UBS Investment Bank
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UBS Investment Bank Employees
Employee
Years
Job
Industry
Magin Pierson Magin Pierson's UBS Investment Bank Experience August 2011 - August 2012
Job Marketing | Branding | 2016 MBA Candidate | Vanderbilt Owen Graduate School of Management
Industry Marketing and Advertising
Experience
Verizon Wireless June 2015 - August 2015
EMB Medical Services September 2012 - August 2014
UBS Investment Bank August 2011 - August 2012
EMB Medical Services December 2007 - August 2011
Edelman September 2007 - December 2007
Skills
Marketing Communications, Public Relations, Copywriting, Advertising, Market Research, Press Releases, Newsletters, Account Management, Social Media Marketing, Management, Digital Marketing, Social Media, Marketing Strategy, Recruiting, Online Advertising, Business Strategy, Leadership, Entrepreneurship, Training, Online Marketing, Public Speaking
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Specialization: Brand Management; Concentration: Marketing
Northwest University 2003 — 2007
BA in Business Administration, Marketing
Verizon Wireless June 2015 - August 2015
EMB Medical Services September 2012 - August 2014
UBS Investment Bank August 2011 - August 2012
EMB Medical Services December 2007 - August 2011
Edelman September 2007 - December 2007
Skills
Marketing Communications, Public Relations, Copywriting, Advertising, Market Research, Press Releases, Newsletters, Account Management, Social Media Marketing, Management, Digital Marketing, Social Media, Marketing Strategy, Recruiting, Online Advertising, Business Strategy, Leadership, Entrepreneurship, Training, Online Marketing, Public Speaking
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Specialization: Brand Management; Concentration: Marketing
Northwest University 2003 — 2007
BA in Business Administration, Marketing
Mike Almeraris Mike Almeraris's UBS Investment Bank Experience April 2006 - May 2008
Job Global Mobile VR Partnerships, Strategy & Ops Lead at Google
Industry Internet
Experience
Google September 2015 - Present
Gambassa September 2013 - Present
Google April 2014 - September 2015
Google July 2013 - April 2014
Google June 2011 - July 2013
Google September 2010 - June 2011
Rydex Investments May 2008 - June 2010
UBS Investment Bank April 2006 - May 2008
UBS Investment Bank June 2005 - April 2006
Military Sealift Command January 2004 - June 2004
Skills
Online Advertising, Digital Marketing, Marketing, Sales, Strategy, Analytics, Negotiation, Digital Media, Business Planning, Finance, Sales Operations, Advertising, Analysis, Portfolio Management, Forecasting, Market Analysis, Business Development, Management, Strategic Partnerships, CRM, Direct Sales, Start-ups, Sales Presentations, Competitive Analysis
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA), Business Strategy
Northeastern University 2001 — 2005
Bachelor of Science, Finance and Accounting
Jonathan Law 1997 — 2001
Google September 2015 - Present
Gambassa September 2013 - Present
Google April 2014 - September 2015
Google July 2013 - April 2014
Google June 2011 - July 2013
Google September 2010 - June 2011
Rydex Investments May 2008 - June 2010
UBS Investment Bank April 2006 - May 2008
UBS Investment Bank June 2005 - April 2006
Military Sealift Command January 2004 - June 2004
Skills
Online Advertising, Digital Marketing, Marketing, Sales, Strategy, Analytics, Negotiation, Digital Media, Business Planning, Finance, Sales Operations, Advertising, Analysis, Portfolio Management, Forecasting, Market Analysis, Business Development, Management, Strategic Partnerships, CRM, Direct Sales, Start-ups, Sales Presentations, Competitive Analysis
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA), Business Strategy
Northeastern University 2001 — 2005
Bachelor of Science, Finance and Accounting
Jonathan Law 1997 — 2001
Tomas Dicpinigaitis Tomas Dicpinigaitis's UBS Investment Bank Experience July 2014 - Present
Job Investment Banking Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2014 - Present
UBS Investment Bank January 2013 - June 2013
UBP Asset Management January 2012 - June 2012
Putnam Investments December 2010 - July 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Bloomberg, Financial Analysis, Credit Analysis, Credit Risk, Morningstar, Morningstar..., Lithuanian, Mutual Funds, Hedge Funds, Fund Of Funds, Fund Accounting, Alternative Investments, Stata, Access, Salesforce.com, Capital Markets
Education
Northeastern University 2009 — 2014
B.S. Economics and Business Administration with Concentration in Finance
London School of Economics and Political Science 2012 — 2012
Summer Program '12, Alternative Investments; Econ. of European Integration
UBS Investment Bank July 2014 - Present
UBS Investment Bank January 2013 - June 2013
UBP Asset Management January 2012 - June 2012
Putnam Investments December 2010 - July 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Bloomberg, Financial Analysis, Credit Analysis, Credit Risk, Morningstar, Morningstar..., Lithuanian, Mutual Funds, Hedge Funds, Fund Of Funds, Fund Accounting, Alternative Investments, Stata, Access, Salesforce.com, Capital Markets
Education
Northeastern University 2009 — 2014
B.S. Economics and Business Administration with Concentration in Finance
London School of Economics and Political Science 2012 — 2012
Summer Program '12, Alternative Investments; Econ. of European Integration
Dan Moesta Dan Moesta's UBS Investment Bank Experience 1998 - 2002
Job Executive Insurance Recruiter at TheBestIRS, Insurance Recruiting Specialists
Industry Insurance
Experience
TheBestIRS, Insurance Recruiting Specialists 2012 - Present
Self Employed 2009 - 2012
MF Global 2002 - 2009
UBS Investment Bank 1998 - 2002
Skills
Workers Compensation, General Liability, Property & Casualty..., Headhunters, Property Damage, Claims Management, Automobile Liability, Commercial Insurance, Full-life Cycle..., Direct Recruiting, Claims, Insurance Claims, Sales Management, Commercial Litigation, Professional Indemnity..., Underwriting, Insurance, Casualty, Risk Management, Litigation Management, Talent Acquisition, Talent Management, Building Relationships, Negotiation, Executive Search, Recruiting, Staffing Services, Temporary Staffing, Temporary Placement, Sourcing, Claim, Legal Liability, Liability Analysis, Claims Resolution, Commercial Lines, Liability, Workers' Compensation..., Casualty Insurance
Education
Northern Illinois University
TheBestIRS, Insurance Recruiting Specialists 2012 - Present
Self Employed 2009 - 2012
MF Global 2002 - 2009
UBS Investment Bank 1998 - 2002
Skills
Workers Compensation, General Liability, Property & Casualty..., Headhunters, Property Damage, Claims Management, Automobile Liability, Commercial Insurance, Full-life Cycle..., Direct Recruiting, Claims, Insurance Claims, Sales Management, Commercial Litigation, Professional Indemnity..., Underwriting, Insurance, Casualty, Risk Management, Litigation Management, Talent Acquisition, Talent Management, Building Relationships, Negotiation, Executive Search, Recruiting, Staffing Services, Temporary Staffing, Temporary Placement, Sourcing, Claim, Legal Liability, Liability Analysis, Claims Resolution, Commercial Lines, Liability, Workers' Compensation..., Casualty Insurance
Education
Northern Illinois University
Alfonso Martínez Noriega Alfonso Martínez Noriega's UBS Investment Bank Experience September 2009 - June 2014
Job MBA Candidate at Kellogg School of Management
Industry Financial Services
Experience
Kellogg School of Management August 2014 - Present
Tyree & D'Angelo Partners April 2015 - August 2015
UBS Investment Bank September 2009 - June 2014
Skills
Equity Research, Financial Modeling, Financial Analysis, Valuation, Bloomberg, Retail, Food & Beverage, Emerging Markets, Financial Markets, Volunteering, Private Equity
