UBS Global Asset Management

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UBS Global Asset Management Employees

Employee
Years
Job
Industry
Bishrel Mashbat Bishrel Mashbat Chicago, Illinois Details
Bishrel Mashbat's UBS Global Asset Management Experience June 2011 - August 2011
Job Film Director/Screenwriter at Mashbat Brothers Films
Industry Motion Pictures and Film
Experience
Mashbat Brothers Films   2011 - Present
UBS Global Asset Management   June 2011 - August 2011
Freelance  2009 - 2011
Sarpino's   June 2009 - December 2009
Mongoljin Studio   2002 - 2005

Skills
Social Media, Screenwriting, Directing, Cinematography, Film Production, Editing, Sound Mixing, Storytelling, Commercials

Education
University of Illinois at Chicago   2010 — 2012
Bachelor of Science candidate, Management

Oakton Community College   2008 — 2010
Associate of Arts, Business Administration

Jonathan Petrovich, MBA Jonathan Petrovich, MBA Greater Los Angeles Area Details
Jonathan Petrovich, MBA's UBS Global Asset Management Experience April 2008 - October 2009
Job Sales, Business Development and Marketing Professional
Industry Consumer Goods
Experience
CallFire  June 2014 - Present
3M  June 2012 - January 2014
AEG  May 2010 - December 2010
UBS Global Asset Management   April 2008 - October 2009
MGM Studios  June 2001 - June 2005
Touchstone Television  October 1998 - June 2001

Skills
Marketing Strategy, Strategic Planning, Competitive Analysis, Social Media Marketing, Product Marketing, Product Management, Strategic Partnerships, Marketing, Sales, Business Development, Salesforce.com, Sales Operations, B2B, Sales Process, CRM

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2005 — 2007
MBA, Marketing

The University of Georgia
B.A., English

Stephanie Vale Stephanie Vale Altadena, California Details
Stephanie Vale's UBS Global Asset Management Experience October 1994 - April 2004
Job Founder & Managing Partner at Vale Venture Capital
Industry Venture Capital & Private Equity
Experience
Vale Venture Capital   May 2004 - Present
UBS Global Asset Management   October 1994 - April 2004
Morgan Stanley  March 1986 - September 1994
Morgan Stanley  June 1984 - March 1986
Morgan Stanley  May 1982 - June 1984

Skills
Venture Financing, Start-up Consulting, Market Research, Investment Banking, Strategic Planning, Strategic Financial..., Risk Management, Lines Of Credit, Cash Flow Forecasting, Financial Reporting, Capital Budgeting, Organizational..., Competitive Analysis, Capital Markets, Options

Education
University of Pennsylvania - The Wharton School   1982 — 1984
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law

Sarah Lawrence College   1979 — 1982
Bachelor of Arts (B.A.), Foreign Languages and Literatures, General

Kristina Bliakharsky Kristina Bliakharsky Toronto, Canada Area Details
Kristina Bliakharsky's UBS Global Asset Management Experience September 2013 - October 2014
Job Senior Manager Regulatory Compliance at HSBC
Industry Investment Management
Experience
HSBC  April 2015 - Present
UBS Global Asset Management   September 2013 - October 2014
UBS Global Asset Management   July 2013 - September 2013

Skills
Financial Modeling, Research, Entrepreneurship, Marketing, Corporate Law, Legal Writing, Capital Markets, Mergers, Legal Research, Mergers & Acquisitions, Real Estate, Business Strategy, Financial Analysis, Project Planning, Business Planning, Global Asset Management, New Business Development, Securities Regulation, Finance, Due Diligence, Corporate Finance

Education
York University - Schulich School of Business   2010 — 2013
Master of Business Administration (MBA)

York University - Osgoode Hall Law School   2009 — 2013
JD

Ryerson University   2004 — 2008
B.Comm, Business Management (Finance)

Jason Perlioni Jason Perlioni Greater Chicago Area Details
Jason Perlioni's UBS Global Asset Management Experience September 2004 - March 2007
Job Chief Investment Officer
Industry Investment Management
Experience
Pritzker Group  March 2007 - Present
UBS Global Asset Management   September 2004 - March 2007
Northwestern University  April 2001 - September 2004
Arthur D. Little  June 1997 - June 1999
Price Waterhouse Management Consultants  August 1994 - June 1997

Skills
Investments, Hedge Funds, Asset Allocation, Asset Management, Valuation, Alternative Investments, Portfolio Management, Venture Capital, Financial Modeling, Equities, Fund Of Funds, Capital Markets, Investment Banking, Value Investing, Asset Managment, Due Diligence, Fixed Income, Private Equity, Strategy, Finance, Financial Analysis, Nerd

Education
The University of Chicago - Booth School of Business   1999 — 2001
MBA

Rice University   1990 — 1995
B.S.

Lauren Zappas Lauren Zappas Newport Beach, California Details
Lauren Zappas's UBS Global Asset Management Experience May 2013 - September 2013
Job Client Associate at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan   2015 - Present
PMK•BNC  January 2015 - April 2015
E! Networks  September 2014 - January 2015
Fox Broadcasting Company  January 2014 - May 2014
UBS Global Asset Management   May 2013 - September 2013
Hitachi Consulting  May 2011 - August 2011

Skills
Leadership, Market Research, Time Management, Business Networking, Creative Strategy, Communication, Photoshop, Customer Service, Highly self-motivated, Organizational..., Diligent, Social Networking, Customer Analysis, Online Research, Ethics, Adaptability, Solution-oriented, Problem Solving, Organization, Determination, Superior Computer Skills, Analytical Support, PowerPoint, Microsoft Office, Advertising, Facebook, Social Media, Marketing, Event Planning, Social Media Marketing

Education
Pepperdine University   2011 — 2015
Bachelor's degree, Major Advertising with an emphasis in Marketing

Richard Wakefield Richard Wakefield Austria area Details
Richard Wakefield's UBS Global Asset Management Experience August 2000 - February 2002
Job Consultant at Various Startups
Industry Management Consulting
Experience
Various Start-ups  August 2015 - Present
RSB Research Service Bureau GmbH   September 2013 - July 2015
Various  January 2013 - September 2013
Labelium  September 2012 - December 2012
CWI Gruppe   May 2011 - September 2012
UBS Corporate Center   October 2009 - April 2011
UBS Wealth Management  October 2007 - September 2009
HM Forces - British Army   January 2004 - September 2007
Schroders  February 2002 - December 2003
UBS Global Asset Management   August 2000 - February 2002

Skills
Military, Security, Change Management, Teamwork, Team Leadership, Problem Solving, Management Consulting, Business Intelligence, Due Diligence, Competitive Intelligence, Financial Crimes..., Intellectual Property, Management Due Diligence, Security Consulting, Crisis Management, Management, Project Management, Risk Management, Business Development

Education
Sheffield Hallam University   1997 — 2000
BSc Mathematics (Hons), Applied and Theoretical

Barnard Castle School   1985 — 1997
Various A-Levels, and GCSE's

Holly Hollub-Verdeyen Holly Hollub-Verdeyen Greater Chicago Area Details
Holly Hollub-Verdeyen's UBS Global Asset Management Experience February 2003 - April 2013
Job Director of Defined Contribution Investments at Russell Investments
Industry Investment Management
Experience
Russell Investments  May 2013 - Present
UBS Global Asset Management   February 2003 - April 2013
BlackRock  April 1999 - September 2002

Skills
Asset Managment, Investment Management, Financial Services, Institutional, Financial Advisory, CRM

Education
Northwestern University - Kellogg School of Management   2007 — 2009
MBA - May 2009, Executive MBA Program

St. Norbert College   1993 — 1997
Bachelor of Business Administration (BBA), Finance, General

Notre Dame Academy   1990 — 1993
High School

Zhouji Jim Duan Zhouji Jim Duan Pittsburgh, Pennsylvania Details
Zhouji Jim Duan's UBS Global Asset Management Experience August 2015 - August 2015
Job Temporary Worker at UBS Global Asset Management
Industry Accounting
Experience
University of Pittsburgh  August 2014 - Present
UBS Global Asset Management   August 2015 - August 2015
UBS Global Asset Management   June 2015 - August 2015
Ritsumeikan University  May 2014 - June 2014
University of Pittsburgh at Bradford  May 2013 - April 2014
University of Pittsburgh-Bradford  January 2013 - April 2014
University of Pittsburgh at Bradford  September 2013 - December 2013

Skills
Public Speaking, Teamwork, Accounting, Microsoft Office, Research, Project Team Management, PowerPoint, Microsoft Word, Microsoft Excel, Event Planning, Data Analysis, Time Management, Chinese, Personal Statements, Interviews, Business Analysis, Financial Analysis, Team Leadership, Leadership, Japanese, Japanese Culture, Quantitative Analytics, Social Media

Education
University of Pittsburgh   2013 — 2016
Bachelor of Science in Business Administration, Accounting, Overall GPA 4.0/4.0

Ritsumeikan University   2014 — 2014
Certificate of Ritsumeikan Summer Japanese Program, Japanese Studies

University of Pittsburgh-Bradford   2013 — 2014
Accounting, Overall GPA 4.0/4.0

Andrea Zanzola Andrea Zanzola Greater Chicago Area Details
Andrea Zanzola's UBS Global Asset Management Experience January 1997 - May 2000
Job VP, Senior Relationship Manager at BMO Harris Bank
Industry Financial Services
Experience
BMO Harris Bank  December 2014 - Present
Discover Financial Services  January 2012 - November 2014
Discover Financial Services  January 2009 - December 2011
Discover Financial Services  October 2006 - December 2008
Discover Financial Services  October 2004 - September 2006
Discover Financial Services  June 2003 - September 2004
Discover Financial Services  October 2000 - May 2003
UBS Global Asset Management   January 1997 - May 2000
UBS Global Asset Management   October 1992 - December 1996

Skills
Financial Analysis, Financial Modeling, Corporate Finance, Financial Services, Valuation, Credit, Fixed Income, Finance, Strategic Financial..., Analytics, Strategy, Forecasting, Mergers, Analysis, Business Analysis, Credit Cards

Education
Northwestern University - Kellogg School of Management   1994 — 1997
MBA, Finance, Marketing, Organizational Behavior

University of Illinois at Urbana-Champaign - College of Business   1988 — 1992
BS, Finance

Clayton Press Clayton Press Chicago, Illinois Details
Clayton Press's UBS Global Asset Management Experience 1993 - 2002
Job java, c++, unix
Industry Capital Markets
Experience
Chicago Mercantile Exchange  2014 - Present
BMO Capital Markets  2009 - 2012
ABN AMRO Capital Markets   2002 - 2006
UBS Global Asset Management   1993 - 2002
ABN AMRO Capital Markets   1988 - 1992
Chicago Mercantile Exchange  1981 - 1988

Skills
java, Unix, C++, python, c#, Derivatives, Fixed Income, Electronic Trading, Equities, Capital Markets, Bloomberg, Interest Rate..., Trading Systems

Education
University of Illinois at Chicago
BS,MS, Electrical Engineering Computer Science

Reed College
BA, Math-Physics

The University of Chicago
MBA, Finance

Stephanie Sirois Stephanie Sirois Greater New York City Area Details
Stephanie Sirois's UBS Global Asset Management Experience May 2011 - Present
Job Operational Due Diligence at UBS Hedge Fund Solutions
Industry Financial Services
Experience
UBS Global Asset Management   May 2011 - Present
JH Whitney Investment Management  June 2007 - May 2011
Citigroup Corporate and Investment Banking  September 2006 - June 2007
AllianceBernstein Investments  June 2005 - August 2006

Skills
Hedge Funds, Finance, Equities, Valuation, Financial Reporting, Investments, Account Reconciliation, Banking, Internal Controls, Fund Of Funds, Alternative Investments, Asset Management, Commodity, Accounting, Derivatives

Education
Boston University Graduate School of Management   2011 — 2014
M.S., Banking & Finance

Saint Michael's College   2001 — 2005
Bachelor of Arts, Economics

Daniel Roomberg Daniel Roomberg Greater Philadelphia Area Details
Daniel Roomberg's UBS Global Asset Management Experience May 2006 - August 2006
Job Senior Associate at Strouss Hui Roomberg Ellis, P.C. Accounting, Tax, and Business Consulting
Industry Accounting
Experience
Strouss Hui Roomberg Ellis, P.C.   January 2015 - Present
St. Clair CPA'S P.C.   September 2011 - January 2015
Joseph A. Del Forno Inc.   April 2010 - September 2011
RSM McGladrey  October 2007 - October 2009
Simonson Lipschutz & Fogel, PC   October 2007 - November 2008
UBS Global Asset Management   May 2006 - August 2006
Strouss, Hui, Roomberg, Ellis P.C.   May 2005 - August 2005

Education
Penn State University   2003 — 2007
BS, Accounting

Nicholas Pile Nicholas Pile Hartford, Connecticut Area Details
Nicholas Pile's UBS Global Asset Management Experience September 2014 - Present
Job Chief Compliance Officer at UBS Global Asset Management Real Estate
Industry Financial Services
Experience
UBS Global Asset Management   September 2014 - Present
UBS Global Asset Management   March 2014 - Present
UBS Investment Bank  May 2006 - March 2014
Advest, Inc.   2003 - 2006
Advest, Inc.   1999 - 2003
Advest, Inc.   1997 - 1999

