UBS Investment Bank
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UBS Investment Bank Employees
Employee
Years
Job
Industry
Kelly (Plossl) Overton, PMP Kelly (Plossl) Overton, PMP's UBS Investment Bank Experience 2005 - 2006
Job Project Management
Industry Financial Services
Experience
Charles Schwab September 2015 - Present
Nordstrom July 2013 - Present
Be Present, Inc December 2011 - June 2013
Nordstrom October 2010 - January 2012
Northbound DGS 2009 - November 2011
Academy of Art University October 2006 - December 2009
UBS Investment Bank 2005 - 2006
Bear Stearns December 2004 - December 2005
Oppenheimer & Co. December 2004 - September 2005
Women and Minorities in Business at The Johnson School at Cornell University 1999 - 2003
Skills
SharePoint, Business Strategy, CRM, Lead Generation, Customer Service, Market Research, Recruiting, Merchandising, Direct Sales, Salesforce.com, PeopleSoft, Social Networking, Training, Marketing, Microsoft Excel, Data Analysis, Email Marketing, Product Marketing, Operations Management, Styling, Analytical Skills, People Skills, Financial Reporting, Financial Analysis, Sales Process, Writing, Consumer Goods, Restaurants, training and development, Fashion Buying, Project Management, Leadership, Management
Education
Cornell University 1999 — 2003
BA, Economics
Charles Schwab September 2015 - Present
Nordstrom July 2013 - Present
Be Present, Inc December 2011 - June 2013
Nordstrom October 2010 - January 2012
Northbound DGS 2009 - November 2011
Academy of Art University October 2006 - December 2009
UBS Investment Bank 2005 - 2006
Bear Stearns December 2004 - December 2005
Oppenheimer & Co. December 2004 - September 2005
Women and Minorities in Business at The Johnson School at Cornell University 1999 - 2003
Skills
SharePoint, Business Strategy, CRM, Lead Generation, Customer Service, Market Research, Recruiting, Merchandising, Direct Sales, Salesforce.com, PeopleSoft, Social Networking, Training, Marketing, Microsoft Excel, Data Analysis, Email Marketing, Product Marketing, Operations Management, Styling, Analytical Skills, People Skills, Financial Reporting, Financial Analysis, Sales Process, Writing, Consumer Goods, Restaurants, training and development, Fashion Buying, Project Management, Leadership, Management
Education
Cornell University 1999 — 2003
BA, Economics
Jason Ehrlich Jason Ehrlich's UBS Investment Bank Experience 2007 - 2009
Job Vice President at Lightyear Capital
Industry Financial Services
Experience
Lightyear Capital January 2014 - Present
Aquiline Capital Partners 2009 - 2014
UBS Investment Bank 2007 - 2009
Skills
Investment Banking, Capital Markets, Mergers & Acquisitions, Investments, Financial Services, Financial Institutions, Valuation, Private Equity, Financial Modeling, Corporate Finance, Financial Analysis, Due Diligence, Alternative Investments, Emerging Markets, Finance
Education
Cornell University 2004 — 2007
BA, Economics
Brentwood
Lightyear Capital January 2014 - Present
Aquiline Capital Partners 2009 - 2014
UBS Investment Bank 2007 - 2009
Skills
Investment Banking, Capital Markets, Mergers & Acquisitions, Investments, Financial Services, Financial Institutions, Valuation, Private Equity, Financial Modeling, Corporate Finance, Financial Analysis, Due Diligence, Alternative Investments, Emerging Markets, Finance
Education
Cornell University 2004 — 2007
BA, Economics
Brentwood
Ethan Kao Ethan Kao's UBS Investment Bank Experience July 2012 - Present
Job FX Derivatives Trading
Industry Investment Banking
Experience
UBS Investment Bank July 2012 - Present
UBS Investment Bank June 2011 - August 2011
Cornell University January 2011 - May 2011
Cornell University September 2010 - May 2011
GE Energy June 2010 - August 2010
Skills
Java, Matlab, Python, C, Programming, Data Analysis, Microsoft Office, Mandarin
Education
Cornell University 2008 — 2012
Bachelor of Science cum laude, Computer Science
UBS Investment Bank July 2012 - Present
UBS Investment Bank June 2011 - August 2011
Cornell University January 2011 - May 2011
Cornell University September 2010 - May 2011
GE Energy June 2010 - August 2010
Skills
Java, Matlab, Python, C, Programming, Data Analysis, Microsoft Office, Mandarin
Education
Cornell University 2008 — 2012
Bachelor of Science cum laude, Computer Science
Tomi Odunsi Tomi Odunsi's UBS Investment Bank Experience June 2009 - August 2009
Job MBA Student New York University Leonard N. Stern School of Business
Industry Management Consulting
Experience
Deloitte May 2014 - August 2014
Council of Fashion Designers of America (CFDA) February 2014 - May 2014
Revlon January 2014 - May 2014
Kiehl's Since 1851 September 2013 - December 2013
Black MBA Women July 2013 - August 2013
Goldman Sachs July 2010 - July 2013
UBS Investment Bank June 2009 - August 2009
Skills
Investments, Project Management, Analysis, Finance, Financial Analysis, General Ledger, Corporate Finance, Business Analysis, Microsoft Excel, Strategy, Data Analysis, Financial Reporting, Business Strategy, Accounting, Forecasting, Analytics, Budgets, Internal Controls
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Luxury Marketing, Strategy
Cornell University 2006 — 2010
B.S., Applied Economics and Management
Williamsville North High School 2002 — 2006
Deloitte May 2014 - August 2014
Council of Fashion Designers of America (CFDA) February 2014 - May 2014
Revlon January 2014 - May 2014
Kiehl's Since 1851 September 2013 - December 2013
Black MBA Women July 2013 - August 2013
Goldman Sachs July 2010 - July 2013
UBS Investment Bank June 2009 - August 2009
Skills
Investments, Project Management, Analysis, Finance, Financial Analysis, General Ledger, Corporate Finance, Business Analysis, Microsoft Excel, Strategy, Data Analysis, Financial Reporting, Business Strategy, Accounting, Forecasting, Analytics, Budgets, Internal Controls
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Luxury Marketing, Strategy
Cornell University 2006 — 2010
B.S., Applied Economics and Management
Williamsville North High School 2002 — 2006
Kevin Jay Kevin Jay's UBS Investment Bank Experience December 2009 - October 2010
Job Vice President at Investcorp
Industry Venture Capital & Private Equity
Experience
Investcorp February 2014 - Present
Arsenal Capital Partners October 2010 - January 2014
UBS Investment Bank December 2009 - October 2010
Oppenheimer & Co. July 2007 - November 2009
Skills
Fine Dining, Private Equity, Valuation, Financial Modeling, LBO, Leveraged Finance, M&A experience, Investment Banking, Corporate Development, Capital Markets, Financial Structuring, Due Diligence, Venture Capital, Mergers & Acquisitions
Education
Cornell University 2004 — 2007
Bachelor of Science (BS), Applied Economics
Investcorp February 2014 - Present
Arsenal Capital Partners October 2010 - January 2014
UBS Investment Bank December 2009 - October 2010
Oppenheimer & Co. July 2007 - November 2009
Skills
Fine Dining, Private Equity, Valuation, Financial Modeling, LBO, Leveraged Finance, M&A experience, Investment Banking, Corporate Development, Capital Markets, Financial Structuring, Due Diligence, Venture Capital, Mergers & Acquisitions
Education
Cornell University 2004 — 2007
Bachelor of Science (BS), Applied Economics
Margaret Kasschau Margaret Kasschau's UBS Investment Bank Experience April 2012 - Present
Job Equity Client Support at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank April 2012 - Present
Instinet Corporation July 2010 - April 2012
Genetic Engineering & Biotechnology News March 2009 - May 2010
Skills
Series 7, Hedge Funds, Social Media, Bloomberg, Equities, Securities, Capital Markets, Fixed Income
Education
Cornell University 2006 — 2010
B.S., Biology & Society, Minor in Nutritional Sciences
UBS Investment Bank April 2012 - Present
Instinet Corporation July 2010 - April 2012
Genetic Engineering & Biotechnology News March 2009 - May 2010
Skills
Series 7, Hedge Funds, Social Media, Bloomberg, Equities, Securities, Capital Markets, Fixed Income
Education
Cornell University 2006 — 2010
B.S., Biology & Society, Minor in Nutritional Sciences
Timothy Gee Timothy Gee's UBS Investment Bank Experience July 2005 - June 2010
Job Managing Director at Instinet Incorporated
Industry Financial Services
Experience
Instinet Incorporated October 2014 - Present
ZAAZ Studios June 2012 - October 2014
Societe Generale August 2010 - May 2012
UBS Investment Bank July 2005 - June 2010
Morgan Stanley March 2003 - March 2005
Morgan Stanley March 1996 - March 2003
Skills
Equities, Derivatives, Trading, Sales&Marketing, Management, Strategy, Implementation..., Hedge Funds, Implementation Plans, Investment Banking, Finance, Sales, Marketing, Venture Capital, Private Equity, Fixed Income, Emerging Markets, Valuation, Investments, Capital Markets, Mergers & Acquisitions, Alternative Investments, Bloomberg, Corporate Finance, Corporate Development, Equity Research, Asset Management
Education
NYU Stern School of Business 1988 — 1990
Master of Science (MS), Accounting and Finance
Cornell University 1984 — 1988
Bachelor of Science (BS), Economics
Instinet Incorporated October 2014 - Present
ZAAZ Studios June 2012 - October 2014
Societe Generale August 2010 - May 2012
UBS Investment Bank July 2005 - June 2010
Morgan Stanley March 2003 - March 2005
Morgan Stanley March 1996 - March 2003
Skills
Equities, Derivatives, Trading, Sales&Marketing, Management, Strategy, Implementation..., Hedge Funds, Implementation Plans, Investment Banking, Finance, Sales, Marketing, Venture Capital, Private Equity, Fixed Income, Emerging Markets, Valuation, Investments, Capital Markets, Mergers & Acquisitions, Alternative Investments, Bloomberg, Corporate Finance, Corporate Development, Equity Research, Asset Management
Education
NYU Stern School of Business 1988 — 1990
Master of Science (MS), Accounting and Finance
Cornell University 1984 — 1988
Bachelor of Science (BS), Economics
Ji Suh Ji Suh's UBS Investment Bank Experience March 2014 - Present
Job Analyst at UBS Investment Bank
Industry Financial Services
Rohit Verma Rohit Verma's UBS Investment Bank Experience 2007 - 2013
Job M&A Banker at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets 2013 - Present
UBS Investment Bank 2007 - 2013
RBC Capital Markets 2006 - 2007
Deccan Value Advisors 2005 - 2005
CD Adapco group 2001 - 2004
Skills
Deal Structuring, Investment Banking, Competitive Analysis, Valuation, Project Management, Cross-functional Team..., Business Development, DCF, Negotiation, Business Strategy, Financial Modeling, Mergers & Acquisitions, Strategy, Capital Markets, Treasury Services, Business Acquisition..., Due Diligence, Client Development, Team Building, Technology, Equities, Analysis, Financial Markets, Corporate Finance, Corporate Development, Private Equity
Education
Cornell University - S.C. Johnson Graduate School of Management 2004 — 2006
MBA, Finance
Mississippi State University 1999 — 2001
M.S, Computational Engineering
IIT Bombay 1994 — 1998
B.Tech, Aerospace Engineering
RBC Capital Markets 2013 - Present
UBS Investment Bank 2007 - 2013
RBC Capital Markets 2006 - 2007
Deccan Value Advisors 2005 - 2005
CD Adapco group 2001 - 2004
Skills
Deal Structuring, Investment Banking, Competitive Analysis, Valuation, Project Management, Cross-functional Team..., Business Development, DCF, Negotiation, Business Strategy, Financial Modeling, Mergers & Acquisitions, Strategy, Capital Markets, Treasury Services, Business Acquisition..., Due Diligence, Client Development, Team Building, Technology, Equities, Analysis, Financial Markets, Corporate Finance, Corporate Development, Private Equity
Education
Cornell University - S.C. Johnson Graduate School of Management 2004 — 2006
MBA, Finance
Mississippi State University 1999 — 2001
M.S, Computational Engineering
IIT Bombay 1994 — 1998
B.Tech, Aerospace Engineering
Steve Song Steve Song's UBS Investment Bank Experience August 2009 - July 2010
Job Vice President M&A at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital August 2010 - Present
UBS Investment Bank August 2009 - July 2010
Accenture August 2000 - July 2007
Skills
Investment Banking, M&A experience, M&A execution, Valuation, Financial Modeling, Technology, Project Management, Corporate Finance, Healthcare, Mergers & Acquisitions, Management Consulting
Education
Kellogg Graduate School of Management 2007 — 2009
Master of Business Administration (MBA), Accounting and Finance
University of Michigan 1999 — 2000
Master of Science (MS), Mechanical Engineering
Cornell University 1995 — 1999
Bachelor of Science (BS), Mechanical Engineering
Barclays Capital August 2010 - Present
UBS Investment Bank August 2009 - July 2010
Accenture August 2000 - July 2007
Skills
Investment Banking, M&A experience, M&A execution, Valuation, Financial Modeling, Technology, Project Management, Corporate Finance, Healthcare, Mergers & Acquisitions, Management Consulting
Education
Kellogg Graduate School of Management 2007 — 2009
Master of Business Administration (MBA), Accounting and Finance
University of Michigan 1999 — 2000
Master of Science (MS), Mechanical Engineering
Cornell University 1995 — 1999
Bachelor of Science (BS), Mechanical Engineering
Ken Hui Fu Ken Hui Fu's UBS Investment Bank Experience June 2011 - August 2011
Job Financial Services Technology Advisory at Ernst & Young
Industry Management Consulting
Experience
Ernst & Young July 2012 - Present
UBS Investment Bank June 2011 - August 2011
Accenture June 2010 - August 2010
Skills
VBA, Data Mining, Business Process..., Java, CRM, TOGAF, Enterprise Architecture, Visual Analytics, Customer Relationship..., Econometric Modeling, Financial Engineering, Oracle SQL, Matlab
Education
Cornell University 2008 — 2012
Dual Degree Program, B.Sc. in Operations Research & Information Engineering; B.A. in Economics
Ernst & Young July 2012 - Present
UBS Investment Bank June 2011 - August 2011
Accenture June 2010 - August 2010
Skills
VBA, Data Mining, Business Process..., Java, CRM, TOGAF, Enterprise Architecture, Visual Analytics, Customer Relationship..., Econometric Modeling, Financial Engineering, Oracle SQL, Matlab
Education
Cornell University 2008 — 2012
Dual Degree Program, B.Sc. in Operations Research & Information Engineering; B.A. in Economics
Zoe Weiss's UBS Investment Bank Experience February 2015 - Present
Job Investor Client Services Campus Recruiter at UBS Investment Bank
Industry Human Resources
Experience
UBS Investment Bank February 2015 - Present
UBS August 2013 - February 2015
Cornell University August 2012 - May 2013
UBS June 2012 - August 2012
Cornell University September 2011 - December 2011
Alpha Epsilon Phi Sorority January 2011 - November 2011
Michael Kors May 2011 - July 2011
Cornell University August 2010 - May 2011
The Statler Hotel August 2009 - May 2010
Skills
Event Management, Retail, Special Events, PowerPoint, Word, Excel, Microsoft Office, Event Planning, Customer Service, French, Italian, Microsoft Word, Microsoft Excel, Recruiting, Social Media, Management, Human Resources
Education
Cornell University 2009 — 2013
ILR, Industrial and Labor Relations
Florence University of the Arts 2012 — 2012
Millburn High School 2005 — 2009
UBS Investment Bank February 2015 - Present
UBS August 2013 - February 2015
Cornell University August 2012 - May 2013
UBS June 2012 - August 2012
Cornell University September 2011 - December 2011
Alpha Epsilon Phi Sorority January 2011 - November 2011
Michael Kors May 2011 - July 2011
Cornell University August 2010 - May 2011
The Statler Hotel August 2009 - May 2010
Skills
Event Management, Retail, Special Events, PowerPoint, Word, Excel, Microsoft Office, Event Planning, Customer Service, French, Italian, Microsoft Word, Microsoft Excel, Recruiting, Social Media, Management, Human Resources
Education
Cornell University 2009 — 2013
ILR, Industrial and Labor Relations
Florence University of the Arts 2012 — 2012
Millburn High School 2005 — 2009
Leeor Avigdor Leeor Avigdor's UBS Investment Bank Experience 2006 - September 2011
Job Director, Strategic Development — Benefit Street Partners / Providence Equity
Industry Investment Management
Experience
Benefit Street Partners / Providence Equity Partners April 2015 - Present
Barclays March 2013 - April 2015
Barclays September 2011 - March 2013
UBS Investment Bank 2006 - September 2011
UBS Investment Bank 2003 - 2006
Skills
Investment Banking, Financial Institutions, Mergers & Acquisitions, Capital Markets, Fixed Income, Derivatives, Asset Management
Education
Cornell University 1999 — 2003
Operations Research and Industrial Engineering, School of Engineering
Pikesville High School
Benefit Street Partners / Providence Equity Partners April 2015 - Present
Barclays March 2013 - April 2015
Barclays September 2011 - March 2013
UBS Investment Bank 2006 - September 2011
UBS Investment Bank 2003 - 2006
Skills
Investment Banking, Financial Institutions, Mergers & Acquisitions, Capital Markets, Fixed Income, Derivatives, Asset Management
Education
Cornell University 1999 — 2003
Operations Research and Industrial Engineering, School of Engineering
Pikesville High School
Samantha Yellen Samantha Yellen's UBS Investment Bank Experience June 2015 - Present
Job Research Associate at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank June 2015 - Present
Cognizant June 2015 - Present
AIG June 2014 - August 2014
Cornell University August 2013 - January 2014
Cornell University June 2012 - August 2012
Cornell University June 2012 - August 2012
Roswell Park Cancer Institute June 2010 - August 2010
Skills
Microsoft Office, InDesign, Photoshop, PowerPoint, Microsoft Word, Microsoft Excel, Research, Teamwork, Social Media, Customer Service, Analytical Skills, Interpersonal Skill, Communication, Data Analysis, DNA, Analysis, Laboratory, Spanish, Statistics, Event Planning, Leadership
Education
Cornell University 2011 — 2015
Bachelor of Arts (B.A.), Chemistry, Junior
Randolph High School 2007 — 2011
UBS Investment Bank June 2015 - Present
Cognizant June 2015 - Present
AIG June 2014 - August 2014
Cornell University August 2013 - January 2014
Cornell University June 2012 - August 2012
Cornell University June 2012 - August 2012
Roswell Park Cancer Institute June 2010 - August 2010
Skills
Microsoft Office, InDesign, Photoshop, PowerPoint, Microsoft Word, Microsoft Excel, Research, Teamwork, Social Media, Customer Service, Analytical Skills, Interpersonal Skill, Communication, Data Analysis, DNA, Analysis, Laboratory, Spanish, Statistics, Event Planning, Leadership
Education
Cornell University 2011 — 2015
Bachelor of Arts (B.A.), Chemistry, Junior
Randolph High School 2007 — 2011
Ryan Osborne, CFA Ryan Osborne, CFA's UBS Investment Bank Experience September 2007 - December 2009
Job Director, Equity Products Sales and Trading at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities May 2012 - Present
