UBS Investment Bank
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UBS Investment Bank Employees
Bertram Capital August 2014 - Present
Deutsche Bank Securities June 2012 - July 2014
UBS Investment Bank June 2011 - August 2011
Balyasny Asset Management L.P. June 2010 - August 2010
Skills
Investment Banking, Financial Modeling, Valuation, Private Equity, Bloomberg, Corporate Finance, Financial Analysis, Due Diligence, Capital Markets, Equities
Education
Harvard University 2007 — 2011
AB, Economics
AECOM August 2015 - Present
Seale & Associates, Inc. October 2014 - July 2015
Deloitte Consulting July 2014 - September 2014
Deloitte Consulting July 2012 - July 2014
UBS Investment Bank June 2011 - August 2011
Goldman Sachs June 2010 - August 2010
Water Street Partners, LLC. September 2009 - January 2010
KGB_ (formerly InfoNXX) April 2009 - January 2010
Southern University May 2008 - July 2008
Education
Howard University 2008 — 2012
BBA
St. Joseph's Academy 2004 — 2008
High School Diploma
VIPCapital August 2013 - June 2014
Group Delos 2011 - June 2013
Advantis Management Consulting (formerly Booz Allen Hamilton) 2009 - 2011
UBS Investment Bank June 2008 - August 2008
Skills
Management Consulting, Business Strategy, Research, Economics, Strategy, Strategic Planning, Market Research, Entrepreneurship, Financial Modeling, Negotiation, Business Planning
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
IESA 2011 — 2013
Master in Finance
Tufts University 2005 — 2009
BS, Engineering Science and Quantitative Economics
UWCSEA
Colegio San Ignacio de Loyola
TOTAL September 2014 - Present
TOTAL September 2011 - Present
TOTAL September 2009 - September 2011
TOTAL January 2006 - September 2009
UBS Investment Bank July 2003 - January 2006
Skills
Finance, Business Strategy, Petroleum, Project Management, Energy, Gas, Mergers & Acquisitions, Oil & Gas, Strategy, Oil/Gas, Corporate Finance
Education
HEC Paris 1999 — 2003
Jefferies & Company April 2009 - January 2012
UBS Investment Bank January 2001 - March 2009
ABN AMRO Bank September 1992 - December 2000
Skills
Capital Markets, Emerging Markets, Investment Banking, Fixed Income, Derivatives, Structured Products, Financial Markets, Structured Finance, Bonds, High Yield, Financial Institutions, Loan Origination, Latin America, Trading, Syndications, Corporate Finance
Education
Hogeschool van Utrecht 1988 — 1992
BA, Economics and Finance
UBS Investment Bank January 2013 - Present
Skills
Financial Modeling
Education
Hofstra University 2008 — 2010
MS, Finance
Tongji University 2003 — 2007
BS, Mathmatics
State Street Global Markets May 2015 - Present
Societe Generale December 2012 - March 2015
UBS Investment Bank June 2010 - November 2012
Liberty Mutual November 2009 - June 2010
The Boston Consulting Group June 2008 - August 2008
Apple June 2007 - August 2007
The Federal Reserve Bank of Boston December 2002 - August 2005
Skills
Emerging Markets, International..., Strategy, Fixed Income, Finance, Economics
Education
Harvard University, John F. Kennedy School of Government 2007 — 2009
MPA/ID, International Development
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2009
Master of Business Administration (MBA)
Tufts University 1998 — 2002
BA, Economics/International Relations
athenahealth February 2013 - Present
UBS Investment Bank June 2012 - August 2012
Windham Capital Management May 2011 - July 2011
Skills
Microsoft Office, Research, PowerPoint, Data Analysis, Financial Analysis, Microsoft Excel, Social Media, Leadership, Microsoft Word, Financial Modeling
Education
Harvard University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Macquarie Group May 2015 - Present
UBS Investment Bank March 2014 - April 2015
UBS Investment Bank October 2013 - March 2014
UBS Investment Bank January 2011 - October 2013
UBS Investment Bank June 2010 - August 2010
NIBC Bank February 2010 - May 2010
Management Events November 2007 - May 2008
Skills
Financial Institutions, Investment Banking, Valuation, Corporate Finance, Financial Modeling, Mergers, Financial Analysis, Private Equity, Capital Markets, M&A experience, Bloomberg, Emerging Markets, LBO, Equities, Mergers & Acquisitions, Microsoft Excel, Financial Structuring, Credit Risk, Banking, Derivatives, PowerPoint, Economics, Finance, Due Diligence
Education
Katholieke Universiteit Leuven 2008 — 2011
Additional courses, Financial and Actuarial Engineering
Universiteit Antwerpen 2003 — 2011
Master, Economics
Helsingin kauppakorkeakoulu 2007 — 2008
Exchange program, Finance
Vita et Pax College 1997 — 2003
Belgrave Investment Consultants May 2014 - Present
Citi May 2014 - Present
UBS Investment Bank March 2013 - March 2014
Citi March 2011 - March 2013
Skills
Multifonds, Equities, Financial Modeling, Valuation, Investment Banking, Financial Analysis, Corporate Actions, Microsoft Excel, SharePoint, Prime Brokerage, Derivatives, Hedge Funds, ETD, OTC, Regression Analysis, System Migration, Essbase, Capital Markets, Equity Derivatives, Bloomberg, Financial Markets, Excel models, Fund Accounting, IBOR
Education
Mountbatten Institute / St Mary's University 2013 — 2014
Post Graduate Certificate (Merit), International Business
Chartered Institute of Securities & Investments 2012 — 2012
Investment Operations Certificate, Modules 1 & 2
Heriot-Watt University 2004 — 2010
Master of Arts (MA), Economics
Stevenson College Edinburgh 2003 — 2004
Futher Higher Grades, Economics & Finance
St Augustines High School 1996 — 2003
Halliburton March 2015 - Present
Deutsche Bank August 2010 - March 2015
UBS Investment Bank March 2006 - August 2009
Scotia Waterous July 2004 - February 2006
Skills
Investment Banking, Equities, Capital Markets, Banking, Financial Modeling, Financial Analysis, Risk Management, Fixed Income, Derivatives, Portfolio Management
Education
Haskayne School of Business 2003 — 2005
Bachelor of Commerce (BCom), Finance, General
University of Calgary 1999 — 2005
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
Advent International August 2012 - July 2014
UBS Investment Bank July 2010 - June 2012
Education
University of Oxford 2009 — 2010
MSc, Management Research
Harvard University 2005 — 2009
A.B., Government
KeyBanc Capital Markets February 2014 - Present
UBS Investment Bank June 2013 - August 2013
Cintas December 2010 - September 2012
Cintas July 2009 - December 2010
Cintas July 2007 - July 2009
Skills
Financial Analysis, Forecasting, Sales Compensation, Market Research, Process Improvement, Strategic Planning, Presentations, Project Management, Financial Modeling, Budgets, Management Consulting, Sales, Finance, Market Analysis, Strategy, Leadership, Analysis, Operations Management, Management, Business Development, Marketing Strategy, Marketing, New Business Development, CRM, Business Planning, Investments, Teamwork, Business Analysis, Business Strategy, Cross-functional Team..., Team Leadership
Education
IE Business School 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
Miami University 2003 — 2007
Bachelor of Science (BS), Marketing, Entrepreneurship
Royal Bank of Scotland May 2014 - Present
Royal Bank of Scotland April 2013 - May 2014
Diageo December 2012 - April 2013
BNY Mellon June 2012 - October 2012
Credit Suisse May 2011 - May 2012
UBS Investment Bank November 2010 - April 2011
Thomson Reuters April 2010 - November 2010
AIG June 2009 - March 2010
Merrill Lynch June 2005 - January 2009
JPMorgan Chase November 2001 - June 2005
Skills
VBA, Credit Derivatives, Business Analysis, Derivatives, Equities, Fixed Income, Trading Systems, Market Data, Requirements Analysis, C#, Equity Derivatives, Data Warehousing, FX Options, Bloomberg, Options, Financial Markets, Capital Markets, Interest Rate..., Valuation, Financial Risk, Agile Methodologies, Bonds, Middle Office, Portfolio Management, Swaps, SDLC, Market Risk, Low Latency, Trading, Investment Banking, Hedge Funds, Testing, PMO, Prime Brokerage, Electronic Trading, Management, Reference Data, Back Office, Sybase, Financial Services, Strategy, Emerging Markets, Data Migration, Requirements Gathering, User Acceptance Testing, Business Requirements, Data Analysis, Infrastructure, Service Delivery, Risk Management
Education
Hofstra University 1990 — 1994
Bachelor of Science (BSc)
G.W. Hewlett High 1986 — 1990
UBS Investment Bank March 2007 - Present
UBS Wealth Management December 2014 - Present
UBS Investment Bank May 2014 - December 2014
UBS Investment Bank March 2012 - November 2013
UBS Investment Bank March 2010 - March 2012
UBS Investment Bank March 2007 - March 2010
UBS Investment Bank March 2006 - March 2007
Mainly Marketing Enterprises Inc. September 2004 - March 2007
Skills
PowerPoint, Managerial Skills, Marketing Strategy, Corporate Finance, Employee Training, Scanners, Creative Writer, Fiction Writing, Report Writing, Management Consulting, Creative Problem Solving, Process Improvement, Close Attention to..., Records Management, Handle Confidential..., Mainframe Testing, Archives, Verification, Business Intelligence, Emotional Intelligence, Power Point..., •Understanding of..., •Adhere to ethical..., •Skilled in Windows..., •Experienced listener..., Management, Quality Management, Operations Management, Creative Writing, Highly detail oriented, Eye for Details, Highly Observant, Quick Witted, Adept problem-solver, Text Editing, Program Management, Leadership, Training, Banking, Client Services
Education
LIU Post 2015 — 2015
ABA Approved Paralegal Certification Program
LIU Post 2012 — 2013
Master of Business Administration (MBA)
Hofstra University 2000 — 2004
Bachelor of Science (B.S.), Concentration in Design - Typography
LGA 2012 - Present
Harvard University January 2015 - Present
Harvard University 2009 - 2012
McKinsey & Company 2008 - 2008
The Walrus Foundation January 2006 - June 2007
Freedom24 Productions July 2003 - December 2006
UBS Investment Bank July 2001 - June 2003
Education
Harvard University Kennedy School of Government 2007 — 2009
MPP, Finance, Economics & Development
York University - Schulich School of Business 1997 — 2001
BBA, Finance & Economics
ConversionArc: A Revenue Design Company August 2013 - Present
Bridgeable 2014 - 2015
ITCI Invictus Technologies (Formerly Frontline Technologies) January 2013 - May 2013
Frontline Technologies Inc. July 2012 - May 2013
Makoto Bay September 2008 - August 2012
Intelligent Momentum Inc. June 2006 - August 2008
UBS Investment Bank March 2003 - May 2006
