UBS Global Asset Management

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UBS Global Asset Management Employees

Employee
Years
Job
Industry
Angilbert Loho Angilbert Loho Greater Los Angeles Area Details
Angilbert Loho's UBS Global Asset Management Experience June 2013 - August 2013
Job Graduate from Northwestern University
Industry Financial Services
Experience
UBS Global Asset Management   June 2013 - August 2013
Merrill Lynch  June 2011 - August 2011

Skills
PowerPoint, Microsoft Excel, Microsoft Office, Research

Education
Northwestern University   2010 — 2014
Bachelor of Arts, Economics

Syracuse University in Florence   2014 — 2014
Study Abroad

Derek (Guoshu) Li Derek (Guoshu) Li Greater Chicago Area Details
Derek (Guoshu) Li's UBS Global Asset Management Experience June 2013 - July 2013
Job Investment Banking Analyst at Citi
Industry Financial Services
Experience
Citi  June 2015 - Present
Purple Box   December 2012 - December 2014
Citi  June 2014 - August 2014
Goldman Sachs  April 2014 - June 2014
China Securities Co., Ltd.   July 2013 - September 2013
UBS Global Asset Management   June 2013 - July 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, English, C, Matlab, Windows, Event Planning, Team Leadership

Education
Northwestern University   2011 — 2015
Bachelor of Arts (B.A.), Mathematics, Economics, Mathematical Methods in Social Sciences (MMSS), Kellogg Certificate Program

Douglas Duzinskas Douglas Duzinskas Greater Chicago Area Details
Douglas Duzinskas's UBS Global Asset Management Experience March 1999 - October 2011
Job Director of Financial Services at Experis
Industry Financial Services
Experience
Experis  November 2012 - Present
UBS Global Asset Management   March 1999 - October 2011
Harris Bank  May 1995 - February 1999
BANC ONE CORPORATION  June 1991 - April 1995
Continental Bank  January 1985 - May 1991
HUTTON, NELSON & MCDONALD   June 1982 - December 1984

Skills
Internal Audit, Audit, Asset Management, Financial Analysis, Auditing, Financial Audits, Tax, Asset Managment

Education
Northern Illinois University   1976 — 1980
B.S., Accountancy

Ieva Aleliunaite Ieva Aleliunaite Greater Chicago Area Details
Ieva Aleliunaite's UBS Global Asset Management Experience February 2015 - Present
Job New Product Capabilities Manager at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   February 2015 - Present
UBS Global Asset Management   April 2012 - November 2014
Center for Economic Progress  December 2011 - March 2013
MF Global  September 2011 - November 2011
New Trier Partners  January 2011 - April 2011

Skills
Analytical, Organizational, Time Management, Analytical Skills, Finance, Reporting & Analysis, Asset Management, Investments, Fixed Income, Training, Trading, Management, Bloomberg, Organizational Structure, Equities, Securities, Financial Services, Hedge Funds, Alternative Investments, Derivatives

Education
University of Illinois at Chicago   2009 — 2011
Bachelors of Science, Finance

CFA Institute
Claritas Certificate

Landmark Education
Personal Training and Developement

Elizabeth Buckton Elizabeth Buckton Chicago, Illinois Details
Elizabeth Buckton's UBS Global Asset Management Experience June 2012 - August 2012
Job Senior Client Advisor Associate at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking  March 2015 - Present
Aon Hewitt Investment Consulting  June 2013 - March 2015
UBS Global Asset Management   June 2012 - August 2012
Bianco Research, LLC   July 2011 - January 2012

Skills
Investments, Bloomberg Terminal, Financial Analysis, Bloomberg, Asset Managment, Market Research, Sales, Credit Analysis, Microsoft Excel, Mutual Funds, Equities, Financial Modeling, Research, Finance, Portfolio Management, Data Analysis

Education
Marquette University   2009 — 2013
Bachelor of Science in Business Administration, Finance and Economics

Angela Beldin Angela Beldin Nashville, Tennessee Details
Angela Beldin's UBS Global Asset Management Experience November 2014 - Present
Job Client resolution specialist
Industry Financial Services
Experience
UBS Global Asset Management   November 2014 - Present
Belk  August 2012 - November 2014
Sears Holdings Corporation  August 2009 - August 2012

Skills
8+ years of combined..., Sales Management, Customer Service, Staff Development, Visual Merchandising, Retail, Store Management, Sales, Retail Sales, Loss Prevention, Merchandise Planning, Customer Satisfaction, Store Operations, Inventory Management, Planograms, Fashion

Education
Tennessee State University   2014 — 2016
Master of Business Administration (M.B.A.), Finance, General

Missouri State University   2005 — 2009
Bachelor's degree, Fashion Merchandising

Missouri State University   2005 — 2009
Bachelor of Science (BS), Fashion Merchandising

Linda Kao Linda Kao Greater Los Angeles Area Details
Linda Kao's UBS Global Asset Management Experience July 2007 - August 2007
Job Procurement Specialist at Schlumberger
Industry Logistics and Supply Chain
Experience
Schlumberger  February 2012 - May 2014
Columbia Sportswear  May 2011 - August 2011
Deutsche Bank  April 2008 - May 2009
UBS Global Asset Management   July 2007 - August 2007

Skills
Supply Chain Management, Procurement, Lean Manufacturing, Inventory Control, Project Management, Logistics Management, Supplier Negotiation, Supplier Quality..., Strategic Sourcing, MFG-Pro, Microsoft Office, ProModel, AMPL, Bloomberg, APICS

Education
University of Michigan   2010 — 2011
Master's Degree, Industrial and Operations Engineering, 3.9/4.0

National Taiwan University   2004 — 2008
Bachelor's Degree, Finance, 4.0/4.0

John Valentino, CFA, CPA John Valentino, CFA, CPA Chicago, Illinois Details
John Valentino, CFA, CPA's UBS Global Asset Management Experience August 2009 - Present
Job Equity Product Specialist at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   August 2009 - Present

Education
Marquette University   1998 — 2002
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Phil Casparius Phil Casparius Greater New York City Area Details
Phil Casparius's UBS Global Asset Management Experience December 2013 - Present
Job Sales and Distribution Executive
Industry Financial Services
Experience
UBS Global Asset Management   December 2013 - Present
Fred Alger Management  June 2012 - November 2013
Fidelity Investments  May 2010 - November 2011
Morgan Stanley  May 1995 - May 2010

Skills
Mutual Funds, Investments, Series 63, Asset Management, Series 7, Consultative Selling, Wealth Management, Separately Managed..., Managed Accounts, New Business Development, Sales Management, Team Building, Team Leadership, Closed-end Funds, Relationship Management, Sales Presentations, Sales & Marketing..., Public Speaking, Public Relations, Asset Managment, ETFs, Retirement Planning, Asset Allocation, Financial Services, Series 24, Investment Management, Alternative Investments, FINRA, Securities, Investment Strategies, Equities, Investment Advisory

Education
Northeastern University
BS, Journalism/Public Relations

Tim McKnight Tim McKnight Greater Chicago Area Details
Tim McKnight's UBS Global Asset Management Experience January 2015 - Present
Job Director of Software Development at UBS Global Asset Management
Industry Capital Markets
Experience
UBS Global Asset Management   January 2015 - Present
UBS Alternative and Quantitative Investments   March 2002 - December 2014

Skills
Sybase, Perl, Java, Python, Production Support, Trading Systems, Electronic Trading, Equities, Market Data, Derivatives, Eze Castle, Front Arena, Advent Geneva, Order Management, Options, Hedge Funds, Equity Trading, Alternative Investments, SDLC, Unix, Financial Markets, Back Office, Market Risk, Bonds, Asset Management, Capital Markets, Commodity, Swaps, Trading, Exchange Connectivity, Trading Strategies, Collateral Management, Equity Derivatives, Proprietary Trading, Low Latency, CDS, Fixed Income, Bloomberg, ETFs, Quantitative Finance, Structured Products, Credit Derivatives, FX trading, Interest Rate...

Education
Northern Illinois University   1997 — 2001
B.S Operations Managment, Information Technology, Business, and Economics

Craig Derbenwick Craig Derbenwick Greater Chicago Area Details
Craig Derbenwick's UBS Global Asset Management Experience January 2012 - October 2014
Job Investment Communications Manager at Brookfield Investment Management
Industry Financial Services
Experience
Brookfield Investment Management  November 2014 - Present
UBS Global Asset Management   January 2012 - October 2014
Taproot Foundation  2008 - June 2012
Envestnet Asset Management  February 2010 - January 2012
Fitch Ratings  August 2007 - January 2010
TransUnion  August 2006 - August 2007
McMaster-Carr  2001 - 2002
Edelman  April 2000 - August 2000

Skills
Direct Marketing, Copywriting, Email Marketing, Integrated Marketing, Marketing Communications, Corporate Communications, Content Development, Online Marketing, Marketing Strategy, Management, Web Analytics, B2B, Content Strategy, Marketing Management, Writing, White Papers, Editing, Project Management, Ghostwriting, Strategic Communications, Brochures, Web Content, Alternative Investments, Investments, Asset Management

Education
The University of Chicago   2009 — 2010
Certificate, Integrated Marketing

University of Michigan   2004 — 2006
M.A., English Language and Literature

Northwestern University   1997 — 2001
B.A., English (with honors)

Alex Mosnick Alex Mosnick Greater Chicago Area Details
Alex Mosnick's UBS Global Asset Management Experience June 2013 - August 2013
Job Analyst at Aon Inpoint Consulting
Industry Financial Services
Experience
UBS Global Asset Management   June 2013 - August 2013
J.P. Morgan   June 2012 - August 2012
Rubenstein Communications  September 2011 - September 2011

Skills
Microsoft Office, Data Analysis, Risk Management, Financial Analysis, Equities, Fixed Income, Banking, Derivatives, Trading, Management, Financial Advisory, Trading Systems

Education
Northwestern University   2010 — 2014
Bachelor of Arts (B.A.)

Lauren O'Connor Lauren O'Connor New York, New York Details
Lauren O'Connor's UBS Global Asset Management Experience August 2013 - August 2014
Job Analyst at J.P. Morgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   November 2014 - Present
UBS Global Asset Management   August 2013 - August 2014
Deutsche Bank  April 2012 - August 2012
Eagle Investment Systems  July 2010 - July 2011
Tenacity  January 2011 - April 2011
The Food Project  January 2010 - April 2010

Skills
Management, Analysis, Marketing Strategy, Microsoft Excel, Customer Service, Access, Spanish, Financial Analysis, Microsoft Office, International Business, Foreign Languages, Recruiting, Sales, PowerPoint, Finance, CRM, Investments, Microsoft Word, Social Media, Teamwork, Marketing

Education
Universidad Pontificia Comillas   2011 — 2013
ICADE - E4, Administración y Dirección de Empresas con Mención internacional

Northeastern University   2008 — 2013
Bachelor of Science in International Business, Concentrations in Finance and Marketing with a Minor in Spanish

Wachusett Regional High School   2004 — 2008
High School Diploma, Honors and AP Level Courses

Lauren Zahorec Lauren Zahorec New York, New York Details
Lauren Zahorec's UBS Global Asset Management Experience November 2003 - October 2012
Job Client Portfolio Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   November 2012 - Present
UBS Global Asset Management   November 2003 - October 2012

Skills
Asset Managment, Fixed Income, Bloomberg, Equities, Investments, Financial Markets, Due Diligence, Investment Management, Financial Services, Investor Relations, Business Analysis

Education
Miami University   1999 — 2003
Bachelor of Science (BS), Economics

Lahib Ali Lahib Ali Greater Chicago Area Details
Lahib Ali's UBS Global Asset Management Experience March 2006 - June 2007
Job Software Engineer | Programmer Analyst | User Interface Development
Industry Computer Software
Experience
Cornelius Inc.  April 2012 - July 2015
Langie Audio Visual Systems   April 2010 - December 2011
CityTech, Inc.   July 2008 - January 2010
UBS Global Asset Management   March 2006 - June 2007
ABN AMRO Bank N.V.   March 2003 - March 2006
WMS Gaming  December 2000 - March 2003
Xerox  March 1999 - November 2000
Alstom Signaling (formerly General Railway Signal)   March 1997 - March 1999

Skills
C#, SQL, Microsoft SQL Server, Process Improvement, Databases, Microsoft Office, SDLC, Integration, Visio, C++, Visual Studio, Software Development, Java, .NET, JavaScript, Linux, C, ASP.NET, XML, DB2, Agile Methodologies, Unix, Business Analysis, Programming, HTML, QlikView Development, QlikView, Access, Data Access, Database Administration, Database Design, Data Migration, Data Warehousing, Data Analysis, User Interface..., User Interface Design, User Interface, Web Development, Web Design, Web Applications, Programming Languages, Project Management, User Acceptance Testing, Test Automation, Testing, Test Driven Development, Test Cases

Education
Rochester Institute of Technology   1994 — 1997
Bachelor's degree, Computer Science

Monroe Community College   1993 — 1994
Bachelor of computer science and applied technology, Computer Science

Harry Li Harry Li Greater New York City Area Details
Harry Li's UBS Global Asset Management Experience June 2010 - May 2011
Job Investment Banking Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank  July 2011 - Present
Campus Solutions Storage & Shipping, Inc.   January 2008 - December 2011
UBS Global Asset Management   June 2010 - May 2011
Merrill Lynch  September 2009 - November 2009
Blue Canyon Partners  June 2009 - August 2009

