UBS Global Asset Management

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UBS Global Asset Management Employees

Employee
Years
Job
Industry
Anthony Kosturos Anthony Kosturos Greater Los Angeles Area Details
Anthony Kosturos's UBS Global Asset Management Experience December 2010 - September 2011
Job
Industry Renewables & Environment
Experience
Westar Associates  July 2012 - October 2013
UBS Global Asset Management   December 2010 - September 2011
USC Marshall School of Business  August 2009 - May 2011
Marcus & Millichap  August 2010 - December 2010
The Nicholas Group   April 2008 - September 2009

Skills
Microsoft Excel, Microsoft Office, Financial Modeling, Real Estate, Marketing, Financial Analysis, Real Estate Economics, Investments, Sales, Real Estate Development

Education
University of Southern California   2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance

Ahmed El Shourbagy Ahmed El Shourbagy Greater Minneapolis-St. Paul Area Details
Ahmed El Shourbagy's UBS Global Asset Management Experience March 2010 - September 2010
Job CoFounder at Lucy & Co
Industry Management Consulting
Experience
Lucy & Co   August 2014 - Present
@dogsofinstagram   July 2011 - Present
Seabury Group  August 2013 - November 2014
Target  January 2012 - August 2013
Target  June 2010 - January 2012
UBS Global Asset Management   March 2010 - September 2010
Keller Williams  June 2009 - August 2009

Skills
Analytics, Market Research, Financial Modeling, Competitive Analysis, Financial Analysis, Retail, E-commerce, Social Media, Management Consulting, Strategic Planning, Strategy, Cross-functional Team..., Forecasting, Leadership, Analysis, Business Strategy, Business Development, Finance, Project Management, Valuation, Project Planning

Education
University of Saint Thomas - School of Business   2008 — 2010
MBA, Business Administration and Management, General

University of Minnesota-Twin Cities   2004 — 2008
BA, Economics

Jesse James Batuto Jesse James Batuto Vancouver, Canada Area Details
Jesse James Batuto's UBS Global Asset Management Experience April 2008 - October 2008
Job Technical Support Specialist
Industry Information Technology and Services
Experience
D-Wave Systems Inc.  May 2013 - Present
IBM Canada / Lululemon Athletics   October 2012 - January 2013
NovaGold Resources Inc.  May 2012 - October 2012
AT&T  February 2009 - December 2011
UBS Global Asset Management   April 2008 - October 2008
GE  September 2006 - March 2008
Unlimited Solutions Corporation   October 2004 - August 2006
Sykes  December 2003 - July 2004
Fujitsu  September 2002 - October 2003

Skills
Vendor Management, Microsoft SQL Server, Data Center, Technical Support, Windows, System Administration, Active Directory, Disaster Recovery, Windows Server, Troubleshooting, Microsoft Exchange, Help Desk Support, Servers

Education
University of San Jose - Recoletos   1997 — 2002
BS Computer Engineering

Thomas Kornmeier Thomas Kornmeier Greater Chicago Area Details
Thomas Kornmeier's UBS Global Asset Management Experience September 2002 - December 2005
Job Middleware Portfolio Seller assigned to General Motors, Comerica Bank, Dow Chemical & Chrysler/Fiat at IBM
Industry Computer Software
Experience
IBM  July 2015 - Present
IBM  September 2012 - Present
Wiseman Engine Group L.L.C.   January 2008 - Present
QED Financial Systems, Inc.   January 2010 - September 2012
Houlihan Smith & Company, Inc.   June 2009 - January 2010
Quantitative Alpha LLC   December 2005 - September 2009
UBS Global Asset Management   September 2002 - December 2005
Versant  August 1997 - February 2003
Objectivity  February 1995 - August 1997
Synon Incorporated   May 1990 - February 1995

Skills
Hedge Funds, Investments, Asset Managment, Risk Management, Management Consulting, CRM, Portfolio Management, Financial Services, Management, Product Management, Mergers & Acquisitions, Business Analysis, Investment Banking, Sales Process, Asset Management, Equities

Education
University of Michigan   1973 — 1977
B.S., Biology, Business, Chemistry

University of Michigan   1973 — 1977
Bachelor of Science (B.S.)

Benjamin Kandelman Benjamin Kandelman Greater Chicago Area Details
Benjamin Kandelman's UBS Global Asset Management Experience June 2009 - August 2009
Job Senior Reports Analyst at Fieldglass
Industry Computer Software
Experience
Fieldglass  July 2014 - Present
Fieldglass  October 2012 - June 2014
Veolia Transportation  June 2012 - September 2012
Veolia Transportation  March 2010 - June 2012
Veolia Transportation  September 2009 - March 2010
UBS Global Asset Management   June 2009 - August 2009
UBS Wealth Management  January 2009 - April 2009
Cutting Edge Electric   October 2008 - December 2008
South Shore Trading   May 2007 - December 2008

Skills
Excel, Access, VBA, Data Analysis, Databases, Microsoft Office, Financial Analysis, Problem Solving, Process Improvement, Strategic Planning, Business Analysis, Customer Service, Operations Management, Requirements Analysis, Management, Microsoft Excel, Windows, Budgets, Business Process..., Research, Contract Management, Analysis, Project Planning, Financial Modeling, Forecasting, Leadership, Accounting, Project Management, Portfolio Management, Team Leadership, Outlook, MS Project, Microsoft SQL Server, Microsoft Word, SharePoint, Procurement, Training, Program Management, PowerPoint, Risk Management, Business Intelligence, Software Documentation, Vendor Management, System Administration, SQL, Visio, Finance, Auditing, Financial Reporting, Strategy

Education
University of Illinois at Chicago   2007 — 2009
of Business Administration, finance

Ida Crown Jewish Academy   2001 — 2005

Stephanie Stanton Stephanie Stanton Chicago, Illinois Details
Stephanie Stanton's UBS Global Asset Management Experience June 2012 - December 2012
Job Senior Associate, Business Consulting at Sapient Global Markets
Industry Capital Markets
Experience
Sapient Global Markets  August 2015 - Present
Sapient Global Markets  March 2013 - Present
UBS Global Asset Management   June 2012 - December 2012
CITES Instructional Computing Services (ICS)   May 2011 - May 2012
University YMCA  September 2008 - May 2012
CME Group  May 2011 - August 2011
CME Group  June 2010 - August 2010

Skills
Business Analysis, Process Improvement, Analysis, Portfolio Management, Competitive Analysis, Management Consulting, Capital Markets, Market Research, Program Management, Project Management, Business Strategy, Equities, Fixed Income, Data Analysis, Graphic Design

Education
The University of Chicago   2014 — 2015
Integrated Marketing Certificate

University of Illinois at Urbana-Champaign - College of Business   2008 — 2012
Bachelor of Science, Finance & Marketing

Naperville North High School   2004 — 2008

Steve Moen Steve Moen Greater Minneapolis-St. Paul Area Details
Steve Moen's UBS Global Asset Management Experience 2011 - 2012
Job Senior Vice President at Advantus Capital Management
Industry Financial Services
Experience
Advantus Capital Management  2012 - Present
UBS Global Asset Management   2011 - 2012
Genworth Financial  2007 - 2011
Ameriprise Financial  2005 - 2007
American Express  1986 - 2005

Skills
Retirement, Pensions, Institutional, Retirement Services, 401k, Investments, Series 7, Mutual Funds, Defined Contribution, Series 63, Insurance, Investment Strategies, Financial Advisory, Relationship Management, Asset Allocation, Fixed Annuities

