UBS Global Asset Management

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UBS Global Asset Management Employees

Employee
Years
Job
Industry
Rachel Gould Rachel Gould San Francisco, California Details
Rachel Gould's UBS Global Asset Management Experience May 2015 - Present
Job Authorized Officer at UBS Global Asset Management
Industry Real Estate
Experience
UBS Global Asset Management   May 2015 - Present
Realty Income Corporation  May 2013 - April 2015
Realty Income Corporation  February 2013 - May 2013
Realty Income Corporation  August 2012 - February 2013
Colliers International  February 2012 - May 2012
Strategic Development Solutions  October 2011 - December 2011
MJW Investments  July 2011 - September 2011
The Robin Group   July 2010 - December 2010

Skills
Real Estate, Real Estate Development, Leases, Real Estate Economics, Commercial Real Estate, Microsoft Excel, Microsoft Word, Financial Modeling, PowerPoint, Due Diligence, Microsoft Office, Facebook, Management, Valuation, Financial Analysis, Investment Properties, Asset Management, Real Estate Transactions

Education
University of Southern California - Marshall School of Business   2008 — 2012
BS, Business Administration

The Australian National University

Ryan McAndrew, CPA, CIA Ryan McAndrew, CPA, CIA Greater Boston Area Details
Ryan McAndrew, CPA, CIA's UBS Global Asset Management Experience May 2007 - May 2008
Job Supervising Accountant at Liberty Mutual Insurance
Industry Accounting
Experience
Liberty Mutual Insurance  November 2014 - Present
Liberty Mutual Insurance  March 2013 - November 2014
Liberty Mutual  April 2011 - March 2013
Cramer  October 2009 - April 2011
Deloitte & Touche  September 2008 - May 2009
UBS Global Asset Management   May 2007 - May 2008

Education
The University of Connecticut School of Business   2008 — 2010
Masters, Accounting

The University of Connecticut School of Business   2004 — 2008
Bachelors, Accounting

Jamison Yaffa Jamison Yaffa New York, New York Details
Jamison Yaffa's UBS Global Asset Management Experience June 2013 - May 2014
Job Equity Capital Markets Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank  July 2014 - Present
UBS Global Asset Management   June 2013 - May 2014

Skills
Bloomberg, Microsoft Excel, Microsoft Office, Client Relations Skills, Financial Analysis, Financial Modeling, Real Estate, Valuation, Asset Management, Alternative Investments, Investment Advisory, Equity Valuation, Financial Markets, Finance

Education
The University of Connecticut   2010 — 2014
BA, Economics

Hughes James Hughes James United States Details
Hughes James's UBS Global Asset Management Experience 1999 - 2014
Job Dallas, TX & Jackson, WY
Industry Financial Services
Experience
BWR Administration in Jackson Hole, WY   September 2014 - Present
UBS Global Asset Management   1999 - 2014
Allegis Realty Investors   1994 - 1999
Aetna  1984 - 1994
Kenneth Leventhal & Co  1983 - 1984
Arthur Andersen & Co.   1981 - 1983

Skills
Financial Analysis, Microsoft Excel, Microsoft Word

Education
The University of Texas at Austin
Bachelor's Degree, Accounting, Finance & Economics

Eric Emerson Eric Emerson Charlotte, North Carolina Details
Eric Emerson's UBS Global Asset Management Experience 1999 - 2001
Job Vice President Corporate Development
Industry Building Materials
Experience
Associated Materials  January 2014 - Present
Lowe's  2006 - September 2013
Lowe's  2004 - 2006
Lowe's  2003 - 2004
Lowe's  2002 - 2003
UBS Global Asset Management   1999 - 2001
US Navy  1989 - 2000
Boise Cascade Office Products  1997 - 1999
Jernberg Industries  1994 - 1997

Skills
Mergers & Acquisitions, Strategy, Financial Analysis, Business Planning, Strategic Planning, Financial Modeling, Business Strategy, Mergers, New Business Development, Corporate Development, Analysis, Business Development, Leadership, Analytics, Competitive Analysis, Finance, Negotiation, Valuation, Management, Due Diligence, Corporate Finance, Business Valuation, International Business, Joint Ventures, International Business..., Renewable Energy, Forecasting, Investments, Venture Capital, Process Improvement, Strategic Financial..., Retail, Income Statement, Pricing, Executive Management, Cross-functional Team..., Management Consulting, Strategic Partnerships, Market Analysis, E-commerce, Entrepreneurship, Market Research, Business Process..., Strategic Consulting, Business Analysis, Acquisition Integration, Integration, Real Estate Development

Education
The University of Chicago - Booth School of Business
MBA, Finance and Business Economics

University of Pennsylvania
BS, Mechanical Engineering

Alejandra Calbimonte Alejandra Calbimonte Miami/Fort Lauderdale Area Details
Alejandra Calbimonte's UBS Global Asset Management Experience January 2007 - March 2010
Job Founder & CEO at TruTru Cakes & More
Industry International Trade and Development
Experience
TruTru Cakes & More   January 2012 - Present
ACDC Imports & Exports LLC   April 2010 - 2012
UBS Global Asset Management   January 2007 - March 2010

Skills
Strategy, Business Planning, New Business Development, Marketing Strategy, Strategic Planning, International Business, Start-ups, Business Strategy, Management, Negotiation, Sales, Public Relations, Project Management, Customer Service, Marketing, Retail, Sales Management

Education
University of Miami   2005 — 2007
Master's degree, International Administration

Suffolk University   1999 — 2001
BSBA, Double Major Business Adm. and Management, General & Finance Minor in International Marketing

Saint Andrew's School   1985 — 1996
Bachelor's degree

Seanna Kim, CFA Seanna Kim, CFA Orange County, California Area Details
Seanna Kim, CFA's UBS Global Asset Management Experience 1994 - 1998
Job Portfolio Manager at BlackRock
Industry Investment Management
Experience
BlackRock  2010 - Present
BlackRock  1998 - 2009
UBS Global Asset Management   1994 - 1998
Merrill Lynch  1992 - 1992
First Interstate Bank  1989 - 1991

Education
The University of Chicago - Booth School of Business
MBA, Finance & Accounting

London School of Economics and Political Science
MSc., Economics

UC Irvine
Bachelor's degree, Economics

Jennifer Layton Jennifer Layton Greater New York City Area Details
Jennifer Layton's UBS Global Asset Management Experience February 2008 - February 2009
Job Analyst at Equity One, Inc
Industry Real Estate
Experience
Equity One, Inc  October 2013 - Present
PricewaterhouseCoopers  August 2009 - Present
Altus Group  August 2010 - September 2013
UBS Global Asset Management   February 2008 - February 2009
UConn - Student Activities Business Office   August 2006 - February 2008
State of Connecticut, Department of Consumer Protection   May 2007 - August 2007

Skills
Real Estate Economics, Real Estate, Financial Modeling, Due Diligence, Valuation, Asset Management

Education
University of Connecticut   2005 — 2009
Finance, Real Estate & Urban Economics

Shawna Macnamara Shawna Macnamara Greater New York City Area Details
Shawna Macnamara's UBS Global Asset Management Experience February 2011 - Present
Job Director, National Accounts at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   February 2011 - Present
Schroder Investment Management North America   July 2007 - November 2010
U.S. Trust Company, NA   October 2002 - July 2007
U.S. Trust Company, NA   February 2000 - October 2002

Skills
Series 7, Asset Management, Mutual Funds, Series 63, Separately Managed..., Alternative Investments, Marketing Strategy, Asset Managment, Relationship Management, National Accounts, Intermediary..., Sustainable and..., Multi-generational...

Education
University of Kentucky   1994 — 1998
B.S.

Texas Woman's University   1992 — 1994

Carlos Diaz Wert Carlos Diaz Wert Puerto Rico area Details
Carlos Diaz Wert's UBS Global Asset Management Experience June 2013 - August 2013
Job Student at Universidad de Puerto Rico
Industry Financial Services
Experience
EY  June 2015 - Present
UBS Global Asset Management   June 2013 - August 2013
Puerto Rico Goverment- Department of Economic Development (La Fortaleza)   June 2012 - July 2012

Skills
Oratory, Microsoft Word, PowerPoint, Microsoft Excel, Writing, Politics, Economics, History, Community Service, Government, Public Speaking, Research, Convincing People, Determination, Perseverance

Education
Universidad de Puerto Rico- Rio Piedras   2012 — 2016

Universidad Complutense de Madrid   2015 — 2015
Accounting and Finance

Academia del Perpetuo Socorro   1999 — 2012
High School

Cort Escherich, CAIA Cort Escherich, CAIA Newport Beach, California Details
Cort Escherich, CAIA's UBS Global Asset Management Experience January 2007 - June 2011
Job Vice President at PIMCO
Industry Investment Management
Experience
PIMCO  June 2011 - Present
UBS Global Asset Management   January 2007 - June 2011
UBS Global Asset Management   September 2005 - December 2007
Camden Capital Management, LLC   July 2005 - September 2005
Countrywide Financial Corporation  June 2004 - September 2004
Accenture, LLC  September 1998 - December 2003

Education
UCLA Anderson School of Management
MBA, Finance & Strategy

University of Southern California
BS, Business Administration

University of Pennsylvania - The Wharton School
AIMSE: Marketing and Investment Management Program

Notre Dame High School

Samuel Kim, CFA Samuel Kim, CFA Greater New York City Area Details
Samuel Kim, CFA's UBS Global Asset Management Experience October 2003 - Present
Job Small Cap Growth Portfolio Manager at UBS
Industry Investment Management
Experience
UBS Global Asset Management   October 2003 - Present
BlackRock  1997 - 2003
Merrill Lynch Asset Management  January 1994 - January 1997

Skills
Mutual Funds, Equities, Investments, Asset Managment, Portfolio Management, Financial Modeling, Valuation, Wealth Management, Financial Analysis, Asset Allocation, Investment Strategies, Equity Research, Investment Management, Bloomberg, Emerging Markets, Series 63, Securities, Investment Banking, Hedge Funds, Capital Markets, Private Equity, Investment Advisory, Equity Derivatives, Series 7, Financial Markets, Derivatives, Equity Valuation, ETFs, Alternative Investments

Education
The Johns Hopkins University   1989 — 1993
BA, Economics

The Lawrenceville School   1986 — 1989

Brad Gu Brad Gu Philadelphia, Pennsylvania Details
Brad Gu's UBS Global Asset Management Experience April 2013 - July 2013
Job Private Equity Investment Analyst at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley  August 2014 - Present
CBRE Clarion Securities  August 2013 - August 2014
UBS Global Asset Management   April 2013 - July 2013
Quanterra Advisors   October 2012 - June 2013
Shenyin & Wanguo Securities Co. Ltd.   June 2010 - August 2010

Skills
Matlab, Microsoft Excel, C++, Bloomberg Terminal, VBA, Financial Modeling, Portfolio Performance..., Econometrics

Education
University of Chicago   2012 — 2013
Master of Science (M.S.), Financial Mathematics

University of California, Los Angeles   2008 — 2011
Bachelor of Science (BSc), Mathematics/Applied Science (Concentration: Actuarial Science)

Lowell Yura Lowell Yura Greater Chicago Area Details
Lowell Yura's UBS Global Asset Management Experience September 2003 - July 2014
Job Managing Director, Head of MultiAsset Solutions at BMO Global Asset Management
Industry Capital Markets
Experience
BMO Global Asset Management  July 2014 - Present
UBS Global Asset Management   September 2003 - July 2014
Disabato Associates   2000 - 2003
Mercer Investment Consulting  1997 - 2000
Towers Watson  1990 - 1997

Skills
Investments, Asset Allocation, Alternative Investments, Hedge Funds, Fixed Income, Equities

Education
The University of Chicago - Booth School of Business   1995 — 1997
MBA

University of Illinois at Urbana-Champaign   1986 — 1990
BS

Dylan Blanks Dylan Blanks San Jose, California Details
Dylan Blanks's UBS Global Asset Management Experience October 2013 - December 2013
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC  September 2014 - Present
UBS Global Asset Management   October 2013 - December 2013
Zolio Inc  September 2013 - November 2013
Target  June 2013 - August 2013

Skills
Public Sector Accounting, SEC Financial Reporting, Accounting, GAAP, SOX 404, Financial Accounting, Data Analytics, Business Analysis, Tax Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Management, Retail, Team Leadership, Cold Calling, Sales, Auditing, 10K, 10Q, Finance

Education
UCLA   2010 — 2014
Bachelor's degree, Business Economics

UCLA   2010 — 2014
Minor, Accounting

Chad Oliver, CFA Chad Oliver, CFA Chicago, Illinois Details
Chad Oliver, CFA's UBS Global Asset Management Experience August 2014 - Present
Job Associate at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   August 2014 - Present
OppenheimerFunds  June 2013 - September 2013
HBK Capital Management  July 2007 - December 2011

Skills
Investments, Financial Analysis, Hedge Funds, Financial Modeling, Investment Management, Analysis, Risk Management, Fixed Income, Equities, Matlab, R

Education
The University of Chicago - Booth School of Business   2012 — 2014
Master of Business Administration (M.B.A.)