Skills
Valuation, Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Due Diligence, Economics, Bloomberg, Mandarin, Series 79

Education
Northwestern University   2007 — 2011
Bachelors of Arts, Economics, Math

Sharon Choe Sharon Choe New York, New York Details
Sharon Choe's UBS Global Asset Management Experience 1993 - 2003
Job Managing Director at LifeSci Advisors
Industry Financial Services
Experience
LifeSci Advisors  December 2011 - Present
Glenwood  2012 - 2012
Bam Capital LLC   2006 - 2008
Credit Suisse Asset Management  2003 - 2005
UBS Global Asset Management   1993 - 2003
UBS Global Asset Management   1993 - 2003

Skills
Hedge Funds, Investment Banking, Private Equity, Financial Modeling, Equity Research, Venture Capital, Business Strategy, Market Research, Equities, Alternative Investments, Competitive Analysis, Derivatives, Investments, Asset Management, Portfolio Management, Investor Relations, Valuation

Education
Northeastern University   1979 — 1984
Bachelor of Science (B.S.), Pharmacy

MaryFran Cleary MaryFran Cleary Greater Chicago Area Details
MaryFran Cleary's UBS Global Asset Management Experience 2012 - 2014
Job Market Structure Analyst at Optiver US LLC
Industry Financial Services
Experience
Optiver US LLC  2014 - Present
UBS Global Asset Management   2012 - 2014
Goldman Sachs Execution & Clearing LP   2005 - 2012
Spear, Leeds & Kellogg   1997 - 2005
First Options of Chicago, Inc.   1986 - 1997

Skills
Clearing, Options, Excel, Word, Integration, Futures, Portals, Product Development, Client Service, Financial Reporting, operations, Equity Derivatives, Asset Management, Investment Management, Microsoft Excel, Financial Services, Investments, Microsoft Word, Fixed Income, Equities, Trading, Equity Trading, Electronic Trading, Derivatives, Bloomberg, Prime Brokerage, ETFs, Securities, Market Data, Series 63, FINRA, Bonds, Financial Markets, Capital Markets, FX Options, Middle Office, Proprietary Trading, Asset Allocation, Commodity

Education
Marquette University   1982 — 1986
BS, Busines Administration-Finance

St. Ignatius College Prep

Jason Velkavrh Jason Velkavrh Milwaukee, Wisconsin Details
Jason Velkavrh's UBS Global Asset Management Experience June 2013 - August 2013
Job Senior Equity Research Associate at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co.   July 2014 - Present
UBS Global Asset Management   June 2013 - August 2013
Marakon  September 2007 - June 2012
PepsiCo - Quaker, Tropicana, Gatorade   June 2006 - September 2006
GE Healthcare  June 2005 - September 2005

Skills
Due Diligence, Financial Services, Microsoft Excel, Retail, Financial Modeling, Product Development, Business Strategy, Strategic Planning, Corporate Development, Strategy, Competitive Analysis, Market Analysis, Analysis, Valuation, Management Consulting, Financial Analysis

Education
The University of Chicago - Booth School of Business   2012 — 2014
Master of Business Administration (MBA), Analytic Finance, Accounting

Northwestern University   2003 — 2007
B.S. (cum laude), Industrial Engineering and Management Sciences, Economics

Guy Bloomfield Guy Bloomfield Greater Chicago Area Details
Guy Bloomfield's UBS Global Asset Management Experience April 2001 - April 2009
Job Investments and Operations for Global Macro Strategies team
Industry Investment Management
Experience
William Blair and Company  June 2011 - Present
Singer Partners, LLC   May 2009 - June 2011
UBS Global Asset Management   April 2001 - April 2009
divine\Lightsedge   2000 - 2001
CNA  1998 - 2000
Navistar Inc  1997 - 1998
whittman-hart  1994 - 1998
Wheels  October 1994 - 1996
Arthur Andersen & Co.   December 1992 - December 1994

Skills
Portfolio Management, Team Leadership, Asset Managment, Fixed Income, Equities, Risk Management, Business Analysis, Investments, Strategy, Asset Management, Project Management, Derivatives, Asset Allocation, Management, SDLC, Cross-functional Team..., Trading Systems, Leadership, Hedge Funds, ITIL

Education
Northern Illinois University   1988 — 1992
BS, Operations Management and Information Systems (OM&IS)

Donald Pawluk Donald Pawluk Greater New York City Area Details
Donald Pawluk's UBS Global Asset Management Experience 2002 - 2004
Job External Wholesaler at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds  March 2004 - Present
UBS Global Asset Management   2002 - 2004
Dreyfus  July 2000 - June 2002

Skills
Separately Managed..., Series 7, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, Series 65, Series 6, Investments, Wealth Management, 401k, Retirement Plan..., 529 Plans, Financial Services, Bonds, IRAs, Retirement, Securities, Retirement Planning, FINRA, Financial Advisory, Asset Management, Equities, Wealth Management..., 401k Rollovers, Roth IRA, Portfolio Management, Strategic Financial..., Defined Contribution, Financial Planners, Defined Benefit, Municipal Bonds, Finance, High Net Worth..., Qualified Retirement..., Managing Accounts, Variable Annuities, Investment Advisory, ETFs, Relationship Management, Wealth Accumulation, Estate Planning, Capital Markets, Personal Financial..., Stocks, Fixed Annuities, Pensions, Profit Sharing, Fund Of Funds, Wholesale

Education
LIU Post   1995 — 1997
Bachelor of Science, Finance

Katie Hagen Katie Hagen Chicago, Illinois Details
Katie Hagen's UBS Global Asset Management Experience 2000 - 2005
Job Senior Vice President, Human Resources at Northern Trust Corporation
Industry Human Resources
Experience
Northern Trust Corporation  August 2015 - Present
Northern Trust Corporation  December 2013 - July 2015
Starcom MediaVest Group  March 2013 - December 2013
Neuberger Berman  February 2011 - March 2013
LaSalle Investment Management  July 2010 - February 2011
LaSalle Investment Management  2005 - July 2010
UBS Global Asset Management   2000 - 2005

Skills
Talent Management, Talent Acquisition, Employee Engagement, Onboarding, PeopleSoft, Employee Relations, Performance Management, Human Resources, Recruiting, Deferred Compensation, Personnel Management, HRIS, CRM, Applicant Tracking..., Succession Planning, College Recruiting, Organizational Design, Organizational...

Education
Loyola University Chicago   1996 — 2000

David Salzman David Salzman Greater New York City Area Details
David Salzman's UBS Global Asset Management Experience June 2014 - August 2014
Job Analytics Generalist at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP  August 2015 - Present
Backyard Sports  July 2015 - August 2015
UBS Global Asset Management   June 2014 - August 2014
ISI Group  July 2013 - August 2013
Neuberger Berman  May 2012 - June 2012

Skills
Market Research, Finance, Business Strategy, Microsoft Excel, Final Cut Pro, Microsoft Office, Report Writing, Social Media, Canon Cameras, Digital Cameras, Technical Analysis, Marketing, Film Analysis, Product Development, Mutual Funds, Hedge Funds, Alternative Investments, Morningstar, Asset Management, Leadership, PowerPoint, Research

Education
Muhlenberg College   2011 — 2015
Bachelor of Arts (B.A.), Finance & International Business, Film Studies Minor, Senior

Maastricht University - School of Business & Economics (SBE)   2013 — 2013
International Business and Economics

NYU - Tisch School of the Arts   2012 — 2012
Film and Television Production

The Masters School   2008 — 2011
High School

Scarsdale High School

Christy Pedersen Christy Pedersen Greater Chicago Area Details
Christy Pedersen's UBS Global Asset Management Experience August 2001 - December 2012
Job Vice President at Whitnell & Co.
Industry Investment Management
Experience
Whitnell & Co.   September 2014 - Present
TIAA-CREF  July 2013 - August 2014
UBS Global Asset Management   August 2001 - December 2012
Stax Inc.  2000 - 2001
Brinson Parters   1998 - 2000
Andersen Consulting Strategic Services   1996 - 1998
Harris Associates  1991 - 1996

Skills
Equities, Valuation, Financial Modeling, Mutual Funds, Strategy, Investments, Asset Management, Equity Research, Asset Managment, Financial Services, Private Equity, Hedge Funds, Alternative Investments, Portfolio Management, Investment Management, Research, Positive Team Player, Investment Strategies, Mentoring, Trading, Equity Valuation, Securities, Capital Markets, Derivatives, Analysis, Due Diligence

Education
Northwestern University - Kellogg School of Management   1993 — 1996
M.M., Finance

Northwestern University   1987 — 1991
BA, Economics

Webster Groves High School   1983 — 1987

Keith Weller Keith Weller New York, New York Details
Keith Weller's UBS Global Asset Management Experience June 1995 - Present
Job Executive Director & Senior Associate General Counsel at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   June 1995 - Present
Sidley Austin LLP  September 1991 - May 1995
Drinker Biddle & Reath LLP  September 1987 - September 1991

Skills
Global Investment..., Investment Management, Investment Advisory, investment..., Investment Companies, Investment Company Act, Investment Advisers Act, Securities Exchange Act..., Securities Regulation, Mutual Funds, Closed-end Funds, Offshore Funds, Money Market Funds, Fund Of Funds, Investment Advisor..., Hedge Funds, Asset Management, FINRA, Mergers & Acquisitions, Equities, Corporate Law, Alternative Investments, Valuation, Investments, Private Equity, Fixed Income

Education
NYU School of Law   1984 — 1987
Doctor of Law (J.D.)

Saint Joseph's University   1980 — 1984
Bachelor of Arts (B.A.), Philosophy & Medieval Studies

Brian Reilley Brian Reilley Greater Chicago Area Details
Brian Reilley's UBS Global Asset Management Experience July 2006 - Present
Job Head Production Services Americas at UBS Global Asset Management
Industry Information Technology and Services
Experience
UBS Global Asset Management   July 2006 - Present
Microsoft  November 2005 - July 2006
UBS Global Asset Management   June 2001 - November 2005
Kaiser Permanente  June 2000 - April 2001
MetLife  June 1997 - June 2000

Skills
Risk Management, BMC Remedy, Vendor Management, ITIL, Asset Managment, Business Analysis, Information Technology, Asset Management, Incident Management, IT Strategy, Disaster Recovery, Release Management, Oracle, XP, Change Management, Portfolio Management, Windows XP, SDLC, Requirements Analysis, IT Management, IT Operations, IT Service Management

Education
Northern Illinois University   1993 — 1997
BS, Economics

Melinda J Kautz Melinda J Kautz Elmhurst, Illinois Details
Melinda J Kautz's UBS Global Asset Management Experience October 2000 - Present
Job Senior Credit Analyst at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   October 2000 - Present
PPM America  1995 - 2000
Duff & Phelps Credit Rating Company  1992 - 1995

Skills
Banking, Fixed Income, Portfolio Management

Education
The University of Chicago - Booth School of Business   1995 — 1998
Master of Business Administration (MBA), Accounting and Finance

Millikin University   1988 — 1992
Bachelor of Science (B.S.), Economics

Jay He Jay He New York, New York Details
Jay He's UBS Global Asset Management Experience June 2012 - August 2012
Job Investment Banking Analyst at PNC Capital Markets
Industry Capital Markets
Experience
PNC  June 2013 - Present
UBS Global Asset Management   June 2012 - August 2012
T3M   June 2011 - August 2011
Kornreich-NIA  July 2009 - September 2009
Citi  June 2008 - August 2008
UBS Wealth Management  February 2007 - June 2007

Skills
Bloomberg, Finance, Fixed Income, Valuation, Financial Modeling, Portfolio Management, Equities, Derivatives, Hedge Funds, Securitization

Education
Northwestern University   2009 — 2013
BS, Industrial Engineering, Economics, Kellogg Certificate in Financial Economics

Vincent Trapani Vincent Trapani Merrimack, New Hampshire Details
Vincent Trapani's UBS Global Asset Management Experience January 2014 - June 2014
Job Fixed Income Research Associate at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments  July 2015 - Present
UBS Global Asset Management   January 2014 - June 2014
Wellington Management  January 2013 - June 2013
GE Aviation  January 2012 - June 2012
Global Arena Capital Corp.  July 2009 - August 2011

Skills
Corporate Finance, Microsoft Excel, Financial Analysis, Data Analysis, PowerPoint, Finance, Economics, Strategic Financial..., Leadership, Writing, Due Diligence, Management, Process Improvement, Analysis, Business Analysis

Education
Northeastern University   2010 — 2015
Bachelor's degree, Finance, General, 3.7

London School of Economics and Political Science   2012 — 2012
Economics/Finance

The American University of Rome   2011 — 2011
International Business

Darek Wojnar, CFA Darek Wojnar, CFA San Francisco Bay Area Details
Darek Wojnar, CFA's UBS Global Asset Management Experience 1995 - 2004
Job Managing Director at Lattice Strategies, LLC
Industry Investment Management
Experience
Lattice Strategies, LLC  2014 - Present
Wojnar Group LLC   2013 - Present
BlackRock  2011 - 2013
BlackRock  2007 - 2011
Barclays Global Investors  2005 - 2009
UBS Global Asset Management   1995 - 2004

