Experience
Madison Partners  January 2014 - Present
Pulse Geomedia   August 2009 - Present
The Mountain Pulse   January 2010 - Present
UBS Investment Bank   January 2005 - November 2007

Skills
Content Marketing, Business Strategy, Social Media Marketing, Website Development, Marketing, Marketing Strategy, Public Relations

Education
Michigan State University   2000 — 2004
Finance, Business, Academic All Big Ten

Experience
Panton Capital Holdings   2014 - Present
YP  2013 - 2014
Cadillac Jack, Inc. an Amaya Company   2012 - 2013
Wells Fargo Securities  2010 - 2012
BMO Capital Markets  2009 - 2009
UBS Investment Bank   2009 - 2009

Education
Morehouse College   2006 — 2010
Bachelor's Degree, Finance

The London School of Economics and Political Science (LSE)

Experience
Apple  August 2014 - Present
Gunbygun.org   November 2013 - Present
Beats Music  May 2014 - July 2014
Monsoon Company  May 2012 - April 2014
Jixee   November 2010 - April 2012
Appregatta Technologies   November 2008 - September 2010
Strategic Equity Group  October 2007 - August 2008
Grant Thornton LLP  July 2004 - September 2007
UBS Investment Bank   2003 - 2004
Sempire Systems, Inc.   July 1999 - June 2003

Skills
SaaS, Start-ups, Entrepreneurship, Cloud Computing, Enterprise Software, Financial Modeling, Strategy, Product Management, Growth Strategies, Business Strategy, Venture Capital, Product Strategies, Business Development, Digital Strategy, Strategic Partnerships, Corporate Development, Financial Analysis, User Experience, Private Equity, Due Diligence, Product Development, Competitive Analysis, Data Analysis, Mobile Applications, Business Valuation, M&A experience, Corporate Finance, Web Applications, Mergers & Acquisitions, Mobile Devices, Software Development, Go-to-market Strategy, Web Analytics, Valuation, Mergers, Business Intelligence, Mobile Analytics, Cross-functional Team..., Management, Analytics, Product Marketing

Education
Michigan State University
Finance

Experience
Freelance  2009 - 2012
UBS Investment Bank   2001 - 2006

Education
University of Southern California   2013 — 2015
Master's degree, Public Diplomacy

Monterey Institute of International Studies   2008 — 2009
Master of Arts (M.A.), Translation and Interpretation

上智大学 / Sophia University
Bachelor of Arts (B.A.), Japanese Studies

Experience
Dagger   October 2013 - Present
InterContinental Hotels Group  June 2013 - January 2014
Engauge (US)   January 2013 - May 2013
Engauge (US)   May 2011 - December 2012
Engauge (US)   January 2010 - May 2011
Engauge (US)   October 2007 - December 2009
UBS Investment Bank   August 2006 - September 2007

Skills
Digital Media, Email Marketing, Social Media, Mobile Marketing, Digital Marketing, Integrated Marketing, Social Media Marketing, Online Advertising, Advertising, Mobile Devices, Social Marketing, Digital Strategy, Interactive Marketing, Marketing Strategy, User Experience, Marketing Communications, Interactive Advertising, Project Management, Google Analytics, Content Strategy, SEM, Web Analytics, Creative Strategy, CRM, Strategic Partnerships, Strategy

Education
Mercer University   2001 — 2005

Experience
First Avenue Partners   March 2008 - Present
i3 Verticals, LLC  December 2012 - May 2014
Gen Cap America   May 2006 - December 2007
UBS Investment Bank   2004 - 2006
Salomon Smith Barney  2000 - 2002

Skills
Mergers & Acquisitions, Financial Analysis, Corporate Finance, Transaction Processing, Business Valuation, Valuation, Due Diligence, Strategic Planning, Corporate Development, Financial Modeling, Credit Card Transaction..., Strategic Financial..., Private Equity, Finance, Investment Banking, Venture Capital, Deal Sourcing, Capital Markets, Financial Reporting, Financial Accounting, Corporate Governance, LBO, Equities

Education
Vanderbilt University   2002 — 2004
MBA, Accounting, Finance

Millsaps College   1996 — 2000
BBA, Business Administration

Experience
UBS Investment Bank   December 2014 - Present
Vanderbilt University Medical Center  October 2012 - December 2014
Vanderbilt University Medical Center  September 2011 - October 2012
Vanderbilt University Medical Center  October 2009 - September 2011
United Recovery Services   May 2009 - September 2009

Skills
Database Design, Web Services, AJAX, Windows, Software Documentation, Oracle, Programming, XML, jQuery, Software Development, Databases, Web Development, JavaScript, SQL, Database Administration, HTML, CSS, Web Applications, PHP, ColdFusion, T-SQL, Microsoft SQL Server

Education
Middle Tennessee State University   2004 — 2008
BS, Computer Science

Experience
National Oilwell Varco  December 2014 - Present
National Oilwell Varco  February 2014 - December 2014
National Oilwell Varco  September 2013 - February 2014
Sheakley PaySystems   August 2013 - September 2013
Sheakley PaySystems   August 2012 - August 2013
UBS Investment Bank   November 2011 - September 2012
Sherwin Williams  November 2009 - November 2011
Walgreens  May 2008 - July 2009

