Experience
Metro Storage LLC  October 2013 - Present
Metro Storage International   May 2012 - Present
Equity International  June 2007 - 2011
The Yucaipa Companies  January 2006 - June 2007
Guggenheim Partners  January 2004 - December 2005
UBS Investment Bank   April 2001 - 2003
Donaldson, Lufkin & Jenrette   July 1998 - April 2001
Lehman Brothers  July 1994 - June 1996

Skills
Alternative Investments, Due Diligence, Analysis, Equities, Finance, Financial Structuring, Investment Strategies, Investments, Mergers, Portfolio Management, Private Equity, Real Estate, Valuation

Education
The University of Chicago Booth School of Business   1996 — 1998
MBA, Finance

Georgetown University   1991 — 1993
BA, Government

St. Joseph's Preparatory School   1985 — 1989
High School Diploma

Experience
WiseBanyan  June 2015 - Present
40 North Management LLC   November 2014 - May 2015
Constellation Advisers, LLC  September 2013 - October 2014
Winget, Spadafora and Schwartzberg, LLP   September 2011 - August 2013
Financial Industry Regulatory Authority  January 2011 - May 2011
U.S. Securities and Exchange Commission   May 2010 - August 2010
UBS Investment Bank   May 2009 - August 2009

Skills
Arbitration, Securities, Securities Regulation, Private Placements, Mediation, Finance, Alternative Dispute...

Education
Fordham University School of Law   2008 — 2011
J.D.

New York University   2004 — 2008
B.A., cum laude, Economics

New York University   2004 — 2008
B.A., cum laude, Biology

Experience
Apax Partners  April 2012 - August 2014
UBS Investment Bank   January 2011 - April 2012
UBS Investment Bank   June 2010 - August 2010

Skills
Investment Banking, Valuation, Capital Markets, Corporate Development, Mergers & Acquisitions, Venture Capital, LBO, Corporate Finance, Due Diligence, Financial Analysis, Emerging Markets, Financial Modeling, Research, M&A experience, Private Equity, Equity Research, Equities

Education
Harvard Business School   2014 — 2016
Master of Business Administration (MBA)

Georgetown University   2007 — 2010
Bachelor of Science, Accounting and Finance

Experience
Deutsche Bank AG  2012 - Present
UBS Investment Bank   March 2011 - September 2012
Penson Worldwide, Inc.   May 2007 - December 2010

Skills
Securities, Trading, Settlement, FINRA, Financial Risk, Financial Services, Legal Research, Legal Writing, Prime Brokerage, Equities, Series 7, AML, Hedge Funds, Options, Capital Markets, Surveillance, Derivatives, Equity Derivatives, Trading Systems, Equity Trading, Swaps, Fixed Income, Electronic Trading, Back Office, Financial Markets, Securities Regulation, Financial Regulation, Structured Products, Investment Banking, Equity Capital Markets, Foreign Exchange, Commodity, Investment Advisory, Equity Research, FX Options, Middle Office, Securities Lending

Education
Texas A&M University School of Law   2007 — 2010
JD, Law

Fordham University   1996 — 2000
BA, Political Science

Experience
UBS Investment Bank   July 2015 - Present
UBS Investment Bank   June 2014 - August 2014
ICAP  July 2011 - July 2013
ZTE (India)   October 2009 - July 2011
KPMG Advisory  August 2007 - October 2009
Cinda Asset Management   January 2007 - March 2007

Skills
Financial Analysis, Due Diligence, Project Finance, Financial Reporting, Market Research, Financial Modeling, Mergers & Acquisitions, Negotiation, Pitching, M&A Due Diligence, Investment Banking, Analysis, Business Planning

Education
Tuck School of Business at Dartmouth   2013 — 2015
Master of Business Administration (MBA)

Fudan University   2003 — 2007
Bachelor of Economics, International Economics and Trade

Shanghai High School   2000 — 2003

Experience
Columbia University in the City of New York  September 2014 - Present
Goldman Sachs  June 2015 - August 2015
UBS Investment Bank   January 2014 - April 2014
Sinolink Securities  July 2013 - September 2013
ZhiCheng Investment Co., Ltd.   November 2012 - May 2013
Citi  July 2012 - August 2012

Skills
C++, Matlab, Quantitative Investing, Trading Strategies, C#, Microsoft Excel, Quantitative Finance, Financial Modeling, Financial Risk, Bloomberg, Economics, Statistics, VBA

Education
Columbia University in the City of New York   2014 — 2015
Master of Science (MS), Financial Engineering

Fudan University   2010 — 2014
Bachelor of Science (B.S.), Mathathematics and Applied Mathematics

Shanghai High School   2007 — 2010

Experience
PNC  October 2013 - Present
BNY Mellon  April 2013 - September 2013
roulston research  September 2012 - March 2013
UBS Investment Bank   June 2012 - August 2012
SINOMACH FINANCE CO., LTD.   June 2010 - August 2010
CHINA MERCHANTS SECURITIES CO., LTD.   June 2009 - August 2009

