UBS Investment Bank
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UBS Investment Bank Employees
Employee
Years
Job
Industry
Adam Fiedor Adam Fiedor's UBS Investment Bank Experience September 2005 - February 2007
Job Director Investment Banking Financial Services at KPMG Corporate Finance LLC
Industry Investment Banking
Experience
KPMG Corporate Finance LLC June 2014 - Present
St. Charles Capital January 2012 - June 2014
St. Charles Capital January 2010 - June 2014
St. Charles Capital January 2009 - December 2011
St. Charles Capital, LLC April 2007 - December 2008
UBS Investment Bank September 2005 - February 2007
Centennial Ventures October 2001 - June 2003
The Wallach Company June 1998 - January 2001
Skills
Mergers, Corporate Finance, Capital Markets, Valuation, Investment Banking, Equities, Leveraged Finance, Private Equity, Due Diligence, Financial Institutions, Capital, Acquisitions, Bank Mergers, Community Banking, Strategic Consulting, Bonds, Financial Transactions, Community Banks, Strategy, Mergers & Acquisitions, Strategic Planning, Portfolio Management, IPO, Finance, Financial Modeling, Financial Analysis, Financial Services
Education
Harvard Business School 2003 — 2005
MBA
University of Denver 1994 — 1998
BSBA, Economics/Finance
KPMG Corporate Finance LLC June 2014 - Present
St. Charles Capital January 2012 - June 2014
St. Charles Capital January 2010 - June 2014
St. Charles Capital January 2009 - December 2011
St. Charles Capital, LLC April 2007 - December 2008
UBS Investment Bank September 2005 - February 2007
Centennial Ventures October 2001 - June 2003
The Wallach Company June 1998 - January 2001
Skills
Mergers, Corporate Finance, Capital Markets, Valuation, Investment Banking, Equities, Leveraged Finance, Private Equity, Due Diligence, Financial Institutions, Capital, Acquisitions, Bank Mergers, Community Banking, Strategic Consulting, Bonds, Financial Transactions, Community Banks, Strategy, Mergers & Acquisitions, Strategic Planning, Portfolio Management, IPO, Finance, Financial Modeling, Financial Analysis, Financial Services
Education
Harvard Business School 2003 — 2005
MBA
University of Denver 1994 — 1998
BSBA, Economics/Finance
Baron Davis Baron Davis's UBS Investment Bank Experience June 2015 - Present
Job Investment Banking Analyst at UBS
Industry Investment Banking
Experience
UBS Investment Bank June 2015 - Present
Barclays Investment Bank June 2013 - August 2013
Promenade Homes July 2012 - August 2012
TXL Mortgage Corporation June 2010 - August 2010
Patriot Wealth Management, Inc. June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Office, Data Entry, Microsoft Word, Social Media, Valuation, Investments, Data Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2015
M.S. Finance (MSF), Energy Finance
Harvard University 2010 — 2014
Bachelor's degree, Economics
Spring Branch Memorial High School 2006 — 2010
Diploma
UBS Investment Bank June 2015 - Present
Barclays Investment Bank June 2013 - August 2013
Promenade Homes July 2012 - August 2012
TXL Mortgage Corporation June 2010 - August 2010
Patriot Wealth Management, Inc. June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Office, Data Entry, Microsoft Word, Social Media, Valuation, Investments, Data Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2015
M.S. Finance (MSF), Energy Finance
Harvard University 2010 — 2014
Bachelor's degree, Economics
Spring Branch Memorial High School 2006 — 2010
Diploma
Russ Mayerfeld's UBS Investment Bank Experience February 1998 - April 2003
Job Senior Managing Director, Alternative Investments, Allstate
Industry Financial Services
Experience
The Allstate Corporation August 2014 - Present
Excelsus LLC, 2003 - August 2014
HealthSpring, Inc June 2004 - January 2012
Fremont General Corporation June 2004 - March 2008
UBS Investment Bank February 1998 - April 2003
Dillon Read April 1997 - February 1998
Dean Witter Reynolds February 1984 - April 1997
Skills
Corporate Finance, Mergers & Acquisitions, Business Strategy, Private Equity, Alternative Investments, Financial Audits, Financial Services, CPA, Board of Directors, Board Governance, Restructuring, Life Insurance, Property & Casualty..., Investment Management
Education
Harvard Business School 1978 — 1980
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign 1971 — 1975
Bachelor's degree, Accounting
The Allstate Corporation August 2014 - Present
Excelsus LLC, 2003 - August 2014
HealthSpring, Inc June 2004 - January 2012
Fremont General Corporation June 2004 - March 2008
UBS Investment Bank February 1998 - April 2003
Dillon Read April 1997 - February 1998
Dean Witter Reynolds February 1984 - April 1997
Skills
Corporate Finance, Mergers & Acquisitions, Business Strategy, Private Equity, Alternative Investments, Financial Audits, Financial Services, CPA, Board of Directors, Board Governance, Restructuring, Life Insurance, Property & Casualty..., Investment Management
Education
Harvard Business School 1978 — 1980
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign 1971 — 1975
Bachelor's degree, Accounting
Luis Nario Luis Nario's UBS Investment Bank Experience August 1999 - December 2001
Job Partner at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company January 2014 - Present
McKinsey & Company May 2013 - January 2014
Lehman Brothers July 2005 - May 2008
Lehman Brothers December 2001 - July 2005
UBS Investment Bank August 1999 - December 2001
UBS Investment Bank April 1996 - July 1999
Banco BICE April 1995 - March 1996
Oliver Wyman January 1993 - April 1995
Skills
Capital Markets, Risk Management, Financial Risk, Fixed Income, Credit Risk, Investment Banking, Structured Finance, Banking, Portfolio Management, Structured Products, Derivatives, Finance, Emerging Markets, Strategy, Securitization, Hedge Funds, Financial Markets, Corporate Finance, Private Equity, Valuation, Equities, Financial Institutions, Financial Structuring, Interest Rate..., Project Finance, FX Options, Financial Modeling, Credit Derivatives, Due Diligence, Asset Management
Education
Yale Law School 2010 — 2013
JD, Law
Harvard University 1989 — 1993
BA, Mathematics
Pontificia Universidad Católica de Chile
Santiago College
Santiago College
McKinsey & Company January 2014 - Present
McKinsey & Company May 2013 - January 2014
Lehman Brothers July 2005 - May 2008
Lehman Brothers December 2001 - July 2005
UBS Investment Bank August 1999 - December 2001
UBS Investment Bank April 1996 - July 1999
Banco BICE April 1995 - March 1996
Oliver Wyman January 1993 - April 1995
Skills
Capital Markets, Risk Management, Financial Risk, Fixed Income, Credit Risk, Investment Banking, Structured Finance, Banking, Portfolio Management, Structured Products, Derivatives, Finance, Emerging Markets, Strategy, Securitization, Hedge Funds, Financial Markets, Corporate Finance, Private Equity, Valuation, Equities, Financial Institutions, Financial Structuring, Interest Rate..., Project Finance, FX Options, Financial Modeling, Credit Derivatives, Due Diligence, Asset Management
Education
Yale Law School 2010 — 2013
JD, Law
Harvard University 1989 — 1993
BA, Mathematics
Pontificia Universidad Católica de Chile
Santiago College
Santiago College
Stacey Solliday's UBS Investment Bank Experience July 2011 - July 2012
Job Venture Investor and M&A Professional
Industry Venture Capital & Private Equity
Experience
Cisco Investments July 2014 - Present
Vantage Data Centers September 2012 - June 2014
UBS Investment Bank July 2011 - July 2012
UBS Investment Bank June 2010 - August 2010
Harvard University Computer Science Department August 2009 - December 2009
Office of Senator Barack Obama May 2008 - September 2008
Skills
Mergers & Acquisitions, Valuation, Financial Modeling, Economics, Strategy, Business Strategy, Portfolio Management, Emerging Markets, Venture Capital, Finance, Mergers, Private Equity, PowerPoint, Financial Analysis, Entrepreneurship, Due Diligence, Real Estate Economics
Education
Harvard University
Bachelor of Arts (BA), Economics, Computer Science
Cisco Investments July 2014 - Present
Vantage Data Centers September 2012 - June 2014
UBS Investment Bank July 2011 - July 2012
UBS Investment Bank June 2010 - August 2010
Harvard University Computer Science Department August 2009 - December 2009
Office of Senator Barack Obama May 2008 - September 2008
Skills
Mergers & Acquisitions, Valuation, Financial Modeling, Economics, Strategy, Business Strategy, Portfolio Management, Emerging Markets, Venture Capital, Finance, Mergers, Private Equity, PowerPoint, Financial Analysis, Entrepreneurship, Due Diligence, Real Estate Economics
Education
Harvard University
Bachelor of Arts (BA), Economics, Computer Science
Jacqueline Loken Jacqueline Loken's UBS Investment Bank Experience July 2007 - June 2009
Job Director of Finance at BrandProject LP
Industry Venture Capital & Private Equity
Experience
BrandProject LP February 2015 - Present
SAGE & ROW June 2014 - Present
Marvin Traub Associates October 2010 - July 2012
Catterton Partners July 2009 - September 2010
UBS Investment Bank July 2007 - June 2009
Skills
Corporate Development, Leveraged Finance, Strategy, M&A experience, Business Strategy, Entrepreneurship
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of Virginia 2003 — 2007
B.S., Commerce, Finance
BrandProject LP February 2015 - Present
SAGE & ROW June 2014 - Present
Marvin Traub Associates October 2010 - July 2012
Catterton Partners July 2009 - September 2010
UBS Investment Bank July 2007 - June 2009
Skills
Corporate Development, Leveraged Finance, Strategy, M&A experience, Business Strategy, Entrepreneurship
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of Virginia 2003 — 2007
B.S., Commerce, Finance
Allen Ewalt's UBS Investment Bank Experience April 2004 - December 2004
Job Consulting Engagement Manager Operational Improvement, Analytics, and Change Management
Industry Management Consulting
Experience
EXL April 2015 - Present
EXL 2014 - Present
Opera Solutions 2012 - 2013
Opera Solutions January 2010 - December 2011
American Parliamentary Debate Society April 2008 - April 2010
Opera Solutions August 2008 - December 2009
The Princeton Review 2006 - 2009
UBS Investment Bank April 2004 - December 2004
Friedman, Turbidy, and Company June 2002 - September 2002
Skills
Data Analysis, Statistics, Management Consulting, Business Strategy, Analytics, Research, Strategic Consulting, Due Diligence, Market Research, Data Mining, Strategic Planning, Microsoft Excel, Management, Strategy, Predictive Modeling, Analysis, Competitive Analysis, Change Management, Program Management, Business Analytics
Education
Bergen County Academies
Bergen County Academies
Harvard University
AB, Biology
EXL April 2015 - Present
EXL 2014 - Present
Opera Solutions 2012 - 2013
Opera Solutions January 2010 - December 2011
American Parliamentary Debate Society April 2008 - April 2010
Opera Solutions August 2008 - December 2009
The Princeton Review 2006 - 2009
UBS Investment Bank April 2004 - December 2004
Friedman, Turbidy, and Company June 2002 - September 2002
Skills
Data Analysis, Statistics, Management Consulting, Business Strategy, Analytics, Research, Strategic Consulting, Due Diligence, Market Research, Data Mining, Strategic Planning, Microsoft Excel, Management, Strategy, Predictive Modeling, Analysis, Competitive Analysis, Change Management, Program Management, Business Analytics
Education
Bergen County Academies
Bergen County Academies
Harvard University
AB, Biology
Martha Lawless's UBS Investment Bank Experience November 1986 - May 2004
Job Chief, Services Division, Office of Industries, USITC
Industry Public Policy
Experience
United States International Trade Commission November 2014 - Present
U.S. International Trade Commission April 2011 - November 2014
Sussex Downs College August 2005 - September 2010
UBS Investment Bank November 1986 - May 2004
Education
Yale University - Yale School of Organization and Management 1984 — 1986
Master of Business Administration (MBA), International Finance
Trinity College Dublin 1983 — 1984
MSc Economics, International Trade and EEC Studies
Harvard University 1977 — 1981
BA, History and Economics, magna cum laude
United States International Trade Commission November 2014 - Present
U.S. International Trade Commission April 2011 - November 2014
Sussex Downs College August 2005 - September 2010
UBS Investment Bank November 1986 - May 2004
Education
Yale University - Yale School of Organization and Management 1984 — 1986
Master of Business Administration (MBA), International Finance
Trinity College Dublin 1983 — 1984
MSc Economics, International Trade and EEC Studies
Harvard University 1977 — 1981
BA, History and Economics, magna cum laude
Scott Henderson's UBS Investment Bank Experience March 1999 - March 2002
Job Principal at ADN Capital Ventures, Inc.
Industry Investment Banking
Experience
ADN Capital Ventures, Inc. June 2013 - Present
Helios Exchange September 2013 - Present
Metrus Energy September 2012 - Present
Renewable Funding November 2013 - February 2014
William J. Clinton Foundation August 2008 - January 2013
ADN Capital Ventures, Inc. November 2007 - June 2008
DiObex, Inc. September 2005 - September 2007
UBS Investment Bank March 1999 - March 2002
Dillon Read & Co. March 1998 - March 1999
Merrill Lynch & Co. August 1995 - March 1998
Skills
Renewable Energy, Corporate Finance, Mergers & Acquisitions, Investment Banking, Project Finance, Financial Modeling, Mergers, New Business Development, Strategy, Structured Finance, Energy, Business Development, Energy Efficiency, Product Development, Cleantech, Program Management, Finance, Start-ups, Venture Capital, Accounting, Private Equity, Capital Markets, Entrepreneurship, Policy, Energy Policy, Economics, Due Diligence
Education
Harvard University
Bachelor’s Degree, History
St. Andrew's School
High School, Magna Cum Laude
ADN Capital Ventures, Inc. June 2013 - Present
Helios Exchange September 2013 - Present
Metrus Energy September 2012 - Present
Renewable Funding November 2013 - February 2014
William J. Clinton Foundation August 2008 - January 2013
ADN Capital Ventures, Inc. November 2007 - June 2008
DiObex, Inc. September 2005 - September 2007
UBS Investment Bank March 1999 - March 2002
Dillon Read & Co. March 1998 - March 1999
Merrill Lynch & Co. August 1995 - March 1998
Skills
Renewable Energy, Corporate Finance, Mergers & Acquisitions, Investment Banking, Project Finance, Financial Modeling, Mergers, New Business Development, Strategy, Structured Finance, Energy, Business Development, Energy Efficiency, Product Development, Cleantech, Program Management, Finance, Start-ups, Venture Capital, Accounting, Private Equity, Capital Markets, Entrepreneurship, Policy, Energy Policy, Economics, Due Diligence
Education
Harvard University
Bachelor’s Degree, History
St. Andrew's School
High School, Magna Cum Laude
Bryan Hale's UBS Investment Bank Experience June 2004 - October 2005
Job
Industry Internet
Experience
Resin.io September 2015 - Present
Draper Fisher Jurvetson January 2015 - September 2015
Chef (formerly Opscode) December 2012 - January 2015
Chef (formerly Opscode) May 2009 - November 2012
Draper Fisher Jurvetson August 2007 - May 2009
salesforce.com November 2005 - August 2007
UBS Investment Bank June 2004 - October 2005
Skills
SaaS, Business Strategy, Start-ups, Venture Capital, Entrepreneurship, Cloud Computing, Business Development, Go-to-market Strategy, Coaching Baseball, Enterprise Software, Strategic Partnerships, Product Management, Business Operations, Corporate Development, Strategy, Sales
Education
Harvard University 2000 — 2004
AB
Lakeside School 1997 — 2000
Resin.io September 2015 - Present
Draper Fisher Jurvetson January 2015 - September 2015
Chef (formerly Opscode) December 2012 - January 2015
Chef (formerly Opscode) May 2009 - November 2012
Draper Fisher Jurvetson August 2007 - May 2009
salesforce.com November 2005 - August 2007
UBS Investment Bank June 2004 - October 2005
Skills
SaaS, Business Strategy, Start-ups, Venture Capital, Entrepreneurship, Cloud Computing, Business Development, Go-to-market Strategy, Coaching Baseball, Enterprise Software, Strategic Partnerships, Product Management, Business Operations, Corporate Development, Strategy, Sales
Education
Harvard University 2000 — 2004
AB
Lakeside School 1997 — 2000
James Paris's UBS Investment Bank Experience 2009 - 2011
Job EVP, Capital Markets and Corporate Development at Avant, Inc.
Industry Financial Services
Experience
Avant, Inc. September 2015 - Present
BMO Capital Markets 2012 - 2015
UBS Investment Bank 2009 - 2011
Barclays Capital 2008 - 2009
Deutsche Bank Securities 1999 - 2008
Cravath, Swaine & Moore LLP 1995 - 1999
Skills
Credit Analysis, Investment Banking, Capital Markets, Leveraged Finance, LBO, Private Equity, Capital Structure, Valuation, Corporate Finance, Fixed Income, Financial Modeling, Financial Structuring, Credit Derivatives, Equity Research, Alternative Investments, Series 7, High Yield, Syndications, Special Situations, M&A experience, Mergers, Emerging Markets, Private Placements, Capital Raising, Equity Capital Markets, Derivatives, Debt Restructuring, Project Finance, Structured Products, Hedge Funds, Investments, Equity Valuation, Restructuring, Securities, Equities, Trading, Structured Finance, Financial Analysis, Mezzanine, Divestitures, Portfolio Management, Asset Managment, IPO, Corporate Development, Business Valuation, Bonds, Recapitalizations, Due Diligence, Securitization, Venture Capital
Education
Harvard Law School 1992 — 1995
JD, cum laude, Law
Indiana University Bloomington 1988 — 1992
BS, Finance
Avant, Inc. September 2015 - Present
BMO Capital Markets 2012 - 2015
UBS Investment Bank 2009 - 2011
Barclays Capital 2008 - 2009
Deutsche Bank Securities 1999 - 2008
Cravath, Swaine & Moore LLP 1995 - 1999
Skills
Credit Analysis, Investment Banking, Capital Markets, Leveraged Finance, LBO, Private Equity, Capital Structure, Valuation, Corporate Finance, Fixed Income, Financial Modeling, Financial Structuring, Credit Derivatives, Equity Research, Alternative Investments, Series 7, High Yield, Syndications, Special Situations, M&A experience, Mergers, Emerging Markets, Private Placements, Capital Raising, Equity Capital Markets, Derivatives, Debt Restructuring, Project Finance, Structured Products, Hedge Funds, Investments, Equity Valuation, Restructuring, Securities, Equities, Trading, Structured Finance, Financial Analysis, Mezzanine, Divestitures, Portfolio Management, Asset Managment, IPO, Corporate Development, Business Valuation, Bonds, Recapitalizations, Due Diligence, Securitization, Venture Capital
Education
Harvard Law School 1992 — 1995
JD, cum laude, Law
Indiana University Bloomington 1988 — 1992
BS, Finance
Paco Robles Paco Robles's UBS Investment Bank Experience May 2000 - August 2003
Job Managing Partner at INGENIA | Talent Solutions (Seeliger & Conde Group)
Industry Staffing and Recruiting
Experience
INGENIA Talent Solutions (Seeliger & Conde group) October 2014 - Present
Santander Investment Services September 2012 - May 2013
Santander Bank, N.A. July 2009 - May 2013
Santander Private Banking April 2008 - June 2011
Santander Private Banking August 2005 - April 2008
Santander Private Banking August 2003 - July 2005
UBS Investment Bank May 2000 - August 2003
ABN AMRO Bank N.V. June 1998 - May 2000
Universidad Pontificia Comillas ICAI-ICADE July 1994 - June 1998
Skills
Recruiting, Talent Acquisition, Middle Management, Organizational Design, Organizational Behavior, Banking, Mergers & Acquisitions, Investments, Design Thinking, Wealth Management, Capital Markets, Corporate Finance, Commercial Banking, FINRA Series 7 & 24
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2014
Master of Business Administration (M.B.A.), Sloan Fellow - Full Time Program on Innovation & Global Leadership, Cumm GPA 4.9 / 5.0
Harvard Business School 2013 — 2013
Design Thinking & Innovation
Universidad Pontificia Comillas 1988 — 1993
Bachelor's Degree, Economics & Business Studies / Finance
Swansea University 1992 — 1993
European Business Administration & Management, Erasmus Scholarship
INGENIA Talent Solutions (Seeliger & Conde group) October 2014 - Present
Santander Investment Services September 2012 - May 2013
Santander Bank, N.A. July 2009 - May 2013
Santander Private Banking April 2008 - June 2011
Santander Private Banking August 2005 - April 2008
Santander Private Banking August 2003 - July 2005
UBS Investment Bank May 2000 - August 2003
ABN AMRO Bank N.V. June 1998 - May 2000
Universidad Pontificia Comillas ICAI-ICADE July 1994 - June 1998
Skills
Recruiting, Talent Acquisition, Middle Management, Organizational Design, Organizational Behavior, Banking, Mergers & Acquisitions, Investments, Design Thinking, Wealth Management, Capital Markets, Corporate Finance, Commercial Banking, FINRA Series 7 & 24
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2014
Master of Business Administration (M.B.A.), Sloan Fellow - Full Time Program on Innovation & Global Leadership, Cumm GPA 4.9 / 5.0
Harvard Business School 2013 — 2013
Design Thinking & Innovation
Universidad Pontificia Comillas 1988 — 1993
Bachelor's Degree, Economics & Business Studies / Finance
Swansea University 1992 — 1993
European Business Administration & Management, Erasmus Scholarship
Ana Sirbu's UBS Investment Bank Experience July 2007 - December 2008
Job Growth Tech Investor Google Capital
Industry Information Technology and Services
Experience
Google January 2014 - Present
Google June 2013 - December 2013
Skrill (Moneybookers) March 2013 - May 2013
Skrill (Moneybookers) August 2011 - February 2013
Silver Lake Partners January 2009 - July 2011
UBS Investment Bank July 2007 - December 2008
Skills
Corporate Development, Strategic Partnerships, Private Equity, Investments, Investment Banking, Due Diligence, M&A due diligence, Financial Modeling, Financial Analysis, Market Research, Internet, Payments, English, French, Russian, Romanian, German, Spanish, Italian, Start-ups, Emerging Markets
Education
Harvard University 2003 — 2007
BA, Economics
Google January 2014 - Present
Google June 2013 - December 2013
Skrill (Moneybookers) March 2013 - May 2013
Skrill (Moneybookers) August 2011 - February 2013
Silver Lake Partners January 2009 - July 2011
UBS Investment Bank July 2007 - December 2008
Skills
Corporate Development, Strategic Partnerships, Private Equity, Investments, Investment Banking, Due Diligence, M&A due diligence, Financial Modeling, Financial Analysis, Market Research, Internet, Payments, English, French, Russian, Romanian, German, Spanish, Italian, Start-ups, Emerging Markets
Education
Harvard University 2003 — 2007
BA, Economics
Melissa Niedrich's UBS Investment Bank Experience June 2011 - August 2011
Job Strategy, Planning & Analysis at Google
Industry Internet
Experience
Google July 2015 - Present
Avascent October 2014 - July 2015
Avascent October 2013 - October 2014
Avascent August 2012 - October 2013
UBS Investment Bank June 2011 - August 2011
Harvard University Institute for Qualitative Social Sciences March 2010 - April 2011
Skills
Strategy, Financial Modeling, International Relations, Qualitative Research, Research, Government, Economics, Stata, Data Analysis, Management Consulting, Market Research, Analysis, Valuation, Competitive Analysis, Private Equity, Due Diligence, Gift Baskets, Quantitative Analytics, Financial Analysis, Strategic Planning
Education
Harvard University 2008 — 2012
A.B., Government, Economics
Google July 2015 - Present
Avascent October 2014 - July 2015
Avascent October 2013 - October 2014
Avascent August 2012 - October 2013
UBS Investment Bank June 2011 - August 2011
Harvard University Institute for Qualitative Social Sciences March 2010 - April 2011
Skills
Strategy, Financial Modeling, International Relations, Qualitative Research, Research, Government, Economics, Stata, Data Analysis, Management Consulting, Market Research, Analysis, Valuation, Competitive Analysis, Private Equity, Due Diligence, Gift Baskets, Quantitative Analytics, Financial Analysis, Strategic Planning
Education
Harvard University 2008 — 2012
A.B., Government, Economics
Nicklaus Hasselberg's UBS Investment Bank Experience July 2011 - September 2012
Job Associate Director at Millward Brown Vermeer
Industry Management Consulting
Experience
Millward Brown Vermeer April 2015 - Present
Millward Brown Vermeer May 2014 - March 2015
Millward Brown Vermeer August 2013 - May 2014
Millward Brown Vermeer September 2012 - August 2013
UBS Investment Bank July 2011 - September 2012
UBS Investment Bank June 2010 - August 2010
Jefferies & Company, Inc June 2009 - August 2009
Evolution Capital Management, Llc June 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Modeling, Corporate Finance, Microsoft Word, Valuation, Financial Analysis, Investments, Private Equity, Due Diligence, Management, Mergers & Acquisitions, Strategy, Finance, Spanish
Education
Harvard University 2006 — 2010
Bachelor of Arts (B.A.), Economics
Carlsbad high
Millward Brown Vermeer April 2015 - Present
Millward Brown Vermeer May 2014 - March 2015
Millward Brown Vermeer August 2013 - May 2014
Millward Brown Vermeer September 2012 - August 2013
UBS Investment Bank July 2011 - September 2012
UBS Investment Bank June 2010 - August 2010
Jefferies & Company, Inc June 2009 - August 2009
Evolution Capital Management, Llc June 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Modeling, Corporate Finance, Microsoft Word, Valuation, Financial Analysis, Investments, Private Equity, Due Diligence, Management, Mergers & Acquisitions, Strategy, Finance, Spanish
Education
Harvard University 2006 — 2010
Bachelor of Arts (B.A.), Economics
Carlsbad high
Alessandro Tommasi's UBS Investment Bank Experience July 2014 - December 2014
Job Recent Graduate, Northeastern University and Università Cattolica
Industry Financial Services
Experience
Numerix LLC June 2015 - August 2015
UBS Investment Bank July 2014 - December 2014
Riello Group May 2013 - July 2013
Skills
Logical Thinker, Time Management, Analysis, Organization &..., Leadership, Accountability, PowerPoint, Microsoft Office, Corporate Finance, Currency Exchange, Cross-cultural Teams, Teamwork, English, Research, Microsoft PowerPoint, Microsoft Excel, Financial Analysis
Education
Northeastern University 2013 — 2015
Bachelor of Science (B.S.), International Business/Finance, 3.92 - Summa cum laude
Harvard University 2015 — 2015
Course in Management Consulting at Harvard Extension School (Spring 2015)
Università Cattolica del Sacro Cuore 2011 — 2014
Bachelor of Science (B.S.), International Business, 30.43 - 110/110 cum laude
Numerix LLC June 2015 - August 2015
UBS Investment Bank July 2014 - December 2014
Riello Group May 2013 - July 2013
Skills
Logical Thinker, Time Management, Analysis, Organization &..., Leadership, Accountability, PowerPoint, Microsoft Office, Corporate Finance, Currency Exchange, Cross-cultural Teams, Teamwork, English, Research, Microsoft PowerPoint, Microsoft Excel, Financial Analysis
Education
Northeastern University 2013 — 2015
Bachelor of Science (B.S.), International Business/Finance, 3.92 - Summa cum laude
Harvard University 2015 — 2015
Course in Management Consulting at Harvard Extension School (Spring 2015)
Università Cattolica del Sacro Cuore 2011 — 2014
Bachelor of Science (B.S.), International Business, 30.43 - 110/110 cum laude
Caroline Rasmussen's UBS Investment Bank Experience 2008 - 2010
Job Vice President, Manager Due Diligence and Origination at iCapital Network, Inc.
