UBS Investment Bank
UBS Investment Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at UBS Investment Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
UBS Investment Bank Salaries. You can even request information on how much does UBS Investment Bank pay if you want to. Learn about salaries, pros and cons of working for UBS Investment Bank directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
7,864 UBS Investment Bank employees in database. Find out everything there's to know about UBS Investment Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
UBS Investment Bank Employees
Employee
Years
Job
Industry
Fred Hung Fred Hung's UBS Investment Bank Experience 2005 - 2006
Job Senior Manager at Deloitte
Industry Financial Services
Experience
Deloitte 2011 - Present
Navy Reserve 2008 - Present
Bear Stearns 2006 - 2008
UBS Investment Bank 2005 - 2006
Dresdner Kleinwort Wasserstein 2004 - 2005
Deutsche Bank 2002 - 2004
Deloitte Consulting 1997 - 2000
Skills
Financial Modeling, Valuation, Mergers, Corporate Development, Strategy, Equities, Financial Services, Private Equity, Corporate Finance, Investment Banking, Due Diligence, Capital Markets, Financial Analysis, Hedge Funds, Equity Research, Venture Capital, Energy, M&A experience, Business Valuation, Emerging Markets, Management Consulting, Asset Managment, Mergers & Acquisitions, Finance
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
University of Pennsylvania 1993 — 1997
BA, Diplomatic History
Deloitte 2011 - Present
Navy Reserve 2008 - Present
Bear Stearns 2006 - 2008
UBS Investment Bank 2005 - 2006
Dresdner Kleinwort Wasserstein 2004 - 2005
Deutsche Bank 2002 - 2004
Deloitte Consulting 1997 - 2000
Skills
Financial Modeling, Valuation, Mergers, Corporate Development, Strategy, Equities, Financial Services, Private Equity, Corporate Finance, Investment Banking, Due Diligence, Capital Markets, Financial Analysis, Hedge Funds, Equity Research, Venture Capital, Energy, M&A experience, Business Valuation, Emerging Markets, Management Consulting, Asset Managment, Mergers & Acquisitions, Finance
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
University of Pennsylvania 1993 — 1997
BA, Diplomatic History
Alexandra (Cody) FitzGerald Alexandra (Cody) FitzGerald's UBS Investment Bank Experience May 2008 - May 2009
Job Operations at Betterment
Industry Financial Services
Experience
Betterment May 2015 - Present
Betterment November 2014 - May 2015
Betterment June 2013 - November 2014
Betterment September 2012 - May 2013
UncommonGoods May 2012 - July 2012
McKinsey & Company September 2009 - June 2011
UBS Investment Bank May 2008 - May 2009
UBS Investment Bank July 2007 - May 2008
Skills
Data Analysis, Microsoft Excel, Business Development, Investments, Analytics, Business Strategy, Market Research, Strategic Planning, Research, Project Management, Due Diligence
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Management & Marketing
Dartmouth College 2003 — 2007
AB, Economics & Psychology
Betterment May 2015 - Present
Betterment November 2014 - May 2015
Betterment June 2013 - November 2014
Betterment September 2012 - May 2013
UncommonGoods May 2012 - July 2012
McKinsey & Company September 2009 - June 2011
UBS Investment Bank May 2008 - May 2009
UBS Investment Bank July 2007 - May 2008
Skills
Data Analysis, Microsoft Excel, Business Development, Investments, Analytics, Business Strategy, Market Research, Strategic Planning, Research, Project Management, Due Diligence
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Management & Marketing
Dartmouth College 2003 — 2007
AB, Economics & Psychology
John W. Clark John W. Clark's UBS Investment Bank Experience 1982 - 1997
Job Financial Advisor to CareSpan International
Industry Hospital & Health Care
Experience
CareSpan International (formerly Magellan Global Health) 2013 - Present
Profectus, LLC 2009 - 2012
HandsOn - Video Relay Services for the Deaf and Hard of Hearing 2007 - 2008
Jack Clark Advisors 2002 - 2007
Providian Financial 1998 - 2001
Salomon Smith Barney 1997 - 1998
UBS Investment Bank 1982 - 1997
Skills
Corporate Development, Analysis of Emerging..., M&A analysis, M&A execution, Investment Strategies, Fundraising, Joint Ventures, Start-up Ventures, Startup Development, Strategic Planning, Payment Systems, Healthcare Information..., Human Resource..., Strategy, Start-ups, Venture Capital, Management, Private Equity, Financial Modeling, Business Strategy, Strategic Partnerships, Due Diligence, Finance
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Accounting and Finance
Southern Methodist University
Bachelor of Arts (BA), Economics
CareSpan International (formerly Magellan Global Health) 2013 - Present
Profectus, LLC 2009 - 2012
HandsOn - Video Relay Services for the Deaf and Hard of Hearing 2007 - 2008
Jack Clark Advisors 2002 - 2007
Providian Financial 1998 - 2001
Salomon Smith Barney 1997 - 1998
UBS Investment Bank 1982 - 1997
Skills
Corporate Development, Analysis of Emerging..., M&A analysis, M&A execution, Investment Strategies, Fundraising, Joint Ventures, Start-up Ventures, Startup Development, Strategic Planning, Payment Systems, Healthcare Information..., Human Resource..., Strategy, Start-ups, Venture Capital, Management, Private Equity, Financial Modeling, Business Strategy, Strategic Partnerships, Due Diligence, Finance
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Accounting and Finance
Southern Methodist University
Bachelor of Arts (BA), Economics
Jeffrey J. Schwartz, CFA Jeffrey J. Schwartz, CFA's UBS Investment Bank Experience September 2013 - Present
Job Executive Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank September 2013 - Present
Barclays Capital 1994 - 2013
Salomon Brothers 1989 - 1992
Skills
Fixed Income, Bonds, Trading, Investment Banking, Derivatives, Swaps, Capital Markets, Hedge Funds, Interest Rate..., Electronic Trading, Series 7, Financial Risk, Bloomberg, Banking, Finance, Treasury, Rates, Market Risk, Valuation, Credit Derivatives, Interest Rate Swaps, Money Market
Education
Columbia Business School
Master of Business Administration (MBA), Accounting and Finance
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Finance
UBS Investment Bank September 2013 - Present
Barclays Capital 1994 - 2013
Salomon Brothers 1989 - 1992
Skills
Fixed Income, Bonds, Trading, Investment Banking, Derivatives, Swaps, Capital Markets, Hedge Funds, Interest Rate..., Electronic Trading, Series 7, Financial Risk, Bloomberg, Banking, Finance, Treasury, Rates, Market Risk, Valuation, Credit Derivatives, Interest Rate Swaps, Money Market
Education
Columbia Business School
Master of Business Administration (MBA), Accounting and Finance
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Finance
Jessie Yijun Han Jessie Yijun Han's UBS Investment Bank Experience June 2013 - August 2013
Job Institutional Client Group Global Controls Risk Analyst at Citi
Industry Financial Services
Experience
Citi June 2015 - Present
AIG June 2014 - August 2014
UBS Investment Bank June 2013 - August 2013
Morgan Stanley Wealth Management January 2013 - March 2013
TWG Tea Company June 2012 - August 2012
IBM June 2011 - August 2011
Skills
Market Research, Competitive Analysis, Business Development, Matlab, Mandarin, Stata, Statistics, Data Analysis, Java, Quantitative Analytics, Microsoft Excel, Research, VBA
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2015
BS, Operations Research
Citi June 2015 - Present
AIG June 2014 - August 2014
UBS Investment Bank June 2013 - August 2013
Morgan Stanley Wealth Management January 2013 - March 2013
TWG Tea Company June 2012 - August 2012
IBM June 2011 - August 2011
Skills
Market Research, Competitive Analysis, Business Development, Matlab, Mandarin, Stata, Statistics, Data Analysis, Java, Quantitative Analytics, Microsoft Excel, Research, VBA
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2015
BS, Operations Research
Jenny Gates Jenny Gates's UBS Investment Bank Experience September 2011 - May 2012
Job Senior Manager of Sales Operations and Planning at Pernod Ricard USA
Industry Marketing and Advertising
Experience
Pernod Ricard USA January 2015 - Present
Pernod Ricard USA April 2013 - December 2014
Millward Brown Optimor May 2012 - April 2013
UBS Investment Bank September 2011 - May 2012
Saks Fifth Avenue September 2010 - December 2010
UBS Investment Bank June 2010 - August 2010
Deloitte Consulting July 2006 - July 2009
Landor Associates 2005 - 2005
Skills
Financial Modeling, Brand Management, Business Development, Data Analysis, Valuation, Management
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance
Duke University 2002 — 2006
BA, Public Policy
Pernod Ricard USA January 2015 - Present
Pernod Ricard USA April 2013 - December 2014
Millward Brown Optimor May 2012 - April 2013
UBS Investment Bank September 2011 - May 2012
Saks Fifth Avenue September 2010 - December 2010
UBS Investment Bank June 2010 - August 2010
Deloitte Consulting July 2006 - July 2009
Landor Associates 2005 - 2005
Skills
Financial Modeling, Brand Management, Business Development, Data Analysis, Valuation, Management
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance
Duke University 2002 — 2006
BA, Public Policy
Lauren McKenna, CFA, CAIA Lauren McKenna, CFA, CAIA's UBS Investment Bank Experience August 2013 - Present
Job Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank August 2013 - Present
UBS Investment Bank January 2011 - July 2013
UBS Investment Bank March 2010 - December 2010
UBS Investment Bank July 2007 - February 2010
Skills
Prime Brokerage, Equities, Investment Banking, Valuation, Financial Modeling
Education
Princeton University 2003 — 2007
BSE, Operations Research & Financial Engineering
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
St. Paul's School 1999 — 2003
UBS Investment Bank August 2013 - Present
UBS Investment Bank January 2011 - July 2013
UBS Investment Bank March 2010 - December 2010
UBS Investment Bank July 2007 - February 2010
Skills
Prime Brokerage, Equities, Investment Banking, Valuation, Financial Modeling
Education
Princeton University 2003 — 2007
BSE, Operations Research & Financial Engineering
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
St. Paul's School 1999 — 2003
Jason Chekofsky Jason Chekofsky's UBS Investment Bank Experience 2005 - 2006
Job Creative Builder & Problem Seeker
Industry Internet
Experience
Operator April 2014 - Present
The Ocala Group (Supply Chain & Trading Startup) 2011 - April 2014
Columbia Business School 2009 - September 2011
NY Angels 2010 - 2010
Allianz Private Equity Partners 2006 - 2008
UBS Investment Bank 2005 - 2006
Skills
Finance, Private Equity, Strategy, Investment Banking, Capital Markets, Entrepreneurship, Business Strategy, Due Diligence, Venture Capital, Financial Modeling, Mergers & Acquisitions, Start-ups, Analysis, Management, Portfolio Management, SaaS
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Entrepreneurship and Management
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
BBA, Finance and Accounting
New York University - Leonard N. Stern School of Business 2001 — 2003
Finance and Accounting
Operator April 2014 - Present
The Ocala Group (Supply Chain & Trading Startup) 2011 - April 2014
Columbia Business School 2009 - September 2011
NY Angels 2010 - 2010
Allianz Private Equity Partners 2006 - 2008
UBS Investment Bank 2005 - 2006
Skills
Finance, Private Equity, Strategy, Investment Banking, Capital Markets, Entrepreneurship, Business Strategy, Due Diligence, Venture Capital, Financial Modeling, Mergers & Acquisitions, Start-ups, Analysis, Management, Portfolio Management, SaaS
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Entrepreneurship and Management
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
BBA, Finance and Accounting
New York University - Leonard N. Stern School of Business 2001 — 2003
Finance and Accounting
Sharmeen Khan Sharmeen Khan's UBS Investment Bank Experience January 2007 - October 2007
Job Associate, Restructuring Advisory and Management Consulting at Zolfo Cooper
Industry Financial Services
Experience
Zolfo Cooper August 2012 - Present
Cerberus Capital Management February 2012 - May 2012
Thayer Street Partners January 2012 - May 2012
MBIA Insurance Corp. February 2008 - December 2010
UBS Investment Bank January 2007 - October 2007
UBS Investment Bank July 2004 - December 2006
Skills
Distressed Debt, Structured Finance, Restructuring, Turnaround, Private Equity, M&A due diligence, Mortgage-Backed..., Contract Negotiation, Due Diligence, 501(c)(3) debts, Credit, Valuation, Transaction Management, Banking, Affordable Housing...
Education
Columbia Business School
MBA
University of Bridgeport
BS, Finance, Management
Zolfo Cooper August 2012 - Present
Cerberus Capital Management February 2012 - May 2012
Thayer Street Partners January 2012 - May 2012
MBIA Insurance Corp. February 2008 - December 2010
UBS Investment Bank January 2007 - October 2007
UBS Investment Bank July 2004 - December 2006
Skills
Distressed Debt, Structured Finance, Restructuring, Turnaround, Private Equity, M&A due diligence, Mortgage-Backed..., Contract Negotiation, Due Diligence, 501(c)(3) debts, Credit, Valuation, Transaction Management, Banking, Affordable Housing...
Education
Columbia Business School
MBA
University of Bridgeport
BS, Finance, Management
Yucheng (Joe) LAI Yucheng (Joe) LAI's UBS Investment Bank Experience July 2010 - August 2010
Job Candidate for Ms. in Financial Economics, 2016 Columbia Business School
Industry Banking
Experience
BOCOM International August 2011 - July 2013
UBS Investment Bank July 2010 - August 2010
Skills
Financial Modeling, Matlab, Quantitative Finance, C++, Visual Basic, SQL, Python, R, Corporate Finance, IPO, Bloomberg, M&A execution, Microsoft Excel, Due Diligence, Equity Research
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Science (M.S.), Financial Economics
Tsinghua University 2007 — 2011
Bachelor of Science (B.S.), Mathematics and Physics
BOCOM International August 2011 - July 2013
UBS Investment Bank July 2010 - August 2010
Skills
Financial Modeling, Matlab, Quantitative Finance, C++, Visual Basic, SQL, Python, R, Corporate Finance, IPO, Bloomberg, M&A execution, Microsoft Excel, Due Diligence, Equity Research
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Science (M.S.), Financial Economics
Tsinghua University 2007 — 2011
Bachelor of Science (B.S.), Mathematics and Physics
Jamie Evans Jamie Evans's UBS Investment Bank Experience July 2000 - July 2003
Job Managing Director at Panasonic Eco Solutions
Industry Renewables & Environment
Experience
Panasonic Eco Solutions North America August 2011 - Present
Safari Energy January 2010 - August 2011
IX Energy Holdings March 2009 - December 2009
BlackRock July 2007 - November 2008
Oliver Wyman July 2003 - July 2005
UBS Investment Bank July 2000 - July 2003
Education
Columbia University - Columbia Business School 2005 — 2007
Duke University 1996 — 2000
BA, Environmental Science & Economics
Panasonic Eco Solutions North America August 2011 - Present
Safari Energy January 2010 - August 2011
IX Energy Holdings March 2009 - December 2009
BlackRock July 2007 - November 2008
Oliver Wyman July 2003 - July 2005
UBS Investment Bank July 2000 - July 2003
Education
Columbia University - Columbia Business School 2005 — 2007
Duke University 1996 — 2000
BA, Environmental Science & Economics
Frederick Jelks Frederick Jelks's UBS Investment Bank Experience July 2005 - June 2007
Job
Industry Financial Services
Experience
Conway MacKenzie, Inc. May 2013 - October 2014
Marc Bell Capital Partners July 2007 - July 2010
UBS Investment Bank July 2005 - June 2007
Skills
Valuation, Private Equity, Corporate Development, Investment Banking, Investment Management, M&A experience, Financial Modeling, Business Strategy, Entrepreneurship, Strategy, Corporate Finance, Due Diligence, Venture Capital, Restructuring, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
Yale University
B.A., Economics
Conway MacKenzie, Inc. May 2013 - October 2014
Marc Bell Capital Partners July 2007 - July 2010
UBS Investment Bank July 2005 - June 2007
Skills
Valuation, Private Equity, Corporate Development, Investment Banking, Investment Management, M&A experience, Financial Modeling, Business Strategy, Entrepreneurship, Strategy, Corporate Finance, Due Diligence, Venture Capital, Restructuring, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
Yale University
B.A., Economics
Win Evarts Win Evarts's UBS Investment Bank Experience 2001 - 2011
Job Managing Principal at Evarts Consulting, LLC
Industry Financial Services
Experience
Evarts Consulting, LLC April 2015 - Present
Arts for Healing, Inc. 2000 - Present
Bart J. Ruggiere Adaptive Sports Center 2005 - 2013
UBS Investment Bank 2001 - 2011
ABN AMRO Bank N.V. March 1998 - March 2001
Lazard Freres & Co. 1995 - 1998
Kidder Peabody 1986 - 1994
Skills
Strategic Thinking, Analytical Skills, Investment Banking, Sales, Financial Services, CRM, Management, Negotiation, High Yield, Fundraising, Relationship-building..., Mutual Funds, Fixed Income, Bonds, Problem Solving, Equities, Communication, Client-centric, Securities, Capital Markets, Alternative Investments, Mentoring, Hedge Funds, Fundamental Analysis, Series 63, Asset Management
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance, General, Beta Gamma Sigma
Harvard College 1976 — 1980
Bachelor of Arts (B.A.), Economics
Wilton High School 1972 — 1976
Evarts Consulting, LLC April 2015 - Present
Arts for Healing, Inc. 2000 - Present
Bart J. Ruggiere Adaptive Sports Center 2005 - 2013
UBS Investment Bank 2001 - 2011
ABN AMRO Bank N.V. March 1998 - March 2001
Lazard Freres & Co. 1995 - 1998
Kidder Peabody 1986 - 1994
Skills
Strategic Thinking, Analytical Skills, Investment Banking, Sales, Financial Services, CRM, Management, Negotiation, High Yield, Fundraising, Relationship-building..., Mutual Funds, Fixed Income, Bonds, Problem Solving, Equities, Communication, Client-centric, Securities, Capital Markets, Alternative Investments, Mentoring, Hedge Funds, Fundamental Analysis, Series 63, Asset Management
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance, General, Beta Gamma Sigma
Harvard College 1976 — 1980
Bachelor of Arts (B.A.), Economics
Wilton High School 1972 — 1976
Rafay Farooqui Rafay Farooqui's UBS Investment Bank Experience March 2003 - March 2009
Job CoFounder | President at CAIS Group
Industry Investment Management
Experience
CAIS March 2009 - March 2015
UBS Investment Bank March 2003 - March 2009
Goldman Sachs & Co. July 1998 - March 2003
Education
Columbia University - Columbia Business School 2007 — 2008
MBA
Columbia University - Columbia College 1994 — 1998
BA
United Nations International School 1980 — 1994
I.B.
CAIS March 2009 - March 2015
UBS Investment Bank March 2003 - March 2009
Goldman Sachs & Co. July 1998 - March 2003
Education
Columbia University - Columbia Business School 2007 — 2008
MBA
Columbia University - Columbia College 1994 — 1998
BA
United Nations International School 1980 — 1994
I.B.
