UBS Investment Bank
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UBS Investment Bank Employees
Employee
Years
Job
Industry
Kalvin Feng Kalvin Feng's UBS Investment Bank Experience May 2012 - January 2013
Job Assistant Vice President at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America March 2013 - Present
UBS Investment Bank May 2012 - January 2013
FDM Group January 2012 - May 2012
Berkery, Noyes & Co., LLC June 2010 - December 2011
Merrill Lynch June 2010 - August 2010
Office of NYC Comptroller February 2010 - May 2010
1199 SEIU 2008 - 2009
Uniqlo September 2006 - February 2007
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
BBA, Finance
Bank of America March 2013 - Present
UBS Investment Bank May 2012 - January 2013
FDM Group January 2012 - May 2012
Berkery, Noyes & Co., LLC June 2010 - December 2011
Merrill Lynch June 2010 - August 2010
Office of NYC Comptroller February 2010 - May 2010
1199 SEIU 2008 - 2009
Uniqlo September 2006 - February 2007
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
BBA, Finance
Steve Cody Steve Cody's UBS Investment Bank Experience May 2012 - March 2013
Job Director at Societe Generale
Industry Financial Services
Experience
Societe Generale June 2013 - Present
UBS Investment Bank May 2012 - March 2013
LAMCO LLC / Lehman Brothers Holdings March 2009 - January 2012
Lehman Brothers / Barclays Capital April 2007 - February 2009
Lehman Brothers Inc. February 1997 - April 2007
PaineWebber January 1994 - February 1997
Skills
Fixed Income, Capital Markets, Prime Brokerage, Derivatives, Middle Office, Management, Interest Rate..., Bloomberg, Risk Management, Investment Banking, Swaps
Education
Baruch College, City University of New York (CUNY)
Societe Generale June 2013 - Present
UBS Investment Bank May 2012 - March 2013
LAMCO LLC / Lehman Brothers Holdings March 2009 - January 2012
Lehman Brothers / Barclays Capital April 2007 - February 2009
Lehman Brothers Inc. February 1997 - April 2007
PaineWebber January 1994 - February 1997
Skills
Fixed Income, Capital Markets, Prime Brokerage, Derivatives, Middle Office, Management, Interest Rate..., Bloomberg, Risk Management, Investment Banking, Swaps
Education
Baruch College, City University of New York (CUNY)
Tamesh Sukul Tamesh Sukul's UBS Investment Bank Experience June 2012 - August 2012
Job Credit Control Officer at Credit Suisse
Industry Financial Services
Experience
Credit Suisse March 2015 - Present
Credit Suisse July 2013 - March 2015
Credit Suisse November 2012 - July 2013
UBS Investment Bank June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Enterprise Holdings March 2010 - July 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Mac, Leadership, Market Research, Marketing, Financial Analysis, Management, Time Management, Microsoft Office, Access, Teamwork, Outlook, Public Speaking, Finance
Education
Baruch College, City University of New York (CUNY) 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Credit Suisse March 2015 - Present
Credit Suisse July 2013 - March 2015
Credit Suisse November 2012 - July 2013
UBS Investment Bank June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Enterprise Holdings March 2010 - July 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Mac, Leadership, Market Research, Marketing, Financial Analysis, Management, Time Management, Microsoft Office, Access, Teamwork, Outlook, Public Speaking, Finance
Education
Baruch College, City University of New York (CUNY) 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
David Goldberg David Goldberg's UBS Investment Bank Experience 2005 - 2007
Job SVP Chief Data Governance Officer at Bank of the West
Industry Banking
Experience
Bank of the West March 2014 - Present
Santander USA March 2012 - March 2014
The Bank of New York Mellon 2008 - March 2012
UBS Investment Bank 2005 - 2007
JPMorgan Chase April 1984 - May 2005
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Finance
Northwestern University - Kellogg School of Management
Advanced Executive Program
University of Pennsylvania - The Wharton School
BS Economics, Decision Sciences
Bank of the West March 2014 - Present
Santander USA March 2012 - March 2014
The Bank of New York Mellon 2008 - March 2012
UBS Investment Bank 2005 - 2007
JPMorgan Chase April 1984 - May 2005
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Finance
Northwestern University - Kellogg School of Management
Advanced Executive Program
University of Pennsylvania - The Wharton School
BS Economics, Decision Sciences
Adrienne Stillman's UBS Investment Bank Experience January 2009 - June 2012
Job Account Coordinator at Benson Marketing Group
Industry Marketing and Advertising
Experience
Phaidon Press February 2015 - Present
Benson Marketing Group December 2014 - Present
Dipsology March 2012 - Present
Marketing & Events Consulting June 2012 - December 2014
UBS Investment Bank January 2009 - June 2012
UBS Investment Bank July 2008 - December 2008
Skills
Event Management, Advertising, Writing, Marketing Strategy, Marketing Communications, French, Spanish, Entrepreneurship, Cocktails, Business Development, Public Relations, Wine & Spirits Industry, Branding, Social Media, Marketing, Press Releases, Event Planning, Blogging, Strategy, Strategic Planning, Facebook, Media Relations, Start-ups, Sales, Social Networking, Public Speaking, Sponsorship, Social Media Marketing
Education
Culinary Institute of America 2013 — 2014
Accelerated Wine & Beverage Program, High Honors
Barnard College 2004 — 2008
BA, Economics, Magna Cum Laude
International School of Paris 2002 — 2004
International Baccalaureate
Phaidon Press February 2015 - Present
Benson Marketing Group December 2014 - Present
Dipsology March 2012 - Present
Marketing & Events Consulting June 2012 - December 2014
UBS Investment Bank January 2009 - June 2012
UBS Investment Bank July 2008 - December 2008
Skills
Event Management, Advertising, Writing, Marketing Strategy, Marketing Communications, French, Spanish, Entrepreneurship, Cocktails, Business Development, Public Relations, Wine & Spirits Industry, Branding, Social Media, Marketing, Press Releases, Event Planning, Blogging, Strategy, Strategic Planning, Facebook, Media Relations, Start-ups, Sales, Social Networking, Public Speaking, Sponsorship, Social Media Marketing
Education
Culinary Institute of America 2013 — 2014
Accelerated Wine & Beverage Program, High Honors
Barnard College 2004 — 2008
BA, Economics, Magna Cum Laude
International School of Paris 2002 — 2004
International Baccalaureate
Rob Fasanello Rob Fasanello's UBS Investment Bank Experience December 2003 - October 2012
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2013 - Present
BNY Mellon October 2012 - September 2013
UBS Investment Bank December 2003 - October 2012
ABN AMRO November 2001 - December 2003
ING Investment Banking November 2001 - November 2003
Sigma Computer Services 1991 - 1999
Skills
Equity Derivatives, Middle Office, Electronic Trading, Trading Systems, ISDA, Swaps, Exchange Connectivity, Structured Products, Market Data, Fixed Income, Investment Banking
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
BBA, CIS & Statistics
Wells Fargo Securities September 2013 - Present
BNY Mellon October 2012 - September 2013
UBS Investment Bank December 2003 - October 2012
ABN AMRO November 2001 - December 2003
ING Investment Banking November 2001 - November 2003
Sigma Computer Services 1991 - 1999
Skills
Equity Derivatives, Middle Office, Electronic Trading, Trading Systems, ISDA, Swaps, Exchange Connectivity, Structured Products, Market Data, Fixed Income, Investment Banking
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
BBA, CIS & Statistics
Dmitry Rozenfeld Dmitry Rozenfeld's UBS Investment Bank Experience March 2009 - March 2010
Job AVP Client Support at Lombard Risk
Industry Financial Services
Experience
Lombard Risk January 2014 - Present
Morgan Stanley August 2011 - August 2013
BNP Paribas December 2010 - July 2011
UBS Investment Bank March 2009 - March 2010
Locus Capital Partners September 2006 - October 2008
Skills
Equities, Trading, Collateral Management, Settlement, Securities, Derivatives, Fixed Income, Corporate Actions, Prime Brokerage, Credit Risk, Bloomberg, Financial Risk, Hedge Funds, Equity Derivatives
Education
American International College 2009 — 2010
MBA, International Business Practice
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Finance and Investments
London Metropolitan University
Lombard Risk January 2014 - Present
Morgan Stanley August 2011 - August 2013
BNP Paribas December 2010 - July 2011
UBS Investment Bank March 2009 - March 2010
Locus Capital Partners September 2006 - October 2008
Skills
Equities, Trading, Collateral Management, Settlement, Securities, Derivatives, Fixed Income, Corporate Actions, Prime Brokerage, Credit Risk, Bloomberg, Financial Risk, Hedge Funds, Equity Derivatives
Education
American International College 2009 — 2010
MBA, International Business Practice
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Finance and Investments
London Metropolitan University
Brenda Yi Brenda Yi's UBS Investment Bank Experience July 2007 - May 2009
Job Associate Director, Valuation, UBS Investment Bank
Industry Financial Services
Experience
UBS June 2009 - Present
UBS Investment Bank July 2007 - May 2009
E*TRADE Financial August 2005 - June 2007
Skills
Fixed Income, CLO, Intex, Bloomberg, CPA, Project Management, Financial Analysis
Education
Baruch College
Master of Business Administration (MBA), Finance, General
UBS June 2009 - Present
UBS Investment Bank July 2007 - May 2009
E*TRADE Financial August 2005 - June 2007
Skills
Fixed Income, CLO, Intex, Bloomberg, CPA, Project Management, Financial Analysis
Education
Baruch College
Master of Business Administration (MBA), Finance, General
Humble Wellington's UBS Investment Bank Experience February 2013 - Present
Job Whole Loans & Securities Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank February 2013 - Present
Year Up August 2012 - August 2013
Eden Christian Academy September 2010 - April 2011
New York Public Library September 2009 - June 2010
Skills
Investment Banking, Commercial Banking, Loan Origination, Loan Servicing, Asset-backed..., Account Management, Securities, Strategic Planning, Research, Fundamental Analysis, Technical Analysis, Microsoft Excel, Outlook, Business Communications, Finance, Financial Analysis, Financial Modeling, Risk Management, Bloomberg, Teamwork, Fixed Income, Economics, Leadership, Data Analysis, Analysis
Education
Baruch College 2010 — 2015
Bachelor of Science (BS), Finance, General
Aviation High School 2006 — 2010
Aviation/Airway Management and Operations
UBS Investment Bank February 2013 - Present
Year Up August 2012 - August 2013
Eden Christian Academy September 2010 - April 2011
New York Public Library September 2009 - June 2010
Skills
Investment Banking, Commercial Banking, Loan Origination, Loan Servicing, Asset-backed..., Account Management, Securities, Strategic Planning, Research, Fundamental Analysis, Technical Analysis, Microsoft Excel, Outlook, Business Communications, Finance, Financial Analysis, Financial Modeling, Risk Management, Bloomberg, Teamwork, Fixed Income, Economics, Leadership, Data Analysis, Analysis
Education
Baruch College 2010 — 2015
Bachelor of Science (BS), Finance, General
Aviation High School 2006 — 2010
Aviation/Airway Management and Operations
Uchenna Akujuo Uchenna Akujuo's UBS Investment Bank Experience 2007 - 2009
Job International Real Estate Development at Simon Property Group
Industry Real Estate
Experience
Simon Property Group July 2013 - Present
Morgan Stanley 2011 - 2012
ARM Investment Managers 2009 - 2011
UBS Investment Bank 2007 - 2009
Morgan Stanley 2006 - 2007
Deloitte 2002 - 2006
Simon and Schuster 1996 - 2000
Skills
Process Improvement, Business Process, Strategy, Business Strategy, Financial Analysis
Education
Columbia Business School 2011 — 2013
Master of Business Administration (MBA), Joint Global Program
London Business School 2011 — 2013
Master of Business Administration (MBA), Joint Global Program
The University of Hong Kong - School of Business 2011 — 2013
Master of Business Administration (MBA), Joint Global Program
City University of New York-Baruch College
BA, Business Administration
Simon Property Group July 2013 - Present
Morgan Stanley 2011 - 2012
ARM Investment Managers 2009 - 2011
UBS Investment Bank 2007 - 2009
Morgan Stanley 2006 - 2007
Deloitte 2002 - 2006
Simon and Schuster 1996 - 2000
Skills
Process Improvement, Business Process, Strategy, Business Strategy, Financial Analysis
Education
Columbia Business School 2011 — 2013
Master of Business Administration (MBA), Joint Global Program
London Business School 2011 — 2013
Master of Business Administration (MBA), Joint Global Program
The University of Hong Kong - School of Business 2011 — 2013
Master of Business Administration (MBA), Joint Global Program
City University of New York-Baruch College
BA, Business Administration
Filipp Vygovskiy Filipp Vygovskiy's UBS Investment Bank Experience March 2007 - August 2007
Job Analyst at Barclays Capital
Industry Banking
Experience
Nomura Global Financial Products Inc. August 2015 - Present
Barclays August 2010 - September 2015
BANK OF AMERICA MERRILL LYNCH August 2007 - August 2010
BANK OF AMERICA MERRILL LYNCH August 2007 - August 2010
UBS Investment Bank March 2007 - August 2007
JPMorgan Chase March 2005 - March 2007
Skills
Credit Derivatives, Interest Rate..., Settlement, Middle Office, Operational Risk, Back Office, Derivatives, Equities, Fixed Income, Options, Swaps, Trading, Equity Derivatives, Bloomberg, Bloomberg Terminal
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2015
MBA, Finance
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Finance
Nomura Global Financial Products Inc. August 2015 - Present
Barclays August 2010 - September 2015
BANK OF AMERICA MERRILL LYNCH August 2007 - August 2010
BANK OF AMERICA MERRILL LYNCH August 2007 - August 2010
UBS Investment Bank March 2007 - August 2007
JPMorgan Chase March 2005 - March 2007
Skills
Credit Derivatives, Interest Rate..., Settlement, Middle Office, Operational Risk, Back Office, Derivatives, Equities, Fixed Income, Options, Swaps, Trading, Equity Derivatives, Bloomberg, Bloomberg Terminal
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2015
MBA, Finance
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Finance
PAUL SINCLAIR, MBA's UBS Investment Bank Experience June 2013 - Present
Job Consultant Prime Brokerage Product Control at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank June 2013 - Present
Barclays Capital August 2010 - June 2013
UBS Investment Bank 2010 - 2010
Goldman Sachs September 2004 - January 2009
Tiger Management 2009 - 2009
JPMorgan Chase April 2000 - August 2004
Chase Cardmember Services 2000 - 2004
Skills
Equities, Forecasting, Derivatives, Auditing, Budgets, Product Control, Corporate Finance, Finance, Investment Banking, Sarbanes-Oxley Act
Education
Pace University 2003 — 2006
MBA, FINANCIAL MGMT & INT'L BUSINESS
Baruch College, City University of New York (CUNY) 1999 — 2001
BBA, FINANCE & INVESTMENTS
Baruch College, City University of New York (CUNY)
UBS Investment Bank June 2013 - Present
Barclays Capital August 2010 - June 2013
UBS Investment Bank 2010 - 2010
Goldman Sachs September 2004 - January 2009
Tiger Management 2009 - 2009
JPMorgan Chase April 2000 - August 2004
Chase Cardmember Services 2000 - 2004
Skills
Equities, Forecasting, Derivatives, Auditing, Budgets, Product Control, Corporate Finance, Finance, Investment Banking, Sarbanes-Oxley Act
Education
Pace University 2003 — 2006
MBA, FINANCIAL MGMT & INT'L BUSINESS
Baruch College, City University of New York (CUNY) 1999 — 2001
BBA, FINANCE & INVESTMENTS
Baruch College, City University of New York (CUNY)
Viktar Kazlouski's UBS Investment Bank Experience June 2012 - August 2012
Job Associate at O'Shaughnessy Asset Management, LLC
Industry Investment Management
Experience
O'Shaughnessy Asset Management, LLC (OSAM) June 2014 - Present
Deloitte April 2013 - June 2014
UBS Investment Bank June 2012 - August 2012
Skills
Investment Performance, GIPS, Microsoft SQL Server, Performance Attribution, C#, Microsoft Excel, Financial Modeling, Equities, Economics, Financial Analysis, Quantitative Analytics, Calculus, Data Analysis, Valuation
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Certificate in Advanced Calculus for Financial Engineering, Financial Engineering
Baruch College, City University of New York (CUNY) 2014 — 2015
Certificate in C++ Programming for Financial Engineering, Financial Engineering
University of Connecticut 2010 — 2012
Bachelor of Arts (BA), Interdisciplinary Studies; Economics and Finance concentration
Belarusian State Economic University 2003 — 2006
Bachelor of Science (B.S.), Economic Policy, Economics
O'Shaughnessy Asset Management, LLC (OSAM) June 2014 - Present
Deloitte April 2013 - June 2014
UBS Investment Bank June 2012 - August 2012
Skills
Investment Performance, GIPS, Microsoft SQL Server, Performance Attribution, C#, Microsoft Excel, Financial Modeling, Equities, Economics, Financial Analysis, Quantitative Analytics, Calculus, Data Analysis, Valuation
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Certificate in Advanced Calculus for Financial Engineering, Financial Engineering
Baruch College, City University of New York (CUNY) 2014 — 2015
Certificate in C++ Programming for Financial Engineering, Financial Engineering
University of Connecticut 2010 — 2012
Bachelor of Arts (BA), Interdisciplinary Studies; Economics and Finance concentration
Belarusian State Economic University 2003 — 2006
Bachelor of Science (B.S.), Economic Policy, Economics
Horace Daley's UBS Investment Bank Experience July 2003 - December 2007
Job Founder and President at Professional Jamaicans for Jamaica, Inc.
Industry Financial Services
Experience
Professional Jamaicans for Jamaica, Inc. May 2010 - Present
BlackRock May 2011 - September 2011
BNY ConvergEx July 2008 - November 2010
UBS Investment Bank July 2003 - December 2007
PricewaterhouseCoopers September 1999 - May 2003
Skills
Nonprofits, Investment Banking, Non-profits, Leadership, Equities, Accounting, Financial Analysis, Team Building, Risk Management, Analysis, Marketing, Finance, Strategy, Forecasting
Education
Sacred Heart University 2013 — 2014
Master of Business Administration (M.B.A.), Corporate Finance and Financial Planning and Analysis (FP&A)
City University of New York-Baruch College - Zicklin School of Business 1995 — 1999
BBA, Accounting
Professional Jamaicans for Jamaica, Inc. May 2010 - Present
BlackRock May 2011 - September 2011
BNY ConvergEx July 2008 - November 2010
UBS Investment Bank July 2003 - December 2007
PricewaterhouseCoopers September 1999 - May 2003
Skills
Nonprofits, Investment Banking, Non-profits, Leadership, Equities, Accounting, Financial Analysis, Team Building, Risk Management, Analysis, Marketing, Finance, Strategy, Forecasting
Education
Sacred Heart University 2013 — 2014
Master of Business Administration (M.B.A.), Corporate Finance and Financial Planning and Analysis (FP&A)
City University of New York-Baruch College - Zicklin School of Business 1995 — 1999
BBA, Accounting
Sarah Linden Sarah Linden's UBS Investment Bank Experience June 2015 - July 2015
Job Incoming Equity Research Summer Junior Associate at Morgan Stanley
Industry Financial Services
Experience
Barnard Quant December 2014 - Present
UBS Investment Bank June 2015 - July 2015
Barnard Empirical Reasoning Lab April 2014 - May 2015
Everytown for Gun Safety September 2014 - November 2014
Barnard College January 2014 - May 2014
Tobacco Road Sports Cafe January 2013 - January 2014
Stoneridge/Sedgefield Swim and Racquet Club 2010 - 2013
Organizing for America September 2012 - November 2012
Skills
Microsoft Excel, Research, Customer Service, Public Speaking, SPSS, Instagram, Microsoft Office, Spanish, Qualtrics, Finding Data
Education
Barnard College 2013 — 2017
Bachelor of Arts (B.A.), Mathematics-Statistics, Political Science
University of North Carolina at Chapel Hill 2012 — 2013
East Chapel Hill High School 2009 — 2013
High School
Barnard Quant December 2014 - Present
UBS Investment Bank June 2015 - July 2015
Barnard Empirical Reasoning Lab April 2014 - May 2015
Everytown for Gun Safety September 2014 - November 2014
Barnard College January 2014 - May 2014
Tobacco Road Sports Cafe January 2013 - January 2014
Stoneridge/Sedgefield Swim and Racquet Club 2010 - 2013
Organizing for America September 2012 - November 2012
Skills
Microsoft Excel, Research, Customer Service, Public Speaking, SPSS, Instagram, Microsoft Office, Spanish, Qualtrics, Finding Data
Education
Barnard College 2013 — 2017
Bachelor of Arts (B.A.), Mathematics-Statistics, Political Science
University of North Carolina at Chapel Hill 2012 — 2013
East Chapel Hill High School 2009 — 2013
High School
Edrizio De La Cruz Edrizio De La Cruz's UBS Investment Bank Experience 2005 - 2005
Job Cofounder at Grupo Regalii We're Hiring!!