Education
University of Minnesota - Carlson School of Management
MBA, Marketing

University of Minnesota-Twin Cities
BSB, Finance

Milind Oke Milind Oke Greater New York City Area Details
Milind Oke's UBS Global Asset Management Experience May 2007 - August 2008
Job Senior Data Warehouse / Business Intelligence Solution Architect / Manager
Industry Information Technology and Services
Experience
ConvergEx Group  May 2014 - Present
International Fund Services (NA) LLC, A State Street Company   October 2012 - May 2014
Liquidnet  August 2010 - October 2012
Liquidnet  August 2008 - August 2010
R Square  May 2005 - August 2010
UBS Global Asset Management   May 2007 - August 2008
Celgene  September 2005 - April 2007
Wolters Kluwer  May 2005 - August 2005
iGATE  December 1999 - May 2005

Skills
Business Intelligence, Agile Methodologies, Data Integration, Agile Project Management, Architecture, Scrum, Oracle, PL/SQL, ETL, SDLC, Cognos, Database Design, SQL, Data Warehouse..., Microsoft Office, Data Modeling, OLTP, Shell Scripting, Electronic Trading, Program Management, Technical Leadership, Atlassian JIRA, MS Project, Data Mining, OLAP, Oracle SQL, Financial Services, Dark Pools, Reporting Systems, Netezza, Databases, Unix, JIRA, Oracle SQL Developer

Education
WIEECT   1997 — 2000
B. Sc. Tech, Computer Technology

Ruia   1994 — 1997
B. Sc., Physics

University of Mumbai   1992 — 1994
Higher Education, Physics Chemistry Mathematics

Britta Fleischhack-Norquoy Britta Fleischhack-Norquoy Fort Lauderdale, Florida Details
Britta Fleischhack-Norquoy's UBS Global Asset Management Experience 1996 - 2000
Job Conundrum Inc
Industry Maritime
Experience
Conundrum Inc   2011 - Present
Luxury Yachting Industry   2000 - 2010
UBS Global Asset Management   1996 - 2000
Maxwell Stamp  1993 - 1996

Skills
Management, Training, New Business Development, Superyacht Industry, Estate Management, Hotel/Restaurant/Hospita..., Yachting, Purchasing, Scuba Diving, Human Resources, Customer Service, Property Management, Accounting

Education
The University of Reading
Master of Arts (MA), European Studies/European Economic Integration

The University of Reading
Bachelor of Arts (BA), Accounting and Economics

Other

Ruiling Zeng, CFA Ruiling Zeng, CFA San Francisco, California Details
Ruiling Zeng, CFA's UBS Global Asset Management Experience February 2009 - May 2012
Job Vice President at BlackRock
Industry Investment Management
Experience
BlackRock  May 2012 - Present
UBS Global Asset Management   February 2009 - May 2012
UBS Global Asset Management   June 2007 - February 2009

Skills
Fixed Income, Hedge Funds, Derivatives, Investments, Asset Allocation, Financial Markets, Portfolio Management

Education
The University of Chicago   2006 — 2007
MS, Financial Mathematics

University of Oxford   2006 — 2007
MA, Economics

University of Oxford   2003 — 2006
BA, Economics & Management

Charles Bragg Charles Bragg Greater New York City Area Details
Charles Bragg's UBS Global Asset Management Experience February 1997 - Present
Job Americas Head of Risk Control
Industry Financial Services
Experience
UBS Global Asset Management   February 1997 - Present

Education
University of Illinois at Urbana-Champaign   1985 — 1989
B.S., Accountancy

Eric Garfunkel Eric Garfunkel New York, New York Details
Eric Garfunkel's UBS Global Asset Management Experience April 2015 - Present
Job Research Analyst at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   April 2015 - Present
Sanford C. Bernstein  February 2011 - April 2015
Sanford C. Bernstein  October 2003 - February 2011
Sanford C. Bernstein  August 2002 - October 2003

Skills
Hardware, Research

Education
University of Pennsylvania   1998 — 2002
Bachelor of Arts (B.A.), International Relations

Kaitlin Vangura Kaitlin Vangura Denver, Colorado Details
Kaitlin Vangura's UBS Global Asset Management Experience August 2013 - Present
Job Internal Investment Consultant at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   August 2013 - Present
DiGennaro Communications  November 2012 - August 2013
UBS Global Asset Management   December 2010 - November 2012
Rubenstein Communications  September 2008 - December 2010
COSENTINO, S.A.   May 2007 - August 2007

Skills
Public Relations, Press Releases, Social Media Marketing, Strategic Communications, Media Relations, Social Media, Marketing Communications, Event Planning, Facebook, Event Management, Publicity, Crisis Communications, Corporate Communications, Marketing Strategy, Internal Communications, Digital Marketing, Integrated Marketing

Education
University of Richmond   2004 — 2008
BA, International Studies: International Economics; Spanish

Edward Ashurst Edward Ashurst New York, New York Details
Edward Ashurst's UBS Global Asset Management Experience August 2014 - August 2015
Job Financial Officers Practice
Industry Venture Capital & Private Equity
Experience
Heidrick & Struggles  September 2015 - Present
UBS Global Asset Management   August 2014 - August 2015
Blackwood   November 2010 - July 2014

Skills
Private Equity, Infrastructure, Strategy, Financial Modeling, Management, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Investment Banking, Due Diligence, Business Strategy, Finance

Education
University of Nottingham
History, 2:1, including a 1st in Dissertation

The Royal Hospital School
English A, History A, Geography A, Business A

Hugo Chavez Hugo Chavez Greater New York City Area Details
Hugo Chavez's UBS Global Asset Management Experience 1996 - 2001
Job Vice President at Citigroup
Industry Banking
Experience
Citigroup  May 2006 - Present
UBS Global Asset Management   1996 - 2001

Skills
Investment Banking

Education
University of Illinois at Urbana-Champaign   1987 — 1991
BS, Finance

University of Illinois at Urbana-Champaign - College of Business   1987 — 1991

Ma Lang Ma Lang Whitestone, New York Details
Ma Lang's UBS Global Asset Management Experience June 2015 - Present
Job Intern at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   June 2015 - Present
UBS  June 2014 - August 2014
Queens District Attorney's Office  June 2012 - August 2012

Skills
Financial Modeling, Financial Analysis, Bloomberg, Microsoft Excel, PowerPoint, Microsoft Office, Corporate Finance, Teamwork, Accounting, Microsoft Word, Economics, Finance, Banking, Data Analysis, Ballroom Dance, Valuation, Investments, Customer Service, Portfolio Management, Asset Management, Risk Management

Education
University of Pennsylvania - The Wharton School   2014 — 2017
Bachelor of Applied Science (BASc), Finance, General, 3.5

The Lawrenceville School   2009 — 2013
High School Diploma (Cum Laude)

Shanghai Foreign Language School

Alex Kaye, CFA Alex Kaye, CFA San Francisco, California Details
Alex Kaye, CFA's UBS Global Asset Management Experience 1997 - 2003
Job Head of Research at McMorgan & Company
Industry Investment Management
Experience
McMorgan & Company  2014 - Present
Credit Suisse  2011 - 2013
Wilshire Associates  2007 - 2010
Ibbotson Associates  2004 - 2007
UBS Global Asset Management   1997 - 2003