Chris Ullrich Chris Ullrich's UBS Investment Bank Experience August 1994 - July 1998
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2010 - Present
Wells Fargo Corporation 2009 - 2010
Wachovia Corporation 2006 - 2008
Wachovia Securities 2003 - 2006
Wachovia Securities 1998 - 2003
UBS Investment Bank August 1994 - July 1998
The Bank of New York/Irving Trust Company August 1984 - July 1994
Skills
Mergers & Acquisitions, Finance, Capital Markets, Restructuring, Private Equity, Valuation
Education
Columbia University - Columbia Business School 1989 — 1991
MBA
Hamilton College 1980 — 1984
BA, History, Economics
Wells Fargo Securities 2010 - Present
Wells Fargo Corporation 2009 - 2010
Wachovia Corporation 2006 - 2008
Wachovia Securities 2003 - 2006
Wachovia Securities 1998 - 2003
UBS Investment Bank August 1994 - July 1998
The Bank of New York/Irving Trust Company August 1984 - July 1994
Skills
Mergers & Acquisitions, Finance, Capital Markets, Restructuring, Private Equity, Valuation
Education
Columbia University - Columbia Business School 1989 — 1991
MBA
Hamilton College 1980 — 1984
BA, History, Economics
Jeff Lavoie, CFA Jeff Lavoie, CFA's UBS Investment Bank Experience 2002 - 2004
Job Vice President, PIMCO
Industry Investment Management
Experience
PIMCO August 2012 - Present
Columbia Business School September 2010 - May 2012
Morgan Stanley June 2011 - August 2011
CPP Investment Board 2005 - 2010
BMO Capital Markets 2004 - 2005
UBS Investment Bank 2002 - 2004
Skills
Private Equity, Equity Research, Financial Analysis, Capital Markets, Due Diligence, Equities, Investments, Equity Valuation, Hedge Funds, Fixed Income, Portfolio Management, Asset Management, Valuation
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (MBA)
Queen's University 1998 — 2002
Bachelor of Commerce, Finance and Accounting
PIMCO August 2012 - Present
Columbia Business School September 2010 - May 2012
Morgan Stanley June 2011 - August 2011
CPP Investment Board 2005 - 2010
BMO Capital Markets 2004 - 2005
UBS Investment Bank 2002 - 2004
Skills
Private Equity, Equity Research, Financial Analysis, Capital Markets, Due Diligence, Equities, Investments, Equity Valuation, Hedge Funds, Fixed Income, Portfolio Management, Asset Management, Valuation
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (MBA)
Queen's University 1998 — 2002
Bachelor of Commerce, Finance and Accounting
Alok Prasad Alok Prasad's UBS Investment Bank Experience July 2004 - December 2006
Job Analyst at Lonestar Capital Management
Industry Financial Services
Experience
Lonestar Capital Management AnalystMarea Capital ManagementSeptember 2007 - December 2009
Aslan Capital Management January 2007 - September 2007
UBS Investment Bank July 2004 - December 2006
Education
Columbia Engineering 2000 — 2004
BS, Operations Research
Lonestar Capital Management AnalystMarea Capital ManagementSeptember 2007 - December 2009
Aslan Capital Management January 2007 - September 2007
UBS Investment Bank July 2004 - December 2006
Education
Columbia Engineering 2000 — 2004
BS, Operations Research
Rei Shinozuka Rei Shinozuka's UBS Investment Bank Experience July 2006 - October 2009
Job Director Model Risk Management, FHLBNY | MBS & ABS Strategist | Fixed Income Researcher | ERM Governance
Industry Capital Markets
Experience
Federal Home Loan Bank of New York October 2010 - Present
UBS Investment Bank July 2006 - October 2009
Morgan Stanley December 2002 - January 2005
UBS Warburg July 2000 - November 2002
PaineWebber August 1993 - November 2000
Skills
Fixed Income, MBS, Credit Risk, ABS, Financial Risk, Capital Markets, CDO, Credit, Bonds, Derivatives, Banking, Economics, Analytics, C++, C, Python, R, Structured Products, Securitization, Risk Management, Structured Finance, Quantitative Finance
Education
Columbia University - Columbia Business School
MBA, Finance and Economics Concentration
Columbia University in the City of New York
BA, Computer Science
Columbia University in the City of New York
MS, Computer Science
Federal Home Loan Bank of New York October 2010 - Present
UBS Investment Bank July 2006 - October 2009
Morgan Stanley December 2002 - January 2005
UBS Warburg July 2000 - November 2002
PaineWebber August 1993 - November 2000
Skills
Fixed Income, MBS, Credit Risk, ABS, Financial Risk, Capital Markets, CDO, Credit, Bonds, Derivatives, Banking, Economics, Analytics, C++, C, Python, R, Structured Products, Securitization, Risk Management, Structured Finance, Quantitative Finance
Education
Columbia University - Columbia Business School
MBA, Finance and Economics Concentration
Columbia University in the City of New York
BA, Computer Science
Columbia University in the City of New York
MS, Computer Science
Maura Griffin, CFP® MBA Maura Griffin, CFP® MBA's UBS Investment Bank Experience June 1998 - April 2004
Job Blue Spark Capital Advisors
Industry Financial Services
Experience
Blue Spark Capital Advisors August 2011 - Present
Fallen Angel Theatre Company March 2015 - Present
Capital Research and Management February 2006 - March 2012
Citigroup Private Bank June 2004 - September 2005
UBS Investment Bank June 1998 - April 2004
The Globe Bookstore and Coffeehouse, Prague 1993 - 1998
Education
Columbia University - Columbia Business School
MBA, Finance
Georgetown University
B.A., Literature
Wilbraham Monson Academy
Blue Spark Capital Advisors August 2011 - Present
Fallen Angel Theatre Company March 2015 - Present
Capital Research and Management February 2006 - March 2012
Citigroup Private Bank June 2004 - September 2005
UBS Investment Bank June 1998 - April 2004
The Globe Bookstore and Coffeehouse, Prague 1993 - 1998
Education
Columbia University - Columbia Business School
MBA, Finance
Georgetown University
B.A., Literature
Wilbraham Monson Academy
James Matarese James Matarese's UBS Investment Bank Experience August 2010 - February 2015
Job FX Derivatives Trading at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank August 2010 - February 2015
Calyon April 2007 - July 2010
Vinya Capital August 2005 - January 2007
Sikorsky Aircraft May 2001 - August 2005
Intel June 2000 - January 2001
Skills
Trading, Six Sigma, Process Improvement, Risk Management, Project Management, Financial Modeling, Program Management, Cross-functional Team..., Business Analysis, Visio, Data Analysis, MS Project, Business Process..., Analysis, Product Development, Corporate Finance, Requirements Analysis, Financial Analysis, Capital Markets, Asset Managment, SDLC, Derivatives, Portfolio Management, Bloomberg, Fixed Income, Emerging Markets, Financial Markets, Investment Banking, Equities, Options, Bonds, Valuation, Interest Rate..., Asset Management
Education
Columbia Engineering
Master's Degree, Financial Engineering
Rensselaer Polytechnic Institute
Bachelor's Degree, Industrial and Management Engineering
UBS Investment Bank August 2010 - February 2015
Calyon April 2007 - July 2010
Vinya Capital August 2005 - January 2007
Sikorsky Aircraft May 2001 - August 2005
Intel June 2000 - January 2001
Skills
Trading, Six Sigma, Process Improvement, Risk Management, Project Management, Financial Modeling, Program Management, Cross-functional Team..., Business Analysis, Visio, Data Analysis, MS Project, Business Process..., Analysis, Product Development, Corporate Finance, Requirements Analysis, Financial Analysis, Capital Markets, Asset Managment, SDLC, Derivatives, Portfolio Management, Bloomberg, Fixed Income, Emerging Markets, Financial Markets, Investment Banking, Equities, Options, Bonds, Valuation, Interest Rate..., Asset Management
Education
Columbia Engineering
Master's Degree, Financial Engineering
Rensselaer Polytechnic Institute
Bachelor's Degree, Industrial and Management Engineering
Joseph Wolf (personal) Joseph Wolf (personal)'s UBS Investment Bank Experience June 2004 - May 2007
Job Equity Research Barclays
Industry Financial Services
Experience
Barclays 2008 - Present
Lehman Brothers June 2007 - September 2008
UBS Investment Bank June 2004 - May 2007
UBS Investment Bank 1998 - 2003
Skills
Equity Research, Capital Markets, Fixed Income, Equities, Hedge Funds, Valuation, Investment Banking, Bloomberg
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Columbia University in the City of New York 1990 — 1992
Bachelor of Science (BS), Electrical and Electronics Engineering
Barclays 2008 - Present
Lehman Brothers June 2007 - September 2008
UBS Investment Bank June 2004 - May 2007
UBS Investment Bank 1998 - 2003
Skills
Equity Research, Capital Markets, Fixed Income, Equities, Hedge Funds, Valuation, Investment Banking, Bloomberg
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Columbia University in the City of New York 1990 — 1992
Bachelor of Science (BS), Electrical and Electronics Engineering
Patricia Franklin Patricia Franklin's UBS Investment Bank Experience August 1997 - September 2011
Job Executive Director Investment Banking Legal, Nomura Securities
Industry Investment Banking
Experience
Nomura Securities October 2011 - Present
UBS Investment Bank August 1997 - September 2011
Serfin Securities 1994 - 1997
Dewey & LeBoeuf LLP 1991 - 1994
Skills
Equities, Fixed Income, Capital Markets, Corporate Law, Investment Banking, Securities, Private Equity, Hedge Funds
Education
Columbia Law School 1988 — 1991
Juris Doctor
Tufts University 1984 — 1988
Bachelor of Arts (B.A.) cum laude, Economics
Academia del Perpetuo Socorro
Elementary School to High School
Nomura Securities October 2011 - Present
UBS Investment Bank August 1997 - September 2011
Serfin Securities 1994 - 1997
Dewey & LeBoeuf LLP 1991 - 1994
Skills
Equities, Fixed Income, Capital Markets, Corporate Law, Investment Banking, Securities, Private Equity, Hedge Funds
Education
Columbia Law School 1988 — 1991
Juris Doctor
Tufts University 1984 — 1988
Bachelor of Arts (B.A.) cum laude, Economics
Academia del Perpetuo Socorro
Elementary School to High School
Constantin Schoelkopf Constantin Schoelkopf's UBS Investment Bank Experience 2011 - 2013
Job Designated Compliance Officer at Morningstar Credit Ratings, LLC
Industry Financial Services
Experience
Morningstar 2015 - Present
Moody's Investors Service 2013 - 2014
UBS Investment Bank 2011 - 2013
Skadden 2006 - 2009
Altria Group 2000 - 2006
Davis Polk & Wardwell LLP 1998 - 2000
Shearman & Sterling LLP 1997 - 1998
Skills
Fixed Income, Structured Products, Securities Regulation, Dodd-Frank, CDO, Compliance, Securitized Products, Trading, Corporate Finance, Hedge Funds, Corporate Governance, Securitization, Financial Structuring, Private Placements, Structured Finance, Capital Markets, Due Diligence, Private Equity, Investment Banking, Risk Management, Credit, Financial Risk, ISDA, Equities, FINRA, Financial Services, Regulatory Compliance
Education
Columbia Law School 1994 — 1997
J.D., Harlan Fiske Stone Scholar
University of Munich /CUNY Graduate Center
Doctor of Philosophy (Ph.D.), Fulbright Scholar
Morningstar 2015 - Present
Moody's Investors Service 2013 - 2014
UBS Investment Bank 2011 - 2013
Skadden 2006 - 2009
Altria Group 2000 - 2006
Davis Polk & Wardwell LLP 1998 - 2000
Shearman & Sterling LLP 1997 - 1998
Skills
Fixed Income, Structured Products, Securities Regulation, Dodd-Frank, CDO, Compliance, Securitized Products, Trading, Corporate Finance, Hedge Funds, Corporate Governance, Securitization, Financial Structuring, Private Placements, Structured Finance, Capital Markets, Due Diligence, Private Equity, Investment Banking, Risk Management, Credit, Financial Risk, ISDA, Equities, FINRA, Financial Services, Regulatory Compliance
Education
Columbia Law School 1994 — 1997
J.D., Harlan Fiske Stone Scholar
University of Munich /CUNY Graduate Center
Doctor of Philosophy (Ph.D.), Fulbright Scholar
Guian Smith Guian Smith's UBS Investment Bank Experience November 2004 - November 2007
Job
Industry Computer Software
Experience
BNP Paribas September 2010 - Present
Goldman Sachs November 2007 - September 2010
UBS Investment Bank November 2004 - November 2007
Montran Corporation June 2001 - September 2004
Deutsche Bank May 2000 - June 2001
American Express Bank 1993 - 2000
Barclays Bank 1991 - 1993
Skills
Investment Banking, Credit Risk, Business Analysis, Trading Systems, Derivatives, Settlement, Financial Services, Middle Office, Electronic Trading, SWIFT payments, Equities, Interest Rate..., Fixed Income, Sybase, Prime Brokerage
Education
Columbia Engineering 1982 — 1984
MS
Columbia Engineering 1973 — 1978
BS
BNP Paribas September 2010 - Present
Goldman Sachs November 2007 - September 2010
UBS Investment Bank November 2004 - November 2007
Montran Corporation June 2001 - September 2004
Deutsche Bank May 2000 - June 2001
American Express Bank 1993 - 2000
Barclays Bank 1991 - 1993
Skills
Investment Banking, Credit Risk, Business Analysis, Trading Systems, Derivatives, Settlement, Financial Services, Middle Office, Electronic Trading, SWIFT payments, Equities, Interest Rate..., Fixed Income, Sybase, Prime Brokerage
Education
Columbia Engineering 1982 — 1984
MS
Columbia Engineering 1973 — 1978
BS
Anne Tricerri's UBS Investment Bank Experience June 2012 - August 2012
Job Associate at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2013 - Present
UBS Investment Bank June 2012 - August 2012
Poten & Partners August 2006 - June 2011
Skills
Financial Modeling, Private Equity, Mergers & Acquisitions, Valuation, Corporate Finance, Investment Banking, Due Diligence, Capital Markets, Financial Analysis, Project Finance, Derivatives, Analysis
Education
New York University, Stern School of Business 2011 — 2013
MBA, Finance
Columbia University - Fu Foundation School of Engineering and Applied Science 2002 — 2006
B.Sc., Chemical Engineering
Riverdale Country School
BMO Capital Markets July 2013 - Present
UBS Investment Bank June 2012 - August 2012
Poten & Partners August 2006 - June 2011
Skills
Financial Modeling, Private Equity, Mergers & Acquisitions, Valuation, Corporate Finance, Investment Banking, Due Diligence, Capital Markets, Financial Analysis, Project Finance, Derivatives, Analysis
Education
New York University, Stern School of Business 2011 — 2013
MBA, Finance
Columbia University - Fu Foundation School of Engineering and Applied Science 2002 — 2006
B.Sc., Chemical Engineering
Riverdale Country School
Jason Hong Jason Hong's UBS Investment Bank Experience 2005 - 2007
Job Vice President at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch 2014 - Present
Credit Suisse 2011 - 2014
Credit Suisse June 2010 - August 2010
BMO Capital Markets 2007 - 2009
UBS Investment Bank 2005 - 2007
Travelers May 2004 - August 2004
Skills
Financial Modeling, Valuation, Leveraged Finance, Equities, Private Equity, Mergers
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Hamilton College 2001 — 2005
Bachelor of Arts (B.A.)
Seward Park HS 1999 — 2001
Bi Le High School 1997 — 1999
Bank of America Merrill Lynch 2014 - Present
Credit Suisse 2011 - 2014
Credit Suisse June 2010 - August 2010
BMO Capital Markets 2007 - 2009
UBS Investment Bank 2005 - 2007
Travelers May 2004 - August 2004
Skills
Financial Modeling, Valuation, Leveraged Finance, Equities, Private Equity, Mergers
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Hamilton College 2001 — 2005
Bachelor of Arts (B.A.)
Seward Park HS 1999 — 2001
Bi Le High School 1997 — 1999
Hugh Boston Hugh Boston's UBS Investment Bank Experience July 2007 - December 2008
Job Vice President, Corporate Finance and Corporate Development at IPG
Industry Marketing and Advertising
Experience
Interpublic Group April 2014 - Present
Interpublic Group February 2010 - April 2014
Global China Holdings July 2009 - February 2010
UBS Investment Bank July 2007 - December 2008
Banc of America Securities 2006 - 2007
J.P. Morgan Securities, Inc. July 2002 - May 2006
Bradley Arant Rose & White LLP September 1995 - June 2000
Skills
Corporate Development, Valuation, Corporate Finance, Investment Banking, Capital Markets, Due Diligence, M&A experience, Financial Analysis, Financial Modeling, Equities, Business Strategy, Strategic Partnerships, Mergers, Emerging Markets, Treasury Management
Education
University of Pennsylvania - The Wharton School 2000 — 2001
MBA, Finance
Columbia Law School 1992 — 1995
JD, Law
University of Alabama
BA, Economics
Interpublic Group April 2014 - Present
Interpublic Group February 2010 - April 2014
Global China Holdings July 2009 - February 2010
UBS Investment Bank July 2007 - December 2008
Banc of America Securities 2006 - 2007
J.P. Morgan Securities, Inc. July 2002 - May 2006
Bradley Arant Rose & White LLP September 1995 - June 2000
Skills
Corporate Development, Valuation, Corporate Finance, Investment Banking, Capital Markets, Due Diligence, M&A experience, Financial Analysis, Financial Modeling, Equities, Business Strategy, Strategic Partnerships, Mergers, Emerging Markets, Treasury Management
Education
University of Pennsylvania - The Wharton School 2000 — 2001
MBA, Finance
Columbia Law School 1992 — 1995
JD, Law
University of Alabama
BA, Economics
Christian Lopez Christian Lopez's UBS Investment Bank Experience July 2011 - June 2013
Job MBA Candidate at Columbia Business School
Industry Investment Banking
Experience
Pinnacle Creative Studio June 2015 - July 2015
General Motors Asset Management June 2014 - May 2015
General Motors Asset Management June 2013 - June 2014
UBS Investment Bank July 2011 - June 2013
UBS Investment Bank February 2011 - June 2013
UBS Investment Bank February 2011 - July 2011
UBS Investment Bank August 2009 - August 2010
Skills
Equities, Operational Risk, Risk Management, Options, Capital Markets, Trading Systems, ETFs, Bloomberg, Spanish, Operations, Trade Facilitation, ADRs, Corporate Actions, Microsoft Excel, DTC, Greeks, Governance, Asset Management, Fixed Income, Vendor Management, Cost Allocation, Metric Development, Proxy Voting
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
BSc, Finance
Naresuan University, Bangkok 2010 — 2010
Certificate, International Business Practices with focus on Asia
St. Mary's University, Twickenham 2009 — 2010
Certificate, International Business Practices
Pinnacle Creative Studio June 2015 - July 2015
General Motors Asset Management June 2014 - May 2015
General Motors Asset Management June 2013 - June 2014
UBS Investment Bank July 2011 - June 2013
UBS Investment Bank February 2011 - June 2013
UBS Investment Bank February 2011 - July 2011
UBS Investment Bank August 2009 - August 2010
Skills
Equities, Operational Risk, Risk Management, Options, Capital Markets, Trading Systems, ETFs, Bloomberg, Spanish, Operations, Trade Facilitation, ADRs, Corporate Actions, Microsoft Excel, DTC, Greeks, Governance, Asset Management, Fixed Income, Vendor Management, Cost Allocation, Metric Development, Proxy Voting
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
BSc, Finance
Naresuan University, Bangkok 2010 — 2010
Certificate, International Business Practices with focus on Asia
St. Mary's University, Twickenham 2009 — 2010
Certificate, International Business Practices
Eileen O'Reilly Eileen O'Reilly's UBS Investment Bank Experience 1992 - 1996
Job Senior Finance Executive | Collaborative Leader | Entrepreneur
Industry Financial Services
Experience
Gramercy Capital Consulting 2014 - Present
NYC Housing Development Corporation 2007 - 2014
Gramercy Capital Consulting 2001 - 2007
Fidelity Investments 1996 - 2001
UBS Investment Bank 1992 - 1996
Kidder Peabody 1992 - 1996
Skills
Finance, Strategic Planning, Product Development, Relationship Management, Business Strategy, Financial Reporting, Marketing Communications, Investment Banking, Compliance, Corporate Communications, Research, Project Management, Equities, Fixed Income, Equity Research, Analytics, Loan Servicing, Cash Management, Financial Accounting, New Business Development, Marketing Strategy, Financial Modeling, Cross-functional Team..., Timely Decision Making, Organizational..., Multi Tasking, Organization &..., Big-picture Thinking, Collaborative Problem...
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance and International Business
Tufts University
Bachelor of Arts (BA), Economics
Hunter College High School
Gramercy Capital Consulting 2014 - Present
NYC Housing Development Corporation 2007 - 2014
Gramercy Capital Consulting 2001 - 2007
Fidelity Investments 1996 - 2001
UBS Investment Bank 1992 - 1996
Kidder Peabody 1992 - 1996
Skills
Finance, Strategic Planning, Product Development, Relationship Management, Business Strategy, Financial Reporting, Marketing Communications, Investment Banking, Compliance, Corporate Communications, Research, Project Management, Equities, Fixed Income, Equity Research, Analytics, Loan Servicing, Cash Management, Financial Accounting, New Business Development, Marketing Strategy, Financial Modeling, Cross-functional Team..., Timely Decision Making, Organizational..., Multi Tasking, Organization &..., Big-picture Thinking, Collaborative Problem...