University of Oklahoma   2003 — 2007
Bachelor of Business Administration (B.B.A.), Summa cum laude

Emily Johnson, CFP, CDFA Emily Johnson, CFP, CDFA Hilton Head Island, South Carolina Details
Emily Johnson, CFP, CDFA's UBS Global Asset Management Experience June 2007 - November 2009
Job Polaris Capital Advisors, LLC Managing Director
Industry Financial Services
Experience
Polaris Capital Advisors, LLC   November 2009 - Present
DivorceAndQDRO.com   May 2009 - Present
UBS Global Asset Management   June 2007 - November 2009
Merrill Lynch  April 2005 - June 2007

Skills
Finance, Wealth Management, Financial Analysis, Portfolio Management, Real Estate Economics, Equities, Asset Management, Insurance, Securities, Investments, Financial Planners, Retirement Planning

Education
University of South Carolina - The Moore School of Business   2001 — 2003
Master of Business Administration (MBA), International Finance

The University of Texas at Austin   1996 — 2000
Bachelor of Arts (B.A.), Plan II Honors

Jay Eisenhardt Jay Eisenhardt New York, New York Details
Jay Eisenhardt's UBS Global Asset Management Experience September 2013 - Present
Job Quantitative Analyst at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   September 2013 - Present
UBS Global Asset Management   July 2011 - September 2013
UBS Global Asset Management   November 2008 - June 2011
UBS Global Asset Management   November 2004 - September 2008
Northern Trust  August 2004 - November 2004
Northwestern Mutual  May 2003 - May 2004

Skills
Quantitative Investing, Behavioral Finance, Portfolio Optimization, Portfolio Construction, Portfolio Management, Statistical Modeling, Quantitative Research, Economic Research, Financial Modeling, Data Modeling, Econometrics, Matlab, Bloomberg, VBA, R, SAS, E-Views, Barra Aegis, Factset, MS Access, Excel, Reuters Bridge, Callan PEP, PL/SQL, Equities, Axioma

Education
The University of Chicago Booth School of Business
Master of Business Administration, Analytical Finance, Econometrics and Statistics, Economics

University of Missouri-Columbia
BSBA, Finance and Banking, Cum Laude

Kim House Kim House Dallas/Fort Worth Area Details
Kim House's UBS Global Asset Management Experience March 2000 - Present
Job Associate Director Research at UBS Global Asset Management
Industry Real Estate
Experience
UBS Global Asset Management   March 2000 - Present
Allegis Realty Investors   1994 - 2000
Aetna Realty Investors   November 1990 - 1994

Skills
Real Estate, Strategic Planning, Microsoft Office, Microsoft Excel, Market Research, Financial Analysis, Research, Customer Service, PowerPoint, Budgets, Negotiation, Public Speaking, Analysis, Forecasting, Due Diligence, Market Analysis, Business Development, Management, Financial Modeling, Portfolio Management, Real Estate Economics, Asset Management, Risk Management, Finance, Valuation, Mergers & Acquisitions, Commercial Real Estate, Economics, Private Equity

Education
The University of Texas at Dallas   1992 — 1998
Bachelor of Arts (B.A.), Interdisciplinary Studies

Robert Finley Robert Finley Dallas/Fort Worth Area Details
Robert Finley's UBS Global Asset Management Experience October 2000 - August 2003
Job Wealth Management Consultant
Industry Investment Management
Experience
Lone Star Karting, LLC   August 2011 - Present
Onyx Capital Management   February 2010 - Present
American Century Investments  April 2012 - January 2014
Stadion Money Management  April 2010 - April 2012
Janus Capital  March 2005 - April 2010
Berkeley Capital   August 2003 - March 2005
UBS Global Asset Management   October 2000 - August 2003
Clark Lanzen Skalla   December 1998 - October 2000
The Cambridge Group  December 1992 - December 1998

Skills
Wealth Management, Investment Management, Separately Managed..., Mutual Funds, Retirement Planning, Alternative Investments, Series 65, Series 63, ETFs, Hedge Funds, Series 7, Asset Allocation, Series 6, Investment Strategies, Investment Advisory, Asset Managment, Managing Accounts, Fixed Income

Education
University of Pennsylvania - The Wharton School   2006 — 2008
CIMA, Investment Management Consulting

Texas State University   1988 — 1992
B.S., Business & Nutrition

Audri Dinkel Audri Dinkel Greater Chicago Area Details
Audri Dinkel's UBS Global Asset Management Experience March 2010 - August 2013
Job Business Development & Investor Relations at JHL Capital Group LLC
Industry Financial Services
Experience
JHL Capital Group LLC  August 2013 - Present
UBS Global Asset Management   March 2010 - August 2013
UBS Global Asset Management   September 2006 - March 2010
Pennington & Company  May 2005 - August 2006

Skills
Project Management, Finance, Valuation, Data Analysis, Investments, Volunteering, GIPS, Process Engineering, Business Analysis, Strategic Planning, Financial Risk, Relationship Development, Management

Education
University of Kansas   2001 — 2005
Bachelor of Science (BS), Business Administration

Consortium Institute of Management and Business Analysis   2003 — 2003
Finance and International Business

The University of Chicago - Booth School of Business
MBA, Entrepreneurship, Finance, Strategic Management

Paul Tsagaroulis Paul Tsagaroulis Greater Chicago Area Details
Paul Tsagaroulis's UBS Global Asset Management Experience July 2006 - May 2009
Job Director, human capital analytics division, and a PhD student in business psychology
Industry Government Administration
Experience
U.S. General Services Administration   May 2009 - Present
UBS Global Asset Management   July 2006 - May 2009
Allstate  March 2003 - July 2006
GSP Marketing Services, Inc.   September 2001 - March 2003
AT&T Broadband (Comcast)   November 1999 - September 2001
Marshall Field's  October 1997 - November 1999

Skills
Process Improvement, Organizational..., Analytics, Statistics, SPSS, R, Tableau, Information Design, Human Capital Management, Analysis, Human Resources, Leadership, Workforce Planning, Survey Design, Job Analysis, Data Analysis, Personnel Management, Management, Recruiting, Training, Talent Management, Performance Management, Leadership Development

Education
The Chicago School of Professional Psychology   2015 — 2018
Doctor of Philosophy (Ph.D.), Business Psychology, I/O Track

The Chicago School of Professional Psychology   2001 — 2002
MA, Industrial/Organizational Psychology

University of Illinois at Chicago   1989 — 1993
BA, Psychology, Philosophy

Brandon Lieb Brandon Lieb Greater Chicago Area Details
Brandon Lieb's UBS Global Asset Management Experience February 2006 - April 2010
Job Assistant Vice President, Product Development, Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments  April 2010 - Present
UBS Global Asset Management   February 2006 - April 2010
Discover Financial Services  June 2004 - February 2006

Skills
Microsoft Excel, Portfolio Management, Investments, Mutual Funds, Asset Allocation

Education
Syracuse University   2000 — 2004
Bachelor of Science (B.S.), Finance, General

Syracuse University   2000 — 2004
Bachelor of Science (B.S.), Information Management & Technology

Bryn Basiardanes Bryn Basiardanes Houston, Texas Area Details
Bryn Basiardanes's UBS Global Asset Management Experience September 2002 - Present
Job Regional Director at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   September 2002 - Present
Bear Stearns  January 1999 - September 2002

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

Education
Texas Tech University   1989 — 1993
Bachelor of Business, management

Texas Tech University   1989 — 1993
bachelor of arts, spanish

Joshua Rome Joshua Rome Hartford, Connecticut Area Details
Joshua Rome's UBS Global Asset Management Experience August 2014 - Present
Job Research Analyst at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   August 2014 - Present
University of Connecticut  January 2013 - May 2014
C & S wholesale Grocers  July 2007 - July 2012

Skills
Access, Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Leadership, Analysis, Customer Service, Process Improvement, Microsoft Word, Outlook, Team Building

Education
The University of Connecticut
Master's Degree, Economics, 3.788

The University of Connecticut School of Business
Bachelor of Science, Business and Technology, 3.662

Joanna (McCabe) Wrona Joanna (McCabe) Wrona Greater Boston Area Details
Joanna (McCabe) Wrona's UBS Global Asset Management Experience May 2001 - October 2003
Job Events and Administrative Coordinator
Industry Fund-Raising
Experience
The Cancer Research Society   January 2007 - February 2009
UBS Global Asset Management (UK) Ltd   October 2003 - April 2006
UBS Global Asset Management   May 2001 - October 2003
Morgan Stanley  July 1999 - April 2001

Skills
Event Management, Events Coordination, Event Planning, Public Relations, Press Releases, French, Italian, Business Development, Fundraising, Volunteer Management, Volunteer Recruiting, Non-profit Volunteering, Non-profit..., Office Administration, Microsoft Office

Education
The University of Hull   1995 — 1999
BA, French and Italian

Hillfield Strathallan College   1989 — 1995
High School Diploma

Shane Russo Shane Russo Hartford, Connecticut Details
Shane Russo's UBS Global Asset Management Experience July 2014 - Present
Job Real Estate Research & Strategy at UBS Global Asset Management
Industry Real Estate
Experience
UBS Global Asset Management   July 2014 - Present
Travelers  June 2013 - August 2013
Dan Roberti for Congress  May 2012 - August 2012

Skills
Economics, PowerPoint, Microsoft Excel, Microsoft Word, Leadership, Teamwork, Microsoft Office, Public Speaking, Data Analysis, Financial Analysis, Research, Analysis, Time Management

Education
The University of Connecticut   2011 — 2014
Bachelor of Arts (B.A.), Economics

Cheshire High School

Daniel Klueger Daniel Klueger Washington D.C. Metro Area Details
Daniel Klueger's UBS Global Asset Management Experience 2005 - 2006
Job Managing Partner at The Tenant Agency
Industry Real Estate
Experience
The Tenant Agency   August 2015 - Present
Boastify   April 2013 - Present
Cresa  April 2009 - July 2015
Studley  June 2007 - April 2009
UHappen - CollegeMaven, LLC   January 2007 - September 2007
Buccini / Pollin Group  August 2006 - December 2006
UBS Global Asset Management   2005 - 2006
JPMorganChase  2005 - 2006

Skills
Financial Analysis, Brokerage, Strategic Planning, Real Estate Transactions, Negotiation, Business Development, Location Intelligence, New Business Development, Start-ups, Commercial Real Estate..., Entrepreneurship, Portfolio Management

Education
University of Delaware   2003 — 2007
B.S., Finance, Economics, International Business

University of Delaware - Lerner College of Business and Economics   2003 — 2007
B.S., Finance, Economics

Winston Churchill High School   1999 — 2003

Stacey Lane Schroeder, CFA Stacey Lane Schroeder, CFA Greater New York City Area Details
Stacey Lane Schroeder, CFA's UBS Global Asset Management Experience March 2002 - February 2007
Job Financial Services Professional
Industry Financial Services
Experience
Barclays Investment Bank  February 2007 - February 2013
UBS Global Asset Management   March 2002 - February 2007
Lazard Asset Management  October 1999 - March 2002

Skills
Credit Analysis, High Yield, Asset Management, Financial Modeling, Valuation, Relative Value, Investments, Capital Markets, Bloomberg, Leveraged Finance, Portfolio Management, Fixed Income, Bonds, Credit, Loans

Education
The University of Texas at Austin - The Red McCombs School of Business   1995 — 1999
Bachelor of Business Administration (BBA), Finance, General

Episcopal School of Dallas

Dan Bu Dan Bu Hartford, Connecticut Area Details
Dan Bu's UBS Global Asset Management Experience June 2014 - April 2015
Job MBA | Finance| Real Estate| Research
Industry Real Estate
Experience
UConn School of Business  August 2014 - May 2015
UBS Global Asset Management   June 2014 - April 2015
DPC Design Pte Ltd.   October 2011 - April 2012
MIC-NIC Enterprises Pte Ltd.   March 2010 - September 2011
Beijing Skyline Sunrise Trade Co.,Ltd   March 2009 - February 2010
Shenzhen Yancheng Chemicals Co., Limited.   December 2007 - November 2008

Skills
Management, Negotiation, Project Planning, Marketing, Sales, Time Management, Start-ups, Research, Leadership, Microsoft Excel, Market Research, Financial Analysis, Microsoft Office, Financial Modeling, Analysis, Finance, Data Analysis, Strategy, Investments, Valuation, Project Management, PowerPoint

Education
The University of Connecticut   2013 — 2015
Master of Business Administration (MBA)

Qinghai University   2004 — 2007
Bachelor of Economics

Monika Mastalerek Monika Mastalerek San Francisco, California Details
Monika Mastalerek's UBS Global Asset Management Experience January 2011 - November 2013
Job Compliance Officer at Mellon Capital
Industry Investment Management
Experience
UBS Global Asset Management   January 2011 - November 2013

Skills
Equities, Asset Management, Portfolio Management

Education
University of California, Berkeley - Walter A. Haas School of Business   2007 — 2009
Bachelor in Business Administration

