UBS Investment Bank
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UBS Investment Bank Employees
UBS Investment Bank August 2013 - Present
Acceleration Capital Group February 2013 - April 2013
UBS Investment Bank June 2012 - August 2012
China Everbright Bank June 2011 - July 2011
Citi August 2008 - August 2008
Skills
Piano, A-cappella, Advanced French, Cantonese, Mandarin, Data Analysis, Valuation, Financial Modeling, Financial Analysis, Economics, Microsoft Word, Microsoft Excel, Social Media, PowerPoint
Education
New York University 2010 — 2013
Bachelor, Economics
New York University in Paris 2011 — 2011
French Studies
East China Normal University 2010 — 2010
Summer school
Cheil Worldwide August 2013 - Present
Kellogg School of Management August 2011 - June 2013
Starwood Hotels & Resorts Worldwide, Inc. June 2012 - August 2012
UBS Investment Bank March 2011 - June 2011
KPMG Advisory October 2009 - December 2010
KPMG Advisory June 2007 - September 2009
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Marketing, Finance
2000 — 2004
BA, International Hospitality Management
St John's International School
WeWork July 2015 - Present
CASE Inc September 2014 - Present
Pier 59 Studios February 2014 - September 2014
UBS Investment Bank August 2012 - August 2013
St Charles Catholic School June 2011 - August 2012
Gary P Kirchner, CPA P.S. January 2008 - August 2012
The Home Depot June 2002 - January 2008
Skills
QuickBooks, Microsoft Excel, Finance, Accounting, Microsoft Word, Microsoft Office, Tableau, Auditing, Outlook Express, Lacerte Tax Program, Tax, PowerPoint, Internal Controls, Bookkeeping, Access, Business Objects, SAP, Mas 90, Process Improvement, Financial Analysis, Financial Statements, Internal Audit, General Ledger, Analysis, Data Analysis, Corporate Finance, Account Reconciliation, US GAAP, Financial Reporting, Financial Accounting, Paychex, Xero, Trinet
Education
St Mary's University College Twickenham London 2012 — 2013
Certificate, International Business
Eastern Washington University 2003 — 2008
Bachelor's degree, Accounting and Computer Science
Apropose, Inc. July 2015 - Present
Houzz July 2014 - September 2014
Rothschild January 2013 - June 2013
UBS Investment Bank July 2012 - December 2012
Natixis January 2012 - June 2012
Imperial College London April 2011 - July 2011
Skills
Entrepreneurship, Entrepreneurial..., Design Thinking, Machine Learning, Strategy, Statistics, Matlab, SQL, C++, Swift, HTML Emails, Email Marketing Software, Event Management, Financial Modeling, Quantitative Finance, Economics, Valuation, Investment Banking, Corporate Finance, Mathematics, Physics, Equity Derivatives, Bloomberg, Salesforce.com, French
Education
Stanford University 2013 — 2015
Master's Degree, Management Science and Engineering
Ecole nationale des Ponts et Chaussées 2010 — 2012
Engineering degree: "Diplôme de Grande Ecole d'Ingénieur", Engineering
Lycée Louis-le-Grand 2007 — 2010
Theoretical Math & Physics: "Classes Preparatoires aux Grandes Ecoles", Theoretical Math & Physics
The Boston Consulting Group May 2015 - Present
The Boston Consulting Group September 2013 - Present
The Boston Consulting Group May 2011 - August 2013
Lyceum Alpinum Zuoz July 2007 - August 2010
Universität Zürich March 2008 - July 2008
UBS Investment Bank 2008 - 2008
Skills
Research, Analysis, Management Consulting, Microsoft Office, Consultancy, Corporate Development, Due Diligence, Excel, Private Equity, Physics, Business Strategy, Entrepreneurship, Strategy, Venture Capital, Mergers & Acquisitions, Start-ups, Strategic Consulting, Financial Modeling, Competitive Analysis, Corporate Finance, Emerging Markets, Acquisition Integration, Business Transformation, Business Development, Consulting
Education
2005 — 2010
MSc, Physics
National University of Singapore 2009 — 2009
Masters, Physics
Thomson Reuters October 2009 - October 2012
Inference Technology LLC April 2009 - October 2009
UBS Investment Bank 2005 - 2009
UBS 2005 - 2009
UBS Investment Bank, London 2006 - 2008
Vie Financial Group 2002 - 2005
Ashton Technology 2002 - 2005
Optimark 1999 - 2005
Optimark Technologies 1999 - 2002
Educational Testing Service (ETS) September 1995 - March 1999
Skills
Quality Assurance, Requirements Analysis, Testing, User Acceptance Testing, Test Automation, Release Management, Trading Systems, Market Data, Electronic Trading, Equities, Low Latency, Leadership, Investment Banking, Capital Markets, SDLC
Education
Rutgers University-New Brunswick 1988 — 1992
Philosophy
Earlham College 1984 — 1988
Bachelor of Arts (B.A.), Philosophy
Empower Business Solutions June 2014 - Present
AOSI February 2012 - May 2014
Citi Habitats 2008 - 2011
UBS Investment Bank 2004 - 2007
Skills
Negotiation, Real Estate, Sales, Selling, Leases, Marketing, Account Management, Condos, Social Media Marketing, Online Marketing, Real Estate Transactions, Marketing Strategy, Rentals, Lead Generation, Customer Service, Public Relations, Retail, Strategic Planning, Sellers, Social Media, Team Building, Relocation, Direct Sales, First Time Home Buyers, Sales Process, Salesforce.com, Market Research, Sales Management, Business Development, Advertising, Apartments, New Business Development, Customer Satisfaction, Social Networking
Education
Elon University
Bachelor's degree, Business/Corporate Communications
UBS Investment Bank September 2014 - January 2015
Deloitte Korea June 2014 - August 2014
Sejong LLP June 2013 - August 2013
Korea LIG Life Insurance Ltd. July 2012 - August 2012
Korea Samsung Life Insurance June 2012 - July 2012
Skills
Accounting, Insurance, Enrolled Actuary, Financial Accounting, Microsoft Excel, Microsoft Office
Education
Smith College 2011 — 2015
Bachelor of Arts (B.A.), Economics
East China Normal University 2014 — 2014
Bachelor's Degree, Economics, Study Abroad (Junior Year)
Cambrian Consulting March 2008 - Present
Cambrian Associates LLC February 2006 - Present
Scivantage April 2007 - May 2015
FolioDynamix June 2008 - November 2014
Merrill Lynch March 2000 - January 2006
UBS Investment Bank March 1996 - March 2000
Accenture June 1988 - March 1996
Skills
Business Strategy, Venture Capital, Restructuring, Board of Directors, Information Technology, Investment Advisory
Education
Durham University 1984 — 1987
Bachelor of Applied Science (BASc), Engineering Science and Management
BlackRock October 2014 - Present
Goldman Sachs January 2013 - October 2014
UBS Investment Bank July 2012 - January 2013
UBS Investment Bank June 2011 - August 2011
Skills
Financial Modeling, Leveraged Finance, Microsoft Excel, Credit
Education
Duke University 2008 — 2012
Bachelor of Science (B.S.), Psychology and Chemistry
St. Petersburg High School IB 2004 — 2008
International Baccalaureate, IB Diploma
Local IT Source January 2006 - Present
Data Source Solutions August 2009 - July 2013
Chartec 2013 - 2013
Integrated Technology Group August 2008 - August 2009
UBS Investment Bank June 2007 - July 2009
Micro World June 2003 - January 2008
UBS Investment Bank June 2007 - July 2007
Frontline Specialists May 2003 - October 2006
Skills
Software Installation, XP, Windows Server, Servers, Windows 7, Active Directory, Microsoft Exchange, Troubleshooting, Network Administration, Operating Systems, Technical Support, VPN, TCP/IP, Switches, VMware, Blackberry Enterprise..., Computer Hardware, OS X, Help Desk Support, Networking, Printers, Hardware, System Administration, Routers, Information Technology, Data Center, Citrix, Network Security, Antivirus, Microsoft Certified..., VoIP, Blackberry, LAN-WAN, Remote Desktop, Laptops, Windows Vista, System Deployment, Cloud Computing, Security, IT Service Management, Disaster Recovery, Windows, IT Management, Ubuntu, IT Strategy, Infrastructure, Integration, IT Operations, Citrix Metaframe, Microsoft Technologies
Education
Computer Education Institute 2002 — 2003
Computer Science, Computer Science
El Camino College 2001 — 2003
Computer Network Science
UBS Wealth Management October 2015 - Present
UBS Investment Bank October 2014 - October 2015
Cortland Capital Market Services LLC March 2014 - September 2014
SunGard Financial Systems September 2013 - December 2013
Bank of Ireland Global Markets July 2013 - September 2013
Skills
Banking, PowerPoint, Financial Analysis, Leadership, Teamwork, Microsoft Excel, Stream Ubix, Microsoft Office, Customer Service, Team Leadership, Loan Servicing, Trading Systems, Event Planning, Loans, Syndicated Bank Loans, Social Networking, Public Speaking, Capital Markets, Data Analysis, Investments
Education
Eckerd College 2011 — 2013
Bachelor’s Degree, Business Administration
Rhodes College 2009 — 2010
Bachelor’s Degree, Pre-Medicine/Pre-Medical Studies
University School of Nashville 2005 — 2009
High School
HSBC October 2014 - Present
RBS Citizens June 2013 - October 2014
Fly Me To The Moon Bounce May 2010 - June 2013
US Treasury September 2012 - May 2013
Southern Tide August 2011 - January 2013
UBS Investment Bank April 2012 - August 2012
The Leukemia & Lymphoma Society March 2012 - May 2012
Arlington Public Schools June 2007 - May 2012
Skills
Financial Analysis, Leadership, Analysis, Microsoft Office, Finance, Microsoft Word, Research, Event Planning, Nonprofits, Team Leadership, Economics, Investments, Customer Service, Fundraising, Teamwork, Stock Market Analysis, Social Media, Bloomberg, Quantitative Analytics, Banking, Morningstar, Regression Analysis, Regression Models, Linear Regression, Qualitative Research, Quantitative Research, Commercial Lending, Financial Modeling, Non-profits, India, Administrative..., Bond Analysis, Writing, Notary Public, Structured Finance
Education
The Johns Hopkins University - Carey Business School 2014 — 2016
Master of Science (MS), Finance
Marymount University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance
East Carolina University
Bank of America Merrill Lynch October 2012 - Present
Merrill Lynch February 2007 - October 2012
UBS Investment Bank September 1996 - January 2007
Skills
NASD Certified Series..., Equities, Series 7, ETFs, Bloomberg, Alternative Investments, Fixed Income, Hedge Funds, Capital Markets, Investments, Portfolio Management, Mutual Funds, Asset Managment, Investment Strategies
Education
Emory University 1987 — 1991
Bachelor of Business Administration, Finance, General
Thoughtful Capital Group September 2013 - Present
Bridgewater Associates November 2012 - August 2013
Thoughtful Capital Group 2009 - November 2012
Fertilemind Capital L/S hedge fund 2007 - 2009
Inclue! Social Media Software January 2005 - 2007
International Monitoring 2001 - 2004
Starlab (Science & Technology incubator) 2000 - 2001
