UBS Investment Bank
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UBS Investment Bank Employees
UBS Investment Bank April 2015 - Present
UBS Investment Bank October 2012 - April 2015
UBS Investment Bank February 2012 - October 2012
UBS Investment Bank September 2010 - February 2012
UBS Investment Bank October 2008 - September 2010
UBS Investment Bank October 2007 - October 2008
UBS Investment Bank June 2005 - October 2007
Skills
Spanish-speaking, Series 7, Series 63, Volunteering, Travel, Bloomberg, Bonds, CDS, Capital Markets, Credit, Derivatives, Dodd-Frank, Electronic Trading, Emerging Markets, Equities, Equity Derivatives, Fixed Income, Hedge Funds, High Yield, Middle Office, Trading Systems
Education
Fairfield University 2001 — 2005
Bachelor of Arts (B.A.), International Studies; Spanish; Latin American & Caribbean Studies
Universidad de Sevilla 2004 — 2004
Spanish and Iberian Studies; Spanish Language and Literature
HSBC Securities July 2013 - Present
Barclays August 2004 - July 2012
UBS Investment Bank July 1994 - August 2004
Skills
•Proficient in MS..., Broadridge IMPACT, Bloomberg, SunGuard Intellimatch, DTCC, Bank of NY GSCX, Creation Online, ADP, Business Objects, CISCO Meetingplace, ADP Payroll, Trading, Banking, Fixed Income, Back Office, Cisco Technologies, PMP, Project Management, Middle Office, Securities, Series 7, Series 63, Business Analysis, Corporate Actions, Financial Services, Derivatives, Settlement, Equities
Education
BTII 2012 — 2013
Project Management, completed
Excelsior College 1996 — 2000
Bachelor of Science (BS), Finance, General
Wells Fargo Securities July 2013 - Present
UBS Investment Bank June 2009 - July 2013
AIG Financial Products July 2004 - October 2008
UBS Investment Bank 1996 - 2004
The Chase Manhattan Bank 1990 - 1996
TIAA-CREF 1986 - 1988
Skills
Capital Markets, Series 7, Customer Relations, Fixed Income, FX
Education
Sacred Heart University 2015 — 2018
Doctor of Business Administration, Finance
University of Michigan - Stephen M. Ross School of Business 1988 — 1990
MBA
Fairfield University 1982 — 1986
BS, Finance
Nazareth High School 1978 — 1982
Oaktree Capital Management July 2012 - Present
Goldman Sachs November 2010 - July 2012
Morgan Stanley July 2010 - November 2010
PricewaterhouseCoopers June 2009 - August 2009
UBS Investment Bank March 2009 - May 2009
GE June 2008 - August 2008
BayBerry Associates September 2007 - August 2008
Education
Fairfield University 2006 — 2010
Bachelor of Science, Accounting, Economics, & Finance
Florence University of the Arts 2008 — 2008
Citi October 2014 - Present
UBS Investment Bank June 2014 - August 2014
Education
Emory University - Goizueta Business School 2013 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance
SunTrust Robinson Humphrey May 2014 - Present
UBS Investment Bank June 2012 - September 2013
UBS Investment Bank June 2011 - August 2011
Skills
Investment Banking, Valuation, Equities, Bloomberg, Financial Modeling, Capital Markets, Corporate Finance, Microsoft Excel, Latin America, Spanish
Education
Emory University - Goizueta Business School 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Marketing, Double Major in French Studies
Université Denis Diderot (Paris VII) / University Paris VII 2010 — 2010
Study Abroad, French Studies
UBS Investment Bank June 2015 - August 2015
Carbonxt, Inc. January 2011 - July 2014
Clear Carbon Innovations March 2010 - January 2011
Skills
Financial Modeling, Microsoft Office, Data Analysis, Social Media, Teaching, Budgets, Financial Analysis, Auditing, Finance, QuickBooks, Financial Reporting, Accounting, Financial Accounting, Marketing Strategy, Start-ups, Mergers & Acquisitions
Education
Emory University - Goizueta Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Florida - Warrington College Of Business 2008 — 2012
Bachelor of Science (B.S.), Finance, General
UBS Investment Bank July 2014 - Present
UBS Investment Bank June 2013 - August 2013
UBS June 2012 - August 2012
CIBC World Markets July 2010 - August 2011
Education
Boston College 2010 — 2014
B.S., Carroll School of Management Honors Program
ESCP Europe 2012 — 2012
Master's in Management Program, Study Abroad
Assumption College Catholic High School 2006 — 2010
International Baccalaureate Diploma
WiredScore June 2015 - Present
Morgan Stanley July 2012 - June 2014
Morgan Stanley December 2011 - July 2012
Morgan Stanley December 2009 - December 2011
Hudson Ferry Capital July 2009 - December 2009
UBS Investment Bank June 2008 - August 2008
Skills
Leadership, Innovation, Analysis, Strategy, Start-ups, Cross Functional Team..., Venture Capital, Project Management, Process Optimization, Entrepreneurship, Lean Startup, Financial Analysis, Investments, Data Analysis, Private Equity, Risk Management
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Entrepreneurship & Innovation, Strategy, and Finance
Fairfield University 2005 — 2009
Bachelor of Science (B.S.), Finance, Economics
Florence University of the Arts 2007 — 2007
International Relations
ARC Fund May 2011 - Present
UBS Investment Bank July 2008 - May 2011
Skills
Private Equity, Mining, Investment Banking, Corporate Finance, Valuation, Equity Research, Bloomberg
Education
Emory University - Goizueta Business School 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Kainos Capital, LLC March 2014 - Present
UBS Investment Bank July 2012 - March 2014
UBS Investment Bank June 2011 - August 2011
Energy Information Administration at the Department of Energy May 2010 - July 2010
David Albo for Delegate (R) May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Java, Financial Analysis, Accounting, DCF Valuation, VBA, Mergers & Acquisitions, Valuation, Finance
Education
University of Virginia 2008 — 2012
Bachelor of Science (B.Sc.), Finance & Management
ESADE Business School 2011 — 2011
Business Administration and Management, General
Wells Fargo Securities June 2013 - Present
Searle & Co April 2009 - June 2013
UBS Investment Bank April 2007 - April 2009
Bear Stearns March 2002 - April 2007
Skills
Series 7, Series 63, Equities, Bloomberg, IPO, Equity Research, Portfolio Management, Asset Allocation, Securities, Investment Advisory, Equity Trading, Financial Markets, Corporate Finance, Emerging Markets, Investments, Capital Markets, Trading, Asset Management
Education
Fairfield University 1996 — 2000
Bachelor of Science (B.S.), Marketing
Structure Tone May 2015 - Present
Fairfield University 2011 - Present
UBS Investment Bank June 2014 - August 2014
RBC Wealth Management January 2014 - April 2014
Structure Tone May 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Public Speaking, Research, Microsoft Office, Facebook, Finance, Social Media, Marketing, Volunteering, Demolition, Microsoft PowerPoint, Apple Safari, Internet Explorer, Mozilla
Education
Fairfield University 2011 — 2015
Bachelor of Science (B.S.), Finance
Citi August 2013 - Present
HomeServe USA May 2012 - August 2013
Wells Fargo Advisors, LLC October 2010 - April 2012
UBS Investment Bank June 2009 - August 2009
USI Holdings June 2008 - August 2008
Skills
Series 7, Series 66, NY State Life Accident..., Bloomberg, Thomson Reuters, Equities, Fixed Income, Mutual Funds, Wealth Management, Portfolio Management, Finance, Uniform Combined State..., Financial Analysis, Bonds, Investments
Education
Fairfield University 2006 — 2010
Bachelor of Science (B.S.)
