UBS Investment Bank
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UBS Investment Bank Employees
Employee
Years
Job
Industry
Phil Meachin Phil Meachin's UBS Investment Bank Experience August 2011 - March 2012
Job VP, Strategy & Communications at Dividend Solar, Inc.
Industry Financial Services
Experience
Dividend Solar 2014 - Present
Gap Inc./Banana Republic 2013 - 2014
UBS Investment Bank August 2011 - March 2012
UBS Investment Bank August 2010 - July 2011
UBS Investment Bank July 2008 - July 2010
Boies, Schiller & Flexner LLP June 2006 - August 2006
Skills
Financial Modeling, Market Research, Valuation, Financial Analysis, Corporate Finance, Investment Banking, Bloomberg, Strategy, Economics, Business Development
Education
Georgetown University 2004 — 2008
BA, Political Economy
Deerfield Academy
Dividend Solar 2014 - Present
Gap Inc./Banana Republic 2013 - 2014
UBS Investment Bank August 2011 - March 2012
UBS Investment Bank August 2010 - July 2011
UBS Investment Bank July 2008 - July 2010
Boies, Schiller & Flexner LLP June 2006 - August 2006
Skills
Financial Modeling, Market Research, Valuation, Financial Analysis, Corporate Finance, Investment Banking, Bloomberg, Strategy, Economics, Business Development
Education
Georgetown University 2004 — 2008
BA, Political Economy
Deerfield Academy
Mary Civik Mary Civik's UBS Investment Bank Experience February 2011 - July 2011
Job IT Contracts and Software Licensing Asset Management Analyst
Industry Information Technology and Services
Experience
Apex Systems January 2013 - August 2013
Resources Global Professionals August 2011 - January 2013
UBS Investment Bank February 2011 - July 2011
CNA Insurance June 2010 - September 2010
Blue Cross Blue Shield of Illinois September 2009 - December 2009
Acresso Software March 2009 - September 2009
HSBC October 2008 - November 2008
Northern Trust February 2008 - August 2008
UBS Investment Bank May 2007 - December 2007
Northern Trust March 2007 - May 2007
Skills
Business Process, Procurement, Vendor Management, Strategic Sourcing, Contract Negotiation, System Deployment, Contract Management, Purchasing, Supply Management, Inventory Management, PeopleSoft, Spend Analysis, Business Analysis, Risk Management, Program Management, Sourcing, Networking, Global Sourcing, Negotiation, Budgets, Change Management, Process Improvement, Project Management, SharePoint, Management Consulting, Project Planning, Financial Analysis, CRM, Team Leadership, Analysis, Strategy, Software Documentation, Licensing, Business Development, Business Process..., SAP, Lotus Notes, Strategic Planning, Information Technology, Software Licensing, Leadership, IT Asset Management, Requirements Analysis, Professional Services, Forecasting, Team Building, Visio, Account Management, Management, Cross-functional Team...
Education
DePaul University
Apex Systems January 2013 - August 2013
Resources Global Professionals August 2011 - January 2013
UBS Investment Bank February 2011 - July 2011
CNA Insurance June 2010 - September 2010
Blue Cross Blue Shield of Illinois September 2009 - December 2009
Acresso Software March 2009 - September 2009
HSBC October 2008 - November 2008
Northern Trust February 2008 - August 2008
UBS Investment Bank May 2007 - December 2007
Northern Trust March 2007 - May 2007
Skills
Business Process, Procurement, Vendor Management, Strategic Sourcing, Contract Negotiation, System Deployment, Contract Management, Purchasing, Supply Management, Inventory Management, PeopleSoft, Spend Analysis, Business Analysis, Risk Management, Program Management, Sourcing, Networking, Global Sourcing, Negotiation, Budgets, Change Management, Process Improvement, Project Management, SharePoint, Management Consulting, Project Planning, Financial Analysis, CRM, Team Leadership, Analysis, Strategy, Software Documentation, Licensing, Business Development, Business Process..., SAP, Lotus Notes, Strategic Planning, Information Technology, Software Licensing, Leadership, IT Asset Management, Requirements Analysis, Professional Services, Forecasting, Team Building, Visio, Account Management, Management, Cross-functional Team...
Education
DePaul University
John Moschella John Moschella's UBS Investment Bank Experience September 2009 - April 2014
Job Risk Management Analyst at GE Capital
Industry Financial Services
Experience
GE Capital April 2014 - Present
UBS Investment Bank September 2009 - April 2014
PwC September 2007 - September 2009
FDIC June 2004 - September 2005
Skills
Accounting, Alternative Investments, Analysis, Asset Management, Auditing, Capital Markets, Due Diligence, Emerging Markets, Equities, Equity Research, Equity Valuation, Finance, Financial Accounting, Financial Analysis, Financial Reporting, Financial Risk, Internal Controls, Investments, Mergers, Portfolio Management, Private Equity, Risk Management, Sarbanes-Oxley Act, Securities, US GAAP
Education
Northeastern University - Graduate School of Business Administration 2005 — 2007
Master's of Science in Accountancy/MBA
Northeastern University
Bachelor of Science Degree, Business Administration - Finance
GE Capital April 2014 - Present
UBS Investment Bank September 2009 - April 2014
PwC September 2007 - September 2009
FDIC June 2004 - September 2005
Skills
Accounting, Alternative Investments, Analysis, Asset Management, Auditing, Capital Markets, Due Diligence, Emerging Markets, Equities, Equity Research, Equity Valuation, Finance, Financial Accounting, Financial Analysis, Financial Reporting, Financial Risk, Internal Controls, Investments, Mergers, Portfolio Management, Private Equity, Risk Management, Sarbanes-Oxley Act, Securities, US GAAP
Education
Northeastern University - Graduate School of Business Administration 2005 — 2007
Master's of Science in Accountancy/MBA
Northeastern University
Bachelor of Science Degree, Business Administration - Finance
Melisa Breiner-Sanders Melisa Breiner-Sanders's UBS Investment Bank Experience April 2010 - April 2014
Job Owner at BreinerSanders Productions
Industry Entertainment
Experience
Breiner-Sanders Productions January 2013 - Present
The CRY HAVOC Company 2009 - Present
MelisaBS 2004 - Present
We're Breaking Up April 2014 - Present
Seven Lovers April 2014 - August 2014
UBS Investment Bank April 2010 - April 2014
Camp Wayne Comedy 2008 - 2010
Skills
Acting, Theatre, Entertainment, Film, Television, Writing, Improvisation, Producers, Production Managers, Editing, Graphic Design, Feature Films, Video, Performing Arts, Film Production, Social Media, Event Planning, Stage, Creative Direction, Comedy, Plays, Music, Drama, Screenwriting, Voice Over, Singing, Voice Acting
Education
DePaul University 2014 — 2017
Master of Fine Arts (MFA), Acting
Georgetown University 2000 — 2004
BA, Psychology
Breiner-Sanders Productions January 2013 - Present
The CRY HAVOC Company 2009 - Present
MelisaBS 2004 - Present
We're Breaking Up April 2014 - Present
Seven Lovers April 2014 - August 2014
UBS Investment Bank April 2010 - April 2014
Camp Wayne Comedy 2008 - 2010
Skills
Acting, Theatre, Entertainment, Film, Television, Writing, Improvisation, Producers, Production Managers, Editing, Graphic Design, Feature Films, Video, Performing Arts, Film Production, Social Media, Event Planning, Stage, Creative Direction, Comedy, Plays, Music, Drama, Screenwriting, Voice Over, Singing, Voice Acting
Education
DePaul University 2014 — 2017
Master of Fine Arts (MFA), Acting
Georgetown University 2000 — 2004
BA, Psychology
Robert Allgyer Robert Allgyer's UBS Investment Bank Experience February 2014 - Present
Job Managing Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank February 2014 - Present
UBS Investment Bank March 2010 - February 2014
UBS Investment Bank March 2007 - March 2010
UBS Investment Bank July 2003 - March 2007
UBS Investment Bank July 2000 - June 2003
Skills
Investment Banking, Fixed Income, Equities, Capital Markets, Corporate Advisory, M&A execution, M&A experience, International M&A, Cross-border M&A, M&A analysis, Valuation
Education
Dartmouth College 1996 — 2000
Bachelor of Arts (BA), History
Dartmouth College 1996 — 2000
Bachelor's degree, Economics
Lake forest high school
UBS Investment Bank February 2014 - Present
UBS Investment Bank March 2010 - February 2014
UBS Investment Bank March 2007 - March 2010
UBS Investment Bank July 2003 - March 2007
UBS Investment Bank July 2000 - June 2003
Skills
Investment Banking, Fixed Income, Equities, Capital Markets, Corporate Advisory, M&A execution, M&A experience, International M&A, Cross-border M&A, M&A analysis, Valuation
Education
Dartmouth College 1996 — 2000
Bachelor of Arts (BA), History
Dartmouth College 1996 — 2000
Bachelor's degree, Economics
Lake forest high school
Aftab Shahsingh Aftab Shahsingh's UBS Investment Bank Experience December 2009 - Present
Job Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank December 2009 - Present
UBS June 2001 - December 2009
Merrill Lynch June 2000 - August 2000
Skills
Investment Banking, Asset Management, Equities, Capital Markets, Valuation, Sales Management, Business Strategy, Advisory, Accounting, Structured Finance, Legal Documentation, Mergers & Acquisitions, Investments, Strategy, Financial Analysis, Finance, Private Equity, Financial Modeling, Corporate Finance, Due Diligence, Portfolio Management, Fixed Income
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Analytical Finance and Accounting
Denison University 1997 — 2001
BSc, Computer Science and Economics
Cathedral 1986 — 1997
UBS Investment Bank December 2009 - Present
UBS June 2001 - December 2009
Merrill Lynch June 2000 - August 2000
Skills
Investment Banking, Asset Management, Equities, Capital Markets, Valuation, Sales Management, Business Strategy, Advisory, Accounting, Structured Finance, Legal Documentation, Mergers & Acquisitions, Investments, Strategy, Financial Analysis, Finance, Private Equity, Financial Modeling, Corporate Finance, Due Diligence, Portfolio Management, Fixed Income
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Analytical Finance and Accounting
Denison University 1997 — 2001
BSc, Computer Science and Economics
Cathedral 1986 — 1997
Pramit Mitra Pramit Mitra's UBS Investment Bank Experience May 2008 - August 2008
Job Senior Manager at EY
Industry Capital Markets
Experience
EY June 2012 - Present
PwC 2009 - April 2012
Yale School of Management (SOM) August 2007 - May 2009
UBS Investment Bank May 2008 - August 2008
Center for Strategic and International Studies (CSIS) June 2003 - August 2007
Zurich Financial Services May 2001 - April 2002
International Youth Foundation October 2000 - February 2001
The Wall Street Journal February 1998 - August 2000
The Times of India June 1996 - February 1998
Skills
Emerging Markets, Due Diligence, Financial Analysis, Management Consulting, Finance, Economics, Risk Management, Capital Markets, Strategic Planning, Program Management, Stress Testing, Teaching, Content Development, Mergers & Acquisitions
Education
Yale University - Yale School of Management
Master of Business Administration (M.B.A.), Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
Certificate in Emerging Markets Studies, International Relations and Affairs
The Johns Hopkins University
Master's Degree, Emerging Markets/Public Policy
Delhi University
BA, Economics/Journalism
EY June 2012 - Present
PwC 2009 - April 2012
Yale School of Management (SOM) August 2007 - May 2009
UBS Investment Bank May 2008 - August 2008
Center for Strategic and International Studies (CSIS) June 2003 - August 2007
Zurich Financial Services May 2001 - April 2002
International Youth Foundation October 2000 - February 2001
The Wall Street Journal February 1998 - August 2000
The Times of India June 1996 - February 1998
Skills
Emerging Markets, Due Diligence, Financial Analysis, Management Consulting, Finance, Economics, Risk Management, Capital Markets, Strategic Planning, Program Management, Stress Testing, Teaching, Content Development, Mergers & Acquisitions
Education
Yale University - Yale School of Management
Master of Business Administration (M.B.A.), Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
Certificate in Emerging Markets Studies, International Relations and Affairs
The Johns Hopkins University
Master's Degree, Emerging Markets/Public Policy
Delhi University
BA, Economics/Journalism
Gregg Rubin's UBS Investment Bank Experience June 2007 - August 2007
Job Senior Associate at Polaris Partners
Industry Venture Capital & Private Equity
Experience
Polaris Partners December 2013 - Present
Art Research Technologies August 2011 - Present
Polaris Venture Partners July 2008 - July 2011
UBS Investment Bank June 2007 - August 2007
Skills
Corporate Development, Venture Capital, Start-ups, Private Equity, Entrepreneurship, Ruby on Rails, Financial Modeling, LBO, Operations Management, JavaScript, Due Diligence, Web Development, Python, Mergers & Acquisitions, Angel Investing, Management Consulting
Education
Dartmouth College 2004 — 2008
BA, Economics and Asian and Middle Eastern Languages and Literatures
Polaris Partners December 2013 - Present
Art Research Technologies August 2011 - Present
Polaris Venture Partners July 2008 - July 2011
UBS Investment Bank June 2007 - August 2007
Skills
Corporate Development, Venture Capital, Start-ups, Private Equity, Entrepreneurship, Ruby on Rails, Financial Modeling, LBO, Operations Management, JavaScript, Due Diligence, Web Development, Python, Mergers & Acquisitions, Angel Investing, Management Consulting
Education
Dartmouth College 2004 — 2008
BA, Economics and Asian and Middle Eastern Languages and Literatures
Leasia Clark Leasia Clark's UBS Investment Bank Experience February 2012 - Present
Job at
Industry Information Technology and Services
Experience
UBS May 2014 - Present
UBS Investment Bank February 2012 - Present
UBS Global Asset Management February 2011 - Present
Skills
Windows 7, Computer Hardware, Access, Microsoft Office, XP, Team Leadership, Data Entry, Visio, Active Directory, Proficient in Microsoft..., Public Speaking, SharePoint Designer, Business Analysis, Global Operations, Windows, Outlook, HTML, Windows XP
Education
DePaul University 2013 — 2015
Bachelor of Arts (BA), International Business, Junior
Harold Washington 2011 — 2013
YearUp 2011 — 2012
UBS May 2014 - Present
UBS Investment Bank February 2012 - Present
UBS Global Asset Management February 2011 - Present
Skills
Windows 7, Computer Hardware, Access, Microsoft Office, XP, Team Leadership, Data Entry, Visio, Active Directory, Proficient in Microsoft..., Public Speaking, SharePoint Designer, Business Analysis, Global Operations, Windows, Outlook, HTML, Windows XP
Education
DePaul University 2013 — 2015
Bachelor of Arts (BA), International Business, Junior
Harold Washington 2011 — 2013
YearUp 2011 — 2012
John Philip Noonan's UBS Investment Bank Experience August 2009 - August 2010
Job Assistant State Attorney at Second Judicial Circuit State Attorney's Office
Industry Law Practice
Experience
Florida Department of Children and Families October 2013 - January 2015
US Securities and Exchange Commission January 2013 - April 2013
Stetson University College of Law August 2012 - December 2012
U.S. District Court for the Middle District of Florida May 2012 - July 2012
Anderson, Roberts, Porth & Wallace July 2011 - August 2011
UBS Investment Bank August 2009 - August 2010
Iowa Legislature January 2009 - April 2009
Skills
Public Speaking, Civil Litigation, Courts, Criminal Law, Trials, Research, Legal Research, Legal Writing, Hearings, Insurance, Securities, Fraud, Public Policy, Policy Analysis, Microsoft Office, Nonprofits, PowerPoint, Microsoft Excel, Government, Editing, Community Outreach
Education
Stetson University College of Law 2010 — 2013
J.D.
St. Mary’s University, Twickenham 2009 — 2010
Post Graduate Certificate
Creighton University 2004 — 2008
B.A.
Burlington Community High School 2000 — 2004
High School Diploma
Florida Department of Children and Families October 2013 - January 2015
US Securities and Exchange Commission January 2013 - April 2013
Stetson University College of Law August 2012 - December 2012
U.S. District Court for the Middle District of Florida May 2012 - July 2012
Anderson, Roberts, Porth & Wallace July 2011 - August 2011
UBS Investment Bank August 2009 - August 2010
Iowa Legislature January 2009 - April 2009
Skills
Public Speaking, Civil Litigation, Courts, Criminal Law, Trials, Research, Legal Research, Legal Writing, Hearings, Insurance, Securities, Fraud, Public Policy, Policy Analysis, Microsoft Office, Nonprofits, PowerPoint, Microsoft Excel, Government, Editing, Community Outreach
Education
Stetson University College of Law 2010 — 2013
J.D.
St. Mary’s University, Twickenham 2009 — 2010
Post Graduate Certificate
Creighton University 2004 — 2008
B.A.
Burlington Community High School 2000 — 2004
High School Diploma
Richard Haggerstone Richard Haggerstone's UBS Investment Bank Experience 2001 - 2009
Job Senior Manager, Compensation at E*TRADE Financial Corporation
Industry Human Resources
Experience
E*TRADE Financial Corporation November 2014 - Present
GENPACT November 2013 - November 2014
Warner Music Group November 2012 - July 2013
Lindum Business Services Ltd August 2009 - October 2012
UBS Investment Bank 2001 - 2009
Skills
Analysis, Change Management, International Reward, Compensation Review, Stock Compensation, HR Analysis, Financial Analysis, Qualified Chartered..., Expatriate Management, Microsoft Excel, VBA, Human Resources, Talent Management, Performance Management, Employee Benefits, HRIS
Education
Cranfield University 2011 — 2012
Master of Science (MSc), Resource Management
The Chartered Institute of Management Accountants
CIMA, Management Accounting
University of Portsmouth 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business Studies, 2.1
E*TRADE Financial Corporation November 2014 - Present
GENPACT November 2013 - November 2014
Warner Music Group November 2012 - July 2013
Lindum Business Services Ltd August 2009 - October 2012
UBS Investment Bank 2001 - 2009
Skills
Analysis, Change Management, International Reward, Compensation Review, Stock Compensation, HR Analysis, Financial Analysis, Qualified Chartered..., Expatriate Management, Microsoft Excel, VBA, Human Resources, Talent Management, Performance Management, Employee Benefits, HRIS
Education
Cranfield University 2011 — 2012
Master of Science (MSc), Resource Management
The Chartered Institute of Management Accountants
CIMA, Management Accounting
University of Portsmouth 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business Studies, 2.1
William Richards's UBS Investment Bank Experience September 1995 - December 2012
Job WBR Advisors LLC
Industry Investment Management
Experience
The Episcopal Academy May 2014 - Present
WBR Advisors LLC January 2013 - Present
Trident Group October 2014 - Present
Business Executives for National Security April 2012 - June 2014
UBS Investment Bank September 1995 - December 2012
Skills
Nonprofits, Fundraising, Strategic Planning, Public Speaking, Volunteer Management, Community Outreach, Public Relations, Entrepreneurship, Business Strategy, Event Management, Research, Social Media, Leadership Development, Event Planning, Leadership, Hedge Funds
Education
Denison University 1963 — 1967
Bachelor of Arts (B.A.), History and Economics
Episcopal Academy 1950 — 1963
High School
The Episcopal Academy May 2014 - Present
WBR Advisors LLC January 2013 - Present
Trident Group October 2014 - Present
Business Executives for National Security April 2012 - June 2014
UBS Investment Bank September 1995 - December 2012
Skills
Nonprofits, Fundraising, Strategic Planning, Public Speaking, Volunteer Management, Community Outreach, Public Relations, Entrepreneurship, Business Strategy, Event Management, Research, Social Media, Leadership Development, Event Planning, Leadership, Hedge Funds
Education
Denison University 1963 — 1967
Bachelor of Arts (B.A.), History and Economics
Episcopal Academy 1950 — 1963
High School
Alexandra Dunne Alexandra Dunne's UBS Investment Bank Experience June 2015 - Present
Job Student at Davidson College
Industry Financial Services
Experience
UBS Investment Bank June 2015 - Present
The Achieve Program at Noble and Greenough School June 2014 - August 2014
Tenacre Country Day Camp June 2013 - August 2013
Lochearn Camp for Girls June 2012 - August 2012
Education
Davidson College 2013 — 2017
Bachelor of Arts (B.A.), Economics
Noble and Greenough School 2007 — 2013
UBS Investment Bank June 2015 - Present
The Achieve Program at Noble and Greenough School June 2014 - August 2014
Tenacre Country Day Camp June 2013 - August 2013
Lochearn Camp for Girls June 2012 - August 2012
Education
Davidson College 2013 — 2017
Bachelor of Arts (B.A.), Economics
Noble and Greenough School 2007 — 2013
Jay Lown Jay Lown's UBS Investment Bank Experience April 2002 - March 2008
Job President & Chief Investment Officer at Cherry Hill Mortgage Investment Corporation
Industry Financial Services
Experience
Cherry Hill Mortgage Investment Corporation October 2013 - Present
Freedom Mortgage April 2012 - Present
GreenLake Investment Partners September 2010 - December 2014
Avenue Capital Group April 2011 - January 2012
NewOak Capital October 2009 - September 2010
Office of Thrift Supervision March 2008 - October 2009
UBS Investment Bank April 2002 - March 2008
Citigroup January 1999 - April 2002
Salomon Brothers November 1991 - December 1998
Macy's June 1986 - March 1989
Skills
Capital Markets, Securitization, Fixed Income, MBS, Structured Finance, Hedge Funds, Asset Managment, ABS, Mortgage Banking, Structured Products, Mortgage Lending, Loans, Securities, Credit Analysis, Financial Modeling, Bonds, Financial Structuring, Finance, Derivatives, Investments, Banking, Asset Management, Funding, Valuation, High Yield, Private Equity, Portfolio Management, Bloomberg, CMBS, Credit Derivatives, Emerging Markets, Real Estate, Investment Banking, Alternative Investments, Residential Mortgages, Financial Risk, Real Estate Economics, Credit Risk, Trading, Equities, Due Diligence, Credit, Corporate Finance, Financial Services, Loan Origination
Education
D'Amore-McKim School of Business at Northeastern University 1989 — 1991
MBA, Finance
Lehigh University - College of Business and Economics 1983 — 1985
BS, Finance
Christian Brothers Academy 1978 — 1981
HS, college prep
Cherry Hill Mortgage Investment Corporation October 2013 - Present
Freedom Mortgage April 2012 - Present
GreenLake Investment Partners September 2010 - December 2014
Avenue Capital Group April 2011 - January 2012
NewOak Capital October 2009 - September 2010
Office of Thrift Supervision March 2008 - October 2009
UBS Investment Bank April 2002 - March 2008
Citigroup January 1999 - April 2002
Salomon Brothers November 1991 - December 1998
Macy's June 1986 - March 1989
Skills
Capital Markets, Securitization, Fixed Income, MBS, Structured Finance, Hedge Funds, Asset Managment, ABS, Mortgage Banking, Structured Products, Mortgage Lending, Loans, Securities, Credit Analysis, Financial Modeling, Bonds, Financial Structuring, Finance, Derivatives, Investments, Banking, Asset Management, Funding, Valuation, High Yield, Private Equity, Portfolio Management, Bloomberg, CMBS, Credit Derivatives, Emerging Markets, Real Estate, Investment Banking, Alternative Investments, Residential Mortgages, Financial Risk, Real Estate Economics, Credit Risk, Trading, Equities, Due Diligence, Credit, Corporate Finance, Financial Services, Loan Origination
Education
D'Amore-McKim School of Business at Northeastern University 1989 — 1991
MBA, Finance
Lehigh University - College of Business and Economics 1983 — 1985
BS, Finance
Christian Brothers Academy 1978 — 1981
HS, college prep
Seerat Sodhi Seerat Sodhi's UBS Investment Bank Experience March 2008 - March 2009
Job Senior Consultant
Industry Financial Services
Experience
Deloitte April 2015 - Present
QCI Asset Management July 2012 - April 2015
Rochester Institute of Technology August 2010 - May 2012
Merrill Lynch June 2011 - August 2011
Barclays Bank September 2009 - June 2010
UBS Investment Bank March 2008 - March 2009
Education
Rochester Institute of Technology 2010 — 2012
Master of Business Administration (M.B.A.)
