UBS Investment Bank
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UBS Investment Bank Employees
Young Audiences of Houston September 2014 - Present
Invesco 2013 - Present
Credit Suisse October 2011 - March 2013
Credit Suisse March 2010 - October 2011
Ernst & Young March 2008 - March 2010
UBS Investment Bank August 2005 - January 2008
Rice MBA '2005 2003 - 2006
Citigroup June 2004 - August 2004
Skills
Valuation, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Equities, Fixed Income, Corporate Finance, Project Planning, Hedge Funds, Strategy, Investment Banking, Capital Markets, Bloomberg, Strategic Planning, Series 7, Securities, Equity Research, Business Analysis, Derivatives, Investments, Portfolio Management
Education
INCAE Business School (Exchange Student) 2005 — 2005
MBA
Jones Graduate School of Business, Rice University 2003 — 2005
The University of Texas at Austin 1994 — 1999
Cy Fair High School
HSBC July 2015 - Present
Goldman Sachs June 2014 - June 2015
Wells Fargo Securities April 2012 - June 2014
Wells Fargo November 2009 - March 2012
Wells Fargo January 2009 - November 2009
Wachovia June 2007 - December 2008
TruContinuity January 2003 - June 2007
UBS Investment Bank February 2006 - May 2007
Goldman Sachs February 2005 - January 2006
Bank of America February 2004 - January 2005
Skills
Vendor Management, Banking, Risk Management, IT Strategy, IT Transformation, Business Analysis, Portfolio Management, Enterprise Architecture, Business Transformation, Mergers, Business Process..., Infrastructure, Financial Services, Project Portfolio..., Management Consulting, Integration, Financial Risk, Strategic Planning, Business Process..., Business Process, Strategy, Program Management, PMO, Mergers & Acquisitions, Governance, Equities, Capital Markets, Consulting, SDLC, Project Management, Cross-functional Team..., Data Governance
Education
Johnson and Wales University 1983 — 1986
Associate's degree, Culinary Arts/Chef Training
Sapient Global Markets October 2006 - Present
RBC Capital Markets February 2010 - July 2010
Scotia Capital September 2009 - January 2010
E.ON IS GmbH April 2009 - September 2009
Citadel Investment Group November 2006 - March 2009
UBS Investment Bank February 2002 - October 2006
Polaris Software Lab January 2001 - October 2006
Gen Re Insurance USA January 2001 - December 2001
Barcode India Pvt Limited July 1999 - January 2001
Defense Research & Development Organization (DRDO) January 1998 - May 1999
Skills
Trading Systems, Unix, Interest Rate..., Perl, Sybase, Commodity, Fixed Income, Business Analysis, Trading, Software Project..., SDLC, C++, Market Data, Investment Banking, Data Modeling, .NET, Team Management, Visual C#, Portfolio reconciliation, Oracle, CCS, Microsoft SQL Server, Commodity Markets, Hedge Funds, Endur, Data Warehousing, Strategy, Credit Derivatives, Equities, Electronic Trading, Matlab, OTC Derivatives, SQL Server, ASP.NET, Account Management
Education
Jiwaji University 1997 — 1999
Masters, Computer Science
Science college Gwalior 1994 — 1997
Bachelor of Science, Maths, Statistics
UBS Investment Bank July 2015 - Present
University of Chicago Booth School of Business September 2013 - Present
The London School of Economics and Political Science (LSE) January 2015 - March 2015
UBS Investment Bank June 2014 - August 2014
MESA 524 December 2012 - April 2014
KBR Finance September 2011 - October 2012
Crisil GR&A, a Standard & Poor's Company January 2010 - September 2011
Instituto Tecnológico de Buenos Aires August 2008 - December 2008
Skills
Corporate Finance, Change Management, Investments, Investment Banking, Financial Analysis, Valuation, Equity Research, Financial Modeling, Finance, Capital Markets, Project Finance, Mergers, Bloomberg
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Universidad de 'San Andrés' 2009 — 2009
Master, Finance
Instituto Tecnológico de Buenos Aires 2003 — 2008
Bachelor, Business Administration
Belgrano Day School 1996 — 2002
Bilingual Baccalaureate, Major in Social Studies and Economics
Alexanders International School (UK) 2000 — 2000
Certificate of Studies, English as a foreign Language
FactSet Research Systems October 2010 - December 2010
RBS Global Banking & Markets November 2009 - April 2010
UBS Investment Bank May 2005 - May 2009
Trenwick Reinsurance August 2003 - July 2004
Philips Medical Systems April 1999 - July 2002
Philips Medical Systems January 1999 - January 2002
Lawrence Hospital January 1996 - January 1999
Skills
Administrative..., Event Planning, Outlook, Recruiting, PowerPoint, Human Resources, Microsoft Excel, Microsoft Word, Teamwork, Customer Service, Project Planning, Access, Strategic Planning, Budgets, Management, Project Management, Training, Microsoft Office, Time Management, Marketing
Education
Iona College 1998 — 2001
Bachelor of Science, Health Care Administration
UBS Investment Bank July 2014 - Present
Canaccord Genuity Inc. May 2013 - August 2013
University Students' Council at The University of Western Ontario April 2011 - April 2013
Richard Ivey School of Business September 2012 - January 2013
Baxter Healthcare May 2012 - August 2012
Baxter Healthcare May 2011 - September 2011
Baxter Healthcare May 2010 - August 2010
Skills
Detail-Oriented, Financial Modeling, Financial Analysis, Critical Thinking, Reconciliation, Teamwork, Accounting, Customer Service, Leadership, Finance, Auditing, Analytics
Education
The University of Western Ontario - Richard Ivey School of Business 2011 — 2014
HBA, Honors Business Administration
The University of Western Ontario 2009 — 2014
BMSc, Medical Science
CFA Institute 2012 — 2012
Level I Candidate
Philip Pocock Catholic Secondary School 2005 — 2009
Adobe 2015 - Present
University of California, Berkeley, Haas School of Business 2015 - Present
Berkeley Executive Coaching Institute 2014 - Present
University of California, Berkeley, Haas School of Business 2013 - 2015
Adobe May 2014 - August 2014
UBS Investment Bank 2009 - 2013
Education
Haas School of Business, UC Berkeley 2013 — 2015
Master of Business Administration (M.B.A.)
Ivey Business School at Western University 2005 — 2009
Bachelor of Arts (B.A.)
Bank of America February 2014 - Present
JPMorgan Chase July 2012 - January 2014
Ernst & Young April 2011 - June 2012
TD Ameritrade August 2010 - March 2011
Prudential Financial May 2008 - July 2010
Freddie Mac April 2006 - April 2008
UBS Investment Bank January 2006 - March 2006
AG Edwards & Sons May 2005 - December 2005
Skills
Business Analysis, Data Analysis, Business Requirements, Business Process Design, Use Case Analysis, Functional..., Functional Requirements, User Acceptance Testing, SDLC, UML, Requirements Analysis, Project Management, SQL, Analysis, Business Process, Requirements Gathering, Agile Methodologies, Visio
Education
Oklahoma Christian University 2003 — 2004
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Jawaharlal Nehru Technological University 1998 — 2002
Bachelor of Engineering (BEng), Computer Science
The Encompass Group February 2015 - Present
Fidelity Investments March 2014 - February 2015
Riverstone Residential Group August 2013 - March 2014
Patch.com May 2011 - August 2013
Patch.com November 2010 - May 2011
Patch.com June 2010 - November 2010
Sky Jump Ltd October 2008 - September 2009
UBS Investment Bank July 2007 - September 2008
Skills
Human Resources, PowerPoint, Performance Management, New Media, Mac, College Recruiting, Email Marketing, Social Networking, Internships, Applicant Tracking..., Leadership, Recruiting, Onboarding, Sales, Interviews, Marketing, Sourcing, Talent Acquisition, Internet Recruiting, Blogging
Education
Johnson & Wales University 2004 — 2007
BA, International Business
UBS Investment Bank April 2015 - Present
UBS Investment Bank March 2008 - April 2015
Skills
Prime Brokerage, Exchange Traded..., Equities, Dodd-Frank, Series 7, Series 63, Onboarding, Securities Lending, Swaps, Credit Derivatives, Fixed Income, Equity Derivatives, Hedge Funds, Interest Rate..., Trading Systems
Education
Isenberg School of Management, UMass Amherst
Finance
Deutsche Bank August 2013 - Present
UBS Investment Bank August 2012 - August 2013
UBS Investment Bank June 2011 - August 2011
KPMG February 2008 - August 2010
KPMG January 2005 - January 2008
United States Department of Defense September 2003 - January 2005
Skills
Structured Finance, Valuation, Corporate Finance, Financial Analysis, Financial Modeling, Leveraged Finance, Private Equity, Bass Fishing, Investment Banking, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Corporate Finance
James Madison University 1999 — 2003
BBA, Business
Michael C. Fina August 2015 - Present
Go Assist, LLC June 2012 - July 2015
UBS Investment Bank December 2000 - November 2007
Skills
Program Management, Fixed Income, Business Continuity, Business Analysis, Operations Management, Project Management, Microsoft Office, Talent Management, Salesforce.com, SQL, StreamBase, Requirements Analysis, Business Process, Analysis, Requirements Gathering, Process Improvement, User Acceptance Testing, Testing, Vendor Management, Public Speaking
Education
Iona College 1992 — 1996
BA, Political Science
UBS Investment Bank June 2012 - Present
UBS Investment Bank March 2011 - May 2012
MIRA Companies at Black Creek Group July 2010 - February 2011
Procter & Gamble August 2009 - June 2010
Skills
Financial Modeling, Real Estate Investment, Private Equity, Real Estate, Negotiation, Economics, Financial Analysis, Sales Management, Análisis de acciones..., Capital de inversión, Análisis financiero, Elaboración de modelos..., Equity Research, Estrategia empresarial, Finanzas corporativas, Negociación
