UBS Global Asset Management

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UBS Global Asset Management Employees

Employee
Years
Job
Industry
Kyle Kocourek Kyle Kocourek Chicago, Illinois Details
Kyle Kocourek's UBS Global Asset Management Experience May 2011 - August 2011
Job Account Executive: Providing fixed income investors with industry leading investment management software and service
Industry Financial Services
Experience
FactSet  January 2014 - Present
FactSet Research Systems  January 2012 - December 2013
UBS Global Asset Management   May 2011 - August 2011
Clean Energy Capital, LLC.   August 2010 - May 2011
Chicago Board of Trade  May 2009 - August 2009

Skills
Investments, Portfolio Management, Equities, Fixed Income, Derivatives, Securities, Financial Risk, Risk Management, Due Diligence, Analysis, Options, FX Options, Credit, Structured Products, Entrepreneurship, Analytics, CRM, Insurance, Financial Modeling, Sales, Valuation, Equity Research, Corporate Finance, Hedge Funds, Bloomberg, Quantitative Analytics, Finance

Education
University of Arizona, Eller College of Management   2008 — 2011
Finance, Finance & Economics, 3.8 GPA

Augustana College   2007 — 2008

Susan Haery Susan Haery Chicago, Illinois Details
Susan Haery's UBS Global Asset Management Experience December 2007 - February 2013
Job Senior Counsel at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt  July 2013 - Present
Guggenheim Partners  February 2013 - July 2013
UBS Global Asset Management   December 2007 - February 2013
HFR Asset Management  May 2006 - November 2007
PlusFunds Group   January 2002 - May 2006
Refco  August 1999 - October 2001

Skills
Investment Advisers Act, Securities Regulation, Securities, Corporate Governance, Hedge Funds, Private Placements, Investments, Corporate Law, ISDA, Global Asset Management, Legal Compliance, Fund Of Funds, Alternative Investments, Investment Management, Asset Management, Derivatives

Education
Chicago-Kent College of Law, Illinois Institute of Technology   1996 — 1999
Doctor of Law (J.D.)

University of Illinois at Urbana-Champaign   1992 — 1996
Bachelor of Science (B.S.), Psychology

Kerry Stevens Kerry Stevens Greater New York City Area Details
Kerry Stevens's UBS Global Asset Management Experience April 2013 - Present
Job Risk/Quantitative Research at UBS A&Q Fund of Hedge Funds (FoHF)
Industry Investment Banking
Experience
UBS Global Asset Management   April 2013 - Present
Jefferies & Company  May 2012 - April 2013
Argonne National Laboratory.  May 2011 - July 2011
MIT Lincoln Laboratory  July 2007 - July 2009
Raytheon  April 2002 - July 2007

Skills
Financial Modeling, Hedge Funds, Derivatives, Matlab, C++, Java, Parallel Programming, Stochastic Processes, Partial Differential..., Markov Chains, Bayesian networks, Machine Learning, UI Automation, Process Automation, User Interface..., Data Mining, Statistical Data..., C, C#, Probability Theory, Monte Carlo, Signal Processing, Alternative Investments, Quantitative Finance, Monte Carlo Simulation

Education
Columbia University in the City of New York   2010 — 2013
Master of Philosophy (MPhil), Applied Mathematics, 3.94

New York University   2011 — 2011
Mathematics, 3.87

Columbia University in the City of New York   2009 — 2010
Master's degree, Applied Mathematics, 3.95

Massachusetts Institute of Technology   2008 — 2008
Mathematics, 4.00

University of Southern California   2002 — 2004
Master of Science (MS), Electrical and Electronics Engineering, 3.52

California Polytechnic State University-San Luis Obispo   1996 — 2002
Bachelor of Science (BS), Mathematics

Andrei Grskovic Andrei Grskovic Boston, Massachusetts Details
Andrei Grskovic's UBS Global Asset Management Experience May 2009 - August 2010
Job Senior Associate at CSP Associates, Inc.
Industry Management Consulting
Experience
CSP Associates, Inc.   July 2012 - Present
CSP Associates, Inc.   December 2011 - July 2012
Ipreo  September 2010 - November 2011
UBS Global Asset Management   May 2009 - August 2010

Skills
Management Consulting, Due Diligence, Transaction Advisory, Excel, PowerPoint, Financial Analysis, Equities, Research, Valuation, Analytics, Mergers, Capital IQ, Bloomberg Terminal, Team Leadership, Visual Basic, Strategic Leadership, Strategic Consulting, Mergers & Acquisitions, Strategy, Financial Modeling, Private Equity, Microsoft Excel, Corporate Finance, Capital Markets

Education
Boston University - School of Management
BSc in Business Admistration, Finance & Economics

Don Bosco Prep
High School

Tamara Lourdin Tamara Lourdin New York, New York Details
Tamara Lourdin's UBS Global Asset Management Experience February 2007 - May 2007
Job HR Generalist at Citi
Industry Financial Services
Experience
Citi  February 2012 - Present
Citi  July 2010 - February 2012
Citi  July 2008 - July 2010
Goldman Sachs  June 2007 - August 2007
UBS Global Asset Management   February 2007 - May 2007

Skills
Human Resources, Project Management, Analytics, Team-oriented, Interpersonal Skill, Building Relationships, Data Analysis, Presentations, Performance Management, Employee Relations, Talent Management, Business Partner Support, Business Transformation, Succession Planning, Leadership, Strategy, Personnel Management

Education
Baruch College
Bachelor of Business Administration (B.B.A.), Finance and Investments, GPA: 3.8

Saint John's University
Master of Science (MS), Education, GPA: 4.0

Michelle Cabral Michelle Cabral Hartford, Connecticut Area Details
Michelle Cabral's UBS Global Asset Management Experience October 2012 - July 2013
Job Human Resources Business Partner
Industry Human Resources
Experience
Hartford HealthCare  July 2013 - Present
UBS Global Asset Management   October 2012 - July 2013
Comcast  April 2011 - April 2012
Retail, Financial and Pharmaceutical Organizations   August 2008 - April 2011
Pfizer  2006 - 2008
Lincoln Financial Group  April 2003 - June 2006
Pfizer  February 2001 - December 2002
Ayers Group   2000 - 2001
Northeast Utilities  1997 - 2000
Nine West Group  1995 - 1996

Skills
Talent Management, Organizational..., Human Resources, Employee Engagement, Change Management, Succession Planning, Management Development, Employment Law, Project Management, Mentoring, HR Policies, Recruiting, HR Metrics, Employee Relations

Education
Bloomsburg University of Pennsylvania
BS

Drexel University
MS

Kenneth Er Kenneth Er San Francisco Bay Area Details
Kenneth Er's UBS Global Asset Management Experience May 2008 - June 2008
Job Realtor at Venture Sotheby's International Realty
Industry Real Estate
Experience
Asian Real Estate Association of America (AREAA) Greater East Bay   December 2014 - Present
Venture Sotheby's International Realty  October 2014 - Present
Pacific Skyview LLC   September 2013 - Present
Reel Event Services   January 2013 - Present
Pacific Landstar Investments   October 2012 - Present
Keller Williams Realty  December 2013 - October 2014
DMA Claims Services  November 2008 - June 2011
UBS Global Asset Management   May 2008 - June 2008
XOMA  March 2006 - May 2007

Skills
Analysis, Management, Business Development, Marketing, Sales, Competitive Analysis, Research, Project Management, Investments, Financial Analysis, Finance, Databases, Strategic Planning, Insurance, Retail, Consulting

Education
California State University-East Bay   2002 — 2007
BS, Business Administration, Finance

Shawn M. Miller Shawn M. Miller Holland, Michigan Details
Shawn M. Miller's UBS Global Asset Management Experience 1997 - 1999
Job Social Entrepreneur and Mentor to the next generation of Celebrated Business Leaders (LinkedIn Top 1% 30+MM LION)
Industry Marketing and Advertising
Experience
Performance Institute  2005 - Present
FLEX Fitness Center   2005 - Present
Shawn M. Miller   2000 - Present
Performance Investment Group   January 2009 - 2012
City of Holland  2011 - 2011
Mitsubishi Caterpillar Forklifts of America   2000 - 2005
UBS Global Asset Management   1997 - 1999
ProFormance, Inc.   1990 - 1997

Skills
Sales, Marketing Strategy, Social Media Marketing, Business Strategy, Social Media, Social Networking, Copywriting, Direct Marketing, Online Marketing, Marketing Research, Marketing Communications, Marketing Management, Seminar Speaker, International Business, International Marketing, International..., International Sales, Leadership Development, Increasing Profitability, Online Publishing, Fitness, Small Business, Small Business..., Expert Positioning, Customer Relations, Sales Management, Pitching, Selling 'from the Stage', Business Coaching, Business Mentoring, Advertising, Information Product..., Information Marketing, Intellectual Property, Product Development, Niche Marketing, Public Speaking, Strategy Development, Promotions, New Business Development, Entrepreneurship, Business as Mission, Purpose Driven Business, Strategy, Business Development, Training, Coaching, Customer Service, Leadership, Marketing

Education
Aquinas College   1994 — 1998
B.S., International Business

Jennifer Loeb Jennifer Loeb New York, New York Details
Jennifer Loeb's UBS Global Asset Management Experience May 2006 - November 2012
Job Investor Relations at Suvretta Capital Management, LLC
Industry Financial Services
Experience
Suvretta Capital Management, LLC   April 2013 - Present
Och-Ziff Capital Management  November 2012 - March 2013
UBS Global Asset Management   May 2006 - November 2012
Cambridge Associates  2004 - 2006

Education
Bentley University   2000 — 2004
Bachelor of Science (B.S.), Corporate Finance and Accounting

Meadows

Jenny Almanzar Jenny Almanzar Greater New York City Area Details
Jenny Almanzar's UBS Global Asset Management Experience January 2008 - June 2008
Job Executive Assistant at Columbia Technology
Industry Financial Services
Experience
Columbia Technology  August 2014 - February 2015
Eltman, Eltman and Cooper  October 2011 - July 2014
Davidson Kempner Capital Management  June 2011 - September 2011
The Neuropathy Association  February 2011 - June 2011
XL Group  July 2010 - February 2011
Law Offices of Eugene Krukas   August 2008 - July 2010
UBS Global Asset Management   January 2008 - June 2008
Deutsche Bank  May 2007 - August 2007

Skills
Courts, Administrative..., Microsoft Excel, Software Documentation, Legal Writing, Research, Databases, Legal Documents, Accounting, Finance, Legal Research, Customer Service, PowerPoint, Microsoft Word

Education
City University of New York-John Jay College of Criminal Justice   2008 — 2011
Legal Studies, General

Baruch College, City University of New York (CUNY)
Psychology

Ángel M. Fernández-Ruiz Ángel M. Fernández-Ruiz Greater New York City Area Details
Ángel M. Fernández-Ruiz's UBS Global Asset Management Experience October 1995 - September 1997
Job President/Owner at Alicante Advisors LLC
Industry Financial Services
Experience
Alicante Advisors LLC   January 2014 - Present
LiquidHub  April 2012 - November 2013
iKindi   August 2010 - March 2012
Robeco  May 2005 - July 2008
AllianceBernstein  August 2001 - April 2005
Lazard Asset Management  1997 - 2001
UBS Global Asset Management   October 1995 - September 1997
Socimer Advisory Services   1994 - 1995

Skills
Strategy, Portfolio Management, Equities, Derivatives, Fixed Income, Trading, Financial Services, Outsourcing, Settlement, Middle Office, Back Office, Securities, Trading Systems, Budgets, Auditing, Business Analysis, Asset Management

Education
Rochester Institute of Technology   2009 — 2010
EMBA, Business

Binghamton University
MA

Stony Brook University
BA

Bill Hochmuth Bill Hochmuth Greater Minneapolis-St. Paul Area Details
Bill Hochmuth's UBS Global Asset Management Experience January 2000 - June 2004
Job Director Private Placements at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial  June 2013 - Present
Thrivent Financial  July 2004 - June 2013
UBS Global Asset Management   January 2000 - June 2004
Lincoln Investment Management, Inc.   1997 - 2000
Banc One Investment Advisors  January 1992 - January 1997

Skills
Credit, Fixed Income, Bloomberg, Financial Modeling, Investments, Financial Analysis, Bonds, Research, Excel, Credit Analysis, Leadership, Portfolio Management, Microsoft Excel, Asset Allocation, Investment Strategies, Asset Management, Capital Markets, Fixed Income Analysis

Education
Case Western Reserve University - Weatherhead School of Management   1990 — 1992
MBA, Finance

Augustana College   1984 — 1988
BA, Business Administration

Liz Clifford Liz Clifford Greater New York City Area Details
Liz Clifford's UBS Global Asset Management Experience February 2009 - February 2010
Job Director Advisory Consulting at UBS
Industry Financial Services
Experience
UBS  August 2015 - Present
PIMCO  January 2013 - July 2015
Nuveen Investments  April 2011 - January 2013
UBS Global Asset Management   February 2009 - February 2010
UBS Global Asset Management   October 2008 - February 2009
UBS Global Asset Management   January 2006 - July 2008
UBS Global Asset Management   September 2006 - June 2007
UBS Financial Services, Inc  May 2004 - September 2006
UBS PaineWebber  April 2001 - May 2004
Mutchler Pharmaceuticals Inc   October 1999 - March 2001

Skills
Wealth Management, Investments, Marketing, Consulting, Series 7, Asset Allocation, Series 63, Fixed Income, Asset Managment, Investment Advisory, Equities, Securities, Asset Management

Education
Bucknell University   1995 — 1999
B.S, Chemical Engineering

The Ursuline School

Adam Hoffman Adam Hoffman Greater New York City Area Details
Adam Hoffman's UBS Global Asset Management Experience May 2006 - October 2010
Job General Counsel and Chief Compliance Officer at Sandell Asset Management
Industry Law Practice
Experience
Sandell Asset Management  April 2012 - Present
Brown Brothers Harriman  October 2010 - April 2012
UBS Global Asset Management   May 2006 - October 2010