Skills
Microsoft Excel, Microsoft Office, Accounts Receivable, Accounting, Customer Service, Training, Cash Flow, Management, Accounts Payable, Managerial Skills, Account Reconciliation, Leadership, Financial Analysis, Operations Management, QuickBooks, Data Modeling, Great Plains Software, 10 Key, PeopleSoft, Oracle Applications, Month End Close, Syteline ERP, Hyperion HFM, General Ledger, ProComm, Evolution, Invoicing, Bank Reconciliation, Sarbanes-Oxley, Financial Statements, Payroll, Budgets, Sales, Forecasting, Finance, Process Improvement, Time Management, Outlook, Microsoft Word, Analysis, Variance Analysis

Education
Middle Tennessee State University   2011 — 2013
Master of Business Administration, Emphasis in Accounting, 3.94

University of Central Florida   2005 — 2009
Bachelor of Science, Business Management

Experience
Palms Associates  March 2014 - Present
Lazard  October 2010 - May 2013
UBS Investment Bank   September 2006 - October 2010
Andrews International  December 2005 - September 2006

Skills
Executive Level..., Meeting Scheduling, Travel Arrangements, Event Planning, Calendaring, Organizational &..., Expenses, Client Interfacing..., Multi-tasking Skills, Microsoft Office, Internet, Lotus Notes, PeopleSoft, Concur, Office Administration

Education
Marylhurst University   2009 — 2013
Bachelor of Science (B.S.), Real Estate

Mt. San Antonio College   2005 — 2008
Associate of Arts (A.A.), Social and Behavioral Sciences

Mt. San Antonio College   2005 — 2008
Associate of Arts (A.A.), Fine Arts and Humanitites

Experience
UBS Investment Bank   July 2014 - Present
UBS Investment Bank   June 2013 - August 2013
SICA Wealth Management  June 2012 - August 2012

Education
Middlebury College   2010 — 2014
Bachelor of Science, Economics

CFA Level II Candidate

Experience
Larrikin Entertainment   September 2012 - Present
UBS Investment Bank   February 2010 - September 2012
Herbert Smith Freehills  March 2008 - February 2010
Sullivan & Cromwell LLP  September 2006 - February 2008
KPMG Corporate Finance  November 2006 - February 2007

Skills
Data Analysis, Capital Markets, M&A experience, Investment Banking, Mergers & Acquisitions, Financial Modeling, Private Equity, Strategy, Business Strategy, Capital Raising, Corporate Finance, Due Diligence, Management, Business Development, New Business Development, Competitive Analysis, Leadership, Strategic Planning, Marketing Strategy

Education
Monash University   2002 — 2007
Bachelor of Commerce (BCom), Accounting and Finance, High Distinction

Monash University   2002 — 2007
Bachelor of Laws (LLB), Law, Honours

Experience
NBCUniversal, Inc.   June 2014 - August 2014
UBS Investment Bank   July 2011 - August 2012
Century 21 Action Plus Realty  March 2010 - August 2011

Skills
HTML, Customer Service, Microsoft Office, Spanish, English, Financial Analysis, Team Leadership, Social Networking, Real Estate, Telecommunications, Windows, Market Research, Research, PowerPoint, Social Media, Microsoft Excel, Teamwork

Education
Michigan State University   2011 — 2015
Advertising Management & Media

Experience
Copperwood Asset Management   July 2012 - Present
Centaurus Energy  August 2008 - June 2012
UBS Investment Bank   January 2003 - July 2008
Enron  May 2001 - January 2003

Skills
Trading, Commodity Markets, Energy, Financial Structuring, Swaps, Software Development, Derivatives, SQL, Business Process, Risk Management, Hedge Funds, Trading Systems, Natural Gas, Hedging, Energy Markets, Commodity

Education
Moscow Aviation Institute (State Technical University) (MAI)   1989 — 1995
Master's degree in Mechanical Engineering, Aerospace

Experience
NCSOFT  April 2015 - Present
KIXEYE  October 2013 - March 2015
KIXEYE  March 2013 - October 2013
various companies  January 2011 - February 2013
UBS Investment Bank   June 2010 - August 2010
BlackRock Financial Management  January 2007 - June 2009
BlackRock Financial Management  September 2005 - June 2009

Education
The University of Chicago - Booth School of Business   2009 — 2011
MBA, Finance and Entrepreneurship

Middlebury College   2001 — 2005
BA, International Politics and Economics

Experience
Roper St. Francis Healthcare  August 2012 - Present
AmniSure International, LLC  November 2009 - August 2010
UBS Investment Bank   August 2008 - August 2009
Dr. Wilfred Brown   February 2006 - September 2007

Skills
Healthcare, Healthcare Information..., Marketing, Hospitals, Nursing, Medicine, EMR, Clinical Research, HIPAA

Education
University of South Alabama   2012 — 2014
Doctorate of Nursing Practice, Family Practice Nurse/Nursing