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
Instituto Tecnológico Autónomo de México / ITAM 2006 — 2011
Licentiate degree, Economics
Universidad Autonoma de Barcelona 2009 — 2009
Bachelor's degree, Economics
Instituto Tecnológico y de Estudios Superiores de Monterrey 2003 — 2006
Bilingual Highschool
UBS Investment Bank September 2013 - Present
UBS Investment Bank February 2010 - August 2013
UBS Investment Bank November 2007 - January 2010
O'Connor Davies, LLP April 2004 - October 2007
Skills
Series 7, Series 63, Bonds, High Yield, Credit Derivatives, Bloomberg, Accounting, Trading, US Treasuries, P&L Management, Audit, Controller, Revenue Analysis, Risk Analysis, Emerging Markets, Distressed Debt, Loans, P&L Analysis, Credit Risk, Credit Analysis, Market Risk, Alternative Investments, Financial Risk, Fixed Income, Portfolio Management, Auditing, Derivatives, Equities
Education
Iona College
Bachelor's degree, Accounting
National Government Services October 2011 - Present
Dell Perot Systems March 2010 - May 2011
Anthem, Inc. December 2008 - February 2010
UBS Investment Bank June 2006 - November 2008
BCBS Association June 2005 - June 2006
Clerk of Circuit Court of Cook County March 2004 - May 2005
Skills
U.S Healthcare System, Private Health..., Healthcare Information..., Health Insurance..., Health Insurance, Planning Budgeting &..., Quality Improvement, Health Law, Biostatistics, Epidemiology, Accounting, Medicare, Corporate Finance, WebSphere MQ, Integration, ITIL, Solaris, Middleware, Unix, EAI, WebSphere Message Broker, TIBCO EMS
Education
University of Michigan 2012 — 2014
Master's Degree, Health Services Administration
Pittsburg State University 2000 — 2001
Master's Degree, Technology
Jawaharlal Nehru Technological University 1995 — 1999
Bachelor's Degree, Printing Technology
Nagarjuna Junior College, Hyderabad, India 1993 — 1995
High School
Raja Jitendra Public School 1983 — 1993
Raymond James Financial, Inc. June 2015 - Present
GlobeOp Financial Services April 2012 - May 2015
UBS Investment Bank February 2010 - September 2011
Medicmatics November 2008 - January 2010
UBS Investment Bank April 2007 - November 2008
United Healthcare September 2004 - April 2007
The Computer Merchant February 2004 - August 2004
Fleet Bank November 2002 - February 2004
Cap Gemini Ernst & Young 1999 - 2001
Skills
SDLC, Software Development, Oracle, Software Project..., Java, Enterprise Architecture, SOA, Program Management, Strategy, OOP, ClearCase, Agile Methodologies, Management, Requirements Analysis, SQL, Team Building, Business Process..., Leadership, Core Java, Business Analysis, Visual Studio, Vendor Management, Design Patterns, JBoss Application Server, Integration, Consulting, Unix
Education
New Jersey Institute of Technology 1996 — 1999
MS, Computer Science
Osmania University 1991 — 1995
Btech, chemical engineering
Hyderbad Public School
Johns Hopkins Bloomberg School of Public Health
Fortress Investment Group August 2015 - Present
Guggenheim Partners March 2013 - March 2015
RBS Global Banking & Markets July 2009 - March 2013
UBS Investment Bank October 2008 - July 2009
Kraft Foods March 2008 - September 2008
Kraft Foods March 2007 - March 2008
Skills
Business Process..., Activity Based Costing, Business Process..., Indirect Expense..., Trend Analyisis &..., Project Valuation &..., Headcount Allocation..., Forecasting, Direct Expense..., Financial Strategy, Financial Systems, Legal Entity Transfer..., Long Range Planning, Earning Variance..., Product Pricing Analysis, Break-even Analysis, Business Process..., Cost Analysis &..., Budget Management, FInancial and Stretegic..., Budget Development, Financial Modeling, Capital Markets, Corporate Finance, Fixed & Variable..., SME - Reporting Systems..., Ad Hoc Reporting, Investment Banking, Hedge Funds, SME management, Trading, Financial Analysis, Finance, Banking, Valuation, Derivatives, Bloomberg, Fixed Income, Investments, SME Banking, Financial Reporting
Education
Iona College 2007 — 2008
MBA, Finance
Iona College 2004 — 2006
BBA, Finance
UBS Investment Bank February 2015 - Present
UBS Investment Bank March 2012 - Present
UBS Investment Bank March 2010 - March 2012
Piper Jaffray & Co. June 2008 - March 2010
Piper Jaffray June 2007 - August 2007
Ford Motor Company August 2001 - August 2006
Iowa State University January 2000 - August 2001
Caterpillar Inc. May 1999 - August 1999
Skills
Valuation, Capital Markets, Debt, Financial Modeling, Corporate Finance, Diversified Industrials, Automotive, Bloomberg, Equities, Engineering, Investment Banking, Investments, Mergers & Acquisitions, Strategy, Due Diligence, Emerging Markets, Leveraged Finance, Private Equity, Financial Analysis, Finance
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Managing Organizations, Finance, Accounting
Iowa State University 2000 — 2001
MS, Mechanical Engineering
Iowa State University 1995 — 1999
BS, Mechanical Engineering
Deutsche Bank October 2011 - Present
Goldman Sachs May 2007 - October 2011
UBS Investment Bank September 1998 - May 2007
KPMG UK 1995 - 1998
Education
Institute of Chartered Accountants in England and Wales 1995 — 1998
ACA
Newcastle University 1992 — 1995
Bachelor of Science (BSc), Mathematics and Statistics
Aon Inpoint June 2015 - Present
UBS Wealth Management January 2012 - June 2015
iTB Holdings Inc. September 2011 - December 2011
New York University August 2010 - December 2011
UBS Investment Bank June 2011 - August 2011
Digital Assembly October 2010 - June 2011
IBM Global Business Services May 2008 - July 2010
Municipal Corporation of Hyderabad January 2008 - April 2008
Skills
Business Analysis, Business Intelligence, Reporting & Analysis, Data Analysis, Software Project..., Agile Project Management, Agile Methodologies, SDLC, Requirements Analysis, Databases, SQL, XML, Microsoft Office, Eclipse, Java Enterprise Edition, JavaScript, Software Development, HTML, Oracle, UML, Spring, Spring Framework, Jasper Reports, JUnit, JSP, Maven, Struts, Testing, Java, Web Development
Education
New York University 2010 — 2011
Masters, Computer Science
Jawaharlal Nehru Technological University 2004 — 2008
Bachelor of Technology, Computer Science & Information Technology
S.F.S School 1997 — 2002
High School, High School/Secondary Diplomas and Certificates
Morgan Stanley September 2015 - Present
Mizuho Bank April 2014 - August 2015
J.P. Morgan May 2010 - March 2014
BNP Paribas January 2007 - March 2010
Marsh June 2006 - January 2007
Business Edge Solutions March 2006 - June 2006
UBS Investment Bank May 2005 - March 2006
Morgan Stanley May 2004 - May 2005
Spherion June 1999 - March 2003
Skills
Recruiting, Talent Management, Executive Search, Sourcing, Human Resources, Interviews, Vendor Management, Temporary Placement, Financial Services, Management Consulting, Hiring, Social Networking, Investment Banking, Outsourcing, Banking, Capital Markets, Finance, Technical Recruiting, Applicant Tracking..., Talent Acquisition, Equities, Contract Recruitment
Education
Saint John's University 2010 — 2010
University of Phoenix 2006 — 2007
Masters HR Coursework
Iona College 1996 — 2000
BA
Self employed October 2009 - Present
UBS Investment Bank September 2000 - October 2009
Skills
Fixed Income, Series 7, Series 63, Customer Service, Capital Markets, Leadership
Education
Iona College 2002 — 2003
MBA, Financial Mgmt
Iona College 1996 — 2000
BBA, Finance
UBS Investment Bank June 2010 - Present
Onex May 2010 - September 2010
Skills
Valuation, LBO, Financial Modeling, Capital Markets, Investment Banking, Bloomberg, M&A experience, Private Equity, DCF, Equity Valuation, Equities, Equity Research, Corporate Finance, Business Valuation
Education
The University of Western Ontario - Richard Ivey School of Business 2008 — 2010
HBA, Finance, Ivey Scholar
Kidzz, Inc. 2010 - Present
Third Rock Partners January 2006 - Present
UBS Investment Bank May 1997 - August 2003
Philips 1992 - 1996
Skills
Corporate Finance, Business Development, Strategy, Management, Enterprise Software, Private Equity, Start-ups, Venture Capital, Corporate Development, Investment Banking, Entrepreneurship, Strategic Partnerships, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance & Marketing
Iowa State University 1989 — 1991
MS, Computer Science
SGSITS
UBS Investment Bank October 2009 - Present
TBL Consulting LLC February 2008 - Present
Skills
Fundraising, Event Planning, Fixed Income, Budgets, Investment Banking, Management, Asset Managment, Capital Markets, Equities, Public Speaking, Project Planning, Corporate Finance
Education
Johnson & Wales University 1977 — 1981
BA, Fashion Retail & Design
Credit Suisse June 2012 - Present
UBS Investment Bank December 2006 - June 2012
Morgan Stanley March 2006 - December 2006
Goldman Sachs February 2006 - March 2006
Skills
OTC Clearing, Dodd-Frank, Transition Management, Futures, Managed Futures, Prime Brokerage, Credit Derivatives, Interest Rate Swaps, Equity Derivatives, Equity Swaps, CCP, CME, ICE, LCH, KYC, Sales Pipeline..., Fixed Income Products, Series 7, Series 63, Series 3, Derivatives, ISDA, CSA
Education
Iona College Hagan School of Business, MBA 2004 — 2005
MBA, Financial Management
Iona College 2000 — 2004
BBA, Finance
Weill Cornell Medical College February 2015 - Present
Memorial Sloan Kettering Cancer Center August 2012 - Present
Harvard Medical School - Massachusetts General Hospital July 2011 - June 2012
Johns Hopkins Hospital July 2008 - June 2011
Lankenau Hospital July 2007 - June 2008
Lockheed Martin November 2002 - April 2003
USPTO July 2002 - October 2002
Hospital of the University of Pennsylvania January 2001 - May 2002