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA)
Universidad Iberoamericana, Ciudad de México 2006 — 2010
Bachelor's degree, Economics
Universitat Autònoma de Barcelona 2009 — 2009
Exchange Program, International Finance
Kellogg School of Management August 2014 - Present
Tyree & D'Angelo Partners April 2015 - August 2015
UBS Investment Bank September 2009 - June 2014
Skills
Equity Research, Financial Modeling, Financial Analysis, Valuation, Bloomberg, Retail, Food & Beverage, Emerging Markets, Financial Markets, Volunteering, Private Equity
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA)
Universidad Iberoamericana, Ciudad de México 2006 — 2010
Bachelor's degree, Economics
Universitat Autònoma de Barcelona 2009 — 2009
Exchange Program, International Finance
Bo Crowell Bo Crowell's UBS Investment Bank Experience August 2009 - Present
Job Managing Director / Healthcare Investment Banking at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank August 2009 - Present
Citi August 2007 - August 2009
Credit Suisse First Boston July 2001 - June 2007
ZS Associates July 1995 - March 1999
Education
The Tuck School of Business at Dartmouth 1999 — 2001
MBA
Northwestern University 1991 — 1995
BA
UBS Investment Bank August 2009 - Present
Citi August 2007 - August 2009
Credit Suisse First Boston July 2001 - June 2007
ZS Associates July 1995 - March 1999
Education
The Tuck School of Business at Dartmouth 1999 — 2001
MBA
Northwestern University 1991 — 1995
BA
J.P. Maley IV's UBS Investment Bank Experience March 2014 - Present
Job Investment Banking Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank March 2014 - Present
UBS Investment Bank August 2012 - February 2014
UBS Investment Bank January 2011 - July 2011
Cirrus Logic June 2010 - July 2010
Temple Inland May 2010 - May 2010
Skills
Microsoft Excel, PowerPoint, Teamwork, Risk Management, Financial Analysis, Financial Modeling, M&A analysis, Cross-border M&A, Capital Markets, Credit Analysis
Education
Northeastern University 2008 — 2012
Bachelor of Science (B.S.), Entrepreneurship & Finance, Cum Laude
UBS Investment Bank March 2014 - Present
UBS Investment Bank August 2012 - February 2014
UBS Investment Bank January 2011 - July 2011
Cirrus Logic June 2010 - July 2010
Temple Inland May 2010 - May 2010
Skills
Microsoft Excel, PowerPoint, Teamwork, Risk Management, Financial Analysis, Financial Modeling, M&A analysis, Cross-border M&A, Capital Markets, Credit Analysis
Education
Northeastern University 2008 — 2012
Bachelor of Science (B.S.), Entrepreneurship & Finance, Cum Laude
Ignacio Bravo Varela Ignacio Bravo Varela's UBS Investment Bank Experience May 2014 - May 2014
Job Analyst at Scotiabank Global Banking and Markets
Industry Banking
Experience
Scotiabank January 2015 - June 2015
UBS Wealth Management Americas January 2014 - June 2014
UBS Investment Bank May 2014 - May 2014
Skills
Economics, Valuation, Bloomberg, Microsoft Office, Financial Markets, Microsoft Excel, Corporate Finance, Financial Modeling, PowerPoint, Social Media, Financial Analysis, Microsoft Word, DCF, Windows, Stata, Accounting, Capital IQ, Market Research, SPSS
Education
Northeastern University 2010 — 2015
(B.S) Business Administration, Finance & Insurance, Finance and Economics, 3.6
London School of Economics and Political Science 2012 — 2012
Summer School, Financial Markets
Scotiabank January 2015 - June 2015
UBS Wealth Management Americas January 2014 - June 2014
UBS Investment Bank May 2014 - May 2014
Skills
Economics, Valuation, Bloomberg, Microsoft Office, Financial Markets, Microsoft Excel, Corporate Finance, Financial Modeling, PowerPoint, Social Media, Financial Analysis, Microsoft Word, DCF, Windows, Stata, Accounting, Capital IQ, Market Research, SPSS
Education
Northeastern University 2010 — 2015
(B.S) Business Administration, Finance & Insurance, Finance and Economics, 3.6
London School of Economics and Political Science 2012 — 2012
Summer School, Financial Markets
Shihang Qian's UBS Investment Bank Experience June 2014 - Present
Job Equity Derivatives Sales at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank June 2014 - Present
Credit Suisse August 2012 - Present
Northwestern University September 2010 - Present
Zhong De Securities - JV of Deutsch Bank and Shanxi Securities July 2012 - August 2012
Kellogg School of Management March 2011 - May 2012
BOC International July 2011 - August 2011
Skills
Research, Financial Modeling, Stata, Microsoft Excel, Economics
Education
Northwestern University 2010 — 2014
Bachelor's degree, Finance, General
UBS Investment Bank June 2014 - Present
Credit Suisse August 2012 - Present
Northwestern University September 2010 - Present
Zhong De Securities - JV of Deutsch Bank and Shanxi Securities July 2012 - August 2012
Kellogg School of Management March 2011 - May 2012
BOC International July 2011 - August 2011
Skills
Research, Financial Modeling, Stata, Microsoft Excel, Economics
Education
Northwestern University 2010 — 2014
Bachelor's degree, Finance, General
Dennis He Dennis He's UBS Investment Bank Experience January 2015 - July 2015
Job Leverage Finance Credit Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank January 2015 - July 2015
Bank of America Merrill Lynch January 2014 - December 2014
Wellington Management January 2013 - June 2013
Skills
Financial Modeling, Fundamental Analysis, Financial Analysis, Credit Risk, Equities, Microsoft Excel, PowerPoint, Microsoft Word, Access, Investments, Investment Strategies
Education
Northeastern University 2015 — 2016
Master of Science in Finance (MSF), Finance
Northeastern University 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Finance and Accounting
UBS Investment Bank January 2015 - July 2015
Bank of America Merrill Lynch January 2014 - December 2014
Wellington Management January 2013 - June 2013
Skills
Financial Modeling, Fundamental Analysis, Financial Analysis, Credit Risk, Equities, Microsoft Excel, PowerPoint, Microsoft Word, Access, Investments, Investment Strategies
Education
Northeastern University 2015 — 2016
Master of Science in Finance (MSF), Finance
Northeastern University 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Finance and Accounting
Chi Le Chi Le's UBS Investment Bank Experience January 2014 - June 2014
Job Investment Banking Analyst at RBC Capital Markets
Industry Investment Banking
Experience
UBS Investment Bank January 2014 - June 2014
Cowen and Company January 2013 - June 2013
Ernst & Young July 2012 - August 2012
Knight Frank January 2011 - April 2011
Skills
Microsoft Office, SPSS, Marketing Communications, Microsoft Excel, Microsoft Word, Bloomberg, Business Strategy, Financial Analysis, Equity Research, Business Development, Financial Modeling, Mergers & Acquisitions, Valuation, PowerPoint, Analysis, Due Diligence
Education
Northeastern University 2011 — 2015
Bachelor of Science in Business Administration, Finance, Economics
London School of Economics and Political Science 2013 — 2013
Raffles Institution 2007 — 2011
A-Level
UBS Investment Bank January 2014 - June 2014
Cowen and Company January 2013 - June 2013
Ernst & Young July 2012 - August 2012
Knight Frank January 2011 - April 2011
Skills
Microsoft Office, SPSS, Marketing Communications, Microsoft Excel, Microsoft Word, Bloomberg, Business Strategy, Financial Analysis, Equity Research, Business Development, Financial Modeling, Mergers & Acquisitions, Valuation, PowerPoint, Analysis, Due Diligence
Education
Northeastern University 2011 — 2015
Bachelor of Science in Business Administration, Finance, Economics
London School of Economics and Political Science 2013 — 2013
Raffles Institution 2007 — 2011
A-Level
Stefano Breuer Stefano Breuer's UBS Investment Bank Experience June 2015 - August 2015
Job Investment Banking Summer Associate at UBS
Industry Financial Services
Experience
UBS Investment Bank June 2015 - August 2015