Medical University of South Carolina   2011 — 2012

Northeastern University
Bachelor of Arts, Communication Studies

Harvard Extension
Post, Baccalaureate Pre-Med

Medical University of South Carolina
Bachelor of Science, Nursing

The American University of Paris
Coursework, Communications Studies

University of Cambridge International
Certificate, International Business

Experience
ArtaBit   February 2014 - Present
Morgan Stanley  April 2013 - November 2014
UBS Investment Bank   2009 - December 2012
Sumo Capital   March 2009 - April 2010
Atlas Lion Capital LLC   April 2007 - March 2009
Lehman Brothers  July 2005 - April 2007
Intel Corporation  August 1998 - August 2002
Microware  1996 - 1998

Skills
Derivatives, C++, C#, .NET, Multithreading, Fixed Income, Python, R, NumPy

Education
Michigan Technological University   1993 — 1996
B.S, Electrical Engineering

Experience
Finra  March 2009 - Present
UBS Investment Bank   January 2007 - March 2009
NYSE Regulation  March 1999 - December 2006

Skills
Compliance and..., Finance, Fraud, Insurance, Management, Risk Management, Analysis, Securities, Financial Risk, Banking, FINRA

Education
Mount Saint Mary College   1993 — 1995
Bachelor's degree, Business Administration and Management, General

Experience
Archer Daniels Midland Company  May 2014 - Present
Archer Daniels Midland Company  February 2014 - May 2014
Millikin University  September 2011 - May 2014
Archer Daniels Midland  October 2013 - February 2014
Archer Daniels Midland  May 2013 - August 2013
State Farm Insurance  May 2012 - July 2012
UBS Investment Bank   June 2009 - August 2009

Skills
Accounting, QuickBooks, Financial Accounting, Financial Analysis, Bookkeeping, Customer Service, Financial Reporting, Teamwork, Tax, Auditing, Research, Accounts Payable, Access, Income Tax, Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, SQL, Oracle, Marketing, Visual C#, Management, Network Administration, Business Analyst, System Analyst, Linux, Facebook, Databases, QlikView, Business Intelligence, Business Process..., Business Process..., JD Edwards, Access Database, MySQL, Supply Chain, Data Analysis, Critical Thinking, Google Docs, Leadership, Social Networking, Data Entry, Public Speaking, Time Management, Social Media, Event Planning, Teaching, Team Leadership

Education
Millikin University   2010 — 2014
Bachelor of Science (B.S.), Accounting and Information System, 3.0+

Millikin University   2010 — 2014
Bachelor of Science (BS), Accounting and Computer Science

Experience
Allstate - The Nowden Agency, LLC   April 2011 - Present
UBS Investment Bank   August 2008 - August 2009
American Woodmark  August 2007 - July 2008
Weyerhaeuser  2002 - 2007

Skills
Strategic Planning, Insurance, Risk Management, Business Analysis, Analysis, Finance, Microsoft Excel, Budgets, Sales Management, New Business Development, Financial Analysis, Forecasting, Management, Investments, Business Planning, Sales, Pricing

Education
Cambridge University International Examinations (CIE)   2008 — 2009
International Business, Managing Teams, Managing Information

Morehouse College   1998 — 2002
B.A., Business Administration, concentration in Marketing

Experience
Excurro Capital LLC   April 2005 - Present
Asset Recovery Corp   October 2006 - February 2012
Global Thermoelectric  May 2005 - October 2011
Rockwood Equity Partners  April 2005 - October 2011
National City Bank  October 2003 - April 2005
UBS Investment Bank   June 2001 - September 2003
Deloitte Consulting  1997 - 2000

Skills
Private Equity, Investment Banking, Financial Modeling, Due Diligence, Valuation, Corporate Finance, Mergers & Acquisitions, Venture Capital, Corporate Development, Financial Analysis, Strategic Planning, Business Strategy, M&A experience, Investments, Start-ups, Capital Markets, Strategy, Restructuring, Business Valuation, Divestitures, Mergers, Entrepreneurship

Education
University of Michigan - Stephen M. Ross School of Business   2000 — 2002
MBA

Miami University   1993 — 1997
BS, Economics

Experience
Royal Bank of Scotland  August 2009 - Present
UBS Investment Bank   March 2002 - November 2008
Merrill Lynch  2000 - 2002
Barclays Capital  1999 - 2000
Lehman Brothers  1997 - 1999
Prudential Financial  1995 - 1997
First Fidelity Bank  1993 - 1995

Skills
Derivatives, Capital Markets, FX Options

Education
Montclair State University   1989 — 1993
Finance/Business Administration, Finance/Business Administration

Experience
SS&C GlobeOp  May 2010 - Present
Diana WelshockPage 2S.A.C. Capital Advisors, L.P   May 2006 - May 2010
UBS Investment Bank   December 2004 - June 2005
Citigroup  September 2002 - June 2004
Aetna  January 2000 - January 2001
American Express Financial Advisors  January 1996 - January 2000
Perrier Group of America  January 1994 - January 1995
Aetna  January 1986 - January 1992

Skills
Hedge Funds, Customer Service, Investments, Alternative Investments, Financial Services, Accounting, Asset Management, Microsoft Office, Microsoft Excel, Finance, Financial Analysis, Bloomberg, Equities, Account Reconciliation, Fixed Income, Derivatives

