UBS Investment Bank
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UBS Investment Bank Employees
Employee
Years
Job
Industry
Ashley Chan Ashley Chan's UBS Investment Bank Experience August 2014 - July 2015
Job Portfolio Valuations at Markit
Industry Financial Services
Experience
Markit July 2015 - Present
UBS Investment Bank August 2014 - July 2015
UBS Investment Bank December 2012 - August 2014
UBS Investment Bank October 2012 - December 2012
UBS Investment Bank June 2011 - August 2011
Foothill Student Accounts July 2009 - July 2010
Skills
Prime Brokerage, Leadership, Financial Modeling, Collateral Management, Investment Banking, Accounting, Bloomberg, Fixed Income, Financial Analysis, Equities, Bloomberg Terminal, Hedge Funds, Corporate Finance, Valuation, Derivatives, Exchange Traded..., Options Strategies, Treasury, Client Relations
Education
New York University 2010 — 2012
Bachelor of Arts (B.A.) magna cum laude, Economics; Mathematics, Magna cum laude
Foothill College 2007 — 2010
A.A., Economics; Communication Studies
Markit July 2015 - Present
UBS Investment Bank August 2014 - July 2015
UBS Investment Bank December 2012 - August 2014
UBS Investment Bank October 2012 - December 2012
UBS Investment Bank June 2011 - August 2011
Foothill Student Accounts July 2009 - July 2010
Skills
Prime Brokerage, Leadership, Financial Modeling, Collateral Management, Investment Banking, Accounting, Bloomberg, Fixed Income, Financial Analysis, Equities, Bloomberg Terminal, Hedge Funds, Corporate Finance, Valuation, Derivatives, Exchange Traded..., Options Strategies, Treasury, Client Relations
Education
New York University 2010 — 2012
Bachelor of Arts (B.A.) magna cum laude, Economics; Mathematics, Magna cum laude
Foothill College 2007 — 2010
A.A., Economics; Communication Studies
Philip Pappas Philip Pappas's UBS Investment Bank Experience December 2002 - September 2006
Job Senior Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2012 - Present
Morgan Stanley September 2006 - June 2012
UBS Investment Bank December 2002 - September 2006
Skills
Finance, Series 7, Wealth Management, Retirement Planning, Investments, Mutual Funds, Investment Advisory
Education
Florida International University
Bachelor of Science
Wells Fargo Advisors June 2012 - Present
Morgan Stanley September 2006 - June 2012
UBS Investment Bank December 2002 - September 2006
Skills
Finance, Series 7, Wealth Management, Retirement Planning, Investments, Mutual Funds, Investment Advisory
Education
Florida International University
Bachelor of Science
Eduardo Casas Eduardo Casas's UBS Investment Bank Experience July 2014 - Present
Job Investment Banking Analyst at UBS
Industry Financial Services
Experience
UBS Investment Bank July 2014 - Present
Citi June 2012 - June 2014
Citi June 2011 - August 2011
Carisam Samuel Meisel May 2010 - May 2011
Skills
Financial Modeling, Financial Analysis, Excel, Investment Banking, PowerPoint, Capital IQ, Factset, Spanish, Bloomberg, Finance, LBO, Mergers, Corporate Finance, Capital Markets, Equity Valuation, DCF Valuation
Education
Florida International University - College of Business Administration 2010 — 2012
BBA, Finance, International Business
UBS Investment Bank July 2014 - Present
Citi June 2012 - June 2014
Citi June 2011 - August 2011
Carisam Samuel Meisel May 2010 - May 2011
Skills
Financial Modeling, Financial Analysis, Excel, Investment Banking, PowerPoint, Capital IQ, Factset, Spanish, Bloomberg, Finance, LBO, Mergers, Corporate Finance, Capital Markets, Equity Valuation, DCF Valuation
Education
Florida International University - College of Business Administration 2010 — 2012
BBA, Finance, International Business
Alina Galan Alina Galan's UBS Investment Bank Experience 2014 - 2014
Job Trade Management
Industry International Trade and Development
Experience
ResMac, Inc February 2012 - Present
UBS Investment Bank 2014 - 2014
Skills
Data Analysis, Customer Service, Microsoft Excel, International..., International Business, International Relations, Spanish, Economics, Strategic Planning, Finance, Financial Analysis, Banking, Credit, Residential Mortgages
Education
Nova Southeastern University 2013 — 2015
Master's degree, Finance, General
Florida International University 2009 — 2011
Bachelor of Business Administration (B.B.A.), International Business
Palm Beach Community College 2007 — 2008
Associate of Arts (A.A.), Marketing/Marketing Management, General, 4.0
ResMac, Inc February 2012 - Present
UBS Investment Bank 2014 - 2014
Skills
Data Analysis, Customer Service, Microsoft Excel, International..., International Business, International Relations, Spanish, Economics, Strategic Planning, Finance, Financial Analysis, Banking, Credit, Residential Mortgages
Education
Nova Southeastern University 2013 — 2015
Master's degree, Finance, General
Florida International University 2009 — 2011
Bachelor of Business Administration (B.B.A.), International Business
Palm Beach Community College 2007 — 2008
Associate of Arts (A.A.), Marketing/Marketing Management, General, 4.0
Jonathan Frias's UBS Investment Bank Experience June 2013 - August 2013
Job Associate Consultant Mcgladrey LLP
Industry Financial Services
Experience
McGladrey July 2014 - Present
UBS Investment Bank June 2013 - August 2013
Ernst & Young June 2012 - August 2012
AT&T October 2007 - October 2010
The Money Warehouse July 2006 - August 2007
Skills
Microsoft Excel, Mortgage Banking, Sales, Microsoft Office, PowerPoint, Analysis, Valuation, Investment Banking, Finance, Microsoft Word, Financial Modeling, Financial Analysis, Internal Controls, Process Improvement, Auditing, Accounting
Education
Florida State University 2011 — 2014
Bachelor of Science; Bachelor of Science, Accounting; Finance, 3.59
Broward College 2008 — 2011
Associate of Art, Accounting
McGladrey July 2014 - Present
UBS Investment Bank June 2013 - August 2013
Ernst & Young June 2012 - August 2012
AT&T October 2007 - October 2010
The Money Warehouse July 2006 - August 2007
Skills
Microsoft Excel, Mortgage Banking, Sales, Microsoft Office, PowerPoint, Analysis, Valuation, Investment Banking, Finance, Microsoft Word, Financial Modeling, Financial Analysis, Internal Controls, Process Improvement, Auditing, Accounting
Education
Florida State University 2011 — 2014
Bachelor of Science; Bachelor of Science, Accounting; Finance, 3.59
Broward College 2008 — 2011
Associate of Art, Accounting
Louis Rose Louis Rose's UBS Investment Bank Experience April 2011 - December 2012
Job Director, Rates Sales at BNP Paribas
Industry Investment Banking
Experience
UBS Investment Bank April 2011 - December 2012
Wells Fargo Securities July 2009 - March 2011
JPMorgan Chase May 2001 - June 2009
Treasury Connect LLC October 2000 - April 2001
Eoexchange, Inc. April 2000 - October 2000
Federal Home Loan Bank of San Francisco February 1996 - April 2000
General Re Financial Products Corporation August 1990 - August 1995
Nomura Capital Services Inc. April 1990 - August 1990
Skills
Microsoft Excel, Bloomberg Terminal, Telerate, Reuters 3000, CRM, Legal Documents, Financial Modeling, Financial Markets, Financial Risk..., Asset Managment, Asset Allocation, Sales, Interest Rate..., Derivatives, Capital Markets, Trading, Asset Management, Fixed Income, Finance, Commodity, Interest Rate Risk..., Swaps
Education
Fordham University - Graduate School of Business Administration 1993 — 1997
Master of Business Administration (MBA), Finance, General
Rider University 1985 — 1990
BS, Finance, General
UBS Investment Bank April 2011 - December 2012
Wells Fargo Securities July 2009 - March 2011
JPMorgan Chase May 2001 - June 2009
Treasury Connect LLC October 2000 - April 2001
Eoexchange, Inc. April 2000 - October 2000
Federal Home Loan Bank of San Francisco February 1996 - April 2000
General Re Financial Products Corporation August 1990 - August 1995
Nomura Capital Services Inc. April 1990 - August 1990
Skills
Microsoft Excel, Bloomberg Terminal, Telerate, Reuters 3000, CRM, Legal Documents, Financial Modeling, Financial Markets, Financial Risk..., Asset Managment, Asset Allocation, Sales, Interest Rate..., Derivatives, Capital Markets, Trading, Asset Management, Fixed Income, Finance, Commodity, Interest Rate Risk..., Swaps
Education
Fordham University - Graduate School of Business Administration 1993 — 1997
Master of Business Administration (MBA), Finance, General
Rider University 1985 — 1990
BS, Finance, General
Kim (Levitt) Greenheim Kim (Levitt) Greenheim's UBS Investment Bank Experience 1989 - 1994
Job Cotel Contracting and Renovation LLC
Industry Marketing and Advertising
Experience
Cotel Contracting and Renovation LLC 2013 - Present
Dentistry Today Magazine November 2010 - July 2013
Haymarket Media Group 2006 - 2007
Dowden Medical Publishing 2004 - 2006
Dowden Medical Publishing 2004 - 2006
Dowden Medical Publishing 2004 - 2006
PaineWebber 1989 - 1994
UBS Investment Bank 1989 - 1994
Konica Minolta 1990 - 1991
Iversen Associates 1986 - 1990
Skills
QuarkXPress, Typography, Advertising, Posters, Vector Illustration, Brochures, Layout, Graphic Design, Graphics, Art Direction, Illustration, Photography, Adobe Creative Suite, Logo Design, Corporate Identity, Adobe Acrobat, Image Manipulation, Flyers
Education
Farmingdale State University of New York 1978 — 1980
Associate of Arts (AA), Advertising Art and Design
Cotel Contracting and Renovation LLC 2013 - Present
Dentistry Today Magazine November 2010 - July 2013
Haymarket Media Group 2006 - 2007
Dowden Medical Publishing 2004 - 2006
Dowden Medical Publishing 2004 - 2006
Dowden Medical Publishing 2004 - 2006
PaineWebber 1989 - 1994
UBS Investment Bank 1989 - 1994
Konica Minolta 1990 - 1991
Iversen Associates 1986 - 1990
Skills
QuarkXPress, Typography, Advertising, Posters, Vector Illustration, Brochures, Layout, Graphic Design, Graphics, Art Direction, Illustration, Photography, Adobe Creative Suite, Logo Design, Corporate Identity, Adobe Acrobat, Image Manipulation, Flyers
Education
Farmingdale State University of New York 1978 — 1980
Associate of Arts (AA), Advertising Art and Design
Ruchi (Gupta) Kapoor's UBS Investment Bank Experience 2009 - 2010
Job Financial Operations Analyst at Digital First Media
Industry Newspapers
Experience
Digital First Media September 2014 - Present
Boehringer Ingelheim May 2012 - August 2014
UBS Investment Bank 2009 - 2010
PepsiCo February 2008 - January 2009
Skills
Microsoft Excel, Financial Reporting, Budget Monitoring, P&L Analysis, Visio, SAP, PeopleSoft, Reporting & Analysis, Leading Meetings, Strategic Leadership, Brand Management, Oracle Applications, Cognos
Education
Fairfield University 2012 — 2014
Master's degree, Accounting
The University of Connecticut
Bachelor of Arts (B.A.), Economics
Digital First Media September 2014 - Present
Boehringer Ingelheim May 2012 - August 2014
UBS Investment Bank 2009 - 2010
PepsiCo February 2008 - January 2009
Skills
Microsoft Excel, Financial Reporting, Budget Monitoring, P&L Analysis, Visio, SAP, PeopleSoft, Reporting & Analysis, Leading Meetings, Strategic Leadership, Brand Management, Oracle Applications, Cognos
Education
Fairfield University 2012 — 2014
Master's degree, Accounting
The University of Connecticut
Bachelor of Arts (B.A.), Economics
Todd S. Douglas Todd S. Douglas's UBS Investment Bank Experience 1998 - 2004
Job Managing Partner, Frog Pond Capital, LLC
Industry Management Consulting
Experience
Frog Pond Capital, LLC April 2014 - Present
Mizuho Securities USA Inc. 2010 - 2012
Soleil Securities Corporation 2008 - 2010
Credit Agricole 2007 - 2008
HSBC Securities 2004 - 2006
UBS Investment Bank 1998 - 2004
Skills
Investor Relations, Financial Institutions, Institutional Investors, Institutional Research, Institutional Marketing, Institutional Relations, Corporate Communications, Corporate Events, Corporate Finance, Marketing Communications, Institutional..., Equity Valuation, Competitive Analysis, Strategy, Investments, Equities, Equity Research, Management, Marketing, Capital Markets, Hedge Funds, FINRA, Business Development, Fixed Income, Private Equity, Alternative Investments, Emerging Markets, Financial Markets, Portfolio Management, Investment Banking, Valuation, Equity Trading, Bloomberg, Securities, Series 7, Trading, Asset Management, Public Relations
Education
Fordham University - Graduate School of Business Administration
SUNY Albany
Frog Pond Capital, LLC April 2014 - Present
Mizuho Securities USA Inc. 2010 - 2012
Soleil Securities Corporation 2008 - 2010
Credit Agricole 2007 - 2008
HSBC Securities 2004 - 2006
UBS Investment Bank 1998 - 2004
Skills
Investor Relations, Financial Institutions, Institutional Investors, Institutional Research, Institutional Marketing, Institutional Relations, Corporate Communications, Corporate Events, Corporate Finance, Marketing Communications, Institutional..., Equity Valuation, Competitive Analysis, Strategy, Investments, Equities, Equity Research, Management, Marketing, Capital Markets, Hedge Funds, FINRA, Business Development, Fixed Income, Private Equity, Alternative Investments, Emerging Markets, Financial Markets, Portfolio Management, Investment Banking, Valuation, Equity Trading, Bloomberg, Securities, Series 7, Trading, Asset Management, Public Relations
Education
Fordham University - Graduate School of Business Administration
SUNY Albany
Stephen Webber Stephen Webber's UBS Investment Bank Experience October 2001 - September 2004
Job Electronic FX FI Financial Sales | Technology Sales | Back Office Operations | Risk Management
Industry Investment Banking
Experience
M.S. in Professional Accounting January 2015 - Present
Brand Development Strategic Planning Platform Execution Channel Marketing August 2014 - Present
RBS July 2010 - July 2014
Barclays Capital March 2008 - July 2010
FXall October 2006 - March 2008
FXall August 2005 - September 2006
Deutsche Bank September 2004 - June 2005
UBS Investment Bank October 2001 - September 2004
UBS Investment Bank October 1999 - October 2001
Mack Molding 1995 - 1997
Skills
FX Options, Electronic Trading, Fixed Income, Derivatives, Options, Trading, Hedge Funds, Trading Systems, Commodity, Foreign Exchange, Currency, Equities, Emerging Markets, Prime Brokerage, Structured Products, Strategy, CRM, Financial Markets, Back Office, Marketing Strategy, Banking, Financial Risk, Transactional Cost...
Education
Fordham Gabelli School of Business 2015 — 2016
MS in Professional Accounting or MBA in Finance, Accounting
Nazareth College 1986 — 1990
B.S. Business Administration
M.S. in Professional Accounting January 2015 - Present
Brand Development Strategic Planning Platform Execution Channel Marketing August 2014 - Present
RBS July 2010 - July 2014
Barclays Capital March 2008 - July 2010
FXall October 2006 - March 2008
FXall August 2005 - September 2006
Deutsche Bank September 2004 - June 2005
UBS Investment Bank October 2001 - September 2004
UBS Investment Bank October 1999 - October 2001
Mack Molding 1995 - 1997
Skills
FX Options, Electronic Trading, Fixed Income, Derivatives, Options, Trading, Hedge Funds, Trading Systems, Commodity, Foreign Exchange, Currency, Equities, Emerging Markets, Prime Brokerage, Structured Products, Strategy, CRM, Financial Markets, Back Office, Marketing Strategy, Banking, Financial Risk, Transactional Cost...
Education
Fordham Gabelli School of Business 2015 — 2016
MS in Professional Accounting or MBA in Finance, Accounting
Nazareth College 1986 — 1990
B.S. Business Administration
Ian Manwaring Ian Manwaring's UBS Investment Bank Experience May 2015 - Present
Job Market Risk Analyst at UBS
Industry Investment Banking
Experience
UBS Investment Bank May 2015 - Present
Fordham University January 2015 - April 2015
Northrop Grumman Corporation May 2013 - August 2013
Micron Technology January 2012 - June 2012
University of Rochester May 2011 - December 2011
Skills
Matlab, Electronics, Quantitative Finance, Financial Modeling, Semiconductors, VBA, Data Mining, Microsoft Excel, Derivatives, SQL, Finance, Risk Management, Financial Econometrics, Microsoft Office, Statistics, JMP, Design of Experiments, CMOS, Optics, Fixed Income
Education
Fordham Gabelli School of Business 2014 — 2015
Master's Degree, Quantitative Finance, 3.93/4.00
Rochester Institute of Technology 2009 — 2014
Bachelor's Degree, Microelectronic Engineering, 3.80/4.00
UBS Investment Bank May 2015 - Present
Fordham University January 2015 - April 2015
Northrop Grumman Corporation May 2013 - August 2013
Micron Technology January 2012 - June 2012
University of Rochester May 2011 - December 2011
Skills
Matlab, Electronics, Quantitative Finance, Financial Modeling, Semiconductors, VBA, Data Mining, Microsoft Excel, Derivatives, SQL, Finance, Risk Management, Financial Econometrics, Microsoft Office, Statistics, JMP, Design of Experiments, CMOS, Optics, Fixed Income
Education
Fordham Gabelli School of Business 2014 — 2015
Master's Degree, Quantitative Finance, 3.93/4.00
Rochester Institute of Technology 2009 — 2014
Bachelor's Degree, Microelectronic Engineering, 3.80/4.00
Sebastien Losy's UBS Investment Bank Experience June 2000 - August 2000
Job Vice President Marketing & Communications for AFI KLM E&M US Subsidiaries (AMGBarfield)
Industry Aviation & Aerospace
Experience
AFI KLM E&M US Subsidiaries (AMG-Barfield) February 2015 - Present
Barfield, an AFI KLM E&M company July 2014 - Present
Barfield, a Sabena technics company June 2007 - June 2014
EADS Barfield January 2002 - June 2007
Nike September 1996 - July 2001
UBS Investment Bank June 2000 - August 2000
Skills
Team Leadership, People Skills, Polyglot, Negotiation, Proposal Generation, Pricing, Project Management, Problem Solving, Multi Tasking, Goal-driven leader, Proposal Writing, Avionics, Airlines, Aeronautics, Purchasing, Marketing Strategy, Management, Contract Negotiation, Forecasting, Aerospace, Multilingual, Aircraft, Aircraft Maintenance, International Business..., New Business Development, International..., Spanish, Commercial Aviation, French, Marketing, Leadership, Time Management, Production Lines, Multinational, Trade Shows, International Marketing, International Business, Intercultural Skills, International Business..., Maintenance, Market Research, Competitive Analysis, Business Development, Analysis, Civil Aviation, Program Management, Sales, Access, Marketing...
Education
Florida International University 1999 — 2000
Master of Business Administration (MBA), International Business
Institute of Industrial & International Marketing - University of Paris 7 “ 1992 — 1993
Master's degree, International Marketing
AFI KLM E&M US Subsidiaries (AMG-Barfield) February 2015 - Present
Barfield, an AFI KLM E&M company July 2014 - Present
Barfield, a Sabena technics company June 2007 - June 2014
EADS Barfield January 2002 - June 2007
Nike September 1996 - July 2001
UBS Investment Bank June 2000 - August 2000
Skills
Team Leadership, People Skills, Polyglot, Negotiation, Proposal Generation, Pricing, Project Management, Problem Solving, Multi Tasking, Goal-driven leader, Proposal Writing, Avionics, Airlines, Aeronautics, Purchasing, Marketing Strategy, Management, Contract Negotiation, Forecasting, Aerospace, Multilingual, Aircraft, Aircraft Maintenance, International Business..., New Business Development, International..., Spanish, Commercial Aviation, French, Marketing, Leadership, Time Management, Production Lines, Multinational, Trade Shows, International Marketing, International Business, Intercultural Skills, International Business..., Maintenance, Market Research, Competitive Analysis, Business Development, Analysis, Civil Aviation, Program Management, Sales, Access, Marketing...
Education
Florida International University 1999 — 2000
Master of Business Administration (MBA), International Business
Institute of Industrial & International Marketing - University of Paris 7 “ 1992 — 1993
Master's degree, International Marketing
Scarlett Williams, MBA Scarlett Williams, MBA's UBS Investment Bank Experience June 2009 - July 2009
Job Inside Sales Representative at CSX Transportation
Industry Transportation/Trucking/Railroad
Experience
CSX Transportation January 2013 - Present
CSX Transportation July 2012 - January 2013
Department of Health (Bureau of Revenue Management) January 2010 - January 2012
UBS Investment Bank June 2009 - July 2009
Caterpillar Inc. May 2008 - August 2008
Skills
Logistics, Transportation, Pricing, Strategy, Freight, Transportation...
