UBS Financial Services, Inc

Industry: Investment banking company

Description

UBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centers as the largest Swiss banking institution in the world. CEO: Sergio Ermotti (15 Nov 2011–) Customer service: 020 7567 8000 Headquarters: Basel, Switzerland Subsidiaries: UBS Limited, UBS Investment Bank,

UBS Financial Services, Inc 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, Inc. You can filter them based on skills, years of employment, job, education, department, and prior employment.

UBS Financial Services, Inc Salaries. You can even request information on how much does UBS Financial Services, Inc pay if you want to. Learn about salaries, pros and cons of working for UBS Financial Services, Inc directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

2,397 UBS Financial Services, Inc employees in database. Find out everything there's to know about UBS Financial Services, Inc employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

UBS Financial Services, Inc Employees

Employee
Years
Job
Industry
BRENT BRUCKNER BRENT BRUCKNER North Canton, Ohio Details
BRENT BRUCKNER's UBS Financial Services, Inc Experience June 2011 - November 2014
Job Wealth Management Consultant
Industry Financial Services
Experience
Invent Now, Non-Profit Organization   February 2015 - Present
UBS Financial Services Inc.  June 2011 - November 2014
Raymond James & Associates, Inc.   November 2005 - June 2011
Advest, Inc.   June 1997 - November 2005
Banc One Investment Management and Trust Company   January 1995 - May 1997

Skills
Investments, Wealth Management, Series 7, Team Building, Series 63, Retirement Planning, Asset Managment, Marketing, Strategic Planning, Alternative Investments, Mutual Funds, Asset Allocation, Sales, Management, Leadership, Public Speaking, Customer Service, Financial Analysis, Financial Planning, Insurance, Sales Management, Team Leadership, Client Education, Client Development, Client Presentation, Behavior Management, Behavioral Finance, Asset Management, Portfolio Management, Estate Planning, Retirement, Marketing Strategy, Equities, Securities, Risk Management, Finance, Financial Services, Small Business, Financial Advisory, Investment Advisory, Fixed Annuities, Investment Strategies, Life Insurance, Fixed Income, Business Planning, Strategy, Banking, Credit, Consulting, 401k

Education
Harvard Business School   2002 — 2004
Behavioral Finance, Advest Institute

The University of Akron   2000 — 2001
Post-Baccalaureate Certificate, Financial Planning

Baldwin Wallace University   1992 — 1994
Bachelor of Business Administration (B.B.A.), Finance

University of Dayton   1990 — 1992
Business Adminstration, School of Business

GlenOak High School   1986 — 1990
Diploma, College Prep

Stacy Stewart Howlin Stacy Stewart Howlin Greater Atlanta Area Details
Stacy Stewart Howlin's UBS Financial Services, Inc Experience May 2011 - Present
Job Director Institutional Equity Sales at UBS
Industry Financial Services
Experience
UBS Financial Services Inc.  May 2011 - Present
VALIC  January 2008 - May 2011
Banc of America Securities  September 1999 - February 2008
ING Barings Furman Selz  February 1996 - September 1999
Lehman Brothers  June 1986 - December 1995

Education
Auburn University, College of Business   1981 — 1985
BS, Finance

Brian Gormley Brian Gormley Greater Boston Area Details
Brian Gormley's UBS Financial Services, Inc Experience July 2013 - Present
Job Wealth Strategy Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  July 2013 - Present
Financial Foundations, Inc  May 2012 - May 2013
Merrill Lynch  April 2011 - August 2011

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2012 — 2013
Master of Science (M.S.), Finance

Bentley University   2008 — 2012
BS, Economics-Finance, Quantitative Perspective, Law Minor

Cory Youngs Cory Youngs Cincinnati Area Details
Cory Youngs's UBS Financial Services, Inc Experience September 2010 - Present
Job Wealth Strategy Associate
Industry Financial Services
Experience
UBS Financial Services Inc.  September 2010 - Present
Omega Capital Corp. Raymond James Financial   January 2008 - September 2010
Ohio National Financial Services  September 2006 - December 2007

Education
Binghamton University - School of Management   2002 — 2006
Bachelor of Science (BS), Finance and Marketing

Samantha Robert Samantha Robert Long Beach, California Details
Samantha Robert's UBS Financial Services, Inc Experience December 2013 - February 2015
Job Molina Healthcare
Industry Information Technology and Services
Experience
Molina Healthcare  April 2015 - Present
Rock Bottom Restaurant & Brewery  January 2012 - Present
UBS Financial Services Inc.  December 2013 - February 2015
UBS Financial Services Inc.  May 2012 - December 2013
El Dorado Hills Sports Club  August 2010 - August 2011
The Village Bistro   March 2009 - August 2011

Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Public Speaking, Event Planning, Social Networking, Leadership

Education
California State University-Long Beach   2011 — 2013
Bachelor of Science (BS), International Business

American River College   2011 — 2011
Business Administration and Management, General

Folsom Lake College   2009 — 2011
Business Administration and Management, General

Rick Rogers, CIMA Rick Rogers, CIMA Newtown, Pennsylvania Details
Rick Rogers, CIMA's UBS Financial Services, Inc Experience December 1993 - Present
Job Senior Vice PresidentWealth Management
Industry Financial Services
Experience
UBS Financial Services, Inc   December 1993 - Present

Skills
Wealth Management, Asset Allocation, Investments, Investment Advisory, Retirement Planning, Strategic Financial...

Education
Bloomsburg University of Pennsylvania   1973 — 1977
Bachelor of Business Administration (BBA)

Eric Siemers Eric Siemers Sioux Falls, South Dakota Area Details
Eric Siemers's UBS Financial Services, Inc Experience May 2002 - August 2003
Job Local Sales Manager at Viamedia Sioux Falls
Industry Marketing and Advertising
Experience
Viamedia  June 2013 - Present
Sioux Falls Area Chamber of Commerce  February 2003 - September 2013
Keloland Television   June 2004 - June 2013
Sioux Falls Business Journal   2003 - 2004
UBS Financial Services Inc  May 2002 - August 2003
Nextel Partners, Inc  August 2001 - March 2002
Kansas City Star  December 1995 - July 2001
Kansas City Star  February 1991 - December 1995
The Olathe Daily News  January 1989 - February 1991

Skills
Advertising, New Business Development, Consultative Selling, Newspaper, Television, Strategic Planning, Negotiation, Account Management, Public Speaking, Selling, Social Media Marketing, Sales, Customer Service, Copywriting, Sales Management, Leadership, Training, Sales Operations, CRM, Online Advertising, Public Relations, Marketing, Social Media, Marketing Communications, Social Networking, Media Relations, Marketing Strategy, Fundraising, Online Marketing

Education
Kansas State University   1986 — 1998
Bachelor of Science Degree, Journalism and Mass Communications

Arizona State University   1985 — 1986
Bachelor of Science (B.S.), Mass Communication/Media Studies

Bradley Swain Bradley Swain Greater San Diego Area Details
Bradley Swain's UBS Financial Services, Inc Experience February 2001 - April 2009
Job Vice President Investment Executive at Wedbush Morgan Securities
Industry Financial Services
Experience
Wedbush Securities  April 2009 - Present
UBS Financial Services, Inc   February 2001 - April 2009
Morgan Stanley  July 1995 - February 2001
Tamron USA  March 1986 - January 1995
Photo Systems, Inc.   1984 - 1986
Russ Lyon Realty  1980 - December 1983

Skills
Investment Strategies, Alternative Investments, Insurance, Hedge Funds, Uniform Combined State..., Financial Advisory, Investment Banking, Capital Markets, Financial Modeling, Equity Trading, Retirement, Due Diligence, Series 7, Strategic Planning, Estate Planning, New Business Development, Business Strategy, Investment Management, Investments, Management, Wealth Management, Mutual Funds, Series 63, Marketing

Education
Thunderbird School of Global Management   1981 — 1983
MIM, Marketing

Prescott College   1970 — 1973
BA, Arts & Literature, Theatre Arts, Cultural Anthropology, Archaeology

Arizona State University   1969 — 1970

Woodstock High School   1965 — 1969

Jennifer Bass Jennifer Bass Austin, Texas Details
Jennifer Bass's UBS Financial Services, Inc Experience April 2014 - Present
Job Senior Registered Client Service Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Financial Services Inc  April 2014 - Present
UBS Financial Services Inc  July 2013 - April 2014
UBS Financial Services Inc  November 2012 - July 2013
UBS Financial Services Inc  February 2008 - October 2012
Studio 5678   July 2006 - October 2012
Tate Publishing  July 2006 - February 2008
The Arrangement  January 2006 - July 2006
ACU  January 2006 - May 2006
ACU  August 2002 - December 2005
The Plantation House   July 2005 - October 2005

Skills
Event Planning

Education
Abilene Christian University   2001 — 2005
BA, English

Abilene Christian University   2001 — 2005
BS, Integrated Marketing Communication

Marque Cohen, CRPC® | CWS® Marque Cohen, CRPC® | CWS® Greater San Diego Area Details
Marque Cohen, CRPC® | CWS®'s UBS Financial Services, Inc Experience January 2009 - Present
Job Senior Vice President Wealth Management, Wealth Advisor
Industry Financial Services
Experience
UBS Financial Services Inc.  January 2009 - Present
Morgan Stanley  September 1992 - January 2009
Arizona Attorney General's Office  1990 - 1991

Education
College for Financial Planning   2012 — 2012
Retirement Planning

University of Pennsylvania - The Wharton School   2002 — 2003
Sr. Financial Advisor Executive Education

Arizona State University   1989 — 1991
B.A, Rhetoric

Trina Colley Trina Colley Clio, Michigan Details
Trina Colley's UBS Financial Services, Inc Experience February 2009 - Present
Job Senior Client Service Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  February 2009 - Present
Morgan Stanley  May 1993 - February 2009

Education
Baker College of Flint   1992 — 1996
Associates, Accounting

Clio High School

Ambreen Aden Ambreen Aden Port Jefferson Station, New York Details
Ambreen Aden's UBS Financial Services, Inc Experience June 2003 - July 2004
Job Retail Sales Consultant at Mack's International/AT&T Retailer
Industry Real Estate
Experience
Mack's International/AT&T Retailer   June 2007 - Present
Countrywide Bank  September 2004 - May 2008
UBS Financial Services Inc.  June 2003 - July 2004
YMCA of Greater New York  December 2002 - July 2004

Skills
Microsoft Word, PowerPoint, Microsoft Excel, Windows XP, Windows 7, Mac OS, Accounting

Education
Baruch College   2002 — 2004
Bachelor of Business Administration (B.B.A.), Advertising and Marketing Communication

Queensborough Community College   1999 — 2001
Associate of Science (A.S.), Business Administration

Kevin Baker Kevin Baker New York, New York Details
Kevin Baker's UBS Financial Services, Inc Experience October 2011 - December 2011
Job Business Analyst
Industry Management Consulting
Experience
Accenture  September 2014 - Present
Ralph Lauren  August 2014 - November 2014
Accenture  June 2013 - August 2013
Ralph Lauren  June 2012 - August 2012
UBS Financial Services Inc.  October 2011 - December 2011

Skills
Analysis, Management, Project Management, Marketing, Finance, Sales, Data Analysis, Financial Analysis, Financial Modeling, Teamwork, Team Leadership, Negotiation, Forecasting, Training, Leadership, Business Analysis, Strategy, Time Management, Inventory Management, CRM, Business Strategy

Education
New York University - Leonard N. Stern School of Business   2010 — 2014
Bachelor’s Degree, Business Economics and Finance

University of Manchester - Manchester Business School   2012 — 2013
International Exchange, Financial Economics and Management

Sheryl Schneider Sheryl Schneider Greater Chicago Area Details
Sheryl Schneider's UBS Financial Services, Inc Experience 2005 - 2009
Job Director of Client Services at Cornerstone Advisers, LLC
Industry Financial Services
Experience
Cornerstone Advisers, LLC   February 2013 - Present
Pro Star Group   January 2011 - January 2013
J.P. Morgan Chase   May 2010 - November 2010
UBS Financial Services, Inc   2005 - 2009
Morgan Stanley  January 2000 - January 2005
Bon Ton Food Service, Inc   January 1991 - January 2000

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Research, Outlook, English, Windows, Teaching

Education
Arizona State University
Bachelor of Arts, Elementary Education and Teaching

New Trier West

Richard Weiner Richard Weiner Greater New York City Area Details
Richard Weiner's UBS Financial Services, Inc Experience 2008 - Present
Job Senior Vice President The Century Group at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  2008 - Present
Morgan Stanley & Co.   1994 - 2008
MansWare Inc. Leonard A. Weiner Inc.   June 1975 - June 1994

Education
Binghamton University   1971 — 1974
Bachelor of Arts, Geography Geology