Skills
Hedge Funds, ETFs, Equities, Alternative Investments, Asset Managment, Investment Management, Product Development, Product Management, Product Marketing, Strategic Planning, Asset Management, Investments, Financial Markets, Asset Allocation, Derivatives, Financial Services, Portfolio Management, Strategy, Mutual Funds

Education
New York University - Leonard N. Stern School of Business   1993 — 1995
MBA, Finance

New York Institute of Technology
BS, Electrical Engineering

Ryan Keller Ryan Keller Chicago, Illinois Details
Ryan Keller's UBS Global Asset Management Experience 2015 - Present
Job Client Solutions Analyst at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   2015 - Present
UBS Global Asset Management   2013 - Present
UBS Global Asset Management   2012 - 2013
Gelber Group LLC  2011 - 2011
Vibes Media  2007 - 2010
GMR Marketing  2004 - 2006

Skills
Equities, Investments, Alternative Investments, New Business Development, Asset Allocation, Mobile Marketing, Trading, Mutual Funds, Time Management, Product Launch, Analytics, Integrated Marketing, Marketing Strategy, Market Research, Entrepreneurship

Education
The University of Chicago - Booth School of Business   2013 — 2015
Master of Business Administration (MBA)

University of San Diego   1999 — 2003
Bachelor of Arts (BA)

University College Galway

Chaminade College Prep

Aroosa Saeed Aroosa Saeed Greater Atlanta Area Details
Aroosa Saeed's UBS Global Asset Management Experience September 2008 - May 2009
Job Senior Catastrophe Modeler at AXIS Capital
Industry Insurance
Experience
AXIS Capital  August 2013 - Present
AIR Worldwide  March 2013 - August 2013
AIR Worldwide  March 2011 - February 2013
Cummins Power Generation  June 2009 - March 2011
UBS Global Asset Management   September 2008 - May 2009
Cummins Power Generation  June 2008 - August 2008
RBC Capital Markets  June 2006 - August 2007
Northland Securities, Inc   January 2006 - May 2006

Skills
Valuation, Financial Modeling, Financial Analysis, Equity Valuation, Bloomberg, Equity Research, Corporate Finance, Portfolio Management, Microsoft Excel, Investments, SQL, Catastrophe Modeling, Finance, Financial Risk, Risk Management, Strategy, Forecasting

Education
University of St. Thomas - Opus College of Business   2007 — 2009
MBA, Finance

Macalester College   2002 — 2006
Bachelor of Arts, Economics

Sonjay Vishnupad Sonjay Vishnupad Greater New York City Area Details
Sonjay Vishnupad's UBS Global Asset Management Experience 1997 - 1998
Job Managing Director, Risk Management & Quantitative Analytics Division at Robert Walters
Industry Staffing and Recruiting
Experience
Robert Walters  1999 - Present
Lynx, Inc.   1998 - 1999
UBS Global Asset Management   1997 - 1998
Ernst & Young  1996 - 1997

Skills
Fixed Income, Hedge Funds, Counterparty Risk, Portfolio Management, Risk Management, Interest Rate..., Asset Managment, Quantitative Finance, Market Risk, Derivatives

Education
New York University   1992 — 1996
BS, Finance

Michele L. Young Michele L. Young Greater Chicago Area Details
Michele L. Young's UBS Global Asset Management Experience 1985 - 2001
Job Investment Management Professional
Industry Investment Management
Experience
Calamos Investments  October 2011 - Present
InView Investment Management, LLC   May 2006 - October 2011
RE/MAX Action  December 2002 - November 2010
UBS Global Asset Management   1985 - 2001
Brinson Partners, Inc.   1990 - 1994
Brinson Partners Inc.   1987 - 1990

Skills
Advertising, Asset Management, Asset Allocation, Asset Managment, Management, Portfolio Management, Investments, Due Diligence, Selling, Real Estate, Business Development, CRM, Investment Strategies, Marketing, Mutual Funds, Sales

Education
Northern Illinois University
B.S., Finance, Economics minor

Hieu (Hugh) Tran Hieu (Hugh) Tran New York, New York Details
Hieu (Hugh) Tran's UBS Global Asset Management Experience July 2013 - Present
Job Investment Analyst at UBS Global Asset Management
Industry Venture Capital & Private Equity
Experience
UBS Global Asset Management   July 2013 - Present
UBS Wealth Management  August 2011 - July 2013
University of Utah  September 2010 - April 2011
Beneficial Financial Group  September 2010 - April 2011
The Linfield Review  September 2009 - May 2010
Asia Commercial Bank (ACB)   June 2008 - August 2008

Skills
Financial Analysis, Data Analysis, Bloomberg Terminal, Financial Modeling, VBA, Hyperion Essbase, Bloomberg API, Private Equity, Wealth Management, Finance, Valuation, Bloomberg, Microsoft Excel, Corporate Finance, Analysis, Due Diligence, Management

Education
University of Utah - David Eccles School of Business   2010 — 2011
M.S., Finance

Linfield College   2007 — 2009
B.S., Finance (cum laude)

Sherry (Yan) Wang Sherry (Yan) Wang Chicago, Illinois Details
Sherry (Yan) Wang's UBS Global Asset Management Experience September 2014 - June 2015
Job M.S. Computer Science Student at University of Chicago
Industry Computer Software
Experience
UBS Global Asset Management   September 2014 - June 2015
Goldman Sachs  June 2013 - August 2013
Goldman Sachs  January 2013 - March 2013
Kellogg School of Management  October 2012 - January 2013
Orbitz Worldwide  June 2012 - August 2012

Education
The University of Chicago   2015 — 2016
Master of Science (M.S.), Computer Science

Northwestern University   2010 — 2014
Bachelor's degree, Economics; Statistics minor

Nicholas Palmieri Nicholas Palmieri Greater New York City Area Details
Nicholas Palmieri's UBS Global Asset Management Experience January 2015 - Present
Job Investment Consultant at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   January 2015 - Present
UBS Wealth Management  January 2014 - January 2015
UBS Wealth Management  June 2013 - January 2014
UBS Wealth Management  September 2011 - April 2013
Leafstone Staffing  December 2011 - January 2012
The Brownstone House   May 2008 - October 2011
Overtime Sports Facility   November 2008 - May 2010
Circuit City  November 2007 - July 2008

Skills
Microsoft Excel, Microsoft Word, Bloomberg Terminal, Morningstar, Lean Management, Six Sigma, Series 7, Series 63, Series 65, Financial Analysis, Financial Planners, Model Portfolios, Mutual Funds, Customer Service, Event Management, Sales, Time Management, Portfolio Management

Education
New Jersey Institute of Technology   2010 — 2013
International Business, Finance, Management

DePaul Catholic High School   2004 — 2008

Thomas Harris Thomas Harris San Francisco Bay Area Details
Thomas Harris's UBS Global Asset Management Experience June 2011 - June 2013
Job Asset Manager
Industry Real Estate
Experience
MWest Properties  Sr Associate, Asset ManagementJamestownJune 2013 - June 2015
UBS Global Asset Management   June 2011 - June 2013
LNR Partners, LLC  July 2010 - April 2011
UrbanMeritage   August 2009 - March 2011
Vermont Telephone Company  February 2010 - March 2010
Boston Properties  June 2008 - September 2008
Lightfoot Capital   June 2007 - August 2007
Lehman Brothers  May 2004 - June 2007
State Street  September 2003 - April 2004
EF Education  November 2002 - July 2003

Skills
Asset Management, Financial Modeling, Valuation, Real Estate Finance, Cash Flow, Due Diligence, Financial Analysis, Real Estate Economics, Real Estate

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2007 — 2009
MBA

Middlebury College   1998 — 2002
BA, Economics

UCL   2001 — 2001

Lucas Seely Lucas Seely Greenwich, Connecticut Details
Lucas Seely's UBS Global Asset Management Experience September 2007 - September 2011
Job Associate, Client Advisor at Deutsche Bank
Industry Investment Management
Experience
Deutsche Bank  May 2013 - Present
Startup Institute  February 2013 - April 2013
Merrill Lynch  2012 - 2013
UBS Global Asset Management   September 2007 - September 2011

Skills
Financial Planning,..., Fixed Income, Bloomberg, Due Diligence, Asset Allocation, Series 7, Microsoft Excel, ETFs, Investment Management, Mutual Funds, Separately Managed..., Equities, Wealth Management, Tactical Asset..., Investment Advisory, Uniform Combined State..., Securities, Municipal Bonds, Wealth Management..., Bonds, Equity Research, Emerging Markets, Retirement Planning, Derivatives, Bloomberg Terminal

Education
New York University   2003 — 2006
Bachelor of Arts (B.A.), International Relations and Affairs

Danielle Singer, CFA Danielle Singer, CFA Greater New York City Area Details
Danielle Singer, CFA's UBS Global Asset Management Experience May 2012 - May 2014
Job Senior Client Portfolio Manager, Multi Asset at Invesco US
Industry Investment Management
Experience
Invesco US  June 2014 - Present
UBS Global Asset Management   May 2012 - May 2014
UBS Global Asset Management   August 2007 - May 2012
UBS Global Asset Management   February 2006 - August 2007
UBS Wealth Management  March 2004 - February 2006
Deutsche Bank  May 2002 - March 2004
American Express Financial Advisors  January 2002 - March 2002

Skills
Asset Managment, Mutual Funds, Series 7, Fixed Income, Equities, Asset Allocation, Portfolio Management, Investments, Bloomberg, Investment Management, Fund Of Funds, Securities, Derivatives, Valuation, Investment Strategies, Series 3, Series 66, French, Chartered Financial..., Alternative Investments, Hedge Funds, Institutional..., Pension Funds, Quantitative Analytics, Separately Managed..., Equity Research, ETFs, Asset Management, Bonds, FINRA, Emerging Markets

Education
The University of Chicago - Booth School of Business   2007 — 2010
MBA, Analytic Finance, Econometrics, Economics

Middlebury College   1997 — 2001
B.A., International Politics & Economics; French

The Chapin School   1985 — 1997

Ian J. Weiss, CAIA Ian J. Weiss, CAIA Greater New York City Area Details
Ian J. Weiss, CAIA's UBS Global Asset Management Experience March 2014 - August 2015
Job Vice President Portfolio Manager
Industry Financial Services
Experience
Reliance Trust Company an FIS Company  September 2015 - Present
UBS Global Asset Management   March 2014 - August 2015
The 1911 Tust Company   September 2007 - March 2014
SEI Investments  2003 - 2007
SEI Investments  January 1997 - January 2003

Skills
Wealth Management, Private Equity, Venture Capital, Hedge Funds, Equity Research, Fixed Income, Commodities, Investments, Equities, Asset Management, Alternative Investments, Institutional, Client Service, Private Foundations, Asset Managment, Private Banking, Financial Services, Trust Management, Endowment Funds, Strategic Financial..., Asset Allocation, Mutual Funds, Commodity, Securities, Investment Strategies, Investment Management, Investment Advisory, Bloomberg, Fund Of Funds, Series 7, Relationship Management, Bonds, Portfolio Management, Capital Markets, ETFs, Financial Planning

Education
Michigan State University   1992 — 1996
BA, Finance

Michigan State University - The Eli Broad College of Business   1992 — 1996
Finance, Finance and Financial Management Services

Aditya Manikantan Aditya Manikantan Evanston, Illinois Details
Aditya Manikantan's UBS Global Asset Management Experience June 2015 - August 2015
Job Student at Northwestern University
Industry Financial Services
Experience
UBS Global Asset Management   June 2015 - August 2015
Centre for Interdisciplinary Exploration and Research in Astrophysics   April 2014 - June 2015
Standard Chartered Bank  June 2014 - August 2014
Standard Chartered Bank  June 2012 - July 2012

Education
Northwestern University   2013 — 2017
Bachelor's Degree, Economics, Physics

United World College of South East Asia   2010 — 2013
High School, International Baccalaureate

Marissa Gottlieb Marissa Gottlieb Greater Chicago Area Details
Marissa Gottlieb's UBS Global Asset Management Experience June 2015 - Present
Job MBA Summer Associate at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   June 2015 - Present
Altegris  2010 - 2013
Cabrillo Advisors, LLC  2008 - 2010

Skills
Financial Modeling, Alternative Investments, Research, Investments, Hedge Funds, Asset Management, Asset Allocation, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Series 7, Finance, Management

Education
Northwestern University - Kellogg School of Management   2014 — 2016
Master of Business Administration (M.B.A.)