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance and International Business
Tufts University
Bachelor of Arts (BA), Economics
Hunter College High School
Brian Deane, CFP® Brian Deane, CFP®'s UBS Investment Bank Experience November 2004 - May 2008
Job FounderApostolic Financial Advisors, LLC
Industry Investment Management
Experience
Apostolic Financial Advisors, LLC January 2013 - Present
Vandham Securities September 2010 - January 2013
UBS Investment Bank November 2004 - May 2008
Schwab Soundview Capital Markets December 1995 - October 2004
Charles Schwab October 1991 - November 1995
Skills
Socially Responsible..., Morally Responsible..., Investment Advisory, CERTIFIED FINANCIAL..., Series 4, FINRA Series 7, Series 8, Series 9, Series 10, FINRA Series 24, Series 55, FINRA Series 63, FINRA Series 65, Catholic Theology, Catholicism, Catholic Social Teaching, Theology
Education
Seton Hall University
Master of Arts (MA), Theology/Biblical Studies
University of Alabama
Master of Science (MS), Family Financial Planning and Counseling
Indiana University-Purdue University at Indianapolis
Bachelor of Science (BS), Finance
Columbia University - Fu Foundation School of Engineering and Applied Science
Apostolic Financial Advisors, LLC January 2013 - Present
Vandham Securities September 2010 - January 2013
UBS Investment Bank November 2004 - May 2008
Schwab Soundview Capital Markets December 1995 - October 2004
Charles Schwab October 1991 - November 1995
Skills
Socially Responsible..., Morally Responsible..., Investment Advisory, CERTIFIED FINANCIAL..., Series 4, FINRA Series 7, Series 8, Series 9, Series 10, FINRA Series 24, Series 55, FINRA Series 63, FINRA Series 65, Catholic Theology, Catholicism, Catholic Social Teaching, Theology
Education
Seton Hall University
Master of Arts (MA), Theology/Biblical Studies
University of Alabama
Master of Science (MS), Family Financial Planning and Counseling
Indiana University-Purdue University at Indianapolis
Bachelor of Science (BS), Finance
Columbia University - Fu Foundation School of Engineering and Applied Science
David Karnovsky, CFA David Karnovsky, CFA's UBS Investment Bank Experience August 2006 - June 2011
Job Equity Research Associate at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan July 2013 - Present
Columbia Business School August 2011 - May 2013
J.P. Morgan June 2012 - August 2012
UBS Investment Bank August 2006 - June 2011
Moody's Investors Service October 2005 - August 2006
Skills
Equity Research, Valuation, Financial Modeling, Mergers & Acquisitions, Strategy, Hedge Funds, Accounting, Equities, Mutual Funds, Asset Management, Bloomberg Terminal, Capital Markets, Corporate Finance
Education
Columbia Business School 2011 — 2013
MBA
Emory University 2001 — 2005
BA, Economics, Middle Eastern Studies
J.P. Morgan July 2013 - Present
Columbia Business School August 2011 - May 2013
J.P. Morgan June 2012 - August 2012
UBS Investment Bank August 2006 - June 2011
Moody's Investors Service October 2005 - August 2006
Skills
Equity Research, Valuation, Financial Modeling, Mergers & Acquisitions, Strategy, Hedge Funds, Accounting, Equities, Mutual Funds, Asset Management, Bloomberg Terminal, Capital Markets, Corporate Finance
Education
Columbia Business School 2011 — 2013
MBA
Emory University 2001 — 2005
BA, Economics, Middle Eastern Studies
Aditya Bir's UBS Investment Bank Experience 2012 - 2015
Job CFT Mobile UBS
Industry Computer Software
Experience
UBS June 2011 - Present
UBS Investment Bank 2012 - 2015
Skills
Java, C, Perl, Unix, C++, SQL, Algorithms, Eclipse, JSP, Python, Spring
Education
Columbia Engineering 2010 — 2011
Jamnabai Narsee School
UBS June 2011 - Present
UBS Investment Bank 2012 - 2015
Skills
Java, C, Perl, Unix, C++, SQL, Algorithms, Eclipse, JSP, Python, Spring
Education
Columbia Engineering 2010 — 2011
Jamnabai Narsee School
Barbara Iyayi's UBS Investment Bank Experience August 2008 - May 2009
Job Vice President, Investment Banking at JPMorgan Chase
Industry Investment Banking
Experience
J.P. Morgan May 2010 - Present
Centerboard Group August 2009 - May 2010
UBS Investment Bank August 2008 - May 2009
JPMorgan Private Bank August 2003 - May 2006
Skills
Private Equity, Investment Banking, Financial Analysis, Equities, Restructuring, Mergers & Acquisitions, Investments, Corporate Finance, Financial Services, Valuation, Capital Markets, Due Diligence, Corporate Development, Financial Modeling, Emerging Markets, Leveraged Finance, Strategy
Education
Harvard Business School 2006 — 2008
MBA
Columbia Engineering 1999 — 2003
BS, Electrical Engineering and Computer Science
J.P. Morgan May 2010 - Present
Centerboard Group August 2009 - May 2010
UBS Investment Bank August 2008 - May 2009
JPMorgan Private Bank August 2003 - May 2006
Skills
Private Equity, Investment Banking, Financial Analysis, Equities, Restructuring, Mergers & Acquisitions, Investments, Corporate Finance, Financial Services, Valuation, Capital Markets, Due Diligence, Corporate Development, Financial Modeling, Emerging Markets, Leveraged Finance, Strategy
Education
Harvard Business School 2006 — 2008
MBA
Columbia Engineering 1999 — 2003
BS, Electrical Engineering and Computer Science
David Hobbs David Hobbs's UBS Investment Bank Experience August 1994 - December 1998
Job Managing Partner at Brick Investment Partners LLC
Industry Financial Services
Experience
John N. Fehlinger Co., Inc. July 2015 - Present
Brick Investment Partners LLC 2013 - Present
Brick Consulting Partners LLC 2013 - Present
Compass Advisers 2013 - Present
Compass Advisers 2011 - 2013
Evolution Markets 2009 - 2010
Citigroup August 2000 - 2009
UBS Investment Bank August 1994 - December 1998
Skills
Investment Banking, Derivatives, Venture Capital, Financial Modeling, Finance, Strategy, Mergers & Acquisitions, Fixed Income, Management, Valuation, Mergers, Banking, Energy, Capital Markets, Investments, Hedge Funds, Due Diligence, Financial Analysis, Emerging Markets, Strategic Planning, Private Equity, Business Strategy, Trading, Corporate Finance
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1990 — 1994
John N. Fehlinger Co., Inc. July 2015 - Present
Brick Investment Partners LLC 2013 - Present
Brick Consulting Partners LLC 2013 - Present
Compass Advisers 2013 - Present
Compass Advisers 2011 - 2013
Evolution Markets 2009 - 2010
Citigroup August 2000 - 2009
UBS Investment Bank August 1994 - December 1998
Skills
Investment Banking, Derivatives, Venture Capital, Financial Modeling, Finance, Strategy, Mergers & Acquisitions, Fixed Income, Management, Valuation, Mergers, Banking, Energy, Capital Markets, Investments, Hedge Funds, Due Diligence, Financial Analysis, Emerging Markets, Strategic Planning, Private Equity, Business Strategy, Trading, Corporate Finance
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1990 — 1994
Frank Conley Frank Conley's UBS Investment Bank Experience March 2010 - July 2013
Job Managing Director at Freepoint Commodities
Industry Oil & Energy
Experience
Freepoint Commodities July 2013 - Present
UBS Investment Bank March 2010 - July 2013
Beal Bank 2009 - 2010
Deutsche Bank June 2004 - December 2008
Merrill Lynch October 1996 - June 2004
Citi June 1993 - September 1996
Education
Columbia University - Columbia Business School
MBA
University of Vermont
Bachelor of Science (B.S.)
Freepoint Commodities July 2013 - Present
UBS Investment Bank March 2010 - July 2013
Beal Bank 2009 - 2010
Deutsche Bank June 2004 - December 2008
Merrill Lynch October 1996 - June 2004
Citi June 1993 - September 1996
Education
Columbia University - Columbia Business School
MBA
University of Vermont
Bachelor of Science (B.S.)
Simon SCEMAMA's UBS Investment Bank Experience June 2013 - Present
Job Equity Derivatives Index Volatility Trader at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank June 2013 - Present
JPMorgan Chase April 2012 - May 2013
SuperDerivatives March 2009 - March 2012
Skills
Derivatives, Equities, Equity Derivatives, Options, Quantitative Finance, Volatility, FX, Trading Systems, Fixed Income, Structured Products, Commodities
Education
Columbia Engineering 2008 — 2009
MSc, Operations Research
Ecole centrale de Lyon 2006 — 2008
MSc, General Engineering
UBS Investment Bank June 2013 - Present
JPMorgan Chase April 2012 - May 2013
SuperDerivatives March 2009 - March 2012
Skills
Derivatives, Equities, Equity Derivatives, Options, Quantitative Finance, Volatility, FX, Trading Systems, Fixed Income, Structured Products, Commodities
Education
Columbia Engineering 2008 — 2009
MSc, Operations Research
Ecole centrale de Lyon 2006 — 2008
MSc, General Engineering
Gerardo Ubaghs Carrión Gerardo Ubaghs Carrión's UBS Investment Bank Experience June 2011 - August 2011
Job Investment Banking Associate en BofA Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch October 2012 - Present
UBS Investment Bank June 2011 - August 2011
Ministry of Foreign Affairs, Spain September 2004 - September 2009
ISL-Automotive Logistics June 2006 - August 2006
Skills
Mother Tongues:..., Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Bloomberg, Investment Banking, Capital Markets, Portfolio Management, Investments, Equities, Banking, Mergers, DCF, Capital IQ, Financial Advisory, Spanish, German
Education
Indiana University - Kelley School of Business 2010 — 2012
MBA, Finance & Accounting
2010 — 2010
Executive Education, Corporate Finance
IESE Business School - University of Navarra 2009 — 2010
Executive Education, Corporate Finance, Investment Portfolios Management
Universidad de Valencia 2005 — 2010
B.B.A., International Finance, Economics
2005 — 2009
Master in Music, Graduate Solo Violin Performance Diploma, Solo Violin Performance
Deutsche Schule Valencia 1988 — 2000
Abitur, Selectivo, Science
Bank of America Merrill Lynch October 2012 - Present
UBS Investment Bank June 2011 - August 2011
Ministry of Foreign Affairs, Spain September 2004 - September 2009
ISL-Automotive Logistics June 2006 - August 2006
Skills
Mother Tongues:..., Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Bloomberg, Investment Banking, Capital Markets, Portfolio Management, Investments, Equities, Banking, Mergers, DCF, Capital IQ, Financial Advisory, Spanish, German
Education
Indiana University - Kelley School of Business 2010 — 2012
MBA, Finance & Accounting
2010 — 2010
Executive Education, Corporate Finance
IESE Business School - University of Navarra 2009 — 2010
Executive Education, Corporate Finance, Investment Portfolios Management
Universidad de Valencia 2005 — 2010
B.B.A., International Finance, Economics
2005 — 2009
Master in Music, Graduate Solo Violin Performance Diploma, Solo Violin Performance
Deutsche Schule Valencia 1988 — 2000
Abitur, Selectivo, Science
Ashwin Krishnan Ashwin Krishnan's UBS Investment Bank Experience July 2001 - April 2003
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2009 - Present
Morgan Stanley April 2006 - December 2008
Morgan Stanley April 2003 - April 2006
UBS Investment Bank July 2001 - April 2003
Skills
Due Diligence, Finance, Fixed Income, Investment Banking, Investments, Private Equity
Education
Columbia Engineering 1999 — 2001
MS, Industrial Engineering (concentration in Financial Engineering)
R. V. College of Engineering, Bangalore 1994 — 1998
BS, Industrial Engineering & Management
Morgan Stanley January 2009 - Present
Morgan Stanley April 2006 - December 2008
Morgan Stanley April 2003 - April 2006
UBS Investment Bank July 2001 - April 2003
Skills
Due Diligence, Finance, Fixed Income, Investment Banking, Investments, Private Equity
Education
Columbia Engineering 1999 — 2001
MS, Industrial Engineering (concentration in Financial Engineering)
R. V. College of Engineering, Bangalore 1994 — 1998
BS, Industrial Engineering & Management
Anil Mittal Anil Mittal's UBS Investment Bank Experience March 2011 - February 2013
Job Metals & Mining / Industrials Investment Banker at Nomura Securities International
Industry Financial Services
Experience
Nomura Securities International Inc. July 2014 - Present
UBS Investment Bank March 2011 - February 2013
Steelbro International Co., Inc. June 2007 - March 2011
Steelbro International Co., Inc. June 2002 - May 2007
Essar Commvision Ltd. (Now Vodafone Essar Cellular Limited) June 1996 - May 2000
Skills
Emerging Markets, Investment Banking, Banking, Financial Modeling, Interational business, Metal Trading, Business Strategy, Commodity, International Trade, Metals, Outsourcing, Offshore Outsourcing, BPO, KPO, Credit Analysis, Leveraged Finance, Trade Finance, Trading, Mergers, Corporate Finance, Mergers & Acquisitions, Business Development, Finance, LBO, Risk Management
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance & Strategy
London Business School 2009 — 2011
MBA, Finance & Strategy
New York University 2007 — 2008
International Business & Finance, International Business
R.A. Podar Institute of Management, University of Rajasthan, Jaipur 1994 — 1996
MBA, Marketing & Finance
Guru Nanak Dev University 1991 — 1994
Bachelor of Commerce, Accounting & Economics
Nomura Securities International Inc. July 2014 - Present
UBS Investment Bank March 2011 - February 2013
Steelbro International Co., Inc. June 2007 - March 2011
Steelbro International Co., Inc. June 2002 - May 2007
Essar Commvision Ltd. (Now Vodafone Essar Cellular Limited) June 1996 - May 2000
Skills
Emerging Markets, Investment Banking, Banking, Financial Modeling, Interational business, Metal Trading, Business Strategy, Commodity, International Trade, Metals, Outsourcing, Offshore Outsourcing, BPO, KPO, Credit Analysis, Leveraged Finance, Trade Finance, Trading, Mergers, Corporate Finance, Mergers & Acquisitions, Business Development, Finance, LBO, Risk Management
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance & Strategy
London Business School 2009 — 2011
MBA, Finance & Strategy
New York University 2007 — 2008
International Business & Finance, International Business
R.A. Podar Institute of Management, University of Rajasthan, Jaipur 1994 — 1996
MBA, Marketing & Finance
Guru Nanak Dev University 1991 — 1994
Bachelor of Commerce, Accounting & Economics
John Watson John Watson's UBS Investment Bank Experience July 2006 - April 2011
Job Investment Banking Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
Quattro Global Capital LLC May 2011 - February 2012
UBS Investment Bank July 2006 - April 2011
Skills
Investment Banking, Capital Markets, Bloomberg, Fixed Income, Equities, Hedge Funds, Alternative Investments, Corporate Finance, Derivatives, Due Diligence, Financial Analysis, Financial Modeling
Education
Columbia Business School 2012 — 2013
Master of Business Administration (MBA), Finance, General
Wesleyan University 2002 — 2006
BA, Government
Morehouse College
Morgan Stanley August 2013 - Present
Quattro Global Capital LLC May 2011 - February 2012
UBS Investment Bank July 2006 - April 2011
Skills
Investment Banking, Capital Markets, Bloomberg, Fixed Income, Equities, Hedge Funds, Alternative Investments, Corporate Finance, Derivatives, Due Diligence, Financial Analysis, Financial Modeling
Education
Columbia Business School 2012 — 2013
Master of Business Administration (MBA), Finance, General
Wesleyan University 2002 — 2006
BA, Government
Morehouse College
Steven Mastrovich Steven Mastrovich's UBS Investment Bank Experience 2014 - Present
Job Real Estate Investment Banking
Industry Investment Banking
Experience
UBS Investment Bank 2014 - Present
JPMorgan Chase & Co. 2000 - 2014
Education
Columbia Law School
Doctor of Law (J.D.), Law
Harvard University
Bachelor's degree, Economics and Government
UBS Investment Bank 2014 - Present
JPMorgan Chase & Co. 2000 - 2014
Education
Columbia Law School
Doctor of Law (J.D.), Law
Harvard University
Bachelor's degree, Economics and Government
Erika Karp Erika Karp's UBS Investment Bank Experience November 1999 - July 2013
Job Founder and CEO, Cornerstone Capital Inc.
Industry Financial Services
Experience
Cornerstone Capital Inc. August 2013 - Present
UBS November 1999 - July 2013
UBS Investment Bank November 1999 - July 2013
Credit Suisse First Boston June 1991 - November 1999
IBM Corporation 1985 - 1989
Skills
Strategy, Investments, Investment Banking, Portfolio Management, Asset Management, Equities, Investor Relations, Governance, Management, Capital Markets, Leadership, Fixed Income, Bloomberg, Financial Services, Valuation, Finance, Sales, Sustainability, Hedge Funds, Equity Research, Product Management, Investment Management, Consulting, Economics, Wealth Management, Corporate Social..., Research, Financial Modeling, Private Equity, Due Diligence, Securities, Corporate Finance, Series 7, Risk Management, Financial Analysis, Financial Markets, Alternative Investments
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance/Management
University of Pennsylvania - The Wharton School 1981 — 1985
BS Economics, Economics
Cornerstone Capital Inc. August 2013 - Present
UBS November 1999 - July 2013
UBS Investment Bank November 1999 - July 2013
Credit Suisse First Boston June 1991 - November 1999
IBM Corporation 1985 - 1989
Skills
Strategy, Investments, Investment Banking, Portfolio Management, Asset Management, Equities, Investor Relations, Governance, Management, Capital Markets, Leadership, Fixed Income, Bloomberg, Financial Services, Valuation, Finance, Sales, Sustainability, Hedge Funds, Equity Research, Product Management, Investment Management, Consulting, Economics, Wealth Management, Corporate Social..., Research, Financial Modeling, Private Equity, Due Diligence, Securities, Corporate Finance, Series 7, Risk Management, Financial Analysis, Financial Markets, Alternative Investments
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance/Management
University of Pennsylvania - The Wharton School 1981 — 1985
BS Economics, Economics
Peter Lee, CFA Peter Lee, CFA's UBS Investment Bank Experience May 2001 - August 2001
Job Equity Analyst Technology, Media & Telecom (TMT)
Industry Investment Management
Experience
Plough Penny Partners March 2010 - Present
Allen & Company April 2007 - December 2008
Merrill Lynch July 2002 - March 2007
UBS Investment Bank May 2001 - August 2001
McKinsey & Company May 1999 - May 2001
Skills
Equities, Corporate Finance, Mergers & Acquisitions, Equity Research, Hedge Funds, Bloomberg, Valuation, Financial Modeling, Capital Markets, Alternative Investments, Investments, Mergers, Industry Analysis, Financial Analysis, Business Valuation, Investment Banking, Due Diligence, Securities, Value Investing, Capital IQ, Bloomberg Terminal, Investment Advisory, Excel, HTML + CSS, JavaScript, jQuery, Ruby on Rails, Merchant Banking, Special Situations, MySQL, LAMP, PHP, R, Competitive Analysis
Education
Columbia Business School 2012 — 2012
Executive Education - Value Investing Program
Columbia University in the City of New York 1998 — 2002
BA
Mira Loma High School 1994 — 1998
Plough Penny Partners March 2010 - Present
Allen & Company April 2007 - December 2008
Merrill Lynch July 2002 - March 2007
UBS Investment Bank May 2001 - August 2001
McKinsey & Company May 1999 - May 2001
Skills
Equities, Corporate Finance, Mergers & Acquisitions, Equity Research, Hedge Funds, Bloomberg, Valuation, Financial Modeling, Capital Markets, Alternative Investments, Investments, Mergers, Industry Analysis, Financial Analysis, Business Valuation, Investment Banking, Due Diligence, Securities, Value Investing, Capital IQ, Bloomberg Terminal, Investment Advisory, Excel, HTML + CSS, JavaScript, jQuery, Ruby on Rails, Merchant Banking, Special Situations, MySQL, LAMP, PHP, R, Competitive Analysis
Education
Columbia Business School 2012 — 2012
Executive Education - Value Investing Program
Columbia University in the City of New York 1998 — 2002
BA
Mira Loma High School 1994 — 1998
Graham Johnson Graham Johnson's UBS Investment Bank Experience July 2011 - June 2013
Job Associate at Greenhill & Co.
Industry Investment Banking
Experience
Greenhill & Co. September 2015 - Present
Greenhill & Co. June 2014 - August 2014
UBS Investment Bank July 2011 - June 2013
UBS Investment Bank June 2010 - August 2010
Gottex Fund Management June 2009 - August 2009
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA) with Dean's Honors and Distinction
Columbia University in the City of New York 2007 — 2011
Bachelor of Science (BS), Operations Research
Greenhill & Co. September 2015 - Present
Greenhill & Co. June 2014 - August 2014
UBS Investment Bank July 2011 - June 2013
UBS Investment Bank June 2010 - August 2010
Gottex Fund Management June 2009 - August 2009
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA) with Dean's Honors and Distinction
Columbia University in the City of New York 2007 — 2011
Bachelor of Science (BS), Operations Research
Rob Cordell Rob Cordell's UBS Investment Bank Experience June 2000 - July 2003
Job Executive Director & Counsel at Mizuho Securities USA
Industry Law Practice
Experience
Amazon.com March 2009 - March 2010
Mizuho Securities USA Inc May 2008 - June 2008
Barclays Capital September 2004 - March 2008
Solo Practice August 2003 - August 2004
UBS Investment Bank June 2000 - July 2003
Mayer Brown October 1997 - May 2000
Thacher Proffitt & Wood August 1995 - September 1997
Skills
Corporate Law, Securities, Capital Markets, Corporate Governance, Licensing, Mergers, Securities Regulation, Derivatives, Private Equity, Legal Writing, Futures, Contract Negotiation, Intellectual Property, Debt, Litigation, Due Diligence, Corporate Finance, Employment Law, SaaS, AIA Documents, Commercial Contracts, Commodity, Negotiation, Private Placements, Investment Banking, Finance, Emerging Markets, Mergers & Acquisitions, Equities, Joint Ventures, Banking
Education
Columbia Law School 1992 — 1995
JD
Southern Methodist University 1988 — 1992
BS & BA
Plano Senior High School 1986 — 1988
Amazon.com March 2009 - March 2010
Mizuho Securities USA Inc May 2008 - June 2008
Barclays Capital September 2004 - March 2008
Solo Practice August 2003 - August 2004
UBS Investment Bank June 2000 - July 2003
Mayer Brown October 1997 - May 2000
Thacher Proffitt & Wood August 1995 - September 1997
Skills
Corporate Law, Securities, Capital Markets, Corporate Governance, Licensing, Mergers, Securities Regulation, Derivatives, Private Equity, Legal Writing, Futures, Contract Negotiation, Intellectual Property, Debt, Litigation, Due Diligence, Corporate Finance, Employment Law, SaaS, AIA Documents, Commercial Contracts, Commodity, Negotiation, Private Placements, Investment Banking, Finance, Emerging Markets, Mergers & Acquisitions, Equities, Joint Ventures, Banking
Education
Columbia Law School 1992 — 1995
JD
Southern Methodist University 1988 — 1992
BS & BA
Plano Senior High School 1986 — 1988
Stéphane Cedroni Stéphane Cedroni's UBS Investment Bank Experience May 2012 - August 2012
Job CEO at Stello
Industry Education Management
Experience
Stello January 2014 - Present
UBS Investment Bank May 2012 - August 2012
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2012 — 2013
Master of Science, Industrial Engineering
Ecole polytechnique 2009 — 2012
Bachelor of Engineering (B.Eng.), Applied Mathematics
Lycée Louis Le Grand 2003 — 2009
Classes Préparatoires - Baccalauréat, Mathematics and Physics
Stello January 2014 - Present
UBS Investment Bank May 2012 - August 2012
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2012 — 2013
Master of Science, Industrial Engineering
Ecole polytechnique 2009 — 2012
Bachelor of Engineering (B.Eng.), Applied Mathematics
Lycée Louis Le Grand 2003 — 2009
Classes Préparatoires - Baccalauréat, Mathematics and Physics
Lucas Xu's UBS Investment Bank Experience June 2014 - August 2014
Job Consultant, Distressed Debt and Asset Service Group at Deloitte
Industry Capital Markets
Experience
Deloitte January 2015 - Present
UBS Investment Bank June 2014 - August 2014
The M&A Advisor September 2013 - January 2014
CCB International Capital Limited 2013 - 2013
Hart House Investment Fund April 2012 - 2013
The Next 36 2012 - 2013
UBS Global Asset Management July 2012 - August 2012
RBC January 2012 - May 2012
University of Toronto January 2012 - 2012
PwC 2011 - 2011
Skills
Bloomberg, Financial Modeling, Valuation, Corporate Finance, Derivatives, Mandarin, Economics, Equities, Capital Markets, Equity Research, Capital IQ, Financial Analysis, Fixed Income, Investments, Financial Services
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2013 — 2014
Master of Science (M.S.)