Industry Internet
Experience
Grupo Regalii March 2012 - Present
Echoing Green June 2012 - June 2014
DreamIt Ventures 2011 - 2011
Overseas Private Investment Corporation June 2010 - August 2010
Pegasus Blue Star Fund 2008 - June 2009
J.P. Morgan 2006 - 2008
UBS Investment Bank 2005 - 2005
Sponsors for Educational Opportunity 2005 - 2005
Swissport September 1999 - May 2004
Skills
Entrepreneurship, Start-ups, Private Equity, Financial Modeling, Investments, Mergers & Acquisitions, Latin America, Strategy, Venture Capital, Emerging Markets, Investment Banking, Business Development, Mobile Payments, Leadership, Regulatory Compliance, Valuation, Portfolio Management, Financial Analysis
Education
The Wharton School, University of Pennsylvania 2009 — 2011
MBA, Entrepreneurial Management
City University of New York-Baruch College - Zicklin School of Business 2002 — 2006
BBA, Finance, Cum laude
Grupo Regalii March 2012 - Present
Echoing Green June 2012 - June 2014
DreamIt Ventures 2011 - 2011
Overseas Private Investment Corporation June 2010 - August 2010
Pegasus Blue Star Fund 2008 - June 2009
J.P. Morgan 2006 - 2008
UBS Investment Bank 2005 - 2005
Sponsors for Educational Opportunity 2005 - 2005
Swissport September 1999 - May 2004
Skills
Entrepreneurship, Start-ups, Private Equity, Financial Modeling, Investments, Mergers & Acquisitions, Latin America, Strategy, Venture Capital, Emerging Markets, Investment Banking, Business Development, Mobile Payments, Leadership, Regulatory Compliance, Valuation, Portfolio Management, Financial Analysis
Education
The Wharton School, University of Pennsylvania 2009 — 2011
MBA, Entrepreneurial Management
City University of New York-Baruch College - Zicklin School of Business 2002 — 2006
BBA, Finance, Cum laude
Justin Karr Justin Karr's UBS Investment Bank Experience January 2014 - Present
Job Associate Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank January 2014 - Present
Ernst & Young June 2012 - January 2014
Goode Partners June 2011 - August 2011
Family Office of Marc Belzberg November 2009 - July 2010
AraZim Consulting January 2009 - December 2009
Ramat Development Partners September 2008 - November 2009
iStar Financial July 2006 - April 2008
JP Morgan July 2004 - June 2006
JPMorgan 2001 - 2006
Skills
Financial Modeling
Education
Baruch College, City University of New York (CUNY) 2010 — 2012
MBA, Finance and International Business
University of Pennsylvania 2000 — 2004
Bachelor of Arts (B.A.), International Relations and Affairs and Economics
The Browning School 1996 — 2000
UBS Investment Bank January 2014 - Present
Ernst & Young June 2012 - January 2014
Goode Partners June 2011 - August 2011
Family Office of Marc Belzberg November 2009 - July 2010
AraZim Consulting January 2009 - December 2009
Ramat Development Partners September 2008 - November 2009
iStar Financial July 2006 - April 2008
JP Morgan July 2004 - June 2006
JPMorgan 2001 - 2006
Skills
Financial Modeling
Education
Baruch College, City University of New York (CUNY) 2010 — 2012
MBA, Finance and International Business
University of Pennsylvania 2000 — 2004
Bachelor of Arts (B.A.), International Relations and Affairs and Economics
The Browning School 1996 — 2000
Kemorene Mills Kemorene Mills's UBS Investment Bank Experience July 2008 - May 2009
Job Financial Services Professional
Industry Financial Services
Experience
Exit Alliance Realty March 2012 - Present
UBS Investment Bank July 2008 - May 2009
Goldman Sachs & Co 2004 - 2007
Education
Baruch College
BBA, Economics
Exit Alliance Realty March 2012 - Present
UBS Investment Bank July 2008 - May 2009
Goldman Sachs & Co 2004 - 2007
Education
Baruch College
BBA, Economics
Philip Mayo Philip Mayo's UBS Investment Bank Experience March 1996 - May 2012
Job Finance & Banking
Industry Investment Banking
Experience
UBS Investment Bank March 1996 - May 2012
Pershing, a BNY Mellon company 1990 - 1996
Skills
Microsoft Office, ADP, DTC, AUTEX, Keylink, ADP Payroll, Middle Office, E-banking, Customer Information..., Back Office, Settlement, Prime Brokerage, Bloomberg, Internet Banking, Equities, Fixed Income, Euroclear, FED, CLS, Derivatives, Swaps, Equity Derivatives, Collateral Management, Capital Markets, Trading Systems, Electronic Trading, Bonds, Securities, Hedge Funds, Options
Education
City University of New York-Baruch College 1993 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
George Westinghouse HS
UBS Investment Bank March 1996 - May 2012
Pershing, a BNY Mellon company 1990 - 1996
Skills
Microsoft Office, ADP, DTC, AUTEX, Keylink, ADP Payroll, Middle Office, E-banking, Customer Information..., Back Office, Settlement, Prime Brokerage, Bloomberg, Internet Banking, Equities, Fixed Income, Euroclear, FED, CLS, Derivatives, Swaps, Equity Derivatives, Collateral Management, Capital Markets, Trading Systems, Electronic Trading, Bonds, Securities, Hedge Funds, Options
Education
City University of New York-Baruch College 1993 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
George Westinghouse HS
Andrew Isaacson Andrew Isaacson's UBS Investment Bank Experience March 2014 - Present
Job Investment Banking Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank March 2014 - Present
Landmark Ventures February 2013 - February 2014
Leppo & Leppo August 2012 - February 2013
The Massachusetts Department of Conservation and Recreation June 2011 - March 2012
Putnam Investments December 2011 - January 2012
Law Office of Alan H. Crede June 2011 - August 2011
State House March 2011 - August 2011
Frank S. Lombardi Law Associates June 2008 - August 2010
Skills
Litigation, Financial Modeling, Financial Analysis, Securities Law, Securities Regulation, Securities Offerings, Fixed Income Research, Equities, Corporate Finance, Private Equity, Legal Research, Legal Writing, Capital Markets, Venture Capital, Analysis, Valuation, Finance, Investments, Mergers & Acquisitions, Investment Banking
Education
Suffolk University Law School 2010 — 2012
Juris Doctor, Cum Laude, Business and Financial Services (With Distinction), Law
Bates College 2004 — 2008
Bachelor of Arts, Political Science
The University of Queensland 2007 — 2007
BA, Political Science
UBS Investment Bank March 2014 - Present
Landmark Ventures February 2013 - February 2014
Leppo & Leppo August 2012 - February 2013
The Massachusetts Department of Conservation and Recreation June 2011 - March 2012
Putnam Investments December 2011 - January 2012
Law Office of Alan H. Crede June 2011 - August 2011
State House March 2011 - August 2011
Frank S. Lombardi Law Associates June 2008 - August 2010
Skills
Litigation, Financial Modeling, Financial Analysis, Securities Law, Securities Regulation, Securities Offerings, Fixed Income Research, Equities, Corporate Finance, Private Equity, Legal Research, Legal Writing, Capital Markets, Venture Capital, Analysis, Valuation, Finance, Investments, Mergers & Acquisitions, Investment Banking
Education
Suffolk University Law School 2010 — 2012
Juris Doctor, Cum Laude, Business and Financial Services (With Distinction), Law
Bates College 2004 — 2008
Bachelor of Arts, Political Science
The University of Queensland 2007 — 2007
BA, Political Science
Lisa Gauchan Lisa Gauchan's UBS Investment Bank Experience April 2015 - Present
Job Warehouse Lending Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank April 2015 - Present
Pearl Capital Rivis Ventures, LLC. February 2014 - March 2015
Pearl Capital Rivis Ventures, LLC. January 2014 - February 2014
Linda's July 2012 - December 2013
Steve Madden December 2010 - March 2011
Skills
Accounting, PowerPoint, Microsoft Word, Financial Accounting, Microsoft Office, Financial Analysis, Access, Financial Reporting, Research, Income Tax, Teamwork, Accounts Payable, Auditing, Data Analysis, Account Reconciliation, Software Experience:..., Corporate Finance, Finance
Education
City University of New York-Baruch College 2011 — 2014
Bachelor of Business Administration (BBA), Finance and Investments, 3.8
Laguardia Community College 2008 — 2011
Associate's degree, Business Administration, Management and Operations, 3.9
UBS Investment Bank April 2015 - Present
Pearl Capital Rivis Ventures, LLC. February 2014 - March 2015
Pearl Capital Rivis Ventures, LLC. January 2014 - February 2014
Linda's July 2012 - December 2013
Steve Madden December 2010 - March 2011
Skills
Accounting, PowerPoint, Microsoft Word, Financial Accounting, Microsoft Office, Financial Analysis, Access, Financial Reporting, Research, Income Tax, Teamwork, Accounts Payable, Auditing, Data Analysis, Account Reconciliation, Software Experience:..., Corporate Finance, Finance
Education
City University of New York-Baruch College 2011 — 2014
Bachelor of Business Administration (BBA), Finance and Investments, 3.8
Laguardia Community College 2008 — 2011
Associate's degree, Business Administration, Management and Operations, 3.9
Qiao Yun Esther Li Qiao Yun Esther Li's UBS Investment Bank Experience June 2012 - August 2012
Job Analyst: Regulatory Capital at Barclays
Industry Financial Services
Experience
UBS August 2013 - May 2015
UBS Investment Bank June 2012 - August 2012
Bloomberg L.P. June 2011 - August 2011
James Madison High School January 2007 - May 2009
Skills
Microsoft Office, SAP, Bloomberg Terminal, Photoshop, Mandarin, Cantonese, PowerPoint, Financial Analysis, Research, Microsoft Excel, Microsoft Word, Outlook, Financial Reporting
Education
Baruch College, City University of New York (CUNY) 2009 — 2013
BBA, Accounting
UBS August 2013 - May 2015
UBS Investment Bank June 2012 - August 2012
Bloomberg L.P. June 2011 - August 2011
James Madison High School January 2007 - May 2009
Skills
Microsoft Office, SAP, Bloomberg Terminal, Photoshop, Mandarin, Cantonese, PowerPoint, Financial Analysis, Research, Microsoft Excel, Microsoft Word, Outlook, Financial Reporting
Education
Baruch College, City University of New York (CUNY) 2009 — 2013
BBA, Accounting
Anu John Anu John's UBS Investment Bank Experience February 2008 - August 2009
Job System Support Analyst at Barclays Capital
Industry Computer Software
Experience
Barclays Capital June 2010 - May 2015
Infosys May 2005 - May 2010
UBS Global Asset Management 2009 - 2010
UBS Investment Bank February 2008 - August 2009
Deutsche Bank July 2005 - January 2008
Skills
Management, Operations Management, ITIL, SDLC, Business Development, Outsourcing, Team Leadership, System Administration, Business Analysis, Change Management, IT Service Management, Microsoft SQL Server, Project Management, Requirements Analysis, SQL, Software Project..., Team Management, Vendor Management
Education
Bangalore University 2002 — 2005
BCA, Computer Applications
Barclays Capital June 2010 - May 2015
Infosys May 2005 - May 2010
UBS Global Asset Management 2009 - 2010
UBS Investment Bank February 2008 - August 2009
Deutsche Bank July 2005 - January 2008
Skills
Management, Operations Management, ITIL, SDLC, Business Development, Outsourcing, Team Leadership, System Administration, Business Analysis, Change Management, IT Service Management, Microsoft SQL Server, Project Management, Requirements Analysis, SQL, Software Project..., Team Management, Vendor Management
Education
Bangalore University 2002 — 2005
BCA, Computer Applications
Jenna Grapp Jenna Grapp's UBS Investment Bank Experience August 2009 - December 2011
Job CEO at ProBioCare
Industry Information Technology and Services
Experience
ProBioCare November 2014 - Present
Coney Island June 2012 - Present
ProbioCare 2014 - 2015
UBS Investment Bank August 2009 - December 2011
Thomson Reuters March 2009 - May 2009
Deutsche Bank May 2008 - December 2008
JPMorgan Chase August 2005 - May 2008
JPMCHASE 2004 - 2005
Chimes @ Deutsche Bank 2002 - 2003
Paine Webber November 1999 - May 2000
Skills
Visio, SDLC, PMO, Cross-functional Team..., ITIL, Databases, MS Project, Program Management, Access, Project Management, Leadership, Vendor Management, Business Analysis, Project Planning, Business Requirements, Management, Project Portfolio..., Analysis, PMP
Education
St.Pauls School of Nursing 2010 — 2011
Associate's degree, Registered Nursing/Registered Nurse
Baruch College, City University of New York (CUNY) 1991 — 1995
BBA, CIS
ProBioCare November 2014 - Present
Coney Island June 2012 - Present
ProbioCare 2014 - 2015
UBS Investment Bank August 2009 - December 2011
Thomson Reuters March 2009 - May 2009
Deutsche Bank May 2008 - December 2008
JPMorgan Chase August 2005 - May 2008
JPMCHASE 2004 - 2005
Chimes @ Deutsche Bank 2002 - 2003
Paine Webber November 1999 - May 2000
Skills
Visio, SDLC, PMO, Cross-functional Team..., ITIL, Databases, MS Project, Program Management, Access, Project Management, Leadership, Vendor Management, Business Analysis, Project Planning, Business Requirements, Management, Project Portfolio..., Analysis, PMP
Education
St.Pauls School of Nursing 2010 — 2011
Associate's degree, Registered Nursing/Registered Nurse
Baruch College, City University of New York (CUNY) 1991 — 1995
BBA, CIS
Izabela (Drapala) Pawlowski, CPA, MBA Izabela (Drapala) Pawlowski, CPA, MBA's UBS Investment Bank Experience January 2005 - May 2005
Job Audit Senior at Citrin Cooperman
Industry Accounting
Experience
Citrin Cooperman November 2014 - Present
Rosen Seymour Shapss Martin & Company LLP November 2011 - November 2014
Citi April 2011 - November 2011
Merrill Lynch December 2006 - February 2009
Merrill Lynch July 2005 - November 2006
Morgan Stanley Smith Barney July 2005 - August 2005
UBS Investment Bank January 2005 - May 2005
ASPIRA of New York December 2003 - January 2005
Skills
Accounting, Financial Analysis, Auditing, Internal Controls, Financial Reporting, US GAAP, Financial Modeling, Business Analysis, General Ledger, Finance, Microsoft Word, Tax, Financial Accounting, Strategic Financial..., Analysis, GAAP, Financial Planning, ProSystem fx Engagement, Microsoft Office, Microsoft Excel, Data Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
Master of Business Administration (MBA), Accounting
City University of New York-Baruch College - Zicklin School of Business 2001 — 2006
Bachelor of Business Administration (BBA), Finance, cum laude honors
Brooklyn Technical High School 1997 — 2001
High School
Citrin Cooperman November 2014 - Present
Rosen Seymour Shapss Martin & Company LLP November 2011 - November 2014
Citi April 2011 - November 2011
Merrill Lynch December 2006 - February 2009
Merrill Lynch July 2005 - November 2006
Morgan Stanley Smith Barney July 2005 - August 2005
UBS Investment Bank January 2005 - May 2005
ASPIRA of New York December 2003 - January 2005
Skills
Accounting, Financial Analysis, Auditing, Internal Controls, Financial Reporting, US GAAP, Financial Modeling, Business Analysis, General Ledger, Finance, Microsoft Word, Tax, Financial Accounting, Strategic Financial..., Analysis, GAAP, Financial Planning, ProSystem fx Engagement, Microsoft Office, Microsoft Excel, Data Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
Master of Business Administration (MBA), Accounting
City University of New York-Baruch College - Zicklin School of Business 2001 — 2006
Bachelor of Business Administration (BBA), Finance, cum laude honors
Brooklyn Technical High School 1997 — 2001
High School
Rachael Chong Rachael Chong's UBS Investment Bank Experience June 2004 - June 2005
Job Founder & CEO at Catchafire
Industry Internet
Experience
Catchafire September 2010 - Present
BRAC USA May 2007 - September 2008
UBS Investment Bank June 2004 - June 2005
Goldman Sachs 2003 - 2003
Skills
Start-ups, Social Entrepreneurship, Program Management, Entrepreneurship, Financial Modeling, Corporate Social..., Social Enterprise, Microfinance, Capacity Building, Nonprofits, Non-profits, Strategic Partnerships, Due Diligence, Strategy, Business Strategy, Social Media, Strategic Planning, Business Development, Volunteering, Corporate Development, Sales, Employee Engagement, E-commerce, Venture Capital, Fundraising, Leadership
Education
Barnard College
BA
Duke University
MPP
Catchafire September 2010 - Present
BRAC USA May 2007 - September 2008
UBS Investment Bank June 2004 - June 2005
Goldman Sachs 2003 - 2003
Skills
Start-ups, Social Entrepreneurship, Program Management, Entrepreneurship, Financial Modeling, Corporate Social..., Social Enterprise, Microfinance, Capacity Building, Nonprofits, Non-profits, Strategic Partnerships, Due Diligence, Strategy, Business Strategy, Social Media, Strategic Planning, Business Development, Volunteering, Corporate Development, Sales, Employee Engagement, E-commerce, Venture Capital, Fundraising, Leadership
Education
Barnard College
BA
Duke University
MPP
Brian McClure Brian McClure's UBS Investment Bank Experience November 2010 - March 2011
Job Macro Products Associate at Balyasny Asset Management
Industry Banking
Experience
Balyasny Asset Management L.P. September 2012 - Present
Woodbine Capital Advisors LP March 2011 - April 2012
UBS Investment Bank November 2010 - March 2011
UBS Investment Bank February 2008 - November 2010
UBS Investment Bank January 2007 - March 2008
UBS Investment Bank September 2006 - February 2008
Skills
Prime Brokerage, FX, Operations, Excel, Service Excellence, Global Macro, Futures, Interest Rate Swaps, Process Excellence, Microsoft Office, Internet Explorer, Outlook, Bloomberg Terminal, Harmony, ICE, Financial Operations, Customer Service, FX Options, Equities, CDS, Total Return Swaps, Swaptions, NDF, Volunteering, Microsoft Word, PowerPoint, Omgeo Oasys, Bonds, Interest Rate..., Derivatives, Credit Derivatives, Fixed Income, Collateral Management, Settlement, Hedge Funds, Bloomberg, Securities Lending, Trading Systems, Electronic Trading, Alternative Investments, Capital Markets, Trading, Equity Trading, Back Office
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, General
Fordham University Gabelli School of Business 2002 — 2006
Bachelor of Science (B.S.), Business Administration; Finance and Marketing
Iona Prep 1998 — 2002
Balyasny Asset Management L.P. September 2012 - Present
Woodbine Capital Advisors LP March 2011 - April 2012
UBS Investment Bank November 2010 - March 2011
UBS Investment Bank February 2008 - November 2010
UBS Investment Bank January 2007 - March 2008
UBS Investment Bank September 2006 - February 2008
Skills
Prime Brokerage, FX, Operations, Excel, Service Excellence, Global Macro, Futures, Interest Rate Swaps, Process Excellence, Microsoft Office, Internet Explorer, Outlook, Bloomberg Terminal, Harmony, ICE, Financial Operations, Customer Service, FX Options, Equities, CDS, Total Return Swaps, Swaptions, NDF, Volunteering, Microsoft Word, PowerPoint, Omgeo Oasys, Bonds, Interest Rate..., Derivatives, Credit Derivatives, Fixed Income, Collateral Management, Settlement, Hedge Funds, Bloomberg, Securities Lending, Trading Systems, Electronic Trading, Alternative Investments, Capital Markets, Trading, Equity Trading, Back Office
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, General
Fordham University Gabelli School of Business 2002 — 2006
Bachelor of Science (B.S.), Business Administration; Finance and Marketing
Iona Prep 1998 — 2002
Eliezer Lopukhin's UBS Investment Bank Experience June 2012 - August 2012
Job Associate Analyst at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service October 2014 - Present
Citi June 2013 - September 2014
UBS Investment Bank June 2012 - August 2012
Bell and Company May 2011 - May 2012
Gateways July 2010 - August 2010
Murray's Restaurant December 2009 - May 2010
Orayta 2008 - 2009
Education
Baruch College 2013 — 2016
Master of Science (MS), Financial Engineering
City University of New York-Baruch College 2009 — 2013
Bachelor of Business Administration (BBA), Statistics and Quantitative Modeling
Orayta 2008 — 2009
Religious Seminary School, Talmudic Studies
Mosinzon Elite Academy 2005 — 2008
Israeli High School Matriculation (Bagrut), Biology, General
Moody's Investors Service October 2014 - Present
Citi June 2013 - September 2014
UBS Investment Bank June 2012 - August 2012
Bell and Company May 2011 - May 2012
Gateways July 2010 - August 2010
Murray's Restaurant December 2009 - May 2010
Orayta 2008 - 2009
Education
Baruch College 2013 — 2016
Master of Science (MS), Financial Engineering
City University of New York-Baruch College 2009 — 2013
Bachelor of Business Administration (BBA), Statistics and Quantitative Modeling
Orayta 2008 — 2009
Religious Seminary School, Talmudic Studies
Mosinzon Elite Academy 2005 — 2008
Israeli High School Matriculation (Bagrut), Biology, General
Dotun Akinrinade, CFA Dotun Akinrinade, CFA's UBS Investment Bank Experience February 2004 - August 2006
Job Senior Fixed Income Product Controller
Industry Financial Services
Experience
BNP PARIBAS January 2006 - Present
UBS Investment Bank February 2004 - August 2006
ARTHUR ANDERSEN, LLP January 2000 - January 2001
Skills
Fixed Income, Derivatives, Investment Banking, Capital Markets, Hedge Funds, Valuation, Equities, Financial Modeling, Credit Analysis, Swaps, Credit Derivatives, Structured Finance, Credit Risk, Middle Office, Structured Products
Education
Cornell University 2014 — 2016
BARUCH COLLEGE, Zicklin School of Business 1997 — 2003
MS, Quantitative Methods and Modeling
Baruch College, City University of New York (CUNY) 1997 — 2000
BBA, Finance
King's College Lagos 1990 — 1994
BNP PARIBAS January 2006 - Present
UBS Investment Bank February 2004 - August 2006
ARTHUR ANDERSEN, LLP January 2000 - January 2001
Skills
Fixed Income, Derivatives, Investment Banking, Capital Markets, Hedge Funds, Valuation, Equities, Financial Modeling, Credit Analysis, Swaps, Credit Derivatives, Structured Finance, Credit Risk, Middle Office, Structured Products
Education
Cornell University 2014 — 2016
BARUCH COLLEGE, Zicklin School of Business 1997 — 2003
MS, Quantitative Methods and Modeling
Baruch College, City University of New York (CUNY) 1997 — 2000
BBA, Finance
King's College Lagos 1990 — 1994
Savvas Mavridis's UBS Investment Bank Experience January 2002 - March 2005
Job Entrepreneur & Strategy Advisor
Industry Financial Services
Experience
Lehman Brothers Holdings Inc. March 2009 - December 2014
LAMCO LLC July 2010 - December 2012
Alvarez & Marsal March 2009 - June 2010
JPMorgan 2008 - 2009
Bear Stearns August 2007 - March 2008
Credit Suisse March 2005 - August 2007
UBS Investment Bank January 2002 - March 2005
Arthur Andersen July 1999 - January 2002
Summit Systems December 1996 - June 1999
Skills
Portfolio Management, Financial Risk, Fixed Income, Management Consulting, Finance, Capital Markets, Risk Management, Derivatives, Financial Services, Hedge Funds, Asset Management, Management, Strategy, Business Intelligence, Business Analysis, Asset Managment, Financial Modeling, Private Equity, Investment Banking, Structured Products, Valuation, Trading, FX Options, Securities, Trading Systems, Due Diligence, Credit, Equities
Education
Baruch College, City University of New York (CUNY)
MBA, Investment Analysis & Corporate Finance
New York University
BA, Biology
Lehman Brothers Holdings Inc. March 2009 - December 2014
LAMCO LLC July 2010 - December 2012
Alvarez & Marsal March 2009 - June 2010
JPMorgan 2008 - 2009
Bear Stearns August 2007 - March 2008
Credit Suisse March 2005 - August 2007
UBS Investment Bank January 2002 - March 2005
Arthur Andersen July 1999 - January 2002
Summit Systems December 1996 - June 1999
Skills
Portfolio Management, Financial Risk, Fixed Income, Management Consulting, Finance, Capital Markets, Risk Management, Derivatives, Financial Services, Hedge Funds, Asset Management, Management, Strategy, Business Intelligence, Business Analysis, Asset Managment, Financial Modeling, Private Equity, Investment Banking, Structured Products, Valuation, Trading, FX Options, Securities, Trading Systems, Due Diligence, Credit, Equities
Education
Baruch College, City University of New York (CUNY)
MBA, Investment Analysis & Corporate Finance
New York University
BA, Biology
Scarlett Li Scarlett Li's UBS Investment Bank Experience June 2011 - April 2012
Job U.S. Associate at Linklaters LLP
Industry Legal Services
Experience
Linklaters September 2013 - Present
Linklaters May 2012 - July 2012
UBS Investment Bank June 2011 - April 2012
BNY Mellon June 2007 - August 2007
Skills
Capital Markets, Private Equity, Corporate Finance, Mandarin, Due Diligence, Investment Management, Corporate Law
Education
Fordham University School of Law 2010 — 2013
J.D.
