UBS Investment Bank
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UBS Investment Bank Employees
Employee
Years
Job
Industry
Matthew Rathbone Matthew Rathbone's UBS Investment Bank Experience September 2006 - August 2007
Job Founder and CEO at Beekeeper Data
Industry Computer Software
Experience
Beekeeper Data July 2014 - Present
Shoutlet August 2013 - July 2014
foursquare November 2010 - August 2013
Drop.io May 2010 - October 2010
Threadneedle Asset Management August 2007 - June 2009
UBS Investment Bank September 2006 - August 2007
UBS Investment Bank September 2005 - September 2006
Skills
C#, Ruby, Ruby on Rails, Java, CSS, HTML, Hadoop, MongoDB, Analytics, Git, Python, Distributed Systems, MySQL, Subversion, SQL, C++
Education
New York University 2009 — 2011
M.S.
Northumbria University 2001 — 2005
LLB Law Exempting (Hons)
Beekeeper Data July 2014 - Present
Shoutlet August 2013 - July 2014
foursquare November 2010 - August 2013
Drop.io May 2010 - October 2010
Threadneedle Asset Management August 2007 - June 2009
UBS Investment Bank September 2006 - August 2007
UBS Investment Bank September 2005 - September 2006
Skills
C#, Ruby, Ruby on Rails, Java, CSS, HTML, Hadoop, MongoDB, Analytics, Git, Python, Distributed Systems, MySQL, Subversion, SQL, C++
Education
New York University 2009 — 2011
M.S.
Northumbria University 2001 — 2005
LLB Law Exempting (Hons)
Joe Gillis Joe Gillis's UBS Investment Bank Experience November 2004 - February 2012
Job M.S. Candidate at NYU Center for Global Affairs
Industry International Affairs
Experience
Wikistrat December 2014 - Present
Center for Global Affairs, New York University September 2014 - Present
Winterflood Securities November 2012 - May 2013
UBS Investment Bank November 2004 - February 2012
Charles Schwab Capital Markets (Acquired by UBS) April 2003 - November 2004
Charles Schwab April 2001 - March 2003
Charles Schwab November 1999 - April 2001
Skills
Trading, Equities, Equity Trading, Investments, Financial Markets, Options, Trading Systems, Capital Markets, Electronic Trading, International..., International Trading, Foreign Currency, Series 63, Series 7, Bloomberg, Hedge Funds, Fixed Income, Middle Office, Risk Management, Editing, Writing, Research, International Relations, Policy Analysis, Public Speaking, Data Analysis, Statistics, Political Risk Analysis
Education
New York University 2013 — 2015
Master's Candidate, NYU Center for Global Affairs
Wright State University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance
Wikistrat December 2014 - Present
Center for Global Affairs, New York University September 2014 - Present
Winterflood Securities November 2012 - May 2013
UBS Investment Bank November 2004 - February 2012
Charles Schwab Capital Markets (Acquired by UBS) April 2003 - November 2004
Charles Schwab April 2001 - March 2003
Charles Schwab November 1999 - April 2001
Skills
Trading, Equities, Equity Trading, Investments, Financial Markets, Options, Trading Systems, Capital Markets, Electronic Trading, International..., International Trading, Foreign Currency, Series 63, Series 7, Bloomberg, Hedge Funds, Fixed Income, Middle Office, Risk Management, Editing, Writing, Research, International Relations, Policy Analysis, Public Speaking, Data Analysis, Statistics, Political Risk Analysis
Education
New York University 2013 — 2015
Master's Candidate, NYU Center for Global Affairs
Wright State University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance
Susan Y. Yuan Susan Y. Yuan's UBS Investment Bank Experience September 2012 - Present
Job Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank September 2012 - Present
UBS Investment Bank June 2011 - August 2011
UBS Wealth Management February 2011 - May 2011
BH Wealth Management September 2010 - January 2011
AXA Equitable January 2010 - June 2010
Skills
Bloomberg Terminal, Portfolio Management, Investments, CRM, Analysis, Bloomberg, Financial Modeling, Valuation, Corporate Finance, Financial Analysis
Education
New York University 2008 — 2012
B.A., Mathematics, Economics
UBS Investment Bank September 2012 - Present
UBS Investment Bank June 2011 - August 2011
UBS Wealth Management February 2011 - May 2011
BH Wealth Management September 2010 - January 2011
AXA Equitable January 2010 - June 2010
Skills
Bloomberg Terminal, Portfolio Management, Investments, CRM, Analysis, Bloomberg, Financial Modeling, Valuation, Corporate Finance, Financial Analysis
Education
New York University 2008 — 2012
B.A., Mathematics, Economics
Guanting Li Guanting Li's UBS Investment Bank Experience June 2013 - August 2013
Job GTP at UBS Wealth Management Americas
Industry Financial Services
Experience
UBS Wealth Management August 2014 - Present
UBS Investment Bank June 2013 - August 2013
NYU Polytechnic School of Engineering September 2012 - May 2013
MTU Maintenance June 2012 - August 2012
Boeing Commercial Airplanes June 2011 - January 2012
Boeing Commercial Airplanes January 2011 - June 2011
University of Washington January 2010 - August 2010
Skills
Strategic Planning, Risk Management, Leadership, Product Development, Business Analysis, FinTech, Business Strategy, IT Strategy, Due Diligence, Data Analysis, Photography, Financial Planning, Global Mobility, User Experience Design, Data Visualization, Business Development, Capital Markets, Modern Portfolio Theory, Project Management, Swimming, Financial Analysis, VBA, Scrum, Final Cut Pro, Adobe Creative Suite, Agile Methodologies, Cross-cultural..., Strategic Negotiations, Value Investing, Event Planning, Microsoft Excel, Matlab, R, Java, Python, C++, HTML, CSS
Education
New York University 2012 — 2014
Master of Science (M.S.), Computer Engineering
University of Washington 2008 — 2012
Bachelor of Science (B.S.), Industrial Engineering
UBS Wealth Management August 2014 - Present
UBS Investment Bank June 2013 - August 2013
NYU Polytechnic School of Engineering September 2012 - May 2013
MTU Maintenance June 2012 - August 2012
Boeing Commercial Airplanes June 2011 - January 2012
Boeing Commercial Airplanes January 2011 - June 2011
University of Washington January 2010 - August 2010
Skills
Strategic Planning, Risk Management, Leadership, Product Development, Business Analysis, FinTech, Business Strategy, IT Strategy, Due Diligence, Data Analysis, Photography, Financial Planning, Global Mobility, User Experience Design, Data Visualization, Business Development, Capital Markets, Modern Portfolio Theory, Project Management, Swimming, Financial Analysis, VBA, Scrum, Final Cut Pro, Adobe Creative Suite, Agile Methodologies, Cross-cultural..., Strategic Negotiations, Value Investing, Event Planning, Microsoft Excel, Matlab, R, Java, Python, C++, HTML, CSS
Education
New York University 2012 — 2014
Master of Science (M.S.), Computer Engineering
University of Washington 2008 — 2012
Bachelor of Science (B.S.), Industrial Engineering
Suqi Fiona Yang's UBS Investment Bank Experience June 2013 - August 2013
Job Assistant Editor at Size Media/Magazine Events/PR/Legal
Industry Sports
Experience
SocialCode February 2015 - Present
New York University, Undergraduate Admissions Office November 2014 - March 2015
Size Media/Magazine June 2014 - January 2015
BOCO Inter-Telecom May 2014 - July 2014
UBS Investment Bank June 2013 - August 2013
Street Football World May 2013 - August 2013
Beijing Foreign Studies University Waiyan Training Centre June 2012 - August 2012
Skills
Chinese, English, Spanish, Research, Microsoft Excel, Data Analysis, Social Media, Sports Management, Sports Law
Education
New York University 2012 — 2016
Bachelor of Science (BS), Sports Management, Spanish, Mathematics
New York University in Madrid 2014 — 2014
Intermediate Spanish
The Hockaday School 2010 — 2012
High School
SocialCode February 2015 - Present
New York University, Undergraduate Admissions Office November 2014 - March 2015
Size Media/Magazine June 2014 - January 2015
BOCO Inter-Telecom May 2014 - July 2014
UBS Investment Bank June 2013 - August 2013
Street Football World May 2013 - August 2013
Beijing Foreign Studies University Waiyan Training Centre June 2012 - August 2012
Skills
Chinese, English, Spanish, Research, Microsoft Excel, Data Analysis, Social Media, Sports Management, Sports Law
Education
New York University 2012 — 2016
Bachelor of Science (BS), Sports Management, Spanish, Mathematics
New York University in Madrid 2014 — 2014
Intermediate Spanish
The Hockaday School 2010 — 2012
High School
Kathleen Lynn Kathleen Lynn's UBS Investment Bank Experience September 1996 - August 2006
Job Compliance Analyst, Surveillance, Employee Monitoring, Regulatory Oversight Looking for that next opportunity
Industry Financial Services
Experience
Barclays May 2014 - May 2015
Compliance Admin, LLC - NY March 2013 - December 2013
UBS FINANCIAL: Weehawken, NJ September 2006 - November 2012
UBS Investment Bank September 1996 - August 2006
PaineWebber UBS January 2000 - January 2006
Skills
Trading, Equities, Options, Finance, Financial Services, Investment Banking, Securities, FINRA, AML, Fixed Income, Capital Markets, Management, Financial Risk, Investments, Leadership, Settlement, Wealth Management, Bloomberg, Banking, Derivatives, Back Office, Portfolio Management, Trading Systems, Financial Markets, Investment Advisory, Due Diligence, Private Equity, Series 24, Mutual Funds, Relationship Management, Electronic Trading, Prime Brokerage, Asset Management, Asset Managment, Financial Modeling, Corporate Finance, Bonds, ETFs, Process Improvement, KYC, Credit, Financial Analysis, Financial Advisory, Anti Money Laundering, Cash Management, Risk Management, Alternative Investments, Compliance Reviews,...
Education
New York University
Bachelor's degree, Pre-Law Studies
New York University
Business/Managerial Economics
Barclays May 2014 - May 2015
Compliance Admin, LLC - NY March 2013 - December 2013
UBS FINANCIAL: Weehawken, NJ September 2006 - November 2012
UBS Investment Bank September 1996 - August 2006
PaineWebber UBS January 2000 - January 2006
Skills
Trading, Equities, Options, Finance, Financial Services, Investment Banking, Securities, FINRA, AML, Fixed Income, Capital Markets, Management, Financial Risk, Investments, Leadership, Settlement, Wealth Management, Bloomberg, Banking, Derivatives, Back Office, Portfolio Management, Trading Systems, Financial Markets, Investment Advisory, Due Diligence, Private Equity, Series 24, Mutual Funds, Relationship Management, Electronic Trading, Prime Brokerage, Asset Management, Asset Managment, Financial Modeling, Corporate Finance, Bonds, ETFs, Process Improvement, KYC, Credit, Financial Analysis, Financial Advisory, Anti Money Laundering, Cash Management, Risk Management, Alternative Investments, Compliance Reviews,...
Education
New York University
Bachelor's degree, Pre-Law Studies
New York University
Business/Managerial Economics
Carmen Gota Carmen Gota's UBS Investment Bank Experience June 2015 - August 2015
Job Incoming Investment Banking Summer Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank June 2015 - August 2015
KKR September 2014 - April 2015
Candlewood Investment Group, LP June 2014 - August 2014
Merrill Lynch September 2013 - December 2013
Vox Clara Group, LLC June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, English, Event Planning, Time Management, Data Analysis
Education
New York University 2012 — 2016
Bachelor of Science (B.Sc.), Finance
UBS Investment Bank June 2015 - August 2015
KKR September 2014 - April 2015
Candlewood Investment Group, LP June 2014 - August 2014
Merrill Lynch September 2013 - December 2013
Vox Clara Group, LLC June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, English, Event Planning, Time Management, Data Analysis
Education
New York University 2012 — 2016
Bachelor of Science (B.Sc.), Finance
Vittoria Varalli Vittoria Varalli's UBS Investment Bank Experience July 2014 - November 2014
Job Consultant at The Boston Consulting Group
Industry Law Practice
Experience
The Boston Consulting Group August 2015 - Present
Pink Pearl Foundation 2012 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates January 2011 - June 2015
UBS Investment Bank July 2014 - November 2014
Rethink Breast Cancer March 2014 - October 2014
Camp Quality Canada January 2010 - June 2012
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 2009 - August 2009
Osgoode Hall Law School April 2008 - November 2008
Osgoode Hall Law School March 2008 - April 2008
Wilfrid Laurier University 2006 - 2007
Skills
Legal Research, Legal Writing, Research, Corporate Law, Due Diligence, Corporate Finance, Securities, Auditing
Education
York University - Osgoode Hall Law School 2007 — 2010
JD
New York University School of Law 2009 — 2009
Wilfrid Laurier University, Waterloo 2003 — 2007
BBA
The Boston Consulting Group August 2015 - Present
Pink Pearl Foundation 2012 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates January 2011 - June 2015
UBS Investment Bank July 2014 - November 2014
Rethink Breast Cancer March 2014 - October 2014
Camp Quality Canada January 2010 - June 2012
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 2009 - August 2009
Osgoode Hall Law School April 2008 - November 2008
Osgoode Hall Law School March 2008 - April 2008
Wilfrid Laurier University 2006 - 2007
Skills
Legal Research, Legal Writing, Research, Corporate Law, Due Diligence, Corporate Finance, Securities, Auditing
Education
York University - Osgoode Hall Law School 2007 — 2010
JD
New York University School of Law 2009 — 2009
Wilfrid Laurier University, Waterloo 2003 — 2007
BBA
Neil Azous Neil Azous's UBS Investment Bank Experience January 2004 - March 2008
Job Founder | Managing Member at Rareview Macro
Industry Financial Services
Experience
Rareview Macro LLC May 2013 - Present
Navigate Advisors LLC April 2008 - May 2013
UBS Investment Bank January 2004 - March 2008
Donaldson, Lufkin & Jenrette (CSFB) July 2001 - December 2003
Goldman Sachs March 1998 - March 2001
Skills
Portfolio Management, Risk Management, Idea Generation, Investment Advisory, Model Portfolios, Trading, Foreign Exchange, Fixed Income, Commodity Markets, Equities, Equity Derivatives, Credit Derivatives, FX Derivatives, Interest Rate..., Hedge Funds, Mutual Funds, Family Office, Pension Funds, Central Banks, Investment Strategies, Institutional..., Asset Allocation, Structured Products, Swaps, Currency, Alternative Investments, Derivatives
Education
University of Washington
Bachelor of Arts (B.A.), Business Administration and Management, General
New York University
Completed graduate coursework for Master of Science of Real Estate, Development
Singapore American School
High School Diploma
Rareview Macro LLC May 2013 - Present
Navigate Advisors LLC April 2008 - May 2013
UBS Investment Bank January 2004 - March 2008
Donaldson, Lufkin & Jenrette (CSFB) July 2001 - December 2003
Goldman Sachs March 1998 - March 2001
Skills
Portfolio Management, Risk Management, Idea Generation, Investment Advisory, Model Portfolios, Trading, Foreign Exchange, Fixed Income, Commodity Markets, Equities, Equity Derivatives, Credit Derivatives, FX Derivatives, Interest Rate..., Hedge Funds, Mutual Funds, Family Office, Pension Funds, Central Banks, Investment Strategies, Institutional..., Asset Allocation, Structured Products, Swaps, Currency, Alternative Investments, Derivatives
Education
University of Washington
Bachelor of Arts (B.A.), Business Administration and Management, General
New York University
Completed graduate coursework for Master of Science of Real Estate, Development
Singapore American School
High School Diploma
David T. Ridley David T. Ridley's UBS Investment Bank Experience January 2009 - April 2013
Job Vice President, Compensation & HR Business Analytics at Morgan Stanley Wealth Management
Industry Human Resources
Experience
Morgan Stanley Wealth Management April 2013 - Present
UBS Investment Bank January 2009 - April 2013
Citi Global Wealth Management January 2007 - January 2009
Voicentric June 2006 - January 2007
Shanghai Foreign Language School September 2005 - May 2006
Grorud Engineering July 2004 - September 2004
IES Albarregas September 2003 - May 2004
Skills
Human Resources, Deferred Compensation, HRIS, Data Analysis, Analysis, Business Objects, Business Analysis, CRM, Organizational..., Compensation Strategies, Analytics, Project Management, Microsoft Excel, Sales Compensation, Workday, Budget Forecasts, Employee Training
Education
New York University 2012 — 2015
Master’s Degree, Human Resource Management & Development
University of Newcastle-upon-Tyne 2000 — 2005
Bachelor of Arts (B.A.), Spanish & Linguistics
Morgan Stanley Wealth Management April 2013 - Present
UBS Investment Bank January 2009 - April 2013
Citi Global Wealth Management January 2007 - January 2009
Voicentric June 2006 - January 2007
Shanghai Foreign Language School September 2005 - May 2006
Grorud Engineering July 2004 - September 2004
IES Albarregas September 2003 - May 2004
Skills
Human Resources, Deferred Compensation, HRIS, Data Analysis, Analysis, Business Objects, Business Analysis, CRM, Organizational..., Compensation Strategies, Analytics, Project Management, Microsoft Excel, Sales Compensation, Workday, Budget Forecasts, Employee Training
Education
New York University 2012 — 2015
Master’s Degree, Human Resource Management & Development
University of Newcastle-upon-Tyne 2000 — 2005
Bachelor of Arts (B.A.), Spanish & Linguistics
Jasmine Greene Jasmine Greene's UBS Investment Bank Experience January 2014 - Present
Job Executive Assistant at UBS Investment Bank
Industry Online Media
Experience
UBS Investment Bank January 2014 - Present
Luminosity Mobile June 2012 - Present
Disney Interactive/Babble October 2011 - November 2013
Abydos Online September 2011 - April 2013
Delicatessen April 2009 - October 2011
New York Observer October 2007 - May 2008
Skills
Social Media, Creative Writing, Community Development, Project Management, Game Design, Blogging, Web Content Management, SEO copywriting, Microsoft Office 2007, Online Advertising, Editing, Social Media Marketing, Online Gaming, Storytelling, Game Development, Photoshop, Publishing, Microsoft Office
Education
New York University 2002 — 2006
Bachelor of Arts (B.A.), Anthropology
New York University 2002 — 2006
Bachelor's degree, Anthropology
UBS Investment Bank January 2014 - Present
Luminosity Mobile June 2012 - Present
Disney Interactive/Babble October 2011 - November 2013
Abydos Online September 2011 - April 2013
Delicatessen April 2009 - October 2011
New York Observer October 2007 - May 2008
Skills
Social Media, Creative Writing, Community Development, Project Management, Game Design, Blogging, Web Content Management, SEO copywriting, Microsoft Office 2007, Online Advertising, Editing, Social Media Marketing, Online Gaming, Storytelling, Game Development, Photoshop, Publishing, Microsoft Office
Education
New York University 2002 — 2006
Bachelor of Arts (B.A.), Anthropology
New York University 2002 — 2006
Bachelor's degree, Anthropology
Katy Soudmand Katy Soudmand's UBS Investment Bank Experience January 2010 - September 2011
Job Director at Wells Fargo Securities
Industry Legal Services
Experience
Wells Fargo Securities January 2015 - Present
Morgan Stanley November 2011 - December 2014
UBS Investment Bank January 2010 - September 2011
UBS Investment Bank June 2006 - September 2011
UBS Investment Bank June 2006 - September 2011
UBS Investment Bank June 2006 - September 2011
UBS Investment Bank 2006 - September 2011
UBS January 2010 - September 2010
WEIL September 2000 - May 2006
WEIL September 2000 - May 2006
Skills
Structured Finance, Securities, Derivatives, ISDA, Structured Products, Securities Regulation, Credit Derivatives, Cross-border..., Securitization, Fixed Income, ABS, Financial Structuring, Corporate Law, Capital Markets
Education
New York University School of Law 1999 — 2000
LL.M, Corporate Law
New York University School of Law
LL.M, Corporate Law
New York University School of Law
LL.M, Corporate Law
New York University School of Law 1999 — 1999
L.L.M, Law
UNIVERSITY OF GENEVA LAW FACULTY
Masters, International Private Law; International Commercial Transactions
UNIVERSITY OF GENEVA LAW FACULTY
Masters, International Private Law; International Commercial Transactions
UNIVERSITY OF GENEVA LAW FACULTY
Masters, International Private Law; International Commercial Transactions
UNIVERSITY OF GENEVA LAW FACULTY
Law Degree (Licence, en droit
UNIVERSITY OF GENEVA LAW FACULTY
Law Degree (Licence, en droit
UNIVERSITY OF GENEVA LAW FACULTY
Law Degree (Licence, en droit
Wells Fargo Securities January 2015 - Present
Morgan Stanley November 2011 - December 2014
UBS Investment Bank January 2010 - September 2011
UBS Investment Bank June 2006 - September 2011
UBS Investment Bank June 2006 - September 2011
UBS Investment Bank June 2006 - September 2011
UBS Investment Bank 2006 - September 2011
UBS January 2010 - September 2010
WEIL September 2000 - May 2006
WEIL September 2000 - May 2006
Skills
Structured Finance, Securities, Derivatives, ISDA, Structured Products, Securities Regulation, Credit Derivatives, Cross-border..., Securitization, Fixed Income, ABS, Financial Structuring, Corporate Law, Capital Markets
Education
New York University School of Law 1999 — 2000
LL.M, Corporate Law