Education
Sheffield Hallam University   1989 — 2003
Bachelor of Arts (B.A.), Business Studies

Christopher Skoog Christopher Skoog Greater New York City Area Details
Christopher Skoog's UBS Global Asset Management Experience June 2005 - May 2007
Job Chief Financial Officer at Trident Investment Management LLC
Industry Financial Services
Experience
Trident Investment Management LLC   June 2012 - Present
Sidus Investment Management LLC   August 2008 - June 2012
CRT Capital Group  May 2007 - August 2008
UBS Global Asset Management   June 2005 - May 2007
Ernst & Young  January 2003 - May 2005
United States Marine Corps  March 1994 - March 1998

Skills
Asset Management, Finance, Hedge Funds, Equities, Alternative Investments, Financial Modeling, Fixed Income, Private Equity, Bloomberg, Financial Analysis, Derivatives, Due Diligence, Valuation, Capital Markets, Investments

Education
Pace University - Lubin School of Business   2000 — 2002
BBA, Accounting

Natasha Kassian Natasha Kassian Greater New York City Area Details
Natasha Kassian's UBS Global Asset Management Experience December 2003 - July 2004
Job Global Head of Corporate and Regulatory Compliance, Deputy Chief Compliance Officer at Millennium PartnersI
Industry Law Practice
Experience
Millennium Partners, L.P.   July 2011 - Present
Rothschild Inc.  December 2009 - July 2011
Dwight Asset Management Company LLC   March 2005 - December 2008
Schulte Roth & Zabel LLP  July 2004 - February 2005
UBS Global Asset Management   December 2003 - July 2004
Morgan Stanley Investment Management  May 1999 - December 2003
Paul, Weiss, Rifkind, Wharton & Garrison LLP   January 1998 - May 1999
U.S. Court of Appeals   November 1996 - November 1997
Dreyfus  May 1994 - October 1996
Pan Am/Pan Am Shuttle, SAA, New York Air, Business Express/Pilgrim   July 1982 - May 1994

Skills
Hedge Funds, Asset Management, Compliance, Securities Law, Securities, Alternative Investments, AML, Fixed Income, Private Equity, Corporate Governance, Capital Markets, Due Diligence, FINRA, Investments, Mutual Funds, Investment Management, Investment Advisers Act, Equities, Derivatives, Investment Company Act, Financial Regulation, Dodd-Frank, ISDA, Prime Brokerage, Asset Managment, Corporate Law, Securities Regulation, KYC, Structured Products, Investment Banking, USA PATRIOT Act, Investment Strategies, Operational Risk, Financial Risk, MBS, Risk Management, Series 7, Financial Services, Fund Of Funds, Bonds, OFAC, Investment Advisory, Options, Series 24, ETFs, Financial Markets, Broker-Dealer

Education
St. John's University School of Law   1992 — 1996
Juris Doctor, Law

Queens College   1988 — 1992
B.A., Dual major Economics and Accounting

Joseph Carlomagno Joseph Carlomagno Greater New York City Area Details
Joseph Carlomagno's UBS Global Asset Management Experience February 2010 - December 2010
Job Marketing Director, Financial Services at CenturyLink
Industry Marketing and Advertising
Experience
Carpenter Group  June 2012 - December 2012
Lazard Asset Management  December 2010 - June 2012
UBS Global Asset Management   February 2010 - December 2010
J.P. Morgan   January 1998 - January 2009
Bankers Trust Company  February 1987 - July 1998

Skills
Project Management, Editing, Mutual Funds, Relationship Management, Marketing Communications, Thought Leadership, Digital Marketing, Content Development, Agency Relationship..., Financial Services, Marketing, Asset Management, Marketing Strategy

Education
Pace University - Lubin School of Business
MBA, Marketing

Rutgers Center for Management Development
Mini-MBA™ Digital Marketing

The College of New Jersey
BS, Business Administration and Management, General

Kurt Edwards, CIPM Kurt Edwards, CIPM Hartford, Connecticut Details
Kurt Edwards, CIPM's UBS Global Asset Management Experience June 2012 - Present
Job Research Analyst at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   June 2012 - Present
The Townsend Group  September 2008 - May 2012
Wilson HTM   October 2007 - June 2008
QUT Economics Finance Society   June 2007 - June 2008
Queensland Chamber Of commerce and industry   2006 - 2006

Skills
Investments, Mutual Funds, Due Diligence, Valuation, Portfolio Management, Financial Modeling, Alternative Investments, Financial Markets, Real Estate, Economics, Asset Management, Strategy, Investment Management, Investment Strategies

Education
The University of Connecticut School of Business   2015 — 2017
Master of Business Administration (MBA) Candidate, Concentration in Real Estate

Queensland University of Technology   2006 — 2008
Bachelor, Banking & Finance, International Business

Raman Nijhawan Raman Nijhawan Greater New York City Area Details
Raman Nijhawan's UBS Global Asset Management Experience February 2005 - June 2007
Job Deloitte & Touche LLP
Industry Financial Services
Experience
New York Life & MainStay Investments  January 2015 - Present
Deloitte  June 2012 - January 2015
Brown Brothers Harriman  June 2007 - May 2012
UBS Global Asset Management   February 2005 - June 2007
State Street Bank  August 2003 - February 2005

Skills
Bloomberg, Hedge Funds, Equities, Fund Accounting, Asset Managment, Financial Modeling, Investments, Cash Management, Portfolio Management, Private Equity, Financial Analysis, Mutual Funds, Financial Reporting, Fixed Income, Alternative Investments, Management Consulting, Change Management, Organizational Design, Asset Management, Valuation, Financial Services

Education
Rutgers, The State University of New Jersey-New Brunswick
B.A., Economics

Rutgers, The State University of New Jersey-Newark
Masters, Accounting

Vivian Lin Thurston, CFA Vivian Lin Thurston, CFA Chicago, Illinois Details
Vivian Lin Thurston, CFA's UBS Global Asset Management Experience 2003 - 2011
Job International Consumer Analyst at William Blair & Company; President, Chinese Finance Association of America
Industry Investment Management
Experience
William Blair & Company  2015 - Present
Chinese Finance Association of America, NFP   2009 - Present
Calamos Investments  2013 - 2015
Mesirow Advanced Strategies  2012 - 2013
UBS Global Asset Management   2003 - 2011
UBS Global Asset Management   1999 - 2003
China Agribusiness Development Trust & Investment Corp.   1995 - 1996
China Vanke Co. Ltd.   1994 - 1995

Skills
Possess strong..., Strongly self-motivated, Communication Skills, Fluent in Chinese, Chinese, Finance, Emerging Markets, Investments, Equities

Education
University of Illinois at Urbana-Champaign - College of Business
Master of Science, Finance

University of Illinois at Urbana-Champaign
Master of Arts, Sociology

Peking University
Bachelor's degree, Sociology

Kevin McIntyre Kevin McIntyre Greater New York City Area Details
Kevin McIntyre's UBS Global Asset Management Experience January 2006 - Present
Job Municipal Bond Portfolio Manager at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   January 2006 - Present
UBS Global Asset Management   January 2001 - December 2005
UBS Global Asset Management   October 1995 - December 2000

Skills
Fixed Income, Portfolio Management, Mutual Funds, Asset Management, Municipal Bonds, High Net Worth..., Investment Management, Bloomberg, Trading Systems, Trading, Sales, Compliance, Separately Managed...

Education
Siena College   1984 — 1989
Bachelor of Science (B.S.), Siena College, Marketing and Management

Jazmyne Rollins Jazmyne Rollins Chicago, Illinois Details
Jazmyne Rollins's UBS Global Asset Management Experience August 2013 - Present
Job Fellow at UBS Global Asset Management
Industry Marketing and Advertising
Experience
UBS Global Asset Management   August 2013 - Present
Year Up  March 2013 - Present
Gap Inc.  October 2011 - April 2013
US. Cellular  August 2008 - March 2009
Beverly Arts Center  May 2007 - September 2007

Skills
Customer Service, Web Design, Sales, Microsoft Word, Microsoft Excel, Acting

Education
Roosevelt University   2014 — 2016
Bachelor's Degree, Business Administration and Management, General

Year Up   2013 — 2014

Jeffrey Fraulino Jeffrey Fraulino Hartford, Connecticut Details
Jeffrey Fraulino's UBS Global Asset Management Experience 2014 - Present
Job Executive Director, UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   2014 - Present
UBS Realty Investors LLC  2000 - 2014
Aetna Life Insurance Company  1986 - 2000

Skills
Licensed Professional..., LEED Accredited..., Real Estate Development, LEED AP, Asset Management, Construction, Engineers, Alternative Investments, Engineering, Facilities Management, Due Diligence, Real Estate Economics, Commercial Real Estate, Valuation, Investments, Private Equity, Real Estate, Investment Management, Portfolio Management, Disposition, Structured Finance, Financial Structuring

Education
Worcester Polytechnic Institute   1974 — 1978
Civil Engineering (Structural)

Rensselaer Polytechnic Institute
Masters of Business Administration

Woodrow Wilson High School

David Harter David Harter Edison, New Jersey Details
David Harter's UBS Global Asset Management Experience October 2006 - September 2007
Job Vice President at Penn Mutual
Industry Financial Services
Experience
Penn Mutual  January 2015 - Present
Forest Hills Financial Group  March 2013 - December 2014
MetLife Solutions Group  July 2010 - September 2012
UBS Financial Services  September 2007 - August 2008
UBS Global Asset Management   October 2006 - September 2007
UBS Financial Services  December 2004 - October 2006
Smith Barney  April 2000 - December 2004
Morgan Stanley Smith Barney  January 2000 - January 2003

Skills
Retirement Planning, Wealth Management, Series 7, Asset Allocation, Strategic Financial..., Securities, Retirement, Insurance, Investments, Series 63, Financial Planning, Financial Services, Financial Advisory, Financial Analysis, Asset Management, Disability Insurance, Long Term Care Insurance, Financial Planners, Employee Benefits, Finance, IRAs, Fixed Annuities, Strategy, Series 6, Estate Planning, Investment Advisory, Investment Management, Life Insurance, Term Life Insurance, FINRA, Long-term Care, Uniform Combined State..., Investment Strategies, 401(k)

Education
Pace University - Lubin School of Business   2007 — 2008
Executive Master's, Business Administration - Strategic Planning

Pace University   1995 — 1999
BA, Communications

Ossining High School   1991 — 1995

Oleg Morodokhin Oleg Morodokhin Greater New York City Area Details
Oleg Morodokhin's UBS Global Asset Management Experience November 2010 - Present
Job UBS Global Asset Management
Industry Banking
Experience
UBS Global Asset Management   November 2010 - Present
Dexia Credit Local  July 2007 - November 2010
Roosevelt & Cross   March 2006 - July 2007
NAIC Securities Valuation Office   December 2004 - March 2006

Skills
Fixed Income, Bonds, Capital Markets, Investments, Finance, Bloomberg, Derivatives, Structured Finance, Investment Banking, Valuation, Financial Modeling, Portfolio Management, Asset Management, Corporate Finance, Financial Structuring, Structured Products, Financial Markets, Series 7, Credit Risk

Education
Pace University - Lubin School of Business   2001 — 2005
Bachelor of Business Administration (BBA), Finance, General

Meghan Powers Meghan Powers Greater New York City Area Details
Meghan Powers's UBS Global Asset Management Experience May 2008 - August 2008
Job HR Generalist at Marsh & McLennan Companies, Inc.
Industry Legal Services
Experience
Marsh & McLennan Companies, Inc.   August 2011 - Present
Cravath, Swaine & Moore LLP   November 2010 - January 2011
Cleary Gottlieb Steen & Hamilton LLP  September 2010 - November 2010
Bracewell & Giuliani LLP  September 2008 - April 2009
UBS Global Asset Management   May 2008 - August 2008
National Treasury Employees Union  October 2007 - May 2008
UBS Global Asset Management   September 2005 - March 2006
UBS Investment Bank  August 2004 - August 2005

Skills
Diversity Champion, Employment Law, Human Resources, Legal Research, Employee Relations, Document Review, Immigration Law, Legal Writing, Onboarding

Education
The George Washington University Law School   2006 — 2009
J.D, Law

Scripps College   2000 — 2004
B.A., History and Women's Studies

Tom Disbrow Tom Disbrow Greater New York City Area Details
Tom Disbrow's UBS Global Asset Management Experience December 1999 - Present
Job Managing Director at UBS Global Asset Management
Industry Accounting
Experience
UBS Global Asset Management   December 1999 - Present

Skills
Derivatives, Mutual Fund..., Asset Managment, Securities Lending, Investments, Valuation, Operational Due..., Vendor Management, Transition Management, Operational Risk, Fund Administration, Fund Of Funds, Asset Management, Alternative Investments, Mutual Funds, Equities, Fixed Income, Investment Management, Securities, Fund Accounting, Bloomberg, Corporate Actions, Asset Allocation, Capital Markets, Bonds, ETFs, Hedge Funds, Private Equity, Institutional..., Investment Strategies, Middle Office, Series 7

Education
Seton Hall University   1984 — 1988
Bachelor of Science (BS), Accounting