UBS Investment Bank June 2001 - August 2001
DuPont Pharmaceuticals June 2000 - August 2000
Skills
Anesthesiology, Clinical Research, Internal Medicine, Critical Care, Medical Education, Healthcare, Informatics, Hospitals, Pain Management, Cancer, Medicine, Interventional Pain..., Healthcare Information..., Public Health, Healthcare Management, Critical Care Medicine, Board Certified, Team Leadership, Computer Science, Medical Informatics
Education
Oregon Health and Science University 2014 — 2015
Graduate Certificate, Clinical Informatics
Jefferson Medical College of Thomas Jefferson University 2003 — 2007
M.D., Medicine
University of Pennsylvania 1998 — 2002
B.S.E., Computer Science and Engineering
Brandywine High School 1994 — 1998
JPMorgan Chase 2011 - Present
JPMorgan Chase August 2009 - May 2011
UBS Investment Bank April 2007 - August 2008
Skills
Banking, Capital Markets, Corporate Finance, Due Diligence, Equities, Equity Research, Financial Analysis, Financial Modeling, Investment Banking, Investments, Valuation
Education
Institute of Management Technology, Ghaziabad 2005 — 2007
MBA, Finance
D.A.V. SHYAMLI 2000 — 2003
BISHOP WESTCOTT GIRLS SCHOOL 1984 — 1998
UBS Investment Bank September 2006 - October 2011
Schweitzer & Dobosz, CPA March 2003 - June 2006
Micropowders, Inc. November 2001 - November 2002
Mt. Vernon Medical Care & Rehabilitation May 1998 - September 2001
Skills
Change Management, Project Management, Management, Business Development, Equities, Strategic Planning, Vendor Management, Investment Banking, ITIL, Business Analysis, Trading Systems, Project Delivery, Risk Management, Market Data, IT Strategy, Systems Management, SDLC, Project Portfolio..., Portfolio Management, PMO, IT Management, Infrastructure
Education
Monroe College
BA
Johnson and Wales University
PFM LP June 2005 - April 2015
Deutsche Bank April 2004 - May 2005
Andor Capital Management July 2003 - November 2003
UBS Investment Bank 2000 - 2003
Skills
Equities, Bloomberg, Derivatives, Fixed Income, Capital Markets, Hedge Funds, Investments, Financial Modeling, Trading, Financial Markets, Financial Analysis, Securities, Options, Series 7, Alternative Investments, Equity Trading
Education
James Madison University 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General
Paul VI High School
Credit Suisse July 2013 - Present
Bank of America Merrill Lynch October 2006 - May 2013
UBS Investment Bank October 2004 - September 2006
UBS Investment Bank January 2004 - October 2004
Skills
Capital Markets, Financial Modeling, Derivatives, Investment Banking, Corporate Finance, Financial Analysis, Fixed Income, Bloomberg
Education
Instituto Tecnológico Autónomo de México 1998 — 2003
Bachelor, Economics
CI Investments Inc. August 2013 - Present
Sectoral Asset Management November 2010 - July 2013
UBS Investment Bank January 2008 - October 2010
UBS Investment Bank January 2005 - January 2008
Raymond James July 2003 - January 2005
MDS Capital May 2002 - August 2002
Twinstrand Therapeutics April 2000 - May 2001
Skills
Equity Research, Financial Modeling, Investments, Asset Managment, Financial Analysis, Capital Markets, Equity Valuation, Securities, Investment Management, Biotechnology, Financial Services, Equities, Bloomberg, Portfolio Management, Financial Markets, Investment Strategies, Asset Management
Education
The University of Western Ontario - Richard Ivey School of Business 2001 — 2003
MBA, Business Administration and Management, General
Simon Fraser University 1994 — 2000
PhD, Molecular Biology and Biochemistry
Queen's University 1990 — 1994
B.Sc., Biochemistry
CFA Institute
CFA (Chartered Financial Analyst)
UBS May 2000 - Present
UBS Investment Bank 2000 - 2010
Skills
Reference Data, Product Control, Fixed Income, Derivatives, Investment Banking, Equities, Middle Office, Prime Brokerage, Bloomberg, Capital Markets, Trading Systems, Equity Derivatives, Swaps, Credit Derivatives, Structured Products, FX Options, Hedge Funds, Market Data, Bonds
Education
Iona College 1996 — 2000
Investors Group January 2015 - Present
Rotman School of Management September 2012 - Present
BMO Financial Group February 2014 - January 2015
Citi January 2008 - November 2008
UBS Investment Bank 1999 - 2007
Skills
Derivatives, Fixed Income, Risk Management, Strategic Planning, Trading, Trading Systems, Corporate Finance, Financial Analysis, Financial Modeling, Teaching, Coaching, Economics, Capital Markets, Training, Employee Relations
Education
Ivey Business School at Western University 1997 — 1999
MBA, Finance
Western University 1990 — 1993
BA, Fine Arts
AGM
AGM
UNSW Australia
UNSW Australia
UBS Investment Bank July 2014 - Present
Bank of America Merrill Lynch January 2013 - July 2014
UBS Investment Bank March 2012 - December 2012
WJB Capital Group, Inc. February 2011 - November 2011
WJB Capital Group, Inc. February 2011 - November 2011
WJB Capital Group, Inc. April 2010 - February 2011
Chrysler Financial September 2008 - September 2009
Chrysler Financial October 2007 - September 2008
DaimlerChrysler Financial Services April 2007 - October 2007
DaimlerChrysler Financial Services March 2006 - March 2007
Skills
Corporate Finance, Due Diligence, Financial Reporting, Banking, Equities, Equity Research, Asset Management, Financial Analysis, Financial Modeling, Risk Management, Qualitative Research, Quantitative Analysis, Quantitative Research, Valuation, Equity Valuation, Firm Valuation, Asset Managment
Education
New York University - Leonard N. Stern School of Business 2008 — 2009
MBA, Corporate Finance, Banking, and Management
Iona College 2000 — 2004
BBA, International Business
Gunston
AtWell Staged Home January 2008 - Present
UBS Investment Bank December 2000 - May 2015
Mt. Kisco Athletic Club 1990 - 2004
Brink's March 1998 - November 2000
Pace University April 1990 - February 1998
Saw Mill Club 1987 - 1990
Skills
SQL, IT Management, Business Analysis, Oracle, PeopleSoft, Databases, Project Management, Management, Software Project..., Requirements Gathering, Access, Vendor Management, Certified Home Stager, Requirements Analysis, Integration, Program Management, IT Strategy, Home Staging, User Acceptance Testing, Team Leadership
Education
Pace University 1997 — 2002
MS, Information Systems
Ithaca College 1982 — 1986
BA, English
John Jay High School
UBS Investment Bank September 2014 - Present
Citi August 2012 - August 2014
Citi May 2010 - May 2012
Southern Wine & Spirits June 2009 - April 2010
New York Foundling June 2008 - August 2008
Skills
Credit, Financial Analysis, Microsoft Excel, Microsoft Office, Banking, Financial Modeling, Portfolio Management, Capital IQ, Risk Management, Investment Banking
Education
State University of New York at Buffalo - School of Management 2010 — 2013
Master of Business Administration (M.B.A.)
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2009
Bachelor of Business Administration (B.B.A.), Dual Major in Finance and Economics
Morgan Stanley July 2015 - Present
UBS Investment Bank August 2011 - July 2015
InDorse Technologies May 2010 - May 2011
New York University September 2009 - May 2010
Birlasoft September 2006 - August 2009
Skills
Business Analysis, Requirements Analysis, Visio, Business Intelligence, Analytics, Agile Methodologies, Data Analysis, MS Project, Problem Solving, Process Improvement, Market Research, Product Management, Projects, Strategy, Management, Analysis
Education
New York University 2009 — 2011
MBA, Innovation and Technology Management
New York University 2009 — 2010
MS-MOT, Technology Management
Jaypee University of Information Technology 2002 — 2006
B.Tech, Engineering
Activant Capital Group March 2014 - Present
Alluring Logic June 2010 - March 2014
Bridgewater Associates August 2009 - April 2011
UBS Investment Bank May 2007 - September 2008
Education
James Madison University 2005 — 2009
BS, Financial engineering and Economics
JPMorgan Chase & Co. March 2015 - Present
UBS Investment Bank September 2013 - January 2015
UBS Investment Bank October 2011 - September 2013
UBS Investment Bank February 2011 - October 2011
UBS Investment Bank July 2010 - February 2011
Skills
FX Options, Derivatives, Middle Office, Trading, Options, Foreign Exchange, FX Trading, VBA, Money Market, Settlement, Fixed Income, Trading Systems
Education
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Operations Management, Minor in Economics
OrbiMed Advisors April 2015 - Present
UBS Investment Bank July 2013 - April 2015
Rockefeller University December 2011 - July 2013
Memorial Sloan-Kettering Cancer Center September 2007 - December 2011
The University of Hong Kong 2005 - 2006
Skills
Immunology, Infectious Diseases, Vaccines, Scientific Writing, Statistics, Molecular Biology, Molecular Cloning, Cell, Hepatitis C, Financial Analysis, Business Valuation, Statistical Modeling, Data Analysis, Clinical Trials, Biotechnology, Life Sciences, Oncology, Cancer, Research, Financial Modeling, Valuation
Education
Joan & Sanford I. Weill Medical College of Cornell University 2006 — 2011
PhD, Immunology
Sun Yat-Sen University 2001 — 2005
Bachelor of Science (B.S.), Biotechnology
New York Life Insurance Company April 2015 - Present
Barnes & Noble June 2014 - August 2014
Ithaca College January 2011 - January 2014
YMCA September 2013 - December 2013
Ithaca College September 2011 - September 2013
New York Life Insurance Company May 2013 - August 2013
Citi July 2008 - August 2008
MOUSE September 2004 - June 2007
UBS Investment Bank February 2007 - March 2007
Skills