Industry Venture Capital & Private Equity
Experience
iCapital Network, Inc. November 2014 - Present
Milbank, Tweed, Hadley & McCloy LLP October 2013 - October 2014
Milbank, Tweed, Hadley & McCloy LLP 2012 - 2012
Myanmar Legal Services Limited 2012 - 2012
Chandler & Thong-ek Law Offices 2011 - 2011
UBS Investment Bank 2008 - 2010
Citi June 2007 - August 2007
USAID May 2005 - August 2005
Foreign Commercial Service, American Embassy May 2004 - August 2004
Public Affairs Section, American Embassy May 2003 - August 2003
Skills
Investment Banking, Strategy, Due Diligence, Private Equity, Project Finance
Education
Harvard Law School 2010 — 2013
Doctor of Law (J.D.)
University of Virginia 2004 — 2008
B.A., International Economics
Universite Lumiere Lyon II, Institut d'Etudes Politiques 2006 — 2007
International School Bangkok 2000 — 2004
International Baccalaureate
International School Yangon 1996 — 1999
iCapital Network, Inc. November 2014 - Present
Milbank, Tweed, Hadley & McCloy LLP October 2013 - October 2014
Milbank, Tweed, Hadley & McCloy LLP 2012 - 2012
Myanmar Legal Services Limited 2012 - 2012
Chandler & Thong-ek Law Offices 2011 - 2011
UBS Investment Bank 2008 - 2010
Citi June 2007 - August 2007
USAID May 2005 - August 2005
Foreign Commercial Service, American Embassy May 2004 - August 2004
Public Affairs Section, American Embassy May 2003 - August 2003
Skills
Investment Banking, Strategy, Due Diligence, Private Equity, Project Finance
Education
Harvard Law School 2010 — 2013
Doctor of Law (J.D.)
University of Virginia 2004 — 2008
B.A., International Economics
Universite Lumiere Lyon II, Institut d'Etudes Politiques 2006 — 2007
International School Bangkok 2000 — 2004
International Baccalaureate
International School Yangon 1996 — 1999
Alice Heathcote Alice Heathcote's UBS Investment Bank Experience January 2008 - June 2011
Job Vice President (Financing, Strategy and M&A) at ContourGlobal
Industry Venture Capital & Private Equity
Experience
ContourGlobal April 2015 - Present
World Economic Forum June 2013 - April 2015
Roshan June 2012 - August 2012
UBS Investment Bank January 2008 - June 2011
Skills
Due Diligence, Mergers & Acquisitions, Valuation, Equities, Finance, Cross-functional Team..., Management, Financial Structuring, Financial Risk, Project Management, Banking, Budgets, Energy, Negotiation, Mutual Funds, Emerging Markets, Private Equity, LBO, Capital Markets, Financial Modeling, Investment Banking, Venture Capital, Corporate Finance
Education
Harvard Business School 2011 — 2013
MBA, Business Administration and Management, General
The University of Queensland 2003 — 2007
Bachelor of Science and Economics, Economics and Science, Dean's Academic Honor Roll
ContourGlobal April 2015 - Present
World Economic Forum June 2013 - April 2015
Roshan June 2012 - August 2012
UBS Investment Bank January 2008 - June 2011
Skills
Due Diligence, Mergers & Acquisitions, Valuation, Equities, Finance, Cross-functional Team..., Management, Financial Structuring, Financial Risk, Project Management, Banking, Budgets, Energy, Negotiation, Mutual Funds, Emerging Markets, Private Equity, LBO, Capital Markets, Financial Modeling, Investment Banking, Venture Capital, Corporate Finance
Education
Harvard Business School 2011 — 2013
MBA, Business Administration and Management, General
The University of Queensland 2003 — 2007
Bachelor of Science and Economics, Economics and Science, Dean's Academic Honor Roll
Hans Hsu Hans Hsu's UBS Investment Bank Experience January 1994 - September 2011
Job ...
Industry Investment Management
Experience
Merrill Lynch August 2011 - April 2013
UBS Investment Bank January 1994 - September 2011
Felicite.com, Inc. January 1999 - May 2009
Chinese Language School of Connecticut May 2002 - May 2005
Swiss Bank Corporation 1993 - 1999
SBC Warburg 1992 - 1999
McKinsey & Company June 1992 - June 1994
Salomon Brothers June 1986 - December 1988
Skills
Derivatives, Currency, Management, E-commerce, Precious Metals, Structured Products, FX trading, Hedge Funds, Credit Derivatives, Swaps, Fixed Income, FX Options, Emerging Markets, Options, Commodity, Equity Derivatives, Trading, Risk Management, Capital Markets, Foreign Exchange, Electronic Trading, Trading Systems, Investment Banking, Interest Rate..., Equities, Hedging, Alternative Investments, Equity Trading, Trading Strategies, Market Risk, Quantitative Investing, Valuation, Proprietary Trading, Investment Strategies, FX Trading, Finance, Private Equity, Securities, Bloomberg, Bonds, Financial Markets, Rates, Treasury, Prime Brokerage, Financial Structuring, Asset Management, Equity Research, Low Latency, Structured Finance, Investments
Education
Harvard Law School 1989 — 1992
JD, Corporate and Banking law, cum laude
Cambridge University 1984 — 1986
Ma, Computer Science, 2/1
University of Michigan 1979 — 1984
BS, Economics
University of Michigan 1979 — 1984
BSE, Electrical and Computer Engineering
Merrill Lynch August 2011 - April 2013
UBS Investment Bank January 1994 - September 2011
Felicite.com, Inc. January 1999 - May 2009
Chinese Language School of Connecticut May 2002 - May 2005
Swiss Bank Corporation 1993 - 1999
SBC Warburg 1992 - 1999
McKinsey & Company June 1992 - June 1994
Salomon Brothers June 1986 - December 1988
Skills
Derivatives, Currency, Management, E-commerce, Precious Metals, Structured Products, FX trading, Hedge Funds, Credit Derivatives, Swaps, Fixed Income, FX Options, Emerging Markets, Options, Commodity, Equity Derivatives, Trading, Risk Management, Capital Markets, Foreign Exchange, Electronic Trading, Trading Systems, Investment Banking, Interest Rate..., Equities, Hedging, Alternative Investments, Equity Trading, Trading Strategies, Market Risk, Quantitative Investing, Valuation, Proprietary Trading, Investment Strategies, FX Trading, Finance, Private Equity, Securities, Bloomberg, Bonds, Financial Markets, Rates, Treasury, Prime Brokerage, Financial Structuring, Asset Management, Equity Research, Low Latency, Structured Finance, Investments
Education
Harvard Law School 1989 — 1992
JD, Corporate and Banking law, cum laude
Cambridge University 1984 — 1986
Ma, Computer Science, 2/1
University of Michigan 1979 — 1984
BS, Economics
University of Michigan 1979 — 1984
BSE, Electrical and Computer Engineering
Anastasia Serikova's UBS Investment Bank Experience October 2007 - September 2008
Job Associate Consultant at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company September 2014 - Present
McKinsey & Company June 2013 - August 2013
Bain & Company February 2009 - April 2012
UBS Investment Bank October 2007 - September 2008
Skills
Management Consulting, Strategy, Market Entry, Business Strategy, Valuation, Due Diligence, Financial Modeling
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
State Finance Academy of the Russian Federation Government 2003 — 2008
Bachelor of Science (BSc), Finance
McKinsey & Company September 2014 - Present
McKinsey & Company June 2013 - August 2013
Bain & Company February 2009 - April 2012
UBS Investment Bank October 2007 - September 2008
Skills
Management Consulting, Strategy, Market Entry, Business Strategy, Valuation, Due Diligence, Financial Modeling
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
State Finance Academy of the Russian Federation Government 2003 — 2008
Bachelor of Science (BSc), Finance
Bob Evans Bob Evans's UBS Investment Bank Experience November 2005 - February 2006
Job Engagement Manager at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company July 2013 - Present
eBay June 2012 - August 2012
McKinsey & Company February 2008 - July 2011
Freehills March 2006 - July 2007
UBS Investment Bank November 2005 - February 2006
Skills
Consulting, Strategy, Strategic Consulting, Financial Modeling
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
NYU School of Law 2007 — 2007
Bachelor of Laws (LL.B.), Law
University of Sydney 2003 — 2007
Bachelor of Laws (LL.B.) (Honours I) ; Bachelor of Commerce (Finance and Economics), Law and Commerce, Honours I
McKinsey & Company July 2013 - Present
eBay June 2012 - August 2012
McKinsey & Company February 2008 - July 2011
Freehills March 2006 - July 2007
UBS Investment Bank November 2005 - February 2006
Skills
Consulting, Strategy, Strategic Consulting, Financial Modeling
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
NYU School of Law 2007 — 2007
Bachelor of Laws (LL.B.), Law
University of Sydney 2003 — 2007
Bachelor of Laws (LL.B.) (Honours I) ; Bachelor of Commerce (Finance and Economics), Law and Commerce, Honours I
Damien Hooper-Campbell's UBS Investment Bank Experience June 2007 - August 2007
Job Global Diversity & Inclusion Lead at Uber
Industry Professional Training & Coaching
Experience
Uber June 2015 - Present
Google April 2014 - May 2015
Candid8 Advisors 2011 - May 2015
Goldman Sachs March 2011 - March 2014
Harvard Business School July 2009 - May 2011
Morgan Stanley Smith Barney June 2008 - August 2008
UBS Investment Bank June 2007 - August 2007
Upper Manhattan Empowerment Zone Development Corporation January 2005 - May 2007
Ginger Restaurant January 2006 - June 2006
Morgan Stanley Smith Barney July 2002 - August 2004
Skills
Financial Analysis, Financial Modeling, Investments, Investment Banking, Management Consulting, Management, Mergers & Acquisitions, Private Equity, Business Development, Corporate Finance, Derivatives, Strategy, Business Strategy
Education
Harvard Business School 2007 — 2009
Master of Business Administration (MBA)
Morehouse College 1996 — 2002
Bachelor of Arts, Economics
Uber June 2015 - Present
Google April 2014 - May 2015
Candid8 Advisors 2011 - May 2015
Goldman Sachs March 2011 - March 2014
Harvard Business School July 2009 - May 2011
Morgan Stanley Smith Barney June 2008 - August 2008
UBS Investment Bank June 2007 - August 2007
Upper Manhattan Empowerment Zone Development Corporation January 2005 - May 2007
Ginger Restaurant January 2006 - June 2006
Morgan Stanley Smith Barney July 2002 - August 2004
Skills
Financial Analysis, Financial Modeling, Investments, Investment Banking, Management Consulting, Management, Mergers & Acquisitions, Private Equity, Business Development, Corporate Finance, Derivatives, Strategy, Business Strategy
Education
Harvard Business School 2007 — 2009
Master of Business Administration (MBA)
Morehouse College 1996 — 2002
Bachelor of Arts, Economics
Chip Wadsworth Chip Wadsworth's UBS Investment Bank Experience February 2002 - 2013
Job CoDirector Equity Capital Markets at JMP Group
Industry Financial Services
Experience
JMP Group September 2013 - Present
UBS Investment Bank February 2002 - 2013
CSFB August 2000 - December 2001
DLJ August 1996 - August 2000
Skills
Capital Markets, Equity Capital Markets, Equities, Asset Management, Corporate Finance, IPO, Valuation, Private Equity, Securities, Hedge Funds, Fixed Income, Venture Capital, Investments, Financial Analysis, Executive Management, Mergers & Acquisitions, Project Finance, Due Diligence, Financial Structuring, Private Placements
Education
Harvard Business School 1991 — 1993
MBA
Middlebury College 1984 — 1988
BA, Economics
JMP Group September 2013 - Present
UBS Investment Bank February 2002 - 2013
CSFB August 2000 - December 2001
DLJ August 1996 - August 2000
Skills
Capital Markets, Equity Capital Markets, Equities, Asset Management, Corporate Finance, IPO, Valuation, Private Equity, Securities, Hedge Funds, Fixed Income, Venture Capital, Investments, Financial Analysis, Executive Management, Mergers & Acquisitions, Project Finance, Due Diligence, Financial Structuring, Private Placements
Education
Harvard Business School 1991 — 1993
MBA
Middlebury College 1984 — 1988
BA, Economics
Vamshi Muppidi Vamshi Muppidi's UBS Investment Bank Experience March 2010 - June 2011
Job Technology Risk Management
Industry Information Technology and Services
Experience
Cognizant Technology Solutions January 2014 - Present
Kaiser Permanente Center for Health Research February 2013 - July 2015
JPMorgan Chase June 2011 - February 2013
UBS Investment Bank March 2010 - June 2011
Social Security Administration June 2009 - March 2010
JPMorgan Chase June 2004 - June 2009
JPMorgan Chase July 2005 - October 2007
Virtusa 2002 - 2007
Skills
Risk Management, Operational Risk..., Product Delivery, Process Improvement, Business Continuity, SDLC, User Acceptance Testing, Waterfall, Business Analysis, Quality Center, Requirements Analysis, Fixed Income, Regression Testing, Software Project..., Business Requirements, CRM, Enterprise Risk..., IT Audit
Education
Harvard College 2011 — 2012
Information management, Management Information Systems and Services
University of Madras 1997 — 2001
Bachelors, Computer Sciences
Cognizant Technology Solutions January 2014 - Present
Kaiser Permanente Center for Health Research February 2013 - July 2015
JPMorgan Chase June 2011 - February 2013
UBS Investment Bank March 2010 - June 2011
Social Security Administration June 2009 - March 2010
JPMorgan Chase June 2004 - June 2009
JPMorgan Chase July 2005 - October 2007
Virtusa 2002 - 2007
Skills
Risk Management, Operational Risk..., Product Delivery, Process Improvement, Business Continuity, SDLC, User Acceptance Testing, Waterfall, Business Analysis, Quality Center, Requirements Analysis, Fixed Income, Regression Testing, Software Project..., Business Requirements, CRM, Enterprise Risk..., IT Audit
Education
Harvard College 2011 — 2012
Information management, Management Information Systems and Services
University of Madras 1997 — 2001
Bachelors, Computer Sciences
Philip Hakim Philip Hakim's UBS Investment Bank Experience September 2006 - April 2007
Job Summer Associate at Cartesian Capital Group | MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Cartesian Capital Group June 2015 - Present
SCC Soft Computer January 2012 - July 2014
Family Office May 2007 - December 2011
UBS Investment Bank September 2006 - April 2007
Dresdner Kleinwort Wasserstein July 2005 - August 2006
Skills
Investment Banking, Financial Modeling, Valuation, Business Strategy, Business Analysis, Entrepreneurship, Start-ups, Team Management, Management Consulting, Analytics, Mergers & Acquisitions, Business Development, Strategy, Corporate Development, Financial Analysis, Venture Capital, Product Management, Analysis, Private Equity
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
University of California, Berkeley 2000 — 2005
B.A., Economics, Distinction in General Scholarship
Institut d'Etudes politiques de Paris 2002 — 2003
Study Abroad, Economics, French
Cartesian Capital Group June 2015 - Present
SCC Soft Computer January 2012 - July 2014
Family Office May 2007 - December 2011
UBS Investment Bank September 2006 - April 2007
Dresdner Kleinwort Wasserstein July 2005 - August 2006
Skills
Investment Banking, Financial Modeling, Valuation, Business Strategy, Business Analysis, Entrepreneurship, Start-ups, Team Management, Management Consulting, Analytics, Mergers & Acquisitions, Business Development, Strategy, Corporate Development, Financial Analysis, Venture Capital, Product Management, Analysis, Private Equity
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
University of California, Berkeley 2000 — 2005
B.A., Economics, Distinction in General Scholarship
Institut d'Etudes politiques de Paris 2002 — 2003
Study Abroad, Economics, French
Brad Cappellini Brad Cappellini's UBS Investment Bank Experience July 2013 - April 2015
Job Associate at The Carlyle Group
Industry Venture Capital & Private Equity
Experience
The Carlyle Group May 2015 - Present
UBS Investment Bank July 2013 - April 2015
UBS Investment Bank June 2012 - August 2012
Skills
Financial Analysis, Data Analysis, Market Research, Economics, Microsoft Office, PowerPoint, Financial Modeling, Microsoft Excel, Corporate Finance, Bloomberg, Social Media, Investment Banking, Valuation, Due Diligence, Equities, Microsoft Word
Education
Harvard University 2009 — 2013
B.A., Government, Secondary in Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2011
Tuck Business Bridge Program
The Carlyle Group May 2015 - Present
UBS Investment Bank July 2013 - April 2015
UBS Investment Bank June 2012 - August 2012
Skills
Financial Analysis, Data Analysis, Market Research, Economics, Microsoft Office, PowerPoint, Financial Modeling, Microsoft Excel, Corporate Finance, Bloomberg, Social Media, Investment Banking, Valuation, Due Diligence, Equities, Microsoft Word
Education
Harvard University 2009 — 2013
B.A., Government, Secondary in Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2011
Tuck Business Bridge Program
Mohit Rawat Mohit Rawat's UBS Investment Bank Experience May 2008 - July 2008
Job Global Healthcare Leader | Marketing | Strategy | Business Development & Investing
Industry Pharmaceuticals
Experience
Shire Pharmaceuticals 2014 - Present
AbbVie 2013 - 2014
McKinsey & Company 2009 - 2013
Healthcare Start-Ups 2008 - 2009
TVM Capital May 2008 - December 2008
UBS Investment Bank May 2008 - July 2008
Novartis Pharma AG 2006 - 2007
Novartis Pharma 2005 - 2006
Novartis Pharma 2004 - 2005
Skills
Strategy, Product Development, R&D, Management Consulting, Business Strategy, Financial Modeling, Corporate Development, Due Diligence, Valuation, Private Equity, Mergers & Acquisitions, Venture Capital, Competitive Analysis, Analytics, Corporate Finance, Start-ups, Management, Leadership, Cross-functional Team..., Biotechnology, Product Launch
Education
Harvard Business School
MBA
Massachusetts Institute of Technology
MS, Chemical Engineering Practice
Massachusetts Institute of Technology - Sloan School of Management
Masters in Finance (FTO), Finance & Business
Indian Institute of Technology, Delhi
B.Tech., Chemical Engineering
Indian Institute of Technology, Delhi
MTech, Process Engineering
Shire Pharmaceuticals 2014 - Present
AbbVie 2013 - 2014
McKinsey & Company 2009 - 2013
Healthcare Start-Ups 2008 - 2009
TVM Capital May 2008 - December 2008
UBS Investment Bank May 2008 - July 2008
Novartis Pharma AG 2006 - 2007
Novartis Pharma 2005 - 2006
Novartis Pharma 2004 - 2005
Skills
Strategy, Product Development, R&D, Management Consulting, Business Strategy, Financial Modeling, Corporate Development, Due Diligence, Valuation, Private Equity, Mergers & Acquisitions, Venture Capital, Competitive Analysis, Analytics, Corporate Finance, Start-ups, Management, Leadership, Cross-functional Team..., Biotechnology, Product Launch
Education
Harvard Business School
MBA
Massachusetts Institute of Technology
MS, Chemical Engineering Practice
Massachusetts Institute of Technology - Sloan School of Management
Masters in Finance (FTO), Finance & Business
Indian Institute of Technology, Delhi
B.Tech., Chemical Engineering
Indian Institute of Technology, Delhi
MTech, Process Engineering
Justin Mundt's UBS Investment Bank Experience July 2013 - March 2015
Job Associate at Advent International
Industry Venture Capital & Private Equity
Experience
Advent International May 2015 - Present
UBS Investment Bank July 2013 - March 2015
UBS Investment Bank June 2012 - August 2012
Asset International July 2010 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Proficiency in Spanish, Valuation
Education
Harvard University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Belmont Hill School 2003 — 2009
Advent International May 2015 - Present
UBS Investment Bank July 2013 - March 2015
UBS Investment Bank June 2012 - August 2012
Asset International July 2010 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Proficiency in Spanish, Valuation
Education
Harvard University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Belmont Hill School 2003 — 2009
Richard Pero's UBS Investment Bank Experience July 1996 - August 1998
Job SVP & GC, Third Party Capital & Alternative Capital Markets at XL Group
Industry Legal Services
Experience
XL Group April 2014 - Present
