UBS Investment Bank
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UBS Investment Bank Employees
Employee
Years
Job
Industry
Mark Ibrahim Mark Ibrahim's UBS Investment Bank Experience February 2013 - Present
Job
Industry Financial Services
Experience
UBS Investment Bank February 2013 - Present
UBS Wealth Management August 2012 - January 2013
UBS October 2012 - October 2012
ING Investment Management June 2010 - August 2010
Volunteer Income Tax Assistance January 2009 - May 2009
Skills
Bloomberg Terminal, C++ Language, Mathematical Statistics, PASW, R, iThink, Python, Visual Basic, Maple, Persuasive Writing, Tax Preparation, Linear Algebra, Excel models, Credit Derivatives, Correlation Trading, Fixed Income Analysis, Market Risk, Logistic Regression, Chi-square, French to English, Statistical Data..., Modern Portfolio Theory, Matplotlib, NumPy, Probability Theory
Education
Hamilton College
Bachelor's degree magna cum laude, Mathematics with Honors
New York University
Summer Program
Sciences Po
Political Science and Government
UBS Investment Bank February 2013 - Present
UBS Wealth Management August 2012 - January 2013
UBS October 2012 - October 2012
ING Investment Management June 2010 - August 2010
Volunteer Income Tax Assistance January 2009 - May 2009
Skills
Bloomberg Terminal, C++ Language, Mathematical Statistics, PASW, R, iThink, Python, Visual Basic, Maple, Persuasive Writing, Tax Preparation, Linear Algebra, Excel models, Credit Derivatives, Correlation Trading, Fixed Income Analysis, Market Risk, Logistic Regression, Chi-square, French to English, Statistical Data..., Modern Portfolio Theory, Matplotlib, NumPy, Probability Theory
Education
Hamilton College
Bachelor's degree magna cum laude, Mathematics with Honors
New York University
Summer Program
Sciences Po
Political Science and Government
Alyssa (Hall) Morris Alyssa (Hall) Morris's UBS Investment Bank Experience April 2004 - March 2009
Job Wealth Manager at Waypoint Wealth Partners
Industry Financial Services
Experience
Waypoint Wealth Partners December 2014 - Present
Parallel Advisors September 2013 - December 2014
SecondMarket, Inc. August 2011 - March 2013
Probitas Partners March 2009 - July 2011
UBS Investment Bank April 2004 - March 2009
Latham & Watkins September 2001 - March 2004
Bankers Trust (BT Alex. Brown) August 1996 - June 1998
Skills
Personal Financial..., Investments, Finance, Capital Markets, Alternative Investments, Due Diligence, Investment Banking, Start-ups, Leveraged Finance, Private Placements, Business Development, Deal Execution, Corporate Development, Corporate Finance, Capital Raising, Financial Modeling, Capital Structure, M&A experience, Investor Relations, Deal Screening, Industry Research, Legal
Education
Georgetown University Law Center 1998 — 2001
Juris Doctorate, Law
University of Pennsylvania - The Wharton School 1992 — 1996
BS, Finance & Health Care Management
Waypoint Wealth Partners December 2014 - Present
Parallel Advisors September 2013 - December 2014
SecondMarket, Inc. August 2011 - March 2013
Probitas Partners March 2009 - July 2011
UBS Investment Bank April 2004 - March 2009
Latham & Watkins September 2001 - March 2004
Bankers Trust (BT Alex. Brown) August 1996 - June 1998
Skills
Personal Financial..., Investments, Finance, Capital Markets, Alternative Investments, Due Diligence, Investment Banking, Start-ups, Leveraged Finance, Private Placements, Business Development, Deal Execution, Corporate Development, Corporate Finance, Capital Raising, Financial Modeling, Capital Structure, M&A experience, Investor Relations, Deal Screening, Industry Research, Legal
Education
Georgetown University Law Center 1998 — 2001
Juris Doctorate, Law
University of Pennsylvania - The Wharton School 1992 — 1996
BS, Finance & Health Care Management
Pranali Choubal Pranali Choubal's UBS Investment Bank Experience 2010 - 2012
Job Business Systems Analyst at Capital One
Industry Computer Software
Experience
Capital One May 2013 - Present
UBS Investment Bank 2010 - 2012
Garmin International 2009 - 2010
UBS Investment Bank 2008 - 2008
Education
Georgia Institute of Technology 2007 — 2009
Masters, Computer Science
Usha Mittal Institue of Technology 2003 — 2007
Bachelor of Technology, Computer Science
Capital One May 2013 - Present
UBS Investment Bank 2010 - 2012
Garmin International 2009 - 2010
UBS Investment Bank 2008 - 2008
Education
Georgia Institute of Technology 2007 — 2009
Masters, Computer Science
Usha Mittal Institue of Technology 2003 — 2007
Bachelor of Technology, Computer Science
Tony Bai Tony Bai's UBS Investment Bank Experience 2001 - 2002
Job Real EstateAgent Keller Williams Realty
Industry Real Estate
Experience
Rancho Costa Verde Development, LLC / R-Mac Properties, Inc. May 2015 - Present
Tony Bai Realty Group Keller Williams Realty November 2013 - Present
TSL Investment Group, Inc. April 2010 - Present
Bookook Securities 2008 - 2009
SAMS Enterprises, Inc. 2003 - 2007
Global Brokers Georgia, LLC 2003 - 2007
UBS Investment Bank 2001 - 2002
PaineWebber 1999 - 2001
Duff & Phelps 1998 - 1999
Triangle Mortgage 1997 - 1998
Skills
Custom Homes, Luxury Homes, Beach Homes, Seller Representation, Listing Homes, Buyer Representation, New Homes, Condos, First Time Home Buyers, International Real..., Investment Properties, Vacation Homes, REO, Foreclosures, Negotiation, Short Sales, 1031 Exchanges, Luxury, Residential Homes, Single Family Homes, Real Estate, Investors, Sales, Sellers, Relocation, Real Estate Transactions, Listings, Marketing, Financial Markets, Capital Markets, Investments, Alternative Investments, Equity Derivatives, Equities, ETFs, Trading, Equity Trading, Options, Securities, Hedge Funds, Trading Systems, Electronic Trading, Emerging Markets
Education
Georgia State University - J. Mack Robinson College of Business
Bachelor of Business Administration (BBA), Finance
Phillips Exeter Academy
Rancho Costa Verde Development, LLC / R-Mac Properties, Inc. May 2015 - Present
Tony Bai Realty Group Keller Williams Realty November 2013 - Present
TSL Investment Group, Inc. April 2010 - Present
Bookook Securities 2008 - 2009
SAMS Enterprises, Inc. 2003 - 2007
Global Brokers Georgia, LLC 2003 - 2007
UBS Investment Bank 2001 - 2002
PaineWebber 1999 - 2001
Duff & Phelps 1998 - 1999
Triangle Mortgage 1997 - 1998
Skills
Custom Homes, Luxury Homes, Beach Homes, Seller Representation, Listing Homes, Buyer Representation, New Homes, Condos, First Time Home Buyers, International Real..., Investment Properties, Vacation Homes, REO, Foreclosures, Negotiation, Short Sales, 1031 Exchanges, Luxury, Residential Homes, Single Family Homes, Real Estate, Investors, Sales, Sellers, Relocation, Real Estate Transactions, Listings, Marketing, Financial Markets, Capital Markets, Investments, Alternative Investments, Equity Derivatives, Equities, ETFs, Trading, Equity Trading, Options, Securities, Hedge Funds, Trading Systems, Electronic Trading, Emerging Markets
Education
Georgia State University - J. Mack Robinson College of Business
Bachelor of Business Administration (BBA), Finance
Phillips Exeter Academy
Patrick Hackett Patrick Hackett's UBS Investment Bank Experience July 2007 - June 2009
Job Vice President at Stockbridge Capital Group
Industry Real Estate
Experience
Stockbridge Capital Group January 2014 - Present
Stockbridge Real Estate Funds March 2010 - December 2013
UBS Investment Bank July 2007 - June 2009
Skills
Due Diligence, Valuation, Real Estate, Investment Properties, Disposition, Real Estate Economics, Private Equity, Real Estate Development, Asset Management, Financial Modeling, Acquisitions, Investment Banking, Commercial Real Estate
Education
Georgetown University 2003 — 2007
Stockbridge Capital Group January 2014 - Present
Stockbridge Real Estate Funds March 2010 - December 2013
UBS Investment Bank July 2007 - June 2009
Skills
Due Diligence, Valuation, Real Estate, Investment Properties, Disposition, Real Estate Economics, Private Equity, Real Estate Development, Asset Management, Financial Modeling, Acquisitions, Investment Banking, Commercial Real Estate
Education
Georgetown University 2003 — 2007
Michael Martini Jr. Michael Martini Jr.'s UBS Investment Bank Experience July 2010 - November 2012
Job USD Rates Trader
Industry Financial Services
Experience
Citi July 2013 - Present
TD Securities January 2013 - June 2013
UBS Investment Bank July 2010 - November 2012
UBS Investment Bank August 2008 - November 2012
UBS Investment Bank August 2008 - July 2010
Skills
Relative Value Trading, Macro, Market Making, Funding, Interest Rate..., Trading Strategies, Interest Rate Swaps, Rates, US Treasuries, Government Bonds, Derivatives, Fixed Income, Swaps, Bloomberg, Bonds, Credit Derivatives, Electronic Trading, Hedge Funds, Options, Structured Products, Trading
Education
Hamilton College 2004 — 2008
Bachelor of Arts (B.A.), Economics
Bergen Catholic HS 2000 — 2004
Citi July 2013 - Present
TD Securities January 2013 - June 2013
UBS Investment Bank July 2010 - November 2012
UBS Investment Bank August 2008 - November 2012
UBS Investment Bank August 2008 - July 2010
Skills
Relative Value Trading, Macro, Market Making, Funding, Interest Rate..., Trading Strategies, Interest Rate Swaps, Rates, US Treasuries, Government Bonds, Derivatives, Fixed Income, Swaps, Bloomberg, Bonds, Credit Derivatives, Electronic Trading, Hedge Funds, Options, Structured Products, Trading
Education
Hamilton College 2004 — 2008
Bachelor of Arts (B.A.), Economics
Bergen Catholic HS 2000 — 2004
Kirit Shah Kirit Shah's UBS Investment Bank Experience January 1995 - January 1997
Job predictive financial modelling in making strategic decisions
Industry Telecommunications
Experience
Cisco Systems Inc October 2013 - Present
Cisco January 2009 - September 2013
Cisco July 2008 - July 2009
Cisco July 2005 - July 2007
Cisco January 2004 - July 2005
Wells Fargo January 2003 - January 2004
Hewlett-Packard January 2002 - January 2003
Sanwa Financial Products January 1997 - January 1999
Chase January 1996 - January 1997
UBS Investment Bank January 1995 - January 1997
Skills
Tableau, Business Intelligence, Database Administration, Data Mining, Financial Modeling, Gross Margin, Data Analysis, Channel Sales, Stra, ROI Optimization, Dash, Portfolio Management, Business Process..., POS, Territory..., Forecasting, Executive Reporting, Capacity Planning
Education
University of New Haven
MBA
University of Mumbai
Gujarat University
B.S, Accounting
Cisco Systems Inc October 2013 - Present
Cisco January 2009 - September 2013
Cisco July 2008 - July 2009
Cisco July 2005 - July 2007
Cisco January 2004 - July 2005
Wells Fargo January 2003 - January 2004
Hewlett-Packard January 2002 - January 2003
Sanwa Financial Products January 1997 - January 1999
Chase January 1996 - January 1997
UBS Investment Bank January 1995 - January 1997
Skills
Tableau, Business Intelligence, Database Administration, Data Mining, Financial Modeling, Gross Margin, Data Analysis, Channel Sales, Stra, ROI Optimization, Dash, Portfolio Management, Business Process..., POS, Territory..., Forecasting, Executive Reporting, Capacity Planning
Education
University of New Haven
MBA
University of Mumbai
Gujarat University
B.S, Accounting
David Montgomery David Montgomery's UBS Investment Bank Experience October 2009 - October 2011
Job Executive Director at ABN AMRO Bank N.V.
Industry Banking
Experience
ABN AMRO Bank N.V. October 2011 - Present
UBS Investment Bank October 2009 - October 2011
BNP Paribas Fortis January 2001 - October 2009
Fortis 2002 - 2004
Skills
Financial Structuring, Valuation, Investment Banking, Structured Finance, Private Equity, Capital Markets, Corporate Finance, Financial Modeling, Portfolio Management, Trading, Due Diligence, Financial Analysis, Mergers, Risk Management, Investments, Mergers & Acquisitions
Education
The University of Texas at Austin 1989 — 1990
Master of Business Administration (MBA), Finance, General
University of Arkansas at Fayetteville 1979 — 1981
Bachelor of Business Administration (BBA), Marketing
Harding University 1977 — 1979
Business/Commerce, General
ABN AMRO Bank N.V. October 2011 - Present
UBS Investment Bank October 2009 - October 2011
BNP Paribas Fortis January 2001 - October 2009
Fortis 2002 - 2004
Skills
Financial Structuring, Valuation, Investment Banking, Structured Finance, Private Equity, Capital Markets, Corporate Finance, Financial Modeling, Portfolio Management, Trading, Due Diligence, Financial Analysis, Mergers, Risk Management, Investments, Mergers & Acquisitions
Education
The University of Texas at Austin 1989 — 1990
Master of Business Administration (MBA), Finance, General
University of Arkansas at Fayetteville 1979 — 1981
Bachelor of Business Administration (BBA), Marketing
Harding University 1977 — 1979
Business/Commerce, General
Sarah Flood Sarah Flood's UBS Investment Bank Experience August 2008 - August 2009
Job Global Relationship Manager
Industry Financial Services
Experience
Bloomberg LP March 2011 - Present
Bloomberg LP March 2010 - March 2011
UBS Investment Bank August 2008 - August 2009
Kohlberg, Kravis, Roberts & Co. LLC/Capstone August 2006 - August 2008
Skills
Business Relationship..., Electronic Trading, Fixed Income Technology, Fixed Income, Spanish-speaking, Bloomberg Terminal, Sales, Omgeo Oasys, Bond Markets, Electronic Trading..., Equities, Microsoft Excel, Capital Markets, Trading, Portfolio Management, Bloomberg, Derivatives, Investments, Financial Markets, Credit Derivatives, Risk Management, Hedge Funds
Education
Gettysburg College 2002 — 2006
Bachelor of Arts, Management/ Spanish
Bloomberg LP March 2011 - Present
Bloomberg LP March 2010 - March 2011
UBS Investment Bank August 2008 - August 2009
Kohlberg, Kravis, Roberts & Co. LLC/Capstone August 2006 - August 2008
Skills
Business Relationship..., Electronic Trading, Fixed Income Technology, Fixed Income, Spanish-speaking, Bloomberg Terminal, Sales, Omgeo Oasys, Bond Markets, Electronic Trading..., Equities, Microsoft Excel, Capital Markets, Trading, Portfolio Management, Bloomberg, Derivatives, Investments, Financial Markets, Credit Derivatives, Risk Management, Hedge Funds
Education
Gettysburg College 2002 — 2006
Bachelor of Arts, Management/ Spanish
Phillip Chang Phillip Chang's UBS Investment Bank Experience July 2012 - December 2013
Job Investment Banking Analyst, Global Consumer & Retail Group at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2014 - Present
UBS Investment Bank July 2012 - December 2013
UBS Investment Bank June 2011 - August 2011
Skills
Capital Markets, Investment Banking, Valuation, Financial Analysis, Financial Modeling
Education
Georgetown University 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Bank of America Merrill Lynch January 2014 - Present
UBS Investment Bank July 2012 - December 2013
UBS Investment Bank June 2011 - August 2011
Skills
Capital Markets, Investment Banking, Valuation, Financial Analysis, Financial Modeling
Education
Georgetown University 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Faye Hughes's UBS Investment Bank Experience September 2007 - October 2008
Job HR/Operations Charter Global
Industry Human Resources
Experience
Charter Global July 2013 - Present
Asda 2008 - 2011
UBS Investment Bank September 2007 - October 2008
Skills
Human Resources, Customer Service, Recruiting, Teamwork, Talent Acquisition, Time Management, Business Development, Vendor Management, Team Building, Benefits Negotiation
Education
Northumbria University 2003 — 2007
Bachelor's degree, International business management, 2:1
Georgia College and State University 2005 — 2006
Exchange, International Business
Charter Global July 2013 - Present
Asda 2008 - 2011
UBS Investment Bank September 2007 - October 2008
Skills
Human Resources, Customer Service, Recruiting, Teamwork, Talent Acquisition, Time Management, Business Development, Vendor Management, Team Building, Benefits Negotiation
Education
Northumbria University 2003 — 2007
Bachelor's degree, International business management, 2:1
Georgia College and State University 2005 — 2006
Exchange, International Business
Ryan Raymer Ryan Raymer's UBS Investment Bank Experience August 2004 - April 2008
Job SE Account Executive at Appirio
Industry Information Technology and Services
Experience
Appirio February 2015 - Present
Masco Corporation April 2013 - October 2014
Model Metrics, Inc. January 2012 - April 2013
Accenture May 2010 - January 2012
IBM Global Services June 2008 - January 2010
UBS Investment Bank August 2004 - April 2008
BearingPoint 2000 - 2004
Skills
Cloud Computing, SFDC, Social CRM, Mobile CRM, Sales Cloud, Service Cloud and Call..., IT Outsourcing, Global Sourcing, CRM Integration, IT Strategy, Siebel, Microsoft CRM, Business Development, Project Delivery, Global Delivery, Salesforce.com, Sales Operations, CRM, Business Analysis, Management Consulting, Change Management, Business Intelligence
Education
Georgia Institute of Technology 1992 — 1996
Management, International Management
Appirio February 2015 - Present
Masco Corporation April 2013 - October 2014
Model Metrics, Inc. January 2012 - April 2013
Accenture May 2010 - January 2012
IBM Global Services June 2008 - January 2010
UBS Investment Bank August 2004 - April 2008
BearingPoint 2000 - 2004
Skills
Cloud Computing, SFDC, Social CRM, Mobile CRM, Sales Cloud, Service Cloud and Call..., IT Outsourcing, Global Sourcing, CRM Integration, IT Strategy, Siebel, Microsoft CRM, Business Development, Project Delivery, Global Delivery, Salesforce.com, Sales Operations, CRM, Business Analysis, Management Consulting, Change Management, Business Intelligence
Education
Georgia Institute of Technology 1992 — 1996
Management, International Management
Terrell Clifford Terrell Clifford's UBS Investment Bank Experience July 2008 - August 2011
Job Senior Consultant at IBM
Industry Management Consulting
Experience
IBM August 2015 - Present
EY June 2014 - August 2014
DC SCORES September 2011 - August 2012
UBS Investment Bank July 2008 - August 2011
Skills
Stata, Economics, Project Management, Derivatives, Commodity, Emerging Markets, Quantitative Analytics, Financial Analysis, Analysis, Nonprofits, Management, Policy Analysis
Education
Georgetown University - The McCourt School of Public Policy 2012 — 2015
Master of Public Policy (M.P.P.)
Georgetown University - The McDonough School of Business 2012 — 2015
Master of Business Administration (M.B.A.)
Howard University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Management
IBM August 2015 - Present
EY June 2014 - August 2014
DC SCORES September 2011 - August 2012
UBS Investment Bank July 2008 - August 2011
Skills
Stata, Economics, Project Management, Derivatives, Commodity, Emerging Markets, Quantitative Analytics, Financial Analysis, Analysis, Nonprofits, Management, Policy Analysis
Education
Georgetown University - The McCourt School of Public Policy 2012 — 2015
Master of Public Policy (M.P.P.)
Georgetown University - The McDonough School of Business 2012 — 2015
Master of Business Administration (M.B.A.)