Skills
SAS, Excel, C, Financial Modeling, Financial Analysis, Statistics, Mandarin, Valuation, Corporate Finance, Market Research, Business Strategy, Forecasting, Access, Portfolio Management, Microsoft Excel, Economics, Equity Research, SAS programming, Derivatives, Risk Management, Analysis, Bloomberg, Competitive Analysis, Financial Reporting, Quantitative Analytics, Econometrics, Data Analysis, Finance, Bloomberg Terminal, Fixed Income, Private Equity, R, Investments, Eviews

Education
Weatherhead School of Management at Case Western Reserve University   2011 — 2012
MS- Finance, Finance, Investment Banking, Corporate Finance

Fudan University   2007 — 2011
Bachelor of Economics, Finance, Finance

Experience
Deutsche Bank  September 2015 - Present
Jefferies & Company  June 2010 - June 2015
UBS Investment Bank   June 2006 - June 2010
Credit Suisse  May 2004 - May 2006
ABN AMRO Bank N.V.   1998 - 2004
ING Baring Securities   1994 - 1998

Skills
Emerging Markets, Equity Sales, Equities, Capital Markets, Hedge Funds, Bloomberg, Series 7, Equity Research, Financial Markets, Investments

Education
Fordham University   1987 — 1991
Bachelor of Arts (B.A.), History

Experience
UBS Investment Bank   2009 - Present
UBS Investment Bank   2006 - 2009

Skills
Equities, Equity Research

Education
Georgetown University   2002 — 2006
BS, Finance, Marketing

Experience
Georgetown University  August 2015 - Present
Students of Georgetown, Inc.   April 2015 - Present
Students of Georgetown, Inc.   January 2015 - Present
Innovo Solutions   May 2015 - Present
UBS Investment Bank   June 2015 - July 2015
District Home Magazine   January 2015 - April 2015
The Junior Statesmen Foundation  July 2014 - August 2014
TerraCycle  May 2014 - June 2014

Skills
Public Speaking, International Relations, Teamwork, Research, Politics, French, Microsoft Word, Political Science, Economics, CisionPoint, Microsoft Office, Bloomberg Terminal

Education
Georgetown University   2013 — 2017
Bachelors of Science in Foreign Service, International Politics, International Security

The College of New Jersey   2013 — 2014
Bachelor of Arts (BA), International Relations and Affairs, 3.9/4.0

Hopewell Valley Central High School   2012 — 2013
AP Scholar with Distinction

American School of Paris   2007 — 2012
AP Scholar with Distinction

Experience
Interpretaris LLC   January 2015 - Present
BlueJay Capital Management   December 2007 - December 2014
Santander Investment  February 2006 - December 2006
OTA Asset Management   August 2004 - January 2006
Fleet Boston Financial  August 2003 - April 2004
Barclays Capital  March 1998 - August 2003
ING Investment Banking  September 1994 - February 1998
UBS Investment Bank   March 1993 - September 1994
Citibank  September 1987 - March 1993

Skills
Derivatives, FX Options, Fixed Income, Capital Markets, Emerging Markets, Trading, Hedge Funds, Financial Markets, Options, Interest Rate..., Equities, Bloomberg, Asset Managment, FX trading, Private Equity, Currency, Portfolio Management, Foreign Exchange

Education
University of Virginia Darden School of Business   1985 — 1987
MBA, Business

University of Virginia   1983 — 1985
MA, Economics

George Mason University   1979 — 1983
BS, Economics

Experience
Medtronic  December 2013 - Present
UBS Investment Bank   July 2010 - March 2012
Ondra Partners  April 2009 - July 2010
EUSA Pharma  January 2009 - February 2009
Credit Suisse  August 2006 - January 2009
City of San Diego  2001 - 2004

Education
Georgetown University   2004 — 2006
MBA

University of California, Los Angeles (UCLA)   1996 — 2000
BA

Experience
Biogen Idec  September 2014 - Present
MLV & Co.   March 2013 - July 2014
Jefferies & Company  November 2009 - August 2012
Axon Healthcare Partners   February 2009 - November 2009
UBS Investment Bank   April 2004 - May 2008
CIBC World Markets  August 2001 - March 2004
JPMorgan  July 2000 - July 2001

Skills
Biotechnology, Pharmaceutical Industry, Investments, Drug Development, Venture Capital, Equity Research, Corporate Development, Valuation, Investment Banking, Investor Relations, Financial Modeling, Due Diligence, Competitive Intelligence, Capital Markets, Strategy, Business Development, Market Analysis

Education
Northwestern University   1994 — 2000
PhD

Georgetown University   1992 — 1993
MS

Georgetown University   1988 — 1992
BS

Experience
Warburg Pincus LLC  April 2014 - Present
H.I.G. Capital   September 2012 - April 2014
Actis  June 2011 - August 2011
American Capital  August 2007 - July 2010
UBS Investment Bank   July 2005 - June 2007

