UBS Investment Bank
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UBS Investment Bank Employees
UBS Investment Bank July 2013 - May 2015
UBS Investment Bank June 2010 - June 2013
Skills
Investment Banking, Capital Markets, Corporate Finance, Economics, Financial Structuring, Financial Modeling, Latin America, Valuation, Fixed Income, Emerging Markets, Private Equity, Investments
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
Universidad de 'San Andrés' 2006 — 2009
Economics
University of Pennsylvania - The Wharton School 2009 — 2009
Exchange Student 2009, Business
Goethe Schule - Buenos Aires 2001 — 2005
Bachelor's Degree
BridgeInvest January 2013 - Present
Credit Suisse July 2012 - January 2013
Credit Suisse July 2009 - June 2012
Barclays Capital June 2008 - August 2008
UBS Investment Bank June 2007 - August 2007
Skills
Capital Markets, Asset Management, Business Planning, Alternative Investments, Analysis, Management, Real Estate
Education
Columbia University in the City of New York 2005 — 2009
Bachelor of Arts (B.A.), Political Science (Honors), Economics
London Economics International LLC March 2014 - Present
World Resources Institute January 2014 - March 2014
Morgan Stanley Wealth Management January 2013 - May 2013
CICC March 2011 - June 2011
A.T. Kearney July 2010 - February 2011
UBS Investment Bank January 2010 - February 2010
Skills
Valuation, Due Diligence, Financial Analysis, Emerging Markets, Economics, Econometrics, Management Consulting, Stata, Risk Management, Project Finance, Term Sheets, Bloomberg, SPSS, Reuters, Benchmarking, Microfinance, Impact Assessment, Electricity Markets, Renewable Energy, Credit Analysis, Industry Analysis, Strategic Consulting, Investor Relations, Impact Investing, Portfolio Management, Market Research, Carbon Finance
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Master of Public Administration (M.P.A.)
Renmin University of China 2007 — 2011
Master of Management Science, School of Business
Raymond James Financial, Inc. September 2015 - Present
Amplify Education, Inc. January 2014 - Present
Selerity June 2012 - January 2014
Selerity January 2010 - June 2012
Citibank May 2009 - January 2010
UBS Investment Bank August 2007 - May 2009
Morgan Stanley August 2003 - August 2007
Identix December 2000 - August 2003
Ronin Consulting, Inc 1995 - 1998
Systemhouse (EDS) 1994 - 1996
Skills
Team Management, FX, Software Engineering, Market Risk, Biometrics, SOA, Java, Agile, SDLC, Spring, Design Patterns, Software Development, Continuous Integration, Subversion, XML, Ant, Architecture, Servlets, Unix, SQL, Agile Methodologies, Web Applications, Distributed Systems, FX Options, Perl, Architectures, Leadership, Linux
Education
Columbia University in the City of New York 1984 — 1988
BA, Comp Sci, East Asian Studies
Avon Old Farms 1980 — 1984
Standard Chartered Bank November 2014 - June 2015
Standard Chartered Bank March 2013 - October 2014
Standard Chartered Bank January 2012 - February 2013
UBS Investment Bank October 2009 - October 2011
UBS Investment Bank June 2008 - August 2008
PwC December 2007 - February 2008
Skills
Valuation, Corporate Finance, Capital Markets, Financial Modeling, Mergers & Acquisitions, Due Diligence, Equity Valuation, Investments, Investment Banking, Mergers, Equities, Private Equity, Financial Analysis, DCF, Real Estate, Equity Capital Markets, IPO, Bloomberg, Emerging Markets, Debt & Equity Capital...
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
Singapore Management University 2005 — 2009
Bachelor of Accountancy, Bachelor of Business Management, Finance, Accounting, Magna Cum Laude
Citi Markets January 2015 - Present
Citi July 2014 - January 2015
Citi July 2013 - July 2014
Citi June 2012 - August 2012
UBS Investment Bank September 2011 - May 2012
Seventeen Magazine, Hearst Corporation September 2010 - December 2010
Charles Juntikka & Associates, LLP April 2009 - October 2009
Columbia University Medical Center June 2008 - August 2008
Education
Columbia University in the City of New York 2009 — 2013
BA, Art History, Visual Arts, Economics
Barnard College 2009 — 2013
BA, Art History/Visual Arts
International Center of Photography 2013 — 2013
Digital Photography, Video & Multimedia
Fiorello H. La Guardia High School of Performing Arts 2005 — 2009
Visual Arts
HBX Harvard Business School 2014 — 2014
Core: Credential of Readiness
Wells Fargo Securities May 2015 - Present
Wells Fargo June 2011 - May 2015
UBS Investment Bank September 2009 - July 2011
UBS Investment Bank July 2007 - September 2009
RBC Capital Markets June 2006 - August 2006
Dewey Ballantine LLP June 2005 - August 2005
Church of Jesus Christ of Latter-day Saints June 2003 - June 2005
Education
Columbia University in the City of New York 2001 — 2007
BA, Political Science
American High School
Lending Club August 2013 - Present
TaskRabbit November 2012 - July 2013
TaskRabbit January 2012 - November 2012
SkillSlate August 2008 - January 2012
Canaan Venture Partners November 2007 - May 2010
UBS Investment Bank August 2006 - October 2007
Skills
Valuation, Due Diligence, Strategy, Marketing, Management, Pricing, Leadership, Networking, German, Financial Modeling, Investing, Public Speaking, Operations Management, Product Management, Investments, Mergers & Acquisitions, Start-ups, Entrepreneurship, Venture Capital, Strategic Partnerships, E-commerce, Finance, Corporate Development
Education
Columbia University in the City of New York 2001 — 2005
B.A, Economics, Columbia College
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Strategy, Marketing, Operations
American Express May 2014 - Present
American Express July 2012 - May 2014
Columbia Business School August 2010 - August 2012
iCrossing July 2009 - July 2010
Swish Marketing August 2008 - April 2009
UBS Investment Bank 2006 - 2008
Skills
Start-ups, Financial Modeling, Investment Banking, Digital Media, Marketing, SEM, Analytics, Due Diligence, Financial Analysis, Business Strategy, Competitive Analysis, Management, Product Management, Finance, Strategy
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Entrepreneurship/Entrepreneurial Studies
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Finance, General
Montgomery High School 1998 — 2002
High School
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
Sage Search Advisors September 2013 - Present
HQ Partners Executive Search September 2012 - September 2013
SAC Capital June 2008 - June 2012
UBS Investment Bank November 2004 - January 2008
Goldman Sachs 1990 - 2004
Skills
Asset Management, Trading, Capital Markets, Financial Services, Prime Brokerage, Alternative Investments, Derivatives, Fixed Income, Hedge Funds, Management, Investments, Equities, Private Equity, Recruiting, Sales, Bloomberg, Talent Management, Investment Banking, Emerging Markets
Education
Columbia Business School
Master of Business Administration (MBA), Finance, General
Emory University
UBS Investment Bank August 2011 - August 2012
Warner Music Group November 2007 - November 2008
Rosicki, Rosicki & Associates June 2007 - November 2007
Skills
Project Management, Legal Research, International Business..., Document Management, SharePoint, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Entertainment, Event Planning, Event Management, Compliance, Legal Compliance, International Business, Marketing Strategy, English Literature, Investment Banking, Corporate Law, Corporate Finance, Asia Pacific, Asian Business, Plain English, Committees, Risk Management, Due Diligence
Education
St Mary's University College, Twickenham, London 2011 — 2012
Master of Business Administration (MBA), International Business
Naresuan University, Bangkok Campus, Thailand 2012 — 2012
Post-Graduate Certificate, International Business Practice Asia-Pacific Region
Columbia University in the City of New York 2008 — 2010
Postbaccalaureate Studies
State University of New York at Stony Brook 2003 — 2007
Bachelor of Arts (BA), English
West Hempstead High School 2000 — 2002
New York State High School Regents Diploma
PennyMac Loan Services, LLC March 2015 - Present
Bank of America July 2009 - March 2015
UBS Investment Bank March 2007 - May 2009
Barclays Investment Bank February 2003 - March 2007
United States Marine Corps October 1999 - September 2006
Merrill Lynch & Company January 1998 - September 1999
Skills
Management, Portfolio Management, Leadership, Finance, Fixed Income, Strategic Planning, Financial Risk, Credit, Sales, Auditing, Trading, Enterprise Software, Bonds, Loans, Coaching, Security, Banking, Risk Management, Customer Satisfaction, Time Management, Investments, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
Master's degree, Economics
Marine Corp Institute 2002 — 2003
Master's degree, Applied Physics and Mathematics
Columbia University in the City of New York 1998 — 2002
Bachelor of Applied Science (BASc), Finance, General
UBS Investment Bank February 2015 - Present
UBS Investment Bank June 2014 - August 2014
Guotai Junan Securities Co., Ltd March 2013 - July 2013
China Guangfa Bank June 2012 - August 2012
Skills
Equity Derivatives, Trading, Fixed Income, Quantitative finance, VBA, R
Education
Columbia University in the City of New York 2013 — 2014
Engineer's Degree, Operations Research
Zhejiang University 2009 — 2013
Bachelor, Finance and Banking (Honors Program)
Uppsala University 2012 — 2012
Exchange Program, Information and Technology Department
UBS Investment Bank July 2015 - Present
UBS Investment Bank June 2014 - August 2014
OrbiMed Advisors September 2012 - May 2014
Lenovo June 2012 - August 2012
Skills
Research, Microsoft Excel, Economics, Bloomberg, Financial Modeling
Education
Columbia University in the City of New York 2011 — 2015
Bachelor's Degree, Financial Economics
CVC Capital Partners November 2014 - Present
Investcorp July 2005 - November 2014