New York University School of Law
LL.M, Corporate Law
New York University School of Law
LL.M, Corporate Law
New York University School of Law 1999 — 1999
L.L.M, Law
UNIVERSITY OF GENEVA LAW FACULTY
Masters, International Private Law; International Commercial Transactions
UNIVERSITY OF GENEVA LAW FACULTY
Masters, International Private Law; International Commercial Transactions
UNIVERSITY OF GENEVA LAW FACULTY
Masters, International Private Law; International Commercial Transactions
UNIVERSITY OF GENEVA LAW FACULTY
Law Degree (Licence, en droit
UNIVERSITY OF GENEVA LAW FACULTY
Law Degree (Licence, en droit
UNIVERSITY OF GENEVA LAW FACULTY
Law Degree (Licence, en droit
Harri Kwok Harri Kwok's UBS Investment Bank Experience August 2010 - September 2013
Job Technical Engineer at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters September 2013 - Present
UBS Investment Bank August 2010 - September 2013
Agio August 2010 - September 2013
Cornick, Garber & Sandler, LLP March 2009 - August 2010
Bloomberg LP April 2007 - October 2008
Education
New York University - Polytechnic School of Engineering 1999 — 2003
BS, Electrical Engineering
Thomson Reuters September 2013 - Present
UBS Investment Bank August 2010 - September 2013
Agio August 2010 - September 2013
Cornick, Garber & Sandler, LLP March 2009 - August 2010
Bloomberg LP April 2007 - October 2008
Education
New York University - Polytechnic School of Engineering 1999 — 2003
BS, Electrical Engineering
Isaac Koyfman Isaac Koyfman's UBS Investment Bank Experience 2005 - 2008
Job General Counsel | Inhouse | Finance and Lending | Banking Regulations | Knowledge Lawyer | PSL | Compliance
Industry Law Practice
Experience
White & Case January 2011 - January 2015
UBS Investment Bank 2005 - 2008
WestLB 2002 - 2004
Milbank, Tweed, Hadley & McCloy LLP 1996 - 2002
Skills
Structured Finance, Banking Law, Leveraged Finance, Corporate Finance, Mergers & Acquisitions, Corporate Law, Capital Markets, Securitization, Financial Structuring, Private Equity, Restructuring, Mergers, Project Finance, Asset Based Lending, Syndications, Due Diligence, Derivatives, Finance, Securities, Securities Regulation, Joint Ventures, Cross-border..., Knowledge Management
Education
New York University School of Law 1993 — 1996
J.D., International and Corporate Law
Yeshiva University 1991 — 1993
B.S., Biology; Associate Degree in Jewish Studies
White & Case January 2011 - January 2015
UBS Investment Bank 2005 - 2008
WestLB 2002 - 2004
Milbank, Tweed, Hadley & McCloy LLP 1996 - 2002
Skills
Structured Finance, Banking Law, Leveraged Finance, Corporate Finance, Mergers & Acquisitions, Corporate Law, Capital Markets, Securitization, Financial Structuring, Private Equity, Restructuring, Mergers, Project Finance, Asset Based Lending, Syndications, Due Diligence, Derivatives, Finance, Securities, Securities Regulation, Joint Ventures, Cross-border..., Knowledge Management
Education
New York University School of Law 1993 — 1996
J.D., International and Corporate Law
Yeshiva University 1991 — 1993
B.S., Biology; Associate Degree in Jewish Studies
Jeff Woda Jeff Woda's UBS Investment Bank Experience August 2010 - September 2011
Job Adjunct Professor New York Institute of Finance
Industry Investment Banking
Experience
Scotiabank Global Banking and Markets November 2012 - January 2014
UBS Investment Bank August 2010 - September 2011
UBS Investment Bank January 2001 - August 2010
UBS Investment Bank May 1998 - December 2000
SBC Warburg July 1995 - April 1998
Progressive Brick Company August 1987 - September 1993
Kolossa August 1986 - August 1987
Celine Natural Cosmetics September 1985 - November 1986
Firma Frima August 1984 - August 1986
Skills
Swaps, Trading, FX, Currency, Rates, Global Teams, Management, Risk Management, FX Options, Options, Fixed Income, Derivatives, Interest Rate..., Bloomberg, Commodity, Portfolio Management, Financial Risk, Structured Products, Hedging, Bonds, Foreign Exchange, Trading Systems, Financial Markets, Capital Markets, Market Risk, Electronic Trading, Hedge Funds, FX trading, Investment Banking, Quantitative Finance, Credit Derivatives, Team Leadership, Equity Trading, Structured Finance, Finance, Financial Modeling, FX Trading, Teaching, Real Estate
Education
New York University 1993 — 1995
BA - suma cum laude, Finance - Marketing, 3.9
Scotiabank Global Banking and Markets November 2012 - January 2014
UBS Investment Bank August 2010 - September 2011
UBS Investment Bank January 2001 - August 2010
UBS Investment Bank May 1998 - December 2000
SBC Warburg July 1995 - April 1998
Progressive Brick Company August 1987 - September 1993
Kolossa August 1986 - August 1987
Celine Natural Cosmetics September 1985 - November 1986
Firma Frima August 1984 - August 1986
Skills
Swaps, Trading, FX, Currency, Rates, Global Teams, Management, Risk Management, FX Options, Options, Fixed Income, Derivatives, Interest Rate..., Bloomberg, Commodity, Portfolio Management, Financial Risk, Structured Products, Hedging, Bonds, Foreign Exchange, Trading Systems, Financial Markets, Capital Markets, Market Risk, Electronic Trading, Hedge Funds, FX trading, Investment Banking, Quantitative Finance, Credit Derivatives, Team Leadership, Equity Trading, Structured Finance, Finance, Financial Modeling, FX Trading, Teaching, Real Estate
Education
New York University 1993 — 1995
BA - suma cum laude, Finance - Marketing, 3.9
David Kelley David Kelley's UBS Investment Bank Experience 2001 - 2008
Job Fixed Income at Mayfair Capital
Industry Financial Services
Experience
Mayfair Capital 2008 - Present
UBS Investment Bank 2001 - 2008
J.P. Morgan 1991 - 2001
Bear Stearns 1987 - 1991
Skills
Fixed Income, Structured Products, ABS, High Yield, CMBS, Interest Rate..., Trading, Credit Derivatives, Structured Finance, Swaps, Institutional..., Hedge Funds, Investments, CDS, CDO, Bloomberg, Financial Structuring, Residential Mortgages, Portfolio Management, Equity Derivatives, Capital Markets, Asset Management, Bonds, Alternative Investments, Credit, Investment Banking, Risk Management, Securitization, Corporates, Securities, Derivatives, Equities, Credit Risk, MBS, Electronic Trading, Emerging Markets, FX Options, Financial Markets, Fund Of Funds, Hedging, Leveraged Finance, Market Risk, Options, Prime Brokerage, Private Equity, Proprietary Trading, Series 7, Special Situations, Valuation, CLO
Education
New York University
The Hotchkiss School
Mayfair Capital 2008 - Present
UBS Investment Bank 2001 - 2008
J.P. Morgan 1991 - 2001
Bear Stearns 1987 - 1991
Skills
Fixed Income, Structured Products, ABS, High Yield, CMBS, Interest Rate..., Trading, Credit Derivatives, Structured Finance, Swaps, Institutional..., Hedge Funds, Investments, CDS, CDO, Bloomberg, Financial Structuring, Residential Mortgages, Portfolio Management, Equity Derivatives, Capital Markets, Asset Management, Bonds, Alternative Investments, Credit, Investment Banking, Risk Management, Securitization, Corporates, Securities, Derivatives, Equities, Credit Risk, MBS, Electronic Trading, Emerging Markets, FX Options, Financial Markets, Fund Of Funds, Hedging, Leveraged Finance, Market Risk, Options, Prime Brokerage, Private Equity, Proprietary Trading, Series 7, Special Situations, Valuation, CLO
Education
New York University
The Hotchkiss School
Christian Thomas's UBS Investment Bank Experience August 2012 - Present
Job Software Engineer (GTP) at UBS Investment Bank
Industry Computer Software
Experience
UBS Investment Bank August 2012 - Present
Polytechnic Institute of New York University June 2010 - May 2012
Polytechnic Institute of New York University June 2009 - May 2012
ING Investment Management May 2011 - August 2011
Skills
SQL, Leadership, Software Development, Entrepreneurship, Project Planning, C++, Java, Microsoft Office, HTML, Engineering, Data Analysis, Research
Education
Polytechnic University 2008 — 2012
B.S., Computer Science
UBS Investment Bank August 2012 - Present
Polytechnic Institute of New York University June 2010 - May 2012
Polytechnic Institute of New York University June 2009 - May 2012
ING Investment Management May 2011 - August 2011
Skills
SQL, Leadership, Software Development, Entrepreneurship, Project Planning, C++, Java, Microsoft Office, HTML, Engineering, Data Analysis, Research
Education
Polytechnic University 2008 — 2012
B.S., Computer Science
Christine Curtin Christine Curtin's UBS Investment Bank Experience September 1999 - September 2001
Job Corporate Communications at KPMG
Industry Financial Services
Experience
KPMG November 2012 - Present
Barclays November 2006 - November 2012
US Army August 2005 - November 2006
Meredith CBS Corporation March 2004 - June 2005
CNN November 2001 - March 2003
UBS Investment Bank September 1999 - September 2001
Skills
Financial Markets, Strategic Public..., Marketing Communications, Research, Investment Banking, Editing, Event Management, Outlook, PowerPoint, Microsoft Excel, Public Affairs, Public Relations, Media, Broadcast Journalism
Education
New York University 2000 — 2002
Master of Arts (M.A.), Communication, Journalism, and Related Programs
Providence College 1995 — 1999
Bachelor of Science (B.S.), Finance and Financial Management Services
KPMG November 2012 - Present
Barclays November 2006 - November 2012
US Army August 2005 - November 2006
Meredith CBS Corporation March 2004 - June 2005
CNN November 2001 - March 2003
UBS Investment Bank September 1999 - September 2001
Skills
Financial Markets, Strategic Public..., Marketing Communications, Research, Investment Banking, Editing, Event Management, Outlook, PowerPoint, Microsoft Excel, Public Affairs, Public Relations, Media, Broadcast Journalism
Education
New York University 2000 — 2002
Master of Arts (M.A.), Communication, Journalism, and Related Programs
Providence College 1995 — 1999
Bachelor of Science (B.S.), Finance and Financial Management Services
James Santomier's UBS Investment Bank Experience 1994 - 2003
Job Director Alliances at CallidusCloud
Industry Information Technology and Services
Experience
CallidusCloud January 2014 - Present
CallidusCloud August 2012 - January 2014
CallidusCloud May 2011 - August 2012
Mimeo, Inc. February 2005 - May 2011
SportBusiness Group 2003 - 2005
UBS Investment Bank 1994 - 2003
Skills
Account Management, Sales Management, Selling, Strategy, Solution Selling, E-commerce, Competitive Analysis, Lead Generation, Start-ups, New Business Development, Direct Sales, Leadership, Sales, Coaching, Training, Salesforce.com, Business Development, Organizational..., Cross-functional Team..., Sales Operations, Sales Process, Business Process..., SaaS, Strategic Planning, International Sales, Business Strategy, Marketing, Business Intelligence, Strategic Partnerships, Solution Implementation, Channel Partners, Partner Management, Partnerships, Investment Banking, Change Management, Project Management, Market Analysis, Networking, Contract Negotiation, Organization, Onboarding, Consulting, Business Advisory, Sales Presentations, Global Business..., Global Strategy, Global Marketing, Global Delivery, Cloud Computing, International...
Education
New York University
CallidusCloud January 2014 - Present
CallidusCloud August 2012 - January 2014
CallidusCloud May 2011 - August 2012
Mimeo, Inc. February 2005 - May 2011
SportBusiness Group 2003 - 2005
UBS Investment Bank 1994 - 2003
Skills
Account Management, Sales Management, Selling, Strategy, Solution Selling, E-commerce, Competitive Analysis, Lead Generation, Start-ups, New Business Development, Direct Sales, Leadership, Sales, Coaching, Training, Salesforce.com, Business Development, Organizational..., Cross-functional Team..., Sales Operations, Sales Process, Business Process..., SaaS, Strategic Planning, International Sales, Business Strategy, Marketing, Business Intelligence, Strategic Partnerships, Solution Implementation, Channel Partners, Partner Management, Partnerships, Investment Banking, Change Management, Project Management, Market Analysis, Networking, Contract Negotiation, Organization, Onboarding, Consulting, Business Advisory, Sales Presentations, Global Business..., Global Strategy, Global Marketing, Global Delivery, Cloud Computing, International...
Education
New York University
Alex Meved Alex Meved's UBS Investment Bank Experience April 2003 - November 2010
Job Director Network Engineering at TD
Industry Telecommunications
Experience
TD May 2015 - Present
AT&T @ UBS October 2010 - May 2015
UBS Investment Bank April 2003 - November 2010
Thrupoint November 2000 - April 2003
JP Morgan July 1998 - November 2000
Skills
Data Center, Cisco Technologies, Disaster Recovery, Network Security, Juniper, ITIL, IT Strategy, Vendor Management, Security, IT Management, Firewalls, Infrastructure, Virtualization, Routing, Network Design, IT Operations, Unix, IT Service Management, WAN, Network Engineering, Cloud Computing, Information Security..., BGP, OSPF, Enterprise Architecture, Network Architecture, VoIP, Switches, DNS, Information Technology, Telecommunications, Troubleshooting, Integration, VPN, Networking
Education
Pace University 1998 — 2001
MBA, Information Systems
New York University - Polytechnic School of Engineering 1993 — 1997
BS, Mechanical Engineering
TD May 2015 - Present
AT&T @ UBS October 2010 - May 2015
UBS Investment Bank April 2003 - November 2010
Thrupoint November 2000 - April 2003
JP Morgan July 1998 - November 2000
Skills
Data Center, Cisco Technologies, Disaster Recovery, Network Security, Juniper, ITIL, IT Strategy, Vendor Management, Security, IT Management, Firewalls, Infrastructure, Virtualization, Routing, Network Design, IT Operations, Unix, IT Service Management, WAN, Network Engineering, Cloud Computing, Information Security..., BGP, OSPF, Enterprise Architecture, Network Architecture, VoIP, Switches, DNS, Information Technology, Telecommunications, Troubleshooting, Integration, VPN, Networking
Education
Pace University 1998 — 2001
MBA, Information Systems
New York University - Polytechnic School of Engineering 1993 — 1997
BS, Mechanical Engineering
Shravan Muthe Shravan Muthe's UBS Investment Bank Experience February 2011 - June 2013
Job Application Developer at Goldman Sachs & Co
Industry Computer Software
Experience
Goldman Sachs July 2013 - Present
UBS Investment Bank February 2011 - June 2013
Polytechnic Institute of NYU September 2009 - December 2010
UBS Investment Bank June 2010 - August 2010
Novatec GmbH February 2008 - June 2008
Reutlingen University July 2007 - November 2007
Electronics Corporation of India Limited June 2006 - July 2006
Skills
C#, WPF, XAML, AngularJS, JavaScript, HTML, Java, OOP, MySQL, Web Applications, C++, C, PHP, CSS, Perl, Python, PL/SQL, Databases, Tortoise SVN, Programming Languages, Microsoft Office, Dreamweaver, Photoshop, Unix Shell Scripting, JIRA, Node.js, SCSS
Education
Polytechnic University 2009 — 2011
MS, Computer Science
Vasavi College of Engineering 2004 — 2009
B.E, Computer Science Engineering
CFA Institute, USA
CFA Level 1, Finance
Goldman Sachs July 2013 - Present
UBS Investment Bank February 2011 - June 2013
Polytechnic Institute of NYU September 2009 - December 2010
UBS Investment Bank June 2010 - August 2010
Novatec GmbH February 2008 - June 2008
Reutlingen University July 2007 - November 2007
Electronics Corporation of India Limited June 2006 - July 2006
Skills
C#, WPF, XAML, AngularJS, JavaScript, HTML, Java, OOP, MySQL, Web Applications, C++, C, PHP, CSS, Perl, Python, PL/SQL, Databases, Tortoise SVN, Programming Languages, Microsoft Office, Dreamweaver, Photoshop, Unix Shell Scripting, JIRA, Node.js, SCSS
Education
Polytechnic University 2009 — 2011
MS, Computer Science
Vasavi College of Engineering 2004 — 2009
B.E, Computer Science Engineering
CFA Institute, USA
CFA Level 1, Finance
Natalie Li's UBS Investment Bank Experience June 2015 - August 2015
Job Senior at New York University
Industry Financial Services
Experience
UBS Investment Bank June 2015 - August 2015
New York University September 2014 - May 2015
Wealth Management LLC May 2014 - August 2014
New York University February 2014 - May 2014
Hang Seng Bank July 2013 - August 2013
Hollister Co. 2011 - 2013
Skills
Data Analysis, Financial Statement..., Microsoft Office, Sales, Microsoft Word, Research, Facebook, Microsoft Excel, Leadership, Social Networking, Event Planning, Photoshop, Public Speaking, Economics, Financial Analysis, Marketing
Education
New York University 2012 — 2016
Bachelor of Arts (B.A.), Honors Economics
NYU Florence 2014 — 2014
Semester Abroad
Gibbs High School 2008 — 2012
UBS Investment Bank June 2015 - August 2015
New York University September 2014 - May 2015
Wealth Management LLC May 2014 - August 2014
New York University February 2014 - May 2014
Hang Seng Bank July 2013 - August 2013
Hollister Co. 2011 - 2013
Skills
Data Analysis, Financial Statement..., Microsoft Office, Sales, Microsoft Word, Research, Facebook, Microsoft Excel, Leadership, Social Networking, Event Planning, Photoshop, Public Speaking, Economics, Financial Analysis, Marketing
Education
New York University 2012 — 2016
Bachelor of Arts (B.A.), Honors Economics
NYU Florence 2014 — 2014
Semester Abroad
Gibbs High School 2008 — 2012
Mallika Iyer's UBS Investment Bank Experience 2008 - 2009
Job Senior Field Engineer @ Pivotal
Industry Computer Software
Experience
Pivotal Inc. 2013 - Present
Splunk 2013 - 2013
MarkLogic 2010 - 2013
Transcendent Endeavors 2009 - 2010
UBS Investment Bank 2008 - 2009
New York University 2007 - 2009
Federal Reserve Bank of India 2004 - 2006
Skills
Java, XML, Spring, C++, Unix, XQuery, MySQL, Web Services, Subversion, SQL, PHP, Linux, JSP, Ant, CSS, XSLT, Python, Web Applications, Oracle, Databases, Maven, Ruby on Rails, C, OOP, JavaScript, Agile Methodologies, Unix Shell Scripting, Eclipse, Java Enterprise Edition, Tomcat, Software Development, REST, AJAX, Windows, Object Oriented Design, Core Java, Shell Scripting, jQuery, XPath, JSON, Big Data, NoSQL, Cloud Computing, Mobile Applications, Hibernate, Android, Requirements Analysis, SOA, Struts, Perl
Education
New York University
M.S., Computer Science
University of Mumbai
B.E. (Honors), Major in Information Technology, Minor in Mathematics and Electronics
Pivotal Inc. 2013 - Present
Splunk 2013 - 2013
MarkLogic 2010 - 2013
Transcendent Endeavors 2009 - 2010
UBS Investment Bank 2008 - 2009
New York University 2007 - 2009
Federal Reserve Bank of India 2004 - 2006
Skills
Java, XML, Spring, C++, Unix, XQuery, MySQL, Web Services, Subversion, SQL, PHP, Linux, JSP, Ant, CSS, XSLT, Python, Web Applications, Oracle, Databases, Maven, Ruby on Rails, C, OOP, JavaScript, Agile Methodologies, Unix Shell Scripting, Eclipse, Java Enterprise Edition, Tomcat, Software Development, REST, AJAX, Windows, Object Oriented Design, Core Java, Shell Scripting, jQuery, XPath, JSON, Big Data, NoSQL, Cloud Computing, Mobile Applications, Hibernate, Android, Requirements Analysis, SOA, Struts, Perl
Education
New York University
M.S., Computer Science
University of Mumbai
B.E. (Honors), Major in Information Technology, Minor in Mathematics and Electronics
Peter Makris Peter Makris's UBS Investment Bank Experience 1997 - 2005
Job Compliance Officer Trading floor surveillance
Industry Investment Banking
Experience
Deutsche Bank August 2013 - Present
Deutsche Bank October 2011 - August 2013
Eastern Energy Procurement Group LLC 2010 - 2011
Spruce Private Investors 2009 - 2010
Newgate Capital Management LLC 2005 - 2008
UBS Investment Bank 1997 - 2005
HSBC 1994 - 1997
Citibank FSB 1992 - 1994
Skills
Equities, Settlements, Fixed Income, Hedge Funds, Middle Office, Client Services, Onboarding, portfolio administration, Investment Banking, Portfolio Management, Settlement, Trading, Financial Services, Bloomberg, Bonds, Alternative Investments, Swaps, Prime Brokerage, Securities, FX Options, Derivatives, Mutual Funds, Risk Management, Options, Emerging Markets, Private Equity, Capital Markets, Back Office, Financial Risk, Trading Systems, Asset Management, Financial Markets, Investments, Banking, Management, Finance, Due Diligence
Education
New York University 1988 — 1992
BA, Business Management
Iona Preparatory School 1984 — 1988
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Deutsche Bank August 2013 - Present
Deutsche Bank October 2011 - August 2013
Eastern Energy Procurement Group LLC 2010 - 2011
Spruce Private Investors 2009 - 2010
Newgate Capital Management LLC 2005 - 2008
UBS Investment Bank 1997 - 2005
HSBC 1994 - 1997
Citibank FSB 1992 - 1994
Skills
Equities, Settlements, Fixed Income, Hedge Funds, Middle Office, Client Services, Onboarding, portfolio administration, Investment Banking, Portfolio Management, Settlement, Trading, Financial Services, Bloomberg, Bonds, Alternative Investments, Swaps, Prime Brokerage, Securities, FX Options, Derivatives, Mutual Funds, Risk Management, Options, Emerging Markets, Private Equity, Capital Markets, Back Office, Financial Risk, Trading Systems, Asset Management, Financial Markets, Investments, Banking, Management, Finance, Due Diligence
Education
New York University 1988 — 1992
BA, Business Management
Iona Preparatory School 1984 — 1988
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Benjamin L. Kramer's UBS Investment Bank Experience August 2013 - March 2014