Daniel Connor Daniel Connor Greater New York City Area Details
Daniel Connor's UBS Global Asset Management Experience August 1994 - March 2010
Job Managing Director, Head of US Operations, Sia Partners
Industry Management Consulting
Experience
Sia Partners  March 2010 - Present
Sia Partners  2011 - 2015
Sia Partners  2011 - 2015
Sia Partners  2011 - 2015
UBS Global Asset Management   August 1994 - March 2010
UBS Global Asset Management   September 2005 - March 2008
UBS Global Asset Management   January 2001 - September 2005
UBS  August 1994 - January 2001
JP Morgan  1992 - 1994
Ernst & Young  1989 - 1991

Education
The George Washington University - School of Business   1978 — 1980
MBA, Accounting Concentration

Queen's University
BA, Economics & Biology

Bethesda Chevy Chase High School

Bethesda Chevy Chase High School

David Adamovic David Adamovic Greater New York City Area Details
David Adamovic's UBS Global Asset Management Experience 2006 - Present
Job IT User Technical Support Lead Associate
Industry Information Technology and Services
Experience
UBS Investment Bank  June 2007 - Present
UBS Global Asset Management   2006 - Present
UBS Global AM   2006 - Present
UBS Global Asset Management   2007 - 2013
UBS  June 2007 - May 2012
UBS Global Asset Management   2006 - 2010
Global Asset Management  2001 - 2010
UBS Global Asset Management   2006 - 2009
UBS Global Asset Management   2006 - 2009
UBS Global Asset Management   2006 - 2009

Skills
Equities, Asset Managment, Portfolio Management, Derivatives, Investments, Investment Banking, Trading, Wealth Management, Capital Markets, Valuation, Mutual Funds, Fixed Income, Bloomberg, Hedge Funds, Banking, Change Management, FX Options, BMC Remedy, Risk Management, Business Analysis, Bloomberg Software, ITIL, Disaster Recovery, Relationship Management, Asset Management, Requirements Gathering, Trading Systems, Incident Management

Education
Seton Hall University

Seton Hall University

Brandon Boffard Brandon Boffard New York, New York Details
Brandon Boffard's UBS Global Asset Management Experience June 2009 - August 2009
Job Commercial Real Estate Attorney at Sills Cummis & Gross P.C.
Industry Real Estate
Experience
Sills Cummis & Gross P.C.   August 2014 - Present
Boffard Holdings LLC   June 2010 - August 2014
Fortuna Realty Group  April 2013 - October 2013
United States Bankruptcy Court  June 2011 - August 2011
UBS Global Asset Management   June 2009 - August 2009
Citigroup Smith Barney  June 2008 - August 2008

Skills
Capital Markets, Loan Origination, Real Estate Financing, Acquisitions, Commercial Lending, CMBS, Real Estate, Loan Syndication, Commercial Real Estate, Valuation, Financial Modeling, Debt & Equity Financing, Refinance, Mezzanine financing, Private Equity, Wealth Management, Due Diligence, Commercial Mortgages, Investments, Asset Management, Financial Analysis, Real Estate Economics, Real Estate Development, Real Estate Transactions, Portfolio Management, Finance, REMICs, Bridge Financing

Education
Seton Hall University School of Law   2010 — 2014
Doctor of Law (J.D.)

The George Washington University   2006 — 2010
Bachelor of Business Administration (BBA), Finance, Magna Cum Laude

Guy Gordon, CFA Guy Gordon, CFA Toronto, Canada Area Details
Guy Gordon, CFA's UBS Global Asset Management Experience 1999 - 2003
Job Portfolio Manager at McNulty Group
Industry Capital Markets
Experience
McNulty Group   August 2013 - Present
Wind River Energy Corp.   March 2012 - November 2012
Byron Capital Markets  October 2009 - January 2012
Toll Cross Securities   February 2005 - November 2008
Loewen Ondaatje McCutcheon  2004 - 2005
UBS Global Asset Management   1999 - 2003

Skills
Capital Markets, Investments, Equity Research, Equities, Valuation, Financial Modeling, Corporate Finance, Derivatives, Private Equity

Education
Queen's University   1987 — 1989
MBA

The University of British Columbia   1973 — 1979
B.A.

Christina Matheson, PMP Christina Matheson, PMP Vancouver, Canada Area Details
Christina Matheson, PMP's UBS Global Asset Management Experience 2005 - 2006
Job Project Manager at RBC Global Asset Management
Industry Mining & Metals
Experience
RBC Global Asset Management  2015 - Present
Western Potash Corp.   2011 - 2015
Kaplan Test Prep and Admissions  2009 - 2011
Noomii Enterprises Inc   March 2007 - March 2009
PIMCO  2009 - 2009
Lazard Asset Management  2006 - 2007
UBS Global Asset Management   2005 - 2006
Phillips, Hager & North   2001 - 2005

Skills
Project Management, Management, Strategic Planning, New Business Development, Leadership, Business Process..., Change Management, Stakeholder Management, CRM, Start-ups, Budgets, Proposal Writing, Financial Modeling, Operational Execution, Mining, Strategy, Consulting

Education
Queen's University   1997 — 2001
BA Honours

Robert Sabatino Robert Sabatino Greater Chicago Area Details
Robert Sabatino's UBS Global Asset Management Experience July 2015 - Present
Job Managing Director at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   July 2015 - Present
UBS Global Asset Management   October 2000 - Present
Merrill Lynch Investment Managers  May 1995 - October 2000
merrill lynch  1995 - 2000

Skills
Fixed Income, Treasury Management, Bonds, Money Market, Liquidity Management, Capital Markets, Bloomberg, Trading, Cash Management, Asset Managment, Mutual Funds

Education
Providence College   1991 — 1995
BS, Finance

Thomas Carluccio Thomas Carluccio Greater New York City Area Details
Thomas Carluccio's UBS Global Asset Management Experience May 2007 - Present
Job Fixed Income Sales UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   May 2007 - Present
UBS Wealth Management  2001 - 2007
PaineWebber  1992 - 2000

Skills
Hedge Funds, Alternative Investments, Fixed Income, Trading, Asset Management, Equities, Investment Strategies, Investment Management, Bloomberg, Institutional..., Asset Allocation, Capital Markets, Series 7, Bonds, Mutual Funds

Education
Rutgers University-New Brunswick
BA, Political Science/Economics

Nicole Roth Nicole Roth New York, New York Details
Nicole Roth's UBS Global Asset Management Experience June 2011 - August 2011
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC  August 2015 - Present
Marcum LLP  September 2013 - August 2015
Donald L. Perlroth Co.   January 2012 - April 2013
UBS Global Asset Management   June 2011 - August 2011

Skills
Tax Preparation, Fitness Instruction, QuickBooks, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Tax Returns, Accounting, Time Management, Forecasting, Financial Analysis, Financial Reporting, Financial Accounting, Inventory Management, Finance, Access, Teamwork, Internal Controls, SAP, Analysis, Retail, Budgets, Customer Service, Facebook

Education
Quinnipiac University - School of Business   2011 — 2013
Master of Business Administration (M.B.A.)

Quinnipiac University - School of Business   2008 — 2012
Bachelor of Science (B.S.), Accounting

Yi (Vivian) Zhang Yi (Vivian) Zhang New York, New York Details
Yi (Vivian) Zhang's UBS Global Asset Management Experience February 2015 - Present
Job Analyst at UBS Asset Management O'Connor, CFA Level III passed
Industry Financial Services
Experience
UBS Global Asset Management   February 2015 - Present
Citi  October 2012 - February 2015
Citi  June 2012 - August 2012
Ashland Inc.  June 2010 - June 2011
China Development Bank  January 2010 - March 2010
China Galaxy Securities  August 2009 - September 2009
KPMG China  July 2009 - August 2009

Education
University of Rochester - William E. Simon Graduate School of Business Administration   2011 — 2012
Master of Science (MSc), Finance, 3.84

Shanghai University of Finance and Economics   2007 — 2011
Bachelor of Business Administration (B.B.A.), International Accounting, ACCA

Deirdre Metcalf Deirdre Metcalf Greater New York City Area Details
Deirdre Metcalf's UBS Global Asset Management Experience February 2007 - June 2007
Job Cogmed Training and Implementation Manager at Pearson Assessment & Instruction
Industry Publishing
Experience
Pearson - Assessment & Instruction  November 2013 - Present
Pearson - Assessment & Instruction  November 2012 - November 2013
Pearson  February 2011 - November 2012
Pearson Education  July 2007 - February 2011
UBS Global Asset Management   February 2007 - June 2007
AMAA - Non   2005 - 2007
Seton Parochial School   January 2001 - January 2005
Allied Security  January 2000 - January 2001
Allied Security  2000 - 2001

Skills
PowerPoint, Public Speaking, Microsoft Excel, Editing, Marketing, Customer Service, Administration, Coaching, Teaching, Training, Conferences, Microsoft Word, InDesign, Adobe Acrobat, Illustrator, Photoshop, Management, Project Management, Account Management, Customer Relations, Customer Satisfaction, Data Analysis, Vlookup, MS Excel Pivot Tables, Data Management

Education
Rutgers University-New Brunswick   1998 — 2001
Bachelors, English, Psychology

Rutgers UniversityNew
Bachelor of Arts

Nancy Tengler Nancy Tengler Paradise Valley, Arizona Details
Nancy Tengler's UBS Global Asset Management Experience 1994 - 1997
Job Director, Senior Vice President and Chief Investment Officer Heartland Financial USA and Arizona Bank & Trust
Industry Investment Management
Experience
Arizona Bank & Trust  May 2014 - Present
Financial IQ Training Services   June 2013 - Present
Arizona Christian University  August 2012 - Present
Arizona Bank and Trust  2014 - 2014
Ellevate Network  2013 - 2014
Ellevate Network  2013 - 2014
St. Mary's College   August 2009 - May 2011
Fremont Investment Advisors  1997 - 2003
UBS Global Asset Management   1994 - 1997
Spare Tengler   September 1989 - December 1994

Skills
Creative Writing, Public Speaking, Editing, Teaching, Higher Education, Blogging, Nonprofits, Community Outreach, Management, Fundraising, Event Planning, Research, Leadership Development, Social Networking, Social Media, Leadership, Grant Writing

Education
St. Mary's College of California   2007 — 2009
Master of Fine Arts (MFA), Creative Non-Fiction Writing

Pt. Loma University
Bachelor of Arts (B.A.), Psychology

Joseph A. LaCorte, CFA Joseph A. LaCorte, CFA Greater New York City Area Details
Joseph A. LaCorte, CFA's UBS Global Asset Management Experience 2000 - 2005
Job Founder and President at S Network Global Indexes Inc.
Industry Investment Management
Experience
S-Network Global Indexes, Inc.   1997 - Present
UBS Global Asset Management   2000 - 2005
Deutsche Bank  1991 - 1997
Nomura Securities  1990 - 1991
Kidder, Peabody & Co., Inc.   1982 - 1990

Skills
ETFs, Investment Company Act, Fixed Income, Hedge Funds, Alternative Investments, Asset Managment, Equities, Trading Strategies, Corporate Governance, Analysis, Business Analysis, Asset Allocation, Asset Management, Capital Markets, Bloomberg, Derivatives, Fund Of Funds, Financial Markets, Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Quantitative Analytics, Securities, Series 7, Structured Products, Trading

Education
Pace University - Lubin School of Business   1987 — 1990
MBA Candidate

Stony Brook University   1976 — 1980
BA, Political Science

Nancy Fahmy Nancy Fahmy Greater New York City Area Details
Nancy Fahmy's UBS Global Asset Management Experience June 2007 - February 2015
Job Investment Strategist at Prudential
Industry Financial Services
Experience
Prudential Financial  February 2015 - Present
UBS Global Asset Management   June 2007 - February 2015
UBS Global Asset Management   September 2004 - June 2007
UBS Global Asset Management   March 2003 - September 2004
Merrill Lynch  June 1998 - January 2003

Skills
Hedge Funds, Asset Management, Alternative Investments, Investments, Equities, Fixed Income, Asset Allocation, Portfolio Management, Mutual Funds, Investment Strategies, Sales, Wealth Management, Series 7, Marketing, Securities, Financial Services

Education
Rutgers University   1994 — 1998
Bachelor of Arts (B.A.), Economics

Anna Duong Anna Duong Bridgeport, Connecticut Details
Anna Duong's UBS Global Asset Management Experience December 2012 - February 2013
Job Equity Research Analyst at Thomson Horstmann & Bryant
Industry Financial Services
Experience
Thomson Horstmann & Bryant  September 2013 - Present
MC Asset Management   May 2013 - September 2013
UBS Global Asset Management   December 2012 - February 2013

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Bloomberg, Bloomberg Terminal, Financial Analysis, Business Analysis, Industry Analysis, Equity Research, Datastream, Corporate Actions, Data Analysis, Market Analysis, GIC, Financial Modeling, Equity Valuation

Education
Sacred Heart University   2012 — 2013
Bachelor of Science (BS), Finance, General

Housatonic Community College
Associate's degree, Finance, General

Brian Finkel Brian Finkel Bedminster, New Jersey Details
Brian Finkel's UBS Global Asset Management Experience 2003 - 2004
Job Emergency Medical Technician at Warren Township Rescue Squad
Industry Hospital & Health Care
Experience
Atlantic Health  January 2004 - Present
Warren Township Rescue Squad   May 2004 - Present
UBS Global Asset Management   2003 - 2004
GameStop  2002 - 2003

Skills
BLS, Hospitals, Critical Care, Patient Safety, Healthcare, Acute Care, Inpatient, Cpr Certified, EMS, Emergency Room, Cardiac Care, Computer Repair, Information Technology, Computer Hardware..., Medicine