UBS Investment Bank June 2003 - June 2005
Skills
LBO, Leveraged Finance, Valuation, Private Equity, Investment Banking, Due Diligence, Corporate Finance, Financial Modeling, Venture Capital, Emerging Markets, Corporate Development, Capital Markets, M&A experience, Equities, Hedge Funds
Education
Columbia University in the City of New York 1999 — 2003
Bachelor of Arts, Economics
Moraitis School 1986 — 1999
IB Diploma
Bayview Asset Management, LLC August 2014 - Present
Bessemer Trust June 2013 - August 2014
UBS Investment Bank July 2012 - June 2013
Royal Bank of Scotland August 2011 - March 2012
Skills
Equities, Capital Markets, Private Equity, Alternative Investments, Due Diligence, Spanish, Data Analysis, International Relations, Chinese, Portfolio Management
Education
University of Pennsylvania 2007 — 2011
B.A., Political Science and East Asian Languages and Civilizations (Chinese concentration)
East China Normal University 2009 — 2010
Chinese Studies
Beijing Institute of Education 2009 — 2009
Chinese Language and Literature
Columbia University in the City of New York 2008 — 2008
Chinese Language and Literature
Private Practice July 2013 - Present
New York Presbyterian Hospital July 2011 - June 2013
UBS Investment Bank March 2004 - August 2005
Banc of America Securities June 2003 - March 2004
Skills
Clinical Research, Dentistry, Healthcare, Pediatrics, Surgery
Education
Columbia University College of Dental Medicine 2007 — 2011
DDS, Dentistry
Georgetown University 1999 — 2003
Bachelor of Science (BS), Accounting and Finance
Etsy October 2012 - Present
SpotlessCity September 2011 - September 2012
Paul Hastings LLP October 2008 - September 2012
UBS Investment Bank October 2010 - May 2011
United States District Court for the Eastern District of California October 2007 - October 2008
Clifford Chance LLP October 2005 - October 2007
United Nations High Commissioner for Refugees May 2003 - August 2003
Education
New York University School of Law 2002 — 2005
JD
Columbia University in the City of New York 1998 — 2002
BA, Comparative Literature
Vinicole / Duclot August 2012 - Present
Vintus August 2008 - August 2012
Wine and Spirits Magazine July 2006 - July 2008
Credit Lyonnais Securities February 2002 - October 2005
Bank of America April 1998 - October 2001
UBS Investment Bank June 1992 - April 1998
Skills
Wine Education, Strategic Planning, Wine, Wine Tasting, Marketing, New Business Development, Sales, Teaching Adults, Sales Management, Marketing Strategy, Wineries, Key Account Development, Key Account Management, Food & Beverage, Restaurants, Beverage Industry, Food, Brand Development, Hotels, Food Pairing, Wine & Spirits Industry, Pricing, Brand Management, Distributors
Education
Columbia University - School of International and Public Affairs 1990 — 1992
MIA, Finance
Trinity College-Hartford 1982 — 1986
BS, Political Science
Scuderia Cameron Glickenhaus April 2012 - Present
The Gong Show LLC. 2009 - April 2012
Next New Networks 2006 - 2009
UBS Investment Bank 2003 - 2006
Geek Squad 2001 - 2003
Tropical Showcase 1998 - 2003
Skills
Social Media, Digital Marketing, SEO, Digital Media, Strategic Planning, Social Networking, Public Relations, New Media, Market Research, Online Advertising, Facebook, Blogging, Social Media Marketing, Advertising, Email Marketing, Video, Online Marketing, Management, Editing, Graphic Design, Copywriting, Analytics, Photography
Education
Columbia University in the City of New York 2012 — 2016
Bachelor of Arts (B.A.), Physics/Computer Science
Division Ave High School 1996 — 2000
J.P. Morgan January 2015 - Present
Moody's Analytics (Moody's KMV) June 2014 - September 2014
Columbia University in the City of New York January 2014 - May 2014
Hillhouse Capital (高瓴资本) February 2013 - August 2013
Munich Re November 2012 - January 2013
UBS Investment Bank October 2012 - November 2012
Kerburn Rose July 2012 - October 2012
China Huarong Asset Management Company, International trust Co., LTD February 2012 - May 2012
PwC July 2011 - September 2011
Skills
C++, VBA, Finance, Valuation, Investment Banking, Financial Modeling, Matlab, Bloomberg, Financial Analysis, Risk Management, Microsoft Office, Equity Research, Mergers & Acquisitions, Investments, Stata, Economics, Data Analysis, Analysis, Corporate Finance, Microsoft Excel, Mandarin, PowerPoint, R
Education
Columbia University in the City of New York 2013 — 2014
Master's degree, Operations Research Concentrated on Financial Engineering
Renmin University of China 2009 — 2013
Bachelor of Economics, Finance and Financial Management Services, 88/100
Blackhorse Asset Management July 2010 - Present
Yuanta Securities July 2007 - June 2010
UBS Investment Bank February 2000 - February 2007
WI Carr February 1998 - January 2000
BZW (Barclays de Zoete Wedd) 1997 - 1998
Hoare Govett Asia February 1994 - June 1997
The Chase Manhattan Bank August 1986 - January 1994
Skills
Capital Markets, Hedge Funds, Equities, Emerging Markets, Investment Banking, Valuation, Investments, Financial Markets, Equity Research, Asset Management, Asset Managment, Financial Services, Corporate Finance, Mutual Funds, Alternative Investments, Portfolio Management, Private Equity, Credit Analysis, Financial Modeling, Funding, Bloomberg, Securities, Fixed Income
Education
Columbia University - School of International and Public Affairs 1982 — 1984
International Finance
Wroxton College 1979 — 1979
British & European politics & economics
Fairleigh Dickinson University
Economics & International Affairs, magna cum laude
National Securities July 2011 - Present
Rodman & Renshaw June 2010 - February 2011
FTN Financial/FTN Equity Capital Markets January 2009 - April 2010
C.E. Unterberg, Towbin/Collins Stewart LLC September 2005 - November 2008
Wells Fargo September 2002 - September 2005
Robertson Stephens July 1997 - September 2002
UBS Investment Bank June 1996 - July 1997
Merrill Lynch May 1990 - June 1996
Skills
Private Equity, Investment Banking, Capital Markets, Venture Capital, Financial Modeling, Corporate Finance, Corporate Development, Due Diligence, Hedge Funds, Investments, Private Placements, Series 7, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA/MA, Finance
Columbia University in the City of New York 1982 — 1986
AB, East Asian Studies/Economics
SanDisk June 2014 - Present
UBS Investment Bank June 2013 - August 2013
Novartis 2012 - 2012
Seagate Technology 2010 - 2012
Hewlett-Packard Singapore (Private) Limited 2009 - 2010
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Massachusetts Institute of Technology 2007 — 2008
Master, Manufacturing
Shanghai Jiao Tong University 2003 — 2007
BS, Industrial Engineering
Thomson Reuters June 2015 - Present
Sapient Global Markets December 2012 - May 2015
UBS Investment Bank 2006 - 2012
JPMorgan 2004 - 2006
Deutsche Bank 2000 - 2004
Deloitte & Touche 1996 - 1998
Allied Signal 1994 - 1996
Skills
Derivatives, Capital Markets, Equity Derivatives, Structured Products, Hedge Funds, Fixed Income, Equities, Alternative Investments, Trading Systems, Investment Banking, Credit Derivatives, Options, Electronic Trading, Trading, Financial Markets, Financial Structuring, Bloomberg, Emerging Markets, FX Options, Swaps, Interest Rate..., Prime Brokerage, Bonds, Asset Management, Sales, Private Equity, Asset Managment, Valuation, Financial Modeling, Investments, Risk Management, Securities, Financial Services, Management, Financial Risk, Commodity, Portfolio Management, Banking, Anti Money Laundering, Strategy, Finance, Due Diligence, Business Development, Consulting, Program Management, Leadership, Management Consulting
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance & Strategic Management
Columbia University in the City of New York 1990 — 1994
Bachelor of Science in Mechanical Engineering, Mechanical Engineering
Faifield Prep 1986 — 1990
Summa Cum Laude
Kylin Management LLC 2007 - Present
Citigroup Investment Bank 2005 - 2007
UBS Investment Bank June 2004 - August 2004
The Carter Center 2001 - 2001
Education
Columbia University - Columbia Business School 2014 — 2015
MBA
Columbia University in the City of New York 2000 — 2005
AB/BS, Economics, Political Science, Operations Research
CETLL Inc 2009 - Present
MeetMax Conference Software 2009 - Present
UBS Investment Bank February 1993 - November 2008
Education
Columbia University in the City of New York
Masters, International Economics & Policy
University of Cambridge
Westminster City School London
UBS Investment Bank August 2013 - Present
UBS Investment Bank June 2012 - August 2012
AIG June 2011 - August 2011
Skills
Statistical Modeling, Time Series Analysis, Data Analysis, R, Portfolio Management, Perl, C++, C, Machine Learning, Data Mining, Quantitative Finance, Stochastic Calculus, Research, Statistics, Monte Carlo Simulation, Derivatives, Financial Modeling, SQL, Python
Education
Columbia University in the City of New York 2010 — 2013
Ph.D, Biostatistics
University of Minnesota-Twin Cities 2008 — 2010
Master of Science, Biostatistics
The University of Hong Kong 2005 — 2008
Bachelor of Science, Mathematics & Statistics
Peking University 2004 — 2005
Incline Global Management, LLC May 2014 - Present
Tyrian Investments, LP September 2013 - April 2014
Greenhill & Co. 2013 - 2013
KGS-Alpha Capital Markets, L.P. 2010 - 2012
Portfolio Advisors, LLC 2008 - 2010
UBS Investment Bank 2007 - 2008
Skills
Investments, Investment Banking, Equities, Hedge Funds, Financial Modeling, Portfolio Management, Valuation, Private Equity, Fixed Income, Corporate Finance, Equity Research, Bloomberg
Education
Columbia Business School 2011 — 2014
MBA, Applied Value Investing Program
University of Pennsylvania - The Wharton School 2003 — 2007
B.S., Finance, Accounting
Mesirow Financial January 2012 - December 2014
UBS Investment Bank July 2010 - September 2011
Raytheon Integrated Defense Systems June 2009 - August 2009