AIG December 2009 - Present
Morrison & Foerster LLP April 2005 - December 2009
Cravath, Swaine & Moore LLP September 2001 - April 2005
UBS Investment Bank July 1996 - August 1998
Skills
Mergers & Acquisitions, Investments, Corporate Law, Asset Management, Strategy, Structured Finance, Securities, Management, Corporate Governance, Securities Regulation, Litigation, Intellectual Property
Education
Harvard Law School 1998 — 2001
JD, Law
The University of Connecticut 1992 — 1996
BA, Economics
XL Group April 2014 - Present
AIG December 2009 - Present
Morrison & Foerster LLP April 2005 - December 2009
Cravath, Swaine & Moore LLP September 2001 - April 2005
UBS Investment Bank July 1996 - August 1998
Skills
Mergers & Acquisitions, Investments, Corporate Law, Asset Management, Strategy, Structured Finance, Securities, Management, Corporate Governance, Securities Regulation, Litigation, Intellectual Property
Education
Harvard Law School 1998 — 2001
JD, Law
The University of Connecticut 1992 — 1996
BA, Economics
Andrew Silver's UBS Investment Bank Experience April 1998 - April 2001
Job Managing Director at Allegiance Capital Corporation
Industry Investment Banking
Experience
Allegiance Capital Corporation November 2013 - Present
Star America Group October 2011 - October 2013
AJS Partners LLC November 2010 - October 2011
Kamsky Associates May 2009 - September 2010
Houlihan Lokey Howard & Zukin 2007 - 2009
Morgan Joseph October 2001 - March 2007
UBS Investment Bank April 1998 - April 2001
Dillon Read 1989 - 1997
Odyssey Partners 1988 - 1989
Donaldson, Lufkin & Jenrette 1982 - 1988
Skills
Mergers, Private Equity, Restructuring, Investments, Valuation, Forecasting, Negotiation, Mergers & Acquisitions, Hedge Funds, Strategy, Management, Investment Banking, Equity Research
Education
Harvard Business School 1980 — 1982
MBA
Harvard University 1975 — 1979
AB, Government and East Asian Studies
Allegiance Capital Corporation November 2013 - Present
Star America Group October 2011 - October 2013
AJS Partners LLC November 2010 - October 2011
Kamsky Associates May 2009 - September 2010
Houlihan Lokey Howard & Zukin 2007 - 2009
Morgan Joseph October 2001 - March 2007
UBS Investment Bank April 1998 - April 2001
Dillon Read 1989 - 1997
Odyssey Partners 1988 - 1989
Donaldson, Lufkin & Jenrette 1982 - 1988
Skills
Mergers, Private Equity, Restructuring, Investments, Valuation, Forecasting, Negotiation, Mergers & Acquisitions, Hedge Funds, Strategy, Management, Investment Banking, Equity Research
Education
Harvard Business School 1980 — 1982
MBA
Harvard University 1975 — 1979
AB, Government and East Asian Studies
Kara Yu Kara Yu's UBS Investment Bank Experience June 2006 - November 2007
Job CoFounder at Evented Mind
Industry Internet
Experience
Evented Mind September 2014 - Present
Meteor Development Group January 2013 - April 2014
Harvard Business School August 2010 - May 2012
CloudFlare, Inc. June 2011 - August 2011
Google December 2007 - July 2010
UBS Investment Bank June 2006 - November 2007
Birinyi Associates June 2004 - August 2004
MIT Media Lab June 2003 - December 2003
Skills
Financial Modeling, Start-ups, Product Management, Valuation, Project Management, Venture Capital, Cross-functional Team..., Entrepreneurship, Mergers & Acquisitions, Mergers, LBO, Private Equity, Analytics, Mobile Devices, Analysis, Business Development, Android Development, iOS development, Java, Meteor, Competitive Analysis, Finance, Web Development, Social Networking, CSS, Communication, Git, Github, Web Applications, Public Speaking, Teaching, Team Leadership, JavaScript, HTML5
Education
Harvard Business School 2010 — 2012
MBA
Massachusetts Institute of Technology 2002 — 2006
Bachelor of Science (BS), Math with Computer Science
Massachusetts Institute of Technology 2002 — 2006
Bachelor of Science (BS), Economics
Commonwealth School 1998 — 2002
Evented Mind September 2014 - Present
Meteor Development Group January 2013 - April 2014
Harvard Business School August 2010 - May 2012
CloudFlare, Inc. June 2011 - August 2011
Google December 2007 - July 2010
UBS Investment Bank June 2006 - November 2007
Birinyi Associates June 2004 - August 2004
MIT Media Lab June 2003 - December 2003
Skills
Financial Modeling, Start-ups, Product Management, Valuation, Project Management, Venture Capital, Cross-functional Team..., Entrepreneurship, Mergers & Acquisitions, Mergers, LBO, Private Equity, Analytics, Mobile Devices, Analysis, Business Development, Android Development, iOS development, Java, Meteor, Competitive Analysis, Finance, Web Development, Social Networking, CSS, Communication, Git, Github, Web Applications, Public Speaking, Teaching, Team Leadership, JavaScript, HTML5
Education
Harvard Business School 2010 — 2012
MBA
Massachusetts Institute of Technology 2002 — 2006
Bachelor of Science (BS), Math with Computer Science
Massachusetts Institute of Technology 2002 — 2006
Bachelor of Science (BS), Economics
Commonwealth School 1998 — 2002
Henry Dormitzer's UBS Investment Bank Experience July 1992 - January 2007
Job Portfolio Manager at Choate Investment Advisors
Industry Investment Management
Experience
Choate Investment Advisors March 2015 - Present
Massachusetts Clean Energy Center July 2013 - Present
Worcester Academy October 2001 - Present
Rye Development August 2014 - March 2015
Free Flow Power February 2008 - August 2014
Massachusetts Special Commission on Employee Retirement Benefits March 2012 - December 2012
Massachusetts Department of Revenue July 2007 - February 2008
Massachusetts Executive Office for Administration and Finance January 2007 - July 2007
UBS Investment Bank July 1992 - January 2007
Skills
Finance, Investments, Venture Capital, Mergers & Acquisitions, Financial Modeling, Management, Private Equity, Strategic Planning, Investment Banking, Start-ups, Due Diligence, Mergers, Structured Finance, Renewable Energy, Strategy, Business Strategy, Portfolio Management, Financial Analysis, Investor Relations, Energy, Risk Management, Entrepreneurship, Valuation, Project Finance, Corporate Finance, Financial Structuring, Business Planning, Budgets, Capital Markets, Corporate Development, Executive Management, Business Development, Restructuring, Managerial Finance, Management Consulting
Education
Harvard University 1988 — 1992
A.B., Physical Sciences
Choate Investment Advisors March 2015 - Present
Massachusetts Clean Energy Center July 2013 - Present
Worcester Academy October 2001 - Present
Rye Development August 2014 - March 2015
Free Flow Power February 2008 - August 2014
Massachusetts Special Commission on Employee Retirement Benefits March 2012 - December 2012
Massachusetts Department of Revenue July 2007 - February 2008
Massachusetts Executive Office for Administration and Finance January 2007 - July 2007
UBS Investment Bank July 1992 - January 2007
Skills
Finance, Investments, Venture Capital, Mergers & Acquisitions, Financial Modeling, Management, Private Equity, Strategic Planning, Investment Banking, Start-ups, Due Diligence, Mergers, Structured Finance, Renewable Energy, Strategy, Business Strategy, Portfolio Management, Financial Analysis, Investor Relations, Energy, Risk Management, Entrepreneurship, Valuation, Project Finance, Corporate Finance, Financial Structuring, Business Planning, Budgets, Capital Markets, Corporate Development, Executive Management, Business Development, Restructuring, Managerial Finance, Management Consulting
Education
Harvard University 1988 — 1992
A.B., Physical Sciences
Eric Kim Eric Kim's UBS Investment Bank Experience June 2002 - August 2002
Job Corporate Development & Strategy
Industry Consumer Electronics
Experience
Logitech January 2013 - Present
Harris Williams & Co. July 2008 - May 2011
Point Judith Capital 2007 - 2007
Raymond James June 2003 - June 2006
UBS Investment Bank June 2002 - August 2002
Deutsche Bank June 2001 - August 2001
Skills
Financial Modeling, Investment Banking, Valuation, Private Equity, Venture Capital, Mergers & Acquisitions, Corporate Finance, M&A experience, LBO, Entrepreneurship, Emerging Markets, Due Diligence, Corporate Development, Equities, Capital Markets, Investments
Education
Harvard Business School 2006 — 2008
MBA
University of Chicago 1999 — 2003
BA, Economics
Phillips Academy 1995 — 1999
Logitech January 2013 - Present
Harris Williams & Co. July 2008 - May 2011
Point Judith Capital 2007 - 2007
Raymond James June 2003 - June 2006
UBS Investment Bank June 2002 - August 2002
Deutsche Bank June 2001 - August 2001
Skills
Financial Modeling, Investment Banking, Valuation, Private Equity, Venture Capital, Mergers & Acquisitions, Corporate Finance, M&A experience, LBO, Entrepreneurship, Emerging Markets, Due Diligence, Corporate Development, Equities, Capital Markets, Investments
Education
Harvard Business School 2006 — 2008
MBA
University of Chicago 1999 — 2003
BA, Economics
Phillips Academy 1995 — 1999
Dennis Purcell's UBS Investment Bank Experience July 2014 - Present
Job Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2014 - Present
UBS Investment Bank June 2013 - August 2013
Former Treasury Secretary Lawrence Summers May 2012 - June 2013
NBC Olympics May 2011 - July 2011
Aisling Capital June 2010 - August 2010
Education
Harvard College 2009 — 2013
UBS Investment Bank July 2014 - Present
UBS Investment Bank June 2013 - August 2013
Former Treasury Secretary Lawrence Summers May 2012 - June 2013
NBC Olympics May 2011 - July 2011
Aisling Capital June 2010 - August 2010
Education
Harvard College 2009 — 2013
Adam Krahn's UBS Investment Bank Experience June 2011 - August 2011
Job Vice President, Quicken Loans
Industry Financial Services
Experience
Quicken Loans January 2015 - Present
Wells Fargo September 2014 - January 2015
Wells Fargo July 2014 - September 2014
Consumer Financial Protection Bureau June 2012 - July 2014
Harvard University May 2009 - May 2012
UBS Investment Bank June 2011 - August 2011
Cold Stone Creamery February 2007 - August 2008
Skills
Stata, Research, Mandarin, Economics, R, PowerPoint, Microsoft Office, Spanish, Statistics, Econometrics, Public Speaking, Microsoft Excel, Social Media, Financial Modeling, Event Planning, JavaScript, LaTeX, Mac OS X, Visual Basic, Non-profits, Modeling, Nonprofits
Education
Harvard University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Quicken Loans January 2015 - Present
Wells Fargo September 2014 - January 2015
Wells Fargo July 2014 - September 2014
Consumer Financial Protection Bureau June 2012 - July 2014
Harvard University May 2009 - May 2012
UBS Investment Bank June 2011 - August 2011
Cold Stone Creamery February 2007 - August 2008
Skills
Stata, Research, Mandarin, Economics, R, PowerPoint, Microsoft Office, Spanish, Statistics, Econometrics, Public Speaking, Microsoft Excel, Social Media, Financial Modeling, Event Planning, JavaScript, LaTeX, Mac OS X, Visual Basic, Non-profits, Modeling, Nonprofits
Education
Harvard University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Anthony Wang Anthony Wang's UBS Investment Bank Experience June 2010 - August 2010
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Genstar Capital August 2013 - August 2015
Greenhill & Co. June 2011 - June 2013
UBS Investment Bank June 2010 - August 2010
Harvard Lampoon October 2008 - January 2010
Harvard Student Agencies February 2009 - September 2009
Harvard Student Agencies February 2008 - February 2009
Skills
Advertising, Valuation, Financial Modeling, Investment Banking, Private Equity, Corporate Finance, Capital Markets, Due Diligence, Economics, Mergers & Acquisitions, Bloomberg, Equities
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
Harvard University 2007 — 2011
A.B., cum laude in Government; Secondary; Economics
King's College
International coursework, political science and economics
Genstar Capital August 2013 - August 2015
Greenhill & Co. June 2011 - June 2013
UBS Investment Bank June 2010 - August 2010
Harvard Lampoon October 2008 - January 2010
Harvard Student Agencies February 2009 - September 2009
Harvard Student Agencies February 2008 - February 2009
Skills
Advertising, Valuation, Financial Modeling, Investment Banking, Private Equity, Corporate Finance, Capital Markets, Due Diligence, Economics, Mergers & Acquisitions, Bloomberg, Equities
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
Harvard University 2007 — 2011
A.B., cum laude in Government; Secondary; Economics
King's College
International coursework, political science and economics
Neil Kapadia Neil Kapadia's UBS Investment Bank Experience August 2007 - November 2008
Job Analyst at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments June 2013 - August 2013
Oaktree Capital Management August 2009 - June 2012
UBS Investment Bank August 2007 - November 2008
Houlihan Lokey June 2006 - August 2006
Skills
Sell Side, Valuation, Financial Modeling, High Yield, Financial Analysis, Corporate Finance, Fixed Income, Due Diligence, Credit Analysis
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
University of Southern California - Marshall School of Business 2003 — 2007
B.S., Business
Torrey Pines High School 2000 — 2003
Fidelity Investments August 2014 - Present
Fidelity Investments June 2013 - August 2013
Oaktree Capital Management August 2009 - June 2012
UBS Investment Bank August 2007 - November 2008
Houlihan Lokey June 2006 - August 2006
Skills
Sell Side, Valuation, Financial Modeling, High Yield, Financial Analysis, Corporate Finance, Fixed Income, Due Diligence, Credit Analysis
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
University of Southern California - Marshall School of Business 2003 — 2007
B.S., Business
Torrey Pines High School 2000 — 2003
Halle Phillips's UBS Investment Bank Experience July 2011 - October 2012
Job TV Development at Kilter Films
Industry Entertainment
Experience
Kilter Films May 2015 - Present
Bad Robot Productions June 2013 - April 2015
Creative Artists Agency March 2013 - June 2013
UBS Investment Bank July 2011 - October 2012
Lamont Café October 2007 - May 2011
Harvard University February 2010 - May 2010
HandsOn Network, Points of Light Institute July 2009 - September 2009
Eleganza Fashion Production 2009 October 2008 - April 2009
Hay Group June 2008 - August 2008
Skills
Financial Modeling, Valuation, Management, Strategic Planning, Mergers & Acquisitions
Education
Harvard University 2007 — 2011
A.B., Psychology, History of Art and Architecture
Kilter Films May 2015 - Present
Bad Robot Productions June 2013 - April 2015
Creative Artists Agency March 2013 - June 2013
UBS Investment Bank July 2011 - October 2012
Lamont Café October 2007 - May 2011
Harvard University February 2010 - May 2010
HandsOn Network, Points of Light Institute July 2009 - September 2009
Eleganza Fashion Production 2009 October 2008 - April 2009
Hay Group June 2008 - August 2008
Skills
Financial Modeling, Valuation, Management, Strategic Planning, Mergers & Acquisitions
Education
Harvard University 2007 — 2011
A.B., Psychology, History of Art and Architecture
Randall Finken Randall Finken's UBS Investment Bank Experience January 2000 - July 2007
Job Energy, Utility, Alternative Energy Banking and Project Finance
Industry Investment Banking
Experience
Goldman Sachs August 2007 - September 2008
UBS Investment Bank January 2000 - July 2007
UBS 2000 - 2007
PaineWebber July 1987 - December 1999
Education
Harvard Business School 1976 — 1978
MBA, Finance & Marketing
University of Michigan 1971 — 1975
BBA, Business Administration, Industrial Engineering
Goldman Sachs August 2007 - September 2008
UBS Investment Bank January 2000 - July 2007
UBS 2000 - 2007
PaineWebber July 1987 - December 1999
Education
Harvard Business School 1976 — 1978
MBA, Finance & Marketing
University of Michigan 1971 — 1975
BBA, Business Administration, Industrial Engineering
Alex Cedro Alex Cedro's UBS Investment Bank Experience 2006 - 2010
Job Corporate Finance at Sunrun
Industry Information Technology and Services
Experience
Sunrun 2015 - Present
LSI Corporation 2010 - 2014
UBS Investment Bank 2006 - 2010
Towers Watson 2000 - 2004
AECOM 1998 - 2000
Platinum International 1997 - 1998
Skills
Corporate Development, Investment Banking, Acquisitions, Divestitures, Corporate Venturing, Strategic Planning, Business Development, Corporations, Mergers & Acquisitions, Executive Management, Cross-functional Team..., Negotiation, Strategy, Due Diligence, Venture Capital, Financial Analysis, Business Strategy, Valuation, Finance, Investments
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
MBA
Harvard University 2001 — 2003
University of Michigan 1993 — 1997
BSE
De La Salle Collegiate 1989 — 1993
Sunrun 2015 - Present
LSI Corporation 2010 - 2014
UBS Investment Bank 2006 - 2010
Towers Watson 2000 - 2004
AECOM 1998 - 2000
Platinum International 1997 - 1998
Skills
Corporate Development, Investment Banking, Acquisitions, Divestitures, Corporate Venturing, Strategic Planning, Business Development, Corporations, Mergers & Acquisitions, Executive Management, Cross-functional Team..., Negotiation, Strategy, Due Diligence, Venture Capital, Financial Analysis, Business Strategy, Valuation, Finance, Investments
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
MBA
Harvard University 2001 — 2003
University of Michigan 1993 — 1997
BSE
De La Salle Collegiate 1989 — 1993
David Paresky's UBS Investment Bank Experience July 2012 - March 2014
Job Associate at Advent International
Industry Venture Capital & Private Equity
Experience
Advent International March 2014 - Present
UBS Investment Bank July 2012 - March 2014
Boston Private Bank, Investment Management & Trust June 2010 - August 2010
Stethoscope.com May 2003 - 2009
Ninth Wave Capital Management January 2008 - August 2008
Skills
PowerPoint, Financial Modeling, Fixed Income, Investments, Emerging Markets, Microsoft Word, Corporate Finance
Education
Harvard University 2008 — 2012
Bachelor of Arts, Economics; Secondary in Spanish
Wayland High School 2003 — 2007
Advent International March 2014 - Present
UBS Investment Bank July 2012 - March 2014
Boston Private Bank, Investment Management & Trust June 2010 - August 2010
Stethoscope.com May 2003 - 2009
Ninth Wave Capital Management January 2008 - August 2008
Skills
PowerPoint, Financial Modeling, Fixed Income, Investments, Emerging Markets, Microsoft Word, Corporate Finance
Education
Harvard University 2008 — 2012
Bachelor of Arts, Economics; Secondary in Spanish
Wayland High School 2003 — 2007
Jeremy Gilmour's UBS Investment Bank Experience July 2013 - September 2014
Job Investment Analyst at Garrison Investment Group
Industry Investment Banking
Experience
Garrison Investment Group September 2014 - Present
UBS Investment Bank July 2013 - September 2014
UBS June 2012 - August 2012
Cook Pine Capital May 2011 - August 2011
Skills
Equities, Financial Modeling, Investment Banking, Hedge Funds, Bloomberg, Valuation, Leveraged Finance, LBO, Private Equity, Emerging Markets
Education
Harvard University 2009 — 2013
Bachelor of Arts (BA), Economics
Manchester Grammar School 2003 — 2009
Jakarta International School 2000 — 2003
South African College Schools 1999 — 2000
American School of Warsaw 1996 — 1997
Garrison Investment Group September 2014 - Present
UBS Investment Bank July 2013 - September 2014
UBS June 2012 - August 2012
Cook Pine Capital May 2011 - August 2011
Skills
Equities, Financial Modeling, Investment Banking, Hedge Funds, Bloomberg, Valuation, Leveraged Finance, LBO, Private Equity, Emerging Markets
Education
Harvard University 2009 — 2013
Bachelor of Arts (BA), Economics
Manchester Grammar School 2003 — 2009
Jakarta International School 2000 — 2003
South African College Schools 1999 — 2000
American School of Warsaw 1996 — 1997
Amy Baryshnik Amy Baryshnik's UBS Investment Bank Experience July 2005 - June 2007
Job Chief Operating Officer at Alignvest Capital Management Inc.