Skills
Chartered Finacial..., Series 7, Series 66, Asset Allocation, Portfolio Management, Due Diligence, Investments, Institutional..., Investment Strategies, Financial Advisory, Alternative Investments, Fixed Income, Finance, Investment Management, Equities, Asset Management

Education
University of Iowa   1988 — 1991
BBA, Finance

Shannon Fitzpatrick Shannon Fitzpatrick Chicago, Illinois Details
Shannon Fitzpatrick's UBS Global Asset Management Experience May 2010 - August 2010
Job Senior Marketing Consultant Specialty Product Lines at Allstate
Industry Insurance
Experience
Allstate  January 2014 - Present
Allstate  July 2013 - December 2013
Allstate  July 2012 - July 2013
Allstate  July 2011 - July 2012
MA Interactive Group   May 2010 - August 2010
UBS Global Asset Management   May 2010 - August 2010

Skills
Project Management, Financial Analysis, Marketing, Communication Skills, Analytical Skills, Marketing Strategy, Integrated Marketing, Time Management, Team Leadership, Microsoft Office, Fast Learner, General Insurance, Customer Service, Financial Reporting, Adaptability

Education
University of Illinois at Urbana-Champaign   2007 — 2011
Bachelor's degree, Economics

Brian Cho Brian Cho Greater Chicago Area Details
Brian Cho's UBS Global Asset Management Experience March 2011 - January 2012
Job Compliance Officer at SunGard Brokerage & Securities Services LLC
Industry Financial Services
Experience
SunGard Brokerage & Securities Services LLC   May 2014 - Present
Lighthouse Partners  June 2013 - May 2014
Mercer Investment Consulting  January 2012 - June 2013
UBS Global Asset Management   March 2011 - January 2012
Northern Trust  July 2009 - March 2011

Skills
Series 7, Series 63, Series 24, Hedge Funds, Investments, Trading, Fixed Income, Operational Risk..., Equities, Alternative Investments, Operational Risk

Education
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Accountancy

Laima Staskus Laima Staskus Chicago, Illinois Details
Laima Staskus's UBS Global Asset Management Experience December 2013 - Present
Job Client Reporting Analyst at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   December 2013 - Present
UBS Global Asset Management   2013 - 2014
Harbor Funds  August 2012 - March 2013
Harbor Funds  April 2012 - July 2012
Trinity Asset Management   2012 - 2012

Skills
Bloomberg, Confluence-Unity, Business Objects, Microsoft Office, Mutual Funds, Derivatives, Portfolio Management

Education
University of Illinois at Chicago   2008 — 2011
Bachelor of Science, Finance

Gina Yasmin Saleem Gina Yasmin Saleem Greater Chicago Area Details
Gina Yasmin Saleem's UBS Global Asset Management Experience 2003 - Present
Job Data Management Analyst at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   2003 - Present
Russell Mellon Analytical Services   October 1998 - May 2002
RBC  January 1991 - September 1998

Skills
Bloomberg, Fixed Income, Equities, Asset Management, Derivatives, Business Analysis, Market Data, Data Warehousing, Data Management, SQL, Back Office, Hedge Funds, Securities, Reference Data, Bloomberg Terminal, Business Requirements, Swaps, Banking, Fund Accounting, Middle Office, Bonds, Investments, Financial Services, Valuation, Financial Markets

Education
University of Regina   1987 — 1990
Bachelor of Business Administration (BBA), Economics

Matt Slemmer Matt Slemmer Hoboken, New Jersey Details
Matt Slemmer's UBS Global Asset Management Experience April 2013 - Present
Job Product Controller with A&Q Hedge Fund Solitions
Industry Financial Services
Experience
UBS Global Asset Management   April 2013 - Present
Citi  December 2011 - April 2013

Skills
Account Reconciliation, Accounting, Financial Statements, Mutual Funds

Education
University of Scranton   2010 — 2011
Master of Business Administration (MBA), Accounting

University of Scranton   2006 — 2010
Bachelor of Science (B.S.), Accounting

Carolyn Burke Carolyn Burke Greater Chicago Area Details
Carolyn Burke's UBS Global Asset Management Experience 2001 - 2009
Job Executive Leader and Board Member Asset Management and Hedge Fund Operations
Industry Financial Services
Experience
Mesirow Advanced Strategies  2009 - 2015
Grant Park Futures Fund Limited Partnership   2004 - 2014
UBS Global Asset Management   2001 - 2009
UBS Global Asset Management   1995 - 2001
Van Kampen Investments  1992 - 1995
KPMG  1989 - 1992

Skills
Alternative Investments, Hedge Funds, Investment Management, Asset Management, Board of Directors, Mutual Funds, Strategy, Process Improvement, Valuation, Investments, Private Equity, Equities, Fund Of Funds, Fixed Income, Investment Strategies, Financial Modeling, Asset Allocation, Derivatives, Portfolio Management, Bloomberg, Management, Asset Managment, Securities

Education
The University of Chicago   2002 — 2005
Master of Business Administration (M.B.A.), Finance, Strategic Management

University of Notre Dame   1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting

Scott Salzman Scott Salzman Atlanta, Georgia Details
Scott Salzman's UBS Global Asset Management Experience June 2013 - August 2013
Job Financial Management Program (FMP) at GE Energy
Industry Financial Services
Experience
GE Power & Water  July 2014 - Present
UBS Global Asset Management   June 2013 - August 2013
University of Florida  July 2012 - June 2013

Skills
Public Relations, Recruiting, Marketing, PowerPoint, Budgets, Microsoft Excel, Microsoft Office, Leadership, Social Media Marketing, Public Speaking, Microsoft Word, Social Media

Education
University of Florida   2010 — 2014
Bachelor of Science (BS), Finance

Robert Fitzpatrick Robert Fitzpatrick Greater Boston Area Details
Robert Fitzpatrick's UBS Global Asset Management Experience February 2015 - Present
Job Executive Director at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   February 2015 - Present
Harmonic Capital   August 2013 - May 2014
First Quadrant  October 2005 - December 2012
Putnam Investments  June 2000 - November 2004
Fidelity Investments  October 1995 - May 2000
IBM  October 1984 - May 1995

Skills
Investment Management, Equities, Alternative Investments, Fixed Income, Investments, Investment Strategies, Portfolio Management, Capital Markets, Mutual Funds, Financial Modeling, Sales, Financial Services, Bloomberg, Financial Analysis, Valuation, Investment Advisory, Equity Research, Hedge Funds, Senior Business..., Managing Director, Global Consultant, Global Consultant..., Investments,..., Hedge Fund Management, Investment Specialist

Education
University of Notre Dame - Mendoza College of Business
Bachelor of Business Administration, Finance

Belmont Hill School
Cum Laude

David Cheng David Cheng Chicago, Illinois Details
David Cheng's UBS Global Asset Management Experience 2014 - Present
Job Portfolio Manager at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   2014 - Present
Hewlett-Packard  2010 - 2014
Megapolitan Investment Group   2009 - 2010
Western Asset Management  2001 - 2009
ShockMarket   2000 - 2001
Morgan Stanley Investment Management  1999 - 2000

Education
University of Pennsylvania   1995 — 1999
BSE, BAS, Finance, Electrical Engineering

Michael Dow Michael Dow Western Springs, Illinois Details
Michael Dow's UBS Global Asset Management Experience February 2008 - Present
Job Portfolio Manager at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   February 2008 - Present
Reams Asset Management  March 2003 - December 2004
PIMCO  March 1995 - March 2003