SUNY Binghamton

Kristina Bakis Kristina Bakis Washington, District Of Columbia Details
Kristina Bakis's UBS Financial Services, Inc Experience March 2013 - November 2014
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS  November 2014 - Present
UBS Financial Services, Inc   March 2013 - November 2014
UBS Financial Services, Inc   June 2011 - March 2013
UBS Financial Services INC.  April 2006 - June 2011
Fidelity Investments  June 2005 - April 2006

Education
Boston College - Wallace E. Carroll Graduate School of Management   2008 — 2011
MBA

Bates College   2001 — 2005
BA, French, Spanish

Katlan Bennett Katlan Bennett Greensboro/Winston-Salem, North Carolina Area Details
Katlan Bennett's UBS Financial Services, Inc Experience September 2011 - January 2012
Job Marketing Coordinator at Gold's Gym International
Industry Marketing and Advertising
Experience
Gold's Gym  December 2013 - Present
Enterprise Rent-A-Car  April 2013 - November 2013
Enterprise Rent-A-Car  March 2012 - April 2013
UBS Financial Services, Inc   September 2011 - January 2012

Skills
Event Planning, Marketing, Marketing Strategy, Microsoft Office, Customer Service, Social Networking, Social Media

Education
Towson University   2008 — 2012
Bachelors of Science, Business Administration with Marketing Concentration

Towson University   2008 — 2011
Bachelor of Applied Science (BASc), Marketing

Anne Arundel Community College   2007 — 2008
General studies, General Studies

Stuart Makris Stuart Makris Houston, Texas Details
Stuart Makris's UBS Financial Services, Inc Experience June 2012 - August 2012
Job Juris Doctor Candidate, May 2016
Industry Legal Services
Experience
Makris Law Firm PC   May 2004 - August 2015
Enbridge  June 2014 - July 2014
European Parliament  April 2013 - July 2013
European Parliament Liaison Office with US Congress  January 2013 - April 2013
The Children's Assessment Center  October 2012 - January 2013
UBS Financial Services Inc.  June 2012 - August 2012
Judge Lynn Bradshaw-Hull   June 2011 - July 2011
The American Association of Political Consultants   June 2010 - August 2010

Skills
Mac OS X, Microsoft Office, International Relations, Microsoft Excel, Microsoft Word, Event Planning, Social Networking, Management, Customer Service, Editing, Social Media Marketing, Public Relations, Public Speaking

Education
South Texas College of Law   2013 — 2016
Juris Doctor Candidate, May 2016, 2L

Duke University School of Law   2014 — 2014
Doctor of Law (J.D.) Program, Transnational Law

American University   2013 — 2013
Global Business and Trade, Graduate Program

St. Edward's University   2008 — 2012
Undergraduate, Economics Major

John Cabot University   2010 — 2011
International Business and Economics

American University   2010 — 2010
International Business and Economics, Undergraduate Program

Universidad Internacional Menéndez Pelayo   2008 — 2008
Study of Spanish Language and Culture

St. Thomas Highschool   2004 — 2008

Alison Ramsey Alison Ramsey Fort Lauderdale, Florida Details
Alison Ramsey's UBS Financial Services, Inc Experience January 2012 - Present
Job Registered Client Service Associate at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS Financial Services, Inc   January 2012 - Present
Morgan Stanley  February 2011 - January 2013

Education
Lynn University   2011 — 2014
Master of Business Administration (M.B.A.)

Lynn University   2009 — 2011
Bachelor of Business Administration (B.B.A.), Marketing, Summa Cum Laude

Ball State University - College of Business   2008 — 2009
Marketing

Jeffrey Chris Kirk Jeffrey Chris Kirk Fairview, Tennessee Details
Jeffrey Chris Kirk's UBS Financial Services, Inc Experience August 2013 - Present
Job Wealth Strategy Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  August 2013 - Present
UBS Financial Services Inc.  July 2007 - August 2013
Vector Marketing  October 2004 - June 2007

Education
Belmont University   2004 — 2008
Bachelor of Science, Mathematics

Doug Bortner, CFA Doug Bortner, CFA New York, New York Details
Doug Bortner, CFA's UBS Financial Services, Inc Experience May 2009 - August 2009
Job Risk Associate at Sound Point Capital Management, LP
Industry Investment Banking
Experience
Sound Point Capital Management, LP  2015 - Present
J.P. Morgan   2012 - 2015
UBS Investment Bank  2011 - 2012
UniCredit Markets & Investment Banking  January 2011 - June 2011
UBS Financial Services Inc  May 2009 - August 2009
UBS Financial Services Inc  May 2008 - August 2008

Skills
Bloomberg, Morningstar, Microsoft Excel, Access, PowerPoint, Outlook, Microsoft Word, Fixed Income, Financial Modeling, Equities, Capital Markets, Hedge Funds, Finance, Valuation, Portfolio Management, Economics, Financial Markets, Investments, Trading, Market Risk, Credit, Wealth Management, Derivatives, Financial Analysis, Analysis, VBA, Accounting, Asset Management, Management, Financial Reporting, Corporate Finance

Education
Bentley University   2006 — 2010
Bachelor of Science, Economics-Finance

Pina Carino Pina Carino San Diego, California Details
Pina Carino's UBS Financial Services, Inc Experience December 1993 - Present
Job UBS
Industry Financial Services
Experience
UBS Financial Services Inc.  December 1993 - Present

Education
Arizona State University   1987 — 1991
Criminal Justice/Police Science

Walter D. Razzaboni, CFP® Walter D. Razzaboni, CFP® Greater Boston Area Details
Walter D. Razzaboni, CFP®'s UBS Financial Services, Inc Experience 2012 - Present
Job Account Vice President CERTIFIED FINANCIAL PLANNER ™ at UBS Financial Services Inc.
Industry Investment Management
Experience
UBS Financial Services Inc.  2012 - Present

Education
Merrimack College
Certificate, Advanced Financial Planning

Boston University - School of Management
Masters Degree

Bentley University
Bachelors Degree

Stenden University Leeuwarden, the Netherlands
Fellowship, International Business

Sumeet Rametra Sumeet Rametra New York, New York Details
Sumeet Rametra's UBS Financial Services, Inc Experience June 2009 - August 2009
Job Hedge Fund Cerberus Capital Management
Industry Investment Banking
Experience
Cerberus Capital Management  January 2014 - Present
Cerberus Capital Management  March 2013 - Present
The Chesapeake Group  August 2012 - March 2013
Edelweiss Capital  January 2011 - June 2012
UBS Financial Services Inc  June 2009 - August 2009
EastBrook Capital   July 2008 - August 2008
UBS Wealth Management  January 2008 - May 2008

Skills
Equities, Investment Banking, Sales, Emerging Markets, Financial Modeling, Valuation, Communication, Financial Statement..., Wealth Management, Bloomberg, Fixed Income, Hedge Funds, Alternative Investments, Investor Relations, Bonds, Capital Markets, Corporate Finance, Mergers, Investments, Equity Valuation, Finance, Financial Analysis, Private Equity

Education
Bentley University   2006 — 2010
Bachelor of Science (BS), Economics & Finance

Scuola Lorenzo de' Medici   2008 — 2008
Italian

Mohammad Bilal Mohammad Bilal Greater New York City Area Details
Mohammad Bilal's UBS Financial Services, Inc Experience 2011 - 2011
Job Trade Surveillance Program Management at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase  July 2014 - Present
Morgan Stanley Wealth Management  October 2012 - July 2014
SDC Services, Inc   2011 - October 2012
UBS Financial Services, Inc   2011 - 2011
NYSE Euronext  2011 - 2011
Goldman, Sachs & Co   2007 - 2011

Skills
SDLC, Business Analysis, SQL, Bloomberg, HTML, Essbase, Requirements Gathering, Business Requirements, Visio, Report Writing, Remedy Ticketing System, Quality Center, Telelogic DOORS, SharePoint, Data Migration, Migration Projects, Lotus Notes, Peer Reviews, Validation, Microsoft Excel, Finance, Microsoft Office, Project Management, Equities, Analysis

Education
Technical Institude of Technology   2014 — 2014
Project Management

City University of New York-Baruch College - Zicklin School of Business   2007 — 2011
B.B.A, Finance

Roger Matles Roger Matles Greater New York City Area Details
Roger Matles's UBS Financial Services, Inc Experience May 2010 - Present
Job 1st VP Wealth Management/Financial Advisor at UBS Financial Services Inc.
Industry Investment Management
Experience
UBS Financial Services Inc.  May 2010 - Present
Morgan Stanley Smith Barney  1986 - May 2010

Education
American University   1971 — 1975
ba, psychology, sociology

Sean Ricketts Sean Ricketts Greater Boston Area Details
Sean Ricketts's UBS Financial Services, Inc Experience December 2011 - March 2012
Job Financial Professional
Industry Financial Services
Experience
Meketa Investment Group  December 2014 - Present
Fidelity Investments  October 2013 - December 2014
State Street Global Operations   June 2012 - November 2012
UBS Financial Services Inc.  December 2011 - March 2012
MEGA International  May 2011 - August 2011
Boston's Best Cruises  June 2009 - August 2011
State Street Global Markets UK   September 2010 - December 2010

Skills
Investments, Investment Valuation, Macroeconomics, Trading, Bloomberg, Microsoft Office, Investment Strategies, Financial Analysis

Education
Stonehill College   2008 — 2012
BSBA Finance, BA Political Science

Birkbeck, U. of London   2010 — 2011
Economics/Politics

Boston College High School   2004 — 2008

Donna M. Mascia Donna M. Mascia Greater New York City Area Details
Donna M. Mascia's UBS Financial Services, Inc Experience March 2006 - September 2010
Job Marketing & Communications Executive
Industry Marketing and Advertising
Experience
UBS Financial Services, Inc   March 2006 - September 2010
Merrill Lynch, Global Private Client  2004 - March 2006
Merrill Lynch, Global Private Client  2001 - 2004
Chase Manhattan Bank  1992 - 2001
PNC (formerly Midlantic National Bank)   1989 - 1992
Bergdorf Goodman  1987 - 1989

Education
Northeastern University, Graduate School of Business
Master of Business Administration, Marketing

Rutgers University, CMD
Digital Marketing, mini-MBA, May, 2012

Adelphi University
Bachelor of Business Administration, Marketing

Vincenza Leone Vincenza Leone Englishtown, New Jersey Details
Vincenza Leone's UBS Financial Services, Inc Experience October 2006 - September 2007
Job Looking to get back to the workforce working with banks and Investors Securities
Industry Banking
Experience
Sunny Days Sunshine center inc.   March 2014 - Present
UBS Financial Services Inc.  October 2006 - September 2007
Fidelity Investments,  October 2005 - October 2006
Bank Of New York, Brooklyn, NY   January 2005 - October 2005
Wachovia Securities /Prudential Securities,   December 1999 - December 2004

Skills
Outlook, English, Windows, Microsoft Word, Customer Service, Microsoft Excel, Research, PowerPoint, Microsoft Office, Teaching, Financial Services, Equities, Bloomberg, Risk Management, Business Analysis, Securities, Banking, Fixed Income, Asset Management, Finance, Process Improvement, Public Speaking

Education
Baruch College, City University of New York (CUNY)
Bachelor's Degree

Kingsborough Community College
Associate's Degree, Business Administration and Management, General

Joe Di Vito, Jr. CFP® CIMA® CRPS® AWM Joe Di Vito, Jr. CFP® CIMA® CRPS® AWM Phoenix, Arizona Area Details
Joe Di Vito, Jr. CFP® CIMA® CRPS® AWM's UBS Financial Services, Inc Experience November 1998 - March 2009
Job Senior Vice PresidentFinancial Advisor, Senior Portfolio ManagerPortfolio Focus at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  March 2009 - Present
UBS Financial Services Inc.  November 1998 - March 2009
Smith Barney  January 1993 - November 1998

Education
Arizona State University   1989 — 1998
B.S. Business, Finance

MaryKate Blanchfield MaryKate Blanchfield Hartford, Connecticut Area Details
MaryKate Blanchfield's UBS Financial Services, Inc Experience November 2006 - October 2007
Job Warehouse Manager at HP Hood
Industry Building Materials
Experience
HP Hood  May 2013 - Present
Parksite  April 2012 - May 2013
Waltham Services  March 2011 - March 2012
Beebe Landscape Service Inc   November 2007 - May 2010
UBS Financial Services Inc  November 2006 - October 2007
US Army  June 2005 - December 2006
Commissioned US Army/Transportation   December 2001 - December 2006
U.S. Army   July 1998 - December 2006
U.S. Army   June 2003 - June 2005
US Army  July 1998 - December 2001

Skills
Exceptional Leader, Great Interpersonal..., Dedicated, Sales Management, Team Management, Customer Service, Budgeting, Logistics, Training, Budgets, Security Clearance, Leadership, Sales Operations, Leadership Development, Human Resources, Inventory Management