Columbia University - Fu Foundation School of Engineering and Applied Science 2008 — 2009
M.S., Operations Research
Bard College 2004 — 2008
B.A., Economics
Shenzhen Middle School
Linklaters September 2013 - Present
Linklaters May 2012 - July 2012
UBS Investment Bank June 2011 - April 2012
BNY Mellon June 2007 - August 2007
Skills
Capital Markets, Private Equity, Corporate Finance, Mandarin, Due Diligence, Investment Management, Corporate Law
Education
Fordham University School of Law 2010 — 2013
J.D.
Columbia University - Fu Foundation School of Engineering and Applied Science 2008 — 2009
M.S., Operations Research
Bard College 2004 — 2008
B.A., Economics
Shenzhen Middle School
Jazil Ghias Jazil Ghias's UBS Investment Bank Experience 2013 - 2014
Job Director, Global Synthetic Equity at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank 2013 - 2014
BNP Paribas 2012 - 2013
Royal Bank of Scotland 2010 - 2012
Merrill Lynch 1999 - 2010
Skills
Derivatives, Capital Markets, Structured Finance, Banking, Equity Derivatives, Equities, Financial Markets, Financial Structuring, Credit Risk, Emerging Markets, Hedge Funds, Trading, Investment Banking, Fixed Income, Investments
Education
Bard College 1994 — 1998
Bachelor's degree, Economics
Karachi Grammar School
UBS Investment Bank 2013 - 2014
BNP Paribas 2012 - 2013
Royal Bank of Scotland 2010 - 2012
Merrill Lynch 1999 - 2010
Skills
Derivatives, Capital Markets, Structured Finance, Banking, Equity Derivatives, Equities, Financial Markets, Financial Structuring, Credit Risk, Emerging Markets, Hedge Funds, Trading, Investment Banking, Fixed Income, Investments
Education
Bard College 1994 — 1998
Bachelor's degree, Economics
Karachi Grammar School
Leonid Grabovskiy Leonid Grabovskiy's UBS Investment Bank Experience April 2007 - October 2007
Job Product Manager
Industry Information Technology and Services
Experience
EIS Group Ltd December 2011 - Present
MetLife Alico August 2011 - December 2011
Iron Mountain March 2010 - May 2011
2009 FREEDOM OSS August 2009 - November 2009
Credit Suisse October 2007 - July 2009
UBS Investment Bank April 2007 - October 2007
2006 SOFTERWARE INC August 2006 - November 2006
2006 INSURANCE SERVICES OFFICES, INC August 2004 - August 2006
Penn Mutual November 2000 - July 2004
Skills
Business Analysis, Derivatives, Business Intelligence, Data Analysis, Product Management, Risk Management, Requirements Analysis, Business Process, Testing, Access, Analysis, CRM, SDLC, Requirements Gathering, Software Documentation, Business Requirements, Databases, Market Research
Education
Baruch College 1999 — 2004
BBA, Finance
Zicklin School of Business, Baruch College, CUNY 1999 — 2004
BBA, Finance/Marketing
Brooklyn Tech HS
EIS Group Ltd December 2011 - Present
MetLife Alico August 2011 - December 2011
Iron Mountain March 2010 - May 2011
2009 FREEDOM OSS August 2009 - November 2009
Credit Suisse October 2007 - July 2009
UBS Investment Bank April 2007 - October 2007
2006 SOFTERWARE INC August 2006 - November 2006
2006 INSURANCE SERVICES OFFICES, INC August 2004 - August 2006
Penn Mutual November 2000 - July 2004
Skills
Business Analysis, Derivatives, Business Intelligence, Data Analysis, Product Management, Risk Management, Requirements Analysis, Business Process, Testing, Access, Analysis, CRM, SDLC, Requirements Gathering, Software Documentation, Business Requirements, Databases, Market Research
Education
Baruch College 1999 — 2004
BBA, Finance
Zicklin School of Business, Baruch College, CUNY 1999 — 2004
BBA, Finance/Marketing
Brooklyn Tech HS
Christian Stolcke Christian Stolcke's UBS Investment Bank Experience October 2006 - Present
Job Managing Director at UBS Investment Bank; Global Head of PostTrade Network Management
Industry Financial Services
Experience
UBS Investment Bank October 2006 - Present
JPMorgan Chase & Co. August 2000 - January 2006
A.T. Kearney 1992 - 2001
Skills
Strategy, Banking, Management Consulting, Six Sigma, Management, Start-ups, Risk Management, Investment Banking, Restructuring, Fixed Income, Operations Management, Equities, Emerging Markets, Financial Services, Strategic Sourcing, Finance, Leadership, CRM, Performance Management, Mergers & Acquisitions, Corporate Finance, Strategic Negotiations, Business Transformation, Business Analysis
Education
Baruch College, City University of New York (CUNY) 1991 — 1992
MBA, Finance, International Management
University of Mannheim 1987 — 1991
Diplom-Kaufmann, Business, Finance
UBS Investment Bank October 2006 - Present
JPMorgan Chase & Co. August 2000 - January 2006
A.T. Kearney 1992 - 2001
Skills
Strategy, Banking, Management Consulting, Six Sigma, Management, Start-ups, Risk Management, Investment Banking, Restructuring, Fixed Income, Operations Management, Equities, Emerging Markets, Financial Services, Strategic Sourcing, Finance, Leadership, CRM, Performance Management, Mergers & Acquisitions, Corporate Finance, Strategic Negotiations, Business Transformation, Business Analysis
Education
Baruch College, City University of New York (CUNY) 1991 — 1992
MBA, Finance, International Management
University of Mannheim 1987 — 1991
Diplom-Kaufmann, Business, Finance
Tapan Sheth Tapan Sheth's UBS Investment Bank Experience July 2007 - June 2011
Job Director Derivatives Project Group at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2011 - Present
UBS Investment Bank July 2007 - June 2011
Avalon Group Ltd September 2006 - July 2007
GunnAllen Financial July 2004 - November 2005
National Securities November 2002 - July 2004
Skills
Equities, Derivatives, Capital Markets, Investment Banking, Equity Derivatives, Finance, Financial Analysis, Structured Products, Options, Trading Systems, Prime Brokerage, Hedge Funds, Swaps, Valuation, Middle Office
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MBA, Finance
Arya Vidya Mandir (Juhu)
Purdue University - Krannert School of Management
BS, Finance and MIS
Morgan Stanley June 2011 - Present
UBS Investment Bank July 2007 - June 2011
Avalon Group Ltd September 2006 - July 2007
GunnAllen Financial July 2004 - November 2005
National Securities November 2002 - July 2004
Skills
Equities, Derivatives, Capital Markets, Investment Banking, Equity Derivatives, Finance, Financial Analysis, Structured Products, Options, Trading Systems, Prime Brokerage, Hedge Funds, Swaps, Valuation, Middle Office
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MBA, Finance
Arya Vidya Mandir (Juhu)
Purdue University - Krannert School of Management
BS, Finance and MIS
Smitha Gubbi Smitha Gubbi's UBS Investment Bank Experience June 2008 - May 2009
Job Software Engineer at Cisco Systems
Industry Computer Networking
Experience
Cisco Systems October 2010 - Present
Wells Fargo October 2009 - October 2010
LinkedIn September 2009 - October 2009
UBS Investment Bank June 2008 - May 2009
Wipro Technologies 2004 - 2009
Farmers Insurance March 2006 - October 2007
Skills
Ant, ClearCase, Perl, Release Management, Maven, Jenkins, Linux, Anthill, Python, Unix, CVS, Java, Weblogic, Agile Methodologies, Shell Scripting, Tomcat, Oracle, Java Enterprise Edition
Education
Bangalore University 1997 — 2001
B.E, Instrumentation & Electronics
Cisco Systems October 2010 - Present
Wells Fargo October 2009 - October 2010
LinkedIn September 2009 - October 2009
UBS Investment Bank June 2008 - May 2009
Wipro Technologies 2004 - 2009
Farmers Insurance March 2006 - October 2007
Skills
Ant, ClearCase, Perl, Release Management, Maven, Jenkins, Linux, Anthill, Python, Unix, CVS, Java, Weblogic, Agile Methodologies, Shell Scripting, Tomcat, Oracle, Java Enterprise Edition
Education
Bangalore University 1997 — 2001
B.E, Instrumentation & Electronics
Cosmin Lupea Cosmin Lupea's UBS Investment Bank Experience July 2007 - January 2009
Job Securitized Products Trader at Barclays Investment Bank
Industry Banking
Experience
Barclays Investment Bank Liquidity & Funding AnalystBarclays CapitalApril 2009 - April 2013
UBS Investment Bank July 2007 - January 2009
BDO Seidman, LLP June 2006 - August 2007
Skills
Financial Modeling, Bloomberg, Financial Analysis, Corporate Finance, Equities, Valuation, Financial Statement..., Fixed Income, Investment Banking, Financial Reporting, Derivatives, FX Options, Portfolio Management, Business Analysis, Risk Management, Emerging Markets, Capital Markets, Capital IQ, Middle Office, Data Analysis
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Quantitative Finance & Management
City University of New York-Baruch College - Zicklin School of Business 2006 — 2007
MS, Corporate Finance
City University of New York-Hunter College 2004 — 2006
BA, Economics and Mathematics
Barclays Investment Bank Liquidity & Funding AnalystBarclays CapitalApril 2009 - April 2013
UBS Investment Bank July 2007 - January 2009
BDO Seidman, LLP June 2006 - August 2007
Skills
Financial Modeling, Bloomberg, Financial Analysis, Corporate Finance, Equities, Valuation, Financial Statement..., Fixed Income, Investment Banking, Financial Reporting, Derivatives, FX Options, Portfolio Management, Business Analysis, Risk Management, Emerging Markets, Capital Markets, Capital IQ, Middle Office, Data Analysis
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Quantitative Finance & Management
City University of New York-Baruch College - Zicklin School of Business 2006 — 2007
MS, Corporate Finance
City University of New York-Hunter College 2004 — 2006
BA, Economics and Mathematics
Nick N. Kamenoff Nick N. Kamenoff's UBS Investment Bank Experience February 2014 - August 2014
Job MBA, BUSINESS ANALYST
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
UBS Investment Bank February 2014 - August 2014
Citi May 2013 - December 2013
BARCLAYS CAPITAL INC. June 2012 - May 2013
LAMCO LLC March 2009 - July 2011
BARCLAYS CAPITAL INC. September 2008 - March 2009
LEHMAN BROTHERS September 2005 - September 2008
OMEGA EMS BROKERAGE January 2004 - September 2005
FIRST INVESTORS CORPORATION May 2002 - September 2003
MORGAN STANLEY SMITH BARNEY September 2000 - September 2001
Skills
Excel, PowerPoint, Word, Access, Bloomberg, ADP, ICE, ICAP, ASAP, HTML, DTC, Calypso, Quickbooks, Turbo Tax, Windows, Derivatives, Commodities, Options, Middle Office, Swaps, Fixed Income, Reconciliation, Oil&Gas, Forwards, 529 Plans, IRA's, Term Life Insurance, Whole Life, Mutual Funds, Annuities, Operations, SmartTicket, Spanish, Bulgarian, Hebrew
Education
Baruch College, Zicklin School of Business
Master of Business Administration, Concentration in Finance
Baruch College
Bachelor of Business Administration, Major: Finance and Investments; Minor: Computer Science
Monmouth University
Associate in Science, Finance
Brooklyn Technical High School
High School Diploma, Bio-Med Major
Morgan Stanley August 2014 - Present
UBS Investment Bank February 2014 - August 2014
Citi May 2013 - December 2013
BARCLAYS CAPITAL INC. June 2012 - May 2013
LAMCO LLC March 2009 - July 2011
BARCLAYS CAPITAL INC. September 2008 - March 2009
LEHMAN BROTHERS September 2005 - September 2008
OMEGA EMS BROKERAGE January 2004 - September 2005
FIRST INVESTORS CORPORATION May 2002 - September 2003
MORGAN STANLEY SMITH BARNEY September 2000 - September 2001
Skills
Excel, PowerPoint, Word, Access, Bloomberg, ADP, ICE, ICAP, ASAP, HTML, DTC, Calypso, Quickbooks, Turbo Tax, Windows, Derivatives, Commodities, Options, Middle Office, Swaps, Fixed Income, Reconciliation, Oil&Gas, Forwards, 529 Plans, IRA's, Term Life Insurance, Whole Life, Mutual Funds, Annuities, Operations, SmartTicket, Spanish, Bulgarian, Hebrew
Education
Baruch College, Zicklin School of Business
Master of Business Administration, Concentration in Finance
Baruch College
Bachelor of Business Administration, Major: Finance and Investments; Minor: Computer Science
Monmouth University
Associate in Science, Finance
Brooklyn Technical High School
High School Diploma, Bio-Med Major
Elizabeth Wilcox's UBS Investment Bank Experience June 2008 - August 2008
Job Head Emergency Medicine Scribe at Fletcher Allen Health Care
Industry Medical Practice
Experience
Fletcher Allen Health Care October 2012 - Present
The University of Vermont Continuing Education May 2012 - August 2013
RJS Associates March 2011 - April 2012
COLDWELL BANKER RESIDENTIAL BROKERAGE July 2010 - January 2012
UBS Investment Bank June 2008 - August 2008
Ninth Wave Capital Management June 2007 - August 2007
Skills
PowerPoint, Word, Excel, Microsoft Office, Social Media, Financial Analysis, Research, Public Speaking, Customer Relations, Spanish, Facebook, Negotiation, Customer Service, Writing, Data Analysis, Editing, New Business Development, Investments, Outlook, Problem Solving, Account Management, Statistics, Photoshop, Real Estate, Contract Negotiation, Microsoft Excel, Interviews, Sales, Human Resources, Microsoft Word
Education
Bates College 2005 — 2009
BA, Mathematics
Fletcher Allen Health Care October 2012 - Present
The University of Vermont Continuing Education May 2012 - August 2013
RJS Associates March 2011 - April 2012
COLDWELL BANKER RESIDENTIAL BROKERAGE July 2010 - January 2012
UBS Investment Bank June 2008 - August 2008
Ninth Wave Capital Management June 2007 - August 2007
Skills
PowerPoint, Word, Excel, Microsoft Office, Social Media, Financial Analysis, Research, Public Speaking, Customer Relations, Spanish, Facebook, Negotiation, Customer Service, Writing, Data Analysis, Editing, New Business Development, Investments, Outlook, Problem Solving, Account Management, Statistics, Photoshop, Real Estate, Contract Negotiation, Microsoft Excel, Interviews, Sales, Human Resources, Microsoft Word
Education
Bates College 2005 — 2009
BA, Mathematics
George Mapp Jr.'s UBS Investment Bank Experience March 1996 - October 1998
Job Investigative Journalist
Industry Security and Investigations
Experience
The Daily Journalist (The Birthplace of Neo-Journalism) July 2013 - Present
Dobroyeutro Blog 2010 - Present
Leopard Creek LLC March 2013 - Present
Mathaba News Network June 2010 - Present
Natexis Bleichroeder October 1998 - January 2001
UBS Investment Bank March 1996 - October 1998
Deutsche Bank December 1993 - March 1996
BJM July 1992 - December 1993
Smith New Court, Inc. June 1989 - June 1992
New York Mercantile Exchange July 1987 - June 1989
Skills
Journalism, Blogging, Investigative Reporting, Press Releases, Social Media, Crisis Management, International Relations, Intelligence, Research, Editing, Politics, Analysis, New Media, Public Relations, Risk Management, Investigative Research, Media Relations, Current Affairs, Security, Political Risk Analysis, Broadcast Journalism, Public Speaking, Strategic Communications, Government, Social Networking, Strategic Planning, Intelligence Analysis, Counterterrorism, Counterintelligence, Risk Assessment, Negotiation, Newspapers, Political Science, Marketing Strategy, Interviews, Business Strategy, International Security, Competitive Intelligence, Customer Service, Online Marketing, New Business Development, Project Planning, Critical Thinking, Technical Writing, HUMINT, Start-ups, investigative journalism, Interviewing, Problem Solving, Social Media...
Education
City University of New York-Baruch College 1992 — 1996
BBA, Finance and Investments
The Daily Journalist (The Birthplace of Neo-Journalism) July 2013 - Present
Dobroyeutro Blog 2010 - Present
Leopard Creek LLC March 2013 - Present
Mathaba News Network June 2010 - Present
Natexis Bleichroeder October 1998 - January 2001
UBS Investment Bank March 1996 - October 1998
Deutsche Bank December 1993 - March 1996
BJM July 1992 - December 1993
Smith New Court, Inc. June 1989 - June 1992
New York Mercantile Exchange July 1987 - June 1989
Skills
Journalism, Blogging, Investigative Reporting, Press Releases, Social Media, Crisis Management, International Relations, Intelligence, Research, Editing, Politics, Analysis, New Media, Public Relations, Risk Management, Investigative Research, Media Relations, Current Affairs, Security, Political Risk Analysis, Broadcast Journalism, Public Speaking, Strategic Communications, Government, Social Networking, Strategic Planning, Intelligence Analysis, Counterterrorism, Counterintelligence, Risk Assessment, Negotiation, Newspapers, Political Science, Marketing Strategy, Interviews, Business Strategy, International Security, Competitive Intelligence, Customer Service, Online Marketing, New Business Development, Project Planning, Critical Thinking, Technical Writing, HUMINT, Start-ups, investigative journalism, Interviewing, Problem Solving, Social Media...
Education
City University of New York-Baruch College 1992 — 1996
BBA, Finance and Investments
Laura Mahalel Laura Mahalel's UBS Investment Bank Experience June 2012 - November 2012
Job VP, Senior Technical Documentation Specialist at BNY Mellon
Industry Computer Software
Experience
BNY Mellon April 2015 - Present
Credit Suisse October 2014 - April 2015
Credit Suisse March 2013 - October 2014
UIOLI January 2013 - March 2013
UBS Investment Bank June 2012 - November 2012
UBS January 2011 - July 2012
Microsoft September 2007 - January 2011
Intel Coropration February 1997 - July 2007
In Other Words, Ltd. 2001 - 2006
Kibbutz Ein Hashofet 1996 - 1997
Skills
financial services, Wiki Development, Technical Writing, Marketing Communications, CEP, Product Training, User Training, Project Management, Social Media Marketing, Social Networking, Economics, Diversity, Web Content, Customer Engagement, Customer Retention, User Experience, Testing, Graphic Design, Product Design, Programming Languages, Big Data, Cloud Computing, Analytics, Networking, Technical Presentations, Presentation Design, Strategic Collaboration, New Business Development, Coordinate Meetings, Jive, Confluence, hebrew, Project Planning, Marketing Strategy, Business Development, Business Analysis, Liasoning, Information Architecture, Content Strategy, Manuals, Online Help, Software Documentation, Technical Documentation, Strategy, Management, Leadership, Software Development, Marketing, Writing, RoboHelp
Education
University of Wisconsin-Madison 1994 — 1995
M.A., Economics
Barnard College 1988 — 1992
BA, Political Economy
Nyack High School 1988 — 1992
Lycee Leon Blum 1987 — 1988
BAC - Francais, French Language and Literature
Jewish Theological Seminary (J.T.S.) 1984 — 1988
Judaics
BNY Mellon April 2015 - Present
Credit Suisse October 2014 - April 2015
Credit Suisse March 2013 - October 2014
UIOLI January 2013 - March 2013
UBS Investment Bank June 2012 - November 2012
UBS January 2011 - July 2012
Microsoft September 2007 - January 2011
Intel Coropration February 1997 - July 2007
In Other Words, Ltd. 2001 - 2006
Kibbutz Ein Hashofet 1996 - 1997
Skills
financial services, Wiki Development, Technical Writing, Marketing Communications, CEP, Product Training, User Training, Project Management, Social Media Marketing, Social Networking, Economics, Diversity, Web Content, Customer Engagement, Customer Retention, User Experience, Testing, Graphic Design, Product Design, Programming Languages, Big Data, Cloud Computing, Analytics, Networking, Technical Presentations, Presentation Design, Strategic Collaboration, New Business Development, Coordinate Meetings, Jive, Confluence, hebrew, Project Planning, Marketing Strategy, Business Development, Business Analysis, Liasoning, Information Architecture, Content Strategy, Manuals, Online Help, Software Documentation, Technical Documentation, Strategy, Management, Leadership, Software Development, Marketing, Writing, RoboHelp
Education
University of Wisconsin-Madison 1994 — 1995
M.A., Economics
Barnard College 1988 — 1992
BA, Political Economy
Nyack High School 1988 — 1992
Lycee Leon Blum 1987 — 1988
BAC - Francais, French Language and Literature
Jewish Theological Seminary (J.T.S.) 1984 — 1988
Judaics
Cynthia Gosso Cynthia Gosso's UBS Investment Bank Experience September 2008 - December 2008
Job Finance Support Mid Level within the Regulatory/Statutory team
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Haver Analytics August 2014 - June 2015
Axiom SL April 2014 - July 2014
First Investors February 2014 - April 2014
Club Z! In-Home Tutoring Services 2011 - 2014
Pearl Capital Rivis Ventures, LLC. May 2013 - September 2013
Swatch Ltd. May 2012 - May 2013
Champion Learning Center January 2010 - May 2013
US Census Bureau March 2010 - July 2010
UBS Investment Bank September 2008 - December 2008
Skills
Microsoft Excel, Finance, Financial Services, Analysis, Financial Analysis, Risk Management, Financial Planning, Microsoft Office, Investments, Financial Risk, Bloomberg, Portfolio Management, Fixed Income, Equities, Derivatives, Financial Modeling, Securities, Capital Markets, Credit Risk, Economics, Corporate Finance, Valuation, Customer Service, Microsoft Word, Data Analysis, Research, PowerPoint, Teamwork, Social Media, Strategic Financial..., Mutual Funds, Financial Markets, Cash Management, Account Reconciliation, Financial Reporting, Leadership, Public Speaking, Social Networking
Education
Pace University - Lubin School of Business 2011 — 2013
Master of Science (MS), Investment Management
Baruch College, City University of New York (CUNY) 2006 — 2008
Bachelor of Business Administration (BBA), Finance and Investments
Morgan Stanley June 2015 - Present
Haver Analytics August 2014 - June 2015
Axiom SL April 2014 - July 2014
First Investors February 2014 - April 2014
Club Z! In-Home Tutoring Services 2011 - 2014
Pearl Capital Rivis Ventures, LLC. May 2013 - September 2013
Swatch Ltd. May 2012 - May 2013
Champion Learning Center January 2010 - May 2013
US Census Bureau March 2010 - July 2010
UBS Investment Bank September 2008 - December 2008
Skills
Microsoft Excel, Finance, Financial Services, Analysis, Financial Analysis, Risk Management, Financial Planning, Microsoft Office, Investments, Financial Risk, Bloomberg, Portfolio Management, Fixed Income, Equities, Derivatives, Financial Modeling, Securities, Capital Markets, Credit Risk, Economics, Corporate Finance, Valuation, Customer Service, Microsoft Word, Data Analysis, Research, PowerPoint, Teamwork, Social Media, Strategic Financial..., Mutual Funds, Financial Markets, Cash Management, Account Reconciliation, Financial Reporting, Leadership, Public Speaking, Social Networking
Education
Pace University - Lubin School of Business 2011 — 2013
Master of Science (MS), Investment Management
Baruch College, City University of New York (CUNY) 2006 — 2008
Bachelor of Business Administration (BBA), Finance and Investments
Esther Wallace Esther Wallace's UBS Investment Bank Experience August 2008 - Present
Job Experienced Finance Professional + Budding Social Entrepreneur
Industry Investment Banking
Experience
UBS Investment Bank August 2008 - Present
UBS Investment Bank December 2007 - August 2008
UBS Investment Bank January 2006 - December 2007
Private Client Resources, LLC March 2005 - December 2005
Skills
Financial Services, Financial Markets, Finance, Fixed Income, Equities, Foreign Exchange, Prime Brokerage, Hedge Funds, Emerging Markets, Derivatives, Structured Products, Financial Modeling, Financial Analysis, Business Intelligence, Business Analysis, Client Analysis, Business Strategy, Process Improvement, Offshoring
Education
CFA Institute 2015 — 2015
2016 Level II Candidate in the CFA Program Passed Level I of the CFA Program in 2015
Fairfield University 2004 — 2006
Master of Science (M.S.), Finance, (graduated magna cum laude)
Bay Path University 1998 — 2002
Bachelor of Science (B.S.), Information Technology Business Administration, (graduated magna cum laude)
UBS Investment Bank August 2008 - Present
UBS Investment Bank December 2007 - August 2008
UBS Investment Bank January 2006 - December 2007
Private Client Resources, LLC March 2005 - December 2005
Skills
Financial Services, Financial Markets, Finance, Fixed Income, Equities, Foreign Exchange, Prime Brokerage, Hedge Funds, Emerging Markets, Derivatives, Structured Products, Financial Modeling, Financial Analysis, Business Intelligence, Business Analysis, Client Analysis, Business Strategy, Process Improvement, Offshoring
Education
CFA Institute 2015 — 2015
2016 Level II Candidate in the CFA Program Passed Level I of the CFA Program in 2015
Fairfield University 2004 — 2006
Master of Science (M.S.), Finance, (graduated magna cum laude)
Bay Path University 1998 — 2002
Bachelor of Science (B.S.), Information Technology Business Administration, (graduated magna cum laude)
Rui Xuan Liao's UBS Investment Bank Experience August 2015 - Present
Job Application Support Analyst at UBS Investment Bank
Industry Information Technology and Services
Experience
UBS Investment Bank August 2015 - Present
JPMorgan Chase March 2014 - November 2014
Transamerica Financial Advisors, Inc. September 2011 - February 2014
Skills
Microsoft Office, Microsoft Excel, HTML, CSS, JavaScript, Bootstrap, jQuery UI, C++, Ruby, Unix, SQL, PL/SQL, ITIL v3 Foundations...