Howard University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Management
Prath Reddy Prath Reddy's UBS Investment Bank Experience August 2013 - Present
Job Associate Director at UBS
Industry Investment Banking
Experience
UBS Investment Bank August 2013 - Present
Crédit Agricole CIB February 2011 - August 2013
TerraCycle May 2010 - January 2011
Orasys Consulting April 2010 - January 2011
John Hancock Investments July 2009 - December 2009
Esperanza International May 2009 - June 2009
Goldman Sachs July 2008 - December 2008
Liberty Mutual July 2007 - December 2007
Accountemps October 2006 - June 2007
Skills
Budget, Financial Analysis, Financial Modeling, Valuation, Risk Management, Investments, Bloomberg, Banking, Equities, Corporate Finance, Capital Markets, Mergers, Analysis, Portfolio Management, Insurance, Budgets, Mergers & Acquisitions, Business Development, Leadership, Microsoft Excel, Finance, Bonds, Fixed Income
Education
CFA Institute
2016 Level III Candidate in the CFA Program
Northeastern University 2005 — 2010
BS, Finance
Instituto Tecnológico de Santo Domingo 2009 — 2009
Summer Semester, Microfinance
Ecole de Management 2008 — 2008
Summer Semester, Globalization, International Marketing
UBS Investment Bank August 2013 - Present
Crédit Agricole CIB February 2011 - August 2013
TerraCycle May 2010 - January 2011
Orasys Consulting April 2010 - January 2011
John Hancock Investments July 2009 - December 2009
Esperanza International May 2009 - June 2009
Goldman Sachs July 2008 - December 2008
Liberty Mutual July 2007 - December 2007
Accountemps October 2006 - June 2007
Skills
Budget, Financial Analysis, Financial Modeling, Valuation, Risk Management, Investments, Bloomberg, Banking, Equities, Corporate Finance, Capital Markets, Mergers, Analysis, Portfolio Management, Insurance, Budgets, Mergers & Acquisitions, Business Development, Leadership, Microsoft Excel, Finance, Bonds, Fixed Income
Education
CFA Institute
2016 Level III Candidate in the CFA Program
Northeastern University 2005 — 2010
BS, Finance
Instituto Tecnológico de Santo Domingo 2009 — 2009
Summer Semester, Microfinance
Ecole de Management 2008 — 2008
Summer Semester, Globalization, International Marketing
Carla Ganci's UBS Investment Bank Experience January 2008 - March 2009
Job Manager, Talent Acquisition and HR at Delta Galil USA
Industry Apparel & Fashion
Experience
Delta Galil USA January 2014 - Present
Maidenform January 2013 - January 2014
Maidenform May 2011 - January 2013
Ajilon June 2009 - May 2011
UBS Investment Bank January 2008 - March 2009
Skills
Human Resources, Talent Acquisition, Recruiting, Applicant Tracking..., Behavioral Interviewing, Onboarding, University Relations, Employee Relations, Retention Strategies, College Recruiting, Employment Law..., Interviews, Workforce Planning, Executive Search, Talent Management, Sourcing, Negotiation, Leadership, Deferred Compensation, Management, SuccessFactors, Taleo, Succession Planning, New Hire Orientations, Employer Branding, HR Metrics
Education
Georgia Southern University 2000 — 2004
Business Administration, Management and Operations
Delta Galil USA January 2014 - Present
Maidenform January 2013 - January 2014
Maidenform May 2011 - January 2013
Ajilon June 2009 - May 2011
UBS Investment Bank January 2008 - March 2009
Skills
Human Resources, Talent Acquisition, Recruiting, Applicant Tracking..., Behavioral Interviewing, Onboarding, University Relations, Employee Relations, Retention Strategies, College Recruiting, Employment Law..., Interviews, Workforce Planning, Executive Search, Talent Management, Sourcing, Negotiation, Leadership, Deferred Compensation, Management, SuccessFactors, Taleo, Succession Planning, New Hire Orientations, Employer Branding, HR Metrics
Education
Georgia Southern University 2000 — 2004
Business Administration, Management and Operations
Lance Diduck Lance Diduck's UBS Investment Bank Experience July 2007 - December 2008
Job Director at Capstone Investment Advisors
Industry Financial Services
Experience
Capstone Investment Advisors August 2013 - Present
Millennium Partners January 2013 - August 2013
Eladian Partners July 2011 - October 2012
Athena Capital Research December 2008 - July 2011
IDC Global August 1999 - February 2011
UBS Investment Bank July 2007 - December 2008
Bloomberg July 2003 - July 2007
Lazer, Aptheker, Rosella & Yedid, P.C. July 2004 - October 2004
Credit Suisse First Boston May 2000 - June 2003
Lerner David Littenberg Krumholz & Mentlik November 2002 - March 2003
Skills
Trading Systems, Hedge Funds, Data Modeling, Database Admin, Equities, Electronic Trading, Banking, Trading Strategies, Exchange Connectivity, C++, ETFs, High Frequency Trading, Trading System, Low Latency, Trading, Linux, Portfolio Management, Fixed Income, Multithreading, Quantitative Finance
Education
New York University 2008 — 2010
MS, Mathematics in Finance
Georgia State University 1992 — 1994
BS, Math;Physics
Capstone Investment Advisors August 2013 - Present
Millennium Partners January 2013 - August 2013
Eladian Partners July 2011 - October 2012
Athena Capital Research December 2008 - July 2011
IDC Global August 1999 - February 2011
UBS Investment Bank July 2007 - December 2008
Bloomberg July 2003 - July 2007
Lazer, Aptheker, Rosella & Yedid, P.C. July 2004 - October 2004
Credit Suisse First Boston May 2000 - June 2003
Lerner David Littenberg Krumholz & Mentlik November 2002 - March 2003
Skills
Trading Systems, Hedge Funds, Data Modeling, Database Admin, Equities, Electronic Trading, Banking, Trading Strategies, Exchange Connectivity, C++, ETFs, High Frequency Trading, Trading System, Low Latency, Trading, Linux, Portfolio Management, Fixed Income, Multithreading, Quantitative Finance
Education
New York University 2008 — 2010
MS, Mathematics in Finance
Georgia State University 1992 — 1994
BS, Math;Physics
Jamie McDaniel, MBA's UBS Investment Bank Experience December 1997 - September 1999
Job The Carolinas Financial Network
Industry Marketing and Advertising
Experience
AARP April 2015 - June 2015
Breaker January 2015 - April 2015
Headway Workforce Solutions November 2013 - October 2014
Team Leadership Planning Branding Program Execution August 2013 - November 2013
Allscripts August 2011 - August 2013
PhoneTree July 2007 - July 2011
BB&T June 2005 - July 2007
Invesco US September 2000 - May 2004
First Union Securities September 1999 - May 2000
UBS Investment Bank December 1997 - September 1999
Skills
Email Marketing, Marketing Strategy, Marketing Communications, Direct Marketing, Lead Generation, Marketing, Salesforce.com, Social Media Marketing, Strategic Planning, Social Media, Marketing Management, B2B Marketing, Advertising, Public Relations, Product Marketing, Digital Marketing, Event Management, Web Analytics, Corporate Communications, Cross-functional Team..., Business Development, Leadership, Management, Newsletters, Sales, Brand Positioning..., Branding & Identity, Strategy, Pragmatic Marketing..., Marketo
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2004
MBA
Rhodes College 1990 — 1994
BA, History
Episcopal High School 1986 — 1990
AARP April 2015 - June 2015
Breaker January 2015 - April 2015
Headway Workforce Solutions November 2013 - October 2014
Team Leadership Planning Branding Program Execution August 2013 - November 2013
Allscripts August 2011 - August 2013
PhoneTree July 2007 - July 2011
BB&T June 2005 - July 2007
Invesco US September 2000 - May 2004
First Union Securities September 1999 - May 2000
UBS Investment Bank December 1997 - September 1999
Skills
Email Marketing, Marketing Strategy, Marketing Communications, Direct Marketing, Lead Generation, Marketing, Salesforce.com, Social Media Marketing, Strategic Planning, Social Media, Marketing Management, B2B Marketing, Advertising, Public Relations, Product Marketing, Digital Marketing, Event Management, Web Analytics, Corporate Communications, Cross-functional Team..., Business Development, Leadership, Management, Newsletters, Sales, Brand Positioning..., Branding & Identity, Strategy, Pragmatic Marketing..., Marketo
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2004
MBA
Rhodes College 1990 — 1994
BA, History
Episcopal High School 1986 — 1990
Brian Redmond Brian Redmond's UBS Investment Bank Experience January 2002 - January 2003
Job CoFounder and Managing Director at Paragon Asset Group LLC
Industry Financial Services
Experience
Paragon Asset Group LLC February 2003 - Present
Paragon Energy Holdings September 2003 - Present
CP Energy Group July 2004 - August 2012
UBS Investment Bank January 2002 - January 2003
Enron North America 1999 - 2001
Skills
Venture Capital, Private Equity, Renewable Energy, Project Finance, Strategy, Financial Structuring, Investment Banking, Mergers, Valuation, Due Diligence, Energy, Capital Markets, Natural Gas, Mergers & Acquisitions, Risk Management, Investments, Change Management, Strategic Planning, Structured Finance, Business Strategy, Corporate Finance, Financial Modeling, Hedge Funds, Asset Management, Trading
Education
Harvard Business School 1988 — 1990
MBA
Georgia Institute of Technology
MSME
Virginia Polytechnic Institute and State University
BS
Paragon Asset Group LLC February 2003 - Present
Paragon Energy Holdings September 2003 - Present
CP Energy Group July 2004 - August 2012
UBS Investment Bank January 2002 - January 2003
Enron North America 1999 - 2001
Skills
Venture Capital, Private Equity, Renewable Energy, Project Finance, Strategy, Financial Structuring, Investment Banking, Mergers, Valuation, Due Diligence, Energy, Capital Markets, Natural Gas, Mergers & Acquisitions, Risk Management, Investments, Change Management, Strategic Planning, Structured Finance, Business Strategy, Corporate Finance, Financial Modeling, Hedge Funds, Asset Management, Trading
Education
Harvard Business School 1988 — 1990
MBA
Georgia Institute of Technology
MSME
Virginia Polytechnic Institute and State University
BS
Russell Hackmann's UBS Investment Bank Experience 1996 - 1998
Job Managing Director at Hybrid Financial Ltd., President Hybrid Insurance Services LLC
Industry Financial Services
Experience
Hybrid Financial Ltd., Hybrid Insurance Services LLC April 2015 - Present
Harborcove Financial LLC August 2009 - April 2015
Swiss Re 2005 - 2009
Lehman Brothers 2000 - 2005
Banc of America Securities 1998 - 2000
UBS Investment Bank 1996 - 1998
Skills
Small Business, Corporate Finance, Due Diligence, Equities, Investments, Management, Mergers & Acquisitions, Insurance, Finance, Capital Markets, Strategy, Risk Management, Executive Management, Private Equity, Strategic Financial..., Credit, Financial Analysis, Hedge Funds, Funding, Loans, Valuation, Investment Banking, Business Strategy, Banking, Strategic Planning, Commercial Lending, Financial Services, Start-ups
Education
The University of Chicago 1992 — 1995
MBA, Finance
Georgetown University 1988 — 1992
BS, Foreign Service
New Trier High School 1984 — 1988
Hybrid Financial Ltd., Hybrid Insurance Services LLC April 2015 - Present
Harborcove Financial LLC August 2009 - April 2015
Swiss Re 2005 - 2009
Lehman Brothers 2000 - 2005
Banc of America Securities 1998 - 2000
UBS Investment Bank 1996 - 1998
Skills
Small Business, Corporate Finance, Due Diligence, Equities, Investments, Management, Mergers & Acquisitions, Insurance, Finance, Capital Markets, Strategy, Risk Management, Executive Management, Private Equity, Strategic Financial..., Credit, Financial Analysis, Hedge Funds, Funding, Loans, Valuation, Investment Banking, Business Strategy, Banking, Strategic Planning, Commercial Lending, Financial Services, Start-ups
Education
The University of Chicago 1992 — 1995
MBA, Finance
Georgetown University 1988 — 1992
BS, Foreign Service
New Trier High School 1984 — 1988
Shantelle Guyton's UBS Investment Bank Experience December 2005 - July 2007
Job Executive Producer at Catch 29 TV Pilot
Industry Entertainment
Experience
Octagon April 2015 - Present
Catch 29 TV Pilot April 2012 - Present
Women In Entertainment Empowerment Network February 2009 - Present
Blue Flame Agency October 2014 - April 2015
The Blue Flame Agency March 2012 - April 2015
Egami Consulting Group July 2009 - March 2012
MVD Inc. September 2008 - March 2009
MTV Networks International July 2007 - August 2008
UBS Investment Bank December 2005 - July 2007
Cantor Fitzgerald September 2004 - September 2005
Skills
Partnerships, Cause Marketing, Strategic Public..., Strategic Brand..., Multicultural Marketing, Event Planning, Social Media, Social Media Marketing, Strategy, Program Management, Blogging, Advertising, Public Relations, Sales, Budgets, Integrated Marketing, Brand Management, Management, Research, Media Relations, Strategic Communications, Market Planning, Marketing, Sponsorship, Broadcast, Marketing Communications, Digital Marketing, Event Management, Digital Strategy, Digital Media, Marketing Strategy, Social Networking, Brand Development, Market Research, Press Releases, Entertainment Industry
Education
New York University 2008 — 2011
M.A., Entertainment Business
Grand Valley State University 1999 — 2004
BBA, International Business and Japanese
International Christian University 2001 — 2002
1 yr certificate, International Business and Japanese
Octagon April 2015 - Present
Catch 29 TV Pilot April 2012 - Present
Women In Entertainment Empowerment Network February 2009 - Present
Blue Flame Agency October 2014 - April 2015
The Blue Flame Agency March 2012 - April 2015
Egami Consulting Group July 2009 - March 2012
MVD Inc. September 2008 - March 2009
MTV Networks International July 2007 - August 2008
UBS Investment Bank December 2005 - July 2007
Cantor Fitzgerald September 2004 - September 2005
Skills
Partnerships, Cause Marketing, Strategic Public..., Strategic Brand..., Multicultural Marketing, Event Planning, Social Media, Social Media Marketing, Strategy, Program Management, Blogging, Advertising, Public Relations, Sales, Budgets, Integrated Marketing, Brand Management, Management, Research, Media Relations, Strategic Communications, Market Planning, Marketing, Sponsorship, Broadcast, Marketing Communications, Digital Marketing, Event Management, Digital Strategy, Digital Media, Marketing Strategy, Social Networking, Brand Development, Market Research, Press Releases, Entertainment Industry
Education
New York University 2008 — 2011
M.A., Entertainment Business
Grand Valley State University 1999 — 2004
BBA, International Business and Japanese
International Christian University 2001 — 2002
1 yr certificate, International Business and Japanese
Dennis Jackson Dennis Jackson's UBS Investment Bank Experience June 2009 - August 2009
Job Rialto Capital Management
Industry Financial Services
Experience
Rialto Capital Management May 2013 - Present
Barclays Capital July 2010 - April 2013
UBS Investment Bank June 2009 - August 2009
Great American Broadband June 2008 - August 2008
Citrix Systems May 2007 - August 2007
Skills
Financial Modeling, Investment Banking, Bloomberg, Valuation, Equities, Corporate Finance, Financial Analysis, Fixed Income, Due Diligence, Investments, Private Equity, Derivatives, Capital Markets, Emerging Markets
Education
Georgetown University - The McDonough School of Business 2006 — 2010
BSBA, Finance, Management
Rialto Capital Management May 2013 - Present
Barclays Capital July 2010 - April 2013
UBS Investment Bank June 2009 - August 2009
Great American Broadband June 2008 - August 2008
Citrix Systems May 2007 - August 2007
Skills
Financial Modeling, Investment Banking, Bloomberg, Valuation, Equities, Corporate Finance, Financial Analysis, Fixed Income, Due Diligence, Investments, Private Equity, Derivatives, Capital Markets, Emerging Markets
Education
Georgetown University - The McDonough School of Business 2006 — 2010
BSBA, Finance, Management
Frank Mollica Frank Mollica's UBS Investment Bank Experience January 2005 - April 2005
Job
Industry Staffing and Recruiting
Experience
Indigo Partners, Inc April 2005 - Present
UBS Investment Bank January 2005 - April 2005
UBS Investment Bank December 2002 - December 2004
UBS Investment Bank January 2001 - November 2002
Flywheel Media November 1999 - November 2000
SIX Telekurs February 1999 - November 1999
SIX Telekurs February 1998 - February 1999
SIX Telekurs December 1996 - February 1998
Skills
Technical Recruiting, Recruiting, Leadership, Team Building, Finance, Management, IT Strategy, Middleware, WebSphere, SDLC, Integration, Enterprise Architecture, Agile Methodologies, Software Project..., Information Security, Cyber-security, Golf, Accounting, Change Management, Vendor Management, Temporary Staffing, Search, Healthcare Information..., Sourcing, Marketing, Strategic Planning, Sales
Education
Hamilton College 1986 — 1990
BA
Skidmore College Computer Career Institute 1998 — 1999
Certificate
Indigo Partners, Inc April 2005 - Present
UBS Investment Bank January 2005 - April 2005
UBS Investment Bank December 2002 - December 2004
UBS Investment Bank January 2001 - November 2002
Flywheel Media November 1999 - November 2000
SIX Telekurs February 1999 - November 1999
SIX Telekurs February 1998 - February 1999
SIX Telekurs December 1996 - February 1998
Skills
Technical Recruiting, Recruiting, Leadership, Team Building, Finance, Management, IT Strategy, Middleware, WebSphere, SDLC, Integration, Enterprise Architecture, Agile Methodologies, Software Project..., Information Security, Cyber-security, Golf, Accounting, Change Management, Vendor Management, Temporary Staffing, Search, Healthcare Information..., Sourcing, Marketing, Strategic Planning, Sales
Education
Hamilton College 1986 — 1990
BA
Skidmore College Computer Career Institute 1998 — 1999
Certificate
John Willey John Willey's UBS Investment Bank Experience 2002 - 2008
Job Engagement Manager at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company September 2010 - Present
McKinsey & Company May 2009 - August 2009
UBS Investment Bank 2002 - 2008
Bear Stearns June 2000 - October 2001
Skills
Valuation, Financial Modeling, Corporate Finance, Private Equity, Business Strategy, Investment Banking, Strategy, Management, Emerging Markets, Management Consulting, Due Diligence, Financial Analysis, Mergers & Acquisitions, Venture Capital, Capital Markets, Strategic Planning, Competitive Analysis, Analytics, Portfolio Management, Risk Management, Start-ups, Corporate Development, Entrepreneurship, Leadership
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Strategy and Operations
Georgetown University - The McDonough School of Business 1996 — 2000
BSBA, Finance, Spanish
McKinsey & Company September 2010 - Present
McKinsey & Company May 2009 - August 2009
UBS Investment Bank 2002 - 2008
Bear Stearns June 2000 - October 2001
Skills
Valuation, Financial Modeling, Corporate Finance, Private Equity, Business Strategy, Investment Banking, Strategy, Management, Emerging Markets, Management Consulting, Due Diligence, Financial Analysis, Mergers & Acquisitions, Venture Capital, Capital Markets, Strategic Planning, Competitive Analysis, Analytics, Portfolio Management, Risk Management, Start-ups, Corporate Development, Entrepreneurship, Leadership
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Strategy and Operations
Georgetown University - The McDonough School of Business 1996 — 2000
BSBA, Finance, Spanish
Amanda Koslo's UBS Investment Bank Experience October 2013 - Present
Job Office Administrator
Industry Human Resources
Experience
Trafigura February 2015 - Present
UBS Investment Bank October 2013 - Present
Gettysburg College September 2009 - Present
Senior Services of Stamford, Inc. July 2013 - October 2013
Nonna's Brickoven Pizzeria June 2011 - August 2011
CruiseOne June 2010 - August 2010
Uncles Deli June 2009 - August 2009
Skills
PowerPoint, Team Leadership, Microsoft Office, Microsoft Excel, Social Networking, Childcare, Close Attention to..., Customer Satisfaction, Customer Service, Organization, Administrative Work, Stewardship, Data Entry, Grant Reviewing, Secretarial Skills, Receptionist Duties, Research, Stata, Microsoft Word, Public Speaking, Outlook, Recruiting, Volunteering
Education
Gettysburg College 2009 — 2013
Bachelor of Arts (BA), Women, Gender, and Sexuality Studies
Gettysburg College 2009 — 2013
Bachelor of Arts (B.A.), Women, Gender, and Sexuality Studies
Trafigura February 2015 - Present
UBS Investment Bank October 2013 - Present
Gettysburg College September 2009 - Present
Senior Services of Stamford, Inc. July 2013 - October 2013
Nonna's Brickoven Pizzeria June 2011 - August 2011
CruiseOne June 2010 - August 2010
Uncles Deli June 2009 - August 2009
Skills
PowerPoint, Team Leadership, Microsoft Office, Microsoft Excel, Social Networking, Childcare, Close Attention to..., Customer Satisfaction, Customer Service, Organization, Administrative Work, Stewardship, Data Entry, Grant Reviewing, Secretarial Skills, Receptionist Duties, Research, Stata, Microsoft Word, Public Speaking, Outlook, Recruiting, Volunteering
Education
Gettysburg College 2009 — 2013
Bachelor of Arts (BA), Women, Gender, and Sexuality Studies
Gettysburg College 2009 — 2013
Bachelor of Arts (B.A.), Women, Gender, and Sexuality Studies
Gayle A. Hawkins Gayle A. Hawkins's UBS Investment Bank Experience October 2000 - October 2005
Job Financial Professional Associate at The Prudential Insurance Company of America
Industry Financial Services
Experience
The Prudential Insurance Company of America December 2012 - Present
1-year self-proclaimed sabbatical March 2011 - December 2012
UBS Wealth Management May 2008 - March 2011
UBS Wealth Management International October 2005 - May 2008
UBS Investment Bank October 2000 - October 2005
Columbia University January 2000 - June 2000
Deustche Bank August 1999 - January 2000
Viacom January 1996 - August 1999
Education
NYU 1997 — 2001
Master of Education (M.Ed.), Business/Corporate Communications
Hampton University 1990 — 1995
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
The Prudential Insurance Company of America December 2012 - Present
1-year self-proclaimed sabbatical March 2011 - December 2012
UBS Wealth Management May 2008 - March 2011
UBS Wealth Management International October 2005 - May 2008
UBS Investment Bank October 2000 - October 2005
Columbia University January 2000 - June 2000
Deustche Bank August 1999 - January 2000
Viacom January 1996 - August 1999
Education
NYU 1997 — 2001
Master of Education (M.Ed.), Business/Corporate Communications
Hampton University 1990 — 1995
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Samantha Chow Samantha Chow's UBS Investment Bank Experience August 2012 - March 2013
Job Senior Manager Finance & Strategy at GoodData
Industry Computer Software
Experience
GoodData January 2015 - Present
Synopsys June 2013 - January 2015
UBS Investment Bank August 2012 - March 2013
UBS Investment Bank June 2011 - August 2011
Maxim Integrated Products May 2008 - September 2010
Maxim Integrated Products October 2006 - May 2008
Maxim Integrated Products October 2005 - October 2006
Skills
Financial Modeling, Forecasting, Data Analysis, Competitive Analysis, Valuation, Mergers & Acquisitions, Finance, Analysis, Business Strategy, Due Diligence, Budgets, Variance Analysis, Corporate Finance, Management, Strategy
Education
Georgetown University - The McDonough School of Business 2010 — 2012
MBA, Finance, Entrepreneurship
University of California, Davis 2001 — 2005
BA, Economics, English
Castilleja School
GoodData January 2015 - Present
Synopsys June 2013 - January 2015
UBS Investment Bank August 2012 - March 2013
UBS Investment Bank June 2011 - August 2011
Maxim Integrated Products May 2008 - September 2010
Maxim Integrated Products October 2006 - May 2008
Maxim Integrated Products October 2005 - October 2006
Skills
Financial Modeling, Forecasting, Data Analysis, Competitive Analysis, Valuation, Mergers & Acquisitions, Finance, Analysis, Business Strategy, Due Diligence, Budgets, Variance Analysis, Corporate Finance, Management, Strategy
Education
Georgetown University - The McDonough School of Business 2010 — 2012
MBA, Finance, Entrepreneurship
University of California, Davis 2001 — 2005
BA, Economics, English
Castilleja School
Robert Doherty Robert Doherty's UBS Investment Bank Experience January 2002 - March 2008
Job Chief Financial Officer at Ensyn
Industry Renewables & Environment
Experience
Ensyn May 2013 - Present
Renova Capital Partners January 2010 - Present
J.P. Morgan April 2007 - July 2009
UBS Investment Bank January 2002 - March 2008
Merrill Lynch July 1988 - December 2001
Skills
Renewable Energy, Management, Financial Modeling, Strategic Planning, Due Diligence, Capital Markets, Mergers & Acquisitions, Finance, Private Equity, Business Strategy
Education
University of Chicago Graduate School of Business 1986 — 1988
MBA, Finance
Georgetown University 1982 — 1986
BSFS, International Politics
Ensyn May 2013 - Present
Renova Capital Partners January 2010 - Present
J.P. Morgan April 2007 - July 2009
UBS Investment Bank January 2002 - March 2008
Merrill Lynch July 1988 - December 2001
Skills
Renewable Energy, Management, Financial Modeling, Strategic Planning, Due Diligence, Capital Markets, Mergers & Acquisitions, Finance, Private Equity, Business Strategy
Education
University of Chicago Graduate School of Business 1986 — 1988
MBA, Finance
Georgetown University 1982 — 1986
BSFS, International Politics
Aaron Figura, CFA's UBS Investment Bank Experience July 2007 - December 2008
Job Vice President at OpenGate Capital
Industry Investment Banking
Experience
OpenGate Capital September 2015 - Present
Greentech Capital Advisors January 2014 - September 2015
Greentech Capital Advisors June 2010 - January 2014
PDM Investment Group January 2009 - July 2010
UBS Investment Bank July 2007 - December 2008
Skills
Investment Banking, Valuation, Series 7, Series 63, Chartered Financial...
