UBS Investment Bank
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UBS Investment Bank Employees
Portfolio Management Programm September 2014 - Present
icons - consulting by students April 2014 - Present
diekleinanleger.com February 2012 - Present
UBS Investment Bank July 2014 - August 2014
Deutsche Bank March 2014 - March 2014
BWT (former HOH Water Technology) July 2013 - September 2013
Skills
Personal Finance, SEO, SEM, Affiliate Marketing, M&A, Consulting, Portfolio Management, Unternehmensberatung, Marktforschung, Microsoft Excel, Social Media, Management Consulting, Microsoft Office, Strategisches Management, Fusionen und Übernahmen, Strategy, Business Strategy, Teamwork, Unternehmertum
Education
Wirtschaftsuniversität Wien 2013 — 2016
National University of Singapore 2015 — 2015
BHAK Neumarkt am Wallersee, International Business 2007 — 2012
1,0 (1 = excellent)
UBS Investment Bank March 2015 - Present
Ladas & Parry LLP August 2013 - November 2013
National Advertising Division of the Council of Better Business Bureaus May 2013 - August 2013
The Children's Advertising Review Unit January 2013 - May 2013
Access to Justice Program May 2012 - August 2012
The Law Offices of Elling & Elling May 2010 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Word, Research, Social Media, Teamwork, Intellectual Property, Legal Writing, Legal Research, Westlaw
Education
New York Law School 2011 — 2014
J.D.
University of Maryland College Park 2007 — 2011
Bachelor of Art, Criminology & Criminal Justice
Universitat Autònoma de Barcelona 2010 — 2010
International Business
Yale School of Management August 2014 - Present
UBS Investment Bank July 2011 - July 2014
Goodrich Aerostructures July 2009 - December 2009
Skills
Business Analysis, Microsoft Office, Data Analysis, Project Management, Financial Modeling, Management, Microsoft Excel, Market Research, Business Strategy
Education
Yale University - Yale School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Nanyang Technological University 2007 — 2011
Aerospace Engineering, Aerospace, Aeronautical and Astronautical Engineering
Consulting January 2014 - Present
Oppenheimer & Co. November 2012 - April 2013
Cornerstone Advisors July 2011 - November 2012
Intermoney Valores December 2009 - December 2010
UBS Investment Bank 2000 - 2005
Citi 1989 - 2000
Oppenhiemer 1985 - 1988
Skills
Capital Markets, Fixed Income, Equities, Alternative Investments, Asset Management, Asset Managment, Bloomberg, Bonds, Corporate Finance, Derivatives, Due Diligence, Electronic Trading, FX Options, Financial Analysis, Financial Markets, Financial Modeling, Hedge Funds, Investment Banking, Investments, Options, Portfolio Management, Private Equity, Risk Management, Series 7, Structured Products, Trading, Valuation, Wealth Management
Education
A&D
Muhlenberg College
BA, Finance
UBS Investment Bank April 2011 - July 2014
Lehman Brothers Inc. (now Barclays Capital LLC) May 2007 - October 2010
UniCredit Markets & Investment Banking March 2001 - May 2007
ING Capital, LLC March 1998 - March 2001
Swiss Bank Corporation (now UBS AG) February 1989 - March 1998
Security Pacific Bank March 1981 - February 1989
Skills
Banking, Credit, Loans, Portfolio Management, Financial Risk, Account Reconciliation, Finance, Management, Trading, Back Office, Auditing, Investment Banking, Project Finance, Microsoft Office, Fixed Income, Capital Markets, Derivatives, Accounting, Structured Finance, Bloomberg
Education
New Jersey City University
Bachelor of Science Degree, Business Administration
American Institute of Banking
New York Institute of Finance
Tradeweb July 2014 - Present
Markit May 2010 - July 2014
Citi June 2007 - May 2010
UBS Investment Bank 2006 - 2007
Skills
Series 99, Trading, Portfolio Management, Derivatives, Equities, Capital Markets, Quantitative Finance, Change Management, Bloomberg, Electronic Trading, Valuation, Business Analysis, SDLC, Risk Management, Trading Systems, Credit Derivatives, Investment Banking, Financial Risk, Fixed Income, Finance
Education
New Jersey Institute of Technology
Master of Science (MS), Mathematical and Computational Finance
Stony Brook University 1999 — 2006
Bachelor of Applied Science (BASc), Applied Mathematics & Statistics
Brooklyn Technical H.S.
RMK Media Group, LLC May 2009 - Present
Williams Lea December 2008 - July 2012
UBS Investment Bank May 2005 - December 2008
PaineWebber July 2000 - May 2005
Skills
Microsoft Office, Microsoft Word, MS Excel, MS PowerPoint, Outlook, Adobe Acrobat, Customer Service, Project Management, Corel Draw, Adobe After Effects, Final Cut Pro, MS Project, Microsoft Excel, Access, Management, Troubleshooting, PowerPoint, Business Analysis, Editing, Event Planning, Social Media, Video, Writing, After Effects
Education
New York University 1995 — 2002
Bachelor of Arts (B.A.), English Language and Literature/Letters
New York University 1995 — 1999
Bachelor of Arts (B.A.), Drama and Dramatics/Theatre Arts, General
Goldman Sachs June 2015 - Present
LOYAL3 Securities November 2013 - April 2015
UBS: Investment Bank January 2013 - June 2013
BNP Paribas: Corporate Investment Banking January 2012 - July 2012
TD Bank September 2010 - December 2010
Skills
Financial Analysis, Series 7, Series 63, French, Pivot Tables, Microsoft Excel, Analysis, VBA, Sales, Banking, Portfolio Management, PowerPoint, Business Analysis, Risk Management, OS X, Microsoft Office, IPO, Salesforce.com, Startup Development, Social Media, Management, Finance, Investments
Education
Northeastern University 2008 — 2013
Bachelor of Science (B.S.), International Business - Finance
Reims Management School 2011 — 2012
CESEM International Management, Finance
Kent School 2005 — 2008
High School Diploma, Liberal Arts
Bank of America August 2005 - Present
UBS Investment Bank July 2003 - August 2005
Franklin Templeton Investments August 1997 - July 2002
Skills
Fixed Income, Risk Management, Options, Middle Office, Financial Services, Emerging Markets, Treasury, CDS, Income Statement, VAR, Government Agencies, Floor, Trading Systems, Derivatives, Market Data, Credit Derivatives, SDLC, Business Analysis, Electronic Trading, Capital Markets
Education
New York University 2007 — 2008
Professional Certification, Financial Risk Management
JNTU
UBS Investment Bank March 2015 - Present
J.P. Morgan October 2014 - March 2015
UBS Wealth Management April 2014 - September 2014
Shanghai, China May 2013 - October 2013
Commonwealth Bank November 2012 - March 2013
Surge Trading June 1990 - September 2011
Skills
Equity Trading, AML, Compliance, FINRA, Market Making, Trading, SEC reporting, Series 63, Series 24, KYC, OFAC, Series 7, Equities, Electronic Trading, Compliance Audits, Securities, Series 55, ETFs, Options
Education
New York University 2006 — 2009
Certifications, SCPS: US Law and Methodologies / Ethics and Corporate Governance
New York University 1990 — 1990
Certification, SCPS: Financial Markets and Option Strategies
State University of New York at Stony Brook
BA, English
AmCham China June 2015 - August 2015
Social Media Club France May 2014 - July 2014
UBS Investment Bank July 2013 - July 2013
Christie's January 2013 - May 2013
Hua Gallery June 2012 - August 2012
New York City Asian American Student Conference November 2011 - April 2012
Skills
International Relations, Policy Analysis, Research, Market Research, Translation, Data Analysis, Chinese Politics, Business Development, French, Microsoft Office, Art Research, Asian Art
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2015 — 2017
Master of Arts (M.A.), Energy, Resources and Environment
New York University 2011 — 2015
Bachelor of Arts (B.A.), Economics and Art History
The Bolles School
High School Diploma
LSE-PKU Summer School
Natixis Real Estate Asset Management July 2014 - Present
W Friedman Consulting, Inc.--Construction Loan Consultants March 2014 - July 2014
UBS Investment Bank 2006 - 2014
UBS Investment Bank--Real Estate Finance Group May 2005 - April 2006
Ernst & Young--Real Estate, Construction Consulting Group 1996 - 2005
Skills
Construction, Business Process..., Management, Facilities Management, Real Estate Development, Contract Negotiation, Contract Management, Real Estate, Due Diligence, Asset Management, Risk Management, Project Planning, Commercial Real Estate
Education
New York University
BCE, Civil Engineering
JPMorgan Chase June 2014 - Present
UBS Investment Bank May 2014 - May 2014
Barclays Investment Bank July 2013 - April 2014
Blue Mountain Capital Group April 2013 - May 2013
Mousse Partners Limited September 2012 - December 2012
Merrill Lynch September 2006 - September 2011
JPMorgan Chase 1998 - 2006
Citibank 1996 - 1998
Skills
Middle Office, Back Office, Settlements, Operations, Trade Support, Equities, Equity Derivatives, Clearing, Brokerage, Structured Products, Convertible Bonds, Excel, FX, P&L, Options, Futures, FX Options, Swaps, Microsoft Excel, Settlement, Trading, Market Data, Portfolio Management
Education
New York University 2005 — 2014
Bachelor of Science (BS), Information Systems Management, 3.5
U.S. Navy 1994 — 1996
Airman, Military Rescue
Arora Engineers, Inc. June 2015 - Present
Snyder Hoffman Associates, Inc. September 2014 - April 2015
Thornton Tomasetti September 2013 - September 2014
Stantec October 2011 - September 2013
Stantec March 2007 - September 2011
UBS Investment Bank July 2006 - December 2006
UBS Investment Bank November 2005 - July 2006
Plaza Construction September 2005 - November 2005
Goldman Sachs May 2004 - September 2005
Long Island Power Authority June 2001 - December 2001
Skills
Construction Management, Management, Electrical Design, Project Planning, Commissioning, CAD, Power Systems, Lighting Design, Electrical Engineering, Transformer, MEP, Engineering, AutoCAD
Education
New York Institute of Technology
Bachelor of Science Degree, Electrical Engineering
KPMG September 2013 - Present