Education
Somerset County Technology Institute   2001 — 2003
Computer Technology Diploma, Computer Technology/Computer Systems Technology

University of Hartford   2000 — 2001

Watchung Hills Regional High School   1997 — 2000

Patrick Hurless Patrick Hurless Greater Chicago Area Details
Patrick Hurless's UBS Global Asset Management Experience December 2002 - February 2014
Job Global Macro Strategies at William Blair & Company
Industry Investment Management
Experience
William Blair & Company  March 2014 - Present
UBS Global Asset Management   December 2002 - February 2014
UBS Global Asset Management   December 1999 - December 2002
Brinson Partners  September 1996 - December 1999
Northern Trust  November 1992 - September 1996

Education
Northwestern University - Kellogg School of Management   2001 — 2006
MBA, Finance, Decision Science, Analytical Consulting

University of Illinois at Chicago   1986 — 1991
BS, Economics

Lane Technical High School

Serge Bulatov, MFin Serge Bulatov, MFin Toronto, Canada Area Details
Serge Bulatov, MFin's UBS Global Asset Management Experience June 2010 - February 2011
Job Vice President Investments at Dominique Strategic Consulting
Industry Investment Management
Experience
Dominique Strategic Consulting   November 2013 - Present
SAR Bahamas Consulting   August 2013 - Present
UBS Global Asset Management   June 2010 - February 2011
State Street Global Advisors  October 2007 - June 2010
State Street Bank  September 2005 - October 2007

Skills
Credit Analysis, Portfolio Management, Fixed Income Trading, Fixed Income, Risk Management, Bloomberg, Money Market, Financial Modeling, Trading, Asset Management, Asset Managment, Regression modeling, DCF Valuation, Financial Analysis, Analysis, Finance, Capital Markets, Regression Analysis, Financial Markets, Corporate Finance, Investments, Mutual Funds, Financial Risk, Due Diligence, Investment Management, Credit, Valuation, Equities, FX Options, Derivatives, Hedge Funds, Investment Banking, Relationship Management, Alternative Investments, Securities, Financial Services, Equity Research, Strategic Financial..., Private Equity, Interest Rate..., Credit Risk, Banking, Bonds, Emerging Markets, Economics, Quantitative Analytics, Asset Allocation, Private Banking, Investment Strategies, Wealth Management

Education
CFA Institute   2011 — 2015
CFA level 3 candidate, Chartered Financial Analyst program

Queen's University   2012 — 2013
MFin, Master of Finance, Finance, General

FRM student   2011 — 2012
FRM level 2 candidate, Risk Management

University of Toronto   2009 — 2012
School of continuing education, CFA and Financial Risk Management program

YORK UNIVERSITY   2002 — 2006
Honors BA, Business Economics; Econometrics

Jeffrey Leaver Jeffrey Leaver Barnstable/Yarmouth, Massachusetts Area Details
Jeffrey Leaver's UBS Global Asset Management Experience 2000 - 2002
Job Managing Director, Endeavor Search Consultants, LLC
Industry Staffing and Recruiting
Experience
Endeavor Search Consultants, LLC   2002 - Present
UBS Global Asset Management   2000 - 2002

Skills
Solar, Wind, Alternative Energy, Renewable Energy, Engineering, Power Generation, Wind Energy, Energy Efficiency, Sustainability, Construction, Mergers, Financial Modeling, Modeling, Photovoltaics, Energy, Project Finance, Solar Energy

Education
Saint Michael's College   1992 — 1996
B.S. Biology

New Hampton School

Bob Guzman Bob Guzman Greater New York City Area Details
Bob Guzman's UBS Global Asset Management Experience February 2014 - September 2015
Job Managing Director Head of Pension Risk Management at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   February 2014 - September 2015
US Securities and Exchange Commission  2013 - 2014
Aberdeen Asset Management  2003 - 2010
Aberdeen Asset Management  2001 - 2010
Deutsche Asset Management  1998 - 2000
UBS  1995 - 1997
Bear Stearns  1993 - 1994
Merrill Lynch  1992 - 1993
Bankers Trust  1989 - 1992
Salomon Brothers  1986 - 1989

Skills
Trading, Portfolio Management, Alternative Investments, Fixed Income, Derivatives, Interest Rate..., Credit Derivatives, Financial Markets, Hedging, Fixed Income Trading, Risk Management, Asset Management, Market Risk, Asset Managment, Investments, Options, Structured Finance, Financial Risk, Foreign Exchange

Education
Princeton University
Doctor of Philosophy (Ph.D.), Chemical Physics

Columbia University
BS, Chemical Engineering

Dorothy Orlowski Dorothy Orlowski New York, New York Details
Dorothy Orlowski's UBS Global Asset Management Experience February 2013 - December 2013
Job Marketing Project Manager Strategic Global Marketing at Leading Asset Management Company
Industry Investment Management
Experience
Leading Asset Management Company   March 2015 - Present
UBS Global Asset Management   February 2013 - December 2013
Artio Global Investors  May 2011 - August 2012
JPMorgan Asset Management  June 2008 - May 2011
Bear Stearns Asset Management  November 2005 - June 2008
Defran Systems  November 2004 - September 2005
United Nations Federal Credit Union  May 2002 - November 2004

Skills
Asset Managment, Fixed Income, Alternative Investments, Mutual Funds, Investments, Series 7, Equities, Hedge Funds, Series 63, Securities, Investment Management, Marketing Strategy, Marketing, Relationship Management, Sales, Event Management, Desktop Publishing, Problem Solving, Writing, Project Planning, Broker-Dealer, RIA, Institutional Investors, Client Service Oriented

Education
Baruch College, Zicklin School of Business   2007 — 2009
MBA, International Business & Management (dual concentration)

Parsons - The New School for Design   2003 — 2004

Pace University   1995 — 1999
BA, Literature & Communications

Chris Benedict Chris Benedict New York, New York Details
Chris Benedict's UBS Global Asset Management Experience December 2013 - September 2015
Job Co Founder at Felix Gray
Industry Apparel & Fashion
Experience
Felix Gray   September 2015 - Present
UBS Global Asset Management   December 2013 - September 2015
WTS International, Inc.   October 2012 - June 2013
Mizuho Corporate Bank  August 2011 - October 2011

Skills
Management, Financial Modeling, Portfolio Management, Bloomberg Terminal, Equity Trading, Equities, Financial Analysis, Investments, Public Speaking, Financial Markets

Education
Ohio University   2012 — 2013
Master's Degree

Ohio University   2005 — 2010
Bachelors

Ilknur Aliyev Ilknur Aliyev Greater Chicago Area Details
Ilknur Aliyev's UBS Global Asset Management Experience June 2014 - August 2014
Job Economist | RCF Economic & Financial Consulting | UChicago '15
Industry Financial Services
Experience
RCF Economic & Financial Consulting, Inc.   June 2015 - Present
University of Chicago Booth School of Business  December 2013 - Present
UBS Global Asset Management   June 2014 - August 2014
Lexham Mews   January 2014 - May 2014
The University of Chicago- Student Alumni Committee   October 2013 - May 2014
University of Chicago Booth School of Business  September 2013 - May 2014
Converse  June 2013 - August 2013
Joseph Regenstein Library, University of Chicago   May 2012 - December 2012
The University of Chicago  September 2011 - March 2012

Skills
Economics, Research, Public Speaking, Data Analysis, Stata, International Relations, Student Affairs, Microsoft Excel, Statistics, Community Outreach, Politics, PowerPoint, Editing, Microsoft Word, Policy Analysis, Turkish, Social Media, Public Policy, Student Government, Higher Education, Grant Writing, Critical Thinking, SPSS, Leadership, Microeconomics, Program Development, Russian, German, Model United Nations, Marketing, Investment Banking, Macroeconomics, Political Science, Finance, Photoshop, Philanthropy, trading, Econometrics, Fundraising, R, SQL, Financial Modeling, Performance Benchmarking, GIS Modeling

Education
University of Chicago   2011 — 2015
Bachelor of Arts (B.A.), Economics, Minor Program in Slavic Languages and Literature

Robert College   2006 — 2011
High School Diploma with Science-Math Concentration, Mathematics, 90/100

Renee Boyd Renee Boyd Dallas/Fort Worth Area Details
Renee Boyd's UBS Global Asset Management Experience October 2011 - July 2014
Job Associate Executive Administration at Centennial Real Estate Company
Industry Commercial Real Estate
Experience
Centennial Real Estate Company   August 2014 - Present
UBS Global Asset Management   October 2011 - July 2014
Pritchard Associates, Inc.   April 2010 - September 2011
Staubach Retail  2006 - 2007
Foremark, Ltd  2000 - 2006
Brinker International  1994 - 1998

Skills
Project Management, Asset Management, Budgets, Real Estate Development, Asset Managment, Management, Due Diligence, Disposition, Contract Negotiation, Commercial Real Estate, Corporate Real Estate, Contract Management, Financial Analysis, Portfolio Management, PowerPoint, Real Estate Economics, Employee Relations, Brokerage, Microsoft Office, Valuation, Marketing, Email Marketing, Investments, Retail, Human Resources, Tenant, Facilities Management, Team Building, Operations Management, Marketing Communications, Strategic Planning, Location Intelligence, Marketing Strategy, Construction, Leases, Real Estate Transactions, Real Estate, Microsoft Excel, Competitive Analysis, Negotiation, Property Management, Landlords, Real Estate Financing, Performance Management, Strategy, Investment Properties, Finance, Cross-functional Team..., Acquisitions, Time Management

Education
Southern Methodist University   1986 — 1988
BS

Bryan Adams High School   1980 — 1984

Dan McGrath Dan McGrath Greater New York City Area Details
Dan McGrath's UBS Global Asset Management Experience 2013 - Present
Job Executive Director, Marketing
Industry Financial Services
Experience
UBS Global Asset Management   2013 - Present
BlackRock  2003 - 2012
Merrill Lynch  2003 - 2006
Guardian Life Insurance  2000 - 2003
Prudential Financial  1996 - 2000
MetLife Financial Services  1992 - 1996

Skills
Marketing Strategy, Integrated Marketing, Corporate Branding, Advertising, Marketing Communications, Thought Leadership, Content Strategy, Social Media, Creative Services, Direct Marketing, Corporate Communications, Internal Communications, Public Relations, Newsletters, Copywriting

Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Communication

Jordan Putty Jordan Putty Fort Collins, Colorado Details
Jordan Putty's UBS Global Asset Management Experience June 2012 - August 2012
Job Beef Pricing Analyst at JBS
Industry Food Production
Experience
JBS  August 2014 - Present
JBS  January 2014 - August 2014
Prudential Financial  June 2013 - August 2013
UBS Global Asset Management   June 2012 - August 2012
Texas A&M University  August 2007 - May 2011
Merrill Lynch  December 2010 - January 2011

Education
Texas A&M University   2012 — 2013
Masters of Agribusiness

Purdue University   2012 — 2012

Texas A&M University   2007 — 2011
Bachelor of Science (BS)

Cesar Trelles Cesar Trelles Greater New York City Area Details
Cesar Trelles's UBS Global Asset Management Experience March 2001 - September 2004
Job Vice President at Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management  February 2011 - Present
The Lazard Funds Inc.   September 2004 - Present
UBS Global Asset Management   March 2001 - September 2004
UBS Global Asset Management   August 1998 - March 2001
Mellon Bank  May 1997 - August 1998
Generali Re Insurance   1997 - 1998

Skills
Financial Statement..., Transfer Agency..., Microsoft Excel, Organizational..., Responsiveness, Dependable Team Player

Education
Pace University - Lubin School of Business   1994 — 1997
BBA, Accounting

Archbishop Molly High School   1989 — 1993

Ryne Nishimi Ryne Nishimi Orange County, California Area Details
Ryne Nishimi's UBS Global Asset Management Experience 1999 - 2002
Job Executive Vice President at Pimco
Industry Investment Management
Experience
Pimco  June 2006 - Present
Van Kampen Investments  2004 - 2006
UBS  2002 - 2004
UBS Global Asset Management   1999 - 2002
Related  1984 - 1999

Skills
Mutual Funds, Asset Management, Alternative Investments, Series 63, Series 7, Asset Allocation, Series 24, series 9 & 10

Education
Santa Clara University   1978 — 1981
Bachelor's degree, Business Administration and Management, General

Pepperdine University, The George L. Graziadio School of Business and Management   2011 — 2013
Master of Business Administration (MBA)

Michael Bond Michael Bond New York, New York Details
Michael Bond's UBS Global Asset Management Experience September 2011 - April 2013
Job Business Development at Suvretta Capital Management
Industry Investment Management
Experience
Suvretta Capital Management   November 2014 - Present
Canyon Capital Advisors  May 2013 - October 2014
UBS Global Asset Management   September 2011 - April 2013
UBS Wealth Management  November 2010 - August 2011
UBS Wealth Management  July 2008 - November 2010

Skills
Hedge Funds, Fund Of Funds, Asset Management, Alternative Investments, Equities, Fixed Income, Derivatives