University of Cambridge 2008 — 2009
Mountbatten Institute and University of Cambridge International Examinations (CIE)
Delhi University 2004 — 2007
Bachelor's Degree
Deloitte April 2015 - Present
QCI Asset Management July 2012 - April 2015
Rochester Institute of Technology August 2010 - May 2012
Merrill Lynch June 2011 - August 2011
Barclays Bank September 2009 - June 2010
UBS Investment Bank March 2008 - March 2009
Education
Rochester Institute of Technology 2010 — 2012
Master of Business Administration (M.B.A.)
University of Cambridge 2008 — 2009
Mountbatten Institute and University of Cambridge International Examinations (CIE)
Delhi University 2004 — 2007
Bachelor's Degree
Anita Gajdecki Anita Gajdecki's UBS Investment Bank Experience 1996 - 1998
Job Adjunct Staff at American Meteorological Society
Industry
Experience
American Meteorological Society February 2013 - Present
Hayden Planetarium 1998 - 2008
UBS Investment Bank 1996 - 1998
IBM/SEER Technologies 1993 - 1996
Accenture 1988 - 1991
Skills
Bilingual in Polish, Climate Change, Project Management, Research, Science, Management Consulting, Climate, Data Analysis, Proposal Writing, Public Speaking, Nonprofits, Program Management, Management, Strategic Planning, Process Improvement
Education
University of Massachusetts at Lowell 2009 — 2011
Master's degree, Atmospheric Sciences and Meteorology
Cranfield University - Cranfield School of Management 1991 — 1992
Master's degree, Artificial Intelligence
The University of Manchester 1985 — 1988
Bachelor of Science (BSc), Physics and Astrophysics
American Meteorological Society February 2013 - Present
Hayden Planetarium 1998 - 2008
UBS Investment Bank 1996 - 1998
IBM/SEER Technologies 1993 - 1996
Accenture 1988 - 1991
Skills
Bilingual in Polish, Climate Change, Project Management, Research, Science, Management Consulting, Climate, Data Analysis, Proposal Writing, Public Speaking, Nonprofits, Program Management, Management, Strategic Planning, Process Improvement
Education
University of Massachusetts at Lowell 2009 — 2011
Master's degree, Atmospheric Sciences and Meteorology
Cranfield University - Cranfield School of Management 1991 — 1992
Master's degree, Artificial Intelligence
The University of Manchester 1985 — 1988
Bachelor of Science (BSc), Physics and Astrophysics
Harsh Bakshi Harsh Bakshi's UBS Investment Bank Experience May 2011 - Present
Job Program Manager at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank May 2011 - Present
MphasiS February 2007 - May 2011
Deutsche Bank March 2011 - April 2011
JPMorgan Chase January 2010 - February 2011
J.P. Morgan October 2008 - January 2010
Citi May 2008 - August 2008
Fidelity Investments April 2007 - April 2008
Ness Technologies October 2003 - January 2007
Skills
Business Analysis, Global Delivery, Software Project..., SDLC, Requirements Analysis, Vendor Management, Investment Banking, Offshoring, Investments, Capital Markets, Strategy, Financial Services, Equities, Fixed Income, Banking, Management
Education
Indian Institute of Management, Bangalore 2005 — 2006
Executive Management, Management
Symbiosis International University 2001 — 2003
Master of Business Administration (MBA), Information Technology Project Management
Delhi University 1998 — 2001
Bachelor of Commerce (Honors)
UBS Investment Bank May 2011 - Present
MphasiS February 2007 - May 2011
Deutsche Bank March 2011 - April 2011
JPMorgan Chase January 2010 - February 2011
J.P. Morgan October 2008 - January 2010
Citi May 2008 - August 2008
Fidelity Investments April 2007 - April 2008
Ness Technologies October 2003 - January 2007
Skills
Business Analysis, Global Delivery, Software Project..., SDLC, Requirements Analysis, Vendor Management, Investment Banking, Offshoring, Investments, Capital Markets, Strategy, Financial Services, Equities, Fixed Income, Banking, Management
Education
Indian Institute of Management, Bangalore 2005 — 2006
Executive Management, Management
Symbiosis International University 2001 — 2003
Master of Business Administration (MBA), Information Technology Project Management
Delhi University 1998 — 2001
Bachelor of Commerce (Honors)
Peter Cabaj Peter Cabaj's UBS Investment Bank Experience July 2014 - Present
Job Associate Director Research Technology Management at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2014 - Present
UBS O'Connor October 2010 - July 2014
UBS June 2010 - August 2010
Skills
Hedge Funds, Trading Systems, Market Data, Alternative Investments, Equities, Disaster Recovery, Derivatives, Business Process, Business Analysis, Project Management, SQL
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2011
Master of Science (MS), Technical Business Administration
DePaul University 2007 — 2010
Bachelor of Science (BS), Computer Science
UBS Investment Bank July 2014 - Present
UBS O'Connor October 2010 - July 2014
UBS June 2010 - August 2010
Skills
Hedge Funds, Trading Systems, Market Data, Alternative Investments, Equities, Disaster Recovery, Derivatives, Business Process, Business Analysis, Project Management, SQL
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2011
Master of Science (MS), Technical Business Administration
DePaul University 2007 — 2010
Bachelor of Science (BS), Computer Science
Priyanshu Bakshi, CFA Priyanshu Bakshi, CFA's UBS Investment Bank Experience 2007 - 2008
Job University of Chicago Booth School of Business
Industry Investment Management
Experience
Fidelity Investments June 2015 - August 2015
New Vernon Capital 2013 - 2014
New Vernon Capital 2011 - 2013
Jones Lang LaSalle 2008 - 2010
UBS Investment Bank 2007 - 2008
Skills
Valuation, Private Equity, Financial Modeling, Investments, Equity Valuation, DCF, Portfolio Management, Investment Banking, Due Diligence, Financial Analysis, Capital Markets, Management, Business Strategy, Corporate Finance
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
CFA Institute 2008 — 2011
Chartered Financial Analyst (CFA), Finance
Delhi University 2004 — 2007
Bachelor of Business Studies, Finance, First Division with Honors
Apeejay, New Delhi
HSC, Economics, Mathematics, Accountancy, Business Studies & English
Fidelity Investments June 2015 - August 2015
New Vernon Capital 2013 - 2014
New Vernon Capital 2011 - 2013
Jones Lang LaSalle 2008 - 2010
UBS Investment Bank 2007 - 2008
Skills
Valuation, Private Equity, Financial Modeling, Investments, Equity Valuation, DCF, Portfolio Management, Investment Banking, Due Diligence, Financial Analysis, Capital Markets, Management, Business Strategy, Corporate Finance
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
CFA Institute 2008 — 2011
Chartered Financial Analyst (CFA), Finance
Delhi University 2004 — 2007
Bachelor of Business Studies, Finance, First Division with Honors
Apeejay, New Delhi
HSC, Economics, Mathematics, Accountancy, Business Studies & English
James Schaefer James Schaefer's UBS Investment Bank Experience February 2006 - December 2013
Job Senior Managing Director Global Head of Energy, Power & Renewables
Industry Investment Banking
Experience
The Blackstone Group January 2014 - Present
UBS Investment Bank February 2006 - December 2013
Lehman Brothers 1999 - 2006
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
MBA, Finance
University of Vermont 1986 — 1990
Bachelor's Degree, Business Administration, Finance
Deerfield Academy 1983 — 1986
The Blackstone Group January 2014 - Present
UBS Investment Bank February 2006 - December 2013
Lehman Brothers 1999 - 2006
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
MBA, Finance
University of Vermont 1986 — 1990
Bachelor's Degree, Business Administration, Finance
Deerfield Academy 1983 — 1986
Sara Nordstrand's UBS Investment Bank Experience June 2015 - Present
Job Litigation Paralegal at UBS Investment Bank
Industry Legal Services
Experience
UBS Investment Bank June 2015 - Present
UBS Investment Bank March 2015 - Present
Sullivan & Cromwell LLP June 2014 - May 2015
Davidson College July 2013 - May 2014
Davidson College April 2013 - May 2014
Davidson College Friends of the Arts January 2013 - May 2014
Davidson College August 2011 - May 2014
Davidson College May 2013 - August 2013
The Mint Museum May 2012 - August 2012
Davidson College May 2012 - August 2012
Skills
English, Writing, Editing, Research, Public Speaking, Customer Service, Wordpress, Blogging, Photoshop, Visual Arts, Social Media Marketing, Social Media, Publications, Art, Entrepreneurship, Entrepreneurship..., Entrepreneurship..., WordPress, Creative Writing, Newsletters, Proposal Writing, Advertising
Education
Davidson College 2010 — 2014
Bachelor of Arts (B.A.), English
Madras Christian College 2012 — 2012
Indian Literature in English
Cambridge University 2011 — 2011
British Literature and History, 1780-1850
Brownell-Talbot 2006 — 2010
UBS Investment Bank June 2015 - Present
UBS Investment Bank March 2015 - Present
Sullivan & Cromwell LLP June 2014 - May 2015
Davidson College July 2013 - May 2014
Davidson College April 2013 - May 2014
Davidson College Friends of the Arts January 2013 - May 2014
Davidson College August 2011 - May 2014
Davidson College May 2013 - August 2013
The Mint Museum May 2012 - August 2012
Davidson College May 2012 - August 2012
Skills
English, Writing, Editing, Research, Public Speaking, Customer Service, Wordpress, Blogging, Photoshop, Visual Arts, Social Media Marketing, Social Media, Publications, Art, Entrepreneurship, Entrepreneurship..., Entrepreneurship..., WordPress, Creative Writing, Newsletters, Proposal Writing, Advertising
Education
Davidson College 2010 — 2014
Bachelor of Arts (B.A.), English
Madras Christian College 2012 — 2012
Indian Literature in English
Cambridge University 2011 — 2011
British Literature and History, 1780-1850
Brownell-Talbot 2006 — 2010
Won Kim Won Kim's UBS Investment Bank Experience March 1999 - August 2006
Job Regulatory Subject Matter Expert
Industry Investment Banking
Experience
Rabobank September 2015 - Present
Deutsche Bank December 2013 - Present
UBS June 2012 - December 2013
UBS August 2006 - June 2012
UBS Investment Bank March 1999 - August 2006
UBS Investment Bank July 1994 - March 2002
UBS July 1994 - March 1999
Korea First Bank September 1992 - July 1994
Skills
Regulatory Reporting, Report Design, Regulatory Relations, Data Management, Finance, Investment Banking, Financial Reporting, Business Analysis, Capital Markets, Derivatives, Risk Management, Internal Audit, Emerging Markets, Corporate Finance, Internal Controls, Financial Modeling, Financial Analysis, Equities, Portfolio Management, Strategic Financial..., Hedge Funds, Due Diligence, Banking, Fixed Income, Financial Risk, FX Options, Valuation, Accounting, Financial Services, Analysis, Managerial Finance, Operational Risk..., Business Process..., Financial Accounting, Financial Audits, Auditing, Project Management, Data Modeling, Quality Assurance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1992
MBA, Accountancy
The Ohio State University Fisher College of Business 1985 — 1989
BSBA, Accounting
Rabobank September 2015 - Present
Deutsche Bank December 2013 - Present
UBS June 2012 - December 2013
UBS August 2006 - June 2012
UBS Investment Bank March 1999 - August 2006
UBS Investment Bank July 1994 - March 2002
UBS July 1994 - March 1999
Korea First Bank September 1992 - July 1994
Skills
Regulatory Reporting, Report Design, Regulatory Relations, Data Management, Finance, Investment Banking, Financial Reporting, Business Analysis, Capital Markets, Derivatives, Risk Management, Internal Audit, Emerging Markets, Corporate Finance, Internal Controls, Financial Modeling, Financial Analysis, Equities, Portfolio Management, Strategic Financial..., Hedge Funds, Due Diligence, Banking, Fixed Income, Financial Risk, FX Options, Valuation, Accounting, Financial Services, Analysis, Managerial Finance, Operational Risk..., Business Process..., Financial Accounting, Financial Audits, Auditing, Project Management, Data Modeling, Quality Assurance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1992
MBA, Accountancy
The Ohio State University Fisher College of Business 1985 — 1989
BSBA, Accounting
Mareida Mackenna Mareida Mackenna's UBS Investment Bank Experience 2012 - 2012
Job Senior Director at Aon Corporation
Industry Financial Services
Experience
Aon July 2013 - Present
Millennium Partners February 2013 - July 2013
UBS Investment Bank 2012 - 2012
UBS Investment Bank 2007 - 2012
UBS Investment Bank 2006 - 2007
Dell Perot Systems 1999 - 2006
Dell Perot Systems 1995 - 1999
Swiss Bank Corporation 1992 - 1995
O'Connor & Associates. 1991 - 1992
Skills
Financial Modeling, Financial Analysis, Investment Banking, Capital Markets, Corporate Finance, Equities, ITIL, Total Cost of Ownership, IT Benchmarking, Vendor Management, Outsourcing, Service Catalog, Strategic Financial..., IT Cost Optimization, IT Financial Management, IT Business Management, Cost Transparency
Education
DePaul University 1987 — 1993
Bachlor of Science
Aon July 2013 - Present
Millennium Partners February 2013 - July 2013
UBS Investment Bank 2012 - 2012
UBS Investment Bank 2007 - 2012
UBS Investment Bank 2006 - 2007
Dell Perot Systems 1999 - 2006
Dell Perot Systems 1995 - 1999
Swiss Bank Corporation 1992 - 1995
O'Connor & Associates. 1991 - 1992
Skills
Financial Modeling, Financial Analysis, Investment Banking, Capital Markets, Corporate Finance, Equities, ITIL, Total Cost of Ownership, IT Benchmarking, Vendor Management, Outsourcing, Service Catalog, Strategic Financial..., IT Cost Optimization, IT Financial Management, IT Business Management, Cost Transparency
Education
DePaul University 1987 — 1993
Bachlor of Science
GAURAV DHINGRA GAURAV DHINGRA's UBS Investment Bank Experience October 2005 - December 2005
Job Credit Trading at Barclays
Industry Capital Markets
Experience
Barclays Capital October 2006 - Present
JP Morgan January 2006 - September 2006
UBS Investment Bank October 2005 - December 2005
HCL Infosystems Ltd January 2003 - December 2004
Skills
Fixed Income, Valuation, Portfolio Management, Financial Modeling, Risk Management, Trading, Derivatives, Asset Managment, VBA, Investment Banking, Equities, Capital Markets, Financial Analysis, Interest Rate..., Financial Risk, CRM, Business Analysis, Banking, Team Management, Credit Derivatives, Bloomberg, Finance, Bonds, Strategy, Credit, Financial Markets, Structured Products, Market Risk, Options, Corporate Finance, Managerial Finance, CDS, Bloomberg Terminal, Management, Market Data, Investments, Equity Derivatives, Emerging Markets, Asset Management
Education
Fordham University - Graduate School of Business Administration 2005 — 2006
MBA
Delhi University 1999 — 2003
BS
Barclays Capital October 2006 - Present
JP Morgan January 2006 - September 2006
UBS Investment Bank October 2005 - December 2005
HCL Infosystems Ltd January 2003 - December 2004
Skills
Fixed Income, Valuation, Portfolio Management, Financial Modeling, Risk Management, Trading, Derivatives, Asset Managment, VBA, Investment Banking, Equities, Capital Markets, Financial Analysis, Interest Rate..., Financial Risk, CRM, Business Analysis, Banking, Team Management, Credit Derivatives, Bloomberg, Finance, Bonds, Strategy, Credit, Financial Markets, Structured Products, Market Risk, Options, Corporate Finance, Managerial Finance, CDS, Bloomberg Terminal, Management, Market Data, Investments, Equity Derivatives, Emerging Markets, Asset Management
Education
Fordham University - Graduate School of Business Administration 2005 — 2006
MBA
Delhi University 1999 — 2003
BS
Alonna Atterbury Alonna Atterbury's UBS Investment Bank Experience March 2013 - March 2014
Job Internal Communications Analyst at BlackRock
Industry Public Relations and Communications
Experience
BlackRock April 2015 - Present
HSBC Retail Banking and Wealth Management June 2014 - April 2015
Discovery USA April 2014 - June 2014
UBS Investment Bank March 2013 - March 2014
Fox Associates, Inc. June 2012 - February 2013
St. George's Hospital September 2011 - December 2011
Skills
Social Media, Marketing, Public Relations, Sales, Customer Service, Event Planning, Facebook, Advertising, Social Networking, Corporate Communications, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Satisfaction, Time Management, Public Speaking, Event Management, Outlook, Strategic Planning
Education
Mountbatten Institute 2013 — 2014
Post Graduate, International Business
DePaul University 2010 — 2013
Bachelor's Degree, Public Relations, Advertising, and Applied Communication, 3.7/4.0
University of Wisconsin-Madison 2009 — 2010
BlackRock April 2015 - Present
HSBC Retail Banking and Wealth Management June 2014 - April 2015
Discovery USA April 2014 - June 2014
UBS Investment Bank March 2013 - March 2014
Fox Associates, Inc. June 2012 - February 2013
St. George's Hospital September 2011 - December 2011
Skills
Social Media, Marketing, Public Relations, Sales, Customer Service, Event Planning, Facebook, Advertising, Social Networking, Corporate Communications, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Satisfaction, Time Management, Public Speaking, Event Management, Outlook, Strategic Planning
Education
Mountbatten Institute 2013 — 2014
Post Graduate, International Business
DePaul University 2010 — 2013
Bachelor's Degree, Public Relations, Advertising, and Applied Communication, 3.7/4.0
University of Wisconsin-Madison 2009 — 2010
Andrew Hostetler Andrew Hostetler's UBS Investment Bank Experience July 2014 - Present
Job Institutional Sales at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank July 2014 - Present
ISI Group May 2010 - July 2014
Deutsche Bank May 2007 - April 2010
Thomas Weisel Partners 2002 - 2007
Skills
Equity Research, Equities, Trading, Equity Trading, Asset Allocation, Financial Markets, Emerging Markets, Derivatives, Investment Management, Investment Strategies, Corporate Finance, Equity Valuation, Financial Analysis, Trading Systems, Series 7, Series 63, Due Diligence
Education
Denison University 1995 — 1999
BA, Economics
UBS Investment Bank July 2014 - Present
ISI Group May 2010 - July 2014
Deutsche Bank May 2007 - April 2010
Thomas Weisel Partners 2002 - 2007
Skills
Equity Research, Equities, Trading, Equity Trading, Asset Allocation, Financial Markets, Emerging Markets, Derivatives, Investment Management, Investment Strategies, Corporate Finance, Equity Valuation, Financial Analysis, Trading Systems, Series 7, Series 63, Due Diligence
Education
Denison University 1995 — 1999
BA, Economics
Nicholas Rhoads Nicholas Rhoads's UBS Investment Bank Experience September 2004 - June 2006
Job Director, Mergers & Acquisitions at General Mills
Industry Consumer Goods
Experience
General Mills June 2015 - Present
General Mills July 2012 - June 2015
General Mills November 2010 - July 2012
Boeing January 2009 - October 2010
Boeing August 2006 - January 2009
UBS Investment Bank September 2004 - June 2006
Lancaster Pollard June 2002 - September 2004
Skills
Mergers, Financial Modeling, Financial Analysis, Corporate Development, Due Diligence, Valuation
Education
Denison University 1998 — 2002
B.A., Economics and Communication
General Mills June 2015 - Present
General Mills July 2012 - June 2015
General Mills November 2010 - July 2012
Boeing January 2009 - October 2010
Boeing August 2006 - January 2009
UBS Investment Bank September 2004 - June 2006
Lancaster Pollard June 2002 - September 2004
Skills
Mergers, Financial Modeling, Financial Analysis, Corporate Development, Due Diligence, Valuation
Education
Denison University 1998 — 2002
B.A., Economics and Communication
Kim Yarde Kim Yarde's UBS Investment Bank Experience June 2006 - August 2006
Job Lead Project Coordinator/ Executive Assistant at Wolters Kluwer
Industry Human Resources
Experience
Wolters Kluwer January 2015 - Present
Wolters Kluwer August 2013 - Present
Capco August 2012 - June 2013
Ernst & Young August 2011 - August 2012
Davidson College May 2008 - May 2011
Davidson College August 2007 - May 2011
Davidson College November 2010 - March 2011
Deloitte June 2010 - August 2010
Deloitte June 2008 - August 2009
UBS Investment Bank June 2006 - August 2006
Skills
Interviews, Recruiting, Public Speaking, Human Resources, Research, Onboarding, Management, Career Counseling, Community Outreach, Employee Relations, Event Planning, New Hire Orientations
Education
Davidson College 2007 — 2011
Bachelor’s Degree, Sociology
London Metropolitan University 2010 — 2010
Psychology