Education
American InterContinental University   2004 — 2005
MBA, Business

Stetson University   1993 — 1997
Bachelor of Science, Exercise Science

Rachel Golodetz Rachel Golodetz New York, New York Details
Rachel Golodetz's UBS Financial Services, Inc Experience September 2007 - July 2011
Job MBA, Investment Banking Senior Associate
Industry Financial Services
Experience
Burnham Securities Inc.  May 2015 - Present
Burnham Securities Inc.  July 2013 - Present
Burnham Securities Inc.  May 2012 - June 2013
UBS Financial Services, Inc   September 2007 - July 2011
Resolution Inc.  2006 - 2007
Intercontinental Exchange  June 2002 - August 2002

Skills
Series 7, Series 66, Life & Health Insurance..., Capital IQ, Bloomberg Terminal, Oracle SQL, VBA, Uniform Combined State..., Financial Services, Bloomberg, Equities, Fixed Income, Finance, Securities, Mutual Funds, Valuation, Investment Banking

Education
City University of New York-Baruch College - Zicklin School of Business   2011 — 2013
Master of Business Administration (MBA), Finance, Computer Information Systems, 3.8

Université Jean Moulin (Lyon III)   2012 — 2012
International Business Practices/Intercultural Management Studies

University of Vermont   2002 — 2006
Bachelor of Arts, Psychology, English, Italian

Wayne D. Jorgenson Wayne D. Jorgenson Greater Minneapolis-St. Paul Area Details
Wayne D. Jorgenson's UBS Financial Services, Inc Experience April 2006 - Present
Job Senior Vice President Wealth Mgmt & Senior Portfolio Manager
Industry Investment Management
Experience
UBS Financial Services Inc  April 2006 - Present
Piper Jaffray & Hopwood   August 1975 - April 2006

Education
Augsburg College   1967 — 1971
Bachelor of Arts, Business Administration

Richfield High School

Jason Symond Jason Symond Greater Boston Area Details
Jason Symond's UBS Financial Services, Inc Experience December 2008 - Present
Job First Vice President Investments at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  December 2008 - Present
Smith Barney  June 1993 - December 2008
Smith Barney  June 1993 - December 2008

Education
Boston College   1989 — 1993
MS, Economics

Melrose High School   1987 — 1989

Kane McGukin Kane McGukin Greater Atlanta Area Details
Kane McGukin's UBS Financial Services, Inc Experience October 2006 - June 2011
Job Account Executive at AirWatch by VMware
Industry Financial Services
Experience
AirWatch by VMware  May 2014 - Present
AirWatch by VMware  March 2013 - May 2014
Kane McGukin   2014 - 2014
UBS Investment Bank  June 2011 - March 2013
UBS FINANCIAL SERVICES, INC   October 2006 - June 2011
BEAR STEARNS & COMPANY, INC   June 2006 - October 2006
CHILDERS ASSOCIATES   February 2005 - June 2006

Skills
Equities, Investments, Trading, Alternative Investments, Bloomberg, Options, Financial Services, Asset Management, Fixed Income, Portfolio Management, Capital Markets, Mobile Devices, Series 7, Series 63, Technology, Content Management, Mobile Applications

Education
Auburn University, College of Business   2002 — 2004
Bachelor of Science, Business Administration, Finance

Southern Polytechnic State University   2000 — 2002
Computer Science

Stephen R. Barbera Stephen R. Barbera Greater New York City Area Details
Stephen R. Barbera's UBS Financial Services, Inc Experience January 2007 - Present
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS Financial Services Inc.  January 2007 - Present
Smith Barney  August 2000 - January 2007
Trinchero Family Estates  June 1993 - August 2000
E & J Gallo Winery  December 1990 - June 1993
Bear Stearns  September 1989 - April 1990

Education
Boston College   1986 — 1990
BS, Finance

Boston College - Wallace E. Carroll Graduate School of Management   1986 — 1990
BS - FInance

Iona Preparatory High School   1982 — 1986

Elizabeth Royster-Young Elizabeth Royster-Young Greater New York City Area Details
Elizabeth Royster-Young's UBS Financial Services, Inc Experience May 2000 - January 2006
Job Vice President, Quality Assurance Test Analyst Founder & Executive Director of Shred Love
Industry Financial Services
Experience
The Bank of NY Mellon  May 2007 - Present
Shred Love   June 2009 - Present
eRoy Consulting LLC   April 2006 - March 2014
Telmap Ltd   June 2006 - May 2007
Tiger Tigress Productions   January 2006 - May 2006
UBS Financial Services, Inc   May 2000 - January 2006

Skills
User Acceptance Testing, Quality Assurance, Unix, Integration, Testing, Web Applications, Test Planning, Visio, Project Management, Software Documentation, Analysis, Regression Testing, Software Quality..., Manual Testing, Management, Business Analysis, SQL, Test Cases, Visual Basic, SDLC, Defect Tracking, Vendor Management, Access, Strategy, Fundraising, Fixed Income, Equities, Automated Software..., Event Planning, Business Development

Education
Jones International University   2000 — 2005
MBA, Information Technology Management

Bloomfield College   1995 — 2000
Degree; Bachelor of Science, Business Management

Jon R. Gabrielson, CIMA® Jon R. Gabrielson, CIMA® Phoenix, Arizona Area Details
Jon R. Gabrielson, CIMA®'s UBS Financial Services, Inc Experience June 2006 - Present
Job First Vice President Wealth Management
Industry Financial Services
Experience
UBS  September 1986 - Present
UBS Financial Services Inc.  June 2006 - Present

Education
Investment Management Consulting Association®   2000 — 2000
Certified Investment Management Analyst®, Finance, Member in good standing since June 2000

University of Pennsylvania - The Wharton School   1998 — 2000
Securities Industry Institute, General Course of Study

University of Arizona   1976 — 1978
Bachelor of Science, Agronomy & Plant Genetics

Arizona State University   1975 — 1976
Agronomy

Northern Arizona University   1974 — 1975

Scottsdale Community College   1973 — 1974

Scottsdale High School

Chris Rader Chris Rader Raleigh-Durham, North Carolina Area Details
Chris Rader's UBS Financial Services, Inc Experience 2007 - 2009
Job Design, Production, Transformation, and Solutions
Industry Information Technology and Services
Experience
MetLife  2014 - Present
RTI International  2009 - 2014
UBS Financial Services Inc.  2007 - 2009
RFG, LLC   2004 - 2006
Horizon Organic  2002 - 2004
Conservation International  1998 - 2002
Conservation International  1996 - 1998
Harford County Public Schools (Aberdeen HS)   1994 - 1996

Skills
Program Management, Project Management, Training, Strategic Planning, International..., Organizational..., Non-profits, SharePoint, Process Improvement, ITIL, SharePoint Designer, Portfolio Management, Business Analysis, Lean Six Sigma, User Experience, MS Project, Cost Control, Integration, Business Development, Human Resources, Visio, Change Management, Business Process, Enterprise Architecture, SDLC, Vendor Management, Business Process..., Agile Methodologies, Office 365, Strategy, CRM, Analysis, Management, Leadership, Business Intelligence, SaaS, Governance, Budgets, Project Portfolio..., Data Analysis

Education
American University   1996 — 2000
MA

Geneva College   1989 — 1993
BA

Brad Harrold, CFP® Brad Harrold, CFP® Indianapolis, Indiana Area Details
Brad Harrold, CFP®'s UBS Financial Services, Inc Experience July 2005 - September 2009
Job Financial Advisor, Registered Representative with New England Securities at Financial Partners Group
Industry Financial Services
Experience
Financial Partners Group  April 2012 - Present
Valeo Financial Advisors, LLC  October 2009 - April 2012
UBS Financial Services Inc.  July 2005 - September 2009
Linsco/Private Ledger Corp.   May 2002 - July 2005

Education
Indiana University - Kelley School of Business   1999 — 2002
B.S. in Business, Marketing

Ball State University   1998 — 1999
Business

Noblesville High School   1994 — 1998

Jason Raynor Jason Raynor Albany, New York Area Details
Jason Raynor's UBS Financial Services, Inc Experience December 2009 - August 2014
Job Director of Property Management The Spinney Group
Industry Real Estate
Experience
The Spinney Group   September 2014 - Present
UBS Financial Services Inc  December 2009 - August 2014
Experian QAS US  June 2009 - July 2009
Gulf Oil  June 2008 - October 2008

Education
Bentley University   2005 — 2009
Bachelor of Science (BS), Finance

Lorenzo de' Medici   2007 — 2007

Aaron Ammerman Aaron Ammerman Lexington, Kentucky Area Details
Aaron Ammerman's UBS Financial Services, Inc Experience November 2000 - Present
Job Regional Institutional Sales / Advisory & Brokerage Services
Industry Financial Services
Experience
UBS Financial Services Inc.  November 2000 - Present
PaineWebber  June 1995 - November 2000

Education
University of East London   1996 — 1998
Masters, Economics

Asbury College   1991 — 1995
BA, Business Administration and Management

Shawn Babendure, CRPS Shawn Babendure, CRPS Houston, Texas Area Details
Shawn Babendure, CRPS's UBS Financial Services, Inc Experience April 2006 - Present
Job Vice President Investments at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  April 2006 - Present

Education
University of Houston-Downtown
Bachelor of Science, Interdisciplinary Studies

Barstow Community College
Associate of Arts, Social Sciences

Bjarni Nermoe PMP Bjarni Nermoe PMP Greater New York City Area Details
Bjarni Nermoe PMP's UBS Financial Services, Inc Experience January 1999 - January 2005
Job Senior Director at C3i
Industry Information Technology and Services
Experience
C3i  January 2012 - Present
C3i inc  January 2008 - March 2010
C3i inc  September 2006 - January 2008
Keystone Nazareth Bank and Trust   March 2005 - September 2006
UBS Financial Services Inc  January 1999 - January 2005
United Stated Navy  January 1995 - January 1998

Skills
PMP, Enterprise Architecture, Project Management, Change Management, Team Building, Call Center, Call Centers, Data Center, Vendor Management, CRM, Management, Leadership, Integration, Training, Team Management, Process Improvement, Service Delivery, Disaster Recovery, Program Management, IT Management, Business Analysis, Business Intelligence, Team Leadership, Troubleshooting, Cross-functional Team..., Time Management, ITIL, Servers, IT Strategy, Quality Assurance, Operations Management, Customer Service, Professional Services, IT Service Management, IT Operations, Customer Satisfaction, Networking, Outsourcing, Business Process, Inventory Management, Business Process...

Education
Berklee College of Music   2001 — 2003
Music

Chubb Institute   1998 — 1999
IT

Daniel Moran, CFP® Daniel Moran, CFP® Greater Boston Area Details
Daniel Moran, CFP®'s UBS Financial Services, Inc Experience September 2007 - November 2013
Job Financial Advisor at Flagship Harbor Advisors
Industry Financial Services
Experience
Flagship Harbor Advisors   November 2013 - Present
UBS Financial Services Inc  September 2007 - November 2013
First Investors Corporation  September 2002 - July 2007
Ultimate Parking LLC  May 1999 - July 2007

Skills
Mutual Funds, Series 7, Estate Planning, Fixed Income, Series 63, Retirement, Retirement Planning, Portfolio Management, Strategic Financial..., Fixed Annuities, Equities

Education
Boston College   1998 — 2002
BS, Business

Boston Latin School   1992 — 1998

Brendan Burke Brendan Burke Boston, Massachusetts Details
Brendan Burke's UBS Financial Services, Inc Experience March 2015 - Present
Job Operations Manager at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  March 2015 - Present
Powerhouse TL   February 2013 - March 2015
Morgan Stanley  January 2011 - January 2013
First Republic Securities Co., LLC   June 2008 - October 2010
Fimat Preferred, LLC/Fimat USA, LLC   July 2005 - December 2007
PreferredTrade, Inc.   June 1998 - July 2005
LPL Financial  May 1992 - May 1998

Education
Boston College   1991 — 1995
Bachelor's degree, Finance, General

O'Connell

Fardin Nematollahi Fardin Nematollahi Washington D.C. Metro Area Details
Fardin Nematollahi's UBS Financial Services, Inc Experience November 2008 - Present
Job First Vice President Wealth Management UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  November 2008 - Present
Smith Barney  October 2003 - November 2008
MCI WorldCom  August 1994 - October 2003
AT&T  1988 - 1994

Education
American University - Kogod School of Business   1995 — 1999
MBA, International Finance

University of Maryland College Park   1982 — 1988
BS, Architecture

Carol Wilshire Carol Wilshire Greater Los Angeles Area Details
Carol Wilshire's UBS Financial Services, Inc Experience January 2009 - Present
Job Senior Vice President / Certified Financial Planner
Industry Financial Services
Experience
UBS Financial Services Inc.  January 2009 - Present
Smith Barney  July 1996 - January 2009
Allied Signal Aerospace  September 1993 - July 1996

Skills
Series 63, Retirement Planning, Series 7, Asset Allocation, Wealth Management, FINRA

Education
Augsburg College
BA, Communications

Seth Baliban Seth Baliban Louisville, Kentucky Details
Seth Baliban's UBS Financial Services, Inc Experience September 2007 - Present
Job Certified Private Wealth Advisor
Industry Financial Services
Experience
UBS Financial Services Inc.  September 2007 - Present
Citi  September 1993 - October 2007
Citi  January 1992 - September 1993

Skills
Asset Allocation, Asset Management, Financial Planning

Education
Temple University
Master of Business Administration (M.B.A.)

