UBS Global Asset Management

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UBS Global Asset Management Employees

Employee
Years
Job
Industry
Stephen Bonnyman Stephen Bonnyman Toronto, Canada Area Details
Stephen Bonnyman's UBS Global Asset Management Experience March 2010 - November 2011
Job Associate Portfolio Manager at AGF Investments
Industry Investment Management
Experience
AGF Investments  May 2013 - Present
BMO Capital Markets  February 2012 - Present
UBS Global Asset Management   March 2010 - November 2011
McLean Budden  September 2007 - February 2010
CIBC World Markets  August 1997 - July 2006
RBC Dominion Securities  June 1994 - July 1997

Skills
Equities, Portfolio Management, Equity Research, Bloomberg, Asset Managment, Valuation, Investments, Wealth Management, Fixed Income, Investment Strategies, Capital Markets, Mutual Funds, Financial Modeling, Securities, Financial Analysis, Asset Management, Investment Management, Hedge Funds, Commodity

Education
AIMR
Chartered Financial Analyst

Dalhousie University   1987 — 1989
MBA, Finance and International Business

McMaster University   1980 — 1985
BSc, Geology

Rick Pucci, Jr. Rick Pucci, Jr. Chicago, Illinois Details
Rick Pucci, Jr.'s UBS Global Asset Management Experience January 2014 - Present
Job IT Trade Operations at UBS
Industry Computer Networking
Experience
UBS Global Asset Management   January 2014 - Present
SteelSeries  August 2012 - February 2014
Kaboom Games   February 2012 - June 2012

Skills
Troubleshooting, Visual C#, Technical Support, VB.NET, ASP.NET, C++, Maya, Java, Microsoft Office, Autodesk Software, Flash Animation

Education
Elmhurst College   2012 — 2014
Master's Degree, Computer and Information Sciences, General

Elmhurst College   2008 — 2012
Bachelor's Degree, Computer Games and Programming Skills

Ana Arias Ana Arias Chicago, Illinois Details
Ana Arias's UBS Global Asset Management Experience June 2013 - August 2013
Job Consultant at Deloitte Advisory
Industry Financial Services
Experience
Deloitte Advisory  July 2014 - Present
JPMorgan Chase & Co.   January 2014 - April 2014
UBS Global Asset Management   June 2013 - August 2013
DePaul University Controller's Office   June 2012 - June 2013
Merrill Lynch  April 2012 - June 2012
Ankin Law Offices   August 2010 - December 2011

Skills
Reporting & Analysis, Operations Management, Data Entry, Leadership, Microsoft Excel, Spreadsheets, Spanish, Teamwork, Finance, Journal Entries, Account Reconciliation, Metrics, MIS, Translation, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Sports, Outlook, Filing, Time Management, Public Speaking

Education
DePaul University   2010 — 2014
Bachelor of Science (B.S.), Finance, Senior

Loretta Chen Loretta Chen San Francisco Bay Area Details
Loretta Chen's UBS Global Asset Management Experience June 2001 - August 2001
Job CPA, MBA
Industry Venture Capital & Private Equity
Experience
SolarCity  September 2014 - Present
Carmenta Bioscience   August 2013 - Present
Nokia Growth Partners  August 2012 - May 2014
Venrock Associates  March 2008 - November 2011
Citco Fund Services  April 2005 - March 2008
HSBC Global Asset Management  July 2002 - April 2005
UBS Global Asset Management   June 2001 - August 2001

Skills
Accounting, Financial Reporting, Microsoft Excel, PowerPoint, QuickBooks, French, Cantonese, Partnership Accounting, Auditing, Internal Controls, Finance, Investments, Strategy, Forecasting, Venture Capital, Mergers & Acquisitions, Start-ups, Due Diligence, Hedge Funds, Management, Financial Modeling, Business Strategy

Education
Columbia University - Columbia Business School   2011 — 2013
MBA, Investment Management, Alternative Asset Management (Private Equity)

University of California, Berkeley, Haas School of Business   2011 — 2013
MBA, Corporate Finance, Private Equity

Chartered Professional Accountant
CPA

University of Toronto   1998 — 2002
BBA, Accounting and Finance

Steven Wilde, CFA Steven Wilde, CFA Chicago, Illinois Details
Steven Wilde, CFA's UBS Global Asset Management Experience April 1990 - December 2013
Job Partner at Adams Street Partners
Industry Investment Management
Experience
Adams Street Partners  December 2013 - Present
UBS Global Asset Management   April 1990 - December 2013

Education
Colorado State University   1982 — 1984
Bachelor's Degree, Finance

Hugh Bigham Hugh Bigham Greater New York City Area Details
Hugh Bigham's UBS Global Asset Management Experience 2003 - 2006
Job Managing Director at Watts Capital Partners, LLC
Industry Real Estate
Experience
Watts Capital Partners, LLC   January 2014 - Present
Rockspring   April 2011 - March 2013
Principal Advisory Services   July 2010 - April 2011
Atlantic Pacific Capital  July 2007 - April 2009
HSBC Private Bank  2006 - 2007
UBS Global Asset Management   2003 - 2006
Lend Lease  1999 - 2003

Skills
Capital Raising, Real Estate, Private Equity, Capital, Financial Services, Institutional..., Valuation, CRM, Investments, Financial Modeling, Real Estate Economics, Fundraising, Project Management, Asset Management, Corporate Finance, Funding, Restructuring, Due Diligence

Education
College of Charleston   1995 — 1998
Bachelor of Arts (B.A.), Political Science and Government

Emory University   1990 — 1992
Associate of Arts (A.A.), International/Global Studies

Scott Bondurant Scott Bondurant Winnetka, Illinois Details
Scott Bondurant's UBS Global Asset Management Experience March 2005 - June 2014
Job Adjunct Instructor at Northwestern University
Industry Investment Management
Experience
Northwestern University  August 2015 - Present
American Platform Tennis Association   May 2015 - Present
Unearthed Land Technologies   July 2014 - Present
UBS Global Asset Management   March 2005 - June 2014
Morgan Stanley  April 1996 - March 2005
Kidder Peabody / Paine Webber & Co   August 1989 - March 1996

Skills
Investments, Asset Management, Hedge Funds, Long/Short Equity, Portfolio Management, Value Investing, Quantitative Investing, Risk Management, White Papers, Strategic Planning, Business Strategy, Global Strategy, Business Analysis, Product Development, Program Management, Team Building, Team Leadership, Marketing Strategy, Competitive Analysis, Global Marketing, Sales Management, New Business Development, Public Speaking, Entrepreneurship, Asset Allocation, Alternative Investments, Equity Research, Equity Trading, Equity Capital Markets, Prime Brokerage, Real Estate, University Teaching, Board of Directors, tennis, platform tennis

Education
Duke University - The Fuqua School of Business   1987 — 1989
Master of Business Administration (MBA), Finance

Stanford University   1978 — 1982
Bachelor's degree, History

Erik Boyme Erik Boyme Lincoln, California Details
Erik Boyme's UBS Global Asset Management Experience November 1997 - December 2004
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial  April 2012 - Present
Wells Fargo Advisors, LLC  June 2008 - April 2012
UBS Wealth Management  January 2005 - June 2008
UBS Global Asset Management   November 1997 - December 2004
The Northern Trust International Banking Corporation   1995 - 1997

Skills
Strategic Financial..., Mutual Funds, Investments, Retirement Planning, Alternative Investments, Asset, Estate Planning, Business Valuation, Accounting, Long-term Care, Financial Reporting, Financial Analysis

Education
Northwestern University - Kellogg School of Management   2000 — 2003
MBA, Marketing and (Management and Strategy)

DePaul University   1989 — 1994
BS, Accounting

Max Kim Max Kim New York, New York Details
Max Kim's UBS Global Asset Management Experience June 2002 - May 2008
Job MK Energy Consulting Group Limited
Industry Oil & Energy
Experience
MK Energy Consulting Group Limited   January 2008 - Present
MKP Consulting International, LLC   January 2006 - December 2009
UBS Global Asset Management   June 2002 - May 2008

Skills
Project Planning, Project Management, Business Development, Business Planning, Trading, Negotiation, Contract Negotiation, Energy, Entrepreneurship, Risk Management, Due Diligence, Oil

Education
Clark University
Economics & MBA, Economics, Marketing, M&A

Deepak Makhija Deepak Makhija Fresno, California Area Details
Deepak Makhija's UBS Global Asset Management Experience February 2008 - June 2012
Job Sr Analyst at Fresno Madera Farm Credit
Industry Farming
Experience
Fresno Madera Farm Credit  April 2015 - Present
First National Bank of Omaha  February 2013 - March 2015
UBS Global Asset Management   February 2008 - June 2012
Cohen & Steers  May 2005 - February 2008
State Street  June 2003 - May 2005

Education
Creighton University   2012 — 2014
MBA/MSAPM, Finance and Financial Management Services

Northeastern University   1998 — 2002
Bachelor of Science (BS), Economics

April Powell April Powell Chicago, Illinois Details
April Powell's UBS Global Asset Management Experience June 2000 - March 2008
Job at William Blair & Company
Industry Financial Services
Experience
William Blair and Company  July 2011 - Present
Singer Partners, LLC   March 2009 - July 2011
Personal Assistant  2008 - 2009
UBS Global Asset Management   June 2000 - March 2008

Skills
Asset Managment, Investments, Portfolio Management, Asset Management, Equities, Management

Education
DePaul University

Chris Albrecht - Scrum Master, Agile PM Coach Chris Albrecht - Scrum Master, Agile PM Coach Greater Chicago Area Details
Chris Albrecht - Scrum Master, Agile PM Coach's UBS Global Asset Management Experience March 2014 - Present
Job Director, IT Team Lead at UBS
Industry Computer Software
Experience
UBS Global Asset Management   March 2014 - Present
Grosvenor Capital Management  December 2012 - February 2014
RTS Realtime Systems  February 2011 - December 2012
Tribune Company  October 2010 - January 2011
Electronic Golf Organizer   August 2005 - October 2010
Hewitt Associates  October 2004 - August 2005

Skills
Agile, PHP, Customer Relations, Process Improvement, Team Building, SQL, Software Development, Microsoft Office, MS Project, Scrum, Agile Project Management, Coaching, Team Leadership, MySQL, HTML, C++, PMP, Linux, SDLC, Change Management, Risk Management, Cross-functional Team..., Visio, Software Project..., Quality Assurance, Project Planning, Vendor Management, Requirements Gathering, Problem Solving, Testing, Resource Management, Windows, Application Development, PMO, Team Management, Agile Methodologies, Customer Service

Education
Dominican University   2009 — 2010
MBA

Illinois Institute of Technology   2002 — 2004
Master of Science, Computer Science

Dominican University   1998 — 2002
Bachelor of Science, Computer Science

Nikola Kondovski Nikola Kondovski New York, New York Details
Nikola Kondovski's UBS Global Asset Management Experience June 2015 - Present
Job Undergraduate Student at Columbia University in the City of New York
Industry Financial Services
Experience
UBS Global Asset Management   June 2015 - Present

Skills
Military Experience, Team Leadership, Reconnaissance, Intelligence Analysis, Communication Skills, Military Operations, Operational Planning, Tactics, Counterinsurgency, Marksmanship, Protection, Military, Afghanistan, Security Clearance, Force Protection, Weapons, Military Training, Defense, Weapons Handling, Command, National Security, DoD, Counterterrorism, Navy, Army, Computer Proficiency, Combat, Microsoft Excel, Microsoft Dynamics

Education
Columbia University in the City of New York   2014 — 2018
Bachelor's degree, Economics, 3.97

Barry Mandinach Barry Mandinach Greater New York City Area Details
Barry Mandinach's UBS Global Asset Management Experience 2001 - 2013
Job Executive Vice President, Head of Distribution at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners  2014 - Present
UBS Global Asset Management   2001 - 2013
Phoenix Investment Partners  1999 - 2001
Zweig Mutual Funds   1989 - 1999
Drexel Burnham Lambert  1981 - 1989

Education
University of Miami School of Law   1978 — 1981
Juris Doctor

Emory University   1974 — 1978
Bachelor of Science (B.S.), Political Science

Leasia Clark Leasia Clark Chicago, Illinois Details
Leasia Clark's UBS Global Asset Management Experience February 2011 - Present
Job at
Industry Information Technology and Services
Experience
UBS  May 2014 - Present
UBS Investment Bank  February 2012 - Present
UBS Global Asset Management   February 2011 - Present

Skills
Windows 7, Computer Hardware, Access, Microsoft Office, XP, Team Leadership, Data Entry, Visio, Active Directory, Proficient in Microsoft..., Public Speaking, SharePoint Designer, Business Analysis, Global Operations, Windows, Outlook, HTML, Windows XP

Education
DePaul University   2013 — 2015
Bachelor of Arts (BA), International Business, Junior

Harold Washington   2011 — 2013

YearUp   2011 — 2012

Jeff MacMullen Jeff MacMullen New York, New York Details
Jeff MacMullen's UBS Global Asset Management Experience January 2014 - May 2014
Job Business Intelligence Analyst at Federal Reserve Bank of New York
Industry International Affairs
Experience
Federal Reserve Bank of New York  September 2014 - Present
Fitch Ratings  January 2014 - June 2014
UBS Global Asset Management   January 2014 - May 2014
Ministry of Finance - Chile  June 2013 - August 2013
Deltek Information Solutions   March 2010 - August 2012

Skills
Market Research, Federal Government, Market Analysis, Consulting, Government Agencies, Public Speaking, Current Affairs, Quantitative Research, Microsoft Excel, Corporate Finance, Emerging Markets, Government, Competitive Analysis, Management, Policy, Research, International Relations, Proposal Writing, Analysis, Leadership, Strategic Planning

Education
Columbia University - School of International and Public Affairs   2012 — 2014
Master of International Affairs, International Economics

University of California, Los Angeles   2005 — 2009
B.A., Political Science

Pontificia Universidad Católica de Chile
Political Science and Journalism

Claremont High School

Joanne M. Kilkeary Joanne M. Kilkeary Greater New York City Area Details
Joanne M. Kilkeary's UBS Global Asset Management Experience April 1994 - Present
Job Executive Director and Senior Manager at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   April 1994 - Present
KPMG  September 1992 - April 1994

Skills
Asset Managment, Fund Administration, Financial Reporting, Hedge Funds, Alternative Investments, Fixed Income, Fund Accounting, Equities, Bloomberg, Mutual Funds, Derivatives, Fund Of Funds, Investment Management, Middle Office, ETFs, Asset Management, Financial Services

