Experience
Morgan Stanley  March 2015 - Present
UBS Securites , LLC ( Wealth Management)   March 2014 - September 2014
Guy Carpenter (Marsh McLennan Company),   June 2013 - February 2014
UBS Investment Bank   October 2004 - December 2012
GETTENBERG CONSULTING – Accounting Consultants / Broker Dealers / NYSE, New York, NY   June 2002 - August 2004

Skills
Accounts Payable, Account Reconciliation, Vendor Management, Accounts Receivable, Banking, Corporate Finance, Bank Reconciliation, Investment Banking, Payroll, Microsoft Word, Customer Satisfaction, Invoice Processing, Middle Office, Intranet, Analysis, Global General Ledger..., Purchase Orders-..., Business Objects, Infometrix (Request..., Adagio Accounting System, Quickbooks Pro, Windows 2000 and XP, Microsoft Outlook, Microsoft Excel..., Procedures Manual, Optima ( Accounts..., Product Control, Banker Portal, HP Client Services, Markview Web Inbox (..., Markview Inquiry, HP PPM Consultant Entry, HP PPM Create new..., Travel and Expense, Business Control Unit..., Windows 7, Constultworks /CAI, Client Billing, Contract Analysis, Capital IQ, Thomson One Analytics, HPPM_Portfolio and..., Financial Analysis, Business Intelligence, Created pre-formatted..., Relationship Management..., General Ledger Coding, Monthly , Quarterly and..., Bloomberg, Accounting

Education
Kingsborough Community College
Bookkeeper Certificate, Liberal Arts Major (including 12 accounting credits)

Experience
Flynn Holdings   June 2011 - Present
Starwood Capital Group  May 2010 - August 2010
Hamilton Lane  2007 - 2009
Liquid Realty Partners  2005 - 2007
UBS Investment Bank   2003 - 2005

Skills
Real Estate Private..., Private Equity, Asset Managment, Investments, Mergers, Capital Markets, Acquisitions, Strategy, Valuation, Investment Strategies, Capital Raising, Due Diligence, Real Estate

Education
University of California, Berkeley - Walter A. Haas School of Business   2009 — 2011
MBA

Lehigh University   1999 — 2003
Bachelor of Science (B.S.), Economics

Experience
University of Chicago Medical Center  June 2011 - Present
UBS Investment Bank   January 2007 - October 2009
Perot Systems  January 1996 - December 2006

Skills
Project Management, Business Analysis, Vendor Management, Process Improvement, SDLC, Data Center, Contract Negotiation, IT Management, Networking, Integration, ITIL

Education
Kent State University   1986 — 1992
BA, MA, Political Science

Experience
Blank Rome LLP  May 2014 - Present
Depository Trust & Clearing Corp  2011 - 2012
UBS Investment Bank   2005 - 2011
Citi  2001 - 2005
Citi  2001 - 2005
O'Melveny & Myers LLP   1998 - 2001
Jones Day  1995 - 1998
Simpson Thacher & Bartlett LLP  1985 - 1995

Skills
Capital Markets, Securities, Mergers & Acquisitions, Investment Banking, Corporate Governance, Equities, Due Diligence, Corporate Law, Securities Regulation, Restructuring

Education
University of Pennsylvania   1982 — 1985
Doctor of Law (J.D.)

Lehigh University   1978 — 1982
Bachelor of Science (BS) Finance

Experience
J.P. Morgan   January 2014 - July 2015
Goldman Sachs  August 2011 - November 2013
UBS Investment Bank   October 2009 - July 2011
GFX Group SA (Forex.ch)   May 2009 - September 2009
BNP Paribas  April 2008 - October 2008
Hinduja Bank (Switzerland) Ltd   June 2007 - September 2007
State Street  May 2006 - August 2006

Skills
Derivatives, Equities, Private Banking, FX Options, Interest Rate..., Product Control, Financial Services, Investment Banking, Banking, Options, French, Market Risk, Commodity, Oil/Gas, Commodity Markets, Oil & Gas Industry, Base Metals, Emerging Markets, Commodity Risk..., Bonds, Precious Metals, FX, Swaps, Equity Swaps, Middle Office, Risk Management, Equity Derivatives, SAP, Murex, FX Derivatives, P&L Analysis, Microsoft Office, Bloomberg, Cash Flow, Online Brokerage, Brokerage, Brokers, Structured Products, Reporting & Analysis, Futures, Forwards, Index Options, Index Arbitrage, Risk Analytics

Education
Rutgers, The State University of New Jersey-Newark   2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General

Université Paris Sud (Paris XI)   2007 — 2008
Master in Strategy and Financial Engineering, Finance

Karlstad University   2006 — 2007
Master 1 Bank Finance and Risk Management, Finance

Université Lumière (Lyon II)   2005 — 2006
Bachelor in Banking Finance and Risk Management, Finance

Université Bordeaux I   2003 — 2005
DUT Gestion Administrative et Commerciale

Lycée J.Amyot   2000 — 2003
Baccalauréat Sciences Economiques et Sociales, Economics

Experience
Deutsche Bank Securities  April 2014 - Present
PwC  September 2012 - April 2014
Bank of America  September 2011 - September 2012
UBS Investment Bank   August 2010 - August 2011
The Vanguard Group, Inc  June 2008 - May 2010

Skills
Counterparty Risk, Credit Risk, Risk Management, Market Risk, VAR, Trading, Basel III, CCAR, ISDA, Credit Derivatives, Interest Rate..., Exchange Traded..., FX Derivatives, Enterprise Risk..., Operational Risk, Mark to Market, Credit Analysis, EEPE, EPE, PE, CE, Margin, Netting

Education
St. Mary's University College UK - School of Management
Post Graduate Certificate, International Business Management, Honors

Kutztown University of Pennsylvania
Bachelor of Science, Psychology; Industrial/Organizational Psychology

Experience
UBS Investment Bank   June 2013 - Present
Dresner Partners  November 2011 - June 2013
Amherst Partners, LLC   May 2010 - October 2011
Vanderbilt University  August 2008 - May 2011

Skills
Valuation, Investment Banking, Due Diligence, Mergers, DCF, Capital IQ, LBO, Financial Modeling, Corporate Finance, Financial Analysis, Business Valuation, Economics