Quantitative Risk Management October 2006 - June 2014
Skills
Fixed Income, Risk Management, Financial Modeling, ALM, Enterprise Risk..., Interest Rate Risk..., Credit Risk, Corporate Finance
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Northwestern University 2002 — 2006
Bachelor of Science (BS), Economics
UBS Investment Bank June 2015 - August 2015
Quantitative Risk Management October 2006 - June 2014
Skills
Fixed Income, Risk Management, Financial Modeling, ALM, Enterprise Risk..., Interest Rate Risk..., Credit Risk, Corporate Finance
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Northwestern University 2002 — 2006
Bachelor of Science (BS), Economics
Harry Li Harry Li's UBS Investment Bank Experience July 2011 - Present
Job Investment Banking Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2011 - Present
Campus Solutions Storage & Shipping, Inc. January 2008 - December 2011
UBS Global Asset Management June 2010 - May 2011
Merrill Lynch September 2009 - November 2009
Blue Canyon Partners June 2009 - August 2009
Skills
Valuation, Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Due Diligence, Economics, Bloomberg, Mandarin, Series 79
Education
Northwestern University 2007 — 2011
Bachelors of Arts, Economics, Math
UBS Investment Bank July 2011 - Present
Campus Solutions Storage & Shipping, Inc. January 2008 - December 2011
UBS Global Asset Management June 2010 - May 2011
Merrill Lynch September 2009 - November 2009
Blue Canyon Partners June 2009 - August 2009
Skills
Valuation, Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Due Diligence, Economics, Bloomberg, Mandarin, Series 79
Education
Northwestern University 2007 — 2011
Bachelors of Arts, Economics, Math
Ewa Tyliszczak's UBS Investment Bank Experience January 2015 - June 2015
Job Leveraged Finance Credit Risk Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank January 2015 - June 2015
Northeastern University January 2013 - December 2014
UBS Wealth Management July 2013 - December 2013
BZ WBK AIB Asset Management July 2012 - July 2012
Northeastern University January 2012 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, SPSS, Bloomberg Software, Spanish, Data Analysis, Management, Analysis, Finance, Financial Analysis
Education
Northeastern University 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Finance and Accounting with a minor in Economics, 3.8
The London School of Economics and Political Science (LSE) 2014 — 2014
Finance and Economics
UBS Investment Bank January 2015 - June 2015
Northeastern University January 2013 - December 2014
UBS Wealth Management July 2013 - December 2013
BZ WBK AIB Asset Management July 2012 - July 2012
Northeastern University January 2012 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, SPSS, Bloomberg Software, Spanish, Data Analysis, Management, Analysis, Finance, Financial Analysis
Education
Northeastern University 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Finance and Accounting with a minor in Economics, 3.8
The London School of Economics and Political Science (LSE) 2014 — 2014
Finance and Economics
Aaron Hadley Aaron Hadley's UBS Investment Bank Experience June 2014 - Present
Job Associate at UBS
Industry Banking
Experience
UBS Investment Bank June 2014 - Present
UBS Investment Bank July 2013 - December 2013
Bank of America Merrill Lynch July 2012 - December 2012
Hellman Jordan Management Company July 2011 - December 2011
兴业银行 (Xing Ye Yin Hang) May 2011 - June 2011
Skills
Investment Banking, Equity Research, Private Equity, Market Research, Financial Modeling, Microsoft Excel, Access, VBA, Bloomberg Terminal, WONDA, Risk Management, Valuation, Due Diligence, PowerPoint, Capital Markets, Finance, Bloomberg, Fixed Income, Financial Analysis, Equities
Education
Northeastern University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Nanjing University (南京大学) 2011 — 2011
Chinese Language and Literature, Chinese Culture
UBS Investment Bank June 2014 - Present
UBS Investment Bank July 2013 - December 2013
Bank of America Merrill Lynch July 2012 - December 2012
Hellman Jordan Management Company July 2011 - December 2011
兴业银行 (Xing Ye Yin Hang) May 2011 - June 2011
Skills
Investment Banking, Equity Research, Private Equity, Market Research, Financial Modeling, Microsoft Excel, Access, VBA, Bloomberg Terminal, WONDA, Risk Management, Valuation, Due Diligence, PowerPoint, Capital Markets, Finance, Bloomberg, Fixed Income, Financial Analysis, Equities
Education
Northeastern University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Nanjing University (南京大学) 2011 — 2011
Chinese Language and Literature, Chinese Culture
Lars Bergstrom Lars Bergstrom's UBS Investment Bank Experience June 1999 - September 1999
Job Researcher at Mozilla Corporation
Industry Computer Software
Experience
Mozilla Corporation August 2013 - Present
University of Chicago September 2007 - June 2013
Microsoft - Developer Tools Platform March 2006 - September 2007
Microsoft - Visual Studio Nautilus October 2002 - March 2006
Microsoft - Visual Studio Environment June 2000 - October 2002
UBS Investment Bank June 1999 - September 1999
Skills
Compilers, C, Visual Studio, Development Tools, C++, Algorithms, C#, Agile, .NET, Linux, Objective-C, Windows, Scrum, Computer Science, Software Engineering, CUDA, GPU, Agile Methodologies
Education
University of Chicago 2007 — 2013
Ph.D., Computer Science
University of Washington 2003 — 2005
MS, Computer Science
Northwestern University 1996 — 2000
BS, Computer Science
Mozilla Corporation August 2013 - Present
University of Chicago September 2007 - June 2013
Microsoft - Developer Tools Platform March 2006 - September 2007
Microsoft - Visual Studio Nautilus October 2002 - March 2006
Microsoft - Visual Studio Environment June 2000 - October 2002
UBS Investment Bank June 1999 - September 1999
Skills
Compilers, C, Visual Studio, Development Tools, C++, Algorithms, C#, Agile, .NET, Linux, Objective-C, Windows, Scrum, Computer Science, Software Engineering, CUDA, GPU, Agile Methodologies
Education
University of Chicago 2007 — 2013
Ph.D., Computer Science
University of Washington 2003 — 2005
MS, Computer Science
Northwestern University 1996 — 2000
BS, Computer Science
Vikas Gaur's UBS Investment Bank Experience June 2012 - August 2012
Job Mgmt. Consulting, Global Strategy M&A
Industry Higher Education
Experience
UBS Investment Bank June 2012 - August 2012
Pivot Point International January 2012 - April 2012
Caterpillar October 2008 - August 2011
Caterpillar March 2004 - October 2008
Caterpillar March 2001 - March 2004
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA
University of Michigan 1998 — 2002
Combined
UBS Investment Bank June 2012 - August 2012
Pivot Point International January 2012 - April 2012
Caterpillar October 2008 - August 2011
Caterpillar March 2004 - October 2008
Caterpillar March 2001 - March 2004
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA
University of Michigan 1998 — 2002
Combined
Richard Aguilera's UBS Investment Bank Experience August 2006 - October 2008
Job Director Managed Platforms & Client Support Highland Solutions
Industry Information Technology and Services
Experience
Highland Solutions December 2014 - Present
C-SAM July 2012 - December 2014
DeVry Inc. August 2009 - July 2012
UBS Investment Bank August 2006 - October 2008
RR Donnelley 2001 - 2006
Tukaiz Communications September 1998 - June 2001
Skills
Documentation, Programming, Databases, Disaster Recovery, Operating Systems, Linux, Windows, Requirements Analysis, Customer Support, Solaris, Software Documentation, Servers, 24/7 Operations, ITIL, Visio, SDLC, Troubleshooting, Unix, XP, Team Leadership, Data Center, Integration, Windows Server, SQL, Contract Management, Contract Negotiation, People Skills, Customer Engagement, Long-term Customer..., Document Management, Triage, Technical Support, Testing, Security, Enterprise Software, Project Management, Requirements Gathering, Business Analysis, Microsoft SQL Server, Software Project..., Software Development, Vendor Management, Process Improvement, System Deployment, IT Strategy, Program Management