Arcadia University
Bachelor of Science (B.S.), Computer Science/ Finance

Charlotte Goldston Charlotte Goldston Greater Nashville Area Details
Charlotte Goldston's UBS Financial Services, Inc Experience January 2000 - Present
Job The Goldston Financial Group / Senior Vice PresidentWealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  January 2000 - Present
High Meadow Alpacas LLC   2001 - Present
Rocketown  2013 - 2014
Cambridge Downs LLC   2006 - 2011
J. C. Bradford & Co.   September 1978 - 2000
Belmont University  1997 - 1999
Community Concerts   1976 - 1983
Fannie Battle Day Home   1973 - 1982
Nashville Symphony  1974 - 1980

Education
Belmont University
BS, Business, Economics

Belmont University
BS, Business, Economics

Franklin High School

Christine Creamer Christine Creamer Greater New York City Area Details
Christine Creamer's UBS Financial Services, Inc Experience September 2005 - May 2006
Job Art Director + Brand Strategist
Industry Design
Experience
Independent/Freelance  October 2010 - Present
Self Employed  October 2010 - February 2014
Deloitte  August 2006 - January 2009
UBS Financial Services, Inc   September 2005 - May 2006
NYSE  May 2005 - August 2005
Dean Lawrence Solan, Brooklyn Law School   May 2004 - October 2004
New York Business Group on Health   June 2002 - July 2003

Skills
Strategy, Marketing, Brand Development, Marketing Strategy, Licensing, Management, Contract Negotiation, Intellectual Property, Strategic Planning, Project Management, Product Development, Business Development, Digital Strategy, Social Media, Art Direction, Copywriting, Social Media Marketing

Education
Brooklyn Law School   2003 — 2006
JD, Law

American University   1998 — 2002
BA, Philosophy

American University   1998 — 2002
BA, Economics

Chad Boles, CFP Chad Boles, CFP Greater Atlanta Area Details
Chad Boles, CFP's UBS Financial Services, Inc Experience 2008 - Present
Job Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  2008 - Present
Merrill Lynch Investment Managers  June 2001 - November 2008

Education
Georgia State University - J. Mack Robinson College of Business   1999 — 2001
MBA, Executive

Auburn University   1986 — 1990
BSCE, Civil Engineering

Walter Ferrao Walter Ferrao Greater New York City Area Details
Walter Ferrao's UBS Financial Services, Inc Experience 2006 - 2008
Job Director at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's, A Division of The McGraw-Hill Companies   2008 - Present
UBS  December 2006 - April 2008
UBS Financial Services Inc  2006 - 2008
Credit Suisse  August 2006 - December 2006
Morgan Stanley  September 2004 - July 2006
UBS  March 2004 - September 2004
Citibank  September 2003 - February 2004
BCPS  June 2002 - September 2003
Merck  December 2001 - May 2002
NexGen Interactive Systems   2000 - 2002

Skills
Sybase, Fixed Income, Investment Banking, Capital Markets, Business Analysis, Data Warehousing, Derivatives, Project Management, Leadership, Valuation, Equities, Management, Financial Services, Software Development, SDLC, SOA, Agile Methodologies, Financial Modeling, Portfolio Management

Education
City University of New York-Baruch College - Zicklin School of Business   2010 — 2013
Master of Business Administration (MBA), Finance, International business

College of Engineering Pune   1994 — 1998
BE

Marshall Dumont Marshall Dumont Greater New York City Area Details
Marshall Dumont's UBS Financial Services, Inc Experience 2008 - 2010
Job Branch ManagerFinancial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2012 - Present
Merrill Lynch  December 2010 - May 2012
UBS FINANCIAL SERVICES, INC   2008 - 2010
Merrill Lynch  2007 - 2008
RYAN BECK & CO  2004 - 2007
NORTHEAST SECURITIES INC   2003 - 2004
SARATOGA CAPITAL INC   2003 - 2004
Prudential Securities, Inc.   1997 - 2003
Wells Fargo Advisors  1991 - 2003
PRUDENTIAL SECURITIES INC  1991 - 2003

Education
Cornell University   1979 — 1981

Cornell University
BS, Hotel Management

Baruch College, City University of New York (CUNY)
MBA, International Business

Yeshiva of Flatbush

James Peppler James Peppler Stuart, Florida Details
James Peppler's UBS Financial Services, Inc Experience December 2005 - September 2009
Job Program Manager at TurboCombustor Technology
Industry Aviation & Aerospace
Experience
TurboCombustor Technology  November 2012 - Present
Digital Domain Tactical, Inc.   October 2009 - December 2012
UBS Financial Services, Inc   December 2005 - September 2009
USAF  July 1984 - October 2005
North Atlantic Treaty Organization (NATO)   September 1997 - May 2002

Skills
Risk Management, Leadership, Financial Analysis, Public Speaking, Program Management, Strategic Financial..., Military, Portfolio Management, Team Leadership, Asset Managment, Investments, Personnel Management, Customer Service, Alternative Investments, Asset Management, New Business Development, Training, Business Development, Project Planning, Strategy, Start-ups, Aircraft, Military Operations, Strategic Planning, Management, Project Management, Mergers & Acquisitions, Budgets, Command

Education
Auburn University   1998 — 1999
MBA, Finance

Georgia Institute of Technology   1982 — 1985
Bachelor's, Electrical Engineering

Gold Coast Insurance
Florida Life, Health and Variable Annuity

Sergei Banashko Sergei Banashko Greater New York City Area Details
Sergei Banashko's UBS Financial Services, Inc Experience September 2008 - January 2009
Job Treasury Dealer at Eni Finance USA Inc
Industry Financial Services
Experience
Eni Finance USA Inc.   December 2009 - September 2015
UBS Financial Services, Inc   September 2008 - January 2009
The Jewish HOME&HOSPITAL Lifecare (JHHL),   September 2008 - December 2008
Marketing Technologies Group   February 2008 - August 2008

Skills
Bloomberg, Repos, Financial Modeling, Fixed Income, Derivatives, Equity Trading, Corporate Finance, Accounting, Equities, Treasury Management, Money Market, Commercial Paper, Capital Markets, Mutual Funds, Hedging, Finance, Investment Banking, Bloomberg Terminal, Economics, Trading, Financial Markets, Asset Management, Commodity, Market Risk, Financial Analysis, FX Options, Financial Risk, Structured Products, Analysis, Investments, Portfolio Management, Valuation, Emerging Markets, Structured Finance, Treasury, Banking, Credit Risk, FX Hedging, Options, Investment Strategies, Interest Rate..., Swaps, Proprietary Trading, Cash Management, Risk Management, Hedge Funds, Cash Flow, Account Reconciliation, Foreign Exchange, Commodity Markets

Education
Fordham University   2015 — 2017
Master’s Degree

The Pre-MFE Program at Baruch College   2013 — 2014
Financial Engineering

NYU   2011 — 2012
NYU-SCPS, Finance

City University of New York-Baruch College - Zicklin School of Business   2006 — 2009
BBA, Finance and Investment

Interregional Academy of Personnel Management, Ukraine-Kyiv   2001 — 2005
Junior Specialist, Commercial Law

7city

Coursera.org

Coursera.org

Christie Carillo Christie Carillo Boston, Massachusetts Details
Christie Carillo's UBS Financial Services, Inc Experience March 2015 - Present
Job Client Associate at UBS Financial Services Inc.
Industry Banking
Experience
UBS Financial Services Inc.  March 2015 - Present
EY  January 2014 - March 2015
Ernst & Young  June 2012 - August 2012
EisnerAmper LLP  June 2011 - August 2011

Education
Boston College   2009 — 2013
Bachelor’s Degree, Accounting, Management and Leadership

Harborfields High School   2006 — 2009

Amber Nakpil Amber Nakpil Greater New York City Area Details
Amber Nakpil's UBS Financial Services, Inc Experience June 2012 - August 2012
Job Deal Advisory Associate ♦ KPMG LLP
Industry Financial Services
Experience
KPMG Advisory  January 2015 - Present
KPMG Advisory  June 2013 - August 2013
UBS Financial Services Inc.  June 2012 - August 2012
Liberty Mutual Insurance  June 2012 - June 2012

Skills
Team Leadership, Microsoft Excel, Financial Accounting, Market Research, Financial Analysis, Private Equity, Leadership, Editing, PowerPoint, Outlook, Mergers & Acquisitions, Public Speaking

Education
Boston College   2010 — 2014
Bachelor of Science (B.S.), Accountancy, Cum Laude

Jeremy Wittenberg Jeremy Wittenberg Greater New York City Area Details
Jeremy Wittenberg's UBS Financial Services, Inc Experience April 2014 - Present
Job Registered Client Service Associate
Industry Financial Services
Experience
UBS Financial Services Inc  April 2014 - Present
UBS Financial Services Inc  November 2012 - April 2014
UBS Financial Services Inc  December 2011 - January 2012
UBS Financial Services Inc  June 2011 - August 2011
Inventory Solutions   May 2010 - July 2010
Anzalone & Leschins Attorneys at Law   June 2009 - August 2009
Jewish Community Center  June 2008 - August 2008
Putnam Investments  July 2007 - August 2007

Education
Northwestern University   2013 — 2013
Certificate in Financial Planning

Allegheny College   2008 — 2012
Bachelor of Arts, Economics; Chinese Culture

Ethical Culture Fieldston School

Nicholas Baumgarten Nicholas Baumgarten Charlotte, North Carolina Area Details
Nicholas Baumgarten's UBS Financial Services, Inc Experience June 2015 - Present
Job Training Financial Advisor at UBS
Industry Financial Services
Experience
UBS Financial Services Inc.  June 2015 - Present
Red Ventures  February 2015 - June 2015
Red Ventures  July 2014 - January 2015

Education
Appalachian State University   2010 — 2014
Bachelor’s Degree, Finance & Banking

Anne Wong, CPA Anne Wong, CPA New York, New York Details
Anne Wong, CPA's UBS Financial Services, Inc Experience June 2004 - August 2004
Job Credit Control Officer at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  November 2010 - Present
Deloitte & Touche  August 2005 - October 2010
UBS Financial Services, Inc   June 2004 - August 2004

Skills
Fixed Income, Financial Analysis, Capital Markets, Risk Management, Enterprise Risk..., Finance, Sarbanes-Oxley Act, Financial Reporting, Due Diligence, Credit Risk, Leveraged Lending, Financial Modeling, Internal Audit, Equities

Education
Binghamton University   2001 — 2005
Business Management, Finance and MIS

Chris Pisarcik Chris Pisarcik Phoenix, Arizona Area Details
Chris Pisarcik's UBS Financial Services, Inc Experience October 2012 - March 2013
Job ASU Business Communication Graduate
Industry Public Relations and Communications
Experience
10-4 Systems  June 2015 - September 2015
Financial Management Association  August 2013 - May 2014
Morgan Stanley Wealth Management  March 2013 - February 2014
Starbucks  September 2010 - May 2013
UBS Financial Services Inc.  October 2012 - March 2013
UBS Financial Services Inc.  June 2012 - August 2012

Skills
Finance, Start-ups, Bloomberg, Bloomberg Terminal, Sales, Project Management, Investment Strategies, Microsoft Excel, Business Strategy, Networking, Long-term Customer..., Coffee, Communication, Business Communications, Social Media..., Social Media, Customer Service, Management, Leadership, Team Leadership

Education
Arizona State University, W. P. Carey School of Business   2010 — 2014
Bachelor of Arts (BA), Business/Corporate Communications

Brophy College Preparatory   2005 — 2009

Jinlu Wang,MBA Jinlu Wang,MBA San Francisco Bay Area Details
Jinlu Wang,MBA's UBS Financial Services, Inc Experience July 2010 - September 2010
Job Senior Supply Chain Analyst at Orbit Baby
Industry International Trade and Development
Experience
Orbit Baby  October 2014 - Present
International E-Z UP  September 2011 - Present
State Street Bank and Trust Company  November 2010 - August 2011
UBS Financial Services Inc  July 2010 - September 2010
M/s KhattarWong (top tier law firm in Singapore)   August 2006 - March 2009
Kimindo Corp   August 2005 - July 2006
Foshan Rifeng Co., Ltd   December 2003 - July 2005