Education
Florida Agricultural and Mechanical University 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Shanghai University 2009 — 2009
Mandarin Chinese, Asian Economics and Asian Culture
Florida Agricultural and Mechanical University 2005 — 2009
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
CSX Transportation January 2013 - Present
CSX Transportation July 2012 - January 2013
Department of Health (Bureau of Revenue Management) January 2010 - January 2012
UBS Investment Bank June 2009 - July 2009
Caterpillar Inc. May 2008 - August 2008
Skills
Logistics, Transportation, Pricing, Strategy, Freight, Transportation...
Education
Florida Agricultural and Mechanical University 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Shanghai University 2009 — 2009
Mandarin Chinese, Asian Economics and Asian Culture
Florida Agricultural and Mechanical University 2005 — 2009
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Andrew Kostin Andrew Kostin's UBS Investment Bank Experience June 2007 - August 2008
Job Andrew Kostin: AML Surveillance Implementation, Optimization, Tuning, Analytics, Model Validation, Risk ScoringActimize
Industry Financial Services
Experience
Signature Bank September 2015 - Present
NICE Actimize June 2013 - Present
Barclays May 2015 - August 2015
J.P. Morgan June 2013 - May 2015
NYSE Euronext June 2011 - August 2011
UBS Investment Bank June 2007 - August 2008
Skills
Risk Management, Actimize, Mantas, Model Validation, Algorithm Design, Business Requirements..., Risk and Control..., Data Analysis, Statistical Modeling, Threshold Analytics, Regression Analysis, Below the Line Analysis, Risk Scoring, Quantitative Analysis, User Acceptance Testing, Stress Testing, Equities, Securities, Fixed Income, Investment Banking, Financial Modeling, SQL, SAS, Business Objects, Pivot Tables, Visual Basic for..., Microsoft Excel, Fraud Prevention, Capital Markets, Financial Services, LGBT Marketing &..., Derivatives, Microsoft Office, Financial Analysis, Investments, Bloomberg Terminal, Leveraged Finance, Valuation, Hedge Funds, Private Equity, Weighted Average Cost..., Cash Flow Forecasting, Equity Research, Mergers & Acquisitions, Financial Reporting, Trade Settlements, LexisNexis Risk..., USA PATRIOT Act, Futrix, FIS Prime
Education
Silberman College of Business at Fairleigh Dickinson University 2008 — 2013
Bachelor's, Bachelor of Science in Marketing
The Academy of Information Technology and Engineering 2005 — 2008
High School
Signature Bank September 2015 - Present
NICE Actimize June 2013 - Present
Barclays May 2015 - August 2015
J.P. Morgan June 2013 - May 2015
NYSE Euronext June 2011 - August 2011
UBS Investment Bank June 2007 - August 2008
Skills
Risk Management, Actimize, Mantas, Model Validation, Algorithm Design, Business Requirements..., Risk and Control..., Data Analysis, Statistical Modeling, Threshold Analytics, Regression Analysis, Below the Line Analysis, Risk Scoring, Quantitative Analysis, User Acceptance Testing, Stress Testing, Equities, Securities, Fixed Income, Investment Banking, Financial Modeling, SQL, SAS, Business Objects, Pivot Tables, Visual Basic for..., Microsoft Excel, Fraud Prevention, Capital Markets, Financial Services, LGBT Marketing &..., Derivatives, Microsoft Office, Financial Analysis, Investments, Bloomberg Terminal, Leveraged Finance, Valuation, Hedge Funds, Private Equity, Weighted Average Cost..., Cash Flow Forecasting, Equity Research, Mergers & Acquisitions, Financial Reporting, Trade Settlements, LexisNexis Risk..., USA PATRIOT Act, Futrix, FIS Prime
Education
Silberman College of Business at Fairleigh Dickinson University 2008 — 2013
Bachelor's, Bachelor of Science in Marketing
The Academy of Information Technology and Engineering 2005 — 2008
High School
Elena Khilko Elena Khilko's UBS Investment Bank Experience June 2009 - August 2009
Job Assistant Vice President, Global Investigations Unit at Citigroup
Industry Higher Education
Experience
Citigroup May 2015 - Present
JPMorgan Chase November 2013 - April 2015
Morgan Stanley Wealth Management July 2012 - October 2013
Oberon Securities, LLC January 2012 - May 2012
Liberty Mutual Insurance June 2010 - August 2010
UBS Investment Bank June 2009 - August 2009
Skills
Financial Modeling, Bloomberg Terminal, Microsoft Excel, Equity Research, Capital IQ, Westlaw, Mergermarket, Financial Statement..., Research, Report Writing, Legal Writing, Social Media Marketing, Social Media, Russian, Microsoft Word, Excel, PowerPoint, Access, Anti-Money Laundering, AML, Hedge Funds, Capital Markets, Financial Analysis, Bloomberg, Investment Banking, Due Diligence, Investments, Corporate Finance, Equities, Finance
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
Master of Business Administration (MBA), Finance, General, 3.96
Fordham University School of Law 2008 — 2011
JD
San Francisco State University, College of Business 2005 — 2007
BS, Business Administration, 3.92
Citigroup May 2015 - Present
JPMorgan Chase November 2013 - April 2015
Morgan Stanley Wealth Management July 2012 - October 2013
Oberon Securities, LLC January 2012 - May 2012
Liberty Mutual Insurance June 2010 - August 2010
UBS Investment Bank June 2009 - August 2009
Skills
Financial Modeling, Bloomberg Terminal, Microsoft Excel, Equity Research, Capital IQ, Westlaw, Mergermarket, Financial Statement..., Research, Report Writing, Legal Writing, Social Media Marketing, Social Media, Russian, Microsoft Word, Excel, PowerPoint, Access, Anti-Money Laundering, AML, Hedge Funds, Capital Markets, Financial Analysis, Bloomberg, Investment Banking, Due Diligence, Investments, Corporate Finance, Equities, Finance
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
Master of Business Administration (MBA), Finance, General, 3.96
Fordham University School of Law 2008 — 2011
JD
San Francisco State University, College of Business 2005 — 2007
BS, Business Administration, 3.92
Thomas Feda Thomas Feda's UBS Investment Bank Experience April 1997 - April 2003
Job Director at trueEX Group LLC
Industry Capital Markets
Experience
trueEX Group LLC July 2014 - Present
Societe Generale, Corporate & Investment Banking November 2012 - April 2014
TD Securities (USA), February 2010 - September 2012
Nomura Securities July 2008 - February 2010
Bear Stearns & Co, April 2003 - June 2008
UBS Investment Bank April 1997 - April 2003
Bankers Trust April 1991 - April 1997
U.S. Department of State 1988 - 1990
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance
Fordham University
Bachelor of Arts (B.A.), Economics
trueEX Group LLC July 2014 - Present
Societe Generale, Corporate & Investment Banking November 2012 - April 2014
TD Securities (USA), February 2010 - September 2012
Nomura Securities July 2008 - February 2010
Bear Stearns & Co, April 2003 - June 2008
UBS Investment Bank April 1997 - April 2003
Bankers Trust April 1991 - April 1997
U.S. Department of State 1988 - 1990
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance
Fordham University
Bachelor of Arts (B.A.), Economics
Roy Heinrich Roy Heinrich's UBS Investment Bank Experience October 2005 - April 2012
Job Senior Internal Auditor at Deutsche Bank
Industry Capital Markets
Experience
Deutsche Bank April 2012 - Present
UBS Investment Bank October 2005 - April 2012
Wachovia Bank May 2004 - October 2005
GE Capital April 2003 - May 2004
JPMorgan Chase April 1994 - October 2002
Skills
Internal Audit, Internal Controls, Capital Markets, Finance, Operational Risk, Investment Banking, Auditing, Fixed Income, Equities, KYC, Due Diligence, Operational Risk..., Middle Office, Market Risk, Licenses: Series 7..., Bonds, Financial Services, Settlement, Back Office, Emerging Markets, Securitization, Collateral Management, Foreign Exchange, Securities, Valuation
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General
Fordham University
Bachelor of Arts (BA), Mathematics/Economics
Stuyvesant High School
Regents Diploma
Deutsche Bank April 2012 - Present
UBS Investment Bank October 2005 - April 2012
Wachovia Bank May 2004 - October 2005
GE Capital April 2003 - May 2004
JPMorgan Chase April 1994 - October 2002
Skills
Internal Audit, Internal Controls, Capital Markets, Finance, Operational Risk, Investment Banking, Auditing, Fixed Income, Equities, KYC, Due Diligence, Operational Risk..., Middle Office, Market Risk, Licenses: Series 7..., Bonds, Financial Services, Settlement, Back Office, Emerging Markets, Securitization, Collateral Management, Foreign Exchange, Securities, Valuation
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General
Fordham University
Bachelor of Arts (BA), Mathematics/Economics
Stuyvesant High School
Regents Diploma
Alejandro Plata Alejandro Plata's UBS Investment Bank Experience June 2010 - August 2010
Job Investment Banking Analyst at Holdun
Industry Financial Services
Experience
Holdun April 2013 - Present
Banco Santander October 2011 - April 2013
One Laptop Per Child September 2010 - June 2011
UBS Investment Bank June 2010 - August 2010
YTECH International Lenders July 2008 - May 2010
Merrill Lynch June 2009 - August 2009
Brockers Insurance, March 2006 - August 2007
Skills
Corporate Finance, Financial Modeling, Fundraising, Investments, Private Equity, Due Diligence, Mergers, Portfolio Management, Credit, Valuation, Financial Analysis, Capital Markets, Investment Banking, Equities, Risk Management, Budgets, Mergers & Acquisitions
Education
Florida International University 2006 — 2010
BBA/BA, Finance/Economics
Holdun April 2013 - Present
Banco Santander October 2011 - April 2013
One Laptop Per Child September 2010 - June 2011
UBS Investment Bank June 2010 - August 2010
YTECH International Lenders July 2008 - May 2010
Merrill Lynch June 2009 - August 2009
Brockers Insurance, March 2006 - August 2007
Skills
Corporate Finance, Financial Modeling, Fundraising, Investments, Private Equity, Due Diligence, Mergers, Portfolio Management, Credit, Valuation, Financial Analysis, Capital Markets, Investment Banking, Equities, Risk Management, Budgets, Mergers & Acquisitions
Education
Florida International University 2006 — 2010
BBA/BA, Finance/Economics
Kirill Lukin Kirill Lukin's UBS Investment Bank Experience March 2007 - May 2007
Job Director at Raiffeisen Bank International AG (RBI)
Industry Investment Banking
Experience
Raiffeisen Bank International AG (RBI) November 2009 - Present
Raiffeisen Bank International AG (RBI) December 2007 - November 2009
UBS Investment Bank March 2007 - May 2007
Merrill Lynch August 2006 - September 2006
Skills
Structured Finance, Emerging Markets, Valuation, Leveraged Finance, Trading, Syndications, Financial Structuring, High Yield, Power Trading, Trade Finance, Mergers, LBO, Loans, Mergers & Acquisitions, Financial Institutions, Loan Origination, Investment Banking
Education
Frankfurt School of Finance and Management 2006 — 2007
Master of Finance in Finance, Investment Banking & Capital Markets
Финансовый Университет при Правительства Российской Федерации / Finance University under the Government of the Russian Federation 2000 — 2005
Diploma with honors, Finance
Raiffeisen Bank International AG (RBI) November 2009 - Present
Raiffeisen Bank International AG (RBI) December 2007 - November 2009
UBS Investment Bank March 2007 - May 2007
Merrill Lynch August 2006 - September 2006
Skills
Structured Finance, Emerging Markets, Valuation, Leveraged Finance, Trading, Syndications, Financial Structuring, High Yield, Power Trading, Trade Finance, Mergers, LBO, Loans, Mergers & Acquisitions, Financial Institutions, Loan Origination, Investment Banking
Education
Frankfurt School of Finance and Management 2006 — 2007
Master of Finance in Finance, Investment Banking & Capital Markets
Финансовый Университет при Правительства Российской Федерации / Finance University under the Government of the Russian Federation 2000 — 2005
Diploma with honors, Finance
Michael Cortese's UBS Investment Bank Experience December 1991 - July 2015
Job Managing Director at JP Morgan Chase
Industry Investment Banking
Experience
JP Morgan Chase September 2015 - Present
UBS Investment Bank December 1991 - July 2015
Education
Fordham Gabelli School of Business 1991 — 1993
MBA, Finance
West Virginia University 1981 — 1985
JP Morgan Chase September 2015 - Present
UBS Investment Bank December 1991 - July 2015
Education
Fordham Gabelli School of Business 1991 — 1993
MBA, Finance
West Virginia University 1981 — 1985
Ted Hendrickson (LION) Ted Hendrickson (LION)'s UBS Investment Bank Experience March 2006 - October 2007
Job Critical Care RN at United States Air Force
Industry Medical Practice
Experience
U.S. Department of Veterans Affairs July 2014 - Present
United States Air Force August 2013 - Present
Yale New Haven Hospital August 2011 - January 2015
Bridgewater Associates October 2007 - March 2008
UBS Investment Bank March 2006 - October 2007
Skills
Basic Life Support..., Advanced Cardiac Life..., BSN Residency Program, Internal Medicine, Healthcare, Hospitals, EMR, Clinical Research, Healthcare Management, Healthcare Information..., Nursing, Informatics, Public Speaking, EHR, Critical Care, Medicine, PowerPoint, Healthcare Consulting
Education
Fairfield University 2015 — 2019
Doctor of Nursing Practice, Psych/Mental Health
The University of Connecticut School of Business 2012 — 2017
MBA, Health/Health Care Administration/Management
Southern Connecticut State University 2010 — 2011
BSN, Registered Nursing/Registered Nurse
Saint Lawrence University 1998 — 2003
BA, Economics
Fairfield High School
U.S. Department of Veterans Affairs July 2014 - Present
United States Air Force August 2013 - Present
Yale New Haven Hospital August 2011 - January 2015
Bridgewater Associates October 2007 - March 2008
UBS Investment Bank March 2006 - October 2007
Skills
Basic Life Support..., Advanced Cardiac Life..., BSN Residency Program, Internal Medicine, Healthcare, Hospitals, EMR, Clinical Research, Healthcare Management, Healthcare Information..., Nursing, Informatics, Public Speaking, EHR, Critical Care, Medicine, PowerPoint, Healthcare Consulting
Education
Fairfield University 2015 — 2019
Doctor of Nursing Practice, Psych/Mental Health
The University of Connecticut School of Business 2012 — 2017
MBA, Health/Health Care Administration/Management
Southern Connecticut State University 2010 — 2011
BSN, Registered Nursing/Registered Nurse
Saint Lawrence University 1998 — 2003
BA, Economics
Fairfield High School
Craig Barone's UBS Investment Bank Experience July 2015 - Present
Job Investment Banking Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2015 - Present
The Investment Banking Society at Fordham March 2014 - Present
UBS Investment Bank June 2014 - August 2014
Berkery, Noyes & Co., LLC September 2013 - April 2014
Brocair Partners LLC May 2013 - August 2013
Waddell & Reed January 2013 - May 2013
Skills
Investment Banking, Investments, Bloomberg Terminal, Microsoft Office, Teamwork, Financial Modeling, Microsoft Excel, Financial Analysis, Finance, PowerPoint, DCF Valuation, Equity Research, Capital IQ, Equity Trading, Professional Mentoring, Leveraged Finance, Valuation, Public Speaking, Portfolio Management, Research, Time Management
Education
Fordham University 2013 — 2015
Bachelor’s Degree, Finance, GPA: 3.84 / 4.00
UBS Investment Bank July 2015 - Present
The Investment Banking Society at Fordham March 2014 - Present
UBS Investment Bank June 2014 - August 2014
Berkery, Noyes & Co., LLC September 2013 - April 2014
Brocair Partners LLC May 2013 - August 2013
Waddell & Reed January 2013 - May 2013
Skills
Investment Banking, Investments, Bloomberg Terminal, Microsoft Office, Teamwork, Financial Modeling, Microsoft Excel, Financial Analysis, Finance, PowerPoint, DCF Valuation, Equity Research, Capital IQ, Equity Trading, Professional Mentoring, Leveraged Finance, Valuation, Public Speaking, Portfolio Management, Research, Time Management
Education
Fordham University 2013 — 2015
Bachelor’s Degree, Finance, GPA: 3.84 / 4.00
Eric Porter Eric Porter's UBS Investment Bank Experience August 2009 - May 2011
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2015 - Present
Goldman Sachs March 2013 - Present
Goldman Sachs May 2011 - March 2013
UBS Investment Bank August 2009 - May 2011
UBS Investment Bank June 2008 - August 2008
Simon and Schuster June 2007 - April 2008
Skills
Financial Modeling, Product Control, Financial Analysis, Derivatives, Corporate Finance, Bloomberg Terminal, Fixed Income, Credit, Valuation, Investments
Education
Fordham University - Graduate School of Business Administration 2009 — 2009
MBA, Finance
Fordham University 2005 — 2009
BS, Business Administration with Finance Concentration
Goldman Sachs January 2015 - Present
Goldman Sachs March 2013 - Present
Goldman Sachs May 2011 - March 2013
UBS Investment Bank August 2009 - May 2011
UBS Investment Bank June 2008 - August 2008
Simon and Schuster June 2007 - April 2008
Skills
Financial Modeling, Product Control, Financial Analysis, Derivatives, Corporate Finance, Bloomberg Terminal, Fixed Income, Credit, Valuation, Investments
Education
Fordham University - Graduate School of Business Administration 2009 — 2009
MBA, Finance
Fordham University 2005 — 2009
BS, Business Administration with Finance Concentration
Marty J. Flynn's UBS Investment Bank Experience June 2011 - April 2014
Job Institutional Equity Sales
Industry Financial Services
Experience
UBS Investment Bank June 2011 - April 2014
D.A. Davidson & Co. August 2010 - June 2011
Thomas Weisel Partners November 2009 - May 2010
Jefferies LLC April 2006 - December 2007
UBS Investment Bank June 2002 - March 2006
ABN AMRO Bank N.V. May 2000 - May 2002
Invesco US July 1998 - May 2000
University of TX @ Austin MBA investment Fund January 1997 - May 1997
Deutsche Bank July 1994 - August 1996
Nomura Research Institute November 1992 - July 1994
Education
The University of Texas at Austin 1996 — 1998
Master of Business Administration (M.B.A.), Accounting and Finance
Fordham University 1987 — 1991
Bachelor's Degree, Finance, General
UBS Investment Bank June 2011 - April 2014
D.A. Davidson & Co. August 2010 - June 2011
Thomas Weisel Partners November 2009 - May 2010
Jefferies LLC April 2006 - December 2007
UBS Investment Bank June 2002 - March 2006
ABN AMRO Bank N.V. May 2000 - May 2002
Invesco US July 1998 - May 2000
University of TX @ Austin MBA investment Fund January 1997 - May 1997
Deutsche Bank July 1994 - August 1996
Nomura Research Institute November 1992 - July 1994
Education
The University of Texas at Austin 1996 — 1998
Master of Business Administration (M.B.A.), Accounting and Finance
Fordham University 1987 — 1991
Bachelor's Degree, Finance, General
Samantha Roomey Samantha Roomey's UBS Investment Bank Experience March 2010 - May 2010
Job US Retail Coordinator at Canali
Industry Accounting
Experience
Canali November 2014 - Present
Canali June 2013 - November 2014
Basler February 2013 - March 2013
Canali January 2013 - February 2013
Pershing- A BNY Mellon Company May 2012 - August 2012
Rothstein Kass January 2012 - March 2012
Fairfield University October 2008 - May 2011
Viaco Limited June 2010 - August 2010
UBS Investment Bank March 2010 - May 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Accounting, Financial Accounting, Teamwork, Auditing, Research, Leadership, Management, Data Analysis, Social Media
Education
Fairfield University 2007 — 2011
Bachelor of Science, Accounting
Mediterranean Center for Arts and Sciences
Canali November 2014 - Present
Canali June 2013 - November 2014
Basler February 2013 - March 2013
Canali January 2013 - February 2013
Pershing- A BNY Mellon Company May 2012 - August 2012
Rothstein Kass January 2012 - March 2012
Fairfield University October 2008 - May 2011
Viaco Limited June 2010 - August 2010
UBS Investment Bank March 2010 - May 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Accounting, Financial Accounting, Teamwork, Auditing, Research, Leadership, Management, Data Analysis, Social Media
Education
Fairfield University 2007 — 2011
Bachelor of Science, Accounting
Mediterranean Center for Arts and Sciences
Sandra Reynoso-McPherson Sandra Reynoso-McPherson's UBS Investment Bank Experience February 2001 - September 2007
Job Executive Administrative Assistant at JPMorgan
Industry Banking
Experience
JPMorgan December 2007 - Present
UBS Investment Bank February 2001 - September 2007
Platinum Re 1990 - 2001
Skills
Outlook, Expenses, Travel Arrangements, Calendars, Calendaring, Administrative..., Expense Management, Microsoft Office, Microsoft Word, Time Management, Office Management, Concur, Lotus Notes, Spreadsheets, Office Administration, Telephone Skills, Data Entry, Confidentiality, PowerPoint, Administrative...