Job Account Manager at Moody's Analytics
Industry Financial Services
Experience
Moody's Analytics March 2014 - Present
UBS Investment Bank August 2013 - March 2014
UBS Investment Bank August 2011 - August 2013
UBS Wealth Management August 2010 - December 2010
EquiLend Holdings May 2010 - August 2010
United States Marine Corps 2002 - 2006
Skills
Equities, Credit Risk, Technical Analysis, Capital Markets, Relationship Management, Fixed Income, Relationship Building, Risk Management, Finance, Leadership, Credit, Loan Origination, Equity Derivatives, Commercial Real Estate, CMT Candidate, Financial Analysis, Credit Derivatives, Continuous Process..., Middle Office, Business Control, Thought Leadership, Operational Risk..., Offshore Management
Education
NYU 2009 — 2011
BA, Economics
Scottsdale Community College 2006 — 2008
Associate of Science (AS), Physiology, Pre-med
Moody's Analytics March 2014 - Present
UBS Investment Bank August 2013 - March 2014
UBS Investment Bank August 2011 - August 2013
UBS Wealth Management August 2010 - December 2010
EquiLend Holdings May 2010 - August 2010
United States Marine Corps 2002 - 2006
Skills
Equities, Credit Risk, Technical Analysis, Capital Markets, Relationship Management, Fixed Income, Relationship Building, Risk Management, Finance, Leadership, Credit, Loan Origination, Equity Derivatives, Commercial Real Estate, CMT Candidate, Financial Analysis, Credit Derivatives, Continuous Process..., Middle Office, Business Control, Thought Leadership, Operational Risk..., Offshore Management
Education
NYU 2009 — 2011
BA, Economics
Scottsdale Community College 2006 — 2008
Associate of Science (AS), Physiology, Pre-med
Sonia M. Ganess Araujo's UBS Investment Bank Experience September 2014 - Present
Job Trade Capture Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank September 2014 - Present
UBS Wealth Management August 2013 - September 2014
UBS Wealth Management June 2012 - August 2012
New York University September 2010 - May 2012
Aconsa S.A. de C.V. June 2009 - August 2009
British Airways June 2007 - August 2007
Skills
Microsoft Office, Data Analysis, PowerPoint, Research, Event Management, Microsoft Excel, Matlab, Project Management, Microsoft Word, Public Speaking
Education
New York University 2009 — 2013
BS, Business and Technology Management, Finance Concentration
St. Saviour High School
UBS Investment Bank September 2014 - Present
UBS Wealth Management August 2013 - September 2014
UBS Wealth Management June 2012 - August 2012
New York University September 2010 - May 2012
Aconsa S.A. de C.V. June 2009 - August 2009
British Airways June 2007 - August 2007
Skills
Microsoft Office, Data Analysis, PowerPoint, Research, Event Management, Microsoft Excel, Matlab, Project Management, Microsoft Word, Public Speaking
Education
New York University 2009 — 2013
BS, Business and Technology Management, Finance Concentration
St. Saviour High School
AnnMarie Valerio's UBS Investment Bank Experience March 2004 - August 2004
Job Compliance Recruiter at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. April 2013 - Present
Citi August 2012 - March 2013
Deutsche Bank April 2010 - July 2012
Independent Contractor June 2009 - October 2009
American Express July 2008 - January 2009
Double Rock Corporation (fka The Reserve) April 2007 - May 2008
BNP Paribas April 2006 - April 2007
Standard & Poor's September 2004 - April 2006
UBS Investment Bank March 2004 - August 2004
Atlas Air June 2003 - November 2003
Skills
Financial Services, Talent Acquisition, Executive Search, Recruiting, Interviews, Client Interfacing, Direct Sourcing, Pipeline Development, Candidate Assessment, Applicant Tracking..., LinkedIn Recruiter, Technical Recruiting, CRM, Sourcing, Human Resources, HRIS, Employee Benefits, Screening, Deferred Compensation, Taleo, Hiring, Employee Relations, PeopleSoft, Internet Recruiting, Building Relationships, College Recruiting, Management, Talent Management, Onboarding, Strategy, Leadership
Education
New York University
Graduate Certificate
College of New Rochelle
Bachelors
JPMorgan Chase & Co. April 2013 - Present
Citi August 2012 - March 2013
Deutsche Bank April 2010 - July 2012
Independent Contractor June 2009 - October 2009
American Express July 2008 - January 2009
Double Rock Corporation (fka The Reserve) April 2007 - May 2008
BNP Paribas April 2006 - April 2007
Standard & Poor's September 2004 - April 2006
UBS Investment Bank March 2004 - August 2004
Atlas Air June 2003 - November 2003
Skills
Financial Services, Talent Acquisition, Executive Search, Recruiting, Interviews, Client Interfacing, Direct Sourcing, Pipeline Development, Candidate Assessment, Applicant Tracking..., LinkedIn Recruiter, Technical Recruiting, CRM, Sourcing, Human Resources, HRIS, Employee Benefits, Screening, Deferred Compensation, Taleo, Hiring, Employee Relations, PeopleSoft, Internet Recruiting, Building Relationships, College Recruiting, Management, Talent Management, Onboarding, Strategy, Leadership
Education
New York University
Graduate Certificate
College of New Rochelle
Bachelors
Joe Rozario Joe Rozario's UBS Investment Bank Experience March 2006 - March 2011
Job Head of Applications & Systems Development at First Eagle Investment Management
Industry Information Technology and Services
Experience
First Eagle Investment Management November 2014 - Present
First Eagle Investment Management March 2011 - October 2014
UBS Investment Bank March 2006 - March 2011
Goldman Sachs March 2004 - February 2006
Lehman Brothers April 2001 - March 2004
Goldman Sachs June 1995 - April 2001
Skills
Prime Brokerage, Fixed Income, Equities, Options, Swaps, Valuation, Trading Systems, Financial Risk, Market Data, Hedge Funds, Derivatives, Equity Derivatives, Bloomberg, Electronic Trading, Mutual Funds, Portfolio Management
Education
New York University 1995 — 1997
MS, Computer Science
Rutgers University-New Brunswick 1990 — 1995
BS, Computer Science & Elec Eng
First Eagle Investment Management November 2014 - Present
First Eagle Investment Management March 2011 - October 2014
UBS Investment Bank March 2006 - March 2011
Goldman Sachs March 2004 - February 2006
Lehman Brothers April 2001 - March 2004
Goldman Sachs June 1995 - April 2001
Skills
Prime Brokerage, Fixed Income, Equities, Options, Swaps, Valuation, Trading Systems, Financial Risk, Market Data, Hedge Funds, Derivatives, Equity Derivatives, Bloomberg, Electronic Trading, Mutual Funds, Portfolio Management
Education
New York University 1995 — 1997
MS, Computer Science
Rutgers University-New Brunswick 1990 — 1995
BS, Computer Science & Elec Eng
LISA MAGUIRE's UBS Investment Bank Experience February 2010 - April 2011
Job Director, Enterprise Risk Management at GE Treasury
Industry Banking
Experience
GE Treasury August 2014 - Present
UBS June 2013 - August 2014
UBS Global Asset Management March 2011 - June 2013
UBS Investment Bank February 2010 - April 2011
UBS Investment Bank March 2006 - February 2010
UBS Investment Bank June 2004 - March 2006
Lloyds TSB Bank plc 1999 - 2004
Societe Generale 1996 - 1999
SG Warburg 1995 - 1995
Education
New York University
PhD, European History
Smith College
AB, History
The Latin School of Chicago
GE Treasury August 2014 - Present
UBS June 2013 - August 2014
UBS Global Asset Management March 2011 - June 2013
UBS Investment Bank February 2010 - April 2011
UBS Investment Bank March 2006 - February 2010
UBS Investment Bank June 2004 - March 2006
Lloyds TSB Bank plc 1999 - 2004
Societe Generale 1996 - 1999
SG Warburg 1995 - 1995
Education
New York University
PhD, European History
Smith College
AB, History
The Latin School of Chicago
Alex Linetski Alex Linetski's UBS Investment Bank Experience 1995 - 2013
Job Associate Director Infrastructure Services at KPMG US
Industry Information Technology and Services
Experience
KPMG US May 2015 - Present
KPMG (Contract) May 2014 - May 2015
UBS Investment Bank 1995 - 2013
Perot Systems (UBS Account) 1998 - 2007
Union Bank of Switzerland 1995 - 1998
Bankers Trust (now Deutsche Bank) 1987 - 1995
Wang Laboratories 1986 - 1987
Raytheon Missile Systems 1984 - 1986
Skills
ITIL, IT Strategy, IT Service Management, Infrastructure, IT Operations, Big 4, Vendor Management, Data Center, Knowledge Management, Technical Documentation, Disaster Recovery, Incident Management, Enterprise Architecture, IT Management, Risk Management, ERP, Microsoft Excel, Project Management, Windows Server, Hardware, Technical Support, Cluster, Trading Systems, Outsourcing, Pivot Tables, Information Technology, Active Directory, Data Analysis, Business Continuity, Vlookup, MS Excel Pivot Tables, Photography, Cost Management, Lean IT, Scrum, Six Sigma, Visio
Education
Polytechnic University 1980 — 1984
Bachelor's Degree, Computer Science
Brooklyn Technical High School (BTHS)
Electrical and Electronics Engineering
KPMG US May 2015 - Present
KPMG (Contract) May 2014 - May 2015
UBS Investment Bank 1995 - 2013
Perot Systems (UBS Account) 1998 - 2007
Union Bank of Switzerland 1995 - 1998
Bankers Trust (now Deutsche Bank) 1987 - 1995
Wang Laboratories 1986 - 1987
Raytheon Missile Systems 1984 - 1986
Skills
ITIL, IT Strategy, IT Service Management, Infrastructure, IT Operations, Big 4, Vendor Management, Data Center, Knowledge Management, Technical Documentation, Disaster Recovery, Incident Management, Enterprise Architecture, IT Management, Risk Management, ERP, Microsoft Excel, Project Management, Windows Server, Hardware, Technical Support, Cluster, Trading Systems, Outsourcing, Pivot Tables, Information Technology, Active Directory, Data Analysis, Business Continuity, Vlookup, MS Excel Pivot Tables, Photography, Cost Management, Lean IT, Scrum, Six Sigma, Visio
Education
Polytechnic University 1980 — 1984
Bachelor's Degree, Computer Science
Brooklyn Technical High School (BTHS)
Electrical and Electronics Engineering
Frank Lu Frank Lu's UBS Investment Bank Experience July 2015 - Present
Job Investment Banking Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank July 2015 - Present
NYU Stern School of Business September 2013 - Present
UBS Investment Bank June 2014 - August 2014
Marlin & Associates February 2014 - May 2014
Clinton Group, Inc. June 2013 - September 2013
Eos Energy Storage November 2012 - May 2013
Wayland Sports Ltd. February 2009 - January 2011
Skills
Microsoft Office, Team Leadership, Financial Modeling, Financial Analysis, Bloomberg Terminal, Basketball, Saxophone, Financial Markets, Data Analysis, Mathematica, Capital IQ, ThomsonOne, SNL, Valuation, Corporate Finance, Investment Banking
Education
New York University 2011 — 2015
Bachelor of Arts (B.A.), Mathematics
New York University - Leonard N. Stern School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance
University Hill Secondary School 2006 — 2011
High School Diploma
UBS Investment Bank July 2015 - Present
NYU Stern School of Business September 2013 - Present
UBS Investment Bank June 2014 - August 2014
Marlin & Associates February 2014 - May 2014
Clinton Group, Inc. June 2013 - September 2013
Eos Energy Storage November 2012 - May 2013
Wayland Sports Ltd. February 2009 - January 2011
Skills
Microsoft Office, Team Leadership, Financial Modeling, Financial Analysis, Bloomberg Terminal, Basketball, Saxophone, Financial Markets, Data Analysis, Mathematica, Capital IQ, ThomsonOne, SNL, Valuation, Corporate Finance, Investment Banking
Education
New York University 2011 — 2015
Bachelor of Arts (B.A.), Mathematics
New York University - Leonard N. Stern School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance
University Hill Secondary School 2006 — 2011
High School Diploma
Mary Anne Lerma Mary Anne Lerma's UBS Investment Bank Experience 1997 - 1999
Job Director, Investor Relations at WebMD
Industry Internet
Experience
WebMD 2001 - Present
SG Cowen Technology Investment Banking Group 1999 - 2001
UBS Investment Bank 1997 - 1999
Skills
Investor Relations, Digital Media, Start-ups, Digital Strategy, New Media, Digital Marketing, SEM, Integrated Marketing, Corporate Development, IPO, Online Advertising, Copywriting, Social Media Marketing, Google Analytics, Online Marketing, Social Media, Analytics, Social Media Measurement, Web Analytics
Education
New York University 1990 — 1994
BA, Biology, Chemistry, Psycholgy
WebMD 2001 - Present
SG Cowen Technology Investment Banking Group 1999 - 2001
UBS Investment Bank 1997 - 1999
Skills
Investor Relations, Digital Media, Start-ups, Digital Strategy, New Media, Digital Marketing, SEM, Integrated Marketing, Corporate Development, IPO, Online Advertising, Copywriting, Social Media Marketing, Google Analytics, Online Marketing, Social Media, Analytics, Social Media Measurement, Web Analytics
Education
New York University 1990 — 1994
BA, Biology, Chemistry, Psycholgy
Joe Cordeira Joe Cordeira's UBS Investment Bank Experience January 2014 - Present
Job Executive Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank January 2014 - Present
Morgan Stanley September 2008 - December 2013
Merrill Lynch July 2004 - September 2008
Olympus America inc. May 2002 - May 2004
Skills
Business Objects, Business Intelligence, Data Modeling, Data Mining, Data Warehousing, Business Analysis, Salesforce.com, Data Quality, Data Governance, Activity Based Costing, Analytics, CRM, IT Strategy, Data Analysis, Product Management, Vendor Management, SDLC, Requirements Analysis, Project Management
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Management of Technology and Operations
New York University - Polytechnic School of Engineering 2000 — 2004
BS, Computer Science
UBS Investment Bank January 2014 - Present
Morgan Stanley September 2008 - December 2013
Merrill Lynch July 2004 - September 2008
Olympus America inc. May 2002 - May 2004
Skills
Business Objects, Business Intelligence, Data Modeling, Data Mining, Data Warehousing, Business Analysis, Salesforce.com, Data Quality, Data Governance, Activity Based Costing, Analytics, CRM, IT Strategy, Data Analysis, Product Management, Vendor Management, SDLC, Requirements Analysis, Project Management
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Management of Technology and Operations
New York University - Polytechnic School of Engineering 2000 — 2004
BS, Computer Science
Marty Roden Marty Roden's UBS Investment Bank Experience 2003 - 2011
Job Executive Search The FGW Group
Industry Investment Management
Experience
The FGW Group November 2013 - Present
Greater New York City Area October 2011 - November 2013
UBS Investment Bank 2003 - 2011
UBS Wealth Management 2002 - 2003
UBS Wealth Management 1998 - 2002
Paine Webber 1995 - 1998
Paine Webber 1985 - 1995
Paine Webber 1983 - 1984
Skills
Bonds, Bloomberg Terminal, PowerPoint, Word, Residential Mortgages, MS Office Suite, Portfolio Management, Portfolio Strategy, Sales Management, Sales Support, Fixed Income Products, Fixed Income Trading, Fixed Income, Government Agencies, MBS, CMO, Market Maker, Customer Service, Risk Management, Market Risk, Model Portfolios, Rates, Credit Risk, Credit, Federal Agencies, Trading Liaison, Interest Rate Swaps, Interest Rate Hedging, Interest Rate Risk..., Bloomberg, Liaison, Microsoft Word, Derivatives, Series 63, Series 7, Equities, Trading, Microsoft Office, Capital Markets, Sales Operations, Financial Markets, Asset Managment, Electronic Trading, Emerging Markets, Wealth Management, Structured Products, Hedge Funds, Financial Modeling, FX Options, Alternative Investments
Education
Union County College 2015 — 2015
Certificate of Achievement in Emergency Medical Studies, Emergency Medical Technician EMT, 4.0
coursera 2014 — 2014
Financial Markets by Yale University on Coursera. Certificate earned on April 15, 2014, Financial Markets by Robert Shiller, 89.6%
NYU 1995 — 1996
Certificate, Financial Risk Management
The College of New Jersey 1979 — 1980
none, PSY
William Paterson University of New Jersey 1978 — 1979
none, PSY
Bloomfield Sr. HS 1976 — 1979
Diploma, College Prep.
The FGW Group November 2013 - Present
Greater New York City Area October 2011 - November 2013
UBS Investment Bank 2003 - 2011
UBS Wealth Management 2002 - 2003
UBS Wealth Management 1998 - 2002
Paine Webber 1995 - 1998
Paine Webber 1985 - 1995
Paine Webber 1983 - 1984
Skills
Bonds, Bloomberg Terminal, PowerPoint, Word, Residential Mortgages, MS Office Suite, Portfolio Management, Portfolio Strategy, Sales Management, Sales Support, Fixed Income Products, Fixed Income Trading, Fixed Income, Government Agencies, MBS, CMO, Market Maker, Customer Service, Risk Management, Market Risk, Model Portfolios, Rates, Credit Risk, Credit, Federal Agencies, Trading Liaison, Interest Rate Swaps, Interest Rate Hedging, Interest Rate Risk..., Bloomberg, Liaison, Microsoft Word, Derivatives, Series 63, Series 7, Equities, Trading, Microsoft Office, Capital Markets, Sales Operations, Financial Markets, Asset Managment, Electronic Trading, Emerging Markets, Wealth Management, Structured Products, Hedge Funds, Financial Modeling, FX Options, Alternative Investments
Education
Union County College 2015 — 2015
Certificate of Achievement in Emergency Medical Studies, Emergency Medical Technician EMT, 4.0
coursera 2014 — 2014
Financial Markets by Yale University on Coursera. Certificate earned on April 15, 2014, Financial Markets by Robert Shiller, 89.6%
NYU 1995 — 1996
Certificate, Financial Risk Management
The College of New Jersey 1979 — 1980
none, PSY
William Paterson University of New Jersey 1978 — 1979
none, PSY
Bloomfield Sr. HS 1976 — 1979
Diploma, College Prep.
Jonathan Timianko Jonathan Timianko's UBS Investment Bank Experience May 2010 - August 2010
Job Transfer Pricing Analyst at EY
Industry Financial Services
Experience
EY December 2014 - Present
Capgemini Financial Services June 2012 - December 2014
CNBC September 2010 - December 2010
UBS Investment Bank May 2010 - August 2010
Bauman Katz & Grill July 2009 - August 2009
Skills
Economics, Rational Software..., ClearCase, Bloomberg Terminal, SDLC, Business Analysis, Financial Modeling, Data Analysis, Microsoft Excel, Consulting, Objective-C, Object Oriented Design, iOS development, Java Application..., PowerPoint, Research, Social Media, Management, Analysis
Education
New York University 2010 — 2012
Master of Arts, Economics
New York University 2008 — 2011
Bachelor of Arts, Economics with Highest Honors
EY December 2014 - Present
Capgemini Financial Services June 2012 - December 2014
CNBC September 2010 - December 2010
UBS Investment Bank May 2010 - August 2010
Bauman Katz & Grill July 2009 - August 2009
Skills
Economics, Rational Software..., ClearCase, Bloomberg Terminal, SDLC, Business Analysis, Financial Modeling, Data Analysis, Microsoft Excel, Consulting, Objective-C, Object Oriented Design, iOS development, Java Application..., PowerPoint, Research, Social Media, Management, Analysis
Education
New York University 2010 — 2012
Master of Arts, Economics
New York University 2008 — 2011
Bachelor of Arts, Economics with Highest Honors
Amit Rind Amit Rind's UBS Investment Bank Experience 2006 - 2009
Job Vice President at GTIS Partners
Industry Venture Capital & Private Equity
Experience
GTIS Partners May 2011 - Present
Castellan Real Estate Partners September 2009 - March 2011
UBS Investment Bank 2006 - 2009
Skills
Due Diligence, Valuation, Private Equity, Financial Modeling, Real Estate Economics, Asset Management, Real Estate Development, Investments, Investment Properties, Real Estate, Financial Structuring, Financial Analysis, Equities, Acquisitions, Mergers & Acquisitions, Capital Markets, Investment Banking, Corporate Finance
Education
Cornell University 2002 — 2006
BA, Economics, Government
New York University 2009 — 2011
MS, Real Estate
GTIS Partners May 2011 - Present
Castellan Real Estate Partners September 2009 - March 2011
UBS Investment Bank 2006 - 2009
Skills
Due Diligence, Valuation, Private Equity, Financial Modeling, Real Estate Economics, Asset Management, Real Estate Development, Investments, Investment Properties, Real Estate, Financial Structuring, Financial Analysis, Equities, Acquisitions, Mergers & Acquisitions, Capital Markets, Investment Banking, Corporate Finance
Education
Cornell University 2002 — 2006
BA, Economics, Government
New York University 2009 — 2011
MS, Real Estate
Alan Brudner Alan Brudner's UBS Investment Bank Experience March 2003 - June 2010
Job Partner at Katten Muchin Rosenman LLP
Industry Law Practice
Experience
Katten Muchin Rosenman LLP September 2013 - Present
Paul Hastings LLP July 2010 - August 2013
UBS Investment Bank March 2003 - June 2010
United States Attorney's Office, Southern District of New York September 1990 - September 1995
Skills
Litigation, Criminal Law, Fraud, Private Investigations, Enforcement, Securities, Capital Markets, Securities Regulation, Commercial Litigation, Corporate Governance, Management, Arbitration, Securities Litigation, FCPA, Civil Litigation, White Collar Criminal..., Class Actions, Trade Secrets, Legal Research, Legal Writing, Corporate Law, Trials, Dispute Resolution, Appeals, Courts, Investigation, Mediation
Education
New York University School of Law 1980 — 1983
J.D., Law
Vassar College 1975 — 1979
A.B., English and economics
Christopher Columbus H.S. 1974 — 1975
H.S.