International Monitoring 1997 - 2000
BNP Paribas 1997 - 1997
UBS Investment Bank 1993 - 1995
Skills
Business Analysis, Portfolio Management, Start-ups, Equity Research, Value Investing, Analysis, Risk Management, Buy-side, Equity Valuation, Hedge Funds, Security Analysis, Data Analysis, Competitive Analysis, Public Speaking, Software Project..., Management Consulting, Research, Monte Carlo Simulation, Indices, Investment Selection, Market Research, Quantitative Research, Innovation Management, PowerPoint, VBA, Microsoft Excel, Visual Thinking, Report Writing, Strategic Intelligence, Alternative Assets, Risk Measurement, International Management, International Growth, Bloomberg, Capital Allocation, Qualitative Research, Product Strategy, Fundamental Research, Media Interviews, Strategy, Venture Capital, Private Equity, Valuation, Entrepreneurship, Equities, Investments, Asset Allocation
Education
École des Ponts Business School 1995 — 1997
MBA, Hedge Funds, Innovation & Strategy
University of Iowa 1988 — 1993
BA, Cultural Anthropology
Valinor Management, L.P. October 2014 - Present
UBS Investment Bank January 2014 - October 2014
Kurt Salmon August 2012 - December 2013
Office of Hon. Charles E. Schumer, New York June 2012 - August 2012
The Lantern Group June 2011 - August 2011
Fortress Investment Group June 2010 - August 2010
Skills
Market Research, Microsoft Office, Management Consulting, Economics, Project Management, Analytics, Analysis, Forecasting, Business Strategy, Data Analysis, Corporate Finance, Microsoft Excel, PowerPoint, Research, Spanish, Mergers & Acquisitions, Asset-backed...
Education
Emory University 2008 — 2012
Bachelor of Arts (B.A.), Phi Beta Kappa, History & Economics
Stone Point Capital September 2014 - Present
JPMorgan Chase June 2012 - August 2014
Emory University August 2008 - June 2012
UBS Investment Bank June 2011 - August 2011
GreyStone Bank June 2010 - August 2010
Skills
PowerPoint, Excel, Financial Modeling, Word, Microsoft Office, Microsoft Excel, Microsoft Word, Investment Banking
Education
Emory University 2009 — 2012
BBA, Finance and Accounting
Università Commerciale 'Luigi Bocconi' 2010 — 2010
International Finance
Merrill Lynch April 2013 - Present
UBS Investment Bank May 2012 - March 2013
Duke Venture Capital Club August 2010 - May 2012
Duke Consulting Club August 2009 - May 2012
UBS Investment Bank June 2011 - August 2011
Zhongshan Securities May 2010 - August 2010
Duke Hart Leadership Program May 2009 - December 2009
China Minsheng Banking Corp. May 2009 - June 2009
Skills
Bloomberg, Financial Modeling, Valuation, Stata, Corporate Finance, Investment Banking
Education
Duke University 2008 — 2012
BS, Economics, Statistics
BlackRock August 2010 - Present
UBS Investment Bank June 2009 - August 2009
Standard Chartered Bank June 2008 - August 2008
J.P. Morgan May 2008 - June 2008
DSP BlackRock Investment Managers Pvt Ltd May 2007 - August 2007
Dun & Bradstreet India May 2006 - August 2006
Skills
Financial Markets, Derivatives, Equities, Trading, Asset Management, Portfolio Management
Education
Duke University 2006 — 2010
B.S., Majors: Economics, Political Science, Certificate: Markets and Management Studies
United World College of the Atlantic, Wales 2004 — 2006
International Baccaulareate, (Economics, Mathematics, Chemistry)
Campion School 1993 — 2004
ICSE
GA Capital Management LLC December 2011 - February 2013
UBS Investment Bank August 2008 - November 2011
Wells Fargo May 2003 - August 2008
Natixis March 2003 - May 2003
CIBC World Markets September 2001 - March 2003
Bear Stearns July 1996 - August 2001
Fannie Mae July 1989 - February 1993
Skills
CDO, Fixed Income, Derivatives, Capital Markets, Structured Products, Trading, Valuation, Structured Finance, ABS, MBS, Credit Derivatives, CDS, Securitization, Credit
Education
The University of Chicago - Booth School of Business
MBA, Finance and Marketing
Duke University
AB
Don Budge Tennis Camp
Green Carbon Ventures January 2012 - Present
Deutsche Bank January 2012 - May 2012
Deutsche Bank January 2010 - December 2011
Deutsche Bank March 2008 - December 2009
UBS Investment Bank June 2007 - August 2007
Skills
Business Analysis, Project Management, Project Coordination, Problem Solving, Project Planning, Project Finance, Equities, Fixed Income, Asset Managment, Renewable Energy, Business Strategy, Business Planning, Corporate Finance, Portfolio Management, Data Analysis, Asset Management, Financial Modeling, Valuation, Venture Capital
Education
Duke University 2006 — 2007
Masters, Engineering Management
University of Illinois Springfield 2004 — 2006
Masters, Computer Science
Osmania University 2000 — 2004
BE, Electronics and Communications Eng.
Citadel LLC January 2015 - Present
Duke University August 2011 - January 2015
Morgan Stanley June 2014 - August 2014
Duke Graduate Finance Club January 2013 - January 2014
IBM Thomas J Watson Research Center June 2013 - August 2013
UBS Investment Bank June 2010 - August 2010
Skills
Time Series Analysis, Statistics, R, Matlab, Statistical Arbitrage, Economics, Investment Portfolio, Econometrics, GPU, Bayesian statistics, Data Analysis, High Dimensional Data..., Baysian Decision Theory, Monte Carlo Simulation, SAS, Microsoft Excel, Data Mining, Asset Allocation, Trading Strategies, Machine Learning, C++
Education
Duke University 2011 — 2015
Doctor of Philosophy (Ph.D.), Statistics
Peking University 2007 — 2011
Bachelor of Science (B.S.), Mathematics and Applied Mathematics
UBS Investment Bank June 2015 - August 2015
General Motors/Aquent September 2011 - July 2014
Michigan State University August 2009 - September 2011
Skills
Financial Modeling, Business Strategy, Analysis, Competitive Analysis, Policy Analysis, Economics, Financial Analysis
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Social Entrepreneurship
Michigan State University 2009 — 2011
Masters of Science, Agriculture, Food & Resource Economics
Kalamazoo College 2005 — 2009
B.A., Economics
UBS Investment Bank June 2015 - August 2015
PwC May 2014 - July 2014
ZS Associates July 2012 - May 2014
StartingBloc June 2013 - July 2013
Teach For India June 2011 - March 2013
ZS Associates May 2010 - June 2012
Ministry of Health and Family Welfare, Govt. of India April 2010 - January 2011
Evalueserve August 2009 - May 2010
Fluor December 2008 - February 2009
NSIT Racers, BAJA SAE Team January 2006 - May 2008
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (MBA)
Netaji Subhas Institute of Technology 2005 — 2009
Bachelor of Engineering
New Era Public School, New Delhi 2004 — 2005
AISSCE
CVC Capital Partners March 2013 - Present
UBS Investment Bank July 2011 - February 2013
UBS Investment Bank June 2010 - August 2010
Education
Emory University 2007 — 2011
BBA, Business/Finance, Political Science
UCL 2009 — 2009
Political Science
UBS Investment Bank April 2013 - Present
UBS Investment Bank April 2010 - April 2013
General Motors May 2009 - April 2010
Credit Suisse July 2006 - February 2009
Schlumberger 2002 - 2004
Infosys 2000 - 2004
Skills
Investment Banking, Strategy, Capital Markets, Financial Structuring, Financial Modeling, Valuation, Leveraged Finance, IPO, Investments, Risk Management, Financial Policies &..., Team Leadership, Equities, Derivatives, Mergers & Acquisitions, Restructuring, Structured Finance, Trading, Finance, Corporate Finance, Fixed Income, Portfolio Management, Financial Analysis, Financial Services
Education
Duke University - The Fuqua School of Business 2004 — 2006
Master of Business Administration (M.B.A.), Business Administration, 3.7
London Business School 2006 — 2006
MBA, Finance
Maharshi Dayanand University 1996 — 2000
Bachelor of Engineering (B.E.), Mechanical Engineering
Bregal Partners July 2012 - June 2015
UBS Investment Bank May 2009 - June 2012
UBS Investment Bank June 2008 - August 2008
Morgan Stanley Investment Management June 2007 - August 2007
Skills
Investment Banking, Valuation, Financial Modeling, Bloomberg, Private Equity, LBO, Corporate Finance, DCF, Financial Analysis, Emerging Markets, Due Diligence, Capital Markets, Strategy, Leveraged Finance, Equities, Market Research
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.), Entreprenuerial Management
Duke University 2005 — 2009
BA, Economics, Chemistry
Westlake High School 2001 — 2005
FedEx Express December 2013 - Present
HBO Latin America July 2012 - December 2013
Darden Restaurants May 2011 - August 2011
Ally Financial Inc. (GMAC) January 2010 - July 2010
Ally Financial Inc. (GMAC) December 2007 - December 2009
Ford Motor Credit Company September 2006 - October 2007
Ford Motor Company July 2004 - September 2006
UBS Investment Bank May 2003 - August 2003
Skills
Account Reconciliation, Strategy, Process Improvement, Finance, Forecasting, Internal Controls, Variance Analysis, Analysis, Valuation, Budgets, Financial Modeling, Accounting, GAAP, SEC filings, Financial Analysis, Leadership, Investments, Corporate Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Corporate Finance Concentration
El Instituto Panamericano de Alta Dirección de Empresa (IPADE) / IPADE 2012 — 2012
MBA Exchange - Mexico City, Mexico
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
BBA, Accounting, Finance
Eastern Michigan University
CPA Requirements
Deutsche Bank July 2013 - Present
Merrill Lynch March 2010 - July 2013
JEFFERIES & COMPANY, INC November 2006 - March 2009
CITIGROUP SMITH BARNEY April 2005 - September 2005
UBS Investment Bank January 2001 - October 2003
Skills
Tactical Asset..., Technical Analysis, Fundamental Research, Due Diligence, Client Relationship..., Risk Management, Sales Presentations, Consultancy, Triathlon, Coaching, Equity Research, CRM, Trading, Investments, Asset Allocation, Derivatives, Research, Consultants, Portfolio Management, Equities, Asset Management, Investment Strategies, Finance, Strategy, Emerging Markets, Bloomberg, Analysis, Fund Of Funds, Financial Advisory, Fixed Income, Valuation, Mutual Funds
Education
NEW YORK UNIVERSITY/Leonard N. Stern School of BusinessNew 2004 — 2006
Master, Business Administration; Finance and Economics and Specialization in Finance Instruments and Markets
Duke University 1996 — 2000
Bachelor of Science, Biology; Chemistry; Biochemistry and Genetics
CEB 2013 - 2015
United States Marine Corps 2008 - 2013
Finnegan, Henderson, Farabow, Garrett & Dunner, LLP 2007 - 2008
UBS Investment Bank 2007 - 2007
Skills
Strategic Planning, Business Strategy, Project Management, Leadership, Program Management, IT Strategy, Military Operations, Active DoD Top Secret..., Government, Analysis, DoD, Strategy, Strategic Technology...