University of Toronto - Rotman School of Management 2010 — 2013
B.Comm, Specialist in Finance & Economics
The University of Hong Kong 2011 — 2011
Exchange, Finance, General
Fudan University 2010 — 2010
Summer Exchange, Political Science and Government
University of Toronto - University of Trinity College 2010 — 2013
B.Comm, Specialist in Finance & Economics
Deloitte January 2015 - Present
UBS Investment Bank June 2014 - August 2014
The M&A Advisor September 2013 - January 2014
CCB International Capital Limited 2013 - 2013
Hart House Investment Fund April 2012 - 2013
The Next 36 2012 - 2013
UBS Global Asset Management July 2012 - August 2012
RBC January 2012 - May 2012
University of Toronto January 2012 - 2012
PwC 2011 - 2011
Skills
Bloomberg, Financial Modeling, Valuation, Corporate Finance, Derivatives, Mandarin, Economics, Equities, Capital Markets, Equity Research, Capital IQ, Financial Analysis, Fixed Income, Investments, Financial Services
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2013 — 2014
Master of Science (M.S.)
University of Toronto - Rotman School of Management 2010 — 2013
B.Comm, Specialist in Finance & Economics
The University of Hong Kong 2011 — 2011
Exchange, Finance, General
Fudan University 2010 — 2010
Summer Exchange, Political Science and Government
University of Toronto - University of Trinity College 2010 — 2013
B.Comm, Specialist in Finance & Economics
Anupam K. Palit, CFA's UBS Investment Bank Experience February 2004 - August 2006
Job Vice President of Finance and Strategy at Penton Media
Industry Media Production
Experience
Penton October 2012 - Present
GreenCrest Capital LLC March 2011 - September 2012
Evercore Partners July 2010 - March 2011
Jefferies August 2007 - July 2010
MESA Securities August 2006 - August 2007
UBS Investment Bank February 2004 - August 2006
TSX Group May 2002 - February 2004
Skills
Social Media, Investment Banking, Venture Capital, Equities, Equity Research, Financial Modeling, Corporate Finance, Corporate Development, Valuation, Capital Markets, Investor Relations, Financial Analysis, Investments, Business Valuation, DCF, Start-ups, Strategic Consulting, Finance, Strategy, Digital Media
Education
Columbia University - Columbia Business School
MBA
McGill University
Bachelor of Commerce
Penton October 2012 - Present
GreenCrest Capital LLC March 2011 - September 2012
Evercore Partners July 2010 - March 2011
Jefferies August 2007 - July 2010
MESA Securities August 2006 - August 2007
UBS Investment Bank February 2004 - August 2006
TSX Group May 2002 - February 2004
Skills
Social Media, Investment Banking, Venture Capital, Equities, Equity Research, Financial Modeling, Corporate Finance, Corporate Development, Valuation, Capital Markets, Investor Relations, Financial Analysis, Investments, Business Valuation, DCF, Start-ups, Strategic Consulting, Finance, Strategy, Digital Media
Education
Columbia University - Columbia Business School
MBA
McGill University
Bachelor of Commerce
Danielle Moten Danielle Moten's UBS Investment Bank Experience June 2009 - July 2009
Job BRAND MANAGER / SR MARKETING MANAGER | LUXURY, CPG, BEAUTY | SOCIAL MEDIA & TRADITIONAL MARKETING | P&L, BRAND STRATEGY
Industry Consumer Goods
Experience
Markeing and Brand Management Professional January 2015 - Present
L'Oréal February 2014 - December 2014
Mondelēz International August 2013 - December 2013
Mondelēz International January 2013 - August 2013
Mondelēz International December 2011 - January 2013
Campbell Soup Company September 2010 - November 2011
UBS Investment Bank June 2009 - July 2009
Weight Watchers 2005 - 2008
MKTG INC September 2003 - September 2005
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
The University of Texas at Austin 1999 — 2003
BA
Markeing and Brand Management Professional January 2015 - Present
L'Oréal February 2014 - December 2014
Mondelēz International August 2013 - December 2013
Mondelēz International January 2013 - August 2013
Mondelēz International December 2011 - January 2013
Campbell Soup Company September 2010 - November 2011
UBS Investment Bank June 2009 - July 2009
Weight Watchers 2005 - 2008
MKTG INC September 2003 - September 2005
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
The University of Texas at Austin 1999 — 2003
BA
Eli Silverman Eli Silverman's UBS Investment Bank Experience 2005 - 2006
Job Director at Z Capital Partners, L.L.C.
Industry Investment Management
Experience
Z Capital Partners, L.L.C. March 2015 - Present
The Blackstone Group May 2013 - March 2015
The Blackstone Group June 2012 - August 2012
Colony Capital November 2006 - July 2011
UBS Investment Bank 2005 - 2006
Skills
Private Equity
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
Duke University 2001 — 2005
BA, Economics
Z Capital Partners, L.L.C. March 2015 - Present
The Blackstone Group May 2013 - March 2015
The Blackstone Group June 2012 - August 2012
Colony Capital November 2006 - July 2011
UBS Investment Bank 2005 - 2006
Skills
Private Equity
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
Duke University 2001 — 2005
BA, Economics
Alex Johnson's UBS Investment Bank Experience June 2006 - May 2008
Job Chief Operating Officer at Acteris
Industry Hospital & Health Care
Experience
Acteris Inc. February 2015 - Present
diaDexus August 2014 - January 2015
Novartis May 2011 - January 2014
Novartis Vaccines and Diagnostics March 2009 - May 2011
Diagnostic Advisors, LLC July 2008 - February 2009
UBS Investment Bank June 2006 - May 2008
Celera Diagnostics / Applied Biosystems (Now Life Technologies) 2003 - 2006
Skills
Business Case, Corporate Development, Acquisition Integration, Venture Capital, Biotechnology, Competitive Intelligence, Start-ups, Corporate Finance, Business Development, Strategic Planning, Pharmaceutical Industry, Commercialization, Lifesciences, Oncology, Licensing, Market Analysis, Healthcare
Education
Columbia Business School 2001 — 2003
MBA
Union College 1992 — 1996
BA
Acteris Inc. February 2015 - Present
diaDexus August 2014 - January 2015
Novartis May 2011 - January 2014
Novartis Vaccines and Diagnostics March 2009 - May 2011
Diagnostic Advisors, LLC July 2008 - February 2009
UBS Investment Bank June 2006 - May 2008
Celera Diagnostics / Applied Biosystems (Now Life Technologies) 2003 - 2006
Skills
Business Case, Corporate Development, Acquisition Integration, Venture Capital, Biotechnology, Competitive Intelligence, Start-ups, Corporate Finance, Business Development, Strategic Planning, Pharmaceutical Industry, Commercialization, Lifesciences, Oncology, Licensing, Market Analysis, Healthcare
Education
Columbia Business School 2001 — 2003
MBA
Union College 1992 — 1996
BA
Brian Seryong Kang Brian Seryong Kang's UBS Investment Bank Experience September 2010 - December 2010
Job MBA
Industry Investment Management
Experience
Aktis Capital Advisory Ltd. January 2015 - April 2015
Standard Chartered Bank September 2011 - December 2014
IMM Private Equity December 2010 - February 2011
UBS Investment Bank September 2010 - December 2010
Skills
Valuation, Emerging Markets, Equities, Investments, Corporate Finance, Financial Analysis, Financial Modeling, Bloomberg
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Seoul National University 2004 — 2012
Business Administration and Management, General, Bachelor of Business Administration (B.B.A.)
The University of Queensland 2010 — 2010
International Finance, Exchange Student
Aktis Capital Advisory Ltd. January 2015 - April 2015
Standard Chartered Bank September 2011 - December 2014
IMM Private Equity December 2010 - February 2011
UBS Investment Bank September 2010 - December 2010
Skills
Valuation, Emerging Markets, Equities, Investments, Corporate Finance, Financial Analysis, Financial Modeling, Bloomberg
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Seoul National University 2004 — 2012
Business Administration and Management, General, Bachelor of Business Administration (B.B.A.)
The University of Queensland 2010 — 2010
International Finance, Exchange Student
Colin Riendeau Colin Riendeau's UBS Investment Bank Experience July 2010 - July 2015
Job Principal at Apollo Global Management LLC
Industry Investment Banking
Experience
Apollo Global Management LLC August 2015 - Present
UBS Investment Bank July 2010 - July 2015
Jefferies & Company July 2005 - May 2010
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Cornell University 2001 — 2005
Bachelor of Science (BS), Applied Economics
Apollo Global Management LLC August 2015 - Present
UBS Investment Bank July 2010 - July 2015
Jefferies & Company July 2005 - May 2010
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Cornell University 2001 — 2005
Bachelor of Science (BS), Applied Economics
Jason Canavan Jason Canavan's UBS Investment Bank Experience March 2014 - Present
Job Executive Director & Senior Counsel, Investment Banking Legal
Industry Law Practice
Experience
UBS Investment Bank March 2014 - Present
UBS Investment Bank July 2011 - February 2014
Cleary Gottlieb Steen & Hamilton LLP October 2007 - July 2011
Skills
German, Spanish, Private Equity, Capital Markets, Equities, Investment Banking, Restructuring, Equity Capital Markets, Mergers & Acquisitions, Corporate Governance, Corporate Law, Securities Regulation, Securities, Financial Structuring
Education
Columbia University School of Law 2004 — 2007
JD, Law
Cornell University 2000 — 2004
BA, Government, German Studies, Comparative Literature, Modern European Studies
Humboldt-Universität zu Berlin 2002 — 2003
Politikwissenschaft; Germanistik
The Haverford School 1987 — 2000
UBS Investment Bank March 2014 - Present
UBS Investment Bank July 2011 - February 2014
Cleary Gottlieb Steen & Hamilton LLP October 2007 - July 2011
Skills
German, Spanish, Private Equity, Capital Markets, Equities, Investment Banking, Restructuring, Equity Capital Markets, Mergers & Acquisitions, Corporate Governance, Corporate Law, Securities Regulation, Securities, Financial Structuring
Education
Columbia University School of Law 2004 — 2007
JD, Law
Cornell University 2000 — 2004
BA, Government, German Studies, Comparative Literature, Modern European Studies
Humboldt-Universität zu Berlin 2002 — 2003
Politikwissenschaft; Germanistik
The Haverford School 1987 — 2000
Chris Ng Chris Ng's UBS Investment Bank Experience 2007 - 2009
Job Investment Banking Finance Professional
Industry Venture Capital & Private Equity
Experience
JPMorgan Chase October 2012 - Present
Quad-C Management, Inc. August 2009 - October 2012
UBS Investment Bank 2007 - 2009
Skills
LBO, Investment Banking, Financial Modeling, Valuation, Private Equity, Corporate Finance, Leveraged Finance
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
University of Michigan 2004 — 2007
BBA, Finance and Accounting
JPMorgan Chase October 2012 - Present
Quad-C Management, Inc. August 2009 - October 2012
UBS Investment Bank 2007 - 2009
Skills
LBO, Investment Banking, Financial Modeling, Valuation, Private Equity, Corporate Finance, Leveraged Finance
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
University of Michigan 2004 — 2007
BBA, Finance and Accounting
Arzoo Bhusri's UBS Investment Bank Experience 2006 - 2008
Job Vice President at Minerva Management
Industry Real Estate
Experience
Minerva Management 2014 - Present
W.P. Carey 2013 - 2014
iStar Financial 2008 - 2013
UBS Investment Bank 2006 - 2008
UBS Investment Bank June 2005 - August 2005
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.), Entrepreneurship & Real Estate
Cornell University 2002 — 2006
B.S., Dyson Business Program - Applied Economics & Management
Manhasset High School 1998 — 2002
Minerva Management 2014 - Present
W.P. Carey 2013 - 2014
iStar Financial 2008 - 2013
UBS Investment Bank 2006 - 2008
UBS Investment Bank June 2005 - August 2005
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.), Entrepreneurship & Real Estate
Cornell University 2002 — 2006
B.S., Dyson Business Program - Applied Economics & Management
Manhasset High School 1998 — 2002
Bryan Cavalier Bryan Cavalier's UBS Investment Bank Experience September 2001 - August 2004
Job Managing Director at CIT Group
Industry Real Estate
Experience
CIT Group August 2015 - Present
OneWest Bank March 2012 - August 2015
Apollo Management 2010 - May 2012
Citi Property Investors August 2004 - December 2010
UBS Investment Bank September 2001 - August 2004
PwC September 1995 - July 1999
Skills
Real Estate Investment, Real Estate Finance, Real Estate Transactions, Real Estate Private..., Financial Structuring, Valuation, Asset Managment, Due Diligence, Mezzanine, Investments, Capital Markets, Investment Banking, Financial Modeling, Principal Investing, Loans, Portfolio Management, Joint Ventures, Corporate Finance, Real Estate, Loan Origination, Real Estate Economics, Commercial Mortgages, Asset Management, Investment Properties
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
Villanova University 1991 — 1995
BS, Accounting
CIT Group August 2015 - Present
OneWest Bank March 2012 - August 2015
Apollo Management 2010 - May 2012
Citi Property Investors August 2004 - December 2010
UBS Investment Bank September 2001 - August 2004
PwC September 1995 - July 1999
Skills
Real Estate Investment, Real Estate Finance, Real Estate Transactions, Real Estate Private..., Financial Structuring, Valuation, Asset Managment, Due Diligence, Mezzanine, Investments, Capital Markets, Investment Banking, Financial Modeling, Principal Investing, Loans, Portfolio Management, Joint Ventures, Corporate Finance, Real Estate, Loan Origination, Real Estate Economics, Commercial Mortgages, Asset Management, Investment Properties
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
Villanova University 1991 — 1995
BS, Accounting
James Crawford James Crawford's UBS Investment Bank Experience June 2006 - January 2008
Job Venture Capitalist & Entrepreneur
Industry Venture Capital & Private Equity
Experience
4490 Ventures May 2014 - Present
Return Path December 2012 - May 2014
Return Path August 2011 - December 2012
Charterhouse Group, Inc. July 2010 - September 2010
Townhill Capital Partners June 2009 - August 2009
TRIAD Capital Management LLC January 2007 - August 2008
UBS Investment Bank June 2006 - January 2008
Wachovia Securities, LLC June 2004 - February 2006
Skills
Venture Capital, Entrepreneurship, Start-ups, Financial Modeling, Mergers & Acquisitions, Strategy, Corporate Development, Business Development, Due Diligence, Wine, Negotiation, Private Equity, Business Strategy, Valuation, Financial Analysis, Strategic Partnerships, Competitive Analysis, Management, Analysis, Acquisitions, M&A experience, M&A Modeling, Product Management, Analytics, M&A execution, Cross-functional Team..., LBO, Strategic Consulting, SaaS, Finance
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance
Princeton University 1999 — 2004
BA, Religion
St. Mark's School 1997 — 1999
Diploma
Groton 1994 — 1997
4490 Ventures May 2014 - Present
Return Path December 2012 - May 2014
Return Path August 2011 - December 2012
Charterhouse Group, Inc. July 2010 - September 2010
Townhill Capital Partners June 2009 - August 2009
TRIAD Capital Management LLC January 2007 - August 2008
UBS Investment Bank June 2006 - January 2008
Wachovia Securities, LLC June 2004 - February 2006
Skills
Venture Capital, Entrepreneurship, Start-ups, Financial Modeling, Mergers & Acquisitions, Strategy, Corporate Development, Business Development, Due Diligence, Wine, Negotiation, Private Equity, Business Strategy, Valuation, Financial Analysis, Strategic Partnerships, Competitive Analysis, Management, Analysis, Acquisitions, M&A experience, M&A Modeling, Product Management, Analytics, M&A execution, Cross-functional Team..., LBO, Strategic Consulting, SaaS, Finance
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance
Princeton University 1999 — 2004
BA, Religion
St. Mark's School 1997 — 1999
Diploma
Groton 1994 — 1997
Andy Merrill Andy Merrill's UBS Investment Bank Experience 1996 - 1999
Job Senior Managing Director at Teneo Strategy
Industry Management Consulting
Experience
Teneo Strategy July 2011 - Present
Stamford Hospital System November 2009 - Present
Finsbury June 2006 - July 2011
Edelman November 2003 - May 2006
The Abernathy MacGregor Group 2000 - 2003
Sard Verbinnen & Co 1999 - 2000
UBS Investment Bank 1996 - 1999
The Bank of New York 1985 - 1996
Education
Columbia University - Columbia Business School 1990 — 1992
MBA
Trinity College-Hartford 1981 — 1985
BA
Hotchkiss 1979 — 1981
Teneo Strategy July 2011 - Present
Stamford Hospital System November 2009 - Present
Finsbury June 2006 - July 2011
Edelman November 2003 - May 2006
The Abernathy MacGregor Group 2000 - 2003
Sard Verbinnen & Co 1999 - 2000
UBS Investment Bank 1996 - 1999
The Bank of New York 1985 - 1996
Education
Columbia University - Columbia Business School 1990 — 1992
MBA
Trinity College-Hartford 1981 — 1985
BA
Hotchkiss 1979 — 1981
Gary Ciuba Gary Ciuba's UBS Investment Bank Experience June 1981 - June 1989
Job PresidentGSC Real Estate Investments, LLC
Industry Investment Management
Experience
GSC Real Estate Investments, LLC 2014 - Present
KeyBanc Capital Markets July 2011 - September 2013
Stephens Inc. September 1999 - May 2011
Arthur Andersen June 1989 - August 1999