Anthony Karaminas Anthony Karaminas Greater New York City Area Details
Anthony Karaminas's UBS Global Asset Management Experience September 2014 - Present
Job Senior Fund Research Analyst
Industry Financial Services
Experience
UBS Global Asset Management   September 2014 - Present
Standard & Poor's   October 2011 - March 2014
Standard & Poor's   January 2008 - October 2011
Goldman Sachs  May 2005 - January 2008
Suncorp Group  December 2004 - May 2005

Skills
Fixed Income, Financial Markets, Research, Economics, Mutual Funds, Hedge Funds, Equities, Due Diligence, Capital Markets, Derivatives, Alternative Investments, Asset Management, Bloomberg, Equity Research

Education
CFA Level III Candidate

Swinburne University of Technology   2000 — 2003
Honours, Business and Economics

Matt Cohen, CIMA Matt Cohen, CIMA Greater New York City Area Details
Matt Cohen, CIMA's UBS Global Asset Management Experience February 2002 - January 2010
Job Head of U.S National Sales Muzinich & Co.
Industry Financial Services
Experience
Muzinich & Co  October 2015 - Present
BlackRock  September 2011 - October 2015
Rydex Investments  January 2010 - September 2011
UBS Global Asset Management   February 2002 - January 2010
Prudential Investments  June 1991 - February 2002

Skills
Separately Managed..., Alternative Investments, Mutual Funds, Asset Allocation, Public Speaking, Relationship Management, ETFs, Hedge Funds, Financial Services, Asset Management, Series 63, Investment Strategies, Fixed Income, Derivatives, Investments, Portfolio Management

Education
University of Connecticut   1987 — 1991
BS, Finance

Fairleigh Dickinson University   1993 — 1995
MBA, Finance/Investments

Justin Bahr Justin Bahr Dayton, Ohio Area Details
Justin Bahr's UBS Global Asset Management Experience February 2008 - June 2008
Job Product Manager at Cisco
Industry Telecommunications
Experience
Cisco  April 2014 - Present
Turnstyle Tickets   January 2005 - Present
NewPage Corporation  November 2013 - April 2014
NewPage Corporation  August 2011 - November 2013
NewPage Corporation  May 2010 - August 2011
NewPage Corporation  March 2009 - May 2010
Reynolds & Reynolds  September 2008 - March 2009
UBS Global Asset Management   February 2008 - June 2008

Skills
Strong analytical skills, Critical Thinking, Financial Analysis, SAP, Business Strategy, Business Analysis, Time Management, Microsoft Office, Analysis, Training, New Business Development, PROS, Complex Problem Solving, Strategic Communications, Project Management, Coaching, Lean Six Sigma..., Sales, Pricing, Product Management, Account Management, Problem Solving, Management, Cross-functional Team..., Marketing

Education
University of Dayton
Finance and History

Peter Jarman Peter Jarman New York, New York Details
Peter Jarman's UBS Global Asset Management Experience February 2014 - Present
Job Director at UBS
Industry Investment Banking
Experience
UBS Global Asset Management   February 2014 - Present
UBS Investment Bank  April 2009 - February 2014
UBS Investment Bank  May 2005 - February 2009

Skills
Fixed Income, Derivatives, Investment Banking, Equities, Operational Risk, Financial Risk

Education
UCL   1999 — 2002
BSc (Hons)

King Edward's School, Bath   1992 — 1999

Marti Ossias Marti Ossias Hartford, Connecticut Area Details
Marti Ossias's UBS Global Asset Management Experience August 2007 - May 2008
Job Sr. Human Resources Business Partner at The Hartford
Industry Insurance
Experience
The Hartford  January 2013 - Present
The Hartford Financial Services Group, Inc.   November 2010 - Present
The Hartford Financial Services Group  January 2009 - November 2010
UConn School of Business  August 2005 - May 2009
Hartford Investment Management  September 2008 - December 2008
UBS Investment Bank  May 2008 - September 2008
UBS Global Asset Management   August 2007 - May 2008

Education
The University of Connecticut School of Business   2006 — 2009
MBA

The University of Connecticut School of Law   2005 — 2009
JD

University of Connecticut   2001 — 2005
BA

WHS

Mitchell Chalsen Mitchell Chalsen Greater New York City Area Details
Mitchell Chalsen's UBS Global Asset Management Experience September 1999 - September 2004
Job
Industry Information Technology and Services
Experience
UBS Investment Bank  2006 - November 2007
UBS Investment Bank  1994 - 2006
UBS Global Asset Management   September 1999 - September 2004
PaineWebber  September 1998 - November 1999
IBM Solutions Delivery  April 1995 - September 1998
IBM Global Services  June 1981 - April 1995

Skills
PMO, Business Analysis, Financial Services, Temporary Placement, SDLC, Derivatives, Vendor Management, Account Management, Agile Methodologies, Agile Project Management, Applicant Tracking..., Business Intelligence, CRM, Consulting, Contract Recruitment, IT Strategy, Enterprise Software, Leadership, Management, PMP, Professional Services, Project Management, Project Portfolio..., Strategy, Technical Recruiting

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

State University of New York at Albany   1977 — 1981
BS

Clakstown H.S. North

Eric Robustelli Eric Robustelli Greater New York City Area Details
Eric Robustelli's UBS Global Asset Management Experience June 2015 - Present
Job Investment Risk Analyst at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   June 2015 - Present
Port Authority of NY & NJ  May 2014 - August 2014
Port Authority of NY & NJ  June 2013 - August 2013

Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Finance, Analysis, Access, PowerPoint, Time Management, Leadership, Microsoft Word, Teamwork, SQL, Data Analysis, Cpr Certified, AED, First Aid, Event Planning, Outlook, Public Speaking, Crisis Management, Research, Community Outreach, Nonprofits, Government, Lifeguarding, Conflict Resolution, Security, Volunteer Management, Policy, Spanish, Fundraising, Teaching, Data Entry, Administration, Critical Thinking

Education
The Catholic University of America   2011 — 2015
B.S.B.A, Finance, General

Mamaroneck High School   2007 — 2011

Kendra LaFountain, PHR Kendra LaFountain, PHR United States Details
Kendra LaFountain, PHR's UBS Global Asset Management Experience August 2010 - August 2011
Job HR Generalist at SM Energy Company
Industry Oil & Energy
Experience
SM Energy Company  May 2012 - Present
UBS Global Asset Management   August 2010 - August 2011
Dwellworks Property Management   May 2010 - September 2010
Future For Kids Arizona   May 2009 - August 2009
Bank of America  September 2005 - July 2006

Skills
Employee Relations, Recruiting, Human Resources

Education
St. Mary's University College   2010 — 2011
Master of Business Administration (M.B.A.), International Business

University of Arizona
BS, Family Studies and Counseling

Philippe Ouellette Philippe Ouellette Montreal, Canada Area Details
Philippe Ouellette's UBS Global Asset Management Experience November 1995 - January 2013
Job Vice President Senior Portfolio Manager, Fixed Income at Fiera Capital Institutional Asset Management
Industry Investment Management
Experience
Fiera Capital - Institutional Asset Management  February 2013 - Present
UBS Global Asset Management   November 1995 - January 2013

Skills
Portfolio Management, Fixed Income, Credit Analysis, Economics, Derivatives Trading, Pension Funds, Risk Management, Asset Management, Derivatives

Education
CFA   1995 — 1997
CFA, Finance, General

Université de Sherbrooke / Sherbrooke University   1994 — 1995
Master's degree, Finance, General

Université de Moncton   1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance, General

David Pologe David Pologe San Francisco Bay Area Details
David Pologe's UBS Global Asset Management Experience July 2005 - December 2011
Job Director Strategic Accounts, AssetMark
Industry Investment Management
Experience
AssetMark  February 2012 - Present
UBS Global Asset Management   July 2005 - December 2011
UBS Financial Services  January 2004 - June 2005
UBS Financial Services  January 2003 - January 2004
UBS Financial Services  February 2002 - January 2003
Tucker Anthony  October 2000 - July 2001
Head of Packaged Products   January 1996 - January 2000
Wood Logan   June 1991 - December 1995
Shearson  1984 - 1985

Education
State University of New York at Albany   1978 — 1982
BA, Economics, Philosophy

Norina Ulici Norina Ulici Toronto, Canada Area Details
Norina Ulici's UBS Global Asset Management Experience 2005 - 2005
Job Manager Performance Analytics at State Street Corporation
Industry Financial Services
Experience
State Street Corporation  2014 - Present
CACEIS Canada Limited  April 2010 - Present
State Street Corporation  2013 - 2014
CACEIS Canada Limited  October 2007 - March 2010
Harmonic Fund Services   January 2006 - October 2007
Gluskin Sheff + Associates  September 2003 - September 2005
UBS Global Asset Management   2005 - 2005
Manulife Financial  June 2001 - August 2003
AGF Management Ltd., Toronto   July 2000 - June 2001
Investors Group, Winnipeg   October 1998 - June 2000

Skills
Portfolio Management, Valuation, Finance, Financial Reporting, Auditing, Hedge Funds, Accounting, Fund Accounting, Internal Controls, Fund Administration, Bloomberg, Equities, Cash Management, Investments, Private Equity, Account Reconciliation, Mutual Funds, Financial Accounting

Education
Certified General Accountant   1997 — 2004
Level IV, Accounting

Canadian Securities Institute   2002 — 2003
Certificate, Finance

Canadian Securities Institute   2001 — 2002
Diploma, Finance

The Investment Funds Institute of Canada   2000 — 2001
Certificate, Mutual Funds Operations

"Babes-Bolyai" University Cluj-Napoca   1980 — 1987
Masters Degree, Accounting and Finance

"Babes-Bolyai" University Cluj-Napoca   1981 — 1985
Undergraduate Studies, Accounting and Finance



Brenda Clarke Brenda Clarke Greater Chicago Area Details
Brenda Clarke's UBS Global Asset Management Experience August 1989 - December 1991
Job Head of Strategic Business Development, PR and Marketing Initiatives at National Financial Partners LTCI Partners, LLC
Industry Financial Services
Experience
National Financial Partners -- LTCI Partners, LLC   June 2006 - Present
Zacks Investment Research  January 1992 - September 1994
UBS Global Asset Management   August 1989 - December 1991
Hewitt Associates  May 1988 - August 1989

Education
University of Illinois at Urbana-Champaign   1984 — 1998
B.S., Mathematics/Finance - With Honors

The University of Chicago Booth School of Business   1991 — 1993
MBA, Finance/Marketing - With Honors

Kenneth Priest Kenneth Priest West Palm Beach, Florida Area Details
Kenneth Priest's UBS Global Asset Management Experience June 2012 - May 2013
Job FP&A Analyst at UTC Building & Industrial Systems
Industry Building Materials
Experience
UTC Building & Industrial Systems  August 2015 - Present
UTC Building & Industrial Systems  February 2015 - August 2015
United Technologies  August 2014 - February 2015
Pratt & Whitney  February 2014 - August 2014
United Technologies  July 2013 - February 2014
UBS Global Asset Management   June 2012 - May 2013
CPAexcel  May 2012 - May 2013
Center for Students With Disabilities  January 2012 - May 2012
Sports Authority  June 2011 - August 2011
Genuardi's  October 2007 - August 2010

Skills
Microsoft Excel, Microsoft Word, Microsoft Office

Education
The University of Connecticut   2009 — 2013
Bachelor of Science, Business; Accounting

David Duggan David Duggan Toronto, Canada Area Details
David Duggan's UBS Global Asset Management Experience December 2011 - Present
Job Account Manager at UBS Global Asset Management
Industry Accounting
Experience
UBS Global Asset Management   December 2011 - Present
VenGrowth  July 2011 - December 2011
Automatic Data Processing  December 2010 - July 2011
Bank of New York Mellon  December 2009 - September 2010
Citco Fund Services  September 2004 - March 2008

Skills
Fund Accounting, Hedge Funds, Bloomberg, Reconciliations, Accounting, Fund Administration, Account Reconciliation, Investor Relations, Equities, Alternative Investments, Fixed Income, Mutual Funds, Asset Management, Financial Reporting

Education
University College Dublin   2002 — 2004
BComm, Accounting

The High School Dublin

The High School Dublin

Andrew Shoup Andrew Shoup Greater New York City Area Details
Andrew Shoup's UBS Global Asset Management Experience July 2006 - Present
Job Managing Director at UBS
Industry Financial Services
Experience
UBS Global Asset Management   July 2006 - Present
Citigroup/Legg Mason   June 1993 - July 2006
National Securities & Research Corp   June 1989 - June 1993
Ernst & Young (Formerly E&W)   June 1978 - June 1989

Skills
Global Mutual Fund..., Global Valuations, Complex Fund Structures, Alternative Investments, Mutual Funds, Funding, Vendor..., Developing/Implementing..., Chair Global Valuation..., Auditing, Finance, Financial Risk, Fund Accounting, Fund Administration, Hedge Funds, Investments, Leadership, Valuation