Bronx H.S. of Science 1971 — 1973
N.A.
Katten Muchin Rosenman LLP September 2013 - Present
Paul Hastings LLP July 2010 - August 2013
UBS Investment Bank March 2003 - June 2010
United States Attorney's Office, Southern District of New York September 1990 - September 1995
Skills
Litigation, Criminal Law, Fraud, Private Investigations, Enforcement, Securities, Capital Markets, Securities Regulation, Commercial Litigation, Corporate Governance, Management, Arbitration, Securities Litigation, FCPA, Civil Litigation, White Collar Criminal..., Class Actions, Trade Secrets, Legal Research, Legal Writing, Corporate Law, Trials, Dispute Resolution, Appeals, Courts, Investigation, Mediation
Education
New York University School of Law 1980 — 1983
J.D., Law
Vassar College 1975 — 1979
A.B., English and economics
Christopher Columbus H.S. 1974 — 1975
H.S.
Bronx H.S. of Science 1971 — 1973
N.A.
Jeremy Woodbeck Jeremy Woodbeck's UBS Investment Bank Experience February 2015 - Present
Job Trade and Processing Specialist at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank February 2015 - Present
UBS Investment Bank October 2010 - Present
Financial Industry Technical Services, Inc. (FITS) August 2009 - October 2010
KBC Bank August 2009 - October 2010
UBS Investment Bank September 2007 - February 2009
Ameriprise Financial, Inc. July 2007 - August 2007
Wells Fargo Investments LLC March 2004 - April 2007
Caledonia Specialists, LLC February 2003 - May 2003
Caledonia Specialists, LLC April 2002 - July 2002
Garden State Securities, Inc. March 2000 - April 2002
Skills
Settlements, Trading, Trading Systems, Electronic Trading, Operations, International Operations, Financial Accounting, Excel, MS Office Suite, Thomson One, NASDAQ, Market Making, Business Analysis, Business Objects, International Business, Professional Networking, Business Process..., Middle Office, Economics, Language Skills, Team Leadership, Team Oriented, Attention To Detail, Detailed Analysis, Account Reconciliation, Reconciliations, Payments, Payment Systems, System Testing, User Acceptance Testing, Quality Assurance, Financial Systems..., Implementing Processes, Derivatives, Credit Derivatives, Interest Rate..., Cash Management, Microsoft Excel, Settlement, Bonds, Securities, Swaps, Options
Education
Universita Per'Stranieri Dante Alighieri 2009 — 2009
Lingua Italiana e Cultura
University of Minnesota-Twin Cities 2004 — 2007
Niagara University 1997 — 1997
Accounting
Frankfort Schuyler Central School
Mt Zion Christian Academy
UBS Investment Bank February 2015 - Present
UBS Investment Bank October 2010 - Present
Financial Industry Technical Services, Inc. (FITS) August 2009 - October 2010
KBC Bank August 2009 - October 2010
UBS Investment Bank September 2007 - February 2009
Ameriprise Financial, Inc. July 2007 - August 2007
Wells Fargo Investments LLC March 2004 - April 2007
Caledonia Specialists, LLC February 2003 - May 2003
Caledonia Specialists, LLC April 2002 - July 2002
Garden State Securities, Inc. March 2000 - April 2002
Skills
Settlements, Trading, Trading Systems, Electronic Trading, Operations, International Operations, Financial Accounting, Excel, MS Office Suite, Thomson One, NASDAQ, Market Making, Business Analysis, Business Objects, International Business, Professional Networking, Business Process..., Middle Office, Economics, Language Skills, Team Leadership, Team Oriented, Attention To Detail, Detailed Analysis, Account Reconciliation, Reconciliations, Payments, Payment Systems, System Testing, User Acceptance Testing, Quality Assurance, Financial Systems..., Implementing Processes, Derivatives, Credit Derivatives, Interest Rate..., Cash Management, Microsoft Excel, Settlement, Bonds, Securities, Swaps, Options
Education
Universita Per'Stranieri Dante Alighieri 2009 — 2009
Lingua Italiana e Cultura
University of Minnesota-Twin Cities 2004 — 2007
Niagara University 1997 — 1997
Accounting
Frankfort Schuyler Central School
Mt Zion Christian Academy
Grant Long's UBS Investment Bank Experience July 2005 - August 2007
Job
Industry Research
Experience
Capital One June 2015 - Present
Federal Reserve Bank of New York January 2013 - April 2015
Federal Reserve Bank of New York February 2011 - January 2013
U.S. Department of the Treasury September 2010 - December 2010
Center for Transatlantic Relations September 2009 - December 2010
Microfinance Information eXchange April 2010 - August 2010
Federal Reserve Board of Governors September 2007 - June 2009
UBS Investment Bank July 2005 - August 2007
University of Pennsylvania September 2003 - May 2005
Skills
Econometrics, Data Analysis, Quantitative Analytics, Policy Analysis, Matlab, Python, Machine Learning, International Relations, Financial Analysis, International Economics, SQL, Monetary Policy, Economics, Java, Portfolio Management, Hadoop, Financial Modeling, Capital Markets, Fixed Income, Emerging Markets, Bloomberg, Public Policy, Economic Development, Stata, Unix
Education
New York University 2012 — 2015
Master of Science (M.S.), Data Science
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2009 — 2010
Master of Arts (M.A.), International Economics, International Law
University of Pennsylvania 2001 — 2005
Bachelor of Arts (B.A.), Urban Studies
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Science (B.S.), Finance, Statistics
Capital One June 2015 - Present
Federal Reserve Bank of New York January 2013 - April 2015
Federal Reserve Bank of New York February 2011 - January 2013
U.S. Department of the Treasury September 2010 - December 2010
Center for Transatlantic Relations September 2009 - December 2010
Microfinance Information eXchange April 2010 - August 2010
Federal Reserve Board of Governors September 2007 - June 2009
UBS Investment Bank July 2005 - August 2007
University of Pennsylvania September 2003 - May 2005
Skills
Econometrics, Data Analysis, Quantitative Analytics, Policy Analysis, Matlab, Python, Machine Learning, International Relations, Financial Analysis, International Economics, SQL, Monetary Policy, Economics, Java, Portfolio Management, Hadoop, Financial Modeling, Capital Markets, Fixed Income, Emerging Markets, Bloomberg, Public Policy, Economic Development, Stata, Unix
Education
New York University 2012 — 2015
Master of Science (M.S.), Data Science
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2009 — 2010
Master of Arts (M.A.), International Economics, International Law
University of Pennsylvania 2001 — 2005
Bachelor of Arts (B.A.), Urban Studies
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Science (B.S.), Finance, Statistics
Marianna Vinitsky's UBS Investment Bank Experience July 2007 - October 2010
Job Vice President at Investment Bank, IT, CSM
Industry Banking
Experience
Investment Bank November 2012 - Present
Credit Suisse March 2009 - October 2012
UBS Investment Bank July 2007 - October 2010
Cardean Learning Group November 2005 - July 2007
Gartner January 2001 - November 2004
Thomson Interactive Media 1994 - 1999
Skills
Java, Sybase, Unix, Microsoft SQL Server, Perl, Oracle, Java Enterprise Edition, JavaScript, Agile Methodologies, SDLC, Web Applications, MySQL, Integration, Business Analysis, Web Development, Software Design, Software Development, PL/SQL, System Architecture, UML, Enterprise Architecture, C#, SOA, AJAX, Architecture, Business Intelligence, Business Process, Design Patterns, Eclipse, Project Management, Software Project..., Struts, Tomcat
Education
Pace University 1988 — 1990
Master of Science (MS)
New York University 1983 — 1987
Bachelor of Arts (BA)
Investment Bank November 2012 - Present
Credit Suisse March 2009 - October 2012
UBS Investment Bank July 2007 - October 2010
Cardean Learning Group November 2005 - July 2007
Gartner January 2001 - November 2004
Thomson Interactive Media 1994 - 1999
Skills
Java, Sybase, Unix, Microsoft SQL Server, Perl, Oracle, Java Enterprise Edition, JavaScript, Agile Methodologies, SDLC, Web Applications, MySQL, Integration, Business Analysis, Web Development, Software Design, Software Development, PL/SQL, System Architecture, UML, Enterprise Architecture, C#, SOA, AJAX, Architecture, Business Intelligence, Business Process, Design Patterns, Eclipse, Project Management, Software Project..., Struts, Tomcat
Education
Pace University 1988 — 1990
Master of Science (MS)
New York University 1983 — 1987
Bachelor of Arts (BA)
Christopher Lum's UBS Investment Bank Experience July 2010 - March 2011
Job Fixed Income Trader at Charles Schwab
Industry Financial Services
Experience
Doshi Consulting Solutions January 2015 - May 2015
MetLife March 2012 - July 2014
UBS Investment Bank July 2010 - March 2011
Tradeweb June 2004 - April 2010
TradeWeb 2008 - 2010
Tradeweb 2007 - 2008
Tradeweb 2004 - 2006
Mellon Securities 2002 - 2003
Mellon Securities 2001 - 2002
Pershing 1997 - 2001
Skills
Series 7, Series 3, Series 63, Electronic Trading, Trading Technology, Customer Relations, Data Feeds, Fixed Income, Futures, Clearing, Settlement, Middle Office, Back Office, Mutual Funds, Trading, Account Management, Consultative Selling, Account Retention, Reference Data, Market Data, Bloomberg, Credit Derivatives, Securities, Derivatives, Capital Markets, FINRA, Swaps, Options, Equities, Hedge Funds, Interest Rate..., Equity Derivatives, FX Options, Equity Trading, Prime Brokerage, Financial Services, ETFs, Investment Banking, Customer Retention, Customer Service, Selling, Sales
Education
New York University 1993 — 1997
Doshi Consulting Solutions January 2015 - May 2015
MetLife March 2012 - July 2014
UBS Investment Bank July 2010 - March 2011
Tradeweb June 2004 - April 2010
TradeWeb 2008 - 2010
Tradeweb 2007 - 2008
Tradeweb 2004 - 2006
Mellon Securities 2002 - 2003
Mellon Securities 2001 - 2002
Pershing 1997 - 2001
Skills
Series 7, Series 3, Series 63, Electronic Trading, Trading Technology, Customer Relations, Data Feeds, Fixed Income, Futures, Clearing, Settlement, Middle Office, Back Office, Mutual Funds, Trading, Account Management, Consultative Selling, Account Retention, Reference Data, Market Data, Bloomberg, Credit Derivatives, Securities, Derivatives, Capital Markets, FINRA, Swaps, Options, Equities, Hedge Funds, Interest Rate..., Equity Derivatives, FX Options, Equity Trading, Prime Brokerage, Financial Services, ETFs, Investment Banking, Customer Retention, Customer Service, Selling, Sales
Education
New York University 1993 — 1997
Harold L. Blackwell's UBS Investment Bank Experience July 2005 - November 2007
Job Client Relationship Manager
Industry Financial Services
Experience
RBS Markets & International Banking October 2009 - Present
Chestnut Hollow Farms, LLC November 2011 - Present
Greenwich Associates February 2008 - September 2009
UBS Investment Bank July 2005 - November 2007
GE Capital February 2002 - June 2005
Skills
FX, Bank Relationship..., Customer Relations, Problem Solving, Excel, Data Analysis, Market Research, PowerPoint, Series 7, Client Liaison, Front Office Support, Market Research Project..., Questionnaire Design, Key Driver Analysis, SPSS, Vendor Management, Banking, Customer Service, FX Options, CRM, Middle Office, Microsoft Excel, Leadership, Fixed Income, Forecasting, Training
Education
Norfolk State University 1997 — 2002
B.S. Business Management, Finance
RBS Markets & International Banking October 2009 - Present
Chestnut Hollow Farms, LLC November 2011 - Present
Greenwich Associates February 2008 - September 2009
UBS Investment Bank July 2005 - November 2007
GE Capital February 2002 - June 2005
Skills
FX, Bank Relationship..., Customer Relations, Problem Solving, Excel, Data Analysis, Market Research, PowerPoint, Series 7, Client Liaison, Front Office Support, Market Research Project..., Questionnaire Design, Key Driver Analysis, SPSS, Vendor Management, Banking, Customer Service, FX Options, CRM, Middle Office, Microsoft Excel, Leadership, Fixed Income, Forecasting, Training
Education
Norfolk State University 1997 — 2002
B.S. Business Management, Finance
Samiyah Feroze's UBS Investment Bank Experience May 2006 - July 2007
Job Senior Software Engineer
Industry Information Technology and Services
Experience
D+H October 2011 - Present
JPMorgan Chase September 2010 - September 2011
JPMorgan Chase September 2010 - December 2010
American Stock Exchange July 2007 - April 2009
American Stock Exchange July 2007 - April 2009
UBS May 2006 - July 2007
UBS Investment Bank May 2006 - July 2007
UBS Investment Bank May 2006 - July 2007
UBS 2004 - 2007
NYSE Securities Industry Automation Corporation (SIAC) August 2005 - May 2006
Education
New York University
D+H October 2011 - Present
JPMorgan Chase September 2010 - September 2011
JPMorgan Chase September 2010 - December 2010
American Stock Exchange July 2007 - April 2009
American Stock Exchange July 2007 - April 2009
UBS May 2006 - July 2007
UBS Investment Bank May 2006 - July 2007
UBS Investment Bank May 2006 - July 2007
UBS 2004 - 2007
NYSE Securities Industry Automation Corporation (SIAC) August 2005 - May 2006
Education
New York University
Joel Worthman's UBS Investment Bank Experience April 2006 - August 2006
Job Programmer/Analyst
Industry Computer Software
Experience
Avon Cosmetics November 2008 - February 2009
Moodys Investor Services September 2006 - September 2008
UBS Investment Bank April 2006 - August 2006
JPMorgan July 2005 - March 2006
Morgan Stanley Investment Management January 2005 - July 2005
Jewish Guild for the Blind November 2003 - January 2005
Sorscher & Shapiro 1988 - 1993
Education
Pace University 1990 — 1993
MIS, Information Systems
Wesleyan University 1964 — 1968
BA, History
New York University
MA, Education
Avon Cosmetics November 2008 - February 2009
Moodys Investor Services September 2006 - September 2008
UBS Investment Bank April 2006 - August 2006
JPMorgan July 2005 - March 2006
Morgan Stanley Investment Management January 2005 - July 2005
Jewish Guild for the Blind November 2003 - January 2005
Sorscher & Shapiro 1988 - 1993
Education
Pace University 1990 — 1993
MIS, Information Systems
Wesleyan University 1964 — 1968
BA, History
New York University
MA, Education
John Kachulis's UBS Investment Bank Experience 2001 - Present
Job Associate Director at UBS
Industry Computer Software
Experience
UBS July 2001 - Present
UBS Investment Bank 2001 - Present
Education
New York University 1997 — 1999
Our Lady of the Lake College 1997 — 1999
MS Computer Science, Computer Science
UBS July 2001 - Present
UBS Investment Bank 2001 - Present
Education
New York University 1997 — 1999
Our Lady of the Lake College 1997 — 1999
MS Computer Science, Computer Science
Kelvin Shek's UBS Investment Bank Experience 2004 - January 2009
Job Senior Applications Developer at Citi
Industry Financial Services
Experience
Citi September 2011 - Present
Correlix October 2009 - September 2011
UBS April 2004 - January 2009
UBS Investment Bank 2004 - January 2009
RTTS 2004 - 2005
Skills
Java Enterprise Edition, JSP, Design Patterns, HTML, AJAX, Requirements Analysis, JavaScript, Java
Education
New York University - Polytechnic School of Engineering 1999 — 2003
BS, Computer Science
Citi September 2011 - Present
Correlix October 2009 - September 2011
UBS April 2004 - January 2009
UBS Investment Bank 2004 - January 2009
RTTS 2004 - 2005
Skills
Java Enterprise Edition, JSP, Design Patterns, HTML, AJAX, Requirements Analysis, JavaScript, Java
Education
New York University - Polytechnic School of Engineering 1999 — 2003
BS, Computer Science
Jill Hetzron's UBS Investment Bank Experience July 2013 - Present
Job Director Equities IT at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank July 2013 - Present
Goldman Sachs September 1995 - Present
spear leads & kellogg 1995 - 2002
Spear Leeds & Kellogg 1995 - 2000
Skills
Smart Order Routing, Electronic Trading, Equity Trading, Series 7, Trading Systems, Routing, Project Management, Compliance, Visio, Microsoft Word, Integration, Equity Derivatives, Prime Brokerage, Market Data, Low Latency, Program Trading, Exchange Connectivity, Sybase
Education
City University of New York-Queens College
Bachelor of Arts (B.A.), Computer Science
Normal School
Normal School
Polytechnic University
Master of Science (MS), Computer Science
UBS Investment Bank July 2013 - Present
Goldman Sachs September 1995 - Present
spear leads & kellogg 1995 - 2002
Spear Leeds & Kellogg 1995 - 2000
Skills
Smart Order Routing, Electronic Trading, Equity Trading, Series 7, Trading Systems, Routing, Project Management, Compliance, Visio, Microsoft Word, Integration, Equity Derivatives, Prime Brokerage, Market Data, Low Latency, Program Trading, Exchange Connectivity, Sybase
Education
City University of New York-Queens College
Bachelor of Arts (B.A.), Computer Science
Normal School
Normal School
Polytechnic University
Master of Science (MS), Computer Science
Shalimar Adorno's UBS Investment Bank Experience December 2006 - October 2010
Job Administrative Officer at World Bank Group
Industry Investment Banking
Experience
World Bank Group May 2015 - Present
Cisneros Group October 2012 - August 2014
Jefferies Group LLC November 2010 - September 2012
UBS Investment Bank December 2006 - October 2010
Skills
Management, Nonprofits, Financial Modeling, Investment Banking, Project Planning, Valuation, Process Improvement, Microsoft Word, Marketing, Bloomberg
Education
New York University 2014 — 2015
Certification in Leadership and Organizational Development
Pennsylvania State University 1996 — 2001
World Bank Group May 2015 - Present
Cisneros Group October 2012 - August 2014
Jefferies Group LLC November 2010 - September 2012
UBS Investment Bank December 2006 - October 2010
Skills
Management, Nonprofits, Financial Modeling, Investment Banking, Project Planning, Valuation, Process Improvement, Microsoft Word, Marketing, Bloomberg
Education
New York University 2014 — 2015
Certification in Leadership and Organizational Development
Pennsylvania State University 1996 — 2001
Maria Calvelo's UBS Investment Bank Experience 1997 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
JP Morgan 2007 - 2009
UBS Investment Bank 1997 - 2006
Education
Instituto Cervantes
New York University
Master of Arts
University of the Philippines
Bachelor of Arts
JP Morgan 2007 - 2009
UBS Investment Bank 1997 - 2006
Education
Instituto Cervantes
New York University
Master of Arts
University of the Philippines
Bachelor of Arts
Christine J. Dauber, CMP's UBS Investment Bank Experience August 2000 - January 2009
Job Global Event Marketing Executive, Six Sigma White Belt
Industry Marketing and Advertising
Experience
The Guardian Life Insurance Company of America January 2012 - December 2013
Barclays Capital September 2009 - November 2011
UBS Investment Bank August 2000 - January 2009
Prudential Securities November 1997 - August 2000
Prudential Securities March 1995 - November 1997
Price Waterhouse LLP August 1994 - March 1995
Maritz McGettigan May 1992 - August 1994
Skills
Event Planning, Management, Event Management, Corporate Events, Marketing, Marketing Strategy, Marketing Communications, Marketing Management, Strategic Planning, Budgets, Business Development, Direct Marketing, Financial Services, Strategy, Strategic Meeting..., Financial Markets, Conference Design, Conference Coordination, Project Team Management, Management Of Creative..., Hotel Contract..., Incentive Travel
Education
New York University 1995 — 1996
Certificate
University of Delaware 1986 — 1990
Bachelors
The Guardian Life Insurance Company of America January 2012 - December 2013
Barclays Capital September 2009 - November 2011
UBS Investment Bank August 2000 - January 2009
Prudential Securities November 1997 - August 2000
Prudential Securities March 1995 - November 1997
Price Waterhouse LLP August 1994 - March 1995
Maritz McGettigan May 1992 - August 1994
Skills
Event Planning, Management, Event Management, Corporate Events, Marketing, Marketing Strategy, Marketing Communications, Marketing Management, Strategic Planning, Budgets, Business Development, Direct Marketing, Financial Services, Strategy, Strategic Meeting..., Financial Markets, Conference Design, Conference Coordination, Project Team Management, Management Of Creative..., Hotel Contract..., Incentive Travel
Education
New York University 1995 — 1996
Certificate
University of Delaware 1986 — 1990
Bachelors
Kevin Boyle's UBS Investment Bank Experience January 2009 - August 2012
Job Managing Director Investment Services at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2012 - Present
UBS Investment Bank January 2009 - August 2012
Merrill Lynch April 2001 - January 2009
Sanwa Financial Products 1996 - 2001
BlackRock Financial Management April 1994 - April 1996
First Boston April 1992 - April 1994
Timber Hill December 1988 - April 1992
Skills
Fixed Income, Derivatives, Capital Markets, Investment Banking, Equities, Trading Systems, Electronic Trading, Trading, Credit Derivatives, Hedge Funds, Portfolio Management, Risk Management
Education
New York University 1990 — 1992
MS, Mathematics
State University of New York College at Potsdam 1984 — 1988
BS, Math and Computer Science
BNY Mellon August 2012 - Present
UBS Investment Bank January 2009 - August 2012
Merrill Lynch April 2001 - January 2009
Sanwa Financial Products 1996 - 2001