University of California, San Diego   2004 — 2008
Bachelor of Arts

Paul Zelisko Paul Zelisko Greater Chicago Area Details
Paul Zelisko's UBS Global Asset Management Experience 1993 - Present
Job Head Equity Investment Systems at UBS
Industry Financial Services
Experience
UBS Global Asset Management   1993 - Present
Castle Systems Inc   1979 - 1993
G. D Searle  1977 - 1979
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas   1974 - 1977
American National Bank  1971 - 1974

Skills
Equities, Asset Managment, Portfolio Management, Hedge Funds, Equity Research, Investments, Fixed Income, Bloomberg, Asset Allocation, Investment Strategies, Mutual Funds, Alternative Investments, Financial Modeling, Investment Management, Valuation, Derivatives, Financial Analysis, Quantitative Analytics, Series 7, Fund Of Funds

Education
University of Chicago GSB   1974 — 1977
MBA, Finance

Marquette University   1967 — 1971
bs, Finance & Management Science

Campion Jesuit High School   1964 — 1967

Howard Birns Howard Birns Greater New York City Area Details
Howard Birns's UBS Global Asset Management Experience November 1989 - March 1997
Job Global Compliance Project Manager
Industry Information Technology and Services
Experience
JPMorgan Chase & Co.   May 2015 - Present
UBS  September 2014 - March 2015
AIG Property Casualty  November 2009 - May 2014
AIG  June 1998 - November 2009
Lehman Brothers  July 1997 - June 1998
UBS Global Asset Management   November 1989 - March 1997
Chase Manhattan Corporation  March 1982 - November 1989

Skills
Managerial Finance, Finance, Financial Analysis, Asset Managment, Strategic Financial..., Financial Risk, Risk Management, Due Diligence, Financial Modeling, Financial Reporting, Asset Management, Financial Services, Valuation, Forecasting, Insurance, Portfolio Management, Financial Planning, Underwriting, Budgets, Banking, Business Process...

Education
LIU Post   1979 — 1982
Master of Business Administration (M.B.A.), Finance

LIU Post   1975 — 1977
Bachelor's Degree, Accounting

State University of New York College at Plattsburgh

State University of New York College at Plattsburgh

State University of New York College at Plattsburgh

State University of New York College at Plattsburgh

State University of New York College at Plattsburgh

Shaheen Iqubal, CFA Shaheen Iqubal, CFA Greater Chicago Area Details
Shaheen Iqubal, CFA's UBS Global Asset Management Experience May 2004 - Present
Job Quantitative Analyst Director at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   May 2004 - Present
UBS Global Asset Management   June 2000 - May 2004
IRIS Software  October 1999 - April 2000
M Tech India Pvt. Ltd.   1998 - 1999

Skills
Equity Research, Equities, Derivatives, Portfolio Management, Asset Managment, Mutual Funds, Valuation, Financial Modeling, Bloomberg, Factset, Barra, Holt, Asset Management, VBA, Investment Management, Financial Risk, SAS

Education
The University of Chicago Booth School of Business   2008 — 2010
MBA, Analytical Finance, Accounting, Economics

National Institute of Information Technology   1994 — 1998
Honors Diploma in Software, Software

Karim City College   1990 — 1996
Bachelor of Science (B.Sc.), Mathematics & Chemistry

Ranchi University   1990 — 1996
Bachelor of Science, Mathematics

LISA MAGUIRE LISA MAGUIRE Greater New York City Area Details
LISA MAGUIRE's UBS Global Asset Management Experience March 2011 - June 2013
Job Director, Enterprise Risk Management at GE Treasury
Industry Banking
Experience
GE Treasury  August 2014 - Present
UBS  June 2013 - August 2014
UBS Global Asset Management   March 2011 - June 2013
UBS Investment Bank  February 2010 - April 2011
UBS Investment Bank  March 2006 - February 2010
UBS Investment Bank  June 2004 - March 2006
Lloyds TSB Bank plc  1999 - 2004
Societe Generale  1996 - 1999
SG Warburg  1995 - 1995

Education
New York University
PhD, European History

Smith College
AB, History

The Latin School of Chicago

Michael Smertz Michael Smertz Boston, Massachusetts Details
Michael Smertz's UBS Global Asset Management Experience January 2015 - June 2015
Job Student at Northeastern University
Industry Financial Services
Experience
UBS Global Asset Management   January 2015 - June 2015
Piper Jaffray  January 2014 - June 2014
MFS Investment Management  January 2013 - June 2013
Pennstar Bank  May 2012 - August 2012
Kelly Smertz Tires   June 2008 - August 2011

Skills
Microsoft Office, Microsoft Excel, Customer Service, Financial Analysis, Communication Skills, Teamwork, Social Media, Problem Solving, Public Speaking, Investments, Sales, Accounting, Banking, Financial Reporting, Analysis, Budgets, Social Networking, Auditing, Accounts Receivable

Education
Northeastern University   2011 — 2016
Finance, Minors in Economics and Political Science

Solan Strickling Solan Strickling Los Angeles, California Details
Solan Strickling's UBS Global Asset Management Experience January 2013 - June 2015
Job MBA Candidate at USC Marshall School of Business
Industry Entertainment
Experience
UBS Global Asset Management   January 2013 - June 2015
Praxair Inc  April 2011 - January 2013
Praxair  June 2009 - March 2011

Skills
Competitive Analysis, Business Development, Finance, Market Research, Cross-functional Team..., Marketing Strategy, Strategy

Education
University of Southern California - Marshall School of Business   2015 — 2017
Master of Business Administration (MBA), Finance & Strategy

Morehouse College   2005 — 2009
BA, Business Finance

Ayan Roy Ayan Roy New York, New York Details
Ayan Roy's UBS Global Asset Management Experience November 2010 - May 2011
Job Marketing Analytics Researcher & Entrepreneur
Industry Financial Services
Experience
Sony Pictures Entertainment  2013 - 2015
Greenwich Associates  2011 - 2013
Kellogg Management and Organizations   September 2008 - June 2011
UBS Global Asset Management   November 2010 - May 2011
Liberty Property Trust  June 2010 - August 2010
Chicago Appleseed Fund for Justice  June 2009 - August 2009
Liberty Mutual Insurance  June 2008 - August 2008

Skills
Bloomberg, Analytics, Data Analysis, SPSS, Capital Markets, PowerPoint, Due Diligence, Research, Economics

Education
Northwestern University   2007 — 2011

Derek Dabrowski Derek Dabrowski Dallas/Fort Worth Area Details
Derek Dabrowski's UBS Global Asset Management Experience January 2001 - June 2005
Job Senior Director Dr Pepper, Crush, Schweppes at Dr Pepper Snapple Group
Industry Consumer Goods
Experience
Dr Pepper Snapple Group  February 2015 - Present
Dr Pepper Snapple Group  November 2013 - Present
Dr Pepper Snapple Group  May 2012 - September 2013
Dr Pepper Snapple Group  March 2011 - May 2012
Dr Pepper Snapple Group  June 2009 - February 2011
Dr Pepper Snapple Group  August 2007 - June 2009
Ford Motor Company  August 2006 - August 2007
Ford Motor Company  July 2005 - August 2006
UBS Global Asset Management   January 2001 - June 2005
Deloitte  January 1999 - January 2001

Skills
Brand Development..., Strategic Brand..., Brand Positioning..., Marketing Strategy, Digital Marketing, Strategy Development, Advertising, Online Advertising, Brand Architecture, P&L Responsibility, Brand Design, Brand Management, Consumer Insights, Consumer Marketing, Cross-functional Team..., Insight Generation, Integrated Marketing, Market Analysis, P&L Management, Product Innovation, Product Marketing, Marketing Analytics, Branding & Identity, Strategic Repositioning, Leadership Development, People Development, Influence At All Levels, Executive Level..., Partnership Marketing, Consumer Packaged Goods..., Retail Marketing, Shopper Marketing, Product Management, Leadership, Customer Insight, Strategy

Education
Northwestern University - Kellogg School of Management   2003 — 2005
MBA, Marketing, Strategy

Michigan State University   1994 — 1998
BS, Accounting

downers grove south

Dan Leibforth Dan Leibforth Chicago, Illinois Details
Dan Leibforth's UBS Global Asset Management Experience May 2011 - August 2012
Job Assistant Vice President
Industry Investment Management
Experience
Citi Private Bank  June 2014 - Present
Citi  June 2012 - June 2014
UBS Global Asset Management   May 2011 - August 2012
FIS  May 2010 - January 2011

Skills
Fixed Income, Financial Modeling, Valuation, Financial Analysis, Equity Research, Excel, PowerPoint, Word, Microsoft Office, Bloomberg Terminal, Writing, Outlook, Portfolio Management, Bloomberg, Finance, Investments, Microsoft Excel, Microsoft Word

Education
Marquette University   2008 — 2012
Bachelor of Science (BS), Finance and Economics

Brendan Jonland Brendan Jonland Greater New York City Area Details
Brendan Jonland's UBS Global Asset Management Experience May 2005 - August 2005
Job Regional Vice President at American Funds
Industry Financial Services
Experience
American Funds  January 2013 - Present
Invesco Ltd.  June 2010 - December 2012
Invesco Ltd.  July 2006 - June 2010
UBS Global Asset Management   May 2005 - August 2005

Education
Northwestern University   2007 — 2008
Certification, Certified Financial Planner

University of Illinois at Urbana-Champaign   2001 — 2005
Bacehlor's Degree

Jeanette Yuen Jeanette Yuen Boston, Massachusetts Details
Jeanette Yuen's UBS Global Asset Management Experience May 2006 - June 2007
Job Product Manager at TripAdvisor
Industry Internet
Experience
TripAdvisor  December 2011 - Present
Citi Institutional Clients Group  March 2009 - December 2011
Citi Global Transaction Services  July 2007 - March 2009
UBS Global Asset Management   May 2006 - June 2007
Time Inc.  September 2005 - May 2006

Skills
HTML, CSS, JavaScript, Photoshop, Illustrator, Web Design, Product Management, A/B testing, Competitive Analysis, User Experience Design, Interaction Design, SQL, Hive, Web Analytics, Project Management, Google Analytics

Education
New York University   2003 — 2007
BA, Computer Science, Cinema Studies

Suneil Ahuja Suneil Ahuja Greater New York City Area Details
Suneil Ahuja's UBS Global Asset Management Experience June 2011 - August 2011
Job Strategy Consultant at Accenture
Industry Management Consulting
Experience
Accenture  December 2014 - Present
Accenture  May 2014 - December 2014
Accenture  October 2012 - May 2014
Dream Sure Group, LLC   January 2010 - June 2012
UBS Global Asset Management   June 2011 - August 2011
Shinsei Bank  June 2010 - August 2010
China Europe International Business School   June 2009 - September 2009

Skills
Entrepreneurship, Communication Skills, Social Media, Social Networking, Japanese, Management

Education
Northwestern University   2008 — 2012
B.A., Economics & Political Science, Japanese Language & Culture

American School in Japan   2000 — 2008

Shanghai American School   2005 — 2006

Ryan Connolly Ryan Connolly Greater New York City Area Details
Ryan Connolly's UBS Global Asset Management Experience September 2013 - April 2015
Job Senior Account Executive (Luxury Automotive) at Octagon
Industry Marketing and Advertising
Experience
Octagon  April 2015 - Present
Petrolicious  2014 - Present
UBS Global Asset Management   September 2013 - April 2015
GE Capital Real Estate  September 2013 - December 2013
UConn School of Business  September 2012 - December 2013
UBS Global Asset Management   March 2013 - September 2013
MF Global  2011 - 2011
MF Global  2009 - 2011
Boston Bruins  2010 - 2010
International Bridges to Justice  July 2009 - December 2009

Skills
Microsoft Excel, PowerPoint, Leadership, Analysis, Microsoft Word, Social Media, Event Planning, Stata, SPSS, Eloqua e-Marketing..., Wordpress Design, HTML, Excel, Word, Access, Qualtrics Survey..., ClearVision MarketWatch, CME Front End Clearing..., Basic SQL, Basic VBA, Automotive Products, Automotive

Education
The University of Connecticut School of Business   2012 — 2013
Master of Science (MS), Financial Risk Management, Cumulative 3.9 GPA

Northeastern University   2008 — 2011
BS, Economics, Political Science

The University of Connecticut   2006 — 2008
BS, Economics, Political Science

Inter-Community School Zürich   1998 — 2001

Farooq Haider Farooq Haider Greater New York City Area Details
Farooq Haider's UBS Global Asset Management Experience 2002 - 2009
Job Vice President at Credit Suisse
Industry Investment Management
Experience
Credit Suisse  July 2009 - Present
CBS News  March 2009 - July 2009
UBS Global Asset Management   2002 - 2009
Deutsche Bank  September 2001 - February 2002
Goldman Sachs  April 2000 - August 2001
Jefferies & Company  1999 - 2000
Christie's  May 1999 - August 1999
Rothschild Bank   March 1998 - April 1999

Skills
ITIL, Change Management, Management, Leadership, Incident Management, Service Management, Infrastructure, Consulting, Problem Management, Windows, Business Analysis

Education
New York Institute of Technology   1995 — 1998
BSc, MIS

University of Delaware   1993 — 1995
BSc, Chemical Engineering

Reed Garetto Reed Garetto New York, New York Details
Reed Garetto's UBS Global Asset Management Experience September 2014 - Present
Job Legal and Compliance Associate at UBS
Industry Law Practice
Experience
UBS Global Asset Management   September 2014 - Present
American College of Trust and Estate Counsel (ACTEC)   August 2014 - Present
UBS Global Asset Management   June 2014 - August 2014
Mercyhurst University  April 2010 - April 2012
Jaffe & Koumourdas L.L.P.   June 2011 - August 2011
Jaffe & Koumourdas L.L.P.   June 2010 - August 2010