Education
Penn State University   2004 — 2008
Bachelor of Science, Finance

Liz Ott Liz Ott Greater New York City Area Details
Liz Ott's UBS Global Asset Management Experience May 2005 - July 2007
Job Partner Programs Operations Manager, YouTube Global Spaces at YouTube
Industry Internet
Experience
YouTube  May 2015 - Present
YouTube  January 2013 - May 2015
Taproot Foundation  January 2008 - March 2013
Google  November 2010 - January 2013
Nuveen Investments  June 2007 - November 2010
UBS Global Asset Management   May 2005 - July 2007
American Stock Exchange  September 2004 - May 2005
Institute for the Quantitative Study of Society (SIQSS)   July 2003 - July 2004

Skills
Equities, Analysis, Portfolio Management, Valuation, Investments, Quantitative Analytics, Digital Media, Financial Markets, Mutual Funds, Financial Modeling, Microsoft Excel, Market Analysis, Management, SQL, Strategy, Digital Strategy, Analytics, Finance, Digital Marketing, Online Advertising, Strategic Planning, Business Strategy, Marketing, Advertising, Program Management

Education
Northwestern University - Kellogg School of Management   2009 — 2011
MBA, Finance, Marketing

Stanford University   2003 — 2004
MA, Media Studies

Stanford University   1999 — 2003
BA, Economics/Public Policy

Yelena Poretskaya Yelena Poretskaya New York, New York Details
Yelena Poretskaya's UBS Global Asset Management Experience October 2004 - September 2006
Job Client OnBoarding Officer at J.P. Morgan Securities
Industry Banking
Experience
J.P. Morgan   September 2014 - Present
J.P. Morgan   March 2013 - August 2014
Nordea  November 2012 - February 2013
HSBC Bank USA, N.A.   December 2010 - October 2012
HSBC Bank USA, N.A.   April 2008 - December 2010
HSBC Bank USA, N.A.   September 2006 - April 2008
UBS Global Asset Management   October 2004 - September 2006
Mutual Fund   March 2001 - September 2004
Morgan Stanley  September 1999 - March 2001
Morgan Stanley  February 1999 - September 1999

Skills
Hedge Funds, Mutual Funds, Fund Accounting, Due Diligence, Financial Services, Fund Of Funds, KYC, Financial Reporting, Bloomberg, Fixed Income, Financial Analysis, Fund Administration, Accounting, Credit Analysis, Alternative Investments, Back Office, Securities, Middle Office, Financial Statements, Financial Risk, Equities, Portfolio Management, Account Reconciliation, Derivatives, Asset Management, Banking, AML, Risk Management, Compliance, Onboarding, Valuation, Credit Risk, Credit, Auditing, Internal Audit, Cash Management, Investment Banking, Anti Money Laundering

Education
Queens College, City University of New York   1994 — 1999
Bachelor of Arts, Accounting and Information Systems

Queens College   1994 — 1998
BA, Accounting & Info Systems

Jonathan Coombes Jonathan Coombes Greater New York City Area Details
Jonathan Coombes's UBS Global Asset Management Experience June 2014 - Present
Job Associate Director, UBS Realty Investors
Industry Real Estate
Experience
UBS Global Asset Management   June 2014 - Present
UBS Global Asset Management   June 2013 - February 2014
Elm Campus Partners   January 2010 - August 2012
Learn School of English   June 2007 - August 2009
Acorn English Academy   March 2006 - March 2007

Skills
Real Estate, Investment Properties, Asset Management, Valuation, Property Management

Education
The University of Connecticut School of Business   2012 — 2014
MBA, Finance, Real Estate, GPA: 3.97

上智大学 / Sophia University   2007 — 2009
Bachelor of Arts (BA), International Business and Economics, GPA: 3.79

University of Leeds   2003 — 2005
Japanese

Paul Sconzo Paul Sconzo Greater New York City Area Details
Paul Sconzo's UBS Global Asset Management Experience 2000 - 2010
Job Partner at Surgical Imaging Associates
Industry Medical Devices
Experience
Surgical Imaging Associates   February 2008 - Present
UBS Global Asset Management   2000 - 2010
Konica Minolta Medical Imaging USA, Inc.   2006 - 2008
GE Healthcare  2002 - 2003
MedImaging   2001 - 2003
Picker HCP   1989 - 2000
The Brooklyn Hospital Center  1986 - 1988
The Brooklyn Hospital Center  1986 - 1988
MSKCC  1984 - 1986

Skills
Radiology, Medical Imaging, Capital Equipment, PACS, Medical Devices, Cardiology, Healthcare, Hospitals, Healthcare Information..., Interventional Radiology, Digital Imaging, Cath Lab, Vascular, Orthopedic, Surgery, RIS, DICOM, Neurosurgery, X-ray, Market Development, Hardware Diagnostics, Healthcare Management, Operating Room, Surgeons, Product Launch, Healthcare Industry, Informatics, Interventional..., Clinical Research, Healthcare Consulting, HL7, Sales Force Development, EHR, EMR, Commercialization, Medicine, Capital Equipment Sales, Physicians, Managed Care, Oncology, Vascular Surgery, Medical Sales, Global Marketing, Disposables, Practice Management, Nuclear Medicine, Surgical Instruments, OB/GYN, Revenue Cycle, HIPAA

Education
St. Joseph's College   1985 — 1987
BS, Healthcare

Methodist Hospital School of Radiologic Technology   1974 — 1976
Radiologic license & registry, Radiologic Technology

Brooklyn Prep   1968 — 1972
Regents Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program

Jeff Cerutti Jeff Cerutti Greater New York City Area Details
Jeff Cerutti's UBS Global Asset Management Experience June 2001 - May 2010
Job CEO AMG Funds
Industry Financial Services
Experience
AMG Funds  April 2014 - Present
Virtus Investment Partners  June 2011 - April 2014
Virtus Investment Partners  June 2010 - April 2014
UBS Global Asset Management   June 2001 - May 2010
Phoenix Investment Partners  1995 - 2001
AIG Royal Alliance  1993 - 1995
Gabelli Asset Management  1990 - 1993

Education
Skidmore College   1986 — 1990

Fordham prep

Kristen Villa Kristen Villa Greater New York City Area Details
Kristen Villa's UBS Global Asset Management Experience
Job Legal & Compliance Officer at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management  

Skills
Asset Management, Management, Risk Management, Mutual Funds, Sales, Investments, Equities, Fixed Income, Bloomberg, Hedge Funds

Education
Seton Hall University School of Law   2005 — 2008
Juris Doctor (J.D.)

Michele Gambera Michele Gambera Greater Chicago Area Details
Michele Gambera's UBS Global Asset Management Experience March 2010 - Present
Job
Industry Investment Management
Experience
UBS Global Asset Management   March 2010 - Present
University of Illinois at Urbana-Champaign  August 2013 - Present

Skills
Asset Allocation, Investments, Macroeconomics, Portfolio Management, Investment Strategies, Asset Management, Mutual Funds, Investment Advisory, Econometrics, Tactical Asset..., International Economics, Applied Econometrics, Time Series Analysis, Quantitative Analytics, Economics, Valuation, Quantitative Finance, Financial Markets, Equity Valuation, Asset Managment, VBA, Fixed Income, Economic Research

Education
Pennsylvania State University   1995 — 1998
Ph.D.

Penn State University   1992 — 1994
M.A.

Università degli Studi di Trento   1985 — 1991
Laurea

Ed Janeczek Ed Janeczek Greater New York City Area Details
Ed Janeczek's UBS Global Asset Management Experience 2001 - 2005
Job Senior Project Manager at Experis Manpower Group
Industry Financial Services
Experience
Experis Manpower Group  January 2012 - Present
Northwestern Mutual Financial Network  March 2010 - November 2011
Cascade Medical Enterprise, LLC   2006 - 2009
UBS Global Asset Management   2001 - 2005
Prudential Investments  1998 - 2001
PIMCO  1991 - 1998

Skills
Mutual Funds, Investments, Funding, Asset Management, Hedge Funds, Insurance, Asset, Long Term Care, Disability Insurance, Retirement, Wealth Accumulation, Wealth, Securities, Retirement Planning, Customer Service, Annuities, Customer Relations, Budgeting, Excel, Accounting, Fixed Annuities, Vendor Management, Management, Financial Services, Project Management, Wealth Management..., Data Warehousing, Database Administration, Data Analysis, Program Management, Business Planning, Leadership, Start-ups, Settlement, Investment Management, Relationship Management, Banking, Contract Negotiation, Middle Office, Back Office, Sales, 401k, CRM, Business Analysis, SDLC, Corporate Actions, Operational Risk..., Executive Management, Business Requirements, Process Improvement

Education
Seton Hall University
BS

Larry Kr. Larry Kr. Greater Philadelphia Area Details
Larry Kr.'s UBS Global Asset Management Experience 2004 - 2006
Job Associate, Corporate Investment Bank, JP Morgan Chase
Industry Information Technology and Services
Experience
JP Morgan Chase  October 2010 - Present
UBS Global Asset Management   2004 - 2006
Lowery Asset Management   2003 - 2006
IBM Global Services  1984 - 2002

Education
Purdue University
BSEE/BSCEE, Computer and Electrical Engineering

Eric Minor Eric Minor Dallas/Fort Worth Area Details
Eric Minor's UBS Global Asset Management Experience June 2008 - May 2009
Job Managing Director at MedProperties Holdings
Industry Commercial Real Estate
Experience
MedProperties Holdings, LLC   October 2009 - Present
Caddis Partners  May 2009 - October 2009
UBS Global Asset Management   June 2008 - May 2009
Majestic Realty Services, Inc.   September 2004 - February 2006

Skills
Due Diligence, Asset Managment, Mergers & Acquisitions, Financial Analysis, Portfolio Management, Real Estate, Finance, Asset Management, Forecasting

Education
Southern Methodist University - Cox School of Business   2007 — 2009
MBA, Finance - Real Estate

The University of Texas at Austin - Red McCombs School of Business   1996 — 2000
BBA, Finance

Daniel Furey Daniel Furey Greater New York City Area Details
Daniel Furey's UBS Global Asset Management Experience 1999 - 2003
Job Director, Merrill Lynch Prime Brokerage
Industry Investment Banking
Experience
Merrill Lynch  2006 - Present
UBS Global Asset Management   1999 - 2003

Education
The University of Chicago Booth School of Business   2000 — 2002

Southern Illinois University, Carbondale   1990 — 1994
BA, International Economics

Mary Ellen Ledwith Mary Ellen Ledwith Greater New York City Area Details
Mary Ellen Ledwith's UBS Global Asset Management Experience 1998 - 2000
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Taproot Foundation  2010 - Present
Palisades Free Library   2003 - 2008
Merrill Lynch  2001 - 2002
UBS Global Asset Management   1998 - 2000
Prudential Investments  1998 - 2000
Fidelity Investments  1994 - 1998
Putnam Investments  1986 - 1992

Skills
Marketing Communications, Marketing Strategy, Management, Marketing, Advertising, Integrated Marketing, Social Media, Social Media Marketing, Strategic Planning, Business Strategy, Product Marketing, Financial Services, Asset Management

Education
Salve Regina University
Bachelor of Arts (B.A.), Sociology and Psychology

The George Washington University
Graduate studies in Urban Planning

Daniel Pailes-Friedman Daniel Pailes-Friedman Greater New York City Area Details
Daniel Pailes-Friedman's UBS Global Asset Management Experience January 2004 - May 2007
Job Vice President at Morgan Stanley
Industry Banking
Experience
Morgan Stanley  March 2011 - Present
AllianceBernstein  May 2007 - May 2011
UBS Global Asset Management   January 2004 - May 2007
Starwood Hotels & Resorts Worldwide, Inc.   April 2003 - January 2004
Optimum Logistics, Inc   June 2001 - April 2003
Partminer, Inc  September 2000 - June 2001
Muze, Inc  February 1999 - September 2000

Skills
SDLC, Java, C#, Microsoft SQL Server, Design Patterns, Sybase, Agile Methodologies

Education
Pratt Institute
Bachelor Fine Arts

Pace University
Masters, Computer Science

University of Michigan
Liberal Arts

Robert Page Robert Page Greater Chicago Area Details
Robert Page's UBS Global Asset Management Experience November 2012 - June 2014
Job SVP, Development Manager of Operations, Risk, and Enterprise Systems
Industry Financial Services
Experience
Northern Trust Corporation  June 2014 - Present
UBS Global Asset Management   November 2012 - June 2014
UBS Global Asset Management   April 2000 - October 2012
Safety-Kleen Corporation  June 1995 - April 2000

Skills
Vendor Relations, Asset Management, Fixed Income, Equities, Risk Mitigation, IT Strategy, Portfolio Management, Asset Managment, Risk Management, SDLC, Management, Trading, Investments, Stakeholder Management, Strategy, Project Management, Hedge Funds, Asset Allocation, Integrity, Business Analysis

Education
Rose-Hulman Institute of Technology   1992 — 1995
Bachelor of Science, Computer Science

Laura Spicciatie Laura Spicciatie Greater New York City Area Details
Laura Spicciatie's UBS Global Asset Management Experience January 2011 - Present
Job Director Offshore Product Management at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   January 2011 - Present
Standard Chartered Bank  November 2003 - September 2009
Prudential  1997 - 2003
Prudential Securities  1992 - 1997

Skills
Mutual Funds, Investments, Product Management, Product Development, Management, Hedge Funds, Alternative Investments, Portfolio Management, Wealth Management, Offshore Operations, Asset Managment, Product Launch, Product Marketing, Equities, Investment Management, Securities, Financial Markets, Asset Allocation, ETFs, Fund Of Funds, Investment Strategies, Asset Management