Education
Baruch College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
UBS Investment Bank August 2015 - Present
JPMorgan Chase March 2014 - November 2014
Transamerica Financial Advisors, Inc. September 2011 - February 2014
Skills
Microsoft Office, Microsoft Excel, HTML, CSS, JavaScript, Bootstrap, jQuery UI, C++, Ruby, Unix, SQL, PL/SQL, ITIL v3 Foundations...
Education
Baruch College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Irene Belinsky Irene Belinsky's UBS Investment Bank Experience May 2015 - Present
Job Sr PM/PMO Consultant
Industry Banking
Experience
UBS Investment Bank May 2015 - Present
IBEL CORP August 2012 - Present
Citigroup September 2012 - January 2015
Federal Home Loan Bank of New York November 2006 - August 2012
UBS Wealth Management August 1999 - November 2006
Bankers Trust July 1998 - August 1998
JP Morgan July 1997 - August 1997
The New Yorker June 1996 - August 1996
Skills
User Acceptance Testing, Project Management, Business Requirements, Vendor Management, SDLC, Visio, Business Analysis, PMO, Requirements Analysis, Project Portfolio..., SharePoint, Program Management, PMP, IT Management, IT Strategy, MS Project, Requirements Gathering, Software Project..., Change Management, Project Delivery, Information Technology
Education
City University of New York-Baruch College 2001 — 2005
MBA, International Business, 3.4
City University of New York-Baruch College 1996 — 1999
BBA, Information Systems
Rutgers University-New Brunswick 1994 — 1996
Information Systems
New York University
UBS Investment Bank May 2015 - Present
IBEL CORP August 2012 - Present
Citigroup September 2012 - January 2015
Federal Home Loan Bank of New York November 2006 - August 2012
UBS Wealth Management August 1999 - November 2006
Bankers Trust July 1998 - August 1998
JP Morgan July 1997 - August 1997
The New Yorker June 1996 - August 1996
Skills
User Acceptance Testing, Project Management, Business Requirements, Vendor Management, SDLC, Visio, Business Analysis, PMO, Requirements Analysis, Project Portfolio..., SharePoint, Program Management, PMP, IT Management, IT Strategy, MS Project, Requirements Gathering, Software Project..., Change Management, Project Delivery, Information Technology
Education
City University of New York-Baruch College 2001 — 2005
MBA, International Business, 3.4
City University of New York-Baruch College 1996 — 1999
BBA, Information Systems
Rutgers University-New Brunswick 1994 — 1996
Information Systems
New York University
Shikha Singhvi Shikha Singhvi's UBS Investment Bank Experience 2004 - 2004
Job Attorney at Federal Reserve Board
Industry Law Practice
Experience
Federal Reserve Board April 2013 - Present
US Securities and Exchange Commission October 2012 - April 2013
United States District Court for the Eastern District of New York February 2012 - September 2012
US Securities and Exchange Commission January 2011 - May 2011
U.S. Environmental Protection Agency May 2010 - August 2010
Pepper Hamilton LLP May 2009 - July 2009
IBM July 2006 - July 2008
Lehman Brothers 2005 - 2005
UBS Investment Bank 2004 - 2004
Skills
Legal Writing, Strategic Planning, Securities Regulation, Legal Research, Litigation, Intellectual Property, Corporate Law, Government, Commercial Litigation, Securities, Trials, Litigation Support, Corporate Governance, Criminal Law, Civil Litigation, Mediation
Education
Villanova University School of Law 2008 — 2011
JD, Law
Columbia University in the City of New York 2002 — 2006
Bachelor of Arts (B.A.), Economics, Political Science
Barnard College 2002 — 2006
Bachelor of Arts (B.A.), Economics, Political Science
Federal Reserve Board April 2013 - Present
US Securities and Exchange Commission October 2012 - April 2013
United States District Court for the Eastern District of New York February 2012 - September 2012
US Securities and Exchange Commission January 2011 - May 2011
U.S. Environmental Protection Agency May 2010 - August 2010
Pepper Hamilton LLP May 2009 - July 2009
IBM July 2006 - July 2008
Lehman Brothers 2005 - 2005
UBS Investment Bank 2004 - 2004
Skills
Legal Writing, Strategic Planning, Securities Regulation, Legal Research, Litigation, Intellectual Property, Corporate Law, Government, Commercial Litigation, Securities, Trials, Litigation Support, Corporate Governance, Criminal Law, Civil Litigation, Mediation
Education
Villanova University School of Law 2008 — 2011
JD, Law
Columbia University in the City of New York 2002 — 2006
Bachelor of Arts (B.A.), Economics, Political Science
Barnard College 2002 — 2006
Bachelor of Arts (B.A.), Economics, Political Science
Betty Chen, MBA Betty Chen, MBA's UBS Investment Bank Experience November 2014 - Present
Job Treasury liquidity and funding reporting at UBS
Industry Investment Banking
Experience
UBS Investment Bank November 2014 - Present
The Bank of East Asia March 2013 - October 2014
Sumitomo Mitsui Banking Corporation July 2008 - March 2013
Valeocon Management Consulting June 2007 - December 2007
UBS Wealth Management June 2007 - August 2007
Skills
Trade settlement, trade..., Treasury, Cash Management, Trading, Asset Allocation, Settlement, Microsoft Office, Banking, Equities, Financial Analysis, Bloomberg, Fixed Income, Derivatives, FX Options, Portfolio Management, Finance
Education
New York University 2009 — 2011
Master's degree
Baruch College, City University of New York (CUNY) 2006 — 2008
MBA
City University of New York-Baruch College - Zicklin School of Business 2006 — 2008
MBA
UBS Investment Bank November 2014 - Present
The Bank of East Asia March 2013 - October 2014
Sumitomo Mitsui Banking Corporation July 2008 - March 2013
Valeocon Management Consulting June 2007 - December 2007
UBS Wealth Management June 2007 - August 2007
Skills
Trade settlement, trade..., Treasury, Cash Management, Trading, Asset Allocation, Settlement, Microsoft Office, Banking, Equities, Financial Analysis, Bloomberg, Fixed Income, Derivatives, FX Options, Portfolio Management, Finance
Education
New York University 2009 — 2011
Master's degree
Baruch College, City University of New York (CUNY) 2006 — 2008
MBA
City University of New York-Baruch College - Zicklin School of Business 2006 — 2008
MBA
Jeffrey Cusner Jeffrey Cusner's UBS Investment Bank Experience September 1998 - Present
Job Associate Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank September 1998 - Present
JPMorgan Chase September 1997 - August 1998
JPMorgan Chase September 1993 - August 1997
Lazard August 1990 - August 1993
Skills
Investment Banking, Fixed Income, Market Data, Corporate Finance, Bloomberg, Middle Office, Trading Systems, Bloomberg Terminal, Structured Products, Financial Modeling, Prime Brokerage, Credit Derivatives, Equity Derivatives, Hedge Funds, Equity Research, Interest Rate..., Derivatives, Market Risk, FX Options, Capital Markets, Bonds
Education
Fordham University - Graduate School of Business Administration 1994 — 1996
Master of Business Administration (MBA), Finance, General
Pratt Institute 1991 — 1993
Master of Library & Information Science (MLIS)
Baruch College
Bachelor of Business Administration (BBA), Marketing
UBS Investment Bank September 1998 - Present
JPMorgan Chase September 1997 - August 1998
JPMorgan Chase September 1993 - August 1997
Lazard August 1990 - August 1993
Skills
Investment Banking, Fixed Income, Market Data, Corporate Finance, Bloomberg, Middle Office, Trading Systems, Bloomberg Terminal, Structured Products, Financial Modeling, Prime Brokerage, Credit Derivatives, Equity Derivatives, Hedge Funds, Equity Research, Interest Rate..., Derivatives, Market Risk, FX Options, Capital Markets, Bonds
Education
Fordham University - Graduate School of Business Administration 1994 — 1996
Master of Business Administration (MBA), Finance, General
Pratt Institute 1991 — 1993
Master of Library & Information Science (MLIS)
Baruch College
Bachelor of Business Administration (BBA), Marketing
Jong Hak Chung Jong Hak Chung's UBS Investment Bank Experience January 2010 - July 2010
Job Financial Analyst at LongTail Video
Industry Financial Services
Experience
JW Player July 2013 - Present
Live Gamer September 2011 - July 2013
Six Spoke Media December 2010 - September 2011
UBS Investment Bank January 2010 - July 2010
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Valuation, Data Analysis, Microsoft Office, Bloomberg, Social Media, Digital Marketing, Budget Monitoring, Capital Budgeting, Budget Process, Business Operations, Operating Budgets, KRAs, Budgets, Business Intelligence, Finance, Analysis, Forecasting, Financial Reporting, Management, PowerPoint, Accounting, Analytics, Account Reconciliation
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
BFA, Finance
Pratt Institute 2006 — 2008
Architecture
JW Player July 2013 - Present
Live Gamer September 2011 - July 2013
Six Spoke Media December 2010 - September 2011
UBS Investment Bank January 2010 - July 2010
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Valuation, Data Analysis, Microsoft Office, Bloomberg, Social Media, Digital Marketing, Budget Monitoring, Capital Budgeting, Budget Process, Business Operations, Operating Budgets, KRAs, Budgets, Business Intelligence, Finance, Analysis, Forecasting, Financial Reporting, Management, PowerPoint, Accounting, Analytics, Account Reconciliation
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
BFA, Finance
Pratt Institute 2006 — 2008
Architecture
Omar Rosas Quintana, MBA's UBS Investment Bank Experience January 2006 - December 2006
Job International Sales Manager at American Equipment Dealers
Industry Machinery
Experience
American Equipment Dealers September 2015 - Present
Ministerio de Industrias y Productividad ( MIPRO ) September 2013 - August 2015
SunTrust Bank May 2010 - July 2013
Allstate March 2009 - April 2010
Latino Communication, Inc January 2007 - February 2009
UBS Investment Bank January 2006 - December 2006
Baruch College December 2004 - December 2005
Skills
Cross Selling, New Business Development, Credit Analysis, Outlook, Sales Management, Coaching, Negotiation, Leadership, Loan Origination, Customer Satisfaction, Business Expansion, Thinking Outside The Box, Client Relationship..., Bilingual-Spanish, Goal Oriented, Analytical Abilities, Time Management, Sales Driven, Public Speaking, Community Involvement, Customer Experience, Employee Engagement, Quantitative Analysis, Team Motivator, Growing Revenue, Fast Learner, Multitasker, Operational Efficiency, Focus On Results, Economics, Politics, Notary Public, Uncover Clients..., Advertising Sales, Media Buying, Objection Handling, Team Oriented, Social Networking, Project Management, Industrial Sector, Public Policy, Public Relations, Public Administration, Public Affairs, International Trade, Political Economy, International Relations, Cooperation, International Business, Banking
Education
Pfeiffer University 2010 — 2012
MBA, Global Management
City University of New York-Baruch College 2004 — 2006
BBA, Majors: Economics and International Business. Minor: Political Science.
Brookdale Community College 2002 — 2004
A.A, Business Administration
Queens University of Charlotte 2001 — 2002
ELS Advanced Levels Certification, English as a Second Language.
American Equipment Dealers September 2015 - Present
Ministerio de Industrias y Productividad ( MIPRO ) September 2013 - August 2015
SunTrust Bank May 2010 - July 2013
Allstate March 2009 - April 2010
Latino Communication, Inc January 2007 - February 2009
UBS Investment Bank January 2006 - December 2006
Baruch College December 2004 - December 2005
Skills
Cross Selling, New Business Development, Credit Analysis, Outlook, Sales Management, Coaching, Negotiation, Leadership, Loan Origination, Customer Satisfaction, Business Expansion, Thinking Outside The Box, Client Relationship..., Bilingual-Spanish, Goal Oriented, Analytical Abilities, Time Management, Sales Driven, Public Speaking, Community Involvement, Customer Experience, Employee Engagement, Quantitative Analysis, Team Motivator, Growing Revenue, Fast Learner, Multitasker, Operational Efficiency, Focus On Results, Economics, Politics, Notary Public, Uncover Clients..., Advertising Sales, Media Buying, Objection Handling, Team Oriented, Social Networking, Project Management, Industrial Sector, Public Policy, Public Relations, Public Administration, Public Affairs, International Trade, Political Economy, International Relations, Cooperation, International Business, Banking
Education
Pfeiffer University 2010 — 2012
MBA, Global Management
City University of New York-Baruch College 2004 — 2006
BBA, Majors: Economics and International Business. Minor: Political Science.
Brookdale Community College 2002 — 2004
A.A, Business Administration
Queens University of Charlotte 2001 — 2002
ELS Advanced Levels Certification, English as a Second Language.