Industry Investment Management
Experience
Alignvest Capital Management Inc. September 2014 - Present
Alignvest Management Corporation July 2011 - Present
McKinsey & Company June 2010 - August 2010
Apollo Investment Management July 2007 - June 2009
UBS Investment Bank July 2005 - June 2007
Skills
Private Equity, Financial Modeling, Venture Capital, Alternative Investments, Hedge Funds, Corporate Development, Private Debt, Start-ups, Business Strategy, Strategy
Education
Harvard Business School 2009 — 2011
MBA with Distinction
The University of Western Ontario - Richard Ivey School of Business 2001 — 2005
HBA with Distinction
Huron University College
Alignvest Capital Management Inc. September 2014 - Present
Alignvest Management Corporation July 2011 - Present
McKinsey & Company June 2010 - August 2010
Apollo Investment Management July 2007 - June 2009
UBS Investment Bank July 2005 - June 2007
Skills
Private Equity, Financial Modeling, Venture Capital, Alternative Investments, Hedge Funds, Corporate Development, Private Debt, Start-ups, Business Strategy, Strategy
Education
Harvard Business School 2009 — 2011
MBA with Distinction
The University of Western Ontario - Richard Ivey School of Business 2001 — 2005
HBA with Distinction
Huron University College
Rocky Roland, CFA Rocky Roland, CFA's UBS Investment Bank Experience January 2006 - April 2008
Job Alternative Asset Manager Principal | Apollo Global Management
Industry Investment Management
Experience
Apollo Global Management LLC 2009 - Present
Swiss Re April 2008 - 2009
UBS Investment Bank January 2006 - April 2008
Alternative Investment Services LLC August 2005 - October 2006
Loomis Sayles March 2003 - August 2005
Loomis Sayles September 2001 - March 2003
Loomis Sayles January 1994 - September 2001
Skills
Alternative Investments, Hedge Funds, Fixed Income, Derivatives, Insurance, Actuarial, Investment Banking, Investment Products, Investment Advisory, Fund Formation, Risk Management, Structured Products, Structured Finance, Private Equity, Equity Valuation, Fund Structuring, Fund Managers, Valuation, Portfolio Management, Equities
Education
University of Chicago GSB 1995 — 1999
MBA, Finance
Harvard University 2000 — 2001
Behavioral Finance & Decision Theory
The University of Connecticut 1989 — 1993
BS, Physics
University of Michigan 1988 — 1989
Physics
Apollo Global Management LLC 2009 - Present
Swiss Re April 2008 - 2009
UBS Investment Bank January 2006 - April 2008
Alternative Investment Services LLC August 2005 - October 2006
Loomis Sayles March 2003 - August 2005
Loomis Sayles September 2001 - March 2003
Loomis Sayles January 1994 - September 2001
Skills
Alternative Investments, Hedge Funds, Fixed Income, Derivatives, Insurance, Actuarial, Investment Banking, Investment Products, Investment Advisory, Fund Formation, Risk Management, Structured Products, Structured Finance, Private Equity, Equity Valuation, Fund Structuring, Fund Managers, Valuation, Portfolio Management, Equities
Education
University of Chicago GSB 1995 — 1999
MBA, Finance
Harvard University 2000 — 2001
Behavioral Finance & Decision Theory
The University of Connecticut 1989 — 1993
BS, Physics
University of Michigan 1988 — 1989
Physics
Jordan Fox's UBS Investment Bank Experience July 2007 - August 2009
Job CFO at Arkadium
Industry Computer Software
Experience
Arkadium July 2013 - Present
Accordion Partners December 2011 - July 2013
Sigma Capital September 2009 - December 2011
UBS Investment Bank July 2007 - August 2009
HBO August 2004 - June 2007
ContentFilm June 2003 - August 2004
Goldman Sachs & Co. June 2001 - June 2003
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Due Diligence, Financial Analysis, M&A experience, Strategic Planning, Business Strategy, Strategic Partnerships, New Business Development, Contract Negotiation, Digital Media, Media & Entertainment, P&L Management, Team Leadership, Video Games, Corporate Advisory, Start-ups, Television, Film, Equities, Capital Markets, New Media, Investments, Portfolio Management, Strategy, Hedge Funds, Analytics, Venture Capital, Business Development, Mobile Devices, Finance, Equity Research, Competitive Analysis, Alternative Investments, Mergers & Acquisitions
Education
Harvard University
A.B.
Arkadium July 2013 - Present
Accordion Partners December 2011 - July 2013
Sigma Capital September 2009 - December 2011
UBS Investment Bank July 2007 - August 2009
HBO August 2004 - June 2007
ContentFilm June 2003 - August 2004
Goldman Sachs & Co. June 2001 - June 2003
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Due Diligence, Financial Analysis, M&A experience, Strategic Planning, Business Strategy, Strategic Partnerships, New Business Development, Contract Negotiation, Digital Media, Media & Entertainment, P&L Management, Team Leadership, Video Games, Corporate Advisory, Start-ups, Television, Film, Equities, Capital Markets, New Media, Investments, Portfolio Management, Strategy, Hedge Funds, Analytics, Venture Capital, Business Development, Mobile Devices, Finance, Equity Research, Competitive Analysis, Alternative Investments, Mergers & Acquisitions
Education
Harvard University
A.B.
Teresa Gonzalez Ruiz Teresa Gonzalez Ruiz's UBS Investment Bank Experience August 1994 - September 1995
Job Vice President of Marketing at FisherPrice
Industry Consumer Goods
Experience
Mattel September 2013 - Present
Johnson & Johnson December 2010 - September 2013
Johnson & Johnson December 2008 - December 2010
Johnson & Johnson June 2006 - December 2008
Kimberly Clark July 2004 - June 2006
Diageo April 2000 - January 2003
E&J Gallo Winery April 1999 - April 2000
Colgate Palmolive August 1997 - April 1999
UBS Investment Bank August 1994 - September 1995
UBS Investment Bank August 1992 - August 1994
Skills
Global Marketing, Brand Equity, Consumer Products, Consumer Insights, Personal Care, Trade Marketing, Insight Generation, NPD, Global Strategy, Customer Insight, Product Development, FMCG, Brand Development, Segmentation, Marketing, Strategy, Marketing Strategy, Market Planning, P&L Management, Brand Architecture, Forecasting, Digital Strategy, Brand Management, Advertising, Product Launch, Product Innovation, Marketing Management, Competitive Analysis, Positioning, Management, Strategic Planning, Market Analysis, Marketing Research, Leadership, Cross-functional Team..., Product Marketing, Consumer Insight, Mergers & Acquisitions, International Marketing, Categorization, Market Research, Integrated Marketing, Consumer Marketing, Consumer Behaviour, Analytics, Pricing Strategy, Strategic Thinking, Strategic Partnerships, Product Management, Commercialization
Education
Harvard Business School 1996 — 1997
MBA, General Business Degree
CUNEF 1988 — 1992
Bachelor of Science (B.Sc.), Economics
Universidad Complutense de Madrid 1988 — 1992
CUNEF, Economics
Mattel September 2013 - Present
Johnson & Johnson December 2010 - September 2013
Johnson & Johnson December 2008 - December 2010
Johnson & Johnson June 2006 - December 2008
Kimberly Clark July 2004 - June 2006
Diageo April 2000 - January 2003
E&J Gallo Winery April 1999 - April 2000
Colgate Palmolive August 1997 - April 1999
UBS Investment Bank August 1994 - September 1995
UBS Investment Bank August 1992 - August 1994
Skills
Global Marketing, Brand Equity, Consumer Products, Consumer Insights, Personal Care, Trade Marketing, Insight Generation, NPD, Global Strategy, Customer Insight, Product Development, FMCG, Brand Development, Segmentation, Marketing, Strategy, Marketing Strategy, Market Planning, P&L Management, Brand Architecture, Forecasting, Digital Strategy, Brand Management, Advertising, Product Launch, Product Innovation, Marketing Management, Competitive Analysis, Positioning, Management, Strategic Planning, Market Analysis, Marketing Research, Leadership, Cross-functional Team..., Product Marketing, Consumer Insight, Mergers & Acquisitions, International Marketing, Categorization, Market Research, Integrated Marketing, Consumer Marketing, Consumer Behaviour, Analytics, Pricing Strategy, Strategic Thinking, Strategic Partnerships, Product Management, Commercialization
Education
Harvard Business School 1996 — 1997
MBA, General Business Degree
CUNEF 1988 — 1992
Bachelor of Science (B.Sc.), Economics
Universidad Complutense de Madrid 1988 — 1992
CUNEF, Economics
Adeola Ogunwole Adeola Ogunwole's UBS Investment Bank Experience August 2007 - August 2008
Job
Industry Higher Education
Experience
Hult International Business School August 2015 - Present
Harvard Business School August 2013 - Present
Zalando June 2014 - August 2014
Apollo Group December 2011 - August 2013
Apollo Group October 2010 - November 2011
QuinStreet October 2008 - October 2010
UBS Investment Bank August 2007 - August 2008
Yep Roc Records July 2007 - August 2007
General Mills, Inc. June 2006 - June 2007
General Mills, Inc July 2005 - June 2006
Skills
Strategic Planning, Account Management, Online Marketing, Budgeting, Promotions, SEM, Lead Generation, Online Advertising, Budgets, Strategic Partnerships, Digital Marketing, Digital Media, Business Planning, Marketing, Management, SEO, Leadership, Cross-functional Team..., Product Management, Strategy
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Washington University in St. Louis 1999 — 2003
BSBA, Marketing, Theater Minor
Hult International Business School August 2015 - Present
Harvard Business School August 2013 - Present
Zalando June 2014 - August 2014
Apollo Group December 2011 - August 2013
Apollo Group October 2010 - November 2011
QuinStreet October 2008 - October 2010
UBS Investment Bank August 2007 - August 2008
Yep Roc Records July 2007 - August 2007
General Mills, Inc. June 2006 - June 2007
General Mills, Inc July 2005 - June 2006
Skills
Strategic Planning, Account Management, Online Marketing, Budgeting, Promotions, SEM, Lead Generation, Online Advertising, Budgets, Strategic Partnerships, Digital Marketing, Digital Media, Business Planning, Marketing, Management, SEO, Leadership, Cross-functional Team..., Product Management, Strategy
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Washington University in St. Louis 1999 — 2003
BSBA, Marketing, Theater Minor
Elizabeth Coston's UBS Investment Bank Experience June 2006 - January 2008
Job Director, Operations and Investor Relations at Impact Engine
Industry Venture Capital & Private Equity
Experience
Impact Engine June 2015 - Present
Kellogg School of Management August 2014 - June 2015
Kellogg School of Management August 2013 - July 2014
Civic Consulting Alliance May 2012 - July 2012
Acumen Fund March 2012 - April 2012
HighTower June 2010 - May 2011
UBS Private Wealth Management February 2008 - June 2010
UBS Investment Bank June 2006 - January 2008
Skills
Financial Modeling, Valuation, Investments, Strategy, Investment Banking, Impact Investing, Social Entrepreneurship, Financial Analysis, Mergers & Acquisitions, Due Diligence, Equities, Economics, Educational Leadership, Educational Programs, Educational Management, Project Management, Wealth Management, Personal Finance, Thought Leadership, Angel Investing, Venture Capital
Education
Ross School of Business at the University of Michigan 2011 — 2013
MBA, Strategy and Entrepreneurship
Harvard University 2002 — 2006
BA, Economics, Cum Laude
National Cathedral School 1996 — 2002
Impact Engine June 2015 - Present
Kellogg School of Management August 2014 - June 2015
Kellogg School of Management August 2013 - July 2014
Civic Consulting Alliance May 2012 - July 2012
Acumen Fund March 2012 - April 2012
HighTower June 2010 - May 2011
UBS Private Wealth Management February 2008 - June 2010
UBS Investment Bank June 2006 - January 2008
Skills
Financial Modeling, Valuation, Investments, Strategy, Investment Banking, Impact Investing, Social Entrepreneurship, Financial Analysis, Mergers & Acquisitions, Due Diligence, Equities, Economics, Educational Leadership, Educational Programs, Educational Management, Project Management, Wealth Management, Personal Finance, Thought Leadership, Angel Investing, Venture Capital
Education
Ross School of Business at the University of Michigan 2011 — 2013
MBA, Strategy and Entrepreneurship
Harvard University 2002 — 2006
BA, Economics, Cum Laude
National Cathedral School 1996 — 2002
Joshua Rogers Joshua Rogers's UBS Investment Bank Experience March 2010 - March 2011
Job Investment Associate, Advantage Capital Partners
Industry Venture Capital & Private Equity
Experience
Advantage Capital Partners June 2015 - Present
Chicago Innovation Exchange September 2014 - December 2014
Equator Capital Partners June 2014 - August 2014
Pi Investments February 2014 - June 2014
ISI Group March 2011 - June 2013
UBS Investment Bank March 2010 - March 2011
UBS Investment Bank November 2008 - March 2010
UBS Investment Bank July 2007 - November 2008
Skills
Venture Capital, Impact Investing, Financial Modeling, Equity Research, Financial Analysis, Investment Banking, Private Equity, Term Sheets, Due Diligence, Valuation, Corporate Finance, Financial Institutions, Healthcare Information..., Cleantech
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA) with Honors, Statistics and Econometrics, Entrepreneurship, Finance, Managerial and Organizational Behavior
Harvard University 2003 — 2007
Arts Bachelors, cum laude, Economics
Advantage Capital Partners June 2015 - Present
Chicago Innovation Exchange September 2014 - December 2014
Equator Capital Partners June 2014 - August 2014
Pi Investments February 2014 - June 2014
ISI Group March 2011 - June 2013
UBS Investment Bank March 2010 - March 2011
UBS Investment Bank November 2008 - March 2010
UBS Investment Bank July 2007 - November 2008
Skills
Venture Capital, Impact Investing, Financial Modeling, Equity Research, Financial Analysis, Investment Banking, Private Equity, Term Sheets, Due Diligence, Valuation, Corporate Finance, Financial Institutions, Healthcare Information..., Cleantech
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA) with Honors, Statistics and Econometrics, Entrepreneurship, Finance, Managerial and Organizational Behavior
Harvard University 2003 — 2007
Arts Bachelors, cum laude, Economics
Jian Ham Jian Ham's UBS Investment Bank Experience 2001 - 2003
Job Digital Marketing and Innovation
Industry Financial Services
Experience
First Data Corporation April 2015 - Present
Synchrony Financial 2013 - March 2015
GE Capital 2008 - 2013
GE Capital 2005 - 2008
Samsung Capital 2003 - 2005
UBS Investment Bank 2001 - 2003
Citigroup 2000 - 2000
JP Morgan 1996 - 1999
Skills
Business Strategy, Digital Marketing, Digital Strategy, SEO, SEM, Digital Media, Marketing Strategy, Corporate Development, Financial Modeling, Emerging Markets, Business Planning, Corporate Finance, Investment Banking, Market Research, Market Intelligence, International Business, Energy Efficiency, Sustainability Strategy, Real Estate Investment, Launching Of New..., Consumer Marketing, Commercial Marketing, omni-channel strategy, Marketing
Education
Harvard University 1999 — 2001
Oxford University
Smith College
BA
First Data Corporation April 2015 - Present
Synchrony Financial 2013 - March 2015
GE Capital 2008 - 2013
GE Capital 2005 - 2008
Samsung Capital 2003 - 2005
UBS Investment Bank 2001 - 2003
Citigroup 2000 - 2000
JP Morgan 1996 - 1999
Skills
Business Strategy, Digital Marketing, Digital Strategy, SEO, SEM, Digital Media, Marketing Strategy, Corporate Development, Financial Modeling, Emerging Markets, Business Planning, Corporate Finance, Investment Banking, Market Research, Market Intelligence, International Business, Energy Efficiency, Sustainability Strategy, Real Estate Investment, Launching Of New..., Consumer Marketing, Commercial Marketing, omni-channel strategy, Marketing
Education
Harvard University 1999 — 2001
Oxford University
Smith College
BA
Mariel Jenkins's UBS Investment Bank Experience June 2011 - August 2011
Job Fixed Income Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley September 2013 - Present
Morgan Stanley June 2012 - August 2012
UBS Investment Bank June 2011 - August 2011
Council of Ivy League Group Presidents May 2010 - August 2010
Skills
Investment Banking, Trading, Investments, Wealth Management, Equities, Securities, Fixed Income
Education
Harvard College 2009 — 2013
B.A.
Princeton Day School 2006 — 2009
High School
Morgan Stanley August 2015 - Present
Morgan Stanley September 2013 - Present
Morgan Stanley June 2012 - August 2012
UBS Investment Bank June 2011 - August 2011
Council of Ivy League Group Presidents May 2010 - August 2010
Skills
Investment Banking, Trading, Investments, Wealth Management, Equities, Securities, Fixed Income
Education
Harvard College 2009 — 2013
B.A.
