UBS Investment Bank
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UBS Investment Bank Employees
Employee
Years
Job
Industry
Stephen Cain Stephen Cain's UBS Investment Bank Experience September 2006 - January 2008
Job Director at Huron Consulting Group
Industry Security and Investigations
Experience
Huron Consulting Group December 2014 - Present
Deloitte March 2014 - December 2014
UnitedLex Corporation June 2012 - March 2014
TransPerfect June 2009 - June 2012
Deloitte Financial Advisory Services LLP January 2007 - June 2009
UBS Investment Bank September 2006 - January 2008
Citigroup 2005 - 2006
Skills
Golf, Legal, ESI, Intellectual Property, Litigation Support, Litigation, Document Review, Private Equity, Due Diligence, Forensic Analysis, Lead Generation, Professional Services, Corporate Governance, Corporate Law, Mergers, Computer Forensics, Document Management, Business Development, Competition Law, Mergers & Acquisitions, Business Intelligence, Leadership, Legal Writing, Legal Assistance, Joint Ventures, Legal Research, Sales
Education
Coastal Carolina University 2002 — 2006
Bachelor of Science, Finance
Coastal Carolina University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Huron Consulting Group December 2014 - Present
Deloitte March 2014 - December 2014
UnitedLex Corporation June 2012 - March 2014
TransPerfect June 2009 - June 2012
Deloitte Financial Advisory Services LLP January 2007 - June 2009
UBS Investment Bank September 2006 - January 2008
Citigroup 2005 - 2006
Skills
Golf, Legal, ESI, Intellectual Property, Litigation Support, Litigation, Document Review, Private Equity, Due Diligence, Forensic Analysis, Lead Generation, Professional Services, Corporate Governance, Corporate Law, Mergers, Computer Forensics, Document Management, Business Development, Competition Law, Mergers & Acquisitions, Business Intelligence, Leadership, Legal Writing, Legal Assistance, Joint Ventures, Legal Research, Sales
Education
Coastal Carolina University 2002 — 2006
Bachelor of Science, Finance
Coastal Carolina University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
David Garzon Limberg David Garzon Limberg's UBS Investment Bank Experience June 2013 - August 2013
Job Senior Consultant, Strategy and Operations at Deloitte Consulting LLP
Industry Oil & Energy
Experience
Deloitte August 2014 - Present
UBS Investment Bank June 2013 - August 2013
Ecopetrol April 2009 - July 2012
Universidad Externado de Colombia January 2009 - June 2012
Bolsa de Valores de Colombia S.A. September 2008 - April 2009
Bolsa de Valores de Colombia S.A. June 2004 - August 2008
Ministerio de Hacienda y Crédito Público December 2003 - June 2004
Skills
Corporate Finance, Investor Relations, Strategy, Financial Analysis, Financial Modeling, Consulting, Economics, Valuation, Capital Markets, Oil & Gas Industry, Energy, Emerging Markets, Equities, University Teaching, Investment Banking, Project Finance, Finance
Education
Emory University - Goizueta Business School 2012 — 2014
Master of Business Administration (MBA), Finance - Strategy
Colegio de Estudios Superiores de Administración 2006 — 2008
Master in Corporate Finance (Specialization), Corporate Finance - Investment Banking
Universidad Externado de Colombia 2000 — 2004
Bachelor of Science in Finance and International Relations
Deloitte August 2014 - Present
UBS Investment Bank June 2013 - August 2013
Ecopetrol April 2009 - July 2012
Universidad Externado de Colombia January 2009 - June 2012
Bolsa de Valores de Colombia S.A. September 2008 - April 2009
Bolsa de Valores de Colombia S.A. June 2004 - August 2008
Ministerio de Hacienda y Crédito Público December 2003 - June 2004
Skills
Corporate Finance, Investor Relations, Strategy, Financial Analysis, Financial Modeling, Consulting, Economics, Valuation, Capital Markets, Oil & Gas Industry, Energy, Emerging Markets, Equities, University Teaching, Investment Banking, Project Finance, Finance
Education
Emory University - Goizueta Business School 2012 — 2014
Master of Business Administration (MBA), Finance - Strategy
Colegio de Estudios Superiores de Administración 2006 — 2008
Master in Corporate Finance (Specialization), Corporate Finance - Investment Banking
Universidad Externado de Colombia 2000 — 2004
Bachelor of Science in Finance and International Relations
Jomjai Srisomburananont Jomjai Srisomburananont's UBS Investment Bank Experience September 2001 - March 2006
Job Connecting emerging architects and contemporary artists with a platform to exhibit relevant works at a global scale.
Industry Design
Experience
JAI & JAI Gallery November 2011 - Present
Crescent Capital Ventures October 2010 - November 2011
JSJ International June 2006 - June 2009
UBS Investment Bank September 2001 - March 2006
Gamers.com September 1997 - June 2001
Skills
Business Development, Art Exhibitions, Social Media Marketing, Due Diligence, Microsoft Office, Start-ups, Corporate Development, E-commerce, Digital Marketing, Business Analysis, Microsoft Excel, Project Management, Team Leadership, VBA, Business Strategy, Entrepreneurship, Advertising, Management, Photoshop, Social Media, Brand Development, Brand Management, Brand Architecture, Strategic Planning, Marketing Communications, Social Networking, Program Management, Program Development, Marketing Research, Business Planning, Product Development, Product Management, Process Improvement, Event Management, Account Management, Managerial Finance, Strategic Partnerships, Strategic Communications, Strategic Sourcing, Online Marketing, Online Communications
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2015 — 2016
Master of Art Business, Art Business
University of California, Davis 1997 — 2001
Bachelor of Science, Managerial Economics
JAI & JAI Gallery November 2011 - Present
Crescent Capital Ventures October 2010 - November 2011
JSJ International June 2006 - June 2009
UBS Investment Bank September 2001 - March 2006
Gamers.com September 1997 - June 2001
Skills
Business Development, Art Exhibitions, Social Media Marketing, Due Diligence, Microsoft Office, Start-ups, Corporate Development, E-commerce, Digital Marketing, Business Analysis, Microsoft Excel, Project Management, Team Leadership, VBA, Business Strategy, Entrepreneurship, Advertising, Management, Photoshop, Social Media, Brand Development, Brand Management, Brand Architecture, Strategic Planning, Marketing Communications, Social Networking, Program Management, Program Development, Marketing Research, Business Planning, Product Development, Product Management, Process Improvement, Event Management, Account Management, Managerial Finance, Strategic Partnerships, Strategic Communications, Strategic Sourcing, Online Marketing, Online Communications
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2015 — 2016
Master of Art Business, Art Business
University of California, Davis 1997 — 2001
Bachelor of Science, Managerial Economics
Crystal Hastings Crystal Hastings's UBS Investment Bank Experience April 2007 - September 2007
Job ICU Nurse at Glendale Adventist Medical Center
Industry Hospital & Health Care
Experience
Glendale Adventist Medical Center August 2014 - Present
First School of the Desert 2005 - 2014
Glendale Adventist Medical Center 2013 - 2013
Desert Regional Medical Center April 2011 - January 2012
Anthropologie September 2010 - April 2011
UBS Investment Bank April 2007 - September 2007
Kobe Japanese Stake House January 2005 - July 2005
Skills
Critical Care, Patient Safety, Patient Education, Medical Terminology, Critical Thinking, Medical Education, Behavioral Health, Medical Billing, Patient Advocacy, Medical/Surgical, Emergency Nursing, Critical Care Medicine, Management, Cold Calling, Sales Management, Financial Accounting, Social Marketing
Education
Loma Linda University 2012 — 2014
Bachelor's degree, Registered Nursing/Registered Nurse
College of the Desert 2009 — 2012
Associate's degree Nursing, Pre-Nursing Studies
University of California, Irvine 2006 — 2009
Business Economics
Glendale Adventist Medical Center August 2014 - Present
First School of the Desert 2005 - 2014
Glendale Adventist Medical Center 2013 - 2013
Desert Regional Medical Center April 2011 - January 2012
Anthropologie September 2010 - April 2011
UBS Investment Bank April 2007 - September 2007
Kobe Japanese Stake House January 2005 - July 2005
Skills
Critical Care, Patient Safety, Patient Education, Medical Terminology, Critical Thinking, Medical Education, Behavioral Health, Medical Billing, Patient Advocacy, Medical/Surgical, Emergency Nursing, Critical Care Medicine, Management, Cold Calling, Sales Management, Financial Accounting, Social Marketing
Education
Loma Linda University 2012 — 2014
Bachelor's degree, Registered Nursing/Registered Nurse
College of the Desert 2009 — 2012
Associate's degree Nursing, Pre-Nursing Studies
University of California, Irvine 2006 — 2009
Business Economics
Julie Bjugan Julie Bjugan's UBS Investment Bank Experience 1997 - 2000
Job Owner at J Bjugan Indigo
Industry Apparel & Fashion
Experience
J Bjugan Indigo January 2014 - Present
Voicegig 2011 - 2011
UBS Investment Bank 1997 - 2000
UBS Investment Bank 1995 - 1997
Bank of America 1993 - 1995
Price Waterhouse Management Consultants 1987 - 1991
Skills
Program Management, Social Media, Business Analysis, Project Management, Social Media Marketing, Strategic Planning, Copy Editing, Research, Copywriting, Blogging, Customer Service, Public Speaking, Requirements Analysis, Team Building, Project Planning, Investment Banking, Management Consulting, Nonprofits
Education
London School of Economics and Political Science 1991 — 1992
MSc, Politics
Clemson University 1983 — 1987
BA, Political Science and Accounting
J Bjugan Indigo January 2014 - Present
Voicegig 2011 - 2011
UBS Investment Bank 1997 - 2000
UBS Investment Bank 1995 - 1997
Bank of America 1993 - 1995
Price Waterhouse Management Consultants 1987 - 1991
Skills
Program Management, Social Media, Business Analysis, Project Management, Social Media Marketing, Strategic Planning, Copy Editing, Research, Copywriting, Blogging, Customer Service, Public Speaking, Requirements Analysis, Team Building, Project Planning, Investment Banking, Management Consulting, Nonprofits
Education
London School of Economics and Political Science 1991 — 1992
MSc, Politics
Clemson University 1983 — 1987
BA, Political Science and Accounting
Chris Pohle Chris Pohle's UBS Investment Bank Experience January 1992 - September 2003
Job Isthmus Capital Management Principal and Founder
Industry Investment Management
Experience
Self-employed January 2009 - Present
AIG July 2005 - January 2008
UBS Investment Bank January 1992 - September 2003
Freddie Mac January 1991 - December 1991
McKinsey & Company September 1987 - December 1990
Education
Harvard Business School 1985 — 1987
Master of Business Administration (MBA)
Colorado College 1979 — 1983
Bachelor of Arts (BA), Economics
Self-employed January 2009 - Present
AIG July 2005 - January 2008
UBS Investment Bank January 1992 - September 2003
Freddie Mac January 1991 - December 1991
McKinsey & Company September 1987 - December 1990
Education
Harvard Business School 1985 — 1987
Master of Business Administration (MBA)
Colorado College 1979 — 1983
Bachelor of Arts (BA), Economics
Drew Matus Drew Matus's UBS Investment Bank Experience April 2010 - Present
Job Deputy Chief US Economist, Managing Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank April 2010 - Present
Merrill Lynch June 2008 - April 2010
Lehman Brothers March 2000 - May 2008
Moore Capital Management May 1998 - February 2000
Federal Reserve Bank of New York July 1996 - May 1998
Federal Trade Commission 1994 - 1994
Skills
Fixed Income, Equities, Financial Markets, Macroeconomics, Economics, Global Macro, Rates, Market Analysis, Budget Process, Debt Management
Education
NYU Stern School of Business 2002 — 2005
Master of Business Administration (MBA), Finance and Economics
Colby College 1991 — 1995
Bachelor's degree, Economics
UBS Investment Bank April 2010 - Present
Merrill Lynch June 2008 - April 2010
Lehman Brothers March 2000 - May 2008
Moore Capital Management May 1998 - February 2000
Federal Reserve Bank of New York July 1996 - May 1998
Federal Trade Commission 1994 - 1994
Skills
Fixed Income, Equities, Financial Markets, Macroeconomics, Economics, Global Macro, Rates, Market Analysis, Budget Process, Debt Management
Education
NYU Stern School of Business 2002 — 2005
Master of Business Administration (MBA), Finance and Economics
Colby College 1991 — 1995
Bachelor's degree, Economics
Jack Yang Jack Yang's UBS Investment Bank Experience February 2007 - August 2012
Job Managing Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse August 2012 - Present
UBS Investment Bank February 2007 - August 2012
Goldman Sachs August 1999 - January 2007
Sun Japan 1991 - 1993
Skills
Trading Systems, Risk Management, Big Data, Realtime Programming
Education
Columbia Engineering 1994 — 1999
Ph.D., Computer Science
Loyola University Chicago 1993 — 1994
MS, Computer Science
University of Science and Technology of China 1986 — 1991
B.S., Computer Science
Nanjing 9th Middle School
Credit Suisse August 2012 - Present
UBS Investment Bank February 2007 - August 2012
Goldman Sachs August 1999 - January 2007
Sun Japan 1991 - 1993
Skills
Trading Systems, Risk Management, Big Data, Realtime Programming
Education
Columbia Engineering 1994 — 1999
Ph.D., Computer Science
Loyola University Chicago 1993 — 1994
MS, Computer Science
University of Science and Technology of China 1986 — 1991
B.S., Computer Science
Nanjing 9th Middle School
Vishnu Dattan Vishnu Dattan's UBS Investment Bank Experience August 2009 - October 2013
Job Application Support Specialist
Industry Information Technology and Services
Experience
Morgan Stanley October 2013 - Present
UBS Investment Bank August 2009 - October 2013
Infosys Technologies Ltd. September 2005 - October 2013
UBS Investment Bank September 2005 - August 2009
Skills
Production Support, Testing, Unix, Sybase, Release Management, Autosys, Microsoft SQL Server, Incident Management, Service Delivery, PL/SQL, Informatica, Change Management, Oracle SQL, Problem Management, Test Environment Setup, SSIS, IIS, VBScript, SDLC, Oracle, SSAS 2008, Business Continuity..., DB2, SQL
Education
College of Engineering, Trivandrum 2001 — 2005
Bachelor of Technology (BTech)
Loyola School, Trivandrum 1988 — 2001
Morgan Stanley October 2013 - Present
UBS Investment Bank August 2009 - October 2013
Infosys Technologies Ltd. September 2005 - October 2013
UBS Investment Bank September 2005 - August 2009
Skills
Production Support, Testing, Unix, Sybase, Release Management, Autosys, Microsoft SQL Server, Incident Management, Service Delivery, PL/SQL, Informatica, Change Management, Oracle SQL, Problem Management, Test Environment Setup, SSIS, IIS, VBScript, SDLC, Oracle, SSAS 2008, Business Continuity..., DB2, SQL
Education
College of Engineering, Trivandrum 2001 — 2005
Bachelor of Technology (BTech)
Loyola School, Trivandrum 1988 — 2001
Trisha Samuel Trisha Samuel's UBS Investment Bank Experience March 2010 - April 2010
Job AntiMoney Laundering (AML) Analyst
Industry Investment Banking
Experience
JPMorgan Chase & Co. April 2014 - September 2014
Guidepoint Global March 2010 - April 2014
UBS Investment Bank March 2010 - April 2010
First Republic Bank January 2010 - March 2010
JPMorgan Chase & Co. November 2009 - December 2009
Sumitomo Mitsui Trust Bank February 2009 - March 2009
Weitz & Luxenberg February 2008 - September 2008
RBC March 2004 - August 2007
Aon April 2003 - February 2004
RUBENSTEIN & RYNECKI, ESQ. January 1999 - April 2003
Skills
Business Analysis, Risk Management, Data Analysis, Due Diligence, KYC, CIP, Analysis, Anti Money Laundering, Research, Litigation, Paralegals, Investments, Operations Management, Management Consulting, Market Research, USA PATRIOT Act, Auditing, Compliance Management, Hedge Funds, Qualitative Research, PowerPoint, Microsoft Excel, Leadership, Microsoft Word, Consulting
Education
New York University 2007 — 2008
Diploma, Paralegal Studies
City University of New York-John Jay College of Criminal Justice 2004 — 2007
Bachelor's Degree, Forensic Psychology
JPMorgan Chase & Co. April 2014 - September 2014
Guidepoint Global March 2010 - April 2014
UBS Investment Bank March 2010 - April 2010
First Republic Bank January 2010 - March 2010
JPMorgan Chase & Co. November 2009 - December 2009
Sumitomo Mitsui Trust Bank February 2009 - March 2009
Weitz & Luxenberg February 2008 - September 2008
RBC March 2004 - August 2007
Aon April 2003 - February 2004
RUBENSTEIN & RYNECKI, ESQ. January 1999 - April 2003
Skills
Business Analysis, Risk Management, Data Analysis, Due Diligence, KYC, CIP, Analysis, Anti Money Laundering, Research, Litigation, Paralegals, Investments, Operations Management, Management Consulting, Market Research, USA PATRIOT Act, Auditing, Compliance Management, Hedge Funds, Qualitative Research, PowerPoint, Microsoft Excel, Leadership, Microsoft Word, Consulting
Education
New York University 2007 — 2008
Diploma, Paralegal Studies
City University of New York-John Jay College of Criminal Justice 2004 — 2007
Bachelor's Degree, Forensic Psychology
Brett Gardocki's UBS Investment Bank Experience July 2014 - Present
Job Prime Brokerage at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2014 - Present
The Hanover Insurance Group June 2013 - August 2013
Gardocki Farms April 2006 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, Windows, Time Management, Analysis
Education
College of the Holy Cross 2010 — 2014
Bachelor of Arts (B.A.), Economics
UBS Investment Bank July 2014 - Present
The Hanover Insurance Group June 2013 - August 2013
Gardocki Farms April 2006 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, Windows, Time Management, Analysis
Education
College of the Holy Cross 2010 — 2014
Bachelor of Arts (B.A.), Economics
Daniel Grosslight Daniel Grosslight's UBS Investment Bank Experience May 2011 - August 2013
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2013 - Present
UBS Investment Bank May 2011 - August 2013
Piper Jaffray August 2007 - May 2011
Skills
Equity Capital Markets, Convertible Securities, Investment Banking, Healthcare Banking, Clean Technology, Valuation, Financial Modeling, Equities, Private Placements, Financial Structuring, Capital Markets, IPO, LBO
Education
Claremont McKenna College 2003 — 2007
BA, Economics and Government
Credit Suisse September 2013 - Present
UBS Investment Bank May 2011 - August 2013
Piper Jaffray August 2007 - May 2011
Skills
Equity Capital Markets, Convertible Securities, Investment Banking, Healthcare Banking, Clean Technology, Valuation, Financial Modeling, Equities, Private Placements, Financial Structuring, Capital Markets, IPO, LBO
Education
Claremont McKenna College 2003 — 2007
BA, Economics and Government
Ericka Fitzpatrick Ericka Fitzpatrick's UBS Investment Bank Experience September 2010 - April 2011
Job Vice President in Financial Services
Industry Financial Services
Experience
Bank of New York Mellon May 2011 - October 2012
UBS Investment Bank September 2010 - April 2011
Morgan Stanley Investment Management June 2006 - August 2010
Skills
Knowlegde of tangible..., Locational Arbitrage:..., Time Arbitrage: peak..., Risk Arbitrage:..., Hedge Funds, Equities, Fixed Income, Derivatives, Bloomberg, Alternative Investments, Equity Derivatives, Capital Markets, Prime Brokerage, Trading, Options, Investment Banking, Credit Derivatives, Structured Products, Swaps, Trading Systems, Equity Research, Bonds, Equity Trading, Electronic Trading, SAP, Mainframe, Omega, Lexis/Nexis, Windows 2000, Windows XP Pro, MS Office 2003-2010, MS Visual Basic, SQL, BDQ (business..., Internet, World Wide Web, IBM PC, Mac + PC, Socrates, Holmes, FOS, Julius, Frisk, Laredo, Tempest Plus, CRR, IDEFT, FMC, Bridget, LOCO
Education
Colgate University 2002 — 2006
Bachelor of Arts (BA), Dual Major in Economics & International Relations
Bank of New York Mellon May 2011 - October 2012
UBS Investment Bank September 2010 - April 2011
Morgan Stanley Investment Management June 2006 - August 2010
Skills
Knowlegde of tangible..., Locational Arbitrage:..., Time Arbitrage: peak..., Risk Arbitrage:..., Hedge Funds, Equities, Fixed Income, Derivatives, Bloomberg, Alternative Investments, Equity Derivatives, Capital Markets, Prime Brokerage, Trading, Options, Investment Banking, Credit Derivatives, Structured Products, Swaps, Trading Systems, Equity Research, Bonds, Equity Trading, Electronic Trading, SAP, Mainframe, Omega, Lexis/Nexis, Windows 2000, Windows XP Pro, MS Office 2003-2010, MS Visual Basic, SQL, BDQ (business..., Internet, World Wide Web, IBM PC, Mac + PC, Socrates, Holmes, FOS, Julius, Frisk, Laredo, Tempest Plus, CRR, IDEFT, FMC, Bridget, LOCO
Education
Colgate University 2002 — 2006
Bachelor of Arts (BA), Dual Major in Economics & International Relations
John Lembeck John Lembeck's UBS Investment Bank Experience June 2011 - August 2011
Job Analyst at Barclays
Industry Financial Services
Experience
Barclays October 2013 - Present
Deloitte Consulting August 2012 - October 2013
UBS Investment Bank June 2011 - August 2011
Quad Capital LLC July 2010 - August 2010
Education
Colgate University 2008 — 2012
Bachelor of Arts, Mathematical Economics
The Institute for the International Education of Students 2010 — 2011
Barclays October 2013 - Present
Deloitte Consulting August 2012 - October 2013
UBS Investment Bank June 2011 - August 2011
Quad Capital LLC July 2010 - August 2010
Education
Colgate University 2008 — 2012
Bachelor of Arts, Mathematical Economics
The Institute for the International Education of Students 2010 — 2011
Warunee Facter Warunee Facter's UBS Investment Bank Experience 2004 - 2006
Job Recruiter Hardware Engineering at Apple
Industry Consumer Electronics
Experience
Apple October 2014 - Present
Beats by Dr. Dre May 2013 - October 2014
Beats by Dr. Dre May 2012 - October 2014
TOMS Shoes February 2011 - May 2012
PIMCO (Pacific Investment Management Company) September 2006 - March 2010
UBS Investment Bank 2004 - 2006
Unilever 2002 - 2004
Skills
Onboarding, Sourcing, Applicant Tracking..., Talent Acquisition, Technical Recruiting, Recruiting, Human Resources, Interviews, Talent Management, College Recruiting, Employee Relations, Employee Engagement, Internet Recruiting, Program Management, Social Networking, Strategy, Executive Search, Employer Branding, Screening Resumes, Sales, Management, Training, PeopleSoft, Account Management, Staffing Services, Temporary Placement, Leadership, Vendor Management, Social Media, Employee Training, CRM, Performance Management
Education
City University of New York-John Jay College of Criminal Justice
BS
Apple October 2014 - Present
Beats by Dr. Dre May 2013 - October 2014
Beats by Dr. Dre May 2012 - October 2014
TOMS Shoes February 2011 - May 2012
PIMCO (Pacific Investment Management Company) September 2006 - March 2010
UBS Investment Bank 2004 - 2006
Unilever 2002 - 2004
Skills
Onboarding, Sourcing, Applicant Tracking..., Talent Acquisition, Technical Recruiting, Recruiting, Human Resources, Interviews, Talent Management, College Recruiting, Employee Relations, Employee Engagement, Internet Recruiting, Program Management, Social Networking, Strategy, Executive Search, Employer Branding, Screening Resumes, Sales, Management, Training, PeopleSoft, Account Management, Staffing Services, Temporary Placement, Leadership, Vendor Management, Social Media, Employee Training, CRM, Performance Management
Education
City University of New York-John Jay College of Criminal Justice
BS
Raju Jose Raju Jose's UBS Investment Bank Experience October 2013 - July 2014
Job AVP (Data Integration Engineer) at Swiss Re
Industry Information Technology and Services
Experience
Swiss Re July 2014 - Present
UBS Investment Bank October 2013 - July 2014
Wipro Technologies December 2011 - September 2013
Wipro Technologies September 2009 - November 2011
Infosys Technologies July 2006 - August 2009
Skills
Informatica, Unix Shell Scripting, Oracle, DB2, Autosys, Control-M, Web Services, Data Warehousing, ETL, Requirements Analysis, Perl, FIX, DWBI, PL/SQL, SDLC, Shell Scripting, Business Analysis, Integration, Requirements Gathering, SQL, Software Project...