Moody's Analytics July 2011 - September 2013
Moody's Analytics September 2008 - July 2011
UBS Investment Bank May 2007 - August 2007
Skills
Programming, Stata, Econometrics, Eviews, Statistics, Statistical Modeling, Econometric Modeling, Structured Finance, Economics, Regression Analysis, Macroeconomics, Panel Data Analysis, Time Series Analysis, SQL, Modeling, SAS, Credit Risk, Data Analysis, Statistical Computing, Technical Writing, VBA, C#, Quantitative Research, Quantitative Analytics, Analysis, Risk Analytics, Forecasting, Financial Economics, Economic Research, Economic Modeling, Portfolio Management, Economic Forecasting, Financial Risk, Monte Carlo Simulation, R, Risk Modeling
Education
West Chester University of Pennsylvania 2009 — 2011
M.S., Applied Statistics
Muhlenberg College 2004 — 2008
B.A., Mathematics, Economics
UBS Wealth Management July 2012 - Present
UBS Investment Bank June 2005 - November 2009
UBS Investment Bank May 1999 - June 2005
Computer Learning Centers, Inc. September 1997 - September 1999
Skills
Customer Service, Technical Support, Information Technology, End User Training, Technical Writing, Communication Skills, Team Leadership, Remedy Ticketing System, IT Service Management, Executive Support, Windows 7, Windows XP Pro, Stressful Situations, People Skills, Sla, Office 2010, Bloomberg, Thompson One, Service Desk Management, Remote User Support
Education
New Jersey Institute of Technology 1999 — 2010
Bachelor's Degree, Mnagement: Information Technology, BS
First Derivatives September 2009 - Present
Morgan Stanley September 2015 - Present
MUFG in the Americas May 2015 - August 2015
UBS Investment Bank March 2014 - April 2015
UBS Investment Bank May 2012 - February 2014
UBS Investment Bank November 2009 - April 2012
First Derivatives September 2009 - November 2009
Fidelity Investments September 2005 - September 2009
EADS 2004 - 2004
Skills
Spring, Ant, Java Enterprise Edition, Java, Hibernate, SQL, JSP, Autosys, Flex, Subversion, UNIX Script, Oracle SQL, Change Management, J2EE, Struts, iBatis, Ehcache, Incident Management, Git, Clojure, KDB+, Agile Methodologies, JUnit, Maven, Oracle SQL Developer, Unix, XML, Tomcat
Education
National University of Ireland, Galway 2012 — 2013
Master of Science (MSc), Software Development and Design
Fidelity Graduate Program - GIFT 2005 — 2006
PostGraduate Diploma in Web Development (HETAC)
National University of Ireland, Galway 2001 — 2005
Bachelor of Science, Information Technology, 1st Class Honours
Sun Certified Java Developer
State of Idaho, Department of Health and Welfare (DHW) October 2012 - Present
UBS Investment Bank May 2007 - October 2012
Iflex Solutions 2005 - 2006
Zenith Infotech 2002 - 2005
Infrasoft Technologies 2000 - 2002
Skills
Test Strategy, Banking, SDLC, Core Banking, Defect Tracking, Quality Assurance, Requirements Analysis, Quality Center, Java, Test Planning, Software Project..., Remittances, Retail Banking, Investment Banking, SWIFT payments, Business Analysis, Deposits, Accounting, Trading, QTP, Scrum, Test Automation, Testing, Corporate Actions, International Trade, Regression Testing, HP Quality Center, Export, Import, Loans, HP QTP, SWIFT, Import/Export
Education
Nagpur University 1993 — 1997
Bachelor of Engineering (B.E.), Microprocessor
M.C High School 1981 — 1991
S.S.C, Maths, Science, History, biology, English
Pursuit Merchant Bank June 2015 - Present
RBC Capital Markets 2011 - May 2015
UBS Investment Bank 2007 - 2010
Wachovia Securities, LLC 2005 - 2007
Business Objects June 2003 - August 2003
Gartner 2000 - 2002
Skills
Strategic Advisory, Capital Markets, Corporate Finance, Investment Banking, M&A experience, Private Equity, Valuation, Mergers, IPO, Business Valuation, Portfolio Management, Strategy, Finance, Hedge Funds, Fixed Income, Corporate Development, Mergers & Acquisitions, Leveraged Finance, Equity Research, Entrepreneurship, Investor Relations, Emerging Markets, Financial Analysis, Financial Structuring, Financial Modeling, Venture Capital, Divestitures, Competitive Analysis, Equities, Restructuring, LBO, Structured Finance, Investments, Private Placements, Derivatives, Due Diligence, Asset Management, Alternative Investments, Securities, DCF, Bloomberg, Equity Valuation, High Yield, Equity Capital Markets, Capital Structure, Structured Products, Trading, Project Finance, Bonds, Funding
Education
University of Virginia - Darden Graduate School of Business Administration 2002 — 2004
MBA
New College of Florida
Chase Bank May 2009 - April 2010
Derya Staffing and Consulting 2008 - 2010
UBS Investment Bank September 2008 - 2009
Skills
Mac OS X, OS X, Linux, Perl, XML, Databases
Education
New Jersey Institute of Technology 2007 — 2008
Master of Science
NERA Economic Consulting December 2014 - Present
Moelis & Company September 2007 - December 2014
Goldman Sachs May 2005 - September 2007
UBS Investment Bank August 1999 - May 2005
Deloitte & Touche June 1995 - July 1999
Skills
Corporate Finance, Accounting, Outsourcing, Expense Management, Management, Financial Analysis, Partnerships, Business Process, Project Management, Contract Negotiation, Internal Controls, Financial Audits, Problem Solving, Broker-Dealer, Integration, Start-ups, Cash Management, Treasury, Asset Managment, Operational Risk..., Investment Banking, Private Equity, Performance Reporting, Forecasting, General Insurance, Recruiting, Partnership Taxation, Committees, Auditing, Asset Management, Financial Modeling
Education
New Jersey City University 1991 — 1995
BS, Accounting
Bank of America March 2013 - Present
J.P. Morgan January 2012 - March 2013
J.P. Morgan July 2010 - January 2012
UBS Investment Bank October 2009 - July 2010
SAC Capital October 2007 - March 2009
Massachusetts Department of Revenue August 2008 - January 2009
Town of Greenwich, Connecticut June 2008 - October 2008
Pinacom Inc. March 2003 - November 2007
Education
New England School of Law 2006 — 2009
J.D.
New York University 2002 — 2006
B.S., History & Politics
Westhill High School 1998 — 2002
Morgan Stanley April 2008 - August 2012
UBS Investment Bank May 2007 - April 2008
FYI Solutions (FYI Systems, Inc.) October 2006 - May 2007
Merrill Lynch May 2000 - August 2006
Skills
Project Management, Program Management, Strategic Planning, Project Portfolio..., PMO, Team Leadership, Business Analysis, SDLC, Relationship Management, Business Process...
Education
New York University
Bachelor of Science, Business Leadership and Management
Morgan Stanley April 2014 - Present
Optimal Payments PLC February 2004 - April 2014
Optimal Payments PLC May 2000 - January 2004
UBS Investment Bank July 1998 - May 2000
Benton / Fame Information Services November 1997 - July 1998
OpenText May 1997 - November 1997
CompuNet Online March 1996 - April 1997
Openware Technologies August 1995 - February 1996
Skills
SQL, Oracle, Enterprise Architecture, Weblogic, HTML, Java, PHP, Payment Card Processing, Joomla, Business Analysis, Wordpress, IT Strategy, Solution Architecture, Architecture, Java Enterprise Edition, SOA, Web Applications, Integration, SDLC, Software Project..., Business Intelligence, Software Development, Data Center, Web Development, Web Services, JavaScript, Project Management, Requirements Analysis, WordPress, Enterprise Software, REST, Cloud Computing, XML, Architectures, C++, SOAP, Risk Management, Team Leadership
Education
Concordia University 2010 — 2013
MBA, Management, MIS - Decision Sciences & Finance
University of Florida 1993 — 1995
ME, Electrical Engineering
NED University of Engineering and Technology 1988 — 1993
B.E., Computer Systems Engineering
PAF Model School 1973 — 1981
Commission Scolaire Marguerite-Bourgeoys 2008 — 2013
Francais, Langue Seconde, Niveau 4/5 (Intermédiaire / Avancé)
Dave's Automotive Service November 2014 - Present
Naugatuck Valley Community College 2002 - Present
Trumbull Service Center Inc. 1981 - Present
PCI Music March 2012 - Present
UBS Investment Bank 2006 - 2007
Skills
Customer Service, Microsoft Office, Sales, Strategic Planning, Team Building, Microsoft Word, Public Speaking, Microsoft Excel, Budgets, PowerPoint, Social Media, Marketing Strategy, New Business Development, Management, Customer Satisfaction, Automotive, Training, Leadership, Analysis, Teaching, Coaching, Nonprofits, Data Analysis, Fundraising, Leadership Development, Social Networking
Education
Quinnipiac University - School of Business 2002 — 2006
Master of Business Administration (MBA), Finance, General
Naugatuck Valley Community College 1999 — 2002
Associate of Science (A.S.), Automotive Engineering Technology/Technician
New York State Common Retirement Fund August 2013 - Present
Connecticut Retirement Plans and Trust Funds 2010 - August 2013
ContraCapital, LLC June 2006 - October 2010
UBS Investment Bank 2005 - 2005
Private Hedge Fund September 2002 - 2003
Citibank September 1997 - February 2002
Skills
Hedge Funds, Alternative Investments, Investments, Trading, Asset Allocation, Private Equity, Portfolio Management, Equities, Fixed Income, Mergers & Acquisitions, Financial Markets, Hedging, Mutual Funds, Emerging Markets, Due Diligence, Finance, Financial Modeling, Funding, Securities
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance
New York University 1993 — 1997
BA, Business Administration, Pre-Law
Hamden Hall Country Day School 1989 — 1993
NYC Health and Hospitals Corporation February 2012 - Present
LabCorp of America / Genzyme Genetics 2008 - January 2012
UBS Investment Bank October 2005 - June 2007
Syntel October 2002 - July 2004
Skills
Quality Assurance, Visio, Requirements Analysis, Derivatives, Vendor Management, Banking, SDLC, Business Process, Risk Management, SharePoint, Capital Markets, Fixed Income, Project Coordination, Equities, Requirements Gathering, Testing, Integration, Data Analysis, Investment Banking, Business Analysis, Project Management, Software Project...