University of International Business and Economics 2008 — 2008
RBS Markets and International Banking March 2013 - Present
UBS Investment Bank May 2012 - September 2012
UBS Investment Bank June 2006 - September 2011
AIG Trading Group November 1998 - June 2003
Skills
Prime Brokerage, Client On Boarding
Education
Fairfield University
Master’s in Business Administration, Finance
University of Massachusetts, Amherst
Bachelor of Arts, Political Science
UBS Investment Bank 2012 - 2013
Provident Healthcare Partners, LLC 2005 - 2010
Hancock Capital Management 2003 - 2003
Skills
Valuation, Private Equity, Investment Banking, Finance, Corporate Finance, Investments, Equities, Mergers and Acquisitions, Debt Financing, Financial Analysis, Emerging Markets, Equity Research, Entrepreneurship, Business Development, Financial Modeling, Entrepreneurship..., Search Funds, Fundless Sponsor
Education
Emory University - Goizueta Business School 2010 — 2012
Master of Business Administration (MBA), Finance, Alternative Investments, and Strategy
Northeastern University 1999 — 2004
Bachelor of Science in International Business, International Business, Finance, and Spanish
Princeton High School 1995 — 1999
High School Diploma
Keller Williams Realty, Inc. October 2014 - Present
LKQ Corporation February 2012 - February 2013
JPMorgan Chase April 2011 - September 2011
NL Financial Alliance October 2010 - January 2011
UBS AG March 2004 - May 2010
UBS Investment Bank July 2000 - March 2004
UBS Investment Bank November 1999 - July 2000
UBS Investment Bank August 1999 - November 1999
UBS Investment Bank September 1998 - August 1999
Skills
Fixed Income, Equities, Process Improvement, Derivatives, Operations Management, Project Planning, Finance, Options, Trading, CRM, Foreign Exchange, Sales, Capital Markets
Education
University of Phoenix 2011 — 2012
Bachelor of Science (BS), Finance, General
Fairfield University 1998 — 2000
Electrical and Electronics Engineering
Pepperdine University 1991 — 1996
Bachelor of Arts (BA), Theatre/Theater
HSBC June 2011 - Present
UBS Investment Bank September 2003 - June 2011
Skills
Trading, Fixed Income, Derivatives, Swaps, Hedge Funds, Electronic Trading, Bloomberg, Options, Structured Products, Interest Rate..., Trading Systems, Bonds, Market Data, Interest Rate Swaps, Series 7, Rates, Interest Rates
Education
Fairfield University 1995 — 1999
BS, Mathematics
Fordham Prep 1991 — 1995
UBS Investment Bank July 2010 - Present
Aon Hewitt June 2009 - July 2010
Skills
Process Improvement, Securities, Project Management, Employee Benefits, Settlement, User Acceptance Testing, Management, Microsoft Office, Business Analysis, Equities, Risk Management, Derivatives
Education
Fairfield University 2005 — 2009
Bachelor of Science (BS), Finance, General, 3.7- in Finance, 3.5- overall
Scopus Asset Management June 2014 - Present
UBS Investment Bank August 2011 - June 2014
Fairfield University September 2007 - May 2011
General Electric May 2010 - April 2011
Skills
Fixed Income, Bloomberg, Bloomberg Terminal, Credit Derivatives, Microsoft Excel, Series 7, Middle Office, Bonds, Equities, CDS, Series 63, Credit, Credit Analysis, Hedge Funds, Derivatives, Options, PowerPoint, Microsoft Office
Education
Fairfield University 2007 — 2011
BS, Finance, Mathematics
Fairfield University 2007 — 2011
Bachelor of Science (B.S.), Finance and Mathematics
UBS Investment Bank July 2015 - Present
J.P. Morgan July 2013 - Present
UBS Investment Bank May 2010 - July 2013
UBS Investment Bank July 2007 - May 2010
Southport Marketing Group January 2002 - July 2007
Skills
Fixed Income, Bloomberg, Hedge Funds, Series 63, Equities, Derivatives, Alternative Investments, Capital Markets, Equity Derivatives, Trading, Series 7, Credit Derivatives, Financial Modeling, Structured Products, Investment Banking, Financial Analysis, Emerging Markets, Finance, Python, VBA, Interest Rate..., Interest Rate Swaps, Management
Education
Fairfield University 2003 — 2007
Bachelor's Degree, Finance
Fairfield Prep 1999 — 2003
High School
UBS Investment Bank July 2014 - Present
J.P. Morgan July 2013 - July 2014
UBS Investment Bank December 2009 - July 2013
KPMG LLP September 2006 - November 2009
Skills
Equity Research, Series 7, Series 63, Series 86, Series 87, Financial Audits, CPA, Big 4, CFA Charterholder, Financial Modeling, Financial Analysis, Financial Reporting, DCF Valuation, Commodity Markets, Hedge Funds, Bloomberg
Education
Fairfield University 2002 — 2006
Bachelor of Science (B.S.), Accounting, Magna Cum Laude
St. Peter's Prep
CT Rush Shoreline August 2014 - Present
Rodan+Fields Dermatologists 2011 - Present
Soccer Extreme Inc. 2011 - July 2014
Shenkman Capital Management February 2009 - July 2010
UBS Investment Bank August 2004 - May 2008
Skills
Event Planning, Public Speaking, Microsoft Excel, Management, Event Management, Retail, Customer Service, Fundraising, New Business Development, Coaching
Education
Fairfield University 1996 — 2000
BA, Communications
Apex International Education Partners March 2011 - Present
Apex Youth Foundation, Inc. 2009 - Present
Ernst & Young 2009 - February 2013
McGladrey & Pullen 2006 - 2009
RSM McGladrey 2006 - 2009
UBS Investment Bank June 2007 - August 2007
Pitney Bowes May 2005 - September 2005
Skills
Financial Modeling
Education
Fairfield University 2008 — 2009
Master, Accounting
Fairfield University 2004 — 2008
B.S., Finance & Accounting (Magna Cum Laude)
University of International Business and Economics 2006 — 2007
Metalmark Capital July 2015 - Present
UBS Investment Bank January 2014 - July 2015
CIT July 2012 - December 2013
Citi May 2011 - August 2011
Roulston Research May 2010 - August 2010
Education
Emory University - Goizueta Business School 2008 — 2012
BBA, Finance and Accounting, Applied Mathematics
HedgeMark International, LLC January 2015 - Present
UBS Investment Bank July 2010 - Present
Merrill Lynch September 2009 - May 2010
Fairfield Investment Group, Fairfield University September 2008 - May 2010
First Investors June 2009 - August 2009
Skills
Bloomberg, Investments, Portfolio Management, Equities, Fixed Income, Derivatives, Trading, Financial Modeling
Education
Fairfield University 2006 — 2010
Bachelor of Science, Magna Cum-Laude, Finance and Economics, 3.72
J.P. Morgan August 2013 - Present
J.P. Morgan June 2013 - August 2013
UBS Investment Bank June 2012 - August 2012
Merrill Lynch June 2011 - November 2011
The Patriot Group, LLC June 2010 - July 2010
Beval Saddlery Ltd. September 2006 - September 2009
GE Asset Management October 2008 - August 2009
UBS Investment Bank June 2008 - August 2008
Education
Fairfield University 2009 — 2013
Finance, Economics
Morgan Stanley Wealth Management May 2013 - Present
Fairfield University May 2011 - May 2013
UBS Investment Bank 2008 - 2009
PROMISYS SOFTWARE COMPANY June 2001 - April 2004
VÉSPER S/A February 1998 - May 2001
Skills
Database Applications, Brazilian Portuguese, Spanish-speaking, Recruiting, Training, Spanish, Human Resources, Intercultural..., Team Building, Financial Risk, Customer Service, Portuguese, English, Event Management, Research, Social Networking, Administrative..., PowerPoint, Outlook, Event Planning, Talent Management, Due Diligence, AML
Education
Fairfield University 2011 — 2013
Bachelor of Arts and Science
The University of Connecticut 2004 — 2008
Bachelor of Business Administration (B.B.A.)