Education
Rutgers University, Graduate School of Management   1991 — 1992
MBA, Accounting

Dickinson College   1986 — 1990
BS, Mathematics, Cum Laude

Ronald P. Martinez Ronald P. Martinez Englewood, Colorado Details
Ronald P. Martinez's UBS Global Asset Management Experience January 1998 - July 2000
Job Private Investor
Industry Investment Management
Experience
Self-employed  Executive DirectorThe Brinson FoundationJanuary 2001 - January 2004
UBS Global Asset Management   January 1998 - July 2000
Brinson Partners, Inc.   January 1993 - December 1997
U S WEST  January 1990 - December 1992
U S WEST  January 1987 - December 1989
Colorado National Bank of Denver   August 1983 - August 1985
Colorado National Bank of Denver   August 1982 - August 1983

Skills
Portfolio Management, Equities, Investments, Management, Credit, Hedge Funds, Asset Management, Alternative Investments, Private Equity, Fixed Income, Financial Modeling, Valuation, Capital Markets, Asset Allocation, Derivatives, Investment Banking, Financial Analysis, Trading, Equity Research, Investment Strategies, Corporate Finance, Financial Markets, Investment Management

Education
Northwestern University - Kellogg School of Management   2012 — 2013
Certificate of Professional Education, Business Administration and Management, General

Columbia University in the City of New York   1985 — 1987
Master of Business Administration (MBA), Finance and Marketing

University of Denver   1978 — 1982
Bachelor of Science in Business Administration, Accounting and Finance

Jennifer Rehm Gladstone Jennifer Rehm Gladstone Chicago, Illinois Details
Jennifer Rehm Gladstone's UBS Global Asset Management Experience April 2015 - Present
Job Associate Marketing Director at UBS Global Asset Management
Industry Marketing and Advertising
Experience
UBS Global Asset Management   April 2015 - Present
Morningstar  May 2012 - April 2015
Vermont Energy Investment Corporation  June 2009 - May 2011
Eckerd College  September 2006 - May 2009

Skills
Social Media, Event Planning, Public Relations, Project Management, Market Research, Business Development, Non-profits, Press Releases, Email Marketing, Photoshop, Web Content, Event Management, Social Media Marketing, Marketing Communications, Customer Service, Advertising, Editing, Corporate Communications, Marketing, CRM, Public Speaking, Competitive Analysis

Education
DePaul University   2011 — 2013
Master of Arts, School of Communication: Public Relations and Advertising

Eckerd College   2005 — 2009
Bachelor of Arts, With Honors, Double Major: Business Management and Communication

Angela Rudin Angela Rudin Chicago, Illinois Details
Angela Rudin's UBS Global Asset Management Experience June 1999 - May 2012
Job HR Manager at SmithBucklin
Industry Human Resources
Experience
Neuberger Berman  November 2013 - June 2014
Financial Industry Regulatory Authority (FINRA)   April 2013 - November 2013
UBS Global Asset Management   June 1999 - May 2012
GE Capital Information Technology Solutions  October 1998 - June 1999
Technisource  January 1996 - October 1998

Skills
Human Resources, Performance Management, Employee Relations, Recruiting, Organizational..., Leadership Development, Talent Acquisition, HR Transformation, Change Management, Succession Planning, Alternative Investments, Project Management, Technical Recruiting, Financial Recruiting, Workforce Planning, HR Metrics, Compensations, Employment Law, International Mobility, Employee Benefits, Personnel Management

Education
DePaul University   2010 — 2010
Certificate of Achievement, Professional in Human Resources

DePaul University   1998 — 1998
Certificate of Achievement, Principles of Human Resource Management

Purdue University   1991 — 1995
BS, Biology

Chris Ha Chris Ha New York, New York Details
Chris Ha's UBS Global Asset Management Experience July 2012 - Present
Job Associate General Counsel at UBS Global Asset Management
Industry Law Practice
Experience
UBS Global Asset Management   July 2012 - Present
Dechert LLP  April 2007 - December 2009
Howrey LLP  September 2005 - April 2007

Skills
Admitted to the..., Admitted to the State...

Education
Cornell Law School   2002 — 2005
Juris Doctor

Indiana University Bloomington   2000 — 2002
Bachelor of Science in Business with High Distinction, Finance & International Studies

Korea University   1998 — 2000
Pursued Bachelor's degree (transferred to IU after 5 semesters)

WasedaEDU Japanese Language School   2010 — 2010
Japanese

Hanyoung Foreign Language High School   1995 — 1998

Gabriela Mengotti Maroto Gabriela Mengotti Maroto New York, New York Details
Gabriela Mengotti Maroto's UBS Global Asset Management Experience September 2014 - August 2015
Job Trainee, Global Sovereign Markets (Americas) at UBS Global Asset Management
Industry Apparel & Fashion
Experience
UBS Global Asset Management   September 2014 - August 2015
GOCCO   July 2013 - September 2013
The Lonely Tree Café   May 2013 - July 2013
AIG  January 2013 - April 2013
ADOLFO DOMINGUEZ,S.A.   July 2012 - August 2012
Special Contingency Risks LTD   June 2011 - July 2011

Skills
Insurance, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Marketing Strategy, International Business, International Relations, Social Media, SAP, Customer Service, Redes sociales, Microsoft PowerPoint, Servicio de atención al...

Education
CENTRO UNIVERSITARIO VILLANUEVA   2010 — 2014
Titulo propio en Administración y Dirección Internacional de Empresas, EBS

CENTRO UNIVERSITARIO VILLANUEVA   2010 — 2014
Degree in Fashion Communication and Management (CGM)

International School of Business, ISB, Dublin   2013 — 2013

EBS - European Business School Paris   2012 — 2012

UNION CHRETIENNE DE SAINT CHAUMOND   1995 — 2010
Obtaining the French Baccalauréat (BAC)

Natalie Corrado Natalie Corrado Chicago, Illinois Details
Natalie Corrado's UBS Global Asset Management Experience September 2012 - June 2013
Job Investment Management Research Consultant at Mercer Investments
Industry Investment Management
Experience
Mercer - Investments  July 2013 - Present
UBS Global Asset Management   September 2012 - June 2013
Denver Investments  June 2011 - September 2012
Allonhill  July 2010 - June 2011
Allonhill  January 2010 - July 2010

Education
Northwestern University - Kellogg School of Management   2015 — 2017
Master of Business Administration (M.B.A.)

Colorado College   2005 — 2009
BA, Economics

Universiteit Maastricht   2008 — 2008
International Business & Culture

Rich Barakat Rich Barakat New York, New York Details
Rich Barakat's UBS Global Asset Management Experience 2013 - Present
Job Securities Analyst at Goldman Sachs
Industry Banking
Experience
Goldman Sachs  2014 - Present
UBS Global Asset Management   2013 - Present
MarketAxess  May 2012 - August 2012

Skills
Fluent in Spanish, Camtasia, Microsoft Office, Adobe, Data Analysis, Financial Analysis, HTML, Time Management, Trading, Social Media, Investment Banking, Bonds

Education
Cornell University   2011 — 2015
Bachelor of Arts (B.A.), Major in Economics with a Minor in Applied Economics and Management

Chaminade High School   2007 — 2011
High School Diploma, Multi-/Interdisciplinary Studies, General

Shining Tang Shining Tang New York, New York Details
Shining Tang's UBS Global Asset Management Experience July 2014 - Present
Job Senior Analyst, UBS Hedge Fund Solutions
Industry Financial Services
Experience
UBS Global Asset Management   July 2014 - Present
Corinthian Partners L.L.C.   October 2013 - December 2013
Columbia University  January 2013 - December 2013
Urban Green Energy  June 2013 - September 2013
PICC  June 2010 - July 2010
Yun Nan Trust Co., Ltd.   June 2009 - July 2009

Skills
Data Analysis, R, Financial Modeling, SAS, VBA, Investments, Security Analysis, Hedge Funds, Quantitative Analytics, Marketing Strategy, Capital Markets, Statistical Modeling, Quantitative Investment..., Fundamental Analysis, SQL

Education
Columbia University in the City of New York   2013 — 2014
Master of Science (M.S.), Actuarial Science, 3.93/4.00

University of Toronto   2008 — 2012
Hon. Bachelor of Science (BS), Statistics and Economics

Adam Jokich Adam Jokich Greater Chicago Area Details
Adam Jokich's UBS Global Asset Management Experience February 2012 - Present
Job Quantitative Equity Analyst at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   February 2012 - Present
Merrill Lynch  September 2011 - December 2011
Alpha Alternatives LLC  May 2011 - August 2011

Skills
Bloomberg, Financial Modeling, Asset Management, Equities, Hedge Funds, Financial Analysis, Stata, Microsoft Excel, Derivatives, Asset Managment, Portfolio Management, Investments, Microsoft Office, Alternative Investments, Matlab, SQL, FactSet

Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Science, Economics and Policy Analysis

University of Illinois at Chicago
Bachelor of Arts, Economics

CFA Institute
Chartered Financial Analyst, Passed all 3 levels of the CFA curriculum

Lisa M. Blake Lisa M. Blake Overland Park, Kansas Details
Lisa M. Blake's UBS Global Asset Management Experience July 2001 - August 2004
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
Financial Services Professional  May 2013 - Present
Images by Lisa Blake   March 2010 - May 2013
American Century Investments  May 1997 - December 2008
UBS Global Asset Management   July 2001 - August 2004
American Century Investments  February 1997 - May 2001
Janus Capital Group  March 1992 - February 1997

Skills
Business Development, Investments, Insurance, Small Business, Financial Services, Retirement, Retirement Planning, 401k Rollovers, Annuity Sales, Asset Protection, Gifting Strategies, Key Person Insurance, Legacies, Licensed Life Insurance..., Succession Planning, Mutual Funds, Fixed Annuities, Finance, Asset Allocation, CRM, Life Insurance, Leadership

Education
MidAmerica Nazarene University   2008 — 2010
Business Management & Human Relations, Business

Emporia State University   1981 — 1982
Business Administration, Business Management & Relationship Management

Anne Fleming Anne Fleming Greater Chicago Area Details
Anne Fleming's UBS Global Asset Management Experience April 2010 - Present
Job Marketing Manager at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   April 2010 - Present
Standard Chartered Bank  August 2006 - August 2009
Threadneedle Investments   September 2004 - June 2006
Threadneedle Investments   November 2001 - September 2004
Threadneedle Investments   May 2000 - November 2001
Zurich Scudder Investments  March 1999 - May 2000
Nuveen Investments  December 1997 - March 1999
Zurich Scudder Investments  February 1996 - December 1997
The Options Clearing Corporation  February 1993 - February 1996

Education
Duke University   1984 — 1988
BA, Economics

Northwestern University - Kellogg School of Management
MBA, Finance, Marketing

Carolyn Stanek Carolyn Stanek Greater Chicago Area Details
Carolyn Stanek's UBS Global Asset Management Experience January 1996 - January 2002
Job Owner, TaiKai Productions
Industry Media Production
Experience
Tai-Kai Productions   January 2002 - Present
UBS Global Asset Management   January 1996 - January 2002
Ariel Capital Management  March 1995 - February 1997
Northern Trust Global Investments  August 1988 - March 1995
Trustmark Insurance  August 1984 - August 1988
Merrill Lynch  August 1982 - August 1984
Arlington High School  January 1974 - December 1980

Skills
Photography, Investments, Portfolio Management, Video, Documentaries, Film, Wedding Photography, College Recruiting..., Small to Large Cap..., Small to Large Cap Fund..., Marketing Presentations, Birthday, Retirement &..., Public Speaking, Editing, Web Design, Event Planning, Marketing Strategy, Strategic Planning, Marketing, Social Media, Advertising, Social Media Marketing, Social Networking, Entrepreneurship, Public Relations, Online Marketing, Media Relations, Asset Management, Leadership, Management

Education
The University of Chicago - Booth School of Business   1987 — 1988
Master of Business Administration (MBA), Finance and Financial Management Services

The University of Chicago   1976 — 1978
MA, Educational Administration

University of Illinois at Urbana-Champaign   1971 — 1973
BA, Journalism, English

Dominican University   1969 — 1971
none, English

Riverside-Broofield H.S.

Eleonore Leder Eleonore Leder Austria area Details
Eleonore Leder's UBS Global Asset Management Experience November 1997 - September 2008
Job Head Human Resources at Raiffeisen Centrobank AG
Industry Banking
Experience
Raiffeisen Centrobank AG   October 2011 - Present
Raiffeisen Centrobank  October 2008 - October 2011
UBS Global Asset Management   November 1997 - September 2008
UBS AG  1997 - 2008

Skills
Human Resources, HR Transformation, Talent Management, Performance Management, Employee Engagement, Organizational..., Organizational Design, Succession Planning, Talent Acquisition, Personnel Management, Employee Relations, Leadership Development, Deferred Compensation, Management Consulting, Change Management, HR Consulting, Workforce Planning, Compensation & Benefits..., Management Development, Mergers & Acquisitions, Culture Change

Education
Eidgenössische Technische Hochschule Zürich   1991 — 1996
PhD, Work & Organisational Psychology

Rheinisch-Westfälische Technische Hochschule Aachen   1988 — 1991
Diploma, Work & Organisational Psychology

David Floyd, CAIA David Floyd, CAIA Chicago, Illinois Details
David Floyd, CAIA's UBS Global Asset Management Experience June 2010 - Present
Job Executive Director | Hedged Equity Specialist at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   June 2010 - Present

Skills
Hedge Funds, Equities, Equity Derivatives, Investments, Counterparty Risk, ISDA, Cross-functional Team..., Investment Management, Mutual Funds, Project Implementation, Financial Risk, Fund Accounting, Middle Office, Prime Brokerage, Asset Allocation, Alternative Investments, Asset Management, Derivatives

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1995 — 1997
MBA, Finance

DePaul University   1990 — 1992
BS, Accounting

Jenny Davis Jenny Davis Greater Chicago Area Details
Jenny Davis's UBS Global Asset Management Experience April 2013 - Present
Job Director, Head of Trade Support at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   April 2013 - Present
Guggenheim Partners  October 2012 - April 2013
Neuberger Berman  April 2011 - November 2012
Neuberger Berman  March 2007 - April 2011
Lehman Brothers  March 2005 - March 2007
Spectrum Global Fund Administration  December 2004 - March 2005
Vining Sparks, IBG  August 2002 - December 2004
AMERICAN STROKE ASSOCIATION   August 2003 - October 2004