Education
Vanderbilt University   2008 — 2011
BA, Economics and History Honors

Kenyon College
Economics

Experience
RGIS  2009 - Present
Societe Generale  January 2005 - October 2008
UBS Investment Bank   1999 - 2005
Spear Leeds and Kellogg  1997 - 1998
CHASE/CHEMICAL BANK   January 1996 - January 1997
Bank Leumi  January 1995 - January 1996
GRUNTAL AND COMPANY INCORPORATED   January 1994 - June 1995
DTCC  1986 - 1994
Drexel Burnham Lambert  1982 - 1986
Paine Webber  1981 - 1982

Skills
Account Reconciliation, Banking, Accounting, General Ledger, Auditing, Derivatives, Accounts Payable, Financial Statements, PeopleSoft, Fixed Income, Equities, Financial Analysis, Internal Audit, Securities, Budgets, Financial Services, Finance, Analysis, FX Options, Process Improvement, Cash, Trading, Forecasting, Cash Management, Back Office, Options, Bank Reconciliation, Accruals, Business Analysis, Bonds, Accounts Receivable, Monthly Close, Oracle, Brokerage, Internal Controls, Treasury Management, Spreadsheets, Financial Reporting, Journal Entries, GAAP, Cash Flow, Financial Accounting, Variance Analysis, Cost Accounting, Cognos ReportNet, Operations Analyst, Trade Support, Futures, Workflow, cash reconciliation

Education
City University of New York The College of Staten Island   1991 — 1993
Bachelor of Science Degree, Accounting

Kingsborough Community College   1977 — 1980
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies

Experience
UBS  March 2015 - Present
UBS Investment Bank   March 2013 - March 2014
Foresight Securities and Investment Ltd   September 2009 - September 2011

Skills
Microsoft Office, Customer Service, Financial Analysis, Financial Reporting, Investment Banking, Asset Managment, Derivatives, SAS programming, SPSS, Investment Advisory, Capital Budgeting, Financial Risk, Bloomberg

Education
Lancaster University   2011 — 2012
Masters degree, Finance

University of Lagos   2006 — 2009
Bachelor of Science (BSc), Business Administration, Second Class Upper Division

University of Lagos   2005 — 2006
Diploma, Business Administration

Experience
BMO Capital Markets  January 2015 - Present
UBS Investment Bank   March 2010 - January 2015
Yale University, School of Management  August 2004 - March 2010
American Technology Research  September 2002 - August 2004
Soundview Technology Group  January 1999 - August 2002
Merrill Lynch  May 1994 - December 1998
Mabon Securities  1993 - 1993
T. Rowe Price  May 1990 - May 1992
Morgan Stanley  October 1987 - August 1990

Skills
Equities, Investments, Recruiting, Career Counseling, Career Development..., Management, Strategy, Trading, Sales, Investment Banking, Series 7 & 66, Risk Management, Securities, Financial Services, Portfolio Management, Hedge Funds, Capital Markets, Financial Modeling, Valuation

Education
Lehigh University
BA

University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA

Experience
Johns Hopkins University  August 2010 - Present
UBS Investment Bank   June 2011 - August 2011
Moody's  November 2005 - July 2010
Cisco Systems  April 2003 - October 2005

Skills
Bloomberg, Financial Modeling, Statistics, Data Analysis

Education
The Johns Hopkins University - Carey Business School   2010 — 2012
MBA, Business Administration

Keio University   1999 — 2003
B.A., Economics

University of Cambridge   2000 — 2000
Exchange Program

Experience
GE Capital  October 2014 - Present
McLagan  April 2012 - October 2014
McLagan  September 2010 - March 2012
Morgan Stanley  March 2010 - August 2010
UBS Investment Bank   July 2008 - May 2009
Goldman Sachs  June 2007 - August 2007

Skills
Data Analysis, Deferred Compensation, HR Policies, Microsoft Excel, Analysis, Management, CRM, Access, Microsoft Office, Finance, Human Resources, SAP BusinessObjects

Education
University of Maryland College Park   2003 — 2007
B.S. & B.A., Finance, International Business, and Japanese

慶応義塾大学   2005 — 2006
Japanese

Experience
Founders Equity   January 2011 - Present
Houlihan Lokey  August 2008 - September 2010
SK Capital Partners  2010 - 2010
UBS Investment Bank   November 2000 - February 2008
PaineWebber  April 1997 - November 2000
Prudential Securities, Inc  March 1986 - April 1997
Merrill Lynch  1984 - 1986
EF Hutton  1981 - 1983

Skills
Banking

Education
Kingsborough Community College   1979 — 1981
Associates, Early Childhood Education

FDR High School   1976 — 1979

Montauk Junior High School

Experience
The Lauder Institute, University of Pennsylvania   November 2014 - Present
Caja Rural Los Andes   November 2010 - Present
Grameen Foundation  May 2005 - Present
Citi  2004 - 2007
Citi  2002 - 2004
UBS Investment Bank   1996 - 1999
Bankers Trust  August 1992 - August 1996
AT&T Microelectronics  August 1984 - May 1990

Skills
Investment Banking, Mergers & Acquisitions, Financial Analysis, Venture Capital, Strategic Partnerships, Strategic Planning, Business Strategy, Strategy, Private Equity, Corporate Development, Mergers, Start-ups, Emerging Markets, Valuation, Social Entrepreneurship, Microsoft Excel, Entrepreneurship, Management Consulting, Business Planning, Social Impact

Education
University of Pennsylvania - The Lauder Institute   1990 — 1992
Master's Degree, International Studies

University of Pennsylvania - The Wharton School   1990 — 1992
Master of Business Administration (MBA), International Finance

Lehigh University   1984 — 1989
Master of Science (M.S.), Microelectronics

The University of North Dakota   1981 — 1984
Bachelor of Science (B.S.), Electrical Engineering

