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
Debra Perry Debra Perry's UBS Financial Services Experience September 2014 - Present
Job Registered Client Service Associate
Industry Financial Services
Experience
UBS Financial Services September 2014 - Present
U.S. Army Installation Management CMD 2009 - 2012
Morgan Stanley 2004 - 2007
Ayres Financial Group 2002 - 2004
A. G. Edwards & Sons, Inc. 1991 - 2001
Skills
Accredited Financial..., Microsoft Office, Research, Leadership, Microsoft Excel, Customer Service, PowerPoint, Financial Analysis, Microsoft Word, Finance, Public Speaking, Risk Management, Sales, Team Leadership, Team Building, Training, Government, Management, Budgets, Access
Education
Regis University 2015 — 2017
Bachelor of Science (BS), Accounting
Central Texas College 2012 — 2014
Associate of Science (AS), Business Administration
UBS Financial Services September 2014 - Present
U.S. Army Installation Management CMD 2009 - 2012
Morgan Stanley 2004 - 2007
Ayres Financial Group 2002 - 2004
A. G. Edwards & Sons, Inc. 1991 - 2001
Skills
Accredited Financial..., Microsoft Office, Research, Leadership, Microsoft Excel, Customer Service, PowerPoint, Financial Analysis, Microsoft Word, Finance, Public Speaking, Risk Management, Sales, Team Leadership, Team Building, Training, Government, Management, Budgets, Access
Education
Regis University 2015 — 2017
Bachelor of Science (BS), Accounting
Central Texas College 2012 — 2014
Associate of Science (AS), Business Administration
Sach Wickramasekara Sach Wickramasekara's UBS Financial Services Experience September 2008 - November 2008
Job Analytics / Performance Manager at Nike
Industry Retail
Experience
Nike August 2014 - Present
Nike June 2013 - August 2013
AFE Consulting (Formerly LECG Corporation) May 2010 - July 2012
The SPHERE Institute / Acumen, LLC January 2009 - May 2010
UBS Financial Services September 2008 - November 2008
World Health Organization August 2007 - September 2007
Skills
Economics, Valuation, Marketing Strategy, Strategy, Financial Analysis, Analysis, Analytics, Competitive Analysis
Education
Kellogg Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Strategy & Management
Stanford University 2004 — 2008
BA, Economics
Nike August 2014 - Present
Nike June 2013 - August 2013
AFE Consulting (Formerly LECG Corporation) May 2010 - July 2012
The SPHERE Institute / Acumen, LLC January 2009 - May 2010
UBS Financial Services September 2008 - November 2008
World Health Organization August 2007 - September 2007
Skills
Economics, Valuation, Marketing Strategy, Strategy, Financial Analysis, Analysis, Analytics, Competitive Analysis
Education
Kellogg Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Strategy & Management
Stanford University 2004 — 2008
BA, Economics
Heather Jones, DC Heather Jones, DC's UBS Financial Services Experience 2006 - 2008
Job Chiropractor
Industry Medical Practice
Experience
Parker Wellness Clinic January 2012 - December 2012
Veterans Affairs Hospital April 2012 - June 2012
UBS Financial Services 2006 - 2008
CastleRock Builders, Inc May 2003 - December 2006
Backlick Self Storage June 2006 - August 2006
Skills
Chiropractic, Anatomy, Healing, Diversified Technique, SOT, Thompson Technique, Pain Management, Headaches, Supplements, Body Energetics..., Health and Wellness, Activator Technique, Infertility, CrossFit, Sports Performance..., Graston Technique, Cold Laser Therapy, Electrical Muscle..., Physical Therapy, Mathematics, Ultrasound, Tension Headaches, Healthcare, Shoulder Pain, Kinesio Taping
Education
Parker College of Chiropractic
Doctor of Chiropractic
Parker College of Chiropractic
Bachelor of Science (B.S.), Health and Wellness, General
Parker College of Chiropractic
Bachelor of Science (B.S.), Anatomy
Regis University 2002 — 2006
Bachelor of Science (BS), Mathematics
Regis University 2002 — 2006
Bachelor of Arts (B.A.), Visual Fine Arts: Photography
Parker Wellness Clinic January 2012 - December 2012
Veterans Affairs Hospital April 2012 - June 2012
UBS Financial Services 2006 - 2008
CastleRock Builders, Inc May 2003 - December 2006
Backlick Self Storage June 2006 - August 2006
Skills
Chiropractic, Anatomy, Healing, Diversified Technique, SOT, Thompson Technique, Pain Management, Headaches, Supplements, Body Energetics..., Health and Wellness, Activator Technique, Infertility, CrossFit, Sports Performance..., Graston Technique, Cold Laser Therapy, Electrical Muscle..., Physical Therapy, Mathematics, Ultrasound, Tension Headaches, Healthcare, Shoulder Pain, Kinesio Taping
Education
Parker College of Chiropractic
Doctor of Chiropractic
Parker College of Chiropractic
Bachelor of Science (B.S.), Health and Wellness, General
Parker College of Chiropractic
Bachelor of Science (B.S.), Anatomy
Regis University 2002 — 2006
Bachelor of Science (BS), Mathematics
Regis University 2002 — 2006
Bachelor of Arts (B.A.), Visual Fine Arts: Photography
Matthew Sherry Matthew Sherry's UBS Financial Services Experience June 2009 - August 2009
Job Technology Analyst at ViaSat
Industry Internet
Experience
ViaSat April 2012 - Present
Freddie Mac January 2012 - July 2012
Freddie Mac July 2011 - January 2012
Freddie Mac January 2011 - July 2011
UBS Financial Services June 2009 - August 2009
PSU Auxiliary & Business Services IS Office May 2008 - December 2008
Skills
Quality Center, Visio, JavaScript, XML, HTML, Java, Microsoft Office, Testing, CSS, Business Analysis, Requirements Gathering, Systems Analysis, UML, MS Project, SDLC, ClearQuest, Oracle SQL, Requirements Analysis, SQL, Vendor Management, Contact Center..., Contact Centre..., IVR, Telco, CRM Integration, Salesforce.com, Software Documentation, Integration, Business Requirements, Analysis, Project Management, User Acceptance Testing, Test Planning, CRM
Education
Penn State University 2006 — 2010
B.S., Information Sciences & Technology
ViaSat April 2012 - Present
Freddie Mac January 2012 - July 2012
Freddie Mac July 2011 - January 2012
Freddie Mac January 2011 - July 2011
UBS Financial Services June 2009 - August 2009
PSU Auxiliary & Business Services IS Office May 2008 - December 2008
Skills
Quality Center, Visio, JavaScript, XML, HTML, Java, Microsoft Office, Testing, CSS, Business Analysis, Requirements Gathering, Systems Analysis, UML, MS Project, SDLC, ClearQuest, Oracle SQL, Requirements Analysis, SQL, Vendor Management, Contact Center..., Contact Centre..., IVR, Telco, CRM Integration, Salesforce.com, Software Documentation, Integration, Business Requirements, Analysis, Project Management, User Acceptance Testing, Test Planning, CRM
Education
Penn State University 2006 — 2010
B.S., Information Sciences & Technology
Samantha Hopkins, CFP(r), CRPS(r)'s UBS Financial Services Experience September 2008 - Present
Job
Industry Financial Services
Experience
UBS Wealth Management June 2015 - Present
UBS Financial Services September 2008 - Present
Salomon Smith Barney April 2001 - September 2008
Energizer January 1999 - April 2001
Ralston Purina December 1997 - January 1999
GTE July 1996 - December 1997
Checkers Simon & Rosner CPAs LLP January 1994 - July 1996
Skills
Series 7, Wealth Management, Investments, Series 63, Mutual Funds, Retirement Planning, Asset Allocation, Certified Financial..., Retirement, 401k, Investment Advisory, Securities, Financial Planning, Portfolio Management, Alternative Investments, Investment Strategies, IRAs, Strategic Financial..., Financial Advisory, Asset Management, Series 65, Estate Planning, Investment Management, Asset Managment, Strategic Planning
Education
University of Pennsylvania - The Wharton School 2011 — 2011
IMCA Certified Investment Management Analyst Program
Rollins College - Crummer Graduate School of Business 1994 — 1996
M.B.A., Accounting
University of South Florida - College of Business Administration 1988 — 1992
B.S., Accounting & Finance
UBS Wealth Management June 2015 - Present
UBS Financial Services September 2008 - Present
Salomon Smith Barney April 2001 - September 2008
Energizer January 1999 - April 2001
Ralston Purina December 1997 - January 1999
GTE July 1996 - December 1997
Checkers Simon & Rosner CPAs LLP January 1994 - July 1996
Skills
Series 7, Wealth Management, Investments, Series 63, Mutual Funds, Retirement Planning, Asset Allocation, Certified Financial..., Retirement, 401k, Investment Advisory, Securities, Financial Planning, Portfolio Management, Alternative Investments, Investment Strategies, IRAs, Strategic Financial..., Financial Advisory, Asset Management, Series 65, Estate Planning, Investment Management, Asset Managment, Strategic Planning
Education
University of Pennsylvania - The Wharton School 2011 — 2011
IMCA Certified Investment Management Analyst Program
Rollins College - Crummer Graduate School of Business 1994 — 1996
M.B.A., Accounting
University of South Florida - College of Business Administration 1988 — 1992
B.S., Accounting & Finance
Christopher Riccio's UBS Financial Services Experience September 2010 - December 2010
Job Leslie J. Garfield & Co. Inc.
Industry Real Estate
Experience
Leslie J. Garfield September 2011 - Present
BNY Mellon June 2011 - August 2011
UBS Financial Services September 2010 - December 2010
The Attention Factor, Alice Aspen March, Author and Speaker May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Marketing, Microsoft Word, Social Media, Management, Sales, Public Speaking, Finance, Real Estate, Real Estate Transactions
Education
NYU School of Professional Studies 2015 — 2015
Schack Institute of Real Estate
Wagner College 2008 — 2012
Business Administration; Finance
Leslie J. Garfield September 2011 - Present
BNY Mellon June 2011 - August 2011
UBS Financial Services September 2010 - December 2010
The Attention Factor, Alice Aspen March, Author and Speaker May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Marketing, Microsoft Word, Social Media, Management, Sales, Public Speaking, Finance, Real Estate, Real Estate Transactions
Education
NYU School of Professional Studies 2015 — 2015
Schack Institute of Real Estate
Wagner College 2008 — 2012
Business Administration; Finance
Chad Volbert's UBS Financial Services Experience September 2010 - January 2011
Job General Manager
Industry Financial Services
Experience
Port of Palm Beach February 2013 - Present
UBS Financial Services September 2010 - January 2011
Loffler Companies, Inc May 2010 - August 2010
Skills
Wealth Management, Investments, Customer Service, Sales, Marketing, Finance, Financial Analysis, Insurance, Management, Leadership, Time Management, PowerPoint, Event Planning, Social Networking, Social Media, Public Speaking
Education
Palm Beach Atlantic University 2007 — 2011
Bachelor of Science, Finance; Corporate
Port of Palm Beach February 2013 - Present
UBS Financial Services September 2010 - January 2011
Loffler Companies, Inc May 2010 - August 2010
Skills
Wealth Management, Investments, Customer Service, Sales, Marketing, Finance, Financial Analysis, Insurance, Management, Leadership, Time Management, PowerPoint, Event Planning, Social Networking, Social Media, Public Speaking
Education
Palm Beach Atlantic University 2007 — 2011
Bachelor of Science, Finance; Corporate
Karolina Markovic Karolina Markovic's UBS Financial Services Experience 2007 - 2009
Job Portfolio Manager Associate at Boston Private Bank and Trust
Industry Financial Services
Experience
UBS Financial Services 2007 - 2009
DrKW / Allianz 2002 - 2005
Investec Bank 2001 - 2002
Société Générale 2000 - 2001
Skills
Risk Management, Portfolio Management, Fixed Income, Credit Risk, Risk Allocation, Quantitative Analytics, Qualitative Research, Financial Modeling, Equity Research, Alternative Investments, Mutual Funds, Credit, Teamwork, Client Liaison, Client Development, Foreign Languages, Emerging Markets, Equities, Valuation, Research, Bloomberg, Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Competitive Analysis, Asset Allocation, Due Diligence, Client Presentation, Capital Markets
Education
Queen Mary, U. of London
Bachelor's degree, Business and Languages
UBS Financial Services 2007 - 2009
DrKW / Allianz 2002 - 2005
Investec Bank 2001 - 2002
Société Générale 2000 - 2001
Skills
Risk Management, Portfolio Management, Fixed Income, Credit Risk, Risk Allocation, Quantitative Analytics, Qualitative Research, Financial Modeling, Equity Research, Alternative Investments, Mutual Funds, Credit, Teamwork, Client Liaison, Client Development, Foreign Languages, Emerging Markets, Equities, Valuation, Research, Bloomberg, Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Competitive Analysis, Asset Allocation, Due Diligence, Client Presentation, Capital Markets
Education
Queen Mary, U. of London
Bachelor's degree, Business and Languages
Bradley Saler Bradley Saler's UBS Financial Services Experience January 2009 - Present
Job Senior Vice PresidentInvestments at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services January 2009 - Present
Smith Barney November 1996 - January 2009
Education
Temple University - Fox School of Business and Management 1993 — 1995
MBA, Marketing Research/Finance
Rutgers University – Camden 1990 — 1993
BS, Management
UBS Financial Services January 2009 - Present
Smith Barney November 1996 - January 2009
Education
Temple University - Fox School of Business and Management 1993 — 1995
MBA, Marketing Research/Finance
Rutgers University – Camden 1990 — 1993
BS, Management
Nicholas He's UBS Financial Services Experience August 2011 - April 2012
Job Senior
Industry Financial Services
Experience
EY January 2015 - Present
Accenture April 2013 - December 2014
UBS Financial Services August 2011 - April 2012
Urban Financial Advisory Corporation February 2011 - June 2011
Miami Dolphins June 2010 - September 2010
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Powerpoint
Education
Northwestern University 2009 — 2013
Bachelor of Arts, Economics
EY January 2015 - Present
Accenture April 2013 - December 2014
UBS Financial Services August 2011 - April 2012
Urban Financial Advisory Corporation February 2011 - June 2011
Miami Dolphins June 2010 - September 2010
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Powerpoint
Education
Northwestern University 2009 — 2013
Bachelor of Arts, Economics
Stamatis Kakleas's UBS Financial Services Experience June 2012 - August 2012
Job Operations Analyst at Highbridge Capital Management
Industry Financial Services
Experience
Highbridge Capital Management February 2013 - Present
UBS Financial Services June 2012 - August 2012
SMB Capital August 2011 - August 2012
Skills
Financial Modeling, Microsoft Excel, Equity Trading, Trading, Equities, Entrepreneurship, Investments, Options, Economics, Corporate Finance, Portfolio Management, Fixed Income, Analysis, Asset Management, Securities, Valuation, Hedge Funds, Capital Markets, Derivatives, Bonds, Trading Systems, Financial Markets, Technical Analysis
Education
Pennsylvania State University, Smeal College of Business 2008 — 2012
B.S., Finance
Brooklyn Technical High School 2004 — 2008
Architecture
Highbridge Capital Management February 2013 - Present
UBS Financial Services June 2012 - August 2012
SMB Capital August 2011 - August 2012
Skills
Financial Modeling, Microsoft Excel, Equity Trading, Trading, Equities, Entrepreneurship, Investments, Options, Economics, Corporate Finance, Portfolio Management, Fixed Income, Analysis, Asset Management, Securities, Valuation, Hedge Funds, Capital Markets, Derivatives, Bonds, Trading Systems, Financial Markets, Technical Analysis
Education
Pennsylvania State University, Smeal College of Business 2008 — 2012
B.S., Finance
Brooklyn Technical High School 2004 — 2008
Architecture
Shanan O'Driscoll Hedges's UBS Financial Services Experience 2002 - 2006
Job Leisure, Travel and Tourism
Industry Leisure, Travel & Tourism
Experience
Carnivorous LLC March 2013 - Present
Crystal Mountain Ski Area December 2012 - Present
The Dinner A'Fare October 2006 - May 2010
Morgan Keegan September 2008 - January 2010
UBS Financial Services 2002 - 2006
Notability October 2001 - June 2002
iS3C January 2001 - October 2001
Starbelly/ Halo Branded Solutions 2000 - 2001
Mobius 1999 - 2000
Bank of America March 1994 - April 1999
Skills
Sales, Investments, Entrepreneurship, Strategic Partnerships, Business Development
Education
Oregon State University 1992 — 1996
BS, Communications
Ashland High School 1990 — 1992
Carnivorous LLC March 2013 - Present
Crystal Mountain Ski Area December 2012 - Present
The Dinner A'Fare October 2006 - May 2010
Morgan Keegan September 2008 - January 2010
UBS Financial Services 2002 - 2006
Notability October 2001 - June 2002
iS3C January 2001 - October 2001
Starbelly/ Halo Branded Solutions 2000 - 2001
Mobius 1999 - 2000
Bank of America March 1994 - April 1999
Skills
Sales, Investments, Entrepreneurship, Strategic Partnerships, Business Development
Education
Oregon State University 1992 — 1996
BS, Communications
Ashland High School 1990 — 1992
Adam Younger Adam Younger's UBS Financial Services Experience July 2008 - January 2012
Job Staff Accountant at American Homes 4 Rent
Industry Financial Services
Experience
American Homes 4 Rent December 2013 - Present
Westside Investment Management, LLC January 2012 - May 2013
UBS FINANCIAL SERVICES July 2008 - January 2012
Premiere Valet Service June 2006 - December 2010
Wealth Planning and Management January 2008 - April 2008
Westside Investment Management September 2006 - December 2006
Skills
Portfolio Management, Finance, Securities, Leadership, Management, Accounting, Bloomberg, Financial Analysis, Team Building, Salesforce.com, Appfolio Property..., Microsoft Dynamics CRM, Great Plains Software
Education
Pepperdine University 2005 — 2008
Business Administration, Business, Finance
American Homes 4 Rent December 2013 - Present
Westside Investment Management, LLC January 2012 - May 2013
UBS FINANCIAL SERVICES July 2008 - January 2012
Premiere Valet Service June 2006 - December 2010
Wealth Planning and Management January 2008 - April 2008
Westside Investment Management September 2006 - December 2006
Skills
Portfolio Management, Finance, Securities, Leadership, Management, Accounting, Bloomberg, Financial Analysis, Team Building, Salesforce.com, Appfolio Property..., Microsoft Dynamics CRM, Great Plains Software
Education
Pepperdine University 2005 — 2008
Business Administration, Business, Finance
Troy DeBord Troy DeBord's UBS Financial Services Experience August 1981 - Present
Job Managing Director/ Complex Manager at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services August 1981 - Present
Education
Northwestern University 1967 — 1971
Bachelor's degree, History
UBS Financial Services August 1981 - Present
Education
Northwestern University 1967 — 1971
Bachelor's degree, History
Jonathan Jay Berube Jonathan Jay Berube's UBS Financial Services Experience August 2003 - Present
Job Executive Director at UBS
Industry Financial Services
Experience
UBS Financial Services August 2003 - Present
UBS Financial Services May 2001 - August 2003
Olde January 1990 - March 2001
Education
Investment Management Consultants Association 2009 — 2015
Certified Investment Management Analyst (CIMA)
Providence College 1984 — 1988
BS, Management
BMC Durfee High School 1980 — 1984
Business Administration and Management, General
UBS Financial Services August 2003 - Present
UBS Financial Services May 2001 - August 2003
Olde January 1990 - March 2001
Education
Investment Management Consultants Association 2009 — 2015
Certified Investment Management Analyst (CIMA)
Providence College 1984 — 1988
BS, Management
BMC Durfee High School 1980 — 1984
Business Administration and Management, General
Daniel R. Smith Daniel R. Smith's UBS Financial Services Experience April 1998 - March 2008
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2008 - Present
UBS Financial Services April 1998 - March 2008
PaineWebber April 1998 - March 2008
Skills
Asset Management, Fixed Annuities, Finance, Financial Analysis, Insurance, Life Insurance, Risk Management, Series 7, Wealth Management, Uniform Combined State..., Mutual Funds, Strategic Planning
Education
Bishop Shanahan High School 1980 — 1984
Baccalaureate
Penn State University 1980 — 1984
BS, Finance
Morgan Stanley Wealth Management March 2008 - Present
UBS Financial Services April 1998 - March 2008
PaineWebber April 1998 - March 2008
Skills
Asset Management, Fixed Annuities, Finance, Financial Analysis, Insurance, Life Insurance, Risk Management, Series 7, Wealth Management, Uniform Combined State..., Mutual Funds, Strategic Planning
Education
Bishop Shanahan High School 1980 — 1984
Baccalaureate
Penn State University 1980 — 1984
BS, Finance
Karen Bucknell Karen Bucknell's UBS Financial Services Experience 2007 - 2008
Job Senior Executive Assistant at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2008 - Present
UBS Wealth Management March 2007 - July 2008
UBS Financial Services 2007 - 2008
L'Oreal September 2004 - March 2007
Lehman Brothers June 1997 - October 2004
Skills
Administrative Support, PowerPoint, Excel, Word, Calendars, Outlook, Lotus Notes, Telephone Skills, Invoicing, Microsoft Office, Access, Front Office, Data Entry, PeopleSoft, Internet Explorer, Bloomberg, Scheduling, Onboarding, Visio, Coordination, Time Management, Customer Service, Bookkeeping, Conferences, Expenses, Expense Management, Typing, Microsoft Excel, Administrative..., Asset Management, Microsoft Word, Recruiting, Administrative..., Process Scheduler, Human Resources, Travel Arrangements, Management, Corporate Finance
Education
Queensborough Community College 1984 — 1986
Bachelor of Business Administration (BBA), Business Administration and Management, General
August Martin 1980 — 1984
Business Administration, Business
Deutsche Bank July 2008 - Present
UBS Wealth Management March 2007 - July 2008
UBS Financial Services 2007 - 2008
L'Oreal September 2004 - March 2007
Lehman Brothers June 1997 - October 2004
Skills
Administrative Support, PowerPoint, Excel, Word, Calendars, Outlook, Lotus Notes, Telephone Skills, Invoicing, Microsoft Office, Access, Front Office, Data Entry, PeopleSoft, Internet Explorer, Bloomberg, Scheduling, Onboarding, Visio, Coordination, Time Management, Customer Service, Bookkeeping, Conferences, Expenses, Expense Management, Typing, Microsoft Excel, Administrative..., Asset Management, Microsoft Word, Recruiting, Administrative..., Process Scheduler, Human Resources, Travel Arrangements, Management, Corporate Finance
Education
Queensborough Community College 1984 — 1986
Bachelor of Business Administration (BBA), Business Administration and Management, General
August Martin 1980 — 1984
Business Administration, Business
Keith Ahearn Keith Ahearn's UBS Financial Services Experience 2004 - 2007
Job IT analyst experienced in mainframe technologies, SDLC andUAT in various industries.