Skills
Private Equity, Healthcare, LBO, Emerging Markets, Financial Services, Mergers, Valuation, Financial Modeling, Capital Markets, Due Diligence, M&A experience, Financial Analysis, Investment Banking, Corporate Finance, Leveraged Finance

Education
London Business School   2010 — 2012
MBA, Distinction

Georgetown University   2001 — 2005
BS, Finance, International Business

Experience
Takeda Oncology  November 2013 - Present
Waggener Edstrom  April 2011 - November 2013
LaVoie Group  October 2009 - April 2011
Lois Paul & Partners  September 2008 - February 2009
UBS Investment Bank   March 2005 - May 2008

Skills
Strategic Communications, Public Relations, Media Relations, Crisis Communications, Social Media, Social Media Marketing, Press Releases, Internal Communications, Digital Marketing, Message Development, Blogging, Reputation Management, Marketing Communications, Integrated Marketing, Corporate Communications, Strategic Planning

Education
Georgetown University   2000 — 2004
BA, English

National University of Ireland, Galway   2002 — 2002
English, History

Experience
J.P. Morgan   June 2013 - Present
Georgetown University  September 2009 - May 2013
Georgetown University Alumni & Student Federal Credit Union  January 2010 - March 2013
Georgetown University Alumni & Student Federal Credit Union  September 2009 - March 2013
J.P. Morgan   June 2012 - August 2012
Greenwich Associates  May 2011 - August 2011
Lord & Taylor  May 2010 - August 2010
UBS Investment Bank   May 2008 - August 2008

Skills
Microsoft

Education
Georgetown University   2009 — 2013
Bachelor of Science, Finance & International Business

Danish Institute for Study Abroad   2011 — 2011

Experience
Evercore Partners Inc.   May 2015 - Present
Akara Partners, LLC   September 2013 - April 2015
UBS Investment Bank   July 2005 - September 2013
Autumn Investments   2001 - 2003
JP Morgan  July 1999 - November 2001

Skills
Corporate Finance, Asset Management, Financial Structuring, Emerging Markets, LBO, Portfolio Management, Bloomberg, Alternative Investments

Education
The University of Chicago   2003 — 2005
MBA (Honors), Finance & Strategy

Franklin & Marshall College   1994 — 1998
BA, Economics

Maru A Pula   1990 — 1993

Machabeng   1989 — 1991

Experience
Akuna Capital  2012 - Present
UBS Investment Bank   June 2011 - August 2011
Hua An Fund Management Co. Ltd.   March 2010 - June 2010

Skills
Market Making, Volatility Arbitrage, Options, Stochastic Calculus, Proprietary Trading, C++, VBA, Access, SQL, Volatility Dynamics

Education
University of Michigan   2010 — 2012
Master's degree, Financial Engineering

Fudan University   2006 — 2010
BBA, Finance

Experience
UBS Investment Bank   March 2007 - Present
UBS Investment Bank   November 1990 - Present
UBS  1990 - Present

Skills
Fixed Income, Derivatives, Investment Banking, Trading Systems, Equities

Education
Fordham University   1981 — 1985
BA, Communications

Experience
Life Family Chiropractic   February 2013 - Present
michbou home styling   May 2010 - February 2013
basi co.   June 2005 - March 2010
Landor  March 2003 - May 2005
Doral Financial Corporation  March 2001 - May 2004
UBS Investment Bank   May 2000 - May 2001

Skills
Interior Design, Small Business..., Event Planning, Wellness, Entrepreneurship, Management, Customer Service, New Business Development, Budgets

Education
Fordham University   2000 — 2003
Bachelor of Science (BS), Finance, General

University of Puerto Rico-Rio Piedras   1998 — 2000
Accounting

Academia San Jose
High School

Experience
Greenwich Associates  September 2007 - Present
UBS Investment Bank   February 2003 - July 2007
UBS Wealth Management  November 2001 - February 2003

Skills
Banking, Commodity, Asset Managment, Investments, Financial Analysis, Capital Markets, Portfolio Management, Financial Modeling, Data Analysis, Investment Management, Fixed Income, Financial Services, Customer Loyalty..., Performance Measurement

Education
Fordham University   1994 — 1996
Bachelor of Arts, Economics

Experience
Product Consultant   May 2015 - Present
HanaHaus   May 2015 - May 2015
General Assembly  March 2015 - May 2015
FLIP  March 2014 - January 2015
Deloitte Consulting  August 2011 - May 2014
UBS Investment Bank   June 2010 - August 2010
UBS Investment Bank   June 2009 - August 2009

Skills
Business Strategy, Management Consulting, User Experience Design, Strategy, Business Process..., Usability Testing, Mobile Applications, Wireframes, User Research, Business Analysis, Sketch, OmniGraffle, Product Strategy, Stakeholder Engagement, Business Development, Presentations, Project Management, Business Transformation, PowerPoint, Microsoft Excel, Keynote, Copywriting, Rapid Prototyping, Heuristic Analysis, Task Analysis, Agile Methodologies, Market Analysis, Financial Analysis, User Interface Design, Public Speaking