Education
Fashion Institute of Technology
fashion merchandising
JPMorgan December 2007 - Present
UBS Investment Bank February 2001 - September 2007
Platinum Re 1990 - 2001
Skills
Outlook, Expenses, Travel Arrangements, Calendars, Calendaring, Administrative..., Expense Management, Microsoft Office, Microsoft Word, Time Management, Office Management, Concur, Lotus Notes, Spreadsheets, Office Administration, Telephone Skills, Data Entry, Confidentiality, PowerPoint, Administrative...
Education
Fashion Institute of Technology
fashion merchandising
Robert Barocas Robert Barocas's UBS Investment Bank Experience October 2010 - October 2011
Job Corporate Finance ERP IT Leader at GE
Industry Financial Services
Experience
GE April 2013 - Present
Society for Information Management January 2007 - Present
XL Group plc October 2011 - January 2013
UBS Investment Bank October 2010 - October 2011
TNS-Global (WPP Group) August 2008 - October 2010
Bank of America August 2007 - August 2008
JPMorgan Chase June 2006 - July 2007
JPMorgan Chase October 2004 - May 2006
JPMorgan Chase January 2004 - September 2004
JPMorgan Chase January 2003 - December 2003
Skills
Corporate Finance, Credit Risk, Bank Mergers, Business Transformation, Process Improvement, Offshore Outsourcing, Program Management, Project Management, PMP, Agile Project Management, CMMI, Solution Architecture, ERP Implementations, Oracle E-Business Suite, Oracle Applications, CRM Integration, SaaS, Cloud Applications, Portal Development, Data Warehousing, Business Intelligence, Enterprise Software, Business Process..., Project Planning, Financial Services
Education
Fordham Gabelli School of Business 1988 — 1990
MBA, Finance
GE April 2013 - Present
Society for Information Management January 2007 - Present
XL Group plc October 2011 - January 2013
UBS Investment Bank October 2010 - October 2011
TNS-Global (WPP Group) August 2008 - October 2010
Bank of America August 2007 - August 2008
JPMorgan Chase June 2006 - July 2007
JPMorgan Chase October 2004 - May 2006
JPMorgan Chase January 2004 - September 2004
JPMorgan Chase January 2003 - December 2003
Skills
Corporate Finance, Credit Risk, Bank Mergers, Business Transformation, Process Improvement, Offshore Outsourcing, Program Management, Project Management, PMP, Agile Project Management, CMMI, Solution Architecture, ERP Implementations, Oracle E-Business Suite, Oracle Applications, CRM Integration, SaaS, Cloud Applications, Portal Development, Data Warehousing, Business Intelligence, Enterprise Software, Business Process..., Project Planning, Financial Services
Education
Fordham Gabelli School of Business 1988 — 1990
MBA, Finance
Alexandra Acosta Alexandra Acosta's UBS Investment Bank Experience March 2012 - June 2012
Job Compliance at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs August 2014 - Present
Lyxor Asset Management March 2013 - August 2014
NewOak Capital October 2012 - February 2013
UBS Investment Bank March 2012 - June 2012
Fordham Journal of Corporate and Financial Law May 2011 - May 2012
US Securities and Exchange Commission January 2012 - March 2012
Lincoln Square Legal Services August 2011 - December 2011
New Jersey Office of Attorney General June 2011 - August 2011
New York City Department of Investigation June 2010 - August 2010
Lehman Brothers Holdings Inc. July 2008 - November 2008
Skills
Legal Research, Legal Writing, Litigation, Securities
Education
Fordham University School of Law 2009 — 2012
JD, Securities, Finance
Florida International University 2004 — 2008
Bachelor of Business Administration, International Business Honors, magna cum laude
Dilit International School
Study Abroad, Italian language & culture
Universidad Complutense de Madrid
Study Abroad, Advanced Spanish language & culture
Goldman Sachs August 2014 - Present
Lyxor Asset Management March 2013 - August 2014
NewOak Capital October 2012 - February 2013
UBS Investment Bank March 2012 - June 2012
Fordham Journal of Corporate and Financial Law May 2011 - May 2012
US Securities and Exchange Commission January 2012 - March 2012
Lincoln Square Legal Services August 2011 - December 2011
New Jersey Office of Attorney General June 2011 - August 2011
New York City Department of Investigation June 2010 - August 2010
Lehman Brothers Holdings Inc. July 2008 - November 2008
Skills
Legal Research, Legal Writing, Litigation, Securities
Education
Fordham University School of Law 2009 — 2012
JD, Securities, Finance
Florida International University 2004 — 2008
Bachelor of Business Administration, International Business Honors, magna cum laude
Dilit International School
Study Abroad, Italian language & culture
Universidad Complutense de Madrid
Study Abroad, Advanced Spanish language & culture
Rich Caldropoli Rich Caldropoli's UBS Investment Bank Experience 2006 - 2008
Job Global Compliance
Industry Financial Services
Experience
Citi May 2013 - Present
Citi September 2011 - Present
Roundabend Consulting Group, LLC April 2011 - Present
RR Donnelley (formerly Bowne and Co.) 2010 - April 2011
Bowne (acquired by RR Donnelley) 2010 - 2010
IQNavigator, Inc. 2008 - 2010
UBS Investment Bank 2006 - 2008
Morgan Stanley 2000 - 2006
CitiGroup 1988 - 2000
Skills
Vendor Management, Risk Management, Financial Analysis, Process Improvement, Strategic Planning, Executive Management, Program Management, Project Management, Outsourcing, Business Process..., Team Building, Strategic Partnerships, Mergers, Financial Modeling, Investment Banking
Education
Fordham University - Graduate School of Business Administration 1994 — 1997
MBA, Finance
Iona College 1983 — 1985
BBA, Accounting
Citi May 2013 - Present
Citi September 2011 - Present
Roundabend Consulting Group, LLC April 2011 - Present
RR Donnelley (formerly Bowne and Co.) 2010 - April 2011
Bowne (acquired by RR Donnelley) 2010 - 2010
IQNavigator, Inc. 2008 - 2010
UBS Investment Bank 2006 - 2008
Morgan Stanley 2000 - 2006
CitiGroup 1988 - 2000
Skills
Vendor Management, Risk Management, Financial Analysis, Process Improvement, Strategic Planning, Executive Management, Program Management, Project Management, Outsourcing, Business Process..., Team Building, Strategic Partnerships, Mergers, Financial Modeling, Investment Banking
Education
Fordham University - Graduate School of Business Administration 1994 — 1997
MBA, Finance
Iona College 1983 — 1985
BBA, Accounting
Jennifer Buck Jennifer Buck's UBS Investment Bank Experience February 2001 - July 2009
Job Communication Designer at AQR Capital Management
Industry Marketing and Advertising
Experience
AQR Capital Management July 2011 - Present
Consultant February 2011 - July 2011
Florida International University August 2009 - January 2011
UBS Investment Bank February 2001 - July 2009
The Guild Group February 2000 - February 2001
Bear Stearns December 1997 - February 2000
Merchant Ivory Productions September 1997 - December 1997
Paramount Pictures July 1995 - June 1997
Paramount Pictures September 1994 - July 1995
Skills
Marketing Communications, Management, Corporate Communications, Project Management, Photoshop, PowerPoint, HTML, Flash, Graphic Design, Presentation Development, Project Coordination, Project Execution, Project Implementation, MS Project, Client Relationship..., Dreamweaver, Illustrator, Microsoft Word, Executive Communications, Client Service, Investor Relations, Television Production, New Media, Word, Excel, SAP, Corel Draw, Proficient in InDesign, Marketing, Entertainment Industry, Entertainment Technology, Broadcast Television
Education
Florida International University 2009 — 2010
Business
Post University 2007 — 2008
BS, Finance
New York University 1990 — 1992
Bachelor of Arts (BA), Journalism
Pine Bush High School 1984 — 1988
AQR Capital Management July 2011 - Present
Consultant February 2011 - July 2011
Florida International University August 2009 - January 2011
UBS Investment Bank February 2001 - July 2009
The Guild Group February 2000 - February 2001
Bear Stearns December 1997 - February 2000
Merchant Ivory Productions September 1997 - December 1997
Paramount Pictures July 1995 - June 1997
Paramount Pictures September 1994 - July 1995
Skills
Marketing Communications, Management, Corporate Communications, Project Management, Photoshop, PowerPoint, HTML, Flash, Graphic Design, Presentation Development, Project Coordination, Project Execution, Project Implementation, MS Project, Client Relationship..., Dreamweaver, Illustrator, Microsoft Word, Executive Communications, Client Service, Investor Relations, Television Production, New Media, Word, Excel, SAP, Corel Draw, Proficient in InDesign, Marketing, Entertainment Industry, Entertainment Technology, Broadcast Television
Education
Florida International University 2009 — 2010
Business
Post University 2007 — 2008
BS, Finance
New York University 1990 — 1992
Bachelor of Arts (BA), Journalism
Pine Bush High School 1984 — 1988
Alexa Mendez's UBS Investment Bank Experience March 2011 - January 2012
Job Business Support Sale Coordination at Christie's
Industry Financial Services
Experience
Christie's August 2014 - Present
Christie's November 2012 - August 2014
Greencard Creative January 2012 - March 2012
UBS Investment Bank March 2011 - January 2012
Pedro Realty International Inc January 2008 - August 2011
Skills
Microsoft Excel, Alternative Investments, Wealth Management, PowerPoint, Microsoft Office, Finance, Financial Analysis, Hyperion Planning, JDE Enterprise One, Concur, Workday, Essbase, Adobe Acrobat, Bloomberg, Bloomberg Terminal, Customer Service, Public Speaking, Social Media, Sales, Microsoft Word, Event Planning, Leadership, Research, Social Networking, Curating
Education
Fordham University 2008 — 2012
Bachelor of Science (BS), Finance
Christie's August 2014 - Present
Christie's November 2012 - August 2014
Greencard Creative January 2012 - March 2012
UBS Investment Bank March 2011 - January 2012
Pedro Realty International Inc January 2008 - August 2011
Skills
Microsoft Excel, Alternative Investments, Wealth Management, PowerPoint, Microsoft Office, Finance, Financial Analysis, Hyperion Planning, JDE Enterprise One, Concur, Workday, Essbase, Adobe Acrobat, Bloomberg, Bloomberg Terminal, Customer Service, Public Speaking, Social Media, Sales, Microsoft Word, Event Planning, Leadership, Research, Social Networking, Curating
Education
Fordham University 2008 — 2012
Bachelor of Science (BS), Finance
Samreen Hossain's UBS Investment Bank Experience February 2008 - October 2008
Job Senior Supervisor, Office of the Superintendent of Financial Institutions Canada
Industry Government Administration
Experience
UBS Investment Bank February 2008 - October 2008
UBS Investment Bank July 2007 - January 2008
UBS Investment Bank June 2006 - August 2006
Office of the Superintendent of Financial Institutions of Canada 2002 - 2005
Education
Fordham Gabelli School of Business 2005 — 2007
MBA
George Brown College 2004 — 2004
Certificate
University of Toronto - New College 1998 — 2002
H.BSc
UBS Investment Bank February 2008 - October 2008
UBS Investment Bank July 2007 - January 2008
UBS Investment Bank June 2006 - August 2006
Office of the Superintendent of Financial Institutions of Canada 2002 - 2005
Education
Fordham Gabelli School of Business 2005 — 2007
MBA
George Brown College 2004 — 2004
Certificate
University of Toronto - New College 1998 — 2002
H.BSc
Christopher DarConte Christopher DarConte's UBS Investment Bank Experience May 2011 - May 2013
Job Core Prime Brokerage at European Investment Bank
Industry Investment Banking
Experience
Investment Bank May 2013 - Present
UBS Investment Bank May 2011 - May 2013
Credit Suisse May 2009 - June 2011
Citi Private Bank 2005 - 2009
Alliance Bernstein 2000 - 2005
Deutsche Bank 1998 - 2000
Skills
Prime Brokerage, Securities Lending, FX Options, Interest Rate Swaps, Repos, Forwards, Cash, Strategy, Program Coordination, Project Management, Leadership, Agile Methodologies, Investment Banking, Equities, Financial Services, Capital Markets, Management, Hedge Funds, Middle Office
Education
Fordham University - Graduate School of Business Administration 2002 — 2005
MBA, Management, Information Systems
Investment Bank May 2013 - Present
UBS Investment Bank May 2011 - May 2013
Credit Suisse May 2009 - June 2011
Citi Private Bank 2005 - 2009
Alliance Bernstein 2000 - 2005
Deutsche Bank 1998 - 2000
Skills
Prime Brokerage, Securities Lending, FX Options, Interest Rate Swaps, Repos, Forwards, Cash, Strategy, Program Coordination, Project Management, Leadership, Agile Methodologies, Investment Banking, Equities, Financial Services, Capital Markets, Management, Hedge Funds, Middle Office
Education
Fordham University - Graduate School of Business Administration 2002 — 2005
MBA, Management, Information Systems
Anthony Vilato Anthony Vilato's UBS Investment Bank Experience November 2005 - September 2007
Job Institutional FX Sales at BNP Paribas
Industry Banking
Experience
BNP Paribas November 2013 - Present
BNP Paribas June 2011 - November 2013
BNP Paribas December 2009 - June 2011
BNP Paribas October 2007 - December 2009
UBS Investment Bank November 2005 - September 2007
Citi September 2003 - November 2005
Skills
Derivatives, Equities, Foreign Exchange, Prime Brokerage, Portfolio Management, Asset Management, Hedge Funds, Fixed Income, Trading, Financial Markets, Structured Products, Fund Of Funds, Alternative Investments, FX Options, Capital Markets, Investment Banking
Education
Fordham University 1999 — 2003
Bachelor's Degree, Finance, General
BNP Paribas November 2013 - Present
BNP Paribas June 2011 - November 2013
BNP Paribas December 2009 - June 2011
BNP Paribas October 2007 - December 2009
UBS Investment Bank November 2005 - September 2007
Citi September 2003 - November 2005
Skills
Derivatives, Equities, Foreign Exchange, Prime Brokerage, Portfolio Management, Asset Management, Hedge Funds, Fixed Income, Trading, Financial Markets, Structured Products, Fund Of Funds, Alternative Investments, FX Options, Capital Markets, Investment Banking
Education
Fordham University 1999 — 2003
Bachelor's Degree, Finance, General
Sharif Johnson Sharif Johnson's UBS Investment Bank Experience January 2009 - Present
Job Infrastructure Engineer at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank January 2009 - Present
UBS Investment Bank January 2005 - January 2009
Education
Fairfield University 2008 — 2010
Masters of Science, Software Engineering
Stony Brook University 2001 — 2004
Bachelor of Science, Computer Science
UBS Investment Bank January 2009 - Present
UBS Investment Bank January 2005 - January 2009
Education
Fairfield University 2008 — 2010
Masters of Science, Software Engineering
Stony Brook University 2001 — 2004
Bachelor of Science, Computer Science
Samantha Cross Samantha Cross's UBS Investment Bank Experience June 2012 - April 2014
Job Founder at Square One Financial Education
Industry Education Management
Experience
Square One Financial Education April 2014 - Present
UBS Investment Bank June 2012 - April 2014
UBS Investment Bank March 2011 - July 2012
Deutsche Bank October 2006 - October 2009
UBS Investment Bank January 2004 - October 2006
UBS July 2001 - January 2004
Skills
Education, Personal Finance..., Personal Finance, young adult education, Adult Education, Finance Consulting, Investment Banking, Equities
Education
The University of Connecticut School of Business 2005 — 2007
MBA, Business Administration and Management, General
Fairfield University 1997 — 2001
BS, Business Administration; Finance
Square One Financial Education April 2014 - Present
UBS Investment Bank June 2012 - April 2014
UBS Investment Bank March 2011 - July 2012
Deutsche Bank October 2006 - October 2009
UBS Investment Bank January 2004 - October 2006
UBS July 2001 - January 2004
Skills
Education, Personal Finance..., Personal Finance, young adult education, Adult Education, Finance Consulting, Investment Banking, Equities
Education
The University of Connecticut School of Business 2005 — 2007
MBA, Business Administration and Management, General
Fairfield University 1997 — 2001
BS, Business Administration; Finance
Rose Mathis Rose Mathis's UBS Investment Bank Experience August 2011 - July 2015
Job Syndicate Investment Solutions at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2015 - Present
UBS Investment Bank August 2011 - July 2015
UBS Investment Bank June 2010 - August 2010
New Jersey State Police June 2008 - August 2008
Education
Fairfield University 2007 — 2011
B.S., Chemistry, Mathematics, German
Università degli Studi di Firenze / University of Florence 2009 — 2010
Wells Fargo Securities July 2015 - Present
UBS Investment Bank August 2011 - July 2015
UBS Investment Bank June 2010 - August 2010
New Jersey State Police June 2008 - August 2008
Education
Fairfield University 2007 — 2011
B.S., Chemistry, Mathematics, German
Università degli Studi di Firenze / University of Florence 2009 — 2010
Larry Yavner Larry Yavner's UBS Investment Bank Experience 1998 - 2005
Job Managing Partner, LBY Partners LLC
Industry Financial Services
Experience
LBY Partners LLC September 2012 - Present
J.P. Morgan 2008 - 2012
Bear Stearns 2005 - 2008
UBS Investment Bank 1998 - 2005
Murray Capital Management Inc. 1995 - 1998
Furman Selz Inc. 1987 - 1995
Skills
Equities, Valuation, Investments, Hedge Funds, Securities, High Yield, Capital Markets, Fixed Income, Investment Banking, Leveraged Finance, Private Equity, Equity Research, Asset Management, Portfolio Management, Trading, Derivatives, Bonds, Financial Risk, Structured Products, Equity Derivatives, Options, Equity Trading, Value Investing, Credit, Emerging Markets, Investment Management, Private Investment, Angel Investing, Alternative Investment...
Education
Fordham Gabelli School of Business 1990 — 1992
Master of Business Administration (MBA), Finance, General
Washington University in St. Louis 1983 — 1987
AB, Economics
LBY Partners LLC September 2012 - Present
J.P. Morgan 2008 - 2012
Bear Stearns 2005 - 2008
UBS Investment Bank 1998 - 2005
Murray Capital Management Inc. 1995 - 1998
Furman Selz Inc. 1987 - 1995
Skills
Equities, Valuation, Investments, Hedge Funds, Securities, High Yield, Capital Markets, Fixed Income, Investment Banking, Leveraged Finance, Private Equity, Equity Research, Asset Management, Portfolio Management, Trading, Derivatives, Bonds, Financial Risk, Structured Products, Equity Derivatives, Options, Equity Trading, Value Investing, Credit, Emerging Markets, Investment Management, Private Investment, Angel Investing, Alternative Investment...
Education
Fordham Gabelli School of Business 1990 — 1992
Master of Business Administration (MBA), Finance, General
Washington University in St. Louis 1983 — 1987
AB, Economics
Nicholas Awad Nicholas Awad's UBS Investment Bank Experience July 2013 - Present
Job Community Developement / Real Estate / Marketing
Industry Real Estate
Experience
UBS Investment Bank July 2013 - Present
Barclays Investment Bank December 2012 - April 2013
Goldman Sachs July 2012 - December 2012
Morgan Stanley May 2011 - July 2012
Goldman Sachs November 2010 - April 2011
Merrill Lynch February 2007 - July 2009
Skills
Fixed Income, Microsoft Excel, Investments, Trading, Financial Risk, Team Leadership, Mutual Funds, Databases, Management, Auditing, Insurance, Pivot Tables
Education
State University of New York College at Oneonta 2002 — 2005
B.S., Economics & Business
Fairleigh Dickinson University 2001 — 2002
UBS Investment Bank July 2013 - Present
Barclays Investment Bank December 2012 - April 2013
Goldman Sachs July 2012 - December 2012
Morgan Stanley May 2011 - July 2012
Goldman Sachs November 2010 - April 2011
Merrill Lynch February 2007 - July 2009
Skills
Fixed Income, Microsoft Excel, Investments, Trading, Financial Risk, Team Leadership, Mutual Funds, Databases, Management, Auditing, Insurance, Pivot Tables
Education
State University of New York College at Oneonta 2002 — 2005
B.S., Economics & Business
Fairleigh Dickinson University 2001 — 2002
Grace Adago, SPHR's UBS Investment Bank Experience April 2006 - May 2007
Job Candidate Lead at Bridgewater Associates
Industry Human Resources
Experience
Bridgewater Associates July 2013 - Present
BlackRock August 2012 - March 2013
BlackRock June 2011 - July 2012
Cerberus Capital Management December 2009 - June 2011
Cerberus Capital Management June 2008 - December 2009
Google May 2007 - January 2008
UBS Investment Bank April 2006 - May 2007
UBS Invesment Bank October 2005 - April 2006
Bingham McCutchen 2000 - 2001
Skills
Human Resources, Talent Acquisition, Recruiting, Campus Recruiting, Sourcing, Interviews, Onboarding, Training, Project Management, Talent Management, Process Improvement, Project Planning, Acquisition Integration, HR Consulting, Microsoft Excel, PowerPoint, Applicant Tracking..., Viseo, Taleo, iCIMS
Education
Fordham University 2001 — 2005
BA, English, Business
Bridgewater Associates July 2013 - Present
BlackRock August 2012 - March 2013
BlackRock June 2011 - July 2012
Cerberus Capital Management December 2009 - June 2011
Cerberus Capital Management June 2008 - December 2009
Google May 2007 - January 2008
UBS Investment Bank April 2006 - May 2007
UBS Invesment Bank October 2005 - April 2006
Bingham McCutchen 2000 - 2001
Skills
Human Resources, Talent Acquisition, Recruiting, Campus Recruiting, Sourcing, Interviews, Onboarding, Training, Project Management, Talent Management, Process Improvement, Project Planning, Acquisition Integration, HR Consulting, Microsoft Excel, PowerPoint, Applicant Tracking..., Viseo, Taleo, iCIMS
Education
Fordham University 2001 — 2005
BA, English, Business
Antonio Marchitelli Antonio Marchitelli's UBS Investment Bank Experience August 2012 - February 2013
Job 2015 MBA Candidate | SDA Bocconi
Industry Management Consulting
Experience
Moleskine June 2015 - Present
Capco March 2013 - August 2014
UBS Investment Bank August 2012 - February 2013
UBS Investment Bank April 2012 - July 2012
UBS Investment Bank July 2010 - March 2012
U.S. Department of State 2008 - 2008
Skills
Business Transformation, Derivatives, Project Management, Business Analysis, Risk Management, Banking, Middle Office, Capital Markets, Italian, Financial Services, Prime Brokerage, Analisi aziendale
Education
SDA Bocconi 2014 — 2015
Master of Business Administration (M.B.A.)