Education
North Central College 1991 — 1993
Bachelor of Arts (B.A.), Broadcast Communication
Highland Solutions December 2014 - Present
C-SAM July 2012 - December 2014
DeVry Inc. August 2009 - July 2012
UBS Investment Bank August 2006 - October 2008
RR Donnelley 2001 - 2006
Tukaiz Communications September 1998 - June 2001
Skills
Documentation, Programming, Databases, Disaster Recovery, Operating Systems, Linux, Windows, Requirements Analysis, Customer Support, Solaris, Software Documentation, Servers, 24/7 Operations, ITIL, Visio, SDLC, Troubleshooting, Unix, XP, Team Leadership, Data Center, Integration, Windows Server, SQL, Contract Management, Contract Negotiation, People Skills, Customer Engagement, Long-term Customer..., Document Management, Triage, Technical Support, Testing, Security, Enterprise Software, Project Management, Requirements Gathering, Business Analysis, Microsoft SQL Server, Software Project..., Software Development, Vendor Management, Process Improvement, System Deployment, IT Strategy, Program Management
Education
North Central College 1991 — 1993
Bachelor of Arts (B.A.), Broadcast Communication
Matthew Helmer's UBS Investment Bank Experience March 2008 - March 2011
Job Mobile Product Manager at Groupon
Industry Internet
Experience
Groupon June 2014 - Present
Groupon Japan December 2012 - May 2014
Groupon Japan August 2011 - December 2012
UBS Investment Bank March 2008 - March 2011
Skills
Derivatives, Financial Modeling, Fixed Income, Financial Analysis, Financial Risk, Market Risk, Risk Management, Financial Markets, Capital Markets, Equities, Investment Banking, Business Analysis, Strategy, Management, Business Development, Bloomberg, Product Management, Start-ups, Business Strategy, Valuation, E-commerce, Mergers
Education
Northwestern University 2001 — 2005
Bachelor of Arts (BA), Mathematics
Groupon June 2014 - Present
Groupon Japan December 2012 - May 2014
Groupon Japan August 2011 - December 2012
UBS Investment Bank March 2008 - March 2011
Skills
Derivatives, Financial Modeling, Fixed Income, Financial Analysis, Financial Risk, Market Risk, Risk Management, Financial Markets, Capital Markets, Equities, Investment Banking, Business Analysis, Strategy, Management, Business Development, Bloomberg, Product Management, Start-ups, Business Strategy, Valuation, E-commerce, Mergers
Education
Northwestern University 2001 — 2005
Bachelor of Arts (BA), Mathematics
Greg Bratshpis Greg Bratshpis's UBS Investment Bank Experience 2010 - 2011
Job at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank 2011 - Present
UBS Investment Bank 2010 - 2011
Wachovia 2007 - 2010
Credit Suisse 2006 - 2007
United Health Group 2003 - 2006
IntegraSolv Corp. 1997 - 2002
Merrill Lynch 1994 - 1997
AT&T 1990 - 1994
Skills
Product Development, Team Building, Finance, Budgets, Executive Management, Marketing, Sales, Back Office, Securities, Business Process..., Capital Markets, Software Project..., Requirements Analysis, Data Warehousing, Requirements Gathering, Agile Methodologies, Business Intelligence, Business Process..., Cross-functional Team..., Data Modeling, Financial Markets, Product Management, Project Portfolio..., Solution Architecture, Start-ups, Strategy, Technical Leadership, Vendor Management, Business Requirements, Derivatives, Electronic Trading, FX Options, Management Consulting, Market Data, Banking
Education
Northeastern University 1989 — 1990
MS, Computer Science
Moscow Institute of Chemical Machinery 1978 — 1983
MS, Mechanical Engineering
Deutsche Bank 2011 - Present
UBS Investment Bank 2010 - 2011
Wachovia 2007 - 2010
Credit Suisse 2006 - 2007
United Health Group 2003 - 2006
IntegraSolv Corp. 1997 - 2002
Merrill Lynch 1994 - 1997
AT&T 1990 - 1994
Skills
Product Development, Team Building, Finance, Budgets, Executive Management, Marketing, Sales, Back Office, Securities, Business Process..., Capital Markets, Software Project..., Requirements Analysis, Data Warehousing, Requirements Gathering, Agile Methodologies, Business Intelligence, Business Process..., Cross-functional Team..., Data Modeling, Financial Markets, Product Management, Project Portfolio..., Solution Architecture, Start-ups, Strategy, Technical Leadership, Vendor Management, Business Requirements, Derivatives, Electronic Trading, FX Options, Management Consulting, Market Data, Banking
Education
Northeastern University 1989 — 1990
MS, Computer Science
Moscow Institute of Chemical Machinery 1978 — 1983
MS, Mechanical Engineering
Stacy Tavarez Stacy Tavarez's UBS Investment Bank Experience 2009 - 2009
Job Student at Northeastern University
Industry Financial Services
Experience
UBS Investment Bank 2009 - 2009
NBC Universal January 2008 - June 2008
Citi May 2007 - August 2007
Education
Northeastern University 2005 — 2010
Bachelor of Science in International Business, Finance and Supply Chain Management
Universidad Pontificia Comillas 2008 — 2009
E4 - Ciencias Empresariales Internacionales, Finance
UBS Investment Bank 2009 - 2009
NBC Universal January 2008 - June 2008
Citi May 2007 - August 2007
Education
Northeastern University 2005 — 2010
Bachelor of Science in International Business, Finance and Supply Chain Management
Universidad Pontificia Comillas 2008 — 2009
E4 - Ciencias Empresariales Internacionales, Finance
Michelle Zanetti Michelle Zanetti's UBS Investment Bank Experience October 2009 - April 2012
Job Office Manager / Research Coordinator at Select Equity Group
Industry Investment Management
Experience
Select Equity Group May 2013 - Present
UBS Investment Bank October 2009 - April 2012
Peregrine Financial Group October 2006 - February 2009
Skills
Business Development, Fixed Income, Investments, Hedge Funds, Bloomberg, Equities
Education
Northern Michigan University 2001 — 2006
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Marquette Senior High School 1997 — 2001
Select Equity Group May 2013 - Present
UBS Investment Bank October 2009 - April 2012
Peregrine Financial Group October 2006 - February 2009
Skills
Business Development, Fixed Income, Investments, Hedge Funds, Bloomberg, Equities
Education
Northern Michigan University 2001 — 2006
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Marquette Senior High School 1997 — 2001
Alizeh Gangji Alizeh Gangji's UBS Investment Bank Experience June 2008 - August 2008
Job MBA Candidate, Class of 2016 at Kellogg School of Management
Industry Marketing and Advertising
Experience
Kellogg School of Management September 2014 - Present
ZS Associates June 2014 - August 2014
ZS Associates October 2011 - June 2014
ZS Associates September 2009 - September 2011
UBS Investment Bank June 2008 - August 2008
Maya Marketing and Consulting September 2007 - May 2008
ORIX Investment and Management June 2006 - August 2006
Skills
Analytics, Market Research, Marketing Strategy, Qualitative Research, Quantitative Research, Pharmaceutical Industry, Management Consulting, Strategic Consulting, Growth Strategies
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Yale University 2005 — 2009
B.A.
Kellogg School of Management September 2014 - Present
ZS Associates June 2014 - August 2014
ZS Associates October 2011 - June 2014
ZS Associates September 2009 - September 2011
UBS Investment Bank June 2008 - August 2008
Maya Marketing and Consulting September 2007 - May 2008
ORIX Investment and Management June 2006 - August 2006
Skills
Analytics, Market Research, Marketing Strategy, Qualitative Research, Quantitative Research, Pharmaceutical Industry, Management Consulting, Strategic Consulting, Growth Strategies
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Yale University 2005 — 2009
B.A.