Education
Georgetown University - The McDonough School of Business 2003 — 2007
BA, International Business / Economics
OpenGate Capital September 2015 - Present
Greentech Capital Advisors January 2014 - September 2015
Greentech Capital Advisors June 2010 - January 2014
PDM Investment Group January 2009 - July 2010
UBS Investment Bank July 2007 - December 2008
Skills
Investment Banking, Valuation, Series 7, Series 63, Chartered Financial...
Education
Georgetown University - The McDonough School of Business 2003 — 2007
BA, International Business / Economics
Juan Zuniga Juan Zuniga's UBS Investment Bank Experience July 2000 - April 2005
Job Experienced Investment Banking and Implementation Professional
Industry Investment Banking
Experience
Morgan Stanley August 2014 - Present
Wells Fargo April 2013 - August 2014
Royal Bank of Scotland PLC October 2006 - October 2012
Strategic Value Partners LLC April 2005 - October 2006
UBS Investment Bank July 2000 - April 2005
Bank Austria Creditanstalt June 1998 - July 2000
Skills
AML, Dodd-Frank, USA PATRIOT Act, Basel II, Loan IQ, Swaps, Syndications, Operational Risk..., LSTA, Shared National Credit, CLO, CDO, Distressed Debt, Credit Risk, Work Outs, Loans, Credit, Commercial Banking, Middle Office, Risk Management, Investment Banking, Finance, Back Office, Fixed Income, SQL, Application Lifecycle..., Project Management, Trading, Management, Banking, Portfolio Management, Capital Markets
Education
Hartwick College 1992 — 1996
BA
Morgan Stanley August 2014 - Present
Wells Fargo April 2013 - August 2014
Royal Bank of Scotland PLC October 2006 - October 2012
Strategic Value Partners LLC April 2005 - October 2006
UBS Investment Bank July 2000 - April 2005
Bank Austria Creditanstalt June 1998 - July 2000
Skills
AML, Dodd-Frank, USA PATRIOT Act, Basel II, Loan IQ, Swaps, Syndications, Operational Risk..., LSTA, Shared National Credit, CLO, CDO, Distressed Debt, Credit Risk, Work Outs, Loans, Credit, Commercial Banking, Middle Office, Risk Management, Investment Banking, Finance, Back Office, Fixed Income, SQL, Application Lifecycle..., Project Management, Trading, Management, Banking, Portfolio Management, Capital Markets
Education
Hartwick College 1992 — 1996
BA
Pedro Herrera Pedro Herrera's UBS Investment Bank Experience 1998 - 2004
Job Managing Director at EMx Capital Strategies, LLC
Industry Investment Banking
Experience
EMx Capital Strategies, LLC October 2014 - Present
HSBC January 2005 - March 2013
UBS Investment Bank 1998 - 2004
Prudential Securities 1996 - 1998
Skills
Emerging Markets, Equities, Corporate Finance, Latin America, Asset Management, Equity Capital Markets, International M&A, Agribusiness, Agriculture, Agricultural Research, Food Industry, Global Marketing, Institutional Sales, Institutional..., Capital Markets, Equity Research, Investments, Structured Finance, Hedge Funds, Investment Banking, Alternative Investments, Derivatives, Structured Products, Financial Markets, Leveraged Finance, Bonds, Bloomberg, Financial Structuring, Valuation, Fixed Income, Trading, Mergers & Acquisitions, Finance, Financial Modeling, Management, Financial Analysis, Portfolio Management, Restructuring, Private Equity, Equity Derivatives, Analysis, Business Strategy, Series 7, IPO, Due Diligence, Banking, Market Risk, Risk Management, Credit Derivatives, Strategy
Education
Georgetown University - The McDonough School of Business 1994 — 1996
MBA, Finance
University of Maryland 1987 — 1990
MS, Technology Management
University of New Orleans 1980 — 1985
BS, Computer Science
Santa Maria High School
EMx Capital Strategies, LLC October 2014 - Present
HSBC January 2005 - March 2013
UBS Investment Bank 1998 - 2004
Prudential Securities 1996 - 1998
Skills
Emerging Markets, Equities, Corporate Finance, Latin America, Asset Management, Equity Capital Markets, International M&A, Agribusiness, Agriculture, Agricultural Research, Food Industry, Global Marketing, Institutional Sales, Institutional..., Capital Markets, Equity Research, Investments, Structured Finance, Hedge Funds, Investment Banking, Alternative Investments, Derivatives, Structured Products, Financial Markets, Leveraged Finance, Bonds, Bloomberg, Financial Structuring, Valuation, Fixed Income, Trading, Mergers & Acquisitions, Finance, Financial Modeling, Management, Financial Analysis, Portfolio Management, Restructuring, Private Equity, Equity Derivatives, Analysis, Business Strategy, Series 7, IPO, Due Diligence, Banking, Market Risk, Risk Management, Credit Derivatives, Strategy
Education
Georgetown University - The McDonough School of Business 1994 — 1996
MBA, Finance
University of Maryland 1987 — 1990
MS, Technology Management
University of New Orleans 1980 — 1985
BS, Computer Science
Santa Maria High School
Bernie Mikell Bernie Mikell's UBS Investment Bank Experience 2001 - 2008
Job Lawyer, investment banker at Bernard J Mikell Jr
Industry Investment Banking
Experience
Bernard J Mikell Jr September 2011 - Present
Attorney at Law/Unaffiliated Investment Banker 1970 - January 2012
Bernard J Mikell, Jr, Attorney at Law January 1973 - October 2011
Attorney at Law 1970 - 2011
UBS Investment Bank 2001 - 2008
Skills
Bonds, Public Finance, Debt, Investment Banking, Investments, Loans, Capital Markets, Corporate Law, Structured Finance, Securities
Education
University of Virginia School of Law 1956 — 1960
Bachelor of Laws, History and English
Hamilton College
AB, History and English
Bernard J Mikell Jr September 2011 - Present
Attorney at Law/Unaffiliated Investment Banker 1970 - January 2012
Bernard J Mikell, Jr, Attorney at Law January 1973 - October 2011
Attorney at Law 1970 - 2011
UBS Investment Bank 2001 - 2008
Skills
Bonds, Public Finance, Debt, Investment Banking, Investments, Loans, Capital Markets, Corporate Law, Structured Finance, Securities
Education
University of Virginia School of Law 1956 — 1960
Bachelor of Laws, History and English
Hamilton College
AB, History and English
Neha Sagar's UBS Investment Bank Experience May 2007 - September 2008
Job J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
GE Capital July 2011 - June 2013
Goldman Sachs June 2010 - September 2010
UBS Investment Bank May 2007 - September 2008
Nomura Securities November 2004 - April 2007
Chubb June 2003 - November 2004
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Investment Banking, Due Diligence, Loans, Portfolio Management, Financial Institutions, Asset Based Lending, Capital Markets
Education
Georgetown University - The McDonough School of Business 2009 — 2011
Master, Business Administration
New York University 2000 — 2003
BA, Major: Economics and Psychology; Minor: Mathematics
Lehigh University 1999 — 2000
J.P. Morgan July 2013 - Present
GE Capital July 2011 - June 2013
Goldman Sachs June 2010 - September 2010
UBS Investment Bank May 2007 - September 2008
Nomura Securities November 2004 - April 2007
Chubb June 2003 - November 2004
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Investment Banking, Due Diligence, Loans, Portfolio Management, Financial Institutions, Asset Based Lending, Capital Markets
Education
Georgetown University - The McDonough School of Business 2009 — 2011
Master, Business Administration
New York University 2000 — 2003
BA, Major: Economics and Psychology; Minor: Mathematics
Lehigh University 1999 — 2000
Joseph Gasparro Joseph Gasparro's UBS Investment Bank Experience 2011 - 2013
Job Investment Banking Vice President – Credit Suisse
Industry Investment Banking
Experience
Credit Suisse 2014 - Present
New Jersey Needs You 2012 - Present
Youth, I.N.C. 2013 - Present
Bank of America Merrill Lynch 2013 - 2014
UBS Investment Bank 2011 - 2013
Harvard Business School 2009 - 2009
Clear Rock Associates 2008 - 2009
Hawkins Delafield & Wood LLP 2007 - 2008
Education
Rutgers University-New Brunswick
MBA
Harvard University
Visiting Scholar
Gettysburg College
BA
Credit Suisse 2014 - Present
New Jersey Needs You 2012 - Present
Youth, I.N.C. 2013 - Present
Bank of America Merrill Lynch 2013 - 2014
UBS Investment Bank 2011 - 2013
Harvard Business School 2009 - 2009
Clear Rock Associates 2008 - 2009
Hawkins Delafield & Wood LLP 2007 - 2008
Education
Rutgers University-New Brunswick
MBA
Harvard University
Visiting Scholar
Gettysburg College
BA
Sam Chawla Sam Chawla's UBS Investment Bank Experience September 2010 - August 2013
Job Portfolio Manager at Perceptive Advisors
Industry Venture Capital & Private Equity
Experience
Response Genetics November 2013 - Present
Perceptive Advisors August 2013 - Present
UBS Investment Bank September 2010 - August 2013
Credit Suisse August 2002 - September 2010
Education
Georgetown University - The McDonough School of Business 2000 — 2002
MBA, Management
The Johns Hopkins University 1993 — 1996
Response Genetics November 2013 - Present
Perceptive Advisors August 2013 - Present
UBS Investment Bank September 2010 - August 2013
Credit Suisse August 2002 - September 2010
Education
Georgetown University - The McDonough School of Business 2000 — 2002
MBA, Management
The Johns Hopkins University 1993 — 1996
J. Scott Eveleth J. Scott Eveleth's UBS Investment Bank Experience August 1987 - May 1997
Job President
Industry Financial Services
Experience
Exane, Inc. May 1999 - Present
ING Barings May 1997 - May 1999
UBS Investment Bank August 1987 - May 1997
NASD, Inc. September 1985 - August 1987
Skills
Securities, Derivatives, Treasury, Financial Reporting, Compliance, Human Resources, Microsoft Access, Equities, Investment Banking, Capital Markets, Finance, Financial Services, Corporate Finance, Back Office, Fixed Income, Bloomberg, Hedge Funds
Education
Michigan State University - The Eli Broad College of Business 1983 — 1985
MBA, Finance
Hamilton College 1978 — 1982
BA, Sociology & Studio Art
Exane, Inc. May 1999 - Present
ING Barings May 1997 - May 1999
UBS Investment Bank August 1987 - May 1997
NASD, Inc. September 1985 - August 1987
Skills
Securities, Derivatives, Treasury, Financial Reporting, Compliance, Human Resources, Microsoft Access, Equities, Investment Banking, Capital Markets, Finance, Financial Services, Corporate Finance, Back Office, Fixed Income, Bloomberg, Hedge Funds
Education
Michigan State University - The Eli Broad College of Business 1983 — 1985
MBA, Finance
Hamilton College 1978 — 1982
BA, Sociology & Studio Art
Mark Doehla's UBS Investment Bank Experience 2000 - 2005
Job Vice President Corporate Bonds & Derivatives at Sentinel Investments
Industry Investment Management
Experience
Sentinel Investments 2008 - Present
Allianz of America, Inc. 2005 - 2008
UBS Investment Bank 2000 - 2005
First Union Securities 1996 - 2000
Skills
Asset Management, Credit Analysis, Equity Research, Investments, Financial Analysis, Trading, Portfolio Management, Mutual Funds, Bonds, Credit, Equities, High Yield, Securities, Valuation, Capital Markets, Investment Strategies, Financial Modeling, Investment Management, Financial Services, Financial Reporting, Buy-side, Equity Valuation, Sell Side, Alternative Investments, Fixed Income
Education
The College of William and Mary - The Mason School of Business 1997 — 1999
Master of Business Administration (M.B.A.), Finance
Hamilton College 1989 — 1993
Bachelor of Arts (B.A.), Economics
New Canaan High School 1985 — 1989
Sentinel Investments 2008 - Present
Allianz of America, Inc. 2005 - 2008
UBS Investment Bank 2000 - 2005
First Union Securities 1996 - 2000
Skills
Asset Management, Credit Analysis, Equity Research, Investments, Financial Analysis, Trading, Portfolio Management, Mutual Funds, Bonds, Credit, Equities, High Yield, Securities, Valuation, Capital Markets, Investment Strategies, Financial Modeling, Investment Management, Financial Services, Financial Reporting, Buy-side, Equity Valuation, Sell Side, Alternative Investments, Fixed Income
Education
The College of William and Mary - The Mason School of Business 1997 — 1999
Master of Business Administration (M.B.A.), Finance
Hamilton College 1989 — 1993
Bachelor of Arts (B.A.), Economics
New Canaan High School 1985 — 1989
Robert Baggio Robert Baggio's UBS Investment Bank Experience June 2007 - August 2007
Job Vice President at Rotation Capital Management, LP.
Industry Investment Banking
Experience
Rotation Capital Management, LP. July 2015 - Present
GLC Advisors & Co., LLC July 2011 - June 2015
Constellation Energy March 2010 - May 2011
Stifel Nicolaus June 2008 - December 2009
UBS Investment Bank June 2007 - August 2007
Skills
Restructuring, Financial Advisory, Distressed Debt, Financial Modeling, Valuation, Capital Markets, Investment Banking, Fixed Income, Equity Research, Private Equity, Equities, Financial Analysis, Hedge Funds, Mergers & Acquisitions, Smartphones
Education
Georgetown University 2003 — 2007
B.S.B.A., Finance
Rotation Capital Management, LP. July 2015 - Present
GLC Advisors & Co., LLC July 2011 - June 2015
Constellation Energy March 2010 - May 2011
Stifel Nicolaus June 2008 - December 2009
UBS Investment Bank June 2007 - August 2007
Skills
Restructuring, Financial Advisory, Distressed Debt, Financial Modeling, Valuation, Capital Markets, Investment Banking, Fixed Income, Equity Research, Private Equity, Equities, Financial Analysis, Hedge Funds, Mergers & Acquisitions, Smartphones
Education
Georgetown University 2003 — 2007
B.S.B.A., Finance
Jonathan Mabry Jonathan Mabry's UBS Investment Bank Experience June 2007 - August 2007
Job Business Development Manager at Microsoft
Industry Internet
Experience
Samsung June 2014 - August 2014
Google September 2012 - June 2013
Google February 2011 - August 2012
Google July 2009 - January 2011
Google May 2008 - August 2008
UBS Investment Bank June 2007 - August 2007
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.)
Yale University 2005 — 2009
Bachelor of Arts (B.A.) with Distinction
Georgetown Preparatory School 2001 — 2005
Samsung June 2014 - August 2014
Google September 2012 - June 2013
Google February 2011 - August 2012
Google July 2009 - January 2011
Google May 2008 - August 2008
UBS Investment Bank June 2007 - August 2007
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.)
Yale University 2005 — 2009
Bachelor of Arts (B.A.) with Distinction
Georgetown Preparatory School 2001 — 2005
Larry Goldfarb's UBS Investment Bank Experience 2000 - 2005
Job Director of Sales at Erado
Industry Computer Software
Experience
Erado June 2014 - Present
UBS January 2014 - June 2014
Macquarie Group April 2013 - December 2013
Larry Goldfarb Consulting October 2010 - March 2013
Compliance11 October 2005 - October 2010
UBS Investment Bank 2000 - 2005
Union Bank of Switzerland 1995 - 2000
Salomon Brothers May 1986 - May 1993
Skills
Start-ups, Product Management, Business Strategy, SaaS, Mergers, Project Management, Marketing Strategy, Leadership, Management, Hedge Funds, Equities, Marketing, Financial Services, Cross-functional Team..., Entrepreneurship, Financial Analysis, Program Management, Mergers & Acquisitions, Securities, Finance, Business Development, Risk Management, Alternative Investments, Investments
Education
New York University - Leonard N. Stern School of Business 1984 — 1987
MBA
The London School of Economics and Political Science (LSE) 1983 — 1984
GD
Hamilton College 1979 — 1983
Bachelor of Arts (B.A.)
Pingry 1971 — 1979
high school diploma
Erado June 2014 - Present
UBS January 2014 - June 2014
Macquarie Group April 2013 - December 2013
Larry Goldfarb Consulting October 2010 - March 2013
Compliance11 October 2005 - October 2010
UBS Investment Bank 2000 - 2005
Union Bank of Switzerland 1995 - 2000
Salomon Brothers May 1986 - May 1993
Skills
Start-ups, Product Management, Business Strategy, SaaS, Mergers, Project Management, Marketing Strategy, Leadership, Management, Hedge Funds, Equities, Marketing, Financial Services, Cross-functional Team..., Entrepreneurship, Financial Analysis, Program Management, Mergers & Acquisitions, Securities, Finance, Business Development, Risk Management, Alternative Investments, Investments
Education
New York University - Leonard N. Stern School of Business 1984 — 1987
MBA
The London School of Economics and Political Science (LSE) 1983 — 1984
GD
Hamilton College 1979 — 1983
Bachelor of Arts (B.A.)
Pingry 1971 — 1979
high school diploma
Ezra Okon's UBS Investment Bank Experience 2009 - 2009
Job Strategy / M&A professional with significant operational experience
Industry Financial Services
Experience
Antera Therapeutics June 2015 - Present
Antera Therapeutics June 2015 - Present
Urbanr January 2015 - May 2015
The Boston Consulting Group June 2014 - August 2014
United Technologies February 2012 - June 2013
United Technologies July 2010 - August 2012
UConn Television Station August 2009 - May 2010
UBS Investment Bank 2009 - 2009
Education
Harvard Business School 2013 — 2015
MBA Candidate, First-year Honors (top 15-20%)
The University of Connecticut 2006 — 2010
Finance, Mathematics, Management Information Systems, 3.8
Antera Therapeutics June 2015 - Present
Antera Therapeutics June 2015 - Present
Urbanr January 2015 - May 2015
The Boston Consulting Group June 2014 - August 2014
United Technologies February 2012 - June 2013
United Technologies July 2010 - August 2012
UConn Television Station August 2009 - May 2010
UBS Investment Bank 2009 - 2009
Education
Harvard Business School 2013 — 2015
MBA Candidate, First-year Honors (top 15-20%)
The University of Connecticut 2006 — 2010
Finance, Mathematics, Management Information Systems, 3.8
Lindsay Gurbacki Lindsay Gurbacki's UBS Investment Bank Experience November 2014 - Present
Job Compliance with Dodd Frank, OCR, and Market Access at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank November 2014 - Present
UBS Investment Bank July 2014 - November 2014
Alaric Compliance Services, LLC October 2013 - October 2013
Consumer Bankruptcy Project- New York City Bar Association January 2013 - May 2013
Center for Financial Services Law August 2011 - May 2013
Professor Houman Shadab January 2012 - December 2012
Lexis Nexis August 2011 - December 2012
Alaric Compliance Services, LLC June 2012 - September 2012
Professor Houman Shadab September 2011 - December 2011
Linkage, Inc. September 2008 - July 2010
Skills
Social Media, Contract Negotiation, Training, Sales, Courts, Banking, Leadership Development, Research, Investments, Finance, Proposal Writing, Securities, Legal Writing, Bankruptcy, Legal Research, Financial Services
Education
New York Law School 2010 — 2013
J.D.
Georgia State University 2009 — 2009
M.S., Sport Business Management
The University of Kansas 2003 — 2006
B.S., Journalism
UBS Investment Bank November 2014 - Present
UBS Investment Bank July 2014 - November 2014
Alaric Compliance Services, LLC October 2013 - October 2013
Consumer Bankruptcy Project- New York City Bar Association January 2013 - May 2013
Center for Financial Services Law August 2011 - May 2013
Professor Houman Shadab January 2012 - December 2012
Lexis Nexis August 2011 - December 2012
Alaric Compliance Services, LLC June 2012 - September 2012
Professor Houman Shadab September 2011 - December 2011
Linkage, Inc. September 2008 - July 2010
Skills
Social Media, Contract Negotiation, Training, Sales, Courts, Banking, Leadership Development, Research, Investments, Finance, Proposal Writing, Securities, Legal Writing, Bankruptcy, Legal Research, Financial Services
Education
New York Law School 2010 — 2013
J.D.
Georgia State University 2009 — 2009
M.S., Sport Business Management
The University of Kansas 2003 — 2006
B.S., Journalism
Miles Kitchin's UBS Investment Bank Experience August 2012 - December 2012
Job Counsel at D. E. Shaw & Co., L.P.
Industry Financial Services
Experience
The D. E. Shaw Group January 2014 - Present
Fried, Frank, Harris, Shriver & Jacobson LLP October 2010 - January 2014
UBS Investment Bank August 2012 - December 2012
Bank of America July 2011 - December 2011
Deutsche Bank Securities April 2010 - September 2010
Morrison & Foerster LLP August 2009 - September 2010
McKee Nelson LLP (n/k/a Bingham McCutchen LLP) 2008 - 2009
UBS Investment Bank September 2006 - September 2007
McGrigors LLP July 2006 - July 2006
Lawrence Graham LLP July 2005 - July 2005
Skills
Derivatives, Distressed Debt, Securities Law, Securities, Securities Regulation, LSTA, ISDA, Corporate Law, Hedge Funds, Investment Banking, Corporate Governance, Financial Structuring, Structured Products, Restructuring, Due Diligence, Dodd-Frank, Asset Management, Clearing, Legal Writing, Legal Research, Document Drafting, Futures
Education
Georgetown University Law Center 2007 — 2008
LL.M.
Oxford Institute of Legal Practice 2005 — 2006
LPC
The London School of Economics and Political Science (LSE) 2002 — 2005
B.A.
Saint Peter's School, York
A-Levels
The D. E. Shaw Group January 2014 - Present
Fried, Frank, Harris, Shriver & Jacobson LLP October 2010 - January 2014
UBS Investment Bank August 2012 - December 2012
Bank of America July 2011 - December 2011
Deutsche Bank Securities April 2010 - September 2010
Morrison & Foerster LLP August 2009 - September 2010
McKee Nelson LLP (n/k/a Bingham McCutchen LLP) 2008 - 2009
UBS Investment Bank September 2006 - September 2007
McGrigors LLP July 2006 - July 2006
Lawrence Graham LLP July 2005 - July 2005
Skills
Derivatives, Distressed Debt, Securities Law, Securities, Securities Regulation, LSTA, ISDA, Corporate Law, Hedge Funds, Investment Banking, Corporate Governance, Financial Structuring, Structured Products, Restructuring, Due Diligence, Dodd-Frank, Asset Management, Clearing, Legal Writing, Legal Research, Document Drafting, Futures
Education
Georgetown University Law Center 2007 — 2008
LL.M.
Oxford Institute of Legal Practice 2005 — 2006
LPC
The London School of Economics and Political Science (LSE) 2002 — 2005
B.A.