Universidade Paulista 1997 — 2001
Bachelor
Peter J. Solomon Company 2013 - Present
UBS Investment Bank 2007 - 2013
Lehman Brothers 2005 - 2007
Credit Suisse First Boston 1998 - 2005
Chase Manhattan Corp. 1996 - 1998
Skills
Investment Banking, Corporate Strategy..., Corporate Finance, Leadership, Emerging Markets, Mergers & Acquisitions, Cross-border, Capital Markets, Food Retail Industry, Hardlines Retail..., Restaurant Industry, Mentoring, Communication, Private Equity, Corporate Development
Education
Emory University - Goizueta Business School 1992 — 1996
Bachelor of Business Administration (BBA), Finance, General
Northern Trust Corporation July 2015 - Present
UBS Investment Bank July 2012 - Present
UBS Investment Bank June 2011 - August 2011
Skills
Commodities, Derivatives, Options, Risk Management, Securities, Bloomberg, Accounting, Excel, Microsoft Office
Education
Fairfield University 2008 — 2012
B.S., Finance & Accounting
Morgan Stanley Investment Management June 2015 - Present
ORIX Asset Management January 2013 - June 2014
FrontPoint Partners November 2009 - December 2012
FrontPoint Partners LP November 2005 - November 2009
UBS Investment Bank June 2004 - November 2005
Bloomberg L.P June 2003 - June 2004
Skills
Hedge Funds, Fixed Income, Derivatives, Volatility, Portfolio Management, Rates, Loans, Mortgage, Relative Value, Middle Office, Alternative Investments, Bloomberg, Options, Credit Derivatives, Valuation, Equity Derivatives, Swaps, FX Options, Interest Rate..., Back Office, OTC, Hedging, Risk Management, Access, Visual Basic, Calypso, Financial Risk, Asset Management, Investments, Equities, Trading, Finance, Capital Markets, Due Diligence, Structured Products
Education
Emory University - Goizueta Business School 2002 — 2003
MBA, Finance
Central European University Business School 2001 — 2002
Certificate of, Management Studies
Academy of Economic Studies 1996 — 2000
B.S, Finance - Banking and Stock Exchanges Concentration
Relationship Science July 2013 - Present
ACE Portal February 2014 - Present
Morgan Joseph TriArtisan LLC 2010 - 2012
Merriman Capital, Inc. 2009 - 2010
Natixis 2006 - 2008
Think Equity Partners 2005 - 2006
UBS Investment Bank 2001 - 2005
Skills
Investment Banking, Equities, Capital Markets, Valuation, Private Equity, Hedge Funds, Equity Research, Venture Capital, Financial Modeling, Private Placements, Corporate Finance, Corporate Development, Fixed Income, Series 7, Investments
Education
NYU Stern School of Business 1999 — 2000
MBA, Finance
Emory University - Goizueta Business School 1985 — 1989
BBA, Finance
Intercept Pharmaceuticals May 2015 - Present
Guggenheim Partners March 2014 - May 2015
UBS Investment Bank September 2008 - March 2014
Kushner Companies 2008 - 2008
Seattle Repertory Theatre 2004 - 2004
Skills
Blogging, Proofreading, Creative Writing, Editing, Research, Theatre, Travel Arrangements
Education
Fairfield University 2011 — 2013
Master of Fine Arts (MFA), Creative Writing
University of Wisconsin-Madison 2001 — 2004
Bachelor of Arts (BA), Theatre; and History
Fairfield University Computing and Network Services April 2010 - May 2013
Fairfield University Office of Academic & Disability Support Services April 2010 - May 2013
UBS Investment Bank June 2012 - August 2012
Fairfield University August 2010 - May 2012
Fairfield University May 2010 - August 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Solidworks, JavaScript, Multisim, Hardware Diagnostics, Computer Hardware, Software Design, Programming, Digital Designs, AutoCAD, Circuit Analysis, Thermodynamics, Signal Processing, Electronics Repair, Microsoft Office, Statistics, Labview, Physics, Data Analysis, Research, Mathematica
Education
The Johns Hopkins University
Doctor of Philosophy (PhD), Electrical and Electronics Engineering
Fairfield University 2009 — 2013
Bachelor of Science (B.S.), Electrical and Electronics Engineering
UBS May 2015 - Present
UBS Investment Bank June 2012 - Present
Diamondback Capital 2011 - 2011
Education
Fairfield University 2008 — 2012
Bachelor of Arts (B.A.), Business/Corporate Communications & Marketing
Florence University of the Arts 2010 — 2011
International Marketing
Morgan Stanley January 2015 - Present
UBS Investment Bank May 2009 - November 2013
Barclays Capital September 2008 - May 2009
Lehman Brothers January 2003 - September 2008
Commerzbank AG January 2001 - January 2003
Barclays Capital January 1996 - January 2001
Skills
Series 7, Fixed Income, Alternative Investments, Investments, Derivatives, Capital Markets, Series 63, Structured Products, Securities, Series 24, Swaps, Interest Rate..., FX Options, Electronic Trading, Structured Finance, Trading, Commodity, Mutual Funds, Securitization, Risk Management, Bonds, Rates, Equity Derivatives, Funding
Education
Fordham University 1996 — 1999
Master of Business Administration (MBA), Finance, General
Fairfield University 1982 — 1986
Bachelor of Science (BS), Marketing
UBS Investment Bank August 2011 - August 2013
UBS Investment Bank March 2010 - August 2010
Education
Fordham University 2013 — 2015
M.S.T. in Adolescent Mathematics
Fairfield University 2007 — 2011
B.S, Mathematics
UBS Investment Bank July 2013 - Present
Eze Castle Integration January 2011 - February 2013
Monster+HotJobs.com October 2008 - December 2010
HotJobs.com (Acquired by Monster) June 2006 - December 2010
Archdiocese of New York July 2005 - December 2005
Archdiocese of New York June 2004 - September 2004
Skills
Strategic Partnerships, Salesforce.com, Marketing, Training, Financial Services, Business Development, CRM, Account Management, Lead Generation, New Business Development, Product Management, Leadership, Outsourcing
Education
Fairfield University 2001 — 2005
Bachelor of Arts, History
UBS Investment Bank July 2015 - Present
UBS Investment Bank June 2014 - August 2014
Jones Lang LaSalle April 2011 - June 2013
Urban Realty Partners LLC August 2008 - February 2011
GE Capital May 2007 - July 2007
Skills
Due Diligence, Finance, Alternative Investments, Real Estate, Commercial Real Estate, Location Intelligence, Budgets, Brokerage, Valuation, Financial Modeling, Real Estate Development, Financial Analysis, Disposition, Real Estate Transactions, Strategy
Education
Emory University - Goizueta Business School 2013 — 2015
Master of Business Administration (MBA)
The University of Georgia 2003 — 2007
Bachelor of Business Administration (BBA), Finance
Atlas Advisory Group,LLC October 2012 - Present
UBS Investment Bank August 2005 - August 2012
Skills
Investments, Wealth Management, Estate Planning, Insurance, Life Insurance, Retirement Planning, Tax-advantaged..., Long-term Care, Portfolio Management, Fixed Income, FINRA
Education
Fairfield University 2001 — 2005
