UBS Investment Bank
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UBS Investment Bank Employees
Harris Associates July 2013 - Present
Morningstar October 2011 - July 2013
UBS October 2008 - April 2011
United States Attorney's Office May 2010 - August 2010
UBS Investment Bank August 2007 - August 2008
Northwestern Mutual May 2006 - August 2007
Skills
Series 7, Series 24
Education
Saint Louis University School of Law 2008 — 2011
J.D., Law
Marquette University 2003 — 2007
B.A., Public Relations & Advertising
Frontier7 April 2015 - Present
UBS Investment Bank May 2013 - April 2015
Barclays June 2010 - May 2013
1st Battalion / 75th Ranger Regiment April 2007 - September 2008
1st Ranger Battalion February 2006 - March 2007
Skills
Analysis, Business Strategy, Capital Markets, Commercial Banking, Due Diligence, Finance, Financial Modeling, Financial Risk, Leadership, Leadership Development, Insurance, Management, Mergers, Mergers, Program Management, Risk Management, Financial Analysis, Valuation, Corporate Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
MBA
United States Military Academy at West Point 1999 — 2003
BS
The Boston Consulting Group June 2015 - Present
Google November 2012 - July 2014
Goldman Sachs April 2008 - November 2012
Akamai Technologies January 2008 - February 2008
UBS Investment Bank May 2007 - August 2007
Microsoft May 2006 - August 2006
Skills
Java, Agile Project Management, .NET, Project Management, Business Analysis, Sybase, MySQL, Python, Perl, Bash, Visual C#, PHP, Visual Basic, Requirements Gathering, Service Oriented..., Client/server, Tomcat 5, Apache, Distributed Systems, JavaScript, Object Oriented Design, XML, Eclipse, SQL, Data Analysis, Management
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.), Entrepreneurship, Strategy, Director's List - Fall 2014 (top 10% of class)
Massachusetts Institute of Technology 2005 — 2009
Bachelor of Science, Electrical Engineering and Computer Science
The Brattle Group June 2012 - Present
The Brattle Group September 2008 - May 2010
UBS Investment Bank July 2007 - September 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Entrepreneurship, Management Consulting, Corporate Finance, Due Diligence, Market Research, Emerging Markets, Data Analysis, Economics, Econometric Modeling, Financial Transactions, Project Management, Business Development
Education
Harvard Business School 2010 — 2012
MBA
Massachusetts Institute of Technology 2003 — 2007
Bachelor of Science (BS), Electrical Engineering/Computer Science, Economics
Vilebrequin March 2015 - April 2015
BTG Pactual June 2012 - January 2015
Serge Sanin Photography 2004 - December 2014
Citationair April 2008 - May 2012
UBS Investment Bank June 2006 - April 2008
Skills
Active Directory, Office 2010, Windows 7, Tape Backup, Backup Exec, Polycom Video..., Cisco Call Manager, Blackberry Enterprise..., Computer Hardware, Microsoft Office 2003, Microsoft Office 2007, iPad, Blackberry, Bilingual, Windows XP Pro, VMware, Nortel Meridian, Dameware, iPhone, Android, SharePoint, XP, Servers, Boot Camp, Troubleshooting, Microsoft Exchange, Antivirus, System Administration, VPN, Printers, Help Desk Support, System Deployment, Hardware, TCP/IP, Laptops, Citrix, DNS, Technical Support, Operating Systems, Windows Server, Cisco Technologies, Network Administration, Workstations, IIS, Photoshop, Digital Photography, Photography, Lightroom, WordPress, Joomla
Education
Manhattanville College 2000 — 2005
BFA, Art
New Utrecht 1996 — 2000
Highschool Diploma
U.S. Bank Corporate Trust Services July 2008 - Present
UBS Investment Bank September 2007 - July 2008
Skills
Investment Banking, Bonds, Business Analysis, Corporate Finance, Compliance, Communication Skills, Corporate Communications, Marketing Communications, Risk Management, AML, Analysis, Internal Audit, KYC, Financial Structuring, Wealth Management, Financial Risk, FINRA, Financial Services, Anti Money Laundering, Communication
Education
Marist College 2013 — 2015
Master of Arts in Integrated Marketing Communications
University of Rhode Island 2004 — 2006
Bachelor of Arts, Communication Studies
Stanford Graduate School of Business June 2013 - Present
Levitan & Associates, Inc. February 2013 - May 2013
New York University - Department of Politics November 2012 - January 2013
UBS Investment Bank June 2012 - August 2012
NES Inc May 2010 - June 2012
MIT Sloan School of Management February 2011 - September 2011
Infosys June 2011 - August 2011
MIT Economics Department January 2010 - May 2011
FPT Technology Center For Young Talents September 2007 - August 2009
Tam Viet Group February 2008 - July 2008
Skills
Econometrics, Machine Learning, Python, Economics, R, C++, Entrepreneurship, Quantitative Analytics, Matlab, Java, Financial Modeling
Education
Stanford Graduate School of Business 2013 — 2017
Doctor of Philosophy (PhD), Economic Analysis and Policy
Massachusetts Institute of Technology 2009 — 2013
Bachelor of Science (B.Sc.), Mathematics with a minor in Management Science; Economics.
Quinnipiac University June 2013 - August 2013
ESPN July 2010 - March 2013
PricewaterhouseCoopers November 2007 - June 2009
Goldman Sachs 2006 - 2007
UBS Investment Bank 2006 - 2006
Skills
Spreadsheets, Recruiting, Sourcing, Applicant Tracking..., Onboarding, Building Relationships, Customer Service, System Administration, Social Media, Employment Branding, Relocation, Background Checks, Screening, Training, Temporary Staffing, Management, Employer Branding, High Organizational..., Customer-focused Service, Networking
Education
Marymount Manhattan College 2001 — 2006
Bachelor of Arts, Communications
Apple May 2014 - August 2014
UBS Investment Bank 2008 - 2012
JPMorgan Chase April 2007 - July 2007
Skills
Financial Modeling, Valuation, Due Diligence, Investment Magement, Private Equity, Venture Capital, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Mandarin
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2015
Master of Business Administration (MBA)
Tsinghua University 2006 — 2008
Master of Arts (M.A.), Public Administration
Tsinghua University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
salesforce.com March 2013 - Present
Oracle August 2009 - March 2013
UBS Investment Bank June 2008 - August 2008
Skills
Java, SQL, Ruby on Rails, Android, JavaScript, Oracle Application..., Vaadin, Matlab/Octave, Statistical Analysis, Machine Learning, R, Octave, Salesforce, Hadoop, Django
Education
Massachusetts Institute of Technology 2003 — 2009
Doctor of Philosophy (Ph.D.), Physics
Shanghai Jiao Tong University (SJTU) 1999 — 2003
Bachelors of Science in Physics, Physics
Where The Boys Are April 2014 - Present
Advancing Women's Careers, LLC June 2013 - July 2014
JellyBean Pictures May 2012 - May 2014
Marc Fisher Footwear September 2006 - January 2008
UBS Investment Bank 2006 - 2006
Andor Capital Management 2006 - 2006
RBS Greenwich Capital September 2000 - December 2005
Education
Manhattanville College 2009 — 2013
MS (ABT), Organizational Management & Human Resources
Penn State University 2010 — 2010
Non-Degree Graduate, Human Resource Ethics
State University of New York College at Purchase 1995 — 2000
BA, Women's Studies
Westhampton Beach High School
NY Regents Diploma, Class of 1993
UBS Investment Bank July 2015 - Present
BNP Paribas July 2014 - July 2015
Greystone Equity Fund January 2013 - May 2014
UBS June 2013 - August 2013
Aegis Capital June 2012 - August 2012
Needham & Company December 2011 - January 2012
Skills
Investments, Bloomberg Terminal, Financial Markets, Financial Modeling, Financial Analysis, Trading, Capital Markets, Fixed Income, Valuation, Economics, Equity Valuation, Microsoft Excel, Financial Accounting, Marketing, Investment Management, Equity Trading
Education
Marist College 2010 — 2014
Bachelor of Science (B.S.), Finance and Economics