Steve Shahverdi Steve Shahverdi's UBS Investment Bank Experience October 2014 - Present
Job Release Coordinator at UBS Investment Bank
Industry
Experience
UBS Investment Bank October 2014 - Present
FDM Group August 2014 - October 2014
M. Shanken Communications April 2013 - August 2014
NYB Tax September 2012 - December 2012
Skills
SQL, SDLC, Scrum, Microsoft Excel, Finance, Oracle, Visio, Microsoft Project, Project Management, Business Analysis, Outlook, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Public Speaking, Teamwork, Research
Education
City University of New York-Baruch College 2009 — 2014
Bachelor of Business Administration (BBA), Computer Information Systems
Great Neck North High School
UBS Investment Bank October 2014 - Present
FDM Group August 2014 - October 2014
M. Shanken Communications April 2013 - August 2014
NYB Tax September 2012 - December 2012
Skills
SQL, SDLC, Scrum, Microsoft Excel, Finance, Oracle, Visio, Microsoft Project, Project Management, Business Analysis, Outlook, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Public Speaking, Teamwork, Research
Education
City University of New York-Baruch College 2009 — 2014
Bachelor of Business Administration (BBA), Computer Information Systems
Great Neck North High School
Christina Avenoso's UBS Investment Bank Experience May 2014 - July 2015
Job Rates Sales Assistant at UBS Investment Bank
Industry Higher Education
Experience
UBS Investment Bank May 2014 - July 2015
UBS Investment Bank May 2013 - May 2014
UBS Investment Bank August 2012 - May 2013
UBS Investment Bank June 2011 - August 2011
Skills
Securities, Fixed Income, Bloomberg, MBS, Bloomberg Terminal, Middle Office, Derivatives, Agency MBS, Microsoft Excel, Investment Banking, Microsoft Office 2003, Series 7, Series 63
Education
City University of New York-Baruch College 2008 — 2012
Bachelor of Arts (B.A.), Major - Philosophy; Minor - Political Science
UBS Investment Bank May 2014 - July 2015
UBS Investment Bank May 2013 - May 2014
UBS Investment Bank August 2012 - May 2013
UBS Investment Bank June 2011 - August 2011
Skills
Securities, Fixed Income, Bloomberg, MBS, Bloomberg Terminal, Middle Office, Derivatives, Agency MBS, Microsoft Excel, Investment Banking, Microsoft Office 2003, Series 7, Series 63
Education
City University of New York-Baruch College 2008 — 2012
Bachelor of Arts (B.A.), Major - Philosophy; Minor - Political Science
Ling (Henry) Chen Ling (Henry) Chen's UBS Investment Bank Experience July 2011 - January 2013
Job Agency MBS Trading at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse May 2013 - Present
UBS Investment Bank July 2011 - January 2013
Deutsche Bank of North America April 2007 - July 2009
Ernst & Young LLP August 2005 - March 2007
Skills
agency (bullets &..., Bond Pricing, Futures Trading, Quantitative Finance, Government Bonds, Fixed Income, Process Improvement, Asset-backed..., Product Control, Financial Accounting, Auditing, Internal Controls, Accounting, Internal Audit, Hospitality Management, Team Building, ABS, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Class of 2011, Financial Instruments & Markets, Economics, Quantitative Finance
Baruch College, City University of New York (CUNY) 2003 — 2005
Bachelor, Accounting
Institut Hôtelier Cesar Ritz 1999 — 2000
Associate, Hospitality Management
Credit Suisse May 2013 - Present
UBS Investment Bank July 2011 - January 2013
Deutsche Bank of North America April 2007 - July 2009
Ernst & Young LLP August 2005 - March 2007
Skills
agency (bullets &..., Bond Pricing, Futures Trading, Quantitative Finance, Government Bonds, Fixed Income, Process Improvement, Asset-backed..., Product Control, Financial Accounting, Auditing, Internal Controls, Accounting, Internal Audit, Hospitality Management, Team Building, ABS, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Class of 2011, Financial Instruments & Markets, Economics, Quantitative Finance
Baruch College, City University of New York (CUNY) 2003 — 2005
Bachelor, Accounting
Institut Hôtelier Cesar Ritz 1999 — 2000
Associate, Hospitality Management
Richard Su Richard Su's UBS Investment Bank Experience December 2013 - Present
Job at
Industry Financial Services
Experience
UBS Investment Bank December 2013 - Present
JPMorgan Chase October 2012 - November 2013
Ernst and Young March 2008 - October 2012
Ernst and Young January 2006 - March 2008
Multi-Pure International August 2004 - January 2006
Skills
Financial Modeling, Business Strategy, Valuation, Project Management, Auditing, Strategy, Program Management, Analytics, Accounting
Education
Baruch College 2011 — 2014
Master of Business Administration (MBA)
University of Michigan
BSE, Mechanical Engineering
Stuyvesant High School
UBS Investment Bank December 2013 - Present
JPMorgan Chase October 2012 - November 2013
Ernst and Young March 2008 - October 2012
Ernst and Young January 2006 - March 2008
Multi-Pure International August 2004 - January 2006
Skills
Financial Modeling, Business Strategy, Valuation, Project Management, Auditing, Strategy, Program Management, Analytics, Accounting
Education
Baruch College 2011 — 2014
Master of Business Administration (MBA)
University of Michigan
BSE, Mechanical Engineering
Stuyvesant High School
Brian Narducci Brian Narducci's UBS Investment Bank Experience June 2013 - October 2013
Job Manager, Data Strategy & Insights at American Express
Industry Financial Services
Experience
American Express April 2015 - Present
American Express October 2013 - April 2015
UBS Investment Bank June 2013 - October 2013
Toshiba America, Inc. May 2011 - February 2013
EBNY Financial, LLC September 2010 - February 2011
JPMorgan Chase December 2009 - April 2010
Merrill Lynch May 2009 - August 2009
Skills
Equities, Investments, Portfolio Management, Mutual Funds, Fixed Income, Banking, ETFs, Microsoft Excel, Microsoft Word, Microsoft Office, Series 6, Derivatives, Finance, Financial Analysis, Financial Modeling, Analysis
Education
City University of New York-Baruch College 2010 — 2013
Master, Business Administration; Finance and Investments
Florida Atlantic University 2006 — 2009
Bachelor, Business Administration
Coral Springs High
American Express April 2015 - Present
American Express October 2013 - April 2015
UBS Investment Bank June 2013 - October 2013
Toshiba America, Inc. May 2011 - February 2013
EBNY Financial, LLC September 2010 - February 2011
JPMorgan Chase December 2009 - April 2010
Merrill Lynch May 2009 - August 2009
Skills
Equities, Investments, Portfolio Management, Mutual Funds, Fixed Income, Banking, ETFs, Microsoft Excel, Microsoft Word, Microsoft Office, Series 6, Derivatives, Finance, Financial Analysis, Financial Modeling, Analysis
Education
City University of New York-Baruch College 2010 — 2013
Master, Business Administration; Finance and Investments
Florida Atlantic University 2006 — 2009
Bachelor, Business Administration
Coral Springs High
Natalie Atun Greenberg Natalie Atun Greenberg's UBS Investment Bank Experience June 2003 - June 2005
Job Senior Acquisitions and Asset Manager at Rexford Industrial
Industry Real Estate
Experience
Rexford Industrial May 2013 - Present
Colony Capital January 2012 - May 2013
Wells Fargo Commercial ORE - Real Estate Managed Assets Group September 2010 - December 2011
SBE Entertainment June 2009 - August 2009
Lowe Enterprises August 2005 - June 2008
UBS Investment Bank June 2003 - June 2005
Goldman, Sachs & Co June 2002 - August 2002
Skills
Due Diligence, Private Equity, Real Estate Economics, Financial Analysis, Investment Banking, Competitive Analysis, Microsoft Excel, PowerPoint, Fundraising, Microsoft Word, Management, Real Estate Development, Financial Modeling, Valuation, Asset Managment, Mergers, Investments, Real Estate, Corporate Finance, Market Analysis
Education
UCLA Anderson School of Management 2008 — 2010
MBA, Real Estate Finance
UCLA Anderson School of Management 2007 — 2008
Riordan Programs, Riordan Fellow's Program
Barnard College, Columbia University 1999 — 2003
BA, History
Horace Mann 1994 — 1999
High School
Rexford Industrial May 2013 - Present
Colony Capital January 2012 - May 2013
Wells Fargo Commercial ORE - Real Estate Managed Assets Group September 2010 - December 2011
SBE Entertainment June 2009 - August 2009
Lowe Enterprises August 2005 - June 2008
UBS Investment Bank June 2003 - June 2005
Goldman, Sachs & Co June 2002 - August 2002
Skills
Due Diligence, Private Equity, Real Estate Economics, Financial Analysis, Investment Banking, Competitive Analysis, Microsoft Excel, PowerPoint, Fundraising, Microsoft Word, Management, Real Estate Development, Financial Modeling, Valuation, Asset Managment, Mergers, Investments, Real Estate, Corporate Finance, Market Analysis
Education
UCLA Anderson School of Management 2008 — 2010
MBA, Real Estate Finance
UCLA Anderson School of Management 2007 — 2008
Riordan Programs, Riordan Fellow's Program
Barnard College, Columbia University 1999 — 2003
BA, History
Horace Mann 1994 — 1999
High School
Andrew Simmons, MS Finance Andrew Simmons, MS Finance's UBS Investment Bank Experience July 2006 - October 2008
Job Collateral Management, Asset Servicing at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2013 - Present
BNY Mellon October 2012 - September 2013
AllianceBernstein September 2010 - May 2012
ISI Group February 2009 - February 2010
UBS Investment Bank July 2006 - October 2008
CitationShares May 2004 - August 2004
Skills
Fixed Income, Microsoft Excel, Analysis, Settlement, Middle Office, Collateral Management, Account Reconciliation, Options, Back Office, PowerPoint, Equities, Securities, Key Performance..., Microsoft Word, User Acceptance Testing, Repo, Investment Banking, Swaps, Bonds, Emerging Markets, Asset Allocation, Bloomberg, Financial Services
Education
Baruch College, City University of New York (CUNY)
Master of Science, Finance
Eastern Connecticut State University
Bachelor of Science, Business Administration
BNY Mellon September 2013 - Present
BNY Mellon October 2012 - September 2013
AllianceBernstein September 2010 - May 2012
ISI Group February 2009 - February 2010
UBS Investment Bank July 2006 - October 2008
CitationShares May 2004 - August 2004
Skills
Fixed Income, Microsoft Excel, Analysis, Settlement, Middle Office, Collateral Management, Account Reconciliation, Options, Back Office, PowerPoint, Equities, Securities, Key Performance..., Microsoft Word, User Acceptance Testing, Repo, Investment Banking, Swaps, Bonds, Emerging Markets, Asset Allocation, Bloomberg, Financial Services
Education
Baruch College, City University of New York (CUNY)
Master of Science, Finance
Eastern Connecticut State University
Bachelor of Science, Business Administration
Tony A. Romani Tony A. Romani's UBS Investment Bank Experience 2007 - 2007
Job
Industry Management Consulting
Experience
TransManager July 2012 - Present
EY March 2014 - December 2014
SIEN Solutions November 2013 - March 2014
IGO Transport & Logistic November 2011 - December 2013
silkroutefinancial April 2010 - February 2012
Freeman & Co., LLC January 2008 - November 2009
UBS Investment Bank 2007 - 2007
PricewaterhouseCoopers June 2003 - July 2006
Hudson Hotel 2000 - 2003
MediaPro Romania 1997 - 1999
Skills
M&A experience, Entrepreneurship, Business Development, Mergers & Acquisitions, B2B, Management, Valuation, Start-ups, Investment Banking, Financial Markets, Business Strategy, Competitive Analysis, Corporate Finance, Emerging Markets, Negotiation, Financial Modeling, Finance, Capital Markets
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance, Entrepreneurship
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Accounting, Economics, 3.854
Colegiul Economic Virgil Madgearu 1991 — 1993
Baccalaureate, Commerce
TransManager July 2012 - Present
EY March 2014 - December 2014
SIEN Solutions November 2013 - March 2014
IGO Transport & Logistic November 2011 - December 2013
silkroutefinancial April 2010 - February 2012
Freeman & Co., LLC January 2008 - November 2009
UBS Investment Bank 2007 - 2007
PricewaterhouseCoopers June 2003 - July 2006
Hudson Hotel 2000 - 2003
MediaPro Romania 1997 - 1999
Skills
M&A experience, Entrepreneurship, Business Development, Mergers & Acquisitions, B2B, Management, Valuation, Start-ups, Investment Banking, Financial Markets, Business Strategy, Competitive Analysis, Corporate Finance, Emerging Markets, Negotiation, Financial Modeling, Finance, Capital Markets
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance, Entrepreneurship
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Accounting, Economics, 3.854
Colegiul Economic Virgil Madgearu 1991 — 1993
Baccalaureate, Commerce
Katharine Sherman's UBS Investment Bank Experience October 2006 - May 2008
Job
Industry Graphic Design
Experience
Marvel Entertainment December 2013 - Present
Marvel Entertainment September 2012 - December 2013
macys.com April 2011 - August 2012
BAM Architecture Studio June 2010 - February 2011
Encore Magazine October 2009 - November 2010
Pod1 Digital Creative Agency January 2010 - April 2010
ClampArt Gallery October 2009 - December 2009
UBS Investment Bank October 2006 - May 2008
UBS Investment Bank September 2005 - September 2006
Barnard College June 2002 - August 2005
Skills
InDesign, Graphic Design, Web Design, Photoshop, User Interface Design, HTML, Graphics, Digital Photography, Illustration, Illustrator, Adobe Creative Suite, Logo Design, User Experience, Mac, Flash
Education
Parsons School of Design 2008 — 2010
AAS
Barnard College 2001 — 2005
BA
Columbia University in the City of New York 2001 — 2005
Marvel Entertainment December 2013 - Present
Marvel Entertainment September 2012 - December 2013
macys.com April 2011 - August 2012
BAM Architecture Studio June 2010 - February 2011
Encore Magazine October 2009 - November 2010
Pod1 Digital Creative Agency January 2010 - April 2010
ClampArt Gallery October 2009 - December 2009
UBS Investment Bank October 2006 - May 2008
UBS Investment Bank September 2005 - September 2006
Barnard College June 2002 - August 2005
Skills
InDesign, Graphic Design, Web Design, Photoshop, User Interface Design, HTML, Graphics, Digital Photography, Illustration, Illustrator, Adobe Creative Suite, Logo Design, User Experience, Mac, Flash
Education
Parsons School of Design 2008 — 2010
AAS
Barnard College 2001 — 2005
BA
Columbia University in the City of New York 2001 — 2005
Igor Poteroba's UBS Investment Bank Experience March 1999 - March 2010
Job Experienced Finance Professional
Industry Financial Services
Experience
UBS Investment Bank March 1999 - March 2010
Donaldson, Lufkin & Jenrette June 1997 - June 1999
Skills
Investment Banking, Due Diligence, Private Equity, Venture Capital, Executive Management, Capital Markets, Financial Modeling, Business Valuation, Strategic Consulting, Corporate Development, Business Strategy, Business Advisory, New Business Development, Business Planning, Securities, Equity Research, Emerging Markets, Contract Recruitment
Education
City University of New York-Baruch College - Zicklin School of Business 1995 — 1997
Master of Business Administration (MBA), Finance and Financial Management Services
University of New Haven 1992 — 1995
Bachelor of Science (BS), International Business
McGill University 1993 — 1994
BA, Business
UBS Investment Bank March 1999 - March 2010
Donaldson, Lufkin & Jenrette June 1997 - June 1999
Skills
Investment Banking, Due Diligence, Private Equity, Venture Capital, Executive Management, Capital Markets, Financial Modeling, Business Valuation, Strategic Consulting, Corporate Development, Business Strategy, Business Advisory, New Business Development, Business Planning, Securities, Equity Research, Emerging Markets, Contract Recruitment
Education
City University of New York-Baruch College - Zicklin School of Business 1995 — 1997
Master of Business Administration (MBA), Finance and Financial Management Services
University of New Haven 1992 — 1995
Bachelor of Science (BS), International Business
McGill University 1993 — 1994
BA, Business
Duane Felix's UBS Investment Bank Experience June 1998 - March 2007
Job CFP Candidate
Industry Financial Services
Experience
Second Forty Consulting January 2010 - Present
Ivy Communications, Inc. April 2007 - December 2009
UBS Investment Bank June 1998 - March 2007
NYC Office of the Comptroller February 1995 - May 1998
NYS HFA August 1993 - July 1994
Skills
Software Proficiency, MS Excel, Quickbooks
Education
NYU SCPS 2010 — 2013
Certificate of Financial Planning, Finance and Financial Management Services
City University of New York-Baruch College 1989 — 1993
BBA, Finance and Economics
Stuyvesant H.S. 1983 — 1987
Second Forty Consulting January 2010 - Present
Ivy Communications, Inc. April 2007 - December 2009
UBS Investment Bank June 1998 - March 2007
NYC Office of the Comptroller February 1995 - May 1998
NYS HFA August 1993 - July 1994
Skills
Software Proficiency, MS Excel, Quickbooks
Education
NYU SCPS 2010 — 2013
Certificate of Financial Planning, Finance and Financial Management Services
City University of New York-Baruch College 1989 — 1993
BBA, Finance and Economics
Stuyvesant H.S. 1983 — 1987
Seth Slomiak's UBS Investment Bank Experience July 2015 - Present
Job Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank July 2015 - Present
Citigroup Global Markets Inc. - LavaFlow ECN February 2006 - June 2015
Assent LLC April 2002 - February 2006
Broadway Trading July 1999 - April 2002
Skills
Trading Systems, Equities, Electronic Trading, Trading, Market Data, Financial Markets, Equity Trading, Low Latency, Capital Markets, Derivatives, Integration, Exchange Connectivity, Securities, Series 7, Risk Management, Proprietary Trading, Financial Services, Fixed Income, Series 63, Series 24, Order Management, Smart Order Routing, Financial Risk, Relationship Management, Technical Analysis, Business Analysis, Routing, Electronic...
Education
Baruch College, City University of New York (CUNY) 2005 — 2008
MBA, Finance/CIS
State University of New York College at Buffalo 1995 — 1999
MS, Management Information Systems
Clarkstown High School North
UBS Investment Bank July 2015 - Present
Citigroup Global Markets Inc. - LavaFlow ECN February 2006 - June 2015
Assent LLC April 2002 - February 2006
Broadway Trading July 1999 - April 2002
Skills
Trading Systems, Equities, Electronic Trading, Trading, Market Data, Financial Markets, Equity Trading, Low Latency, Capital Markets, Derivatives, Integration, Exchange Connectivity, Securities, Series 7, Risk Management, Proprietary Trading, Financial Services, Fixed Income, Series 63, Series 24, Order Management, Smart Order Routing, Financial Risk, Relationship Management, Technical Analysis, Business Analysis, Routing, Electronic...
Education
Baruch College, City University of New York (CUNY) 2005 — 2008
MBA, Finance/CIS
State University of New York College at Buffalo 1995 — 1999
MS, Management Information Systems
Clarkstown High School North
Marinos Baris's UBS Investment Bank Experience September 2004 - December 2006
Job Vice President at Lehman Brothers Holdings Inc.
Industry Banking
Experience
Lehman Brothers Holdings Inc. February 2012 - Present
UBS June 2010 - November 2011
Bank of America June 2009 - June 2010
Ivy Asset Management December 2007 - June 2009
Banc of America Securities December 2006 - December 2007
UBS Investment Bank September 2004 - December 2006
Merrill Lynch March 2004 - October 2004
Summit Systems February 1999 - March 2004
Skills
Business Analysis, Project Management, Fixed Income, Visio, Quality Assurance, SDLC, User Acceptance Testing, Derivatives, Software Documentation, Microsoft Excel, Management, Business Requirements, Testing, PowerPoint, Business Process, Analysis, Finance, Investments, Agile Methodologies, Projects, Quality Center, Financial Risk, Microsoft Word, SharePoint
Education
State University of New York Maritime College 1997 — 1999
MS, Transportation Management
Baruch College, City University of New York (CUNY) 1992 — 1996
BBA, Finance & Investments
State University of New York at New Paltz
Business Administration and Management, General
Lehman Brothers Holdings Inc. February 2012 - Present
UBS June 2010 - November 2011
Bank of America June 2009 - June 2010
Ivy Asset Management December 2007 - June 2009
Banc of America Securities December 2006 - December 2007
UBS Investment Bank September 2004 - December 2006
Merrill Lynch March 2004 - October 2004
Summit Systems February 1999 - March 2004
Skills
Business Analysis, Project Management, Fixed Income, Visio, Quality Assurance, SDLC, User Acceptance Testing, Derivatives, Software Documentation, Microsoft Excel, Management, Business Requirements, Testing, PowerPoint, Business Process, Analysis, Finance, Investments, Agile Methodologies, Projects, Quality Center, Financial Risk, Microsoft Word, SharePoint
Education
State University of New York Maritime College 1997 — 1999
MS, Transportation Management
Baruch College, City University of New York (CUNY) 1992 — 1996
BBA, Finance & Investments
State University of New York at New Paltz
Business Administration and Management, General
Andy Moleon's UBS Investment Bank Experience October 2003 - April 2005
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley December 2011 - Present
Moody's Investors Service May 2010 - December 2011
Goldman Sachs & Co May 2007 - May 2010
Goldman Sachs Asset Management August 2005 - April 2007
UBS Investment Bank October 2003 - April 2005
UBS October 2002 - September 2003
Education
New York University 2006 — 2010
MPA, Public Policy & Finance
Baruch College, City University of New York (CUNY) 1997 — 2001
BBA, Finance & Investments
Morgan Stanley December 2011 - Present
Moody's Investors Service May 2010 - December 2011
Goldman Sachs & Co May 2007 - May 2010
Goldman Sachs Asset Management August 2005 - April 2007
UBS Investment Bank October 2003 - April 2005
UBS October 2002 - September 2003
Education
New York University 2006 — 2010
MPA, Public Policy & Finance
Baruch College, City University of New York (CUNY) 1997 — 2001
BBA, Finance & Investments
Anthony T. Portelli's UBS Investment Bank Experience 1992 - 1997
Job President at NYFIX Securities Corporation
Industry Financial Services
Experience
NYFIX Clearing Corporation December 2002 - Present
NYFIX Securites Corporation 2002 - Present
NYFIX, inc. 2002 - Present
Deutsche Bank 1999 - 2000
Bankers Trust 1997 - 2000
UBS Investment Bank 1992 - 1997
Prudential Bache Securities 1978 - 1983
Education
Pace University - Lubin School of Business 1979 — 1983
MBA, Financial Management
Baruch College, City University of New York (CUNY) 1974 — 1978
BBA, Marketing Management
NYFIX Clearing Corporation December 2002 - Present
NYFIX Securites Corporation 2002 - Present
NYFIX, inc. 2002 - Present
Deutsche Bank 1999 - 2000
Bankers Trust 1997 - 2000
UBS Investment Bank 1992 - 1997
Prudential Bache Securities 1978 - 1983
Education
Pace University - Lubin School of Business 1979 — 1983
MBA, Financial Management
Baruch College, City University of New York (CUNY) 1974 — 1978
BBA, Marketing Management
Krishna Sushanth's UBS Investment Bank Experience January 2005 - December 2009
Job Experienced IT Development and Project Manager in Financial Services
Industry Investment Banking
Experience
AIG April 2013 - Present
UBS January 2011 - November 2012
UBS November 2009 - February 2011
UBS Investment Bank January 2005 - December 2009
UBS Investment Bank January 2001 - December 2004
UBS Investment Bank April 1999 - December 2000
Swiss Bank Corporation February 1998 - April 1999
First Health Group Corp, Downers Grove, IL September 1997 - February 1998
Skycell Communications Ltd, Chennai, India February 1997 - August 1997
L.G.Balakrishnan & Bros Ltd January 1994 - December 1996
Skills
Investment Banking, Equities, Capital Markets, Derivatives, Fixed Income, Enterprise IT Strategy, Program Management, Financial Markets, Market Data, Vendor Management, Software Development, Data Warehousing, Trading Systems, Credit Derivatives, Sybase, Financial Services, Analysis, Enterprise Architecture, Outsourcing, Oracle
Education
Bangalore University 1987 — 1991
BE, Computer Science
AIG April 2013 - Present
UBS January 2011 - November 2012
UBS November 2009 - February 2011
UBS Investment Bank January 2005 - December 2009
UBS Investment Bank January 2001 - December 2004
UBS Investment Bank April 1999 - December 2000
Swiss Bank Corporation February 1998 - April 1999
First Health Group Corp, Downers Grove, IL September 1997 - February 1998
Skycell Communications Ltd, Chennai, India February 1997 - August 1997
L.G.Balakrishnan & Bros Ltd January 1994 - December 1996
Skills
Investment Banking, Equities, Capital Markets, Derivatives, Fixed Income, Enterprise IT Strategy, Program Management, Financial Markets, Market Data, Vendor Management, Software Development, Data Warehousing, Trading Systems, Credit Derivatives, Sybase, Financial Services, Analysis, Enterprise Architecture, Outsourcing, Oracle
Education
Bangalore University 1987 — 1991
BE, Computer Science
Stan Yarmolowitz's UBS Investment Bank Experience November 2009 - August 2012
Job Senior Manager, Practice Center PCG Business Technology at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc. September 2014 - Present
UBS Wealth Management August 2012 - May 2014
UBS Investment Bank November 2009 - August 2012
UBS Investment Bank July 2008 - October 2009
UBS Investment Bank November 2003 - June 2008
UBS Investment Bank February 1994 - October 2003
Credit Suisse February 1992 - January 1994
Barclays Bank PLC August 1988 - February 1992
Skills
FX Options, Market Risk, Trading, Trading Systems, Prime Brokerage, Derivatives, Front Office, Risk Management, FX, Financial Risk, Equities, VAR, Electronic Trading, Fixed Income, Linux, C++
Education
Baruch College, City University of New York (CUNY) 1984 — 1986
Computer Science
Raymond James Financial Inc. September 2014 - Present
UBS Wealth Management August 2012 - May 2014
UBS Investment Bank November 2009 - August 2012
UBS Investment Bank July 2008 - October 2009
UBS Investment Bank November 2003 - June 2008
UBS Investment Bank February 1994 - October 2003
Credit Suisse February 1992 - January 1994
Barclays Bank PLC August 1988 - February 1992
Skills
FX Options, Market Risk, Trading, Trading Systems, Prime Brokerage, Derivatives, Front Office, Risk Management, FX, Financial Risk, Equities, VAR, Electronic Trading, Fixed Income, Linux, C++
Education
Baruch College, City University of New York (CUNY) 1984 — 1986
Computer Science
Russell Kempf's UBS Investment Bank Experience November 2001 - October 2004
Job Vice President, Operational Risk Management at The Depository Trust & Clearing Corporation
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation April 2015 - Present
UBS Financial Services January 2014 - April 2015
UBS Financial Services October 2010 - December 2013
UBS Financial Services April 2009 - September 2010
UBS Wealth Management February 2006 - April 2009
UBS April 2005 - February 2006
UBS Investment Bank November 2001 - October 2004
UBS Wealth Management 2000 - 2001
UBS Wealth Management April 1999 - June 2000
UBS Wealth Management February 1997 - April 1999
Skills
Risk Management, Wealth Management, Securities, Fixed Income, Business Continuity, Operational Risk, SSAE16, SOX 404, Banking, Program Management, Operational Risk..., Outsourcing, Financial Services, Business Process..., Capital Markets, Equities, Finance, Financial Risk, Governance, Process Improvement, Due Diligence, Business Analysis, Management, Strategy
Education
Baruch College, City University of New York (CUNY) 1999 — 2000
MS, Finance
Fordham University 1990 — 1993
BA, History & Political Science
The Depository Trust & Clearing Corporation April 2015 - Present
UBS Financial Services January 2014 - April 2015
UBS Financial Services October 2010 - December 2013
UBS Financial Services April 2009 - September 2010
UBS Wealth Management February 2006 - April 2009
UBS April 2005 - February 2006
UBS Investment Bank November 2001 - October 2004
UBS Wealth Management 2000 - 2001
UBS Wealth Management April 1999 - June 2000
UBS Wealth Management February 1997 - April 1999
Skills
Risk Management, Wealth Management, Securities, Fixed Income, Business Continuity, Operational Risk, SSAE16, SOX 404, Banking, Program Management, Operational Risk..., Outsourcing, Financial Services, Business Process..., Capital Markets, Equities, Finance, Financial Risk, Governance, Process Improvement, Due Diligence, Business Analysis, Management, Strategy
Education
Baruch College, City University of New York (CUNY) 1999 — 2000
MS, Finance
Fordham University 1990 — 1993
BA, History & Political Science
Ann Crespo's UBS Investment Bank Experience 1997 - Present
Job Project Manager
Industry Information Technology and Services
Experience
UBS Lead AssociateUBS1997 - Present
UBS Investment Bank 1997 - Present
Skills
ITIL, Vendor Management, Business Analysis, Integration, SDLC, Risk Management, Business Continuity, Investment Banking, IT Management, Trading Systems, Data Center, Project Management, User Acceptance Testing, IT Strategy, Disaster Recovery, Active Directory, IT Service Management, Enterprise Architecture, PMO
Education
Baruch College, City University of New York (CUNY) 1986 — 1993
UBS Lead AssociateUBS1997 - Present
UBS Investment Bank 1997 - Present
Skills
ITIL, Vendor Management, Business Analysis, Integration, SDLC, Risk Management, Business Continuity, Investment Banking, IT Management, Trading Systems, Data Center, Project Management, User Acceptance Testing, IT Strategy, Disaster Recovery, Active Directory, IT Service Management, Enterprise Architecture, PMO
Education
Baruch College, City University of New York (CUNY) 1986 — 1993
Damon McGinn's UBS Investment Bank Experience May 2013 - June 2015
Job Associate Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets June 2015 - Present
UBS Investment Bank May 2013 - June 2015
Barclays Capital August 2009 - May 2013
Barclays Capital September 2008 - August 2009
Lehman Brothers June 2007 - September 2008
Mascoma Investment Services June 2006 - August 2006
RBC Capital Markets and Dain Rauscher February 2006 - February 2006
Skills
Series 7, Compliance, Investments, Corporate Finance, Equities, Securities, Derivatives
Education
Bates College 2003 — 2007
Bachelor of Arts (B.A.), Sociology
Thetford Academy 1999 — 2003
RBC Capital Markets June 2015 - Present
UBS Investment Bank May 2013 - June 2015
Barclays Capital August 2009 - May 2013
Barclays Capital September 2008 - August 2009
Lehman Brothers June 2007 - September 2008
Mascoma Investment Services June 2006 - August 2006
RBC Capital Markets and Dain Rauscher February 2006 - February 2006
Skills
Series 7, Compliance, Investments, Corporate Finance, Equities, Securities, Derivatives
Education
Bates College 2003 — 2007
Bachelor of Arts (B.A.), Sociology
Thetford Academy 1999 — 2003
Sandeep Pai's UBS Investment Bank Experience January 2008 - May 2012
Job Vice President at Bank of America
Industry Investment Banking
Experience
Bank of America November 2012 - Present
Ernst & Young May 2012 - November 2012
UBS Investment Bank January 2008 - May 2012
UBS Investment Bank June 2000 - January 2008
Skills
Investment Banking, Derivatives, Corporate Finance, Capital Markets, Business Analysis, Valuation, Trading Systems, Fixed Income, Program Management, Sybase
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Concentrations: Finance, Strategy, Econometrics
Georgia Institute of Technology 1998 — 2000
Master of Science (MS), Concentrations: Operations Research, Human Machine interaction
Bangalore University 1993 — 1997
Bachelor of engineering, Industrial Engineering
Bank of America November 2012 - Present
Ernst & Young May 2012 - November 2012
UBS Investment Bank January 2008 - May 2012
UBS Investment Bank June 2000 - January 2008
Skills
Investment Banking, Derivatives, Corporate Finance, Capital Markets, Business Analysis, Valuation, Trading Systems, Fixed Income, Program Management, Sybase
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Concentrations: Finance, Strategy, Econometrics
Georgia Institute of Technology 1998 — 2000
Master of Science (MS), Concentrations: Operations Research, Human Machine interaction
Bangalore University 1993 — 1997
Bachelor of engineering, Industrial Engineering
Leonora Xhekaj's UBS Investment Bank Experience July 1997 - November 2000
Job VP, Operational Risk Management at Voya Investment Management
Industry Investment Management
Experience
ING Investment Management June 2003 - December 2012
UBS Investment Bank July 1997 - November 2000
Skills
Risk Management, Business Continuity, Asset Managment, Operational Risk..., Disaster Recovery, Business Continuity..., Equities, Incident Management, Vendor Management, Business Analysis
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA)
ING Investment Management June 2003 - December 2012
UBS Investment Bank July 1997 - November 2000
Skills
Risk Management, Business Continuity, Asset Managment, Operational Risk..., Disaster Recovery, Business Continuity..., Equities, Incident Management, Vendor Management, Business Analysis
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA)
Dionne Robinson's UBS Investment Bank Experience January 2006 - Present
Job Operations Specialist at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank January 2006 - Present
Baruch College September 2002 - December 2006
Guardian Life Ltd January 1999 - August 2002
Skills
Middle Office, Fixed Income, Microsoft Office, Investment Banking, Warehouse Lending, Real Estate Financing, Cash Management, Loans, Life Insurance, Capsil, Operational Risk...