Industry Information Technology and Services
Experience
Avon 2010 - 2014
Avon 2007 - 2010
UBS Financial Services 2004 - 2007
UBS 2000 - 2004
Skills
Mainframe, JCL, DB2, COBOL, Databases, Remedy, Production Support, User Acceptance Testing, System Requirements, SDLC, VSAM, Business Requirements, Business Analysis, CICS, Stored Procedures, Incident Management, Lotus Notes, Analysis, Requirements Analysis, Business Process, Project Plans, Disaster Recovery, Visio, TSO, SQL, Visual Basic, Systems Analysis, Quality Assurance, FTP, Software Project..., Solution Architecture, BMC Remedy, IBM Mainframe, Oracle, VBScript, Testing, Visual Studio, Windows XP, Relational Databases
Education
Queensborough Community College
Business Administration and Management, General
The Chubb Institute
Certificate, Computer Programming
Thomas A. Edison, HS
Avon 2010 - 2014
Avon 2007 - 2010
UBS Financial Services 2004 - 2007
UBS 2000 - 2004
Skills
Mainframe, JCL, DB2, COBOL, Databases, Remedy, Production Support, User Acceptance Testing, System Requirements, SDLC, VSAM, Business Requirements, Business Analysis, CICS, Stored Procedures, Incident Management, Lotus Notes, Analysis, Requirements Analysis, Business Process, Project Plans, Disaster Recovery, Visio, TSO, SQL, Visual Basic, Systems Analysis, Quality Assurance, FTP, Software Project..., Solution Architecture, BMC Remedy, IBM Mainframe, Oracle, VBScript, Testing, Visual Studio, Windows XP, Relational Databases
Education
Queensborough Community College
Business Administration and Management, General
The Chubb Institute
Certificate, Computer Programming
Thomas A. Edison, HS
David Bast David Bast's UBS Financial Services Experience July 2005 - August 2007
Job Sr. Data Engineer
Industry Information Technology and Services
Experience
Financial information services agency (FISA) August 2012 - Present
Standard & Poor's August 2011 - July 2012
Thomson Reuters July 2009 - July 2011
STANDARD & POORS March 2009 - July 2009
ASTORIA FEDERAL SAVINGS October 2008 - March 2009
CREDIT SUISSE FIRST BOSTON October 2007 - August 2008
UBS FINANCIAL SERVICES July 2005 - August 2007
Accenture August 2003 - June 2005
Skills
PL/SQL, Business Objects, Oracle, Unix, SQL, Microsoft SQL Server, Databases, XSLT, XML, Informatica, C#, Business Analysis, Data Modeling, ETL
Education
Queens College 1991 — 1996
BA, Computer Science
Financial information services agency (FISA) August 2012 - Present
Standard & Poor's August 2011 - July 2012
Thomson Reuters July 2009 - July 2011
STANDARD & POORS March 2009 - July 2009
ASTORIA FEDERAL SAVINGS October 2008 - March 2009
CREDIT SUISSE FIRST BOSTON October 2007 - August 2008
UBS FINANCIAL SERVICES July 2005 - August 2007
Accenture August 2003 - June 2005
Skills
PL/SQL, Business Objects, Oracle, Unix, SQL, Microsoft SQL Server, Databases, XSLT, XML, Informatica, C#, Business Analysis, Data Modeling, ETL
Education
Queens College 1991 — 1996
BA, Computer Science
Kevin Dufresne Kevin Dufresne's UBS Financial Services Experience June 2006 - Present
Job
Industry Financial Services
Experience
UBS Financial Services June 2006 - Present
Education
Providence College 1996 — 2000
Bachelor of Arts (B.A.), Psychology
UBS Financial Services June 2006 - Present
Education
Providence College 1996 — 2000
Bachelor of Arts (B.A.), Psychology
Dan Bonner Dan Bonner's UBS Financial Services Experience July 2005 - November 2006
Job MBA, PMP
Industry Financial Services
Experience
JP Morgan Chase September 2012 - Present
Citi May 2011 - September 2012
Donate Life CT 2011 - 2011
Bank of America Merrill Lynch June 2008 - March 2010
Merrill Lynch July 2007 - July 2008
UBS Financial Services July 2005 - November 2006
Fidelity Investments August 2004 - November 2004
Merrill Lynch January 1993 - January 2001
Skills
Risk Management, Banking, Financial Services, Analysis, Finance, Financial Modeling, Project Management, Management, Program Management, Leadership, Financial Analysis, Financial Risk, PMO, MS Project, Business Process..., Portfolio Management, Cash Management, Budgets, Process Improvement, Credit Cards, Business Analysis, Vendor Management, Strategic Planning, Wealth Management, Securities, Business Requirements, Operational Risk..., SDLC, Relationship Management, Internal Controls, Account Reconciliation, Accounts Receivable, AML, Payments, Project Portfolio..., User Acceptance Testing, PMP
Education
Penn State University 2002 — 2004
MBA, Finance
Rutgers University-New Brunswick 1991 — 1995
BS, Administration of Justice
JP Morgan Chase September 2012 - Present
Citi May 2011 - September 2012
Donate Life CT 2011 - 2011
Bank of America Merrill Lynch June 2008 - March 2010
Merrill Lynch July 2007 - July 2008
UBS Financial Services July 2005 - November 2006
Fidelity Investments August 2004 - November 2004
Merrill Lynch January 1993 - January 2001
Skills
Risk Management, Banking, Financial Services, Analysis, Finance, Financial Modeling, Project Management, Management, Program Management, Leadership, Financial Analysis, Financial Risk, PMO, MS Project, Business Process..., Portfolio Management, Cash Management, Budgets, Process Improvement, Credit Cards, Business Analysis, Vendor Management, Strategic Planning, Wealth Management, Securities, Business Requirements, Operational Risk..., SDLC, Relationship Management, Internal Controls, Account Reconciliation, Accounts Receivable, AML, Payments, Project Portfolio..., User Acceptance Testing, PMP
Education
Penn State University 2002 — 2004
MBA, Finance
Rutgers University-New Brunswick 1991 — 1995
BS, Administration of Justice
Susan Hoekstra's UBS Financial Services Experience February 2001 - April 2009
Job Client Loyalty Executive: Service Strategy & Tactics | Consultant | Process Automation
Industry Executive Office
Experience
Susan Hoekstra and Associates April 2009 - Present
Morgan Stanley June 2010 - September 2014
UBS Financial Services February 2001 - April 2009
Cendant (including Avis, Wyndham, RCI, Affinion Group, ...) May 1998 - February 2001
Skills
Strategy, Cross-functional Team..., Business Strategy, Leadership Development, Management, Vendor Management, Team Management, Coaching, Strategic Partnerships, Leadership, Team Building, Executive Management, Consulting, Change Management, Culture Change, Strategic Planning, Program Management, Project Management, Business Process..., Process Improvement, Process Automation, Customer Loyalty..., CRM, Customer Experience, Voice of the Customer, Brand Loyalty, Brand Awareness, Voice of the Customer..., Customer Retention, Service Delivery, Best Practices, Customer Satisfaction, CX, Big Data, Service Management, Training, Customer Service..., Customer Service, Customer Experience..., Contact Centers, Call Centers, Persuasive Presentations, Written & Oral..., Strategic Financial..., Forecasting, Budgets, Financial Analysis, Financial Services, Business Analysis, Analysis
Education
Pace University - Lubin School of Business
MBA, Corporate Finance
William Paterson University of New Jersey
BA, Accounting
William Paterson University of New Jersey
BA, Business Admin / Economic minor
Susan Hoekstra and Associates April 2009 - Present
Morgan Stanley June 2010 - September 2014
UBS Financial Services February 2001 - April 2009
Cendant (including Avis, Wyndham, RCI, Affinion Group, ...) May 1998 - February 2001
Skills
Strategy, Cross-functional Team..., Business Strategy, Leadership Development, Management, Vendor Management, Team Management, Coaching, Strategic Partnerships, Leadership, Team Building, Executive Management, Consulting, Change Management, Culture Change, Strategic Planning, Program Management, Project Management, Business Process..., Process Improvement, Process Automation, Customer Loyalty..., CRM, Customer Experience, Voice of the Customer, Brand Loyalty, Brand Awareness, Voice of the Customer..., Customer Retention, Service Delivery, Best Practices, Customer Satisfaction, CX, Big Data, Service Management, Training, Customer Service..., Customer Service, Customer Experience..., Contact Centers, Call Centers, Persuasive Presentations, Written & Oral..., Strategic Financial..., Forecasting, Budgets, Financial Analysis, Financial Services, Business Analysis, Analysis
Education
Pace University - Lubin School of Business
MBA, Corporate Finance
William Paterson University of New Jersey
BA, Accounting
William Paterson University of New Jersey
BA, Business Admin / Economic minor
Steve Evanchik Steve Evanchik's UBS Financial Services Experience March 2006 - Present
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services March 2006 - Present
Hyperion Solutions 1991 - 2000
Education
Pace University - Lubin School of Business 1981 — 1985
UBS Financial Services March 2006 - Present
Hyperion Solutions 1991 - 2000
Education
Pace University - Lubin School of Business 1981 — 1985
Cathy Bassetti Cathy Bassetti's UBS Financial Services Experience May 2012 - Present
Job UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services May 2012 - Present
Morgan Stanley Smith Barney April 1996 - May 2012
Education
Rutgers University – Camden
Thomas Edison State College
UBS Financial Services May 2012 - Present
Morgan Stanley Smith Barney April 1996 - May 2012
Education
Rutgers University – Camden
Thomas Edison State College
Yugveer Singh Yugveer Singh's UBS Financial Services Experience 2004 - 2006
Job Investment Analyst Vice President at Morgan Stanley
Industry Venture Capital & Private Equity
Experience
Morgan Stanley Alternative Investments 2015 - Present
Babson Capital Management 2014 - 2015
Credit Suisse Customized Fund Investment Group 2008 - 2013
Citi Private Equity 2006 - 2008
UBS Financial Services 2004 - 2006
Skills
Private Equity, Valuation, Financial Modeling, Alternative Investments, Investments, Equities, Asset Management, Corporate Finance, Due Diligence, Financial Analysis, Portfolio Management
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science, Finance
Morgan Stanley Alternative Investments 2015 - Present
Babson Capital Management 2014 - 2015
Credit Suisse Customized Fund Investment Group 2008 - 2013
Citi Private Equity 2006 - 2008
UBS Financial Services 2004 - 2006
Skills
Private Equity, Valuation, Financial Modeling, Alternative Investments, Investments, Equities, Asset Management, Corporate Finance, Due Diligence, Financial Analysis, Portfolio Management
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science, Finance
Tyson Johnson's UBS Financial Services Experience June 2011 - August 2011
Job Experienced Leader looking for leadership develop, and management trainee sales positions.
Industry Management Consulting
Experience
Bank of America June 2011 - Present
UBS Financial Services June 2011 - August 2011
Bank of America July 2009 - June 2011
Bank of America 2009 - 2011
2008-2010 Northside Middle School August 2008 - November 2010
Avis Budget Group June 2007 - June 2009
Avis rental Car June 2007 - June 2009
Education
Old Dominion University 2007 — 2011
Bachelor of Science, Business Public Administration
Old Dominion
Bachelors, Science Business Administration; Management
Bank of America June 2011 - Present
UBS Financial Services June 2011 - August 2011
Bank of America July 2009 - June 2011
Bank of America 2009 - 2011
2008-2010 Northside Middle School August 2008 - November 2010
Avis Budget Group June 2007 - June 2009
Avis rental Car June 2007 - June 2009
Education
Old Dominion University 2007 — 2011
Bachelor of Science, Business Public Administration
Old Dominion
Bachelors, Science Business Administration; Management
Colleen Ochoa Peters Colleen Ochoa Peters's UBS Financial Services Experience February 2002 - January 2005
Job Senior Director, Strategic & Planned Gifts at Forgotten Harvest
Industry Fund-Raising
Experience
Forgotten Harvest June 2011 - Present
Community Foundation for Southeast Michigan February 2005 - June 2011
UBS Financial Services February 2002 - January 2005
Oakland University 1995 - 1997
Hermanoff & Associates 1993 - 1994
Congressman Bob Carr 1986 - 1993
Skills
Donor Advised Funds, Gift Planning, Philanthropy, Nonprofits, Planned Giving, Public Speaking, Fundraising, Community Development, Community Outreach, Estate Planning, Board Development, Trusts, Stewardship, Program Development, Public Policy, Volunteer Management, Grants, Non-profits, Event Planning, Strategic Planning, Public Relations, Customer Service, Annual Giving, Media Relations, Strategy, Marketing, Leadership, Community Organizing, Non-profit..., Grant Writing, Strategic Communications, Alumni Relations, Prospect Research, Newsletters, Press Releases, Non-profit Board..., Proposal Writing, Event Management, Social Networking, Charities, Economic Development
Education
Indiana University 1999 — 2004
Master of Arts, Philanthropic Studies
Oakland University 1983 — 1987
Bachelor of Arts (B.A.), Communications
Forgotten Harvest June 2011 - Present
Community Foundation for Southeast Michigan February 2005 - June 2011
UBS Financial Services February 2002 - January 2005
Oakland University 1995 - 1997
Hermanoff & Associates 1993 - 1994
Congressman Bob Carr 1986 - 1993
Skills
Donor Advised Funds, Gift Planning, Philanthropy, Nonprofits, Planned Giving, Public Speaking, Fundraising, Community Development, Community Outreach, Estate Planning, Board Development, Trusts, Stewardship, Program Development, Public Policy, Volunteer Management, Grants, Non-profits, Event Planning, Strategic Planning, Public Relations, Customer Service, Annual Giving, Media Relations, Strategy, Marketing, Leadership, Community Organizing, Non-profit..., Grant Writing, Strategic Communications, Alumni Relations, Prospect Research, Newsletters, Press Releases, Non-profit Board..., Proposal Writing, Event Management, Social Networking, Charities, Economic Development
Education
Indiana University 1999 — 2004
Master of Arts, Philanthropic Studies
Oakland University 1983 — 1987
Bachelor of Arts (B.A.), Communications
Frank Savits Frank Savits's UBS Financial Services Experience January 2012 - May 2012
Job Business Manager at My Dog Hikes
Industry Events Services
Experience
MDH June 2012 - Present
UBS Financial Services January 2012 - May 2012
•Revamped store marketing efforts by utilizing online social media •Accountable for ordering inven September 2008 - December 2011
Skills
Bloomberg Terminal, Microsoft Office, Computer Repair, Research, Customer Service, Microsoft Excel, leaders, Advertising
Education
Pace University 2012 — 2014
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
Suffolk County Community College 2008 — 2011
Associate of Arts and Sciences (AAS), Liberal Arts and Sciences/Liberal Studies
MDH June 2012 - Present
UBS Financial Services January 2012 - May 2012
•Revamped store marketing efforts by utilizing online social media •Accountable for ordering inven September 2008 - December 2011
Skills
Bloomberg Terminal, Microsoft Office, Computer Repair, Research, Customer Service, Microsoft Excel, leaders, Advertising
Education
Pace University 2012 — 2014
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
Suffolk County Community College 2008 — 2011
Associate of Arts and Sciences (AAS), Liberal Arts and Sciences/Liberal Studies
Jane Panasiti-Watkins Jane Panasiti-Watkins's UBS Financial Services Experience January 1991 - June 2004
Job Owner and Manager at Bittersweet Farm
Industry Furniture
Experience
Bittersweet Farm October 2004 - Present
UBS Financial Services January 1991 - June 2004
Janney Montgomery Scott January 1990 - January 1991
Skills
Purchasing, Bookkeeping, Portfolio Management, Marketing Communications, Trading, Business Planning, Small Business, Business Process, Furnishings, Retail Buying, Value Based Selling, Selling Skills, Instructor-led Training, Strategic Financial...
Education
St. Joseph's University 1986 — 1991
Business, Finance
Penn State University
Bittersweet Farm October 2004 - Present
UBS Financial Services January 1991 - June 2004
Janney Montgomery Scott January 1990 - January 1991
Skills
Purchasing, Bookkeeping, Portfolio Management, Marketing Communications, Trading, Business Planning, Small Business, Business Process, Furnishings, Retail Buying, Value Based Selling, Selling Skills, Instructor-led Training, Strategic Financial...