Skills
Investment Company Act, 1940 Act, Securities Exchange Act..., Constitutional Law, International Economics, Financial Institutions, Estate Planning, Lexis, Criminal Law, Entrepreneurship, Civil Procedure, Westlaw, Bloomberg, Financial Analysis, Financial Reporting, Finance, Strategic Financial..., Managerial Finance, History of Political..., Strategic Planning, Leadership, Microeconomics, Macroeconomics, Investments, Political Science, Legal Writing

Education
Hofstra University School of Law   2013 — 2016
Juris Doctor, Financial Services

Mercyhurst University   2009 — 2013
Bachelor of Arts (BA), Political Science and Finance

Gilmour Academy   2007 — 2008

Puneet Sethi Puneet Sethi Chicago, Illinois Details
Puneet Sethi's UBS Global Asset Management Experience 2000 - September 2010
Job
Industry Financial Services
Experience
PwC  November 2012 - October 2013
Deloitte Consulting  September 2010 - November 2012
UBS Global Asset Management   2000 - September 2010
TCIL Bellsouth   1996 - 1999

Education
Northwestern University - Kellogg School of Management   2004 — 2007
MBA, Management & Strategy, Finance

Nagpur University
Bachelor of Engineering (B.E.), Computer Science

Edward Comerford, CFA Edward Comerford, CFA San Francisco, California Details
Edward Comerford, CFA's UBS Global Asset Management Experience June 2012 - August 2012
Job Senior Portfolio Manager, Real Assets at San Francisco Employees' Retirement System (SFERS)
Industry Investment Management
Experience
City and County of San Francisco  May 2015 - Present
Brownson, Rehmus & Foxworth   November 2013 - March 2015
JEM Investment Properties   2011 - 2013
EGC Properties LLC   2007 - 2013
UBS Global Asset Management   June 2012 - August 2012
A&C Ventures   June 2011 - August 2011
Hall Capital Partners LLC  December 2007 - July 2011
Hall Capital Partners LLC  May 2005 - November 2007

Skills
Investments, Equities, Portfolio Management, Investment Properties, Real Estate Economics, Financial Modeling, Real Estate Acquisitions, Market Research, Valuation, Commercial Real Estate, Due Diligence, Hedge Funds, Investment Management

Education
Northwestern University - Kellogg School of Management   2011 — 2013
Master of Business Administration (MBA), Finance, Real Estate

Santa Clara University   2000 — 2004
Bachelor of Science, Finance, Economics

St. Ignatius College Prep   1996 — 2000

Dan Mungovan Dan Mungovan Greater Chicago Area Details
Dan Mungovan's UBS Global Asset Management Experience August 2002 - November 2003
Job Manager, Supplier Finance at Essendant
Industry Construction
Experience
Essendant  July 2015 - Present
Essendant  March 2014 - June 2015
Essendant  July 2011 - February 2014
JBT Corporation  May 2008 - June 2011
USG  August 2007 - April 2008
USG (L&W Supply)   2003 - 2007
UBS Global Asset Management   August 2002 - November 2003

Skills
Hyperion Enterprise, Forecasting, Microsoft Excel, Financial Reporting, Financial Modeling, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Budgets, General Ledger, Managerial Finance, Strategic Planning, Analysis, Variance Analysis, Strategic Financial..., Process Improvement, Management, Corporate Finance, Finance, Financial Accounting, Cross-functional Team..., Cost Accounting, Financial Forecasting, Financial Planning, Auditing, Accounting, Leadership, Essbase, Hyperion

Education
Northwestern University - Kellogg School of Management   2007 — 2010
MBA, Finance, Marketing, Entrepreneurship

Michigan State University   1998 — 2002
2002, Finance

Ashu Pal Ashu Pal Charlotte, North Carolina Details
Ashu Pal's UBS Global Asset Management Experience 2002 - 2006
Job Bond Trader at Nathan Hale Capital
Industry Investment Banking
Experience
Nathan Hale Capital, LLC   2015 - Present
Asian Development Bank  2012 - 2015
Mahson Agro   2009 - 2012
Reliance Capital Asset Management   2008 - 2009
ForePoint Capital Management (Macquarie Group)   2006 - 2008
UBS Global Asset Management   2002 - 2006
KPMG  1999 - 2002
Price Waterhouse  1997 - 1999
USDA  1996 - 1996

Skills
Capital Markets, Portfolio Management, Financial Modeling, Emerging Markets, Structured Finance, Risk Management, Asset Management, Project Finance, Finance, Trading, Investment Banking, Hedge Funds, Corporate Finance, Management Consulting, Structured Products, Commodity, Alternative Investments, Derivatives, Private Equity, Econometrics, Real Estate, Financial Risk, Financial Structuring, Asset Allocation, Mutual Funds, Mortgage Banking, Investments, Valuation, Strategy

Education
The University of Chicago - Booth School of Business   2001 — 2004
MBA

CFA Institute   1998 — 2000
Chartered Financial Analyst (CFA)

North Carolina State University   1994 — 1996
Masters, Economics

University of Mumbai   1991 — 1994
Bachelors, Commerce

The Mayo College, Ajmer   1983 — 1991

Ramiro Fernandez Ramiro Fernandez Apex, North Carolina Details
Ramiro Fernandez's UBS Global Asset Management Experience 1997 - 1998
Job IT support Northtrop Grumman
Industry Financial Services
Experience
Northrop Grumman M5 Network Security  October 2013 - November 2013
The Fountain Group  June 2013 - November 2013
DHA (Cary, NC)   September 2012 - June 2013
Credit Suisse  March 2010 - December 2012
Fidelity Investments  August 1998 - March 2010
UBS Global Asset Management   1997 - 1998

Skills
Technical Support, SharePoint, ITIL, Help Desk Support, Active Directory, Visio, Vendor Management, Disaster Recovery, Networking, Windows 7, Incident Management, IT Service Management, Business Analysis, Project Management, Windows Server, Process Improvement, Security, Software Documentation, Program Management, Troubleshooting, IT Operations, Call Center, Requirements Gathering, Lotus Notes, Windows, Change Management, System Administration, VMware, Training, Leadership, Microsoft Exchange, Hardware, Virtualization, Servers, XP, IT Management, Blackberry Enterprise..., VPN, BMC Remedy, DNS, Citrix, Software Installation, Call Centers, Operating Systems, System Deployment, TCP/IP, Service Delivery, DHCP, Cisco Technologies, IT Strategy

Education
LIU Brooklyn   1996 — 1996
Certificate, PC support and maintenance

New York Theological Seminary   1995 — 1996
Religious Certificate, Theology, Religion, Church History

College of New Rochelle   1994 — 1996
Liberal Arts, Liberal Arts, Education

Colegio Militar Caldas   1982 — 1985
Bachillerato en Tecnologia, y Orientacion Militar, Bachillerato en Tecnologia y Orientacion Militar

Shannon Crowley Shannon Crowley Vancouver, Canada Area Details
Shannon Crowley's UBS Global Asset Management Experience July 2007 - December 2007
Job Portfolio Administrator at HSBC Global Asset Management (Canada)
Industry Financial Services
Experience
HSBC Global Asset Management (Canada)   May 2009 - Present
Northern Trust Global Investments  May 2008 - December 2008
UBS Global Asset Management   July 2007 - December 2007
Zurich Financial Services  May 2005 - November 2006

Skills
Asset Managment, Investments, Equities, Portfolio Management, Wealth Management, Project Management, Financial Services, Issue Resolution, Asset Management, Organization, Event Management, Relationship Management, Financial Risk, Finance, Investment Management, Securities, Asset Allocation

Education
Canadian Securities Institute   2013 — 2013
Conduct and Practices Handbook Course (CPH)

Canadian Securities Institute   2011 — 2012
Canadian Securities Course (CSC)

Tribeca   2006 — 2006
Diploma of Financial Planning, Financial Planning

Massey University   2001 — 2003
BSc, Majors: Human Nutrition, Physiology. Minor: Sports Science, B+ Avg

Palmerston North Boys High School   1995 — 2000
Maths with Stats, Math with Calculus, Physics, Chemistry, Accounting

Joe Reiff Joe Reiff Greater Chicago Area Details
Joe Reiff's UBS Global Asset Management Experience September 2014 - Present
Job Software Developer
Industry Financial Services
Experience
UBS Global Asset Management   September 2014 - Present

Skills
Management, Perl, SQL, Unix, Linux, MySQL, Virtualization, Citrix

Education
Northwestern University   1992 — 1997
Bachelor of Science, Organizational Studies

Bhaskar Kodati Bhaskar Kodati Greater New York City Area Details
Bhaskar Kodati's UBS Global Asset Management Experience March 2001 - May 2004
Job Oracle Consultant at Bank of America
Industry Computer Software
Experience
Bank of America  February 2014 - Present
Barclays Capital/EEI   October 2009 - December 2013
Enterprise Engineering, Inc.   December 2007 - September 2009
Dow Jones  April 2007 - November 2007
Prudential Insurance  March 2006 - March 2007
Stryker Orthopaedics  June 2004 - February 2006
UBS Global Asset Management   March 2001 - May 2004
Equitable Life  January 2000 - February 2001
Johnson & Johnson  January 1994 - December 1999

Skills
Performance Tuning, Unix Shell Scripting, PL/SQL, Oracle SQL, XML, XSLT, Disaster Recovery, Oracle RAC, Exadata, Data Guard, Data Warehousing, Solaris, SQL Tuning, Oracle, Unix, SQL, Databases, High Availability, Data Modeling, Replication, Database Design, ETL, Oracle SQL Developer, Shell Scripting, Testing

Education
New Jersey Institute of Technology   1991 — 1993
MS, Computer Science

Osmania University   1984 — 1988
BS, Chemical Engineering

Kevin Reilly, ASA Kevin Reilly, ASA Greater Milwaukee Area Details
Kevin Reilly, ASA's UBS Global Asset Management Experience August 2000 - March 2002
Job Managing Partner at evcValuation
Industry Utilities
Experience
evcValuation LLC   March 2015 - Present
American Appraisal Associates  2014 - March 2015
American Appraisal Associates  2009 - 2012
Duff & Phelps  2006 - 2009
UBS Global Asset Management   August 2000 - March 2002

Skills
Due Diligence, Valuation, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Finance, Corporate Finance, Business Valuation, Private Equity, Management

Education
Marquette University   1993 — 1998
Bachelor of Science (BS), Mechanical Engineering

Bill Monty Bill Monty Greater Chicago Area Details
Bill Monty's UBS Global Asset Management Experience 2006 - Present
Job Associate Director, L3 support/Business analyst for UBS Global Asset Management
Industry Information Technology and Services
Experience
UBS Global Asset Management   2006 - Present
UBS Global Asset Management   April 1998 - 2006
UBS O'Connor  1996 - April 1998
UBS-O'Connor  June 1992 - March 1996
Midland Paper  1988 - June 1992

Skills
Sybase, Unix, SQL, Databases, CRM, Data Warehousing, Perl, report distribution, Unix Shell Scripting, Derivatives, Trading Systems, Equities, Oracle, Linux, Options, Electronic Trading, Microsoft SQL Server, Business Analysis, Data Entry, Management, Fixed Income, Process Automation, SFTP, Samba

Education
Northeastern Illinois University   1991 — 1993
Bachelor of computer science

Northeastern Illinois University   1988 — 1993
Bachelor of Business Administration (BBA)

David Brenner David Brenner Philadelphia, Pennsylvania Details
David Brenner's UBS Global Asset Management Experience June 2012 - September 2015
Job Division Director at Macquarie Investment Management
Industry Investment Management
Experience
Macquarie Group  September 2015 - Present
UBS Global Asset Management   June 2012 - September 2015
UBS Global Asset Management   December 2004 - June 2012
KPMG  2002 - 2005
Arthur Andersen LLP  2000 - 2002

Skills
Asset Managment, Financial Modeling, Hedge Funds, Financial Analysis, Investment Management, Mutual Funds, Investments, Due Diligence, Financial Risk, Wealth Management, Mergers, Risk Management, Equities, Valuation, Series 7, Enterprise Risk..., Private Equity, Corporate Finance, Financial Services, Asset Allocation, Alternative Investments, Asset Management, Fixed Income, Portfolio Management

Education
The University of Chicago Booth School of Business   2006 — 2008
MBA, Finance, Economics & Strategic Management

Miami University (Ohio)   1996 — 2000

Pamela Diaz Pamela Diaz Greater Chicago Area Details
Pamela Diaz's UBS Global Asset Management Experience January 2012 - October 2013
Job Senior Vice President Director of Global Operations and Interim CIO at Ariel Investments
Industry Financial Services
Experience
Ariel Investments  June 2014 - Present
UBS Global Asset Management   January 2012 - October 2013
UBS Global Asset Management   January 2008 - December 2011
UBS Global Asset Management   May 1990 - December 2007

Skills
Project Management, Alternative Investments, Asset Management, IT Management, Bloomberg, Portfolio Management, Series 7, Financial Markets, Asset Managment, Derivatives, Fixed Income, Mutual Funds, Investment Management, Business Analysis, Fund Of Funds, Hedge Funds, Equities, Financial Modeling, Securities, Securities Lending, Asset Allocation, Options, Investment Strategies

Education
Northern Illinois University   1988 — 1990
BS, Enterprise Management

Northern Illinois University   1988 — 1990
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Irina Saltykov Irina Saltykov Greater New York City Area Details
Irina Saltykov's UBS Global Asset Management Experience 1995 - 2000
Job Senior Technology Manager, Compliance, Actimize
Industry Financial Services
Experience
Bank of America  March 2005 - Present
Robeco Investmets Management   2000 - 2005
UBS Global Asset Management   1995 - 2000