Saint Peter's School, York
A-Levels
Anthony Giovinazzo, C.Dir., A.C.C. Anthony Giovinazzo, C.Dir., A.C.C.'s UBS Investment Bank Experience August 1986 - January 1988
Job Director, President, CEO & Inventor at Cynapsus Therapeutics
Industry Pharmaceuticals
Experience
Cynapsus Therapeutics Inc. November 2009 - Present
Cervelo Pharmaceuticals Inc. April 2006 - March 2010
Cita NeuroPharmaceuticals Inc. October 2002 - March 2006
Prescient NeuroPharma Inc. September 1998 - September 2002
Nova Molecular Inc. February 1997 - September 1998
MDS Capital (now Lumira) September 1994 - December 1997
Giovinazzo & Co September 1991 - August 1994
Continental Merchant Bank February 1988 - June 1991
UBS Investment Bank August 1986 - January 1988
Skills
Mergers, Change Management, Biotechnology, Corporate Development, Board Governance & Audit, CNS Clinical Development, Parkinson's,..., Asset Management, Auditing, Biopharmaceuticals, Board Governance, Business Development, Business Planning, Business Strategy, Clinical Development, Clinical Research, Clinical Trials, Corporate Governance, Commercialization, Corporate Finance, Corporate Law, Drug Development, Due Diligence, Entrepreneurship, Equities, Finance, Financial Services, Investments, Leadership, Life Sciences, Lifesciences, Management, Mergers, Negotiation, Neurology, Neuroscience, Pharmaceutical Industry, Pharmaceutics, Portfolio Management, Private Equity, Strategic Partnerships, Strategic Planning, Strategy, Team Building, Venture Capital
Education
Harvard Business School 2006 — 2006
Leadership &; Strategy in Biotech &; Pharmaceutical Companies
McMaster University 2006 — 2006
C.Dir, Board Governance
IMD Business School 1985 — 1986
MBA, International business
York University - Osgoode Hall Law School 1983 — 1984
CSCL, Special Graduate Program in Tax & Internatioanl law of Business
McMaster University 1975 — 1978
BA, Economics & Accounting
St. Mary's Catholic Secondary School
Cynapsus Therapeutics Inc. November 2009 - Present
Cervelo Pharmaceuticals Inc. April 2006 - March 2010
Cita NeuroPharmaceuticals Inc. October 2002 - March 2006
Prescient NeuroPharma Inc. September 1998 - September 2002
Nova Molecular Inc. February 1997 - September 1998
MDS Capital (now Lumira) September 1994 - December 1997
Giovinazzo & Co September 1991 - August 1994
Continental Merchant Bank February 1988 - June 1991
UBS Investment Bank August 1986 - January 1988
Skills
Mergers, Change Management, Biotechnology, Corporate Development, Board Governance & Audit, CNS Clinical Development, Parkinson's,..., Asset Management, Auditing, Biopharmaceuticals, Board Governance, Business Development, Business Planning, Business Strategy, Clinical Development, Clinical Research, Clinical Trials, Corporate Governance, Commercialization, Corporate Finance, Corporate Law, Drug Development, Due Diligence, Entrepreneurship, Equities, Finance, Financial Services, Investments, Leadership, Life Sciences, Lifesciences, Management, Mergers, Negotiation, Neurology, Neuroscience, Pharmaceutical Industry, Pharmaceutics, Portfolio Management, Private Equity, Strategic Partnerships, Strategic Planning, Strategy, Team Building, Venture Capital
Education
Harvard Business School 2006 — 2006
Leadership &; Strategy in Biotech &; Pharmaceutical Companies
McMaster University 2006 — 2006
C.Dir, Board Governance
IMD Business School 1985 — 1986
MBA, International business
York University - Osgoode Hall Law School 1983 — 1984
CSCL, Special Graduate Program in Tax & Internatioanl law of Business
McMaster University 1975 — 1978
BA, Economics & Accounting
St. Mary's Catholic Secondary School
Susan Glen Susan Glen's UBS Investment Bank Experience June 1996 - March 1998
Job Marketing + Designer Programs for Decorist
Industry Internet
Experience
Decorist April 2014 - Present
Slingshot Marketing, Inc. April 2010 - April 2014
Morgan Walke October 1999 - March 2001
Merrill Lynch March 1998 - October 1999
UBS Investment Bank June 1996 - March 1998
Skills
Online Marketing, Business Development, Social Media Marketing, Product Development, Strategic Partnerships, Social Networking, Brand Development, E-commerce, Internet Services, Fundraising, Customer Relations, Strategy, Management
Education
Georgetown University 1988 — 1992
Bachelor's Degree, International Relations and Affairs
George School 1986 — 1988
High School
Decorist April 2014 - Present
Slingshot Marketing, Inc. April 2010 - April 2014
Morgan Walke October 1999 - March 2001
Merrill Lynch March 1998 - October 1999
UBS Investment Bank June 1996 - March 1998
Skills
Online Marketing, Business Development, Social Media Marketing, Product Development, Strategic Partnerships, Social Networking, Brand Development, E-commerce, Internet Services, Fundraising, Customer Relations, Strategy, Management
Education
Georgetown University 1988 — 1992
Bachelor's Degree, International Relations and Affairs
George School 1986 — 1988
High School
Stephen Caprio Stephen Caprio's UBS Investment Bank Experience July 2014 - Present
Job US Credit Strategist at UBS Investment Bank
Industry Investment Management
Experience
UBS Investment Bank July 2014 - Present
Bridgewater Associates June 2012 - March 2014
Bridgewater Associates January 2011 - June 2012
JPMorgan Chase & Co July 2007 - June 2009
Skills
Portfolio Management, Hedge Funds, Investments, Finance, Strategy, Investment Strategies, Fixed Income, Bloomberg, Equities, Derivatives, Financial Modeling, Credit, Valuation, Economics
Education
University of Oxford - Said Business School 2009 — 2010
MSc, Financial Economics
Grove City College 2003 — 2007
Bachelor of Science, Major: Finance; Minor: Mathematics, 3.96/4.0; Major GPA: 4.0/4.0
UBS Investment Bank July 2014 - Present
Bridgewater Associates June 2012 - March 2014
Bridgewater Associates January 2011 - June 2012
JPMorgan Chase & Co July 2007 - June 2009
Skills
Portfolio Management, Hedge Funds, Investments, Finance, Strategy, Investment Strategies, Fixed Income, Bloomberg, Equities, Derivatives, Financial Modeling, Credit, Valuation, Economics
Education
University of Oxford - Said Business School 2009 — 2010
MSc, Financial Economics
Grove City College 2003 — 2007
Bachelor of Science, Major: Finance; Minor: Mathematics, 3.96/4.0; Major GPA: 4.0/4.0
Schuyler Sampson, CFP® Schuyler Sampson, CFP®'s UBS Investment Bank Experience December 2003 - September 2006
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services September 2006 - Present
UBS Investment Bank December 2003 - September 2006
Ernst & Young October 2000 - December 2003
Skills
Asset Allocation, Wealth Management, Series 7
Education
Hampton University 1997 — 2000
Bachelor's degree, Accounting
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1997
Engineering
Franklin High School 1991 — 1995
UBS Financial Services September 2006 - Present
UBS Investment Bank December 2003 - September 2006
Ernst & Young October 2000 - December 2003
Skills
Asset Allocation, Wealth Management, Series 7
Education
Hampton University 1997 — 2000
Bachelor's degree, Accounting
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1997
Engineering
Franklin High School 1991 — 1995
David Hindman's UBS Investment Bank Experience May 2002 - August 2002
Job Senior Professional in Energy Investing, Trading and Operations
Industry Oil & Energy
Experience
Direct Energy December 2013 - December 2014
Direct Energy November 2010 - November 2013
McKinsey & Company July 2003 - October 2010
UBS Investment Bank May 2002 - August 2002
Thayer Capital Partners June 2000 - September 2001
McKinsey & Company July 1998 - May 2000
Skills
Energy, Mergers, Natural Gas, Due Diligence, Financial Modeling, Renewable Energy, Business Strategy, Valuation, Commodity Markets, Energy Markets, Management Consulting, Acquisition Integration, Strategic Planning, Energy Efficiency, Business Development, Corporate Finance, Hedging, Private Equity, Strategy, Commodity, Thought Leadership, Risk Management, Energy Industry, Mergers & Acquisitions, Portfolio Management, Electricity Markets, Electric Power, Power Generation, Management, Financial Analysis, Leadership, Analysis, Trading, Finance, Executive Management
Education
Harvard Business School 2001 — 2003
Master of Business Administration (MBA), General Management and Corporate Finance
Rice University 1994 — 1998
Bachelor of Science (B.S.), Mechanical Engineering, cum laude
Rice University 1994 — 1998
Bachelor of Arts (B.A.), Economics, cum laude
Direct Energy December 2013 - December 2014
Direct Energy November 2010 - November 2013
McKinsey & Company July 2003 - October 2010
UBS Investment Bank May 2002 - August 2002
Thayer Capital Partners June 2000 - September 2001
McKinsey & Company July 1998 - May 2000
Skills
Energy, Mergers, Natural Gas, Due Diligence, Financial Modeling, Renewable Energy, Business Strategy, Valuation, Commodity Markets, Energy Markets, Management Consulting, Acquisition Integration, Strategic Planning, Energy Efficiency, Business Development, Corporate Finance, Hedging, Private Equity, Strategy, Commodity, Thought Leadership, Risk Management, Energy Industry, Mergers & Acquisitions, Portfolio Management, Electricity Markets, Electric Power, Power Generation, Management, Financial Analysis, Leadership, Analysis, Trading, Finance, Executive Management
Education
Harvard Business School 2001 — 2003
Master of Business Administration (MBA), General Management and Corporate Finance
Rice University 1994 — 1998
Bachelor of Science (B.S.), Mechanical Engineering, cum laude
Rice University 1994 — 1998
Bachelor of Arts (B.A.), Economics, cum laude
William Dentzer William Dentzer's UBS Investment Bank Experience June 2002 - May 2005
Job Reporter, The Idaho Statesman
Industry Newspapers
Experience
Corporate Communications, Media Relations September 2012 - Present
Bain & Company November 2011 - May 2012
Associated Press January 2011 - June 2011
Arup May 2005 - July 2009
UBS Investment Bank June 2002 - May 2005
Various 1985 - 2000
Skills
Media Relations, Internal Communications, Public Relations, Corporate Communications, Press Releases, Writing, Marketing Communications, Crisis Communications, Public Speaking, Editorial, Editing, Journalism, Publications, Editorial Process, Business Communications, Brand Development, Communication, Website Development, Internet Communications, Wordpress, Dreamweaver, Print Publication Design, Vocus, Speech Writing, Social Networking, Advertising, WordPress, Video Production, Strategic Communications, Strategy, Storytelling, Magazines, Corporate Branding, Communications Planning, Corporate Social..., Reputation Management, Newspapers, Newsletters, Blogging, Messaging, Copywriting, Content Strategy, Marketing, Copy Editing, Content Management, Publicity, Web Content Management, Photography, Content Development, Web Content
Education
Hamilton College
BA, American Studies
Corporate Communications, Media Relations September 2012 - Present
Bain & Company November 2011 - May 2012
Associated Press January 2011 - June 2011
Arup May 2005 - July 2009
UBS Investment Bank June 2002 - May 2005
Various 1985 - 2000
Skills
Media Relations, Internal Communications, Public Relations, Corporate Communications, Press Releases, Writing, Marketing Communications, Crisis Communications, Public Speaking, Editorial, Editing, Journalism, Publications, Editorial Process, Business Communications, Brand Development, Communication, Website Development, Internet Communications, Wordpress, Dreamweaver, Print Publication Design, Vocus, Speech Writing, Social Networking, Advertising, WordPress, Video Production, Strategic Communications, Strategy, Storytelling, Magazines, Corporate Branding, Communications Planning, Corporate Social..., Reputation Management, Newspapers, Newsletters, Blogging, Messaging, Copywriting, Content Strategy, Marketing, Copy Editing, Content Management, Publicity, Web Content Management, Photography, Content Development, Web Content
Education
Hamilton College
BA, American Studies
Elena Margaret Mixon's UBS Investment Bank Experience August 2007 - December 2009
Job Facialist | Founder of ELENA RUBIN SKIN CARE | CoFounder of ETHOS COLLECTIVE WELLNESS
Industry Health, Wellness and Fitness
Experience
Elena Rubin Skin Care 2010 - Present
Ethos Collective Wellness January 2011 - March 2015
Scientifica Skincare Inc. 2009 - 2010
UBS Investment Bank August 2007 - December 2009
McKinsey & Company September 2003 - August 2005
Skills
Reiki, Holistic Health, Skin Care, Wellness, Nutrition, Private Equity, Treatment, Yoga, Acne, Skin, Consumer Products, Alternative Medicine, Stress, Rosacea, Sensitive Skin, Business Strategy, Strategic Consulting
Education
Harvard Business School 2005 — 2007
MBA, General Management
Georgia Institute of Technology 1999 — 2003
BS, Industrial & Systems Engineering, Minor in Economics, President's Scholar, Graduated with High Honors
Elena Rubin Skin Care 2010 - Present
Ethos Collective Wellness January 2011 - March 2015
Scientifica Skincare Inc. 2009 - 2010
UBS Investment Bank August 2007 - December 2009
McKinsey & Company September 2003 - August 2005
Skills
Reiki, Holistic Health, Skin Care, Wellness, Nutrition, Private Equity, Treatment, Yoga, Acne, Skin, Consumer Products, Alternative Medicine, Stress, Rosacea, Sensitive Skin, Business Strategy, Strategic Consulting
Education
Harvard Business School 2005 — 2007
MBA, General Management
Georgia Institute of Technology 1999 — 2003
BS, Industrial & Systems Engineering, Minor in Economics, President's Scholar, Graduated with High Honors
Carl Wilking Carl Wilking's UBS Investment Bank Experience August 2009 - August 2010
Job Inside Sales Executive at Imation
Industry Real Estate
Experience
Imation January 2015 - Present
Best Buy 2010 - Present
RentersWarehouse.com June 2012 - January 2015
UBS Investment Bank August 2009 - August 2010
Skills
Customer Service, Management, Marketing, Sales, Microsoft Office, Leadership, Account Management, Training, New Business Development, Project Management, Customer Satisfaction, Negotiation, Sales Management, Team Building, Strategic Planning, PowerPoint
Education
St. Mary’s University College, Twickenham UK 2009 — 2010
Certificate in International Business Practice, International Business
Gustavus Adolphus College 2004 — 2008
BA, Business Management
Imation January 2015 - Present
Best Buy 2010 - Present
RentersWarehouse.com June 2012 - January 2015
UBS Investment Bank August 2009 - August 2010
Skills
Customer Service, Management, Marketing, Sales, Microsoft Office, Leadership, Account Management, Training, New Business Development, Project Management, Customer Satisfaction, Negotiation, Sales Management, Team Building, Strategic Planning, PowerPoint
Education
St. Mary’s University College, Twickenham UK 2009 — 2010
Certificate in International Business Practice, International Business
Gustavus Adolphus College 2004 — 2008
BA, Business Management
Anish Jain Anish Jain's UBS Investment Bank Experience July 2007 - July 2008
Job Entrepreneur
Industry Oil & Energy
Experience
Entrepreneur May 2015 - Present
FTS International February 2015 - May 2015
FTS International May 2014 - February 2015
FTS International May 2011 - April 2014
Temasek Holdings July 2008 - May 2012
UBS Investment Bank July 2007 - July 2008
Agilent Technologies 2006 - 2007
MIT Sloan February 2004 - May 2006
Partner5 May 2004 - April 2005
Education
Wharton School, University of Pennsylvania
Master of Business Administration (M.B.A.), Finance and Strategy
Harvard Business School
Executive Education, Building Businesses in Emerging Markets
Tufts University
Master's Degree, Engineering
Tufts University
Bachelor's Degree, Mechanical Engineering & Quantitative Economics
Singapore American School
High School, (Honors)
Entrepreneur May 2015 - Present
FTS International February 2015 - May 2015
FTS International May 2014 - February 2015
FTS International May 2011 - April 2014
Temasek Holdings July 2008 - May 2012
UBS Investment Bank July 2007 - July 2008
Agilent Technologies 2006 - 2007
MIT Sloan February 2004 - May 2006
Partner5 May 2004 - April 2005
Education
Wharton School, University of Pennsylvania
Master of Business Administration (M.B.A.), Finance and Strategy
Harvard Business School
Executive Education, Building Businesses in Emerging Markets
Tufts University
Master's Degree, Engineering
Tufts University
Bachelor's Degree, Mechanical Engineering & Quantitative Economics
Singapore American School
High School, (Honors)
Douglas Abbott Douglas Abbott's UBS Investment Bank Experience October 2008 - June 2009
Job Manager, Editorial Analytics at Hearst Magazines
Industry Online Media
Experience
Hearst Magazines June 2015 - Present
NBCUniversal, Inc. May 2011 - May 2015
GE Capital July 2009 - October 2010
UBS Investment Bank October 2008 - June 2009
The White House May 2007 - September 2007
Skills
Financial Modeling, Financial Analysis, Microsoft Office, Microsoft Excel, Research, Market Research, Microsoft Word, Data Analysis, Finance, Marketing, PowerPoint, Project Management, Due Diligence, Risk Management, Strategic Planning, Outlook, Analysis, Nielsen Data, Wide Orbit, SPSS, SAS, Kantar, MRI, comScore, WRAP, Adobe Omniture, Simmons, Tableau
Education
The University of Connecticut School of Business 2013 — 2015
Graduate School - Marketing Intelligence
Green Mountain College 2003 — 2008
B.S, Economics and Business Management
Hearst Magazines June 2015 - Present
NBCUniversal, Inc. May 2011 - May 2015
GE Capital July 2009 - October 2010
UBS Investment Bank October 2008 - June 2009
The White House May 2007 - September 2007
Skills
Financial Modeling, Financial Analysis, Microsoft Office, Microsoft Excel, Research, Market Research, Microsoft Word, Data Analysis, Finance, Marketing, PowerPoint, Project Management, Due Diligence, Risk Management, Strategic Planning, Outlook, Analysis, Nielsen Data, Wide Orbit, SPSS, SAS, Kantar, MRI, comScore, WRAP, Adobe Omniture, Simmons, Tableau
Education
The University of Connecticut School of Business 2013 — 2015
Graduate School - Marketing Intelligence
Green Mountain College 2003 — 2008
B.S, Economics and Business Management
Danielle Lalli Danielle Lalli's UBS Investment Bank Experience July 2010 - August 2012
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
American Securities August 2012 - July 2014
UBS Investment Bank July 2010 - August 2012
UBS Investment Bank June 2009 - August 2009
Ford Motor Company June 2008 - August 2008
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Finance and Accounting
American Securities August 2012 - July 2014
UBS Investment Bank July 2010 - August 2012
UBS Investment Bank June 2009 - August 2009
Ford Motor Company June 2008 - August 2008
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Finance and Accounting
Manuel Perez- Alonso Manuel Perez- Alonso's UBS Investment Bank Experience April 2015 - Present
Job Equity Research Associate at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank April 2015 - Present
Proscenium Capital June 2014 - Present
UBS Wealth Management September 2013 - December 2014
American Bodyworks Fitness August 2012 - November 2013
Skills
Sales, Fitness Training, Public Speaking, Tutoring, Teaching, Research, Higher Education, Time Management, Analytics, Social Networking, Analysis, Access, Finance, Investments, Strategy, Strategic Planning, Marketing, Management, Financial Modeling, Financial Analysis, Risk Management, Marketing Strategy
Education
Georgia State University 2010 — 2014
Bachelor's degree, Economics
Saint Pius X 2006 — 2010
High School
UBS Investment Bank April 2015 - Present
Proscenium Capital June 2014 - Present
UBS Wealth Management September 2013 - December 2014
American Bodyworks Fitness August 2012 - November 2013
Skills
Sales, Fitness Training, Public Speaking, Tutoring, Teaching, Research, Higher Education, Time Management, Analytics, Social Networking, Analysis, Access, Finance, Investments, Strategy, Strategic Planning, Marketing, Management, Financial Modeling, Financial Analysis, Risk Management, Marketing Strategy
Education
Georgia State University 2010 — 2014
Bachelor's degree, Economics
Saint Pius X 2006 — 2010
High School
Colin Doherty's UBS Investment Bank Experience October 2013 - March 2015
Job Associate Structured Equity Financing at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan April 2015 - Present
UBS Investment Bank October 2013 - March 2015
UBS Investment Bank August 2011 - October 2013
UBS Investment Bank June 2010 - August 2010
Unilever July 2009 - December 2009
Education
Georgia Institute of Technology 2007 — 2011
BS, Industrial and Systems Engineering; Concentration in Financial Engineering
National University of Singapore 2009 — 2009
J.P. Morgan April 2015 - Present
UBS Investment Bank October 2013 - March 2015
UBS Investment Bank August 2011 - October 2013
UBS Investment Bank June 2010 - August 2010
Unilever July 2009 - December 2009
Education
Georgia Institute of Technology 2007 — 2011
BS, Industrial and Systems Engineering; Concentration in Financial Engineering
National University of Singapore 2009 — 2009
Pia Cromwell's UBS Investment Bank Experience June 2004 - December 2005
Job Contracted Special Events Manager/Coordinator at House of Sarah and Levin
Industry Higher Education
Experience
New York University May 2014 - Present
House of Sarah and Levin December 2013 - Present
HDRF March 2011 - December 2013
FEE January 2006 - October 2009
UBS Investment Bank June 2004 - December 2005
Think Street Marketing May 2002 - April 2004
Skills
Raiser's Edge Certified, Microsoft Word, Excel,..., AP Workflow Certified, Social Media Savy
Education
Hampton University 1998 — 2002
Bachelor's Degree, Business Management and Entrepreneurial Studies, 3.4
New York University May 2014 - Present
House of Sarah and Levin December 2013 - Present
HDRF March 2011 - December 2013
FEE January 2006 - October 2009
UBS Investment Bank June 2004 - December 2005
Think Street Marketing May 2002 - April 2004
Skills
Raiser's Edge Certified, Microsoft Word, Excel,..., AP Workflow Certified, Social Media Savy
Education
Hampton University 1998 — 2002
Bachelor's Degree, Business Management and Entrepreneurial Studies, 3.4
Yilun Li Yilun Li's UBS Investment Bank Experience June 2010 - August 2010
Job Private Equity Associate at ADIA
Industry Investment Banking
Experience
ADIA October 2014 - Present
Citi June 2011 - September 2014
UBS Investment Bank June 2010 - August 2010
Skills
Derivatives, Bloomberg, Business Strategy, Investment Banking, Financial Modeling, Trading, Chinese, PowerPoint, Research
Education
Georgetown University 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
Georgetown University, McDonough School of Business 2007 — 2011
Bachelor of Science (BS), Finance and Accounting
University of Oxford, Trinity College
ADIA October 2014 - Present
Citi June 2011 - September 2014
UBS Investment Bank June 2010 - August 2010
Skills