Colegio San José, Ica, Perú   1968 — 1979
High School Graduate

Experience
Rosewood Hotels & Resorts  April 2015 - Present
The Hotel Cascada   November 2014 - April 2015
SMG - Albuquerque Convention Center   July 2014 - November 2014
Sheraton Albuquerque Uptown  February 2012 - June 2014
Hilton Worldwide  January 2010 - February 2012
Buffalo Thunder, Pojoaque Gaming, Inc.   January 2008 - December 2009
UBS Investment Bank   December 2004 - November 2007

Skills
PeopleSoft, SAP, Great Plains Software, Resorts, Restaurants, Food & Beverage, Banquets, Payroll, Forecasting, Financial Reporting, Variance Analysis, Internal Controls, Cost Accounting, General Ledger, Accounting, Sarbanes-Oxley Act, Financial Accounting, Financial Analysis, Balance, Accounts Receivable, Accounts Payable, Financial Statements, Auditing, Revenue Analysis, Budgets, Yield Management

Education
The University of New Mexico   2013 — 2015
Master of Business Administration (MBA), Accounting and Business/Management, TBD

University of Denver College of Law   1997 — 1998
Graduate Tax Program, Tax Law

Kent State University   1994 — 1997
Bachelors of Business Administration, Accounting, 3.77

Experience
Markit  August 2015 - Present
Clarient Global LLC  October 2014 - July 2015
Barclays  May 2011 - October 2014
Goldman Sachs  2005 - 2011
UBS Investment Bank   2001 - 2005
Lehman Brothers  1998 - 2001

Education
Institute for Professional Excellence in Coaching   2013 — 2014
Certification

Kean University   1993 — 1996
Bachelor's Degree, Communications, Broadcasting

Experience
Scivantage  March 2014 - Present
Scivantage  May 2013 - February 2014
Scivantage  May 2012 - April 2013
Scivantage  September 2011 - May 2012
Scivantage  October 2010 - August 2011
Infosys  July 2006 - January 2010
UBS Investment Bank   January 2007 - September 2009

Skills
Business Analysis, Technology Analysis, Software Project..., Product Management, Product Development, Core Java, Perl, Process Management, Sales Operations, Client Relations Skills, J2EE Application...

Education
Lehigh University   2002 — 2006
BS, Computer Engineering

Experience
BMO Capital Markets  March 2014 - Present
CRT Capital Group  January 2012 - February 2014
MF Global  May 2009 - November 2011
UBS Investment Bank   May 1994 - May 2009
Morgan Stanley  February 1992 - May 1994

Skills
Fixed Income, Series 7, Series 63, Bloomberg, Bonds, Electronic Trading, Trading, Financial Markets

Education
Lehigh University   1987 — 1991
BS, Economics

Mercersburg Academy   1983 — 1987
High School

Experience
Deutsche Bank  June 2015 - Present
UBS Investment Bank   December 2013 - June 2015
U.S. House of Representatives   May 2013 - December 2013
Democratic State Committeewoman Debra Cooper for NYC Council (District 6)   August 2013 - September 2013
Apple  November 2011 - August 2013
United States Senate  January 2013 - May 2013
Office of Governor Dannel P. Malloy  March 2011 - March 2011
Attorney General Richard Blumenthal for U.S. Senate   June 2010 - August 2010
University of Connecticut Foundation  April 2008 - October 2009

Skills
International Relations, Political Science, Foreign Policy, Research, Writing, Microsoft Office, Public Policy, Domestic Politics, Composition, Public Speaking, Analysis, Political Campaigns, International Political..., European politics, Politics, Political Economy, Asian Studies, European Union, European Studies, Energy Policy, International Trade, American Politics, Music Production, Radio Broadcasting, Radio Host, Radio Producing, Political Risk Analysis, Economics, Government, Policy, Policy Analysis, Management

Education
King's College London, U. of London   2011 — 2013
Master of Arts with Merit, International Political Economy

The University of Connecticut   2007 — 2011
Bachelor of Arts (B.A.), Political Science and English

Joel Barlow High School   2003 — 2007

Experience
Teroforma  August 2006 - Present
UBS Investment Bank   June 1999 - March 2006
CREST  October 1998 - May 1999
Sonnenblick-Goldman  October 1996 - July 1997
United Nations  June 1996 - October 1996

Skills
Strategic Planning, Creative Direction, Product Development, Sourcing, Negotiation, Contract Manufacturing, Team Management, Project Management, Corporate Finance, Financial Analysis, Management, Entrepreneurship, Strategy, Business Strategy, Mergers & Acquisitions, E-commerce, Leadership

Education
University of Gothenburg   1997 — 1999
MSc, Finance and Accounting

Lafayette College   1992 — 1996
A.B., English Literature

Rye High School   1988 — 1992
HS Diploma, General Studies

Experience
Barclays Capital  October 2014 - Present
J.P. Morgan   November 2009 - September 2014
Sterne Agee  March 2009 - November 2009
UBS Investment Bank   March 2000 - March 2009
Han-Padron Associates  May 1994 - March 2000

Skills
Equities, Series 7, Offshore Drilling, Capital Markets, Investment Banking, Hedge Funds

Education
Stevens Institute of Technology   1997 — 1999
Master of Engineering (MEng), Civil Engineering

The University of Connecticut   1992 — 1994
Master of Science (MS), Ocean Engineering

Lehigh University   1989 — 1992
Bachelor of Science (BS), Electrical Engineering

Thayer Academy   1985 — 1988

Experience
CREO Capital Partners, LLC   April 2007 - July 2015
Anthem Venture Partners   September 2002 - April 2007
UBS Investment Bank   March 1994 - February 2002
Ofer Diamond Corporation   July 1993 - March 1994
The Dime Savings Bank of New York, FSB  August 1989 - July 1993

Skills
High Level Of..., Client Liason, Prioritize Workload, Skilled Multi-tasker, Microsoft Office, Outlook, Gatekeeper, Dictaphone, Speedwriting, Research, Internet Savvy, Filing, tenant management, Property Management, Travel Management, desktop deposits, pet care, Event Planning, Meeting Scheduling, call screening, Microsoft Word, Microsoft Excel, Management