Jeff Gurr Jeff Gurr's UBS Investment Bank Experience June 2007 - August 2007
Job Designer Researcher & Strategist at Continuum
Industry Design
Experience
Continuum July 2014 - Present
IDEO June 2013 - September 2013
CakeStyle January 2013 - March 2013
The Walt Disney Company July 2011 - August 2012
The Walt Disney Company August 2009 - June 2011
Walt Disney Imagineering August 2008 - July 2009
UBS Investment Bank June 2007 - August 2007
Skills
Business Strategy, Financial Modeling, Analytics, Financial Analysis, Product Management, Design Strategy, Design Thinking, Innovation Consulting, User-centered Design, Mergers & Acquisitions, Portfolio Strategy, Cross-functional Team..., Design Research, Global Business..., Entrepreneurship, Product Development
Education
Kellogg School of Management
Master of Business Administration (M.B.A.)
University of Michigan - Stephen M. Ross School of Business
BBA, Strategy
Continuum July 2014 - Present
IDEO June 2013 - September 2013
CakeStyle January 2013 - March 2013
The Walt Disney Company July 2011 - August 2012
The Walt Disney Company August 2009 - June 2011
Walt Disney Imagineering August 2008 - July 2009
UBS Investment Bank June 2007 - August 2007
Skills
Business Strategy, Financial Modeling, Analytics, Financial Analysis, Product Management, Design Strategy, Design Thinking, Innovation Consulting, User-centered Design, Mergers & Acquisitions, Portfolio Strategy, Cross-functional Team..., Design Research, Global Business..., Entrepreneurship, Product Development
Education
Kellogg School of Management
Master of Business Administration (M.B.A.)
University of Michigan - Stephen M. Ross School of Business
BBA, Strategy
George Kritharis George Kritharis's UBS Investment Bank Experience January 2013 - June 2013
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - Present
Duff & Phelps July 2014 - June 2015
UBS Investment Bank January 2013 - June 2013
MFS Investment Management January 2012 - June 2012
Diversified January 2011 - June 2011
Skills
Proficient in MS Word,..., Proficient in STATA., Familiar with Bloomberg., Proficient in using..., Fluent in Greek., Familiar with Spanish., Bond Markets, Financial Institutions..., Fixed Income, Alternative Investments, Financial Analysis, Regression..., Credit Risk, Credit Analysis, Valuation and Value..., Bloomberg, Securities, Valuation, Microsoft Excel, Microsoft Office, Financial Modeling
Education
Northeastern University 2009 — 2014
Dual Bachelor of Science, Economics and Finance, Magna Cum Laude
London School of Economics and Political Science 2012 — 2012
Economics and Finance
Parsippany Hills High School 2005 — 2009
Wells Fargo Securities June 2015 - Present
Duff & Phelps July 2014 - June 2015
UBS Investment Bank January 2013 - June 2013
MFS Investment Management January 2012 - June 2012
Diversified January 2011 - June 2011
Skills
Proficient in MS Word,..., Proficient in STATA., Familiar with Bloomberg., Proficient in using..., Fluent in Greek., Familiar with Spanish., Bond Markets, Financial Institutions..., Fixed Income, Alternative Investments, Financial Analysis, Regression..., Credit Risk, Credit Analysis, Valuation and Value..., Bloomberg, Securities, Valuation, Microsoft Excel, Microsoft Office, Financial Modeling
Education
Northeastern University 2009 — 2014
Dual Bachelor of Science, Economics and Finance, Magna Cum Laude
London School of Economics and Political Science 2012 — 2012
Economics and Finance
Parsippany Hills High School 2005 — 2009
Shahriar Taj Shahriar Taj's UBS Investment Bank Experience January 2009 - March 2009
Job Managing Director
Industry Financial Services
Experience
Global Technology at JPMorgan Chase March 2009 - Present
UBS Investment Bank January 2009 - March 2009
Morgan Stanley January 1998 - January 2009
McKinsey & Company March 1997 - January 1998
Bowne Management Systems, Inc May 1995 - March 1997
Del Laboratories April 1993 - May 1995
Nassau County August 1986 - April 1993
Skills
Hedge Funds, Prime Brokerage, Trading Systems, Portfolio Management, Equities, Software Development, Fixed Income, Fund Accounting, Databases, Derivatives, Equity Derivatives, Credit Derivatives, BPMN, Management, Investment Banking, Middle Office, Swaps, Sybase, Market Data, Capital Markets, Financial Services, Electronic Trading, Market Risk, Alternative Investments, Reference Data, Equity Trading, FX Options, Asset Management, Back Office, Options, Interest Rate..., Securities, Trading, Bloomberg, Low Latency, Securities Lending, Investment Management, Financial Markets, Mutual Funds, Financial Risk, Corporate Actions, Valuation, Bonds, Operational Risk..., Performance Measurement, Equity Research, Operational Risk, Private Equity, Settlement, Open Source Integration
Education
North Carolina State University
BS, Mechanical Engineering
Queens College
MA, Computer Science
Southeastern University
BA, Information Systems Management
Global Technology at JPMorgan Chase March 2009 - Present
UBS Investment Bank January 2009 - March 2009
Morgan Stanley January 1998 - January 2009
McKinsey & Company March 1997 - January 1998
Bowne Management Systems, Inc May 1995 - March 1997
Del Laboratories April 1993 - May 1995
Nassau County August 1986 - April 1993
Skills
Hedge Funds, Prime Brokerage, Trading Systems, Portfolio Management, Equities, Software Development, Fixed Income, Fund Accounting, Databases, Derivatives, Equity Derivatives, Credit Derivatives, BPMN, Management, Investment Banking, Middle Office, Swaps, Sybase, Market Data, Capital Markets, Financial Services, Electronic Trading, Market Risk, Alternative Investments, Reference Data, Equity Trading, FX Options, Asset Management, Back Office, Options, Interest Rate..., Securities, Trading, Bloomberg, Low Latency, Securities Lending, Investment Management, Financial Markets, Mutual Funds, Financial Risk, Corporate Actions, Valuation, Bonds, Operational Risk..., Performance Measurement, Equity Research, Operational Risk, Private Equity, Settlement, Open Source Integration
Education
North Carolina State University
BS, Mechanical Engineering
Queens College
MA, Computer Science
Southeastern University
BA, Information Systems Management
Rachel Lithman Rachel Lithman's UBS Investment Bank Experience August 2005 - August 2006
Job EFL/ESL/Continuing Education Instructor at Durham Technical Community College
Industry Higher Education
Experience
Durham Technical Community College August 2015 - Present
Durham Technical Community College August 2015 - Present
Gravelly Hill Middle School July 2012 - June 2015
British American Institute October 2009 - October 2010
Anglesey Language Services October 2008 - September 2009
UBS Investment Bank August 2005 - August 2006
UBS Investment Bank 2005 - 2006
UBS Investment Bank 2005 - 2006
Brigham and Women's Hospital November 2003 - July 2005
Brigham and Women's Hospital June 2002 - November 2003
Skills
Language Teaching, Teaching English as a..., Higher Education, Teaching, Research, Training, Customer Service, Editing, Curriculum Design, Curriculum Development, Microsoft Office, ESL, Retail Sales, Social Media, Management, PowerPoint, Public Speaking, Service Industry -..., High Organizational..., Educational Assessment, Child Advocacy, Resume Writing, Business Networking, Telephone Triage, Master Scheduling, Test Preparation, French
Education
University of North Carolina at Chapel Hill 2011 — 2012
Master's of Art in Teaching (MAT), Foreign Language Education: French and ESL
Université de Provence 2009 — 2010
DALF, French Studies
Université Paul Cézanne (Aix-Marseille III) 2007 — 2008
Diplôme d'Études de la langue française, French Studies
Université de Provence 2006 — 2007
n/a, French Studies
University of Cambridge 2005 — 2006
International Management
Northeastern University 1999 — 2003
BSBA, Entrepreneurial and Small Business Operations
Durham Technical Community College August 2015 - Present
Durham Technical Community College August 2015 - Present
Gravelly Hill Middle School July 2012 - June 2015
British American Institute October 2009 - October 2010
Anglesey Language Services October 2008 - September 2009
UBS Investment Bank August 2005 - August 2006
UBS Investment Bank 2005 - 2006
UBS Investment Bank 2005 - 2006
Brigham and Women's Hospital November 2003 - July 2005
Brigham and Women's Hospital June 2002 - November 2003
Skills
Language Teaching, Teaching English as a..., Higher Education, Teaching, Research, Training, Customer Service, Editing, Curriculum Design, Curriculum Development, Microsoft Office, ESL, Retail Sales, Social Media, Management, PowerPoint, Public Speaking, Service Industry -..., High Organizational..., Educational Assessment, Child Advocacy, Resume Writing, Business Networking, Telephone Triage, Master Scheduling, Test Preparation, French
Education
University of North Carolina at Chapel Hill 2011 — 2012
Master's of Art in Teaching (MAT), Foreign Language Education: French and ESL
Université de Provence 2009 — 2010
DALF, French Studies
Université Paul Cézanne (Aix-Marseille III) 2007 — 2008
Diplôme d'Études de la langue française, French Studies
Université de Provence 2006 — 2007
n/a, French Studies
University of Cambridge 2005 — 2006
International Management
Northeastern University 1999 — 2003
BSBA, Entrepreneurial and Small Business Operations
Christopher Saltys Christopher Saltys's UBS Investment Bank Experience February 2010 - August 2010
Job Sales and Support Engineer at Datto, Inc.