Education
The Ohio State University   1974 — 1978
BSBA, Accounting

Jessica Kate Jakobovic Jessica Kate Jakobovic Charlottesville, Virginia Area Details
Jessica Kate Jakobovic's UBS Global Asset Management Experience 2000 - 2002
Job Accounting & Information Manager at Big Rock Inc.
Industry Information Services
Experience
Big Rock Inc.   April 2011 - Present
SNL Financial  August 2010 - June 2011
Greene County Economic Development Authority   November 2008 - February 2010
Fried, Frank, Harris, Shriver & Jacobson, LLP   July 2005 - January 2006
Cravath, Swaine & Moore LLP   June 2004 - February 2005
Curtis, Mallet-Prevost, Colt & Mosle LLP   June 2003 - July 2004
Orrick, Herrington & Sutcliffe LLP   April 2002 - June 2003
UBS Global Asset Management   2000 - 2002
Performance of a Lifetime  April 2000 - April 2001

Skills
Data Analysis, Editing, Event Planning, Customer Service, All Accounting Processes, QuickBooks, Public Relations, Microsoft Office, Type 75 WPM, Press Releases, Marketing, PowerPoint, Public Speaking, Teaching, Management, Nonprofits, Research, Organization, Microsoft Excel, Microsoft Word, Newsletters, Proofreading, Sales, Event Management, Leadership, Training, Social Media, Adobe Acrobat, Adobe InDesign, Mac OS

Education
Stony Brook University   2006 — 2008
BA, Linguistics

Vassar College   1995 — 1997
Chemistry major, mathematics minor

Dawn Tutje Dawn Tutje Greater New York City Area Details
Dawn Tutje's UBS Global Asset Management Experience 2003 - 2004
Job Executive Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management  November 2011 - Present
GE Asset Management  January 2008 - November 2011
US Trust - New York   2004 - 2007
UBS Global Asset Management   2003 - 2004
Zurich Scudder Investments (Scudder Investments)   1994 - 2002
Scudder Stevens & Clark  1994 - 2002
Irving Trust / Bank of New York   1986 - 1994

Skills
Alternative Investments, New Business Development, Mutual Funds, Asset Allocation, Asset Managment, Investments, Investment Management, Portfolio Management, Asset Management, Hedge Funds, Series 7, Equities, Investment Strategies, Fixed Income, Securities, Financial Services, Wealth Management, Series 63

Education
The University of Texas at Austin
Bachelor of Arts

University of Wisconsin-Madison

Aaron Kilberg Aaron Kilberg Greater New York City Area Details
Aaron Kilberg's UBS Global Asset Management Experience June 2011 - January 2015
Job Director, Business Development at Standard Life Investments
Industry Investment Management
Experience
UBS Global Asset Management   June 2011 - January 2015
Aviva Investors  2009 - 2011
Kern Capital Management LLC   2005 - 2008
Timessquare Capital Mgt Inc   2001 - 2005
Neuberger Berman  1991 - 2001
Bankers Trust  1988 - 1991
Buck Consultants  1986 - 1988
Segal Rogerscasey  1983 - 1986

Skills
Alternative Investments, Hedge Funds, Growth Equities, Equities, Investment Strategies, Fixed Income, Investments, Asset Allocation, Asset Management, Fund Of Funds, Wealth Management, Series 63, Emerging Markets, Institutional..., Mutual Funds

Education
New York University - Leonard N. Stern School of Business   1986 — 1989
MBA

Stony Brook University   1979 — 1983
B.A.

Ben Solari Ben Solari Cambridge, Massachusetts Details
Ben Solari's UBS Global Asset Management Experience June 2011 - May 2012
Job Account Executive at InsightSquared
Industry Computer Software
Experience
InsightSquared  February 2015 - Present
InsightSquared  July 2014 - January 2015
Trillium Trading, LLC  August 2012 - June 2014
Rise Up Leadership Development Program   January 2012 - January 2014
UBS Global Asset Management   June 2011 - May 2012
Rosetta Stone  June 2010 - August 2010
ESPN  July 2009 - February 2010
Uconn Admissions Office   August 2008 - January 2010

Skills
Analysis, Finance, Leadership, Data Analysis, Management, Salesforce.com, Microsoft Excel, Sales, Portfolio Management, PowerPoint, Statistics, Public Speaking, Entrepreneurship, Investments, Financial Modeling, Teamwork, Stock Market

Education
The University of Connecticut   2008 — 2012
Bachelor of Science (B.S.), Finance, 3.5

Scott Payseur Scott Payseur Brooklyn, New York Details
Scott Payseur's UBS Global Asset Management Experience January 2008 - Present
Job Executive Director at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   January 2008 - Present
Insightful Corporation  March 2006 - December 2007
University of Washington  March 2003 - March 2007
ShareBuilder  1999 - 2002
Starwave  1998 - 1999
StorageTek  January 1997 - January 1998

Skills
Financial Econometrics, Econometrics, Time Series Analysis, Data Science, R, Financial Modeling, Portfolio Management, Asset Management, Equities, Risk Management, High Frequency Trading, Fixed Income, Economics, Databases, Statistics, Python, Analytics, Research, Data Mining, Data Analysis, Quality Assurance

Education
University of Washington   2002 — 2007
PhD, Econometrics

University of Colorado Boulder   1994 — 1998
BS, Computer Science

University of Wollongong   1996 — 1997
Abroad, Study Abroad

William O'Hara William O'Hara Greater New York City Area Details
William O'Hara's UBS Global Asset Management Experience January 2013 - June 2013
Job Debt Capital Markets FIG Analyst Credit Suisse Securties (USA) LLC
Industry Investment Banking
Experience
Credit Suisse  February 2014 - Present
UBS Global Asset Management   January 2013 - June 2013
Northeastern University  2013 - 2013
Goldman Sachs  January 2012 - July 2012
PwC  January 2011 - May 2011

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Bloomberg, Financial Analysis, Corporate Finance, Accounting, Financial Reporting, Finance, Outlook, Investments, Data Analysis, Financial Statement..., Partnership Taxation, Bloomberg Terminal, Credit, Fixed Income, Capital Markets

Education
Northeastern University   2010 — 2014
BSBA, Accounting and Finance, 3.9/4.0

London School of Economics and Political Science   2011 — 2011
Summer Program 2011, Finance, A

Bo Peng Bo Peng Chicago, Illinois Details
Bo Peng's UBS Global Asset Management Experience June 2015 - Present
Job Summer Analyst at UBS Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   June 2015 - Present
italki  June 2014 - August 2014
BlueFocus PR   July 2013 - August 2013
Mid-Hudson Heritage Center   January 2013 - May 2013

Skills
Event Planning, Microsoft Word, Mandarin, PowerPoint, Teamwork, Research, Microsoft Excel, Capital Markets, Analysis, Economics, Presentation Skills, Data Analysis, Pension Funds, Entrepreneurship, Macroeconomics, Social Media, Start-ups, Marketing, Community Outreach, WordPress, Asset Management, Nonprofits, Microsoft Office, Public Speaking

Education
Vassar College   2012 — 2016
Bachelor’s Degree, Economics & Urban Studies

UCL   2015 — 2015
Bachelor's Degree, Economics

Minnesota Valley Lutheran High School   2009 — 2012
High School

Scott Hazen Scott Hazen Greater Chicago Area Details
Scott Hazen's UBS Global Asset Management Experience August 2004 - September 2009
Job Partner at Adams Street Partners
Industry Venture Capital & Private Equity
Experience
Adams Street Partners  October 2009 - Present
UBS Global Asset Management   August 2004 - September 2009
UBS Global Asset Management   July 1998 - July 2004
Brinson Partners, Inc.   July 1992 - June 1998

Education
The University of Chicago Booth School of Business   1994 — 1997
Master of Business Administration (MBA), International Finance

University of Notre Dame   1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance, General

Nicholas Godino Nicholas Godino Brooklyn, Connecticut Details
Nicholas Godino's UBS Global Asset Management Experience June 2015 - Present
Job Summer Intern at UBS Global Asset Management
Industry
Experience
UBS Global Asset Management   June 2015 - Present
University of Connecticut  August 2014 - Present
Mansfield Community Center  October 2013 - August 2014
Ruffalo Cody  June 2013 - September 2013

Skills
PowerPoint, Microsoft Excel, Public Speaking, Real Estate, Microsoft Word, Teamwork, Finance

Education
The University of Connecticut School of Business   2013 — 2016
Bachelor of Science in Business, Real Estate, Junior

Nicole Durchak Nicole Durchak Stamford, Connecticut Details
Nicole Durchak's UBS Global Asset Management Experience November 2014 - Present
Job Product Controller at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   November 2014 - Present
Larch Lane Advisors LLC  February 2013 - November 2014
Larch Lane Advisors LLC  November 2010 - February 2013
State Street  October 2008 - November 2010

Education
The University of Connecticut
Finance

Ross Lieb Ross Lieb Chicago, Illinois Details
Ross Lieb's UBS Global Asset Management Experience June 2007 - August 2007
Job Manager, Financial Planning & Analysis at EVRAZ North America
Industry Mining & Metals
Experience
EVRAZ North America  July 2015 - Present
Deloitte  September 2011 - June 2015
Deloitte  October 2009 - August 2011
Deloitte  June 2008 - August 2008
UBS Global Asset Management   June 2007 - August 2007
Chicago Bulls  2003 - 2005

Education
The University of Chicago Booth School of Business   2015 — 2018
Master of Business Administration (MBA)

Syracuse University - Martin J. Whitman School of Management
Bachelor of Science (B.Sc.), Finance, Accounting & Marketing

Danielle Ferguson Danielle Ferguson Greater New York City Area Details
Danielle Ferguson's UBS Global Asset Management Experience December 2006 - January 2007
Job
Industry Financial Services
Experience
Wells Fargo Securities  June 2008 - June 2013
Bear Stearns  May 2007 - August 2007
UBS Global Asset Management   December 2006 - January 2007

Education
Tufts University   2004 — 2008
BA

Samuel Kyu Hyun Lee Samuel Kyu Hyun Lee Los Angeles, California Details
Samuel Kyu Hyun Lee's UBS Global Asset Management Experience January 2013 - March 2013
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch  July 2015 - Present
CareerDean   September 2014 - March 2015
Bank of America Merrill Lynch  June 2014 - August 2014
Siemer & Associates  June 2013 - December 2013
First Republic Bank  April 2013 - June 2013
UCLA Anderson School of Management, Office of Development   June 2012 - May 2013
UBS Global Asset Management   January 2013 - March 2013

Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Teaching, HTML, Public Speaking, Wealth Management..., Investment Banking, Social Media, Capital IQ, Salesforce, Management, Microsoft Office

Education
UCLA   2010 — 2014
Bachelor of Arts (B.A.), Business/Managerial Economics

Valley Christian High School   2006 — 2010
High School Diploma

Gurveer Kehal Gurveer Kehal Toronto, Canada Area Details
Gurveer Kehal's UBS Global Asset Management Experience September 2010 - December 2010
Job Analyst at CI Investments Inc.
Industry Investment Management
Experience
CI Investments Inc. – Canada’s Investment Company   January 2015 - Present
CIBC Asset Management  September 2011 - August 2013
UBS Global Asset Management   September 2010 - December 2010
Genuity Capital Markets  January 2010 - April 2010
Unilever  April 2009 - August 2009
Loblaw Companies  May 2008 - August 2008

Skills
Financial Analysis, Financial Modeling, Equities, Investments, Equity Research, Valuation, Business Strategy, Investment Banking, Finance, Business Analysis, Bloomberg, Capital Markets, Corporate Finance, Fixed Income, Microsoft Excel, Investment Management

Education
University of Cambridge   2013 — 2014
Master of Finance (MFin)

Wilfrid Laurier University   2007 — 2011
Bachelor of Business Administration (B.B.A.) Honours, Finance, Minor in Economics, High Distinction

Margaux O'Donnell Roberts Margaux O'Donnell Roberts Hartford, Connecticut Area Details
Margaux O'Donnell Roberts's UBS Global Asset Management Experience January 2007 - June 2007
Job Senior Solutions Associate at Prudential Financial
Industry Financial Services
Experience
Prudential Financial  November 2011 - Present
Prudential Retirement  2009 - November 2011
Virtus Investment Partners  November 2007 - May 2009
UBS Global Asset Management   January 2007 - June 2007
ForstmannLeff  October 2001 - December 2006

Skills
Marketing Strategy, Mutual Funds, Series 63, Investments, Asset Management, Asset Allocation, Financial Services, Retirement Planning, 401k

Education
Villanova University   1998 — 2001
Finance and Marketing

The Catholic University of America   1997 — 1998
Finance

Katrin Malin Katrin Malin New York, New York Details
Katrin Malin's UBS Global Asset Management Experience September 2008 - February 2012
Job Director of Independent Sales at FridaBaby
Industry Financial Services
Experience
FridaBaby   April 2015 - Present
Global Wealth Allocation   November 2012 - December 2014
MobileFuse  March 2012 - June 2012
UBS Global Asset Management   September 2008 - February 2012
UBS Wealth Management  August 2006 - September 2008

Skills
Alternative Investments, Asset Management, Asset Allocation, Business Development, Equities, Investments, Mutual Funds, Series 7

Education
Tulane University - A.B. Freeman School of Business   2002 — 2006
Bachelor of Science (BS), Finance, General