Education
Cochin University of Science and Technology 2002 — 2006
B.Tech, Computer Science
Swiss Re July 2014 - Present
UBS Investment Bank October 2013 - July 2014
Wipro Technologies December 2011 - September 2013
Wipro Technologies September 2009 - November 2011
Infosys Technologies July 2006 - August 2009
Skills
Informatica, Unix Shell Scripting, Oracle, DB2, Autosys, Control-M, Web Services, Data Warehousing, ETL, Requirements Analysis, Perl, FIX, DWBI, PL/SQL, SDLC, Shell Scripting, Business Analysis, Integration, Requirements Gathering, SQL, Software Project...
Education
Cochin University of Science and Technology 2002 — 2006
B.Tech, Computer Science
William Boss William Boss's UBS Investment Bank Experience June 1998 - September 2011
Job President at Gibson County Quality Assurance
Industry Outsourcing/Offshoring
Experience
Gibson County Quality Assurance March 2012 - Present
DX Energy December 2008 - March 2012
UBS Investment Bank June 1998 - September 2011
United States Marine Corps May 1991 - June 1998
Skills
Investment Banking..., Leadership and..., Planning and Analysis, Asset Management, Banking, Bloomberg, Business Analysis, Capital Markets, Commodity, Corporate Finance, Credit, Derivatives, Electronic Trading, Emerging Markets, Equities, FX Options, Financial Markets, Financial Modeling, Financial Risk, Fixed Income, Foreign Exchange, Hedge Funds, Investment Banking, Investments, Mergers & Acquisitions, Options, Portfolio Management, Private Equity, Risk Management, Securities, Trading, Trading Systems, Valuation
Education
Columbia University in the City of New York 2003 — 2005
Master of Business Administration (MBA)
Colorado State University 1995 — 1998
MS, Electrical and Electronics Engineering
US Naval Academy 1987 — 1991
BS, Electrical and Electronics Engineering
Gibson County Quality Assurance March 2012 - Present
DX Energy December 2008 - March 2012
UBS Investment Bank June 1998 - September 2011
United States Marine Corps May 1991 - June 1998
Skills
Investment Banking..., Leadership and..., Planning and Analysis, Asset Management, Banking, Bloomberg, Business Analysis, Capital Markets, Commodity, Corporate Finance, Credit, Derivatives, Electronic Trading, Emerging Markets, Equities, FX Options, Financial Markets, Financial Modeling, Financial Risk, Fixed Income, Foreign Exchange, Hedge Funds, Investment Banking, Investments, Mergers & Acquisitions, Options, Portfolio Management, Private Equity, Risk Management, Securities, Trading, Trading Systems, Valuation
Education
Columbia University in the City of New York 2003 — 2005
Master of Business Administration (MBA)
Colorado State University 1995 — 1998
MS, Electrical and Electronics Engineering
US Naval Academy 1987 — 1991
BS, Electrical and Electronics Engineering
Noah Ennis, CFP® AWMA®'s UBS Investment Bank Experience July 2011 - June 2013
Job Financial Advisor with The Millman Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
UBS Financial Services Inc. June 2013 - April 2015
UBS Investment Bank July 2011 - June 2013
Hamilton College Office of Admissions August 2010 - August 2011
Morgan Stanley June 2010 - August 2010
Paloma Partners June 2009 - August 2009
Education
College for Financial Planning 2013 — 2013
AWMA®, Accredited Wealth Management Advisor SM, A
Hamilton College 2007 — 2011
BA, Ecomonics & Hispanic Studies
Morgan Stanley April 2015 - Present
UBS Financial Services Inc. June 2013 - April 2015
UBS Investment Bank July 2011 - June 2013
Hamilton College Office of Admissions August 2010 - August 2011
Morgan Stanley June 2010 - August 2010
Paloma Partners June 2009 - August 2009
Education
College for Financial Planning 2013 — 2013
AWMA®, Accredited Wealth Management Advisor SM, A
Hamilton College 2007 — 2011
BA, Ecomonics & Hispanic Studies
Anastasiya Kobtseva Anastasiya Kobtseva's UBS Investment Bank Experience June 2008 - August 2008
Job MBA Candidate at University of Pennsylvania, The Wharton School
Industry Financial Services
Experience
J.P. Morgan June 2015 - August 2015
MetLife January 2014 - July 2014
IBM Global Services May 2011 - January 2014
IBM Global Services August 2009 - May 2011
UBS Investment Bank June 2008 - August 2008
ARE Asset Management 2008 - 2008
Skills
Business Strategy, Business Transformation, Management Consulting, Business Analysis, Operations Research, Data Analytics, Market Research, Project Management, Data Modeling, Organization..., Operations Management, Business Process..., Business Process..., Change Management, Strategy, Business Process..., Strategic Planning, Problem Solving, Corporate Strategy, Business Development, Data Analysis, Business Analytics, Financial Modeling, Business Process, IT Strategy, Consulting, Strategic Consulting, Business Process Design
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA), Finance, General
Columbia University - Fu Foundation School of Engineering and Applied Science
BSE and BA, Operations Research: Engineering Management Systems; Economics
Northfield Mount Hermon School
H.D.
J.P. Morgan June 2015 - August 2015
MetLife January 2014 - July 2014
IBM Global Services May 2011 - January 2014
IBM Global Services August 2009 - May 2011
UBS Investment Bank June 2008 - August 2008
ARE Asset Management 2008 - 2008
Skills
Business Strategy, Business Transformation, Management Consulting, Business Analysis, Operations Research, Data Analytics, Market Research, Project Management, Data Modeling, Organization..., Operations Management, Business Process..., Business Process..., Change Management, Strategy, Business Process..., Strategic Planning, Problem Solving, Corporate Strategy, Business Development, Data Analysis, Business Analytics, Financial Modeling, Business Process, IT Strategy, Consulting, Strategic Consulting, Business Process Design
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA), Finance, General
Columbia University - Fu Foundation School of Engineering and Applied Science
BSE and BA, Operations Research: Engineering Management Systems; Economics
Northfield Mount Hermon School
H.D.
Manit Rye Manit Rye's UBS Investment Bank Experience 1995 - 2001
Job Principal at Thomas Funds
Industry Financial Services
Experience
Thomas Funds January 2008 - Present
Merrill Lynch 2003 - 2008
UBS Investment Bank 1995 - 2001
Goldman Sachs February 1994 - December 1995
Citi Bank 1991 - 1994
Skye Investment Advisors May 1985 - December 1989
Skills
Derivatives
Education
Claremont Graduate University 1983 — 1985
Masters degree in Finance, GPA of 3.6
Sri Ram College of Commerce 1980 — 1983
Bachelors in Commerce, First division
Thomas Funds January 2008 - Present
Merrill Lynch 2003 - 2008
UBS Investment Bank 1995 - 2001
Goldman Sachs February 1994 - December 1995
Citi Bank 1991 - 1994
Skye Investment Advisors May 1985 - December 1989
Skills
Derivatives
Education
Claremont Graduate University 1983 — 1985
Masters degree in Finance, GPA of 3.6
Sri Ram College of Commerce 1980 — 1983
Bachelors in Commerce, First division
Alice Hu Alice Hu's UBS Investment Bank Experience August 2011 - June 2013
Job Associate, Global Investment Management at J.P. Morgan
Industry Human Resources
Experience
J.P. Morgan July 2013 - Present
UBS Investment Bank August 2011 - June 2013
New York City Asian American Student Conference (NYCAASC) August 2009 - May 2012
UBS June 2010 - August 2010
Keck Science Center June 2008 - August 2008
Skills
Excel, Business Objects, PeopleSoft, Photoshop, Strategy, Microsoft Excel, Employee Relations, Human Resources
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2011
B.S., Industrial Engineering and Operations Research
Claremont McKenna College 2006 — 2009
B.A., Management
J.P. Morgan July 2013 - Present
UBS Investment Bank August 2011 - June 2013
New York City Asian American Student Conference (NYCAASC) August 2009 - May 2012
UBS June 2010 - August 2010
Keck Science Center June 2008 - August 2008
Skills
Excel, Business Objects, PeopleSoft, Photoshop, Strategy, Microsoft Excel, Employee Relations, Human Resources
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2011
B.S., Industrial Engineering and Operations Research
Claremont McKenna College 2006 — 2009
B.A., Management
Alok Dutt Sharma Alok Dutt Sharma's UBS Investment Bank Experience June 2011 - August 2011
Job Technology Analyst at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley February 2012 - Present
Columbia University September 2011 - December 2011
UBS Investment Bank June 2011 - August 2011
Columbia University January 2011 - May 2011
Photoshop Elements 9 (PSE-9), Adobe Systems November 2009 - July 2010
Premiere Elements 8 (PRE-8), Adobe Systems November 2008 - October 2009
Premiere Elements 7(PRE-7), Adobe Systems November 2007 - October 2008
Spyglass, Atrenta July 2006 - October 2007
Skills
C, C++, Core Java, Multithreading, Matlab, Perl, Python, Shell Scripting, SQL, Oracle SQL, SQL Server, Sybase, PostgreSQL, C/C++ STL, WTL, DirectShow, Quicktime, Weka, Visual Studio, Visual C++, Eclipse, Gcc/g++, Xcode, Linux, Unix, Mac OS X, Machine Learning, Natural Language..., Algorithms, Perforce, Tortoise SVN, Windows, CVS, Code Review, WinDbg, Dependency Management, Memory Management, Data Structures, Algorithm Design, Product Development, Data Mining, Database Design, Database Management, JDBC, Photoshop Elements, Premiere, Spyglass, SVM, STL, Java
Education
Columbia Engineering 2010 — 2011
MS, Computer Science
Netaji Subhas Institute of Technology 2002 — 2006
BE, Electronics & Communication
Morgan Stanley February 2012 - Present
Columbia University September 2011 - December 2011
UBS Investment Bank June 2011 - August 2011
Columbia University January 2011 - May 2011
Photoshop Elements 9 (PSE-9), Adobe Systems November 2009 - July 2010
Premiere Elements 8 (PRE-8), Adobe Systems November 2008 - October 2009
Premiere Elements 7(PRE-7), Adobe Systems November 2007 - October 2008
Spyglass, Atrenta July 2006 - October 2007
Skills
C, C++, Core Java, Multithreading, Matlab, Perl, Python, Shell Scripting, SQL, Oracle SQL, SQL Server, Sybase, PostgreSQL, C/C++ STL, WTL, DirectShow, Quicktime, Weka, Visual Studio, Visual C++, Eclipse, Gcc/g++, Xcode, Linux, Unix, Mac OS X, Machine Learning, Natural Language..., Algorithms, Perforce, Tortoise SVN, Windows, CVS, Code Review, WinDbg, Dependency Management, Memory Management, Data Structures, Algorithm Design, Product Development, Data Mining, Database Design, Database Management, JDBC, Photoshop Elements, Premiere, Spyglass, SVM, STL, Java
Education
Columbia Engineering 2010 — 2011
MS, Computer Science
Netaji Subhas Institute of Technology 2002 — 2006
BE, Electronics & Communication
Chris DeLucia Chris DeLucia's UBS Investment Bank Experience 2011 - 2011
Job Senior Analyst at IHS Energy
Industry Oil & Energy
Experience
IHS Energy 2013 - Present
Veritas Economic Analysis 2011 - 2013
UBS Investment Bank 2011 - 2011
UBS Investment Bank 2005 - 2011
Moody's Analytics 2002 - 2005
Skills
Financial Modeling, Economics, Bloomberg, Fixed Income, Valuation, Econometrics, Portfolio Management, VBA, Capital Markets, Stata, Investments, Equity Research, Development Economics, Economic Policy, Macroeconomics, Foreign Languages, Statistics, Policy, Finance, Analysis, Financial Markets, Commodity, Strategy, Quantitative Analytics, Investment Banking, Emerging Markets
Education
Columbia University - School of International and Public Affairs 2012 — 2013
Master of Public Administration (MPA), Economic Policy Management
Colby College 1998 — 2002
BA, Economics and International Studies
Loomis Chaffee 1994 — 1998
High School
IHS Energy 2013 - Present
Veritas Economic Analysis 2011 - 2013
UBS Investment Bank 2011 - 2011
UBS Investment Bank 2005 - 2011
Moody's Analytics 2002 - 2005
Skills
Financial Modeling, Economics, Bloomberg, Fixed Income, Valuation, Econometrics, Portfolio Management, VBA, Capital Markets, Stata, Investments, Equity Research, Development Economics, Economic Policy, Macroeconomics, Foreign Languages, Statistics, Policy, Finance, Analysis, Financial Markets, Commodity, Strategy, Quantitative Analytics, Investment Banking, Emerging Markets
Education
Columbia University - School of International and Public Affairs 2012 — 2013
Master of Public Administration (MPA), Economic Policy Management
Colby College 1998 — 2002
BA, Economics and International Studies
Loomis Chaffee 1994 — 1998
High School
lekha krishnan's UBS Investment Bank Experience January 2010 - Present
Job Project Manager at UBS
Industry Financial Services
Experience
UBS Investment Bank January 2010 - Present
UBS Investment Bank September 2006 - 2009
Education
Coimbatore Institute of Technology
B.E, Electronics and Communication
UBS Investment Bank January 2010 - Present
UBS Investment Bank September 2006 - 2009
Education
Coimbatore Institute of Technology
B.E, Electronics and Communication
Kyle Bolt's UBS Investment Bank Experience November 2012 - January 2015
Job Experienced Professional Seeking Career Change
Industry Financial Services
Experience
NYC Department of Education June 2015 - Present
NYC Department of Education January 2015 - June 2015
UBS Investment Bank November 2012 - January 2015
UBS Investment Bank June 2012 - November 2012
Gibson, Dunn & Crutcher LLP August 2010 - November 2012
NYC Department of Education May 2010 - July 2010
Dewey & LeBoeuf LLP January 2007 - October 2009
Skills
Microsoft Office, Data Entry, Administrative Work, Coordination, Litigation, Trials, Legal Research, Legal Writing, Commercial Litigation, Westlaw, Outlook, Research, Civil Litigation, Legal Assistance, Litigation Support, Public Speaking, Lexis, Intellectual Property, Mediation, Social Media, Nonprofits, Fundraising, Event Planning, Microsoft Word, Customer Service, Corporate Law, Courts, Social Networking, Leadership, Employment Law, Due Diligence, Analysis, Marketing, Data Analysis, Program Management, Document Review, Training, Writing, Policy Analysis, PowerPoint, Microsoft Excel, Editing, Teaching, Strategic Planning, Financial Analysis, Program Development, Volunteer Management, Risk Management
Education
Colgate University 2002 — 2006
B.A., Sociology and Anthropology
NYC Department of Education June 2015 - Present
NYC Department of Education January 2015 - June 2015
UBS Investment Bank November 2012 - January 2015
UBS Investment Bank June 2012 - November 2012
Gibson, Dunn & Crutcher LLP August 2010 - November 2012
NYC Department of Education May 2010 - July 2010
Dewey & LeBoeuf LLP January 2007 - October 2009
Skills
Microsoft Office, Data Entry, Administrative Work, Coordination, Litigation, Trials, Legal Research, Legal Writing, Commercial Litigation, Westlaw, Outlook, Research, Civil Litigation, Legal Assistance, Litigation Support, Public Speaking, Lexis, Intellectual Property, Mediation, Social Media, Nonprofits, Fundraising, Event Planning, Microsoft Word, Customer Service, Corporate Law, Courts, Social Networking, Leadership, Employment Law, Due Diligence, Analysis, Marketing, Data Analysis, Program Management, Document Review, Training, Writing, Policy Analysis, PowerPoint, Microsoft Excel, Editing, Teaching, Strategic Planning, Financial Analysis, Program Development, Volunteer Management, Risk Management
Education
Colgate University 2002 — 2006
B.A., Sociology and Anthropology
Hector A. Avalos Hector A. Avalos's UBS Investment Bank Experience May 2011 - March 2012
Job Software Developer/ Application Support Analyst
Industry Computer Software
Experience
Barclays Corporate Banking August 2012 - Present
FDM Group March 2011 - May 2013
NDI Inc May 2012 - July 2012
UBS Investment Bank May 2011 - March 2012
Research Foundation of CUNY September 2010 - September 2010
SoftAll November 2005 - June 2006
Skills
Microsoft Word, Microsoft Excel, C#, Microsoft SQL Server, VBA, Access Database, Java, Unix Shell Scripting, Connect Direct, IBM Mainframe, Visual Basic 5.0/6.0, C++ Language, Oracle, ASP.NET, HTML, Linux, Windows, Eclipse, UltraEdit, Autosys, Alchemy, JCL, COBOL
Education
City University of New York-Hunter College 2007 — 2010
Bachelor's degree, Computer Science, 3.46
ISTP ABACO 2003 — 2005
Computer Programmer, Computer Programming
Barclays Corporate Banking August 2012 - Present
FDM Group March 2011 - May 2013
NDI Inc May 2012 - July 2012
UBS Investment Bank May 2011 - March 2012
Research Foundation of CUNY September 2010 - September 2010
SoftAll November 2005 - June 2006
Skills
Microsoft Word, Microsoft Excel, C#, Microsoft SQL Server, VBA, Access Database, Java, Unix Shell Scripting, Connect Direct, IBM Mainframe, Visual Basic 5.0/6.0, C++ Language, Oracle, ASP.NET, HTML, Linux, Windows, Eclipse, UltraEdit, Autosys, Alchemy, JCL, COBOL
Education
City University of New York-Hunter College 2007 — 2010
Bachelor's degree, Computer Science, 3.46
ISTP ABACO 2003 — 2005
Computer Programmer, Computer Programming
Jon Hayner Jon Hayner's UBS Investment Bank Experience March 2011 - August 2012
Job Manager of Financial Reporting at WWE
Industry Accounting
Experience
WWE June 2015 - Present
Frontier Communications August 2012 - June 2015
UBS Investment Bank March 2011 - August 2012
KPMG July 2010 - March 2011
KPMG September 2008 - July 2010
KPMG June 2007 - August 2007
Skills
Financial Reporting, Accounting, Internal Controls, Auditing, Financial Accounting, Financial Analysis, General Ledger, Variance Analysis, SEC filings, US GAAP, Account Reconciliation, Corporate Finance, Financial Statements, Internal Audit
Education
Coastal Carolina University 2004 — 2008
BS in Business Administration, Accounting
Tamarac High School 2000 — 2004
General Studies
WWE June 2015 - Present
Frontier Communications August 2012 - June 2015
UBS Investment Bank March 2011 - August 2012
KPMG July 2010 - March 2011
KPMG September 2008 - July 2010
KPMG June 2007 - August 2007
Skills
Financial Reporting, Accounting, Internal Controls, Auditing, Financial Accounting, Financial Analysis, General Ledger, Variance Analysis, SEC filings, US GAAP, Account Reconciliation, Corporate Finance, Financial Statements, Internal Audit
Education
Coastal Carolina University 2004 — 2008
BS in Business Administration, Accounting
Tamarac High School 2000 — 2004
General Studies
Stuart Willson's UBS Investment Bank Experience June 2000 - March 2003
Job CoFounder / Partner at Seven Locks Capital Management
Industry Investment Management
Experience
Seven Locks Capital Management February 2009 - Present
Magnetar Capital March 2007 - October 2008
George Weiss Associates, Inc. May 2005 - February 2007
UBS Investment Bank June 2000 - March 2003
Charles River Associates, Inc. August 1998 - June 2000
Skills
Investments, Investment Banking, Financial Modeling, Valuation, Private Equity, Equities, Hedge Funds, Capital Markets, Mergers & Acquisitions, Portfolio Management
Education
Columbia University - Columbia Business School 2003 — 2005
MBA
Colby College 1994 — 1998
BA, Economics
Lakeside School 1988 — 1994
Seven Locks Capital Management February 2009 - Present
Magnetar Capital March 2007 - October 2008
George Weiss Associates, Inc. May 2005 - February 2007
UBS Investment Bank June 2000 - March 2003
Charles River Associates, Inc. August 1998 - June 2000
Skills
Investments, Investment Banking, Financial Modeling, Valuation, Private Equity, Equities, Hedge Funds, Capital Markets, Mergers & Acquisitions, Portfolio Management
Education
Columbia University - Columbia Business School 2003 — 2005
MBA
Colby College 1994 — 1998
BA, Economics
Lakeside School 1988 — 1994
Christine Dillon's UBS Investment Bank Experience 2005 - 2008
Job Private Investor | Capital Markets | Corporate Access | Investor Relations | Corporate Finance
Industry Financial Services
Experience
UBS Investment Bank 2005 - 2008
Worldco & Independent Trader 2000 - 2004
Salomon Brothers Int'l (Europe) / Salomon Smith Barney 1998 - 2000
Prudential Securities, Inc. 1997 - 1997
Fitch Investors Service (Fitch Ratings) 1994 - 1997
Wells Fargo Securities, Inc. 1993 - 1993
Fidelity Investments 1989 - 1992
Federal Reserve Bank of Boston 1988 - 1988
Skills
Investment Banking, Structured Finance, Corporate Finance, Corporate Access, Investor Relations, Corporate Client..., Account Acquisition &..., Relationship Management, Business Development, Capital Raising, Equity Capital Markets, Debt & Equity Financing, Deal Origination &..., Cross-border..., Credit Rating, Due Diligence, Roadshows, Board Presentations, Grant Funding, Project Management, Published Author
Education
Harvard University, John F. Kennedy School of Government
MPA, Business & Government
Clark Atlanta University
MBA, Finance
University of Massachusetts, Amherst
BBA, General Business & Finance
UBS Investment Bank 2005 - 2008
Worldco & Independent Trader 2000 - 2004
Salomon Brothers Int'l (Europe) / Salomon Smith Barney 1998 - 2000
Prudential Securities, Inc. 1997 - 1997
Fitch Investors Service (Fitch Ratings) 1994 - 1997
Wells Fargo Securities, Inc. 1993 - 1993
Fidelity Investments 1989 - 1992
Federal Reserve Bank of Boston 1988 - 1988
Skills
Investment Banking, Structured Finance, Corporate Finance, Corporate Access, Investor Relations, Corporate Client..., Account Acquisition &..., Relationship Management, Business Development, Capital Raising, Equity Capital Markets, Debt & Equity Financing, Deal Origination &..., Cross-border..., Credit Rating, Due Diligence, Roadshows, Board Presentations, Grant Funding, Project Management, Published Author
Education
Harvard University, John F. Kennedy School of Government
MPA, Business & Government
Clark Atlanta University
MBA, Finance
University of Massachusetts, Amherst
BBA, General Business & Finance
Jonathan Montbach Jonathan Montbach's UBS Investment Bank Experience August 2001 - February 2005