Bank of America Merrill Lynch January 2010 - February 2012
UBS Investment Bank September 2007 - December 2009
HBK Capital Management March 2003 - August 2007
Skills
Equity Derivatives, Hedge Funds, Trading Systems, Equities, Prime Brokerage, Derivatives, Trading, Series 7, Alternative Investments, Swaps, ETFs, Structured Products, Options, Securities Lending, Series 63, Emerging Markets, Collateral Management, Equity Trading, Convertible Bonds, Electronic Trading, Settlement, Capital Markets, Financial Markets, Bloomberg, Investment Banking, Commodity, Middle Office, Valuation, Series 24, Asset Allocation, Structured Finance, Securities, Equity Research, Credit Derivatives, Fund Of Funds, Delta One, Market Risk, Bonds, Portfolio Management, Hedging, Proprietary Trading, Back Office, Investment Management, Interest Rate..., Mutual Funds, Equity Swaps, Fixed Income, CDS, FX Options, FINRA
Education
Cornell University
Wells Fargo Securities May 2012 - Present
Bank of America Merrill Lynch January 2010 - February 2012
UBS Investment Bank September 2007 - December 2009
HBK Capital Management March 2003 - August 2007
Skills
Equity Derivatives, Hedge Funds, Trading Systems, Equities, Prime Brokerage, Derivatives, Trading, Series 7, Alternative Investments, Swaps, ETFs, Structured Products, Options, Securities Lending, Series 63, Emerging Markets, Collateral Management, Equity Trading, Convertible Bonds, Electronic Trading, Settlement, Capital Markets, Financial Markets, Bloomberg, Investment Banking, Commodity, Middle Office, Valuation, Series 24, Asset Allocation, Structured Finance, Securities, Equity Research, Credit Derivatives, Fund Of Funds, Delta One, Market Risk, Bonds, Portfolio Management, Hedging, Proprietary Trading, Back Office, Investment Management, Interest Rate..., Mutual Funds, Equity Swaps, Fixed Income, CDS, FX Options, FINRA
Education
Cornell University
Frantzy Jean Philippe Frantzy Jean Philippe's UBS Investment Bank Experience June 2009 - August 2009
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
NASDAQ OMX June 2012 - August 2012
UBS Investment Bank June 2009 - August 2009
Skills
SQL, Active Directory, Java, JavaScript, HTML, Troubleshooting, Windows, Unix
Education
Cornell University 2010 — 2015
Bachelor's Degree, Computer Science, Electrical Computer Engineering
NASDAQ OMX June 2012 - August 2012
UBS Investment Bank June 2009 - August 2009
Skills
SQL, Active Directory, Java, JavaScript, HTML, Troubleshooting, Windows, Unix
Education
Cornell University 2010 — 2015
Bachelor's Degree, Computer Science, Electrical Computer Engineering
Liz Eberhart Liz Eberhart's UBS Investment Bank Experience November 1999 - July 2009
Job Managing Director, Head of Human Resources at Moelis & Company
Industry Financial Services
Experience
Moelis & Company August 2009 - Present
UBS Investment Bank November 1999 - July 2009
Skills
Human Resources, Performance Management, Financial Services, Onboarding, Talent Acquisition, Employee Relations, Talent Management, Recruiting, Equities, Organizational Design, Fixed Income, Succession Planning, Mergers, HRIS, Mergers & Acquisitions
Education
Cornell University
BS, Human Development
Moelis & Company August 2009 - Present
UBS Investment Bank November 1999 - July 2009
Skills
Human Resources, Performance Management, Financial Services, Onboarding, Talent Acquisition, Employee Relations, Talent Management, Recruiting, Equities, Organizational Design, Fixed Income, Succession Planning, Mergers, HRIS, Mergers & Acquisitions
Education
Cornell University
BS, Human Development
Leonard DeStefano Leonard DeStefano's UBS Investment Bank Experience June 2011 - August 2011
Job Acquisitions at Cohen Equities
Industry Real Estate
Experience
Cohen Equities November 2013 - Present
Gibraltar Capital and Asset Management June 2012 - October 2013
UBS Investment Bank June 2011 - August 2011
GLL Real Estate Partners June 2009 - June 2010
Key Bank Real Estate Capital May 2008 - August 2008
LGD Properties LLC September 2004 - July 2007
Education
Cornell University 2010 — 2012
Master's degree, Program in Real Estate
University of Central Florida - College of Business Administration 2007 — 2010
BSBA, Finance & Real Estate double major, Economics minor
Cohen Equities November 2013 - Present
Gibraltar Capital and Asset Management June 2012 - October 2013
UBS Investment Bank June 2011 - August 2011
GLL Real Estate Partners June 2009 - June 2010
Key Bank Real Estate Capital May 2008 - August 2008
LGD Properties LLC September 2004 - July 2007
Education
Cornell University 2010 — 2012
Master's degree, Program in Real Estate
University of Central Florida - College of Business Administration 2007 — 2010
BSBA, Finance & Real Estate double major, Economics minor
Saby Ghoshray Saby Ghoshray's UBS Investment Bank Experience 2007 - 2010
Job Regulatory Risk & Compliance Advisor at WorldCompliance a LexisNexis Company
Industry Investment Banking
Experience
WorldCompliance a LexisNexis Company 2010 - Present
UBS Investment Bank 2007 - 2010
Deloitte & Touche 2005 - 2007
Education
Cornell University - Johnson Graduate School of Management 1999 — 2000
MBA, Finance
Florida International University
Ph.D., Financial Engineering
Florida International University
M.S., Electrical Engineering
WorldCompliance a LexisNexis Company 2010 - Present
UBS Investment Bank 2007 - 2010
Deloitte & Touche 2005 - 2007
Education
Cornell University - Johnson Graduate School of Management 1999 — 2000
MBA, Finance
Florida International University
Ph.D., Financial Engineering
Florida International University
M.S., Electrical Engineering
Clare Dan Qi Clare Dan Qi's UBS Investment Bank Experience July 2013 - Present
Job Associate Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank July 2013 - Present
UBS Investment Bank June 2012 - August 2012
PwC August 2005 - May 2011
Skills
Investment Banking, Company Valuation, Financial Modeling, Financial Reporting, Statutory Accounting, Financial Audits, Chinese, Valuation, Financial Risk, Strategy, Competitive Analysis, Mergers & Acquisitions, Corporate Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
Master of Business Administration (MBA)
University of International Business and Economics 2001 — 2005
Bachelor of Accounting
UBS Investment Bank July 2013 - Present
UBS Investment Bank June 2012 - August 2012
PwC August 2005 - May 2011
Skills
Investment Banking, Company Valuation, Financial Modeling, Financial Reporting, Statutory Accounting, Financial Audits, Chinese, Valuation, Financial Risk, Strategy, Competitive Analysis, Mergers & Acquisitions, Corporate Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
Master of Business Administration (MBA)
University of International Business and Economics 2001 — 2005
Bachelor of Accounting
Jack Gonzalez Jack Gonzalez's UBS Investment Bank Experience September 1997 - May 2010
Job Managing Director; Equity Derivatives at JP Morgan
Industry Financial Services
Experience
JP Morgan June 2010 - Present
UBS Investment Bank September 1997 - May 2010
Education
Cornell University - Johnson Graduate School of Management 1995 — 1997
Master of Business Administration (MBA), Finance, General
Cornell University 1988 — 1991
Bachelor of Arts (B.A.), Economics
JP Morgan June 2010 - Present
UBS Investment Bank September 1997 - May 2010
Education
Cornell University - Johnson Graduate School of Management 1995 — 1997
Master of Business Administration (MBA), Finance, General
Cornell University 1988 — 1991
Bachelor of Arts (B.A.), Economics
Isaac (Runhui) Chen Isaac (Runhui) Chen's UBS Investment Bank Experience June 2015 - August 2015
Job Summer Analyst at UBS
Industry Financial Services
Experience
UBS Investment Bank June 2015 - August 2015
FHLBanks Office of Finance June 2014 - August 2014
Merrill Lynch September 2013 - April 2014
University of Virginia June 2013 - August 2013
Neusoft June 2012 - August 2012
Skills
Mandarin, Java, Web Applications, HTML, JavaScript, Social Networking
Education
Cornell University 2014 — 2015
Master of Engineering (M.Eng.), Operations Research and Information Engineering - Financial Engineering Concentration
University of Virginia 2010 — 2014
Bachelor of Science (B.S.), Commerce (Finance and Accounting concentrations); Mathematics
UBS Investment Bank June 2015 - August 2015
FHLBanks Office of Finance June 2014 - August 2014
Merrill Lynch September 2013 - April 2014
University of Virginia June 2013 - August 2013
Neusoft June 2012 - August 2012
Skills
Mandarin, Java, Web Applications, HTML, JavaScript, Social Networking
Education
Cornell University 2014 — 2015
Master of Engineering (M.Eng.), Operations Research and Information Engineering - Financial Engineering Concentration
University of Virginia 2010 — 2014
Bachelor of Science (B.S.), Commerce (Finance and Accounting concentrations); Mathematics
Andrew D. Sickinger's UBS Investment Bank Experience June 2012 - August 2012
Job Associate at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2013 - Present
Cornell University (Johnson) August 2011 - May 2013
UBS Investment Bank June 2012 - August 2012
Fidelity Investments August 2004 - November 2010
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Corporate Finance, Investment Banking, Series 7, Equities, Investments, Fixed Income, Business Strategy, Capital Markets, Strategy, Due Diligence, Private Equity, Portfolio Management, Mergers, Equity Research, Emerging Markets, Competitive Analysis, Venture Capital, Economics, Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Investment Banking Immersion
Ohio University 1999 — 2003
Bachelor in Business Administration, Management and Strategic Leadership
Summit Country Day School 1993 — 1999
Moelis & Company July 2013 - Present
Cornell University (Johnson) August 2011 - May 2013
UBS Investment Bank June 2012 - August 2012
Fidelity Investments August 2004 - November 2010
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Corporate Finance, Investment Banking, Series 7, Equities, Investments, Fixed Income, Business Strategy, Capital Markets, Strategy, Due Diligence, Private Equity, Portfolio Management, Mergers, Equity Research, Emerging Markets, Competitive Analysis, Venture Capital, Economics, Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Investment Banking Immersion
Ohio University 1999 — 2003
Bachelor in Business Administration, Management and Strategic Leadership
Summit Country Day School 1993 — 1999
Michelle Giuliano Michelle Giuliano's UBS Investment Bank Experience February 2015 - Present
Job Capital Introduction at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank February 2015 - Present
ING Investment Management 2011 - January 2015
Credit Suisse Asset Management 2008 - 2010
Credit Suisse 2005 - 2008
Skills
Project Finance, Hedge Funds, Fund Of Funds, Alternative Investment..., Investor Relations, hedge fund business..., Fixed Income, Commodities, Equities, Alternative Investments, Investment Management, Commodity, Strategy, Mutual Funds, Bloomberg, Asset Management, Derivatives, Portfolio Management, Capital Markets, Investments
Education
Cornell University 2001 — 2005
BS, Applied Economics and Management
UBS Investment Bank February 2015 - Present
ING Investment Management 2011 - January 2015
Credit Suisse Asset Management 2008 - 2010
Credit Suisse 2005 - 2008
Skills
Project Finance, Hedge Funds, Fund Of Funds, Alternative Investment..., Investor Relations, hedge fund business..., Fixed Income, Commodities, Equities, Alternative Investments, Investment Management, Commodity, Strategy, Mutual Funds, Bloomberg, Asset Management, Derivatives, Portfolio Management, Capital Markets, Investments
Education
Cornell University 2001 — 2005
BS, Applied Economics and Management
Jared Malavé's UBS Investment Bank Experience 2006 - 2009
Job
Industry Financial Services
Experience
Aleutian Capital Partners 2013 - 2014
Dominick & Dominick LLC 2011 - 2013
Malavé Capital, LLC 2009 - 2011
UBS Investment Bank 2006 - 2009
HSBC Securities 2005 - 2006
Peregrine Capital Partners 2005 - 2005
Medco 2004 - 2004
Skills
Financial Modeling, Valuation, Corporate Finance, Mergers, Due Diligence, Investment Banking, Strategy, Business Strategy, Leveraged Finance, Finance, Private Placements, Capital Markets, Private Equity, Equities, Mergers & Acquisitions, Venture Capital, Investments, LBO, Hedge Funds, Corporate Development
Education
University of Rochester - William E. Simon Graduate School of Business Administration
Master of Business Administration (MBA), Finance & Accounting
Cornell University
Master of Science (MS), Nutritional Biochemistry
Cornell University
Bachelor of Science (BS), Biology & Society
Aleutian Capital Partners 2013 - 2014
Dominick & Dominick LLC 2011 - 2013
Malavé Capital, LLC 2009 - 2011
UBS Investment Bank 2006 - 2009
HSBC Securities 2005 - 2006
Peregrine Capital Partners 2005 - 2005
Medco 2004 - 2004
Skills
Financial Modeling, Valuation, Corporate Finance, Mergers, Due Diligence, Investment Banking, Strategy, Business Strategy, Leveraged Finance, Finance, Private Placements, Capital Markets, Private Equity, Equities, Mergers & Acquisitions, Venture Capital, Investments, LBO, Hedge Funds, Corporate Development
Education
University of Rochester - William E. Simon Graduate School of Business Administration
Master of Business Administration (MBA), Finance & Accounting
Cornell University
Master of Science (MS), Nutritional Biochemistry
Cornell University
Bachelor of Science (BS), Biology & Society
Eddie Hsieh's UBS Investment Bank Experience June 2014 - August 2014
Job Equity Research Associate at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank June 2014 - August 2014
Wagner Resources, Inc. June 2009 - August 2013
Wagner Resources, Inc. June 2008 - August 2008
Wagner Resources, Inc. June 2007 - August 2007
Skills
Proposal Writing, Business Development, Government, Security Clearance, Government Contracting, Contract Management, Accounting, Freedom of Information..., Project Management, Finance, Equity Research, Financial Modeling, Valuation
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Swarthmore College 2005 — 2009
Bachelor's degree, Biology and Economics
UBS Investment Bank June 2014 - August 2014
Wagner Resources, Inc. June 2009 - August 2013
Wagner Resources, Inc. June 2008 - August 2008
Wagner Resources, Inc. June 2007 - August 2007
Skills
Proposal Writing, Business Development, Government, Security Clearance, Government Contracting, Contract Management, Accounting, Freedom of Information..., Project Management, Finance, Equity Research, Financial Modeling, Valuation
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Swarthmore College 2005 — 2009
Bachelor's degree, Biology and Economics
Roberta Fisher Roberta Fisher's UBS Investment Bank Experience 1999 - 2002
Job Investment Banker; Latin America
Industry Financial Services
Experience
Financial Consultant 2002 - 2009
UBS Investment Bank 1999 - 2002
Morgan Stanley 1996 - 1999
Banco Garantia 1994 - 1996
Chase 1986 - 1994
Chase 1981 - 1986
Skills
Telecommunications, Capital Markets, Investments, Business Strategy, Strategic Planning, Corporate Finance, Management, Investment Banking, Mergers, Valuation, Due Diligence, Portfolio Management, Venture Capital, Restructuring, Mergers & Acquisitions, Private Equity
Education
Cornell University
BA, literature
Financial Consultant 2002 - 2009
UBS Investment Bank 1999 - 2002
Morgan Stanley 1996 - 1999
Banco Garantia 1994 - 1996
Chase 1986 - 1994
Chase 1981 - 1986
Skills
Telecommunications, Capital Markets, Investments, Business Strategy, Strategic Planning, Corporate Finance, Management, Investment Banking, Mergers, Valuation, Due Diligence, Portfolio Management, Venture Capital, Restructuring, Mergers & Acquisitions, Private Equity
Education
Cornell University
BA, literature
Doug Herman's UBS Investment Bank Experience March 2009 - Present
Job Operations Manager at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank March 2009 - Present
UBS Investment Bank July 2007 - February 2009
Skills
Settlement, Credit Derivatives, Trading Systems, Interest Rate..., Equity Derivatives, Equities, CDS, Credit, Middle Office, Trading, Banking, Fixed Income, Swaps, Derivatives, FX Options
Education
Cornell University 1993 — 1997
BS, Mechanical Engineering
Brunswick
UBS Investment Bank March 2009 - Present
UBS Investment Bank July 2007 - February 2009
Skills
Settlement, Credit Derivatives, Trading Systems, Interest Rate..., Equity Derivatives, Equities, CDS, Credit, Middle Office, Trading, Banking, Fixed Income, Swaps, Derivatives, FX Options
Education
Cornell University 1993 — 1997
BS, Mechanical Engineering
Brunswick
Jerry Berg Jerry Berg's UBS Investment Bank Experience October 1988 - March 2007
Job Managing Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets March 2012 - Present
Morgan Stanley March 2007 - January 2012
UBS Investment Bank October 1988 - March 2007
Skills
Healthcare Investment..., Public Finance, Debt, Capital Markets, Investment Banking, Credit Analysis, Bonds, Financial Structuring, Structured Finance, Securitization, Securities, Hedge Funds, Derivatives, Corporate Finance, Equities
Education
Cornell University - Johnson Graduate School of Management 1984 — 1986
MBA (with Distinction), Finance
Southern Illinois University, Carbondale 1980 — 1984
Bachelor of Science, Accounting and Finance
RBC Capital Markets March 2012 - Present
Morgan Stanley March 2007 - January 2012
UBS Investment Bank October 1988 - March 2007
Skills
Healthcare Investment..., Public Finance, Debt, Capital Markets, Investment Banking, Credit Analysis, Bonds, Financial Structuring, Structured Finance, Securitization, Securities, Hedge Funds, Derivatives, Corporate Finance, Equities
Education
Cornell University - Johnson Graduate School of Management 1984 — 1986
MBA (with Distinction), Finance
Southern Illinois University, Carbondale 1980 — 1984
Bachelor of Science, Accounting and Finance
Estefan Ramirez Vazquez Estefan Ramirez Vazquez's UBS Investment Bank Experience 2011 - 2013
Job Director of Corporate Development & Sales at Phoenix Tower International
Industry Venture Capital & Private Equity
Experience
Phoenix Tower International 2014 - Present
UBS Investment Bank 2011 - 2013
UBS Investment Bank June 2010 - August 2010
True North Capital 2008 - 2009
LaSalle Investment Management 2005 - 2008
Skills
Private Equity, Investment Banking, Venture Capital, Valuation, Corporate Finance, Leveraged Finance, Emerging Markets, Joint Ventures, Real Estate, LBO, Global Business..., Business Strategy, Investments, Fundraising, Due Diligence, Mergers & Acquisitions, Advisory Boards, Corporate Development
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA
University of California, Berkeley, Haas School of Business
BS, Business Administration
Phoenix Tower International 2014 - Present
UBS Investment Bank 2011 - 2013
UBS Investment Bank June 2010 - August 2010