Princeton Day School 2006 — 2009
High School
Liza Hing (Ching) Liza Hing (Ching)'s UBS Investment Bank Experience July 2007 - July 2008
Job Vice President, Investment Banking at Cain Brothers & Company, LLC
Industry Investment Banking
Experience
Cain Brothers & Company, LLC July 2008 - Present
UBS Investment Bank July 2007 - July 2008
UBS Investment Bank June 2006 - August 2006
U.S. Department of State November 2002 - July 2005
U.S. Department of State June 2001 - August 2001
Education
Harvard University 1998 — 2002
A.B., Economics
Harvard University, John F. Kennedy School of Government 2005 — 2007
Master in Public Policy
Cain Brothers & Company, LLC July 2008 - Present
UBS Investment Bank July 2007 - July 2008
UBS Investment Bank June 2006 - August 2006
U.S. Department of State November 2002 - July 2005
U.S. Department of State June 2001 - August 2001
Education
Harvard University 1998 — 2002
A.B., Economics
Harvard University, John F. Kennedy School of Government 2005 — 2007
Master in Public Policy
Claudio D Antonini Claudio D Antonini's UBS Investment Bank Experience 2003 - 2012
Job Quant Finance Director l Data Scientist l Analytics
Industry Investment Banking
Experience
AlixPartners February 2014 - Present
Deloitte 2012 - December 2013
UBS Investment Bank 2003 - 2012
United Nations 2005 - 2007
Viking (Hedge Fund) 2002 - 2003
Interactive Brokers 2001 - 2002
Paloma Partners (Hedge Fund) 2001 - 2001
Validea.com 2000 - 2001
Bank von Ernst & Co Ltd. 1999 - 2000
The Magnus Corporation 1995 - 2000
Skills
Derivatives, Fixed Income, Trading, Investment Banking, Equities, Capital Markets, Interest Rate..., Quantitative Finance, Market Risk, Risk Management, Equity Derivatives, Bloomberg, Structured Products, Credit Derivatives, Financial Engineering, Basel III, Options, Valuation, Portfolio Management, Big Data Analytics, Big Data, Quantitative Investing, Quantitative Risk..., Financial Risk, Quantitative Analytics
Education
Harvard University 2010 — 2010
Course, Statistical Elements of Complex Networks (Edo Airoldi), --
Buenos Aires Institute of Technology
Doctor of Philosophy (Ph.D.), Applied Mathematics
Massachusetts Institute of Technology
MSc, Nuclear Engineering
Massachusetts Institute of Technology
Nuclear Engineer (Practical Ph.D.), Nuclear Engineering
University of Connecticut 2015 — 2015
Modern Multivariate Statistical Learning (Kun Chen)
Harvard University 2014 — 2014
Analysis of Big Data (Han Liu)
AlixPartners February 2014 - Present
Deloitte 2012 - December 2013
UBS Investment Bank 2003 - 2012
United Nations 2005 - 2007
Viking (Hedge Fund) 2002 - 2003
Interactive Brokers 2001 - 2002
Paloma Partners (Hedge Fund) 2001 - 2001
Validea.com 2000 - 2001
Bank von Ernst & Co Ltd. 1999 - 2000
The Magnus Corporation 1995 - 2000
Skills
Derivatives, Fixed Income, Trading, Investment Banking, Equities, Capital Markets, Interest Rate..., Quantitative Finance, Market Risk, Risk Management, Equity Derivatives, Bloomberg, Structured Products, Credit Derivatives, Financial Engineering, Basel III, Options, Valuation, Portfolio Management, Big Data Analytics, Big Data, Quantitative Investing, Quantitative Risk..., Financial Risk, Quantitative Analytics
Education
Harvard University 2010 — 2010
Course, Statistical Elements of Complex Networks (Edo Airoldi), --
Buenos Aires Institute of Technology
Doctor of Philosophy (Ph.D.), Applied Mathematics
Massachusetts Institute of Technology
MSc, Nuclear Engineering
Massachusetts Institute of Technology
Nuclear Engineer (Practical Ph.D.), Nuclear Engineering
University of Connecticut 2015 — 2015
Modern Multivariate Statistical Learning (Kun Chen)
Harvard University 2014 — 2014
Analysis of Big Data (Han Liu)
Jessica Zeng's UBS Investment Bank Experience June 2011 - August 2011
Job Private Equity Associate at Lightyear Capital
Industry Venture Capital & Private Equity
Experience
Lightyear Capital July 2014 - Present
Project HEAL: Help to Eat, Accept and Live February 2014 - Present
Greenhill & Co. June 2012 - July 2014
UBS Investment Bank June 2011 - August 2011
Harvard Business School January 2011 - August 2011
National Bureau of Economic Research June 2009 - June 2011
Harvard College Program for Research in Science and Engineering June 2010 - August 2010
Skills
Stata, Business Valuation, Financial Modeling, Investment Banking, Econometrics, Economics, Bloomberg, Corporate Finance, Quantitative Analytics
Education
Harvard University 2008 — 2012
Bachelor of Arts, Economics, Cum Laude
Lightyear Capital July 2014 - Present
Project HEAL: Help to Eat, Accept and Live February 2014 - Present
Greenhill & Co. June 2012 - July 2014
UBS Investment Bank June 2011 - August 2011
Harvard Business School January 2011 - August 2011
National Bureau of Economic Research June 2009 - June 2011
Harvard College Program for Research in Science and Engineering June 2010 - August 2010
Skills
Stata, Business Valuation, Financial Modeling, Investment Banking, Econometrics, Economics, Bloomberg, Corporate Finance, Quantitative Analytics
Education
Harvard University 2008 — 2012
Bachelor of Arts, Economics, Cum Laude
Noel Jeon's UBS Investment Bank Experience 2005 - 2007
Job Principal at BV Investment Partners
Industry Venture Capital & Private Equity
Experience
BV Investment Partners 2014 - Present
Hale Capital Partners 2012 - 2014
Soros Fund Management 2011 - 2011
TA Associates 2007 - 2010
UBS Investment Bank 2005 - 2007
UBS Global Asset Management 2004 - 2005
Education
Harvard Business School 2010 — 2012
MBA
New York University - Leonard N. Stern School of Business 2002 — 2005
BS, Finance, Accounting
BV Investment Partners 2014 - Present
Hale Capital Partners 2012 - 2014
Soros Fund Management 2011 - 2011
TA Associates 2007 - 2010
UBS Investment Bank 2005 - 2007
UBS Global Asset Management 2004 - 2005
Education
Harvard Business School 2010 — 2012
MBA
New York University - Leonard N. Stern School of Business 2002 — 2005
BS, Finance, Accounting
Burke Smith Burke Smith's UBS Investment Bank Experience 2001 - 2004
Job Managing Director, Transportation & Logistics: Helping Business Owners Build & Realize Value through M&A
Industry Investment Banking
Experience
Headwaters MB November 2014 - Present
The Dependable Companies January 2013 - December 2014
CAN Transport/AMCO Distribution December 2006 - January 2013
UBS Investment Bank 2001 - 2004
Donaldson, Lufkin & Jenrette February 1998 - February 2001
Education
Harvard Law School 1992 — 1995
JD
Stanford University 1987 — 1991
BA
Headwaters MB November 2014 - Present
The Dependable Companies January 2013 - December 2014
CAN Transport/AMCO Distribution December 2006 - January 2013
UBS Investment Bank 2001 - 2004
Donaldson, Lufkin & Jenrette February 1998 - February 2001
Education
Harvard Law School 1992 — 1995
JD
Stanford University 1987 — 1991
BA
Danielle Gee Danielle Gee's UBS Investment Bank Experience July 2010 - 2013
Job Chief of Staff at The Leukemia & Lymphoma Society
Industry Nonprofit Organization Management
Experience
The Leukemia & Lymphoma Society April 2013 - Present
UBS Investment Bank July 2010 - 2013
UBS Investment Bank June 2009 - August 2009
Public Financial Management July 2005 - May 2008
Education
Harvard Business School 2008 — 2010
MBA
Princeton University 2001 — 2005
The Leukemia & Lymphoma Society April 2013 - Present
UBS Investment Bank July 2010 - 2013
UBS Investment Bank June 2009 - August 2009
Public Financial Management July 2005 - May 2008
Education
Harvard Business School 2008 — 2010
MBA
Princeton University 2001 — 2005
Jonathan Prather Jonathan Prather's UBS Investment Bank Experience January 2005 - July 2006
Job Partner at Perella Weinberg Partners LP
Industry Investment Banking
Experience
Perella Weinberg Partners November 2013 - Present
Goldman Sachs January 2010 - November 2013
Goldman Sachs June 2006 - December 2009
UBS Investment Bank January 2005 - July 2006
UBS Investment Bank July 2001 - December 2005
Simpson Investment Company June 1994 - August 1999
Skills
M&A execution, Corporate Finance, Corporate Development, Financial Analysis, Financial Modeling, Valuation, Investment Banking, Capital Markets, Finance
Education
Harvard Business School 1999 — 2001
University of Colorado at Boulder 1989 — 1993
Bachelor of Arts (B.A.), History and International Affairs
The Hotchkiss School 1986 — 1989
Perella Weinberg Partners November 2013 - Present
Goldman Sachs January 2010 - November 2013
Goldman Sachs June 2006 - December 2009
UBS Investment Bank January 2005 - July 2006
UBS Investment Bank July 2001 - December 2005
Simpson Investment Company June 1994 - August 1999
Skills
M&A execution, Corporate Finance, Corporate Development, Financial Analysis, Financial Modeling, Valuation, Investment Banking, Capital Markets, Finance
Education
Harvard Business School 1999 — 2001
University of Colorado at Boulder 1989 — 1993
Bachelor of Arts (B.A.), History and International Affairs
The Hotchkiss School 1986 — 1989
Karsten Ch'ien's UBS Investment Bank Experience June 2007 - August 2007
Job CoFounder at Yumami Food Company
Industry Food & Beverages
Experience
Yumami Food Company September 2014 - Present
LeadDog Marketing Group September 2013 - 2014
White & Case May 2012 - July 2012
Institution Quraysh for Law & Policy May 2011 - July 2011
Goldman Sachs July 2008 - August 2008
UBS Investment Bank June 2007 - August 2007
Skills
Brand Development, Digital Strategy, Social Media, Digital Marketing, Social Media Marketing, Marketing Communications, Nonprofits, Brand Architecture, Strategy, Policy, Online Advertising, Event Management, Online Marketing, Mobile Marketing, Strategic Communications, Marketing Research, Business Strategy, Creative Strategy, Email Marketing
Education
Harvard Law School 2010 — 2013
JD, Islamic Law & Finance, Business Strategy, Food & Health
Yale University 2005 — 2009
BA, Anthropology
Hong Kong International School 1993 — 2005
High School Diploma
Yumami Food Company September 2014 - Present
LeadDog Marketing Group September 2013 - 2014
White & Case May 2012 - July 2012
Institution Quraysh for Law & Policy May 2011 - July 2011
Goldman Sachs July 2008 - August 2008
UBS Investment Bank June 2007 - August 2007
Skills
Brand Development, Digital Strategy, Social Media, Digital Marketing, Social Media Marketing, Marketing Communications, Nonprofits, Brand Architecture, Strategy, Policy, Online Advertising, Event Management, Online Marketing, Mobile Marketing, Strategic Communications, Marketing Research, Business Strategy, Creative Strategy, Email Marketing
Education
Harvard Law School 2010 — 2013
JD, Islamic Law & Finance, Business Strategy, Food & Health
Yale University 2005 — 2009
BA, Anthropology
Hong Kong International School 1993 — 2005
High School Diploma
Othman Alaoui Othman Alaoui's UBS Investment Bank Experience September 2009 - February 2011
Job MBA Candidate Harvard Business School, Class of 2016
Industry Investment Management
Experience
CVC Capital Partners June 2015 - Present
M Partners September 2013 - Present
TechnoServe January 2014 - March 2014
Providence Equity Partners March 2011 - October 2013
UBS Investment Bank September 2009 - February 2011
Goldman Sachs June 2008 - September 2008
Procter & Gamble June 2006 - August 2006
Skills
LBO, Private Equity, Valuation, Investment Banking, Corporate Finance, Financial Modeling, Due Diligence, Emerging Markets, Mergers & Acquisitions, Strategy, Capital Markets, Venture Capital, Bloomberg, Corporate Development, M&A experience
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
HEC School of Management 2005 — 2009
Master of Science (MSc), Finance Major
Lycée Sainte Geneviève 2003 — 2005
Prep School, EC S
CVC Capital Partners June 2015 - Present
M Partners September 2013 - Present
TechnoServe January 2014 - March 2014
Providence Equity Partners March 2011 - October 2013
UBS Investment Bank September 2009 - February 2011
Goldman Sachs June 2008 - September 2008
Procter & Gamble June 2006 - August 2006
Skills
LBO, Private Equity, Valuation, Investment Banking, Corporate Finance, Financial Modeling, Due Diligence, Emerging Markets, Mergers & Acquisitions, Strategy, Capital Markets, Venture Capital, Bloomberg, Corporate Development, M&A experience
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
HEC School of Management 2005 — 2009
Master of Science (MSc), Finance Major
Lycée Sainte Geneviève 2003 — 2005
Prep School, EC S
Mengyi Yan Mengyi Yan's UBS Investment Bank Experience January 2011 - March 2011
Job Senior Associate at Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services August 2014 - Present
Discover Financial Services July 2013 - August 2014
Institute of Finance and Banking, Chinese Academy of Social Sciences September 2010 - August 2011
UBS Investment Bank January 2011 - March 2011
China Development Bank February 2010 - March 2010
Skills
R, Statistical Modeling, SAS Programming, SAS E-Miner, SQL
Education
Harvard University 2011 — 2013
M.A., Statistics
Peking University 2009 — 2011
B.A.(Double Major), Economics
Peking University 2007 — 2011
B.S., Math & Applied Math
Discover Financial Services August 2014 - Present
Discover Financial Services July 2013 - August 2014
Institute of Finance and Banking, Chinese Academy of Social Sciences September 2010 - August 2011
UBS Investment Bank January 2011 - March 2011
China Development Bank February 2010 - March 2010
Skills
R, Statistical Modeling, SAS Programming, SAS E-Miner, SQL
Education
Harvard University 2011 — 2013
M.A., Statistics
Peking University 2009 — 2011
B.A.(Double Major), Economics
Peking University 2007 — 2011
B.S., Math & Applied Math
Dong Ik Lee Dong Ik Lee's UBS Investment Bank Experience July 2013 - August 2013
Job Analyst at Bella Research Group
Industry
Experience
Bella Research Group October 2014 - August 2015
Institution for a Global Society August 2014 - September 2014
Harvard University February 2012 - May 2014
UBS Investment Bank July 2013 - August 2013
Avantgarde June 2012 - August 2012
NHN June 2011 - June 2011
Skills
Microsoft Office, Research, French, Microsoft Excel, PowerPoint, Public Speaking
Education
Harvard University 2010 — 2014
Bachelor of Arts (B.A.), Psychology, minor in French
Université Paris Sorbonne (Paris IV) / Sorbonne University 2012 — 2012
French Study Abroad Program, History
서울대학교 / Seoul National University 2011 — 2011
Korean Study Abroad Summer, Korean
Scarsdale High School 2006 — 2010
High School Diploma
Bella Research Group October 2014 - August 2015
Institution for a Global Society August 2014 - September 2014
Harvard University February 2012 - May 2014
UBS Investment Bank July 2013 - August 2013
Avantgarde June 2012 - August 2012
NHN June 2011 - June 2011
Skills
Microsoft Office, Research, French, Microsoft Excel, PowerPoint, Public Speaking
Education
Harvard University 2010 — 2014
Bachelor of Arts (B.A.), Psychology, minor in French
Université Paris Sorbonne (Paris IV) / Sorbonne University 2012 — 2012
French Study Abroad Program, History
서울대학교 / Seoul National University 2011 — 2011
Korean Study Abroad Summer, Korean
Scarsdale High School 2006 — 2010
High School Diploma
David Sanford's UBS Investment Bank Experience July 2007 - August 2009
Job Managing Director at Hitchwood Capital
Industry Financial Services
Experience
Hitchwood Capital June 2014 - Present
Scout Capital September 2009 - February 2014
UBS Investment Bank July 2007 - August 2009
Habitat for Humanity of Huron Valley June 2005 - August 2005
Salk Institute for Biological Studies February 2000 - September 2003
Education
Harvard University 2003 — 2007
A.B.
Torrey Pines High School 1999 — 2003
Hitchwood Capital June 2014 - Present
Scout Capital September 2009 - February 2014
UBS Investment Bank July 2007 - August 2009
Habitat for Humanity of Huron Valley June 2005 - August 2005
Salk Institute for Biological Studies February 2000 - September 2003
Education
Harvard University 2003 — 2007
A.B.
Torrey Pines High School 1999 — 2003
Priyanth Chandrasekar Priyanth Chandrasekar's UBS Investment Bank Experience 2008 - 2010
Job Growth Equity / Middle Market Investor
Industry Venture Capital & Private Equity
Experience
Macquarie Capital Principal Investments 2014 - Present
General Catalyst Partners 2013 - 2013
IFC Asset Management Company 2010 - 2012
UBS Investment Bank 2008 - 2010
Charles River Associates 2007 - 2007
Skills
Private Equity, Venture Capital
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of Cambridge 2007 — 2008
MPhil, Finance
University of Maine 2003 — 2007
BA and BS, Economics & Electrical Engineering
Macquarie Capital Principal Investments 2014 - Present
General Catalyst Partners 2013 - 2013
IFC Asset Management Company 2010 - 2012
UBS Investment Bank 2008 - 2010
Charles River Associates 2007 - 2007
Skills
Private Equity, Venture Capital
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of Cambridge 2007 — 2008
MPhil, Finance
University of Maine 2003 — 2007
BA and BS, Economics & Electrical Engineering
Andrew Kim Andrew Kim's UBS Investment Bank Experience June 2003 - August 2003
Job Vice President at Paulson & Co.
Industry Investment Management
Experience
Paulson & Co. July 2009 - Present
Kang & Company June 2008 - August 2008
Perry Capital January 2005 - 2007
Goldman Sachs 2004 - 2005
UBS Investment Bank June 2003 - August 2003
Skills
Investment Banking, Hedge Funds, Asset Managment, Financial Institutions, Financial Modeling, Equities, Fixed Income, Valuation, Capital Markets, Special Situations, Asset Management, Mergers & Acquisitions, Investments, Financial Analysis, Due Diligence
Education
Harvard Business School 2007 — 2009
MBA, General Management
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
BBA, Finance, 3.99 / 4.00 (4 year cumulative)
Paulson & Co. July 2009 - Present
Kang & Company June 2008 - August 2008
Perry Capital January 2005 - 2007
Goldman Sachs 2004 - 2005
UBS Investment Bank June 2003 - August 2003
Skills
Investment Banking, Hedge Funds, Asset Managment, Financial Institutions, Financial Modeling, Equities, Fixed Income, Valuation, Capital Markets, Special Situations, Asset Management, Mergers & Acquisitions, Investments, Financial Analysis, Due Diligence
Education
Harvard Business School 2007 — 2009
MBA, General Management
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
BBA, Finance, 3.99 / 4.00 (4 year cumulative)
Ned Carlson's UBS Investment Bank Experience June 1996 - June 1998
Job President at GlobalCare, Inc.
Industry Information Technology and Services
Experience
GlobalCare, Inc. June 2015 - Present
GlobalCare, Inc. March 2013 - Present
Dawntreader Ventures July 1998 - Present
Xora, A ClickSoftware Company March 2001 - March 2014
Peer39 by Sizmek March 2007 - April 2012
ProactiveNet January 2004 - June 2007
Colloquis January 2004 - October 2006
UBS Investment Bank June 1996 - June 1998
Skills
Venture Capital, Mergers & Acquisitions, Valuation, Corporate Finance, Investments, Healthcare Information..., Business Strategy, Growth Strategies, Private Equity, Start-ups, Corporate Development, CRM, Strategy, Management, SaaS, Entrepreneurship, Strategic Partnerships
Education
Harvard University
AB, Political Science and Government
Cheshire High School
GlobalCare, Inc. June 2015 - Present
GlobalCare, Inc. March 2013 - Present
Dawntreader Ventures July 1998 - Present
Xora, A ClickSoftware Company March 2001 - March 2014
Peer39 by Sizmek March 2007 - April 2012
ProactiveNet January 2004 - June 2007
Colloquis January 2004 - October 2006
UBS Investment Bank June 1996 - June 1998
Skills
Venture Capital, Mergers & Acquisitions, Valuation, Corporate Finance, Investments, Healthcare Information..., Business Strategy, Growth Strategies, Private Equity, Start-ups, Corporate Development, CRM, Strategy, Management, SaaS, Entrepreneurship, Strategic Partnerships
Education
Harvard University
AB, Political Science and Government
Cheshire High School
Sandy Gill Sandy Gill's UBS Investment Bank Experience September 2009 - June 2011
Job Vice President at Vector Capital
Industry Venture Capital & Private Equity
Experience
Vector Capital July 2015 - Present
Vector Capital August 2011 - July 2013
UBS Investment Bank September 2009 - June 2011
UBS Investment Bank June 2008 - August 2008
Northwestern Mutual Financial Network June 2007 - August 2007
Skills
Private Equity, Financial Modeling, Investments, Valuation, Investment Banking, Venture Capital, Mergers & Acquisitions, Equities, Hedge Funds
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Yale University 2005 — 2009
BA, History
Vector Capital July 2015 - Present
Vector Capital August 2011 - July 2013
UBS Investment Bank September 2009 - June 2011
UBS Investment Bank June 2008 - August 2008
Northwestern Mutual Financial Network June 2007 - August 2007
Skills
Private Equity, Financial Modeling, Investments, Valuation, Investment Banking, Venture Capital, Mergers & Acquisitions, Equities, Hedge Funds
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Yale University 2005 — 2009
BA, History
Cameron Dunn's UBS Investment Bank Experience July 2007 - July 2008
Job Principal at NGP Energy Capital Management
Industry Venture Capital & Private Equity
Experience
NGP Energy Capital Management December 2014 - Present
NGP Energy Capital Management July 2012 - December 2014
NGP Midstream & Resources August 2008 - July 2010
UBS Investment Bank July 2007 - July 2008
Education
Harvard Business School 2010 — 2012
Master of Business Administration (MBA)
The University of Texas at Austin 2003 — 2007
Bachelor of Business Administration (BBA)
NGP Energy Capital Management December 2014 - Present
NGP Energy Capital Management July 2012 - December 2014
NGP Midstream & Resources August 2008 - July 2010
UBS Investment Bank July 2007 - July 2008
Education
Harvard Business School 2010 — 2012
Master of Business Administration (MBA)
The University of Texas at Austin 2003 — 2007
Bachelor of Business Administration (BBA)
Missy Narula's UBS Investment Bank Experience 2003 - 2005
Job Principal, Head of Valuation & Portfolio Management at TPG
Industry Venture Capital & Private Equity
Experience
TPG Capital February 2013 - Present
TPG Capital February 2011 - Present
The Boston Consulting Group August 2007 - January 2011
UBS Investment Bank 2003 - 2005
Education
Harvard Business School 2005 — 2007
MBA
Yale University 1999 — 2003
BA, Psychology
TPG Capital February 2013 - Present
TPG Capital February 2011 - Present
The Boston Consulting Group August 2007 - January 2011
UBS Investment Bank 2003 - 2005
Education
Harvard Business School 2005 — 2007
MBA
Yale University 1999 — 2003
BA, Psychology
Natalya Baram's UBS Investment Bank Experience February 2011 - October 2012
Job Global Fixed Income, Currencies, & Commodities COO at J.P. Morgan
Industry Banking
Experience
J.P. Morgan March 2014 - Present
The Depository Trust & Clearing Corporation January 2014 - March 2014
New York Portfolio Clearing, LLC October 2012 - January 2014
UBS Investment Bank February 2011 - October 2012
HSBC Securities October 2008 - February 2011
HSBC Securities August 2005 - October 2008
JPMorgan Chase 2001 - 2004
Skills
Fixed Income, Capital Markets, Treasury, Derivatives, Investment Banking, Finance, Operational Risk, Strategy, Rates, Interest Rate Swaps, Swaps, Equities, Options, Trading, Financial Risk, Investments, Banking, Market Risk, Management, Leadership, Operations Management
Education
Harvard Business School 2013 — 2014
Program for Leadership Development
Pace University 1998 — 2001
Bachelor of Business Administration (BBA), International Management & Economics
J.P. Morgan March 2014 - Present
The Depository Trust & Clearing Corporation January 2014 - March 2014
New York Portfolio Clearing, LLC October 2012 - January 2014
UBS Investment Bank February 2011 - October 2012
HSBC Securities October 2008 - February 2011
HSBC Securities August 2005 - October 2008
JPMorgan Chase 2001 - 2004
Skills
Fixed Income, Capital Markets, Treasury, Derivatives, Investment Banking, Finance, Operational Risk, Strategy, Rates, Interest Rate Swaps, Swaps, Equities, Options, Trading, Financial Risk, Investments, Banking, Market Risk, Management, Leadership, Operations Management
Education
Harvard Business School 2013 — 2014
Program for Leadership Development
Pace University 1998 — 2001