Education
St. Joseph's University 1986 — 1991
Business, Finance
Penn State University
Jameson Graham Jameson Graham's UBS Financial Services Experience July 2010 - Present
Job Investment Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services July 2010 - Present
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
BS, Finance
UBS Financial Services July 2010 - Present
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
BS, Finance
Nigel G. Drummond's UBS Financial Services Experience June 2011 - May 2013
Job Mortgage Banking
Industry Financial Services
Experience
Victory Mortgage, a division of The Northern Ohio Investment Company 2015 - Present
TBI Mortgage - Toll Brothers Company May 2013 - December 2014
UBS Financial Services June 2011 - May 2013
Charles Schwab February 2010 - May 2011
State Farm Insurance/Drummond Insurance LLC January 2008 - January 2010
Home Capital, Inc. March 2004 - December 2007
U.S. Bank April 2000 - March 2004
Fidelity Mortgage Decisions Corp March 1995 - December 1999
Skills
Mortgage Lending, Wealth Management, Series 7, Credit, Investments, Series 63, Portfolio Management, Sales, New Business Development, Loans, Asset Managment, Mutual Funds, Mortgage Banking, Credit Analysis, Sales Management, Salesforce.com
Education
Lake Forest College
BA, Economics
Purdue University
Lean Six Sigma Green Belt
Victory Mortgage, a division of The Northern Ohio Investment Company 2015 - Present
TBI Mortgage - Toll Brothers Company May 2013 - December 2014
UBS Financial Services June 2011 - May 2013
Charles Schwab February 2010 - May 2011
State Farm Insurance/Drummond Insurance LLC January 2008 - January 2010
Home Capital, Inc. March 2004 - December 2007
U.S. Bank April 2000 - March 2004
Fidelity Mortgage Decisions Corp March 1995 - December 1999
Skills
Mortgage Lending, Wealth Management, Series 7, Credit, Investments, Series 63, Portfolio Management, Sales, New Business Development, Loans, Asset Managment, Mutual Funds, Mortgage Banking, Credit Analysis, Sales Management, Salesforce.com
Education
Lake Forest College
BA, Economics
Purdue University
Lean Six Sigma Green Belt
Steven Geisert Steven Geisert's UBS Financial Services Experience December 1990 - August 2006
Job Senior Vice President and National Accounts Manager for PIMCO's Defined Contribution Group
Industry Financial Services
Experience
PIMCO May 2011 - Present
Goldman Sachs Asset Management December 2007 - May 2011
Bear Stearns August 2006 - December 2007
UBS Financial Services December 1990 - August 2006
PaineWebber 1992 - 2005
Skills
401k, Investments, Retirement Plan..., Qualified Retirement..., Public Speaking, Product Development, Product Management, Product Marketing, Mutual Funds, Sales, Sales Presentations, ERISA
Education
Queens College 1988 — 1994
BA, Psychology
Archbishop Molloy 1984 — 1988
PIMCO May 2011 - Present
Goldman Sachs Asset Management December 2007 - May 2011
Bear Stearns August 2006 - December 2007
UBS Financial Services December 1990 - August 2006
PaineWebber 1992 - 2005
Skills
401k, Investments, Retirement Plan..., Qualified Retirement..., Public Speaking, Product Development, Product Management, Product Marketing, Mutual Funds, Sales, Sales Presentations, ERISA
Education
Queens College 1988 — 1994
BA, Psychology
Archbishop Molloy 1984 — 1988
David Harter David Harter's UBS Financial Services Experience September 2007 - August 2008
Job Vice President at Penn Mutual
Industry Financial Services
Experience
Penn Mutual January 2015 - Present
Forest Hills Financial Group March 2013 - December 2014
MetLife Solutions Group July 2010 - September 2012
UBS Financial Services September 2007 - August 2008
UBS Global Asset Management October 2006 - September 2007
UBS Financial Services December 2004 - October 2006
Smith Barney April 2000 - December 2004
Morgan Stanley Smith Barney January 2000 - January 2003
Skills
Retirement Planning, Wealth Management, Series 7, Asset Allocation, Strategic Financial..., Securities, Retirement, Insurance, Investments, Series 63, Financial Planning, Financial Services, Financial Advisory, Financial Analysis, Asset Management, Disability Insurance, Long Term Care Insurance, Financial Planners, Employee Benefits, Finance, IRAs, Fixed Annuities, Strategy, Series 6, Estate Planning, Investment Advisory, Investment Management, Life Insurance, Term Life Insurance, FINRA, Long-term Care, Uniform Combined State..., Investment Strategies, 401(k)
Education
Pace University - Lubin School of Business 2007 — 2008
Executive Master's, Business Administration - Strategic Planning
Pace University 1995 — 1999
BA, Communications
Ossining High School 1991 — 1995
Penn Mutual January 2015 - Present
Forest Hills Financial Group March 2013 - December 2014
MetLife Solutions Group July 2010 - September 2012
UBS Financial Services September 2007 - August 2008
UBS Global Asset Management October 2006 - September 2007
UBS Financial Services December 2004 - October 2006
Smith Barney April 2000 - December 2004
Morgan Stanley Smith Barney January 2000 - January 2003
Skills
Retirement Planning, Wealth Management, Series 7, Asset Allocation, Strategic Financial..., Securities, Retirement, Insurance, Investments, Series 63, Financial Planning, Financial Services, Financial Advisory, Financial Analysis, Asset Management, Disability Insurance, Long Term Care Insurance, Financial Planners, Employee Benefits, Finance, IRAs, Fixed Annuities, Strategy, Series 6, Estate Planning, Investment Advisory, Investment Management, Life Insurance, Term Life Insurance, FINRA, Long-term Care, Uniform Combined State..., Investment Strategies, 401(k)
Education
Pace University - Lubin School of Business 2007 — 2008
Executive Master's, Business Administration - Strategic Planning
Pace University 1995 — 1999
BA, Communications
Ossining High School 1991 — 1995
Lindsey Ezell Lindsey Ezell's UBS Financial Services Experience March 2006 - April 2007
Job ParaPlanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2011 - Present
Witt Financial December 2010 - June 2011
LPL Financial December 2010 - June 2011
Smith Barney ~Peninsula Group April 2007 - January 2010
UBS Financial Services March 2006 - April 2007
Janney Montgomery Scott August 2005 - March 2006
Morgan Stanley Dean Witter March 2003 - June 2005
Morgan Stanley Dean Witter June 1999 - March 2003
Skills
Series 7
Education
Canyon Del Oro High School
Pima Community College
Business Finance
University of Arizona
Business Finance
Ameriprise Financial Services, Inc. June 2011 - Present
Witt Financial December 2010 - June 2011
LPL Financial December 2010 - June 2011
Smith Barney ~Peninsula Group April 2007 - January 2010
UBS Financial Services March 2006 - April 2007
Janney Montgomery Scott August 2005 - March 2006
Morgan Stanley Dean Witter March 2003 - June 2005
Morgan Stanley Dean Witter June 1999 - March 2003
Skills
Series 7
Education
Canyon Del Oro High School
Pima Community College
Business Finance
University of Arizona
Business Finance
Ryan Svatora, CRPC, ADPA Ryan Svatora, CRPC, ADPA's UBS Financial Services Experience January 2009 - Present
Job The Zinn, Ray & Svatora Group
Industry Financial Services
Experience
UBS Financial Services January 2009 - Present
Merrill Lynch May 2003 - January 2009
Education
Penn State University 2000 — 2004
BS, International Business & Management
UBS Financial Services January 2009 - Present
Merrill Lynch May 2003 - January 2009
Education
Penn State University 2000 — 2004
BS, International Business & Management
Drew Tomasko Drew Tomasko's UBS Financial Services Experience 2005 - 2008
Job Financial Advisor at Long Financial Group
Industry Financial Services
Experience
Long Financial Group November 2007 - Present
UBS Financial Services 2005 - 2008
Skills
Investments, Wealth Management, Securities, Finance, Insurance, Strategic Planning, Customer Service, Leadership, Management, Series 7
Education
Penn State University 1990 — 1994
BS
Long Financial Group November 2007 - Present
UBS Financial Services 2005 - 2008
Skills
Investments, Wealth Management, Securities, Finance, Insurance, Strategic Planning, Customer Service, Leadership, Management, Series 7
Education
Penn State University 1990 — 1994
BS
Devon Quinn Devon Quinn's UBS Financial Services Experience August 2002 - November 2009
Job LAN/Server Administration at New York City Employees' Retirement System (NYCERS)
Industry Financial Services
Experience
New York City Employees' Retirement System (NYCERS) October 2010 - Present
UBS Financial Services August 2002 - November 2009
UBSPaineWebber, Inc August 1998 - August 2002
Marvel Comics July 1997 - October 1997
Heroes World Dist., Div. of Marvel Entertainment April 1995 - April 1997
Tops Appliance October 1993 - April 1995
Skills
Microsoft Exchange, Active Directory, Change Management, Software Documentation, Team Management, System Architecture, Troubleshooting, Technical Support, System Administration
Education
Stevens Institute
Masters of Science Degree, Information Management
The Chubb Institute
Diploma, Data Center Support
Jersey City State College
Bachelor of Arts Degree, Media Arts
Rutgers University-New Brunswick 1988 — 1989
Madison High School 1984 — 1988
New York City Employees' Retirement System (NYCERS) October 2010 - Present
UBS Financial Services August 2002 - November 2009
UBSPaineWebber, Inc August 1998 - August 2002
Marvel Comics July 1997 - October 1997
Heroes World Dist., Div. of Marvel Entertainment April 1995 - April 1997
Tops Appliance October 1993 - April 1995
Skills
Microsoft Exchange, Active Directory, Change Management, Software Documentation, Team Management, System Architecture, Troubleshooting, Technical Support, System Administration
Education
Stevens Institute
Masters of Science Degree, Information Management
The Chubb Institute
Diploma, Data Center Support
Jersey City State College
Bachelor of Arts Degree, Media Arts
Rutgers University-New Brunswick 1988 — 1989
Madison High School 1984 — 1988
Richard Feder Richard Feder's UBS Financial Services Experience January 2007 - June 2008
Job Partner at Feder Insurance Services
Industry Insurance
Experience
Feder Insurance Services January 2010 - Present
UBS Financial Services January 2007 - June 2008
UBS Financial Services January 2005 - December 2006
UBS AG November 2000 - December 2003
PaineWebber Group Inc. January 1994 - November 2000
PaineWebber Group Inc. June 1985 - January 1994
Skills
Long Term Care Insurance, Business
Education
Rutgers University-New Brunswick 1971 — 1975
BA, Finance
Pace University
MBA, Financial Management
Feder Insurance Services January 2010 - Present
UBS Financial Services January 2007 - June 2008
UBS Financial Services January 2005 - December 2006
UBS AG November 2000 - December 2003
PaineWebber Group Inc. January 1994 - November 2000
PaineWebber Group Inc. June 1985 - January 1994
Skills
Long Term Care Insurance, Business
Education
Rutgers University-New Brunswick 1971 — 1975
BA, Finance
Pace University
MBA, Financial Management
Edward Royzman Edward Royzman's UBS Financial Services Experience 1999 - 2001
Job Senior Developer at Chase
Industry Financial Services
Experience
Chase September 2006 - August 2014
UBS Financial Services 1999 - 2001
Skills
SQL, Agile Methodologies, Sybase, SDLC, Microsoft SQL Server, Oracle, Oracle PL/SQL..., Microsoft Excel, SQL*Plus, Oracle SQL Developer, Oracle SQL Loader, Autosys, Control-M, Tortoise SVN, Business Objects, Concur, Unix, Korn Shell, Java, JavaScript, VBA, VBScript, C++, HTML, XML
Education
City University of New York-Queens College
BS, Computer Science
Chase September 2006 - August 2014
UBS Financial Services 1999 - 2001
Skills
SQL, Agile Methodologies, Sybase, SDLC, Microsoft SQL Server, Oracle, Oracle PL/SQL..., Microsoft Excel, SQL*Plus, Oracle SQL Developer, Oracle SQL Loader, Autosys, Control-M, Tortoise SVN, Business Objects, Concur, Unix, Korn Shell, Java, JavaScript, VBA, VBScript, C++, HTML, XML
Education
City University of New York-Queens College
BS, Computer Science
James Busterud James Busterud's UBS Financial Services Experience November 2008 - Present
Job Senior Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services November 2008 - Present
Morgan Stanley Smith Barney May 2004 - November 2008
Education
Pomona College 1975 — 1979
UBS Financial Services November 2008 - Present
Morgan Stanley Smith Barney May 2004 - November 2008
Education
Pomona College 1975 — 1979
Diana Kleper-Gilkes Diana Kleper-Gilkes's UBS Financial Services Experience 2009 - 2014
Job Assistant Operations Manager at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management 2014 - Present
UBS Financial Services 2009 - 2014
Morgan Stanley Smith Barney 2006 - 2009
Dallas Mavericks 2000 - 2009
Education
Princeton University 1995 — 1999
Bachelor of Arts (B.A.), Ecology and Evolutionary Biology
Chief Sealth High School
The University of Texas at Dallas - School of Management
Master of Business Administration (MBA)
UBS Wealth Management 2014 - Present
UBS Financial Services 2009 - 2014
Morgan Stanley Smith Barney 2006 - 2009
Dallas Mavericks 2000 - 2009
Education
Princeton University 1995 — 1999
Bachelor of Arts (B.A.), Ecology and Evolutionary Biology
Chief Sealth High School
The University of Texas at Dallas - School of Management
Master of Business Administration (MBA)
Christopher Naglieri's UBS Financial Services Experience August 2009 - December 2009
Job Investment Support Analyst at Vanguard
Industry Financial Services
Experience
Vanguard May 2013 - Present
Vanguard June 2012 - May 2013
Vanguard August 2010 - June 2012
UBS FINANCIAL SERVICES August 2009 - December 2009
Skills
Client Relationship..., Financial Planning, Economic Policy, Financial Analysis, Fixed Income Analysis
Education
Pace University - Lubin School of Business
BBA, Finance
Vanguard May 2013 - Present
Vanguard June 2012 - May 2013
Vanguard August 2010 - June 2012
UBS FINANCIAL SERVICES August 2009 - December 2009
Skills
Client Relationship..., Financial Planning, Economic Policy, Financial Analysis, Fixed Income Analysis
Education
Pace University - Lubin School of Business
BBA, Finance
Sheryl Liskiewicz's UBS Financial Services Experience January 2004 - January 2007
Job Senior Registered Client Associate; The Cooper Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2013 - Present
Morgan Stanley Wealth Management June 2009 - March 2013
Citigroup Global Markets January 2007 - June 2009
UBS Financial Services January 2004 - January 2007
Merrill Lynch February 2000 - January 2003
Banc One Securities April 1999 - September 1999
Skills
Series 7, Series 63, Life Insurance, Trading, Uniform Combined State..., Wealth Management, Asset Allocation, Investment Advisory, Securities, Series 65, Alternative Investments, Investment Strategies, Asset Management, Financial Planning, Portfolio Management, Retirement Planning, Mutual Funds
Education
Wayne State University
Business
Oakland Community College
Business
Wells Fargo Advisors March 2013 - Present
Morgan Stanley Wealth Management June 2009 - March 2013
Citigroup Global Markets January 2007 - June 2009
UBS Financial Services January 2004 - January 2007
Merrill Lynch February 2000 - January 2003
Banc One Securities April 1999 - September 1999
Skills
Series 7, Series 63, Life Insurance, Trading, Uniform Combined State..., Wealth Management, Asset Allocation, Investment Advisory, Securities, Series 65, Alternative Investments, Investment Strategies, Asset Management, Financial Planning, Portfolio Management, Retirement Planning, Mutual Funds
Education
Wayne State University
Business
Oakland Community College
Business
Seth Adams Seth Adams's UBS Financial Services Experience September 2013 - Present
Job Financial Advisor Portfolio Manager at UBS Wealth Management
Industry Financial Services
Experience
UBS Financial Services September 2013 - Present
Morgan Stanley Wealth Management July 2008 - September 2013
Education
Providence College 1993 — 1997
Bachelors, Business Management
Daniel Hand High School 1989 — 1993
UBS Financial Services September 2013 - Present
Morgan Stanley Wealth Management July 2008 - September 2013
Education
Providence College 1993 — 1997
Bachelors, Business Management
Daniel Hand High School 1989 — 1993
Sally Morris Sally Morris's UBS Financial Services Experience March 2012 - October 2012
Job Realtor
Industry Financial Services
Experience
TARVIN REALTORS March 2003 - Present
UBS Financial Services March 2012 - October 2012
AT&T 1983 - 1993
Skills
Real Estate, Negotiation, Selling, Series 7, series 66, Corporate Relocation, Residential Homes, Investments, First Time Home Buyers, Single Family Homes, Seller Representation, Consultants, Customer Relations
Education
Providence College 1978 — 1982
BS, Accounting
TARVIN REALTORS March 2003 - Present
UBS Financial Services March 2012 - October 2012
AT&T 1983 - 1993
Skills
Real Estate, Negotiation, Selling, Series 7, series 66, Corporate Relocation, Residential Homes, Investments, First Time Home Buyers, Single Family Homes, Seller Representation, Consultants, Customer Relations
Education
Providence College 1978 — 1982
BS, Accounting
Chris Shen's UBS Financial Services Experience 2005 - 2005
Job Associate Manager Finance at Taco Bell
Industry Financial Services
Experience
Taco Bell October 2013 - Present
Toyota Financial Services May 2012 - October 2013
VMware 2011 - 2011
Callan Associates 2008 - 2010
State Street California 2006 - 2008
UBS Financial Services 2005 - 2005
Education
University of Southern California - Marshall School of Business 2010 — 2012
Master, Business Administration
Purdue University - Krannert School of Management 2002 — 2006
Bachelor of Science, Business Management; Finance
Taco Bell October 2013 - Present
Toyota Financial Services May 2012 - October 2013
VMware 2011 - 2011
Callan Associates 2008 - 2010
State Street California 2006 - 2008
UBS Financial Services 2005 - 2005
Education
University of Southern California - Marshall School of Business 2010 — 2012
Master, Business Administration
Purdue University - Krannert School of Management 2002 — 2006
Bachelor of Science, Business Management; Finance
Fanny Yang's UBS Financial Services Experience June 2009 - August 2009
Job Consultant for the Information Protection Business Resiliency (IPBR) practice
Industry Information Technology and Services
Experience
KPMG Advisory July 2010 - Present
JPMorgan Chase June 2011 - April 2012
Penn State University September 2008 - August 2010
UBS Financial Services June 2009 - August 2009
Skills
Security, IT Audit, Information Security..., Risk Assessment, IT Strategy, Information Technology, SAS70, Microsoft Office, Project Management, Information Security, Auditing, FISMA, Sarbanes-Oxley Act, Microsoft Excel, NIST 800-53, Financial Advisory, Risk Management, FISCAM, Sarbanes-Oxley, Customer Service, Management, SOX Audits, Third Parties, Security Assessments, Advisory, HIPAA
Education
Penn State University 2006 — 2010
B.S, Information Sciences and Technology
KPMG Advisory July 2010 - Present
JPMorgan Chase June 2011 - April 2012
Penn State University September 2008 - August 2010
UBS Financial Services June 2009 - August 2009
Skills
Security, IT Audit, Information Security..., Risk Assessment, IT Strategy, Information Technology, SAS70, Microsoft Office, Project Management, Information Security, Auditing, FISMA, Sarbanes-Oxley Act, Microsoft Excel, NIST 800-53, Financial Advisory, Risk Management, FISCAM, Sarbanes-Oxley, Customer Service, Management, SOX Audits, Third Parties, Security Assessments, Advisory, HIPAA
Education
Penn State University 2006 — 2010
B.S, Information Sciences and Technology
Gloria Petron Gloria Petron's UBS Financial Services Experience July 2013 - Present
Job Sr User Experience Researcher & Designer at UBS
Industry Internet
Experience
UBS Financial Services July 2013 - Present
NYC UXPA September 2010 - September 2013
Chase February 2011 - July 2013
Citibank July 2010 - October 2010
Weil Gotshal and Manges 2008 - 2010
HSBC Private Bank April 2001 - July 2008
iXL 1999 - 2001
ModemMedia 1997 - 1999
National Football League 1996 - 1997
Skills
User Experience, Information Architecture, Usability Testing, User-centered Design, User Interface Design, Interaction Design, Usability, Visio, User Interface, Information Design, Web Design, Mobile Devices, Dreamweaver, E-commerce, CSS, Requirements Gathering, Project Management, HTML, Copywriting, Team Building, Organizational..., Content Management, Social Media Marketing, Volunteer Management, Strategic Planning, Collaborative Leadership, Team Leadership, Leadership Development, Cross-functional Team..., Wireframes, User Experience Design, Creative Direction, Email Marketing, Flash, Heuristic Evaluation, Strategy
Education
Pratt Institute 1992 — 1994
B.A., Computer Graphics
Pratt Institute 1992 — 1994
Bachelor of Arts (B.A.) in Computer Graphics, 3D Animation
UBS Financial Services July 2013 - Present
NYC UXPA September 2010 - September 2013
Chase February 2011 - July 2013
Citibank July 2010 - October 2010
Weil Gotshal and Manges 2008 - 2010
HSBC Private Bank April 2001 - July 2008
iXL 1999 - 2001
ModemMedia 1997 - 1999
National Football League 1996 - 1997
Skills
User Experience, Information Architecture, Usability Testing, User-centered Design, User Interface Design, Interaction Design, Usability, Visio, User Interface, Information Design, Web Design, Mobile Devices, Dreamweaver, E-commerce, CSS, Requirements Gathering, Project Management, HTML, Copywriting, Team Building, Organizational..., Content Management, Social Media Marketing, Volunteer Management, Strategic Planning, Collaborative Leadership, Team Leadership, Leadership Development, Cross-functional Team..., Wireframes, User Experience Design, Creative Direction, Email Marketing, Flash, Heuristic Evaluation, Strategy
Education
Pratt Institute 1992 — 1994
B.A., Computer Graphics
Pratt Institute 1992 — 1994
Bachelor of Arts (B.A.) in Computer Graphics, 3D Animation
Amanda Forman Amanda Forman's UBS Financial Services Experience May 2007 - December 2008
Job Combustion Equipment, Process Controls, and Instrumentation
Industry Oil & Energy
Experience
Integrated Controls, Inc January 2009 - Present
UBS Financial Services May 2007 - December 2008
Merrill Lynch January 2006 - May 2007
Skills
Series 7, Gas, Instrumentation, Petroleum, Process Control, Negotiation, Sales, Petrochemical, Energy Industry, Leadership, Energy, Oil & Gas Industry, Pipelines, Upstream, Natural Gas, Oil/Gas, Refining, Onshore, Refinery, EPC, Pumps, Power Generation, Offshore Drilling, Project Engineering, Refineries, Power Plants, Valves, Oil & Gas
Education
Oklahoma State University 1999 — 2004
BA of Business Administration, International Business, Sculpture
Bishop Kelley 1995 — 1999
Integrated Controls, Inc January 2009 - Present
UBS Financial Services May 2007 - December 2008
Merrill Lynch January 2006 - May 2007
Skills
Series 7, Gas, Instrumentation, Petroleum, Process Control, Negotiation, Sales, Petrochemical, Energy Industry, Leadership, Energy, Oil & Gas Industry, Pipelines, Upstream, Natural Gas, Oil/Gas, Refining, Onshore, Refinery, EPC, Pumps, Power Generation, Offshore Drilling, Project Engineering, Refineries, Power Plants, Valves, Oil & Gas
Education
Oklahoma State University 1999 — 2004
BA of Business Administration, International Business, Sculpture
Bishop Kelley 1995 — 1999
Jeremy Chaudet Jeremy Chaudet's UBS Financial Services Experience September 2011 - December 2011
Job Real Estate Professional at JCRE Holdings LLC
Industry Real Estate
Experience
Equity Real Estate, LLC September 2015 - Present
JCRE Holdings LLC April 2013 - Present
Kroll Bond Rating Agency, Inc. January 2014 - July 2014
First Federal of Bucks County September 2013 - January 2014
Integrated Financial Group November 2012 - September 2013
EFK Group January 2012 - April 2012
UBS Financial Services September 2011 - December 2011
Skills
Microsoft Excel, French, Financial Analysis, Investments, Investment Properties, Real Estate, Mortgage Banking, Market Research, Credit Analysis, Residential Mortgages, Secondary Mortgage..., Refinance, Correspondent Banking, MBS, Home Equity Loans, FHA financing, FNMA, Creative Financing, Multi Family Properties, Commercial Real Estate, Real Estate Transactions, Real Estate Financing, Mortgage Lending, Rehabbing, FHA Financing
Education
Saint Joseph's University 2013 — 2015
Master of Business Administration (MBA), Finance
Rider University 2009 — 2012
Bachelor of Science in Business Administration, Finance and International Business
Somerville High School 2005 — 2009
Equity Real Estate, LLC September 2015 - Present
JCRE Holdings LLC April 2013 - Present
Kroll Bond Rating Agency, Inc. January 2014 - July 2014
First Federal of Bucks County September 2013 - January 2014
Integrated Financial Group November 2012 - September 2013
EFK Group January 2012 - April 2012
UBS Financial Services September 2011 - December 2011
Skills
Microsoft Excel, French, Financial Analysis, Investments, Investment Properties, Real Estate, Mortgage Banking, Market Research, Credit Analysis, Residential Mortgages, Secondary Mortgage..., Refinance, Correspondent Banking, MBS, Home Equity Loans, FHA financing, FNMA, Creative Financing, Multi Family Properties, Commercial Real Estate, Real Estate Transactions, Real Estate Financing, Mortgage Lending, Rehabbing, FHA Financing
Education
Saint Joseph's University 2013 — 2015
Master of Business Administration (MBA), Finance
Rider University 2009 — 2012
Bachelor of Science in Business Administration, Finance and International Business
Somerville High School 2005 — 2009
Michael Kuligowski, MBA Michael Kuligowski, MBA's UBS Financial Services Experience July 2008 - December 2008
Job Entrepreneur
Industry Financial Services
Experience
Comfort Keepers September 2013 - Present
Merrill Lynch April 2013 - September 2013
Scottrade Financial Services January 2009 - March 2013
UBS Financial Services July 2008 - December 2008
J.D. Power and Associates June 2007 - January 2008
Skills
Series 7, Series 63, FINRA, ETFs, Uniform Combined State..., Securities, Mutual Funds, Equities, Equity Trading, Options, Fixed Income, Bonds, Wealth Management, Investments, Asset Allocation, Securities Trading, Fixed Income Trading, REITs, Financial Advisory, Trading, Derivatives, Investment Advisory, Investment Strategies
Education
Walsh College 2010 — 2012
Master of Business Administration (MBA), International Business
Oakland University 2007 — 2009
Bachelor of Science (B.S.), Finance
Comfort Keepers September 2013 - Present
Merrill Lynch April 2013 - September 2013
Scottrade Financial Services January 2009 - March 2013
UBS Financial Services July 2008 - December 2008
J.D. Power and Associates June 2007 - January 2008
Skills
Series 7, Series 63, FINRA, ETFs, Uniform Combined State..., Securities, Mutual Funds, Equities, Equity Trading, Options, Fixed Income, Bonds, Wealth Management, Investments, Asset Allocation, Securities Trading, Fixed Income Trading, REITs, Financial Advisory, Trading, Derivatives, Investment Advisory, Investment Strategies
Education
Walsh College 2010 — 2012
Master of Business Administration (MBA), International Business
Oakland University 2007 — 2009
Bachelor of Science (B.S.), Finance
Sabina Khan Sabina Khan's UBS Financial Services Experience September 2011 - April 2012
Job HR Business Partner at BlackRock
Industry Financial Services
Experience
BlackRock March 2014 - Present
Thomson Reuters April 2012 - March 2014
UBS Financial Services September 2011 - April 2012
UBS Wealth Management September 2009 - August 2011
UBS Wealth Management July 2008 - August 2009
UBS Wealth Management March 2006 - June 2008
Skills
Performance Management, Succession Planning, Talent Management, Talent Acquisition, Change Management, Risk Management, Employee Relations, Financial Analysis, Human Resources, Onboarding, HRIS, Personnel Management, Financial Services, Employee Engagement, Organizational..., Leadership
Education
Penn State University 2001 — 2005
Supply Chain & Information Systems
BlackRock March 2014 - Present
Thomson Reuters April 2012 - March 2014
UBS Financial Services September 2011 - April 2012
UBS Wealth Management September 2009 - August 2011
UBS Wealth Management July 2008 - August 2009
UBS Wealth Management March 2006 - June 2008
Skills
Performance Management, Succession Planning, Talent Management, Talent Acquisition, Change Management, Risk Management, Employee Relations, Financial Analysis, Human Resources, Onboarding, HRIS, Personnel Management, Financial Services, Employee Engagement, Organizational..., Leadership
Education
Penn State University 2001 — 2005
Supply Chain & Information Systems
Bruce Mitten's UBS Financial Services Experience January 2003 - Present
Job Vice President Investments at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services January 2003 - Present
AXA Advisors June 1993 - January 2003
Triune Steel Erectors, Inc. January 1989 - June 1993
Bank One Trust Company, N.A. November 1977 - January 1989
Swaim, Zimmerly & Swaim August 1976 - November 1977
Education
University of Illinois College of Law 1973 — 1976
J.D.