True North Capital 2008 - 2009
LaSalle Investment Management 2005 - 2008
Skills
Private Equity, Investment Banking, Venture Capital, Valuation, Corporate Finance, Leveraged Finance, Emerging Markets, Joint Ventures, Real Estate, LBO, Global Business..., Business Strategy, Investments, Fundraising, Due Diligence, Mergers & Acquisitions, Advisory Boards, Corporate Development
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA
University of California, Berkeley, Haas School of Business
BS, Business Administration
Weijia (Vicky) Bi Weijia (Vicky) Bi's UBS Investment Bank Experience February 2014 - Present
Job Business Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank February 2014 - Present
UBS Investment Bank March 2013 - February 2014
UBS Investment Bank February 2012 - March 2013
Manhattan Associates August 2011 - January 2012
UBS Investment Bank June 2011 - August 2011
Skills
Monte Carlo Simulation, Analysis, Agile Methodologies, Business Requirements, Finance, Financial Reporting, Quantitative Finance, Statistics, Portfolio Management, Microsoft Excel, Business Analysis, Data Analysis, Microsoft Office, SQL, Java, R
Education
Cornell University 2010 — 2011
Master of Engineering, Engineering Management
Cornell University 2009 — 2010
Master of Engineering, Systems Engineering
Donghua University 2005 — 2009
Bachelor's degree, Engineering
UBS Investment Bank February 2014 - Present
UBS Investment Bank March 2013 - February 2014
UBS Investment Bank February 2012 - March 2013
Manhattan Associates August 2011 - January 2012
UBS Investment Bank June 2011 - August 2011
Skills
Monte Carlo Simulation, Analysis, Agile Methodologies, Business Requirements, Finance, Financial Reporting, Quantitative Finance, Statistics, Portfolio Management, Microsoft Excel, Business Analysis, Data Analysis, Microsoft Office, SQL, Java, R
Education
Cornell University 2010 — 2011
Master of Engineering, Engineering Management
Cornell University 2009 — 2010
Master of Engineering, Systems Engineering
Donghua University 2005 — 2009
Bachelor's degree, Engineering
Neil Fonseca, CFA's UBS Investment Bank Experience May 2011 - November 2012
Job Senior Equity Analyst at EVA Dimensions
Industry Investment Banking
Experience
EVA Dimensions July 2013 - Present
UBS Investment Bank May 2011 - November 2012
Oliver Wyman Group July 2008 - April 2011
Susquehanna International Group 2006 - 2007
Education
Cornell University 2004 — 2008
BS, Operations Research and Engineering
Isidore Newman School 2000 — 2004
EVA Dimensions July 2013 - Present
UBS Investment Bank May 2011 - November 2012
Oliver Wyman Group July 2008 - April 2011
Susquehanna International Group 2006 - 2007
Education
Cornell University 2004 — 2008
BS, Operations Research and Engineering
Isidore Newman School 2000 — 2004
Michael Lemm's UBS Investment Bank Experience June 2013 - August 2013
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2014 - Present
United States Agency for International Development (USAID) September 2013 - May 2014
UBS Investment Bank June 2013 - August 2013
Cornell University-Johnson Graduate School of Management January 2013 - May 2013
Encyclopaedia Britannica May 2012 - August 2012
ATLAS (University of Illinois at Urbana-Champaign) March 2012 - May 2012
Encyclopaedia Britannica May 2011 - August 2011
Skills
Financial Modeling, Legal Research, Survey Research, Valuation, Data Mining, Academic Publishing, Public Policy, Statistical Consulting, Regression Analysis, SPSS, Statistics, Economics, Policy Analysis, Stata, Research, Microsoft Excel, Venture Capital, Start-ups
Education
Cornell University 2012 — 2014
Bachelor of Science (B.S.), Policy Analysis and Management, 4.0/4.0 Cumulative GPA
University of Illinois at Urbana-Champaign 2010 — 2012
Transferred to Cornell (Fall 2012), Political Science/Economics
Downers Grove North
J.P. Morgan June 2014 - Present
United States Agency for International Development (USAID) September 2013 - May 2014
UBS Investment Bank June 2013 - August 2013
Cornell University-Johnson Graduate School of Management January 2013 - May 2013
Encyclopaedia Britannica May 2012 - August 2012
ATLAS (University of Illinois at Urbana-Champaign) March 2012 - May 2012
Encyclopaedia Britannica May 2011 - August 2011
Skills
Financial Modeling, Legal Research, Survey Research, Valuation, Data Mining, Academic Publishing, Public Policy, Statistical Consulting, Regression Analysis, SPSS, Statistics, Economics, Policy Analysis, Stata, Research, Microsoft Excel, Venture Capital, Start-ups
Education
Cornell University 2012 — 2014
Bachelor of Science (B.S.), Policy Analysis and Management, 4.0/4.0 Cumulative GPA
University of Illinois at Urbana-Champaign 2010 — 2012
Transferred to Cornell (Fall 2012), Political Science/Economics
Downers Grove North
Sean Gelbwaks Sean Gelbwaks's UBS Investment Bank Experience July 2012 - June 2013
Job Interest Rate Products at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2013 - Present
UBS Investment Bank July 2012 - June 2013
UBS Investment Bank June 2011 - August 2011
The Bank of New York Mellon June 2009 - August 2010
Skills
Series 7, Series 3, Series 63, Bloomberg
Education
Cornell University 2008 — 2012
B.S., Applied Economics and Management
Goldman Sachs July 2013 - Present
UBS Investment Bank July 2012 - June 2013
UBS Investment Bank June 2011 - August 2011
The Bank of New York Mellon June 2009 - August 2010
Skills
Series 7, Series 3, Series 63, Bloomberg
Education
Cornell University 2008 — 2012
B.S., Applied Economics and Management
Ashish Mangal, CFA Ashish Mangal, CFA's UBS Investment Bank Experience January 2012 - April 2015
Job MBA Candidate at Cornell University, Class of 2016
Industry Financial Services
Experience
BR Venture Fund May 2015 - August 2015
UBS Investment Bank January 2012 - April 2015
InOpen, SINE, IIT Bombay December 2010 - December 2011
Deloitte Consulting June 2009 - December 2010
Skills
Entrepreneurship, Business Analysis, Business Intelligence, Business Strategy, Analysis, Financial Modeling, Analytics, Strategy, Finance, Business Development, Financial Analysis, Equities, Project Management, Investment Banking, Valuation, Business Process..., Management Consulting, Data Analysis, Management, Corporate Finance, Market Research
Education
Cornell University - Johnson Graduate School of Management 2015 — 2016
Master of Business Administration (MBA)
CFA Institute 2010 — 2013
Chartered Financial Analyst
University of Mumbai 2005 — 2009
Information Technology, Engineering
BR Venture Fund May 2015 - August 2015
UBS Investment Bank January 2012 - April 2015
InOpen, SINE, IIT Bombay December 2010 - December 2011
Deloitte Consulting June 2009 - December 2010
Skills
Entrepreneurship, Business Analysis, Business Intelligence, Business Strategy, Analysis, Financial Modeling, Analytics, Strategy, Finance, Business Development, Financial Analysis, Equities, Project Management, Investment Banking, Valuation, Business Process..., Management Consulting, Data Analysis, Management, Corporate Finance, Market Research
Education
Cornell University - Johnson Graduate School of Management 2015 — 2016
Master of Business Administration (MBA)
CFA Institute 2010 — 2013
Chartered Financial Analyst
University of Mumbai 2005 — 2009
Information Technology, Engineering
Eric J. Kim Eric J. Kim's UBS Investment Bank Experience 2006 - 2007
Job Senior Vice President at True Investments, LLC
Industry Real Estate
Experience
True Investments LLC 2015 - Present
Zelman & Associates 2013 - 2015
Keefe, Bruyette & Woods 2008 - 2012
Lehman Brothers 2007 - 2008
UBS Investment Bank 2006 - 2007
Merrill Lynch Investment Managers 2001 - 2004
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Equities, Capital Markets, Portfolio Management, M&A experience, Real Estate, Financial Advisory, Restructuring, Financial Modeling, Capital, Due Diligence, Mergers, DCF, Capital Raising, Private Equity, Real Estate Financing, Real Estate Transactions, Real Estate Economics, Real Estate Private..., Private Placements
Education
Cornell University - Johnson Graduate School of Management 2004 — 2006
MBA
University of California, Irvine 1998 — 2000
BA
True Investments LLC 2015 - Present
Zelman & Associates 2013 - 2015
Keefe, Bruyette & Woods 2008 - 2012
Lehman Brothers 2007 - 2008
UBS Investment Bank 2006 - 2007
Merrill Lynch Investment Managers 2001 - 2004
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Equities, Capital Markets, Portfolio Management, M&A experience, Real Estate, Financial Advisory, Restructuring, Financial Modeling, Capital, Due Diligence, Mergers, DCF, Capital Raising, Private Equity, Real Estate Financing, Real Estate Transactions, Real Estate Economics, Real Estate Private..., Private Placements
Education
Cornell University - Johnson Graduate School of Management 2004 — 2006
MBA
University of California, Irvine 1998 — 2000
BA
Phelan McCormack Phelan McCormack's UBS Investment Bank Experience June 2014 - August 2014
Job Investment Banking Analyst
Industry Investment Banking
Experience
Oppenheimer & Co. Inc. July 2015 - Present
UBS Investment Bank June 2014 - August 2014
Cornell University May 2013 - January 2014
Skills
PowerPoint, Research, Public Speaking, Microsoft Excel, Visual Basic
Education
Cornell University 2012 — 2015
Bachelor of Science (BS), Industrial Labor Relations
Providence College 2011 — 2012
Oppenheimer & Co. Inc. July 2015 - Present
UBS Investment Bank June 2014 - August 2014
Cornell University May 2013 - January 2014
Skills
PowerPoint, Research, Public Speaking, Microsoft Excel, Visual Basic
Education
Cornell University 2012 — 2015
Bachelor of Science (BS), Industrial Labor Relations
Providence College 2011 — 2012
Darren Thomas Darren Thomas's UBS Investment Bank Experience 2003 - 2009
Job Managing Director Managed Services at Markit
Industry Financial Services
Experience
Markit January 2015 - Present
Barclays Investment Bank 2009 - January 2015
UBS Investment Bank 2003 - 2009
PwC July 1997 - May 2003
Skills
Derivatives, Fixed Income, Investment Banking, Equities, Capital Markets, Management Consulting, Hedge Funds, Risk Management
Education
Cornell University
Bachelor of Engineering (BEng), Mechanical and Aeronautical Engineering
University of Georgia - Terry College of Business
Master of Business Administration (MBA)
Markit January 2015 - Present
Barclays Investment Bank 2009 - January 2015
UBS Investment Bank 2003 - 2009
PwC July 1997 - May 2003
Skills
Derivatives, Fixed Income, Investment Banking, Equities, Capital Markets, Management Consulting, Hedge Funds, Risk Management
Education
Cornell University
Bachelor of Engineering (BEng), Mechanical and Aeronautical Engineering
University of Georgia - Terry College of Business
Master of Business Administration (MBA)
Ruby Saleh's UBS Investment Bank Experience 2001 - 2005
Job US Sales at Algomi Corp
Industry Financial Services
Experience
Algomi Ltd (Algomi Corp) May 2014 - Present
TapFury May 2011 - May 2013
Barclays Capital August 2005 - August 2010
UBS Investment Bank 2001 - 2005
Skills
Strategic Partnerships, Online Advertising, Start-ups, Venture Capital, Business Development, Entrepreneurship, Market Research, Analytics, Strategy
Education
Cornell University 1997 — 2001
BS, Operations Research/Industrial Engineering
Algomi Ltd (Algomi Corp) May 2014 - Present
TapFury May 2011 - May 2013
Barclays Capital August 2005 - August 2010
UBS Investment Bank 2001 - 2005
Skills
Strategic Partnerships, Online Advertising, Start-ups, Venture Capital, Business Development, Entrepreneurship, Market Research, Analytics, Strategy
Education
Cornell University 1997 — 2001
BS, Operations Research/Industrial Engineering
Namir Chowdhury Namir Chowdhury's UBS Investment Bank Experience July 2012 - May 2013
Job Associate at Pivot Point Capital
Industry Financial Services
Experience
Pivot Point Capital May 2013 - Present
UBS Investment Bank July 2012 - May 2013
UBS Investment Bank September 2009 - June 2012
UBS Investment Bank June 2008 - August 2008
Skills
Debt and Equity..., Financial Modeling, LBO Analysis, M&A evaluation, Valuation, Private Equity, Mergers & Acquisitions, Capital Markets, Investments, Finance, Strategy, DCF, Analysis, Investment Banking, Bloomberg, Equities, Corporate Finance, Credit, Equity Research, Real Estate, Due Diligence, M&A experience, Emerging Markets, Fixed Income, LBO, Hedge Funds
Education
Cornell University 2005 — 2009
Bachelor of Science (B.Sc.), Hospitality Management with concentration in Corporate Finance
Pivot Point Capital May 2013 - Present
UBS Investment Bank July 2012 - May 2013
UBS Investment Bank September 2009 - June 2012
UBS Investment Bank June 2008 - August 2008
Skills
Debt and Equity..., Financial Modeling, LBO Analysis, M&A evaluation, Valuation, Private Equity, Mergers & Acquisitions, Capital Markets, Investments, Finance, Strategy, DCF, Analysis, Investment Banking, Bloomberg, Equities, Corporate Finance, Credit, Equity Research, Real Estate, Due Diligence, M&A experience, Emerging Markets, Fixed Income, LBO, Hedge Funds
Education
Cornell University 2005 — 2009
Bachelor of Science (B.Sc.), Hospitality Management with concentration in Corporate Finance
Doug Tesoriero Doug Tesoriero's UBS Investment Bank Experience June 2012 - July 2012
Job Equity Trader at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets April 2015 - Present
Brean Capital, LLC July 2014 - Present
RBS Markets & International Banking June 2013 - August 2013
UBS Investment Bank June 2012 - July 2012
JTV Distributors June 2010 - August 2010
Skills
Bloomberg, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Due Diligence, Verbal Behavior, Trading, Bonds, Public Speaking, Communication
Education
Cornell University 2010 — 2014
Bachelor of Science (BS), Communication and Media Studies, Minor in Business
RBC Capital Markets April 2015 - Present
Brean Capital, LLC July 2014 - Present
RBS Markets & International Banking June 2013 - August 2013
UBS Investment Bank June 2012 - July 2012
JTV Distributors June 2010 - August 2010
Skills
Bloomberg, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Due Diligence, Verbal Behavior, Trading, Bonds, Public Speaking, Communication
Education
Cornell University 2010 — 2014
Bachelor of Science (BS), Communication and Media Studies, Minor in Business
Thomas Perez Thomas Perez's UBS Investment Bank Experience 2007 - 2008
Job Senior Strategic Account Executive at Salesforce
Industry Internet
Experience
Salesforce April 2015 - Present
LinkedIn October 2012 - April 2015
LinkedIn October 2012 - December 2013
Bloomberg May 2010 - October 2012
Execusolve 2008 - May 2010
UBS Investment Bank 2007 - 2008
Mizuho Securities USA Inc. June 2005 - June 2007
JPMorganChase October 2003 - March 2005
Morgan Stanley August 1997 - August 2000
Skills
Building Relationships, Fixed Income, Investment Banking, Sales Presentations, Finance, SaaS, Team Leadership, Derivatives, Bloomberg, Social Media, Solutions Marketing, Talent Acquisition, Employer Branding, Asset Management, Sales, Hedge Funds, Valuation, Strategy, Management, Sales Management, Leadership, Salesforce.com
Education
Cornell University - S.C. Johnson Graduate School of Management 2001 — 2003
MBA, Finance, General
Lehigh University - College of Business and Economics 1993 — 1997
BS, Economics
East Greenwich High School 1989 — 1993
Engineer’s Degree
Salesforce April 2015 - Present
LinkedIn October 2012 - April 2015
LinkedIn October 2012 - December 2013
Bloomberg May 2010 - October 2012
Execusolve 2008 - May 2010
UBS Investment Bank 2007 - 2008
Mizuho Securities USA Inc. June 2005 - June 2007
JPMorganChase October 2003 - March 2005
Morgan Stanley August 1997 - August 2000
Skills
Building Relationships, Fixed Income, Investment Banking, Sales Presentations, Finance, SaaS, Team Leadership, Derivatives, Bloomberg, Social Media, Solutions Marketing, Talent Acquisition, Employer Branding, Asset Management, Sales, Hedge Funds, Valuation, Strategy, Management, Sales Management, Leadership, Salesforce.com
Education
Cornell University - S.C. Johnson Graduate School of Management 2001 — 2003
MBA, Finance, General
Lehigh University - College of Business and Economics 1993 — 1997
BS, Economics
East Greenwich High School 1989 — 1993
Engineer’s Degree
Chris Siedman Chris Siedman's UBS Investment Bank Experience 1997 - 2001
Job Assistant Portfolio Manager at Hovde Capital
Industry Investment Banking
Experience
Hovde Capital Advisors 2007 - 2014
FBR 2001 - 2005
UBS Investment Bank 1997 - 2001
Merrill Lynch 1994 - 1997
Fitch Ratings 1991 - 1994
Skills
Equities, Portfolio Management, Banking, Equity Research, Capital Markets, Hedge Funds, Financial Modeling, Valuation, Bloomberg, Asset Management, Fixed Income, Equity Valuation, Financial Analysis, Options, Derivatives, Credit Risk, Financial Services, Credit Analysis, Financial Markets, Structured Products, Credit, Economics, Credit Derivatives, Investment Management, Mergers & Acquisitions, Investment Strategies, Due Diligence, Trading, Research, DCF
Education
Cornell University
Economics, Business Management, Chemistry
Notre Dame High School
Hovde Capital Advisors 2007 - 2014
FBR 2001 - 2005
UBS Investment Bank 1997 - 2001
Merrill Lynch 1994 - 1997
Fitch Ratings 1991 - 1994
Skills
Equities, Portfolio Management, Banking, Equity Research, Capital Markets, Hedge Funds, Financial Modeling, Valuation, Bloomberg, Asset Management, Fixed Income, Equity Valuation, Financial Analysis, Options, Derivatives, Credit Risk, Financial Services, Credit Analysis, Financial Markets, Structured Products, Credit, Economics, Credit Derivatives, Investment Management, Mergers & Acquisitions, Investment Strategies, Due Diligence, Trading, Research, DCF
Education
Cornell University
Economics, Business Management, Chemistry
Notre Dame High School
Lawrence Wasser Lawrence Wasser's UBS Investment Bank Experience June 2005 - August 2005
Job Regional Director of Finance and Administration at Roman Catholic Parishes of Ithaca
Industry Management Consulting
Experience
Roman Catholic Parishes of Ithaca August 2014 - Present
Sterling Business Advisory September 2011 - Present
Sterling Career Advisors September 2011 - Present
Cornell University - Johnson Graduate School of Management October 2008 - August 2011
Deloitte Consulting August 2006 - September 2008
UBS Investment Bank June 2005 - August 2005
Texas Instruments 2000 - 2004
Texas Instruments - San Diego Wireless Design Center 2000 - 2004
Dot Wireless 1997 - 2000
Qualcomm 1996 - 2000
Skills
Business Strategy, Mergers, Management, Start-ups, Financial Modeling, Business Development, Consulting, Strategy, Management Consulting, Strategic Partnerships, Valuation, Project Management, Cross-functional Team..., Strategic Planning
Education
Cornell University - Johnson Graduate School of Management 2004 — 2006
MBA
Rensselaer Polytechnic Institute 1986 — 1990
B.S.