The Nightingale-Bamford School 2003 — 2007
High School Diploma
Wolters Kluwer January 2015 - Present
Wolters Kluwer August 2013 - Present
Capco August 2012 - June 2013
Ernst & Young August 2011 - August 2012
Davidson College May 2008 - May 2011
Davidson College August 2007 - May 2011
Davidson College November 2010 - March 2011
Deloitte June 2010 - August 2010
Deloitte June 2008 - August 2009
UBS Investment Bank June 2006 - August 2006
Skills
Interviews, Recruiting, Public Speaking, Human Resources, Research, Onboarding, Management, Career Counseling, Community Outreach, Employee Relations, Event Planning, New Hire Orientations
Education
Davidson College 2007 — 2011
Bachelor’s Degree, Sociology
London Metropolitan University 2010 — 2010
Psychology
The Nightingale-Bamford School 2003 — 2007
High School Diploma
Avnish Madan Avnish Madan's UBS Investment Bank Experience February 2006 - June 2010
Job
Industry Information Technology and Services
Experience
Sapient Global Markets January 2013 - Present
JP Morgan Chase June 2010 - January 2013
UBS Investment Bank February 2006 - June 2010
Morgan Stanley 2001 - 2006
GE Asset Management 1999 - 2001
Skills
Derivatives, Commodity, Market Risk, Fixed Income, Risk Management, Trading, FX Options, Trading Systems, IT Strategy, Commodity Markets, Capital Markets, Investment Banking, Options, Market Data, Financial Services, Bloomberg, SDLC, Java, Python, C++, Solution Architecture, Sybase, Oracle
Education
Rensselaer Polytechnic Institute 1992 — 1994
Master of Science (MS)
Delhi College of Engineering 1988 — 1992
Bachelor of Engineering (BE)
Sapient Global Markets January 2013 - Present
JP Morgan Chase June 2010 - January 2013
UBS Investment Bank February 2006 - June 2010
Morgan Stanley 2001 - 2006
GE Asset Management 1999 - 2001
Skills
Derivatives, Commodity, Market Risk, Fixed Income, Risk Management, Trading, FX Options, Trading Systems, IT Strategy, Commodity Markets, Capital Markets, Investment Banking, Options, Market Data, Financial Services, Bloomberg, SDLC, Java, Python, C++, Solution Architecture, Sybase, Oracle
Education
Rensselaer Polytechnic Institute 1992 — 1994
Master of Science (MS)
Delhi College of Engineering 1988 — 1992
Bachelor of Engineering (BE)
Annie Diamond Annie Diamond's UBS Investment Bank Experience May 2012 - Present
Job Director Prime Brokerage Sales at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank May 2012 - Present
Morgan Stanley August 2007 - April 2012
Goldman Sachs August 2004 - August 2007
NYC & Company November 2002 - November 2003
Skills
Prime Brokerage, Equity Derivatives, Equities
Education
Dartmouth College 1998 — 2002
UBS Investment Bank May 2012 - Present
Morgan Stanley August 2007 - April 2012
Goldman Sachs August 2004 - August 2007
NYC & Company November 2002 - November 2003
Skills
Prime Brokerage, Equity Derivatives, Equities
Education
Dartmouth College 1998 — 2002
Darren Hassan Darren Hassan's UBS Investment Bank Experience February 2011 - May 2014
Job Software Development Engineer at Amazon
Industry Computer Software
Experience
Amazon July 2014 - Present
UBS Investment Bank February 2011 - May 2014
Defence Science and Technology Organisation November 2009 - February 2010
Woodside Energy January 2008 - July 2008
Maptek August 2005 - December 2007
Skills
C++, Java, Linux, C, Software Development, Windows, Automation, Software Engineering, SQL, Agile Methodologies, Unix, UML, XML, Subversion
Education
The University of Western Australia 2009 — 2010
Master of Computer Science, Computational Modelling and Simulation
The University of Western Australia 2006 — 2008
Post. Grad. Dip. Oil & Gas Eng
Curtin University 2003 — 2005
BSc I.T., Software Development
Amazon July 2014 - Present
UBS Investment Bank February 2011 - May 2014
Defence Science and Technology Organisation November 2009 - February 2010
Woodside Energy January 2008 - July 2008
Maptek August 2005 - December 2007
Skills
C++, Java, Linux, C, Software Development, Windows, Automation, Software Engineering, SQL, Agile Methodologies, Unix, UML, XML, Subversion
Education
The University of Western Australia 2009 — 2010
Master of Computer Science, Computational Modelling and Simulation
The University of Western Australia 2006 — 2008
Post. Grad. Dip. Oil & Gas Eng
Curtin University 2003 — 2005
BSc I.T., Software Development
Nathan Ritsko Nathan Ritsko's UBS Investment Bank Experience 2007 - 2009
Job Asset Allocation Portfolio Specialist at Wellington Management
Industry Investment Management
Experience
Wellington Management October 2014 - Present
Citi August 2012 - September 2014
Citi June 2011 - August 2011
Houlihan Lokey 2010 - 2010
UBS Investment Bank 2007 - 2009
UBS Investment Bank 2005 - 2007
Thomas Weisel Partners June 2004 - August 2004
Bear Stearns June 2003 - August 2003
Skills
Investment Banking, Equity Research, Equity Capital Markets, Valuation, Financial Modeling, Capital Markets, Bloomberg, Corporate Finance, Equities, Fixed Income, Financial Analysis, Hedge Funds, Investments, Mergers & Acquisitions, LBO, Derivatives
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA, 3.77 GPA
University of Pennsylvania
BA, Philosophy, Politics, and Economics, Cum Laude
Wellington Management October 2014 - Present
Citi August 2012 - September 2014
Citi June 2011 - August 2011
Houlihan Lokey 2010 - 2010
UBS Investment Bank 2007 - 2009
UBS Investment Bank 2005 - 2007
Thomas Weisel Partners June 2004 - August 2004
Bear Stearns June 2003 - August 2003
Skills
Investment Banking, Equity Research, Equity Capital Markets, Valuation, Financial Modeling, Capital Markets, Bloomberg, Corporate Finance, Equities, Fixed Income, Financial Analysis, Hedge Funds, Investments, Mergers & Acquisitions, LBO, Derivatives
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA, 3.77 GPA
University of Pennsylvania
BA, Philosophy, Politics, and Economics, Cum Laude
Victor Montaser Al Madani Victor Montaser Al Madani's UBS Investment Bank Experience August 2007 - Present
Job Technical Operation Manager at UBS
Industry Banking
Experience
UBS Investment Bank August 2007 - Present
UBS 2007 - Present
Time Inc. Synapse Group January 2002 - August 2007
Synapse Group Inc 2002 - 2007
Worldwide Assistance September 1998 - January 2002
SDS Data Systems September 1993 - September 1998
Skills
VBScript, Performance Tuning, Oracle RAC, Data Warehousing, Project Management, Unix Shell Scripting, Data Modeling, Windows, ETL, Unix, Oracle, SQL, SDLC, Business Intelligence, Disaster Recovery, Enterprise Architecture, Databases, Requirements Analysis, Database Design, Linux, Security, Database Administration, High Availability, Microsoft SQL Server, Operating Systems, ITIL, Solaris, MySQL, Data Migration, IT Management, PL/SQL, Integration, IT Strategy, Software Project..., Agile Methodologies, Solution Architecture, Shell Scripting, SOA
Education
University of Phoenix 2008 — 2010
MBA, Master in Business Administration
Damascus University 1988 — 1993
BS, Electronics Engineering
Damascus University 1987 — 1993
BSEE, Electrical and Electronics Engineering
UBS Investment Bank August 2007 - Present
UBS 2007 - Present
Time Inc. Synapse Group January 2002 - August 2007
Synapse Group Inc 2002 - 2007
Worldwide Assistance September 1998 - January 2002
SDS Data Systems September 1993 - September 1998
Skills
VBScript, Performance Tuning, Oracle RAC, Data Warehousing, Project Management, Unix Shell Scripting, Data Modeling, Windows, ETL, Unix, Oracle, SQL, SDLC, Business Intelligence, Disaster Recovery, Enterprise Architecture, Databases, Requirements Analysis, Database Design, Linux, Security, Database Administration, High Availability, Microsoft SQL Server, Operating Systems, ITIL, Solaris, MySQL, Data Migration, IT Management, PL/SQL, Integration, IT Strategy, Software Project..., Agile Methodologies, Solution Architecture, Shell Scripting, SOA
Education
University of Phoenix 2008 — 2010
MBA, Master in Business Administration
Damascus University 1988 — 1993
BS, Electronics Engineering
Damascus University 1987 — 1993
BSEE, Electrical and Electronics Engineering
Truman Tolefree Truman Tolefree's UBS Investment Bank Experience July 2002 - July 2003
Job Director at Morgan Management LLC
Industry Commercial Real Estate
Experience
Morgan Management LLC June 2015 - Present
Morgan Management LLC May 2014 - June 2015
Granite Development Corp. October 2007 - August 2012
Bank of America May 2004 - October 2005
Prudential Financial August 2003 - May 2004
UBS Investment Bank July 2002 - July 2003
Skills
Real Estate Development, Financial Modeling, Real Estate Financing, Commercial Real Estate, Real Estate Transactions, Financial Analysis, Valuation
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Morehouse College 1997 — 2002
B.A.
Morgan Management LLC June 2015 - Present
Morgan Management LLC May 2014 - June 2015
Granite Development Corp. October 2007 - August 2012
Bank of America May 2004 - October 2005
Prudential Financial August 2003 - May 2004
UBS Investment Bank July 2002 - July 2003
Skills
Real Estate Development, Financial Modeling, Real Estate Financing, Commercial Real Estate, Real Estate Transactions, Financial Analysis, Valuation
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Morehouse College 1997 — 2002
B.A.
Varun Vermani's UBS Investment Bank Experience July 2013 - December 2013
Job Strategy & Analytics Consultant at IBM GBS
Industry Management Consulting
Experience
The Boston Consulting Group June 2014 - December 2014
UBS Investment Bank July 2013 - December 2013
Eze Software Group January 2013 - April 2013
BNY ConvergEx Group July 2012 - December 2012
KnowThyProf January 2012 - March 2012
Northeastern University Student Value Fund January 2011 - May 2011
Vermani Perfumes Inc. December 2008 - August 2010
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2015
BSBA, Finance, Management, Entrepreneurship and New Venture Management
Archbishop Molloy Highschool 2006 — 2010
New York State Regents Diploma
The Boston Consulting Group June 2014 - December 2014
UBS Investment Bank July 2013 - December 2013
Eze Software Group January 2013 - April 2013
BNY ConvergEx Group July 2012 - December 2012
KnowThyProf January 2012 - March 2012
Northeastern University Student Value Fund January 2011 - May 2011
Vermani Perfumes Inc. December 2008 - August 2010
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2015
BSBA, Finance, Management, Entrepreneurship and New Venture Management
Archbishop Molloy Highschool 2006 — 2010
New York State Regents Diploma
Sperry Edwards's UBS Investment Bank Experience April 2015 - Present
Job Student at Davidson College
Industry Financial Services
Experience
UBS Investment Bank April 2015 - Present
The Carlyle Group June 2014 - August 2014
Runa February 2014 - May 2014
YMCA July 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Microsoft Word, Economics, Public Speaking, Editing, Data Analysis, Fundraising, Teamwork
Education
Davidson College 2012 — 2016
Bachelor of Arts (B.A.), Economics
UBS Investment Bank April 2015 - Present
The Carlyle Group June 2014 - August 2014
Runa February 2014 - May 2014
YMCA July 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Microsoft Word, Economics, Public Speaking, Editing, Data Analysis, Fundraising, Teamwork
Education
Davidson College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Brett Theisen Brett Theisen's UBS Investment Bank Experience 2005 - 2007
Job Associate at Gibbons P.C.
Industry Law Practice
Experience
Gibbons P.C. September 2011 - Present
U.S. Bankruptcy Court August 2010 - September 2011
UBS Investment Bank 2005 - 2007
Skills
Bankruptcy, Commercial Litigation, Creditors' Rights, Chapter 11, Civil Litigation, Litigation, State of New York, Restructuring, Legal Writing, Courts, Legal Research, Contract Negotiation, Corporate Law, Mediation, Licensing, Appeals, Due Diligence, Trials, Legal Assistance, Corporate Governance
Education
Dartmouth College 2001 — 2005
A.B., Government, International Relations
Seton Hall University School of Law 2007 — 2010
J.D.
Dartmouth College - The Tuck School of Business at Dartmouth 2004 — 2004
Business Bridge Program
Rocori High School 1998 — 2001
Gibbons P.C. September 2011 - Present
U.S. Bankruptcy Court August 2010 - September 2011
UBS Investment Bank 2005 - 2007
Skills
Bankruptcy, Commercial Litigation, Creditors' Rights, Chapter 11, Civil Litigation, Litigation, State of New York, Restructuring, Legal Writing, Courts, Legal Research, Contract Negotiation, Corporate Law, Mediation, Licensing, Appeals, Due Diligence, Trials, Legal Assistance, Corporate Governance
Education
Dartmouth College 2001 — 2005
A.B., Government, International Relations
Seton Hall University School of Law 2007 — 2010
J.D.
Dartmouth College - The Tuck School of Business at Dartmouth 2004 — 2004
Business Bridge Program
Rocori High School 1998 — 2001
Siddharth Saran Siddharth Saran's UBS Investment Bank Experience August 2004 - November 2012
Job Tech entrepreneur; Corp. Finance Adviser
Industry Venture Capital & Private Equity
Experience
Orca Advisory LLC July 2015 - Present
Product Lab, LLC January 2014 - Present
Take It Away, Inc. January 2014 - Present
UBS Investment Bank August 2004 - November 2012
Visual Sciences LLC June 2003 - August 2003
NextPoint Partners March 2001 - June 2002
Credit Suisse First Boston July 1998 - March 2001
Skills
Corporate Finance, LBO, Leveraged Finance, Investment Banking, Capital Markets, Due Diligence, Equities, Financial Modeling, Business Acquisition..., Bonds, Fixed Income, Software, Strategic Financial..., Project Management, Company Valuation
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA
Dartmouth College 1997 — 1998
Engineering
Middlebury College 1993 — 1997
1997
Orca Advisory LLC July 2015 - Present
Product Lab, LLC January 2014 - Present
Take It Away, Inc. January 2014 - Present
UBS Investment Bank August 2004 - November 2012
Visual Sciences LLC June 2003 - August 2003
NextPoint Partners March 2001 - June 2002
Credit Suisse First Boston July 1998 - March 2001
Skills
Corporate Finance, LBO, Leveraged Finance, Investment Banking, Capital Markets, Due Diligence, Equities, Financial Modeling, Business Acquisition..., Bonds, Fixed Income, Software, Strategic Financial..., Project Management, Company Valuation
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA
Dartmouth College 1997 — 1998
Engineering
Middlebury College 1993 — 1997
1997
Mike Rosenblum Mike Rosenblum's UBS Investment Bank Experience August 2010 - Present
Job Associate Director at UBS Investment Bank
Industry Financial Services
Experience
Infusion Development 2011 - Present
UBS Investment Bank August 2010 - Present
UBS 2010 - Present
Excelsior Analytics January 2002 - August 2010
Skills
Dashboard, VBA, Financial Analysis, Trading, Microsoft Excel, SQL, Programming, Derivatives, Business Intelligence, Analytics, Access, Equities, VSTO, Visual Basic, Bloomberg, Business Analysis, Excel Pivot, C#, Equity Derivatives, Sybase
Education
Dartmouth College 1986 — 1990
B.A., Economics, with focus in Computer Science
Infusion Development 2011 - Present
UBS Investment Bank August 2010 - Present
UBS 2010 - Present
Excelsior Analytics January 2002 - August 2010
Skills
Dashboard, VBA, Financial Analysis, Trading, Microsoft Excel, SQL, Programming, Derivatives, Business Intelligence, Analytics, Access, Equities, VSTO, Visual Basic, Bloomberg, Business Analysis, Excel Pivot, C#, Equity Derivatives, Sybase
Education
Dartmouth College 1986 — 1990
B.A., Economics, with focus in Computer Science
Nitin Thakur's UBS Investment Bank Experience 2001 - 2008
Job Consultant
Industry Information Technology and Services
Experience
Innovapost September 2014 - August 2015
Scotiabank Global Banking and Markets June 2012 - September 2014
TSX Group May 2010 - June 2012
IBM Global Services July 2009 - May 2010
Sunlife Financial January 2008 - July 2009
UBS Investment Bank 2001 - 2008
Perot Systems 2002 - 2006
Microland 1999 - 2000
Skills
SDLC, Solaris, Business Analysis, Unix Shell Scripting, ITIL, Unix, Vendor Management, Disaster Recovery, AIX, Linux, Solution Architecture, Networking, Servers, Enterprise Architecture, System Administration, IT Strategy, SQL, IT Service Management, Integration, Software Project..., Shell Scripting, Virtualization, IT Management, Oracle, Red Hat Linux, Agile Methodologies, Systems Analysis, IT Operations, Security, Requirements Analysis, Data Center, High Availability
Education
ASN 2000 — 2006
Deshbandhu College 2000 — 2006
ASN 1986 — 2000
Delhi University 1993 — 1996
Innovapost September 2014 - August 2015
Scotiabank Global Banking and Markets June 2012 - September 2014
TSX Group May 2010 - June 2012
IBM Global Services July 2009 - May 2010
Sunlife Financial January 2008 - July 2009
UBS Investment Bank 2001 - 2008
Perot Systems 2002 - 2006
Microland 1999 - 2000
Skills
SDLC, Solaris, Business Analysis, Unix Shell Scripting, ITIL, Unix, Vendor Management, Disaster Recovery, AIX, Linux, Solution Architecture, Networking, Servers, Enterprise Architecture, System Administration, IT Strategy, SQL, IT Service Management, Integration, Software Project..., Shell Scripting, Virtualization, IT Management, Oracle, Red Hat Linux, Agile Methodologies, Systems Analysis, IT Operations, Security, Requirements Analysis, Data Center, High Availability
Education
ASN 2000 — 2006
Deshbandhu College 2000 — 2006
ASN 1986 — 2000
Delhi University 1993 — 1996
Alex Lovegrove Alex Lovegrove's UBS Investment Bank Experience March 2015 - Present
Job Community Affairs: Strategic Programmes and Partnerships Coordinator at UBS
Industry Public Relations and Communications
Experience
UBS Investment Bank March 2015 - Present
Really B2B September 2014 - March 2015
AstralPool UK May 2012 - August 2013
AstralPool UK April 2011 - September 2011
Sainsbury's July 2010 - September 2010
Skills
Marketing, Digital Marketing, Marketing Strategy, Branding & Identity, Market Research, Sales, Purchase Ledger, Customer Service, Microsoft Office, AS400 system, Photoshop, SPSS, Always Punctual, Outdoor Recreation, Guests, Always Willing to Learn, Warehousing
Education
University of Chester 2015 — 2016
Master's degree, Entrepreneurial Leadership in Global Business, Grade Pending
Coventry University 2010 — 2014
Bachelor of Arts with Honours (BA hons), Marketing, 1:1
Havant College 2008 — 2010
A Levels, Business Studies, Computing, Mathematics and Physics, Totaling 260 Ucas Points
Cams Hill School 2003 — 2008
GCSE's, Obtained A* to C in Mathematics, English and Science
UBS Investment Bank March 2015 - Present
Really B2B September 2014 - March 2015
AstralPool UK May 2012 - August 2013
AstralPool UK April 2011 - September 2011
Sainsbury's July 2010 - September 2010
Skills
Marketing, Digital Marketing, Marketing Strategy, Branding & Identity, Market Research, Sales, Purchase Ledger, Customer Service, Microsoft Office, AS400 system, Photoshop, SPSS, Always Punctual, Outdoor Recreation, Guests, Always Willing to Learn, Warehousing
Education
University of Chester 2015 — 2016
Master's degree, Entrepreneurial Leadership in Global Business, Grade Pending
Coventry University 2010 — 2014
Bachelor of Arts with Honours (BA hons), Marketing, 1:1
Havant College 2008 — 2010
A Levels, Business Studies, Computing, Mathematics and Physics, Totaling 260 Ucas Points
Cams Hill School 2003 — 2008
GCSE's, Obtained A* to C in Mathematics, English and Science
Laurie Gaulin Laurie Gaulin's UBS Investment Bank Experience August 2007 - April 2010
Job Talent Acquisition Consultant, Assistant Vice President at State Street Bank
Industry Financial Services
Experience
State Street August 2010 - Present
UBS Investment Bank August 2007 - April 2010
Skills
Recruiting, Employee Relations, New Hire Orientations, PeopleSoft, Onboarding, Process Improvement, Lean Fundamentals, Sourcing, Screening Resumes, Interview Skills..., Informational Interviews, Human Resources, Talent Management, Talent Acquisition, Time Management, College Recruiting, Interviews, Applicant Tracking..., Employee Benefits, Taleo, Succession Planning, Workforce Planning, Performance Management, Employer Branding, Financial Services, Vendor Management, Hiring, HR Policies, Screening, Graduate Recruitment, HR Consulting, Recruitment Advertising, Benefits Negotiation, Career Development, Employee Training, Temporary Placement, Compensation & Benefit, Temporary Staffing, Executive Search, Organizational...