System Administration, Databases, Troubleshooting, OS X, Java, Technical Support, Microsoft Office, Windows, Customer Service, Dreamweaver, Programming, HTML, C++, Public Speaking, CSS, Computer Hardware, Microsoft Word, PHP, WordPress, Microsoft Excel, Social Media, Editing, PowerPoint, Research, Photoshop, Hardware Support, Leadership, Networking, Teamwork, NetBeans, Eclipse, Windows 7, Servers, Print Servers, Blender, Mathematica, Matlab, Cloud Computing
Education
Riverdale Kingsbridge Academy 2004 — 2010
Ithaca College
Bachelor of Science (B.S.), Computer Science and Mathematics
UBS Investment Bank April 2015 - Present
BMO Capital Markets October 2014 - April 2015
ConocoPhillips February 2014 - October 2014
ConocoPhillips July 2010 - February 2014
ConocoPhillips June 2009 - August 2009
Apache Corporation June 2008 - August 2008
Skills
Reservoir Engineering, Petroleum Engineering, Upstream, Reservoir Management, Reservoir Simulation, Decline Curve Analysis, Petroleum Economics, Waterflooding, Enhanced Oil Recovery, Project Management, Natural Gas, Teamwork, Fracture, Business Strategy, EOR
Education
Rice University - Jesse H. Jones Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
University of Oklahoma 2006 — 2010
BS, Petroleum Engineering
Jennison Associates LLC August 2015 - Present
TD October 2013 - August 2015
UBS Investment Bank August 2012 - October 2013
Deutsche Bank July 2012 - August 2012
Citigroup November 2010 - November 2011
Citigroup January 2006 - October 2010
Citigroup 1996 - 2006
Skills
Problem Solving, Project Delivery, Microsoft Office, Derivatives, Middle Office, Capital Markets, Trading Systems, Equity Derivatives, Credit Derivatives, Risk Management, Investment Banking, Swaps, Securities, Business Analysis, Interest Rate..., Electronic Trading, Project Management, Trading, Bloomberg, Financial Services
Education
The University of Western Ontario - Richard Ivey School of Business 1994 — 1996
Master of Business Administration (MBA), General Management
University of Toronto
Bachelor of Applied Science, Engineering
University of Toronto
Master of Applied Science, Automation
Tata Consultancy Services March 2014 - Present
Aflac July 2013 - January 2014
Markit 2012 - June 2013
Cox Enterprises 2010 - 2012
Trihealix/Practical Law Compay 2008 - 2010
Genworth Financial (Formerly GE) 2006 - 2008
UBS Investment Bank 2004 - 2006
Aon Hewitt 2000 - 2003
Skills
Change Management, PMO, Strategic Planning, Business Process..., Forecasting, Financial Modeling, Business Analysis, Six Sigma, Risk Management, Budgets, Fixed Income, Analysis, Finance, Process Improvement, Management, Leadership, Business Objects, BlackRock Aladdin, Visio, Business Requirements, UAT coordination, Product Management, End User Training, Microsoft Excel, Operations Management, FATCA
Education
Pace University - Lubin School of Business 2008 — 2010
MBA, Finance
University of Massachusetts at Amherst - Isenberg School of Management 1996 — 2000
Bachelor of Science (BSc), Operations Research
Refinery Specialties, Inc January 2013 - Present
Post Oak Energy Capital July 2012 - January 2013
Rising Star Services, North American Services of Superior Energy Services February 2012 - October 2012
Complete Production Services, Inc. June 2008 - February 2012
UBS Investment Bank July 2006 - May 2008
Lehman Brothers June 2005 - August 2005
Airis Holdings, Inc 2002 - August 2004
Lord Abbett & Co. LLC 2000 - 2002
Skills
Valuation, Mergers, Financial Analysis, Financial Modeling, Corporate Finance, Risk Management, Due Diligence, Business Strategy, Strategic Planning, Energy, Data Analysis, Contract Negotiation, Acquisitions, Alternative Investments, Analysis, Budgets, Business Development, Business Process..., Corporate Development, Capital Markets, Divestitures, Energy Industry, Finance, Investments, Investor Relations, Leadership, Management, Marketing, Mergers, Military Leadership, Natural Gas, Petroleum, Private Equity, Process Improvement, Strategic Partnerships, Strategy, Mergers & Acquisitions, DDD
Education
Rice University - Jesse H. Jones Graduate School of Management 2004 — 2006
MBA, Finance
Trinity University 1996 — 2000
BS, Business
Kinkaid
UBS Investment Bank March 2001 - March 2010
Societe Generale 1997 - 2001
Skills
Finance, Middle Office, Credit Risk, Fixed Income, Investments
Education
Iona College 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance, General, 3.68 GPA
FirstKey March 2015 - Present
Armored AutoGroup Inc. December 2010 - October 2014
UBS October 2009 - November 2010
UBS Investment Bank September 2006 - October 2009
Altria 2004 - 2005
Altria Corporate Services Inc. 1998 - 2004
Altria 1998 - 2001
Kraft Foods Group 1995 - 1998
Kraft Foods Group 1987 - 1995
Skills
Succession Planning, Talent Management, Deferred Compensation, Organizational Design, HR Consulting, Sales, Strategic Planning, Organizational..., Onboarding, Strategy, Employee Benefits, Mergers, Executive Pay, Mergers & Acquisitions, Organizational..., Executive Coaching, Retail, Employee Engagement, College Recruiting, HR Transformation, Human Resources, Employer Branding, CRM, Employment Law, Executive Search, Marketing, Performance Management, Talent Acquisition, HRIS, HR Policies, Change Management, Recruiting, Vendor Management, Compensation & Benefit, Employee Relations, PeopleSoft, Leadership Development, Sourcing, Personnel Management, Management, Workforce Planning
Education
Iona College 1992 — 1994
MBA, Human Resource Management
Mercy College 1988 — 1991
BS, Business Management
King Street Capital Management June 2012 - Present
UBS Investment Bank July 2011 - May 2012
Ithaca College November 2009 - September 2011
Ithaca College September 2009 - May 2011
UBS Investment Bank June 2010 - August 2010
Wequassett Resort and Golf Club June 2009 - July 2009
Wequassett Resort and Golf Club June 2008 - August 2008
Skills
Bloomberg, Bloomberg Terminal, Microsoft Excel, PowerPoint, Microsoft Office, Research, Financial Modeling, Internet Research, Analytics, Trend Analysis, Training, Management, Trading, Finance, Investments, Alternative Investments, Qualitative Research, Data Analysis, Vetting, Event Planning, Thompson One, @Risk, Online Research, Market Research, Customer Service, Social Media, Marketing, Business Analysis
Education
Ithaca College 2007 — 2011
B.S summa cum laude in Business Administration, Finance, 3.94
Hamden High School 2002 — 2006
FDM Group May 2014 - July 2015
UBS Investment Bank November 2014 - April 2015
VisCorps January 2014 - May 2014
Isenberg School of Management, UMass Amherst January 2014 - May 2014
Isenberg School of Management, UMass Amherst September 2013 - May 2014
University of Massachusetts Amherst September 2012 - May 2014
Course Hero May 2013 - September 2013
Jenny's Souvenir June 2013 - August 2013
MGI Pacific June 2012 - August 2012
Boston Harbor Island Alliance January 2008 - June 2008
Skills
Microsoft Excel, PowerPoint, Time Management, Data Analysis, Teaching, Microsoft Word, Marketing, Research, Goals Setting, Customer Service, Financial Analysis, Teamwork, Social Media, Social Networking, Financial Services, Project Planning, Public Speaking, Mentoring, Leadership, SDLC, Scrum, ITIL
Education
Umass Amherst 2010 — 2014
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
UBS Investment Bank January 2015 - June 2015
Salus Capital Partners January 2014 - June 2014
Education
Northeastern University 2011 — 2016
Bachelor of Science (BSc), Finance & Insurance
The London School of Economics and Political Science (LSE) 2014 — 2014
AF315: Applied Valuation & Securities Analysis
International Baccalaureate
American International School In Egypt
Sinclair Broadcast Group 2014 - Present
UBS Investment Bank 2001 - 2013
Prime Ventures (VC) 2000 - 2001
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Corporate Finance, Venture Capital, Fixed Income, Investment Banking, Private Equity, Capital Markets, Investments, Banking, Valuation, Business Strategy, Due Diligence, Financial Modeling, Finance, Mergers & Acquisitions, Equities, LBO
Education
Ivey Business School at Western University
TMX Group March 2015 - Present
Parklea Business Advisors 2012 - Present
UBS Investment Bank 2011 - 2012
RBC Capital Markets 2007 - 2011
Falconbridge 2000 - 2005
Department of National Defense 1997 - 2000
Skills
M&A execution, Cross-border M&A, Strategic Negotiations, Private Equity, LBO, Corporate Development, Capital Markets, Business Strategy, Business Valuation, Financial Modeling, Project Management, Plant Operations, Project Engineering, Process Automation, Process Improvement, Strategy, Investment Banking, Valuation, Business Development, Mergers & Acquisitions, Management, Financial Analysis, Corporate Finance, Due Diligence, Investments, Strategic Planning, Equities, Finance, Venture Capital, Start-ups, Analysis
Education
The University of Western Ontario - Richard Ivey School of Business 2005 — 2007
Master of Business Administration (MBA), General Management / Finance, Ivey Scholar
Queen's University 1997 — 1999
MSc.Eng., Chemical Engineering
Queen's University 1993 — 1997
B.Sc.Eng., Chemical Engineering
UBS Investment Bank April 2014 - Present
Skills
Application Security, Penetration Testing, Network Security, Risk Assessment, Integration, Information Security..., Vulnerability Assessment, Information Security, CISSP, CEH, ISO 27001, Computer Security, Vulnerability Management, Security, Security Architecture..., Virtualization, Security Audits, PCI DSS, IT Audit, Encryption, Firewalls, Security Awareness, Business Continuity, Disaster Recovery, Computer Forensics, Governance, Web Application Security, DLP, CISM, CISA, Identity Management, IDS, IPS, Security Policy, Vulnerability Scanning, Malware Analysis, Data Security, Checkpoint, Incident Management, Intrusion Detection, Incident Response, IT Risk Management