Bachelor of Business Administration (BBA), International Management & Economics
Mike Holland's UBS Investment Bank Experience June 2014 - Present
Job
Industry Research
Experience
UBS Investment Bank June 2014 - Present
Credit Suisse March 2010 - May 2014
Trimaran Advisors April 2006 - December 2009
Greenwich Associates April 2005 - April 2006
Massachusetts Republican Party March 2004 - December 2004
Skills
Credit Analysis, Public Health Policy, Trading, Portfolio Management, Asset Management, Valuation, Financial Modeling, Credit Trading, CLO, Credit Risk Management, Fixed Income, Bond Markets, Credit Risk, Capital Markets, Hedge Funds, Bonds, Structured Products, High Yield, Credit Derivatives, Alternative Investments, Bloomberg, Leveraged Finance, Investment Banking, Financial Services
Education
Harvard University 2000 — 2004
AB, Government
New Canaan High School 1996 — 2000
UBS Investment Bank June 2014 - Present
Credit Suisse March 2010 - May 2014
Trimaran Advisors April 2006 - December 2009
Greenwich Associates April 2005 - April 2006
Massachusetts Republican Party March 2004 - December 2004
Skills
Credit Analysis, Public Health Policy, Trading, Portfolio Management, Asset Management, Valuation, Financial Modeling, Credit Trading, CLO, Credit Risk Management, Fixed Income, Bond Markets, Credit Risk, Capital Markets, Hedge Funds, Bonds, Structured Products, High Yield, Credit Derivatives, Alternative Investments, Bloomberg, Leveraged Finance, Investment Banking, Financial Services
Education
Harvard University 2000 — 2004
AB, Government
New Canaan High School 1996 — 2000
Andrew Emmett's UBS Investment Bank Experience July 2015 - Present
Job Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank July 2015 - Present
UBS Investment Bank June 2014 - August 2014
Bell Potter Securities June 2013 - July 2013
Fitzroys Pty Ltd March 2011 - August 2011
Skills
Stata, MYOB, Microsoft Excel, Research, Valuation, Real Estate, Property, Appraisals, Economics, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Analysis, ThomsonOne, Capital IQ
Education
Harvard College 2011 — 2015
Bachelor of Arts (A.B), Economics, Secondary in History
Scotch College 2005 — 2010
Secondary
UBS Investment Bank July 2015 - Present
UBS Investment Bank June 2014 - August 2014
Bell Potter Securities June 2013 - July 2013
Fitzroys Pty Ltd March 2011 - August 2011
Skills
Stata, MYOB, Microsoft Excel, Research, Valuation, Real Estate, Property, Appraisals, Economics, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Analysis, ThomsonOne, Capital IQ
Education
Harvard College 2011 — 2015
Bachelor of Arts (A.B), Economics, Secondary in History
Scotch College 2005 — 2010
Secondary
Daniel Newman, CFA's UBS Investment Bank Experience August 2007 - October 2008
Job Investment Engineer at Bridgewater Associates
Industry Investment Management
Experience
Bridgewater Associates May 2015 - Present
Federal Reserve Bank of New York July 2012 - April 2015
New York Cares February 2010 - August 2010
Acción Emprendedora August 2009 - December 2009
WorldTeach February 2009 - December 2009
UBS Investment Bank August 2007 - October 2008
Skills
Stata, International..., Economics, Policy Analysis, Financial Modeling, Research, Spanish, Data Analysis, Public Policy, Econometrics, Economic Development, Statistics, Emerging Markets, Financial Markets, Foreign Exchange, Macroeconomics, Equities
Education
Harvard University 2010 — 2012
Master of Public Administration (MPA), International Development
Stanford University 2006 — 2007
MS, Financial Math
Stanford University 2002 — 2006
BA, Economics
Bridgewater Associates May 2015 - Present
Federal Reserve Bank of New York July 2012 - April 2015
New York Cares February 2010 - August 2010
Acción Emprendedora August 2009 - December 2009
WorldTeach February 2009 - December 2009
UBS Investment Bank August 2007 - October 2008
Skills
Stata, International..., Economics, Policy Analysis, Financial Modeling, Research, Spanish, Data Analysis, Public Policy, Econometrics, Economic Development, Statistics, Emerging Markets, Financial Markets, Foreign Exchange, Macroeconomics, Equities
Education
Harvard University 2010 — 2012
Master of Public Administration (MPA), International Development
Stanford University 2006 — 2007
MS, Financial Math
Stanford University 2002 — 2006
BA, Economics
David Aufhauser David Aufhauser's UBS Investment Bank Experience October 2004 - September 2008
Job partner at Williams & Connolly LLP
Industry Law Practice
Experience
Williams & Connolly LLP September 1985 - Present
national security council October 2001 - September 2013
UBS Investment Bank October 2004 - September 2008
US Treasury March 2001 - November 2003
Skills
Litigation, FCPA, Private Investigations, Arbitration, AML, Mediation, International Relations, Politics, Securities Regulation, OFAC, Strategy, Sanction, International Law, Civil Litigation, Legal Compliance, Securities Litigation, Commercial Litigation, Internal Investigations, Corporate Governance, White Collar Criminal..., Litigation Support, Class Actions, Criminal Law, Privacy Law, Appeals, Trade Secrets
Education
University of Pennsylvania Law School 1974 — 1977
jd, law
Harvard Business School 1972 — 1974
mba, finance
Wesleyan University 1968 — 1972
AB, English & Government
harvard business school
Williams & Connolly LLP September 1985 - Present
national security council October 2001 - September 2013
UBS Investment Bank October 2004 - September 2008
US Treasury March 2001 - November 2003
Skills
Litigation, FCPA, Private Investigations, Arbitration, AML, Mediation, International Relations, Politics, Securities Regulation, OFAC, Strategy, Sanction, International Law, Civil Litigation, Legal Compliance, Securities Litigation, Commercial Litigation, Internal Investigations, Corporate Governance, White Collar Criminal..., Litigation Support, Class Actions, Criminal Law, Privacy Law, Appeals, Trade Secrets
Education
University of Pennsylvania Law School 1974 — 1977
jd, law
Harvard Business School 1972 — 1974
mba, finance
Wesleyan University 1968 — 1972
AB, English & Government
harvard business school
Andy Parchman's UBS Investment Bank Experience July 2011 - June 2012
Job Portfolio Analyst at New Holland Capital
Industry Investment Management
Experience
New Holland Capital November 2012 - Present
UBS Investment Bank July 2011 - June 2012
Parchman Vaughan & Co. December 2009 - January 2010
Skills
Valuation, Financial Analysis, Investment Banking, Financial Modeling, Mergers, Corporate Finance, Due Diligence
Education
Harvard University 2007 — 2011
A.B., Classics and Philosophy
The Culver Academies 2003 — 2007
New Holland Capital November 2012 - Present
UBS Investment Bank July 2011 - June 2012
Parchman Vaughan & Co. December 2009 - January 2010
Skills
Valuation, Financial Analysis, Investment Banking, Financial Modeling, Mergers, Corporate Finance, Due Diligence
Education
Harvard University 2007 — 2011
A.B., Classics and Philosophy
The Culver Academies 2003 — 2007
Taz Tagore's UBS Investment Bank Experience 2002 - 2003
Job executive director/founder at the reciprocity foundation
Industry Nonprofit Organization Management
Experience
the reciprocity foundation Freelance WriterVarious1991 - Present
ESI Design August 2002 - June 2005
UBS Investment Bank 2002 - 2003
UBS August 2001 - August 2002
Harvard Business School 2001 - 2002
Boston Consulting Group 1997 - 1999
Education
Harvard Business School 1999 — 2001
Queen's University 1991 — 1995
the reciprocity foundation Freelance WriterVarious1991 - Present
ESI Design August 2002 - June 2005
UBS Investment Bank 2002 - 2003
UBS August 2001 - August 2002
Harvard Business School 2001 - 2002
Boston Consulting Group 1997 - 1999
Education
Harvard Business School 1999 — 2001
Queen's University 1991 — 1995
Jennifer Tom's UBS Investment Bank Experience 2005 - 2007
Job Consultant at Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group October 2010 - September 2012
Partners In Health May 2009 - August 2009
UBS Investment Bank 2005 - 2007
Skills
Financial Modeling, Strategy, Corporate Development, Valuation, Analytics, Management Consulting, Due Diligence, Financial Analysis
Education
Harvard Business School 2008 — 2010
MBA
The London School of Economics and Political Science (LSE) 2007 — 2008
MSc, International Health Policy
University of Pennsylvania - The Wharton School 2001 — 2005
MSc Economics, Finance, Healthcare Management & Policy
The Boston Consulting Group October 2010 - September 2012
Partners In Health May 2009 - August 2009
UBS Investment Bank 2005 - 2007
Skills
Financial Modeling, Strategy, Corporate Development, Valuation, Analytics, Management Consulting, Due Diligence, Financial Analysis
Education
Harvard Business School 2008 — 2010
MBA
The London School of Economics and Political Science (LSE) 2007 — 2008
MSc, International Health Policy
University of Pennsylvania - The Wharton School 2001 — 2005
MSc Economics, Finance, Healthcare Management & Policy
David Sultan's UBS Investment Bank Experience 2007 - 2008
Job Client Advisor, Endowments & Foundations Group at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management 2011 - Present
J.P. Morgan Private Bank 2010 - 2011
UBS Investment Bank 2007 - 2008
John A. Levin & Co. 2002 - 2006
Credit Suisse First Boston 1988 - 2001
McKinsey & Company 1984 - 1986
Education
Harvard Business School 1986 — 1988
MBA
Harvard University 1980 — 1984
AB, Government
J.P. Morgan Asset Management 2011 - Present
J.P. Morgan Private Bank 2010 - 2011
UBS Investment Bank 2007 - 2008
John A. Levin & Co. 2002 - 2006
Credit Suisse First Boston 1988 - 2001
McKinsey & Company 1984 - 1986
Education
Harvard Business School 1986 — 1988
MBA
Harvard University 1980 — 1984
AB, Government
Rodney Reid's UBS Investment Bank Experience June 2006 - October 2014
Job Managing Director at Evercore
Industry Investment Banking
Experience
Evercore November 2014 - Present
UBS Investment Bank June 2006 - October 2014
Cerberus Capital Management 2005 - 2006
Pamilco Capital Partners June 2004 - August 2004
Education
Harvard Business School 2003 — 2005
Evercore November 2014 - Present
UBS Investment Bank June 2006 - October 2014
Cerberus Capital Management 2005 - 2006
Pamilco Capital Partners June 2004 - August 2004
Education
Harvard Business School 2003 — 2005
Josie Weeks Haspel's UBS Investment Bank Experience June 2006 - June 2008
Job Corporate Strategy Manager at Wells Fargo
Industry Management Consulting
Experience
Wells Fargo May 2015 - Present
Bain & Company June 2011 - May 2015
SolarCity August 2009 - June 2010
TA Associates August 2008 - July 2009
UBS Investment Bank June 2006 - June 2008
Citigroup Investment Bank 2005 - 2005
Skills
Financial Modeling, Strategy, Management Consulting, Valuation, Business Strategy, Competitive Analysis, Private Equity, Due Diligence, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA
Harvard University 2002 — 2006
A.B., Physics
Wells Fargo May 2015 - Present
Bain & Company June 2011 - May 2015
SolarCity August 2009 - June 2010
TA Associates August 2008 - July 2009
UBS Investment Bank June 2006 - June 2008
Citigroup Investment Bank 2005 - 2005
Skills
Financial Modeling, Strategy, Management Consulting, Valuation, Business Strategy, Competitive Analysis, Private Equity, Due Diligence, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA
Harvard University 2002 — 2006
A.B., Physics
Anne Catherine Podolsky's UBS Investment Bank Experience 2004 - 2007
Job Associate at Weil, Gotshal & Manges LLP
Industry Law Practice
Experience
Weil, Gotshal & Manges LLP January 2012 - Present
UBS Investment Bank 2004 - 2007
Education
Harvard Law School 2007 — 2010
Doctor of Law (JD)
Wellesley College 2000 — 2004
B.A., History, Classical Civilizations
Weil, Gotshal & Manges LLP January 2012 - Present
UBS Investment Bank 2004 - 2007
Education
Harvard Law School 2007 — 2010
Doctor of Law (JD)
Wellesley College 2000 — 2004
B.A., History, Classical Civilizations
Guillermo Coronado's UBS Investment Bank Experience July 2005 - July 2007
Job Client Portfolio Management at Bridgewater Associates
Industry Financial Services
Experience
Bridgewater Associates January 2014 - Present
Bridgewater Associates January 2011 - January 2014
McKinsey & Company September 2009 - January 2011
UBS Investment Bank July 2005 - July 2007
W.W. Grainger 2001 - 2003
Skills
Financial Modeling, Valuation, Due Diligence, Investment Banking, Financial Analysis, Investments, Financial Structuring, Capital Markets, Fixed Income, Venture Capital, Bloomberg, Bonds, Strategy, Project Finance, Equities, Business Strategy
Education
Harvard Business School 2007 — 2009
MBA
Harvard University 2001 — 2005
AB (cum laude), Social Studies
Bridgewater Associates January 2014 - Present
Bridgewater Associates January 2011 - January 2014
McKinsey & Company September 2009 - January 2011
UBS Investment Bank July 2005 - July 2007
W.W. Grainger 2001 - 2003
Skills
Financial Modeling, Valuation, Due Diligence, Investment Banking, Financial Analysis, Investments, Financial Structuring, Capital Markets, Fixed Income, Venture Capital, Bloomberg, Bonds, Strategy, Project Finance, Equities, Business Strategy
Education
Harvard Business School 2007 — 2009
MBA
Harvard University 2001 — 2005
AB (cum laude), Social Studies
Allegra Ivey's UBS Investment Bank Experience July 1999 - August 2008
Job Director at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch May 2011 - Present
J.P. Morgan May 2010 - May 2011
Bank of America Merrill Lynch 2008 - 2010
UBS Investment Bank July 1999 - August 2008
Skills
Fixed Income, Structured Products, Investment Banking, Capital Markets, Bonds, Financial Structuring, Structured Finance, Derivatives, Series 7, Series 63, Securities, Bloomberg
Education
Syracuse University 1998 — 1999
MPA
Harvard University 1993 — 1997
AB, Economics
Bank of America Merrill Lynch May 2011 - Present
J.P. Morgan May 2010 - May 2011
Bank of America Merrill Lynch 2008 - 2010
UBS Investment Bank July 1999 - August 2008
Skills
Fixed Income, Structured Products, Investment Banking, Capital Markets, Bonds, Financial Structuring, Structured Finance, Derivatives, Series 7, Series 63, Securities, Bloomberg
Education
Syracuse University 1998 — 1999
MPA
Harvard University 1993 — 1997
AB, Economics
Krishna Battula's UBS Investment Bank Experience November 2006 - March 2010
Job Vice President, Global Collateral Services IT at BNY Mellon
Industry Information Technology and Services
Experience
BNY Mellon July 2013 - Present
BigO One Technologies September 2012 - January 2014
Barclays Capital May 2012 - July 2013
Goldman Sachs March 2010 - December 2012
UBS Investment Bank November 2006 - March 2010
Credit Suisse October 2005 - November 2006
Reval April 2004 - October 2005
West Corporation January 2003 - April 2004
University of North Texas January 2000 - January 2003
University of New Mexico August 1999 - December 1999
Skills
Technical Leadership, Global Collateral..., Capital Markets, Risk Management, Credit Risk, Settlement Risk (FX,..., Derivatives, Trading Systems, Java Enterprise Edition, Big Data, In-Memory Analytics, Cloud Computing, Agile Methodologies, Platform as a Service..., Multithreading, Python, High Availability, Scalability, Distributed Caching, Grid Computing, Functional Architecture, SOA, Object Oriented Design, Relational Databases, C++, Pricing, C#
Education
Harvard Business School 2012 — 2012
Management & Leadership - "Global Collaboration"
University of North Texas 2000 — 2002
MS, Computer Science - "Cryptography and Network Security"
University Of New Mexico, Albuquerque 1999 — 1999
MS, Mechanical - "Robotics Engineering"
Osmania University 1995 — 1999
BE, Production Engineering
BNY Mellon July 2013 - Present
BigO One Technologies September 2012 - January 2014
Barclays Capital May 2012 - July 2013
Goldman Sachs March 2010 - December 2012
UBS Investment Bank November 2006 - March 2010
Credit Suisse October 2005 - November 2006
Reval April 2004 - October 2005
West Corporation January 2003 - April 2004
University of North Texas January 2000 - January 2003
University of New Mexico August 1999 - December 1999
Skills
Technical Leadership, Global Collateral..., Capital Markets, Risk Management, Credit Risk, Settlement Risk (FX,..., Derivatives, Trading Systems, Java Enterprise Edition, Big Data, In-Memory Analytics, Cloud Computing, Agile Methodologies, Platform as a Service..., Multithreading, Python, High Availability, Scalability, Distributed Caching, Grid Computing, Functional Architecture, SOA, Object Oriented Design, Relational Databases, C++, Pricing, C#
Education
Harvard Business School 2012 — 2012
Management & Leadership - "Global Collaboration"
University of North Texas 2000 — 2002
MS, Computer Science - "Cryptography and Network Security"
University Of New Mexico, Albuquerque 1999 — 1999
MS, Mechanical - "Robotics Engineering"
Osmania University 1995 — 1999
BE, Production Engineering
Bernel Hall's UBS Investment Bank Experience 2005 - 2007
Job Associate at Goldman Sachs
Industry Real Estate
Experience
Goldman Sachs September 2007 - Present
UBS Investment Bank 2005 - 2007
Bank of America 1999 - 2002
Education
Harvard University, John F. Kennedy School of Government 2004 — 2004
Harvard Business School 2002 — 2004
North Carolina State University - College of Management 1994 — 1998
Business Management, Finance
Goldman Sachs September 2007 - Present
UBS Investment Bank 2005 - 2007
Bank of America 1999 - 2002
Education
Harvard University, John F. Kennedy School of Government 2004 — 2004
Harvard Business School 2002 — 2004
North Carolina State University - College of Management 1994 — 1998
Business Management, Finance
Chad Volpe's UBS Investment Bank Experience 2007 - 2009
Job Vice President at The Raine Group
Industry Venture Capital & Private Equity
Experience
The Raine Group January 2014 - Present
The Raine Group June 2009 - December 2013
UBS Investment Bank 2007 - 2009
Skills
Valuation, Private Equity, Financial Modeling, Investments, Investment Banking, Equities, Mergers & Acquisitions, Venture Capital, Digital Media, Capital Markets, Corporate Finance
Education
Harvard University 2003 — 2007
AB, Economics
The Raine Group January 2014 - Present
The Raine Group June 2009 - December 2013
UBS Investment Bank 2007 - 2009
Skills
Valuation, Private Equity, Financial Modeling, Investments, Investment Banking, Equities, Mergers & Acquisitions, Venture Capital, Digital Media, Capital Markets, Corporate Finance
Education
Harvard University 2003 — 2007
AB, Economics
Jonathan Schudmak's UBS Investment Bank Experience 2005 - 2012
Job Finance
Industry Financial Services
Experience
FBR March 2013 - August 2014
NOLA 3D Printing September 2012 - August 2014
The PrinceRidge Group March 2012 - February 2013
UBS Investment Bank 2005 - 2012
Dresdner Kleinwort Wasserstein 2004 - 2005
Education
Harvard Business School 2002 — 2004
MBA
United States Military Academy at West Point 1993 — 1997
BS, Civil Engineering
FBR March 2013 - August 2014
NOLA 3D Printing September 2012 - August 2014
The PrinceRidge Group March 2012 - February 2013
UBS Investment Bank 2005 - 2012
Dresdner Kleinwort Wasserstein 2004 - 2005
Education
Harvard Business School 2002 — 2004
MBA
United States Military Academy at West Point 1993 — 1997
BS, Civil Engineering
Chris Schaefer's UBS Investment Bank Experience July 2004 - September 2005
Job SVP Corporate Development at PharMerica
Industry Investment Banking
Experience
PharMerica November 2013 - Present
CIT Healthcare July 2011 - July 2013
Boston Heart Diagnostics November 2009 - June 2011
Thomas Weisel Partners October 2005 - August 2008
UBS Investment Bank July 2004 - September 2005
Robertson Stephens January 2000 - July 2001
Deutsche Banc Alex. Brown July 1998 - January 2000
Skills
Investment Banking, Venture Capital, Hedge Funds, Leveraged Finance, Mergers, Bonds, Healthcare, Credit, Private Equity, Valuation, Capital Markets, Financial Modeling, Equities, Corporate Finance, LBO, Investor Relations, Financial Analysis, Corporate Development, Fixed Income, Banking, Private Placements, Industry Analysis, Debt, Due Diligence, IPO, Mergers & Acquisitions, Emerging Markets, Equity Research, Financial Structuring, Business Development
Education
Harvard University 1994 — 1998
AB, cum laude, Economics
New York University - Leonard N. Stern School of Business
MBA, Finance & Marketing
Roxbury Latin School 1990 — 1994
High School Diploma
PharMerica November 2013 - Present
CIT Healthcare July 2011 - July 2013
Boston Heart Diagnostics November 2009 - June 2011
Thomas Weisel Partners October 2005 - August 2008
UBS Investment Bank July 2004 - September 2005
Robertson Stephens January 2000 - July 2001
Deutsche Banc Alex. Brown July 1998 - January 2000
Skills
Investment Banking, Venture Capital, Hedge Funds, Leveraged Finance, Mergers, Bonds, Healthcare, Credit, Private Equity, Valuation, Capital Markets, Financial Modeling, Equities, Corporate Finance, LBO, Investor Relations, Financial Analysis, Corporate Development, Fixed Income, Banking, Private Placements, Industry Analysis, Debt, Due Diligence, IPO, Mergers & Acquisitions, Emerging Markets, Equity Research, Financial Structuring, Business Development
Education
Harvard University 1994 — 1998
AB, cum laude, Economics
New York University - Leonard N. Stern School of Business
MBA, Finance & Marketing
Roxbury Latin School 1990 — 1994
High School Diploma
Joseph Haggenmiller's UBS Investment Bank Experience 2003 - 2009
Job LCR Capital Partners
Industry Financial Services
Experience
LCR Capital Partners LLC February 2015 - Present
Presagium BVI Ltd. 2011 - Present
Spotex 2013 - Present
Presagium BVI Ltd 2011 - 2014
Presagium LLC 2009 - 2011
UBS Investment Bank 2003 - 2009
Credit Suisse First Boston 1997 - 2003
Dain Bosworth 1989 - 1994
Education
Harvard Business School
Master’s Degree
The London School of Economics and Political Science (LSE)
Macalester College
Bachelor’s Degree
LCR Capital Partners LLC February 2015 - Present
Presagium BVI Ltd. 2011 - Present
Spotex 2013 - Present
Presagium BVI Ltd 2011 - 2014
Presagium LLC 2009 - 2011
UBS Investment Bank 2003 - 2009
Credit Suisse First Boston 1997 - 2003
Dain Bosworth 1989 - 1994
Education
Harvard Business School
Master’s Degree
The London School of Economics and Political Science (LSE)
Macalester College
Bachelor’s Degree
Richard L. Selvala, Jr.'s UBS Investment Bank Experience 1994 - 2002
Job CEO & CoFounder of Harvest Volatility Management
Industry Investment Management
Experience
Harvest Volatility Management April 2008 - Present
Credit Suisse March 2002 - March 2008
UBS Investment Bank 1994 - 2002
GM NY Treasurer's Office 1990 - 1994
General Motors 1990 - 1994
Skills
Equities, Hedge Funds, Alternative Investments, Asset Managment, Derivatives, Investments, Portfolio Management
Education
Harvard Business School 1988 — 1990
University of Michigan 1981 — 1985
Bachelor of Science, Mechanical Engineering
Harvest Volatility Management April 2008 - Present
Credit Suisse March 2002 - March 2008
UBS Investment Bank 1994 - 2002
GM NY Treasurer's Office 1990 - 1994
General Motors 1990 - 1994
Skills
Equities, Hedge Funds, Alternative Investments, Asset Managment, Derivatives, Investments, Portfolio Management
Education
Harvard Business School 1988 — 1990
University of Michigan 1981 — 1985
Bachelor of Science, Mechanical Engineering
Charles Mounts's UBS Investment Bank Experience MDUBS2002 - 2008
Job MD at UBS Investment Bank
Industry Research
Experience
UBS Investment Bank MDUBS2002 - 2008
Education
Harvard University 1988 — 1990
mpp, intl trade and finance
Harvard University, John F. Kennedy School of Government 1988 — 1990
UBS Investment Bank MDUBS2002 - 2008
Education
Harvard University 1988 — 1990
mpp, intl trade and finance
Harvard University, John F. Kennedy School of Government 1988 — 1990
Daniel Rosenberg's UBS Investment Bank Experience August 2011 - Present
Job Director in DeltaOne Equity Swaps and ETF Trading at UBS
Industry Financial Services
Experience
UBS Investment Bank August 2011 - Present
Societe Generale January 2009 - July 2011
Goldman Sachs August 2000 - January 2009
U.S. District Court July 1999 - August 2000
Friedman Kaplan Seiler & Adelman LLP September 1997 - July 1999
Skills