Job Senior Vice President at Seabury Securities
Industry Investment Banking
Experience
Seabury Securities LLC December 2009 - Present
KPMG Corporate Finance January 2008 - December 2009
LM Isis Capital Partners January 2007 - May 2007
GB Merchant Partners February 2005 - December 2006
UBS Investment Bank August 2001 - February 2005
BHF-BANK 1993 - 1995
Skills
Financial Advisory, Financial Modeling, High Yield, Investments, Private Equity, Restructuring, Valuation, Special Situations
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Analytic Finance
Colgate University 1988 — 1992
BA, International Relations
Woodberry Forest School 1984 — 1988
High School Diploma, n/a
Seabury Securities LLC December 2009 - Present
KPMG Corporate Finance January 2008 - December 2009
LM Isis Capital Partners January 2007 - May 2007
GB Merchant Partners February 2005 - December 2006
UBS Investment Bank August 2001 - February 2005
BHF-BANK 1993 - 1995
Skills
Financial Advisory, Financial Modeling, High Yield, Investments, Private Equity, Restructuring, Valuation, Special Situations
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Analytic Finance
Colgate University 1988 — 1992
BA, International Relations
Woodberry Forest School 1984 — 1988
High School Diploma, n/a
Irina Giller-CGEIT,CIPP,CISA,CISM,CISSP,CRISC Irina Giller-CGEIT,CIPP,CISA,CISM,CISSP,CRISC's UBS Investment Bank Experience 1997 - 1999
Job Director, IT Governance, Risk and Compliance at KPMG
Industry Accounting
Experience
KPMG November 2009 - Present
KPMG 2000 - December 2009
UBS Investment Bank 1997 - 1999
SBC Warburg 1989 - 1997
Skills
IT Audit, Information Security, Governance, CISA, Information Security..., IT Risk Management, Information Technology, Vulnerability Management, CISSP, Enterprise Risk..., Business Continuity, PCI DSS, ISO 27001, CGEIT, Data Privacy, COBIT, Policy, Security, SAS70, CRISC, CISM, IT Strategy, IT Governance, CIPP, ITIL v3 Foundations..., IT Security Policies, IT Policies, IT Compliance, IT Governance, Risk and..., IT Transformation, Business Analysis, IT Management
Education
City University of New York-Hunter College 1980 — 1983
BS, Health Sciences
KPMG November 2009 - Present
KPMG 2000 - December 2009
UBS Investment Bank 1997 - 1999
SBC Warburg 1989 - 1997
Skills
IT Audit, Information Security, Governance, CISA, Information Security..., IT Risk Management, Information Technology, Vulnerability Management, CISSP, Enterprise Risk..., Business Continuity, PCI DSS, ISO 27001, CGEIT, Data Privacy, COBIT, Policy, Security, SAS70, CRISC, CISM, IT Strategy, IT Governance, CIPP, ITIL v3 Foundations..., IT Security Policies, IT Policies, IT Compliance, IT Governance, Risk and..., IT Transformation, Business Analysis, IT Management
Education
City University of New York-Hunter College 1980 — 1983
BS, Health Sciences
Jennifer (Murphy) Hubina Jennifer (Murphy) Hubina's UBS Investment Bank Experience July 2009 - June 2011
Job Director of Brand Marketing, L'Occitane en Provence
Industry Marketing and Advertising
Experience
L'Occitane en Provence June 2015 - Present
Unilever August 2014 - June 2015
Unilever June 2013 - August 2014
Unilever May 2012 - August 2012
UBS Investment Bank July 2009 - June 2011
UBS Investment Bank July 2007 - July 2009
Skills
Valuation, Financial Modeling, Investment Banking, LBO, Emerging Markets, Corporate Finance, Equities, Capital Markets, Private Equity, Equity Research, Bloomberg, Venture Capital, Product Marketing, Marketing, Brand Management, Due Diligence, Financial Analysis, Strategy
Education
Harvard Business School 2011 — 2013
MBA
Colby College 2003 — 2007
B.A., Economics, Concentration in Financial Markets
L'Occitane en Provence June 2015 - Present
Unilever August 2014 - June 2015
Unilever June 2013 - August 2014
Unilever May 2012 - August 2012
UBS Investment Bank July 2009 - June 2011
UBS Investment Bank July 2007 - July 2009
Skills
Valuation, Financial Modeling, Investment Banking, LBO, Emerging Markets, Corporate Finance, Equities, Capital Markets, Private Equity, Equity Research, Bloomberg, Venture Capital, Product Marketing, Marketing, Brand Management, Due Diligence, Financial Analysis, Strategy
Education
Harvard Business School 2011 — 2013
MBA
Colby College 2003 — 2007
B.A., Economics, Concentration in Financial Markets
Joe DiLauro Joe DiLauro's UBS Investment Bank Experience August 2009 - August 2010
Job VP, Financial Institutions Client Onboarding
Industry Financial Services
Experience
RBS Global Banking & Markets February 2011 - Present
UBS Investment Bank August 2009 - August 2010
UBS Securities LLC January 2004 - November 2008
Schwab Capital Markets January 1999 - January 2004
Navillus Securities Inc January 1999 - August 1999
Olde Discount Corporation January 1998 - January 1999
PricewaterhouseCoopers January 1996 - January 1998
Skills
Trading, Equities, Derivatives, Bloomberg, Risk Management, FX Options, Financial Risk, Investments, Middle Office, Bonds, Back Office, AML, Accounting, Fixed Income, Investment Banking, Auditing, Capital Markets, Loans, Series 7, Equity Trading, Securities, Trading Systems, Hedge Funds, Management, Financial Markets
Education
Clemson University 1992 — 1996
B.S, Financial Management
ROXBURY HIGH SCHOOL 1986 — 1990
RBS Global Banking & Markets February 2011 - Present
UBS Investment Bank August 2009 - August 2010
UBS Securities LLC January 2004 - November 2008
Schwab Capital Markets January 1999 - January 2004
Navillus Securities Inc January 1999 - August 1999
Olde Discount Corporation January 1998 - January 1999
PricewaterhouseCoopers January 1996 - January 1998
Skills
Trading, Equities, Derivatives, Bloomberg, Risk Management, FX Options, Financial Risk, Investments, Middle Office, Bonds, Back Office, AML, Accounting, Fixed Income, Investment Banking, Auditing, Capital Markets, Loans, Series 7, Equity Trading, Securities, Trading Systems, Hedge Funds, Management, Financial Markets
Education
Clemson University 1992 — 1996
B.S, Financial Management
ROXBURY HIGH SCHOOL 1986 — 1990
Doug Jacques Doug Jacques's UBS Investment Bank Experience December 2005 - January 2009
Job Sr. VP at Macquarie Energy
Industry Oil & Energy
Experience
Macquarie Energy May 2010 - Present
RBS Sempra Commodities January 2009 - May 2010
UBS Investment Bank December 2005 - January 2009
PG&E NEG 1999 - 2005
Union Pacific Resources 1996 - 1999
Chevron Natural Gas 1980 - 1996
Skills
Commodity Markets, Structured Products, Natural Gas, Asset Management, Asset Managment, Loan Origination, Commodity, Hedging, Derivatives, Energy Markets, Options
Education
Colorado School of Mines 1976 — 1980
BS, Chemical & Petroleum Refining Engineering
Macquarie Energy May 2010 - Present
RBS Sempra Commodities January 2009 - May 2010
UBS Investment Bank December 2005 - January 2009
PG&E NEG 1999 - 2005
Union Pacific Resources 1996 - 1999
Chevron Natural Gas 1980 - 1996
Skills
Commodity Markets, Structured Products, Natural Gas, Asset Management, Asset Managment, Loan Origination, Commodity, Hedging, Derivatives, Energy Markets, Options
Education
Colorado School of Mines 1976 — 1980
BS, Chemical & Petroleum Refining Engineering
Steve Kenny Steve Kenny's UBS Investment Bank Experience March 1992 - October 2006
Job Teacher/Coach at St. Joseph Regional High School
Industry Financial Services
Experience
St. Joseph Regional High School January 2011 - Present
Knight Capital Group March 2009 - October 2010
Glen Rock High School March 2007 - October 2008
UBS Investment Bank March 1992 - October 2006
DLJ March 1990 - March 1992
LF Rothschild March 1986 - February 1989
Merrill Lynch 1982 - 1986
Skills
Strategy, Marketing, Portfolio Management, Investments, Fixed Income, Public Speaking, Equities, Strategic Planning, Series 7, Risk Management, Valuation, Financial Analysis, Capital Markets, Hedge Funds, Electronic Trading, Emerging Markets, Bloomberg, Structured Products, Series 63, Bonds, Alternative Investments
Education
St. Peter's University 2011 — 2014
Candidate for Masters, Secondary Education and Teaching
College of the Holy Cross 1977 — 1981
BA, English
St. Joseph Regional High School January 2011 - Present
Knight Capital Group March 2009 - October 2010
Glen Rock High School March 2007 - October 2008
UBS Investment Bank March 1992 - October 2006
DLJ March 1990 - March 1992
LF Rothschild March 1986 - February 1989
Merrill Lynch 1982 - 1986
Skills
Strategy, Marketing, Portfolio Management, Investments, Fixed Income, Public Speaking, Equities, Strategic Planning, Series 7, Risk Management, Valuation, Financial Analysis, Capital Markets, Hedge Funds, Electronic Trading, Emerging Markets, Bloomberg, Structured Products, Series 63, Bonds, Alternative Investments
Education
St. Peter's University 2011 — 2014
Candidate for Masters, Secondary Education and Teaching
College of the Holy Cross 1977 — 1981
BA, English
Jake Bedore Jake Bedore's UBS Investment Bank Experience March 2010 - October 2012
Job AVP US Par and Distressed Trading Business Control and P&L Middle Office at Bank of America
Industry Investment Banking
Experience
Bank of America December 2013 - Present
Barclays Capital July 2012 - December 2013
UBS Investment Bank March 2010 - October 2012
UBS Investment Bank June 2008 - March 2010
Skills
Product Control, Financial Analysis, Financial Accounting, Trading, Finance, Portfolio Management
Education
Clarkson University 2004 — 2008
Bachelor of Science (BS), Accounting, 3.5
Bank of America December 2013 - Present
Barclays Capital July 2012 - December 2013
UBS Investment Bank March 2010 - October 2012
UBS Investment Bank June 2008 - March 2010
Skills
Product Control, Financial Analysis, Financial Accounting, Trading, Finance, Portfolio Management
Education
Clarkson University 2004 — 2008
Bachelor of Science (BS), Accounting, 3.5
Deirdre Sanborn's UBS Investment Bank Experience October 2009 - 2014
Job Leadership Coach & Strategic Consultant w/ Expertise in Leadership Development, Team Building & Financial Management
Industry Professional Training & Coaching
Experience
Deirdre Sanborn & Associates 2014 - Present
Irie Ventures LLC 2012 - 2014
UBS Investment Bank October 2009 - 2014
Fortis Capital 1997 - 2009
Citibank 1992 - 1997
Skills
Strategic Planning, Executive Development, Business Coaching, Executive Coaching, Consulting, Business Strategy, Leadership Development, Financial Structuring, Business Development, Investment Banking, Due Diligence, Entrepreneurship, Structured Finance, Portfolio Management, Interpersonal Skills, Commodity, Investments, Valuation, Trading, Leveraged Finance, Credit Analysis, Strategy, Equities, Derivatives, Hedge Funds, Capital Markets, Energy, Financial Services, Private Equity, Loans, Corporate Finance, Project Finance, Financial Modeling, Credit Risk, Risk Management, Credit, Executive Management, Financial Analysis, Alternative Investments, Fixed Income, Emerging Markets, Finance, Syndications, Relationship Management, Team Leadership, Employee Relations, Succession Planning, Mentoring, Social Skills
Education
The Academies 2014 — 2015
Certified Executive Leadership & Development Coach
Foundation for Holistic Life Coaching 2014 — 2014
PSEN 2011 — 2014
College of the Holy Cross 1988 — 1992
BA, Economics
WILEY!
Deirdre Sanborn & Associates 2014 - Present
Irie Ventures LLC 2012 - 2014
UBS Investment Bank October 2009 - 2014
Fortis Capital 1997 - 2009
Citibank 1992 - 1997
Skills
Strategic Planning, Executive Development, Business Coaching, Executive Coaching, Consulting, Business Strategy, Leadership Development, Financial Structuring, Business Development, Investment Banking, Due Diligence, Entrepreneurship, Structured Finance, Portfolio Management, Interpersonal Skills, Commodity, Investments, Valuation, Trading, Leveraged Finance, Credit Analysis, Strategy, Equities, Derivatives, Hedge Funds, Capital Markets, Energy, Financial Services, Private Equity, Loans, Corporate Finance, Project Finance, Financial Modeling, Credit Risk, Risk Management, Credit, Executive Management, Financial Analysis, Alternative Investments, Fixed Income, Emerging Markets, Finance, Syndications, Relationship Management, Team Leadership, Employee Relations, Succession Planning, Mentoring, Social Skills
Education
The Academies 2014 — 2015
Certified Executive Leadership & Development Coach
Foundation for Holistic Life Coaching 2014 — 2014
PSEN 2011 — 2014
College of the Holy Cross 1988 — 1992
BA, Economics
WILEY!
Shuxin “Susie” Chang Shuxin “Susie” Chang's UBS Investment Bank Experience July 2014 - January 2015
Job IB Credit Risk AnalystHedge Fund/Private Equity at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank July 2014 - January 2015
AIG August 2013 - December 2013
Goldman Sachs July 2012 - August 2012
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Economics, Business Analysis, Financial Analysis, Data Analysis, Mac, Statistics, Event Planning, Leadership, Mandarin, Public Speaking, Microsoft Publisher, Maple, SPSS, PC, Tax, Leadership Development, Mathematica, Credit Risk, Counterparty Due..., Hedge Funds, Alternative Investments, Quantitative Risk..., Research Analysis, Finance, Research
Education
Northeastern University 2012 — 2015
Bachelor of Science in Business Administration, Finance and Mathematics, 3.6
College of Saint Elizabeth 2010 — 2012
Bachelor of Science in Business Administration, Mathematics and Business, 3.91
Knoxville High School 2009 — 2010
High School, Top 1%
Beijing National Day High School 2007 — 2009
High School/Secondary Diplomas and Certificates
UBS Investment Bank July 2014 - January 2015
AIG August 2013 - December 2013
Goldman Sachs July 2012 - August 2012
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Economics, Business Analysis, Financial Analysis, Data Analysis, Mac, Statistics, Event Planning, Leadership, Mandarin, Public Speaking, Microsoft Publisher, Maple, SPSS, PC, Tax, Leadership Development, Mathematica, Credit Risk, Counterparty Due..., Hedge Funds, Alternative Investments, Quantitative Risk..., Research Analysis, Finance, Research
Education
Northeastern University 2012 — 2015
Bachelor of Science in Business Administration, Finance and Mathematics, 3.6
College of Saint Elizabeth 2010 — 2012
Bachelor of Science in Business Administration, Mathematics and Business, 3.91
Knoxville High School 2009 — 2010
High School, Top 1%
Beijing National Day High School 2007 — 2009
High School/Secondary Diplomas and Certificates
Laura Senf Laura Senf's UBS Investment Bank Experience 1987 - 1996
Job Executive Assistant at Colliers International
Industry Commercial Real Estate
Experience
Colliers International October 2004 - Present
ABN AMRO Bank N.V. April 1996 - September 2004
UBS Investment Bank 1987 - 1996
Skills
Customer Service, Event Planning, People-oriented, Staff Orientation
Education
College of DuPage
Administrative Assistant and Secretarial Science, General
Colliers International October 2004 - Present
ABN AMRO Bank N.V. April 1996 - September 2004
UBS Investment Bank 1987 - 1996
Skills
Customer Service, Event Planning, People-oriented, Staff Orientation
Education
College of DuPage
Administrative Assistant and Secretarial Science, General
Candice Conseur Candice Conseur's UBS Investment Bank Experience November 2003 - September 2007
Job Principal at KKR
Industry Human Resources
Experience
KKR January 2015 - Present
KKR July 2013 - Present
UBS AG March 2010 - June 2013
UBS October 2007 - February 2010
UBS Investment Bank November 2003 - September 2007
Colgate University June 2002 - February 2003
Skills
Talent Management, Career Development, Training, Program Management, Recruiting, Staff Development, Human Resources, Applicant Tracking..., Leadership Development, Talent Acquisition, Onboarding, Performance Management, Employee Engagement, Organizational..., Employee Relations, Management Consulting, Succession Planning, College Recruiting, Leadership, Career Counseling, Project Management, Resume Writing, Vendor Management, Interviews, Screening, Technical Recruiting, Workforce Planning, HRIS, Personnel Management, Deferred Compensation, Executive Search, Organizational Design, Organizational..., Sourcing
Education
Colgate University 1998 — 2002
Bachelor's Degree, Spanish Language and Literature
New York University 2012 — 2012
Certificate in Career Planning and Development
Northport HS 1994 — 1998
Own the Room
KKR January 2015 - Present
KKR July 2013 - Present
UBS AG March 2010 - June 2013
UBS October 2007 - February 2010
UBS Investment Bank November 2003 - September 2007
Colgate University June 2002 - February 2003
Skills
Talent Management, Career Development, Training, Program Management, Recruiting, Staff Development, Human Resources, Applicant Tracking..., Leadership Development, Talent Acquisition, Onboarding, Performance Management, Employee Engagement, Organizational..., Employee Relations, Management Consulting, Succession Planning, College Recruiting, Leadership, Career Counseling, Project Management, Resume Writing, Vendor Management, Interviews, Screening, Technical Recruiting, Workforce Planning, HRIS, Personnel Management, Deferred Compensation, Executive Search, Organizational Design, Organizational..., Sourcing
Education
Colgate University 1998 — 2002
Bachelor's Degree, Spanish Language and Literature
New York University 2012 — 2012
Certificate in Career Planning and Development
Northport HS 1994 — 1998
Own the Room
Charles Mounts Charles Mounts's UBS Investment Bank Experience March 2004 - June 2008
Job Global Head of Research and Design at S&P Dow Jones Indices
Industry Financial Services
Experience
S&P Dow Jones Indices September 2015 - Present
Bija Capital Management LLC April 2013 - April 2015
Knight Capital Group March 2010 - March 2013
UBS Investment Bank March 2004 - June 2008
UBS Investment Bank 2002 - 2004
Goldman Sachs 1998 - 2002
UBS 1995 - 1998
Merrill Lynch 1993 - 1995
Federal Reserve Bank of New York 1990 - 1993
Skills
Fixed Income, Currency, Hedge Funds, Credit, Investment Banking, Capital Markets, Equities, Analytics, Bonds, Risk Management, Equity Research, Alternative Investments, High Yield, Investments, Emerging Markets, Banking, Portfolio Management, Derivatives, Bloomberg, Asset Management, Trading, Mutual Funds, Asset Allocation, Valuation, Fixed Income Analysis
Education
Harvard University, John F. Kennedy School of Government 1988 — 1990
MPP, International Trade and Finance
Claremont McKenna College 1983 — 1987
BA, International Economics and History
The University of Freiburg 1985 — 1986
S&P Dow Jones Indices September 2015 - Present
Bija Capital Management LLC April 2013 - April 2015
Knight Capital Group March 2010 - March 2013
UBS Investment Bank March 2004 - June 2008
UBS Investment Bank 2002 - 2004
Goldman Sachs 1998 - 2002
UBS 1995 - 1998
Merrill Lynch 1993 - 1995
Federal Reserve Bank of New York 1990 - 1993
Skills
Fixed Income, Currency, Hedge Funds, Credit, Investment Banking, Capital Markets, Equities, Analytics, Bonds, Risk Management, Equity Research, Alternative Investments, High Yield, Investments, Emerging Markets, Banking, Portfolio Management, Derivatives, Bloomberg, Asset Management, Trading, Mutual Funds, Asset Allocation, Valuation, Fixed Income Analysis
Education
Harvard University, John F. Kennedy School of Government 1988 — 1990
MPP, International Trade and Finance
Claremont McKenna College 1983 — 1987
BA, International Economics and History
The University of Freiburg 1985 — 1986
Stuart Laipple Stuart Laipple's UBS Investment Bank Experience 2009 - Present
Job Senior IT Administrator at UBS Investment Bank
Industry Information Technology and Services
Experience
UBS Investment Bank 2009 - Present
Morgan Stanley 2006 - 2008
J.P. Morgan 1999 - 2004
Education
San Francisco State University 1986 — 1988
College of San Mateo
Heald College-San Francisco
UBS Investment Bank 2009 - Present
Morgan Stanley 2006 - 2008
J.P. Morgan 1999 - 2004
Education
San Francisco State University 1986 — 1988
College of San Mateo
Heald College-San Francisco
John Traynor, AWMA® John Traynor, AWMA®'s UBS Investment Bank Experience September 2010 - October 2011
Job UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management May 2015 - Present
UBS Wealth Management April 2013 - April 2015
UBS Wealth Management October 2011 - April 2013
UBS Investment Bank September 2010 - October 2011
Education
College for Financial Planning 2013 — 2013
AWMA®, Accredited Wealth Management Advisor SM
Fairfield University 2006 — 2010
Bachelor of Science (BS), Charles F. Dolan School of Business
UBS Wealth Management May 2015 - Present
UBS Wealth Management April 2013 - April 2015
UBS Wealth Management October 2011 - April 2013
UBS Investment Bank September 2010 - October 2011
Education
College for Financial Planning 2013 — 2013
AWMA®, Accredited Wealth Management Advisor SM
Fairfield University 2006 — 2010
Bachelor of Science (BS), Charles F. Dolan School of Business
Chad Macdonald Chad Macdonald's UBS Investment Bank Experience November 2003 - November 2005
Job Institutional Equity Trader at Macquarie Group
Industry Investment Banking
Experience
Macquarie Group October 2014 - Present
Canaccord Genuity Inc. October 2005 - October 2014
UBS Investment Bank November 2003 - November 2005
Westwind Partners January 2002 - November 2003
Skills
Equities, Capital Markets, Investments, Financial Modeling, Bloomberg, Valuation, Trading, Hedge Funds, Portfolio Management, Financial Analysis
Education
Colgate University 1996 — 2001
Bachelor of Arts (B.A.), Geology
Colgate University 1996 — 2001
Macquarie Group October 2014 - Present
Canaccord Genuity Inc. October 2005 - October 2014