UBS Investment Bank June 1981 - June 1989
Skills
Corporate Finance, Management, Logistics, Finance, Investment Banking, Valuation, Financial Modeling, Private Equity, Capital Markets, Mergers & Acquisitions, Financial Analysis, Due Diligence, Investments, Financial Structuring, M&A experience, Corporate Development, Venture Capital, Private Placements, Business Valuation
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance and Accounting
Rutgers College 1973 — 1977
BA, English Literature
GSC Real Estate Investments, LLC 2014 - Present
KeyBanc Capital Markets July 2011 - September 2013
Stephens Inc. September 1999 - May 2011
Arthur Andersen June 1989 - August 1999
UBS Investment Bank June 1981 - June 1989
Skills
Corporate Finance, Management, Logistics, Finance, Investment Banking, Valuation, Financial Modeling, Private Equity, Capital Markets, Mergers & Acquisitions, Financial Analysis, Due Diligence, Investments, Financial Structuring, M&A experience, Corporate Development, Venture Capital, Private Placements, Business Valuation
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance and Accounting
Rutgers College 1973 — 1977
BA, English Literature
Amitabh Passi's UBS Investment Bank Experience 2005 - 2009
Job Senior Research Analyst Communication Equipment and Technology Supply Chain
Industry Investment Banking
Experience
UBS March 2009 - Present
UBS Investment Bank 2005 - 2009
Nortel Networks November 1993 - February 2002
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
Georgia Institute of Technology
MSEE, Engineering
UBS March 2009 - Present
UBS Investment Bank 2005 - 2009
Nortel Networks November 1993 - February 2002
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
Georgia Institute of Technology
MSEE, Engineering
Gregory S. Munsell's UBS Investment Bank Experience 2002 - 2008
Job Finance & Corporate Development Executive | Identifying & Optimizing Opportunities to Build Businesses & Finance Change
Industry Financial Services
Experience
KeyBanc Capital Markets 2010 - 2012
Three Kings Capital 2009 - 2010
UBS Investment Bank 2002 - 2008
Morgan Stanley & Co. Incorporated 1996 - 2001
United States National Bank of Oregon 1991 - 1995
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Cornell University 1987 — 1991
BA, Economics
Brunswick School
Brunswick School
KeyBanc Capital Markets 2010 - 2012
Three Kings Capital 2009 - 2010
UBS Investment Bank 2002 - 2008
Morgan Stanley & Co. Incorporated 1996 - 2001
United States National Bank of Oregon 1991 - 1995
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Cornell University 1987 — 1991
BA, Economics
Brunswick School
Brunswick School
Denny Galindo's UBS Investment Bank Experience June 2010 - September 2013
Job
Industry Investment Management
Experience
Morgan Stanley September 2013 - Present
UBS Investment Bank June 2010 - September 2013
Gabelli Asset Management July 2007 - March 2009
Gabelli & Co., Inc. 2007 - March 2009
GAMCO Investors, Inc. 2007 - 2009
Oppenheimer Capital June 2006 - August 2006
Accenture March 2001 - 2005
Skills
Financial Modeling, Industry Analysis, Commodities, Accounting, Financial Reporting, Financial Analysis, Valuation, Forecasting, Corporate Finance, Equity Research, DCF, Due Diligence, Technical Analysis, Equity Valuation, Equities, Excel, Business Valuation, Fundamental Research, Investments, Value Investing, Bloomberg, Commodity, Microsoft Excel, Investment Banking, Portfolio Management, Emerging Markets, Asset Management, Financial Markets
Education
Columbia University - Columbia Business School 2005 — 2007
MBA
University of Texas 1996 — 2000
BS
Morgan Stanley September 2013 - Present
UBS Investment Bank June 2010 - September 2013
Gabelli Asset Management July 2007 - March 2009
Gabelli & Co., Inc. 2007 - March 2009
GAMCO Investors, Inc. 2007 - 2009
Oppenheimer Capital June 2006 - August 2006
Accenture March 2001 - 2005
Skills
Financial Modeling, Industry Analysis, Commodities, Accounting, Financial Reporting, Financial Analysis, Valuation, Forecasting, Corporate Finance, Equity Research, DCF, Due Diligence, Technical Analysis, Equity Valuation, Equities, Excel, Business Valuation, Fundamental Research, Investments, Value Investing, Bloomberg, Commodity, Microsoft Excel, Investment Banking, Portfolio Management, Emerging Markets, Asset Management, Financial Markets
Education
Columbia University - Columbia Business School 2005 — 2007
MBA
University of Texas 1996 — 2000
BS
Christian Mienert, CFA's UBS Investment Bank Experience 2007 - 2009
Job Vice President, M&A
Industry Investment Banking
Experience
The Valence Group (specialized M&A advisory firm ) 2009 - Present
UBS Investment Bank 2007 - 2009
JP Morgan June 2006 - August 2006
Otto 2002 - 2005
Talent Development 1998 - 2005
University of the Federal Armed Forces 1997 - 1998
German Military Service 1995 - 1996
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Concentration: Finance
Universität Hamburg 1996 — 2001
MA, Concentrations: Cognitive Science, Statistics, GPA: 3.7
The Valence Group (specialized M&A advisory firm ) 2009 - Present
UBS Investment Bank 2007 - 2009
JP Morgan June 2006 - August 2006
Otto 2002 - 2005
Talent Development 1998 - 2005
University of the Federal Armed Forces 1997 - 1998
German Military Service 1995 - 1996
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Concentration: Finance
Universität Hamburg 1996 — 2001
MA, Concentrations: Cognitive Science, Statistics, GPA: 3.7
Amit Govin's UBS Investment Bank Experience 2004 - 2006
Job Multifamily Real Estate & Hospitality Development, Investment & Management
Industry Real Estate
Experience
Sagewood Capital 2006 - Present
UBS Investment Bank 2004 - 2006
Skills
Asset Management, Asset Managment, Business Development, Business Strategy, Construction, Finance, Financial Analysis, Financial Modeling, Hospitality, Loans, Management, Mergers, Mergers, Negotiation, Real Estate, Risk Management, Strategic Planning, Structured Finance, Valuation, Mergers & Acquisitions
Education
Columbia University - Columbia Business School
MBA, Finance and Real Estate
Tulane University
BSM, Economics and Finance
Sagewood Capital 2006 - Present
UBS Investment Bank 2004 - 2006
Skills
Asset Management, Asset Managment, Business Development, Business Strategy, Construction, Finance, Financial Analysis, Financial Modeling, Hospitality, Loans, Management, Mergers, Mergers, Negotiation, Real Estate, Risk Management, Strategic Planning, Structured Finance, Valuation, Mergers & Acquisitions
Education
Columbia University - Columbia Business School
MBA, Finance and Real Estate
Tulane University
BSM, Economics and Finance
Arnold Kakuda's UBS Investment Bank Experience 2008 - 2012
Job Senior Credit Analyst Banking Sector at Bloomberg LP
Industry Investment Management
Experience
Bloomberg LP 2015 - Present
Google 2013 - 2014
UBS Investment Bank 2008 - 2012
Cowen and Company 2007 - 2008
Lehman Brothers 2003 - 2005
JP Morgan 2001 - 2003
Arthur Andersen LLP 1999 - 2001
Skills
Valuation, Equity Research, Financial Modeling, Equities, Capital Markets, Corporate Finance, Fixed Income, Bloomberg, Due Diligence, Credit Derivatives, Trading, Derivatives, DCF, Investment Banking, Investments, LBO, Mergers, Portfolio Management, Private Equity
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance, Management
Vassar College 1995 — 1999
BA, Economics
Bloomberg LP 2015 - Present
Google 2013 - 2014
UBS Investment Bank 2008 - 2012
Cowen and Company 2007 - 2008
Lehman Brothers 2003 - 2005
JP Morgan 2001 - 2003
Arthur Andersen LLP 1999 - 2001
Skills
Valuation, Equity Research, Financial Modeling, Equities, Capital Markets, Corporate Finance, Fixed Income, Bloomberg, Due Diligence, Credit Derivatives, Trading, Derivatives, DCF, Investment Banking, Investments, LBO, Mergers, Portfolio Management, Private Equity
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance, Management
Vassar College 1995 — 1999
BA, Economics
Shamik Chakraborty's UBS Investment Bank Experience September 2010 - June 2012
Job Strategic Finance Consultant
Industry Financial Services
Experience
UBS Investment Bank September 2010 - June 2012
Deutsche Bank 2008 - 2010
GE November 2002 - December 2006
TeleGea (Tech Startup) 2001 - 2002
Razorfish 1999 - 2001
Skills
Investment Banking, Mergers & Acquisitions, Emerging Markets, Private Placements, Corporate Development, Mergers, Telecommunications, Digital Media, Leveraged Finance, Venture Capital, IPO, Venture Financing, Financial Modeling, Valuation Modeling, Credit Analysis, LBO, Mobile Applications, Outdoor Advertising, SaaS, Strategic Financial..., Corporate FP&A, Due Diligence, Statistical Tools, Six Sigma, Spin-offs, Financial Audits, Contract Negotiation, Valuation, Private Equity, Corporate Finance, Board Presentations, Client Engagement, Client Relationship..., Mentoring, Internal Control..., Competitive Landscape, Market Sizing, Term Sheets, Competitive Analysis, Strategy, Strategic Planning, Cross-functional Team..., Financial Forecasting, Business Development, Start-ups, Business Strategy, Investments
Education
Columbia University - Columbia Business School 2007 — 2008
MBA (Honors), Finance
Indian Institute of Technology, Bombay
B. Tech, Computer Science
UBS Investment Bank September 2010 - June 2012
Deutsche Bank 2008 - 2010
GE November 2002 - December 2006
TeleGea (Tech Startup) 2001 - 2002
Razorfish 1999 - 2001
Skills
Investment Banking, Mergers & Acquisitions, Emerging Markets, Private Placements, Corporate Development, Mergers, Telecommunications, Digital Media, Leveraged Finance, Venture Capital, IPO, Venture Financing, Financial Modeling, Valuation Modeling, Credit Analysis, LBO, Mobile Applications, Outdoor Advertising, SaaS, Strategic Financial..., Corporate FP&A, Due Diligence, Statistical Tools, Six Sigma, Spin-offs, Financial Audits, Contract Negotiation, Valuation, Private Equity, Corporate Finance, Board Presentations, Client Engagement, Client Relationship..., Mentoring, Internal Control..., Competitive Landscape, Market Sizing, Term Sheets, Competitive Analysis, Strategy, Strategic Planning, Cross-functional Team..., Financial Forecasting, Business Development, Start-ups, Business Strategy, Investments
Education
Columbia University - Columbia Business School 2007 — 2008
MBA (Honors), Finance
Indian Institute of Technology, Bombay
B. Tech, Computer Science
Rami Turayhi's UBS Investment Bank Experience July 2005 - August 2006
Job Associate at Latham & Watkins
Industry Law Practice
Experience
Latham & Watkins October 2011 - Present
Overseas Private Investment Corporation April 2011 - September 2011
U.S. Department of State August 2010 - September 2011
UBS Investment Bank July 2005 - August 2006
Skills
International Relations, Cleantech, Renewable Energy, Energy, Mergers, Private Equity, Alternative Energy, Politics, Foreign Policy, Policy Analysis, Policy, Public Policy, International Law, Investment Banking, Investments, National Security, Strategic Communications, Mergers & Acquisitions, Economics, Corporate Law, Legal Research, Legal Writing, Finance, Emerging Markets
Education
Columbia University School of Law 2007 — 2010
JD, Law
Georgetown University 2003 — 2005
MA, Arab Studies (Politics/Economics)
Georgetown University 2000 — 2004
BS, Foreign Service (International Politics)
Loyola Academy 1996 — 2000
Latham & Watkins October 2011 - Present
Overseas Private Investment Corporation April 2011 - September 2011
U.S. Department of State August 2010 - September 2011
UBS Investment Bank July 2005 - August 2006
Skills
International Relations, Cleantech, Renewable Energy, Energy, Mergers, Private Equity, Alternative Energy, Politics, Foreign Policy, Policy Analysis, Policy, Public Policy, International Law, Investment Banking, Investments, National Security, Strategic Communications, Mergers & Acquisitions, Economics, Corporate Law, Legal Research, Legal Writing, Finance, Emerging Markets
Education
Columbia University School of Law 2007 — 2010
JD, Law
Georgetown University 2003 — 2005
MA, Arab Studies (Politics/Economics)
Georgetown University 2000 — 2004
BS, Foreign Service (International Politics)
Loyola Academy 1996 — 2000
David Schwarz's UBS Investment Bank Experience July 2010 - June 2013
Job Director at Alliance Partners, LLC
Industry Financial Services
Experience
Alliance Partners, LLC June 2013 - Present
UBS Investment Bank July 2010 - June 2013
Columbia Business School July 2008 - May 2010
LECG, LLC August 2004 - July 2008
PricewaterhouseCoopers August 2002 - July 2004
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance
University of Virginia 1998 — 2002
BS, Finance and Accounting (McIntire School of Commerce)
Alliance Partners, LLC June 2013 - Present
UBS Investment Bank July 2010 - June 2013
Columbia Business School July 2008 - May 2010
LECG, LLC August 2004 - July 2008
PricewaterhouseCoopers August 2002 - July 2004
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance
University of Virginia 1998 — 2002
BS, Finance and Accounting (McIntire School of Commerce)
Janine Shelffo's UBS Investment Bank Experience October 2008 - Present
Job
Industry Investment Banking
Experience
UBS Investment Bank October 2008 - Present
Lehman Brothers August 2004 - October 2008
Credit Suisse First Boston December 2000 - August 2004
Donaldson, Lufkin & Jenrette August 1995 - December 2000
Drexel Burnham Lambert 1989 - 1990
Education
Columbia University - Columbia Business School 1994 — 1995
MBA
Georgetown University 1985 — 1989
BS
UBS Investment Bank October 2008 - Present
Lehman Brothers August 2004 - October 2008
Credit Suisse First Boston December 2000 - August 2004
Donaldson, Lufkin & Jenrette August 1995 - December 2000
Drexel Burnham Lambert 1989 - 1990
Education
Columbia University - Columbia Business School 1994 — 1995
MBA
Georgetown University 1985 — 1989
BS
Bill Gassman's UBS Investment Bank Experience January 2005 - March 2006
Job Executive Director at Morgan Stanley Credit Partners
Industry Financial Services
Experience
Morgan Stanley Credit Partners October 2012 - Present
Kohlberg Capital Corporation May 2011 - October 2012
Falcon Investment Advisors 2006 - May 2011
UBS Investment Bank January 2005 - March 2006
CIBC World Markets 2001 - 2005
OSG 1996 - 1999
Skills
LBO, Finance, Mezzanine, Recapitalizations, Growth Capital, Capital, Acquisitions, Middle Market, Credit, Mutual Funds, Management, Private Equity, Investment Banking, Capital Markets, Valuation
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
Massachusetts Institute of Technology 1995 — 1996
SM, Ocean Systems Management
Webb Institute of Naval Architecture 1990 — 1994
BS, Naval Architecture
Oratory Prep 1986 — 1990
Morgan Stanley Credit Partners October 2012 - Present
Kohlberg Capital Corporation May 2011 - October 2012
Falcon Investment Advisors 2006 - May 2011
UBS Investment Bank January 2005 - March 2006
CIBC World Markets 2001 - 2005
OSG 1996 - 1999
Skills
LBO, Finance, Mezzanine, Recapitalizations, Growth Capital, Capital, Acquisitions, Middle Market, Credit, Mutual Funds, Management, Private Equity, Investment Banking, Capital Markets, Valuation
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
Massachusetts Institute of Technology 1995 — 1996
SM, Ocean Systems Management
Webb Institute of Naval Architecture 1990 — 1994
BS, Naval Architecture
Oratory Prep 1986 — 1990
Wilson Au's UBS Investment Bank Experience July 1998 - March 2015
Job Finance Executive: Portfolio Management, Fixed Income Trading, Structured Products, Derivatives
Industry Financial Services
Experience
UBS Investment Bank July 1998 - March 2015
Skills
Structured Products, Bloomberg, Finance Executive, Portfolio Management, Fixed Income Trading, Derivatives, Financial Engineering, Quantitative Analysis, Risk Management, Hedging, Staff Development, Programming Languages, Intex, ABS, VBA, Investment Banking, Fixed Income, Hedge Funds, Trading Systems, Structured Finance, Equity Derivatives, Capital Markets, Credit Derivatives, Finance, Valuation
Education
Columbia Engineering 1989 — 1993
Bachelor’s Degree, Computer Science
UBS Investment Bank July 1998 - March 2015
Skills
Structured Products, Bloomberg, Finance Executive, Portfolio Management, Fixed Income Trading, Derivatives, Financial Engineering, Quantitative Analysis, Risk Management, Hedging, Staff Development, Programming Languages, Intex, ABS, VBA, Investment Banking, Fixed Income, Hedge Funds, Trading Systems, Structured Finance, Equity Derivatives, Capital Markets, Credit Derivatives, Finance, Valuation
Education
Columbia Engineering 1989 — 1993
Bachelor’s Degree, Computer Science
Larcenia (Larcy) Cooper's UBS Investment Bank Experience 2003 - 2005
Job Associate at Alston & Bird LLP
Industry Law Practice
Experience
Alston & Bird LLP September 2012 - Present
Columbia Law School September 2009 - May 2012
Columbia Business School April 2006 - July 2009
UBS Investment Bank 2003 - 2005
Education
Columbia Law School 2009 — 2012
Doctor of Law (J.D.)
Smith College 2000 — 2003
BA, Economics
Hunter College High School
Alston & Bird LLP September 2012 - Present
Columbia Law School September 2009 - May 2012
Columbia Business School April 2006 - July 2009
UBS Investment Bank 2003 - 2005
Education
Columbia Law School 2009 — 2012
Doctor of Law (J.D.)