Citi July 2008 - August 2008
Skills
Derivatives, Series 7, Series 63, Trading, Bonds, Credit, Rates, FX, FX trading, Bloomberg, Excel, Microsoft Office, Financial Modeling, Equities, Hedge Funds, Emerging Markets, Microsoft Excel, FX Options, Corporate Finance, Finance, Options, Fixed Income, Investments, Financial Analysis, Analysis, Valuation, Strategy
Education
Columbia University in the City of New York 2006 — 2010
B.A., Economics
Phillips Academy Andover 2002 — 2006
JPMorgan Chase June 2013 - Present
UBS July 2012 - May 2013
UBS Investment Bank June 2011 - August 2011
Skills
Bloomberg, Investment Banking, Quantitative Analytics, Bloomberg Terminal, Valuation
Education
University of Pennsylvania - The Wharton School 2008 — 2012
BA, Economics
Columbia University in the City of New York 2010 — 2010
Advanced Business Chinese Program in Shanghai, China
Higher One May 2011 - Present
UBS Investment Bank May 2008 - December 2010
UBS Investment Bank September 2004 - April 2008
UBS Investment Bank September 2000 - September 2004
SIAC January 2000 - September 2000
UBS Investment Bank June 1998 - December 1999
Skills
Equities, Process Improvement, Unix, Strategy, Disaster Recovery, Project Management, Management, Business Analysis, Trading Systems, SQL, Integration, Leadership, Analysis, Mergers & Acquisitions, Portfolio Management, Electronic Trading, Capital Markets, Middle Office, Trading, Banking, Program Management, Investment Banking, Visio
Education
The Johns Hopkins University 1992 — 1996
MA, Geography and Environmental Engineering
Columbia University in the City of New York 1988 — 1992
UBS Investment Bank May 2005 - Present
Skills
Soft Dollars, Equities, Sales, Operations Management, Asset Management, Financial Services, Middle Office, Microsoft Excel, Analysis, Project Management, Customer Service, Back Office, PowerPoint, Trading Systems, Bloomberg
Education
Mount Saint Mary College 2007 — 2011
Bachelors of Science, Business Administration: Finance, Magna cum laude
Columbia University in the City of New York 2006 — 2007
Economics
Orange County Community College
UBS Investment Bank 2006 - 2008
JPMorgan 2005 - 2006
JPMorgan (CSC) 2003 - 2005
JPMorgan (CSC) 1996 - 2002
Education
Columbia University in the City of New York
Hendrix College
grabHalo February 2012 - Present
SEED Startups January 2014 - July 2014
Start-Up Chile July 2012 - February 2013
Citigroup June 2010 - June 2011
Stanford University 2008 - 2010
Trippert Labs June 2009 - September 2009
Atlantic Investment Management April 2008 - August 2008
Citigroup 2004 - 2006
UBS Investment Bank May 2002 - August 2002
Skills
Fixed Income, Marketing, Financial Modeling, Product Management, Interest Rate Swaps, M&A experience, Product Design, Launch Of New Products, Technology Management, Analytics, Entrepreneurship, Competitive Analysis, Mobile Applications, Start-ups, PostgreSQL, MySQL, Java, Valuation, Hedge Funds, Mergers & Acquisitions, LBO
Education
Stanford University Graduate School of Business 2008 — 2010
MBA
Columbia University in the City of New York 2000 — 2004
BS, Major: Operations Research, Minor: Computer Science
New Trier High School 1997 — 2000
New Trier High School
New Trier High School
Nanowear, Inc. March 2014 - Present
The Center for Arts Education August 2011 - Present
Citadel LLC (Tech IB Acquired by Wells Fargo Securities) August 2010 - March 2014
V-Twinz Productions April 2003 - March 2014
UBS Investment Bank August 2008 - August 2010
Sanofi-Aventis November 2004 - June 2006
Eli Lilly September 2003 - November 2004
Skills
Investment Banking, Private Equity, Emerging Markets, Valuation, Capital Markets, Financial Modeling, Equities, Corporate Finance, Hedge Funds, Fixed Income, Technology, Due Diligence, Investments, Mergers & Acquisitions, Leveraged Finance, Bloomberg, Corporate Development, Venture Capital, Medical Devices, Start-ups, Entrepreneurial...
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance and Media/Entertainment
Duke University 1999 — 2003
BS, Biochemistry/Pre-Medicine
Arrowstreet Capital June 2015 - Present
Morgan Stanley June 2014 - August 2014
Laurion Capital Management March 2013 - June 2013
UBS Investment Bank July 2012 - December 2012
Morgan Stanley Huaxin Securities April 2012 - July 2012
Skills
Economics, Statistics, Econometrics, Asset Pricing Theory, Empirical Asset Pricing, Corporate Finance, Financial Modeling, Quantitative Finance, Financial Analysis, Derivatives, Valuation, C++, Python, VBA, Matlab, Stata, Bloomberg, Research, Analysis, Strategy, Teamwork
Education
Columbia Business School 2013 — 2015
Master of Science (M.S.), Financial Economics, 9.7/10.0
Shanghai University of Finance and Economics 2009 — 2013
Bachelor of Science (BS), Finance, 3.7/4.0
Apollo Global Management LLC March 2014 - Present
UBS Investment Bank July 2010 - March 2014
Deutsche Bank March 2000 - April 2010
Credit Suisse March 1997 - February 2000
Skills
Education Finance, Asset Management, Fixed Income Products, Structured Finance, ABS, Fixed Income, Asset Managment, Investment Banking, Management, Capital Markets, Investments, Banking, Structured Products, Securitization, Portfolio Management, Financial Structuring, CDO, Loans, MBS, Derivatives, Hedge Funds, Securities
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance, Management
Columbia University 1987 — 1990
BA, Economics
BNP Paribas July 2011 - November 2013
Cornell University August 2009 - May 2011
BNP Paribas June 2010 - August 2010
UBS Investment Bank July 2007 - November 2008
A Better Chance September 2003 - September 2007
Skills
Economics, Capital Markets, Financial Analysis, Equities, Excel, Microsoft Office, Microsoft Excel, Equity Research, Foreign Exchange, Valuation, Bloomberg, Structured Products, Financial Modeling, FX Options, Derivatives, Hedge Funds, Emerging Markets, Fixed Income, Investment Banking, Corporate Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
MBA, Capital Markets
Columbia University 2003 — 2007
BA, Economics
Pomfret School 1999 — 2003
UBS Investment Bank July 2009 - Present
UBS Investment Bank June 2006 - June 2009
JPMorgan Chase January 2006 - June 2006
Investment Division, UN Bangkok July 2005 - September 2005
ACE, Asesores de Comercio Exterior August 2001 - June 2004
Embassy of Spain-Trade Commission in Los Angeles. July 2000 - June 2001
Skills
Emerging Markets, Credit Risk, Capital Markets, Fixed Income, Country Risk Analysis, Latin America, Financial Analysis, Economics, Financial Risk, Trading, Investments, Risk Management, Finance
Education
Columbia University - School of International and Public Affairs 2004 — 2006
MIA
CFA Level 3 Candidate
ADN Capital Ventures, Inc. May 2007 - Present
Stanford University 2007 - 2011
UBS Investment Bank 1999 - April 2007
Royal Bank of Scotland Group 1996 - 1999
Edison International 1995 - 1996
Copelouzos Group (Damko) 1992 - 1993
Skills
Private Equity, Structuring, Valuation, Debt, Investment Banking, Project Finance, Financial Structuring, Mergers, Corporate Finance, Financial Modeling, Start-ups, Equities, Mergers & Acquisitions, Venture Capital, Finance, Structured Finance, Project Management, Renewable Energy, Due Diligence, Energy, Management Consulting, Strategic Consulting, Capital Markets, M&A experience, Emerging Markets, Corporate Development, LBO, Business Valuation, Restructuring, Asset Management, Leveraged Finance, Investments, Alternative Investments, Private Placements, Investor Relations, Hedge Funds, IPO, Risk Management, Capital, Cleantech, Angel Investing, Funding, Joint Ventures, Portfolio Management, Trading, Due diligence
Education
New York University - Leonard N. Stern School of Business 1984 — 1986
MBA, Finance and International Business
University of California, Berkeley 1980 — 1981
Msc, Mechanical Engineering - Automatic Control Systems
Columbia University in the City of New York 1977 — 1980
BSc., Engineering
Nexus Group S.A August 2013 - July 2015
LAN Airlines July 2012 - June 2013
UBS Investment Bank June 2011 - August 2011
Sponsors for Educational Opportunity May 2011 - August 2011
Texagency SAC August 2010 - August 2010
COM S.A. May 2009 - July 2009
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2008 — 2012
B.S. in Economics, Concentration in Finance and Marketing
Universitat Pompeu Fabra 2010 — 2010
Spanish Economy and Literature
MAJOR MODEL MANAGEMENT May 2015 - August 2015
PwC June 2014 - August 2014
UBS Investment Bank June 2012 - August 2012
Skills
PTC Creo Parametrics..., Sony Vegas Pro- Video..., Research, Public Speaking, PowerPoint, Fundraising, Social Media, Event Planning, Program Management, Acting, Drama, Theatre, Singing
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Mechanical Engineering
Columbia University in the City of New York
BCA Research 2015 - Present
UBS Investment Bank 2012 - 2014
HSBC Securities 2010 - 2012
iShares, Barclays Global Investors (currently BlackRock) 2009 - 2009
Kissinger McLarty Associates (currently McLarty Associates) 2005 - 2007
U.S. Senate, Office of Senator Dianne Feinstein 2003 - 2005
Skills
Financial Modeling, Economics, Financial Analysis, Emerging Markets, Due Diligence, Capital Markets, Valuation, Fixed Income, Equities, Investments, Strategic Planning, Business Strategy, Asset Managment, Program Management, Research, Risk Management, Policy, Derivatives, Project Management, Securities, Financial Services, Banking, Mandarin, International Relations, Strategy, Change Management, Account Management, Client Relations
Education
Columbia University - School of International and Public Affairs
Master's Degree, International Finance Policy
University of California, Davis
BA, Major in East Asian Studies, Minor in Chinese
Tinypass November 2013 - October 2014
UBS Investment Bank July 2011 - September 2012
Loeb Capital Management 2012 - 2012