Education
Middlesex Community College   1990 — 1992
Associate's degree, Accounting and Finance

Haddam-Killingworth H.S

Experience
Envisage Advisors LLC   September 2015 - Present
Bonwick Capital Partners  January 2015 - July 2015
VCap Investment Group   February 2014 - January 2015
NMS Capital Group   March 2013 - November 2013
Growthink  February 2012 - March 2013
Capital IQ  October 2006 - June 2009
UBS Investment Bank   July 2004 - June 2006

Skills
Business Development, Relationship Management, Marketing, Contract Negotiation, Cross-functional Team..., Staff Development, Sales, Financial Analysis, Financial Modeling, Consulting, Investment Banking, Market Research, Business Strategy, Training, Leadership, CRM, Management Consulting, Program Management, Mergers & Acquisitions, Management

Education
The University of Chicago - Booth School of Business   2009 — 2011
MBA, Business Administration; Finance and Accounting

Morehouse College   2000 — 2004
Bachelor of Arts, Economics

Experience
Bank of America Merrill Lynch  March 2015 - Present
UBS Investment Bank   April 2013 - March 2015
UBS Investment Bank   June 2010 - May 2012
UBS  November 2005 - June 2010

Skills
Derivatives, Investment Banking, Loans, Trading, Fixed Income, Bankruptcy, Distressed Debt, Private Placements

Education
NYU Stern School of Business   2009 — 2012
M.B.A., Finance, Management

Middlebury College   2001 — 2005
B.A., Political Science

Fairfield Prep   1998 — 2001

Queen Mary, U. of London

Experience
Orion Learning Services   November 2012 - June 2015
Burke & Chase Career Management Resources   November 2008 - July 2013
Volt Information Sciences  January 2007 - January 2008
Techlink Consulting, Ramsey, NJ   November 2006 - January 2007
Paragon  June 2004 - November 2006
Esoterix  May 2002 - June 2004
UBS Investment Bank   October 1997 - September 2001

Skills
Troubleshooting, Team Management, Specifications, Recruiting, Escalation, Time Management, Business Analysis, Business Process..., Customer Service, Customer Experience, Problem Solving, Project Management, Call Center Development, Call center start-up, Call Center..., Due Diligence, Retail Banking, Commercial Banking, Entrepreneurship, Business Process, Vendor Management, Leadership, Call Center, Software Documentation, Coaching, Team Building, Training, Management, CRM, Team Leadership, IPFIX, Process Improvement, PMP, Program Management, Cross-functional Team..., Change Management, Disaster Recovery, Quality Assurance, Outsourcing, Analysis, Integration, Project Planning, Budgets, Project Portfolio..., Visio, SDLC, PMO, Software Project..., Testing, Networking

Education
Pro-Data IT Training   2015 — 2015
Project Mgmt Professional ( PMP ) Network+

Mercer County Community College   2008 — 2009
Certification, American Management Association (AMA)

Experience
Chain IQ Group AG  October 2014 - Present
Barclays Bank  June 2014 - October 2014
UBS Investment Bank   March 2013 - May 2014
SuperMedia LLC  June 2011 - March 2013

Skills
Sales, Account Management, Investment Banking, Advertising, Market Data, Banking, Procurement, Contract Negotiation, Contract Management, Negotiation, Social Media, Online Advertising, Advertising Sales, Marketing, Salesforce.com, Cold Calling, Vendor Management

Education
St. Mary's College   2013 — 2014
Postgraduate Certificate, International Business

Moravian College   2007 — 2011
Bachelor of Science (BS), Business Management

Experience
GIC  March 2015 - Present
UBS Investment Bank   March 2014 - March 2015
Royal Bank of Scotland  June 2011 - February 2014
Community Enterprise Solutions  July 2010 - August 2010

Education
Miami University   2008 — 2012
Bachelor of Science, Majors: Finance & Accounting; Minor: Spanish

Experience
UBS  January 2015 - Present
UBS Investment Bank   August 2013 - December 2014
UBS Investment Bank   June 2012 - August 2012
Chemetall Oakite  March 2011 - May 2012

Skills
Excel, Operations Research, Microsoft Office, Minitab, Business Process..., Systems Engineering, Supply Chain Management, Logistics, Financial Modeling, iGrafx, Monte Carlo Simulation, AutoCAD, Cost Accounting, Business Process..., Relational Databases, Sourcing & Procurement, Project Portfolio..., Demand Forecasting, Six Sigma, Statistical Modeling, Risk Analysis, System Architecture, Photoshop, Process Engineering, Microsoft Excel, Matlab, Integration, Business Analysis, Process Simulation, Project Management, PowerPoint, Management, Databases, Data Analysis

Education
Stevens Institute of Technology   2012 — 2013
M. Eng, Systems Engineering / Logistics & Supply Chain Management / Project Management

Stevens Institute of Technology   2009 — 2013
B.Eng, Engineering Management, Minor in Economics

Mithibai College   2004 — 2006
High School Diploma, Math & Science

Bhagubhai Mafatlal

Experience
UBS Investment Bank   January 2012 - Present
UBS Global Global Asset Management (Canada) Inc.   January 1995 - January 2012
BNP (Canada) Securities   June 1990 - January 1995