Education
Narsee Mongee College of Commerce & Economics (University of Mumbai)
Bachelors in Commerce, Accounting and Auditing
Narsee Monjee Institute of Management Studies
Diploma in Financial Management, Financial Management
National Institute of Information Technology
Information Technology
University of Bridgeport
MBA in Finance
University of Mumbai
Masters in Commerce, Accounting and Auditing
Morgan Stanley March 2014 - Present
UBS Investment Bank August 2010 - February 2014
Sapient January 2008 - August 2010
Collabera July 2007 - December 2007
Capgemini December 2003 - July 2007
Tata Consultancy Services October 2002 - December 2003
Tata Interactive Systems June 2000 - September 2002
Skills
Sun Certified Java..., Sun Certified..., Sun Certified Web..., Sun Certified Business..., Gemfire, QuickFIX, Hibernate, SOA, Java Enterprise Edition, Architecture, Ant, Struts, Core Java, Agile Methodologies, Weblogic, Architectures
Education
National Institute of Technology Rourkela 1996 — 2000
Bachelor of Engineering, Computer Science
Development Corporation for Israel/Israel Bonds 2012 - Present
Moelis & Company July 2012 - August 2012
UBS Investment Bank April 2011 - February 2012
Merrill Lynch Wealth Management June 2010 - March 2011
Jericho Project January 2010 - May 2010
Avon Foundation for Women August 2009 - November 2009
Merrill Lynch November 1992 - May 2009
Skills
Special Events, Meeting Planning, Conferences, Event Marketing, Event Management, Event Planning, Corporate Events, Fundraising, Budget Management, Food & Beverage, Contract Negotiations, Registration, Hospitality, Vendor Relations, Site Selection, Non-profits, Catering, Entertainment, Hotels, Events, Contract Negotiation, Trade Shows, Parties, Project Management, Budgets, Marketing Communications, Incentives, Wedding Planning, Marketing, Social Media Marketing, Public Relations, Venue Relations, Nonprofits, Social Networking
Education
New England Conservatory of Music
BM, Music - Vocal Performance
University of California, Irvine
MFA, Music - Vocal Performance
West Haven High School
UBS October 2010 - Present
UBS Investment Bank 2009 - December 2010
Goldman Sachs March 1994 - 2009
Skills
IT Strategy, Recruiting, CRM, Reference Data, Management, Fixed Income, SDLC, Electronic Trading, Sybase, Business Analysis, Vendor Management, Strategy, Capital Markets, Investment Banking, Financial Services, Derivatives, Risk Management, Leadership, Agile Methodologies, Software Project..., Integration, Trading Systems, Enterprise Architecture
Education
NYIT 1992 — 1994
Master of Science (MS), Computer Science
Meenakshi College for Women
Bachelor of Science (B.Sc.), Mathematics
St.Raphael's Girls Higher Secondary School
Fordham University December 2012 - Present
SG Coaching November 2010 - Present
First New York Securities October 2010 - April 2011
Arete Group LLC January 2007 - September 2010
Amaranth September 2006 - December 2006
UBS Investment Bank August 2005 - September 2006
Lehman Brothers September 1998 - August 2005
Ernst & Young LLC 1995 - 1997
Skills
Equities, Hedge Funds, Capital Markets, Asset Managment, Trading, Fixed Income, Investment Banking, Portfolio Management, Executive Search, Talent Acquisition, Career Counseling, Job Coaching, Asset Management, Securities, Trading Systems, Electronic Trading, Alternative Investments, Interviews
Education
New York University 1993 — 1995
MA, Psychology
University of Wisconsin-Madison 1989 — 1993
BA, Psychology and Communications
UBS Investment Bank December 2014 - Present
Watts & Hershberger, P.C. December 2003 - November 2014
Skills
Income Tax, Corporate Tax, Tax Advisory, Tax Preparation, Tax Returns, Tax, Bookkeeping, QuickBooks, Finance
Education
Nebraska Wesleyan University
Bachelor of Science (B.S.), Accounting and Business/Management
Maven Medical April 2013 - Present
Bank of America November 2011 - April 2013
UBS Investment Bank December 2009 - November 2011
Wachovia Securities May 2000 - January 2009
Wachovia Secutities March 2004 - March 2005
Wachovia Secutities May 2000 - February 2004
United States Navy April 1976 - April 2000
US Navy 1998 - 2000
Skills
Aircraft, Project Management, Management, Business Strategy, Portfolio Management, Navy, Process Improvement, Trading, Management Consulting, Risk Management, Analysis, Mergers, Investments, Tactics, Fixed Income, Start-ups, Equity Trading, Program Management, Executive Management, Finance, Technological Innovation, Leading..., Entrepreneurship, Strategic Leadership
Education
The Leadership Baltimore 2003 — 2003
Naval Postgraduate School 1993 — 1996
MS, Applied Physics
The University of Kansas 1983 — 1985
BGS, Atmospheric Science
TD Wealth August 2013 - Present
HSBC Securities 2008 - August 2013
Bank of America 2003 - 2008
UBS Investment Bank 1997 - 2003
Skills
Asset Allocation, Alternative Investments, Asset Management, Asset Managment, Equities, FINRA, Finance, Fixed Income, Hedge Funds, Investment Advisory, Investments, Mortgage Lending, Mutual Funds, Portfolio Management, Retirement Planning, Securities, Series 63, Series 7, Uniform Combined State..., Valuation, Wealth Management
Education
Muhlenberg College
BA, Philosophy, Business Administration
UBS AG September 2013 - November 2014
UBS Investment Bank March 2011 - September 2013
UBS Wealth Management March 2010 - March 2011
UBS Wealth Management September 2007 - March 2010
Deutsche Bank August 2006 - August 2007
Skills
Sales, Direct Sales, Strategic Planning, Lines Of Credit, New Business Development, Sales Presentations, Equities, Financial Modeling, Fixed Income, Credit Analysis, Securities, Asset Allocation, Financial Services, Wealth Management, Asset Management, Capital Markets, Investments, Portfolio Management, Investment Strategies, Sales Management, Sales Process, Family Office, Presentations, Series 7, Series 9, Series 10, Series 66, Credit
Education
Northwestern University
BA, Psychology
New York University
MA, Politics
University of Cambridge
Mountbatten Certificate, International Business
UBS Investment Bank August 2010 - November 2012
UBS Investment Bank September 2009 - August 2010
UBS Investment Bank September 2006 - September 2009
SS&C GlobeOp 2006 - 2006
Skills
CDS, Leveraged Finance, High Yield, Credit Derivatives, Credit Analysis, Trading, Portfolio Management, Credit, Capital Markets, Credit Risk, Hedge Funds, Derivatives, Financial Risk, Fixed Income, Prime Brokerage, Investment Banking, Bloomberg, Equities
Education
State University of New York at Albany 2001 — 2005
Bachelor of Arts (B.A.), Economics
NYU 2009 — 2011
Credit Analysis Diploma Program, NYU School of Continuing and Professional Studies
FINRA
Series 7 and 63 licensed
Bank of Tokyo-Mitsubishi UFJ February 2015 - Present
Citi June 2014 - February 2015
BNP Paribas July 2011 - December 2013
Commerzbank AG May 2009 - July 2011
UBS Investment Bank July 2004 - July 2008
Union Bank April 1999 - December 2003
Bank of India, Head Office, Mumbai, India September 1998 - April 1999
Bank of India, New York September 1993 - September 1998
Bank of India July 1971 - September 1993
Skills
Banking, Payments, Risk Management, SWIFT payments, Cash Management, Financial Services, Trade Finance, Payment Systems, Accounting, Trading, Testing, Account Reconciliation, Business Analysis, Requirements Analysis, SDLC, Software Project..., Agile Methodologies, Requirements Gathering, Trading Systems, Vendor Management, Back Office, FX Options, Core Banking, IT Strategy, Project Portfolio..., Investment Banking, User Acceptance Testing, PMO, Business Requirements, Financial Risk, Project Delivery, Fixed Income, Derivatives
Education
New York Institute of Technology 1995 — 1997
MS, Computer Science
Microsoft Certified Systems Engineer 1999 — 1999
MCSE, Systems Engineering
Microsoft Certified Professional 1999 — 1999
MCP + I, Internet, TCP/IP
Indian Institute of Bankers, Institute of Company Secretaries of India 1976 — 1976
Associate Member of the above two Institutes, Fields of Study: Accounting, Banking, Law, Corporate Secretarial Practices, etc
Various Universities in India 1971 — 1976
Degrees in Commerce & Law, Fields of Study: Accounting, Business Administration, Business Laws
Ellington Management Group December 2013 - Present
UBS Investment Bank August 2012 - November 2013
Skills
Python, Java, Algorithms, Matlab, Machine Learning
Education
University of Pennsylvania 2010 — 2012
Master of Science (MS), Computer Information & Science
Xiamen University 2006 — 2010
Bachelor of Science (B.S.), Mechanical & Electrical Engineering
Nanyang Technological University 2009 — 2009
Exchange, Mechanical & Aerospace Engineering
UBS Investment Bank August 2014 - Present
Morgan Stanley September 2012 - July 2014
Interactive Data July 2011 - September 2012
Goldman Sachs Asset Management May 2008 - July 2011
J.P. Morgan February 2007 - April 2008
Wells Fargo EFS 2006 - 2007
Northwestern Mutual October 2005 - December 2005
Juno Online May 2003 - September 2005
Skills
Java, Java Enterprise Edition, Spring, Hibernate, Struts, JMS, EJB, MongoDB, Memcached, Web Services, CXF, SOA, Axis2, JAX-WS, JAXB, JUnit, Agile Methodologies, Perl, XML, Distributed Systems, SQL, Sybase, DB2, Oracle, Apache, Tomcat, JBoss Application Server, Awk, VAR, Backtesting, SOAP
Education
National Institute of Technology Warangal 1999 — 2003
Computer Science
UBS Investment Bank 2007 - 2010
J.P. Morgan 2006 - 2008
Freddie Mac January 2004 - July 2006
Freddie Mac 2004 - 2005
WPI January 2001 - 2003
Infosys Technologies Ltd 1997 - 1999
The Tata's 1995 - 1997
Skills
Java, Java Enterprise Edition, Sybase, Access, DB2, ITIL v3 Foundations..., Autosys, Control-M, UDB, Microsoft CRM, VBA, VBScript, MS-DOS, Microsoft SQL Server, Cron, JBoss Application Server, Weblogic Administration, Tomcat, Tomcat 5, Web Applications, Composite Applications, protegent surveillance, Broker Audit, Unix Shell Scripting, Bash, Microsoft Office, IT Outsourcing, Ant, Perl, Eclipse, Unix, Shell Scripting, JUnit, PL/SQL, Oracle, Tortoise SVN, Systems Analysis, SQL, Subversion, JIRA, XML, ClearCase, Database Design, Linux, ETL, Data Modeling, Quality Center, Programming, Data Warehousing, Requirements Gathering
Education
Worcester Polytechnic Institute 2002 — 2003
MS, Computer Science
National Institute of Information Technology 1991 — 1995
B.E, Mechanical Engineering
Motorola Mobility (a GOOGLE company) November 2013 - May 2015
Sarah's Glen Townhome association 2012 - January 2015
Motorola Mobility (a GOOGLE company) July 2011 - November 2013
Motorola Mobile Devices November 2010 - June 2011
Northern Trust March 2010 - September 2010
Northern Trust August 2009 - December 2009
UBS Investment Bank February 2006 - November 2008
Allstate Insurance January 2005 - November 2005
Rotary International June 2000 - January 2005
Computer Systems Institute 1998 - 1999
Skills
Databases, Data Modeling, Oracle, Data Warehousing, ETL, Performance Tuning, Business Intelligence, Software Project..., Unix, PL/SQL, Microsoft SQL Server, SDLC, Business Objects, Visual Basic, Crystal Reports, Stored Procedures, Visio, Requirements Gathering, SQL, SQL Tuning, Google Big Query
Education
Kiev Polytechnic University 1985 — 1993
Engineer, Mechanical
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1985 — 1993
Mechanical Engineering, Mechanical Engineering Related Technologies/Technicians
Right Management
UBS Investment Bank May 2007 - Present