Bachelor of Science (BS), Accounting and Finance
TPG Capital April 2015 - Present
Houlihan Lokey May 2013 - March 2015
Chatham Capital March 2012 - May 2013
UBS Investment Bank June 2011 - August 2011
Education
Emory University - Goizueta Business School 2008 — 2012
BBA, Finance / Marketing
Bocconi University 2010 — 2010
Finance
san mateo high school
san mateo high school
LoanCore Capital, LLC May 2015 - Present
People's United Bank April 2013 - May 2015
UBS Investment Bank July 2012 - April 2013
UBS Financial Services January 2012 - May 2012
Concacaf June 2011 - February 2012
Skills
Bloomberg, PowerPoint, Microsoft Office, Fixed Income, Bloomberg Terminal, Interest Rate..., Microsoft Excel, Funds Transfer Pricing, Macroeconomics
Education
Fairfield University 2008 — 2012
B.A., Economics
St. Peter's Preparatory School 2004 — 2008
High School
Noble Group May 2012 - Present
Societe Generale August 2011 - May 2012
Sempra Energy Trading October 2008 - August 2011
UBS Investment Bank July 2006 - October 2008
Skills
Commodities, Trading, Risk, Financial Analysis, Energy Trading, Natural Gas, Pipelines, Settlements, Confirmations
Education
Fairfield University 2002 — 2006
BS, Finance
Adobe April 2014 - Present
Operative April 2013 - April 2014
Operative August 2012 - June 2013
Operative April 2011 - August 2012
Finacity Corporation July 2010 - April 2011
UBS Investment Bank August 2009 - December 2009
Skills
Financial Analysis, Salesforce.com, Microsoft Excel, Microsoft Office, Analytics, Online Advertising, Management, Business Analysis, Process Improvement, Strategy, Operations Management, Advertising, Analysis, Software Implementation, Project Management, SaaS, CRM, Account Management
Education
Fairfield University 2006 — 2010
BA, Economics, Political Science minor
UBS Investment Bank 2008 - Present
Skills
Due Diligence, Fixed Income, Investment Banking, Prime Brokerage, Financial Risk, FX Options, Bloomberg
Education
Fairfield University
Bachelor of Science (BS), Finance and Marketing
Battea- Class Action Services 2010 - 2012
UBS Investment Bank 2005 - 2009
Lehman Brothers 2004 - 2005
Morgan Stanley 2000 - 2004
Skills
Hedge Funds, Customer Service, Account Management, Securities, Fixed Income, Prime Brokerage, Mutual Funds, Equities, Settlement, CRM, Repo, Martini, Securities Lending, Client Services, Relationship Management, Operational Risk, Project Management, Salesforce.com..., Team Building
Education
Fairfield University 1993 — 1997
Bachelor of Science (BS), International Business
Pelham Memorial Highschool
University of California, Education Abroad Program November 2011 - Present
UBS Investment Bank October 2009 - October 2011
UBS Investment Bank March 2009 - October 2009
UBS Investment Bank July 2008 - March 2009
UBS Investment Bank June 2007 - August 2007
Education
Fairfield University 2004 — 2008
B.S., Finance, Accounting
Florence University of the Arts 2006 — 2006
Colabination July 2012 - Present
UBS Investment Bank June 2013 - August 2013
mergers.com October 2012 - January 2013
SeventySix Capital May 2012 - August 2012
Primerica May 2011 - September 2011
PinPulse November 2010 - March 2011
Skills
Microsoft Excel, Team Leadership, Financial Analysis, Marketing Strategy, Event Planning, Business Intelligence, Strategy, Start-ups, Marketing, Financial Modeling, Public Speaking, Management, Investments, Entrepreneurship, Market Research, E-commerce, Sales, Finance, Mergers & Acquisitions, Integrated Marketing
Education
Goizueta Business School, Emory University 2010 — 2014
Finance, General
Radnor High School 2006 — 2010
UBS Investment Bank August 2011 - Present
Education
Fairfield University 2007 — 2011
Bachelor of Science
Florence University of the Arts 2009 — 2009
Christian Brothers Academy 2003 — 2007
UBS Investment Bank September 2014 - Present
UBS Investment Bank June 2011 - August 2014
Société Générale February 2011 - June 2011
UBS Investment Bank April 2010 - July 2010
HUGO BOSS September 2009 - March 2010
GE Sensing & Inspection Technologies, Cologne November 2007 - August 2009
GE Sensing & Inspection Technologies, Cologne July 2007 - September 2007
World Cup Organizing Committee, Cologne June 2006 - July 2006
German Association of Cities and Towns, Brussels July 2005 - August 2005
Education
Erasmus Universiteit Rotterdam 2010 — 2012
CEMS - International Management
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2011 — 2011
CEMS - International Management
Yonsei University 2009 — 2009
International Business
Universiteit Maastricht 2006 — 2009
Bachelor of Science, International Business
The Ritz-Carlton Hotel Company, L.L.C. January 2015 - Present
DTC venture for GoodMeasures.com September 2013 - Present
UBS Investment Bank June 2014 - Present
Ani's Raw Food Kitchen, Founder January 1999 - Present
SmartMonkey Foods, Founder January 1999 - January 2010
SmartMonkey Media, Founder January 1993 - January 2006
Nike World Headquarters February 2004 - April 2004
Adidas USA Headquarters January 2002 - January 2004
Baxter Healthcare February 2001 - December 2001
Disney Channel January 2000 - February 2001
Skills
Online Brand Building, Social Media Marketing, Community Building, Wellness Coaching, business consulting, healthy living expert, Motivational Speaking, Interaction Design, Healthy Eating, Fitness Training, natural beauty, Weight Loss Coaching, Food Industry, Natural Foods, Product Development, Product Marketing, Product Design, Social Entrepreneurship, wellness expert, Online Community..., Published Author, Award-winning writer, Cross Functional Team..., User Interface Design, Usability Engineering, Streaming Media, On-camera Talent, recipe creation, Chef, Green Living, Weight Training, Body Weight Training, Nutritional Counseling, Nutrition Education, Sports Nutrition, Interactive..., Interactive Programming, Interactive Video, Live Event Producer, Health, Wellness, Wellbeing, writing, Web Authoring, Editorial Consulting, Health Consulting, New Media Consulting, New Media Marketing, Management Consulting, Community Management
Education
Cornell University, Ithaca, NY 1986 — 1990
Bachelor of Science (BS), Business Management, Human Ecology Design, Nutritional Science
University at Buffalo 1991 — 1993
Social Psychology, Computer Art (3-D Modeling and Simulations)
Yonsei University 1989 — 1989
BS, International Business
Ewha Womans University 1987 — 1987
BS International Business
UBS Investment Bank January 2011 - Present
UBS Investment Bank June 2009 - February 2011
UBS Investment Bank July 2007 - June 2009
Skills
FX Options, Trading, Prime Brokerage, Alternative Investments, Middle Office, Hedge Funds, Options, Investments, Fixed Income, Equities, Valuation, Investment Banking, Capital Markets, Derivatives, Financial Risk, FX Trading, Precious Metals