BlackRock Financial Management April 1994 - April 1996
First Boston April 1992 - April 1994
Timber Hill December 1988 - April 1992
Skills
Fixed Income, Derivatives, Capital Markets, Investment Banking, Equities, Trading Systems, Electronic Trading, Trading, Credit Derivatives, Hedge Funds, Portfolio Management, Risk Management
Education
New York University 1990 — 1992
MS, Mathematics
State University of New York College at Potsdam 1984 — 1988
BS, Math and Computer Science
Costas Kalargiros's UBS Investment Bank Experience 2000 - 2001
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley April 2011 - Present
J.P. Morgan 2010 - 2011
CommerzBank July 2001 - July 2010
Dresdner Kleinwort Wasserstein 2001 - 2008
PaineWebber March 2000 - July 2001
UBS Investment Bank 2000 - 2001
CIBC World Markets June 1998 - March 2000
Education
New York University 1993 — 1997
New York University
Stern School of Business
B.S, Finance
Morgan Stanley April 2011 - Present
J.P. Morgan 2010 - 2011
CommerzBank July 2001 - July 2010
Dresdner Kleinwort Wasserstein 2001 - 2008
PaineWebber March 2000 - July 2001
UBS Investment Bank 2000 - 2001
CIBC World Markets June 1998 - March 2000
Education
New York University 1993 — 1997
New York University
Stern School of Business
B.S, Finance
Karen Chang's UBS Investment Bank Experience July 2003 - May 2006
Job Equity Derivatives Trading
Industry Investment Banking
Experience
Bank of America Merrill Lynch December 2007 - Present
UBS Investment Bank July 2003 - May 2006
Skills
Equity Derivatives, Derivatives, Equities, Exotic Derivatives, Trading, Fixed Income, Hedge Funds, Options, Structured Products, Bloomberg, Credit Derivatives, Electronic Trading, Capital Markets, Quantitative Finance, Trading Systems
Education
New York University 2006 — 2007
MS, Applied Mathematics
University of Chicago
BA, Economics
Bank of America Merrill Lynch December 2007 - Present
UBS Investment Bank July 2003 - May 2006
Skills
Equity Derivatives, Derivatives, Equities, Exotic Derivatives, Trading, Fixed Income, Hedge Funds, Options, Structured Products, Bloomberg, Credit Derivatives, Electronic Trading, Capital Markets, Quantitative Finance, Trading Systems
Education
New York University 2006 — 2007
MS, Applied Mathematics
University of Chicago
BA, Economics
Jameel Merali's UBS Investment Bank Experience July 2010 - September 2011
Job Corporate Director, Acquisitions at Kokua Hospitality, LLC
Industry Real Estate
Experience
Kokua Hospitality, LLC May 2014 - Present
Carpedia International April 2013 - May 2014
RLJ Lodging Trust October 2011 - April 2013
UBS Investment Bank July 2010 - September 2011
Deloitte & Touche June 2009 - July 2009
Cushman & Wakefield Sonnenblick Goldman May 2008 - August 2008
MGM MIRAGE May 2007 - August 2007
Skills
Market Research, Hospitality, Mergers, Due Diligence, Financial Analysis, Valuation, Financial Modeling, Real Estate, Equities, Finance, Corporate Law, Investment Banking, Mergers & Acquisitions, Corporate Finance, Venture Capital, Capital Markets
Education
New York University
B.S
Kokua Hospitality, LLC May 2014 - Present
Carpedia International April 2013 - May 2014
RLJ Lodging Trust October 2011 - April 2013
UBS Investment Bank July 2010 - September 2011
Deloitte & Touche June 2009 - July 2009
Cushman & Wakefield Sonnenblick Goldman May 2008 - August 2008
MGM MIRAGE May 2007 - August 2007
Skills
Market Research, Hospitality, Mergers, Due Diligence, Financial Analysis, Valuation, Financial Modeling, Real Estate, Equities, Finance, Corporate Law, Investment Banking, Mergers & Acquisitions, Corporate Finance, Venture Capital, Capital Markets
Education
New York University
B.S
Thai-Kang Kyon's UBS Investment Bank Experience 2004 - 2007
Job Senior Manager, Enterprise Support at Medidata Solutions
Industry Information Technology and Services
Experience
Medidata Solutions January 2014 - Present
Medidata Solutions September 2012 - January 2014
Medidata Solutions February 2012 - October 2012
Medidata Solutions August 2007 - February 2012
UBS June 2004 - August 2007
UBS Investment Bank 2004 - 2007
Globix Corporation July 2000 - June 2004
Ericsson February 1999 - July 2000
Skills
Firewalls, Security, Cisco, DNS, Juniper, Network Security, Perl, Linux, EIGRP, VPN, Troubleshooting, BGP, Checkpoint, Cisco Technologies, IT Service Management, Project Management, Integration, Data Center, Information Technology, VMware, TCP/IP
Education
Grover Cleveland High School 1996 — 2000
High School
Polytechnic University 1996 — 2000
Bachelor of Science, Computer Science
Medidata Solutions January 2014 - Present
Medidata Solutions September 2012 - January 2014
Medidata Solutions February 2012 - October 2012
Medidata Solutions August 2007 - February 2012
UBS June 2004 - August 2007
UBS Investment Bank 2004 - 2007
Globix Corporation July 2000 - June 2004
Ericsson February 1999 - July 2000
Skills
Firewalls, Security, Cisco, DNS, Juniper, Network Security, Perl, Linux, EIGRP, VPN, Troubleshooting, BGP, Checkpoint, Cisco Technologies, IT Service Management, Project Management, Integration, Data Center, Information Technology, VMware, TCP/IP
Education
Grover Cleveland High School 1996 — 2000
High School
Polytechnic University 1996 — 2000
Bachelor of Science, Computer Science
Nolen S Harris's UBS Investment Bank Experience July 1998 - January 2000
Job Account Manager at Association for Computing Machinery
Industry Publishing
Experience
Association for Computing Machinery June 2012 - Present
Association for Computing Machinery June 2009 - June 2012
Oxford University Press November 2000 - May 2009
UBS Investment Bank July 1998 - January 2000
Skills
Renewals, Sales, Management, Statistics, Online Publishing, Academic Publishing, Training, CRM, Account Management, Customer Service, Publications, Digital Media, Budgets, Microsoft Office, Marketing, Publishing, Research, Marketing Strategy, New Business Development
Education
New York University
English
Association for Computing Machinery June 2012 - Present
Association for Computing Machinery June 2009 - June 2012
Oxford University Press November 2000 - May 2009
UBS Investment Bank July 1998 - January 2000
Skills
Renewals, Sales, Management, Statistics, Online Publishing, Academic Publishing, Training, CRM, Account Management, Customer Service, Publications, Digital Media, Budgets, Microsoft Office, Marketing, Publishing, Research, Marketing Strategy, New Business Development
Education
New York University
English
Carl Tichler's UBS Investment Bank Experience February 2006 - November 2008
Job Director at GlobeOp Financial Services
Industry Financial Services
Experience
GlobeOp Financial Services November 2009 - Present
Bloomberg December 2008 - December 2009
UBS Investment Bank February 2006 - November 2008
J.P. Morgan Chase February 2004 - June 2006
VitalWorks 2003 - 2004
The Millburn Corporation 2000 - 2002
Lehman Brothers October 1996 - September 1998
Skills
Derivatives, Fixed Income, Trading, Valuation, Sybase, Securities, Portfolio Management, Options, Credit Risk, Settlement, Financial Risk, Risk Management, Hedge Funds
Education
New York University 1987 — 1989
MA, Mathematics
Yale University 1980 — 1984
Bachelor of Science, Mathematics
GlobeOp Financial Services November 2009 - Present
Bloomberg December 2008 - December 2009
UBS Investment Bank February 2006 - November 2008
J.P. Morgan Chase February 2004 - June 2006
VitalWorks 2003 - 2004
The Millburn Corporation 2000 - 2002
Lehman Brothers October 1996 - September 1998
Skills
Derivatives, Fixed Income, Trading, Valuation, Sybase, Securities, Portfolio Management, Options, Credit Risk, Settlement, Financial Risk, Risk Management, Hedge Funds
Education
New York University 1987 — 1989
MA, Mathematics
Yale University 1980 — 1984
Bachelor of Science, Mathematics
Sarina Ko's UBS Investment Bank Experience July 2007 - October 2008
Job PineBridge Investments Executive Assistant Global Operations and Technology
Industry Financial Services
Experience
PineBridge Investments October 2010 - Present
38 Tower LLC October 2008 - October 2010
UBS Investment Bank July 2007 - October 2008
Education
High School of Fashion Industries
Regents Diploma, Fashion Designer
Niagara University
Bachelor of Applied Science (B.A.Sc.), Travel/Tourism/Hospitality
PineBridge Investments October 2010 - Present
38 Tower LLC October 2008 - October 2010
UBS Investment Bank July 2007 - October 2008
Education
High School of Fashion Industries
Regents Diploma, Fashion Designer
Niagara University
Bachelor of Applied Science (B.A.Sc.), Travel/Tourism/Hospitality
Christine Bailey-Gates's UBS Investment Bank Experience June 2007 - April 2008
Job Senior Director, Research Marketing at Gartner
Industry Information Technology and Services
Experience
Gartner July 2015 - Present
Gartner September 2012 - July 2015
Gartner April 2008 - September 2012
UBS Investment Bank June 2007 - April 2008
Gartner January 2001 - June 2007
Gartner December 1999 - December 2000
Skills
Product Management, Program Management, IT Strategy, Cloud Computing, Project Management, Vendor Management, Enterprise Architecture, Strategy, New Business Development, Business Intelligence, Business Analysis, Project Portfolio...
Education
New York University 1992 — 1996
BA, Journalism
Gartner July 2015 - Present
Gartner September 2012 - July 2015
Gartner April 2008 - September 2012
UBS Investment Bank June 2007 - April 2008
Gartner January 2001 - June 2007
Gartner December 1999 - December 2000
Skills
Product Management, Program Management, IT Strategy, Cloud Computing, Project Management, Vendor Management, Enterprise Architecture, Strategy, New Business Development, Business Intelligence, Business Analysis, Project Portfolio...
Education
New York University 1992 — 1996
BA, Journalism
Michael Ahn's UBS Investment Bank Experience February 2004 - Present
Job Director at UBS Global Financing Services IT, Risk and Funding
Industry Investment Banking
Experience
UBS Investment Bank February 2004 - Present
UBS August 2003 - February 2004
AhnFire, LLC September 2001 - July 2003
Delirium, LLC November 1999 - May 2001
iVillage August 1996 - October 1999
Skills
Equity Derivatives, Prime Brokerage, Equities, Project Management, Derivatives, Fixed Income, Market Data, Middle Office, Electronic Trading, Investment Banking, Options, Hedge Funds, Sybase, Market Risk, Risk Management, Credit Derivatives, Swaps
Education
New York University 1991 — 1996
BA
Yonsei University 1995 — 1995
Scarsdale High School 1987 — 1991
Meadow School 1981 — 1985
UBS Investment Bank February 2004 - Present
UBS August 2003 - February 2004
AhnFire, LLC September 2001 - July 2003
Delirium, LLC November 1999 - May 2001
iVillage August 1996 - October 1999
Skills
Equity Derivatives, Prime Brokerage, Equities, Project Management, Derivatives, Fixed Income, Market Data, Middle Office, Electronic Trading, Investment Banking, Options, Hedge Funds, Sybase, Market Risk, Risk Management, Credit Derivatives, Swaps
Education
New York University 1991 — 1996
BA
Yonsei University 1995 — 1995
Scarsdale High School 1987 — 1991
Meadow School 1981 — 1985
Avi Hyman's UBS Investment Bank Experience February 2005 - March 2010
Job Quantitative Analyst Interest Rate Derivatives And Libor Exotics at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2010 - Present
UBS Investment Bank February 2005 - March 2010
Skills
Quantitative Finance, Quantitative Analytics, Interest Rate..., Credit Derivatives, Fixed Income, Structured Products, Options
Education
New York University 2003 — 2004
MS, Courant Institute - Math Finance
The Johns Hopkins University
Bank of America Merrill Lynch April 2010 - Present
UBS Investment Bank February 2005 - March 2010
Skills
Quantitative Finance, Quantitative Analytics, Interest Rate..., Credit Derivatives, Fixed Income, Structured Products, Options
Education
New York University 2003 — 2004
MS, Courant Institute - Math Finance
The Johns Hopkins University
Casey Edgar's UBS Investment Bank Experience August 2006 - November 2012
Job Entrepreneur / Leveraged Finance
Industry Investment Banking
Experience
La Palestra Kids June 2014 - Present
Barclays Investment Bank March 2013 - Present
Rhone Apparel January 2013 - Present
UBS Investment Bank August 2006 - November 2012
Skills
Bloomberg, Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, High Yield, Investment Banking, Valuation, Trading
Education
New York University 2008 — 2009
Diploma in Credit Analysis, Credit Management
University of Pennsylvania - The Wharton School 2002 — 2006
B.S.E, Finance
La Palestra Kids June 2014 - Present
Barclays Investment Bank March 2013 - Present
Rhone Apparel January 2013 - Present
UBS Investment Bank August 2006 - November 2012
Skills
Bloomberg, Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, High Yield, Investment Banking, Valuation, Trading
Education
New York University 2008 — 2009
Diploma in Credit Analysis, Credit Management
University of Pennsylvania - The Wharton School 2002 — 2006
B.S.E, Finance
Kevin Khan's UBS Investment Bank Experience December 2009 - August 2012
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2012 - Present
UBS Investment Bank December 2009 - August 2012
UBS July 2006 - December 2009
BT Radianz 2005 - 2006
Skills
IT Strategy, Governance, ITIL, Business Analysis, Agile Methodologies, Quality Assurance, Management, Strategy, Forecasting, Strategic Planning, Analytics, Vendor Management, Finance, Risk Management, Portfolio Management, Information Technology, Business Process..., Trading Systems, Financial Services, SDLC, PMO, Fixed Income, Outsourcing
Education
Pace University 2013 — 2016
Doctorate, Seidenberg School of Computer Science & Information Systems, Computing
New York University 2008 — 2010
M.B.A., Finance
New York University 2007 — 2008
M.S., Management of Technology
New York University - Polytechnic School of Engineering 2002 — 2006
B.S., Business & Technology Management
Morgan Stanley August 2012 - Present
UBS Investment Bank December 2009 - August 2012
UBS July 2006 - December 2009
BT Radianz 2005 - 2006
Skills
IT Strategy, Governance, ITIL, Business Analysis, Agile Methodologies, Quality Assurance, Management, Strategy, Forecasting, Strategic Planning, Analytics, Vendor Management, Finance, Risk Management, Portfolio Management, Information Technology, Business Process..., Trading Systems, Financial Services, SDLC, PMO, Fixed Income, Outsourcing
Education
Pace University 2013 — 2016
Doctorate, Seidenberg School of Computer Science & Information Systems, Computing
New York University 2008 — 2010
M.B.A., Finance
New York University 2007 — 2008
M.S., Management of Technology
New York University - Polytechnic School of Engineering 2002 — 2006
B.S., Business & Technology Management
Johny Villard's UBS Investment Bank Experience June 2006 - November 2008
Job Manager at SS&C GlobeOp Financial Services
Industry Financial Services
Experience
SS&C GlobeOp January 2015 - Present
SS&C Globeop January 2010 - January 2015
UBS Investment Bank June 2006 - November 2008
UBS Investment Bank November 2004 - June 2006
UBS Investment Bank June 2001 - November 2004
Skills
CLO, Credit, Credit Derivatives, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Middle Office, Loans, Project Management, Syndications, Fund Administration, Derivatives, Bloomberg, Capital Markets, Trading
Education
North Carolina Central University 1997 — 2001
SS&C GlobeOp January 2015 - Present
SS&C Globeop January 2010 - January 2015
UBS Investment Bank June 2006 - November 2008
UBS Investment Bank November 2004 - June 2006
UBS Investment Bank June 2001 - November 2004
Skills
CLO, Credit, Credit Derivatives, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Middle Office, Loans, Project Management, Syndications, Fund Administration, Derivatives, Bloomberg, Capital Markets, Trading
Education
North Carolina Central University 1997 — 2001
Dennis Faynberg's UBS Investment Bank Experience July 2011 - July 2014
Job Partner at Linnis
Industry Financial Services
Experience
Linnis August 2014 - Present
UBS Investment Bank July 2011 - July 2014
Nomura October 2009 - June 2011
Barclays Capital September 2008 - October 2009
Lehman Brothers 2008 - 2008
Barclays Capital 2007 - 2007
Skills
Equity Trading, Futures Trading, Electronic Trading, Market Data, Portfolio/Trading..., Transaction Cost..., Database Administration, Network Administration, Mac OS, Unix, Middleware, Back-end Programming, Network Security, GUI development, Server Administration
Education
New York University 2006 — 2007
MS
Rutgers University-New Brunswick 2003 — 2006
BA
Linnis August 2014 - Present
UBS Investment Bank July 2011 - July 2014
Nomura October 2009 - June 2011
Barclays Capital September 2008 - October 2009
Lehman Brothers 2008 - 2008
Barclays Capital 2007 - 2007
Skills
Equity Trading, Futures Trading, Electronic Trading, Market Data, Portfolio/Trading..., Transaction Cost..., Database Administration, Network Administration, Mac OS, Unix, Middleware, Back-end Programming, Network Security, GUI development, Server Administration
Education
New York University 2006 — 2007
MS
Rutgers University-New Brunswick 2003 — 2006
BA
Deepthi Gadhiraju's UBS Investment Bank Experience February 2011 - Present
Job Software Engineer at UBS Investment Bank
Industry Computer & Network Security
Experience
UBS Investment Bank February 2011 - Present
New York University September 2008 - September 2011
Oracle 2007 - 2008
Tata Consultancy Services 2006 - 2007
Skills
Unix, PL/SQL, Java, Ext JS, SQL, Oracle, Shell Scripting, Eclipse, Java Enterprise Edition, Core Java, JSP, Requirements Analysis, XML, Servlets, Spring, Algorithms
Education
New York University 2008 — 2010
Master of Science (MS), Information Systems
DAIICT 2002 — 2006
Bachelor of Technology (B.Tech.), Information and Communication Technology
UBS Investment Bank February 2011 - Present
New York University September 2008 - September 2011
Oracle 2007 - 2008
Tata Consultancy Services 2006 - 2007
Skills
Unix, PL/SQL, Java, Ext JS, SQL, Oracle, Shell Scripting, Eclipse, Java Enterprise Edition, Core Java, JSP, Requirements Analysis, XML, Servlets, Spring, Algorithms
Education
New York University 2008 — 2010
Master of Science (MS), Information Systems
DAIICT 2002 — 2006
Bachelor of Technology (B.Tech.), Information and Communication Technology
Mary Chamulak-Oszusto's UBS Investment Bank Experience October 2012 - Present
Job Director of Operations, CAIP Governance at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank October 2012 - Present
Mary Chamulak-Oszustowicz April 2012 - September 2012
Goldman Sachs November 2003 - April 2012
Prudential Securities May 2000 - November 2003
Bear Stearns November 1993 - May 2000
Skills
Settlements, Equities, Bonds, Corporate Actions, Money Market, Mutual Funds, Fixed Income, Dividends, Proxy, Class Actions, Operational Risk..., Training, Security Clearance, Customer Service, Building Relationships, Regulatory Analysis, Reorg, Microsoft Office, Supervising, Risk Management, Team Building, Teamwork, Team Management, Repo, Settlement, Series 99, Prime Brokerage, Asset Management, Electronic Trading, Trading, Trading Systems, AML, Repossessions, Capital Markets, Securities, Derivatives
Education
St. Francis College 1988 — 1992
Bachelor of Science (BS), Accounting
New York University 1988 — 1988
Pre-Med
St. George Academy 1983 — 1987
UBS Investment Bank October 2012 - Present
Mary Chamulak-Oszustowicz April 2012 - September 2012
Goldman Sachs November 2003 - April 2012
Prudential Securities May 2000 - November 2003
Bear Stearns November 1993 - May 2000
Skills
Settlements, Equities, Bonds, Corporate Actions, Money Market, Mutual Funds, Fixed Income, Dividends, Proxy, Class Actions, Operational Risk..., Training, Security Clearance, Customer Service, Building Relationships, Regulatory Analysis, Reorg, Microsoft Office, Supervising, Risk Management, Team Building, Teamwork, Team Management, Repo, Settlement, Series 99, Prime Brokerage, Asset Management, Electronic Trading, Trading, Trading Systems, AML, Repossessions, Capital Markets, Securities, Derivatives
Education
St. Francis College 1988 — 1992
Bachelor of Science (BS), Accounting
New York University 1988 — 1988
Pre-Med
St. George Academy 1983 — 1987
Direndra Lal, PMP's UBS Investment Bank Experience March 2005 - May 2009
Job Vice President Global Markets & Research Technology at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch June 2012 - Present
Ipreo August 2009 - June 2012
UBS Investment Bank March 2005 - May 2009
UBS Investment Bank March 2001 - March 2005
Skills
Software Project..., Relationship Management, Equity Research, Business Analysis, Equities, Valuation, Capital Markets, Investment Banking, VBA, Fixed Income, Requirements Gathering, Bloomberg, Financial Analysis, Financial Modeling, SDLC, Visio, Agile Project Management, ASP, Asset Managment, Corporate Finance, Data Analysis, Financial Accounting, Functional Requirements, Information Technology, Private Equity, Regulatory Requirements, Software Documentation, Software Quality..., SQL, Structured Products, Technical Documentation, US GAAP, User Interface Design, Waterfall
Education
New York University
Certificate in Project Management, Technology
Saint John's University 1998 — 2001
B.S.