Roman Catholic Parishes of Ithaca August 2014 - Present
Sterling Business Advisory September 2011 - Present
Sterling Career Advisors September 2011 - Present
Cornell University - Johnson Graduate School of Management October 2008 - August 2011
Deloitte Consulting August 2006 - September 2008
UBS Investment Bank June 2005 - August 2005
Texas Instruments 2000 - 2004
Texas Instruments - San Diego Wireless Design Center 2000 - 2004
Dot Wireless 1997 - 2000
Qualcomm 1996 - 2000
Skills
Business Strategy, Mergers, Management, Start-ups, Financial Modeling, Business Development, Consulting, Strategy, Management Consulting, Strategic Partnerships, Valuation, Project Management, Cross-functional Team..., Strategic Planning
Education
Cornell University - Johnson Graduate School of Management 2004 — 2006
MBA
Rensselaer Polytechnic Institute 1986 — 1990
B.S.
Saro Cutri Saro Cutri's UBS Investment Bank Experience January 2005 - March 2008
Job CoFounder at HomeKeepr
Industry Computer Software
Experience
HomeKeepr.com September 2013 - Present
Sirona Advisors January 2009 - August 2011
UBS Investment Bank January 2005 - March 2008
Skills
Hedge Funds, Capital Markets, Proprietary Trading, Structured Products, Valuation, Trading, Fixed Income, Management, Start-ups, Entrepreneurship, Venture Capital, Bloomberg, Investment Banking
Education
Cornell University 1993 — 1997
College of Engineering
Leonia High School
HomeKeepr.com September 2013 - Present
Sirona Advisors January 2009 - August 2011
UBS Investment Bank January 2005 - March 2008
Skills
Hedge Funds, Capital Markets, Proprietary Trading, Structured Products, Valuation, Trading, Fixed Income, Management, Start-ups, Entrepreneurship, Venture Capital, Bloomberg, Investment Banking
Education
Cornell University 1993 — 1997
College of Engineering
Leonia High School
Daniel Bailey Daniel Bailey's UBS Investment Bank Experience June 2008 - August 2008
Job Senior Associate at The Carlyle Group
Industry Investment Management
Experience
The Carlyle Group September 2013 - Present
American Capital August 2012 - September 2013
Wells Fargo June 2010 - August 2012
UBS Investment Bank June 2008 - August 2008
Skills
Financial Modeling, Valuation, LBO, Investment Banking, Private Equity, Financial Analysis, Corporate Finance, Due Diligence, Leveraged Finance, Investments, Capital IQ, Corporate Development, Alternative Investments, Equity Research
Education
University of Southern California - Marshall School of Business 2009 — 2010
Master, Accounting
Cornell University 2004 — 2008
B.A., Philosophy
The Carlyle Group September 2013 - Present
American Capital August 2012 - September 2013
Wells Fargo June 2010 - August 2012
UBS Investment Bank June 2008 - August 2008
Skills
Financial Modeling, Valuation, LBO, Investment Banking, Private Equity, Financial Analysis, Corporate Finance, Due Diligence, Leveraged Finance, Investments, Capital IQ, Corporate Development, Alternative Investments, Equity Research
Education
University of Southern California - Marshall School of Business 2009 — 2010
Master, Accounting
Cornell University 2004 — 2008
B.A., Philosophy
Devin Corr Devin Corr's UBS Investment Bank Experience July 2002 - June 2007
Job Senior Business Leader at MasterCard
Industry Financial Services
Experience
MasterCard 2013 - Present
Youth Services Opportunity Project May 2006 - Present
Merrill Lynch 2011 - 2013
General Motors 2008 - 2011
UBS Investment Bank July 2002 - June 2007
Education
Harvard Business School 2007 — 2009
MBA
Cornell University 1998 — 2002
BA, Mathematics and Economics
MasterCard 2013 - Present
Youth Services Opportunity Project May 2006 - Present
Merrill Lynch 2011 - 2013
General Motors 2008 - 2011
UBS Investment Bank July 2002 - June 2007
Education
Harvard Business School 2007 — 2009
MBA
Cornell University 1998 — 2002
BA, Mathematics and Economics
William Dawson William Dawson's UBS Investment Bank Experience January 2005 - June 2006
Job at Wells Fargo Commercial Bank
Industry Financial Services
Experience
Wells Fargo Commercial Bank June 2014 - Present
GE Capital - Corporate Finance August 2012 - June 2014
General Electric September 2010 - August 2012
General Electric June 2008 - September 2010
UBS Investment Bank January 2005 - June 2006
Cititrust International Inc. June 2002 - January 2005
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Project Finance, Due Diligence, Equities, Risk Management, Finance, Banking, Forecasting, Pricing, Portfolio Management, Credit Risk, Capital Markets, Analysis, Financial Services, Mergers & Acquisitions
Education
Cornell University - S.C. Johnson Graduate School of Management 2006 — 2008
Master of Business Administration (M.B.A.), 3.58
University of Puget Sound 1998 — 2002
Bachelor of Arts (B.A.), Business Leadership Program, 3.58
Wells Fargo Commercial Bank June 2014 - Present
GE Capital - Corporate Finance August 2012 - June 2014
General Electric September 2010 - August 2012
General Electric June 2008 - September 2010
UBS Investment Bank January 2005 - June 2006
Cititrust International Inc. June 2002 - January 2005
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Project Finance, Due Diligence, Equities, Risk Management, Finance, Banking, Forecasting, Pricing, Portfolio Management, Credit Risk, Capital Markets, Analysis, Financial Services, Mergers & Acquisitions
Education
Cornell University - S.C. Johnson Graduate School of Management 2006 — 2008
Master of Business Administration (M.B.A.), 3.58
University of Puget Sound 1998 — 2002
Bachelor of Arts (B.A.), Business Leadership Program, 3.58
Julie Sitver's UBS Investment Bank Experience June 2012 - August 2012
Job Latin America Debt Capital Markets Analyst at UBS
Industry Banking
Experience
UBS July 2013 - Present
UBS Investment Bank June 2012 - August 2012
Andrew Davidson & Co June 2011 - August 2011
Cornell B.A.B.Y Lab August 2010 - May 2011
Education
Cornell University 2009 — 2013
Bachelor of Arts (B.A.), Economics, 3.97
Danish Institute for Study Abroad 2012 — 2012
Economics of Globalization
Weston High School 2005 — 2009
Diploma, 4.41
UBS July 2013 - Present
UBS Investment Bank June 2012 - August 2012
Andrew Davidson & Co June 2011 - August 2011
Cornell B.A.B.Y Lab August 2010 - May 2011
Education
Cornell University 2009 — 2013
Bachelor of Arts (B.A.), Economics, 3.97
Danish Institute for Study Abroad 2012 — 2012
Economics of Globalization
Weston High School 2005 — 2009
Diploma, 4.41
Nelson Ma, CFA's UBS Investment Bank Experience 2009 - July 2014
Job Director at Fitch Ratings
Industry Investment Management
Experience
Fitch Ratings July 2014 - Present
UBS Investment Bank 2009 - July 2014
Assured Guaranty 2007 - 2008
Barclays Capital 2004 - 2007
Norddeutsche Landesbank 2001 - 2004
MetLife 1999 - 2001
Education
Cornell University
Bachelor of Arts
Fitch Ratings July 2014 - Present
UBS Investment Bank 2009 - July 2014
Assured Guaranty 2007 - 2008
Barclays Capital 2004 - 2007
Norddeutsche Landesbank 2001 - 2004
MetLife 1999 - 2001
Education
Cornell University
Bachelor of Arts
El-Shaffei Dada's UBS Investment Bank Experience August 2009 - October 2009
Job Director Technology Programme Management at Barclays Capital
Industry Financial Services
Experience
Barclays Investment Bank September 2012 - Present
Barclays Capital November 2009 - Present
UBS Investment Bank August 2009 - October 2009
UBS Investment Bank March 2006 - June 2009
UBS March 2002 - February 2006
UBS March 2000 - February 2002
UBS July 1997 - February 2000
Emerson Power Transmissions September 1995 - August 1996
Skills
Business Analysis, Equity Derivatives, Derivatives, Business Integration, Equities, Financial Risk, Analysis, Trading, Trading Systems, Capital Markets, Market Risk, FX Derivatives, Middle Office, Risk Management, Settlement, Interest Rate..., FX Options, Fixed Income, Electronic Trading, Prime Brokerage, Market Data, Commodity, Program Management, Strategic Planning, Financial Services, Options, Exotic Derivatives, Hedge Funds, Management, Credit Derivatives, Structured Products, Valuation, Financial Markets, Strategy, Financial Modeling, Investment Banking, Swaps, Finance, Product Control, Portfolio Management, Equity Trading
Education
Cornell University
BS, Mechanical Engineering
New York University - Leonard N. Stern School of Business
MBA, Management, Finance
Barclays Investment Bank September 2012 - Present
Barclays Capital November 2009 - Present
UBS Investment Bank August 2009 - October 2009
UBS Investment Bank March 2006 - June 2009
UBS March 2002 - February 2006
UBS March 2000 - February 2002
UBS July 1997 - February 2000
Emerson Power Transmissions September 1995 - August 1996
Skills
Business Analysis, Equity Derivatives, Derivatives, Business Integration, Equities, Financial Risk, Analysis, Trading, Trading Systems, Capital Markets, Market Risk, FX Derivatives, Middle Office, Risk Management, Settlement, Interest Rate..., FX Options, Fixed Income, Electronic Trading, Prime Brokerage, Market Data, Commodity, Program Management, Strategic Planning, Financial Services, Options, Exotic Derivatives, Hedge Funds, Management, Credit Derivatives, Structured Products, Valuation, Financial Markets, Strategy, Financial Modeling, Investment Banking, Swaps, Finance, Product Control, Portfolio Management, Equity Trading
Education
Cornell University
BS, Mechanical Engineering
New York University - Leonard N. Stern School of Business
MBA, Management, Finance
Rebecca Manning's UBS Investment Bank Experience 2005 - 2007
Job Portfolio Manager, EJF Capital LLC
Industry Investment Management
Experience
EJF Capital LLC March 2007 - Present
UBS Investment Bank 2005 - 2007
Friedman, Billings Ramsey & Co. 2001 - 2003
Clark Construction 1999 - 2001
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA
Cornell University 1995 — 1999
BS
EJF Capital LLC March 2007 - Present
UBS Investment Bank 2005 - 2007
Friedman, Billings Ramsey & Co. 2001 - 2003
Clark Construction 1999 - 2001
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA
Cornell University 1995 — 1999
BS
Jesse Yan's UBS Investment Bank Experience 2002 - 2004
Job Managing Director, Head of Market Risk (U.S.) at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald June 2013 - Present
Gleacher & Company 2009 - May 2013
Brevan Howard 2007 - 2009
Credit Suisse 2004 - 2007
UBS Investment Bank 2002 - 2004
J.P. Morgan 2000 - 2002
Skills
Fixed Income, Hedge Funds, Quantitative Analytics, Market Risk, Structured Products, Capital Markets, Derivatives, Risk Management, Bloomberg, Equities, Trading, Swaps, Alternative Investments, Portfolio Management, Financial Risk
Education
Cornell University
Master of Business Administration (M.B.A.), Finance & Financial Engineering
University of Science and Technology of China
Bachelor of Science (B.S.), Physics/Electrical Engineering
Cantor Fitzgerald June 2013 - Present
Gleacher & Company 2009 - May 2013
Brevan Howard 2007 - 2009
Credit Suisse 2004 - 2007
UBS Investment Bank 2002 - 2004
J.P. Morgan 2000 - 2002
Skills
Fixed Income, Hedge Funds, Quantitative Analytics, Market Risk, Structured Products, Capital Markets, Derivatives, Risk Management, Bloomberg, Equities, Trading, Swaps, Alternative Investments, Portfolio Management, Financial Risk
Education
Cornell University
Master of Business Administration (M.B.A.), Finance & Financial Engineering
University of Science and Technology of China
Bachelor of Science (B.S.), Physics/Electrical Engineering
Reed Raffel's UBS Investment Bank Experience February 2011 - March 2013
Job Executive Director in Chief Investment Office at J.P. Morgan
Industry Banking
Experience
J.P. Morgan October 2014 - Present
Markit April 2013 - September 2014
UBS Investment Bank February 2011 - March 2013
UBS Investment Bank February 2010 - February 2011
UBS Investment Bank September 2008 - February 2010
UBS Investment Bank April 2007 - September 2008
JP Morgan Chase & Co. July 2003 - April 2007
JPMorgan September 2001 - June 2003
Skills
Investment Banking, Derivatives, Fixed Income, Equities, Equity Derivatives, Financial Services, Emerging Markets, Rates, Middle Office, Securitization, Capital Markets, Finance, Credit, Credit Derivatives
Education
Cornell University 1997 — 2001
J.P. Morgan October 2014 - Present
Markit April 2013 - September 2014
UBS Investment Bank February 2011 - March 2013
UBS Investment Bank February 2010 - February 2011
UBS Investment Bank September 2008 - February 2010
UBS Investment Bank April 2007 - September 2008
JP Morgan Chase & Co. July 2003 - April 2007
JPMorgan September 2001 - June 2003
Skills
Investment Banking, Derivatives, Fixed Income, Equities, Equity Derivatives, Financial Services, Emerging Markets, Rates, Middle Office, Securitization, Capital Markets, Finance, Credit, Credit Derivatives
Education
Cornell University 1997 — 2001
Ridwan Obaray's UBS Investment Bank Experience March 2014 - Present
Job Executive Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank March 2014 - Present
UBS Investment Bank March 2011 - February 2014
UBS Investment Bank October 2009 - March 2011
JPMorgan July 2007 - February 2009
JPMorgan November 2002 - June 2003
JPMorgan July 1999 - October 2002
Skills
Corporate Development, Investment Banking, Financial Modeling, Hedge Funds, Private Equity, Capital Markets, Venture Capital, Leveraged Finance, Due Diligence, Bloomberg, Equities, M&A experience, Mergers & Acquisitions, Fixed Income, Corporate Finance, Financial Structuring, Structured Finance, Equity Research, Derivatives, LBO, Investments, IPO, Business Valuation
Education
Georgetown University - The McDonough School of Business 2005 — 2007
MBA
University of Pennsylvania - The Wharton School 2003 — 2004
Cornell University 1992 — 1997
A.B.
The Hun School
UBS Investment Bank March 2014 - Present
UBS Investment Bank March 2011 - February 2014
UBS Investment Bank October 2009 - March 2011
JPMorgan July 2007 - February 2009
JPMorgan November 2002 - June 2003
JPMorgan July 1999 - October 2002
Skills
Corporate Development, Investment Banking, Financial Modeling, Hedge Funds, Private Equity, Capital Markets, Venture Capital, Leveraged Finance, Due Diligence, Bloomberg, Equities, M&A experience, Mergers & Acquisitions, Fixed Income, Corporate Finance, Financial Structuring, Structured Finance, Equity Research, Derivatives, LBO, Investments, IPO, Business Valuation
Education
Georgetown University - The McDonough School of Business 2005 — 2007
MBA
University of Pennsylvania - The Wharton School 2003 — 2004
Cornell University 1992 — 1997
A.B.
The Hun School
Eric Bertelson's UBS Investment Bank Experience September 2007 - Present
Job UBS Director, Outsourcing and Offshoring
Industry Investment Banking
Experience
UBS Investment Bank September 2007 - Present
UBS AG 2008 - 2010
UBS AG 2008 - 2010
Cap Gemini Ernst & Young 2000 - 2005
Education
Cornell University 1996 — 2000
UBS Investment Bank September 2007 - Present
UBS AG 2008 - 2010
UBS AG 2008 - 2010
Cap Gemini Ernst & Young 2000 - 2005
Education
Cornell University 1996 — 2000
Kapil Jatindarya's UBS Investment Bank Experience June 2011 - March 2012
Job Vice President at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey June 2012 - Present
UBS Investment Bank June 2011 - March 2012
Scully Capital June 2009 - June 2011
Cornell University 2007 - May 2009
Cornell University December 2008 - January 2009
Sigma Capital September 2008 - January 2009
Scully Capital June 2008 - August 2008
Pennoni Associates February 2004 - July 2007
Pennsylvania Department of Transportation June 2003 - August 2003
Skills
Investment Banking, Valuation, Financial Modeling, Due Diligence, Financial Analysis, Term Loans, Industrials, Mergers & Acquisitions, Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2007 — 2009
MBA, Finance
The University of Texas at Arlington 2001 — 2003
M.S, Transportation Engineering
University of Texas - Arlington 2001 — 2003
M.S, Transportation Engineering
Nagpur University 1996 — 2000
B.E, Civil Engineering
Houlihan Lokey June 2012 - Present
UBS Investment Bank June 2011 - March 2012
Scully Capital June 2009 - June 2011
Cornell University 2007 - May 2009
Cornell University December 2008 - January 2009
Sigma Capital September 2008 - January 2009
Scully Capital June 2008 - August 2008
Pennoni Associates February 2004 - July 2007
Pennsylvania Department of Transportation June 2003 - August 2003
Skills
Investment Banking, Valuation, Financial Modeling, Due Diligence, Financial Analysis, Term Loans, Industrials, Mergers & Acquisitions, Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2007 — 2009
MBA, Finance
The University of Texas at Arlington 2001 — 2003
M.S, Transportation Engineering
University of Texas - Arlington 2001 — 2003
M.S, Transportation Engineering
Nagpur University 1996 — 2000
B.E, Civil Engineering
Jessie Bao's UBS Investment Bank Experience July 2009 - August 2009
Job Vice President, Financial Institutions Group, StormHarbour Securities
Industry Investment Banking
Experience
StormHarbour Securities May 2013 - Present
Financial Institutions Group, Barclays Capital 2011 - 2013
Financial Institutions Group, UBS Investment Bank 2009 - 2011
UBS Investment Bank July 2009 - August 2009
Hill & Associates 2005 - 2007
Ernst & Young 2003 - 2005
Skills
Due Diligence, Investment Banking, Financial Modeling, Financial Analysis, Valuation, Private Equity, Corporate Finance, Risk Management, Capital Markets, Equities, Emerging Markets, Mergers, Cross-border...