Olivet Nazarene University 1970 — 1973
B.A., Magna Cum Laude
UBS Financial Services January 2003 - Present
AXA Advisors June 1993 - January 2003
Triune Steel Erectors, Inc. January 1989 - June 1993
Bank One Trust Company, N.A. November 1977 - January 1989
Swaim, Zimmerly & Swaim August 1976 - November 1977
Education
University of Illinois College of Law 1973 — 1976
J.D.
Olivet Nazarene University 1970 — 1973
B.A., Magna Cum Laude
Ross Lipman Ross Lipman's UBS Financial Services Experience September 2006 - April 2009
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch December 2012 - Present
Financial Services January 2011 - Present
Ameris Bank June 2009 - January 2011
UBS Financial Services September 2006 - April 2009
Wm R Hough / RBC Dain Rauscher June 1998 - November 2005
SunTrust Capital Markets December 1992 - April 1998
John Linder Senate Campaign May 1992 - November 1992
Skills
Wealth Management, Portfolio Management, Asset Managment, Investments, Series 7, Series 66, Strategic Financial..., Retirement Planning, Fixed Income Trading, Institutional Sales, Investment Strategies, Mutual Funds, Investment Advisory, Securities, Loans, Equities, New Business Development, Fully Managed Accounts, Real Estate, Wrap Fee Accounts, Fee Based Accounts, Finance, Investment Management, 401k, Fixed Income, Alternative Investments, Financial Services, Financial Advisory, Financial Planners
Education
Oglethorpe University 1982 — 1986
Bachelor's degree, Poli Sci / Econ
Merrill Lynch December 2012 - Present
Financial Services January 2011 - Present
Ameris Bank June 2009 - January 2011
UBS Financial Services September 2006 - April 2009
Wm R Hough / RBC Dain Rauscher June 1998 - November 2005
SunTrust Capital Markets December 1992 - April 1998
John Linder Senate Campaign May 1992 - November 1992
Skills
Wealth Management, Portfolio Management, Asset Managment, Investments, Series 7, Series 66, Strategic Financial..., Retirement Planning, Fixed Income Trading, Institutional Sales, Investment Strategies, Mutual Funds, Investment Advisory, Securities, Loans, Equities, New Business Development, Fully Managed Accounts, Real Estate, Wrap Fee Accounts, Fee Based Accounts, Finance, Investment Management, 401k, Fixed Income, Alternative Investments, Financial Services, Financial Advisory, Financial Planners
Education
Oglethorpe University 1982 — 1986
Bachelor's degree, Poli Sci / Econ
Drew Sapede's UBS Financial Services Experience May 2008 - August 2008
Job Senior Registered Financial Analyst Merrill Lynch Private Banking and Investment Group
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
UBS Wealth Management June 2010 - Present
JPMorgan Chase May 2013 - July 2014
UBS February 2009 - June 2010
Clever Devices November 2008 - February 2009
Northwestern Mutual August 2008 - November 2008
UBS Financial Services May 2008 - August 2008
Skills
Bloomberg Terminal, Bloomberg, Series 7, Series 63, PowerPoint, Microsoft Excel, Investments, Mutual Funds, Asset Allocation, Securities, Data Analysis, Fixed Income, Equities, Uniform Combined State..., Wealth Management, Financial Modeling, Strategic Financial..., Microsoft Office, Retirement Planning, Investment Strategies, CFA candidate
Education
Quinnipiac University 2004 — 2008
BS, Finance
Quinnipiac University - School of Business 2004 — 2008
BS, Finance
Quinnipiac University
Bachelor of Arts
Merrill Lynch July 2014 - Present
UBS Wealth Management June 2010 - Present
JPMorgan Chase May 2013 - July 2014
UBS February 2009 - June 2010
Clever Devices November 2008 - February 2009
Northwestern Mutual August 2008 - November 2008
UBS Financial Services May 2008 - August 2008
Skills
Bloomberg Terminal, Bloomberg, Series 7, Series 63, PowerPoint, Microsoft Excel, Investments, Mutual Funds, Asset Allocation, Securities, Data Analysis, Fixed Income, Equities, Uniform Combined State..., Wealth Management, Financial Modeling, Strategic Financial..., Microsoft Office, Retirement Planning, Investment Strategies, CFA candidate
Education
Quinnipiac University 2004 — 2008
BS, Finance
Quinnipiac University - School of Business 2004 — 2008
BS, Finance
Quinnipiac University
Bachelor of Arts
Hope Valera Hope Valera's UBS Financial Services Experience 2001 - 2005
Job Director of HR at Tarte Cosmetics
Industry Cosmetics
Experience
Tarte Cosmetics August 2015 - Present
Weight Watchers International February 2012 - August 2015
kate spade new york October 2010 - February 2012
Liz Claiborne April 2005 - September 2010
UBS FInancial Services 2001 - 2005
Education
Rutgers University-New Brunswick 1997 — 2001
Tarte Cosmetics August 2015 - Present
Weight Watchers International February 2012 - August 2015
kate spade new york October 2010 - February 2012
Liz Claiborne April 2005 - September 2010
UBS FInancial Services 2001 - 2005
Education
Rutgers University-New Brunswick 1997 — 2001
Andrew Kittelson, CIMA Andrew Kittelson, CIMA's UBS Financial Services Experience September 2003 - Present
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS Financial Services September 2003 - Present
Merrill Lynch August 1998 - September 2003
Bank of America May 1997 - August 1998
Bank of America September 1994 - September 1997
Skills
Finance, Wealth Management, Mutual Funds, Investments, Series 7, Retirement Planning, Financial Analysis, Uniform Combined State..., Asset Management, Strategic Financial..., Portfolio Management, Financial Planning, Series 63, Equities, Wealth, Alternative Investments, Asset Allocation, Series 65
Education
Providence College 1995 — 1997
MBA, Finance
University of Rhode Island - College of Business Administration 1990 — 1994
BS, Finance
UBS Financial Services September 2003 - Present
Merrill Lynch August 1998 - September 2003
Bank of America May 1997 - August 1998
Bank of America September 1994 - September 1997
Skills
Finance, Wealth Management, Mutual Funds, Investments, Series 7, Retirement Planning, Financial Analysis, Uniform Combined State..., Asset Management, Strategic Financial..., Portfolio Management, Financial Planning, Series 63, Equities, Wealth, Alternative Investments, Asset Allocation, Series 65
Education
Providence College 1995 — 1997
MBA, Finance
University of Rhode Island - College of Business Administration 1990 — 1994
BS, Finance
Daniel Snodgrass, CRPS Daniel Snodgrass, CRPS's UBS Financial Services Experience September 2008 - Present
Job Financial Advisor with UBS
Industry Financial Services
Experience
UBS Financial Services September 2008 - Present
Smith Barney December 2005 - September 2008
Smith Barney October 1999 - November 2005
Education
Rutgers, The State University of New Jersey-Camden 1995 — 2000
Bachelor's degree, Economics
Rutgers, The State University of New Jersey-New Brunswick 1995 — 2000
Bachelor of Arts (B.A.), Economics
Washington Township High School 1991 — 1995
UBS Financial Services September 2008 - Present
Smith Barney December 2005 - September 2008
Smith Barney October 1999 - November 2005
Education
Rutgers, The State University of New Jersey-Camden 1995 — 2000
Bachelor's degree, Economics
Rutgers, The State University of New Jersey-New Brunswick 1995 — 2000
Bachelor of Arts (B.A.), Economics
Washington Township High School 1991 — 1995
Joseph O'Shea Joseph O'Shea's UBS Financial Services Experience January 2010 - May 2010
Job Trading Assistant at Aristeia Capital
Industry Investment Banking
Experience
Aristeia Capital June 2015 - Present
TPG-Axon Capital October 2012 - June 2015
HedgeServ September 2011 - October 2012
UBS Investment Bank February 2011 - September 2011
UBS Financial Services January 2010 - May 2010
AQR Capital Management LLC May 2009 - January 2010
Skills
Equities, Hedge Funds, Bloomberg, Options, Trading, Fixed Income, Microsoft Office, Microsoft Excel, Portfolio Management, Securities, Middle Office, Investments, Derivatives, VBA, CDS, CFDs, Corporate Actions, Excel, Charles River IMS, Beauchamp, Oasys, Omgeo Oasys, Futures
Education
Providence College 2006 — 2010
Bachelor of Science, Finance
Iona Preparatory School 2002 — 2006
Aristeia Capital June 2015 - Present
TPG-Axon Capital October 2012 - June 2015
HedgeServ September 2011 - October 2012
UBS Investment Bank February 2011 - September 2011
UBS Financial Services January 2010 - May 2010
AQR Capital Management LLC May 2009 - January 2010
Skills
Equities, Hedge Funds, Bloomberg, Options, Trading, Fixed Income, Microsoft Office, Microsoft Excel, Portfolio Management, Securities, Middle Office, Investments, Derivatives, VBA, CDS, CFDs, Corporate Actions, Excel, Charles River IMS, Beauchamp, Oasys, Omgeo Oasys, Futures
Education
Providence College 2006 — 2010
Bachelor of Science, Finance
Iona Preparatory School 2002 — 2006
Janet Ziegler's UBS Financial Services Experience September 2012 - Present
Job CERTIFIED FINANCIAL PLANNER™, Vice President, Banks Ziegler Group at UBS
Industry Financial Services
Experience
UBS Financial Services September 2012 - Present
Merrill Lynch Wealth Management June 2005 - September 2012
Rohm and Haas Company 2003 - May 2005
Rohm and Haas Company 1998 - 2002
Rohm and Haas Company 1994 - 1997
Rohm and Haas Company 1991 - 1993
Education
Rider University
MBA
Princeton University 1980 — 1984
BSE
UBS Financial Services September 2012 - Present
Merrill Lynch Wealth Management June 2005 - September 2012
Rohm and Haas Company 2003 - May 2005
Rohm and Haas Company 1998 - 2002
Rohm and Haas Company 1994 - 1997
Rohm and Haas Company 1991 - 1993
Education
Rider University
MBA
Princeton University 1980 — 1984
BSE
Mary Ann McGuinness, CWS® Mary Ann McGuinness, CWS®'s UBS Financial Services Experience 2000 - 2009
Job Financial Advisor at Investors Capital
Industry Financial Services
Experience
Investors Capital 2009 - Present
UBS Financial Services 2000 - 2009
Paine Webber Financial Services 1991 - 2000
Skills
Mutual Funds, Investments, Series 7, Retirement Planning, Equities
Education
Pace University - Lubin School of Business
BBA, Marketing major
Investors Capital 2009 - Present
UBS Financial Services 2000 - 2009
Paine Webber Financial Services 1991 - 2000
Skills
Mutual Funds, Investments, Series 7, Retirement Planning, Equities
Education
Pace University - Lubin School of Business
BBA, Marketing major
Anagha Madrigal's UBS Financial Services Experience July 2003 - May 2009
Job Internal Client Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan September 2012 - Present
Russell Investments July 2011 - August 2012
Fidelity Investments October 2009 - July 2011
UBS Financial Services July 2003 - May 2009
Skills
Strategy, CRM, Project Management, ETFs, Asset Allocation, Cross-functional Team..., Salesforce.com, Business Development, Investments, Wealth Management, Leadership, Financial Services, Business Strategy, Management, Product Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2009
Executive MBA
Vanderbilt University 1999 — 2003
Economics
J.P. Morgan September 2012 - Present
Russell Investments July 2011 - August 2012
Fidelity Investments October 2009 - July 2011
UBS Financial Services July 2003 - May 2009
Skills
Strategy, CRM, Project Management, ETFs, Asset Allocation, Cross-functional Team..., Salesforce.com, Business Development, Investments, Wealth Management, Leadership, Financial Services, Business Strategy, Management, Product Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2009
Executive MBA
Vanderbilt University 1999 — 2003
Economics
Ashley Woodburn's UBS Financial Services Experience May 2008 - January 2009
Job Goldman Sachs Asset Management
Industry Financial Services
Experience
Goldman Sachs December 2014 - Present
Goldman Sachs April 2013 - December 2014
The Chicago Trust Company, A Wintrust Wealth Management Company October 2009 - April 2013
Wintrust Wealth Management January 2010 - January 2012
UBS Financial Services May 2008 - January 2009
Skills
Investments, Portfolio Management, Financial Analysis, CRM, Series 7, Sales, Mutual Funds, Customer Service, Series 63, Leadership, Process Improvement, Training, Alternative Investments, Asset Allocation, Investment Management
Education
International Business Institute 2009 — 2009
International Business & Finance
Olivet Nazarene University 2005 — 2009
Bachelor of Science (B.S.), Economics/Finance
Goldman Sachs December 2014 - Present
Goldman Sachs April 2013 - December 2014
The Chicago Trust Company, A Wintrust Wealth Management Company October 2009 - April 2013
Wintrust Wealth Management January 2010 - January 2012
UBS Financial Services May 2008 - January 2009
Skills
Investments, Portfolio Management, Financial Analysis, CRM, Series 7, Sales, Mutual Funds, Customer Service, Series 63, Leadership, Process Improvement, Training, Alternative Investments, Asset Allocation, Investment Management
Education
International Business Institute 2009 — 2009
International Business & Finance
Olivet Nazarene University 2005 — 2009
Bachelor of Science (B.S.), Economics/Finance
Brett Lewkowitz Brett Lewkowitz's UBS Financial Services Experience June 2013 - August 2013
Job Research Analyst Private Equity at Cognolink Limited
Industry Financial Services
Experience
Cognolink Limited June 2015 - Present
Cognolink Limited June 2014 - August 2014
Frontier Healthcare Holdings June 2013 - August 2013
UBS Financial Services June 2013 - August 2013
Wall Street Boot Camp January 2013 - May 2013
UBS Financial Services May 2012 - August 2012
Feldman Meinberg LLP CPA September 2007 - June 2008
Skills
Investments, Leadership, Microsoft Excel, Microsoft Office, PowerPoint
Education
Penn State University 2011 — 2015
Bachelor of Science (BS), Finance
Smeal College of Business Class of 2015 2011 — 2015
Bachelor of Science (B.S.), Finance
Universitat Autònoma de Barcelona 2014 — 2014
International Business
Cognolink Limited June 2015 - Present
Cognolink Limited June 2014 - August 2014
Frontier Healthcare Holdings June 2013 - August 2013
UBS Financial Services June 2013 - August 2013
Wall Street Boot Camp January 2013 - May 2013
UBS Financial Services May 2012 - August 2012
Feldman Meinberg LLP CPA September 2007 - June 2008
Skills
Investments, Leadership, Microsoft Excel, Microsoft Office, PowerPoint
Education
Penn State University 2011 — 2015
Bachelor of Science (BS), Finance
Smeal College of Business Class of 2015 2011 — 2015
Bachelor of Science (B.S.), Finance
Universitat Autònoma de Barcelona 2014 — 2014
International Business
Slavyana Sholudko Slavyana Sholudko's UBS Financial Services Experience June 2011 - Present
Job Client Service Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services June 2011 - Present
UBS Financial Services, The Abrams Group September 2010 - May 2011
Pinkyotto January 2009 - May 2009
Education
Pace University - Lubin School of Business 2008 — 2012
Dual Majors BBA, Finance, International Management
JP Stevens
UBS Financial Services June 2011 - Present
UBS Financial Services, The Abrams Group September 2010 - May 2011
Pinkyotto January 2009 - May 2009
Education
Pace University - Lubin School of Business 2008 — 2012
Dual Majors BBA, Finance, International Management
JP Stevens
Glen McMillan Glen McMillan's UBS Financial Services Experience October 2008 - December 2011
Job Graduate Student MBA
Industry Financial Services
Experience
MHANJ 2013 - Present
UBS FINANCIAL SERVICES October 2008 - December 2011
UBS FINANCIAL SERVICES May 2005 - October 2008
UBS FINANCIAL SERVICES August 2000 - May 2005
Morgan Stanley June 1998 - September 1999
Skills
Account Reconciliation, Financial Risk, Loans, Internal Controls, Internal Audit, Data Analysis, Banking, Funding, Financial Services, Financial Analysis, Mary Ellen Copeland...
Education
Saint Peter's University 2014 — 2015
Master of Business Administration (MBA), Finance, General
Pace University
Bachelors of Business Administration, Finance
MHANJ 2013 - Present
UBS FINANCIAL SERVICES October 2008 - December 2011
UBS FINANCIAL SERVICES May 2005 - October 2008
UBS FINANCIAL SERVICES August 2000 - May 2005
Morgan Stanley June 1998 - September 1999
Skills
Account Reconciliation, Financial Risk, Loans, Internal Controls, Internal Audit, Data Analysis, Banking, Funding, Financial Services, Financial Analysis, Mary Ellen Copeland...