The Lion Rock Institute June 2009 - August 2009
Skills
LBO, Valuation, Financial Modeling, Fixed Income, Ruby on Rails, JavaScript, jQuery, HTML5 & CSS3, AJAX, Sinatra, Backbone.js, RSpec, Jasmine, High Yield, Bloomberg, Leveraged Finance, Hedge Funds, Capital Structure, Corporate Finance, Equity Research
Education
General Assembly 2013 — 2013
Web Development Immersive
Columbia University in the City of New York 2007 — 2011
Bachelor of Arts (B.A.), Economics-Political Science
UBS Investment Bank July 2008 - Present
Education
Columbia University in the City of New York 2004 — 2008
Bachelor of Science
UBS Investment Bank June 2009 - Present
Macquarie Bank November 2008 - June 2009
J.P. Morgan July 2006 - November 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Equity Research, Equities, Capital Markets, Investments, Investment Banking, Hedge Funds, Bloomberg
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2002 — 2006
BSc(Econ), Finance, Accounting, and Entrepreneurship
Inncube Asset Management and Consulting Co., April 2015 - Present
UBS Investment Bank August 2013 - August 2014
UBS Investment Bank August 2012 - August 2013
Kino Wealth Management December 2011 - August 2012
UBS Investment Bank June 2011 - August 2011
Deutsche Börse June 2009 - August 2009
Skills
Bloomberg Terminal, Excel, Reuters, Factset, Capital IQ, Prime, C++, SAS, R, Equity Research, Equities, Investment Banking, Quantitative Finance
Education
Investment Banking Institute 2012 — 2012
Intensive financial modeling and valuation training program, Investments and Securities, Complete
Columbia University in the City of New York 2010 — 2012
MA, Statistics
Saint John's University 2006 — 2010
BS, Computer Science and Finance Mathematics, Honor Society
中国人民大学 2005 — 2005
BS, Information Management System
清华大学附属中学 2003 — 2005
High School Diploma, Science, A
USAID January 2015 - Present
USAID August 2011 - January 2015
ideas42 February 2013 - June 2013
PepsiCo October 2010 - June 2011
Innovations for Poverty Action June 2010 - August 2010
Cornerstone Research June 2006 - June 2009
UBS Investment Bank June 2005 - August 2005
Skills
Policy Analysis, Stata, Economics, Econometrics, Economic Development, International..., International Relations, Foreign Policy, Public Policy, Analysis, Data Analysis
Education
Columbia University - School of International and Public Affairs 2009 — 2011
Master of Public Administration (MPA), Advanced Policy and Economic Analysis, Economic and Political Development
University of Virginia 2002 — 2006
B.A., Economics, Spanish, Phi Beta Kappa
TD July 2014 - Present
TD Securities April 2012 - Present
MF Global May 2010 - November 2011
Bank of America March 2003 - May 2010
Lazard Asset Management May 2000 - February 2003
UBS Investment Bank 1997 - 2000
Airborne Express 1992 - 1997
Education
Cornell University 2000 — 2002
MPS, School of Industrial Labor Relations
State University of New York College at Oswego 1987 — 1991
BS; Business Administration, Human Resources Management
Columbia University in the City of New York
Executive Education in Change Leadership
Morgan Stanley September 2013 - October 2014
Morgan Stanley July 2011 - September 2013
Deutsche Bank January 2011 - April 2011
PwC, Publicis Groupe, Albert Einstein August 2009 - December 2010
Ivy Compass 2009 - 2009
UBS Investment Bank July 2006 - May 2008
College Coach 2001 - 2006
Boricua College 2003 - 2004
Columbia University 1997 - 2000
Skills
Employment Law, Executive Coaching, Performance Appraisal, Project Planning, Team Management, Recruiting, Training, Onboarding, Talent Acquisition, Strategy, Succession Planning, Employee Training, Employee Relations, Deferred Compensation, Employer Branding, Career Counseling, Graduate Recruitment, Employee Engagement, HRIS, Public Speaking, Human Resources, Leadership Development, Screening, Talent Management, Workshop Facilitation, Interviews, Temporary Placement, Sourcing, Performance Management, Career Development, New Hire Orientations, Hiring, Applicant Tracking..., College Recruiting, Benefits Negotiation, Organizational..., Technical Recruiting, Management, Executive Search, CRM, Contract Recruitment, Internet Recruiting, Resume Writing, Diversity Recruitment, Leadership
Education
Baruch College, School of Public Affairs 2002 — 2003
Master of Public Administration, Government & Policy
Columbia University in the City of New York 1993 — 1997
B.A., History/Sociology
St. Paul's School 1988 — 1992
St Paul's School, HS Diploma
TrialReach March 2015 - Present
TrialReach May 2013 - March 2015
Novo Nordisk A/S August 2011 - May 2013
Columbia Business School August 2009 - May 2011
UBS Investment Bank July 2006 - June 2009
Skills
Financial Modeling, Economics, Corporate Finance, Financial Analysis, Management Consulting, International..., Healthcare, Strategic Partnerships, Social Entrepreneurship, Entrepreneurship, Start-ups, Analysis, Leadership, Finance, Investment Banking, Consulting, Business Strategy, Strategy
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Strategy and Social enterprise
Smith College 2002 — 2006
BA, Economics and Mathematics
London School of Economics and Political Science 2004 — 2005
Bachelor of Economics, Economics
National Public School 1998 — 2002
Barclays Investment Bank August 2013 - Present
BOLT Insurance Agency - Venture Backed Fin-Tech Company April 2012 - December 2012
J.P. Morgan - Investment Bank May 2011 - April 2012
Argo Group International Holdings, Ltd. January 2009 - May 2011
UBS Investment Bank July 2007 - December 2008
RBC Capital Markets June 2006 - August 2006
Thermo Electron June 2005 - August 2005
Skills
Private Equity, Hedge Funds, Valuation, Mergers & Acquisitions, Due Diligence, Strategy, Financial Services, Financial Modeling, Investment Banking, Corporate Development, LBO, Finance, Analysis, Acquisitions, Credit Analysis, Entrepreneurship, Analytics, Equities, Mergers, Forecasting, Strategic Planning, Investor Relations, Property & Casualty..., Life Insurance, Insurance, Equity Research, Investments, Financial Analysis, Microsoft Excel, Corporate Finance
Education
Columbia University in the City of New York 2003 — 2007
BA, Economics
Northfield Mount Hermon School 1999 — 2003
Diploma
GLC Advisors & Co., LLC June 2009 - Present
UBS Investment Bank 2008 - 2009
Morgan Stanley 2007 - 2008
UBS Investment Bank 1999 - 2007
AlixPartners 1995 - 1999
Price Waterhouse 1994 - 1995
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Emory University 1985 — 1989
BA, Economics
Lazard November 2014 - Present
Sagent Advisors July 2011 - October 2014
Foundation Capital January 2011 - August 2011
Bristol-Myers Squibb June 2010 - August 2010
General Catalyst Partners May 2010 - June 2010
UBS Investment Bank July 2006 - June 2009
Republic of Singapore Air Force June 2000 - August 2002
Skills
Financial Modeling, Investment Banking, Venture Capital, Corporate Finance, Private Equity, Business Strategy, Valuation
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Stanford University 2002 — 2006
B.S., Industrial Engineering
ISM
Wells Fargo Capital Finance November 2007 - Present
UBS Investment Bank June 2005 - October 2006
Skills
Portfolio Management, Credit, Financial Analysis, Credit Analysis, Valuation, Investment Banking, Corporate Finance, Private Equity, Commercial Lending, Commercial Banking, Mergers & Acquisitions, Loans
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Rice University 2000 — 2004
Bachelor's degree, Economics
Manikay Partners April 2008 - Present
Altisource Asset Management February 2013 - October 2014
Angelo, Gordon & Co. 2005 - 2008
UBS Investment Bank 2001 - 2002
Skills
Asset Management, Equities, Private Equity
Education
Columbia University - Columbia Business School
Miami International Holdings October 2009 - Present
RBC Capital Markets May 2009 - October 2009
UBS Investment Bank January 2006 - May 2009
UBS Investment Bank November 2002 - January 2006
Credit Suisse First Boston November 1993 - November 2002
NEC Systems Laboratories February 1992 - November 1993
Salomon Brothers March 1991 - February 1992
AT&T June 1985 - February 1991
Skills
Low Latency, Unix, Electronic Trading, Trading Systems, Software Development, Equities, Options, Market Data, Fixed Income, Investment Banking, Perl, Network Administration, Credit Derivatives, Financial Markets, Equity Derivatives, Securities, Equity Trading, Financial Risk, Trading, Derivatives, C++, Sybase, Capital Markets, Hedging, Interest Rate..., Hedge Funds, Agile Methodologies, Proprietary Trading, Risk Management, Bloomberg, FX Options, Java, Exchange Connectivity, Prime Brokerage, Trading Strategies
Education
Columbia University in the City of New York 1986 — 1987
MS
Yale University 1981 — 1985
BS
Regeneron Pharmaceuticals November 2009 - April 2010
Fordham University September 2007 - February 2009
TransitCenter, Inc. November 2008 - December 2008
UBS Investment Bank June 2008 - August 2008
Columbia University Medical Center September 2005 - August 2007
Weill Cornell Medical College February 2005 - August 2005
Priority Support, Inc. April 1999 - December 2004
Time Warner Inc. 1992 - 1997
MTA Card Company 1994 - 1995
Skills
Data Analysis, Analysis, Management, Research, Strategic Planning, Financial Modeling, Market Research, Program Management, Databases, Strategy, Project Management
Education
Fordham Gabelli School of Business 2007 — 2009
MBA, Management and International Business
Columbia University in the City of New York 2005 — 2007
Pre-Medical Baccalaureate Certificate Program
New York University 1992 — 1994
BA, Public Policy / City Planning
Vassar College 1990 — 1992
Urban Studies
Stuyvesant HS 1986 — 1990
Lonestar Capital Management January 2010 - Present
Marea Capital Management September 2007 - December 2009
Aslan Capital Management January 2007 - September 2007