Banco Pactual / Pactual Capital Corporation January 1993 - May 2007
Winners, Language Course August 1991 - January 1993
Claudio Bernardes & Jacobson Associates August 1991 - March 1992
The United Nations Conference on Environment and Development (ECO 92) June 1992 - 1992
Rockford Business Interiors August 1989 - June 1991
Skills
Fixed Income, Investment Banking, Capital Markets, Derivatives, Emerging Markets, Equities, Trading, Structured Products, CDS, Series 7, Series 63, Bonds, Financial Services, Corporate Finance, Options, Trading Systems, Financial Markets, Bloomberg, Hedge Funds, Management, Credit Derivatives
Education
The University of Texas at Austin 1985 — 1990
BS
New York University 1999 — 2001
Graduate School, School of Education
RBC Capital Markets August 2011 - Present
UBS Investment Bank March 2010 - August 2010
NYC Dept. of Housing Preservation and Development May 2009 - August 2009
Himmel + Meringoff Properties, LLC May 2008 - March 2009
Skills
Capital Markets, Research, Fixed Income, Investments, Business Analysis, Bloomberg Terminal, Data Analysis, Analysis, Financial Modeling
Education
New York University 2007 — 2011
B.A., Political Science, Spanish, Public Health Policy
Millburn High School
KPMG US - Economic and Valuation Services March 2015 - Present
KPMG October 2013 - March 2015
KPMG April 2012 - September 2013
UBS Investment Bank May 2010 - February 2012
TU München, Germany April 2009 - June 2009
Modi Builders April 2008 - June 2008
Education
Indian Institute of Management, Bangalore 2013 — 2014
Executive General Management Programme
National Institute of Technology Warangal 2006 — 2010
Bachelor of Technology
Capital One September 2014 - Present
Capital One October 2011 - September 2014
Capital one (WIPRO) 2007 - October 2011
Capital One June 2010 - September 2011
wipro July 2007 - June 2008
Wipro Technologies March 2006 - June 2007
UBS Investment Bank 2006 - 2007
Wipro Technologies July 2004 - February 2006
Paxcel Technologies Pvt Ltd 2003 - 2005
Paxcel Limited May 2003 - June 2004
Skills
DevOps, Apache Kafka, Amazon Web Services..., Microservices, Apache ZooKeeper, Service virtualization, Agile Methodologies, Apache Mesos, ATDD, IVR, CTI, User Acceptance Testing, ACD, Quality Assurance, Systems Analysis, Contact Centers, ICM, Chef, Docker, Extreme Programming, Integration, Avaya one-x, CICD
Education
National Institute of Technology Raipur 1998 — 2001
MCA, Computer Science
Pandit Ravishankar Shukla University 1994 — 2001
Master of Computer Applications (M.C.A.), Computer and Information Sciences and Support Services
Navodaya Vidyalaya dongargarh 1988 — 1994
high school, Mathematics
Korn Ferry March 2014 - Present
Russell Reynolds Associates 2005 - 2014
UBS Investment Bank 1997 - 2005
Time Inc. 1994 - 1997
GE Capital 1988 - 1994
Skills
Talent Management, Onboarding, Talent Acquisition, Executive Search, Human Resources, Succession Planning, Strategy, Organizational..., Management, Deferred Compensation, Applicant Tracking..., Recruiting, Auditing, Executive Management, Organizational Design, Finance, Leadership, Mergers
Education
New York University
MPA
University of Wisconsin-Madison
BA
Yorktown High School
Citi June 2015 - Present
UBS Investment Bank May 2013 - June 2015
Belluck & Fox LLP May 2010 - August 2011
NYSE Euronext January 2011 - May 2011
Rydex Investments July 2008 - July 2009
White & Case LLP October 2007 - May 2008
NYS Department of the Treasury May 2007 - August 2007
Skills
Investments, Derivatives, Research, Equities, Financial Services, Trading, Futures Trading, Swaps, Securities Regulation, Portfolio Management, Options, Capital Markets, Finance, Fixed Income, Financial Analysis, Hedge Funds, Microsoft Office, Mutual Funds, Securities
Education
New York Law School 2009 — 2012
Doctor of Law (JD)
University of Maryland College Park 2004 — 2008
Bachelor of Science (BS), Finance, General
University of Maryland, Robert H. Smith School of Business - College 2004 — 2008
Bachelor of Science, Finance
Pfizer Pharmaceuticals December 2010 - May 2011
Bank of America April 2010 - September 2010
The Depository Trust & Clearing Corporation January 2010 - April 2010
UBS Investment Bank January 2008 - November 2008
Deutsche Bank September 2007 - January 2008
X-Shares Advisors October 2006 - May 2007
Assurant February 2004 - August 2006
Merrill Lynch August 1999 - August 2001
Skills
Administrative..., Office Management, Outlook, Office Administration, Data Entry, Spreadsheets, Customer Service, Microsoft Excel, Microsoft Office, Travel Arrangements, Microsoft Word, PowerPoint, Invoicing, Confidentiality, Event Planning, Administration, Fax, Calendaring, Calendars, Process Scheduler
Education
New Jersey City University 2002 — 2005
Associate, Business Management
Hudson Vocational 1992 — 1993
Culinary Degree
GE Capital November 2013 - Present
GE Capital May 2012 - November 2013
UBS Investment Bank 2006 - 2012
Law Offices of Arda Arslanian January 1995 - March 2006
Morgan, Lewis & Bockius LLP September 1989 - February 1994
Skills
Risk Management, Intellectual Property, Litigation, Capital Markets, Class Actions, Dispute Resolution, Leadership, Analysis, AML, Equities, Risk Assessment, Investment Banking, Securities, Fixed Income, Corporate Governance, Regulatory Compliance, Anti Money Laundering, Strategy, Compliance Testing
Education
New York Law School
JD
University at Albany
BA, French, Spanish, Business
Legg Mason January 2013 - Present
BNP Paribas Cardif January 2012 - July 2012
John Hancock Life Insurance Company (U.S.A.) July 2010 - January 2011
UBS Investment Bank June 2007 - September 2007
Skills
Banking, Program Management, Analysis, Business Analysis, Financial Analysis, Budgets, PowerPoint, Public Speaking, Foreign Languages, Bloomberg, TA2000, AWD, Apollo, Stealth, Internal Controls, Series 6, Series 63, Management, International Market..., French, Spanish, Sales, Market Research, Teamwork, Access, Finance, Fixed Income
Education
Northeastern University 2008 — 2013
BSIB, Finance and French with Minor in International Affairs
Reims Management School 2011 — 2012
International Management / Finance
Darien High School 2004 — 2008
WestRock Company July 2014 - Present
WestRock Company July 2013 - July 2014
Deutsche Bank May 2011 - June 2013
UBS Investment Bank August 2010 - April 2011
UBS Investment Bank June 2009 - August 2009
Bridgestone February 2005 - July 2008
Bridgestone February 2005 - July 2005
Skills
Financial Modeling, Financial Analysis, Mergers & Acquisitions, Finance, Valuation, Corporate Finance, Strategy, Budgets, Analytics, Procurement, Process Improvement, Due Diligence, Leadership, Microsoft Excel, Investment Banking, SAP, Training, Six Sigma, Forecasting, Business Analysis, Competitive Analysis, Business Strategy, Business Valuation, Capital Markets, Contract Negotiation, Risk Management, VBA, Credit, Pricing, Program Management, Strategic Planning, Mergers, Sarbanes-Oxley Act, Strategic Financial..., Data Modeling, Development Economics, Management, Project Management, Cross-functional Team..., Business Planning
Education
Vanderbilt University - Owen Graduate School of Management 2008 — 2010
MBA, Finance, Accounting, Operations
Murray State University 2000 — 2004
BAB, Finance
Wolverine Trading October 2014 - Present
Teradyne March 2014 - October 2014
Citadel LLC November 2012 - January 2014
UBS Investment Bank August 2011 - October 2012
Qualcomm August 2006 - August 2011
Tyco Electronics July 2002 - August 2006
Tellium Systems January 2000 - June 2002
Bell Laboratories/Lucent Technologies August 1987 - January 2000
Skills
FPGA, Verilog, Algorithms, Hardware, Embedded Systems, Perl, VHDL, High Performance..., C++, C, Debugging
Education
New Jersey Institute of Technology 1995 — 1996
Master Of Science, Computer Engineering
New Jersey Institute of Technology 1989 — 1995
Bachelor Of Science, Computer Engineering
DeVry Technical Institute 1985 — 1987
Associates, Electronics
Major League Baseball Advanced Media March 2013 - Present
It's All Grad, LLC October 2012 - March 2013
Barclays Wealth August 2010 - June 2012
UBS Americas May 1999 - August 2010
UBS Investment Bank October 2006 - November 2007
Dreyfus September 1994 - May 1999
Con Edison March 1992 - September 1994
National Westminster Bank June 1988 - March 1992
Skills
Business Analysis, Equities, Fixed Income, Wealth Management, Java, J2EE Application..., Web Services, PHP, Databases, Database Design, XML, Oracle SQL, Sybase, Microsoft SQL Server, DB2, MySQL, XMLBeans, JAXB, Open Source Integration, Content Management, Workflow Software, SDLC, Agile Methodologies, JUnit, Mockito, TeamCity, Continuous Integration, WebSphere Application..., WebSphere MQ, RAD, Scrum, Tortoise SVN, PVCS, Problem Solving, Software Development, Software Design, Software Installation, Enterprise Software, Load Balancing, Quality Center, JIRA, JMeter, Spring, Unix, Trading Systems, Weblogic, Tomcat, JMS, Websphere, Market Data
Education
New York Institute of Technology 1992 — 1994
MBA
Stony Brook University 1985 — 1989
BS, Computer Science
UBS Investment Bank May 2011 - Present
Credit Suisse June 2008 - May 2011
Lehman Brothers May 2006 - June 2008
Deloitte August 2005 - May 2006
Skills
CMBS, Securitization, Valuation, Real Estate Economics, Investment Banking, Structured Products, Real Estate, Capital Markets, Structured Finance, Fixed Income, Financial Modeling, Bloomberg, Asset Management, Financial Structuring, Loans, Hedge Funds, Due Diligence, DCF, Equities, Alternative Investments, Credit Derivatives, Derivatives
Education
New York University 2008 — 2010
MS, Real Estate Finance
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
BS, Finance & Marketing
UBS Investment Bank April 2012 - Present
Dealogic October 2011 - April 2012
Euro Pacific Partners June 2011 - October 2011
Moody's Investors Service January 2007 - September 2010
Thomson Financial November 2005 - December 2006
Euro Pacific Partners January 2004 - November 2005
Merrill Lynch Private Client Group May 2003 - December 2003
Various Internet Companies / Start-ups January 2000 - January 2003
St. Paul Insurance / Travelers January 1998 - January 1999
Skills
Capital Markets, Regulatory Guidelines, AML, FICC, Equity Derivatives, Data Analysis, Data, FINRA, KYC, OFAC, Team Leadership, Project Management, Mentoring, Contract Negotiation, Client Issue Resolution
Education
University of San Francisco 2001 — 2003
MBA, Business Management
New England College 1993 — 1997
BA, Literature
Zurich International School 1989 — 1993
Credit Suisse February 2015 - Present
UBS Investment Bank January 2014 - January 2015
JPMorgan Chase July 2011 - December 2013
Citi June 2007 - July 2011
NJIT October 2006 - November 2007
MAYAN Industrial Corp May 2005 - March 2006
Skills
SQL, Java, XML, Perl, JSP, C#, Python, Tomcat, PHP, UML, Shell Scripting, Websphere, EJB, JRun, Oracle, Sybase, PL/SQL, Unix, C++, JavaScript, Hibernate, Web Services, Interest Rate..., Databases, Requirements Analysis, Fixed Income, SDLC
Education
New Jersey Institute of Technology 2006 — 2007
Masters, Computer Science
University of Mumbai 2002 — 2006
Bachelor, Computer Engineering
UBS Investment Bank January 2004 - Present
UBS December 1997 - Present
Digitek Corp October 1997 - December 1999
Education
Nagpur University 1984 — 1989
Bachelor of Commerce (B.Com.), Business, Accounting, Economics
Hadas High School 1978 — 1984
High School, Marathi, English, Math, Science, etc.