Skills
Fixed Income, Bloomberg, Securities, Valuation, Accounting, Investment Management, Sales, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Spreadsheets, Recruiting, Software Documentation, Customer Service, Fundraising, Funding, Internet Explorer, Troubleshooting

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2009 — 2011
Masters of Business Administration, Finance / Sustainable Management

Louisiana State University   1998 — 2002
Bachelors of Science, Finance

Remell Chung, MSRE Remell Chung, MSRE Greater New York City Area Details
Remell Chung, MSRE's UBS Global Asset Management Experience January 2011 - Present
Job Associate Director at UBS Realty Investors, LLC
Industry Real Estate
Experience
UBS Realty Investors, LLC  January 2013 - Present
UBS Global Asset Management   January 2011 - Present
Multi-family Property   April 2008 - Present
UBS Global Asset   July 2006 - January 2009
UBS Wealth Management  2004 - 2006
GlaxoSmithKline  June 2003 - August 2003
GlaxoSmithKline  July 2002 - August 2002
Sony Pictures Entertainment  June 2001 - August 2001

Skills
New Business Development, Residential Real Estate..., Real Estate Negotiation, Real Estate Investment, Fund Of Funds, Separately Managed..., Hedge Funds, Direct Sales, Inside Sales, Territory Planning, Mutual Funds, Investment Properties, Asset Management, Alternative Investments, Investments, Finance, Real Estate Transactions, Portfolio Management

Education
NYU Schack Institute of Real Estate   2007 — 2010
Masters Degree, Real Estate

Duke University   2000 — 2004
BA, Economics, African/African American Studies

Jyotirmay Chaudhuri Jyotirmay Chaudhuri Greater New York City Area Details
Jyotirmay Chaudhuri's UBS Global Asset Management Experience September 2007 - July 2008
Job Vice President – Sr. Business Analyst / Project Manager
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch  September 2015 - Present
Credit Suisse  January 2015 - September 2015
Credit Suisse  February 2010 - December 2014
Credit Suisse  August 2008 - February 2010
UBS Global Asset Management   September 2007 - July 2008
delivery.com  January 2007 - September 2007
Pfizer Health Solutions  August 2006 - January 2007
Countrywide  January 2006 - August 2006
Ameriquest Mortgage  June 2004 - January 2006
Digital Electronic Machines, Inc   May 2003 - May 2004

Skills
SDLC, Systems Analysis, Business Analysis, Requirements Analysis, Vendor Management, SQL, Risk Management, Software Project..., VBA, Fixed Income, Software Development, Integration, Agile Methodologies, Business Intelligence, Project Management, Atlassian JIRA, Business Process, Requirements Gathering, User Acceptance Testing

Education
Columbia University - Columbia Business School   2013 — 2015
Master of Business Administration (M.B.A.)

University of Missouri-Kansas City   2001 — 2003
M.S, Electrical Engineering

Nagpur University   1996 — 2000
B.E, Electronics & Telecommunication

Ted Graham Ted Graham Greater New York City Area Details
Ted Graham's UBS Global Asset Management Experience June 2005 - February 2009
Job Equity Research Analyst
Industry Investment Management
Experience
ING Investment Management  January 2014 - Present
CNBC/The Street.com   January 2011 - January 2014
Galvin Asset Management   February 2009 - January 2011
UBS Global Asset Management   June 2005 - February 2009
Kern Capital Management   September 1997 - June 2005
UBS Global Asset Management   October 1992 - September 1994
The Chase Manhattan Bank  1991 - 1992

Skills
Mutual Funds, Equity Research, Equities, Hedge Funds, Asset Managment, Valuation, Investments, Portfolio Management, Bloomberg, Alternative Investments, Financial Modeling, Investment Strategies

Education
Fordham Gabelli School of Business   1994 — 1998
M.B.A., Finance

Clemson University   1986 — 1990
BS, Finance

Fairfield Prep

Frank Saracino, MBA, CIM Frank Saracino, MBA, CIM Montreal, Canada Area Details
Frank Saracino, MBA, CIM's UBS Global Asset Management Experience October 2001 - August 2014
Job Investment Advisor at BMO Nesbitt Burns
Industry Investment Management
Experience
UBS Global Asset Management   October 2001 - August 2014
The Canadian Depository for Securities Limited (CDS)   May 1992 - July 2001

Skills
Asset Management, Hedge Funds, Equities, Investment Strategies, Investment Management, Alternative Investments, Fixed Income, Investments, Asset Allocation, Derivatives, Fund Of Funds, Capital Markets, Portfolio Management, Mutual Funds, Private Equity, Securities, Relationship Management, Institutional...

Education
McGill University
MBA, Investments and Securities

Concordia University
Bachelor of Commerce (BCom), Finance, General

Canadian Securities Institute
Chartered Investment Manager (CIM)

J. Lawrence Manley, Jr., CFA J. Lawrence Manley, Jr., CFA Bernardsville, New Jersey Details
J. Lawrence Manley, Jr., CFA's UBS Global Asset Management Experience July 1991 - December 1993
Job Investment Manager at Manley Capital Management, LLC.
Industry Investment Management
Experience
Manley Capital Management, LLC.   July 2013 - Present
Manley Asset Management   January 1994 - December 2012
UBS Global Asset Management   July 1991 - December 1993

Skills
Investments, Asset Management, Equities, Portfolio Management, Valuation, Asset Allocation, Hedge Funds, Investment Strategies, Investment Banking, Equity Research, Alternative Investments, Fixed Income, Financial Modeling, Capital Markets, Bloomberg, Private Equity, Derivatives, Securities, Financial Markets, Due Diligence

Education
Drew University   1987 — 1991
Bachelor of Arts (B.A.), Economics

Jayson Rivera Jayson Rivera Greater New York City Area Details
Jayson Rivera's UBS Global Asset Management Experience February 2002 - October 2004
Job Managing Director, National Accounts at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners  April 2012 - Present
Ivy Funds  November 2009 - October 2011
Pacific Life  August 2008 - November 2009
Morgan Stanley Smith Barney  November 2004 - August 2008
UBS Global Asset Management   February 2002 - October 2004
Prudential Financial  November 2000 - January 2002
Prime Charter, Ltd.   June 1999 - October 2000

Skills
Mutual Funds, Series 63, Series 7, Asset Allocation, Asset Management, National Account..., Managed Accounts, Alternative Investments, Series 65, Annuities, Relationship Development, Building Relationships, Managing Accounts, Asset Managment

Education
Cornell University   1995 — 1999
BS, Industrial & Labor Relations

Boston University London Internship Program   1998 — 1998
Finance

John Fleming John Fleming Greater Chicago Area Details
John Fleming's UBS Global Asset Management Experience February 2000 - May 2002
Job Director, Product Strategy at Follett Educational Services
Industry Wholesale
Experience
Follett Educational Services  September 2002 - Present
UBS Global Asset Management   February 2000 - May 2002

Skills
Analytics, Business Analysis, IT Strategy, Business Requirements, Enterprise Architecture, Data Warehousing, Product Development, Business Strategy, Requirements Analysis, CRM, Product Management, SaaS, Leadership, Management, Product Marketing, Salesforce.com, Strategic Planning, Customer Service, Sales Operations, Strategy

Education
DePaul University
MBA, Economics

Keith Hiett Keith Hiett Chicago, Illinois Details
Keith Hiett's UBS Global Asset Management Experience 2000 - 2001
Job Equity Trader at Citadel LLC
Industry Financial Services
Experience
Citadel LLC  March 2014 - Present
KCG Holdings, Inc.   January 2006 - March 2014
Kingstree Trading  2004 - 2005
Federal Reserve Bank of Chicago  2003 - 2003
Hold Brothers Capital, LLC  2001 - 2002
UBS Global Asset Management   2000 - 2001
Federal Reserve Bank of Chicago  1997 - 2000
Federal Reserve Bank of Chicago  1994 - 1997

Skills
Financial Modeling, Equities, Series 7, Financial Analysis, Investments, Trading, Derivatives, Capital Markets, Risk Management, Financial Markets, Due Diligence, Asset Managment, Asset Management, Finance, Trading Systems, Alternative Investments, Securities, FINRA, Electronic Trading, Portfolio Management, Financial Reporting, Banking, Equity Trading, ETFs, Trading Strategies

Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration, Finance

University of Illinois at Urbana-Champaign
Bachelor of Arts, Speech Communications

Gary Werner Gary Werner Greater New York City Area Details
Gary Werner's UBS Global Asset Management Experience 2000 - 2003
Job Real Estate | Asset Management | Project Controls
Industry Real Estate
Experience
Next Tier Companies   July 2006 - Present
Baruch College Steven L. Newman Real Estate Institute   April 2006 - Present
Hazen and Sawyer  February 2009 - January 2015
HDG Mansur  2005 - 2006
Mitsui Fudosan America Inc   2003 - 2005
UBS Global Asset Management   2000 - 2003
Cornerstone Properties Inc.  1997 - 2000
RREEF  1996 - 1997

Skills
Asset Management, Acquisitions, Project Management, Primavera, Real Estate Negotiation, Real Estate Valuation, Financial Analysis, Argus, Cost Estimating, Management Consulting, Real Estate Development, Real Estate Finance, Real Estate Transactions, Client Relationship..., Investment Presentation, Investor Relations, International Real..., Leasing, Due Diligence, Dispositions, Market Analysis, Real Estate Economics, Disposition, Asset Managment, Appraisals, Primavera P6, Real Estate, Valuation, Financial Modeling, Investments, Finance, Property Management, Leases, Project Estimation

Education
New York University   2009 — 2010
GC, Construction Management/Project Management

New York University   1996 — 1997
MS, Real Estate Investment and Development

Appraisal Institute
Real Estate Appraisal

Dowling College
BBA, Finance

Ami Hindia, AIF®, CRPS®, C(k)P® Ami Hindia, AIF®, CRPS®, C(k)P® Greater Chicago Area Details
Ami Hindia, AIF®, CRPS®, C(k)P®'s UBS Global Asset Management Experience 2006 - October 2006
Job Senior Vice President, Advisor Sold DCIO Market at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  December 2012 - Present
Fidelity Investments  November 2010 - December 2012
Columbia Management  November 2006 - May 2010
UBS Global Asset Management   2006 - October 2006
J.P. Morgan   September 2004 - December 2005
DWS Investments  January 2000 - September 2004

Skills
401k, Defined Benefit, Retirement Planning, Series 63, Series 7, Series 6, Series 65, Qualified Retirement..., Mutual Funds, Defined Contribution, Investments

Education
Drake University   1996 — 2000
B.S.B.A. Degree, International Business, Finance, Economics

Waubonsie Valley High School   1994 — 1996
Diploma, Business focus

Rob Fascia Rob Fascia Greater Boston Area Details
Rob Fascia's UBS Global Asset Management Experience 1999 - 2003
Job Director/DMM Technology Accessories & Peripherals at Staples
Industry Retail
Experience
Staples  December 2014 - Present
Staples  December 2013 - December 2014
Staples  August 2012 - December 2013
Park City Group  May 2011 - August 2012
FRJ Associates   November 2010 - June 2011
CVS  November 2008 - November 2010
Sears Holdings Corporation  2006 - 2008
Exelon  2003 - 2005
UBS Global Asset Management   1999 - 2003
UBS Global Asset Management   1999 - 2003

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1996 — 1998
MBA, Finance

DePaul University   1991 — 1995
BS Finance, Finance and Economics

Bishop Eustace

Bishop Eustace

Frank Owens Frank Owens Greater New York City Area Details
Frank Owens's UBS Global Asset Management Experience 1992 - 1996
Job Principal, Thompson Partners LLC
Industry Commercial Real Estate
Experience
Thompson Partners LLC   2000 - Present
Serious Energy  2011 - 2012
W. P. Carey & Co. LLC   1998 - 2000
Devon Properties   1997 - 1998
UBS Global Asset Management   1992 - 1996
Jones Lang Wooton Realty Advisors   1991 - 1992
Prudential Realty Group  1987 - 1991

Skills
Disposition, Real Estate, Commercial Real Estate, Acquisitions, Retail, Loans, Asset Managment, Real Estate Economics, Asset Management, Real Estate Development, Valuation, Property, Portfolio Management, Investments, Marketing, Renewable Energy, Finance, Venture Capital, Business Development, Strategic Planning, Real Estate Transactions, Shopping Centers

Education
Cornell University - Johnson Graduate School of Management   1985 — 1987
MBA, Finance

Clarkson University   1979 — 1981
BS, Civil Engineering

St. Lawrence University   1976 — 1979
BS, Mathematics

Chad Pettrone Chad Pettrone Boulder, Colorado Details
Chad Pettrone's UBS Global Asset Management Experience May 2006 - May 2008
Job Sustainability Director at Northeast Seafood Products
Industry Fishery
Experience
Northeast Seafood Products   May 2015 - Present
www.flyselector.com   2011 - Present
www.chadpettrone.com   May 2008 - Present
Boulder Flycasters   July 2007 - Present
Seattle Fish Company  November 2013 - April 2015
Kirks Outdoor Adventures   April 2008 - April 2014
Orvis  April 2011 - February 2014
Vail Resorts  August 2011 - June 2012
Chad Pettrone   November 2010 - June 2011
UBS Global Asset Management   May 2006 - May 2008

Skills
Photoshop, Microsoft Office, Social Media, Coaching, Teamwork, Retail, New Business Development, Marketing Strategy, Entrepreneurship, Sales, Leadership

Education
Illinois State University   2000 — 2002
B.S., Business, Information Systems, Economics

Colorado State University   1998 — 1999

Steven McMahon, CIMA® Steven McMahon, CIMA® West Palm Beach, Florida Area Details
Steven McMahon, CIMA®'s UBS Global Asset Management Experience November 2010 - Present
Job First Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Global Asset Management   November 2010 - Present

Education
Clemson University
BA, Political Science

Vishal Fadia Vishal Fadia Ithaca, New York Details
Vishal Fadia's UBS Global Asset Management Experience June 2012 - August 2012
Job Assistant Trader at Susquehanna International Group, LLP (SIG)
Industry Financial Services
Experience
Susquehanna International Group, LLP (SIG)   February 2015 - Present
BlackRock  June 2014 - August 2014
UBS Global Asset Management   June 2012 - August 2012
Cornell University  May 2011 - August 2011

Skills
Statistics

Education
Cornell University   2013 — 2014
Master of Engineering (M.Eng.), Financial Engineering

Cornell University   2009 — 2013
Bachelor of Science (BSc), Operations Research

Christa Cynova Christa Cynova Greater Chicago Area Details
Christa Cynova's UBS Global Asset Management Experience May 2011 - October 2013
Job Portfolio Implementation Associate at William Blair & Company
Industry Investment Management
Experience
William Blair & Company  October 2013 - Present
UBS Global Asset Management   May 2011 - October 2013
UBS Global Asset Management   June 2010 - May 2011
University of Illinois at Chicago  August 2007 - May 2011
Midwestern University  May 2006 - August 2006

Skills
Financial Analysis, Financial Modeling, Portfolio Management, Equities, Mutual Funds, Asset Managment, Microsoft Office, Longview, Investments, Investment Strategies, Financial Services, Microsoft Excel, Capital Markets, Finance, Securities, Trading, Asset Management, Derivatives, Fixed Income

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2015 — 2017
Master of Business Administration (M.B.A.)