Education
Saint Joseph's University - Erivan K. Haub School of Business   1995 — 1996
MS, International Marketing

Saint Joseph's University   1991 — 1995
Bachelors, Marketing

Rui Zheng Rui Zheng New York, New York Details
Rui Zheng's UBS Global Asset Management Experience August 2007 - August 2012
Job Director and Treasurer at Chinese Finance Association of America
Industry Investment Management
Experience
Chinese Finance Association of America   April 2009 - May 2014
UBS Global Asset Management   August 2007 - August 2012

Skills
Quantitative equities..., Portfolio construction..., Portfolio Management, Derivatives, Quantitative Finance, Valuation, Equities, Quantitative Analytics, Investments, Financial Markets, Financial Modeling, Equity Research, Asset Management, Alternative Investments, Hedge Funds, Capital Markets

Education
The University of Chicago   2001 — 2007
PhD, Physics

Peking University   1997 — 2001
BS, Physics

Priya Ghatnekar Priya Ghatnekar Greater Chicago Area Details
Priya Ghatnekar's UBS Global Asset Management Experience January 2013 - April 2013
Job Consultant at The Alexander Group
Industry Management Consulting
Experience
The Alexander Group  April 2013 - Present
UBS Global Asset Management   January 2013 - April 2013
Towers Watson  2010 - January 2013
Marco Consulting Group  March 2008 - October 2009
Marco Consulting Group  August 2007 - March 2008
Ennis Knupp & Associates  2004 - 2007

Skills
Equities, Financial Analysis, Investments, Due Diligence, Fixed Income, Capital Markets, Investment Strategies, Equity Research, Corporate Finance, Financial Services, Emerging Markets, Mutual Funds, Strategy, Risk Management, Management Consulting, Competitive Analysis

Education
Northwestern University - Kellogg School of Management   2009 — 2011
MBA

Shady Side Academy

The George Washington University

Larysa M Bemko Larysa M Bemko Greater New York City Area Details
Larysa M Bemko's UBS Global Asset Management Experience June 1996 - November 2002
Job Director of Marketing at Baillie Gifford International LLC
Industry Investment Management
Experience
Baillie Gifford International LLC   November 2002 - Present
UBS Global Asset Management   June 1996 - November 2002
JP Morgan  1985 - 1995

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

Education
Pace University - Lubin School of Business   2000 — 2002
MBA

Temple University
BA

Chris Van Buren, CFA Chris Van Buren, CFA Greater New York City Area Details
Chris Van Buren, CFA's UBS Global Asset Management Experience November 2010 - May 2013
Job Senior Managing Director, Chief Risk Officer, Asset Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  January 2014 - Present
UBS  May 2013 - January 2014
UBS Global Asset Management   November 2010 - May 2013
The Rockefeller Foundation  April 2009 - November 2010
Lehman Brothers  August 2005 - April 2009
Neuberger Berman  August 2005 - April 2009
Goldman, Sachs & Co.   1991 - 2005
Advanced Computer Techniques / InterACT   April 1985 - April 1991

Skills
Investment Management, Investments, Financial Risk, Fixed Income Analysis, Alternative Investments, Programming Languages, Operational Risk..., Portfolio Management, Equities, Fixed Income, Asset Management

Education
Princeton University   1980 — 1984
B.S.E., Electrical Engineering / Computer Science

Stevens Institute of Technology   1984 — 1989
M.Eng, Electrical Engineering

Wei Ge Wei Ge Greater Minneapolis-St. Paul Area Details
Wei Ge's UBS Global Asset Management Experience July 2007 - June 2014
Job Senior Researcher Investments at Parametric
Industry Investment Management
Experience
Parametric  July 2014 - Present
UBS Global Asset Management   July 2007 - June 2014
Merck  July 2002 - July 2007
Rutgers University  1997 - 2002

Skills
Data Mining, Equities, Portfolio Management, Machine Learning, Perl, Statistics, Matlab, Quantitative Analytics, Equity Research, Hedge Funds, Mutual Funds, ETFs, Quantitative Risk..., C++, R, Databases, Algorithms, Python, Data Analysis, Quantitative Finance, Alternative Investments, Commodity, Options, Private Equity

Education
The University of Chicago - Booth School of Business   2006 — 2009
MBA with Honors, Analytic Finance, Economics, Accounting

Rutgers, The State University of New Jersey-New Brunswick   1997 — 2002
Ph.D. M.S., Computational Molecular Biology, Computer Science

Peking University   1993 — 1997
BS, Biotechnology

Chitra Baja Chitra Baja Greater New York City Area Details
Chitra Baja's UBS Global Asset Management Experience BI ConsultantUBS Investment Bank2007 - Present
Job DW Consultant at UBS Global Asset Management
Industry Information Technology and Services
Experience
UBS Global Asset Management   BI ConsultantUBS Investment Bank2007 - Present
UBS  2006 - Present
Pfizer  2004 - 2005

Education
Sri Venkateswara University

Ron Schuler Ron Schuler Greater New York City Area Details
Ron Schuler's UBS Global Asset Management Experience 2001 - 2005
Job O'Shaughnessy Asset Management
Industry Financial Services
Experience
O'Shaughnessy Asset Management  October 2007 - Present
Bear Stearns Asset Management  2005 - 2007
UBS Global Asset Management   2001 - 2005
Lazard Asset Management  1999 - 2001

Education
Pace University - Lubin School of Business   1997 — 1999

Dimas Serrano Jr Dimas Serrano Jr Greater New York City Area Details
Dimas Serrano Jr's UBS Global Asset Management Experience January 2015 - Present
Job Director UBS Hedge Fund Solutions LLCFinance & Investment Operations at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   January 2015 - Present
UBS Global Asset Management   January 2012 - December 2014
UBS Wealth Management  April 2008 - December 2011
Highbridge Capital Management  October 2006 - April 2008
Citi(Saranac Capital Management)   December 2004 - October 2006
Rho Capital Partners   December 2002 - December 2004

Skills
Hedge Funds, Derivatives, Private Equity, Fund Accounting, SEC Financial Reporting, Fund Administration, Fund Of Funds, Investment Operations, Master Feeder Structures, Investments, Valuation, Capital Markets, Finance, Financial Services, Alternative Investments, Mutual Funds, Asset Management, Equities, Fixed Income

Education
City University of New York-Queens College
Bachelor's Degree, Accounting and Economics

Long Island City High School
High School

Barbara Alger Barbara Alger Big Sky, Montana Details
Barbara Alger's UBS Global Asset Management Experience August 1999 - February 2002
Job Skier
Industry Leisure, Travel & Tourism
Experience
Big Sky  December 2003 - Present
UBS Global Asset Management   August 1999 - February 2002
Brinson Partners  1989 - 2002

Education
Northwestern University - Kellogg School of Management   1979 — 1982
MM, Business

University of Colorado Boulder   1971 — 1975
BS, business

University of Colorado Boulder - Leeds School of Business   1971 — 1975
BS, business

Paras Ghai Paras Ghai Chicago, Illinois Details
Paras Ghai's UBS Global Asset Management Experience August 2011 - June 2013
Job Senior Consultant at CGN Blackwell
Industry Information Technology and Services
Experience
CGN Blackwell  June 2013 - Present
UBS Global Asset Management   August 2011 - June 2013
Infosys Technologies Ltd  August 2005 - July 2011

Skills
Web Services, Autosys, .NET, WCF, Requirements Analysis, Microsoft SQL Server, Software Design, Subversion, TFS, Entity Framework, LINQ, jQuery, Longview, XML, XSLT, TIBCO, Crystal Reports, NUnit, SDLC, ASP.NET AJAX, Onsite Coordination, Equity Trading, Fixed Income, FIX, REST, Sitecore, ASP.NET MVC, SharePoint, Agile Methodologies, Scrum

Education
Punjab Technical University   2001 — 2005
BTech, Computer science

Andrew Faller Andrew Faller Greater New York City Area Details
Andrew Faller's UBS Global Asset Management Experience March 2008 - December 2008
Job Financial advisor at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   March 2008 - December 2008
UBS Wealth Management  March 2007 - December 2008
New York Life Retirement Consulting Group   January 2006 - March 2007
2006  January 2006 - December 2006
Prudential Financial  January 1999 - January 2005
Prudential  January 2001 - January 2004
Prudential  January 1999 - January 2001

Education
Rutgers University
B.A, Political Science

Rutgers University-New Brunswick

Bill Morgan, CAIA Bill Morgan, CAIA Greater Chicago Area Details
Bill Morgan, CAIA's UBS Global Asset Management Experience April 2013 - Present
Job Executive Director Consultant Relations at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   April 2013 - Present
UBS Global Asset Management   June 2009 - April 2013
UBS Global Asset Management   February 2007 - June 2009
Morgan Stanley  August 2000 - February 2007

Skills
Alternative Investments, Hedge Funds, Institutional Investors, Asset Allocation, Series 7, Equities, Series 63, Mutual Funds, Asset Managment, Portfolio Management, Investments, Financial Markets, Securities

Education
Northwestern University - Kellogg School of Management   1998 — 2000
Master of Business Administration (MBA), Finance and Marketing

Clay Hadley, CFA Clay Hadley, CFA Greater Chicago Area Details
Clay Hadley, CFA's UBS Global Asset Management Experience October 2012 - Present
Job Associate Director, Quantitative Analyst, Fixed Income at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   October 2012 - Present
Nomura Securities  October 2009 - October 2012
OpHedge Investment Services  April 2008 - October 2009
Lehman Brothers  June 2007 - March 2008

Skills
Derivatives, Fixed Income, Hedge Funds, Valuation, Bloomberg, Financial Modeling, Capital Markets, Middle Office, Financial Analysis, Equities

Education
Rensselaer Polytechnic Institute   2003 — 2007
B.S., Electrical Engineering

Lyons Township High School   1999 — 2003

Susan Feng Susan Feng Greater New York City Area Details
Susan Feng's UBS Global Asset Management Experience June 2014 - Present
Job Product Development, Product Management & Marketing in Investment Management
Industry Investment Management
Experience
UBS Global Asset Management   June 2014 - Present
GE Asset Management  January 2010 - May 2014
GE Asset Management  January 2001 - December 2009
GE Capital Commercial Real Estate  January 2000 - December 2000
GE Capital Structured Finance Group  July 1997 - December 1999

Skills
Asset Management, Product Development, Marketing Research, Analytics, Product Management, Bloomberg, Portfolio performance..., Statistical Data..., Emerging Market Debt, Strategic Marketing, Project management, China Investment..., Fixed Income, Equities, Investment Management, Market Research, Portfolio Management, Marketing Strategy, Due Diligence, Business Development, Project Management, Portfolio Performance...

Education
University of Bridgeport   1994 — 1997
MBA, Business Management

Southern Connecticut State University
MLS, Library Science

Tianjin University
B.A., English for Science and Technology

Katrina Winiecki Dee Katrina Winiecki Dee Chicago, Illinois Details
Katrina Winiecki Dee's UBS Global Asset Management Experience 1999 - 2003
Job Managing Director at MB Investments
Industry Investment Management
Experience
MB Investments  June 2011 - Present
Merrill Lynch  November 2009 - March 2011
Glenwood Capital Investments   July 2003 - August 2009
UBS Global Asset Management   1999 - 2003
Ernst & Young  1994 - 1998

Skills
Hedge Funds, Alternative Investments, Investments, Financial Services

Education
Saint Mary's College
BBA, Accounting and Finance

Dan Neuger Dan Neuger Greater New York City Area Details
Dan Neuger's UBS Global Asset Management Experience September 2013 - Present
Job Portfolio Manager at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   September 2013 - Present
PineBridge Investments  June 2002 - June 2012

Skills
Asset Managment, Hedge Funds, Fixed Income, Alternative Investments, Securities Lending, Equities, Portfolio Management, Equity Research, Marketing, Asset Management, Capital Markets, Private Equity, Emerging Markets, Investments, Financial Services, Investment Management, Fund Of Funds, Asset Allocation, Bloomberg, Bonds

Education
University of Minnesota - Carlson School of Management   2000 — 2002
Master of Business Administration (MBA), Finance and Accounting

St. Olaf College   1991 — 2000
ba, economics

Princeton High School   1987 — 1991

Catherine Schuster Catherine Schuster Hartford, Connecticut Area Details
Catherine Schuster's UBS Global Asset Management Experience July 2004 - Present
Job Head of Communications and Client Services,Real Estate US at UBS Global Asset Management
Industry Real Estate
Experience
UBS Global Asset Management   July 2004 - Present
CIGNA Investment Management  2003 - 2004
CIGNA Investment Management  2000 - 2003
CIGNA Investment Management  1998 - 1999
The Farley Company   1985 - 1990

Skills
Due Diligence, Asset Managment, Investments, Real Estate, Analysis, Portfolio Management, Asset Management, Marketing, Budgets, Management, New Business Development, Business Analysis, Valuation, Leadership, Entrepreneurship

Education
University of Massachusetts, Amherst   1982 — 1984
MA, Economics

Smith College   1976 — 1980
BA, Economics

Universidad Complutense de Madrid   1978 — 1979

Chris Mika Chris Mika Greater Chicago Area Details
Chris Mika's UBS Global Asset Management Experience December 2008 - Present
Job Derivatives Analyst at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   December 2008 - Present
Energy USA   August 2004 - November 2008
ABN AMRO Asset Management  1998 - 2005
chicago capital management   1992 - 1999
chicago title & trust  1990 - 1992