Education
Benjamin N. Cardozo School of Law, Yeshiva University   2005 — 2008
JD

Drexel University   1996 — 1998
MBA, Finance & MIS

University of Rochester   1988 — 1992
BA, Russian & History

Bret Harte Elementary -> Cherry Hill East

Peter Iodice Peter Iodice Greater Boston Area Details
Peter Iodice's UBS Global Asset Management Experience May 2010 - August 2010
Job Corporate Financial Reporting Analyst at Eaton Vance
Industry Accounting
Experience
Eaton Vance  February 2015 - Present
PwC  September 2011 - January 2015
UBS Global Asset Management   May 2010 - August 2010
Harvard Club of Boston  June 2009 - August 2009

Skills
Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Financial Accounting, Sarbanes-Oxley Act, Auditing, Microsoft Excel, US GAAP, Valuation, Due Diligence, Access, Bloomberg, PowerPoint, Corporate Finance, Microsoft Office, Microsoft Word, SEC filings, External Audit

Education
Babson College - Franklin W. Olin Graduate School of Business
MSA, Public Accounting

Babson College   2007 — 2011
Bachelor's Degree, Public Accounting

Brendan Mazur, CFA Brendan Mazur, CFA Washington D.C. Metro Area Details
Brendan Mazur, CFA's UBS Global Asset Management Experience 2005 - 2006
Job Financial Institution Examiner at FDIC
Industry Banking
Experience
FDIC  July 2009 - Present
XL Capital  2006 - 2008
UBS Global Asset Management   2005 - 2006
Mercer Investment Consulting  2004 - 2005

Education
Boston College   2008 — 2009
MS Finance

Loyola University Chicago   2000 — 2004
BA, Finance, Economics

Ramagopal Karri Ramagopal Karri Greater New York City Area Details
Ramagopal Karri's UBS Global Asset Management Experience January 2006 - July 2006
Job Vice President at Bank of America Merrill Lynch
Industry Computer Software
Experience
Bank of America Merrill Lynch  October 2013 - Present
CLS Group.  April 2013 - October 2013
Citi Group  October 2011 - April 2013
Bank of America Merrill Lynch  April 2010 - October 2011
QinetiQ North America  March 2009 - April 2010
Fannie Mae  November 2008 - February 2009
Bank of America  August 2006 - November 2008
UBS Global Asset Management   January 2006 - July 2006
Gartner  October 2005 - December 2005
BayPackets   February 2005 - October 2005

Skills
Oracle, SDLC, Hibernate, Spring, Requirements Analysis, Databases, Weblogic, XML, Design Patterns, Java, Java Enterprise Edition, UML, Unix, Spring Framework, Struts, PL/SQL, JBoss Application Server, Data Modeling, WebSphere Application..., Websphere, Software Project..., SOA, Web Applications, Ant, jQuery, JMS, Agile Methodologies, Visio, Web Services, Data Warehousing, Architecture, Project Management, Scrum, Ext JS, JPA, WebSphere MQ, ActiveMQ, PHP, MySQL, Apache, RDF, Bash, Jolt, Freemarker, Sybase, SQL, Shell Scripting, Enterprise Architecture, Software Development

Education
Andhra University   1996 — 1998
Master's Degree

SRKR College of Engineering, Bhimavaram, Andhra Pradesh, India   1990 — 1994
Bachelor's Degree

Eric Casey, CAIA Eric Casey, CAIA Cincinnati, Ohio Details
Eric Casey, CAIA's UBS Global Asset Management Experience August 1996 - January 2011
Job Regional Vice President Great Lakes at Salient Partners
Industry Investment Management
Experience
Salient Partners  February 2011 - Present
UBS Global Asset Management   August 1996 - January 2011
UBS Wealth Management  1994 - 1996

Skills
Portfolio Management, Finance, Alternative Investments, Mutual Funds, Series 7, Asset Allocation, Series 63, Asset Management, Wealth Management, Hedge Funds, Investments, Securities, Investment Strategies, ETFs, Series 65, Investment Advisory, Equities, Fixed Income, Investment Management, Series 6

Education
Southern Methodist University - Cox School of Business   1989 — 1990
M.B.A.

Trinity University   1983 — 1985
B.A., English

Bates College   1982 — 1983

Phillips Exeter Academy   1979 — 1980

MaryEllen Keenan MaryEllen Keenan Greater New York City Area Details
MaryEllen Keenan's UBS Global Asset Management Experience November 2006 - October 2008
Job Manager, PwC Financial Services Advisory Practice
Industry Financial Services
Experience
PricewaterhouseCoopers - Adviosry, Customer Experience/CRM   January 2014 - Present
Morgan Stanley Wealth Management  January 2013 - Present
Allied World Assurance Company  September 2009 - June 2013
Marks Paneth & Shron LLP  October 2008 - August 2009
UBS Global Asset Management   November 2006 - October 2008
AXA Equitable  1998 - 2006
AXA Equitable Life Insurance Company  1998 - 2006

Skills
CRM, Finance, Salesforce.com, Project Management, Vendor Management, Program Management, Metrics Reporting, Business Process Design, Business Analysis

Education
City University of New York-Brooklyn College
BS, Health Science

Anu John Anu John West New York, New Jersey Details
Anu John's UBS Global Asset Management Experience 2009 - 2010
Job System Support Analyst at Barclays Capital
Industry Computer Software
Experience
Barclays Capital  June 2010 - May 2015
Infosys  May 2005 - May 2010
UBS Global Asset Management   2009 - 2010
UBS Investment Bank  February 2008 - August 2009
Deutsche Bank  July 2005 - January 2008

Skills
Management, Operations Management, ITIL, SDLC, Business Development, Outsourcing, Team Leadership, System Administration, Business Analysis, Change Management, IT Service Management, Microsoft SQL Server, Project Management, Requirements Analysis, SQL, Software Project..., Team Management, Vendor Management

Education
Bangalore University   2002 — 2005
BCA, Computer Applications

Bernard W. Chua Bernard W. Chua Greater New York City Area Details
Bernard W. Chua's UBS Global Asset Management Experience July 1999 - December 2003
Job
Industry Investment Management
Experience
American Century Investments  May 2006 - Present
Deutsche Bank Securities Inc.  January 2004 - May 2006
UBS Global Asset Management   July 1999 - December 2003
American Express Bank  November 1987 - June 1999

Skills
Equities, Investment Management, Portfolio Management, Mutual Funds, Product Development, Investment Strategies, Asset Allocation, Asset Management, Series 7, Securities, Wealth Management, Bloomberg, Investments, Capital Markets, Investment Advisory, Fund Of Funds, Business Development, Credit, Emerging Markets, ETFs, Separately Managed..., Equity Research, Hedge Funds

Education
University of California, Santa Barbara   1986 — 1987
MA

Ateneo de Manila University   1981 — 1985
AB

Xavier School   1969 — 1981

Joanne Rémillard Joanne Rémillard Greater New York City Area Details
Joanne Rémillard's UBS Global Asset Management Experience March 2015 - Present
Job Chief AML Officer Global Asset Management Americas
Industry Investment Banking
Experience
UBS Global Asset Management   March 2015 - Present
UBS  August 2009 - February 2015
CICA  October 2008 - October 2009
Deloitte  October 2002 - July 2009

Skills
Due Diligence, AML, Mutual Funds, Hedge Funds, Private Equity, Alternative Investments, Fund Accounting, Operational Risk..., Operational Risk, Internal Audit, Anti Money Laundering

Education
BPP Law School   2012 — 2013
Bachelor of Laws (LLB)

BPP Law School   2010 — 2012
Graduate Diploma in Law, Law

Pontificia Universidad Católica del Perú   2010 — 2010
Students International Exchange Program, Business Administration

Université Laval   2007 — 2010
MBA, Accounting

HEC Montréal   2005 — 2006
Specialized Graduate Diploma, Public Accounting

HEC Montréal   2002 — 2004
Bachelor, Business Administration

   2003 — 2003
Students International Exchange Program, Business Administration

Krik D. Angacian Krik D. Angacian Greater New York City Area Details
Krik D. Angacian's UBS Global Asset Management Experience June 2009 - August 2009
Job CoFounder & CEO at ProFormance Foods
Industry Food & Beverages
Experience
ProFormance Foods   April 2013 - Present
Rabobank  June 2010 - April 2013
UBS Global Asset Management   June 2009 - August 2009
U.S. District Court   June 2008 - August 2008
LaRouche Diamonds   2004 - 2008

Skills
Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Investment Banking, Business Valuation, Mergers, M, Mergers & Acquisitions, Due Diligence, Private Equity, Hustle, CEOs, Sales

Education
Boston College - Wallace E. Carroll Graduate School of Management   2007 — 2011
B.S., Finance

Cold Spring Harbor Highschool   2003 — 2007
High school diploma

Joseph Abinanti Joseph Abinanti New York, New York Details
Joseph Abinanti's UBS Global Asset Management Experience September 2012 - Present
Job Investment Consultant at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   September 2012 - Present
J.P. Morgan   January 2008 - April 2012
JPMorgan Chase  September 2006 - January 2008
Morgan Stanley  August 2005 - September 2006

Skills
Mutual Funds, Investments, Wealth Management, Management, CRM, Investment Strategies, Marketing Strategy, Sales, Portfolio Management, Series 7, Financial Advisory, Series 63, Uniform Combined State..., Securities, Alternative Investments, Asset Allocation

Education
Binghamton University   1999 — 2004
Bachelor of Science, Psychology

Megan Rotter (Slocum) Megan Rotter (Slocum) Greater Chicago Area Details
Megan Rotter (Slocum)'s UBS Global Asset Management Experience February 2015 - Present
Job Consultant Relations Associate at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   February 2015 - Present
UBS Global Asset Management   October 2010 - February 2015
The University of Chicago, Office of Investments  July 2009 - October 2010
Van Kampen Funds  October 2003 - January 2009
Van Kampen Investments  2003 - November 2008

Skills
Asset Management, Mutual Funds, Series 7, Asset Allocation, Alternative Investments, Microsoft Excel, Investments, Hedge Funds, Asset Managment, Securities, Wealth Management, Series 63, Investment Strategies, Fixed Income, Portfolio Management, Equities

Education
Carthage College   1999 — 2003

Karen Atwell, PCC Karen Atwell, PCC Fort Worth, Texas Details
Karen Atwell, PCC's UBS Global Asset Management Experience October 2006 - December 2008
Job VP Leadership & Talent Development at First Command Financial Services
Industry Human Resources
Experience
First Command Financial Services  August 2013 - Present
International Coach Academy  April 2013 - Present
Dynamic Perspectives, LLC   January 2009 - Present
UBS Global Asset Management   October 2006 - December 2008
Bank of America  2002 - 2006
Morgan Stanley  1997 - 2002
Computer Language Research  April 1981 - April 1993

Skills
Coaching, Change Management, Sales Management, Leadership, Staff Development, Productivity Consulting, Team Facilitation, Productivity, Strategic Partnerships, Emotional Intelligence, Strategy, Sales, Organizational..., Leadership Development, Recruiting, Personal Development, Business Development, Management Consulting, Management, Executive Coaching, Mergers & Acquisitions, Workshop Facilitation, Career Development, Team Building, Executive Development, MBTI, Talent Acquisition, Executive Management, Organizational..., Nonprofits, Consulting, 360 Feedback, Entrepreneurship, Organizational Design, Management Development, Business Coaching, Culture Change, Succession Planning, Performance Improvement, Career Management, Employee Training, Training

Education
International Coach Academy   2010 — 2012
Certified Professional Coach, Executive Coaching

Ohio University   1975 — 1977
Organizational Communications

California Coast University
BS, Business Management

Wendy Shulik Wendy Shulik Greater Los Angeles Area Details
Wendy Shulik's UBS Global Asset Management Experience March 2002 - February 2003
Job Account Manager at Brandinc Ltd
Industry Media Production
Experience
Brandinc Ltd   July 2015 - Present
WendyCity Productions   November 2008 - Present
Alanic International   September 2014 - May 2015
Applus Technologies  August 2012 - February 2013
U.S. Equities Realty, LLC   2006 - 2007
UBS Global Asset Management   March 2002 - February 2003
Four Points Digital / marchFIRST   December 1996 - November 2002

Skills
PowerPoint, Final Cut Pro, Outlook, Lotus Notes, Access, Microsoft Word, Oracle Applications, Salesforce.com, SAP, Microsoft Excel, QuickBooks, Video Editing, Public Relations, Video Production, Editing, Leadership, Social Media Marketing, Video, Social Media, Event Planning

Education
Arizona State University   1982 — 1987
Bachelor of Science (B.S.), Organizational Communication

Arizona State University
Organizational Communication

Sam Singh Sam Singh Greater New York City Area Details
Sam Singh's UBS Global Asset Management Experience November 2004 - January 2007
Job Vice President at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services  January 2015 - Present
Gemini Fund Services  September 2011 - December 2014
BNY Mellon  January 2007 - September 2011
UBS Global Asset Management   November 2004 - January 2007
Citigroup Asset Management  July 1999 - November 2004

Skills
Mutual Funds, Securities, Asset Management, Microsoft Excel, Investments, Hedge Funds, Equities, Financial Analysis, Outlook, Accounting, Customer Service, Microsoft Office, Bloomberg, Portfolio Management, Finance, Microsoft Word, Fixed Income, Access, Alternative Investments, PowerPoint, Fund Administration, Fund Accounting, Fund Of Funds, Investment Management, Financial Reporting, Derivatives, Bloomberg Terminal, Account Reconciliation, ETFs, Valuation, Options, Corporate Actions, Asset Allocation, Financial Services, Equity Derivatives, Swaps, Auditing

Education
City University of New York-Baruch College   1994 — 1999
Bachelor's Degree, Accounting