UBS Investment Bank July 2004 - December 2006
Education
Columbia University in the City of New York 2000 — 2004
UBS Investment Bank October 2009 - Present
Stanford Graduate School of Business August 2008 - August 2009
Global Retail and Consumer Consulting February 2003 - July 2008
JP Morgan August 1997 - January 2004
JPMorgan 1999 - 2004
Credit Suisse August 1996 - August 1997
Merrill Lynch August 1995 - July 1996
Smith Barney January 1992 - November 1995
Education
Columbia University - Columbia Business School 1995 — 1997
Vanderbilt University 1987 — 1991
BA, Economics, Latin American Studies, Spanish, Portuguese
UBS Investment Bank September 2009 - Present
UBS Investment Bank June 2009 - September 2009
Lehman Brothers 2007 - 2008
Skills
Quantitative Finance, Derivatives, Credit Derivatives, Fixed Income, Stochastic Calculus, Financial Modeling, Investment Banking, Valuation, Capital Markets, Equity Research, Bloomberg, Equity Derivatives, Structured Products, Equities, Quantitative Analytics, Interest Rate..., Structured Finance
Education
Columbia University in the City of New York 2008 — 2009
MA, Mathematical Finance
Indian Institute of Technology, Delhi 2002 — 2007
Graduate, Electrical Engineering
CHILDS Advisory Partners June 2014 - Present
Duncan-Williams, Inc. November 2011 - May 2014
Piper Jaffray July 2004 - June 2008
UBS Investment Bank June 2001 - June 2004
Skills
Private Equity, Investment Banking, Valuation, Corporate Development, Management Consulting, Business Strategy, Capital Markets, LBO, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
University of Georgia School of Law 1993 — 1996
JD
Vanderbilt University 1989 — 1993
BS, Economics, Psychology
TriOaks Capital Management July 2013 - October 2014
Citadel Investment Group July 2005 - August 2012
UBS Investment Bank July 2003 - June 2005
Skills
Equities, Hedge Funds, Equity Research, Investments, Financial Modeling, Valuation, Bloomberg, Capital Markets, Investment Banking, Portfolio Management, Asset Managment, Alternative Investments, Private Equity, Derivatives, Corporate Finance, Trading Systems, Financial Analysis, Trading, Due Diligence
Education
Columbia University in the City of New York 1999 — 2003
Bachelor of Science (BS), Electrical Engineering; Minor in Economics
Occidental Petroleum July 2012 - Present
Occidental Petroleum August 2010 - July 2012
UBS Investment Bank April 2008 - August 2010
UBS Investment Bank June 2007 - August 2007
Robert W. Baird & Co. July 2002 - December 2004
Skills
Investment Banking, Financial Modeling, Investor Relations, Finance, Financial Analysis, Due Diligence, Corporate Finance, Capital Markets, Strategy, Investments
Education
Columbia University - School of International and Public Affairs 2006 — 2007
Master of International Affairs, Energy Management & Policy
University of Illinois at Urbana-Champaign 1997 — 2002
Bachelor's degree, Finance, General
RBC Capital Markets January 2013 - Present
RBC Capital Markets August 2010 - Present
Braver Stern August 2009 - August 2010
UBS Investment Bank August 2006 - June 2009
KPMG LLP 2005 - 2006
Skills
MBS, Capital Markets, Fixed Income, Valuation, Financial Modeling, Structured Products, Derivatives, Investment Banking, Structured Finance, Securitization, Hedge Funds, Equities, Bloomberg, Financial Analysis, Financial Structuring, ABS, Due Diligence, Corporate Finance, Securities, Asset Managment
Education
Columbia University in the City of New York 2000 — 2004
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
Federal Reserve Bank of New York October 2011 - Present
Federal Reserve Bank of New York April 2009 - October 2011
UBS Investment Bank 2007 - April 2009
Jefferies & Company June 2006 - August 2006
Columbia Investment Management LLC June 2005 - August 2005
Skills
Analysis, Economics, Valuation, Banking, Due Diligence, Equities, Loans, Asset Management, Portfolio Management, Credit, Investment Banking, Finance, Mergers & Acquisitions, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2012 — 2015
Master of Business Administration (MBA), Finance and Management
Columbia University in the City of New York
BA, Economics
UBS Investment Bank May 2013 - Present
Deutsche Bank December 2009 - April 2013
INTELIGO SAB May 2003 - July 2007
Skills
Emerging Markets, Trading, Fixed Income, Bloomberg, Debt, Banking, Bonds, Credit Analysis, Investment Strategies, Equity Trading, Options, Investment Banking, Capital Markets, Hedge Funds, Derivatives, Valuation, Credit Derivatives, Structured Products
Education
Columbia University - Columbia Business School 2007 — 2009
Master in Business Administration, Business
Universidad de Lima 1997 — 2002
Bachelor in Sciences, Economy
Columbia Business School - Recruiting for the 2008 summer internship
UBS Investment Bank May 2006 - Present
Eurohypo AG June 2005 - May 2006
Nomura Securities International, Inc. July 2003 - June 2005
Education
Columbia University - Columbia Business School 2010 — 2011
MBA
Cornell University 1999 — 2003
Bachelor of Arts (BA)
Trinity 1996 — 1999
High School
TIAA-CREF July 2014 - Present
Wells Fargo Securities July 2012 - June 2014
VO2 Partners, LLC January 2012 - September 2012
Columbia Business School September 2010 - May 2012
Square 1 Bank 2009 - 2010
UBS Investment Bank 2006 - 2008
Skills
Financial Modeling, Valuation, Investments, Bloomberg, Investment Banking, Capital Markets, Equity Research, Financial Analysis, Corporate Finance, Private Equity, Equities, Hedge Funds, Due Diligence, Venture Capital, Equity Valuation
Education
Columbia University in the City of New York 2002 — 2006
Master of Business Administration (MBA), Finance, General
Columbia University in the City of New York 2002 — 2006
Bachelor of Arts (BA), History
Meritam May 2015 - Present
JPMorgan Chase March 2005 - May 2015
UBS Investment Bank March 2004 - March 2005
Deustche Bank June 2001 - March 2004
ipo.com June 2000 - March 2001
E & Y June 1997 - June 2000
Skills
Vendor Management, Budgets, Strategy, Financial Services, Cross-functional Team..., Program Management, Relationship Management, Analysis, Corporate Real Estate, Project Management, Risk Management, Portfolio Management, Asset Management, Due Diligence, Executive Management
Education
Columbia University in the City of New York
M. Arch
Harvard University
BA
UBS March 2014 - Present
TIAA-CREF August 2012 - March 2014
UBS Investment Bank August 2011 - August 2012
UBS 2006 - July 2011
UBS Investment Bank June 2003 - February 2006
IBM September 1999 - July 2002
Skills
Communication Training, Strategy, Corporate Communications, Speech Writing, Investment Banking, Internal Communications, Strategic Planning, International..., Change Management, Team Leadership, Management, Event Management, Social Media, Editing, Crisis Communications, Financial Services, Leadership, CRM, Integrated Marketing, Media Relations, Marketing Communications, Investor Relations, Thought Leadership, Public Relations
Education
Columbia University in the City of New York 1989 — 1992
Bachelor of Arts, English
University of Southern California 1992 — 1994
MFA, Film & Television
Hotchkiss 1984 — 1988
High School
GE Capital August 2014 - Present
UBS Investment Bank December 2005 - August 2014
Citigroup 2002 - 2005
Boehringer Ingelheim Pharmaceutical, Inc., February 2002 - May 2002
Skills
Credit Risk, Derivatives, Risk Management, Credit Derivatives, Market Risk, Investment Banking, Fixed Income, Credit, Capital Markets, Basel II, Corporate Finance, ABS, Emerging Markets, Financial Engineering, Bonds, Hedging, Time Series Analysis, Monte Carlo Simulation, Alternative Investments, Econometrics, Economics, Structured Finance, Investments, Electronic Trading, Banking, Credit Analysis, Operational Risk, VBA, Trading, Financial Institutions, VAR, Financial Structuring, Private Equity, Leveraged Finance, Financial Analysis, Swaps, Project Finance, Analysis, Hedge Funds, Stress Testing, Quantitative Analytics, Counterparty Risk, Commodity, Trading Systems, Asset Managment, Options, Financial Services
Education
Columbia University in the City of New York
Master of Arts (M.A.), Statistics
Quest Diagnostics October 2009 - Present
CIBC World Markets 2005 - 2008
Cain Brothers 2004 - 2005
Harris Nesbitt Gerard 2001 - 2004
UBS 1999 - 2001
UBS Investment Bank 1999 - 2000
Salomon Smith Barney 1995 - 1999
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Tufts University 1985 — 1989
BA, Political Science
self employed consultantUBS Investment Bank2007 - 2008
UBS Investment Bank 2007 - 2008
deutsche bank 1999 - 2005
Education
Columbia University - Columbia Business School 1991 — 1993
mba, management
Armature Capital Management February 2012 - Present
Geosphere Capital Management March 2008 - February 2012
UBS Investment Bank June 2005 - March 2008
Skills
Valuation, Bloomberg, Equity Research, Equities, Investment Banking, Fixed Income, Hedge Funds, LBO, Equity Valuation, Energy Industry, Capital Markets, Emerging Markets, Petroleum, DCF, Derivatives, Investments
Education
Columbia University in the City of New York 2001 — 2005
Bachelor of Arts (B.A.), Economics
RBS Corporate & Institutional Banking January 2010 - Present
RBS Global Banking & Markets 2008 - 2009
UBS Investment Bank 2006 - 2008
Sailfish Capital Partners LLC 2006 - 2006
Gen Re Securities / General Re Corp. 1996 - 2006
Gen Re Securities / General Re Corp. 1994 - 1996
Shearman & Sterling 1992 - 1994
Skills
Derivatives, Structured Finance, Risk Management, Risk, Credit Risk, ABS, Capital Markets, Securitization, Market Risk, Credit, Structured Products, Documentation, Counterparty Risk, Reporting & Analysis, Regulatory Requirements, Dodd-Frank, CLO, MBS, Change Management, Investment Banking, Fixed Income, Banking, Management, Equities
Education
Columbia University in the City of New York 1988 — 1992
Bachelor of Arts (B.A.)