Smith College 2000 — 2003
BA, Economics
Hunter College High School
Ashu Shukla's UBS Investment Bank Experience October 2000 - February 2002
Job Director at Citigroup
Industry Financial Services
Experience
Citigroup January 2011 - Present
Citi January 2007 - December 2010
Citi October 2005 - December 2007
Citigroup Private Bank 2002 - 2005
UBS Investment Bank October 2000 - February 2002
Goldman Sachs October 1997 - September 2000
Skills
Options, Business Analysis, Foreign Exchange, Structured Finance, Derivatives, Financial Markets, Interest Rate..., Trading, Investment Banking, Financial Modeling, Equities, FX Options, Capital Markets, Structured Products, Fixed Income, Operational Risk, Mergers & Acquisitions, Hedge Funds, Risk Management, Portfolio Management, Financial Risk, Hedging, Finance
Education
Columbia University - Columbia Business School 1998 — 2000
University of Mysore 1989 — 1993
Bachelor of Engineering, Computer Science and Engineering
Demonstration Multi Purpose School (DMS) 1986 — 1988
Citigroup January 2011 - Present
Citi January 2007 - December 2010
Citi October 2005 - December 2007
Citigroup Private Bank 2002 - 2005
UBS Investment Bank October 2000 - February 2002
Goldman Sachs October 1997 - September 2000
Skills
Options, Business Analysis, Foreign Exchange, Structured Finance, Derivatives, Financial Markets, Interest Rate..., Trading, Investment Banking, Financial Modeling, Equities, FX Options, Capital Markets, Structured Products, Fixed Income, Operational Risk, Mergers & Acquisitions, Hedge Funds, Risk Management, Portfolio Management, Financial Risk, Hedging, Finance
Education
Columbia University - Columbia Business School 1998 — 2000
University of Mysore 1989 — 1993
Bachelor of Engineering, Computer Science and Engineering
Demonstration Multi Purpose School (DMS) 1986 — 1988
Craig Searle's UBS Investment Bank Experience 2012 - Present
Job Associate at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank 2012 - Present
NERA Economic Consulting 2006 - 2010
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (MBA)
University of Rochester 2001 — 2006
Bachelor of Arts (BA), Economics
UBS Investment Bank 2012 - Present
NERA Economic Consulting 2006 - 2010
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (MBA)
University of Rochester 2001 — 2006
Bachelor of Arts (BA), Economics
Holly Sheffield's UBS Investment Bank Experience December 2009 - Present
Job Managing Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank December 2009 - Present
Credit Suisse November 2000 - December 2009
Donaldson, Lufkin & Jenrette Securities Corp. 1996 - 2001
Donaldson, Lufkin & Jenrette August 1997 - October 2000
Nat West August 1992 - August 1995
NatWest Markets 1992 - 1995
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
Cornell University 1988 — 1992
The Dyson School
RCS
UBS Investment Bank December 2009 - Present
Credit Suisse November 2000 - December 2009
Donaldson, Lufkin & Jenrette Securities Corp. 1996 - 2001
Donaldson, Lufkin & Jenrette August 1997 - October 2000
Nat West August 1992 - August 1995
NatWest Markets 1992 - 1995
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
Cornell University 1988 — 1992
The Dyson School
RCS
Bui Ho Tjhin's UBS Investment Bank Experience June 2000 - April 2004
Job at
Industry Financial Services
Experience
--- AnalystMarco Polo New World.2004 - Present
UBS Investment Bank June 2000 - April 2004
Skills
Equities, Capital Markets, Derivatives, Trading, Investment Banking, Emerging Markets, Fixed Income, Financial Modeling, Corporate Finance, Hedge Funds, Bloomberg, Equity Trading, Securities, Options, Financial Markets, Trading Systems, Portfolio Management, Valuation, Investments, Asset Management, Financial Analysis, Electronic Trading, Private Equity, Alternative Investments
Education
Columbia Engineering 1998 — 2000
MS, IEOR & Financial Engineering
--- AnalystMarco Polo New World.2004 - Present
UBS Investment Bank June 2000 - April 2004
Skills
Equities, Capital Markets, Derivatives, Trading, Investment Banking, Emerging Markets, Fixed Income, Financial Modeling, Corporate Finance, Hedge Funds, Bloomberg, Equity Trading, Securities, Options, Financial Markets, Trading Systems, Portfolio Management, Valuation, Investments, Asset Management, Financial Analysis, Electronic Trading, Private Equity, Alternative Investments
Education
Columbia Engineering 1998 — 2000
MS, IEOR & Financial Engineering
David Bonita's UBS Investment Bank Experience September 1997 - February 1998
Job Private Equity Partner at OrbiMed Advisors
Industry Venture Capital & Private Equity
Experience
OrbiMed Advisors June 2013 - Present
OrbiMed Advisors December 2007 - June 2013
OrbiMed Advisors June 2004 - December 2007
Morgan Stanley February 1998 - July 1999
UBS Investment Bank September 1997 - February 1998
Skills
Venture Capital, Private Equity, Financial Modeling, Due Diligence, Valuation
Education
Columbia University - Columbia Business School 2003 — 2004
MBA
Columbia University College of Physicians and Surgeons 1999 — 2004
MD
Harvard University 1993 — 1997
BA, Biology
OrbiMed Advisors June 2013 - Present
OrbiMed Advisors December 2007 - June 2013
OrbiMed Advisors June 2004 - December 2007
Morgan Stanley February 1998 - July 1999
UBS Investment Bank September 1997 - February 1998
Skills
Venture Capital, Private Equity, Financial Modeling, Due Diligence, Valuation
Education
Columbia University - Columbia Business School 2003 — 2004
MBA
Columbia University College of Physicians and Surgeons 1999 — 2004
MD
Harvard University 1993 — 1997
BA, Biology
Cara Majeski's UBS Investment Bank Experience 2005 - 2007
Job Consultant at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates August 2012 - Present
Global Business Coalition on HIV/AIDS, Tuberculosis, and Malaria August 2009 - July 2010
Catterton Partners July 2007 - July 2009
UBS Investment Bank 2005 - 2007
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Financial Analysis, Due Diligence, Investments, Mergers, Strategy, Bloomberg, Microsoft Excel, Capital Markets, Microsoft Office, Business Strategy
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Investing
Wellesley College 2001 — 2005
Bachelor of Arts (B.A.), History, Classics
Tenafly High School
Cambridge Associates August 2012 - Present
Global Business Coalition on HIV/AIDS, Tuberculosis, and Malaria August 2009 - July 2010
Catterton Partners July 2007 - July 2009
UBS Investment Bank 2005 - 2007
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Financial Analysis, Due Diligence, Investments, Mergers, Strategy, Bloomberg, Microsoft Excel, Capital Markets, Microsoft Office, Business Strategy
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Investing
Wellesley College 2001 — 2005
Bachelor of Arts (B.A.), History, Classics
Tenafly High School
James Gerhart's UBS Investment Bank Experience February 2006 - June 2008
Job Chief Financial and Operating Officer at 1800Accountant
Industry Financial Services
Experience
1800Accountant April 2015 - Present
Bank of America June 2008 - April 2015
Fordham University - Graduate School of Business Administration September 2014 - December 2014
UBS Investment Bank February 2006 - June 2008
Deutsche Bank August 2003 - February 2006
Economists Incorporated June 1999 - June 2001
Skills
Rates, Fixed Income, Currency, Capital Markets, Derivatives, Financial Modeling, Valuation, Finance, Corporate Finance, Investment Banking, Financial Analysis, Equities, Mergers & Acquisitions, Portfolio Management
Education
Columbia University - Columbia Business School 2002 — 2003
MBA, Finance
Dartmouth College 1995 — 1999
B.A., Economics
1800Accountant April 2015 - Present
Bank of America June 2008 - April 2015
Fordham University - Graduate School of Business Administration September 2014 - December 2014
UBS Investment Bank February 2006 - June 2008
Deutsche Bank August 2003 - February 2006
Economists Incorporated June 1999 - June 2001
Skills
Rates, Fixed Income, Currency, Capital Markets, Derivatives, Financial Modeling, Valuation, Finance, Corporate Finance, Investment Banking, Financial Analysis, Equities, Mergers & Acquisitions, Portfolio Management
Education
Columbia University - Columbia Business School 2002 — 2003
MBA, Finance
Dartmouth College 1995 — 1999
B.A., Economics
Diane Yang's UBS Investment Bank Experience September 2009 - Present
Job Director at UBS
Industry Banking
Experience
UBS Investment Bank September 2009 - Present
UBS Investment Bank June 2008 - August 2008
BNP Paribas Securities Services February 2005 - June 2007
Education
Columbia University - Columbia Business School 2007 — 2009
UBS Investment Bank September 2009 - Present
UBS Investment Bank June 2008 - August 2008
BNP Paribas Securities Services February 2005 - June 2007
Education
Columbia University - Columbia Business School 2007 — 2009
Anne Tobe Epstein's UBS Investment Bank Experience August 2004 - May 2008
Job Managing Member at 893 Bergen LLC
Industry Commercial Real Estate
Experience
893 Bergen LLC 2013 - Present
Parkstone Associates June 2008 - Present
Pelham Preservation Society 2006 - 2009
UBS Investment Bank August 2004 - May 2008
GE Asset Management January 2003 - August 2004
GE 2003 - 2004
Parkstone Associates January 1991 - December 2002
Skills
Real Estate Economics, Loans, Investments, Due Diligence, Valuation, Risk Management, Mergers & Acquisitions, Real Estate
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Finance
University of Pennsylvania 1973 — 1976
B.A., Archaeology
Wellesley College 1971 — 1973
Archaeology
St. Georges School
893 Bergen LLC 2013 - Present
Parkstone Associates June 2008 - Present
Pelham Preservation Society 2006 - 2009
UBS Investment Bank August 2004 - May 2008
GE Asset Management January 2003 - August 2004
GE 2003 - 2004
Parkstone Associates January 1991 - December 2002
Skills
Real Estate Economics, Loans, Investments, Due Diligence, Valuation, Risk Management, Mergers & Acquisitions, Real Estate
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Finance
University of Pennsylvania 1973 — 1976
B.A., Archaeology
Wellesley College 1971 — 1973
Archaeology
St. Georges School
Alec Savchenko's UBS Investment Bank Experience August 2005 - March 2013
Job Managing Director, Founding Partner at Three Keys Capital Advisors, LLC
Industry Investment Banking
Experience
Three Keys Capital Advisors, LLC June 2013 - Present
UBS Investment Bank August 2005 - March 2013
PwC Consulting 1998 - 2003
Skills
Investment Banking, Valuation, Mergers & Acquisitions, Cross-border..., Natural Resources, Financial Analysis, Due Diligence, Financial Structuring, Finance
Education
Columbia University - Columbia Business School
St. Olaf College 1994 — 1998
BA, Economics, Political Science
Three Keys Capital Advisors, LLC June 2013 - Present
UBS Investment Bank August 2005 - March 2013
PwC Consulting 1998 - 2003
Skills
Investment Banking, Valuation, Mergers & Acquisitions, Cross-border..., Natural Resources, Financial Analysis, Due Diligence, Financial Structuring, Finance
Education
Columbia University - Columbia Business School
St. Olaf College 1994 — 1998
BA, Economics, Political Science
Dean Kim's UBS Investment Bank Experience 2002 - 2005
Job CFO at JIOS Aerogel Limited
Industry Nanotechnology
Experience
JIOS Aerogel Limited 2012 - 2014
BNP Paribas 2007 - 2011
Lehman Brothers 2005 - 2007
UBS Investment Bank 2002 - 2005
Deloitte Consulting 1990 - 2002
Acumen Capital Partners 2000 - 2001
Skills
Portfolio Management, Financial Modeling, Valuation, Equities, Corporate Finance, Capital Markets, Private Equity, Equity Research, Investment Banking, Emerging Markets, Venture Capital, Alternative Investments, Fixed Income, Corporate Development, Derivatives, Financial Markets, IPO, Investor Relations, Due Diligence, Equity Valuation
Education
Columbia University - Columbia Business School
MBA, Finance
Yale University
BS, Engineering
JIOS Aerogel Limited 2012 - 2014
BNP Paribas 2007 - 2011
Lehman Brothers 2005 - 2007
UBS Investment Bank 2002 - 2005
Deloitte Consulting 1990 - 2002
Acumen Capital Partners 2000 - 2001
Skills
Portfolio Management, Financial Modeling, Valuation, Equities, Corporate Finance, Capital Markets, Private Equity, Equity Research, Investment Banking, Emerging Markets, Venture Capital, Alternative Investments, Fixed Income, Corporate Development, Derivatives, Financial Markets, IPO, Investor Relations, Due Diligence, Equity Valuation
Education
Columbia University - Columbia Business School
MBA, Finance
Yale University
BS, Engineering
Alarice Lacanlale's UBS Investment Bank Experience 2003 - 2005
Job Director, Strategy and Business Development at Concentric Industries (USA)
Industry Import and Export
Experience
Concentric Industries (USA) Sr. Analyst, FinanceLuxottica GroupNovember 2009 - February 2011
Elie Tahari September 2008 - December 2008
Catherine Sadler Group June 2008 - August 2008
Chanel January 2008 - May 2008
ZipRealty 2005 - 2007
UBS Investment Bank 2003 - 2005
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
Stanford University 1998 — 2002
BA, International Relations, Economics
Concentric Industries (USA) Sr. Analyst, FinanceLuxottica GroupNovember 2009 - February 2011
Elie Tahari September 2008 - December 2008
Catherine Sadler Group June 2008 - August 2008
Chanel January 2008 - May 2008
ZipRealty 2005 - 2007
UBS Investment Bank 2003 - 2005
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
Stanford University 1998 — 2002
BA, International Relations, Economics
Hillary Schafer's UBS Investment Bank Experience July 2001 - July 2009
Job Executive Director
Industry Nonprofit Organization Management
Experience
Jefferson Awards for Public Service September 2013 - Present
Citigroup September 2009 - March 2012
UBS Investment Bank July 2001 - July 2009
Economic Security 2000 October 1995 - June 1999
Skills
Equities, Hedge Funds, Investment Banking, Equity Research, Series 7, Capital Markets, Valuation, Fixed Income, Financial Modeling, Alternative Investments, Investments, Corporate Finance, Private Equity, Series 63, Trading Systems
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
Middlebury College 1991 — 1995
BA, English, Art History
Jefferson Awards for Public Service September 2013 - Present
Citigroup September 2009 - March 2012
UBS Investment Bank July 2001 - July 2009
Economic Security 2000 October 1995 - June 1999
Skills
Equities, Hedge Funds, Investment Banking, Equity Research, Series 7, Capital Markets, Valuation, Fixed Income, Financial Modeling, Alternative Investments, Investments, Corporate Finance, Private Equity, Series 63, Trading Systems
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
Middlebury College 1991 — 1995
BA, English, Art History
Dickerson Miles's UBS Investment Bank Experience 2004 - 2008
Job Vice President, COO Technology Management Services at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2012 - Present
Goldman Sachs March 2010 - Present
MF Global August 2009 - March 2010
UBS 2000 - 2009
UBS Investment Bank 2004 - 2008
UBS Investment Bank 2001 - 2004
PaineWebber 2000 - 2001
Bankers Trust / Deutsche Bank 1998 - 2000
BT Alex Brown 1998 - 2000
Deloitte Consulting 1991 - 1998
Skills
Program Management, Outsourcing, Strategy, Management Consulting, IT Strategy, Investment Banking, Governance, Business Process..., Management, Change Management, Project Portfolio..., Business Analysis, SDLC, Risk Management, Offshoring, PMO, Leadership, Business Strategy, Business Transformation, Executive Management, Financial Services, Integration, Managerial Finance, IT Management, Portfolio Management
Education
Columbia University - Columbia Business School 1994 — 1996
MBA
Indiana University Bloomington 1983 — 1988
BS
Goldman Sachs July 2012 - Present
Goldman Sachs March 2010 - Present
MF Global August 2009 - March 2010
UBS 2000 - 2009
UBS Investment Bank 2004 - 2008
UBS Investment Bank 2001 - 2004
PaineWebber 2000 - 2001
Bankers Trust / Deutsche Bank 1998 - 2000
BT Alex Brown 1998 - 2000
Deloitte Consulting 1991 - 1998
Skills
Program Management, Outsourcing, Strategy, Management Consulting, IT Strategy, Investment Banking, Governance, Business Process..., Management, Change Management, Project Portfolio..., Business Analysis, SDLC, Risk Management, Offshoring, PMO, Leadership, Business Strategy, Business Transformation, Executive Management, Financial Services, Integration, Managerial Finance, IT Management, Portfolio Management
Education
Columbia University - Columbia Business School 1994 — 1996
MBA
Indiana University Bloomington 1983 — 1988
BS
Ken Chapman's UBS Investment Bank Experience 1998 - 2003
Job Managing Director for Bridgewater Associates at BNY Mellon
Industry Investment Management
Experience
BNY Mellon December 2011 - Present
Bridgewater Associates May 2008 - March 2012
Banc of America Securities 2005 - 2008
JP Morgan 2003 - 2005
UBS Investment Bank 1998 - 2003
US Army June 1990 - July 1998
Skills
Asset Management, Business Analysis, Capital Markets, Derivatives, Disaster Recovery, Electronic Trading, Equities, Fixed Income, Hedge Funds, IT Management, IT Service Management, IT Strategy, Investment Banking, Management, Portfolio Management, Project Management, Risk Management, Service Delivery, Service Management, Trading Systems, Vendor Management
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
United States Military Academy at West Point 1986 — 1990
BS, Economics/Mathematics
BNY Mellon December 2011 - Present
Bridgewater Associates May 2008 - March 2012
Banc of America Securities 2005 - 2008
JP Morgan 2003 - 2005
UBS Investment Bank 1998 - 2003
US Army June 1990 - July 1998
Skills
Asset Management, Business Analysis, Capital Markets, Derivatives, Disaster Recovery, Electronic Trading, Equities, Fixed Income, Hedge Funds, IT Management, IT Service Management, IT Strategy, Investment Banking, Management, Portfolio Management, Project Management, Risk Management, Service Delivery, Service Management, Trading Systems, Vendor Management
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
United States Military Academy at West Point 1986 — 1990
BS, Economics/Mathematics
Jaissy Lorenzo, CFA's UBS Investment Bank Experience January 2007 - June 2007
Job Associate Corporate Ratings at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's March 2014 - Present
Altura Capita Group, LLC June 2012 - August 2012
Fitch Ratings July 2008 - August 2011
Fitch Ratings July 2007 - June 2008
UBS Investment Bank January 2007 - June 2007
New York State Housing Finance Agency/State of New York Mortgage Agency June 2006 - January 2007
Skills
Bloomberg, Fixed Income, Capital Markets, Valuation, Financial Modeling, Investment Banking, DCF, CDO, Structured Finance, Bonds, Asset Managment, Hedge Funds, Investments, Credit Analysis, Finance, Credit Risk, Asset Management
Education
Columbia Business School 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
Pace University 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General, 3.95
Standard & Poor's March 2014 - Present
Altura Capita Group, LLC June 2012 - August 2012
Fitch Ratings July 2008 - August 2011
Fitch Ratings July 2007 - June 2008
UBS Investment Bank January 2007 - June 2007
New York State Housing Finance Agency/State of New York Mortgage Agency June 2006 - January 2007
Skills
Bloomberg, Fixed Income, Capital Markets, Valuation, Financial Modeling, Investment Banking, DCF, CDO, Structured Finance, Bonds, Asset Managment, Hedge Funds, Investments, Credit Analysis, Finance, Credit Risk, Asset Management
Education
Columbia Business School 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
Pace University 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General, 3.95
Jenny Stewart's UBS Investment Bank Experience October 2009 - August 2012
Job Corporate Counsel and VP of Human Resources at TestAmerica
Industry Environmental Services
Experience
TestAmerica January 2014 - Present
TestAmerica October 2012 - Present
UBS Investment Bank October 2009 - August 2012
Paul, Hastings, Janofsky & Walker LLP August 2004 - October 2009
Cravath, Swaine & Moore LLP September 2001 - August 2004
U.S. District Court September 1999 - August 2001
Mocatta Metals 1979 - 1981
Skills
Employment Law
Education
Columbia Law School 1997 — 1999
JD, Law
TestAmerica January 2014 - Present
TestAmerica October 2012 - Present
UBS Investment Bank October 2009 - August 2012
Paul, Hastings, Janofsky & Walker LLP August 2004 - October 2009
Cravath, Swaine & Moore LLP September 2001 - August 2004
U.S. District Court September 1999 - August 2001
Mocatta Metals 1979 - 1981
Skills
Employment Law
Education
Columbia Law School 1997 — 1999
JD, Law
Sweta Vasudevan's UBS Investment Bank Experience November 2008 - July 2010
Job Strategic Consultant at Intersection
Industry Information Technology and Services
Experience
Intersection September 2015 - Present
Barclays Capital July 2010 - September 2015
UBS Investment Bank November 2008 - July 2010
UBS Investment Bank February 2007 - February 2009
UBS Investment Bank June 2006 - August 2006
Idea Labs, Renaissance InfoTech August 2003 - February 2004
Skills
Market Data, Commodity, Financial Services, Spring, Java, Trading Systems, Equities, SQL, Agile Methodologies, Unix, Derivatives, Multithreading, Java Enterprise Edition, Hibernate, Project Management, Product Delivery, Business Analysis, Credit Derivatives, Requirements Analysis, Trading, Design Thinking
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2005 — 2006
MS, Computer Science
Osmania University 2000 — 2004
BE, CSE
Intersection September 2015 - Present
Barclays Capital July 2010 - September 2015
UBS Investment Bank November 2008 - July 2010
UBS Investment Bank February 2007 - February 2009
UBS Investment Bank June 2006 - August 2006
Idea Labs, Renaissance InfoTech August 2003 - February 2004
Skills
Market Data, Commodity, Financial Services, Spring, Java, Trading Systems, Equities, SQL, Agile Methodologies, Unix, Derivatives, Multithreading, Java Enterprise Edition, Hibernate, Project Management, Product Delivery, Business Analysis, Credit Derivatives, Requirements Analysis, Trading, Design Thinking
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2005 — 2006
MS, Computer Science
Osmania University 2000 — 2004
BE, CSE
Aaron Jaffe's UBS Investment Bank Experience 2001 - 2008
Job Senior Vice President Real Estate Finance Credit Risk Control at Helaba Landesbank HessenThuringen
Industry Commercial Real Estate
Experience
Helaba - Landesbank Hessen-Thuringen December 2008 - Present
UBS Investment Bank 2001 - 2008
Fitch Ratings 1999 - 2001
Landauer Associates 1996 - 1999
Chemical Bank 1994 - 1996
Tishman Construction Company 1986 - 1993
Education
Columbia University - Columbia Business School 1993 — 1994
MBA, Finance
Columbia Engineering 1984 — 1986
BS, Civil Engineering
Columbia University in the City of New York 1981 — 1985
BA
Helaba - Landesbank Hessen-Thuringen December 2008 - Present
UBS Investment Bank 2001 - 2008
Fitch Ratings 1999 - 2001
Landauer Associates 1996 - 1999
Chemical Bank 1994 - 1996
Tishman Construction Company 1986 - 1993
Education
Columbia University - Columbia Business School 1993 — 1994
MBA, Finance
Columbia Engineering 1984 — 1986
BS, Civil Engineering
Columbia University in the City of New York 1981 — 1985
BA
Coleman Shear's UBS Investment Bank Experience December 2011 - February 2012
Job Analyst Global Commodities at Citi
Industry Financial Services
Experience
Citi June 2013 - June 2015
Barclays Capital June 2012 - August 2012
UBS Investment Bank December 2011 - February 2012
Project Better Place June 2008 - September 2008
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
Dartmouth College 2009 — 2013
BA, Economics
Kent School 2005 — 2009
Horace Mann
Citi June 2013 - June 2015
Barclays Capital June 2012 - August 2012
UBS Investment Bank December 2011 - February 2012
Project Better Place June 2008 - September 2008
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
Dartmouth College 2009 — 2013
BA, Economics
Kent School 2005 — 2009
Horace Mann
Eduardo Seda's UBS Investment Bank Experience 1999 - 2008
Job Managing Director at Ladenburg Thalmann
Industry Financial Services
Experience
Ladenburg Thalmann June 2009 - Present
Sponsors for Educational Opportunity 2003 - March 2014
UBS Investment Bank 1999 - 2008
Maguire & Moore Management & Research Company 1996 - 1999
Prudential Securities 1994 - 1996
Ladenburg Thalmann 1993 - 1994
Skills
Equities, Equity Research, Equity Valuation, Valuation, Capital Markets, Investment Banking, Global Markets, Energy, Oil & Gas Industry, Global Marketing
Education
Columbia University - Columbia Business School
MBA, Finance, Corporate Financial Reporting, Strategic Planning
Pace University - Lubin School of Business
BBA, International Business and Finance
Ladenburg Thalmann June 2009 - Present
Sponsors for Educational Opportunity 2003 - March 2014
UBS Investment Bank 1999 - 2008
Maguire & Moore Management & Research Company 1996 - 1999
Prudential Securities 1994 - 1996
Ladenburg Thalmann 1993 - 1994
Skills
Equities, Equity Research, Equity Valuation, Valuation, Capital Markets, Investment Banking, Global Markets, Energy, Oil & Gas Industry, Global Marketing
Education
Columbia University - Columbia Business School
MBA, Finance, Corporate Financial Reporting, Strategic Planning
Pace University - Lubin School of Business
BBA, International Business and Finance
Chelseay Boulos's UBS Investment Bank Experience July 2012 - Present
Job Associate Director at UBS Investment Bank
Industry Capital Markets
Experience
UBS Investment Bank July 2012 - Present
Columbia Business School August 2010 - May 2012
WL Ross & Co. LLC June 2011 - August 2011
Citigroup July 2006 - July 2009
Skills
Financial Modeling, Spanish, Economics, Financial Analysis, French, Arabic, Fixed Income, Marketing, Capital Markets, Outstanding..., Organization, Corporate Finance, Emerging Markets
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
Georgetown University 2002 — 2006
BA, Economics; Spanish, Arabic
Nichols School 1998 — 2002
UBS Investment Bank July 2012 - Present
Columbia Business School August 2010 - May 2012
WL Ross & Co. LLC June 2011 - August 2011
Citigroup July 2006 - July 2009
Skills
Financial Modeling, Spanish, Economics, Financial Analysis, French, Arabic, Fixed Income, Marketing, Capital Markets, Outstanding..., Organization, Corporate Finance, Emerging Markets
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
Georgetown University 2002 — 2006
BA, Economics; Spanish, Arabic
Nichols School 1998 — 2002
David Clayton, MD's UBS Investment Bank Experience June 2006 - March 2009
Job Physician, Fitness Entrepreneur
Industry Health, Wellness and Fitness
Experience
Extreme Wellness April 2014 - Present
Scripps Health June 2009 - Present
UBS Investment Bank June 2006 - March 2009
Goldman Sachs 2005 - 2006
Skills
Wellness, Fitness, Healthcare, Disease Prevention, Disease Management, Medicine, Food Supplements, Nutrition, Physical Training, Mergers, Medical Devices, Internal Medicine, Financial Modeling, Biotechnology, Investment Banking
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance, Management
University of Medicine and Dentistry of New Jersey -New Jersey Medical School 1994 — 1998
MD, Internal Medicine
Stevens Institute of Technology 1991 — 1994
Bachelor of Science, Chemical Biology
Extreme Wellness April 2014 - Present
Scripps Health June 2009 - Present
UBS Investment Bank June 2006 - March 2009
Goldman Sachs 2005 - 2006
Skills
Wellness, Fitness, Healthcare, Disease Prevention, Disease Management, Medicine, Food Supplements, Nutrition, Physical Training, Mergers, Medical Devices, Internal Medicine, Financial Modeling, Biotechnology, Investment Banking
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance, Management
University of Medicine and Dentistry of New Jersey -New Jersey Medical School 1994 — 1998
MD, Internal Medicine
Stevens Institute of Technology 1991 — 1994
Bachelor of Science, Chemical Biology
Bruce Widas's UBS Investment Bank Experience April 1988 - August 2008
Job private investor
Industry Investment Management
Experience
UBS Investment Bank April 1988 - August 2008
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, finance
Fordham University 1975 — 1979
BS, economics
UBS Investment Bank April 1988 - August 2008
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, finance
Fordham University 1975 — 1979
BS, economics
H Russell Heiser Jr.'s UBS Investment Bank Experience June 2004 - April 2009
Job Portfolio Manager Blackbeard Capital
Industry Investment Management
Experience
UBS Investment Bank June 2004 - April 2009
Bear Stearns August 2001 - June 2004
ING Investment Banking June 2000 - August 2000
Skills
Capital Markets, Equities, Financial Modeling, Hedge Funds, Investment Banking, Private Equity, Valuation
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
University of Richmond 1992 — 1996
BS, Accounting
UBS Investment Bank June 2004 - April 2009
Bear Stearns August 2001 - June 2004
ING Investment Banking June 2000 - August 2000
Skills
Capital Markets, Equities, Financial Modeling, Hedge Funds, Investment Banking, Private Equity, Valuation
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
University of Richmond 1992 — 1996
BS, Accounting
David Palmer's UBS Investment Bank Experience October 2000 - August 2013
Job Restaurant and Packaged Food Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets August 2013 - Present
UBS October 2000 - August 2013
UBS Investment Bank October 2000 - August 2013
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Cornell University 1988 — 1992
BA, Government
RBC Capital Markets August 2013 - Present
UBS October 2000 - August 2013
UBS Investment Bank October 2000 - August 2013
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Cornell University 1988 — 1992
BA, Government
Ihsan Essaid's UBS Investment Bank Experience 2001 - 2002
Job Media Telecom M&A at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse April 2015 - Present
Perella Weinberg Partners 2008 - March 2015
Banc of America Securities October 2002 - June 2008
UBS Investment Bank 2001 - 2002
Donaldson, Lufkin & Jenrette 1994 - 2001
Alex Brown & Sons 1989 - 1992
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Hobart and William Smith Colleges 1985 — 1989
BA, Math and French Lit
Credit Suisse April 2015 - Present
Perella Weinberg Partners 2008 - March 2015
Banc of America Securities October 2002 - June 2008
UBS Investment Bank 2001 - 2002
Donaldson, Lufkin & Jenrette 1994 - 2001
Alex Brown & Sons 1989 - 1992
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Hobart and William Smith Colleges 1985 — 1989
BA, Math and French Lit
Ken Elgarten's UBS Investment Bank Experience August 1999 - February 2007
Job Head of US Credit Research and Strategy at Societe Generale
Industry Investment Banking
Experience
Societe Generale September 2012 - Present
Credit Suiise March 2007 - September 2012
UBS Investment Bank August 1999 - February 2007
Head of US Credit Strategy August 1999 - January 2007
Lehman Brothers January 1991 - August 1999
Skills
Fixed Income
Education
Columbia University - Columbia Business School 1991 — 1993
MBA with Honors
Societe Generale September 2012 - Present
Credit Suiise March 2007 - September 2012
UBS Investment Bank August 1999 - February 2007
Head of US Credit Strategy August 1999 - January 2007
Lehman Brothers January 1991 - August 1999
Skills
Fixed Income
Education
Columbia University - Columbia Business School 1991 — 1993
MBA with Honors
Chris Bulger's UBS Investment Bank Experience 1996 - 1997
Job President at eCamps, Inc.