Skills
Mutual Funds, Derivatives, Fixed Income, Asset Management, Investment Management, Global Fixed Income, Portfolio Management, Investment Strategies

Education
The University of Chicago   2004 — 2008
Master of Arts (MA), Economics

The University of Chicago   1989 — 1992
Master of Business Administration (MBA), Finance, General

University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Accounting

Nina Patel Nina Patel Greater Chicago Area Details
Nina Patel's UBS Global Asset Management Experience June 2011 - August 2011
Job Associate, Manager Research at Mercer Investments
Industry Investment Management
Experience
Mercer  August 2015 - Present
Mercer  February 2013 - August 2015
University of Illinois at Chicago  January 2012 - December 2012
Junior Achievement of Chicago  August 2010 - December 2012
Mercer Investments  May 2012 - August 2012
UBS Global Asset Management   June 2011 - August 2011

Skills
Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Operations Management, Statistics, Analysis, Microsoft Word, Finance, Equities

Education
University of Illinois at Chicago   2009 — 2012
Bachelor of Science (B.S.), Finance, Honors College

Hoffman Estates High School   2006 — 2009

Edward Konrath Edward Konrath Greater Chicago Area Details
Edward Konrath's UBS Global Asset Management Experience 2002 - 2003
Job Operations Administrator at Segall Bryant & Hamill
Industry Financial Services
Experience
Segall Bryant & Hamill  September 2015 - Present
Northern Trust  October 2003 - Present
UBS Global Asset Management   2002 - 2003
Lincoln Capital Management   2000 - 2002
Harris Investment Management  1998 - 2000

Skills
Fixed Income, Equities, Securities, Settlement, Financial Reporting, Banking, Financial Services, Bloomberg, Client Service Oriented, Microsoft Excel, Microsoft Word, Lotus Notes, Mutual Funds, Back Office, Middle Office, Bonds, Asset Allocation, Finance, Account Reconciliation, Bloomberg Terminal, Portfolio Management

Education
University of Illinois at Chicago
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services

Charlie Penicook Charlie Penicook Greater Chicago Area Details
Charlie Penicook's UBS Global Asset Management Experience June 2013 - August 2013
Job Corporate Ratings Analyst at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings  June 2014 - Present
UBS Global Asset Management   June 2013 - August 2013
UBS Global Asset Management   June 2012 - August 2012

Skills
PowerPoint, Microsoft Word, Microsoft Office, Access, Customer Service, Microsoft Excel, Financial Modeling, Marketing, Data Analysis, Fixed Income, Financial Analysis

Education
University of Illinois at Urbana-Champaign   2010 — 2014
Bachelor of Science (B.S.), Finance, 3.21

Fenwick High School   2006 — 2010
High Honors

David Vincent, CFA, CAIA David Vincent, CFA, CAIA Greater New York City Area Details
David Vincent, CFA, CAIA's UBS Global Asset Management Experience October 2014 - Present
Job Executive Director at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   October 2014 - Present
TA Capital Management, LLC   September 2013 - May 2014
Total Alignment Wealth Advisors, LLC   August 2013 - May 2014
Fred Alger Management  December 2012 - August 2013
Fred Alger Management  June 2011 - December 2012
Fred Alger Management  December 2006 - June 2011
General Motors Asset Management  November 2004 - December 2006
Dahab Associates, Inc.   December 2002 - December 2004
Morgan Stanley  September 2000 - April 2002

Skills
Hedge Funds, Alternative Investments, Mutual Funds, Investments, Investment Strategies, Asset Allocation, Finance, Portfolio Management, Business Strategy, Wealth Management, Financial Advisory, Equities, Investment Advisory, Series 7, Family Office, Capital Markets, PowerPoint, Asset Management, Microsoft Excel, Morningstar, Microsoft Word, Management, Factset, Financial Analysis, Strategy, Outlook, Excel, Word, Investment Management, Financial Services

Education
University of Pitsburgh   1996 — 2000
BSBA Business General Management

University of Pittsburgh   1996 — 2000
BSBA

Jennifer Dulski Jennifer Dulski Chicago, Illinois Details
Jennifer Dulski's UBS Global Asset Management Experience July 2012 - September 2013
Job Attorney at K&L Gates LLP
Industry Law Practice
Experience
K&L Gates LLP  October 2014 - Present
Foley & Lardner LLP  September 2013 - October 2014
UBS Global Asset Management   July 2012 - September 2013
Reed Smith LLP  August 2007 - July 2012

Education
University of Illinois College of Law
Doctor of Law (J.D.)

University of Maryland College Park
Bachelor of Science (B.S.), Finance

Sandhya Sistla Sandhya Sistla Greater Los Angeles Area Details
Sandhya Sistla's UBS Global Asset Management Experience June 2009 - August 2009
Job Corporate Strategy & Business Development Associate at The Walt Disney Company
Industry Entertainment
Experience
The Walt Disney Company  July 2012 - Present
Moelis & Company  July 2010 - July 2012
UBS Global Asset Management   June 2009 - August 2009

Education
University of Michigan - Stephen M. Ross School of Business   2006 — 2010
BBA, Strategy & Finance

Mark Bergen Mark Bergen Boston, Massachusetts Details
Mark Bergen's UBS Global Asset Management Experience 2002 - 2005
Job COO/CFO at Anchor Capital Advisors LLC
Industry Financial Services
Experience
Anchor Capital Advisors LLC   May 2013 - Present
W.P. Stewart & Co., Inc.   June 2010 - May 2013
Angelo Gordon & Co  2009 - July 2010
AG Asset Management (formerly known as ForstmannLeff LLC)   January 2005 - July 2010
UBS GLOBAL ASSET MANAGEMENT   2002 - 2005
Goldman Sachs  2000 - 2002
UBS Investment Bank  1989 - 2000
Andersen Consulting  1979 - 1989

Skills
Asset Management, Crisis Management, Acquisition Integration, Restructuring, Investment Banking, Change Management, Capital Markets, Hedge Funds, Executive Management, Mergers, Asset Managment, Trading, Options, Mergers & Acquisitions, Derivatives, Credit, Trading Systems, Electronic Trading, Equities, Risk Management, Private Equity, Valuation, Finance, Financial Services, Investments

Education
University of Illinois at Urbana-Champaign   1977 — 1979
MBA, Finance

University of Illinois at Urbana-Champaign - College of Business   1973 — 1977
BS, Finance

Brandon M. Melbye Brandon M. Melbye Chicago, Illinois Details
Brandon M. Melbye's UBS Global Asset Management Experience July 2005 - Present
Job Director, Client Relationship Manager at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   July 2005 - Present
The Northern Trust Company  June 2000 - July 2005
The Northern Trust Company  November 1996 - June 2000

Skills
Wealth Management, Investment Management, Asset Allocation, Equities, Fixed Income, Investments, Mutual Funds, Series 7, Relationship Management, Emerging Markets, Risk Management, Finance, Separately Managed..., Pension Funds, Funding, High Net Worth..., CRM, Portfolio Management, Alternative Investments

Education
The Charles H. Kellstadt Graduate School of Business at DePaul University   2000 — 2004
Master of Business Administration (MBA)

University of Illinois at Urbana-Champaign   1992 — 1996
Bachelor of Science in Finance

Jeff Ettinger Jeff Ettinger Greater New York City Area Details
Jeff Ettinger's UBS Global Asset Management Experience June 2005 - September 2005
Job Regional Sales Manager at Trade Supply Group
Industry Chemicals
Experience
Trade Supply Group  April 2013 - Present
Sherwin Williams  September 2007 - March 2013
Sherwin Williams  July 2006 - September 2007
UBS Global Asset Management   June 2005 - September 2005