Scotia Capital November 2001 - March 2003
Merrill Lynch March 1999 - June 2001
Merrill Lynch June 1997 - February 1999
Skills
Equity Trading, Hedge Fund Coverage, Technical Analysis, Due Diligence, Business Development, Business Communications, Leadership Management, Business Strategy, Process Mapping, Financial Analysis, Hedge Funds, Management Consulting, Investment Banking, Finance, Portfolio Management, Business Process Mapping, Trading, Capital Markets, Equities, Valuation, Investments, Financial Services, Start-ups, Mergers & Acquisitions, Fixed Income
Education
Harvard University 1992 — 1996
BA, Government
St. Michael's College School 1987 — 1992
Raymond James Financial Inc. August 2014 - Present
ZT Wealth September 2013 - August 2014
UBS Investment Bank 2011 - August 2013
EDF Trading 2010 - 2010
Citigroup Energy Inc. 2007 - 2009
Citigroup 2004 - 2007
ICF International 2002 - 2004
Skills
Valuation, Structured Finance, Financial Modeling, Derivatives, Investment Banking, Options, Corporate Finance, Capital Markets, Commodity, Hedging, Trading, Asset Management, Energy, Investments, Financial Structuring, Mergers & Acquisitions, Credit Derivatives, Interest Rate..., Proprietary Trading, High Yield, Hedge Funds, Equity Research, Emerging Markets, Private Equity, Alternative Investments, Equities, Bloomberg, Finance, Fixed Income, Economics, LBO, Financial Markets, Structured Products, Due Diligence, Financial Analysis
Education
Jones Graduate School of Business, Rice University 2009 — 2011
MBA
Haverford College 1998 — 2002
BA
Karachi Grammar School 1990 — 1998
Société Générale January 2014 - Present
UBS Investment Bank June 2012 - December 2013
Royal Bank of Scotland September 2006 - June 2012
Nomura Securities December 1999 - September 2006
Tullett and Tokyo, Division of First Options October 1998 - December 1999
Archer Daniels Midland 1995 - 1998
Indosuez Carr Futures 1994 - 1995
SMBC Nikko Securities Inc. 1993 - 1994
Morgan Stanley 1990 - 1993
Skills
Trading, Options, Fixed Income, Back Office, Derivatives, Middle Office, Commodity, Trading Systems, Electronic Trading, Equities, Equity Derivatives, Foreign Exchange, Financial Markets, FX trading, Hedge Funds, Financial Risk, Currency, CRM, Investment Banking, Prime Brokerage, Bloomberg, Risk Management, Series 7, Portfolio Management, Structured Products, Capital Markets, Interest Rate..., FX Options, Bonds, Settlement, Equity Trading, Business Analysis, Securities, Asset Management, Financial Services, Swaps, Market Data, Technical Analysis, Alternative Investments, Hedging, Credit Derivatives, Funding, Series 63, Corporate Actions, Bloomberg Terminal, Emerging Markets, Market Risk, Rates, Mutual Funds, Collateral Management
Education
Marquette University
Bachelor of Arts
Holy Cross College
Goldman Sachs May 2012 - Present
UBS Investment Bank June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Education
Howard University 2009 — 2013
BSEE, Electrical Engineering
BNY Mellon Capital Markets, LLC March 2015 - Present
MBSC Securities Corp & Dreyfus Family of Funds, BNY Mellon companies January 2012 - Present
UBS Investment Bank October 2010 - March 2012
UBS Investment Bank March 2010 - November 2010
Citi July 2005 - April 2009
Northwestern Mutual September 2004 - January 2005
Skills
AML, Compliance, Due Diligence, Risk, Financial Risk, Hedge Funds, Credit, Banking, Investments, KYC, Asset Managment, Securities, Mutual Funds, OFAC, Equities, FINRA, Financial Services, Financial Regulation, Series 7, Options, Series 63, Retail Banking, Bank Secrecy Act, Fraud, Wealth Management, Alternative Investments, Auditing, Asset Management, Derivatives, Finance, Fixed Income, Internal Audit, Investment Banking, Portfolio Management
Education
Molloy College 2008 — 2010
MBA, Management
Hofstra University 2002 — 2005
Bachelors of Business Administration, Finance
Erasmus Universiteit Rotterdam 2004 — 2004
BBA Concentration in Finance, International Finance
Study Abroad: Erasmus University Rotterdam 2004 — 2004
Farmingdale High School 1997 — 2001
Columbia Business School August 2012 - Present
NYU, Robert F. Wagner Graduate School of Public Service January 2011 - August 2012
IFC - International Finance Corporation April 2009 - December 2010
UBS Investment Bank June 2008 - October 2008
UBS Investment Bank July 2007 - June 2008
Government of Albania May 2006 - August 2006
Skills
Economic Development, International..., Emerging Markets, Public Policy, Economics, Financial Modeling, Social Entrepreneurship, Microfinance, Valuation, Energy, Program Management, Stata, Business Development, Renewable Energy, Career Development
Education
Harvard University Kennedy School of Government
MPA, International Development
Illinois Wesleyan University
Bachelor of Arts (B.A.), Economics, Phi Beta Kappa
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
UBS Investment Bank February 2010 - 2012
RBS Global Banking & Markets June 2008 - February 2010
BofA Merrill Lynch October 2006 - October 2007
JPMorganChase January 2006 - June 2006
Merrill Lynch January 2005 - June 2005
Skills
Derivatives, Swaps, Equities, Equity Derivatives, Bloomberg, Investment Banking, Financial Modeling, Trading, Financial Analysis
Education
Yale School of Management 2012 — 2014
Master of Business Administration (MBA)
HEC Paris 2013 — 2013
Master of Business Administration (MBA), Strategy Track
Northeastern University 2004 — 2006
BBA, Finance and Management, 3.57
EarthFIT LLC August 2009 - Present
Habersham Community Steering Committee January 2013 - December 2014
Habersham Merchant Council January 2011 - December 2013
UBS Global Asset Management July 2005 - July 2009
UBS Investment Bank July 2004 - July 2005
Merrill Lynch June 2003 - August 2003
Goldman Sachs June 2001 - August 2001
Skills
Strength & Conditioning, Editing, Presentation Development, CRM, Budgets, Investment Banking, Hedge Funds, Investments, Strategic Planning, Marketing, Customer Service, Financial Analysis, Finance, Management, Training, Leadership, Logistics
Education
Howard University 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
St. Stephen's College, Trinidad 1992 — 1999
Ordinary (CXC) and Advanced Level high school diploma, Business
--- September 2013 - Present
Deloitte Financial Advisory Services October 2008 - June 2013
UBS Investment Bank July 2007 - June 2008
KPMG Corporate Finance 2001 - 2006
European Bank for Reconstruction and Development September 1997 - September 2000
JP Morgan January 1990 - June 1997
Education
Harvard University, John F. Kennedy School of Government 1981 — 1983
MCRP
First New York Securities July 2014 - Present
Langenberg & Company February 2013 - Present
Boulevard Capital March 2009 - Present
G-2 Trading June 2013 - July 2014
Schottenfeld Group September 2008 - February 2009
Benten Capital March 2004 - August 2008
The Garnet Group January 2003 - February 2004
Troy Asset Management September 2001 - October 2002
UBS Investment Bank July 2000 - March 2001
Stern Stewart & Co. July 1995 - July 2000
Skills
Hedge Funds, Equities, Investments, Asset Management, Options, Relative Value, Industry Analysis, Valuation, Alternative Investments, Capital Markets, Portfolio Management, Securities, Equity Research, Financial Modeling, Bloomberg, Financial Analysis, Investment Strategies, Buy-side, Stocks, Stock Picking, Investment Advisory, Fundamental Research, Equity Valuation, Factset, Wealth Management, Fantasy Football, Mergers & Acquisitions, Mutual Funds, Trading, Corporate Finance, Value Investing, Business Planning, Competitive Analysis, Investment Management
Education
The University of Chicago - Booth School of Business 1993 — 1995
MBA
Haverford College 1985 — 1989
B.A., Economics
UBS Investment Bank August 2012 - Present
UBS Investment Bank June 2011 - August 2011
Skills
Research, Bloomberg, Data Analysis, Trading, Valuation, Financial Modeling, Emerging Markets, Investment Banking, Customer Service, Analysis, Public Speaking
Education
Howard University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Howard University 2008 — 2012
Bachelor of Arts (B.A.), Economics
SVB Capital August 2015 - Present
CCMP Capital July 2013 - July 2015
EXIT Realty Corp. International August 2012 - June 2013
Golden Eye Recruiting November 2012 - May 2013
Howard University June 2012 - May 2013
UBS Investment Bank June 2012 - August 2012
Sponsors for Educational Opportunity May 2012 - August 2012
Goldman Sachs June 2011 - August 2011
Goldman Sachs June 2010 - August 2010
Skills
Real Estate, Financial Analysis, Public Speaking, Real Estate Development, Finance, Investments, Business Development, Strategy, Start-ups, Entrepreneurship, Valuation, Research, Teamwork, Real Estate Transactions, Mergers & Acquisitions, Real Estate Economics, Management
Education
Howard University 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Richmond, The American International University in London 2011 — 2011
J.P. Morgan, Internet and Digital Media May 2013 - Present
UBS Investment Bank 2011 - May 2013
B&L, Salesforce.com consulting September 2006 - August 2009
Israeli Air Force 2001 - 2004
Skills
Private Equity, Investment Banking, Corporate Development, M&A experience, Sales Management, Salesforce.com, New Business Development, Corporate Turnarounds, Valuation, LBO, Competitive Analysis, Mergers & Acquisitions, Finance, Portfolio Management, Business Development, Equities, Venture Capital, SaaS, Corporate Finance, Financial Modeling, Due Diligence, Capital Markets, Business Strategy, Hedge Funds, Leveraged Finance
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA, Finance and Corporate Strategy
The Interdisciplinary Center 2005 — 2008
BA, Finance
Virgin May 2015 - Present
UBS Investment Bank July 2013 - April 2015
UBS Investment Bank May 2012 - August 2012
Education
Harvard University 2009 — 2013
Bachelor of Arts (B.A.), Primary Field: Applied Mathematics & Energy Systems Secondary Field : Economics
BMO Capital Markets July 2011 - Present
Quadriserv March 2008 - July 2011
UBS Investment Bank 1996 - 2007
Smith Barney 1995 - 1996
Kidder Peabody 1992 - 1995
Westpac 1990 - 1991
IBJ 1988 - 1990
Skills
Prime Brokerage, Hedge Funds, Securities Lending, Fixed Income, Equities, Derivatives, Trading, Capital Markets, Trading Systems, Electronic Trading, Bloomberg, Swaps, Equity Derivatives, Series 7, Securities, Vendor Management, Credit Derivatives, Options, Interest Rate...