Industry Computer Software
Experience
Datto, Inc. December 2014 - Present
Backupify (acquired by Datto, Inc.) October 2014 - December 2014
Launch Academy, Inc May 2014 - September 2014
The Brookeside Group June 2011 - April 2014
UBS Investment Bank February 2010 - August 2010
Bracebridge Capital, LLC June 2008 - December 2008
Skills
Management Consulting, Ruby on Rails, Ruby, Bloomberg, Financial Modeling, Financial Analysis, HTML, SQL, PostgreSQL, Test Driven Development, CSS, Microsoft Excel, JavaScript, Web Development, Valuation, Fixed Income, Corporate Finance, Spanish, RSpec, Capybara
Education
Northeastern University 2007 — 2011
BS, International Business (Finance)
Universidad Pontificia Comillas 2009 — 2010
International Business Sciences (E-4)
Datto, Inc. December 2014 - Present
Backupify (acquired by Datto, Inc.) October 2014 - December 2014
Launch Academy, Inc May 2014 - September 2014
The Brookeside Group June 2011 - April 2014
UBS Investment Bank February 2010 - August 2010
Bracebridge Capital, LLC June 2008 - December 2008
Skills
Management Consulting, Ruby on Rails, Ruby, Bloomberg, Financial Modeling, Financial Analysis, HTML, SQL, PostgreSQL, Test Driven Development, CSS, Microsoft Excel, JavaScript, Web Development, Valuation, Fixed Income, Corporate Finance, Spanish, RSpec, Capybara
Education
Northeastern University 2007 — 2011
BS, International Business (Finance)
Universidad Pontificia Comillas 2009 — 2010
International Business Sciences (E-4)
David Alter David Alter's UBS Investment Bank Experience June 2004 - March 2005
Job Principal at Austin Ventures
Industry Venture Capital & Private Equity
Experience
Austin Ventures July 2007 - Present
Greenhill & Co March 2005 - July 2007
UBS Investment Bank June 2004 - March 2005
Skills
Private Equity, Strategic Planning, Corporate Development, Strategy, Leadership, Recapitalizations, Corporate Finance, Mergers & Acquisitions, Business Strategy
Education
Northwestern University - Kellogg School of Management
MBA
The University of Texas at Austin - The Red McCombs School of Business
BBA, Business Honors Progam & Finance
Austin Ventures July 2007 - Present
Greenhill & Co March 2005 - July 2007
UBS Investment Bank June 2004 - March 2005
Skills
Private Equity, Strategic Planning, Corporate Development, Strategy, Leadership, Recapitalizations, Corporate Finance, Mergers & Acquisitions, Business Strategy
Education
Northwestern University - Kellogg School of Management
MBA
The University of Texas at Austin - The Red McCombs School of Business
BBA, Business Honors Progam & Finance
Alison McKell's UBS Investment Bank Experience January 2006 - January 2008
Job Healthcare Consultant
Industry Investment Banking
Experience
Cain Brothers May 2013 - Present
First Southwest Company July 2008 - May 2012
UBS Investment Bank January 2006 - January 2008
Bank of America January 2004 - January 2006
J.P. Morgan January 2001 - January 2004
Skills
Fixed Income, Capital Markets, Series 7, Investment Banking, Bloomberg, Bonds, Equities, Series 63, Alternative Investments, Securities, Valuation, Financial Modeling, Derivatives, Options, FINRA, Trading, Electronic Trading, Municipal Bonds, Finance
Education
Northwestern University 1997 — 2001
Bachelor of Arts, Psychology
Saint John’s School 1986 — 1997
Cain Brothers May 2013 - Present
First Southwest Company July 2008 - May 2012
UBS Investment Bank January 2006 - January 2008
Bank of America January 2004 - January 2006
J.P. Morgan January 2001 - January 2004
Skills
Fixed Income, Capital Markets, Series 7, Investment Banking, Bloomberg, Bonds, Equities, Series 63, Alternative Investments, Securities, Valuation, Financial Modeling, Derivatives, Options, FINRA, Trading, Electronic Trading, Municipal Bonds, Finance
Education
Northwestern University 1997 — 2001
Bachelor of Arts, Psychology
Saint John’s School 1986 — 1997
Cheryl Jancaric Cheryl Jancaric's UBS Investment Bank Experience 1997 - 2005
Job Payroll/Accounting Specialist at Village of Roselle
Industry Investment Banking
Experience
Village of Roselle October 2014 - Present
UBS Investment Bank 1997 - 2005
Nuveen Investments January 1994 - May 1997
Skills
Microsoft Word, Microsoft Excel, Fast Learner, Highly Detailed, Organized Multi-tasker, Energetic team player, Series 7
Education
Northern Illinois University - College of Business 1988 — 1992
Bachelor of Science (B.S.), Finance, General
Village of Roselle October 2014 - Present
UBS Investment Bank 1997 - 2005
Nuveen Investments January 1994 - May 1997
Skills
Microsoft Word, Microsoft Excel, Fast Learner, Highly Detailed, Organized Multi-tasker, Energetic team player, Series 7
Education
Northern Illinois University - College of Business 1988 — 1992
Bachelor of Science (B.S.), Finance, General
Natalia Sanchez Holgado Natalia Sanchez Holgado's UBS Investment Bank Experience August 2013 - Present
Job IBD Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank August 2013 - Present
UBS Investment Bank May 2012 - August 2013
UBS Investment Bank July 2011 - December 2011
BNY Mellon July 2009 - January 2010
Skills
Valuation, Emerging Markets, Risk, Corporate Finance, Financial Analysis, International Business, Spanish, French, Excel, PowerPoint, Teamwork, FX, Market Analysis
Education
Northeastern University 2008 — 2012
BSc in International Business and Finance, Finance, 4.0/4.0
Universidad Pontificia Comillas 2008 — 2012
International Business, E4 (dual degree with Northeastern University), Finance
The British Council School of Madrid 1993 — 2008
Bilingual education
UBS Investment Bank August 2013 - Present
UBS Investment Bank May 2012 - August 2013
UBS Investment Bank July 2011 - December 2011
BNY Mellon July 2009 - January 2010
Skills
Valuation, Emerging Markets, Risk, Corporate Finance, Financial Analysis, International Business, Spanish, French, Excel, PowerPoint, Teamwork, FX, Market Analysis
Education
Northeastern University 2008 — 2012
BSc in International Business and Finance, Finance, 4.0/4.0
Universidad Pontificia Comillas 2008 — 2012
International Business, E4 (dual degree with Northeastern University), Finance
The British Council School of Madrid 1993 — 2008
Bilingual education
Ben Friedman's UBS Investment Bank Experience June 2009 - July 2009
Job Senior Trader Support Specialist at PEAK6 Investments
Industry Financial Services
Experience
PEAK6 Investments LP July 2011 - March 2015
Allianz June 2010 - August 2010
UBS Investment Bank June 2009 - July 2009
Skills
Equities, Python, R, VBA, Java, Financial Modeling, Financial Analysis, Investments, Valuation, Data Analysis, Event Planning, Microsoft Excel, Derivatives, Equity Research
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2011
BBA, Finance, Economics
University of Iowa 2006 — 2011
BS, Mathematics
Northwestern University 2013 — 2016
Post-Baccalaureate Certificate, Computer Programming
PEAK6 Investments LP July 2011 - March 2015
Allianz June 2010 - August 2010
UBS Investment Bank June 2009 - July 2009
Skills
Equities, Python, R, VBA, Java, Financial Modeling, Financial Analysis, Investments, Valuation, Data Analysis, Event Planning, Microsoft Excel, Derivatives, Equity Research