UBS Investment Bank November 2003 - November 2005
Westwind Partners January 2002 - November 2003
Skills
Equities, Capital Markets, Investments, Financial Modeling, Bloomberg, Valuation, Trading, Hedge Funds, Portfolio Management, Financial Analysis
Education
Colgate University 1996 — 2001
Bachelor of Arts (B.A.), Geology
Colgate University 1996 — 2001
David W. Miller David W. Miller's UBS Investment Bank Experience 2001 - 2005
Job JP Morgan Chase & Co. Managing Director
Industry Capital Markets
Experience
JPMorgan Chase & Co. January 2014 - Present
JPMorgan Chase & Co. June 2005 - January 2014
UBS Investment Bank 2001 - 2005
Newedge (Fimat) 2000 - 2001
Refco 1997 - 2000
Credit Suisse 1994 - 1997
Gold, Farrell & Marks 1993 - 1994
U.S. Securities and Exchange Commission 1988 - 1993
Education
The George Washington University Law School 1985 — 1988
Doctor of Law (JD)
Colgate University 1981 — 1985
BA, History
JPMorgan Chase & Co. January 2014 - Present
JPMorgan Chase & Co. June 2005 - January 2014
UBS Investment Bank 2001 - 2005
Newedge (Fimat) 2000 - 2001
Refco 1997 - 2000
Credit Suisse 1994 - 1997
Gold, Farrell & Marks 1993 - 1994
U.S. Securities and Exchange Commission 1988 - 1993
Education
The George Washington University Law School 1985 — 1988
Doctor of Law (JD)
Colgate University 1981 — 1985
BA, History
Keisha McLaughlin-Eleazar Keisha McLaughlin-Eleazar's UBS Investment Bank Experience October 2012 - July 2013
Job CLO Loan Closer at Angelo, Gordon & Company
Industry Investment Banking
Experience
Angelo, Gordon & Company August 2013 - Present
UBS Investment Bank October 2012 - July 2013
Deutsche Bank October 2008 - September 2012
Deutsche Bank April 2006 - September 2012
Deutsche Bank April 2006 - October 2008
Willkie Farr & Gallagher LLP 2003 - 2005
Skills
Portfolio Management, Investment Banking, Trading, Credit, Banking, Risk Management, Capital Markets, Loans, Financial Risk, Equities, Analysis, Finance, Fixed Income
Education
City University of New York-John Jay College of Criminal Justice 1997 — 2003
BA, Criminal Justice
Angelo, Gordon & Company August 2013 - Present
UBS Investment Bank October 2012 - July 2013
Deutsche Bank October 2008 - September 2012
Deutsche Bank April 2006 - September 2012
Deutsche Bank April 2006 - October 2008
Willkie Farr & Gallagher LLP 2003 - 2005
Skills
Portfolio Management, Investment Banking, Trading, Credit, Banking, Risk Management, Capital Markets, Loans, Financial Risk, Equities, Analysis, Finance, Fixed Income
Education
City University of New York-John Jay College of Criminal Justice 1997 — 2003
BA, Criminal Justice
Andrew B. Roos Andrew B. Roos's UBS Investment Bank Experience 1997 - 1998
Job Business Analyst|Agile|Project Management|Functional Requirement|Use Case|Business Process Mapping|Records Management
Industry Financial Services
Experience
Fitch Ratings 2006 - 2013
Prudential Financial 1999 - 2005
UBS Investment Bank 1997 - 1998
Sapient 1996 - 1997
BSG 1993 - 1996
Skills
Use Case, Business Process Mapping, Storyboarding, Functional Requirements, Data Dictionary, Business Requirements, Event Processing, MongoVUE, Domain Modeling, Full Life Cycle..., Business Process..., Mingle, Blueprint, MS Project, Project Scope..., MongoDB, Acceptance Criteria, SQL, Web Services, Business Analysis, Software Development, Project Management, Financial Services, Agile Methodologies, Fixed Income, Public Finance, Gap Analysis, Risk Registers, Performance Reporting, Records Management, Sarbanes-Oxley, JSON, Visio, Microsoft Excel, Microsoft Word, Agile Web Development, Agile & Waterfall..., Agile Testing, Software Quality..., Web Service Development, User Acceptance Testing, End User Training, Mobile Applications, Unix, SnagIt, User Experience, User Interface, User Stories, Context Diagrams, Data Analysis
Education
The George Washington University, School of Business and Public Management 2000 — 2002
Masters Certificate in Information Technology Management
The Chubb Institute 1990 — 1992
Computer Programming
Colby College 1984 — 1988
Bachelor of Arts (BA), Political Science and Government
Fitch Ratings 2006 - 2013
Prudential Financial 1999 - 2005
UBS Investment Bank 1997 - 1998
Sapient 1996 - 1997
BSG 1993 - 1996
Skills
Use Case, Business Process Mapping, Storyboarding, Functional Requirements, Data Dictionary, Business Requirements, Event Processing, MongoVUE, Domain Modeling, Full Life Cycle..., Business Process..., Mingle, Blueprint, MS Project, Project Scope..., MongoDB, Acceptance Criteria, SQL, Web Services, Business Analysis, Software Development, Project Management, Financial Services, Agile Methodologies, Fixed Income, Public Finance, Gap Analysis, Risk Registers, Performance Reporting, Records Management, Sarbanes-Oxley, JSON, Visio, Microsoft Excel, Microsoft Word, Agile Web Development, Agile & Waterfall..., Agile Testing, Software Quality..., Web Service Development, User Acceptance Testing, End User Training, Mobile Applications, Unix, SnagIt, User Experience, User Interface, User Stories, Context Diagrams, Data Analysis
Education
The George Washington University, School of Business and Public Management 2000 — 2002
Masters Certificate in Information Technology Management
The Chubb Institute 1990 — 1992
Computer Programming
Colby College 1984 — 1988
Bachelor of Arts (BA), Political Science and Government
Brett Langbert's UBS Investment Bank Experience June 2010 - March 2012
Job Wealth Advisor at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management January 2015 - Present
Israel A. Englander & Co. March 2013 - May 2014
UBS Investment Bank June 2010 - March 2012
Morgan Stanley April 2007 - June 2010
Goldman Sachs June 1995 - April 2007
Education
Colgate University 1991 — 1995
Bachelor of Arts (B.A.), With Honors in Political Science and Government
Bernstein Global Wealth Management January 2015 - Present
Israel A. Englander & Co. March 2013 - May 2014
UBS Investment Bank June 2010 - March 2012
Morgan Stanley April 2007 - June 2010
Goldman Sachs June 1995 - April 2007
Education
Colgate University 1991 — 1995
Bachelor of Arts (B.A.), With Honors in Political Science and Government
CJ Smith CJ Smith's UBS Investment Bank Experience June 2015 - August 2015
Job Senior at Colby College interested in Finance and Investment Banking
Industry
Experience
The Colby Echo May 2014 - Present
Mayflower Hill Capital January 2014 - Present
UBS Investment Bank June 2015 - August 2015
Edgewood Management July 2014 - August 2014
TOG LLC June 2013 - August 2013
Stringing Business January 2006 - September 2010
Education
Colby College 2012 — 2016
Bachelor's Degree, Economics with Financial Markets
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Tuck Business Bridge Program, Business Fundamentals
Brooks School 2008 — 2012
High School, Cum Laude
The Colby Echo May 2014 - Present
Mayflower Hill Capital January 2014 - Present
UBS Investment Bank June 2015 - August 2015
Edgewood Management July 2014 - August 2014
TOG LLC June 2013 - August 2013
Stringing Business January 2006 - September 2010
Education
Colby College 2012 — 2016
Bachelor's Degree, Economics with Financial Markets
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Tuck Business Bridge Program, Business Fundamentals
Brooks School 2008 — 2012
High School, Cum Laude
David V. Hedley III David V. Hedley III's UBS Investment Bank Experience September 2003 - December 2012
Job Sr. Managing Director & Group Head US Technology M&A Advisory at Ernst & Young Capital Advisors
Industry Investment Banking
Experience
Ernst & Young Capital Advisors, LLC July 2014 - Present
Canaccord Genuity Inc. April 2013 - June 2014
UBS Investment Bank September 2003 - December 2012
Thomas Weisel Partners March 2000 - March 2003
Merrill Lynch & Co. July 1991 - March 2000
Skills
Investment Banking, Corporate Finance, Mergers, Leveraged Finance, Private Equity, Capital Markets, M&A experience, IPO, Valuation, Equity Valuation, Fixed Income, Financial Structuring, LBO, Financial Modeling, Business Valuation
Education
Colgate University 1987 — 1991
BA, Political Science
Morristown-Beard School 1981 — 1987
Ernst & Young Capital Advisors, LLC July 2014 - Present
Canaccord Genuity Inc. April 2013 - June 2014
UBS Investment Bank September 2003 - December 2012
Thomas Weisel Partners March 2000 - March 2003
Merrill Lynch & Co. July 1991 - March 2000
Skills
Investment Banking, Corporate Finance, Mergers, Leveraged Finance, Private Equity, Capital Markets, M&A experience, IPO, Valuation, Equity Valuation, Fixed Income, Financial Structuring, LBO, Financial Modeling, Business Valuation
Education
Colgate University 1987 — 1991
BA, Political Science
Morristown-Beard School 1981 — 1987
Candice Zarr Candice Zarr's UBS Investment Bank Experience October 2006 - November 2007
Job at
Industry Information Technology and Services
Experience
Yale University 2015 - Present
Connolly, LLC October 2014 - Present
New York University December 2013 - October 2014
Unilever June 2012 - November 2013
Ernst & Young June 2011 - July 2012
Unilever February 2008 - January 2012
UBS Investment Bank October 2006 - November 2007
JPMorgan Chase June 2004 - November 2006
Chase December 2003 - June 2004
JPMorgan Chase May 2002 - November 2003
Skills
Program Management, IT Strategy, Project Planning, PMO, SDLC, Risk Management, Project Management, Integration, Team Leadership, Management, Process Improvement, ITIL, Vendor Management, Enterprise Software, Banking, Software Engineering, Sarbanes-Oxley Act, Project Portfolio..., Change Management, Public Speaking, Process Scheduler, Strategy, Leadership, Testing, Business Process..., IT Service Management, Analysis, Quality Assurance, Outsourcing, CMM, Mentoring, Microsoft Office, Proposal Writing, Internal Controls, Research, Cross-functional Team..., Software Development, Training, Supervisory Skills, Budgets, Data Analysis, Business Strategy, Start-ups, Contract Negotiation, Technical Leadership, Mergers & Acquisitions, Scheduling, Staff Training, Writing, Eliminating Chaos
Education
Southern Connecticut State University 2008 — 2008
Physics
The University of Connecticut 2006 — 2007
Post Grad Studies, Chemistry
City University of New York-Hunter College 2004 — 2005
Biology
Pace University 1986 — 1988
BPS Business, MIS with Computer Programming
New York University 1983 — 1985
AAS, Business, Computer Science
Fordham University
Pre-Medical
St. Joseph's Academy
Yale University 2015 - Present
Connolly, LLC October 2014 - Present
New York University December 2013 - October 2014
Unilever June 2012 - November 2013
Ernst & Young June 2011 - July 2012
Unilever February 2008 - January 2012
UBS Investment Bank October 2006 - November 2007
JPMorgan Chase June 2004 - November 2006
Chase December 2003 - June 2004
JPMorgan Chase May 2002 - November 2003
Skills
Program Management, IT Strategy, Project Planning, PMO, SDLC, Risk Management, Project Management, Integration, Team Leadership, Management, Process Improvement, ITIL, Vendor Management, Enterprise Software, Banking, Software Engineering, Sarbanes-Oxley Act, Project Portfolio..., Change Management, Public Speaking, Process Scheduler, Strategy, Leadership, Testing, Business Process..., IT Service Management, Analysis, Quality Assurance, Outsourcing, CMM, Mentoring, Microsoft Office, Proposal Writing, Internal Controls, Research, Cross-functional Team..., Software Development, Training, Supervisory Skills, Budgets, Data Analysis, Business Strategy, Start-ups, Contract Negotiation, Technical Leadership, Mergers & Acquisitions, Scheduling, Staff Training, Writing, Eliminating Chaos
Education
Southern Connecticut State University 2008 — 2008
Physics
The University of Connecticut 2006 — 2007
Post Grad Studies, Chemistry
City University of New York-Hunter College 2004 — 2005
Biology
Pace University 1986 — 1988
BPS Business, MIS with Computer Programming
New York University 1983 — 1985
AAS, Business, Computer Science
Fordham University
Pre-Medical
St. Joseph's Academy
Katharine Eddy Katharine Eddy's UBS Investment Bank Experience June 2013 - August 2013
Job Management Consulting Associate at McGladrey
Industry Management Consulting
Experience
McGladrey July 2014 - Present
UBS Investment Bank June 2013 - August 2013
The Hartford Financial Services Group May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Java, HTML, Research, Social Media, Matlab, Public Speaking, Teamwork, Mathematica, Scientific Workplace, Stata, Financial Modeling, Community Outreach
Education
Colby College 2010 — 2014
Economics-Mathematics
Cheshire High School 2007 — 2010
McGladrey July 2014 - Present
UBS Investment Bank June 2013 - August 2013
The Hartford Financial Services Group May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Java, HTML, Research, Social Media, Matlab, Public Speaking, Teamwork, Mathematica, Scientific Workplace, Stata, Financial Modeling, Community Outreach
Education
Colby College 2010 — 2014
Economics-Mathematics
Cheshire High School 2007 — 2010
Jessica Golden's UBS Investment Bank Experience 2011 - February 2013
Job Director of Operations at Quorum Federal Credit Union
Industry Banking
Experience
Quorum Federal Credit Union September 2013 - Present
Quorum Federal Credit Union February 2013 - September 2013
UBS Investment Bank 2011 - February 2013
UBS Investment Bank 2009 - 2011
UBS 2008 - 2010
UBS 2006 - 2008
UBS 2005 - 2006
MetLife Financial Services 2004 - 2004
General Electric 2003 - 2003
GE Supply 2001 - 2003
Skills
project management, Process Improvement, Six Sigma, Program Management, Change Management, Business Analysis, Offshoring, Business Process..., Operational Excellence, PMO, Process Excellence, Financial Services, Investment Banking, Project Management, Requirements Analysis, Business Process Mapping, Business Intelligence, Software Project..., SharePoint, Training, Leadership, Governance, Data Warehousing, Business Process..., IT Strategy, Strategy, Stakeholder Management, Business Transformation, Management Consulting, Data Analysis
Education
Clemson University 1999 — 2001
MBA, Marketing Research and Technology Management
Clemson University 1994 — 1998
BS, Electrical Engineering
Quorum Federal Credit Union September 2013 - Present
Quorum Federal Credit Union February 2013 - September 2013
UBS Investment Bank 2011 - February 2013
UBS Investment Bank 2009 - 2011
UBS 2008 - 2010
UBS 2006 - 2008
UBS 2005 - 2006
MetLife Financial Services 2004 - 2004
General Electric 2003 - 2003
GE Supply 2001 - 2003
Skills
project management, Process Improvement, Six Sigma, Program Management, Change Management, Business Analysis, Offshoring, Business Process..., Operational Excellence, PMO, Process Excellence, Financial Services, Investment Banking, Project Management, Requirements Analysis, Business Process Mapping, Business Intelligence, Software Project..., SharePoint, Training, Leadership, Governance, Data Warehousing, Business Process..., IT Strategy, Strategy, Stakeholder Management, Business Transformation, Management Consulting, Data Analysis
Education
Clemson University 1999 — 2001
MBA, Marketing Research and Technology Management
Clemson University 1994 — 1998
BS, Electrical Engineering
Steve Kuhmichel Steve Kuhmichel's UBS Investment Bank Experience June 2012 - August 2012
Job Investment Banking Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
Citi August 2013 - August 2014
Rice Graduate School of Business July 2011 - July 2013
UBS Investment Bank June 2012 - August 2012
BP June 2007 - June 2011
Education
Rice University - Jesse H. Jones Graduate School of Business 2011 — 2013
Master of Business Administration (MBA), Finance
Colorado School of Mines 2002 — 2007
Engineering-Mechanical, Economics, Engineering, Economics
J.P. Morgan August 2014 - Present
Citi August 2013 - August 2014
Rice Graduate School of Business July 2011 - July 2013
UBS Investment Bank June 2012 - August 2012
BP June 2007 - June 2011
Education
Rice University - Jesse H. Jones Graduate School of Business 2011 — 2013
Master of Business Administration (MBA), Finance
Colorado School of Mines 2002 — 2007
Engineering-Mechanical, Economics, Engineering, Economics
Fazia Merhai Fazia Merhai's UBS Investment Bank Experience February 2001 - June 2005
Job Executive Assistant at Coburn Ventures
Industry Banking
Experience
Coburn Ventures Executive AssistantCoburn VenturesJune 2005 - Present
UBS Investment Bank February 2001 - June 2005
Education
City University of New York-Hunter College
Coburn Ventures Executive AssistantCoburn VenturesJune 2005 - Present
UBS Investment Bank February 2001 - June 2005
Education
City University of New York-Hunter College
Frederick Post, CFA Frederick Post, CFA's UBS Investment Bank Experience 1983 - 2000
Job Global Head Cash Securities & FX Settlements Technology at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets March 2014 - Present
RBC Capital Markets September 2010 - March 2014
RBC Capital Markets 2009 - October 2010
Arc Partners, Inc. 2000 - 2010
UBS Investment Bank 1983 - 2000
Skills
BPO, Management Consulting, IT Strategy, Capital Markets, Derivatives, Financial Services, Fixed Income, Management, PMO, Back Office, Strategy, Governance, Equities, FX Options, Business Process, Financial Risk, Cross-functional Team..., Business Analysis
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
MBA, Finance
Columbia Engineering 1979 — 1983
BS, Operations Research
RBC Capital Markets March 2014 - Present
RBC Capital Markets September 2010 - March 2014
RBC Capital Markets 2009 - October 2010
Arc Partners, Inc. 2000 - 2010
UBS Investment Bank 1983 - 2000
Skills
BPO, Management Consulting, IT Strategy, Capital Markets, Derivatives, Financial Services, Fixed Income, Management, PMO, Back Office, Strategy, Governance, Equities, FX Options, Business Process, Financial Risk, Cross-functional Team..., Business Analysis
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
MBA, Finance
Columbia Engineering 1979 — 1983
BS, Operations Research
Pierce Lord, CFA Pierce Lord, CFA's UBS Investment Bank Experience 2002 - 2003
Job BVAL Business Manager (Municipal Bonds)
Industry Financial Services
Experience
Bloomberg LP May 2015 - Present
Bloomberg LP October 2013 - April 2015
Bloomberg LP August 2010 - October 2013
Lord Capital Management LLC April 2006 - September 2010
Drake Management June 2003 - March 2005
UBS Investment Bank 2002 - 2003
Skills
Fixed Income, Municipal Bonds, High Yield Bonds, Convertible Bonds, Financial Modeling, Chartered Financial..., Series 63, Convertible Arbitrage, Equity Trading, Credit Analysis, Equity Research, Bloomberg, Equity Derivatives, Portfolio Management, Equities
Education
Colgate University 1998 — 2002
Bachelor's degree, Economics and Mathematics
Mercersburg Academy 1994 — 1998
9-12
Bloomberg LP May 2015 - Present
Bloomberg LP October 2013 - April 2015
Bloomberg LP August 2010 - October 2013
Lord Capital Management LLC April 2006 - September 2010
Drake Management June 2003 - March 2005
UBS Investment Bank 2002 - 2003
Skills
Fixed Income, Municipal Bonds, High Yield Bonds, Convertible Bonds, Financial Modeling, Chartered Financial..., Series 63, Convertible Arbitrage, Equity Trading, Credit Analysis, Equity Research, Bloomberg, Equity Derivatives, Portfolio Management, Equities
Education
Colgate University 1998 — 2002
Bachelor's degree, Economics and Mathematics
Mercersburg Academy 1994 — 1998
9-12
Deeksha Iyer Deeksha Iyer's UBS Investment Bank Experience July 2015 - Present
Job Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2015 - Present
UBS Investment Bank June 2014 - August 2014
Colby College September 2013 - December 2013
Marsh July 2013 - August 2013
Colby College January 2013 - January 2013
Citibank India July 2012 - August 2012
Vanderlande Industries January 2012 - January 2012
Apollo Munich Health Insurance Company Ltd. August 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Public Speaking, Event Planning, Customer Service, Data Analysis, Public Relations, Teaching, Stata
Education
Colby College 2011 — 2015
Economics-Mathematics: Financial Markets Concentration
The British School, New Delhi 2007 — 2011
International Baccalaureate and IGCSE
Sanskriti School
Sanskriti School
UBS Investment Bank July 2015 - Present
UBS Investment Bank June 2014 - August 2014
Colby College September 2013 - December 2013
Marsh July 2013 - August 2013
Colby College January 2013 - January 2013
Citibank India July 2012 - August 2012
Vanderlande Industries January 2012 - January 2012
Apollo Munich Health Insurance Company Ltd. August 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Public Speaking, Event Planning, Customer Service, Data Analysis, Public Relations, Teaching, Stata
Education
Colby College 2011 — 2015
Economics-Mathematics: Financial Markets Concentration
The British School, New Delhi 2007 — 2011
International Baccalaureate and IGCSE
Sanskriti School
Sanskriti School
Andrew G.B. Heath's UBS Investment Bank Experience December 2013 - September 2014
Job Associate at Commerzbank AG
Industry Financial Services
Experience
Commerzbank AG September 2014 - Present
UBS Investment Bank December 2013 - September 2014
UBS AG September 2011 - November 2013
McMillan, Constabile, Maker & Perone, LLP December 2010 - November 2013
Law Offices of David P. Seaman March 2011 - September 2011
Law Offices of David P. Seaman October 2008 - May 2009
Banks Shapiro Gettinger & Waldinger, LLP May 2007 - July 2007
Skills
Information Barriers, Monitoring &..., Wills, Trusts, Non-profits, FINRA, Estate Law, Nonprofits, Estate Planning, Arbitration, Mediation, Commercial Litigation, Courts, Research
Education
Charleston School of Law 2005 — 2008
J.D.