Education
Regis University 2006 — 2007
MBA, Business Administration
Hofstra University
B.S., Computer Science
Citigroup Global Markets, Inc June 2014 - Present
CA Technologies August 2007 - March 2014
HSBC Securities (USA) Inc 2006 - 2007
Citigroup Global Markets 2000 - 2006
ZIFF-DAVIS, INC. 1999 - 2000
Nikon 1996 - 1999
UBS Investment Bank 1995 - 1996
Dresdner Securities 1993 - 1995
Skills
Hyperion Planning, Microsoft Office, SAP, Essbase, Financial Planning, Financial Reporting, Financial Modeling, Corporate Finance, General Ledger, Strategic Financial..., Hyperion Enterprise, Financial Analysis, Managerial Finance, Budgets, Analysis, Business Planning, Forecasting, Accounts Payable, Leadership, Process Improvement, Accounts Receivable, Strategy, Accounting, Finance, Business Development, Sarbanes-Oxley Act, Income Statement, Mergers & Acquisitions, Internal Controls, Variance Analysis, Executive Management
Education
CW Post - LIU
MBA, Finance
Hofstra University
BBA, Accounting
GTL Processors, LLC July 2013 - Present
Benson Commodities, LLC March 2011 - Present
UBS Investment Bank April 2010 - March 2011
Fortis Merchant Banking June 2008 - April 2010
BP October 2006 - June 2008
Bank of America February 2001 - October 2006
Enron Capital and Trade February 1995 - February 2001
JPMorgan Co. Inc. March 1993 - February 1995
American Stock Exchange 1991 - 1993
Skills
Commodities, Hedging, Derivatives, Natural Gas, Energy, Oil, Structuring, Origination, Gas, Commodity, Trading, Options, Risk Management, Renewable Energy, Valuation, Financial Modeling, Gas Processing, Investments, Finance, Strategy, Venture Capital, Commodity Markets, Due Diligence, Proprietary Trading, Financial Structuring, Financial Analysis, Hedge Funds, Financial Services, FX Options, Electronic Trading, Project Finance, Investment Banking, Swaps, Capital Markets, Financial Markets, Private Equity, Portfolio Management, Structured Finance, Equities, Asset Management, Fixed Income, Corporate Finance, Emerging Markets
Education
Hofstra University 1986 — 1990
BBA, Banking and Finance
Alternatives Unlimited, Inc. / The Unlimited Group, Inc. / The Law Office of Stuart Berger, PLLC September 2011 - Present
The Banieh Law Firm, PLLC April 2011 - August 2011
133rd Civil District Court of Harris County January 2011 - July 2011
ARMY & AIR FORCE EXCHANGE SERVICE May 2009 - July 2009
MERCER LAW ASSOCIATES June 2008 - August 2008
Accenture July 2006 - August 2007
UBS Investment Bank June 2004 - August 2004
KELLOGG BROWN & ROOT May 2001 - August 2003
Skills
WestLaw Certified, LexisNexis Certified, Legal Writing, Legal Research, Litigation, Microsoft Office, Corporate Law, PowerPoint, Research, Civil Litigation, Microsoft Excel, Licensing, Leadership, Project Management, Corporate Governance, Public Speaking, Project Planning, Employment Law
Education
Howard University School of Law 2007 — 2010
Juris Doctor, Law
Howard University School of Law 2007 — 2010
Juris Doctor, Law
The University of Texas at Austin - Red McCombs School of Business 2000 — 2005
B.B.A., Management Information Systems
UNIVERSITY OF TEXAS 2000 — 2005
Bachelor of Business Administration, Management Information Systems Major
UBS Investment Bank March 2000 - Present
Deustche Bank 1998 - 2000
AT&T 1995 - 1997
MIT 1990 - 1995
Education
Harvard University 1983 — 1990
Ph.D., Applied Math (Computer Science)
University of Science and Technology of China 1978 — 1983
B.S., Electronic Engineering and Computer Science
Wells Fargo June 2011 - Present
Royal Bank of Scotland Group September 2009 - July 2011
Morgan Stanley March 2009 - July 2009
Gerald Metals Inc May 2007 - October 2008
UBS Investment Bank June 2005 - May 2007
Source Capital Group July 2004 - May 2005
Skills
Bloomberg, FX Options, Equity Derivatives, Swaps, Middle Office, Derivatives, Equities, Series 7, Capital Markets, Fixed Income
Education
Hobart and William Smith Colleges 2000 — 2004
Bachelors of Arts degree
Catalyst Strategic Advisors September 2002 - Present
bkm Capital Partners December 2013 - March 2014
PRP, Real Estate Investment Management June 2011 - December 2013
Institutional Real Estate, Inc. 2008 - April 2011
Global Infrastructure Investors Association 2010 - 2011
UBS Investment Bank December 1999 - July 2002
The Walt Disney Company April 1997 - January 2000
Disney Interactive April 1996 - April 1997
Skills
Private Equity, Investments, Capital Markets, Due Diligence, Asset Managment, Investor Relations, Venture Capital, Alternative Investments, Real Estate, Investment Banking, Mergers, Portfolio Management, Strategy, Real Estate Economics, Investment Management, Asset Management, Investment Strategies, Mergers & Acquisitions, Funding, Entrepreneurship
Education
Harvard University 1990 — 1995
BA, Government/Political Economics
Phillips Exeter Academy 1989 — 1990
High School Diploma, General
Woodbridge High School 1986 — 1988
UBS Financial Services Inc January 2015 - Present
UBS Investment Bank June 2013 - December 2014
UBS November 2012 - May 2013
UBS March 2012 - November 2012
UBS Investment Bank August 2011 - March 2012
UBS Investment Bank June 2010 - August 2010
Skills
Finance, Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Word, Public Speaking, Analysis, Equities, Management, Business Analysis, Risk Management, Financial Modeling, Financial Analysis
Education
Howard University 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Brown Brothers Harriman February 2015 - Present
Arendt & Medernach June 2011 - January 2015
Arendt & Medernach March 2005 - June 2011
UBS Investment Bank March 2010 - April 2010
SEB February 2006 - July 2006
Cabinet Nedjar 2005 - 2005
BGS Law 2004 - 2004
SCP AKPR 2003 - 2003
Public prosecutor's department - Parquet TGI Paris 2003 - 2003
Maison d’Arrêt, Fresnes 2003 - 2003
Skills
UCITS, Hedge Funds, Alternative Investments, Management Companies, European Law, Investment Vehicles, Asset Management, Fund Formation, Prospectus, SIF, AIF, French Law, Contractual Agreements, Investment Products, Private Equity, Venture Capital, Offshore Funds, French, English, Spanish, German, Capital risque, Capital-investissement, Gestion d'actifs
Education
Paris Bar / Barreau de Paris 2002 — 2003
Attorney/lawyer diploma - CAPA, Avocat
Ruprecht-Karls-Universität Heidelberg / University of Heidelberg 2002 — 2002
Master's degree with the Sorbonne, Comparative Law
Université Panthéon Sorbonne (Paris I) 2001 — 2002
Master's - DEA (with Heidelberg Uni), Comparative Law
Université Nancy 2 2000 — 2001
Master's - DEA, European Law
Université Paris - Val-de-Marne (Paris XII) 1996 — 2000
Bachelor's degree (master 1) + DU (4 years), Private/Civil Law + European Law
Johannes Gutenberg-Universität Mainz / University of Mainz 1999 — 1999
Erasmus, Law
Joule Unlimited, Inc. August 2009 - Present
MA Renewable Energy Trust / MTC July 2006 - June 2009
SENTECH Inc. February 2005 - July 2006
Navisite 2000 - 2001
UBS Investment Bank 1999 - 2000
Skills
Venture Capital, Renewable Energy, Mergers & Acquisitions, Start-ups, Cleantech, Sustainable Energy, Mergers, Private Equity, Business Development, Clean Technology, Investments, Wind, Investment Banking, Solar Energy, Energy, Corporate Development, Alternative Energy
Education
Harvard University 2001 — 2003
MPP, Public Policy - Environment and Natural Resource
Wellesley College 1996 — 1999
BA, Econmics, Math
Sapient Global Markets November 2013 - Present
GRC Technical Consulting LLC September 2013 - November 2013
Freeborders Consulting August 2009 - September 2013
CSC Consulting September 2008 - July 2009
Capgemini Financial Services January 2006 - September 2008
Insightful Corporation 2004 - 2005
Fujitsu Consulting 2003 - 2004
Millward Brown 2001 - 2003
Analytica Inc. - Start-up 2000 - 2001
UBS Investment Bank 1992 - 2000
Skills
Management Consulting, IT Strategy, Enterprise Architecture, Portfolio Management, Strategic Planning, Problem Solving, Program Management, Business Analysis, Business Intelligence, Data Warehousing, Product Management, Risk Management, Outsourcing, Process Engineering, Integration, Business Strategy, Business Management, Business Transformation, SDLC, Business Process..., Change Management, Analytics, Vendor Management, Customer Relations, Mergers, SOA, ERP, Process Improvement, Offshoring, Product Development, Software Development, Data Analysis, Software Project..., Requirements Analysis, Requirements Gathering, Architecture, Unix, Agile, Consultancy, Databases, Software Engineering, Team Building, Application Development, EAI, Management, Agile Methodologies, Strategy, Mergers & Acquisitions, Solution Selling, Pre-sales
Education
Illinois Institute of Technology 1985 — 1988
MS, Computer Science
Southern Illinois University, Carbondale 1975 — 1977
BA, Fine Arts
CME Group August 2011 - Present
UBS Investment Bank January 2006 - July 2011
Perot Systems 1998 - 2005
Perot Systems 1996 - 1998
Swiss Bank Corporation 1992 - 1995
Swiss Bank Corporation 1988 - 1991
Skills
IT Strategy, Vendor Management, IT Management, SDLC, ITIL, Business Analysis, Program Management, Integration, PMP, Project Management, Process Improvement, Cross-functional Team..., Software Documentation, Risk Management, Software Development, Management, Testing, Security, Unix, Enterprise Software, Databases, Scrum, Project Planning, Requirements Gathering, Information Technology, Infrastructure, System Deployment
Education
HEC Lausanne - The Faculty of Business and Economics of the University of Lausanne
Ph.D. in Business Economics, Strategic planning
University of St.Gallen
MBA, Organization and Project Management
Universität St.Gallen - Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften
Universität St.Gallen - Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften
UBS Investment Bank March 2014 - Present
Sonexus Health July 2013 - March 2014
Sonexus Health October 2012 - June 2013
The Remedy Group May 2011 - February 2012
HazTek Inc. February 2011 - May 2011
Olympic Lacrosse June 2003 - August 2006
Skills
Program Management, Strategy, Pharmaceutical Industry, Strategic Planning, Coaching, Microsoft Excel, Microsoft Word, PowerPoint, Staff Development, Leadership, Logistics, Microsoft Office, Data Analysis, Customer Service, Start-ups, Contractors, Budgets, Business Strategy
Education
Hofstra University 2005 — 2009
Business, Entrepreneurship
FedEx Services August 2014 - Present
UBS Investment Bank August 2011 - August 2012
FedEx June 2010 - August 2011
Skills
Marketing, Investment Banking, Bloomberg, Reuters 3000, Project Management, Microsoft Products, Research, Strategic Planning, Market Research, Marketing Strategy, Fundraising, Leadership, Business Planning, Analysis, Time Management, Business Strategy, Corporate Communications, CRM, Microsoft Technologies, Management, Microsoft Excel
Education
The University of Memphis
Master of Business Administration (M.B.A.)