Skills
Business Analysis, Financial Services, SDLC, Investment Banking, Fixed Income, Asset Management, Banking, Software Development, AML, Data Warehousing, Actimize, Program Management, Trading Systems, Capital Markets, Equities

Education
Moscow Institute of Electronics and Mathematics (Technical University)
Master’s Degree, Mathematics and Computer Science

Carmela Van Atta Carmela Van Atta Greater Chicago Area Details
Carmela Van Atta's UBS Global Asset Management Experience May 2006 - Present
Job Regional Records Manager at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   May 2006 - Present
Fujisawa  2002 - 2005
NorthShore University HealthSystem  September 1999 - September 2002

Skills
Records Management, Software Documentation, Risk Management, Document Management, SharePoint, Process Improvement, Business Analysis, Knowledge Management, Access, Business Process..., Vendor Management, SDLC, Project Management

Education
North Park University   2000 — 2003
MM, Master of Management

Nick Filip Nick Filip Greater Chicago Area Details
Nick Filip's UBS Global Asset Management Experience October 2013 - December 2014
Job Database Developer at American Academy of Pediatrics
Industry Information Technology and Services
Experience
American Academy of Pediatrics  January 2015 - Present
UBS Global Asset Management   October 2013 - December 2014
Citadel Investment Group  January 2012 - August 2013
Citadel Investment Group  September 2009 - December 2011
Allstate Financial Technology   January 2008 - March 2009
Allstate Financial  July 2005 - January 2008
CNA Insurance  May 2004 - August 2004

Skills
Microsoft SQL Server, Requirements Analysis, Software Development, Software Documentation, Testing, .NET, Requirements Gathering, C#, MS Project, Quality Assurance, ASP.NET, Troubleshooting, Active Directory

Education
Northern Illinois University   2001 — 2005
Bachelor's

Bill DeSanto, CIMA Bill DeSanto, CIMA Greater New York City Area Details
Bill DeSanto, CIMA's UBS Global Asset Management Experience August 2015 - Present
Job Executive Director at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   August 2015 - Present
Charles Schwab Investment Management  August 2013 - December 2014
Russell Investments  June 2011 - August 2013
Eagle Asset Management  December 2008 - June 2011
J. & W. Seligman & Co. Incorporated   January 2005 - November 2008
J&W Seligman  2000 - 2004
Harris Bretall Sullivan & Smith  2000 - 2000
Murray Johnstone   1998 - 1999
Salomon Smith Barney  1996 - 1998

Skills
Mutual Funds, Hedge Funds, Asset Management, Product Management, Institutional, Marketing Strategy, Product Marketing, Investments, Fixed Income, Wealth Management, Alternative Investments, Investment Management, ETFs, Asset Allocation, Strategy, Investment Strategies, Separately Managed..., Series 7, Equities

Education
Northeastern University   1991 — 1995
BS, Finance, Management

Joanne Dodd Joanne Dodd Greater Chicago Area Details
Joanne Dodd's UBS Global Asset Management Experience January 2003 - August 2009
Job Senior Vice President / Relationship Manager at Capital Group
Industry Investment Management
Experience
Capital Group  March 2014 - Present
Northern Trust  August 2009 - March 2014
UBS Global Asset Management   January 2003 - August 2009
State Street Research  January 1998 - December 2002
Ennis Knupp & Associates  1984 - 1993

Education
Loyola University of Chicago   1985 — 1988
MBA

Elmhurst College   1980 — 1984
BS, Finance/Economics

Ryan Raymond Ryan Raymond Greater Chicago Area Details
Ryan Raymond's UBS Global Asset Management Experience March 2011 - Present
Job Fixed Income Portfolio Manager Investment Grade Credit at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   March 2011 - Present
UBS Global Asset Management   June 2004 - March 2011
UBS Global Asset Management   May 2003 - June 2004
PPM America  June 2002 - August 2002

Skills
Fixed Income, Equities, Asset Management, Asset Managment, Bloomberg, Hedge Funds, Derivatives

Education
Loyola University of Chicago   1999 — 2003
Bachelor of Business Administration (BBA) (Hons), Finance, Operations Management

Tom Coakley Tom Coakley Greater New York City Area Details
Tom Coakley's UBS Global Asset Management Experience May 1998 - November 2002
Job Sr. Manager, Sponsorship Sales
Industry Financial Services
Experience
TD Ameritrade  September 2005 - Present
TD Waterhouse  November 2004 - September 2005
Fidelity / National Financial   November 2002 - November 2004
UBS / Correspondent Services Corporation   November 2002 - July 2003
UBS Global Asset Management   May 1998 - November 2002
Mitchell Hutchins Asset Management  1998 - 2002
PaineWebber Inc.,   May 1995 - May 1998
Kidder Peabody and Co., Inc   June 1986 - May 1995
Kidder Peabody  1986 - 1990
Kidder Peabody  1986 - 1990

Skills
Mutual Funds, Series 63, Series 7, Wealth Management, Asset Managment, Fixed Income, Alternative Investments, Sponsorship, Portfolio Management, Investments, Hedge Funds, Asset Allocation, Series 24, Marketing Strategy, Securities, Equities, Sales Management, Asset Management, Investment Strategies, ETFs, Investment Advisory, FINRA, Strategic Partnerships, Risk Management, Financial Services, Relationship Management, Retirement Planning, Investment Management, Trading, 401k, Bonds, Financial Advisory, Options

Education
Lynchburg College   1982 — 1986
BS, Managerial Economics

Christopher Puzzio Christopher Puzzio Greater New York City Area Details
Christopher Puzzio's UBS Global Asset Management Experience September 2012 - September 2014
Job Market Risk Analyst
Industry Investment Management
Experience
UBS Global Asset Management   September 2012 - September 2014
UBS  May 2010 - September 2012
SMBC-CM  March 2008 - May 2010
Permal Asset Management  March 2007 - September 2007
Sikorsky Aircraft  June 2003 - July 2006

Skills
Derivatives Valuation, Risk Management, Financial Engineering, Model Calibration, Vanilla & Exotic..., Financial Modeling, Derivatives, Hedge Funds

Education
New York University   2006 — 2007
M.S., Mathematics in Finance, 3.8

Rensselaer Polytechnic Institute at Hartford   2003 — 2005
M.S., Mechanical Engineering, 4.0

University of Michigan   1999 — 2003
B.S., Mechanical Engineering, 3.97

Aaron Balsam Aaron Balsam Greater Chicago Area Details
Aaron Balsam's UBS Global Asset Management Experience March 2003 - July 2011
Job Global Macro Strategies at William Blair and Company
Industry Financial Services
Experience
William Blair and Company  July 2011 - Present
UBS Global Asset Management   March 2003 - July 2011

Education
North Park University   1995 — 1998
B.S., Finance & Economics

The University of Chicago Booth School of Business

Kris Dorr Kris Dorr Greater New York City Area Details
Kris Dorr's UBS Global Asset Management Experience April 1983 - May 2011
Job Portfolio ManagerActively Managed Ultra Short Bond Fund ETF
Industry Financial Services
Experience
Guggenheim Partners  May 2011 - Present
UBS Global Asset Management   April 1983 - May 2011
Mitchell Hutchins   1995 - 2001

Education
Montclair State University   1992 — 1995

Gillian Henry Gillian Henry Greater New York City Area Details
Gillian Henry's UBS Global Asset Management Experience May 2007 - August 2007
Job Lead Tax Operations Specialist II at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman  January 2013 - Present
Brown Brothers Harriman  August 2008 - December 2012
UBS Global Asset Management   May 2007 - August 2007
Merrill Lynch  January 2007 - April 2007

Skills
Equities, Mutual Funds, Portfolio Management, Investments, Securities, Bloomberg Terminal, Trading, Fixed Income, Asset Allocation, Investment Strategies, Alternative Investments, Account Reconciliation, Series 7, Finance, Accounting, Derivatives, Bloomberg, Management, Bonds, Hedge Funds, Analysis, Credit

Education
Manhattan College   2004 — 2008

Raja Sambamurty Raja Sambamurty Greater New York City Area Details
Raja Sambamurty's UBS Global Asset Management Experience 1997 - 1998
Job IT Transformation leader in Infrastructure & Application Management
Industry Financial Services
Experience
J.P. Morgan Asset Management   August 2013 - September 2014
J.P. Morgan Chase Investment Bank   March 2008 - August 2013
Bear Stearns  November 2004 - March 2008
HSBC  January 2001 - November 2004
Republic National Bank  1999 - 2000
Chase Private Bank   October 1998 - 1999
UBS Global Asset Management   1997 - 1998
Mellon Capital  February 1997 - May 1997
NWM   April 1994 - February 1997
DEC  January 1988 - June 1994

Skills
Swaps, Calypso, Financial Services, Equities, Market Data, Rates, Hedge Funds, Trading, Electronic Trading, Equity Derivatives, Credit Derivatives, Middle Office, Derivatives, FX Options, Trading Systems, Management, SDLC, Sybase, Business Analysis, Fixed Income, Investment Banking, Interest Rate..., Capital Markets, SQL, Unix, Trading System, Alternative Investments, Collateral Management, Options, Financial Markets, Interest Rates, IT Strategy, IT Management, Leadership Development, Cross-functional Team...

Education
New York University   1983 — 1985
Master of Science (M.S.), Computer Science

Brian Singer Brian Singer Greater Chicago Area Details
Brian Singer's UBS Global Asset Management Experience 2000 - 2007
Job Board Member at The Webb School
Industry Financial Services
Experience
William Blair and Company  July 2011 - Present
The Heartland Institute  March 2014 - Present
Free to Choose Network  2000 - Present
The Webb School  June 2014 - Present
CFA Institute  1990 - Present
Singer Partners, LLC   2009 - 2010
UBS Global Asset Management   2000 - 2007

Skills
Asset Management, Portfolio Management, Asset Allocation, Mutual Funds, Investment Advisory, Asset Managment, Derivatives, Private Equity, Equity Research, Bloomberg, Capital Markets, Valuation, Leadership, Financial Analysis, Corporate Finance, Series 7, Morningstar, Financial Modeling, Bonds, Emerging Markets

Education
University of Chicago   1984 — 1986
MBA, International Finance

Northwestern University   1978 — 1982
BA, Economics

Michael Calhoun Michael Calhoun Greater Chicago Area Details
Michael Calhoun's UBS Global Asset Management Experience January 2004 - Present
Job Associate General Counsel at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   January 2004 - Present
Seyfarth Shaw LLP  August 2000 - December 2003
D'Ancona & Pflaum   1999 - 2003

Skills
Asset Management, Collective Investment..., Compliance, Corporate Governance, Corporate Law, ERISA, Hedge Funds, Investment Advisers Act, Mutual Funds, Securities Law, Securities, Risk Management, Trust Company, Investments, Asset Managment, Securities Regulation, Alternative Investments, Capital Markets, Due Diligence, FINRA, Fund Of Funds, Investment Management, Private Equity

Education
Loyola University Chicago School of Law   1997 — 2000
JD

University of Iowa   1986 — 1990
BA, Philosophy & Comparative Literature

Guillermo Wong Guillermo Wong Greater Chicago Area Details
Guillermo Wong's UBS Global Asset Management Experience May 2008 - May 2009
Job Consultant at Harmer Associates
Industry Investment Management
Experience
Harmer Associates  August 2010 - Present
UBS Global Asset Management   May 2008 - May 2009
UBS Global Asset Management   May 2003 - May 2008
BankOne  May 2001 - May 2003
TD Waterhouse  1999 - 2001

Skills
Portfolio Management, Business Intelligence, Asset Allocation, Asset Management, Mutual Funds, Trading, Strategy, Finance, Valuation

Education
Northern Illinois University
BA, Economics

Julian Sluyters Julian Sluyters New York, New York Details
Julian Sluyters's UBS Global Asset Management Experience September 2001 - September 2003
Job Chief Operating Officer US at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors  October 2012 - Present
Old Mutual Capital  September 2006 - June 2012
Deutsche Asset Management  May 2004 - December 2005
UBS Global Asset Management   September 2001 - September 2003
UBS Global Asset Management   December 1991 - September 2001
Ernst & Young  September 1984 - December 1991
McGladrey & Pullen  July 1982 - September 1984

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

Education
Lehigh University   1978 — 1982
BS, Accounting, Finance

Burns Dan Burns Dan Columbus, Ohio Area Details
Burns Dan's UBS Global Asset Management Experience September 2008 - Present
Job Registered CSA
Industry Financial Services
Experience
UBS Global Asset Management   September 2008 - Present
Merrill Lynch Investment Managers  June 1998 - October 2002

Education
Miami University   1994 — 1998
BA, Finance

Patricia Cascone Patricia Cascone Greater Chicago Area Details
Patricia Cascone's UBS Global Asset Management Experience April 1997 - Present
Job Compliance Officer at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   April 1997 - Present
UBS Global Asset Management   April 1997 - Present