Nagpur University 1978 — 1984
High School, English, Marathi
Advertising Specialty Institute August 2015 - Present
Brown Brothers Harriman December 2014 - Present
Advertising Specialty Institute August 2012 - December 2014
Brown Brothers Harriman February 2010 - August 2012
Accenture Technology Solutions October 2009 - February 2010
Brown Brothers Harriman & Co. March 2008 - September 2009
UBS Investment Bank March 2007 - March 2008
Pakistan Gum and Chemicals March 2001 - June 2003
Skills
Business Analysis, Requirements Gathering, Vendor Management, SDLC, User Acceptance Testing, Quality Assurance, Software Project..., Requirements Analysis, Integration, Program Management, Business Requirements, Testing, Systems Analysis, Leadership, Data Warehousing, IT Management, Project Management, Process Improvement, Management, Business Intelligence, SQL, Scrum, Software Development, Resource Management, Agile Methodologies, Atlassian JIRA, User Stories, Sprint Planning, Business Process, Process Flow, Visio, Risk Management, MS Project, Agile Project Management, Sprints, PMP, Project Portfolio..., Android Development, iOS development, PhoneGap, PMO, Technical Analysis, Microsoft Project, Confluence, Conflict Resolution, Foreign Exchange, FX Swaps, Forwards, Currency Exchange
Education
Stevens Institute of Technology 2003 — 2005
ME, Engineering Management, Project Management
NED University of Engineering and Technology 1997 — 2000
BE, Electrical Engineering
UBS Investment Bank May 2010 - Present
Northern Natural Gas January 2003 - April 2010
Enron August 2000 - December 2002
EDS December 1999 - August 2000
J.P. Systems (now part of Motorola Good Technology Group) November 1998 - December 1999
Siemens Communications Software September 1995 - November 1998
Skills
Enterprise Architecture, Agile Methodologies, Software Development, Spring, Java Enterprise Edition, Java, Requirements Analysis, Hibernate, SDLC, XML, C, Spring Framework
Education
National Institute of Technology Calicut 1991 — 1995
Bachelor of Technology (BTech), Computer Science
Mar Ivanios College 1989 — 1991
Pre Degree Certificate, Science
Macquarie Group January 2013 - Present
Nuveen Investments September 2011 - May 2012
UBS Investment Bank June 2010 - August 2011
UBS Investment Bank May 2007 - May 2010
Credit Suisse 2005 - May 2007
Apex Technology Group August 2004 - May 2007
Merrill Lynch 2004 - 2005
Nexgenix 2000 - 2001
Skills
Reference Data, Derivatives, Options, Equities, Fixed Income, Trading Systems, Sybase, SDLC, Capital Markets, Trading, Investment Banking, Market Data, Electronic Trading, Middle Office, Risk Management, Credit Derivatives, FX Options, Bloomberg, Market Risk, Equity Derivatives, Interest Rate..., Business Analysis, Requirements Gathering, Requirements Analysis
Education
New Jersey Institute of Technology 2001 — 2002
MS, Management Information Systems
MMK College (Bombay University) 1995 — 2000
B Com, Financial Accounting & Economics
Apostolic Carmel High School 1984 — 1995
NYSSA
JPMorgan Chase June 2014 - Present
Millennium Partners August 2011 - April 2014
JP Morgan May 2010 - August 2011
Sterling Stamos September 2008 - May 2010
UBS Investment Bank July 2003 - August 2008
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA
New York University 2007 — 2009
Financial Math
Providence College 1999 — 2003
The University of Glasgow 2001 — 2002
JPMorgan Chase June 2013 - Present
Barclays Capital September 2008 - June 2013
Lehman Brothers Inc. August 2008 - September 2008
Bear Stearns May 2007 - August 2008
UBS Investment Bank September 2003 - May 2007
Amaranth LLC June 2003 - September 2003
Goldman Sachs July 1996 - May 2003
Skills
Prime Brokerage, Portfolio Management, Fixed Income, Trading Systems, Equity Derivatives, Equities, Investment Banking, Derivatives, Middle Office, Market Data, Hedge Funds, Electronic Trading, Reference Data, Capital Markets, Financial Risk, Credit Derivatives, FX Options, Market Risk, Interest Rate..., Options, Structured Products, Swaps, Sybase
Education
New Jersey Institute of Technology
MS, Computer Information Science
UBS August 2007 - Present
UBS Investment Bank 1997 - Present
Perot Systems Corporation 1997 - 2006
Perot Systems Corporation 1997 - 2006
Summit Bank 1996 - 1997
Citibank February 1993 - March 1996
Skills
Vendor Management, Servers, VMware, ITIL, Disaster Recovery, Solaris, Enterprise Architecture, Business Analysis, Unix, Service Delivery, Data Center, IT Strategy, Security, IT Service Management, Project Management, Infrastructure, Active Directory, Trading Systems, Windows Server, Business Continuity, IT Management, Incident Management
Education
New Jersey Institute of Technology 1983 — 1988
BSCIS, Computer Science & Electrical Engineering
UBS Investment Bank 2014 - Present
HCL Technologies America February 2013 - 2014
HCL Technologies America February 2011 - January 2013
HCL Technologies America February 2010 - January 2011
HCL Technologies October 2008 - January 2010
Hutchison 3G February 2003 - February 2008
Stream TracMail October 2001 - February 2003
Skills
Business Process..., Team Management, Vendor Management, Process Improvement, Telecommunications, Software Documentation, Outsourcing, Requirements Gathering, Management, Performance Management, ERP, CRM, User Acceptance Testing, Testing, Project Management, Project Planning, BPO, Change Management
Education
Narsee Monjee Institute of Management Studies 2005 — 2007
PGDBA, Management
University of Mumbai 1999 — 2001
MCOM, Management
J.P. Morgan January 2015 - Present
UBS Investment Bank May 2005 - January 2015
Education
New York University 1999 — 2001
Master's, Information Systems
National Institute of Technology Warangal 1990 — 1994
B.Tech, Computer Science
Morgan Stanley September 2013 - Present
UBS Investment Bank March 2005 - September 2013
Fujitsu Consulting October 2004 - March 2005
Blue Cross and Blue Shield January 2001 - October 2004
DE-Consult June 1998 - November 2000
NIIT 1996 - 1997
Skills
Business Analysis, Program Management, Change Management, Software Development, Project Management, Outsourcing, Management, Process Improvement, Leadership, SDLC, Integration, Analysis, Project Planning, Vendor Management, Software Project..., IT Strategy
Education
Narsee Monjee Institute of Management Studies
Diploma in Business Management, Business Management
University of Mumbai
BA, Economics
Bank of America February 2013 - Present
UBS Investment Bank August 2007 - January 2013
Visa May 2004 - July 2007
US Technology Resources LLC September 2000 - January 2006
Skills
SDLC, Software Project..., SOA, Business Analysis, Requirements Analysis
Education
National Institute of Technology Calicut 1996 — 2000
B Tech
HSBC Global Banking and Markets March 2013 - Present
UBS Investment Bank November 2009 - November 2012
UBS Investment Bank May 2006 - October 2009
BNP Paribas October 2005 - April 2006
Skills
Interest Rate..., Derivatives, ABS, Fixed Income, Quantitative Finance, Quantitative Investing, Structured Products, Credit Derivatives, Swaps, Interest Rates
Education
National Taiwan University
B.A
New York University
PhD
Societe Generale September 2010 - Present
Barclays Capital March 2008 - July 2010
UBS Investment Bank May 2003 - March 2008
Skills
Equity Derivatives, Prime Brokerage, Credit Derivatives, Equities, Market Data, Fixed Income, Options, Business Analysis, Project Management
Education
New York University 2001 — 2003
UBS Investment Bank April 2011 - Present
Barclays Capital March 2004 - April 2011
Citadel Investment Group March 2003 - March 2004
CSFB 1997 - 2003
Education
National Tsing Hua University
Penn State University
BNY Mellon January 2014 - Present
UBS Investment Bank January 2009 - January 2014
UBS January 2006 - June 2009
JP Morgan Chase 2001 - 2006
Skills
Business Analysis, Unix, SDLC, Equities, Trading Systems, Unix Shell Scripting, Fixed Income, Vendor Management, Investment Banking, Requirements Analysis, SQL
Education
New Jersey Institute of Technology 1998 — 2000
Masters, Computer Science
Rutgers, The State University of New Jersey-Newark 1994 — 2000
BS, Biology, General
NJIT
MBA, MIS/Finance
Hamilton Equity Partners, LLC January 2014 - January 2015
MountainView Capital Group, LLC August 2012 - January 2013
UBS Investment Bank September 2007 - September 2011
UBS June 2006 - September 2007
Bank of America 2005 - 2006
Lehman Brothers 2000 - 2005
Skills
Corporate Development, Structured Finance, Securitization, Fixed Income, Capital Markets, ABS, Financial Structuring, Investment Banking, Valuation, Hedge Funds, Financial Institutions, Structured Products, Investments, Finance, Securities, Bloomberg, Financial Modeling, Credit Derivatives, Bonds, Alternative Investments, Equities, Credit, Loans, Loan Origination, Trading, Private Equity, Leveraged Finance, Swaps, Debt Restructuring, Asset Management, Derivatives, Interest Rate..., Equity Research, Project Finance, Financial Markets, Credit Analysis, MBS, CMBS, Emerging Markets, Due Diligence, CDO, Corporate Finance, Private Placements, Credit Risk, Portfolio Management
Education
Fordham University-Graduate School of Business 1997 — 1999
Master of Business Administration (MBA), Finance, General
New York Law School 1989 — 1992
Juris Doctor
Skidmore College 1984 — 1988
Bachelor of Arts, Minor: Business
Riverdale Country Day 1979 — 1984
NASDAQ OMX September 2004 - Present
THE BRUT ECN, LLC February 2004 - September 2004
UBS Investment Bank 2001 - 2003
Viel Tradition 1993 - 1999
Skills
Electronic Trading, Equities, Fixed Income, Capital Markets, Mergers & Acquisitions, Mergers, Joint Ventures, Financial Markets, Investments, Investor Relations, Corporate Development, Valuation, Trading Systems, Strategy, Private Equity, Business Strategy, Financial Services, Business Development
Education
The Tuck School of Business at Dartmouth 1999 — 2001
MBA, Management
NEOMA Business School 1989 — 1992
Master, Management
KPMG US October 2014 - Present
CBS Corporation May 2014 - Present
Citi May 2012 - Present
FINCA International June 2011 - May 2012
PepsiCo May 2010 - June 2011
General Electric 2006 - May 2009
UBS Investment Bank January 2000 - March 2006
Pepsi Bottling Group March 2000 - January 2001
Chase Manhattan Corporation November 1996 - March 2000
Skills
Disaster Recovery, Business Process, Risk Management, Project Management, Management, Leadership, Team Management, Analysis, Information Technology, Business Continuity..., Service Delivery, Business Analysis, Incident Management, IT Management, IT Strategy, Business Intelligence, Vendor Management, ITIL, Business Process..., Networking, IT Service Management, Integration, SDLC, Process Improvement, Program Management
Education
Pace University 2009 — 2009
New York Institute of Technology 1991 — 1994
BS, MIS
UBS Investment Bank May 2009 - Present
Compuware February 1997 - April 2009
Metavante August 2008 - February 2009
GE Healthcare 2003 - 2008
Systran June 1996 - February 1997
Systran 1996 - 1997
Bharat Electronics August 1992 - March 1995
Education
Wright State University 1995 — 1996
MS, Computer Science
National Institute of Technology Tiruchirappalli 1988 — 1992
BE, Computer Science and Engineering
HSBC Global Banking and Markets July 2014 - Present
GE Capital Real Estate December 2010 - July 2014
UBS Investment Bank September 2003 - December 2010
Prudential Financial June 1998 - September 2003
FINRA, Department of Enforcement May 1996 - May 1998
New York County District Attorney's Office October 1987 - May 1996
Federal Election Commission September 1984 - October 1987
Skills
Capital Markets, Investment Banking, Derivatives, Equities, Hedge Funds, Fixed Income, Private Equity, Structured Products, Securities, Structured Finance, Equity Derivatives, Mergers & Acquisitions, Risk Management, Corporate Governance
Education
New York Law School 1981 — 1984
J.D.