Education
Morehouse College   2007 — 2011
B.A. Finance, B.A. Spanish

General Assembly
User Experience Design, User Experience Design Immersive

Experience
ChannelIQ  July 2015 - Present
Kenex Holdings   October 2014 - July 2015
Downsize Fitness   April 2013 - October 2014
Goldman Sachs  September 2011 - March 2013
William Blair and Company  June 2010 - August 2011
Oliver Wyman  September 2008 - June 2010
United Way of New York City  July 2009 - December 2009
CA  January 2006 - January 2007
UBS Investment Bank   2007 - 2007

Skills
Entrepreneurship, Private Equity, Mergers & Acquisitions, Investment Banking, Investments, Start-ups, Business Strategy, Marketing Strategy, Strategy, Management Consulting, Restructuring, Finance, Leadership, Equities, Hedge Funds, Portfolio Management, Venture Capital, Bloomberg, Valuation, Mergers, Management, Corporate Development, SQL, Ruby on Rails, Web Development, Financial & Operational..., CRM, Google Adwords, Facebook Marketing, Microsoft Excel, Sales Operations, SaaS, E-commerce, SEO, Direct Response, Relational Databases, SAS Programming, Sales Funnel..., Growth Hacking, Product Management, RESTful WebServices, JavaScript, APIs

Education
University of Michigan
Bachelor of Arts (B.A.)

General Assembly
Full Stack Software Engineer

Experience
Tuck School of Business at Dartmouth College  2014 - Present
UBS Investment Bank   June 2015 - August 2015
Cartesian Capital Group   2014 - 2014
VALORA PARTICIPAÇÕES   2011 - 2013
Motriz Capital Finanças Corporativa Ltda   2009 - 2011
Principal Partners Capital Group   2003 - 2009
Bradesco  2000 - 2003

Skills
Mergers & Acquisitions, Private Equity, Valuation, Corporate Finance, Financial Modeling, M&A experience, Financial Analysis, Due Diligence, Venture Capital, Investment Banking, Project Finance, Business Valuation, Investments, Capital Markets, Emerging Markets, Business Planning, Restructuring, Business Strategy, Financial Structuring, Mercado de capitais, Avaliação financeira, Finanças corporativas, Análise financeira, Fusões e aquisições, Fundos de capital..., Modelagem financeira, Banco de investimento

Education
Fundação Armando Álvares Penteado   1999 — 2002
Bachelor of Business Administration (BBA), Business Administration

Dartmouth College - The Tuck School of Business at Dartmouth

Experience
Abel Air   October 2013 - Present
General Assembly  December 2014 - March 2015
BNP Paribas  September 2012 - December 2012
UBS Investment Bank   February 2011 - November 2011
Barclays Capital  March 2010 - July 2010
AllianceBernstein LLC   March 2007 - October 2008
GS Trading   June 2006 - December 2006

Skills
Ruby, Ruby on Rails, JavaScript, jQuery, HTML5, CSS, AJAX, PostgreSQL, Redis, Sinatra, APIs, Agile Methodologies, RESTful architecture, Git, Github, Derivatives, Equities, Equity Derivatives, Bloomberg, Fixed Income, Commodities, Options, Structured Products, Excel, Technical Analysis, Hedging, Energy, Capital Markets, Microsoft Office, Trading, HTML

Education
General Assembly   2014 — 2015
Web Development

Siena College
B.S, Finance

Experience
Credit Suisse AG  April 2008 - Present
Lehman Brothers  1999 - 2008
Goldman Sachs  1997 - 1998
UBS Investment Bank   1996 - 1997
Federal Reserve Board  1987 - 1996

Skills
Credit Risk, Capital Markets, Risk Management, Portfolio Management, Financial Risk, Investment Banking, Credit, Financial Analysis, Due Diligence, Enterprise Risk..., Financial Structuring, Financial Institutions, Management, Analysis, Project Management, Equities, Fixed Income, Hedge Funds, Derivatives, Banking

Education
The George Washington University - School of Business   1988 — 1992
Master of Business Administration (MBA), Finance, General

Georgetown University   1984 — 1987
BS, Business

Georgetown Preparatory School   1979 — 1983
High School

Experience
UBS Investment Bank   March 2014 - March 2015
Carat  November 2013 - March 2014
Carat  June 2013 - November 2013
Havas Media  March 2011 - May 2013
HarperCollins Publishers  October 2010 - February 2011

Skills
Communication, Teamwork, Microsoft Excel, Management, Data Analysis, Microsoft Office, Research, PowerPoint, Collaborative Problem..., Editing, Video, Online Advertising, Event Management, Television, Social Media Marketing

Education
St. Mary's University, Twickenham in partnership with the Mountbatten Institute London Programme   2014 — 2015
Master of Business Administration (M.B.A.), International Business