Education
Rochester Institute of Technology 2004 — 2007
MS
Jamia Hamdard 2000 — 2004
Bachelor's degree
Ramjas School
High school
Citi September 2012 - Present
Morgan Stanley August 2010 - September 2012
Lehman Brothers, Citigroup January 2006 - July 2010
UBS Investment Bank 2009 - 2010
Skills
Sybase, Java, Hibernate, C#, UML, Perl, Core Java, Trading, Options, Trading Systems, TIBCO, SDLC, Agile Methodologies, Spring, Unix
Education
University of Oklahoma 2002 — 2004
MS, Computer Science
Jawaharlal Nehru Technological University 1998 — 2002
B. Tech, Computer Science
UBS Investment Bank February 2015 - Present
Thomson Reuters December 2010 - February 2015
RBC Capital Markets August 2010 - October 2010
JPMorgan November 2007 - June 2010
Barclays Capital May 2006 - May 2007
Nisa May 2002 - April 2006
German Stock Exchange December 2000 - June 2002
Siemens October 1998 - July 1999
American Management Systems March 1997 - September 1998
Skills
Low Latency, Trading Systems, Fixed Income, Spring, OOAD, Swing, Maven, JDBC, Core Java, Multithreading, XML, Business Analysis, Agile Methodologies, Java, SQL, Sybase, Subversion, Unix
Education
Instituto Superior Técnico 1991 — 1996
Master's Degree, Electronics and Computer Engineering
UBS Investment Bank March 2011 - Present
Dillon Read Capital Management August 2006 - July 2007
UBS Investment Bank August 2004 - August 2006
Cardinal Health 2002 - 2004
Education
James Madison University 1998 — 2002
UBS Global Asset Management January 2003 - Present
UBS Investment Bank 1998 - 2009
UBS Investment Bank 2000 - 2003
Skills
Hedge Funds, Trading, Investments, Fixed Income, Derivatives, Alternative Investments, Fund Of Funds, Capital Markets, Equities, Asset Management, Investment Banking, Structured Products, Equity Derivatives, Middle Office, Mutual Funds
Education
Johnson and Wales University 1994 — 1998
BS, Accounting
Eleven Canterbury, LLC May 2011 - Present
Morgan Stanley May 2012 - February 2014
Joel Nachman February 2011 - April 2012
Bridgewater Associates April 2010 - February 2011
Credit Suisse 2008 - April 2010
Joel Nachman January 2008 - June 2008
UBS Service Center (India) 2005 - 2007
UBS 1995 - 2007
UBS Investment Bank 1995 - 2007
swiss bank 1995 - 1999
Skills
Investment Banking, Market Data, Equities, IT Strategy, Vendor Management, Capital Markets, Fixed Income, Hedge Funds, Risk Management, Derivatives, Program Management, IT Management, Electronic Trading, Business Analysis, Infrastructure, Change Management, Financial Services, FX Options, Strategy, Trading Systems, Data Center, Back Office, Information Technology, SDLC, Business Continuity, Stakeholder Management, Middle Office, Management, Leadership, Governance, Outsourcing, Financial Risk, Financial Markets, Enterprise Architecture, Portfolio Management, Options, Sybase, PMO, Start-ups, Equity Derivatives, Prime Brokerage, Equity Trading, Credit Derivatives, Emerging Markets, Alternative Investments, Foreign Exchange
Education
Ithaca College 1964 — 1968
Bachelor of Science (BS), Accounting and Computer Science
Amazon July 2015 - Present
UBS Investment Bank June 2014 - August 2014
Microsoft Corporation July 2009 - August 2013
Carlson School of Management January 2008 - May 2009
Oracle July 2006 - May 2007
Verizon June 2005 - August 2006
Skills
Distributed Systems, Hadoop, Algorithms, C++, Machine Learning, Perl, Java, C, Python, MapReduce, C#, Data Structures, Data Mining, Computer Science, SQL, Web Services, Natural Language..., Linux, XML, Eclipse
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
University of Minnesota-Twin Cities 2007 — 2009
masters, Computer Science
International Institute of Information Technology 2001 — 2005
Btech, Computer Science
Tuck School of Business at Dartmouth
MasterCard April 2014 - Present
MasterCard 2011 - March 2014
MasterCard 2009 - 2011
MasterCard 2006 - 2009
UBS Investment Bank 2004 - 2006
Kraft Foods Group 2000 - 2004
Standard and Poor's ComStock 1995 - 2000
Skills
Credit Cards, Debit Cards, Financial Modeling, Payment Systems, Transaction Processing, Financial Analysis, Financial Services, Electronic Payments, Payment Card Processing, Business Analysis, Acquiring, Cards, Financial Risk, Payment Industry, Payment Cards, Payments, Process Improvement
Education
Iona College 2002 — 2004
MBA, Finance
Iona College 1994 — 1998
BBA, Accounting
UBS Investment Bank 2014 - Present
Goldman Sachs 2004 - 2013
Skills
Equities, Investment Banking, Capital Markets, Equity Research, Hedge Funds
Education
The University of Western Ontario - Richard Ivey School of Business 2000 — 2002
Master of Business Administration (MBA)
UBS Investment Bank February 2010 - Present
Skills
SQL, Unix, JavaScript, Databases, Engineering, TCP/IP, Trading Systems, Electronic Trading, Order Management, SDLC, Testing, Software Development, Business Analysis, Oracle, Futures Trading, Options, Technical Support, US Equities, Software Project...
Education
Old Dominion University 2006 — 2008
Masters, Electrical Engineering
Jawaharlal Nehru Technological University 2002 — 2006
B.Tech, ECE
Bank of America Merrill Lynch January 2009 - March 2014
Merrill Lynch August 2006 - March 2014
UBS Investment Bank 2005 - 2006
Ameriquest 2000 - 2005
Deutsche Bank Securities 1998 - 2000
PricewaterhouseCoopers 1997 - 1998
KPMG 1994 - 1997
Skills
Securitization, Capital Markets, Structured Finance, MBS, Fixed Income, ABS, Hedge Funds, Valuation, Investment Banking, Portfolio Management, Asset Managment, Financial Modeling, Structured Products, CMBS, CDO, Series 7, Residential Mortgages, Finance, Banking, Mortgage Lending, Bonds, Asset Management, Credit, Financial Structuring, Loans, Securities, Derivatives, Due Diligence, Loan Origination
Education
James Madison University 1990 — 1994
Bachelor of Business Administration (BBA), Accounting, Finance
James Madison University - College of Business 1990 — 1994
Bachelor of Business Administration (BBA), Finance & Accounting
UBS Investment Bank May 2007 - Present
Skills
Business Analysis, Global Custody, Financial Modeling, Corporate Finance, Financial Analysis, Requirements Gathering, SDLC, Data Analysis, Business Requirements, Portfolio Management, Risk Management, Securities, Derivatives, Requirements Analysis, Business Process...
Education
Johnson & Wales University 2005 — 2006
MBA, Finance
Legal and General Investment Management, America January 2007 - Present
Mason Street Advisors April 2003 - December 2006
UBS Investment Bank September 1997 - June 2003
Skills
Fixed Income, Portfolio Management, Asset Managment, Investments, Fixed Income Analysis, Debt, Bloomberg, High Yield, Capital Markets, Bonds, Asset Allocation, Series 7, CDS, Credit, Credit Analysis, Banking, Hedge Funds, Investment Banking
Education
Iowa State University 1990 — 1993
Master's degree, International Finance
Iowa State University 1986 — 1990
Bachelor of Science (B.S.), Political Economy
Tullett Prebon February 2015 - April 2015
Griffin Securities, Inc. September 2011 - January 2015
Maxim Group June 2010 - May 2011
Concept Capital Washington Research Group October 2009 - June 2010
Morgan Stanley April 2008 - April 2009
CHAPDELAINE CORPORATE SECURITIES 2004 - 2004
UBS Investment Bank June 1995 - March 2003
Fulcrum Global Partners 2003 - 2003
Education
John Carroll University
KeyBank July 2013 - Present
BNP Paribas September 2010 - June 2013
BGC Partners March 2008 - September 2010
UBS Investment Bank January 2000 - October 2007
PaineWebber March 1996 - January 2000
Kidder Peabody October 1986 - February 1995
Skills
MBS, Loans, FINRA, ABS, Derivatives, Hedge Funds, Trading, Equities, Capital Markets, Fixed Income, CMBS, Bonds, Bloomberg
Education
Iona College
UBS July 2010 - Present
American Red Cross December 1995 - Present
FDM Group May 2007 - July 2010
Byram Healthcare September 2003 - May 2007
UBS Investment Bank March 2000 - June 2003
The Chubb Institute January 1999 - March 2000
Chubb Computer Services January 1999 - March 2000
MBIA 1996 - November 1998
Watson Wyatt August 1995 - August 1996
Buck Consultants June 1989 - June 1995
Skills
Databases, Unix, SQL, Oracle, Sybase, ITIL v3 Foundations..., Yellow Belt, ITIL, Governance, Visio, Change Management, SDLC, Performance Tuning, Perl, Requirements Gathering, Disaster Recovery, Access, Business Analysis, Technical Support, Unix Shell Scripting, Enterprise Architecture, Database Administration, Data Warehousing, Microsoft SQL Server, Database Design, Software Project..., Information Technology, Release Management, Requirements Analysis, SharePoint, Infrastructure...
Education
University of Connecticut 2005 — 2010
Computer Science Continuing Ed
Iona College 1986 — 1989
MS, Computer Science
Manhattanville College 1984 — 1987
BA, Computer Science
Pelham Memorial High School 1976 — 1982
Diploma
Magnetar Capital June 2008 - Present
D.B. Zwirn & Co. January 2005 - April 2008
UBS Investment Bank 2003 - 2005
Education
Western University 1998 — 2003
BESc, Electrical Engineering
Ivey Business School at Western University
BNY Mellon July 2013 - Present
New York Jets LLC August 2012 - January 2013
Cantor Fitzgerald & Co. April 2010 - February 2012
Mitsubishi UFJ Securities (USA), Inc. February 2009 - April 2010
UBS Investment Bank August 1998 - October 2008
Lehman Brothers 1987 - 1998
DWS Scudder Investments May 1985 - January 1987
KPMG US July 1978 - May 1985
Skills
Relationship Management, Equities, Fixed Income, Prime Brokerage, Bonds, Capital Markets, Securities Lending, Collateral Management, Management Consulting, Consulting, Financial Services, Trading, Alternative Investments, Structured Products