Skills
Business Administration, Inventory Management, Vendor Management, Sourcing, Cost Analysis, Import/Export Operations, Container Management, Order Management, Risk Analysis, Legal Support Services, Translation, Leadership, Logistics, Cost Benefit, Management, Procurement, Marketing, Supply Chain, Sales, Forecasting, Analysis, Process Improvement, Negotiation, Purchasing, Product Development, Finance

Education
APICS
Certified Supply Chain Profession, Logistics, Materials, and Supply Chain Management

University of California, Irvine-Extension   2010 — 2010
Certificate Program; Certificate Program; International MBA, Marketing; International Business and Operations Management

Universidad Europea de Madrid   2009 — 2010
Master of Business Administration (MBA)

Tongji University   2009 — 2009
Master, Business Administration

Chartered Institute of Management Accountants   2007 — 2009
Certificate, Management Accounting

Shandong University of Technology   1999 — 2003
B.A, English Language

University of California, Irvine

Daniel Faucetta Daniel Faucetta Greater New York City Area Details
Daniel Faucetta's UBS Financial Services, Inc Experience 2003 - 2009
Job Founder Three Peaks Advisors
Industry Financial Services
Experience
Three Peaks Advisors, LLC   October 2014 - Present
Old Greenwich Wealth Advisors   October 2013 - October 2014
Forefront Advisory, Global ETF Strategies   2009 - 2013
UBS Financial Services Inc.  2003 - 2009
Smith Barney  1997 - 2003
Ross & Cohen LLP   1991 - 1996

Skills
Tactical Asset..., Individual 401K Advisory

Education
Brooklyn Law School   1988 — 1991
JD, Law

American University   1983 — 1987
BA

Jericho high school   1979 — 1983

Alyssa D. Williams, MBA Alyssa D. Williams, MBA Charlotte, North Carolina Area Details
Alyssa D. Williams, MBA's UBS Financial Services, Inc Experience April 2008 - April 2010
Job ResultsDriven, Equity Compensation Professional with experience in SEC Reporting and Financial Reporting!
Industry Financial Services
Experience
MSC Industrial Supply  September 2013 - Present
Kaiser Permanente  September 2012 - September 2013
E*TRADE Financial  June 2011 - September 2012
UBS Financial Services Inc  April 2008 - April 2010
RR Donnelley  2010 - 2010
Bank of Nashville   June 2005 - May 2008
U.S. Bank   July 2003 - June 2005
U.S. Bank   July 2000 - June 2002

Skills
Equity Compensation, Salesforce.com, Equity Edge & Equity..., Project Management, Training & Development, B2B, Customer Service, Client Services, Student Recruitment, Operations, Transcentive, PeopleSoft, PowerPoint, Microsoft Office, Microsoft Word, Six Sigma White Belt..., Process Improvement, Financial Services, Relationship Management, Banking

Education
Bethel University   2010 — 2013
Master's degree, Business Administration

Tennessee State University
Bachelor's of Science, Economics

Matthew Beninato Matthew Beninato Phoenix, Arizona Area Details
Matthew Beninato's UBS Financial Services, Inc Experience May 2001 - August 2005
Job Founder & CEO of Triton Medical Solutions
Industry Hospital & Health Care
Experience
Triton Medical Solutions   June 2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated   August 2009 - October 2012
Citigroup Global Markets Inc.  August 2005 - August 2009
UBS Financial Services Inc.  May 2001 - August 2005
Merrill Lynch, Pierce, Fenner & Smith Incorporated   October 1998 - May 2001
The Boeing Company  May 1996 - October 1998

Skills
Healthcare, Start-ups, Executive Management, Team Building, Marketing Strategy, Customer Service, Sales Management, Coaching, Medical Devices, Leadership, Microsoft Office, Research, Product Development, Account Management, Leadership Development, Human Resources, Training, Plannning, Advertising, Business Planning, Entrepreneurship

Education
Arizona State University
Bachelor's degree, Banking, Corporate Finance, and Securities Law

Craig Diamond Craig Diamond Greater Los Angeles Area Details
Craig Diamond's UBS Financial Services, Inc Experience 1999 - 2014
Job Senior Vice President Investments
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  September 2014 - Present
UBS Financial Services, Inc   1999 - 2014
Dun & Bradstreet Corp  1993 - 1999

Skills
Asset Allocation, Municipal Bonds, Corporate Bonds, Mutual Funds, Closed-end Funds, Retirement Planning, Liability Management, Financial Planning, Cash Flow Management

Education
West Chester University of Pennsylvania   1986 — 1989
Bachelors, Marketing

Eastern New Mexico University   1985 — 1986
Business

Notre Dame of Marbel University   1984 — 1985
Eco-Man

Antonella D'Aniello Antonella D'Aniello Greater New York City Area Details
Antonella D'Aniello's UBS Financial Services, Inc Experience February 2004 - June 2005
Job Recruiting at Bloomberg LP
Industry Human Resources
Experience
Bloomberg LP  October 2012 - Present
Deutsche Bank  July 2007 - April 2012
Bear Stearns  June 2005 - July 2007
UBS Financial Services Inc  February 2004 - June 2005

Skills
Derivatives, Equities, Fixed Income, Trading, Portfolio Management

Education
Baruch College   2010 — 2013
CAPS Certificate Human resources Management, Human Resources Management and Services

Fordham University   2000 — 2004
BA, Economics

Jorge Alejandro Rodriguez Jorge Alejandro Rodriguez Miami/Fort Lauderdale Area Details
Jorge Alejandro Rodriguez's UBS Financial Services, Inc Experience February 2010 - June 2012
Job Vice President at RBC
Industry Investment Management
Experience
RBC Wealth Management  May 2014 - Present
RBC Wealth Management  August 2012 - April 2014
RBC Wealth Management  June 2012 - August 2012
UBS Financial Services Inc.  February 2010 - June 2012
SWISS FINANCE SCHOOL OF BUSINESS (SWISS FINANCE ACADEMY)   June 2009 - July 2009
FIGA   September 2005 - December 2008
UBS AG  June 2007 - August 2007
Momentum Worldwide  May 2005 - July 2005
LAFISE (Latin-American Financial Services)   June 2004 - July 2004

Skills
Equities, Alternative Investments, Fixed Income, Valuation, Investments, Strategic Financial..., Strategy, Hedge Funds, Bloomberg, Series 7, Asset Allocation, Wealth Management, Portfolio Management, Asset Management, Mutual Funds, Investment Strategies, Investment Management, Private Banking, Uniform Combined State..., Fund Of Funds, Investment Banking, Securities, Series 63, Investment Advisory, Trading, Emerging Markets, Capital Markets, Financial Markets, Finance

Education
University of Virginia   2006 — 2009
BA, Philosophy

Boston College   2004 — 2006
BSBA, Finance, Corporate Reporting & Analysis

St. Paul's School   2001 — 2004

Ramya Shah Ramya Shah Greater New York City Area Details
Ramya Shah's UBS Financial Services, Inc Experience June 2011 - Present
Job Intern, Equity Research at UBS
Industry Financial Services
Experience
UBS Financial Services Inc.  June 2011 - Present
Weissman Center of International Business, Baruch College   February 2011 - Present
American Express Services India Ltd   June 2009 - May 2010
American Express Services India Ltd   August 2008 - May 2009
Jhaveri Honda   September 2007 - August 2008
TATA Steel (Wire Division)   May 2006 - August 2007
Tata Steel, Mumbai   December 2005 - May 2006

Education
Baruch College, City University of New York (CUNY)   2010 — 2012
MBA, Finance

M H Saboo Siddik College Of Engineering   2001 — 2005
B.E, Production (Industrial)

St. Marys, Mumbai   1990 — 1999

David Levine, CFP ChFC CLU CIMA CPWA David Levine, CFP ChFC CLU CIMA CPWA Greater New York City Area Details
David Levine, CFP ChFC CLU CIMA CPWA's UBS Financial Services, Inc Experience April 2007 - December 2012
Job Senior Vice President Wealth Management at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  January 2013 - Present
UBS Financial Services Inc.  April 2007 - December 2012
American Express Financial Advisors  1991 - May 2007

Education
Albertus Magnus College   1997 — 1999
Bachelor of Science (BS), Business Administration and Management, General

Christopher Carlucci Christopher Carlucci New York, New York Details
Christopher Carlucci's UBS Financial Services, Inc Experience January 2012 - May 2012
Job Associate at Brightwood Capital
Industry Financial Services
Experience
Brightwood Capital  May 2015 - Present
Citi  January 2015 - April 2015
Citi  May 2013 - December 2014
Bentley University  September 2010 - May 2013
UBS Financial Services, Inc   January 2012 - May 2012
Fancl Corporation   May 2011 - June 2011

Skills
Morningstar, Factset, Financial Analysis, Financial Modeling, Financial Risk, Financial Accounting, Bloomberg Terminal, Credit Analysis, Credit Risk

Education
CFA Institute
CFA Level II Candidate, passed Level I of the CFA Program

Bentley University   2009 — 2013
Bachelor of Science, Corporate Finance and Accountancy

Fudan University
Mandarin

Laura Ullenes Laura Ullenes Greater New York City Area Details
Laura Ullenes's UBS Financial Services, Inc Experience January 2011 - April 2011
Job Manager of Corporate Services at Warner Music Group
Industry Financial Services
Experience
Warner Music Group  June 2013 - Present
North Shore-LIJ Health System  June 2011 - June 2013
Quinnipiac University  August 2008 - May 2011
UBS Financial Services, Inc   January 2011 - April 2011
North Shore LIJ Health System  June 2010 - August 2010
North Shore LIJ Health System  June 2009 - August 2009
North Shore LIJ Health System  June 2008 - August 2008

Skills
Bloomberg, Microsoft Excel, Microsoft Word, Morningstar, Financial Analysis, PowerPoint, Capital IQ, Bloomberg Terminal, Pivot Tables, Financial Modeling, Valuation, Hedge Funds, Financial Markets, Investments, Thompson One

Education
Quinnipiac University - School of Business   2007 — 2011
Bachelor of Science, Finance, Minor in Economics

Bond University

Jonathan Cullen Jonathan Cullen Greater Boston Area Details
Jonathan Cullen's UBS Financial Services, Inc Experience March 2014 - Present
Job Bentley University
Industry Accounting
Experience
UBS Financial Services Inc  March 2014 - Present
Bentley Univeristy   2011 - 2013

Education
Bentley University   2011 — 2013
Bachelor of Science (BS), Accounting

Wilimington High School   2002 — 2006

Herb Hoffman Herb Hoffman Greater New York City Area Details
Herb Hoffman's UBS Financial Services, Inc Experience September 2004 - Present
Job First Vice President Wealth Management Wealth Advisor UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  September 2004 - Present
Morgan Stanley  November 2001 - September 2004
C.E. Unterberg, Towbin   January 1999 - November 2001
Dominick & Dominick LLC  1997 - January 1999
Kalb Voorhis and Co.   1975 - 1997

Education
American University   1974 — 1978
BS/BA, Business Administration

Horace Mann School

Natalie DeLeon Natalie DeLeon Greater New York City Area Details
Natalie DeLeon's UBS Financial Services, Inc Experience March 2007 - April 2008
Job Human Services Aide at Bergen County Board of Social Services
Industry Financial Services
Experience
Bergen County Board of Social Services  August 2013 - Present
BMS Associates - Edible Arrangements   May 2013 - Present
Clutter King LLC   2011 - 2014
Bergen County Social Services - Adult Protective Services   March 2012 - December 2012
Private Family  September 2008 - December 2012
UBS Financial Services Inc.  March 2007 - April 2008
Morgan Stanley  September 2004 - February 2007
Murano & Roth, LLC   November 2003 - May 2004
Children's Aid & Family Services   November 2001 - March 2003
The Vitamin Shoppe  April 2000 - November 2001

Skills
Customer Service, Microsoft Office, Microsoft Excel, Sales, PowerPoint, Event Planning, QuickBooks, Time Management, Public Speaking, Event Management, Human Resources, Leadership, Microsoft Word, Payroll, Social Media, Marketing, Telephone Skills

Education
Montclair State University   2010 — 2012
Bachelor, Family & Child Studies - Concentration Family Services / Minor: Sociology, 3.4 GPA

Bergen Community College   2008 — 2010
Associates, Business Marketing

Paramus High School   1997 — 2001
Diploma, General

Jazz Skair Jazz Skair Greater New York City Area Details
Jazz Skair's UBS Financial Services, Inc Experience 1998 - Present
Job Sales Manager at UBS
Industry Financial Services
Experience
UBS  Assistant Branch ManagerUBS Wealth Management2007 - Present
UBS Financial Services Inc.  1998 - Present

Education
Binghamton University   1996 — 1997

Kunal Johar Kunal Johar Greater New York City Area Details
Kunal Johar's UBS Financial Services, Inc Experience June 2007 - September 2007
Job Assistant Vice President, Data Governance at Moody's Corporation
Industry Financial Services
Experience
Moody's Corporation  July 2015 - Present
Moody's Investors Service  April 2010 - June 2015
Moody's Investors Service  October 2008 - April 2010
Debtwire  October 2007 - October 2008
UBS Financial Services Inc.  June 2007 - September 2007
Convergys  February 2004 - July 2006