Richard Siegel Richard Siegel Greater Chicago Area Details
Richard Siegel's UBS Global Asset Management Experience November 1999 - December 2013
Job Financial analysis and accounting professional
Industry Financial Services
Experience
Accounting Resource   January 2014 - Present
Fantastic Sams International Corp  2015 - 2015
UBS Global Asset Management   November 1999 - December 2013
Paine Webber  March 1986 - November 1999

Skills
Financial Analysis, Fund Accounting, Financial Reporting, Account Reconciliation, Accounting, Financial Modeling, Financial Accounting, Internal Controls, IFRS, Bloomberg, Mutual Funds, Investments, Strategic Financial..., Corporate Finance, Finance, General Ledger, Financial Statements

Education
Adelphi University   1985 — 1988
Master of Business Administration (MBA), Finance

Long Island University, C.W. Post Campus   1975 — 1979
Bachelor of Science (B.S.), Marketing/Marketing Management, General

John F Kennedy High School - Bellmore New York

Ronald Martinez Ronald Martinez Brooklyn, New York Details
Ronald Martinez's UBS Global Asset Management Experience 1999 - 1999
Job Instrument Reference Data Manager – Operations at iGATE Technologies Inc
Industry Financial Services
Experience
iGATE Technologies Inc  October 2013 - Present
AllianceBernstein  2004 - 2013
State Street Bank  1999 - 2004
UBS Global Asset Management   1999 - 1999
UBS Global Asset Management   1998 - 1999

Skills
Fixed Income, Project Coordination, Equities, Derivatives, Database Administration, Securities, Corporate Actions, Bloomberg, Middle Office, Settlement, Bonds, Working knowledge of SQL, Bloomberg Terminal, Reuters, DTC, CAMRA, Factset, Interactive Data, Moody, Vendor Relationships, Third Party Vendor..., Credit Rating, Portfolio Management, Bloomberg Data License, Global Plus, MS Excel Pivot Tables, Vlookup, Hedge Funds, Trading, Data Stewardship, Data Administration, Investment Management, Asset Management, Trading Systems, Alternative Investments, Options

Education
Borough of Manhattan Community College
Associate of Arts (AA), Liberal art

CUNY SPS

Ahmed Nulla Ahmed Nulla San Francisco Bay Area Details
Ahmed Nulla's UBS Global Asset Management Experience October 2006 - March 2007
Job Strategic Consulting at LinkedIn: Transforming the way organizations recruit top talent
Industry Internet
Experience
LinkedIn  October 2014 - Present
LinkedIn  January 2012 - October 2014
Canadian Tire  November 2010 - January 2012
Maple Leaf Foods  July 2010 - November 2010
WIND Mobile  August 2009 - July 2010
RBC  July 2008 - March 2009
Citi  October 2007 - July 2008
Vonage  March 2007 - October 2007
UBS Global Asset Management   October 2006 - March 2007
Seneca College  January 2006 - October 2006

Skills
Talent Management, Recruiting, Social Media, Sourcing, Internet Recruiting, Human Resources, Leadership, New Hire Orientations, Interview Preparation, Change Management, Training, Employer Branding, Job Search Strategies, Staff Development, Career Counseling, Vendor Management, Employee Engagement, Recruitment Technology, Project Management, Strategy, Screening Resumes, Awesomeness, Employee Relations, Consulting, Temporary Placement, Performance Management, Negotiation, Leadership Development, Taleo, Technical Recruiting, Career Advising, Diversity Recruitment, Manage Client..., Coaching, Onboarding, Employee Benefits, Succession Planning, Creative Sourcing, Compensation Negotiation, Pipeline Building, Candidate Development, Global Recruitment, Instructional Design, Career Site Development, Coaching Recruiters, Talent Acquisition..., Hands-on Training, Training Delivery, CRM

Education
Brock University   2009 — 2012
Bachelor of Education, Adult Education

Seneca College of Applied Arts and Technology   2006 — 2007
Post Graduate Certificate in Human Resources, Human Resources Management

York University   1999 — 2004
BA Specialized Honours, Geography and Urban Studies

Sean Shepherd Sean Shepherd Scottsdale, Arizona Details
Sean Shepherd's UBS Global Asset Management Experience April 2000 - June 2007
Job Consultant
Industry Financial Services
Experience
AZSC Company   November 2013 - November 2014
VALCOR Consulting   February 2008 - February 2014
Esquire Solutions  May 2007 - December 2007
UBS Global Asset Management   April 2000 - June 2007
Penn Mutual  May 1995 - April 2000

Skills
Crowdfunding, Crowdsourcing, Alternative Financing, Finance, Business, Private Equity, Investments, Corporate Finance, Due Diligence, Valuation, Corporate Law, Private Placements, Securities, Capital Markets, Venture Capital, IPO, Financial Services, Business Planning, Auditing, Corporate Governance, Telemedicine, Intellectual Property, Management, FAS 5, Restructuring, Litigation Support, Mergers & Acquisitions, Strategic Planning, Business Development

Education
Arizona State University   1990 — 1994
B.S., Justice Studies

Ann Dakille Ann Dakille Hartford, Connecticut Area Details
Ann Dakille's UBS Global Asset Management Experience August 1983 - June 2007
Job Owner, AMD Interior Fashions
Industry Design
Experience
AMD Interior Fashions   October 2007 - Present
UBS Global Asset Management   August 1983 - June 2007

Education
Custom Home Furnishings Academy   2007 — 2009
Career Professional, Window Treatments

Central Connecticut State University
BS, Accounting

Kristin Blundo Kristin Blundo Greater New York City Area Details
Kristin Blundo's UBS Global Asset Management Experience March 2008 - May 2012
Job Marketing and Investor Relations at Indus Capital
Industry Investment Management
Experience
Indus Capital  May 2012 - Present
UBS Global Asset Management   March 2008 - May 2012
UBS Wealth Management  June 2006 - March 2008

Skills
Mutual Funds, Bloomberg, Series 7, Investments, Fixed Income, Asset Allocation, Alternative Investments, Portfolio Management, Hedge Funds, Equities, Asset Management

Education
Boston College - Carroll School of Management   2002 — 2006
Bachelor of Science (B.S.), Finance & Marketing

Myriam Maman Myriam Maman New York, New York Details
Myriam Maman's UBS Global Asset Management Experience November 2010 - Present
Job Head of Counterparty Risk and New Business at UBS Global Asset Management
Industry Banking
Experience
UBS Global Asset Management   November 2010 - Present
UBS Wealth Management  July 2006 - November 2010
UBS Investment Bank  October 2001 - June 2006
Deutsche Bank, NY NY   May 1995 - August 2001
Cooper & Lybrands, NY NY   June 1991 - April 1995

Skills
Risk Management, Financial Risk, Investments, Banking, Mutual Funds, Insurance, Auditing, Leadership, Hedge Funds, Fixed Income, Derivatives, Equities, Asset Management, Alternative Investments, Structured Products, Capital Markets, Investment Banking, Portfolio Management

Education
London Business School   2005 — 2006
Portfolio Management, Equities, Fixed Income and Alternatives

New York University - Leonard N. Stern School of Business   1990 — 1992
BS, Finance/Accounting

California State University-Sacramento
Mathematics

Lycee Champollion, Grenoble
Baccalaureat C, Mathematics & Physics

Thomas John Thomas John New York, New York Details
Thomas John's UBS Global Asset Management Experience June 2011 - August 2013
Job Operational Due Diligence at Barclays Wealth and Investment Management
Industry Investment Management
Experience
Barclays Wealth and Investment Management  September 2014 - Present
UBS Global Asset Management   June 2011 - August 2013
UBS Wealth Management  June 2008 - June 2011

Skills
Compliance, Series 7, Hedge Funds, AML, Asset Management, Investments, Mutual Funds, Securities, Fixed Income, FINRA, Series 63, Capital Markets, Derivatives, Equities, Fund Of Funds

Education
Boston College   2004 — 2008
Bachelor of Arts (B.A.), Economics

Laura O'Connor Laura O'Connor Houston, Texas Area Details
Laura O'Connor's UBS Global Asset Management Experience 2003 - 2003
Job Finance Manager at NorthStar Memorial Group
Industry Financial Services
Experience
Gastar Exploration Inc.   2013 - 2015
Halcon Resources Corporation  2011 - 2013
Anadarko Petroleum  2008 - 2011
Lehman Brothers  2004 - 2008
UBS Global Asset Management   2003 - 2003
Bill Graham Presents  2002 - 2002

Skills
Finance, Financial Modeling, Corporate Finance, Petroleum, Energy Industry, Project Management, Microsoft Excel, Presentations, Valuation, Strategic Marketing, Energy, Commodity, Risk Management, Strategic Financial..., Derivatives, Capital Markets, Bonds, Equity Capital Markets, Oral & Written..., Marketing, Due Diligence, Written & Oral..., Market Analysis, Financial Analysis, Investment Banking, Analysis, Mergers & Acquisitions, Commodity Markets, Commodity Risk..., Bloomberg, Hyperion Planning

Education
University of Texas-Austin   2000 — 2004
Bachelor's Degree, Finance / Business Honors

Bond University   2003 — 2003
Study Abroad - Business Administration

Yi Jiang Yi Jiang Greater New York City Area Details
Yi Jiang's UBS Global Asset Management Experience February 2013 - July 2014
Job Junior Quant
Industry Investment Banking
Experience
Societe Generale Corporate and Investment Banking - SGCIB  February 2015 - Present
Morgan Stanley  August 2014 - February 2015
UBS Global Asset Management   February 2013 - July 2014
Del Mar Asset Management  July 2011 - December 2011

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Corporate Finance, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Options, Risk Management, Statistics, Econometrics, Economics, Quantitative Research, Quantitative Analytics, Marketing Strategy, Inventory Management, Operations Management, Bartending, Team Leadership, Leadership, Communication, Mandarin, Chinese, Chinese culture, Hospitality, Bloomberg Software, Bloomberg Terminal, Finance, Hedge Funds, Data Analysis, Asset Management, Investments, VBA, Investment Strategies, Financial Risk, Fixed Income, Derivatives, Asset Allocation, Valuation, Investment Banking, Alternative Investments, Fund Of Funds, Portfolio Management, Bonds, Teamwork, Analysis, Technical Analysis

Education
Baruch College   2009 — 2012
Bachelor of Business Administration (BBA), Finance, General, 3.3

Anton Fedorov Anton Fedorov Greater New York City Area Details
Anton Fedorov's UBS Global Asset Management Experience August 2012 - Present
Job Product Specialist at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   August 2012 - Present
Rosbank   December 2009 - July 2010
Expert-Maxima   October 2009 - March 2010
UBS Global Asset Management   May 2007 - May 2008

Skills
Asset Managment, Investments, Consulting, Strategic Consulting, Commercial Banking, Marketing Communications, Loans, Mutual Funds, Product Development, Lipper, Morningstar, Zephyr Style Advisor, Strategic Insights, Finance, Communication Skills, Customer Service, Separately Managed..., Institutional Investors, Asset Management, Institutional..., Banking, Due Diligence, Financial Services, Fixed Income, Bloomberg, Market Research, Business Planning, Equities, Hedge Funds, Financial Analysis

Education
Brandeis University International Business School   2010 — 2012
MBA, International Finance, 3.61

Pace University - Lubin School of Business   2004 — 2009
Bachelor of Science (BS), Business Economics, Finance, 3.63

Jim Lee Jim Lee San Francisco Bay Area Details
Jim Lee's UBS Global Asset Management Experience June 2000 - April 2006
Job CLevel Technology Executive who enables organizations with technology innovation and leadership
Industry Insurance
Experience
McGraw Companies   CIO - InsuranceEnduranceNovember 2012 - May 2013
IBM Global Services - Integrated Technology Services   August 2012 - December 2012
Hearsay Social  January 2012 - August 2012
Adelphi University  January 2012 - May 2012
Marsh & McLennan  July 2006 - December 2011
UBS Global Asset Management   June 2000 - April 2006
.com Startup   1998 - 2000
Morgan Stanley  July 1997 - August 1998
IBM  1992 - 1997
Credit Suisse First Boston  October 1992 - April 1995

Skills
Outsourcing, Process Engineering, PMO, Application Development, Insurance, Asset Management, IT Governance, Vendor Management, IT Strategy, IT Outsourcing, Management Consulting, Shared Services..., Waterfall, Business Strategy, Global Delivery, Organizational..., IT Transformation, Leadership, Emotional Intelligence, Business Intelligence, Agile Methodologies, Software Quality..., SOA Governance, Prototype, Data Security, Data Science, Big Data, Data Analysis, Cloud Computing, Social Media, Governance, Software Development, Strategic Planning, Asset Managment, Project Management, Risk Management, Project Portfolio..., Enterprise Software, Business Analysis, IT Management

Education
Adelphi University   1988 — 1991
BBA, Finance

scott wilkin scott wilkin Greater Chicago Area Details
scott wilkin's UBS Global Asset Management Experience September 2012 - Present
Job Director of Research & Portfolio Manager at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   September 2012 - Present
UBS Global Asset Management   July 2003 - September 2012
SG Cowen Securities  June 1999 - July 2003
UBS Warburg  January 1997 - June 1999
Dura Pharmaceuticals  1995 - 1997
Boston Biomedical Consultants  June 1990 - September 1993

Skills
Valuation, Hedge Funds, Venture Capital, Equities, Alternative Investments, Equity Research, Private Equity, Asset Management, Investment Management, Financial Modeling, Investments, Capital Markets, Fixed Income, Investment Banking, Emerging Markets, Portfolio Management

Education
Harvard Business School   1993 — 1995
MBA

Bowdoin College   1986 — 1990
Bachelor of Arts (B.A.) - Biochemistry, minor in Economics

