UBS Financial Svc Inc
UBS Financial Svc 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 Svc Inc. You can filter them based on skills, years of employment, job, education, department, and prior employment.
UBS Financial Svc Inc Salaries. You can even request information on how much does UBS Financial Svc Inc pay if you want to. Learn about salaries, pros and cons of working for UBS Financial Svc 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!
29 UBS Financial Svc Inc employees in database. Find out everything there's to know about UBS Financial Svc 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 Svc Inc Employees
Employee
Years
Job
Industry
Rachel Hobble Rachel Hobble's UBS Financial Svc Inc Experience January 2015 - May 2015
Job IT/Operational Risk Intern at Sterling National Bank
Industry
Experience
Sterling National Bank June 2015 - August 2015
UBS Financial Svc Inc January 2015 - May 2015
America Reads*America Counts September 2014 - January 2015
Tell-a-Terp Call Center September 2013 - May 2014
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Research, Microsoft Word, Teamwork, Customer Service, Leadership, Event Planning, Facebook, Public Speaking, Teaching, Photoshop, Social Media, Social Networking
Education
University of Maryland College Park 2013 — 2017
Marketing and Supply Chain Management
Watchung Hills Regional High School
Sterling National Bank June 2015 - August 2015
UBS Financial Svc Inc January 2015 - May 2015
America Reads*America Counts September 2014 - January 2015
Tell-a-Terp Call Center September 2013 - May 2014
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Research, Microsoft Word, Teamwork, Customer Service, Leadership, Event Planning, Facebook, Public Speaking, Teaching, Photoshop, Social Media, Social Networking
Education
University of Maryland College Park 2013 — 2017
Marketing and Supply Chain Management
Watchung Hills Regional High School
Alexandra Benas Alexandra Benas's UBS Financial Svc Inc Experience June 2009 - August 2009
Job Sr. Private Banking Associate Legal Specialty Group at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank December 2014 - Present
UBS Financial Services September 2010 - December 2014
UBS Financial Svc Inc June 2009 - August 2009
Education
Saint Joseph's University 2006 — 2010
Bachelor's degree, Finance
Wells Fargo Private Bank December 2014 - Present
UBS Financial Services September 2010 - December 2014
UBS Financial Svc Inc June 2009 - August 2009
Education
Saint Joseph's University 2006 — 2010
Bachelor's degree, Finance
Racin Julia Racin Julia's UBS Financial Svc Inc Experience December 1999 - 2008
Job Senior Executive Secretary at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2011 - Present
UBS Financial Svc Inc December 1999 - 2008
Skills
Customer Service, Microsoft Office, Management, Team Building, Budgets, Process Improvement, Leadership
Education
Pasco-Hernando State College
Associate's Degree, Business Administration and Management, General
St. Joseph Hill Academy
High School, Academic
Fidelity Investments March 2011 - Present
UBS Financial Svc Inc December 1999 - 2008
Skills
Customer Service, Microsoft Office, Management, Team Building, Budgets, Process Improvement, Leadership
Education
Pasco-Hernando State College
Associate's Degree, Business Administration and Management, General
St. Joseph Hill Academy
High School, Academic
Genevieve Michel Genevieve Michel's UBS Financial Svc Inc Experience September 2013 - Present
Job
Industry Financial Services
Experience
UBS Financial Svc Inc September 2013 - Present
Skills
Financial Analysis, Wealth Management, Investments, Portfolio Management, Financial Planning, Financial Services, Banking, Retirement Planning, Financial Modeling, Financial Advisory
Education
The University of Montana - School of Business Administration 2002 — 2006
Bachelor of Science (B.S.), Finance and Marketing
UBS Financial Svc Inc September 2013 - Present
Skills
Financial Analysis, Wealth Management, Investments, Portfolio Management, Financial Planning, Financial Services, Banking, Retirement Planning, Financial Modeling, Financial Advisory
Education
The University of Montana - School of Business Administration 2002 — 2006
Bachelor of Science (B.S.), Finance and Marketing
Andrew Polyak Andrew Polyak's UBS Financial Svc Inc Experience May 2011 - Present
Job Branch Office Administrator at UBS Financial Services, Inc.