College of Charleston 2000 — 2005
B.A., Philosophy, Music
Millbrook School 1996 — 2000
Rippowam Cisqua School 1988 — 1996
Commerzbank AG September 2014 - Present
UBS Investment Bank December 2013 - September 2014
UBS AG September 2011 - November 2013
McMillan, Constabile, Maker & Perone, LLP December 2010 - November 2013
Law Offices of David P. Seaman March 2011 - September 2011
Law Offices of David P. Seaman October 2008 - May 2009
Banks Shapiro Gettinger & Waldinger, LLP May 2007 - July 2007
Skills
Information Barriers, Monitoring &..., Wills, Trusts, Non-profits, FINRA, Estate Law, Nonprofits, Estate Planning, Arbitration, Mediation, Commercial Litigation, Courts, Research
Education
Charleston School of Law 2005 — 2008
J.D.
College of Charleston 2000 — 2005
B.A., Philosophy, Music
Millbrook School 1996 — 2000
Rippowam Cisqua School 1988 — 1996
Christopher (Kit) Norris Christopher (Kit) Norris's UBS Investment Bank Experience May 2012 - August 2012
Job Investment Banking Analyst at Bank of America
Industry Financial Services
Experience
Bank of America April 2014 - Present
WoodRock & Co. May 2013 - March 2014
UBS Investment Bank May 2012 - August 2012
Colgate University January 2010 - May 2012
Mahler & Emerson June 2010 - August 2011
The Island School January 2010 - January 2011
The Colgate 13 January 2010 - January 2011
Skills
Research, Mergers & Acquisitions, Analysis, Financial Modeling, Investment Banking, Finance, Negotiation, PowerPoint, Microsoft Excel, Microsoft Office, Data Analysis, Economics, Financial Analysis
Education
Colgate University 2009 — 2013
Bachelor of Arts, Environmental Biology, Magna Cum Laude
The Shipley School 1995 — 2009
Bank of America April 2014 - Present
WoodRock & Co. May 2013 - March 2014
UBS Investment Bank May 2012 - August 2012
Colgate University January 2010 - May 2012
Mahler & Emerson June 2010 - August 2011
The Island School January 2010 - January 2011
The Colgate 13 January 2010 - January 2011
Skills
Research, Mergers & Acquisitions, Analysis, Financial Modeling, Investment Banking, Finance, Negotiation, PowerPoint, Microsoft Excel, Microsoft Office, Data Analysis, Economics, Financial Analysis
Education
Colgate University 2009 — 2013
Bachelor of Arts, Environmental Biology, Magna Cum Laude
The Shipley School 1995 — 2009
Fraser Wright Fraser Wright's UBS Investment Bank Experience July 2014 - Present
Job Equity Research Associate at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2014 - Present
PricewaterhouseCoopers September 2012 - June 2014
Deb's Shops II, Inc. September 2006 - December 2011
Skills
Accounting, Financial Analysis, Microsoft Office, Microsoft Excel, Financial Reporting, Financial Accounting, Auditing, US GAAP, Microsoft Word, Finance
Education
Northeastern University 2011 — 2012
Master of Science (MS), Accounting and Business/Management
College of the Holy Cross 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
UBS Investment Bank July 2014 - Present
PricewaterhouseCoopers September 2012 - June 2014
Deb's Shops II, Inc. September 2006 - December 2011
Skills
Accounting, Financial Analysis, Microsoft Office, Microsoft Excel, Financial Reporting, Financial Accounting, Auditing, US GAAP, Microsoft Word, Finance
Education
Northeastern University 2011 — 2012
Master of Science (MS), Accounting and Business/Management
College of the Holy Cross 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Matthew Delaney Matthew Delaney's UBS Investment Bank Experience August 2013 - August 2014
Job Associate Wealth Advisor at CliftonLarsonAllen Wealth Advisors
Industry Financial Services
Experience
CliftonLarsonAllen Wealth Advisors September 2014 - Present
UBS Investment Bank August 2013 - August 2014
UBS Wealth Management June 2012 - August 2012
Golden Pond Wealth Management January 2012 - February 2012
Skills
Economics, Statistics, Quantitative Finance, Entrepreneurship, Game Theory, Finance, Start-ups, Regression Analysis, Microeconomics, Macroeconomics, Social Media, Research, Microsoft Excel, PowerPoint, Financial Analysis
Education
Colby College 2009 — 2013
Bachelor's Degree, Economics-Mathematics
Deerfield Academy 2004 — 2008
Diploma 2008
CliftonLarsonAllen Wealth Advisors September 2014 - Present
UBS Investment Bank August 2013 - August 2014
UBS Wealth Management June 2012 - August 2012
Golden Pond Wealth Management January 2012 - February 2012
Skills
Economics, Statistics, Quantitative Finance, Entrepreneurship, Game Theory, Finance, Start-ups, Regression Analysis, Microeconomics, Macroeconomics, Social Media, Research, Microsoft Excel, PowerPoint, Financial Analysis
Education
Colby College 2009 — 2013
Bachelor's Degree, Economics-Mathematics
Deerfield Academy 2004 — 2008
Diploma 2008
Colleen Schohl's UBS Investment Bank Experience August 2011 - December 2012
Job Finance Manager at Time Inc.
Industry Publishing
Experience
Time Inc. July 2015 - Present
Time Inc. November 2013 - July 2015
Time Inc. January 2013 - October 2013
UBS Investment Bank August 2011 - December 2012
Income Research & Management May 2011 - August 2011
Rolls-Royce May 2010 - August 2010
Rolls-Royce Crosspointe May 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Leadership, Equity Research, Equities, Management, Microsoft Excel, Capital Markets, Finance, Program Management, Analysis, General Ledger, PowerPoint, Portfolio Management, Product Management, Fixed Income
Education
Coastal Carolina University 2007 — 2011
Bachelor of Science in Business Administration, Finance, Mathematics, 3.953
Coastal Carolina University 2007 — 2011
Time Inc. July 2015 - Present
Time Inc. November 2013 - July 2015
Time Inc. January 2013 - October 2013
UBS Investment Bank August 2011 - December 2012
Income Research & Management May 2011 - August 2011
Rolls-Royce May 2010 - August 2010
Rolls-Royce Crosspointe May 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Leadership, Equity Research, Equities, Management, Microsoft Excel, Capital Markets, Finance, Program Management, Analysis, General Ledger, PowerPoint, Portfolio Management, Product Management, Fixed Income
Education
Coastal Carolina University 2007 — 2011
Bachelor of Science in Business Administration, Finance, Mathematics, 3.953
Coastal Carolina University 2007 — 2011
Rodrigo Musiello's UBS Investment Bank Experience May 2003 - August 2003
Job President Latin America & Executive Vice President at Burger King Corporation
Industry Restaurants
Experience
Burger King Corporation May 2015 - Present
Burger King Corporation March 2012 - May 2015
DASA April 2009 - March 2012
GE Healthcare March 2007 - April 2009
GE Healthcare October 2005 - March 2007
GE Healthcare July 2004 - October 2005
UBS Investment Bank May 2003 - August 2003
InvestShop (now part of Unibanco) March 1999 - July 2002
Banco Bozano Simonsen July 1997 - March 1999
Skills
Management, Strategic Planning, Business Strategy, Strategy, Business Planning, Management Consulting, Business Development, Product Management, Leadership, Team Leadership
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA
Claremont McKenna College 1993 — 1997
Bachelors
Burger King Corporation May 2015 - Present
Burger King Corporation March 2012 - May 2015
DASA April 2009 - March 2012
GE Healthcare March 2007 - April 2009
GE Healthcare October 2005 - March 2007
GE Healthcare July 2004 - October 2005
UBS Investment Bank May 2003 - August 2003
InvestShop (now part of Unibanco) March 1999 - July 2002
Banco Bozano Simonsen July 1997 - March 1999
Skills
Management, Strategic Planning, Business Strategy, Strategy, Business Planning, Management Consulting, Business Development, Product Management, Leadership, Team Leadership
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA
Claremont McKenna College 1993 — 1997
Bachelors
Ted Theisen's UBS Investment Bank Experience August 2007 - February 2008
Job
Industry Financial Services
Experience
UBS April 2008 - October 2012
UBS Investment Bank August 2007 - February 2008
UnitedHealth Group August 2006 - December 2006
Merrill Lynch April 1999 - February 2002
Education
New York University - Leonard N. Stern School of Business 1980 — 1981
MBA
Colgate University 1966 — 1970
BA
UBS April 2008 - October 2012
UBS Investment Bank August 2007 - February 2008
UnitedHealth Group August 2006 - December 2006
Merrill Lynch April 1999 - February 2002
Education
New York University - Leonard N. Stern School of Business 1980 — 1981
MBA
Colgate University 1966 — 1970
BA
Karen Waldman's UBS Investment Bank Experience January 1998 - August 2002
Job
Industry Financial Services
Experience
Chicago Trading Company October 2007 - Present
NYSE Euronext August 2002 - October 2007
UBS Investment Bank January 1998 - August 2002
Skills
Quality Assurance, Market Data, Trading Systems, SDLC, Electronic Trading, Agile Methodologies, Derivatives, Unix, Equities, Options, Software Development
Education
Cleveland State University 1992 — 1994
M.B.A., Finance
Lake Forest College 1984 — 1988
B.A., Business
Chicago Trading Company October 2007 - Present
NYSE Euronext August 2002 - October 2007
UBS Investment Bank January 1998 - August 2002
Skills
Quality Assurance, Market Data, Trading Systems, SDLC, Electronic Trading, Agile Methodologies, Derivatives, Unix, Equities, Options, Software Development
Education
Cleveland State University 1992 — 1994
M.B.A., Finance
Lake Forest College 1984 — 1988
B.A., Business
Girish Kaimal's UBS Investment Bank Experience April 2014 - September 2014
Job
Industry Financial Services
Experience
Wells Fargo Securities October 2014 - Present
UBS Investment Bank April 2014 - September 2014
JPMorgan Chase April 2013 - March 2014
UBS Investment Bank February 2006 - April 2013
Northern Natural Gas August 2000 - February 2006
EDS December 1997 - August 2000
Siemens Public Telecommunication Networks Limited October 1994 - February 1997
Siemens Communication Software 1994 - 1997
Skills
Software Project..., Integration, SDLC, Design Patterns, Unix, Architecture, Enterprise Architecture, IT Strategy, Trading Systems, Agile Methodologies, Architectures, Business Analysis, Software Development, Risk Management, Derivatives, Fixed Income, Equities, SOA
Education
University of Chicago 2010 — 2013
MS, Financial Mathematics
Rice University 1998 — 2000
MS, Computer Science
Cochin University of Science and Technology 1990 — 1994
B. Tech, Electronics Engineering
Wells Fargo Securities October 2014 - Present
UBS Investment Bank April 2014 - September 2014
JPMorgan Chase April 2013 - March 2014
UBS Investment Bank February 2006 - April 2013
Northern Natural Gas August 2000 - February 2006
EDS December 1997 - August 2000
Siemens Public Telecommunication Networks Limited October 1994 - February 1997
Siemens Communication Software 1994 - 1997
Skills
Software Project..., Integration, SDLC, Design Patterns, Unix, Architecture, Enterprise Architecture, IT Strategy, Trading Systems, Agile Methodologies, Architectures, Business Analysis, Software Development, Risk Management, Derivatives, Fixed Income, Equities, SOA
Education
University of Chicago 2010 — 2013
MS, Financial Mathematics
Rice University 1998 — 2000
MS, Computer Science
Cochin University of Science and Technology 1990 — 1994
B. Tech, Electronics Engineering
Cheryl Howcott's UBS Investment Bank Experience August 2007 - May 2009
Job Business Technology and Relationship Manager
Industry Information Technology and Services
Experience
UBS Investment Bank August 2007 - May 2009
Source Interlink Media (formerly Primedia, Inc.) December 1999 - January 2007
Reader's Digest June 1996 - April 1998
Reader's Digest December 1993 - June 1996
Education
Clark Atlanta University 1979 — 1983
BA, Business Administration, Marketing
UBS Investment Bank August 2007 - May 2009
Source Interlink Media (formerly Primedia, Inc.) December 1999 - January 2007
Reader's Digest June 1996 - April 1998
Reader's Digest December 1993 - June 1996
Education
Clark Atlanta University 1979 — 1983
BA, Business Administration, Marketing
Aravindan Ramkumar's UBS Investment Bank Experience June 2006 - December 2006
Job Principal Software Developer | Entrust Datacard
Industry Computer Software
Experience
Entrust Datacard August 2013 - Present
Perficient January 2007 - August 2013
UBS Investment Bank June 2006 - December 2006
Accenture Services Pvt Ltd July 2004 - May 2006
Skills
Hibernate, Java, jQuery, Spring, JavaScript, Struts, Web Services, MongoDB, MySQL, SOA, Groovy, Eclipse, Agile Methodologies, XML, JMS, REST, Application Architecture, WebSphere Application..., Websphere, Weblogic, JBoss Application Server, Maven, Ant, Java Enterprise Edition, JUnit, EAI, SOAP, Spring MVC, Oracle, Tomcat, EJB, JDBC, JSP, Flex, ESB, JSF, Spring Webflow, Spring Webservices, Spring Data MongoDB, YUI, HTML, HTML5, CSS, Struts2, WebSphere Process Server, WebSphere Message Broker, Eclipse Plugin..., AngularJS, Spring Framework
Education
Coimbatore Institute of Technology 2000 — 2004
B.E, Computer Science and Engineering
Entrust Datacard August 2013 - Present
Perficient January 2007 - August 2013
UBS Investment Bank June 2006 - December 2006
Accenture Services Pvt Ltd July 2004 - May 2006
Skills
Hibernate, Java, jQuery, Spring, JavaScript, Struts, Web Services, MongoDB, MySQL, SOA, Groovy, Eclipse, Agile Methodologies, XML, JMS, REST, Application Architecture, WebSphere Application..., Websphere, Weblogic, JBoss Application Server, Maven, Ant, Java Enterprise Edition, JUnit, EAI, SOAP, Spring MVC, Oracle, Tomcat, EJB, JDBC, JSP, Flex, ESB, JSF, Spring Webflow, Spring Webservices, Spring Data MongoDB, YUI, HTML, HTML5, CSS, Struts2, WebSphere Process Server, WebSphere Message Broker, Eclipse Plugin..., AngularJS, Spring Framework
Education
Coimbatore Institute of Technology 2000 — 2004
B.E, Computer Science and Engineering
Dan Kelsh's UBS Investment Bank Experience October 2009 - Present
Job Executive Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank October 2009 - Present
AlixPartners June 2008 - October 2009
Bear Stearns May 2006 - June 2008
Angelo, Gordon & Co. August 2002 - August 2005
J. P. Morgan Chase January 2001 - August 2002
Skills
Capital Markets, Corporate Finance, Leveraged Finance, Financial Modeling, Valuation, Securities, Investment Banking, Restructuring, Equities, Private Equity
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance & Economics
College of the Holy Cross 1996 — 2000
BA, Economics
Chaminade High School
UBS Investment Bank October 2009 - Present
AlixPartners June 2008 - October 2009
Bear Stearns May 2006 - June 2008
Angelo, Gordon & Co. August 2002 - August 2005
J. P. Morgan Chase January 2001 - August 2002
Skills
Capital Markets, Corporate Finance, Leveraged Finance, Financial Modeling, Valuation, Securities, Investment Banking, Restructuring, Equities, Private Equity
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance & Economics
College of the Holy Cross 1996 — 2000
BA, Economics
Chaminade High School
Viktorija Sugurova's UBS Investment Bank Experience 2006 - Present
Job Developer at UBS Investment Bank
Industry Computer Software
Experience
UBS Investment Bank 2006 - Present
Intelligent Search Technology 2002 - 2006
Education
The University of Chicago 2007 — 2011
MA, Financial Mathematics
Clark University 1998 — 2002
UBS Investment Bank 2006 - Present
Intelligent Search Technology 2002 - 2006
Education
The University of Chicago 2007 — 2011
MA, Financial Mathematics
Clark University 1998 — 2002
REMA RAVI SUBRAMANIAN's UBS Investment Bank Experience March 2001 - November 2012
Job Experienced QA Manager, Project manager, Business analyst
Industry Information Technology and Services
Experience
UBS Investment Bank March 2001 - November 2012
Reuters Americas March 1998 - January 2001
Wipro Systems December 1995 - October 1997
Complete Business Solutions Inc March 1994 - March 1995
Skills
Business Analysis, HTML, Microsoft Office, Project Management, Agile Methodologies, PL/SQL, Microsoft SQL Server, Oracle, Sybase, Unix, Linux, AUTOSYS, Unix Shell Scripting, Testing Tools, test, QTP, WinRunner 7.0, System Testing, Manual Testing, User Acceptance Testing, Regression Testing, Usability Testing, Performance Testing, Unit Testing, Requirements Analysis, Requirements Gathering, Business Requirements, Production Support, Release Management, Release Notes, Stocks, Futures, Swaps, ETF, End User Training, Resource Management, Offshore Management, Cron, PowerPoint, Microsoft Word, Microsoft Excel, Software Quality..., Test Data, Quality Center
Education
IIT MADRAS 1992 — 1994
Master of Science (MS), Ocean Engineering
College of Engineering, Trivandrum 1989 — 1991
Bachelor of Technology (B.Tech.), Civil Engineering
UBS Investment Bank March 2001 - November 2012
Reuters Americas March 1998 - January 2001
Wipro Systems December 1995 - October 1997
Complete Business Solutions Inc March 1994 - March 1995
Skills
Business Analysis, HTML, Microsoft Office, Project Management, Agile Methodologies, PL/SQL, Microsoft SQL Server, Oracle, Sybase, Unix, Linux, AUTOSYS, Unix Shell Scripting, Testing Tools, test, QTP, WinRunner 7.0, System Testing, Manual Testing, User Acceptance Testing, Regression Testing, Usability Testing, Performance Testing, Unit Testing, Requirements Analysis, Requirements Gathering, Business Requirements, Production Support, Release Management, Release Notes, Stocks, Futures, Swaps, ETF, End User Training, Resource Management, Offshore Management, Cron, PowerPoint, Microsoft Word, Microsoft Excel, Software Quality..., Test Data, Quality Center
Education
IIT MADRAS 1992 — 1994
Master of Science (MS), Ocean Engineering
College of Engineering, Trivandrum 1989 — 1991
Bachelor of Technology (B.Tech.), Civil Engineering
Evan Riley, CFA's UBS Investment Bank Experience June 2013 - Present
Job Director, Equity Capital Markets at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank June 2013 - Present
UBS July 2011 - Present
UBS Financial Services July 2008 - July 2011
UBS July 2006 - July 2008
Education
Colgate University 2002 — 2006
BA, Economics
UBS Investment Bank June 2013 - Present
UBS July 2011 - Present
UBS Financial Services July 2008 - July 2011
UBS July 2006 - July 2008
Education
Colgate University 2002 — 2006
BA, Economics
Travis Jordan's UBS Investment Bank Experience June 2003 - August 2003
Job Director of Operations
Industry Investment Management
Experience
Meritage Group LP January 2011 - Present
Renaissance Technologies LLC April 2008 - January 2011
Deutsche Bank July 2004 - April 2008
UBS Investment Bank June 2003 - August 2003
Skills
Fixed Income, Equities, Derivatives, Alternative Investments, Capital Markets, Hedge Funds, Prime Brokerage, Asset Management, Fund Of Funds, Securities, Options, Investments, Bloomberg, Portfolio Management, Investment Banking, Private Equity, Equity Derivatives
Education
Cornell University - S.C. Johnson Graduate School of Management 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
Colorado College 1989 — 1993
Bachelor’s Degree, History
Meritage Group LP January 2011 - Present
Renaissance Technologies LLC April 2008 - January 2011
Deutsche Bank July 2004 - April 2008
UBS Investment Bank June 2003 - August 2003
Skills
Fixed Income, Equities, Derivatives, Alternative Investments, Capital Markets, Hedge Funds, Prime Brokerage, Asset Management, Fund Of Funds, Securities, Options, Investments, Bloomberg, Portfolio Management, Investment Banking, Private Equity, Equity Derivatives
Education
Cornell University - S.C. Johnson Graduate School of Management 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
Colorado College 1989 — 1993
Bachelor’s Degree, History
Robert Balsamo's UBS Investment Bank Experience January 2015 - Present
Job Director, Research MLPs at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank January 2015 - Present
UBS Investment Bank June 2013 - January 2015
Global Hunter Securities October 2012 - May 2013
Global Hunter Securities May 2010 - October 2012
Franklin Credit Management 2003 - 2007
Skills
Valuation, Equity Research, Financial Modeling, Capital Markets, Investment Banking, Bonds, Bloomberg, Corporate Finance, Equities, Finance, Financial Analysis, Fixed Income, Private Equity, Portfolio Management
Education
Tulane University - A.B. Freeman School of Business 2008 — 2010
MBA, Finance
Colgate University 1998 — 2002
UBS Investment Bank January 2015 - Present
UBS Investment Bank June 2013 - January 2015
Global Hunter Securities October 2012 - May 2013
Global Hunter Securities May 2010 - October 2012
Franklin Credit Management 2003 - 2007
Skills
Valuation, Equity Research, Financial Modeling, Capital Markets, Investment Banking, Bonds, Bloomberg, Corporate Finance, Equities, Finance, Financial Analysis, Fixed Income, Private Equity, Portfolio Management
Education
Tulane University - A.B. Freeman School of Business 2008 — 2010
MBA, Finance
Colgate University 1998 — 2002
Jennifer Oliva, MBA's UBS Investment Bank Experience 2000 - 2000
Job Vice President at Seven Point Equity Partners
Industry Consumer Services
Experience
Seven Point Equity Partners April 2015 - Present
Waste Management January 2009 - April 2015
Tamarack Energy (start-up company owned by Haley & Aldrich) January 2007 - March 2008
Clayton April 2005 - December 2006
Spa Capital 2003 - 2004
Spa Capital 2001 - 2003
UBS Investment Bank 2000 - 2000
University of Massachusetts Amherst 1997 - 1998
Skills
Strategic Financial..., Management, Financial Analysis, Operations Management, Financial Modeling, DCF Valuation, Operating Budgets, Performance Metrics, Headcount Reporting, Business Analysis, Data Analysis, M&A experience, Business Valuation, Due Diligence, Project Finance, IRR, Marketing, Cross-functional Team..., Microsoft Excel, PowerPoint, Company Presentations, Contract Negotiation, Strategic Planning, Forecasting, Budgets, Mergers & Acquisitions, Analysis, Financial Reporting, Process Improvement, Financial Planning
Education
The University of Connecticut School of Business 1999 — 2001
MBA, Finance and Marketing, 4.0 GPA
Colgate University 1992 — 1996
B.A., Psychology
Seven Point Equity Partners April 2015 - Present
Waste Management January 2009 - April 2015
Tamarack Energy (start-up company owned by Haley & Aldrich) January 2007 - March 2008
Clayton April 2005 - December 2006
Spa Capital 2003 - 2004
Spa Capital 2001 - 2003
UBS Investment Bank 2000 - 2000
University of Massachusetts Amherst 1997 - 1998
Skills
Strategic Financial..., Management, Financial Analysis, Operations Management, Financial Modeling, DCF Valuation, Operating Budgets, Performance Metrics, Headcount Reporting, Business Analysis, Data Analysis, M&A experience, Business Valuation, Due Diligence, Project Finance, IRR, Marketing, Cross-functional Team..., Microsoft Excel, PowerPoint, Company Presentations, Contract Negotiation, Strategic Planning, Forecasting, Budgets, Mergers & Acquisitions, Analysis, Financial Reporting, Process Improvement, Financial Planning
Education
The University of Connecticut School of Business 1999 — 2001
MBA, Finance and Marketing, 4.0 GPA
Colgate University 1992 — 1996
B.A., Psychology
Rory Keenan's UBS Investment Bank Experience 2006 - 2008
Job SVP at Jefferies & Company
Industry Banking
Experience
Jefferies & Company 2009 - Present
UBS Investment Bank 2006 - 2008
Peter J. Solomon Company 2001 - 2005
Prudential Securities 1996 - 2001
Skills
Valuation, Investment Banking, Equities, Financial Modeling, Restructuring, Corporate Finance, Fixed Income, Alternative Investments, LBO, Private Equity, Securities, Hedge Funds, Leveraged Finance, Private Placements, Capital Markets, Due Diligence
Education
College of the Holy Cross 1988 — 1992
Jefferies & Company 2009 - Present
UBS Investment Bank 2006 - 2008
Peter J. Solomon Company 2001 - 2005
Prudential Securities 1996 - 2001