Bank of America Merrill Lynch June 2012 - Present
Ipreo August 2009 - June 2012
UBS Investment Bank March 2005 - May 2009
UBS Investment Bank March 2001 - March 2005
Skills
Software Project..., Relationship Management, Equity Research, Business Analysis, Equities, Valuation, Capital Markets, Investment Banking, VBA, Fixed Income, Requirements Gathering, Bloomberg, Financial Analysis, Financial Modeling, SDLC, Visio, Agile Project Management, ASP, Asset Managment, Corporate Finance, Data Analysis, Financial Accounting, Functional Requirements, Information Technology, Private Equity, Regulatory Requirements, Software Documentation, Software Quality..., SQL, Structured Products, Technical Documentation, US GAAP, User Interface Design, Waterfall
Education
New York University
Certificate in Project Management, Technology
Saint John's University 1998 — 2001
B.S.
Donovan Locke's UBS Investment Bank Experience April 2003 - Present
Job Associate Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank April 2003 - Present
Skills
Prime Brokerage, Derivatives, Fixed Income, Capital Markets, Credit Derivatives, Hedge Funds, Electronic Trading, Middle Office, Trading Systems, Financial Markets, Commodity, ISDA, FX Options, Investment Banking, Equity Derivatives, Market Data, Structured Products, Options, Onboarding, Clearing Houses, FX trading, Interest Rate..., CDS, FX Trading
Education
New York University
UBS Investment Bank April 2003 - Present
Skills
Prime Brokerage, Derivatives, Fixed Income, Capital Markets, Credit Derivatives, Hedge Funds, Electronic Trading, Middle Office, Trading Systems, Financial Markets, Commodity, ISDA, FX Options, Investment Banking, Equity Derivatives, Market Data, Structured Products, Options, Onboarding, Clearing Houses, FX trading, Interest Rate..., CDS, FX Trading
Education
New York University
Eugene Weinstein's UBS Investment Bank Experience July 2011 - Present
Job Developer at UBS
Industry Computer Software
Experience
UBS Investment Bank July 2011 - Present
Neuberger Berman September 2010 - May 2011
Deutsche Bank Securities September 2009 - July 2010
Vivat, Inc 2005 - July 2010
D&B 2006 - December 2008
US Trust November 2005 - January 2007
AT&T November 2003 - May 2005
Morgan Stanley September 2002 - August 2003
Kaplan Test Prep and Admissions 2000 - 2001
Education
New York University - Polytechnic School of Engineering 1997 — 2001
BS, Computer Science
The Cooper Union for the Advancement of Science and Art 1995 — 1997
Architecture
UBS Investment Bank July 2011 - Present
Neuberger Berman September 2010 - May 2011
Deutsche Bank Securities September 2009 - July 2010
Vivat, Inc 2005 - July 2010
D&B 2006 - December 2008
US Trust November 2005 - January 2007
AT&T November 2003 - May 2005
Morgan Stanley September 2002 - August 2003
Kaplan Test Prep and Admissions 2000 - 2001
Education
New York University - Polytechnic School of Engineering 1997 — 2001
BS, Computer Science
The Cooper Union for the Advancement of Science and Art 1995 — 1997
Architecture
Joe Forrester's UBS Investment Bank Experience 1999 - 2008
Job Counsel at Edwards Wildman Palmer LLP
Industry Law Practice
Experience
Locke Lord LLP June 2008 - Present
UBS 1999 - 2008
UBS Investment Bank 1999 - 2008
Merrill Lynch 1995 - 1999
Credit Suisse 1991 - 1995
CS First Boston 1991 - 1995
Dewey Ballantine LLP 1981 - 1991
Education
New York University School of Law 1974 — 1977
LL.M., Taxation
University of Virginia School of Law 1969 — 1973
J.D.
Tulane University 1965 — 1969
B.A., Political Science
Locke Lord LLP June 2008 - Present
UBS 1999 - 2008
UBS Investment Bank 1999 - 2008
Merrill Lynch 1995 - 1999
Credit Suisse 1991 - 1995
CS First Boston 1991 - 1995
Dewey Ballantine LLP 1981 - 1991
Education
New York University School of Law 1974 — 1977
LL.M., Taxation
University of Virginia School of Law 1969 — 1973
J.D.
Tulane University 1965 — 1969
B.A., Political Science
Patrice A. Naughton's UBS Investment Bank Experience June 2012 - Present
Job Director, Securities Middle Office Change
Industry Financial Services
Experience
UBS Investment Bank June 2012 - Present
MF Global Inc 2010 - 2011
Bay Crest Partners, LLC 2009 - 2010
JP Morgan 2008 - 2008
Bear Stearns 1985 - 2008
Skills
Restructuring, Acquisition Integration, Product Development, Cost Reduction, Equities, Series 7, Series 24, Project Management, Team Management, Team Leadership, Cross-functional Team..., Regulatory Compliance, Middle Office, Equity Capital Markets, Project Implementation, Change Management, International Equities, Process Improvement, Strategic Planning, Decisive, Innovative Problem..., Multitasker, New Business Development, Oral Communications, Performance and..., Compliance, Electronic Trading, Trading, Securities, Options, Trading Systems, Strategy, Risk Management, Bloomberg, Capital Markets, Market Data, Program Management, CRM, FINRA, Investments, Equity Trading, Mergers & Acquisitions, Fixed Income, Financial Analysis, Back Office, Portfolio Management, Derivatives, Financial Risk, Financial Services, Settlement
Education
New York University
Basic Project Management
State University of New York College at Buffalo
Bachelor of Arts, English
UBS Investment Bank June 2012 - Present
MF Global Inc 2010 - 2011
Bay Crest Partners, LLC 2009 - 2010
JP Morgan 2008 - 2008
Bear Stearns 1985 - 2008
Skills
Restructuring, Acquisition Integration, Product Development, Cost Reduction, Equities, Series 7, Series 24, Project Management, Team Management, Team Leadership, Cross-functional Team..., Regulatory Compliance, Middle Office, Equity Capital Markets, Project Implementation, Change Management, International Equities, Process Improvement, Strategic Planning, Decisive, Innovative Problem..., Multitasker, New Business Development, Oral Communications, Performance and..., Compliance, Electronic Trading, Trading, Securities, Options, Trading Systems, Strategy, Risk Management, Bloomberg, Capital Markets, Market Data, Program Management, CRM, FINRA, Investments, Equity Trading, Mergers & Acquisitions, Fixed Income, Financial Analysis, Back Office, Portfolio Management, Derivatives, Financial Risk, Financial Services, Settlement
Education
New York University
Basic Project Management
State University of New York College at Buffalo
Bachelor of Arts, English
Ryan Tang, CPA's UBS Investment Bank Experience 2013 - Present
Job at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank 2013 - Present
Deutsche Bank 2011 - 2013
Deutsche Bank 2004 - 2011
Deutsche Bank 2000 - 2004
Barclays 1998 - 2000
Skills
Derivatives, Fixed Income, Equities, Market Risk, Equity Derivatives, Trading, Interest Rate..., Risk Management, Structured Products, Finance, Valuation, Foreign Exchange, Financial Services, Capital Markets, Swaps, Credit Derivatives, Middle Office, Investment Banking, Hedge Funds, FX Options, Bloomberg, Prime Brokerage, Options, Trading Systems, Financial Markets, Bonds, Structured Finance, Product Control, CDS, Securities Lending, Electronic Trading, Emerging Markets, Hedging, Securities, Interest Rate Swaps, Equity Trading, Back Office, Quantitative Finance, Alternative Investments, Settlement, Volatility, Operational Risk, Proprietary Trading, Financial Structuring, Commodity, Rates, Fund Of Funds, Currency, Securitization, MBS
Education
New York University
UBS Investment Bank 2013 - Present
Deutsche Bank 2011 - 2013
Deutsche Bank 2004 - 2011
Deutsche Bank 2000 - 2004
Barclays 1998 - 2000
Skills
Derivatives, Fixed Income, Equities, Market Risk, Equity Derivatives, Trading, Interest Rate..., Risk Management, Structured Products, Finance, Valuation, Foreign Exchange, Financial Services, Capital Markets, Swaps, Credit Derivatives, Middle Office, Investment Banking, Hedge Funds, FX Options, Bloomberg, Prime Brokerage, Options, Trading Systems, Financial Markets, Bonds, Structured Finance, Product Control, CDS, Securities Lending, Electronic Trading, Emerging Markets, Hedging, Securities, Interest Rate Swaps, Equity Trading, Back Office, Quantitative Finance, Alternative Investments, Settlement, Volatility, Operational Risk, Proprietary Trading, Financial Structuring, Commodity, Rates, Fund Of Funds, Currency, Securitization, MBS
Education
New York University
Jarom Fawson's UBS Investment Bank Experience January 2005 - July 2009
Job Principal at VMG Partners
Industry Investment Management
Experience
VMG Partners May 2012 - Present
Moelis & Company September 2009 - April 2012
UBS Investment Bank January 2005 - July 2009
American Express August 2003 - January 2005
Education
The University of Chicago 2001 — 2003
MBA, Economic, Analytic Finance
New York University 1993 — 1995
BA, Computer Science
Southern Utah University 1991 — 1993
VMG Partners May 2012 - Present
Moelis & Company September 2009 - April 2012
UBS Investment Bank January 2005 - July 2009
American Express August 2003 - January 2005
Education
The University of Chicago 2001 — 2003
MBA, Economic, Analytic Finance
New York University 1993 — 1995
BA, Computer Science
Southern Utah University 1991 — 1993
Steven Edelstein's UBS Investment Bank Experience December 2012 - March 2013
Job Regional Head of Talent Acquisition for North America for Capital Markets Advisors LLC
Industry Financial Services
Experience
Capital Markets Advisors LLC March 2012 - Present
MetLife September 2013 - December 2013
UBS Investment Bank December 2012 - March 2013
RBS Global Banking & Markets August 2011 - February 2012
Citi February 2011 - August 2011
JPMorgan Chase June 2010 - October 2010
UBS October 2009 - May 2010
Bank of America July 2008 - September 2008
UBS Investment Bank October 2006 - January 2008
Fidelity Investments March 2005 - July 2006
Skills
Vendor Management, PeopleSoft, Information Technology, Financial Risk, Technical Recruiting, Visio, Business Process..., Business Process, Process Improvement, Financial Analysis, Project Management, Stakeholder Management, Software Documentation, Financial Services, Business Analysis, Microsoft Office 2007, Recruiting
Education
New York University
Master of Public Administration (MPA), Public Administration
Capital Markets Advisors LLC March 2012 - Present
MetLife September 2013 - December 2013
UBS Investment Bank December 2012 - March 2013
RBS Global Banking & Markets August 2011 - February 2012
Citi February 2011 - August 2011
JPMorgan Chase June 2010 - October 2010
UBS October 2009 - May 2010
Bank of America July 2008 - September 2008
UBS Investment Bank October 2006 - January 2008
Fidelity Investments March 2005 - July 2006
Skills
Vendor Management, PeopleSoft, Information Technology, Financial Risk, Technical Recruiting, Visio, Business Process..., Business Process, Process Improvement, Financial Analysis, Project Management, Stakeholder Management, Software Documentation, Financial Services, Business Analysis, Microsoft Office 2007, Recruiting
Education
New York University
Master of Public Administration (MPA), Public Administration
Jiasong Zhu's UBS Investment Bank Experience 2008 - November 2011
Job VP Project Management at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2013 - Present
HSBC Securities December 2012 - August 2013
Bridgewater Associates February 2012 - October 2012
UBS Investment Bank 2008 - November 2011
UBS Investment Bank 2006 - 2008
UBS Investment Bank 2002 - 2006
UBS Investment Bank 1999 - 2002
Skills
Trading Systems
Education
Polytechnic University
BS, Computer Science
Shanghai No.2 High School
BNY Mellon August 2013 - Present
HSBC Securities December 2012 - August 2013
Bridgewater Associates February 2012 - October 2012
UBS Investment Bank 2008 - November 2011
UBS Investment Bank 2006 - 2008
UBS Investment Bank 2002 - 2006
UBS Investment Bank 1999 - 2002
Skills
Trading Systems
Education
Polytechnic University
BS, Computer Science
Shanghai No.2 High School
Yevgeny Vilensky's UBS Investment Bank Experience June 2008 - August 2011
Job VicePresident, Quantitative Analyst, Flow Credit at Barclays
Industry Banking
Experience
Barclays April 2012 - Present
Goldman Sachs August 2011 - April 2012
UBS Investment Bank June 2008 - August 2011
New York University 2003 - 2008
Merrill Lynch 2006 - 2006
Skills
Derivatives, Financial Modeling
Education
New York University 2003 — 2008
PhD, Mathematics
Yale University 1999 — 2003
BS, Mathematics
Barclays April 2012 - Present
Goldman Sachs August 2011 - April 2012
UBS Investment Bank June 2008 - August 2011
New York University 2003 - 2008
Merrill Lynch 2006 - 2006
Skills
Derivatives, Financial Modeling
Education
New York University 2003 — 2008
PhD, Mathematics
Yale University 1999 — 2003
BS, Mathematics
Lee Warshaw's UBS Investment Bank Experience February 1999 - May 2008
Job Managing Director at Ladder Capital Finance LLC
Industry Financial Services
Experience
Ladder Capital Finance LLC October 2008 - Present
UBS Investment Bank February 1999 - May 2008
Skills
Valuation, Due Diligence, Asset Management, Real Estate Economics, Investments, Capital Markets, Financial Modeling, Portfolio Management, Private Equity, Structured Finance
Education
New York University 1984 — 1988
BS, Accounting
Ladder Capital Finance LLC October 2008 - Present
UBS Investment Bank February 1999 - May 2008
Skills
Valuation, Due Diligence, Asset Management, Real Estate Economics, Investments, Capital Markets, Financial Modeling, Portfolio Management, Private Equity, Structured Finance
Education
New York University 1984 — 1988
BS, Accounting
Shaida Nakhla's UBS Investment Bank Experience March 1995 - September 2001
Job Financial Services Professional
Industry Financial Services
Experience
UBS Investment Bank March 1995 - September 2001
Lehman Brothers June 1986 - March 1995
Education
New York University
MBA
UBS Investment Bank March 1995 - September 2001
Lehman Brothers June 1986 - March 1995
Education
New York University
MBA
Ameeta Agate's UBS Investment Bank Experience July 2009 - March 2010
Job HRISSystems and Data Manager, Christie's
Industry Capital Markets
Experience
Christie's April 2013 - Present
Barclays Investment Bank October 2011 - March 2013
Rabobank March 2010 - February 2011
UBS Investment Bank July 2009 - March 2010
RBC Capital Markets June 2005 - September 2008
Mellon Investor Services April 2002 - May 2005
Skills
Fixed Income, Derivatives, Financial Modeling, Financial Analysis, Equities, Workday, PeopleSoft, Lumesse, SAP BW, Cartesis, Cornerstone, Metrics Reporting, Project Management, Financial Reporting, Talent Reporting, System Integration..., Attrition, SharePoint, Headcount reporting, Pipeline Management, Gender Analysis, MIS, Data Quality, Bloomberg, Finance
Education
New York University 2008 — 2008
Accounting
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
BS, Biology
Christie's April 2013 - Present
Barclays Investment Bank October 2011 - March 2013
Rabobank March 2010 - February 2011
UBS Investment Bank July 2009 - March 2010
RBC Capital Markets June 2005 - September 2008
Mellon Investor Services April 2002 - May 2005
Skills
Fixed Income, Derivatives, Financial Modeling, Financial Analysis, Equities, Workday, PeopleSoft, Lumesse, SAP BW, Cartesis, Cornerstone, Metrics Reporting, Project Management, Financial Reporting, Talent Reporting, System Integration..., Attrition, SharePoint, Headcount reporting, Pipeline Management, Gender Analysis, MIS, Data Quality, Bloomberg, Finance
Education
New York University 2008 — 2008
Accounting
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
BS, Biology
Dayan Rosen's UBS Investment Bank Experience March 2001 - August 2004
Job Shareholder at Stradling Yocca Carlson & Rauth
Industry Legal Services
Experience
Stradling Yocca Carlson & Rauth October 2014 - Present
Manatt, Phelps & Phillips, LLP May 2012 - October 2014
Latham & Watkins August 2004 - May 2012
UBS Investment Bank March 2001 - August 2004
Milbank, Tweed, Hadley & McCloy LLP September 1997 - March 2001
Skills
Corporate Finance, Investment Banking, Private Equity, Financial Structuring, Leveraged Finance, Banking, Commerical Lending, Finance, Investments, Commercial Lending, Corporate Law, Mergers & Acquisitions, Capital Markets
Education
New York University School of Law 1994 — 1997
JD
Rutgers University-New Brunswick 1989 — 1993
BA, History, Political Science, Japanese
Stradling Yocca Carlson & Rauth October 2014 - Present
Manatt, Phelps & Phillips, LLP May 2012 - October 2014
Latham & Watkins August 2004 - May 2012
UBS Investment Bank March 2001 - August 2004
Milbank, Tweed, Hadley & McCloy LLP September 1997 - March 2001
Skills
Corporate Finance, Investment Banking, Private Equity, Financial Structuring, Leveraged Finance, Banking, Commerical Lending, Finance, Investments, Commercial Lending, Corporate Law, Mergers & Acquisitions, Capital Markets
Education
New York University School of Law 1994 — 1997
JD
Rutgers University-New Brunswick 1989 — 1993
BA, History, Political Science, Japanese
Mahbubul Sarker's UBS Investment Bank Experience August 2009 - December 2012
Job Associate Director at UBS
Industry Financial Services
Experience
JPMorgan Chase 2013 - Present
UBS Investment Bank August 2009 - December 2012
GlobeOP 2007 - 2009
Morgan Stanley December 2006 - December 2007
Citigroup 2001 - 2006
Skills
Fixed Income, Trading Systems, FX Options, Financial Markets, Equity Derivatives, Asset Management, Trading, Sybase, Options, Market Data, Risk Management, Investments, Structured Products
Education
New York University - Polytechnic School of Engineering 1998 — 2001
Msc, Computer Science
NYU poly 1997 — 2001
Maste
JPMorgan Chase 2013 - Present
UBS Investment Bank August 2009 - December 2012
GlobeOP 2007 - 2009
Morgan Stanley December 2006 - December 2007
Citigroup 2001 - 2006
Skills
Fixed Income, Trading Systems, FX Options, Financial Markets, Equity Derivatives, Asset Management, Trading, Sybase, Options, Market Data, Risk Management, Investments, Structured Products
Education
New York University - Polytechnic School of Engineering 1998 — 2001
Msc, Computer Science
NYU poly 1997 — 2001
Maste
Jack Choy's UBS Investment Bank Experience 1999 - 2001
Job Sr. Business System Analyst at TD Securities
Industry Information Technology and Services
Experience
TD Securities August 2012 - Present
Credit Suisse March 2012 - July 2012
Merrill Lynch August 2011 - December 2011
Credit Suisse June 2009 - June 2011
Misys 2004 - 2008
UBS Investment Bank 1999 - 2001
UBS 1997 - 2001
Swiss Bank Corp 1990 - 1997
JP Morgan Chase (formerly Chemical Bank) 1983 - 1989
Skills
Back Office, FX Options, SDLC, Fixed Income, Derivatives, Business Analysis, Investment Banking, Capital Markets, Equities, Banking, Trading Systems, Visio, Vendor Management, Risk Management
Education
New York University
Certificate, Computer Programming
Saint John's University
MBA, International Finance
University of Wisconsin-Oshkosh
BBA, Finance
TD Securities August 2012 - Present
Credit Suisse March 2012 - July 2012
Merrill Lynch August 2011 - December 2011
Credit Suisse June 2009 - June 2011
Misys 2004 - 2008
UBS Investment Bank 1999 - 2001
UBS 1997 - 2001
Swiss Bank Corp 1990 - 1997
JP Morgan Chase (formerly Chemical Bank) 1983 - 1989
Skills
Back Office, FX Options, SDLC, Fixed Income, Derivatives, Business Analysis, Investment Banking, Capital Markets, Equities, Banking, Trading Systems, Visio, Vendor Management, Risk Management
Education
New York University
Certificate, Computer Programming
Saint John's University
MBA, International Finance
University of Wisconsin-Oshkosh
BBA, Finance
Daniel Rohlman's UBS Investment Bank Experience September 2008 - October 2009
Job Vice President at Pine Management, Inc.