Industry Executive Office
Experience
UBS Financial Svc Inc May 2011 - Present
Visionary Horizons Wealth Management Group October 2008 - April 2011
Covenant Health System May 2001 - October 2008
Covenant Health System November 1999 - April 2001
Covenant Health System November 1998 - November 1999
UMDNJ October 1996 - July 1998
Education
Rutgers University-New Brunswick 1979 — 1983
B.S., Biology
St. Anthony High School 1975 — 1979
UBS Financial Svc Inc May 2011 - Present
Visionary Horizons Wealth Management Group October 2008 - April 2011
Covenant Health System May 2001 - October 2008
Covenant Health System November 1999 - April 2001
Covenant Health System November 1998 - November 1999
UMDNJ October 1996 - July 1998
Education
Rutgers University-New Brunswick 1979 — 1983
B.S., Biology
St. Anthony High School 1975 — 1979
Melanie Alese Melanie Alese's UBS Financial Svc Inc Experience August 2014 - Present
Job At UBS Financial Services
Industry Financial Services
Experience
UBS Financial Svc Inc August 2014 - Present
Global Arena Capital Corp. October 2013 - August 2014
HFP Capital Markets LLC December 2012 - October 2013
Christian Dior Couture June 2012 - December 2012
Harris Publications, Inc June 2010 - August 2010
SUNY Binghamton University September 2009 - December 2009
Skills
Trade Shows, Teamwork
Education
State University of New York at Binghamton 2009 — 2012
Bachelor of Science (BS), Financial Economics
Binghamton University - School of Management 2009 — 2012
Adjunct, Marketing
UBS Financial Svc Inc August 2014 - Present
Global Arena Capital Corp. October 2013 - August 2014
HFP Capital Markets LLC December 2012 - October 2013
Christian Dior Couture June 2012 - December 2012
Harris Publications, Inc June 2010 - August 2010
SUNY Binghamton University September 2009 - December 2009
Skills
Trade Shows, Teamwork
Education
State University of New York at Binghamton 2009 — 2012
Bachelor of Science (BS), Financial Economics
Binghamton University - School of Management 2009 — 2012
Adjunct, Marketing
Terence Morrissey's UBS Financial Svc Inc Experience June 2014 - August 2014
Job Student at Butler University
Industry Financial Services
Experience
UBS Financial Svc Inc June 2014 - August 2014
Skills
Finance, Microsoft Excel, Microsoft Office
Education
Butler University 2012 — 2016
Butler University 2012 — 2016
Finance, General
UBS Financial Svc Inc June 2014 - August 2014
Skills
Finance, Microsoft Excel, Microsoft Office
Education
Butler University 2012 — 2016
Butler University 2012 — 2016
Finance, General
Paulina Wong Paulina Wong's UBS Financial Svc Inc Experience April 2014 - May 2015
Job Associate at Neuberger Berman
Industry Banking
Experience
Neuberger Berman May 2015 - Present
UBS Financial Svc Inc April 2014 - May 2015
Credit Suisse July 2012 - April 2014
Rand & Associates May 2011 - July 2012
Macy's September 2007 - January 2012
HSBC January 2011 - May 2011
Skills
Series 7, Notary Public, Series 66, Investments, Portfolio Management, Uniform Combined State..., Fixed Income, Financial Analysis
Education
San Francisco State University 2007 — 2010
Bachelor of Science (B.S.), Corporate Finance
Neuberger Berman May 2015 - Present
UBS Financial Svc Inc April 2014 - May 2015
Credit Suisse July 2012 - April 2014
Rand & Associates May 2011 - July 2012
Macy's September 2007 - January 2012
HSBC January 2011 - May 2011
Skills
Series 7, Notary Public, Series 66, Investments, Portfolio Management, Uniform Combined State..., Fixed Income, Financial Analysis
Education
San Francisco State University 2007 — 2010
Bachelor of Science (B.S.), Corporate Finance
J.R. Hesano's UBS Financial Svc Inc Experience February 2015 - Present
Job Managing Director Wealth Management at UBS Financial Svc Inc
Industry Banking
Experience
UBS Financial Svc Inc February 2015 - Present
J.P. Morgan February 2000 - February 2015
MICHIGAN NATIONAL CORPORATION January 1996 - January 2000
CHEMICAL BANK and TRUST COMPANY January 1990 - January 1996
THOMSON McKINNON SECURITIES, INC January 1987 - January 1990
Education
Central Michigan University
Master, Business Administration; financial analysis and portfolio management
Western Michigan University
Bachelor, Business Administration
UBS Financial Svc Inc February 2015 - Present
J.P. Morgan February 2000 - February 2015
MICHIGAN NATIONAL CORPORATION January 1996 - January 2000