University of Tennessee-Knoxville - College of Business Administration 2006 — 2010
Bachelor's Degree, Marketing, Logistics
DC Public Charter School Board June 2015 - Present
Harlem Village Academies December 2014 - June 2015
Harlem Village Academies December 2013 - December 2014
Harlem Village Academies August 2012 - December 2013
Stanford Graduate School of Business August 2010 - June 2012
Education Pioneers 2011 - 2011
ICV Capital Partners, LLC 2008 - 2010
UBS Investment Bank July 2006 - June 2008
Skills
Financial Modeling, Business Strategy, Strategy, Strategic Planning, Management, Leadership, Valuation, Start-ups, Program Management
Education
Stanford University 2010 — 2012
MBA/MA in Education
Howard University 2002 — 2006
International Business / Finance
Univision Communications Inc. July 2014 - Present
Univision Communications Inc. September 2013 - June 2014
UBS Investment Bank 2012 - 2012
McKesson Provider Technologies September 2009 - September 2011
McKesson Provider Technologies June 2005 - September 2009
Elbit Systems June 2002 - September 2003
Skills
Strategy, Project Management, Management, Business Development, Business Strategy, Product Management, Mergers & Acquisitions, Business Planning, Leadership, Mergers, Due Diligence, Entrepreneurship, New Business Development, Telecommunications, Financial Modeling, Competitive Analysis, Software Development, Medical Devices
Education
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2013
Master of Business Administration (MBA), Finance, Strategy, Management
The Interdisciplinary Center 2004 — 2007
B.A., International Relations, Strategic Studies, Diplomacy
Syracuse University 2006 — 2006
Executive Program, International Relations and Conflict Resolution
American International School 1995 — 1998
International Baccalaureate
Bankable Frontier Associates June 2015 - August 2015
Deloitte Consulting Limited January 2011 - July 2014
Analysis Group July 2008 - November 2010
UBS Investment Bank June 2007 - September 2007
Skills
Economics, Financial Modeling, Econometrics, Data Analysis, Quantitative Analytics, Stata, SAS, Financial Analysis, Economic Research, Corporate Finance, Analysis, Statistics, Statistical Modeling, Analytics, Emerging Markets, Eviews, Health Economics, Macroeconomics, Public Sector, Strategy, Research, Qualitative Research, Management Consulting, Policy Analysis
Education
Harvard University, John F. Kennedy School of Government 2014 — 2016
Master of Public Administration (MPA), International Development
Wesleyan University 2004 — 2008
BA, Economics
The London School of Economics and Political Science (LSE) 2006 — 2007
General Course, Economics
BNP Paribas May 2015 - Present
UBS Investment Bank December 2013 - May 2015
Western Asset Management June 2012 - August 2012
Patterson Club April 2006 - September 2011
J.Crew October 2010 - August 2011
Christies Country Store May 2009 - August 2009
Skills
PL/SQL, T-SQL, Tableau, VBA, VBScript, Data Analysis, Statistics, Microsoft SQL Server, Access Database, SAS, Matlab, R, Econometrics, Eviews, Python, Perl, Ruby, Java, JavaScript, Backbone.js, Node.js, Xcode, Objective-C, iOS, jQuery, HTML, CSS, C++, C#, Ab Initio, Microsoft Office, Leadership, Public Speaking
Education
Hobart and William Smith Colleges 2009 — 2013
Bachelor of Arts (B.A.), Economics, Mathematics, International Relations, Major 3.6
Berkshire School 2006 — 2009
High School Diploma
Fairfield Country Day School
UBS Investment Bank July 2008 - February 2010
UBS Investment Bank June 2007 - August 2007
Skills
Equities, Financial Modeling, Valuation, Mergers & Acquisitions, Investment Banking, Hedge Funds, Corporate Finance, Private Equity, Financial Analysis
Education
Harvard University 2004 — 2008
AB
Jona Capital October 2013 - Present
Toronto Financial Services Alliance January 2011 - July 2011
CB Richard Ellis November 2009 - November 2010
UBS Investment Bank April 2006 - March 2009
Skills
Financial Modeling, Financial Services, Real Estate, Business Development, Finance, Strategic Communications, Strategy, Capital Markets, Entrepreneurship, Financial Risk, Financial Analysis, Investments, Due Diligence, Valuation, Portfolio Management
Education
Ivey Business School at Western University 2004 — 2006
MBA, Business
Huron University College 1999 — 2003
BA (Hons.), Political Science
Neuchatel Junior College 1998 — 1999
The Bishop Strachan School 1993 — 1998
KIPP Austin Public Schools February 2014 - Present
SBS Financial Products March 2007 - December 2013
Education Pioneers May 2010 - August 2010
SBS Financial Products 2007 - 2008
UBS Investment Bank July 2002 - March 2007
Skills
Local Government, Adaptive Leadership, Economics, Economic Policy, Public Finance, Bonds, Securities, Negotiation, Public Policy, Finance, Fixed Income, Valuation, Capital Markets, Investment Banking, Budgets, Public Speaking
Education
Harvard University Kennedy School of Government 2009 — 2011
Masters in Public Policy
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
BBA, Finance and Accounting
University of Michigan 1998 — 2002
Business Admin, Finance, Accounting, Applied Mathematics
Tullett Prebon November 2009 - Present
Integrated Trade Processing Corporation April 2008 - November 2009
UBS Investment Bank September 2006 - April 2008
Lockheed Martin May 2001 - September 2006
Skills
JMS, Java, Continuous Delivery, Tomcat, domain driven design, Java Enterprise Edition, Spring, Continuous Integration, Ant, Architecture, Core Java, Maven, GWT, FIX, Fixed Income, ZeroMQ, AMQP, RabbitMQ, Dependency Injection, MyBatis, Smart GWT, MVP, Hibernate 3.1, apache qpid, ws02 esb, Servlets, AspectJ, Object Oriented Modeling, MVC Architecture, AJAX Frameworks, JSP, Test Driven Development, Sybase
Education
Howard University 1996 — 2001
Bachelor of Science (BS), Computer Science
FAME Enterprises September 2011 - Present
MADE Magazine May 2015 - Present
William Blair and Company May 2010 - September 2011
Barclays Capital June 2009 - March 2010
Lehman Brothers May 2008 - September 2008
UBS Investment Bank June 2007 - September 2007
Skills
HTML, Advertising, Project Management, Strategy, Web Design, Event Planning, Facebook, Twitter, Event Management, Hootsuite, Social Media, Marketing, Market Research, Media Relations, Public Relations, Entrepreneurship, Social Networking, Graphic Design, Mergers & Acquisitions, Digital Media, Integrated Marketing, Social Media Marketing, Blogging, WordPress, SEO, Online Advertising, Email Marketing, Digital Marketing, Digital Strategy, Google Analytics, New Media, Online Marketing, Non-profit Marketing, Corporate Events
Education
Howard University 2005 — 2009
BBA, Business Management
Howard University 2005 — 2009
B.B.A, Business Management
Exeter Group November 2011 - Present
UBS Investment Bank June 2008 - August 2008
Skills
Data Analysis, Microsoft Office, JavaScript, Management Consulting, CSS, HTML 5, jQuery, Analytics, Requirements Analysis, Python, Stata, Bloomberg, Rowing, Oracle Policy Automation, Business Analysis, Consulting, Business Process..., Software Project..., C, OCaml, Git
Education
University of Oxford - Said Business School 2009 — 2010
Master of Science (M.Sc.), Management Research
Harvard College 2005 — 2009
A.B., Economics
Barclays Corporate Banking May 2015 - Present
Barclays Corporate Banking June 2013 - May 2015
Western Union Business Solutions November 2011 - May 2013
Travelex April 2011 - November 2011
UBS Investment Bank September 2009 - September 2010
Unibail-Rodamco 2010 - 2010
Starbucks Coffee Company July 2008 - September 2008
Skills
Foreign Exchange, Financial Markets, FX Options, Analysis, Analytics, Business Process, Currency, Equities, FX trading, Finance, Financial Services, Management, Negotiation, Pricing, Risk Management, Trading
Education
Westminster University 2012 — 2012
Prince2 Qualification, Project Management
St. Mary's University 2009 — 2010
PGC, International Business
2004 — 2008
Bachelor, International Business & Languages
University of Missouri-Saint Louis
Bishop Fox March 2015 - Present
Product School August 2014 - January 2015
J.P. Morgan April 2013 - December 2014
Hofstra University October 2011 - May 2014
J.P. Morgan March 2012 - April 2013
UBS Investment Bank July 2010 - March 2012
NetDay New York September 2011 - December 2011
GEO CAPITAL HOLDINGS, LLC December 2008 - May 2010
GILAD BLOOM TENNIS ENTERPRISE December 2007 - December 2008
SPANO ABSTRACT SERVICE CORP December 2004 - August 2007
Skills
Organizational..., Risk Management, Financial Analysis, Management, Leadership, Program Management, Finance, Professional Mentoring, Training, Marketing, Mentoring, Recruiting, Project Management, Start-ups, Teamwork, Strategy
Education
NYU School of Professional Studies 2013 — 2014
Leadership and Human Capital Management
Hofstra University 2007 — 2009
Bachelor of Science, Mathematical Business Economics
University of Santo Tomas 2000 — 2002
Bachelor of Science, Architecture
D.A. Davidson Companies March 2015 - Present
Greenwich Associates 2014 - 2015
RBC Capital Markets 2009 - 2013
JPMorgan 2008 - 2009
Bear, Stearns & Co 2004 - 2008
UBS Investment Bank 2000 - 2002
US Army 1994 - 1998
Skills
Mergers & Acquisitions, Investment Banking, Private Equity, Mergers, Finance, Financial Modeling, Valuation, Strategy, Government, Investments, Policy, Capital Markets, Equities, Venture Capital, Public Policy, Hedge Funds, Corporate Finance, Defense, Corporate Development, Research, National Security, Emerging Markets, Volunteer Management, Non-profits, Due Diligence
Education
Harvard University Kennedy School of Government 1998 — 2000
MPP
Princeton University 1990 — 1994
AB
University of Oslo (UiO) 1994 — 1994
Certificate
The American University in Cairo 1992 — 1992
Semester / Certificate
Bonny Eagle 1986 — 1990
UBS Investment Bank July 2015 - Present
GE Capital May 2014 - August 2014
Education
Université de Montréal - HEC Montréal 2012 — 2015
Bachelor of Business Administration (B.B.A.) Honor Bilingual, Finance
National University of Singapore 2014 — 2014
Bachelor of Business Administration (BBA), Finance
Collège Jean-de-Brébeuf 2010 — 2012
International baccalaureate & Diploma of Collegial Studies, Health sciences
UBS Investment Bank May 2012 - August 2012
Greater Washington Urban League January 2012 - May 2012
Skills
Microsoft Office, Microsoft Word, Public Speaking, Financial Analysis, Data Analysis, Microsoft Excel, Nonprofits, Leadership, Customer Service, Fundraising, Social Media, Social Networking
Education
Howard University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Dubai Carbon Centre of Excellence (DCCE) January 2014 - November 2014
CA Technologies April 2010 - October 2013
CA Technologies April 2008 - March 2010
CA Technologies June 2006 - March 2008