Jeremy Gagnon Jeremy Gagnon Greater New York City Area Details
Jeremy Gagnon's UBS Global Asset Management Experience 2004 - 2007
Job Senior Vice President at RIMES Technologies
Industry Financial Services
Experience
RIMES Technologies Corporation   May 2012 - Present
Private Investments  February 2009 - April 2012
Fidelity Worldwide Investment  February 2007 - February 2009
UBS Global Asset Management   2004 - 2007
UBS Global Asset Management   1999 - 2004
Enron Capital & Trade Resources  1996 - 1999
Financial Technologies International  May 1995 - October 1996
Bankers Trust  May 1993 - May 1995

Education
Bryant University   1989 — 1993
Bachelor of Science (BS)

Marta Olender- Gandy Marta Olender- Gandy Suffern, New York Details
Marta Olender- Gandy's UBS Global Asset Management Experience October 2013 - December 2014
Job Product Controller at UBS Swiss Investment Bank
Industry Financial Services
Experience
UBS Global Asset Management   October 2013 - December 2014
Saguenay Strathmore Capital  September 2011 - October 2013
Chilton Investment Company  October 2010 - May 2011
Chilton Investment Company  October 2010 - May 2011
Geller & Company  October 2007 - October 2010

Education
New York University   2003 — 2006
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services

City University of New York-Brooklyn College   2002 — 2006
Bachelor's degree, Accounting CPA Qualifying/ Business, Management and Finance

Michael Lemos Michael Lemos Wethersfield, Connecticut Details
Michael Lemos's UBS Global Asset Management Experience January 2015 - Present
Job Director, Compliance
Industry Financial Services
Experience
UBS Global Asset Management   January 2015 - Present
Saybrus Partners  January 2012 - December 2014
MetLife  March 2006 - December 2011
MetLife  July 2005 - March 2006
Travelers Life & Annuity  January 2004 - July 2005
Webster Bank  July 1999 - January 2004

Education
Central Connecticut State University

Donna DiMaria Donna DiMaria Rochester, New York Area Details
Donna DiMaria's UBS Global Asset Management Experience May 1994 - June 1997
Job CEO, Tessera Capital Partners, LLC
Industry Investment Management
Experience
Third Party Marketers Association   May 2006 - Present
Tessera Capital Partners, LLC   March 2004 - Present
Tessera Capital Services, LLC   March 2005 - December 2010
WestAM   July 2000 - September 2003
Forstmann-Leff International   May 1997 - July 2000
UBS Global Asset Management   May 1994 - June 1997
Kidder Peabody  1990 - 1993

Skills
Alternative Investments, Hedge Funds, Asset Managment, Investments, Portfolio Management, Equities, Private Equity, Investment Strategies, Asset Allocation, Investment Management, Mutual Funds, Investment Advisory, Series 7, Venture Capital, Fixed Income, Due Diligence, Wealth Management, Fund Of Funds, Valuation, Financial Modeling

Education
New York University - Leonard N. Stern School of Business   1997 — 1999
MBA, Finance

State University of New York at Binghamton   1984 — 1988
BS, Finance

Brooks Fleming Brooks Fleming Greater Chicago Area Details
Brooks Fleming's UBS Global Asset Management Experience June 2014 - August 2014
Job Sat for the July 2015 Illinois Bar
Industry Law Practice
Experience
Custom App Ventures LLC (CAV)   March 2015 - Present
The Law Offices of Marc J. Lane, a Professional Corporation   February 2015 - June 2015
Northern Trust Corporation  January 2015 - June 2015
Commodity Futures Trading Commission  August 2014 - December 2014
UBS Global Asset Management   June 2014 - August 2014
Financial Industry Regulatory Authority  January 2014 - May 2014
Chicago Kent College of Law  August 2013 - December 2013
UBS Global Asset Management   June 2013 - August 2013
The Rogers Law Group NFP  July 2011 - August 2012
Sterling Engineering  June 2010 - August 2010

Skills
Investment Strategies, Portfolio Management, Securities Regulation, Financial Regulation, Regulatory Compliance, Legal Research, Bankruptcy, Westlaw, Legal Writing, Lexis, Document Drafting, Due Diligence, Microsoft Excel, Detail Oriented, Market Regulation, Investments, ISDA Agreements, LexisNexis, Leadership

Education
Chicago-Kent College of Law, Illinois Institute of Technology   2012 — 2015
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law

Indiana University Bloomington   2007 — 2011
Bachelor of Arts (B.A.), Economics/Political Science, 3.65 Cumulative GPA

Soujanya Sridharan Soujanya Sridharan Greater Denver Area Details
Soujanya Sridharan's UBS Global Asset Management Experience July 2009 - September 2009
Job Studying MS Finance& Risk Management at University of Colorado,Denver
Industry Financial Services
Experience
Motilal Oswal Securities Ltd  April 2011 - May 2011
Repucom  November 2009 - May 2010
UBS Global Asset Management   July 2009 - September 2009

Skills
Finance, Financial Analysis, Microsoft Excel, Bloomberg, Analysis, Portfolio Management, Capital Markets, Mergers & Acquisitions, Team Management, Financial Modeling, Valuation, Stata

Education
University of Colorado Denver   2015 — 2017
Master's Degree, Finance and Risk Management, 3.8

St. Joseph's College Of Business Administration   2010 — 2012
Master of Business Administration (M.B.A.), Finance & Marketing

MES College of Arts,Commerce & Science   2006 — 2009
Bachelor’s Degree, Accounting and Finance

Bangalore University
P.UM.E.S

Bangalore University
S.S.L.CB P

Bernadette Witz Bernadette Witz Riverside, California Details
Bernadette Witz's UBS Global Asset Management Experience June 2014 - September 2014
Job Account Representative at Evista
Industry Marketing and Advertising
Experience
Evista   February 2015 - Present
The Mission Inn Hotel & Spa  September 2014 - February 2015
UBS Global Asset Management   June 2014 - September 2014
Tyler Galleria Mall / California Baptist University   January 2014 - April 2014

Skills
Event Planning, Event Management, Teamwork, Customer Service, Leadership, Sales, Marketing, Sports, Public Speaking

Education
California Baptist University   2010 — 2014
BS, Marketing

Susan Hutchison Susan Hutchison Greater New York City Area Details
Susan Hutchison's UBS Global Asset Management Experience 1985 - 1997
Job Director at MacKay Shields
Industry Investment Management
Experience
MacKay Shields  October 2004 - Present
Pareto Partners  2000 - 2004
Forstmann Leff   1998 - 2000
UBS Global Asset Management   1985 - 1997

Skills
Fixed Income, Portfolio Management, Asset Management, Equities, Investments, Hedge Funds, Alternative Investments, Derivatives, Capital Markets, Valuation

Education
Hunter College   1976 — 1989
BA, Economics/Biology

City University of New York-Hunter College
Bachelor's degree, Economics

Frank Schwall Frank Schwall New York, New York Details
Frank Schwall's UBS Global Asset Management Experience 2000 - 2002
Job Licensed Real Estate Salesperson
Industry Real Estate
Experience
Bond New York  2013 - Present
Blue Star Jets  2011 - 2013
1st Global  2008 - 2010
BAB   2006 - 2008
Manulife Financial  2002 - 2005
UBS Global Asset Management   2000 - 2002
PaineWebber  October 1993 - 2000
Plano ISD  1988 - 1993

Skills
Investment Properties, International Buyers, Real Estate, Public Speaking, Presentations, Real Estate Transactions, Sales Management, Management, Team Management, Negotiation, Leadership, Team Leadership, Sellers, Marketing Strategy, Corporate Relocation, Investments, Asset Managment, Program Management, Mutual Funds, Account Management, Sales, Business Development

Education
Baylor University   1982 — 1987
BS Education, Education

Berkner High School

Jack Pritchett Jack Pritchett Chicago, Illinois Details
Jack Pritchett's UBS Global Asset Management Experience October 2010 - June 2012
Job Sente Advisory
Industry Venture Capital & Private Equity
Experience
UBS Global Asset Management   October 2010 - June 2012
UBS Global Asset Management   December 2008 - October 2010
UBS Wealth Management  July 2008 - December 2008

Skills
Financial Modeling, Corporate Finance, Valuation, Getting to Yes, Getting The Job Done, Mergers & Acquisitions, Private Equity, Hedge Funds, Asset Management, Due Diligence, Capital Markets, Alternative Investments, Financial Analysis, Equities, Investments

Education
The University of Chicago - Booth School of Business   2011 — 2013
Master of Business Administration (M.B.A.), Finance, Accounting, Entrepreneurship

Vanderbilt University   2004 — 2008
Bachelor's degree, cum laude

Birkbeck College, University of London   2006 — 2006

Universidad Complutense de Madrid   2006 — 2006

Woodberry Forest School   2000 — 2004
summa cum laude

William Gural William Gural Haverford, Pennsylvania Details
William Gural's UBS Global Asset Management Experience June 2015 - August 2015
Job Summer Analyst at UBS Hedge Fund Solutions
Industry
Experience
UBS Global Asset Management   June 2015 - August 2015
Red Tettemer O'Connell + Partners   June 2014 - August 2014

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Social Networking, Event Planning, Social Media, Coaching, Public Speaking, Leadership, Teamwork, Data Analysis, Fundraising, Strategy, Financial Analysis

Education
Brown University   2012 — 2016
Bachelor’s Degree, Business Economics, Entrepreneurship, Organizations

Liset Diaz Liset Diaz Greater New York City Area Details
Liset Diaz's UBS Global Asset Management Experience September 2011 - December 2011
Job Robert Half Executive Search
Industry Executive Office
Experience
Robert Half Executive Search  April 2015 - Present
Infinity Consulting Solutions  June 2014 - February 2015
Barclays Corporate Banking  September 2013 - December 2013
HSBC Private Bank  May 2012 - March 2013
UBS Global Asset Management   September 2011 - December 2011
Ashurst  April 2010 - March 2011
Calyon Corporate & Investment   May 2009 - December 2009

Skills
Executive Assistant, Office Management, Receptionist Duties, Administrative..., Operations Management, Human Resources..., Customer Service, PowerPoint, Sales

Education
New City Technical College

New York University

Dominic Morgan Dominic Morgan United States Details
Dominic Morgan's UBS Global Asset Management Experience June 2012 - August 2012
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  April 2014 - Present
Accenture  June 2013 - March 2014
Apple  January 2013 - June 2013
Capital Reporting Company  November 2012 - May 2013
American University  August 2011 - May 2013
UBS Global Asset Management   June 2012 - August 2012
Claro Trade Finance, LLC   August 2011 - 2012
Pi Kappa Phi Fraternity: Theta Eta Chapter at American University   November 2010 - December 2011
Wells Fargo  May 2011 - August 2011
Public Financial Management  December 2010 - May 2011

Skills
Analysis, Finance, Microsoft Excel, Business Analysis, Microsoft Office, Access, Management, Financial Analysis, Portfolio Management, Financial Modeling, Budgets, Business Development, Project Management, Investments, Sales, Economics, Salesforce.com, Valuation, Budgeting, Risk Assessment, Financial Planning, Client Development, Wealth Management

Education
American University - Kogod School of Business   2009 — 2013
BSBA, Finance and Information Systems Technology

Frank Jaramillo Frank Jaramillo Greater New York City Area Details
Frank Jaramillo's UBS Global Asset Management Experience 2003 - 2006
Job Research Product Manager and Strategist
Industry Capital Markets
Experience
Bloomberg L.P.   July 2010 - Present
HITEC (Hispanic IT Executive Council)   2008 - 2011
UBS Wealth Management Research   2006 - 2010
UBS Global Asset Management   2003 - 2006
Merrill Lynch  1998 - 2003

Skills
Investment Research, Research Distribution, Wealth Management, RiXML, Business Analysis, Product Management, CRM, Vendor Management, Strategy, Analysis, Business Intelligence, Management, Project Management, Business Development, Fixed Income, Change Management, Equities, E-commerce, Capital Markets, Marketing, IT Strategy, Product Development, Sales, Latin America, International Business, Foreign Currency, Commodity, Economics, Technical Analysis, Energy

Education
New York University - Leonard N. Stern School of Business   1980 — 1985
MBA, Finance / Int'l Business

City University of New York City College   1974 — 1979
BEME, Mechanical Engineering

Derek Beckmann Derek Beckmann Chicago, Illinois Details
Derek Beckmann's UBS Global Asset Management Experience June 2001 - April 2002
Job Strategic Partnerships at Gather Mobile Pay
Industry Internet
Experience
Gather - Mobile Pay   2015 - Present
CampusBridge Solutions   January 2012 - Present
Hispanic Alliance for Career Enhancement  January 2011 - Present
Square  December 2014 - September 2015
Groupon  January 2013 - October 2013
EZLinks Golf, Inc.   August 2012 - December 2012
LocalVox  January 2012 - August 2012
Descuento Libre (Acquired by a subsidiary of Living Social)   January 2010 - December 2011
Eats.com   March 2002 - December 2009
UBS Global Asset Management   June 2001 - April 2002

Skills
New Business Development, Spanish, Strategic Partnerships, Sales Management, Email Marketing, SaaS, Non-profits, Strategic Consulting, Business Development, Start-ups, Entrepreneurship, Marketing Strategy, Market Research, Strategic Planning, Business Strategy, Marketing, Competitive Analysis, Online Advertising, Social Media Marketing, Strategy, Digital Marketing, Analytics, Salesforce.com, Integrated Marketing, E-commerce, Management Consulting, Leadership, Executive Management, Management, Mobile Marketing, Fundraising, Selling, Consulting, Sales, Finance, Training, Due Diligence, Investments, Negotiation, Private Equity, Recruiting, Lead Generation, Venture Capital, Business Planning, Mergers & Acquisitions, Online Marketing, Social Networking, CRM, Corporate Development

Education
Florida State University - College of Business   1996 — 1999
BS, BA, Finance, Economics