CHEMICAL BANK and TRUST COMPANY January 1990 - January 1996
THOMSON McKINNON SECURITIES, INC January 1987 - January 1990
Education
Central Michigan University
Master, Business Administration; financial analysis and portfolio management
Western Michigan University
Bachelor, Business Administration
Francesco Rose Francesco Rose's UBS Financial Svc Inc Experience November 2013 - Present
Job Compliance Surveillance Analyst Market Conduct
Industry Financial Services
Experience
UBS Financial Svc Inc November 2013 - Present
MetLife January 2009 - November 2013
MetLife Broker Dealer Group October 2007 - January 2009
The Concord Equity Group October 2003 - May 2007
Futureshare Financial LLC September 2000 - May 2002
Merrill Lynch April 1999 - September 2000
UPS September 1997 - April 1999
Skills
Fixed Income, Mutual Funds, Series 7, Series 63, FINRA, Equity Trading, Microsoft Office, Series 24, Bloomberg Terminal, Series 55, Customer relationship..., Thomson One, Knight Bond Point, Bond Desk, Municenter, Fixed Income Trading, Fixed Income Products, Organizational..., Operations Management, Diligent, Highly motivated..., Energetic Leader, Time Management, High level of initiative, Close Attention to..., Oral & Written..., Business Relationship..., Creative Writer, Analytical Skills, Team Leadership, Building Effective..., Effective written and..., Attention to detail, Innovative thinker
Education
Rider University 1993 — 1995
Bachelors of Science, Business Management
UBS Financial Svc Inc November 2013 - Present
MetLife January 2009 - November 2013
MetLife Broker Dealer Group October 2007 - January 2009
The Concord Equity Group October 2003 - May 2007
Futureshare Financial LLC September 2000 - May 2002
Merrill Lynch April 1999 - September 2000
UPS September 1997 - April 1999
Skills
Fixed Income, Mutual Funds, Series 7, Series 63, FINRA, Equity Trading, Microsoft Office, Series 24, Bloomberg Terminal, Series 55, Customer relationship..., Thomson One, Knight Bond Point, Bond Desk, Municenter, Fixed Income Trading, Fixed Income Products, Organizational..., Operations Management, Diligent, Highly motivated..., Energetic Leader, Time Management, High level of initiative, Close Attention to..., Oral & Written..., Business Relationship..., Creative Writer, Analytical Skills, Team Leadership, Building Effective..., Effective written and..., Attention to detail, Innovative thinker
Education
Rider University 1993 — 1995
Bachelors of Science, Business Management
Gregory Shanaphy Gregory Shanaphy's UBS Financial Svc Inc Experience August 2007 - Present
Job Vice President Wealth Management at UBS Financial Services, Inc. Portfolio Manager The Poppo Group
Industry Financial Services
Experience
UBS Financial Svc Inc August 2007 - Present
Skills
Investments, Finance, Management, Wealth Management, Portfolio Management, Financial Services, Financial Advisory, Financial Planning, Leadership, Estate Planning
Education
Seton Hall University School of Law 1991 — 1994
JD
Montclair State University 1987 — 1991
BA
Marietta College 1986 — 1987
Seton Hall Prep 1981 — 1986
Seton Hall University
Seton Hall University
Seton Hall University
UBS Financial Svc Inc August 2007 - Present
Skills
Investments, Finance, Management, Wealth Management, Portfolio Management, Financial Services, Financial Advisory, Financial Planning, Leadership, Estate Planning
Education
Seton Hall University School of Law 1991 — 1994
JD
Montclair State University 1987 — 1991
BA
Marietta College 1986 — 1987
Seton Hall Prep 1981 — 1986
Seton Hall University
Seton Hall University
Seton Hall University
Alan Tores CERTIFIED FINANCIAL PLANNER® Alan Tores CERTIFIED FINANCIAL PLANNER®'s UBS Financial Svc Inc Experience July 2011 - Present
Job First Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS Financial Svc Inc July 2011 - Present
Wells Fargo Advisors July 2001 - July 2011
Morgan Stanley January 1996 - July 2001
Morgan Stanley January 1996 - July 2001
Education
CSUN
Bachelor of Arts (BA)
UBS Financial Svc Inc July 2011 - Present
Wells Fargo Advisors July 2001 - July 2011
Morgan Stanley January 1996 - July 2001
Morgan Stanley January 1996 - July 2001
Education
CSUN
Bachelor of Arts (BA)
Eric Hellstrom's UBS Financial Svc Inc Experience April 2002 - October 2006
Job Realtor at Peterson Realty, Inc.