Education
Iona College
BBA, Accounting
Pace University - Lubin School of Business
Master of Business Administration (MBA), Information Sytems
TriState Capital Bank May 2014 - Present
Credit Suisse - Investment Bank June 2010 - June 2013
UBS - Investment Bank September 2007 - May 2009
Merrill Lynch June 2006 - August 2006
Skills
Bloomberg, Equities, Investment Banking
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Finance Concentration
Ithaca College 2003 — 2007
Bachelor of Science (BS), Business Administration - Finance Concentration
Inter-American Investment Corporation September 2009 - Present
Wharton Small Business Development Center May 2009 - September 2009
The Wharton School August 2007 - August 2009
Glencore International August 2008 - August 2008
UBS Investment Bank June 2008 - August 2008
Zemi Communications June 2003 - June 2007
Protego September 1997 - May 2000
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance & Management
The Hebrew University 2000 — 2003
MA, Political Science
Instituto Tecnológico Autónomo de México 1994 — 1999
BA, International Relations
Bell Canada January 2015 - Present
WorkSafeBC May 2014 - December 2014
Sauder School of Business at UBC August 2013 - December 2014
Copenhagen Business School February 2014 - March 2014
UBS Investment Bank August 2010 - May 2013
Dell October 2007 - May 2013
Bank of Ireland October 2007 - July 2010
Skills
Business Analysis, Requirements Analysis, Agile Methodologies, Project Management, Requirements Gathering, SDLC, Business Intelligence, Software Documentation, JCL, Team Management, CICS, Process Improvement, Business Development, Business Process..., Risk Management, Project Coordination, ITIL Certified, SQL DB2, Business A, Financial Analysis, Informatica
Education
The University of British Columbia 2013 — 2014
Master of Business Administration (MBA)
Jamia Millia Islamia 2003 — 2007
Bachelor of Technology (BTech), Electrical and Electronics Engineering
Ryan international school 1989 — 2001
Secondary, Science
UBS Investment Bank December 2013 - Present
Royal Bank of Scotland April 2010 - December 2013
NYSE Euronext July 2006 - May 2010
BNP Paribas/CooperNeff Advisors, Inc. 2002 - 2006
Education
James Madison University - College of Business 1998 — 2002
Bachelor of Science (BS), Quantitative Finance
GlobeOp Financial Services ManagerGlobeOp Financial Services2005 - 2010
UBS Investment Bank 2000 - 2005
UBS 2000 - 2005
Education
Iona College 1994 — 1996
ADP May 2014 - Present
Dow Jones July 2012 - May 2014
UBS Investment Bank April 2012 - July 2012
JPMorgan Chase May 2011 - May 2012
RSG Media - Dow Jones July 2010 - May 2011
Booz Allen Hamilton (GSA FAME) August 2008 - July 2010
SharpQuest Corporation 2005 - 2009
Citigroup CMB June 2006 - May 2008
Skills
Software Development, Spring, JMS, Web Services, Agile Methodologies, Weblogic, Java Enterprise Edition, SDLC, SOA, Java, Oracle, SQL, Agile Project Management, Analytics, Sybase, XPath, XML, Microsoft SQL Server, Enterprise Architecture, Hibernate
Education
Jawaharlal Nehru Technological University
Western Kentucky University
Master of Science
Credit Agricole - Corporate & Investment Bank September 2013 - Present
Morgan Stanley July 2012 - September 2013
Jefferies LLC April 2011 - July 2012
RBS Markets and International Banking January 2011 - April 2011
Bank of America 2009 - 2011
American Express November 2007 - March 2009
UBS Investment Bank April 2006 - 2007
Skills
PL/SQL, Requirements Analysis, SDLC, DB2, SQL, Unix Shell Scripting, Java Enterprise Edition, perl, Perl Script, Sybase, Java, T-SQL, JavaScript, Unix, Object Oriented Perl, Performance Tuning, Query Optimization, Sybase Adaptive Server, T-SQL Stored Procedures, Guardium, Apache, Tomcat 5, HTML, HTML 5, CSS3, CSS, Linux, C++, c, C/C++ STL, Boost C++, XML, jQuery UI, jQuery, Photoshop, GIMP, Red Hat Linux, Fedora, Informatica, Erwin, LibreOffice, Microsoft Office, Microsoft Visio, Servlets, JSP, CGI/Perl, Mod_perl, AJAX, Perl
Education
Jawaharlal Nehru Technological University
Bachelor's Degree, Electrical and Electronics Engineering
AIG September 2013 - March 2015
Moore Capital Management August 2005 - August 2013
UBS Investment Bank June 2000 - August 2005
Education
Ithaca College 1993 — 1997
BA, Theatre
Morgan Stanley April 2012 - Present
RBS Sempra Commodities/Societe Generale Energy Corp. May 2008 - March 2012
UBS Investment Bank January 2007 - May 2008
Morgan Stanley 2006 - 2007
Skills
Fixed Income, Options, Financial Structuring, Capital Markets, Commodity, Derivatives, Trading, Trading Systems, Investment Banking, Financial Analysis
Education
Iona College 2012 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
City University of New York-Queens College
BA, Computer Science
SS&C GlobeOp June 2015 - Present
RBS Markets and International Banking July 2014 - June 2015
RBS Markets & International Banking June 2012 - July 2014
Red Oak Transportation and Limousine Inc September 2011 - June 2012
UBS Investment Bank April 2006 - May 2011
Sirius Satellite Radio December 2005 - February 2006
Skills
Analysis, Management, Microsoft Excel, Project Management, Change Management, Data Analysis, Microsoft Office, Customer Service, Financial Analysis, Risk Management, Microsoft Word, PowerPoint, Strategic Planning, Process Improvement, Financial Services, Office Administration
Education
Iona College 1999 — 2004
Marketing, Business Administration and Management, General
AIG December 2011 - Present
UBS Investment Bank April 2004 - September 2011
JPMorgan Chase January 1999 - January 2001
First Data Corporation 1998 - 1999
Skills
Risk Management, Corporate Finance, Global Custody, Investment Banking, Asset Management, Capital Markets, Equities, Business Analysis, Portfolio Management, Fixed Income, Financial Services, Financial Modeling, Derivatives, Securities Lending, Corporate Actions, Vendor Management, Project Management, Management, Program Management, IT Strategy
Education
Isenberg School of Management, UMass Amherst 1991 — 1996
BS, Finance
Castleton Commodities International LLC June 2011 - Present
Citigroup June 2009 - June 2011
Merrill Lynch Commodities, Inc July 2005 - June 2009
Morgan Stanley 2004 - 2005
CINERGY MARKETING AND TRADING 2003 - 2004
UBS Investment Bank 2002 - 2003
Enron 1994 - 2002
Skills
Risk Management, Trading Systems, Derivatives, Trading, Credit Risk, Commodity, Options, VAR, Commodity Markets, VBA, Pricing, Project Management, Valuation, Financial Risk...
Education
Jones Graduate School of Business, Rice University 1997 — 2000
MBA, Finance and Business Management
University of Houston 1993 — 1995
M.S. - Master of Science, Computer Science
Technische Universität Berlin 1987 — 1992
PhD Candidate, Electrical Engineering
Shanghai Jiao Tong University
M.S. - Master of Science, Electrical Engineering
Shanghai Jiao Tong University
B.S. - Bachelor of Science, Electrical Engineering
Citadel LLC June 2015 - Present
UBS Investment Bank June 2010 - May 2015
Merrill Lynch February 2008 - May 2010
Juniper Networks May 2008 - July 2008
NYSE Euronext May 2006 - February 2008
Satyam July 2004 - February 2008
Applied Materials 2004 - 2006
Computer Sciences Corporation 2003 - 2004
Surgical Information Systems 2002 - 2003
CMC Ltd April 1997 - December 2002
Skills
Oracle, Data Warehousing, SQL, Oracle RAC, Performance Tuning, ETL, R, Java, Unix Shell Scripting, Machine Learning, Data Analysis, PL/SQL, Data Modeling, Data Migration, Python, Data Munging, High Availability, Database Administration, SQL Tuning, Sybase, Microsoft SQL Server, Statistics, Shell Scripting, Oracle Applications, RMAN, Amazon Web Services..., MongoDB, Hadoop, Replication, Testing, Octave, Regression Analysis, Neural Networks, Natural Language..., Text Mining, Anomaly Detection, Apache Spark, Web Scraping
Education
The Johns Hopkins University 2014 — 2014
Data Science Specialization on Coursera, Data Science
Jawaharlal Nehru Technological University 1998 — 2002
Bachelor of Technology (B.Tech.), Computer Science & Engineering
Institute of Electronics, Hyderabad ( GIOE ) 1993 — 1997
Special Diploma (Electronics with specialization in Computer Engineering), Computer Engineering
GE Capital Americas December 2012 - Present
UBS Investment Bank November 2010 - January 2013
UBS Investment Bank August 2006 - November 2010
J. Reckner Associates September 2005 - August 2006
Skills
Capital Markets, Credit Derivatives, Fixed Income, Equities, Derivatives, Swaps, FX Options, Back Office, Hedge Funds, Investment Banking, Financial Services, Management, Finance, Risk Management, Trading, Middle Office, Asset Management
Education
Iona College 2001 — 2005
BBA, Marketing
SDB and Associates LLC January 2015 - Present
UBS Investment Bank November 2010 - October 2013
UBS Investment Bank December 2003 - October 2010
UBS December 2003 - March 2005
William Raveis Real Estate January 2001 - December 2003
PricewaterhouseCoopers August 1998 - June 2000
Skills
Onboarding, Fixed Income, Equities, Hedge Funds, Investment Banking
Education
Iona College 1985 — 1988
BA, Communications
Resurrection
UBS Investment Bank July 2000 - Present
Sequa Corporation November 1991 - July 2000
Skills
Equities, Prime Brokerage, Hedge Funds, Fixed Income
Education
Iona College 1996 — 2000
MBA, Finace
University of Scranton 1987 — 1991
BS, Production and Operations Management
Capital One December 2014 - May 2015
UBS Investment Bank January 2012 - December 2014
HCL-Cisco Offshore Development Center June 2010 - December 2011