Fordham University 2006 — 2010
Bachelor of Science (B.S.), Finance & International Business, Magna Cum Laude
Università Cattolica del Sacro Cuore 2008 — 2008
Bachelor of Science (B.S.), International Business
Chaminade High School 2002 — 2006
Moleskine June 2015 - Present
Capco March 2013 - August 2014
UBS Investment Bank August 2012 - February 2013
UBS Investment Bank April 2012 - July 2012
UBS Investment Bank July 2010 - March 2012
U.S. Department of State 2008 - 2008
Skills
Business Transformation, Derivatives, Project Management, Business Analysis, Risk Management, Banking, Middle Office, Capital Markets, Italian, Financial Services, Prime Brokerage, Analisi aziendale
Education
SDA Bocconi 2014 — 2015
Master of Business Administration (M.B.A.)
Fordham University 2006 — 2010
Bachelor of Science (B.S.), Finance & International Business, Magna Cum Laude
Università Cattolica del Sacro Cuore 2008 — 2008
Bachelor of Science (B.S.), International Business
Chaminade High School 2002 — 2006
Scott Alpaugh Scott Alpaugh's UBS Investment Bank Experience April 2011 - Present
Job Prime Services Sales at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank April 2011 - Present
UBS Investment Bank August 2009 - April 2011
Con Edison May 2006 - July 2009
US Army September 2005 - April 2006
US Army August 2004 - September 2005
Skills
Options, Equities, OTC, Clearing, Derivatives, Futures, Trading Systems, Fixed Income, Commodity, Sales, Prime Brokerage, Hedge Funds, Dodd-Frank, Leadership, Management, Exchange Traded..., Asset Management..., Credit Derivatives, Investment Banking, Interest Rate..., Series 63, Electronic Trading, Interest Rate Swaps, Series 7, Military
Education
Fordham University - Graduate School of Business Administration 2007 — 2011
Master of Business Administration (MBA), Finance and Management
United States Military Academy at West Point 1999 — 2003
Bachelor of Science (B.S.), Leadership and Management/Systems Engineering
UBS Investment Bank April 2011 - Present
UBS Investment Bank August 2009 - April 2011
Con Edison May 2006 - July 2009
US Army September 2005 - April 2006
US Army August 2004 - September 2005
Skills
Options, Equities, OTC, Clearing, Derivatives, Futures, Trading Systems, Fixed Income, Commodity, Sales, Prime Brokerage, Hedge Funds, Dodd-Frank, Leadership, Management, Exchange Traded..., Asset Management..., Credit Derivatives, Investment Banking, Interest Rate..., Series 63, Electronic Trading, Interest Rate Swaps, Series 7, Military
Education
Fordham University - Graduate School of Business Administration 2007 — 2011
Master of Business Administration (MBA), Finance and Management
United States Military Academy at West Point 1999 — 2003
Bachelor of Science (B.S.), Leadership and Management/Systems Engineering
Chekesha Kidd Chekesha Kidd's UBS Investment Bank Experience February 2004 - November 2007
Job Vice President, Group Life and Voluntary Products at The Hartford
Industry Hospital & Health Care
Experience
The Hartford January 2015 - Present
K6 ADVISORY GROUP, LLC January 2013 - Present
MJHS December 2013 - Present
Bennett College May 2014 - Present
Cigna July 2014 - December 2014
Aetna November 2010 - January 2013
Aetna January 2010 - November 2010
Aetna December 2008 - January 2010
UBS Investment Bank February 2004 - November 2007
Banc of America Securities July 2001 - February 2004
Skills
Leadership, Mergers & Acquisitions, Healthcare, Program Management, Health Insurance, Insurance, Venture Capital, Process Improvement, Community Development, Investment Banking, Financial Services, Financial Modeling, Finance, Strategic Planning, Strategic Partnerships, Management, Strategy, Mergers, Policy, Nonprofits, Financial Analysis, Valuation, Business Strategy, Fundraising
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2001
MBA/MHSA
Florida Agricultural and Mechanical University 1993 — 1998
B.S.
Leon High School
The Hartford January 2015 - Present
K6 ADVISORY GROUP, LLC January 2013 - Present
MJHS December 2013 - Present
Bennett College May 2014 - Present
Cigna July 2014 - December 2014
Aetna November 2010 - January 2013
Aetna January 2010 - November 2010
Aetna December 2008 - January 2010
UBS Investment Bank February 2004 - November 2007
Banc of America Securities July 2001 - February 2004
Skills
Leadership, Mergers & Acquisitions, Healthcare, Program Management, Health Insurance, Insurance, Venture Capital, Process Improvement, Community Development, Investment Banking, Financial Services, Financial Modeling, Finance, Strategic Planning, Strategic Partnerships, Management, Strategy, Mergers, Policy, Nonprofits, Financial Analysis, Valuation, Business Strategy, Fundraising
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2001
MBA/MHSA
Florida Agricultural and Mechanical University 1993 — 1998
B.S.
Leon High School
Joseph V. Bonanno Jr. Joseph V. Bonanno Jr.'s UBS Investment Bank Experience November 2010 - May 2011
Job Wealth Management Head of Analytics Strategy & Governance at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Morgan Stanley January 2014 - June 2015
Morgan Stanley Wealth Management May 2011 - December 2013
UBS Investment Bank November 2010 - May 2011
Morgan Stanley Smith Barney July 2007 - October 2010
Morgan Stanley April 1999 - July 2007
Oracle March 1998 - April 1999
Cendant Mobility 1995 - 1998
Skills
Business Intelligence, Strategic Financial..., Business Objects, Financial Reporting, Finance, Financial Services, Essbase, Enterprise Architecture, Business Process, Data Warehousing, Integration, Business Analytics, PMO, Wealth Management, Business Analysis, Analytics, Business Process..., Risk Management, Analysis, Financial Systems, Change Management, Strategy, Data Integration, Executive Reporting, Cognos, Outsourcing, CRM, SAP, EPM, Forecasting, Data Management, Strategic Architecture, Collaborative Problem..., Management, Leadership, Business Development, QlikView, Team Leadership, Relational Databases, Web Development, Large Scale Deployments, Offshore Management, Database Modeling, Changing Environments, Leading Change, Big Data, Portfolio Management, Financial Analysis, Executive Management, Self Learning
Education
University of Pennsylvania - The Wharton School 2008 — 2009
Strategic Education and Executive Development Program, Leadership and Talent Management
Fordham University 1991 — 1995
BS, Finance
NRHS
Morgan Stanley July 2015 - Present
Morgan Stanley January 2014 - June 2015
Morgan Stanley Wealth Management May 2011 - December 2013
UBS Investment Bank November 2010 - May 2011
Morgan Stanley Smith Barney July 2007 - October 2010
Morgan Stanley April 1999 - July 2007
Oracle March 1998 - April 1999
Cendant Mobility 1995 - 1998
Skills
Business Intelligence, Strategic Financial..., Business Objects, Financial Reporting, Finance, Financial Services, Essbase, Enterprise Architecture, Business Process, Data Warehousing, Integration, Business Analytics, PMO, Wealth Management, Business Analysis, Analytics, Business Process..., Risk Management, Analysis, Financial Systems, Change Management, Strategy, Data Integration, Executive Reporting, Cognos, Outsourcing, CRM, SAP, EPM, Forecasting, Data Management, Strategic Architecture, Collaborative Problem..., Management, Leadership, Business Development, QlikView, Team Leadership, Relational Databases, Web Development, Large Scale Deployments, Offshore Management, Database Modeling, Changing Environments, Leading Change, Big Data, Portfolio Management, Financial Analysis, Executive Management, Self Learning
Education
University of Pennsylvania - The Wharton School 2008 — 2009
Strategic Education and Executive Development Program, Leadership and Talent Management
Fordham University 1991 — 1995
BS, Finance
NRHS
Amy Gower Amy Gower's UBS Investment Bank Experience August 2006 - July 2015
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
UBS Investment Bank August 2006 - July 2015
Cadwalader, Wickersham & Taft July 2004 - August 2006
Education
Fordham University 2000 — 2004
Bachelors of Science, Finance and Marketing
Scranton Preparatory School 1996 — 2000
Morgan Stanley July 2015 - Present
UBS Investment Bank August 2006 - July 2015
Cadwalader, Wickersham & Taft July 2004 - August 2006
Education
Fordham University 2000 — 2004
Bachelors of Science, Finance and Marketing
Scranton Preparatory School 1996 — 2000
Kevin M. Budd Kevin M. Budd's UBS Investment Bank Experience 1992 - 1998
Job Associate General Counsel
Industry Law Practice
Experience
MetLife 2006 - Present
ABN AMRO 2004 - 2006
Dresdner Kleinwort 1998 - 2004
UBS Investment Bank 1992 - 1998
UBS Investment Bank (formerly Swiss Bank Corporation) 1985 - 1992
United States Army and Army Reserves 1981 - 1989
Skills
Capital Markets, Derivatives, Fixed Income, Equities, Investment Banking, Credit Derivatives, Prime Brokerage, Trading, Risk Management, Portfolio Management, Banking, ISDA, Insurance, Mergers & Acquisitions, Series 63, Financial Structuring, Hedge Funds, Corporate Law, Investments, Loans, Corporate Finance, Asset Management, Swaps, Strategy, Options, Equity Derivatives, Dodd-Frank, Financial Services, AML, Securities Lending, Operational Risk, Interest Rate..., Restructuring, Securities Regulation, Due Diligence, Securitization, Structured Products, Trading Systems, Commodity, Financial Markets, Securities, Electronic Trading, Investment Advisory, Bloomberg, Back Office, FX Options, Financial Risk, Structured Finance, FINRA
Education
Fordham University School of Law 1995 — 1998
LL.M, Masters of Law
Seton Hall University School of Law 1988 — 1992
JD, Law
Fordham University 1985 — 1987
MA, International Politcal Economy and Development
Saint Peter's University 1979 — 1983
BS, Economics / Business
Nutley High school
MetLife 2006 - Present
ABN AMRO 2004 - 2006
Dresdner Kleinwort 1998 - 2004
UBS Investment Bank 1992 - 1998
UBS Investment Bank (formerly Swiss Bank Corporation) 1985 - 1992
United States Army and Army Reserves 1981 - 1989
Skills
Capital Markets, Derivatives, Fixed Income, Equities, Investment Banking, Credit Derivatives, Prime Brokerage, Trading, Risk Management, Portfolio Management, Banking, ISDA, Insurance, Mergers & Acquisitions, Series 63, Financial Structuring, Hedge Funds, Corporate Law, Investments, Loans, Corporate Finance, Asset Management, Swaps, Strategy, Options, Equity Derivatives, Dodd-Frank, Financial Services, AML, Securities Lending, Operational Risk, Interest Rate..., Restructuring, Securities Regulation, Due Diligence, Securitization, Structured Products, Trading Systems, Commodity, Financial Markets, Securities, Electronic Trading, Investment Advisory, Bloomberg, Back Office, FX Options, Financial Risk, Structured Finance, FINRA
Education
Fordham University School of Law 1995 — 1998
LL.M, Masters of Law
Seton Hall University School of Law 1988 — 1992
JD, Law
Fordham University 1985 — 1987
MA, International Politcal Economy and Development
Saint Peter's University 1979 — 1983
BS, Economics / Business
Nutley High school
Brandon Karow Brandon Karow's UBS Investment Bank Experience April 2011 - August 2013
Job Senior Financial Analyst (FP&A) at Sirius Decisions
Industry Financial Services
Experience
SiriusDecisions July 2015 - Present
GE Capital August 2013 - July 2015
UBS Investment Bank April 2011 - August 2013
Fordham University July 2007 - April 2011
E*TRADE Financial January 2005 - July 2007
E*TRADE Financial 2005 - 2007
E*TRADE Financial 2005 - 2007
Skills
Financial Analysis, Finance, Financial Services, Accounting, Securities, Risk Management, Financial Risk, Financial Reporting, Auditing, Equities, Banking, Financial Modeling, Analysis, Fixed Income
Education
Fordham University - Graduate School of Business Administration 2008 — 2011
Master of Business Administration (M.B.A.), Accounting
University of Rochester 2000 — 2004
B.A, English
SiriusDecisions July 2015 - Present
GE Capital August 2013 - July 2015
UBS Investment Bank April 2011 - August 2013
Fordham University July 2007 - April 2011
E*TRADE Financial January 2005 - July 2007
E*TRADE Financial 2005 - 2007
E*TRADE Financial 2005 - 2007
Skills
Financial Analysis, Finance, Financial Services, Accounting, Securities, Risk Management, Financial Risk, Financial Reporting, Auditing, Equities, Banking, Financial Modeling, Analysis, Fixed Income
Education
Fordham University - Graduate School of Business Administration 2008 — 2011
Master of Business Administration (M.B.A.), Accounting
University of Rochester 2000 — 2004
B.A, English
Timothy Shanahan's UBS Investment Bank Experience May 2008 - May 2011
Job Director at BMO Capital Markets
Industry Financial Services
Experience
UBS Investment Bank May 2008 - May 2011
UBS Securities Co., Ltd August 1996 - May 2008
Chase Manhattan Bank May 1989 - May 1994
Education
Fordham University - Graduate School of Business Administration 1993 — 1995
MBA, Finance
Providence College 1985 — 1989
Bachelor of Science, Finance
UBS Investment Bank May 2008 - May 2011
UBS Securities Co., Ltd August 1996 - May 2008
Chase Manhattan Bank May 1989 - May 1994
Education
Fordham University - Graduate School of Business Administration 1993 — 1995
MBA, Finance
Providence College 1985 — 1989
Bachelor of Science, Finance
Gregory Lellouche's UBS Investment Bank Experience March 2009 - June 2011
Job Founder, No Man Walks Alone
Industry Retail
Experience
No Man Walks Alone January 2013 - Present
RBC Capital Markets June 2011 - January 2013
UBS Investment Bank March 2009 - June 2011
UBS Investment Bank March 2006 - February 2009
UBS Investment Bank August 2002 - March 2006
Lehman Brothers May 2001 - August 2001
Transcapital January 1995 - April 2000
Skills
Investment Banking, Capital Markets, Mergers, Equities, IPO, Finance, Valuation, Financial Modeling, Corporate Finance, Private Equity, Fixed Income, Financial Analysis, Investments, Due Diligence, Mergers & Acquisitions, Equity Research
Education
Fashion Institute of Technology 2013 — 2013
Retail Management & Merchandising
New York University - Stern School of Business 2000 — 2002
MBA, Finance
No Man Walks Alone January 2013 - Present
RBC Capital Markets June 2011 - January 2013
UBS Investment Bank March 2009 - June 2011
UBS Investment Bank March 2006 - February 2009
UBS Investment Bank August 2002 - March 2006
Lehman Brothers May 2001 - August 2001
Transcapital January 1995 - April 2000
Skills
Investment Banking, Capital Markets, Mergers, Equities, IPO, Finance, Valuation, Financial Modeling, Corporate Finance, Private Equity, Fixed Income, Financial Analysis, Investments, Due Diligence, Mergers & Acquisitions, Equity Research
Education
Fashion Institute of Technology 2013 — 2013
Retail Management & Merchandising
New York University - Stern School of Business 2000 — 2002
MBA, Finance
Dawn R. Brock's UBS Investment Bank Experience March 2001 - March 2002
Job
Industry Investment Banking
Experience
Palisade Capital Management, L.L.C. November 2013 - Present
Lord Abbett & Co. LLC June 2011 - November 2013
Kaufman Bros., L.P. November 2009 - July 2011
JPMorgan May 2004 - January 2009
BMO/Harris Nesbitt September 2003 - May 2004
UBS Investment Bank March 2001 - March 2002
ING/Furman Selz September 1996 - March 2001
Skills
Investments, Equities, Strategy, Bloomberg, Equity Research, Valuation, Securities, Equity Valuation, Competitive Analysis, Hedge Funds, Investment Banking, Fixed Income, Portfolio Management, Series 7, Financial Modeling, Capital Markets, Series 63, Private Equity, Asset Managment
Education
Fordham Gabelli School of Business 2000 — 2003
MBA, Finance
New York University 1992 — 1996
BA, Journalism
Palisade Capital Management, L.L.C. November 2013 - Present
Lord Abbett & Co. LLC June 2011 - November 2013
Kaufman Bros., L.P. November 2009 - July 2011
JPMorgan May 2004 - January 2009
BMO/Harris Nesbitt September 2003 - May 2004
UBS Investment Bank March 2001 - March 2002
ING/Furman Selz September 1996 - March 2001
Skills
Investments, Equities, Strategy, Bloomberg, Equity Research, Valuation, Securities, Equity Valuation, Competitive Analysis, Hedge Funds, Investment Banking, Fixed Income, Portfolio Management, Series 7, Financial Modeling, Capital Markets, Series 63, Private Equity, Asset Managment
Education
Fordham Gabelli School of Business 2000 — 2003
MBA, Finance
New York University 1992 — 1996
BA, Journalism
Michael-P OConnor's UBS Investment Bank Experience November 2008 - June 2010
Job
Industry Investment Banking
Experience
UBS April 2011 - Present
UBS July 2010 - Present
UBS Investment Bank November 2008 - June 2010
UBS August 2002 - October 2008
UBS February 2004 - September 2004
UBS August 2002 - December 2003
Credit Suisse June 2001 - July 2002
Capco June 1999 - June 2001
UBS Investment Bank 1998 - 1999
UBS 1995 - 1997
Skills
Project Management, Change Management, Risk Management, Program Management, PMO, Vendor Management, Business Analysis, Middle Office, Project Delivery, Investment Banking, Back Office, Stakeholder Management, Business Process..., Fixed Income, Financial Risk
Education
Fordham University 1991 — 1995
Bachelor of Science (B.S.), Business Administration / Public Accounting
UBS April 2011 - Present
UBS July 2010 - Present
UBS Investment Bank November 2008 - June 2010
UBS August 2002 - October 2008
UBS February 2004 - September 2004
UBS August 2002 - December 2003
Credit Suisse June 2001 - July 2002
Capco June 1999 - June 2001
UBS Investment Bank 1998 - 1999
UBS 1995 - 1997
Skills
Project Management, Change Management, Risk Management, Program Management, PMO, Vendor Management, Business Analysis, Middle Office, Project Delivery, Investment Banking, Back Office, Stakeholder Management, Business Process..., Fixed Income, Financial Risk
Education
Fordham University 1991 — 1995
Bachelor of Science (B.S.), Business Administration / Public Accounting
Brian Agan's UBS Investment Bank Experience February 2013 - Present
Job Business Development and Project Manager at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank February 2013 - Present
UBS November 2004 - February 2013
Skills
Prime Brokerage, Equity Derivatives, Equities, Middle Office, Securities Lending, Hedge Funds, Swaps, Series 7, Derivatives, Investment Banking, Options, Bloomberg, Financial Services, Operational Risk, Relationship Management, Equity Swaps, Series 63, Structured Products, Alternative Investments, Corporate Actions, Financial Markets, ETFs, Securities, Project Management, Regulatory Reporting, Dodd-Frank, Business Analysis, Business Process...
Education
Fordham Gabelli School of Business 2003 — 2006
Master of Business Administration (M.B.A.), Finance, General
Quinnipiac University - School of Business 1997 — 2001
Bachelor's Degree
UBS Investment Bank February 2013 - Present
UBS November 2004 - February 2013
Skills
Prime Brokerage, Equity Derivatives, Equities, Middle Office, Securities Lending, Hedge Funds, Swaps, Series 7, Derivatives, Investment Banking, Options, Bloomberg, Financial Services, Operational Risk, Relationship Management, Equity Swaps, Series 63, Structured Products, Alternative Investments, Corporate Actions, Financial Markets, ETFs, Securities, Project Management, Regulatory Reporting, Dodd-Frank, Business Analysis, Business Process...