Skills
Management, Leadership, Sales, Sales Management, Account Management, New Business Development, Financial Analysis, Manufacturing, Direct Sales, Business Planning, Marketing Strategy, Forecasting, Competitive Analysis, Strategic Planning, Negotiation, Sales Operations, Marketing, Business Strategy, Budgets, Product Development, Revenue & Profit Growth, Finance

Education
University of Delaware - Lerner College of Business and Economics   2002 — 2006
Bachelor of Science, Finance, GPA 3.23 – Dean’s List

Allie Barot Allie Barot Greater New York City Area Details
Allie Barot's UBS Global Asset Management Experience 2003 - 2006
Job Head of HR Investments & Corporate
Industry Human Resources
Experience
Guardian Life Insurance  August 2009 - Present
Barot Consulting   March 2009 - August 2009
UBS  March 2006 - March 2009
UBS Global Asset Management   2003 - 2006
UBS Investment Bank  2001 - 2003

Skills
Talent Management, Succession Planning, Organizational..., Talent Acquisition, Human Resources, Employee Engagement, Leadership Development, Executive Coaching, Personnel Management, Change Management, Organizational..., Employment Law, MBTI, Vendor Management, Psychometrics, Management, Business Development, Performance Management, Employee Relations, HR Transformation, Strategy, Leadership

Education
University of Leicester   2003 — 2005
LLM, M.A., Law & Employment Relations

Dan Sherwood Dan Sherwood Greater Boston Area Details
Dan Sherwood's UBS Global Asset Management Experience June 2007 - August 2007
Job Analyst at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments  March 2013 - Present
Fidelity Investments  August 2008 - March 2013
UBS Global Asset Management   June 2007 - August 2007
Merrill Lynch  1998 - 2006
Merrill Lynch  1998 - 2006

Skills
Equities, Equity Research, Financial Modeling, Trading, Valuation, Investments, Asset Management, Portfolio Management, Hedge Funds, Financial Analysis

Education
University of Pennsylvania - The Wharton School   2006 — 2008
Master of Business Administration (MBA)

Yale University   1994 — 1998
Bachelor's degree

Lynn Eisenberg Glantz Lynn Eisenberg Glantz Greater New York City Area Details
Lynn Eisenberg Glantz's UBS Global Asset Management Experience June 2000 - December 2004
Job Vice President, Investor Relations at Rockwood Capital
Industry Venture Capital & Private Equity
Experience
Rockwood Capital  June 2012 - Present
Cantor Fitzgerald  March 2011 - June 2012
The Praedium Group  December 2004 - March 2011
UBS Global Asset Management   June 2000 - December 2004

Education
University of Michigan   1996 — 2000

David Rabenold David Rabenold Greater New York City Area Details
David Rabenold's UBS Global Asset Management Experience October 2003 - May 2005
Job Vice President Managed Account Trading
Industry Investment Management
Experience
Neuberger Berman  May 2005 - Present
UBS Global Asset Management   October 2003 - May 2005
Engemann Asset Management  June 2000 - July 2003

Education
University of Rhode Island   1990 — 1994

T.F. Meagher T.F. Meagher Greater Chicago Area Details
T.F. Meagher's UBS Global Asset Management Experience December 2006 - March 2010
Job Executive Director at UBS O'Connor
Industry Investment Management
Experience
UBS O'Connor  March 2010 - Present
UBS Global Asset Management   December 2006 - March 2010
Ziegler Capital Management (previously Burnham Sullivan & Associates)   January 2004 - November 2006

Skills
Hedge Funds, Asset Management, Asset Managment

Education
University of Illinois at Urbana-Champaign   1999 — 2003

Erin Houston Erin Houston Greater New York City Area Details
Erin Houston's UBS Global Asset Management Experience October 2009 - Present
Job Portfolio Manager at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   October 2009 - Present
Western Asset Management  September 2004 - 2009
Citigroup  May 2002 - June 2005
Morgan Stanley Smith Barney  1999 - 2003

Education
University of Maryland - Robert H. Smith School of Business   1995 — 1999

David Redensky David Redensky Greater Chicago Area Details
David Redensky's UBS Global Asset Management Experience September 2013 - Present
Job Associate Director at UBS Global Asset Management
Industry Computer Software
Experience
UBS Global Asset Management   September 2013 - Present
Northern Trust Corporation  March 2011 - September 2013
CDW  August 2010 - March 2011
Deutsche Asset Management  May 2009 - August 2010
Symphono Collab LLC   September 2008 - May 2009
Wachovia Securities  July 2004 - September 2008
First Traders   April 2001 - July 2004

Skills
Agile Methodologies, C#, SDLC, SQL, Software Development, Microsoft SQL Server, Software Project..., Business Analysis, Requirements Analysis

Education
University of Michigan-Dearborn   1991 — 1995

Laynie Miller Laynie Miller Dallas/Fort Worth Area Details
Laynie Miller's UBS Global Asset Management Experience July 1990 - December 2013
Job Owner, WACE Advisors
Industry Real Estate
Experience
WACE Advisors   February 2014 - Present
UBS Global Asset Management   July 1990 - December 2013
Valley Ranch Association   2010 - 2012
Allegis Realty Investors, LLC   1993 - 1999
Aetna Life & Casualty  1990 - 1993

Skills
Real Estate Investment, Due Diligence, Real Estate Development, Real Estate, Asset Management, Investments, Leadership, Apartments, Disposition, Valuation, Investment Properties, Real Estate Transactions, Property Management, Asset Managment, Negotiation, Leases, Real Estate Economics, Brokerage, Commercial Real Estate, Real Estate Financing, Corporate Real Estate, Appraisals, Property, Portfolio Management, Lease Administration, Tenant, Contract Negotiation

Education
University of Iowa

Jennifer Sylvia Jennifer Sylvia Greater Chicago Area Details
Jennifer Sylvia's UBS Global Asset Management Experience December 2008 - Present
Job Fixed Income Capabilities Manager at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   December 2008 - Present
HFR Asset Management  May 2003 - December 2008

Education
University of Illinois at Urbana-Champaign - College of Business   1999 — 2003

Judi Murdock Howard Judi Murdock Howard Tampa/St. Petersburg, Florida Area Details
Judi Murdock Howard's UBS Global Asset Management Experience 2012 - Present
Job Citibank
Industry Banking
Experience
Citibank  November 2012 - Present
UBS Global Asset Management   2012 - Present
Moneylink Mortgage   April 1998 - 2009

Education
University of Florida

Gena Albertelli Gena Albertelli Greater New York City Area Details
Gena Albertelli's UBS Global Asset Management Experience July 2005 - July 2006
Job Assistant Vice President Anti Money Laundering at Citigroup
Industry Financial Services
Experience
Citigroup  August 2006 - Present
Smith Barney  2006 - Present
UBS Global Asset Management   July 2005 - July 2006

Education
University of Florida   2001 — 2005

Maria Pfeifer Maria Pfeifer Kansas City, Missouri Area Details
Maria Pfeifer's UBS Global Asset Management Experience April 2001 - July 2002
Job Special assistant to Senator Talent
Industry Defense & Space
Experience
The Heritage Foundation  August 2013 - Present
UMB Bank  January 2007 - Present
Commerce Bank  October 2004 - January 2007
Commerce Bank  September 2002 - October 2004
UBS Global Asset Management   April 2001 - July 2002