Skills
Valuation, Investment Banking, Equities, Financial Modeling, Restructuring, Corporate Finance, Fixed Income, Alternative Investments, LBO, Private Equity, Securities, Hedge Funds, Leveraged Finance, Private Placements, Capital Markets, Due Diligence
Education
College of the Holy Cross 1988 — 1992
Amaury Larancuent's UBS Investment Bank Experience December 2009 - April 2010
Job IT EM Development at Barclays Capital (AVP)
Industry Financial Services
Experience
Barclays Capital April 2010 - Present
UBS Investment Bank December 2009 - April 2010
Societe Generale July 2008 - February 2009
Societe Generale Corporate and Investment Banking August 2006 - June 2008
Tiger Management January 2005 - August 2006
Skills
Trading Systems, Derivatives
Education
City University of New York-Hunter College 2003 — 2007
Masters of Arts, Economics
Barclays Capital April 2010 - Present
UBS Investment Bank December 2009 - April 2010
Societe Generale July 2008 - February 2009
Societe Generale Corporate and Investment Banking August 2006 - June 2008
Tiger Management January 2005 - August 2006
Skills
Trading Systems, Derivatives
Education
City University of New York-Hunter College 2003 — 2007
Masters of Arts, Economics
Ernest Bervell Mensah's UBS Investment Bank Experience June 2005 - August 2005
Job CapMkt Tech Project Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Kaplan Educational Foundation December 2014 - Present
Bank of America Merrill Lynch September 2011 - Present
Girls Quest July 2010 - Present
Goldman Sachs July 2006 - September 2011
UBS Investment Bank June 2005 - August 2005
Nationwide Insurance June 2004 - August 2004
Skills
Business Analysis, Fixed Income, Equities, Investment Banking, Capital Markets, Project Management, SDLC
Education
Claflin University 2002 — 2006
Bachelors, Management Information Systems
Cambridge International College 2002 — 2003
International Diploma, Business Management /Administration
Kaplan Educational Foundation December 2014 - Present
Bank of America Merrill Lynch September 2011 - Present
Girls Quest July 2010 - Present
Goldman Sachs July 2006 - September 2011
UBS Investment Bank June 2005 - August 2005
Nationwide Insurance June 2004 - August 2004
Skills
Business Analysis, Fixed Income, Equities, Investment Banking, Capital Markets, Project Management, SDLC
Education
Claflin University 2002 — 2006
Bachelors, Management Information Systems
Cambridge International College 2002 — 2003
International Diploma, Business Management /Administration
Douglas Frisina's UBS Investment Bank Experience May 2007 - July 2013
Job Client Relations at DW Partners, LP
Industry Investment Management
Experience
DW Partners, LP March 2015 - Present
Bank of America / Merrill Lynch December 2013 - March 2015
Bank of America / Merrill Lynch July 2013 - March 2015
UBS Investment Bank May 2007 - July 2013
Lehman Brothers 2002 - 2007
Education
College of the Holy Cross 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government
DW Partners, LP March 2015 - Present
Bank of America / Merrill Lynch December 2013 - March 2015
Bank of America / Merrill Lynch July 2013 - March 2015
UBS Investment Bank May 2007 - July 2013
Lehman Brothers 2002 - 2007
Education
College of the Holy Cross 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government
Ashish Achlerkar's UBS Investment Bank Experience July 2011 - August 2011
Job Investment Banker (Mergers & Acquisitions) at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2012 - Present
The University of Chicago - Booth School of Business September 2010 - July 2012
UBS Investment Bank July 2011 - August 2011
MCA Solutions March 2009 - August 2010
MCA Solutions August 2005 - February 2009
MCA Solutions Inc August 2004 - August 2005
Bajaj Auto Ltd 2000 - 2002
Skills
Product Management, Business Analysis, Business Strategy, Financial Modeling, Strategy, Cross-functional Team..., Product Development, Program Management, Business Intelligence, Project Management, Supply Chain Management, Business Development, Mergers & Acquisitions, Analytics, Strategic Planning, Management Consulting, CRM, Data Analysis, Valuation
Education
The University of Chicago- Booth School of Business 2010 — 2012
MBA, Economics, Finance and Entrepreneurship
University of Arkansas at Fayetteville 2002 — 2003
MS, Operations Research
College of Engineering Pune
Pravara Public School
Wells Fargo Securities July 2012 - Present
The University of Chicago - Booth School of Business September 2010 - July 2012
UBS Investment Bank July 2011 - August 2011
MCA Solutions March 2009 - August 2010
MCA Solutions August 2005 - February 2009
MCA Solutions Inc August 2004 - August 2005
Bajaj Auto Ltd 2000 - 2002
Skills
Product Management, Business Analysis, Business Strategy, Financial Modeling, Strategy, Cross-functional Team..., Product Development, Program Management, Business Intelligence, Project Management, Supply Chain Management, Business Development, Mergers & Acquisitions, Analytics, Strategic Planning, Management Consulting, CRM, Data Analysis, Valuation
Education
The University of Chicago- Booth School of Business 2010 — 2012
MBA, Economics, Finance and Entrepreneurship
University of Arkansas at Fayetteville 2002 — 2003
MS, Operations Research
College of Engineering Pune
Pravara Public School
Lina Sliazas's UBS Investment Bank Experience July 2005 - December 2009
Job Sr. Administrative Assistant at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC August 2009 - Present
UBS Investment Bank July 2005 - December 2009
Citigroup January 1999 - May 2005
Skills
Microsoft Office
Education
Columbia College Chicago
BA, Arts, Entertainment, & Media Management
Privates Litauisches Gymnasium
Jefferies LLC August 2009 - Present
UBS Investment Bank July 2005 - December 2009
Citigroup January 1999 - May 2005
Skills
Microsoft Office
Education
Columbia College Chicago
BA, Arts, Entertainment, & Media Management
Privates Litauisches Gymnasium
Zachary Shull's UBS Investment Bank Experience September 2011 - May 2013
Job Vice President at NorthStar Realty Finance Corp.
Industry Real Estate
Experience
NorthStar Realty Finance Corp. June 2013 - Present
UBS Investment Bank September 2011 - May 2013
Pyramid Hotel Group June 2004 - July 2009
Skills
Due Diligence, Valuation, Financial Modeling, Financial Analysis, Private Equity, Real Estate Private..., Corporate Finance, Investment Banking, Real Estate Economics, Business Strategy, Asset Managment, Investments, Asset Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2011
Master of Business Administration, Finance and New Ventures
Colby College 1999 — 2003
BA, Economics
NorthStar Realty Finance Corp. June 2013 - Present
UBS Investment Bank September 2011 - May 2013
Pyramid Hotel Group June 2004 - July 2009
Skills
Due Diligence, Valuation, Financial Modeling, Financial Analysis, Private Equity, Real Estate Private..., Corporate Finance, Investment Banking, Real Estate Economics, Business Strategy, Asset Managment, Investments, Asset Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2011
Master of Business Administration, Finance and New Ventures
Colby College 1999 — 2003
BA, Economics
Alexander Robertson's UBS Investment Bank Experience May 2006 - July 2008
Job Web Design / Digital Marketing / Social Media PR
Industry Information Technology and Services
Experience
Alexander Winfield July 2008 - Present
The Cleveland Social Exchange December 2013 - December 2014
UBS Investment Bank May 2006 - July 2008
Columbia University December 2003 - May 2006
Sports Illustrated May 2005 - August 2005
Time Inc. May 2004 - August 2004
Skills
Release Management, Corporate Branding, Programming, Management Consulting, Web Design, Graphic Design, Analysis, Entrepreneurship, Testing, Consulting, Sales, Project Management, Change Management, Business Development, Business Analysis, Agile Methodologies, Web Applications, Social Media, Strategic Planning, Marketing, Public Speaking
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2002 — 2006
Bachelors of Science, Computer Engineering
University School 1998 — 2002
High School Diploma
Alexander Winfield July 2008 - Present
The Cleveland Social Exchange December 2013 - December 2014
UBS Investment Bank May 2006 - July 2008
Columbia University December 2003 - May 2006
Sports Illustrated May 2005 - August 2005
Time Inc. May 2004 - August 2004
Skills
Release Management, Corporate Branding, Programming, Management Consulting, Web Design, Graphic Design, Analysis, Entrepreneurship, Testing, Consulting, Sales, Project Management, Change Management, Business Development, Business Analysis, Agile Methodologies, Web Applications, Social Media, Strategic Planning, Marketing, Public Speaking
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2002 — 2006
Bachelors of Science, Computer Engineering
University School 1998 — 2002
High School Diploma
Danielle Powers's UBS Investment Bank Experience January 2010 - Present
Job Director, Marketing Execution at UBS Investment Bank
Industry Marketing and Advertising
Experience
UBS Investment Bank January 2010 - Present
UBS Investment Bank August 2006 - January 2010
UBS Investment Bank March 2003 - August 2006
UBS Investment Bank September 2000 - March 2003
Skills
Event Management, Marketing Communications, Strategic Planning, Fixed Income, Investment Banking, Digital Marketing, Corporate Communications, Market Research, Marketing, Marketing Strategy, Strategic Communications, CRM, Brand Management, Advertising, Management, Strategy
Education
Colgate University
Bachelor of Arts, Art & Art History
UBS Investment Bank January 2010 - Present
UBS Investment Bank August 2006 - January 2010
UBS Investment Bank March 2003 - August 2006
UBS Investment Bank September 2000 - March 2003
Skills
Event Management, Marketing Communications, Strategic Planning, Fixed Income, Investment Banking, Digital Marketing, Corporate Communications, Market Research, Marketing, Marketing Strategy, Strategic Communications, CRM, Brand Management, Advertising, Management, Strategy
Education
Colgate University
Bachelor of Arts, Art & Art History
Carrie Liu's UBS Investment Bank Experience January 2010 - July 2014
Job Capital Adequacy Senior Analyst at GE Capital
Industry Banking
Experience
GE Capital August 2014 - Present
UBS Investment Bank January 2010 - July 2014
UBS Investment Bank July 2006 - January 2010
Skills
Derivatives, Bloomberg, Fixed Income, Investment Banking, Prime Brokerage, Equities, Capital Markets, Trading Systems, Middle Office, VBA
Education
Clark University 2004 — 2006
Master of Science (M.S.), Finance, General
Xi'an Jiaotong University
Bachelor's Degree
GE Capital August 2014 - Present
UBS Investment Bank January 2010 - July 2014
UBS Investment Bank July 2006 - January 2010
Skills
Derivatives, Bloomberg, Fixed Income, Investment Banking, Prime Brokerage, Equities, Capital Markets, Trading Systems, Middle Office, VBA
Education
Clark University 2004 — 2006
Master of Science (M.S.), Finance, General
Xi'an Jiaotong University
Bachelor's Degree
Will Schramme's UBS Investment Bank Experience July 2001 - January 2004
Job Managing Director at Sowell & Co.
Industry Financial Services
Experience
Sowell & Co. September 2011 - Present
Sowell & Co. August 2008 - September 2011
Spectrum Equity Investors February 2004 - May 2006
UBS Investment Bank July 2001 - January 2004
UBS Investment Bank July 1999 - June 2001
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2008
MBA
Clemson University 1995 — 1999
Sowell & Co. September 2011 - Present
Sowell & Co. August 2008 - September 2011
Spectrum Equity Investors February 2004 - May 2006
UBS Investment Bank July 2001 - January 2004
UBS Investment Bank July 1999 - June 2001
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2008
MBA
Clemson University 1995 — 1999
Dinesh Samtani's UBS Investment Bank Experience December 2009 - Present
Job Consultant IT / Operations at UBS Investment Bank
Industry Capital Markets
Experience
UBS Investment Bank December 2009 - Present
ABN AMRO June 1993 - October 2009
HSBC June 1990 - May 1993
Skills
Fixed Income, Equities, Securities, Account Reconciliation, Middle Office, Trading Systems, Bloomberg, Derivatives, Collateral Management, Capital Markets, Settlement, Trading, Financial Risk, Quantitative Analytics, Investment Banking, Financial Markets, Securities Lending, Back Office, Bonds, Analysis, Currency
Education
City University of New York-Hunter College
Economics
UBS Investment Bank December 2009 - Present
ABN AMRO June 1993 - October 2009
HSBC June 1990 - May 1993
Skills
Fixed Income, Equities, Securities, Account Reconciliation, Middle Office, Trading Systems, Bloomberg, Derivatives, Collateral Management, Capital Markets, Settlement, Trading, Financial Risk, Quantitative Analytics, Investment Banking, Financial Markets, Securities Lending, Back Office, Bonds, Analysis, Currency
Education
City University of New York-Hunter College
Economics
Bastin Jacob's UBS Investment Bank Experience August 2007 - Present
Job Specialist Platform at Sapient Global Markets
Industry Information Technology and Services
Experience
Sapient Global Markets January 2014 - Present
Sapient November 2008 - Present
UBS Investment Bank August 2007 - Present
Sapient 2004 - 2007
iGATE Global Solutions July 2003 - August 2004
Education
Cochin University of Science and Technology 1999 — 2003
B.Tech, Computer Science & Engineering
Sapient Global Markets January 2014 - Present
Sapient November 2008 - Present
UBS Investment Bank August 2007 - Present
Sapient 2004 - 2007
iGATE Global Solutions July 2003 - August 2004
Education
Cochin University of Science and Technology 1999 — 2003
B.Tech, Computer Science & Engineering
Krishna Kasiviswanathan's UBS Investment Bank Experience 2006 - 2008
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2010 - Present
Barclays Capital 2009 - 2010
UBS Investment Bank 2006 - 2008
BlackRock 2003 - 2005
JP Morgan 2001 - 2002
Morgan Stanley 1996 - 2000
COSL 1991 - 1994
Skills
Prime Brokerage, Asset Management, Risk Management, Reference Data, Sybase
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Finance, Marketing
Coimbatore Institute of Technology 1987 — 1991
BS, Electronics and Communication
Morgan Stanley September 2010 - Present
Barclays Capital 2009 - 2010
UBS Investment Bank 2006 - 2008
BlackRock 2003 - 2005
JP Morgan 2001 - 2002
Morgan Stanley 1996 - 2000
COSL 1991 - 1994
Skills
Prime Brokerage, Asset Management, Risk Management, Reference Data, Sybase
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Finance, Marketing
Coimbatore Institute of Technology 1987 — 1991
BS, Electronics and Communication
Carolyn Wind's UBS Investment Bank Experience 2008 - May 2010
Job Chief Compliance Officer at People's United Bank
Industry Financial Services
Experience
People's United Bank July 2015 - Present
Royal Bank of Scotland August 2010 - June 2015
UBS Investment Bank 2008 - May 2010
HSBC North America 2000 - 2008
Republic National Bank of New York 1986 - 1999
Office of the Comptroller of the Currency 1975 - 1986
Skills
AML, KYC, Capital Markets, Banking, Operational Risk, Risk Management, Investment Banking, Financial Risk, Credit Risk, Compliance, Enterprise Risk..., Commercial Banking, Securities, Credit, Cash Management, Derivatives, Retail Banking, Financial Services, Operational Risk..., Loans, Fixed Income, Governance, Credit Analysis, Financial Institutions, Private Banking, Portfolio Management, Trade Finance, Financial Markets, OFAC, FX Options, Equities, Structured Products, Bank Secrecy Act, Anti Money Laundering
Education
Colorado State University
BS in Business Administration, Finance
People's United Bank July 2015 - Present
Royal Bank of Scotland August 2010 - June 2015
UBS Investment Bank 2008 - May 2010
HSBC North America 2000 - 2008
Republic National Bank of New York 1986 - 1999
Office of the Comptroller of the Currency 1975 - 1986
Skills
AML, KYC, Capital Markets, Banking, Operational Risk, Risk Management, Investment Banking, Financial Risk, Credit Risk, Compliance, Enterprise Risk..., Commercial Banking, Securities, Credit, Cash Management, Derivatives, Retail Banking, Financial Services, Operational Risk..., Loans, Fixed Income, Governance, Credit Analysis, Financial Institutions, Private Banking, Portfolio Management, Trade Finance, Financial Markets, OFAC, FX Options, Equities, Structured Products, Bank Secrecy Act, Anti Money Laundering
Education
Colorado State University
BS in Business Administration, Finance
Christian Allen's UBS Investment Bank Experience September 2006 - December 2008
Job Natural Gas Trader at Constellation Energy
Industry Oil & Energy
Experience
Constellation Energy August 2012 - Present
Macquarie Energy August 2009 - July 2012
Macquarie Cook Energy February 2009 - August 2009
UBS Investment Bank September 2006 - December 2008
UBS Investment Bank August 2005 - August 2006
Education
Colby College 2001 — 2005
BA, Economics
Constellation Energy August 2012 - Present
Macquarie Energy August 2009 - July 2012
Macquarie Cook Energy February 2009 - August 2009
UBS Investment Bank September 2006 - December 2008
UBS Investment Bank August 2005 - August 2006
Education
Colby College 2001 — 2005
BA, Economics
Dan Costello's UBS Investment Bank Experience February 2012 - Present
Job Global Portfolio Sales & Trading
Industry Financial Services
Experience
UBS Investment Bank February 2012 - Present
Instinet Incorporated June 2009 - January 2012
Merrill Lynch February 2003 - June 2009
Charles Schwab - Epoch Partners May 2000 - February 2003
NationsBanc Montgomery - Banc of America Securities January 1999 - April 2000
Barclays Global Investors April 1997 - December 1999
Skills
Hedge Funds, Equities, Trading Systems, Bloomberg, Trading, Derivatives, Capital Markets, Asset Management, Investments, Equity Trading, Global Management, Vendor Management, Business Development, Electronic Trading, Client Services, Client Relations, ETFs, Alternative Investments, Operations Management, Customer Relations, Mutual Funds
Education
College of Mount Saint Vincent
Bachelor's Degree, Business Administration
HS Archbishop Stepinac, White Plains, NY
UBS Investment Bank February 2012 - Present
Instinet Incorporated June 2009 - January 2012
Merrill Lynch February 2003 - June 2009
Charles Schwab - Epoch Partners May 2000 - February 2003
NationsBanc Montgomery - Banc of America Securities January 1999 - April 2000
Barclays Global Investors April 1997 - December 1999
Skills
Hedge Funds, Equities, Trading Systems, Bloomberg, Trading, Derivatives, Capital Markets, Asset Management, Investments, Equity Trading, Global Management, Vendor Management, Business Development, Electronic Trading, Client Services, Client Relations, ETFs, Alternative Investments, Operations Management, Customer Relations, Mutual Funds
Education
College of Mount Saint Vincent
Bachelor's Degree, Business Administration
HS Archbishop Stepinac, White Plains, NY
William Sloan's UBS Investment Bank Experience 2011 - Present
Job Executive Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank 2011 - Present
Deutsche Bank 2006 - 2011
KPMG Advisory 2004 - 2006
Skills
Investment Banking, M&A experience, Valuation, Divestitures, Capital Markets, Financial Modeling, Due Diligence, Hedge Funds, Corporate Finance, Mergers, Acquisition Integration
Education
Clemson University
Master of Science (M.S.), Industrial Management
Clemson University
Bachelor of Science (B.S.), Ceramic Engineering
Harvard Business School
MBA, General Management & Finance
UBS Investment Bank 2011 - Present
Deutsche Bank 2006 - 2011
KPMG Advisory 2004 - 2006
Skills
Investment Banking, M&A experience, Valuation, Divestitures, Capital Markets, Financial Modeling, Due Diligence, Hedge Funds, Corporate Finance, Mergers, Acquisition Integration
Education
Clemson University
Master of Science (M.S.), Industrial Management
Clemson University
Bachelor of Science (B.S.), Ceramic Engineering
Harvard Business School
MBA, General Management & Finance
Denise Nelley's UBS Investment Bank Experience October 2009 - January 2012
Job Administrative Assistant at Morgan Joseph TriArtisan LLC
Industry Banking
Experience
Morgan Joseph TriArtisan LLC February 2012 - Present
UBS Investment Bank October 2009 - January 2012
Bear Stearns 1997 - 2008
Education
College of Mount Saint Vincent 1992 — 1996
Associate, Psychology/Liberal Arts
Morgan Joseph TriArtisan LLC February 2012 - Present
UBS Investment Bank October 2009 - January 2012
Bear Stearns 1997 - 2008
Education
College of Mount Saint Vincent 1992 — 1996
Associate, Psychology/Liberal Arts
Keith Birkhaeuser's UBS Investment Bank Experience March 2000 - May 2014
Job VP, Institutional Sales & Consultant Relations at Delaware Investments
Industry Financial Services
Experience
Delaware Investments December 2014 - Present
UBS Investment Bank March 2000 - May 2014
Tucker Anthony October 1997 - March 2000
Sanford C. Bernstein, & Co., Inc. February 1997 - October 1997
Deloitte & Touche Consulting Group August 1994 - January 1997
General Electric Company (GE) June 1990 - September 1992
General Electric Company (GE) January 1989 - June 1990
General Electric Company (GE) June 1987 - January 1989
Skills
Derivatives, Capital Markets, Equities, Investments, Hedge Funds, Alternative Investments, Financial Modeling, Valuation, Fixed Income, Equity Research, Investment Banking, Bloomberg, Strategy, Series 63, Finance, Leadership, Portfolio Management, Emerging Markets, Securities
Education
The University of Chicago Booth School of Business 1992 — 1994
MBA, Finance, International Business
Colby College 1983 — 1987
BA, Economics, Spanish
Delaware Investments December 2014 - Present
UBS Investment Bank March 2000 - May 2014
Tucker Anthony October 1997 - March 2000
Sanford C. Bernstein, & Co., Inc. February 1997 - October 1997
Deloitte & Touche Consulting Group August 1994 - January 1997
General Electric Company (GE) June 1990 - September 1992
General Electric Company (GE) January 1989 - June 1990
General Electric Company (GE) June 1987 - January 1989
Skills
Derivatives, Capital Markets, Equities, Investments, Hedge Funds, Alternative Investments, Financial Modeling, Valuation, Fixed Income, Equity Research, Investment Banking, Bloomberg, Strategy, Series 63, Finance, Leadership, Portfolio Management, Emerging Markets, Securities
Education
The University of Chicago Booth School of Business 1992 — 1994
MBA, Finance, International Business
Colby College 1983 — 1987
BA, Economics, Spanish
Rosa Chang's UBS Investment Bank Experience 2007 - June 2008
Job Gala Chair at Starfish Greathearts Foundation USA
Industry Public Relations and Communications
Experience
Starfish Greathearts Foundation USA May 2014 - Present
Rennert April 2009 - Present
KAFSC 2001 - Present
UBS Investment Bank 2007 - June 2008
STM Records 2004 - 2007
Bear Stearns 2002 - 2003
Sloane & Company 1999 - 2002
Middleberg + Associates (now Euro RSCG Middleberg) August 1998 - September 1999
Skills
Internal Communications, Public Relations, Marketing Strategy, Event Management, Newsletters, Corporate Communications, Strategic Communications, Media Skills Training, Editorial, Strategic Planning, Corporate Events, Social Media Outreach, Social Media Integration, Proposal Writing, Social Media, Editing, Integrated Marketing, Publishing, Training, Media Relations, Content Development, Event Planning, Communication Training, Copy Editing, Crisis Communications, Corporate Social..., Messaging, Community Outreach, Content Strategy, University Teaching, Marketing Communications, Social Media Marketing, Strategy, Nonprofits, Public Speaking, Teaching English as a..., Fundraising, Leadership
Education
World Learning SIT Graduate Institute
Colby College 1993 — 1997
Bachelor of Arts (B.A.)