Franklin & Marshall College   2006 — 2010
Bachelor of Arts, Anthropology, 3.23

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

Experience
Evercore Partners  February 2013 - Present
UBS Investment Bank   December 1986 - December 2012

Skills
Research, Investment Banking, Capital Markets

Education
Fordham University

Experience
CMR Investments   July 2013 - Present
Grassroots Business Fund  May 2012 - August 2012
Shanghai Automotive Industry Corporation (Group)   July 2009 - July 2011
Citi  September 2008 - June 2009
UBS Investment Bank   May 2007 - June 2008

Skills
Firm Valuation, Strategy Making, Financial Analysis, Portfolio Management, Equity Research, Sales Management, Project Execution, Market Research, Venture Capital, New Venture Development, Private Equity

Education
The Johns Hopkins University - Carey Business School   2011 — 2013
MBA, Finance/Marketing

Fudan University   2005 — 2009
Bachelor, Economics - Finance

Experience
RBS Markets and International Banking  September 2014 - Present
Bank of America  2014 - 2014
Bank of America  2014 - 2014
Marsh & McLennan Companies, Inc.   October 2011 - August 2013
UBS Investment Bank   October 2010 - July 2011
Alliance Bernstein  June 2006 - October 2010
BNY Mellon  June 2004 - June 2006
J P Morgan Chase  October 2004 - June 2005
Deustche Bank  2002 - 2003
Morgan Stanley  1991 - 2002

Skills
Application Development, Composition, SDLC, PMO, Portfolio Management, Project Managers, Infrastructure..., Software Development, Data Center, CRM, Program Management, Project Management, Change Management, Resource Management, ITIL, IT Management, Vendor Management, Strategy, PMP, Product Management, Business Analysis, Management, Governance, Information Technology, Outsourcing, Financial Services, Business Process..., Security, Risk Management, Infrastructure, Executive Management, Integration, Disaster Recovery, Consulting, Business Process, Process Improvement, Project Portfolio..., Strategic Planning, IT Strategy, Service Delivery, Enterprise Architecture, Project Delivery, Software Project..., Requirements Analysis

Education
Fordham University   2004 — 2007
MSW, Clinical Social Work, 4.0

The Open University   1985 — 1991
BSc (hons), Business Administration and Management, General, 3.8

University of London   1985 — 1991
BSc (hons), Mathematics, Statistics and Computer Science, 3.8

Experience
Sidley Austin LLP  May 2014 - Present
Blank Rome LLP  November 2012 - April 2014
UBS Investment Bank   April 2012 - November 2012
United States Bankruptcy Court, Southern District of New York  June 2010 - December 2010
The Equitium Group   August 2006 - July 2008
Global Asset Capital, LLC / Viventures Partners SA   February 2004 - May 2006
GESD Capital Partners  June 2003 - January 2004
Robertson Stephens, Inc.   July 2000 - June 2002
JP Morgan  1998 - 1999

Skills
Valuation, Mergers, Financial Modeling, Investments, Negotiation, Due Diligence, Corporate Finance, Private Equity, Restructuring, Business Planning, Mergers & Acquisitions, Portfolio Management, Investment Banking, Finance, Financial Services

Education
Fordham University School of Law   2009 — 2011
Juris Doctor

The University of Texas at Austin - The Red McCombs School of Business   1996 — 2000
Bachelor of Business Administration, Finance

Clear Lake High School   1992 — 1996

University of North Carolina School of Law

Experience
Temasek  June 2015 - Present
Lighthouse eDiscovery  February 2015 - May 2015
Veraction  March 2014 - May 2015
Carpathia  May 2008 - May 2015
Spire Capital Partners  April 2007 - May 2015
Tarpon Towers, LLC   February 2010 - October 2014
AssetBuyer.com   January 2011 - May 2012
AssetNation  April 2007 - May 2012
Sandler Capital Management  June 2005 - April 2007
UBS Investment Bank   June 2000 - June 2005

Skills
Private Equity, Networking, Business Strategy, Management, Program Management, Cloud Computing, Investments, Start-ups, Finance, Venture Capital, Managed Services, Enterprise Software, Mergers, Telecommunications, Analytics, Due Diligence, Mergers & Acquisitions, Corporate Development, Strategy, Financial Modeling, Valuation

Education
Georgetown University   1996 — 2000
BSBA, Finance (Major) & Economics (Minor)

Experience
UBS AG  April 2015 - Present
UBS AG  October 2013 - Present
UBS  November 2012 - October 2013
UBS AG  January 2011 - November 2012
UBS Investment Bank   November 2008 - January 2011
UBS AG  January 2005 - January 2009
UBS AG  2005 - 2006
JPMorgan Chase Bank  2001 - 2005

Skills
Capital Markets, High Yield, Loans, Credit, Trading, Operations, Operations Management, Client Service, Process Development, Investment Banking, Team Leadership, Distressed Debt, Chapter 11, Syndications, Leveraged Finance, Fixed Income, Financial Services, Client Services