Education
Saint Peter's University 2014 — 2015
Master of Business Administration (MBA), Finance, General
Pace University
Bachelors of Business Administration, Finance
kevin leamy's UBS Financial Services Experience March 2015 - Present
Job Summer Intern at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services March 2015 - Present
Earth on Tap March 2014 - August 2014
Skills
Management, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Statistics, Financial Analysis
Education
Oklahoma State University 2012 — 2016
Bachelor's Degree, Finance and Economics
UBS Financial Services March 2015 - Present
Earth on Tap March 2014 - August 2014
Skills
Management, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Statistics, Financial Analysis
Education
Oklahoma State University 2012 — 2016
Bachelor's Degree, Finance and Economics
Felicia Smith Felicia Smith's UBS Financial Services Experience May 2008 - July 2008
Job Licensed Realtor at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
The Rollins Group at Page Taft Christie's International Real Estate June 2015 - Present
Equity Office Properties July 2014 - January 2015
Shorenstein Realty Services May 2014 - July 2014
Vornado Realty Trust June 2013 - May 2014
Vornado Realty Trust January 2013 - June 2013
Vornado Realty Trust July 2012 - February 2013
AZ Realty NYC September 2011 - July 2012
Pratt Institute August 2010 - May 2012
DOCOMOMO US April 2011 - October 2011
UBS Financial Services May 2008 - July 2008
Skills
Branding & Identity, Administrative..., Community Outreach, Organization, Adobe Creative Suite, Research, Photoshop, Microsoft Office, AutoCAD, Social Media, Project Management, Historic Preservation, Public Relations, Public Speaking, Nonprofits, Press Releases
Education
Pratt Institute 2010 — 2012
Masters, Historic Preservation
Tulane University 2003 — 2007
BA, Art History, American History
The Rollins Group at Page Taft Christie's International Real Estate June 2015 - Present
Equity Office Properties July 2014 - January 2015
Shorenstein Realty Services May 2014 - July 2014
Vornado Realty Trust June 2013 - May 2014
Vornado Realty Trust January 2013 - June 2013
Vornado Realty Trust July 2012 - February 2013
AZ Realty NYC September 2011 - July 2012
Pratt Institute August 2010 - May 2012
DOCOMOMO US April 2011 - October 2011
UBS Financial Services May 2008 - July 2008
Skills
Branding & Identity, Administrative..., Community Outreach, Organization, Adobe Creative Suite, Research, Photoshop, Microsoft Office, AutoCAD, Social Media, Project Management, Historic Preservation, Public Relations, Public Speaking, Nonprofits, Press Releases
Education
Pratt Institute 2010 — 2012
Masters, Historic Preservation
Tulane University 2003 — 2007
BA, Art History, American History
Justin Epstein's UBS Financial Services Experience July 2004 - July 2006
Job Investment Sales RIA, Family Office, and Private Bank (East Coast Region) at HSBC Global Asset Management
Industry Financial Services
Experience
HSBC Global Asset Management March 2015 - Present
BNY Mellon Investment Management June 2010 - March 2015
BNY Mellon Investment Management June 2010 - January 2011
PIMCO/Allianz Global Investors July 2006 - June 2010
UBS Financial Services July 2004 - July 2006
Skills
Series 7, Series 63, Series 65, Mutual Funds, Asset Allocation, Alternative Investments, Uniform Combined State..., Separately Managed..., Securities, Asset Management, Investments, Investment Management, Bonds, Hedge Funds, Wealth Management, ETFs, Fixed Income, Equities, Portfolio Management
Education
Penn State University 2000 — 2004
Bachelor of Science (B.S.), Finance
HSBC Global Asset Management March 2015 - Present
BNY Mellon Investment Management June 2010 - March 2015
BNY Mellon Investment Management June 2010 - January 2011
PIMCO/Allianz Global Investors July 2006 - June 2010
UBS Financial Services July 2004 - July 2006
Skills
Series 7, Series 63, Series 65, Mutual Funds, Asset Allocation, Alternative Investments, Uniform Combined State..., Separately Managed..., Securities, Asset Management, Investments, Investment Management, Bonds, Hedge Funds, Wealth Management, ETFs, Fixed Income, Equities, Portfolio Management
Education
Penn State University 2000 — 2004
Bachelor of Science (B.S.), Finance
Debbie Pickert's UBS Financial Services Experience 1998 - 2001
Job Divisional Administrative Officer, Executive Director
Industry Financial Services
Experience
UBS Financial Services Inc. 2010 - Present
UBS Financial Services Inc. 2001 - 2010
UBS Financial Services 1998 - 2001
PaineWebber 1997 - 1998
PaineWebber 1993 - 1997
PaineWebber 1990 - 1993
Skills
Securities, Licensing, Wealth Management, Mutual Funds, Alternative Investments, Asset Allocation, Risk Management, Fixed Income, Equities, Hedge Funds, FINRA, Investment Advisory
Education
Radford University 1984 — 1988
BS, Finance
Radford University 1984 — 1988
BS, Finance
UBS Financial Services Inc. 2010 - Present
UBS Financial Services Inc. 2001 - 2010
UBS Financial Services 1998 - 2001
PaineWebber 1997 - 1998
PaineWebber 1993 - 1997
PaineWebber 1990 - 1993
Skills
Securities, Licensing, Wealth Management, Mutual Funds, Alternative Investments, Asset Allocation, Risk Management, Fixed Income, Equities, Hedge Funds, FINRA, Investment Advisory
Education
Radford University 1984 — 1988
BS, Finance
Radford University 1984 — 1988
BS, Finance
Tracy Holloway's UBS Financial Services Experience November 2007 - April 2009
Job National Account Manager at The Wedding Salon
Industry Marketing and Advertising
Experience
The Wedding Salon May 2014 - Present
Rouge Media Group January 2014 - May 2014
The Great Bridal Expo January 2013 - February 2014
SmartCEO Magazine August 2012 - December 2012
The Wedding Salon July 2010 - June 2012
The Owens Group Insurance June 2009 - June 2010
UBS Financial Services November 2007 - April 2009
Tribeca Film Festival May 2005 - May 2008
MSNBC June 2006 - August 2006
Skills
Event Management, Trade Shows, Event Planning, Online Advertising, Advertising, Social Media Marketing, Marketing, New Business Development, Account Management, Sales Management, Events Coordination, Management, Digital Marketing, Media Sales, Advertising Sales, National Accounts, Press Releases, Email Marketing, Corporate Events, Marketing Communications, Digital Media, Sponsorship, Sales, Leadership, Weddings, Entrepreneurship, Social Media, Publishing, Corporate Communications, Celebrity, Creative Direction, Lead Generation, Digital Strategy, Video, Brand Awareness, Publicity, Online Marketing, Integrated Marketing, Blogging, Selling, Social Networking, Marketing Strategy, Facebook, Strategic Partnerships, Relationship Marketing, Media Relations, Public Relations, Strategy, Business Development
Education
Pace University - Lubin School of Business
Bachelors, Business Communications
Raritan Valley Community College
Associate of Arts (A.A.), Communications
West Virginia University
Journalism/ Public Relations
The Wedding Salon May 2014 - Present
Rouge Media Group January 2014 - May 2014
The Great Bridal Expo January 2013 - February 2014
SmartCEO Magazine August 2012 - December 2012
The Wedding Salon July 2010 - June 2012
The Owens Group Insurance June 2009 - June 2010
UBS Financial Services November 2007 - April 2009
Tribeca Film Festival May 2005 - May 2008
MSNBC June 2006 - August 2006
Skills
Event Management, Trade Shows, Event Planning, Online Advertising, Advertising, Social Media Marketing, Marketing, New Business Development, Account Management, Sales Management, Events Coordination, Management, Digital Marketing, Media Sales, Advertising Sales, National Accounts, Press Releases, Email Marketing, Corporate Events, Marketing Communications, Digital Media, Sponsorship, Sales, Leadership, Weddings, Entrepreneurship, Social Media, Publishing, Corporate Communications, Celebrity, Creative Direction, Lead Generation, Digital Strategy, Video, Brand Awareness, Publicity, Online Marketing, Integrated Marketing, Blogging, Selling, Social Networking, Marketing Strategy, Facebook, Strategic Partnerships, Relationship Marketing, Media Relations, Public Relations, Strategy, Business Development
Education
Pace University - Lubin School of Business
Bachelors, Business Communications
Raritan Valley Community College
Associate of Arts (A.A.), Communications
West Virginia University
Journalism/ Public Relations
Russell Muser Russell Muser's UBS Financial Services Experience December 2012 - Present
Job Wealth Management Associate at UBS Financial Services The Damante Katz Wealth Management Group
Industry Financial Services
Experience
UBS Financial Services December 2012 - Present
Morgan Stanley Wealth Management July 2012 - December 2012
Morgan Stanley May 2010 - July 2012
S May 2005 - May 2010
Skills
Wealth Management, Client Services, Finance, Series 7, Series 63, Uniform Combined State..., Retirement Planning, Mutual Funds, Investment Advisory, Asset Allocation, Investments, Securities, Series 65, FINRA, ETFs, Portfolio Management, Fixed Income, Strategic Financial..., Equities, Financial Advisory, Investment Management
Education
Quinnipiac University - School of Business 2002 — 2005
Bachelor's Degree, Finance, General, Summa Cum Laude
Skidmore College 2001 — 2002
Undecided
Ramsey High School 1997 — 2001
UBS Financial Services December 2012 - Present
Morgan Stanley Wealth Management July 2012 - December 2012
Morgan Stanley May 2010 - July 2012
S May 2005 - May 2010
Skills
Wealth Management, Client Services, Finance, Series 7, Series 63, Uniform Combined State..., Retirement Planning, Mutual Funds, Investment Advisory, Asset Allocation, Investments, Securities, Series 65, FINRA, ETFs, Portfolio Management, Fixed Income, Strategic Financial..., Equities, Financial Advisory, Investment Management
Education
Quinnipiac University - School of Business 2002 — 2005
Bachelor's Degree, Finance, General, Summa Cum Laude
Skidmore College 2001 — 2002
Undecided
Ramsey High School 1997 — 2001
Melissa Giovagnoli's UBS Financial Services Experience July 1986 - July 2005
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2009 - Present
Smith Barney September 2005 - December 2009
UBS Financial Services July 1986 - July 2005
Skills
Managed Futures
Education
Northwestern University 1988 — 1989
Evening College
University of Missouri-Columbia 1974 — 1976
Social Work
Taylorville Senior High School 1971 — 1974
High School Diploma
Wells Fargo Advisors, LLC December 2009 - Present
Smith Barney September 2005 - December 2009
UBS Financial Services July 1986 - July 2005
Skills
Managed Futures
Education
Northwestern University 1988 — 1989
Evening College
University of Missouri-Columbia 1974 — 1976
Social Work
Taylorville Senior High School 1971 — 1974
High School Diploma
Hayley Butcher's UBS Financial Services Experience December 2014 - March 2015
Job UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management April 2015 - Present
Midwest Training and Ice Center June 2006 - Present
USA Gymnastics July 2009 - May 2015
UBS Financial Services December 2014 - March 2015
Education
Purdue University 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance
UBS Wealth Management April 2015 - Present
Midwest Training and Ice Center June 2006 - Present
USA Gymnastics July 2009 - May 2015
UBS Financial Services December 2014 - March 2015
Education
Purdue University 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance
Henry Rivera Henry Rivera's UBS Financial Services Experience September 2008 - October 2009
Job Project Manager at MetLife
Industry Insurance
Experience
MetLife August 2014 - Present
MetLife December 2013 - August 2014
Morgan Stanley May 2010 - December 2013
UBS Financial Services September 2008 - October 2009
UBS Financial Services July 2006 - September 2008
UBS Financial Services August 1999 - July 2006
UBS Financial Services January 1999 - August 1999
UBS Financial Services November 1997 - December 1998
UBS Financial Services July 1995 - November 1997
Legal Aid Society January 1989 - June 1995
Skills
Software Quality..., Software Project..., Usability Testing, Quality Assurance, Testing, Integration, Management, Security, Test Planning, Training, Troubleshooting, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Agile Methodologies, Project Management, Business Requirements, SDLC, Process Improvement, Software Development, Visio, Quality Center, SharePoint, Business Analysis, SQL, Scrum, Vendor Management, Risk Management, IT Strategy, Project Portfolio..., PMO
Education
Pace University
BBA, Management & Information Systems
MetLife August 2014 - Present
MetLife December 2013 - August 2014
Morgan Stanley May 2010 - December 2013
UBS Financial Services September 2008 - October 2009
UBS Financial Services July 2006 - September 2008
UBS Financial Services August 1999 - July 2006
UBS Financial Services January 1999 - August 1999
UBS Financial Services November 1997 - December 1998
UBS Financial Services July 1995 - November 1997
Legal Aid Society January 1989 - June 1995
Skills
Software Quality..., Software Project..., Usability Testing, Quality Assurance, Testing, Integration, Management, Security, Test Planning, Training, Troubleshooting, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Agile Methodologies, Project Management, Business Requirements, SDLC, Process Improvement, Software Development, Visio, Quality Center, SharePoint, Business Analysis, SQL, Scrum, Vendor Management, Risk Management, IT Strategy, Project Portfolio..., PMO
Education
Pace University
BBA, Management & Information Systems
Carol McNeill-Skorupan, MBA, CPA, PFS, CFP® Carol McNeill-Skorupan, MBA, CPA, PFS, CFP®'s UBS Financial Services Experience 2004 - 2009
Job Financial Advisor/Associate Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2009 - Present
Ameriprise Financial Services, Inc. 2009 - Present
UBS Financial Services 2004 - 2009
Skills
Retirement Planning..., Retirement Income..., Small Business, Investment Management, Family Finances, Tax & Estate Planning..., Women's Financial..., Wealth Preservation...
Education
Purdue University
Bachelor of Science (BS), Business Economics, Computer Science
University of Wisconsin-Madison
Master of Business Administration (MBA), Accounting
Ameriprise Financial 2009 - Present
Ameriprise Financial Services, Inc. 2009 - Present
UBS Financial Services 2004 - 2009
Skills
Retirement Planning..., Retirement Income..., Small Business, Investment Management, Family Finances, Tax & Estate Planning..., Women's Financial..., Wealth Preservation...
Education
Purdue University
Bachelor of Science (BS), Business Economics, Computer Science
University of Wisconsin-Madison
Master of Business Administration (MBA), Accounting
Daniel Galperin, MBA Daniel Galperin, MBA's UBS Financial Services Experience August 2009 - December 2009
Job Investment Accountant (Contract Position) at New York Life Insurance Company
Industry Financial Services
Experience
Citi September 2013 - February 2014
JPMorgan Chase June 2013 - September 2013
Citi March 2012 - May 2012
Pershing May 2011 - June 2011
UBS Financial Services August 2009 - December 2009
HSBC Alternative Fund Services March 2006 - December 2008
GlobeOp Financial Services July 2004 - March 2006
Kinetics Asset Management October 2003 - April 2004
Skills
Bloomberg, Fixed Income, Bloomberg Terminal, Microsoft Office, SQL, Hedge Funds, QuickBooks, Securities, Reuters, Geneva, Eagle, Account Reconciliation, Corporate Actions, Microsoft Excel, Microsoft Word, PowerPoint, SAP, Crystal Reports, Monthly Close
Education
Rutgers University-New Brunswick 1999 — 2003
Bachelor’s Degree, Economics
Baruch College, Zicklin School of Business
Master of Business Administration, Finance and Marketing, 3.2
Citi September 2013 - February 2014
JPMorgan Chase June 2013 - September 2013
Citi March 2012 - May 2012
Pershing May 2011 - June 2011
UBS Financial Services August 2009 - December 2009
HSBC Alternative Fund Services March 2006 - December 2008
GlobeOp Financial Services July 2004 - March 2006
Kinetics Asset Management October 2003 - April 2004
Skills
Bloomberg, Fixed Income, Bloomberg Terminal, Microsoft Office, SQL, Hedge Funds, QuickBooks, Securities, Reuters, Geneva, Eagle, Account Reconciliation, Corporate Actions, Microsoft Excel, Microsoft Word, PowerPoint, SAP, Crystal Reports, Monthly Close
Education
Rutgers University-New Brunswick 1999 — 2003
Bachelor’s Degree, Economics
Baruch College, Zicklin School of Business
Master of Business Administration, Finance and Marketing, 3.2
Stacy Goldsmith Stacy Goldsmith's UBS Financial Services Experience December 2008 - February 2012
Job Vice President at Herbert J. Sims & Co Inc Fixed Income Specialist
Industry Financial Services
Experience
Herbert J. Sims & Co. February 2012 - Present
UBS Financial Services December 2008 - February 2012
Glen Rauch Securities August 2004 - December 2008
Dime Securities April 2001 - October 2003
WM Financial Services 2001 - October 2003
First Union Brokerage Services January 1996 - April 2001
First Fidelity Bank 1992 - 1996
First Institutional Securities Inc 1990 - 1992
Discount Corporation of NY Municipals 1985 - 1989
Skills
Investments, Bonds, Series 7, Series 63, Wealth Management, Asset Managment, Trading, Securities, Fixed Income, Equities, Economics, Portfolio Management, Capital Markets, Investment Banking, Mutual Funds, FINRA, Alternative Investments, Asset Allocation, Bloomberg, Uniform Combined State..., Asset Management, Investment Strategies, Series 24
Education
Rutgers, The State University of New Jersey-New Brunswick 1979 — 1983
BA
Herbert J. Sims & Co. February 2012 - Present
UBS Financial Services December 2008 - February 2012
Glen Rauch Securities August 2004 - December 2008
Dime Securities April 2001 - October 2003
WM Financial Services 2001 - October 2003
First Union Brokerage Services January 1996 - April 2001
First Fidelity Bank 1992 - 1996
First Institutional Securities Inc 1990 - 1992
Discount Corporation of NY Municipals 1985 - 1989
Skills
Investments, Bonds, Series 7, Series 63, Wealth Management, Asset Managment, Trading, Securities, Fixed Income, Equities, Economics, Portfolio Management, Capital Markets, Investment Banking, Mutual Funds, FINRA, Alternative Investments, Asset Allocation, Bloomberg, Uniform Combined State..., Asset Management, Investment Strategies, Series 24
Education
Rutgers, The State University of New Jersey-New Brunswick 1979 — 1983
BA
David Waintraub David Waintraub's UBS Financial Services Experience 2007 - 2007
Job Commercial Planning Analyst at Regeneron Pharmaceuticals, Inc.
Industry Pharmaceuticals
Experience
Regeneron Pharmaceuticals, Inc. November 2014 - Present
John Theurer Cancer Center June 2014 - August 2014
Bristol-Myers Squibb March 2014 - June 2014
Rutgers Business School August 2012 - May 2014
Bristol-Myers Squibb June 2013 - September 2013
Regional Cancer Care Associates 2012 - 2012
lululemon athletica 2011 - 2012
Trillium Trading, LLC 2009 - 2011
JW Asset Management, LLC 2007 - 2008
UBS Financial Services 2007 - 2007
Skills
Finance, Valuation, Hedge Funds, Corporate Finance, Strategy, Pharmaceutical Industry, Cross-functional Team..., Microsoft Office, Data Analysis, Strategic Planning, Management, Financial Analysis, Financial Modeling, Business Strategy
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2012 — 2014
Master of Business Administration (MBA)
Yeshiva University 2006 — 2008
BA, Economics
Regeneron Pharmaceuticals, Inc. November 2014 - Present
John Theurer Cancer Center June 2014 - August 2014
Bristol-Myers Squibb March 2014 - June 2014
Rutgers Business School August 2012 - May 2014
Bristol-Myers Squibb June 2013 - September 2013
Regional Cancer Care Associates 2012 - 2012
lululemon athletica 2011 - 2012
Trillium Trading, LLC 2009 - 2011
JW Asset Management, LLC 2007 - 2008
UBS Financial Services 2007 - 2007
Skills
Finance, Valuation, Hedge Funds, Corporate Finance, Strategy, Pharmaceutical Industry, Cross-functional Team..., Microsoft Office, Data Analysis, Strategic Planning, Management, Financial Analysis, Financial Modeling, Business Strategy
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2012 — 2014
Master of Business Administration (MBA)
Yeshiva University 2006 — 2008
BA, Economics
Monica Fischman's UBS Financial Services Experience March 2005 - June 2006
Job Director of Business Strategies at World Wide Trading, Inc.