Xavier 2006 — 2010
HSBC Global Banking and Markets March 2015 - Present
J.P. Morgan July 2013 - March 2015
HedgeServ September 2009 - July 2013
UBS Investment Bank September 2008 - March 2009
Citigroup February 2008 - September 2008
Con Edison July 2007 - January 2008
Skills
Bloomberg, Hedge Funds, Equities, Derivatives, Fixed Income, Investments, Financial Reporting, Financial Modeling
Education
Manhattan College 2005 — 2007
Bachelor's, Finance
UBS August 2014 - Present
UBS Investment Bank June 2013 - August 2013
KnowledgePoint360 Group May 2012 - July 2012
Skills
Technology, Social Media Marketing, User Experience, PowerPoint, Agile Methodolgy, Market Research, User Interface Design, Agile Methodologies, Web Applications, CSS, JavaScript, Photoshop
Education
Marist College 2010 — 2013
Bachelor of Science (BS), Information Technology
XTP AG July 2015 - Present
JCI Capital Ltd September 2009 - Present
NYC Department of Education August 2006 - September 2009
Asset International June 2005 - July 2006
FinTuition Ltd July 2004 - June 2005
UBS Investment Bank January 1999 - July 2002
UBS Investment Bank July 1997 - January 1999
NatWest Markets August 1993 - July 1997
Ferruzzi Trading France January 1991 - July 1993
Skills
Foreign Exchange, Risk Management, Derivatives, Investments, Currency, Hedge Funds, Mutual Funds, Financial Services, Financial Markets, Trading, FX Options, Options, Algorithmic Trading, Business Development, Management Consulting, Alternative Investments, Trading System, Commodity, Capital Markets, Equities, Asset Management
Education
Manhattanville College 2006 — 2008
MAT, Education
Università degli Studi di Pavia 1986 — 1990
BS - Economics, Finance
BNP Paribas May 2015 - Present
UBS Investment Bank August 2014 - May 2015
UBS October 2013 - March 2014
Custom Computer Specialists July 2013 - September 2013
New York Life Insurance Company July 2012 - September 2012
Hudson Valley Federal Credit Union May 2011 - December 2011
UBS Investment Bank June 2010 - August 2010
IBM May 2009 - May 2010
Skills
Corporate Banking, Commercial Banking, Financial Analysis, Financial Accounting, Equity Markets, Fixed Income Markets, Operations, Revenue Projections, Business Recommendations, Financial Statement..., Research, Product..., Customer Service, Relationship Building, Interviewing, Communication, Collaboration, Reporting, Presentations, Regulatory Compliance, Problem Solving, Technology, CRM, Microsoft Office, Equity Valuation, Treasury Management, Process Improvement, Time Management, Interviews, Access, Management, Social Networking, PowerPoint, Leadership, Sales, Financial Services, Investments, Fixed Income, Finance
Education
Marist College
Bachelor of Science (B.S.), Business Administration, Finance Concentration
Excelsior Partners, LLC 2012 - Present
Dansk Investment Group, Inc. 2011 - 2012
Rentech 2009 - 2011
UBS Investment Bank 2006 - 2008
Marcus Adams Capital 2003 - 2004
BearingPoint 2002 - 2003
Andersen Business Consulting 1998 - 2002
Skills
Energy, Renewable Energy, Private Equity, Corporate Development, Mergers & Acquisitions, Strategic Planning, Valuation, Business Strategy, Investment Banking, Project Finance, Due Diligence, Financial Modeling, Start-ups, Corporate Finance, Consulting, Management, Business Development, Management Consulting, Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2006
M.B.A
University of Arizona 1993 — 1998
Bachelor of Science (B.S.) with Honors
Loyola High School 1989 — 1993
UBS Investment Bank August 2014 - Present
Morgan Stanley April 2012 - July 2014
RailWorks Corporation February 2012 - April 2012
GenSpring Family Offices May 2007 - April 2011
Education
Marymount Manhattan College 1983 — 1984
Pre-Law Studies
Niagara University 1981 — 1983
Pre-Law Studies
General Motors May 2014 - August 2014
PwC Consulting October 2011 - February 2013
PwC Consulting August 2009 - September 2011
UBS Investment Bank May 2008 - August 2008
Skills
Valuation, Strategy, Financial Analysis, Management Consulting, Entrepreneurship, Financial Modeling, Leadership, Due Diligence
Education
MIT Sloan School of Management 2013 — 2015
Master of Business Administration (MBA)
University of Alabama 2005 — 2009
Bachelor of Science, Finance & Economics, Summa Cum Laude
Asset Risk Management, LLC June 2011 - Present
Barclays Capital October 2007 - October 2010
UBS Investment Bank May 2004 - October 2007
Bank One January 1990 - May 2003
Bank of New York Mellon November 1987 - January 1990
Skills
Structured Commodity..., Commodity, Hedging, Derivatives, Capital Markets, Commodity Markets, Financial Structuring, Trading, Investment Banking, Structured Finance, Options, Risk Management, Financial Modeling, Equities, FX Options, Banking, Hedge Funds, Financial Markets, Valuation, Fixed Income, Portfolio Management, Energy, Asset Managment, Swaps, Structured Products
Education
University of Notre Dame 1985 — 1987
MBA, Finance
Marquette University 1981 — 1985
BS, Biology
Coherence Capital Partners LLC January 2012 - Present
JNF Asset Management May 2011 - December 2011
L Plus LLC March 2010 - May 2011
UBS Investment Bank February 2006 - February 2009
UBS Investment Bank February 2004 - February 2006
UBS Investment Bank February 2003 - February 2004
UBS June 1998 - February 2003
KPMG Audit August 1988 - June 1998
Skills
Hedge Funds, Equities, Fixed Income, Credit Derivatives, Finance, High Yield, Valuation, Capital Markets, Financial Services, Derivatives, Emerging Markets, CDS, Investment Banking, Portfolio Management, Investments, Financial Risk, Trading, Trading Systems
Education
Marist College 1984 — 1988
BS, Accounting/Finance
Bergen Catholic High School 1980 — 1984
Town Of Beekman January 2014 - Present
Kiwanis Club of Beacon Fishkill 2002 - Present
Dutchess County Board of Elections April 2011 - January 2014
Mid-Hudson Regional Information Center August 2008 - October 2010
UBS Investment Bank March 2007 - May 2008
Goldman Sachs January 2001 - February 2004
Spear, Leeds & Kellogg March 1997 - December 2001
Skills
CRM, Financial Services, Microsoft Excel, Hedge Funds, Strategic Planning, Electronic Trading, Prime Brokerage, Customer Service, Equities, Fixed Income, Series 7, Client Services, Microsoft Office, Options, Public Speaking, Series 63, Team Building, Derivatives, Insurance, Policy, Securities, Budgets
Education
Marist College 2006 — 2010
Master of Public Administration
Marist College 1988 — 1992
BS, Business Management - Finance
Our Lady of Lourdes HS 1982 — 1986
Captiva Containers June 2014 - Present
Impex September 2012 - Present
Burger King Corporation August 2011 - August 2012
Naiot Venture Accelerator June 2010 - August 2010
Alutech Envases August 2008 - August 2009
UBS Investment Bank July 2006 - June 2008
Skills
Financial Modeling, Valuation, Analytics, Business Strategy, Competitive Analysis, Strategy, Financial Analysis, Corporate Finance, Entrepreneurship, Data Analysis, Market Research, Due Diligence, Strategic Planning, Investment Banking, Marketing, Business Planning, Start-ups, Venture Capital, Business Development
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2011
MBA
Northwestern University 2002 — 2006
Engineering, Industrial Engineering and Economics
Moral y Luces (high school) 1997 — 2001
........////........ July 2009 - Present
UBS Investment Bank 1995 - 2008
Education
Manhattan College 1990 — 1994
Credit Suisse July 2015 - Present
Accion July 2011 - July 2013
Wind Point Partners September 2010 - June 2011
UBS Investment Bank July 2008 - July 2010
Skills
Private Equity, Investment Banking, Venture Capital, Valuation, Financial Modeling, Due Diligence, Financial Analysis, LBO, Corporate Finance, Investments, Mergers, Emerging Markets, DCF, Corporate Development, Capital Markets, MLP, Financial Projection, Microsoft Excel, Accretion/dilution, Accounting, Risk Management, Financial Risk, Mobile Payments