Skills
Banking, Account Reconciliation, CRM, Credit, Credit Risk, Finance, Financial Analysis, Financial Reporting, Financial Modeling, Investments, Financial Risk, Management, Portfolio Management, Loans, Credit Analysis, Cash Management

Education
University of Missouri-Kansas City   2003 — 2005
Masters of Science, Accounting

University of Missouri-Kansas City   1997 — 2000
Bachelors of Science, Accounting

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

Aaron Bubley Aaron Bubley Miami/Fort Lauderdale Area Details
Aaron Bubley's UBS Global Asset Management Experience May 2005 - September 2005
Job Trader
Industry Investment Management
Experience
Mongolia Growth Group   February 2011 - Present
Praetorian Capital Management LLC   May 2006 - Present
UBS Global Asset Management   May 2005 - September 2005

Skills
Equities, Hedge Funds, Asset Management, Alternative Investments, Bloomberg, Fixed Income, Equity Research

Education
University of Miami - School of Business   2002 — 2006
BBA, Accounting/Finance

Robert Bernstein Robert Bernstein Greater Chicago Area Details
Robert Bernstein's UBS Global Asset Management Experience 1993 - 2002
Job at
Industry Investment Management
Experience
Envestnet Retirement Solutions, LLC   July 2013 - Present
Whitebox Advisers   2013 - Present
Power Capital Partners   2013 - Present
Fay Financial   2010 - Present
Prism Family Office   April 2003 - Present
Brinson Partners / UBS Asset Management   April 1994 - May 2003
UBS Global Asset Management   1993 - 2002

Skills
Alternative Investments, Hedge Funds, Investments, Emerging Markets, Private Equity, Asset Managment, Asset Allocation, Equities, Valuation, Financial Markets, Fund Of Funds, Corporate Finance, Investment Management, Investment Strategies, Start-ups, Venture Capital, Investment Banking, Investment Advisory, Financial Analysis, Strategy, Mergers & Acquisitions, Capital Markets, Due Diligence, Wealth Management, Entrepreneurship, Wealth Management..., Structured Finance, Strategic Financial..., Trading, Private Placements, Portfolio Management, Investor Relations, Fixed Income, Financial Advisory, Family Office, Economics

Education
University of Pennsylvania - The Wharton School   1972 — 1976

Josh Helm Josh Helm Greater Denver Area Details
Josh Helm's UBS Global Asset Management Experience May 1999 - October 2001
Job Segment Marketing Analytics at CenturyLink
Industry Telecommunications
Experience
CenturyLink  May 2014 - Present
CenturyLink  June 2008 - Present
Embarq  2006 - June 2008
UBS Global Asset Management   May 1999 - October 2001

Skills
Pricing, Pricing Strategy, Competitive Analysis, Business Case, Contract Negotiation, Managed Services, Strategic Planning, Cross-functional Team..., Finance, Product Management, Telecommunications, Sales Operations, Managerial Finance, Risk Management, Project Management, Management, Solution Selling

Education
University of Missouri-Kansas City
Bachelor of Arts (BA), MBA, Economics

Deborah Jang, CFA Deborah Jang, CFA Greater Chicago Area Details
Deborah Jang, CFA's UBS Global Asset Management Experience April 2014 - Present
Job Executive Director at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   April 2014 - Present
UBS Global Asset Management   June 2012 - April 2014
UBS Global Asset Management   November 2008 - June 2012
UBS Global Asset Management   August 2005 - November 2009

Skills
Fixed Income, Investments, Fixed Income Analysis, Derivatives, Securities, Portfolio Management, Hedge Funds, Asset Management, Bloomberg, Valuation, Alternative Investments, Asset Managment, Equities, Asset Allocation, Bonds, Investment Strategies, Options, Capital Markets

Education
Glenbrook North

University of Pennsylvania

Wharton School, University of Pennsylvania

Alessandro D'Agaro Alessandro D'Agaro Appleton, Wisconsin Details
Alessandro D'Agaro's UBS Global Asset Management Experience 2007 - 2012
Job Equity Research Analyst at Thrivent Asset Management
Industry Investment Management
Experience
Thrivent Asset Management  October 2013 - Present
UBS Global Asset Management   2007 - 2012
UBS Global Asset Management   2001 - 2007
UBS Global Asset Management   1999 - 2001
US Navy  1990 - 1997

Skills
Bloomberg, Portfolio Management, Hedge Funds, Investments, Financial Modeling, Equity Research, Equity Valuation, Private Equity, Investment Management, Asset Allocation, Investment Strategies, Valuation, Equities, Derivatives, Alternative Investments, Asset Managment, Securities, Fixed Income, Trading, Asset Management, Analysis

Education
University of Chicago   1997 — 1999
MBA

University of Michigan   1987 — 1990
BSE, Materials Science and Engineering

Jason Borucki Jason Borucki Greater Chicago Area Details
Jason Borucki's UBS Global Asset Management Experience February 2014 - Present
Job Director at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   February 2014 - Present
UBS Global Asset Management   January 2011 - Present
BAI  December 2006 - December 2010
PeopleScout  April 2002 - December 2006
Sheldon I Dorenfest & Associates   August 1999 - April 2003

Skills
Data Analysis, Financial Services, Analysis, Business Analysis, Fixed Income, Asset Management, Derivatives, Market Data, Banking, Financial Analysis, Analytics, Project Management, Bonds, SQL, Tableau, SQL Server Management..., Crystal Reports, Crystal Xcelsius

Education
University of Illinois at Urbana-Champaign   1995 — 1999
BA

Daniel Peisert Daniel Peisert Greater Chicago Area Details
Daniel Peisert's UBS Global Asset Management Experience May 1999 - March 2005
Job VP Business Development at Concordia Healthcare
Industry Financial Services
Experience
Concordia Healthcare   March 2014 - Present
Cupps Capital Management   February 2012 - February 2014
Marathon Pharmaceuticals  July 2008 - April 2012
Magnetar Capital  May 2005 - June 2008
UBS Global Asset Management   May 1999 - March 2005
UBS Oconnor  1999 - 2005
UBS Warburg  May 1999 - March 2001
Price Waterhouse Coopers  August 1997 - May 1999

Skills
Financial Modeling, Equities, Hedge Funds, Auditing, Alternative Investments, Financial Analysis, Valuation, Product Development, Analysis, Hedging, Corporate Finance, Finance, Equity Research, Strategic Financial..., Pricing, Due Diligence, Financial Reporting, M&A experience, Start-ups, Derivatives, Portfolio Management, Securities, Capital Markets, Asset Allocation, Buy-side, Investor Relations, Proprietary Trading, Corporate Development, Fixed Income, Competitive Analysis, Venture Capital, DCF, Financial Services, Quantitative Analytics, Investment Strategies, VBA, Investment Banking, Bloomberg Terminal, Asset Management, Investments, Trading, Business Development, Economics, Management, Emerging Markets, Private Equity, Mergers & Acquisitions, Bloomberg, Options, LBO

Education
University of Minnesota - Carlson School of Management   1993 — 1997
BSB, Accounting

University of Minnesota-Twin Cities   1993 — 1997
BSB, Accounting

John Dugenske John Dugenske Greater Chicago Area Details
John Dugenske's UBS Global Asset Management Experience October 2013 - Present
Job Managing Director Global Head of Fixed Income at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   October 2013 - Present
UBS Global Asset Management   January 2009 - Present
Lehman Brothers Asset Management  March 2004 - December 2008
Deutsche Asset Management  May 1998 - October 2003
NISA Investment Advisors  June 1990 - April 1998