Oberlin College 1977 — 1981
Bachelor of Arts (B.A.), Philosophy and Religious Studies
UBS Investment Bank April 2010 - Present
UBS 2010 - Present
Education
New Jersey Institute of Technology
M.S.(Computer Science), Computer Science
Nomura Securities April 2015 - Present
UBS Investment Bank March 2006 - May 2015
Prudential Insurance 2005 - 2006
A&P 2005 - 2006
New York Life Insurance Company January 2004 - December 2004
Tata Consultancy Services March 1998 - January 2004
Skills
Change Management, Incident Management, Incident Investigation, Problem Solving, Problem Management, Oracle, Sybase, Red Hat Linux, Solaris 8/9/10, Informatica..., Business Objects, Data Warehousing, Unix Shell Scripting, Autosys, Event Management, Configuration Management, Disaster Recovery, People Development, Investment Banking, PL/SQL, Management, SDLC, Market Data, Fixed Income, Business Analysis, Capital Markets, Trading Systems, Reference Data, Shell Scripting, Team Leadership
Education
Osmania University 1996 — 1998
Master of Engineering (M.Eng.), Electrical and Electronics Engineering
National Institute of Technology Warangal 1991 — 1995
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering
Citizens Bank July 2013 - Present
Iron Mountain Records Management June 2009 - June 2013
UBS Investment Bank March 2007 - June 2008
Morgan Stanley 2001 - 2007
Skills
Excel, Argus, PowerPoint, Valuation, Asset Managment, Financial Modeling, Investments, Due Diligence, Equities, Investment Banking, Portfolio Management, Capital Markets, Financial Analysis, Acquisitions, Asset, Loans, Credit, Asset Management, Microsoft Excel, Management, Real Estate, Finance, Financial Structuring, Commercial Real Estate, Analysis, Credit Analysis, Mortgage Lending, Real Estate Economics, Credit Risk, Financial Risk, Leases, Financial Planning, Investment Properties
Education
New York University 2002 — 2004
Masters, Real Estate
University of Delaware 1996 — 2000
Bachelor, Finance
Sharon High 1992 — 1996
Morgan Stanley March 2015 - Present
Five Mile Capital June 2012 - March 2015
American Mortgage Consultants, Inc. July 2009 - May 2012
UBS Investment Bank July 2003 - May 2008
Lehman Brothers August 1999 - July 2003
Skills
Mortgage, Due Diligence
Education
Muhlenberg College 1995 — 1999
BA, Business / Economics
NC Youth Field Hockey September 2011 - Present
The Goodie Bag Girls January 2007 - January 2011
UBS Investment Bank September 1996 - May 2003
Skills
Project Management
Education
New England College 1990 — 1994
BA, Business
Morgan Stanley September 2011 - August 2014
UBS Investment Bank February 2006 - September 2011
Standard & Poor's 2005 - 2006
Verizon Communications 2004 - 2005
Citigroup 2002 - 2003
Skills
J2EE, Sybase, Flex, Spring, Core Java, Ant, SQL, Design Patterns, JSP, Tomcat, Swing, Eclipse, Struts, Hibernate, Java, SOAP, XML, OOP, MVC, Web Services, CVS, Subversion, Servlets, XSLT, JavaScript, AJAX, JDBC, SQL Server, Object Oriented Design, Weblogic, JSON, Application Development, JIRA, Unix, JUnit, RIA, PL/SQL, SOA, Application Servers, Java Enterprise Edition, DB2, Spring Framework
Education
New Jersey Institute of Technology 2000 — 2001
MS, Computer Engineering
University of Madras 1995 — 1999
BS, Electrical Engineering
Dovetail Systems October 2008 - Present
D.B. Zwirn & Co. April 2007 - March 2008
D.B. Zwirn 2008 - 2008
UBS Investment Bank May 2006 - November 2006
Flytrading Inc. April 2004 - April 2006
Skills
Derivatives, EJB, Unix, JMS, Trading, Java
Education
New Jersey Institute of Technology 2000 — 2004
BS, Computer Science
Fifth & Pacific Companies, Inc. May 2006 - Present
UBS Investment Bank March 2005 - May 2006
Hertz June 2004 - March 2005
Hudson News Distributors October 1999 - June 2004
Education
New Jersey City University 1999 — 2003
Piper Jaffray September 2008 - April 2011
UBS Investment Bank 1998 - 2008
Skills
Fixed Income, Capital Markets, Bonds, Investment Banking, Series 7, Securities, Hedge Funds, Bloomberg, Investments, Derivatives
Education
Muhlenberg College 1994 — 1998
Bachelor's degree, History
Montclair Kimberly Academy
DRW Trading Group 2011 - Present
Matlock Capital May 2005 - October 2010
UBS Investment Bank 2002 - 2005
Bear Stearns 2001 - 2002
Measurisk LLC 1999 - 2001
UBS Investment Bank 1996 - 1999
Square D Company 1995 - 1996
Westinghouse Electric Company 1992 - 1995
Skills
C#, C++, C, F#, Derivatives, Options, Trading Systems, Electronic Trading, Low Latency, Equities, Trading, Agile Methodologies, Market Making, Fixed Income, Volatility, Proprietary Trading, SQL, .NET, Java, Financial Markets, Market Data, Exchange Connectivity, Equity Derivatives, Distributed Systems, Test Driven Development, FX Options, Capital Markets, Multithreading, Shell Scripting, Unix, Software Development, High Frequency Trading, Unix Shell Scripting, Algorithms, Object Oriented Design, Python, Design Patterns, Quantitative Finance
Education
New Mexico State University 1986 — 1992
B.Sc., Computer Science
Kendall College 2004 — 2005
Culinary Arts
HSBC Global Banking and Markets June 2014 - Present
Helm Bank USA March 2014 - May 2014
JPMorgan Chase February 2014 - March 2014
BBVA NY BRANCH February 2007 - February 2014
UBS Investment Bank August 2006 - February 2007
Deutsche Bank June 2006 - August 2006
Mercantil Commercebank N.A. April 2006 - June 2006
Bank of America December 2005 - March 2006
WestLB August 2004 - December 2005
TD March 2004 - July 2004
Skills
AML, Financial Risk, Banking, OFAC, Bank Secrecy Act, Due Diligence, Risk Assessment, Internal Audit, KYC, USA PATRIOT Act, Securities, Internal Controls, Portfolio Management, Sanction, Investments, Management, Derivatives, Process Improvement, Financial Institutions, Regulations, Risk Management, Investment Banking, Financial Regulation, Operational Risk..., Capital Markets, Operational Risk, Fixed Income, Credit Risk, Enterprise Risk..., Financial Services, Trade Finance, CAMS, Fraud, Financial Markets, FX Options, Hedge Funds, @Risk, Anti Money Laundering
Education
New York University 1990 — 1991
Advanced Professional Certification - Info Systems Audit, Accounting and Finance
Queens College 1986 — 1989
Bachelor of Applied Science (B.A.Sc.), Accounting
JBK Capital, LLC May 2006 - Present
UBS Investment Bank 2000 - 2006
KPMG Peat Marwick 1998 - 2000
Morgan Stanley 1997 - 1998
Skills
Real Estate Transactions, Investment Banking, Real Estate Private..., Acquisitions, Financial Structuring, CMBS, Asset Managment, Mergers & Acquisitions, Credit, Commercial Real Estate, Structured Finance, Finance, Underwriting, Investments, Real Estate Financing, Business Strategy, Valuation, Real Estate, Mezzanine, Capital Markets, Real Estate Economics, Loan Origination, Private Equity
Education
New York Law School 1994 — 1997
JD
Towson University
BS, Business Administration, Finance
UBS Investment Bank February 2010 - Present
Intellisoft Technologies 2008 - Present
The Washington Post August 2009 - January 2010
E*TRADE Financial Corp May 2007 - May 2008
Misi Company 2006 - 2007
JP Morgan Chase 2006 - 2007
Tata Consultancy Services April 2001 - April 2006
Boeing 2005 - 2006
USAA 2002 - 2005
Education
National Institute of Technology Calicut 1999 — 2001
M.Tech, Electrical
JPMorgan Chase July 2013 - Present
HSBC July 2012 - July 2013
Stroz Friedberg, LLC December 2010 - June 2012
UBS Investment Bank March 2005 - December 2010
Education
New York University
BA, Journalism
Goldman Sachs January 2014 - Present
UBS Investment Bank March 2003 - March 2013
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance
National Institute of Technology Kurukshetra
BTech, Electrical Engg.