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

Education
Purdue University

Nelly Grigorian, PHR, MBA Nelly Grigorian, PHR, MBA Greater Chicago Area Details
Nelly Grigorian, PHR, MBA's UBS Global Asset Management Experience January 2009 - December 2009
Job at
Industry Human Resources
Experience
Lundbeck  May 2015 - Present
BMO Harris Bank  January 2014 - April 2015
Northern Trust  May 2012 - January 2014
Northern Trust  February 2010 - May 2012
UBS Global Asset Management   January 2009 - December 2009

Skills
Talent Management, Applicant Tracking..., Analysis, Human Resources, Leadership, Management, Process Improvement, Performance Management, Onboarding, Strategic Planning

Education
Quinlan School of Business, Loyola University Chicago   2008 — 2010
MBA

Monica Kelsey Monica Kelsey Greater Chicago Area Details
Monica Kelsey's UBS Global Asset Management Experience June 2000 - August 2004
Job Chief Financial Officer at Madison Capital Funding
Industry Financial Services
Experience
Madison Capital Funding  September 2004 - Present
UBS Global Asset Management   June 2000 - August 2004
PricewaterhouseCoopers  September 1988 - June 2000

Skills
Alternative Investments, Strategic Planning, Financial Modeling, Finance, Due Diligence, Private Equity, Financial Reporting, Mergers & Acquisitions, Management, Budgets, Mergers, Financial Analysis, Mutual Funds, Portfolio Management, Asset Management, Financial Structuring, Consolidation, CPA, Competitive Analysis, Internal Controls

Education
Northwestern University - Kellogg School of Management   2007 — 2009
MBA

Daniel Furey Daniel Furey Greater Los Angeles Area Details
Daniel Furey's UBS Global Asset Management Experience October 1997 - August 2002
Job Executive Director at UBS
Industry Financial Services
Experience
UBS  September 2013 - Present
Craton Equity Partners   August 2011 - June 2013
Strategic Value Partners  July 2009 - September 2011
Sandell Asset Management  April 2008 - July 2009
Merrill Lynch Global Markets & Investment Banking   July 2004 - June 2007
UBS Global Asset Management   October 1997 - August 2002
United States Marine Corps  June 1987 - February 1991

Skills
Private Equity, Equities, Risk, Alternative Investments, Hedge Funds, Venture Capital, Financial Risk, Asset Management, Business Development, Capital Markets, Due Diligence, Emerging Markets, Finance, Financial Modeling, Fixed Income, Fund Of Funds, Investment Banking, Investment Management, Special Situations, Valuation, Portfolio Management, Investments

Education
The University of Chicago Booth School of Business   1999 — 2002
MBA, Finance

Southern Illinois University, Carbondale   1990 — 1994
Bachelor of Arts, Economics

Nancy Johnson, CFA Nancy Johnson, CFA Greater Chicago Area Details
Nancy Johnson, CFA's UBS Global Asset Management Experience February 1993 - July 2012
Job Head of Client Service at Legal & General Investment Management America
Industry Financial Services
Experience
Legal & General Investment Management America  July 2012 - Present
UBS Global Asset Management   February 1993 - July 2012
Yasuda Trust and Banking   May 1989 - February 1993
Toronto Dominion Bank  September 1985 - February 1989
Federal Reserve Bank of Chicago  September 1983 - September 1985

Skills
Asset Management, Client Service, Asset Managment, Asset Allocation, Derivatives, Fixed Income, Equities, Alternative Investments, Series 7, Securities, Client Services, Back Office, Risk Management, Financial Services, Mutual Funds, Hedge Funds, Bloomberg

Education
Northwestern University - Kellogg School of Management   1986 — 1989
MBA, Finance, Int'l Business, Marketing

Bradfield Heiser Bradfield Heiser Austin, Texas Details
Bradfield Heiser's UBS Global Asset Management Experience June 2005 - September 2007
Job Vice Presdient at Heiser Development
Industry Real Estate
Experience
Heiser Development   January 2009 - Present
Prescott Realty Group  September 2007 - December 2008
UBS Global Asset Management   June 2005 - September 2007
Archon Group L.P   June 2003 - June 2005
Transwestern Commercial Services  May 2002 - April 2003

Skills
Valuation, Leases, Investments, Real Estate, Portfolio Management, Commercial Real Estate, Finance, Mergers & Acquisitions, Loans, Due Diligence, Disposition, Acquisitions, Real Estate Economics, Capital Markets

Education
Southern Methodist University - Cox School of Business   2007 — 2009
MBA, Entrepreneurial & Strategy / Real Estate

The University of Texas at Austin - Red McCombs School of Business   1998 — 2003
BBA, Finance & Accounting

Henry He Henry He Greater Chicago Area Details
Henry He's UBS Global Asset Management Experience January 2012 - Present
Job Director of Fixed Income Development at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   January 2012 - Present
Buttonwood Group Trading, LLC  February 2009 - December 2011
Bank of America  January 2005 - February 2008

Skills
Algorithmic Quant..., Trading Systems, IT Management

Education
University of Illinois at Urbana-Champaign
MS, Computer Science

Southern Illinois University, Carbondale
Doctor of Philosophy (Ph.D.), Econometrics and Quantitative Economics

Xiamen University
MS, Mathematics

Moshe Dayan Vampu John Moshe Dayan Vampu John Greater New York City Area Details
Moshe Dayan Vampu John's UBS Global Asset Management Experience August 2008 - September 2009
Job Software Engineer at IBS
Industry Computer Software
Experience
JP Morgan Chase  October 2009 - Present
UBS Global Asset Management   August 2008 - September 2009
AllianceBernstein  March 2007 - July 2008
Lehman Brothers  January 2006 - April 2007
Ness Technologies  2004 - 2006
Fusion Technlogies   June 2002 - July 2004

Education
Osmania University

Joe Rodriguez/NYLIM Joe Rodriguez/NYLIM Greater New York City Area Details
Joe Rodriguez/NYLIM's UBS Global Asset Management Experience 2002 - 2005
Job Director at MainStay Investments/New York Life
Industry Investment Management
Experience
MainStay Investments  January 2007 - Present
AllianceBernstein  2005 - 2007
UBS Global Asset Management   2002 - 2005
JPMorgan Chase  1999 - 2002
Citi  1988 - 1999
Citi  1988 - 1999

Skills
Investments, Mutual Funds, Asset Management, Portfolio Management, Capital Markets, Economics, Equities, Fixed Income, Brokerage, Marketing, Sales Management, Alternative Investments, Hedge Funds, Business Strategy, Financial Modeling, Derivatives, Due Diligence, Corporate Finance, Investment Management, Investment Strategies

Education
Pace University - Lubin School of Business   1990 — 1993
Master of Business Administration (MBA), Economics

St. John's University   1986 — 1988
Bachelor of Science (BS), Finance

Joe Varnas Joe Varnas Greater New York City Area Details
Joe Varnas's UBS Global Asset Management Experience March 2001 - November 2005
Job CEO, APX Incorporated
Industry Oil & Energy
Experience
APX, Inc  Head of Environmental MarketsNYSE BlueJune 2008 - April 2012
Marsh  November 2005 - June 2008
UBS Global Asset Management   March 2001 - November 2005
Merrill Lynch  1995 - 1999
Prudential Mutual Funds   1988 - 1994

Education
Columbia Business School   1992 — 1993
MBA, Finance, Marketing, Management, International Business

Pace University - Lubin School of Business   1985 — 1989
BBA, Finance

John Raffles John Raffles Greater Chicago Area Details
John Raffles's UBS Global Asset Management Experience June 2008 - August 2008
Job Regional Client Solutions Consultant Manager at Morningstar
Industry Financial Services
Experience
Morningstar  July 2013 - Present
Morningstar  December 2011 - July 2013
Morningstar  April 2011 - December 2011
Morningstar  December 2009 - April 2011
Lake Forest High School  August 2009 - October 2009
UBS Global Asset Management   June 2008 - August 2008
Merrill Lynch  June 2007 - August 2007
Williams-Sonoma, Inc.   2003 - 2004

Skills
Outstanding Customer..., Critical Thinking, Creative Problem Solving, Investments, Asset Allocation, Mutual Funds, Closed-end Funds, ETFs, Performance Reporting, Fund Analysis, Business Relationship..., Performance Attribution, Portfolio Optimization, Account Management, Separately Managed..., Customer Service, Business Development, Relationship Management, Wealth Management, Equities, Fixed Income, Financial Markets, Hedge Funds, Financial Services, Analysis, Portfolio Management, Asset Management

Education
The University of Chicago - Booth School of Business   2011 — 2014
Master of Business Administration (M.B.A.), Finance, Managerial and Organization Behavior, Entrepreneurship

Principia College   2005 — 2009
BA, Business Administration Major, Economics and History Minors

Lake Forest High School   2001 — 2005

Vicki Heller Vicki Heller Greater Chicago Area Details
Vicki Heller's UBS Global Asset Management Experience 2000 - 2001
Job President & CEO at Entity Beauty, Inc.
Industry Investment Management
Experience
Entity Beauty, Inc.   2004 - 2015
Lurie Investments, Inc   August 2004 - December 2014
Independent Consultant  2002 - 2004
UBS Global Asset Management   2000 - 2001

Skills
Investments, Financial Analysis, Financial Modeling, Private Equity, Valuation, Portfolio Management, Due Diligence, Asset Management, Alternative Investments, Finance, Mergers & Acquisitions, Equities, Corporate Finance, Financial Reporting, Accounting, Internal Controls, SEC filings, Strategy, Financial Accounting, Capital Markets, Start-ups

Education
Kellogg Graduate School of Management   1994 — 1999
MMA, Strategic Management and Organizational Behavior

University of Michigan   1982 — 1986
Bachelor of Business Administration (B.B.A.), Accounting

Aparna Misra Aparna Misra Greater Chicago Area Details
Aparna Misra's UBS Global Asset Management Experience March 2013 - Present
Job Business Manager / Program Manager at UBS Global Asset Management
Industry Information Technology and Services
Experience
UBS Global Asset Management   March 2013 - Present
UBS  May 2010 - February 2013
UBS  April 2006 - May 2010
ADP Dealer Services  December 2003 - February 2006
HSBC  February 2002 - December 2003

Skills
IT Cost Optimization, Offshoring and..., Process Efficiency, Program Management, Business Analysis, Strategic Planning, Account Management, Project Management, Vendor Management, ITIL, IT Service Management, Service Delivery, Process Improvement, PMI, Business Development, Incident Management, Team Leadership, Business Strategy, Talent Management, Resource Management, CRM, Business Process, Management, Project Delivery, IT Management, Requirements Analysis, IT Strategy, Product Management, Start-ups, IT Operations, Governance, Information Technology, Requirements Gathering, Risk Management, SDLC, Leadership, PMO, Business Process..., PMP, Recruiting, Training, Networking, Outsourcing

Education
Osmania University
Computers Applications

University of Madras
M.Sc(IT), Information Techonology

Jody Harris-Stern Jody Harris-Stern Greater New York City Area Details
Jody Harris-Stern's UBS Global Asset Management Experience 2004 - 2006
Job Head of Business Development and Investor Relations
Industry Financial Services
Experience
Westchester Capital Management L.L.C.   March 2010 - Present
Alternative Investments   January 2006 - March 2009
UBS Global Asset Management   2004 - 2006
UBS Global Asset Management   January 2001 - January 2004
Phoenix Investment Partners (now Virtus)   January 1999 - January 2001
Zweig Mutual Funds   January 1998 - January 1999
Zweig Mutual Funds   January 1997 - January 1998

Skills
Sales Management, Executive Management, Coaching, Marketing Materials, Alternative Investments, Hedge Funds, Mutual Funds, Investor Relations, New Business Development, Client Service, Business Strategy, Managed Accounts, Market Planning, Change Management, Customer Relations, Financial Services, Marketing, Managing Accounts, Asset Management, Start-ups, Investments, Business Development, Financial Advisory, Funding, Fund Of Funds, Institutional..., Investment Management, Asset Allocation, ETFs, Separately Managed..., Pension Funds, Fixed Income, Investment Advisory, Series 7, Equities, Investment Strategies, Structured Products

Education
Saint Michael's College   1993 — 1997
BA, Business/Economics

Saint Michael's College   1993 — 1997
Bachelor of Arts, Business and Economics; Japanese Studies

Charles W. Grande Charles W. Grande Hartford, Connecticut Area Details
Charles W. Grande's UBS Global Asset Management Experience July 2009 - Present
Job Executive Director Head of Municipal Credit Research at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   July 2009 - Present
UBS AG  2009 - Present
Hartford Investment Management  June 1995 - June 2009

Education
Pace University - Lubin School of Business   1986 — 1989
BA, Finance

Iona College - Hagan School of Business
Master's degree, Business Administration and Management, General

William G. McCoy, CFA William G. McCoy, CFA New York, New York Details
William G. McCoy, CFA's UBS Global Asset Management Experience June 1995 - January 2014
Job Executive Director at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management   January 2014 - Present
UBS Global Asset Management   June 1995 - January 2014
Goldman Sachs Asset Management  1994 - 1995
J.P. Morgan Investment Management   1990 - 1994
Lord Abbett  1983 - 1990