Skills
Equities, Portfolio Management, Asset Management, Bloomberg, Investments, Fixed Income

Education
McGill University   1975 — 1977
MBA, Finance

Experience
Ford Motor Company  June 2008 - August 2008
United States Army  June 2003 - April 2007
UBS Investment Bank   August 1999 - April 2003

Skills
Corporate Finance, Entrepreneurship, Financial Analysis, Non-profits, Strategic Planning, Mergers, Mergers & Acquisitions, Program Management, Strategy, Start-ups, Management, Management Consulting, Venture Capital, Portfolio Management, Strategic Partnerships, Finance, Private Equity, Due Diligence, Executive Management, Nonprofits, Business Strategy, Corporate Development, Valuation, Competitive Analysis

Education
Yale University - Yale School of Management   2007 — 2009
M.B.A.

Michigan State University   1996 — 2001
B.A.

Experience
UBS Investment Bank   April 2012 - Present
UBS Investment Bank   August 2010 - May 2012
UBS  April 2007 - August 2010
Northern Trust  February 2005 - December 2006
Cognizant Technology Solutions  November 2004 - February 2005
JP Morgan Chase  February 2003 - October 2004
Bank of America  2001 - 2003
General Motors  October 1999 - October 2001
MICHIGAN STATE VIRTUAL UNIVERSITY   March 1997 - October 1999

Skills
Change Management, Requirements Gathering, Strategy, Project Management, Analysis, Vendor Management, Integration, Information Technology, Risk Management, Team Management, Business Analysis, Business Requirements, IT Strategy, Leadership, Financial Services, Project Portfolio..., SDLC, Project Delivery, Contract Negotiation, Business Process..., Requirements Analysis, Compliance Solutions, Management, Software Documentation, Actimize, Release Management, ITIL, Compliance Software, Compliance Monitoring, Compliance Support, Global Compliance, Compliance, IT Compliance, E-commerce, ServiceNow, Business Objects, IT Service Management, IT Service Delivery, ITIL Certified

Education
Michigan State University   1997 — 1999
MA, Telecommunications

Michigan State University   1994 — 1997
B.A., Telecommunication

Experience
Madison Square Garden  October 2008 - Present
UBS  January 2007 - June 2008
UBS Investment Bank   2007 - 2008
Liz Claiborne  April 2001 - January 2007

Education
Montclair State University   1996 — 1999

Experience
Evanston Premier Healthcare Research LLC   June 2012 - Present
UBS Investment Bank   July 1998 - March 2005
Cambridge Technology Partners  June 1997 - August 1998

Skills
Business Development, Strategic Planning, Program Management, Leadership, Team Building, Strategy, Recruiting, Account Management, Start-ups, Leadership Development, New Business Development, Contract Negotiation, Vendor Management, Microsoft Office, Sales, Business Intelligence, SQL, Clinical Trials, Training, Regulatory Affairs, Management, Protocol

Education
The University of Chicago - Booth School of Business   2001 — 2003
Master of Business Administration (MBA), Business Administration and Management, General

University of Iowa   1995 — 1997
Master's degree, Mathematics and Computer Science

Mount Mercy College   1991 — 1995
Mathematics and Computer Science

yanan high school

Experience
AIG  February 2013 - Present
UBS Investment Bank   February 2002 - November 2012
Enron  February 2000 - February 2002
WiseSoft LLC   December 1999 - December 2000
Talan Plus   July 1996 - December 1999
IBOPC   June 1991 - June 1996

Skills
Software Development, OOP, .NET, Architecture, Design Patterns, WCF, Distributed Systems, LINQ, Fixed Income, Interest Rate..., Credit Derivatives, Derivatives, Trading Systems, Investment Banking, Risk Management, Agile Methodologies, UML, Trading, Commodity, Market Data, SOA

Education
Moscow Institute of Physics and Technology (State University) (MIPT)   1985 — 1991
Master, Applied Mathematics and Physics

Kiev school #145   1982 — 1985

Experience
Pernix Therapeutics  June 2014 - Present
Ciamara Corp.   July 2008 - Present
Cantor Fitzgerald  December 2009 - June 2014
Clinton Health Access Initiative  October 2008 - October 2009
Sectoral Asset Management  May 2001 - May 2006
UBS Investment Bank   March 1999 - May 2001

Skills
Portfolio Management, Investment Banking, Private Equity, Equities, Venture Capital, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Equity Research, Capital Markets, Asset Management, Finance, Business Strategy, Investments, Emerging Markets, Fixed Income, Start-ups, Hedge Funds, Bloomberg, Competitive Analysis

Education
CFA Institute   2002 — 2005
CFA Charter, Finance, Accounting and Portfolio Management

McGill University   1993 — 1997
Bachelor of Science, Biology

St. John's Ravenscourt   1985 — 1993

Experience
Investcorp  April 2015 - Present
The Rock Creek Group  March 2010 - December 2014
Cambridge Associates  April 2009 - May 2010
UBS Investment Bank   July 2008 - November 2008