Education
New York University - Leonard N. Stern School of Business   2006 — 2009
MBA, Corporate Finance, Finance

Fordham University   2001 — 2002
MA, Economics

Experience
The Columbia Group Inc   May 2012 - March 2015
RBS Global Banking & Markets  November 2009 - September 2011
Rockit Solutions   June 2008 - March 2009
UBS Securities LLC  April 2006 - May 2008
UBS Investment Bank   2006 - 2008

Skills
Bloomberg, Financial Modeling, Hedge Funds, Fixed Income, Equities, Due Diligence, Mutual Funds, Investment Banking, AML, Derivatives, Valuation, Capital Markets, Financial Services, FX Options, Securities, Trading, Asset Management, Finance, Investments, Financial Risk, KYC, Series 7, Structured Products, Portfolio Management, Bonds, Emerging Markets, Risk Management, Financial Markets

Education
The University of Connecticut School of Business   2003 — 2005
MBA, Management, Marketing

Franklin & Marshall College   1998 — 2002
BA, Government

Experience
Societe Generale Corporate and Investment Banking - SGCIB  July 2015 - Present
UBS Investment Bank   April 2013 - July 2015
UBS Investment Bank   May 2011 - April 2013
Goldman Sachs & Co.   June 1997 - May 2011
Goldman Sachs Asset Management  1997 - May 2011
Association of Latino Professionals in Finance & Accounting - New York Chapter   2008 - 2010
Bankers Trust  June 1995 - June 1997

Skills
Asset Management, Bonds, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Investment Banking, Leadership, Credit Derivatives, Middle Office, Trading Systems, Bloomberg, Prime Brokerage, Securities

Education
Fordham University   1991 — 1995
BS, Finance

Experience
Gramercy Funds Management LLC ("Gramercy")   September 2015 - Present
Magnetar Capital  October 2014 - May 2015
Deutsche Bank  November 2013 - October 2014
UBS Investment Bank   March 2013 - October 2013
Merrill Lynch  August 2011 - April 2012
Morgan Stanley Wealth Management  November 2008 - August 2011
UBS  June 2007 - November 2008

Skills
Series 7, Asset Management, Wealth Management, Retirement Planning, Alternative Investments, Financial Services, Investments, Asset Allocation, Hedge Funds, Series 63, Bloomberg, Customer Service, Portfolio Management, Mutual Funds, Finance, Equities, Fixed Income, Capital Markets, Management, Securities, Microsoft Office, Microsoft Excel, PowerPoint, Human Resources, Event Planning, Microsoft Word

Education
Franklin Pierce College   1993 — 1999
Bachelor's degree, Criminal Justice/Law Enforcement Administration

Wilton High School   1990 — 1993
High school Diploma

Experience
UBS  August 2014 - Present
UBS  December 2010 - July 2014
UBS Investment Bank   1996 - December 2010
Scudder Stevens and Clark  1991 - 1996
Merrill Lynch  1984 - 1991

Skills
Project planning and..., Business analysis, Process excellence, End user training and..., Change management, Financial reporting, IT Strategy, Investment Banking, Derivatives, Equity Derivatives, Fixed Income, Change Management, Capital Markets, Process Excellence, Asset Management, Financial Markets, Business Analysis, Equities, Middle Office, Market Data, Trading Systems, Operational Risk

Education
Iona College   1984 — 1987
MBA, Finance, General

Fordham University
Bachelor's degree

Experience
UBS Investment Bank   June 2004 - Present

Education
Georgetown University   2000 — 2004

Experience
Deutsche Bank  February 2012 - Present
UBS Investment Bank   July 2009 - March 2011
UBS Investment Bank   November 2006 - February 2009
JPMorgan  August 1998 - June 2005
JPMorgan  July 1985 - March 1996

Skills
Business Analysis, Change Management, Finance, Forecasting, Governance, IT Management, Infrastructure, Integration, Management, Management Consulting, PMO, Portfolio Management, Process Improvement, Program Management, Quality Assurance, Requirements Gathering, Resource Management, Investment Banking, SDLC, FX Options, CRM, Financial Risk, IT Strategy

Education
Fordham University   1981 — 1985
Bachelor of Science, Business with concentration in Information Science

Christ the King High School

Experience
Cambiar Investors  February 2011 - Present
Keefe, Bruyette & Woods   June 2007 - April 2010
Keefe, Bruyette & Woods   January 2003 - June 2007
UBS Investment Bank   May 2002 - December 2002
UBS  July 2000 - May 2002

Education
Georgetown University   1996 — 2000
BSBA, Major: Finance and International Business, Minor: Theology

Experience
16 Handles  2008 - Present
Falconhead Capital  2007 - 2008
UBS Investment Bank   2005 - 2007

Skills
Due Diligence, Financial Analysis, Financial Modeling, Private Equity, Start-ups, Valuation, Corporate Finance