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA), Strategy and Operations
Stanford University Graduate School of Business
Stanford GSB Ignite Program in Innovation and Entrepreneurship
University of Virginia 2003 — 2007
Bachelor of Arts (B.A.), Government and Economics
Columbia High School
Jane Street Capital May 2015 - Present
New York University September 2014 - Present
UBS Investment Bank April 2014 - August 2014
Crédit Agricole CIB August 2013 - August 2013
Lycée Sainte-Geneviève April 2013 - June 2013
Marine Nationale December 2011 - April 2012
Marine Nationale September 2011 - November 2011
Skills
Electronic Trading, Quantitative Finance, Statistical Finance, Mathematical Modeling, Stochastic Processes, Algorithms, Statistical Modeling, Optimization, Time Series Analysis, Java, Unix, KDB+, Matlab
Education
New York University 2014 — 2015
The Courant Institute of Mathematical Sciences, M.S. Mathematics in Finance
Ecole polytechnique 2011 — 2014
Master's degree, Applied mathematics, rank: 33rd / over 400 students
Lycée Sainte-Geneviève 2009 — 2011
Classes préparatoires MPSI-MP* (option computer science), GPA: 3.99 / 4.00
Lycée Henri IV 2002 — 2009
Baccalauréat S, highest honors (18.23 / 20)
The Hartford May 2013 - Present
Carrier Corporation July 2010 - May 2013
UTC June 2007 - July 2010
Pratt & Whitney November 2005 - June 2007
UBS Investment Bank May 2005 - November 2005
UBS Investment Bank December 2004 - May 2005
Cutting Edge Pizza June 2002 - August 2004
Skills
Financial Modeling, Asset Based Lending, Valuation, DCF, Capital Structure, Corporate Finance, Risk Management, Private Equity, Mergers & Acquisitions, Due Diligence, Finance, Forecasting, Strategic Financial..., Strategy, Investment Banking, Business Development, Analysis, Capital Markets, Cash Management
Education
The University of Connecticut School of Business 2002 — 2004
MBA, International Business
EMLYON Business School 2004 — 2004
Global Strategy
University of New Haven 1995 — 1999
BS, Finance
UBS Investment Bank January 2014 - Present
Self Employed September 2010 - January 2014
Susquehanna International Group, LLP (SIG) May 2012 - May 2013
Citi Principal Strategies March 2008 - August 2010
GOLDMAN SACHS & CO April 2003 - February 2008
CITI (SALOMON SMITH BARNEY) May 2000 - April 2003
CIBC WORLDMARKETS January 1999 - May 2000
ERNST & YOUNG LLP June 1997 - December 1998
ROHM & HAAS May 1996 - August 1996
ATLANTIC RICHFIELD COMPANY 1994 - 1995
Skills
Financial Analysis, Alternative Investments, Strategic Analysis, Hedge Funds, Equities, Investments, Leveraged Finance, Asset Allocation, Due Diligence, Corporate Finance, Valuation, Financial Modeling, Mergers & Acquisitions, Portfolio Management, Trading, Analysis, Fixed Income, Finance, Risk Management, Economics, Options, Buy-side, Treasury Management, Consumer, Healthcare services, Strategic Consulting, Sales, Customer Service, Mentoring, PowerPoint, Microsoft Excel, Certified public..., Initial public offerings, Bloomberg, Competitive Analysis, DCF, Investment Banking, Financial Risk, IPO
Education
Duke University - The Fuqua School of Business 1995 — 1997
Master, Business Administration; Finance
University of Richmond
Bachelor of Science, Psychology and Business
University of Richmond - Robins School of Business
Bachelor of Science (BS), Accounting
Corporate Real Estate Consultant July 2015 - Present
Bloomberg LP October 2008 - June 2015
UBS Investment Bank September 2006 - December 2007
UBS AG January 2003 - August 2006
UBS AG January 2001 - January 2003
UBS AG January 1988 - January 2001
Citi January 1987 - January 1988
Citibank, Brazil January 1976 - January 1987
Construction Management & Architect - Self-employed January 1973 - January 1987
Architect June 1969 - December 1973
Skills
Project Management, Real Estate, Languages: Fluent in..., Languages: Understands..., Citizenship:..., Construction, Facilities Management, Corporate Real Estate, Residential Homes, Strategic Planning, Contract Negotiation, Research, Nonprofits, Photoshop, Pre-project Planning, Capital Budgeting, Technical Reviews and..., Environmental Impact..., Technical Standards and...