Education
Miami University   2004 — 2008
B.S. Farmer School of Business, Accountancy, Entrepreneurship

Experience
The Villages, Florida  January 2014 - Present
JMB Realty Corporation  July 2012 - August 2013
Federal Reserve Bank of Chicago  March 2011 - July 2012
Barclays Capital  June 2010 - November 2010
UBS Investment Bank   September 2009 - July 2010
Banc of America Securities  October 2004 - February 2009
Ryan Companies US, Inc.   March 2002 - August 2004
Frankel  March 1985 - February 2002
Frankel  1985 - 2002
Naperville Junior Womans Club   1990 - 1991

Skills
Microsoft Office 2007, Lotus Notes, Meeting Maker, Concur, Calendaring, Travel Arrangements, Outlook, Office Management, Calendars, Event Planning, Administrative..., Microsoft Office, Adobe Acrobat, Spreadsheets, Data Entry, Management, Public Speaking, Leadership, Mac, Administrative...

Education
University of Michigan   1976 — 1978

Mott Community College   1973 — 1976
Associates, Business Administration

Experience
BTIG  January 2012 - Present
BTIG  August 2007 - December 2011
UBS Investment Bank   April 2005 - July 2007
ABN AMRO Bank N.V.   March 2003 - April 2005
ING  June 2000 - March 2003

Skills
Hedge Funds, Series 7, Equities, Series 63, Fixed Income, Securities, Options, Derivatives, FINRA, Portfolio Management

Education
Michigan State University   1987 — 1992
Bachelor of Business Administration (B.B.A.), Hotel, Motel, and Restaurant Management

Experience
Wells Fargo Securities  February 2013 - June 2015
CME Group  December 2012 - January 2013
Jefferies & Company  January 2012 - October 2012
MF Global  June 2009 - January 2012
UBS Investment Bank   January 2001 - May 2009
Cargill Investor Services  July 1989 - January 2001

Skills
Series 7, Series 3, CPA, Electronic Trading, Trading Systems, Options, Hedge Funds, Derivatives, Equities, Prime Brokerage, Fixed Income, Trading, Alternative Investments, Commodity, Financial Markets, ETFs, Equity Derivatives, FINRA, FX Options, Market Data, Proprietary Trading

Education
Minnesota State University, Moorhead   1986 — 1990
Bachelor of Applied Science (B.A.Sc.), BS-Accounting, BS Business Adm, Minor Finance

Experience
Northern Trust Corporation  September 2014 - Present
J. HILBURN MEN'S CLOTHIER   September 2012 - April 2014
UBS Investment Bank   February 1994 - August 2012

Skills
Concur, Investment Banking, Travel Arrangements, Equities, Investments, Travel Planning, Outlook, Event Planning, Asset Allocation, Fixed Income, Banking, Administrative...

Education
Miami University   1975 — 1979

Experience
Morgan Stanley  July 2011 - Present
UBS Investment Bank   2006 - July 2011
CIBC  1999 - 2006
IBJ Whitehall  September 1996 - February 1999

Education
Middlebury College   1990 — 1994
Bachelor's Degree, English

Experience
UBS Investment Bank   2004 - Present
UBS  March 2003 - Present

Skills
Derivatives, Electronic Trading, Fixed Income, Trading Systems, Equities, Hedge Funds, Options, Equity Derivatives, Swaps, Credit Derivatives

Education
The Ohio State University   1978 — 1981
MA, Economics

Miami University   1974 — 1978
BA, Economics

Experience
UBS Investment Bank   August 2013 - Present
UBS Securities Japan   June 2012 - July 2013
UBS  February 2011 - May 2012
UBS  August 2009 - January 2011
Moore Capital Management  June 2007 - August 2007

Skills
Series 7, Series 3, Series 63, JSDA, Fixed Income, Cash Management, Trading

Education
Carleton College   2004 — 2008
Bachelor of Arts (B.A.), Economics and Chinese, Magna cum laude

Middlebury College
Summer School, Chinese and Japanese (2005 and 2008)

Experience
Barclays Capital  October 2010 - Present
Ocean Blue   2006 - 2014
Ocean Blue   2006 - 2014
Morgan Stanley  June 2005 - October 2010
UBS Investment Bank   August 1995 - June 2005
Carlin Equities   January 1995 - October 1995
Suppes Securities   June 1994 - January 1995

Skills
Trading, Equities, Fixed Income, Hedge Funds, Prime Brokerage, Capital Markets, FINRA, Series 7, Options, Financial Risk, Electronic Trading, Trading Systems, Securities, Derivatives, Equity Trading, Series 63, Alternative Investments, Equity Derivatives, Financial Markets, Middle Office, Bloomberg, Investment Banking, Bonds, Proprietary Trading, ETFs, Swaps, Series 24, Operational Risk..., Supervision, Risk and Control, Surveillance

Education
Mercy College   2000 — 2002
Masters, Investments and Securities

Seton Hall University   1991 — 1992
BA, English Language and Literature/Letters

Experience
AIG  September 2014 - Present
Barclays Capital  January 2014 - January 2014
Booz & Company  January 2009 - December 2009
UBS Investment Bank   January 2001 - November 2008
Paine Webber  June 1998 - January 2001
AIG  January 1993 - December 1994