UBS Investment Bank March 2001 - December 2002
UBS Wealth Management May 2000 - March 2001
UBS Wealth Management September 1999 - April 2000
AkzoNobel June 1996 - July 1997
AkzoNobel June 1994 - May 1996
Skills
Strategy, Management, Business Strategy, Competitive Analysis, Strategic Partnerships, Mergers & Acquisitions, Financial Modeling, Business Development, Strategic Planning, Enterprise Software, Financial Analysis, Leadership, SaaS, Mergers, Program Management, Cloud Computing, Portfolio Management, Go-to-market Strategy, Finance, Budgets, International..., Start-ups, Corporate Development, Analytics, Investments, Corporate Finance, Cross-functional Team..., Project Management, Change Management, Team Management, Business Planning, CRM, Valuation, New Business Development, M&A experience, Microsoft Office, Business Process..., Sales Management, Problem Solving, Cross-cultural Teams, Service Design, Team Facilitation, interactive design
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Master of Business Administration
Hong Kong University of Science and Technology - School of Business and Management 2005 — 2005
Booth School of Business - Quarter Exchange Program, Doing Business in China, Business Technology
Université de Lausanne, Switzerland 1997 — 1999
MBF, Master of Science in Finance
Pontificia Universidad Católica del Ecuador 1989 — 1997
Commercial Engineer, Business Management and CPA
Mathematica Policy Research April 2009 - August 2014
UBS Investment Bank September 2007 - December 2007
Skills
Project Management, Proposal Writing, Business Development, Business Strategy, Management, Client Relations Skills, Managing Multi-Million..., Entrepreneurship, Inventiveness, Supervisory Skills, Training Delivery, Research, Product Innovation, Digital Photography, Photography, Microsoft Office, Strategic Planning, Team Leadership, Tableau, Microsoft Excel, Data Visualization, Data Analytics, Market Research, Event Management, Public Speaking, Customer Service, Business Planning, Global Strategy
Education
Hult International Business School 2014 — 2015
Master of Business Administration (MBA),
University of Maryland College Park 2006 — 2008
Bachelor of Arts (B.A.), Economics, 3.513
University of Maryland Baltimore County 2004 — 2006
Morgan Stanley August 2007 - Present
UBS Investment Bank August 1999 - August 2007
Skills
Software Development, Software Project..., Core Java, Java, Requirements Analysis, Project Management, Software Design, System Design, Object Oriented Design, Software Engineering, SDLC, System Architecture, Information Technology, Distributed Systems, JavaSE, XML, Analysis
Education
Heriot-Watt University 1995 — 1999
Bachelor of Engineering (BEng), Information Systems Engineering
Goldman Sachs January 2011 - Present
UBS Investment Bank 2010 - 2010
Skills
Investment Banking, Capital Markets, Derivatives, Equities, Fixed Income, Bloomberg, Valuation, Mergers & Acquisitions, Financial Analysis, Analysis
Education
Harvard College 2007 — 2011
History, History
SunGard Financial Systems 2013 - 2014
Broadridge Financial Solutions 2011 - 2013
Tradeweb Markets 2009 - 2011
UBS Investment Bank 2006 - 2009
BNY Mellon (formerly Dreyfus Investments) 1998 - 2006
Skills
Marketing Communications, Product Marketing, Strategic Planning, Sales, Project Management, Financial Services, Asset Management, Wealth Management, Capital Markets, Fixed Income, Equities, Mutual Funds, Variable Annuities, Fixed Annuities, Hedge Funds, Private Equity, Derivatives, Series 24, Series 7, Series 63, Life & Health Insurance...
Education
Hofstra University 1995 — 1998
M.B.A., Management
State University of New York College at Old Westbury 1991 — 1994
B.S., Finance
Beech Street Capital April 2011 - Present
Centerline Capital Group June 2010 - April 2011
Freddie Mac April 2008 - June 2010
UBS Investment Bank June 2007 - April 2008
Centerline Capital Group June 2004 - June 2007
Skills
Loans, Financial Modeling, Underwriting, Credit, Commercial Real Estate, Finance, CMBS, Credit Risk, Leases, Affordable Housing, Real Estate Economics, Valuation, Due Diligence, Real Estate Financing, Mortgage Lending, Commercial Mortgages, Commercial Lending, Acquisitions, Real Estate, LIHTC, Corporate Real Estate, Argus Modeling
Education
New York University 2012 — 2014
MS, Real Estate Finance
Hofstra University 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Manhasset High School
Ernst & Young September 2012 - Present
Goldman Sachs June 2011 - August 2011
J.P. Morgan July 2008 - July 2010
UBS Investment Bank 2006 - 2008
Skills
Asset Managment, Capital Markets, Valuation, Bloomberg, Equities, Financial Analysis, Private Equity, Financial Modeling, Investment Banking, Investments
Education
UCLA Anderson School of Management 2010 — 2012
MBA
Hong Kong University of Science and Technology - School of Business and Management 2011 — 2011
Study Abroad
University of Cambridge 2006 — 2007
Certificate in International Business Practice
Northwestern University 2002 — 2006
BA, Economics, French
University of Paris IX Dauphine School of Economics 2004 — 2005
Study Abroad
Octagon November 2014 - Present
Octagon August 2013 - November 2014
Team Epic January 2013 - August 2013
Team Epic January 2011 - January 2013
The Washington Nationals October 2009 - January 2011
UBS Investment Bank August 2008 - October 2009
TV Guide May 2007 - August 2007
Skills
Sports Marketing, Sponsorship, Sports Management, Event Management, Sports, Event Planning, Relationship Marketing, Sponsorship Activation, Social Media Marketing, Social Media, Public Relations, Marketing, Facebook, Integrated Marketing, Marketing Strategy, Marketing Communications, Social Networking, Brand Awareness, Management, Brand Management
Education
The George Washington University - School of Business 2009 — 2011
MBA
University of Cambridge 2008 — 2009
Certificate in International Business
Haverford College 2004 — 2008
Bachelors of Art, Economics
Lancaster Catholic
TIAA-CREF January 2014 - Present
Commerzbank AG September 2011 - January 2014
UBS Investment Bank August 2008 - July 2011
UBS Investment Bank May 2007 - August 2008
Northern California Boxer Rescue, Inc. June 2003 - June 2005
Nurses for Newborns June 2002 - February 2003
Skills
Internal Communications, Corporate Communications, Strategic Communications, Email Marketing, Investor Relations, Strategy, Project Management, Strategic Planning, Event Management, CRM, Marketing, Change Management, Crisis Communications, Vendor Management, Media Relations, Marketing Communications, Public Relations
Education
Hofstra University 1994 — 1998
BA
UBS Investment Bank April 2009 - Present
Morgan Stanley 2007 - 2009
The Picture People 2006 - 2007
JPMorgan Chase May 2000 - October 2004
Hyatt Regency August 1988 - November 1998
Skills
Purchasing, XP, Vendor Management, System Administration, VMware, Servers, Business Analysis, Windows, Troubleshooting, Program Management, Change Management, Team Management, Disaster Recovery, IT Management, Customer Service, Project Management, Outlook, Market Data, Bloomberg Software, Data Center, Management
Education
Heald College 1999 — 2000
AA, Computer Science
San Francisco State University 1986 — 1988
G3-USGS, Geology
Toniic LLC March 2013 - Present
Women Thrive Worldwide January 2013 - 2014
Razoo Global Corporation May 2012 - November 2012
Microfinance Information Exchange (MIX) January 2010 - April 2012
Landesa 2009 - 2012
MFX Solutions 2008 - 2012
Omidyar Network 2007 - 2012
The SEEP Network 2009 - 2010
PlaNet Finance 2007 - 2007
UBS Investment Bank 2005 - 2007
Skills
Socially Responsible..., Fundraising, Microfinance, Strategic Partnerships, Strategic Planning, Social Entrepreneurship, Business Development, Philanthropy, International..., Impact Investing, Financial Analysis, Strategy, Emerging Markets, Due Diligence, Start-ups, Project Management, Nonprofits, Policy, Economic Development, Leadership, Proposal Writing, Management, Portfolio Management, Investments, Venture Capital, Entrepreneurship, Investment Banking, Analysis, Africa, Corporate Development, Grants, Finance, Structured Finance, Private Equity, Angel Investing, Economics, Latin America, Public/private..., Corporate Social..., Capacity Building, Social Enterprise, Financial Services, Venture Financing, International Relations, NGOs, Public Policy
Education
Harvard University Kennedy School of Government 2003 — 2005
Master of Public Administration (MPA), Finance and Macroeconomics
London School of Economics and Political Science 1998 — 1999
Master of Science (MSc), Comparative Government
University of Bristol 1995 — 1998
Bachelor of Science (BSc), Politics and Philosophy
Lycée International de St Germain-en-Laye
French Baccalaureate with International Option (OIB), Math and Economics, biligual French-English Education
Scotiabank May 2014 - Present
UBS Investment Bank August 2012 - May 2014
Deutsche Bank August 2011 - August 2012
Northern Trust Corporation March 2006 - July 2011
Gelber Group LLC January 2000 - January 2005
Skills
Account - Transitioning..., Daily P&L - Position &..., Division Budget -..., Front-to-Back Trading..., Client Margin /..., Internal Derivative..., Investment Manager /..., Process Redesign /..., Tactical Staffing /..., OTC Derivative / Swap..., Per-Diem Trade..., Trade - Evaluation /..., Bloomberg, Business Objects, Charles River, DTCC, Eagle-Star, Globex, GMI, Margin Direct, Markit, OAYSIS, Rolfe & Nolan, SmartStream Technologies, SQL, Summit, Trade Web, Trading Technologies, Traiana, Microsoft Office (Excel..., ClearVision, Derivatives, Fixed Income, Options, Trading, FX Options, Equities, Risk Management, Hedge Funds, Settlement, Charles River IMS, Portfolio Management, Trading Systems, Market Data, Financial Services, Capital Markets, Back Office
Education
Illinois Institute of Technology 2009 — 2012
Master of Science Finance (M.S.F.), Capital Markets
Lake Forest Graduate School of Management 2004 — 2007
Master of Business Administration (M.B.A.) ~ Finance
Loyola University of Chicago 1999 — 2003
Bachelor of Arts (B.A.), Business Administration
UBS Investment Bank October 2009 - Present
UBS Investment Bank April 2009 - October 2009
UBS Investment Bank August 2005 - April 2009
PricewaterhouseCoopers April 2001 - August 2003
Skills
Human Resources, Consulting, Succession Planning, Deferred Compensation, Onboarding, Performance Management, Talent Management, Employee Relations, Restructuring, PeopleSoft, HRIS, Talent Acquisition, HR Consulting, Organizational..., Recruiting, HR Transformation, Change Management, Employee Engagement, Divestitures, Workforce Planning, Personnel Management, Organizational Design
Education
Howard University 2003 — 2005
MBA
University of Lagos 1997 — 2000
BSc.