Education
Fordham Gabelli School of Business 2003 — 2006
Master of Business Administration (M.B.A.), Finance, General
Quinnipiac University - School of Business 1997 — 2001
Bachelor's Degree
Timothy Jung's UBS Investment Bank Experience 1992 - 1996
Job Financial Services Regulatory Advisory at PwC
Industry Financial Services
Experience
PwC January 2013 - Present
Bank of America 2010 - 2012
Capital Markets Engineering & Trading 2008 - 2010
Barclaycard 2007 - 2008
Citigroup, Inc 1996 - 2007
UBS Investment Bank 1992 - 1996
PwC 1988 - 1992
Skills
Capital Markets, Internal Controls, Forecasting, Securitization, Financial Modeling, Fixed Income, Financial Analysis, Banking, Cash Management, Financial Regulation, Accounting
Education
Fordham University
MBA, Finance
Villanova University
BS, Accountancy
PwC January 2013 - Present
Bank of America 2010 - 2012
Capital Markets Engineering & Trading 2008 - 2010
Barclaycard 2007 - 2008
Citigroup, Inc 1996 - 2007
UBS Investment Bank 1992 - 1996
PwC 1988 - 1992
Skills
Capital Markets, Internal Controls, Forecasting, Securitization, Financial Modeling, Fixed Income, Financial Analysis, Banking, Cash Management, Financial Regulation, Accounting
Education
Fordham University
MBA, Finance
Villanova University
BS, Accountancy
Benny Morello's UBS Investment Bank Experience December 2003 - Present
Job Sales Trader at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank December 2003 - Present
Skills
Equities
Education
Fordham University - Graduate School of Business Administration 2001 — 2004
Master of Business Administration (MBA), Accounting, Finance, and International Business
University of Massachusetts, Amherst 1998 — 2000
BA, Economics
UBS Investment Bank December 2003 - Present
Skills
Equities
Education
Fordham University - Graduate School of Business Administration 2001 — 2004
Master of Business Administration (MBA), Accounting, Finance, and International Business
University of Massachusetts, Amherst 1998 — 2000
BA, Economics
Herschel Cohen's UBS Investment Bank Experience 1999 - 2003
Job Owner, B/ST Software Developers and Computer Software Consultant
Industry Computer Software
Experience
B/ST Software Developers contract programmer. sub-contractorUBS1999 - 2003
UBS Investment Bank 1999 - 2003
Cytec Industries July 1996 - June 1999
Metr. Bridge & Tunnel Authority 1994 - 1995
Does not apply 1990 - 1990
Skills
TCP/IP
Education
Florida State University
Physical Chemistry
Northwestern University
N.A., Biochemistry
University of Chicago
Physical Biochemistry
Wayne State University
B.Sc., Chemistry
B/ST Software Developers contract programmer. sub-contractorUBS1999 - 2003
UBS Investment Bank 1999 - 2003
Cytec Industries July 1996 - June 1999
Metr. Bridge & Tunnel Authority 1994 - 1995
Does not apply 1990 - 1990
Skills
TCP/IP
Education
Florida State University
Physical Chemistry
Northwestern University
N.A., Biochemistry
University of Chicago
Physical Biochemistry
Wayne State University
B.Sc., Chemistry
Maya Eiki-Law's UBS Investment Bank Experience January 2007 - July 2007
Job Business Development Representative
Industry Nonprofit Organization Management
Experience
Japan External Trade Organization April 2008 - Present
UBS Investment Bank January 2007 - July 2007
FXCM August 2005 - October 2006
Education
Fordham University 2002 — 2006
Japan External Trade Organization April 2008 - Present
UBS Investment Bank January 2007 - July 2007
FXCM August 2005 - October 2006
Education
Fordham University 2002 — 2006
Christopher Hazelton's UBS Investment Bank Experience May 2009 - June 2013
Job Investment Strategist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2015 - Present
Ebury Street Capital October 2013 - June 2015
UBS Investment Bank May 2009 - June 2013
UBS Investment Bank September 2007 - April 2009
UBS Investment Bank January 2003 - September 2007
UBS Investment Bank January 2000 - January 2003
Skills
Equities, Equity Research, Capital Markets, Series 7, Series 63, Series 24, Product Management, Investment Research, Project Management, Credit Analysis, Operations Research, Bloomberg, Fixed Income, Financial Markets, Securities, Investment Strategies, Bloomberg Terminal, Middle Office, Portfolio Management, Marketing Strategy, Marketing, Global Management, Global Strategy, Building Relationships, Business Development, New Business Development, Relationship Management, Trusted Business Partner, Trusting Relationships, Team Effectiveness, Marketing Effectiveness, Sales Effectiveness, Collaboration Solutions, Mentoring, Peer Mentoring, Team Mentoring, Cooperative, Project Coordination, Product Lifecycle..., Articulation, Marketing Communications, Written & Verbal..., Retaining Customers, Asset Management, Institutional..., Sales, Investments
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General
Georgetown University
Bachelor of Science, Management
Brophy College Preparatory
BNY Mellon July 2015 - Present
Ebury Street Capital October 2013 - June 2015
UBS Investment Bank May 2009 - June 2013
UBS Investment Bank September 2007 - April 2009
UBS Investment Bank January 2003 - September 2007
UBS Investment Bank January 2000 - January 2003
Skills
Equities, Equity Research, Capital Markets, Series 7, Series 63, Series 24, Product Management, Investment Research, Project Management, Credit Analysis, Operations Research, Bloomberg, Fixed Income, Financial Markets, Securities, Investment Strategies, Bloomberg Terminal, Middle Office, Portfolio Management, Marketing Strategy, Marketing, Global Management, Global Strategy, Building Relationships, Business Development, New Business Development, Relationship Management, Trusted Business Partner, Trusting Relationships, Team Effectiveness, Marketing Effectiveness, Sales Effectiveness, Collaboration Solutions, Mentoring, Peer Mentoring, Team Mentoring, Cooperative, Project Coordination, Product Lifecycle..., Articulation, Marketing Communications, Written & Verbal..., Retaining Customers, Asset Management, Institutional..., Sales, Investments
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General
Georgetown University
Bachelor of Science, Management
Brophy College Preparatory
Stephen Vamossy's UBS Investment Bank Experience 2005 - Present
Job Associate Director at UBS
Industry Investment Banking
Experience
UBS Investment Bank 2005 - Present
Mariner Investment Group May 2000 - March 2005
Skills
Capital Markets, Fixed Income, Valuation, Equities, Business Planning, Accounting, Corporate Finance
Education
Fordham University - Graduate School of Business Administration 2007 — 2010
MBA, Finance and Marketing
State University of New York College at Geneseo 1995 — 1999
Bachelor of Science (B.S.), Accounting
UBS Investment Bank 2005 - Present
Mariner Investment Group May 2000 - March 2005
Skills
Capital Markets, Fixed Income, Valuation, Equities, Business Planning, Accounting, Corporate Finance
Education
Fordham University - Graduate School of Business Administration 2007 — 2010
MBA, Finance and Marketing
State University of New York College at Geneseo 1995 — 1999
Bachelor of Science (B.S.), Accounting
Anurag Kabra's UBS Investment Bank Experience August 2011 - June 2013
Job BNP Paribas
Industry Information Technology and Services
Experience
BNP Paribas March 2015 - Present
BNP Paribas June 2013 - February 2015
UBS Investment Bank August 2011 - June 2013
BNP Paribas October 2008 - August 2011
Bank Of America Securities June 2007 - October 2008
Banc of America Securities June 2007 - October 2008
Bank of America June 2007 - September 2008
Aftek India Ltd. 2004 - 2005
Aftek 2004 - 2005
Aftek Infosys Ltd 2004 - 2005
Skills
Java, C++, C#, Perl, Unix, IntelliJ IDEA, Eclipse, Sybase, Oracle SQL, Spring, Java Enterprise Edition, Agile Methodologies, Hibernate, SDLC, SOA, Linux, Spring Framework, Requirements Analysis
Education
Illinois Institute of Technology 2006 — 2007
MS, Computer Science
University of Pune 2001 — 2003
Masters, Computer Science
Fergusson College 1998 — 2001
BCS, Computer Science
University of Pune 1998 — 2001
BCS, Computer Science
St. Xaviers
BNP Paribas March 2015 - Present
BNP Paribas June 2013 - February 2015
UBS Investment Bank August 2011 - June 2013
BNP Paribas October 2008 - August 2011
Bank Of America Securities June 2007 - October 2008
Banc of America Securities June 2007 - October 2008
Bank of America June 2007 - September 2008
Aftek India Ltd. 2004 - 2005
Aftek 2004 - 2005
Aftek Infosys Ltd 2004 - 2005
Skills
Java, C++, C#, Perl, Unix, IntelliJ IDEA, Eclipse, Sybase, Oracle SQL, Spring, Java Enterprise Edition, Agile Methodologies, Hibernate, SDLC, SOA, Linux, Spring Framework, Requirements Analysis
Education
Illinois Institute of Technology 2006 — 2007
MS, Computer Science
University of Pune 2001 — 2003
Masters, Computer Science
Fergusson College 1998 — 2001
BCS, Computer Science
University of Pune 1998 — 2001
BCS, Computer Science
St. Xaviers
Roseann Santaniello's UBS Investment Bank Experience 2003 - 2005
Job Manager, FP&A at WebMD
Industry Financial Services
Experience
WebMD September 2008 - Present
Lehman Brothers 2007 - September 2008
Lehman Brothers 2005 - 2007
UBS Investment Bank 2003 - 2005
UBS Investment Bank 2000 - 2003
UBS Investment Bank 1998 - 2000
Education
Fairfield University 1999 — 2002
MBA, Finance
Fairfield University 1994 — 1998
BS, Management & Marketing
WebMD September 2008 - Present
Lehman Brothers 2007 - September 2008
Lehman Brothers 2005 - 2007
UBS Investment Bank 2003 - 2005
UBS Investment Bank 2000 - 2003
UBS Investment Bank 1998 - 2000
Education
Fairfield University 1999 — 2002
MBA, Finance
Fairfield University 1994 — 1998
BS, Management & Marketing
Ronald Dennis's UBS Investment Bank Experience April 2012 - Present
Job Expierienced Finance Professional
Industry Banking
Experience
UBS Investment Bank April 2012 - Present
UBS Investment Bank June 2006 - April 2012
Philip Morris Capital Corporation September 2004 - June 2006
Philip Morris Capital Corp 2004 - 2006
GE 2002 - 2004
Education
Florida Agricultural and Mechanical University 1995 — 2001
UBS Investment Bank April 2012 - Present
UBS Investment Bank June 2006 - April 2012
Philip Morris Capital Corporation September 2004 - June 2006
Philip Morris Capital Corp 2004 - 2006
GE 2002 - 2004
Education
Florida Agricultural and Mechanical University 1995 — 2001
Lana Gifas's UBS Investment Bank Experience July 2006 - December 2014
Job Executive Director at Women's Mentoring Network, Inc.
Industry Nonprofit Organization Management
Experience
Women's Mentoring Network, Inc. January 2015 - Present
UBS Investment Bank July 2006 - December 2014
Deutsche Bank Securities 2000 - 2006
HSBC 1998 - 2000
Credit Suisse 1997 - 1998
Citi 1994 - 1997
Skills
High Yield, Investment Banking, Capital Markets, Leveraged Finance, Fixed Income, Corporate Finance, Syndications, Private Equity, Valuation, Financial Structuring, Financial Modeling, Portfolio Management, Credit, Credit Analysis, Mergers & Acquisitions, Structured Finance
Education
Fordham University - Graduate School of Business Administration
Masters of Business Administration, Business Administration and Management, General
Fordham University School of Business Administration
Bachelor of Science (B.S.), Business Administration / International Marketing / International Finance / French
Women's Mentoring Network, Inc. January 2015 - Present
UBS Investment Bank July 2006 - December 2014
Deutsche Bank Securities 2000 - 2006
HSBC 1998 - 2000
Credit Suisse 1997 - 1998
Citi 1994 - 1997
Skills
High Yield, Investment Banking, Capital Markets, Leveraged Finance, Fixed Income, Corporate Finance, Syndications, Private Equity, Valuation, Financial Structuring, Financial Modeling, Portfolio Management, Credit, Credit Analysis, Mergers & Acquisitions, Structured Finance
Education
Fordham University - Graduate School of Business Administration
Masters of Business Administration, Business Administration and Management, General
Fordham University School of Business Administration
Bachelor of Science (B.S.), Business Administration / International Marketing / International Finance / French
Omer Masud's UBS Investment Bank Experience February 2010 - May 2015
Job Managing Director Financial Sponsors Group at Macquarie Group
Industry Investment Banking
Experience
Macquarie Group June 2015 - Present
UBS Investment Bank February 2010 - May 2015
Medis Technologies January 2009 - February 2010
Citi - Markets and Banking May 2007 - December 2008
Bear Stearns Investment Banking 2005 - 2007
Fisher Professional Services 2004 - 2005
Sagent Advisors May 2004 - July 2004
The Ohio State University April 2000 - 2003
Skills
Investment Banking, Banking, Financial Structuring, Finance, Business Strategy, Strategy, Negotiation, Financial Modeling, Corporate Finance, Private Equity, Capital Markets, Valuation, Due Diligence, LBO, Leveraged Finance, Credit Analysis, Capital, Corporate Development, Alternative Investments, Series 7, Buyouts, Mergers, IPO
Education
The Ohio State University Fisher College of Business 2003 — 2005
MBA, Finance and Strategy
The Ohio State University 1999 — 2002
M.S, Electrical Engineering
Florida Institute of Technology 1995 — 1999
B.S, Electrical Engineering
Macquarie Group June 2015 - Present
UBS Investment Bank February 2010 - May 2015
Medis Technologies January 2009 - February 2010
Citi - Markets and Banking May 2007 - December 2008
Bear Stearns Investment Banking 2005 - 2007
Fisher Professional Services 2004 - 2005
Sagent Advisors May 2004 - July 2004
The Ohio State University April 2000 - 2003
Skills
Investment Banking, Banking, Financial Structuring, Finance, Business Strategy, Strategy, Negotiation, Financial Modeling, Corporate Finance, Private Equity, Capital Markets, Valuation, Due Diligence, LBO, Leveraged Finance, Credit Analysis, Capital, Corporate Development, Alternative Investments, Series 7, Buyouts, Mergers, IPO
Education
The Ohio State University Fisher College of Business 2003 — 2005
MBA, Finance and Strategy
The Ohio State University 1999 — 2002
M.S, Electrical Engineering
Florida Institute of Technology 1995 — 1999
B.S, Electrical Engineering
RAM CHANDRA PATLOLLA's UBS Investment Bank Experience April 2010 - March 2013
Job BHP Billiton
Industry Computer Software
Experience
BHP Billiton May 2015 - Present
BNY Mellon May 2014 - March 2015
BNP Paribas May 2013 - April 2014
UBS Investment Bank April 2010 - March 2013
Family Dollar 2009 - May 2010
Capital Group 2006 - 2009
UBS May 2006 - October 2006
Skills
Informatica, Perl, Sybase ASE, Unix Shell Scripting, Oracle SQL, SQL Server, Core Java, Microsoft SQL Server, Sybase, SDLC, PL/SQL, Oracle, Data Warehousing, SQL, Shell Scripting
Education
Fairleigh Dickinson University 2004 — 2006
Master of Sciences, Electronics and Communications
jayam college of engg & tech 1999 — 2003
Bachelor of Sciences, Electronics and Communications
BHP Billiton May 2015 - Present
BNY Mellon May 2014 - March 2015
BNP Paribas May 2013 - April 2014
UBS Investment Bank April 2010 - March 2013
Family Dollar 2009 - May 2010
Capital Group 2006 - 2009
UBS May 2006 - October 2006
Skills
Informatica, Perl, Sybase ASE, Unix Shell Scripting, Oracle SQL, SQL Server, Core Java, Microsoft SQL Server, Sybase, SDLC, PL/SQL, Oracle, Data Warehousing, SQL, Shell Scripting
Education
Fairleigh Dickinson University 2004 — 2006
Master of Sciences, Electronics and Communications
jayam college of engg & tech 1999 — 2003
Bachelor of Sciences, Electronics and Communications
Anthony Zahtila's UBS Investment Bank Experience October 2014 - Present
Job UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank October 2014 - Present
Bank of America Merrill Lynch July 2011 - October 2014
Bank of America Merrill Lynch June 2008 - July 2011
Merrill Lynch September 2005 - June 2008
Goldman Sachs January 2000 - September 2005
Skills
Derivatives, Fixed Income, Capital Markets, Equities, Finance, Corporate Finance, Prime Brokerage, Hedge Funds, Investment Banking, Bloomberg
Education
Hofstra University 1994 — 1998
BBA, Finance
Fordham Gabelli School of Business
MBA, Finance/Accounting
St. Francis Prep
UBS Investment Bank October 2014 - Present
Bank of America Merrill Lynch July 2011 - October 2014
Bank of America Merrill Lynch June 2008 - July 2011
Merrill Lynch September 2005 - June 2008
Goldman Sachs January 2000 - September 2005
Skills
Derivatives, Fixed Income, Capital Markets, Equities, Finance, Corporate Finance, Prime Brokerage, Hedge Funds, Investment Banking, Bloomberg
Education
Hofstra University 1994 — 1998
BBA, Finance
Fordham Gabelli School of Business
MBA, Finance/Accounting
St. Francis Prep
Perry Pappas's UBS Investment Bank Experience October 1999 - September 2014
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan December 2014 - Present
UBS Investment Bank October 1999 - September 2014
Skills
Securities Lending, Equity Finance, Hedge Funds, Prime Brokerage, US Equities
Education
Fordham University - Graduate School of Business Administration 1996 — 1999
Master of Business Administration (MBA), Finance
State University of New York College at Oneonta 1989 — 1993
Bachelor of Science (B.S.), Business Economics
J.P. Morgan December 2014 - Present
UBS Investment Bank October 1999 - September 2014
Skills
Securities Lending, Equity Finance, Hedge Funds, Prime Brokerage, US Equities
Education
Fordham University - Graduate School of Business Administration 1996 — 1999
Master of Business Administration (MBA), Finance
State University of New York College at Oneonta 1989 — 1993
Bachelor of Science (B.S.), Business Economics
Michael Tavss's UBS Investment Bank Experience November 2009 - Present
Job Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank November 2009 - Present
Credit Suisse April 2008 - October 2009
Goldman Sachs November 2003 - April 2008
JPMorgan May 2000 - September 2001
Allstate Insurance August 1998 - December 1999
Marriott International June 1997 - August 1997
Skills
Risk Management, Cross-functional Team..., PMP, Process Improvement, Strategy, Financial Modeling, Management, Negotiation, Change Management, Valuation, Project Management, Financial Analysis, Portfolio Management, Banking, Capital Markets, Analytics, Leadership, Investment Banking, Analysis, Due Diligence, Asset Management, Equities, Mergers & Acquisitions, Forecasting, Derivatives, Corporate Finance, Financial Services
Education
Fordham Gabelli School of Business 2001 — 2003
MBA
University of Maryland - Robert H. Smith School of Business 1993 — 1998
BS
UBS Investment Bank November 2009 - Present
Credit Suisse April 2008 - October 2009
Goldman Sachs November 2003 - April 2008
JPMorgan May 2000 - September 2001
Allstate Insurance August 1998 - December 1999
Marriott International June 1997 - August 1997
Skills
Risk Management, Cross-functional Team..., PMP, Process Improvement, Strategy, Financial Modeling, Management, Negotiation, Change Management, Valuation, Project Management, Financial Analysis, Portfolio Management, Banking, Capital Markets, Analytics, Leadership, Investment Banking, Analysis, Due Diligence, Asset Management, Equities, Mergers & Acquisitions, Forecasting, Derivatives, Corporate Finance, Financial Services
Education
Fordham Gabelli School of Business 2001 — 2003
MBA
University of Maryland - Robert H. Smith School of Business 1993 — 1998
BS
John Molinelli's UBS Investment Bank Experience November 2007 - April 2009
Job Director at Deutsche Bank
Industry Banking
Experience
Deutsche Bank June 2009 - Present
UBS Investment Bank November 2007 - April 2009
Goldman Sachs May 2004 - November 2007
Bloomberg LP 1994 - 2004
Skills
Bloomberg, Hedge Funds, Portfolio Management, Trading Systems, Options, FX trading, Financial Markets, Equity Trading, Asset Management, Sales, Investment Banking, Credit Derivatives, Fixed Income, Series 7, FX Options, Derivatives, Equities, Market Data, Trading, Alternative Investments, Equity Derivatives, Securities, Commodity, Prime Brokerage, Capital Markets, Banking, Middle Office, Swaps, Investments, Electronic Trading, Bonds, Proprietary Trading, Trading Strategies, Low Latency, Structured Products, Series 63, ETFs, Emerging Markets, FINRA, Hedging, Market Making, Securities Lending, Currency, Exchange Connectivity, Interest Rate..., Back Office, Equity Research, Fund Of Funds, Market Risk, Settlement
Education
Fairleigh Dickinson University 1990 — 1994
Fairleigh Dickinson University 1990 — 1994
Deutsche Bank June 2009 - Present
UBS Investment Bank November 2007 - April 2009
Goldman Sachs May 2004 - November 2007
Bloomberg LP 1994 - 2004
Skills
Bloomberg, Hedge Funds, Portfolio Management, Trading Systems, Options, FX trading, Financial Markets, Equity Trading, Asset Management, Sales, Investment Banking, Credit Derivatives, Fixed Income, Series 7, FX Options, Derivatives, Equities, Market Data, Trading, Alternative Investments, Equity Derivatives, Securities, Commodity, Prime Brokerage, Capital Markets, Banking, Middle Office, Swaps, Investments, Electronic Trading, Bonds, Proprietary Trading, Trading Strategies, Low Latency, Structured Products, Series 63, ETFs, Emerging Markets, FINRA, Hedging, Market Making, Securities Lending, Currency, Exchange Connectivity, Interest Rate..., Back Office, Equity Research, Fund Of Funds, Market Risk, Settlement
Education
Fairleigh Dickinson University 1990 — 1994
Fairleigh Dickinson University 1990 — 1994
Brian Hayes's UBS Investment Bank Experience March 2010 - January 2011
Job Executive Director J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
ICAP April 2014 - August 2014
ICAP January 2011 - April 2014
ICAP 2011 - April 2011
UBS Investment Bank March 2010 - January 2011
UBS Investment Bank 2009 - March 2010
UBS Investment Bank, Prime Services 2006 - 2008
Barclays Capital July 2005 - October 2006
Goldman Sachs June 1999 - July 2005
Lehman Brothers 1998 - 1999
Skills
Fixed Income, Middle Office, Securities, Settlement, Prime Brokerage, Financial Services, Corporate Actions, Funding, Equities, Derivatives, Capital Markets, Hedge Funds, Back Office
Education
Fordham University - Graduate School of Business Administration 2001 — 2003
Master of Business Administration (M.B.A.), Corporate Finance
Saint John's University 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Xavier 1991 — 1995
J.P. Morgan September 2014 - Present
ICAP April 2014 - August 2014
ICAP January 2011 - April 2014
ICAP 2011 - April 2011
UBS Investment Bank March 2010 - January 2011
UBS Investment Bank 2009 - March 2010
UBS Investment Bank, Prime Services 2006 - 2008
Barclays Capital July 2005 - October 2006
Goldman Sachs June 1999 - July 2005
Lehman Brothers 1998 - 1999
Skills
Fixed Income, Middle Office, Securities, Settlement, Prime Brokerage, Financial Services, Corporate Actions, Funding, Equities, Derivatives, Capital Markets, Hedge Funds, Back Office
Education
Fordham University - Graduate School of Business Administration 2001 — 2003
Master of Business Administration (M.B.A.), Corporate Finance
Saint John's University 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Xavier 1991 — 1995
John Colie's UBS Investment Bank Experience March 2011 - Present
Job Executive Director Business Advisory & Treasury Analytics at UBS Investment Bank
Industry Capital Markets
Experience
UBS Investment Bank March 2011 - Present
Banc of America Securities August 2005 - February 2011
Dresdner Kleinwort Wasserstein Securities January 2001 - August 2005
Credit Suisse-First Boston August 1999 - January 2001
Federal Reserve Bank of New York August 1989 - July 1999
Skills
Capital Markets, Credit Risk, Banking, Credit, Analysis, Operational Risk, Basel II, Investment Banking, Operational Risk..., Financial Risk, Risk Management
Education
Fordham Gabelli School of Business 1988 — 1991
MBA, Finance, Banking
University of Pennsylvania - The Wharton School 1981 — 1985
Bachelor of Science (B.S.) Economics, Finance & International Business
UBS Investment Bank March 2011 - Present
Banc of America Securities August 2005 - February 2011
Dresdner Kleinwort Wasserstein Securities January 2001 - August 2005
Credit Suisse-First Boston August 1999 - January 2001
Federal Reserve Bank of New York August 1989 - July 1999
Skills
Capital Markets, Credit Risk, Banking, Credit, Analysis, Operational Risk, Basel II, Investment Banking, Operational Risk..., Financial Risk, Risk Management
Education
Fordham Gabelli School of Business 1988 — 1991
MBA, Finance, Banking
University of Pennsylvania - The Wharton School 1981 — 1985
Bachelor of Science (B.S.) Economics, Finance & International Business
Laura Newcomb's UBS Investment Bank Experience 1992 - 1997
Job Senior Vice President at FBR & Co.