University of Illinois at Chicago   2007 — 2011
Bachelor of Science, Finance

Amar Patel Amar Patel Chicago, Illinois Details
Amar Patel's UBS Global Asset Management Experience June 2014 - August 2014
Job Sales & Trading Analyst at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets  July 2015 - Present
Big Shoulders Fund  September 2013 - Present
Group One Trading, LP  August 2014 - March 2015
UBS Global Asset Management   June 2014 - August 2014
Group One Trading, LP  March 2014 - June 2014
EY  January 2014 - March 2014
Nuveen Investments  October 2012 - December 2013
Nuveen Investments  June 2013 - August 2013
WestLake Financial Group, Inc.   May 2012 - August 2012

Skills
Timely Decision Making, Communication, Trading, Derivatives, Corporate Finance, Accounting, Economics, Sales, Financial Audits, Financial Reporting, Bloomberg Terminal, Morningstar Direct, Bloomberg, Risk Management, Financial Modeling, Investments, Equities, Financial Analysis, Microsoft Excel, Microsoft Office

Education
Harvard Business School   2014 — 2014
(Study Areas: Analytical Finance, Leadership, Brand Management, Organizational Behavior)

DePaul University
Major (Honors): Economics & Finance, Minor: Accounting

James Maggio James Maggio United States Details
James Maggio's UBS Global Asset Management Experience May 2014 - Present
Job Equities Business Controller at UBS Global Asset Management
Industry
Experience
UBS Global Asset Management   May 2014 - Present
UBS Global Asset Management   February 2011 - April 2014
Singer Trading, LLC   March 2009 - July 2010
International Trading Group  April 2007 - March 2009

Education
College of DuPage   2010 — 2014
Advanced Accounting Certificate, Accounting

University of Illinois at Urbana-Champaign   2003 — 2006
BA, Finance and Economics

Indiana University Bloomington   2002 — 2003

Benet Academy   1998 — 2002

Lucas Xu Lucas Xu New York, New York Details
Lucas Xu's UBS Global Asset Management Experience July 2012 - August 2012
Job Consultant, Distressed Debt and Asset Service Group at Deloitte
Industry Capital Markets
Experience
Deloitte  January 2015 - Present
UBS Investment Bank  June 2014 - August 2014
The M&A Advisor  September 2013 - January 2014
CCB International Capital Limited  2013 - 2013
Hart House Investment Fund   April 2012 - 2013
The Next 36  2012 - 2013
UBS Global Asset Management   July 2012 - August 2012
RBC  January 2012 - May 2012
University of Toronto  January 2012 - 2012
PwC  2011 - 2011

Skills
Bloomberg, Financial Modeling, Valuation, Corporate Finance, Derivatives, Mandarin, Economics, Equities, Capital Markets, Equity Research, Capital IQ, Financial Analysis, Fixed Income, Investments, Financial Services

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   2013 — 2014
Master of Science (M.S.)

University of Toronto - Rotman School of Management   2010 — 2013
B.Comm, Specialist in Finance & Economics

The University of Hong Kong   2011 — 2011
Exchange, Finance, General

Fudan University   2010 — 2010
Summer Exchange, Political Science and Government

University of Toronto - University of Trinity College   2010 — 2013
B.Comm, Specialist in Finance & Economics

Scott Paladini Scott Paladini Greater New York City Area Details
Scott Paladini's UBS Global Asset Management Experience 2007 - 2010
Job Founder at Bear Mattress
Industry Internet
Experience
Bear Mattress   September 2014 - Present
Hibernate Bedding   2012 - Present
General Assembly  November 2014 - Present
Synced Health   2013 - 2015
BTG Pactual  2010 - 2011
UBS Global Asset Management   2007 - 2010
Morgan Stanley  June 2002 - March 2007

Skills
Entrepreneurship, Product Development, Product Management, Consumer Products, Retail, E-commerce, Supply Chain Management, Start-up Consulting, Business Strategy, Start-up Ventures, Leadership, New Business Development, Sales, Marketing Strategy, Private Equity, Capital Raising, Strategy, Teaching, Operations Management

Education
Colby College
Bachelor of Arts, Economics

UF Hough Graduate School of Business
Master of Business Administration

University of Sydney
Study Abroad

Kelly Adair Kelly Adair Chicago, Illinois Details
Kelly Adair's UBS Global Asset Management Experience July 2006 - Present
Job Associate Director, Pricing Analyst at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   July 2006 - Present
UBS Global Asset Management   July 2006 - Present
Duff & Phelps Investment Management   January 1997 - April 2005
DUFF & PHELPS INVESTMENT MANAGEMENT COMPANY   January 1984 - April 2005
DUFF & PHELPS INVESTMENT MANAGEMENT COMPANY   January 1984 - March 2005
Duff & Phelps Investment Management   January 1994 - January 1995
Duff & Phelps Investment Management   January 1987 - January 1994
Duff & Phelps Investment Management   January 1984 - January 1987

Skills
Fixed Income, Bloomberg, Derivatives, Securities, Investments, Valuation, Market Data, Equities, Hedge Funds, Electronic Trading, Business Analysis, Trading, Risk Management, Investment Management, Data Maintenance, Series 7, Options, T-SQL, Quality Control, Pricing, Asset Managment, Process Improvement, Asset Management, Bonds, Fund Accounting, Middle Office

Education
DePaul University   1998 — 2002
Bachelor of Arts, Liberal Arts, minor in Financial Management

Queen of Peace
Liberal Arts and Sciences/Liberal Studies

Linda Kent Linda Kent Greater Chicago Area Details
Linda Kent's UBS Global Asset Management Experience January 2004 - May 2005
Job Trade Support Specialist
Industry Investment Management
Experience
BMO Financial Group  May 2014 - Present
The University of Chicago  January 2008 - April 2014
UBS Global Asset Management   January 2004 - May 2005
UBS Global Asset Management   January 1998 - January 2004

Skills
Fixed Income, Equities, U.S. Fixed Income and..., International..., Back Office Operations, Customer Support, Omgeo Oasys, ALERT, Bloomberg, Excel, Microsoft Office 2007, Windows 7, Microsoft Office, Internet Explorer, Outlook, Laptops, Windows XP Professional

Education
DePaul University
BS, Finance

Hyeseon Fally Hyeseon Fally Chicago, Illinois Details
Hyeseon Fally's UBS Global Asset Management Experience July 2013 - Present
Job Associate Director at UBS
Industry Investment Management
Experience
UBS Global Asset Management   July 2013 - Present
Kellogg School of Management  2013 - 2013
UBS Hana Asset Management   July 2007 - June 2008
UBS Global Asset Management   July 2005 - June 2007
CDW  January 2003 - July 2005

Skills
Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Consolidation, IFRS, SAP, Financial Accounting, Budgets, Strategic Planning, Forecasting, US GAAP, Financial Forecasting, Essbase, Hyperion Enterprise, PeopleSoft

Education
Ewha Womans University
Bachelor's degree

Sogang University
Postgraduate Diploma in International Accounting and Finance, AICPA

Alan Risola Alan Risola New York, New York Details
Alan Risola's UBS Global Asset Management Experience May 2013 - Present
Job Investment Consultant
Industry Financial Services
Experience
UBS Global Asset Management   May 2013 - Present
UBS O'Connor  February 2012 - Present
Deloitte & Touche  January 2011 - February 2012
CBIZ MHM, LLC  January 2010 - December 2010

Skills
Financial Reporting, Auditing, Valuation, Internal Controls, Financial Statements, Financial Services, Private Equity, Financial Analysis, Management, Corporate Finance, Accounting, Asset Management, Sarbanes-Oxley Act, Financial Modeling, Hedge Funds, Tax

Education
St. John's University, The Peter J. Tobin College of Business   2008 — 2009
Masters, Accounting

Dowling College   2003 — 2007
Bachelors Degree, Finance

Adil Ali Adil Ali Greater Chicago Area Details
Adil Ali's UBS Global Asset Management Experience June 2012 - September 2012
Job Staff Consultant at Source Consulting Group LLC
Industry Financial Services
Experience
Source Consulting Group LLC  August 2015 - Present
U.S. Bank   October 2013 - Present
UBS Global Asset Management   June 2012 - September 2012
Holiday Inn Hotel & Suites  March 2011 - September 2011

Skills
Financial Analysis, Microsoft Office, Financial Modeling, Accounting, Corporate Finance, Financial Reporting, Investments, Valuation, Banking, Strategic Financial..., Finance

Education
DePaul University   2009 — 2013
Bachelor of Commerce (B.Com.), Finance, General

DePaul University   2009 — 2013
Bachelor's degree, Finance, General

Neal Austria Neal Austria New York, New York Details
Neal Austria's UBS Global Asset Management Experience January 2008 - April 2008
Job Equity Research Analyst at ClearBridge Investments, Legg Mason
Industry Investment Management
Experience
ClearBridge Investments  June 2009 - Present
UBS Global Asset Management   January 2008 - April 2008
Merrill Lynch  September 2004 - July 2007
Rosetta Research   January 2004 - August 2004
Morgan Stanley  December 2002 - December 2003

Skills
Series 7, Equity Research, Equities, Investments, Asset Managment

Education
Columbia University - Columbia Business School   2007 — 2009
Master of Business Administration (MBA), Finance, General

New York University - Leonard N. Stern School of Business   1998 — 2002
Bachelor of Science (BS), Finance

Pequannock Township High School   1994 — 1998

Diane Nossem Diane Nossem Greater Chicago Area Details
Diane Nossem's UBS Global Asset Management Experience July 1990 - July 2002
Job Global Proposal Writer, Communication Professional
Industry Marketing and Advertising
Experience
Panduit  November 2010 - Present
Blue Cross and Blue Shield Association  July 2010 - December 2010
Holland Capital Management LLC   January 2004 - May 2009
Chicago Equity Partners, LLC   July 2002 - November 2004
UBS Global Asset Management   July 1990 - July 2002
Brinson Partners  July 1990 - July 2002
The John Joseph Group, Ltd   January 1989 - July 1990
The Derson Group, Ltd   January 1986 - January 1989

Skills
Marketing Communications, Editing, Project Management, Marketing, Presentation Development, English, Proposal Writing, Integrated Marketing, Strategy, Leadership, Strategic Communications, PowerPoint, Content Management, Brand Management, Customer Service, Market Research, Internal Communications, Graphic Design, Advertising and Public...

Education
DePaul University   1997 — 2000
B.A, English

St. Francis de Sales

Vadim Belobrovka Vadim Belobrovka Greater New York City Area Details
Vadim Belobrovka's UBS Global Asset Management Experience November 2006 - August 2008
Job Entrepreneur. Technologist. Proud father of two perfect girls, my only true gift to Humanity. You're welcome Humanity!
Industry Financial Services
Experience
CompStak, Inc.   July 2011 - Present
CRT Capital Group  September 2010 - March 2011
Corbin Capital Partners  November 2008 - September 2010
UBS Global Asset Management   November 2006 - August 2008
Citigroup  November 2005 - October 2006
JPMorganChase  July 2004 - October 2005

Skills
Entrepreneurship, Start-ups, Venture Capital, Product Management, Strategy, Product Developement, Team Building, Analytics, Product Development, Business Development, E-commerce, SEO, Strategic Partnerships, Consulting, Mobile Devices, Mobile Applications, Online Advertising, Project Management, SaaS, Cloud Computing, User Experience, Business Strategy, Software Development, Enterprise Software, Web Applications, Competitive Analysis, Big Data

Education
Columbia University - Fu Foundation School of Engineering and Applied Science
BS, Computer Engineering

Jessica W. Long Jessica W. Long New York, New York Details
Jessica W. Long's UBS Global Asset Management Experience April 2012 - Present
Job Investment Consultant at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   April 2012 - Present
FactSet Research Systems  August 2011 - April 2012
UBS  May 2010 - August 2010
KNG SECURITIES LLP   October 2009 - December 2009
Pitney Bowes  May 2009 - August 2009

Skills
Series 7, Series 66, Sales, Asset Allocation, Capital Markets, Asset Management, Hedge Funds, Global Asset Management, Alternative Investments

Education
Colgate University   2007 — 2011
Bachelor of Arts Degree, Economics

Staples High School   2003 — 2007

Ned McNally Ned McNally Greater Chicago Area Details
Ned McNally's UBS Global Asset Management Experience September 2014 - Present
Job Director FIG National Sales Manager UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   September 2014 - Present
J.P. Morgan   March 2013 - September 2014
Aurora Investment Management  August 2011 - February 2013
DWS Investments  January 2011 - August 2011
Deutsche Bank/DWS Investments   January 2007 - January 2011
Deutsche Bank/DWS Investments   March 2003 - December 2007
Deutsche Bank/DWS Investments   March 2003 - January 2004
Accurint   2001 - 2003

Skills
Investments, Capital Markets, Insurance, Business Development, Marketing, Alternative Investments, Client Development, Consultative Style, Sales Management, Mutual Funds, Limited Partnerships, Series 7, Series 63, Series 6, Qualified Retirement..., Retirement, Asset Management, Relationship Management, Variable Annuities, Fund Of Funds, Retirement Planning, Hedge Funds, 401k, Financial Services, Securities, Asset Allocation, Defined Contribution, Pensions, Financial Markets, Finance, Fixed Annuities, Investment Management, Separately Managed..., Financial Advisory, ETFs, Investment Strategies