UBS Investment Bank March 2013 - Present
UBS Investment Bank March 2010 - Present
UBS Investment Bank August 2006 - March 2010
UBS Investment Bank June 2005 - August 2005
JC Watts Companies June 2004 - August 2004
Education
Howard University School of Law
Doctorate of Jurisprudence
Shepherd University
Bachelors of Science
Harris Williams & Co. May 2012 - June 2014
Morgan Keegan Technology Group January 2011 - April 2012
Morgan Keegan Technology Group December 2008 - January 2011
UBS Investment Bank June 2007 - December 2008
UBS Investment Bank 2005 - June 2007
Skills
Investment Banking, Mergers & Acquisitions, Corporate Finance, Private Placements, Valuation, Mergers, LBO, Capital Markets, M&A experience, Private Equity, Corporate Development, Venture Capital
Education
Haverford College 2001 — 2005
Bachelor's degree
London School of Economics and Political Science 2003 — 2004
KMC Controls October 2014 - June 2015
Panduit September 2013 - October 2014
Dober Chemical March 2012 - August 2013
Phonevalley (Publicis Groupe/Digitas) August 2011 - February 2012
Global View Inc June 2007 - July 2011
TD Options December 2006 - June 2007
Chicago Board Options Exchange February 2004 - December 2006
Awams June 2002 - February 2004
UBS Investment Bank August 2001 - May 2002
Skills
Extreme Programming, Visual Basic, ASP.NET, Java, Swing, Subversion, Agile Methodologies, XML, Tomcat, Unix, Solaris, Eclipse, Ant, ClearCase, UML, C#, JSP, JBoss Application Server, JavaScript, JMS, Web Services
Education
Aquarius Institute of Computer Science 2002 — 2003
Certification, Oracle 9i SQL Certification
Illinois Institute of Technology 2001 — 2002
Certificate, Java Wireless Technology
Illinois Institute of Technology 2001 — 2001
Certificate, Java for the Internet(Intro)
Lewis University 1995 — 2000
BS, Computer Science
High School
Netfast Technology Solutions, Inc. June 2003 - September 2007
UBS Investment Bank 2001 - 2002
Skills
Web Architecture, Web Project Management, Project Management, Database Design, ASP.NET MVC, HTML, CSS, HTML 5, CSS3, JavaScript, jQuery, AJAX, JSON, Kendo, Web Design, Web 2.0, SEO, E-commerce, Microsoft SQL Server, Programming, C#, Razor, VBScript, SSRS, Crystal Reports, Graphic Design, Web Services, Web Applications
Education
Hofstra University 1997 — 2001
Bachelor of Science (BS), Computer Science
Atlas Energy L.P. March 2011 - Present
Atlas Energy, Inc July 2009 - April 2011
UBS Investment Bank July 2008 - July 2009
UBS Investment Bank July 2005 - July 2008
Skills
Corporate Development, Due Diligence, Mergers, Private Equity, Valuation, Financial Modeling
Education
Harvard University 2001 — 2005
AB, Economics
UBS Investment Bank August 2015 - Present
J.P. Morgan April 2014 - May 2015
Morgan Stanley March 2011 - October 2012
Moody's Investors Service October 2009 - May 2010
Willis June 2008 - August 2008
Skills
Bloomberg, Financial Analysis, Risk Management, Fixed Income, Financial Modeling, Investments, Asset Management, FX Options, Portfolio Management, Series 7, Mutual Funds, Capital Markets, Financial Reporting, Hedge Funds, Equities, Derivatives, Finance, Wealth Management
Education
Hofstra University 2004 — 2008
Bachelor's Degree, Finance, General
MUFG Americas March 2014 - Present
MUFG Americas July 2013 - March 2014
MUFG Americas July 2012 - July 2013
Bank of America June 2010 - July 2012
Monroe Capital August 2009 - June 2010
BNP Paribas March 2006 - August 2007
UBS Investment Bank January 2005 - March 2006
Skills
Fixed Income, Credit, Financial Modeling, Financial Analysis, Portfolio Management, Structured Finance, Capital Markets, Valuation, Corporate Finance, Mortgage Lending, Strategy, Finance, Risk Management
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Concentrations in Finance, Accounting, and Economics
Hofstra University 1999 — 2003
BBA, Finance, cum laude
Citigroup September 2014 - Present
UBS Investment Bank November 2013 - September 2014
Bridgewater Associates April 2011 - June 2012
Whitehall Capital Group February 2009 - March 2011
Credit Suisse November 2006 - July 2007
HSBC August 2006 - October 2006
J O Hambro January 2000 - June 2005
Skills
Hedge Funds, Equities, Risk Management, Valuation, Portfolio Management, Investments, Financial Markets, Equity Derivatives, VBA, Financial Modeling, Business Analysis, Trading, Financial Risk, Finance, Emerging Markets, Derivatives, Analysis, Fixed Income, Structured Finance, Bloomberg, Access, Microsoft Excel, Investment Management, Credit Risk, Capital Markets, Hedging, Interest Rate..., Alternative Investments, Investment Banking, Equity Research, Private Equity, Securities, Quantitative Analytics, Structured Products, FX trading, Portfolio Optimization, FX Options, Options, Credit Derivatives, Asset Management, Trading Systems, Quantitative Finance, SQL, FX Hedging, Rates, CDS, Performance Measurement, IFRS, GAAP, CCAR
Education
Hult International Business School 2007 — 2008
MBA, International Business
London Business School 2003 — 2005
MS, Finance
University of Cambridge 1992 — 1995
BS, Natural Sciences
UBS Investment Bank January 1996 - October 2013
Perot Systems / UBS 1996 - 2007
Perot Systems/UBS Investment Bank 1996 - 2007
Perot Systems 1996 - 2006
Swiss Bank Corporation 1994 - 1996
IBM 1992 - 1994
Skills
Investment Banking, IT Strategy, Service Delivery, Business Analysis, Trading Systems, ITIL, Market Data, Project Management, Vendor Management, Disaster Recovery, IT Service Management, Risk Management, Incident Management, Requirements Analysis, Requirements Gathering, Reporting & Analysis, Analytics, Data Analysis, Incident Reporting, Trend Analysis, Crystal Reports, Data Management, Business Intelligence, Business Process..., Customer Service, Help Desk Implementation, Help Desk Support, Service Level Management, Service Desk Management, Business Objects, Microsoft Excel, VBA, Access Database, Remedy Ticketing System, Process Improvement, Problem Analysis, Root Cause Problem..., Root Cause Analysis, KPI implementation, Project Delivery, SDLC, Financial Reporting, Business Continuity, Fixed Income, PMO, Investigative Reporting, IT Management
Education
Hofstra University 1988 — 1992
Psychology
Madison Park H.S 1984 — 1988
UBS Investment Bank 2001 - Present
Skills
Investment Banking, Equities, Financial Modeling, Bloomberg
Education
HEC Montréal
Morgan Stanley Wealth Management June 2014 - Present
Morgan Stanley September 2010 - May 2014
UBS Wealth Management June 2006 - September 2010
UBS Investment Bank May 2005 - June 2006
Skills
Fixed Income, LATAM, Financial Services, Securities Lending, Foreign Exchange, Futures, Hedge Funds, Securities, Equities, Onboarding, KYC, AML, Investment Banking, Capital Markets, FX Options, Bonds, Risk Management, Bloomberg, Financial Markets, Asset Management, Alternative Investments, Derivatives
Education
Ibmec Business School
Executive Finance MBA
Zoro US June 2015 - Present
XR Trading January 2012 - January 2015
UBS Investment Bank March 1996 - December 2011
ANL January 1987 - February 1996
Skills
Red Hat Linux, Unix, Solaris, Shell Scripting, Perl, Python, Fixing Things
Education
Illinois Institute of Technology 1997 — 2000
Masters, Computer Science
Cadillac August 2014 - August 2015
General Motors Company January 2011 - August 2014
General Motors Company April 2006 - March 2011
Infinity Point LLC August 2005 - April 2006
UBS Investment Bank August 2003 - August 2005
BURT Wealth Advisors (formerly Burt Associates LLC) January 2000 - July 2003
Skills
Financial Analysis, Forecasting, Treasury Management, Treasury, Cash Management, Process Improvement, Budgets, Finance, Sarbanes-Oxley Act, Financial Reporting, Automotive, Microsoft Excel
Education
Hobart and William Smith Colleges 1995 — 1999
B.A., Psychology
UBS Investment Bank April 2011 - Present
UBS Investment Bank July 2010 - April 2011
UBS November 2006 - July 2010
UBS February 2006 - October 2006
Cowen and Company June 2002 - February 2006
PricewaterhouseCoopers September 1998 - August 2000
Arthur Andersen September 1996 - September 1998
Skills
Equities, Fixed Income, Hedge Funds, Capital Markets, Financial Modeling, Equity Research, Investment Banking, Valuation, Financial Analysis
Education
Thunderbird School of Global Management 2010 — 2012
Master of Global Management, International Business
University of Rochester - Simon Business School 2000 — 2002
MBA, Finance and Corporate Strategy
Hofstra University 1992 — 1996
BBA, Accounting
La Compagnie Boutique Airline April 2014 - Present
Volytics July 2008 - April 2014
Sabre Corporation August 2007 - July 2008
PROS August 2006 - July 2007
UBS Investment Bank September 2003 - August 2006
Air France September 2000 - August 2003
Delta Air Lines June 1997 - September 2000
Skills
Competitive Analysis, Airlines, Pricing, Management Consulting, Analytics, Program Management, Product Management, Pricing Strategy, Revenue Forecasting, Optimizations, Revenue Management, Yield Management, Demand Forecasting, Analysis
Education
IESE Business School - University of Navarra 2015 — 2016
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
New York University - Leonard N. Stern School of Business
Bachelor's Degree, International Economics
McGraw Hill Financial October 2014 - Present
New York Life Insurance Company July 2012 - May 2014
UBS Investment Bank July 2006 - June 2012
JP Morgan Chase September 1991 - June 2006
Skills