Education
ETH - Federal Institute of Technology, Zürich, Switzerland 1964 — 1969
Dipl. Arch. ETH, Architecture, Master Degree
Eidgenössische Technische Hochschule Zürich 1964 — 1969
Master of Architecture (M.Arch.), Architecture
Kanti Baden
Long Term Care Partners January 2014 - Present
various 1999 - Present
Long Term Care Partners June 2012 - January 2014
self-employed January 2010 - November 2013
UBS Investment Bank February 2003 - April 2011
ProAct Technologies March 1999 - December 2003
Skills
Graphics, Business Cards, Logo Design, Corporate Identity, Illustration, Graphic Design, Banners, Copy Editing, Photoshop, Logos, Visual Communication, Stationery, Communication Design, Writing, Speech Writing, Technical Writing, Corporate Communications, Drawing Skills, Oil Painting, Drawing, PowerPoint, Microsoft Office, Social Media, Blogging, Creative Writing, Adobe Creative Suite, Adobe Acrobat, Publications
Education
Emerson College 1994 — 1996
MA, Writing and Publishing
Macalester College 1988 — 1992
Brookline High
Genoa Partners LLC May 2015 - Present
BA Securities LLC March 2012 - Present
Objective Capital Partners April 2012 - May 2015
Pegasus Capital Group September 2008 - April 2011
Cappello Capital Corp. October 2005 - January 2007
UBS Investment Bank July 2004 - September 2005
Thomas Weisel Partners July 2003 - July 2004
Universal Studios October 2002 - April 2003
Lehman Brothers June 2001 - August 2002
Skills
Financial Modeling, Valuation, Mergers, Financial Analysis, Private Equity, Corporate Finance, Portfolio Management, Investments, Investment Banking, Due Diligence, Business Strategy, Strategic Planning, Restructuring, Equities, LBO, Leveraged Finance, Business Planning, Financial Planning, Budgeting, Entrepreneurship, Venture Capital, Excel, Microsoft Office, Competitive Analysis, Fundraising, Bloomberg, Forecasting, Debt, Business Valuation, Research, Negotiation, Management Consulting, Mergers & Acquisitions, Emerging Markets, Alternative Investments, Budgets
Education
Duke University 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Economics
Duke University 1997 — 2001
Bachelor of Science (B.S.), Business/Managerial Economics
UBS Investment Bank April 2010 - Present
Skills
Electronic Trading, Hedge Funds, Trading, FX Options, Financial Markets
Education
Seton Hall University School of Law 2003 — 2007
JD, Cum Laude
Seton Hall University- W. Paul Stillman School of Business 1997 — 1998
MBA, Business Administration and Management, General
East Carolina University 1984 — 1988
BA, Economics
Watchung Hills High School 1980 — 1984
HS Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Suffolk University Law School
Citi May 2012 - Present
JPMorgan Chase August 2008 - May 2012
Goldman Sachs March 2006 - June 2008
Headstrong 2006 - 2008
Prudential April 2005 - February 2006
UBS Investment bank November 2004 - April 2005
Accenture March 2001 - October 2004
Commerce One 2001 - 2002
SQL Star 1998 - 1999
TCS 1996 - 1998
Skills
Securities Lending, Equities, Fixed Income, Management, Collateral Management, Investment Banking, Reference Data, Bloomberg, Oracle, Electronic Trading, Equity Trading, Derivatives, SDLC, Requirements Analysis, Prime Brokerage, Settlement, Sybase, Capital Markets, Business Analysis, Trading Systems, Commodity, Equity Derivatives, Financial Services, Market Data, Middle Office, Software Project..., Vendor Management
Education
Napier University 2012 — 2014
Master of Business Administration (MBA)
Sikkim Manipal University of Health, Medical and Technological Sciences 2008 — 2010
MBA in IT Management
BTE 1992 — 1996
Computer Engineeing
Kendriya Vidyalaya 1983 — 1993
UBS Investment Bank March 2014 - Present
Skills
Economic Research, Economics, Econometrics, Ski, Macroeconomics, Stata
Education
Emory University 2008 — 2012
Lakeside School 2005 — 2008
McKinsey & Company June 2011 - Present
UBS Investment Bank June 2010 - August 2010
Lehman Brothers July 2008 - February 2009
Lehman Brothers January 2008 - July 2008
Lehman Brothers November 2006 - January 2008
Accenture August 2004 - November 2006
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking, Corporate Finance, Due Diligence, Financial Analysis, Investments, Business Strategy, Portfolio Management, Asset Management, Analysis, Strategy, Investment Management, Hedge Funds, Finance, Management Consulting, Management
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration, Finance, Accounting, Economics
Duke University 2000 — 2004
BSE, Biomedical Engineering
UBS Investment Bank 2014 - Present
UBS Investment Bank 2009 - 2013
Carlyle Blue Wave 2006 - 2008
Millennium Partners 2005 - 2006
Deutsche Bank Securities 2004 - 2005
UBS Investment Bank 1998 - 2004
Skills
Equity Derivatives, Equities, Hedge Funds, Derivatives, Options, Trading, Trading Systems, Electronic Trading, Investment Banking, Volatility, Bloomberg, Series 7, Equity Trading, Fixed Income, Investments
Education
Duke University - The Fuqua School of Business
MBA, Finance, General
Wake Forest University
Bachelor of Science (BS), Business, cum laude
X-Change Financial Access (XFA) July 2003 - Present
Illinois Mentoring Partnership October 2012 - February 2014
CX Capital Markets January 2009 - June 2013
UBS Investment Bank January 2001 - July 2003
Paine Webber March 1981 - January 2001
Skills
Electronic Trading, Options, Derivatives, Equities, Trading Systems, Equity Derivatives, Securities, FINRA, Series 63, Proprietary Trading, Series 7, ETFs, Investments, Equity Trading, Trading, Hedging, Commodity, International..., International Business, Executive Financial..., Stock Trading, Securities Market
Education
Elmhurst College 1995 — 1998
Bachelor of Science (BS), Business Administration, Management and Operations
Montini Higjh school 1973 — 1977
UBS Investment Bank September 2014 - Present
Mizuho Securities USA Inc. July 2011 - July 2014
J.P. Morgan 2002 - 2011
Stax Inc. 2002 - 2003
Comdisco Ventures 2002 - 2002
Banc of America Securities 1999 - 2001
Skills
Equities, Bloomberg, Capital Markets, Equity Research, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Securities, Trading, Valuation, Venture Capital
Education
Emory University 1995 — 1999
BA, Political Science
Holderness School 1991 — 1995
Texas A&M University June 2011 - October 2012
Nepal Investment Bank Limited November 2008 - June 2010
Nepal Investment Bank Limited June 2008 - November 2008
UBS Investment Bank August 2007 - March 2008
Elenoff, Grossman & Schole, LLP May 2007 - August 2007
Unilever May 2005 - July 2005
Skills
SPSS, JMP, Adobe InDesign, Microsoft Excel, Microsoft Word, PowerPoint, Visio, Research, Data Analysis, Quantitative Research, Data Collection, Statistical Data..., InDesign, Acess, Qualitative Research, Data Coding, Web-based Research, Spreadsheets, Qualitative Data, Transcribing, V Lookups, Regression Testing, Market Research, Market Analysis, Pivot Tables, Public Speaking, Corporate Communications, Marketing Communications, Stata
Education
Texas A&M University 2011 — 2012
Master of Science (M.S.), Recreation, Park and Tourism Sciences, 4.0
Elizabethtown College 2004 — 2007
Bachelor of Science (B.S.), Business Administration; Finance & Marketing, 3.2
Laxman Public School 2001 — 2003
C.B.S.E, Physics, Chemistry, Biology, Mathematics
Shuvatara School 1993 — 2001
S.L.C
Credit Suisse July 2010 - Present
UBS Investment Bank May 2001 - May 2009
Street & Smith's Sports Business Journal 1999 - 2001
Atlanta Business Chronicle 1997 - 1999
Skills
Corporate Communications, Internal Communications, Crisis Communications, Advertising, Strategic Communications, Media Relations, Communications Planning, Corporate Social..., Social Media, Editing, Employee Engagement, Sponsorship, Journalism, Marketing Strategy, Strategy, Publications, Investor Relations, Press Releases, Speech Writing, Leadership, Public Relations, Communication Training, Crisis Management, Messaging
Education
Emory University 1992 — 1996
BA, International Studies
INTL FCStone Inc. July 2015 - Present
FCStone LLC (an INTL FCStone Inc company) June 2015 - Present
GIC July 2014 - June 2015
Macquarie infrastructure and Real Assets August 2012 - July 2014
UBS Investment Bank 2009 - August 2012
Education
Harvard University
Emerson College
Ibmec 2000 — 2002
First Republic Bank October 2013 - Present
UBS Investment Bank September 2013 - October 2013
Hola Restaurant September 2008 - August 2010
Skills
Customer Service, Microsoft Office, Leadership, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Time Management, Research, Event Planning
Education
Amiens School of Management 2012 — 2013
Eckerd College 2009 — 2013
Bachelor's degree, International Business
Northwestern University / Argonne National Laboratory September 2011 - Present
Venture Cup November 2012 - March 2013
UBS Investment Bank April 2011 - August 2011
Fermilab / University of Illinois at Chicago September 2010 - January 2011
Skills
C++, Fortran, Python, Mathematica, Linux, Particle Physics, Monte Carlo Simulation, Machine Learning, Statistical Data..., Neural Networks, Computational Physics, Multivariate Analysis, Logistic Regression, Bayesian statistics, LaTeX, High Performance..., Theoretical Physics, Bash, Artificial Neural..., Statistics, Multithreading, Parallel Programming, Numerical Simulation, Shell Scripting, Communication Skills, Written & Oral..., Scientific Writing, Market Research, Microsoft Excel, Project Management, Quantitative Research, High Analytical Skills, NumPy, pandas, scikit-learn, Mathematical Modeling, Linear Algebra, Data Analysis, Financial Analysis, Scientific Computing, Science
Education
Northwestern University 2011 — 2015
Doctor of Philosophy (Ph.D.), Elementary Particle Physics
Eidgenössische Technische Hochschule Zürich 2009 — 2011
Master of Science (MS), Physics
Eidgenössische Technische Hochschule Zürich 2006 — 2009