Industry Real Estate
Experience
Peterson Realty, Inc. March 2015 - Present
Cockle Cove School June 2006 - Present
ING Financial Partners January 2007 - November 2009
UBS Financial Svc Inc April 2002 - October 2006
Polaroid August 2000 - July 2001
Special Counsel, Boston, MA March 2000 - August 2000
Harmon Law Offices, P.C. January 1999 - February 2000
Manpower, Needham MA August 1997 - July 1998
Skills
Microsoft Office, Management, Microsoft Excel, Research, Leadership, PowerPoint, Public Speaking, Outlook, Finance, Event Planning, Sales, Training, English, Illustrator, Typing
Education
Lehigh University 1993 — 1997
Bachelor of Arts (B.A.), History
Lehigh University 1993 — 1997
Minor, Religion/Religious Studies
wayland high? 1989 — 1993
Peterson Realty, Inc. March 2015 - Present
Cockle Cove School June 2006 - Present
ING Financial Partners January 2007 - November 2009
UBS Financial Svc Inc April 2002 - October 2006
Polaroid August 2000 - July 2001
Special Counsel, Boston, MA March 2000 - August 2000
Harmon Law Offices, P.C. January 1999 - February 2000
Manpower, Needham MA August 1997 - July 1998
Skills
Microsoft Office, Management, Microsoft Excel, Research, Leadership, PowerPoint, Public Speaking, Outlook, Finance, Event Planning, Sales, Training, English, Illustrator, Typing
Education
Lehigh University 1993 — 1997
Bachelor of Arts (B.A.), History
Lehigh University 1993 — 1997
Minor, Religion/Religious Studies
wayland high? 1989 — 1993
Peter Olson Peter Olson's UBS Financial Svc Inc Experience January 2003 - August 2005
Job President, Change Your View LLC
Industry Consumer Services
Experience
Change Your View LLC window cleaning service May 2011 - Present
Olson Financial Counsel LLC May 2008 - August 2010
Diversified Financial Group October 2005 - January 2008
UBS Financial Svc Inc January 2003 - August 2005
Premiere Window Cleaning LLP May 1995 - December 2002
RR Donnelley October 1993 - April 1994
Skills
Customer Service, Small Business, Customer Satisfaction, Strategic Planning, Budgets, Management, New Business Development
Education
Luther College 1989 — 1993
Bachelor of Arts
Change Your View LLC window cleaning service May 2011 - Present
Olson Financial Counsel LLC May 2008 - August 2010
Diversified Financial Group October 2005 - January 2008
UBS Financial Svc Inc January 2003 - August 2005
Premiere Window Cleaning LLP May 1995 - December 2002
RR Donnelley October 1993 - April 1994
Skills
Customer Service, Small Business, Customer Satisfaction, Strategic Planning, Budgets, Management, New Business Development
Education
Luther College 1989 — 1993
Bachelor of Arts
Brittney Connor's UBS Financial Svc Inc Experience January 2008 - January 2010
Job Global Sourcing
Industry Marketing and Advertising
Experience
Suitsupply August 2015 - Present
Reinhard Model and Talent Agency December 2008 - Present
Image International January 2005 - Present
WOT Group 2013 - 2014
UBS Financial Svc Inc January 2008 - January 2010
Skills
Runway, Acting, Voice Acting, Improvisation, Drama, Comedy, Fashion Shows, Voice Over, Photo Shoots, Teleprompter, Theatre, Stage Combat, Wardrobe, Film, Styling, Fashion, Fashion Design, Modeling, Customer Service, Photoshop, Social Networking, Social Media Marketing, Advertising, Social Media, Marketing, Event Planning, Public Relations, Sales
Education
Art Institute of Philadelphia 2010 — 2014
Fashion marketing, Fashion Marketing, 3.6 GPA
Suitsupply August 2015 - Present
Reinhard Model and Talent Agency December 2008 - Present
Image International January 2005 - Present
WOT Group 2013 - 2014
UBS Financial Svc Inc January 2008 - January 2010
Skills