UBS April 1987 - Present
UBS Investment Bank April 1987 - Present
UBS Securities Co., Ltd April 1987 - Present
UBS Investment Bank April 1987 - Present
Education
New Jersey City University 1984 — 1989
Business Management, Business
hoboken high school 1980 — 1984
UBS Investment Bank September 2009 - Present
Cell Exchange Fed Inc August 2007 - August 2009
Anmol Computech April 2004 - November 2005
Skills
Spring, Ant, JSP, Agile Methodologies, JMS, Weblogic, Web Services, SOA, Java Enterprise Edition, XML, SDLC, Hibernate, Software Development, MyBatis, Oracle, CVS, Struts, Websphere, Enterprise Architecture, AJAX, Web Applications, Servlets, Software Project..., Spring Framework, Tomcat, EJB, JUnit, Core Java, Java, JBoss Application Server, PL/SQL, Eclipse, Scrum, MySQL, Unix, JavaScript, ESB, Maven, Linux, jQuery, Java 8 Lambda, RFP, RFQ, IOI, AIOI, CRB
Education
New Jersey Institute of Technology 2006 — 2007
MS, Computers
Mumbai University
Bachelor of Engineering (B.E.), Computer Science
FISA Group October 2011 - Present
TEKsystems October 2011 - Present
PDP Technology Inc 2005 - 2013
UBS Investment Bank January 2005 - July 2011
UBS Investment Bank December 2004 - July 2011
Colt Courier Service Inc August 2003 - December 2004
UBS Warburg/Painewebber August 1994 - August 2003
New York Shipping Assoc May 1990 - August 1994
Yellow Book Corp November 1988 - May 1990
Dime Savings Bank of NY April 1987 - November 1988
Skills
Unix, Sybase, SQL, Perl, Databases, Fixed Income, Integration, Oracle, COBOL, JavaScript, Management
Education
Grumman Data System Inst
B.S, Business Computer Systems
N.Y.I.T
Nassau Community College
Associates Degree, Data Processing
UBS Investment Bank March 2014 - Present
Prime Finance / Citigroup June 2010 - February 2014
Barclays Capital September 2008 - June 2010
Lehman Brothers August 2005 - September 2008
Citi Group May 2000 - July 2005
Skills
Fixed Income, Equities, Prime Brokerage, Equity Derivatives, Portfolio pricing, Capital Markets, Hedge Funds, Business Efficiency, Finance, Financial Modeling, Quantitative Analytics, Quantitative Research, Options
Education
New York University, Courant Institute
National University of Singapore
University of Peradeniya
RiverVest Venture Partners August 2013 - Present
Washington University in St. Louis August 2012 - May 2014
Oriens Investment Management May 2013 - June 2013
UBS Investment Bank 2013 - 2013
Barclays Bank September 2008 - July 2012
Lehman Brothers May 2008 - September 2008
Lehman Brothers June 2006 - May 2008
Lehman Brothers March 2004 - May 2006
Skills
Investment Banking, Hedge Funds, Equities, Series 7, Fixed Income, Capital Markets, Bloomberg, Capital Structure, Valuation, Debt, Financial Modeling, Corporate Finance, Portfolio Management, Alternative Investments, Equity Derivatives, Leveraged Finance, Options, Equity Research, Economics, Securities, Bloomberg Terminal, Investments, Trading, Structured Products
Education
Washington University in St. Louis - Olin Business School 2012 — 2014
Master of Business Administration (MBA), Finance & Investments and Entrepreneurship
New York University
BA, Economics (Honors), French (Minor)
Nomura Securities April 2014 - Present
UBS Investment Bank November 2013 - March 2014
Macquarie Group May 2013 - September 2013
Employment Agencies (Under Contract) February 2011 - May 2013
Barclays Capital August 2009 - January 2011
Bear Stearns February 2000 - August 2008
American Association of Advertising Agencies June 1998 - February 2000
Republic National Bank August 1992 - June 1998
Skills
Series 7, Series 63, Equity Research, Fixed Income, Equity Trading, Investment Banking, Outlook, Excel, PowerPoint, Expenses, Database Administration, Conference Management, Video Conferencing, SharePoint, Calendaring, Bloomberg, Conference Registration, Microsoft Excel, Meeting Planning, Equities
Education
New York University 2003 — 2005
Urban Science April 2012 - Present
Urban Science April 2010 - April 2012
Lender Processing Services, Inc. (LPS) July 2009 - January 2010
Perot Systems July 2004 - May 2009
UBS Investment Bank May 2006 - October 2008
Skills
Business Analysis, SDLC, Software Project..., Requirements Analysis, Agile Methodologies, Project Management, .NET, C#, Business Intelligence, Cross-functional Team..., Process Improvement, MS Project, Software Development, Visio, Management, SQL
Education
National Institute of Technology Karnataka 2000 — 2004
BE, Electrical & Electronics Engineering
Baroda High School, Alkarpuri 1988 — 2000
School
Morgan Stanley October 2012 - Present
UBS Investment Bank May 2007 - September 2012
HSBC June 2005 - March 2007
Sybase May 2003 - June 2005
C-DAC (Formerly NCST) September 2001 - May 2003
Education
Deepika EM School
Nagpur University
Vulcan Enterprises LLC April 2010 - Present
Auriga Services LLC September 2011 - July 2012
Highlander Capital Markets 2009 - January 2011
Nomandy Beach Market Llc / Vulcan Enterprises Llc 2007 - 2010
UBS Investment Bank 2004 - 2007
Schwab Capital Markets 2002 - 2004
SG Cowen and Cowen and Company 1987 - 2002
Skills
Equities, Trading, Series 7, Equity Trading, Series 63, Hedge Funds, Alternative Investments, Asset Allocation, Bloomberg, Capital Markets, Commodity, Derivatives, Electronic Trading, Equity Research, Investment Advisory, Fixed Income, Financial Modeling, Investment Banking, Investments, Investment Strategies, Options, Prime Brokerage, Program Trading, Proprietary Trading, Risk Management, Securities, Series 24, Traders, Trading Strategies, Trading System, Trading Systems
Education
Muhlenberg College 1981 — 1985
BA, Business Administration
Covenant Review May 2011 - March 2015
UBS Investment Bank 1999 - 2008
TD Securities 1998 - 1999
Prudential Securities 1996 - 1998
American Forest & Paper Association 1991 - 1996
Skills
High Yield, Hedge Funds, Corporate Finance, Mutual Funds, Trading, Structured Products, Investments, Leveraged Finance, Credit, Finance, Investment Banking, Loans, Equity Research, Capital Markets, Bonds, Valuation, Fixed Income
Education
The George Washington University - School of Business 1993 — 1995
MSF, Finance
St. John's University, The Peter J. Tobin College of Business 1987 — 1989
BS, Economics, Finance
Nassau Community College 1985 — 1987
AA, Liberal Arts, Economics
Coastal Environmental Group June 2009 - Present
UBS Investment Bank May 1999 - June 2008
Skills
Proposal Writing, PowerPoint, Project Management, Microsoft Excel, Microsoft Word, Marketing, Program Management, Microsoft Office, Strategic Planning, Newsletters, Team Leadership
Education
Nassau Community College
Ramirez & Co., Inc. January 2014 - Present
BMO Capital Markets December 2012 - July 2013
J.P. Morgan August 2009 - October 2012
Bank of America Merrill Lynch July 2008 - June 2009
UBS Investment Bank August 1984 - June 2008
Skills
Fixed Income, Capital Markets, Investment Banking, Public Finance, Derivatives, Structured Products, Financial Modeling, Credit Analysis, Project Finance, Series 53, Tax-exempt debt, Due Diligence, Client Relations Skills, New Business Development, Series 63, Hold Series 7, Bonds, Securities, Finance, Securitization, Financial Structuring, municipal market..., Client Development, Restructuring, Banking, Credit
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Finance
Muhlenberg College 1977 — 1980
B.A., Psychology
Jabix, Inc February 2015 - Present
J.P. Morgan July 2012 - September 2014
UBS Investment Bank December 2005 - July 2012
JP Morgan June 2000 - November 2005
Dresdner Kleinwort September 1998 - June 2000
UniLink Financial Services May 1994 - September 1998
FD Consulting August 1992 - May 1994
Skills
Trading Systems, Sybase, Java, Java Enterprise Edition, Fixed Income, JMS, Capital Markets, Trading, Portfolio Management, Equity Derivatives, Management, SDLC
Education
New York University 2005 — 2007
M.S., Computer Science
Stony Brook University 1989 — 1992
B.S., Computer Science
UBS Investment Bank 2012 - Present
Junior Achievement of West Kentucky 2010 - 2012
Education
St. Mary's College
Master of Business Administration (MBA), International Business and Global Policy
Murray State University
Morgan Stanley October 2008 - February 2009
The Bank of New York October 2007 - May 2008
UBS Investment Bank June 2005 - November 2005
Credit Suisse March 2000 - May 2004
Skills
Bloomberg, Fixed Income, Equities, Trading, Mutual Funds, Capital Markets, Portfolio Management, Securities, Securities Lending, Trading Systems, Risk Management, Prime Brokerage, Financial Risk, Asset Managment, Bonds, Valuation, Financial Markets, Investment Banking, Equity Derivatives, Investments, Project Finance, Wealth Management, Derivatives, Financial Services, Asset Management, Series 63, Options, Equity Research, Hedge Funds, Series 7, ETFs, Alternative Investments, FINRA, Asset Allocation, Bloomberg Terminal, Private Equity, Middle Office, Financial Analysis, Credit Risk, Equity Trading, Structured Products, Fund Of Funds, Series 24, FX Options, Corporate Actions, Swaps, Back Office, Credit Derivatives, Settlement, Electronic Trading
Education
New York University 1993 — 1994
Accounting
University of Santo Tomas
B.A, Business Administration
Guggenheim Partners October 2013 - Present
CapitalSource July 2007 - October 2013
UBS Investment Bank June 2005 - July 2007
Ernst & Young October 2002 - June 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Real Estate, Capital Markets, Credit, Commercial Real Estate
Education
New York University 2006 — 2008
Graduate Certificate, Real Estate
Villanova University 1998 — 2002
BS, Accountancy
BNP Paribas May 2012 - Present
Bank of America Merrill Lynch June 2008 - May 2012
UBS Investment Bank November 2006 - November 2007
UBS Investment Bank October 2000 - November 2006
Skills
Fixed Income, Equities, Securities, Trading, Investment Banking, Loan Servicing, Account Reconciliation, Accounts Payable, Onboarding, Loans, Financial Risk, Prime Brokerage, Financial Services, Client Onboarding, New Accounts, Reconciliations
Education
New Jersey City University 1996 — 2000
Bachelor of Science, Finance, GPA 3.6
J.P. Morgan June 2013 - Present
JPMorgan 2000 - Present
UBS Investment Bank January 1996 - January 1999
Skills
Fixed Income, Derivatives, Hedge Funds, Asset Management, Credit Risk, Capital Markets, Credit, Credit Derivatives, Investment Banking, Banking, Structured Products, Equity Derivatives, Financial Modeling, Portfolio Management, Equities, Bloomberg
Education
New York University
Economics
UNIS
Bank of America July 2010 - March 2015
BNP Paribas September 2008 - August 2010