Derivatives, Finance, Trading, Equities, Investment Banking, Financial Modeling, Capital Markets, Valuation, Bloomberg, Hedge Funds, Corporate Finance, Investments, Portfolio Management, Asset Management
Education
Harvard Law School 1994 — 1997
Doctor of Law (J.D.), Law
Rutgers University 1990 — 1994
Bachelor of Arts (B.A.), Economics
UBS Investment Bank August 2011 - Present
Societe Generale January 2009 - July 2011
Goldman Sachs August 2000 - January 2009
U.S. District Court July 1999 - August 2000
Friedman Kaplan Seiler & Adelman LLP September 1997 - July 1999
Skills
Derivatives, Finance, Trading, Equities, Investment Banking, Financial Modeling, Capital Markets, Valuation, Bloomberg, Hedge Funds, Corporate Finance, Investments, Portfolio Management, Asset Management
Education
Harvard Law School 1994 — 1997
Doctor of Law (J.D.), Law
Rutgers University 1990 — 1994
Bachelor of Arts (B.A.), Economics
Don Allison's UBS Investment Bank Experience 2004 - 2007
Job State Street Bank
Industry Financial Services
Experience
State Street Bank August 2010 - Present
UBS Investment Bank 2004 - 2007
JPMorgan Chase 1991 - 2004
The World Bank 1981 - 1988
Skills
Capital Markets, Fixed Income, Derivatives, Hedge Funds, Equities, Investments, Financial Markets, Trading, Portfolio Management, Alternative Investments
Education
University of Oxford 1979 — 1980
Diploma Economic Development
Harvard Business School 1977 — 1979
MBA
UC Berkeley 1973 — 1977
BA, Economics
State Street Bank August 2010 - Present
UBS Investment Bank 2004 - 2007
JPMorgan Chase 1991 - 2004
The World Bank 1981 - 1988
Skills
Capital Markets, Fixed Income, Derivatives, Hedge Funds, Equities, Investments, Financial Markets, Trading, Portfolio Management, Alternative Investments
Education
University of Oxford 1979 — 1980
Diploma Economic Development
Harvard Business School 1977 — 1979
MBA
UC Berkeley 1973 — 1977
BA, Economics
Marc-Anthony MA Hourihan's UBS Investment Bank Experience 2011 - Present
Job CoHead US M&A at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank 2011 - Present
UBS Investment Bank 2006 - Present
Education
Harvard University 1989 — 1993
UBS Investment Bank 2011 - Present
UBS Investment Bank 2006 - Present
Education
Harvard University 1989 — 1993
Kiye. Sakai's UBS Investment Bank Experience 2004 - Present
Job Managing Director and Counsel
Industry Financial Services
Experience
UBS Investment Bank 2004 - Present
Davis Polk & Wardwell 1995 - April 2004
IBM Credit Corporation 1993 - 1995
Davis Polk & Wardwell 1987 - 1992
Education
Stanford University Law School 1984 — 1987
JD
Harvard University 1979 — 1983
AB, East Asian Studies
UBS Investment Bank 2004 - Present
Davis Polk & Wardwell 1995 - April 2004
IBM Credit Corporation 1993 - 1995
Davis Polk & Wardwell 1987 - 1992
Education
Stanford University Law School 1984 — 1987
JD
Harvard University 1979 — 1983
AB, East Asian Studies
Morgan Kruger's UBS Investment Bank Experience 2007 - 2008
Job Content Acquisition at Hulu
Industry Entertainment
Experience
Hulu 2015 - Present
The Walt Disney Company 2013 - 2015
The Walt Disney Studios 2012 - 2012
DreamWorks Studios 2009 - 2011
UBS Investment Bank 2007 - 2008
Skills
Investment Banking, Financial Modeling, New Media, Valuation, LBO, Due Diligence, Corporate Finance, Corporate Development, Financial Analysis, Business Strategy, Strategy, Market Research, Data Analysis, Competitive Analysis, Entertainment
Education
Harvard Business School 2011 — 2013
MBA
Harvard University 2003 — 2007
BA, History and Literature
Hulu 2015 - Present
The Walt Disney Company 2013 - 2015
The Walt Disney Studios 2012 - 2012
DreamWorks Studios 2009 - 2011
UBS Investment Bank 2007 - 2008
Skills
Investment Banking, Financial Modeling, New Media, Valuation, LBO, Due Diligence, Corporate Finance, Corporate Development, Financial Analysis, Business Strategy, Strategy, Market Research, Data Analysis, Competitive Analysis, Entertainment
Education
Harvard Business School 2011 — 2013
MBA
Harvard University 2003 — 2007
BA, History and Literature
Matthew Devine, CFA's UBS Investment Bank Experience 2000 - 2003
Job Senior Vice President at BayNorth Capital
Industry Real Estate
Experience
BayNorth Capital 2006 - Present
Wellington Management 2003 - 2006
UBS Investment Bank 2000 - 2003
Skills
Real Estate, Investments, Asset Management, Fixed Income, Investment Properties, Commercial Real Estate, Joint Ventures, Acquisitions
Education
Harvard University 1996 — 2000
AB, Economics
BayNorth Capital 2006 - Present
Wellington Management 2003 - 2006
UBS Investment Bank 2000 - 2003
Skills
Real Estate, Investments, Asset Management, Fixed Income, Investment Properties, Commercial Real Estate, Joint Ventures, Acquisitions
Education
Harvard University 1996 — 2000
AB, Economics
Kevin McCaffrey's UBS Investment Bank Experience June 2005 - August 2005
Job Senior Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company July 2013 - Present
Concinnity Initiatives January 2010 - January 2013
MCCAKE International September 2008 - September 2011
First Person Publishing, LLC January 2008 - June 2010
McKinsey & Company 2006 - 2008
UBS Investment Bank June 2005 - August 2005
Skills
Strategy, Entrepreneurship, Leadership, Management Consulting, Business Strategy
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA)
Harvard University 2002 — 2006
AB, Economics
Fountain Valley School
McKinsey & Company July 2013 - Present
Concinnity Initiatives January 2010 - January 2013
MCCAKE International September 2008 - September 2011
First Person Publishing, LLC January 2008 - June 2010
McKinsey & Company 2006 - 2008
UBS Investment Bank June 2005 - August 2005
Skills
Strategy, Entrepreneurship, Leadership, Management Consulting, Business Strategy
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA)
Harvard University 2002 — 2006
AB, Economics
Fountain Valley School
Brock Wolf's UBS Investment Bank Experience 2006 - 2008
Job Executive Director at Natixis
Industry Financial Services
Experience
Natixis January 2013 - Present
Brevet Capital Management March 2011 - January 2013
NewOak Capital June 2009 - March 2011
Garrison Investment Group July 2008 - June 2009
UBS Investment Bank 2006 - 2008
Lehman Brothers 2002 - 2006
Skills
Structured Finance, Fixed Income, Hedge Funds, ABS, Securitization, Structured Products, Asset Managment, Capital Markets, Investment Banking, Finance, Financial Modeling
Education
Harvard University 1998 — 2002
AB, History
Natixis January 2013 - Present
Brevet Capital Management March 2011 - January 2013
NewOak Capital June 2009 - March 2011
Garrison Investment Group July 2008 - June 2009
UBS Investment Bank 2006 - 2008
Lehman Brothers 2002 - 2006
Skills
Structured Finance, Fixed Income, Hedge Funds, ABS, Securitization, Structured Products, Asset Managment, Capital Markets, Investment Banking, Finance, Financial Modeling
Education
Harvard University 1998 — 2002
AB, History
Joshua Rosenbaum's UBS Investment Bank Experience 2001 - 2014
Job Managing Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets 2014 - Present
John Wiley and Sons June 2009 - Present
UBS Investment Bank 2001 - 2014
International Finance Corporation 1995 - 1999
Skills
Investment Banking, Mergers, Emerging Markets, Corporate Finance, Valuation, Capital Markets, LBO
Education
Harvard Business School
MBA
Harvard University
AB
Hunter College High School
RBC Capital Markets 2014 - Present
John Wiley and Sons June 2009 - Present
UBS Investment Bank 2001 - 2014
International Finance Corporation 1995 - 1999
Skills
Investment Banking, Mergers, Emerging Markets, Corporate Finance, Valuation, Capital Markets, LBO
Education
Harvard Business School
MBA
Harvard University
AB
Hunter College High School
Omotayo Okusanya, CFA, CPA's UBS Investment Bank Experience 2002 - September 2009
Job Managing Director, Equity Research (REITs) at Jefferies & Company
Industry Real Estate
Experience
Jefferies & Company September 2009 - Present
UBS Investment Bank 2002 - September 2009
Bertelsmann 2000 - 2002
PricewaterhouseCoopers 1996 - 1998
Education
Harvard Business School 1998 — 2000
MBA, Finance
Rutgers University-New Brunswick 1992 — 1996
BSc, Accounting & Computer Science
King's College Lagos
Jefferies & Company September 2009 - Present
UBS Investment Bank 2002 - September 2009
Bertelsmann 2000 - 2002
PricewaterhouseCoopers 1996 - 1998
Education
Harvard Business School 1998 — 2000
MBA, Finance
Rutgers University-New Brunswick 1992 — 1996
BSc, Accounting & Computer Science
King's College Lagos
Andy Alter's UBS Investment Bank Experience July 2005 - June 2008
Job Managing Director at BNP Paribas
Industry Financial Services
Experience
BNP Paribas June 2008 - Present
UBS Investment Bank July 2005 - June 2008
Citigroup 1990 - 2005
Salomon Brothers 1990 - 2005
Skills
Alternative Investments, Capital Markets, Derivatives, Equities, Financial Markets, Fixed Income, Hedge Funds, Investment Banking, Leadership, Management, Structured Finance, Trading, Securities, Financial Services, Asset Management, Investments, Due Diligence, Risk Management, Structured Products, Corporate Finance, Mergers
Education
Harvard Law School 1983 — 1986
JD
Yale University 1979 — 1983
BNP Paribas June 2008 - Present
UBS Investment Bank July 2005 - June 2008
Citigroup 1990 - 2005
Salomon Brothers 1990 - 2005
Skills
Alternative Investments, Capital Markets, Derivatives, Equities, Financial Markets, Fixed Income, Hedge Funds, Investment Banking, Leadership, Management, Structured Finance, Trading, Securities, Financial Services, Asset Management, Investments, Due Diligence, Risk Management, Structured Products, Corporate Finance, Mergers
Education
Harvard Law School 1983 — 1986
JD
Yale University 1979 — 1983
Patrick Suehnholz's UBS Investment Bank Experience July 2007 - July 2009
Job Vice President at Greenhill & Co.
Industry Investment Banking
Experience
Greenhill & Co. January 2015 - Present
Greenhill & Co. September 2011 - January 2015
Greenhill & Co. 2010 - 2010
UBS Investment Bank July 2007 - July 2009
Skills
Financial Modeling, Investment Banking, Valuation, LBO
Education
Harvard Business School 2009 — 2011
MBA
Harvard University 2003 — 2007
BA
Greenhill & Co. January 2015 - Present
Greenhill & Co. September 2011 - January 2015
Greenhill & Co. 2010 - 2010
UBS Investment Bank July 2007 - July 2009
Skills
Financial Modeling, Investment Banking, Valuation, LBO
Education
Harvard Business School 2009 — 2011
MBA
Harvard University 2003 — 2007
BA
Gaurav Sharma's UBS Investment Bank Experience July 2008 - January 2010
Job Analyst at Greenlight Capital
Industry Investment Management
Experience
Greenlight Capital 2011 - Present
Highbridge Capital Management January 2010 - October 2011
UBS Investment Bank July 2008 - January 2010
Morgan Stanley December 2006 - March 2007
Education
Sciences Po 2008 — 2009
Harvard University 2006 — 2007
UNSW Australia 2003 — 2007
New York University - Leonard N. Stern School of Business 2005 — 2006
Greenlight Capital 2011 - Present
Highbridge Capital Management January 2010 - October 2011
UBS Investment Bank July 2008 - January 2010
Morgan Stanley December 2006 - March 2007
Education
Sciences Po 2008 — 2009
Harvard University 2006 — 2007
UNSW Australia 2003 — 2007
New York University - Leonard N. Stern School of Business 2005 — 2006
Bernel Hall's UBS Investment Bank Experience 2004 - 2007
Job Chief Executive Officer at Halltown Real Estate
Industry Real Estate
Experience
Halltown Real Estate January 2015 - Present
New York City Housing Authority (NYCHA) 2009 - 2014
Goldman Sachs 2007 - 2008
UBS Investment Bank 2004 - 2007
Bank of America 1998 - 2002
Skills
Real Estate Finance, Real Estate Investment, Real Estate Negotiation, Real Estate, Portfolio Management, Leases, Joint Ventures, Valuation, Asset Management, Private Equity, Property, Management, Investments, Due Diligence, Real Estate Development, Commercial Real Estate, Financial Modeling, Venture Capital, Finance, Real Estate Transactions, Investment Properties, Real Estate Economics, Financial Analysis
Education
Harvard Business School 2002 — 2004
MBA, General Management
North Carolina State University 1994 — 1998
B.S., Business Management
Halltown Real Estate January 2015 - Present
New York City Housing Authority (NYCHA) 2009 - 2014
Goldman Sachs 2007 - 2008
UBS Investment Bank 2004 - 2007
Bank of America 1998 - 2002
Skills
Real Estate Finance, Real Estate Investment, Real Estate Negotiation, Real Estate, Portfolio Management, Leases, Joint Ventures, Valuation, Asset Management, Private Equity, Property, Management, Investments, Due Diligence, Real Estate Development, Commercial Real Estate, Financial Modeling, Venture Capital, Finance, Real Estate Transactions, Investment Properties, Real Estate Economics, Financial Analysis
Education
Harvard Business School 2002 — 2004
MBA, General Management
North Carolina State University 1994 — 1998
B.S., Business Management
Kristen Bozzone Armstrong's UBS Investment Bank Experience 2003 - 2005
Job Small Business Entrepreneur
Industry Marketing and Advertising
Experience
Cheree Berry Paper January 2009 - Present
Unilever June 2008 - August 2008
Altaris Capital Partners 2005 - 2007
UBS Investment Bank 2003 - 2005
Education
Harvard Business School 2007 — 2009
Master of Business Administration (MBA)
Rutgers University 1999 — 2003
Bachelor of Science (B.S.)
Cheree Berry Paper January 2009 - Present
Unilever June 2008 - August 2008
Altaris Capital Partners 2005 - 2007
UBS Investment Bank 2003 - 2005
Education
Harvard Business School 2007 — 2009
Master of Business Administration (MBA)
Rutgers University 1999 — 2003
Bachelor of Science (B.S.)
Lindsey Press's UBS Investment Bank Experience August 2010 - September 2011
Job Vice President at Silver Lake Partners
Industry Financial Services
Experience
Silver Lake January 2012 - Present
UBS Investment Bank August 2010 - September 2011
American Capital August 2007 - August 2010
Goldman Sachs July 2006 - July 2007
Credit Suisse First Boston July 2004 - July 2006
Skills
LBO, Leveraged Finance, Investment Banking, Private Equity
Education
Harvard University 2001 — 2005
B.A., Art History/French
Silver Lake January 2012 - Present
UBS Investment Bank August 2010 - September 2011
American Capital August 2007 - August 2010
Goldman Sachs July 2006 - July 2007
Credit Suisse First Boston July 2004 - July 2006
Skills
LBO, Leveraged Finance, Investment Banking, Private Equity
Education
Harvard University 2001 — 2005
B.A., Art History/French
Cristian Lacayo's UBS Investment Bank Experience June 2011 - August 2011
Job M&A Investment Banking Analyst at Morgan Stanley
Industry Banking
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley December 2013 - June 2014
Barclays Investment Bank June 2012 - August 2012
UBS Investment Bank June 2011 - August 2011
Nova Capital Partners June 2010 - August 2010
Skills
Statistical Modeling, Mathematical Analysis, Critical Thinking, Retail Banking, Highly motivated..., Financial & Operational..., M&A Modeling, Investment Banking, Financial Accounting, Bloomberg, Valuation, LBO, Financial Modeling, Capital IQ, Emerging Markets, Mergers & Acquisitions, DCF, Corporate Finance, Equities, Finance, Financial Analysis, Investment Management, Investments, Microsoft Office
Education
University of Pennsylvania 2008 — 2012
BS in Economics (Wharton School) and BA in Economics (College of Arts and Sciences), Finance, Real Estate, Chinese, Math, International Studies
Pontifícia Universidade Católica do Rio de Janeiro 2013 — 2013
Portuguese Language, Finance, International Business
Tsinghua University 2010 — 2010
International Business, Chinese Literature
Minzu University Beijing 2009 — 2009
Chinese Language
Harvard University 2007 — 2007
Economics
American Nicaraguan School
Morgan Stanley June 2014 - Present
Morgan Stanley December 2013 - June 2014
Barclays Investment Bank June 2012 - August 2012
UBS Investment Bank June 2011 - August 2011
Nova Capital Partners June 2010 - August 2010
Skills
Statistical Modeling, Mathematical Analysis, Critical Thinking, Retail Banking, Highly motivated..., Financial & Operational..., M&A Modeling, Investment Banking, Financial Accounting, Bloomberg, Valuation, LBO, Financial Modeling, Capital IQ, Emerging Markets, Mergers & Acquisitions, DCF, Corporate Finance, Equities, Finance, Financial Analysis, Investment Management, Investments, Microsoft Office
Education
University of Pennsylvania 2008 — 2012
BS in Economics (Wharton School) and BA in Economics (College of Arts and Sciences), Finance, Real Estate, Chinese, Math, International Studies
Pontifícia Universidade Católica do Rio de Janeiro 2013 — 2013
Portuguese Language, Finance, International Business
Tsinghua University 2010 — 2010
International Business, Chinese Literature
Minzu University Beijing 2009 — 2009
Chinese Language
Harvard University 2007 — 2007
Economics
American Nicaraguan School
Jeffrey Gelles's UBS Investment Bank Experience 2001 - 2009
Job Managing Director
Industry Investment Banking
Experience
RBC Capital Markets 2009 - Present
UBS Investment Bank 2001 - 2009
Morgan Stanley 1998 - 2001
Salomon Brothers 1997 - 1998
Deloitte & Touche 1993 - 1997
Skills
Capital Markets, Leveraged Finance, Finance, High Yield, Investment Banking, Restructuring
Education
Harvard Business School
MBA
Stanford University
RBC Capital Markets 2009 - Present
UBS Investment Bank 2001 - 2009
Morgan Stanley 1998 - 2001
Salomon Brothers 1997 - 1998
Deloitte & Touche 1993 - 1997
Skills
Capital Markets, Leveraged Finance, Finance, High Yield, Investment Banking, Restructuring
Education
Harvard Business School
MBA
Stanford University
Cici Zheng's UBS Investment Bank Experience July 2008 - June 2010
Job Consultant at Bain & Company
Industry Venture Capital & Private Equity
Experience
Bain & Company July 2014 - Present
Celgene Corporation May 2013 - August 2013
Cowen Healthcare Royalty Partners July 2010 - June 2012
UBS Investment Bank July 2008 - June 2010
Lehman Brothers May 2007 - July 2007
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania 2004 — 2008
Bachelor of Arts
UCL 2006 — 2006
Bain & Company July 2014 - Present
Celgene Corporation May 2013 - August 2013
Cowen Healthcare Royalty Partners July 2010 - June 2012
UBS Investment Bank July 2008 - June 2010
Lehman Brothers May 2007 - July 2007
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania 2004 — 2008
Bachelor of Arts
UCL 2006 — 2006
Raul Esquivel's UBS Investment Bank Experience August 2009 - July 2011
Job Private investor
Industry Investment Management
Experience
Private July 2011 - Present
UBS Investment Bank August 2009 - July 2011
UBS Investment Bank November 2005 - August 2009
Skills
Hedge Funds, Investment Banking, Fixed Income, Capital Markets, Derivatives, Alternative Investments, Equity Research, Private Equity, Equity Derivatives, Valuation, Emerging Markets, Bloomberg, Structured Products, Investments, Financial Markets, Trading Systems, Asset Management, Electronic Trading, Portfolio Management, Financial Modeling
Education
Harvard Business School 1980 — 1982
Master of Business Administration (MBA)
University of Miami 1976 — 1980
BBA
Private July 2011 - Present
UBS Investment Bank August 2009 - July 2011
UBS Investment Bank November 2005 - August 2009
Skills
Hedge Funds, Investment Banking, Fixed Income, Capital Markets, Derivatives, Alternative Investments, Equity Research, Private Equity, Equity Derivatives, Valuation, Emerging Markets, Bloomberg, Structured Products, Investments, Financial Markets, Trading Systems, Asset Management, Electronic Trading, Portfolio Management, Financial Modeling
Education
Harvard Business School 1980 — 1982
Master of Business Administration (MBA)
University of Miami 1976 — 1980
BBA
Jason Gonos's UBS Investment Bank Experience July 2013 - Present
Job Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2013 - Present
UBS Investment Bank June 2012 - August 2012
Skills
Financial Modeling, Economics
Education
Harvard University 2009 — 2013
Economics
UBS Investment Bank July 2013 - Present
UBS Investment Bank June 2012 - August 2012
Skills
Financial Modeling, Economics
Education
Harvard University 2009 — 2013
Economics
Peter Maglathlin's UBS Investment Bank Experience July 2007 - July 2009
Job CoFounder, CFO at HourlyNerd
Industry Internet
Experience
HourlyNerd January 2013 - Present
Harvard Business School August 2012 - June 2014
Highbridge Capital Management August 2009 - August 2012
UBS Investment Bank July 2007 - July 2009
Skills
Financial Modeling, Hedge Funds, Investment Banking, Business Development, Product Development, Marketing, Strategy, Private Equity, Mergers & Acquisitions, Marketing Strategy, Equities, Valuation, Entrepreneurship, Venture Capital, Investments, Due Diligence, LBO
Education
Harvard Business School 2012 — 2014
MBA, General Management
Harvard University 2003 — 2007
Bachelor of Arts, Government
HourlyNerd January 2013 - Present
Harvard Business School August 2012 - June 2014
Highbridge Capital Management August 2009 - August 2012
UBS Investment Bank July 2007 - July 2009
Skills
Financial Modeling, Hedge Funds, Investment Banking, Business Development, Product Development, Marketing, Strategy, Private Equity, Mergers & Acquisitions, Marketing Strategy, Equities, Valuation, Entrepreneurship, Venture Capital, Investments, Due Diligence, LBO
Education
Harvard Business School 2012 — 2014
MBA, General Management
Harvard University 2003 — 2007
Bachelor of Arts, Government
Lauren Alexander Jupiter's UBS Investment Bank Experience June 2005 - April 2010
Job Managing Partner at AccelFoods, LLC
Industry Food & Beverages
Experience
AccelFoods, LLC October 2012 - Present
Unilever May 2011 - August 2011
UBS Investment Bank June 2005 - April 2010
Birds Eye Iglo Limited January 2009 - June 2009
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Due Diligence
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA with Honors, Finance and Strategic Management
Harvard University 2001 — 2005
AB, Economics
AccelFoods, LLC October 2012 - Present
Unilever May 2011 - August 2011
UBS Investment Bank June 2005 - April 2010
Birds Eye Iglo Limited January 2009 - June 2009
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Due Diligence
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA with Honors, Finance and Strategic Management
Harvard University 2001 — 2005
AB, Economics
margot Fritz's UBS Investment Bank Experience January 2000 - Present
Job Freak Meister at MBA freaks
Industry Education Management
Experience
UBS Investment Bank January 2000 - Present
Education
Harvard Business School 1994 — 1998
MBA, Finance and Operations
UBS Investment Bank January 2000 - Present
Education
Harvard Business School 1994 — 1998
MBA, Finance and Operations
Yussef Laslami's UBS Investment Bank Experience May 2007 - September 2007
Job Harvard Law School Candidate 17''
Industry Legal Services
Experience
Corporate Intelligence Maroc April 2014 - Present
Les Huileries Du Souss Belhassan July 2009 - April 2014
UBS Investment Bank May 2007 - September 2007
Bloomberg LP June 2005 - September 2005
Skills
Product Development, Market Analysis, Marketing Strategy, Business Strategy, New Business Development, Strategic Planning, International Sales, Financial Analysis, Operations Management, Business Planning, Market Research, Team Building, Social Media, Food Industry, HACCP, Food Processing, Food, Agribusiness, Agriculture, Bloomberg, Food Manufacturing, Equities, Food Technology, Management
Education
Harvard Law School
Juris Doctor (J.D.)
McGill University 2004 — 2008
Bachelor of Commerce (BCom), Economics & Finance
United Nations International School 1991 — 2003
International Bacalaurette
Corporate Intelligence Maroc April 2014 - Present
Les Huileries Du Souss Belhassan July 2009 - April 2014
UBS Investment Bank May 2007 - September 2007
Bloomberg LP June 2005 - September 2005
Skills
Product Development, Market Analysis, Marketing Strategy, Business Strategy, New Business Development, Strategic Planning, International Sales, Financial Analysis, Operations Management, Business Planning, Market Research, Team Building, Social Media, Food Industry, HACCP, Food Processing, Food, Agribusiness, Agriculture, Bloomberg, Food Manufacturing, Equities, Food Technology, Management
Education
Harvard Law School
Juris Doctor (J.D.)