Skills
Bloomberg, Microsoft Excel, Financial Analysis, Credit, Finance, Capital Markets, Financial Modeling, Bonds, Corporate Finance, Investments, InfoSphere, Metadata Workbench, Metadata Management, Metadata Standards, Data Modeling, Physical Data Modeling, Logical Data Modeling, Business Analysis, Glossaries, Linux, SQL, JDBC, ODBC, IBM Rational Tools, SharePoint, SharePoint Designer, SQL Server Management..., Data Architecture, Data Governance, Datastage, Databases, Data Management, Business Process Mapping, VBA, Project Management, MS Project, Visio, Microsoft Certified..., Trading, DataStage

Education
NYU SCPS   2011 — 2012
Certificate Courses, Finance and Information Technology

Baruch College, City University of New York (CUNY)   2006 — 2008
MBA, Finance

Birla Institute of Technology   2000 — 2003
Bachelors of Computer Application, Computer Applications

Abdoulaye S Diallo Abdoulaye S Diallo Greater New York City Area Details
Abdoulaye S Diallo's UBS Financial Services, Inc Experience January 2007 - June 2007
Job Banker
Industry Banking
Experience
Pottal Fii Bhantal Fouta Djallon   May 2010 - Present
JPMorgan Chase  July 2007 - July 2010
UBS Financial Services Inc  January 2007 - June 2007
Forrest Solutions Group Ltd   August 2002 - December 2006
Community Credit Union “Yètè Mali”   October 2000 - August 2001

Skills
French, Compliance, Computer Science, Conflict Management, New Business Development, Business Planning, Business Process..., Customer Acquisition, Customer Retention, Sales Presentations, Sales Management, Internal Audit, Project Planning, Project Management, Capital Budgeting, Human Resource..., Quantitative Analytics, Management, Financial Modeling, Derivatives, Equities, Valuation, Capital Markets, Quantitative Finance, Customer Service, Analysis, Investments, Loans, Budgets

Education
Keller Graduate School of Management   2010 — 2012
Masters of Business Administration, Finance

Baruch College   2005 — 2007
Bachelor of Business Administration, Finance, Senior

City University of New York-Baruch College   2005 — 2007
Bachelor of Business Administration (B.B.A.), Finance and Invevestment, Sophomore

Borough of Manhattan Community College   2003 — 2005
Associate, Applied Science; Business Administration, Every Semester

Richard J. Denecker Jr. Richard J. Denecker Jr. Richmond, Virginia Area Details
Richard J. Denecker Jr.'s UBS Financial Services, Inc Experience June 2007 - Present
Job Sr. Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  June 2007 - Present

Education
University of Notre Dame - Mendoza College of Business   1969 — 1972
MBA, International Marketing and Investments

Assumption College   1965 — 1969
BA Cum Laude, Foreign Languages - French, Russian

Vanessa Kong Vanessa Kong Greater Atlanta Area Details
Vanessa Kong's UBS Financial Services, Inc Experience September 2005 - Present
Job Registered Client Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  September 2005 - Present
UBS Investment Bank  2002 - 2005

Skills
Series 63, Series 7, Wealth Management

Education
Manchester Business School   1999 — 2002
Bsc (Hons), Management and Marketing

Georgia State University - J. Mack Robinson College of Business
MBA, Finance

Queen Elizabeth College

Mark Horan Mark Horan New York, New York Details
Mark Horan's UBS Financial Services, Inc Experience September 2006 - March 2012
Job Founding Partner at 36th Street Capital LLC
Industry Financial Services
Experience
36th Street Capital LLC   January 2015 - Present
Durham Capital Advisors, LLC   March 2012 - January 2015
UBS Financial Services, Inc   September 2006 - March 2012
Merrill Lynch  February 1991 - September 2006

Skills
Investments, Alternative Investments, Corporate Development, Mergers, Equities, Series 7, Mergers & Acquisitions, Wealth Management..., Start-ups, Hedge Funds, Funding, Financial Services, Finance, Strategy, Private Equity, Due Diligence, Venture Capital

Education
Bethany College   1980 — 1984
Bachelor of Arts (BA), Communications

Matt Padilla Matt Padilla Phoenix, Arizona Area Details
Matt Padilla's UBS Financial Services, Inc Experience November 2007 - Present
Job Vice President Wealth Management
Industry Financial Services
Experience
UBS Financial Services Inc.  November 2007 - Present
Merrill Lynch  June 2000 - November 2007
Northwestern Mutual  June 1997 - June 2000

Education
Arizona State University, W. P. Carey School of Business   1995 — 2000
Bachelor of Science (B.S.), Business

Christopher Curley Christopher Curley Greater Boston Area Details
Christopher Curley's UBS Financial Services, Inc Experience September 2008 - Present
Job Vice PresidentInvestments
Industry Financial Services
Experience
UBS Financial Services Inc.  September 2008 - Present
Fidelity  1996 - 2008

Education
Bentley University   1988 — 1992

Garrison Elrod Garrison Elrod Miami/Fort Lauderdale Area Details
Garrison Elrod's UBS Financial Services, Inc Experience March 2009 - Present
Job Vice PresidentUBS Financial Services, Inc
Industry Financial Services
Experience
UBS Financial Services, Inc   March 2009 - Present
Morgan Stanley Smith Barney  January 1997 - March 2009

Education
Auburn University   1985 — 1989

Camille Valentine Camille Valentine Greater Boston Area Details
Camille Valentine's UBS Financial Services, Inc Experience April 1989 - Present
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  April 1989 - Present

Education
Babson College - Franklin W. Olin Graduate School of Business
mba, finance

Smith College

ghs

Alexander Maryansky Alexander Maryansky Tampa/St. Petersburg, Florida Area Details
Alexander Maryansky's UBS Financial Services, Inc Experience February 1995 - January 2015
Job Project Manager / Senior Technical Lead (Consultant) at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc.   February 2015 - Present
UBS Financial Services Inc  February 1995 - January 2015
PaineWebber  1995 - 2000
Kidder Peabody  1994 - 1995
Office of the Mayor of the City of New York  1993 - 1994
Sirota Survey Intelligence  1990 - 1993

Skills
SDLC, IT Strategy, Business Analysis, Vendor Management, Project Portfolio..., Project Management, DB2, Software Project..., PMO, Trading Systems, SQL, Databases, COBOL, Offshoring, Mainframe, Enterprise Architecture, Agile Methodologies, Market Data, Requirements Analysis, Java, IT Management, Software Development, Business Requirements, Requirements Gathering, SOA, Data Warehousing, ITIL, Disaster Recovery, Systems Analysis, Integration, Visio, Unix, Solution Architecture

Education
Harkivs'kij Nacional'nij Universitet im. V.N. Karazina
M.S., Theoretical Physics

Moscow State Industrial University (MSIU)
Ph.D., Computer Modeling of Physical Processes

James Josephson James Josephson Syracuse, New York Area Details
James Josephson's UBS Financial Services, Inc Experience 2007 - Present
Job Retirement Plan Consultant at UBS
Industry Financial Services
Experience
UBS Financial Services, Inc   2007 - Present
McDonald Investments  November 2004 - February 2007
Victory Funds, Bisys   November 2002 - October 2003
IntelliSpace  May 2000 - November 2002
KeyBank  August 1997 - May 2000
ADP  November 1994 - August 1997

Education
Alfred University   1982 — 1986
BA

Debbie Fenton Debbie Fenton Indianapolis, Indiana Area Details
Debbie Fenton's UBS Financial Services, Inc Experience February 1994 - Present
Job Sr. Registered Client Service Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  February 1994 - Present
Raffensperger, Hughes & Co., Inc.   March 1987 - February 1994
Burroughs Corp.  July 1984 - March 1987

Skills
Series 7, Investments, Series 63, Mutual Funds, Wealth Management, Retirement Planning, Financial Services, Portfolio Management, Financial Planning, Equities

Education
Ball State University - College of Business   1982 — 1984
A.A., Business Ed. & Office Admin.

Carroll High School (Fort Wayne, Indiana)   1978 — 1982
High School

joe ciccia joe ciccia Greater New York City Area Details
joe ciccia's UBS Financial Services, Inc Experience December 2006 - July 2008
Job Senior Paralegal at Pearson Education
Industry Publishing
Experience
Pearson Education  July 2008 - Present
Pearson Education, Inc  July 2008 - Present
UBS Financial Services Inc  December 2006 - July 2008
Davidson & Grannum, LLP   April 2003 - December 2006
Jay Goldberg   May 1999 - April 2003

Skills
Westlaw, Legal Research, Legal Writing, Litigation, Intellectual Property

Education
Berkeley College
Associate in Applied Science; ABA Approved, Paralegal Studies Program

Ann Lutz Ann Lutz Cleveland/Akron, Ohio Area Details
Ann Lutz's UBS Financial Services, Inc Experience July 1988 - Present
Job Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  July 1988 - Present

Education
Boston College   1984 — 1988
Bachelors, Economics

Troy Seiler Troy Seiler Charlotte, North Carolina Area Details
Troy Seiler's UBS Financial Services, Inc Experience October 2010 - August 2011
Job Chief Compliance Officer at AlphaStar Capital Management, LLC
Industry Financial Services
Experience
AlphaStar Capital Management, LLC  August 2015 - Present
AlphaStar Capital Management   January 2013 - Present
Solace for the Children - Lake Norman   August 2011 - December 2012
UBS Financial Services Inc  October 2010 - August 2011
Banc of America Investments  December 2003 - September 2010
TDTC, Inc   1998 - 2003
Navillus Securities   1995 - 1998
DSFS, Inc   1991 - 1995
Magnesium Elektron, Inc   1988 - 1991

Skills
Risk Management, Investments, Banking, Relationship Management, Project Management, Operations Management, Internal Audit, Operational Excellence, Operational Efficiency, Online Brokerage, Training Facilitation, Customer Retention, Customer Service, Credit Analysis, Financial Analysis, Cost Accounting, MS Excel Pivot Tables, Vlookup, Real Estate License, Real Estate Transactions, Contract Negotiation, Contractual Agreements, Consumer Lending, Securities, Strategy

Education
Bloomsburg University of Pennsylvania
BS, Business Administration/Accounting

Erin Correale Erin Correale New York, New York Details
Erin Correale's UBS Financial Services, Inc Experience December 2008 - April 2014
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan Asset Management   May 2014 - Present
Sanctuary for Families  June 2012 - Present
UBS Financial Services Inc.  December 2008 - April 2014
UBS Wealth Management  August 2007 - December 2008
UBS Financial Services Inc.  May 2005 - August 2007
UBS Financial Services Inc.  January 2004 - May 2005
Bryan Cave LLP  September 2000 - December 2003

Skills
Litigation, Compliance, Arbitration, Dispute Resolution, Mediation, Pro Bono Program..., Broker Dealer Regulation, Risk Management, Legal Issues, Legal Advice, Financial Regulation, Broker-Dealer, Securities Litigation, Securities Regulation, Commercial Litigation, Legal Writing, Legal Compliance

Education
Benjamin N. Cardozo School of Law, Yeshiva University   1997 — 2000
JD, Magna Cum Laude, Law

City University of New York City College   1993 — 1997
BA, Summa Cum Laude, Urban Legal Studies

David A Doll David A Doll Cleveland/Akron, Ohio Area Details
David A Doll's UBS Financial Services, Inc Experience February 2007 - Present
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  February 2007 - Present
McDonald Investments  August 1986 - February 2007

Education
Baldwin Wallace University   1974 — 1977
bachlors of art, business finance/political science

Betty Normandia Betty Normandia Greater New York City Area Details
Betty Normandia's UBS Financial Services, Inc Experience September 2012 - Present
Job Financial Services
Industry Financial Services
Experience
UBS Financial Services Inc.  September 2012 - Present
Barclays  August 2012 - September 2012
Deutsche Bank  June 1996 - June 2012
ING Barings  March 1990 - June 1996
CBS News  January 1986 - March 1989

Skills
Investment Banking, Hedge Funds, Equities, Capital Markets, Fixed Income, Equity Research, Investments, Relationship Management, Investor Relations, Private Equity, Financial Services

Education
City University of New York-Baruch College

Erica Musgrove Erica Musgrove Greater Nashville Area Details
Erica Musgrove's UBS Financial Services, Inc Experience November 2002 - October 2005
Job Financial Analyst at Asurion
Industry Import and Export
Experience
Asurion  August 2013 - Present
Asurion  March 2012 - August 2013
Asurion  August 2010 - March 2012
Ceres Terminals Inc   May 2007 - August 2010
The Tennessean  October 2005 - May 2007
UBS Financial Services Inc  November 2002 - October 2005