Education
Fairfield University 2003 — 2007
BS, Finance
Fairfield University
MSCI Inc. August 2010 - Present
UBS Investment Bank December 2006 - July 2010
Exempla LTD (private venture) November 2004 - September 2006
theCreate (private venture) 2004 - 2006
EBRD July 1999 - December 2004
Skills
Financial Markets, Derivatives, Credit Derivatives, Financial Risk, Market Risk, Credit Risk, Structured Products, Equities, Capital Markets, Fixed Income, FX Options, Risk Management, Finance, Investment Banking, Portfolio Management, Financial Modeling
Education
Private Art School 2003 — 2007
Visual Perception, Painting, Drawing
Eötvös Loránd University 1993 — 1998
Master, Physics
Languages
Trainings
Master of Science (MSc), Physics
Markit August 2013 - Present
UBS Investment Bank July 2010 - August 2013
LDH Energy June 2009 - June 2010
Skills
Equities, Derivatives, Bloomberg, Fixed Income, Financial Modeling, Valuation, Capital Markets, Finance, Investment Banking
Education
Fairfield University 2005 — 2009
Bachelor of Science (BS), Economics
UNiDAYS January 2015 - Present
Nomi July 2013 - July 2014
Usablenet, Inc. May 2011 - July 2013
The Bank of Tokyo-Mitsubishi UFJ, Ltd. May 2006 - May 2011
UBS Investment Bank 2004 - 2006
Skills
Multi-Channel Commerce, Derivatives, Trading, Strategy, Business Development, Hedging, Interest Rate..., Mobile Commerce, Multi-channel Marketing, Marketing, Retail, Mobile Strategy, Mobile Devices, E-commerce, Account Management, Mobile Marketing, CRM, Strategic Partnerships, Selling, Direct Sales, Mobile Applications, Salesforce.com, Mobile Internet, Email Marketing, Building Relationships, Enterprise Software, Digital Strategy, Lead Generation, Sales
Education
Fairfield University 2001 — 2004
B.S., Finance
UBS Investment Bank September 2008 - Present
CBA Securities January 2004 - September 2004
UBS Investment Bank January 2000 - October 2003
UBS Investment Bank 1997 - 2000
Prudential Securities 1996 - 1997
Education
Fairfield University
BS, Finance, International Business
Fordham University - Graduate School of Business Administration
MBA, Finance
UBS Investment Bank May 2008 - Present
Cowen 2007 - 2007
Seneca Financial 2002 - 2004
Education
Emory University - Goizueta Business School 2006 — 2008
MBA
Emory University School of Law 2004 — 2008
JD/MBA
Georgetown University - The McDonough School of Business 1998 — 2002
BSBA, Finance, Accounting
Craig High School 1994 — 1998
Scotiabank Global Banking and Markets June 2009 - Present
UBS Investment Bank August 2005 - June 2009
Sempra Energy Trading January 2002 - August 2005
Phibro Division of Citigroup 1989 - 2002
Deloitte 1986 - 1989
Skills
Energy, Commodities, Swaps, Hedging, Derivatives, Forwards, Energy Trading, Middle Office, Risk Control
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance/Int'l Business
Fairfield University 1982 — 1986
BS, Accounting
Needham High School
Credit Suisse November 2007 - November 2011
UBS Investment Bank March 2005 - November 2007
Morgan Stanley December 1999 - March 2005
Skills
Financial Modeling, Financial Reporting, Forecasting, Finance, Strategy, Strategic Financial...
Education
Villanova University 2006 — 2007
MBA, Project Management
Fairfield University 1994 — 1996
MBA, Finance
New Century Health May 2014 - Present
Aetna August 2013 - May 2014
Aetna June 2011 - August 2013
Aetna August 2007 - June 2011
Cigna January 2006 - August 2007
Cigna April 2003 - June 2006
UBS Investment Bank 2000 - 2003
GE Capital 1997 - 2000
ConAgra Foods 1995 - 1997
Skills
Healthcare, Strategic Planning, Business Analysis, Healthcare Management, Leadership, Financial Analysis, Project Management, Process Improvement, Volunteering, Product Management, Management, Finance, Business Strategy, Managerial Finance, Health Insurance
Education
Fairfield University 1997 — 2001
Master of Business Administration (M.B.A.), Finance
Pace University-Pleasantville/Briarcliff Campus 1991 — 1995
Bachelor's degree, Political Science and Economics
Citisoft August 2014 - Present
State Street May 2011 - July 2014
UBS Investment Bank July 2007 - May 2011
Skills
Bloomberg, Asset Management, Derivatives, Equities, Fixed Income
Education
Fairfield University 2003 — 2007
Bachelor of Science, Finance
Liquidnet December 2008 - Present
UBS Investment Bank (UBS Securities LLC) March 2004 - November 2008
UBS Investment Bank September 2000 - March 2004
UBS Investment Bank November 1999 - September 2000
UBS Investment Bank September 1998 - October 1999
Motherwell Football Club July 1993 - June 1994
Celtic Football Club May 1991 - July 1993
Skills
Options, Trading, Equities, Middle Office, Securities, Settlement, Financial Services, Swaps, Structured Products, Equity Trading, Trading Systems, Risk Management, Bonds, Electronic Trading, Market Data, Prime Brokerage, Hedge Funds, Fixed Income, Back Office, Financial Markets, Derivatives, Bloomberg, Capital Markets, FX Options, Equity Derivatives, Series 7, FINRA, Operational Risk, Series 24, Series 63, Investment Banking, ETFs, Foreign Exchange, Mutual Funds, Corporate Actions, Emerging Markets, Asset Management, AML, Relationship Management, Portfolio Management, Financial Risk
Education
Fairfield University 1994 — 1998
BA, Sociology
Triangle Fire Protection September 2011 - Present
UBS Investment Bank November 2005 - August 2010
Environmental Data Resources 2002 - 2005
Education
Fairfield University 1998 — 2002
BS, Marketing
Westlake Boys High School 1992 — 1996
Highbridge Principal Strategies March 2010 - Present
Highbridge Capital Management September 2007 - March 2010
UBS Investment Bank July 2006 - September 2007
Skills
Middle Office, Bank Debt, Credit, Microsoft Office, High Yield, Hedge Funds, Loans, Fixed Income, Derivatives
Education
Fairfield University 2002 — 2006
Accounting
Ranieri Partners Management LLC July 2008 - Present
UBS Investment Bank September 2002 - February 2008
Citi March 1998 - September 2002
PNC Mortgage April 1996 - February 1998
Skills
Portfolio Management, Loans, Mortgage Lending, Due Diligence, Credit, Valuation, Mergers & Acquisitions, Finance, Loan Servicing, Securities, Private Equity, Securitization, Loss Mitigation, MBS, Vendor Management, Capital Markets, Asset Management, Investment Banking, Structured Finance, Real Estate Economics, Real Estate Financing, CMBS, Fixed Income
Education
Rutgers, The State University of New Jersey-Newark 1992 — 1996
MBA, Finance
Fairfield University 1984 — 1988
BA, Economics
UBS Investment Bank July 1999 - Present
Education
Fairfield University 1995 — 1999
Economics
UBS Investment Bank Director, Securities Risk and ControlUBS Investment BankMarch 1996 - Present
Citibank 1993 - 1995
Skills