Education
University of Cambridge 2007 — 2008
Certificate, International Business
Denison University 2003 — 2007
Bachelor of Arts, Economics and Communications
State Street August 2010 - Present
UBS Investment Bank August 2007 - April 2010
Skills
Recruiting, Employee Relations, New Hire Orientations, PeopleSoft, Onboarding, Process Improvement, Lean Fundamentals, Sourcing, Screening Resumes, Interview Skills..., Informational Interviews, Human Resources, Talent Management, Talent Acquisition, Time Management, College Recruiting, Interviews, Applicant Tracking..., Employee Benefits, Taleo, Succession Planning, Workforce Planning, Performance Management, Employer Branding, Financial Services, Vendor Management, Hiring, HR Policies, Screening, Graduate Recruitment, HR Consulting, Recruitment Advertising, Benefits Negotiation, Career Development, Employee Training, Temporary Placement, Compensation & Benefit, Temporary Staffing, Executive Search, Organizational...
Education
University of Cambridge 2007 — 2008
Certificate, International Business
Denison University 2003 — 2007
Bachelor of Arts, Economics and Communications
Arthur Ryan Gonzalez Arthur Ryan Gonzalez's UBS Investment Bank Experience November 2005 - June 2009
Job Account Manager, CH Robinson Worldwide
Industry Logistics and Supply Chain
Experience
C.H. Robinson February 2011 - Present
UBS Investment Bank November 2005 - June 2009
Cargill Investor Services, Inc. February 2001 - October 2005
Peace Corps September 1998 - December 2000
Bernardi Securities, Inc. December 1996 - July 1998
Skills
Logistics, Business Development, Customer Relations, Logistics Management, Strategic Customer..., Client Services, Supply Chain Management, Financial Services, Team Leadership, Analysis, Business Strategy, Microsoft Excel, PowerPoint, International...
Education
DePaul University 2010 — 2012
Master of Education (MEd), Secondary Education and Teaching
Tulane University 1992 — 1996
Bachelor's degree, Political Science-International Relations
C.H. Robinson February 2011 - Present
UBS Investment Bank November 2005 - June 2009
Cargill Investor Services, Inc. February 2001 - October 2005
Peace Corps September 1998 - December 2000
Bernardi Securities, Inc. December 1996 - July 1998
Skills
Logistics, Business Development, Customer Relations, Logistics Management, Strategic Customer..., Client Services, Supply Chain Management, Financial Services, Team Leadership, Analysis, Business Strategy, Microsoft Excel, PowerPoint, International...
Education
DePaul University 2010 — 2012
Master of Education (MEd), Secondary Education and Teaching
Tulane University 1992 — 1996
Bachelor's degree, Political Science-International Relations
Kwasi Kyei's UBS Investment Bank Experience July 2012 - July 2014
Job Associate, Corporate Development at The Advisory Board Company
Industry Hospital & Health Care
Experience
UBS Investment Bank July 2012 - July 2014
UBS Investment Bank June 2011 - August 2011
Accelerator - The Summer Business Institute June 2010 - July 2010
Skills
Investment Banking, Business Development, Entrepreneurship, Financial Modeling, Valuation, Financial Markets, Capital Markets, Fixed Income, Bloomberg, LBO, VBA, DCF, Corporate Finance, Private Equity, Economics
Education
Davidson College 2008 — 2012
Bachelor of Arts
UCL 2010 — 2010
Bachelor of Arts
Achimota School 2004 — 2007
Economics, Government
UBS Investment Bank July 2012 - July 2014
UBS Investment Bank June 2011 - August 2011
Accelerator - The Summer Business Institute June 2010 - July 2010
Skills
Investment Banking, Business Development, Entrepreneurship, Financial Modeling, Valuation, Financial Markets, Capital Markets, Fixed Income, Bloomberg, LBO, VBA, DCF, Corporate Finance, Private Equity, Economics
Education
Davidson College 2008 — 2012
Bachelor of Arts
UCL 2010 — 2010
Bachelor of Arts
Achimota School 2004 — 2007
Economics, Government
Daniyel Cohen Daniyel Cohen's UBS Investment Bank Experience July 2014 - December 2014
Job Associate at Winick Realty Group
Industry Commercial Real Estate
Experience
Winick Realty Group June 2015 - Present
UBS Investment Bank July 2014 - December 2014
Wellington Management June 2013 - December 2013
Gibson Sotheby's International Realty July 2012 - August 2013
Springs Orleans June 2011 - June 2012
Coyotes Ice Sports April 2008 - August 2009
Skills
Real Estate, Real Estate Transactions, Underwriting, CMBS, Financial Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Bloomberg, Finance, Negotiation, Customer Service, Condos, Sellers, Selling, Buyer Representation, Single Family Homes, Rentals, Investment Properties, Property Management, Relocation, First Time Home Buyers, Buyers, Referrals, Sales, Residential Homes, Bloomberg Terminal, MS Excel Pivot Tables, Microsoft SQL Server, Accounting, Leases, Apartments, Data Analysis, Lead Generation, Microsoft Office, Microsoft Word
Education
D'Amore-McKim School of Business at Northeastern University 2012 — 2015
Bachelor of Science in Business Administration, cum laude, Finance, Management
Pikes Peak Community College 2010 — 2012
Associate of Arts (A.A.), Business Transfer
Winick Realty Group June 2015 - Present
UBS Investment Bank July 2014 - December 2014
Wellington Management June 2013 - December 2013
Gibson Sotheby's International Realty July 2012 - August 2013
Springs Orleans June 2011 - June 2012
Coyotes Ice Sports April 2008 - August 2009
Skills
Real Estate, Real Estate Transactions, Underwriting, CMBS, Financial Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Bloomberg, Finance, Negotiation, Customer Service, Condos, Sellers, Selling, Buyer Representation, Single Family Homes, Rentals, Investment Properties, Property Management, Relocation, First Time Home Buyers, Buyers, Referrals, Sales, Residential Homes, Bloomberg Terminal, MS Excel Pivot Tables, Microsoft SQL Server, Accounting, Leases, Apartments, Data Analysis, Lead Generation, Microsoft Office, Microsoft Word
Education
D'Amore-McKim School of Business at Northeastern University 2012 — 2015
Bachelor of Science in Business Administration, cum laude, Finance, Management
Pikes Peak Community College 2010 — 2012
Associate of Arts (A.A.), Business Transfer
Amit Sheth Amit Sheth's UBS Investment Bank Experience January 2004 - March 2005
Job Software Deployment Manager at Insurance Auto Auctions
Industry Information Technology and Services
Experience
Insurance Auto Auctions September 2014 - Present
JP Morgan Chase November 2010 - August 2014
JP Morgan Chase August 2009 - November 2010
JP Morgan Chase August 2008 - August 2009
JP Morgan Chase March 2005 - August 2008
UBS Investment Bank January 2004 - March 2005
CoreComm January 2000 - December 2000
Skills
Software Configuration..., TFS, Powershell, Windows Server, IIS, Microsoft SQL Server, MSBuild, MSI, Jenkins, Hudson, WiX, Automation, Maven, NAnt, SDLC, Control-M, NDM, Incident Management, Databases, Disaster Recovery
Education
DePaul University 2005 — 2008
Masters, Business Information Technology
University of Illinois at Chicago 1999 — 2003
BS, Computer Engineering
Insurance Auto Auctions September 2014 - Present
JP Morgan Chase November 2010 - August 2014
JP Morgan Chase August 2009 - November 2010
JP Morgan Chase August 2008 - August 2009
JP Morgan Chase March 2005 - August 2008
UBS Investment Bank January 2004 - March 2005
CoreComm January 2000 - December 2000
Skills
Software Configuration..., TFS, Powershell, Windows Server, IIS, Microsoft SQL Server, MSBuild, MSI, Jenkins, Hudson, WiX, Automation, Maven, NAnt, SDLC, Control-M, NDM, Incident Management, Databases, Disaster Recovery
Education
DePaul University 2005 — 2008
Masters, Business Information Technology
University of Illinois at Chicago 1999 — 2003
BS, Computer Engineering
Lora Galvin's UBS Investment Bank Experience August 2013 - August 2014
Job Internal Auditor at State Street
Industry Financial Services
Experience
State Street May 2015 - Present
UBS Wealth Management October 2014 - May 2015
UBS Investment Bank August 2013 - August 2014
BNY Mellon October 2008 - August 2013
Skills
Accounting, Bloomberg, Financial Analysis, Hedge Funds, Valuation, Corporate Finance, Financial Statements
Education
St Mary's University Twickenham 2013 — 2014
Post graduate certificate in International Business, International/Global Studies
Suffolk University 2006 — 2008
Bachelors of Science in Business Administration (BSBA), Accounting
Curry College 2004 — 2005
State Street May 2015 - Present
UBS Wealth Management October 2014 - May 2015
UBS Investment Bank August 2013 - August 2014
BNY Mellon October 2008 - August 2013
Skills
Accounting, Bloomberg, Financial Analysis, Hedge Funds, Valuation, Corporate Finance, Financial Statements
Education
St Mary's University Twickenham 2013 — 2014
Post graduate certificate in International Business, International/Global Studies
Suffolk University 2006 — 2008
Bachelors of Science in Business Administration (BSBA), Accounting
Curry College 2004 — 2005
Thomas Cheung Thomas Cheung's UBS Investment Bank Experience June 2004 - August 2004
Job Vice President at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2008 - Present
Credit Suisse July 2005 - July 2008
UBS Investment Bank June 2004 - August 2004
Davis Polk & Wardwell September 2003 - April 2004
Skills
Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Leveraged Finance, Mergers, Mergers, Project Finance, Real Estate, Valuation, Corporate Finance, Investments, Mergers & Acquisitions
Education
Dartmouth College 2001 — 2005
Bachelor of Arts (B.A.), Economics
Credit Suisse July 2008 - Present
Credit Suisse July 2005 - July 2008
UBS Investment Bank June 2004 - August 2004
Davis Polk & Wardwell September 2003 - April 2004
Skills
Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Leveraged Finance, Mergers, Mergers, Project Finance, Real Estate, Valuation, Corporate Finance, Investments, Mergers & Acquisitions
Education
Dartmouth College 2001 — 2005
Bachelor of Arts (B.A.), Economics
Dang Pham Dang Pham's UBS Investment Bank Experience July 2014 - Present
Job Investment Banking Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2014 - Present
Sai Gon Securities Inc June 2013 - August 2013
Vietinbank June 2012 - August 2012
Skills
Finance, Microsoft Excel, Financial Modeling, Analysis, Valuation
Education
Minnesota State University, Moorhead 2011 — 2014
Bachelor's Degree, Finance
Dallas Baptist University 2010 — 2011
Hanoi Amsterdam High School for the Gifted 2007 — 2010
High School, French
UBS Investment Bank July 2014 - Present
Sai Gon Securities Inc June 2013 - August 2013
Vietinbank June 2012 - August 2012
Skills
Finance, Microsoft Excel, Financial Modeling, Analysis, Valuation
Education
Minnesota State University, Moorhead 2011 — 2014
Bachelor's Degree, Finance
Dallas Baptist University 2010 — 2011
Hanoi Amsterdam High School for the Gifted 2007 — 2010
High School, French
Macrae Gould Macrae Gould's UBS Investment Bank Experience July 2012 - August 2013
Job Analyst at Fairmont Consulting Group
Industry Management Consulting
Experience
Fairmont Consulting Group March 2015 - Present
US Navy February 2014 - February 2015
UBS Investment Bank July 2012 - August 2013
UBS Investment Bank June 2011 - August 2011
Skills
Valuation, Financial Modeling, Financial Analysis, Bloomberg, Investment Banking, Microsoft Excel, Leadership, PowerPoint
Education
Wake Forest University 2008 — 2012
Bachelor of Science (B.S.), Finance
Deerfield Academy 2004 — 2008
Fairmont Consulting Group March 2015 - Present
US Navy February 2014 - February 2015
UBS Investment Bank July 2012 - August 2013
UBS Investment Bank June 2011 - August 2011
Skills
Valuation, Financial Modeling, Financial Analysis, Bloomberg, Investment Banking, Microsoft Excel, Leadership, PowerPoint
Education
Wake Forest University 2008 — 2012
Bachelor of Science (B.S.), Finance
Deerfield Academy 2004 — 2008
Christina Hummel Christina Hummel's UBS Investment Bank Experience August 2012 - August 2013
Job EUA Governance Analyst at UBS
Industry Investment Banking
Experience
UBS August 2013 - Present
UBS Investment Bank August 2012 - August 2013
Hillstone Restaurant Group July 2010 - May 2012
Grand Lux Cafe January 2008 - December 2009
Skills
Investment Banking, Financial Reporting, Internal Controls, Accounting, Access
Education
DePaul University 2007 — 2011
Bachelor of Science (BSc), Economics
UBS August 2013 - Present
UBS Investment Bank August 2012 - August 2013
Hillstone Restaurant Group July 2010 - May 2012
Grand Lux Cafe January 2008 - December 2009
Skills
Investment Banking, Financial Reporting, Internal Controls, Accounting, Access
Education
DePaul University 2007 — 2011
Bachelor of Science (BSc), Economics
James McConnel James McConnel's UBS Investment Bank Experience 2003 - 2006
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Chatham Financial 2006 - 2015
UBS Investment Bank 2003 - 2006
ASCOA 1999 - 2001
J.P. Morgan 1997 - 1999
Citi 1996 - 1997
Skills
Risk Management, Financial Analysis, Financial Modeling, Finance, Investments, Analysis, Customer Service, Management, Due Diligence, Mergers & Acquisitions, Corporate Finance
Education
University of Virginia Darden School of Business 2001 — 2003
Master of Business Administration (M.B.A.)
Davidson College 1992 — 1996
Bachelor's Degree
Groton School 1988 — 1992
High School
Shady Side Academy
Chatham Financial 2006 - 2015
UBS Investment Bank 2003 - 2006
ASCOA 1999 - 2001
J.P. Morgan 1997 - 1999
Citi 1996 - 1997
Skills
Risk Management, Financial Analysis, Financial Modeling, Finance, Investments, Analysis, Customer Service, Management, Due Diligence, Mergers & Acquisitions, Corporate Finance
Education
University of Virginia Darden School of Business 2001 — 2003
Master of Business Administration (M.B.A.)
Davidson College 1992 — 1996
Bachelor's Degree
Groton School 1988 — 1992
High School
Shady Side Academy
Daniel Montes de Oca, CFA Daniel Montes de Oca, CFA's UBS Investment Bank Experience June 2008 - August 2008
Job Supply Trader at Puma Energy (Trafigura)
Industry International Trade and Development
Experience
Puma Energy February 2014 - December 2014
Louis Dreyfus Commodities June 2013 - December 2013
Louis Dreyfus Commodities June 2009 - June 2013
UBS Investment Bank June 2008 - August 2008
United States Consular Services July 2007 - September 2007
Skills
Trading, Financial Analysis, Negotiation, Management, Economics, Business Strategy
Education
Dartmouth College 2005 — 2009
B.A, Economics and Geography
Puma Energy February 2014 - December 2014
Louis Dreyfus Commodities June 2013 - December 2013
Louis Dreyfus Commodities June 2009 - June 2013
UBS Investment Bank June 2008 - August 2008
United States Consular Services July 2007 - September 2007
Skills
Trading, Financial Analysis, Negotiation, Management, Economics, Business Strategy
Education
Dartmouth College 2005 — 2009
B.A, Economics and Geography
Jay De Castro Jay De Castro's UBS Investment Bank Experience July 2003 - November 2007
Job Lead QA Analyst at OCC
Industry Financial Services
Experience
IntercontinentalExchange, Inc. February 2014 - March 2015
BCU / Olenick & Associates June 2013 - November 2013
CME Group January 2008 - June 2013
UBS Investment Bank July 2003 - November 2007
Tellabs, Inc September 2000 - April 2003
Skills
SDLC, Agile Methodologies, Quality Assurance, Waterfall, Test Planning, User Acceptance Testing, Software Quality..., Testing, Java, Software Development, Unix, Process Improvement, Regression Testing, Integration, Test Cases, Manual Testing, Test Strategy, Web Applications, Business Requirements, Defect Tracking, Quality Center, Databases, Test Automation, System Testing, Functional Testing, Visual Studio, JIRA, SQL, Requirements Analysis, Management, Requirements Gathering, HP Quality Center, QA Automation
Education
Lake Forest Graduate School of Management 2005 — 2007
MBA, International Management
DePaul University 2002 — 2003
Human Computer Interaction
DeVry University
BS, Telecommunication Management
Moraine Valley Community College
Certificate in Network Engineering, System, Networking, and LAN/WAN Management/Manager
IntercontinentalExchange, Inc. February 2014 - March 2015
BCU / Olenick & Associates June 2013 - November 2013
CME Group January 2008 - June 2013
UBS Investment Bank July 2003 - November 2007
Tellabs, Inc September 2000 - April 2003
Skills
SDLC, Agile Methodologies, Quality Assurance, Waterfall, Test Planning, User Acceptance Testing, Software Quality..., Testing, Java, Software Development, Unix, Process Improvement, Regression Testing, Integration, Test Cases, Manual Testing, Test Strategy, Web Applications, Business Requirements, Defect Tracking, Quality Center, Databases, Test Automation, System Testing, Functional Testing, Visual Studio, JIRA, SQL, Requirements Analysis, Management, Requirements Gathering, HP Quality Center, QA Automation
Education
Lake Forest Graduate School of Management 2005 — 2007
MBA, International Management
DePaul University 2002 — 2003
Human Computer Interaction
DeVry University
BS, Telecommunication Management
Moraine Valley Community College
Certificate in Network Engineering, System, Networking, and LAN/WAN Management/Manager
Bryan Korngut Bryan Korngut's UBS Investment Bank Experience June 2010 - March 2012
Job Partner and Director at Orox Capital Management, LLC
Industry Investment Management
Experience
Orox Capital Management, LLC November 2012 - Present
Courage Capital Management March 2012 - November 2012
UBS Investment Bank June 2010 - March 2012
Morgan Stanley July 2009 - June 2010
Highland Capital Management, L.P. July 2007 - July 2009
Falcon Fund January 2006 - July 2007
UBS Investment Bank July 2004 - December 2005
Skills
Distressed Debt, Private Equity, Hedge Funds, Investment Banking, Corporate Finance, Credit, Equities, Financial Modeling, Portfolio Management, Valuation, Mergers, Alternative Investments, Financial Analysis
Education
The University of Texas at Dallas 2001 — 2004
Bachelor of Science (B.S.)
Davidson College 2000 — 2001
Orox Capital Management, LLC November 2012 - Present
Courage Capital Management March 2012 - November 2012
UBS Investment Bank June 2010 - March 2012
Morgan Stanley July 2009 - June 2010
Highland Capital Management, L.P. July 2007 - July 2009
Falcon Fund January 2006 - July 2007
UBS Investment Bank July 2004 - December 2005
Skills
Distressed Debt, Private Equity, Hedge Funds, Investment Banking, Corporate Finance, Credit, Equities, Financial Modeling, Portfolio Management, Valuation, Mergers, Alternative Investments, Financial Analysis
Education
The University of Texas at Dallas 2001 — 2004
Bachelor of Science (B.S.)