Jean-Carlo Donati Jean-Carlo Donati Greater New York City Area Details
Jean-Carlo Donati's UBS Global Asset Management Experience June 2014 - Present
Job Head of Talent at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management   August 2015 - Present
UBS Global Asset Management   June 2014 - Present
UBS Global Asset Management   January 2007 - June 2014
UBS Wealth Management  September 1998 - December 2006
Clariant  December 1996 - September 1998

Skills
Asset Managment, Business Strategy, Mergers, Strategy, Organizational..., Management, Program Management, Recruiting, Asset Management, Coaching, Team Leadership, Leadership, Marketing, Analysis, Sales Management, Performance Management, Change Management, Management Consulting, Human Resources, Leadership Development, Employee Engagement, Organizational Design, Mergers & Acquisitions, Sales Trainings

Education
Universität Basel   1990 — 1996
MA, Economics, Business Admin, Marketing and International Trade

Jann Mirchandani Jann Mirchandani Greater New York City Area Details
Jann Mirchandani's UBS Global Asset Management Experience 1996 - 1999
Job Catering to the online marketing needs of small and midsized businesses. Soup to nuts digital strategy, implementation.
Industry Marketing and Advertising
Experience
Westchester Marketing Cafe LLC   October 1998 - Present
UBS Global Asset Management   1996 - 1999
Alliance Capital Management  1993 - 1996

Skills
Wordpress Design, Email Marketing, Social Media Marketing, SEO, Online Advertising, Website Development, Marketing, Blogging, Web Design, Social Media, Marketing Communications, Web Marketing, Public Speaking, Non-profits, Facebook, Social Networking, SEM, Digital Marketing, Marketing Strategy, Integrated Marketing, WordPress, Strategy, Small Business, Nonprofits, Online Marketing, Web Development, Entrepreneurship

Education
State University of New York at Buffalo   1986 — 1990
BA, Psychology, minor Business Administration

Niskayuna High School   1982 — 1986

Westchester Community College

Dominique Davis Dominique Davis Greater Atlanta Area Details
Dominique Davis's UBS Global Asset Management Experience June 2002 - August 2004
Job Regional Performance Manager at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial Services   December 2013 - Present
E*TRADE Financial Corporate Services  2011 - December 2013
UBS Financial Services  August 2004 - 2010
UBS Global Asset Management   June 2002 - August 2004

Skills
Investments

Education
Stony Brook University
BA

Chirag Maru Chirag Maru Greater Chicago Area Details
Chirag Maru's UBS Global Asset Management Experience June 2015 - Present
Job Director, Fixed Income at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   June 2015 - Present
IRON Financial   January 2011 - February 2015
Knight Capital Group  June 2010 - December 2010
OPNET Technologies Inc.  June 2005 - May 2010
Good Harbor Financial   June 2009 - August 2009
OPNET Technologies  June 2003 - May 2005
OPNET Technologies  June 2000 - May 2003

Skills
Alternative Investments, Analysis, Quantitative Finance, Programming, Credit Derivatives, Fixed Income Strategies, Systems Engineering, Options, Asset Allocation, High Yield Bonds, Quantitative Investment..., Investment Strategies, Equity Derivatives, Convertible Securities, Portfolio Construction, Credit Analysis, Portfolio Management, Management, Asset Management, Bloomberg, Fixed Income

Education
The University of Chicago - Booth School of Business
MBA, Accounting, Analytic Finance and Economics

University of Maryland College Park   1998 — 2000
MEng, Systems Engineering

Bhilai Institute of Technology   1994 — 1998
BE (Honors), Mechanical Engineering

Justin Adendorff, CFA, CPA Justin Adendorff, CFA, CPA Dallas, Texas Details
Justin Adendorff, CFA, CPA's UBS Global Asset Management Experience March 2005 - May 2006
Job Vice President Pascal Enterprises
Industry Management Consulting
Experience
Pascal Enterprises   July 2013 - Present
Bain & Company  April 2011 - July 2013
Highland Capital Management, L.P.   April 2008 - April 2011
Energy Future Holdings (TXU)   May 2006 - April 2008
UBS - Global Asset Management  March 2005 - May 2006

Skills
Financial Modeling, Valuation, Business Strategy, Management Consulting, Private Equity, Mergers, Restructuring, Investment Banking, Corporate Finance, Leveraged Finance, Strategy, Finance, Investments, Hedge Funds, Mergers & Acquisitions, Strategic Financial..., LBO, Financial Planning, Due Diligence, Strategic Planning

Education
Tulane University   2005 — 2006
Masters, Finance

Tulane University - A.B. Freeman School of Business   2000 — 2004
BSM, Finance & Accounting, Summa cum laude

Bishops

Bishops

Jeff Smith, CFA Jeff Smith, CFA Greater Chicago Area Details
Jeff Smith, CFA's UBS Global Asset Management Experience January 1997 - March 2005
Job Head of the Americas at Eastspring Investments Inc.
Industry Financial Services
Experience
Eastspring Investments Inc.   June 2012 - Present
Performance Trust Investment Advisors, LLC   November 2009 - June 2012
Pyramis Global Advisors, a Fidelity Company   January 2006 - March 2007
UBS Global Asset Management   January 1997 - March 2005
Keystone Investments (now Evergreen Investments)   January 1989 - January 1997
State Street Bank  1987 - 1989
Chase/IDC   1981 - 1987
Continental Bank  1977 - 1981

Skills
Asset Management, Private Equity, Institutional

Education
The University of Chicago Booth School of Business   1979 — 1981
MBA, Finance

Wheaton College   1973 — 1977
BA, Economics

Angel De La Riva Angel De La Riva Greater New York City Area Details
Angel De La Riva's UBS Global Asset Management Experience May 2007 - April 2008
Job Cultural & Segment Marketing at Verizon
Industry Marketing and Advertising
Experience
Verizon  September 2015 - Present
Verizon Digital Media Services  October 2013 - September 2015
Verizon Digital Media Services  May 2011 - December 2013
Hudson Communications Inc.   January 2010 - June 2011
Merrill Lynch  April 2008 - February 2009
UBS Global Asset Management   May 2007 - April 2008

Skills
Investments, Equities, Asset Managment, Business Analysis, Portfolio Management, Project Management, Leadership, Management, Strategic Planning, Entrepreneurship, Product Management

Education
Stevens Institute of Technology
Master's in Management

Stevens Institute of Technology   2001 — 2006
BS, Business & Technology

Bergen Catholic   1998 — 2001

Lisa Goh Lisa Goh Greater New York City Area Details
Lisa Goh's UBS Global Asset Management Experience 2004 - Present
Job Senior Business Analyst at UBS
Industry Financial Services
Experience
UBS Global Asset Management   2004 - Present
E & Y  1996 - 2004

Education
University of Bristol   1992 — 1995

Richard Kropp Richard Kropp San Francisco, California Details
Richard Kropp's UBS Global Asset Management Experience June 2001 - October 2004
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab, Advisor Services  July 2012 - Present
UBS Wealth Management  April 2008 - June 2012
UBS Wealth Management Zurich, Switzerland   May 2007 - March 2008
UBS Wealth Management  October 2004 - April 2007
UBS Global Asset Management   June 2001 - October 2004
E*TRADE Financial  July 2000 - April 2001

Skills
Vendor Management, Product Management, Wealth Management, Portfolio Management, Project Management, Business Analysis, Mutual Funds, Business Case, Asset Allocation, Asset Managment

Education
Syracuse University   1986 — 1990
BS, Finance

Robert Woodard Robert Woodard Greater Philadelphia Area Details
Robert Woodard's UBS Global Asset Management Experience 1996 - 2007
Job Managing Director and VP. Group Head at Penn Mutual
Industry Insurance
Experience
Penn Mutual  2010 - Present
LANDCO   January 2008 - January 2010
SBAFLA   2010 - 2010
UBS Global Asset Management   1996 - 2007
Mitchell-Hutchins Asset Management (PaineWebber)   1996 - 2000
LIberty Mutual  1994 - 1996
Credit Local de France   1993 - 1994
National Westminster Bank  1992 - 1993
Dai-Ichi Kangyo   1990 - 1992
Standard & Poor's   1986 - 1990

Skills
ABS, CMBS, RMBS, Municipals, Foreign Structured..., Portfolio Management, Bonds, Municipal Bonds, MBS, Residential Mortgages, Investments, Fixed Income, Trading, Structured Products, Financial Modeling, Project Finance, Funding, Alternative Investments, Credit, Securities, Derivatives, Hedge Funds, Capital Markets, Structured Finance, Asset Allocation, Asset Management, Investment Strategies

Education
Tulane University - A.B. Freeman School of Business   1984 — 1986
MBA, Finance

Tulane University
BA, History

Frank van Etten Frank van Etten Chicago, Illinois Details
Frank van Etten's UBS Global Asset Management Experience August 2015 - Present
Job Head of Client Solutions at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   August 2015 - Present
Voya Financial  May 2014 - August 2015
ING Investment Management  July 2010 - April 2014
ING Investment Management  April 2007 - June 2010
ING Investment Management  August 2003 - March 2007

Skills
Asset Managment, Portfolio Management, Asset Allocation, Structured Finance, Structured Products, Quantitative Finance, Fixed Income, Alternative Investments, Investment Management, Capital Markets, Financial Markets, Derivatives, Hedge Funds, Equity Research, Emerging Markets, Investment Strategies, Equities, Asset Management, Investments, Risk Management, Mutual Funds, Financial Modeling, Bloomberg

Education
Tilburg University   1997 — 2003
Master, Econometrics and Operational Research

Theresialyceum   1990 — 1997

Lori Wolk Lori Wolk Las Vegas, Nevada Area Details
Lori Wolk's UBS Global Asset Management Experience January 2000 - September 2003
Job Programs & Services Manager at State Bar of Nevada
Industry Marketing and Advertising
Experience
State Bar of Nevada  May 2008 - Present
IDC, Ltd.   2007 - 2008
Virgen Advertising  June 2005 - April 2006
UBS Global Asset Management   January 2000 - September 2003
Time Warner Trade Publishing  October 1989 - January 2000

Skills
Management, Marketing, Budgets, Contract Negotiation, Advertising, Marketing Communications, Program Management, Strategy, Account Management, Research, Negotiation, Leadership, Business Strategy, Project Management, Customer Service

Education
SUNY Stony Brook
Bachelor of Arts, Psychology

Douglas Beck Douglas Beck Greater Boston Area Details
Douglas Beck's UBS Global Asset Management Experience 2002 - 2007
Job Fidelity Investments SVP, Investment Grade Fixed Income Investment Product Group
Industry Financial Services
Experience
Fidelity Investments  October 2013 - Present
Deutsche Bank  August 2006 - September 2013
UBS Global Asset Management   2002 - 2007
Merrill Lynch  1998 - 2002
Raymond James  1993 - 1998
Raymond James Financial  1990 - 1998

Skills
Derivatives, Investment Advisory, Investment Management, Mutual Funds, Portfolio Management

Education
University of California, Berkeley   1985 — 1989
BS, Finance

University of California, Berkeley, Haas School of Business

Ian McIntosh Ian McIntosh Greater Chicago Area Details
Ian McIntosh's UBS Global Asset Management Experience June 2004 - Present
Job Senior Portfolio Manager at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   June 2004 - Present
JP Morgan Chase  1998 - 2004

Skills
Portfolio Management, Equities, Quantitative Analysis, Hedge Funds

Education
The Australian National University   1994 — 1997

Rachel Steininger Rachel Steininger Greater Chicago Area Details
Rachel Steininger's UBS Global Asset Management Experience August 2012 - Present
Job Head of Subadvisory Client Service at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   August 2012 - Present
UBS Global Asset Management   August 2000 - August 2012

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

Education
The University of Chicago Booth School of Business   2002 — 2004
MBA, Finance, Organizational & Managerial Behavior

University of Notre Dame   1996 — 2000
BBA, Finance & Business Economics

Juneau-Douglas High School   1991 — 1996

Jeff Diamond Jeff Diamond Greater New York City Area Details
Jeff Diamond's UBS Global Asset Management Experience July 2004 - September 2010
Job Head of Broker Dealer National Accounts & Head of US Offshore
Industry Financial Services
Experience
Deutsche Asset & Wealth Management  September 2010 - Present
UBS Global Asset Management   July 2004 - September 2010
UBS Global Asset Management   July 2003 - July 2004
UBS Global Asset Management   May 2000 - July 2003

Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, ETFs, Equities, Finance, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Investments, Management, Marketing Strategy, Mutual Funds, Portfolio Management, Product Management, Relationship Management, Risk Management, Sales, Trading, Wealth Management

Education
Syracuse University   1993 — 1997
Bachelors, Finance

Kevin Melarkey Kevin Melarkey Greater New York City Area Details
Kevin Melarkey's UBS Global Asset Management Experience July 2014 - September 2014
Job Marketing & Event Production Professional
Industry Marketing and Advertising
Experience
Freelance  October 2014 - April 2015
UBS Global Asset Management   July 2014 - September 2014
American International Group  January 2014 - March 2014
Oppenheimer Funds  June 2013 - October 2013
Prudential Financial  September 2011 - April 2012
Freelance  January 2011 - August 2011
Pershing  June 2010 - December 2010
Freelance  November 2008 - May 2010
Lehman Brothers  September 2005 - October 2008
C2 Creative  January 2002 - May 2004