Industry Sports
Experience
eCamps, Inc. 2000 - Present
San Franciso Dragons 2005 - 2008
Coast Partners 1997 - 2000
UBS Investment Bank 1996 - 1997
Education
Columbia University - Columbia Business School
MBA, Finance
Denison University
eCamps, Inc. 2000 - Present
San Franciso Dragons 2005 - 2008
Coast Partners 1997 - 2000
UBS Investment Bank 1996 - 1997
Education
Columbia University - Columbia Business School
MBA, Finance
Denison University
Emily Tusaneza's UBS Investment Bank Experience April 2015 - Present
Job Consultant Enhanced Prudential Standards (EPS)/Intermediate Holding Company (IHC) for FBOs at UBS
Industry Information Technology and Services
Experience
UBS Investment Bank April 2015 - Present
Financial Services Projects, Technology, & Risk, LLC (FSTECHPROJ) November 2008 - Present
AERTH Business Technology, LLC February 2003 - Present
RBS Markets & International Banking February 2013 - May 2014
HSBC Securities April 2012 - February 2013
MF Global January 2011 - November 2011
MF Global March 2009 - January 2011
Soros Fund Management June 2003 - August 2008
JPMorgan Chase February 2004 - May 2005
Deutsche Asset Management April 2001 - October 2002
Skills
Risk Management, Fixed Income, Derivatives, Equities, Program Management, Trading, Portfolio Management, Electronic Trading, Mergers & Acquisitions, Hedge Funds, Financial Risk, Options, Interest Rate..., Dodd-Frank Act --..., Dodd-Frank Act -..., Financial Services, Asset Management, Trading Systems
Education
Agile University -- SCRUM course
Certified ScrumMaster
Assumption College
BSC, Economics, Marketing & Management
Columbia University - Columbia Business School
Fordham University
M.A., ABD, Economics
UBS Investment Bank April 2015 - Present
Financial Services Projects, Technology, & Risk, LLC (FSTECHPROJ) November 2008 - Present
AERTH Business Technology, LLC February 2003 - Present
RBS Markets & International Banking February 2013 - May 2014
HSBC Securities April 2012 - February 2013
MF Global January 2011 - November 2011
MF Global March 2009 - January 2011
Soros Fund Management June 2003 - August 2008
JPMorgan Chase February 2004 - May 2005
Deutsche Asset Management April 2001 - October 2002
Skills
Risk Management, Fixed Income, Derivatives, Equities, Program Management, Trading, Portfolio Management, Electronic Trading, Mergers & Acquisitions, Hedge Funds, Financial Risk, Options, Interest Rate..., Dodd-Frank Act --..., Dodd-Frank Act -..., Financial Services, Asset Management, Trading Systems
Education
Agile University -- SCRUM course
Certified ScrumMaster
Assumption College
BSC, Economics, Marketing & Management
Columbia University - Columbia Business School
Fordham University
M.A., ABD, Economics
James Keller's UBS Investment Bank Experience August 2001 - May 2008
Job Structured Products
Industry Financial Services
Experience
College Ave Student Loans September 2014 - Present
Cantor Fitzgerald November 2009 - August 2014
Sinergia December 2008 - July 2009
UBS Investment Bank August 2001 - May 2008
Citibank June 1988 - August 2001
Skills
Fixed Income, Capital Markets, Credit Derivatives, Structured Products, Hedge Funds
Education
Columbia Business School 1986 — 1988
Master of Business Administration (MBA), Finance
Cornell University
Bachelor of Arts (B.A.), Government
College Ave Student Loans September 2014 - Present
Cantor Fitzgerald November 2009 - August 2014
Sinergia December 2008 - July 2009
UBS Investment Bank August 2001 - May 2008
Citibank June 1988 - August 2001
Skills
Fixed Income, Capital Markets, Credit Derivatives, Structured Products, Hedge Funds
Education
Columbia Business School 1986 — 1988
Master of Business Administration (MBA), Finance
Cornell University
Bachelor of Arts (B.A.), Government
Ken Leslie's UBS Investment Bank Experience July 2009 - August 2009
Job Analyst at Goldwater Asset Management
Industry Investment Management
Experience
Goldwater Asset Management November 2014 - Present
Suffolk Capital Management April 2013 - November 2014
Soros Fund Management October 2009 - September 2012
UBS Investment Bank July 2009 - August 2009
Memorial Sloan-Kettering Cancer Center June 2001 - July 2008
Gene Therapy Core Facility at Cornell University Medical School August 1999 - August 2001
Skills
Equity Research, Biotechnology, Healthcare, Finance, Pharmaceutical Industry, Buy-side, Molecular Biology, Financial Modeling, Valuation, Due Diligence, Portfolio Management, Private Equity
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance
Kenyon College 1995 — 1999
BA, Molecular Biology, Neuroscience, Pre-Med
Goldwater Asset Management November 2014 - Present
Suffolk Capital Management April 2013 - November 2014
Soros Fund Management October 2009 - September 2012
UBS Investment Bank July 2009 - August 2009
Memorial Sloan-Kettering Cancer Center June 2001 - July 2008
Gene Therapy Core Facility at Cornell University Medical School August 1999 - August 2001
Skills
Equity Research, Biotechnology, Healthcare, Finance, Pharmaceutical Industry, Buy-side, Molecular Biology, Financial Modeling, Valuation, Due Diligence, Portfolio Management, Private Equity
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance
Kenyon College 1995 — 1999
BA, Molecular Biology, Neuroscience, Pre-Med
Zhen (Zach) Yan's UBS Investment Bank Experience January 2012 - August 2013
Job Phd in Finance at Ross School of Business, University of Michigan
Industry Higher Education
Experience
University of Michigan September 2014 - Present
UBS Investment Bank January 2012 - August 2013
UBS Investment Bank June 2011 - August 2011
UBS Wealth Management February 2011 - May 2011
Skills
Matlab, R/S-PLUS, Bloomberg, Haver, SQL, Stata, Financial Engineering, Derivatives, VBA, Economics, Monte Carlo Simulation
Education
University of Rochester 2013 — 2014
Doctor of Philosophy (Ph.D.), Economics
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2011
M.S., Financial Engineering
Fudan University 2005 — 2010
BA, Finance
University of California, Berkeley 2008 — 2009
Exchange, Economics
University of Michigan September 2014 - Present
UBS Investment Bank January 2012 - August 2013
UBS Investment Bank June 2011 - August 2011
UBS Wealth Management February 2011 - May 2011
Skills
Matlab, R/S-PLUS, Bloomberg, Haver, SQL, Stata, Financial Engineering, Derivatives, VBA, Economics, Monte Carlo Simulation
Education
University of Rochester 2013 — 2014
Doctor of Philosophy (Ph.D.), Economics
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2011
M.S., Financial Engineering
Fudan University 2005 — 2010
BA, Finance
University of California, Berkeley 2008 — 2009
Exchange, Economics
Andrew Kligerman's UBS Investment Bank Experience April 2003 - July 2012
Job Life Insurance Equity Research and Investing
Industry Research
Experience
UBS Investment Bank April 2003 - July 2012
Bear Stearns May 2000 - April 2003
Schroders 1995 - 2000
Kidder Peabody 1994 - 1994
Skandia America Re 1988 - 1993
Skills
Emerging Markets
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance and Marketing
Tulane University 1981 — 1985
BS, Biology
UBS Investment Bank April 2003 - July 2012
Bear Stearns May 2000 - April 2003
Schroders 1995 - 2000
Kidder Peabody 1994 - 1994
Skandia America Re 1988 - 1993
Skills
Emerging Markets
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance and Marketing
Tulane University 1981 — 1985
BS, Biology
Dan Ladd's UBS Investment Bank Experience 1995 - 2009
Job Risk Management, Legal and Compliance
Industry Financial Services
Experience
Citizens Financial Group 2014 - 2015
Royal Bank of Scotland 2011 - 2014
Fannie Mae 2010 - 2011
Moelis & Company 2009 - 2010
UBS Investment Bank 1995 - 2009
Cleary Gottlieb 1987 - 1995
Education
Columbia Law School
JD, 1987
Massachusetts Institute of Technology - Sloan School of Management
SM, Management, 1981
University of New Hampshire
BS, Mechanical Engineering, 1978
Citizens Financial Group 2014 - 2015
Royal Bank of Scotland 2011 - 2014
Fannie Mae 2010 - 2011
Moelis & Company 2009 - 2010
UBS Investment Bank 1995 - 2009
Cleary Gottlieb 1987 - 1995
Education
Columbia Law School
JD, 1987
Massachusetts Institute of Technology - Sloan School of Management
SM, Management, 1981
University of New Hampshire
BS, Mechanical Engineering, 1978
Chris Suh's UBS Investment Bank Experience 2002 - 2004
Job VP, Global Corporate Development at Kantar
Industry Marketing and Advertising
Experience
Kantar December 2014 - Present
WPP 2010 - 2014
Pfizer October 2008 - December 2008
Great Hill Partners 2004 - 2008
UBS Investment Bank 2002 - 2004
Skills
Financial Modeling, Corporate Development, Venture Capital, Valuation, Mergers, Due Diligence, Corporate Finance, Private Equity, M&A experience, Investment Banking, Financial Analysis, LBO
Education
Columbia University - Columbia Business School 2009 — 2010
MBA
University of Pennsylvania - The Wharton School 1998 — 2002
Bachelor of Science (BS)
Kantar December 2014 - Present
WPP 2010 - 2014
Pfizer October 2008 - December 2008
Great Hill Partners 2004 - 2008
UBS Investment Bank 2002 - 2004
Skills
Financial Modeling, Corporate Development, Venture Capital, Valuation, Mergers, Due Diligence, Corporate Finance, Private Equity, M&A experience, Investment Banking, Financial Analysis, LBO
Education
Columbia University - Columbia Business School 2009 — 2010
MBA
University of Pennsylvania - The Wharton School 1998 — 2002
Bachelor of Science (BS)
Kyle Torpey's UBS Investment Bank Experience August 2010 - December 2011
Job Vice President at Goldman, Sachs & Co.
Industry Investment Banking
Experience
Goldman, Sachs & Co. December 2013 - Present
Lazard December 2011 - November 2013
UBS Investment Bank August 2010 - December 2011
US Army June 2004 - June 2008
Skills
Investment Banking, Real Estate, Gaming & Leisure, LBO, Valuation, Private Equity, Equity Research, Financial Modeling, Capital Markets, Corporate Development, Hedge Funds, Venture Capital, Corporate Finance, Equities, Fixed Income
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance
Princeton University 2000 — 2004
BA, Politics
Goldman, Sachs & Co. December 2013 - Present
Lazard December 2011 - November 2013
UBS Investment Bank August 2010 - December 2011
US Army June 2004 - June 2008
Skills
Investment Banking, Real Estate, Gaming & Leisure, LBO, Valuation, Private Equity, Equity Research, Financial Modeling, Capital Markets, Corporate Development, Hedge Funds, Venture Capital, Corporate Finance, Equities, Fixed Income
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance
Princeton University 2000 — 2004
BA, Politics
Alan Silberman's UBS Investment Bank Experience May 2007 - December 2008
Job Analyst at NYC based Investment Firm
Industry Investment Management
Experience
UBS Investment Bank May 2007 - December 2008
Education
Columbia University - Columbia Business School 2010 — 2011
Master of Business Administration (MBA)
Duke University
Bachelor of Arts (BA)
UBS Investment Bank May 2007 - December 2008
Education
Columbia University - Columbia Business School 2010 — 2011
Master of Business Administration (MBA)
Duke University
Bachelor of Arts (BA)
Mauricio Moraes Carneiro's UBS Investment Bank Experience March 2014 - December 2014
Job MBA Candidate at Columbia Business School
Industry Financial Services
Experience
Columbia Business School January 2015 - Present
UBS Investment Bank March 2014 - December 2014
UBS Investment Bank July 2013 - February 2014
UBS Investment Bank January 2012 - June 2013
Virtus BR Partners May 2010 - December 2011
TIM October 2009 - May 2010
Embratel December 2008 - September 2009
GeraPlasma Laboratory March 2008 - June 2008
Deutsches Zentrum für Luft- und Raumfahrt (DLR) January 2007 - January 2008
* CCM - Center of Compentence in Manufacturing - ITA April 2005 - November 2005
Education
Columbia University - Columbia Business School 2015 — 2016
Master of Business Administration (MBA)
Instituto Tecnológico de Aeronáutica - ITA 2003 — 2008
BSc, Electronic Engineering
Columbia Business School January 2015 - Present
UBS Investment Bank March 2014 - December 2014
UBS Investment Bank July 2013 - February 2014
UBS Investment Bank January 2012 - June 2013
Virtus BR Partners May 2010 - December 2011
TIM October 2009 - May 2010
Embratel December 2008 - September 2009
GeraPlasma Laboratory March 2008 - June 2008
Deutsches Zentrum für Luft- und Raumfahrt (DLR) January 2007 - January 2008
* CCM - Center of Compentence in Manufacturing - ITA April 2005 - November 2005
Education
Columbia University - Columbia Business School 2015 — 2016
Master of Business Administration (MBA)
Instituto Tecnológico de Aeronáutica - ITA 2003 — 2008
BSc, Electronic Engineering
Bora Sila's UBS Investment Bank Experience September 2009 - September 2011
Job Managing Director, Head of Consumer & Retail M&A at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities September 2011 - Present
UBS Investment Bank September 2009 - September 2011
Citi June 2000 - September 2009
Schroders June 1990 - June 2000
First Boston Corporation May 1989 - August 1989
Goldman Sachs June 1986 - June 1988
Skills
Investment Banking
Education
Columbia Business School 1988 — 1990
Master of Business Administration (MBA), Finance and Real Estate Finance
University of Pennsylvania 1979 — 1983
Bachelor's degree, English Literature
Wells Fargo Securities September 2011 - Present
UBS Investment Bank September 2009 - September 2011
Citi June 2000 - September 2009
Schroders June 1990 - June 2000
First Boston Corporation May 1989 - August 1989
Goldman Sachs June 1986 - June 1988
Skills
Investment Banking
Education
Columbia Business School 1988 — 1990
Master of Business Administration (MBA), Finance and Real Estate Finance
University of Pennsylvania 1979 — 1983
Bachelor's degree, English Literature
Craig Wadler's UBS Investment Bank Experience 2001 - 2008
Job Managing Director at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company September 2011 - Present
Credit Suisse June 2008 - September 2011
UBS Investment Bank 2001 - 2008
Donaldson, Lufkin & Jenrette 1996 - 2000
Education
Columbia University - Columbia Business School 1994 — 1996
Master of Business Administration (M.B.A.)
Indiana University Bloomington 1988 — 1992
Bachelor of Science (B.S.)
Moelis & Company September 2011 - Present
Credit Suisse June 2008 - September 2011
UBS Investment Bank 2001 - 2008
Donaldson, Lufkin & Jenrette 1996 - 2000
Education
Columbia University - Columbia Business School 1994 — 1996
Master of Business Administration (M.B.A.)
Indiana University Bloomington 1988 — 1992
Bachelor of Science (B.S.)
Colleen Burke's UBS Investment Bank Experience 2003 - 2008
Job Assistant Vice President at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York 2009 - Present
Risk Management Association, NY Chapter August 2011 - Present
UBS Investment Bank 2003 - 2008
Credit Suisse First Boston 1991 - 2003
Bankers Trust Company (now Deutsche Bank Securities) 1984 - 1991
Skills
Corporate Finance, Investment Banking, Credit, Risk Management, Financial Analysis, Financial Regulation, Regulatory Requirements, Regulatory Compliance, Securities and Loan..., Banking, Credit Risk, Equities, Investments, Portfolio Management
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
Smith College 1980 — 1984
BA, American Studies
Federal Reserve Bank of New York 2009 - Present
Risk Management Association, NY Chapter August 2011 - Present
UBS Investment Bank 2003 - 2008
Credit Suisse First Boston 1991 - 2003
Bankers Trust Company (now Deutsche Bank Securities) 1984 - 1991
Skills
Corporate Finance, Investment Banking, Credit, Risk Management, Financial Analysis, Financial Regulation, Regulatory Requirements, Regulatory Compliance, Securities and Loan..., Banking, Credit Risk, Equities, Investments, Portfolio Management
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
Smith College 1980 — 1984
BA, American Studies
Andrea De Donno's UBS Investment Bank Experience May 2006 - December 2008
Job Partner & CEO at 4H Capital
Industry Investment Management
Experience
4H Capital January 2014 - Present
Atlantia Group August 2012 - June 2015
SINTONIA S.A. July 2009 - August 2012
UBS Investment Bank May 2006 - December 2008
Arup September 2003 - March 2006
Skills
Investments, Business Strategy, Investment Valuation
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
SDA Bocconi 2009 — 2009
Executive course in finance and accounting
Politecnico di Milano 1998 — 2003
Laurea, Civil Structural Engineering, 100/100
4H Capital January 2014 - Present
Atlantia Group August 2012 - June 2015
SINTONIA S.A. July 2009 - August 2012
UBS Investment Bank May 2006 - December 2008
Arup September 2003 - March 2006
Skills
Investments, Business Strategy, Investment Valuation
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
SDA Bocconi 2009 — 2009
Executive course in finance and accounting
Politecnico di Milano 1998 — 2003
Laurea, Civil Structural Engineering, 100/100
Erwin Thompson's UBS Investment Bank Experience May 2008 - May 2009
Job Director at EQT Infrastructure Fund
Industry Transportation/Trucking/Railroad
Experience
EQT Partners September 2009 - Present
UBS Investment Bank May 2008 - May 2009
BlackRock June 2005 - June 2006
Bloomberg June 2002 - June 2005
Skills
Distributed Systems, Financial Modeling, Valuation, Private Equity, Corporate Finance, Investment Banking, Due Diligence, Mergers & Acquisitions, Venture Capital, Business Strategy, Strategy, Capital Markets, Investments, Corporate Development, M&A experience, Restructuring, Project Finance, Asset Management, Portfolio Management
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance and Management
Columbia Engineering 2003 — 2005
MS, Electrical Engineering
Tufts University 1998 — 2002
BS, Electrical Engineering & Applied Physics
EQT Partners September 2009 - Present
UBS Investment Bank May 2008 - May 2009
BlackRock June 2005 - June 2006
Bloomberg June 2002 - June 2005
Skills
Distributed Systems, Financial Modeling, Valuation, Private Equity, Corporate Finance, Investment Banking, Due Diligence, Mergers & Acquisitions, Venture Capital, Business Strategy, Strategy, Capital Markets, Investments, Corporate Development, M&A experience, Restructuring, Project Finance, Asset Management, Portfolio Management
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance and Management
Columbia Engineering 2003 — 2005
MS, Electrical Engineering
Tufts University 1998 — 2002
BS, Electrical Engineering & Applied Physics
J. Michael McCarthy's UBS Investment Bank Experience August 2010 - November 2013
Job Portfolio Manager at APG Asset Management
Industry Banking
Experience
APG Asset Management November 2013 - Present
UBS Investment Bank August 2010 - November 2013
Infrastructure Ontario January 2005 - May 2008
Ernst & Young 2000 - 2004
Education
Columbia University - Columbia Business School 2008 — 2010
Master of Business Administration (MBA)
Queen's University
Bachelor of Commerce (B.Com.)