Education
AIMR   1998 — 1998
CFA

University of Illinois at Urbana-Champaign   1984 — 1990
MBA, MSME, BSME

Joe Devine Joe Devine San Diego, California Details
Joe Devine's UBS Global Asset Management Experience July 2007 - Present
Job Head of Global exUS Growth Equities, Senior Portfolio Manager, Emerging Markets Growth & Asia exJapan Growth
Industry Investment Management
Experience
UBS Global Asset Management   July 2007 - Present
Nicholas Applegate  July 2005 - July 2007

Skills
Hedge Funds, Equities, Investments, Asset Managment, Alternative Investments, Asset Allocation, Emerging Markets, Investment Management, Bloomberg, Portfolio Management, Investment Strategies, Trading, Fixed Income, Equity Research, Asset Management

Education
University of Southern California - Marshall School of Business   2008 — 2010
Master of Business Administration (MBA)

University of Southern California   1988 — 1993
BS, Policy, Planning, and Development

Jesuit High School Sacramento   1984 — 1988

Jeesoo Chung Jeesoo Chung Greater Detroit Area Details
Jeesoo Chung's UBS Global Asset Management Experience June 2008 - August 2008
Job University of Michigan
Industry Banking
Experience
UBS Global Asset Management   June 2008 - August 2008

Education
University of Michigan   2009 — 2011
Economics

James Simmonds James Simmonds Toronto, Canada Area Details
James Simmonds's UBS Global Asset Management Experience 2000 - 2006
Job Chief Compliance Officer
Industry Financial Services
Experience
TD Bank Financial Group  December 2012 - Present
JSimmonds Consulting Group   March 2012 - December 2012
Gluskin Sheff + Associates  January 2007 - March 2012
UBS Global Asset Management   2000 - 2006
RT Capital/ UBS Global Asset Management   2000 - 2006
ScotiaMcLeod  1987 - 1999

Skills
Asset Managment, Mutual Funds, Hedge Funds, Alternative Investments, Fixed Income, Securities, Equities, Investment Management, Investments, Wealth Management, Portfolio Management, Risk Management, Asset Management, Financial Services, Leadership, Executive Management

Education
ICAO   1978 — 1983
Chartered Accountant, Accounting

University of New Brunswick   1973 — 1977
BBA, Business

Mark McKevitt, CFA Mark McKevitt, CFA Kansas City, Missouri Details
Mark McKevitt, CFA's UBS Global Asset Management Experience April 2006 - October 2011
Job Senior Investment Analyst Industrials/Materials at Scout Investments
Industry Investment Management
Experience
Scout Investments  March 2014 - Present
Capital World Investors   January 2012 - March 2014
UBS Global Asset Management   April 2006 - October 2011
UBS Global Asset Management   May 2003 - April 2006
Ashton Partners  2002 - 2003
Zurich Scudder Investments  1999 - 2002
Scudder Kemper Investments  1999 - 2000

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

Education
University of Chicago - Booth School of Business   2003 — 2006
MBA, Finance/Accounting

University of Illinois at Urbana-Champaign   1995 — 1999
BA, Economics

Eric Rho Eric Rho Greater New York City Area Details
Eric Rho's UBS Global Asset Management Experience 2005 - 2008
Job Senior Project Manager at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters  2009 - Present
UBS Global Asset Management   2005 - 2008

Skills
Vendor Management, PMO, Resource Management, Program Management, SDLC, Business Analysis, Agile Methodologies

Education
University of Pennsylvania   1991 — 1995
BA

Jim Brandt, CFA Jim Brandt, CFA Greater San Diego Area Details
Jim Brandt, CFA's UBS Global Asset Management Experience November 2010 - Present
Job Director at UBS Global Asset Management
Industry Capital Markets
Experience
UBS Global Asset Management   November 2010 - Present
Miller Tabak  May 2009 - December 2010
Duncan Hurst Capital Management  June 1998 - October 2008

Education
University of Southern California
BS, Business

Alexandra Ayala Alexandra Ayala Greater Chicago Area Details
Alexandra Ayala's UBS Global Asset Management Experience September 2013 - Present
Job Director at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   September 2013 - Present
MSCI Inc.  February 2012 - August 2013
MSCI Inc.  August 2010 - February 2012
Optiver  September 2006 - September 2008
Optiver Derivatives trading   June 2006 - August 2006
Utrecht University  June 2003 - May 2006

Skills
Risk Management, MiFID, Trading, Investments, Derivatives, Financial Modeling, Research, Valuation, Corporate Finance, Asset Management, Financial Risk, Management Consulting, Analysis, Financial Markets, Emerging Markets, Business Strategy

Education
University of Oxford   2008 — 2010
MBA, Finance

Nake   2002 — 2004
Diploma, Quantitative economics

Universiteit Utrecht   2000 — 2001
Masters of Law LLM, Law

Lauren Melnick-Corrigan Lauren Melnick-Corrigan Greater Chicago Area Details
Lauren Melnick-Corrigan's UBS Global Asset Management Experience July 2015 - Present
Job Director, Client Service Specialist at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   July 2015 - Present
Guggenheim Partners  January 2013 - July 2015
Jackson National Asset Management, LLC  January 2011 - January 2013
Northern Trust  March 2008 - January 2011
Northern Trust  September 2006 - March 2008
Northern Trust  May 2005 - September 2006

Skills
Bloomberg, Mutual Funds, Equities

Education
University of Illinois at Urbana-Champaign - College of Business   2001 — 2005
Bachelors, Science

Monika Budyn Monika Budyn Greater Chicago Area Details
Monika Budyn's UBS Global Asset Management Experience March 2011 - June 2013
Job Portfolio Associate at William Blair & Company
Industry Financial Services
Experience
William Blair & Company  July 2013 - Present
UBS Global Asset Management   March 2011 - June 2013
UBS Global Asset Management   June 2009 - March 2011
Urban Financial Advisory Corporation   January 2009 - September 2009

Skills
Equities, Bloomberg, Financial Modeling, Fixed Income, Hedge Funds, Asset Allocation, Finance, Investment Management, Asset Management

Education
University of Illinois at Chicago   2007 — 2010

Chip Campbell Chip Campbell Greater Chicago Area Details
Chip Campbell's UBS Global Asset Management Experience December 2012 - Present
Job Director at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   December 2012 - Present
Aflac  July 2004 - December 2012
Trusco Capital Management  August 1998 - June 2004
Trusco Capital Management  1998 - 2004

Skills
Credit, Hedge Funds, Valuation, Asset Managment, Capital Markets, Risk Management, Financial Modeling, Fixed Income, Equities, Portfolio Management, Investments, Bonds, Asset Management, Equity Research, Bloomberg, Alternative Investments, Derivatives, Securities

Education
University of South Carolina School of Law   1995 — 1998
Juris Doctor, Law

Rhodes College   1990 — 1994
B.A., Economics

Pinkesh Patel Pinkesh Patel Hartford, Connecticut Area Details
Pinkesh Patel's UBS Global Asset Management Experience December 2006 - Present
Job Associate Director at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   December 2006 - Present
Talcottville Development Company   August 2004 - November 2006
Gerber Scientific, Inc.   May 2001 - August 2004