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2007 — 2009
MBA

Georgetown University   1997 — 2001
BA

Jeanine Barnett Jeanine Barnett San Francisco Bay Area Details
Jeanine Barnett's UBS Global Asset Management Experience August 2002 - June 2007
Job Director of Strategic Business Development, ReadytoWear at Sears Holdings Corporation
Industry Retail
Experience
Sears Holdings Corporation  June 2014 - Present
Sears Holdings Corporation  August 2013 - June 2014
Sears Holdings Corporation  August 2012 - July 2013
Sears Holdings Corporation  November 2011 - September 2012
Sears Holdings Corporation  April 2010 - October 2011
Sears Holdings Corporation  July 2009 - July 2011
Sears Holdings Corporation  August 2009 - April 2010
Yves Saint Laurent  May 2009 - July 2009
UBS Global Asset Management   August 2002 - June 2007

Education
Harvard Business School   2007 — 2009

Delaware State University
Bachelor of Science

Shirley Chan Shirley Chan Greater New York City Area Details
Shirley Chan's UBS Global Asset Management Experience March 2006 - August 2009
Job Executive Assistant at Berkeley Research Group LLC
Industry Financial Services
Experience
Berkeley Research Group LLC  February 2015 - Present
Moody's Corporation  July 2014 - December 2014
FTI Consulting  September 2009 - July 2014
UBS Global Asset Management   March 2006 - August 2009

Skills
Corporate Finance, Restructuring, Microsoft Office, Executive Support, Project Management, C-level support, Salesforce.com, Ratings, Concur, Social Networking, Corporate Events, Microsoft Excel

Education
CUNY School of Professional Studies
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Jeannette Namovic, PMP, MBA Jeannette Namovic, PMP, MBA Greater Chicago Area Details
Jeannette Namovic, PMP, MBA's UBS Global Asset Management Experience 1991 - 2006
Job Sr. Project Manager at Nico Holdings LLC
Industry Financial Services
Experience
Nico Holdings LLC  July 2009 - Present
Harris Associates  January 2007 - September 2008
UBS Global Asset Management   1991 - 2006
Chicago Stock Exchange  1989 - 1991

Skills
Microsoft Project, Microsoft PowerPoint, Microsoft Visio, Microsoft Office, WBS ChartPro, SharePoint, C, Perl, FIX, TCP/IP, Unix, Linux, SQL 2008, Oracle SQL, PL/SQL

Education
Chicago Deming Assoc.   2009 — 2009
Six Sigma Green Belt Training

Illinois Institute of Technology   1985 — 1987
MBA, Business

Northern Illinois University   1976 — 1980
BFA

DePaul University

Cassie Williams Cassie Williams Greater Los Angeles Area Details
Cassie Williams's UBS Global Asset Management Experience 1998 - 2006
Job Marketing and Client Services
Industry Investment Management
Experience
First Quadrant  May 2007 - Present
UBS Global Asset Management   1998 - 2006
Brinson Partners  1993 - 1998

Skills
Microsoft Excel, Asset Managment, Marketing Communications, Accounting, Investments, Hedge Funds, Marketing Strategy, Business Analysis, Investment Strategies, Asset Management, Microsoft Office, Equities, Analysis, Financial Analysis, Alternative Investments, Research, Business Strategy, Management

Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance

University of Illinois at Chicago
BS, Accounting

Mary Tritley Mary Tritley Greater Chicago Area Details
Mary Tritley's UBS Global Asset Management Experience 2001 - June 2015
Job
Industry Investment Management
Experience
UBS Global Asset Management   2001 - June 2015
American Century Investments  2000 - 2001
Zurich Scudder Investments  1995 - 2000

Skills
Asset Managment, Alternative Investments, Asset Allocation, Capital Markets, Asset Management, Equities, Fixed Income, Hedge Funds, Institutional..., Investment Management, Investment Strategies, Investments, Morningstar, Portfolio Management, Private Equity, Strategy

Education
Dartmouth College - The Tuck School of Business at Dartmouth   1993 — 1995
MBA, Investments and Securities

DePauw University   1987 — 1991
BA, Economics

Susan Seborg Susan Seborg Greater New York City Area Details
Susan Seborg's UBS Global Asset Management Experience February 2014 - May 2015
Job Associate Director at UBS A&Q Hedge Fund Solutions
Industry Financial Services
Experience
Goldman Sachs  June 2015 - Present
UBS Global Asset Management   February 2014 - May 2015
The New Traditionalists  March 2013 - January 2014
BlackRock  August 2010 - March 2013
BlackRock  July 2008 - August 2010

Skills
Portfolio Management, Equities, Fixed Income, Competitive Analysis, Mutual Funds, Analysis, Forecasting, Due Diligence, Management, Budgets, Strategic Planning, Market Data, Marketing, Asset Management, Financial Analysis, Investments, Financial Modeling, Valuation, Bloomberg, Alternative Investments, Strategic Financial...

Education
Drexel University - College of Business and Administration   2004 — 2008
BS, Finance, Minor in Architecture, Magna Cum Laude

The George Washington University - School of Business   2003 — 2004
Business

FINRA - Series 7, 63

Blake Pontius Blake Pontius Greater Chicago Area Details
Blake Pontius's UBS Global Asset Management Experience December 2003 - July 2005
Job International Equity Specialist at William Blair and Company
Industry Investment Management
Experience
William Blair and Company  August 2005 - Present
UBS Global Asset Management   December 2003 - July 2005
Mercer Investment Consulting  August 1997 - December 2003

Skills
Investments, Equities

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2005 — 2007
M.B.A., Finance

Michigan State University   1993 — 1997
B.A., Economics

David Walczak, CFA, FRM David Walczak, CFA, FRM Greater Chicago Area Details
David Walczak, CFA, FRM's UBS Global Asset Management Experience September 2007 - Present
Job Director Fixed Income, UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   September 2007 - Present
MB Financial Bank  September 2003 - September 2007

Skills
Asset Management, Bloomberg, Fixed Income, Securities

Education
DePaul University   2001 — 2005
Economics

Jamie Smith Roô Jamie Smith Roô Greater New York City Area Details
Jamie Smith Roô's UBS Global Asset Management Experience January 1998 - July 2014
Job Executive Director, Head of Asset Class Marketing, JPMorgan Private Bank
Industry Investment Management
Experience
J.P. Morgan   August 2014 - Present
UBS Global Asset Management   January 1998 - July 2014
Procter & Gamble  September 1995 - September 1997

Skills
Investments, Mutual Funds, Equities, Marketing Strategy, Marketing, Hedge Funds, Strategic Planning, Alternative Investments, Fixed Income, Separately Managed..., Marketing Communications, Project Management, Marketing Management, Strategy, Product Management

Education
New York University - Leonard N. Stern School of Business   2005 — 2008
MBA, Finance; Entertainment, Media and Technology

Duke University   1991 — 1995
BA, Public Polilcy, Drama, Music

Todd Nicotra Todd Nicotra Greater New York City Area Details
Todd Nicotra's UBS Global Asset Management Experience June 2008 - June 2012
Job Senior Development Manager
Industry Commercial Real Estate
Experience
AvalonBay Communities  June 2012 - Present
UBS Global Asset Management   June 2008 - June 2012
Olympia Properties   December 2003 - August 2008

Education
Yale University - Yale School of Management   2007 — 2009
MBA

Dartmouth College   1993 — 1997

Vlad Tsekanovskiy Vlad Tsekanovskiy Greater New York City Area Details
Vlad Tsekanovskiy's UBS Global Asset Management Experience July 2000 - March 2002
Job VP Technology Innovations,BI,Forecasting, Actuarial IT
Industry Computer Software
Experience
AIG  March 2007 - Present
Bessemer Trust  March 2002 - March 2007
UBS Global Asset Management   July 2000 - March 2002
Viacom  1998 - 2000
Merck Pharma  1995 - 1998

Skills
Business Intelligence, Business Analysis, Management, Portfolio Management, Data Warehousing, Software Development, Outsourcing, Investment Banking, SDLC, Fixed Income, Software Project..., IT Strategy, Web Applications, Web Services, CRM, Requirements Analysis, Project Management

Education
State University of New York College at Buffalo   1991 — 1993
masters, Math

Donetsk National University   1981 — 1986
bachelor, math

Sebastian Brukalo Sebastian Brukalo Greater Chicago Area Details
Sebastian Brukalo's UBS Global Asset Management Experience March 2013 - September 2013
Job Software Developer at CIC Plus
Industry Financial Services
Experience
CIC Plus  September 2013 - Present
UBS Global Asset Management   March 2013 - September 2013
CCC Information Services  September 2011 - March 2013
Independent Contractor  February 2011 - September 2011
RealTick  September 2009 - January 2011
Redbox  April 2008 - October 2009
Morningstar, Inc.   April 2006 - April 2008
Chicago Stock Exchange  February 2001 - April 2006
!hey Inc.   January 1999 - February 2001

Skills
C#, C++, System Architecture, Distributed Systems, Client/server, Agile Methodologies, Microsoft SQL Server, .NET, SQL, Trading Systems, Software Development, XML, Java, Unix, T-SQL, Visual Studio, Database Design, SDLC, Web Services, Multithreading, Databases, TCP/IP, Programming, ASP.NET, Software Project..., WCF, WPF, Scrum, Oracle, Testing, LINQ, Object Oriented Design, Enterprise Software, Enterprise Architecture, SOA, Design Patterns, NUnit, Agile Project Management, Software Design, Software Engineering, Perl, ASP.NET MVC, AJAX, Spring, REST, WinForms, Test Driven Development, jQuery, CSS, TFS

Education
DePaul University   2005 — 2007
Master, Distributed Systems

DePaul University   1998 — 2003
Bachelor, Computer Science

David Birkenkamp David Birkenkamp Greater Chicago Area Details
David Birkenkamp's UBS Global Asset Management Experience August 2011 - February 2014
Job Operations Process Improvement manager at UBS Global Asset Management
Industry Financial Services
Experience
Northern Trust Corporation  June 2015 - Present
UBS  February 2014 - July 2015
UBS Global Asset Management   August 2011 - February 2014
UBS  June 2008 - March 2011
UBS Global Asset Management   November 2004 - June 2009

Skills
Portfolio Management, Mutual Funds, Bloomberg, Project Management, Asset Management, Asset Allocation, Team Leadership, Derivatives, Asset Managment, Fixed Income, Management, Strategy

Education
Northern Illinois University - College of Business   1999 — 2004
Master of Business Administration (M.B.A.), Business Administration, Management and Operations

Columbia College   1996 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Adriana Laura Cook Adriana Laura Cook River Forest, Illinois Details
Adriana Laura Cook's UBS Global Asset Management Experience September 1998 - August 2003
Job Real Estate Broker, Classic Properties
Industry Real Estate
Experience
Classic Properties Oak Park   August 2004 - Present
Aestas Consort   July 2013 - Present
PRISM Partners LLC   August 2014 - June 2015
Guitars Over Guns   August 2014 - June 2015
Calvary Memorial Church  August 2011 - May 2014
UBS Global Asset Management   September 1998 - August 2003

Skills
Real Estate, Commercial Real Estate, Business Management, Manage Client..., New Business Development, Business Analysis, Customer Service, Business Strategy, Customer Satisfaction, Sales Negotiations, Referrals, Sales, Market Analysis, Home Staging, Management, Interior Design, Exterior Design, Marketing Communications, Business, Stress Management in..., Music, Singing, Vocalist, Piano, Teaching, Performing Arts, Fine Art, Music Theory, Fundraising, Volunteer Management, Event Planning, Event Management, Public Relations, Marketing, Community Outreach, Musicians, Music Industry, Nonprofits, Arts Administration, Foreign Languages:..., Composition, Negotiation

Education
DePaul University   1997 — 2000
Bachelor's degree, Business Administration and Management, General

DePaul University   1996 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management

Marco Tinio Marco Tinio Greater Chicago Area Details
Marco Tinio's UBS Global Asset Management Experience July 2013 - Present
Job Authorized Officer, Trade Support Analyst at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   July 2013 - Present
Northern Trust  March 2008 - July 2013
Horizon Cash Management  April 2005 - March 2008
Horizon Cash Management  April 2004 - April 2005
Corus Bank  May 2000 - April 2004

Skills
Microsoft Excel, Microsoft Office, Bond Trading Operations, Fixed Income Analysis, Asset Managment, Asset Management, Portfolio Management, Fixed Income, Securities, Bloomberg, Financial Analysis, Process Improvement, Derivatives, Equities

Education
DePaul University   1998 — 2002
Bachelor of Science, Commerce Marketing major

Denise Holman Denise Holman Greater Chicago Area Details
Denise Holman's UBS Global Asset Management Experience August 1999 - Present
Job Middle Office Supervisor
Industry Financial Services
Experience
Ariel Investments  October 2014 - Present
UBS Global Asset Management   August 1999 - Present
UBS Global Asset Management   1998 - 2010
Bank of America  January 1998 - August 1999
UBS Investment Bank  July 1994 - January 1998

Skills
Equities, Mutual Funds, Hedge Funds, Portfolio Management, Equity Trading, Trading, Asset Management, Accounting, Bloomberg, Alternative Investments, Investments, Fixed Income, Account Reconciliation, Bonds, Derivatives, Asset Managment

Education
DePaul University

cliff wu cliff wu Greater Chicago Area Details
cliff wu's UBS Global Asset Management Experience 2003 - 2004
Job Consulting Technical Director at Oracle
Industry Information Technology and Services
Experience
Oracle  November 2010 - Present
Oracle  July 2007 - November 2010
Hyperion Solutions  2000 - 2007
UBS Global Asset Management   2003 - 2004
Case New Holland  1998 - 2000
Case Corporation  1998 - 2000
ARCO/BP  1996 - 1998

Education
The University of Chicago Booth School of Business   1994 — 1996
MBA, Finance and Accounting

Cornell University

Peking University

Tanmoy Brahma Tanmoy Brahma Greater New York City Area Details
Tanmoy Brahma's UBS Global Asset Management Experience 1996 - 2000
Job Director at New York Life Investment Management
Industry Financial Services
Experience
New York Life Investment Management  July 2000 - Present
UBS Global Asset Management   1996 - 2000
Data Exchange  May 1987 - March 1996

Skills
Equities, Portfolio Management, Asset Managment, Investment Banking, Fixed Income, Trading Systems, Investments, Wealth Management, Financial Services, Hedge Funds, Derivatives, Mutual Funds, Asset Management, Capital Markets, Business Analysis, Securities, Project Management, Data Warehousing, SDLC, Eagle PACE, Trading, Finance, Bloomberg, Risk Management, Investment Management, Alternative Investments, FX Options, Middle Office, Valuation, Financial Markets, Portfolio Performance..., Asset Allocation, Data Management, Options, Electronic Trading, Equity Trading, Bonds, Structured Products, Swaps, Market Data, Back Office, Financial Risk, Investment Strategies, Equity Derivatives, Equity Research, Vendor Management, Management, Program Management