Skills
Investment Banking, Equities, SDLC, IT Strategy, Risk Management, Sybase, Vendor Management, Financial Services, Fixed Income, Electronic Trading, Program Management, Project Management, Derivatives

Education
Montclair State University   1981 — 1983
Computer Science

Experience
Greenwich Aquaria   May 2013 - Present
Pet Pantry Warehouse  April 2011 - May 2013
Five Mile Group   March 2008 - October 2009
Bank of New York Mellon  September 2008 - December 2008
UBS Investment Bank   April 2007 - September 2008
Silver Point Capital  2007 - 2007

Skills
AML, Research, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Compliance, Customer Service, Data Entry, Data Analysis, Documentation, Due Diligence, KYC, Relationship Management, Retail, Sales, Statistics, Inventory Management, Inventory Control, Supply Chain Management, Analysis

Education
Millsaps College   2002 — 2006
BBA, Business, Philosophy

Experience
Standard Chartered Bank  July 2015 - Present
UBS Investment Bank   July 2012 - June 2015
Standard & Poor's   July 2008 - July 2011
Standard & Poor's   February 2006 - June 2008

Skills
Financial Modeling, Hedge Funds, Portfolio Management, Derivatives, Credit Risk, Trading, Due Diligence, Private Equity, Risk Management, Valuation, Alternative Investments, Capital Markets, SAS Programming, Derivative Solutions, Bloomberg (API), Factset

Education
UCLA Anderson School of Management   2015 — 2016
Master of Business Administration (M.B.A.)

Monash University   1999 — 2002
Bachelor

Chartered alternative investment analyst

Experience
Deloitte  August 2015 - Present
Deloitte  January 2014 - August 2015
Deloitte  December 2010 - January 2014
Enablon  May 2010 - December 2010
UBS Investment Bank   August 2008 - August 2009
Rainbow Rehabilitation Centers  June 2008 - August 2008
PEAK6 Investments LP  June 2007 - August 2007

Skills
Customer Relations, Excel, Administration, Microsoft Office, Budgeting, Microsoft Excel, Employee Training, System Administration, Customer Service, Human Resources, Budgets, Program Management, Training, Personnel Management, Sales, Time Management, Performance Management, Employee Relations, Event Planning, Teamwork, Recruiting

Education
Michigan State University   2004 — 2008
Bachelor of Arts

Experience
Arup  May 2013 - Present
Arup  May 2012 - May 2013
Arup  June 2009 - May 2012
Strategy&, a member of the PwC network of firms (formerly Booz & Company)   April 2008 - April 2009
WorleyParsons  June 2007 - November 2007
UBS Investment Bank   November 2006 - March 2007
Boeing  November 2004 - March 2005

Skills
Management Consulting, Market Research, Business Transformation, Strategy, Business Strategy, Program Management, Management, Competitive Analysis, Governance, Analysis, Technical Skillset, Sustainability, Project Management, Leadership, Consulting, Feasibility Studies, Business Process, Stakeholder Management, Finance, PMO, Engineering, Project Planning

Education
University of Sydney   2002 — 2007
Engineer's Degree, Mechanical Engineering, Honours Class 1

University of Sydney   2002 — 2007
Bachelor's Degree, Business/Commerce, General

McGill University   2005 — 2005
Bachelor's Degree, Mechanical Engineering / Commerce, Exchange Semester Abroad

Newington College   1996 — 2001
High School

Experience
Magnetar Capital  April 2014 - Present
Morgan Stanley  June 2012 - March 2014
Plough Penny Partners   2011 - 2011
UBS Investment Bank   June 2010 - August 2010
MEplusYOU Agency  2010 - 2010

Education
Middlebury College   2008 — 2012
BA, Economics

Friends Academy

High School Affiliated to Fudan University

Experience
Picton Mahoney Asset Management  September 2012 - Present
UBS Investment Bank   April 2010 - August 2012

Skills
Valuation, Financial Modeling, Investment Banking, Capital Markets, LBO, Corporate Finance, M&A experience

Education
McGill University   2005 — 2009
Bachelor of Commerce (B.Com.), Honours Investment Management

Experience
UBS Investment Bank   August 2006 - August 2007

Education
Monroe College   2007 — 2008
Masters, Business

Experience
Credit Suisse  September 2013 - Present
UBS Investment Bank   June 2012 - September 2013
Barclays Capital  February 2011 - June 2012
UBS Investment Bank   April 2010 - February 2011
UBS Investment Bank   February 2009 - April 2010
Tokio Marine Management  February 2008 - February 2009
UBS Investment Bank   April 2007 - February 2008
Westcon Group  October 2002 - April 2007

Skills
PMO, Stakeholder Management, Business Strategy, Vendor Management, Business Analysis, Visio, SharePoint, MS Project, Program Management

Education
Mercy College   2001 — 2005
BS, Computer Info Systems

Experience
Travelers  August 2014 - Present
Voya Investment Management  2013 - Present
RBS Citizens Group  June 2010 - May 2012
UBS Investment Bank   February 2002 - December 2008
Choice One Communications  August 2001 - February 2002
The Dock.Com   August 2000 - August 2001
DSL.Net  January 2000 - August 2000