Education
Cornell University - S.C. Johnson Graduate School of Management 2007 — 2009
Master of Business Administration (MBA)
Shanghai University 1999 — 2003
Bachelor's degree, International Business and Economics
StormHarbour Securities May 2013 - Present
Financial Institutions Group, Barclays Capital 2011 - 2013
Financial Institutions Group, UBS Investment Bank 2009 - 2011
UBS Investment Bank July 2009 - August 2009
Hill & Associates 2005 - 2007
Ernst & Young 2003 - 2005
Skills
Due Diligence, Investment Banking, Financial Modeling, Financial Analysis, Valuation, Private Equity, Corporate Finance, Risk Management, Capital Markets, Equities, Emerging Markets, Mergers, Cross-border...
Education
Cornell University - S.C. Johnson Graduate School of Management 2007 — 2009
Master of Business Administration (MBA)
Shanghai University 1999 — 2003
Bachelor's degree, International Business and Economics
Michelle Degen Wilkes's UBS Investment Bank Experience June 2003 - August 2003
Job Senior Corporate Counsel at Silgan Holdings Inc.
Industry Legal Services
Experience
Silgan Holdings Inc. October 2014 - Present
Harman International July 2012 - October 2014
Winston & Strawn LLP September 2005 - July 2012
UBS Investment Bank June 2003 - August 2003
PricewaterhouseCoopers August 1999 - July 2001
PepsiCo 1998 - 1998
Skills
Securities, Mergers, Private Equity, Corporate Governance, Joint Ventures, Intellectual Property, Licensing, Employment Law, Litigation, Securities Litigation, Corporate Law, Commercial Litigation, Litigation Support, Arbitration, Mergers & Acquisitions, Securities Regulation, Legal Writing, Legal Research, Copyright Law, Trademarks
Education
Washington University in St. Louis - Olin Business School 2003 — 2005
MBA, Finance
Washington University in St. Louis School of Law 2001 — 2005
JD, Law
Cornell University 1995 — 1999
B.S., Food Science
Silgan Holdings Inc. October 2014 - Present
Harman International July 2012 - October 2014
Winston & Strawn LLP September 2005 - July 2012
UBS Investment Bank June 2003 - August 2003
PricewaterhouseCoopers August 1999 - July 2001
PepsiCo 1998 - 1998
Skills
Securities, Mergers, Private Equity, Corporate Governance, Joint Ventures, Intellectual Property, Licensing, Employment Law, Litigation, Securities Litigation, Corporate Law, Commercial Litigation, Litigation Support, Arbitration, Mergers & Acquisitions, Securities Regulation, Legal Writing, Legal Research, Copyright Law, Trademarks
Education
Washington University in St. Louis - Olin Business School 2003 — 2005
MBA, Finance
Washington University in St. Louis School of Law 2001 — 2005
JD, Law
Cornell University 1995 — 1999
B.S., Food Science
Dan Cotter's UBS Investment Bank Experience April 2010 - September 2011
Job Vice President at Willis Group
Industry Insurance
Experience
Willis Group September 2011 - Present
UBS Investment Bank April 2010 - September 2011
Banc of America Securities August 2008 - June 2009
Benfield May 2004 - July 2006
Cooper Gay January 2002 - April 2004
Petersen Investments September 2000 - December 2001
Skills
Valuation, Financial Risk, Program Management, Due Diligence, Mergers & Acquisitions, Financial Modeling, Investment Banking, Private Equity, Financial Analysis, Management, Equities, Executive Management, Corporate Finance, Capital Markets, Strategy, Mergers
Education
Cornell University - Johnson Graduate School of Management 2006 — 2008
MBA, Finance
Washington and Lee University 1996 — 2000
BA, Economics
Willis Group September 2011 - Present
UBS Investment Bank April 2010 - September 2011
Banc of America Securities August 2008 - June 2009
Benfield May 2004 - July 2006
Cooper Gay January 2002 - April 2004
Petersen Investments September 2000 - December 2001
Skills
Valuation, Financial Risk, Program Management, Due Diligence, Mergers & Acquisitions, Financial Modeling, Investment Banking, Private Equity, Financial Analysis, Management, Equities, Executive Management, Corporate Finance, Capital Markets, Strategy, Mergers
Education
Cornell University - Johnson Graduate School of Management 2006 — 2008
MBA, Finance
Washington and Lee University 1996 — 2000
BA, Economics
Sarah Chang's UBS Investment Bank Experience June 2007 - April 2008
Job
Industry Financial Services
Experience
GE Capital November 2014 - Present
PartnerRe Principal Finance October 2011 - October 2014
PartnerRe Capital Markets Group April 2010 - October 2011
Balyasny Asset Management 2009 - 2010
DKR Capital May 2008 - December 2008
UBS Investment Bank June 2007 - April 2008
State Street June 2006 - May 2007
Lamar Outdoor Advertising October 2006 - March 2007
Skills
trade support, reconciliations, Financial Reporting, Derivatives, Trading, FX, Settlements, Bloomberg, FX Options, Account Reconciliation, Settlement, Hedge Funds, Fixed Income, Equities, Securities, Financial Services, Corporate Actions, Swaps, Finance, Options, Back Office, Risk Management, Asset Management, Financial Risk, Structured Products, Capital Markets, Portfolio Management, Valuation, Investment Banking, Financial Modeling, Investments, Financial Markets, Mutual Funds, Market Risk, Middle Office
Education
Johnson and Wales University 2004 — 2006
B.S., Marketing
Plano West Senior High School 2000 — 2002
Cornell University 2000 — 2000
Political Science, Summer College 2000
GE Capital November 2014 - Present
PartnerRe Principal Finance October 2011 - October 2014
PartnerRe Capital Markets Group April 2010 - October 2011
Balyasny Asset Management 2009 - 2010
DKR Capital May 2008 - December 2008
UBS Investment Bank June 2007 - April 2008
State Street June 2006 - May 2007
Lamar Outdoor Advertising October 2006 - March 2007
Skills
trade support, reconciliations, Financial Reporting, Derivatives, Trading, FX, Settlements, Bloomberg, FX Options, Account Reconciliation, Settlement, Hedge Funds, Fixed Income, Equities, Securities, Financial Services, Corporate Actions, Swaps, Finance, Options, Back Office, Risk Management, Asset Management, Financial Risk, Structured Products, Capital Markets, Portfolio Management, Valuation, Investment Banking, Financial Modeling, Investments, Financial Markets, Mutual Funds, Market Risk, Middle Office
Education
Johnson and Wales University 2004 — 2006
B.S., Marketing
Plano West Senior High School 2000 — 2002
Cornell University 2000 — 2000
Political Science, Summer College 2000
E. Andres Holzer-Torres's UBS Investment Bank Experience June 2006 - May 2009
Job Software Engineer
Industry Computer Software
Experience
Latinum Network June 2015 - Present
Pascal Metrics July 2011 - May 2015
Risk Focus June 2009 - June 2011
UBS Investment Bank June 2006 - May 2009
UBS Investment Bank May 2005 - August 2005
Skills
Java, Distributed Systems, Agile Methodologies, Server Side Programming, Dropwizard, MySQL, Hibernate, Spring, Spring Framework, Performance Tuning, Scalability Testing, JavaScript, AngujarJS, Derivatives, MongoDB, Trading Systems, Interest Rate..., Credit Derivatives, Fixed Income, Play Framework, Options, Scala, Sybase, SQL, Python
Education
Cornell University 2002 — 2006
Bachelor of Science (B.Sc.), Computer Science
Latinum Network June 2015 - Present
Pascal Metrics July 2011 - May 2015
Risk Focus June 2009 - June 2011
UBS Investment Bank June 2006 - May 2009
UBS Investment Bank May 2005 - August 2005
Skills
Java, Distributed Systems, Agile Methodologies, Server Side Programming, Dropwizard, MySQL, Hibernate, Spring, Spring Framework, Performance Tuning, Scalability Testing, JavaScript, AngujarJS, Derivatives, MongoDB, Trading Systems, Interest Rate..., Credit Derivatives, Fixed Income, Play Framework, Options, Scala, Sybase, SQL, Python
Education
Cornell University 2002 — 2006
Bachelor of Science (B.Sc.), Computer Science
Emma Cale's UBS Investment Bank Experience October 2009 - Present
Job Business Analyst Manager VP at Merrill Lynch
Industry Financial Services
Experience
UBS Investment Bank October 2009 - Present
Merrill Lynch 1999 - 2008
Merrill Lynch 1997 - 2008
Skills
Requirements Analysis, Financial Modeling, Prime Brokerage, Requirements Gathering, Securitization, Bloomberg, Asset Management, Equities, Valuation, Electronic Trading, Financial Markets, Market Risk, Business Analysis, Investment Banking, Derivatives, Financial Services, Fixed Income, Capital Markets, Equity Derivatives, Credit Risk, Financial Risk, Trading Systems, Agile Methodologies, Credit Derivatives, Hedge Funds, Sybase, Risk Management, Asset Managment, FX Options, Portfolio Management, Securities, SDLC, Middle Office, Options
Education
Cornell University 1993 — 1997
UBS Investment Bank October 2009 - Present
Merrill Lynch 1999 - 2008
Merrill Lynch 1997 - 2008
Skills
Requirements Analysis, Financial Modeling, Prime Brokerage, Requirements Gathering, Securitization, Bloomberg, Asset Management, Equities, Valuation, Electronic Trading, Financial Markets, Market Risk, Business Analysis, Investment Banking, Derivatives, Financial Services, Fixed Income, Capital Markets, Equity Derivatives, Credit Risk, Financial Risk, Trading Systems, Agile Methodologies, Credit Derivatives, Hedge Funds, Sybase, Risk Management, Asset Managment, FX Options, Portfolio Management, Securities, SDLC, Middle Office, Options
Education
Cornell University 1993 — 1997
Peggy Maloney Lyons's UBS Investment Bank Experience 1992 - 1999
Job Independent M&A Consultant
Industry Financial Services
Experience
Self Employed 2013 - Present
Town of Madison, Connecticut 2008 - 2011
Deloitte & Touche Corporate Finance LLC 2004 - 2007
GE Plastics 2002 - 2004
Merrill Lynch 1999 - 2002
UBS Investment Bank 1992 - 1999
Merrill Lynch 1990 - 1992
Skills
Divestitures, Investment Banking, Corporate Finance, Finance, Mergers, Strategy, M&A experience, Analysis, Financial Analysis, Strategic Planning, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Cornell University 1986 — 1990
B.S., Industrial & Labor Relations
Self Employed 2013 - Present
Town of Madison, Connecticut 2008 - 2011
Deloitte & Touche Corporate Finance LLC 2004 - 2007
GE Plastics 2002 - 2004
Merrill Lynch 1999 - 2002
UBS Investment Bank 1992 - 1999
Merrill Lynch 1990 - 1992
Skills
Divestitures, Investment Banking, Corporate Finance, Finance, Mergers, Strategy, M&A experience, Analysis, Financial Analysis, Strategic Planning, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Cornell University 1986 — 1990
B.S., Industrial & Labor Relations
Robert Klugman's UBS Investment Bank Experience September 1990 - June 1996
Job STOR Capital Consulting
Industry Investment Management
Experience
STOR Capital Consulting LLC November 2007 - Present
Credit Suisse June 1996 - October 2007
Credit Suisse First Boston 1996 - 1997
UBS Investment Bank September 1990 - June 1996
First Manhattan Consulting Group 1985 - 1988
Skills
Capital Markets, Structured Products, Derivatives, Prime Brokerage, Private Equity, Hedge Funds, Alternative Investments, Equities, Fixed Income, Investment Banking, Asset Managment, Credit Risk, Bloomberg
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance and Management
Cornell University 1981 — 1985
Bachelor of Science (BS), Applied Economics
New Rochelle High School
STOR Capital Consulting LLC November 2007 - Present
Credit Suisse June 1996 - October 2007
Credit Suisse First Boston 1996 - 1997
UBS Investment Bank September 1990 - June 1996
First Manhattan Consulting Group 1985 - 1988
Skills
Capital Markets, Structured Products, Derivatives, Prime Brokerage, Private Equity, Hedge Funds, Alternative Investments, Equities, Fixed Income, Investment Banking, Asset Managment, Credit Risk, Bloomberg
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance and Management
Cornell University 1981 — 1985
Bachelor of Science (BS), Applied Economics
New Rochelle High School
Jim Cherrone's UBS Investment Bank Experience October 2006 - October 2008
Job TCoE (Testing Center of Excellence) Head of Transformation at UBS AG
Industry Information Technology and Services
Experience
UBS AG January 2013 - Present
UBS Wealth Management June 2010 - December 2012
UBS Wealth Management November 2008 - May 2010
UBS Investment Bank October 2006 - October 2008
United Technologies - Sikorsky Aircraft 2002 - 2006
IBM 1995 - 2001
Skills
PMO, IT Strategy, Project Portfolio..., PMP, IT Management, IT Service Management, IT Outsourcing, IT Testing, SDLC, Testing, Enterprise Software, Leadership, Requirements Analysis, Program Management, Management, Project Management, Software Project..., QA Engineering, Vendor Management, Business Analysis
Education
Cornell University
Mechanical Engineering
The University of Texas at Austin
Bachelor of Science (BS), Mechanical Engineering
UBS AG January 2013 - Present
UBS Wealth Management June 2010 - December 2012
UBS Wealth Management November 2008 - May 2010
UBS Investment Bank October 2006 - October 2008
United Technologies - Sikorsky Aircraft 2002 - 2006
IBM 1995 - 2001
Skills
PMO, IT Strategy, Project Portfolio..., PMP, IT Management, IT Service Management, IT Outsourcing, IT Testing, SDLC, Testing, Enterprise Software, Leadership, Requirements Analysis, Program Management, Management, Project Management, Software Project..., QA Engineering, Vendor Management, Business Analysis
Education
Cornell University
Mechanical Engineering
The University of Texas at Austin
Bachelor of Science (BS), Mechanical Engineering
David Travin's UBS Investment Bank Experience May 2011 - Present
Job Executive Director & Counsel at UBS Investment Bank
Industry Law Practice
Experience
UBS Investment Bank May 2011 - Present
Deutsche Bank January 2006 - April 2011
Greenberg Traurig September 2001 - January 2006
Skills
Securities, Corporate Law, Securities Regulation, Capital Markets, Due Diligence, Hedge Funds, Structured Finance, Equities, Mergers & Acquisitions, Private Equity, Mediation, Litigation
Education
The George Washington University Law School 1998 — 2001
Cornell University 1994 — 1998
Lakeland High School
UBS Investment Bank May 2011 - Present
Deutsche Bank January 2006 - April 2011
Greenberg Traurig September 2001 - January 2006
Skills
Securities, Corporate Law, Securities Regulation, Capital Markets, Due Diligence, Hedge Funds, Structured Finance, Equities, Mergers & Acquisitions, Private Equity, Mediation, Litigation
Education
The George Washington University Law School 1998 — 2001
Cornell University 1994 — 1998
Lakeland High School
John McDonald's UBS Investment Bank Experience April 1997 - April 2004
Job Senior Research Analyst at Sanford C. Bernstein
Industry Financial Services
Experience
Sanford C. Bernstein April 2008 - Present
Banc of America Securities March 2004 - February 2008
Bank of America 2004 - 2008
UBS Investment Bank April 1997 - April 2004
Education
Harvard Law School 1992 — 1995
JD
Cornell University 1989 — 1991
University of Massachusetts, Amherst 1987 — 1989
Chaminade High School 1983 — 1987
Sanford C. Bernstein April 2008 - Present
Banc of America Securities March 2004 - February 2008
Bank of America 2004 - 2008
UBS Investment Bank April 1997 - April 2004
Education
Harvard Law School 1992 — 1995
JD
Cornell University 1989 — 1991
University of Massachusetts, Amherst 1987 — 1989
Chaminade High School 1983 — 1987
Marc Duquella's UBS Investment Bank Experience September 1998 - May 2010
Job Investment Counselor
Industry Financial Services
Experience
Fisher Investments October 2011 - Present
UBS Investment Bank September 1998 - May 2010
Education
Cornell University 1993 — 1998
BS, Environmental Engineering
Fisher Investments October 2011 - Present
UBS Investment Bank September 1998 - May 2010
Education
Cornell University 1993 — 1998
BS, Environmental Engineering
Robert Vanderhoek's UBS Investment Bank Experience 1998 - 2004
Job Technical Architect at Rebar Systems, LLC
Industry Investment Banking
Experience
Rebar Systems, LLC September 2013 - Present
Bank of America June 2011 - Present
First New York Securities December 2009 - June 2011
CIGNA October 2007 - October 2009
CIBC World Markets June 2004 - February 2007
UBS Investment Bank 1998 - 2004
SunGard Data Systems 1988 - 1998
Skills
Trading Systems, Business Analysis, Fixed Income, Management, SDLC, Equities, Risk Management, Derivatives, Capital Markets, Electronic Trading
Education
Syracuse University - Martin J. Whitman School of Management 1985 — 1988
MBA, MIS, Finance
Cornell University 1981 — 1985
Rebar Systems, LLC September 2013 - Present
Bank of America June 2011 - Present
First New York Securities December 2009 - June 2011
CIGNA October 2007 - October 2009
CIBC World Markets June 2004 - February 2007
UBS Investment Bank 1998 - 2004
SunGard Data Systems 1988 - 1998
Skills
Trading Systems, Business Analysis, Fixed Income, Management, SDLC, Equities, Risk Management, Derivatives, Capital Markets, Electronic Trading
Education
Syracuse University - Martin J. Whitman School of Management 1985 — 1988
MBA, MIS, Finance
Cornell University 1981 — 1985
Kim Oriol's UBS Investment Bank Experience Vice PresidentJPMorgan Chase Bank1999 - 2006
Job Director at UBS AG
Industry Legal Services
Experience
UBS Investment Bank Vice PresidentJPMorgan Chase Bank1999 - 2006
Skills
Hedge Funds, Derivatives, Credit Derivatives, Equity Derivatives, Capital Markets, Prime Brokerage, Fixed Income, Investment Banking, Equities, Securities Lending, Swaps
Education
Cornell University 1989 — 1993
UBS Investment Bank Vice PresidentJPMorgan Chase Bank1999 - 2006
Skills
Hedge Funds, Derivatives, Credit Derivatives, Equity Derivatives, Capital Markets, Prime Brokerage, Fixed Income, Investment Banking, Equities, Securities Lending, Swaps
Education
Cornell University 1989 — 1993
Jon Sierant's UBS Investment Bank Experience March 2011 - May 2013
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2014 - Present
Morgan Stanley June 2013 - January 2014
UBS Investment Bank March 2011 - May 2013
UBS Investment Bank July 2008 - February 2011
Skills
Capital Markets, Equity Capital Markets, Investment Banking, Valuation, Financial Modeling, Bloomberg, Equities, Derivatives, Fixed Income, Corporate Finance, Equity Research, Structured Products, Equity Derivatives, Structured Finance, Hedge Funds
Education
Cornell University 2003 — 2007
Bachelor of Science (BS), Operations Research
Cornell University 2007 — 2008
Master of Engineering (M.Eng.), Financial Engineering
Morgan Stanley February 2014 - Present
Morgan Stanley June 2013 - January 2014
UBS Investment Bank March 2011 - May 2013
UBS Investment Bank July 2008 - February 2011
Skills
Capital Markets, Equity Capital Markets, Investment Banking, Valuation, Financial Modeling, Bloomberg, Equities, Derivatives, Fixed Income, Corporate Finance, Equity Research, Structured Products, Equity Derivatives, Structured Finance, Hedge Funds
Education
Cornell University 2003 — 2007
Bachelor of Science (BS), Operations Research
Cornell University 2007 — 2008
Master of Engineering (M.Eng.), Financial Engineering
Jeffrey Stammen, CFA's UBS Investment Bank Experience July 2003 - April 2004
Job Managing Director at Babson Capital Management, LLC
Industry Investment Management
Experience
Babson Capital Management April 2009 - Present
Wells Fargo Securities September 2006 - April 2009
Citigroup April 2004 - September 2006
UBS Investment Bank July 2003 - April 2004
Cornell University August 2001 - May 2003