Leadership Development;..., Workforce Planning, Competency Assessment, Leadership Development, Employment Law, Career Counseling, Organizational Design, Human Resources, Employee Relations, Succession Planning, Coaching, Deferred Compensation, Training, Talent Management, PeopleSoft, Career Development, Personnel Management, New Hire Orientations, Leadership, Employer Branding, Recruiting, Management
Education
Howard University
BA, English
Howard University School of Law
Juris Doctor, Law
Verition Fund Management, LLC August 2014 - Present
J.P. Morgan September 2012 - August 2014
UBS Investment Bank October 2004 - August 2012
IBM Platform Computing 1996 - 2004
Education
Queen's University 1990 — 1996
Ph.D., Physics
Huazhong University of Science and Technology
B.Sc., Physics
BNY Mellon Markets Group July 2013 - Present
BNY Mellon February 2012 - Present
Lifetime LLC January 2010 - Present
State Street April 2010 - January 2012
Dresdner Kleinwort October 2005 - January 2010
SG 1997 - 2005
Societe Generale 1997 - 2005
UBS Investment Bank 1993 - 1997
Fuji Capital Markets Corp 1991 - 1993
JPMorgan Chase 1988 - 1991
Skills
Middle Office, Equity Derivatives, Market Risk, Settlement, Rates, Valuation, Operational Risk..., Credit Derivatives, Collateral Management, Investment Banking, Swaps, Interest Rate..., Derivatives, Structured Products, Fixed Income, Dodd-Frank, Product Control, Foreign Exchange, CDS, Operational Risk, Electronic Trading, Structured Finance, Bonds, Securities, Back Office, Equities, Financial Markets, Capital Markets, FX Options, Risk Management, Interest Rate Swaps, Asset Management, Finance, Treasury Management, Money Market, Trading Systems, Bloomberg, ISDA, Portfolio Management, Trading, Financial Risk, Financial Services, Hedge Funds, Options
Education
Hofstra University 1993 — 1994
Saint John's University 1986 — 1988
BS, Finance, Accounting
Prudential Investments September 2014 - Present
UBS Financial Services, Inc. June 2013 - September 2014
UBS Investment Bank March 2011 - June 2013
UBS Investment Bank March 2010 - March 2011
Barclays Capital September 2008 - June 2009
Lehman Brothers August 2007 - September 2008
Lehman Brothers July 2005 - August 2007
Skills
Sales, Series 7, Series 63, Equities, Fixed Income, Derivatives, Convertible Bonds, Interest Rate Swaps, Emerging Markets, Electronic Trading, Hedge Funds, Bloomberg, Project Management, Financial Analysis, Financial Reporting, Middle Office, Strategy, Bonds, Finance
Education
Hofstra University 2001 — 2005
BBA, International Business
Claren Road Asset Management, LLC 2008 - Present
George Pratt August 2006 - November 2008
BNP Paribas 1997 - 2000
UBS Investment Bank 1994 - 1997
Skills
Fixed Income, Derivatives, Capital Markets, Securities, Alternative Investments, Asset Management, Trading, Options, Portfolio Management, FX Options, Equities, Bloomberg, Hedge Funds, Financial Markets, Investment Banking, Bonds, Electronic Trading, Middle Office, Trading Systems, Back Office, Prime Brokerage, Series 7, Equity Derivatives, Settlement
Education
Hobart and William Smith Colleges 1972 — 1977
BA, Political Science, Economics
Barclays Capital August 2013 - Present
UBS Investment Bank September 2011 - August 2013
Conveyor Component Systems, LLC June 2004 - June 2009
Skills
Financial Modeling, Bloomberg, Corporate Finance, Private Equity, Investment Banking, Mergers & Acquisitions, Valuation, LBO, Equities, Fixed Income
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA
Haslam College of Business at the University of Tennessee 2000 — 2004
Bachelor's Degree, Finance
University of Melbourne - Melbourne Business School
Bank of America Merrill Lynch July 2015 - Present
Morgan Stanley February 2012 - July 2015
Penso Advisors January 2011 - December 2011
UBS Investment Bank December 2009 - August 2010
DHL Worldwide Express November 2008 - October 2009
Skills
VBA, Financial Modeling, Derivatives, Quantitative Analytics, Bloomberg, Risk Management, Quantitative Finance, Microsoft Excel, SQL, Matlab, Portfolio Management, Equities, Data Analysis, Microsoft Office, C, English, Access, Economics, Statistics, Mandarin, Fixed Income, Financial Risk, R, Monte Carlo Simulation, Hedge Funds, Time Series Analysis, PowerPoint, Econometrics, Credit Risk
Education
New York University 2010 — 2011
MS, Courant MS Maths in Finance, 3.6
Wuhan University 2005 — 2008
BA, Economics
Huazhong University of Science and Technology 2004 — 2008
BS, Statistics
Eigen Capital LLC September 2009 - Present
Monarch Medical Technologies September 2012 - Present
Plews and Edelmann April 2011 - Present
H.I.G. Capital June 2008 - July 2009
Platinum Equity August 2004 - December 2007
Deutsche Bank June 1998 - June 2004
Deutsche Banc Alex. Brown 2001 - 2003
UBS Investment Bank 1996 - 1998
Charterhouse Bank PLC 1994 - March 1996
Skills
Private Equity
Education
1992 — 1994
News America Marketing - News Corp October 2008 - Present
Enterprise Solution Providers, Inc 2006 - 2008
KLS Professional Advisors, LLC 2004 - 2006
UBS Investment Bank 2002 - 2004
Skills
Active Directory, Windows Server, SharePoint, Citrix, Windows 7, Virtualization, Project Management, Microsoft SQL Server, Servers, Data Center, SQL, Disaster Recovery, Networking, Technical Support, IT Management, Microsoft Exchange, Hyper-V, Windows Server 2012, Windows Server 2008, Airwatch MDM
Education
Sacred Heart University, Connecticut 1998 — 2000
Computer and Information Sciences and Support Services
Housatonic Community College 2000 — 2005
Associate's degree, Computer Information Systems
UBS Investment Bank 2002 - Present
TD September 1997 - June 2002
UBS February 1993 - September 1997
BNY Mellon January 1989 - April 1993
Skills
C#.Net, VB.Net, Java, VB6, Excel/VBA, Q (K), SQL/PSQL, HTML, XML, ASP.Net, VBScript, C++, Unix Shell, Ant, TCL, PERL, SYBASE, ORACLE, KDB+, SQL Server, MS Access, Reuters API, Bloomberg API, Visual Studio, Eclipse, DB Artisan, TOAD, Syncfusion Controls, Crystal Reports, Business Objects, AutoSys, Quality Center, Github, ClearCase, Subversion, Visual Source Safe, Bug Tracker, JIRA, Finance, Fixed Income, Financial Analysis, ION Marketview, Reuters, Bloomberg, Market Data, Database Administration, Sybase, Autosys, Unix Shell Scripting
Education
Hofstra University 1988 — 1991
Master of Business Administration (M.B.A.), Computer Science
New York University 1983 — 1985
Bachelor's Degree (B.S), Economics
Albert Fried & Company January 2013 - Present
BNP Paribas October 2008 - January 2013
Bank of America April 1999 - October 2008
Deutsche Bank December 1997 - April 1999
UBS Investment Bank November 1996 - December 1997
Smith Barney April 1994 - November 1996
Merrill Lynch January 1989 - April 1994
Skills
Information Technology, Financial Markets, Investment Banking, Fixed Income, Capital Markets, Equities, Portfolio Management, Hedge Funds, Valuation, Trading, Back Office, Equity Derivatives, Trading Systems, Settlement, Prime Brokerage, Securities Lending
Education
Saint Peter's University 1993 — 1996
Master of Business Administration (MBA), Information Technology
Hofstra University 1983 — 1988
Bachelor of Science (BS), Information Technology
JPMorgan Chase August 2013 - Present
UBS Investment Bank November 2005 - July 2013
Goldman Sachs May 1998 - November 2005
AT&T Bell Labs May 1986 - May 1998
Education
Hofstra University 1982 — 1986
B.S., Information Systems
Pace University
MBA, Finance
PwC 2012 - September 2015
UBS Investment Bank June 2011 - August 2011
Northwestern Mutual Life June 2010 - August 2010
Goldman Sachs March 2010 - March 2010
Skills
Capital Markets, Investment Banking, Investments, Valuation, Microsoft Office, Derivatives, Financial Analysis, Equities, DCF, Forecasting, Microsoft Excel, Fixed Income, Risk Management, Project Management, Financial Modeling, Hedge Funds, Asset Management, PowerPoint, Public Speaking
Education
Howard University 2009 — 2012
BBA, Finance
achimota school
CRT Capital Group 2015 - Present
OpenX 2012 - 2015
UBS Investment Bank 2011 - 2012
Morgan Stanley 2010 - 2010
Skills
Product Marketing, New Business Development, Business Strategy, Management, Data Analysis, Strategic Partnerships, Strategic Planning, OpenX, Business Development, Market Analysis, Product Development, Leadership, International Business, Research, Executive Management, Valuation
Education
Harvard University 2007 — 2011
BA, Government
Rye Country Day School 1994 — 2007
Bank of America June 2015 - Present
UBS Investment Bank April 2005 - June 2015
Arnhold and S. Bleichroeder 2000 - 2005
Bank of America January 1999 - December 2000
Morgan Stanley 1997 - 1998
Skills
Fixed Income, Series 7, Equities, Asset Management, Investments, Prime Brokerage, Options, Series 24, Relationship Management, Settlement, Derivatives, Middle Office, Equity Derivatives, Swaps, Hedge Funds, Bloomberg, Capital Markets
Education
Pace University - Lubin School of Business 2001 — 2004
Master of Business Administration (MBA), Finance
Hofstra University
Bachelor of Business Administration (BBA)
Credit Suisse August 2015 - Present
Nomura Securities January 2015 - May 2015
Securities Arbitration Clinic August 2014 - May 2015
UBS Investment Bank July 2014 - November 2014
Commodity Futures Trading Commission June 2013 - October 2013
Barton LLP August 2009 - October 2011
Skills
Litigation, Westlaw, Legal Research, Corporate Law, Trials, Commercial Litigation, Legal Writing, Bankruptcy, Civil Litigation, Class Actions, Legal Assistance, Courts, Depositions, Securities Regulation
Education
New York Law School 2012 — 2015
J.D.