Skills
Access, General Ledger, Accounting, Forecasting, Payroll, Microsoft Excel, Account Reconciliation, Management, Customer Service, Finance, Analysis, Budgets, Outlook, Variance Analysis, Training

Education
Auburn University   1998 — 2002
Bachelors of Science in Business Administration, Finance

Roxanne Layne, MBA Roxanne Layne, MBA Greater New York City Area Details
Roxanne Layne, MBA's UBS Financial Services, Inc Experience June 2000 - May 2002
Job Associate at NewOak
Industry Banking
Experience
NewOak  May 2015 - Present
CS Technology  January 2015 - March 2015
RBC Capital Markets  March 2014 - October 2014
McNamara & Associates, Inc., Organization & Management Development   June 2012 - June 2013
Morgan Stanley Smith Barney  July 2010 - May 2012
Citigroup  January 2004 - January 2009
UBS Financial Services Inc  June 2000 - May 2002

Skills
Change Management, Project Management, Performance Management, Employee Relations, Training, Operations Management, Onboarding, College Recruiting, HRIS, Human Resources, Talent Acquisition, Workforce Planning, Talent Management, Succession Planning, Benefits Negotiation, Risk Management, Project Tracking, Competency Based..., Team Building, Multi-Cultural Team..., Motivational Speaking, Employee Engagement, Employee Training, System Administration, MS Project, Project Planning, Project Coordination, Project Portfolio..., Project Scope..., Event Planning, Customer Retention, Customer Satisfaction, Cross-functional Team..., Mentoring, Collaborative Problem..., Technical Support, Accounting, Account Reconciliation, Financial Accounting, Financial Statements, Auditing, Internal Audit, Time Management, Scope Management, Quality Management, Process Improvement, Visio, PowerPoint, Microsoft Excel, Microsoft Word

Education
Keller Graduate School of Management of DeVry University   2011 — 2013
Master of Business Administration (M.B.A.), Project Management, 3.91/4.00

Prolus Consulting Services, Inc. (R.E.P)   2012 — 2012
Project Management Training Certificate, Project Management

Borough of Manhattan Community College   2010 — 2010
Certificate, PMP Prep Course

Baruch College Continuing Professional Studies   2009 — 2010
Certificates, Project Management, Accounting Principles and SHRM - Essentials of Human Rescources Management

Microsoft   2009 — 2009
Mircsoft Certified Application Specialist (MCAS), Ms Word & MS Excel 2007

Rutgers Business School   2009 — 2009
Certificate, Supervision/Management

City University of New York-Baruch College - Zicklin School of Business   2004 — 2008
BBA, Human Resources Management

Baruch College Continuing and Professional Studies   2002 — 2004
Certificates, Bookkeeping and Payroll

Borough of Manhattan Community College   1986 — 1990
A.A.S., Accounting

Jeff Brausch Jeff Brausch Cleveland/Akron, Ohio Area Details
Jeff Brausch's UBS Financial Services, Inc Experience February 2008 - Present
Job Senior Vice President Wealth Management UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  February 2008 - Present

Education
Baldwin Wallace University
BA, Business/Finance

Daniel Gaertner Daniel Gaertner Cleveland/Akron, Ohio Area Details
Daniel Gaertner's UBS Financial Services, Inc Experience May 2005 - Present
Job Senior Vice PresidentWealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  May 2005 - Present
Wells Fargo  June 2003 - May 2005

Education
Baldwin Wallace University   1987 — 1990
BA, Business Administration, Economics

St. Edward High School   1982 — 1986
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program

St. Ignatius Antioch

Joel Bodner Joel Bodner New York, New York Details
Joel Bodner's UBS Financial Services, Inc Experience May 2008 - November 2013
Job Vice President Financial Advisor at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   Senior Wealth AdvisorFusion Family Wealth, LLCNovember 2013 - February 2015
UBS Financial Services Inc.  May 2008 - November 2013
Morgan Stanley Smith Barney  2003 - 2008

Skills
Financial Services, Asset Management, Investments, Securities, Corporate Finance, Valuation, Private Equity, Investor Relations, Trading, Strategic Planning, Asset Allocation, Capital Markets, Customer Satisfaction, Real Estate, Fixed Income, Financial Reporting, Fund Of Funds, Investment Management, Analysis, Mergers & Acquisitions, Investment Properties, Microsoft Excel, Portfolio Management, Real Estate Development, Financial Modeling

Education
Baruch College, City University of New York (CUNY)   2002 — 2005
Master of Business Administration (M.B.A.), Investments and Finance - Zicklin School of Business

Touro College   1998 — 2001
Bachelor of Arts (B.A.), Finance & Computers

Patricia Denice Patricia Denice Greater New York City Area Details
Patricia Denice's UBS Financial Services, Inc Experience 2008 - Present
Job Compliance Manager at J.P. Morgan Chase & Co.
Industry Financial Services
Experience
J.P. Morgan Chase & Co.   June 2015 - Present
UBS Financial Services Inc.  2008 - Present
Merrill Lynch  1998 - 2008
T Rowe Price Associates Inc.  1993 - 1998
T. Rowe Price Associates Inc.   1992 - 1993
T. Rowe Price Associates, Inc.   1987 - 1992

Skills
ERISA, Retirement, IRAs, Investments, 401k, Securities, FINRA, Roth IRA, Contract Negotiation, Simple IRA, Profit Sharing, Mutual Funds, Retirement Planning, Employee Benefits, 401 K Rollovers, IRA's, SEP, Financial Services, Investment Advisory, Investment Advisers Act, Broker-Dealer

Education
Anne Arundel Community College

University of Baltimore School of Law
JD

University of Maryland Baltimore County
BS, Political Science

Monica Samaroo Monica Samaroo Greater New York City Area Details
Monica Samaroo's UBS Financial Services, Inc Experience June 2004 - August 2004
Job Accounting Professional
Industry Accounting
Experience
Flight Safety International  July 2005 - July 2006
UBS Financial Services Inc  June 2004 - August 2004

Education
St. John's University, The Peter J. Tobin College of Business   2007 — 2009
MBA, Accounting

Baruch College, City University of New York (CUNY)   2003 — 2005
BBA, Accounting

Richard Chin Richard Chin Greater New York City Area Details
Richard Chin's UBS Financial Services, Inc Experience 2000 - 2010
Job Application Support Analyst at Barclays Wealth
Industry Capital Markets
Experience
Barclays Wealth  September 2010 - Present
UBS Wealth Management  July 2007 - June 2010
UBS  1989 - June 2010
UBS Financial Services Inc.  2000 - 2010
UBS Investment Bank  2000 - 2002
Paine Webber  1998 - 2000
Bankers Trust - Deutsche Bank  1980 - 1998
Banker's Trust Company  1980 - 1998
Bankers Trust Company  1980 - 1989

Skills
Fixed Income, Equities, Trading, Financial Analysis, Middle Office, Portfolio Management, Wealth Management, Trading Systems, Financial Services, Derivatives, Banking, Investment Banking, Bloomberg, Capital Markets, Market Data, Electronic Trading, Back Office, Securities, Sybase, Settlement, Credit Derivatives, Equity Derivatives

Education
Pace University   1986 — 1994
MBA, Information Systems

Baruch College, City University of New York (CUNY)   1973 — 1976

Nathan Breier, CPA Nathan Breier, CPA Greater Chicago Area Details
Nathan Breier, CPA's UBS Financial Services, Inc Experience May 2007 - August 2007
Job Strategic Sourcng Analytics Manager at McDonald's Corporation
Industry Real Estate
Experience
McDonald's Corporation  June 2015 - Present
FM Facility Maintenance  January 2014 - Present
FM Facility Maintenance  June 2012 - January 2014
Jones Lang LaSalle  October 2011 - June 2012
InSite Real Estate  December 2009 - November 2011
Kenar Homes   May 2009 - December 2009
Thrivent Financial for Lutherans  January 2008 - May 2009
UBS Financial Services, Inc   May 2007 - August 2007
Caterpillar Inc.  January 2006 - May 2007
Shepard Schwartz & Harris LLP  May 2005 - August 2005

Skills
Accounting, Budgets, Microsoft Excel, Financial Modeling, Finance, Analysis, SQL, Strategic Financial..., Analytics, Variance Analysis, Facilities Management, Cost Savings..., Operating Expenses, Access, Management, Leadership, Financial Analysis, Microsoft Office

Education
Bradley University   2003 — 2007
Bachelor of Science, Finance

Northern Illinois University   2011 — 2011
Accounting

Aurora University   2009 — 2010
Concentration in Accounting, Accounting

Joyce Meyer Joyce Meyer Louisville, Kentucky Area Details
Joyce Meyer's UBS Financial Services, Inc Experience 2008 - Present
Job Senior Vice President Wealth Management UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  2008 - Present
Merrill Lynch  May 1996 - December 2008

Education
Bellarmine University   1980 — 1984
BA, Business/History

Carlton B. Gibson Carlton B. Gibson Greater New York City Area Details
Carlton B. Gibson's UBS Financial Services, Inc Experience October 1994 - August 2007
Job IT Consultant
Industry Information Technology and Services
Experience
Robert Wood Johnson University Hospital (RWJUH), New Brunswick, New Jersey   June 2009 - Present
Starpoint Solutions  August 2010 - October 2010
Professional Service Group of Central New Jersey  July 2009 - February 2010
UBS Financial Services, Inc   October 1994 - August 2007
UBS Financial Services, Inc   October 1994 - April 1999
The Bank of New York  March 1986 - October 1994
The Bank of New York  March 1981 - March 1986

Skills
DB2, Project Management, CICS, VSAM, COBOL, Business Analysis, Management, Databases, JCL, SDLC, TSO, Fileaid, Mainframe, Microsoft Office, Program Management

Education
City University of New York   1989 — 1994
BSc, Information System Management

Borough of Manhattan Community College   1983 — 1987
Associate in Applied Science, Computer Programming

Raritan Valley Community College

Robert Beatty Robert Beatty Jersey City, New Jersey Details
Robert Beatty's UBS Financial Services, Inc Experience April 2002 - May 2014
Job Head of NonTechnology Sourcing Americas Chain IQ US, Inc.
Industry Logistics and Supply Chain
Experience
Chain IQ US, Inc.   May 2014 - Present
UBS Financial Services Inc.  April 2002 - May 2014
KPMG Consulting  November 1999 - October 2002
Unisource Worldwide, Inc.   January 1999 - August 1999
Verizon  January 1995 - December 1998
General Electric - National Broadcasting Company   March 1985 - December 1994

Skills
Strategic Sourcing, Business Transformation, Business Process..., Outsourcing, Change Management, Vendor Management, Process Improvement, Management Consulting, Business Process..., Program Management, Stakeholder Management, Spend Analysis, Offshoring, Contract Negotiation, Portfolio Management, Operations Management, Sourcing, Procurement, Risk Management, Supply Chain Management, Negotiation, Analysis, Cross-functional Team..., Supply Chain, Financial Services, Governance, Mergers & Acquisitions, Strategy, Business Strategy

Education
City University of New York-Baruch College   1977 — 1981
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services, Honors

Robert Elkins Robert Elkins Sarasota, Florida Area Details
Robert Elkins's UBS Financial Services, Inc Experience February 2007 - November 2014
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  November 2014 - Present
UBS Financial Services Inc.  February 2007 - November 2014
Morgan Stanley  January 1995 - February 2007
Kemper Securities  1990 - January 1995
Prudential Securities  December 1982 - 1990

Skills
Asset Allocation, Retirement Planning, Alternative Investments, Investment Strategies, Investments, Mutual Funds, Securities, Equities

Education
Adelphi University   1971 — 1973
Bachelor of Arts (B.A.), Psychology

Northeastern University   1969 — 1970
Accounting

Thomas W. Gower III Thomas W. Gower III Bangor, Maine Area Details
Thomas W. Gower III's UBS Financial Services, Inc Experience November 2001 - Present
Job Senior Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services Inc.  November 2001 - Present
Salomon Smith Barney  November 1995 - November 2001
British Petroleum/Carborundum   January 1990 - November 1995
W.R. Grace & Co.   February 1987 - January 1990
Mobil Oil  June 1985 - February 1987
IC Industries/Abex   April 1982 - June 1985

Skills
Finance, Fixed Income, Equities, Investment Banking, Capital Markets, Derivatives, Hedge Funds, Investments, Wealth Management, Portfolio Management, Alternative Investments, Valuation, Asset Management, Series 7, Financial Modeling

Education
Babson College   1976 — 1981
B.S., MBA, Economics, Finance

Debbie Yaroshewich Debbie Yaroshewich Greater New York City Area Details
Debbie Yaroshewich's UBS Financial Services, Inc Experience November 1993 - July 2008
Job Executive Assistant at ACE Group
Industry Insurance
Experience
ACE Group  November 2009 - Present
UBS Financial Services Inc  November 1993 - July 2008
PaineWebber Inc  1989 - 1993
Standard & Poor's   May 1987 - July 1989

Skills
Microsoft Office, Administrative Support, Outlook, Spreadsheets, PowerPoint, Excel, Word, Scheduling, Fax, Typing, Expenses, Visio, Calendars, Administrative..., Administration, Microsoft Excel, Administrative...