McGill University 2004 — 2008
Bachelor of Commerce (BCom), Economics & Finance
United Nations International School 1991 — 2003
International Bacalaurette
James Blanchard's UBS Investment Bank Experience June 2007 - December 2008
Job Vice President at Warburg Pincus LLC
Industry
Experience
Warburg Pincus LLC August 2013 - Present
Warburg Pincus LLC August 2009 - August 2011
UBS Investment Bank June 2007 - December 2008
Education
Harvard Business School 2011 — 2013
Yale University 2003 — 2007
Warburg Pincus LLC August 2013 - Present
Warburg Pincus LLC August 2009 - August 2011
UBS Investment Bank June 2007 - December 2008
Education
Harvard Business School 2011 — 2013
Yale University 2003 — 2007
Laura Arjona's UBS Investment Bank Experience July 2007 - July 2009
Job Manager at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting September 2011 - Present
Hospital for Special Surgery June 2010 - August 2010
UBS Investment Bank July 2007 - July 2009
Skills
Corporate Development, Business Strategy, Competitive Analysis, Analytics, M&A experience, Project Management, Business Analysis, Investment Banking, Mergers, Due Diligence, Strategic Planning, Management, Business Planning
Education
Harvard Business School 2009 — 2011
Masters in Business Administration
Rice University 2003 — 2007
Bachelor of Science
Deloitte Consulting September 2011 - Present
Hospital for Special Surgery June 2010 - August 2010
UBS Investment Bank July 2007 - July 2009
Skills
Corporate Development, Business Strategy, Competitive Analysis, Analytics, M&A experience, Project Management, Business Analysis, Investment Banking, Mergers, Due Diligence, Strategic Planning, Management, Business Planning
Education
Harvard Business School 2009 — 2011
Masters in Business Administration
Rice University 2003 — 2007
Bachelor of Science
Ashley Jostrom's UBS Investment Bank Experience 2004 - 2005
Job Director, Investor Relations at AlphaParity
Industry Venture Capital & Private Equity
Experience
AlphaParity 2012 - 2014
GarMark Partners 2010 - 2012
Prudential Capital Group June 2009 - August 2009
Gleacher Mezzanine LLC 2005 - 2008
UBS Investment Bank 2004 - 2005
Goldman Sachs June 2003 - August 2003
Bear Wagner Specialists 2000 - 2002
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Finance, Accounting and Entrepreneurship
Harvard University 2000 — 2004
AB, Government
Phillips Exeter Academy 1997 — 2000
AlphaParity 2012 - 2014
GarMark Partners 2010 - 2012
Prudential Capital Group June 2009 - August 2009
Gleacher Mezzanine LLC 2005 - 2008
UBS Investment Bank 2004 - 2005
Goldman Sachs June 2003 - August 2003
Bear Wagner Specialists 2000 - 2002
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Finance, Accounting and Entrepreneurship
Harvard University 2000 — 2004
AB, Government
Phillips Exeter Academy 1997 — 2000
Justina Wang's UBS Investment Bank Experience July 2006 - June 2008
Job Director of Finance and Merchandise
Industry Retail
Experience
Journelle September 2014 - Present
The Riverside Company August 2012 - August 2014
Cole Haan June 2011 - August 2011
Thomas H. Lee Partners July 2008 - July 2010
UBS Investment Bank July 2006 - June 2008
Skills
Conversant in Mandarin..., Financial Modeling, Private Equity, Valuation, Due Diligence, Investment Banking, Mergers, Financial Analysis, LBO, Business Strategy, Strategy, Portfolio Management, Mergers & Acquisitions, Bloomberg, DCF
Education
Harvard Business School 2010 — 2012
Master of Business Administration (M.B.A.)
Wellesley College 2002 — 2006
BA, Economics, Computer Science
Journelle September 2014 - Present
The Riverside Company August 2012 - August 2014
Cole Haan June 2011 - August 2011
Thomas H. Lee Partners July 2008 - July 2010
UBS Investment Bank July 2006 - June 2008
Skills
Conversant in Mandarin..., Financial Modeling, Private Equity, Valuation, Due Diligence, Investment Banking, Mergers, Financial Analysis, LBO, Business Strategy, Strategy, Portfolio Management, Mergers & Acquisitions, Bloomberg, DCF
Education
Harvard Business School 2010 — 2012
Master of Business Administration (M.B.A.)
Wellesley College 2002 — 2006
BA, Economics, Computer Science
Marianna Fassinotti's UBS Investment Bank Experience August 2007 - April 2009
Job Senior Vice President at D.E. Shaw & Co.
Industry Investment Management
Experience
The D. E. Shaw Group April 2015 - Present
Siguler Guff & Company August 2013 - April 2015
Siguler Guff & Company June 2009 - August 2013
UBS Investment Bank August 2007 - April 2009
Lehman Brothers July 2001 - July 2005
Skills
Private Equity, Valuation, Financial Modeling, Portfolio Management, Due Diligence, Distressed Debt, Investments, Investment Strategies, Hedge Funds, Alternative Investments, Fund Of Funds, Structured Finance, Trading, Structured Products, Mutual Funds, Capital Markets, Equities, Investment Banking, Financial Analysis, Asset Management, Corporate Finance, Fixed Income
Education
The Tuck School of Business at Dartmouth 2005 — 2007
MBA, Finance
Harvard University 1997 — 2001
BA, Government, Cum Laude
The D. E. Shaw Group April 2015 - Present
Siguler Guff & Company August 2013 - April 2015
Siguler Guff & Company June 2009 - August 2013
UBS Investment Bank August 2007 - April 2009
Lehman Brothers July 2001 - July 2005
Skills
Private Equity, Valuation, Financial Modeling, Portfolio Management, Due Diligence, Distressed Debt, Investments, Investment Strategies, Hedge Funds, Alternative Investments, Fund Of Funds, Structured Finance, Trading, Structured Products, Mutual Funds, Capital Markets, Equities, Investment Banking, Financial Analysis, Asset Management, Corporate Finance, Fixed Income
Education
The Tuck School of Business at Dartmouth 2005 — 2007
MBA, Finance
Harvard University 1997 — 2001
BA, Government, Cum Laude
Jessica Chiu's UBS Investment Bank Experience July 2008 - June 2010
Job Strategic Partnerships at Spotify
Industry Internet
Experience
Spotify May 2013 - Present
LinkedIn June 2011 - May 2013
Netflix July 2010 - June 2011
UBS Investment Bank July 2008 - June 2010
Lehman Brothers June 2007 - August 2007
Skills
Strategic Financial..., SQL, Data Analysis, Microsoft Excel, PowerPoint, Business Analysis, Mandarin, Cantonese, Financial Modeling, Investment Banking, Business Operations, Strategy, Strategic Partnerships, Valuation, Corporate Finance
Education
Harvard University 2004 — 2008
B.A., Economics; Minor in East Asian Studies
Spotify May 2013 - Present
LinkedIn June 2011 - May 2013
Netflix July 2010 - June 2011
UBS Investment Bank July 2008 - June 2010
Lehman Brothers June 2007 - August 2007
Skills
Strategic Financial..., SQL, Data Analysis, Microsoft Excel, PowerPoint, Business Analysis, Mandarin, Cantonese, Financial Modeling, Investment Banking, Business Operations, Strategy, Strategic Partnerships, Valuation, Corporate Finance
Education
Harvard University 2004 — 2008
B.A., Economics; Minor in East Asian Studies
Jennifer Myung's UBS Investment Bank Experience January 2006 - July 2008
Job Institutional Equity Sales at Daewoo Securities
Industry Financial Services
Experience
Daewoo Securities April 2015 - Present
Daewoo Securities March 2014 - March 2015
ISI Group July 2012 - February 2014
RBC Capital Markets July 2009 - June 2012
UBS Investment Bank January 2006 - July 2008
Skills
Equity Research, Valuation, Bloomberg, LBO, Investment Banking, Financial Modeling, Equity Valuation, DCF, Market Research, Corporate Finance, High Yield, Capital Markets, Financial Analysis, Economics, Financial Markets, Private Equity, Equity Capital Markets, Financial Forecasting, Fixed Income, Equities, Alternative Investments, Hedge Funds, Emerging Markets
Education
New England Conservatory of Music 2002 — 2005
MA and GD, Music
Harvard University 1998 — 2002
BA, Economics
Daewoo Securities April 2015 - Present
Daewoo Securities March 2014 - March 2015
ISI Group July 2012 - February 2014
RBC Capital Markets July 2009 - June 2012
UBS Investment Bank January 2006 - July 2008
Skills
Equity Research, Valuation, Bloomberg, LBO, Investment Banking, Financial Modeling, Equity Valuation, DCF, Market Research, Corporate Finance, High Yield, Capital Markets, Financial Analysis, Economics, Financial Markets, Private Equity, Equity Capital Markets, Financial Forecasting, Fixed Income, Equities, Alternative Investments, Hedge Funds, Emerging Markets
Education
New England Conservatory of Music 2002 — 2005
MA and GD, Music
Harvard University 1998 — 2002
BA, Economics
Ed Casal's UBS Investment Bank Experience 1998 - 2002
Job Chief Executive Officer, Global Real Estate at Aviva Investors
Industry Investment Management
Experience
Aviva Investors June 2015 - Present
Aviva Investors January 2014 - May 2015
Aviva Investors November 2012 - December 2013
Aviva Investors, previously Morley Fund Management 2008 - November 2012
Madison Harbor Capital 2003 - 2008
UBS Investment Bank 1998 - 2002
Dillon, Read & Co. 1983 - 1998
Goldman Sachs September 1979 - June 1981
Skills
Equities, Private Equity, Investments, Real Estate, Asset Managment
Education
Harvard Business School 1981 — 1983
MBA
Tulane University - A.B. Freeman School of Business 1975 — 1979
BS, Management
Aviva Investors June 2015 - Present
Aviva Investors January 2014 - May 2015
Aviva Investors November 2012 - December 2013
Aviva Investors, previously Morley Fund Management 2008 - November 2012
Madison Harbor Capital 2003 - 2008
UBS Investment Bank 1998 - 2002
Dillon, Read & Co. 1983 - 1998
Goldman Sachs September 1979 - June 1981
Skills
Equities, Private Equity, Investments, Real Estate, Asset Managment
Education
Harvard Business School 1981 — 1983
MBA
Tulane University - A.B. Freeman School of Business 1975 — 1979
BS, Management
David Dickson's UBS Investment Bank Experience June 1998 - April 2005
Job
Industry Investment Banking
Experience
CRT Capital Group May 2011 - Present
FBR December 2008 - July 2010
Merrill Lynch May 2005 - July 2008
UBS Investment Bank June 1998 - April 2005
Dillon, Read & Co. Inc. May 1986 - May 1998
Donaldson, Lufkin & Jenrette May 1985 - July 1985
Chemical Bank July 1981 - May 1984
Skills
Mergers & Acquisitions, Corporate Finance, Leveraged Finance, Capital Markets, Equities, Investment Banking, Fixed Income, Private Equity, Valuation, Series 7, Securities, Bonds, Series 63, Due Diligence
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 1977 — 1981
Bachelor of Arts (B.A.), Mathematics and Economics
CRT Capital Group May 2011 - Present
FBR December 2008 - July 2010
Merrill Lynch May 2005 - July 2008
UBS Investment Bank June 1998 - April 2005
Dillon, Read & Co. Inc. May 1986 - May 1998
Donaldson, Lufkin & Jenrette May 1985 - July 1985
Chemical Bank July 1981 - May 1984
Skills
Mergers & Acquisitions, Corporate Finance, Leveraged Finance, Capital Markets, Equities, Investment Banking, Fixed Income, Private Equity, Valuation, Series 7, Securities, Bonds, Series 63, Due Diligence
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 1977 — 1981
Bachelor of Arts (B.A.), Mathematics and Economics
Kathy Lin's UBS Investment Bank Experience 2009 - June 2011
Job Commercial Fisheries Business Intern at Environmental Defense Fund
Industry Environmental Services
Experience
Environmental Defense Fund May 2014 - August 2014
Standard Bank October 2011 - April 2013
UBS Investment Bank 2009 - June 2011
TechnoServe January 2009 - June 2009
Kiva.org August 2008 - November 2008
Citi June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Financial Advisory, Investment Banking, Emerging Markets, Sub-Saharan Africa, M&A experience, Business Planning, Venture Capital, Restructuring, Private Equity, Microfinance, Strategy, Capital Markets, Equities, Structured Finance, Mergers & Acquisitions, Corporate Finance, Bloomberg, Valuation, Finance, Asset Management, Financial Structuring, Economics, LBO, Due Diligence, Investments, Trading, Equity Research, Mergers, Securities, Portfolio Management, Financial Services, Hedge Funds, Derivatives, Fixed Income, Business Valuation, Leveraged Finance, Equity Valuation, Alternative Investments, Project Finance, Bonds
Education
Harvard Divinity School 2015 — 2017
Master of Theological Studies
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2015
Master of Business Administration (MBA)
Harvard University 2004 — 2008
BA, Social Studies, secondary in Mathematical Sciences
Environmental Defense Fund May 2014 - August 2014
Standard Bank October 2011 - April 2013
UBS Investment Bank 2009 - June 2011
TechnoServe January 2009 - June 2009
Kiva.org August 2008 - November 2008
Citi June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Financial Advisory, Investment Banking, Emerging Markets, Sub-Saharan Africa, M&A experience, Business Planning, Venture Capital, Restructuring, Private Equity, Microfinance, Strategy, Capital Markets, Equities, Structured Finance, Mergers & Acquisitions, Corporate Finance, Bloomberg, Valuation, Finance, Asset Management, Financial Structuring, Economics, LBO, Due Diligence, Investments, Trading, Equity Research, Mergers, Securities, Portfolio Management, Financial Services, Hedge Funds, Derivatives, Fixed Income, Business Valuation, Leveraged Finance, Equity Valuation, Alternative Investments, Project Finance, Bonds
Education
Harvard Divinity School 2015 — 2017
Master of Theological Studies
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2015
Master of Business Administration (MBA)
Harvard University 2004 — 2008
BA, Social Studies, secondary in Mathematical Sciences
Meghan Pasricha's UBS Investment Bank Experience July 2008 - July 2010
Job Vice President at Riverstone Holdings LLC
Industry Venture Capital & Private Equity
Experience
Riverstone Holdings LLC August 2014 - Present
Global Youth H.E.L.P. Inc. 2005 - 2015
The Carlyle Group August 2012 - August 2014
MetLife 2011 - 2011
UBS Investment Bank July 2008 - July 2010
Skills
Leadership, Fundraising, Financial Modeling, Leadership Development, Private Equity, Investment Banking, LBO, Investments, Valuation, Due Diligence, Leveraged Finance, Alternative Investments, Financial Analysis, Corporate Finance
Education
Harvard Business School 2010 — 2012
MBA
Harvard University
Bachelor of Science (BS), Psychology
Riverstone Holdings LLC August 2014 - Present
Global Youth H.E.L.P. Inc. 2005 - 2015
The Carlyle Group August 2012 - August 2014
MetLife 2011 - 2011
UBS Investment Bank July 2008 - July 2010
Skills
Leadership, Fundraising, Financial Modeling, Leadership Development, Private Equity, Investment Banking, LBO, Investments, Valuation, Due Diligence, Leveraged Finance, Alternative Investments, Financial Analysis, Corporate Finance
Education
Harvard Business School 2010 — 2012
MBA
Harvard University
Bachelor of Science (BS), Psychology
Doug Lee's UBS Investment Bank Experience 2002 - 2011
Job Managing Director at Soundbeach Capital
Industry Financial Services
Experience
Soundbeach Capital 2015 - Present
Metropolitan Real Estate 2012 - 2015
UBS Investment Bank 2002 - 2011
Goldman Sachs 1993 - 2002
Skills
Investment Banking, Capital Markets, Corporate Finance, Private Equity, Private Placements, Fund Of Funds, Management, Corporate Development, Leveraged Finance, Portfolio Management
Education
Harvard Business School 1991 — 1993
MBA
UC Berkeley 1981 — 1986
Bachelor of Architecture (B. Arch.)
Soundbeach Capital 2015 - Present
Metropolitan Real Estate 2012 - 2015
UBS Investment Bank 2002 - 2011
Goldman Sachs 1993 - 2002
Skills
Investment Banking, Capital Markets, Corporate Finance, Private Equity, Private Placements, Fund Of Funds, Management, Corporate Development, Leveraged Finance, Portfolio Management
Education
Harvard Business School 1991 — 1993
MBA
UC Berkeley 1981 — 1986
Bachelor of Architecture (B. Arch.)
Kenneth M. Corroon's UBS Investment Bank Experience January 2002 - September 2005
Job Founder & CEO at Homeostasis Laboratories, Inc.
Industry Pharmaceuticals
Experience
Aponia Laboratories, Inc. February 2010 - Present
Homeostasis Laboratories, Inc. January 2009 - August 2014
Harmony Pharmacy & Health Center, Inc. March 2005 - December 2008
UBS Investment Bank January 2002 - September 2005
Morgan Stanley June 1999 - December 2001
Education
University of Oxford 2014 — 2016
Master of Science in Major Programme Management, Merton College, Oxford
Harvard University
Master of Arts in Government, International Business/Trade/Commerce
The London School of Economics and Political Science (LSE)
Master of Science in Healthcare Economics, Policy & Management
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance & Accounting
Aponia Laboratories, Inc. February 2010 - Present
Homeostasis Laboratories, Inc. January 2009 - August 2014
Harmony Pharmacy & Health Center, Inc. March 2005 - December 2008
UBS Investment Bank January 2002 - September 2005
Morgan Stanley June 1999 - December 2001
Education
University of Oxford 2014 — 2016
Master of Science in Major Programme Management, Merton College, Oxford
Harvard University
Master of Arts in Government, International Business/Trade/Commerce
The London School of Economics and Political Science (LSE)
Master of Science in Healthcare Economics, Policy & Management
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance & Accounting
Brian Niemczak's UBS Investment Bank Experience July 2005 - July 2008
Job Vice President at Post Oak Energy Capital
Industry Venture Capital & Private Equity
Experience
Post Oak Energy Capital December 2012 - Present
KKR September 2010 - December 2012
First Reserve Corporation July 2008 - September 2010
UBS Investment Bank July 2005 - July 2008
Skills
Financial Modeling, Due Diligence, Private Equity, Valuation, Investment Banking, Mergers & Acquisitions, Hedge Funds, Financial Analysis, Equities, Venture Capital, Capital Markets, Bloomberg, Corporate Finance, Investments, Alternative Investments
Education
Harvard University 2001 — 2005
AB, Economics
Post Oak Energy Capital December 2012 - Present
KKR September 2010 - December 2012
First Reserve Corporation July 2008 - September 2010
UBS Investment Bank July 2005 - July 2008
Skills
Financial Modeling, Due Diligence, Private Equity, Valuation, Investment Banking, Mergers & Acquisitions, Hedge Funds, Financial Analysis, Equities, Venture Capital, Capital Markets, Bloomberg, Corporate Finance, Investments, Alternative Investments
Education
Harvard University 2001 — 2005
AB, Economics
Neville Irani's UBS Investment Bank Experience September 2009 - December 2010
Job Analyst
Industry Financial Services
Experience
Surveyor Capital January 2011 - January 2013
UBS Investment Bank September 2009 - December 2010
Education
Harvard University 2005 — 2009
Bachelor of Arts (B.A.), Economics
Surveyor Capital January 2011 - January 2013
UBS Investment Bank September 2009 - December 2010
Education
Harvard University 2005 — 2009
Bachelor of Arts (B.A.), Economics
Andrew Peng's UBS Investment Bank Experience 2008 - 2010
Job Managing Director at Herald Park Capital Management
Industry Investment Management
Experience
Herald Park Capital Management 2011 - Present
Rothschild 2010 - 2011
UBS Investment Bank 2008 - 2010
Credit Suisse 2006 - 2008
Goldman Sachs 2005 - 2006
China Investment Corporation 2003 - 2005
Dubai Investment Group 2002 - 2003
Berkshire Hathaway 2001 - 2002
Moody's Corporation 2000 - 2001
KAUST 1999 - 2000
Education
Harvard College 1997 — 2000
Master of Business Administration (MBA), Investments and Securities
MIT 1996 — 1998
Bachelor of Science (BSc), Mechanical Engineering
Herald Park Capital Management 2011 - Present
Rothschild 2010 - 2011
UBS Investment Bank 2008 - 2010
Credit Suisse 2006 - 2008
Goldman Sachs 2005 - 2006
China Investment Corporation 2003 - 2005
Dubai Investment Group 2002 - 2003
Berkshire Hathaway 2001 - 2002
Moody's Corporation 2000 - 2001
KAUST 1999 - 2000
Education
Harvard College 1997 — 2000
Master of Business Administration (MBA), Investments and Securities
MIT 1996 — 1998
Bachelor of Science (BSc), Mechanical Engineering
Peter Finley's UBS Investment Bank Experience September 2003 - May 2006
Job Head of Marketing and Capital Raising Lowe Enterprises Investors
Industry Real Estate
Experience
Lowe Enterprise Investors January 2015 - Present
Paramount Group September 2010 - July 2014
JT Partners June 2006 - January 2010
UBS Investment Bank September 2003 - May 2006
Skills
Asset Management, Real Estate Economics, Due Diligence, Real Estate, Investments, Investment Properties
Education
Harvard Business School 1985 — 1987
Master of Business Administration (M.B.A.)
United States Naval Academy
Bachelor of Science (BS)
Lowe Enterprise Investors January 2015 - Present
Paramount Group September 2010 - July 2014
JT Partners June 2006 - January 2010
UBS Investment Bank September 2003 - May 2006
Skills
Asset Management, Real Estate Economics, Due Diligence, Real Estate, Investments, Investment Properties
Education
Harvard Business School 1985 — 1987
Master of Business Administration (M.B.A.)
United States Naval Academy
Bachelor of Science (BS)
Jenny Wong's UBS Investment Bank Experience July 2005 - September 2006
Job Partnerships at Mark One
Industry Internet
Experience
Mark One February 2014 - Present
Google July 2010 - February 2014
Google April 2008 - July 2010
Vivaldi Partners Group October 2006 - February 2008
UBS Investment Bank July 2005 - September 2006
Education
Harvard University 2001 — 2005
Bachelor of Arts (B.A.)
Mark One February 2014 - Present
Google July 2010 - February 2014
Google April 2008 - July 2010
Vivaldi Partners Group October 2006 - February 2008
UBS Investment Bank July 2005 - September 2006
Education
Harvard University 2001 — 2005
Bachelor of Arts (B.A.)