Industry Real Estate
Experience
Pine Management, Inc. October 2009 - Present
MYNY Properties LLC February 2013 - Present
UBS Investment Bank September 2008 - October 2009
UBS Investment Bank June 2007 - August 2007
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Finance/Accounting
New York University 2010 — 2013
Master's Degree, Real Estate
Pine Management, Inc. October 2009 - Present
MYNY Properties LLC February 2013 - Present
UBS Investment Bank September 2008 - October 2009
UBS Investment Bank June 2007 - August 2007
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Finance/Accounting
New York University 2010 — 2013
Master's Degree, Real Estate
Luiz Schlittler's UBS Investment Bank Experience March 2015 - Present
Job Owner of Schlittler Adivisors
Industry Investment Banking
Experience
UBS Investment Bank March 2015 - Present
XP Securities November 2013 - August 2014
Cantor Fitzgerald July 2012 - November 2013
Jefferies & Company March 2011 - November 2011
Standard Bank USA May 2010 - March 2011
Bloomberg June 2009 - April 2010
HSBC Securities June 2005 - November 2008
Banca IMI June 2003 - May 2005
Merrill Lynch September 2002 - April 2003
Ágora Senior January 1996 - March 2000
Skills
Trading, Electronic Trading, Arbitrage, Fixed Income, Emerging Markets, Bonds, Securities, Debt, CDS, Derivatives, Credit, Risk Management, Options, Credit Derivatives, Equities, Portfolio Management, Rates, Investments, Series 7, Financial Markets, FX trading, Bloomberg, Trading Systems, Traders, Valuation, Financial Risk
Education
Polytechnic University 2012 — 2015
Master of Engineering (M.Eng.), Financial Engineering
The University of Chicago Booth School of Business 2000 — 2002
MBA, Finance, Economics, Entrepreneurship
Pontifícia Universidade Católica do Rio de Janeiro 1991 — 1996
BS, Economis
UBS Investment Bank March 2015 - Present
XP Securities November 2013 - August 2014
Cantor Fitzgerald July 2012 - November 2013
Jefferies & Company March 2011 - November 2011
Standard Bank USA May 2010 - March 2011
Bloomberg June 2009 - April 2010
HSBC Securities June 2005 - November 2008
Banca IMI June 2003 - May 2005
Merrill Lynch September 2002 - April 2003
Ágora Senior January 1996 - March 2000
Skills
Trading, Electronic Trading, Arbitrage, Fixed Income, Emerging Markets, Bonds, Securities, Debt, CDS, Derivatives, Credit, Risk Management, Options, Credit Derivatives, Equities, Portfolio Management, Rates, Investments, Series 7, Financial Markets, FX trading, Bloomberg, Trading Systems, Traders, Valuation, Financial Risk
Education
Polytechnic University 2012 — 2015
Master of Engineering (M.Eng.), Financial Engineering
The University of Chicago Booth School of Business 2000 — 2002
MBA, Finance, Economics, Entrepreneurship
Pontifícia Universidade Católica do Rio de Janeiro 1991 — 1996
BS, Economis
Mathias Krüttli's UBS Investment Bank Experience January 2009 - September 2009
Job Federal Reserve Board, Economist in Research and Statistics
Industry Public Policy
Experience
Federal Reserve Board September 2015 - Present
Harvard University July 2014 - May 2015
Goldman Sachs August 2013 - September 2013
The Boston Consulting Group June 2012 - September 2012
Nomura July 2011 - October 2011
Credit Suisse June 2010 - September 2010
UBS Investment Bank January 2009 - September 2009
Roubini Global Economics September 2008 - December 2008
UBS Investment Bank May 2008 - August 2008
KPMG September 2005 - January 2006
Skills
Econometrics, FX Options, Investment Banking, Market Risk, Quantitative Finance, Emerging Markets, Quantitative Analytics
Education
University of Oxford 2009 — 2014
PhD, Economics
New York University 2007 — 2008
MA, Economics
Universität Zürich 2003 — 2005
Vordiplom, Economics
Federal Reserve Board September 2015 - Present
Harvard University July 2014 - May 2015
Goldman Sachs August 2013 - September 2013
The Boston Consulting Group June 2012 - September 2012
Nomura July 2011 - October 2011
Credit Suisse June 2010 - September 2010
UBS Investment Bank January 2009 - September 2009
Roubini Global Economics September 2008 - December 2008
UBS Investment Bank May 2008 - August 2008
KPMG September 2005 - January 2006
Skills
Econometrics, FX Options, Investment Banking, Market Risk, Quantitative Finance, Emerging Markets, Quantitative Analytics
Education
University of Oxford 2009 — 2014
PhD, Economics
New York University 2007 — 2008
MA, Economics
Universität Zürich 2003 — 2005
Vordiplom, Economics
Srisudha Mirla's UBS Investment Bank Experience January 2011 - December 2012
Job Asst Vice President Front Office Trading and Analytics at Harvard Management Company
Industry Banking
Experience
Harvard Management Company April 2013 - Present
UBS Investment Bank January 2011 - December 2012
UBS 2010 - 2011
UBS February 2009 - February 2010
UBS Investment Bank February 2007 - June 2009
New York University 2005 - 2007
Skills
Core Java, C#, Multithreading, Socket Programming, Oracle, PL/SQL, WPF, Performance Tuning, Perl, Quantitative Analytics, Financial Risk, Trading Systems, Statistics, Microsoft Excel, Shell Scripting, Unix, Struts, Hibernate, Servlets, Design Patterns, Web Services, SOAP, SOA, JSP, Subversion, VBA, Spring, Equities, Trading, Derivatives, Java, Credit Derivatives, Options, Market Risk, Fixed Income, Data Warehousing, Interest Rate..., Sybase, Market Data, Unix Shell Scripting, Electronic Trading, Databases, Equity Derivatives, Quantitative Finance, Low Latency, Equity Trading, Algorithms, Prime Brokerage, Risk Management, Proprietary Trading
Education
New York University 2005 — 2007
MS, Management Information Systems, General, A
PESIT, Bangalore 2000 — 2004
Bachelor of Science (B.S.), Computer and Information Sciences, General
Harvard Management Company April 2013 - Present
UBS Investment Bank January 2011 - December 2012
UBS 2010 - 2011
UBS February 2009 - February 2010
UBS Investment Bank February 2007 - June 2009
New York University 2005 - 2007
Skills
Core Java, C#, Multithreading, Socket Programming, Oracle, PL/SQL, WPF, Performance Tuning, Perl, Quantitative Analytics, Financial Risk, Trading Systems, Statistics, Microsoft Excel, Shell Scripting, Unix, Struts, Hibernate, Servlets, Design Patterns, Web Services, SOAP, SOA, JSP, Subversion, VBA, Spring, Equities, Trading, Derivatives, Java, Credit Derivatives, Options, Market Risk, Fixed Income, Data Warehousing, Interest Rate..., Sybase, Market Data, Unix Shell Scripting, Electronic Trading, Databases, Equity Derivatives, Quantitative Finance, Low Latency, Equity Trading, Algorithms, Prime Brokerage, Risk Management, Proprietary Trading
Education
New York University 2005 — 2007
MS, Management Information Systems, General, A
PESIT, Bangalore 2000 — 2004
Bachelor of Science (B.S.), Computer and Information Sciences, General
Regan Fad's UBS Investment Bank Experience February 2011 - February 2015
Job Associate General Counsel at Teneo Holdings
Industry Law Practice
Experience
Teneo Holdings June 2015 - Present
UBS Investment Bank February 2011 - February 2015
Clifford Chance March 2006 - January 2011
Cahill Gordon & Reindel 2002 - 2006
Skills
Corporate Law, Capital Markets, Securities Regulation, Mergers & Acquisitions, Private Equity, Corporate Governance, Due Diligence, Legal Writing, Legal Research, Corporate Finance, Capital, High Yield Bonds, Equity Capital Markets, Contract Negotiation, Non-disclosure..., Leveraged Finance, Leveraged Lending, Cross-border...
Education
New York University School of Law 1999 — 2002
Doctor of Law (J.D.)
Teneo Holdings June 2015 - Present
UBS Investment Bank February 2011 - February 2015
Clifford Chance March 2006 - January 2011
Cahill Gordon & Reindel 2002 - 2006
Skills
Corporate Law, Capital Markets, Securities Regulation, Mergers & Acquisitions, Private Equity, Corporate Governance, Due Diligence, Legal Writing, Legal Research, Corporate Finance, Capital, High Yield Bonds, Equity Capital Markets, Contract Negotiation, Non-disclosure..., Leveraged Finance, Leveraged Lending, Cross-border...
Education
New York University School of Law 1999 — 2002
Doctor of Law (J.D.)
Adam Olive's UBS Investment Bank Experience March 1996 - August 1997
Job Director Product Development and Strategy in AIG's Life and Retirement Group
Industry Investment Management
Experience
AIG August 2014 - Present
HSBC Global Asset Management November 2011 - July 2014
HSBC Global Asset Management April 2009 - October 2011
HSBC Global Asset Management June 2006 - March 2009
Quantitative Techniques April 2005 - May 2006
Eclipse Capital October 2003 - March 2005
Bank of America March 2000 - July 2003
Deutsche Bank Securities September 1997 - February 2000
UBS Investment Bank March 1996 - August 1997
Bankers Trust (acquired by Deustche Bank in 1998) September 1993 - February 1996
Skills
Hedge Funds, Equities, Asset Managment, Fixed Income, Quantitative Analytics, Portfolio Management, Bloomberg, Emerging Markets, Financial Modeling, Trading, Volatility, Portfolio Optimization, Risk Management, Alternative Investments, Quantitative Investing, Investment Strategies, Asset Allocation, Investment Management, Derivatives, R/S Programming
Education
University of California, Los Angeles 1991 — 1993
MBA, Finance
University of Cambridge 1981 — 1985
PhD, Theoretical Physics
University of Newcastle-upon-Tyne 1978 — 1981
Bachelor of Science (B.Sc.), Physics, 1st Class Honours
AIG August 2014 - Present
HSBC Global Asset Management November 2011 - July 2014
HSBC Global Asset Management April 2009 - October 2011
HSBC Global Asset Management June 2006 - March 2009
Quantitative Techniques April 2005 - May 2006
Eclipse Capital October 2003 - March 2005
Bank of America March 2000 - July 2003
Deutsche Bank Securities September 1997 - February 2000
UBS Investment Bank March 1996 - August 1997
Bankers Trust (acquired by Deustche Bank in 1998) September 1993 - February 1996
Skills
Hedge Funds, Equities, Asset Managment, Fixed Income, Quantitative Analytics, Portfolio Management, Bloomberg, Emerging Markets, Financial Modeling, Trading, Volatility, Portfolio Optimization, Risk Management, Alternative Investments, Quantitative Investing, Investment Strategies, Asset Allocation, Investment Management, Derivatives, R/S Programming
Education
University of California, Los Angeles 1991 — 1993
MBA, Finance
University of Cambridge 1981 — 1985
PhD, Theoretical Physics
University of Newcastle-upon-Tyne 1978 — 1981
Bachelor of Science (B.Sc.), Physics, 1st Class Honours
Troy Ennico's UBS Investment Bank Experience April 2004 - June 2008
Job Credit Trading BNP
Industry Banking
Experience
BNP Paribas September 2014 - Present
Barclays Capital July 2008 - September 2014
UBS Investment Bank April 2004 - June 2008
Deutsche Bank January 2001 - March 2004
Skills
Fixed Income, Credit Derivatives, CDS, Structured Products, High Yield, Derivatives, Leveraged Finance, Equities, Hedge Funds, Swaps, Bloomberg, FX Options, Securitization, Interest Rate..., Equity Derivatives, Alternative Investments, Asset Management, Prime Brokerage, Options, Capital Markets, CDO, Bonds, Financial Structuring, Investment Banking, Trading, Structured Finance, ABS, Electronic Trading
Education
NYU
MBA, Finance
University of Wisconsin-Madison
BBA, Finance, Risk Management
BNP Paribas September 2014 - Present
Barclays Capital July 2008 - September 2014
UBS Investment Bank April 2004 - June 2008
Deutsche Bank January 2001 - March 2004
Skills
Fixed Income, Credit Derivatives, CDS, Structured Products, High Yield, Derivatives, Leveraged Finance, Equities, Hedge Funds, Swaps, Bloomberg, FX Options, Securitization, Interest Rate..., Equity Derivatives, Alternative Investments, Asset Management, Prime Brokerage, Options, Capital Markets, CDO, Bonds, Financial Structuring, Investment Banking, Trading, Structured Finance, ABS, Electronic Trading
Education
NYU
MBA, Finance
University of Wisconsin-Madison
BBA, Finance, Risk Management
Nicole Fencel's UBS Investment Bank Experience June 2010 - May 2011
Job MBA Candidate at UCLA Anderson
Industry Entertainment
Experience
Bloomberg LP March 2014 - July 2015
Bloomberg May 2011 - March 2014
UBS Investment Bank June 2010 - May 2011
UBS Investment Bank June 2009 - August 2009
Merrill Lynch August 2008 - December 2008
Skills
Strategy, Financial Modeling, Project Management, Strategic Planning, Data Analysis, Business Development, Financial Analysis, Microsoft Excel, Presentation Development, Bloomberg Terminal, Leadership
Education
UCLA Anderson School of Management 2015 — 2017
New York University - Leonard N. Stern School of Business 2006 — 2010
Bachelor of Science (B.S.), Economics
NYU Shanghai Study Abroad Program 2008 — 2008
New York University
New York University
New York University
New York University
Bloomberg LP March 2014 - July 2015
Bloomberg May 2011 - March 2014
UBS Investment Bank June 2010 - May 2011
UBS Investment Bank June 2009 - August 2009
Merrill Lynch August 2008 - December 2008
Skills
Strategy, Financial Modeling, Project Management, Strategic Planning, Data Analysis, Business Development, Financial Analysis, Microsoft Excel, Presentation Development, Bloomberg Terminal, Leadership
Education
UCLA Anderson School of Management 2015 — 2017
New York University - Leonard N. Stern School of Business 2006 — 2010
Bachelor of Science (B.S.), Economics
NYU Shanghai Study Abroad Program 2008 — 2008
New York University
New York University
New York University
New York University
Sara- Dede Metayer's UBS Investment Bank Experience April 2006 - October 2008
Job Office Manager/Technical Assistant at AECOM / Haider Engineering
Industry Higher Education
Experience
AECOM January 2014 - Present
Haider Engineering 2011 - 2014
HAIDER ENGINEERING March 2011 - August 2013
Hazen and Sawyer, P.C January 2011 - March 2011
FINRA (Financial Industry Regulatory Authority July 2010 - January 2011
Hofstra University School of Law July 2009 - May 2010
Advantis Healthcare Solutions April 2009 - July 2009
UBS Investment Bank April 2006 - October 2008
REID SYSTEMS October 2004 - March 2006
Bank of Bermuda May 2004 - October 2004
Skills
Management, Office Administration, Office Management, Microsoft Office, Administrative..., Budgets, Outlook, Process Scheduler, Payroll, Software Documentation, Data Entry, Invoicing
Education
Norfolk State University
Accounting and Business Management
AECOM January 2014 - Present
Haider Engineering 2011 - 2014
HAIDER ENGINEERING March 2011 - August 2013
Hazen and Sawyer, P.C January 2011 - March 2011
FINRA (Financial Industry Regulatory Authority July 2010 - January 2011
Hofstra University School of Law July 2009 - May 2010
Advantis Healthcare Solutions April 2009 - July 2009
UBS Investment Bank April 2006 - October 2008
REID SYSTEMS October 2004 - March 2006
Bank of Bermuda May 2004 - October 2004
Skills
Management, Office Administration, Office Management, Microsoft Office, Administrative..., Budgets, Outlook, Process Scheduler, Payroll, Software Documentation, Data Entry, Invoicing
Education
Norfolk State University
Accounting and Business Management
josephine wang's UBS Investment Bank Experience July 2000 - October 2004
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2004 - Present
HSBC Securities 2011 - 2012
CCS Architecture 2009 - 2010
UBS Investment Bank July 2000 - October 2004
Deutsche Bank June 1996 - June 2001
CertCapture 1998 - 2000
Certco 1998 - 2000
CertCo 1998 - 2000
The Chase Manhattan Bank 1986 - 1988
Skills
Electronic Trading
Education
New York University
B.A, Computer Science/Mathematics
Morgan Stanley October 2004 - Present
HSBC Securities 2011 - 2012
CCS Architecture 2009 - 2010
UBS Investment Bank July 2000 - October 2004
Deutsche Bank June 1996 - June 2001
CertCapture 1998 - 2000
Certco 1998 - 2000
CertCo 1998 - 2000
The Chase Manhattan Bank 1986 - 1988
Skills
Electronic Trading
Education
New York University
B.A, Computer Science/Mathematics
Steven Matza's UBS Investment Bank Experience June 2002 - February 2013
Job Supervisory Analyst at Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2013 - Present
Ladenburg Thalmann May 2013 - July 2013
UBS Investment Bank June 2002 - February 2013
Dresdner Kleinwort 1997 - 2001
NatWest 1994 - 1997
Nomura Research Institute 1986 - 1994
First Boston Corporation 1980 - 1986
Skills
Bloomberg, Investment Banking, Equities, Equity Research, Fixed Income, Securities, Capital Markets, FINRA, Financial Markets, Equity Valuation
Education
New York University 1976 — 1980
BA, Journalism, Political Science
Bank of America Merrill Lynch July 2013 - Present
Ladenburg Thalmann May 2013 - July 2013
UBS Investment Bank June 2002 - February 2013
Dresdner Kleinwort 1997 - 2001
NatWest 1994 - 1997
Nomura Research Institute 1986 - 1994
First Boston Corporation 1980 - 1986
Skills
Bloomberg, Investment Banking, Equities, Equity Research, Fixed Income, Securities, Capital Markets, FINRA, Financial Markets, Equity Valuation
Education
New York University 1976 — 1980
BA, Journalism, Political Science
Charles Yaung's UBS Investment Bank Experience June 2006 - March 2014
Job IT Desktop Support at Millennium Partners
Industry Information Technology and Services
Experience
Mizuho Securities USA Inc. August 2015 - Present
Millennium Partners March 2014 - August 2015
UBS Investment Bank June 2006 - March 2014
RBC Professional Traders December 2007 - March 2008
NYMEX December 2006 - March 2007
Skills
Financial Modeling, Vendor Management, Bloomberg, vSphere, Equities, Blackberry Enterprise..., Technical Support, Customer Service, Desktop Computers, Disaster Recovery, Financial Analysis, Management, Microsoft Office, Trading, Trading Systems, VMware vSphere, System Administration, HP
Education
Polytechnic University 2003 — 2007
B.S., Business and Technology Management
Mizuho Securities USA Inc. August 2015 - Present
Millennium Partners March 2014 - August 2015
UBS Investment Bank June 2006 - March 2014
RBC Professional Traders December 2007 - March 2008
NYMEX December 2006 - March 2007
Skills
Financial Modeling, Vendor Management, Bloomberg, vSphere, Equities, Blackberry Enterprise..., Technical Support, Customer Service, Desktop Computers, Disaster Recovery, Financial Analysis, Management, Microsoft Office, Trading, Trading Systems, VMware vSphere, System Administration, HP
Education
Polytechnic University 2003 — 2007
B.S., Business and Technology Management
Kenny Ly's UBS Investment Bank Experience May 2010 - May 2014
Job Resolution and Recovery Planning at Barclays
Industry Financial Services
Experience
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
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
Deidrie Alex Stone's UBS Investment Bank Experience 2006 - 2006
Job Corporate & Securities Associate
Industry Law Practice
Experience
Arnold & Porter LLP June 2012 - Present
Dewey & LeBoeuf LLP January 2010 - May 2012
New York University August 2009 - January 2010
Dewey Ballantine LLP May 2007 - August 2007
UBS Investment Bank 2006 - 2006
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance and Accounting
New York University School of Law 2005 — 2009
JD
University of Toronto - Rotman School of Management 2001 — 2005
B.Comm
Arnold & Porter LLP June 2012 - Present
Dewey & LeBoeuf LLP January 2010 - May 2012
New York University August 2009 - January 2010
Dewey Ballantine LLP May 2007 - August 2007
UBS Investment Bank 2006 - 2006
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance and Accounting
New York University School of Law 2005 — 2009
JD
University of Toronto - Rotman School of Management 2001 — 2005
B.Comm
Devanand Singh's UBS Investment Bank Experience August 2011 - June 2013
Job Program/Project Portfolio Reporting Lead at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
UBS Investment Bank August 2011 - June 2013
FTEN: A NASDAQ OMX Company May 2010 - July 2011
New York City Transit June 2008 - August 2009
Skills
Trading Systems, Active Directory, Windows Server, Troubleshooting, Windows, Java, Hardware, Networking, SharePoint, System Administration, Testing, Unix, Information Security, Microsoft Exchange, Telecommunications
Education
New York University - Polytechnic School of Engineering 2005 — 2009
Bachelor of Science, Computer Engineering
Morgan Stanley June 2013 - Present
UBS Investment Bank August 2011 - June 2013
FTEN: A NASDAQ OMX Company May 2010 - July 2011
New York City Transit June 2008 - August 2009