Education
Drexel University   1985 — 1987
MS Computer Science

Temple University - Fox School of Business and Management   1983 — 1985
MBA Finance

Indian Institute of Technology (Banaras Hindu University), Varanasi   1977 — 1982
B Tech, Electrical engineering

St. Xavier School - Delhi   1966 — 1977
HIgher Secondary, Science

Scott Bondurant Scott Bondurant Greater Chicago Area Details
Scott Bondurant's UBS Global Asset Management Experience 2005 - Present
Job Long/Short Strategist at UBS
Industry Investment Management
Experience
UBS Global Asset Management   2005 - Present
Morgan Stanley  1996 - 2005
Kidder Peabody  1989 - 1995

Education
Duke University   1987 — 1989
MBA

Stanford University   1978 — 1982
B.A., History

Matthew Liebman, CFA, CRPC®, CAIA Matthew Liebman, CFA, CRPC®, CAIA Greater Philadelphia Area Details
Matthew Liebman, CFA, CRPC®, CAIA's UBS Global Asset Management Experience 2000 - 2004
Job Senior Vice President Wealth Management, Senior Financial Advisor
Industry Financial Services
Experience
Merrill Lynch  July 2008 - Present
Old Iron Hill Capital Management, LLC   January 2005 - June 2008
UBS Global Asset Management   2000 - 2004

Education
Emory University - Goizueta Business School   1996 — 2000

Penn Charter

Peter Siciliano Peter Siciliano Greater New York City Area Details
Peter Siciliano's UBS Global Asset Management Experience 2007 - 2012
Job Director at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   2007 - 2012
Fitch Ratings  2004 - 2007
ABP Investments  2001 - 2003
ING Baring Capital Corporation   1997 - 1999
Smith Barney  1994 - 1997

Skills
Securities, Real Estate, Equities, Valuation, Financial Modeling, Buy-side, Equity Research, Private Equity, Credit Analysis, Portfolio Management, Investments, Investment Strategies, Finance, Equity Valuation, Bloomberg, Capital Markets, Financial Markets, Corporate Finance, Asset Allocation, Asset Management, Real Estate Economics, Mutual Funds, Investment Management, Financial Analysis

Education
The Tuck School of Business at Dartmouth   1999 — 2001
MBA, Finance & Economics

Colgate University   1990 — 1994
BA, Mathematical Economics

Dennise Henry Dennise Henry Greater Chicago Area Details
Dennise Henry's UBS Global Asset Management Experience 2001 - 2004
Job at Bank of America
Industry Financial Services
Experience
Bank of America  May 2010 - Present
TransUnion ITC   July 2007 - 2009
Wrigley Company   2007 - 2007
LaSalle Bank  2005 - 2006
ABN AMRO LaSalle Bank  2005 - 2006
BP Amoco  2004 - 2004
UBS Global Asset Management   2001 - 2004
USN Communications  May 1998 - August 2001
University of Illinois at Chicago  1994 - 1997

Education
DePaul University   2005 — 2007
MS, Information Systems

University of Illinois at Chicago   1994 — 1997
BS, Information Decision Sciences

John Leonard John Leonard Greater Chicago Area Details
John Leonard's UBS Global Asset Management Experience April 2008 - Present
Job Global Head of Equities at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   April 2008 - Present
UBS Global Asset Management   December 2007 - April 2008
UBS Global Asset Management   January 2000 - December 2007
UBS Global Asset Management   December 1998 - January 2000
SBC Brinson   September 1994 - December 1998
Brinson Partners  July 1991 - September 1994

Skills
Asset Managment, Portfolio Management, Investments, Hedge Funds, Alternative Investments, Asset Allocation, Equities, Investment Strategies, Valuation, Mutual Funds, Fixed Income, Financial Modeling, Investment Management, Bloomberg, Equity Research, Capital Markets, Asset Management, Series 7, Securities, Organizational..., Not for Profit, Finance

Education
The University of Chicago Booth School of Business   1989 — 1991
MBA, Finance

Dartmouth College   1979 — 1983
A.B., Government

Jim Malles Jim Malles Greater Chicago Area Details
Jim Malles's UBS Global Asset Management Experience January 2001 - Present
Job Head of US Equity Trading at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   January 2001 - Present

Education
DePauw University   1979 — 1983

Kirk Sims, CFA Kirk Sims, CFA Greater Chicago Area Details
Kirk Sims, CFA's UBS Global Asset Management Experience 1996 - 1999
Job Public Pension, Emerging Managers
Industry Investment Management
Experience
Teachers Retirement System of illinois  November 2013 - Present
Prudential Retirement  May 2010 - November 2013
FIRST TRUST PORTFOLIOS  May 2004 - January 2009
Thomas White International  July 2000 - April 2004
Brinson Partners Inc.   June 1996 - June 2000
UBS Global Asset Management   1996 - 1999

Education
Columbia University - Columbia Business School   1994 — 1996
MBA, FINANCE

Andrew Scandalios Andrew Scandalios Greater New York City Area Details
Andrew Scandalios's UBS Global Asset Management Experience October 1994 - October 1997
Job Senior Managing Director at HFF
Industry Real Estate
Experience
HFF  August 2001 - Present
DTZ Rockwood  October 1997 - August 2001
UBS Global Asset Management   October 1994 - October 1997

Skills
Real Estate Economics, Disposition, Real Estate Development, Real Estate, Real Estate Transactions, Investment Properties, Brokerage, Asset Managment, Real Estate Financing, Leases, Valuation, Due Diligence, Corporate Real Estate, Investments, Property Management

Education
New York University   1992 — 1994
MS, Real Estate Investments

Fairfield University   1986 — 1990
Finance

Chris Gleason CFA Chris Gleason CFA Greater Chicago Area Details
Chris Gleason CFA's UBS Global Asset Management Experience April 2000 - June 2008
Job Managing Partner at Taran Asset Management
Industry Investment Management
Experience
Taran Asset Management   March 2012 - Present
Alyeska Investment Group  August 2008 - February 2012
UBS Global Asset Management   April 2000 - June 2008
UBS Global Asset Management (Brinson Partners)   May 1998 - April 2000
Brinson Partners  May 1996 - May 1998
Brinson Partners Inc.   October 1993 - May 1996

Skills
Hedge Funds, Industry Analysis, Asset Allocation, Equities, Portfolio Management, Risk Management, Global TMT, Competitive Analysis, Valuation, Equity Research, Investments, Alternative Investments, TMT, Asset Managment, Derivatives, Mutual Funds, Investment Strategies, Investor Relations, Capital Markets, Fund Of Funds, Private Equity, Trading, Investment Management, Asset Management, Fixed Income, Equity Valuation, Financial Markets, Financial Modeling, Finance, Emerging Markets, Bloomberg, Institutional...

Education
The University of Chicago Booth School of Business   1994 — 1997
MBA, Finance, Strategy & International Business

DePauw University   1987 — 1991
BA, Economics

Evan Metcalf-Putnam Evan Metcalf-Putnam Greater Chicago Area Details
Evan Metcalf-Putnam's UBS Global Asset Management Experience 2010 - 2014
Job Sr. Software Engineer at HERE, a Nokia business
Industry Financial Services
Experience
HERE, a Nokia business  2014 - Present
UBS Global Asset Management   2010 - 2014
UBS Global Asset Management   2007 - 2010
Cornell College  2003 - 2007
Fort Dodge Animal Health  2004 - 2004

Skills
SQL, Agile Methodologies, XML, Microsoft SQL Server, Software Development, Unix, Java, Web Services, Databases

Education
Cornell College
Bachelor of Arts (BA), Mathematics and Computer Science

DePaul University
MS, Computer Science

Eriana Spencer Eriana Spencer Greater Chicago Area Details
Eriana Spencer's UBS Global Asset Management Experience March 2011 - Present
Job Associate Director, Marketing
Industry Financial Services
Experience
UBS Global Asset Management   March 2011 - Present
Women's Bar Association of Illinois   September 2007 - March 2011
Chicago Rush Arena Football  February 2004 - June 2010
Cincinnati Jungle Kats, arenafootball2   January 2006 - September 2007
Barbara Stewart Realty - Rubloff Residential Properties   July 2002 - December 2005

Skills
Leadership, Event Planning, Project Planning, Fundraising, PowerPoint, Sports, Public Relations

Education
DePaul University   1998 — 2002
Political Science and Government

United States Sports Academy
Masters, Management

Lawrence A. Cook, CFA, CAIA Lawrence A. Cook, CFA, CAIA Chicago, Illinois Details
Lawrence A. Cook, CFA, CAIA's UBS Global Asset Management Experience January 2011 - Present
Job Executive Director at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   January 2011 - Present
Zazove Associates   May 2006 - September 2010
Merrill Lynch  May 2003 - May 2006
Morgan Stanley  September 1990 - November 2002
Montgomery Securities  July 1986 - August 1990

Skills
Equities, Asset Management, Capital Markets, Customer Relations, Institutional, Asset Managment, Alternative Investments, Customer Service, Fixed Income, Relationship Management, Hedge Funds, Asset Allocation, Investment Management, Investment Strategies, Series 7

Education
Northwestern University - Kellogg School of Management   1984 — 1986
MBA, Finance, Accounting

Colorado College   1979 — 1983
BA, Economics

The University of Edinburgh   1980 — 1981
Economics

Lyons Township High School

Lyons Township High School

Lyons Township High School

Ann Heidenreich Ann Heidenreich New York, New York Details
Ann Heidenreich's UBS Global Asset Management Experience 1995 - 1998
Job Founder at Tutoring 911
Industry Investment Banking
Experience
The Episcopal Dioceses of New York and Massachusetts   April 2005 - February 2012
Standard & Poor's   June 2008 - December 2008
JPMorgan Chase  2003 - 2005
JPMorgan Chase  2001 - 2003
J.P. Morgan   1999 - 2001
J.P. Morgan   1998 - 1999
UBS Global Asset Management   1995 - 1998
MetLife  1993 - 1995

Skills
High Yield, Credit Risk, Capital Markets, Credit Derivatives, Risk Management, Portfolio Management, CDS, Tutoring, Treasury, Research, Investment Strategies, Fundraising, Mathematics, Financial Accounting

Education
University of Pennsylvania - The Wharton School   2008 — 2008

University of Rochester - William E. Simon Graduate School of Business Administration   1991 — 1993
M.B.A.

Dartmouth College   1982 — 1986
Bachelor of Arts (B.A.)

Jeffrey Sutton Jeffrey Sutton Greater New York City Area Details
Jeffrey Sutton's UBS Global Asset Management Experience June 2005 - April 2009
Job Senior Managing Director, The Consulting Group of Oppenheimer Asset Management
Industry Investment Management
Experience
Oppenheimer Asset Management  April 2009 - Present
UBS Global Asset Management   June 2005 - April 2009
Northern Trust Global Advisors  2003 - 2005
ForstmannLeff  2002 - 2003

Skills
Equities, Asset Managment, Portfolio Management, Investments, Equity Research, Bloomberg, Capital Markets, Series 7, Fixed Income, Financial Modeling, Valuation, Series 63

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1995 — 1998
MBA, Finance

Indiana University Bloomington   1988 — 1992
Bachelor's degree

josh chisari josh chisari New York, New York Details
josh chisari's UBS Global Asset Management Experience July 2004 - March 2013
Job Executive Director, Consultant Relations at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan   May 2014 - Present
J.P. Morgan   October 2011 - April 2014
UBS Global Asset Management   July 2004 - March 2013
UBS Global Asset Management   October 2002 - July 2004
J&W Seligman  January 1999 - October 2002
Morgan Stanley  June 1995 - February 1999

Skills
Hedge Funds, Trading, Equities, Mutual Funds, Securities, Portfolio Management, Investment Management, Investments, Alternative Investments, Asset Allocation, Behavioral Finance, Product Management, Strategy, Mergers

Education
Concordia College   1992 — 1995
Bachelor of Science (B.S.), Finance, General

Nancy Gonzales Nancy Gonzales Greater Chicago Area Details
Nancy Gonzales's UBS Global Asset Management Experience March 1987 - May 2013
Job Head of Marketing and Creative Services at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial  June 2013 - Present
UBS Global Asset Management   March 1987 - May 2013

Skills
Asset Management, Alternative Investments, Mutual Funds, Hedge Funds, Marketing Communications, Equities, Portfolio Management, Asset Allocation, Investment Management, Investments, Fixed Income, Corporate Communications, Strategy, Marketing Strategy, Investment Strategies

Education
DePaul University   1989 — 1993
Bachelor's degree, Business Administration and Management, General

Notre Dame High School   1981 — 1985

St John Berchmans   1973 — 1981

Michael Flook Michael Flook Greater Philadelphia Area Details
Michael Flook's UBS Global Asset Management Experience 2006 - October 2014
Job Treasurer, Hartford Funds
Industry Investment Management
Experience
Hartford Funds  November 2014 - Present
UBS Global Asset Management   2006 - October 2014
The Reserve Funds  2005 - 2006
PFPC  2000 - 2004
SEI  1998 - 2000
Merrill Lynch  1989 - 1998

Skills
Derivatives, Fund Accounting, Valuation, Fund Administration, Board Reporting, Internal Controls, Investment Management, Finance, Fund Of Funds, Mutual Funds, Fixed Income, Bloomberg, Equities, Alternative Investments, Securities

Education
Colorado State University

Jim Bellemare Jim Bellemare Hartford, Connecticut Area Details
Jim Bellemare's UBS Global Asset Management Experience June 2010 - Present
Job Associate Director at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   June 2010 - Present
Hartford Life  April 2003 - June 2010
ESPN  1999 - 2003
Arthur Andersen LLP  October 1995 - June 1999

Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Accounting, Strategic Financial..., Forecasting, Auditing, Asset Managment, GAAP, Corporate Finance, Process Improvement, Business Analysis, Finance, US GAAP

Education
Fairfield University   1991 — 1995
Bachelor of Science (B.S.), Accounting