University of Florida   1994 — 1996
Finance and Economics

Carnegie Mellon University   1994 — 1995
Electrical Engineering

Tina Tse Tina Tse New York, New York Details
Tina Tse's UBS Global Asset Management Experience July 2011 - July 2012
Job Digital Marketing | RFPs | Social Media
Industry Investment Management
Experience
MacKay Shields LLC  November 2012 - Present
UBS Global Asset Management   July 2011 - July 2012
HSBC Global Asset Management  December 2009 - July 2011
AIG Investments  February 2005 - November 2009
Credit Agricole Asset Management   September 2001 - December 2004
PPM America, Inc.   July 1999 - August 2001
Invesco Hong Kong Ltd.   July 1995 - August 1998
Prudential Securities  July 1992 - March 1995

Skills
Alternative Investments, Capital Markets, Marketing, Investment Management, Integrated Marketing, Investment Advisory, Thought Leadership, Asset Managment, Content Development, Talent Management, Strategic Planning, Risk Management, Financial Markets, Bonds, Positioning, Cross-functional Team..., Strategy, Competitive Analysis, Institutional..., Marketing Communications, Investor Relations

Education
Boston University - School of Management
BSBA, Finance and Marketing

Perry Hopper Perry Hopper Greenwich, Connecticut Details
Perry Hopper's UBS Global Asset Management Experience June 2013 - August 2013
Job Analyst at UBS A&Q Hedge Fund Solutions
Industry
Experience
UBS A&Q Hedge Fund Solutions   June 2014 - Present
Bucknell University  August 2010 - May 2014
UBS Global Asset Management   June 2013 - August 2013
Silchester International Investors   June 2012 - July 2012
Knight Capital Group  June 2011 - August 2011

Skills
Stata, Microsoft Office, Research, Teamwork

Education
Bucknell University   2010 — 2014
Bachelor of Arts (B.A.), Economics & Political Science

Greenwich High School

Greenwich High School

Ben Nielson Ben Nielson Greater Chicago Area Details
Ben Nielson's UBS Global Asset Management Experience June 2004 - Present
Job Sr Investment Analyst at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   June 2004 - Present
Capital Group  January 2000 - August 2003
Merrill Lynch  March 1998 - January 2000

Skills
Hedge Funds, Asset Management, Financial Modeling, Equities, Valuation, Equity Research, Capital Markets, Alternative Investments, Fixed Income, Financial Analysis, Portfolio Management, Long/Short Equity, Bloomberg, Asset Managment, Investments, Finance

Education
The University of Chicago
MBA, Finance

Brigham Young University
BA, Economics

Alexander Woodcock Alexander Woodcock Greater Denver Area Details
Alexander Woodcock's UBS Global Asset Management Experience June 2009 - August 2010
Job Business / Operations Analyst at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds  August 2014 - Present
Julius Baer  July 2013 - May 2014
Bank of America Merrill Lynch  November 2011 - July 2013
Bank of America Merrill Lynch  July 2011 - December 2011
UBS Global Asset Management   June 2009 - August 2010

Skills
Project Management, Financial Services, Team Leadership, Fundraising, Mutual Funds, Transfer Agency, Data Analytics, Operational Risk, Reporting & Analysis, Compliance, Training, Compliance Monitoring, Regulatory Compliance, Compliance Program, Compliance Program..., Risk Assessment..., Monitoring and Testing, Controls Assessment, Risk Reporting, Surveillance, Asset Managment, Market Abuse, Microsoft Office, Business Intelligence, Policies and Procedures

Education
Aston University   2007 — 2011
BSc. Upper Second Class (2:1) Honours

Hereford Sixth Form College   2005 — 2007
A-Level

Christian Guirnalda Christian Guirnalda Greater New York City Area Details
Christian Guirnalda's UBS Global Asset Management Experience 1900 - 1900
Job Verizon Ventures
Industry Venture Capital & Private Equity
Experience
Verizon  August 2013 - Present
Verizon Wireless  March 2012 - August 2013
Huffington Post Media Group/ Patch Media   April 2011 - August 2011
American Express  March 2011 - April 2011
IBM Strategy Consulting- Media and Telecom   September 1900 - September 2010
UBS Global Asset Management   1900 - 1900

Education
Carnegie Mellon University - Tepper School of Business
BS, Computing and Information Technology, Manufacturing Management and Consulting

University of Michigan - Stephen M. Ross School of Business
MBA

Philip Brides Philip Brides Chicago, Illinois Details
Philip Brides's UBS Global Asset Management Experience July 2014 - Present
Job MultiAsset Fund Manager
Industry Financial Services
Experience
UBS Global Asset Management   July 2014 - Present
BlackRock  June 2002 - May 2014
Merrill Lynch Investment Managers  2002 - 2006

Skills
Derivatives, Mutual Funds, Asset Allocation, Risk Management, Portfolio Management, Asset Managment, Equities, Private Banking, Equity Trading, Trading, Hedging, Hedge Funds, Options, Financial Risk, Bloomberg, Asset Management, Alternative Investments, Equity Derivatives, Structured Products, Investment Strategies, Investment Management, Investments, Financial Markets

Education
Birkbeck, University of London   2006 — 2009
M.Sc., Financial Engineering

Trinity College Dublin   1998 — 2002
B.A. (Mod), Mathematics

Clongowes Wood College   1992 — 1998
Leaving Certificate

Dr. Golnoosh Hakimdavar Dr. Golnoosh Hakimdavar Greater New York City Area Details
Dr. Golnoosh Hakimdavar's UBS Global Asset Management Experience November 2004 - April 2005
Job Capacity Building, Law and Development, International Trade Development
Industry International Affairs
Experience
Max Planck Foundation for International Peace and the Rule of Law   October 2013 - Present
Keller Graduate School of Management  May 2013 - October 2013
Strayer University  September 2010 - May 2013
Cornell University Law School  February 2007 - May 2012
American Bar Association Rule of Law Initiative  April 2010 - June 2010
Sonnet Technologies  2005 - 2007
UBS Global Asset Management   November 2004 - April 2005
Wells Fargo  1999 - 2002

Skills
Negotiation, Research, Public Speaking, Contract Negotiation, Legal Research, Non-profits, Corporate Law, Higher Education, Strategic Planning, Teaching, Intellectual Property, Microsoft Office, Fundraising, Legal Writing, Litigation, PowerPoint, Legal Advice, Project Management, International Law, Nonprofits, International Relations, Policy Analysis, Community Outreach, Commercial Litigation

Education
Cornell Law School   2011 — 2012
LL.M., Law

Università degli Studi di Torino   2007 — 2010
PhD, Comparative Analysis of Law, Economics and Institutions

Chapman University, The George L. Argyros School of Business and Economics   2003 — 2005
MBA, Business Administration, Finance

California State University-Fullerton   2000 — 2002
B.A., Business Administration

Jack Drew Jack Drew Chestnut Hill, Massachusetts Details
Jack Drew's UBS Global Asset Management Experience June 2014 - July 2014
Job Student at Amherst College
Industry
Experience
Stifel Financial Corp.  June 2015 - August 2015
BISON.co  June 2014 - August 2014
UBS Global Asset Management   June 2014 - July 2014

Skills
Microsoft Office, Microsoft Word, Leadership, Social Media

Education
Amherst College   2012 — 2016
Mathematics

The Loomis Chaffee School
High School

Xaverian Brothers High School   2007 — 2011
High School

Nicole Niceforo Nicole Niceforo Greater New York City Area Details
Nicole Niceforo's UBS Global Asset Management Experience 2007 - 2011
Job
Industry Financial Services
Experience
UBS Global Asset Management   2007 - 2011
UBS Investment Bank  June 2006 - August 2006
Smith Barney - Citigroup  2001 - 2005
ABN AMRO Bank N.V.   1999 - 2001
J.P. Morgan   1997 - 1999
Bankers Trust Company  1996 - 1997

Skills
Emerging Markets, Fixed Income, Capital Markets, Equities, Trading, Financial Markets, Latin America, Options, Spanish, Business Development, International Finance, Financial Services, Bonds, Asset Management, International Relations, Client Relationship..., Series 7, Institutional, CRM, Corporate Finance, Portuguese, Foreign Languages, Central Banks, Sales, Sovereign, Offshore, Mexico, International Affairs, Cross-border...

Education
Columbia University in the City of New York
Masters of International Affairs

New York University
Graduate Certificate

Boston University
B.A.

Cold Spring Harbor High School

Pamela Tong Pamela Tong Los Angeles, California Details
Pamela Tong's UBS Global Asset Management Experience July 2007 - July 2008
Job Transfer Pricing Professional
Industry Financial Services
Experience
PwC  January 2015 - Present
BDO USA, LLP  October 2010 - January 2015
UBS Global Asset Management   July 2007 - July 2008
AIG  March 2001 - July 2007
Baring Asset Management (Asia) Ltd.   July 1994 - December 1998

Skills
Emerging Markets, Portfolio Management, Transfer Pricing, Investments, Risk Management, Equities, Fixed Income, Asset Allocation, Mutual Funds, Financial Modeling, Private Equity, Corporate Finance, Valuation, Bloomberg, Hedge Funds, Financial Analysis, Due Diligence, Financial Statement...

Education
Thunderbird School of Global Management
MBA

Baruch College, City University of New York (CUNY)
MST

Arizona State University
BSc

Ryan Hanssen Ryan Hanssen Greater Chicago Area Details
Ryan Hanssen's UBS Global Asset Management Experience May 2008 - June 2009
Job Financial Analyst at PNC Mortgage
Industry Financial Services
Experience
PNC Mortgage  January 2010 - Present
UBS Global Asset Management   May 2008 - June 2009
Washington Mutual  February 2006 - April 2008
Washington Mutual  January 2004 - February 2006
Washington Mutual  October 2002 - December 2003

Skills
Essbase, Business Objects, Microsoft Office, SQL, XP

Education
Auburn University   1997 — 2002
Marketing

Mika Teodori Mika Teodori Greater Chicago Area Details
Mika Teodori's UBS Global Asset Management Experience December 1993 - May 2000
Job Senior Vice President, Investment Director
Industry Financial Services
Experience
First Midwest Bank  May 2008 - Present
ABN AMRO Asset Management  September 2006 - December 2007
Fitch Ratings  June 2001 - August 2006
UBS Global Asset Management   December 1993 - May 2000

Skills
Portfolio Management, Asset Management, Investments, Credit Analysis, Fixed Income, Asset Managment, Securities, Bonds, Credit, Asset Allocation, Capital Markets, Bloomberg, Investment Strategies, Investment Management, Mutual Funds

Education
The University of Chicago Booth School of Business   1996 — 1999
MBA, Finance, Entrepreneurship

中央大学
Bachelor of Arts (BA), Economics

Atticus Fallon, CAIA Atticus Fallon, CAIA Greater New York City Area Details
Atticus Fallon, CAIA's UBS Global Asset Management Experience March 2007 - April 2013
Job Executive Director at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management  May 2013 - Present
UBS Global Asset Management   March 2007 - April 2013
U.S. Trust   2005 - 2007
John Hancock  1999 - 2005

Skills
Hedge Funds, Asset Allocation, Asset Managment, Mutual Funds, Alternative Investments

Education
Boston University - School of Management   2002 — 2004
MBA, Investments

University of Vermont   1994 — 1998
BS, Business

Bruce Ebnother Bruce Ebnother Greater New York City Area Details
Bruce Ebnother's UBS Global Asset Management Experience 1996 - October 2010
Job Portfolio Manager & Investment Risk Strategist
Industry Investment Management
Experience
Alpine Woods Capital Investors  September 2011 - Present
UBS Global Asset Management   1996 - October 2010
Smith Barney  1992 - 1995
Lieber & Co /The Evergreen Funds   1991 - 1992

Skills
Alternative Investments, Asset Managment, Real Estate, Portfolio Management, Investment Strategies, Equity Research, Securities, Equities, Hedge Funds

Education
Brown University
BA

Ranieri Araujo Ranieri Araujo Toronto, Canada Area Details
Ranieri Araujo's UBS Global Asset Management Experience 1998 - Present
Job On Site Support at UBS
Industry Investment Management
Experience
UBS  August 2000 - Present
UBS Global Asset Management   1998 - Present
RT Capital/ UBS Global Asset Management   1998 - Present
RT Capital Management   1998 - 2003

Skills
Remedy, NT 4.0, Incident Management, Remote Access, Bloomberg, Active Directory, Laptops, Citrix, XP, Blackberry, Desktop Support, Asset Management, ITIL, BMC Remedy, Asset Managment, Infrastructure, Technical Support, Disaster Recovery, Trading Systems, Fixed Income, Market Data, Hedge Funds, Equities, Windows XP, Capital Markets, Investments, Portfolio Management, Derivatives, Risk Management

Education
Universidade Católica de Brasília   1992 — 1994

Universidade Católica de Brasília   1986 — 1991

Corey Merrill Corey Merrill Salt Lake City, Utah Details
Corey Merrill's UBS Global Asset Management Experience June 2006 - August 2006
Job Relationship Banker at JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A.   June 2011 - Present
Wells Fargo  October 2009 - June 2011
Farm Bureau Financial Services  September 2008 - October 2009
UBS Bank USA  June 2007 - August 2007
UBS Wealth Management  2001 - 2007
UBS Global Asset Management   June 2006 - August 2006

Skills
Analytical Skills, Financial Analysis, Finance, Personal Finance, Insurance, Account Management, Operations Management, Sales Management, Project Management

Education
Brigham Young University   2001 — 2007
Finance

Kyle Concannon, CFA Kyle Concannon, CFA Chicago, Illinois Details
Kyle Concannon, CFA's UBS Global Asset Management Experience April 2014 - July 2015
Job Global Macro Product Specialist at William Blair & Company
Industry Financial Services
Experience
William Blair & Company  July 2015 - Present
UBS Global Asset Management   April 2014 - July 2015
UBS Global Asset Management   December 2012 - April 2014
UBS  July 2011 - December 2012
UBS Wealth Management  April 2009 - July 2011
UBS Investment Bank  July 2007 - April 2009