Davidson College 2000 — 2001
Megan Bassett Silvia's UBS Investment Bank Experience August 2001 - July 2007
Job Head of Central Compliance at RBS Markets and International Banking
Industry Financial Services
Experience
RBS Markets and International Banking January 2014 - Present
GE Capital October 2011 - January 2014
Louis Dreyfus Highbridge Energy April 2010 - September 2011
UBS Investment Bank August 2001 - July 2007
The Hartford October 2000 - August 2001
Travelers November 1992 - September 2000
Skills
Securities, Securities Regulation, AML, Capital Markets, Hedge Funds, Financial Regulation, FINRA, Derivatives, Policy, Financial Services, Equities, Fixed Income, Private Equity, Corporate Law, Fraud, Legal Compliance, Asset Management, Management
Education
The University of Connecticut School of Law 1998 — 1999
Law
University of Baltimore School of Law 1995 — 1999
Juris Doctorate
Denison University 1988 — 1992
BA, English and Political Science
Greenwich High School 1985 — 1988
RBS Markets and International Banking January 2014 - Present
GE Capital October 2011 - January 2014
Louis Dreyfus Highbridge Energy April 2010 - September 2011
UBS Investment Bank August 2001 - July 2007
The Hartford October 2000 - August 2001
Travelers November 1992 - September 2000
Skills
Securities, Securities Regulation, AML, Capital Markets, Hedge Funds, Financial Regulation, FINRA, Derivatives, Policy, Financial Services, Equities, Fixed Income, Private Equity, Corporate Law, Fraud, Legal Compliance, Asset Management, Management
Education
The University of Connecticut School of Law 1998 — 1999
Law
University of Baltimore School of Law 1995 — 1999
Juris Doctorate
Denison University 1988 — 1992
BA, English and Political Science
Greenwich High School 1985 — 1988
John Paul (J.P.) Encarnacion John Paul (J.P.) Encarnacion's UBS Investment Bank Experience January 2003 - June 2003
Job Financial Planner at MasterCard Worldwide
Industry Financial Services
Experience
MasterCard Worldwide 2011 - Present
MasterCard June 2007 - October 2011
Golden Enterprises June 2005 - June 2011
MasterCard May 2006 - June 2007
MasterCard September 2004 - May 2006
MasterCard March 2004 - August 2004
UBS Investment Bank January 2003 - June 2003
Skills
Access
Education
D'Amore-McKim School of Business at Northeastern University 2015 — 2017
Master of Business Administration (MBA)
Sacred Heart University 1998 — 2002
Bachelor of Science, Information Technology
Greenwich High School
The University of Connecticut
MasterCard Worldwide 2011 - Present
MasterCard June 2007 - October 2011
Golden Enterprises June 2005 - June 2011
MasterCard May 2006 - June 2007
MasterCard September 2004 - May 2006
MasterCard March 2004 - August 2004
UBS Investment Bank January 2003 - June 2003
Skills
Access
Education
D'Amore-McKim School of Business at Northeastern University 2015 — 2017
Master of Business Administration (MBA)
Sacred Heart University 1998 — 2002
Bachelor of Science, Information Technology
Greenwich High School
The University of Connecticut
Ed DeMatta Ed DeMatta's UBS Investment Bank Experience September 2012 - Present
Job Associate Director, FXMM Operations IT UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank September 2012 - Present
UBS Investment Bank December 2000 - September 2012
Skills
Agile Methodologies, SDLC, Scrum, DB2, JIRA, FX Options, Trading Systems, Trading, Java, WebSphere Application..., WebSphere MQ, J2EE Application..., COBOL, CICS, IMS DB/DC, JavaScript, XML, HTML, CSS, JSP, Servlets, Eclipse, Python, Software Project..., Java Enterprise Edition
Education
De La Salle University
Bachelor of Science (B.S.), Computer Science
UBS Investment Bank September 2012 - Present
UBS Investment Bank December 2000 - September 2012
Skills
Agile Methodologies, SDLC, Scrum, DB2, JIRA, FX Options, Trading Systems, Trading, Java, WebSphere Application..., WebSphere MQ, J2EE Application..., COBOL, CICS, IMS DB/DC, JavaScript, XML, HTML, CSS, JSP, Servlets, Eclipse, Python, Software Project..., Java Enterprise Edition
Education
De La Salle University
Bachelor of Science (B.S.), Computer Science
Erik Christensen Erik Christensen's UBS Investment Bank Experience 2006 - 2006
Job Attorney
Industry Law Practice
Experience
Alvarez, Arrieta & Diaz-Silveira LLP December 2012 - April 2014
Democratic Party of Florida (Organizing for America - Florida) August 2012 - November 2012
Sullivan & Cromwell LLP November 2008 - August 2012
UBS Investment Bank 2006 - 2006
National Basketball Association 2002 - 2005
Allen and Overy 2000 - 2000
Bronx Borough President - Fernando Ferrer 1999 - 1999
New York City Council 1992 - 1995
Education
Stanford Law School 2005 — 2008
Doctor of Law (JD)
Dartmouth College 1998 — 2002
BS, Russian Language and Literature
Grace Church School
Kent School
Stuyvesant High School
Alvarez, Arrieta & Diaz-Silveira LLP December 2012 - April 2014
Democratic Party of Florida (Organizing for America - Florida) August 2012 - November 2012
Sullivan & Cromwell LLP November 2008 - August 2012
UBS Investment Bank 2006 - 2006
National Basketball Association 2002 - 2005
Allen and Overy 2000 - 2000
Bronx Borough President - Fernando Ferrer 1999 - 1999
New York City Council 1992 - 1995
Education
Stanford Law School 2005 — 2008
Doctor of Law (JD)
Dartmouth College 1998 — 2002
BS, Russian Language and Literature
Grace Church School
Kent School
Stuyvesant High School
Alex Fitch Alex Fitch's UBS Investment Bank Experience July 2010 - August 2011
Job Research Analyst at Harris Associates L.P.
Industry Investment Management
Experience
Harris Associates L.P. June 2013 - Present
Harris Associates L.P. September 2011 - June 2013
UBS Investment Bank July 2010 - August 2011
Morgan Stanley Smith Barney May 2009 - August 2009
Eli Lilly and Company February 2009 - May 2009
Wachovia, A Wells Fargo Company May 2008 - August 2008
Skills
Microsoft Word
Education
DePauw University 2006 — 2010
B.A., Economics, Mathematics
Harris Associates L.P. June 2013 - Present
Harris Associates L.P. September 2011 - June 2013
UBS Investment Bank July 2010 - August 2011
Morgan Stanley Smith Barney May 2009 - August 2009
Eli Lilly and Company February 2009 - May 2009
Wachovia, A Wells Fargo Company May 2008 - August 2008
Skills
Microsoft Word
Education
DePauw University 2006 — 2010
B.A., Economics, Mathematics
Joseph Chouai Joseph Chouai's UBS Investment Bank Experience October 2010 - October 2012
Job Senior Associate Advisory
Industry Management Consulting
Experience
KPMG September 2013 - Present
UBS Wealth Management April 2013 - August 2013
FDM Group October 2010 - August 2013
UBS Investment Bank October 2010 - October 2012
FDM Group November 2009 - October 2010
FDM Group January 2009 - November 2009
Michael Page December 2007 - September 2008
American Express Bank July 2005 - August 2005
Skills
Project Delivery, Training Delivery, Sales Management, Business Analysis, IT Strategy, Change Management, Technology Integration, Project Planning, Process Development, New Business Development, Organizational Change, Organizational Analysis, Organizational..., Internal Communications, Communications Planning, Project Documentation, Training Documentation, Process Improvement, Change Communication, User Acceptance Testing, SharePoint, Project Management, Organizational..., IT Project & Program..., PMO Development, Management, Training, Recruiting, Information Technology, Data Analysis, PMO, Strategy, Management Consulting, Financial Services, Business Process...
Education
Denison University 2002 — 2006
BA, Economics, Communications, Organizational Studies
Saint James School 1999 — 2002
KPMG September 2013 - Present
UBS Wealth Management April 2013 - August 2013
FDM Group October 2010 - August 2013
UBS Investment Bank October 2010 - October 2012
FDM Group November 2009 - October 2010
FDM Group January 2009 - November 2009
Michael Page December 2007 - September 2008
American Express Bank July 2005 - August 2005
Skills
Project Delivery, Training Delivery, Sales Management, Business Analysis, IT Strategy, Change Management, Technology Integration, Project Planning, Process Development, New Business Development, Organizational Change, Organizational Analysis, Organizational..., Internal Communications, Communications Planning, Project Documentation, Training Documentation, Process Improvement, Change Communication, User Acceptance Testing, SharePoint, Project Management, Organizational..., IT Project & Program..., PMO Development, Management, Training, Recruiting, Information Technology, Data Analysis, PMO, Strategy, Management Consulting, Financial Services, Business Process...
Education
Denison University 2002 — 2006
BA, Economics, Communications, Organizational Studies
Saint James School 1999 — 2002
Glynnis Kearney Glynnis Kearney's UBS Investment Bank Experience September 2010 - December 2010
Job Product Manager at Jana
Industry Computer Software
Experience
Jana July 2015 - Present
Project GRAD USA July 2014 - July 2015
McKinsey & Co. August 2012 - July 2014
UBS Investment Bank September 2010 - December 2010
Goldman Sachs April 2010 - April 2010
Skills
Matlab, Stata, Python, Java, Economics, Data Analysis, Strategic Planning, Statistics, Nonprofits, Financial Modeling, Program Management, Microsoft Excel, PowerPoint, Strategy
Education
Dartmouth College 2008 — 2012
Bachelor of Arts (BA), Mathematics and Economics, minor in Studio Art, 4.0/4.0
Jana July 2015 - Present
Project GRAD USA July 2014 - July 2015
McKinsey & Co. August 2012 - July 2014
UBS Investment Bank September 2010 - December 2010
Goldman Sachs April 2010 - April 2010
Skills
Matlab, Stata, Python, Java, Economics, Data Analysis, Strategic Planning, Statistics, Nonprofits, Financial Modeling, Program Management, Microsoft Excel, PowerPoint, Strategy
Education
Dartmouth College 2008 — 2012
Bachelor of Arts (BA), Mathematics and Economics, minor in Studio Art, 4.0/4.0
Page Wagley Page Wagley's UBS Investment Bank Experience June 2015 - August 2015
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
UBS Investment Bank June 2015 - August 2015
JMI Equity July 2011 - June 2014
William Blair and Company June 2009 - June 2011
Citi January 2008 - April 2008
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
Dartmouth College 2005 — 2009
BA, Economics, Art History
UBS Investment Bank June 2015 - August 2015
JMI Equity July 2011 - June 2014
William Blair and Company June 2009 - June 2011
Citi January 2008 - April 2008
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
Dartmouth College 2005 — 2009
BA, Economics, Art History
Ed Freidheim Ed Freidheim's UBS Investment Bank Experience March 2005 - June 2007
Job Vice President at Cougle Commission Company
Industry Food Production
Experience
Cougle Commission Company August 2009 - Present
Banc of America Securities June 2008 - August 2008
UBS Investment Bank March 2005 - June 2007
UBS Investment Bank July 2002 - February 2005
Skills
Valuation, Financial Modeling, Investment Banking, Fixed Income, Equities, Due Diligence, Capital Markets, Corporate Finance, Bloomberg, Corporate Development, Financial Analysis, Derivatives
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Finance, Accounting, Management & Strategy, Management & Organizations
Dartmouth College 1998 — 2002
AB, History
The Latin School of Chicago 1984 — 1998
Cougle Commission Company August 2009 - Present
Banc of America Securities June 2008 - August 2008
UBS Investment Bank March 2005 - June 2007
UBS Investment Bank July 2002 - February 2005
Skills
Valuation, Financial Modeling, Investment Banking, Fixed Income, Equities, Due Diligence, Capital Markets, Corporate Finance, Bloomberg, Corporate Development, Financial Analysis, Derivatives
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Finance, Accounting, Management & Strategy, Management & Organizations
Dartmouth College 1998 — 2002
AB, History
The Latin School of Chicago 1984 — 1998
John Shafaee's UBS Investment Bank Experience 2006 - Present
Job Manager of Software Development, Senior Software Architect in Enterprise, Distributed and Parallel Applications
Industry Computer Software
Experience
UBS AG August 2007 - Present
UBS Investment Bank 2006 - Present
Medtelligent Inc. 2010 - 2013
Hostway Corp. 2004 - July 2007
Hostway Corp. 2002 - 2004
Hostway Corp. 1999 - 2002
Education
DePaul University 2006 — 2008
MS, Software Engineering with focus on Distributed Computing
Loyola University Chicago 1995 — 1999
UBS AG August 2007 - Present
UBS Investment Bank 2006 - Present
Medtelligent Inc. 2010 - 2013
Hostway Corp. 2004 - July 2007
Hostway Corp. 2002 - 2004
Hostway Corp. 1999 - 2002
Education
DePaul University 2006 — 2008
MS, Software Engineering with focus on Distributed Computing
Loyola University Chicago 1995 — 1999
Jack Wehner's UBS Investment Bank Experience 1988 - 1989
Job Real Estate Broker
Industry Real Estate
Experience
@properties 2013 - Present
Wehner & Company LLC 2006 - 2013
Renewable Finance Group, LLC 2008 - 2012
BTMU Capital Corporation 2003 - 2006
CIT 1992 - 2003
The Transportation Group (Paine Webber Affiliate) 1988 - 1992
UBS Investment Bank 1988 - 1989
J.P. Morgan 1984 - 1988
Bank of America 1981 - 1984
Bank of America 1980 - 1981
Education
University of Chicago 1978 — 1980
MBA, Finance & Marketing
Dartmouth College 1970 — 1974
AB, Economics
@properties 2013 - Present
Wehner & Company LLC 2006 - 2013
Renewable Finance Group, LLC 2008 - 2012
BTMU Capital Corporation 2003 - 2006
CIT 1992 - 2003
The Transportation Group (Paine Webber Affiliate) 1988 - 1992
UBS Investment Bank 1988 - 1989
J.P. Morgan 1984 - 1988
Bank of America 1981 - 1984
Bank of America 1980 - 1981
Education
University of Chicago 1978 — 1980
MBA, Finance & Marketing
Dartmouth College 1970 — 1974
AB, Economics
Pawan Agnihotri's UBS Investment Bank Experience May 2008 - June 2010
Job Solutions Architect at Amazon Web Services
Industry Information Technology and Services
Experience
Amazon Web Services June 2013 - Present
SunGard Availability Services March 2012 - May 2013
Bank of America Merrill Lynch June 2010 - January 2012
UBS Investment Bank May 2008 - June 2010
JRI America March 2003 - July 2005
SMBC 2003 - 2005
IBM 1998 - 2003
Skills
SDLC, Cloud Computing, Disaster Recovery, Enterprise Architecture, Unix
Education
Penn State University 1996 — 1998
MS, Computer Science
Drexel University 1995 — 1996
Master of Science (MS), Computer Science
Delhi College of Engineering 1991 — 1996
B.E., Electronics and Communication Engg.
Delhi Public School - R. K. Puram 1982 — 1990
High School
Amazon Web Services June 2013 - Present
SunGard Availability Services March 2012 - May 2013
Bank of America Merrill Lynch June 2010 - January 2012
UBS Investment Bank May 2008 - June 2010
JRI America March 2003 - July 2005
SMBC 2003 - 2005
IBM 1998 - 2003
Skills
SDLC, Cloud Computing, Disaster Recovery, Enterprise Architecture, Unix
Education
Penn State University 1996 — 1998
MS, Computer Science
Drexel University 1995 — 1996
Master of Science (MS), Computer Science
Delhi College of Engineering 1991 — 1996
B.E., Electronics and Communication Engg.
Delhi Public School - R. K. Puram 1982 — 1990
High School
Nakisa Boyd's UBS Investment Bank Experience July 2007 - November 2007
Job Administrative Specialist
Industry Pharmaceuticals
Experience
Badiri Associates January 2015 - Present
ACRC May 2012 - August 2013
Pacific Gas and Electric Company March 2011 - April 2012
Private Professionals January 2009 - February 2011
Schering Plough - Biopharma January 2008 - December 2008
Pacific Gas and Electric Company October 2006 - December 2007
UBS Investment Bank July 2007 - November 2007
Boston Scientific July 2006 - October 2006
Bayer HealthCare April 2006 - June 2006
Stanford Linear Accelerator September 2005 - March 2006
Skills
Vendor, Projects, Creative Writing, Technical Writing, Photoshop, PowerPoint, Problem Solving, Microsoft Word, QuickBooks, Microsoft Excel, Expenses, Visio, Proofreading, Coordinating Events, Customer Service, Strategic Planning, Project Management, Training, Interviews, Marketing, Administrative...
Education
Santa Clara University 1992 — 1996
Bachelor of Arts (BA), English
De Anza College 1989 — 1991
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Badiri Associates January 2015 - Present
ACRC May 2012 - August 2013
Pacific Gas and Electric Company March 2011 - April 2012
Private Professionals January 2009 - February 2011
Schering Plough - Biopharma January 2008 - December 2008
Pacific Gas and Electric Company October 2006 - December 2007
UBS Investment Bank July 2007 - November 2007
Boston Scientific July 2006 - October 2006
Bayer HealthCare April 2006 - June 2006
Stanford Linear Accelerator September 2005 - March 2006
Skills
Vendor, Projects, Creative Writing, Technical Writing, Photoshop, PowerPoint, Problem Solving, Microsoft Word, QuickBooks, Microsoft Excel, Expenses, Visio, Proofreading, Coordinating Events, Customer Service, Strategic Planning, Project Management, Training, Interviews, Marketing, Administrative...
Education
Santa Clara University 1992 — 1996
Bachelor of Arts (BA), English
De Anza College 1989 — 1991
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Vikas Khanna's UBS Investment Bank Experience June 2001 - September 2012
Job Vice President, IT, Global Clearing Bank
Industry Investment Banking
Experience
Global clearing bank July 2013 - Present
Northern Trust October 2012 - July 2013
UBS Investment Bank June 2001 - September 2012
Polaris Software June 2001 - February 2010
Polaris Financial Technology Limited August 1996 - May 2001
Skills
Fixed Income, Interest Rate..., Dodd-Frank, Electronic Trading, SDLC, Agile Methodologies, Investment Banking, PMP, Trading, Project Management, Quality Assurance, Credit Derivatives, Trading Systems, Management, Derivatives, Middle Office, Equity Derivatives, FX Options, Swaps
Education
HP University 1993 — 1996
Master of Computer Applications (MCA)
Delhi University 1989 — 1992
Bachelor of Science (B.Sc.), Mathematics
Global clearing bank July 2013 - Present
Northern Trust October 2012 - July 2013
UBS Investment Bank June 2001 - September 2012
Polaris Software June 2001 - February 2010
Polaris Financial Technology Limited August 1996 - May 2001
Skills
Fixed Income, Interest Rate..., Dodd-Frank, Electronic Trading, SDLC, Agile Methodologies, Investment Banking, PMP, Trading, Project Management, Quality Assurance, Credit Derivatives, Trading Systems, Management, Derivatives, Middle Office, Equity Derivatives, FX Options, Swaps
Education
HP University 1993 — 1996
Master of Computer Applications (MCA)
Delhi University 1989 — 1992
Bachelor of Science (B.Sc.), Mathematics
Kim Anstatt's UBS Investment Bank Experience 1993 - 1995
Job Independent
Industry Fine Art
Experience
Room to Read March 2009 - Present
Montgoemry Securities 1995 - 1997
UBS Investment Bank 1993 - 1995
Hambrecht and Quist 1991 - 1993
Education
San Francisco Art Institute 1997 — 2000
BFA, Grad, Painting
Dartmouth College 1987 — 1991
BA, Art History
Room to Read March 2009 - Present
Montgoemry Securities 1995 - 1997
UBS Investment Bank 1993 - 1995
Hambrecht and Quist 1991 - 1993
Education
San Francisco Art Institute 1997 — 2000
BFA, Grad, Painting
Dartmouth College 1987 — 1991
BA, Art History
Teresa Payne-Neal's UBS Investment Bank Experience March 1996 - Present
Job Business Analyst at UBS
Industry Financial Services
Experience
UBS investment Bank March 1996 - Present
Perot Systems March 1996 - December 2006
Illinois Institute of Technology March 1994 - March 1996
Education
University of Illinois at Chicago 1989 — 1994
DePaul University 1987 — 1989
Economics
UBS investment Bank March 1996 - Present
Perot Systems March 1996 - December 2006
Illinois Institute of Technology March 1994 - March 1996
Education
University of Illinois at Chicago 1989 — 1994
DePaul University 1987 — 1989
Economics
Shalini Mahajan's UBS Investment Bank Experience August 2002 - October 2008
Job Managing Director at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings July 2009 - Present
UBS Investment Bank August 2002 - October 2008
Principal Financial Group December 1995 - June 2000
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA
Indian Institute of Management, Calcutta 1992 — 1994
PGDM
Delhi College of Engineering 1987 — 1991
B.E.
Fitch Ratings July 2009 - Present
UBS Investment Bank August 2002 - October 2008
Principal Financial Group December 1995 - June 2000
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA
Indian Institute of Management, Calcutta 1992 — 1994
PGDM
Delhi College of Engineering 1987 — 1991
B.E.