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2005
Bachelor of Business Administration (BBA), Operations Management
UBS Investment Bank January 2006 - Present
Baruch College September 2002 - December 2006
Guardian Life Ltd January 1999 - August 2002
Skills
Middle Office, Fixed Income, Microsoft Office, Investment Banking, Warehouse Lending, Real Estate Financing, Cash Management, Loans, Life Insurance, Capsil, Operational Risk...
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2005
Bachelor of Business Administration (BBA), Operations Management
Brandye Fernandez's UBS Investment Bank Experience 2006 - 2008
Job Analyst (Consulting Position) at Hudson Highland Group
Industry Banking
Experience
Hudson Highland Group December 2008 - Present
Deutsche Bank 2010 - 2010
UBS Investment Bank 2006 - 2008
Royal Bank of Scotland 2004 - 2006
Royal Bank of Scotland 2004 - 2006
JPMorgan Chase 2001 - 2004
TJX August 2001 - November 2001
Education
LaGuardia Community College 2002 — 2007
Associates Degree, International Business Management
Baruch College, City University of New York (CUNY)
Business
Hudson Highland Group December 2008 - Present
Deutsche Bank 2010 - 2010
UBS Investment Bank 2006 - 2008
Royal Bank of Scotland 2004 - 2006
Royal Bank of Scotland 2004 - 2006
JPMorgan Chase 2001 - 2004
TJX August 2001 - November 2001
Education
LaGuardia Community College 2002 — 2007
Associates Degree, International Business Management
Baruch College, City University of New York (CUNY)
Business
Rene Yip's UBS Investment Bank Experience
Job Associate Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank
Skills
Investment Banking
Education
Baruch College, City University of New York (CUNY) 1987 — 1989
UBS Investment Bank
Skills
Investment Banking
Education
Baruch College, City University of New York (CUNY) 1987 — 1989
Read Burns's UBS Investment Bank Experience February 2010 - February 2012
Job
Industry Financial Services
Experience
UBS Investment Bank February 2010 - February 2012
Broadpoint Capital November 2008 - January 2010
Lehman Brothers July 1995 - November 2008
Skills
Capital Markets, Fixed Income, Derivatives, Bloomberg, Investments, Hedge Funds
Education
Bates College 1991 — 1995
Bachelor of Arts (B.A.), Economics
UBS Investment Bank February 2010 - February 2012
Broadpoint Capital November 2008 - January 2010
Lehman Brothers July 1995 - November 2008
Skills
Capital Markets, Fixed Income, Derivatives, Bloomberg, Investments, Hedge Funds
Education
Bates College 1991 — 1995
Bachelor of Arts (B.A.), Economics
Jahira Ramos's UBS Investment Bank Experience March 2013 - Present
Job Associate Director
Industry Investment Banking
Experience
UBS Investment Bank March 2013 - Present
UBS February 2004 - Present
Education
City University of New York-Baruch College
Bachelor's degree, Finance, General
UBS Investment Bank March 2013 - Present
UBS February 2004 - Present
Education
City University of New York-Baruch College
Bachelor's degree, Finance, General
Apurva Saraf's UBS Investment Bank Experience 2008 - 2009
Job Vice President Global Strategy & Corporate Development
Industry Pharmaceuticals
Experience
Amneal Pharmaceuticals September 2012 - Present
Ranbaxy Pharmaceuticals Inc. 2009 - September 2012
UBS Investment Bank 2008 - 2009
JPMorgan 2006 - 2008
Credit Suisse First Boston 2005 - 2006
Moody's Investors Service 2003 - 2005
Skills
Corporate Development, Global Business..., In-Licensing, Generics, Pharmaceutical Industry, Valuation, Portfolio Management, Private Equity, Corporate Finance, Due Diligence, Investments, Biotechnology, Business Strategy, Competitive Analysis, Equity Research, Financial Analysis, Financial Modeling, Generic Programming, In-licensing, Mergers, Regulatory Affairs, Technology Transfer
Education
Baruch College, City University of New York (CUNY) 2001 — 2003
MBA, Finance and Investments
Sydhenam College 2000 — 2001
M.Com. - I, Finance and Investments
Narsee Monjee College
B.Comm, Accounting and Economics
Jamnabai Narsee School
Amneal Pharmaceuticals September 2012 - Present
Ranbaxy Pharmaceuticals Inc. 2009 - September 2012
UBS Investment Bank 2008 - 2009
JPMorgan 2006 - 2008
Credit Suisse First Boston 2005 - 2006
Moody's Investors Service 2003 - 2005
Skills
Corporate Development, Global Business..., In-Licensing, Generics, Pharmaceutical Industry, Valuation, Portfolio Management, Private Equity, Corporate Finance, Due Diligence, Investments, Biotechnology, Business Strategy, Competitive Analysis, Equity Research, Financial Analysis, Financial Modeling, Generic Programming, In-licensing, Mergers, Regulatory Affairs, Technology Transfer
Education
Baruch College, City University of New York (CUNY) 2001 — 2003
MBA, Finance and Investments
Sydhenam College 2000 — 2001
M.Com. - I, Finance and Investments
Narsee Monjee College
B.Comm, Accounting and Economics
Jamnabai Narsee School
Nick Raikhovski's UBS Investment Bank Experience March 2005 - November 2005
Job Director at Bank of America Merrill Lynch
Industry Computer Software
Experience
Bank of America Merrill Lynch March 2011 - Present
TPG Axon March 2008 - Present
TPG-Axon Capital 2008 - 2010
Ipreo LLC 2007 - 2008
Banc of America Securities November 2005 - June 2007
UBS Investment Bank March 2005 - November 2005
i-Deal LLC November 2000 - March 2005
Prudential Insurance March 1999 - March 2000
Citibank October 1997 - March 1999
Dun & Bradstreet November 1996 - November 1997
Skills
python, SDLC, Electronic Trading, Trading Systems, Business Analysis, Operating Systems, SQL, Enterprise Architecture, Fixed Income, Equities, Agile Methodologies, Databases, Web Development, Software Development, Market Data
Education
Bauman Moscow State Technical University 1981 — 1987
Bank of America Merrill Lynch March 2011 - Present
TPG Axon March 2008 - Present
TPG-Axon Capital 2008 - 2010
Ipreo LLC 2007 - 2008
Banc of America Securities November 2005 - June 2007
UBS Investment Bank March 2005 - November 2005
i-Deal LLC November 2000 - March 2005
Prudential Insurance March 1999 - March 2000
Citibank October 1997 - March 1999
Dun & Bradstreet November 1996 - November 1997
Skills
python, SDLC, Electronic Trading, Trading Systems, Business Analysis, Operating Systems, SQL, Enterprise Architecture, Fixed Income, Equities, Agile Methodologies, Databases, Web Development, Software Development, Market Data
Education
Bauman Moscow State Technical University 1981 — 1987
Marianna Bracco's UBS Investment Bank Experience 2002 - 2005
Job Director at Taconic Capital
Industry Financial Services
Experience
Taconic Capital May 2014 - Present
Marathon Asset Management January 2007 - February 2013
Lehman Brothers 2005 - 2007
UBS Investment Bank 2002 - 2005
Credit Suisse First Boston 1997 - 2001
Skills
Hedge Funds, Alternative Investments
Education
Barnard College
Taconic Capital May 2014 - Present
Marathon Asset Management January 2007 - February 2013
Lehman Brothers 2005 - 2007
UBS Investment Bank 2002 - 2005
Credit Suisse First Boston 1997 - 2001
Skills
Hedge Funds, Alternative Investments
Education
Barnard College
Aleksandr Fuks's UBS Investment Bank Experience 2002 - 2005
Job Futures Operations Manager
Industry Financial Services
Experience
ED&F Man Capital Markets 2014 - Present
JPMorgan Chase 2011 - 2013
Citigroup February 2006 - September 2011
Deutsche Bank 2004 - 2005
UBS Investment Bank 2002 - 2005
Skills
Capital Markets, Financial Modeling, Equities, Bloomberg, Project Management, Derivatives, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA
Baruch College, City University of New York (CUNY) 1995 — 2000
ED&F Man Capital Markets 2014 - Present
JPMorgan Chase 2011 - 2013
Citigroup February 2006 - September 2011
Deutsche Bank 2004 - 2005
UBS Investment Bank 2002 - 2005
Skills
Capital Markets, Financial Modeling, Equities, Bloomberg, Project Management, Derivatives, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA
Baruch College, City University of New York (CUNY) 1995 — 2000
Salvatore Casabianca's UBS Investment Bank Experience February 1995 - January 2008
Job Bank Examiner
Industry Banking
Experience
New York State Department of Financial Services January 2009 - Present
UBS Investment Bank February 1995 - January 2008
BNP Paribas January 1990 - January 1995
Skills
Risk Management, Derivatives, CDS, Credit, Credit Risk, Market Risk, Loans, Fixed Income, Funding, Credit Derivatives, Investment Banking, Capital Markets, Valuation, Swaps, Interest Rate..., Hedge Funds, Interest Rate Swaps, Bloomberg, Equity Derivatives, Options, Commodity, FX Options, Operational Risk, Financial Markets, Structured Finance, Equities, Bonds, Trading, Quantitative Finance
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
New York State Department of Financial Services January 2009 - Present
UBS Investment Bank February 1995 - January 2008
BNP Paribas January 1990 - January 1995
Skills
Risk Management, Derivatives, CDS, Credit, Credit Risk, Market Risk, Loans, Fixed Income, Funding, Credit Derivatives, Investment Banking, Capital Markets, Valuation, Swaps, Interest Rate..., Hedge Funds, Interest Rate Swaps, Bloomberg, Equity Derivatives, Options, Commodity, FX Options, Operational Risk, Financial Markets, Structured Finance, Equities, Bonds, Trading, Quantitative Finance
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
Joan Brody's UBS Investment Bank Experience 1994 - 2004
Job Financial Services Professional
Industry Financial Services
Experience
AIG Royal Alliance 2008 - Present
UBS June 1994 - October 2004
UBS Investment Bank 1994 - 2004
Furman Selz 1992 - 1996
Skills
Equities, Securities, Bloomberg, Wealth Management, Investments, Mutual Funds, Alternative Investments, Asset Managment
Education
Baruch College, City University of New York (CUNY) 1984 — 1988
BA, Finance
AIG Royal Alliance 2008 - Present
UBS June 1994 - October 2004
UBS Investment Bank 1994 - 2004
Furman Selz 1992 - 1996
Skills
Equities, Securities, Bloomberg, Wealth Management, Investments, Mutual Funds, Alternative Investments, Asset Managment
Education
Baruch College, City University of New York (CUNY) 1984 — 1988
BA, Finance
Stan Medvedev's UBS Investment Bank Experience June 2006 - May 2007
Job DoddFrank Compliance BA/PM
Industry Financial Services
Experience
Tullett Prebon April 2012 - April 2013
New York University September 2011 - April 2012
Associated Products Company August 2010 - August 2011
Jefferies & Company September 2009 - August 2010
Morgan Stanley October 2008 - May 2009
Bank of America May 2007 - May 2008
UBS Investment Bank June 2006 - May 2007
Skills
Business Analysis, Fixed Income, Equities, Investment Banking, Financial Risk, Hedge Funds, Project Management, Trading, AML, PMO, Operational Risk, Program Management, Banking, Prime Brokerage, PMP
Education
City University of New York-Baruch College
Bachelor's degree, Finance
University of Oxford
Tullett Prebon April 2012 - April 2013
New York University September 2011 - April 2012
Associated Products Company August 2010 - August 2011
Jefferies & Company September 2009 - August 2010
Morgan Stanley October 2008 - May 2009
Bank of America May 2007 - May 2008
UBS Investment Bank June 2006 - May 2007
Skills
Business Analysis, Fixed Income, Equities, Investment Banking, Financial Risk, Hedge Funds, Project Management, Trading, AML, PMO, Operational Risk, Program Management, Banking, Prime Brokerage, PMP
Education
City University of New York-Baruch College
Bachelor's degree, Finance
University of Oxford
David Scaramuzza's UBS Investment Bank Experience August 2000 - Present
Job Senior Architect and Project Engineer
Industry Computer Software
Experience
UBS Investment Bank August 2000 - Present
Purdue Pharma January 1998 - January 2000
Reader's Digest March 1997 - January 1998
Skills
Active Directory, Agile Methodologies, Analysis, Business Analysis, C#, Data Center, Disaster Recovery, Enterprise Architecture, IT Management, IT Service Management, IT Strategy, ITIL, Incident Management, Infrastructure, Integration, Investment Banking, Java, Laptops, Linux, Management, Networking, Perl, Program Management, Project Delivery, Project Management, Requirements Analysis, SDLC, Sybase, Software Development, Trading Systems, Unix, Vendor Management, SharePoint, Solaris, Software Project..., System Deployment, IT Operations, Solution Architecture, Cloud Computing
Education
Baruch College, City University of New York (CUNY) 1995 — 1996
Microcomputer Technology
UBS Investment Bank August 2000 - Present
Purdue Pharma January 1998 - January 2000
Reader's Digest March 1997 - January 1998
Skills
Active Directory, Agile Methodologies, Analysis, Business Analysis, C#, Data Center, Disaster Recovery, Enterprise Architecture, IT Management, IT Service Management, IT Strategy, ITIL, Incident Management, Infrastructure, Integration, Investment Banking, Java, Laptops, Linux, Management, Networking, Perl, Program Management, Project Delivery, Project Management, Requirements Analysis, SDLC, Sybase, Software Development, Trading Systems, Unix, Vendor Management, SharePoint, Solaris, Software Project..., System Deployment, IT Operations, Solution Architecture, Cloud Computing
Education
Baruch College, City University of New York (CUNY) 1995 — 1996
Microcomputer Technology
Flora Choi-Lally's UBS Investment Bank Experience June 2012 - June 2014
Job Associate, Asset Backed Support at RBS
Industry Banking
Experience
RBS Markets and International Banking June 2014 - Present
UBS Investment Bank June 2012 - June 2014
UBS Investment Bank August 2002 - May 2012
Mitsubishi International Corporation March 2001 - June 2002
Banco Espirito Santo New York June 1998 - March 2001
The Chiba Bank, Ltd. October 1995 - January 1997
The Sanwa Bank, Ltd. October 1990 - October 1995
Skills
Finance, Management, Account Reconciliation, Fixed Income, Loans, Securitization, Residential Mortgages, Middle Office, Derivatives, Valuation, Investment Banking, Banking, Bloomberg, Risk Management, Financial Risk
Education
Baruch College
Bachelor degree, Finance & Investment
RBS Markets and International Banking June 2014 - Present
UBS Investment Bank June 2012 - June 2014
UBS Investment Bank August 2002 - May 2012
Mitsubishi International Corporation March 2001 - June 2002
Banco Espirito Santo New York June 1998 - March 2001
The Chiba Bank, Ltd. October 1995 - January 1997
The Sanwa Bank, Ltd. October 1990 - October 1995
Skills
Finance, Management, Account Reconciliation, Fixed Income, Loans, Securitization, Residential Mortgages, Middle Office, Derivatives, Valuation, Investment Banking, Banking, Bloomberg, Risk Management, Financial Risk
Education
Baruch College
Bachelor degree, Finance & Investment
Abide Kakou's UBS Investment Bank Experience 2001 - 2006
Job Vice President, ABS Origination at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan January 2011 - Present
J.P. Morgan February 2009 - December 2010
J.P. Morgan March 2006 - February 2009
UBS Investment Bank 2001 - 2006
Skills
ABS, Fixed Income, Bloomberg, Investment Banking, Structured Finance, Derivatives, Financial Modeling, Valuation, Capital Markets
Education
City University of New York-Baruch College 2004 — 2006
Master of Science (MS), Financial Engineering
J.P. Morgan January 2011 - Present
J.P. Morgan February 2009 - December 2010
J.P. Morgan March 2006 - February 2009
UBS Investment Bank 2001 - 2006
Skills
ABS, Fixed Income, Bloomberg, Investment Banking, Structured Finance, Derivatives, Financial Modeling, Valuation, Capital Markets
Education
City University of New York-Baruch College 2004 — 2006
Master of Science (MS), Financial Engineering
Paul Benjamin's UBS Investment Bank Experience December 2003 - May 2010
Job Director at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo June 2014 - Present
Paul Benjamin Management LLC May 2013 - Present
P. Benjamin LLC September 2011 - Present
Bank of America June 2013 - May 2014
Barclays Capital June 2010 - May 2013
UBS Investment Bank December 2003 - May 2010
ABN AMRO 2001 - 2003
ING January 1999 - December 2001
Furman Selz 1995 - 1998
Skills
Prime Brokerage, Hedge Funds, Equity Derivatives, Swaps, Securities Lending, Fixed Income, Trading Systems, Credit Derivatives, Equities, Middle Office, Capital Markets, Investment Banking, Alternative Investments, Electronic Trading, Options, FX Options, Structured Products, Derivatives, Portfolio Management, Financial Services, SDLC, Market Data, Investments, Back Office, Trading
Education
Baruch College
Bachelor of Business Administration (B.B.A.), Computer information Systems; Finance; Black Studies
Wells Fargo June 2014 - Present
Paul Benjamin Management LLC May 2013 - Present
P. Benjamin LLC September 2011 - Present
Bank of America June 2013 - May 2014
Barclays Capital June 2010 - May 2013
UBS Investment Bank December 2003 - May 2010
ABN AMRO 2001 - 2003
ING January 1999 - December 2001
Furman Selz 1995 - 1998
Skills
Prime Brokerage, Hedge Funds, Equity Derivatives, Swaps, Securities Lending, Fixed Income, Trading Systems, Credit Derivatives, Equities, Middle Office, Capital Markets, Investment Banking, Alternative Investments, Electronic Trading, Options, FX Options, Structured Products, Derivatives, Portfolio Management, Financial Services, SDLC, Market Data, Investments, Back Office, Trading
Education
Baruch College
Bachelor of Business Administration (B.B.A.), Computer information Systems; Finance; Black Studies
Justine Kong's UBS Investment Bank Experience 1997 - 1998
Job First Vice President Credit & Portfolio Risk Mgmt Group
Industry Financial Services
Experience
Ambac 2008 - Present
Ambac 1998 - Present
Ambac 2006 - 2008
Ambac 2004 - 2006
Ambac 2000 - 2004
Ambac 1998 - 2000
UBS Investment Bank 1997 - 1998
ING 1996 - 1997
E.D. & F. Man, Inc. 1993 - 1996
Skills
Fixed Income, Portfolio Management, Derivatives, Credit Risk, Finance, Banking, Credit Analysis, Financial Services, Structured Products, Business Analysis, Analysis, Market Risk
Education
Baruch College, City University of New York (CUNY) 2003 — 2004
Executive Master of Science in Finance, Finance
Syracuse University - Martin J. Whitman School of Management 1989 — 1993
BS, Finance
Ambac 2008 - Present
Ambac 1998 - Present
Ambac 2006 - 2008
Ambac 2004 - 2006
Ambac 2000 - 2004
Ambac 1998 - 2000
UBS Investment Bank 1997 - 1998
ING 1996 - 1997
E.D. & F. Man, Inc. 1993 - 1996
Skills
Fixed Income, Portfolio Management, Derivatives, Credit Risk, Finance, Banking, Credit Analysis, Financial Services, Structured Products, Business Analysis, Analysis, Market Risk
Education
Baruch College, City University of New York (CUNY) 2003 — 2004
Executive Master of Science in Finance, Finance
Syracuse University - Martin J. Whitman School of Management 1989 — 1993
BS, Finance
Jeffrey Straub's UBS Investment Bank Experience September 1996 - March 2007
Job Financial Services Professional
Industry Financial Services
Experience
UBS Investment Bank September 1996 - March 2007
Education
Baruch College, City University of New York (CUNY) 1987 — 1992
Business Management, Business
UBS Investment Bank September 1996 - March 2007
Education
Baruch College, City University of New York (CUNY) 1987 — 1992
Business Management, Business
Amit Korani's UBS Investment Bank Experience August 2006 - July 2009
Job Vice President, JPMorgan Chase
Industry Investment Banking
Experience
J.P. Morgan January 2015 - Present
JPMorgan Chase September 2011 - December 2014
JP Morgan Chase June 2010 - August 2010
UBS Investment Bank August 2006 - July 2009
ADP India January 2005 - August 2006
Convergys India May 2004 - December 2004
GECIS October 2003 - January 2004
Skills
Process Improvement, Financial Modeling, Management, Finance, Investment Banking, Valuation, Bonds, Hedge Funds, Investments, Trading, ERP, Software Documentation, Settlement, Internal Audit, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
MBA, Finance and Economics
Osmania University 2001 — 2004
B Com (Honors), Finance and Management
J.P. Morgan January 2015 - Present
JPMorgan Chase September 2011 - December 2014
JP Morgan Chase June 2010 - August 2010
UBS Investment Bank August 2006 - July 2009
ADP India January 2005 - August 2006
Convergys India May 2004 - December 2004
GECIS October 2003 - January 2004
Skills
Process Improvement, Financial Modeling, Management, Finance, Investment Banking, Valuation, Bonds, Hedge Funds, Investments, Trading, ERP, Software Documentation, Settlement, Internal Audit, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
MBA, Finance and Economics
Osmania University 2001 — 2004
B Com (Honors), Finance and Management
Aleksey Barabashov's UBS Investment Bank Experience June 2006 - December 2008
Job Software Developer at Amazon
Industry Investment Banking
Experience
Amazon July 2015 - Present
Barclays December 2014 - June 2015
JPMorgan Chase August 2012 - December 2014
Scotiabank May 2009 - August 2012
Risk Focus May 2009 - August 2012