Skills
Financial Modeling, Financial Reporting, Bloomberg, Corporate Finance, Finance, Forecasting, Fixed Income, Business Analysis, Hedge Funds

Education
Boston College   2003 — 2007
BS, Finance / Information Systems

Boston College

Erik Kuijlaars Erik Kuijlaars Greater New York City Area Details
Erik Kuijlaars's UBS Global Asset Management Experience July 2007 - March 2014
Job Vice President at BNY Mellon
Industry Investment Management
Experience
Bank of New York Mellon - Dreyfus   March 2014 - Present
UBS Global Asset Management   July 2007 - March 2014
Morgan Stanley Investment Management  August 2005 - July 2007
UBS Global Asset Management   September 2002 - August 2005
Computershare, Inc  March 2001 - September 2002
Merrill Lynch  August 1995 - March 2001

Skills
Asset Managment, Mutual Funds, Alternative Investments, Investment Management, Series 7, Wealth Management, Fixed Income, Equities, Portfolio Management, Asset Management, Investment Strategies, Market Research, Product Management, Asset Allocation, Capital Markets, Due Diligence, Financial Services, Wealth Management..., Risk Management, Hedge Funds, Emerging Markets, Fund Of Funds, Financial Markets, FINRA, ETFs, Investment Advisory, Valuation, Securities, Series 63, Separately Managed..., Institutional..., Financial Analysis, Series 24, Investments, Relationship Management

Education
Adelphi University   1994 — 1995
MS, Banking & Money Mangement

Adelphi University   1991 — 1994
MBA, Finance

Fordham University   1987 — 1991
BA, Political Science/Economics

Brian Neary Brian Neary Greater New York City Area Details
Brian Neary's UBS Global Asset Management Experience July 2012 - Present
Job Director, Wholesale Business Manager at UBS Global Asset Management
Industry Wholesale
Experience
UBS Global Asset Management   July 2012 - Present
UBS Global Asset Management   August 2010 - September 2012
UBS Global Asset Management   July 2007 - August 2010
UBS Global Asset Management   June 2006 - July 2007
New Jersey Nets  January 2006 - May 2006

Skills
Series 7, Series 66, Mutual Funds, Hedge Funds, Managed Accounts, CFA Level 2 Candidate, Alternative Investments, Investment Management, Asset Allocation, Asset Management, Bloomberg, Fund Of Funds, Separately Managed..., Relationship Management, Investment Strategies, ETFs, Bloomberg Terminal

Education
City University of New York-Baruch College - Zicklin School of Business   2001 — 2006
Bachelors of Business Administration, Finance & Investment

Margot Nones Margot Nones Greater New York City Area Details
Margot Nones's UBS Global Asset Management Experience January 2003 - May 2005
Job Chief Process Officer at Pzena Investment Management
Industry Financial Services
Experience
Pzena Investment Management  October 2014 - Present
Pzena Investment Management  February 2013 - September 2014
Nones Ventures   January 2012 - January 2013
Evercore Asset Management, LLC   September 2005 - December 2011
UBS Global Asset Management   January 2003 - May 2005
Sanford C. Bernstein  July 1983 - December 2002
AllianceBernstein  2001 - 2002

Skills
Operations Management, Change Management, Employee Management, Strategy, Management, Start-ups, Program Management, Executive Management, Financial Services, Leadership, Investments, Hedge Funds

Education
Clark University   1981 — 1983
MBA, Finance

Connecticut College   1977 — 1981
BA, Art History

James Alston Jr James Alston Jr Greater New York City Area Details
James Alston Jr's UBS Global Asset Management Experience June 2003 - December 2006
Job IT Consultant
Industry Information Technology and Services
Experience
Deutsche Bank (GRMS IT Consulting)   September 2014 - April 2015
UBS Wealth Management  December 2006 - May 2014
UBS Global Asset Management   June 2003 - December 2006
PaineWebber / UBS Financial   August 1999 - June 2003
Colgate Palmolive  February 1997 - August 1999

Skills
Project Management, IT Service Management, Change Management, Microsoft Excel, ITIL, Disaster Recovery, Business Analysis, Linux, Enterprise Architecture, SDLC, IT Management, SharePoint, Data Center, IT Strategy, IT Operations, Solaris, Vendor Management, Servers, Troubleshooting, Unix, Requirements Analysis

Education
New Jersey City University   1994 — 1996
Bachelor of Science (BS), Business Administration and Management, General

Bowie State University   1992 — 1993

Thomas Creavin Thomas Creavin Greater New York City Area Details
Thomas Creavin's UBS Global Asset Management Experience September 2003 - June 2014
Job Compliance
Industry Financial Services
Experience
Lord, Abbett & Co. LLC   July 2014 - Present
UBS Global Asset Management   September 2003 - June 2014
FINRA  January 1997 - August 2003

Skills
FINRA, Securities, Series 7, Mutual Funds, Investment Management, Equities, Asset Management

Education
Boston University - School of Management   1988 — 1991
Master of Business Administration (M.B.A.)

University of Massachusetts, Amherst   1982 — 1986
BA, BDIC

Boston Latin Academy   1976 — 1982
hs

James Cave James Cave Sacramento, California Area Details
James Cave's UBS Global Asset Management Experience August 2008 - April 2010
Job Financial Advisor at Cetera Advisor Networks
Industry Financial Services
Experience
Cetera Advisor Networks LLC  February 2014 - Present
Edward Jones  2010 - January 2014
Allstate Financial Services  July 2009 - October 2010
UBS Global Asset Management   August 2008 - April 2010
Smith Barney  January 2004 - August 2008
Hewlett-Packard  June 1997 - December 2003

Skills
Retirement Planning, Wealth Management, Strategic Financial..., Financial Services, Finance, Fixed Annuities, Portfolio Management, Wealth, Nonprofits, Retirement, Mutual Funds, Series 7

Education
Consumnes River College   1999 — 2000
AA, Fire Science

MTI   1996 — 1997
MCSE, IT

California State University-Sacramento   1990 — 1995
BS, Criminal Justice

California State University-Sacramento   1990 — 1995
AA, Business

Chet Persaud Chet Persaud Greater New York City Area Details
Chet Persaud's UBS Global Asset Management Experience September 1998 - March 2014
Job CCO of Virtus Alternative Investment Advisers and Cliffwater Investments LLC
Industry Financial Services
Experience
Virtus Investment Partners  March 2014 - Present
UBS Global Asset Management   September 1998 - March 2014
Morgan Stanley Investment Management  September 1995 - September 1998
US Securities and Exchange Commission  September 1989 - September 1995

Skills
Series 7 and 3, Due Diligence, Investments, Hedge Funds, Securities, Derivatives, Mutual Funds, Risk Assessment, Internal Audit, AML, Loans, Alternative Investments, Fixed Income, Equities, Asset Management, Project Planning, Bloomberg, Investment Management, Anti Money Laundering, Series 7, Valuation

Education
Baruch College, City University of New York (CUNY)   1985 — 1989
BBA, Finance & Economics

Frank Curnan Frank Curnan Greater New York City Area Details
Frank Curnan's UBS Global Asset Management Experience July 2001 - February 2002
Job IT Consultant
Industry Financial Services
Experience
Barclays Wealth  November 2008 - Present
Lehman Brothers  2002 - 2008
UBS Global Asset Management   July 2001 - February 2002
Deutsche Bank  June 1994 - June 2000
Financial Trading Systems   1985 - 1989
American Express  1983 - 1985

Skills
Fixed Income, Asset Managment, Investment Banking, Equities, Trading Systems, Asset Management, Derivatives, Capital Markets, Vendor Management, Financial Services, Management, Business Analysis, Market Data, SDLC, Portfolio Management, Risk Management

Education
City University of New York   1969 — 1975
B.A., Economics/Computer Science

Liz Clifford Liz Clifford Greater Chicago Area Details
Liz Clifford's UBS Global Asset Management Experience October 2007 - March 2009
Job IAC at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments  April 2011 - Present
Global Asset Management  April 2009 - March 2010
UBS Global Asset Management   October 2007 - March 2009
UBS Global Asset Management   July 2006 - October 2007
UBS Global Asset Management   May 2005 - July 2006
UBS Wealth Management  May 2004 - May 2005
UBS PaineWebber  April 2001 - May 2004
Mutchler Pharmaceuticals Inc   October 1999 - March 2001

Education
Bucknell University
B.S, Chemical Engineering

Ray Gooley Ray Gooley Greater New York City Area Details
Ray Gooley's UBS Global Asset Management Experience January 2000 - December 2005
Job Chief Marketing Officer
Industry Financial Services
Experience
Advisors Asset Management, Inc.   October 2009 - Present
Clearbrook Financial  December 2005 - September 2009
UBS Global Asset Management   January 2000 - December 2005

Skills
Series 7, Asset Management, Managed Accounts, Mutual Funds

Education
Boston College   1987 — 1991
BA, Economics

Fairfield Prep High School   1984 — 1987

Ray DeSantis, ARPC, AIF Ray DeSantis, ARPC, AIF Providence, Rhode Island Area Details
Ray DeSantis, ARPC, AIF's UBS Global Asset Management Experience July 2002 - July 2003
Job Vice President of Sales,Resource Real Estate, New England/New York
Industry Financial Services
Experience
Resource Real Estate  November 2011 - Present
ADP Retirement Services  May 2008 - December 2011
Fidelity Investments  June 2003 - May 2008
UBS Global Asset Management   July 2002 - July 2003

Skills
401k, Mutual Funds, Investments, Finance, Financial Advisory, Series 63, Series 7, Retirement Planning, Asset Allocation, Series 6, Wealth Management, Asset Management, Retirement, Alternative Investments, Securities, Financial Services, Investment Advisory, FINRA, Investment Strategies, Portfolio Management

Education
Bryant University   2005 — 2007
MBA, Business

Saint Anselm College   1996 — 2000
BA, Business

Boston University

Felipe Aggiunti Yoshida Felipe Aggiunti Yoshida Boston, Massachusetts Details
Felipe Aggiunti Yoshida's UBS Global Asset Management Experience June 2014 - August 2014
Job Portfolio Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management  August 2015 - Present
UBS Global Asset Management   June 2014 - August 2014
Banco Santander  October 2010 - June 2013
University of Illinois at Urbana-Champaign  May 2008 - December 2008

Skills
VBA, C++, SQL, Market Risk, Portfolio Management, Matlab, Fixed Income

Education
Carnegie Mellon University - Tepper School of Business   2013 — 2015
MSCF/MBA Dual, Financial Mathematics

Universidade de São Paulo   2004 — 2009
Engineer's degree, Computer Engineering

University of Illinois at Urbana-Champaign   2007 — 2008
Computer Engineering

Brad Rosenberg, MSF, CETF, CHP Brad Rosenberg, MSF, CETF, CHP Greater Chicago Area Details
Brad Rosenberg, MSF, CETF, CHP's UBS Global Asset Management Experience November 2008 - December 2010
Job Business Analyst/Project Manager at Invesco US
Industry Financial Services
Experience
Invesco US  July 2014 - Present
Performance Trust Capital Partners  January 2013 - July 2014
Performance Trust Capital Partners  April 2012 - December 2012
Guggenheim Partners  January 2012 - April 2012
Guggenheim Funds Distributors, Inc  January 2011 - December 2011
UBS Global Asset Management   November 2008 - December 2010
State Street Bank and Trust Company  September 2007 - November 2008
State Street Bank & Trust  October 2006 - September 2007
Investor's Bank & Trust Company   June 2005 - September 2006

Skills
Bloomberg, Fixed Income, Capital Markets, Mutual Funds, Financial Reporting, Investment Products, Securities, Financial Services, Microsoft Office, MorningStar Direct, Excel, ETFs, Financial Markets, Hedge Funds, Alternative Investments, Fund Accounting, Investments, PowerPoint, Word, Outlook, Zephyr StyleAdvisor, Lehman Point, GIMII, Barclays Capital LIve, Hedge Fund Strategies, Hedge Fund Due Diligence, Hedge Fund Portfolio..., Fund Of Funds, Offshore Funds, Master Limited..., Bloomberg Data License, Exchange Traded Notes, Eagle PACE

Education
Brandeis International Business School   2007 — 2009
Masters of Science, Finance

Muhlenberg College   2001 — 2005
Bachelors of Arts, Business Administration (Managarial Finance) and International Studies (Global Trade)

SIT: Switzerland   2004 — 2004

Benjamin Kant Benjamin Kant Greater Chicago Area Details
Benjamin Kant's UBS Global Asset Management Experience 2006 - 2006
Job Founder/CEO Metropolitan Farms
Industry Food Production
Experience
Metropolitan Farms   December 2011 - Present
Sustainable Living LLC   July 2009 - Present
Trudo Realty  June 2012 - October 2012
HAS/HASCAP   October 2010 - September 2011
ellaWrap   2009 - 2010
Centre for Social and Environmental Accounting Research   April 2009 - October 2009
UBS Global Asset Management   2006 - 2006
United States Senate  2005 - 2005

Skills
Report Writing, Financial Modeling, Economics, Sustainability, Quantitative Analytics, Valuation, Analysis, Ethics, Stakeholder Engagement, Due Diligence, Research, Corporate Social..., Data Analysis, Financial Analysis, Policy Analysis, Entrepreneurship, Statistics, Business Strategy, Real Estate Development, Market Research, Market Analysis, Strategy, Start-ups, Mergers, Strategic Planning

Education
Chicago Botanic Garden
Midwest Gardening Certificate, Applied Horticulture/Horticulture Operations, General

University of Illinois at Chicago   2010 — 2012
MBA, Real Estate

University of St. Andrews   2007 — 2009
M.Litt., Finance/Management

Brandeis University   2003 — 2007
BA, Politics, Economics, Globalization, Classics

Daryl Eckman Daryl Eckman Mission, Kansas Details
Daryl Eckman's UBS Global Asset Management Experience October 1999 - May 2007
Job Eckman Wealth Management LLC.
Industry Financial Services
Experience
Eckman Wealth Management LLC.   January 2012 - Present
FFEC   2007 - February 2012
UBS Global Asset Management   October 1999 - May 2007