Industry Automotive
Experience
World Wide Trading, Inc. January 2015 - Present
Simplified Benefits November 2011 - December 2014
Comerica Bank October 2008 - November 2011
Comerica Bank July 2006 - October 2008
UBS Financial Services March 2005 - June 2006
UBS Financial Services Inc. February 2004 - March 2005
BBU Cutting 2003 - 2004
PCComplete 2000 - 2000
Skills
Retail, Banking, Pricing, Customer Service, Excel, PowerPoint, Word, Microsoft Office, Social Media, Customer Relations, Outlook, Research, Vendor Management, Market Research, Microsoft Word, Microsoft Excel, Management, Marketing, Negotiation, Marketing Strategy, Account Management, Leadership, New Business Development, Sales Management, Sales, Public Speaking, Social Networking, Strategic Planning
Education
Oakland University 2007 — 2010
MBA, Entrepreneurship
Yeshiva University 1999 — 2003
BS, Management Information Systems
Southfield Lathrup 1995 — 1999
World Wide Trading, Inc. January 2015 - Present
Simplified Benefits November 2011 - December 2014
Comerica Bank October 2008 - November 2011
Comerica Bank July 2006 - October 2008
UBS Financial Services March 2005 - June 2006
UBS Financial Services Inc. February 2004 - March 2005
BBU Cutting 2003 - 2004
PCComplete 2000 - 2000
Skills
Retail, Banking, Pricing, Customer Service, Excel, PowerPoint, Word, Microsoft Office, Social Media, Customer Relations, Outlook, Research, Vendor Management, Market Research, Microsoft Word, Microsoft Excel, Management, Marketing, Negotiation, Marketing Strategy, Account Management, Leadership, New Business Development, Sales Management, Sales, Public Speaking, Social Networking, Strategic Planning
Education
Oakland University 2007 — 2010
MBA, Entrepreneurship
Yeshiva University 1999 — 2003
BS, Management Information Systems
Southfield Lathrup 1995 — 1999
Phil Plotnick Phil Plotnick's UBS Financial Services Experience November 2008 - Present
Job Senior Vice President, Investments Plotnick Forman Group
Industry Financial Services
Experience
UBS Financial Services November 2008 - Present
Morgan Stanley 1985 - November 2008
Education
Penn State 1980 — 1984
UBS Financial Services November 2008 - Present
Morgan Stanley 1985 - November 2008
Education
Penn State 1980 — 1984
Ashish Arora, CFA Ashish Arora, CFA's UBS Financial Services Experience September 2005 - December 2005
Job Senior Quantitative Analyst at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price July 2014 - Present
TechnoServe January 2014 - June 2014
T.Rowe Price January 2012 - December 2013
Asset Strategy Consultants July 2010 - December 2011
Asset Strategy Consultants July 2006 - August 2010
UBS Financial Services September 2005 - December 2005
Kam Surface Technologies July 2002 - August 2004
Skills
Manager Selection, Equity Research, Wealth Management
Education
Rochester Institute of Technology 2004 — 2006
MS, Finance
University of Mumbai 1998 — 2002
Bachelors, Electrical Engineering (EE)
T. Rowe Price July 2014 - Present
TechnoServe January 2014 - June 2014
T.Rowe Price January 2012 - December 2013
Asset Strategy Consultants July 2010 - December 2011
Asset Strategy Consultants July 2006 - August 2010
UBS Financial Services September 2005 - December 2005
Kam Surface Technologies July 2002 - August 2004
Skills
Manager Selection, Equity Research, Wealth Management
Education
Rochester Institute of Technology 2004 — 2006
MS, Finance
University of Mumbai 1998 — 2002
Bachelors, Electrical Engineering (EE)
Brad Rosenberg Brad Rosenberg's UBS Financial Services Experience December 2005 - April 2009
Job Branch Manager, Aventura, FL at UBS Wealth Management
Industry Financial Services
Experience
UBS November 2014 - Present
UBS Wealth Management 2005 - Present
UBS Wealth Management January 2013 - November 2014
UBS September 2010 - January 2013
UBS May 2009 - August 2010
UBS Financial Services December 2005 - April 2009
UBS Wealth Management December 2004 - December 2005
UBS Wealth Management June 2003 - December 2004
UBS Wealth Management February 2001 - June 2003
UBS Wealth Management June 1999 - February 2001
Skills
Series 7, Series 9, Series 10, Series 65, Series 3
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
Master of Business Administration (MBA), Finance
Rutgers University-New Brunswick 1992 — 1997
BA, Economics
UBS November 2014 - Present
UBS Wealth Management 2005 - Present
UBS Wealth Management January 2013 - November 2014
UBS September 2010 - January 2013
UBS May 2009 - August 2010
UBS Financial Services December 2005 - April 2009
UBS Wealth Management December 2004 - December 2005
UBS Wealth Management June 2003 - December 2004
UBS Wealth Management February 2001 - June 2003
UBS Wealth Management June 1999 - February 2001
Skills
Series 7, Series 9, Series 10, Series 65, Series 3
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
Master of Business Administration (MBA), Finance
Rutgers University-New Brunswick 1992 — 1997
BA, Economics
George Hammer Jr.'s UBS Financial Services Experience July 2003 - September 2006
Job
Industry Publishing
Experience
Alexander Street Press June 2014 - Present
Cengage Learning September 2013 - June 2014
Cengage Learning September 2008 - August 2013
Aerotek Automotive September 2006 - September 2008
UBS Financial Services July 2003 - September 2006
Skills
Sales, Account Management, Recruiting, Sales Presentations, Cold Calling, New Business Development, Publishing, Salesforce.com, Ebooks, Customer Service, Research, Staff Development, Strategy, Streaming Media, Microsoft Office, Series 7, Series 66, College Recruiting, Talent Acquisition, Siebel
Education
Oakland University 2000 — 2004
Bachelor, Marketing
Fraser High School 1994 — 1998
Diploma, General
Alexander Street Press June 2014 - Present
Cengage Learning September 2013 - June 2014
Cengage Learning September 2008 - August 2013
Aerotek Automotive September 2006 - September 2008
UBS Financial Services July 2003 - September 2006
Skills
Sales, Account Management, Recruiting, Sales Presentations, Cold Calling, New Business Development, Publishing, Salesforce.com, Ebooks, Customer Service, Research, Staff Development, Strategy, Streaming Media, Microsoft Office, Series 7, Series 66, College Recruiting, Talent Acquisition, Siebel
Education
Oakland University 2000 — 2004
Bachelor, Marketing
Fraser High School 1994 — 1998
Diploma, General
James Quigley's UBS Financial Services Experience November 2008 - December 2014
Job SVP, Business Risk and Control Management
Industry Financial Services
Experience
HSBC Global Banking and Markets January 2015 - Present
UBS Financial Services November 2008 - December 2014
UBS Investment Bank 2006 - 2008
JPMorgan Chase 2004 - 2006
JPMorgan Chase 2001 - 2004
JPMorgan Chase 2000 - 2001
GMAC Mortgage 1997 - 2000
GMAC Mortgage 1995 - 1997
Advanta Financial Corporation 1991 - 1995
Skills
Structured Products, Investment Banking, Financial Markets, Derivatives, Operational Risk..., Risk Analysis, Project Management, Relational Databases, Database Administration, Data Analysis, Financial Analysis, Wealth Management, Internal Controls, Financial Control, Risk Control, Program Management, Middle Office, MS Office Suite, Fixed Income Products, Financial Modeling, Predictive Modeling, Alternative Investments, Persuasive..., Microsoft Excel, Access Database, SharePoint, Microsoft Word, MS Project, Visio, Complex Products, Residential Mortgages, Credit Cards, PowerPoint, Fixed Income
Education
Penn State University
B.S., Finance
Temple University
M.B.A., Finance
HSBC Global Banking and Markets January 2015 - Present
UBS Financial Services November 2008 - December 2014
UBS Investment Bank 2006 - 2008
JPMorgan Chase 2004 - 2006
JPMorgan Chase 2001 - 2004
JPMorgan Chase 2000 - 2001
GMAC Mortgage 1997 - 2000
GMAC Mortgage 1995 - 1997
Advanta Financial Corporation 1991 - 1995
Skills
Structured Products, Investment Banking, Financial Markets, Derivatives, Operational Risk..., Risk Analysis, Project Management, Relational Databases, Database Administration, Data Analysis, Financial Analysis, Wealth Management, Internal Controls, Financial Control, Risk Control, Program Management, Middle Office, MS Office Suite, Fixed Income Products, Financial Modeling, Predictive Modeling, Alternative Investments, Persuasive..., Microsoft Excel, Access Database, SharePoint, Microsoft Word, MS Project, Visio, Complex Products, Residential Mortgages, Credit Cards, PowerPoint, Fixed Income
Education
Penn State University
B.S., Finance
Temple University
M.B.A., Finance
Gemma I Doster's UBS Financial Services Experience December 2003 - June 2004
Job
Industry Management Consulting
Experience
Independent Consultant 2012 - Present
Homemaker September 2010 - Present
Gloria Nilson GMAC Real Estate- Spring Lake, NJ July 2005 - 2011
Delta Financial Associates June 2004 - January 2007
UBS Financial Services December 2003 - June 2004
Prudential Insurance Company 2000 - 2003
Lexington Management Corp 1992 - 1999
Skills
Marketing, Sales, Event Planning, Negotiation, Marketing Communications, Lead Generation, Strategic Planning, Online Marketing, New Business Development, Social Media Marketing, Salesforce.com, Customer Service
Education
Pace University - Lubin School of Business
Independent Consultant 2012 - Present
Homemaker September 2010 - Present
Gloria Nilson GMAC Real Estate- Spring Lake, NJ July 2005 - 2011
Delta Financial Associates June 2004 - January 2007
UBS Financial Services December 2003 - June 2004
Prudential Insurance Company 2000 - 2003
Lexington Management Corp 1992 - 1999
Skills
Marketing, Sales, Event Planning, Negotiation, Marketing Communications, Lead Generation, Strategic Planning, Online Marketing, New Business Development, Social Media Marketing, Salesforce.com, Customer Service
Education
Pace University - Lubin School of Business
Peyton Fowler's UBS Financial Services Experience September 2003 - December 2003
Job Management Supervisor, Nissan United at TBWA\
Industry Marketing and Advertising
Experience
TBWA May 2012 - Present
TBWA HAKUHODO 2014 - 2014
The Kaplan Thaler Group (Publicis Groupe) 2009 - May 2012
Cliff Freeman & Partners August 2007 - May 2009
TBWA\Chiat\Day July 2005 - August 2007
UBS Financial Services September 2003 - December 2003
Rives Carlberg May 2002 - August 2002
Stewart and Stevenson May 2001 - August 2001
Skills
Advertising, Marketing Communications, Strategic Communications, Creative Strategy, Brand Management, Integrated Marketing, Account Management, Marketing Strategy
Education
Occidental College 2001 — 2005
BA
Saint Marks 1997 — 2001
TBWA May 2012 - Present
TBWA HAKUHODO 2014 - 2014
The Kaplan Thaler Group (Publicis Groupe) 2009 - May 2012
Cliff Freeman & Partners August 2007 - May 2009
TBWA\Chiat\Day July 2005 - August 2007
UBS Financial Services September 2003 - December 2003
Rives Carlberg May 2002 - August 2002
Stewart and Stevenson May 2001 - August 2001
Skills
Advertising, Marketing Communications, Strategic Communications, Creative Strategy, Brand Management, Integrated Marketing, Account Management, Marketing Strategy
Education
Occidental College 2001 — 2005
BA
Saint Marks 1997 — 2001
Jyoti Pandya's UBS Financial Services Experience 2004 - 2005
Job Recruiting Manager/ Sr. Recruiter
Industry Staffing and Recruiting
Experience
Aegistech Inc. May 2006 - Present
UBS Financial Services 2004 - 2005
-Office of Career Development- Queens College 2003 - 2004
UBS Financial Services 2003 - 2003
Skills
Technical Recruiting, Recruiting, SharePoint, Business Analysis, Oracle, Interviews, Staff Augmentation, Microsoft SQL Server, Benefits Negotiation, Staffing Services, Management, SDLC, Java, Vendor Management, C#, Applicant Tracking..., Databases, Internet Recruiting, Contract Recruitment, IT Recruitment, Mobile Applications, Linux, Networking, Screening Resumes, Screening, Team Management, Software Engineers, Software Documentation, Talent Acquisition, Information Technology, Temporary Placement, Bullhorn, Maxhire, Dice, Monster, Passive Candidate..., Relationship Management, Training & Development, Cold Calling
Education
Queens College
Bachelors, Computer Science
Aegistech Inc. May 2006 - Present
UBS Financial Services 2004 - 2005
-Office of Career Development- Queens College 2003 - 2004
UBS Financial Services 2003 - 2003
Skills
Technical Recruiting, Recruiting, SharePoint, Business Analysis, Oracle, Interviews, Staff Augmentation, Microsoft SQL Server, Benefits Negotiation, Staffing Services, Management, SDLC, Java, Vendor Management, C#, Applicant Tracking..., Databases, Internet Recruiting, Contract Recruitment, IT Recruitment, Mobile Applications, Linux, Networking, Screening Resumes, Screening, Team Management, Software Engineers, Software Documentation, Talent Acquisition, Information Technology, Temporary Placement, Bullhorn, Maxhire, Dice, Monster, Passive Candidate..., Relationship Management, Training & Development, Cold Calling
Education
Queens College
Bachelors, Computer Science
Damian Shameer's UBS Financial Services Experience January 2008 - January 2009
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2015 - Present
Goldman Sachs May 2012 - Present
UBS Wealth Management March 2009 - May 2012
UBS Financial Services January 2008 - January 2009
UBS August 2006 - January 2008
UBS August 2004 - August 2006
JPMorgan July 2000 - May 2004
JPMorgan Chase 2000 - 2004
Skills
Struts, Spring, Unix Shell Scripting, Java, DB2, Unix, JSP, Eclipse, SOA, Java Enterprise Edition, J2EE Application..., Awk, Subversion, Maven2, Continuous Integration, Informix, Oracle SQL, ETL Tools, Shell Scripting, Spring Framework
Education
Pace University 2000 — 2004
Bachelor of Science (B.S.), Computer Science
Goldman Sachs January 2015 - Present
Goldman Sachs May 2012 - Present
UBS Wealth Management March 2009 - May 2012
UBS Financial Services January 2008 - January 2009
UBS August 2006 - January 2008
UBS August 2004 - August 2006
JPMorgan July 2000 - May 2004
JPMorgan Chase 2000 - 2004
Skills
Struts, Spring, Unix Shell Scripting, Java, DB2, Unix, JSP, Eclipse, SOA, Java Enterprise Edition, J2EE Application..., Awk, Subversion, Maven2, Continuous Integration, Informix, Oracle SQL, ETL Tools, Shell Scripting, Spring Framework
Education
Pace University 2000 — 2004
Bachelor of Science (B.S.), Computer Science
Shahena Mohammed's UBS Financial Services Experience May 2006 - Present
Job Authorized Offier, UBS
Industry Computer Software
Experience
UBS Financial Services May 2006 - Present
Cingular Wireless January 2000 - February 2006
Satyam Computer services Limited March 1996 - October 1998
Education
Osmania University 1992 — 1995
Master's in Computer Science
UBS Financial Services May 2006 - Present
Cingular Wireless January 2000 - February 2006
Satyam Computer services Limited March 1996 - October 1998
Education
Osmania University 1992 — 1995
Master's in Computer Science
Richard Dachtera's UBS Financial Services Experience 2004 - Present
Job First Vice President at UBS financial services
Industry Financial Services
Experience
UBS Financial Services 2004 - Present
Merrill Lynch 1977 - September 2004
Education
Pace University - Lubin School of Business
MBA, Finance
UBS Financial Services 2004 - Present
Merrill Lynch 1977 - September 2004
Education
Pace University - Lubin School of Business
MBA, Finance
Karen Sills's UBS Financial Services Experience May 2004 - August 2004
Job Vice President, Corporate Counsel
Industry Financial Services
Experience
Prudential Financial August 2011 - Present
MassMutual June 2006 - July 2011
MassMutual Financial Group June 2005 - August 2005
UBS Financial Services May 2004 - August 2004
Sullivan & Cromwell LLP May 2003 - August 2003
Skills
ERISA, Employee Benefits, Qualified Plans, Retirement Services, Retirement, Plans, Securities, Fixed Annuities
Education
The University of Connecticut School of Law 2003 — 2006
J.D., Law, Certificate in Taxation
Princeton University 1999 — 2003
A.B., Economics
Academy of the Holy Angels 1995 — 1999
Prudential Financial August 2011 - Present
MassMutual June 2006 - July 2011
MassMutual Financial Group June 2005 - August 2005
UBS Financial Services May 2004 - August 2004
Sullivan & Cromwell LLP May 2003 - August 2003
Skills
ERISA, Employee Benefits, Qualified Plans, Retirement Services, Retirement, Plans, Securities, Fixed Annuities
Education
The University of Connecticut School of Law 2003 — 2006
J.D., Law, Certificate in Taxation
Princeton University 1999 — 2003
A.B., Economics
Academy of the Holy Angels 1995 — 1999
Kari Shih, PMP, ITIL's UBS Financial Services Experience July 2006 - October 2010
Job Project Portfolio Manager
Industry Medical Devices
Experience
Stryker August 2013 - Present
Morgan Stanley March 2012 - July 2013
UBS Investment Bank October 2010 - March 2012
UBS Financial Services July 2006 - October 2010
UBS Wealth Management July 2006 - July 2008
NYS Office of the State Comptroller 2003 - 2006
Skills
Project Management, Data Center, Cross-functional Team..., Business Analysis, PMO, PMP, Project Portfolio..., Product Management, Microsoft Office, Team Management, Virtual Teams, Business Networking, Vendor Management..., Contract Negotiation, ITIL Certified, Six Sigma, Vendor Management
Education
2016 Candidate 2015 — 2019
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2002 — 2006
BS, MIS/Finance/Psychology
Tabor Academy 1999 — 2002
Stryker August 2013 - Present
Morgan Stanley March 2012 - July 2013
UBS Investment Bank October 2010 - March 2012
UBS Financial Services July 2006 - October 2010
UBS Wealth Management July 2006 - July 2008
NYS Office of the State Comptroller 2003 - 2006
Skills
Project Management, Data Center, Cross-functional Team..., Business Analysis, PMO, PMP, Project Portfolio..., Product Management, Microsoft Office, Team Management, Virtual Teams, Business Networking, Vendor Management..., Contract Negotiation, ITIL Certified, Six Sigma, Vendor Management
Education
2016 Candidate 2015 — 2019
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2002 — 2006
BS, MIS/Finance/Psychology
Tabor Academy 1999 — 2002
Caroline O'Hanlon's UBS Financial Services Experience May 2004 - April 2010
Job Head coordinator, Head Coach at North Rockland Girls Lacrosse
Industry Sports
Experience
North Rockland Girls Lacrosse March 2007 - Present
UBS Financial Services May 2004 - April 2010
Education
Pace University 2001 — 2003
North Rockland Girls Lacrosse March 2007 - Present
UBS Financial Services May 2004 - April 2010
Education
Pace University 2001 — 2003
Daniel R. Casella's UBS Financial Services Experience June 2007 - June 2010
Job Senior Retirement Plan Consultant at Strategic Retirement Group, Inc.
Industry Financial Services
Experience
Strategic Retirement Group, Inc. June 2010 - Present
UBS Financial Services June 2007 - June 2010
AJG 2002 - 2007
MassMutual June 2000 - June 2002
Skills
Retirement, Defined Benefit, 401k, Securities, Pensions, Healthcare, ERISA, Investments, Wealth Management, Alternative Investments, Series 7, Vendor Management, Microsoft Excel, Strategic Planning, Financial Planning, Excel
Education
Pace University 2004 — 2007
Financial Planning Certificate, Financial Planning
State University of New York at Buffalo 1989 — 1993
Bachelor of Arts (B.A.), Psychology
Strategic Retirement Group, Inc. June 2010 - Present
UBS Financial Services June 2007 - June 2010
AJG 2002 - 2007
MassMutual June 2000 - June 2002
Skills
Retirement, Defined Benefit, 401k, Securities, Pensions, Healthcare, ERISA, Investments, Wealth Management, Alternative Investments, Series 7, Vendor Management, Microsoft Excel, Strategic Planning, Financial Planning, Excel
Education
Pace University 2004 — 2007
Financial Planning Certificate, Financial Planning
State University of New York at Buffalo 1989 — 1993
Bachelor of Arts (B.A.), Psychology
Erica McFarquhar's UBS Financial Services Experience 2006 - 2010
Job Senior Counsel, ICMA Retirement Corporation
Industry Law Practice
Experience
ICMA Retirement Corporation 2011 - Present
UBS Financial Services 2006 - 2010
Latham & Watkins 1997 - 2006
Skills
Litigation, Securities, Commercial Litigation, Negotiation, Analysis, Private Equity, Courts, Licensing, Corporate Governance, Corporate Law, Policy, Accounting, Mutual Funds, Employee Benefits, Government, Legal Writing, Securities Regulation, Program Management, Public Speaking, ERISA, FINRA, Intellectual Property, Legal Research, Mergers & Acquisitions, Contract Negotiation, Due Diligence
Education
Princeton University
A.B.
University of San Diego School of Law
J.D.
ICMA Retirement Corporation 2011 - Present
UBS Financial Services 2006 - 2010
Latham & Watkins 1997 - 2006
Skills
Litigation, Securities, Commercial Litigation, Negotiation, Analysis, Private Equity, Courts, Licensing, Corporate Governance, Corporate Law, Policy, Accounting, Mutual Funds, Employee Benefits, Government, Legal Writing, Securities Regulation, Program Management, Public Speaking, ERISA, FINRA, Intellectual Property, Legal Research, Mergers & Acquisitions, Contract Negotiation, Due Diligence
Education
Princeton University
A.B.
University of San Diego School of Law
J.D.