HCL-Cisco Offshore Development Center July 2007 - June 2010
HCL Technologies September 2006 - April 2007
Skills
Unix, JDBC, Spring, Core Java, Hibernate, Java Enterprise Edition, XML, Crystal Reports, Business Objects, MySQL, Shell Scripting, CCNA, Networking, Sun Certified Java..., Tomcat, SQL, DB2, Oracle, SOA, ClearCase, Design Patterns, Unix Shell Scripting, J2EE 1.5, Spring Core, Hibernate basics, Oracle SQL, Netcool Proviso, SCJP, BO CRCP, Maven, Github, Software Development, Web Services, Requirements Analysis, Agile Methodologies, Java, Linux, Continuous Integration, ATDD, TDD, Scrum, Extreme Programming, HP Quality Center, HP Service..., Ruby, Cucumber
Education
Jawaharlal Nehru Technological University 2005 — 2007
M.Tech, Computer Science
Jawaharlal Nehru Technological University 2000 — 2004
Bachelor of Technology (B.Tech.), Computer Science
Platinum Equity June 2013 - Present
UBS Investment Bank July 2009 - June 2013
Visa August 2008 - July 2009
Goldman Sachs June 2005 - August 2008
Education
The University of Western Ontario - Richard Ivey School of Business
Master of Business Administration (MBA)
The University of Western Ontario - Richard Ivey School of Business
Honors Business Administration (HBA)
UBS Investment Bank April 1999 - Present
Ciba Specialty Chemicals January 1994 - April 1999
Ciba-Geigy January 1989 - January 1994
Skills
Agile Methodologies, Business Analysis, Change Management, Databases, IT Strategy, Investment Banking, Oracle, Management, PeopleSoft, Program Management, Project Management, Requirements Analysis, SDLC, SQL, Software Development, Software Project..., Vendor Management, PL/SQL, Quality Center, Business Process, Integration, SharePoint
Education
Iona College 1988 — 1992
BBA, Business Administration
Maple Rock Capital Partners May 2014 - Present
Crescent Capital Group, LP January 2011 - June 2013
Trust Company of the West August 2007 - December 2010
UBS Investment Bank August 2005 - June 2007
Skills
Private Equity, Financial Modeling, Hedge Funds, Equities, Valuation, Investment Banking
Education
The University of Western Ontario - Richard Ivey School of Business
HBA
UBS Investment Bank December 2009 - Present
UBS Investment Bank March 2000 - December 2009
Shoreline Modular Homes 2005 - 2006
ICAP July 1983 - January 2000
Skills
Fixed Income, Bonds, Capital Markets, Equities, Derivatives, Investment Banking, Bloomberg, Interest Rate..., Hedge Funds, Swaps, Structured Products, Credit Derivatives, Trading Systems, Finance, Valuation, Equity Derivatives
Education
Ithaca College 1978 — 1982
Bachelor of Science (B.S.), Accounting
RLHS
RLHS
RLHS
MIO Partners August 2013 - Present
UBS Investment Bank October 2008 - August 2013
Infosys August 2005 - August 2013
Skills
Autosys, VSS, RDBMS, Informatica, Struts, PL/SQL, Quality Center, Defect Tracking, JMS, ClearCase, Unix Shell Scripting, JSP, Requirements Gathering, Visio, Software Documentation, Oracle, SDLC, Risk Management, SQL, Requirements Analysis, ETL, Agile Methodologies, Software Project..., Data Analysis, Data Warehousing, VBScript, Microsoft SQL Server, Data Modeling, User Acceptance Testing, Business Objects, Database Design, Databases, Resource Management, Performance Tuning, .NET, Test Planning, Gap Analysis, Software Development, C#, Business Analysis, SharePoint, Management, ASP.NET, Toad
Education
Institute of Management Technology, Ghaziabad 2005 — 2008
Master of Business Administration (MBA), Management Information Systems and Services
University of Rajasthan 2001 — 2005
Bachelor of Engineering (B.E.), Computer Science
Lab 240 Capital 2011 - Present
RBC Capital Markets 2010 - 2011
RBC Capital Markets 2007 - 2010
UBS Investment Bank 2006 - 2007
UBS Investment Bank 2003 - 2005
TD Securities 1997 - 2003
Skills
Trading, Capital Markets, Hedge Funds, Equities, Emerging Markets, Investments, Start-ups, Angel Investing, Seed Capital, Business Innovation, Fixed Income, Business Development, Strategic Thinking
Education
Ivey Business School at Western University 1995 — 1998
HBA, Business
FHCI
Gabelli & Company December 2012 - Present
Soleil/Ticonderoga Securities December 2005 - January 2012
UBS Investment Bank December 1998 - August 2005
SBC WARBURG / UBS INVESTMENT BANK November 1997 - December 1998
Hedgeware, Inc July 1995 - November 1997
Sandler O'Neill & Partners, L.P. September 1993 - July 1995
PALOMA PARTNERS L.P December 1991 - September 1993
WEATHERLY PRIVATE CAPITAL June 1990 - December 1991
Deloitte October 1988 - June 1990
Skills
Equities
Education
Iona College
BBA, Accounting
UBS Investment Bank March 2006 - Present
Dell Perot Systems June 2004 - Present
Skills
Sybase, SQL, Unix, SDLC, Agile Methodologies
Education
Jawaharlal Nehru Technological University 1999 — 2003
Bachelors, Computer Science
UBS Investment Bank August 2007 - December 2012
Dillon Read Capital Management October 2006 - August 2007
Amaranth July 2006 - October 2006
Amaranth August 2003 - July 2006
CIBC World Markets January 2002 - August 2003
Madison Square Garden September 2001 - April 2002
Skills
Credit, Trading, Securities Lending, Hedge Funds, Repo, Portfolio Finance, Bank Financing, Collateral Management, Funding, Finance, Equities, Series 7, Fixed Income, Prime Brokerage, Securities, Settlement, Emerging Markets, Bloomberg, Back Office, Asset Management, Structured Products, Bonds, Portfolio Management, Mutual Funds, CDS, Derivatives, Investments, Alternative Investments, ABS, Financial Risk, Rates, Treasury, Interest Rates
Education
Isenberg School of Management, UMass Amherst 1997 — 2001
BA
Freehold Township High School 1993 — 1997
Spectra FX Solutions (Formerly Louis Capital FX, LLC. ) June 2009 - Present
UBS Investment Bank April 2007 - June 2009
Bank Julius Baer Co Ltd March 2000 - April 2007
American International Group February 1990 - March 2000
Drexel Burnham Lambert July 1988 - February 1990
Skills
FX Options, Options, Trading, Hedge Funds, FX trading, Derivatives, Currency, Proprietary Trading, Equities, Electronic Trading, Capital Markets, Trading Systems, Bloomberg, Financial Markets, Currency Futures, Currency Exchange, Futures Trading, Managed Futures, Emerging Markets, Foreign Exchange, Fixed Income, Swaps, Futures, Commodity, Asset Management, Technical Analysis, Structured Products, Sales Management, Hedging, Commodity Markets, Equity Trading, CTAs, Equity Derivatives, Risk Management, Alternative Investments, Trading Strategies, Bonds, Precious Metals, Prime Brokerage, Market Data, Investment Management, Commodity Pools, Commodity Pricing, Securities, Series 7, Series 63, Financial Risk, Financial Analysis
Education
Iona College 1982 — 1986
BBA, Marketing, Finance
Private Equity Investor Director, Prop Quant TraderDeutsche BankJune 2012 - March 2014
Credit Suisse July 2001 - December 2005
Prediction Company June 1997 - March 2001
UBS Investment Bank July 1994 - June 1997
Hull Trading December 1990 - June 1994
Continental Illinois Bank February 1989 - December 1990
Intelligent Trading Systems February 1988 - February 1989
Skills
Risk Management, Portfolio Optimization, Market Making, Trading, Statistical Arbitrage, Equities, Trading Systems, Electronic Trading, Market Data, High Performance..., C++, Low Latency, Derivatives, Options, Capital Markets, Quant, Proprietary Trading, Trading Strategies, Risk, Equity Derivatives, Equity Trading, Quantitative Analysis, Technical Analysis, Automated Trading Guru, Trading System, FX Options, Quantitative Investing, High Frequency Trading
Education
Iowa State University 1981 — 1987
B.S., Computer Engineering
Pershing LLC January 2008 - Present
UBS Investment Bank 2003 - 2008
JPMorgan Chase January 1993 - October 2002
Education
Iona College 1989 — 1991
BBA, Finance
Bank of America Merrill Lynch August 2013 - Present
Morgan Stanley October 2011 - July 2013
Credit Suisse December 2007 - September 2011
UBS Investment Bank January 2005 - November 2007
Skills
Business Analysis, SQL, Management, SDLC, Requirements Analysis, Analysis, Customer Service, Portfolio Management, Equities, Financial Analysis, Red Hat Linux, Unix, Perl Automation, Shell Scripting, Series 7, Market Data, Oracle Database, Sybase, Sybase IQ, WebSphere Application..., Eletronic Trading..., Direct Market Access, Cash Sales and Trading..., Options Market Making, Electronic Trading..., Trading Systems, Derivatives, ITIL, Oracle, Electronic Trading
Education
Southern Illinois University, Edwardsville 2002 — 2004
Master of Science (MS), Electrical and Electronics Engineering
Jawaharlal Nehru Technological University 1998 — 2002
Bachelor of Technology (BTech), Electrical and Electronics Engineering
Wells Fargo Securities August 2015 - Present
Highbridge Capital Management May 2013 - March 2015
UBS Investment Bank May 2007 - May 2013
MF Global October 2003 - July 2006
Linc Energy Systems, Inc. February 2002 - May 2003
Skills
Series 7, Series 63, Exchange Traded..., Electronic Trading, Trading Systems, Options, Derivatives, Equities, Prime Brokerage, Commodity, Back Office
Education
Johnson and Wales University 1998 — 2002
Financial Services Management
Clear Point Group September 2014 - Present
Nomura October 2013 - September 2014
UBS Investment Bank August 2010 - September 2013
RBS Greenwich Capital August 2008 - August 2010
Deloitte January 2007 - August 2008
Skills
Finance, Investment Banking, Financial Services, Hedge Funds, Equities, Business Development, Six Sigma, Derivatives, Product Control, Securitization, Bloomberg, MBS, ABS, FX Options, Options, Private Equity, Asset Management, Auditing, Real Estate, Recruiting, Executive Search, Interviews, Sourcing, Full-life Cycle...