Derivatives, Bloomberg, Business Strategy, Investment Banking, Financial Modeling, Trading, Chinese, PowerPoint, Research
Education
Georgetown University 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
Georgetown University, McDonough School of Business 2007 — 2011
Bachelor of Science (BS), Finance and Accounting
University of Oxford, Trinity College
Samantha Sutton Samantha Sutton's UBS Investment Bank Experience January 2011 - August 2011
Job Special Assistant at U.S. Department of State
Industry International Affairs
Experience
U.S. Department of State September 2013 - Present
Global Partnership Initiative February 2013 - Present
UBS Investment Bank January 2011 - August 2011
Human Rights Watch February 2010 - December 2010
Education
Georgetown University 2005 — 2009
Semester at Sea 2007 — 2007
U.S. Department of State September 2013 - Present
Global Partnership Initiative February 2013 - Present
UBS Investment Bank January 2011 - August 2011
Human Rights Watch February 2010 - December 2010
Education
Georgetown University 2005 — 2009
Semester at Sea 2007 — 2007
David Mell's UBS Investment Bank Experience July 2004 - July 2007
Job Director at Wells Fargo Securities
Industry Venture Capital & Private Equity
Experience
Wells Fargo Securities June 2012 - Present
Coller Capital September 2010 - August 2012
MacAndrews and Forbes August 2007 - September 2010
UBS Investment Bank July 2004 - July 2007
Dresdner Kleinwort Wasserstein July 2002 - July 2004
Wasserstein Perella 2002 - 2004
Skills
Valuation, Financial Modeling, Portfolio Management, Deal Structuring, Forecasting
Education
Georgetown University - The McDonough School of Business 1998 — 2002
BS, Finance / International Business
UNSW Australia 2000 — 2000
Finance
Poly Prep 1994 — 1998
High School, High School
Wells Fargo Securities June 2012 - Present
Coller Capital September 2010 - August 2012
MacAndrews and Forbes August 2007 - September 2010
UBS Investment Bank July 2004 - July 2007
Dresdner Kleinwort Wasserstein July 2002 - July 2004
Wasserstein Perella 2002 - 2004
Skills
Valuation, Financial Modeling, Portfolio Management, Deal Structuring, Forecasting
Education
Georgetown University - The McDonough School of Business 1998 — 2002
BS, Finance / International Business
UNSW Australia 2000 — 2000
Finance
Poly Prep 1994 — 1998
High School, High School
Bonnie Cunningham Bonnie Cunningham's UBS Investment Bank Experience May 2012 - August 2012
Job Global Meeting and Event Manager
Industry Events Services
Experience
Meeting Professionals International - WestField Chapter 2001 - Present
BC Global Meetings & Events, LLC January 2010 - Present
Meeting Professionals International-WestField Chapter 2001 - June 2014
Jack Morton Worldwide January 2013 - October 2013
SWANK AV and Event Services January 2011 - January 2013
UBS Investment Bank May 2012 - August 2012
Evince Communications March 2011 - May 2012
PricewaterhouseCoopers August 2003 - December 2009
Jack Morton Worldwide December 2002 - March 2003
Jack Morton Worldwide December 2002 - March 2003
Skills
Event Management, Marketing, Proposal Writing, Strategic Planning, Workshop Facilitation, Event Planning, Fundraising, Leadership, Budgets, Hospitality Management, Sales, Corporate Events, Trade Shows, Public Speaking, Management, Training, Hotels, Meeting Planning, Social Media, Social Networking, Hospitality Industry, Business Development, Contract Negotiation, Strategy, Program Management, Time Management, Negotiation, Team Leadership, Project Planning, Customer Service, Human Resources, Project Management, Marketing Communications, Hospitality, Coaching, Public Relations, Sponsorship, Social Media Marketing
Education
Gibbs College
Horace Greeley High School
SUNY Plattsburgh
Sociology and Criminology
Meeting Professionals International - WestField Chapter 2001 - Present
BC Global Meetings & Events, LLC January 2010 - Present
Meeting Professionals International-WestField Chapter 2001 - June 2014
Jack Morton Worldwide January 2013 - October 2013
SWANK AV and Event Services January 2011 - January 2013
UBS Investment Bank May 2012 - August 2012
Evince Communications March 2011 - May 2012
PricewaterhouseCoopers August 2003 - December 2009
Jack Morton Worldwide December 2002 - March 2003
Jack Morton Worldwide December 2002 - March 2003
Skills
Event Management, Marketing, Proposal Writing, Strategic Planning, Workshop Facilitation, Event Planning, Fundraising, Leadership, Budgets, Hospitality Management, Sales, Corporate Events, Trade Shows, Public Speaking, Management, Training, Hotels, Meeting Planning, Social Media, Social Networking, Hospitality Industry, Business Development, Contract Negotiation, Strategy, Program Management, Time Management, Negotiation, Team Leadership, Project Planning, Customer Service, Human Resources, Project Management, Marketing Communications, Hospitality, Coaching, Public Relations, Sponsorship, Social Media Marketing
Education
Gibbs College
Horace Greeley High School
SUNY Plattsburgh
Sociology and Criminology
Salim Choueiki's UBS Investment Bank Experience June 2015 - August 2015
Job Incoming Equity Derivatives Trading Analyst at UBS Investment Bank
Industry Airlines/Aviation
Experience
Georgia Tech Office of the President January 2012 - Present
UBS Investment Bank June 2015 - August 2015
Delta Air Lines September 2014 - December 2014
ExxonMobil May 2014 - August 2014
Delta Air Lines January 2014 - May 2014
Delta Air Lines May 2012 - December 2013
Dairy Queen June 2008 - August 2011
Skills
Microsoft Office, Analysis, Microsoft Excel, PowerPoint, Customer Service, Data Analysis, Microsoft Word, Lean Manufacturing, Event Planning, VBA, Python, R, Supply Chain..., Refining Processes, KDB+
Education
Georgia Tech 2011 — 2015
Bachelor of Science (BS), Industrial and Systems Engineering, 3.86
Georgia Tech Office of the President January 2012 - Present
UBS Investment Bank June 2015 - August 2015
Delta Air Lines September 2014 - December 2014
ExxonMobil May 2014 - August 2014
Delta Air Lines January 2014 - May 2014
Delta Air Lines May 2012 - December 2013
Dairy Queen June 2008 - August 2011
Skills
Microsoft Office, Analysis, Microsoft Excel, PowerPoint, Customer Service, Data Analysis, Microsoft Word, Lean Manufacturing, Event Planning, VBA, Python, R, Supply Chain..., Refining Processes, KDB+
Education
Georgia Tech 2011 — 2015
Bachelor of Science (BS), Industrial and Systems Engineering, 3.86
Anwer Gheddai Anwer Gheddai's UBS Investment Bank Experience July 2011 - July 2012
Job Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs October 2012 - Present
UBS Investment Bank July 2011 - July 2012
Education
Georgia State University 2008 — 2011
Bachelor of Business Administration, Finance & Economics
Goldman Sachs October 2012 - Present
UBS Investment Bank July 2011 - July 2012
Education
Georgia State University 2008 — 2011
Bachelor of Business Administration, Finance & Economics
Bo Diamond Bo Diamond's UBS Investment Bank Experience June 2015 - Present
Job Associate Director at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank June 2015 - Present
Barclays Investment Bank August 2013 - May 2014
Barclays Investment Bank July 2011 - July 2013
Wells Fargo Securities May 2008 - July 2011
KTR Capital Partners July 2007 - August 2007
HADP Architecture, Inc May 2005 - May 2007
Skills
Corporate Finance, Financial Modeling, Financial Analysis, Investment Banking, Valuation, Investments, Capital Markets, Derivatives, Equity Derivatives, Finance, Banking, Bloomberg, Microsoft Excel, IPO, Capital Structure, Restructuring, Credit, Acquisitions, Analysis, Market Research, Equities, Fixed Income, Due Diligence, VBA, PowerPoint, Structured Finance, Securities, Strategy, Business Analysis, Business Strategy, Mergers & Acquisitions, Management, Project Management, Leadership
Education
Villanova University 2007 — 2008
Master of Science, Finance
Georgia Institute of Technology 2003 — 2007
BS, Architecture, Finance
UBS Investment Bank June 2015 - Present
Barclays Investment Bank August 2013 - May 2014
Barclays Investment Bank July 2011 - July 2013
Wells Fargo Securities May 2008 - July 2011
KTR Capital Partners July 2007 - August 2007
HADP Architecture, Inc May 2005 - May 2007
Skills
Corporate Finance, Financial Modeling, Financial Analysis, Investment Banking, Valuation, Investments, Capital Markets, Derivatives, Equity Derivatives, Finance, Banking, Bloomberg, Microsoft Excel, IPO, Capital Structure, Restructuring, Credit, Acquisitions, Analysis, Market Research, Equities, Fixed Income, Due Diligence, VBA, PowerPoint, Structured Finance, Securities, Strategy, Business Analysis, Business Strategy, Mergers & Acquisitions, Management, Project Management, Leadership
Education
Villanova University 2007 — 2008
Master of Science, Finance
Georgia Institute of Technology 2003 — 2007
BS, Architecture, Finance
Joe Bittlingmaier Joe Bittlingmaier's UBS Investment Bank Experience July 2011 - September 2012
Job Finance and Development at Revolution Vapor LLC
Industry Consumer Goods
Experience
Revolution Vapor LLC January 2013 - Present
UBS Investment Bank July 2011 - September 2012
The Hoya Newspaper October 2008 - March 2011
PricewaterhouseCoopers 2010 - 2010
IBM May 2008 - August 2009
Skills
Banking, Equities, Investment Banking, Equity Capital Markets, Capital Markets
Education
Georgetown University - The McDonough School of Business 2007 — 2011
Bachelor of Science in Business Administration, Operations & Information Management, Accounting
Revolution Vapor LLC January 2013 - Present
UBS Investment Bank July 2011 - September 2012
The Hoya Newspaper October 2008 - March 2011
PricewaterhouseCoopers 2010 - 2010
IBM May 2008 - August 2009
Skills
Banking, Equities, Investment Banking, Equity Capital Markets, Capital Markets
Education
Georgetown University - The McDonough School of Business 2007 — 2011
Bachelor of Science in Business Administration, Operations & Information Management, Accounting
Jack Shen Jack Shen's UBS Investment Bank Experience 2012 - 2013
Job Student at MIT Sloan School of Management
Industry Financial Services
Experience
MIT Sloan School of Management 2014 - Present
American Express / Lianlian Pay JV 2013 - 2014
UBS Investment Bank 2012 - 2013
Lianlian Yintong Electronic Payment Co.,Ltd June 2012 - September 2012
Capital Investments at Berkeley 2011 - 2012
UC Berkeley School of Information 2010 - 2012
UBS Investment Bank June 2011 - August 2011
AstraZeneca June 2010 - July 2010
Skills
Capital Raising, M&A experience, LBO, Data Analysis, Microsoft Office, R, Matlab, Financial Modeling, Investment Management, Statistical Modeling, Sketching, Emerging Markets, Financial Analysis, Corporate Finance, Financial Engineering, Stochastic Processes, Probability, Bloomberg, Quantitative Finance, Quantitative Analytics
Education
Harvard Business School 2014 — 2015
Cross-registration, Entrepreneurship in Healthcare
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2015
Master of Finance
University of California, Berkeley 2008 — 2012
Bachelor, Statistics
MIT Sloan School of Management 2014 - Present
American Express / Lianlian Pay JV 2013 - 2014
UBS Investment Bank 2012 - 2013
Lianlian Yintong Electronic Payment Co.,Ltd June 2012 - September 2012
Capital Investments at Berkeley 2011 - 2012
UC Berkeley School of Information 2010 - 2012
UBS Investment Bank June 2011 - August 2011
AstraZeneca June 2010 - July 2010
Skills
Capital Raising, M&A experience, LBO, Data Analysis, Microsoft Office, R, Matlab, Financial Modeling, Investment Management, Statistical Modeling, Sketching, Emerging Markets, Financial Analysis, Corporate Finance, Financial Engineering, Stochastic Processes, Probability, Bloomberg, Quantitative Finance, Quantitative Analytics
Education
Harvard Business School 2014 — 2015
Cross-registration, Entrepreneurship in Healthcare
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2015
Master of Finance
University of California, Berkeley 2008 — 2012
Bachelor, Statistics
Vanita Chadha-Gupta's UBS Investment Bank Experience 2006 - 2011
Job
Industry Banking
Experience
RBC Capital Markets 2012 - Present
Goldman Sachs 2011 - 2012
UBS Investment Bank 2006 - 2011
Bank Of America-Merrill Lynch 2001 - 2006
GoldenSource 2000 - 2001
Reuters 1997 - 2000
ICICI Bank 1991 - 1994
Skills
Project Management, Derivatives, Market Data, Reference Data, Fixed Income, Equities, Capital Markets, Prime Brokerage, Banking, Investment Banking, Back Office, Risk Management, Financial Markets, Trading Systems, Financial Services, FX Options, Hedge Funds, Middle Office, Equity Derivatives, Electronic Trading, Structured Products, Bloomberg, Trading, Swaps, Interest Rate..., Credit Derivatives, Options, Securities, Market Risk, CDS, Bonds, Collateral Management, Equity Trading, Corporate Actions, Low Latency, Business Analysis, Management, SDLC, Data Warehousing
Education
Indian Institute of Management, Ahmedabad 1989 — 1991
Master of Business Administration (M.B.A.)
Georgia State University 1995 — 1997
Master of Science (M.S.)
RBC Capital Markets 2012 - Present
Goldman Sachs 2011 - 2012
UBS Investment Bank 2006 - 2011
Bank Of America-Merrill Lynch 2001 - 2006
GoldenSource 2000 - 2001
Reuters 1997 - 2000
ICICI Bank 1991 - 1994
Skills
Project Management, Derivatives, Market Data, Reference Data, Fixed Income, Equities, Capital Markets, Prime Brokerage, Banking, Investment Banking, Back Office, Risk Management, Financial Markets, Trading Systems, Financial Services, FX Options, Hedge Funds, Middle Office, Equity Derivatives, Electronic Trading, Structured Products, Bloomberg, Trading, Swaps, Interest Rate..., Credit Derivatives, Options, Securities, Market Risk, CDS, Bonds, Collateral Management, Equity Trading, Corporate Actions, Low Latency, Business Analysis, Management, SDLC, Data Warehousing
Education
Indian Institute of Management, Ahmedabad 1989 — 1991
Master of Business Administration (M.B.A.)
Georgia State University 1995 — 1997
Master of Science (M.S.)
Chris McGovern's UBS Investment Bank Experience August 2011 - August 2015
Job Vice President at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company September 2015 - Present
UBS Investment Bank August 2011 - August 2015
UBS Investment Bank June 2010 - August 2010
Deloitte Consulting February 2006 - July 2009
Skills
Financial Modeling, Valuation, Management Consulting, Investment Banking, Corporate Finance, Due Diligence
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA
Georgia Institute of Technology 2001 — 2005
B.S.
Moelis & Company September 2015 - Present
UBS Investment Bank August 2011 - August 2015
UBS Investment Bank June 2010 - August 2010
Deloitte Consulting February 2006 - July 2009
Skills
Financial Modeling, Valuation, Management Consulting, Investment Banking, Corporate Finance, Due Diligence
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA
Georgia Institute of Technology 2001 — 2005
B.S.
Geoff Mikelsons's UBS Investment Bank Experience 2004 - 2006
Job Vice President at Victory Park Capital Advisors
Industry Venture Capital & Private Equity
Experience
Argo Tea, Inc. March 2009 - February 2012
Equity Group Investments, LLC 2007 - 2009
Tennenbaum Capital Partners, LLC 2006 - 2007
UBS Investment Bank 2004 - 2006
Merrill Lynch Investment Management June 2003 - August 2003
Education
Georgetown University - The McDonough School of Business 2000 — 2004
BSBA
Argo Tea, Inc. March 2009 - February 2012
Equity Group Investments, LLC 2007 - 2009
Tennenbaum Capital Partners, LLC 2006 - 2007
UBS Investment Bank 2004 - 2006
Merrill Lynch Investment Management June 2003 - August 2003
Education
Georgetown University - The McDonough School of Business 2000 — 2004
BSBA
PT Luther's UBS Investment Bank Experience May 2010 - June 2013
Job Research Analyst, US Metals and Mining at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch November 2013 - Present
UBS Investment Bank May 2010 - June 2013
UBS Investment Bank April 2006 - May 2010
Thomas Weisel Partners LLC May 2002 - April 2006
Thomas Weisel Partners LLC October 2000 - May 2002
Skills
Equity Research, Hedge Funds, Equities, Equity Valuation, Bloomberg, Valuation, Investment Banking, Investments, Trading, Finance, Financial Modeling, Capital Markets, Analysis, Alternative Investments, Fixed Income
Education
Georgetown University 1996 — 2000
Bachelor of Arts (BA), Economics
St. John's Preparatory School 1992 — 1996
Bank of America Merrill Lynch November 2013 - Present
UBS Investment Bank May 2010 - June 2013
UBS Investment Bank April 2006 - May 2010
Thomas Weisel Partners LLC May 2002 - April 2006
Thomas Weisel Partners LLC October 2000 - May 2002
Skills
Equity Research, Hedge Funds, Equities, Equity Valuation, Bloomberg, Valuation, Investment Banking, Investments, Trading, Finance, Financial Modeling, Capital Markets, Analysis, Alternative Investments, Fixed Income
Education
Georgetown University 1996 — 2000
Bachelor of Arts (BA), Economics
St. John's Preparatory School 1992 — 1996
Hillary Hutcheson's UBS Investment Bank Experience September 2004 - August 2006
Job CoFounder at Beauty Booked
Industry Marketing and Advertising
Experience
BeautyBooked May 2012 - Present
L'Oreal January 2011 - April 2012
L'Oréal August 2009 - December 2010
L'Oréal August 2008 - August 2009
L'Oréal June 2007 - August 2007
UBS Investment Bank September 2004 - August 2006
UBS Investment Bank August 2003 - August 2004
MC International June 2002 - June 2003
Mergermarket August 2001 - June 2002
Education
London Business School 2006 — 2008
MBA
Goucher College
BA, Communications, Art & French
BeautyBooked May 2012 - Present
L'Oreal January 2011 - April 2012
L'Oréal August 2009 - December 2010
L'Oréal August 2008 - August 2009
L'Oréal June 2007 - August 2007
UBS Investment Bank September 2004 - August 2006
UBS Investment Bank August 2003 - August 2004
MC International June 2002 - June 2003
Mergermarket August 2001 - June 2002
Education
London Business School 2006 — 2008
MBA
Goucher College
BA, Communications, Art & French
Trena Drayton's UBS Investment Bank Experience 2000 - 2004
Job Finance and Investments, Organizational Effectiveness, Human Capital Management, Operational Risk
Industry Financial Services
Experience
NYU Robert F. Wagner Graduate School of Public Service January 2009 - Present
NYU Robert F. Wagner Graduate School of Public Service January 2009 - Present
NYU Robert F. Wagner Graduate School of Public Service January 2009 - Present
Relativity Capital 2006 - 2009
Griot Partners 2004 - 2006
UBS Investment Bank 2000 - 2004
JP Morgan & Co., Inc. 1997 - 1998
JP Morgan & Co., Inc. 1994 - 1997
Skills
Financial Modeling, Fundraising, Valuation, Management Consulting, Strategy, Mergers & Acquisitions, Leadership, Strategic Planning, Management, Due Diligence, Risk Management, Finance, Budgets, Analytics, Private Equity, Investments, Project Management, Training, Proposal Writing, Human Resources, Recruiting, Staff Development, Employee Relations, Corporate Development, Entrepreneurship, Business Strategy, Start-ups, Analysis, Leadership Development, Organizational..., Nonprofits
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Finance and Organizational Behavior
Hampton University 1990 — 1994
Bachelor of Science (B.S.), Accounting
Coro -- Leadership New York
Capri Foundation, Emerging Leaders Program
NYU Robert F. Wagner Graduate School of Public Service January 2009 - Present
NYU Robert F. Wagner Graduate School of Public Service January 2009 - Present
NYU Robert F. Wagner Graduate School of Public Service January 2009 - Present
Relativity Capital 2006 - 2009
Griot Partners 2004 - 2006
UBS Investment Bank 2000 - 2004
JP Morgan & Co., Inc. 1997 - 1998
JP Morgan & Co., Inc. 1994 - 1997
Skills
Financial Modeling, Fundraising, Valuation, Management Consulting, Strategy, Mergers & Acquisitions, Leadership, Strategic Planning, Management, Due Diligence, Risk Management, Finance, Budgets, Analytics, Private Equity, Investments, Project Management, Training, Proposal Writing, Human Resources, Recruiting, Staff Development, Employee Relations, Corporate Development, Entrepreneurship, Business Strategy, Start-ups, Analysis, Leadership Development, Organizational..., Nonprofits
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Finance and Organizational Behavior
Hampton University 1990 — 1994
Bachelor of Science (B.S.), Accounting
Coro -- Leadership New York
Capri Foundation, Emerging Leaders Program
Mitul Foster's UBS Investment Bank Experience 2006 - 2008
Job Public Finance Professional
Industry Banking
Experience
Wells Fargo Bank September 2008 - Present
Wells Fargo Bank 2008 - Present
UBS Investment Bank 2006 - 2008
JPMorgan Chase 1988 - 2005
Education
Georgetown University 1986 — 1988
M.A., Economics
University of California, Berkeley 1983 — 1985
A.B., Economics, Money and Banking
Wells Fargo Bank September 2008 - Present
Wells Fargo Bank 2008 - Present
UBS Investment Bank 2006 - 2008
JPMorgan Chase 1988 - 2005
Education
Georgetown University 1986 — 1988
M.A., Economics
University of California, Berkeley 1983 — 1985
A.B., Economics, Money and Banking
Etay Schnapp's UBS Investment Bank Experience July 2013 - Present
Job Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2013 - Present
SignPass 2013 - 2015
Citi January 2012 - July 2013
Citi January 2010 - January 2012
Citi January 2009 - January 2010
Citigroup April 2003 - January 2009
Safe3W Ltd 2001 - 2002
Checkpoint Technologies 2001 - 2001
RedCarpet.net 1999 - 2001
SEA Multimedia 1997 - 1998
Skills
Options, Trading Systems, Derivatives, Equities, Electronic Trading, Capital Markets, Investment Banking, Equity Derivatives, Market Data, SDLC, Sybase, Risk Management, Trading, Financial Markets, Business Analysis, Unix, Software Development, Enterprise Architecture, KDB, C++, .NET, Java, Analytics, Pricing, Leadership, Cost Model Development, Market Risk, FX Options, Equity Trading
Education
Ha'Universita Ha'Petuha 2000 — 2002
Physics, Mathematics
Ort Herzelia 1992 — 1997
HS, Computers/Physics
UBS Investment Bank July 2013 - Present
SignPass 2013 - 2015
Citi January 2012 - July 2013
Citi January 2010 - January 2012
Citi January 2009 - January 2010
Citigroup April 2003 - January 2009
Safe3W Ltd 2001 - 2002
Checkpoint Technologies 2001 - 2001
RedCarpet.net 1999 - 2001
SEA Multimedia 1997 - 1998
Skills
Options, Trading Systems, Derivatives, Equities, Electronic Trading, Capital Markets, Investment Banking, Equity Derivatives, Market Data, SDLC, Sybase, Risk Management, Trading, Financial Markets, Business Analysis, Unix, Software Development, Enterprise Architecture, KDB, C++, .NET, Java, Analytics, Pricing, Leadership, Cost Model Development, Market Risk, FX Options, Equity Trading
Education
Ha'Universita Ha'Petuha 2000 — 2002
Physics, Mathematics
Ort Herzelia 1992 — 1997
HS, Computers/Physics
Stephen Soule's UBS Investment Bank Experience August 2003 - January 2009
Job Vice President at WGL Midstream, Inc.