Runway, Acting, Voice Acting, Improvisation, Drama, Comedy, Fashion Shows, Voice Over, Photo Shoots, Teleprompter, Theatre, Stage Combat, Wardrobe, Film, Styling, Fashion, Fashion Design, Modeling, Customer Service, Photoshop, Social Networking, Social Media Marketing, Advertising, Social Media, Marketing, Event Planning, Public Relations, Sales
Education
Art Institute of Philadelphia 2010 — 2014
Fashion marketing, Fashion Marketing, 3.6 GPA
Dawna Larson's UBS Financial Svc Inc Experience March 2006 - November 2008
Job Vice President, Investments, Branch Manager at Raymond James
Industry Financial Services
Experience
Raymond James November 2008 - Present
UBS Financial Svc Inc March 2006 - November 2008
Salomon Smith Barney May 2002 - March 2006
Everen Securities 1997 - 1999
Skills
Investments, Series 7, Securities, Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, Financial Services, Investment Advisory
Education
Angelo State University 1980 — 1985
James Madison High School 1976 — 1980
Raymond James November 2008 - Present
UBS Financial Svc Inc March 2006 - November 2008
Salomon Smith Barney May 2002 - March 2006
Everen Securities 1997 - 1999
Skills
Investments, Series 7, Securities, Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, Financial Services, Investment Advisory
Education
Angelo State University 1980 — 1985
James Madison High School 1976 — 1980
Drew Harpp Drew Harpp's UBS Financial Svc Inc Experience August 2013 - Present
Job Sales Manager
Industry Financial Services
Experience
UBS Financial Svc Inc August 2013 - Present
TIAA-CREF November 2012 - May 2013
Vanguard March 2012 - November 2012
Merrill Lynch March 2011 - April 2012
Edward Jones March 2008 - February 2011
The Melting Pot Restaurants March 2006 - March 2009
Days Inn June 1999 - August 2004
Education
Ashford University 2012 — 2016
Master of Business Administration (MBA), Finance
Wingate University 2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
Coastal Carolina 2003 — 2004
Horry-Georgetown Technical College 2003 — 2004
Associate of Arts (AA), Business
Plattsburgh State University 2001 — 2002
UBS Financial Svc Inc August 2013 - Present
TIAA-CREF November 2012 - May 2013
Vanguard March 2012 - November 2012
Merrill Lynch March 2011 - April 2012
Edward Jones March 2008 - February 2011
The Melting Pot Restaurants March 2006 - March 2009
Days Inn June 1999 - August 2004
Education
Ashford University 2012 — 2016
Master of Business Administration (MBA), Finance
Wingate University 2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
Coastal Carolina 2003 — 2004
Horry-Georgetown Technical College 2003 — 2004
Associate of Arts (AA), Business
Plattsburgh State University 2001 — 2002
Marc Ridell Marc Ridell's UBS Financial Svc Inc Experience 2013 - Present
Job Financial Advisor at UBS Financial Services
Industry Banking
Experience
UBS Financial Svc Inc 2013 - Present
Morgan Stanley July 2011 - November 2013
Skills
Investments, Equities, Finance, Mutual Funds, Asset Management, Financial Analysis
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2009
BA, Finance
Syracuse University Whitman School of Management
Bachelor of Science, Finance
UBS Financial Svc Inc 2013 - Present
Morgan Stanley July 2011 - November 2013
Skills
Investments, Equities, Finance, Mutual Funds, Asset Management, Financial Analysis
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2009
BA, Finance
Syracuse University Whitman School of Management
Bachelor of Science, Finance
ALAN COHEN, CFP® ALAN COHEN, CFP®'s UBS Financial Svc Inc Experience January 2007 - Present
Job Senior Vice Presidentat UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Svc Inc January 2007 - Present