Capital Markets, FX Options, Equities, Investment Banking, Financial Risk, Derivatives, Fixed Income, Risk Management, Banking, Outsourcing, Trading, Hedge Funds, Portfolio Management
Education
Erasmus University Rotterdam
International Business
Hofstra University
BA, Finance, Economics
UBS Investment Bank July 2010 - Present
HSBC Securities September 2005 - July 2010
Deutshe Bank June 2004 - September 2005
Merrill Lynch December 2002 - June 2004
Merrill Lynch September 2001 - November 2002
Merrill Lynch July 2000 - August 2001
Skills
Financial Modeling, Finance, Banking, Equities, Analysis, Accounting, Analytics, Leveraged Finance, Internal Audit, Fixed Income, Commercial Banking, Derivatives, Sales Management, Hedge Funds, Capital Markets
Education
Fordham Gabelli School of Business 2004 — 2008
MBA, Finance
Fairfield University 1996 — 2000
Bachelor of Science, Finance
GreensLedge Capital Markets September 2013 - Present
Credit Suisse July 2012 - September 2013
UBS Investment Bank July 2010 - July 2012
Barclays Capital July 2009 - July 2010
Bear Stearns March 2000 - June 2008
Skills
Bloomberg, Fixed Income
Education
Fairfield University 1997 — 1999
MA, Psychology
Sacred Heart University 1989 — 1992
BA, Philosophy
InMobi July 2015 - Present
InMobi July 2014 - June 2015
InMobi September 2013 - June 2014
Myntra Designs Private Limited October 2012 - August 2013
UBS Investment Bank December 2010 - September 2012
Macquarie Capital Advisers 2009 - March 2011
Allegro Capital Advisors May 2009 - August 2009
Skills
Valuation, Investment Banking, Financial Modeling, Due Diligence, Strategy, Private Equity, Business Strategy, Mergers & Acquisitions, Business Analysis, Equities, Finance, Portfolio Management, Emerging Markets, Financial Structuring, Management
Education
Indian Institute of Management, Ahmedabad 2007 — 2009
MBA, Finance
ESCP Europe 2008 — 2008
MBA, Finance
National Institute of Technology Karnataka 2003 — 2007
BTech, Electrical and Electronics
Wolters Kluwer Law & Business May 2012 - Present
UBS Investment Bank November 2010 - November 2011
UBS Investment Bank July 2006 - October 2010
UBS Investment Bank August 2004 - August 2006
Skills
Project Management, Business Analysis, Microsoft Office, French, Event Planning, Marketing Strategy, Budgets, Research, Event Management, Strategic Planning, Marketing, Account Management, PowerPoint, Leadership, Public Relations, Internal Communications, Integrated Marketing, Advertising, Media Relations, Strategy, Marketing Communications, Cross-functional Team...
Education
Fairfield University 2000 — 2004
BS/BA, International Business & Marketing/French
UBS Investment Bank February 2013 - Present
UBS Investment Bank June 2005 - Present
The Ayco Company, L.P. April 2002 - June 2005
Skills
Bloomberg, Equities, Investment Banking, Series 7, Investments, Middle Office, Asset Management, Valuation, Capital Markets, Securities, Portfolio Management, Options
Education
Fairfield University 1996 — 2000
Bachelor's degree
Albany Academy 1992 — 1996
Scotiabank May 2009 - Present
Scotia Capital May 2009 - January 2010
UBS 1998 - 2009
UBS Investment Bank 1998 - 2009
Education
Fairfield University 2000 — 2002
MBA, Information Systems & Operations Processing
Fairfield University 1994 — 1998
BS, Finance
UBS Investment Bank January 2015 - Present
HSBC Securities April 2013 - December 2014
UBS Investment Bank December 2009 - March 2013
Foundation Source 2006 - 2009
Skills
Tax, FATCA, KYC, Capital Markets, Financial Analysis, Due Diligence, Tax Reporting, Withholding, 1099 and 1042-S..., Securities Lending, Microsoft Excel, Access, Spanish
Education
Fairfield University 2002 — 2006
BS, Finance
Vivendi Universal January 2010 - Present
UBS Investment Bank March 2006 - December 2009
Lazard January 2005 - July 2005
Skills
Corporate Finance, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Due Diligence, Valuation, Private Equity, Investment Banking, M&A experience, Financial Reporting, Venture Capital, Business Strategy, Risk Management, Internal Controls, Finance, Accounting, Internal Audit, Analysis
Education
ESCP Europe 2003 — 2005
Master in Management, Finance
Wissenschaftliche Hochschule für Unternehmensführung - Otto-Beisheim - Hochschule 2004 — 2004
Master in Management - Exchange program
McGill University 1999 — 2002
Bachelor of Commerce (B.Com.), Marketing and Entrepreneurship
HedgeServ November 2011 - Present
Bank of New York Mellon November 2010 - November 2011
UBS Investment Bank January 2005 - December 2010
Celerity Technology Services April 2004 - January 2005
PAETEC July 2000 - May 2003
Choice One Communications January 1998 - July 2000
Skills
Penetration Testing, Metrics Analysis, Web Design, Information Security, Analysis, Risk Management, Networking, Vendor Management, Computer Forensics, Vulnerability Management, Disaster Recovery, Security, Computer Security, Application Security, Software Development, Risk Assessment, ITIL, Business Continuity, Security Architecture..., Information Security..., Databases, IT Audit, IT Strategy, Network Security, ISO 27001, Security Management, CISSP, Financial Risk, Information Technology, Vulnerability Assessment, Security Awareness, Security Audits, IT Risk Management, Management
Education
Fairfield University 2005 — 2008
MS, Software Engineering
Rochester Institute of Technology 1995 — 2004
BS, Computer and Software Engineering
ADIA 2014 - Present
Bridgewater Associates April 2013 - 2014
Societe Generale March 2010 - December 2012
UBS Investment Bank July 2007 - March 2010
Skills
Fixed Income, Capital Markets, Bloomberg, Financial Modeling, Valuation, Structured Products
Education
Fairfield University
BS, Finance and Business Management
West Morris Mendham High School
Assurant May 2014 - Present
Capco 2013 - April 2014
Federal Reserve Bank of Atlanta February 2013 - May 2013
BNP Paribas May 2010 - May 2012
UBS Investment Bank June 2008 - April 2010
UBS Investment Bank July 2008 - February 2009
Oaktree Capital Management September 2006 - February 2008
Skills
Hedge Funds, Prime Brokerage, Emerging Markets, Bloomberg, Credit Derivatives, Fixed Income, Swaps, Equities, Derivatives, Market Risk, Valuation, Options, Bloomberg Terminal, Financial Analysis, Investment Banking
Education
Goizueta Business School, Emory University 2012 — 2013
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Fairfield University 2004 — 2008
BS, Finance
Barclays June 2015 - Present
UBS Investment Bank 2005 - Present
UBS June 2004 - June 2015
Canaan Partners 2004 - 2005
Canaan Partners 2004 - 2005
Skills
Valuation, Bloomberg, Capital Markets
Education
Fairfield University
BS, Marketing, Management Information Systems
Northwestern Mutual June 2009 - August 2012