School of the Holy Child
Wells Fargo Securities 2013 - Present
UBS Investment Bank 2012 - 2013
Honeywell June 2011 - August 2011
Citi Venture Capital International 2011 - 2011
US Army May 2007 - August 2010
Skills
Financial Modeling, Valuation, LBO, Mergers, DoD Top Secret Clearance, Security Clearance, Information Technology, Military Experience, Leadership, Technology, Certified Information..., Corporate Finance, Mergers & Acquisitions, Analysis, Business Strategy
Education
Columbia Business School 2010 — 2012
Master of Business Administration (MBA), Finance, General
United States Military Academy at West Point 2000 — 2004
Economics, Systems Engineering
Pine River Capital Management February 2013 - Present
UBS Investment Bank October 2010 - January 2011
Securis Investment Partners September 2009 - October 2010
Swiss Re March 2001 - June 2009
RBS Greenwich Capital 1994 - 2001
Morgan Stanley 1989 - 1992
Morgan Stanley 1989 - 1992
Education
Columbia University in the City of New York 1982 — 1989
BS/MS, Materials/Metallurgical Engineering
Elmwood Park
Elmwood Park
Fordham University
Max New York Life Insurance March 2009 - Present
UBS Investment Bank March 2005 - March 2009
UBS Investment Bank May 2004 - March 2009
Education
Columbia University in the City of New York
Blue Mountain Capital Management LLC June 2013 - Present
TSE Capital Management April 2013 - June 2013
UBS Investment Bank July 2010 - November 2012
Morgan Stanley February 2010 - July 2010
UBS 2005 - February 2010
Credit Suisse 2002 - March 2005
Vindigo 2000 - 2001
Mail.com 1999 - 2000
Sun Microsystems 1996 - 1998
Skills
ABS, Credit Derivatives, Financial Risk, Intex, Mortgage Lending, MBS, Trading Systems, CDO, Fixed Income, Hedging, Analytics, Sybase, Investment Banking, Derivatives, Structured Products, CMBS, C#, Unix, Equity Research, CDS, Trading, SDLC, Quantitative Finance, Market Data, Market Risk, Equity Derivatives, Interest Rate..., Hedge Funds, Bloomberg, Capital Markets
Education
Columbia University in the City of New York 1986 — 1991
PhD, Physics
CWS Information Technology Inc January 2005 - Present
AXA Investment Managers September 2010 - March 2011
UBS Investment Bank February 1999 - January 2005
GE Capital February 1997 - November 1999
Sempra Energy September 1996 - April 1997
Skills
Business Process, Web Applications, Finance, Strategic Planning, Budgets, Financial Risk, Hedge Funds, SQL, Agile Methodologies, C#, .NET, SOA, PL/SQL, Visual Basic, Analysis, Accounting, OOP, ASP.NET, Design Patterns, Java, Visual Studio, Oracle, Software Project..., Data Warehousing, Unix, Data Modeling, Web Services, Hibernate, UML, Management, IT Management, Databases, SSRS, Project Management, Derivatives, Programming, XML, Scrum, WPF, Trading, Requirements Analysis, Fixed Income, Integration, Requirements Gathering, Software Engineering
Education
New York Institute of Technology-Old Westbury 1995 — 1998
Computer Engineering
University of Wisconsin-Milwaukee 1983 — 1984
Finance
Columbia University in the City of New York 1973 — 1977
BS, Biology/Finance
UBS Investment Bank October 2010 - Present
Skills
Agile Methodologies, Trading Systems, Financial Services, Derivatives, Unix, Information Technology, SDLC, Investment Banking
Education
Columbia University in the City of New York 2002 — 2003
Stony Brook University 1993 — 1994
MS
ECNU
ECNU
ECNU
UBS Investment Bank May 2015 - Present
Morgan Stanley May 2011 - May 2015
Morgan Stanley January 2006 - May 2015
Julius Baer October 2004 - January 2006
Charles Schwab February 1999 - October 2004
Charles Schwab June 1992 - January 1999
Charles Schwab Europe 1992 - 1992
Skills
Operations Management, Dodd-Frank, Business Analysis, PMO, Commodity Markets, Fixed Income, Equities, Commodities, Capital Markets, Program Management, Change Management, User Acceptance Testing, Options, Process Engineering, Swaps, Middle Office, Settlements, Problem Solving, Stakeholder Management, Process Improvement, Excel, Visio, Full SDLC, Agile Project Management, Derivatives, Agile Methodologies, Agile Modeling, RUP Methodologies, Commodity, Financial Services, Investment Banking, Securities, Electronic Trading, Project Management, Trading, Microsoft Excel, Settlement, Bloomberg
Education
Scrum Alliance 2012 — 2012
Member, Certified Scrum Master
New York University 2005 — 2006
Project Management
Columbia University in the City of New York 2001 — 2003
Information Systems
Greystar September 2014 - Present
MetLife June 2013 - August 2013
PineBridge Investments May 2013 - June 2013
UBS April 2011 - July 2012
UBS Investment Bank July 2008 - April 2011
Skills
Bloomberg, Valuation, Financial Modeling, Capital Markets, DCF
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Finance and Entrepreneurial Management
Columbia University in the City of New York 2004 — 2008
Bachelor of Arts (B.A.), Economics and Mathematics
VIVE Lifestyle November 2014 - July 2015
Freelance May 2014 - January 2015
Porte-cochère September 2013 - February 2014
Graham Partners May 2012 - June 2013
Worth Interiors November 2010 - April 2012
Vail Resorts November 2009 - April 2012
Vail Resorts May 2010 - November 2010
Gracious Home October 2008 - July 2009
MESA Global June 2008 - August 2008
UBS Investment Bank September 2007 - December 2007
Skills
Social Media, Marketing Strategy, Retail, Event Management, Spanish, Merchandising, Customer Service, Microsoft Excel, Event Planning, Microsoft Office, Research, PowerPoint, Photoshop, Online Advertising, Outlook, Fundraising, Contemporary Art
Education
Columbia University in the City of New York 2004 — 2008
BA, Art History
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2013
Executive Education, Business Administration and Management, General
FBR Capital Markets December 2010 - Present
G-2 Capital December 2008 - December 2010
UBS Investment Bank August 2007 - December 2008
Richmond Capital January 2006 - August 2007
Education
Columbia University in the City of New York 1996 — 2000
BA, Economics
SUNY Stony Brook School of Medicine August 2011 - Present
Chimera Securities LLC November 2005 - August 2009
UBS Investment Bank June 2004 - August 2004
Skills
Equity Trading, Proprietary Trading, Equities, Bloomberg, Trading Strategies, Trading, Electronic Trading, Financial Modeling, Valuation
Education
SUNY Stony Brook 2011 — 2015
Columbia University in the City of New York 2001 — 2005
BA
Wells Fargo Securities September 2014 - Present
UBS Investment Bank August 2010 - May 2014
CJI Capital Markets, Inc. December 2009 - May 2010
Merrill Lynch February 2003 - July 2008
Banc of America Securities May 1999 - February 2003
Skills
Equity Research, Insurance, Equities, Valuation, Capital Markets, Financial Modeling, Investments, Stocks, Corporate Finance, Series 7, Financial Analysis, Capital Management, Derivatives, Microsoft Office, PowerPoint, CPA, Management
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
DePaul University 1989 — 1991
MS, Accounting
Cornell University 1984 — 1988
BS, Hotel Administration
Consultant / Independent March 2011 - Present
UBS Investment Bank April 1997 - February 2011
Advanced Computer Enterprise, Inc., Queens, NY June 1987 - April 1997
Skills
DNS, DHCP, FTP, WINS, DFS, Disaster Recovery, Data Center, ITIL, VMware, Unix, Business Continuity, SharePoint, Active Directory, Windows Server, Vendor Management, Infrastructure, Enterprise Architecture, Solaris, IT Strategy, Technical Support, Project Management, Information Technology, Citrix, Storage Area Networks, Servers, Networking, Hardware, Software Documentation, Troubleshooting
Education
Columbia University in the City of New York
New York Institute of Technology
BS, Accounting, Computer Science
UBS Investment Bank December 2010 - Present
Credit Suisse July 2009 - August 2010
HwC Ventures 2010 - 2010
Skills
Fixed Income, Financial Modeling, Financial Analysis, Valuation, Strategy, Investment Banking, Emerging Markets, Mergers & Acquisitions, Capital Markets, Corporate Finance, Bloomberg, Due Diligence, Derivatives, Hedge Funds, Equities, Investments, Private Equity
Education
Columbia University in the City of New York 2007 — 2009
BTG Pactual Commodities (US) LLC August 2015 - Present
Freepoint Commodities January 2012 - August 2015
JP Morgan September 2010 - December 2011
RBS Sempra Commodities July 2008 - September 2010
UBS Investment Bank September 2007 - July 2008
Midland Bank 1993 - 1996
Price Waterhouse 1987 - 1990
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance
Southern Methodist University 1983 — 1987