Skills
Marketing Strategy, Event Execution, eCommunications, B2B Marketing, Digital Marketing, Mobile Marketing, Mobile Applications, Financial Markets, Multi-channel Marketing, Business Events, Digital Media, Email Marketing, Digital Strategy, Social Media Marketing, Integrated Marketing, Management, Event Planning, Business, Online Advertising, Marketing Communications, SEO, Marketing, Online Marketing, Advertising, Strategy, Direct Marketing, Strategic Partnerships, Lead Generation, Analytics, E-commerce, CRM, Business Development, Interactive Marketing, Corporate Communications, Brand Development, Web Analytics, Competitive Analysis, Marketing Management

Education
University of California, Santa Barbara
Bachelor's Degree, Law & Society

Université de Toulouse-le-Mirail (Toulouse II)
French

US Navy
USS Inchon (LPH-12), R-Division Damage Control, E-5

Bonnie Wang Bonnie Wang New York, New York Details
Bonnie Wang's UBS Global Asset Management Experience August 1999 - December 2005
Job Principal at Luna Partners LLC
Industry Real Estate
Experience
Luna Partners LLC   May 2012 - Present
JP Morgan Private Bank  September 2006 - May 2012
UBS Global Asset Management   August 1999 - December 2005
Goldman Sachs  1996 - 1998

Skills
Hedge Funds, Alternative Investments, Private Equity, Fixed Income, Equities, Real Estate Investment, Distressed Debt, Capital Markets, Commercial Real Estate, Credit, Due Diligence, Investments, Portfolio Management, Valuation

Education
The London School of Economics and Political Science (LSE)   1995 — 1996
Msc, Economics

University of Pennsylvania   1991 — 1995
Bachelor of Applied Science (B.A.Sc.), Systems Engineering

Wharton School, University of Pennsylvania   1991 — 1995
Bachelor's of Science, Economics

Francois Pellerin Francois Pellerin Greater New York City Area Details
Francois Pellerin's UBS Global Asset Management Experience February 2011 - October 2012
Job LDI Strategist at Pyramis Global Advisors
Industry Investment Banking
Experience
Pyramis Global Advisors  November 2012 - Present
UBS Global Asset Management   February 2011 - October 2012
JPMorgan  April 2009 - March 2011
Citi  September 2007 - January 2009
Towers Perrin  May 1999 - August 2007
Morneau Sobeco  1995 - 1999

Skills
Fixed Income, Investment Banking, Financial Modeling, Capital Markets, Derivatives, Investments, Asset Managment, Portfolio Management

Education
University of California, Berkeley - Walter A. Haas School of Business   2003 — 2005
Master of Business Administration (MBA), 2005

Universite Laval   1993 — 1995
Bachelor's degree, Actuarial Sciences

CEGEP de Trois-Rivieres   1990 — 1992
College Degree, Pure and Applied Sciences

Polyvalente St-Leonard d'Aston   1985 — 1990
High School Degree

Derek Sasveld Derek Sasveld Chicago, Illinois Details
Derek Sasveld's UBS Global Asset Management Experience 1998 - 2007
Job Managing Director, Head of MultiAsset Solutions at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments  August 2015 - Present
Voya Investment Management  2012 - July 2015
Strategic Investment Group  2007 - 2012
UBS Global Asset Management   1998 - 2007
Ibbotson Associates  1993 - 1998

Skills
Asset Allocation, Portfolio Management, Investment Strategies, Asset Managment, Hedge Funds, Due Diligence, Fixed Income, Equities, Investments, Wealth Management, Alternative Investments, Bloomberg, Capital Markets, Asset Management, Investment Management

Education
The University of Chicago Booth School of Business   1999 — 2001
MBA, Analytical Finance, International Economics

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

Upper Canada College   1977 — 1988

Lamia Mounib Lamia Mounib Greater New York City Area Details
Lamia Mounib's UBS Global Asset Management Experience 1999 - 2000
Job Risk & Regulatory Practice at PriceWaterhouseCoopers
Industry Financial Services
Experience
PwC  July 2015 - Present
Goldman Sachs  2006 - 2011
Goldman Sachs  2003 - 2006
New York Life Investment Management  2000 - 2003
UBS Global Asset Management   1999 - 2000

Skills
Alternative Investments, Equities, Securities, Structured Products, Capital Markets, Hedge Funds, Derivatives, Business Analysis, Fixed Income, Valuation, Financial Services, Financial Modeling, Risk Management, Portfolio Management, Investments, Finance, Strategy, Analysis, Project Management, Due Diligence, Financial Risk

Education
New York University - Leonard N. Stern School of Business   2000 — 2004
Master of Business Administration (M.B.A.), Finance & Marketing

Suffolk University   1993 — 1996
Bachelor of Science (B.S.), Biotechnology

Jonathan Sachs, CFA Jonathan Sachs, CFA Greater New York City Area Details
Jonathan Sachs, CFA's UBS Global Asset Management Experience March 2010 - March 2014
Job Client Portfolio Manager, Vice President at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management   April 2014 - Present
UBS Global Asset Management   March 2010 - March 2014
UBS Global Asset Management   September 2007 - March 2010
UBS Wealth Management  May 2006 - September 2007
News America Marketing  2004 - 2006

Skills
Portfolio Management, Asset Managment, Investments, Equities, Alternative Investments, Fixed Income, Mutual Funds, Bloomberg, Wealth Management, Valuation, Financial Services, Capital Markets

Education
Tulane University - A.B. Freeman School of Business   2002 — 2004
Bachelor of Science (B.S.), Finance and Marketing

Tulane University   2000 — 2004
Finance, Marketing

Cynthia Carney Cynthia Carney Greater New York City Area Details
Cynthia Carney's UBS Global Asset Management Experience July 2014 - Present
Job Compliance Officer at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   July 2014 - Present
UBS Global Asset Management   January 2005 - July 2014
Dreyfus  September 2000 - January 2005

Education
University of Delaware   1996 — 1999
Bachelor of Arts (B.A.), Criminal Justice

Cody Jacinto Cody Jacinto Greater San Diego Area Details
Cody Jacinto's UBS Global Asset Management Experience January 2002 - February 2003
Job Senior Recruitment Consultant at DOCS
Industry Pharmaceuticals
Experience
DOCS (ICON plc)   February 2013 - Present
DOCS (Previously ClinForce, LLC )   October 2005 - Present
Professional Recruiting Offices, Inc   February 2003 - October 2005
UBS Global Asset Management   January 2002 - February 2003

Skills
Pharmaceutical Industry, Biotechnology, CRO, Clinical Research, GCP, Clinical Trials, Clinical Monitoring, CTMS, Clinical Development, Regulatory Submissions, Clinical Data Management, Medical Writing, Regulatory Affairs, Data Management, Cardiology, Statistical Programming, SAS Programming, Biometrics

Education
University of California, Irvine   1998 — 2002
BA, International Studies

Keli Savage, CPA Keli Savage, CPA Hartford, Connecticut Area Details
Keli Savage, CPA's UBS Global Asset Management Experience August 2005 - March 2014
Job Managing Director Real Estate Investments at Aetna
Industry Financial Services
Experience
Aetna  March 2014 - Present
UBS Global Asset Management   August 2005 - March 2014
UBS Global Asset Management   June 2000 - August 2005
Scan-Optics, Inc.   August 1999 - June 2000
Saslow Lufkin & Buggy, LLP   August 1996 - August 1999
Deloitte  September 1993 - August 1996

Skills
Due Diligence, Investments, Investment Properties, Mergers & Acquisitions, Loans, Investors, Negotiation, Mortgage Lending, Cash Flow, Asset Management, Financial Analysis, Financial Modeling, Auditing, Acquisitions, Real Estate Economics, Valuation, Private Equity, Alternative Investments

Education
The University of Connecticut   1989 — 1993
Bachelor of Science (BS), Accounting

David Rothweiler David Rothweiler Greater Chicago Area Details
David Rothweiler's UBS Global Asset Management Experience April 2004 - Present
Job Director at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   April 2004 - Present
ABN AMRO  August 2002 - April 2004
ABN AMRO Asset Management (USA)   January 1998 - August 2002
ABN AMRO  June 1996 - January 1998
PaineWebber, Inc.   January 1993 - June 1996

Skills
Fixed Income, Portfolio Management, Derivatives, Money Market, Swaps, Asset Management, Rates, Bonds, Investments, Trading

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

University of Illinois at Chicago   1989 — 1992
Bachelor, Finance

Jamie Lewin Jamie Lewin New York, New York Details
Jamie Lewin's UBS Global Asset Management Experience 2005 - 2007
Job BNY Mellon
Industry Investment Management
Experience
BNY Mellon Investment Management  November 2012 - Present
BNY Mellon Asset Management  December 2007 - November 2012
UBS AG  2005 - 2007
UBS Global Asset Management   2005 - 2007

Education
University of Bath   1991 — 1995

Manesh Bhatia Manesh Bhatia Greater New York City Area Details
Manesh Bhatia's UBS Global Asset Management Experience April 2007 - October 2008
Job Executive Director UBS Group Technology Strategy & Transformation Program
Industry Financial Services
Experience
UBS  June 2014 - Present
UBS Wealth Management  November 2008 - May 2014
UBS Global Asset Management   April 2007 - October 2008
UBS Global Asset Management   September 2002 - May 2007
KPMG Consulting  June 2000 - August 2002

Skills
Vendor Management, IT Strategy, Program Management, Business Process..., Outsourcing, Governance, Offshoring, PMP, Risk Management, Business Relationship..., Leadership, Process Improvement, PMO, Business Transformation, Strategic Partnerships, Metrics, IT Transformation, Virtual Teams, Executive Management, Business Strategy, Management, IT Service Management, SDLC, Project Portfolio..., Stakeholder Management, IT Management, Change Management, Strategy

Education
London School of Economics and Political Science   1998 — 1999
M.Sc, Analysis Design & Management of Information Systems

Syracuse University   1998 — 1998
M.S., Information Management

University of London   1994 — 1997
BSc., Computer Science

Anthony Marnell Anthony Marnell New York, New York Details
Anthony Marnell's UBS Global Asset Management Experience March 2011 - May 2012
Job Growth @Mailjet
Industry Internet
Experience
TechStars  March 2013 - July 2013
FlyWhim   January 2011 - June 2012
UBS Global Asset Management   March 2011 - May 2012
concertKarma   June 2012 - 2012
UBS Global Asset Management   September 2008 - March 2011
UBS Global Asset Management   June 2006 - September 2008

Education
The University of Chicago - Booth School of Business   2008 — 2012
MBA

University of Kansas   2002 — 2006
Bachelor of Science

Consortium Institute of Management and Business Analysis   2005 — 2005

Asim Sultan Asim Sultan Orange County, California Area Details
Asim Sultan's UBS Global Asset Management Experience 2001 - 2001
Job Business Development at GE Capital
Industry Financial Services
Experience
GE Capital  August 2003 - Present
Pathway Capital Management  2001 - 2003
UBS Global Asset Management   2001 - 2001

Skills
New Business Development, Business Development, Financial Analysis, Risk Management, Relationship Management, Financial Modeling, Finance, Analytics, Portfolio Management, Credit, Financial Services, Strategy, Banking, Business Strategy, Credit Analysis

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

Craig Yoder Craig Yoder Greater Chicago Area Details
Craig Yoder's UBS Global Asset Management Experience October 1999 - February 2004
Job Investment Management Professional
Industry Investment Management
Experience
Self Employed  2004 - Present
Self Employed  1995 - Present
UBS Global Asset Management   October 1999 - February 2004
Kohler Company, Sterling Plumbing Division   1988 - 1998

Skills
Investments

Education
The University of Chicago Booth School of Business   1996 — 1999
MBA, Analytic Finance and Economics

University of Toledo   1983 — 1987
BBA, Finance

Kiku Taura Kiku Taura Chicago, Illinois Details
Kiku Taura's UBS Global Asset Management Experience December 1995 - June 2014
Job Former Head of HR at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   December 1995 - June 2014

Education
The School of the Art Institute of Chicago   1975 — 1977
Master's Degree, Painting

University of Illinois at Urbana-Champaign
Bachelor of Fine Arts (B.F.A.), Fine and Studio Arts

Tim Kubinski Tim Kubinski San Luis Obispo, California Area Details
Tim Kubinski's UBS Global Asset Management Experience baseball playeroakland athleticsJune 1993 - September 2001
Job Wealth Manager at UBS Global Asset Management
Industry Banking
Experience
UBS Global Asset Management   baseball playeroakland athleticsJune 1993 - September 2001