Claiborne Arnette's UBS Financial Services Experience June 2008 - May 2009
Job Co Owner at Three Crowns
Industry Consumer Services
Experience
Three Crowns June 2011 - Present
Transamerica Retirement Management March 2010 - June 2011
UBS Financial Services June 2008 - May 2009
E-Trade Financial March 2007 - June 2008
Bank of America December 2002 - March 2007
KPMG May 2001 - December 2002
Charles Schwab 1990 - 2001
Skills
Call Center, Compliance, Series 7, Customer Relations, Coaching, Customer Service, Team Building, Performance Management, Management, Banking, Sales, Operations Management, Employee Benefits, Call Centers, Project Management, Risk Management, Mutual Funds, Financial Analysis, Insurance, Vendor Management, Relationship Management, Leadership, Process Improvement, Financial Services, Change Management, Securities
Education
Langley
Old Dominion University
BSBA, Business Administration
Three Crowns June 2011 - Present
Transamerica Retirement Management March 2010 - June 2011
UBS Financial Services June 2008 - May 2009
E-Trade Financial March 2007 - June 2008
Bank of America December 2002 - March 2007
KPMG May 2001 - December 2002
Charles Schwab 1990 - 2001
Skills
Call Center, Compliance, Series 7, Customer Relations, Coaching, Customer Service, Team Building, Performance Management, Management, Banking, Sales, Operations Management, Employee Benefits, Call Centers, Project Management, Risk Management, Mutual Funds, Financial Analysis, Insurance, Vendor Management, Relationship Management, Leadership, Process Improvement, Financial Services, Change Management, Securities
Education
Langley
Old Dominion University
BSBA, Business Administration
Laura Pechfelder's UBS Financial Services Experience October 1999 - Present
Job Complex Administrative Manager at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services October 1999 - Present
Education
Ramapo College of New Jersey 1996 — 2000
BS, Finance and Economics
UBS Financial Services October 1999 - Present
Education
Ramapo College of New Jersey 1996 — 2000
BS, Finance and Economics
James McCaffrey's UBS Financial Services Experience April 2008 - February 2010
Job Experienced Financial Services and Portfolio Management Professional
Industry Capital Markets
Experience
Morgan Stanley Smith Barney February 2010 - October 2013
UBS Financial Services April 2008 - February 2010
Archelon Trading August 2000 - August 2001
Helios Trading August 1999 - August 2000
Hull Trading Company March 1992 - August 1998
Skills
Series 7, Alternative Investments, Options, Hedge Funds, Equities, Series 3, Series 66, Equity Derivatives, Credit Derivatives, Bonds, Financial Markets, FINRA, Trading Systems, Capital Markets, Securities, Equity Trading, Trading, Electronic Trading, Fixed Income, Asset Allocation, Series 63
Education
Vanderbilt University - Owen Graduate School of Management
Master of Business Administration (M.B.A.), Finance
Providence College
BS, Finance
Morgan Stanley Smith Barney February 2010 - October 2013
UBS Financial Services April 2008 - February 2010
Archelon Trading August 2000 - August 2001
Helios Trading August 1999 - August 2000
Hull Trading Company March 1992 - August 1998
Skills
Series 7, Alternative Investments, Options, Hedge Funds, Equities, Series 3, Series 66, Equity Derivatives, Credit Derivatives, Bonds, Financial Markets, FINRA, Trading Systems, Capital Markets, Securities, Equity Trading, Trading, Electronic Trading, Fixed Income, Asset Allocation, Series 63
Education
Vanderbilt University - Owen Graduate School of Management
Master of Business Administration (M.B.A.), Finance
Providence College
BS, Finance
Andrew VanDerslice's UBS Financial Services Experience June 2013 - Present
Job Senior SVP Private Wealth Insured Solutions at Capitas Financial
Industry Financial Services
Experience
Capitas Financial August 2015 - Present
UBS Financial Services June 2013 - Present
VMG Insurance Group January 2010 - May 2013
Bank of America July 2007 - March 2010
Liberty Mutual February 2003 - July 2007
AXA Equitable 1999 - 2002
New York Advisory Group 1990 - 1998
Skills
Series 7, Estate Planning, Multi-generational..., Series 24, Series 65, Series 63, Life Insurance, Disability Insurance, Long-term Care, Wealth Preservation..., Retirement Planning, Business Continuity...
Education
Regis University 1986 — 1990
Bachelor's degree, Communication, General
Capitas Financial August 2015 - Present
UBS Financial Services June 2013 - Present
VMG Insurance Group January 2010 - May 2013
Bank of America July 2007 - March 2010
Liberty Mutual February 2003 - July 2007
AXA Equitable 1999 - 2002
New York Advisory Group 1990 - 1998
Skills
Series 7, Estate Planning, Multi-generational..., Series 24, Series 65, Series 63, Life Insurance, Disability Insurance, Long-term Care, Wealth Preservation..., Retirement Planning, Business Continuity...
Education
Regis University 1986 — 1990
Bachelor's degree, Communication, General
Bridget Wyatt's UBS Financial Services Experience June 2010 - Present
Job Institutional Equity Sales at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services June 2010 - Present
OTR Global October 2005 - June 2010
PricewaterhouseCoopers 2002 - 2005
Education
Penn State University 1997 — 2001
BS, Finance and International Business
UBS Financial Services June 2010 - Present
OTR Global October 2005 - June 2010
PricewaterhouseCoopers 2002 - 2005
Education
Penn State University 1997 — 2001
BS, Finance and International Business
Maria Spina's UBS Financial Services Experience August 2000 - March 2004
Job Corporate Responsibility Stakeholder and Compliance Specialist at PSEG
Industry Utilities
Experience
PSEG May 2014 - Present
PSEG May 2012 - Present
Christ Hospital June 2008 - May 2012
UBS Financial Services August 2000 - March 2004
Veuve Clicquot Ponsardin 1996 - 2000
Skills
Corporate Social..., Grants
Education
Pace University 1994 — 1998
B.B.A., International Management
PSEG May 2014 - Present
PSEG May 2012 - Present
Christ Hospital June 2008 - May 2012
UBS Financial Services August 2000 - March 2004
Veuve Clicquot Ponsardin 1996 - 2000
Skills
Corporate Social..., Grants
Education
Pace University 1994 — 1998
B.B.A., International Management
Natasha Eliya's UBS Financial Services Experience 2007 - 2007
Job House Manager
Industry Hospitality
Experience
buddy v entertainment January 2012 - Present
Lord & Taylor March 2008 - June 2011
great eastern securities May 2005 - January 2007
UBS Financial Services 2007 - 2007
regent business centers 2003 - 2004
Skills
Event Planning, Customer Service, Event Management, Microsoft Office, Social Media, Microsoft Excel, Social Networking, Strategic Planning, Microsoft Word, Public Relations, Leadership
Education
Rutgers University-New Brunswick 2000 — 2004
B.A. Psychology, Psychology
Rutgers University-New Brunswick 1999 — 2003
B.A., Psychology
buddy v entertainment January 2012 - Present
Lord & Taylor March 2008 - June 2011
great eastern securities May 2005 - January 2007
UBS Financial Services 2007 - 2007
regent business centers 2003 - 2004
Skills
Event Planning, Customer Service, Event Management, Microsoft Office, Social Media, Microsoft Excel, Social Networking, Strategic Planning, Microsoft Word, Public Relations, Leadership
Education
Rutgers University-New Brunswick 2000 — 2004
B.A. Psychology, Psychology
Rutgers University-New Brunswick 1999 — 2003
B.A., Psychology
Linda MacLeod, CRPC, MBA's UBS Financial Services Experience September 2011 - February 2014
Job Financial Services Professional helping families, retirees, and small business owners achieve financial security
Industry Financial Services
Experience
Eagle Strategies, LLC June 2014 - Present
NYLIFE Securities LLC March 2014 - Present
New York Life Insurance Company March 2014 - Present
UBS Financial Services September 2011 - February 2014
Merrill Lynch June 2008 - September 2011
Mellon Financial 2002 - 2004
Mellon Financial 2000 - 2002
Mellon Financial 1992 - 2000
Skills
401k Rollovers, Annuity Sales, business insurance..., business succession..., buy sell agreements, education funding..., grandchild gifting, Retirement Planning, Supplements to Employee..., Multi-generational..., Investments, Wealth Preservation..., Protection..., Retirement, Finance, Commercial Banking
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Business
Penn State University
BS, Finance
Eagle Strategies, LLC June 2014 - Present
NYLIFE Securities LLC March 2014 - Present
New York Life Insurance Company March 2014 - Present
UBS Financial Services September 2011 - February 2014
Merrill Lynch June 2008 - September 2011
Mellon Financial 2002 - 2004
Mellon Financial 2000 - 2002
Mellon Financial 1992 - 2000
Skills
401k Rollovers, Annuity Sales, business insurance..., business succession..., buy sell agreements, education funding..., grandchild gifting, Retirement Planning, Supplements to Employee..., Multi-generational..., Investments, Wealth Preservation..., Protection..., Retirement, Finance, Commercial Banking
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Business
Penn State University
BS, Finance
Aaron Byrkit's UBS Financial Services Experience December 2012 - October 2014
Job Portfolio Advisor at Bland Garvey Wealth Advisors, LLC
Industry Financial Services
Experience
Bland Garvey Wealth Advisors, LLC January 2015 - Present
UBS Financial Services December 2012 - October 2014
The Ayco Company, L.P. a Goldman Sachs Company January 2010 - December 2012
Evans & Davis May 2008 - March 2009
Legal Aid Services of Oklahoma June 2007 - August 2007
World Neighbors June 2006 - August 2006
Education
Oklahoma City University School of Law 2006 — 2009
J.D.
Oklahoma State University 2001 — 2006
B.S.
Bland Garvey Wealth Advisors, LLC January 2015 - Present
UBS Financial Services December 2012 - October 2014
The Ayco Company, L.P. a Goldman Sachs Company January 2010 - December 2012
Evans & Davis May 2008 - March 2009
Legal Aid Services of Oklahoma June 2007 - August 2007
World Neighbors June 2006 - August 2006
Education
Oklahoma City University School of Law 2006 — 2009
J.D.
Oklahoma State University 2001 — 2006
B.S.
Laso Osunfisan's UBS Financial Services Experience July 2008 - August 2010
Job IT Operational Risk Management
Industry Financial Services
Experience
UBS February 2012 - Present
UBS August 2010 - January 2012
UBS Financial Services July 2008 - August 2010
Skills
Team Building, Process Improvement, Business Analysis, Teamwork, Building Relationships, Governance, Event Planning, Analysis, Leadership, Microsoft Office, Action Oriented, Strong Work Ethics, Training, Project Management, Information Technology, Listening Skills, Fast Learner, Day-to-day Operations, Detail Orientation, Microsoft Excel
Education
Rutgers Business School 2012 — 2015
Master of Business Administration (MBA), Strategy & Leadership, Entrepreneurship
Rutgers, The State University of New Jersey-Newark 2003 — 2007
High Honors BA, Information Systems
UBS February 2012 - Present
UBS August 2010 - January 2012
UBS Financial Services July 2008 - August 2010
Skills
Team Building, Process Improvement, Business Analysis, Teamwork, Building Relationships, Governance, Event Planning, Analysis, Leadership, Microsoft Office, Action Oriented, Strong Work Ethics, Training, Project Management, Information Technology, Listening Skills, Fast Learner, Day-to-day Operations, Detail Orientation, Microsoft Excel
Education
Rutgers Business School 2012 — 2015
Master of Business Administration (MBA), Strategy & Leadership, Entrepreneurship
Rutgers, The State University of New Jersey-Newark 2003 — 2007
High Honors BA, Information Systems
Charlie Wilder Reed's UBS Financial Services Experience June 2015 - Present
Job Associate Director, Complex Administrative Manager at UBS
Industry Financial Services
Experience
UBS Financial Services June 2015 - Present
Kalos Financial August 2014 - May 2015
Kalos Financial June 2012 - December 2014
J.P. Morgan Securities January 2010 - June 2012
Bear Stearns, a division of J.P. Morgan June 2008 - January 2010
Bear Stearns 2003 - 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Financial Analysis, Customer Service, Risk Management, Access, Alternative Investments, Banking, Asset Management, Process Improvement
Education
Oglethorpe University 2003 — 2007
Bachelors of Arts, Liberal Studies
UBS Financial Services June 2015 - Present
Kalos Financial August 2014 - May 2015
Kalos Financial June 2012 - December 2014
J.P. Morgan Securities January 2010 - June 2012
Bear Stearns, a division of J.P. Morgan June 2008 - January 2010
Bear Stearns 2003 - 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Financial Analysis, Customer Service, Risk Management, Access, Alternative Investments, Banking, Asset Management, Process Improvement
Education
Oglethorpe University 2003 — 2007
Bachelors of Arts, Liberal Studies
Svetlana Sobol's UBS Financial Services Experience September 2002 - June 2007
Job Prime Brokerage at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2013 - Present
Moon Capital July 2011 - June 2013
Morgan Stanley August 2007 - June 2011
UBS Financial Services September 2002 - June 2007
Skills
Bloomberg, Equities, Hedge Funds, Trading, Risk Management, Portfolio Management, Financial Risk, Financial Services, Mutual Funds, Accounting, Emerging Markets, Settlement, Management, Hedging, Capital Markets
Education
Pace University - Lubin School of Business 2003 — 2007
Bachelor, Business Administration; Finance with a minor in Economics
Don Quixote Spanish Immersion 2005 — 2005
Spanish Language and Literature
Morgan Stanley October 2013 - Present
Moon Capital July 2011 - June 2013
Morgan Stanley August 2007 - June 2011
UBS Financial Services September 2002 - June 2007
Skills
Bloomberg, Equities, Hedge Funds, Trading, Risk Management, Portfolio Management, Financial Risk, Financial Services, Mutual Funds, Accounting, Emerging Markets, Settlement, Management, Hedging, Capital Markets
Education
Pace University - Lubin School of Business 2003 — 2007
Bachelor, Business Administration; Finance with a minor in Economics
Don Quixote Spanish Immersion 2005 — 2005
Spanish Language and Literature
Eric Belgard's UBS Financial Services Experience August 2009 - February 2010
Job Regional Marketing Director at ICON Investments
Industry Financial Services
Experience
ICON Investments June 2013 - Present
Morgan Stanley June 2011 - June 2013
Quinnipiac University, Investment Club October 2007 - May 2011
Quinnipiac University August 2007 - May 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Wells Fargo Advisors February 2010 - May 2010
UBS Financial Services August 2009 - February 2010
Skills
Investments, Bloomberg, Financial Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Series 7, Access, Valuation, Finance, Strategic Financial..., Mutual Funds, Fixed Income, Asset Allocation, Hostage Negotiator, Investment Strategies
Education
Quinnipiac University - School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance, Economics
Quinnipiac University - School of Business 2007 — 2011
Finance and Economics
ICON Investments June 2013 - Present
Morgan Stanley June 2011 - June 2013
Quinnipiac University, Investment Club October 2007 - May 2011
Quinnipiac University August 2007 - May 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Wells Fargo Advisors February 2010 - May 2010
UBS Financial Services August 2009 - February 2010
Skills
Investments, Bloomberg, Financial Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Series 7, Access, Valuation, Finance, Strategic Financial..., Mutual Funds, Fixed Income, Asset Allocation, Hostage Negotiator, Investment Strategies
Education
Quinnipiac University - School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance, Economics
Quinnipiac University - School of Business 2007 — 2011
Finance and Economics
Thomas Monti Jr., MBA's UBS Financial Services Experience September 2008 - December 2008
Job Buyer at Meritor
Industry Automotive
Experience
Meritor August 2015 - Present
Alliance Inspection Management April 2014 - August 2015
Alliance Inspection Management July 2012 - March 2014
Vendor Managed Solutions, Inc. June 2010 - April 2012
City of Royal Oak, Michigan May 2009 - August 2009
UBS Financial Services September 2008 - December 2008
Skills
Account Reconciliation, Payroll, Accounts Payable, Accounting, Finance, PowerPoint, Bookkeeping, Research, Spreadsheets, Credit, Financial Statements, Leadership, Corporate Communications, Microsoft Excel, Reporting & Analysis, Task Management, Data Analysis, Auditing, Budgets
Education
Walsh College of Accountancy and Business Administration 2011 — 2015
Master of Business Administration (MBA), Accounting and Finance
Oakland University 2005 — 2010
B.A., Finance
Meritor August 2015 - Present
Alliance Inspection Management April 2014 - August 2015
Alliance Inspection Management July 2012 - March 2014
Vendor Managed Solutions, Inc. June 2010 - April 2012
City of Royal Oak, Michigan May 2009 - August 2009
UBS Financial Services September 2008 - December 2008
Skills
Account Reconciliation, Payroll, Accounts Payable, Accounting, Finance, PowerPoint, Bookkeeping, Research, Spreadsheets, Credit, Financial Statements, Leadership, Corporate Communications, Microsoft Excel, Reporting & Analysis, Task Management, Data Analysis, Auditing, Budgets
Education
Walsh College of Accountancy and Business Administration 2011 — 2015
Master of Business Administration (MBA), Accounting and Finance
Oakland University 2005 — 2010
B.A., Finance
Matt Slowinski's UBS Financial Services Experience 2003 - 2003
Job Vice President Portfolio Manager at Dana Investment Advisors
Industry Investment Management
Experience
Dana Investment Advisors March 2008 - Present
Wells Capital Management September 2004 - March 2008
UBS Financial Services 2003 - 2003
Skills
Portfolio Management, Fixed Income, Investments, Asset Management
Education
Penn State University 2007 — 2009
MBA
University of Wisconsin-Milwaukee 2000 — 2003
BBA, Finance
wilmot
Dana Investment Advisors March 2008 - Present
Wells Capital Management September 2004 - March 2008
UBS Financial Services 2003 - 2003
Skills
Portfolio Management, Fixed Income, Investments, Asset Management
Education
Penn State University 2007 — 2009
MBA
University of Wisconsin-Milwaukee 2000 — 2003
BBA, Finance
wilmot
Susan Joe's UBS Financial Services Experience April 2004 - November 2004
Job Project Manager at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch September 2009 - Present
Merrill Lynch November 2004 - January 2009
UBS Financial Services April 2004 - November 2004
Merrill Lynch May 1987 - September 2003
Education
Pace University - Lubin School of Business
BBA, Management Information Systems
Bank of America Merrill Lynch September 2009 - Present
Merrill Lynch November 2004 - January 2009
UBS Financial Services April 2004 - November 2004
Merrill Lynch May 1987 - September 2003
Education
Pace University - Lubin School of Business
BBA, Management Information Systems
Anson Chow, CFA's UBS Financial Services Experience 2005 - 2007
Job Vice President at JP Morgan Chase
Industry Investment Banking
Experience
JP Morgan Chase July 2012 - Present
Société Générale Corporate and Investment Banking June 2007 - August 2012
UBS Financial Services 2005 - 2007
Federal Reserve Bank of New York August 2000 - October 2005
Hewlett-Packard June 1999 - July 2000
Education
Penn State University 1997 — 1999
MBA, Finance
University of California, San Diego 1986 — 1991
BA, Economics, History
JP Morgan Chase July 2012 - Present
Société Générale Corporate and Investment Banking June 2007 - August 2012
UBS Financial Services 2005 - 2007
Federal Reserve Bank of New York August 2000 - October 2005
Hewlett-Packard June 1999 - July 2000
Education
Penn State University 1997 — 1999
MBA, Finance
University of California, San Diego 1986 — 1991
BA, Economics, History
Achilles Kontoyiannis's UBS Financial Services Experience February 2003 - Present
Job Senior Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services February 2003 - Present
Merrill Lynch September 1997 - February 2003
Skills
Portfolio Management, Finance, Wealth Management, Financial Analysis, Leadership, Investments, Strategic Planning, Negotiation, Risk Management, Equities
Education
other 1982 — 1984
Philadelphia University 1977 — 1982
Bachelor of Science (BS) Business Administration, Business Administration and Management, General
Philadelphia University
UBS Financial Services February 2003 - Present
Merrill Lynch September 1997 - February 2003
Skills
Portfolio Management, Finance, Wealth Management, Financial Analysis, Leadership, Investments, Strategic Planning, Negotiation, Risk Management, Equities
Education
other 1982 — 1984
Philadelphia University 1977 — 1982
Bachelor of Science (BS) Business Administration, Business Administration and Management, General
Philadelphia University
Garth Walker, M.D.'s UBS Financial Services Experience June 2006 - August 2006
Job Masters of Public Health at Northwestern University
Industry Hospital & Health Care
Experience
Northwestern University May 2015 - Present
University of Pittsburgh Medical Center (UPMC) May 2014 - May 2015
University of Illinois at Chicago August 2010 - May 2014
Turning the Page Americorp Vista July 2009 - July 2010
University of Illinois at Urbana-Champaign August 2008 - August 2009
Summer Research Opportunities Collaborative (SROC) at University of Chicago May 2007 - August 2007
UBS Financial Services June 2006 - August 2006
Purdue University August 2004 - December 2005
Skills
Medical Research, Medicine, Epidemiology, Medical Education, Public Health, Healthcare, Clinical Research
Education
Northwestern University 2015 — 2016
Master of Public Health (MPH)
University of Illinois College of Medicine 2010 — 2014
Doctor of Medicine (M.D.), Medicine
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor's degree, Economics, Chemistry Minor
Purdue University 2004 — 2005
Whitney Young Magnet High School 2000 — 2004
Northwestern University May 2015 - Present
University of Pittsburgh Medical Center (UPMC) May 2014 - May 2015
University of Illinois at Chicago August 2010 - May 2014
Turning the Page Americorp Vista July 2009 - July 2010
University of Illinois at Urbana-Champaign August 2008 - August 2009
Summer Research Opportunities Collaborative (SROC) at University of Chicago May 2007 - August 2007
UBS Financial Services June 2006 - August 2006
Purdue University August 2004 - December 2005
Skills
Medical Research, Medicine, Epidemiology, Medical Education, Public Health, Healthcare, Clinical Research
Education
Northwestern University 2015 — 2016
Master of Public Health (MPH)
University of Illinois College of Medicine 2010 — 2014
Doctor of Medicine (M.D.), Medicine
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor's degree, Economics, Chemistry Minor
Purdue University 2004 — 2005
Whitney Young Magnet High School 2000 — 2004
Tim Sheridan's UBS Financial Services Experience November 2005 - October 2009
Job SVP Market Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors LLC February 2012 - Present
Raymond James & Associates July 2010 - February 2012
UBS Financial Services November 2005 - October 2009
Morgan Stanley January 1997 - November 2005
Skills
Investments, Asset Allocation, Retirement Planning, Investment Strategies
Education
Providence College 1982 — 1986
BS, Finance
St Mary's Boys High School 1978 — 1982
Wells Fargo Advisors LLC February 2012 - Present
Raymond James & Associates July 2010 - February 2012
UBS Financial Services November 2005 - October 2009
Morgan Stanley January 1997 - November 2005
Skills
Investments, Asset Allocation, Retirement Planning, Investment Strategies
Education
Providence College 1982 — 1986
BS, Finance
St Mary's Boys High School 1978 — 1982
Sam Othman's UBS Financial Services Experience April 2010 - August 2010
Job Student at Oakland University
Industry Financial Services
Experience
Darden Restaurants April 2010 - Present
Olive Garden April 2010 - Present
UBS Financial Services April 2010 - August 2010
Education
Oakland University 2007 — 2011
Northwood University
Entertainment Sports Promotional Management
Oakland University
Bachelor of Science, Business Administration; Finance
Darden Restaurants April 2010 - Present
Olive Garden April 2010 - Present
UBS Financial Services April 2010 - August 2010
Education
Oakland University 2007 — 2011
Northwood University
Entertainment Sports Promotional Management
Oakland University
Bachelor of Science, Business Administration; Finance
Charles Bourne's UBS Financial Services Experience January 2008 - November 2008
Job Banking Professional
Industry Banking
Experience
Citicorp November 2010 - April 2011
Bank of America November 2008 - April 2009
UBS Financial Services January 2008 - November 2008
JPMorgan Chase May 2005 - January 2006
Community Federal Saving Bank May 2004 - December 2004
Skills
Certificate in Advance...