CIBC World Markets October 1999 - August 2001
Salomon Smith Barney March 1998 - October 1999
Smith Barney March 1996 - March 1998
Northeastern University January 1993 - March 1996
Skills
Alternative Investments, Hedge Funds, Structured Finance, Derivatives, Funding, Investments, Portfolio Management, Bonds, Capital Markets, Emerging Markets, Structured Products, Credit Derivatives, Interest Rate..., Swaps, Fixed Income, Securities
Education
Cornell University - Johnson Graduate School of Management 2001 — 2003
MBA, Finance
Miami University 1988 — 1992
Bachelor of Science, Business Finance
Babson Capital Management April 2009 - Present
Wells Fargo Securities September 2006 - April 2009
Citigroup April 2004 - September 2006
UBS Investment Bank July 2003 - April 2004
Cornell University August 2001 - May 2003
CIBC World Markets October 1999 - August 2001
Salomon Smith Barney March 1998 - October 1999
Smith Barney March 1996 - March 1998
Northeastern University January 1993 - March 1996
Skills
Alternative Investments, Hedge Funds, Structured Finance, Derivatives, Funding, Investments, Portfolio Management, Bonds, Capital Markets, Emerging Markets, Structured Products, Credit Derivatives, Interest Rate..., Swaps, Fixed Income, Securities
Education
Cornell University - Johnson Graduate School of Management 2001 — 2003
MBA, Finance
Miami University 1988 — 1992
Bachelor of Science, Business Finance
Forrest Gilman's UBS Investment Bank Experience August 2010 - May 2011
Job CoFounder Accushares
Industry Financial Services
Experience
AccuShares Holdings June 2012 - August 2015
UBS Investment Bank August 2010 - May 2011
Last Wave Capital LLC July 2009 - August 2010
Deutsche Bank Securities March 2001 - January 2009
Citibank 2000 - 2001
Credit Suisse First Boston 1998 - 2000
Arthur Andersen, LLP 1989 - 1995
Skills
ETFs, Investments, Structured Finance, Equity Derivatives, Commodity, Investment Banking, Alternative Investments, Hedge Funds, Mutual Funds, Finance, Fixed Income, Capital Markets, Management, Private Equity, Structured Products, Financial Structuring, Financial Analysis, Venture Capital, Derivatives, Series 7
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Cornell University 1985 — 1989
AccuShares Holdings June 2012 - August 2015
UBS Investment Bank August 2010 - May 2011
Last Wave Capital LLC July 2009 - August 2010
Deutsche Bank Securities March 2001 - January 2009
Citibank 2000 - 2001
Credit Suisse First Boston 1998 - 2000
Arthur Andersen, LLP 1989 - 1995
Skills
ETFs, Investments, Structured Finance, Equity Derivatives, Commodity, Investment Banking, Alternative Investments, Hedge Funds, Mutual Funds, Finance, Fixed Income, Capital Markets, Management, Private Equity, Structured Products, Financial Structuring, Financial Analysis, Venture Capital, Derivatives, Series 7
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Cornell University 1985 — 1989
Bill Hoffmann's UBS Investment Bank Experience April 1999 - April 2009
Job Managing Director High Yield Research
Industry Investment Banking
Experience
RBC Capital Markets May 2009 - Present
UBS Investment Bank April 1999 - April 2009
Toronto-Dominion Securities 1987 - 1999
Sikorsky Aircraft August 1982 - June 1985
Skills
High Yield Bonds, Leveraged Finance, Capital Markets, Relative Value, Capital Structure, Financial Modeling, Special Situations, Fixed Income, CDS, Bonds, Hedge Funds, Valuation, Credit Derivatives, Bloomberg, Equity Research, Portfolio Management, LBO, Corporate Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 1985 — 1987
MBA, Finance, General
Lehigh University 1981 — 1983
BS, Industrial Engineering
RBC Capital Markets May 2009 - Present
UBS Investment Bank April 1999 - April 2009
Toronto-Dominion Securities 1987 - 1999
Sikorsky Aircraft August 1982 - June 1985
Skills
High Yield Bonds, Leveraged Finance, Capital Markets, Relative Value, Capital Structure, Financial Modeling, Special Situations, Fixed Income, CDS, Bonds, Hedge Funds, Valuation, Credit Derivatives, Bloomberg, Equity Research, Portfolio Management, LBO, Corporate Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 1985 — 1987
MBA, Finance, General
Lehigh University 1981 — 1983
BS, Industrial Engineering
Hubert Chau's UBS Investment Bank Experience September 2008 - Present
Job Associate Director at UBS
Industry Financial Services
Experience
UBS Investment Bank September 2008 - Present
Merrill Lynch September 2005 - June 2008
Merrill Lynch June 2005 - August 2005
JPMorgan June 2004 - August 2004
Education
Cornell University 2001 — 2005
BS, Operations Research & Industrial Engineering
UBS Investment Bank September 2008 - Present
Merrill Lynch September 2005 - June 2008
Merrill Lynch June 2005 - August 2005
JPMorgan June 2004 - August 2004
Education
Cornell University 2001 — 2005
BS, Operations Research & Industrial Engineering
Robert Hoke's UBS Investment Bank Experience August 2005 - November 2008
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2012 - Present
MF Global February 2010 - November 2011
UBS Investment Bank August 2005 - November 2008
Knight Capital Group September 2001 - July 2004
Skills
Microsoft Excel, Bloomberg, Barclays Live, Intex, Loan Performance, Agency MBS, Structured Finance
Education
Cornell University 1997 — 2001
Bachelor of Applied Science (BASc), Applied Economics & Business Management
Wagner
Northwestern Mutual May 2012 - Present
MF Global February 2010 - November 2011
UBS Investment Bank August 2005 - November 2008
Knight Capital Group September 2001 - July 2004
Skills
Microsoft Excel, Bloomberg, Barclays Live, Intex, Loan Performance, Agency MBS, Structured Finance
Education
Cornell University 1997 — 2001
Bachelor of Applied Science (BASc), Applied Economics & Business Management
Wagner
Neal Miniyar's UBS Investment Bank Experience July 2005 - June 2007
Job Partner Fund Management
Industry Investment Management
Experience
Partner Fund Management (PFM) July 2015 - Present
JPMorgan Chase October 2012 - May 2015
GLG Partners September 2009 - January 2012
Avista Capital Partners August 2007 - August 2009
UBS Investment Bank July 2005 - June 2007
Skills
Bloomberg, Investment Banking, Hedge Funds, Valuation, Financial Modeling, Private Equity, Mergers, Due Diligence, Financial Analysis, Excel, Economics, Equity Research, Corporate Finance, Alternative Investments, PowerPoint, Special Situations, Investments, Equities
Education
The London School of Economics and Political Science (LSE) 2003 — 2004
General Course, Economics
Cornell University 2000 — 2004
B.A., Economics
Partner Fund Management (PFM) July 2015 - Present
JPMorgan Chase October 2012 - May 2015
GLG Partners September 2009 - January 2012
Avista Capital Partners August 2007 - August 2009
UBS Investment Bank July 2005 - June 2007
Skills
Bloomberg, Investment Banking, Hedge Funds, Valuation, Financial Modeling, Private Equity, Mergers, Due Diligence, Financial Analysis, Excel, Economics, Equity Research, Corporate Finance, Alternative Investments, PowerPoint, Special Situations, Investments, Equities
Education
The London School of Economics and Political Science (LSE) 2003 — 2004
General Course, Economics
Cornell University 2000 — 2004
B.A., Economics
Neal Shear's UBS Investment Bank Experience February 2010 - March 2011
Job Member of the Board of Directors at Cheniere Energy, Inc.
Industry Financial Services
Experience
Cheniere Energy, Inc. June 2014 - Present
Higgs Capital Management January 2012 - Present
UBS Investment Bank February 2010 - March 2011
Apollo Global Management LLC May 2008 - January 2010
Morgan Stanley July 1982 - May 2008
Education
Cornell University 1976 — 1978
MBA, Johnson School of Business
University of Maryland - Robert H. Smith School of Business 1972 — 1976
BS, Smith School of Business
Cheniere Energy, Inc. June 2014 - Present
Higgs Capital Management January 2012 - Present
UBS Investment Bank February 2010 - March 2011
Apollo Global Management LLC May 2008 - January 2010
Morgan Stanley July 1982 - May 2008
Education
Cornell University 1976 — 1978
MBA, Johnson School of Business
University of Maryland - Robert H. Smith School of Business 1972 — 1976
BS, Smith School of Business
Carlos Maymi's UBS Investment Bank Experience April 1996 - September 1999
Job Exam Manager at U.S. Securities and Exchange Commission
Industry Financial Services
Experience
US Securities and Exchange Commission December 2011 - Present
U.S. Central Command March 2010 - September 2011
National Security Agency May 2008 - November 2009
Moody's Investors Service September 2001 - December 2007
Salomon Smith Barney February 2000 - May 2001
UBS Investment Bank April 1996 - September 1999
Skills
Securitization, Credit Analysis, Risk Management, Analysis, Fixed Income, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
MBA, Finance
Cornell University 1986 — 2000
Bachelor of Arts, Mathematics
Universidad de Puerto Rico 1993 — 1996
Mathematics, Physics
US Securities and Exchange Commission December 2011 - Present
U.S. Central Command March 2010 - September 2011
National Security Agency May 2008 - November 2009
Moody's Investors Service September 2001 - December 2007
Salomon Smith Barney February 2000 - May 2001
UBS Investment Bank April 1996 - September 1999
Skills
Securitization, Credit Analysis, Risk Management, Analysis, Fixed Income, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
MBA, Finance
Cornell University 1986 — 2000
Bachelor of Arts, Mathematics
Universidad de Puerto Rico 1993 — 1996
Mathematics, Physics
Jeremy Freyer's UBS Investment Bank Experience February 2007 - February 2012
Job Vice President Deutsche Bank / Hanover St Special Situations Group
Industry Real Estate
Experience
UBS February 2012 - March 2014
UBS Investment Bank February 2007 - February 2012
Moodys Investor Services February 2005 - February 2007
Parsons Brinckerhoff May 2003 - February 2005
Skills
Commercial Real Estate, CMBS Trading, Asset Management, Real Estate Financing, Commercial Real Estate..., Commercial Real Estate..., Fixed Income Portfolio..., Commercial Real Estate..., Fixed Income Analysis, Commercial Leasing, Construction Management, Credit, CMBS, Investment Properties, Due Diligence
Education
Cornell University 1999 — 2003
BS, Civil Engineering
Red Lion Area High School
UBS February 2012 - March 2014
UBS Investment Bank February 2007 - February 2012
Moodys Investor Services February 2005 - February 2007
Parsons Brinckerhoff May 2003 - February 2005
Skills
Commercial Real Estate, CMBS Trading, Asset Management, Real Estate Financing, Commercial Real Estate..., Commercial Real Estate..., Fixed Income Portfolio..., Commercial Real Estate..., Fixed Income Analysis, Commercial Leasing, Construction Management, Credit, CMBS, Investment Properties, Due Diligence
Education
Cornell University 1999 — 2003
BS, Civil Engineering
Red Lion Area High School
Julie Tsen's UBS Investment Bank Experience November 1994 - August 1998
Job Project & Procurement Manager | Retail/Wholesale Business Owner
Industry Financial Services
Experience
U.S. Department of the Treasury December 2013 - Present
Fabless Labs July 2012 - November 2013
Banyan Tree Yarns Ltd February 2006 - July 2010
Hertfordshire County Council April 2007 - July 2009
UBS Investment Bank November 1994 - August 1998
Charles Schwab 1991 - 1992
Skills
Procurement, Customer Relations, Negotiation, Team Leadership, Marketing Strategy, Competitive Analysis, Business Planning, Online Marketing, Contract Management, Marketing Communications, Financial Accounting, Corporate Tax, Import Logistics, Market Analysis, Food Safety, Travel Management, Customer Service, Budgets, Project Planning, Start-ups, Analysis, Cross-functional Team..., Management Consulting, Customer Satisfaction, Operations Management, Project Management, Program Management, Business Strategy, Entrepreneurship, Management, Strategic Planning
Education
Cornell University - Johnson Graduate School of Management 1992 — 1994
MBA, Business, Management, Marketing, and Related Support Services
UC Berkeley 1986 — 1990
BA, Political Economy
U.S. Department of the Treasury December 2013 - Present
Fabless Labs July 2012 - November 2013
Banyan Tree Yarns Ltd February 2006 - July 2010
Hertfordshire County Council April 2007 - July 2009
UBS Investment Bank November 1994 - August 1998
Charles Schwab 1991 - 1992
Skills
Procurement, Customer Relations, Negotiation, Team Leadership, Marketing Strategy, Competitive Analysis, Business Planning, Online Marketing, Contract Management, Marketing Communications, Financial Accounting, Corporate Tax, Import Logistics, Market Analysis, Food Safety, Travel Management, Customer Service, Budgets, Project Planning, Start-ups, Analysis, Cross-functional Team..., Management Consulting, Customer Satisfaction, Operations Management, Project Management, Program Management, Business Strategy, Entrepreneurship, Management, Strategic Planning
Education
Cornell University - Johnson Graduate School of Management 1992 — 1994
MBA, Business, Management, Marketing, and Related Support Services
UC Berkeley 1986 — 1990
BA, Political Economy
Dan Groner's UBS Investment Bank Experience 2002 - 2005
Job Vice President at PIMCO
Industry Financial Services
Experience
PIMCO 2013 - Present
Fordham University January 2012 - Present
Bank of America 2005 - 2013
UBS Investment Bank 2002 - 2005
Centerprise Services 1999 - 2002
Lehman Brothers 1991 - 1999
Paine Webber 1987 - 1991
Quaker Oats 1982 - 1987
Skills
Java, C#, SQL, Sybase, XML, Optimization, Fixed Income, Derivatives, Market Risk, Netezza, JIRA, Capital Markets, Valuation, Analytics, Software Project..., Options, Agile Methodologies, Integration, Investment Banking, Unix, Financial Risk, CDS, Credit Risk, Bonds, Oracle, Risk Management
Education
The University of Chicago Booth School of Business 1983 — 1985
M.B.A., Finance
Cornell University 1981 — 1982
M. Eng., Operations Research
Cornell University 1977 — 1981
B.S., Operations Research
PIMCO 2013 - Present
Fordham University January 2012 - Present
Bank of America 2005 - 2013
UBS Investment Bank 2002 - 2005
Centerprise Services 1999 - 2002
Lehman Brothers 1991 - 1999
Paine Webber 1987 - 1991
Quaker Oats 1982 - 1987
Skills
Java, C#, SQL, Sybase, XML, Optimization, Fixed Income, Derivatives, Market Risk, Netezza, JIRA, Capital Markets, Valuation, Analytics, Software Project..., Options, Agile Methodologies, Integration, Investment Banking, Unix, Financial Risk, CDS, Credit Risk, Bonds, Oracle, Risk Management
Education
The University of Chicago Booth School of Business 1983 — 1985
M.B.A., Finance
Cornell University 1981 — 1982
M. Eng., Operations Research
Cornell University 1977 — 1981
B.S., Operations Research
Robert Pattison's UBS Investment Bank Experience April 2003 - March 2007
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
J.P. Morgan November 2010 - April 2015
Ramirez & Co. November 2008 - November 2010
J.P. Morgan March 2007 - November 2008
UBS Investment Bank April 2003 - March 2007
Genzyme September 1998 - April 2003
Skills
Fixed Income, Financial Modeling, Derivatives, Investment Banking, Capital Markets, Bonds, Due Diligence, Series 7, Finance, Securities, Financial Analysis, Financial Structuring
Education
Northeastern University - Graduate School of Business Administration 2001 — 2003
MBA
Tufts University 1999 — 2001
MS, Chemical Engineering
Cornell University 1993 — 1997
BS, Chemical Engineering
Morgan Stanley April 2015 - Present
J.P. Morgan November 2010 - April 2015
Ramirez & Co. November 2008 - November 2010
J.P. Morgan March 2007 - November 2008
UBS Investment Bank April 2003 - March 2007
Genzyme September 1998 - April 2003
Skills
Fixed Income, Financial Modeling, Derivatives, Investment Banking, Capital Markets, Bonds, Due Diligence, Series 7, Finance, Securities, Financial Analysis, Financial Structuring
Education
Northeastern University - Graduate School of Business Administration 2001 — 2003
MBA
Tufts University 1999 — 2001
MS, Chemical Engineering
Cornell University 1993 — 1997
BS, Chemical Engineering
Daniel Frommer's UBS Investment Bank Experience April 2009 - December 2013
Job Investment Professional
Industry Investment Management
Experience
UBS Investment Bank April 2009 - December 2013
Advent Capital Management June 2008 - December 2008
Bear Stearns August 1996 - June 2008
Nomura May 1994 - August 1996
Skills
Distressed Debt, Trading, High Yield, Credit Derivatives, Fixed Income, Risk Management, Convertible Bonds, CDS, Rates, Credit, Capital Markets, Hedge Funds, Portfolio Management, Derivatives, Mutual Funds, Equities, Bonds
Education
Cornell University
B.A., Economics, International Relations
New York University - Leonard N. Stern School of Business
MBA, Finance
UBS Investment Bank April 2009 - December 2013
Advent Capital Management June 2008 - December 2008
Bear Stearns August 1996 - June 2008
Nomura May 1994 - August 1996
Skills
Distressed Debt, Trading, High Yield, Credit Derivatives, Fixed Income, Risk Management, Convertible Bonds, CDS, Rates, Credit, Capital Markets, Hedge Funds, Portfolio Management, Derivatives, Mutual Funds, Equities, Bonds
Education
Cornell University
B.A., Economics, International Relations
New York University - Leonard N. Stern School of Business
MBA, Finance
Priya Sawant's UBS Investment Bank Experience July 2007 - August 2010
Job Developer at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs November 2014 - Present
Bank of America April 2012 - November 2014
Credit Suisse August 2010 - April 2012
UBS Investment Bank July 2007 - August 2010
Wipro Technologies July 2004 - June 2006
Skills
SQL, Agile Methodologies, SOA, SDLC, Requirements Analysis, C#, Web Services, Software Development, Spring, Microsoft SQL Server, Scrum, Unix, .NET
Education
Cornell University 2006 — 2007
Masters of Engineering, Computer Science
University of Mumbai 2000 — 2004
B.E., Computer Engineering
Goldman Sachs November 2014 - Present
Bank of America April 2012 - November 2014
Credit Suisse August 2010 - April 2012
UBS Investment Bank July 2007 - August 2010
Wipro Technologies July 2004 - June 2006
Skills
SQL, Agile Methodologies, SOA, SDLC, Requirements Analysis, C#, Web Services, Software Development, Spring, Microsoft SQL Server, Scrum, Unix, .NET
Education
Cornell University 2006 — 2007
Masters of Engineering, Computer Science
University of Mumbai 2000 — 2004
B.E., Computer Engineering
Bradley Tanaka's UBS Investment Bank Experience July 2011 - September 2011
Job Associate at A Hedge Fund / PE
Industry Investment Management
Experience
Taiyo Pacific Partners 2015 - Present
Tigers Gate Investment Group 2014 - 2014
Citigroup 2012 - 2014
UBS Investment Bank July 2011 - September 2011
Citigroup May 2011 - July 2011
General Electric 2007 - 2009
Skills
Valuation, Investment Banking, Mergers, Financial Modeling, Strategy, Finance, Mergers & Acquisitions, Equities, Corporate Finance, Leadership, Investments, Management Consulting, Management, Financial Analysis, Due Diligence, Bloomberg
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA, Investment Banking Immersion
ESADE Business School
Spring 2012 MBA Exchange (Barcelona, Spain)
Fudan University
Summer 2010 Program (Shanghai, China), Advanced Chinese in Finance
Tulane University - A.B. Freeman School of Business
B.S.M.