Skills
Asset Managment, Equities, Asset Management, Fixed Income, Alternative Investments, Investments, Asset Allocation, Hedge Funds, Portfolio Management, Financial Risk, Derivatives, Bloomberg, Fund Of Funds, Investment Management, Investment Strategies, Mutual Funds, Performance Measurement

Education
St. Thomas Aquinas College   1979 — 1983
BS, Actuarial Science

James Ling James Ling New York, New York Details
James Ling's UBS Global Asset Management Experience August 2012 - Present
Job Investment Consultant at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   August 2012 - Present
Mainstay Investments  August 2011 - August 2012
National Securities  February 2009 - August 2011

Skills
Series 7, Series 63, Asset Management, Alternative Investments, Hedge Funds, Asset Allocation, Capital Markets, ETFs, Mutual Funds, Fund Of Funds, Financial Advisory, Portfolio Management, Separately Managed..., Investments, Equities, Bloomberg

Education
Rider University   2004 — 2008
Bachelor of Science (BS), Finance

Staten Island Academy   2000 — 2004
High School Diploma

Adam Schrier, CFA Adam Schrier, CFA Greater New York City Area Details
Adam Schrier, CFA's UBS Global Asset Management Experience November 2010 - June 2012
Job Fixed Income Product Manager at Invesco
Industry Investment Management
Experience
Invesco Ltd.  June 2012 - Present
UBS Global Asset Management   November 2010 - June 2012
Morgan Stanley Investment Management  March 2005 - November 2010
GE Industrial Systems  June 2001 - August 2001

Skills
Investments, Fixed Income, Finance, Hedge Funds, Asset Management, Mutual Funds, Fund Of Funds, Bloomberg, Asset Managment, Investment Management, Derivatives, Cash Management, Product Development, Capital Markets, ETFs, Morningstar Direct, Commentaries, Performance Analysis, High Yield Bonds, Emerging Markets, BlackRock Aladdin, Middle Office, Product Management, Process Improvement, Treasury Management, Portfolio Management

Education
New York University - Leonard N. Stern School of Business   2008 — 2011
MBA, Corporate Finance, Management

Rutgers University-New Brunswick
BA, Economics

Ann Hagerman Ann Hagerman Greater Chicago Area Details
Ann Hagerman's UBS Global Asset Management Experience February 2002 - May 2008
Job President, Hagerman & Associates
Industry Financial Services
Experience
Hagerman Associates   January 2012 - Present
Aurora Investment Management  May 2010 - December 2011
Credit Agricole Asset Management Alternative Investments   July 2008 - May 2010
UBS Global Asset Management   February 2002 - May 2008
Ford Motor Company and Ford Credit   1984 - 2002

Education
University of Detroit Mercy   1987 — 1989
MBA, Finance

Saint Bonaventure University   1979 — 1983
BBA, Accounting

Paul Lang Paul Lang Chicago, Illinois Details
Paul Lang's UBS Global Asset Management Experience January 2014 - Present
Job Quantitative Analyst at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   January 2014 - Present
Prudential Financial  September 2011 - January 2014

Skills
Quantitative Finance, VBA, Monte Carlo Simulation, Matlab, R, Portfolio Optimization, Derivatives, C++, Options, Fixed Income, Stable Value, Excel, Bloomberg, Asset Allocation, Capital Markets, Portfolio Management

Education
Rutgers, The State University of New Jersey-New Brunswick   2009 — 2010
M.S, Mathematical Finance

Purdue University   2004 — 2009
B.S, Mechanical Engineering

Bishop McNamara   2000 — 2004

Steven Annunziato Steven Annunziato Greater New York City Area Details
Steven Annunziato's UBS Global Asset Management Experience November 2013 - Present
Job Alternative Investment Specialist at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   November 2013 - Present
Hudson Venture Group   2009 - 2014
UBS  November 2011 - November 2013
UBS Investment Bank  July 2010 - November 2011

Skills
Securities, Microsoft Excel, Series 7, Bloomberg, Hedge Funds, Trading, Equities, Microsoft Word, Series 63, Microsoft Office, Fund Of Funds, Real Estate, Investments, Business Development, Marketing, Marketing Strategy, Asset Management, Asset Allocation, Options, Risk Management, Financial Analysis

Education
Providence College   2005 — 2009
BS, Finance

Jena J. Zoll Jena J. Zoll Greater New York City Area Details
Jena J. Zoll's UBS Global Asset Management Experience January 2010 - May 2010
Job Senior Consultant at EY
Industry Financial Services
Experience
EY  September 2015 - Present
Barclays Investment Bank  June 2014 - August 2015
Brigade Capital Management, LLC   January 2014 - May 2014
Barclays Capital  July 2010 - December 2013
UBS Global Asset Management   January 2010 - May 2010
Marks Paneth & Shron LLP  January 2009 - December 2009
Credit Suisse  June 2009 - August 2009

Skills
Management, Fixed Income, Bloomberg, Risk Management, Program Management, Leadership, Financial Analysis, Training, PowerPoint, Portfolio Management, Capital Markets, Finance, Investment Banking

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

Dominic Schagar Dominic Schagar Greater New York City Area Details
Dominic Schagar's UBS Global Asset Management Experience May 2013 - Present
Job Investment Consultant at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   May 2013 - Present
UBS Global Asset Management   2012 - May 2013
UBS Financial Services, Inc.   2007 - 2012

Skills
Asset Management

Education
Pace University - Lubin School of Business   2003 — 2007

Tara Frey Goss Tara Frey Goss Greater New York City Area Details
Tara Frey Goss's UBS Global Asset Management Experience June 2001 - March 2009
Job Executive Administration at Private Bank
Industry Financial Services
Experience
Investment Bank  April 2013 - Present
NYSE Blue (Formerly APX, Inc)   April 2009 - April 2012
UBS Global Asset Management   June 2001 - March 2009
UBS  1998 - 2009
UBS Global Asset Management   1997 - 2009
PaineWebber Shareholder Services   July 1998 - June 2001

Skills
Mutual Funds, Portfolio Management, Asset Managment, Trading, Equities, Alternative Investments, Series 7, Investments, Asset Allocation, Risk Management, Hedge Funds, Fixed Income, Derivatives, Bloomberg, Financial Analysis, Business Development, Asset Management, Marketing, Management, Analysis, Investment Strategies, Financial Services

Education
Saint Peter's College   2004 — 2008
BSBA, Marketing

Saint Peter's University   2004 — 2008
Marketing

Kovats Real Estate and Insurance School
BSBA, Marketing

Tony Chen, CFA, CCIM Tony Chen, CFA, CCIM Dallas/Fort Worth Area Details
Tony Chen, CFA, CCIM's UBS Global Asset Management Experience 2006 - 2012
Job Asset Management at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs  2014 - Present
Invitation Homes  2012 - 2014
UBS Global Asset Management   2006 - 2012
CSG Investments  2002 - 2006

Skills
Valuation, Cash Flow, Financial Modeling, Fixed Income, Investment Strategies, Business Planning, Analysis, Budgets, Asset Managment, Investment Banking, Alternative Investments, Due Diligence, Mergers & Acquisitions

Education
Texas A&M University - Mays Business School   2001 — 2002
Master, Finance

Renmin University of China   1991 — 1995
Bachelor's degree, Finance, General

Sam Lam Sam Lam Greater New York City Area Details
Sam Lam's UBS Global Asset Management Experience August 2006 - March 2009
Job Asia Pacific Head of Risk Control at UBS
Industry Financial Services
Experience
UBS Global Asset Management Hong Kong   April 2012 - Present
UBS Global Asset Management, New York   March 2009 - April 2012
UBS Global Asset Management   August 2006 - March 2009

Skills
Portfolio Management, Bloomberg, Equities, Fixed Income, Derivatives, Capital Markets, Risk Management, Business Analysis, Asset Managment, Financial Risk, Valuation, Quantitative Finance, Credit Risk, Market Risk, Hedge Funds, Market Data

Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance and Financial Management Services

Joseph Malone Joseph Malone Greater New York City Area Details
Joseph Malone's UBS Global Asset Management Experience October 2001 - November 2007
Job CFO First Eagle Funds at First Eagle Investment Management
Industry Investment Management
Experience
First Eagle Investment Management  July 2008 - Present
Aberdeen Asset Management  November 2007 - July 2008
UBS Global Asset Management   October 2001 - November 2007

Skills
Alternative Investments, Asset Management, Bloomberg, Equities, Fixed Income, Due Diligence, Hedge Funds, Investment Advisory, Investment Management, Investments, Mutual Funds, Portfolio Management, Series 7, Financial Services, Fund Accounting

Education
Pace University   1985 — 1989
Accounting

Jim McCandless Jim McCandless Hartford, Connecticut Area Details
Jim McCandless's UBS Global Asset Management Experience 1996 - Present
Job Managing Director at UBS
Industry Financial Services
Experience
UBS  March 2010 - Present
UBS Global Asset Management   1996 - Present

Skills
Strategic Planning, Financial Analysis, Portfolio Management, Asset Management, Alternative Investments, Investments, Private Equity, Due Diligence, Valuation

Education
Oklahoma State University   1964 — 1968
BS, Animal Science

Punahou School   1961 — 1964
Animal Science/Business

David Graves David Graves Dallas, Texas Details
David Graves's UBS Global Asset Management Experience January 2015 - Present
Job CCIM, RPA, MBA, Texas RE License, Asset Management Services
Industry Real Estate
Experience
UBS Global Asset Management   January 2015 - Present
Equity Office Properties Trust  April 2007 - June 2014
Trammell Crow Company  February 1999 - March 2007
Merit Energy Company  1997 - 1999

Skills
Real Estate Economics, Asset Managment, Leases, Real Estate, Disposition, Corporate Real Estate, Commercial Real Estate, Real Estate Transactions, Lease Administration, Real Estate Development, Property Management, Landlords, Lease Negotiations, Due Diligence, Acquisitions, Real Estate Financing, Valuation, Investment Properties, Portfolio Management, Asset Management

Education
Southern Methodist University - Cox School of Business   2005 — 2006
Master of Business Administration (MBA)

The University of Texas at San Antonio   1993 — 1997
BBA - Accounting

Berkner

Berkner

Marina Derevyannaya Marina Derevyannaya Brooklyn, New York Details
Marina Derevyannaya's UBS Global Asset Management Experience November 2007 - Present
Job Fund Analyst (Product Control Group) at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   November 2007 - Present
The Siegfried Group  January 2005 - November 2007
Ernst & Young  June 1998 - December 2001
PwC  December 2000 - September 2001

Skills
Fund Of Funds, Hedge Funds, Private Equity, US GAAP, Alternative Investments, Internal Controls, Investment Banking, Financial Reporting, Corporate Finance, Sarbanes-Oxley Act, Financial Analysis, Financial Audits, Financial Accounting, Asset Managment, Accounting

Education
Pace University   1996 — 1998
BBA, accounting

Satya Allala Satya Allala Aurora, Illinois Details
Satya Allala's UBS Global Asset Management Experience December 2000 - July 2012
Job Senior Application Developer at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   December 2000 - July 2012

Education
Osmania University
Bachelor of Engineering (BE), Electronics and Communications Engineering

Cathleen Crandall Cathleen Crandall Neptune, New Jersey Details
Cathleen Crandall's UBS Global Asset Management Experience September 2005 - July 2013
Job at Jennison Associates
Industry Investment Management
Experience
Jennison Associates LLC  July 2013 - Present
UBS Global Asset Management   September 2005 - July 2013
The Tuttle Agency  2003 - 2005
White & Case  2001 - 2003

Education
Penn State University   1996 — 2000
Bachelor of Arts (B.A.), History

Phil Tartaglia Phil Tartaglia Greater New York City Area Details
Phil Tartaglia's UBS Global Asset Management Experience July 2007 - Present
Job Senior Portfolio Manager Fixed Income at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   July 2007 - Present

Education
Pace University-Pleasantville/Briarcliff Campus   1981 — 1985
Accounting

Giovanna Piccininni Giovanna Piccininni Greater New York City Area Details
Giovanna Piccininni's UBS Global Asset Management Experience 1999 - 2004
Job Project Manager at UBS
Industry Financial Services
Experience
UBS Wealth Management  2009 - Present
UBS Wealth Management  2004 - 2009
UBS Global Asset Management   1999 - 2004
Hackensack University Medical Center  1991 - 1999

Skills
Data Analysis, Project Execution, Requirements Analysis, Wealth Management, Process Improvement, Microsoft Excel, Business Process, Change Management, Risk Management, Finance, Project Management, SDLC, Leadership, Mutual Funds, Equities, Financial Services

Education
Ramapo College of New Jersey   1989 — 1992
Bachelor's degree, Business Administration and Management, General

Jesse Brady Jesse Brady Mahopac, New York Details
Jesse Brady's UBS Global Asset Management Experience November 2010 - October 2014
Job Credit Analyst at GE Captial
Industry Financial Services
Experience
GE Capital  October 2014 - Present
UBS Global Asset Management   November 2010 - October 2014
Standard & Poor's   January 2010 - November 2010
Standard & Poor's   April 2010 - July 2010
Standard & Poor's   April 2007 - March 2010
Standard & Poor's   October 2006 - March 2007

Skills
Capital Markets, Bloomberg, Financial Analysis, Fixed Income

Education
Pace University - Lubin School of Business   2006 — 2010
Masters of Business and Administration, Finance and Financial Management Services

Pace University - Lubin School of Business   1999 — 2003
Bachelor's degree, Finance

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