RBC Capital Markets January 2009 - May 2009
UBS Investment Bank June 2006 - December 2008
Lehman Brothers 2006 - 2006
Triple Point Technology 2005 - 2006
SHAZAM Network - ITS, Inc. December 2002 - September 2005
Skills
Trading Systems, Derivatives, Fixed Income, EFTPOS, SDLC, Java, Spring, Oracle, Sybase, Agile Methodologies, Commodity, Design Patterns, SQL, ETRM, XML, Integration, Unix, C#, Trading, Software Development, Financial Risk, Credit Derivatives, Market Risk, Back Office, Credit Risk, Scala
Education
Maharishi University of Management 2002 — 2005
•Master of Science, Computer Science
Southern Federal University (former Rostov State University)
•Master of Science, Physics
Московский Государственный Технический Университет им. Н.Э. Баумана (МГТУ) / Bauman Moscow State Technical University
Mathematics and Computer Science
Amazon July 2015 - Present
Barclays December 2014 - June 2015
JPMorgan Chase August 2012 - December 2014
Scotiabank May 2009 - August 2012
Risk Focus May 2009 - August 2012
RBC Capital Markets January 2009 - May 2009
UBS Investment Bank June 2006 - December 2008
Lehman Brothers 2006 - 2006
Triple Point Technology 2005 - 2006
SHAZAM Network - ITS, Inc. December 2002 - September 2005
Skills
Trading Systems, Derivatives, Fixed Income, EFTPOS, SDLC, Java, Spring, Oracle, Sybase, Agile Methodologies, Commodity, Design Patterns, SQL, ETRM, XML, Integration, Unix, C#, Trading, Software Development, Financial Risk, Credit Derivatives, Market Risk, Back Office, Credit Risk, Scala
Education
Maharishi University of Management 2002 — 2005
•Master of Science, Computer Science
Southern Federal University (former Rostov State University)
•Master of Science, Physics
Московский Государственный Технический Университет им. Н.Э. Баумана (МГТУ) / Bauman Moscow State Technical University
Mathematics and Computer Science
Peter Ma's UBS Investment Bank Experience January 2001 - December 2008
Job Managing Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets May 2014 - Present
Guggenheim Securities December 2011 - April 2014
MF Global September 2011 - November 2011
Keefe, Bruyette & Woods March 2009 - September 2011
UBS Investment Bank January 2001 - December 2008
PaineWebber September 1992 - January 2001
Education
Baruch College, City University of New York (CUNY)
BBA, Economics
RBC Capital Markets May 2014 - Present
Guggenheim Securities December 2011 - April 2014
MF Global September 2011 - November 2011
Keefe, Bruyette & Woods March 2009 - September 2011
UBS Investment Bank January 2001 - December 2008
PaineWebber September 1992 - January 2001
Education
Baruch College, City University of New York (CUNY)
BBA, Economics
Mia Petrillo's UBS Investment Bank Experience November 2008 - Present
Job Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank November 2008 - Present
UBS 2008 - Present
UBS Investment Bank June 2005 - November 2008
UBS Investment Bank September 2001 - June 2005
Arthur Andersen June 1999 - August 2001
Skills
Fixed Income, Investment Management, Credit, Derivatives, Credit Derivatives, Valuation, Trading Systems, Securities, Asset Management, Financial Analysis, Bonds
Education
Baruch College, City University of New York (CUNY)
BS, Accounting
UBS Investment Bank November 2008 - Present
UBS 2008 - Present
UBS Investment Bank June 2005 - November 2008
UBS Investment Bank September 2001 - June 2005
Arthur Andersen June 1999 - August 2001
Skills
Fixed Income, Investment Management, Credit, Derivatives, Credit Derivatives, Valuation, Trading Systems, Securities, Asset Management, Financial Analysis, Bonds
Education
Baruch College, City University of New York (CUNY)
BS, Accounting
Lee Hemphill's UBS Investment Bank Experience October 2010 - January 2012
Job Principal at WLH Risk Advisory
Industry Financial Services
Experience
FDIC January 2013 - June 2013
WLH Risk Advisory January 2012 - January 2013
UBS Investment Bank October 2010 - January 2012
Bank of England October 2008 - October 2010
Goldman Sachs 1985 - 2008
Skills
Risk Management, Basel II, Financial Analysis, Financial Institutions, Credit Risk, Credit Analysis, Counterparty Risk, Banking, Analysis, Ratings, Investment Banking, Fixed Income, Structured Finance, Finance, Derivatives, Financial Risk, Capital Markets, Market Risk
Education
Baruch College, City University of New York (CUNY) 2014 — 2017
Master of Science (MS), Statistics
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Finance
FDIC January 2013 - June 2013
WLH Risk Advisory January 2012 - January 2013
UBS Investment Bank October 2010 - January 2012
Bank of England October 2008 - October 2010
Goldman Sachs 1985 - 2008
Skills
Risk Management, Basel II, Financial Analysis, Financial Institutions, Credit Risk, Credit Analysis, Counterparty Risk, Banking, Analysis, Ratings, Investment Banking, Fixed Income, Structured Finance, Finance, Derivatives, Financial Risk, Capital Markets, Market Risk
Education
Baruch College, City University of New York (CUNY) 2014 — 2017
Master of Science (MS), Statistics
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Finance
Lori Ryan-Thurton's UBS Investment Bank Experience January 2006 - Present
Job Head of Bank Regulatory Testing for Compliance Testing at Deutsche Bank Securities
Industry Financial Services
Experience
Deutsche Bank Securities May 2015 - Present
UBS Investment Bank January 2006 - Present
UBS Investment Bank January 2006 - Present
UBS Investment Bank January 2006 - May 2015
The Bank of New York March 1989 - January 2006
Skills
Risk Assessment, Internal Audit, Fixed Income, Derivatives, Securities, Investment Banking, Microsoft Office, Capital Markets, Prime Brokerage, Equities, Business Analysis, Hedge Funds, AML, FINRA, Due Diligence, Anti Money Laundering, Risk Management, Financial Services
Education
Baruch College, City University of New York (CUNY) 1988 — 1993
MS, Industrial Psychology
Baruch College, City University of New York (CUNY) 1982 — 1985
BA, Industrial Psychology
Deutsche Bank Securities May 2015 - Present
UBS Investment Bank January 2006 - Present
UBS Investment Bank January 2006 - Present
UBS Investment Bank January 2006 - May 2015
The Bank of New York March 1989 - January 2006
Skills
Risk Assessment, Internal Audit, Fixed Income, Derivatives, Securities, Investment Banking, Microsoft Office, Capital Markets, Prime Brokerage, Equities, Business Analysis, Hedge Funds, AML, FINRA, Due Diligence, Anti Money Laundering, Risk Management, Financial Services
Education
Baruch College, City University of New York (CUNY) 1988 — 1993
MS, Industrial Psychology
Baruch College, City University of New York (CUNY) 1982 — 1985
BA, Industrial Psychology
robert bredehoft's UBS Investment Bank Experience director--global collateral managementUBS Securities LLC2008 - Present
Job director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank director--global collateral managementUBS Securities LLC2008 - Present
UBS 1999 - Present
ABN AMRO Bank 2001 - 2006
abn amro 1999 - 2006
AMRO INC 2001 - 2005
morgan stanley 1986 - 1996
Education
Baruch College, City University of New York (CUNY) 1978 — 1983
ba, business management
UBS Investment Bank director--global collateral managementUBS Securities LLC2008 - Present
UBS 1999 - Present
ABN AMRO Bank 2001 - 2006
abn amro 1999 - 2006
AMRO INC 2001 - 2005
morgan stanley 1986 - 1996
Education
Baruch College, City University of New York (CUNY) 1978 — 1983
ba, business management
Alison Richie's UBS Investment Bank Experience June 2008 - June 2009
Job Special Education Teacher at NYC DOE
Industry Investment Banking
Experience
NYC DOE September 2009 - Present
UBS Investment Bank June 2008 - June 2009
Skills
Curriculum Development, Educational Leadership, Special Education, Teaching
Education
Bank Street College of Education 2012 — 2013
Master of Education (MEd), Principals Institute
City University of New York City College 2009 — 2011
Master of Education (MEd), Special Education and Teaching
University of Michigan 2004 — 2008
Bachelor of Arts (B.A.), Psychology
NYC DOE September 2009 - Present
UBS Investment Bank June 2008 - June 2009
Skills
Curriculum Development, Educational Leadership, Special Education, Teaching
Education
Bank Street College of Education 2012 — 2013
Master of Education (MEd), Principals Institute
City University of New York City College 2009 — 2011
Master of Education (MEd), Special Education and Teaching
University of Michigan 2004 — 2008
Bachelor of Arts (B.A.), Psychology
Dmitry Gordeev's UBS Investment Bank Experience 2008 - 2010
Job Senior Java Developer
Industry Information Technology and Services
Experience
JPMorgan Chase March 2012 - Present
Luxoft 2008 - 2010
UBS Investment Bank 2008 - 2010
Skills
Java Enterprise Edition, Spring, JUnit, Maven, JMS, Hibernate, Multithreading, Java, JDBC, Design Patterns, JPA, OOAD, Core Java, Application Servers, SQL, Big Data, UML, Spring Framework, Subversion
Education
Bauman Moscow State Technical University
JPMorgan Chase March 2012 - Present
Luxoft 2008 - 2010
UBS Investment Bank 2008 - 2010
Skills
Java Enterprise Edition, Spring, JUnit, Maven, JMS, Hibernate, Multithreading, Java, JDBC, Design Patterns, JPA, OOAD, Core Java, Application Servers, SQL, Big Data, UML, Spring Framework, Subversion
Education
Bauman Moscow State Technical University
Rachel Ryu's UBS Investment Bank Experience June 2014 - August 2014
Job at UBS Investment Bank
Industry Financial Services
Experience
Investment Management Group [Baruch College Fund] September 2013 - January 2015
UBS Investment Bank June 2014 - August 2014
Neuberger Berman June 2013 - August 2013
AXA Equitable 2010 - 2012
Skills
Investments, Asset Managment, Valuation, Derivatives, Due Diligence, Strategy, Equities, Series 7, Financial Analysis, Bloomberg, Corporate Finance, Analysis, Asset Management, Equity Research, Investment Banking, Mutual Funds, Portfolio Management, Trading
Education
Baruch College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law, 3.7/4.0
Hunter College Highschool
Stuyvesant Highschool
Investment Management Group [Baruch College Fund] September 2013 - January 2015
UBS Investment Bank June 2014 - August 2014
Neuberger Berman June 2013 - August 2013
AXA Equitable 2010 - 2012
Skills
Investments, Asset Managment, Valuation, Derivatives, Due Diligence, Strategy, Equities, Series 7, Financial Analysis, Bloomberg, Corporate Finance, Analysis, Asset Management, Equity Research, Investment Banking, Mutual Funds, Portfolio Management, Trading
Education
Baruch College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law, 3.7/4.0
Hunter College Highschool
Stuyvesant Highschool
Richard Chin's UBS Investment Bank Experience 2000 - 2002
Job Application Support Analyst at Barclays Wealth
Industry Capital Markets
Experience
Barclays Wealth September 2010 - Present
UBS Wealth Management July 2007 - June 2010
UBS 1989 - June 2010
UBS Financial Services Inc. 2000 - 2010
UBS Investment Bank 2000 - 2002
Paine Webber 1998 - 2000
Bankers Trust - Deutsche Bank 1980 - 1998
Banker's Trust Company 1980 - 1998
Bankers Trust Company 1980 - 1989
Skills
Fixed Income, Equities, Trading, Financial Analysis, Middle Office, Portfolio Management, Wealth Management, Trading Systems, Financial Services, Derivatives, Banking, Investment Banking, Bloomberg, Capital Markets, Market Data, Electronic Trading, Back Office, Securities, Sybase, Settlement, Credit Derivatives, Equity Derivatives
Education
Pace University 1986 — 1994
MBA, Information Systems
Baruch College, City University of New York (CUNY) 1973 — 1976
Barclays Wealth September 2010 - Present
UBS Wealth Management July 2007 - June 2010
UBS 1989 - June 2010
UBS Financial Services Inc. 2000 - 2010
UBS Investment Bank 2000 - 2002
Paine Webber 1998 - 2000
Bankers Trust - Deutsche Bank 1980 - 1998
Banker's Trust Company 1980 - 1998
Bankers Trust Company 1980 - 1989
Skills
Fixed Income, Equities, Trading, Financial Analysis, Middle Office, Portfolio Management, Wealth Management, Trading Systems, Financial Services, Derivatives, Banking, Investment Banking, Bloomberg, Capital Markets, Market Data, Electronic Trading, Back Office, Securities, Sybase, Settlement, Credit Derivatives, Equity Derivatives
Education
Pace University 1986 — 1994
MBA, Information Systems
Baruch College, City University of New York (CUNY) 1973 — 1976
Peter Rallis's UBS Investment Bank Experience January 1971 - April 2007
Job Senior Municipal Bond Trader at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2011 - Present
Rockfleet Financial Services January 2010 - January 2011
Sovereign Bank 2007 - May 2009
UBS Investment Bank January 1971 - April 2007
Skills
Series 63, Municipalities, Trading, Fixed Income, Series 7, Capital Markets, Bonds, Series 24, Securities, Investments, Management, Bloomberg
Education
City University of New York-Baruch College 1969 — 1971
business, Marketing
Borough of Manhattan Community College 1968 — 1970
Associates, Marketing
Long Island University, Brooklyn Campus 1967 — 1968
business
TD Ameritrade May 2011 - Present
Rockfleet Financial Services January 2010 - January 2011
Sovereign Bank 2007 - May 2009
UBS Investment Bank January 1971 - April 2007
Skills
Series 63, Municipalities, Trading, Fixed Income, Series 7, Capital Markets, Bonds, Series 24, Securities, Investments, Management, Bloomberg
Education
City University of New York-Baruch College 1969 — 1971
business, Marketing
Borough of Manhattan Community College 1968 — 1970
Associates, Marketing
Long Island University, Brooklyn Campus 1967 — 1968
business
Judy Garvin's UBS Investment Bank Experience 2001 - 2009
Job Administrative Staff Assistant at Town of Greenwich
Industry Financial Services
Experience
Town of Greenwich January 2011 - Present
UBS Investment Bank 2001 - 2009
UBS Investment Bank 1998 - 2001
NationsCredit Commercial Corporation (now BofA) 1996 - 1998
Skills
Employee Benefits, Employee Relations
Education
Baruch College, City University of New York (CUNY)
Bachelor of Science, Business Education
New York University
Master of Arts, Business Education
Norwalk Community College
Associate Degrees, Finance and Banking & Medical Office Mgmt
Town of Greenwich January 2011 - Present
UBS Investment Bank 2001 - 2009
UBS Investment Bank 1998 - 2001
NationsCredit Commercial Corporation (now BofA) 1996 - 1998
Skills
Employee Benefits, Employee Relations
Education
Baruch College, City University of New York (CUNY)
Bachelor of Science, Business Education
New York University
Master of Arts, Business Education
Norwalk Community College
Associate Degrees, Finance and Banking & Medical Office Mgmt
Mario Lanzi's UBS Investment Bank Experience February 1986 - September 2005
Job Business Analyst/Consultant
Industry Banking
Experience
Deutsche Bank September 2013 - August 2014
Citigroup September 2006 - June 2013
UBS Investment Bank February 1986 - September 2005
Skills
Microsoft Office, Information Reporting, FATCA, Tax, Cash Management, Due Diligence, Accounting, Auditing, International Tax, Corporate Tax, Project Management, Account Reconciliation, Securities, Capital Markets, Fixed Income, Equities, Banking
Education
Baruch College 1975 — 1980
Bachelor of Science (B.S.), Accounting
Deutsche Bank September 2013 - August 2014
Citigroup September 2006 - June 2013
UBS Investment Bank February 1986 - September 2005
Skills
Microsoft Office, Information Reporting, FATCA, Tax, Cash Management, Due Diligence, Accounting, Auditing, International Tax, Corporate Tax, Project Management, Account Reconciliation, Securities, Capital Markets, Fixed Income, Equities, Banking
Education
Baruch College 1975 — 1980
Bachelor of Science (B.S.), Accounting
Gonca Harris's UBS Investment Bank Experience April 2008 - August 2010
Job VP, Audit Operations & Reporting
Industry Financial Services
Experience
GE Capital February 2011 - Present
UBS Investment Bank April 2008 - August 2010
FleetBoston Financial 2002 - 2005
Deutsche Bank Alex Brown 2000 - 2002
Tiger Management 1996 - 2000
Skills
Fixed Income, Derivatives, Equities, Series 7, Equity Derivatives, Middle Office, Hedge Funds, Investment Banking, Prime Brokerage, Risk Management, Options, Securities, Financial Risk, Due Diligence, Structured Products, Capital Markets, Financial Analysis, Corporate Finance, Commodity, Back Office
Education
Baruch College, City University of New York (CUNY)
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick
GE Capital February 2011 - Present
UBS Investment Bank April 2008 - August 2010
FleetBoston Financial 2002 - 2005
Deutsche Bank Alex Brown 2000 - 2002
Tiger Management 1996 - 2000
Skills
Fixed Income, Derivatives, Equities, Series 7, Equity Derivatives, Middle Office, Hedge Funds, Investment Banking, Prime Brokerage, Risk Management, Options, Securities, Financial Risk, Due Diligence, Structured Products, Capital Markets, Financial Analysis, Corporate Finance, Commodity, Back Office
Education
Baruch College, City University of New York (CUNY)
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick
Lyubov Khordos (Gekhteris)'s UBS Investment Bank Experience 2005 - June 2015
Job Stock Dividends Specialist at The Depository Trust & Clearing Corporation
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation September 2015 - Present
UBS Investment Bank 2005 - June 2015
Morgan Stanley 2002 - 2005
Skills
Fixed Income, Equities, Hedge Funds, Securities, Middle Office, Corporate Actions, Back Office, ETFs, Proxy Voting, Class Actions
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
BBA, Finance
Baruch College, City University of New York (CUNY) 1998 — 2002
BBA in Finance, Finance, General
The Depository Trust & Clearing Corporation September 2015 - Present
UBS Investment Bank 2005 - June 2015
Morgan Stanley 2002 - 2005
Skills
Fixed Income, Equities, Hedge Funds, Securities, Middle Office, Corporate Actions, Back Office, ETFs, Proxy Voting, Class Actions
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
BBA, Finance
Baruch College, City University of New York (CUNY) 1998 — 2002
BBA in Finance, Finance, General
Azam Siddiqui's UBS Investment Bank Experience April 2006 - July 2008
Job MDM Consultant at Infotrellis
Industry Information Technology and Services
Experience
InfoTrellis, Inc. December 2011 - Present
Davis + Henderson July 2010 - December 2010
IBM August 2008 - August 2010
UBS Investment Bank April 2006 - July 2008
Sanofi Aventis Pharmasutical October 2005 - March 2006
Skills
Test Planning, Test Strategy, SQL, Agile Methodologies, Quality Assurance, Quality Center, SDLC, Test Cases, Business Analysis, Requirements Analysis, Test Automation, QTP, User Acceptance Testing, Requirements Gathering, Manual Testing, Oracle, Software Project..., Testing, XML, DB2, Unix, Integration, Microsoft SQL Server, Databases, Enterprise Architecture
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
CIS
City University of New York
InfoTrellis, Inc. December 2011 - Present
Davis + Henderson July 2010 - December 2010
IBM August 2008 - August 2010
UBS Investment Bank April 2006 - July 2008
Sanofi Aventis Pharmasutical October 2005 - March 2006
Skills
Test Planning, Test Strategy, SQL, Agile Methodologies, Quality Assurance, Quality Center, SDLC, Test Cases, Business Analysis, Requirements Analysis, Test Automation, QTP, User Acceptance Testing, Requirements Gathering, Manual Testing, Oracle, Software Project..., Testing, XML, DB2, Unix, Integration, Microsoft SQL Server, Databases, Enterprise Architecture
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
CIS
City University of New York
Steven Almonte's UBS Investment Bank Experience January 2003 - Present
Job Business Analyst Commission Management at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank January 2003 - Present
Skills
Fixed Income, Equities, Derivatives, Investment Banking, Bloomberg, Capital Markets, Electronic Trading, Securities, Middle Office
Education
Baruch College
Mount Saint Michael Academy
UBS Investment Bank January 2003 - Present
Skills
Fixed Income, Equities, Derivatives, Investment Banking, Bloomberg, Capital Markets, Electronic Trading, Securities, Middle Office
Education
Baruch College
Mount Saint Michael Academy
Edgar Rivera Adum's UBS Investment Bank Experience April 2014 - Present
Job Associate Director at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank April 2014 - Present
BNP Paribas January 2013 - March 2014
Skills
Banking, Financial Analysis, Financial Risk, Credit Analysis, Finance, Corporate Finance, Investments, Credit
Education
Baruch College, City University of New York (CUNY) 1982 — 1986
MBA, Business Administration
UBS Investment Bank April 2014 - Present
BNP Paribas January 2013 - March 2014
Skills
Banking, Financial Analysis, Financial Risk, Credit Analysis, Finance, Corporate Finance, Investments, Credit
Education
Baruch College, City University of New York (CUNY) 1982 — 1986
MBA, Business Administration
Henry Palestrini's UBS Investment Bank Experience May 2006 - August 2013