Education
University of California, Los Angeles   1990 — 1995
ba, history

Breda Beckerle Breda Beckerle Greater New York City Area Details
Breda Beckerle's UBS Global Asset Management Experience 1982 - 2002
Job Chief Compliance Officer at Franklin Templeton Group
Industry Financial Services
Experience
Franklin Templeton Group  August 2004 - Present
Franklin Templeton Investments  2004 - Present
Mitchell Hutchins Asset Management Division of PaineWebber/UBS   1982 - 2002
UBS Global Asset Management   1982 - 2002
Mitchell Hutchins   1982 - 2002
Mitchell Hutchins Asset Management  1982 - 2002
PaineWebber  1982 - 2000

Education
University College Dublin   1977 — 1979
English, French

Garrett Duarte Garrett Duarte Greater Chicago Area Details
Garrett Duarte's UBS Global Asset Management Experience January 2006 - Present
Job Director at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   January 2006 - Present
Banco UBS Pactual   2007 - 2009
Washington Mutual  2004 - 2006
Kibble & Prentice  2002 - 2004

Skills
Valuation, Asset Managment, Financial Analysis, Financial Modeling, Investments, Equities, Investment Banking, Asset Management, Bloomberg, Fixed Income, Derivatives, Hedge Funds, Capital Markets, Portfolio Management, Finance

Education
Tufts University   1998 — 2002

Universidad Autónoma de Madrid   2000 — 2001

The Overlake School   1994 — 1998

Brazil in Chicago

Bob McGowan Bob McGowan Greater Boston Area Details
Bob McGowan's UBS Global Asset Management Experience March 2008 - Present
Job Managing Director at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   March 2008 - Present
UBS Global Asset Management   April 2004 - March 2008
Deutsche Asset Management  1999 - 2004

Education
Union College   1984 — 1989
BS, MBA, Biology

Christine Schneider Christine Schneider San Francisco Bay Area Details
Christine Schneider's UBS Global Asset Management Experience March 2012 - Present
Job Executive Director Consultant Relations at UBS Global Asset Management (Americas)
Industry Financial Services
Experience
UBS Global Asset Management   March 2012 - Present
QS Investors, LLC  August 2010 - January 2012
DB Advisors  January 2008 - August 2010
Oppenheimer Capital  September 2001 - November 2007
Donaldson, Lufkin & Jenrette   1987 - 2000

Skills
Alternative Investments, Asset Management, Derivatives, Fixed Income, Investments, Equities, Investment Management, Hedge Funds, Asset Allocation, Portfolio Management, Mutual Funds, Emerging Markets, Corporate Finance, Trading, Series 7, Securities, Valuation, Bloomberg, Institutional..., Investor Relations, Investment Strategies, Wealth Management, Investment Banking, Private Equity, FINRA, Risk Management, Asset Managment, Capital Markets, Equity Research, ETFs, Bonds, Fund Of Funds

Education
New York University - Leonard N. Stern School of Business   1990 — 1993
MBA, Finance

State University of New York College at Potsdam   1983 — 1987
Bachelor of Science (B.S.), Mathematics and Computer Science

Bojan Petrovich, CFA Bojan Petrovich, CFA Greater New York City Area Details
Bojan Petrovich, CFA's UBS Global Asset Management Experience January 2005 - December 2010
Job Quant Trading Strategy at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management  November 2010 - Present
UBS Global Asset Management   January 2005 - December 2010
Northern Trust  June 2000 - December 2004

Education
The University of Chicago Booth School of Business   2006 — 2008
MBA, Stats & Econometrics, Analytical Finance

Anna Lyagacheva Anna Lyagacheva Greater Los Angeles Area Details
Anna Lyagacheva's UBS Global Asset Management Experience 2008 - 2008
Job Financial Advisor at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley  2012 - Present
Zurich North America  2010 - 2011
UBS Global Asset Management   2008 - 2008

Skills
Financial Modeling, SAP, Forecasting, Financial Reporting, Internal Controls, Process Improvement, Accounting, Variance Analysis, Financial Analysis, Business Strategy, Business Analysis, Corporate Finance, Finance, GAAP, Series 7, Series 66, Insurance, Data Analysis, Strategic Financial..., Portfolio Management, Management Consulting

Education
The University of Chicago - Booth School of Business   2007 — 2010
MBA

University of Chicago   2007 — 2009
Master of Business Administration (MBA)

University of Cambridge   2004 — 2005
Masters, Finance

Thomas Franco Thomas Franco New York, New York Details
Thomas Franco's UBS Global Asset Management Experience January 2012 - April 2015
Job Managing Director, Divisional Sales Manager at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners  April 2015 - Present
UBS Global Asset Management   January 2012 - April 2015
UBS Global Asset Management   January 2009 - January 2012
UBS Global Asset Management   January 2005 - January 2009
Phoenix Investment Partners  March 1999 - December 2001
Zweig Mutual Funds   October 1996 - March 1999

Skills
Managed Accounts, Series 63, Mutual Funds, Series 7, Alternative Investments, Series 24, Offshore Funds

Education
State University of New York College at Oswego   1990 — 1994
BS

Brad Jacobson Brad Jacobson Greater New York City Area Details
Brad Jacobson's UBS Global Asset Management Experience December 2008 - Present
Job Managing Director And Senior Portfolio Manager
Industry Financial Services
Experience
Oliver Luxxe Assets   May 2014 - Present
UBS Global Asset Management   December 2008 - Present

Skills
Portfolio Management, Investment Advisory, Wealth Management..., Alternative Investments, Asset Allocation

Education
Syracuse University   1989 — 1993
Bachelor of Science (BS), Finance and Economics

Shawn Willing Shawn Willing Marlborough, Massachusetts Details
Shawn Willing's UBS Global Asset Management Experience September 2008 - September 2009
Job Customer Service Representative at People's United Bank
Industry Financial Services
Experience
People's United Bank  June 2010 - Present
UPS  October 2009 - December 2009
UBS Global Asset Management   September 2008 - September 2009

Skills
Talent Management, Employee Relations, HRIS, Employee Engagement, Talent Acquisition, Deferred Compensation, Performance Management, Applicant Tracking..., Succession Planning, Employee Benefits, Personnel Management, Workforce Planning, Compensation & Benefit, Organizational..., HR Consulting, Customer Service, Fraud Claims, Quicken, QuickBooks, Online Support, Human Resources, Microsoft Suites

Education
University of Connecticut   1993 — 1998
Bachelor's degree, Psychology

John Furlong John Furlong Greater New York City Area Details
John Furlong's UBS Global Asset Management Experience January 2005 - June 2006
Job VP and Chief Information Officer, Group Insurance at The Guardian Life Insurance Company of America
Industry Insurance
Experience
The Guardian Life Insurance Company of America  September 2012 - Present
Trepoint  April 2011 - August 2012
Merrill Lynch Institutional Retirement and Philanthropic Group   July 2007 - February 2010
UBS Global Asset Management   January 2005 - June 2006
UBS Wealth Management  August 2001 - December 2005
Paine Webber  July 1994 - August 2000
IBM Global Business Services  February 1991 - May 1994

Skills
Product Management, Program Management, Mergers & Acquisitions, Management Consulting, Management, Outsourcing, Portfolio Management, Financial Services, Leadership, Integration, Investments, Digital Marketing, Software Project..., Product Development, Project Management, Mergers, Equities

Education
New York University - Leonard N. Stern School of Business   1986 — 1991
MBA, Finance

University at Albany, SUNY   1979 — 1983
BA, Math, Computer Science, Political Science

Alistair McGiven Alistair McGiven Toronto, Canada Area Details
Alistair McGiven's UBS Global Asset Management Experience 1999 - 2008
Job Managing Director, Head of Global Tactical Asset Allocation at CPP Investment Board
Industry Investment Management
Experience
CPP Investment Board  April 2014 - Present
CPP Investment Board  October 2008 - March 2014
UBS Global Asset Management   1999 - 2008
Bank of England  September 1993 - January 1999

Education
The University of Manchester   1992 — 1993
MA, Economics

University of Leicester   1989 — 1992
BA, Economics

The British School in the Netherlands   1984 — 1989

Federico Kaune Federico Kaune Greater New York City Area Details
Federico Kaune's UBS Global Asset Management Experience July 2015 - Present
Job Managing Director Head of Emerging Markets Debt at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   July 2015 - Present
Baffin Advisors, LLC   October 2014 - June 2015
Morgan Stanley Investment Management  August 2002 - August 2014
Goldman Sachs  June 1997 - July 2002
International Monetary Fund  June 1994 - May 1997

Skills
Equities, Hedge Funds, Fixed Income, Alternative Investments, Asset Management, Capital Markets, Emerging Markets

Education
The University of Chicago   1990 — 1994
M.A. and Ph.D., Economics - International Finance/Monetary Economics

Universidad del Pacífico (PE)   1986 — 1989
B.A. and Licensure, Economics

Bill Talbot Bill Talbot Greater Chicago Area Details
Bill Talbot's UBS Global Asset Management Experience 1997 - 2013
Job Senior Managing Director at Manulife Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   1997 - 2013

Education
The Tuck School of Business at Dartmouth   1984 — 1986
MBA

Denise Stake Denise Stake Hartford, Connecticut Area Details
Denise Stake's UBS Global Asset Management Experience 1997 - 2004
Job Portfolio Manager at Cornerstone Real Estate Advisers
Industry Real Estate
Experience
Cornerstone Real Estate Advisers  June 2004 - Present
NCREIF   July 2005 - March 2007
UBS Global Asset Management   1997 - 2004
UBS Realty Investors LLC  1997 - 2004
Arnold J. Grant Associates   1991 - 1995

Skills
Financial Analysis, Real Estate Economics, Asset Management, Asset Managment, Real Estate, Financial Modeling, Investments, Portfolio Management

Education
University of Connecticut   1995 — 1997
MA, Economics

The University of Connecticut School of Business   1986 — 1990
BS, Real Estate/ Finance

Keith Merritt Keith Merritt Hartford, Connecticut Area Details
Keith Merritt's UBS Global Asset Management Experience 1999 - Present
Job Director Client Services at UBS Realty Investors LLC
Industry Investment Management
Experience
UBS Global Asset Management   1999 - Present

Education
The University of Connecticut
BS, Accounting

Dain Tofson, CFA Dain Tofson, CFA Greater Chicago Area Details
Dain Tofson, CFA's UBS Global Asset Management Experience June 2013 - August 2013
Job Research Analyst at Institutional Capital
Industry Financial Services
Experience
Institutional Capital  June 2014 - Present
UBS Global Asset Management   June 2013 - August 2013
Ventas, Inc.   February 2010 - August 2012
MLG Capital   November 2008 - February 2010

Skills
Investments, Finance, Equities, Financial Modeling, Valuation, Financial Analysis

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

University of Wisconsin-Madison - School of Business   2004 — 2008
Bachelor of Business Administration (BBA), Finance and Real Estate

Code Sternal Code Sternal New York, New York Details
Code Sternal's UBS Global Asset Management Experience June 2007 - August 2007
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  October 2014 - Present
Berkshire Capital Securities LLC  April 2011 - October 2014
UBS Global Asset Management   June 2007 - August 2007

Skills
Private Equity, Financial Modeling, Corporate Finance, Hedge Funds, Investment Banking, Valuation, Investments, Capital Markets, Financial Services, Bloomberg, Mergers & Acquisitions, DCF

Education
University of Cambridge   2008 — 2010
Master of Arts (M.A.), Economics

Trinity College-Hartford   2004 — 2008
BS, Economics

St. Louis Park Senior High School   2000 — 2004

Elizabeth Drew Elizabeth Drew Stamford, Connecticut Details
Elizabeth Drew's UBS Global Asset Management Experience May 2015 - Present
Job Product Controller at UBS Hedge Fund Solutions
Industry Financial Services
Experience
UBS Global Asset Management   May 2015 - Present
SSARIS Advisors, LLC  June 2012 - May 2015
Bridgewater Associates  March 2011 - June 2012
GlobeOp Financial Services  April 2010 - March 2011
Globe Op Financial Services   June 2008 - April 2010
Mercer Human Resource Consulting  May 2006 - September 2006

Skills
Hedge Funds, Fund Accounting, Fund Administration, Fixed Income, Equities, Bloomberg, Alternative Investments, Fund Of Funds, Derivatives, Mutual Funds, Private Equity, Securities

Education
The University of Connecticut   2004 — 2008
Actuarial Science

Celia Wong Celia Wong Toronto, Canada Area Details
Celia Wong's UBS Global Asset Management Experience May 1999 - June 2001
Job Model Validation
Industry Banking
Experience
Scotiabank  June 2012 - Present
Scotiabank  April 2007 - June 2012
UBS Global Asset Management   May 1999 - June 2001

Skills
Credit Risk, Market Risk, Basel II, Risk Management, Statistics, Derivatives, Portfolio Management, Risk Analysis, Stress Testing, Economic Capital, Regulatory Capital, Performance Management, Quantitative Finance, Capital Markets, Fixed Income, Operational Risk, Financial Modeling, Credit Analysis, Investments, Banking, Financial Risk, Financial Analysis, Corporate Finance

Education
Western University   2004 — 2007
Ph.D. Candidate, Statistics

Western University   2002 — 2004
M.Sc., Statistics and Biostatistics

The Hong Kong University of Science and Technology   1999 — 2001
M.Sc., Financial Engineering

The University of British Columbia
MA in Economics, MBA in Accounting and Finance