Education
Katharine Gibbs School

Experience
Big Heart Pet Brands  April 2015 - Present
Apollo Education Group  February 2015 - Present
Apollo Education Group  February 2014 - February 2015
Big Heart Pet Foods (formerly Del Monte Foods)   May 2013 - January 2014
Big Heart Pet Brands (formerly Del Monte Foods)   August 2010 - May 2013
Big Heart Pet Brands (formerly Del Monte Foods)   October 2008 - August 2010
L'Oréal   December 2007 - October 2008
L'Oréal   November 2005 - December 2007
BASES  November 2004 - November 2005
UBS Investment Bank   June 2002 - August 2002

Skills
Customer Insight, Management, Market Research, Marketing Research, Marketing Strategy, Product Development, Consumer Products, Marketing, Competitive Analysis, Brand Management, Marketing Management, Sales, Brand Development, Market Analysis, Shopper Marketing

Education
Thunderbird School of Global Management   2002 — 2003
MBA, Finance

Kalamazoo College   1995 — 1999
BA, African Studies

Experience
Dataminr, Inc.   July 2014 - Present
MSCI Inc.  January 2011 - July 2014
MSCI Inc.  June 2009 - November 2010
MSCI Inc.  July 2008 - June 2009
UBS Investment Bank   December 2007 - February 2008
UBS Wealth Management  December 2007 - February 2008

Skills
Fixed Income, Portfolio Management, Bonds, Hedge Funds, Risk Management, Sales Presentations, Equities, Portfolio Performance..., Application Portfolio..., Cold Calling, Sales Prospecting

Education
Lafayette College   2004 — 2008
Bachelor Degree, Mathematics and Economics

Experience
UBS Investment Bank   March 2015 - Present
JRI America Inc.  September 2013 - February 2015
COCC - CT On-Line Computer Center   June 2012 - September 2013
Berkshire Bank, CBT Region   February 2007 - June 2012
The Bank of Southern Connecticut  August 2005 - February 2007
Bank of America  2000 - 2005

Skills
Commercial Banking, Cash Management, Internet Banking, ACH, Lockbox, Account Reconciliation, Positive Pay, Wire, Sweep Accounts, Account Analysis, Merchant Services, Relationship Management, Trade Show Presentations, Product Demonstration, Finance System..., Financial Analysis, Loans, Treasury Management, Banking, Commercial Lending, Vendor Management, Deposits, Business Development, Product Management, Finance, Financial Services

Education
Rice University   2012 — 2012
Certificate of Achievement, Certified Treasury Professional Course

Laguardia Community College   1988 — 1989
Telecommunications, Telecommunications

Experience
The ExOne Company  March 2015 - Present
Janney Montgomery Scott  June 2012 - February 2015
Collins Stewart LLC  November 2011 - February 2012
Capital Counsel LLC  2010 - April 2011
FTN Equity Capital Markets  2006 - 2010
Fulcrum Global Partners  2003 - 2005
UBS Investment Bank   1999 - 2003
Donaldson, Lufkin & Jenrette   1998 - 1999
Sikorsky Aircraft  1991 - 1998

Skills
Mergers & Acquisitions, Equities, Equity Research, Hedge Funds, Series 7, Valuation, Capital Markets, Bloomberg, Financial Modeling, Investments, Portfolio Management, Asset Management, Alternative Investments, Mergers, Investment Banking, Securities, Fixed Income

Education
Lehigh University   1997 — 2000
BSME, Mechanical Engineering

The University of Connecticut School of Business   1992 — 1996
MBA, Finance

Experience
New York State Department of Financial Services  December 2013 - Present
Independent Consultant  May 2011 - December 2013
BNY Mellon Corporation  February 1999 - May 2011
Deutsche Bank  February 1998 - February 1999
UBS Investment Bank   February 1994 - February 1998
Bank of New York  July 1987 - February 1994
Bear Stearns  February 1986 - February 1987
Spencer Gifts  September 1983 - September 1986

Skills
Fixed Income, Bloomberg, Equities, Securities Lending, Financial Services, Securities, Corporate Actions, Settlement, Asset Management, Middle Office, Finance, Operations Expertise, Collateral Management, Investment Management, Asset Managment, Structured Products, Cash Management, AML, Capital Markets, Trading Systems, DTC, Mutual Funds, Money Market, Operational Risk, Financial Analysis, Documentations, Global Custody, Process Improvement, KYC, Operations Management, Anti Money Laundering, Retail Management, Organizational..., Procedural Documentation, Bank Secrecy Act, Financial Regulation, Electronic Funds..., Counterparty Risk, Leadership, Banking

Education
CUNY- The College of Staten Island   1992 — 1994
Bachelor of Science Degree, Business Management and Finance

Kingsborough Community College   1981 — 1984
Associates degree, Retail Business Management

Samuel J Tilden HS.   1977 — 1981
Regents Diploma, Political Science and Government

Experience
RB  July 2015 - Present
RB  July 2014 - July 2015
Reckitt Benckiser  July 2012 - July 2014
RBS  April 2011 - July 2012
RBS  September 2010 - April 2011
RBS  March 2010 - September 2010
RBS  September 2009 - March 2010
UBS Investment Bank   June 2007 - August 2007

Skills
Basic French, Digital Marketing, Direct Marketing, Customer Insight, Competitive Analysis, Brand Management, Brand Architecture, Digital Strategy, Stakeholder Management, Proposition Development, Strategy, Email Marketing, Marketing, Campaign Management, Website Development, Online Marketing, Online Advertising, FMCG, Social Media Marketing, SEM, SEO, Google Analytics

Education
IDM - Institute of Direct and Digital Marketing   2012 — 2012
Introduction to Digital Marketing

CIM - Charted Institute of Marketing   2010 — 2011
Professional Diploma in Marketing

Lancaster University   2005 — 2008
1st Class Hons

Trinity School Carlisle   1998 — 2005

Experience
Atlantic Records; A Warner Music Company   June 2015 - Present
Atlantic Records; A Warner Music Company   January 2014 - June 2015
Atlantic Records; A Warner Music Company   August 2013 - December 2013
Fox Entertainment Group  January 2013 - January 2013
Nickelodeon; A Viacom Company   May 2012 - August 2012
Lafayette College  September 2011 - June 2012
Catapult Marketing  January 2012 - January 2012
MTV Networks; A Viacom Company  May 2011 - August 2011
UBS Investment Bank   January 2011 - January 2011