Bachelor of Science (BS), Physics
Kepos Capital, L.P. November 2010 - Present
Satellite Asset Management July 2007 - September 2011
UBS Investment Bank December 2004 - July 2007
UBS Investment Bank June 2004 - December 2004
UBS Investment Bank October 1999 - June 2004
KPMG September 1997 - October 1999
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance, Management
Eastern Connecticut State University 1992 — 1997
BS, Accounting
EC-Council June 2015 - Present
EC-Council September 2014 - Present
UBS Investment Bank August 2013 - August 2014
Eckerd College May 2013 - August 2013
Eckerd College January 2010 - May 2013
Rasky Baerlein Strategic Communications June 2011 - August 2012
Victoria's Secret June 2009 - August 2011
Skills
Editing, Public Speaking, Facebook, Time Management, Research, SPSS, PowerPoint, Social Networking, Event Planning, Microsoft Office, Fundraising, Critical Thinking, Microsoft Word, Psychology, Social Media, Microsoft Excel, Leadership, Statistics, Nonprofits, Public Relations, Accounting Applications, Media Planning, Professional Phone..., Stock Research, Interviews, Customer Service, Teamwork, Communication, Writing
Education
St. Mary's University College Twickenham, London 2013 — 2014
Postgraduate Certification, International Business
Eckerd College 2009 — 2013
Bachelor of Arts (BA), Psychology
Newton South
CittaCorp March 2015 - Present
General Assembly 2014 - 2014
JK Macs Inc. 2013 - 2014
Hoxton Arches 2012 - 2014
High Roller Society January 2010 - July 2012
Arch 402 Gallery January 2011 - July 2011
Hudson Architects March 2008 - December 2010
ArtTactic June 2008 - August 2008
UBS Investment Bank August 2006 - August 2007
Skills
Art, Brand Development, Creative Direction, Guerrilla Marketing, Fine Art, Arts Administration, Contemporary Art, Art Exhibitions, Commissioning, Ideas Development, Drawing, Art History, Entrepreneurship, Graffiti, Galleries, Social Media, Talent Management, Image Editing, Email Marketing, Marketing Strategy, Business Strategy, Project Management, Curating, Artist Management, Arts Advocacy, Art Advisory, Creative Content..., Product Development, Product Management
Education
Sotheby's Institute of Art 2007 — 2008
MA
The Art Institute of Boston 2000 — 2005
BFA
Emerson College 2002 — 2003
Rhode Island School of Design 1999 — 1999
pre-college program
Ares Management March 2013 - Present
UBS Investment Bank July 2011 - March 2013
UBS Investment Bank June 2010 - August 2010
Religare June 2009 - August 2009
Apple November 2007 - May 2009
Skills
Valuation, Due Diligence, Mergers, LBO, Leveraged Finance, DCF, Investments, High Yield, Capital Structure, Credit Analysis, Finance, Sell Side, Financial Modeling, Investment Banking, Bloomberg, Mergers & Acquisitions, Economics, Corporate Finance, Capital Markets, Equity Research
Education
Emory University 2009 — 2011
BA, Economics
University of Tennessee-Knoxville - College of Business Administration 2007 — 2009
Dobyns-Bennett High School 2003 — 2007
UBS Investment Bank August 2015 - Present
Slovak Telekom September 2014 - August 2015
IBM September 2013 - September 2014
Asseco Central Europe, a.s. July 2013 - January 2014
IBM November 2012 - September 2013
DT LEGAL, s.r.o. October 2011 - November 2012
Kaufland, v.o.s. December 2007 - September 2011
Slovak - Japanese Chamber of Commerce May 2008 - December 2008
ISTROBANKA July 2007 - August 2007
Skills
Accounting, Excel, PowerPoint, Accounts Payable, Outlook, Microsoft Office, Access, Accounts Receivable, Financial Reporting, Invoicing, Telephone Skills, Lotus Notes, Word, Office Management, Administration, Research, Banking, Statistics, Budgeting, Data Analysis, English, Database Administration, Microsoft Word, Human Resources, Microsoft Excel, Management, Business Analysis, Analysis, Teamwork, Finance, Team Leadership, Time Management, SAP, Team Management, Sales, Training, Strategy, Communication, Project Management, Customer Service, Marketing
Education
University of California, Berkeley 2014 — 2014
Bachelor's Degree, Business Administration and Management, General, A-; B+
University of Economics in Bratislava 2012 — 2014
Master’s Degree, Finance and Financial Management Services
University of Economics in Bratislava 2009 — 2012
Master’s Degree, Faculty of Business Management
GI Partners August 2015 - Present
UBS Investment Bank July 2013 - June 2015
Campus Enterprises April 2010 - May 2013
UBS Investment Bank June 2012 - August 2012
Clearview Capital LLC May 2011 - July 2011
Skills
Economics, Financial Modeling, Microsoft Office, Microsoft Excel, PowerPoint, Corporate Finance, Financial Analysis, Entrepreneurship, Research, Strategy, Leveraged Finance
Education
Duke University 2009 — 2013
BSc, Economics; Finance
University of New South Wales 2011 — 2011
Staples High School 2005 — 2009
Signal Genetics, Inc September 2014 - Present
GenMark Diagnostics August 2011 - May 2014
Navy Marine Corps Relief Center January 2010 - November 2010
UBS Investment Bank November 2006 - July 2009
Managers Investment Group December 2005 - November 2006
The Connecticut Audubon Society April 2004 - November 2005
CompHealth April 2002 - March 2004
Respond Inc October 2000 - November 2001
Micro-Designs Software Corp March 1998 - September 2000
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Project Management, Strategic Planning, Data Analysis, Budgets, Customer Service, Research, Outlook, Event Planning, Marketing, Administrative..., Program Management, Healthcare, Executive Level..., Software Documentation, Training, Process Improvement, Time Management, Meeting Scheduling, Meeting Planning, Events Coordination, Strategy, Administrative..., Office Administration
Education
Eastern Connecticut State University
BACHELOR OF SCIENCE, Business Administration; Psychology
Kayne Anderson Capital Advisors, L.P. June 2015 - Present
UBS Investment Bank August 2012 - June 2015
Barclays Investment Bank July 2009 - July 2012
Lehman Brothers May 2008 - June 2008
Morgan Stanley January 2005 - June 2007
Skills
Capital Markets, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Due Diligence, Financial Structuring, Investment Banking, Valuation, Private Equity, Negotiation, MLP, Oil & Gas Industry, Midstream, Business Development, Operational Due..., Financial Statement..., Financial Engineering, Pipelines, Shale, Hedge Funds, Asset Management, Closed-end Funds, Alternative Investments, Investments, Trading, Energy Markets, Buy-side, Equities
Education
Duke University - The Fuqua School of Business 2007 — 2009
Master of Business Administration (MBA), Accounting / Finance
University of California, Davis
Bachelor's degree, Economics / Psychology
Rio Americano HS
Opportune LLP August 2015 - Present
J.P. Morgan September 2012 - August 2015
Sirius Solutions February 2007 - September 2012
UBS Investment Bank June 2007 - October 2008
JP Morgan October 2004 - February 2007
DKR Capital July 2003 - October 2004
Allegheny Energy Supply May 2001 - June 2002
BNP Paribas August 2000 - May 2001
Morgan Stanley December 1999 - August 2000
Fiduciary Trust Company International June 1998 - December 1999
Skills
Energy Trading, ETRM, Energy, Trading, Trading Systems, Requirements Analysis, Business Requirements, Requirement..., Functional..., Functional Requirements, Software Requirements, System Requirements, Electricity, Electricity Markets, Commodities, Commodity Markets, Commodity Risk..., Commodity, IT Solutions, IT Service Management, Software Development, Software Project..., Software Design, Software Quality..., Agile Project Management, Agile Methodologies, Business Analysis, Business Process, Business Process..., Business Process..., Product Control, P&L Analysis, Financial Reporting, Executive Reporting, Risk Management, Operational Risk, Liquidity Risk, Liquidity Analysis, SOX Compliancy, Python, VBA, Microsoft SQL Server, Endur, TriplePoint, Allegro, DBArtisan, Natural Gas, Oil/Gas, Emissions Trading, Market Risk
Education
East Carolina University 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Brookfield High School 1990 — 1994
Facebook February 2015 - Present
Facebook January 2014 - Present
TEKsystems January 2013 - January 2014
TEKsystems February 2011 - January 2013
UBS Investment Bank August 2009 - August 2010
First Empire Securities, Inc 2008 - 2009
Skills
Business Analysis, Team Leadership, Cold Calling, Access, Sales, Recruiting, Technical Recruiting, Analysis, Staffing Services, Applicant Tracking..., Internet Recruiting, Training, SDLC, Vendor Management
Education
Saint John's University 2006 — 2009
Bachelor of Science Degree, Finance
Duquesne University 2004 — 2006
Bachelor of Science Degree, 2004 - 2006
TD February 2010 - Present
TD January 2010 - Present
Morgan Stanley Investment Management September 2004 - August 2010
UBS Investment Bank April 1998 - July 2004
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Loans, Small Business Lending, Retail Banking, Credit Analysis, Mortgage Lending, Portfolio Management, Consumer Lending, Credit Risk, Lines Of Credit, Risk Management, Wealth Management, Capital Markets, Fixed Income, Financial Risk, Investments, Relationship Management
Education
Florida State University 1986 — 1989
International Business
Duke University 1984 — 1985
Undergraduate Work
Bunge March 2011 - Present
Bunge January 2009 - March 2011
UBS Investment Bank July 2008 - December 2008
UBS Investment Bank February 2007 - July 2008
Direct Energy April 2005 - January 2007
IBM December 2003 - July 2004
Skills
Variance Analysis, Auditing, Corporate Finance, Account Reconciliation, Analysis, Budgets, Sarbanes-Oxley Act, Business Planning, Management, Tax, Trading, Energy, Valuation, Accruals, Cash Flow Forecasting, Financial Analysis, US GAAP, Forecasting, Commodity, Financial Modeling
Education
East Carolina University 2000 — 2004