University of Connecticut
MBA

Alex Moritz Alex Moritz Greater Chicago Area Details
Alex Moritz's UBS Global Asset Management Experience May 2015 - Present
Job Associate Director at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   May 2015 - Present
Morningstar  September 2014 - May 2015
Morningstar  November 2013 - September 2014
Morningstar  September 2010 - November 2013
Morningstar  May 2008 - September 2010
Cambridge Global Payments  September 2007 - May 2008

Skills
Equities, Financial Markets, Morningstar Direct, Asset Allocation, Financial Services, Investments, Investment Strategies, Management, Mutual Funds, Business Analysis, Relationship Management, Portfolio Management

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2015 — 2017
Master of Business Administration (M.B.A.), Business Strategy and Finance

Loyola University Chicago   2004 — 2007
BA, Economics, French

James Marzano James Marzano Chicago, Illinois Details
James Marzano's UBS Global Asset Management Experience March 2014 - April 2015
Job Project Manager/ Business Analyst
Industry Financial Services
Experience
SunTrust Robinson Humphrey  May 2015 - Present
UBS Global Asset Management   March 2014 - April 2015
Metrixx   January 2011 - March 2014
TradeStation Securities  2010 - 2011
Bell Trading   2009 - 2010
GH Traders   2008 - 2009
Breakwater Trading  2005 - 2007

Skills
Equity Valuation, Treasury, Options

Education
DePaul University   2008 — 2011
MS, Computer Science

St. Norbert College   1992 — 1996
BBA, Business Administration

Maura Ryan Maura Ryan Greater New York City Area Details
Maura Ryan's UBS Global Asset Management Experience 1994 - 2002
Job
Industry Financial Services
Experience
Adler Branding & Marketing Services   November 2013 - Present
Thinkwell, Inc.   2011 - 2013
Dix Hills Partners, LLC   2009 - 2011
DWS Investments  2007 - 2009
Dreyfus  2004 - 2007
UBS Global Asset Management   1994 - 2002

Skills
Mutual Funds, Investments, Alternative Investments, Business Development, Financial Services, Asset Management, Marketing, Finance, Marketing Communications, Investment Strategies, Sales, Financial Advisory, Asset Allocation, Retirement, Financial Planning

Education
Fairfield University
BS, Finance

Ana Beltran Ana Beltran Chicago, Illinois Details
Ana Beltran's UBS Global Asset Management Experience March 2009 - Present
Job Accountant at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   March 2009 - Present
UBS Alternative and Quantitative Investments   March 2011 - October 2012
Core Staffing  August 2008 - March 2009
Core Finishing   May 2008 - August 2008
North American Spine Society  March 2004 - April 2008
United Scrap Metal, Inc   August 1999 - February 2004
Par Packaging, Inc   November 1997 - August 1999
Data Air Courier, Inc   October 1994 - November 1997

Skills
Account Reconciliation, Accounts Payable, Accounting, Payroll, Invoicing, Access, Microsoft Excel, Variance Analysis, Journal Entries, Accruals, Financial Statements, Bank Reconciliation, Finance, Microsoft Office, Accounts Receivable

Education
DePaul University   1990 — 1994
Accounting

Robert Morris University - Illinois   1989 — 1990
Diploma, Computerized Business Systems

Lane Tech High School   1983 — 1987
Diploma, General Studies

Michael J. O'Connor, MBA Michael J. O'Connor, MBA Greater Chicago Area Details
Michael J. O'Connor, MBA's UBS Global Asset Management Experience May 2001 - August 2003
Job Michael J. O'Connor is a Finance | Accounting | Management Reporting professional
Industry Accounting
Experience
Tatum, a Randstad Company  March 2013 - Present
associated with DuPage Habitat for Humanity, Finance Committee   June 2012 - Present
United Airlines  October 2012 - February 2013
Tradebe Environmental Services, LLC.   July 2011 - March 2012
Illinois River Energy  January 2009 - June 2011
ArcelorMittal  February 2006 - January 2009
BP PRODUCTS NORTH AMERICA  September 2003 - February 2006
UBS Global Asset Management   May 2001 - August 2003
ORBIT CONSULTING GROUP   June 1998 - May 2001
THE NORTHERN TRUST COMPANY - Mutual Fund   July 1996 - June 1998

Skills
Problem Solving, Financial Reporting, Internal Controls, Accounting, SOX, Covenant Compliance, Consolidation, Business Analysis, Business Strategy, Business Process..., Process Mapping, Sarbanes-Oxley Act, Mergers & Acquisitions, Strategic Planning, Financial Modeling, Forecasting, Income Statement, Business Process Mapping, Finance, Management, Risk Management, Process Improvement, Analysis, Internal Audit, Managerial Finance, ERP, SAP, Account Reconciliation, Financial Analysis, US GAAP, IFRS, Project Management, Variance Analysis, Cash Flow, Financial Accounting, Hyperion Enterprise, QuickBooks, GAAP, General Ledger, Revenue Recognition, Cash Flow Forecasting, Business Planning, Essbase, Business Valuation, Working Capital...

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2008 — 2015
MS, Accounting

Chicago Deming Association   2012 — 2012
Certificate, Lean Six Sigma

DePaul University - Charles H. Kellstadt Graduate School of Business   2000 — 2003
MBA, Finance

Northeastern Illinois   1995 — 1996
Bachelor of Science, Finance

Brian Stenson Brian Stenson Greater Chicago Area Details
Brian Stenson's UBS Global Asset Management Experience December 2007 - October 2008
Job Operations Specialist at Legent Clearing
Industry Financial Services
Experience
Legent Clearing  October 2008 - Present
Jefferies & Company  July 2006 - November 2008
UBS Global Asset Management   December 2007 - October 2008
NFJ   2003 - 2006
Fimat  August 2002 - August 2003
Jefferies  1995 - 2002

Education
Eastern Illinois University   1989 — 1990

Scott Van Gilder Scott Van Gilder Greater Chicago Area Details
Scott Van Gilder's UBS Global Asset Management Experience December 2008 - June 2009
Job Business Systems Analyst/Designer at The Options Clearing Corporation
Industry Financial Services
Experience
The Options Clearing Corporation  January 2011 - Present
Tarrant County  March 2010 - February 2011
UBS Global Asset Management   December 2008 - June 2009
William Blair & Company  July 2007 - November 2008
Townsend Analytics  November 2001 - March 2007
Trading Technologies  June 2000 - October 2001
Piton Capital Management   December 1999 - May 2000
The Burridge Group   April 1997 - November 1999
Duff & Phelps  December 1993 - April 1997
Merrill Lynch  December 1992 - September 1993

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1997 — 1999
MBA, International Business

Indiana State University   1988 — 1992
BS, Finance

Deborah Hazell Deborah Hazell New York, New York Details
Deborah Hazell's UBS Global Asset Management Experience June 1991 - October 1999
Job CEO HSBC Global Asset Management (US) & Regional Head, Americas
Industry Financial Services
Experience
HSBC Global Asset Management  June 2011 - Present
FFTW  February 2008 - May 2011
FFTW  October 2006 - February 2008
FFTW  October 1999 - October 2006
UBS Global Asset Management   June 1991 - October 1999
Chase Investors   February 1990 - June 1991
Saudi International Bank   June 1983 - February 1990

Skills
Asset Management, Asset Managment, Financial Services, Fixed Income, Investment Strategies, Investments, Portfolio Management

Education
Columbia University in the City of New York
Master of Arts (M.A.) Hons, Organizational Psychology

New York University
BA (Hons), Economics

Karen Y Thurmon, MPA, MBA Karen Y Thurmon, MPA, MBA Greater Chicago Area Details
Karen Y Thurmon, MPA, MBA's UBS Global Asset Management Experience March 1998 - August 2001
Job Procurement Analyst at Regional Transportation Authority
Industry Transportation/Trucking/Railroad
Experience
Regional Transportation Authority  July 2012 - Present
Regional Transportation Authority  March 2007 - Present
AT&T  October 2005 - March 2007
AMC Networks  January 2002 - March 2005
UBS Global Asset Management   March 1998 - August 2001
Amtrak  August 1992 - March 1998

Skills
Planning, Word, Excel, Microsoft Office, Outlook, Transportation, PowerPoint, Administration, Scheduling, Teamwork, Project Coordination, Administrative Support, Project Planning, Process Scheduler, Training, Microsoft Excel, System Administration, Project Management, Government, Microsoft Word, Procurement, Policy

Education
Governors State University   2011 — 2012
MBA, Business Administration

Governors State University   2008 — 2010
MPA, Public Administration

Governors State University   2006 — 2008
Interdisciplinary Studies, Minor: Business Administration

DePaul University
N/A

Angela Cai Angela Cai Greater New York City Area Details
Angela Cai's UBS Global Asset Management Experience September 2000 - September 2004
Job Sr. Apps Dev Manager Rates eTrading Citigroup
Industry Financial Services
Experience
Citi  September 2004 - Present
UBS Global Asset Management   September 2000 - September 2004
Memorial Sloan-Kettering Cancer Center  September 1999 - September 2000

Skills
CRM, Fixed Income, Trading Systems

Education
Cornell University   1994 — 1999
Ph.D., Biophysics

Ned Sienko Ned Sienko Greater New York City Area Details
Ned Sienko's UBS Global Asset Management Experience 1998 - Present
Job Senior Investment Officer, UBS Alternative Investment Solutions
Industry Investment Management
Experience
UBS Global Asset Management   1998 - Present

Education
Fairfield University
BS, Accounting

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

Gil Ruiz Gil Ruiz Greater Chicago Area Details
Gil Ruiz's UBS Global Asset Management Experience April 2010 - October 2010
Job Business Analyst
Industry Financial Services
Experience
Hexaware Technologies  July 2015 - Present
BMO Financial Group  September 2014 - July 2015
Northern Trust Corporation  September 2013 - February 2014
Wells Capital Management  April 2013 - September 2013
Hexaware Technologies - Allstate Investments (project)   February 2012 - February 2013
Harvest Investments Inc   October 2011 - February 2012
JPMorgan Chase  July 2011 - September 2011
BMO Capital Markets GKST, Inc   November 2010 - May 2011
UBS Global Asset Management   April 2010 - October 2010
Northern Trust Global Investments  March 2009 - June 2009

Skills
Fixed Income, Bloomberg, Derivatives, Equities, Bonds, Asset Management, Business Analysis, Securities, Quality Center, System Testing, Test Cases, Security APL, SDLC, Trading Systems, Portfolio Management, Options, Business Requirements, Financial Services, Investments

Education
DePaul University
Finance

Frank Stanton Frank Stanton Greater New York City Area Details
Frank Stanton's UBS Global Asset Management Experience July 2012 - Present
Job Marketing Manager at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   July 2012 - Present
AccessAlpha Worldwide LLC   October 2007 - April 2012
UBS Global Asset Management   September 2003 - September 2007
Wells Fargo Funds Management  November 2001 - August 2003
Morningstar  1996 - October 2001

Skills
Investment Strategies, Equities, Asset Allocation, Morningstar, Portfolio Management, Mutual Funds, Investments, Morningstar Direct, Wealth Management, Risk Management, Bloomberg

Education
Denison University   1986 — 1990
Bachelor of Arts, Sociology / Anthropology

University of New Hampshire

Shari Gilfillan Shari Gilfillan Greater Chicago Area Details
Shari Gilfillan's UBS Global Asset Management Experience 2010 - Present
Job Equity Strategist at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   2010 - Present
UBS Global Asset Management   1996 - 2009
Brinson Partners  1996 - 1998
Northern Trust  1993 - 1996

Skills
Equities, Asset Management, Portfolio Management, Equity Research, Investments, Risk Management, Asset Managment, Investment Strategies, Fixed Income, Asset Allocation, Trading, Bloomberg, Derivatives, Investment Banking, Analysis, Investment Management, Emerging Markets

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2000 — 2003
MBA, Finance

Miami University   1988 — 1992
Bachelor of Science in Business, Finance

Garyn Davis Garyn Davis Greater Detroit Area Details
Garyn Davis's UBS Global Asset Management Experience May 2009 - July 2011
Job Universal Banker at Citizens Bank
Industry Investment Banking
Experience
Citizens Bank  August 2015 - Present
POLLAP   May 2013 - Present
Sprint  June 2012 - April 2015
T-Mobile  May 2011 - May 2012
UBS Global Asset Management   May 2009 - July 2011
Verizon Wireless  October 2006 - May 2008
JPMorgan Chase & Co.   July 2005 - September 2006

Skills
Strategic Planning, Profit, Sales, Credit, Customer Service, Training, Finance

Education
Eastern Michigan University   2015 — 2016
Post-baccalaureate Certificate of Finance, Banking, Corporate, Finance, and Securities Law, 3.8

Wayne State University   2004 — 2008
School of Business Administration Bachelor's Degree of Science, Business Administration, Management and Operations

University of Detroit Jesuit High School   2000 — 2004
Diploma

Mario Brillantes Mario Brillantes Greater Chicago Area Details
Mario Brillantes's UBS Global Asset Management Experience March 2011 - March 2013
Job Investment Consultant at Northern Trust
Industry Financial Services
Experience
Northern Trust  March 2013 - Present
UBS Global Asset Management   March 2011 - March 2013
Oak Ridge Investments  October 2006 - March 2011
HFR Asset Management  August 2005 - September 2006
William Blair and Company  October 2001 - July 2005

Skills
Valuation, Fixed Income, Hedge Funds, Asset Allocation, Asset Management, Performance Measurement, Fund Accounting, Project Planning, Project Coordination, Project Execution, Fund Of Funds, Corporate Actions, Separately Managed..., Asset Managment, Project Management, Alternative Investments

Education
DePaul University   1999 — 2001
BS, Finance

Wheaton Academy   1995 — 1997

Thomas Digenan Thomas Digenan Greater Chicago Area Details
Thomas Digenan's UBS Global Asset Management Experience June 1993 - Present
Job Head of US Equities, UBS Global Asset Management
Industry Investment Management
Experience
Marquette University  January 2012 - Present
UBS Global Asset Management   June 1993 - Present
KPMG  July 1986 - May 1993

Skills
Asset Management, Investments, Equities, Bloomberg Terminal

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1986 — 1990
MST, Taxation

Marquette University   1982 — 1986
BS, Accounting

Ellen Itskovitz, CFA Ellen Itskovitz, CFA Greater New York City Area Details
Ellen Itskovitz, CFA's UBS Global Asset Management Experience 2010 - Present
Job at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   2010 - Present
Lord Abbett  1998 - 2009
ING Baring Furman Selz   1993 - 1998
Chase Manhattan Bank  1991 - 1993