Skills
Microsoft Excel, Facebook, Illustrator, Photoshop, Outlook, Digital Media, Social Media, Video Editing, PowerPoint, Social Media Marketing, Microsoft Office, Digital Marketing, Marketing, Media Relations, Social Networking, Video Production, Adobe Creative Suite, iPhoto, Web Design

Education
Lafayette College   2009 — 2013
Bachelor of Arts, Art History Major, Film and Media Studies Minor

Ridgewood High School   2006 — 2009

Experience
Jefferies & Company  June 2012 - Present
Barclays Capital  September 2009 - April 2012
Barclays Capital  May 2003 - September 2009
UBS Investment Bank   June 1997 - May 2003
UBS Investment Bank   1997 - 2003

Skills
High Yield, Credit Derivatives, Structured Products, ABS, Special Situations

Education
Lake Forest Graduate School of Management   1994 — 2007
MBA, Business

Lake Forest College   1985 — 1989
BA, Business, Economics

Experience
Kalicun.com   2009 - Present
Kyron, Inc.   March 2014 - April 2015
CollabRx, Inc.   May 2010 - February 2014
TrueInsider, Inc.   October 2009 - June 2010
mywaves   November 2007 - December 2008
PowerReviews  January 2006 - November 2007
Fitch Ratings  April 2005 - September 2005
UBS Investment Bank   April 2004 - April 2005
Goldman Sachs Asset Management  June 2000 - February 2004
UBS Investment Bank   June 1996 - June 2000

Skills
Getting Stuff Done, Requirements Analysis, Object Oriented Design, Ruby on Rails, MySQL, jQuery, JavaScript, JSON, HTML, AJAX, Git, XML, XSLT, Web Services, Amazon S3, EBS, Apache, MVC, Linux, CSS, SQL, Databases, Java, Agile, Subversion, Agile Methodologies, Hibernate, Java Enterprise Edition

Education
Kingston University   1989 — 1994
Hons BSC, Computer Science

Experience
Goodwin Procter LLP  February 2012 - Present
New York Dept of Health, National Quality Center   June 2011 - September 2011
FAIR Health Inc.  April 2010 - January 2011
New York State of Health   February 2009 - April 2010
UBS Investment Bank   November 2007 - December 2008
UBS  November 1999 - November 2007
Cornerstone Strategic Branding, Inc   May 1999 - October 1999
Cathy Callegari, Public Relations, Inc   January 1997 - May 1999

Skills
Accountability, Administrative Support, Administration, Conferences, Outlook, Team Oriented, Interviews, Administrative..., System Administration, Recruiting, Team-oriented, Events, Office Management, Access, Customer Service, Microsoft Excel, Public Speaking, Microsoft Office, Teamwork, Marketing, Management, Leadership, Administrative..., Employee Benefits, Human Resources

Education
Fashion Institute of Technology, State University of New
Associate of Applied Science and Bachelor of Science, Fashion Merchandising & Marketing

Landmark Education

Experience
UBS Investment Bank   April 2015 - Present
Infineum  September 2012 - Present
Infineum  May 2010 - August 2012
Infineum  April 2008 - April 2010
Infineum  2006 - 2008

Skills
Process Engineering, Manufacturing, Chemistry, Chemical Engineering

Education
New York University, Stern School of Business   2009 — 2012
MBA, Finance and Strategy

Lehigh University   2002 — 2006
BS, Chemical Engineering

Experience
J.P. Morgan Chase Bank N.A.   April 2013 - Present
Chicago Booth Alumni Club of San Francisco   January 2012 - Present
International Foundation for Korea University   January 2010 - Present
J.P. Morgan   August 2007 - March 2013
KOREA TRADE CENTER (KOTRA)   April 2004 - May 2005
UBS Investment Bank   October 1999 - March 2004

Skills
Alternative Investments, Hedge Funds, Investment Banking, Private Banking, Wealth Management, Investment Management, Private Equity, Fixed Income, Client Development, Equities, Personal Financial..., Family Office, Intergenerational..., Asset Allocation, Capital Markets, Strategy

Education
The University of Chicago - Booth School of Business   2005 — 2007

Korea University   1994 — 1999
BA

Experience
Bridgewater Associates  January 2015 - Present
UBS Investment Bank, Stamford, CT   2009 - January 2015
UBS Investment Bank   March 2007 - July 2009
Ovid Technologies Ltd.   March 2005 - March 2007
SITA ATS Ltd.   October 2003 - March 2005
SITA ATS Ltd.   October 1998 - September 2003

Skills
Eclipse, Java Enterprise Edition, Java, Subversion, UML, Software Development, SQL, JavaScript, XSLT, HTML, JavaSE, Selenium, IntelliJ IDEA, Team Leadership, Project Planning, Spring, Agile Methodologies, Hibernate, Maven, Test Driven Development, JUnit, Scrum, Tomcat

Education
Keele University   1995 — 1998
BSc (2.1), Computer Science and Philosophy

Experience
Amazon Web Services  July 2015 - Present
T. Rowe Price  November 2013 - June 2015
FINRA ( Formerly Known as NASD)   October 2003 - November 2013
IFC (The World Bank Group)   September 2002 - October 2003
UBS Investment Bank   September 2001 - September 2002
Priceline.com  March 2000 - September 2001
Surya Infotech   September 1997 - March 2000

Skills
Cloudera Certified..., Certified Scrum Master..., Project Portfolio..., Agile Project Management, Business Intelligence, Data Warehouse..., Database Development, Database Modeling, Database Administration, Database Design, Performance Tuning, Hadoop, Pig, Hive, Map reduce, HBase, SOA, ESB, Apache Pig, MapReduce, Databases, Weblogic, Software Development, Big Data, Oracle, Data Modeling, Data Architecture, ETL, Scrum, Agile Methodologies, Data Warehousing, SDLC, Integration, SQL, Requirements Analysis, Enterprise Architecture, Software Project..., Enterprise Software, Data Integration, Cloud Computing, Unix, Business Analysis, Architecture, DB2, IT Strategy

Education
Kuvempu Vishwavidyanilaya   1993 — 1997
B.E

Narayana College, Nellore   1991 — 1993
Intermediate ( 10+2)