Skills
Trading Systems, Active Directory, Windows Server, Troubleshooting, Windows, Java, Hardware, Networking, SharePoint, System Administration, Testing, Unix, Information Security, Microsoft Exchange, Telecommunications
Education
New York University - Polytechnic School of Engineering 2005 — 2009
Bachelor of Science, Computer Engineering
Sangmin Lee's UBS Investment Bank Experience March 2015 - Present
Job Quantitative Analyst at UBS Investment Bank
Industry Capital Markets
Experience
UBS Investment Bank March 2015 - Present
UBS Investment Bank March 2012 - February 2015
UBS Investment Bank July 2010 - February 2012
Education
New York University 2006 — 2010
PhD, mathematics
UBS Investment Bank March 2015 - Present
UBS Investment Bank March 2012 - February 2015
UBS Investment Bank July 2010 - February 2012
Education
New York University 2006 — 2010
PhD, mathematics
Andrea J. Bahry's UBS Investment Bank Experience July 2011 - January 2013
Job Executive Assistant at Citi
Industry Financial Services
Experience
Citi March 2013 - Present
UBS Investment Bank July 2011 - January 2013
Credit Suisse January 2011 - July 2011
Encore Bank May 2010 - January 2011
LEHMAN BROTHERS, Inc November 2006 - February 2009
Encore Bank June 2006 - August 2006
ERNST & YOUNG, LLP December 2005 - May 2006
ABN AMRO Inc July 2003 - December 2005
GOLDMAN SACHS & CO April 2001 - July 2003
GOLDMAN SACHS & CO March 2000 - April 2001
Skills
Human Resources, Outlook, Management, Administrative..., Interviews
Education
Niagara University
Bachelors, Social Science (Social Work)
Citi March 2013 - Present
UBS Investment Bank July 2011 - January 2013
Credit Suisse January 2011 - July 2011
Encore Bank May 2010 - January 2011
LEHMAN BROTHERS, Inc November 2006 - February 2009
Encore Bank June 2006 - August 2006
ERNST & YOUNG, LLP December 2005 - May 2006
ABN AMRO Inc July 2003 - December 2005
GOLDMAN SACHS & CO April 2001 - July 2003
GOLDMAN SACHS & CO March 2000 - April 2001
Skills
Human Resources, Outlook, Management, Administrative..., Interviews
Education
Niagara University
Bachelors, Social Science (Social Work)
Abhilash Av's UBS Investment Bank Experience February 2012 - April 2014
Job Software Engineer at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley April 2014 - Present
UBS Investment Bank February 2012 - April 2014
DEPT OF Computer Science September 2010 - January 2012
Tata Consultancy Services October 2008 - August 2010
Skills
Spring Batch, Autosys, Java, C++, Perl, Microsoft Word, Microsoft Excel, Oracle PL/SQL..., Sybase, Linux, Windows 7, Visual Studio, Eclipse, Tortoise SVN, Github, Ant, Maven2, Shell Scripting
Education
New York University - Polytechnic School of Engineering 2010 — 2012
MS, Computer Science
Amrita school of engineering 2004 — 2008
B.Tech, Computer Science
Morgan Stanley April 2014 - Present
UBS Investment Bank February 2012 - April 2014
DEPT OF Computer Science September 2010 - January 2012
Tata Consultancy Services October 2008 - August 2010
Skills
Spring Batch, Autosys, Java, C++, Perl, Microsoft Word, Microsoft Excel, Oracle PL/SQL..., Sybase, Linux, Windows 7, Visual Studio, Eclipse, Tortoise SVN, Github, Ant, Maven2, Shell Scripting
Education
New York University - Polytechnic School of Engineering 2010 — 2012
MS, Computer Science
Amrita school of engineering 2004 — 2008
B.Tech, Computer Science
Shamanth Shivakumar's UBS Investment Bank Experience February 2012 - Present
Job Software Engineer at UBS Investment Bank
Industry Higher Education
Experience
UBS Investment Bank February 2012 - Present
UBS Investment Bank June 2011 - August 2011
New York University September 2010 - May 2011
Tata Consultancy Services 2008 - 2010
Skills
Java, Eclipse, Perl, Unix, C, SQL, Java Enterprise Edition, C++, JavaScript, Python, Concurrent Programming, Distributed Systems, Automated Market Making, FX Derivatives, Low Latency Trading
Education
New York University 2010 — 2012
MS, Computer Science
Visvesvaraya Technological University 2004 — 2008
BE, Information Science & Engineering
UBS Investment Bank February 2012 - Present
UBS Investment Bank June 2011 - August 2011
New York University September 2010 - May 2011
Tata Consultancy Services 2008 - 2010
Skills
Java, Eclipse, Perl, Unix, C, SQL, Java Enterprise Edition, C++, JavaScript, Python, Concurrent Programming, Distributed Systems, Automated Market Making, FX Derivatives, Low Latency Trading
Education
New York University 2010 — 2012
MS, Computer Science
Visvesvaraya Technological University 2004 — 2008
BE, Information Science & Engineering
Nancy Tse's UBS Investment Bank Experience July 2005 - May 2010
Job Student at New York University School of Law
Industry Law Practice
Experience
Legal Aid Society - Criminal Appeals Bureau May 2011 - July 2011
UBS Investment Bank July 2005 - May 2010
UBS Wealth Management July 2004 - August 2004
Education
New York University School of Law 2010 — 2013
Polytechnic University 2001 — 2005
B.S., Computer Science
Legal Aid Society - Criminal Appeals Bureau May 2011 - July 2011
UBS Investment Bank July 2005 - May 2010
UBS Wealth Management July 2004 - August 2004
Education
New York University School of Law 2010 — 2013
Polytechnic University 2001 — 2005
B.S., Computer Science
Igor Zaslavsky's UBS Investment Bank Experience July 2000 - February 2012
Job Research Editor at UBS Investment Bank
Industry Writing and Editing
Experience
The Editor Is In December 2012 - October 2013
New York University January 2005 - 2013
UBS Investment Bank July 2000 - February 2012
Fitch Ratings 1998 - 2000
Business Wire 1997 - 1998
SportsTicker 1992 - 1993
Skills
Editorial, Copy Editing, Proofreading, Training, Multimedia, Microsoft Office, Adobe Acrobat, Style Guides, Equity Research, Teaching, Financial Services, Project Management, Editing, Technical Writing, Copywriting, Research, Strategy, Publishing, Leadership, Social Networking, Management, Content Management, Social Media, Journalism, Video, Facebook, Content Strategy, Social Media Marketing, Digital Media, Mac, Program Management
Education
New York University 1988 — 1992
BA, Journalism
The Editor Is In December 2012 - October 2013
New York University January 2005 - 2013
UBS Investment Bank July 2000 - February 2012
Fitch Ratings 1998 - 2000
Business Wire 1997 - 1998
SportsTicker 1992 - 1993
Skills
Editorial, Copy Editing, Proofreading, Training, Multimedia, Microsoft Office, Adobe Acrobat, Style Guides, Equity Research, Teaching, Financial Services, Project Management, Editing, Technical Writing, Copywriting, Research, Strategy, Publishing, Leadership, Social Networking, Management, Content Management, Social Media, Journalism, Video, Facebook, Content Strategy, Social Media Marketing, Digital Media, Mac, Program Management
Education
New York University 1988 — 1992
BA, Journalism
Matthew Lombardi's UBS Investment Bank Experience March 2011 - October 2014
Job Chief Compliance Officer at Tinicum Incorporated
Industry Investment Management
Experience
Tinicum Incorporated November 2014 - Present
UBS Investment Bank March 2011 - October 2014
Newgate Capital Management LLC September 2004 - March 2011
DLA Piper June 2002 - July 2002
Merrill Lynch May 2002 - June 2002
Dow Jones & Company March 1999 - August 2000
Skills
Hedge Funds, Fixed Income, Equities, Capital Markets, AML, Derivatives, Financial Services, Bloomberg, Investment Banking, Investments
Education
St. John's University School of Law 2003 — 2004
LLM, Bankruptcy, Insolvency
College of Law, London 2003 — 2003
Legal Practice, Law
University of Leeds 2000 — 2003
LLM/JD, Law
New York University 1995 — 1999
BA, Business, Political Science
Tinicum Incorporated November 2014 - Present
UBS Investment Bank March 2011 - October 2014
Newgate Capital Management LLC September 2004 - March 2011
DLA Piper June 2002 - July 2002
Merrill Lynch May 2002 - June 2002
Dow Jones & Company March 1999 - August 2000
Skills
Hedge Funds, Fixed Income, Equities, Capital Markets, AML, Derivatives, Financial Services, Bloomberg, Investment Banking, Investments
Education
St. John's University School of Law 2003 — 2004
LLM, Bankruptcy, Insolvency
College of Law, London 2003 — 2003
Legal Practice, Law
University of Leeds 2000 — 2003
LLM/JD, Law
New York University 1995 — 1999
BA, Business, Political Science
Demi Levin's UBS Investment Bank Experience 2005 - 2008
Job Independent Computer Software Professional
Industry Computer Software
Experience
UBS Investment Bank 2005 - 2008
CyberShift, Inc. 2002 - 2005
IBM Global Services 1999 - 2001
Education
New York University
Computer Science
UBS Investment Bank 2005 - 2008
CyberShift, Inc. 2002 - 2005
IBM Global Services 1999 - 2001
Education
New York University
Computer Science
Mike Curran's UBS Investment Bank Experience June 1991 - September 2010
Job Executive Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2014 - Present
BNY Mellon Global Markets April 2012 - Present
MF Global February 2011 - December 2011
UBS Investment Bank June 1991 - September 2010
Education
Niagara University 1982 — 1986
BBA, Accounting
BNY Mellon December 2014 - Present
BNY Mellon Global Markets April 2012 - Present
MF Global February 2011 - December 2011
UBS Investment Bank June 1991 - September 2010
Education
Niagara University 1982 — 1986
BBA, Accounting
Peter DeAngelo's UBS Investment Bank Experience August 2001 - April 2004
Job Managing Director at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets June 2004 - Present
UBS Investment Bank August 2001 - April 2004
ExxonMobil January 1991 - June 2001
Skills
Investment Banking, Capital Markets, Equities, Private Equity, Valuation, Fixed Income, LBO, Financial Modeling, Equity Research, Hedge Funds, Series 7, Corporate Finance, Private Placements, Leveraged Finance, Alternative Investments
Education
New York University 1998 — 2001
Master of Business Administration (MBA), Finance, General
Virginia Polytechnic Institute and State University 1986 — 1990
Bachelor of Science (BS), Civil Engineering
KeyBanc Capital Markets June 2004 - Present
UBS Investment Bank August 2001 - April 2004
ExxonMobil January 1991 - June 2001
Skills
Investment Banking, Capital Markets, Equities, Private Equity, Valuation, Fixed Income, LBO, Financial Modeling, Equity Research, Hedge Funds, Series 7, Corporate Finance, Private Placements, Leveraged Finance, Alternative Investments
Education
New York University 1998 — 2001
Master of Business Administration (MBA), Finance, General
Virginia Polytechnic Institute and State University 1986 — 1990
Bachelor of Science (BS), Civil Engineering
Jaime Taicher's UBS Investment Bank Experience October 2000 - September 2011
Job Financial Advisor
Industry Financial Services
Experience
Jaime Taicher December 2012 - Present
UBS Financial Services Inc. April 2012 - December 2012
UBS Investment Bank October 2000 - September 2011
Salomon Brothers September 1990 - June 2000
Skills
Financial Advisory, Management Consulting, Alternative Investments, Finance, Asset Management, Investments, Securities, Portfolio Management, Private Equity, Bonds, Options, Financial Markets, Trading
Education
Pace University - Lubin School of Business
Master's degree, Taxation
New York University
Bachelor of Science (BS), Accounting
Jaime Taicher December 2012 - Present
UBS Financial Services Inc. April 2012 - December 2012
UBS Investment Bank October 2000 - September 2011
Salomon Brothers September 1990 - June 2000
Skills
Financial Advisory, Management Consulting, Alternative Investments, Finance, Asset Management, Investments, Securities, Portfolio Management, Private Equity, Bonds, Options, Financial Markets, Trading
Education
Pace University - Lubin School of Business
Master's degree, Taxation
New York University
Bachelor of Science (BS), Accounting
Anne Wiacek's UBS Investment Bank Experience 1999 - 2008
Job Senior IT Project Manager at R3 Reliable Redistribution Resource
Industry Information Technology and Services
Experience
R3 Reliable Redistribution Resource 2014 - Present
Interior Design Consignors October 2008 - Present
UBS Investment Bank 1999 - 2008
J.P. Morgan 1989 - 1998
Philip Morris International 1987 - 1989
Education
New York University
Bachelor's Degree, Information Technology
R3 Reliable Redistribution Resource 2014 - Present
Interior Design Consignors October 2008 - Present
UBS Investment Bank 1999 - 2008
J.P. Morgan 1989 - 1998
Philip Morris International 1987 - 1989
Education
New York University
Bachelor's Degree, Information Technology
Nobuo Tarui's UBS Investment Bank Experience October 2003 - March 2005
Job Economist at PIRA Energy Group
Industry Oil & Energy
Experience
PIRA Energy Group April 2005 - Present
UBS Investment Bank October 2003 - March 2005
PIRA Energy Group July 1998 - October 2003
Skills
Economics, Energy Markets, Energy, Econometrics, Economic Modeling, Energy Policy, Natural Gas, Commodity Markets, Commodity, Petroleum, Analysis
Education
New York University 1994 — 1997
Master of Arts (M.A.), Economics
New York University 1990 — 1994
Bachelor of Arts (B.A.), Economics
PIRA Energy Group April 2005 - Present
UBS Investment Bank October 2003 - March 2005
PIRA Energy Group July 1998 - October 2003
Skills
Economics, Energy Markets, Energy, Econometrics, Economic Modeling, Energy Policy, Natural Gas, Commodity Markets, Commodity, Petroleum, Analysis
Education
New York University 1994 — 1997
Master of Arts (M.A.), Economics
New York University 1990 — 1994
Bachelor of Arts (B.A.), Economics
Kyan Pirouz's UBS Investment Bank Experience July 2011 - July 2012
Job HOMA Bridal
Industry Apparel & Fashion
Experience
HOMA Bridal June 2013 - Present
Affinity Senior Living LLC September 2012 - May 2013
UBS Investment Bank July 2011 - July 2012
Crimson Real Estate Advisors, LP June 2009 - May 2010
Education
NYU
B.A., Finance, Middle Eastern and Islamic Studies
The College of William and Mary
HOMA Bridal June 2013 - Present
Affinity Senior Living LLC September 2012 - May 2013
UBS Investment Bank July 2011 - July 2012
Crimson Real Estate Advisors, LP June 2009 - May 2010
Education
NYU
B.A., Finance, Middle Eastern and Islamic Studies
The College of William and Mary
Bevon Young's UBS Investment Bank Experience April 2005 - May 2014
Job Lead Analyst FX Accounting
Industry Financial Services
Experience
GE Capital May 2014 - Present
UBS Investment Bank April 2005 - May 2014
MIO Partners, Inc. at McKinsey & Company January 2004 - January 2005
BNP Paribas July 2003 - December 2003
Skills
Account Reconciliation, Product Control, General Ledger..., Financial Accounting, Financial Control, Leveraged Finance, Corporate Lending, Commercial Lending, Distressed Debt, Corporate Finance, Loan Origination, Operational Risk, General Ledger, Fixed Income, Syndications, Financial Analysis, Reconciliation
Education
The University of Connecticut School of Business 2011 — 2017
Master of Business Administration (MBA), Finance & Accounting
New York University
BA
GE Capital May 2014 - Present
UBS Investment Bank April 2005 - May 2014
MIO Partners, Inc. at McKinsey & Company January 2004 - January 2005
BNP Paribas July 2003 - December 2003
Skills
Account Reconciliation, Product Control, General Ledger..., Financial Accounting, Financial Control, Leveraged Finance, Corporate Lending, Commercial Lending, Distressed Debt, Corporate Finance, Loan Origination, Operational Risk, General Ledger, Fixed Income, Syndications, Financial Analysis, Reconciliation
Education
The University of Connecticut School of Business 2011 — 2017
Master of Business Administration (MBA), Finance & Accounting
New York University
BA
Andrew Rothstein's UBS Investment Bank Experience October 1999 - March 2003
Job MD Leveraged Capital Markets at RBS
Industry Banking
Experience
RBS November 2011 - Present
RBS November 2004 - November 2011
UBS Investment Bank October 1999 - March 2003
Skills
Capital Markets, Banking, Credit Risk, Retail Banking, Commercial Banking, Credit, Financial Risk, Investment Banking, Portfolio Management, Credit Analysis, Risk Management, Loans, Derivatives, Fixed Income, Financial Analysis, Corporate Finance, Relationship Management, Equities, Financial Modeling, Mortgage Lending
Education
New York University 1992 — 1994
Master of Business Administration (MBA), Finance/international Business
Penn State University 1986 — 1990
BS, Finance/Accounting
RBS November 2011 - Present
RBS November 2004 - November 2011
UBS Investment Bank October 1999 - March 2003
Skills
Capital Markets, Banking, Credit Risk, Retail Banking, Commercial Banking, Credit, Financial Risk, Investment Banking, Portfolio Management, Credit Analysis, Risk Management, Loans, Derivatives, Fixed Income, Financial Analysis, Corporate Finance, Relationship Management, Equities, Financial Modeling, Mortgage Lending
Education
New York University 1992 — 1994
Master of Business Administration (MBA), Finance/international Business
Penn State University 1986 — 1990
BS, Finance/Accounting
Vincent (Jie) Chen's UBS Investment Bank Experience May 2015 - Present
Job Investment Banking Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank May 2015 - Present
UBS Investment Bank June 2014 - August 2014
Houlihan Lokey January 2013 - May 2013
Nomura Securities July 2012 - August 2012
Bain Capital August 2011 - September 2011
Skills
Corporate Finance, Financial Modeling, Valuation, MS Office Suite, MATLAB, SAS, Capital IQ, Factiva, DCF, M&A, ThomsonOne, R, SPSS, C
Education
New York University 2013 — 2015
Master of Science (M.S.), Mathematics in Finance
Wuhan University 2009 — 2013
BS in Math and BA in Finance, Math, Economics, Finance
NO.1. Middle School Attached to CCNU 2006 — 2009
UBS Investment Bank May 2015 - Present
UBS Investment Bank June 2014 - August 2014
Houlihan Lokey January 2013 - May 2013
Nomura Securities July 2012 - August 2012
Bain Capital August 2011 - September 2011
Skills
Corporate Finance, Financial Modeling, Valuation, MS Office Suite, MATLAB, SAS, Capital IQ, Factiva, DCF, M&A, ThomsonOne, R, SPSS, C
Education
New York University 2013 — 2015
Master of Science (M.S.), Mathematics in Finance
Wuhan University 2009 — 2013
BS in Math and BA in Finance, Math, Economics, Finance
NO.1. Middle School Attached to CCNU 2006 — 2009
Ngan Ying Annie Lui's UBS Investment Bank Experience December 1997 - Present
Job Computer programmer at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank December 1997 - Present
Goldman Sachs September 1996 - December 1997
Goldman Sachs September 1996 - December 1997
Education
NYU 1998 — 2001
Master of Science (MS), Computer Science
Polytechnic University 1992 — 1996
Bachelor's degree, Electrical and Electronics Engineering
UBS Investment Bank December 1997 - Present
Goldman Sachs September 1996 - December 1997
Goldman Sachs September 1996 - December 1997
Education
NYU 1998 — 2001
Master of Science (MS), Computer Science
Polytechnic University 1992 — 1996
Bachelor's degree, Electrical and Electronics Engineering
Thomas Curran's UBS Investment Bank Experience 2007 - Present
Job Managing Director, Head of FIG DCM & Solutions at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank 2007 - Present
Merrill Lynch 2005 - 2007
MetLife 1995 - 2005
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Master of Business Administration (MBA)
New York University School of Law 1992 — 1994
Master of Laws (LLM), Taxation
St. John's University 1988 — 1991
Doctor of Law (J.D.)
State University of New York at Albany 1984 — 1988
Bachelor of Science (BS), Accounting
UBS Investment Bank 2007 - Present
Merrill Lynch 2005 - 2007
MetLife 1995 - 2005
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Master of Business Administration (MBA)
New York University School of Law 1992 — 1994
Master of Laws (LLM), Taxation
St. John's University 1988 — 1991
Doctor of Law (J.D.)
State University of New York at Albany 1984 — 1988
Bachelor of Science (BS), Accounting
Richard Montero's UBS Investment Bank Experience October 2010 - Present
Job Executive Director, Equity Product Control at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank October 2010 - Present
SAC Capital July 2005 - October 2010
Education
New York University 1989 — 1993
Bachelor's Degree, Finance and Information Systems
UBS Investment Bank October 2010 - Present
SAC Capital July 2005 - October 2010
Education
New York University 1989 — 1993
Bachelor's Degree, Finance and Information Systems