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2011
BBA, Finance, Economics
University of Iowa 2006 — 2011
BS, Mathematics
Northwestern University 2013 — 2016
Post-Baccalaureate Certificate, Computer Programming
Penelope Page Penelope Page's UBS Investment Bank Experience May 2003 - August 2003
Job NC Spay/Neuter Coordinator
Industry Government Administration
Experience
NC Department of Agriculture & Consumer Services, Veterinary Division, Animal Welfare Section November 2011 - Present
NC Department of Agriculture & Consumer Services, Veterinary Division, Livestock Section February 2005 - November 2011
MacNair's Country Acres April 2004 - June 2005
UBS Investment Bank May 2003 - August 2003
Boulevard Animal Hospital April 2002 - August 2002
Livestock Veterinary Services May 2001 - August 2001
Countryview Animal Hospital April 1999 - August 2000
Skills
Microsoft Office, Data Entry, Agriculture, PowerPoint, Lifesciences, Public Speaking, Vaccines, Farms, Project Management, Horses, Personnel Management, Account Management, Customer Service, Leadership, Microsoft Word, Research, Outlook, Marketing, Social Media, Animals, Public Policy, Selling, Swine, Strategic Planning, Microsoft Excel, SAS, Budgets, Community Outreach, Data Analysis, Event Planning, Management, Sales, Animal Welfare, Animal Science, Animal Husbandry
Education
North Carolina State University 2000 — 2004
Bachelor of Science, Animal Science
Arendell Parrott Academy 1987 — 2000
High School Diploma, Kindergarten Through High School
University of Florida
Veterinary Forensics
NC Department of Agriculture & Consumer Services, Veterinary Division, Animal Welfare Section November 2011 - Present
NC Department of Agriculture & Consumer Services, Veterinary Division, Livestock Section February 2005 - November 2011
MacNair's Country Acres April 2004 - June 2005
UBS Investment Bank May 2003 - August 2003
Boulevard Animal Hospital April 2002 - August 2002
Livestock Veterinary Services May 2001 - August 2001
Countryview Animal Hospital April 1999 - August 2000
Skills
Microsoft Office, Data Entry, Agriculture, PowerPoint, Lifesciences, Public Speaking, Vaccines, Farms, Project Management, Horses, Personnel Management, Account Management, Customer Service, Leadership, Microsoft Word, Research, Outlook, Marketing, Social Media, Animals, Public Policy, Selling, Swine, Strategic Planning, Microsoft Excel, SAS, Budgets, Community Outreach, Data Analysis, Event Planning, Management, Sales, Animal Welfare, Animal Science, Animal Husbandry
Education
North Carolina State University 2000 — 2004
Bachelor of Science, Animal Science
Arendell Parrott Academy 1987 — 2000
High School Diploma, Kindergarten Through High School
University of Florida
Veterinary Forensics
Matthew Monson Matthew Monson's UBS Investment Bank Experience 2005 - 2009
Job Analyst at Deccan Value Investors
Industry Investment Management
Experience
Deccan Value Investors 2015 - Present
Brave Warrior Advisors 2013 - 2014
Kellogg School of Management 2011 - 2013
FTV Capital 2009 - 2011
UBS Investment Bank 2005 - 2009
Skills
Private Equity, Mutual Funds, Equities, Investment Banking, Capital Markets, Hedge Funds, Finance, Fixed Income, Investment Management, Portfolio Management, Investments, Financial Modeling, Valuation, Bloomberg
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Finance
University of Minnesota - Carlson School of Management 2001 — 2005
BSB, Finance, Marketing
Deccan Value Investors 2015 - Present
Brave Warrior Advisors 2013 - 2014
Kellogg School of Management 2011 - 2013
FTV Capital 2009 - 2011
UBS Investment Bank 2005 - 2009
Skills
Private Equity, Mutual Funds, Equities, Investment Banking, Capital Markets, Hedge Funds, Finance, Fixed Income, Investment Management, Portfolio Management, Investments, Financial Modeling, Valuation, Bloomberg
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Finance
University of Minnesota - Carlson School of Management 2001 — 2005
BSB, Finance, Marketing
Delius Mak Delius Mak's UBS Investment Bank Experience June 2008 - August 2008
Job Derivative trader, Partner at Optiver
Industry Capital Markets
Experience
Optiver January 2015 - Present
Optiver January 2009 - Present
UBS Investment Bank June 2008 - August 2008
UBS Investment Bank June 2007 - August 2007
Skills
Economics, Derivatives, Trading, Financial Modeling, Options, Financial Markets, Market Making, Volatility, Proprietary Trading, Belly Dance
Education
The University of Chicago Booth School of Business 2014 — 2014
Certificate in Essentials of Effective Management
Northwestern University - Kellogg School of Management 2007 — 2008
Certificate for Undergraduate in Financial Economics, Financial Economics
Northwestern University 2005 — 2008
Bachelor of Science, Industrial Engineering and Management Science, Economics
Northfield Mount Hermon School 2002 — 2005
High School Diploma
St. Paul's Co-educational College 1993 — 2002
Optiver January 2015 - Present
Optiver January 2009 - Present
UBS Investment Bank June 2008 - August 2008
UBS Investment Bank June 2007 - August 2007
Skills
Economics, Derivatives, Trading, Financial Modeling, Options, Financial Markets, Market Making, Volatility, Proprietary Trading, Belly Dance
Education
The University of Chicago Booth School of Business 2014 — 2014
Certificate in Essentials of Effective Management
Northwestern University - Kellogg School of Management 2007 — 2008
Certificate for Undergraduate in Financial Economics, Financial Economics
Northwestern University 2005 — 2008
Bachelor of Science, Industrial Engineering and Management Science, Economics
Northfield Mount Hermon School 2002 — 2005
High School Diploma
St. Paul's Co-educational College 1993 — 2002
Nicole Staple Nicole Staple's UBS Investment Bank Experience June 2006 - July 2008
Job Founder @Brideside
Industry Apparel & Fashion
Experience
Brideside January 2012 - Present
Monitor Group 2011 - 2011
Year Up June 2010 - August 2010
SVB Capital (SVB Financial Group) August 2008 - March 2010
UBS Investment Bank June 2006 - July 2008
Goldman Sachs June 2005 - September 2005
Skills
Venture Capital, Investments, Strategic Planning, Strategy, Non-profits, Financial Modeling, Private Equity, Valuation, Corporate Finance, Due Diligence, Mergers, Financial Analysis, Investment Banking, Entrepreneurship
Education
Kellogg School of Management 2010 — 2012
Master of Business Administration (MBA), Innovation & Entrepreneurship, Management & Strategy
Wellesley College 2002 — 2006
BA, Economics, Spanish
The Lawrenceville School 1998 — 2002
Highschool Diploma
Brideside January 2012 - Present
Monitor Group 2011 - 2011
Year Up June 2010 - August 2010
SVB Capital (SVB Financial Group) August 2008 - March 2010
UBS Investment Bank June 2006 - July 2008
Goldman Sachs June 2005 - September 2005
Skills
Venture Capital, Investments, Strategic Planning, Strategy, Non-profits, Financial Modeling, Private Equity, Valuation, Corporate Finance, Due Diligence, Mergers, Financial Analysis, Investment Banking, Entrepreneurship
Education
Kellogg School of Management 2010 — 2012
Master of Business Administration (MBA), Innovation & Entrepreneurship, Management & Strategy