Taiyo Pacific Partners 2015 - Present
Tigers Gate Investment Group 2014 - 2014
Citigroup 2012 - 2014
UBS Investment Bank July 2011 - September 2011
Citigroup May 2011 - July 2011
General Electric 2007 - 2009
Skills
Valuation, Investment Banking, Mergers, Financial Modeling, Strategy, Finance, Mergers & Acquisitions, Equities, Corporate Finance, Leadership, Investments, Management Consulting, Management, Financial Analysis, Due Diligence, Bloomberg
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA, Investment Banking Immersion
ESADE Business School
Spring 2012 MBA Exchange (Barcelona, Spain)
Fudan University
Summer 2010 Program (Shanghai, China), Advanced Chinese in Finance
Tulane University - A.B. Freeman School of Business
B.S.M.
Kim Henningsen Pratt's UBS Investment Bank Experience 2009 - February 2011
Job at HSBC Securities
Industry Financial Services
Experience
HSBC Securities May 2011 - Present
UBS Investment Bank 2009 - February 2011
UBS Investment Bank 2008 - 2009
UBS Investment Bank 2007 - 2008
UBS Investment Bank 2004 - 2007
UBS Investment Bank 2000 - 2004
Education
Cornell University
BS, Economics
HSBC Securities May 2011 - Present
UBS Investment Bank 2009 - February 2011
UBS Investment Bank 2008 - 2009
UBS Investment Bank 2007 - 2008
UBS Investment Bank 2004 - 2007
UBS Investment Bank 2000 - 2004
Education
Cornell University
BS, Economics
Jeremy Freyer's UBS Investment Bank Experience 2007 - February 2009
Job Director at UBS
Industry Real Estate
Experience
UBS February 2009 - Present
UBS Investment Bank 2007 - February 2009
Moody's Investors Service February 2005 - February 2007
Skills
Commercial Mortgage..., Asset Management, Commercial Real Estate..., Commercial Real Estate..., CMBS, Capital Markets, Valuation, Structured Finance, Securitization, Financial Structuring, Investment Banking, Financial Modeling, Fixed Income, Structured Products, Due Diligence, Real Estate Economics, Investments, Portfolio Management, Bloomberg
Education
Cornell University 1999 — 2003
Bachelor of Applied Science (BASc), Civil Engineering
Red Lion Area Senior High School
UBS February 2009 - Present
UBS Investment Bank 2007 - February 2009
Moody's Investors Service February 2005 - February 2007
Skills
Commercial Mortgage..., Asset Management, Commercial Real Estate..., Commercial Real Estate..., CMBS, Capital Markets, Valuation, Structured Finance, Securitization, Financial Structuring, Investment Banking, Financial Modeling, Fixed Income, Structured Products, Due Diligence, Real Estate Economics, Investments, Portfolio Management, Bloomberg
Education
Cornell University 1999 — 2003
Bachelor of Applied Science (BASc), Civil Engineering
Red Lion Area Senior High School
Michael Millas's UBS Investment Bank Experience June 2012 - July 2013
Job Associate at Apollo Global Management LLC
Industry Venture Capital & Private Equity
Experience
Apollo Global Management LLC April 2014 - Present
Barclays July 2013 - April 2014
UBS Investment Bank June 2012 - July 2013
UBS Investment Bank June 2011 - August 2011
Five Mile Capital June 2010 - August 2010
Skills
Real Estate Private..., Microsoft Excel, Investment Banking, PowerPoint, Research, Financial Modeling, Commercial Real Estate, Commercial Real Estate...
Education
Cornell University 2008 — 2012
Wilton High School
Apollo Global Management LLC April 2014 - Present
Barclays July 2013 - April 2014
UBS Investment Bank June 2012 - July 2013
UBS Investment Bank June 2011 - August 2011
Five Mile Capital June 2010 - August 2010
Skills
Real Estate Private..., Microsoft Excel, Investment Banking, PowerPoint, Research, Financial Modeling, Commercial Real Estate, Commercial Real Estate...
Education
Cornell University 2008 — 2012
Wilton High School
Pamela Singh's UBS Investment Bank Experience June 2008 - August 2008
Job MBA Candidate '16, Wharton School of the University of Pennsylvania
Industry Financial Services
Experience
Goldman Sachs June 2015 - Present
Morgan Stanley August 2009 - April 2014
UBS Investment Bank June 2008 - August 2008
Skills
Investment Strategies, Due Diligence, Investments, Portfolio Management, Fixed Income, Investment Banking, Asset Allocation, Analysis, Bonds, Financial Advisory, Bloomberg, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
Cornell University 2005 — 2009
Bachelor of Arts (B.A.), Economics
Goldman Sachs June 2015 - Present
Morgan Stanley August 2009 - April 2014
UBS Investment Bank June 2008 - August 2008
Skills
Investment Strategies, Due Diligence, Investments, Portfolio Management, Fixed Income, Investment Banking, Asset Allocation, Analysis, Bonds, Financial Advisory, Bloomberg, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
Cornell University 2005 — 2009
Bachelor of Arts (B.A.), Economics
Melody Chu's UBS Investment Bank Experience June 2010 - Present
Job Investment Banking Analyst
Industry Capital Markets
Experience
UBS Investment Bank June 2010 - Present
Skills
Financial Modeling
Education
Cornell University 2008 — 2011
B.S, Applied Economics and Management; Finance
UBS Investment Bank June 2010 - Present
Skills
Financial Modeling
Education
Cornell University 2008 — 2011
B.S, Applied Economics and Management; Finance
Gregg Klein's UBS Investment Bank Experience November 2013 - December 2014
Job Co Founder Boomerang NYC
Industry Financial Services
Experience
Boomerang NYC January 2015 - Present
UBS Investment Bank November 2013 - December 2014
Barclays Capital January 2009 - November 2013
Barclays Capital August 2007 - January 2009
UBS June 2005 - July 2007
Skills
Derivatives, FX Options, Capital Markets, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Options, Valuation, Trading
Education
Cornell University 2002 — 2006
BS, Engineering
Boomerang NYC January 2015 - Present
UBS Investment Bank November 2013 - December 2014
Barclays Capital January 2009 - November 2013
Barclays Capital August 2007 - January 2009
UBS June 2005 - July 2007
Skills
Derivatives, FX Options, Capital Markets, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Options, Valuation, Trading
Education
Cornell University 2002 — 2006
BS, Engineering
Peter Francis's UBS Investment Bank Experience June 2005 - June 2009
Job Summit Partners
Industry Venture Capital & Private Equity
Experience
Summit Partners October 2011 - Present
Jefferies & Company June 2009 - March 2011
UBS Investment Bank June 2005 - June 2009
D&MM Industries May 2004 - October 2004
Education
Cornell University 2001 — 2005
Bachelor of Arts, Economics
Summit Partners October 2011 - Present
Jefferies & Company June 2009 - March 2011
UBS Investment Bank June 2005 - June 2009
D&MM Industries May 2004 - October 2004
Education
Cornell University 2001 — 2005
Bachelor of Arts, Economics
Rachel Markus's UBS Investment Bank Experience 2001 - 2002
Job Director of Business Development at RMWC
Industry Financial Services
Experience
RMWC October 2014 - Present
Kicking + Screening Soccer Film Festival 2009 - Present
Elm Ridge Management February 2013 - September 2014
Citadel Investment Group November 2008 - November 2012
JPMorgan Chase 2005 - 2008
Alliance Capital Management 2004 - 2005
UBS Investment Bank 2001 - 2002
Morgan Stanley Investment Management 1998 - 2001
Skills
Hedge Funds, Creative Strategy, Alternative Investments, Networking, Event Producing, Film Festivals, Thinking Outside The Box
Education
Stanford University 1993 — 1995
MA, International Policy Studies
Cornell University 1989 — 1993
BS, Applied Economics
Lawrence High School
RMWC October 2014 - Present
Kicking + Screening Soccer Film Festival 2009 - Present
Elm Ridge Management February 2013 - September 2014
Citadel Investment Group November 2008 - November 2012
JPMorgan Chase 2005 - 2008
Alliance Capital Management 2004 - 2005
UBS Investment Bank 2001 - 2002
Morgan Stanley Investment Management 1998 - 2001
Skills
Hedge Funds, Creative Strategy, Alternative Investments, Networking, Event Producing, Film Festivals, Thinking Outside The Box
Education
Stanford University 1993 — 1995
MA, International Policy Studies
Cornell University 1989 — 1993
BS, Applied Economics
Lawrence High School
Retta Abraham-Mulugetta's UBS Investment Bank Experience 2006 - 2006
Job Vice President at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets January 2015 - Present
Guggenheim Partners September 2013 - December 2014
Barclays Investment Bank July 2010 - August 2013
Barclays Investment Bank September 2008 - July 2010
Lehman Brothers January 2007 - September 2008
UBS Investment Bank 2006 - 2006
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Private Equity, Equities, LBO, Corporate Finance, Due Diligence, Mergers & Acquisitions
Education
Cornell University 2002 — 2006
Bachelor of Science (BS), Biological Engineering / Applied Economics
RBC Capital Markets January 2015 - Present
Guggenheim Partners September 2013 - December 2014
Barclays Investment Bank July 2010 - August 2013
Barclays Investment Bank September 2008 - July 2010
Lehman Brothers January 2007 - September 2008
UBS Investment Bank 2006 - 2006
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Private Equity, Equities, LBO, Corporate Finance, Due Diligence, Mergers & Acquisitions
Education
Cornell University 2002 — 2006
Bachelor of Science (BS), Biological Engineering / Applied Economics
Joseph LaVerde's UBS Investment Bank Experience July 2005 - Present
Job Executive Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2005 - Present
UBS Investment Bank July 2005 - March 2013
Skills
Equity Derivatives, Investment Banking, Equities, Derivatives, Hedge Funds, Fixed Income, Capital Markets, Bloomberg, Structured Products, Financial Modeling, Trading, Trading Systems, Valuation, Options, Financial Markets, Electronic Trading, Credit Derivatives, Emerging Markets, Corporate Finance, Prime Brokerage, Interest Rate..., Equity Trading
Education
Cornell University 2001 — 2005
BS, Applied Economics and Management, Communications
UBS Investment Bank July 2005 - Present
UBS Investment Bank July 2005 - March 2013
Skills
Equity Derivatives, Investment Banking, Equities, Derivatives, Hedge Funds, Fixed Income, Capital Markets, Bloomberg, Structured Products, Financial Modeling, Trading, Trading Systems, Valuation, Options, Financial Markets, Electronic Trading, Credit Derivatives, Emerging Markets, Corporate Finance, Prime Brokerage, Interest Rate..., Equity Trading
Education
Cornell University 2001 — 2005
BS, Applied Economics and Management, Communications
Craig Pappalardo's UBS Investment Bank Experience November 2000 - November 2004
Job Trader at Litespeed Partners
Industry Investment Management
Experience
Litespeed Partners December 2004 - Present
UBS Investment Bank November 2000 - November 2004
Gabelli Asset Management January 1999 - November 2000
JP FRAGRANCES, INC January 1992 - September 1998
Skills
Investments, Hedge Funds, Equities, Portfolio Management, High Yield, Alternative Investments
Education
Fordham University - Graduate School of Business Administration 2000 — 2004
Cornell University
Bachelor of Science, Business Management
Litespeed Partners December 2004 - Present
UBS Investment Bank November 2000 - November 2004
Gabelli Asset Management January 1999 - November 2000
JP FRAGRANCES, INC January 1992 - September 1998
Skills
Investments, Hedge Funds, Equities, Portfolio Management, High Yield, Alternative Investments
Education
Fordham University - Graduate School of Business Administration 2000 — 2004
Cornell University
Bachelor of Science, Business Management
Izzy Rothstein's UBS Investment Bank Experience October 2010 - May 2012
Job Associate at H/2 Capital Partners
Industry Financial Services
Experience
H/2 Capital Partners June 2014 - Present
Cohen & Steers June 2013 - August 2013
UBS Investment Bank October 2010 - May 2012
Moody's Investors Service June 2007 - September 2010
Skills
CDO, CMBS, Valuation, Real Estate, Investment Management, Bloomberg, Commercial Real Estate, Structured Finance
Education
NYU Stern School of Business 2012 — 2014
MBA
Cornell University 2003 — 2007
BA, Economics
H/2 Capital Partners June 2014 - Present
Cohen & Steers June 2013 - August 2013
UBS Investment Bank October 2010 - May 2012
Moody's Investors Service June 2007 - September 2010
Skills
CDO, CMBS, Valuation, Real Estate, Investment Management, Bloomberg, Commercial Real Estate, Structured Finance
Education
NYU Stern School of Business 2012 — 2014
MBA
Cornell University 2003 — 2007
BA, Economics
John W. Forman's UBS Investment Bank Experience January 2014 - Present
Job Equity Research Associate at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank January 2014 - Present
Ernst & Young September 2011 - December 2013
Deloitte June 2010 - August 2010
Wright Risk Management May 2007 - August 2009
Skills
Analysis, PowerPoint, Project Management, Microsoft Excel, Finance, Financial Modeling, Microsoft Office, Data Analysis, Public Speaking
Education
Cornell University 2007 — 2011
B.S., Applied Economics and Management
UBS Investment Bank January 2014 - Present
Ernst & Young September 2011 - December 2013
Deloitte June 2010 - August 2010
Wright Risk Management May 2007 - August 2009
Skills
Analysis, PowerPoint, Project Management, Microsoft Excel, Finance, Financial Modeling, Microsoft Office, Data Analysis, Public Speaking
Education
Cornell University 2007 — 2011
B.S., Applied Economics and Management
Josh Gonnella's UBS Investment Bank Experience December 2009 - October 2012
Job Managing Director, Head of Institutional Investors Coverage North America at Lloyds Banking Group
Industry Investment Banking
Experience
Lloyds Banking Group November 2014 - Present
Lloyds Banking Group March 2014 - October 2014
The Omerta Group February 2013 - February 2014
Gravity Asset Management October 2012 - February 2014
UBS Investment Bank December 2009 - October 2012
Deutsche Bank May 2003 - December 2009
Deutsche Bank January 2000 - May 2003
Deutsche Bank January 1996 - January 2000
Skills
Fixed Income, Series 63, Hedge Funds, CDS, Derivatives, Corporate Finance, Capital Markets, Equity Research, Portfolio Management, Bloomberg, Interest Rate..., Equity Trading, Structured Finance, Market Risk, FX Options, Commodity, MBS, Financial Structuring, Credit Derivatives, Series 7, Interest Rate Swaps, FX trading
Education
Cornell University 1990 — 1994
Bachelor of Science (BS), Applied Economics
Lloyds Banking Group November 2014 - Present
Lloyds Banking Group March 2014 - October 2014
The Omerta Group February 2013 - February 2014
Gravity Asset Management October 2012 - February 2014
UBS Investment Bank December 2009 - October 2012
Deutsche Bank May 2003 - December 2009
Deutsche Bank January 2000 - May 2003
Deutsche Bank January 1996 - January 2000
Skills
Fixed Income, Series 63, Hedge Funds, CDS, Derivatives, Corporate Finance, Capital Markets, Equity Research, Portfolio Management, Bloomberg, Interest Rate..., Equity Trading, Structured Finance, Market Risk, FX Options, Commodity, MBS, Financial Structuring, Credit Derivatives, Series 7, Interest Rate Swaps, FX trading
Education
Cornell University 1990 — 1994
Bachelor of Science (BS), Applied Economics
Julie Heckman's UBS Investment Bank Experience August 2010 - August 2011
Job Senior Director Research, Strategic Planning & Analysis at Irvine Company
Industry Real Estate
Experience
Irvine Company July 2015 - Present
Irvine Company December 2013 - June 2015
Irvine Company December 2012 - December 2013
Green Street Advisors September 2011 - December 2012
UBS Investment Bank August 2010 - August 2011
Morgan Joseph TriArtisan LLC June 2005 - July 2008
Skills
Equities, Financial Modeling, Bloomberg, Corporate Finance, Private Equity, Due Diligence, Commercial Real Estate, Real Estate Economics, Research, Asset Management, Analysis, Investment Banking, Investments, Finance, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance
Cornell University 2001 — 2005
Bachelor of Arts (B.A.), English, History
Irvine Company July 2015 - Present
Irvine Company December 2013 - June 2015
Irvine Company December 2012 - December 2013
Green Street Advisors September 2011 - December 2012
UBS Investment Bank August 2010 - August 2011
Morgan Joseph TriArtisan LLC June 2005 - July 2008
Skills
Equities, Financial Modeling, Bloomberg, Corporate Finance, Private Equity, Due Diligence, Commercial Real Estate, Real Estate Economics, Research, Asset Management, Analysis, Investment Banking, Investments, Finance, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance
Cornell University 2001 — 2005
Bachelor of Arts (B.A.), English, History
Louis Friend's UBS Investment Bank Experience June 2010 - June 2012
Job Corporate Finance at SBA Communications
Industry Telecommunications
Experience
SBA Communications July 2013 - Present
UBS Investment Bank June 2010 - June 2012
Education
Cornell University 2006 — 2010
Bachelor of Science (BS), Applied Economics and Management
SBA Communications July 2013 - Present
UBS Investment Bank June 2010 - June 2012
Education
Cornell University 2006 — 2010
Bachelor of Science (BS), Applied Economics and Management
Dimitre Ivanov's UBS Investment Bank Experience August 2001 - July 2009
Job UBS Wealth Management International Sales
Industry Financial Services
Experience
UBS Wealth Management July 2009 - Present
UBS Investment Bank August 2001 - July 2009
Education
Cornell University - Johnson Graduate School of Management 1999 — 2001
MBA, Finance
UBS Wealth Management July 2009 - Present
UBS Investment Bank August 2001 - July 2009
Education
Cornell University - Johnson Graduate School of Management 1999 — 2001
MBA, Finance
Terence Hu's UBS Investment Bank Experience July 2012 - August 2013
Job Associate at HIG Capital
Industry Financial Services
Experience
H.I.G. Capital July 2015 - Present
Barclays Investment Bank September 2013 - June 2015
UBS Investment Bank July 2012 - August 2013
UBS Investment Bank June 2011 - August 2011
Goldman Sachs June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Data Analysis, Bloomberg, Microsoft Office, Investment Banking, Corporate Finance, PowerPoint
Education
Cornell University 2008 — 2012
H.I.G. Capital July 2015 - Present
Barclays Investment Bank September 2013 - June 2015
UBS Investment Bank July 2012 - August 2013
UBS Investment Bank June 2011 - August 2011
Goldman Sachs June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Data Analysis, Bloomberg, Microsoft Office, Investment Banking, Corporate Finance, PowerPoint
Education
Cornell University 2008 — 2012
David N Brown's UBS Investment Bank Experience 2000 - 2002
Job MBS Portfolio Management
Industry Investment Management
Experience
Prudential Financial May 2015 - Present
Societe Generale Corporate and Investment Banking - SG CIB August 2014 - May 2015
BNP Paribas December 2012 - August 2014
BNP Paribas May 2008 - December 2012
Merrill Lynch February 2005 - May 2008
Sandler O'Neill 2002 - 2005
UBS Investment Bank 2000 - 2002
Paine Webber 1996 - 2000
Lehman Brothers 1990 - 1996
Skills
Trading
Education
Cornell University - Johnson Graduate School of Management 1989 — 1991
MBA, Finance
Middlebury College 1981 — 1985
BA, Economics
Lexington H.S.