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), with Honors, Finance, Accounting, and Entrepreneurial Management
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2008
Bachelor of Science, Management Science
Nomura April 2015 - Present
Nomura April 2014 - April 2015
Nomura July 2011 - March 2014
UBS Investment Bank June 2010 - August 2010
Skills
Trading
Education
London School of Economics and Political Science 2010 — 2011
MSc in Financial Mathematics
Massachusetts Institute of Technology 2006 — 2010
BSc in Mathematics, BSc in Management Science (Finance), Minor in Economics
Point72 Asset Management April 2014 - Present
SAC Capital January 2011 - Present
SAC Capital September 2009 - December 2010
UBS Investment Bank June 2008 - June 2009
UBS Investment Bank September 2002 - May 2008
UBS Investment Bank September 2002 - June 2003
UBS Investment Bank February 2001 - August 2002
UBS Investment Bank January 1998 - January 2001
Swiss Bank Corp September 1994 - December 1997
Swiss Bank Corp December 1992 - August 1994
Skills
Risk Management, Financial Risk, Equities, Hedge Funds, Derivatives, Fixed Income, Capital Markets, Equity Derivatives, Trading Systems, Alternative Investments, Options, Trading, Market Risk, FX Options, Financial Markets, Emerging Markets, Portfolio Management, Credit Derivatives, Structured Products, Valuation, Interest Rate..., Commodity, Hedging, Equity Trading, Securities, Fund Of Funds, Proprietary Trading, Credit Risk, Bonds, Swaps, Mergers & Acquisitions, Quantitative Finance, Financial Services, Electronic Trading, Investment Management, Quantitative Analytics, Management, Due Diligence, Asset Management, Currency, Global Macro, Volatility, Prime Brokerage, Trading Strategies
Education
Massachusetts Institute of Technology 1987 — 1990
Bachelor's Degree, Mechanical Engineering
UBS Investment Bank April 2015 - Present
BNP Paribas 2012 - April 2015
BNP Paribas 2010 - August 2012
Fortis 2008 - 2010
Fortis Bank 2005 - 2008
Citigroup 2004 - 2005
NYC Comptroller 2002 - 2003
Skills
Equities, Trading, Portfolio Management, Structured Products, FX Options, Hedge Funds, Derivatives, ETFs, Financial Markets, Capital Markets, Securities, Fixed Income, Funding, Emerging Markets, Investment Banking, Bloomberg, Securities Lending, Credit, Finance, Bonds, Electronic Trading, Equity Derivatives, Middle Office, Options, Swaps, Trading Systems
Education
Marist College 1997 — 2001
BS, Business Administration
St. Joseph Regional High School 1994 — 1997
1997
Palantir Technologies 2014 - Present
KANERAI April 2013 - November 2014
n/a 2004 - 2014
Bank of America Merrill Lynch 2012 - 2013
UBS Investment Bank 2011 - 2012
Epoch Times 2009 - 2010
MIT Media Lab 2008 - 2009
One Laptop Per Child 2007 - 2007
MIT Sloan School of Management 2005 - 2005
Cisco Systems 2003 - 2004
Skills
JavaScript, Python, Java, Git, d3.js, AngularJS, TypeScript, HTML 5, CSS3, NoSQL, Responsive Web Design, Data Visualization, SVG, jQuery, JSON, MongoDB, SQL, Information Graphics, Node.js, CoffeeScript, SASS, HTML, CSS, Amazon EC2, Amazon S3, PHP, Continuous Integration, Test Driven Development, JIRA, Agile Web Development, Algorithm Design, Algorithm Analysis, Data Structures, UNIX shell script, WordPress, SEO, Objective-C, Scheme (Lisp), PostScript, LaTeX, RSS, Ajax, YUI, Subversion (SVN), Design Patterns, Presentation Development, Prezi, Infographics, Mockito, User Experience
Education
Massachusetts Institute of Technology
BS, Mathematics, Computer Science, Economics
UBS Investment Bank September 2013 - June 2015
UBS Investment Bank July 2010 - September 2013
Clayton Holdings 2007 - 2010
BNP Paribas 2005 - 2007
JPMorgan Chase 2004 - 2005
Deutsche Bank 2001 - 2004
J-Cubed Technology 2000 - 2001
MBIA Insurance Corporation 1997 - 2000
Skills
Fixed Income, MBS, Bloomberg, Software Development, Capital Markets, CDS, Oracle, Investment Banking, CMBS, ABS, Portfolio Management, Risk Management, Problem Analysis, Technical Management, Software Design, Technology Management, Structured Products, Trading, ION Marketview, Innovative Problem..., Master Data Management, Trading Systems, Financial Services, Management, Derivatives
Education
University of Notre Dame - Mendoza College of Business 2007 — 2008
Executive Leadership and Management
New York University - Polytechnic School of Engineering 2000 — 2002
MS, Information Systems Engineering
Manhattanville College 1991 — 1995
BA, Computer Science
Apollo Global Management LLC October 2013 - Present
UBS Investment Bank February 2012 - October 2013
UBS Investment Bank November 2008 - February 2012
UBS Investment Bank June 2006 - November 2008
UBS Investment Bank June 2004 - June 2006
UBS Investment Bank June 2002 - June 2004
GiantBear November 2000 - May 2002
Amdocs May 1999 - November 2000
GTE May 1998 - May 1999
GE Capital October 1996 - May 1998
Skills
Fixed Income, Financial Risk, CDS, Bonds, Interest Rate Swaps, Software Engineering, Software Development, Market Risk, Credit Risk, Low Latency, SOA, Business Analysis, Java, C#, Databases, Securities, Derivatives, Credit Derivatives, Equities, Investment Banking, Investments, Swaps, Strategy, Interest Rate..., Trading Systems, Capital Markets
Education
Pace University - Lubin School of Business
MBA, Financial Management with Specialization in Investments
Manhattanville College
BA, Computer Science
Cantor Fitzgerald March 2008 - Present
Morgan Stanley June 2003 - October 2007
UBS Investment Bank April 2001 - May 2003
Lehman Brothers July 1992 - March 2001
Skills
Fixed Income, Structured Products, Investment Banking, Equities, Derivatives, Capital Markets, Hedge Funds, Electronic Trading, Options
Education
Massachusetts Institute of Technology 1991 — 1992
Master of Science (M.S.), Construction Engineering and Management
Ecole Superieure d'Ingenieurs de Beyrouth (E.S.I.B.) 1985 — 1990
Diplome d'Ingenieur Civil, Civil Engineering
Affirm, Inc. May 2013 - Present
Summit Partners 2010 - May 2013
UBS Investment Bank July 2008 - 2010
Skills
Private Equity, Investment Banking, Valuation, Financial Modeling, Venture Capital, Mergers & Acquisitions, Investments, Entrepreneurship, Equities, Growth Capital, Due Diligence, Acquisitions, LBO, Emerging Markets, Healthcare, Medical Devices
Education
Massachusetts Institute of Technology 2004 — 2008
Management, Finance
Macquarie Group June 2011 - Present
UBS Investment Bank November 2010 - March 2011
Rochdale Securities May 2008 - May 2010
Michael Page International, USA & Canada August 2006 - May 2008
Skills
Administrative..., Microsoft Excel, Microsoft Office, Equity Research, PowerPoint, Office Management
Education
Manhattanville College 2012 — 2014
Bachelor of Arts (BA), Communication, General
Universidad del Sagrado Corazón 1996 — 2001
BA, Communications
UBS Investment Bank September 2014 - Present
Desjardins Capital Markets August 2013 - August 2014
Desjardins Capital Markets May 2011 - August 2013
Palomino Capital Corporation May 2010 - September 2010
Skills
Valuation, Corporate Finance, Investment Banking, Mergers & Acquisitions, Capital Markets, Financial Modeling, Equities, Financial Analysis, Business Valuation, Finance, Bloomberg, Due Diligence
Education
McGill University 2008 — 2011
B.Com, Finance
Dawson College 2006 — 2008
DEC, Pure and Applied Science
Selwyn House School 1995 — 2006
Domeyard LP June 2013 - Present
Massachusetts Institute of Technology (MIT) 2014 - 2015
Harvard Business School 2014 - 2014
UBS Investment Bank 2012 - 2012
Goldman Sachs 2011 - 2011
OrangeSoda 2010 - 2010
Zions Bancorporation 2010 - 2010
Lincoln Laboratory / TedLab 2009 - 2010
Sorenson Genomics 2007 - 2009
Education
Massachusetts Institute of Technology
Bachelor of Science (B.Sc.)