Education
Arizona State University, W. P. Carey School of Business

Trevor Chambers Trevor Chambers Greater Chicago Area Details
Trevor Chambers's UBS Global Asset Management Experience July 2006 - August 2010
Job SVP Global Banking & Markets Financial Control at HSBC
Industry Investment Management
Experience
HSBC  August 2010 - Present
UBS Global Asset Management   July 2006 - August 2010
Washington Mutual Bank  2004 - 2006

Skills
Accounting, Strategic Financial..., Financial Accounting, Financial Modeling, SEC filings, Financial Analysis, Financial Reporting, Internal Controls, Asset Management, Corporate Finance, Sarbanes-Oxley Act, GAAP, Auditing, US GAAP, Finance, Cash Management

Education
Brigham Young University   1989 — 1996
Masters, Accounting

Melissa Sirico Melissa Sirico Greater New York City Area Details
Melissa Sirico's UBS Global Asset Management Experience April 2001 - April 2006
Job Financial Services Professional
Industry Financial Services
Experience
UBS Global Asset Management   April 2001 - April 2006
Bear Stearns  January 1998 - February 2001

Education
City University of New York-Hunter College   1988 — 1992
BS, A

Todd Meadow Todd Meadow Greater New York City Area Details
Todd Meadow's UBS Global Asset Management Experience October 2006 - May 2007
Job Vice President at Nomura Securities
Industry Financial Services
Experience
Nomura Securities  November 2009 - Present
Goldman Sachs Asset Management  June 2007 - May 2009
UBS Global Asset Management   October 2006 - May 2007
Amaranth  January 2005 - October 2006
King and Spalding  September 2000 - January 2005

Skills
Equities, Capital Markets, Private Equity, Derivatives, Valuation, Fixed Income, Financial Modeling

Education
The University of Connecticut School of Law   1997 — 2000
JD, Law

Lehigh University - College of Business and Economics   1992 — 1996
B.S., Finance

Choate Rosemary Hall   1988 — 1992

Stephanie Scarlata Stephanie Scarlata Greater New York City Area Details
Stephanie Scarlata's UBS Global Asset Management Experience September 2001 - Present
Job Executive Director at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   September 2001 - Present
Van Kampen Investments  December 1991 - September 2001

Skills
Wealth Management, Securities, Institutional Investors, Buy-side, Capital Markets, Wealth Management..., Equities, Fixed Income, Financial Services, Financial Markets, Separately Managed..., High Net Worth..., Institutional..., Retirement Planning, Wealth, Relationship Management, Asset Management, Private Banking, Series 7, Series 63, Financial Advisory, Bonds, Retirement, Investor Relations, Strategic Financial..., 401k, Financial Analysis, Valuation, Investments, Alternative Investments, Financial Planning

Education
Fordham University - Graduate School of Business Administration   2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General

Chestnut Hill College   1983 — 1987
BA, Political Science

Julie Schoening Julie Schoening Greater Chicago Area Details
Julie Schoening's UBS Global Asset Management Experience 2010 - Present
Job Portfolio Manager, Emerging Markets Debt at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   2010 - Present
Deephaven Capital Management  January 2007 - March 2009
Principal Global Investors  2003 - 2007
AEGON USA Investment Management  2001 - 2003
The Chase Manhattan Bank  1997 - 2000

Skills
Fixed Income, Emerging Markets, Portfolio Management, Bloomberg, Economics, Financial Analysis, Alternative Investments, Global Macro

Education
Columbia University - School of International and Public Affairs   1995 — 1997
MA

Carleton College
BA, Mathematics

The Brearley School

Anna Taam Anna Taam New York, New York Details
Anna Taam's UBS Global Asset Management Experience 2006 - 2010
Job .
Industry Financial Services
Experience
North Valley Advisors   2012 - 2013
UBS Global Asset Management   2006 - 2010

Education
Barnard College
AB, Computing Science

Columbia University in the City of New York

New York University - Leonard N. Stern School of Business
MBA, Finance

Chip Flaherty, CFA Chip Flaherty, CFA Greater Boston Area Details
Chip Flaherty, CFA's UBS Global Asset Management Experience 1993 - 2009
Job First Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  2009 - Present
UBS Global Asset Management   1993 - 2009

Skills
Portfolio Management, Series 7, Wealth Management

Education
Babson College
MBA, Finance

Boston College
BA, Economics

CFA Institute
Chartered Financial Analyst

Tamika Bradford Tamika Bradford Greater Chicago Area Details
Tamika Bradford's UBS Global Asset Management Experience September 2003 - Present
Job Client Service Specialist
Industry Financial Services
Experience
UBS Global Asset Management   September 2003 - Present
UBS Global Asset Management   September 2003 - Present

Skills
Mutual Funds, Investments, Portfolio Management, Securities, Account Reconciliation, Fund Administration, Bloomberg, Derivatives, Financial Services, Asset Management, Financial Analysis, Financial Modeling, Accounting, Fund Accounting, Microsoft Excel, Hedge Funds, Fund Of Funds, Process Improvement, Separately Managed..., Back Office, Valuation, Asset Allocation, Equities, Fixed Income, Alternative Investments, Internal Audit, Investment Management, Cash Management, Finance, Outlook, Funding, Reporting & Analysis, Microsoft Office

Education
Keller Graduate School of Management of DeVry University   2004 — 2007
MBA

Clark Atlanta University   1993 — 1997
BA

Clark Atlanta University   1993 — 1997
BA

Marcia Curtin Marcia Curtin Hartford, Connecticut Area Details
Marcia Curtin's UBS Global Asset Management Experience Associate Director AccountingUBS Global Asset ManagementApril 1999 - October 2005
Job Associate Director at UBS Global Asset Management
Industry Commercial Real Estate
Experience
UBS Global Asset Management   Associate Director AccountingUBS Global Asset ManagementApril 1999 - October 2005
CIGNA  1994 - April 1999
CIGNA  February 1992 - 1995
Ernst & Young  July 1988 - February 1992

Education
Central Connecticut State University   1985 — 1988
BS, Accounting

MaryEllen Keenan MaryEllen Keenan Greater New York City Area Details
MaryEllen Keenan's UBS Global Asset Management Experience 2006 - 2008
Job CRM Marketing Manager at Marks Paneth & Shron
Industry Accounting
Experience
Marks Paneth & Shron   2008 - Present
UBS Global Asset Management   2006 - 2008
AXA Equitable  1998 - 2006

Education
City University of New York-Brooklyn College
BS, Health Science

Matthew Lynch Matthew Lynch Hartford, Connecticut Area Details
Matthew Lynch's UBS Global Asset Management Experience July 2004 - Present
Job HeadGlobal Real EstateUS at UBS Global Asset Management
Industry Real Estate
Experience
UBS Global Asset Management   July 2004 - Present
UBS Realty Investors LLC  July 1996 - June 2004

Education
Boston University School of Law   1981 — 1984
JD

Harvard University   1975 — 1979
AB, History

Vincent Russo Vincent Russo Greater New York City Area Details
Vincent Russo's UBS Global Asset Management Experience January 2013 - Present
Job Director: Manager Research Analyst at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   January 2013 - Present
UBS Global Asset Management   April 2007 - December 2012
Deutsche Bank  2005 - 2007
MetLife  2003 - 2005
AllianceBernstein  1999 - 2003

Skills
Asset Managment, Hedge Funds, Asset Allocation, Mutual Funds, Equities, Investments, Series 7, Fixed Income, Portfolio Management, Bloomberg, Alternative Investments, Investment Management, Derivatives, Investment Strategies, Valuation, Securities, Asset Management, Fund Accounting, ETFs, Wealth Management, Fund Of Funds, Trading, Structured Products, Series 63, Equity Research, Financial Services, Emerging Markets, Financial Modeling, Corporate Finance, Hedging, Trading Systems, Equity Derivatives, Financial Advisory, Uniform Combined State..., FINRA, Financial Markets, FX Options, Capital Markets, Investment Banking, Investment Advisory, Separately Managed..., Options

Education
Fordham University - Graduate School of Business Administration   2006 — 2009
MBA, Finance and Managment

Bloomsburg University of Pennsylvania   1994 — 1998
bachelors, finance

Dan Reagan Dan Reagan Greater New York City Area Details
Dan Reagan's UBS Global Asset Management Experience June 2014 - May 2015
Job Associate at Artisan Partners
Industry Investment Management
Experience
Artisan Partners  June 2015 - Present
UBS Global Asset Management   June 2014 - May 2015
Balyasny Asset Management L.P.   October 2013 - May 2014
Hamlin Capital Management  2011 - 2013

Skills
Hedge Funds, Equity Research, Financial Modeling, Equities, Mutual Funds, Valuation

Education
New York University - Leonard N. Stern School of Business   2013 — 2015
Master of Business Administration (MBA), Finance and Quantitative Finance

Bowdoin College   2006 — 2010
B.A., Economics and Biology

Anna (Yu Yan) Ng Anna (Yu Yan) Ng Greater New York City Area Details
Anna (Yu Yan) Ng's UBS Global Asset Management Experience November 2000 - August 2009
Job Real Estate Professional
Industry Real Estate
Experience
UBS Global Asset Management   November 2000 - August 2009

Education
Binghamton University - School of Management   1994 — 1998
Bachelor of Science, Accounting

David Strouse David Strouse Greater Chicago Area Details
David Strouse's UBS Global Asset Management Experience September 2001 - August 2012
Job at
Industry Investment Management
Experience
AMP Capital  September 2012 - Present
UBS Global Asset Management   September 2001 - August 2012
UBS Global Asset Management   1991 - 2001

Skills
Portfolio Management

Education
Benedictine University   1985 — 1987
MBA, Finance

Valparaiso University   1981 — 1984
BS, Business Administration, Minor - Info Systems

Peter Corritori, MBA Peter Corritori, MBA Greater New York City Area Details
Peter Corritori, MBA's UBS Global Asset Management Experience November 2003 - December 2005
Job Regional Vice President at Mirae Asset Global Investments
Industry Financial Services
Experience
Mirae Asset Global Investments (USA) LLC   October 2010 - Present
MFS Investment Management, Inc   October 2005 - November 2010
Asia Field Seminar   May 2008 - June 2008
MFS Investment Management  November 2005 - February 2006
UBS Global Asset Management   November 2003 - December 2005

Skills
Emerging Markets, Analysis, Financial Analysis, Research, Asset Allocation, Client Service, Public Speaking, Equities, Mutual Funds

Education
Boston University - School of Management   2007 — 2010
MBA, Finance

Union College   1998 — 2002
BA, Economics/Spanish

Fordham Prep

Justice M. Stamps Justice M. Stamps Greater Chicago Area Details
Justice M. Stamps's UBS Global Asset Management Experience September 1999 - December 2001
Job Executive Director Marion Nzinga Stamps Youth Center
Industry Nonprofit Organization Management
Experience
Marion Stamps Youth Initiative   September 2004 - Present
Official Chicago Sky  May 2013 - Present
Delta Sigma Theta Sorority, Inc.   2012 - Present
Chicago Public Schools  September 1995 - June 2007
Morgan Stanley  July 2003 - September 2004
UBS Global Asset Management   September 1999 - December 2001

Skills
Public Speaking, Program Management, Community Outreach, Non-profits, Fundraising, Project Management, Process Improvement, Nonprofits, Microsoft Excel, PowerPoint, Strategic Planning, Customer Service, Leadership Development, Team Building, Management, Event Planning, Leadership, Teaching, Organizational..., Program Development, Outlook, Staff Development, Training, Policy, Volunteer Management, Grants, Recruiting, Coaching, Administration, Proposal Writing, Research, Grant Writing, Program Evaluation, Entrepreneurship, Workshop Facilitation, Social Networking, Healthcare, Analysis, Marketing, Budgets, Change Management, Team Leadership, Public Relations, Conflict Resolution, Event Management, Higher Education, Government, Community Development, Social Media, Editing

Education
American College of Education   2013 — 2014
Masters of Education, Educational/Instructional Technology

DePaul University   1993 — 1995
BS, Business Administration

chakravarthy chaparala chakravarthy chaparala Greater Chicago Area Details
chakravarthy chaparala's UBS Global Asset Management Experience 2013 - 2015
Job Senior Programmer Analyst at Fiserv
Industry Information Technology and Services
Experience
Fiserv  April 2013 - Present
UBS Global Asset Management   2013 - 2015
UBS Global Asset Management   2013 - 2015
Sonata Software  February 2008 - April 2013
Symphony services  March 2005 - March 2006

Skills
Requirements Analysis, UML, Requirements Gathering, Visio, XML, SQL, C++, C, Oracle Pro*C, Unix, Shell Scripting, Informix 4GL, Agile Methodologies, SDLC

Education
Bangalore University   1997 — 2001
Bachelor of Engineering (B.E.), Electronics and Telecommunication

Maria Bascetta Maria Bascetta Hartford, Connecticut Area Details
Maria Bascetta's UBS Global Asset Management Experience April 1995 - October 2007
Job Client Relationship Manager at UBS Realty Investors
Industry Commercial Real Estate
Experience
UBS Realty Investors  October 2007 - Present
UBS Global Asset Management   April 1995 - October 2007

Skills
Commercial Real Estate, Financial Analysis, Investor Relations, Marketing Strategy, Asset Management, Investments, Alternative Investments, Real Estate

Education
Central Connecticut State University   1981 — 1985
B.S, Accounting

Jamie Bebrin Jamie Bebrin Greater New York City Area Details
Jamie Bebrin's UBS Global Asset Management Experience April 2015 - Present
Job Associate Director – Senior Fund Administrator, Fund Treasury at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   April 2015 - Present
AMG Funds  April 2012 - December 2014
AMG Funds  July 2009 - April 2012
AMG Funds  June 2007 - June 2009