Industry Oil & Energy
Experience
WGL Midstream, Inc. February 2011 - Present
Washington Gas February 2011 - Present
Scotiabank February 2009 - January 2011
UBS Investment Bank August 2003 - January 2009
UBS Investment Bank August 2003 - December 2007
Sempra Energy Trading January 1998 - December 2002
AIG Trading Corp. August 1995 - December 1997
Skills
Energy, Natural Gas, Energy Markets, Energy Industry, Finance, Leadership, Petroleum, Financial Modeling, Commodity Markets, Derivatives, Valuation, Risk Management, Hedging, Trading, Financial Analysis, Commodity, Corporate Finance, Mergers & Acquisitions, Due Diligence, Asset Management, Strategy, Bloomberg, Options, Financial Risk, Currency, Capital Markets
Education
NYU, School of Continuing Education 2010 — 2010
Finacial Reporting & Accounting
University of Florida - Warrington School of Business 1993 — 1995
MBA, Finance, Marketing
Hamilton College 1985 — 1989
BA, Economics
University of Cambridge 1987 — 1987
International Economics
Clinton Central High School 1982 — 1985
WGL Midstream, Inc. February 2011 - Present
Washington Gas February 2011 - Present
Scotiabank February 2009 - January 2011
UBS Investment Bank August 2003 - January 2009
UBS Investment Bank August 2003 - December 2007
Sempra Energy Trading January 1998 - December 2002
AIG Trading Corp. August 1995 - December 1997
Skills
Energy, Natural Gas, Energy Markets, Energy Industry, Finance, Leadership, Petroleum, Financial Modeling, Commodity Markets, Derivatives, Valuation, Risk Management, Hedging, Trading, Financial Analysis, Commodity, Corporate Finance, Mergers & Acquisitions, Due Diligence, Asset Management, Strategy, Bloomberg, Options, Financial Risk, Currency, Capital Markets
Education
NYU, School of Continuing Education 2010 — 2010
Finacial Reporting & Accounting
University of Florida - Warrington School of Business 1993 — 1995
MBA, Finance, Marketing
Hamilton College 1985 — 1989
BA, Economics
University of Cambridge 1987 — 1987
International Economics
Clinton Central High School 1982 — 1985
Bhawandeep Sandha's UBS Investment Bank Experience October 2010 - Present
Job Director at UBS
Industry Investment Banking
Experience
UBS Investment Bank October 2010 - Present
Duff and Phelps 2009 - 2011
NERA Economic Consulting 2007 - 2009
ZS ASsociates June 2006 - June 2007
Skills
Fixed Income, Capital Markets, Valuation, Investment Banking, Derivatives, Financial Modeling, Equities, CDO, Structured Finance, Credit Derivatives, Interest Rate..., Private Equity, Options, Hedge Funds, Financial Structuring, Bloomberg, Equity Derivatives
Education
Georgia Tech 2006 — 2007
Masters in Financial Engineering
Indian Institute of Technology, Delhi 2002 — 2006
Bachelors in Industrial Engineering
Institut national des Sciences appliquées de Lyon 2004 — 2005
Exchange Studies, Mathematics
Technion - Israel Institute of Technology 2004 — 2004
Research - Mathematics & Computing
UBS Investment Bank October 2010 - Present
Duff and Phelps 2009 - 2011
NERA Economic Consulting 2007 - 2009
ZS ASsociates June 2006 - June 2007
Skills
Fixed Income, Capital Markets, Valuation, Investment Banking, Derivatives, Financial Modeling, Equities, CDO, Structured Finance, Credit Derivatives, Interest Rate..., Private Equity, Options, Hedge Funds, Financial Structuring, Bloomberg, Equity Derivatives
Education
Georgia Tech 2006 — 2007
Masters in Financial Engineering
Indian Institute of Technology, Delhi 2002 — 2006
Bachelors in Industrial Engineering
Institut national des Sciences appliquées de Lyon 2004 — 2005
Exchange Studies, Mathematics
Technion - Israel Institute of Technology 2004 — 2004
Research - Mathematics & Computing
Christopher St. Victor-de Pinho's UBS Investment Bank Experience March 2005 - February 2010
Job Managing Director & Global Head, UBS Group Tax
Industry Banking
Experience
UBS AG March 2014 - Present
UBS AG March 2012 - March 2014
UBS AG February 2010 - March 2012
UBS Investment Bank March 2005 - February 2010
UBS AG March 2003 - March 2005
UBS AG January 1999 - March 2003
KPMG September 1997 - January 1999
Skills
Hedge Funds, Financial Structuring, Alternative Investments, Capital Markets, Derivatives, Fixed Income, Equities, Private Equity, Investment Management, Structured Finance, Trading, Securities, Investment Banking, Securitization, Asset Managment, Tax Law, Tax Advisory, Tax, Structured Products, Equity Derivatives, Corporate Finance, Credit Derivatives, Due Diligence
Education
Georgetown University Law Center 1996 — 1997
LLM, Tax
Washington and Lee University School of Law 1993 — 1996
JD, Law
University of Virginia 1989 — 1993
BA, History
UBS AG March 2014 - Present
UBS AG March 2012 - March 2014
UBS AG February 2010 - March 2012
UBS Investment Bank March 2005 - February 2010
UBS AG March 2003 - March 2005
UBS AG January 1999 - March 2003
KPMG September 1997 - January 1999
Skills
Hedge Funds, Financial Structuring, Alternative Investments, Capital Markets, Derivatives, Fixed Income, Equities, Private Equity, Investment Management, Structured Finance, Trading, Securities, Investment Banking, Securitization, Asset Managment, Tax Law, Tax Advisory, Tax, Structured Products, Equity Derivatives, Corporate Finance, Credit Derivatives, Due Diligence
Education
Georgetown University Law Center 1996 — 1997
LLM, Tax
Washington and Lee University School of Law 1993 — 1996
JD, Law
University of Virginia 1989 — 1993
BA, History
Dave Pamedis's UBS Investment Bank Experience 2002 - October 2006
Job Infrastructure Service Lead at UBS Global Asset Management
Industry Investment Banking
Experience
UBS Global Asset Management April 2012 - Present
UBS October 2010 - April 2012
UBS October 2006 - October 2010
UBS Investment Bank 2002 - October 2006
UBS 1998 - 2002
Skills
NetApp, Solaris, Data Center, Storage Area Networks, Disaster Recovery, Cloud Computing, NAS, Storage
Education
Governors State University 1993 — 1996
BA, Business Administration Management Information Systems
Southern Illinois University, Carbondale 1991 — 1993
Business Administration and Management, General
UBS Global Asset Management April 2012 - Present
UBS October 2010 - April 2012
UBS October 2006 - October 2010
UBS Investment Bank 2002 - October 2006
UBS 1998 - 2002
Skills
NetApp, Solaris, Data Center, Storage Area Networks, Disaster Recovery, Cloud Computing, NAS, Storage
Education
Governors State University 1993 — 1996
BA, Business Administration Management Information Systems
Southern Illinois University, Carbondale 1991 — 1993
Business Administration and Management, General
Chirag Rajan's UBS Investment Bank Experience June 2008 - August 2008
Job Senior Member Technical Staff at Salesforce.com
Industry Computer Software
Experience
salesforce.com December 2012 - Present
Salesforce.com February 2012 - Present
Salesforce.com February 2010 - February 2012
Salesforce.com February 2009 - February 2010
UBS Investment Bank June 2008 - August 2008
Education
Georgia Institute of Technology 2007 — 2008
MS
University of Mumbai 2003 — 2007
BE
salesforce.com December 2012 - Present
Salesforce.com February 2012 - Present
Salesforce.com February 2010 - February 2012
Salesforce.com February 2009 - February 2010
UBS Investment Bank June 2008 - August 2008
Education
Georgia Institute of Technology 2007 — 2008
MS
University of Mumbai 2003 — 2007
BE
Cindy Shi's UBS Investment Bank Experience 2008 - 2012
Job Corporate Development
Industry Mechanical or Industrial Engineering
Experience
Barnes Group Inc. December 2014 - Present
Henry Schein March 2013 - December 2014
UBS Investment Bank 2008 - 2012
Varian Medical Systems 2002 - 2007
Skills
Financial Modeling, Valuation, Due Diligence, Equity Research, Investments, Business Strategy, Product Management, Real Estate, Emerging Markets, Corporate Development, Marketing Strategy, Market Research, Investment Management, Alternative Investments, Corporate Finance
Education
University of Pennsylvania - The Wharton School
MBA, Finance & Strategic Management
Syracuse University
M.S., Computer Engineering
Harbin Institute of Technology
B.S., Environmental & Chemical Engineering
Barnes Group Inc. December 2014 - Present
Henry Schein March 2013 - December 2014
UBS Investment Bank 2008 - 2012
Varian Medical Systems 2002 - 2007
Skills
Financial Modeling, Valuation, Due Diligence, Equity Research, Investments, Business Strategy, Product Management, Real Estate, Emerging Markets, Corporate Development, Marketing Strategy, Market Research, Investment Management, Alternative Investments, Corporate Finance
Education
University of Pennsylvania - The Wharton School
MBA, Finance & Strategic Management
Syracuse University
M.S., Computer Engineering
Harbin Institute of Technology
B.S., Environmental & Chemical Engineering
Bill Ackerman's UBS Investment Bank Experience May 1998 - May 2011
Job US Sales/Trading
Industry Investment Banking
Experience
CLSA September 2011 - March 2014
UBS Investment Bank May 1998 - May 2011
Skills
Bloomberg, Capital Markets, Investment Banking, Trading, Hedge Funds, Electronic Trading, Financial Markets, Equity Research, Equity Trading, Trading Systems, Management
Education
New York University - Leonard N. Stern School of Business 1987 — 1991
MBA, Finance
Hamilton College 1978 — 1982
BA, Economics
CLSA September 2011 - March 2014
UBS Investment Bank May 1998 - May 2011
Skills
Bloomberg, Capital Markets, Investment Banking, Trading, Hedge Funds, Electronic Trading, Financial Markets, Equity Research, Equity Trading, Trading Systems, Management
Education
New York University - Leonard N. Stern School of Business 1987 — 1991
MBA, Finance
Hamilton College 1978 — 1982
BA, Economics
David Rumoro's UBS Investment Bank Experience May 2000 - December 2011
Job New Evangelization Coordinator at St. Edward Catholic Parish
Industry Religious Institutions
Experience
St. Edward Catholic Parish July 2015 - Present
UBS Investment Bank May 2000 - December 2011
Skills
CRM, Project Management, Agile Methodologies, Competitive Analysis, Microsoft Office, Program Management, SDLC, Vendor Management, Nonprofits
Education
Harper College
St. Edward Catholic Parish July 2015 - Present
UBS Investment Bank May 2000 - December 2011
Skills
CRM, Project Management, Agile Methodologies, Competitive Analysis, Microsoft Office, Program Management, SDLC, Vendor Management, Nonprofits
Education
Harper College
Merrill Collins's UBS Investment Bank Experience August 2007 - Present
Job Chief of Staff Legal & Compliance IT at UBS
Industry Information Technology and Services
Malik Russell's UBS Investment Bank Experience September 2007 - March 2009
Job Associate Director at East Wind Advisors
Industry Investment Banking
Experience
East Wind Advisors August 2011 - Present
UBS Investment Bank September 2007 - March 2009
GOLDMAN, SACHS & CO July 2005 - August 2007
Goldman Sachs October 2003 - July 2005
Simpson Thacher September 2000 - October 2003
Skills
Equities, Mergers, LBO, Divestitures, Private Placements, Capital Markets, Private Equity, Securities, Hedge Funds, Leveraged Finance, Securities Regulation, Corporate Finance, Cross-border..., Valuation, Investment Banking, Restructuring, Financial Modeling, Equity Capital Markets, Debt, Derivatives
Education
GEORGETOWN UNIVERSITY LAW CENTER, Washington 1997 — 2000
C. Juris Doctor
Georgetown University Law Center 1997 — 2000
JD, Law
UNIVERSITY OF SOUTH CAROLINA 1993 — 1996
Bachelor of Arts, Psychology
University of Notre Dame
East Wind Advisors August 2011 - Present
UBS Investment Bank September 2007 - March 2009
GOLDMAN, SACHS & CO July 2005 - August 2007
Goldman Sachs October 2003 - July 2005
Simpson Thacher September 2000 - October 2003
Skills
Equities, Mergers, LBO, Divestitures, Private Placements, Capital Markets, Private Equity, Securities, Hedge Funds, Leveraged Finance, Securities Regulation, Corporate Finance, Cross-border..., Valuation, Investment Banking, Restructuring, Financial Modeling, Equity Capital Markets, Debt, Derivatives
Education
GEORGETOWN UNIVERSITY LAW CENTER, Washington 1997 — 2000
C. Juris Doctor
Georgetown University Law Center 1997 — 2000
JD, Law
UNIVERSITY OF SOUTH CAROLINA 1993 — 1996
Bachelor of Arts, Psychology
University of Notre Dame
Christopher Letta's UBS Investment Bank Experience May 2006 - September 2008
Job Vice President at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein September 2008 - Present
UBS Investment Bank May 2006 - September 2008
JPMorgan Chase October 1998 - May 2006
Standard & Poor's July 1996 - October 1998
Societe Generale June 1995 - July 1996
Societe Generale May 1989 - June 1995
Skills
Fixed Income
Education
New York University 1990 — 1994
MBA, Finance / International Business
Hamilton College 1983 — 1987
BA, History / Computer Science
AllianceBernstein September 2008 - Present
UBS Investment Bank May 2006 - September 2008
JPMorgan Chase October 1998 - May 2006
Standard & Poor's July 1996 - October 1998
Societe Generale June 1995 - July 1996
Societe Generale May 1989 - June 1995
Skills
Fixed Income
Education
New York University 1990 — 1994
MBA, Finance / International Business
Hamilton College 1983 — 1987
BA, History / Computer Science
Alonzo N. White III's UBS Investment Bank Experience January 2005 - May 2007
Job Agency & NonAgency CMBS Trader
Industry Financial Services
Experience
Fannie Mae January 2015 - Present
Fannie Mae September 2010 - March 2015
California Public Employees' Retirement System 2007 - October 2010
UBS Investment Bank January 2005 - May 2007
Goldman Sachs June 2002 - November 2004
Skills
Agency MBS, Financial Risk, Hedging, Investment Strategies, Fixed Income, Trading
Education
Georgetown University - The McDonough School of Business 2000 — 2002
MBA, Finance
University of Maryland College Park
B.S., Finance
Fannie Mae January 2015 - Present
Fannie Mae September 2010 - March 2015
California Public Employees' Retirement System 2007 - October 2010
UBS Investment Bank January 2005 - May 2007
Goldman Sachs June 2002 - November 2004
Skills
Agency MBS, Financial Risk, Hedging, Investment Strategies, Fixed Income, Trading
Education
Georgetown University - The McDonough School of Business 2000 — 2002
MBA, Finance
University of Maryland College Park
B.S., Finance
Cara Repasky's UBS Investment Bank Experience June 2009 - August 2009
Job Consultant at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company September 2014 - Present
Harvard Business School 2012 - May 2014
Teach For America June 2013 - August 2013
Morgan Stanley June 2010 - July 2012
UBS Investment Bank June 2009 - August 2009
PNC Bank May 2008 - August 2008
Skills
Equities, Equity Trading, Financial Modeling, Trading, Valuation, Bloomberg, Corporate Finance, Private Equity, Strategy, Capital Markets, Economics, Emerging Markets
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of Pittsburgh 2007 — 2010
McKinsey & Company September 2014 - Present
Harvard Business School 2012 - May 2014
Teach For America June 2013 - August 2013
Morgan Stanley June 2010 - July 2012
UBS Investment Bank June 2009 - August 2009
PNC Bank May 2008 - August 2008
Skills
Equities, Equity Trading, Financial Modeling, Trading, Valuation, Bloomberg, Corporate Finance, Private Equity, Strategy, Capital Markets, Economics, Emerging Markets
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of Pittsburgh 2007 — 2010
Paula Zoccali's UBS Investment Bank Experience 1998 - 2007
Job Financial Services Professional
Industry Financial Services
Josh Neblett's UBS Investment Bank Experience February 2006 - March 2008
Job CEO & Founder, etailz
Industry Retail
Experience
etailz May 2008 - Present
UBS Investment Bank February 2006 - March 2008
Skills
M&A experience, Team Leadership, Entrepreneurship, Bloomberg, Mergers, Public Speaking, Business Planning, Microsoft Word, Financial Analysis, Investments, PowerPoint, Marketing, Financial Modeling, Business Strategy, Customer Service, Analysis, Fundraising, Management, Strategic Planning, Data Analysis, Leadership, Leadership Development, Change Management, Social Networking, Team Building, Coaching, E-commerce, Mergers & Acquisitions, Sales, Social Media Marketing
Education
Gonzaga University 2008 — 2010
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Gonzaga University - School of Business Administration 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
etailz May 2008 - Present
UBS Investment Bank February 2006 - March 2008
Skills
M&A experience, Team Leadership, Entrepreneurship, Bloomberg, Mergers, Public Speaking, Business Planning, Microsoft Word, Financial Analysis, Investments, PowerPoint, Marketing, Financial Modeling, Business Strategy, Customer Service, Analysis, Fundraising, Management, Strategic Planning, Data Analysis, Leadership, Leadership Development, Change Management, Social Networking, Team Building, Coaching, E-commerce, Mergers & Acquisitions, Sales, Social Media Marketing
Education
Gonzaga University 2008 — 2010
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Gonzaga University - School of Business Administration 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Chul Chung's UBS Investment Bank Experience October 2010 - September 2012
Job Asset Management
Industry Financial Services
Experience
Decura September 2012 - Present
UBS Investment Bank October 2010 - September 2012
Goldman Sachs September 2008 - October 2010
Goldman Sachs May 2002 - September 2008
Goldman Sachs August 2000 - May 2002
Goldman Sachs March 1998 - May 2000
Goldman Sachs June 1994 - March 1998
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates September 1991 - June 1994
Education
Georgetown University Law Center 1988 — 1991
Doctor of Law (J.D.)
University of Michigan 1984 — 1988
Bachelor of Arts (B.A.)
Decura September 2012 - Present
UBS Investment Bank October 2010 - September 2012
Goldman Sachs September 2008 - October 2010
Goldman Sachs May 2002 - September 2008
Goldman Sachs August 2000 - May 2002
Goldman Sachs March 1998 - May 2000
Goldman Sachs June 1994 - March 1998
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates September 1991 - June 1994
Education
Georgetown University Law Center 1988 — 1991
Doctor of Law (J.D.)
University of Michigan 1984 — 1988
Bachelor of Arts (B.A.)