Education
James Madison University
Bachelor of Business Administration (BBA), Finance and Blaw
BofA Merrill Lynch May 2015 - Present
Deutsche Bank July 2014 - May 2015
Yale University August 2012 - May 2014
Yale School of Management January 2014 - April 2014
UBS Investment Bank June 2013 - August 2013
Amundi Asset Management March 2012 - June 2012
Crédit Lyonnais Securities Asia (CLSA) December 2007 - November 2011
Skills
Economics, Finance, Financial Analysis, Financial Modeling, Japanese, Financial Services, Equities, Equity Research, Investment Strategies, Valuation, Bloomberg, Investment Banking, Banking, Investments, Emerging Markets, Capital Markets, Corporate Finance, Venture Capital, Project Management, Competitive Analysis, Due Diligence, Market Analysis, Portfolio Management, Asset Management
Education
Yale University 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Yale University 2012 — 2014
Graduate Certificate of Concentration in Development Studies
Middlebury College 2006 — 2006
Japanese Language
University of Florida 2003 — 2006
Bachelor’s Degree, Marketing
International Baccalaureate 1999 — 2003
IB Diploma, IB & AP Curriculum
UBS Investment Bank March 2005 - Present
The University of Texas at San Antonio September 2001 - May 2004
Skills
Equities, Trading Systems, Unix, Business Analysis, SQL, SDLC, Unix Shell Scripting, Market Data, Requirements Analysis, Perl, Quality Center, Bloomberg, Requirements Gathering, XML
Education
The University of Texas at San Antonio 2001 — 2004
MS, Mechanical Engineering
Jawaharlal Nehru Technological University 1997 — 2001
BTech, Mechanical Engineering
Wells Fargo Securities January 2013 - Present
UBS Investment Bank December 2003 - 2011
ABN AMRO Bank N.V. April 2002 - December 2003
ING Barings April 2000 - April 2002
Jefferies & Company 1999 - 2000
Pershing 1986 - 1999
Skills
Prime Brokerage, Hedge Funds, Middle Office, Financial Services, Operational Risk, Leadership, Relationship Management, Operations Management, Account Management, Team Leadership, Building Relationships, Strategic Leadership, Helping Clients Succeed, Organizational..., Leadership Development, Straight Through..., Cost Management, Equities, Governance, Client Facing Skills, Client Service, Offshore Outsourcing, Change Leadership, Mentoring, Leading Large Teams, Personnel Development, Personnel Leadership, Process Efficiency
Education
Iona College
BBA, Finance
Albertus Magnus HS
Boston Ballet September 2013 - Present
CPSD School Cmte 2013 - 2014
CPSD School Cmte 2013 - 2014
Combined Jewish Philanthropies December 2010 - June 2012
Appalachian Mountain Club April 2007 - November 2010
UBS Investment Bank 2003 - 2007
ABN AMRO July 2003 - December 2003
Spear, Leeds & Kellogg 1992 - 2002
Skills
US GAAP, IRS, Non-profits, Financial Reporting, Managerial Finance, Accounting, Financial Analysis, Cash Management, Budgets, Financial Modeling, Internal Controls, Risk Management, Due Diligence, Mergers, Equities, Hedge Funds, Strategic Planning, General Ledger, Staff Development
Education
Columbia Unniversity - Center for Environmental Research and Conservation
Certificate in Conservation Biology and Environmental Economics
Iona College
BS, Accounting
Frasca & Associates, L.L.C. March 2013 - Present
Jefferies LLC March 2009 - March 2013
DEPFA First Albany September 2008 - March 2009
Citi August 2004 - June 2008
First Albany Capital March 2000 - August 2004
UBS Investment Bank August 1997 - March 2000
Dillon Read & Company July 1992 - August 1997
Dean Witter Reynolds December 1985 - July 1992
Education
State University of New York at Albany 1983 — 1985
Master of Business Administration (MBA), Finance, General
Ithaca College 1978 — 1982
Bachelor of Science (BS), Cinema and Photography
FedEx Services October 2013 - Present
UBS Investment Bank 2009 - Present
Wipro Technologies September 2006 - Present
Skills
Testing
Education
Jawaharlal Nehru Technological University 2001 — 2005
B Tech, Electronics and Communications
JPMorgan Chase June 2013 - Present
UBS Investment Bank February 2008 - May 2013
Interactive Data December 2006 - January 2008
IBM May 2003 - December 2006
IBM November 1998 - May 2003
Education
Jawaharlal Nehru Technological University 1993 — 1997
B.TECH, Electrons and Communication
Wipro Technologies Senior Software EngineerWiproMarch 2008 - Present
UBS Investment Bank 2012 - 2012
Skills
Core Java, Spring, Hibernate, Pega PRPC, SQL, Scrum, Oracle, Maven2, Eclipse, Securities, Investment Banking
Education
Jawaharlal Nehru Technological University 2003 — 2007
Bachelor's degree, Computer Science, First
Atomic Energy Central School
UBS Investment Bank August 2012 - Present
UBS Investment Bank June 2010 - August 2012
Education
Iona College 2011 — 2013
Master of Business Administration (MBA), Finance and Financial Management Services, 3.75
Manhattanville College 2008 — 2010
Bachelor of Arts (B.A.), Finance, General, 3.80
Benefit Street Partners April 2015 - Present
FirstKey Lending June 2014 - April 2015
Margules Properties Inc. 2009 - 2010
Dillon Read Capital Management 2006 - 2007
UBS Investment Bank 2001 - 2006
JP Morgan Chase 2000 - 2001
Deutsche Bank Securities 1997 - 1999
UBS Global Asset Management 1993 - 1997
Skills
Asset Managment, Debt, Due Diligence, Real Estate Financing, Valuation, CMBS, Real Estate, Underwriting, Credit Analysis, Private Equity, Structured Finance, Asset Management, Securitization
Education
Ithaca College
BS, Finance & Accounting
SS&C Technologies June 2014 - Present
Wexford Capital LP May 2006 - June 2014
Amaranth March 2004 - May 2006
UBS Investment Bank June 2002 - March 2004
DoubleClick 1999 - 2001
Skills
Hedge Funds, Fixed Income, Interest Rate Swaps, Equities, Swaps, Trading, Derivatives, Bonds, Options, CDS, Settlement, Portfolio Management, Alternative Investments, Fund Of Funds, Bloomberg
Education
Iona College 2012 — 2015
Master of Business Administration (M.B.A.), Accounting, Honors
Central Middle School
Greenwich High School
Iona College
Bachelor’s Degree, Social Work, Cum Laude
J.P. Morgan May 2014 - Present
Goldman Sachs June 2012 - May 2013
Goldman Sachs March 2011 - June 2012
Goldman Sachs March 2010 - March 2011
Goldman Sachs January 2008 - March 2010
Goldman Sachs January 2006 - January 2008
Goldman Sachs November 2001 - January 2006
ING May 2000 - September 2001
UBS Investment Bank October 1998 - May 2000
Skills
Prime Brokerage, Operations Management, Fixed Income, Recruiting, Client Liaison, Building Relationships, Business Strategy, Risk Management, Investment Banking, Securities, Compliance, Training, Procedure Development, Process Improvement, Problem Solving, Leadership, Trading Systems, Valuation, FX Options, Settlement, Electronic Trading, Financial Markets, Derivatives, Back Office, Business Continuity..., Bloomberg, Emerging Markets, Financial Risk, Operational Risk, Capital Markets, Hedge Funds, Equity Derivatives, Trading, Swaps, Options, Credit Risk, Bonds, Corporate Actions, Structured Products, Interest Rate..., Collateral Management, Financial Services, Credit Derivatives, Alternative Investments, Equity Trading, CDS, Market Data
Education
New York University 2013 — 2014
Certificate, International Banking Risk and Regulation
Johnson and Wales University 1994 — 1998
Bachelor of Science (BS), International Business
Saint Petersburg State University of Finance and Economics
International Business
Queen Sofia Spanish Institute
Spanish
Technical Institute of America
Certification of Completion in Microsoft Excel Basic, Excel Expert and PowerPoint
Jefferies & Company January 2013 - Present
UBS Securities Co., Ltd August 2012 - December 2012
UBS Investment Bank June 2011 - June 2012
UBS October 2010 - July 2011
Banco de México November 2006 - September 2010
Education
ITAM 2008 — 2010
Master in Finance
ITAM 2002 — 2007
BA, Economics
Wells Fargo Securities 2008 - Present
UBS Investment Bank 2007 - 2008
Verizon 2006 - 2007
Adaptec 2004 - 2006
Imagination Technologies 2003 - 2004
Skills
Derivatives, Trading Systems, Electronic Trading, Quantitative Finance, Fixed Income, Equities, Low Latency Trading, Java, C++, Product Design
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2010
Master's degree, Mathematical Finance, 3.85/4.0
International Institute of Information Technology 1999 — 2003
Bachelor's degree, Computer Science and Engineering, 9.29/10.0
Barclays Capital September 2010 - Present
Barclays Capital 2010 - Present
Morgan Stanley September 2009 - June 2010
UBS Investment Bank March 1999 - June 2009
Skills
Dodd-Frank Compliance, Fixed Income,...
Education
Iona College 1982 — 1987
Bachelor of Science (BS), Finance, General
Our Lady of Lourdes High School 1978 — 1982
Verus Partners & Co., Inc. 2014 - Present
CIBC World Markets 2006 - 2011
Advanced Technology Ventures 2001 - 2004
UBS Investment Bank 1993 - 2000
Gleacher & Co. Inc. 1990 - 1993
Morgan Stanley 1987 - 1990
Nomura Securities Co. Ltd. 1983 - 1985
Education
Stanford University Graduate School of Business 1985 — 1987
Master of Business Administration (M.B.A.), Business
The University of Western Ontario - Richard Ivey School of Business 1979 — 1983
HBA, Business
Harvest Volatility Management LLC March 2013 - Present
UBS Investment Bank July 2012 - March 2013
UBS Investment Bank February 2008 - April 2011
UBS Investment Bank July 2001 - February 2008
NorthCoast Asset Management (formerly Trendlogic Associates, Inc.) August 1997 - July 2001
Morgan Stanley Smith Barney December 1994 - August 1997
Education
Ithaca College 1990 — 1994
Bachelor of Science, Applied Psychology
RBC Capital Markets February 2014 - Present
UBS Investment Bank September 2010 - September 2013
Bell October 2009 - June 2010
KPMG July 2008 - August 2008
KPMG Corporate Finance Inc. July 2006 - August 2006
Skills
Finance, Investment Banking
Education
Institute of Chartered Accountants of Ontario 2013 — 2013
Chartered Accountant
Institute of Chartered Accountants in England and Wales 2010 — 2013
Chartered Accountant
University of Warwick 2006 — 2009
LLB, Law
Bishop Strachan School
Florida Community Bank July 2012 - Present
BankUnited July 2009 - July 2012
UBS Investment Bank July 2007 - July 2009
Credit Suisse April 2006 - July 2007
Lehman Brothers May 2001 - April 2006
JPMorgan Chase December 1999 - May 2001
Skills
Operational Risk, Credit Risk, Credit, Financial Risk, Risk Management, Market Risk, Basel II, Financial Reporting, Derivatives, Stress Testing, Capital Markets, Equities, Loans, Financial Services, Regulatory Reporting, Risk Assessment, Whole Loan..., Bank Operations, Treasury and Balance...
Education
Thunderbird School of Global Management 1994 — 1996
MBA, Financial Engineering
James Madison University 1990 — 1993
Bachelor's degree, Finance & Economics
Citi June 2014 - Present
UBS Investment Bank April 2013 - March 2014
HSBC Fund Services December 2010 - September 2012
HSBC September 2007 - September 2012
Investors Bank and Trust November 2005 - July 2007
GreySmith July 2005 - November 2005
Skills
Private Equity, Hedge Funds, Partnership Accounting, Microsoft Office, Mutual Funds, Bloomberg, Account Reconciliation, Accounting, Fund Accounting, Financial Analysis, Fund Of Funds, Fund Administration
Education
Johnson and Wales University 2000 — 2005
Bachelors of Science, Accounting
Old Hill Partners 2009 - Present
NewStar Financial April 2005 - December 2007
UBS Investment Bank 2002 - 2004
Bank of America Securities 1998 - 2002
Skills
Valuation, Structured Finance, Hedge Funds
Education
James Madison University
Bachelor of Science (B.S.)
SKiPAN SaaS March 2013 - Present
Aspired Solutions January 2012 - February 2013
Openwave Systems May 2010 - December 2011
Premier IT Solutions September 2008 - January 2010
UBS Investment Bank July 2005 - May 2008
Skills
Salesforce.com..., Salesforce.com..., Salesforce.com..., Salesforce.com..., Salesforce Administrator, SOQL, Apex Programming, Apex Data Loader, Visual Force, Apex Triggers, SFDC, JavaScript, Java Enterprise Edition, Core Java, Oracle Applications, Oracle E-Business Suite, SQL, PL/SQL, Web Services, Workflow, SFDC Developer, Oracle Reports, Advanced Java
Education
Jawaharlal Nehru Technological University 2001 — 2005
Bachelor of Technology (B.Tech.), Computer Science