Prudential Financial May 2015 - Present
Societe Generale Corporate and Investment Banking - SG CIB August 2014 - May 2015
BNP Paribas December 2012 - August 2014
BNP Paribas May 2008 - December 2012
Merrill Lynch February 2005 - May 2008
Sandler O'Neill 2002 - 2005
UBS Investment Bank 2000 - 2002
Paine Webber 1996 - 2000
Lehman Brothers 1990 - 1996
Skills
Trading
Education
Cornell University - Johnson Graduate School of Management 1989 — 1991
MBA, Finance
Middlebury College 1981 — 1985
BA, Economics
Lexington H.S.
Stephen Chow's UBS Investment Bank Experience July 2006 - May 2014
Job Managing Director at Prime Finance Partners
Industry Investment Banking
Experience
Prime Finance Partners June 2014 - Present
UBS Investment Bank July 2006 - May 2014
Credit Suisse June 2002 - July 2006
Skills
CDO, Structured Products, ABS, CMBS, Credit, Portfolio Management, Securities, Securitization, Trading, Risk Management, Capital Markets, Structured Finance, Fixed Income, Investment Banking
Education
Cornell University 1998 — 2002
Bachelors of Arts, Economics, Computer Science
Prime Finance Partners June 2014 - Present
UBS Investment Bank July 2006 - May 2014
Credit Suisse June 2002 - July 2006
Skills
CDO, Structured Products, ABS, CMBS, Credit, Portfolio Management, Securities, Securitization, Trading, Risk Management, Capital Markets, Structured Finance, Fixed Income, Investment Banking
Education
Cornell University 1998 — 2002
Bachelors of Arts, Economics, Computer Science
Justin McAuliffe's UBS Investment Bank Experience July 2008 - August 2008
Job Program Associate at Conrad N. Hilton Foundation
Industry Philanthropy
Experience
Conrad N. Hilton Foundation June 2014 - Present
Nexus Global Youth Summit January 2013 - Present
Atlas Corps November 2013 - Present
Cornell University School of Hotel Administration December 2013 - Present
Grameen Research September 2010 - April 2011
UBS Investment Bank July 2008 - August 2008
Hilton Hotels Worldwide July 2005 - August 2005
Skills
Strategic Planning, Marketing Strategy, Entrepreneurship, Research, Start-ups, Nonprofits, Public Speaking, Social Media, Leadership, Business Strategy, Fundraising, Social Media Marketing, Strategy, SEO, Community Outreach, Email Marketing, Public Relations, Management, Analytics, Sales
Education
Cornell University 2006 — 2010
B.S., Hotel Administraition
Brunswick High School
Conrad N. Hilton Foundation June 2014 - Present
Nexus Global Youth Summit January 2013 - Present
Atlas Corps November 2013 - Present
Cornell University School of Hotel Administration December 2013 - Present
Grameen Research September 2010 - April 2011
UBS Investment Bank July 2008 - August 2008
Hilton Hotels Worldwide July 2005 - August 2005
Skills
Strategic Planning, Marketing Strategy, Entrepreneurship, Research, Start-ups, Nonprofits, Public Speaking, Social Media, Leadership, Business Strategy, Fundraising, Social Media Marketing, Strategy, SEO, Community Outreach, Email Marketing, Public Relations, Management, Analytics, Sales
Education
Cornell University 2006 — 2010
B.S., Hotel Administraition
Brunswick High School
Karen S. Wu's UBS Investment Bank Experience April 2006 - December 2007
Job Senior Human Resources Generalist at Yale University
Industry Human Resources
Experience
Yale University January 2015 - Present
Yale University January 2013 - December 2014
Yale University August 2011 - December 2012
Hartford Financial Services Group April 2011 - August 2011
The Hartford Financial Services Group December 2007 - April 2011
UBS Investment Bank April 2006 - December 2007
Jackson Lewis LLP April 2004 - April 2006
Kelley Drye & Warren LLP September 2001 - March 2004
Skills
Employee Relations, Human Resources, Employment Law, Personnel Management, Performance Management, Management
Education
New York Law School 1998 — 2001
J.D., Law
Cornell University 1993 — 1997
B.S., Labor Relations
Yale University January 2015 - Present
Yale University January 2013 - December 2014
Yale University August 2011 - December 2012
Hartford Financial Services Group April 2011 - August 2011
The Hartford Financial Services Group December 2007 - April 2011
UBS Investment Bank April 2006 - December 2007
Jackson Lewis LLP April 2004 - April 2006
Kelley Drye & Warren LLP September 2001 - March 2004
Skills
Employee Relations, Human Resources, Employment Law, Personnel Management, Performance Management, Management
Education
New York Law School 1998 — 2001
J.D., Law
Cornell University 1993 — 1997
B.S., Labor Relations
Eric Burel's UBS Investment Bank Experience July 2011 - July 2013
Job Credit Research Analyst at TIAACREF
Industry Investment Management
Experience
TIAA-CREF July 2013 - Present
Campusamp Inc. October 2009 - Present
UBS Investment Bank July 2011 - July 2013
Capital E Financial Advisors February 2010 - July 2010
Broadreach Group May 2009 - July 2009
Skills
Financial Modeling, Capital Markets, Bonds, Bloomberg, Investment Banking, Entrepreneurship, Microsoft Office
Education
Cornell University 2008 — 2011
BSc, Applied Economics & Management
Morristown-Beard School 2003 — 2007
HS Diploma
TIAA-CREF July 2013 - Present
Campusamp Inc. October 2009 - Present
UBS Investment Bank July 2011 - July 2013
Capital E Financial Advisors February 2010 - July 2010
Broadreach Group May 2009 - July 2009
Skills
Financial Modeling, Capital Markets, Bonds, Bloomberg, Investment Banking, Entrepreneurship, Microsoft Office
Education
Cornell University 2008 — 2011
BSc, Applied Economics & Management
Morristown-Beard School 2003 — 2007
HS Diploma
Timothy Gordon's UBS Investment Bank Experience 1990 - 1991
Job Senior Trader (High Yield Bonds) at Raymond James & Associates, Inc
Industry Investment Banking
Experience
Raymond James & Associates, Inc December 2002 - Present
Bank of America 1998 - 2002
Donaldson, Lufkin & Jenrette 1991 - 1998
UBS Investment Bank 1990 - 1991
Dean Witter Reynolds 1986 - 1990
Skills
High Yield Bonds, Distressed Debt, Credit Trading, Arbitrage, Series 7, Bloomberg, Investments, Fixed Income, Portfolio Management, Securities, Trading, Series 63, Capital Markets, Bonds
Education
Cornell University 1981 — 1985
Bachelor of Science (B.S.), Applied Economics
Raymond James & Associates, Inc December 2002 - Present
Bank of America 1998 - 2002
Donaldson, Lufkin & Jenrette 1991 - 1998
UBS Investment Bank 1990 - 1991
Dean Witter Reynolds 1986 - 1990
Skills
High Yield Bonds, Distressed Debt, Credit Trading, Arbitrage, Series 7, Bloomberg, Investments, Fixed Income, Portfolio Management, Securities, Trading, Series 63, Capital Markets, Bonds
Education
Cornell University 1981 — 1985
Bachelor of Science (B.S.), Applied Economics
Kwesi Larbi-Siaw's UBS Investment Bank Experience June 2006 - June 2008
Job Associate at Hogan Lovells
Industry Law Practice
Experience
Hogan Lovells April 2015 - Present
Davis Polk & Wardwell LLP September 2013 - March 2015
Davis Polk & Wardwell LLP May 2012 - August 2012
Microsoft Corporation June 2011 - August 2011
World Bank Group July 2008 - June 2010
UBS Investment Bank June 2006 - June 2008
Education
Harvard Law School 2010 — 2013
J.D.
Cornell University
B.A., Economics
Hogan Lovells April 2015 - Present
Davis Polk & Wardwell LLP September 2013 - March 2015
Davis Polk & Wardwell LLP May 2012 - August 2012
Microsoft Corporation June 2011 - August 2011
World Bank Group July 2008 - June 2010
UBS Investment Bank June 2006 - June 2008
Education
Harvard Law School 2010 — 2013
J.D.
Cornell University
B.A., Economics
Duffy John's UBS Investment Bank Experience January 2001 - May 2003
Job Sales Trader at Renaissance Capital
Industry Investment Banking
Experience
Renaissance Capital May 2003 - February 2012
UBS Investment Bank January 2001 - May 2003
UBS Investment Bank February 2000 - December 2000
FactSet September 1998 - February 2000
Education
Cornell University 1988 — 1992
Bachelor of Science (BS), Mechanical & Aerospace Engineeering
Renaissance Capital May 2003 - February 2012
UBS Investment Bank January 2001 - May 2003
UBS Investment Bank February 2000 - December 2000
FactSet September 1998 - February 2000
Education
Cornell University 1988 — 1992
Bachelor of Science (BS), Mechanical & Aerospace Engineeering
Ryan Haid's UBS Investment Bank Experience June 2012 - August 2012
Job
Industry Financial Services
Experience
UBS Investment Bank June 2012 - August 2012
Cisco June 2011 - August 2011
Education
Cornell University 2009 — 2013
Oxford University
Greenwich High School
UBS Investment Bank June 2012 - August 2012
Cisco June 2011 - August 2011
Education
Cornell University 2009 — 2013
Oxford University
Greenwich High School
Layla Peruzzi's UBS Investment Bank Experience May 2006 - February 2008
Job Managing Director at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company June 2010 - Present
George Weiss Associates February 2008 - June 2010
UBS Investment Bank May 2006 - February 2008
Skills
Equities, Bloomberg, Capital Markets, Equity Derivatives, Hedge Funds, Trading, Alternative Investments
Education
Cornell University 2002 — 2006
Bachelor of Science, Applied Economics & Management
Jefferies & Company June 2010 - Present
George Weiss Associates February 2008 - June 2010
UBS Investment Bank May 2006 - February 2008
Skills
Equities, Bloomberg, Capital Markets, Equity Derivatives, Hedge Funds, Trading, Alternative Investments
Education
Cornell University 2002 — 2006
Bachelor of Science, Applied Economics & Management
Eric Bail's UBS Investment Bank Experience August 2011 - July 2012
Job Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2015 - Present
Houlihan Lokey July 2012 - Present
UBS Investment Bank August 2011 - July 2012
Education
Cornell University 2008 — 2011
Bachelor of Science
Franklin & Marshall College 2007 — 2008
Houlihan Lokey July 2015 - Present
Houlihan Lokey July 2012 - Present
UBS Investment Bank August 2011 - July 2012
Education
Cornell University 2008 — 2011
Bachelor of Science
Franklin & Marshall College 2007 — 2008
Ernie Wang's UBS Investment Bank Experience 2003 - 2005
Job
Industry Writing and Editing
Experience
University of Nevada Las Vegas 2014 - Present
Goldman Sachs 2005 - 2008
UBS Investment Bank 2003 - 2005
Skills
C++, Java, C, Matlab, Operations Research, Analysis, Data Analysis, SQL, Statistics, Project Management, Negotiation, Military, Project Planning, Security Clearance, Program Management
Education
University of Nevada-Las Vegas 2014 — 2017
Master of Fine Arts (MFA), Creative Writing
Cornell University 1994 — 1998
Bachelor of Science (BS), Operations Research
University of Nevada Las Vegas 2014 - Present
Goldman Sachs 2005 - 2008
UBS Investment Bank 2003 - 2005
Skills
C++, Java, C, Matlab, Operations Research, Analysis, Data Analysis, SQL, Statistics, Project Management, Negotiation, Military, Project Planning, Security Clearance, Program Management
Education
University of Nevada-Las Vegas 2014 — 2017
Master of Fine Arts (MFA), Creative Writing
Cornell University 1994 — 1998
Bachelor of Science (BS), Operations Research
Muhammad Ahsan Siddiqui's UBS Investment Bank Experience July 2015 - Present
Job Associate, Financial Institutions Group at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2015 - Present
Cayuga Fund, LLC April 2014 - May 2015
UBS Investment Bank June 2014 - August 2014
The Brattle Group June 2010 - May 2013
The Brattle Group June 2008 - June 2010
Merrill Lynch July 2007 - September 2007
FirstEnergy May 2007 - July 2007
First National Bank May 2006 - July 2006
Goodwill Industries February 2006 - April 2006
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
The College of Wooster 2004 — 2008
BA
St. Patrick's High School
A-Level
UBS Investment Bank July 2015 - Present
Cayuga Fund, LLC April 2014 - May 2015
UBS Investment Bank June 2014 - August 2014
The Brattle Group June 2010 - May 2013
The Brattle Group June 2008 - June 2010
Merrill Lynch July 2007 - September 2007
FirstEnergy May 2007 - July 2007
First National Bank May 2006 - July 2006
Goodwill Industries February 2006 - April 2006
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
The College of Wooster 2004 — 2008
BA
St. Patrick's High School
A-Level
Mike Jamin's UBS Investment Bank Experience June 2003 - Present
Job Managing Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank June 2003 - Present
Credit Suisse June 2000 - May 2003
Education
Cornell University - Johnson Graduate School of Management 1998 — 2000
MBA
Cornell University 1989 — 1993
Business Management & Marketing
UBS Investment Bank June 2003 - Present
Credit Suisse June 2000 - May 2003
Education
Cornell University - Johnson Graduate School of Management 1998 — 2000
MBA
Cornell University 1989 — 1993
Business Management & Marketing
Debra Meyn's UBS Investment Bank Experience April 2006 - April 2010
Job
Industry Banking
Experience
Goldman Sachs April 2010 - Present
UBS Investment Bank April 2006 - April 2010
Goldman Sachs December 1999 - March 2006
Education
Cornell University
Bachelor of Science (B.S.)
Goldman Sachs April 2010 - Present
UBS Investment Bank April 2006 - April 2010
Goldman Sachs December 1999 - March 2006
Education
Cornell University
Bachelor of Science (B.S.)
Shirley Lu's UBS Investment Bank Experience June 2007 - August 2007
Job Director, Finance and Investor Relations at Air Lease Corporation
Industry Airlines/Aviation
Experience
Air Lease Corporation August 2015 - Present
Credit Suisse January 2013 - August 2015
Credit Suisse July 2010 - January 2013
Aston Associates September 2009 - April 2010
Credit Suisse June 2008 - August 2008
UBS Investment Bank June 2007 - August 2007
Cordis June 2006 - August 2006
Cordis June 2005 - August 2005
Skills
Financial Modeling, Fixed Income, Investment Banking, Supply Chain Management, Corporate Finance, Capital Markets
Education
Cornell University 2008 — 2009
Master of Engineering (M.Eng.), Financial Engineering
Cornell University 2004 — 2008
Bachelor of Science (B.S.), Operations Research
Air Lease Corporation August 2015 - Present
Credit Suisse January 2013 - August 2015
Credit Suisse July 2010 - January 2013
Aston Associates September 2009 - April 2010
Credit Suisse June 2008 - August 2008
UBS Investment Bank June 2007 - August 2007
Cordis June 2006 - August 2006
Cordis June 2005 - August 2005
Skills
Financial Modeling, Fixed Income, Investment Banking, Supply Chain Management, Corporate Finance, Capital Markets
Education
Cornell University 2008 — 2009
Master of Engineering (M.Eng.), Financial Engineering
Cornell University 2004 — 2008
Bachelor of Science (B.S.), Operations Research
Eduardo Bruera's UBS Investment Bank Experience May 2009 - July 2009
Job Associate at Kellogg, Huber, Hansen, Todd, Evans & Figel
Industry Law Practice
Experience
Kellogg, Huber, Hansen, Todd, Evans & Figel November 2013 - Present
Supreme Court of the U.S. August 2012 - August 2013
U.S. Court of Appeals for the Fifth Circuit July 2011 - July 2012
Davis Polk & Wardwell LLP June 2010 - August 2010
UBS Investment Bank May 2009 - July 2009
Education
Cornell University 2008 — 2011
Juris Doctor (J.D.), Law
Stanford University 2004 — 2008
Doctor of Philosophy (Ph.D.), Political Science and Government
Stanford University 2004 — 2008
Master’s Degree, Political Science and Government
Rice University 1999 — 2003
Bachelor’s Degree, Political Science and Government
Kellogg, Huber, Hansen, Todd, Evans & Figel November 2013 - Present
Supreme Court of the U.S. August 2012 - August 2013
U.S. Court of Appeals for the Fifth Circuit July 2011 - July 2012
Davis Polk & Wardwell LLP June 2010 - August 2010
UBS Investment Bank May 2009 - July 2009
Education
Cornell University 2008 — 2011
Juris Doctor (J.D.), Law
Stanford University 2004 — 2008
Doctor of Philosophy (Ph.D.), Political Science and Government
Stanford University 2004 — 2008
Master’s Degree, Political Science and Government
Rice University 1999 — 2003
Bachelor’s Degree, Political Science and Government