B.S.B.A, Managerial Accounting and Managerial Finance (Double
East Carolina University - College of Business 2000 — 2004
BSBA, Accounting and Finance
Cantor Fitzgerald 2009 - Present
UBS Investment Bank 2000 - 2009
VendQuest 1998 - 1999
Morgan Stanley 1995 - 1998
Price Waterhouse Management Consultants 1993 - 1995
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance
Duquesne University 1989 — 1993
Bachelor of Science (BS), Finance
RBC Capital Markets 2014 - Present
Société Générale 2013 - 2014
UBS Investment Bank 2012 - 2013
UBS Investment Bank 2009 - 2012
CIT Group 2008 - 2009
Skills
Investment Banking, M&A experience, Financial Modeling, Valuation, Due Diligence, Analysis, Leveraged Finance, Financial Analysis, Corporate Finance, Credit Analysis, Finance, Series 7, Mergers & Acquisitions, LBO, Equities, DCF, Portfolio Management, Capital Markets
Education
Emory University - Goizueta Business School 2004 — 2008
Bachelor of Business Administration (BBA), Finance and Management; Economics Minor
UBS Investment Bank June 2013 - Present
UBS Investment Bank June 2012 - August 2012
CITIC Capital July 2011 - August 2011
BOC International May 2011 - July 2011
Skills
Bloomberg
Education
Duke University 2009 — 2013
NEYC
Bee's Knees Baking Company January 2012 - Present
Key Asset Management 2008 - March 2012
Quaesta Capital AG 2007 - 2008
UBS Investment Bank 2004 - 2006
Skills
Portfolio Management, Investments, Hedge Funds, Equities, Business Development, Investment Banking, Wealth Management, Structured Products, Financial Markets, Alternative Investments, Investment Strategies, Asset Managment, Trading, Asset Management
Education
2000 — 2003
Bachelor, Hotel Management
UBS Investment Bank June 2015 - Present
PwC September 2011 - July 2014
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Vanderbilt University
Master of Accountancy
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Economics
The Bishop's School
High School Diploma
Société Générale June 2014 - Present
Societe Generale February 2013 - Present
UBS Investment Bank July 2012 - October 2012
UBS Investment Bank June 2011 - August 2011
Education
Duke University 2008 — 2012
BA, Public Policy Major, Economics Minor, Markets and Management Studies
Staples High School
The Walt Disney Company May 2012 - Present
Best Practices, LLC October 2011 - February 2012
UBS Investment Bank May 2011 - July 2011
Standard Chartered Bank July 2010 - September 2010
China Jianyin Investment Securites July 2009 - September 2009
HSBC May 2009 - July 2009
Skills
Bloomberg Terminal, Excel, PowerPoint, Capital IQ, Capital Markets, Microsoft Office, Presentation Development, SAS/SQL, Access, Matlab, SAP, Ariba, AMOS, Financial Analysis, Data Analysis, Statistical Modeling
Education
Duke University - The Fuqua School of Business 2011 — 2012
MMS, Management Studies
University of Macau 2007 — 2011
BS, Finance
Indiana University of Pennsylvania 2008 — 2009
Exchange Study, Finance
Universität Wien / University of Vienna 2008 — 2008
Summer Study, International Relations and Affairs
JP Morgan NY May 2015 - Present
J.P. Morgan, London & NY February 2013 - May 2015
UBS Investment Bank April 2011 - February 2013
UBS Investment Bank June 2010 - September 2010
Accélios Utilities June 2009 - August 2009
Société Générale June 2008 - July 2008
Skills
Quantitative Analytics, Mathematical Modeling, C++, Interest Rate..., Quantitative Finance, Fixed Income, Stochastic Calculus, Finance quantitative, Obligations/titres à..., Produits dérivés de..., Gestion des risques, Analyse quantitative, Finance
Education
Paris VI University 2010 — 2011
Master 2 Probabilités et Finance (DEA El Karoui)
Imperial College London 2009 — 2010
MSc Mathematics and Finance
École Supérieure d'Électricité 2007 — 2010
Ingénieur Supélec
Lycée Condorcet 2005 — 2007
Classes Preparatoires, MPSI, MP*
SunTrust Bank 2012 - Present
UBS Investment Bank September 1997 - April 2010
Bank of Tokyo-Mitsubishi April 1994 - August 1997
Bank of Tokyo-Mitsubishi April 1992 - April 1994
Bank of Tokyo-Mitsubishi April 1990 - April 1992
Bank of Tokyo-Mitsubishi July 1989 - April 1990
National Westminster Bank August 1988 - July 1989
Atlanta Representative Office July 1985 - July 1988
Skills
Capital Markets, Investment Banking, Credit
Education
Fordham University 1990 — 1991
Master, Business Administration; Finance
Emory University 1981 — 1985
Bachelor, Business Administration; Finance
Brooklyn, New York Real Estate Support Hyperion PlanningING Commercial BankingNovember 2011 - July 2013
ING Real Estate Investment Management May 2008 - November 2011
KPMG Advisory June 2007 - August 2007
UBS Investment Bank January 2006 - July 2006
UBS Investment Bank 2000 - 2006
Cap Gemini February 1999 - June 2000
Skills
Project Management, Strategy, Leadership, Business Analysis, Change Management, Banking, IT Management, Business Process..., Process Improvement, Mergers, Strategic Planning
Education
RSM Erasmus Universiteit / Rotterdam School of Management 2006 — 2008
Full-time International MBA, Business Administration and Management, General
Napier University 1997 — 1998
PgDip, Information Systems
The University of Edinburgh 1989 — 1992
LLB, Law
Morrison & Foerster LLP April 2015 - Present
Sullivan & Cromwell LLP January 2011 - April 2015
Sullivan & Cromwell LLP June 2006 - December 2010
UBS Investment Bank May 2005 - May 2006
Sullivan & Cromwell LLP September 2001 - May 2005
Skills
Bank Regulatory, Cross-border...
Education
University of Pennsylvania Law School 1998 — 2001
J.D.
Emory University 1992 — 1997
Doctor of Philosophy (Ph.D.), Biochemistry and Molecular Biology
Nankai University 1985 — 1989
Bachelor's Degree, Bioengineering
Highbridge Principal Strategies August 2013 — Present
Citigroup 2008 — July 2013
UBS Investment Bank 2007 — 2008
Amaranth 2004 — 2006
Enron 1995 — 2004
First NBC Bank 1990 — 1993
Skills
Asset Management, Capital Markets, Commodity, Commodity Markets, Corporate Finance, Derivatives, Due Diligence, Energy, Equities, Finance, Financial Analysis, Financial Modeling, Financial Structuring, Hedge Funds, Investment Banking, Mergers, Mergers, Portfolio Management, Private Equity, Restructuring, Risk Management, Trading, Valuation, Financial Risk
Education
Duke University - The Fuqua School of Business 1993 — 1995
Master of Business Administration (MBA)
Louisiana State University 1986 — 1990
Bachelor of Science (BS), Finance
FastMatch Inc January 2014 - March 2015
Credit Suisse November 2007 - January 2014
UBS Investment Bank November 2004 - September 2007
UBS Wealth Management November 2000 - September 2004
Skills
Electronic Trading, FX Options, Asset Management, Capital Markets, Derivatives, Emerging Markets, Equities, FX trading, Financial Markets, Fixed Income, Foreign Exchange, Hedge Funds, Investment Banking, Options, Prime Brokerage, Proprietary Trading, Trading, Trading Systems, FX Trading
Education
Duke University 1996 — 1997
MA, Economics
Hobart and William Smith Colleges 1989 — 1993
Jefferies & Company December 2012 - Present
Jefferies & Company July 2009 - December 2012
UBS Investment Bank July 2006 - July 2009
UBS July 2003 - July 2006
Skills
LBO, Financial Modeling, Valuation, Capital Markets, Investment Banking
Education
Duke University 1999 — 2003
B.S., Economics and Biology
Allscripts September 2010 - Present
University of North Carolina at Chapel Hill June 2009 - November 2011
Lenovo May 2007 - May 2009
UBS Investment Bank 2005 - 2007
Skills
Business Intelligence, Data Mining, PL/SQL, Oracle, Data Warehousing, Requirements Analysis, Databases, SQL, Agile Methodologies, SDLC, Business Objects, Software Project..., Unix
Education
Duke University 2002 — 2005
Master of Science (MS), Computer Science
Osmania University 1998 — 2002
Bachelor of Engineering (BEng), Computer Science and Engineering
J.P. Morgan February 2014 - Present
UBS Investment Bank March 2010 - Present
Barclays Capital June 2011 - June 2012
PricewaterhouseCoopers September 2008 - March 2010
Skills
Financial Modeling, Financial Analysis
Education
Emory University - Goizueta Business School 2004 — 2008
mimivail November 2011 - Present
UBS Investment Bank January 2001 - October 2011
DLJ 1998 - 2000
Education
Duke University 1995 — 1998
Darien High School
The Related Companies February 2011 - Present
Lubert-Adler Partners December 2005 - January 2011
UBS Investment Bank June 2004 - November 2005
Education
Duke University 2000 — 2004
B.S.
Jefferies LLC May 2014 - Present
UBS Investment Bank July 2010 - April 2014
Wells Fargo Securities May 2006 - June 2010
Banc of America Securities March 2004 - May 2006
UBS Investment Bank October 2001 - March 2004
Arthur Andersen September 1998 - October 2001
Education
Emory University 1994 — 1998
BBA, Business; Accounting
Emory University - Goizueta Business School 1994 — 1998
BBA, Accounting
Societe Generale July 2009 - Present
UBS Investment Bank April 2007 - June 2009
BNP Paribas December 1994 - February 2007
French Navy September 1993 - December 1994
Skills
Equity Derivatives, Equities, Derivatives, Trading Systems, Proprietary Trading, Market Making, Quantitative Finance, Electronic Trading, Trading, Options, Fixed Income, Structured Products, Arbitrage, Volatility, Hedge Funds, FX Options, Interest Rate..., Financial Markets, Swaps, Quantitative Investing, Credit Derivatives, Quant, Capital Markets, Hedging, Investment Banking, Trading Strategies, Market Risk
Education
Ecole nationale des Ponts et Chaussées 1990 — 1993
Morgan Stanley Wealth Management November 2012 - Present
UBS Investment Bank June 2011 - November 2012
UBS Investment Bank March 2007 - August 2011
Drinker Biddle & Reath LLP September 1997 - February 2007
Skills
Employee Relations, Change Management, Compensation, Mergers, Talent Development
Education
Villanova University School of Law 1994 — 1997
J.D.