UBS Investment Bank April 1991 - May 2008
Salomon Brothers September 1986 - April 1991
Irving Trust Company September 1983 - September 1986
Skills
Insurance, Investment Banking, Fixed Income, FINRA, Capital Markets, Finance, Risk Management, Securities, Investments, Portfolio Management, Wealth Management, Hedge Funds, Series 7, Alternative Investments, Asset Management, Derivatives
Education
Fordham Gabelli School of Business 1988 — 1992
MBA
Fairfield University 1979 — 1983
BS, Finance
UBS Investment Bank July 2004 - Present
AIR Worldwide 2001 - 2004
HCL Technologies 1995 - 2001
Sierra Atlantic 1994 - 1995
Era Software Systems Pvt Ltd 1992 - 1994
Skills
Oracle, Unix, SDLC, Data Modeling, Disaster Recovery, Enterprise Architecture, Perl, Business Analysis, Sybase, Data Warehousing, Performance Tuning, Unix Shell Scripting, Investment Banking, Trading Systems, Java, IT Strategy, Big Data, Hadoop, Business Intelligence, Business Analytics, R, Python, C++, Managerial Decision..., Scala, Apache Spark, Marketing Analytics, Data Mining, Machine Learning, Social Networking, Master Data Management, Data Governance, Data Architecture, Exadata, NoSQL, MongoDB, HBase, JSON, JavaScript, Hive, Microsoft SQL Server, GoldenGate, Supply Chain..., Web Analytics, Text Mining, PL/SQL, T-SQL, Entrepreneurship, MicroStrategy, SQL Tuning
Education
Colorado State University - College of Business
MBA, Business
ESSEC Business School
Strategic Business Analytics
Stanford University
Mining Massive Datasets
University of Colorado Boulder - Leeds School of Business
Data Warehousing for Business Intelligence
University of Kerala - TKM College of Engineering
Master of Computer Applications, Information Technology
University of Michigan
Introduction to Natural Language Processing
Goldman Sachs December 2014 - Present
Goldman Sachs September 2012 - Present
Scotia Capital May 2009 - September 2012
UBS Investment Bank July 2007 - April 2009
Education
Fairfield University 2003 — 2007
BS, Finance, Economics
UBS Investment Bank July 1996 - Present
Skills
Prime Brokerage
Education
New York University - Leonard N. Stern School of Business 2003 — 2006
Master of Business Administration (MBA)
Fairfield University 1993 — 1996
BS
Northport High School
Goldman Sachs March 2015 - Present
Goldman Sachs September 2012 - February 2015
Goldman Sachs July 2010 - September 2012
UBS Investment Bank March 2009 - August 2009
Education
Fairfield University 2006 — 2010
Bachelor of Science (BS), Finance/ Economics
University of International Business and Economics 2008 — 2009
Asian Studies, Finance
Seaport Global September 2013 - Present
Collaborizm: www.collaborizm.com 2010 - Present
UBS Investment Bank June 2010 - November 2012
Jefferies & Company March 2009 - May 2010
Merrill Lynch June 1993 - February 2009
Skills
Hedge Funds, Fixed Income, Credit, High Yield, Capital Markets, Options, Leveraged Finance, Bonds, Entrepreneurship, Distressed Debt, Start-up Consulting, Start-ups, Resume Writing, Creative Writing, Communication, Investments
Education
Emory University - Goizueta Business School 1979 — 1983
M.B.A.
Emory University School of Law 1979 — 1983
J.D., Tax Law
Union College 1975 — 1979
B.A., Major: Political Science; Minor: Spanish
Prudential Financial April 2015 - Present
UBS Investment Bank March 2007 - April 2015
Bear Stearns 2004 - 2007
Skills
Middle Office, Trading Systems, Hedge Funds, Fixed Income, Options, Derivatives, Equities, Risk Management, Bloomberg, Management
Education
Fairfield University 1997 — 2001
BS, Mathematics
Monitor Deloitte August 2014 - Present
Monitor Deloitte January 2013 - Present
Monitor Group September 2012 - January 2013
Monitor Group June 2011 - August 2011
UBS Investment Bank: Franchise Loan Portfolio Management November 2006 - July 2010
UBS Investment Bank: Investment Grade Credit Trading August 2004 - November 2006
UBS Investment Bank June 2003 - August 2003
Skills
Dynamic Speaker, Valuation, Fixed Income, Portfolio Management, Investments, Strategy, Mergers & Acquisitions, Business Analysis, Risk Management, Venture Capital, Management Consulting, Banking, Options, Trading, Entrepreneurship, Finance, Financial Analysis, Business Strategy, Competitive Analysis, Private Equity, Bonds, Financial Modeling, Due Diligence, Corporate Finance, Capital Markets, Credit, Investment Banking, Hedge Funds, Bloomberg, Emerging Markets, Corporate Development, Economics, Strategic Consulting, Derivatives, Equities
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
MBA
ESSEC - ESSEC Business School 2012 — 2012
Exchange Student, as part of the Tuck Global Exchange Program, Courses in luxury marketing, strategy and innovation
Wesleyan University 2000 — 2004
BA, Double Major: Economics & African-American History
The Field School 1996 — 2000
HS Diploma
UBS Investment Bank September 2009 - Present
Williams Trading 2007 - 2009
Morgan Stanley 2000 - 2007
Skills
Bloomberg, Capital Markets, Derivatives, Electronic Trading, Equity Derivatives
Education
Fairfield University 1995 — 1999
BA, Economis
UBS Investment Bank July 2013 - Present
UBS Investment Bank June 2012 - August 2012
Citco Fund Services July 2009 - July 2011
Cantillon Capital Management LLC October 2008 - February 2009
Janus Capital Group January 2007 - April 2008
Skills
Leveraged Finance, High Yield Bonds, Valuation, Financial Modeling, Financial Statements, Financial Analysis, Alternative Investments, Accounting, Asset Management, Hedge Funds, Prime Brokerage, Bloomberg, Investments, Funding, Equities
Education
Emory University - Goizueta Business School 2011 — 2013
Master of Business Administration (MBA), Finance, Alternative Investments
University of Colorado Denver 2005 — 2008
Marketing, Accounting
Evercore August 2015 - Present
UBS Investment Bank June 2014 - August 2014
New Harbor Incorporated July 2010 - May 2013
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Excel, Equity Valuation, Microsoft Excel, Mergers & Acquisitions, Private Equity, Equity Research, Investment Banking, Due Diligence, Corporate Finance
Education
NYU Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Specialization in Finance and Strategy
MBA Institute 2006 — 2010
BBA, Finance
Emory University - Goizueta Business School 2009 — 2009
BBA, Classes: Investments, Corporate Finance, Negotiations and Integrated Marketing Communications
NAI Hallmark Partners 2007 - Present
The Cosmopolitan of Las Vegas 2004 - 2007
UBS Investment Bank 2001 - 2003
Skills
Real Estate Economics, Real Estate, Real Estate Development, Financial Modeling, Mergers, Asset Managment, Disposition, Brokerage, Capital Markets, Asset Management, Contract Negotiation, Finance, Mergers & Acquisitions, Project Management, Strategy, Due Diligence, Commercial Real Estate, Location Intelligence