Citizens Bank April 2013 - Present
Saw Mill Capital March 2012 - January 2013
UBS Investment Bank August 2005 - February 2012
USI Holdings Corporation July 2004 - August 2005
Finn Dixon & Herling LLP January 2004 - July 2004
Emcor Group, Inc. August 2002 - January 2004
RogersCasey October 1998 - May 2002
Radio Unica March 1998 - September 1998
Caracol Television July 1995 - February 1998
Skills
Microsoft Office, Outlook, Word, Excel, PowerPoint, Scheduling, Calendars, Travel, Administration, Administrative Support, Video Conferencing, Telephone Skills, Coordination, French, Spanish, Personal Assistant, QuickBooks, Concur, Event Planning, Administrative..., Microsoft Excel, Microsoft Word, Process Scheduler, Access, Data Entry, Event Management, Management, Office Management, System Administration, Sales, Customer Service, Project Management, Project Planning, Training, Leadership, Human Resources, Employee Relations, Social Networking, Software Documentation, Analysis, Accounting, Public Relations, Banking, PeopleSoft, Invoicing, Time Management, Finance, Office Administration, Investment Banking, Program Management
Education
Marymount Manhattan College 1978 — 1982
BA, Business Administration
Lycee Francais de New York
SAG/Equity/AFTRA January 2007 - Present
Morgan Stanley December 2005 - January 2007
UBS Investment Bank June 2002 - December 2005
Moody & Distance, PC April 1995 - May 2002
Skills
Teleprompter, Commercials, Acting, Public Speaking, Production, Theatre, Film, Voice Over, Film Production, Television, Entertainment, Feature Films, Short Films, Improvisation, Hedge Funds, Derivatives, Photography, Music, Plays, Drama, Comedy, Dialects, Voice Acting, Independent Film, SAG, Stage
Education
MWCS
MWCS
Marquette University
B.S., Mechanical/Industrial Engineering
Tulane University Law School
J.D., Maritime Law, Civil Law, Common Law
The William Esper Studio
Two-Year Professional Actor Training Program
UBS Investment Bank 2010 - Present
RBS Global Banking and Markets 2009 - 2010
UBS Investment Bank 2005 - 2008
Education
University of Cambridge 2002 — 2005
BA
Massachusetts Institute of Technology 2003 — 2004
BSc
UBS Investment Bank May 2015 - Present
Kenneth Woods Portfolio Management Program January 2015 - Present
Novacap December 2014 - April 2015
John Molson Competition Committee (JMCC) March 2014 - March 2015
State Street Corporation May 2014 - August 2014
Education
Concordia University 2012 — 2016
Bachelor of Commerce (B.Com), Finance, Co-op, Most Recent Annual GPA: 4.0
Marianopolis College 2010 — 2012
Cegep DEC, Commerce
UBS Investment Bank March 2015 - Present
Barclays Wealth and Investment Management September 2014 - March 2015
Wells Fargo Capital Finance February 2014 - July 2014
Deutsche Bank January 2013 - December 2013
Barclays Investment Bank October 2011 - January 2013
Algorithmic Trading Management February 2010 - September 2011
Commerzbank Capital Markets January 2007 - January 2010
Exane BNP Paribas September 2005 - January 2007
Mizuho Banking and Trust December 2003 - September 2005
Dresdner Bank ZAO June 2000 - August 2003
Skills
Bloomberg, Capital Markets, FX Options, Trading, Equities, Investment Banking, Derivatives, Fixed Income, Bonds, Swaps
Education
Manhattan College 1998 — 2003
Bachelor of Science, Finance
New York Military Academy 1993 — 1997
High School Degree, JROTC-
Cognizant April 2015 - Present
UBS Investment Bank April 2015 - Present
New York Life Insurance Company December 2013 - March 2015
PwC January 2013 - October 2013
The Blue Book Building & Construction Network May 2012 - January 2013
Clark Dodge Asset Management September 2011 - December 2011
Yahya Imtiaz Productions January 2006 - August 2008
Skills
Microsoft Excel, Leadership, Data Analysis, Microsoft Office, Analysis, Management, Microsoft Word, Social Media, Access, Research, Public Speaking, CRM, Customer Service, Forecasting, Outlook, Marketing, Financial Analysis, Financial Accounting, Teamwork, Social Networking, Public Relations, Team Leadership, Event Planning, Economics, Interpersonal Skill, Mathematical Analysis, Time Management, Data Entry, Strategy, Financial Reporting, Corporate Finance, Sales, morningstar advisor..., Dimensional Returns 2.0..., Excel, Word, Statistics, Windows, Facebook, Event Management, Problem Solving, Critical Thinking, Databases, Project Management, Accounting, Investment Research, Business Management, Client Analysis, Value Investing, Tableau
Education
Manhattanville College 2008 — 2012
B.A. Honors in Finance, Accounting and Finance, 3.7 (Major GPA)
BMO Financial Group March 2009 - Present
UBS Investment Bank March 1996 - April 2009
Skills
Financial Modeling, Investments, Valuation, Management, Derivatives, Financial Markets, Strategy, Equities, Mergers & Acquisitions, Fixed Income, Capital Markets, Bloomberg, Financial Analysis, Portfolio Management, Asset Managment, Alternative Investments, Negotiation, Asset Management, Corporate Finance, Investment Banking, Hedge Funds, Due Diligence, Trading, Investment Strategies
Education
McGill University 1990 — 1994
Engineering
Kingston Klein Hotel Group January 2014 - January 2015
UBS Investment Bank May 2011 - February 2012
CapRok Capital October 2009 - March 2011
UBS Investment Bank March 2007 - September 2009
Credit Suisse January 2006 - March 2007
NorthStar Realty Finance September 2004 - January 2006
Bank of America June 1997 - December 2002
Skills
Capital Markets, Fixed Income, Structured Finance, Chartered Financial..., Valuation, Securitization, CDO, CMBS, Alternative Investments, Portfolio Management, Financial Modeling, Structured Products, Financial Structuring, Hedge Funds, Equities, Trading, Loans, Asset Management, Risk Management, Financial Services, CFA, Asset Managment
Education
Massachusetts Institute of Technology 2003 — 2004
Masters of Science, Real Estate Finance/Development
University of Notre Dame 1989 — 1993
Bachelor of Arts, Philosophy and Computer Applications
UBS Wealth Management June 2013 - Present
UBS Investment Bank August 2011 - May 2013
MIT Center for Real Estate / Cengage Learning January 2011 - June 2011
Philip Saunders Associates October 2010 - June 2011
UBS Investment Bank June 2010 - August 2010
UBS Investment Bank June 2009 - August 2009
Skills
Strategy, Analysis, Data Analysis, Project Management, Financial Analysis, Valuation, Financial Modeling, Research, Portfolio Management, Investments, Stata
Education
Massachusetts Institute of Technology 2006 — 2010
Cross-Registration Program
Wellesley College 2006 — 2010
B.A., Economics
The Harker School 2002 — 2006
Stanford University
Reischauer Scholars Program
Bank of America Merrill Lynch July 2014 - Present
RBS Markets & International Banking July 2013 - July 2014
UBS Investment Bank January 2011 - July 2013
Skills
Fixed Income, Equities, Securities, Credit Risk, Bloomberg, Bloomberg Terminal, Middle Office, Credit Derivatives, Financial Services, Swaps, Derivatives, Hedge Funds, Account Reconciliation, Analysis, Bonds, Trading Systems, Options, Capital Markets, Management, Investment Banking, Equity Derivatives, Government Bonds, Trading, US Treasuries, Commercial Paper, High Yield Bonds, Futures Trading
Education
Marist College
Bachelor of Science (BS), Business Administration - Finance; Minor in Accounting
Marist College
Bachelor of Science (BS), Biomedical Sciences
Healthways April 2013 - Present
Fareed Wealth Management October 2009 - May 2012
Monarch Advisory Group November 2007 - October 2009
UBS Investment Bank August 2006 - August 2007
Maryville College 2005 - 2006
Skills
Portfolio Management, Data Analysis, Financial Analysis, Investments, Microsoft Excel, Research, Equities, PowerPoint, Economics, Market Research, Microsoft Office, Fixed Income, Series 7, Valuation, Policy Analysis
Education
Vanderbilt University 2009 — 2012
Master of Arts (MA), Economics
Maryville College 2001 — 2005
BA, International Business
Wellth 2013 - Present
Moonlyt January 2012 - August 2015
OrbiMed Advisors August 2011 - May 2014
FinanceInterviewPrep.com 2012 - 2013
Goldman Sachs May 2010 - August 2011
UBS Investment Bank February 2010 - May 2010
Health Evolution Partners June 2009 - February 2010
UBS Investment Bank May 2008 - August 2008
Archelon LLC June 2007 - August 2007
Education
Massachusetts Institute of Technology 2005 — 2009
BS, Biological Engineering, Management
Sage Hill
Barclays Capital 2007 - Present
Banc of America Securities 2005 - 2007