Education
Lake Forest Graduate School of Management   2003 — 2003

Boro Malinovic Boro Malinovic Greater Chicago Area Details
Boro Malinovic's UBS Global Asset Management Experience January 2011 - Present
Job Senior Risk Analyst/Capabilities Manager at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   January 2011 - Present
Quantitative Risk Management  September 2003 - January 2011
Fauske & Associates, LLC   September 1991 - September 2003
Fauske & Associates, LLC   September 1987 - September 1991

Skills
Derivatives, ALM, Risk Management, Fixed Income, Market Risk, Quantitative Finance, Financial Modeling, Financial Risk, Valuation

Education
Massachusetts Institute of Technology
Master of Science, Nuclear Engineering

University of Chicago
Master of Science, Financial Mathematics

University of Wisconsin-Madison
Bachelor of Science, Mechanical Engineering

Jean-Patrick Lariviere Jean-Patrick Lariviere Montreal, Canada Area Details
Jean-Patrick Lariviere's UBS Global Asset Management Experience January 2003 - June 2006
Job Managing Partner, FTMSynergis Capital
Industry Investment Banking
Experience
FTM-Synergis Capital   January 2010 - Present
IFS Securite   January 2009 - Present
AJP Financial   January 2006 - December 2009
Landsbanki  2007 - 2008
UBS Global Asset Management   January 2003 - June 2006
RBC Royal Bank  2001 - 2003

Skills
Private Equity, Corporate Finance, Mergers, Restructuring, Due Diligence, Investment Banking, Financial Analysis, Valuation, Investments, Financial Modeling, Capital Markets, Business Valuation, Financial Structuring, M, Mergers, Venture Capital, Business Strategy, Corporate Development, IPO, Mergers & Acquisitions, Equities, Asset Management, Hedge Funds, Management, Start-ups, Risk Management, Strategic Planning, Finance, Financial Services

Education
Mount Allison University   1998 — 2001

Debra Markovich Debra Markovich Greater Chicago Area Details
Debra Markovich's UBS Global Asset Management Experience July 2011 - November 2013
Job Vice President at Whitnell
Industry Financial Services
Experience
Whitnell   August 2014 - Present
Michael J. Liccar & Co. CPA   December 2013 - July 2014
UBS Global Asset Management   July 2011 - November 2013
Deloitte Tax, LLP  May 2003 - July 2011
Zurich North America  April 2001 - May 2003
Bradley & Company CPAs   January 2000 - April 2001
Physicians' Management Solutions   June 1996 - January 2000

Skills
Hedge Funds, Tax, Mutual Funds, Tax Compliance, Compliance, Partnership Taxation, Asset Management, Finance, Tax Research, Auditing, Accounting, Corporate Tax, Management, Private Equity, Income Tax, Tax Advisory

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2001 — 2005
MST, Taxation

Northwestern University   1997 — 2001
30-hour Certificate, Accounting

Purdue University - Krannert School of Management   1979 — 1982
MBA, Finance

DePaul University
BA, Liberal Arts

Ginger Glovna, CPA, LEED Green Associate Ginger Glovna, CPA, LEED Green Associate Hartford, Connecticut Area Details
Ginger Glovna, CPA, LEED Green Associate's UBS Global Asset Management Experience June 2007 - Present
Job Associate Director at UBS Realty Investors LLC
Industry Real Estate
Experience
UBS Global Asset Management   June 2007 - Present
INTERTEQ   2005 - 2007
OAKLEAF Waste Management  2001 - 2005
Allied Waste  2000 - 2001
American Frozen Foods  1997 - 2000
US HomeCare  1995 - 1997
Connecticut limousine   1994 - 1995
Nishball, Srebnick, Zaluda, Carp and Niedermeier, CPAs   1991 - 1994
Schwartz and Sax, CPAs   1988 - 1991

Skills
Accounting, Financial Reporting, Team Building, Cash Management, Financial Analysis, Budget, Internal Controls, GAAP, Budgets, Financial Modeling, Risk Management, Forecasting, Due Diligence, Business Analysis, CPA, Asset Management, Financial Accounting, US GAAP

Education
Massachusetts Institute of Technology   2015 — 2015
Professional Education Real Estate class, Real Estate Development

Southern Connecticut State University   1985 — 1989
BS, Business / Accounting

Samantha Lovell Samantha Lovell Dallas, Texas Details
Samantha Lovell's UBS Global Asset Management Experience July 2003 - August 2004
Job Senior Finance Manager at BT
Industry Telecommunications
Experience
BT Global Services  September 2014 - Present
BT  July 2012 - Present
BT  September 2007 - July 2012
BT  September 2006 - September 2007
BT  September 2005 - September 2006
UBS Global Asset Management   July 2003 - August 2004

Education
Loughborough University   2001 — 2005
BSc, Accounting and Financial Management

Dan Blumhardt Dan Blumhardt San Francisco Bay Area Details
Dan Blumhardt's UBS Global Asset Management Experience February 2002 - December 2007
Job Investment Strategist / Portfolio Manager at Blackrock
Industry Investment Management
Experience
BlackRock  February 2008 - Present
UBS Global Asset Management   February 2002 - December 2007
Credit Suisse First Boston  March 2000 - December 2001
Brinson Partners Inc   February 1998 - March 2000
First of America Bank  1995 - 1998

Skills
Portfolio Management, Equities, Investments, Asset Allocation, Emerging Markets, Fixed Income, Mergers & Acquisitions, Securities, Equity Valuation, Investment Banking, Derivatives, Valuation, Investment Strategies, Mutual Funds, Risk Management, Quantitative Research, Quantitative Analytics, Equity Research, Trading Strategies, Global Economy, Hedge Funds, Arbitrage, New Business Development, Relationship Management, Client Presentation, Alternative Investments, Private Equity, Venture Capital

Education
Michigan State University

Beatrice Straight Beatrice Straight Greater Chicago Area Details
Beatrice Straight's UBS Global Asset Management Experience May 2014 - September 2015
Job Client Services
Industry Financial Services
Experience
Ariel Investments  September 2015 - Present
UBS Global Asset Management   May 2014 - September 2015
UBS Global Asset Management   2012 - 2014
UBS Global Asset Management   2001 - 2011
UBS Global Asset Management   2001 - 2011
McKinsey and Company  1998 - 2001

Education
National Louis University   2004 — 2006
MBA, Business

National Louis University
Bachelor of Science (B.S.), Management

Nick Nocerino Nick Nocerino Greater Chicago Area Details
Nick Nocerino's UBS Global Asset Management Experience January 1990 - November 2013
Job Retired Managing Director at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   January 1990 - November 2013

Skills
Asset Allocation, Hedge Funds, Fixed Income, Derivatives, Equities, Asset Management, Capital Markets, Alternative Investments, Bloomberg, Portfolio Management, Trading Systems

Education
The University of Chicago Booth School of Business   1988 — 1993
Master of Business Administration (MBA), Finance

MIT   1983 — 1985
Master of Science, Electrical Engineering

MIT   1979 — 1983
Bachelor of Science, Electrical Engineering and Computer Science

Dave Lettenberger Dave Lettenberger Greater Minneapolis-St. Paul Area Details
Dave Lettenberger's UBS Global Asset Management Experience Portfolio ManagerFAF AdvisorsApril 1999 - September 2005
Job Portfolio Manager at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   Portfolio ManagerFAF AdvisorsApril 1999 - September 2005

Education
Marquette University   1985 — 1989
BS, Finance / Economics

Muhammad Jalaluddin Muhammad Jalaluddin Greater Chicago Area Details
Muhammad Jalaluddin's UBS Global Asset Management Experience January 2011 - May 2013
Job AVP Manager Financial Reporting at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank  May 2013 - Present
UBS Global Asset Management   January 2011 - May 2013
Aon  March 2006 - January 2011

Skills
Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Accounting, Auditing, Account Reconciliation, GAAP, Financial Accounting, General Ledger, US GAAP, Variance Analysis, IFRS, Internal Audit, Insurance, PeopleSoft, Financial Statements, Risk Management, Financial Modeling, Accounts Payable, Financial Risk, Strategic Financial...

Education
Northern Illinois University   2001 — 2005
Accounting

Northern Illinois University
Master of Business Administration (M.B.A.)

St. Patricks High School

Bradley Dawson Bradley Dawson Greater Chicago Area Details
Bradley Dawson's UBS Global Asset Management Experience 2003 - 2008
Job Vice President, Marketing and Product Development at Driehaus Capital Management
Industry Financial Services
Experience
Driehaus Capital Management  August 2012 - Present
Calamos Investments  October 2008 - August 2012
UBS Global Asset Management   2003 - 2008
Driehaus Capital Management  2000 - 2003
Scudder Investments  1999 - 2000

Skills
Alternative Investments, Asset Managment, Equities, Mutual Funds, Investments, Fixed Income, Investment Management, Investment Strategies, Asset Management, Competitive Analysis, Financial Services, Hedge Funds, Securities, Asset Allocation, Portfolio Management, Series 7, Series 63, Marketing, Bloomberg, Wealth Management, Capital Markets, Derivatives, Investment Advisory

Education
Northwestern University - Kellogg School of Management   2005 — 2008
MBA, Finance & Marketing

Pete Aiken Pete Aiken Charlotte, North Carolina Area Details
Pete Aiken's UBS Global Asset Management Experience 2012 - 2015
Job Financial Advisor UBS
Industry Financial Services
Experience
ROCK & THISTLE LLC   April 2011 - Present
UBS Global Asset Management   2012 - 2015
mssb  2010 - 2012
Network 1 Financial  April 2009 - January 2011
prudential  1987 - 2003
PRUDENTIAL SECURITIES INC.  1987 - 2003
Prudential Investments  1987 - 2003

Education
New Jersey Institute of Technology   1983 — 1985
bsia, business

marlboro hs   1977 — 1980

Bryson Tillinghast Bryson Tillinghast Greater Seattle Area Details
Bryson Tillinghast's UBS Global Asset Management Experience June 2006 - August 2006
Job Global Retail Execution Lead WW Windows Phone at Microsoft
Industry Computer Software
Experience
Microsoft  December 2012 - Present
Microsoft  November 2011 - November 2012
Microsoft  July 2009 - October 2011
Microsoft  August 2007 - June 2009
UBS Global Asset Management   June 2006 - August 2006

Skills
Go-to-market Strategy, Product Marketing, Marketing, Partner Management, Multi-channel Marketing, Demand Generation, Strategic Partnerships, Product Management, Strategy, Competitive Analysis, Business Alliances, Enterprise Software, Analytics, SaaS, Sales Enablement

Education
Yale University - Yale School of Management   2005 — 2007
MBA, Marketing & Strategy

Middlebury College   1996 — 1999
BA, Economics & Environmental Studies

Mustafa Baig, CFA Mustafa Baig, CFA Greater Chicago Area Details
Mustafa Baig, CFA's UBS Global Asset Management Experience 2006 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Northern Trust Alternatives   2012 - Present
Calamos Investments  2009 - 2012
UBS Global Asset Management   2006 - 2009
UBS Global Asset Management   2003 - 2006

Skills
Investment Management, Competitive Analysis, Investments, Business Planning, Relationship Management, Analysis, Mutual Funds, Asset Allocation, Morningstar, Project Management, Investment Strategies

Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)

CFA Institute
Chartered Financial Analyst (CFA)

Northern Illinois University
Bachelor's Degree, Finance

Pat Palmieri Pat Palmieri Toronto, Canada Area Details
Pat Palmieri's UBS Global Asset Management Experience July 2002 - 2013
Job GM Fixed Income and Pension Services at Canada Post
Industry Investment Management
Experience
Canada Post  August 2013 - Present
UBS Global Asset Management   July 2002 - 2013
Sceptre Investment   2001 - 2002
Bimcor Inc   1982 - 2001

Skills
Investment Strategies, Fixed Income, Asset Management, Portfolio Management, Foreign Exchange, Liability Driven..., Risk Management

Education
University of Virginia
CFA

McGill University
BSc and MBA

daniel primeau CFA , CAIA daniel primeau CFA , CAIA Montreal, Canada Area Details
daniel primeau CFA , CAIA's UBS Global Asset Management Experience August 1988 - Present
Job Managing Director at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   August 1988 - Present

Skills
Global Macro, Investment Strategies, Asset Allocation, Equities, Portfolio Optimization, Investments, Portfolio Management

Education
McGill University   1981 — 1984
diploma in graduate studies, Finance

McGill University   1978 — 1981
Bachelor of Commerce (B.Com.), Accounting and Finance

Steven Menghi Steven Menghi Greater New York City Area Details
Steven Menghi's UBS Global Asset Management Experience October 2007 - Present
Job Director Valuations at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   October 2007 - Present
The Reserve Funds  2005 - 2007
The Bank of New York  1999 - 2005
Salomon Smith Barney  February 1996 - June 1999

Skills
Fund Administration, Investments, Fixed Income, Valuation, Mutual Funds, Securities, Asset Managment, Asset Management, Bloomberg, Banking, Derivatives, Equities, Fund Of Funds, Portfolio Management, Hedge Funds, Trading