Industry Financial Services
Experience
FBR & Co. December 2012 - September 2013
Royal Bank of Canada January 2008 - December 2012
CIBC 2007 - 2008
JPMorgan 1997 - 2007
UBS Investment Bank 1992 - 1997
Merrill Lynch 1991 - 1992
Credit Suisse 1988 - 1991
Donaldson Lufkin & Jenrette 1978 - 1988
Skills
Capital Markets, Equities, Equity Derivatives, Derivatives, Equity Trading, Hedge Funds, Investment Banking, Electronic Trading, Alternative Investments, Credit Derivatives, Options, Portfolio Management, Fixed Income, Trading Systems, Bloomberg, Trading
Education
Florida State University
FBR & Co. December 2012 - September 2013
Royal Bank of Canada January 2008 - December 2012
CIBC 2007 - 2008
JPMorgan 1997 - 2007
UBS Investment Bank 1992 - 1997
Merrill Lynch 1991 - 1992
Credit Suisse 1988 - 1991
Donaldson Lufkin & Jenrette 1978 - 1988
Skills
Capital Markets, Equities, Equity Derivatives, Derivatives, Equity Trading, Hedge Funds, Investment Banking, Electronic Trading, Alternative Investments, Credit Derivatives, Options, Portfolio Management, Fixed Income, Trading Systems, Bloomberg, Trading
Education
Florida State University
srinivas lingamaneni's UBS Investment Bank Experience 2009 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS June 2009 - Present
UBS Investment Bank 2009 - Present
Merrill Lynch October 2000 - May 2009
Merrill Lynch 2000 - 2009
Merrill Lynch 2000 - 2008
Skills
Credit Derivatives
Education
Osmania University 1986 — 1990
BE, Computer Science & Engineering
Florida International University
UBS June 2009 - Present
UBS Investment Bank 2009 - Present
Merrill Lynch October 2000 - May 2009
Merrill Lynch 2000 - 2009
Merrill Lynch 2000 - 2008
Skills
Credit Derivatives
Education
Osmania University 1986 — 1990
BE, Computer Science & Engineering
Florida International University
Elizabeth Teichman's UBS Investment Bank Experience March 2014 - Present
Job Associate Director at UBS
Industry Financial Services
Experience
UBS Investment Bank March 2014 - Present
UBS Investment Bank March 2012 - March 2014
UBS Wealth Management September 2006 - March 2012
DRS Technologies, Inc. May 2005 - June 2006
General Chemical December 1999 - May 2005
Skills
Financial Modeling, Bloomberg
Education
Fairleigh Dickinson University
Bachelor of Science (B.S.), Accounting
UBS Investment Bank March 2014 - Present
UBS Investment Bank March 2012 - March 2014
UBS Wealth Management September 2006 - March 2012
DRS Technologies, Inc. May 2005 - June 2006
General Chemical December 1999 - May 2005
Skills
Financial Modeling, Bloomberg
Education
Fairleigh Dickinson University
Bachelor of Science (B.S.), Accounting
Andrew Combs's UBS Investment Bank Experience 2006 - 2008
Job Owner, Retail Franchise
Industry Retail
Experience
Pinch A Penny Franchsie March 2009 - Present
UBS Investment Bank 2006 - 2008
Ocwen 2002 - 2006
NAL Financial Group January 1991 - November 2000
Skills
Banking, Business Analysis, Business Development, Credit Risk, Financial Services, Loan Origination, Loan Servicing, Management, Mortgage Banking, Mortgage Lending, Operations Management, Process Improvement, Risk Management, Vendor Management, Executive Management
Education
Florida Atlantic University 1984 — 1991
Pinch A Penny Franchsie March 2009 - Present
UBS Investment Bank 2006 - 2008
Ocwen 2002 - 2006
NAL Financial Group January 1991 - November 2000
Skills
Banking, Business Analysis, Business Development, Credit Risk, Financial Services, Loan Origination, Loan Servicing, Management, Mortgage Banking, Mortgage Lending, Operations Management, Process Improvement, Risk Management, Vendor Management, Executive Management
Education
Florida Atlantic University 1984 — 1991
Alphonso Diaz's UBS Investment Bank Experience August 2004 - January 2013
Job Director at UBS Investment Bank
Industry Financial Services
Experience
Brean Capital, LLC November 2013 - January 2015
Fidelity Investments March 2013 - November 2013
UBS Investment Bank August 2004 - January 2013
Charles Schwab 1997 - 2004
Skills
Electronic Trading, Equity Trading, Fixed Income, Securities, Options, Financial Markets, Market Making, Investment Banking, Equities, Hedge Funds, Trading Systems, FX Options, Series 7, Proprietary Trading, Capital Markets, Equity Derivatives, Series 24, Bloomberg, Series 63, Derivatives, Trading, Market Data, Alternative Investments, Trading Strategies, Risk Management, FINRA, Prime Brokerage, Investments, Structured Products, ETFs
Education
Fordham University 1993 — 1997
Bachelors, Double Major Finance and Marketing
Brean Capital, LLC November 2013 - January 2015
Fidelity Investments March 2013 - November 2013
UBS Investment Bank August 2004 - January 2013
Charles Schwab 1997 - 2004
Skills
Electronic Trading, Equity Trading, Fixed Income, Securities, Options, Financial Markets, Market Making, Investment Banking, Equities, Hedge Funds, Trading Systems, FX Options, Series 7, Proprietary Trading, Capital Markets, Equity Derivatives, Series 24, Bloomberg, Series 63, Derivatives, Trading, Market Data, Alternative Investments, Trading Strategies, Risk Management, FINRA, Prime Brokerage, Investments, Structured Products, ETFs
Education
Fordham University 1993 — 1997
Bachelors, Double Major Finance and Marketing
Robert O'Malley's UBS Investment Bank Experience August 1994 - Present
Job Director at UBS Investment Bank
Industry Computer Software
Experience
UBS Investment Bank August 1994 - Present
PaineWebber 1994 - 2000
SIAC 1989 - August 1994
Skills
Sybase, Business Analysis, Bloomberg, Middle Office, Unix, Investment Banking, Fixed Income, Capital Markets, WebSphere MQ
Education
Fairleigh Dickinson University 1977 — 1982
Bachelor of Science (BS), Computer Science
UBS Investment Bank August 1994 - Present
PaineWebber 1994 - 2000
SIAC 1989 - August 1994
Skills
Sybase, Business Analysis, Bloomberg, Middle Office, Unix, Investment Banking, Fixed Income, Capital Markets, WebSphere MQ
Education
Fairleigh Dickinson University 1977 — 1982
Bachelor of Science (BS), Computer Science
Jorge Pertierra's UBS Investment Bank Experience February 1999 - May 2008
Job Finance/Accounting Operations and Business Analysis
Industry Financial Services
Experience
The Michael Kenwood Group May 2009 - February 2011
UBS Investment Bank February 1999 - May 2008
McKinsey & Company 1992 - February 1999
Education
Fordham Gabelli School of Business
MBA, Management Information Systems
Fordham University - College of Business Administration
BS, Management Information Systems
The Michael Kenwood Group May 2009 - February 2011
UBS Investment Bank February 1999 - May 2008
McKinsey & Company 1992 - February 1999
Education
Fordham Gabelli School of Business
MBA, Management Information Systems
Fordham University - College of Business Administration
BS, Management Information Systems
Wendy Bannerman-Clark's UBS Investment Bank Experience August 2005 - December 2007
Job Owner at Paperwhite
Industry Investment Banking
Experience
Paperwhite 2011 - Present
The Cheese Gallery 2010 - 2012
BlueHawk Capital Management LP January 2008 - October 2008
UBS Investment Bank August 2005 - December 2007
UBS Investment Bank June 2005 - March 2006
UBS Investment Bank January 2004 - August 2005
UBS Investment Bank 2001 - 2003
UBS Investment Bank 1999 - 2001
UBS Investment Bank 1997 - 1999
West Merchant Bank Limited 1996 - 1997
Skills
People Development, People Management, Fixed Income, Middle Office, Derivatives, Strategic Planning, Change Management, Policy Development, Entrepreneurship, Team Development, Leadership, Hedge Funds, Project Management, Credit Derivatives, Capital Markets, Investment Banking, Structured Products, Financial Markets, Trading Systems, Trading, FX Options, Small Business, Risk Policy, Operational Efficiency, Marketing, Events Organisation, Equities
Education
Smith College 1988 — 1991
Bachelor of Arts, Liberal Arts
Florida Institute of Technology 1986 — 1988
Biological and Chemical Oceanography
Paperwhite 2011 - Present
The Cheese Gallery 2010 - 2012
BlueHawk Capital Management LP January 2008 - October 2008
UBS Investment Bank August 2005 - December 2007
UBS Investment Bank June 2005 - March 2006
UBS Investment Bank January 2004 - August 2005
UBS Investment Bank 2001 - 2003
UBS Investment Bank 1999 - 2001
UBS Investment Bank 1997 - 1999
West Merchant Bank Limited 1996 - 1997
Skills
People Development, People Management, Fixed Income, Middle Office, Derivatives, Strategic Planning, Change Management, Policy Development, Entrepreneurship, Team Development, Leadership, Hedge Funds, Project Management, Credit Derivatives, Capital Markets, Investment Banking, Structured Products, Financial Markets, Trading Systems, Trading, FX Options, Small Business, Risk Policy, Operational Efficiency, Marketing, Events Organisation, Equities
Education
Smith College 1988 — 1991
Bachelor of Arts, Liberal Arts
Florida Institute of Technology 1986 — 1988
Biological and Chemical Oceanography
Donna Yakub-Tsui's UBS Investment Bank Experience June 2007 - 2009
Job Deputy Auditor at TIAACREF, SMD & CPA
Industry Investment Banking
Experience
TIAA-CREF 2010 - Present
UBS Investment Bank June 2007 - 2009
Goldman Sachs 1994 - 2007
JP Morgan 1986 - 1994
The New York Times 1984 - 1985
Deloitte 1982 - 1984
Skills
Accounting, Auditing, Investment Banking, Capital Markets, Risk Management, Risk Assessment, Corporate Governance, Operational Risk, Financial Services, Operational Risk..., Fixed Income, Asset Management, AML, Financial Risk, Internal Audit, Financial Analysis, Financial Accounting, Securities, Credit Risk, Finance, Investments, Financial Modeling, Alternative Investments, Managerial Finance, Due Diligence, Valuation, Equities, Financial Reporting, Enterprise Risk..., Internal Controls, Hedge Funds, Banking, Bloomberg, Derivatives, Financial Markets, Market Risk, Mergers, Prime Brokerage, Private Equity, Sarbanes-Oxley Act, Structured Products, Strategic Financial...
Education
Fordham Gabelli School of Business
MBA, Accounting
University of Windsor
Business
Western University
BA, Economics
TIAA-CREF 2010 - Present
UBS Investment Bank June 2007 - 2009
Goldman Sachs 1994 - 2007
JP Morgan 1986 - 1994
The New York Times 1984 - 1985
Deloitte 1982 - 1984
Skills
Accounting, Auditing, Investment Banking, Capital Markets, Risk Management, Risk Assessment, Corporate Governance, Operational Risk, Financial Services, Operational Risk..., Fixed Income, Asset Management, AML, Financial Risk, Internal Audit, Financial Analysis, Financial Accounting, Securities, Credit Risk, Finance, Investments, Financial Modeling, Alternative Investments, Managerial Finance, Due Diligence, Valuation, Equities, Financial Reporting, Enterprise Risk..., Internal Controls, Hedge Funds, Banking, Bloomberg, Derivatives, Financial Markets, Market Risk, Mergers, Prime Brokerage, Private Equity, Sarbanes-Oxley Act, Structured Products, Strategic Financial...
Education
Fordham Gabelli School of Business
MBA, Accounting
University of Windsor
Business
Western University
BA, Economics
Konrad Krill's UBS Investment Bank Experience February 2001 - May 2008
Job Undisclosed Investment Bank
Industry Investment Management
Experience
Sterne Agee February 2009 - Present
UBS Wealth Management June 2008 - February 2009
UBS Investment Bank February 2001 - May 2008
Morgan Stanley Dean Witter June 1986 - June 1997
Skills
Equities, Equity Research, Hedge Funds, Derivatives, Investment Banking, Capital Markets, Investments, Wealth Management, Funding, Financial Advisory, Alternative Investments, Commodity
Education
Fairleigh Dickinson University 1982 — 1986
MBA, Finance
Fairleigh Dickinson University 1977 — 1981
BS, Business Management, Accounting
Sterne Agee February 2009 - Present
UBS Wealth Management June 2008 - February 2009
UBS Investment Bank February 2001 - May 2008
Morgan Stanley Dean Witter June 1986 - June 1997
Skills
Equities, Equity Research, Hedge Funds, Derivatives, Investment Banking, Capital Markets, Investments, Wealth Management, Funding, Financial Advisory, Alternative Investments, Commodity
Education
Fairleigh Dickinson University 1982 — 1986
MBA, Finance
Fairleigh Dickinson University 1977 — 1981
BS, Business Management, Accounting
Bryan Pommer's UBS Investment Bank Experience 2005 - 2008
Job SVP at Bayview Asset Management, LLC
Industry Financial Services
Experience
Bayview Asset Management, LLC March 2014 - Present
Freddie Mac May 2009 - February 2014
AES Corporation January 2008 - May 2009
UBS Investment Bank 2005 - 2008
Freddie Mac December 2002 - May 2005
Falcon Asset Management May 1996 - July 1998
Bear Stearns March 1993 - May 1996
US Navy May 1986 - December 1992
Skills
Leadership, Management, Mergers, Strategic Leadership, Financial Modeling, Capital Markets, Business Strategy, Executive Management, Investment Banking, Risk Management, Mergers & Acquisitions, Business Development, Strategy, Change Management, Due Diligence, Sales, Mortgage Lending, Banking, Portfolio Management, Credit Risk, Financial Services, Program Management, Strategic Planning, Loan Servicing, Valuation, Private Equity, Financial Analysis, Investments, Sailing, Fixed Income, Mergers, Financial Risk, Corporate Finance, Equities, Project Finance
Education
Loyola University Maryland 1996 — 1998
MBA, Business
Florida Institute of Technology 1981 — 1985
B.S., Ocean Engineering
Bayview Asset Management, LLC March 2014 - Present
Freddie Mac May 2009 - February 2014
AES Corporation January 2008 - May 2009
UBS Investment Bank 2005 - 2008
Freddie Mac December 2002 - May 2005
Falcon Asset Management May 1996 - July 1998
Bear Stearns March 1993 - May 1996
US Navy May 1986 - December 1992
Skills
Leadership, Management, Mergers, Strategic Leadership, Financial Modeling, Capital Markets, Business Strategy, Executive Management, Investment Banking, Risk Management, Mergers & Acquisitions, Business Development, Strategy, Change Management, Due Diligence, Sales, Mortgage Lending, Banking, Portfolio Management, Credit Risk, Financial Services, Program Management, Strategic Planning, Loan Servicing, Valuation, Private Equity, Financial Analysis, Investments, Sailing, Fixed Income, Mergers, Financial Risk, Corporate Finance, Equities, Project Finance
Education
Loyola University Maryland 1996 — 1998
MBA, Business
Florida Institute of Technology 1981 — 1985
B.S., Ocean Engineering
Joe Dancykier's UBS Investment Bank Experience June 2011 - June 2013
Job Analyst at ECAP LP (formerly called Dabroes LP)
Industry Financial Services
Experience
ECAP LP (formerly Dabroes LP) July 2013 - Present
UBS Investment Bank June 2011 - June 2013
UBS Investment Bank June 2010 - August 2010
Dabroes Management June 2009 - August 2009
Dabroes Management January 2009 - August 2009
Old Lane Management - Citigroup Alternative Investments July 2007 - January 2009
Skills
Valuation, Financial Modeling, Hedge Funds, Securities, Equity Research, Equities, Telecommunications, Investment Banking, Fixed Income, Investments, Private Equity, Bloomberg, Capital Markets, Corporate Finance, Trading, Alternative Investments
Education
Columbia Business School - Applied Value Investing Program at the Heilbrunn Center for Graham and Dodd Investing 2009 — 2011
MBA, Finance and Security Analysis
Fairleigh Dickinson University
BA;, - i.s. Business
ECAP LP (formerly Dabroes LP) July 2013 - Present
UBS Investment Bank June 2011 - June 2013
UBS Investment Bank June 2010 - August 2010
Dabroes Management June 2009 - August 2009
Dabroes Management January 2009 - August 2009
Old Lane Management - Citigroup Alternative Investments July 2007 - January 2009
Skills
Valuation, Financial Modeling, Hedge Funds, Securities, Equity Research, Equities, Telecommunications, Investment Banking, Fixed Income, Investments, Private Equity, Bloomberg, Capital Markets, Corporate Finance, Trading, Alternative Investments
Education
Columbia Business School - Applied Value Investing Program at the Heilbrunn Center for Graham and Dodd Investing 2009 — 2011
MBA, Finance and Security Analysis
Fairleigh Dickinson University
BA;, - i.s. Business
John Morello, CPA's UBS Investment Bank Experience June 2006 - June 2008
Job Vice President, Operational Customer Experience and Quality Assurance at Cablevision
Industry Banking
Experience
Cablevision September 2014 - Present
MasterCard Worldwide August 2008 - September 2014
UBS Investment Bank June 2006 - June 2008
GE Capital 1998 - 2006
PwC 1994 - 1996
BDO USA, LLP 1992 - 1994
BDO USA, LLP 1992 - 1994
Skills
Six Sigma, Process Improvement, Business Process, Project Management, Strategy, Business Analysis, Business Process..., Finance, Financial Analysis, Financial Modeling, IT Strategy, Leadership, Management, PMO, Program Management, Risk Management, Vendor Management, Corporate Finance, Financial Services, Analysis, Sarbanes-Oxley Act
Education
Fordham Gabelli School of Business
MBA, Finance / Information Systems
Cablevision September 2014 - Present
MasterCard Worldwide August 2008 - September 2014
UBS Investment Bank June 2006 - June 2008
GE Capital 1998 - 2006
PwC 1994 - 1996
BDO USA, LLP 1992 - 1994
BDO USA, LLP 1992 - 1994
Skills
Six Sigma, Process Improvement, Business Process, Project Management, Strategy, Business Analysis, Business Process..., Finance, Financial Analysis, Financial Modeling, IT Strategy, Leadership, Management, PMO, Program Management, Risk Management, Vendor Management, Corporate Finance, Financial Services, Analysis, Sarbanes-Oxley Act
Education
Fordham Gabelli School of Business
MBA, Finance / Information Systems
Sabrina Fay's UBS Investment Bank Experience December 2006 - Present
Job Executive Assistant at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank December 2006 - Present
UBS Securities, LLC 2006 - 2010
UBS 2006 - 2008
Skills
Fixed Income, Hedge Funds, Microsoft Excel, Asset Managment, Investment Banking, PowerPoint, Concur, Due Diligence, Travel Arrangements, Administrative..., Outlook, Expense Management, Calendars, Spreadsheets, Asset Management
Education
Fairfield University 1998 — 2002
UBS Investment Bank December 2006 - Present
UBS Securities, LLC 2006 - 2010
UBS 2006 - 2008
Skills
Fixed Income, Hedge Funds, Microsoft Excel, Asset Managment, Investment Banking, PowerPoint, Concur, Due Diligence, Travel Arrangements, Administrative..., Outlook, Expense Management, Calendars, Spreadsheets, Asset Management
Education
Fairfield University 1998 — 2002
Frank Cosentino, CFA's UBS Investment Bank Experience 2005 - 2009
Job Risk Management Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank 2012 - Present
Federal Reserve Bank of New York 2009 - 2012
UBS Investment Bank 2005 - 2009
UBS Pactual 2005 - 2009
JPMorgan Chase 2003 - 2005
JP Morgan Chase Hong Kong 1999 - 2003
JPMorgan Chase 1994 - 1999
MG Emerging Markets (Metallgesellschaft Corp) 1989 - 1994
MG Trade Finance (Metallgesellschaft Corp) 1988 - 1990
North American Philips Corp 1986 - 1988
Skills
Credit Risk, Fixed Income, Market Risk, Credit Trading, Emerging Markets, Risk Management, Credit Derivatives, CVA, Syndications, Credit Analysis, Structured Products, Leveraged Finance, Credit, FX Options, Trading, Derivatives
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
Le Moyne College
BS, Accounting and Economics
Deutsche Bank 2012 - Present
Federal Reserve Bank of New York 2009 - 2012
UBS Investment Bank 2005 - 2009
UBS Pactual 2005 - 2009
JPMorgan Chase 2003 - 2005
JP Morgan Chase Hong Kong 1999 - 2003
JPMorgan Chase 1994 - 1999
MG Emerging Markets (Metallgesellschaft Corp) 1989 - 1994
MG Trade Finance (Metallgesellschaft Corp) 1988 - 1990
North American Philips Corp 1986 - 1988
Skills
Credit Risk, Fixed Income, Market Risk, Credit Trading, Emerging Markets, Risk Management, Credit Derivatives, CVA, Syndications, Credit Analysis, Structured Products, Leveraged Finance, Credit, FX Options, Trading, Derivatives
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
Le Moyne College
BS, Accounting and Economics
Gregory Barrrett's UBS Investment Bank Experience September 2004 - April 2007
Job Managing Director at Neuberger Berman
Industry Capital Markets
Experience
Neuberger Berman/Dyal Capital Partners April 2012 - Present
Barclays Capital September 2008 - June 2012
UBS Investment Bank September 2004 - April 2007
Hedgeworld USA September 1998 - April 2004
Thomson Financial 1994 - 1998
Skills
Hedge Funds, Prime Brokerage, Alternative Investments, Equities, Fund Of Funds, Fixed Income, Asset Managment, Capital Markets, Derivatives, Investment Banking, Structured Products, Bloomberg, Investments, Portfolio Management, Private Equity, Trading, Series 7, Equity Derivatives, Commodity, Securities
Education
Fordham University - Graduate School of Business Administration 1994 — 1998
MBA, Finance
Franklin & Marshall College 1984 — 1988
B.A., English, Major - Philosophy, Minor
Neuberger Berman/Dyal Capital Partners April 2012 - Present
Barclays Capital September 2008 - June 2012
UBS Investment Bank September 2004 - April 2007
Hedgeworld USA September 1998 - April 2004
Thomson Financial 1994 - 1998
Skills
Hedge Funds, Prime Brokerage, Alternative Investments, Equities, Fund Of Funds, Fixed Income, Asset Managment, Capital Markets, Derivatives, Investment Banking, Structured Products, Bloomberg, Investments, Portfolio Management, Private Equity, Trading, Series 7, Equity Derivatives, Commodity, Securities
Education
Fordham University - Graduate School of Business Administration 1994 — 1998
MBA, Finance
Franklin & Marshall College 1984 — 1988
B.A., English, Major - Philosophy, Minor
Frank Byrne's UBS Investment Bank Experience September 2009 - October 2011
Job Member Board of Directors at Team(You), Inc.
Industry Investment Banking
Experience
BC Global Investments Inc. February 2014 - Present
Team(You), Inc. July 2014 - Present
Hire an Esquire July 2013 - Present
The GreensLedge Group February 2013 - February 2014
BC Global Investments Inc. October 2011 - February 2013
UBS Investment Bank September 2009 - October 2011
Deutsche Bank March 2000 - September 2009
Credit Suisse 1987 - 2000
Skills
Structured Finance, Credit Derivatives, Corporate Credit, Securitization, ABS, Credit, Loans, Capital Markets, Derivatives, Investment Banking, Asset Management, Private Equity, Investments, Risk Management, Financial Risk, Hedge Funds, Financial Structuring, Portfolio Management, Fixed Income, Project Finance, Financial Services, Corporate Finance, MBS, Valuation, Mergers & Acquisitions, Securities, Finance
Education
Fordham University 1978 — 1993
BS, Finance
New York University - Leonard N. Stern School of Business 1986 — 1990
MBA, Management Information Systems, General
Xavier High School 1974 — 1978
Bachelor of Science (BS), Finance, General
BC Global Investments Inc. February 2014 - Present
Team(You), Inc. July 2014 - Present
Hire an Esquire July 2013 - Present
The GreensLedge Group February 2013 - February 2014
BC Global Investments Inc. October 2011 - February 2013
UBS Investment Bank September 2009 - October 2011
Deutsche Bank March 2000 - September 2009
Credit Suisse 1987 - 2000
Skills
Structured Finance, Credit Derivatives, Corporate Credit, Securitization, ABS, Credit, Loans, Capital Markets, Derivatives, Investment Banking, Asset Management, Private Equity, Investments, Risk Management, Financial Risk, Hedge Funds, Financial Structuring, Portfolio Management, Fixed Income, Project Finance, Financial Services, Corporate Finance, MBS, Valuation, Mergers & Acquisitions, Securities, Finance
Education
Fordham University 1978 — 1993
BS, Finance
New York University - Leonard N. Stern School of Business 1986 — 1990
MBA, Management Information Systems, General
Xavier High School 1974 — 1978
Bachelor of Science (BS), Finance, General
Alexander Fusco's UBS Investment Bank Experience June 2008 - Present
Job Executive Director at UBS
Industry Investment Banking
Experience
UBS Investment Bank June 2008 - Present
UBS Investment Bank May 2001 - May 2008
UBS Investment Bank February 1997 - May 2001
Salomon Brothers February 1993 - February 1997
Andersen Business Consulting November 1990 - February 1993
Education
Fordham Gabelli School of Business 1988 — 1990
MBA, Finance
Manhattan College 1981 — 1985
Bachelor of Engineering, Mechanical Engineering
UBS Investment Bank June 2008 - Present
UBS Investment Bank May 2001 - May 2008
UBS Investment Bank February 1997 - May 2001
Salomon Brothers February 1993 - February 1997
Andersen Business Consulting November 1990 - February 1993
Education
Fordham Gabelli School of Business 1988 — 1990
MBA, Finance
Manhattan College 1981 — 1985
Bachelor of Engineering, Mechanical Engineering
Boris Shir's UBS Investment Bank Experience January 2000 - April 2004
Job Vice President at JPMorgan
Industry Financial Services
Experience
JPMorgan November 2013 - Present
Portigon AG (formerly known as WestLB AG) April 2004 - November 2013
UBS Investment Bank January 2000 - April 2004
PaineWebber September 1995 - January 2000
PaineWebber January 1992 - September 1995
Skills
Business Management, Strategic Planning, Project Management, Team Leadership and..., Change Management, Trading Room Operation, Project Finance, Market Risk, New Product Approval, New Deal Pipeline, Revenue, Expense and..., External and Internal..., Disaster Recovery, Operational Risk, Bilingual - Russian, Management, Banking, Trading, Capital Markets, Corporate Finance, Securities, Investment Banking, Structured Finance, Fixed Income, Hedge Funds, Bonds, Derivatives, Structured Products, Financial Structuring, Equities, Finance, Credit Derivatives, Interest Rate..., Risk Management
Education
Fairleigh Dickinson University 1986 — 1991
Bachelor of Science (B.S.), Finance, General
JPMorgan November 2013 - Present
Portigon AG (formerly known as WestLB AG) April 2004 - November 2013
UBS Investment Bank January 2000 - April 2004
PaineWebber September 1995 - January 2000
PaineWebber January 1992 - September 1995
Skills
Business Management, Strategic Planning, Project Management, Team Leadership and..., Change Management, Trading Room Operation, Project Finance, Market Risk, New Product Approval, New Deal Pipeline, Revenue, Expense and..., External and Internal..., Disaster Recovery, Operational Risk, Bilingual - Russian, Management, Banking, Trading, Capital Markets, Corporate Finance, Securities, Investment Banking, Structured Finance, Fixed Income, Hedge Funds, Bonds, Derivatives, Structured Products, Financial Structuring, Equities, Finance, Credit Derivatives, Interest Rate..., Risk Management
Education
Fairleigh Dickinson University 1986 — 1991
Bachelor of Science (B.S.), Finance, General
SueAnn Hannigan's UBS Investment Bank Experience October 2005 - July 2011
Job Global Senior Human Resources Business Partner at AIG
Industry Financial Services
Experience
AIG July 2011 - Present
UBS Investment Bank October 2005 - July 2011
Morgan Stanley Investment Management March 2001 - March 2005
Barclays Capital/Barclays Private Wealth Management October 1995 - March 2001
Time Inc., a division of Time Warner May 1993 - October 1995
Lehman Brothers December 1986 - May 1993
Skills
Deferred Compensation, Talent Management, Employee Relations, Recruiting, Succession Planning, Talent Acquisition, Onboarding, Employee Engagement, Performance Management, Organizational Design, Human Resources, Employee Benefits, PeopleSoft, Restructuring, Risk Management, Financial Services, HRIS
Education
Fordham University - Graduate School of Business Administration 1990 — 1994
MBA, Business Management & Marketing
Georgetown University
BA, American Government
AIG July 2011 - Present
UBS Investment Bank October 2005 - July 2011
Morgan Stanley Investment Management March 2001 - March 2005
Barclays Capital/Barclays Private Wealth Management October 1995 - March 2001
Time Inc., a division of Time Warner May 1993 - October 1995
Lehman Brothers December 1986 - May 1993
Skills
Deferred Compensation, Talent Management, Employee Relations, Recruiting, Succession Planning, Talent Acquisition, Onboarding, Employee Engagement, Performance Management, Organizational Design, Human Resources, Employee Benefits, PeopleSoft, Restructuring, Risk Management, Financial Services, HRIS
Education
Fordham University - Graduate School of Business Administration 1990 — 1994
MBA, Business Management & Marketing
Georgetown University
BA, American Government
William J. Cavanagh's UBS Investment Bank Experience July 2010 - December 2010
Job Credit Executive Reinsurance at AIG PC
Industry Insurance
Experience
AIG July 2012 - Present
CIBC World Markets May 2011 - June 2012
UBS Investment Bank July 2010 - December 2010
CIBC World Markets January 2010 - June 2010
Citi 1993 - 2009
Standard & Poor's 1987 - 1993
McKinsey & Company 1983 - 1987
Continental Insurance 1977 - 1983
Skills
Credit Risk, Risk Management, Financial Services, Credit, Financial Risk, Investment Banking, Capital Markets, Reinsurance, Credit Ratings, Catastrophe Risk, Risk Based Capital, Property & Casualty..., Enterprise Risk..., Financial Institutions, Financial Structuring, Loans, ALM, Operational Risk, Structured Products, Securitization, Portfolio Management, Underwriting, Valuation, Financial Modeling, Hedge Funds, Credit Rating Agencies, Insurance Linked..., Derivatives, Insurance, Investments
Education
Fordham Gabelli School of Business 1981 — 1984
MBA, Finance & Marketing
Fordham University 1974 — 1977
BA, Biology
AIG July 2012 - Present
CIBC World Markets May 2011 - June 2012
UBS Investment Bank July 2010 - December 2010
CIBC World Markets January 2010 - June 2010
Citi 1993 - 2009
Standard & Poor's 1987 - 1993
McKinsey & Company 1983 - 1987
Continental Insurance 1977 - 1983
Skills
Credit Risk, Risk Management, Financial Services, Credit, Financial Risk, Investment Banking, Capital Markets, Reinsurance, Credit Ratings, Catastrophe Risk, Risk Based Capital, Property & Casualty..., Enterprise Risk..., Financial Institutions, Financial Structuring, Loans, ALM, Operational Risk, Structured Products, Securitization, Portfolio Management, Underwriting, Valuation, Financial Modeling, Hedge Funds, Credit Rating Agencies, Insurance Linked..., Derivatives, Insurance, Investments
Education
Fordham Gabelli School of Business 1981 — 1984
MBA, Finance & Marketing
Fordham University 1974 — 1977
BA, Biology
Jon A. Emswiler's UBS Investment Bank Experience 2006 - 2008
Job Managing Director at Stifel Nicolaus & Co.
Industry Capital Markets
Experience
Stifel Financial Corp. December 2013 - Present
CapRok Capital LLC May 2009 - December 2013
UBS Investment Bank 2006 - 2008
Kroll Zolfo Cooper 2002 - 2006
Arthur Andersen 1998 - 2002
Skills
Capital Markets, High Yield, Hedge Funds, Valuation, Fixed Income, Financial Structuring, Structured Products, Structured Finance, Financial Modeling, Equities, Credit Derivatives, Securitization, Trading, Series 7, Portfolio Management
Education
Fordham Gabelli School of Business 1997 — 1998
MBA, Finance and Accounting
Roanoke College 1989 — 1993
BBA, Accounting
Stifel Financial Corp. December 2013 - Present
CapRok Capital LLC May 2009 - December 2013
UBS Investment Bank 2006 - 2008
Kroll Zolfo Cooper 2002 - 2006
Arthur Andersen 1998 - 2002
Skills
Capital Markets, High Yield, Hedge Funds, Valuation, Fixed Income, Financial Structuring, Structured Products, Structured Finance, Financial Modeling, Equities, Credit Derivatives, Securitization, Trading, Series 7, Portfolio Management
Education
Fordham Gabelli School of Business 1997 — 1998
MBA, Finance and Accounting
Roanoke College 1989 — 1993
BBA, Accounting
Alfred Scoyni's UBS Investment Bank Experience May 2004 - Present
Job Executive Director at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank May 2004 - Present
Education
Fordham University 1980 — 1984
UBS Investment Bank May 2004 - Present
Education
Fordham University 1980 — 1984
Erika Cunningham's UBS Investment Bank Experience November 2006 - November 2009
Job Software Delivery Services
Industry Information Technology and Services
Experience
Independent December 2009 - October 2014
UBS Investment Bank November 2006 - November 2009
Oncall Interactive October 2005 - July 2006
Skills
Project Management, Vendor Management, Application Development, Software Development, Product Management, Cloud Computing, Online Marketing, Email Marketing, Analysis, Data Analysis, Strategy, CRM, SDLC, Integration, Process Improvement, Business Analysis, Microsoft Office, Program Management, Leadership, Management, Public Speaking, Strategic Planning
Education
Florida Agricultural and Mechanical University
Computer Information Systems
Independent December 2009 - October 2014
UBS Investment Bank November 2006 - November 2009
Oncall Interactive October 2005 - July 2006
Skills
Project Management, Vendor Management, Application Development, Software Development, Product Management, Cloud Computing, Online Marketing, Email Marketing, Analysis, Data Analysis, Strategy, CRM, SDLC, Integration, Process Improvement, Business Analysis, Microsoft Office, Program Management, Leadership, Management, Public Speaking, Strategic Planning
Education
Florida Agricultural and Mechanical University
Computer Information Systems
Ana Kostreci's UBS Investment Bank Experience March 2014 - Present
Job Associate Director at UBS Investment Bank
Industry Accounting
Experience
UBS Investment Bank March 2014 - Present
MLV & Co June 2012 - February 2014
IntraLinks July 2011 - May 2012
Goldman Sachs April 2008 - May 2011
Ernst & Young December 2004 - April 2008
Skills
Valuation, Equities, Capital Markets, Bloomberg, Financial Reporting, Financial Services, Accounting
Education
Fordham University - Graduate School of Business Administration 2007 — 2010
MBA, Finance
UBS Investment Bank March 2014 - Present
MLV & Co June 2012 - February 2014
IntraLinks July 2011 - May 2012
Goldman Sachs April 2008 - May 2011
Ernst & Young December 2004 - April 2008
Skills
Valuation, Equities, Capital Markets, Bloomberg, Financial Reporting, Financial Services, Accounting
Education
Fordham University - Graduate School of Business Administration 2007 — 2010
MBA, Finance
Donald Francese's UBS Investment Bank Experience December 2000 - Present
Job MD at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank December 2000 - Present
Education
Fairleigh Dickinson University 1970 — 1974
UBS Investment Bank December 2000 - Present
Education
Fairleigh Dickinson University 1970 — 1974
Vincent Spicuzza's UBS Investment Bank Experience April 2002 - August 2008
Job Vice President at eSecLending (Securities Finance Trust Co.) at eSecLending
Industry Financial Services
Experience
eSecLending August 2014 - Present
Goldman Sachs August 2008 - March 2014
UBS Investment Bank April 2002 - August 2008
Brown Brothers & Harriman Co March 2000 - April 2002
State Street Bank September 1990 - March 2000
Skills
Trading, Corporate Actions, Equities, Series 7, Derivatives, Fixed Income, Prime Brokerage, Investment Banking, Hedge Funds, Bloomberg, Securities Lending, Capital Markets, Series 63, Investments, Securities
Education
Fisher College
Business Administration and Management, General
eSecLending August 2014 - Present
Goldman Sachs August 2008 - March 2014
UBS Investment Bank April 2002 - August 2008
Brown Brothers & Harriman Co March 2000 - April 2002
State Street Bank September 1990 - March 2000
Skills
Trading, Corporate Actions, Equities, Series 7, Derivatives, Fixed Income, Prime Brokerage, Investment Banking, Hedge Funds, Bloomberg, Securities Lending, Capital Markets, Series 63, Investments, Securities
Education
Fisher College
Business Administration and Management, General
Keith Baelis's UBS Investment Bank Experience 2000 - Present
Job Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank 2000 - Present
Skills
Fixed Income, Bonds, Emerging Markets, Series 7, Capital Markets, Electronic Trading, Equities, Trading, Derivatives, Structured Products, Prime Brokerage, Trading Systems, Hedge Funds, Securities, Bloomberg, Series 63, Equity Trading, Investment Banking, Options, Financial Markets
Education
Fordham Gabelli School of Business 1998 — 2000
MBA, Finance
Manhattan College 1989 — 1992
BA, Government
UBS Investment Bank 2000 - Present
Skills
Fixed Income, Bonds, Emerging Markets, Series 7, Capital Markets, Electronic Trading, Equities, Trading, Derivatives, Structured Products, Prime Brokerage, Trading Systems, Hedge Funds, Securities, Bloomberg, Series 63, Equity Trading, Investment Banking, Options, Financial Markets
Education
Fordham Gabelli School of Business 1998 — 2000
MBA, Finance
Manhattan College 1989 — 1992
BA, Government
Ian David Levy's UBS Investment Bank Experience September 1990 - February 1993
Job Director at Riskspan, Inc.
Industry Financial Services
Experience
Riskspan, Inc. March 2012 - November 2012
Further Lane asset Management July 2010 - March 2012
Millennium Partners October 2008 - October 2009
The Seaport Group July 2008 - October 2008
Interactive Data April 1996 - April 2008
BZW (Barclays de Zoete Wedd) September 1993 - March 1996
UBS Investment Bank September 1990 - February 1993
Prudential Financial February 1987 - August 1990
Dean Witter Reynolds February 1986 - January 1987
Paine Webber February 1985 - January 1986
Skills
Capital Markets, Bloomberg, Structured Products, ABS, Analysis, Valuation, MBS, Derivatives, Bonds
Education
Florida Atlantic University 1981 — 1984
BBA, Finance
Riskspan, Inc. March 2012 - November 2012
Further Lane asset Management July 2010 - March 2012
Millennium Partners October 2008 - October 2009
The Seaport Group July 2008 - October 2008
Interactive Data April 1996 - April 2008
BZW (Barclays de Zoete Wedd) September 1993 - March 1996
UBS Investment Bank September 1990 - February 1993
Prudential Financial February 1987 - August 1990
Dean Witter Reynolds February 1986 - January 1987
Paine Webber February 1985 - January 1986
Skills
Capital Markets, Bloomberg, Structured Products, ABS, Analysis, Valuation, MBS, Derivatives, Bonds
Education
Florida Atlantic University 1981 — 1984
BBA, Finance
Rob Chechilo's UBS Investment Bank Experience August 2005 - Present
Job Electronic Trading at UBS Investment Bank
Industry
Experience
UBS Investment Bank August 2005 - Present
Education
Fairfield University
UBS Investment Bank August 2005 - Present
Education
Fairfield University
Veronica L. BELTRAN's UBS Investment Bank Experience October 2005 - Present
Job EA at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank October 2005 - Present
Banc of America Securities 1999 - 2005
Burberry September 1995 - December 1999
Skills
Investment Banking, Private Equity, Mergers & Acquisitions, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Venture Capital, Investments, Equities, Due Diligence, Bloomberg, Financial Services, Fitness Training, Yoga Instruction, Mindfulness Meditation
Education
Fashion Institute of Technology 1990 — 1995
BACHELOR, Display & Exhibit Design/Restoration Studies
UBS Investment Bank October 2005 - Present
Banc of America Securities 1999 - 2005
Burberry September 1995 - December 1999
Skills
Investment Banking, Private Equity, Mergers & Acquisitions, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Venture Capital, Investments, Equities, Due Diligence, Bloomberg, Financial Services, Fitness Training, Yoga Instruction, Mindfulness Meditation
Education
Fashion Institute of Technology 1990 — 1995
BACHELOR, Display & Exhibit Design/Restoration Studies
George Tasolides's UBS Investment Bank Experience 2000 - 2005
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2005 - Present
UBS Investment Bank 2000 - 2005
PaineWebber/UBS 1992 - 2000
PaineWebber 1987 - 1992
Skills
Structured Products, MBS, ABS, Fixed Income, Capital Markets, Investment Banking, Securitization, Bloomberg, Financial Markets, Hedging, Bonds
Education
Fordham University - Graduate School of Business Administration 1987 — 1990
MBA, Finance
Stony Brook University
BA, Economics
Credit Suisse June 2005 - Present
UBS Investment Bank 2000 - 2005
PaineWebber/UBS 1992 - 2000
PaineWebber 1987 - 1992
Skills
Structured Products, MBS, ABS, Fixed Income, Capital Markets, Investment Banking, Securitization, Bloomberg, Financial Markets, Hedging, Bonds
Education
Fordham University - Graduate School of Business Administration 1987 — 1990
MBA, Finance
Stony Brook University
BA, Economics
Tim Seymour's UBS Investment Bank Experience August 1995 - August 1998
Job Managing Partner at Triogem Asset Managment
Industry Financial Services
Experience
EmergingMoney.com January 2009 - Present
Triogem Asset Managment April 2008 - Present
CNBC July 2007 - Present
Red Star Asset Management January 2005 - July 2007
Troika Dialog May 2000 - December 2004
Troika Dialog August 1998 - May 2000
UBS Investment Bank August 1995 - August 1998
Skills
Emerging Markets, Asset Management, Investments
Education
Fordham University - Graduate School of Business Administration 1992 — 1994
Master of Business Administration (M.B.A.), International Finance
Georgetown University - The McDonough School of Business
EmergingMoney.com January 2009 - Present
Triogem Asset Managment April 2008 - Present
CNBC July 2007 - Present
Red Star Asset Management January 2005 - July 2007
Troika Dialog May 2000 - December 2004
Troika Dialog August 1998 - May 2000
UBS Investment Bank August 1995 - August 1998
Skills
Emerging Markets, Asset Management, Investments
Education
Fordham University - Graduate School of Business Administration 1992 — 1994
Master of Business Administration (M.B.A.), International Finance
Georgetown University - The McDonough School of Business
Mark N. DiMaio's UBS Investment Bank Experience July 1996 - December 1999
Job Partner/Principal, Capital Markets Advisory
Industry Financial Services
Experience
EY March 2005 - Present
Bank of America January 2001 - March 2005
Lehman Brothers January 2000 - December 2000
Capco 1999 - 2000
UBS Investment Bank July 1996 - December 1999
JPMorgan Chase & Co. December 1994 - December 1996
BearStearns December 1994 - December 1995
Deutsche Bank May 1989 - December 1994
PwC (Formerly Coopers & Lybrand) August 1986 - August 1989
Skills
Risk, Due Diligence, Compliance, Trading, Fraud Investigations, Tax Compliance, Regulatory Requirements, IPO, Business Process..., Re-engineering, Business Strategy, Technical Architecture, Data Management, Financial Risk, Equities, Governance, Capital Markets, Asset Management, Hedge Funds, Fixed Income, Banking, Finance, Portfolio Management, Operational Risk, Market Risk, Fraud, Leadership Development, Mentoring, Risk Management
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Finance
University of Scranton 1982 — 1986
Bachelor of Science (B.S.), Accounting
EY March 2005 - Present
Bank of America January 2001 - March 2005
Lehman Brothers January 2000 - December 2000
Capco 1999 - 2000
UBS Investment Bank July 1996 - December 1999
JPMorgan Chase & Co. December 1994 - December 1996
BearStearns December 1994 - December 1995
Deutsche Bank May 1989 - December 1994
PwC (Formerly Coopers & Lybrand) August 1986 - August 1989
Skills
Risk, Due Diligence, Compliance, Trading, Fraud Investigations, Tax Compliance, Regulatory Requirements, IPO, Business Process..., Re-engineering, Business Strategy, Technical Architecture, Data Management, Financial Risk, Equities, Governance, Capital Markets, Asset Management, Hedge Funds, Fixed Income, Banking, Finance, Portfolio Management, Operational Risk, Market Risk, Fraud, Leadership Development, Mentoring, Risk Management
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Finance
University of Scranton 1982 — 1986
Bachelor of Science (B.S.), Accounting
Alvaro Cortes's UBS Investment Bank Experience June 2012 - September 2012
Job Associate at UBS
Industry Real Estate
Experience
UBS July 2013 - Present
UBS Investment Bank June 2012 - September 2012
Fisher Brothers / Plaza Construction Corp. December 2006 - July 2011
Skanska USA Civil Inc. August 2005 - November 2006
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2013
Master of Business Administration (M.B.A.), Finance
Florida State University 2001 — 2005
Bachelor of Science (B.S.), Civil Engineering
UBS July 2013 - Present
UBS Investment Bank June 2012 - September 2012
Fisher Brothers / Plaza Construction Corp. December 2006 - July 2011
Skanska USA Civil Inc. August 2005 - November 2006
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2013
Master of Business Administration (M.B.A.), Finance
Florida State University 2001 — 2005
Bachelor of Science (B.S.), Civil Engineering
Alexandra Russo, J.D.'s UBS Investment Bank Experience May 2011 - May 2015
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock June 2015 - Present
UBS Investment Bank May 2011 - May 2015
Jankoff & Gabe, P.C. June 2010 - May 2011
Pace University School of Law January 2010 - July 2010
Morgan Stanley April 2010 - June 2010
Merrill Lynch June 2008 - August 2008
Office of Congressman Jerrold Nadler January 2008 - May 2008
Merrill Lynch May 2007 - January 2008
Merrill Lynch May 2006 - May 2007
Skills
KYC, Dodd-Frank, Superior Client Service, Onboarding, Legal Research, Communication, Operations Coordination, Operations Processes, Operations Improvement, Regulatory Projects, Account Servicing, Project Management, Derivatives, Equities, Investment Banking, USA PATRIOT Act, Trading, Fixed Income
Education
Pace University School of Law 2009 — 2013
JD (cum laude), Corporate Law, Regulation
Fordham University 2005 — 2008
Bachelor of Arts, Political Science
MOUNT SAINT MARY ACADEMY 2001 — 2005
BlackRock June 2015 - Present
UBS Investment Bank May 2011 - May 2015
Jankoff & Gabe, P.C. June 2010 - May 2011
Pace University School of Law January 2010 - July 2010
Morgan Stanley April 2010 - June 2010
Merrill Lynch June 2008 - August 2008
Office of Congressman Jerrold Nadler January 2008 - May 2008
Merrill Lynch May 2007 - January 2008
Merrill Lynch May 2006 - May 2007
Skills
KYC, Dodd-Frank, Superior Client Service, Onboarding, Legal Research, Communication, Operations Coordination, Operations Processes, Operations Improvement, Regulatory Projects, Account Servicing, Project Management, Derivatives, Equities, Investment Banking, USA PATRIOT Act, Trading, Fixed Income
Education
Pace University School of Law 2009 — 2013
JD (cum laude), Corporate Law, Regulation
Fordham University 2005 — 2008
Bachelor of Arts, Political Science
MOUNT SAINT MARY ACADEMY 2001 — 2005
Eric Rosen's UBS Investment Bank Experience 2011 - 2012
Job Chief Investment Officer & Portfolio Manager at Reef Road Capital
Industry Financial Services
Experience
Reef Road Capital 2013 - Present
UBS Investment Bank 2011 - 2012
JPMorgan Chase 1997 - 2010
Bank of America/Continental Bank 1992 - 1997
Education
University of Chicago 1995 — 1997
Master of Business Administration (MBA), Finance
Florida State University 1988 — 1992
Bachelor of Science (BS), Accounting and Finance
Reef Road Capital 2013 - Present
UBS Investment Bank 2011 - 2012
JPMorgan Chase 1997 - 2010
Bank of America/Continental Bank 1992 - 1997
Education
University of Chicago 1995 — 1997
Master of Business Administration (MBA), Finance
Florida State University 1988 — 1992
Bachelor of Science (BS), Accounting and Finance
Sabrina Longo's UBS Investment Bank Experience April 2010 - September 2010
Job Financial Services Professional
Industry Financial Services
Experience
UBS Investment Bank April 2010 - September 2010
Education
Fairfield University 2006 — 2010
Bachelors, Finance and Acconting
UBS Investment Bank April 2010 - September 2010
Education
Fairfield University 2006 — 2010
Bachelors, Finance and Acconting
J.D. Sterner's UBS Investment Bank Experience September 2011 - February 2013
Job Contracts Analyst III at Calpine
Industry Law Practice
Experience
Calpine August 2014 - Present
Munich Re Weather & Commodity Risk Advisors LLC February 2014 - July 2014
Hess Corporation February 2013 - September 2013
UBS Investment Bank September 2011 - February 2013
Three Rivers Legal Services August 2010 - December 2010
Texas State University Athletics May 2010 - August 2010
Morgan Stanley October 2007 - April 2008
Skills
Securities, Corporate Law, Securities Regulation, Contract Negotiation, Negotiation, Derivatives, Legal Writing, ISDA, Legal Research, Commercial Litigation, Litigation, Civil Litigation, Risk Management, Due Diligence
Education
Florida Coastal School of Law 2008 — 2010
J.D., Law
Texas State University 2003 — 2007
BBA, Finance
Calpine August 2014 - Present
Munich Re Weather & Commodity Risk Advisors LLC February 2014 - July 2014
Hess Corporation February 2013 - September 2013
UBS Investment Bank September 2011 - February 2013
Three Rivers Legal Services August 2010 - December 2010
Texas State University Athletics May 2010 - August 2010
Morgan Stanley October 2007 - April 2008
Skills
Securities, Corporate Law, Securities Regulation, Contract Negotiation, Negotiation, Derivatives, Legal Writing, ISDA, Legal Research, Commercial Litigation, Litigation, Civil Litigation, Risk Management, Due Diligence
Education
Florida Coastal School of Law 2008 — 2010
J.D., Law
Texas State University 2003 — 2007
BBA, Finance
Darryl Crooms's UBS Investment Bank Experience June 2008 - August 2008
Job Senior Financial Analyst at John Deere
Industry Machinery
Experience
John Deere April 2014 - Present
John Deere November 2012 - April 2014
John Deere January 2012 - November 2012
John Deere August 2010 - January 2012
John Deere May 2009 - August 2010
UBS Investment Bank June 2008 - August 2008
Skills
Budgets, Sarbanes-Oxley Act, Variance Analysis, Sales, Financial Risk, Cost Accounting, Financial Analysis, Accounting, Financial Reporting, Forecasting, Internal Controls, General Ledger, SAP, Financial Accounting, US GAAP, Cash Flow, Project Accounting, Treasury
Education
Florida A&M University 2007 — 2009
Bachelor of Science (BS), Finance
John Deere April 2014 - Present
John Deere November 2012 - April 2014
John Deere January 2012 - November 2012
John Deere August 2010 - January 2012
John Deere May 2009 - August 2010
UBS Investment Bank June 2008 - August 2008
Skills
Budgets, Sarbanes-Oxley Act, Variance Analysis, Sales, Financial Risk, Cost Accounting, Financial Analysis, Accounting, Financial Reporting, Forecasting, Internal Controls, General Ledger, SAP, Financial Accounting, US GAAP, Cash Flow, Project Accounting, Treasury
Education
Florida A&M University 2007 — 2009
Bachelor of Science (BS), Finance
Craig Kornett's UBS Investment Bank Experience 2003 - 2006
Job Director at Citigroup Global Markets Inc.
Industry Investment Banking
Experience
Citigroup Global Markets Inc. 2014 - Present
Hammond Hanlon Camp LLC 2013 - 2014
Barclays Capital 2008 - 2013
Lehman Brothers 2006 - 2008
UBS Investment Bank 2003 - 2006
Fitch Ratings 1997 - 2003
North Shore Health System 1996 - 1997
The Brooklyn Hospital Center 1994 - 1996
Coopers & Lybrand 1993 - 1994
Ernst & Young 1989 - 1992
Skills
Fixed Income, Investment Banking, Capital Markets, Derivatives, Equities, Bonds, Hedge Funds, Valuation, Bloomberg, Financial Modeling, Asset Management, Structured Finance, Securities, Alternative Investments
Education
Fordham University - Graduate School of Business Administration 1994 — 1998
Master of Business Administration (MBA), Finance
Lynchburg College 1985 — 1989
Bachelor of Arts (BA), History & Journalism
Citigroup Global Markets Inc. 2014 - Present
Hammond Hanlon Camp LLC 2013 - 2014
Barclays Capital 2008 - 2013
Lehman Brothers 2006 - 2008
UBS Investment Bank 2003 - 2006
Fitch Ratings 1997 - 2003
North Shore Health System 1996 - 1997
The Brooklyn Hospital Center 1994 - 1996
Coopers & Lybrand 1993 - 1994
Ernst & Young 1989 - 1992
Skills
Fixed Income, Investment Banking, Capital Markets, Derivatives, Equities, Bonds, Hedge Funds, Valuation, Bloomberg, Financial Modeling, Asset Management, Structured Finance, Securities, Alternative Investments
Education
Fordham University - Graduate School of Business Administration 1994 — 1998
Master of Business Administration (MBA), Finance
Lynchburg College 1985 — 1989
Bachelor of Arts (BA), History & Journalism
Drew Burggraf's UBS Investment Bank Experience 1999 - 2013
Job VP Prime Brokerage at Conifer Securities
Industry Investment Banking
Experience
Conifer Securities July 2013 - Present
UBS Investment Bank 1999 - 2013
Morgan Stanley May 1994 - September 1999
Cowen and Company April 1985 - April 1994
Skills
Prime Brokerage, Collateral Management, Equities, Equity Swaps, Superior Client Service, Hedge Funds, Settlement, Client Services, Equity Derivatives, Securities Lending, Fixed Income, Options, Capital Markets, Investment Banking
Education
Fairleigh Dickinson University 1979 — 1983
Conifer Securities July 2013 - Present
UBS Investment Bank 1999 - 2013
Morgan Stanley May 1994 - September 1999
Cowen and Company April 1985 - April 1994
Skills
Prime Brokerage, Collateral Management, Equities, Equity Swaps, Superior Client Service, Hedge Funds, Settlement, Client Services, Equity Derivatives, Securities Lending, Fixed Income, Options, Capital Markets, Investment Banking
Education
Fairleigh Dickinson University 1979 — 1983
Timothy Zaino's UBS Investment Bank Experience 2013 - Present
Job UBS Investment Bank
Industry Capital Markets
Experience
UBS Investment Bank 2013 - Present
Gleacher & Company 2008 - 2013
UBS Investment Bank 2003 - 2008
Credit Suisse 2002 - 2002
Lehman Brothers 1998 - 2001
Skills
Loans, Equities, Bonds, Fixed Income, High Yield, Hedge Funds, Capital Markets, Leveraged Finance, Series 7, Structured Finance, Trading, Alternative Investments, Bloomberg, Valuation
Education
New York University, Stern School of Business 2001 — 2003
Master of Business Administration (MBA), Emphasis in Finance, Co-major in Entrepreneurship
Fairfield University 1994 — 1996
Bachelor of Arts (BA), History
University of Notre Dame 1992 — 1994
Fairfield Prep 1988 — 1992
UBS Investment Bank 2013 - Present
Gleacher & Company 2008 - 2013
UBS Investment Bank 2003 - 2008
Credit Suisse 2002 - 2002
Lehman Brothers 1998 - 2001
Skills
Loans, Equities, Bonds, Fixed Income, High Yield, Hedge Funds, Capital Markets, Leveraged Finance, Series 7, Structured Finance, Trading, Alternative Investments, Bloomberg, Valuation
Education
New York University, Stern School of Business 2001 — 2003
Master of Business Administration (MBA), Emphasis in Finance, Co-major in Entrepreneurship
Fairfield University 1994 — 1996
Bachelor of Arts (BA), History
University of Notre Dame 1992 — 1994
Fairfield Prep 1988 — 1992
Cary Conroy's UBS Investment Bank Experience 2001 - 2008
Job
Industry Investment Banking
Experience
UBS Investment Bank 2001 - 2008
Skills
Investment Banking, Wealth Management, Compliance, Securities, Bloomberg, Derivatives, Fixed Income, Equity Research, Bloomberg Terminal, Capital Markets, Valuation, Trading
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance
UBS Investment Bank 2001 - 2008
Skills
Investment Banking, Wealth Management, Compliance, Securities, Bloomberg, Derivatives, Fixed Income, Equity Research, Bloomberg Terminal, Capital Markets, Valuation, Trading
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance
Henry Liang's UBS Investment Bank Experience December 2006 - April 2009
Job Senior Evaluator at Interactive Data
Industry Financial Services
Experience
Interactive Data December 2010 - Present
First Empire Securities, Inc January 2010 - December 2010
UBS Investment Bank December 2006 - April 2009
UBS Investment Bank December 2005 - November 2006
UBS Wealth Management September 2003 - October 2005
UBS Wealth Management August 2001 - August 2003
Skills
Fixed Income, Municipal Bonds, Financial Analysis, Financial Reporting, Financial Risk, Portfolio Performance..., Operational Risk, Securities, Capital Markets, Credit Analysis, Trading, Business Analysis, Bonds, Analysis, Portfolio Management, Finance, Bloomberg, Investment Banking, Equities, Strategy, Financial Modeling, Hedge Funds
Education
Fordham University - Graduate School of Business Administration 2008 — 2010
Master of Business Administration (MBA)
Syracuse University - Martin J. Whitman School of Management 1997 — 2001
Bachelor of Science (BS), Finance and Financial Management Services
Interactive Data December 2010 - Present
First Empire Securities, Inc January 2010 - December 2010
UBS Investment Bank December 2006 - April 2009
UBS Investment Bank December 2005 - November 2006
UBS Wealth Management September 2003 - October 2005
UBS Wealth Management August 2001 - August 2003
Skills
Fixed Income, Municipal Bonds, Financial Analysis, Financial Reporting, Financial Risk, Portfolio Performance..., Operational Risk, Securities, Capital Markets, Credit Analysis, Trading, Business Analysis, Bonds, Analysis, Portfolio Management, Finance, Bloomberg, Investment Banking, Equities, Strategy, Financial Modeling, Hedge Funds
Education
Fordham University - Graduate School of Business Administration 2008 — 2010
Master of Business Administration (MBA)
Syracuse University - Martin J. Whitman School of Management 1997 — 2001
Bachelor of Science (BS), Finance and Financial Management Services