Credit Suisse First Boston 2004 - 2005
UBS Investment Bank 2003 - 2003
Citi Group 1999 - 2001
SIAC 1998 - 2000
Merrill Lynch 1997 - 1998
Skills
Derivatives, Infragistics, C#, Trading Systems, WCF, WPF, SQL, DevExpress, Fixed Income, Equities, SDLC, VBA, Sybase, FX trading, .NET, SOA, Market Data, Electronic Trading
Education
Marquette University 1992 — 1994
Master of Science in Computer Engineering, Computer Enginering
Marquette University 1987 — 1991
Bachelor of Science in Electrical Engineering, Electrical Engineering
Notre Dame College, Dhaka, Bangladesh 1983 — 1985
HSC, Science
Bandura Holy Cross High School 1978 — 1983
SSC
Thomson Reuters December 2013 - Present
FXall May 2011 - December 2013
Bloomberg LP 2007 - 2010
UBS Investment Bank 2002 - 2007
Skills
Finance, Foreign Exchange, Investment Strategies, Marketing, Communication, Thought Leadership, Electronic Trading, Derivatives, Business Strategy, Product Management, New Business Development, Software Development, Writing, Public Speaking, Education, FX Options, Start-ups, Market Data, Financial Markets
Education
Massachusetts Institute of Technology 1998 — 2002
Bachelor of Science (B.S.), Computer Science and Engineering
2016 Level III Candidate in the CFA Program
UBS September 2008 - Present
UBS Investment Bank 2008 - 2012
Skills
Motivated, Hard Worker, Excellent Computer..., Focus On Results, Customer Service, Excel, Reliability, Teamwork, Problem Solving, Social, Management, Microsoft Excel, Applicant Tracking..., Focus Groups, Human Resources, Personnel Management, Internet Recruiting, Employee Relations, Background Checks, Onboarding, Recruiting, Interviews, Time Management
Education
College of New Rochelle 2005 — 2008
Masters of Science, Guidance & Counseling
Manhattanville College 2001 — 2005
Bachelors of Fine Arts, Art & Psychology
Millstein & Co. July 2013 - Present
UBS Investment Bank 2011 - 2011
Agricultural Bank of China July 2010 - August 2010
Skills
Corporate Finance, Bloomberg, Financial Modeling, Valuation, Investment Banking, Investments, Financial Analysis, Equity Research
Education
Massachusetts Institute of Technology 2012 — 2013
Master of Finance
Peking University 2008 — 2012
Bachelor of Arts, Finance, General
UBS Investment Bank July 2012 - Present
UBS Investment Bank November 2006 - June 2012
Nassau County Attorneys Office September 2005 - January 2006
Citak & Citak June 2004 - August 2004
Skills
Due Diligence, Legal Writing, Legal Research, Hedge Funds, Equities, Fixed Income, Derivatives, Corporate Law, Prime Brokerage, Contract Negotiation, Credit, Foreign Exchange, Futures, Risk Management, Collateral Management
Education
Hofstra University School of Law 2003 — 2006
Juris Doctor, Corporate and Commercial Law & Real Estate
Fordham University - College of Business Administration 1997 — 2001
B.S. in Business Administration, Marketing & Management
Toomre Capital January 2002 - Present
American Re Capital Markets September 1997 - 2001
Coopers & Lybrand L.L.P. June 1996 - August 1997
MetLife Investment Management Corp. March 1994 - March 1996
UBS Investment Bank February 1992 - December 1993
Smith Barney April 1989 - 1991
Lehman Brothers 1982 - March 1989
Digital Equipment Corporation 1980 - 1982
Schlumberger 1981 - 1981
Skills
Fixed Income, Derivatives, Capital Markets, Securitization, MBS, Debt, Quant, Options, Trading, Structured Products, Risk Management, Risk, Drupal, C, PHP, Matlab, Financial Engineering, Financial Risk, Enterprise Risk..., Commodity, Quantitative Investing, Valuation, Asset Management, Investments, ABS, Financial Structuring, Finance, Strategy, Hedge Funds, Investment Banking, Equities, Credit Derivatives, Market Risk, Securities, Portfolio Management, Investment Management, Volatility, Trading Systems, Equity Derivatives, Interest Rate..., Quantitative Finance, Proprietary Trading, Financial Services, Electronic Trading, Financial Markets, Alternative Investments, Analytics, Emerging Markets, FX Options, Swaps
Education
Massachusetts Institute of Technology 1978 — 1982
BSME, Mechanical Engineering
Consultant November 2014 - Present
Amazon June 2013 - March 2015
TAP Advisors May 2012 - April 2013
Barclays Capital June 2011 - May 2012
UBS Investment Bank March 2011 - June 2011
UBS Investment Bank August 2007 - March 2011
Jefferies & Company May 2006 - August 2006
Skills
Investment Banking, Corporate Finance, Acquisitions, Divestitures, Capital Raising, Mergers, Mobile Payments, Payment Systems, Mobile Technology, Strategic Planning, Financial Institutions, Restructuring, Capital Markets, Financial Forecasting, Credit Card Transaction..., E-commerce, E-payments, Retail, IPO, Business Launch, Product Launch, Credit, Credit Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2007
Master of Business Administration (MBA)
University of Michigan
BS, Psychology
University of San Francisco
MA, Sport Management
Stern Consulting Associates, LLC November 2008 - Present
MKP Capital February 2007 - November 2008
UBS Investment Bank March 2004 - June 2006
Andrew Davidson & Co. 1997 - 2004
Wells Fargo 1996 - 1999
Great Western Bank 1996 - 1997
LECG 1994 - 1995
Skills
Fixed Income, Econometrics, Statistics, Credit, MBS, Risk Management, Quant, ABS, Valuation, SAS, Mathematics, Capital Markets, Risk, Credit Risk, Financial Modeling, Data Analysis, Data Mining, Risk Analysis, Enterprise Risk..., Financial Risk, Analytics, Economics, Portfolio Management, Quantitative Investing
Education
Massachusetts Institute of Technology 1979 — 1983
PhD, Economics
Swarthmore College 1976 — 1979
BA, Mathematics, Economics
EBHS 1972 — 1976
Valedictorian
FundThrough December 2014 - Present
Zillidy Inc. June 2012 - Present
Eldridge Capital Ltd. September 2009 - Present
Centerview Partners July 2006 - March 2009
UBS Investment Bank July 2001 - August 2004
Skills
Asset Backed Lending, Private Equity, Venture Capital, Investment Banking, Valuation, Corporate Finance, Financial Modeling, Mergers, Due Diligence, Investments, LBO, Capital Markets, Emerging Markets
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Entrepreneurship
McGill University 1997 — 2001
B.Com, International Management and Finance
York Mills
Wells Fargo February 2014 - Present
JPMorgan Chase 2012 - 2014
JPMorgan Chase 2008 - 2012
J.P. Morgan 2005 - 2008
UBS Investment Bank 1996 - 2000
Skills
Equities, Investment Banking, Fixed Income, Financial Services, Hedge Funds, Alternative Investments, Capital Markets, Fugues, Derivatives, Trading Systems, Program Management, Securities, Valuation, Music Theory, Abstract Reasoning, Relationship Management, Financial Modeling, Bloomberg, Electronic Trading, Equity Derivatives, Private Equity, Options, Market Data, Corporate Finance, SDLC, Product Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
ABD, Music Theory and Composition
Manhattan School of Music 1987 — 1991
B.Mus, Music Theory and Composition
Scotia Capital May 2009 - Present
UBS Investment Bank February 2006 - April 2009
Cognizant Technology Solutions October 2004 - February 2006
UBS February 2003 - October 2004
Enron June 1997 - 2003
Information Advantage Associates October 1994 - June 1997
Coca Cola Foods 1991 - 1997
The Minute Maid Company 1991 - 1997
Sai Software Inc October 1991 - October 1994
BITECH 1989 - 1991
Skills
Software Development, Trading Systems, IT Strategy, Data Modeling, Data Warehousing, Database Design, SQL, C#
Education
Manipal Institute of Technology 1977 — 1982
B.E, Mech
Verisk Analytics June 2015 - Present
Bank of America Merrill Lynch November 2014 - February 2015
Canon USA December 2013 - November 2014
Pearson Technology November 2011 - November 2013
TheLadders.com July 2011 - November 2011
McGraw-Hill Higher Education March 2011 - July 2011
UBS Investment Bank December 2009 - March 2011
The FeedRoom February 2008 - December 2009
ShopText June 2007 - January 2008
Unix-Linux Solutions September 2001 - May 2007
Skills
Agile Methodologies, Scrum, Spring, Java, XML, Tomcat, Software Development, Integration, REST, JUnit, Eclipse, Subversion, SQL, Software Design, Software Project..., Web Services, SOA, Unix, Java Enterprise Edition, Maven, Ant, AJAX, Databases, Oracle, MySQL, Expert Systems, Hibernate, Web Applications, Linux, Agile Project Management, SOAP, JSON, JDBC, JBoss Application Server, Weblogic, Continuous Integration, Rules Engines, Artificial Intelligence, System Architecture, Information Architecture, JMS, Rally, iBatis, Flex, Test Driven Development, Extreme Programming, Resin, JBoss, Application Architecture