BBA, Accounting
Barclays Capital May 2011 - Present
UBS Investment Bank July 2009 - May 2011
LM Isis Capital Partners March 2008 - October 2008
Banc of America Securities October 2005 - February 2008
Education
Columbia University in the City of New York
BearTooth Advisors August 2015 - Present
UBS Investment Bank July 2012 - August 2015
UBS Investment Bank July 2009 - July 2012
UBS Investment Bank June 2008 - August 2008
Education
Columbia University in the City of New York 2005 — 2009
Bachelor of Arts, History, Economics
E.L. Crossley Secondary School 2001 — 2005
KPMG Corporate Fiance LLC November 2012 - April 2015
Duff & Phelps March 2009 - November 2012
Houlihan Lokey April 2000 - February 2009
UBS Investment Bank June 1993 - April 2000
Skills
Mergers & Acquisitions, Structured Finance, Investments, Loan Origination, Growth Capital, Capital, Mutual Funds, Private Equity, Investment Banking, Valuation, Leveraged Finance, LBO, Financial Modeling, Financial Structuring, Venture Capital, Due Diligence, Restructuring, Business Valuation
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance and Marketing
Loyola University Maryland 1985 — 1989
BBA, Finance and Political Science
Cornerstone Capital Inc. March 2014 - September 2015
Hugo Neu Corportion October 2011 - February 2014
UBS Investment Bank 1996 - June 2009
MasterCard July 1995 - July 1996
Bain & Company June 1993 - July 1995
ASPIRE (educational exchange company) July 1990 - August 1991
3220/Washington Research Institute June 1987 - June 1990
Skills
Emerging Markets, Equities, Investments, Private Equity, Alternative Investments, Start-ups, Impact Investing, Finance, Hedge Funds, Trading, Strategy, Valuation, Business Development, Investment Management, Market Research, Macro, Capital Markets
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, International Finance
University of California, Berkeley 1983 — 1987
BA, French Language and Literature
Iguana Healthcare Partners, LP 2012 - Present
Citadel Investment Group 2010 - 2012
UBS Investment Bank 2007 - 2008
Merlin Biomed LLC 2004 - 2007
Neuberger Berman 2000 - 2004
Skills
Proprietary Trading, Equities, Mutual Funds, Fixed Income, Equity Research, Securities, Investment Management, Bloomberg, Asset Allocation, Investment Strategies, Series 7, Equity Trading
Education
Columbia University College of Physicians and Surgeons
M.D.
University of Michigan, Ann Arbor
BS, Biology
AMS Health Care Mortgage Corporation July 2008 - Present
UBS Investment Bank 2005 - 2008
UBS 2005 - 2008
Merrill Lynch & Co 1979 - 2000
Skills
Business Strategy, Management, Finance, Capital Markets, Investment Banking, Bonds, Mergers & Acquisitions, Financial Analysis, Negotiation, Derivatives, Due Diligence, Financial Modeling, Mergers, Strategic Planning, Valuation, Fixed Income, Strategy, Risk Management, Investments, Financial Structuring, Portfolio Management, Structured Finance, Securities, Private Equity, Asset Management
Education
Columbia University in the City of New York 1972 — 1974
Master of Science Hospital Administration, Hospital Administration
Stonehill College 1961 — 1966
BA, Philosophy
Credit Suisse May 2015 - Present
Citi 2014 - 2015
UBS Investment Bank 2013 - 2014
Barclays Investment Bank 2009 - 2013
Goldman Sachs 2005 - 2009
Goldman Sachs 1998 - 2005
Goldman Sachs 1997 - 1998
Alcatel-Lucent 1996 - 1997
AT&T 1990 - 1996
Skills
Fixed Income, Trading Systems, Interest Rate..., Derivatives, Prime Brokerage, Program Management, Team Leadership, Business Analysis, Project Management, Software Development, Leadership, Risk Management, Cross-functional Team..., Team Building, SDLC, Emerging Markets, Hedge Funds, Electronic Trading, Equities, Investment Banking, Equity Derivatives, Critical Thinking, Market Risk, Middle Office, Technical Architecture, Swaps, Staff Development, FX Options, Management, Integration, Market Data, Vendor Management, Software Project..., Sybase, Capital Markets, Group Decision Making, Credit Risk, Credit Derivatives, Financial Risk, Fund Administration, Options, Business Process..., Infrastructure..., C++, Change Management, Stakeholder Engagement, Financial Markets, Valuation, Reference Data
Education
Columbia University in the City of New York 1991 — 1992
MS, Computer Science
Stony Brook University 1987 — 1990
BS, Computer Science
UBS Investment Bank September 2011 - Present
Oppenheimer & Co. January 2008 - July 2009
CIBC World Markets July 2006 - December 2007
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
MBA
Columbia University in the City of New York 2001 — 2005
B.S.
Lazard October 2014 - Present
Lazard June 2011 - October 2014
BlackRock February 2010 - January 2011
UBS Investment Bank May 2006 - December 2009
Credit Agricole CIB November 1999 - May 2006
Long Beach Township Beach Patrol June 1993 - September 1999
Education
Columbia University in the City of New York 1998 — 1999
MA, French Cultural Studies
Georgetown University 1994 — 1998
BS, French
Rocky Mountain Institute 2013 - Present
Deutsche Bank 2010 - 2012
Douglas Westwood January 2010 - June 2010
Deutsche Bank Securities June 2009 - August 2009
Ecoban Finance Limited November 2008 - May 2009
UBS Investment Bank 2006 - 2008
Skills
Derivatives, Equities, Options, Trading, Financial Modeling, Economics, VBA, Bloomberg, Equity Derivatives, Fixed Income, Excel, Bonds, R, Python, Mandarin
Education
Columbia University - School of International and Public Affairs 2008 — 2010
Master of International Affairs, Energy Economics and Policy, 3.9
University of North Carolina at Chapel Hill 2001 — 2005
BA, Economics
Independent Online Courses (Coursera.org)
Shipping & Finance, LTD. 1999 - Present
UBS Investment Bank 1985 - 1998
UBS 1985 - 1998
OECD 1984 - 1984
Katz Scher and Miller Jesser 1978 - 1980
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Finance and Money and Financial Markets
University of Notre Dame Law School 1979 — 1982
JD, Law
Northwestern University 1975 — 1978
BA, Political Science, Economics
UBS Investment Bank August 2007 - Present
UBS Investment Bank June 2006 - August 2006
Webzen Inc. 2003 - 2005
JPMorgan 2002 - 2003
Education
Columbia University in the City of New York
Barclays Capital June 2011 - June 2014
UBS Investment Bank December 2010 - February 2011
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Singapore Management University 2007 — 2011
BBM, Finance
ESADE Business School 2010 — 2010
Spring semester exchange program
Hwa Chong Junior College 2003 — 2004
Lazard 2015 - Present
Lazard 2011 - 2014
UBS Investment Bank June 2010 - August 2010
CH-IV International March 2006 - August 2009
Education
Columbia University - Columbia Business School 2009 — 2011
MBA (Graduated with Dean's Honors), Finance & Management
University of Maryland College Park 2003 — 2005
BSc, Chemical Engineering
CompStak® October 2014 - Present
Amplify Education July 2013 - October 2014
UBS Investment Bank July 2011 - July 2013
Investors Economic Assurance, LLC February 2011 - July 2011
Intelligentsia Tutoring, Inc September 2009 - January 2011
Princeton University October 2005 - September 2009
Yale University 2003 - 2005
Skills
Data Analysis, Python, SQL, Data Mining, Databases, Linux, Teaching, Statistics, Mathematics, Excel, Matlab, Analysis, Java, Machine Learning, Programming, NoSQL, MongoDB, MapReduce
Education
Columbia University in the City of New York 2009 — 2011
M.A., Statistics
New York University 2003 — 2005
M.M., Music Technology
Yale University 1999 — 2003
B.A., Cognitive Science
JIC Investment June 2015 - Present
Columbia University in the City of New York September 2014 - Present
Barclays Investment Bank December 2014 - May 2015
UBS Investment Bank September 2013 - August 2014
Skills
Asset Managment, Financial Modeling, Entrepreneurship, Bloomberg, Asset Management, Equities, Portfolio Management, Valuation, Equity Research, Financial Analysis
Education
Columbia University - School of International and Public Affairs 2013 — 2015
Master of Public Administration (MPA), International Finance, Energy and Environmental
Wuhan University 2007 — 2011
Bachelor's degree, Financial Mathematics
GE Capital March 2015 - Present
JPMorgan Chase October 2012 - March 2015
UBS August 2011 - October 2012
UBS Investment Bank September 2004 - August 2011
UBS Investment Bank November 2000 - September 2004
UBS Investment Bank May 1997 - November 2000
UBS Investment Bank June 1995 - May 1997
Serfin Securities September 1992 - February 1995
USPTO September 1988 - August 1990
Skills