Education
Georgetown University

Experience
PwC  June 2015 - Present
Risk Management Association NY Chapter   August 2009 - Present
Capital Markets Credit Analysts Society, CMCAS   1995 - Present
KCG Americas LLC   2009 - 2014
UBS Investment Bank   2004 - 2009
J.P. Morgan (Bank One)   2002 - 2004
Merrill Lynch  2000 - 2002
Lehman Brothers  1999 - 2000
Deutsche Bank (Bankers Trust)   1992 - 1999
J.P. Morgan (First National Bank of Chicago)   1985 - 1992

Skills
Series 7, Counterparty Risk, Credit Risk, Market Risk, Liquidity Risk, Stress Testing, Regulatory Risk, Hedge Funds, Prime Brokerage, Derivatives, Capital Markets, Enterprise Risk..., Credit Analysis, Futures, Fixed Income, FX, Repos, Securities Lending, Credit Derivatives, Financial Institutions, Equity Derivatives, Due Diligence, Financial Markets, Options, CDS, Financial Risk, FX Options, Structured Products, Securitization, Credit, Equities, Operational Risk, Structured Finance, Investment Banking, Loans, Trading, Bonds, Risk Management, Operational Risk..., Emerging Markets, Securities, Finance, Banking, ISDA negotiations, Alternative Investments, Swaps, Electronic Trading, Trading Systems, Hedging, Bloomberg

Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance

Georgetown University
B. Sc., Finance (Minor: Economics)

Worcester Academy

Francis W. Parker School

Anshe Emet

Experience
Bloomberg LP  June 2013 - Present
UBS Investment Bank   January 2010 - May 2012
Barclays Capital  April 2008 - May 2009
UBS Investment Bank   July 2004 - March 2008
DBS Bank  November 1999 - September 2003

Skills
Derivatives, Market Risk, Counterparty Risk, Enterprise Risk..., Pricing, CVA, Volatility, Risk Analytics, Leadership, Basel II, Basel III

Education
New York University   1991 — 1995
Ph.D, Chemical Physics

Fudan University   1985 — 1989
B.S, Theoretical Physics

Experience
Samlyn Capital, LLC  May 2011 - February 2014
UBS Investment Bank   August 2010 - May 2011
PASSUR Aerospace   December 2007 - August 2010

Education
Fordham University   2004 — 2008
Marketing

Experience
UBS Investment Bank   September 2011 - Present
UBS Investment Bank   December 2011 - November 2012
UBS Investment Bank   February 2006 - September 2011
UBS Investment Bank   September 1999 - February 2006
Bankers Trust Company  January 1993 - June 1999

Skills
Risk Management, Investment Banking, Capital Markets, Credit Derivatives, Structured Products, Fixed Income, Equities, Equity Derivatives, Prime Brokerage, Structured Finance, Hedge Funds, Series 7, Series 14, Series 24, Dodd Frank, Bank Regulation

Education
Fordham University School of Law   1983 — 1986
JD

University of Virginia   1978 — 1982
BA, History & Government

Experience
Bank of America Merrill Lynch  June 2004 - Present
Banc of America Securities  2004 - 2009
UBS Investment Bank   August 2001 - June 2004

Skills
Compliance, Securities

Education
Fordham University School of Law   1981 — 1984
JD, Law

Experience
RBC Capital Markets  July 2012 - Present
UBS Investment Bank   May 2010 - July 2012
The Logisticst Institute - Asia Pacific   September 2002 - July 2006

Education
Rensselaer Polytechnic Institute   2006 — 2010
PhD, Statistics and Operations Research

Rensselaer Polytechnic Institute - The Lally School of Management and Technology   2006 — 2009
MS, Financial Engineering and Risk Analytics

National University of Singapore   2000 — 2002
MS, Computer Science

Fudan University   1996 — 2000
BS, Management Information Systems

Experience
UBS Investment Bank   January 2010 - April 2012
Merrill Lynch  1993 - 2008
Merrill Lynch  1993 - 2008

Skills
Fixed Income, FX Options, Commodity, Financial Structuring, Currency, Rates, Capital Markets, Structured Products, Hedge Funds, Derivatives, Volatility, Counterparty Risk, RWA, Regulatory Capital, Collateral Optimization, Funding, Investment Banking, CLOs, Private Equity, Financial Accounting

Education
Fordham University   1986 — 1990
BA, Political Science / Economcs

Experience
UBS Investment Bank   April 2014 - Present
Athelera   April 2012 - Present
Ladenburg Thalmann  June 2010 - March 2012
Overseas Private Investment Corporation  August 2009 - December 2009
ManattJones Global Strategies LLC   2009 - 2009

Skills
Investment Banking, Valuation, Mergers & Acquisitions, Emerging Markets, Financial Modeling, Strategy, Finance, Financial Services, Investments, Market Research

Education
Georgetown University   2009 — 2010
MA, Politcal Economy

Georgetown University   2005 — 2009
BSFS, International Politics

Pontifícia Universidade Católica do Rio de Janeiro
Political Economy

Universität Trier

Experience
NNNPRO Group of Marcus and Millichap  September 2011 - Present
Credit Suisse  July 2008 - August 2011
UBS Investment Bank   September 2006 - June 2008