Salomon Smith Barney January 1986 - January 2007
Education
New York Institute of Technology 1984 — 1986
MBA, Finance
University of South Florida 1977 — 1980
BA, management and psych
bni
bni
UBS Financial Svc Inc January 2007 - Present
Salomon Smith Barney January 1986 - January 2007
Education
New York Institute of Technology 1984 — 1986
MBA, Finance
University of South Florida 1977 — 1980
BA, management and psych
bni
bni
Manly Church Manly Church's UBS Financial Svc Inc Experience November 2012 - Present
Job Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Svc Inc November 2012 - Present
Merrill Lynch Global Wealth Management 2010 - November 2012
Merrill Lynch 2008 - 2010
Merrill Lynch 2004 - 2008
Merrill Lynch 2000 - 2004
MassMutual Financial Group October 1997 - October 2000
Wyman Gordon 1994 - 1996
Wyman Gordon 1992 - 1994
Phelps Dodge 1991 - 1992
US Navy 1980 - 1990
Education
Univ of New Haven
Master of Business Administration (M.B.A.)
United States Naval Academy
BS, Resources Management
UBS Financial Svc Inc November 2012 - Present
Merrill Lynch Global Wealth Management 2010 - November 2012
Merrill Lynch 2008 - 2010
Merrill Lynch 2004 - 2008
Merrill Lynch 2000 - 2004
MassMutual Financial Group October 1997 - October 2000
Wyman Gordon 1994 - 1996
Wyman Gordon 1992 - 1994
Phelps Dodge 1991 - 1992
US Navy 1980 - 1990
Education
Univ of New Haven
Master of Business Administration (M.B.A.)
United States Naval Academy
BS, Resources Management
Will Buerkett Will Buerkett's UBS Financial Svc Inc Experience June 2014 - Present
Job Client Services at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Svc Inc June 2014 - Present
Moser, Kearns, & Associates February 2013 - March 2014
Busey Wealth Management February 2012 - February 2013
First State Bank April 2008 - August 2010
Barr Real Estate May 2007 - August 2007
Precision Aviation Inc May 2005 - May 2007
Education
Eastern Illinois University
Bachelor of Science
University of Illinois at Urbana-Champaign - College of Business 2007 — 2009
Bachelor of Science
UBS Financial Svc Inc June 2014 - Present
Moser, Kearns, & Associates February 2013 - March 2014
Busey Wealth Management February 2012 - February 2013
First State Bank April 2008 - August 2010
Barr Real Estate May 2007 - August 2007
Precision Aviation Inc May 2005 - May 2007
Education
Eastern Illinois University
Bachelor of Science
University of Illinois at Urbana-Champaign - College of Business 2007 — 2009
Bachelor of Science
Jon Yankee Jon Yankee's UBS Financial Svc Inc Experience June 2000 - November 2008
Job Global Enterprise Team
Industry Telecommunications
Experience
Black Box Network Services October 2012 - Present
UBS Financial Svc Inc June 2000 - November 2008
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, CompTIA A+, Project Management, Multiple Project..., Business Analysis, Technical Support, Telecommunications, Vendor Management, Troubleshooting, Public Speaking, Customer Service
Education
Berea College
Bachelor of Arts (B.A.), Political Science
Black Box Network Services October 2012 - Present
UBS Financial Svc Inc June 2000 - November 2008
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, CompTIA A+, Project Management, Multiple Project..., Business Analysis, Technical Support, Telecommunications, Vendor Management, Troubleshooting, Public Speaking, Customer Service
Education
Berea College
Bachelor of Arts (B.A.), Political Science
Noel Cott's UBS Financial Svc Inc Experience August 1981 - Present
Job Executive Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Financial Svc Inc August 1981 - Present