Lakeside 1984 — 1992
Yonsei University
Starfish Greathearts Foundation USA May 2014 - Present
Rennert April 2009 - Present
KAFSC 2001 - Present
UBS Investment Bank 2007 - June 2008
STM Records 2004 - 2007
Bear Stearns 2002 - 2003
Sloane & Company 1999 - 2002
Middleberg + Associates (now Euro RSCG Middleberg) August 1998 - September 1999
Skills
Internal Communications, Public Relations, Marketing Strategy, Event Management, Newsletters, Corporate Communications, Strategic Communications, Media Skills Training, Editorial, Strategic Planning, Corporate Events, Social Media Outreach, Social Media Integration, Proposal Writing, Social Media, Editing, Integrated Marketing, Publishing, Training, Media Relations, Content Development, Event Planning, Communication Training, Copy Editing, Crisis Communications, Corporate Social..., Messaging, Community Outreach, Content Strategy, University Teaching, Marketing Communications, Social Media Marketing, Strategy, Nonprofits, Public Speaking, Teaching English as a..., Fundraising, Leadership
Education
World Learning SIT Graduate Institute
Colby College 1993 — 1997
Bachelor of Arts (B.A.)
Lakeside 1984 — 1992
Yonsei University
Rakhmin Dekhkanov's UBS Investment Bank Experience August 2006 - February 2007
Job Independent AML Consultant at RD AML Solutions Inc
Industry Banking
Experience
RD AML Solutions Inc November 2013 - Present
HSBC Bank USA NA July 2011 - October 2013
HSBC Bank USA NA April 2010 - July 2011
Barclays Wealth December 2009 - March 2010
RSM McGLADREY September 2008 - November 2008
Habib Bank Limited April 2008 - August 2008
Ocean Bank February 2008 - March 2008
Promontory Financial Group November 2007 - January 2008
Israel Discount Bank March 2007 - August 2007
UBS Investment Bank August 2006 - February 2007
Skills
KYC, AML, OFAC, USA PATRIOT Act, Bank Secrecy Act, Financial Risk, Fraud, Banking, Due Diligence, Internal Audit, Private Investigations, Retail Banking, Regulations, Risk Management, Operational Risk, Private Banking, Securities, Hedge Funds, Financial Regulation, Operational Risk..., Anti Money Laundering, Derivatives, Equities, Credit, Financial Institutions, Capital Markets, Sanction, Financial Services, Fixed Income, Financial Markets, Payments, Credit Cards, Enterprise Risk..., Analysis, Bloomberg, Credit Risk, Risk Assessment, Investment Banking, FX Options, FINRA, Correspondent Banking, Basel II, Corporate Governance, Investigation, Fraud Detection, Mutual Funds, FATCA, Back Office, SWIFT payments, Dodd-Frank
Education
City University of New York-Hunter College 1999 — 2004
BA, MA, Economics
Hunter College, City University of New York 1999 — 2004
Masters Degree, Economics
RD AML Solutions Inc November 2013 - Present
HSBC Bank USA NA July 2011 - October 2013
HSBC Bank USA NA April 2010 - July 2011
Barclays Wealth December 2009 - March 2010
RSM McGLADREY September 2008 - November 2008
Habib Bank Limited April 2008 - August 2008
Ocean Bank February 2008 - March 2008
Promontory Financial Group November 2007 - January 2008
Israel Discount Bank March 2007 - August 2007
UBS Investment Bank August 2006 - February 2007
Skills
KYC, AML, OFAC, USA PATRIOT Act, Bank Secrecy Act, Financial Risk, Fraud, Banking, Due Diligence, Internal Audit, Private Investigations, Retail Banking, Regulations, Risk Management, Operational Risk, Private Banking, Securities, Hedge Funds, Financial Regulation, Operational Risk..., Anti Money Laundering, Derivatives, Equities, Credit, Financial Institutions, Capital Markets, Sanction, Financial Services, Fixed Income, Financial Markets, Payments, Credit Cards, Enterprise Risk..., Analysis, Bloomberg, Credit Risk, Risk Assessment, Investment Banking, FX Options, FINRA, Correspondent Banking, Basel II, Corporate Governance, Investigation, Fraud Detection, Mutual Funds, FATCA, Back Office, SWIFT payments, Dodd-Frank
Education
City University of New York-Hunter College 1999 — 2004
BA, MA, Economics
Hunter College, City University of New York 1999 — 2004
Masters Degree, Economics
Jenny Frank's UBS Investment Bank Experience May 2014 - Present
Job
Industry Government Administration
Experience
UBS Investment Bank May 2014 - Present
Starbucks Coffee Company November 2011 - May 2014
Bronx District Attorney's Office August 2009 - November 2011
Bronx County District Attorney Office August 2009 - November 2011
Skills
Legal Research, Civil Litigation, Litigation, Courts, Commercial Litigation, Legal Writing, Corporate Law, Real Estate Transactions
Education
City University of New York-John Jay College of Criminal Justice 2010 — 2011
Paralegal Certificate, Legal Assistant/Paralegal
City University of New York-John Jay College of Criminal Justice 2003 — 2007
Bachelor of Arts (BA), Legal Assistant/Paralegal
UBS Investment Bank May 2014 - Present
Starbucks Coffee Company November 2011 - May 2014
Bronx District Attorney's Office August 2009 - November 2011
Bronx County District Attorney Office August 2009 - November 2011
Skills
Legal Research, Civil Litigation, Litigation, Courts, Commercial Litigation, Legal Writing, Corporate Law, Real Estate Transactions
Education
City University of New York-John Jay College of Criminal Justice 2010 — 2011
Paralegal Certificate, Legal Assistant/Paralegal
City University of New York-John Jay College of Criminal Justice 2003 — 2007
Bachelor of Arts (BA), Legal Assistant/Paralegal
Ernie Lee's UBS Investment Bank Experience October 2006 - February 2009
Job Assistant Vice President: OTC Clearing / ETD Client Service and OCC Margin Analyst at HSBC Securities USA, Inc.
Industry Investment Banking
Experience
HSBC Securities July 2010 - Present
HSBC Securities February 2010 - July 2010
HSBC Securities August 2009 - January 2010
UBS Investment Bank October 2006 - February 2009
ABN AMRO November 2003 - September 2006
Credit Agricole October 2000 - October 2003
Citibank June 1993 - October 2000
Skills
Options, FX Options, Equities, Commodity, Collateral Management, Accounting, Derivatives, Back Office, Electronic Trading, Fixed Income, Equity Derivatives, Middle Office, Investment Banking, Swaps, Trading Systems, Trading, Capital Markets, Bloomberg, Financial Markets, Hedging, Settlement, Series 7, Investments, Bonds, Asset Management, Account Reconciliation, FINRA, Treasury, Structured Products, Prime Brokerage, Credit Derivatives, Hedge Funds, Corporate Actions, Interest Rate..., Securities, Alternative Investments, Financial Services, Foreign Exchange, Operational Risk, Equity Trading, Securities Lending, Commodity Markets, Financial Risk, Market Data, Valuation, Portfolio Management
Education
City University of New York-Hunter College
BS, Accounting
HSBC Securities July 2010 - Present
HSBC Securities February 2010 - July 2010
HSBC Securities August 2009 - January 2010
UBS Investment Bank October 2006 - February 2009
ABN AMRO November 2003 - September 2006
Credit Agricole October 2000 - October 2003
Citibank June 1993 - October 2000
Skills
Options, FX Options, Equities, Commodity, Collateral Management, Accounting, Derivatives, Back Office, Electronic Trading, Fixed Income, Equity Derivatives, Middle Office, Investment Banking, Swaps, Trading Systems, Trading, Capital Markets, Bloomberg, Financial Markets, Hedging, Settlement, Series 7, Investments, Bonds, Asset Management, Account Reconciliation, FINRA, Treasury, Structured Products, Prime Brokerage, Credit Derivatives, Hedge Funds, Corporate Actions, Interest Rate..., Securities, Alternative Investments, Financial Services, Foreign Exchange, Operational Risk, Equity Trading, Securities Lending, Commodity Markets, Financial Risk, Market Data, Valuation, Portfolio Management
Education
City University of New York-Hunter College
BS, Accounting
Allen Bouch's UBS Investment Bank Experience 2009 - Present
Job Investment Banking Professional
Industry Investment Banking
Experience
UBS Investment Bank 2009 - Present
Citi, Citigroup, Citigroup Global Markets 1996 - 2009
Merrill Lynch Investment Banking 1988 - 1996
Touche Ross & Co. 1982 - 1986
Education
Duke University - The Fuqua School of Business 1986 — 1988
MBA
Claremont McKenna College 1978 — 1982
A.B., Economics
UBS Investment Bank 2009 - Present
Citi, Citigroup, Citigroup Global Markets 1996 - 2009
Merrill Lynch Investment Banking 1988 - 1996
Touche Ross & Co. 1982 - 1986
Education
Duke University - The Fuqua School of Business 1986 — 1988
MBA
Claremont McKenna College 1978 — 1982
A.B., Economics
Tinofara Majoni's UBS Investment Bank Experience June 2012 - August 2012
Job Analyst at Prudential Financial
Industry Capital Markets
Experience
Prudential Financial June 2013 - Present
UBS Investment Bank June 2012 - August 2012
New York Stock Exchange June 2011 - August 2011
PricewaterhouseCoopers December 2008 - July 2009
Education
Colgate University 2009 — 2013
Mathematical Economics and Computer Science
The University of Manchester 2011 — 2011
SOA 2009 — 2010
Highfield High School 2003 — 2008
Prudential Financial June 2013 - Present
UBS Investment Bank June 2012 - August 2012
New York Stock Exchange June 2011 - August 2011
PricewaterhouseCoopers December 2008 - July 2009
Education
Colgate University 2009 — 2013
Mathematical Economics and Computer Science
The University of Manchester 2011 — 2011
SOA 2009 — 2010
Highfield High School 2003 — 2008
Kurt Nielsen's UBS Investment Bank Experience 2010 - 2010
Job Senior Business Analyst/Project Manager (Compliance and Financial Systems)
Industry Financial Services
Experience
EY (Ernst & Young) 2015 - Present
Barclays Bank (for Navint Partners/Crossbridge Consulting) 2013 - 2015
HSBC Bank (Consultant with Lighthouse Technology Services) 2012 - 2013
Sumitomo Trust and Banking 2010 - 2012
UBS Investment Bank 2010 - 2010
Citigroup Markets and Banking 2006 - 2010
ICI/ADP 2002 - 2006
Wilco/ADP 2000 - 2002
Merrin Financial/ADP 1997 - 1999
Skills
Microsoft Excel, SQL, SharePoint, PowerPoint, MS Project, JIRA, Remedy Ticketing System, Access, SWIFT messaging, Visio, Visual Basic, Business Analysis, Microsoft Word, Project Management, Quality Assurance, Client Liaison, Securities, Financial Systems, Financial System..., Fixed Income, Equities, Financial Services, SDLC, Process Improvement, Business Requirements, Business Process, Risk Management, Banking, Management, Vendor Management
Education
Colgate University
BA, Mathematics and Russian Studies
EY (Ernst & Young) 2015 - Present
Barclays Bank (for Navint Partners/Crossbridge Consulting) 2013 - 2015
HSBC Bank (Consultant with Lighthouse Technology Services) 2012 - 2013
Sumitomo Trust and Banking 2010 - 2012
UBS Investment Bank 2010 - 2010
Citigroup Markets and Banking 2006 - 2010
ICI/ADP 2002 - 2006
Wilco/ADP 2000 - 2002
Merrin Financial/ADP 1997 - 1999
Skills
Microsoft Excel, SQL, SharePoint, PowerPoint, MS Project, JIRA, Remedy Ticketing System, Access, SWIFT messaging, Visio, Visual Basic, Business Analysis, Microsoft Word, Project Management, Quality Assurance, Client Liaison, Securities, Financial Systems, Financial System..., Fixed Income, Equities, Financial Services, SDLC, Process Improvement, Business Requirements, Business Process, Risk Management, Banking, Management, Vendor Management
Education
Colgate University
BA, Mathematics and Russian Studies
Ergys Lohja's UBS Investment Bank Experience 2005 - 2007
Job Vice PresidentFixed Income at RBS Global Banking & Markets
Industry Financial Services
Experience
RBS Global Banking & Markets August 2010 - Present
Swiss Re March 2007 - August 2010
UBS Investment Bank 2005 - 2007
Thomson Financial 2002 - 2005
Thomson Financial/Carson 2000 - 2002
KW Corp 1998 - 2000
Skills
Capital Markets, Derivatives, Investment Banking, Emerging Markets, Middle Office, Treasury, Fixed Income, Settlement, Management, Bonds, Securities, Credit Derivatives, Trading Systems, Financial Markets, CDS
Education
City University of New York-Hunter College 1997 — 2001
RBS Global Banking & Markets August 2010 - Present
Swiss Re March 2007 - August 2010
UBS Investment Bank 2005 - 2007
Thomson Financial 2002 - 2005
Thomson Financial/Carson 2000 - 2002
KW Corp 1998 - 2000
Skills
Capital Markets, Derivatives, Investment Banking, Emerging Markets, Middle Office, Treasury, Fixed Income, Settlement, Management, Bonds, Securities, Credit Derivatives, Trading Systems, Financial Markets, CDS
Education
City University of New York-Hunter College 1997 — 2001
Thomas Masterson's UBS Investment Bank Experience February 2006 - April 2011
Job Director Prime Brokerage Sales at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2012 - Present
Merlin Securities April 2011 - August 2012
UBS Investment Bank February 2006 - April 2011
Banc of America Securities April 2002 - February 2006
Fidelity Investments February 1997 - March 2002
Charles Schwab March 1993 - January 1997
Education
Collin County Community College
Tulsa Community College
Wells Fargo Securities August 2012 - Present
Merlin Securities April 2011 - August 2012
UBS Investment Bank February 2006 - April 2011
Banc of America Securities April 2002 - February 2006
Fidelity Investments February 1997 - March 2002
Charles Schwab March 1993 - January 1997
Education
Collin County Community College
Tulsa Community College
Colin Mathews's UBS Investment Bank Experience July 2006 - July 2009
Job Leveraged Finance at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs November 2014 - Present
Barclays Capital June 2011 - October 2014
Barclays Capital June 2010 - August 2010
UBS Investment Bank July 2006 - July 2009
UBS Wealth Management July 2004 - July 2006
Skills
Fixed Income, Valuation, Financial Modeling, Private Equity, Investment Banking, Capital Markets, Leveraged Finance, Leveraged Lending, High Yield Bonds, Corporate Finance, Financial Analysis, Finance
Education
Yale University - Yale School of Management 2009 — 2011
MBA
Colgate University 2000 — 2004
BA, Economics, Political Science
Goldman Sachs November 2014 - Present
Barclays Capital June 2011 - October 2014
Barclays Capital June 2010 - August 2010
UBS Investment Bank July 2006 - July 2009
UBS Wealth Management July 2004 - July 2006
Skills
Fixed Income, Valuation, Financial Modeling, Private Equity, Investment Banking, Capital Markets, Leveraged Finance, Leveraged Lending, High Yield Bonds, Corporate Finance, Financial Analysis, Finance
Education
Yale University - Yale School of Management 2009 — 2011
MBA
Colgate University 2000 — 2004
BA, Economics, Political Science
Elizabeth Greenfield, CFA's UBS Investment Bank Experience
Job Supervisory Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, finance
Columbia College (NY) 1987 — 1991
BA, economics
UBS Investment Bank
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, finance
Columbia College (NY) 1987 — 1991
BA, economics
Ross Holdren's UBS Investment Bank Experience 2005 - 2005
Job Strategy & Finance Professional
Industry Venture Capital & Private Equity
Experience
Garland Capital Group July 2013 - Present
Galt & Company September 2006 - July 2012
UBS Investment Bank 2005 - 2005
Education
INSEAD 2012 — 2013
Master of Business Administration (MBA)
College of Charleston 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
St. Ignatius College Prep 1998 — 2002
Garland Capital Group July 2013 - Present
Galt & Company September 2006 - July 2012
UBS Investment Bank 2005 - 2005
Education
INSEAD 2012 — 2013
Master of Business Administration (MBA)
College of Charleston 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
St. Ignatius College Prep 1998 — 2002
Jonathan Fellman's UBS Investment Bank Experience 2005 - Present
Job Managing Director at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank 2005 - Present
Parallax Fund 2003 - 2005
First Chicago 1997 - 2003
Kutak Rock 1995 - 1997
Skills
Swaps, Capital Markets, Derivatives, Fixed Income, Investment Banking, Hedge Funds, Equities, Valuation, Bloomberg, Financial Modeling, Structured Products, Regulatory Capital, Accounting
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA)
Northwestern University School of Law 1992 — 1995
Doctor of Law (JD)
Colgate University 1988 — 1992
BA
UBS Investment Bank 2005 - Present
Parallax Fund 2003 - 2005
First Chicago 1997 - 2003
Kutak Rock 1995 - 1997
Skills
Swaps, Capital Markets, Derivatives, Fixed Income, Investment Banking, Hedge Funds, Equities, Valuation, Bloomberg, Financial Modeling, Structured Products, Regulatory Capital, Accounting
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA)
Northwestern University School of Law 1992 — 1995
Doctor of Law (JD)
Colgate University 1988 — 1992
BA
Lee Ann Gliha's UBS Investment Bank Experience 2001 - 2003
Job Managing Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey October 2008 - Present
Live Nation 2006 - 2008
Bank of America 2003 - 2006
UBS Investment Bank 2001 - 2003
Donaldson, Lufkin & Jenrette 1996 - 2000
Education
Claremont McKenna College 1992 — 1996
BA, Economics
Houlihan Lokey October 2008 - Present
Live Nation 2006 - 2008
Bank of America 2003 - 2006
UBS Investment Bank 2001 - 2003
Donaldson, Lufkin & Jenrette 1996 - 2000
Education
Claremont McKenna College 1992 — 1996
BA, Economics
Eric Soderlund's UBS Investment Bank Experience 1996 - 2000
Job Managing Partner, COO and Portfolio Manager at Corre Partners Management, LLC
Industry Financial Services
Experience
Corre Partners Management, LLC 2009 - Present
Trafelet & Company 2003 - 2008
Deutsche Bank Securities 2001 - 2003
UBS Investment Bank 1996 - 2000
National Westminster Bank 1991 - 1994
Skills
Hedge Funds
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA
Colgate University 1986 — 1989
BA
Corre Partners Management, LLC 2009 - Present
Trafelet & Company 2003 - 2008
Deutsche Bank Securities 2001 - 2003
UBS Investment Bank 1996 - 2000
National Westminster Bank 1991 - 1994
Skills
Hedge Funds
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA
Colgate University 1986 — 1989
BA
Xiaojie (Jessica) Yin's UBS Investment Bank Experience July 2011 - September 2012
Job Associate at Sagent Advisors
Industry Investment Banking
Experience
Sagent Advisors August 2015 - Present
Sagent Advisors November 2013 - August 2015
UBS Investment Bank July 2011 - September 2012
UBS Investment Bank June 2010 - August 2010
Ernst & Young July 2009 - August 2009
Skills
Valuation, Investment Banking, Financial Modeling, Economics, Bloomberg, IPO, Equity Valuation, Microsoft Excel, DCF, Capital IQ, ThomsonOne
Education
Columbia College (NY) 2007 — 2011
BA, Mathematics
Shanghai Foreign Language School 1999 — 2006
High School Diploma, Chemistry
Sagent Advisors August 2015 - Present
Sagent Advisors November 2013 - August 2015
UBS Investment Bank July 2011 - September 2012
UBS Investment Bank June 2010 - August 2010
Ernst & Young July 2009 - August 2009
Skills
Valuation, Investment Banking, Financial Modeling, Economics, Bloomberg, IPO, Equity Valuation, Microsoft Excel, DCF, Capital IQ, ThomsonOne
Education
Columbia College (NY) 2007 — 2011
BA, Mathematics
Shanghai Foreign Language School 1999 — 2006
High School Diploma, Chemistry
Andrew Peters's UBS Investment Bank Experience March 2009 - Present
Job Equity Research Biotechnology at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank March 2009 - Present
Susquehanna International Group February 2008 - November 2008
Morgan Joseph & Co. 2006 - 2008