Education
American InterContinental University   2004 — 2006
Bachelor's Degree, Business Administration; Management and Human Resource, 3.8 Magna Cum Laude

Rutgers, The State University of New Jersey-Newark   1998 — 2001
Business Administration, 3.9

Andrew Finemore Andrew Finemore Chicago, Illinois Details
Andrew Finemore's UBS Financial Services, Inc Experience June 2012 - August 2012
Job AB Underwriter at Bank of America Business Capital
Industry Financial Services
Experience
Bank of America  March 2014 - Present
Bank of America  June 2013 - March 2014
UBS Financial Services Inc.  June 2012 - August 2012
UBS Financial Services Inc.  January 2012 - August 2012
UBS Financial Services Inc.  June 2011 - December 2011
UBS Financial Services Inc.  June 2011 - December 2011

Skills
Excel, Word, Financial Analysis, Bloomberg Terminal, Bloomberg, Capital IQ, PowerPoint, Financial Modeling, Valuation, Morningstar, Access, Microsoft Office, Investments, Equity Research, Corporate Finance, Outlook, Equities, DCF, Fixed Income, Economics, Finance, Teamwork, Credit Analysis, Financial Risk, Analysis

Education
Babson College   2009 — 2013
B.S., Finance

Abigail Glovsky Abigail Glovsky United States Details
Abigail Glovsky's UBS Financial Services, Inc Experience February 2006 - Present
Job Senior Registered Client Service Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services, Inc   February 2006 - Present
Goldman Sachs  January 2004 - January 2006
Goldman Sachs  September 2003 - January 2004

Education
Boston College   1997 — 2001
Bachelor's Degree, Communication, General

Franklin College Switzerland   1998 — 1998

Jason Braunstein Jason Braunstein Peoria, Arizona Details
Jason Braunstein's UBS Financial Services, Inc Experience 2001 - 2005
Job Senior Vice President – Financial Advisor, Senior Portfolio Manager – Portfolio Focus at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  August 2010 - Present
Morgan Stanley Smith Barney  2004 - 2010
UBS Financial Services Inc.  2001 - 2005
Morgan Stanley  1994 - 2001

Education
Arizona State University   1988 — 1994
Bachelor of Science (B.S.), Finance, General

Arizona State University - W. P. Carey School of Business   1987 — 1994
Finance, Finance

Shubha Kastiya Shubha Kastiya Greater New York City Area Details
Shubha Kastiya's UBS Financial Services, Inc Experience February 2009 - May 2009
Job Fund Accountant
Industry Financial Services
Experience
Credit Suisse  June 2010 - Present
Merrill Lynch  February 2010 - May 2010
Sony Music Entertainment  September 2009 - December 2009
UBS Financial Services Inc  February 2009 - May 2009
Pace University Tutoring Center   January 2008 - December 2008
Raymond James Financial Services  June 2008 - August 2008

Skills
Bloomberg, Accounting, Microsoft Excel, Bloomberg Terminal, PowerPoint, Microsoft Office, Microsoft Word, Pivot Tables, Outlook, Research, Accounts Payable, Accounts Receivable, Budgets, Data Analysis, Finance, Financial Accounting, Financial Statements, Hedge Funds, Mutual Funds, Portfolio Management

Education
Baruch College   2012 — 2015
Master of Business Administration (MBA), Accounting

Pace University - Lubin School of Business   2006 — 2010
BBA, Finance

David Everts David Everts Greater Boston Area Details
David Everts's UBS Financial Services, Inc Experience July 1985 - Present
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  July 1985 - Present
Thomson Mckinnion   January 1984 - July 1985
Johnson & Johnson Ethicon Division   September 1982 - January 1984
Richardson Vicks  June 1979 - September 1982

Education
Babson College   1975 — 1979

Millbrook School   1973 — 1975

Roxbury Latin School   1969 — 1973

John C. Cannistraci John C. Cannistraci Greater New York City Area Details
John C. Cannistraci's UBS Financial Services, Inc Experience December 2002 - June 2013
Job Director, Regulatory Advisor Compliance at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management  July 2013 - Present
UBS Financial Services Inc.  December 2002 - June 2013
Prudential Securities Inc.  February 1998 - November 2002
NYC Department of Environmental Protection  April 1993 - February 1998
Wilson Elser Moskowitz Edelman and Dicker   September 1990 - April 1993

Skills
Securities, FINRA, AML, Capital Markets, Due Diligence, Investment Banking, Risk Management, Prime Brokerage, regulatory, Licensing, Litigation, Broker-Dealer, Mutual Funds, Internal Investigations, Legal Compliance, Hedge Funds, Securities Litigation, Financial Regulation, Securities Regulation, Investment Management, Alternative Investments

Education
Fordham University School of Law   1987 — 1990
Juris Doctor

Boston College   1984 — 1987
Bachelor of Arts (BA), Economics

Daniela Vesselinov Daniela Vesselinov Greater New York City Area Details
Daniela Vesselinov's UBS Financial Services, Inc Experience January 2007 - May 2007
Job Governmental Insurance Specialist at Memorial SloanKettering Cancer Center
Industry International Trade and Development
Experience
Memorial Sloan-Kettering Cancer Center  February 2011 - Present
Welsh Assembly Government   June 2009 - February 2011
UBS Financial Services, Inc   January 2007 - May 2007
Podell, Schwartz, Schechter & Banfield, LLP   June 2005 - November 2006

Skills
Accounting, Accounts Payable, Budgets, Business Analysis, Business Development, Business Process..., Change Management, Customer Service, Data Analysis, Finance, Financial Analysis, Insurance, Investments, Invoicing, Management, Marketing, Microsoft Office, Office Administration, Process Improvement, Program Management, Project Management, Research, Risk Management, Sales, Systems Analysis

Education
Baruch College Zicklin School of Business   2005 — 2008
BBA, Finance and Investments

Baruch College
Master of Public Administration (MPA), Public Relations/Image Management

Rosemarie Dios Rosemarie Dios Greater New York City Area Details
Rosemarie Dios's UBS Financial Services, Inc Experience January 1985 - Present
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  January 1985 - Present

Education
Albertus Magnus College   1976 — 1980
B.A, Economics, Philosophy and Sociology

State University of New York at Stony Brook
Master of Fine Arts (MFA), English- Creative Writing

Lynda Rettig Lynda Rettig Charlotte, North Carolina Area Details
Lynda Rettig's UBS Financial Services, Inc Experience June 2012 - Present
Job Charlotte Complex Control Officer at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  June 2012 - Present
UBS Financial Services  June 2009 - June 2012
UBS Financial Services Inc.  February 1998 - June 2009

Education
Adelphi University
Bachelor of Applied Science (B.A.Sc.), Education

Brittany Bryan Brittany Bryan Greater Boston Area Details
Brittany Bryan's UBS Financial Services, Inc Experience September 2010 - August 2012
Job Student
Industry Hospital & Health Care
Experience
Brigham and Women's Hospital  April 2013 - Present
UBS Financial Services Inc.  September 2010 - August 2012
Fulbright Program  2009 - 2010

Education
Boston College   2005 — 2009
B.A., Psychology, German

Boston University, UMass Boston
non-degree student, prerequisites for application to PA programs

Derek Howard Derek Howard New York, New York Details
Derek Howard's UBS Financial Services, Inc Experience July 2013 - Present
Job Analyst at UBS
Industry Financial Services
Experience
UBS Financial Services Inc.  July 2013 - Present
UBS  May 2012 - August 2012
Ball State University - Student Managed Investment Fund   January 2012 - June 2012

Skills
Strategic Planning, Project Management, Business Development, SQL, Microsoft Office, Microsoft Excel, Business Planning, Microsoft Word, PowerPoint, Financial Analysis, Access, Executive Reporting, Risk Management, Data Analysis, Toad, Business Intelligence, Data Mining, Call Center Development, Call Center..., IVR, Financial Reporting, Cognos, Avaya IP Telephony, Attrition Reduction, Client Aquisition, Business Strategy, Revenue Analysis

Education
Ball State University - College of Business   2009 — 2013
Bachelor of Science (BS), Finance - Financial Planning & Investments

Amy Milionis, CFP® Amy Milionis, CFP® Greenville, South Carolina Area Details
Amy Milionis, CFP®'s UBS Financial Services, Inc Experience May 2005 - Present
Job Account Vice PresidentFinancial Advisor at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc  May 2005 - Present
Bank of America  May 2000 - April 2005

Education
Belmont University   1992 — 1995
BA, History

Nancy Gupta Nancy Gupta Greater New York City Area Details
Nancy Gupta's UBS Financial Services, Inc Experience September 2012 - December 2012
Job American Express
Industry Financial Services
Experience
American Express  January 2013 - Present
UBS Financial Services Inc  September 2012 - December 2012
Merrill Lynch  October 2010 - May 2011

Skills
Investments, Financial Risk, Finance, Financial Modeling, Portfolio Management, Equities, Valuation, Banking, Microsoft Office, Investment Banking

Education
New Jersey Institute of Technology   2014 — 2015
Master's Degree, Business and Information Systems, GPA-3.75

Baruch College, City University of New York (CUNY)   2008 — 2012
Bachelor's Degree, Finance and Investments

Nurul Musully Nurul Musully Greater New York City Area Details
Nurul Musully's UBS Financial Services, Inc Experience January 2006 - November 2006
Job Vice President at Bank of New York Mellon
Industry Financial Services
Experience
Pershing LLC, A Bank of New York Mellon Securities Group Co.   November 2006 - Present
UBS Financial Services Inc.  January 2006 - November 2006
UBS Financial Services Inc.  January 2005 - December 2005
UBS Financial Services Inc.  October 2000 - February 2005
PaineWebber Incorporated  June 1999 - October 2000
PaineWebber Incorporated  January 1998 - June 1999
MERRILL LYNCH  February 1997 - August 1997

Skills
Solaris, Java, Quality Assurance, SDLC, Business Analysis, User Acceptance Testing, C++, Troubleshooting, Testing, Unix, Linux, Integration, Databases, Servers, ITIL, Software Configuration..., Requirements Analysis, Vendor Management

Education
City University of New York-Baruch College   1995 — 1997
Bachelor of Business Administration (BBA), Major: Finance and Investments; Minor: Computer Information Systems, GPA: Cumulative: 3.47; Major: 3.44; Minor: 3.66;

Hideo Sugiyama Hideo Sugiyama Greater Seattle Area Details
Hideo Sugiyama's UBS Financial Services, Inc Experience June 2011 - Present
Job Analyst at Barclays Securities Japan Limited
Industry Financial Services
Experience
Barclays Investment Bank  April 2013 - Present
Lumana Credit   June 2011 - Present
UBS Financial Services Inc.  June 2011 - Present

Education
Soka University   2008 — 2013
Bachelor, Humanities

Bellevue College   2010 — 2011
International Business Professions Program, Finance, Accounting

La Trobe University
Intensive English Course, English, Ethnic Studies

Sheri Di Paglia Sheri Di Paglia Greater Denver Area Details
Sheri Di Paglia's UBS Financial Services, Inc Experience August 2006 - Present
Job Financial Advisor at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc  August 2006 - Present
Piper Jaffray  March 1988 - August 2006

Education
Arizona State University   1972 — 1976
Bachelor of Science, Business

Myrna Quinones Myrna Quinones Springfield, Massachusetts Area Details
Myrna Quinones's UBS Financial Services, Inc Experience May 2001 - Present
Job Senior Branch Office Administrator
Industry Financial Services
Experience
UBS Financial Services Inc.  May 2001 - Present
Mother Nature.com   July 1999 - January 2001
Merrill Lynch  May 1974 - April 1999

Education
Bay Path College   2010 — 2014
Associate of Science (A.S.), Business Administration

Jisoo Ellie Kim Jisoo Ellie Kim San Diego, California Details
Jisoo Ellie Kim's UBS Financial Services, Inc Experience January 2012 - Present
Job Student at University of California, San Diego
Industry Banking
Experience
UBS Financial Services Inc.  January 2012 - Present
Kookmin Bank  January 2006 - Present

Education
University of California, San Diego   2011 — 2012

계명대학교 / Keimyung University   2001 — 2006
Bachelor's degree, Economics

Henry S. Cooperman Henry S. Cooperman New York, New York Details
Henry S. Cooperman's UBS Financial Services, Inc Experience March 2012 - Present
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  March 2012 - Present
Wells Fargo Advisors  November 2008 - March 2012
Sovereign Bank  2004 - 2008

Education
Baruch College   1975 — 1977
Bachelor of Business Administration (BBA), Marketing

Brooklyn College   1973 — 1975

Select page

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16


Similar Companies