APG Asset Management November 2013 - Present
UBS Investment Bank August 2010 - November 2013
Infrastructure Ontario January 2005 - May 2008
Ernst & Young 2000 - 2004
Education
Columbia University - Columbia Business School 2008 — 2010
Master of Business Administration (MBA)
Queen's University
Bachelor of Commerce (B.Com.)
Lisa Firenze's UBS Investment Bank Experience 2005 - 2011
Job Partner at WilmerHale
Industry Law Practice
Experience
WilmerHale January 2012 - Present
UBS Investment Bank 2005 - 2011
Davis Polk & Wardwell September 1990 - 2002
Skills
Restructuring, Mergers & Acquisitions, Securities Regulation, Private Placements, Securities, Equity Capital Markets, Due Diligence, IPO, Corporate Law, Private Equity, Investment Banking, Litigation, Capital Markets, Mergers, Corporate Governance, Corporate Finance
Education
Columbia Law School 1987 — 1990
JD, Law
Yale University 1981 — 1985
BA, Political Science
WilmerHale January 2012 - Present
UBS Investment Bank 2005 - 2011
Davis Polk & Wardwell September 1990 - 2002
Skills
Restructuring, Mergers & Acquisitions, Securities Regulation, Private Placements, Securities, Equity Capital Markets, Due Diligence, IPO, Corporate Law, Private Equity, Investment Banking, Litigation, Capital Markets, Mergers, Corporate Governance, Corporate Finance
Education
Columbia Law School 1987 — 1990
JD, Law
Yale University 1981 — 1985
BA, Political Science
Natan Milgram's UBS Investment Bank Experience 2004 - 2005
Job FX Trader at HSBC
Industry Banking
Experience
HSBC 2007 - Present
UBS Investment Bank 2004 - 2005
Skills
FX Options, Emerging Markets, Financial Modeling, Banking, Valuation, Currency, FX trading, FX, Derivatives, Interest Rate..., Futures, Forwards, Mexico, Brazil, Argentina, Colombia, Peru, Chile, Interest Rate Swaps, Treasury
Education
Columbia Engineering 2006 — 2007
MS, Financial Engineering
University of Florida 2001 — 2006
BS, Computer Engineering
University of Florida 2001 — 2006
BA, Mathematics
HSBC 2007 - Present
UBS Investment Bank 2004 - 2005
Skills
FX Options, Emerging Markets, Financial Modeling, Banking, Valuation, Currency, FX trading, FX, Derivatives, Interest Rate..., Futures, Forwards, Mexico, Brazil, Argentina, Colombia, Peru, Chile, Interest Rate Swaps, Treasury
Education
Columbia Engineering 2006 — 2007
MS, Financial Engineering
University of Florida 2001 — 2006
BS, Computer Engineering
University of Florida 2001 — 2006
BA, Mathematics
Alex Nwaka's UBS Investment Bank Experience May 2011 - September 2011
Job Venture Capitalist at Touchdown Ventures
Industry Venture Capital & Private Equity
Experience
Touchdown Ventures April 2015 - Present
Harvard Business Publishing January 2015 - Present
GrantHer (GrantHer.com) September 2014 - Present
This. Media Co. March 2015 - July 2015
The Estée Lauder Companies Inc. May 2014 - February 2015
Opindom LLC June 2013 - June 2014
Virgin Management May 2012 - April 2013
UBS Investment Bank May 2011 - September 2011
Morgan Stanley July 2008 - May 2011
Morgan Stanley June 2009 - August 2009
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Commodity, Venture Capital, Corporate Finance, Financial Analysis, Corporate Development, Mergers & Acquisitions, Hedge Funds, Investments, Due Diligence, Derivatives, Capital Markets, Fixed Income, Microsoft Excel, Equity Research, Bloomberg, Equities, Portfolio Management
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Management / Venture Capital and Private Equity Finance
University of Pennsylvania - The Wharton School 2004 — 2008
BS, Economics, Finance
Touchdown Ventures April 2015 - Present
Harvard Business Publishing January 2015 - Present
GrantHer (GrantHer.com) September 2014 - Present
This. Media Co. March 2015 - July 2015
The Estée Lauder Companies Inc. May 2014 - February 2015
Opindom LLC June 2013 - June 2014
Virgin Management May 2012 - April 2013
UBS Investment Bank May 2011 - September 2011
Morgan Stanley July 2008 - May 2011
Morgan Stanley June 2009 - August 2009
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Commodity, Venture Capital, Corporate Finance, Financial Analysis, Corporate Development, Mergers & Acquisitions, Hedge Funds, Investments, Due Diligence, Derivatives, Capital Markets, Fixed Income, Microsoft Excel, Equity Research, Bloomberg, Equities, Portfolio Management
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Management / Venture Capital and Private Equity Finance
University of Pennsylvania - The Wharton School 2004 — 2008
BS, Economics, Finance
John Lima CFA, FRM's UBS Investment Bank Experience 1991 - 1993
Job Managing Director Derivatives Strategy at MetLife
Industry Investment Management
Experience
MetLife October 2007 - Present
Morgan Stanley Dean Witter September 2002 - September 2007
Deutsche Bank September 1997 - September 2002
Credit Lyonnais 1993 - 1997
UBS Investment Bank 1991 - 1993
Goldman Sachs 1988 - 1990
Skills
Fixed Income, Valuation, Securities, Financial Markets, Market Risk, Swaps, Equity Research, Trading Systems, Capital Markets, Asset Allocation, ALM, Structured Products, Credit Derivatives, Portfolio Management, Series 63, Middle Office, Risk Management, Series 7, Hedge Funds, Commodity, Securitization, Proprietary Trading, Alternative Investments, Mutual Funds, FX Options, Quantitative Finance, Investment Strategies, Asset Managment, Asset Management, Investment Banking, Collateral Management, Financial Risk, Financial Modeling, Electronic Trading, Equities, Structured Finance, Emerging Markets, Investment Management, Quantitative Analytics, Portfolio Optimization, Financial Structuring, Financial Services, Derivatives, Trading, Investments, Equity Derivatives, Bloomberg, Bonds, Options
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance
New York University 1984 — 1987
Bachelor's degree
MetLife October 2007 - Present
Morgan Stanley Dean Witter September 2002 - September 2007
Deutsche Bank September 1997 - September 2002
Credit Lyonnais 1993 - 1997
UBS Investment Bank 1991 - 1993
Goldman Sachs 1988 - 1990
Skills
Fixed Income, Valuation, Securities, Financial Markets, Market Risk, Swaps, Equity Research, Trading Systems, Capital Markets, Asset Allocation, ALM, Structured Products, Credit Derivatives, Portfolio Management, Series 63, Middle Office, Risk Management, Series 7, Hedge Funds, Commodity, Securitization, Proprietary Trading, Alternative Investments, Mutual Funds, FX Options, Quantitative Finance, Investment Strategies, Asset Managment, Asset Management, Investment Banking, Collateral Management, Financial Risk, Financial Modeling, Electronic Trading, Equities, Structured Finance, Emerging Markets, Investment Management, Quantitative Analytics, Portfolio Optimization, Financial Structuring, Financial Services, Derivatives, Trading, Investments, Equity Derivatives, Bloomberg, Bonds, Options
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance
New York University 1984 — 1987
Bachelor's degree
Andrew Gladston's UBS Investment Bank Experience August 2003 - May 2009
Job Investment Banking Professional
Industry Investment Banking
Experience
Macquarie Capital February 2010 - Present
UBS Investment Bank August 2003 - May 2009
Skills
Investment Banking, Private Equity, Capital Markets, Corporate Finance, Financial Modeling, Valuation, Mergers & Acquisitions, Due Diligence, Financial Analysis, Corporate Development, LBO, Investments
Education
Columbia Business School 2001 — 2003
Master of Business Administration (MBA), Finance
USC 1992 — 1996
Bachelor of Arts (BA)
Macquarie Capital February 2010 - Present
UBS Investment Bank August 2003 - May 2009
Skills
Investment Banking, Private Equity, Capital Markets, Corporate Finance, Financial Modeling, Valuation, Mergers & Acquisitions, Due Diligence, Financial Analysis, Corporate Development, LBO, Investments
Education
Columbia Business School 2001 — 2003
Master of Business Administration (MBA), Finance
USC 1992 — 1996
Bachelor of Arts (BA)
Jason Eisen's UBS Investment Bank Experience January 2005 - June 2006
Job Director at KKR
Industry Financial Services
Experience
KKR September 2013 - Present
Citigroup January 2010 - September 2013
Galleon Group June 2009 - December 2009
Mission Global Advisers March 2008 - June 2009
Banc of America Securities 2006 - 2008
UBS Investment Bank January 2005 - June 2006
Skills
Banking, Capital Markets, Equities, Equity Research, Financial Modeling, Fixed Income, Hedge Funds, Valuation
Education
Columbia University - Columbia Business School 2001 — 2002
MBA
Rutgers, The State University of New Jersey-Newark
JD
University of Michigan
BA
KKR September 2013 - Present
Citigroup January 2010 - September 2013
Galleon Group June 2009 - December 2009
Mission Global Advisers March 2008 - June 2009
Banc of America Securities 2006 - 2008
UBS Investment Bank January 2005 - June 2006
Skills
Banking, Capital Markets, Equities, Equity Research, Financial Modeling, Fixed Income, Hedge Funds, Valuation
Education
Columbia University - Columbia Business School 2001 — 2002
MBA
Rutgers, The State University of New Jersey-Newark
JD
University of Michigan
BA
Wenshuo Liu's UBS Investment Bank Experience 2011 - Present
Job GTP at UBS Investment Bank
Industry Information Technology and Services
Experience
UBS Investment Bank 2011 - Present
Knight Capital Group 2010 - 2011
Education
Columbia Engineering 2009 — 2010
UBS Investment Bank 2011 - Present
Knight Capital Group 2010 - 2011
Education
Columbia Engineering 2009 — 2010
Jenny Yang's UBS Investment Bank Experience July 2008 - June 2009
Job MBA Candidate at Columbia Business School
Industry Biotechnology
Experience
Columbia Business School August 2013 - Present
BlackRock December 2012 - July 2013
Codexis July 2011 - November 2012
Jefferies & Company June 2009 - October 2010
UBS Investment Bank July 2008 - June 2009
Skills
Financial Modeling, Valuation
Education
Columbia University - Columbia Business School 2013 — 2015
University of Pennsylvania - The Wharton School 2003 — 2007
Columbia Business School August 2013 - Present
BlackRock December 2012 - July 2013
Codexis July 2011 - November 2012
Jefferies & Company June 2009 - October 2010
UBS Investment Bank July 2008 - June 2009
Skills
Financial Modeling, Valuation
Education
Columbia University - Columbia Business School 2013 — 2015
University of Pennsylvania - The Wharton School 2003 — 2007
Brian C. Roseboro's UBS Investment Bank Experience March 2010 - November 2011
Job Consultant
Industry Investment Banking
Experience
Independent Consultant January 2012 - Present
UBS Investment Bank March 2010 - November 2011
Independent Consultant 2009 - 2010
JP Morgan Chase 2007 - 2009
Promontory Financial Group, LLC, 2006 - 2007
U.S. Department of Treasury July 2001 - December 2004
American International Group 1996 - 2001
Swiss Bank Corporation 1993 - 1996
First National Bank of Chicago 1988 - 1993
Federal Reserve Bank of New York 1983 - 1988
Skills
Risk Management, Public Policy, Capital Markets, Derivatives, Financial Services, Fixed Income, FX Options, Market Risk, Executive Management, Enterprise Risk..., Trading, Policy, Change Management, Financial Markets, Strategy, Portfolio Management, Financial Risk, Investments, Investment Banking, Emerging Markets, Banking, Finance, Asset Management
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Finance, International Business
University of Rochester 1977 — 1981
BA, Economics
Independent Consultant January 2012 - Present
UBS Investment Bank March 2010 - November 2011
Independent Consultant 2009 - 2010
JP Morgan Chase 2007 - 2009
Promontory Financial Group, LLC, 2006 - 2007
U.S. Department of Treasury July 2001 - December 2004
American International Group 1996 - 2001
Swiss Bank Corporation 1993 - 1996
First National Bank of Chicago 1988 - 1993
Federal Reserve Bank of New York 1983 - 1988
Skills
Risk Management, Public Policy, Capital Markets, Derivatives, Financial Services, Fixed Income, FX Options, Market Risk, Executive Management, Enterprise Risk..., Trading, Policy, Change Management, Financial Markets, Strategy, Portfolio Management, Financial Risk, Investments, Investment Banking, Emerging Markets, Banking, Finance, Asset Management
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Finance, International Business
University of Rochester 1977 — 1981
BA, Economics
Ahmed Attia's UBS Investment Bank Experience August 2006 - Present
Job Executive Director at UBS Investment Bank
Industry
Experience
UBS Investment Bank August 2006 - Present
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Investment Banking
Education
Columbia Business School 2004 — 2006
Master of Business Administration (MBA), Finance, General
University of Maryland College Park 1994 — 1998
Bachelor of Science (B.S.), Accounting and Finance, 3.98
UBS Investment Bank August 2006 - Present
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Investment Banking
Education
Columbia Business School 2004 — 2006
Master of Business Administration (MBA), Finance, General
University of Maryland College Park 1994 — 1998
Bachelor of Science (B.S.), Accounting and Finance, 3.98
Sandrine Foret-Geary's UBS Investment Bank Experience September 2010 - August 2013
Job Senior Legal Counsel at Natixis CIB Americas
Industry Investment Banking
Experience
Natixis CIB Americas January 2015 - Present
Bank Of America Merrill Lynch September 2013 - December 2014
UBS Investment Bank September 2010 - August 2013
Societe Generale December 2006 - September 2010
Richards Kibbe & Orbe LLP January 2002 - December 2006
Jones Day 2001 - 2002
Landwell May 2000 - 2001
Skills
Investment Banking, Corporate Law, Bankruptcy, Contract Negotiation, Negotiation, Derivatives, Hedge Funds, ISDA, Fixed Income Products, Interest Rate..., Commodities, Loan trading, Trade Claims, Fluent in English, Fluent in French, Fluent in German, Commodity, Loans, Fixed Income, Capital Markets, Risk Management, Structured Finance, Credit Derivatives, Financial Structuring, Trading, Securitization, Private Equity, Finance, Banking, Dodd-Frank, Investments, Prime Brokerage, Financial Services, Restructuring, Financial Risk, Structured Products, Securities, Securities Regulation
Education
Columbia Law School 2003 — 2005
Masters in Law, Law, business law, bankruptcy
Ecole du barreau de Paris (EFB) 2000 — 2001
Diplome d'Avocat, Law (Paris Bar Association)
Université Panthéon Assas (Paris II) 1999 — 2000
DESS droit des affaires et fiscalite, Masters in Business and Tax Law, High honors
Université Panthéon Assas (Paris II) 1994 — 1999
DEA Droit penal et sciences criminelles, PostGraduate Degree in Criminal law, High honors
Natixis CIB Americas January 2015 - Present
Bank Of America Merrill Lynch September 2013 - December 2014
UBS Investment Bank September 2010 - August 2013
Societe Generale December 2006 - September 2010
Richards Kibbe & Orbe LLP January 2002 - December 2006
Jones Day 2001 - 2002
Landwell May 2000 - 2001
Skills
Investment Banking, Corporate Law, Bankruptcy, Contract Negotiation, Negotiation, Derivatives, Hedge Funds, ISDA, Fixed Income Products, Interest Rate..., Commodities, Loan trading, Trade Claims, Fluent in English, Fluent in French, Fluent in German, Commodity, Loans, Fixed Income, Capital Markets, Risk Management, Structured Finance, Credit Derivatives, Financial Structuring, Trading, Securitization, Private Equity, Finance, Banking, Dodd-Frank, Investments, Prime Brokerage, Financial Services, Restructuring, Financial Risk, Structured Products, Securities, Securities Regulation
Education
Columbia Law School 2003 — 2005
Masters in Law, Law, business law, bankruptcy
Ecole du barreau de Paris (EFB) 2000 — 2001
Diplome d'Avocat, Law (Paris Bar Association)
Université Panthéon Assas (Paris II) 1999 — 2000
DESS droit des affaires et fiscalite, Masters in Business and Tax Law, High honors
Université Panthéon Assas (Paris II) 1994 — 1999
DEA Droit penal et sciences criminelles, PostGraduate Degree in Criminal law, High honors
William Wolff's UBS Investment Bank Experience March 2000 - March 2002
Job Senior Advisor at Sagent Advisors,Inc
Industry Investment Banking
Experience
Sagent Advisors,Inc August 2011 - Present
Lykos Capital Management LLC January 2003 - December 2007
UBS Investment Bank March 2000 - March 2002
Lehman Brothers August 1983 - February 2000
Morgan Stanley March 1978 - August 1983
Salomon Brothers July 1971 - February 1978
Skills
Finance, Banking, Investments, Private Equity, Financial Institutions, Capital Markets, Valuation, Hedge Funds, Management
Education
Columbia University - Columbia Business School 1970 — 1971
Master of Business Administration (MBA), Finance, General
Columbia University School of Law 1967 — 1970
Doctor of Law (JD)
University of Michigan 1963 — 1967
Bachelor of Arts (B.A.), English Lit
Sagent Advisors,Inc August 2011 - Present
Lykos Capital Management LLC January 2003 - December 2007
UBS Investment Bank March 2000 - March 2002
Lehman Brothers August 1983 - February 2000
Morgan Stanley March 1978 - August 1983
Salomon Brothers July 1971 - February 1978
Skills
Finance, Banking, Investments, Private Equity, Financial Institutions, Capital Markets, Valuation, Hedge Funds, Management
Education
Columbia University - Columbia Business School 1970 — 1971
Master of Business Administration (MBA), Finance, General
Columbia University School of Law 1967 — 1970
Doctor of Law (JD)
University of Michigan 1963 — 1967
Bachelor of Arts (B.A.), English Lit
Daniel Hoverman's UBS Investment Bank Experience January 2007 - August 2009
Job Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey 2010 - Present
Credit Suisse August 2009 - September 2010
UBS Investment Bank January 2007 - August 2009
Kirkland & Ellis LLP September 2003 - January 2007
Weiss, Peck & Greer October 2001 - May 2003
Skills
Capital Markets, IPO, Private Equity, Investment Banking, Valuation, LBO, Corporate Finance, Financial Modeling, Mergers & Acquisitions, M&A experience, Equities, Due Diligence, Business Valuation, Venture Capital, Hedge Funds, Corporate Development, Financial Structuring, Private Placements, Leveraged Finance, Securities, Finance, Management, Investments, Acquisitions
Education
Columbia Business School 2001 — 2003
Master of Business Administration (M.B.A.)
Columbia University School of Law 1999 — 2003
Doctor of Law (J.D.)
Yale University 1994 — 1998
Bachelor of Arts (B.A.), History
Houlihan Lokey 2010 - Present
Credit Suisse August 2009 - September 2010
UBS Investment Bank January 2007 - August 2009
Kirkland & Ellis LLP September 2003 - January 2007
Weiss, Peck & Greer October 2001 - May 2003
Skills
Capital Markets, IPO, Private Equity, Investment Banking, Valuation, LBO, Corporate Finance, Financial Modeling, Mergers & Acquisitions, M&A experience, Equities, Due Diligence, Business Valuation, Venture Capital, Hedge Funds, Corporate Development, Financial Structuring, Private Placements, Leveraged Finance, Securities, Finance, Management, Investments, Acquisitions
Education
Columbia Business School 2001 — 2003
Master of Business Administration (M.B.A.)
Columbia University School of Law 1999 — 2003
Doctor of Law (J.D.)
Yale University 1994 — 1998
Bachelor of Arts (B.A.), History