Sailoz Sikka's UBS Investment Bank Experience 1999 - 2006
Job Principal at Sound Harbor Partners
Industry Financial Services
Experience
Sound Harbor Partners January 2013 - Present
Aladdin Capital July 2006 - December 2012
UBS Investment Bank 1999 - 2006
Skills
High Yield, Fixed Income, Credit Derivatives, Trading, Asset Management, Capital Markets, Bonds, Hedge Funds, CDO, Structured Products, Equities, Investment Banking, Bloomberg
Education
Delhi University
BS, Accounting & Economics
Sound Harbor Partners January 2013 - Present
Aladdin Capital July 2006 - December 2012
UBS Investment Bank 1999 - 2006
Skills
High Yield, Fixed Income, Credit Derivatives, Trading, Asset Management, Capital Markets, Bonds, Hedge Funds, CDO, Structured Products, Equities, Investment Banking, Bloomberg
Education
Delhi University
BS, Accounting & Economics
Denise Holman's UBS Investment Bank Experience July 1994 - January 1998
Job Middle Office Supervisor
Industry Financial Services
Experience
Ariel Investments October 2014 - Present
UBS Global Asset Management August 1999 - Present
UBS Global Asset Management 1998 - 2010
Bank of America January 1998 - August 1999
UBS Investment Bank July 1994 - January 1998
Skills
Equities, Mutual Funds, Hedge Funds, Portfolio Management, Equity Trading, Trading, Asset Management, Accounting, Bloomberg, Alternative Investments, Investments, Fixed Income, Account Reconciliation, Bonds, Derivatives, Asset Managment
Education
DePaul University
Ariel Investments October 2014 - Present
UBS Global Asset Management August 1999 - Present
UBS Global Asset Management 1998 - 2010
Bank of America January 1998 - August 1999
UBS Investment Bank July 1994 - January 1998
Skills
Equities, Mutual Funds, Hedge Funds, Portfolio Management, Equity Trading, Trading, Asset Management, Accounting, Bloomberg, Alternative Investments, Investments, Fixed Income, Account Reconciliation, Bonds, Derivatives, Asset Managment
Education
DePaul University
Tony DelCarmine's UBS Investment Bank Experience May 1997 - August 2007
Job Director at CastleOak Securities, L.P
Industry Financial Services
Experience
CastleOak Securities, L.P. June 2015 - Present
Fidelity Capital Markets June 2009 - December 2014
Thomas Weisel Partners July 2007 - February 2009
UBS Investment Bank May 1997 - August 2007
UBS 1997 - August 2007
Skills
Program Trading, Equity Trading, Hedge Funds, Series 7, Trading, Bloomberg, Electronic Trading, Capital Markets, Options, Risk Management, Securities, Equities, Credit Derivatives, Equity Derivatives, Derivatives, Trading Systems, Trading Strategies, Financial Markets, Fixed Income, Series 63
Education
Dartmouth College 1990 — 1994
Political Science
GCDS
CastleOak Securities, L.P. June 2015 - Present
Fidelity Capital Markets June 2009 - December 2014
Thomas Weisel Partners July 2007 - February 2009
UBS Investment Bank May 1997 - August 2007
UBS 1997 - August 2007
Skills
Program Trading, Equity Trading, Hedge Funds, Series 7, Trading, Bloomberg, Electronic Trading, Capital Markets, Options, Risk Management, Securities, Equities, Credit Derivatives, Equity Derivatives, Derivatives, Trading Systems, Trading Strategies, Financial Markets, Fixed Income, Series 63
Education
Dartmouth College 1990 — 1994
Political Science
GCDS
Alison Mason's UBS Investment Bank Experience 2006 - 2008
Job Executive Vice President/CFO at Amur Finance Company, Inc.
Industry Financial Services
Experience
Amur Capital Management August 2012 - Present
Aerofin Advisors LLC June 2008 - August 2012
UBS Investment Bank 2006 - 2008
Willis Lease Finance Corporation November 2000 - February 2006
Union Bank of California 1992 - 2000
Skills
Structured Finance, Aviation, Financial Modeling, Airlines, Aircraft Leasing, Due Diligence, Financial Analysis, Securitization, Corporate Finance, Asset Managment, Restructuring, Valuation, Strategic Planning, Competitive Analysis, Market Analysis, Private Equity, Asset Management, Contract Negotiation, Credit, Management, Finance, Credit Analysis, Capital Markets, Investments, Financial Structuring, Risk Management, Business Strategy, Investment Banking, Mergers & Acquisitions
Education
Dartmouth College
BA, French, Economics
New York University - Leonard N. Stern School of Business
MBA, Marketing/International Business
Amur Capital Management August 2012 - Present
Aerofin Advisors LLC June 2008 - August 2012
UBS Investment Bank 2006 - 2008
Willis Lease Finance Corporation November 2000 - February 2006
Union Bank of California 1992 - 2000
Skills
Structured Finance, Aviation, Financial Modeling, Airlines, Aircraft Leasing, Due Diligence, Financial Analysis, Securitization, Corporate Finance, Asset Managment, Restructuring, Valuation, Strategic Planning, Competitive Analysis, Market Analysis, Private Equity, Asset Management, Contract Negotiation, Credit, Management, Finance, Credit Analysis, Capital Markets, Investments, Financial Structuring, Risk Management, Business Strategy, Investment Banking, Mergers & Acquisitions
Education
Dartmouth College
BA, French, Economics
New York University - Leonard N. Stern School of Business
MBA, Marketing/International Business
Amit Kukreja's UBS Investment Bank Experience October 2002 - December 2007
Job Senior Director, NYSE Euronext
Industry Financial Services
Experience
NYSE Euronext April 2013 - Present
International Securities Exchange May 2009 - April 2013
Chicago Mercantile Exchange January 2008 - April 2009
UBS Investment Bank October 2002 - December 2007
Infosys Technologies Ltd July 2002 - December 2007
Skills
SDLC, Business Analysis, Requirements Analysis, SQL, Agile Methodologies, Derivatives, Business Intelligence, Oracle, Requirements Gathering, Software Development, Software Project..., Trading Systems, Integration, Solution Architecture, PL/SQL, Data Warehousing, IT Strategy, Unix, User Acceptance Testing, Equities, Electronic Trading, Test Automation, Testing, Options, Market Data, Business Requirements, Financial Services, Enterprise Architecture, Vendor Management, SOA, Agile Project Management, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Finance, Strategy
Delhi College of Engineering 1998 — 2002
Bachelor of Engineering (BE)
NYSE Euronext April 2013 - Present
International Securities Exchange May 2009 - April 2013
Chicago Mercantile Exchange January 2008 - April 2009
UBS Investment Bank October 2002 - December 2007
Infosys Technologies Ltd July 2002 - December 2007
Skills
SDLC, Business Analysis, Requirements Analysis, SQL, Agile Methodologies, Derivatives, Business Intelligence, Oracle, Requirements Gathering, Software Development, Software Project..., Trading Systems, Integration, Solution Architecture, PL/SQL, Data Warehousing, IT Strategy, Unix, User Acceptance Testing, Equities, Electronic Trading, Test Automation, Testing, Options, Market Data, Business Requirements, Financial Services, Enterprise Architecture, Vendor Management, SOA, Agile Project Management, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Finance, Strategy
Delhi College of Engineering 1998 — 2002
Bachelor of Engineering (BE)
Anjanie Balram, MBA's UBS Investment Bank Experience December 2006 - September 2007
Job Project Management/Client Services at NKD Industrial Inc.
Industry Financial Services
Experience
NKD Industrial Inc. July 2013 - Present
Goldman Sachs October 2008 - July 2009
Goldman Sachs October 2008 - July 2009
UBS Investment Bank December 2006 - September 2007
Morgan Stanley September 2005 - July 2006
Skills
Excellent..., Excellent attention to..., Able to work..., Securities, Management, Strategic Planning, Marketing Strategy, Microsoft Office, Negotiation, Policy, Customer Service, Financial Services, PowerPoint, Finance, Microsoft Excel, Training, Financial Analysis, Account Management, Derivatives, Microsoft Word, Account Reconciliation, Trading, Leadership, Business Strategy, Performance Management, Sales, Accounts Receivable, Payroll, Team Building, Team Leadership, Time Management, Business Development, Data Analysis, Outlook, Leadership Development, Operations Management, Risk Management, Project Management, Research, Teamwork, Access, Public Speaking, Business Analysis, Human Resources, Process Improvement, Accounting, Employee Relations, Marketing, FINRA, Financial Accounting
Education
LIU Brooklyn 2011 — 2013
MBA, Management
CUNY York College 2001 — 2005
Bachelor of Science (B.S.), Business Administration
NKD Industrial Inc. July 2013 - Present
Goldman Sachs October 2008 - July 2009
Goldman Sachs October 2008 - July 2009
UBS Investment Bank December 2006 - September 2007
Morgan Stanley September 2005 - July 2006
Skills
Excellent..., Excellent attention to..., Able to work..., Securities, Management, Strategic Planning, Marketing Strategy, Microsoft Office, Negotiation, Policy, Customer Service, Financial Services, PowerPoint, Finance, Microsoft Excel, Training, Financial Analysis, Account Management, Derivatives, Microsoft Word, Account Reconciliation, Trading, Leadership, Business Strategy, Performance Management, Sales, Accounts Receivable, Payroll, Team Building, Team Leadership, Time Management, Business Development, Data Analysis, Outlook, Leadership Development, Operations Management, Risk Management, Project Management, Research, Teamwork, Access, Public Speaking, Business Analysis, Human Resources, Process Improvement, Accounting, Employee Relations, Marketing, FINRA, Financial Accounting
Education
LIU Brooklyn 2011 — 2013
MBA, Management
CUNY York College 2001 — 2005
Bachelor of Science (B.S.), Business Administration
Ed Smierciak's UBS Investment Bank Experience August 2004 - September 2007
Job Enterprise Solutions Architect
Industry Financial Services
Experience
Swiss Re October 2011 - Present
Yale University April 2009 - October 2011
Tudor Investments September 2007 - April 2009
UBS Investment Bank August 2004 - September 2007
Starwood Hotels October 2003 - July 2004
General Cologne Reinsurance April 2002 - October 2003
IBM November 1998 - March 2002
Skills
Enterprise Architecture, Architecture, Agile Methodologies, Software Development, SOA, SDLC, Java Enterprise Edition, Java, Web Services, SQL, XML, Hibernate, JavaScript, Database Design, Business Analysis, Spring, Software Project..., Cloud Computing, Integration, Solution Architecture, Unix, Oracle, Scrum, IT Strategy, Databases, Data Warehousing, Requirements Analysis, Architectures, Web Applications
Education
University of Virginia 1990 — 1992
ABD, Computer Science
DePaul University 1988 — 1990
MS, Computer Science
University of Notre Dame 1979 — 1983
BS, Electrical Engineering
Swiss Re October 2011 - Present
Yale University April 2009 - October 2011
Tudor Investments September 2007 - April 2009
UBS Investment Bank August 2004 - September 2007
Starwood Hotels October 2003 - July 2004
General Cologne Reinsurance April 2002 - October 2003
IBM November 1998 - March 2002
Skills
Enterprise Architecture, Architecture, Agile Methodologies, Software Development, SOA, SDLC, Java Enterprise Edition, Java, Web Services, SQL, XML, Hibernate, JavaScript, Database Design, Business Analysis, Spring, Software Project..., Cloud Computing, Integration, Solution Architecture, Unix, Oracle, Scrum, IT Strategy, Databases, Data Warehousing, Requirements Analysis, Architectures, Web Applications
Education
University of Virginia 1990 — 1992
ABD, Computer Science
DePaul University 1988 — 1990
MS, Computer Science
University of Notre Dame 1979 — 1983
BS, Electrical Engineering
Gabe Doleac's UBS Investment Bank Experience June 2008 - September 2008
Job Vice President at Aviation Technical Services
Industry Aviation & Aerospace
Experience
Aviation Technical Services December 2012 - Present
Oliver Wyman September 2003 - November 2012
UBS Investment Bank June 2008 - September 2008
Education
Harvard Business School 2007 — 2009
Master of Business Administration (MBA)
Dartmouth College 1999 — 2003
BA, Economics and Public Policy
Aviation Technical Services December 2012 - Present
Oliver Wyman September 2003 - November 2012
UBS Investment Bank June 2008 - September 2008
Education
Harvard Business School 2007 — 2009
Master of Business Administration (MBA)
Dartmouth College 1999 — 2003
BA, Economics and Public Policy
Nicholas Libertiny's UBS Investment Bank Experience April 2011 - September 2012
Job Senior Operations Analyst at Sound Point Capital Management, LP
Industry Banking
Experience
Nomura March 2013 - May 2014
UBS Investment Bank April 2011 - September 2012
UBS Investment Bank December 2006 - April 2011
Skills
Fixed Income, Bloomberg, Equities, Trading, Securities, Options, Bonds, Valuation, CDS, Financial Risk, High Yield, Leveraged Finance, Portfolio Management, Emerging Markets, Investments, Settlement, Credit Derivatives, Hedge Funds, Derivatives, Middle Office, Capital Markets, Financial Markets, Bloomberg Terminal, Trading Systems
Education
Georgetown University 2002 — 2006
Bachelor of Arts
Budapesti Corvinus Egyetem 2004 — 2005
Nomura March 2013 - May 2014
UBS Investment Bank April 2011 - September 2012
UBS Investment Bank December 2006 - April 2011
Skills
Fixed Income, Bloomberg, Equities, Trading, Securities, Options, Bonds, Valuation, CDS, Financial Risk, High Yield, Leveraged Finance, Portfolio Management, Emerging Markets, Investments, Settlement, Credit Derivatives, Hedge Funds, Derivatives, Middle Office, Capital Markets, Financial Markets, Bloomberg Terminal, Trading Systems
Education
Georgetown University 2002 — 2006
Bachelor of Arts
Budapesti Corvinus Egyetem 2004 — 2005
David (DJ) Johnson's UBS Investment Bank Experience May 2009 - April 2010
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2010 - Present
UBS Investment Bank May 2009 - April 2010
UBS Investment Bank December 2003 - April 2009
ABN AMRO January 2003 - November 2003
ABN AMRO June 1995 - November 2003
McGladrey & Pullen January 1993 - May 1995
Skills
Series 7, Equities, Hedge Funds, Fixed Income, Investments, Prime Brokerage, Trading, Capital Markets
Education
Montclair State University 1990 — 1993
Bachelors, Business Administration
County College of Morris 1987 — 1990
Associates, Business Administration
Wells Fargo Securities June 2010 - Present
UBS Investment Bank May 2009 - April 2010
UBS Investment Bank December 2003 - April 2009
ABN AMRO January 2003 - November 2003
ABN AMRO June 1995 - November 2003
McGladrey & Pullen January 1993 - May 1995
Skills
Series 7, Equities, Hedge Funds, Fixed Income, Investments, Prime Brokerage, Trading, Capital Markets
Education
Montclair State University 1990 — 1993
Bachelors, Business Administration
County College of Morris 1987 — 1990
Associates, Business Administration
Lawrence Ryan's UBS Investment Bank Experience September 2002 - November 2004
Job CEO Achaean Re at Achaean Financial Holdings
Industry Financial Services
Experience
Achaean Financial Holdings August 2013 - Present
Praetorian Advisors March 2004 - Present
UBS Investment Bank September 2002 - November 2004
Prudential Securities February 1996 - December 2001
Merrill Lynch September 1990 - February 1996
Goldman Sachs June 1982 - May 1990
Skills
Capital Markets, Derivatives, Management, Commodity, Investments, Private Equity, Marketing, Hedge Funds, Investment Banking, Alternative Investments
Education
The University of Chicago Booth School of Business 1980 — 1982
Dartmouth College 1976 — 1979
BA, Engineering, Mathematics
Achaean Financial Holdings August 2013 - Present
Praetorian Advisors March 2004 - Present
UBS Investment Bank September 2002 - November 2004
Prudential Securities February 1996 - December 2001
Merrill Lynch September 1990 - February 1996
Goldman Sachs June 1982 - May 1990
Skills
Capital Markets, Derivatives, Management, Commodity, Investments, Private Equity, Marketing, Hedge Funds, Investment Banking, Alternative Investments
Education
The University of Chicago Booth School of Business 1980 — 1982
Dartmouth College 1976 — 1979
BA, Engineering, Mathematics
Chris Bradshaw's UBS Investment Bank Experience January 2004 - April 2009
Job Chief Executive Officer, Chief Financial Officer at Era Group Inc.
Industry Oil & Energy
Experience
Era Group Inc. November 2014 - Present
Era Group Inc. August 2014 - November 2014
Era Group Inc. October 2012 - August 2014
U.S. Capital Advisors LLC September 2009 - October 2012
UBS Investment Bank January 2004 - April 2009
Morgan Stanley August 2000 - January 2004
Skills
Hedge Funds, Equities, Private Equity, Valuation, Alternative Investments, Asset Management, Investment Banking, Financial Modeling, Investments, Venture Capital, Fixed Income, Corporate Finance, Mergers & Acquisitions, Due Diligence, Capital Markets
Education
Dartmouth College 1995 — 1999
Era Group Inc. November 2014 - Present
Era Group Inc. August 2014 - November 2014
Era Group Inc. October 2012 - August 2014
U.S. Capital Advisors LLC September 2009 - October 2012
UBS Investment Bank January 2004 - April 2009
Morgan Stanley August 2000 - January 2004
Skills
Hedge Funds, Equities, Private Equity, Valuation, Alternative Investments, Asset Management, Investment Banking, Financial Modeling, Investments, Venture Capital, Fixed Income, Corporate Finance, Mergers & Acquisitions, Due Diligence, Capital Markets
Education
Dartmouth College 1995 — 1999
Ligi Philip's UBS Investment Bank Experience November 2008 - April 2009
Job Sales Business Analyst at Philips
Industry Financial Services
Experience
Philips April 2014 - Present
Philips December 2012 - April 2014
Gerald Metals November 2011 - April 2012
Morgan Stanley June 2010 - October 2011
Morgan Stanley August 2009 - June 2010
UBS Investment Bank November 2008 - April 2009
Covanta Energy September 2008 - October 2008
Skills
Analysis, Trading, Banking, Finance, Fixed Income, Risk Management, Financial Risk, Commodity, Outlook, Investment Banking, Derivatives, Microsoft Office, Forecasting, Financial Analysis, Capital Markets, Management, Microsoft Excel, Human Resources, Auditing, Financial Modeling, PowerPoint, Hedge Funds, Process Improvement
Education
University of Bridgeport 2006 — 2008
MBA, Finance
Delhi University 2001 — 2004
B.Com, Management
Philips April 2014 - Present
Philips December 2012 - April 2014
Gerald Metals November 2011 - April 2012
Morgan Stanley June 2010 - October 2011
Morgan Stanley August 2009 - June 2010
UBS Investment Bank November 2008 - April 2009
Covanta Energy September 2008 - October 2008
Skills
Analysis, Trading, Banking, Finance, Fixed Income, Risk Management, Financial Risk, Commodity, Outlook, Investment Banking, Derivatives, Microsoft Office, Forecasting, Financial Analysis, Capital Markets, Management, Microsoft Excel, Human Resources, Auditing, Financial Modeling, PowerPoint, Hedge Funds, Process Improvement
Education
University of Bridgeport 2006 — 2008
MBA, Finance
Delhi University 2001 — 2004
B.Com, Management
Karl Polifka's UBS Investment Bank Experience June 2007 - August 2007
Job Manager, Sales Operations and FinanceDigital Advertising
Industry Internet
Experience
Dealer.com October 2011 - Present
Cars.com November 2010 - October 2011
Cars.com May 2010 - November 2010
League Trading January 2009 - May 2010
The Hanley Group August 2008 - January 2009
Transmarket Group January 2008 - July 2008
UBS Investment Bank June 2007 - August 2007
Flemming Zulack Williamson Zauderer LLP December 2001 - July 2006
Skills
Advanced Excel Skills, Mergers, Corporate Development, Analytics, Due Diligence, Business Strategy, Valuation, E-commerce, Competitive Analysis, Start-ups, Salesforce.com, Entrepreneurship, Business Development, Corporate Finance, Strategic Planning, Mergers & Acquisitions, Portfolio Management, Strategy, Marketing Strategy, Online Advertising, Digital Marketing, Marketing, Sales
Education
The University of Chicago 2006 — 2008
MBA, Analytic Finance and Economics
The University of Chicago - Booth School of Business 2006 — 2008
MBA, Analytic Finance and Economics
Dartmouth College 1997 — 2001
B.A., Pre-Medical Studies and Drama
Burr and Burton
Dealer.com October 2011 - Present
Cars.com November 2010 - October 2011
Cars.com May 2010 - November 2010
League Trading January 2009 - May 2010
The Hanley Group August 2008 - January 2009
Transmarket Group January 2008 - July 2008
UBS Investment Bank June 2007 - August 2007
Flemming Zulack Williamson Zauderer LLP December 2001 - July 2006
Skills
Advanced Excel Skills, Mergers, Corporate Development, Analytics, Due Diligence, Business Strategy, Valuation, E-commerce, Competitive Analysis, Start-ups, Salesforce.com, Entrepreneurship, Business Development, Corporate Finance, Strategic Planning, Mergers & Acquisitions, Portfolio Management, Strategy, Marketing Strategy, Online Advertising, Digital Marketing, Marketing, Sales
Education
The University of Chicago 2006 — 2008
MBA, Analytic Finance and Economics
The University of Chicago - Booth School of Business 2006 — 2008
MBA, Analytic Finance and Economics
Dartmouth College 1997 — 2001
B.A., Pre-Medical Studies and Drama
Burr and Burton
Charlie McElligott's UBS Investment Bank Experience July 2001 - March 2009
Job Vice President, Equities Sales Trading, RBC Capital Markets
Industry Banking
Experience
UBS Investment Bank July 2001 - March 2009
Education