Skills
Fixed Income, High Yield, Portfolio Management, Credit, Emerging Markets, Hedge Funds, Financial Structuring, Strategy, Capital Markets, Asset Management, Alternative Investments, Equities, Bloomberg, Credit Derivatives, Analysis, Investment Management, Bonds, Valuation

Education
Duke University
AB, Economics, Public Policy

The University of Chicago Booth School of Business
MBA, Specialization in Finance

Barbara Gill Barbara Gill Greater New York City Area Details
Barbara Gill's UBS Global Asset Management Experience July 2002 - April 2013
Job Head of Investments Communications, J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan   April 2013 - Present
UBS Global Asset Management   July 2002 - April 2013
Prudential Financial  March 2000 - July 2002
Goldman Sachs Asset Management  November 1997 - March 2000
PaineWebber  1995 - 1997
Prudential Securities  1990 - 1995

Skills
Hedge Funds, Mutual Funds, Alternative Investments, Equities, Asset Management, Asset Allocation, Investment Management, Fixed Income, Investment Strategies, Investments, Portfolio Management, Securities

Education
Dickinson College   1981 — 1985
BA, English, History

Elizabeth (Betsy) Sanders Elizabeth (Betsy) Sanders Greater Chicago Area Details
Elizabeth (Betsy) Sanders's UBS Global Asset Management Experience January 1997 - Present
Job Senior Client Advisor at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   January 1997 - Present
Iowa Public Employees Retirement System   April 1992 - December 1996
Northern Trust  1985 - 1992
Harris Bank  1981 - 1985

Skills
Investments, Superior Client Service, New Business Development, Institutional Investors, Alternative Investments, Asset Allocation, Business Development, Investment Strategies, Hedge Funds, Institutional..., Asset Management, Investment Management, Derivatives, Capital Markets

Education
DePaul University   1979 — 1981
Masters, Business Administration

St. Lawrence University   1974 — 1978
Bachelor of Science, Psychology

Fahmida Lam Fahmida Lam Greater New York City Area Details
Fahmida Lam's UBS Global Asset Management Experience September 2004 - March 2006
Job Product Designer
Industry Design
Experience
Fahmida Lam   October 2013 - Present
Rich Brilliant Willing - Internship   April 2013 - July 2013
Bestype Imaging   May 2012 - October 2012
Aegis Media  October 2006 - July 2010
UBS Global Asset Management   September 2004 - March 2006

Skills
InDesign, Graphic Design, Photoshop, Illustrator, Adobe Creative Suite, Microsoft Office, AutoCAD, Illustration, Art Direction, Creative Direction, Sketching, Advertising, Social Media, Concept Development, Project Management, Product Design, Solidworks, Rapid Prototyping, Organization, Problem Solving, Communication, Presentation Development

Education
Pratt Institute   2010 — 2013
Master's degree, Industrial Design

School of Visual Arts   2004 — 2005
Continuing Education, Graphic Design Foundations

Fairfield University   1997 — 2001
Bachelor of Science (B.S.), Finance and Economics

Phil Ruvinsky Phil Ruvinsky Greater New York City Area Details
Phil Ruvinsky's UBS Global Asset Management Experience January 2002 - June 2010
Job Fundamental Equities at BlackRock
Industry Investment Management
Experience
BlackRock  January 2013 - Present
Sureview Capital  June 2010 - January 2013
UBS Global Asset Management   January 2002 - June 2010

Education
Columbia University - Columbia Business School   2000 — 2002
MBA

The University of Texas at Austin
BA

University of Michigan Law School
JD

John Nena John Nena Miami/Fort Lauderdale Area Details
John Nena's UBS Global Asset Management Experience September 2000 - November 2004
Job Equity Trader/AVP at Banco Santander
Industry Banking
Experience
Santander Private Bank   March 2007 - Present
Global Crossing  February 2006 - March 2007
Fortune International Realty  September 2005 - February 2006
Guzman and Company   November 2004 - May 2005
UBS Global Asset Management   September 2000 - November 2004
ABN Amro  August 1994 - September 1998

Skills
Equities, Trading, Banking, Pricing, Retail, Structured Products, Portfolio Management, Mutual Funds, Financial Markets, Fixed Income, Investments, Capital Markets, Product Management, Asset Management, Private Banking, Management, Derivatives

Education
University of Miami   1998 — 2000
M.B.A, International Finance, Investments

Elmhurst College   1987 — 1990
B.S, International Business

Ron Schwarz, CFA Ron Schwarz, CFA Toronto, Canada Area Details
Ron Schwarz, CFA's UBS Global Asset Management Experience September 2009 - December 2011
Job Corporate Director, Portfolio Manager and Equity Capital Markets Professional & Consultant
Industry Investment Management
Experience
Independent  January 2012 - Present
Loyalist Group Limited  August 2015 - Present
CHC Student Housing   October 2014 - Present
Stack Wines   February 2014 - Present
Noble Iron  June 2012 - Present
UBS Global Asset Management   September 2009 - December 2011
CIBC World Markets  January 2006 - August 2008
CIBC World Markets  January 2006 - August 2008
CIBC World Markets  January 2003 - January 2006
CIBC World   October 1995 - January 2003

Skills
Equities, Valuation, Investment Banking, Due Diligence, Analysis, Strategic Planning, Risk Assessment, Coaching, Equity Research, Capital Markets, Portfolio Management, Asset Management, Risk Management, Fixed Income, Bloomberg, Hedge Funds, Trading, Venture Capital

Education
Institute of Corporate Directors-Rotman   2012 — 2012
Governance Essentials for NFP's

Concordia University   1989 — 1991
BCom, Finance

Chartered Financial Analyst
CFA

Rudy Hokanson, CFA Rudy Hokanson, CFA Greater Minneapolis-St. Paul Area Details
Rudy Hokanson, CFA's UBS Global Asset Management Experience September 2005 - July 2010
Job Managing Director, Research at Barrington Research
Industry Investment Banking
Experience
Barrington Research Associates, Inc.   October 2011 - Present
Presbyterian Homes & Services  July 2011 - October 2011
University of St. Thomas  2011 - 2011
UBS Global Asset Management   September 2005 - July 2010
FAF Advisors  June 2002 - September 2005
Patterns Consulting   June 2001 - June 2002
CIBC World Markets  July 1997 - May 2001
Deutsche Bank  1994 - 1997
Kemper Insurance  1991 - 1994

Skills
Bloomberg, Fixed Income, Alternative Investments, Risk Management, Equity Research, Analysis, Strategy, Mergers & Acquisitions, Venture Capital, Corporate Finance, Hedge Funds, Equity Valuation, Capital Markets, Management, Investment Banking, Private Equity, Derivatives, Investment Management, Investor Relations, Series 63, Equity Capital Markets, Trading, Options, Strategic Financial..., Investment Advisory, Investment Strategies, Business Valuation, Institutional..., Financial Markets, Chartered Financial..., IPO, Quantitative Analytics, Corporate Development, Financial Services, M&A experience

Education
University of Saint Thomas   2011 — 2011

University of Oxford   1999 — 1999

Yale University - Yale School of Management   1979 — 1981
MBA

Yale University Divinity School   1970 — 1974
M.Div.

DePauw University   1966 — 1970
BA

Julia Novaes-Biagiotti Julia Novaes-Biagiotti New York, New York Details
Julia Novaes-Biagiotti's UBS Global Asset Management Experience 2004 - 2005
Job Principal at Vinci Partners
Industry Venture Capital & Private Equity
Experience
Vinci Partners   2012 - Present
Silver Lake Partners  2009 - 2012
JPMorgan  2006 - 2009
Deutsche Bank  2005 - 2006
UBS Global Asset Management   2004 - 2005

Skills
Investment Banking, Private Equity, Valuation, Financial Modeling, Fundraising, Corporate Finance

Education
Copenhagen Business School   2006 — 2007
Masters, Finance

European Business School Oestrich-Winkel   2003 — 2007
Bachelor, Economics

Susan Switzer Susan Switzer Greater New York City Area Details
Susan Switzer's UBS Global Asset Management Experience July 1987 - October 1994
Job Principal at Salus Advisors, MPH/MBA, Healthcare Consultant and Finance Executive
Industry Hospital & Health Care
Experience
Salus Advisors   January 2009 - Present
The New Jewish Home   March 2011 - Present
Cobalt Capital  August 2006 - April 2008
OppenheimerFunds  December 1997 - June 2005
Neuberger Berman  November 1994 - November 1997
UBS Global Asset Management   July 1987 - October 1994

Skills
Mutual Funds, Hedge Funds, Equity Research, Bloomberg, Valuation, Investments, Capital Markets, Series 7, Equities, Asset Managment, Management, Financial Modeling, Portfolio Management, Alternative Investments, Private Equity, Mergers & Acquisitions, Asset Management, Venture Capital

Education
Columbia University Mailman School of Public Health   2012 — 2014
Master of Public Health (MPH), Health Policy and Management

Columbia University - Columbia Business School   1988 — 1990
MBA, Finance

Yale University   1983 — 1987
BA, Economics

The London School of Economics and Political Science (LSE)   1985 — 1985
Politics and Economics

Josephine Puente Josephine Puente Greater Chicago Area Details
Josephine Puente's UBS Global Asset Management Experience May 2011 - January 2014
Job Reconciliation Controller at UBS Global Asset Management
Industry Banking
Experience
UBS Global Asset Management   May 2011 - January 2014
Bank of America  March 2011 - May 2011
Abn amro  1995 - 2010
ABN AMRO WCS Holding Company   1995 - 2010

Skills
Banking, Account Reconciliation, Portfolio Management, Risk Management, Financial Risk, Cash Management, Credit, Equities, Asset Management, Capital Markets, Investment Banking, Derivatives, Finance, Fixed Income, Investments

Education
DePaul University   1993 — 1995

Prairie State College   1983 — 1985
Business/Commerce, General

Brian Stenson Brian Stenson Mobile, Alabama Area Details
Brian Stenson's UBS Global Asset Management Experience August 2010 - July 2015
Job Trade Support Analyst at UBS Global Asset Management
Industry Investment Management
Experience
Daily Access Corporation  August 2015 - Present
UBS Global Asset Management   August 2010 - July 2015
Northern Trust  December 2009 - August 2010
Legent Clearing  October 2008 - December 2009
UBS Global Asset Management   December 2007 - October 2008
Jefferies & Company  June 2006 - November 2007
NFJ Investment Group  August 2003 - June 2006
Fimat  July 2002 - August 2003
Jefferies & Company  August 1999 - June 2002
Jefferies & Company  February 1995 - August 1999

Skills
Investment Management, Equities, Bloomberg, Asset Management, Mutual Funds, Investments, Bonds, Asset Allocation, Capital Markets, Options, Derivatives, Securities, Trading, Middle Office, Investment Strategies, Trading Systems

Education
Morianne Valley CC   1990 — 1991

Eastern Illinois University   1989 — 1990

Brian Strole Brian Strole Greater Chicago Area Details
Brian Strole's UBS Global Asset Management Experience August 2013 - Present
Job Trade Support Analyst at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   August 2013 - Present
Northern Trust  May 2012 - July 2013
Northern Trust  March 2011 - May 2012
Northern Trust  September 2010 - March 2011

Skills
Securities, Trading, Settlement, Accounting, Bloomberg, Financial Analysis, Equities, Mutual Funds, Investments, Financial Modeling, Asset Management, Portfolio Management, Valuation, Fixed Income, Asset Allocation, Banking, Derivatives, Finance, Financial Reporting, Corporate Finance, Bloomberg Terminal

Education
Eastern Illinois University   2006 — 2010
Bachelors of Science, Finance

Gabriella Gaetani Gabriella Gaetani Chicago, Illinois Details
Gabriella Gaetani's UBS Global Asset Management Experience June 2015 - Present
Job Sales Assistant at UBS
Industry Financial Services
Experience
UBS Global Asset Management   June 2015 - Present
Advantage Futures  February 2013 - May 2015
McGuireWoods LLP  August 2011 - February 2013
Time Out Chicago  January 2011 - June 2011

Skills
Social Media Marketing, Social Media, CRM, Sales, Marketing, Event Planning, Email Marketing, Event Management, Marketing Communications, Marketing Strategy, Market Research, Facebook, Social Networking, Microsoft Office, Management

Education
DePaul University   2007 — 2011
B.S., Marketing

Geoff Stellfox Geoff Stellfox Greater Chicago Area Details
Geoff Stellfox's UBS Global Asset Management Experience November 2010 - November 2011
Job Sponsorship and Development Intern at World Sport Chicago
Industry Sports
Experience
World Sport Chicago  August 2014 - Present
United States Soccer Federation  February 2014 - February 2014
Retos Al Sur   January 2013 - August 2013
Rampla Juniors FC   March 2013 - July 2013
UBS Global Asset Management   November 2010 - November 2011
UBS Global Asset Management   November 2010 - November 2011
Pomp's Tire Service  January 2008 - November 2010

Skills
Spanish, Photography, Bloomberg Terminal, Final Cut Pro, Video Production, JP Morgan VIEWS..., SharePoint, Translation, Lightroom, Sponsorship Activation, Sponsorship Relations, Event Planning, Creative Direction, Creative Strategy, Project Management, Management, Public Speaking

Education
DePaul University   2014 — 2016
Masters Degree in Interdisciplinary Studies, Communication and Digital Media

Valparaiso University   2007 — 2011
Bachelors, Finance

Vanessa Campion Vanessa Campion Hanover, New Hampshire Details
Vanessa Campion's UBS Global Asset Management Experience May 2008 - May 2009
Job MBA Tuck School of Business
Industry Higher Education
Experience
GEMS Education  June 2014 - September 2014
Arcano Group   May 2009 - June 2013
UBS Global Asset Management   May 2008 - May 2009

Education
Tuck School of Business at Dartmouth   2013 — 2015
Master of Business Administration (MBA)

Comillas Pontifical University / ICADE   2004 — 2008
Ciencias Empresariales Internacionales E4

Lancaster University   2004 — 2008
European Management

Rima Muribi Rima Muribi Greater Chicago Area Details
Rima Muribi's UBS Global Asset Management Experience March 2008 - Present
Job Director, New Business Development at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   March 2008 - Present
Deerfield Capital Management  2003 - 2008
Karen Zupko and Co   January 2000 - January 2003
Federal Mogul  January 1996 - January 2000

Education
DePaul University
MBA, Finance

Michigan State University
Bachelor of Engineering (B.Eng.), Mechanical Engineering

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