Education
University of Florida - Warrington College Of Business 2003 — 2004
Master's, Real Estate
Emory University - Goizueta Business School 1997 — 2001
Bachelor's, Business
AIG May 2008 - Present
UBS Investment Bank 2003 - May 2008
Reader's Digest 2001 - 2003
Accenture 1997 - 2001
Skills
Business Analysis, Business Development, Change Management, Cross-functional Team..., Equities, Finance, Fixed Income, Management, Process Improvement, Project Management
Education
Fairfield University 1994 — 1997
BA, Political Science
StormHarbour Partners LP May 2012 - Present
UBS Investment Bank September 2002 - April 2012
Merrill Lynch April 1998 - August 2002
Citi June 1990 - April 1998
Skills
Investment Banking, Capital Markets, Financial Structuring, Capital Structure, Corporate Finance, Securities, Financial Institutions, Fixed Income, Valuation, Equities, Private Equity, Hedge Funds, Financial Modeling, Derivatives, Investments, Portfolio Management, Mergers & Acquisitions, Asset Management, Structured Finance, Due Diligence, Banking, Management
Education
Erasmus University Rotterdam 1980 — 1986
Master's degree, Economics
Citi August 2010 - Present
Crimson Investment August 2008 - August 2010
UBS Investment Bank November 2005 - August 2008
Education
Emory University - Goizueta Business School 2001 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance
UBS October 2014 - Present
UBS December 2012 - October 2014
UBS Investment Bank June 2011 - December 2012
UBS Investment Bank 2006 - 2011
Purdue Pharma 2000 - 2005
Oak Investment Partners 1999 - 2000
Strike Ten Entertainment 1997 - 1999
Reach Marketing 1990 - 1997
Skills
Marketing, Training, Securities, Management, Financial Risk, SharePoint, Investments, AML, Portfolio Management, Telecommunications, FINRA, Strategic Planning, Leadership, Hedge Funds, Editing, Banking, Capital Markets, Administration, Due Diligence, Fixed Income, Anti Money Laundering
Education
Fairfield University
BA, Business, Communication and Ethics
Bridgewater Associates May 2010 - Present
UBS Investment Bank 2008 - 2010
UBS Investment Bank 2008 - 2010
Education
Fairfield University 2004 — 2008
BS, Finance
Fairfield University 2004 — 2008
BS, Finance
Advent International June 2015 - Present
Advent International 2011 - June 2015
UBS Investment Bank 2009 - 2011
Lazard Freres & Co. June 2008 - August 2008
The Carlyle Group June 2007 - August 2007
ZAIS Group, LLC May 2007 - June 2007
Education
European Business School Oestrich-Winkel 2006 — 2009
B.Sc.
Peking University 2008 — 2008
Bridgewater Associates September 2014 - Present
Bridgewater Associates October 2012 - September 2014
UBS Investment Bank February 2010 - September 2012
Diamondback Capital March 2008 - February 2010
UBS Investment Bank September 2004 - March 2008
PwC August 2001 - September 2004
Skills
Financial Analysis, Alternative Investments, Hedge Funds, Accounting, Financial Reporting, Derivatives, Financial Modeling, Asset Management, Asset Allocation, Account Reconciliation, Equities, Valuation, Bloomberg, Corporate Finance, Due Diligence, Finance, Financial Risk, Fixed Income, Investment Banking, Investments
Education
Fairfield University 2007 — 2010
MBA, Finance
Seton Hall University 2001 — 2002
MS, Professional Accounting
The University of Connecticut School of Business 1997 — 2001
BS, Accounting
JPMorgan Chase June 2013 - Present
Epiq Systems July 2010 - June 2013
Short Sale Solution LLC (Subsidiary of JPS Capital Partners LLC) October 2009 - July 2010
JPS Capital Partners LLC June 2009 - October 2009
UBS Investment Bank January 2008 - May 2008
Skills
Financial Modeling, Financial Analysis, Bloomberg, Data Analysis, Microsoft Excel, Microsoft Office, Due Diligence, Valuation, Finance, Corporate Finance, Analysis, Securities, Risk Management, Equities, Management
Education
Fairfield University 2005 — 2009
BA, Economics, Finance
Bergen Catholic High School 2000 — 2005
High School
Hudson Wealth Management August 2013 - Present
Charles Schwab January 2010 - January 2012
UBS Investment Bank 2004 - 2009
Skills
Financial Analysis, Equities, Investments, Series 7, Financial Services, Financial Reporting, Business Planning, Microsoft Office, Finance, Business Analysis, Analysis, Mutual Funds, Data Analysis, Securities, Bloomberg, Trading Systems
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance
Fairfield University
UBS Investment Bank 2004 - Present
Skills
Credit Analysis, Credit Risk, Equities, Derivatives, ISDA negotiations, Financial Analysis, Bloomberg, Fixed Income, Trade Finance, Banking, Counterparty Risk, Corporate Finance, Risk Management
Education
Emory University - Goizueta Business School
Master of Business Administration (M.B.A.)
The London School of Economics and Political Science (LSE)
Master's Degree
Lewis and Clark College
Bachelor's Degree
Born Ready Fitness & Wellness LLC. April 2015 - Present
UBS Wealth Management June 2014 - September 2014
UBS Investment Bank August 2011 - May 2014
Fairfield University September 2010 - May 2011
GigMasters.com, Inc. September 2010 - December 2010
Shelton Community Center August 2005 - April 2009
Education
Fairfield University 2007 — 2011
BA, Economics (Summa Cum Laude)
James Madison University 2007 — 2008
Trumbull High School
UBS Investment Bank July 2014 - Present
UBS Investment Bank June 2013 - August 2013
Uría Menéndez September 2010 - August 2012
Uría Menéndez September 2006 - August 2010
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
ESADE Business School 2007 — 2008
Master, Taxation
Universitat de Barcelona 2003 — 2008
Bachelor's degree (Licenciatura), Management and Business Administration
Universitat de Barcelona 2001 — 2006
Bachelor's degree (Licenciatura - JD equivalent), Law
UBS November 2013 - Present
Bridgewater Associates March 2012 - November 2013
UBS Investment Bank 2008 - 2011
Skills
Equities, Options, Fixed Income, Collateral, Settlement, Confirmation, Operational Risk, Bloomberg
Education
Fairfield University 2004 — 2008
Bachelor of Arts, Politics, Economics
Cheverus
UBS Investment Bank July 2013 - July 2015
UBS Investment Bank June 2012 - August 2012
Education
Emory University - Goizueta Business School
Bachelor of Business Administration (BBA), BBA, Finance BA, Philosophy
Riverdale Country School 2004 — 2008
St. Bernard's School 1996 — 2004
UBS May 2014 - Present
UBS Investment Bank May 2006 - May 2014
UBS Investment Bank March 1995 - May 2006
Chatham Consulting Group December 1985 - March 1995
Skills
Investment Banking, Fixed Income, Equities, Capital Markets, Hedge Funds, FX Options, Project Management, Global Business..., Operational Risk..., Internal Controls
Education
Fairfield University
Bachelor of Science (B.S.)