Dartmouth College 1997 — 2001
UBS Investment Bank July 2001 - March 2009
Education
Dartmouth College 1997 — 2001
Stephen Adnopoz's UBS Investment Bank Experience 2006 - 2008
Job Partner at Gonzalez Saggio & Harlan LLP
Industry Law Practice
Experience
UBS Investment Bank 2006 - 2008
Harris Beach PLLC 2001 - 2006
Torys LLP 1999 - 2001
Skills
Municipalities, Civil Litigation, Due Diligence, Legal Research, Securities Regulation, Financial Services, Non-profits, Commercial Litigation, Capital Markets, Finance, Banking, Corporate Governance, Corporate Law, Legal Writing, Public Finance, Bankruptcy, Securities
Education
Dartmouth College
AB
Hopkins School
HS Diploma
University of Virginia School of Law
JD
UBS Investment Bank 2006 - 2008
Harris Beach PLLC 2001 - 2006
Torys LLP 1999 - 2001
Skills
Municipalities, Civil Litigation, Due Diligence, Legal Research, Securities Regulation, Financial Services, Non-profits, Commercial Litigation, Capital Markets, Finance, Banking, Corporate Governance, Corporate Law, Legal Writing, Public Finance, Bankruptcy, Securities
Education
Dartmouth College
AB
Hopkins School
HS Diploma
University of Virginia School of Law
JD
Dan Coutre's UBS Investment Bank Experience August 2003 - January 2008
Job Collateral Management
Industry Capital Markets
Experience
Royal Bank of Scotland January 2008 - Present
UBS Investment Bank August 2003 - January 2008
UBS O'Connor October 2000 - September 2002
Bank One January 1997 - April 2000
Skills
Derivatives, Fixed Income, Risk Management, Hedge Funds, Middle Office, Operational Risk, Financial Risk, Prime Brokerage, Equities, Commodity Markets, Collateral Management, Trading, Credit Risk
Education
DePaul University
Bachelor of Science (BS), Finance, General
Royal Bank of Scotland January 2008 - Present
UBS Investment Bank August 2003 - January 2008
UBS O'Connor October 2000 - September 2002
Bank One January 1997 - April 2000
Skills
Derivatives, Fixed Income, Risk Management, Hedge Funds, Middle Office, Operational Risk, Financial Risk, Prime Brokerage, Equities, Commodity Markets, Collateral Management, Trading, Credit Risk
Education
DePaul University
Bachelor of Science (BS), Finance, General
Michael Tellis's UBS Investment Bank Experience December 2010 - December 2013
Job
Industry Investment Banking
Experience
UBS August 2014 - Present
Deutsche Bank December 2013 - August 2014
UBS Investment Bank December 2010 - December 2013
Wells Fargo March 2009 - December 2010
Wachovia Securities, LLC June 2007 - March 2009
American City Business Journals May 2006 - August 2006
Skills
Valuation, Portfolio Management, Due Diligence, Mergers & Acquisitions, Capital Markets, Private Equity, Financial Analysis, Finance, Credit, Investments, Banking, Credit Risk
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA) Candidate
Davidson College 2003 — 2007
Economics
UBS August 2014 - Present
Deutsche Bank December 2013 - August 2014
UBS Investment Bank December 2010 - December 2013
Wells Fargo March 2009 - December 2010
Wachovia Securities, LLC June 2007 - March 2009
American City Business Journals May 2006 - August 2006
Skills
Valuation, Portfolio Management, Due Diligence, Mergers & Acquisitions, Capital Markets, Private Equity, Financial Analysis, Finance, Credit, Investments, Banking, Credit Risk
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA) Candidate
Davidson College 2003 — 2007
Economics
Jane Bieneman's UBS Investment Bank Experience December 2010 - April 2015
Job Private Equity / Alternatives
Industry Financial Services
Experience
UBS Investment Bank December 2010 - April 2015
BlueOrchard Finance 2008 - December 2010
Private Fund Consulting 2007 - 2008
Citigroup 1995 - 2007
Skills
Investments, Banking, Corporate Finance, Capital Markets, Financial Structuring, Valuation, Finance, Financial Modeling, Investment Banking, Hedge Funds, Microfinance, Private Equity, Funding, Risk Management, Social Finance, Due Diligence
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA
Dartmouth College 1986 — 1990
BA
UBS Investment Bank December 2010 - April 2015
BlueOrchard Finance 2008 - December 2010
Private Fund Consulting 2007 - 2008
Citigroup 1995 - 2007
Skills
Investments, Banking, Corporate Finance, Capital Markets, Financial Structuring, Valuation, Finance, Financial Modeling, Investment Banking, Hedge Funds, Microfinance, Private Equity, Funding, Risk Management, Social Finance, Due Diligence
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA
Dartmouth College 1986 — 1990
BA
Craig Billesbach's UBS Investment Bank Experience 1990 - 2000
Job Sr. Systems Administrator at Oracle
Industry Banking
Experience
Oracle April 2015 - Present
Northern Trust February 2000 - February 2015
UBS Investment Bank 1990 - 2000
Perot-UBS-WDR-SBC-SBC/OC-OCA 1990 - 2000
UBS 1990 - 2000
Skills
Vendor Management, Equities, Derivatives, Risk Management, Portfolio Management, Fixed Income, Unix, Capital Markets, Trading Systems, Financial Services, Options, SDLC, Hedge Funds, Financial Markets, Back Office, FX Options, Investment Banking, Banking, Financial Risk, Trading, Asset Management, Business Analysis
Education
DePaul University 1976 — 1980
Computer Science
Oracle April 2015 - Present
Northern Trust February 2000 - February 2015
UBS Investment Bank 1990 - 2000
Perot-UBS-WDR-SBC-SBC/OC-OCA 1990 - 2000
UBS 1990 - 2000
Skills
Vendor Management, Equities, Derivatives, Risk Management, Portfolio Management, Fixed Income, Unix, Capital Markets, Trading Systems, Financial Services, Options, SDLC, Hedge Funds, Financial Markets, Back Office, FX Options, Investment Banking, Banking, Financial Risk, Trading, Asset Management, Business Analysis
Education
DePaul University 1976 — 1980
Computer Science
Luigi Audia's UBS Investment Bank Experience January 2004 - November 2008
Job Vice President at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets November 2008 - Present
UBS Investment Bank January 2004 - November 2008
UBS Investment Bank January 1998 - April 2004
Bristol-Myers Squibb January 1997 - June 1997
Education
D'Amore-McKim School of Business at Northeastern University 2002 — 2004
Northeastern University 1995 — 2000
BA, International Business/Finance
Fidelity Capital Markets November 2008 - Present
UBS Investment Bank January 2004 - November 2008
UBS Investment Bank January 1998 - April 2004
Bristol-Myers Squibb January 1997 - June 1997
Education
D'Amore-McKim School of Business at Northeastern University 2002 — 2004
Northeastern University 1995 — 2000
BA, International Business/Finance
Bob Hrabchak's UBS Investment Bank Experience June 2001 - June 2004
Job Director at Citigroup
Industry Financial Services
Experience
Citigroup July 2009 - Present
Venus Capital Management March 2006 - June 2009
Wellington Management July 2004 - March 2006
UBS Investment Bank June 2001 - June 2004
Credit Suisse Asset Management June 1997 - May 2001
Skills
Business Strategy, Marketing Strategy, Politics, Alternative Investments, Capital Markets, Portfolio Management, Microsoft Excel, New Business Development, International Relations, Fixed Income, Hedge Funds, Policy Analysis, Equities, Research, Business Development, Public Speaking, Investments, Sustainable Development, International..., Strategic Planning, International Security, Foreign Policy, Teaching, Change Management, Management, Microsoft Office
Education
University of Pennsylvania - The Wharton School 1989 — 1991
Master of Business Administration (MBA), Accounting and Finance
Harvard University 1981 — 1985
Bachelor of Arts (B.A.), Economics
Deerfield Academy 1977 — 1981
Citigroup July 2009 - Present
Venus Capital Management March 2006 - June 2009
Wellington Management July 2004 - March 2006
UBS Investment Bank June 2001 - June 2004
Credit Suisse Asset Management June 1997 - May 2001
Skills
Business Strategy, Marketing Strategy, Politics, Alternative Investments, Capital Markets, Portfolio Management, Microsoft Excel, New Business Development, International Relations, Fixed Income, Hedge Funds, Policy Analysis, Equities, Research, Business Development, Public Speaking, Investments, Sustainable Development, International..., Strategic Planning, International Security, Foreign Policy, Teaching, Change Management, Management, Microsoft Office
Education
University of Pennsylvania - The Wharton School 1989 — 1991
Master of Business Administration (MBA), Accounting and Finance
Harvard University 1981 — 1985
Bachelor of Arts (B.A.), Economics
Deerfield Academy 1977 — 1981
Barbara Cabassa's UBS Investment Bank Experience March 2008 - November 2012
Job Events Management|Event Marketing|Consultant
Industry Events Services
Experience
Consultant January 2013 - Present
UBS Investment Bank March 2008 - November 2012
UBS Investment Bank March 2005 - March 2008
UBS Investment Bank March 2002 - March 2005
UBS Investment Bank March 1996 - March 2002
UBS Investment Bank March 1994 - March 1996
Marriott International February 1991 - June 1994
The Stanhope Hotel August 1989 - February 1991
Grand Bay Hotel August 1987 - August 1989
Skills
Sponsorship, Marketing Communications, Event Management, Event Planning, Corporate Events, Product Marketing, Corporate Branding, Hospitality Management, Hospitality, Brand Management, Market Research, Project Management, Creative Direction, Social Media Marketing, Program Management, Project Planning, Leadership, Strategy, Social Media, Relationship Marketing, Email Marketing, Digital Marketing, Meeting Planning, New Business Development, Budgets
Education
CUNY New York City College of Technology
Bachelor's degree, Hospitality Management
Consultant January 2013 - Present
UBS Investment Bank March 2008 - November 2012
UBS Investment Bank March 2005 - March 2008
UBS Investment Bank March 2002 - March 2005
UBS Investment Bank March 1996 - March 2002
UBS Investment Bank March 1994 - March 1996
Marriott International February 1991 - June 1994
The Stanhope Hotel August 1989 - February 1991
Grand Bay Hotel August 1987 - August 1989
Skills
Sponsorship, Marketing Communications, Event Management, Event Planning, Corporate Events, Product Marketing, Corporate Branding, Hospitality Management, Hospitality, Brand Management, Market Research, Project Management, Creative Direction, Social Media Marketing, Program Management, Project Planning, Leadership, Strategy, Social Media, Relationship Marketing, Email Marketing, Digital Marketing, Meeting Planning, New Business Development, Budgets
Education
CUNY New York City College of Technology
Bachelor's degree, Hospitality Management
Nelson Neale's UBS Investment Bank Experience January 2002 - September 2003
Job Market Strategist at Land O'Lakes
Industry Food & Beverages
Experience
Land O'Lakes April 2012 - Present
Oliver Wyman July 2010 - April 2012
World Bank December 2009 - September 2010
Tyson Foods February 2004 - May 2009
UBS Investment Bank January 2002 - September 2003
Enron November 2000 - January 2002
Skills
Commodity, Commodity Markets, Econometrics, Financial Modeling, Financial Structuring, Management, Hedging, Market Risk, Quantitative Analytics, Risk Management, Strategic Planning, Strategy, Trading
Education
Rice University 1996 — 2000
PhD, Engineering
North Carolina State University 1992 — 1995
MS, Engineering
Davidson College 1988 — 1992
BS, Math
Land O'Lakes April 2012 - Present
Oliver Wyman July 2010 - April 2012
World Bank December 2009 - September 2010
Tyson Foods February 2004 - May 2009
UBS Investment Bank January 2002 - September 2003
Enron November 2000 - January 2002
Skills
Commodity, Commodity Markets, Econometrics, Financial Modeling, Financial Structuring, Management, Hedging, Market Risk, Quantitative Analytics, Risk Management, Strategic Planning, Strategy, Trading
Education
Rice University 1996 — 2000
PhD, Engineering
North Carolina State University 1992 — 1995
MS, Engineering
Davidson College 1988 — 1992
BS, Math
Michael Montague's UBS Investment Bank Experience June 2004 - August 2004
Job Chief Operating Officer at James Alpha Management, LLC
Industry Financial Services
Experience
James Alpha Management, LLC January 2007 - Present
James Alpha Management June 2006 - December 2008
UBS Investment Bank June 2004 - August 2004
Schlumberger Ltd. January 1998 - July 2003
Skills
Equities, Fixed Income, Asset Management, Portfolio Management, Trading, Options
Education
Cornell University - S.C. Johnson Graduate School of Management 2003 — 2005
MBA
Pennsylvania State University 1993 — 1997
B.S., Geophysics
James Alpha Management, LLC January 2007 - Present
James Alpha Management June 2006 - December 2008
UBS Investment Bank June 2004 - August 2004
Schlumberger Ltd. January 1998 - July 2003
Skills
Equities, Fixed Income, Asset Management, Portfolio Management, Trading, Options
Education
Cornell University - S.C. Johnson Graduate School of Management 2003 — 2005
MBA
Pennsylvania State University 1993 — 1997
B.S., Geophysics
Stephen Dirkes's UBS Investment Bank Experience June 2006 - June 2009
Job Executive Director at Oppenheimer & Co.
Industry Investment Banking
Experience
Oppenheimer & Co. April 2010 - Present
UBS Investment Bank June 2006 - June 2009
DRESDNER KLEINWORT WASSERSTEIN June 2004 - June 2006
Deutsche Bank Securities August 2001 - May 2004
KPMG Audit January 1997 - June 1999
Skills
Corporate Finance, Mergers, Mergers & Acquisitions, Investment Banking, Due Diligence, Valuation, Strategy, Acquisitions, Private Equity, Finance, Management, Investments, Accounting, Capital Markets, Equities, LBO, Financial Modeling, Corporate Development, Venture Capital
Education
Cornell University - S.C. Johnson Graduate School of Management 1999 — 2001
MBA
Lehigh University 1993 — 1997
B.S., Accounting
Madison High School 1989 — 1993
Oppenheimer & Co. April 2010 - Present
UBS Investment Bank June 2006 - June 2009
DRESDNER KLEINWORT WASSERSTEIN June 2004 - June 2006
Deutsche Bank Securities August 2001 - May 2004
KPMG Audit January 1997 - June 1999
Skills
Corporate Finance, Mergers, Mergers & Acquisitions, Investment Banking, Due Diligence, Valuation, Strategy, Acquisitions, Private Equity, Finance, Management, Investments, Accounting, Capital Markets, Equities, LBO, Financial Modeling, Corporate Development, Venture Capital
Education
Cornell University - S.C. Johnson Graduate School of Management 1999 — 2001
MBA
Lehigh University 1993 — 1997
B.S., Accounting
Madison High School 1989 — 1993
Robert Monti's UBS Investment Bank Experience 2005 - 2008
Job Summer Associate at Standard & Poor's
Industry Investment Banking
Experience
Standard & Poor's June 2009 - August 2009
UBS Investment Bank 2005 - 2008
Skills
Equities, Valuation, Capital Markets, Investment Banking, Financial Modeling
Education
Cornell University - S.C. Johnson Graduate School of Management 2008 — 2010
MBA, Concentration: Finance
Villanova University 2000 — 2004
Bachelor of Business Administration, Finance
Chatham High School
Chatham High School
Standard & Poor's June 2009 - August 2009
UBS Investment Bank 2005 - 2008
Skills
Equities, Valuation, Capital Markets, Investment Banking, Financial Modeling
Education
Cornell University - S.C. Johnson Graduate School of Management 2008 — 2010
MBA, Concentration: Finance
Villanova University 2000 — 2004
Bachelor of Business Administration, Finance
Chatham High School
Chatham High School
Shawn Dishop's UBS Investment Bank Experience September 2001 - April 2007
Job Owner at Soteria boat charters
Industry Investment Management
Experience
USAdvisors.org April 2011 - Present
Boston Financial Data Services October 2010 - Present
Soteria - boat charters September 2010 - Present
UBS Investment Bank September 2001 - April 2007
Standard & Poor's May 2000 - September 2001
Education
Cornell University - Johnson Graduate School of Management 1998 — 2000
MBA
University of Richmond - Robins School of Business 1988 — 1992
BSBA, Finance/Marketing/Economics/Acctng
USAdvisors.org April 2011 - Present
Boston Financial Data Services October 2010 - Present
Soteria - boat charters September 2010 - Present
UBS Investment Bank September 2001 - April 2007
Standard & Poor's May 2000 - September 2001
Education
Cornell University - Johnson Graduate School of Management 1998 — 2000
MBA
University of Richmond - Robins School of Business 1988 — 1992
BSBA, Finance/Marketing/Economics/Acctng
Aimée Leventis's UBS Investment Bank Experience May 2006 - August 2008
Job Operations Analyst at Highfields Capital
Industry Investment Management
Experience
Highfields Capital August 2008 - Present
Highfields Capital August 2008 - November 2011
UBS Investment Bank May 2006 - August 2008
Realty USA 2005 - 2006
Education
Northeastern University - Graduate School of Business Administration 2009 — 2011
MBA
Mount Holyoke College 2001 — 2005
BA
Longmeadow High
Highfields Capital August 2008 - Present
Highfields Capital August 2008 - November 2011
UBS Investment Bank May 2006 - August 2008
Realty USA 2005 - 2006
Education
Northeastern University - Graduate School of Business Administration 2009 — 2011
MBA
Mount Holyoke College 2001 — 2005
BA
Longmeadow High
Richard Hanks, LUTCF's UBS Investment Bank Experience 1996 - 1998
Job Medicare Regional Sales Manager at Blue Cross and Blue Shield of Illinois, a division of HCSC
Industry Insurance
Experience
Blue Cross and Blue Shield of Illinois, a division of HCSC May 2015 - Present
WellCare September 2010 - May 2015
Humana April 2004 - September 2010
MetLife June 2001 - April 2004
Goldenberg Hehmeyer Trading Co Ltd July 1999 - November 2000
Stafford Trading November 1998 - July 1999
UBS Investment Bank 1996 - 1998
Skills
Medicare Advantage, Insurance, Medicare, Health Insurance, Managed Care, Sales Management, Marketing, Management, Sales, Account Management, New Business Development, Life Insurance, Underwriting, Disability Insurance, Sales Operations, Brokers, Direct Sales, Business Development, Employee Benefits, Salesforce.com, Term Life Insurance, Property & Casualty...
Education
DePaul University 1985 — 1990
B.S., Financial Management
Blue Cross and Blue Shield of Illinois, a division of HCSC May 2015 - Present
WellCare September 2010 - May 2015
Humana April 2004 - September 2010
MetLife June 2001 - April 2004
Goldenberg Hehmeyer Trading Co Ltd July 1999 - November 2000
Stafford Trading November 1998 - July 1999
UBS Investment Bank 1996 - 1998
Skills
Medicare Advantage, Insurance, Medicare, Health Insurance, Managed Care, Sales Management, Marketing, Management, Sales, Account Management, New Business Development, Life Insurance, Underwriting, Disability Insurance, Sales Operations, Brokers, Direct Sales, Business Development, Employee Benefits, Salesforce.com, Term Life Insurance, Property & Casualty...
Education
DePaul University 1985 — 1990
B.S., Financial Management
Stephen Chin's UBS Investment Bank Experience July 1999 - Present
Job
Industry Financial Services
Experience
UBS Investment Bank July 1999 - Present
Bell Laboratories August 1995 - August 1997
Verizon Wireless July 1993 - July 1995
Education
Cornell University - Johnson Graduate School of Management 1997 — 1999
MBA
University of Southern California 1989 — 1993
BSEE
UBS Investment Bank July 1999 - Present
Bell Laboratories August 1995 - August 1997
Verizon Wireless July 1993 - July 1995
Education
Cornell University - Johnson Graduate School of Management 1997 — 1999
MBA
University of Southern California 1989 — 1993
BSEE
Robert Wilcox, FSA, MAAA, CFA's UBS Investment Bank Experience 2002 - 2005
Job AVP & Actuary at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group August 2015 - Present
Prudential Financial December 2011 - August 2015
MassMutual Financial Group December 2009 - December 2011
ISM Advisors 2008 - 2009
HSBC 2005 - 2007
UBS Investment Bank 2002 - 2005
Goldman Sachs December 1999 - August 2002
PricewaterhouseCoopers 1999 - 1999
Skills
Actuarial Science, Financial Engineering, MoSes, atlas, Fixed Income Analysis, MBS, Derivatives, Variable Annuities, Fixed Annuities, Guaranteed Lifetime..., Hedging, Risk Management, Government Bonds, Prophet, Stochastic Modeling, ALM, Capital Markets, Insurance, Fixed Income, Trading, Asset Allocation, Financial Modeling, Valuation
Education
University of Chicago 1999 — 2000
MS, Financial Mathematics
DePaul University 1994 — 1998
Bachelor's degree, Physics, Mathematics
Buffalo Grove High School 1990 — 1994
MassMutual Financial Group August 2015 - Present
Prudential Financial December 2011 - August 2015
MassMutual Financial Group December 2009 - December 2011
ISM Advisors 2008 - 2009
HSBC 2005 - 2007
UBS Investment Bank 2002 - 2005
Goldman Sachs December 1999 - August 2002
PricewaterhouseCoopers 1999 - 1999
Skills
Actuarial Science, Financial Engineering, MoSes, atlas, Fixed Income Analysis, MBS, Derivatives, Variable Annuities, Fixed Annuities, Guaranteed Lifetime..., Hedging, Risk Management, Government Bonds, Prophet, Stochastic Modeling, ALM, Capital Markets, Insurance, Fixed Income, Trading, Asset Allocation, Financial Modeling, Valuation
Education
University of Chicago 1999 — 2000
MS, Financial Mathematics
DePaul University 1994 — 1998
Bachelor's degree, Physics, Mathematics
Buffalo Grove High School 1990 — 1994
Mike Thurlow's UBS Investment Bank Experience 1996 - 2006
Job mr at Weeden & Co.