Education
Massachusetts Institute of Technology
Bachelor of Science, Computer Science and Engineering
University of Massachusetts, Amherst
M.S., Computer and Information Science
Dell July 2013 - Present
Aeris Communications February 2012 - June 2013
Apple June 2011 - March 2012
Goldman Sachs December 2009 - May 2011
UBS Investment Bank April 2007 - November 2009
Webster Bank June 2001 - April 2007
Skills
Unix, XML, SOAP, Java, SOA, Web Services, Spring, Oracle, JDBC, SQL, Linux, SDLC, Cassandra, Hibernate, Maven, Tomcat, JUnit, MySQL, Integration, REST, Spring Framework
Education
Rensselaer Polytechnic Institute at Hartford 2002 — 2006
Masters, Computer science
Marist College 1997 — 2000
BS, Computer Science
AIG January 2015 - Present
Affinion Group February 2012 - January 2015
UBS Investment Bank July 2010 - February 2012
Worktopia February 2008 - July 2010
ASML August 2007 - February 2008
World Records July 2005 - August 2007
Citigroup Asset Management 2001 - 2005
OnMoney.com 2000 - 2001
Gerald Metals December 1999 - August 2000
Cendant Mobility August 1998 - December 1999
Skills
C#, LINQ, WCF, MVC, jQuery, ASP.NET, Microsoft SQL Server, Git
Education
Manhattan College 1983 — 1987
BA, Mathematics
Allston Trading May 2006 - Present
UBS Investment Bank May 2003 - May 2006
Equitec Proprietary Markets October 2000 - December 2002
BidBuyBuild.com 2000 - 2000
Web Design Group 1999 - 2000
Options Clearing Corporation 1997 - 1999
Education
University of Illinois at Chicago 1997 — 1999
Marquette University 1985 — 1987
Credit Suisse January 2010 - Present
UBS Investment Bank 2006 - 2009
Electronic data systems 2005 - 2006
Larsen & Toubro Infotech 2003 - 2004
Skills
PL/SQL, Trading Systems, Sybase, Autosys, Unix Shell Scripting
Education
Manonmaniam Sundaranar University 1996 — 2000
BE
UBS Investment Bank June 2011 - Present
Morgan Stanley October 2006 - May 2011
Education
Manhattan College 1991 — 1996
Fairfield Public Schools June 2014 - Present
Roger Ludlowe MS, Fairfield Public School December 2012 - June 2014
Trailblazers Academy August 2012 - December 2012
UBS January 2011 - August 2012
UBS January 2009 - August 2009
UBS Investment Bank 1991 - 2008
UBS 1991 - 2003
Skills
Business Analysis, Investment Banking, Program Management, Leadership, Project Management, Management, Fixed Income, Marketing, Strategy, Training, FX Options, Strategic Planning, Analysis, Team Building, Sales, Vendor Management, Business Planning
Education
Sacred Heart University 2009 — 2011
Master's Degree, Education
Pace University 1992 — 1997
MBA, Marketing
Marist College 1983 — 1987
BA, Communication Arts, minor Psychology
UBS Investment Bank 2006 - Present
Education
Manhattan College 1980 — 1985
Newedge USA LLC March 2010 - Present
Newedge September 2007 - March 2010
UBS Investment Bank 2006 - 2007
ABN AMRO Futures June 2004 - October 2006
Merrill Lynch 2004 - 2004
ABN AMRO Sage Corp. 1997 - 2004
Education
Marquette University
UBS Investment Bank March 2007 - Present
UBS Investment Bank 1998 - 2010
Education
Marquette University 1978 — 1982
REBNY (Real Estate Board of New York) January 2008 - Present
UBS Investment Bank 2002 - December 2007
Oracle Corporation 1998 - 2002
Oxford Health Plans August 1998 - May 1999
Aboitiz Transport System Corporation 1993 - 1995
PNOC 1990 - 1992
Skills
Oracle, IT Strategy, SDLC, Java, PL/SQL, Enterprise Architecture, Business Analysis, SQL, Data Warehousing, Requirements Analysis, Software Project..., Software Development, CQ5, Maven, Unix, Jenkins, Tortoise SVN, Apache, Systems Analysis, Agile Methodologies
Education
Mapua Institute of Technology 1985 — 1990
BS COE, Computer Engineering
The Mabini Academy
High School
Credit Suisse March 2005 - July 2013
UBS Investment Bank April 2000 - January 2004
Ernst & Young August 1999 - March 2000
JP Morgan Chase July 1995 - August 1999
Skills
Equities
Education
Manhattan College 1990 — 1995
Coherence Capital Partners LLC November 2012 - Present
PwC October 2011 - November 2012
KPMG Advisory October 2010 - November 2011
BMO Capital Markets Corp. July 2009 - April 2010
Sailfish Capital Partners September 2008 - August 2009
Sailfish Capital Partners September 2005 - September 2008
UBS Investment Bank 1988 - 2005
UBS AG 1988 - 2005
Skills
Options, Risk Management, Hedge Funds, Fixed Income, Equities, Derivatives, Capital Markets, Financial Services, Bloomberg, Financial Risk, Trading, Portfolio Management, Trading Systems, Securities, Investment Banking, Bonds, Financial Markets, Middle Office, Back Office, Settlement, Mergers & Acquisitions, Prime Brokerage, FX Options, Emerging Markets, Mutual Funds, Banking
Education
Manhattan College 2003 — 2009
Bachelor Of Science, Management
UBS Investment Bank Marketing Coord.OppenheimerFunds2000 - 2004
Education
Manhattan College 1994 — 1998
1010data 2010 - 2013
Bushwick Analytics July 2006 - November 2008
UBS Investment Bank 2006 - 2008
Mecari Data Advisors January 2005 - June 2006
UBS Investment Bank August 2004 - December 2004
Education
Massachusetts Institute of Technology 1999 — 2002
Masters, Physics
The University of Chicago 1995 — 1999
BA, Physics
UBS Investment Bank November 1992 - Present
UBS Investment Bank November 2002 - May 2008
Salomon Brothers, Inc. 1981 - 1992
Education
Marquette University 1972 — 1977
UBS Investment Bank 2010 - Present
Goldman Sachs 2010 - 2010
Fidelity Investments 2009 - 2009
Allston Trading 2009 - 2009
Education
Massachusetts Institute of Technology
Raymond James October 2008 - Present
UBS 2005 - August 2008
UBS Investment Bank 1999 - 2008
Piper Jaffray June 1995 - June 1999
Smith Mitchell Investment Group June 1991 - June 1995
Skills
Securities, Fixed Income, Bonds, Series 63, Capital Markets, Series 7, Alternative Investments, Asset Management, Bloomberg, Hedge Funds, Investment Banking, Investments, Structured Products, Trading, Wealth Management, Derivatives, Equities, Trading Systems
Education
Manhattanville College 1979 — 1983
BA, Political Science
Hewlett-Packard March 2009 - Present
UBS Investment Bank 2010 - 2011
Thomson Reuters August 2008 - January 2009
CSC--Covansys 2001 - 2009
Wachovia, A Wells Fargo Company January 2007 - July 2008
Covansys India 2001 - 2008
Education
Manipal Institute of Technology 1994 — 1998
Chemical, Enginerring
Bloomberg LP August 2013 - Present
Graham Capital Management March 2011 - August 2013
UBS Investment Bank August 2005 - March 2011
FactSet Research Systems June 1999 - July 2005
Lockheed Martin June 1996 - June 1999
Skills
Trading Systems, C++, C, Java, C#, SQL, Perl, Market Data, .NET, XML, JavaScript, Equities, Linux, Software Development, Equity Trading, Object Oriented Design, Distributed Systems, Electronic Trading, Low Latency, Trading System, Unix, SDLC
Education
New York University - Polytechnic School of Engineering 2002 — 2008
M. S., Computer Science
Manhattan College 1992 — 1996
B.S., Electrical Engineering
Pepsi Beverages Company January 2011 - Present
Pepsi Beverages Company July 2010 - January 2011
Pepsi Beverages Company January 2010 - July 2010
RBS Global Banking & Markets August 2009 - August 2009
Thomson Reuters March 2006 - December 2008
Thomson Reuters December 2003 - December 2006
UBS Investment Bank August 2003 - November 2003
Skills
Project Management, Financial Analysis, Business Analysis, Business Objects, Process Improvement, Access, Data Analysis, Cross-functional Team..., Fixed Income, Microsoft Excel, Financial Modeling, Visio, Strategic Planning, Change Management, VBA, Finance, Requirements Analysis, Business Process, Analysis
Education
Manhattanville College 1998 — 2003
BA, Finance and Computer Science
Windhaven Investment Management 2014 - Present
Windhaven Investment Management 2009 - 2014
UBS Investment Bank 2005 - 2008
MindCom Corporation 1996 - 2003
IBM/Lotus 1995 - 1996
Lotus Development Corporation 1991 - 1995
L.L.Bean 1990 - 1991
Education
The Tuck School of Business at Dartmouth 2003 — 2005
MBA
Marietta College 1987 — 1990
BA, Business Management & English
IFC - International Finance Corporation May 2014 - August 2014
UBS July 2011 - July 2013
UBS Investment Bank July 2008 - July 2011
UBS Investment Bank 2007 - 2007
Skills
Investment Banking, LBO, Valuation, Capital Markets, Financial Modeling, Emerging Markets, Private Equity, Corporate Finance, Equities, M&A experience, Due Diligence, Financial Markets, DCF, Equity Research, Mergers & Acquisitions, Investments