Skills
Valuation, Asset Management, Financial Modeling, Financial Analysis, Risk Management, Due Diligence, Investments, Private Equity, Business Analysis, Alternative Investments

Education
University of Hartford   1999 — 2001
MBA, Accounting and Finance

University of Mumbai   1996 — 1999
Bachelor of Commerce (B.Com.), Accounting and Business/Management

Brenden Dougherty Brenden Dougherty Chicago, Illinois Details
Brenden Dougherty's UBS Global Asset Management Experience March 2010 - February 2011
Job Portfolio Analyst at PPM America, Inc.
Industry Banking
Experience
OneGlobe Citizen   January 2015 - Present
PPM America, Inc.   January 2013 - Present
Mesirow Financial  January 2012 - January 2013
Mesirow Financial  April 2011 - February 2012
UBS Global Asset Management   March 2010 - February 2011

Skills
Bloomberg, Fixed Income, Derivatives, Equities, Portfolio Management, Securities, Investments, Series 7, Asset Managment, Hedge Funds, Trading, Capital Markets, Bonds, Mutual Funds, Options

Education
University of Illinois at Chicago   2006 — 2010
Bachelor of Science (B.S.), Finance

Jyotika Lalwani Jyotika Lalwani Toronto, Canada Area Details
Jyotika Lalwani's UBS Global Asset Management Experience Senior Investment AccountantFortis Fund Services2000 - 2008
Job Account Manager at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   Senior Investment AccountantFortis Fund Services2000 - 2008

Skills
Hedge Funds, Fund Accounting, Equities, Fund Administration, Fixed Income

Education
University of Mumbai   1992 — 1995
BCOM, Financial Accounting

william veronda william veronda Greater New York City Area Details
william veronda's UBS Global Asset Management Experience September 1995 - February 2010
Job Head of Credit Research
Industry Investment Management
Experience
Clinton Investment Management   March 2011 - Present
UBS Global Asset Management   September 1995 - February 2010
InvescoFunds Group   1984 - 1995

Skills
Asset Management, Mutual Funds, Portfolio Management, Investments, Fixed Income

Education
University of Pennsylvania - The Wharton School   1964 — 1968
BS in Economics, Economis and political science

Omar Elangbawy Omar Elangbawy New York, New York Details
Omar Elangbawy's UBS Global Asset Management Experience November 2007 - October 2009
Job Associate Director, US Equity Strategy at UBS
Industry Research
Experience
UBS Investment Bank  August 2013 - Present
Becker Drapkin Management   September 2012 - May 2013
FLAG Capital Management, LLC  October 2009 - December 2011
UBS Global Asset Management   November 2007 - October 2009
UBS Wealth Management  July 2006 - November 2007

Skills
Private Equity, Hedge Funds, Venture Capital, Fund Of Funds, Due Diligence, Mutual Funds, Valuation, Financial Modeling, Equities, Alternative Investments, Investment Banking, Emerging Markets, Corporate Finance, Bloomberg, Investments, Investment Management, Portfolio Management, Asset Management, Financial Analysis, Capital Markets, Investor Relations, Equity Research, Derivatives

Education
Columbia Business School   2011 — 2013
Master of Business Administration (MBA), Finance

University of Pennsylvania   2002 — 2006
BA / BSE, Economics / Computer Science

Christopher Sackley Christopher Sackley Greater Chicago Area Details
Christopher Sackley's UBS Global Asset Management Experience August 1997 - November 2000
Job Managing Director at Brown Gibbons Lang & Company
Industry Capital Markets
Experience
Brown Gibbons Lang & Company  January 2015 - Present
Cushman & Wakefield  August 2011 - January 2015
CB Richard Ellis  2004 - 2010
Studley, Inc.   November 2000 - December 2002
UBS Global Asset Management   August 1997 - November 2000

Education
The University of Chicago   2001 — 2003
MBA, Finance and Strategic Management

University of Notre Dame - Mendoza College of Business   1993 — 1997

University of Notre Dame

Marc Peterfriend Marc Peterfriend Greater New York City Area Details
Marc Peterfriend's UBS Global Asset Management Experience August 2008 - Present
Job Product Manager at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   August 2008 - Present
UBS Global Asset Management   April 2006 - August 2008
UBS Wealth Management  2004 - 2006

Education
University of Delaware - Lerner College of Business and Economics   1996 — 2000
BA, Finance and Economics

Tom Shors Tom Shors Portsmouth, New Hampshire Details
Tom Shors's UBS Global Asset Management Experience September 2004 - September 2010
Job NY Admitted Attorney
Industry Financial Services
Experience
AXA Equitable Funds Management Group, LLC   March 2015 - June 2015
Piscataqua Capital Management, LLC   May 2012 - June 2014
State Street Global Advisors  October 2010 - April 2012
UBS Global Asset Management   September 2004 - September 2010

Skills
Excel, Word, Fluent in Japanese

Education
University of Iowa
Juris Doctor, Law

Christen Cuozzi Christen Cuozzi New York, New York Details
Christen Cuozzi's UBS Global Asset Management Experience July 2015 - Present
Job Director at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   July 2015 - Present
JPMorgan Chase  2012 - Present
JPMorgan Chase  2011 - 2012
Freddie Mac  2006 - 2011

Skills
Credit Risk, Capital Markets, Credit, Portfolio Management, Fixed Income, Bloomberg, Treasury, Credit Analysis, Market Risk, ABS, Structured Finance, Money Market, Derivatives, Client Relationships, Client Communications, Regulatory Liaison, Trading

Education
University of Maryland - Robert H. Smith School of Business
BS, Marketing

Curt Matsen, CPA Curt Matsen, CPA Austin, Texas Area Details
Curt Matsen, CPA's UBS Global Asset Management Experience January 1992 - January 2000
Job OwnerEntrepreneur at Matsen Enterprises, Inc.
Industry Financial Services
Experience
Matsen Enterprises, Inc.   July 2009 - Present
Morgan Stanley  February 2000 - April 2009
UBS Global Asset Management   January 1992 - January 2000
Lehman Brothers  September 1984 - December 1991

Education
Wharton Business School   1980 — 1984
Business, Finance

Erik Nikirk Erik Nikirk New York, New York Details
Erik Nikirk's UBS Global Asset Management Experience 2013 - Present
Job Associate Director at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management   2013 - Present
Citi  2006 - 2013
Merrill Lynch  2005 - 2006

Skills
Series 7, Series 66, Separately Managed..., portfolio management, Security APL, Asset Managment, Equities, Equity Trading, Mutual Funds, Portfolio Management, Bloomberg

Education
University of Maryland College Park
Bachelor of Arts (B.A.), Economics

Aneta Cybruch Aneta Cybruch Chicago, Illinois Details
Aneta Cybruch's UBS Global Asset Management Experience January 2011 - Present
Job Fund Flow Coordinator at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management   January 2011 - Present

Education
University of Illinois at Chicago   2006 — 2010
Bachelor of Science (B.S.), Finance, General

Lora May Lora May Jersey City, New Jersey Details
Lora May's UBS Global Asset Management Experience April 1999 - May 2004
Job Executive Assistant at Amplify
Industry Information Technology and Services
Experience
Amplify  August 2011 - Present
APX, Inc.   June 2008 - August 2011
Marsh & McLennan Companies, Inc.   June 2004 - September 2008
UBS Global Asset Management   April 1999 - May 2004

Skills
Project Management, Program Management, Management, Strategy, Vendor Management, Microsoft Office

Education
University of Scranton
English

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