Credit Risk, Capital Markets, Industry Analysis, Financial Markets, Derivatives, Risk Management
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Rensselaer Polytechnic Institute
BS, Mechanical Engineering
MCE Social Capital September 2013 - Present
LIFT Investments October 2010 - Present
Hot Bread Kitchen August 2012 - August 2013
Opportunity Collaboration October 2012 - October 2012
ESV Strategies January 2010 - June 2012
Innovations for Poverty Action May 2010 - August 2010
UBS Investment Bank June 2007 - August 2009
Skills
Economics, Quantitative Analytics, International..., Stata, Emerging Markets, Microfinance, Financial Modeling, Research, Economic Development, Public Policy, Policy Analysis, Investment Banking, Econometrics, Financial Analysis, Fundraising, Non-profits, Valuation, Private Equity, Nonprofits, Program Evaluation, Finance, Strategy, Investments, Mergers & Acquisitions
Education
Columbia University - School of International and Public Affairs 2009 — 2011
Masters of Public Administration, Economic and Political Development
Queen's University 2003 — 2007
Bachelors of Commerce, Finance
HEC Paris 2006 — 2006
Bachelor of Business Administration (B.B.A.), Business/ Finance, Study abroad term winter 2006
Sendero Midstream August 2014 - Present
Columbia Business School July 2012 - May 2014
Plains All American January 2010 - July 2012
UBS Investment Bank July 2008 - December 2009
Education
Columbia Business School 2012 — 2014
MBA
Yale University 2004 — 2008
B.A., Political Science
Castleton Commodities International March 2015 - Present
UBS Investment Bank July 2013 - March 2015
Gottex Fund Management October 2011 - July 2013
OmniMarkets, LLC June 2011 - August 2011
Fengxun Trading 2008 - 2009
Skills
R, C++, matlab, predictive modeling, machine learning, Bloomberg/Bloomberg..., Trading, Derivatives, Risk Management, Bloomberg, Quantitative Finance, Quantitative Research, Trading Strategies, Futures Trading, Equities, VBA
Education
Columbia University in the City of New York 2010 — 2011
M.S., Opreation Research (GPA 3.88), Financial and Managerial Applications
Huazhong University of Science and Technology 2005 — 2009
B.S., Electronic and Computer Engineering
No.1 Middle School
loanDepot LLC June 2015 - Present
Rincon Point Capital September 2011 - Present
Miramar Group July 2013 - March 2015
PIMCO June 2012 - July 2013
Goldman Sachs May 2009 - October 2011
UBS Investment Bank August 2005 - April 2009
Skills
Private Equity, Venture Capital, Mergers, Structured Finance, Trading, Financial Structuring, Investment Banking, Mergers & Acquisitions, Portfolio Management, Equities, Alternative Investments, Capital Markets, Investments, Valuation, Financial Modeling, Finance, Derivatives, Structured Products, Corporate Finance, Fixed Income, Hedge Funds, Asset Management
Education
Columbia University in the City of New York
Davidson College
Woodberry Forest
Self employed 2012 - Present
UBS Investment Bank 2009 - 2012
Citi 2005 - 2007
Merrill Lynch 2004 - 2005
Credit Suisse 1993 - 2004
New York Presbyterian Hospital 1992 - 1993
New York Presbyterian Hospital 1991 - 1992
Education
Columbia University College of Physicians and Surgeons 1986 — 1991
Doctor of Medicine (M.D.), Medicine
University of Pennsylvania 1982 — 1986
Bachelor's Degree, History of Art
Horace Mann School 1976 — 1982
High School
Orchard Hill April 2013 - August 2015
UBS Investment Bank 2010 - 2013
Credit Agricole CIB 2008 - 2009
Education
Columbia University in the City of New York 2009 — 2010
MS, Financial Engineering
Ecole nationale des Ponts et Chaussées 2006 — 2010
Master of Science (M.S.), Applied maths, Economics
McKinsey & Company August 2013 - May 2015
Credit Suisse May 2012 - June 2012
Barclays Capital January 2012 - March 2012
UBS Investment Bank June 2011 - August 2011
Skills
Bloomberg, Mandarin, Equity Derivatives, Structured Products, Quantitative risk..., Econometrics, Microsoft Excel, Eviews, Reuters 3000, Matlab, VBA, Corporate Finance, SQL, Financial Modeling, Equity Research, Valuation, Financial Analysis
Education
Columbia University in the City of New York 2012 — 2013
Master of Science (M.S.), Financial Engineering
Hong Kong University of Science and Technology - School of Business and Management 2008 — 2012
Bsc, Economics and Finance
New York University, Stern School of Business 2011 — 2011
International Exchange Program
High school
Columbia University Department of Psychiatry and New York State Psychiatric Institute June 2015 - Present
Partnership with Children January 2015 - May 2015
Lutheran Social Services of New York September 2014 - January 2015
Bell Curves August 2013 - September 2014
UBS Investment Bank July 2011 - August 2013
UBS Investment Bank June 2010 - August 2010
Keane Capital Management May 2009 - August 2009
Skills
Renewable Energy, Financial Modeling, Investment Banking, Corporate Finance, Valuation, Emerging Markets, Event Planning
Education
Columbia University - Columbia School of Social Work 2014 — 2016
Master's Degree, Clinical Social Work
Davidson College 2008 — 2011
Bachelor's Degree, Economics
University of Virginia 2007 — 2008
NA, Economics
SinoLatin Capital January 2013 - Present
SinoLatin Capital March 2010 - January 2013
UBS Investment Bank May 2006 - March 2008
Skills
Capital Markets, Corporate Finance, Due Diligence, Emerging Markets, Financial Modeling, Investment Banking, Latin America, Management, Mergers, Private Equity, Valuation, Portfolio Management, Finance, Financial Analysis, Venture Capital, Investments
Education
Columbia Business School 2004 — 2006
MBA
North Carolina State University 1998 — 1999
BS, Business Management
The University of Arizona August 2011 - Present
US Peace Corps March 2007 - May 2009
UBS Investment Bank August 2004 - March 2007
Skills
Policy Analysis
Education
University of Arizona 2011 — 2016
Columbia University - School of International and Public Affairs 2009 — 2010
MPA, Environmental Science and Policy
Wheaton College 2002 — 2004
SSI (Survey Sampling International) January 2012 - Present
Providence Equity Partners 2003 - 2012
BCI Partners 1999 - 2001
UBS Investment Bank 1997 - 1999
Arthur Andersen 1996 - 1997
Education
Columbia Business School 2001 — 2003
Master of Business Administration (M.B.A.), Finance, General
Washington and Lee University 1992 — 1996
Bachelor of Science (BS), Accounting and Business/Management
Memphis University School 1986 — 1992
Deerpath Capital Management April 2014 - Present
Golub Capital February 2011 - December 2013
J.P. Morgan 2008 - 2011
UBS Investment Bank 2006 - 2008
Education
Columbia University in the City of New York 1991 — 1995
Bachelor of Arts (BA)
Capstone Investment Advisors January 2008 - Present
Millenium Partners August 2006 - December 2007
J.P. Morgan 2003 - 2006
UBS Investment Bank 2000 - 2003
Skills
Hedge Funds, Alternative Investments, Fixed Income, Trading, Equities, Derivatives, Portfolio Management, Asset Managment, Bonds, Options, Bloomberg, Investments, Capital Markets, Investment Banking, Private Equity, Structured Products
Education
Columbia Business School 1995 — 1996
Master of Business Administration (MBA), Finance, General
Wharton School, University of Pennsylvania
Bachelor of Applied Science (B.A.Sc.), Finance, General
University of Pennsylvania
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
State Street Bank January 2013 - Present
Goldman Sachs June 1998 - November 2012
UBS Investment Bank March 1996 - June 1998
JPMorgan Chase December 1994 - March 1996
PricewaterhouseCoopers June 1992 - December 1994
Skills
Portfolio Management, Emerging Markets, Risk Management, FX Options, Private Equity, Corporate Finance, Investments, Trading, Hedge Funds, Snorkeling, Derivatives, Fixed Income, Alternative Investments, Equities, Securities, Prime Brokerage
Education
Columbia University in the City of New York 1998 — 2000
Master of Arts (M.A.), Statistics
New York University, Stern School of Business 1989 — 1993
Bachelor of Science (BS), Management Information Systems
St. Peters Preparatory 1985 — 1989
High School
Columbia Business School August 2013 - Present
Bain & Company June 2014 - August 2014
Macquarie Group June 2011 - March 2013
UBS Investment Bank December 2005 - December 2010
Skills
Financial Modeling, Financial Analysis, Economics, Equities, Mergers & Acquisitions, Equity Capital Markets, Corporate Law, Accounting, Valuation
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
University of Sydney 2003 — 2007
Bachelor of Laws (LLB)
University of Sydney 2003 — 2005
Bachelor of Commerce (BCom)