Experience
JPMorgan Chase  August 2013 - Present
Bank of America Merrill Lynch  2008 - Present
UBS Investment Bank   2006 - 2008
IBM  2003 - 2006
J&B Software  2002 - 2003
Sabre Airline Solutions  2000 - 2002

Skills
SDLC, Business Analysis, Trading Systems, Middle Office, Sybase, SQL, Requirements Analysis, Oracle, Investment Banking, Fixed Income, Requirements Gathering, Software Project..., Unix, Quality Center, Equities

Education
Southern Methodist University   1998 — 2000
MS, Computer Science

Karnatak University   1992 — 1996
B.S., Electrical & Electronics Engineering

St. Xaviers

Experience
Southridge Technology Grp LLC   October 2007 - Present
A.T. Clayton, Inc.   March 2005 - October 2007
Independent Financial Marketing Group (IFMG)   2004 - 2005
UBS Investment Bank   2000 - 2005
IBM  September 1995 - March 2000
General Electric Computer Service  October 1994 - September 1995

Skills
Infrastructure..., Linux, Microsoft Operating..., Virtualization, Technical Support, Unix, XP, Hardware, Active Directory, Software Installation, Computer Hardware, ITIL, Disaster Recovery, Servers, VMware, Troubleshooting, Microsoft Exchange, DNS, Backup Exec, IT Management, Blackberry Enterprise..., VPN, Windows Server, Windows 7, Network Administration, Operating Systems, Citrix, VMware ESX, System Deployment, Windows XP, Blackberry, DHCP, Microsoft Technologies, IT Operations

Education
LaGuardia Community College   1992 — 1994

Experience
Société Générale   2012 - 2015
Société Générale   2012 - 2015
UBS Investment Bank   May 2010 - October 2012
Barclays Capital  September 2008 - June 2010
Lehman Brothers  2007 - June 2010
Morgan Stanley  2004 - 2007
Instinet Corporation  1997 - 2004

Skills
Electronic Trading, Equities, Options, Hedge Funds, FX Options, Fixed Income, Sales, Derivatives, Trading Systems, Capital Markets, Series 7, Bloomberg, Business Strategy, Trading

Education
Lehigh University   1989 — 1993
BA, History

Experience
Applied Dynamic Solutions, LLC (ADS)   October 2014 - Present
JPMorgan Chase  September 2012 - September 2014
Citi  November 2010 - September 2012
Credit Suisse  April 2009 - October 2010
UBS Investment Bank   August 2007 - January 2009
Credit Suisse  March 2004 - July 2007
Bouras Industries   March 2003 - March 2004
Beast Financial Systems   March 1997 - December 2002

Skills
WPF, C#, .NET, WCF, Design Patterns, Web Services, SOA, SDLC, Agile Methodologies, XML, Java, Object Oriented Design, ASP.NET, Software Development, Software Project..., Microsoft SQL Server, SQL, Business Analysis

Education
Lehigh University   1984 — 1988
BS, Electrical Engineering

Experience
Cloudera  May 2014 - Present
Intuit  July 2013 - Present
Informatica  October 2011 - Present
Informatica  February 2010 - October 2011
Barclays  March 2008 - February 2010
Barclays Global Investors  2008 - 2010
Fidelity Investments  May 2007 - April 2008
UBS Investment Bank   2006 - 2007
Sony Ericsson  October 2005 - October 2006
Wipro Technologies  June 2002 - October 2005

Skills
Agile Methodologies, Perl, Unix, Maven, Ant, Release Management, ClearCase, Perforce, SDLC, Oracle, Java, Tomcat, Unix Shell Scripting, Shell Scripting, JIRA, Weblogic, Subversion, Java Enterprise Edition, Eclipse, SOA, CVS, Spring, Cloud Computing, Databases, Scrum, JBoss Application Server, Chef

Education
Kurukshetra University   1997 — 2001

SDM School Sonipat   1985 — 1996

Experience
UBS Investment Bank   July 2014 - Present
Nomura Securities Intl.  July 2010 - July 2014
Oppenheimer & Co. Inc   June 2008 - July 2010
Lehman Brothers  July 2006 - March 2008

Skills
Equities, Financial Analysis, Bloomberg, Financial Modeling

Education
Lafayette College   1996 — 2000

Experience
UBS Investment Bank   February 2010 - Present
CGI  April 2008 - February 2010
CGI  September 1998 - March 2008
CGI  August 1994 - August 1998
CGI  July 1992 - July 1994
ICIM Ltd.   June 1988 - June 1992

Education
University of Pune   1985 — 1988
MCA, Computer Applications

University of Pune   1982 — 1985
B Sc, Mathematics

Kendriya Vidyalaya   1979 — 1982
Mathematics, Science

Kendriya Vidyalaya   1978 — 1979

Kendriya Vidyalaya   1970 — 1978

Experience
Jet Capital Management   March 2011 - Present
Gleacher Partners  February 2009 - February 2011
Credit Suisse  September 2006 - December 2008
UBS Investment Bank   July 2005 - August 2006

Skills
Hedge Funds, Event Driven, Financial Modeling, Equities, Mergers & Acquisitions, Investments, Fixed Income, LBO, DCF, Trading, Investment Banking, Capital Markets, Divestitures, Valuation, Bloomberg, Analysis

Education
Lehigh University   2004 — 2005
Master of Science, Statistics

Lehigh University   2000 — 2004
Bachelor of Science, Integrated Business and Engineering Honors Program

Experience
Credit Suisse Securities  April 2010 - Present
Wells Fargo, Charlotte, NC   October 2008 - April 2010
New York University (NYU), New York, NY   April 2008 - October 2008
Peoples United Bank, Bridgeport, CT   February 2007 - March 2008
UBS Investment Bank   January 2006 - February 2007

Skills
Spring, Struts, Hibernate, Weblogic, Ant, Java, J2EE, JSF, Web Services, Websphere, JMS, JSP, Java Enterprise Edition, SDLC, Spring Framework, Tomcat, WebLogic, WebSphere

Education
Kakatiya University   1997 — 2000
M.S - Masters in Computer Applications, Computer Applications