Hofstra University 2009 — 2009
Certification, Paralegal
Indiana University Bloomington 2004 — 2008
B.A., Criminal Justice, Psychology, Sociology
Paul D. Schreiber 2000 — 2004
High School
Morgan Stanley Wealth Management March 2010 - Present
UBS Wealth Management April 2007 - March 2010
UBS Investment Bank February 1997 - April 2007
Merrill Lynch August 1982 - February 1997
Education
Harvard University, John F. Kennedy School of Government 1980 — 1982
MPP, Economics, Finance, Public Policy
Reed College 1974 — 1979
BA, Economics
Lower Merion High School 1972 — 1973
The Episcopal Academy 1961 — 1972
UBS AG March 2012 - Present
UBS AG June 2010 - Present
UBS AG November 2004 - May 2010
UBS Investment Bank May 2003 - October 2004
UBS AG April 2001 - April 2003
UBS AG July 1999 - March 2001
Education
HEC Lausanne - School of Business 1995 — 1999
Master of Science in Management and Bachelor of Science, Management and Finance
UBS Investment Bank 2011 - Present
UBS Investment Bank April 2009 - April 2011
UBS Investment Bank August 2006 - April 2009
UBS Investment Bank May 2002 - August 2006
UBS Investment Bank July 2000 - May 2002
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 2000
MBA, Finance
Hawaii Pacific University 1994 — 1998
Bachelor of Science in Business Administration, Finance, Business Economics
KPMG US December 2010 - February 2011
UBS Investment Bank March 2008 - September 2009
DHL July 2004 - May 2006
Skills
Valuation, Financial Modeling, Investment Banking, Business Valuation, Capital Markets, Bloomberg, Financial Analysis, Credit Analysis, Project Finance, Investments, Mergers, Banking
Education
IBS Hyderabad 2006 — 2008
MBA, Finance
St. Xavier's College 2000 — 2003
Bachelor of Applied Science (BASc), Economics
Hariyana Vidya Mandir
Discovery Capital Management, LLC January 2014 - Present
Discovery Capital Management, LLC March 2012 - January 2014
FrontPoint August 2010 - April 2012
Atticus Capital February 2007 - February 2010
TUDOR INVESTMENT CORPORATION 2005 - February 2007
UBS Investment Bank 2001 - 2005
Goldman Sachs March 1996 - March 2001
Goldman Sachs 1999 - 2001
US Securities and Exchange Commission June 1990 - March 1996
Skills
Hedge Funds, Prime Brokerage, Derivatives, Alternative Investments, Compliance, Options, SEC reporting, Trading Systems, Private Equity, Regulatory Filings, Trade Compliance, Investments, Equities, Electronic Trading, FINRA, Portfolio Management, Securities Regulation, Asset Management, Bloomberg, Fixed Income, SEC filings
Education
New York University - Leonard N. Stern School of Business
MBA, Finance and Economics
Hofstra University
AllianceBernstein October 2011 - Present
Societe Generale 2010 - September 2011
MNB, LLC 2009 - 2010
SAC Capital November 2004 - March 2008
UBS Investment Bank November 2000 - March 2004
Paine Webber March 1996 - March 2000
Firmseek 2000 - 2000
Credit Suisse First Boston March 1995 - March 1996
Kidder Peabody September 1993 - March 1996
Education
Haverford College 1988 — 1992
B.A., Philosophy
Gusto (formerly ZenPayroll) September 2015 - Present
Credit Suisse June 2014 - August 2014
Barclays March 2013 - August 2013
UBS Investment Bank August 2009 - 2012
Barclays Capital June 2007 - August 2007
Skills
Bloomberg, Financial Reporting, Sales, Financial Analysis, Analysis, Capital Markets, Credit, Competitive Analysis, Equities, Financial Modeling, Fixed Income, Investment Banking, Portfolio Management
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Howard University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Marketing
20 VIC Management Inc. August 2013 - Present
Aon Hewitt October 2012 - August 2013
HRG North America April 2010 - September 2012
HRG North America May 2009 - March 2010
CB Richard Ellis 2008 - 2009
UBS Investment Bank May 2007 - October 2008
ManpowerGroup March 2004 - May 2008
Skills
Payroll, ADP ReportSmith, Employee Benefits, ADP Payroll, Employee Relations, Human Resources, Coaching, Microsoft Excel, Process Improvement, Team Building, Account Reconciliation, Budgets, Microsoft Office, Change Management, Accounting, System Administration, Teamwork, Leadership, Deferred Compensation, PeopleSoft, Team Leadership, Strategic Planning, Interviews, Ceridian, Benefits Administration, Onboarding, Customer Service, Management
Education
York University - Glendon College 2010 — 2014
Sociology (BA), Sociology
Humber College
General Business, Accounting and Business/Management
Point72 Asset Management March 2015 - Present
Och-Ziff Capital Management April 2014 - March 2015
Barclays Capital February 2013 - April 2014
UBS Investment Bank October 2010 - November 2012
Dell Services September 2002 - October 2010
Plural (acquired by Dell) July 1996 - September 2002
Skills
.NET, C#, VBA, Excel, Win32, WPF, C++, Bloomberg, Sybase, T-SQL, SQL Server, Access, Fixed Income, Credit Derivatives, Bonds, Windows Services, Oracle, Integration, Electronic Trading, ASP.NET, ASP, Money Transfer, Microsoft SQL Server, MVVM, Prism
Education
Hofstra University
BS, Computer Science
The Blackstone Group April 2004 - Present
UBS Investment Bank April 1999 - April 2004
Credit Suisse First Boston August 1997 - April 1999
PricewaterhouseCoopers June 1996 - August 1997
Skills
Private Equity
Education
Hofstra University 1989 — 1993
BBA, Accounting
UBS Investment Bank February 2013 - Present
US Bank December 2011 - December 2012
Harvard University January 2011 - May 2011
Harvard University July 2010 - May 2011
Boston Public Health Commission October 2010 - January 2011
Harvard University August 2010 - December 2010
US Bank July 2008 - August 2009
Harvard Business School Publishing October 2007 - December 2007
Education
Harvard University 2007 — 2011
Physics
Bayou City Energy October 2014 - Present
White Deer Energy July 2012 - October 2014
Denham Capital August 2010 - July 2012
UBS Investment Bank July 2008 - June 2010
Skills
Private Equity, Investment Banking, Financial Modeling, Valuation, Due Diligence, Corporate Finance, Investments, Capital Markets, Venture Capital, Financial Analysis, Mergers, Corporate Development, Equities, Bloomberg, Capital, Private Placements, Fixed Income, Mezzanine, Project Finance, Investor Relations, M&A experience, LBO, Structured Finance, Mergers & Acquisitions
Education
Harvard University 2004 — 2008
AB Honors, Economics
Goldman Sachs July 2013 - Present
Howard University Environmental Engineering Research Department September 2011 - May 2013
UBS Investment Bank June 2012 - August 2012
Skills
Matlab, Data Analysis, Research, Microsoft Office, PowerPoint, Statistics, Nanotechnology, Microsoft Excel, C++, Microsoft Word, Engineering, Project Management, Teamwork, MS Project, Access, Programming, Social Media
Education
Howard University 2009 — 2013
Bachelor of Science (B.S.), Chemical Engineering
Atlantic hall
UBS Investment Bank January 1996 - August 2010
Telecom Business Systems Corporation 1993 - 1996
Arrow Electronics Inc 1988 - 1993
Skills
Analytics, Customer Service, Disaster Recovery, DHCP, Microsoft Excel, IP, Key Performance..., Leadership, Microsoft Office, Microsoft Word, Network Administration, IT Operations, PowerPoint, Problem Solving, PMP, User Experience, User Interface Design, User Acceptance Testing, Visio, VoIP, Project Management, Vendor Management, Service Delivery, Management, Data Center, Business Analysis
Education
Hofstra University
Bachelor of Business Administration, Marketing/Business Management
Allen & Company July 2015 - Present
MIT Sloan School of Management June 2014 - June 2015
UBS Investment Bank January 2014 - April 2014
Gauly Dittrich van de Weyer September 2013 - December 2013
HousingAnywhere.com January 2013 - September 2013
HousingAnywhere.com November 2010 - July 2013
RSM STAR October 2011 - April 2012
Rotterdam School of Management, Erasmus University August 2011 - February 2012
Hannover Life Re America June 2011 - August 2011
HANNOVER Finanz August 2008 - August 2008
Skills
Microsoft Office, Analytical Skills, Microsoft Excel, Microsoft Word, Financial Analysis, Financial Modeling, Factiva, PowerPoint, Accounting, FactSet, Valuation, Project Management, Corporate Finance, Entrepreneurship, Management, Teamwork, Economics, Strategy, Business Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2015
Master of Science (M.Sc.), Finance, General
RSM Erasmus University 2010 — 2013
BS, International Business Administration
Hong Kong University of Science and Technology - School of Business and Management 2012 — 2012
Business, Finance
Sophie-Barat-Schule 2007 — 2010
Abitur
Bank of America January 2011 - March 2014
UBS Investment Bank November 2008 - December 2010
Deloitte & Touche August 2006 - November 2008
American Axle & manufacturing June 2003 - August 2004
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Excel, Compliance, Accounting, Valuation, Bloomberg, Analytics, Internal Audit, Process Engineering, Word
Education
Hofstra University 2004 — 2006
MBA, Accounting
University at Buffalo 1999 — 2003
BS, Chemical Engineering
University of New Haven July 2007 - November 2011
University of New Haven 2007 - 2011
Micropatent February 2007 - July 2007
University of New Haven June 2006 - February 2007
IVillage Parenting Network March 2005 - December 2005
UBS Investment Bank July 2004 - January 2005
GE July 2004 - January 2005
MetLife Long Term Care March 2002 - September 2003
US Concepts March 2002 - September 2003
Skills
Microsoft Office, Microsoft Word, Outlook, Access, Public Speaking, PowerPoint, Data Entry, Microsoft Excel, Research, Social Media, Customer Service, Teaching, Higher Education
Education
Hofstra University 1999 — 2000
Master of Science (M.S.), Health Teacher Education, 3.925
Hofstra University 1999 — 2000
Master of Science, Health Education
State University of New York 1989 — 1993
Bachelor of Arts, Secondary History and Education