Industry Financial Services
Experience
Weeden & Co. May 2006 - Present
UBS Investment Bank 1996 - 2006
Education
Dartmouth College 1990 — 1994
BA
Weeden & Co. May 2006 - Present
UBS Investment Bank 1996 - 2006
Education
Dartmouth College 1990 — 1994
BA
Isis Serran-Pagan's UBS Investment Bank Experience November 2005 - October 2006
Job Board of Directors Iamgladyscabrera Foundation
Industry Nonprofit Organization Management
Experience
Bright House Networks April 2014 - Present
Iamgladyscabrera Foundation June 2013 - Present
Catalyst Rx February 2013 - April 2014
MedSolutions March 2011 - January 2013
GHS Solutions February 2009 - August 2009
Flavors From the Heart Catering 2007 - 2009
Bear Stearns 2007 - August 2008
Credit Suisse 2007 - 2007
UBS Investment Bank November 2005 - October 2006
Fidelity Investments January 2001 - May 2005
Skills
Bilingual, Forecasting, Program Management, Scheduling, Reporting & Analysis, Corporate Finance, Medical Coding, Mutual Funds, Offshore, Onshore, Troubleshooting, Real Time, PowerPoint, Windows XP Professional, Project Coordination, Presentation Development, Multitasker, IEX, CMS, ADP Payroll, Avaya, Cisco Call Manager, MapInfo, Excel, Team Building, Microsoft Excel, Call Centers, Analysis, Process Improvement, Access, Outlook, Banking, Administration, Data Analysis, Business Analysis, Strategic Planning, Team Leadership, Finance, Data Entry, Business Process..., HIPAA, Microsoft Office, SharePoint, Project Management, Microsoft Word, Financial Services, Health Insurance, Healthcare Consulting, Contract Negotiation, Medicaid
Education
CUNY York College 1996 — 2001
International Finance, Finance, General
Le Cordon Bleu College of Culinary Arts-Orlando
Bright House Networks April 2014 - Present
Iamgladyscabrera Foundation June 2013 - Present
Catalyst Rx February 2013 - April 2014
MedSolutions March 2011 - January 2013
GHS Solutions February 2009 - August 2009
Flavors From the Heart Catering 2007 - 2009
Bear Stearns 2007 - August 2008
Credit Suisse 2007 - 2007
UBS Investment Bank November 2005 - October 2006
Fidelity Investments January 2001 - May 2005
Skills
Bilingual, Forecasting, Program Management, Scheduling, Reporting & Analysis, Corporate Finance, Medical Coding, Mutual Funds, Offshore, Onshore, Troubleshooting, Real Time, PowerPoint, Windows XP Professional, Project Coordination, Presentation Development, Multitasker, IEX, CMS, ADP Payroll, Avaya, Cisco Call Manager, MapInfo, Excel, Team Building, Microsoft Excel, Call Centers, Analysis, Process Improvement, Access, Outlook, Banking, Administration, Data Analysis, Business Analysis, Strategic Planning, Team Leadership, Finance, Data Entry, Business Process..., HIPAA, Microsoft Office, SharePoint, Project Management, Microsoft Word, Financial Services, Health Insurance, Healthcare Consulting, Contract Negotiation, Medicaid
Education
CUNY York College 1996 — 2001
International Finance, Finance, General
Le Cordon Bleu College of Culinary Arts-Orlando
Ryan Siever's UBS Investment Bank Experience June 2008 - August 2009
Job Freelance Russian Area Expert
Industry Security and Investigations
Experience
Stroz Friedberg July 2014 - January 2015
UBS Investment Bank June 2008 - August 2009
US Navy February 2002 - February 2008
Skills
Russian, International Relations, Program Management, Analysis, Technical Writing, Military, Security Clearance, Government, Training, Team Leadership, Leadership, Foreign Languages, Translation, Research, Microsoft Office, Project Management, Foreign Policy, Due Diligence, Policy Analysis, Writing, Politics
Education
Wesleyan University 2010 — 2013
Bachelor of Arts (B.A.), Russian Language and Literature
Defense Language Institute 2002 — 2003
Graduate with Honors, Russian Basic Course
Stroz Friedberg July 2014 - January 2015
UBS Investment Bank June 2008 - August 2009
US Navy February 2002 - February 2008
Skills
Russian, International Relations, Program Management, Analysis, Technical Writing, Military, Security Clearance, Government, Training, Team Leadership, Leadership, Foreign Languages, Translation, Research, Microsoft Office, Project Management, Foreign Policy, Due Diligence, Policy Analysis, Writing, Politics
Education
Wesleyan University 2010 — 2013
Bachelor of Arts (B.A.), Russian Language and Literature
Defense Language Institute 2002 — 2003
Graduate with Honors, Russian Basic Course
Yingning (Lynn) Lin's UBS Investment Bank Experience August 2012 - April 2013
Job Associate at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank August 2012 - April 2013
UBS Investment Bank June 2011 - August 2011
New York Pacific Capital January 2009 - June 2010
Baidu.com February 2007 - July 2008
Ernst & Young September 2005 - March 2007
Skills
Financial Modeling, Private Equity, Financial Analysis, Corporate Finance, Valuation, Investment Banking, Mergers & Acquisitions, Team Leadership, IPO, Capital Markets, Analysis, Equities
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA, Finance
York University 2002 — 2005
Master of Arts (M.A.)
University of International Business and Economics 1998 — 2002
B.A. of Economics
UBS Investment Bank August 2012 - April 2013
UBS Investment Bank June 2011 - August 2011
New York Pacific Capital January 2009 - June 2010
Baidu.com February 2007 - July 2008
Ernst & Young September 2005 - March 2007
Skills
Financial Modeling, Private Equity, Financial Analysis, Corporate Finance, Valuation, Investment Banking, Mergers & Acquisitions, Team Leadership, IPO, Capital Markets, Analysis, Equities
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA, Finance
York University 2002 — 2005
Master of Arts (M.A.)
University of International Business and Economics 1998 — 2002
B.A. of Economics
Courtney Chandler's UBS Investment Bank Experience 2006 - 2007
Job Certified Professional Dog Trainer (CPDTKA)
Industry Veterinary
Experience
Waggly Dog: Training & Behavior Advice January 2015 - July 2015
Lot18 2011 - 2012
FilmNation Entertainment 2011 - 2011
General Entertainment & Management, NYC 2010 - 2010
JPMorgan 2008 - 2009
UBS Investment Bank 2006 - 2007
UBS Investment Bank 2005 - 2006
Skills
Dog Training, Dog Behavior, Animal Behavior, Behavior Modification, Applied Behavior..., Learning Theory, Competitive Analysis, Business Strategy, Business Analysis, Marketing Strategy, Start-ups, Strategy, Financial Modeling, Project Management, Strategic Planning, Marketing Research, Change Management, HTML, Digital Strategy, Team Management, International Business, Small Business
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Strategy, Finance, and Media & Technology
Dartmouth College 2001 — 2005
B.A., Classical Archaeology
University of Cambridge 2005 — 2006
Certificate, International Business
Waggly Dog: Training & Behavior Advice January 2015 - July 2015
Lot18 2011 - 2012
FilmNation Entertainment 2011 - 2011
General Entertainment & Management, NYC 2010 - 2010
JPMorgan 2008 - 2009
UBS Investment Bank 2006 - 2007
UBS Investment Bank 2005 - 2006
Skills
Dog Training, Dog Behavior, Animal Behavior, Behavior Modification, Applied Behavior..., Learning Theory, Competitive Analysis, Business Strategy, Business Analysis, Marketing Strategy, Start-ups, Strategy, Financial Modeling, Project Management, Strategic Planning, Marketing Research, Change Management, HTML, Digital Strategy, Team Management, International Business, Small Business
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Strategy, Finance, and Media & Technology
Dartmouth College 2001 — 2005
B.A., Classical Archaeology
University of Cambridge 2005 — 2006
Certificate, International Business
Emanuel Giumarra's UBS Investment Bank Experience May 2005 - Present
Job Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank May 2005 - Present
Lloyds TSB 2003 - 2005
ARAB BANK plc. March 1999 - January 2003
Skills
Investment Banking, Capital Markets, Fixed Income, Credit Risk, Due Diligence, Credit Analysis, Financial Analysis, Valuation, Derivatives, Hedge Funds, Equities, Credit Derivatives, Structured Products, Structured Finance
Education
D'Amore-McKim School of Business at Northeastern University 2014 — 2016
MBA/MSF Dual Degree Candidate, Finance
University of Connecticut-Stamford 2010 — 2011
Finance
UBS Investment Bank May 2005 - Present
Lloyds TSB 2003 - 2005
ARAB BANK plc. March 1999 - January 2003
Skills
Investment Banking, Capital Markets, Fixed Income, Credit Risk, Due Diligence, Credit Analysis, Financial Analysis, Valuation, Derivatives, Hedge Funds, Equities, Credit Derivatives, Structured Products, Structured Finance
Education
D'Amore-McKim School of Business at Northeastern University 2014 — 2016
MBA/MSF Dual Degree Candidate, Finance
University of Connecticut-Stamford 2010 — 2011
Finance
Amit Rajvanshi, CPA, CA's UBS Investment Bank Experience April 2007 - February 2011
Job Sr Manager at GE Treasury
Industry Financial Services
Experience
GE Treasury February 2013 - Present
Societe Generale February 2011 - February 2013
UBS Investment Bank April 2007 - February 2011
American Express Company May 2005 - April 2007
GE January 2000 - May 2005
Ernst and Young January 1999 - January 2000
Thakur Vaidyanath Aiyer & Co. January 1994 - January 1999
Skills
Financial Analysis, Finance, Management, Internal Audit, Accounting, Financial Modeling, Sarbanes-Oxley Act, Corporate Finance, Internal Controls, Analysis, Auditing, Financial Reporting
Education
AICPA 2003 — 2003
CPA
The Institute of Chartered Accountants of India 1994 — 1998
Chartered Accountant, Accounting and Finance
Delhi University 1993 — 1996
B Com (H), Accounting and Finance
Indian Institute of Technology
Enterprise Management, Business Management
GE Treasury February 2013 - Present
Societe Generale February 2011 - February 2013
UBS Investment Bank April 2007 - February 2011
American Express Company May 2005 - April 2007
GE January 2000 - May 2005
Ernst and Young January 1999 - January 2000
Thakur Vaidyanath Aiyer & Co. January 1994 - January 1999
Skills
Financial Analysis, Finance, Management, Internal Audit, Accounting, Financial Modeling, Sarbanes-Oxley Act, Corporate Finance, Internal Controls, Analysis, Auditing, Financial Reporting
Education
AICPA 2003 — 2003
CPA
The Institute of Chartered Accountants of India 1994 — 1998
Chartered Accountant, Accounting and Finance
Delhi University 1993 — 1996
B Com (H), Accounting and Finance
Indian Institute of Technology
Enterprise Management, Business Management
Kent Gillings's UBS Investment Bank Experience August 2005 - February 2009
Job Director Natural Gas Basis Trading at Scotia Capital
Industry Investment Banking
Experience
Scotia Capital May 2011 - Present
RBC Capital Markets March 2010 - May 2011
J.P. Morgan February 2009 - February 2010
UBS Investment Bank August 2005 - February 2009
Skills
Commodity Markets, Trading, Hedging, Natural Gas, Commodity, Derivatives
Education
Dartmouth College 1999 — 2003
BA, Economics
Scotia Capital May 2011 - Present
RBC Capital Markets March 2010 - May 2011
J.P. Morgan February 2009 - February 2010
UBS Investment Bank August 2005 - February 2009
Skills
Commodity Markets, Trading, Hedging, Natural Gas, Commodity, Derivatives
Education
Dartmouth College 1999 — 2003
BA, Economics
John Bajus's UBS Investment Bank Experience 2004 - 2010
Job MDGlobal Head of Jefferies Electronic Trading Solutions (JETS) Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company 2010 - January 2014
UBS Investment Bank 2004 - 2010
State Street 2003 - 2004
Bear Stearns & Company 1994 - 2003
Skills
Electronic Trading, Investment Banking, Trading Systems, Alternative Investments, Options, Equity Derivatives, Portfolio Management, Hedge Funds, Trading, Equity Trading, Equity Research, Bonds, Commodity, Bloomberg, Equities, Series 7, Series 63, Fixed Income, Market Making, Financial Modeling, Private Equity, ETFs, Middle Office, Exchange Connectivity, High Frequency Trading, Volatility, Emerging Markets, Securities, Prime Brokerage, FINRA, Swaps, Program Trading, Trading System, Trading Strategies, Structured Products, Proprietary Trading, Sybase, Investments, Low Latency, Market Data, Fidessa, Capital Markets, Market Structure, Derivatives, FX trading, Financial Markets, FX Options, Asset Management, Series 24, Quantitative Finance
Education
Dartmouth College 1990 — 1994
Bachelor of Arts (B.A.), Government
Jefferies & Company 2010 - January 2014
UBS Investment Bank 2004 - 2010
State Street 2003 - 2004
Bear Stearns & Company 1994 - 2003
Skills
Electronic Trading, Investment Banking, Trading Systems, Alternative Investments, Options, Equity Derivatives, Portfolio Management, Hedge Funds, Trading, Equity Trading, Equity Research, Bonds, Commodity, Bloomberg, Equities, Series 7, Series 63, Fixed Income, Market Making, Financial Modeling, Private Equity, ETFs, Middle Office, Exchange Connectivity, High Frequency Trading, Volatility, Emerging Markets, Securities, Prime Brokerage, FINRA, Swaps, Program Trading, Trading System, Trading Strategies, Structured Products, Proprietary Trading, Sybase, Investments, Low Latency, Market Data, Fidessa, Capital Markets, Market Structure, Derivatives, FX trading, Financial Markets, FX Options, Asset Management, Series 24, Quantitative Finance
Education
Dartmouth College 1990 — 1994
Bachelor of Arts (B.A.), Government
Jonathan Bass's UBS Investment Bank Experience May 2000 - February 2009
Job Deputy Head of Fixed Income Americas at BNP Paribas
Industry Financial Services
Experience
BNP Paribas April 2014 - Present
BNP Paribas October 2012 - Present
MF Global November 2010 - November 2011
BTIG Investment Group February 2009 - November 2010
UBS Investment Bank May 2000 - February 2009
Citigroup (Salomon Brothers)- June 1986 - May 2000
Manufacturers Hanover Trust September 1984 - May 1986
Skills
Fixed Income
Education
Dartmouth College 1980 — 1984
BA
BNP Paribas April 2014 - Present
BNP Paribas October 2012 - Present
MF Global November 2010 - November 2011
BTIG Investment Group February 2009 - November 2010
UBS Investment Bank May 2000 - February 2009
Citigroup (Salomon Brothers)- June 1986 - May 2000
Manufacturers Hanover Trust September 1984 - May 1986
Skills
Fixed Income
Education
Dartmouth College 1980 — 1984
BA
Andrew Shepard's UBS Investment Bank Experience January 2014 - Present
Job Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank January 2014 - Present
KPMG September 2012 - December 2013
KPMG January 2011 - March 2011
Northern Trust June 2010 - December 2010
DePaul University October 2009 - December 2010
Education
DePaul University 2008 — 2012
Bachelors of Science, Accounting/Finance, Summa Cum Laude
UBS Investment Bank January 2014 - Present
KPMG September 2012 - December 2013
KPMG January 2011 - March 2011
Northern Trust June 2010 - December 2010
DePaul University October 2009 - December 2010
Education
DePaul University 2008 — 2012
Bachelors of Science, Accounting/Finance, Summa Cum Laude
Rich Joyce's UBS Investment Bank Experience April 2004 - March 2009
Job Head of Credit Sales and Trading, RBS Securities
Industry Financial Services
Experience
RBS Markets and International Banking June 2010 - Present
UBS Investment Bank April 2004 - March 2009
Goldman Sachs August 1991 - March 2004
Education
Dartmouth College 1987 — 1991
Bachelor's degree, Economics
RBS Markets and International Banking June 2010 - Present
UBS Investment Bank April 2004 - March 2009
Goldman Sachs August 1991 - March 2004
Education
Dartmouth College 1987 — 1991
Bachelor's degree, Economics
Brad Limpert's UBS Investment Bank Experience October 2013 - Present
Job Executive Director, UBS
Industry Investment Banking
Experience
UBS Investment Bank October 2013 - Present
Barclays Capital August 2009 - October 2013
Orion Consultants July 2003 - May 2007
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Master of Business Administration (MBA), Finance, General
Dartmouth College 1999 — 2003
Bachelor of Arts (BA), Economics
UBS Investment Bank October 2013 - Present
Barclays Capital August 2009 - October 2013
Orion Consultants July 2003 - May 2007
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Master of Business Administration (MBA), Finance, General
Dartmouth College 1999 — 2003
Bachelor of Arts (BA), Economics
Cheryl Roberts's UBS Investment Bank Experience 2005 - 2009
Job Global HR Executive
Industry Financial Services
Experience
UBS 2009 - 2011
UBS Investment Bank 2005 - 2009
UBS Investment Bank 2001 - 2005
UBS Investment Bank 1998 - 2001
Swiss Bank Corporation 1993 - 1998
O'Connor & Associates 1989 - 1993
O'Connor & Associates 1978 - 1989
Skills
Employee Relations, HR Transformation, Global HR Leadership, Recruiting, Change Management, Fixed Income, Human Resources, Personnel Management, Strategy, Investment Banking, System Administration, HR Policies, Employee Benefits, Mergers & Acquisitions, Leadership, Deferred Compensation, Management, Program Management, Employment Law, Policy
Education
DePaul University
Bachelor of Science in Commerce, Economics, Personnel Management
UBS 2009 - 2011
UBS Investment Bank 2005 - 2009
UBS Investment Bank 2001 - 2005
UBS Investment Bank 1998 - 2001
Swiss Bank Corporation 1993 - 1998
O'Connor & Associates 1989 - 1993
O'Connor & Associates 1978 - 1989
Skills
Employee Relations, HR Transformation, Global HR Leadership, Recruiting, Change Management, Fixed Income, Human Resources, Personnel Management, Strategy, Investment Banking, System Administration, HR Policies, Employee Benefits, Mergers & Acquisitions, Leadership, Deferred Compensation, Management, Program Management, Employment Law, Policy
Education
DePaul University
Bachelor of Science in Commerce, Economics, Personnel Management
Anshul Dikshit's UBS Investment Bank Experience June 2010 - August 2013
Job Sr. Oracle Developer
Industry Banking
Experience
Deutsche Bank May 2014 - Present
NYC Govt. August 2013 - April 2014
UBS Investment Bank June 2010 - August 2013
Max Life Insurance Company Limited January 2010 - June 2010
IFS Solutions India Pvt. Ltd March 2004 - January 2010
Skills
Unix, Shell Scripting, ETL, Sybase, Business Development, Microsoft SQL Server, Oracle PL/SQL..., Autosys, Performance Tuning, Crystal Reports, SQL Tuning, SDLC
Education
University of Delhi 2000 — 2004
Bachelor's degree, Information Technology, 1st
Deutsche Bank May 2014 - Present
NYC Govt. August 2013 - April 2014
UBS Investment Bank June 2010 - August 2013
Max Life Insurance Company Limited January 2010 - June 2010
IFS Solutions India Pvt. Ltd March 2004 - January 2010
Skills
Unix, Shell Scripting, ETL, Sybase, Business Development, Microsoft SQL Server, Oracle PL/SQL..., Autosys, Performance Tuning, Crystal Reports, SQL Tuning, SDLC
Education
University of Delhi 2000 — 2004
Bachelor's degree, Information Technology, 1st
Timothy Stouffer's UBS Investment Bank Experience September 2007 - August 2008
Job Risk Management Specialist at GAIN Capital
Industry Financial Services
Experience
GAIN Capital January 2014 - April 2014
GFT Markets March 2012 - December 2013
GFT Markets June 2010 - March 2012
Davenport University February 2009 - June 2010
UBS Investment Bank September 2007 - August 2008
Citco Fund Services February 2006 - August 2006
Skills
Financial Analysis, Data Modeling, Financial Markets, FX, FX Options, CFDs, Spread Betting, Binaries, Risk Management, Trading, Hedging, Trading Strategies, Customer Service, Customer Retention, Account Management, Sales Process, Salesforce.com, Derivatives, Equities
Education
Davenport University
Bachelor of Business Administration (B.B.A.), Finance
Davenport University
Bachelor of Business Administration (B.B.A.), International Business
GAIN Capital January 2014 - April 2014
GFT Markets March 2012 - December 2013
GFT Markets June 2010 - March 2012
Davenport University February 2009 - June 2010
UBS Investment Bank September 2007 - August 2008
Citco Fund Services February 2006 - August 2006
Skills
Financial Analysis, Data Modeling, Financial Markets, FX, FX Options, CFDs, Spread Betting, Binaries, Risk Management, Trading, Hedging, Trading Strategies, Customer Service, Customer Retention, Account Management, Sales Process, Salesforce.com, Derivatives, Equities
Education
Davenport University
Bachelor of Business Administration (B.B.A.), Finance
Davenport University
Bachelor of Business Administration (B.B.A.), International Business
Paul Koo's UBS Investment Bank Experience 2004 - 2011
Job CoFounder at Alaia Capital
Industry Financial Services
Experience
Alaia Capital 2015 - Present
Citi 2011 - 2014
UBS Investment Bank 2004 - 2011
Morgan Stanley 2000 - 2003
UBS Investment Bank 1998 - 2000
Comstock Partners 1995 - 1998
Korea Institute of Finance 1993 - 1995
Skills
Derivatives, Fixed Income, Securities, Valuation, Trading, Equities, Private Equity, Hedge Funds, Capital Markets, Portfolio Management, Investment Banking, Asset Management, Alternative Investments, Bloomberg, Investments, Financial Markets, Options, Equity Derivatives, Series 7, Structured Products, Emerging Markets
Education
Denison University 1989 — 1993
Bachelor of Arts (B.A.), Economics
George School 1985 — 1989
Alaia Capital 2015 - Present
Citi 2011 - 2014
UBS Investment Bank 2004 - 2011
Morgan Stanley 2000 - 2003
UBS Investment Bank 1998 - 2000
Comstock Partners 1995 - 1998
Korea Institute of Finance 1993 - 1995
Skills
Derivatives, Fixed Income, Securities, Valuation, Trading, Equities, Private Equity, Hedge Funds, Capital Markets, Portfolio Management, Investment Banking, Asset Management, Alternative Investments, Bloomberg, Investments, Financial Markets, Options, Equity Derivatives, Series 7, Structured Products, Emerging Markets
Education
Denison University 1989 — 1993
Bachelor of Arts (B.A.), Economics
George School 1985 — 1989