Education
Pace University 1981 — 1985
Obtained a certificate, banking
American Institute of Banking 1977 — 1981
Citicorp November 2010 - April 2011
Bank of America November 2008 - April 2009
UBS Financial Services January 2008 - November 2008
JPMorgan Chase May 2005 - January 2006
Community Federal Saving Bank May 2004 - December 2004
Skills
Certificate in Advance...
Education
Pace University 1981 — 1985
Obtained a certificate, banking
American Institute of Banking 1977 — 1981
John Alex. ChFC, CFP,CIMA, AIFA's UBS Financial Services Experience July 1998 - Present
Job Executive Director Branch Manager UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services July 1998 - Present
Paine Webber January 2000 - November 2003
Paine Webber, New York City 1998 - 2000
Merrill Lynch 1993 - 1998
Skills
Series 7
Education
Pace University - Lubin School of Business
BBA, Business Administration
UBS Financial Services July 1998 - Present
Paine Webber January 2000 - November 2003
Paine Webber, New York City 1998 - 2000
Merrill Lynch 1993 - 1998
Skills
Series 7
Education
Pace University - Lubin School of Business
BBA, Business Administration
Douglas Parkey's UBS Financial Services Experience 2003 - 2007
Job Executive Director/Sr. Private Banker at JP Morgan
Industry Financial Services
Experience
JP Morgan April 2010 - Present
Morgan Stanley Smith Barney November 2007 - April 2010
UBS Financial Services 2003 - 2007
Merrill Lynch BFS 1999 - 2002
Skills
Series 7, Wealth Management, Series 63, Credit, Private Banking, Banking, Asset Allocation, Mortgage Lending, Asset Managment, Commercial Lending, Capital Markets, Wealth Management..., Finance, Securities, Asset Management
Education
Nova Southeastern University 1987 — 1998
MBA, General
University of Iowa - Henry B. Tippie College of Business 1981 — 1985
BBA, Finance
JP Morgan April 2010 - Present
Morgan Stanley Smith Barney November 2007 - April 2010
UBS Financial Services 2003 - 2007
Merrill Lynch BFS 1999 - 2002
Skills
Series 7, Wealth Management, Series 63, Credit, Private Banking, Banking, Asset Allocation, Mortgage Lending, Asset Managment, Commercial Lending, Capital Markets, Wealth Management..., Finance, Securities, Asset Management
Education
Nova Southeastern University 1987 — 1998
MBA, General
University of Iowa - Henry B. Tippie College of Business 1981 — 1985
BBA, Finance
Rasika Datar's UBS Financial Services Experience 2006 - 2009
Job at Dow Jones
Industry Computer Software
Experience
Dow Jones October 2010 - Present
Skarven/Boeing August 2010 - October 2010
UBS Financial Services 2006 - 2009
Education
University of Illinois at Chicago 1989 — 1991
MS, Computer Science
Rani Durgavati Vishwavidyalaya 1980 — 1985
BE, Electronics & Telecommunications
Dow Jones October 2010 - Present
Skarven/Boeing August 2010 - October 2010
UBS Financial Services 2006 - 2009
Education
University of Illinois at Chicago 1989 — 1991
MS, Computer Science
Rani Durgavati Vishwavidyalaya 1980 — 1985
BE, Electronics & Telecommunications
Jason Hutton's UBS Financial Services Experience September 2008 - March 2010
Job Senior Vice President Wealth Management, Senior Financial Advisor, Senior Portfolio Manager | Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch July 2015 - Present
Wealth and Investment Management at Barclays March 2010 - July 2015
UBS Financial Services September 2008 - March 2010
Lehman Brothers December 1996 - September 2008
Skills
Securities, Wealth Management, Hedge Funds, Investments, Equities, Fixed Income, Alternative Investments, Strategic Planning, Portfolio Management, Private Equity, Private Banking, Master Limited..., Asset Allocation, Investment Advisory, Financial Advisory, Private Clients, Family Office, Financial Modeling, Capital Markets, Asset Management, Investment Banking, Strategy, Valuation
Education
Princeton University 1992 — 1996
Bachelor of Arts (BA), Political Science
Princeton University 1992 — 1996
Merrill Lynch July 2015 - Present
Wealth and Investment Management at Barclays March 2010 - July 2015
UBS Financial Services September 2008 - March 2010
Lehman Brothers December 1996 - September 2008
Skills
Securities, Wealth Management, Hedge Funds, Investments, Equities, Fixed Income, Alternative Investments, Strategic Planning, Portfolio Management, Private Equity, Private Banking, Master Limited..., Asset Allocation, Investment Advisory, Financial Advisory, Private Clients, Family Office, Financial Modeling, Capital Markets, Asset Management, Investment Banking, Strategy, Valuation
Education
Princeton University 1992 — 1996
Bachelor of Arts (BA), Political Science
Princeton University 1992 — 1996
Gregorio Roseto's UBS Financial Services Experience May 2004 - August 2008
Job Sr. Media Buyer, National Audio at Horizon Media
Industry Marketing and Advertising
Experience
Horizon Media March 2013 - Present
MediaCom November 2011 - March 2013
Global Marketing with a Local Vision January 2009 - September 2011
UBS Financial Services May 2004 - August 2008
Universal Music January 2008 - May 2008
Skills
Digital Media, Television, Media Planning, Radio, B2B, Media Buying, Digital Strategy, Mobile Marketing, Digital Marketing, Integrated Marketing, Interactive Marketing, Marketing Strategy, Media Strategy, Online Advertising, comScore
Education
Pace University 2005 — 2009
BBA, Marketing
Monsignor Farrell High School 2001 — 2005
Horizon Media March 2013 - Present
MediaCom November 2011 - March 2013
Global Marketing with a Local Vision January 2009 - September 2011
UBS Financial Services May 2004 - August 2008
Universal Music January 2008 - May 2008
Skills
Digital Media, Television, Media Planning, Radio, B2B, Media Buying, Digital Strategy, Mobile Marketing, Digital Marketing, Integrated Marketing, Interactive Marketing, Marketing Strategy, Media Strategy, Online Advertising, comScore
Education
Pace University 2005 — 2009
BBA, Marketing
Monsignor Farrell High School 2001 — 2005
Ronald Molinari's UBS Financial Services Experience March 2009 - Present
Job First Vice President Investments at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services March 2009 - Present
Education
Rochester Institute of Technology
UBS Financial Services March 2009 - Present
Education
Rochester Institute of Technology
Blake Prete's UBS Financial Services Experience January 2010 - May 2010
Job Business Development at M3 Financial
Industry Financial Services
Experience
M3 Financial March 2012 - Present
UBS Financial Services January 2010 - May 2010
Skills
Investments, Retirement Planning, Mutual Funds, Fixed Annuities, Sales, Finance, Fixed Income, Relationship Management, Strategic Financial..., Retirement, Series 63, Life Insurance, Equities, Indexed Annuities, Equity Indexed Annuities, Uniform Combined State..., Strategic Planning, Wealth, College Savings Plans, Series 6, Brokers, Financial Planning, Customer Service, Wealth Management
Education
University of Connecticut 2007 — 2010
BA, Economics
Plymouth State University 2006 — 2007
Finance
M3 Financial March 2012 - Present
UBS Financial Services January 2010 - May 2010
Skills
Investments, Retirement Planning, Mutual Funds, Fixed Annuities, Sales, Finance, Fixed Income, Relationship Management, Strategic Financial..., Retirement, Series 63, Life Insurance, Equities, Indexed Annuities, Equity Indexed Annuities, Uniform Combined State..., Strategic Planning, Wealth, College Savings Plans, Series 6, Brokers, Financial Planning, Customer Service, Wealth Management
Education
University of Connecticut 2007 — 2010
BA, Economics
Plymouth State University 2006 — 2007
Finance
Robert Doull's UBS Financial Services Experience April 2012 - Present
Job Analyst at Quantitative Risk Management
Industry Capital Markets
Experience
Quantitative Risk Management July 2013 - Present
UBS Financial Services April 2012 - Present
University of Michigan Transportation Research Institute April 2011 - Present
Galley Gourmet April 2010 - Present
Nubs Nob Winter Sports School December 2011 - January 2012
University of Michigan Transportation Research Institute June 2011 - September 2011
Nubs Nob Winter Sports School December 2010 - January 2011
Galley Gourmet June 2010 - August 2010
City Park Grill June 2009 - August 2009
City Park Grill January 2007 - January 2009
Education
Northwestern University 2009 — 2013
Northwestern University
Bachelor of Arts, Economics and Statistics
Northwestern University
Bachelor of Arts, Economics and Statistics
Quantitative Risk Management July 2013 - Present
UBS Financial Services April 2012 - Present
University of Michigan Transportation Research Institute April 2011 - Present
Galley Gourmet April 2010 - Present
Nubs Nob Winter Sports School December 2011 - January 2012
University of Michigan Transportation Research Institute June 2011 - September 2011
Nubs Nob Winter Sports School December 2010 - January 2011
Galley Gourmet June 2010 - August 2010
City Park Grill June 2009 - August 2009
City Park Grill January 2007 - January 2009
Education
Northwestern University 2009 — 2013
Northwestern University
Bachelor of Arts, Economics and Statistics
Northwestern University
Bachelor of Arts, Economics and Statistics
Elise Dubuque's UBS Financial Services Experience May 2011 - August 2011
Job Director of Research and Marketing at Campion and Company Fine Homes Real Estate
Industry Real Estate
Experience
Campion and Company Fine Homes Real Estate June 2013 - Present
Katz Media Group June 2012 - August 2012
UBS Financial Services May 2011 - August 2011
Oyster Harbors Marine 2007 - 2010
Education
Princeton University 2009 — 2013
Newton Country Day School of the Sacred Heart
Campion and Company Fine Homes Real Estate June 2013 - Present
Katz Media Group June 2012 - August 2012
UBS Financial Services May 2011 - August 2011
Oyster Harbors Marine 2007 - 2010
Education
Princeton University 2009 — 2013
Newton Country Day School of the Sacred Heart
Jacqueline Kaplove's UBS Financial Services Experience June 2012 - Present
Job Registered Client Service Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services June 2012 - Present
Merrill Lynch 2011 - June 2012
MEC May 2010 - August 2011
Education
Providence College 2008 — 2012
B.S. Finance, French Minor
UBS Financial Services June 2012 - Present
Merrill Lynch 2011 - June 2012
MEC May 2010 - August 2011
Education
Providence College 2008 — 2012
B.S. Finance, French Minor
Robert Wylie's UBS Financial Services Experience 2008 - Present
Job Associate Director at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services 2008 - Present
Merrill Lynch September 2005 - December 2007
Skills
Equities, Portfolio Management
Education
Rutgers University-New Brunswick 2001 — 2005
Economics, Finance
UBS Financial Services 2008 - Present
Merrill Lynch September 2005 - December 2007
Skills
Equities, Portfolio Management
Education
Rutgers University-New Brunswick 2001 — 2005
Economics, Finance
Steve Renie's UBS Financial Services Experience October 1995 - April 2004
Job Senior Vice President Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Morgan Stanley Smith Barney April 2004 - July 2015
UBS Financial Services October 1995 - April 2004
Merrill Lynch January 1991 - October 1995
Skills
Fixed Annuities, Investments, Retirement, Wealth Management, Strategic Financial..., 401k, Financial Advisory, Finance, Financial Planning, Portfolio Management, Retirement Planning, Mutual Funds, Asset Allocation
Education
Ohio University 1986 — 1990
BBA, Finance and Economics
College of Financial Planning
Chartered Retirement Plan Counselor CRPC
Merrill Lynch July 2015 - Present
Morgan Stanley Smith Barney April 2004 - July 2015
UBS Financial Services October 1995 - April 2004
Merrill Lynch January 1991 - October 1995
Skills
Fixed Annuities, Investments, Retirement, Wealth Management, Strategic Financial..., 401k, Financial Advisory, Finance, Financial Planning, Portfolio Management, Retirement Planning, Mutual Funds, Asset Allocation
Education
Ohio University 1986 — 1990
BBA, Finance and Economics
College of Financial Planning
Chartered Retirement Plan Counselor CRPC
Daniel McCarty's UBS Financial Services Experience September 2010 - December 2010
Job Logistics/Finance Manager at Atlantic Marine Ship Services
Industry Financial Services
Experience
Atlantic Commercial Materials/Atlantic Marine Ship Services August 2011 - Present
Westmont Fire Company May 2000 - Present
UBS Financial Services September 2010 - December 2010
Skills
QuickBooks, Microsoft Excel, PowerPoint, Problem Solving, Microsoft Word, Logistics, Critical Thinking, Customer Service, Coordination
Education
Rutgers University – Camden 2006 — 2010
Bachelor of Fine Arts (BFA), Finance, General, 3.8
Atlantic Commercial Materials/Atlantic Marine Ship Services August 2011 - Present
Westmont Fire Company May 2000 - Present
UBS Financial Services September 2010 - December 2010
Skills
QuickBooks, Microsoft Excel, PowerPoint, Problem Solving, Microsoft Word, Logistics, Critical Thinking, Customer Service, Coordination
Education
Rutgers University – Camden 2006 — 2010
Bachelor of Fine Arts (BFA), Finance, General, 3.8
Jim Rappolt's UBS Financial Services Experience September 2006 - Present
Job Operations Manager at UBS
Industry Financial Services
Experience
UBS September 2006 - Present
UBS Financial Services September 2006 - Present
S.S. White Technologies June 2003 - August 2006
Joslyn Hi-Voltage October 2000 - March 2003
Gilbarco Veeder Root January 1999 - October 2000
Danaher January 1996 - January 1999
Danaher September 1994 - January 1996
Raytheon March 1994 - September 1994
Raytheon February 1992 - March 1994
Raytheon February 1990 - February 1992
Education
University of Pittsburgh 1997 — 1998
MBA
Rensselaer Polytechnic Institute 1985 — 1989
BS, Mechanical Engineering
Shawnee Mission South
UBS September 2006 - Present
UBS Financial Services September 2006 - Present
S.S. White Technologies June 2003 - August 2006
Joslyn Hi-Voltage October 2000 - March 2003
Gilbarco Veeder Root January 1999 - October 2000
Danaher January 1996 - January 1999
Danaher September 1994 - January 1996
Raytheon March 1994 - September 1994
Raytheon February 1992 - March 1994
Raytheon February 1990 - February 1992
Education
University of Pittsburgh 1997 — 1998
MBA
Rensselaer Polytechnic Institute 1985 — 1989
BS, Mechanical Engineering
Shawnee Mission South
Arnel Blancas's UBS Financial Services Experience August 2007 - June 2008
Job Program Operations Analyst at University of Washington
Industry Education Management
Experience
University of Washington January 2014 - Present
Washington State Board for Community and Technical Colleges May 2010 - January 2014
Washington State Department of Social and Health Services July 2008 - May 2010
UBS Financial Services August 2007 - June 2008
Grays Harbor College January 2006 - August 2007
Skills
Higher Education, Budgets, Community Outreach, Data Analysis, Program Development, Nonprofits, Policy, Grant Writing, Grants, Program Evaluation, Staff Development, Fundraising, Policy Analysis, Government, Student Affairs, Public Speaking
Education
Pacific Lutheran University 2003 — 2005
MBA
Western Washington University 1994 — 1996
BA, Exercise Science- Sport Psychology
University of Washington January 2014 - Present
Washington State Board for Community and Technical Colleges May 2010 - January 2014
Washington State Department of Social and Health Services July 2008 - May 2010
UBS Financial Services August 2007 - June 2008
Grays Harbor College January 2006 - August 2007
Skills
Higher Education, Budgets, Community Outreach, Data Analysis, Program Development, Nonprofits, Policy, Grant Writing, Grants, Program Evaluation, Staff Development, Fundraising, Policy Analysis, Government, Student Affairs, Public Speaking
Education
Pacific Lutheran University 2003 — 2005
MBA
Western Washington University 1994 — 1996
BA, Exercise Science- Sport Psychology
Frances Arevalo's UBS Financial Services Experience October 1998 - November 2008
Job Executive Assistant at American Express
Industry Financial Services
Experience
American Express November 2008 - Present
UBS Financial Services October 1998 - November 2008
UBS/PaineWebber Inc 1998 - 2008
Givaudan Roure January 1990 - June 1997
Skills
Lotus Notes, Outlook, Financial Services, Banking, Microsoft Excel, Customer Service, Administrative..., Access, PowerPoint, Microsoft Office, Visio, Relationship Management, Vendor Management, Time Management, Financial Analysis, Insurance, Leadership, Finance, Microsoft Word
Education
Queensborough Community College
Associate in Applied Science
Saint John's University
Bachelor of Science
American Express November 2008 - Present
UBS Financial Services October 1998 - November 2008
UBS/PaineWebber Inc 1998 - 2008
Givaudan Roure January 1990 - June 1997
Skills
Lotus Notes, Outlook, Financial Services, Banking, Microsoft Excel, Customer Service, Administrative..., Access, PowerPoint, Microsoft Office, Visio, Relationship Management, Vendor Management, Time Management, Financial Analysis, Insurance, Leadership, Finance, Microsoft Word
Education
Queensborough Community College
Associate in Applied Science
Saint John's University
Bachelor of Science
Tricia Pickett's UBS Financial Services Experience January 2011 - March 2014
Job Sr. Registered Associate Morgan Stanley
Industry Financial Services
Experience
UBS Financial Services January 2011 - March 2014
Morgan Stanley Smith Barney June 1998 - January 2011
Education
Portland State University 1992 — 1997
Bachelor of Arts (BA), Speech Communication
UBS Financial Services January 2011 - March 2014
Morgan Stanley Smith Barney June 1998 - January 2011
Education
Portland State University 1992 — 1997
Bachelor of Arts (BA), Speech Communication
Deke Lundquist's UBS Financial Services Experience October 1987 - Present
Job Sr Portfolio Manager at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services October 1987 - Present
Education
Principia College
UBS Financial Services October 1987 - Present
Education
Principia College
Sally Kruk's UBS Financial Services Experience February 2009 - April 2012
Job
Industry Financial Services
Experience
M & T Securities February 2014 - Present
Lovett Advisors, LLC June 2012 - December 2013
UBS Financial Services February 2009 - April 2012
Morgan Stanley July 2000 - February 2009
Skills
Client Services
Education
Penn State University
M & T Securities February 2014 - Present
Lovett Advisors, LLC June 2012 - December 2013
UBS Financial Services February 2009 - April 2012
Morgan Stanley July 2000 - February 2009
Skills
Client Services
Education
Penn State University
Christopher Dionisopoulos's UBS Financial Services Experience May 2013 - August 2015
Job IMR Research Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management August 2015 - Present
UBS Financial Services May 2013 - August 2015
RI General Assembly January 2008 - May 2009
Education
Providence College 2009 — 2013
Bachelor of Arts (BA), Economics, Magna cum Laude
UBS Wealth Management August 2015 - Present
UBS Financial Services May 2013 - August 2015
RI General Assembly January 2008 - May 2009
Education
Providence College 2009 — 2013
Bachelor of Arts (BA), Economics, Magna cum Laude
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS