UBS Investment Bank
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UBS Investment Bank Employees
Integra Investments August 2012 - Present
Deutsche Bank Securities January 2011 - July 2012
UBS Investment Bank June 2008 - August 2008
Multiplicas Casa de Bolsa June 2005 - August 2006
Skills
Valuation, Capital Markets, Financial Modeling, Private Equity, Financial Analysis, Investment Banking
Education
Georgetown University 2010 — 2011
MPS, Real Estate Finance
American University - Kogod School of Business 2005 — 2009
BSBA, Economics, Finance
London School of Economics and Political Science 2007 — 2008
General Course, Economics
Narvar Inc January 2014 - Present
Babson College August 2011 - May 2013
WEX Inc. June 2012 - December 2012
Microsoft January 2012 - May 2012
Eximius Interactive Private Limited June 2010 - July 2011
UBS Investment Bank January 2009 - May 2010
Infosys Technologies Ltd November 2006 - May 2010
Skills
E-commerce, Product Management, Quality Assurance, New Business Development, Marketing Strategy, Mergers & Acquisitions, Requirements Analysis, SQL, Business Analysis, Agile Methodologies
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA
University of Pune 2002 — 2006
B.E, Electronics and Telecommunication
Brijlal Biyani Science College
Kwik Mortgage Corporation August 2013 - November 2013
UBS Investment Bank May 2012 - November 2012
HSBC 2004 - 2011
JP Morgan Chase & Co. 2003 - 2004
WestLB Panmure Securities 1997 - 2002
BHF Securities 1986 - 1997
Skills
Securities, Fixed Income, Bonds, Management, Loans, Trading, Bloomberg, Start-ups, Investments, Account Reconciliation, Securities Lending, Mergers & Acquisitions
Education
Ashford University 2011 — 2012
Master of Business Administration (MBA), Finance
St. Francis College
BS, Management
People's United Bank September 2014 - Present
Royal Bank of Scotland June 2012 - August 2014
JPMorgan Chase March 2010 - June 2012
Deutsche Bank November 2005 - March 2010
UBS Investment Bank April 2005 - September 2005
Citigroup September 2004 - December 2004
Pillsbury Winthrop September 2003 - August 2004
Skills
Due Diligence, Banking, Securities, AML, Finance, Cash Management, Governance, Trade Finance, Project Finance, Policy, Trading, Risk Assessment, Capital Markets, Investment Banking, Risk Management
Education
University of Pennsylvania Law School 2000 — 2003
JD, Law
Amherst College 1994 — 1998
BA, Political Science and Spanish
St. Andrew's School 1990 — 1994
High School
P.S. 206, JHS 157 1988 — 1990
Morrison Cohen LLP November 2007 - Present
UBS Investment Bank September 2002 - November 2007
Debevoise & Plimpton January 2001 - July 2002
Skadden Arps July 1997 - January 2001
Education
New York University School of Law
LL.M., Tax
Benjamin N. Cardozo School of Law, Yeshiva University
JD
American University
BA, Economics
Sears January 2015 - Present
Sears November 2013 - December 2014
Sears January 2012 - November 2013
Sears June 2007 - December 2011
UBS Investment Bank December 2004 - June 2007
Fidelity Investments June 2003 - December 2004
Infogain September 2000 - June 2003
ASAP Software September 1998 - August 2000
Skills
Agile Methodologies, Java, Spring, JUnit, Hibernate, REST, JBoss Application Server, Tomcat, Subversion, Test Driven Development, jQuery, SOA, MySQL, Open Source, Scalability, Solr, Python, Architectures, Web Development, Architecture, Spring Framework
Education
Colorado State University
Masters, Computer Science
Andhra University
Bachelors, Electronics & communications
KKR January 2014 - Present
PIMCO November 2008 - December 2013
PIMCO July 2007 - November 2008
UBS Investment Bank June 2006 - August 2006
Capstone Partners LLC September 2005 - December 2005
Merrill Lynch June 2005 - August 2005
Skills
Portfolio Management, Global Macro, Interest Rate..., Macroeconomics, Currency, Emerging Markets, Bonds, FX Options, Equity Research, Value Investing
Education
Columbia University - Columbia Business School 2012 — 2013
Master of Business Administration (MBA), Finance and General Management
Babson College 2003 — 2007
Bachelors of Science, Finance and Economics
Harvard University 2005 — 2005
Summer Coursework in Capital Acquisition and M&A, Banking, Corporate, Finance, and Securities Law
Colegio Nueva Granada
High School
CME Group April 2015 - Present
Harris Associates October 2013 - November 2014
Harris Associates June 2012 - October 2013
Slalom Consulting November 2011 - June 2012
UBS Investment Bank January 2009 - November 2011
UBS Investment Bank January 2007 - January 2009
UBS Investment Bank May 2006 - January 2007
ABN AMRO Bank N.V. January 2005 - October 2006
ABN AMRO Bank N.V. October 2004 - January 2005
Skills
Electronic Trading, Equities, Derivatives, Trading Systems, Project Management, Fixed Income, Options, Business Analysis, Capital Markets, Financial Markets, Trading, Investment Banking, Management, Clearing, Middle Office, Securities, Portfolio Management, Agile Methodologies, PMO, Strategy, Agile Project Management, Program Management, Market Data
Education
Arizona State University 1988 — 1993
Bachelor of Science, Finance
Jones Valley Teaching Farm June 2014 - Present
UBS Investment Bank October 2012 - May 2014
UBS Investment Bank August 2011 - August 2012
Bizilia's Cafe August 2007 - May 2011
Skills
Customer Service, Cross-cultural..., Collaborative Problem..., Prime Brokerage, Collateral Management, Writing, Nonprofits, Management
Education
Auburn University 2006 — 2011
Bachelor's Degree, English
London Central High School 2002 — 2006
High School, Valedictorian
Discerning Software LLC October 2014 - Present
Account Executive July 2014 - Present
Yodle July 2013 - September 2014
The Taos News October 2013 - February 2014
Yodle January 2013 - July 2013
Luminary Publishing July 2011 - February 2012
HP Hiflex (a Hewlett Packard company) May 2010 - June 2011
UBS Investment Bank July 2001 - June 2008
Skills
Sales Management, Lead Generation, B2B, Social Media, SEO, Direct Sales, Account Management, Direct Marketing, Email Marketing, Online Advertising, Digital Marketing, Software Industry, Cold Calling, Snowshoeing, Product Development, Salesforce.com, Team Leadership, Sales, Online Marketing, Advertising, Marketing, Digital Media, Management, Customer Service, Business Development, Social Media Marketing, CRM, New Business Development, SaaS, E-commerce, Software Solution Sales, Team Management, Marketing Strategy, Social Networking, Trade Shows, Direct Mail, Integrated Marketing, Solution Selling, Sales Operations
Education
William Patterson University
Bachelors
Austin Community College 2012 — 2012
University of Copenhagen
University of Tel Aviv
UBS Investment Bank July 2014 - Present
Aleris International August 2011 - December 2012
Aleris International May 2011 - August 2011
Skills
Financial Modeling, Mergers & Acquisitions, Corporate Finance, Leadership, Corporate Development, Investment Banking
Education
The Ohio State University - The Max M. Fisher College of Business
Master of Science (MS), Finance
Baldwin Wallace University
Bachelor of Arts (B.A.), Business Administration and Finance
Federal Reserve Bank of San Francisco 2014 - Present
JPMorgan Chase 2011 - 2013
JPMorgan Chase 2010 - 2010
UBS Investment Bank 2009 - 2009
Skills
Microsoft Office, Series 7, Series 63, Bloomberg, Project Management, Capital Markets, Financial Markets, Financial Analysis, Trading, Commodity, Risk Management, Microsoft Excel, Finance, Bonds, Analysis, Financial Modeling, Data Analysis
Education
Morehouse College 2007 — 2011
BA, Business Administration (Finance Concentration)
American University in Dubai
Money and Banking, Global Marketing, and International Economics
Saint Mary's College High School 2003 — 2007
Enlace Int 2015 - Present
UBS Investment Bank July 2010 - December 2012
Barclays Capital June 2009 - August 2009
Skills
Derivatives, Trading, Capital Markets, Fixed Income, Investment Banking, FX Options, Bloomberg, Equities, Financial Modeling, Hedge Funds
Education
Arizona State University - W. P. Carey School of Business
The WhiteWave Foods Company October 2014 - Present
WhiteWave Foods April 2012 - September 2014
Sterling-Rice Group October 2011 - March 2012
BrandJuice Consulting June 2010 - March 2012
Greenhouse Partners January 2011 - May 2011
The Demming Center of Entrepreneurship - University of Colorado at Boulder April 2010 - May 2011
UBS Investment Bank August 2005 - August 2008
International Institute for Sustainable Development June 2003 - August 2003
Skills
Digital Marketing, Consumer Insights, Microsoft Office, Market Research, Project Management, Brand Development..., Marketing Analytics, Market Analysis, Analytics, Customer Insight, Cross-functional Team..., Marketing, Product Development
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2011
MBA, Marketing Management
Art Institute of Colorado 2009 — 2009
Certificate in Digital Design
University of Richmond 2001 — 2005
B.A., International Studies: World Politics and Diplomacy
Butler Burgher, Inc. June 2014 - Present
CBRE June 2011 - June 2014
Integra Realty Resources March 2008 - June 2011
UBS Investment Bank June 2001 - March 2006
US Navy August 1990 - August 1993
Skills
Shopping Centers, Land, Real Estate Investment, Investment Properties, Valuation, Subdivisions, Expert Witness, Feasibility Studies, Market Analysis, Eminent Domain, Litigation Support, Financial Analysis, Hotels, Appraisals, Retail, REO, Apartments, Financial Modeling, Real Estate Development, Location Intelligence, Real Estate
Education
Arizona State University 1994 — 1998
Bachelor of Science, Biology
Arroyo Grande High School 1984 — 1990
NewSchools Venture Fund August 2015 - Present
Education Pioneers June 2015 - Present
UBS Investment Bank July 2012 - June 2015
UBS Investment Bank June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Financial Modeling, Valuation, Research, Financial Analysis, Microsoft Office, Microsoft Word, Time Management, Data Analysis, Customer Service, Public Speaking, Corporate Finance, Event Planning, Economics, PeopleSoft, Teamwork
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Rincon High School 2004 — 2008
High School
UBS Investment Bank January 2015 - Present
US Navy Reserve May 2013 - September 2014
Bechtel Corporation July 2013 - October 2013
US Navy October 2009 - September 2012
US Navy February 2008 - August 2009
US Navy August 2005 - December 2007
Skills
Military Leadership, Team Leadership, Leadership, Project Management, Problem Solving, Financial Modeling, Microsoft Excel, Corporate Finance, Microsoft Office, Business Strategy, Program Management, Managerial Finance, Financial Analysis, Strategy, Microsoft Word, Organizational..., Strategic Planning, Database Management, Personnel, Military Operations, Navy, Military Experience, Military, Engineering Management, Personnel Recruiting, Recruitment/Retention, Graduate Recruitment, Maintenance Management, Tactics, Defense, National Security, Military History, Security Clearance, Conflict Management, Training, Command, Tutoring, Sports Betting
Education
London Business School 2012 — 2014
MBA
Australian Graduate School of Management 2014 — 2014
Master of Business Administration (MBA)
United States Naval Academy 2001 — 2005
BS, Economics
Time Warner Cable August 2014 - Present
Wells Fargo April 2013 - August 2014
Time Warner Cable February 2011 - April 2013
Charles Schwab October 2009 - January 2011
Capital One July 2008 - September 2009
UBS Investment Bank May 2007 - June 2008
National Australia Bank December 2006 - April 2007
Dun and Bradstreet February 2006 - November 2006
Skills
Informatica, PL/SQL, Unix, Netezza, Oracle 9i, Microsoft SQL Server, C, C++, Oracle, Databases, Data Warehousing, Unix Shell Scripting, Performance Tuning, Toad, SQL Tuning, Requirements Gathering, Teradata, Requirements Analysis, Star Schema, Stored Procedures, Business Intelligence, SDLC, SQL
Education
Andhra University 2002 — 2005
MCA, Master of computer sciences, A
Nehru convent high school
AirWatch by VMware May 2014 - Present
AirWatch by VMware March 2013 - May 2014
Kane McGukin 2014 - 2014
UBS Investment Bank June 2011 - March 2013
UBS FINANCIAL SERVICES, INC October 2006 - June 2011
BEAR STEARNS & COMPANY, INC June 2006 - October 2006
CHILDERS ASSOCIATES February 2005 - June 2006
Skills
Equities, Investments, Trading, Alternative Investments, Bloomberg, Options, Financial Services, Asset Management, Fixed Income, Portfolio Management, Capital Markets, Mobile Devices, Series 7, Series 63, Technology, Content Management, Mobile Applications
Education
Auburn University, College of Business 2002 — 2004
Bachelor of Science, Business Administration, Finance
Southern Polytechnic State University 2000 — 2002
Computer Science
Wells Fargo Securities November 2013 - Present
Marriott Vacations Worldwide Corporation April 2013 - Present
Oracle June 2012 - March 2013
UBS Investment Bank September 2007 - June 2012
MNI May 2006 - September 2007
Edgewater Technology 2001 - 2006
Sysdev Inc. October 1998 - August 2001
TCS June 1997 - September 1998
Skills
PL/SQL, UML, Sybase, Scrum, Spring, Ant, Software Project..., Java, SOA, Hibernate, Software Development, Struts, Tomcat, SQL, Java Enterprise Edition, Continuous Integration, Subversion, Oracle, Eclipse, Web Services, JDBC, JMS, AJAX, EJB, JUnit, JavaScript, Perl, JAXB, Linux, Core Java, Enterprise Architecture, JIRA, HTML, JSF, Servlets, JSP, Weblogic, Spring Framework
Education
Amravati University 1993 — 1997
B.S, Computer Sciences and Engineering
PJT Partners (formerly part of The Blackstone Group) October 2015 - Present
The Blackstone Group August 2014 - October 2015
UBS Investment Bank August 2012 - August 2014
Infrastructure Management Group, Inc. October 2011 - July 2012
UBS Investment Bank June 2011 - August 2011
American University 2007 - 2011
USA Rugby August 2005 - April 2007
Skills
Mergers & Acquisitions, Valuation, Financial Modeling, Management Consulting, Renewable Energy
Education
American University - Kogod School of Business 2007 — 2011
MBA, Finance
American University Washington College of Law 2007 — 2011
JD, cum laude
Brigham Young University 2001 — 2005
BA, English
Credit Suisse October 2011 - Present
BGC Partners July 2007 - September 2012
Dow Jones September 2006 - June 2007
Goldman Sachs Asset Management January 2006 - September 2006
Merrill Lynch July 2004 - December 2005
UBS Investment Bank November 2002 - June 2004
Morgan Stanley Dean Witter May 2002 - November 2002
Swiss Reinsurance Company January 2002 - May 2002
Sensitron August 2001 - December 2001
Morgan Stanley Dean Witter September 2000 - August 2001
Skills
Sybase, SDLC, SOA, JMS, Agile Methodologies, Java Enterprise Edition, Business Analysis, Weblogic, Enterprise Architecture, Java, Spring, DB2, XML, JDBC, Requirements Analysis
Education
Anna University 1996 — 1998
PGDQM, Quality Management, Operation Research
Presidency College 1994 — 1996
Msc, Mathematics
L.N.G College 1991 — 1994
B.Sc, Mathematics
Credit Suisse December 2013 - Present
Credit Suisse July 2012 - November 2013
Credit Suisse June 2011 - July 2012
Credit Suisse May 2009 - May 2011
Wachovia May 2008 - April 2009
UBS Investment Bank April 2007 - March 2008
UBS Investment Bank November 2005 - April 2007
Accenture Technology Solutions December 2003 - October 2005
CMC Limited 2000 - 2003
Skills
Electronic Trading, Sybase, Trading, Back Office, Derivatives, Equities, Options, Commodity, Unix, FX Options, Middle Office, Investment Banking, Project Management, PL/SQL, Oracle, ITIL, Trading Systems, Risk Management, Perl
Education
Amravati University 1995 — 1999
BE, ELECTRONICS AND TELECOM
Delhi Public School - R. K. Puram 1992 — 1994
UBS Wealth Management January 2012 - Present
UBS Wealth Management 2011 - 2015
UBS Investment Bank August 2010 - December 2010
Education
Auburn University 2008 — 2011
Bachelor of Science, Finance
Woodward Academy 2004 — 2008
ADP March 2014 - Present
UBS Investment Bank August 2012 - August 2013
T-Mobile January 2010 - July 2011
Skills
CRM, Management, Sales, Equities, Investment Banking, Process Improvement, Forecasting, Competitive Analysis, Financial Analysis, Financial Modeling, Microsoft Excel, Outlook, PowerPoint, Corporate Finance, Spanish-speaking, salesforce.com, Account Management, Contract Negotiation, New Business Development, Direct Marketing, Small Business..., ADP Payroll, Business Development, Salesforce.com, Customer Service, Leadership, Marketing, Microsoft Office
Education
St. Mary’s University, Twickenham 2012 — 2013
International Business Certificate, Interntional Business Certificate
Arizona State University 2006 — 2011
Bachelor of Science (B.S.), Economics
UBS Investment Bank June 2012 - Present
John Hancock Life Insurance Company (U.S.A.) September 2010 - January 2012
UBS June 2011 - August 2011
John Hancock Life Insurance Company (U.S.A.) June 2010 - January 2011
Skills
Equities, Bloomberg, Financial Analysis, Corporate Finance, Economics, Investments, Microsoft Excel, Market Research, Finance, PowerPoint
Education
Babson College 2008 — 2012
Bachelor of Science (B.S.), Finance, Economics
Ventus Networks June 2015 - Present
Omnicom Capital Inc. November 2013 - November 2014
MasterCard Worldwide July 2013 - October 2013
UBS Investment Bank 2006 - 2012
self employed 2004 - 2006
AT&T 1999 - 2003
IBM 1997 - 1999
Verizon/MCI Telecommunications 1982 - 1997
Skills
Program Management, Change Management, Project Management, Management Consulting, Management, Leadership, IT Strategy, Project Planning, Team Building, Training, Disaster Recovery, Project Delivery, Non-profits, Vendor Management, Business Analysis, Coaching, Analysis, Networking, Strategy
Education
American University
BA, Psychology/Sociology
Moelis & Company 2010 - Present
Sagent Advisors 2009 - 2010
UBS Investment Bank 2002 - 2009
Credit Suisse First Boston 2001 - 2002
Donaldson, Lufkin & Jenrette 1997 - 2001
GRP Partners 1997 - 2001
Sullivan & Cromwell LLP 1987 - 1997
United States District Court Eastern District of Louisiana August 1985 - August 1986
Skills
Securities Regulation, Private Equity, Capital Markets, Due Diligence, Securities, Mergers, IPO, Mergers & Acquisitions, Investment Banking, Structured Finance, Corporate Finance, M&A experience, Hedge Funds, Corporate Governance, Leveraged Finance, LBO, Venture Capital, Corporate Development, Restructuring, Financial Structuring, Divestitures, Equity Capital Markets
Education
Yale Law School 1982 — 1985
JD
Antioch College 1978 — 1982
BA, History
Sewanhaka
Sewanhaka
Bank of America January 2014 - Present
Bank of America March 2012 - December 2013
Bank of America August 2011 - March 2012
Bank of America September 2010 - August 2011
Bank of America July 2009 - September 2010
TEKsystems January 2009 - July 2009
The Reserve Management Corporation April 2008 - October 2008
JP Morgan Chase - Worldwide Treasury Securities Services January 2008 - March 2008
UBS Investment Bank August 2006 - August 2007
US Bank / Wachovia Bank July 2005 - July 2006
Skills
Project Management, Information Security, Change Management, Analysis, Information Technology, Requirements Analysis, Customer Service, IT Management, Leadership, Research, Marketing, Risk Management, Security, Information Security..., Process Improvement, IT Strategy, Management, SDLC, Vendor Management, Business Analysis, Banking, Business Continuity, CRM, Cross-functional Team..., Customer Satisfaction, Databases, Disaster Recovery, Enterprise Risk..., Governance
Education
University of Cambridge 2006 — 2007
Certificate of International Business, International Business
Appalachian State University 2001 — 2005
Bachelor of Science, Business Administration; Business Management
WSFS Bank December 2011 - Present
UBS Investment Bank April 2010 - November 2011
Thermo Fisher Scientific March 2008 - January 2010
Diamond Technologies October 2002 - March 2008
Taratec 1993 - 2000
Therakos 1987 - 1991
Gould Computer Systems 1984 - 1987
Education
Drexel University 2006 — 2008
Graduate coursework, Software Engineering
Arizona State University 1982 — 1983
BS, Computer Engineering
TriStar Technology Venture October 2014 - October 2014
The Children's Hospital of Philadelphia September 2013 - May 2014
Verity Knowledge Solutions (formerly known as UBS Investment Bank India Service Center) March 2010 - January 2013
UBS Investment Bank April 2011 - June 2011
State Bank of India February 2009 - May 2009
Tata Institute of Fundamental Research May 2006 - July 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Research, Banking, Genetics, Pitch Books, Company Profiling, Investment Banking, DCF Valuation, Pharmaceutical Industry, Molecular Biology, Biotechnology Industry, ThomsonOne, Comparable Analysis, Competitive Analysis, Precedent Transactions, Excel, Training, Mentoring, Teaching, Microsoft Excel, Equity Research, Business Valuation, DCF, Finance, Bloomberg, Financial Analysis, Analysis, Management, Mergers & Acquisitions
Education
University of Notre Dame - Mendoza College of Business 2014 — 2015
Accelerated One-year MBA, Corporate Finance, Investments, Graduated Magna Cum Laude
IBS Hyderabad 2008 — 2010
Business Administration and Management, General
Banaras Hindu University 2005 — 2007
Master of Science (M.S.), Molecular and Human Genetics
Presidency College 2002 — 2005
Bachelor of Science (B.S.), Physiology (Human Biology), Chemistry, Zoology
St. Xavier's Collegiate School, Kolkata
Indian School Certificate Exam (ISC), Science
UBS Investment Bank June 2014 - Present
Boston Scientific July 2013 - June 2014
Boston Scientific June 2012 - July 2013
U.S. Department of Commerce January 2010 - August 2010
Salisbury Bank and Trust Company May 2008 - August 2009
Bramato Woodworks October 2008 - March 2009
Skills
Bloomberg, Microsoft Office Suite, SAP, Capital IQ, Thomson One, Essbase, Minitab, Thompson One, Data Analysis, Financial Analysis, Financial Modeling, Microsoft Office, Valuation, Corporate Finance, Accounting
Education
Babson College 2008 — 2012
Bachelor of Science: Business Management, Finance
The Gunnery 2004 — 2008
High School
Point72 Asset Management L.P. May 2014 - Present
SAC Capital July 2012 - April 2014
UBS Investment Bank 2004 - 2012
Skills
Risk Management, Market Data, Trading Systems, Credit Derivatives, Fixed Income, SDLC, Derivatives, Sybase, Trading, Agile Methodologies, C#/WCF/WinForms, .NET, Investment Banking, C#, Requirements Analysis, Interest Rate..., SQL, CFA Level2 Candidate, MCSD for .Net, MCTS for SQL Server, Hedge Funds, Financial Markets, Business Intelligence, Analysis, Integration, Capital Markets, Bloomberg, Credit, Visio, Requirements Gathering, Data Analysis, Credit Risk, Market Risk, HTML 5, AngularJS/Bootstrap, Microsoft SQL Server, Reproducible Research, ETL Tools, Exploratory Data..., Statistical Inference, Regression Models, Machine Learning, Data Products, R Programming
Education
Ohio University 2001 — 2003
Master of Science (M.S.), Chemical Engineering
Andhra University 1996 — 2000
Bachelor of Technology (B.Tech.), Chemical Engineering
UBS Investment Bank March 2015 - Present
UBS Investment Bank October 2013 - February 2015
The 451 Group June 2011 - September 2013
Duke MEM Finance Club January 2010 - December 2010
Duke University August 2009 - December 2010
7 Mile Advisors June 2010 - August 2010
Inspire India Financial Solutions Pvt Ltd 2008 - 2008
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Analysis, Investment Banking, Teamwork, Financial Markets, Market Research, Emerging Markets, Deal Analysis, M&A due diligence, Fundamental Research, Research, DCF, IPO, Emerging Technologies, Deal Flow, M&A experience, Semiconductor Industry, Credit Risk, Electrical Engineering, Writing
Education
Duke University 2009 — 2010
Masters, Engg Management(Finance)
University of North Carolina at Charlotte 2009 — 2009
Master of Mathematical Finance (Transferred out)
B. M. S. College of Engineering
Bachelor of Engineering, Electrical Engineering
Bishop Cotton Boys School
Mathematics, Chemistry, Physics
Tech Profit Strategies 2009 - Present
ZymoGenetics, Inc. 2001 - 2009
Genzyme 1999 - 2001
UBS Investment Bank 1998 - 1999
Skills
Strategy, Product Development, Product Management, Strategic Partnerships, Marketing Strategy, Business Development, Business Strategy, Video Games, Interactive Media, Mobile Technology, R&D, Start-ups, Product Launch, Strategic Alliances, Strategic Planning, Commercialization, Management, Cross-functional Team..., Mobile Devices, Leadership, Life Sciences, Mergers & Acquisitions
Education
Babson College 1997 — 1999
MBA, Marketing and Financial Strategy
University of Iowa 1990 — 1995
Bachelor of Science, Physics & Biochemistry
Bulldog Professional Inspection Services, LLC May 2003 - Present
UBS Investment Bank May 2001 - March 2003
US Navy August 1991 - August 2000
Skills
Residential Homes, Real Estate, Investment Properties, Project Management, Negotiation, Entrepreneurship, Business Strategy, Customer Service, Budgets, New Business Development, Process Improvement, Sales, Buyer Inspections, Seller/Pre-Listing..., Real Estate Investor..., Home Maintenance..., New Home Warranty..., Social Media Marketing, Selling, First Time Home Buyers, Marketing
Education
Avila University 2000 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
The University of Kansas 1998 — 2000
Finance, Architectural Engineering
Iowa State University 1997 — 1998
Bachelor of Business Administration (B.B.A.), Aerospace Engineering
Bank of America October 2011 - Present
UBS Investment Bank June 2007 - October 2011
Ascent Media Network Services March 2004 - June 2007
Cendant Mobility January 2003 - January 2004
Skills
Analysis, Vendor Management, Research, Databases, Project Management, Servers, Troubleshooting, Technical Support, SharePoint, IT Management, Business Analysis, Data Analysis, Disaster Recovery, IT Service Management, IT Strategy, ITIL, Microsoft Excel, SDLC, SQL, Windows, Management, Microsoft Office
Education
NCC 2011 — 2011
Certificate, Project Management
Art Institute of Fort Lauderdale 1997 — 2000
BS, Computer Animation & Media Arts
Bank of America Merrill Lynch January 2011 - Present
UBS Investment Bank June 2010 - August 2010
UBS Financial Services October 2009 - May 2010
Student Investment Management Fund May 2009 - May 2010
Merrill Lynch May 2009 - August 2009
Wells Fargo April 2008 - May 2009
City of Tempe August 2006 - December 2006
Education
Arizona State University - W. P. Carey School of Business 2006 — 2010
B.Sc, Finance, Accountancy
Morgan Stanley April 2011 - January 2013
Citadel Securities October 2009 - February 2011
Pipeline Trading August 2009 - October 2009
UBS Investment Bank January 2004 - June 2009
Nasdaq 2002 - 2004
BNP Paribas January 1998 - June 2001
Cooper Neff Technologies October 1994 - December 1997
Skills
Financial Modeling, Trading Systems, Equities, Derivatives, Options, Equity Derivatives, Market Data, C++, Fixed Income, Strategy, Financial Risk, Risk Management, Electronic Trading, Market Risk, Low Latency, Quantitative Finance, Trading, Capital Markets, Investment Banking, Hedge Funds, Financial Services, Financial Markets, Valuation, Portfolio Management
Education
University of Chicago 2004 — 2007
MSFM, Financial Mathematics
Villanova University 1997 — 1999
MSCS, Computer Science
Villanova University 1990 — 1994
MSME, Mechanical Engineering
B. M. S. College of Engineering 1984 — 1989
BS, Mechanical Engineering
Vijaya High School 1981 — 1982
High School
Cognizant Technology Solutions February 2014 - Present
Cognizant Technology Solutions May 2012 - January 2014
Cognizant Technology Solutions January 2010 - April 2012
UBS Investment Bank December 2007 - December 2009
Hewlett-Packard February 2003 - December 2007
Skills
Process Excellence, Vendor Management, Transition Management, IT Service Management, Service Delivery, ISO 20000, Iso 9000, SEI CMM, VMware, Project Management, PMO, Software Documentation, IT Operations, Release Management, Quality Assurance, Outsourcing, Troubleshooting, Citrix
Education
APMG International
ITIL Intermediate - SO, Service Management
V S Vidyalaya
APMG International 2013 — 2013
ITIL 2011 Foundation, Service Management
State University of New York at Buffalo - School of Management 2007 — 2009
MS, Management of IT and ITES, GPA: 3.4 / 4.0
Amrita School Of Business 2007 — 2009
Master’s Degree, Management Information Systems, First Class
Andhra University 1997 — 1999
Master's degree, Chemistry, First Class
Hager Sharp August 2015 - Present
The Kogod School of Business at American University September 2014 - July 2015
Opower February 2014 - August 2014
RegalRealness.com July 2013 - June 2014
360 Live Media, Inc. September 2013 - December 2013
Tommy Hilfiger June 2012 - August 2012
Black Retail Action Group May 2012 - August 2012
Howard University September 2011 - December 2011
UBS Investment Bank June 2011 - August 2011
21st Century Advantage Program August 2010 - June 2011
Skills
Leadership, Marketing Strategy, Blogging, Event Planning, Customer Service, Public Speaking, Project Planning, Time Management, Organizational..., Case Studies, Process Improvement, Management, Editing, Microsoft Office, Marketing Communications, Marketing Research, Retail, Events Coordination, Microsoft Excel, Social Media
Education
American University 2014 — 2015
Master’s Degree, Marketing
Howard University 2009 — 2013
Bachelor's of Business Administration, Magna Cum Laude, Marketing, 3.54
St. Mark's High School 2005 — 2009
Honors
UBS Investment Bank May 2015 - Present
American Medical Association April 2014 - May 2015
American Medical Association December 2013 - April 2014
American Medical Association April 2013 - December 2013
American Medical Association October 2011 - April 2013
TNS NFO March 2011 - October 2011
C&R Research September 2009 - March 2011
C&R Research November 2007 - September 2009
C&R Research May 2007 - August 2007
Skills
Quantitative Research, Questionnaire Design, Survey Research, Survey Design, Data Visualization, Analytics, Customer Insight, Focus Groups, Segmentation, Research, Market Research, Qualitative Research, Marketing Research, Consumer Behaviour, Online Research, SPSS, Advertising Research, Primary Research, Competitive Intelligence, Data Analysis, Statistics, Research Design, Consumer Insight, Ethnography, Tableau, Optimization, Conversion Optimization
Education
Augustana College 2003 — 2007
Bachelor of Arts, Business Administration, Marketing, and Psychology
Henry Schein March 2010 - Present
Credit Suisse June 2006 - November 2007
UBS Investment Bank August 1999 - June 2006
Education
The University of Chicago - Booth School of Business 1997 — 1999
Master of Business Administration (MBA), Accounting and Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1986 — 1988
M.A., International Relations
Amherst College 1982 — 1986
B.A., Economics
Accenture September 2013 - Present
Barclays Wealth January 2012 - August 2013
Barclays Capital October 2008 - January 2012
Deutsche Bank April 2008 - August 2008
UBS Investment Bank December 2006 - March 2008
Capco August 2005 - December 2006
Dresdner Kleinwort October 2000 - May 2004
Kleinwort Benson Channel Islands June 1999 - September 2000
Blue Curve 1997 - 1999
Skills
Prime Brokerage, Trading Systems, Investment Banking, Equities, Market Data, Derivatives, Stakeholder Management, Vendor Management, Trading, Financial Risk, Equity Derivatives, Private Equity, Offshoring, Settlement, Private Banking, Finance, Emerging Markets, Electronic Trading, Fixed Income, Back Office, Exchange Connectivity, Credit Derivatives, Capital Markets, Middle Office, FX Options, Market Risk, Reference Data, Project Planning, Sybase, Project Management
Education
Swansea University 1996 — 1997
MSc, Computer Science
Aston University 1992 — 1996
SPOCE
Prince Practitioner Certification
Discovery Map International, Inc. October 2005 - Present
Fuji International FInance July 1997 - November 2000
UBS Investment Bank January 1991 - June 1997
Skills
Start-ups, Social Media Marketing, Online Advertising, Marketing Strategy, Marketing, Social Media, New Business Development, Strategic Planning, Business Development, Advertising, Sales Management, Sales, Account Management, Salesforce.com, Event Planning, Project Management, Customer Service, Public Speaking, Event Management, Budgets, Digital Marketing, Small Business, Negotiation, Contract Negotiation, Online Marketing, Lead Generation, Email Marketing, Social Networking, B2B, Public Relations, Mobile Marketing, Marketing Communications, Strategic Partnerships, Leadership
Education
Babson College 1986 — 1990
MBA, International Finance
St Michael's College 1979 — 1983
Bachelor of Arts, Economics
ROSA CLARÁ GROUP April 2015 - Present
HIS International June 2014 - Present
Macy's, Inc. January 2014 - May 2014
Mercedes Benz Fashion Week - Fall 2014, Bureau Betak January 2014 - February 2014
UBS Investment Bank May 2012 - July 2012
Neutral7 Design Group January 2011 - April 2011
Skills
Spanish-speaking, Market Research, Marketing, Fashion Blogging, Retail Buying, Fashion Buying, Microsoft Excel, Merchandise Planning, Financial Modeling, Business Development, Marketing Strategy, Social Media Marketing, Microsoft Office, Business Planning, Public Relations, Public Speaking, Spanish, PowerPoint, Communication, Microsoft Word, Social Media
Education
Babson College 2011 — 2013
Bachelors of Science, Business Administration, Finance Concentration, 3.40
University of Florida 2009 — 2011
Bachelor's of Science in Business Administration, Business Management
Universidad de Belgrano 2010 — 2010
University of Florida Study Abroad, Language & Cultural Immersion Program
Georgetown University 2008 — 2010
Undergraduate Studies, Business Management, Writing, 4.0
Wafra Partners LLC April 2015 - Present
Wafra Partners LLC January 2014 - April 2015
UBS Investment Bank July 2012 - December 2013
Wafra Investment Advisory Group Inc. October 2011 - July 2012
Best Doctors November 2010 - December 2010
Al Ahli Bank of Kuwait July 2010 - July 2010
Citi June 2010 - June 2010
Behbehani Motors Company July 2009 - August 2009
NBK Capital July 2008 - July 2008
National Bank of Kuwait June 2008 - June 2008
Skills
Market Research, Marketing, Financial Modeling, Management, Private Equity, Finance, Strategy, Asset Management, Project Planning, Banking, Structured Finance, Microsoft Office, Valuation
Education
Harvard Law School 2012 — 2012
Babson College 2007 — 2011
Bachelor of Science, Entrepreneurship and Economics
American School of Kuwait 2003 — 2007
Antares Capital April 2015 - Present
GE Capital July 2013 - March 2015
GE August 2014 - December 2014
American University August 2012 - May 2013
UBS Investment Bank June 2012 - August 2012
Millennium Capital Holdings May 2011 - August 2011
Ameriprise Financial Services, Inc. August 2009 - May 2010
Skills
Financial Economics, Microsoft Office, Corporate Finance, Business Management, Economics, Investments, Equities, Contract Negotiation, Microsoft Excel, PowerPoint, Financial Analysis, Trading, Leadership, Derivatives, Financial Modeling
Education
American University 2009 — 2013
BS, Finance and Economics, Cum Laude
London School of Economics and Political Science 2010 — 2010
BS, Economics
CarePoint, P.C. July 2014 - Present
Al Wooten Jr. Heritage Center July 2014 - September 2014
Merrill Lynch January 2011 - June 2014
UBS Investment Bank May 2010 - August 2010
W. P. Carey School of Business May 2009 - May 2010
Merrill Lynch May 2009 - August 2009
Skills
Medical Terminology, Analysis, Leadership, EMR, Microsoft Excel, Portfolio Management, Data Analysis, Microsoft Office, Risk Management, Project Management, PowerPoint, Equities, Fixed Income, Asset Managment, Wealth Management, Finance, Microsoft Word, Asset Management, Valuation, Social Media, Event Planning, Medical Records
Education
University of Colorado Boulder 2015 — 2016
Pre Medical Post Baccalaureate Program
Arizona State University, W. P. Carey School of Business 2006 — 2010
Bachelor of Science, Finance with Additional Accounting Coursework
Deer Valley High School 2002 — 2006
High School Diploma, Graduated in the top 10 people of a class of 550
Squire Patton Boggs LLP July 2010 - Present
Holme Roberts & Owen LLP October 2008 - July 2010
UBS Investment Bank May 2002 - September 2002
UBS Investment Bank May 2001 - August 2001
Skills
Mergers & Acquisitions, Legal Writing, Social Media, Legal Research, Litigation, Start-ups
Education
University of Colorado School of Law 2004 — 2008
J.D.
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
Master of Business Administration (M.B.A.)
Amherst College 1999 — 2003
B.A., Economics, Spanish
Kent Denver School
Obvious Ventures July 2015 - Present
UBS Investment Bank July 2013 - July 2015
First Republic Bank May 2013 - June 2013
Alerus Financial April 2010 - April 2013
Skills
Management, Event Planning, Research, Social Media, Public Speaking, Time Management, Community Outreach, Project Management, Data Analysis, Analysis, Loans, CRM
Education
Arizona State University 2006 — 2009
Bachelor of Science (B.S.), Economics
Temple University 2005 — 2006
Biology, General
Walla Walla Clinic November 2012 - Present
Troon Golf 2004 - 2012
National Football League 2001 - 2004
UBS Investment Bank 1997 - 1999
NatWest Markets 1996 - 1997
KPMG Peat Marwick 1992 - 1996
Skills
Payroll, Financial Analysis, Financial Reporting, Strategic Planning, Budgets, Microsoft Office, Accounting, Forecasting, Financial Accounting, Variance Analysis, General Ledger, Internal Controls, Strategic Financial..., Customer Service, Team Building, Finance, Managerial Finance, Accounts Payable, Revenue Recognition, Accounts Receivable, Cost Accounting, Financial Statements, Account Reconciliation, Financial Planning
Education
Arizona State University, W. P. Carey School of Business 1999 — 2001
MBA
Bentley University 1989 — 1992
BS, Accounting
Weston High School 1984 — 1987
MobileIron February 2015 - Present
Symantec October 2013 - February 2015
Symantec July 2012 - July 2013
Morgan Stanley February 2011 - July 2012
UBS Investment Bank June 2010 - August 2010
Webchutney December 2007 - June 2009
Skills
Hibernate, MySQL, Java, JavaScript, Web Services, jQuery, Java Enterprise Edition, AJAX, Spring, GWT, Software Development, Web Applications, Ivy, Sybase, Apache Ivy, Agile Methodologies, Apache, Unix Shell Scripting, Open Source, Eclipse, REST, Shell Scripting, PHP
Education
Stony Brook University 2009 — 2010
Masters, Computer Science
Vishwakarma Institute of Technology 2004 — 2007
BE, Computer Science
Amravati University 2001 — 2003
Moelis & Company May 2014 - Present
Gardening Leave February 2014 - April 2014
Goldman Sachs July 2011 - February 2014
UBS Investment Bank August 2005 - July 2011
PwC 2001 - 2003
Skills
Investment Banking, Hedge Funds, Private Equity, Equities, Fixed Income, Capital Markets, Derivatives, Valuation, Financial Modeling, Corporate Finance, Alternative Investments, Structured Products
Education
Australian Graduate School of Management
UBS Investment Bank February 2015 - Present
West Nashville Law Group September 2014 - February 2015
Piedmont Land Conservancy November 2013 - May 2014
Piedmont Land Conservancy August 2013 - November 2013
Toshiba Global Commerce Solutions May 2013 - August 2013
Karen McKeithen Schaede Attorney at Law January 2013 - April 2013
Southeastern Panhellenic Association March 2009 - March 2010
Panhellenic Council of Appalachian State University January 2009 - December 2009
Skills
Legal Writing, Legal Research, Public Relations, Public Speaking, Editing, Research, Management, Policy, Nonprofits, Corporate Law, Team Leadership
Education
Elon School of Law 2011 — 2014
Juris Doctor (J.D.)
Appalachian State University 2006 — 2010
with honors: Political Science and English, Professional Writing, 3.59
UBS Investment Bank June 2012 - August 2012
Aga Khan Foundation (University of Central Asia) 2010 - 2011
MGN Capital 2009 - 2010
Deloitte 2008 - 2009
Renaissance Capital 2007 - 2007
Skills
Business, Foreign Languages, Social Networking, Financial Modeling, Economics, Capital Markets, Valuation, Portfolio Management, Emerging Markets, Corporate Finance, Financial Analysis, Due Diligence, Strategy, Management Consulting, Data Analysis, Business Strategy, Leadership, Analysis
Education
Yale School of Management 2011 — 2013
Georgetown University 2007 — 2007
Institute on Business and Government Affairs
American University in Bulgaria 2003 — 2007
Bachelor of Arts (BA), Business Administration and Economics
Southern Baptist Theological Seminary August 2014 - Present
UBS Investment Bank March 2011 - Present
Morgan Stanley April 2010 - February 2011
Duncan-Williams, Inc. June 2009 - September 2009
Merrill Lynch 2008 - 2008
Skills
Commodity, Fixed Income
Education
Auburn University 2004 — 2009
Finance
Red Ventures December 2014 - Present
Alexander Proudfoot July 2013 - December 2014
UBS January 2013 - July 2013
UBS Investment Bank June 2010 - January 2013
Babson College Writing Center September 2008 - August 2010
Skills
Agile Project Management, Data Analysis, Financial Modeling, Internal Controls, Process Control, Lean Process Improvement, Mergers & Acquisitions, Equities, Corporate Finance, Entrepreneurship, Management, Financial Analysis, Valuation, Financial Risk, Microsoft Excel
Education
Babson College 2006 — 2010
Bachelor of Science (B.S.), Finance, Entrepreneurship
Govind Parikh Securities Pvt. Ltd. August 2012 - Present
Carnegie Mellon University August 2010 - August 2012
UBS Investment Bank June 2011 - August 2011
Govind Parikh Securities Private Limited December 2009 - July 2010
Tube Investments of India Limited August 2008 - December 2009
Edelweiss Capital July 2006 - May 2008
Skills
Financial Markets, Corporate Finance, Research, Financial Modeling, Equities, Valuation, Industry Analysis, Portfolio Management, Equity Research, Investment Banking, Banking, Capital Markets, Financial Analysis, Quantitative Analysis, Bloomberg, Business Strategy, Statistics, Business Analysis, Excel, Derivatives, Management Consulting, Economics, Data Analysis, Mergers, Analysis, Negotiation, Investments, Market Research, Microsoft Office, Problem Solving
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2012
MBA, Finance and Economics
Anna University 2002 — 2006
Bachelor of Engineering, Electronics and Communications
UBS Investment Bank January 1999 - Present
KPMG US January 1998 - January 1999
Barnett Banks, Inc January 1995 - January 1998
BTI Services, Inc January 1994 - January 1995
President Riverboat Casino January 1993 - January 1994
Skills
CPA, Series 7, Series 63, Finance, Investment Banking, Equities, Hedge Funds, Business Planning, Derivatives, Management, Financial Analysis, Capital Markets, Investments, Fixed Income, Financial Services, Valuation, Corporate Finance, Analysis, Financial Modeling, Training
Education
Augustana College 1990 — 1993
Bachelor of Arts (B.A.), Accounting and Finance
University of Illinois at Urbana-Champaign 1988 — 1990
TA Associates July 2011 - Present
Plusgrade July 2015 - Present
Insurity October 2014 - Present
Towne Park December 2013 - Present
Roadnet Technologies Inc. December 2010 - June 2011
Edmentum May 2010 - June 2011
Thoma Bravo, LLC September 2008 - June 2011
Highland Capital Partners May 2007 - August 2007
Summit Partners August 2003 - July 2006
UBS Investment Bank July 2000 - June 2003
Skills
Private Equity, Investments, Growth Capital, Buyouts, Financial Modeling, Corporate Development, Venture Capital, LBO, Corporate Finance, Investment Banking, M&A experience, Due Diligence, Valuation, Strategy, Mergers & Acquisitions
Education
Harvard Business School 2006 — 2008
MBA
Babson College 1996 — 2000
BS, Finance
Chelmsford High School
Cognizant Technology Solutions October 2014 - Present
UBS Investment Bank October 2014 - Present
State Street August 2010 - May 2013
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2014
Master of Business Administration (MBA)
Providence College 2006 — 2010
Great Hill Partners August 2015 - Present
Apple June 2014 - August 2014
Great Hill Partners August 2010 - July 2013
UBS Investment Bank July 2007 - June 2010
UBS Investment Bank June 2006 - August 2006
Skills
Private Equity, Financial Reporting, Investments, Financial Modeling, Due Diligence, LBO, Valuation, Investment Banking, Strategic Planning, Business Development, Venture Capital, M&A experience, Corporate Finance, Mergers & Acquisitions
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.)
Babson College 2004 — 2007
Bachelor of Science (B.S.)
New Paltz Central High School 2000 — 2004
Thor Equities September 2015 - Present
UBS Wealth Management August 2012 - April 2015
UBS Investment Bank January 2012 - August 2012
Education
American University - Kogod School of Business 2007 — 2011
BSBA, Finance
Embassy of Panama September 2015 - Present
UBS Investment Bank August 2014 - August 2015
Consulate of Panama June 2013 - July 2013
Patricia Lynch Associates Inc. July 2012 - August 2012
AFRA June 2011 - August 2011
Skills
International Relations, Bilingual-English/Spanis..., Team-oriented, Cultural Diversity, International Business, Organization Skills, Foreign Languages, Microsoft Excel, Spanish, English, Editing, Microsoft Word, Teamwork, Leadership
Education
St. Mary’s University, Twickenham 2014 — 2015
Post Graduate Certificate in International Business
American University 2011 — 2014
Bachelor's degree, International Relations and Affairs with a concentration and minor in International Business
Universidad Pontificia Comillas 2013 — 2013
International Business, Semester Abroad
International School of Panama 1997 — 2011
FBR May 2015 - Present
StormHarbour Securities September 2013 - May 2015
Technical Consumer Products March 2013 - September 2013
Piper Jaffray June 2010 - January 2013
UBS Investment Bank November 2006 - June 2010
Intel Corporation February 1999 - November 2006
Skills
Solar Energy, Wind, Biofuels, Storage, Financial Modeling, Valuation, Investment Banking, Cleantech, Corporate Development, Corporate Finance, Equities, Mergers, Venture Capital, Due Diligence, Project Finance, Capital Markets, Emerging Markets, Private Equity, Renewable Energy, Financial Analysis, Mergers & Acquisitions, Strategy, IPO, Business Strategy, Bloomberg, Finance, Equity Research, Management, Competitive Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2005
MBA, Entrepreneurship
Arizona State University 1997 — 1998
Bachelor of Science
PEAK6 Investments March 2015 - Present
UBS Investment Bank February 2009 - March 2015
UBS Investment Bank March 2008 - February 2009
Bank of America March 2005 - March 2008
NORC August 2003 - February 2005
Skills
Distributed Systems, Trading Systems, Electronic Trading, Equity Trading, Derivatives, Investment Banking, Fixed Income, Options, Capital Markets, Market Data, Equities, Financial Markets, Trading, Hedge Funds, Back Office, Commodity, Equity Derivatives, Proprietary Trading, Quantitative Analytics, Management, Credit Derivatives
Education
DePaul University 2001 — 2003
MS, SE - Distributed Systems
University of Rochester - William E. Simon Graduate School of Business Administration 1998 — 1999
MBA, Finance, Competitive Strategy
American University of Beirut 1992 — 1995
BA, Public Admin / Political Science
International School 1990 — 1991
Lebanese Bacc II, Mathematics
Universal American School - Kuwait 1977 — 1990
High School
Aetna c/o Rose International November 2014 - Present
California Mental Health Services Oversight and Accountabilty Commission May 2013 - November 2014
UBS July 2012 - November 2012
UBS August 2010 - October 2012
UBS September 2009 - August 2010
UBS Investment Bank May 2007 - January 2010
UBS Investment Bank March 2004 - May 2007
Milliman USA March 2002 - March 2004
Skills
PeopleSoft, Vendor Management, Lotus Notes, Kenexa BrassRing, Business Objects, Project Coordination, Project Delivery, BrassRing, Talent Management, Recruiting, Human Resources, Talent Acquisition, Technical Recruiting, Applicant Tracking..., Onboarding, Policy, Program Management, Analysis, Project Management, Employee Engagement, Management
Education
Ball State University 1997 — 2001
BS
Ball State University 1997 — 2001
Bachelor of Science (B.S.)
UBS Investment Bank February 2015 - Present
UBS Investment Bank October 2010 - Present
UBS Investment Bank October 2010 - March 2012
Lazard Freres & Co. November 2009 - August 2010
Lehman Brothers (Acquired by Barclays Capital) September 2005 - January 2009
Citigroup Inc. June 2004 - September 2005
Valley Ventures February 2004 - May 2004
Motorola, Inc. June 2003 - September 2003
Camelback Research Alliance, Inc. September 2002 - May 2003
Skills
Corporate Finance, Financial Modeling, Investment Banking, Mergers, Private Equity, Mergers, Valuation, Due Diligence, Equities, Investments, Finance, Corporate Development, Strategy, Analysis, Financial Analysis, LBO, Venture Capital, Capital Markets
Education
Arizona State University 2000 — 2004
BS
University of Delhi, Kirori Mal College, India 1994 — 1998
BS
GE Capital 2014 - Present
M&T Bank 2013 - 2014
UBS Investment Bank 2004 - 2012
Arthur Andersen 1998 - 2002
Skills
Corporate Finance, Valuation, Investment Banking, Mergers & Acquisitions, Due Diligence, Leveraged Finance, Financial Modeling, Credit, Private Equity, Financial Structuring, Capital Markets, Portfolio Management, Securitization, Treasury, M&A experience, Syndications, Financial Sponsors, LBO, Fixed Income, Credit Risk, Bloomberg, Debt Restructuring, Credit Analysis, Bonds, Recapitalizations, Loan Origination, Underwriting, Healthcare, Cash Flow Lending, Credit Negotiations, Asset Based Lending, High Yield Bonds, Bridge Financing, Financial Risk..., Financial Statement..., CPA (inactive MD..., CRO, energy, Oilfield, Leveraged Lending, Project Management, Financial Audits, Subordinated Debt, Middle Market, Capital Raising, Budget Process, Compliance
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2004
Master of Business Administration (MBA), Finance, 3.9
American University - Kogod School of Business 1996 — 1998
Bachelor's of Science, Accounting, 3.9
The Raine Group LLC 2009 - Present
UBS Securities LLC 2001 - 2009
UBS Investment Bank 2001 - 2009
Morgan Stanley 1986 - 2001
Education
American University
B S, International Studies
University of Southern California Law School
Juris Doctor
Kimberly-Clark July 2015 - Present
ITW July 2013 - July 2015
ITW February 2011 - July 2013
ITW June 2009 - February 2011
UBS Investment Bank June 2008 - August 2008
Morgan Stanley July 2007 - July 2008
Skills
Portfolio Management, Materials Management, Supply Chain Management, Production Activity..., Asset Management, Business Analysis, Regression Models, Kaizen, Production Schedules, Product Launch, Pull System, Logistics Management, International Logistics, Project Management, Lean Manufacturing, Six Sigma, Lean Management, Lean Operations, MRP, Leadership Development, CPIM, Training, Continuous Improvement, Manufacturing, Team Building, Product Development, Process Improvement, Leadership, 5S, Management, Automotive, Operations Management
Education
Arizona State University, W. P. Carey School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Wisconsin-Madison 2005 — 2008
Bachelor of Arts (B.A.), Economics
Orrery 2013 - Present
UBS Investment Bank 2011 - 2011
UBS Investment Bank June 2010 - August 2010
Skills
Excel/Excel VBA, Derivatives, Financial Modeling, Equities, Valuation, Investment Banking, Strategy, Due Diligence, Capital Markets, Private Placements, Private Equity, Hedge Funds, Fixed Income, Bloomberg, Emerging Markets, Venture Capital, Trading
Education
Arizona State University 2008 — 2011
Monta Vista 2004 — 2008
AIG April 2013 - Present
UBS January 2011 - November 2012
UBS November 2009 - February 2011
UBS Investment Bank January 2005 - December 2009
UBS Investment Bank January 2001 - December 2004
UBS Investment Bank April 1999 - December 2000
Swiss Bank Corporation February 1998 - April 1999
First Health Group Corp, Downers Grove, IL September 1997 - February 1998
Skycell Communications Ltd, Chennai, India February 1997 - August 1997
L.G.Balakrishnan & Bros Ltd January 1994 - December 1996
Skills
Investment Banking, Equities, Capital Markets, Derivatives, Fixed Income, Enterprise IT Strategy, Program Management, Financial Markets, Market Data, Vendor Management, Software Development, Data Warehousing, Trading Systems, Credit Derivatives, Sybase, Financial Services, Analysis, Enterprise Architecture, Outsourcing, Oracle
Education
Bangalore University 1987 — 1991
BE, Computer Science
Harvard Business School November 2013 - Present
Stage Harbor Group, LLC February 2010 - Present
Golsie January 2013 - October 2014
UBS Investment Bank January 2011 - April 2012
General Motors Asset Management January 2009 - January 2011
MKP Capital Management, L.L.C. August 2006 - November 2008
MKP Capital Management, L.L.C. April 2005 - August 2006
Unilever August 2004 - April 2005
Unilever June 2003 - August 2003
Skills
Strategic Consulting, Valuation, Entrepreneurship, Search Funds, Team Building, Portfolio Management, Investments, New Venture Development, Derivatives, Fixed Income, Investment Banking, Hedge Funds, Risk Management, Enterprise Risk..., Consumer Financing, Big Data, Financial Risk, Due Diligence, Credit, Analytics, Structured Finance, Data Science, Statistical Data..., Digital Marketing, Digital Strategy, Social Media, Social Media Strategist, Venture Capital, Private Equity, Corporate Venture..., Start-ups, Mergers & Acquisitions, Finance, Market Research, Financial Modeling, Management, Analysis, Leadership, Management Consulting, Business Strategy, Strategy, Family Office
Education
IE Business School 2012 — 2013
Master of Business Administration (MBA)
Babson College 2000 — 2004
Bachelor of Science (BS)
UBS September 2013 - Present
UBS Investment Bank June 2010 - September 2013
GE Real Estate September 2007 - June 2010
GE Real Estate September 2005 - September 2007
GE Corporate Audit Staff September 2003 - September 2005
GE Healthcare 2001 - 2003
Skills
Financial Services, Fixed Income, Investment Banking, Restructuring, Change Management, Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2008 — 2010
Master of Business Administration (MBA)
Babson College 1997 — 2001
Citi July 2014 - Present
Deutsche Bank April 2010 - July 2014
UBS Investment Bank April 2000 - March 2010
Prudential Securities August 1997 - April 2000
Skills
Mergers & Acquisitions, Management, Investment Banking, Capital Markets, Private Equity, Valuation, Equities, Hedge Funds, Financial Modeling, Fixed Income, Corporate Finance, LBO, Derivatives, Due Diligence, Financial Structuring
Education
Amherst College 1993 — 1997
Bachelor of Arts (B.A.), Economics
Triple Point Technology 2007 - Present
Valero Energy Corporation September 2012 - November 2014
Cargill April 2010 - January 2011
UBS Investment Bank 2006 - 2007
Oracle 2003 - 2006
Polaris Software Labs Ltd. 1999 - 2003
Skills
Production Support, SAP Functional, Trading Systems, Market Data, Oracle, Data Migration, Requirements Gathering, Release Management, Business Analysis, Agile Methodologies, Requirements Analysis, SDLC, SQL, Software Project..., Commodity
Education
Andhra University 1992 — 1996
Bachelor of Engineering (B.E.), Bachelor of Engineering
GE Capital October 2012 - Present
UBS Investment Bank April 2009 - October 2012
UBS Investment Bank March 2007 - April 2009
Clayton Holdings January 2005 - March 2007
Clayton Holdings April 2002 - January 2005
American Home Mortgage 1998 - September 2000
Skills
Fixed Income, Due Diligence, Asset Management, Risk Management, Process Improvement, Change Management, Project Management, Business Process..., Bloomberg, Operational Risk, Investment Banking, Internal Controls
Education
Babson College 1998 — 2001
Barclays Capital 2010 - Present
UBS Investment Bank 2002 - 2009
Salomon Smith Barney 2000 - 2002
ING Bank 1995 - 1999
Citibank 1985 - 1994
Skills
Due Diligence, Derivatives, Fixed Income, Capital Markets, Credit Derivatives, Investment Banking, Equities, Hedge Funds, Credit Analysis, Structured Finance, Credit, Credit Risk, Financial Markets, Bloomberg, Structured Products
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance and International Business
Ateneo de Manila University 1981 — 1985
BS, Management Engineering
Philippine Science High School 1978 — 1981
Bank of America Merrill Lynch September 2014 - Present
Merrill Lynch / Bank of America June 2010 - September 2014
Fidelity Investments February 2010 - May 2010
UBS Wealth Management December 2007 - June 2009
UBS Investment Bank October 2007 - December 2007
First Investors Corporation January 2007 - May 2007
Skills
Access, Microsoft Word, PowerPoint, Microsoft Excel, Essbase, Hyperion Financial..., Finance, Management, Analysis
Education
Baruch College, City University of New York (CUNY) 2004 — 2006
B.B.A., Economics
Nassau Community College 2002 — 2004
A.A.S., Business Administration
Martin Van Buren High School 1998 — 2002
Apeejay School 1986 — 1998
Scotiabank September 2009 - Present
Credit Suisse May 2007 - February 2009
UBS Investment Bank May 2002 - May 2007
Credit Suisse First Boston October 2000 - April 2002
Donaldson, Lufkin & Jenrette July 2000 - October 2000
Merrill Lynch May 1996 - July 2000
Education
Babson College 1993 — 1996
BS, Finance
Boston University 1991 — 1993
Biology
Milton Academy 1988 — 1991
HS
Barclays February 2013 - Present
Barclays Capital June 2010 - February 2013
UBS Investment Bank April 2007 - June 2010
GXS November 2003 - March 2007
IBM Global Services 2002 - 2003
Frontier Information Technologies Ltd 2000 - 2002
Western India Shipyard Ltd 1997 - 2000
Skills
Fixed Income, Investment Banking, Testing, Credit Derivatives, Quality Assurance, Manual Testing, SDLC, Agile Methodologies, Interest Rate..., Test Automation, QTP
Education
Indian Institute of Technology, Madras 1995 — 1997
Master of Technology (M.Tech.), Industrial Management
Andhra University 1991 — 1995
Bachelor of Engineering (B.E.), Engineering, First class with distinction
State of New Jersey August 2010 - Present
the IFA Group March 2010 - August 2010
Carnegie Mortgage, LLC October 2009 - January 2010
R.L. Business Services January 2009 - April 2009
UBS Investment Bank September 2007 - August 2008
Education
American International College 2007 — 2008
MBA, International Business Practice
Northeastern University 2001 — 2006
DHHS New Hampshire January 2015 - Present
Ness Technologies November 2012 - Present
iGATE April 2012 - November 2012
GE Healthcare April 2012 - November 2012
UBS Investment Bank May 2007 - April 2012
Wipro Technologies February 2007 - April 2012
Wipro August 2005 - February 2007
Wipro February 2004 - August 2005
Skills
Ilog, Java Enterprise Edition, OSGi, Web Services, Agile Methodologies, Unix, XML, Java, PL/SQL, Oracle, SOA, Spring, Hibernate, Core Java, Struts, SQL, Requirements Analysis, JSP, Servlets, Software Development, JUnit, Mercurial, Scrum, Object Oriented Design, RUP, UML, J2EE Application..., Design Patterns, Maven, Ant, EJB, Weblogic, JDBC, Websphere, Tomcat, Eclipse, Subversion, Databases, SDLC, WebLogic, ILOG, Spring Framework, RESTful WebServices, Enterprise Architecture, Business Analysis, JavaScript, Software Project...
Education
Andhra University 1999 — 2003
BTech., Computer Science and Engineering
Hedge Fund November 2013 - Present
Morgan Stanley January 2013 - June 2013
UBS Investment Bank May 2011 - July 2012
W Trading March 2009 - May 2011
EMC 2005 - 2007
Skills
C++, Quantitative Finance, VBA, SQL, C#, Derivatives, Fixed Income, Risk Analysis, Options, Equities, Statistics, Trading, Bloomberg
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2008
MS, Financial Engineering
Manipal Academy of Higher Education 2001 — 2005
Bachelor of Education (BEd)
Apeejay School 1991 — 2001
GARP
FRM
Independent Consultant September 2011 - Present
International Monetary Fund August 2004 - April 2007
Quality Product Marketing, Inc September 2001 - September 2002
UBS Investment Bank September 2000 - September 2001
Bluestone Capital Partners February 1999 - May 2000
Skills
Event Planning, Event Management, Social Media Marketing, Social Media, Corporate Events, Marketing Communications, Public Relations, Media Relations, Publicity, Copywriting, Customer Service, Blogging, Trade Shows, Social Networking, Sponsorship, Marketing, Online Marketing, Press Releases, Email Marketing, Facebook, Entertainment, Online Advertising, Brand Development, Corporate Communications, Integrated Marketing, Newsletters
Education
American University
Bachelor of Arts (BA)
Avon 2012 - Present
AlliedBarton Security Services 2012 - 2012
AlliedBarton Security Services 2010 - 2012
InfraGard Connecticut 2007 - 2009
UBS Investment Bank 2006 - 2009
UBS Investment Bank 2006 - 2006
City of Stamford 1996 - 2006
Skills
Security Management, Crisis Management, Security, Physical Security, Emergency Management, Business Continuity, Risk Assessment, Security Operations, Corporate Security, Executive Protection, Investigation, Police, Security Awareness, Enforcement, Policy, Access Control, Information Security, Counterterrorism, CCTV, Vulnerability Assessment, Business Continuity..., Protection, Background Checks, Law Enforcement, Security Audits, Workplace Violence, Program Management, Criminal Justice, Security Training, Training, Leadership, Surveillance, Loss Prevention, Fraud, Strategic Planning, Pandemic Planning, Employee Training, Customer Service, Public Safety, Crisis Communications, Strategy, Enterprise Risk...
Education
Arizona State University
Institute for Corporate and Public Safety
Certificates
The University of Connecticut
BA Hons
UBS Investment Bank March 2008 - Present
UBS Investment Bank March 2006 - March 2008
glaceau July 2004 - March 2006
Education
Babson College 2001 — 2004
BS, Entrepreneurial Studies
Rye Development August 2014 - Present
Free Flow Power Corporation January 2008 - Present
UBS Investment Bank 2002 - 2007
Skills
Renewable Energy, Financial Modeling, Project Finance, Water, Mergers, Program Management, Policy, Mergers & Acquisitions, Venture Capital, Strategy, Energy, Solar Energy, Alternative Energy, Cleantech, Corporate Development, Energy Policy, Wind, Due Diligence, Private Equity, Sustainable Energy
Education
Harvard University, John F. Kennedy School of Government 1995 — 1997
MPP, Public Policy
Amherst College 1990 — 1994
BA, Anthropology
Aetna November 2013 - Present
Aetna June 2009 - September 2013
UBS Investment Bank October 2005 - December 2008
MBNA 2004 - 2005
American Express 1996 - 2004
Skills
Management, Leadership, Program Management, Business Analysis, Analytics, Process Improvement, Strategy, Strategic Planning, Vendor Management, Business Strategy
Education
Stanford University 1998 — 1998
Supply Chain Management
Arizona State University 1994 — 1996
MBA
Arizona State University 1994 — 1996
MS-DIS
Delhi University
B.Sc, Chemistry
Citi June 2013 - August 2013
Fashion & Retail January 2009 - June 2012
Morgan Stanley Capital International July 2008 - October 2008
UBS Investment Bank 2006 - 2007
Software 360 Ltd October 2005 - July 2006
Skills
Procurement, Outsourcing &..., Business Analysis, Change Management, Process Improvement, Project Management, Management Consulting, Program Management, Valuation, Data Analysis, Financial Modeling, Operations Management, Corporate Finance, Stakeholder Management, Risk Management, Strategy, Project Planning, Business Strategy, Cross-functional Team..., Business Process..., Analysis
Education
Washington University in St. Louis - Olin Business School 2012 — 2014
Master of Business Administration (MBA)
Aston University 2004 — 2006
MSc, Business & Information Technology
London Metropolitan University 1998 — 2002
BSc, Computing & Information Systems
UBS Investment Bank January 2015 - Present
University of Connecticut January 2014 - December 2014
Credit Suisse August 2012 - January 2014
Irevna CRISIL, a S&P Company June 2006 - January 2014
Citi 2011 - 2012
GISbiz, Inc. November 2005 - May 2006
Datamation India 2003 - October 2005
Skills
Project Management, Investment Banking, Vendor Management, Equity Research, Financial Modeling, Business Analysis, Risk Management, Banking, Capital Markets, Analytics, Derivatives, Equities, Management, Corporate Finance, MIS, Financial Analysis, Team Management, Credit Risk, Finance, Business Strategy, Financial Services, Requirements Gathering, Agile Methodologies, Databases, SQL, Analysis, Relationship Management, SDLC, Fixed Income, VBA, Bloomberg, Requirements Analysis, Financial Markets, Statistical Data..., Communication
Education
University of Connecticut 2014 — 2014
Master's Degree, Business Analytics and Project Management
Aston University 2010 — 2011
MBA, Business Administration-Finance
Indira Gandhi National Open University
MCA, Computer Applications
Merrill Lynch June 2013 - Present
Direct Access Partners August 2010 - June 2013
Cantor Fitzgerald June 2008 - August 2010
UBS Investment Bank November 2005 - May 2008
Goldman Sachs 2002 - November 2005
Infosys Technologies Ltd August 2001 - November 2005
Skills
Equity Derivatives, Equities, Derivatives, Risk Management, Order Management, Trading Systems, Electronic Trading, Capital Markets, Trading, Hedge Funds, Investment Banking, Fixed Income, Java, Business Analysis, Agile Methodologies, Options, Software Development, SOA, Bloomberg, Sybase, Software Project..., Big Data, Cassandra, Apache Storm, Apache ZooKeeper, Apache Kafka
Education
College of Engineering, Trivandrum 1997 — 2001
B-Tech, Electrical & Electronics Engineering
Apeejay School 1983 — 1997
Rise Cupcakes April 2011 - Present
Waldman Bros. June 2009 - April 2011
UBS Investment Bank August 2008 - May 2009
Martin Fletcher October 2007 - August 2008
Skills
Microsoft Excel, Marketing, Microsoft Word, Social Media, Microsoft Office, Public Speaking, Sales, Team Building, Customer Service, PowerPoint, Strategic Planning, Account Management
Education
Austin College 2003 — 2007
International Relations, Political Science
Université Stendhal (Grenoble III)
French
Bank of America Merrill Lynch May 2010 - Present
UBS Wealth Management July 2008 - April 2010
UBS Securities 2000 - 2008
UBS Investment Bank 1998 - 2008
Moody's Investors Service 1991 - 1998
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA, Finance
Amherst College 1971 — 1975
BA
UBS Investment Bank September 2011 - Present
Education
Arizona State University - W. P. Carey School of Business 2007 — 2011
Bachelor's Degree, Finance
Neuberger Berman July 2007 - Present
Lehman Brothers 2007 - Present
Compass Advisers 2006 - 2007
UBS Investment Bank 1996 - 2000
Skills
Travel Arrangements, Administrative..., Office Management, Executive Support, Expense Management, Calendaring, Calendars, Concur, Confidentiality, Customer Service, Diary Management, Spreadsheets, Expense Reports, Microsoft Excel, Microsoft Word, PowerPoint, Research, Outlook, Executive...
Education
Ashford University
Bachelor of Arts (B.A.), Psychology
UBS Investment Bank May 2010 - October 2010
UBS Investment Bank 2008 - 2009
Education
American International College 2008 — 2009
MBA, International Business Practise
Nottingham University Business School 2004 — 2007
Finance, Accounting and Management
Moelis & Company July 2007 - Present
UBS Investment Bank June 2001 - June 2007
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance
Arizona State University 1983 — 1987
BA, Economics
Sapient Global Markets January 2011 - Present
JP Morgan December 2009 - January 2011
Polaris Software Lab October 2005 - January 2011
UBS Investment Bank December 2007 - December 2009
Citi Group March 2007 - December 2007
Citibank October 2005 - February 2007
Skills
Quick Test Professional..., HP Quality Center 9.2, JIRA, Sybase, SQL, FIX, Equity Trading
Education
Anna University 2001 — 2005
Bachelor of Engineering, Computer Science and Engineering
MassMutual Financial Group February 2014 - Present
Royal Bank of Scotland June 2012 - January 2014
WellPoint January 2012 - May 2012
Deutsche Bank May 2010 - November 2011
UBS Investment Bank April 2006 - June 2010
Perot Systems December 1999 - September 2006
HCL Perot Systems December 1999 - April 2004
Bank for International Settlements, Basel, Switzerland 2002 - 2003
Cybermate Infotek Ltd, Hyderabad, India June 1997 - November 1999
Skills
Sybase, Data Migration, Data Modeling, Business Objects, SDLC, Unix Shell Scripting, PL/SQL, Unix, Replication, ETL, Ksh, VBScript, Software Project..., Perl, XML, Trading Systems, JIRA, Business Analysis, Scrum, Performance Tuning, SQL Tuning
Education
Bangalore University
Bachelor of Engineering, Mechanical
Advent Software December 2014 - Present
10 Stock Ideas November 2012 - Present
UBS Investment Bank April 2012 - December 2013
Rockit Solutions LLC May 2011 - April 2012
UBS Investment Bank April 2010 - May 2011
UBS Investment Bank February 2006 - April 2010
Skills
SQL, Visual Basic, Bloomberg Terminal, Visio, Business Requirements, Access, Process Improvement, Settlements, Business Objects, Business Analysis, Performance Analysis, Equity Valuation, Enterprise Valuation, Financial Analysis, Omgeo Alert, VAR, Discounted Cash Flow..., Comparable Analysis, Financial Modeling, DCF, Leveraged Buyouts, Investment Banking, Fixed Income, Portfolio Management, Trading, Equity Derivatives, Valuation, Credit Derivatives, Equities, Settlement, Finance, LBO, Capital Markets, Derivatives
Education
Investment Banking Institute 2012 — 2012
Investment Banking