Kakatiya University   1994 — 1997
B.S - Bachelors of Science, Maths, Statistics and Computer Science

Experience
Deutsche Bank  June 2010 - Present
LaBranche & Co.   May 2009 - April 2010
UBS Investment Bank   June 1993 - May 2009

Skills
Equities, Trading Systems, Electronic Trading, Hedge Funds, Equity Trading, Series 7, Series 63, Series 24, Market Making, Mutual Funds, Bloomberg, Trading, Trading Strategies, Risk Management, Relationship Management, Financial Markets, Structured Products, ETFs, FINRA, Securities, Emerging Markets

Education
Lafayette College   1990 — 1994

Experience
H/2 Capital Partners  July 2013 - Present
UBS Investment Bank   June 2011 - July 2013
Goldman Sachs  June 2006 - June 2011
Lehman Brothers  June 2000 - June 2006

Education
University of Chicago GSB
Master of Business Administration (M.B.A.), Accounting and Finance

Knox College
Bachelor of Arts (BA), Economics and Philosophy

Experience
Basis Investment Group, LLC   March 2009 - Present
North River Capital Partners   May 2008 - December 2008
UBS Investment Bank   November 2005 - January 2008
UBS Securities LLC  2007 - 2008
Dillon Read Capital Management - New York   2005 - 2007
Capmark Finance (formerly CII/GMAC Commercial Mortgage)   March 2001 - November 2005
Thacher Proffitt & Wood LLP  September 2000 - March 2001
Sills Cummis Epstein & Gross  1998 - 2000

Education
Seton Hall University School of Law   1994 — 1997
JD, Law

La Salle University   1990 — 1993
1993, Political Science

Experience
Tag Worldwide  June 2015 - Present
Williams Lea  October 2010 - May 2015
Williams Lea  December 2008 - October 2010
UBS Investment Bank   March 2002 - December 2008
UBS Investment Bank   October 2000 - March 2002

Skills
Management, Recruiting, Leadership, Personnel Management, Project Management, Human Resources, Training, Vendor Management, Team Building, Microsoft Office, Temporary Placement, Outsourcing, Onboarding, Performance Management, Talent Acquisition, Talent Management, Sourcing, CRM, Applicant Tracking..., PeopleSoft, Employee Training, Employee Engagement, Temporary Staffing, Process Scheduler, HRIS, Accounting

Education
DeVry College of New York's Keller Graduate School of Management   2012 — 2015
Master of Business Administration (MBA), Project Management

University at Buffalo   1995 — 1999
BA, Communication

Experience
Biogen Idec  February 2015 - Present
Agenus  May 2013 - January 2015
Novartis  September 2008 - May 2013
Manning Associates   September 2008 - April 2009
UBS Investment Bank   2007 - 2008

Skills
PowerPoint, Outlook, Customer Service, Microsoft Office, Administrative..., Data Analysis, Office Management, Microsoft Excel, Budgets, Administrative..., Microsoft Word, Clinical Research, Research, Accounting, Biotechnology, Project Management, Business Analysis, Strategic Planning, Meeting Planning, Meeting Scheduling

Education
Keene State College   2002 — 2006
BA, Business Management

Experience
United Water  August 2015 - Present
Kering  January 2015 - April 2015
Park Ave Technologies / Sabra Dipping Compnay   May 2013 - August 2014
Godiva Chocolatier  July 2011 - September 2012
Bessemer Trust  April 2011 - June 2011
Lenox Hill Hospital  March 2011 - May 2011
Merck  November 2010 - February 2011
WellPoint  July 2009 - May 2010
UBS Investment Bank   August 2008 - April 2009

Skills
Windows 7, Active Directory, Windows Server, XP, Computer Hardware, Server Administration, Windows, Microsoft Exchange, Mac OS X, Networking, VMware, Troubleshooting, Software Installation, Hardware, Windows Vista, Technical Support, Operating Systems, SCCM, DHCP, TCP/IP, Laptops, Printers, VPN, Blackberry, Desktop Computers, Workstations, Hardware Support, Help Desk Support, Information Technology, Remote Desktop, Windows XP Pro, A Certified, Wireless Networking, Dell Computers, Computer Repair, Service Desk, Computer Maintenance, System Deployment, Servers, DNS, System Administration, Windows XP, OS X

Education
Keller Graduate School of Management of DeVry University   2002 — 2004
Associate's degree, Computer and Information Sciences and Support Services

Experience
UBS Investment Bank   August 2009 - Present
Royal Bank of Canada  2006 - 2009
rbc  2006 - 2009
ITG  2001 - 2006

Education
Lehigh University   1993 — 1995
BA

Rollins College   1991 — 1995

Experience
UBS Investment Bank   February 2012 - Present
Societe Generale  August 2010 - December 2011
AIG  April 2009 - August 2010
Comcast  January 2008 - February 2009
NYFIX  March 2007 - December 2007
MUKA Software Solutions   July 2003 - February 2007

Skills
Perl, Unix, Unix Shell Scripting, Sybase SQL Programming, Oracle PL/SQL, Core Java, CGI/Perl, SSRS, C, TIBCO BW, Autosys, Datastage, PL/SQL, Web Services, Shell Scripting, Java, Software Development

Education
Karnatak University   1994 — 1998
B.E., Mechanical Engg

SASTRA University
M.Tech, Mechanical

Experience
Credit Suisse  April 2011 - Present
UBS Investment Bank   February 2010 - March 2011
Goldman Sachs  January 2005 - June 2009
Goldman Sachs  October 2000 - December 2004
Meaden & Moore  October 1996 - August 2000

Skills
Microsoft Excel, Research, Legal Writing, Expense Management, Administrative..., Calendaring, Calendars, Expenses, Office Administration, Outlook, Office Management, Concur, Spreadsheets, Travel Arrangements, Executive Support, Process Scheduler, PowerPoint, PeopleSoft, Microsoft Word

Education
Katherine Gibbs School   1995 — 1996
Executive Assistant, Executive Assistant Program