Skills
Business Development, Agile Testing, Project Planning, Finance, Microsoft Excel, Project Portfolio..., SharePoint, Sales Operations, Account Management, Event Management, Banking, Microsoft Office, Recruiting, Management, Sales Management, Change Management, Operations Management, Risk Management, SDLC, Program Management, Project Management, Leadership, Business Analysis

Education
Middlesex Community College   1988 — 1990
Associate of Arts and Sciences (A.A.S.), Communication and Media Studies

Experience
NextEra Energy  August 2014 - Present
FASB  January 2013 - August 2014
UBS Investment Bank   May 2011 - January 2013
UBS Investment Bank   June 2010 - May 2011
Deloitte  September 2007 - June 2010

Skills
Auditing, Internal Controls, Financial Reporting, SEC filings, Credit, US GAAP, Financial Analysis, Accounting, Sarbanes-Oxley Act, Financial Accounting, Finance, External Audit, Internal Audit, Financial Modeling, IFRS, GAAP

Education
The University of Connecticut School of Business   2008 — 2010
Master of Science, Accounting

Merrimack College   2003 — 2007
Bachelor of Science in Business Administration, Accounting

Experience
Seymour Investment Management Ltd.   May 2010 - Present
Cypress Capital Management Ltd.   2007 - 2010
Bloom Investment Counsel Inc.   2007 - 2007
Raymond James Ltd.  2004 - 2006
UBS Investment Bank   2001 - 2004
Salman Partners Inc.  2000 - 2001
Phillips, Hager & North   1999 - 2000

Skills
Equity Research, Equities

Education
The University of British Columbia   1993 — 1997
B.Comm, Finance

McMaster University   1992 — 1993
First Year Business

CFA Institute
CFA

Elmira District Secondary School

Experience
The Hartford  July 2012 - Present
Royalhouse Chapel International   June 2011 - January 2012
Mount Holyoke College Library   September 2009 - May 2011
UBS Investment Bank   June 2010 - August 2010
Sponsors for Educational Opportunity ( SEO )   February 2010 - August 2010

Skills
Java, SQL, BMC End User Experience..., BMC ProactiveNet..., SharePoint, SAP Business Objects, Visio, Microsoft Office, Flash, ActionScript, Photoshop, HTML, XHTML, CSS, Dreamweaver, JavaScript, PHP, Oracle SQL Developer, MySQL, SVN, JUnit

Education
Mount Holyoke College   2007 — 2011
Bachelor of Arts

Experience
UBS Investment Bank   June 2013 - Present
UBS Investment Bank   June 2012 - August 2012
Gabelli Asset Management  May 2011 - June 2011

Education
Middlebury College   2009 — 2013
B.A, Economics, magna cum laude

The Pingry School   2005 — 2009

Passed Level III of the CFA program

Experience
Moelis & Company  July 2007 - Present
UBS Investment Bank   1999 - 2007

Education
Middlebury College   1991 — 1994

Belmont Hill School   1984 — 1990

Experience
Slope, LLC   February 2012 - Present
Aviv REIT, Inc  January 2010 - January 2012
Aviv REIT, Inc  May 2009 - January 2010
UBS Investment Bank   March 2002 - April 2009
JP Morgan & Co  March 1996 - September 2001
TD Securities Inc  January 1991 - March 1996
CS First Boston  January 1989 - January 1991

Skills
Private Equity, Valuation, Investment Banking, Mergers, Capital Markets, Asset Managment, Investments, Financial Structuring, Structured Finance, Business Strategy, Finance, Real Estate Economics

Education
McGill University   1982 — 1985
Bachelor of Commerce degree, Finance and International Business

Columbia Business School
MBA degree, Finance, General

Experience
Frandsen Bank & Trust  November 2014 - Present
ICON Architectural Group  July 2010 - October 2014
American Federal Bank  November 2005 - June 2010
UBS Investment Bank   September 1993 - September 2004

Skills
Executive..., Travel Management, Investment..., Submittals, Project Planning, Financial Analysis, Customer Service, Investments, Management, Banking, Team Building, Event Planning, Social Media, Event Management, Risk Management, Mutual Funds

Education
Minnesota State University, Moorhead
Associate of Science (A.S.), Accounting

The University of North Dakota
Bachelor's degree, Education

Experience
UBS Investment Bank   October 2010 - Present
Morrison & Foerster LLP  2007 - 2010
Morrison & Foerster LLP  2000 - 2004
Oven Digital  1999 - 2000
Sullivan & Cromwell LLP  1996 - 1999
Supreme Court of Canada  1997 - 1998

Skills
Securities Regulation, Securities Litigation, Fixed Income, Commercial Litigation, Legal Research, Legal Writing, Investment Banking, Corporate Law, Corporate Governance, Joint Ventures, Cross-border...

Education
McGill University   1993 — 1996
Bachelor of Laws (LLB), Law, Great Distinction

University of Toronto
Bachelor of Arts (B.A.), Comparative Literature, Great Distinction