Job Vice President Prime Services Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank September 2013 - Present
UBS Investment Bank May 2006 - August 2013
Barclays Investment Bank May 2004 - May 2006
Skills
Prime Brokerage, Options, Derivatives, Equities, Financial Services, Fixed Income, Series 7
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2014
Master of Business Administration (MBA), Finance, General
Saint John's University - Peter J. Tobin College of Business 2000 — 2004
Bachelor of Science (BS), Finance, General
Deutsche Bank September 2013 - Present
UBS Investment Bank May 2006 - August 2013
Barclays Investment Bank May 2004 - May 2006
Skills
Prime Brokerage, Options, Derivatives, Equities, Financial Services, Fixed Income, Series 7
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2014
Master of Business Administration (MBA), Finance, General
Saint John's University - Peter J. Tobin College of Business 2000 — 2004
Bachelor of Science (BS), Finance, General
Brando Benedit, PMP's UBS Investment Bank Experience 2000 - 2004
Job
Industry Financial Services
Experience
Deutsche Bank AG, New York 2006 - 2013
JPMorgan Chase 2004 - 2006
UBS Investment Bank 2000 - 2004
Thomson Reuters 1997 - 2000
Skills
Business Analysis, IT Strategy, Market Data, Trading Systems, ITIL, Vendor Management, Electronic Trading, Fixed Income, PMP, Investment Banking, Business Intelligence, PMO, Governance, IT Management, SDLC, Risk Management, Derivatives, Money Market, Sybase, SQL, Enterprise Architecture, Software Project..., Disaster Recovery, Requirements Gathering, Project Management, Oracle, Equity Derivatives, IT Service Management, Requirements Analysis, Unix, IT Operations, Integration, Project Delivery, Business Continuity, Information Technology, Change Management, Security, Process Improvement, Analysis, Stakeholder Management, User Acceptance Testing, Bloomberg Terminal, SEF Onboarding, Low Latency
Education
Baruch College, City University of New York (CUNY)
BBA
Deutsche Bank AG, New York 2006 - 2013
JPMorgan Chase 2004 - 2006
UBS Investment Bank 2000 - 2004
Thomson Reuters 1997 - 2000
Skills
Business Analysis, IT Strategy, Market Data, Trading Systems, ITIL, Vendor Management, Electronic Trading, Fixed Income, PMP, Investment Banking, Business Intelligence, PMO, Governance, IT Management, SDLC, Risk Management, Derivatives, Money Market, Sybase, SQL, Enterprise Architecture, Software Project..., Disaster Recovery, Requirements Gathering, Project Management, Oracle, Equity Derivatives, IT Service Management, Requirements Analysis, Unix, IT Operations, Integration, Project Delivery, Business Continuity, Information Technology, Change Management, Security, Process Improvement, Analysis, Stakeholder Management, User Acceptance Testing, Bloomberg Terminal, SEF Onboarding, Low Latency
Education
Baruch College, City University of New York (CUNY)
BBA
Bryan Adler's UBS Investment Bank Experience July 2013 - Present
Job Investment Banking Analyst at UBS
Industry Accounting
Experience
UBS Investment Bank July 2013 - Present
Connex App LLC August 2012 - Present
CrowdHut March 2013 - May 2013
Global Gaming & Hospitality December 2012 - March 2013
UBS Investment Bank June 2012 - August 2012
Apollo Global Management LLC May 2011 - May 2012
AIESEC United States January 2009 - January 2012
Bessemer Trust January 2011 - May 2011
NYC office of the Comptroller June 2010 - December 2010
Skills
Financial Modeling, Financial Reporting, Accounting, Corporate Finance, Valuation, Bloomberg, Due Diligence, Microsoft Excel, Economics, Equities, Bloomberg Terminal, PowerPoint, Investment Banking, Risk Management, Budgets, Microsoft Office, Investments, Finance, Microsoft Word
Education
Baruch College 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
City University of New York-Baruch College 2009 — 2013
Accounting
G.W Hewlett 2006 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
UBS Investment Bank July 2013 - Present
Connex App LLC August 2012 - Present
CrowdHut March 2013 - May 2013
Global Gaming & Hospitality December 2012 - March 2013
UBS Investment Bank June 2012 - August 2012
Apollo Global Management LLC May 2011 - May 2012
AIESEC United States January 2009 - January 2012
Bessemer Trust January 2011 - May 2011
NYC office of the Comptroller June 2010 - December 2010
Skills
Financial Modeling, Financial Reporting, Accounting, Corporate Finance, Valuation, Bloomberg, Due Diligence, Microsoft Excel, Economics, Equities, Bloomberg Terminal, PowerPoint, Investment Banking, Risk Management, Budgets, Microsoft Office, Investments, Finance, Microsoft Word
Education
Baruch College 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
City University of New York-Baruch College 2009 — 2013
Accounting
G.W Hewlett 2006 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
Anthony Conte's UBS Investment Bank Experience October 1996 - Present
Job Executive Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank October 1996 - Present
Lehman Brothers May 1987 - October 1996
Education
City University of New York-Baruch College 1979 — 1983
BBA, Finance & Economics
UBS Investment Bank October 1996 - Present
Lehman Brothers May 1987 - October 1996
Education
City University of New York-Baruch College 1979 — 1983
BBA, Finance & Economics
Frank Balzofiore's UBS Investment Bank Experience February 2011 - Present
Job Intern at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank February 2011 - Present
Northwestern Mutual January 2010 - June 2010
Education
Baruch College, City University of New York (CUNY) 2007 — 2011
UBS Investment Bank February 2011 - Present
Northwestern Mutual January 2010 - June 2010
Education
Baruch College, City University of New York (CUNY) 2007 — 2011
Liz Wang's UBS Investment Bank Experience March 2013 - Present
Job Director at UBS AG
Industry Financial Services
Experience
UBS Investment Bank March 2013 - Present
UBS Investment Bank July 2010 - March 2013
UBS financial services September 2008 - June 2010
Needham & Company March 2005 - June 2008
Morgan Stanley Smith Barney December 1999 - March 2005
Skills
Capital Markets, Hedge Funds, Fixed Income, Series 7, Equities, Bloomberg, Derivatives, Equity Derivatives, Equity Research, Investment Banking, Electronic Trading, Financial Analysis, Investments, Financial Modeling, Management, Prime Brokerage, Trading, Trading Systems, Valuation
Education
Baruch College
UBS Investment Bank March 2013 - Present
UBS Investment Bank July 2010 - March 2013
UBS financial services September 2008 - June 2010
Needham & Company March 2005 - June 2008
Morgan Stanley Smith Barney December 1999 - March 2005
Skills
Capital Markets, Hedge Funds, Fixed Income, Series 7, Equities, Bloomberg, Derivatives, Equity Derivatives, Equity Research, Investment Banking, Electronic Trading, Financial Analysis, Investments, Financial Modeling, Management, Prime Brokerage, Trading, Trading Systems, Valuation
Education
Baruch College
Ramkumar Sundaramurthy, PMP's UBS Investment Bank Experience April 2007 - May 2008
Job Senior Consultant at Bank of America
Industry Investment Banking
Experience
Bank of America December 2014 - Present
Citi August 2011 - November 2014
Goldman Sachs May 2008 - August 2011
UBS Investment Bank April 2007 - May 2008
Infosys Technologies Ltd January 2006 - April 2007
Wipro Technologies August 2003 - January 2006
Satyam Computer services Limited August 2000 - August 2003
Realsoft June 1999 - August 2000
Skills
Requirements Analysis, SDLC, Spring, Agile Methodologies, Sybase, Hibernate
Education
Bangalore University
BE, Mechanical
Bank of America December 2014 - Present
Citi August 2011 - November 2014
Goldman Sachs May 2008 - August 2011
UBS Investment Bank April 2007 - May 2008
Infosys Technologies Ltd January 2006 - April 2007
Wipro Technologies August 2003 - January 2006
Satyam Computer services Limited August 2000 - August 2003
Realsoft June 1999 - August 2000
Skills
Requirements Analysis, SDLC, Spring, Agile Methodologies, Sybase, Hibernate
Education
Bangalore University
BE, Mechanical
Daniela Blanco's UBS Investment Bank Experience August 2009 - December 2009
Job CUNY Baruch Alum '10
Industry Market Research
Experience
Credit Advocate Counselng Corp January 2010 - Present
Envirosell August 2007 - Present
UBS Investment Bank August 2009 - December 2009
Della Valle January 2009 - July 2009
Port Authority of New York and New Jersey June 2008 - August 2008
Vintage Liquors August 2006 - September 2007
Army National Guard June 2002 - December 2004
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
BBA, Economics
Nassau Community College 2005 — 2007
AA, Liberal Arts
Credit Advocate Counselng Corp January 2010 - Present
Envirosell August 2007 - Present
UBS Investment Bank August 2009 - December 2009
Della Valle January 2009 - July 2009
Port Authority of New York and New Jersey June 2008 - August 2008
Vintage Liquors August 2006 - September 2007
Army National Guard June 2002 - December 2004
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
BBA, Economics
Nassau Community College 2005 — 2007
AA, Liberal Arts
Shannon Leung's UBS Investment Bank Experience Client Service AssociateMorgan Stanley Smith Barney2008 - 2010
Job Executive Administrator
Industry Investment Management
Experience
UBS Investment Bank Client Service AssociateMorgan Stanley Smith Barney2008 - 2010
Education
Baruch College, City University of New York (CUNY)
BBA, International Marketing
UBS Investment Bank Client Service AssociateMorgan Stanley Smith Barney2008 - 2010
Education
Baruch College, City University of New York (CUNY)
BBA, International Marketing
Jorge Cantos's UBS Investment Bank Experience June 2008 - August 2008
Job Analyst, Operations
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2015 - Present
Morgan Stanley March 2014 - April 2015
Morgan Stanley September 2012 - February 2014
Alpari January 2011 - January 2012
CMS Forex June 2010 - October 2010
Trade Office of Ecuador September 2009 - June 2010
Banco Santander October 2008 - August 2009
UBS Investment Bank June 2008 - August 2008
Skills
FX Options, Trading, Financial Markets, Equities, Banking, Currency
Education
Baruch College, City University of New York (CUNY) 2005 — 2010
Bachelor of Science, Business Administration; Finance
Morgan Stanley Wealth Management April 2015 - Present
Morgan Stanley March 2014 - April 2015
Morgan Stanley September 2012 - February 2014
Alpari January 2011 - January 2012
CMS Forex June 2010 - October 2010
Trade Office of Ecuador September 2009 - June 2010
Banco Santander October 2008 - August 2009
UBS Investment Bank June 2008 - August 2008
Skills
FX Options, Trading, Financial Markets, Equities, Banking, Currency
Education
Baruch College, City University of New York (CUNY) 2005 — 2010
Bachelor of Science, Business Administration; Finance
Carl DeFelice's UBS Investment Bank Experience September 2006 - Present
Job Executive Director Electronic salestrading at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank September 2006 - Present
Morgan Stanley June 1987 - March 2006
Skills
Hedge Funds, Prime Brokerage, Capital Markets, Bloomberg, Middle Office, Financial Markets, Trading, Equity Derivatives, Derivatives, Investment Banking, Options, Electronic Trading, Equities, Equity Trading, Fixed Income, Market Data, Securities, Series 63, Series 7, Trading Systems
Education
Baruch College
BBA, Business
UBS Investment Bank September 2006 - Present
Morgan Stanley June 1987 - March 2006
Skills
Hedge Funds, Prime Brokerage, Capital Markets, Bloomberg, Middle Office, Financial Markets, Trading, Equity Derivatives, Derivatives, Investment Banking, Options, Electronic Trading, Equities, Equity Trading, Fixed Income, Market Data, Securities, Series 63, Series 7, Trading Systems
Education
Baruch College
BBA, Business
Yelena Ostrikova's UBS Investment Bank Experience 2001 - 2002
Job Financial Analyst
Industry Financial Services
Experience
MSCI Inc. 2005 - 2012
Morgan Stanley 2004 - 2004
International Trade Inc. 2002 - 2004
UBS Investment Bank 2001 - 2002
Skills
Financial Reporting, Budgeting, Data Analysis, Forecasting, Reconciliation, Financial Analysis, Sales Operations
Education
City University of New York-Baruch College - Zicklin School of Business 1996 — 2000
Bachelors of Business Administration, CIS
MSCI Inc. 2005 - 2012
Morgan Stanley 2004 - 2004
International Trade Inc. 2002 - 2004
UBS Investment Bank 2001 - 2002
Skills
Financial Reporting, Budgeting, Data Analysis, Forecasting, Reconciliation, Financial Analysis, Sales Operations
Education
City University of New York-Baruch College - Zicklin School of Business 1996 — 2000
Bachelors of Business Administration, CIS
Rajesh Lakshmanamurthy's UBS Investment Bank Experience November 2003 - August 2004
Job IT Director at US1 Industries, Inc
Industry Transportation/Trucking/Railroad
Experience
US1 Industries, Inc January 2006 - Present
PEI September 2005 - December 2005
Porter Hospital December 2004 - September 2005
Kanbay August 2004 - December 2004
UBS Investment Bank November 2003 - August 2004
Discover 2004 - 2004
Bank of America May 2000 - November 2003
I.T Solutions CY 1998 - 2001
Caritor November 1996 - May 2000
Skills
SDLC, SOA, Enterprise Architecture, IT Management, IT Strategy, Logistics, Integration, Software Project..., Project Portfolio...
Education
Indiana Wesleyan University 2007 — 2009
MBA, Technology Management
Bangalore University 1992 — 1996
Bachelors, Computer Science
National College 1990 — 1992
PUC, Physics, Chemistry, Math and Biology
US1 Industries, Inc January 2006 - Present
PEI September 2005 - December 2005
Porter Hospital December 2004 - September 2005
Kanbay August 2004 - December 2004
UBS Investment Bank November 2003 - August 2004
Discover 2004 - 2004
Bank of America May 2000 - November 2003
I.T Solutions CY 1998 - 2001
Caritor November 1996 - May 2000
Skills
SDLC, SOA, Enterprise Architecture, IT Management, IT Strategy, Logistics, Integration, Software Project..., Project Portfolio...
Education
Indiana Wesleyan University 2007 — 2009
MBA, Technology Management
Bangalore University 1992 — 1996
Bachelors, Computer Science
National College 1990 — 1992
PUC, Physics, Chemistry, Math and Biology
Annette Parillon, MBA's UBS Investment Bank Experience 2010 - 2011
Job Portfolio Manager at PARILLON CONSTRUCTION
Industry Investment Banking
Experience
PARILLON CONSTRUCTION 2012 - Present
University of Connecticut 2009 - 2012
UBS Investment Bank 2010 - 2011
UBS Investment Bank 2008 - 2010
GE 2004 - 2007
JPMorgan Chase / Citigroup / GE 2003 - 2004
UBS WARBURG 2001 - 2003
Skills
Investment Banking, Equities, Valuation, Financial Modeling, Corporate Finance, Financial Markets, Options, Trading, Business Valuation, Financial Statement..., Emerging Markets, OTC Derivatives, ISDA Agreements, Credit Support Annex, Letters of Credit, Revolver & Term Loans, Credit Derivatives -..., Derivatives
Education
The University of Connecticut
MBA Finance and Investment, Finance and Investment, 3.71 GPA
Baruch College 1999 — 2003
Bachelor of Business Administration (BBA), Finance & Investment
PARILLON CONSTRUCTION 2012 - Present
University of Connecticut 2009 - 2012
UBS Investment Bank 2010 - 2011
UBS Investment Bank 2008 - 2010
GE 2004 - 2007
JPMorgan Chase / Citigroup / GE 2003 - 2004
UBS WARBURG 2001 - 2003
Skills
Investment Banking, Equities, Valuation, Financial Modeling, Corporate Finance, Financial Markets, Options, Trading, Business Valuation, Financial Statement..., Emerging Markets, OTC Derivatives, ISDA Agreements, Credit Support Annex, Letters of Credit, Revolver & Term Loans, Credit Derivatives -..., Derivatives
Education
The University of Connecticut
MBA Finance and Investment, Finance and Investment, 3.71 GPA
Baruch College 1999 — 2003
Bachelor of Business Administration (BBA), Finance & Investment
Pearly Lourdraj's UBS Investment Bank Experience February 2005 - September 2008
Job IT Consultant
Industry Information Technology and Services
Experience
Robert Half Technology September 2015 - Present
Unilever February 2015 - July 2015
Liquid Focus Direct February 2011 - January 2015
UBS Investment Bank February 2005 - September 2008
Freelance / Luminousoft LLC June 2004 - September 2008
Web Expedia November 2000 - July 2001
Skills
Data Feeds, Business Analysis, Requirements Gathering, Functional..., User Acceptance Testing, Business Requirements, SQL, Information Architecture, Analytics, E-commerce, Requirements Analysis, Social Media Marketing
Education
Bangalore University
Bachelors of Engineering
Robert Half Technology September 2015 - Present
Unilever February 2015 - July 2015
Liquid Focus Direct February 2011 - January 2015
UBS Investment Bank February 2005 - September 2008
Freelance / Luminousoft LLC June 2004 - September 2008
Web Expedia November 2000 - July 2001
Skills
Data Feeds, Business Analysis, Requirements Gathering, Functional..., User Acceptance Testing, Business Requirements, SQL, Information Architecture, Analytics, E-commerce, Requirements Analysis, Social Media Marketing
Education
Bangalore University
Bachelors of Engineering
Gregory Sinche's UBS Investment Bank Experience July 2007 - Present
Job Head of Synthetic Equity Trading and Risk Americas
Industry Investment Banking
Experience
UBS Investment Bank July 2007 - Present
Skills
Securities, Capital Markets, Bloomberg, Financial Markets, Equities, Investments, Mutual Funds, Derivatives, Electronic Trading, Equity Trading, Equity Derivatives, Prime Brokerage, Hedge Funds, Investment Banking, Swaps
Education
Bates College 2003 — 2007
Bachelor of Science (BS), Economics and Physics
Darien High School 1999 — 2003
UBS Investment Bank July 2007 - Present
Skills
Securities, Capital Markets, Bloomberg, Financial Markets, Equities, Investments, Mutual Funds, Derivatives, Electronic Trading, Equity Trading, Equity Derivatives, Prime Brokerage, Hedge Funds, Investment Banking, Swaps
Education
Bates College 2003 — 2007
Bachelor of Science (BS), Economics and Physics
Darien High School 1999 — 2003
Priyadarshini Megha's UBS Investment Bank Experience March 2011 - December 2012
Job Business Analyst, Bank of America
Industry Banking
Experience
Bank of America January 2013 - Present
UBS Investment Bank March 2011 - December 2012
UBS Investment Bank December 2009 - February 2011
Infosys June 2006 - November 2009
Skills
Requirements Analysis, Business Analysis, Software Documentation, Business Requirements, Test Planning, PL/SQL, Test Automation, Requirement..., Data Analysis, Functional..., Quality Analysis, Oracle PL/SQL..., Reporting & Analysis, Project Planning, MS Project, OBIEE, Oracle, Testing, Microsoft SQL Server, User Acceptance Testing
Education
Birla Institute of Technology 2004 — 2006
Master of Science (M.Sc.), Information Technology, 1st
Bangalore University 2001 — 2004
Bachelor's degree, Computer Technology/Computer Systems Technology, 1st
Bank of America January 2013 - Present
UBS Investment Bank March 2011 - December 2012
UBS Investment Bank December 2009 - February 2011
Infosys June 2006 - November 2009
Skills
Requirements Analysis, Business Analysis, Software Documentation, Business Requirements, Test Planning, PL/SQL, Test Automation, Requirement..., Data Analysis, Functional..., Quality Analysis, Oracle PL/SQL..., Reporting & Analysis, Project Planning, MS Project, OBIEE, Oracle, Testing, Microsoft SQL Server, User Acceptance Testing
Education
Birla Institute of Technology 2004 — 2006
Master of Science (M.Sc.), Information Technology, 1st
Bangalore University 2001 — 2004
Bachelor's degree, Computer Technology/Computer Systems Technology, 1st
Shashi Sudhir's UBS Investment Bank Experience June 2003 - July 2004
Job Project Manager, VP at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2013 - Present
JPMorgan Chase October 2009 - April 2013
JPMorgan Chase July 2005 - October 2009
JPMorgan Chase August 2004 - July 2005
UBS Investment Bank June 2003 - July 2004
Skills
Equities, Equity Derivatives, Market Data, Controls, Location Strategy, OFAC, Instrument Reference..., Business Intelligence, OFAC Risk Assessment, Client List Screening
Education
City University of New York-Baruch College - Zicklin School of Business
Master of Business Administration (MBA), Finance and Investments
St. Stephen's College
Bachelor's degree, Physics
JPMorgan Chase April 2013 - Present
JPMorgan Chase October 2009 - April 2013
JPMorgan Chase July 2005 - October 2009
JPMorgan Chase August 2004 - July 2005
UBS Investment Bank June 2003 - July 2004
Skills
Equities, Equity Derivatives, Market Data, Controls, Location Strategy, OFAC, Instrument Reference..., Business Intelligence, OFAC Risk Assessment, Client List Screening
Education
City University of New York-Baruch College - Zicklin School of Business
Master of Business Administration (MBA), Finance and Investments
St. Stephen's College
Bachelor's degree, Physics