CFA Institute 2009 — 2012
CFA Charter
University of Massachusetts Dartmouth 2001 — 2003
Master's, Business
American University of Beirut 1998 — 2001
BA, Business Administration
UBS Investment Bank December 2014 - Present
Dell April 2010 - October 2014
Infosys Technologies Ltd July 2006 - March 2010
Skills
Unix, Red Hat Linux, Unix Shell Scripting, Sybase, Oracle, SDLC, Problem Management, Autosys, Perl Script, Python, IBM MQ, Tibco EMS, C++, C, Datastage
Education
Anna University 2002 — 2006
B.E, Electronics and Communication
Don Bosco Hr. Sec. School, India
SolarWinds October 2013 - Present
SolarWinds October 2012 - September 2013
SolarWinds January 2012 - September 2012
SolarWinds July 2011 - December 2011
SolarWinds April 2009 - June 2011
J.P. Morgan 2006 - 2008
UBS Investment Bank 2004 - 2006
Piper Jaffray 2003 - 2004
Credit Suisse First Boston 1999 - 2003
G2R 1997 - 1999
Skills
Enterprise Software, Investment Banking, Business Development, Mergers & Acquisitions, Corporate Development, SaaS, Venture Capital
Education
Amherst College 1990 — 1994
A.B., Mathematics
Enovation Controls, LLC May 2014 - Present
AZZ Incorporated May 2013 - May 2014
Houlihan Lokey October 2006 - May 2013
Cooper Industries Ltd. July 2004 - October 2006
UBS Investment Bank June 2000 - July 2004
Prudential Securities June 1999 - June 2000
Skills
Mergers, Valuation, Acquisitions, Corporate Development, Corporate Finance, Divestitures, Financial Modeling, Due Diligence, Investment Banking, LBO, M, Mergers, Private Equity, Start-ups, Strategy, Venture Capital, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA
Auburn University 1988 — 1992
BS, Chemical Engineering
Woodberry Forrest 1985 — 1988
UBS Investment Bank April 2011 - Present
JP Morgan October 2010 - February 2012
UBS Investment Bank June 2007 - December 2010
Skills
Equities, Prime Brokerage, Exchange Traded..., Relationship Management, Series 7, Series 63, Fixed Income, Hedge Funds, Derivatives, Capital Markets, Commodity, Trading Strategies, Equity Derivatives, FX Options, Securities, Swaps, Financial Markets, Foreign Exchange, Options, Financial Services, Trading, Structured Products, Valuation, Middle Office, Electronic Trading, Mutual Funds, Settlement, FINRA, Back Office, Securities Lending
Education
Auburn University 2003 — 2007
Finance
Cutwater Asset Management December 2012 - Present
GlobeOp Financial Services August 2005 - August 2011
UBS Investment Bank 2000 - 2005
Skills
Hedge Funds, Finance, Alternative Investments, Equities, Fixed Income, Fund Accounting, Private Equity, Options, Portfolio Management, Fund Of Funds, Account Reconciliation, MS Office 2010, Advent Geneva/Partners, MS Access
Education
Ashford University 2012 — 2013
Master of Business Administration (MBA), Health/Health Care Administration/Management, A
Iona College 1993 — 1996
BBA, Accounting
Westchester Community College 1989 — 1993
AS, Accounting
CME Group March 2013 - Present
UBS Investment Bank February 2005 - January 2013
UBS Investment Bank 2005 - 2010
Citigroup Global Markets 2003 - 2005
Peregrine Financial Group 2000 - 2003
Skills
Equities, Prime Brokerage, Options, Derivatives, Series 7, Series 63, Series 3, Dodd-Frank Regulation, Relationship Management, Sales, Derivative Operations, Management, Technology Solutions, Negotiation, OTC Clearing, Exchange Traded..., Superior Client Service, FINRA, Client Services, Electronic Trading, Back Office, Financial Markets, Collateral Management, Trading Systems, Trading, Interest Rate..., Risk Management, Hedge Funds, Commodity, Securities Lending, Credit Derivatives, Middle Office, Swaps, Equity Derivatives, FX Options, Securities, Fixed Income
Education
Augustana College 1996 — 2000
Bachelor of Business Administration (BBA), Finance & Management
Barclays Capital April 2015 - Present
Park Avenue Securities May 2014 - October 2014
Retail March 2013 - May 2014
Summit Financial Resources, Inc. 2012 - 2012
Northwestern Mutual 2011 - 2011
Morgan Stanley 2008 - 2009
UBS Investment Bank 2007 - 2008
Jefferies LLC March 2006 - October 2007
ABN AMRO Bank N.V. 2005 - 2006
TD Securities USA Inc 2004 - 2005
Skills
Trade Support, Equity Trading, Derivatives, Portfolio Administration, P&L Management, Collateral Management, Middle Office Operations, Client Liaison, Clearance, Capital Markets, Fixed Income Trading, Prime Brokerage, Operational Risk..., Account Reconciliation, Financial Accounting, Mutual Funds, Customer Service, Sales, Securities
Education
Arizona State University
Bachelor of Science, Finance
Houlihan Lokey June 2013 - Present
PwC June 2012 - August 2012
JDB Capital Investment Bank March 2012 - May 2012
UBS Investment Bank June 2011 - August 2011
Dalton Strategic Partnership June 2010 - August 2010
LGT Capital Management June 2009 - August 2009
AXA insurance Group Asset Management June 2007 - July 2007
Skills
Bloomberg, Hedge Funds, Asset Managment, Microsoft Excel, Matlab, Valuation, Financial Analysis, Financial Services, Financial Modeling, Corporate Finance, VBA, Financial Advisory, Due Diligence, Capital IQ, Private Equity, Asset Management, Equity Research, Fixed Income, DCF
Education
Arizona State University, W. P. Carey School of Business 2008 — 2013
Bachelor of Science, Finance & Mathematics(Statistics)
UBS Investment Bank March 2014 - Present
Deutsche Bank June 2010 - March 2014
Morgan Stanley July 2007 - March 2010
Education
Amherst College 2003 — 2007
UBS Investment Bank March 2015 - Present
Cognizant Technology Solutions March 2013 - March 2015
AXA Advisors 2012 - 2013
NYSE Euronext June 2011 - November 2012
Skills
Series 7, Series 63, Bloomberg Terminal, Equities, Bloomberg
Education
Babson College 2008 — 2012
Ordusion Technologies Inc 2006 - Present
The Men's Wearhouse, Inc 2009 - 2011
UBS Investment Bank 2007 - 2009
Skills
SAP BI/BW, Data Analysis, Business Analysis, MID Retail, Business Intelligence, Crystal Reports, SAP R/3, SAP, SAP BI, SQL
Education
Amravati University
BS, Electronics and Telecommunication
Cleveland State University
MS, Industrial Engineering
Evercore Partners December 2009 - Present
Fox-Pitt, Kelton September 2004 - December 2009
UBS Investment Bank 2000 - 2004
Skills
Investment Banking, Capital Markets, Hedge Funds, Private Equity, Valuation, Equities, Emerging Markets, Corporate Finance, Alternative Investments, Bloomberg, Equity Research, Financial Markets, Fixed Income, Venture Capital, Securities
Education
Amherst College 1984 — 1988
B.A.
University of Cambridge
M.Phil
Wells Fargo November 2014 - Present
Barclays Capital March 2004 - October 2014
Barclays Investment Bank March 2004 - October 2014
UBS Investment Bank January 1997 - March 2004
Federal Reserve Bank of New York September 1991 - January 1997
Lex Service Inc January 1987 - July 1991
Chicago Pneumatic 1984 - 1987
The Economist 1983 - 1984
Business International/EIU 1983 - 1984
Skills
Capital Markets, Securities, AML, Risk Management, Fixed Income, Investment Banking, Derivatives
Education
American University 1979 — 1980
MAIA, International Business
University at Albany, SUNY 1975 — 1979
BA, History, Spanish
TAP Advisors 2010 - Present
Evercore Partners 2006 - 2009
UBS Investment Bank 1994 - 2006
Dillon Read Inc 1994 - 2004
Crane Co. 1993 - 1994
Ultramar 1993 - 1993
Skills
Mergers, Investment Banking, Banking, Telecommunications, IPO, High Yield, Finance, Corporate Advisory, Private Equity, Valuation, Leveraged Finance, LBO, Corporate Finance, Financial Modeling, Equities, Due Diligence, Venture Capital, M&A experience, Mergers & Acquisitions, Strategy, Negotiation
Education
Babson College 1990 — 1993
B.S., Finance
Östermalms Gymnasium 1986 — 1988
Student Examen, Science
Citi March 2012 - Present
UBS Investment Bank March 2008 - February 2012
UBS Investment Bank March 2004 - March 2008
UBS Investment Bank July 2001 - March 2004
Education
The University of Connecticut School of Business 1999 — 2001
M.B.A, Managament of Information Systems
B. M. S. College of Engineering 1994 — 1998
Bachelor of Engineering, Electronics & Communication
UBS Investment Bank May 2011 - Present
UBS Investment Bank July 2004 - May 2011
UBS Investment Bank February 2001 - July 2004
JTB April 1993 - March 1999
Education
American University 1999 — 2000
Financial Economics, Master of Arts (M.A.)
法政大学 / Hosei University 1989 — 1993
Economics, Bachelor of Arts (B.A.)
UBS Investment Bank November 2013 - Present
Aetna February 2012 - November 2013
UnitedHealth Group March 2011 - February 2012
Wells Fargo / Keane August 2010 - February 2011
ITU February 2009 - January 2010
Techmetric June 2007 - April 2008
Skills
Data Warehousing, ETL, Datastage, SDLC, Data Integration, PL/SQL, Unix, Oracle, DB2, Informatica, Data Modeling, IBM Rational Clear Case, Visio, Teradata, Mainframe DB2, Zeke Workload Scheduler, Autosys, Tivoli Workload..., HP Version Control Agent, Mainframe Rumba, Facets Managed Care..., One Time Exceed 14, Putty, Ipswich WSFTP Pro V2007, Erwin, Perl, Python, Hadoop, Hortonworks, Apache Pig, Hive, Business Intelligence, Agile Methodologies, Oozie, Apache ZooKeeper, Flume, HBase, Couldera HDFS, Exadata, Sybase, Sqoop, DataStage
Education
ITU 2008 — 2010
Master’s Degree
Andhra University 2003 — 2007
Bachelor's degree
JPMorgan Chase & Co. December 2014 - Present
UBS Investment Bank December 2000 - November 2014
Skills
Financial Services, • Leading technical..., Strategy, Business Analysis, Offshoring, Project Delivery, Unix, Oracle, Testing, Architecture, Trading Systems, • Design, development..., • Application design..., • Building, delivering..., • Project planning and..., • Unix, Linux, Windows, Integration, Software Project..., • IT Change and risk..., • FX / Money Market..., • Collateral..., • Vendor Management, Enterprise Systems..., Messaging Technologies, Java, Fixed Income Repo..., Securities Lending
Education
Andhra University
Bachelor's degree, Electrical Engineering
US Bancorp Investment Inc April 2011 - Present
Phoenix Partners Group August 2008 - October 2010
UBS Investment Bank March 2003 - July 2008
Skills
Management, Sales, Leadership, Microsoft Office, Research, Microsoft Excel, PowerPoint, Training, Microsoft Word, Process Improvement
Education
Baldwin Wallace University 1976 — 1980
Bachelor's degree, Marketing/Marketing Management, General