Ravi Paul's UBS Investment Bank Experience November 2007 - October 2008
Job Sr. QA at Triple Point Technology
Industry Computer Software
Experience
Triple Point Technology October 2008 - Present
UBS Investment Bank November 2007 - October 2008
IBT September 2006 - October 2007
Software Catalysts LLC August 2004 - September 2006
Skills
Quality Assurance, Quality Center, Test Planning, Regression Testing, User Acceptance Testing, Manual Testing, System Testing, Test Cases, Software Quality..., SDLC, Agile Methodologies, QTP, Business Analysis, Requirements Gathering, Test Automation, JIRA, Test Management, Performance Testing, Requirements Analysis, Functional Testing, Testing, Software Project..., XML, Scrum, Defect Tracking, SQL
Education
Guru Nanak Dev University 2001 — 2002
Post Graduation in Computer Applications, Computer Software Engineering
Punjab Technical University 1998 — 2001
Bachelors, Computers
Triple Point Technology October 2008 - Present
UBS Investment Bank November 2007 - October 2008
IBT September 2006 - October 2007
Software Catalysts LLC August 2004 - September 2006
Skills
Quality Assurance, Quality Center, Test Planning, Regression Testing, User Acceptance Testing, Manual Testing, System Testing, Test Cases, Software Quality..., SDLC, Agile Methodologies, QTP, Business Analysis, Requirements Gathering, Test Automation, JIRA, Test Management, Performance Testing, Requirements Analysis, Functional Testing, Testing, Software Project..., XML, Scrum, Defect Tracking, SQL
Education
Guru Nanak Dev University 2001 — 2002
Post Graduation in Computer Applications, Computer Software Engineering
Punjab Technical University 1998 — 2001
Bachelors, Computers
John Balassi, MBA's UBS Investment Bank Experience 2002 - 2008
Job Managing Investment Analyst | Client Portfolio Specialist | Product Strategist
Industry Financial Services
Experience
Thomson Reuters (IFR Markets) 2011 - Present
KCM (Fund of Hedge Funds) 2009 - 2010
UBS Investment Bank 2002 - 2008
PaineWebber 1999 - 2001
Skills
Fixed Income, Hedge Funds, Trading, Portfolio Management, Capital Markets, Derivatives, Market Analysis, Financial Markets, Asset Allocation, Investments, Risk Management, Asset Management, Investment Research, Product Specialists, Equities, Bloomberg, Bonds, Options, Structured Products, Investment Strategies, FX Options
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), SPECIALIZATIONS: Financial Instruments & Markets • Corporate Finance • Global Busines
American University
Gettysburg College
Thomson Reuters (IFR Markets) 2011 - Present
KCM (Fund of Hedge Funds) 2009 - 2010
UBS Investment Bank 2002 - 2008
PaineWebber 1999 - 2001
Skills
Fixed Income, Hedge Funds, Trading, Portfolio Management, Capital Markets, Derivatives, Market Analysis, Financial Markets, Asset Allocation, Investments, Risk Management, Asset Management, Investment Research, Product Specialists, Equities, Bloomberg, Bonds, Options, Structured Products, Investment Strategies, FX Options
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), SPECIALIZATIONS: Financial Instruments & Markets • Corporate Finance • Global Busines
American University
Gettysburg College
Kuldeep Pant's UBS Investment Bank Experience 2007 - 2008
Job Sr Developer
Industry Banking
Experience
Wells Fargo Bank September 2009 - Present
UBS Investment Bank 2007 - 2008
Polaris Software Lab 2004 - 2008
iHealthCare 2003 - 2004
GTIC 2002 - 2003
XO TECH 2000 - 2002
Education
Govind Ballabh Pant Krishi Evam Praudyogik Vishwavidyalaya
Wells Fargo Bank September 2009 - Present
UBS Investment Bank 2007 - 2008
Polaris Software Lab 2004 - 2008
iHealthCare 2003 - 2004
GTIC 2002 - 2003
XO TECH 2000 - 2002
Education
Govind Ballabh Pant Krishi Evam Praudyogik Vishwavidyalaya
Nathaniel Liddle's UBS Investment Bank Experience October 2002 - October 2003
Job Fixed Income Analyst at Columbia Management
Industry Financial Services
Experience
Columbia Management April 2009 - Present
Pine River Capital Management February 2007 - December 2008
Goldsmith Agio Helms & Lynner, LLC March 2004 - October 2006
UBS Investment Bank October 2002 - October 2003
Education
University of Cambridge 2002 — 2003
Certificate of International Business Practice
Gustavus Adolphus College 1998 — 2002
BA, International Management
Columbia Management April 2009 - Present
Pine River Capital Management February 2007 - December 2008
Goldsmith Agio Helms & Lynner, LLC March 2004 - October 2006
UBS Investment Bank October 2002 - October 2003
Education
University of Cambridge 2002 — 2003
Certificate of International Business Practice
Gustavus Adolphus College 1998 — 2002
BA, International Management
Andrew DeCastro's UBS Investment Bank Experience May 2007 - November 2008
Job Senior Vice President Business Development at HomeServe USA
Industry Investment Banking
Experience
HomeServe USA October 2013 - Present
HomeServe USA May 2011 - September 2013
HomeServe USA January 2009 - May 2011
UBS Investment Bank May 2007 - November 2008
General Electric 2005 - 2007
Skills
Sales Management, Business Development, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Valuation, Financial Analysis, Business Strategy, Sales Operations, Sales, Strategy, Due Diligence, Competitive Analysis, Start-ups, Finance
Education
Hamilton College 2001 — 2005
BA, Economics, Math
HomeServe USA October 2013 - Present
HomeServe USA May 2011 - September 2013
HomeServe USA January 2009 - May 2011
UBS Investment Bank May 2007 - November 2008
General Electric 2005 - 2007
Skills
Sales Management, Business Development, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Valuation, Financial Analysis, Business Strategy, Sales Operations, Sales, Strategy, Due Diligence, Competitive Analysis, Start-ups, Finance
Education
Hamilton College 2001 — 2005
BA, Economics, Math
Chris Ramesh's UBS Investment Bank Experience June 2010 - August 2010
Job Investor at The Social+Capital Partnership
Industry Investment Management
Experience
S23P May 2015 - Present
Welsh, Carson, Anderson & Stowe August 2013 - April 2015
The Blackstone Group July 2011 - July 2013
Global Platinum Securities February 2010 - March 2011
Georgetown University Investment Office April 2008 - December 2010
UBS Investment Bank June 2010 - August 2010
Global Platinum Securities February 2009 - February 2010
Fidelis Realty Partners May 2009 - August 2009
Skills
Investments, Restructuring, Financial Modeling, Bloomberg, Due Diligence, Portfolio Management, Alternative Investments, Equities, Financial Analysis, Bloomberg Terminal, Hedge Funds, Mergers, Finance, Asset Managment, Economics, Data Analysis, Corporate Finance, Entrepreneurship, Investment Management, Securities, Private Equity, Valuation
Education
Georgetown University - The McDonough School of Business 2007 — 2011
BS, Finance & Accounting
Strake Jesuit High School 2003 — 2007
S23P May 2015 - Present
Welsh, Carson, Anderson & Stowe August 2013 - April 2015
The Blackstone Group July 2011 - July 2013
Global Platinum Securities February 2010 - March 2011
Georgetown University Investment Office April 2008 - December 2010
UBS Investment Bank June 2010 - August 2010
Global Platinum Securities February 2009 - February 2010
Fidelis Realty Partners May 2009 - August 2009
Skills
Investments, Restructuring, Financial Modeling, Bloomberg, Due Diligence, Portfolio Management, Alternative Investments, Equities, Financial Analysis, Bloomberg Terminal, Hedge Funds, Mergers, Finance, Asset Managment, Economics, Data Analysis, Corporate Finance, Entrepreneurship, Investment Management, Securities, Private Equity, Valuation
Education
Georgetown University - The McDonough School of Business 2007 — 2011
BS, Finance & Accounting
Strake Jesuit High School 2003 — 2007
Lyn (Linda) Bruderle's UBS Investment Bank Experience January 2007 - January 2009
Job Director of First Impressions
Industry Executive Office
Experience
Advantage Resourcing @ EY 2015 - Present
Thrivent Financial June 2013 - September 2014
Duff & Phelps Investment Management Co. July 2012 - June 2013
ALLSTATE Insurance February 2009 - July 2012
UBS Investment Bank January 2007 - January 2009
Melles Griot November 1997 - December 2006
Skills
Administrative..., Outlook, Human Resources, Lotus Notes, Management, Customer Service, Interviews, Training, Budgets, Microsoft Excel, Microsoft Office, Accounts Payable, Office Management, System Administration, Executive Support, Research, Customer Satisfaction, SAP, Team Building, Expense Management, Proofreading, People Skills, Project Management, Team Management, Creative Problem Solving, Troubleshooting, Account Reconciliation, Creative Writing, Phone Etiquette, Executive Calendar..., Positive Personality, Positive Can-do Attitude, Team-oriented, Volunteering, Work in A Fast Paced..., Singing, Volunteer Soup Kitchen, Expense Reporting, Complex travel..., Typing, Reception, Oranganization, Expense Reports..., International Protocol, High Energy Level, Creative Thinking, Mutual Funds, Life Insurance, Retirement Planning, Sales
Education
San Diego City College 1980 — 1981
Business Credits, Business and Journalism
Penn State University 1976 — 1980
Business Admin, Business Administration
Harper College 1970 — 1972
Business, Business Administration
Advantage Resourcing @ EY 2015 - Present
Thrivent Financial June 2013 - September 2014
Duff & Phelps Investment Management Co. July 2012 - June 2013
ALLSTATE Insurance February 2009 - July 2012
UBS Investment Bank January 2007 - January 2009
Melles Griot November 1997 - December 2006
Skills
Administrative..., Outlook, Human Resources, Lotus Notes, Management, Customer Service, Interviews, Training, Budgets, Microsoft Excel, Microsoft Office, Accounts Payable, Office Management, System Administration, Executive Support, Research, Customer Satisfaction, SAP, Team Building, Expense Management, Proofreading, People Skills, Project Management, Team Management, Creative Problem Solving, Troubleshooting, Account Reconciliation, Creative Writing, Phone Etiquette, Executive Calendar..., Positive Personality, Positive Can-do Attitude, Team-oriented, Volunteering, Work in A Fast Paced..., Singing, Volunteer Soup Kitchen, Expense Reporting, Complex travel..., Typing, Reception, Oranganization, Expense Reports..., International Protocol, High Energy Level, Creative Thinking, Mutual Funds, Life Insurance, Retirement Planning, Sales
Education
San Diego City College 1980 — 1981
Business Credits, Business and Journalism
Penn State University 1976 — 1980
Business Admin, Business Administration
Harper College 1970 — 1972
Business, Business Administration
Brendan Higgins's UBS Investment Bank Experience 2004 - 2006
Job Orthopaedic Surgery Resident at Dartmouth Hitchcock Medical Center
Industry Medical Practice
Experience
UBS Investment Bank 2004 - 2006
Arapahoe Basin 2003 - 2004
United States Marine Corps 1998 - 2003
Skills
Military, Operational Planning, Military Operations, DoD, Security Clearance, Government, National Security, Leadership, Defense, Military Experience, Command, Program Management
Education
Georgetown University School of Medicine 2007 — 2011
M.D.
United States Naval Academy 1994 — 1998
B.S., Oceanography
UBS Investment Bank 2004 - 2006
Arapahoe Basin 2003 - 2004
United States Marine Corps 1998 - 2003
Skills
Military, Operational Planning, Military Operations, DoD, Security Clearance, Government, National Security, Leadership, Defense, Military Experience, Command, Program Management
Education
Georgetown University School of Medicine 2007 — 2011
M.D.
United States Naval Academy 1994 — 1998
B.S., Oceanography
Ajmal Sheikh's UBS Investment Bank Experience 2006 - 2008
Job Entrepreneur and Investor
Industry Computer Software
Experience
Nortec Software 2012 - Present
Nortec Software 2008 - 2012
UBS Investment Bank 2006 - 2008
UBS Investment Bank 2004 - 2006
Education
Harvard Business School
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business
BSc, Finance and Accounting
Nortec Software 2012 - Present
Nortec Software 2008 - 2012
UBS Investment Bank 2006 - 2008
UBS Investment Bank 2004 - 2006
Education
Harvard Business School
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business
BSc, Finance and Accounting
Aina Watkins, Esq.'s UBS Investment Bank Experience August 2005 - August 2006
Job Loan Specialist (Portfolio Reporting & Data Control) at U.S. Department of Energy
Industry Legal Services
Experience
U.S. Department of Energy April 2015 - Present
VRH Consulting, LLC April 2014 - April 2015
eGlobalTech August 2013 - February 2014
TrustPoint International May 2013 - June 2013
Update Legal February 2013 - March 2013
Zausmer, Kaufman, August &Caldwell, PC February 2012 - November 2012
Michigan American Federation of State County & Municipal Employees Council 25 (AFSCME) October 2007 - February 2012
Aina N. Watkins, PLLC October 2006 - October 2007
UBS Investment Bank August 2005 - August 2006
US Senator Carl Levin February 2004 - April 2004
Skills
Arbitration, Labor Relations, Criminal Defense, Employment Law, Litigation, Real Property, Commercial Litigation, Document Review, Motions, Legal Writing, Courts, Civil Rights, Civil Litigation, Discrimination, Westlaw, Collective Bargaining, Dispute Resolution, Criminal Law, Legislative Relations, FMLA, Legal Advice, Depositions, Employment..., Lexis, Trials, Hearings, Legal Research
Education
Michigan State University 2011 — 2011
MHRLR, Human Resources & Labor Relations
Michigan State University College of Law 2002 — 2004
Juris Doctor, Law
Thomas M. Cooley Law School 2001 — 2002
None, Law
Grand Valley State University 1997 — 2001
BBA, Management
Cass Technical High School
High School Diploma, Business Administration and Management, General
U.S. Department of Energy April 2015 - Present
VRH Consulting, LLC April 2014 - April 2015
eGlobalTech August 2013 - February 2014
TrustPoint International May 2013 - June 2013
Update Legal February 2013 - March 2013
Zausmer, Kaufman, August &Caldwell, PC February 2012 - November 2012
Michigan American Federation of State County & Municipal Employees Council 25 (AFSCME) October 2007 - February 2012
Aina N. Watkins, PLLC October 2006 - October 2007
UBS Investment Bank August 2005 - August 2006
US Senator Carl Levin February 2004 - April 2004
Skills
Arbitration, Labor Relations, Criminal Defense, Employment Law, Litigation, Real Property, Commercial Litigation, Document Review, Motions, Legal Writing, Courts, Civil Rights, Civil Litigation, Discrimination, Westlaw, Collective Bargaining, Dispute Resolution, Criminal Law, Legislative Relations, FMLA, Legal Advice, Depositions, Employment..., Lexis, Trials, Hearings, Legal Research
Education
Michigan State University 2011 — 2011
MHRLR, Human Resources & Labor Relations
Michigan State University College of Law 2002 — 2004
Juris Doctor, Law
Thomas M. Cooley Law School 2001 — 2002
None, Law
Grand Valley State University 1997 — 2001
BBA, Management
Cass Technical High School
High School Diploma, Business Administration and Management, General
Jake Ben-Meir's UBS Investment Bank Experience January 2002 - Present
Job Experience Capital Markets and Derivatives Professional
Industry Financial Services
Experience
UBS Investment Bank January 2002 - Present
Capitalyst 1999 - 2001
UBS Investment Bank 1998 - 1999
Bear Stearns 1997 - 1998
Merrill Lynch and Co 1994 - 1997
Skills
Capital Markets, Financial Structuring, Derivatives, Finance, Hedge Funds, Investment Banking, Investments, Entrepreneurship, Fixed Income, Equities, Private Equity, Alternative Investments, Corporate Development, Emerging Markets, Trading, Valuation, Securities, Series 7, Structured Products, Asset Management, Bloomberg, Electronic Trading, Venture Capital, Mergers & Acquisitions, Financial Modeling, Bonds, Structured Finance
Education
Harvard Business School 1992 — 1994
MBA
University of Michigan 1985 — 1989
AB, Political Science
UBS Investment Bank January 2002 - Present
Capitalyst 1999 - 2001
UBS Investment Bank 1998 - 1999
Bear Stearns 1997 - 1998
Merrill Lynch and Co 1994 - 1997
Skills
Capital Markets, Financial Structuring, Derivatives, Finance, Hedge Funds, Investment Banking, Investments, Entrepreneurship, Fixed Income, Equities, Private Equity, Alternative Investments, Corporate Development, Emerging Markets, Trading, Valuation, Securities, Series 7, Structured Products, Asset Management, Bloomberg, Electronic Trading, Venture Capital, Mergers & Acquisitions, Financial Modeling, Bonds, Structured Finance
Education
Harvard Business School 1992 — 1994
MBA
University of Michigan 1985 — 1989
AB, Political Science
Kevan Victor's UBS Investment Bank Experience 2009 - 2010
Job Executive / Strategist / Business Development / Sales & Marketing Optimization / Business Transformation
Industry Financial Services
Experience
GE Capital January 2013 - Present
GE Capital January 2011 - December 2012
UBS 2010 - 2010
UBS Investment Bank 2009 - 2010
UBS 2008 - 2008
Goldman Sachs 2004 - 2007
Goldman Sachs 2003 - 2003
CERN 2002 - 2002
Skills
Equities, Analytics, Finance, Capital Markets, Sales Management, Strategy, Marketing Strategy, Analysis, Business Strategy, Sales Force Alignment, Campaigns, Sales & Marketing..., Process Improvement, Cross-functional..., Business Transformation, Strategic Planning, Strategy Execution, Problem-solving, Relationship Management, Data Analysis, Startup, Turnaround, Business Growth, Sales Effectiveness, Lead Generation, Sales Operations, Sales Productivity, IT Solutions, Marketing Promotions, Business Development, Client Retention..., Sales Process, Sales Support Tools, Business Process..., Business Process..., Data Management, Integrated Marketing, Business Analysis, Process Design, Executive Management, Shareholder Value, Team Leadership, Cross-functional Team..., C-Level Relationships, Builds Bridges, Collaborative Leadership, Leading Development..., Leading Positive Change, Bloomberg, Customer Insight
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Finance, Entrepreneurship
University of Melbourne - Melbourne Business School
Georgia Institute of Technology 2002 — 2004
BSEE, Electrical Engineering
Morehouse College 1999 — 2004
BSc, Physics
GE Capital January 2013 - Present
GE Capital January 2011 - December 2012
UBS 2010 - 2010
UBS Investment Bank 2009 - 2010
UBS 2008 - 2008
Goldman Sachs 2004 - 2007
Goldman Sachs 2003 - 2003
CERN 2002 - 2002
Skills
Equities, Analytics, Finance, Capital Markets, Sales Management, Strategy, Marketing Strategy, Analysis, Business Strategy, Sales Force Alignment, Campaigns, Sales & Marketing..., Process Improvement, Cross-functional..., Business Transformation, Strategic Planning, Strategy Execution, Problem-solving, Relationship Management, Data Analysis, Startup, Turnaround, Business Growth, Sales Effectiveness, Lead Generation, Sales Operations, Sales Productivity, IT Solutions, Marketing Promotions, Business Development, Client Retention..., Sales Process, Sales Support Tools, Business Process..., Business Process..., Data Management, Integrated Marketing, Business Analysis, Process Design, Executive Management, Shareholder Value, Team Leadership, Cross-functional Team..., C-Level Relationships, Builds Bridges, Collaborative Leadership, Leading Development..., Leading Positive Change, Bloomberg, Customer Insight
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Finance, Entrepreneurship
University of Melbourne - Melbourne Business School
Georgia Institute of Technology 2002 — 2004
BSEE, Electrical Engineering
Morehouse College 1999 — 2004
BSc, Physics
Shapri Generette's UBS Investment Bank Experience July 2013 - September 2013
Job Investment Banking Associate at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey May 2014 - Present
Morgan Stanley October 2013 - May 2014
UBS Investment Bank July 2013 - September 2013
UBS Investment Bank July 2010 - June 2013
UBS Investment Bank June 2009 - August 2009
Sponsors for Educational Opportunity 2009 - 2009
Skills
Valuation, Data Analysis, Corporate Finance, Financial Modeling, Investment Banking, Capital Markets, Private Equity, LBO, Bloomberg, Banking, Equities, Financial Analysis, Microsoft Office, Due Diligence
Education
Georgia Institute of Technology 2007 — 2010
Bachelor of Science (B.S.), Industrial & Systems Engineering
SunTrust Robinson Humphrey May 2014 - Present
Morgan Stanley October 2013 - May 2014
UBS Investment Bank July 2013 - September 2013
UBS Investment Bank July 2010 - June 2013
UBS Investment Bank June 2009 - August 2009
Sponsors for Educational Opportunity 2009 - 2009
Skills
Valuation, Data Analysis, Corporate Finance, Financial Modeling, Investment Banking, Capital Markets, Private Equity, LBO, Bloomberg, Banking, Equities, Financial Analysis, Microsoft Office, Due Diligence
Education
Georgia Institute of Technology 2007 — 2010
Bachelor of Science (B.S.), Industrial & Systems Engineering
Carolyne Gathinji's UBS Investment Bank Experience July 2011 - June 2013
Job Associate at McKinsey & Company
Industry Financial Services
Experience
McKinsey & Company August 2015 - Present
McKinsey & Company June 2014 - August 2014
UBS Investment Bank July 2011 - June 2013
MIT Sloan School of Management September 2007 - July 2011
UBS Investment Bank June 2010 - August 2010
UBS Investment Bank June 2009 - August 2009
MIT Undergraduate Research Opportunities Program June 2008 - September 2008
MIT Alumni Association September 2007 - May 2008
Skills
Investment Banking, Bloomberg, Financial Modeling, Finance, Corporate Finance, R, Management, Valuation
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Massachusetts Institute of Technology 2007 — 2011
BS in Mathematics, BS in Management Science, Minor in Economics
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2011
BS in Management Science, BS in Mathematics, Minor in Economics
McKinsey & Company August 2015 - Present
McKinsey & Company June 2014 - August 2014
UBS Investment Bank July 2011 - June 2013
MIT Sloan School of Management September 2007 - July 2011
UBS Investment Bank June 2010 - August 2010
UBS Investment Bank June 2009 - August 2009
MIT Undergraduate Research Opportunities Program June 2008 - September 2008
MIT Alumni Association September 2007 - May 2008
Skills
Investment Banking, Bloomberg, Financial Modeling, Finance, Corporate Finance, R, Management, Valuation
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Massachusetts Institute of Technology 2007 — 2011
BS in Mathematics, BS in Management Science, Minor in Economics
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2011
BS in Management Science, BS in Mathematics, Minor in Economics
Brandon Dunn's UBS Investment Bank Experience 2001 - 2008
Job Managing Director at AK Capital
Industry Financial Services
Experience
Maxim Group January 2013 - Present
Rochdale May 2009 - January 2013
UBS Investment Bank 2001 - 2008
Rabobank 1999 - 2001
Deutsche Bank 1997 - 1999
JP Morgan 1991 - 1995
Skills
Capital Markets, Financial Structuring
Education
Georgetown University Law Center 1981 — 1984
JD, Law
University of Pennsylvania - The Wharton School 1977 — 1981
BS Economics, Business
Maxim Group January 2013 - Present
Rochdale May 2009 - January 2013
UBS Investment Bank 2001 - 2008
Rabobank 1999 - 2001
Deutsche Bank 1997 - 1999
JP Morgan 1991 - 1995
Skills
Capital Markets, Financial Structuring
Education
Georgetown University Law Center 1981 — 1984
JD, Law
University of Pennsylvania - The Wharton School 1977 — 1981
BS Economics, Business
Brian Ford's UBS Investment Bank Experience July 2002 - April 2004
Job
Industry Investment Management
Experience
The TCW Group May 2015 - Present
PIMCO July 2010 - May 2015
PAAMCO 2009 - 2010
Lehman Brothers June 2008 - August 2008
HSBC May 2005 - April 2007
M. Safra & Co. April 2004 - May 2005
UBS Investment Bank July 2002 - April 2004
Skills
Fixed Income, Due Diligence, Investments, Hedge Funds, Valuation, Private Equity, Asset Management, Equities, Financial Modeling, Management, Bloomberg, Financial Analysis, Capital Markets, Trading, Alternative Investments, Portfolio Management
Education
Harvard Business School 2007 — 2009
MBA
Yale University 1998 — 2002
BA, Economics
KLHT
The TCW Group May 2015 - Present
PIMCO July 2010 - May 2015
PAAMCO 2009 - 2010
Lehman Brothers June 2008 - August 2008
HSBC May 2005 - April 2007
M. Safra & Co. April 2004 - May 2005
UBS Investment Bank July 2002 - April 2004
Skills
Fixed Income, Due Diligence, Investments, Hedge Funds, Valuation, Private Equity, Asset Management, Equities, Financial Modeling, Management, Bloomberg, Financial Analysis, Capital Markets, Trading, Alternative Investments, Portfolio Management
Education
Harvard Business School 2007 — 2009
MBA
Yale University 1998 — 2002
BA, Economics
KLHT
Kori Hale's UBS Investment Bank Experience 2007 - 2008
Job Segment Producer at CNBC
Industry Broadcast Media
Experience
CNBC 2014 - Present
TheStreet 2014 - 2014
Bloomberg LP 2013 - 2014
Goldman Sachs 2009 - 2012
UBS Investment Bank 2007 - 2008
Education
Syracuse University 2012 — 2013
Master of Science (MS)
Hampton University 2003 — 2007
Bachelor of Science (B.S.)
CNBC 2014 - Present
TheStreet 2014 - 2014
Bloomberg LP 2013 - 2014
Goldman Sachs 2009 - 2012
UBS Investment Bank 2007 - 2008
Education
Syracuse University 2012 — 2013
Master of Science (MS)
Hampton University 2003 — 2007
Bachelor of Science (B.S.)