Amylin Pharmaceuticals May 2005 - June 2006
Patpatia & Associates 2004 - 2004
Skills
Valuation, Equity Research, Financial Modeling, Investment Banking, Due Diligence, Biotechnology, Competitive Analysis, DCF, Mergers & Acquisitions, Market Analysis, Deal Sourcing, Analysis, Business Valuation, Strategy, Corporate Development, Venture Capital, Business Development, Bloomberg, Equity Valuation, Equities, Capital Markets, Corporate Finance, IPO, Series 7, Securities, Options, Asset Management, Series 63, Market Research, Business Strategy, Strategic Consulting
Education
Keck Graduate Institute of Applied Life Sciences 2004 — 2006
Claremont McKenna College 2000 — 2004
BA, Economics and Molecular Biology
UBS Investment Bank March 2009 - Present
Susquehanna International Group February 2008 - November 2008
Morgan Joseph & Co. 2006 - 2008
Amylin Pharmaceuticals May 2005 - June 2006
Patpatia & Associates 2004 - 2004
Skills
Valuation, Equity Research, Financial Modeling, Investment Banking, Due Diligence, Biotechnology, Competitive Analysis, DCF, Mergers & Acquisitions, Market Analysis, Deal Sourcing, Analysis, Business Valuation, Strategy, Corporate Development, Venture Capital, Business Development, Bloomberg, Equity Valuation, Equities, Capital Markets, Corporate Finance, IPO, Series 7, Securities, Options, Asset Management, Series 63, Market Research, Business Strategy, Strategic Consulting
Education
Keck Graduate Institute of Applied Life Sciences 2004 — 2006
Claremont McKenna College 2000 — 2004
BA, Economics and Molecular Biology
Sukumar Palani's UBS Investment Bank Experience August 2002 - April 2005
Job Senior Java Consultant at Federal Reserve Bank of New York
Industry Investment Banking
Experience
Federal Reserve Bank of New York September 2010 - Present
Gold Creek Capital Management July 2008 - May 2010
406 Partners May 2005 - June 2008
UBS Investment Bank August 2002 - April 2005
Goldman Sachs March 2000 - June 2002
Pentafour Software Export May 1998 - February 2000
SSP Medical Technologies SDN BHD November 1996 - May 1998
Education
Coimbatore Institute of Technology
Master of Engineering, Computer Science
Madurai Kamaraj University
Bachelor of engineering, Electronics and communication
Federal Reserve Bank of New York September 2010 - Present
Gold Creek Capital Management July 2008 - May 2010
406 Partners May 2005 - June 2008
UBS Investment Bank August 2002 - April 2005
Goldman Sachs March 2000 - June 2002
Pentafour Software Export May 1998 - February 2000
SSP Medical Technologies SDN BHD November 1996 - May 1998
Education
Coimbatore Institute of Technology
Master of Engineering, Computer Science
Madurai Kamaraj University
Bachelor of engineering, Electronics and communication
James Petrie's UBS Investment Bank Experience 1997 - 2006
Job Managing Director at UBS
Industry Financial Services
Experience
UBS January 2007 - Present
UBS Investment Bank 1997 - 2006
Union Bank of Switzerland 1988 - 1997
Manufacturers Hanover Trust 1986 - 1988
Citibank 1984 - 1986
Office of the Comptroller of the Currency 1979 - 1984
Skills
Compliance, Privacy, Outsourcing, Risk, Governance, Contracts, Regulatory Strategy, Financial Risk, Banking, Privacy Law, Management, Investment Banking, Financial Services, Project Planning, Human Resources, Strategy, Executive Management, Risk Management, Hedge Funds, Mergers & Acquisitions, Capital Markets, Derivatives, AML, Fixed Income, Private Equity, Equities, Due Diligence, Corporate Governance
Education
Rutgers University School of Law - Newark 1985 — 1989
JD
Colgate University 1975 — 1979
BA, Economics
UBS January 2007 - Present
UBS Investment Bank 1997 - 2006
Union Bank of Switzerland 1988 - 1997
Manufacturers Hanover Trust 1986 - 1988
Citibank 1984 - 1986
Office of the Comptroller of the Currency 1979 - 1984
Skills
Compliance, Privacy, Outsourcing, Risk, Governance, Contracts, Regulatory Strategy, Financial Risk, Banking, Privacy Law, Management, Investment Banking, Financial Services, Project Planning, Human Resources, Strategy, Executive Management, Risk Management, Hedge Funds, Mergers & Acquisitions, Capital Markets, Derivatives, AML, Fixed Income, Private Equity, Equities, Due Diligence, Corporate Governance
Education
Rutgers University School of Law - Newark 1985 — 1989
JD
Colgate University 1975 — 1979
BA, Economics
Christopher Lue's UBS Investment Bank Experience 1998 - 1999
Job Head of HR North America at Schroders
Industry Human Resources
Experience
Schroders July 2012 - Present
UBS 1998 - July 2012
UBS Wealth Management 2006 - 2009
UBS Wealth Management 2003 - 2006
UBS 1999 - 2003
UBS Investment Bank 1998 - 1999
JP Morgan 1988 - 1998
Education
Colgate University 1984 — 1988
Schroders July 2012 - Present
UBS 1998 - July 2012
UBS Wealth Management 2006 - 2009
UBS Wealth Management 2003 - 2006
UBS 1999 - 2003
UBS Investment Bank 1998 - 1999
JP Morgan 1988 - 1998
Education
Colgate University 1984 — 1988
PJ Farrell's UBS Investment Bank Experience March 2006 - April 2013
Job Mortgage Sales Assistant at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas April 2013 - Present
UBS Investment Bank March 2006 - April 2013
Education
College of the Holy Cross 2001 — 2005
BA, History, Economics
St. Anthony's High School 1997 — 2001
BNP Paribas April 2013 - Present
UBS Investment Bank March 2006 - April 2013
Education
College of the Holy Cross 2001 — 2005
BA, History, Economics
St. Anthony's High School 1997 — 2001
James J. Ryan's UBS Investment Bank Experience January 2001 - February 2003
Job Adjunct Professor at Mercy College Graduate School of Business
Industry Investment Management
Experience
Mercy College Graduate School of Business May 2013 - Present
HSBC Securities August 2004 - September 2008
Southport Partners March 2003 - July 2004
UBS Investment Bank January 2001 - February 2003
JPMorgan Chase January 1998 - January 2001
Salomon Brothers September 1992 - December 1997
Credit Suisse First Boston September 1983 - September 1992
Smith Barney Harris Upham September 1981 - September 1983
Bank of America, N.A. June 1980 - August 1980
Skills
Investment Banking, Corporate Finance, Mergers, Capital Markets, Securities, Trading, Mergers & Acquisitions, Hedge Funds, Investments, Finance, Alternative Investments, Private Equity, Acquisitions, Equities, Venture Capital, Emerging Markets, Valuation
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance
Colgate University 1970 — 1974
BA, English
Mercy College Graduate School of Business May 2013 - Present
HSBC Securities August 2004 - September 2008
Southport Partners March 2003 - July 2004
UBS Investment Bank January 2001 - February 2003
JPMorgan Chase January 1998 - January 2001
Salomon Brothers September 1992 - December 1997
Credit Suisse First Boston September 1983 - September 1992
Smith Barney Harris Upham September 1981 - September 1983
Bank of America, N.A. June 1980 - August 1980
Skills
Investment Banking, Corporate Finance, Mergers, Capital Markets, Securities, Trading, Mergers & Acquisitions, Hedge Funds, Investments, Finance, Alternative Investments, Private Equity, Acquisitions, Equities, Venture Capital, Emerging Markets, Valuation
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance
Colgate University 1970 — 1974
BA, English
Justin Colby's UBS Investment Bank Experience April 2015 - Present
Job Director at UBS
Industry Oil & Energy
Experience
UBS Investment Bank April 2015 - Present
BMO Capital Markets January 2014 - April 2015
ExxonMobil January 2013 - January 2014
ExxonMobil February 2012 - January 2013
ExxonMobil September 2010 - February 2012
ExxonMobil December 2008 - September 2010
Chevron May 2007 - December 2008
Whiting Petroleum Corporation May 2005 - May 2007
Skills
Reservoir Management, Reservoir Simulation, Petroleum, Petroleum Engineering, Reservoir Engineering, Upstream, Oil/Gas, Gas, Field Development, Petrel, Energy, Formation Evaluation
Education
Colorado School of Mines 2004 — 2007
Bachelor of Science (BS), Petroleum Engineering
UBS Investment Bank April 2015 - Present
BMO Capital Markets January 2014 - April 2015
ExxonMobil January 2013 - January 2014
ExxonMobil February 2012 - January 2013
ExxonMobil September 2010 - February 2012
ExxonMobil December 2008 - September 2010
Chevron May 2007 - December 2008
Whiting Petroleum Corporation May 2005 - May 2007
Skills
Reservoir Management, Reservoir Simulation, Petroleum, Petroleum Engineering, Reservoir Engineering, Upstream, Oil/Gas, Gas, Field Development, Petrel, Energy, Formation Evaluation
Education
Colorado School of Mines 2004 — 2007
Bachelor of Science (BS), Petroleum Engineering
Gabrielle Gatta's UBS Investment Bank Experience April 2012 - 2013
Job Head of Operations at Tachyus
Industry Research
Experience
Tachyus December 2014 - Present
Brewster Academy August 2012 - Present
Gerson Lehrman Group (GLG) May 2014 - November 2014
Gerson Lehrman Group June 2013 - May 2014
UBS Investment Bank April 2012 - 2013
UBS Investment Bank November 2010 - March 2012
UBS Investment Bank September 2009 - November 2010
UBS Investment Bank June 2008 - August 2008
Westrock Advisors, Inc. June 2007 - August 2007
Fabric Traditions June 2005 - August 2006
Skills
Valuation, Capital Markets, Finance, Mergers & Acquisitions, Financial Modeling, Fixed Income, Corporate Finance, Bloomberg, Equities, Investment Banking, Private Equity, Hedge Funds, Due Diligence, Emerging Markets, Investments, Equity Research
Education
Colgate University 2006 — 2009
BA, French and Philosophy
Fordham University 2005 — 2006
BA, French and Philosophy
Brewster Academy 2001 — 2005
Tachyus December 2014 - Present
Brewster Academy August 2012 - Present
Gerson Lehrman Group (GLG) May 2014 - November 2014
Gerson Lehrman Group June 2013 - May 2014
UBS Investment Bank April 2012 - 2013
UBS Investment Bank November 2010 - March 2012
UBS Investment Bank September 2009 - November 2010
UBS Investment Bank June 2008 - August 2008
Westrock Advisors, Inc. June 2007 - August 2007
Fabric Traditions June 2005 - August 2006
Skills
Valuation, Capital Markets, Finance, Mergers & Acquisitions, Financial Modeling, Fixed Income, Corporate Finance, Bloomberg, Equities, Investment Banking, Private Equity, Hedge Funds, Due Diligence, Emerging Markets, Investments, Equity Research
Education
Colgate University 2006 — 2009
BA, French and Philosophy
Fordham University 2005 — 2006
BA, French and Philosophy
Brewster Academy 2001 — 2005
Jack O'Connell's UBS Investment Bank Experience 2004 - Present
Job Associate Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank 2004 - Present
Waterman Steamship Corporation 1992 - 2003
Skills
Capital Markets, Fixed Income, Equities, Derivatives, Transportation, Logistics, International Business, International..., International Logistics, Operations Management, Emerging Markets, Structured Finance, Trading, Commodity, Financial Structuring, Risk Management, Management, Mergers & Acquisitions
Education
College of the Holy Cross
BA, History
Fordham Gabelli School of Business
MBA, Finance
UBS Investment Bank 2004 - Present
Waterman Steamship Corporation 1992 - 2003
Skills
Capital Markets, Fixed Income, Equities, Derivatives, Transportation, Logistics, International Business, International..., International Logistics, Operations Management, Emerging Markets, Structured Finance, Trading, Commodity, Financial Structuring, Risk Management, Management, Mergers & Acquisitions
Education
College of the Holy Cross
BA, History
Fordham Gabelli School of Business
MBA, Finance
Bhagyashree Suratran's UBS Investment Bank Experience February 2004 - May 2005
Job VP at Citigroup
Industry Financial Services
Experience
Citigroup June 2006 - Present
Bear Stearns October 2005 - May 2006
UBS Investment Bank February 2004 - May 2005
Charles Schwab November 2001 - January 2004
Avebury Logic July 2000 - October 2001
SunGard January 2000 - May 2000
Skills
Sybase, Trading Systems, Electronic Trading, Low Latency, Equities, JMS, SDLC, Spring, Investment Banking, TIBCO, Unix, Middle Office, Java, Multithreading
Education
New Jersey Institute of Technology 1999 — 2000
M.S., Computer Science
College of Engineering Pune 1993 — 1996
BE, Mech Engg
Citigroup June 2006 - Present
Bear Stearns October 2005 - May 2006
UBS Investment Bank February 2004 - May 2005
Charles Schwab November 2001 - January 2004
Avebury Logic July 2000 - October 2001
SunGard January 2000 - May 2000
Skills
Sybase, Trading Systems, Electronic Trading, Low Latency, Equities, JMS, SDLC, Spring, Investment Banking, TIBCO, Unix, Middle Office, Java, Multithreading
Education
New Jersey Institute of Technology 1999 — 2000
M.S., Computer Science
College of Engineering Pune 1993 — 1996
BE, Mech Engg
Ram Ragubans's UBS Investment Bank Experience April 2008 - November 2009
Job Senior Software Developer at Merrill Lynch
Industry Computer Software
Experience
Merrill Lynch April 2012 - Present
Sefaira September 2011 - Present
Merrill Lynch October 2009 - May 2011
UBS Investment Bank April 2008 - November 2009
Bank of America April 2006 - April 2008
Instinet Incorporated March 2000 - April 2006
Morgan Stanley March 1998 - March 2000
Bank of New York Mellon 1996 - 1998
Education
Hunter College
Merrill Lynch April 2012 - Present
Sefaira September 2011 - Present
Merrill Lynch October 2009 - May 2011
UBS Investment Bank April 2008 - November 2009
Bank of America April 2006 - April 2008
Instinet Incorporated March 2000 - April 2006
Morgan Stanley March 1998 - March 2000
Bank of New York Mellon 1996 - 1998
Education
Hunter College
Shobin Antony's UBS Investment Bank Experience January 2006 - March 2008
Job ETL/Informatica Lead Consultant
Industry Information Technology and Services
Experience
PPL Corporation August 2011 - Present
VMware April 2010 - March 2011
Abbott Laboratories April 2009 - January 2010
Genentech April 2008 - March 2009
UBS Investment Bank January 2006 - March 2008
Lehman Brothers May 2004 - December 2005
GE Aviation June 2002 - March 2004
GE Transportation January 2001 - May 2002
Skills
Informatica, Data Warehousing, Oracle SQL, Oracle PL/SQL..., Data Modeling, Unix Shell Scripting, Performance Tuning, Data Profiling, Cognos, Microstrategy, Informatica Architect
Education
Cochin University of Science and Technology 1993 — 1997
Bachelor of Technology (BTech), Computer Engineering
PPL Corporation August 2011 - Present
VMware April 2010 - March 2011
Abbott Laboratories April 2009 - January 2010
Genentech April 2008 - March 2009
UBS Investment Bank January 2006 - March 2008
Lehman Brothers May 2004 - December 2005
GE Aviation June 2002 - March 2004
GE Transportation January 2001 - May 2002
Skills
Informatica, Data Warehousing, Oracle SQL, Oracle PL/SQL..., Data Modeling, Unix Shell Scripting, Performance Tuning, Data Profiling, Cognos, Microstrategy, Informatica Architect
Education
Cochin University of Science and Technology 1993 — 1997
Bachelor of Technology (BTech), Computer Engineering
Glenn Taitz's UBS Investment Bank Experience June 2002 - November 2012
Job Fixed Income Derivatives at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets March 2013 - Present
UBS Investment Bank June 2002 - November 2012
Merrill Lynch March 1994 - June 2002
Sanwa Financial Products December 1992 - June 1994
New York State HFA 1983 - 1986
Skills
Investment Banking, Equities, Fixed Income, Valuation, Private Equity, Corporate Finance, Equity Derivatives, Trading Systems, Electronic Trading, Bloomberg, Trading, FX Options, Bonds, Options, Mergers, Structured Products, Swaps, Interest Rate..., Financial Markets, Alternative Investments, Credit Derivatives, Derivatives
Education
Colgate University 1978 — 1982
Bachelor of Arts (BA), International Economics
RBC Capital Markets March 2013 - Present
UBS Investment Bank June 2002 - November 2012
Merrill Lynch March 1994 - June 2002
Sanwa Financial Products December 1992 - June 1994
New York State HFA 1983 - 1986
Skills
Investment Banking, Equities, Fixed Income, Valuation, Private Equity, Corporate Finance, Equity Derivatives, Trading Systems, Electronic Trading, Bloomberg, Trading, FX Options, Bonds, Options, Mergers, Structured Products, Swaps, Interest Rate..., Financial Markets, Alternative Investments, Credit Derivatives, Derivatives
Education
Colgate University 1978 — 1982
Bachelor of Arts (BA), International Economics
Juliette Watson's UBS Investment Bank Experience 2000 - 2012
Job Investment Banking Professional
Industry Investment Banking
Experience
UBS Investment Bank 2000 - 2012
Skills
Proficient in Microsoft..., Databases: Lexis-Nexis,..., Bloomberg, Heavy..., PeopleSoft, Type 60 to..., Bloomberg, Investment Banking, Microsoft Word, Library, PowerPoint, Research, Project Management, Access, Microsoft Excel, Program Management, Data Analysis, Valuation, Microsoft Office, Analysis, Management
Education
John Jay College of Criminal Justice 2008 — 2012
Master of Public Administration (MPA), Management & Operations
UBS Investment Bank 2000 - 2012
Skills
Proficient in Microsoft..., Databases: Lexis-Nexis,..., Bloomberg, Heavy..., PeopleSoft, Type 60 to..., Bloomberg, Investment Banking, Microsoft Word, Library, PowerPoint, Research, Project Management, Access, Microsoft Excel, Program Management, Data Analysis, Valuation, Microsoft Office, Analysis, Management
Education
John Jay College of Criminal Justice 2008 — 2012
Master of Public Administration (MPA), Management & Operations
Jayson Wahlstrom's UBS Investment Bank Experience 2012 - 2013
Job Investment Banking Professional
Industry Investment Banking
Experience
UBS Investment Bank 2012 - 2013
JPMorgan Chase July 2008 - August 2012
Bank of America March 1999 - July 2008
Legg Mason January 1998 - March 1999
Van Kasper May 1997 - January 1998
Education
College of Marin
New College of California
Science certificate for entrance to life chiropractic
UBS Investment Bank 2012 - 2013
JPMorgan Chase July 2008 - August 2012
Bank of America March 1999 - July 2008
Legg Mason January 1998 - March 1999
Van Kasper May 1997 - January 1998
Education
College of Marin
New College of California
Science certificate for entrance to life chiropractic
Jack Thomas's UBS Investment Bank Experience July 2007 - November 2012
Job Senior Trader, Emerging Markets Credit Trading, Banca IMI
Industry Financial Services
Experience
Banca IMI July 2015 - Present
Santander Investment Securities Inc November 2014 - May 2015
Societe Generale Corporate and Investment Banking - SGCIB March 2013 - September 2014
UBS Investment Bank July 2007 - November 2012
ING Investment Banking July 2000 - June 2007
Skills
Bonds, Capital Markets, Financial Risk, FX Options, Structured Finance, Trading, Bloomberg, CDS
Education
College of the Holy Cross 1996 — 2000
Bachelor of Arts (B.A.), Double Major - Economics and Accounting
Chaminade High School 1992 — 1996
Banca IMI July 2015 - Present
Santander Investment Securities Inc November 2014 - May 2015
Societe Generale Corporate and Investment Banking - SGCIB March 2013 - September 2014
UBS Investment Bank July 2007 - November 2012
ING Investment Banking July 2000 - June 2007
Skills
Bonds, Capital Markets, Financial Risk, FX Options, Structured Finance, Trading, Bloomberg, CDS
Education
College of the Holy Cross 1996 — 2000
Bachelor of Arts (B.A.), Double Major - Economics and Accounting
Chaminade High School 1992 — 1996