The University of Manchester
BA (Double Hon), Mathematics, Economics

David M. Lee David M. Lee Greater New York City Area Details
David M. Lee's UBS Global Asset Management Experience June 2003 - December 2009
Job Chief Risk Officer, Alternative Investments, Asset Management at Credit Suisse
Industry Investment Management
Experience
Credit Suisse  January 2010 - Present
UBS Global Asset Management   June 2003 - December 2009
UBS O'Connor  June 2000 - December 2009
UBS Alternative and Quantitative Investments LLC   June 2000 - December 2009
The University of Chicago  May 2001 - June 2009
UBS Investment Bank  August 1994 - June 2000

Skills
Risk Management, Alternative Investments, Hedge Funds, Fund Of Funds, Derivatives, Asset Management, Capital Markets, Due Diligence, Structured Products, Equity Derivatives, Quantitative Finance, Equities, Fixed Income, Portfolio Management, Investment Banking

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

Maura Hayden-Walker Maura Hayden-Walker Hartford, Connecticut Area Details
Maura Hayden-Walker's UBS Global Asset Management Experience October 1996 - May 2009
Job Real Estate Professional
Industry Real Estate
Experience
UBS Global Asset Management   October 1996 - May 2009

Education
University of Connecticut
MBA, Finance

Vicky Madison Vicky Madison Chicago, Illinois Details
Vicky Madison's UBS Global Asset Management Experience April 2014 - Present
Job Equity Trader at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   April 2014 - Present
Cowen and Company  2010 - 2013
UBS Global Asset Management   2006 - 2010
Kingstree Trading  2004 - 2005
Torus Capital   2004 - 2005
Citadel LLC  2003 - 2004

Skills
Asset Management, Hedge Funds, Equities, Fixed Income, Investments, Bloomberg, Portfolio Management, Alternative Investments, Asset Allocation, Investment Management, Derivatives, Valuation, Securities, Private Equity, Investment Strategies, Financial Markets, Trader, Trading

Education
University of Dayton   1999 — 2003
Bachelor of Business Administration (BBA), Finance, General

Harrison highschool

Anthony Marinaro Anthony Marinaro Greater Boston Area Details
Anthony Marinaro's UBS Global Asset Management Experience August 2007 - August 2010
Job Supervisor at John Hancock Funds
Industry Financial Services
Experience
John Hancock Funds  August 2010 - Present
UBS Global Asset Management   August 2007 - August 2010
State Street Bank  November 2006 - August 2007
State Street Bank  July 2005 - November 2006

Skills
Fund Administration, Fund Accounting, Bloomberg, Mutual Funds, Hedge Funds, Fund Of Funds, Fixed Income, Equities, Corporate Actions, Securities, Alternative Investments, Derivatives, Transfer Agency, Bloomberg Terminal, Asset Managment

Education
University of Connecticut

Brett Dresden Brett Dresden San Francisco Bay Area Details
Brett Dresden's UBS Global Asset Management Experience 1997 - 2005
Job Vice President Colliers International
Industry Real Estate
Experience
Colliers International  November 2010 - Present
Vertical Ventures   April 2010 - August 2010
Venture Corporation  2007 - 2008
The Trada Group  2005 - 2007
UBS Global Asset Management   1997 - 2005

Skills
Development, Acquisitions, Project Management, Dispositions, Real Estate Development, Real Estate Economics, Disposition, Real Estate, Corporate Real Estate, Real Estate Transactions, Real Estate Financing, Land Acquisition, Apartments, Commercial Real Estate, Location Intelligence, Valuation, Loans, Shopping Centers, Real Estate Private..., Leases, Residential Homes, Asset Managment, Investment Properties, Investors, Property Management, Entitlements, Investments, Due Diligence, Brokerage

Education
University of California, Santa Barbara   1983 — 1987
BA

Beverly Baruc Beverly Baruc Greater New York City Area Details
Beverly Baruc's UBS Global Asset Management Experience June 2014 - April 2015
Job Vice President Investor Relations
Industry Financial Services
Experience
SkyBridge Capital  April 2015 - Present
UBS Global Asset Management   June 2014 - April 2015
Morgan Stanley Wealth Management  September 2009 - June 2014
Citigroup Alternative Investments LLC   April 2007 - September 2009
Legg Mason  2005 - 2007

Skills
Hedge Funds, Asset Management, Alternative Investments, Managed Futures

Education
State University of New York at Stony Brook   2002 — 2005
Bachelor of Arts (B.A.), Economics

SUNY Oswego   2001 — 2002

Mark McMillan Mark McMillan Greater Los Angeles Area Details
Mark McMillan's UBS Global Asset Management Experience July 2005 - Present
Job UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   July 2005 - Present

Skills
Alternative Investments, Fund Of Funds, Investment Strategies, Series 7, Hedge Funds, Mutual Funds, Asset Allocation, Asset Management, Separately Managed..., Fixed Income, Investment Management, Investments, Series 63

Education
Graduate Institute of International and Development Studies   1991 — 1993
Master's degree, International Relations and Affairs

University of California, Berkeley   1984 — 1989
BA, History

Tiffany Gherlone Tiffany Gherlone Greater New York City Area Details
Tiffany Gherlone's UBS Global Asset Management Experience 2007 - Present
Job Research Analyst at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   2007 - Present

Skills
Portfolio Management, Asset Management, Valuation, Research, Due Diligence, Real Estate Economics, Commercial Real Estate, Investments, Financial Modeling, Asset Managment, Financial Analysis, Private Equity, Equities, Capital Markets, Alternative Investments, Real Estate Development

Education
The University of Connecticut School of Business   2005 — 2007
MBA, Real Estate

The University of Connecticut School of Business   2000 — 2002
BS, Real Estate

Christopher Berarducci Christopher Berarducci Greater New York City Area Details
Christopher Berarducci's UBS Global Asset Management Experience 2005 - 2007
Job Director at Legg Mason
Industry Investment Management
Experience
Legg Mason  March 2007 - Present
UBS Global Asset Management   2005 - 2007
JP Morgan Chase  2000 - 2005

Skills
Fund Administration, Mutual Funds, Securities, Asset Management, Investments

Education
Stonehill College   1993 — 1997
BS, Business Administration

Seth Cothrun Seth Cothrun Tucson, Arizona Details
Seth Cothrun's UBS Global Asset Management Experience 2007 - 2011
Job Leading corporate development program in conjunction w/ marketing strategy revamp focused on increasing brand awareness
Industry Nonprofit Organization Management
Experience
Sonoran Institute  March 2015 - Present
Sonoran Institute  2013 - Present
Independent Consultant  2000 - Present
R.V. Kuhns & Associates, Inc.   February 2013 - October 2013
UBS Global Asset Management   2007 - 2011
USDA Forest Service  2004 - 2007
USDA Forest Service  2002 - 2004
University of Chicago  2000 - 2001

Skills
Marketing, Corporate Communications, Financial Services, Investment Management, Internal Communications, Crisis Communications, Alternative Investments, Portfolio Management, Strategic Planning, Budgets, Forecasting, Project Management, Asset Management, Painting, Project Planning, New Business Development, Fixed Income, Program Management, Institutional Marketing, Client Prospecting, Team Leadership, Marketing Communications, Communications Planning, Financial Writing, Editing, Technical Writing, Global Marketing, Press Releases, Process Management, CRM software, SOX, Vendor Management, Supervisory Skills, Operations, BCM, Channel Marketing, Compliance, Contract Management, Contract Review, Crisis Management, Government Affairs, Government Contracts, NEPA, Photo Editing, Process Improvement, Resource Management, Government, CRM, Social Media Marketing

Education
University of Chicago
Master's Degree

University of Arizona
Bachelor's Degree

Devon Gentile Devon Gentile Hartford, Connecticut Area Details
Devon Gentile's UBS Global Asset Management Experience June 2013 - Present
Job Investment Accountant, UBS
Industry Accounting
Experience
UBS Global Asset Management   June 2013 - Present
KPMG, LLP  October 2009 - May 2013

Skills
US GAAP, External Audit, Financial Analysis, Financial Reporting, Internal Controls, Sarbanes-Oxley Act

Education
The University of Connecticut School of Business   2009 — 2010
Masters, Accounting

The University of Connecticut School of Business   2005 — 2009
BS, Accounting

Sheena Koo Sheena Koo Stamford, Connecticut Details
Sheena Koo's UBS Global Asset Management Experience March 1999 - February 2007
Job Director Investment Operations Manager at UBS AG
Industry Investment Management
Experience
UBS AG  March 2011 - Present
UBS AG  March 2007 - February 2011
UBS Global Asset Management   March 1999 - February 2007
Wilkinson & Grist   January 1996 - February 1999

Skills
Middle Office, Legal Documents, Alternative Investments

Education
Institute of Company Secretaries and Administrators

The Hong Kong Polytechnic University
Company Secretarial Studies and Administration, C

Arnold E. Galvez Arnold E. Galvez Greater New York City Area Details
Arnold E. Galvez's UBS Global Asset Management Experience 1990 - 1998
Job Consultant
Industry Management Consulting
Experience
Winrock Foundation   2005 - 2007
BNP Paribas - FFTW Asset Management   2002 - 2003
GiantBear Wireless technologies   1999 - 2000
ClientSoft, inc., business software   1998 - 1999
UBS Global Asset Management   1990 - 1998
JPMorgan Chase  1969 - 1990

Skills
Senior Relationship..., New Markets Development, Institutional..., Correspondant Banking..., Bank Credit and Lending, Investment Products, Institutional Asset..., Strategic Partnerships..., Financial Analysis, SME's management..., Strategic Planning

Education
University of Chicago Graduate School of Business   1967 — 1969
Master of Business Administration (M.B.A.), International Business

Georgetown University, The Graduate School   1954 — 1967
MA In Route to Ph. D. Candidate, Latin American Studies & Comparative Politics

San Jose State University   1962 — 1964
Bachelor of Arts (B.A.), Political Science and History

Shannah Andersen Shannah Andersen Dallas/Fort Worth Area Details
Shannah Andersen's UBS Global Asset Management Experience January 1998 - August 2000
Job Pricing Manager at Aviall
Industry Aviation & Aerospace
Experience
Aviall, A Boeing Company  October 2010 - Present
Aviall, A Boeing Company  October 2008 - September 2010
Cawley Partners  January 2006 - April 2008
Silver Eagle Distributors  November 2002 - January 2006
UBS Global Asset Management   January 1998 - August 2000

Skills
Aerospace, Aviation, Airlines, Aircraft, Commercial Aviation, Process Improvement, Contract Negotiation, Supply Chain Management, Cross-functional Team..., Program Management, Strategic Planning, Pricing, Analysis, Negotiation, Sales Management, Forecasting, Supply Chain, Project Management, Data Analysis, Relational Databases, Financial Analysis, Microsoft Excel, SAP ERP, Toad, Access

Education
Texas A&M University - Mays Business School   2000 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, General

Texas A&M University   1993 — 1997
Bachelor’s Degree, Finance, General

Evan Kominsky, CFA Evan Kominsky, CFA Chicago, Illinois Details
Evan Kominsky, CFA's UBS Global Asset Management Experience July 2008 - Present
Job Investment Analyst at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   July 2008 - Present
Pritzker Realty Group  July 2004 - September 2006
William Blair and Company  July 2002 - June 2004

Skills
Asset Managment, Corporate Finance, Equities, Equity Research, Private Equity, Investments, Financial Analysis, Asset Management, Hedge Funds

Education
The University of Chicago   2006 — 2008
MBA, finance, accounting

University of Chicago Graduate School of Business   2006 — 2008
MBA

University of Pennsylvania - The Wharton School   1998 — 2002
Bachelor of Science, Finance, Information Systems

Benjamin Apfel Benjamin Apfel Greater New York City Area Details
Benjamin Apfel's UBS Global Asset Management Experience July 2011 - January 2012
Job Senior Associate at PricewaterhouseCoopers
Industry Financial Services
Experience
PwC  August 2013 - Present
PwC  June 2012 - August 2012
UBS Global Asset Management   July 2011 - January 2012

Skills
PowerPoint, Microsoft Excel, Financial Modeling, Financial Analysis, Microsoft Office, Leadership, Data Analysis, Accounting, Microsoft Word

Education
The University of Connecticut School of Business   2012 — 2013
Master's Degree, Accounting, GPA 3.9

The University of Connecticut School of Business   2008 — 2012
Bachelor's Degree, Accounting, GPA 3.8

Matthew A. Iannucci, CFA Matthew A. Iannucci, CFA Chicago, Illinois Details
Matthew A. Iannucci, CFA's UBS Global Asset Management Experience May 1996 - May 2009
Job Portfolio Manager at UBS Global Asset Management
Industry Financial Services
Experience
UBS Asset Management  May 2009 - Present
UBS Global Asset Management   May 1996 - May 2009

Skills
Trading, Fixed Income, Portfolio Management, Risk Analysis, Credit Analysis, High Yield Bonds, Interest Rate..., Credit Derivatives

Education
SUNY Oswego   1990 — 1994
Bachelor of Science (BS), Accounting and Finance

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