Education
Franklin & Marshall College   2002 — 2006
Bachelor of Arts, History

Pomfret School

Experience
Ese-Lifestyle, LLC   November 2013 - Present
Judge Doris Ling-Cohan, Supreme Court, Civil   May 2012 - November 2013
Hitchcock & Cummings   February 2010 - November 2011
William Macauley, EEOC Administrative Judge   September 2008 - December 2008
The Leitner Center for International Law and Justice   June 2008 - August 2008
UBS Investment Bank   2007 - 2007
Adepetun, Caxton-Maritns, Agbor & Segun (ACAS),   June 2005 - August 2005

Skills
Legal Research, Commercial Litigation, Hearings, Westlaw, Research, Trademarks, Litigation, Criminal Law, Lexis, Corporate Law, Appeals, Mergers & Acquisitions, Courts, Alternative Dispute..., Public Policy

Education
Fordham University School of Law   2006 — 2009
J.D.

The University of Virginia   2002 — 2006
B.A, Foreign Relations/International Relations, French(Minor)

The British School of Lome   1998 — 2002
GCSE

Experience
Third Avenue Management  June 2015 - Present
Royal Bank of Scotland  July 2009 - Present
Imperial Capital Bank  September 2008 - July 2009
Bear Stearns  January 1999 - June 2008
UBS Investment Bank   June 1998 - January 1999
Mobil Oil - Chalmette Refinery   June 1994 - June 1998

Skills
High Yield, Capital Markets, Equities, Fixed Income, Distressed Debt, Casino Gaming, Hotel Financing, Investment Banking, Hedge Funds

Education
Georgetown University   1991 — 1994
BS, Accounting

U.S. Naval Academy   1990 — 1991

Experience
UBS Investment Bank   May 2011 - Present

Skills
Derivatives, Quantitative Finance

Education
Fudan University   2003 — 2007
Bachelor of Science (B.S.), Mathematics and Applied Mathematics

Experience
UBS Investment Bank   February 2011 - Present
UBS Investment Bank   June 2010 - August 2010
Metropolitan Golf Association  May 2009 - August 2009

Education
Fordham University   2007 — 2010
Bachelor of Science, Business Administration

Experience
Mercer  March 2015 - Present
Capita's consulting business   January 2014 - January 2015
Capita's consulting business   November 2012 - January 2014
Brown Brothers Harriman  July 2011 - June 2012
UBS Wealth Management  June 2010 - August 2010
Georgetown University  August 2008 - January 2010
UBS Investment Bank   June 2009 - August 2009

Skills
Economics, Financial Analysis, Development Economics, Investments, Problem Solving, Teamwork, Macroeconomics, Quantitative Analysis, Research, Operations, Tax Reporting, Wealth Management, FX trading, Market Research, Economic Research, Innovative Thinking, Hard Worker, PowerPoint, Excel, Word, Communication Written, Insightful, Outgoing, Highly Adaptable, International Exposure, Public Speaking, German, Data Analysis, Trading, Financial Markets, Statistics, Portfolio Management, Bloomberg, Bloomberg Terminal, Corporate Finance, Microsoft Excel, Strategy, Finance, Financial Modeling, Quantitative Analytics, Management Consulting

Education
Georgetown University   2007 — 2011
BA, Economics

ACS Cobham International School   2002 — 2007
IB Diploma, International Baccalaureate

Inter-Community School Zurich   1999 — 2002

Experience
Morgan Stanley  August 2013 - Present
UBS Investment Bank   June 2012 - August 2012
Cotton Council International  October 2007 - August 2011
Sightline Marketing  February 2006 - September 2007

Skills
Financial Modeling, Market Research, Valuation, Strategy, Competitive Analysis, Business Strategy, Financial Analysis, Corporate Finance, Data Analysis, Analytics, Due Diligence, Business Development, Finance, Strategic Planning

Education
UCLA Anderson School of Management   2011 — 2013
MBA, Finance

Georgetown University   2002 — 2006
BS, Foreign Service

Universidad San Francisco de Quito   2001 — 2002
Independent Year Abroad, Spanish

Miss Porter's School   1997 — 2001
High School Diploma

Experience
UBS Investment Bank   October 2003 - Present
RBS Greenwich Capital  May 2000 - October 2003
Federal Reserve Bank of New York  May 1995 - April 2000

Skills
Global Macro

Education
Fordham University   1998 — 2000
Master of Arts (MA)

Fordham University   1991 — 1995
Bachelor of Science (BS)

Experience
Georgetown University  equity capital markets/managing directorJefferiesAugust 2009 - April 2014
UBS Investment Bank   June 1987 - August 2009

Skills
Marketing, Business...

Education
Georgetown University   1980 — 1984
Bachelor of Arts (B.A.), English Language and Literature/Letters/

Phillips Exeter Academy   1977 — 1979
English Diploma