Skills
Series 7, Fixed Income, Bonds, Securities
Education
Syracuse University - Martin J. Whitman School of Management 1977 — 1981
B.S., Finance
UBS Financial Svc Inc August 1981 - Present
Skills
Series 7, Fixed Income, Bonds, Securities
Education
Syracuse University - Martin J. Whitman School of Management 1977 — 1981
B.S., Finance
Garrick Montenegro's UBS Financial Svc Inc Experience June 2011 - Present
Job First Vice President Wealth Management at UBS Financial Services Inc., CERTIFIED FINANCIAL PLANNER (TM)
Industry Financial Services
Experience
UBS Financial Svc Inc June 2011 - Present
JPMorgan Chase & Co. September 2004 - June 2011
Education
New York University 1992 — 1996
BA, Economics, Philosophy
Spring Valley High School 1989 — 1992
UBS Financial Svc Inc June 2011 - Present
JPMorgan Chase & Co. September 2004 - June 2011
Education
New York University 1992 — 1996
BA, Economics, Philosophy
Spring Valley High School 1989 — 1992
Bruce Gelfand's UBS Financial Svc Inc Experience June 2009 - December 2013
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo December 2013 - Present
UBS Financial Svc Inc June 2009 - December 2013
Smith Barney September 1997 - June 2009
Skills
Investments, Strategic Planning
Education
Harvard Business School 1989 — 1991
OPM, Business
Brown University 1970 — 1974
Bachelor's Degree, Educational Psychology
Wells Fargo December 2013 - Present
UBS Financial Svc Inc June 2009 - December 2013
Smith Barney September 1997 - June 2009
Skills
Investments, Strategic Planning
Education
Harvard Business School 1989 — 1991
OPM, Business
Brown University 1970 — 1974
Bachelor's Degree, Educational Psychology
Adam VanDamme's UBS Financial Svc Inc Experience March 2014 - Present
Job Client Service Associate for UBS Financial Services, Inc
Industry Investment Management
Experience
UBS Financial Svc Inc March 2014 - Present
Scott & Stringfellow May 2012 - May 2013
Maxim Healthcare Services March 2010 - May 2013
Corning Federal Credit Union August 2008 - March 2010
Farmers Insurance September 2005 - June 2008
Education
University of North Carolina at Wilmington 2011 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
UBS Financial Svc Inc March 2014 - Present
Scott & Stringfellow May 2012 - May 2013
Maxim Healthcare Services March 2010 - May 2013
Corning Federal Credit Union August 2008 - March 2010
Farmers Insurance September 2005 - June 2008
Education
University of North Carolina at Wilmington 2011 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Scott Greenspan's UBS Financial Svc Inc Experience 2012 - Present
Job financial advisor at UBS
Industry Financial Services
Experience
UBS Financial Svc Inc 2012 - Present
Morgan Stanley Smith Barney 2010 - 2012
Schwab Soundview Capital Markets 1996 - 2004
Princeton Securities 1995 - 1996
Olde Discount 1993 - 1994
Education
Binghamton University 1987 — 1991
Bachelor's degree, Economics
montville hs 1984 — 1987
UBS Financial Svc Inc 2012 - Present
Morgan Stanley Smith Barney 2010 - 2012
Schwab Soundview Capital Markets 1996 - 2004
Princeton Securities 1995 - 1996
Olde Discount 1993 - 1994
Education
Binghamton University 1987 — 1991
Bachelor's degree, Economics
montville hs 1984 — 1987
Norman Fisher's UBS Financial Svc Inc Experience January 2009 - Present
Job
Industry Financial Services
Experience
UBS Financial Svc Inc January 2009 - Present
Education
The University of Kansas
UBS Financial Svc Inc January 2009 - Present
Education
The University of Kansas
Jessica Tassan's UBS Financial Svc Inc Experience April 2013 - Present
Job Registered Client Service Associate
Industry Financial Services