Education
LIU Post   1991 — 1996
BS, Accounting

William Nicholas, MBA William Nicholas, MBA Greater Chicago Area Details
William Nicholas, MBA's UBS Global Asset Management Experience November 2006 - August 2010
Job Collatera/Margin Specialist (OTC Derivatives) at Bank of America
Industry Banking
Experience
Bank of America  May 2013 - Present
Bank of America (Contractor)   November 2012 - Present
SunGard Financial Systems  September 2010 - August 2012
UBS Global Asset Management   November 2006 - August 2010
JPMorgan Chase  July 2004 - November 2006
JPMorgan Chase  July 2002 - July 2004
JPMorgan Chase (Legacy Bank One)   April 2000 - July 2002
JPMorgan Chase (Legacy American National Bank and Trust Co.)   May 1996 - April 2000
JPMorgan Chase (Legacy Deerfield Federal Savings - First Chicago NBD)   August 1994 - May 1996

Skills
Securities, Fixed Income, Microsoft Office, Bloomberg, Banking, Financial Analysis, Trading, Credit, Risk Management, Derivatives, Investment Banking, Bloomberg Terminal, Asset Management, General Ledger, Financial Reporting, Account Reconciliation, Mutual Funds

Education
Roosevelt University   2002 — 2009
MBA

Loyola University Chicago   1989 — 1991
Bachelors

Matt Balda Matt Balda Baltimore, Maryland Area Details
Matt Balda's UBS Global Asset Management Experience August 2011 - April 2015
Job Head of Fixed Income IT Front Office at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price  April 2015 - Present
UBS Global Asset Management   August 2011 - April 2015
Invesco Ltd.  June 2010 - August 2011
Morgan Stanley  2001 - 2010
Computer Sciences Corporation  1997 - 2000

Skills
Fixed Income, Program Management, Asset Management, Trading Systems, Trading, Portfolio Management, Foreign Exchange, Capital Markets, Analytics, Investment Management, Management, Derivatives, Investments, Mutual Funds, Project Management, IT Strategy, Business Analysis, Hedge Funds

Education
Northwestern University   2009 — 2014
MS, Computer Information Systems

University of Illinois at Urbana-Champaign   1990 — 1993
BS, Civil Engineering

Jeremy Sohn Jeremy Sohn Greater Chicago Area Details
Jeremy Sohn's UBS Global Asset Management Experience Business AnalystCheckFree Investment ServicesJune 2003 - June 2005
Job Data Analyst at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   Business AnalystCheckFree Investment ServicesJune 2003 - June 2005
CheckFree Investment Services  1998 - 2005

Skills
Fixed Income, Asset Management, Equities, Securities, Derivatives, Bloomberg, Hedge Funds, Mutual Funds, Portfolio Management, Business Analysis, Financial Modeling

Education
CFA Institute   2010 — 2011
CFA Candidate

Northern Illinois University   1994 — 1998
BA, Political Science

Diana Auyeung Diana Auyeung New York, New York Details
Diana Auyeung's UBS Global Asset Management Experience September 2010 - May 2012
Job Senior Accountant
Industry Financial Services
Experience
Lincoln International  May 2012 - Present
UBS Global Asset Management   September 2010 - May 2012
Deloitte & Touche  September 2008 - September 2010

Education
Lehigh University

Manuela Giorgini Manuela Giorgini New York, New York Details
Manuela Giorgini's UBS Global Asset Management Experience May 2010 - November 2010
Job Account Manager at Digital Media Research
Industry Financial Services
Experience
Digital Media Research   September 2014 - Present
Schroders  May 2011 - April 2014
SANTANDER PRIVATE BANKING  December 2010 - May 2011
UBS Global Asset Management   May 2010 - November 2010

Skills
Portfolio Management, Asset Allocation, Investment Advisory, Equities, Mutual Funds, Fixed Income, Asset Management, Hedge Funds, Investment Strategies

Education
New York University   2014 — 2014
Digital Strategies for Marketing

Università Cattolica del Sacro Cuore   2007 — 2009
Master of Science, Economics of Financial Markets and Instruments, 110/110

European Business School (EBS) - London   2009 — 2009
International Thesis Program

London School of Economics and Political Science, U. of London   2009 — 2009
Summer School, Financial Markets, A

Università di Bologna   2004 — 2007
Bachelor of Science, Economics and Finance

William Gómez-Möller William Gómez-Möller Greater New York City Area Details
William Gómez-Möller's UBS Global Asset Management Experience June 2011 - August 2011
Job Analyst
Industry Financial Services
Experience
UBS Wealth Management  August 2014 - Present
PEAK6 Advisors LLC   July 2012 - July 2014
UBS Global Asset Management   June 2011 - August 2011
Robeco  June 2010 - August 2010

Skills
Spanish-speaking, Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, Financial Modeling, Social Media, Microsoft Office, Economics, Financial Analysis, Facebook, Data Analysis, Equities, Research, Social Media Marketing, Bloomberg Terminal, Investments, Marketing

Education
Northwestern University   2008 — 2012
Psychology

Belen Jesuit Preparatory School   2001 — 2008

Daniel Hynes Daniel Hynes Greater Chicago Area Details
Daniel Hynes's UBS Global Asset Management Experience September 2015 - Present
Job UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   September 2015 - Present
Ariel Investments, LLC  January 2012 - Present
Foster & Foster Actuaries and Consultants   January 2011 - January 2012
State of Illinois  January 1999 - January 2011

Skills
Government, Budget, Financial Reporting

Education
Loyola University Chicago School of Law   1990 — 1993
Doctor of Law (J.D.)

University of Notre Dame   1986 — 1990
Bachelor of Arts (B.A.), Economics

St Ignatius College Prep   1982 — 1986

Brian Delman Brian Delman Greater New York City Area Details
Brian Delman's UBS Global Asset Management Experience February 2001 - July 2003
Job Chief Compliance Officer at Gerstein Fisher
Industry Financial Services
Experience
Gerstein Fisher  February 2015 - Present
Gresham Investment Management   July 2012 - March 2014
AIG Royal Alliance Associates   August 2007 - June 2012
Bank of America  May 2005 - August 2007
Citigroup Global Markets  October 2004 - May 2005
U.S. Trust Company   July 2003 - October 2004
UBS Global Asset Management   February 2001 - July 2003

Skills
Regulatory Compliance, Compliance Management

Education
Marquette University   1996 — 2000
B.S., Finance

Marquette University
Bachelor of Science, Finance

Mercaz HaTorah

tom mcgarrity tom mcgarrity Warrenville, Illinois Details
tom mcgarrity's UBS Global Asset Management Experience April 1985 - October 2001
Job Teacher, Author, Life and Death Coach
Industry Higher Education
Experience
Self-Employed  August 2002 - Present
Waubonsee Community College  August 2005 - January 2010
Organic School Project   2004 - 2010
UBS Global Asset Management   April 1985 - October 2001

Skills
Teaching, Public Speaking, Classroom, Research, Coaching, Nonprofits, Leadership, Higher Education, Mathematics Education, Team Building, Curriculum Development, Tutoring, Strategic Planning, Organizational..., Community Outreach, Books, Staff Development, Public Relations, Personal Development, Social Networking, Curriculum Design, Leadership Development, Social Media, Event Management, Creative Writing, Entrepreneurship, Blogging, Editing, Program Development, E-Learning, Instructional Design, Workshop Facilitation, Fundraising, Time Management, Spiritual Teacher, Spiritual Leadership, Writing, Adult Education, Management, Career Counseling

Education
Ubiquity University's Wisdom School of Graduate Studies   2011 — 2014
Doctor of Ministry (DMin), Spirituality

Loyola University of Chicago   2002 — 2005
Master of Arts (MA), Secondary Education and Teaching, all A's ... I loved school the second time around!

University of Illinois at Urbana-Champaign   1973 — 1977
Bachelor of Science (BS), Finance

lyons township high school   1970 — 1973
fitting into a five thousand student body

campion jesuit high school   1969 — 1970
Being away from home at such an early age was a fantastic growth experience!!

George Elarga George Elarga Toronto, Canada Area Details
George Elarga's UBS Global Asset Management Experience December 2014 - Present
Job Account Manager at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   December 2014 - Present
UBS Global Asset Management   December 2014 - Present
Citco Fund Services  November 2011 - November 2014

Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Economics, Microsoft Office, Accounting, Due Diligence, Valuation, Trading, Portfolio Management, Equities, Auditing, Bloomberg, Derivatives, Finance, Financial Reporting, Investments, Account Reconciliation

Education
CFA Institute
CFA

McGill University   2007 — 2010
Bachelor of Arts, Economics and Finance

Janna Hahn Janna Hahn Greater Los Angeles Area Details
Janna Hahn's UBS Global Asset Management Experience August 2010 - July 2011
Job Fixed Income Specialist at Capital Group
Industry Financial Services
Experience
Capital Group  May 2015 - Present
Hyundai Capital America  June 2014 - May 2015
UBS  July 2011 - June 2014
UBS Global Asset Management   August 2010 - July 2011
Northern Trust  July 2009 - August 2010
UBS Global Asset Management   June 2008 - August 2008

Skills
Portfolio Management, Bloomberg, Equities, Fixed Income, Hedge Funds

Education
University of Southern California - Marshall School of Business   2014 — 2017
Master of Business Administration (M.B.A.)

Marquette University
BS, Finance and Marketing

Norah Shi Norah Shi Greater Chicago Area Details
Norah Shi's UBS Global Asset Management Experience June 2013 - August 2013
Job Associate at PwC
Industry Financial Services
Experience
PwC Advisory  August 2014 - Present
Northwestern University Information Technology  September 2011 - June 2014
UBS Global Asset Management   June 2013 - August 2013
Kellogg School of Management  June 2012 - September 2012
campusCATALYST  March 2012 - June 2012

Skills
Matlab, Stata, PowerPoint, Microsoft Excel, Data Analysis, Statistics, R, MongoDB, Neo4j, Python, GraphLab, Natural Language..., NoSQL, Graph Databases, Machine Learning, Management Consulting, Gephi, Data Visualization, Apache Spark, JavaScript, HTML, Flask, Sentiment Analysis

Education
Northwestern University   2010 — 2014
Bachelor's Degree, Math, International Studies, Kellogg Undergraduate Certificate--Financial Economics, Magna Cum Laude

April Feng April Feng New York, New York Details
April Feng's UBS Global Asset Management Experience July 2008 - May 2009
Job Structured Products Group at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities  May 2014 - Present
Crescent Capital Group  May 2013 - May 2014
Ernst & Young  April 2010 - April 2013
UBS Global Asset Management   July 2008 - May 2009

Education
New York University   2006 — 2010
BA

Cindy Lewis Cindy Lewis Toronto, Canada Area Details
Cindy Lewis's UBS Global Asset Management Experience August 2000 - November 2011
Job Beutel Goodman, Vice President, Equity Trading
Industry Financial Services
Experience
Beutel Goodman   December 2013 - Present
UBS  August 2000 - November 2011
UBS Global Asset Management   August 2000 - November 2011
Goodman and Company  1995 - 2000

Skills
Securities, Investments, Wealth Management, Equity Research, Electronic Trading, Trading, Equity Trading, Bloomberg, Financial Markets, Equities, Capital Markets, Trading Systems, Mutual Funds

Education
Niagara College   1980 — 1981
Business Diploma

Centennial Secondary High School   1973 — 1978

Telisa Felder Telisa Felder Greater Chicago Area Details
Telisa Felder's UBS Global Asset Management Experience October 2007 - Present
Job
Industry Financial Services
Experience
UBS Global Asset Management   October 2007 - Present
ABN AMRO Bank N.V.   March 1991 - January 2007

Skills
Banking, Equities, Investments, Fixed Income, Risk Management, Asset Management, Financial Markets, PowerPoint, Public Speaking, Microsoft Office, Research, Microsoft Word, Investment Banking

Education
Loyola University Chicago   1984 — 1988
Political Science and Government

Robert Siuty Robert Siuty Greater Chicago Area Details
Robert Siuty's UBS Global Asset Management Experience December 2005 - February 2008
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  February 2008 - Present
UBS Global Asset Management   December 2005 - February 2008

Skills
Securities, Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Retirement Planning, Wealth Management, Uniform Combined State..., Equities, Investment Strategies, Alternative Investments, Investment Advisory

Education
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Finance

Pawel Birmach Pawel Birmach Greater New York City Area Details
Pawel Birmach's UBS Global Asset Management Experience February 2007 - Present
Job Director at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   February 2007 - Present
UBS Global Asset Management   May 2004 - January 2007
The Boston Consulting Group  December 2000 - April 2004
The Boston Consulting Group  March 1999 - December 2000

Skills
Investments, Portfolio Management, Asset Management, Hedge Funds, Due Diligence

Education
New York University   1992 — 1996
Master's degree, Financial Forensics and Fraud Investigation

roger stern roger stern Brooklyn, New York Details
roger stern's UBS Global Asset Management Experience June 1993 - March 2005
Job NYC
Industry Investment Management
Experience
UBS Global Asset Management   June 1993 - March 2005
UBS Global Asset Management   June 1993 - March 2005

Skills
Asset Management, Investments, Portfolio Management, Equities, Valuation, Fixed Income, Financial Modeling, Hedge Funds, Capital Markets, Alternative Investments, Mutual Funds, Trading, Asset Allocation, Finance, Settlement, Derivatives, Bloomberg, Management, Financial Services, Customer Service, Banking, Investment Banking, Commercial Real Estate, Real Estate Transactions

Education
New England College   2015 — 2017
Business Administration, Management and Operations

New England College of Business

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