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2015
Master of Business Administration (MBA), Finance Track
Universidad Pontificia Comillas 2002 — 2008
Double BA in Business Administration and Law
State Street December 2008 - Present
UBS Investment Bank 1996 - 2008
The Boston Company 1987 - 1996
Education
Massachusetts Institute of Technology - Sloan School of Management
BS, Management Information Systems
Bank of America Merrill Lynch August 2015 - Present
UBS Investment Bank August 1996 - August 2015
Skills
Investment Banking, Derivatives, Equities, Capital Markets, Fixed Income
Education
The University of Connecticut School of Business 2000 — 2002
MBA, Finance
Marist College
BS, Business/Philosophy
McLagan March 2011 - Present
UBS Investment Bank May 2010 - March 2011
UBS Investment Bank August 2007 - May 2010
Hewitt Associates February 2005 - August 2007
Skills
Business Analysis, Data Analysis, Analysis, Equities, Fixed Income, SDLC, Business Intelligence, Business Process..., Change Management, Derivatives, Financial Analysis, Financial Modeling, Investment Banking, Management, Management Consulting, Process Improvement, Program Management, Project Management, Requirements Gathering, Risk Management, SQL, SharePoint, User Acceptance Testing, Vendor Management, Visio
Education
Marist College 2000 — 2004
Information Technology, Business
84 LLC March 2014 - Present
Allston Trading September 2009 - January 2014
UBS Investment Bank June 2007 - August 2007
Morgan Stanley June 2006 - August 2006
Skills
Java, Distributed Systems, Low Latency Trading, Trading Systems, Quantitative Finance, Futures Trading, FX trading, Proprietary Trading, High Frequency Trading, Electronic Trading, Python, Web Development, JavaScript, Algorithms, Data Analysis, Machine Learning, Trading, Management
Education
Massachusetts Institute of Technology 2008 — 2009
Master's of Engineering, Electrical Engineering Computer Science
Massachusetts Institute of Technology 2004 — 2009
Bachelor's Degree, Computer Science and Engineering
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2008
Bachelor's Degree, Management Science
Analysis Group June 2013 - Present
Analysis Group December 2011 - Present
Analysis Group June 2011 - September 2011
UBS Investment Bank June 2010 - August 2010
Qwobl June 2009 - August 2009
Skills
Java, Python, C++, Financial Modeling, SAS, Data Analysis, VBA, Matlab, Stata, Valuation, Management Consulting, Fixed Income, SQL, Quantitative Analytics, Programming, Excel models, Training, Recruiting, Interviews, Teaching, Statistics
Education
Massachusetts Institute of Technology 2007 — 2011
SB, Mathematics with Computer Science and Management Science
US Treasury January 2010 - Present
UBS Investment Bank August 2005 - February 2009
Bank of New York Mellon August 1995 - August 2005
HSBC August 1989 - August 1995
Education
Marymount Manhattan College
Economics
Mercy College
Criminal Justice
UBS Investment Bank March 2015 - Present
UBS Investment Bank March 2012 - February 2015
UBS Investment Bank August 2008 - February 2012
UBS Investment Bank June 2007 - August 2007
Skills
Valuation, Investment Banking, Financial Modeling, Corporate Finance, Capital Markets, Private Equity, Investments
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
MBA, Finance and Real Estate
Walla Walla College 2001 — 2006
BA, French
Bank of America Merrill Lynch August 2015 - Present
UBS Investment Bank May 2002 - July 2015
Bridgewater Associates May 2000 - May 2002
Skills
Hedge Funds, Equities, Fixed Income, Capital Markets, Trading Systems, Prime Brokerage, Equity Trading, Equity Derivatives, Derivatives, Trading, Options, Middle Office, Bloomberg, Market Data, Electronic Trading
Education
Sacred Heart University 2001 — 2003
Master of Business Administration (MBA)
McDaniel College
Google 2014 - Present
Viacom Media Networks 2011 - 2014
Viacom Media Networks 2010 - 2011
Viacom Media Networks 2009 - 2010
UBS Investment Bank 2007 - 2009
Morgan Stanley May 2005 - August 2005
Skills
Corporate Development, Financial Modeling, Digital Media, Analytics, Valuation, New Media, Digital Strategy, Strategic Partnerships, Mobile/Tablet, Supply Side Platforms..., Data Management..., Ad Networks, Trading Desk, Real Time Bidding (RTB), Corporate Finance, Mobile Devices, Mobile Marketing, Content Strategy, Mobile Advertising, Digital Marketing, Online Advertising
Education
MIT 2003 — 2007
Wellesley College 2003 — 2007
Bachelor of Arts (B.A.), Economics & Spanish
One William Street Capital October 2013 - Present
UBS Investment Bank June 1998 - October 2013
Deutsche Bank Securities 1996 - 1998
Skills
Fixed Income, Capital Markets, Derivatives, Investment Banking, Credit Derivatives, Equities, Hedge Funds, Structured Products, Investments, Interest Rate..., Portfolio Management, Trading, Trading Systems, Equity Derivatives
Education
Massachusetts Institute of Technology 1989 — 1994
Ph.D., Electrical Engineering
University at Buffalo 1986 — 1989
B.S., Electrical Engineering
Bluecore January 2014 - Present
Errund December 2011 - Present
MIT March 2012 - January 2013
Novus Partners June 2012 - August 2012
Barclays Capital June 2011 - August 2011
UBS Investment Bank June 2010 - August 2010
MIT Media Lab June 2009 - September 2009
MIT Media Lab May 2008 - August 2008
Skills
Java, Python, MySQL, jQuery, Perl, PHP, C++, HTML5, Databases, Web Development, Objective-C, Web Services, Mobile Applications, Spring
Education
Massachusetts Institute of Technology 2012 — 2013
Master of Engineering (M.Eng.), Computer Science
Massachusetts Institute of Technology 2007 — 2011
BS, Electrical Engineering and Computer Science, Management
Federal Government College Warri
UBS Investment Bank January 2006 - Present
Skills
Financial Modeling, Valuation, Asset Management, Financial Analysis, Due Diligence, Equities, Microsoft Excel, Investments, Capital Markets, Leadership, Banking, Risk Management, Management, Corporate Finance, Finance
Education
Manhattanville College 1998 — 2002
Bachelors, Economics, History
EY September 2014 - Present
Booz Allen Hamilton June 2010 - August 2014
Viacom September 2009 - December 2009
Royal Bank of Scotland June 2009 - August 2009
UBS Investment Bank January 2009 - May 2009
Morgan Stanley May 2007 - August 2008
Skills
Strategic Planning, Business Process..., Strategic Workforce..., Workforce Planning, Banking, Organizational..., Organizational Design, Management, Business Strategy, Management Consulting, Program Management, Process Improvement, Financial Services
Education
Marist College 2006 — 2010
Bachelor of Science, Business Administration: Finance & International Business; Communications
The London School of Economics and Political Science (LSE) 2009 — 2009
Financial Markets
Coatue Management January 2014 - Present
Sanford C. Bernstein August 2010 - December 2013
McKinsey & Company May 2008 - July 2010
Schoelkopf Lab September 2006 - December 2007
UBS Investment Bank June 2005 - August 2005
Charles River Associates January 2005 - February 2005
Skills
Financial Modeling, Valuation, Equities, Business Strategy, Strategy, Management Consulting, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Emerging Markets, Equity Research
Education
Yale University 2006 — 2007
MS, Physics
Massachusetts Institute of Technology 2002 — 2006
BS, Physics, Economics
RGS
RGS
Raffles Junior College
Markit December 2011 - Present
UBS Investment Bank January 2010 - October 2011
PricewaterhouseCoopers August 2008 - July 2009
The Bank of New York Mellon December 2006 - August 2008
Education
Marymount Manhattan College 2002 — 2006
B.S., Accounting
The Chartered Institute of Management Accountants
Taylor Freres October 2014 - Present
Taylor Freres Americas 2014 - 2014
Taylor Freres Americas 2014 - 2014
Pierpont Securities April 2013 - August 2013
Cantor Fitzgerald July 2009 - April 2013
UBS Investment Bank 1992 - 2009
Skills
Equities, Capital Markets, Investment Banking, Bloomberg, Trading, Trading Systems, Electronic Trading, Fixed Income, Series 7, Hedge Funds, High Yield, Credit Derivatives, Swaps, Portfolio Management, Derivatives, Alternative Investments, Risk Management, Leveraged Finance
Education
Marquette University 1974 — 1976
Master of Business Administration (MBA), Finance, General
University of Arkansas at Little Rock 1966 — 1970
Labor and Industrial Relations
Nomura Securities April 2014 - Present