Elizabethtown College 1989 — 1993
BA, English/Communications
Premier Physician Services November 2012 - Present
Duke University Health System 2010 - November 2012
Consultant March 2010 - October 2012
Camras Vision, Inc. April 2010 - January 2012
UBS Investment Bank June 2010 - August 2010
Cooper University Hospital June 2006 - June 2009
Skills
Healthcare, Medical Devices, Financial Modeling, Business Strategy, Market Research, Corporate Development, Due Diligence, Entrepreneurship, Competitive Analysis, Biotechnology, Internal Medicine, Hospitals, EMR, Start-ups, Strategy
Education
Duke University - The Fuqua School of Business
MBA, Health Sector Management, Finance
University of Medicine and Dentistry of New Jersey -Robert Wood Johnson Medical School
MD, Internal Medicine
Washington University in St. Louis
BA, Biology, Finance
UBS Investment Bank May 2013 - Present
Nomura Securities 2011 - March 2013
Goldman Sachs July 2010 - June 2011
Credit Suisse June 2009 - August 2009
Goldman Sachs 2005 - 2008
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA, Corporate Finance
Hofstra University 2003 — 2005
BBA, Finance
UBS Investment Bank managing directormerrill lynch1988 - 1996
Education
University of Pennsylvania - The Wharton School 1990 — 1992
Duke University 1984 — 1988
BS, Electrical Engineering / Economics
Babcock & Wilcox July 2015 - Present
The Babcock & Wilcox Company October 2011 - June 2015
Olympus Partners August 2010 - August 2011
Edgeview Partners June 2008 - June 2010
UBS Investment Bank June 2007 - August 2007
Skills
Equities, DCF, Finance, Analysis, Acquisitions, M&A experience, Strategy, Data Analysis, Microsoft Excel, Economics, Risk Management, Joint Ventures
Education
Duke University - Fuqua School of Business 2013 — 2014
Executive MBA
Vanderbilt University 2004 — 2008
BA, Economics
Forest Hills Central High School 2000 — 2004
Grand Rapids, MI
Aperio Genetics April 2015 - Present
Neolitics, Inc. April 2015 - Present
UBS Investment Bank August 2012 - March 2015
UBS INVESTMENT BANK June 2011 - August 2011
JET INVESTMENT RESEARCH July 2009 - June 2011
CLEARVIEW HEALTHCARE PARTNERS, LLC May 2008 - January 2009
COWEN AND COMPANY, LLC August 2006 - January 2008
iNETWORKS ADVISORS, LLC August 2003 - July 2006
Skills
Investments, Hedge Funds, Asset Management, Private Equity, Investment Banking, Venture Capital, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Portfolio Management, Mergers, Emerging Markets, Financial Analysis, Business Strategy, Equity Research, Corporate Development, Entrepreneurship, Competitive Analysis, Business Valuation, Funding, Mergers & Acquisitions, Strategy, Finance, Private Placements, IPO, Capital Markets, Healthcare, Equities, Biotechnology, LBO, M&A experience, DCF, Equity Valuation
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration; Finance, 3.6
University of Pittsburgh School of Medicine 1996 — 2003
Doctor of Medicine
University of Pittsburgh Biomedical Scientist M.D. / Ph.D. Program
Ph.D. Associate, Molecular Genetics
The Johns Hopkins University
Bachelor of Arts, Molecular Cell Biology, 3.6
Upper St. Clair High School 1988 — 1992
4.0
Nootools llc 2004 - Present
Nootools llc (a Structured Solutions company) 2004 - Present
UBS Investment Bank April 1997 - June 2004
UBS 1997 - 2004
Skills
Derivatives, Capital Markets, Equity Derivatives, Product Design, Manufacturing, Manufacturing Start-Up, Global Sourcing, Product Launch, Online Product Launches, Consumer Products, Financial Structuring, Management, Private Equity, Equities, Marketing, Emerging Markets, Business Development, Start-ups, Entrepreneurship, Strategy
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance and Marketing
Duke University 1977 — 1981
BA, Economics
Northfield Savings Bank VT March 2015 - Present
Braintree Hill Consulting July 2013 - December 2014
UBS Investment Bank August 1992 - June 2013
Chicago Research and Trading Group, Ltd. 1987 - 1992
Royal Bank of Canada July 1980 - August 1987
Skills
Capital Markets, Credit Analysis, Derivatives, Equity Derivatives, Trading Systems, Structured Products, Electronic Trading, Options, Trading, Emerging Markets, Financial Markets, Series 7, Commodity
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1978 — 1980
Master of Business Administration (MBA), Finance, General
Earlham College 1974 — 1978
BA, Economics
RoundTable Financial Group May 2014 - Present
Enclave Capital, LLC June 2011 - October 2013
Mitsubishi UFJ Securities January 2009 - March 2011
UBS Investment Bank August 1996 - April 2008
Robert Fleming July 1993 - July 1996
Baring Securities June 1990 - July 1993
Kidder Peabody July 1983 - July 1987
Skills
Equities, Capital Markets, Hedge Funds, Investment Banking, Emerging Markets, Equity Research, Trading, Securities, Investments, Financial Markets, Valuation, Electronic Trading, Series 7
Education
Duke University - The Fuqua School of Business 1988 — 1990
Master of Business Administration (MBA), Finance, General
University of Vermont 1979 — 1983
BA, Economics & Political Science
UBS Investment Bank July 2013 - Present
UBS Investment Bank June 2012 - August 2012
Deloitte Financial Advisory Services LLP 2008 - June 2011
Morgan Stanley June 2008 - August 2008
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Strategy, Corporate Finance, Mergers & Acquisitions, Data Analysis, Analytics, Business Strategy, Business Analysis, Project Management, Financial Reporting, Series 63, Series 79
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2013
Master of Business Administration (MBA)
Duke University 2004 — 2008
Economics, Chinese Language and Literature
Wells Fargo Securities May 2011 - Present
CapRok Capital January 2009 - March 2011
UBS Investment Bank September 2006 - December 2008
Skills
Capital Markets, Fixed Income, Investment Banking, Structured Products, Financial Structuring, Portfolio Management, Hedge Funds, Derivatives, Hedging, Management
Education
Duke University - The Fuqua School of Business 1994 — 1996
M.B.A., Finance
University of Michigan - Stephen M. Ross School of Business 1988 — 1992
Bachelor’s Degree, Finance
Hammond Hanlon Camp LLC May 2015 - Present
Scott-Macon, Ltd. March 2014 - May 2015
Mensura Securities, LLC / Mensura Capital, LLC November 2012 - March 2014
Navigant Capital Advisors August 2010 - October 2012
RiskMetrics Group February 2010 - August 2010
Avalon Group Ltd. June 2009 - April 2010
UBS Investment Bank 2008 - 2009
The Lenox Group May 2007 - August 2007
Paul, Weiss, Rifkind, Wharton & Garrison LLP 2002 - 2004
Skills
CIRA, Series 7, Series 63, Valuation, Financial Modeling, Business Writing, DCF, Healthcare, Energy, Renewable Energy, Microsoft Excel, PowerPoint, Microsoft Word, Markit, Bloomberg, Thomson One Banker, Debtwire, LCD Comps, Capital IQ
Education
Emory University - Goizueta Business School 2006 — 2008
Master of Business Administration (MBA)
Emory University School of Law 2004 — 2008
Doctor of Law (JD)
Williams College 1997 — 2001
Bachelor of Arts (BA), Political Economy
The Hotchkiss School 1993 — 1997
UBS Investment Bank 2000 - 2007
UBS Hong Kong 2000 - 2007
ubs 1990 - 2007
UBS Wealth Management 1998 - 2000
Union Bank of Switzerland 1993 - 1998
Skills
Capital Markets, Investment Banking, Equities, Alternative Investments, Mergers & Acquisitions, Corporate Finance, Financial Markets, Portfolio Management, Hedge Funds, Private Equity, Fixed Income, Equity Research, Derivatives, Wealth Management, Structured Products, Investments, Financial Modeling, Trading, Valuation, Asset Management, Due Diligence, Emerging Markets
Education
Duke University - The Fuqua School of Business 1987 — 1990
MBA, Finance
Duke University School of Law 1978 — 1981
JD, Law
Princeton University 1973 — 1978
AB, History
Ludwig-Maximilians Universität München
CITI July 2008 - Present
Citibank 2008 - 2010
UBS Investment Bank April 2005 - April 2008
Bank One/Chase 2000 - 2004
Education
Edith Cowan University
BA, Marketing
Spotify April 2014 - Present
Citi September 2013 - April 2014
UBS Investment Bank August 2010 - August 2013
UBS Investment Bank June 2009 - August 2009
Con Edison July 2006 - July 2008
Thornton Tomasetti June 2004 - June 2006
Skills
Energy, Valuation, Strategy, Renewable Energy, Private Equity, Financial Modeling, Corporate Finance, Team Leadership, Venture Capital, Capital Markets, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA
Duke University 2000 — 2004
BSE, Mechanical Engineering / Economics
German Swiss International School 1993 — 2000
UBS Investment Bank 2010 - Present
Skills
Valuation, Hedge Funds, Financial Analysis, Securities, Series 63, Investments, Electronic Trading, Asset Management, Equity Derivatives, Trading Strategies, Trading, Series 7, Equity Research, Alternative Investments, Equities, Fixed Income, Options, Equity Trading, Derivatives, Trading Systems, Bloomberg, Financial Markets, Structured Products, Credit Derivatives, Hedging, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
MBA, Finance
Emory University 1979 — 1983
BBA, General Business
Peter B. Cannell January 2015 - Present
Fidelity Investments August 2012 - January 2015
Fidelity Investments June 2011 - August 2011
Sentinel Capital Partners July 2007 - July 2010
UBS Investment Bank 2004 - 2007
Fidelity Investments June 2003 - August 2003
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA
Emory University 2000 — 2004
BBA, Finance
AIG September 2014 - Present
UBS Investment Bank September 2009 - July 2014
ZAIS Group, LLC August 2008 - September 2009
Bear Stearns July 2006 - June 2008
JPMorgan Chase July 1999 - July 2006
Education
Emory University 1996 — 1999
BA, Economics / Mathematics
Hunter College High School 1989 — 1995
Diploma
CBS Local May 2014 - Present
ABC News January 2013 - February 2014
Barclays June 2011 - October 2012
Barclays June 2010 - August 2010
Deutsche Bank July 2008 - June 2009
UBS Investment Bank August 2007 - April 2008
Bear Stearns 2004 - 2007
Skills
Strategy, Valuation, Investment Banking, Financial Modeling, Business Strategy, Business Development, Digital Media, Strategic Partnerships, Cross-functional Team..., Contract Negotiation, Due Diligence, Strategic Analysis, Competitive Analysis, Corporate Development, Media, Traditional Media, Negotiation, Written & Oral..., Communication Skills, Microsoft Excel, Hedge Funds, Analysis, Start-ups, Project Management, Leadership, Digital Strategy, Online Advertising, Digital Marketing, Digital Distribution, Financial Analysis, PowerPoint, Corporate Finance
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Dual Concentrations in Finance & Strategy
Washington University in St. Louis 2000 — 2004
BSBA - Olin School of Business, Finance & Accounting
Universidad Carlos III de Madrid 2003 — 2003
Madrid, Spain - Semester Study Abroad
The Shipley School 1996 — 2000
Diploma, Liberal Arts and Sciences/Liberal Studies
Qubit. May 2014 - Present
Fullstack Academy January 2014 - April 2014
Willowridge Partners, Inc February 2013 - January 2014
UBS Investment Bank September 2009 - June 2012
Phipps Community Development Corporation August 2008 - August 2009
UBS Investment Bank June 2007 - August 2007
Skills
Microsoft Excel, Private Equity, Investments, Investment Banking, Financial Modeling, Analysis, Series 7, Due Diligence, Management, JavaScript, HTML, CSS, Node.js, SQL, Express.js, MongoDB, Mongoose.js, jQuery, RSpec, HTML 5, Leveraged Finance, Ruby on Rails, CSS3, Ruby, JSON, Test Driven Development
Education
Duke University 2004 — 2008
A.B., Psychology, Minor in Economics
SS&C GlobeOp June 2014 - Present
UBS Investment Bank September 2013 - June 2014
UBS Investment Bank August 2009 - September 2013
UBS Investment Bank June 2006 - August 2009
UBS Investment Bank April 2004 - June 2006
Skills
Fixed Income, Trading, Bonds, Electronic Trading, Middle Office, Hedging, Bloomberg, Rates, CDS, Financial Risk, Risk Management, Treasury, Credit Derivatives, Series 63, Credit, Derivatives
Education
Eastern Connecticut State University 1999 — 2003
BA, Business Economics
YMCA of Greenwich April 2010 - Present
Western Greenwich Civic Center December 2009 - Present
RBS May 2010 - July 2011
Get In Shape For Women November 2009 - April 2010
UBS Investment Bank August 2007 - December 2009
Webster Bank January 2007 - May 2007
Skills
Personal Training, Fitness Nutrition..., Customer Service, Leadership, Training, Sales, Marketing, Sports, Public Speaking, Coaching, Group Fitness Instructor, Body Training Systems-...