Skills
Mutual Funds, Asset Management, Equities, Fixed Income, Alternative Investments, Investments, Financial Services, Securities, Portfolio Management

Education
Bentley University   2003 — 2007
Bachelor, Corporate Finance and Accounting

Jocelyn Saxon Jocelyn Saxon Greater Chicago Area Details
Jocelyn Saxon's UBS Global Asset Management Experience 2005 - Present
Job Strategist at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   2005 - Present

Education
Boston College   1997 — 2001

Northwestern University

David Strouse David Strouse Greater Chicago Area Details
David Strouse's UBS Global Asset Management Experience May 1988 - August 2012
Job Private Investor
Industry Investment Management
Experience
DS Investments   February 2013 - Present
AMP Capital  September 2012 - January 2013
UBS Global Asset Management   May 1988 - August 2012
Brinson Partners  September 1991 - September 2001

Skills
Asset Managment, Credit, Hedge Funds, Fixed Income, Asset Management, Portfolio Management, Equities, Alternative Investments, Investments, Asset Allocation, Investment Strategies, Capital Markets, Derivatives, Mutual Funds, High Yield, Private Equity, Equity Derivatives, Trading Systems, Structured Products, Credit Analysis

Education
Benedictine University   1985 — 1987
MBA, Finance

Valparaiso University   1981 — 1984
BS, Business Administration, Minor in Information Systems

Wesley Ip Wesley Ip Toronto, Canada Area Details
Wesley Ip's UBS Global Asset Management Experience January 2011 - April 2011
Job Candidate for Masters of Science in Computational Finance
Industry Financial Services
Experience
AlertDriving  September 2014 - July 2015
CIBC  September 2013 - December 2013
Ontario Teachers' Pension Plan  September 2012 - December 2012
Validus Research   January 2012 - April 2012
UBS Global Asset Management   January 2011 - April 2011

Skills
VBA, Microsoft Excel, Financial Modeling, Python, Statistics, Data Analysis, MS SQL, Insurance, Risk Management

Education
Carnegie Mellon University   2015 — 2016
Master’s Degree, Computational Finance

University of Waterloo   2009 — 2014
Bachelor’s Degree, Mathematics

Wilfrid Laurier University   2009 — 2014
Bachelor’s Degree, Business Administration

Henry Doorn Henry Doorn Greater Chicago Area Details
Henry Doorn's UBS Global Asset Management Experience October 1989 - January 2000
Job Executive Director at Barnabas Foundation
Industry Nonprofit Organization Management
Experience
Barnabas Foundation  September 2000 - Present
UBS Global Asset Management   October 1989 - January 2000
Brinson Partners  October 1989 - January 2000
KPMG US  August 1981 - September 1989

Skills
Financial Analysis, Strategic Planning, Non-profits, Fundraising, Alternative Investments, Philanthropy, Annual Giving, Non-profit..., Program Development, Stewardship, Volunteer Management, Board Development, Microsoft Office, Customer Service, Management Consulting, Planned Giving, Higher Education, Staff Development, Project Management, Community Outreach, Leadership Development, Public Relations, Nonprofits

Education
Trinity Christian College   1979 — 1981
BS, Accounting

Calvin College   1977 — 1979

Jenifer Shapiro Jenifer Shapiro Washington D.C. Metro Area Details
Jenifer Shapiro's UBS Global Asset Management Experience May 2002 - July 2003
Job Manager, Valuation Services, Inc.
Industry Financial Services
Experience
Stout Risius Ross  January 2012 - February 2013
Valuation Services, Inc.   August 2006 - August 2010
UBS Global Asset Management   May 2002 - July 2003
Citigroup Asset Management  April 2001 - May 2002
Morgan Stanley  September 1999 - January 2001

Education
American University   2004 — 2006
MA, International Affairs

American University - Kogod School of Business   2004 — 2006
MBA, Finance

Tufts University   1995 — 1999
BA, International Relations

Scarborough High School   1991 — 1995
HS Diploma

Andrea Marciani Andrea Marciani Tampa/St. Petersburg, Florida Area Details
Andrea Marciani's UBS Global Asset Management Experience September 2015 - Present
Job Customer Service Associate at UBS
Industry Financial Services
Experience
UBS Global Asset Management   September 2015 - Present
JOHN MORGAN PHOTOGRAPHY   April 2008 - Present

Skills
Hospitality, Restaurant Management, Inventory Management, Restaurants, Menu Development, Event Planning, Marketing, Food & Beverage, Event Management, Customer Service, Hospitality Industry, Food, Diversity Training, Food Service, Microsoft Excel, PowerPoint, Promotions, Cross-Cultural Training, Management, Time Management, Microsoft Word, Outlook, Financial Analysis, Bookkeeping

Education
Eckerd College   2012 — 2013
Bachelor of Arts (BA)

City University of New York-Baruch College - Zicklin School of Business   2005 — 2009

Anne G. Glass Anne G. Glass Boise, Idaho Area Details
Anne G. Glass's UBS Global Asset Management Experience 2003 - 2005
Job Feed the Gap, Inc.
Industry Philanthropy
Experience
Feed the Gap, Inc., (feedthegap.org)   May 2012 - Present
LECG  2005 - 2007
UBS Global Asset Management   2003 - 2005
Glass Construction   1997 - 2003
Public Employees Retirement System of Idaho   1995 - 1997
Merrill Lynch  1991 - 1997

Skills
Strategic Planning, Mergers, Business Strategy, Start-ups, Financial Analysis, Management, Mergers & Acquisitions, Strategy, Securities, Marketing, Program Management, Fundraising, Nonprofits, Entrepreneurship, Analysis, Leadership

Education
Boise State University
Bachelor of Arts (B.A.), Elementary Education and Teaching

NASD, NYSE, SEC, MSRB Licenses
Series 7; Series 63; Series 66; Multi-State Life and Health Insurance License

Collyn Bradley Collyn Bradley Greater Boston Area Details
Collyn Bradley's UBS Global Asset Management Experience June 2006 - August 2007
Job Project Manager, Patient Monitoring & Recovery at Medtronic
Industry Medical Devices
Experience
Medtronic  July 2015 - Present
Covidien  December 2012 - July 2015
Covidien  March 2012 - December 2012
Covidien  April 2011 - March 2012
Covidien  June 2008 - April 2011
UBS Global Asset Management   June 2006 - August 2007

Education
Boston University Graduate School of Management   2011 — 2014
MBA

University of Michigan   2011 — 2011
Lean Manufacturing Certificate

Wheaton College (MA)   2004 — 2008
BA, Mathematics, Political Science, Secondary Education

Bromfield

Barbara Castelli Barbara Castelli United States Details
Barbara Castelli's UBS Global Asset Management Experience February 1982 - Present
Job Business Analyst at UBS Global Asset Management
Industry
Experience
UBS Global Asset Management   February 1982 - Present

Skills
Equities, Asset Management, Investments, Hedge Funds, Alternative Investments, Bloomberg, Fixed Income, Trading, Portfolio Management, Derivatives, Mutual Funds

Education
City University of New York-Brooklyn College

Philip DeSantis, CFA Philip DeSantis, CFA Chicago, Illinois Details
Philip DeSantis, CFA's UBS Global Asset Management Experience June 2010 - January 2015
Job Managing Director, Senior Vice President at PNC Asset Management Group
Industry Investment Management
Experience
PNC Capital Advisors, LLC  January 2015 - Present
UBS Global Asset Management   June 2010 - January 2015
Northern Trust Asset Management  September 2005 - June 2010
SEI Investments, Inc  January 2000 - August 2005

Skills
Mutual Funds, Liquid Alternatives,..., Strategic Marketing, Management, Business Strategy, New Business Development, Asset Allocation, Sales Presentations, Writing, Active Equity, Quantitative Management, Indexing, ETFs, Tactical Asset..., Risk Management, Risk Analytics, Financial Modeling, Fixed Income, RIA, Wealth Management, Institutional, Relationship Management, Hedge Funds, Portfolio Management, Equities, Liquid Alternatives, Smart Beta

Education
Arizona State University   1994 — 1996
Bachelor of Science (B.S.), Finance, 3.5

Alan Puklin Alan Puklin Greater New York City Area Details
Alan Puklin's UBS Global Asset Management Experience January 1999 - January 2001
Job Vice PresidentSenior Relationship Manager at Columbia Management
Industry Financial Services
Experience
Columbia Management  October 2001 - Present
Columbia Management  October 2001 - Present
Columbia Management  January 2001 - Present
UBS Global Asset Management   January 1999 - January 2001
Key Asset Management  January 1996 - January 1998
The Chase Manhattan Bank  January 1995 - January 1996
Bear Stearns Fiduciary Services   January 1991 - January 1995
Segal Advisors, Inc   January 1985 - January 1991
John Hancock Mutual Life   January 1982 - January 1985

Education
Clark University   1977 — 1981
BA, Economics

Clark University
B.A, Economics

Lori Maddock Lori Maddock Hartford, Connecticut Area Details
Lori Maddock's UBS Global Asset Management Experience September 2014 - Present
Job Independent Consultant at UBS Global Asset Management
Industry Accounting
Experience
UBS Global Asset Management   September 2014 - Present
UBS Global Asset Management   December 2013 - June 2014
UBS Global Asset Management   1997 - 2006
Arthur Andersen  1992 - 1997

Skills
Account Reconciliation, Accounting, Financial Analysis, Microsoft Excel, Participating..., Document Review, Financial Reporting, Financial Modeling, Commercial Real Estate, Real Estate Transactions, Auditing, Internal Controls

Education
Bryant College   1988 — 1992
Bachelor of Business Administration (BBA), Accounting, Dean's list

Barbara English Barbara English West Islip, New York Details
Barbara English's UBS Global Asset Management Experience 1986 - Present
Job Executive Director, Fixed Income Research at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   1986 - Present
W.R. Grace   September 1985 - June 1986
Coopers & Lybrand  August 1983 - July 1985

Skills
Money Markets, Asset Backed Commercial..., Money Market, Capital Markets, Fixed Income, Asset Management, Derivatives, Bonds, Structured Products, Hedge Funds, Bloomberg, Alternative Investments, Portfolio Management

Education
Boston College   1979 — 1983
BS, Accounting

West Islip High School   1975 — 1979

Zhou Zhang Zhou Zhang Greater New York City Area Details
Zhou Zhang's UBS Global Asset Management Experience June 2013 - September 2013
Job Student at Brown University
Industry Financial Services
Experience
UBS Global Asset Management   June 2013 - September 2013
Nike  June 2012 - July 2012

Skills
Research, Stata, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Data Analysis, Economics, Social Media, Financial Modeling, Microsoft Word

Education
Brown University   2011 — 2015
Bachelor's Degree, Economics-Philosophy

UCL   2013 — 2013
Semester Abroad

Cambridge University   2007 — 2007
Summer School

Tessa Shakon Tessa Shakon Chicago, Illinois Details
Tessa Shakon's UBS Global Asset Management Experience June 2012 - August 2012
Job
Industry Higher Education
Experience
RBC Global Asset Management (U.S.) Inc.   July 2015 - Present
Mercer Investments  June 2014 - June 2015
Mercer  May 2013 - August 2013
UBS Global Asset Management   June 2012 - August 2012
Merrill Lynch  June 2011 - August 2011

Education
Northwestern University   2011 — 2013
Bachelor of Arts (BA)

Beijing Foreign Studies University   2012 — 2012

United States Military Academy at West Point   2010 — 2011
Bachelor of Arts (BA)

Shezan Mukadam, CPA, MBA & M.com Shezan Mukadam, CPA, MBA & M.com Toronto, Canada Area Details
Shezan Mukadam, CPA, MBA & M.com's UBS Global Asset Management Experience January 2015 - Present
Job Account Manager (Private Equity) at UBS Global Asset Management
Industry Accounting
Experience
UBS Global Asset Management   January 2015 - Present

Skills
Financial Reporting, Finance, Accounting, Internal Controls, Auditing, Internal Audit, Financial Statements, Accounts Payable, Variance Analysis, Accounts Receivable, GAAP, US GAAP, Analysis, Investments, Tax, IFRS, LUX GAAP, Portfolio Management, Private Equity, Due Diligence, Equities

Education
National Association of State Boards of Accountancy   2010 — 2011
Certified Public Accountant, Accounting, Passed

Philadelphia University   2004 — 2005
Master of Business Administration (M.B.A.), Accounting and Finance, 3.69

Mumbai University   2001 — 2003
Masters of Commerce, Accounting, 3.60

Mumbai University   1999 — 2001
Bachelor of Commerce (B.Com.), Accounting, 3.74

Patrick Shum Patrick Shum New York, New York Details
Patrick Shum's UBS Global Asset Management Experience August 2013 - August 2015
Job Senior Associate Data Quality Management at New York Life Investment Mgmt
Industry Investment Management
Experience
New York Life Investment Mgmt  August 2015 - Present
UBS Global Asset Management   August 2013 - August 2015
AIG  January 2008 - May 2013
BNY Mellon  February 2006 - August 2007

Skills
Reference Data, Bloomberg, Databases, VBA, Microsoft Office, Microsoft Excel, Access, PAM for Securities, Bloomberg Terminal, Bloomberg Data License, Confluence, Lipper, ODBC, SQL, Master Data Management, Annual Reports, Prospectus, Reporting & Analysis, Data Analysis, Data Migration, Data Quality, Crystal Reports

Education
City University of New York-Hunter College   2003 — 2005
Bachelor's degree, Economics

Stony Brook University   1999 — 2003
Computer Science, Business

Cathy Macrae Cathy Macrae Greater Chicago Area Details
Cathy Macrae's UBS Global Asset Management Experience 1992 - Present
Job Director, Head of Transitions Americas at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   1992 - Present
UBS Global Asset Management   2012 - 2015

Skills
Asset Management, Fixed Income, Equities

Education
Carroll University
Bachelor’s Degree, Business Administration and Management, General

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