Nomura Securities April 2010 - April 2014
UBS Investment Bank January 2009 - March 2010
Skills
Derivatives, Investment Banking, Equities, Bloomberg, Capital Markets, Swaps, Structured Products, Valuation, Securities
Education
Manhattan College 2006 — 2008
Bachelor's degree, Finance, General
Lanson International September 2014 - Present
Oyster Bay Wines USA March 2012 - August 2014
Oyster Bay Wines USA January 2011 - March 2012
Oyster Bay Wines USA December 2009 - December 2010
Kelley Drye & Warren LLP October 2008 - December 2009
UBS Investment Bank August 2007 - August 2008
Education
Marist College 2003 — 2007
BA, Economics and Business Administration: Finance
MSD Partners, L.P. September 2015 - Present
BlueMountain Capital Management May 2013 - September 2015
JP Morgan: CDS/ Rates Prime Brokerage & OTC Clearing Services February 2011 - May 2013
ICAP July 2010 - February 2011
ICAP July 2009 - July 2010
Forex Capital Markets, Dailyfx.com, Cfdtrading.com January 2009 - July 2009
UBS Investment Bank May 2008 - August 2008
Forex Capital Markets January 2008 - April 2008
Skills
Clearing, Prime Brokerage, CDS, Credit Derivatives, Structured Products, Netting, Fixed Income, Equities
Education
Manhattan College 2005 — 2009
Bachelors of Science in Business Administration, Finance, Global Business
Inclusive Realty Advisors LLC October 2012 - November 2014
Credit Agricole CIB February 2010 - September 2011
UBS Investment Bank May 2007 - February 2009
Merrill Lynch November 2005 - May 2007
Citi May 2001 - November 2005
Swiss Bank/UBS Warburg April 1997 - March 2001
Gifford Fong Associates June 1996 - April 1997
Greenwich Capital Markets/FMAC March 1991 - August 1994
Skills
Derivatives, Financial Structuring, Commodity, Structured Finance, Financial Modeling, Equities, Financial Risk, Fixed Income, Real Estate Financing, Structured Products, Investment Banking, Commercial Real Estate, Swaps, Risk Analytics, Asset Management, Risk Management, Portfolio Management, FX Options, Energy, Global Client Management, Treasury, Project Finance
Education
MIT Sloan School of Management 1994 — 1996
MBA, Financial Engineering, 3.5/4.0
University of California, Los Angeles 1986 — 1991
Bachelor of Science, Mathematics and Economics, 3.1/4.0
Dinsmore Capital Management July 2007 - Present
UBS Investment Bank March 2000 - July 2007
Forum Capital Markets 1996 - 1998
Morgan Stanley January 1988 - February 1996
Education
Manhattanville College 1976 — 1980
BA, MA
Royal Bank of Scotland March 2011 - Present
Ellington Management Group November 2005 - December 2010
UBS Investment Bank November 2003 - November 2005
UBS Investment Bank January 2002 - November 2003
UBS Investment Bank August 2000 - January 2002
Skills
Loans, Hedge Funds, Funding, Portfolio Management, Fixed Income, Contract Negotiations, Settlement, Investment Banking, Due Diligence, Risk Management, Excel, Structured Products
Education
Manhattanville College 1992 — 1996
BA, Business Management
Rye Global Investors, LLC February 2015 - Present
UBS Investment Bank August 2011 - April 2014
Morgan Stanley 2007 - 2011
UBS 2001 - 2007
Skills
Equity Derivatives, Hedge Funds, Equities, Derivatives, Financial Engineering, FX Options, Financial Structuring
Education
Massachusetts Institute of Technology - Sloan School of Management 1997 — 1999
MBA, Financial Engineering
University of New Hampshire -- Peter T. Paul College of Business and Economics 1988 — 1992
B.A., Economics
Covaris September 2013 - Present
Neumitra May 2013 - September 2013
Massachusetts Institute of Technology September 2011 - September 2013
NYC Civic Corps August 2010 - June 2011
UBS Investment Bank June 2007 - June 2010
UBS Investment Bank June 2006 - August 2006
Education
Massachusetts Institute of Technology 2011 — 2013
Master of Science (M.S.)
Massachusetts Institute of Technology 2003 — 2007
Bachelor of Science (B.S.)
UBS Investment Bank March 1999 - Present
SwissRe Life & Health August 1968 - August 1997
Sear Roebuck & Co. June 1965 - March 1968
Education
Marymount Manhattan College 1993 — 1997
Bachelor of Science, Business
Nomura Securities 2012 - Present
UBS Investment Bank 2010 - 2012
UBS Investment Bank 2006 - 2010
Instinet Incorporated 2005 - 2006
AXA Tech 2004 - 2005
AXA 2001 - 2004
Scient 2000 - 2001
Deloitte Consulting 1998 - 2000
Skills
Java, Perl, C++, SQL, Object Oriented Design, Enterprise Architecture, Equities, Fixed Income Research
Education
Massachusetts Institute of Technology
BS, M-Eng, Computer Science, Economics
UBS Investment Bank May 2010 - Present
UBS, New Zealand April 2005 - May 2010
Bank of New Zealand July 2004 - April 2005
Skills
Investment Banking, Equities, Capital Markets, Valuation, Financial Modeling, Corporate Finance, Derivatives, Financial Analysis, Due Diligence, Private Equity, Investments, LBO, Bloomberg, M&A experience, Mergers
Education
Massey University 2002 — 2003
Master of Business Studies (Hons), Finance
University of Auckland 1999 — 2001
Bachelor of Commerce (B.Com.), Economics/Finance
Millennium Partners April 2013 - Present
UBS Investment Bank October 2008 - March 2013
UBS Investment Bank July 2007 - October 2008
UBS Investment Bank February 2006 - June 2007
Northrop Grumman Corporation November 2004 - January 2006
Lakeshore Trading, LLC November 2001 - November 2004
YesTrader, Inc. May 2000 - October 2001
Mechanical Dynamics, Inc. July 1999 - May 2000
Mechanical Dynamics, Inc. 1997 - 1999
Skills
Electronic Trading, Trading Systems, Derivatives, Equities, Fixed Income, Equity Derivatives, Trading, Equity Trading, Options, Hedge Funds, Capital Markets, Market Data, Investments, Bloomberg, Matlab, C#, Unix, Windows, C++
Education
University of Chicago 2010 — 2012
M.S., Financial Mathematics
University of Michigan 1995 — 1998
M.S., Mechanical Engineering
M.I.T. 1990 — 1994
B.S., Mechanical Engineering
Rialto Capital Management April 2013 - Present
UBS Investment Bank June 2012 - April 2013
Credit Suisse August 2006 - June 2012
Education
Hofstra University School of Law 2003 — 2006
Doctor of Law (J.D.)
Tufts University 1996 — 2000
Bachelor of Arts (B.A.), History & Political Science
St. Mark's School 1993 — 1996
College Alpin Beau Soleil 1990 — 1992
Jefferies & Company August 2012 - Present
Knight Capital Group July 2008 - August 2012
UBS Investment Bank November 2005 - June 2008
Goldman Sachs June 2000 - October 2004
Conseco Capital Management July 1994 - May 2000
Skills
Fixed Income, Hedge Funds, Equities, CDS, Bloomberg, Derivatives, Capital Markets, Credit Derivatives, Bonds, Alternative Investments, High Yield, Trading, Portfolio Management, Equity Derivatives, Asset Managment, Investment Banking, Asset Management, Private Equity, Investments, Valuation, Securities, Structured Finance, Financial Markets, Emerging Markets, Structured Products, Equity Research, Options, Trading Systems
Education
University of Houston 1992 — 1994
MBA, Finance
Manipal Academy of Higher Education 1986 — 1990
B.Tech, Electric engineering
Modern School 1977 — 1986
High School
Evercore August 2013 - Present
UBS Investment Bank July 2011 - August 2013
Goldman Sachs June 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Union Pacific Railroad May 2008 - August 2008
Skills
Valuation, Financial Modeling, Investment Banking, Financial Analysis
Education
Marquette University 2008 — 2011
Finance
University of Nebraska-Lincoln 2006 — 2008
UBS Investment Bank March 1999 - 2013
Warburg Dillon Read, NY, NY October 1998 - March 1999
SwissRe Life and Health America, Inc. August 1968 - August 1997
Skills
Microsoft Excel, Outlook
Education
Marymount Manhattan College 1993 — 1997
BA, Business
BNY Mellon September 2013 - Present
UBS Investment Bank October 1994 - June 2013
Bear Stearns. June 1990 - September 1994
Skills
Equities, Investments, Portfolio Management, Fixed Income, Banking, Series 7, Derivatives, Mutual Funds, Capital Markets, Risk Management
Education
Manhattan College 1986 — 1990
Bachelor's Degree, Finance, General
Deloitte August 2015 - Present
Deloitte July 2012 - August 2015
EY December 2011 - July 2012
Tantus Technologies, Inc. October 2009 - December 2011
Microsoft July 2007 - July 2009
UBS Investment Bank January 2007 - July 2007
Deloitte January 2005 - January 2007
Credit Suisse July 2003 - January 2005
Skills
Data Privacy, Privacy Policies, Privacy Compliance, Certified Information...
Education
Marist College 1999 — 2003
Bachelor's degree, Management Information Systems and Services