Ted Kallergis's UBS Investment Bank Experience July 2010 - December 2013
Job Director of Strategic Planning
Industry Real Estate
Experience
Phillips Edison & Company January 2014 - Present
UBS Investment Bank July 2010 - December 2013
Education
Georgetown University 2006 — 2010
BSBA, Finance, Accounting
Georgetown University - The McDonough School of Business 2006 — 2010
Phillips Edison & Company January 2014 - Present
UBS Investment Bank July 2010 - December 2013
Education
Georgetown University 2006 — 2010
BSBA, Finance, Accounting
Georgetown University - The McDonough School of Business 2006 — 2010
Li Xu's UBS Investment Bank Experience September 2013 - Present
Job Quantitative Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank September 2013 - Present
Skills
Statistics, Derivatives, Matlab, Financial Modeling, R, VBA, C++, SAS, Quantitative Finance, Python, Quantitative Analytics, Analysis
Education
Georgia Institute of Technology 2008 — 2014
Doctor of Philosophy (Ph.D.), Industrial Engineering
UBS Investment Bank September 2013 - Present
Skills
Statistics, Derivatives, Matlab, Financial Modeling, R, VBA, C++, SAS, Quantitative Finance, Python, Quantitative Analytics, Analysis
Education
Georgia Institute of Technology 2008 — 2014
Doctor of Philosophy (Ph.D.), Industrial Engineering
Robyn Liska's UBS Investment Bank Experience July 2014 - Present
Job Power & Renewables Associate Director at UBS
Industry Renewables & Environment
Experience
UBS Investment Bank July 2014 - Present
Georgetown University's McDonough School of Business August 2012 - May 2014
Walmart June 2013 - August 2013
Eastern Research Group (ERG) May 2010 - June 2012
World Resources Institute Climate and Energy Program June 2008 - September 2008
World Resources Institute Center for Sustainable Transport September 2007 - February 2008
Skills
Climate Change, Renewable Energy, Energy Policy, Sustainability, Policy Analysis, Sustainable Energy, Public Policy, Economics, Environmental Awareness, Research, Data Analysis, Solar Energy, Alternative Energy, International Relations, Non-profits, Program Management, Editing, Policy, Analysis, Nonprofits, Sustainable Business
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Operations, McDonough Scholar, Beta Gamma Sigma
Georgetown University 2004 — 2008
BSFS, Science, Technology & International Affairs, Summa Cum Laude, Phi Beta Kappa
UBS Investment Bank July 2014 - Present
Georgetown University's McDonough School of Business August 2012 - May 2014
Walmart June 2013 - August 2013
Eastern Research Group (ERG) May 2010 - June 2012
World Resources Institute Climate and Energy Program June 2008 - September 2008
World Resources Institute Center for Sustainable Transport September 2007 - February 2008
Skills
Climate Change, Renewable Energy, Energy Policy, Sustainability, Policy Analysis, Sustainable Energy, Public Policy, Economics, Environmental Awareness, Research, Data Analysis, Solar Energy, Alternative Energy, International Relations, Non-profits, Program Management, Editing, Policy, Analysis, Nonprofits, Sustainable Business
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Operations, McDonough Scholar, Beta Gamma Sigma
Georgetown University 2004 — 2008
BSFS, Science, Technology & International Affairs, Summa Cum Laude, Phi Beta Kappa
Alex Loan's UBS Investment Bank Experience 1998 - 2000
Job at Retired
Industry Computer Software
Experience
Retired 2001 - Present
UBS Investment Bank 1998 - 2000
Softbridge Solutions 1993 - 1994
NEC Technologies 1990 - 1993
Lotus Development 1986 - 1990
Skills
Windows, Microsoft Office, Microsoft Excel, Public Speaking, Research, Strategic Planning, Microsoft Word, PowerPoint, HTML, Project Management, Customer Service, Teaching
Education
Hamilton College 1981 — 1983
Economics & History
Cayuga County Community College 1979 — 1981
AA, Lib Arts
Retired 2001 - Present
UBS Investment Bank 1998 - 2000
Softbridge Solutions 1993 - 1994
NEC Technologies 1990 - 1993
Lotus Development 1986 - 1990
Skills
Windows, Microsoft Office, Microsoft Excel, Public Speaking, Research, Strategic Planning, Microsoft Word, PowerPoint, HTML, Project Management, Customer Service, Teaching
Education
Hamilton College 1981 — 1983
Economics & History
Cayuga County Community College 1979 — 1981
AA, Lib Arts
Damian Taylor's UBS Investment Bank Experience August 2005 - December 2008
Job Director CBRE Capital Advisors at CBRE
Industry Real Estate
Experience
CBRE November 2009 - Present
Ciuci Consulting January 2009 - May 2009
UBS Investment Bank August 2005 - December 2008
The JBG Companies June 2003 - August 2003
Hines August 2001 - June 2003
Skills
Real Estate Economics, Valuation, Real Estate Development, Real Estate, Due Diligence, Asset Managment, Investment Properties, Investments, Financial Modeling, Real Estate Transactions, Disposition, Commercial Real Estate, Real Estate Financing, Property Management, Private Equity, Asset Management, Acquisitions, Mergers & Acquisitions, Corporate Real Estate, Leases, Financial Structuring, Location Intelligence, Capital
Education
Harvard Business School 2003 — 2005
MBA, Real Estate and Finance
Georgia Institute of Technology
BS, Civil Engineering
University of Oxford
Humanities, Humanities
Leland High School
CBRE November 2009 - Present
Ciuci Consulting January 2009 - May 2009
UBS Investment Bank August 2005 - December 2008
The JBG Companies June 2003 - August 2003
Hines August 2001 - June 2003
Skills
Real Estate Economics, Valuation, Real Estate Development, Real Estate, Due Diligence, Asset Managment, Investment Properties, Investments, Financial Modeling, Real Estate Transactions, Disposition, Commercial Real Estate, Real Estate Financing, Property Management, Private Equity, Asset Management, Acquisitions, Mergers & Acquisitions, Corporate Real Estate, Leases, Financial Structuring, Location Intelligence, Capital
Education
Harvard Business School 2003 — 2005
MBA, Real Estate and Finance
Georgia Institute of Technology
BS, Civil Engineering
University of Oxford
Humanities, Humanities
Leland High School
Andrew Doggendorf's UBS Investment Bank Experience April 2006 - Present
Job Director Prime Services Account Manager UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank April 2006 - Present
Skills
Hedge Funds, Prime Brokerage, Equities, Fixed Income
Education
Georgia Southern University
UBS Investment Bank April 2006 - Present
Skills
Hedge Funds, Prime Brokerage, Equities, Fixed Income
Education
Georgia Southern University
Susie Smith's UBS Investment Bank Experience August 2006 - August 2007
Job Technology Incubation & Enablement at Schneider Electric
Industry Electrical/Electronic Manufacturing
Experience
Schneider Electric June 2014 - Present
Schneider Electric December 2012 - Present
Scheider Electric June 2011 - Present
Schneider Electric February 2010 - June 2011
Schneider Electric December 2007 - March 2010
UBS Investment Bank August 2006 - August 2007
Witness Systems 2003 - 2005
Skills
Project Management, Business Process..., Cross-functional Team..., Leadership, Business Process, Training, Strategic Planning, Management, Strategy, Manufacturing, PMP, Data Center, Account Management, Change Management, Business Development, Contract Negotiation, New Business Development, Team Management, Process Improvement
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
Master of Business Administration, Entrepreneurship
Georgia Institute of Technology 2001 — 2006
Industrial Engineering, Industrial & Systems Engineering
The Walker School
Schneider Electric June 2014 - Present
Schneider Electric December 2012 - Present
Scheider Electric June 2011 - Present
Schneider Electric February 2010 - June 2011
Schneider Electric December 2007 - March 2010
UBS Investment Bank August 2006 - August 2007
Witness Systems 2003 - 2005
Skills
Project Management, Business Process..., Cross-functional Team..., Leadership, Business Process, Training, Strategic Planning, Management, Strategy, Manufacturing, PMP, Data Center, Account Management, Change Management, Business Development, Contract Negotiation, New Business Development, Team Management, Process Improvement
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
Master of Business Administration, Entrepreneurship
Georgia Institute of Technology 2001 — 2006
Industrial Engineering, Industrial & Systems Engineering
The Walker School
Trevor Martin's UBS Investment Bank Experience March 2012 - May 2014
Job Vice President at Moelis & Company
Industry Banking
Experience
Moelis & Company May 2014 - Present
UBS Investment Bank March 2012 - May 2014
UBS Investment Bank August 2008 - March 2012
The Nielsen Company 2002 - 2006
Skills
Investment Banking, Valuation, Financial Modeling, Private Equity, Equities, Capital Markets, M&A experience, Fixed Income, Corporate Development, Corporate Finance, Venture Capital, Due Diligence, Portfolio Management, Asset Managment, Mergers, Trading, Analytics, Credit Analysis, LBO, Segmentation
Education
The Tuck School of Business at Dartmouth 2006 — 2008
MBA, Finance
Georgetown University 2000 — 2002
BA, History
Trinity College-Hartford 1998 — 2000
BA, History
Brunswick School 1995 — 1998
Moelis & Company May 2014 - Present
UBS Investment Bank March 2012 - May 2014
UBS Investment Bank August 2008 - March 2012
The Nielsen Company 2002 - 2006
Skills
Investment Banking, Valuation, Financial Modeling, Private Equity, Equities, Capital Markets, M&A experience, Fixed Income, Corporate Development, Corporate Finance, Venture Capital, Due Diligence, Portfolio Management, Asset Managment, Mergers, Trading, Analytics, Credit Analysis, LBO, Segmentation
Education
The Tuck School of Business at Dartmouth 2006 — 2008
MBA, Finance
Georgetown University 2000 — 2002
BA, History
Trinity College-Hartford 1998 — 2000
BA, History
Brunswick School 1995 — 1998
John Tirado's UBS Investment Bank Experience November 2013 - Present
Job Investment Banking Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank November 2013 - Present
Violy & Company May 2013 - November 2013
PS Energy Group May 2010 - August 2010
Wellstar Financial May 2009 - August 2009
Skills
Microsoft Excel, Financial Analysis, Corporate Finance, Financial Modeling, Team Leadership, Microsoft Office, Microsoft Word, PowerPoint, Investment Banking, Valuation, Restructuring
Education
Georgia State University 2009 — 2012
Bachelor's Degree, B.B.A. Finance
Colegio San Carlos
UBS Investment Bank November 2013 - Present
Violy & Company May 2013 - November 2013
PS Energy Group May 2010 - August 2010
Wellstar Financial May 2009 - August 2009
Skills
Microsoft Excel, Financial Analysis, Corporate Finance, Financial Modeling, Team Leadership, Microsoft Office, Microsoft Word, PowerPoint, Investment Banking, Valuation, Restructuring
Education
Georgia State University 2009 — 2012
Bachelor's Degree, B.B.A. Finance
Colegio San Carlos
Tommy Brewer's UBS Investment Bank Experience May 2000 - May 2003
Job Investment Banker at Ziegler
Industry Investment Banking
Experience
Ziegler May 2014 - Present
BB&T Capital Markets May 2003 - May 2014
UBS Investment Bank May 2000 - May 2003
First Union Securities May 1998 - May 2000
Bon Secours Health System January 1990 - May 1998
Education
Guilford College 1985 — 1989
BS, Accounting and Business Management
Ziegler May 2014 - Present
BB&T Capital Markets May 2003 - May 2014
UBS Investment Bank May 2000 - May 2003
First Union Securities May 1998 - May 2000
Bon Secours Health System January 1990 - May 1998
Education
Guilford College 1985 — 1989
BS, Accounting and Business Management
Thomas Vermylen's UBS Investment Bank Experience 2005 - 2009
Job National Account Manager at A. Zerega's Sons Inc.
Industry Food Production
Experience
A. Zerega's Sons Inc. January 2015 - Present
Wells Fargo Securities December 2012 - December 2014
Merlin Securities 2009 - December 2012
UBS Investment Bank 2005 - 2009
Education
Georgetown University 1999 — 2003
BS
Delbarton School 1995 — 1999
A. Zerega's Sons Inc. January 2015 - Present
Wells Fargo Securities December 2012 - December 2014
Merlin Securities 2009 - December 2012
UBS Investment Bank 2005 - 2009
Education
Georgetown University 1999 — 2003
BS
Delbarton School 1995 — 1999
William C. Robinson's UBS Investment Bank Experience August 1992 - May 1997
Job Derivatives Strategist and Senior Risk Manager
Industry Capital Markets
Experience
C12 Capital Management September 2009 - July 2012
Barclays Capital April 2003 - August 2009
PANACHE June 1997 - March 2003
UBS Investment Bank August 1992 - May 1997
Cravath, Swaine & Moore LLP August 1989 - August 1991
Education
New York University 1994 — 1997
Master of Business Administration (MBA), Finance
Stanford University 1991 — 1992
Master of Science (MS), Operations Research
Hamilton College 1986 — 1989
Bachelor of Arts (B.A.), Political Science and Mathematics
C12 Capital Management September 2009 - July 2012
Barclays Capital April 2003 - August 2009
PANACHE June 1997 - March 2003
UBS Investment Bank August 1992 - May 1997
Cravath, Swaine & Moore LLP August 1989 - August 1991
Education
New York University 1994 — 1997
Master of Business Administration (MBA), Finance
Stanford University 1991 — 1992
Master of Science (MS), Operations Research
Hamilton College 1986 — 1989
Bachelor of Arts (B.A.), Political Science and Mathematics
DJ Ciaburri's UBS Investment Bank Experience 2014 - Present
Job Associate Director | Private Funds Group at UBS Investment Bank
Industry Venture Capital & Private Equity
Experience
UBS Investment Bank 2014 - Present
Riveria Investment Group 2010 - 2014
Merrill Lynch 2008 - 2010
Education
Gettysburg College 2003 — 2007
Avon Old Farms School 1999 — 2003
UBS Investment Bank 2014 - Present
Riveria Investment Group 2010 - 2014
Merrill Lynch 2008 - 2010
Education
Gettysburg College 2003 — 2007
Avon Old Farms School 1999 — 2003
Richard Kampert's UBS Investment Bank Experience January 2011 - September 2014
Job Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs September 2014 - Present
UBS Investment Bank January 2011 - September 2014
Janney Montgomery Scott June 2010 - August 2010
PPL Energy Plus, LLC January 2010 - June 2010
Education
Gettysburg College 2007 — 2010
Bachelor of Arts (BA), Economics, Management
Goldman Sachs September 2014 - Present
UBS Investment Bank January 2011 - September 2014
Janney Montgomery Scott June 2010 - August 2010
PPL Energy Plus, LLC January 2010 - June 2010
Education
Gettysburg College 2007 — 2010
Bachelor of Arts (BA), Economics, Management
Airende Ojeomogha's UBS Investment Bank Experience July 2011 - June 2012
Job Manager at Deloitte
Industry Management Consulting
Experience
The Dow Chemical Company October 2014 - January 2015
Fisher Investments May 2013 - March 2014
Shinnecock Partners September 2012 - April 2013
UBS Investment Bank July 2011 - June 2012
Addax Petroleum January 2009 - December 2009
Skills
Asset Managment, Derivatives, Investment Banking, Hedge Funds, Financial Modeling, Financial Analysis, Fixed Income, Alternative Investments, Commodity, Equities, Bloomberg Terminal, Reuters 3000, Microsoft Excel, VBA, Matlab, Business Objects, Autodesk Software, Product Control, SAP BW, AutoCAD
Education
University of California, Berkeley, Haas School of Business
Master's Degree, Financial Engineering
Grenoble Ecole de Management - Grenoble Graduate School of Business
Master of Science (M.Sc.), Finance
Covenant University
Bachelor of Engineering (B.Eng.), Mechanical Engineering
The Dow Chemical Company October 2014 - January 2015
Fisher Investments May 2013 - March 2014
Shinnecock Partners September 2012 - April 2013
UBS Investment Bank July 2011 - June 2012
Addax Petroleum January 2009 - December 2009
Skills
Asset Managment, Derivatives, Investment Banking, Hedge Funds, Financial Modeling, Financial Analysis, Fixed Income, Alternative Investments, Commodity, Equities, Bloomberg Terminal, Reuters 3000, Microsoft Excel, VBA, Matlab, Business Objects, Autodesk Software, Product Control, SAP BW, AutoCAD
Education
University of California, Berkeley, Haas School of Business
Master's Degree, Financial Engineering
Grenoble Ecole de Management - Grenoble Graduate School of Business
Master of Science (M.Sc.), Finance
Covenant University
Bachelor of Engineering (B.Eng.), Mechanical Engineering
William Dean's UBS Investment Bank Experience May 2015 - August 2015
Job ECM Summer Analyst at UBS Investment Bank
Industry Higher Education
Experience
Students of Georgetown, Inc. March 2014 - Present
UBS Investment Bank May 2015 - August 2015
Students of Georgetown, Inc. March 2014 - March 2015
Arias Resource Capital Management LP May 2014 - June 2014
Students of Georgetown, Inc. August 2013 - May 2014
Students of Georgetown, Inc. March 2013 - March 2014
U.S. House of Representatives June 2013 - July 2013
Haywood Securities July 2011 - August 2011
Skills
Social Media, Public Speaking, Microsoft Office, iWork, Google Docs, OS X, Windows, Microsoft Excel
Education
Georgetown University 2012 — 2016
Bachelor of Science in Business Administration (B.S.B.A), Majors: Finance, Operations and Information Management, Minor: Government
University of Oxford 2014 — 2014
Collingwood School 1999 — 2012
Students of Georgetown, Inc. March 2014 - Present
UBS Investment Bank May 2015 - August 2015
Students of Georgetown, Inc. March 2014 - March 2015
Arias Resource Capital Management LP May 2014 - June 2014
Students of Georgetown, Inc. August 2013 - May 2014
Students of Georgetown, Inc. March 2013 - March 2014
U.S. House of Representatives June 2013 - July 2013
Haywood Securities July 2011 - August 2011
Skills
Social Media, Public Speaking, Microsoft Office, iWork, Google Docs, OS X, Windows, Microsoft Excel
Education
Georgetown University 2012 — 2016
Bachelor of Science in Business Administration (B.S.B.A), Majors: Finance, Operations and Information Management, Minor: Government
University of Oxford 2014 — 2014
Collingwood School 1999 — 2012
peter Brophy's UBS Investment Bank Experience 1998 - 2011
Job Investment Banking Professional
Industry Investment Banking
Experience
Platte River Capital August 2013 - Present
UBS Investment Bank 1998 - 2011
AG Edwards May 1998 - May 1999
Deutsche Bank (CJ Lawrence) August 1978 - April 1998
Skills
Equities, Financial Markets, Emerging Markets, Portfolio Management, Investments
Education
Hamilton College 1969 — 1973
Bachelor's degree, Psychology
Loomis School 1966 — 1969
Platte River Capital August 2013 - Present
UBS Investment Bank 1998 - 2011
AG Edwards May 1998 - May 1999
Deutsche Bank (CJ Lawrence) August 1978 - April 1998
Skills
Equities, Financial Markets, Emerging Markets, Portfolio Management, Investments
Education
Hamilton College 1969 — 1973
Bachelor's degree, Psychology
Loomis School 1966 — 1969
Harry Hristoforatos's UBS Investment Bank Experience 2005 - 2009
Job Managing Director Tradeweb Credit
Industry Financial Services
Hitendra Jadav's UBS Investment Bank Experience January 2005 - August 2005
Job Team Lead | Senior Software Engineer | Seeking fulltime
Industry Financial Services
Experience
Neuberger Berman September 2007 - Present
Lehman Brothers September 2005 - August 2007
System Soft Technologies, LLC January 2005 - August 2007
UBS Investment Bank January 2005 - August 2005
E-Tech Software Ltd, India January 2000 - December 2004
Skills
ASP.NET, C#, SDLC, jQuery, Crystal Reports, Microsoft SQL Server, Web Services, Requirements Analysis, ASP.NET AJAX, Agile Methodologies, SQL, SSIS, XML, WCF, Equities, Mutual Funds, Fixed Income, AJAX, Sybase, XSLT, .NET, RESTful WebServices, Performance Testing, Software Development, WCF Services, Business Analysis, WinForms, VB.NET, Stored Procedures, Web Development, T-SQL, SSRS, Web Applications, IIS, DevExpress, HTML, JScript, SOAP, Visual Studio, Visual Basic, ADO.NET, Databases, Trading Systems, Portfolio Management, Data Warehousing, VBA, VSS, ASP, TFS, LINQ
Education
Gujarat University 1997 — 2000
Master of Computer Applications (MCA), Computer Science
Gujarat University
Bachelor of Commerce (B.Com.), Accounting and Finance
Neuberger Berman September 2007 - Present
Lehman Brothers September 2005 - August 2007
System Soft Technologies, LLC January 2005 - August 2007
UBS Investment Bank January 2005 - August 2005
E-Tech Software Ltd, India January 2000 - December 2004
Skills
ASP.NET, C#, SDLC, jQuery, Crystal Reports, Microsoft SQL Server, Web Services, Requirements Analysis, ASP.NET AJAX, Agile Methodologies, SQL, SSIS, XML, WCF, Equities, Mutual Funds, Fixed Income, AJAX, Sybase, XSLT, .NET, RESTful WebServices, Performance Testing, Software Development, WCF Services, Business Analysis, WinForms, VB.NET, Stored Procedures, Web Development, T-SQL, SSRS, Web Applications, IIS, DevExpress, HTML, JScript, SOAP, Visual Studio, Visual Basic, ADO.NET, Databases, Trading Systems, Portfolio Management, Data Warehousing, VBA, VSS, ASP, TFS, LINQ
Education
Gujarat University 1997 — 2000
Master of Computer Applications (MCA), Computer Science
Gujarat University
Bachelor of Commerce (B.Com.), Accounting and Finance
Erika Pagel's UBS Investment Bank Experience 2000 - 2006
Job Portfolio Manager at Brown Advisory
Industry Financial Services
Experience
Brown Advisory June 2012 - Present
Silver Bridge 2010 - 2012
Balyasny Asset Management L.P. 2006 - 2008
UBS Investment Bank 2000 - 2006
Schroders 1999 - 2000
MFS Investment Management 1996 - 1998
Skills
Equities, Investments
Education
Hartwick College 1992 — 1996
Economics and English
St. Luke's High School 1988 — 1992
Brown Advisory June 2012 - Present
Silver Bridge 2010 - 2012
Balyasny Asset Management L.P. 2006 - 2008
UBS Investment Bank 2000 - 2006
Schroders 1999 - 2000
MFS Investment Management 1996 - 1998
Skills
Equities, Investments
Education
Hartwick College 1992 — 1996
Economics and English
St. Luke's High School 1988 — 1992