Education
Eastern Connecticut State University 2003 — 2007
BA, Business Administration
Nomura May 2015 - Present
Nomura Securities May 2013 - Present
UBS Investment Bank March 2012 - January 2013
UBS Investment Bank September 2011 - March 2012
UBS Investment Bank June 2010 - August 2010
Flinchbaugh Engineering, Inc. 2005 - 2009
GMAC Real Estate 2003 - 2005
Skills
Valuation, Financial Modeling, Investment Banking, Due Diligence, Business Valuation, DCF, M&A experience, LBO, Distressed Debt, Transaction Experience, infrastructure, Green Infrastructure
Education
Duke University - The Fuqua School of Business
MBA
Penn State University
BS, Mechanical Engineering
BlackRock June 2015 - August 2015
UBS Investment Bank September 2013 - March 2014
St. Gallen Symposium September 2011 - June 2012
Standard Chartered Bank July 2008 - August 2008
Education
Duke University - The Fuqua School of Business 2015 — 2015
MBA Exchange Student
Universität St.Gallen - Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften
Master of Arts (M.A.), Banking and Finance, 5.61/6
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2009 — 2013
Bachelor of Arts (B.A.), Economics, 5.60/6
United World College of South East Asia 2003 — 2009
International Baccalaureate Diploma
J.P. Morgan July 2014 - Present
UBS Investment Bank July 2011 - July 2014
The Coca-Cola Company June 2010 - June 2011
Creative Financial Partners February 2010 - April 2010
Kaplan October 2007 - April 2010
Education
Emory University 2006 — 2010
Deutsche Bank Securities July 2010 - June 2015
UBS Investment Bank July 2007 - July 2010
Boston Scientific May 2006 - July 2006
Education
Duke University 2003 — 2007
BSE
Amity Search Partners LLC September 2012 - Present
Thomas H. Lee Partners July 2010 - July 2012
Kohlberg & Company August 2008 - July 2010
Lehman Brothers July 2006 - July 2008
UBS Investment Bank June 2005 - August 2005
Skills
Private Equity, Investment Banking, M&A Modeling, Recruiting, Financial Modeling
Education
Duke University 2002 — 2006
Bachelor of Science in Engineering, Biomedical and Mechanical Engineering; Markets and Management
C. Parker Gallery, LLC November 2012 - Present
Wall Street Start 2012 - Present
UBS Investment Bank January 2001 - March 2011
J.P. Morgan March 1999 - November 2000
D. E. Shaw & Co. August 1993 - March 1999
Skills
Fine Art, Contemporary Art, Art, Fine Art Sales, Hedge Funds, Equities, Investment Banking, Capital Markets, Trading Systems, Interviews, Management
Education
Duke University 1989 — 1993
Deloitte August 2015 - Present
Deloitte July 2013 - August 2015
UBS Investment Bank June 2012 - August 2012
China Securities Co., Ltd. June 2011 - July 2011
Skills
Bloomberg, Economics, Stata, Financial Modeling, Valuation, Corporate Finance, Data Analysis, Investment Banking, Financial Analysis, Microsoft Excel, SQL
Education
Duke University 2009 — 2013
Bachelor of Science (BS), Economics
Collingwood School 2003 — 2009
BS Economics, AMES (Concentration in Chinese), Markets & Management
UBS Investment Bank September 2013 - June 2015
UBS Investment Bank April 2011 - September 2013
Bank of America Merrill Lynch August 2005 - April 2011
Orange April 2005 - August 2005
Skills
Equity Derivatives, Structured Products, Equities, Derivatives, Market Risk, Bloomberg, Financial Structuring, Structured Finance, Fixed Income, Investment Banking, Emerging Markets, Hedging, Options, Financial Markets, Electronic Trading, Volatility, Capital Markets, Interest Rate..., Trading Systems, Hedge Funds, Swaps, Quantitative Finance
Education
University Paris I 2011 — 2014
French Law
University Paris VI 2004 — 2005
Mathematics
Ecole Supérieure d'Electricité 2002 — 2005
Supélec, Engineering
University Paris XI 2002 — 2005
Economics
Lycée Henri IV (Paris) 2000 — 2002
Preparatory Classes Mathematics & Physics
Neuberger Berman October 2015 - Present
J.P. Morgan Asset Management 2014 - 2015
J.P. Morgan Asset Management 2010 - 2015
Goldman Sachs 2008 - 2010
UBS Investment Bank 2003 - 2008
Merrill Lynch 1996 - 2003
Chubb Insurance 1992 - 1995
General Accident Insurance Company 1991 - 1992
Skills
Asset Managment, Investment Banking, Corporate Finance, M&A experience, Alternative Investments, Equities, Fixed Income, Insurance, Financial Technology, Series 7, Series 63, Series 3, Series 24, Capital Markets, Capital Raising, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 1995 — 1997
Master of Business Administration (MBA), Finance
Washington and Lee University 1987 — 1991
Bachelor of Arts (BA), History and Journalism
CQS US LLC 2012 - Present
UBS Investment Bank 2010 - 2012
Jefferies & Company May 2009 - July 2009
JSMN International 2007 - 2008
Minnick and Moreno Consulting July 2004 - 2006
Skills
Financial Modeling, Investments, Capital Markets, Mergers, Leveraged Finance, LBO, Emerging Markets, Distressed Debt
Education
Duke University - The Fuqua School of Business 2008 — 2010
Master of Business Administration (MBA)
Polytechnic Institute of NYU 2005 — 2006
MS, Financial Engineering
Polytechnic Institute of NYU 2000 — 2004
BS, Electrical Engineering
The Estée Lauder Companies Inc. June 2012 - Present
UBS Investment Bank 2004 - 2008
Dewey & LeBoeuf LLP 1998 - 2004
Skills
Corporate Finance, Private Equity, Licensing, Litigation, Commercial Litigation, Corporate Law
Education
Duke University School of Law 1995 — 1998
Doctor of Law (J.D.)
University of California, Los Angeles 1990 — 1994
BA, political science
Cornerstone Research February 2014 - Present
Duke University School of Law January 2013 - December 2013
UBS Investment Bank June 2012 - August 2012
Fuqua School of Business August 2010 - August 2011
Skills
SAS, Stata, Statistics, Microsoft Excel, Research, PowerPoint, Public Speaking
Education
Duke University 2009 — 2013
Bachelor of Arts (B.A.), Chinese Studies, Statistical Science
University of International Business and Economics 2011 — 2011
Exchange student, Chinese Language and Literature
Thomas Jefferson High School for Science and Technology 2005 — 2009
Multifamily Management Services March 2014 - Present
Goldman Sachs May 2006 - February 2014
UBS Investment Bank July 2002 - July 2006
Education
Duke University 1998 — 2002
Bachelor's Degree, Economics/Spanish
Moelis & Company July 2014 - Present
UBS Investment Bank May 2010 - June 2014
BlueMountain Capital Management September 2007 - January 2010
Barclays Capital June 2007 - September 2007
Skills
Credit Derivatives, Bloomberg, Equity Derivatives, Derivatives, Structured Products, Portfolio Management, Fixed Income, Interest Rate...
Education
New York University 2006 — 2007
Master's degree, Mathematics in Finance
Ecole Centrale Paris 2004 — 2006
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics
Lycee Henri IV
Bank of America 2010 - Present
UBS Investment Bank 2007 - 2010
Berkshire Capital Securities LLC 2005 - 2007
Education
Duke University 2001 — 2005
BS, Economics
BNY Mellon October 2013 - Present
BNP Paribas 2012 - 2013
UBS Investment Bank 2002 - 2012
Peace Corps July 1996 - December 1997
Marine Transport Lines June 1991 - May 1996
Skills
Capital Markets, Investment Banking, Fixed Income, Structured Products, Equity Derivatives, Derivatives, Equities, Hedge Funds, Interest Rate..., Prime Brokerage, High Yield, Credit Derivatives, Swaps, Middle Office
Education
Ecole nationale des Ponts et Chaussées 1998 — 1999
Master of Business Administration (MBA), Finance, General
State University of New York Maritime College 1987 — 1991
Bachelor of Science (BS), Maritime Business and Commerce