Bank of America July 2006 - September 2008
Deutsche Bank July 1997 - July 2006
UBS Investment Bank 1992 - 1997
Deloitte 1987 - 1992
Skills
Prime Brokerage, Equities, Middle Office, Hedge Funds, Equity Derivatives, Finance, Trading Systems, Fixed Income
Education
New Jersey Institute of Technology
BS Electrical Engineering
Rutgers Business School
Master of Business Administration (MBA), Finance
Societe Generale January 2013 - Present
UBS Investment Bank September 2007 - December 2012
Citigroup December 2001 - June 2004
Skills
C#, VBA, C, Quantitative Analytics, Financial Modeling, Emerging Markets, Interest Rate..., Credit Derivatives, Structured Products, Quantitative Finance, Equity Derivatives, Derivatives, Fixed Income
Education
The University of Chicago 2010 — 2012
Master of Science (MS), Financial Mathematics
New York University 2009 — 2010
Mathematics in Finance
Pace University - Lubin School of Business 2004 — 2006
MBA, Finacial Management
National Taiwan University 1994 — 1999
Bachelor of Science (BS), Civil Engineering
National Taiwan University 1994 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
American Board of Pediatrics March 2015 - Present
Credit Suisse April 2014 - April 2015
Citi 2012 - 2013
UBS Investment Bank September 2009 - November 2012
Metlife February 2009 - September 2009
Bowne 2007 - 2008
Citi August 2005 - October 2007
Skills
Visual Studio, .NET, WPF, LINQ, Microsoft SQL Server, SDLC, SSRS, Web Services, OLAP, ASP.NET, Microsoft Office..., SharePoint, Oracle, WCF, SOA, Sybase, Requirements Analysis
Education
Nagpur University 1998 — 2001
Masters, Computers
UBS Investment Bank January 2011 - Present
JPMorgan Chase June 2010 - January 2011
Citi December 2006 - June 2010
Federal Reserve Bank of New York October 2004 - December 2006
Pfizer April 2003 - October 2004
Sprint January 2002 - January 2003
Telcordia Technologies November 2000 - November 2001
Verizon Communications February 2000 - November 2000
Skills
Solaris, Storage Area Networks, AIX, Unix, VMware, Storage, NetApp, Linux, Disaster Recovery, Scripting, Data Center, System Administration, SAN, Virtualization, Unix Shell Scripting, Red Hat Linux, Performance Tuning, NAS
Education
New Jersey Institute of Technology 1997 — 1999
B.S, Computer Engg
Standard Chartered Bank April 2015 - Present
UBS Investment Bank October 2010 - March 2015
Capital One October 2007 - October 2010
Steven Levy Investigations January 2007 - October 2007
Skills
AML, Banking, Fraud, Internal Audit, Private Investigations, Bank Secrecy Act, Analysis, CAMS, USA PATRIOT Act, Hedge Funds, Auditing, Financial Services, Investigation, OFAC, Forensic Accounting, Financial Regulation, KYC
Education
Utica College 2004 — 2007
Bachelor of Science, Economic Crime Investigation; Financial Investigation
Nassau Community College 2002 — 2004
Associate of Arts, Liberal Arts
Wells Fargo Securities December 2014 - Present
UBS Investment Bank July 2013 - December 2014
UBS November 2008 - July 2013
AIG 2008 - 2008
Morgan Stanley 2004 - 2005
Tata Consultancy Services 2001 - 2005
Tata Consultancy Services 2001 - 2005
Tata Consultancy Services 2001 - 2005
Tata Consultancy Services 2001 - 2005
Tata Consultancy Services 2001 - 2005
Skills
Financial Risk..., Derivatives, Investment Banking, Fixed Income, Trading Systems, Equities, Financial Modeling, Capital Markets, Valuation, Trading, Portfolio Management, Hedge Funds, Equity Derivatives, Market Risk, Options, Credit Derivatives, Financial Markets, Chartered Financial..., Business Analysis
Education
CFA Institute 2010 — 2013
CFA Charterholder
National Institute of Technology Kurukshetra 1997 — 2001
B. Tech, Electronics
Barclays May 2014 - Present
UBS Investment Bank May 2010 - May 2014
UBS Investment Bank May 2009 - May 2010
UBS Investment Bank May 2005 - May 2009
Skills
Derivatives, Equity Derivatives, Investment Banking, Fixed Income, Options, Funding, Series 7, Exchange Traded..., Equities, Prime Brokerage, Trading Systems, Swaps, Electronic Trading, Interest Rate..., Middle Office, Capital Markets
Education
New York University 1991 — 1995
BA, Finance
Keurig Green Mountain, Inc. May 2014 - Present
WorldTeach June 2013 - January 2014
UBS Investment Bank April 2011 - May 2013
UBS Investment Bank September 2005 - March 2011
Skills
Portfolio Management, Trading Systems, Business Analysis, Finance, Microsoft Excel, Private Equity, Bloomberg Terminal, Alternative Investments, Electronic Trading, Asset Management, Analytics, Financial Services
Education
Muhlenberg College 2001 — 2005
B.A, Economics; Finance
HSBC Securities 2013 - Present
BNP Paribas 2011 - 2012
UBS Investment Bank 2009 - 2011
Citi 2003 - 2009
UBS Investment Bank 1997 - 2003
RBS Greenwich Capital 1986 - 1997
Education
New England College
Deutsche Bank June 2015 - Present
UBS Investment Bank November 2012 - June 2015
Deutsche Bank October 2011 - November 2012
Deutsche Bank January 2010 - September 2011
Deutsche Bank January 2008 - January 2010
HSBC Securities March 2005 - January 2008
Education
New York Law School 2000 — 2004
JD, Law
RBS Markets & International Banking January 2011 - March 2015
UBS Investment Bank June 2008 - January 2011
Bear Stearns July 2007 - June 2008
Skills
Structured Products, Credit Derivatives, CLO, CDO, MBS, Residential Whole Loans, CDS, Structured Finance, Fixed Income, Capital Markets, Valuation, Trading Systems, NPL, Jumbos, Loans, Derivatives, Financial Modeling, Investment Banking, Bloomberg
Education
New York University 2004 — 2006
MS, Financial Engineering
UBS Investment Bank June 2015 - Present
Guotai Junan Securities Co., Ltd May 2014 - April 2015
Société Générale Asset Management December 2013 - January 2014
New Horizon Capital June 2013 - August 2013
CICC 2013 - 2013
Guosen Securities May 2012 - June 2012
Shenzhen Capital Group Co., Ltd December 2011 - January 2012
Cisco China Research&Development Center June 2011 - August 2011
Skills
R, Matlab, Financial Modeling, Mandarin, Venture Capital
Education
New York University 2014 — 2015
Master of Arts (M.A.)
Rice University 2011 — 2014
National University of Singapore 2012 — 2012
Exchange program
Stonepeak Infrastructure Partners August 2015 - Present
UBS Investment Bank July 2014 - July 2015
ADN Capital Ventures, Inc. April 2013 - March 2014
Bechtel Oil, Gas, & Chemicals June 2013 - August 2013
ATHENA SA GREECE July 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Project Finance, Renewable Energy, Market Research, Project Estimation, Analysis, Proposal Writing, Civil Engineering, Geotechnical Engineering, Energy, Construction Management, BIM, Finance, Valuation, Corporate Finance
Education
Stanford University 2012 — 2014
Master's Degree, Construction Engineering & Management
National Technical University of Athens 2007 — 2012
Undergraduate, Civil Engineering
Athens College 1995 — 2007
High School Diploma
UBS Investment Bank April 2014 - Present
UBS Investment Bank December 2009 - March 2014
UBS Investment Bank January 2007 - December 2009
UBS Investment Bank June 2000 - December 2006
PwC January 1999 - June 2000
PwC January 1997 - December 1998
Education
New York University 1994 — 1996
Bachelor of Applied Science (BASc), Accounting and Finance
Southern Connecticut State University 1992 — 1994
New Holland Capital May 2015 - Present
UBS January 2010 - August 2014
UBS Investment Bank 2006 - 2010
Skills
Investment Banking, Derivatives, Fixed Income, Structured Products, Financial Modeling, Equities, Bloomberg, Valuation, Structured Finance
Education
New York University 2013 — 2015
Master’s Degree, Behavioral Finance, 4.0
Wharton Business School 2002 — 2006
Bachelor of Science (BS), Accounting and Finance
Goldman Sachs February 2008 - Present
UBS Investment Bank May 2007 - August 2007
Wipro Technologies July 2004 - May 2006
Skills
Quantitive Risk Analysis
Education
NYU 2006 — 2007
Master's degree, Financial Mathematics
University of Mumbai 2000 — 2004
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Bank of America April 2014 - Present
Morgan Stanley April 2010 - April 2014
UBS Investment Bank February 2007 - April 2010
Goldman Sachs August 2001 - February 2007
Credit Suisse April 2001 - August 2001
J.P. Morgan May 1998 - March 2001
Education
New Jersey Institute of Technology 1995 — 1998
Master of Science (M.S.), Computer and Information Sciences and Support Services
P.V.P.I.T, Budhgaon 1990 — 1994
Bachelor's degree, Instrumentation Engineering
Freddie Mac, Modeling and Methods August 2012 - Present
UBS Investment Bank January 2009 - August 2012
UBS Investment Bank April 2005 - December 2008
CPR & CDR Technologies Inc April 2004 - April 2005
Wells Fargo Home Mortgage January 2002 - April 2004
Merrill Lynch January 1986 - December 2001
Kidder, Peabody & Co June 1984 - August 1984
The Hong Kong Polytechnic University January 1979 - June 1979
Skills
Swaps, Fixed Income, Bloomberg, Derivatives, FX Options, Corporate Finance, Financial Structuring, Equity Swaps, M&A experience, Sybase, Asset Managment, Stochastic Calculus, Finance, Investment Banking, Hedging, Financial Modeling, Risk Management, Asset Management, Management, Structured Products, Capital Markets, Credit Derivatives, Financial Risk, Valuation, Equities, Financial Analysis, Securities, Portfolio Management
Education
The University of Chicago Booth School of Business 1983 — 1985
Master of Business Administration (M.B.A.), Finance, General
University of Pennsylvania 1979 — 1983
Master of Arts (M.A.), Economics
University of London 1977 — 1978
Master of Science (MSc), Economics
National Taiwan University 1973 — 1977
Bachelor of Arts (B.A.), Economics
Self-employed IT ConsultantJPMorgan ChaseMarch 2010 - December 2012
UBS Investment Bank October 2008 - February 2010
Merrill Lynch November 2005 - September 2008
Cablevision December 1998 - October 2005
Education
New Jersey Institute of Technology
Master of Science (M.Sc.), Computer Systems Networking and Telecommunications
University of Moratuwa, Sri Lanka
Bachelor of Science (B.Sc.), Electronics and Telecommunication
UBS Investment Bank November 2012 - Present
UBS Investment Bank November 2004 - November 2012
Education
Nassau Community College
Associate's degree, Business Administration and Management, General
Morgan Stanley May 2007 - Present
UBS Investment Bank January 2006 - May 2007
Tavant Technologies January 2004 - January 2006
i2 Technologies July 2002 - January 2004
Skills
Java, Perl, Intex, Linux, sybase, Spring Framework, Tomcat, Lucene, JMS, Java Enterprise..., Sybase
Education
National Institute of Technology Calicut 1998 — 2002