St. Francis College   1993 — 1995
Associate's degree, Liberal Arts Studies

Experience
Wells Fargo Securities  February 2013 - Present
UBS Investment Bank   September 2011 - December 2012
Citigroup  March 2005 - September 2011
Citigroup  January 1998 - March 2005
Creo Inc.  2001 - 2005
Salomon Brothers  January 1995 - January 1998
Salomon Brothers  January 1990 - January 1995
Salomon Brothers  November 1987 - January 1994
Salomon Brothers  November 1977 - November 1987
Northern Trust  June 1974 - November 1977

Skills
Investment Banking, Fixed Income, Capital Markets, Equities, Mergers & Acquisitions

Education
University of Michigan - Stephen M. Ross School of Business   1972 — 1974
MBA, Finance

Lawrence University   1968 — 1972
BA, Economics

Experience
AbbVie  April 2013 - Present
UBS Investment Bank   2003 - 2011
UBS  1992 - 2002

Skills
Investment Banking, Prime Brokerage, Business Analysis, Market Data, Equities, Trading Systems, SQL, PL/SQL, Reference Data, Equity Derivatives, Unix, Asset Management, Fixed Income, Capital Markets, Equity Trading, Bloomberg, Electronic Trading, Data Warehousing, FX Options, Derivatives, Program Management, Change Management, Financial Markets, Securities, Microsoft Office, Risk Management

Education
Knox College
BA, Psychology

Northwestern University
MS, Experimental Psychology

The University of Chicago
MBA, Finance

Experience
Promontory Financial Group, LLC  February 2015 - Present
UBS Investment Bank   January 2001 - January 2015
UBS Capital   1994 - 2000
Citicorp  1988 - 1994
Irving Trust  January 1981 - January 1988

Skills
Investment Banking, High Yield, Credit Derivatives, CDS, Fixed Income, High Yield Bonds, Capital Markets, Derivatives, Market Risk, Leveraged Finance, FX Options, Structured Finance, Valuation, Bonds, Private Equity, Capital Structure, Credit Risk, Portfolio Management, Alternative Investments, Corporate Finance, Risk Management, Equities, Investments, Financial Modeling

Education
Lehigh University
BA Economics, Finance

Experience
The Publican  January 2013 - March 2013
Makesch   August 2003 - 2012
UBS Investment Bank   October 2010 - September 2011
Vander Capital Partners   August 2010 - October 2010
PROTECCION DINAMICA AGENTE DE SEGUROS Y FIANZAS S.A. DE C.V.   May 2009 - July 2009
MONEX GRUPO FINANCIERO  May 2007 - July 2007
Fondo Para Niños de Mexico   May 2006 - July 2006

Skills
Microsoft Excel, Microsoft Office, Spanish

Education
Kendall College   2012 — 2014
Baking and Pastry, Culinary Arts/Chef Training

Universidad Anáhuac   2008 — 2010
Actuarial Sciences

Colegio del Bosque   1999 — 2005

The Madeira School   2001 — 2003

Experience
UBS Investment Bank   April 2013 - Present
Mphasis  October 2006 - February 2010

Skills
Oracle, Informatica, COBOL, Unix Shell Scripting

Education
Kendriya Vidyalaya   1991 — 2002
Science, Maths

Experience
Success Academy Charter Schools  June 2014 - February 2015
Gensler  December 2013 - January 2014
Milbank, Tweed, Hadley & McCloy LLP   September 2008 - June 2013
UBS Investment Bank   September 2006 - May 2008
Deutsche Bank  July 2004 - September 2006
Merrill Lynch  December 2000 - July 2004
Morgan Stanley  February 1992 - December 2000

Skills
Talent Management, Organizational..., Coaching, Program Management, Leadership Development, Management, Staff Development, Performance Management, Career Development, Change Management, 360 Feedback, Workshop Facilitation, Training, MBTI, Mentoring, Public Speaking, Curriculum Design, Training Needs Analysis, Team Management, Event Management, New Hire Orientations, Management Development, Performance Appraisal, Personal Development..., Promotion Processes, Induction Program, Program Evaluation, Employee Engagement, Project Management, Vendor Relationships, Conference Design, Workshop Development, Leadership, Training & Development

Education
Lafayette College   1981 — 1985
BA, Economics, Computer Science

New York University   1997 — 1998
Certificate, Training & Organizational Development

Experience
NEXTHERA CAPITAL   June 2015 - Present
UBS Investment Bank   January 2014 - May 2015
UBS Investment Bank   February 2010 - December 2013
Autonomy Capital  January 2007 - February 2010
MMS Regulatory Solutions (now part of Cordium)   December 2003 - December 2006

Education
The Chartered Institute of Management Accountants   2004 — 2007
Associate Chartered Management Accountant (ACMA)

University of Bath   2001 — 2002
MSc, Management with Finance

King's College London, U. of London   1998 — 2001

Experience
Barclays Capital  June 2012 - Present
Deutsche Bank Securities  June 2009 - June 2012
UBS Investment Bank   August 2008 - June 2009
Deutsche Bank  June 2006 - August 2008
Citadel Investment Group  September 1999 - June 2006

Skills
Bloomberg, Capital Markets, Derivatives, Equities, Equity Derivatives, Finance, Financial Markets, Fixed Income, Hedge Funds, Investment Banking, Portfolio Management, Prime Brokerage, Securities, Securities Lending, Series 7, Trading, Trading Systems, Structured Products, Swaps

Education
Lafayette College   1995 — 1999
BA, Economics, English

Experience
Imperial Capital Bank  2013 - Present
J.P. Morgan   2004 - 2013
UBS Investment Bank   2000 - 2003

Skills
Equity Research, Equity Valuation, Investment Banking, Capital Markets, Options, Equities, Valuation, Hedge Funds, Alternative Investments, Fixed Income, Securities, Series 7, Bloomberg, Financial Modeling, Derivatives

Education
Lehigh University   1988 — 1991
Bachelor of Science (BS), Finance, General

New York University
Master of Business Administration (M.B.A.), Finance, General

Experience
Melody Capital Partners, LP  July 2013 - December 2014
UBS Investment Bank   April 2008 - June 2013

Skills
Investments, Credit, Fixed Income, Investment Banking, Mutual Funds, Financial Modeling, Equities

Education
Lehigh University   2002 — 2007
M.S., B.S., B.S., Analytical Finance, Mathematics, & Bioengineering