Wellesley College 2002 — 2006
BA, Economics, Spanish
The Lawrenceville School 1998 — 2002
Highschool Diploma
AJ Jaffery AJ Jaffery's UBS Investment Bank Experience November 2009 - Present
Job Director | Group CIO Finance at UBS
Industry Investment Banking
Experience
UBS Investment Bank November 2009 - Present
UBS Investment Bank June 2007 - November 2009
General Electric September 2005 - December 2005
Connecticut Information Technology Institute 2004 - 2005
Skills
Financial Modeling, Investment Banking, Derivatives, Capital Markets, Fixed Income, Equities, Finance, Business Development
Education
Northwestern University 2015 — 2016
Master’s Degree, Predictive Modeling
The University of Connecticut School of Business
UBS Investment Bank November 2009 - Present
UBS Investment Bank June 2007 - November 2009
General Electric September 2005 - December 2005
Connecticut Information Technology Institute 2004 - 2005
Skills
Financial Modeling, Investment Banking, Derivatives, Capital Markets, Fixed Income, Equities, Finance, Business Development
Education
Northwestern University 2015 — 2016
Master’s Degree, Predictive Modeling
The University of Connecticut School of Business
Rebecca Flot Rebecca Flot's UBS Investment Bank Experience January 2007 - June 2007
Job Merchandise Manager at Wolverine World Wide
Industry Wholesale
Experience
Wolverine World Wide February 2015 - Present
Wolverine World Wide October 2011 - February 2015
TJX March 2011 - October 2011
TJX August 2009 - March 2011
TJX June 2008 - August 2009
Zara March 2008 - May 2008
John Hancock Life Insurance Company (U.S.A.) January 2008 - February 2008
UBS Investment Bank January 2007 - June 2007
John Hancock Life Insurance Company (U.S.A.) January 2005 - December 2006
Skills
Analysis, Asset Allocation, Customer Service, Leadership, Merchandise Planning, Merchandising, Project Planning, Team Building, Training
Education
Northeastern University 2003 — 2008
BSBA, Finance & Insurance
Shanghai University of Finance and Economics 2007 — 2007
Business & Language
Wolverine World Wide February 2015 - Present
Wolverine World Wide October 2011 - February 2015
TJX March 2011 - October 2011
TJX August 2009 - March 2011
TJX June 2008 - August 2009
Zara March 2008 - May 2008
John Hancock Life Insurance Company (U.S.A.) January 2008 - February 2008
UBS Investment Bank January 2007 - June 2007
John Hancock Life Insurance Company (U.S.A.) January 2005 - December 2006
Skills
Analysis, Asset Allocation, Customer Service, Leadership, Merchandise Planning, Merchandising, Project Planning, Team Building, Training
Education
Northeastern University 2003 — 2008
BSBA, Finance & Insurance
Shanghai University of Finance and Economics 2007 — 2007
Business & Language
Suneel Kamlani Suneel Kamlani's UBS Investment Bank Experience January 2007 - March 2010
Job Senior Investment Banking Executive
Industry Investment Banking
Experience
RBS Markets & International Banking March 2010 - March 2014
UBS Investment Bank January 2007 - March 2010
UBS Investment Bank May 1988 - January 2007
Bankers Trust Company May 1984 - May 1988
Skills
Fixed Income, Investment Banking, Finance, Banking, Capital Markets, Risk Management, Financial Services, Trading, Strategy, Financial Institutions, Emerging Markets, Credit, Corporate Finance, Restructuring, Credit Derivatives, Prime Brokerage
Education
Northwestern University
Bachelor of Arts (B.A.), Economics
RBS Markets & International Banking March 2010 - March 2014
UBS Investment Bank January 2007 - March 2010
UBS Investment Bank May 1988 - January 2007
Bankers Trust Company May 1984 - May 1988
Skills
Fixed Income, Investment Banking, Finance, Banking, Capital Markets, Risk Management, Financial Services, Trading, Strategy, Financial Institutions, Emerging Markets, Credit, Corporate Finance, Restructuring, Credit Derivatives, Prime Brokerage
Education
Northwestern University
Bachelor of Arts (B.A.), Economics
Teodor Gjika Teodor Gjika's UBS Investment Bank Experience January 2012 - July 2014
Job Analyst Hedge Fund Credit
Industry Financial Services
Experience
UBS July 2014 - Present
UBS Investment Bank January 2012 - July 2014
Bladex Asset Management June 2011 - August 2011
Confagricoltura May 2010 - July 2010
Education
Northeastern University 2010 — 2012
Bachelor of Science Degree in International Business, Finance
Università Cattolica del Sacro Cuore 2008 — 2011
Laurea in Economia
UBS July 2014 - Present
UBS Investment Bank January 2012 - July 2014
Bladex Asset Management June 2011 - August 2011
Confagricoltura May 2010 - July 2010
Education
Northeastern University 2010 — 2012
Bachelor of Science Degree in International Business, Finance
Università Cattolica del Sacro Cuore 2008 — 2011
Laurea in Economia
Steven Deck Steven Deck's UBS Investment Bank Experience January 2011 - July 2011
Job Associate at BlueGate Partners, LLC
Industry Financial Services
Experience
BlueGate Partners, LLC August 2014 - Present
Cushman & Wakefield July 2013 - July 2014
Goldman Sachs January 2012 - June 2012
UBS Investment Bank January 2011 - July 2011
Keurig, Inc. January 2010 - June 2010
Skills
Fixed Income, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Modeling, Financial Analysis, Bloomberg, Data Analysis, Derivatives, Corporate Finance, Equities, Outlook, Argus Modeling, DCF Valuation, Portfolio Management
Education
Northeastern University 2008 — 2013
Bachelor of Science, Finance & Accounting
BlueGate Partners, LLC August 2014 - Present
Cushman & Wakefield July 2013 - July 2014
Goldman Sachs January 2012 - June 2012
UBS Investment Bank January 2011 - July 2011
Keurig, Inc. January 2010 - June 2010
Skills
Fixed Income, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Modeling, Financial Analysis, Bloomberg, Data Analysis, Derivatives, Corporate Finance, Equities, Outlook, Argus Modeling, DCF Valuation, Portfolio Management
Education
Northeastern University 2008 — 2013
Bachelor of Science, Finance & Accounting
Rohit Malrani Rohit Malrani's UBS Investment Bank Experience July 2013 - December 2013
Job Investment Professional at Battery Ventures
Industry Venture Capital & Private Equity
Experience
Battery Ventures August 2015 - Present
IDEA: Northeastern University's Venture Accelerator January 2015 - Present
WinnCompanies May 2015 - July 2015
Hercules Technology Growth Capital June 2014 - December 2014
UBS Investment Bank July 2013 - December 2013
PerkStreet Financial January 2013 - June 2013
Apple August 2012 - December 2012
GE Aviation January 2012 - June 2012
Skills
Finance, Financial Analysis, Microsoft Excel, PowerPoint, Entrepreneurship, Microsoft Word, Financial Modeling, Microsoft Office, Sales, Banking, Outlook, Investments, Social Networking
Education
Northeastern University 2010 — 2015
BSBA, Finance & Entrepreneurship
Austin Preparatory School 2006 — 2010
High School Diploma
Battery Ventures August 2015 - Present
IDEA: Northeastern University's Venture Accelerator January 2015 - Present
WinnCompanies May 2015 - July 2015
Hercules Technology Growth Capital June 2014 - December 2014
UBS Investment Bank July 2013 - December 2013
PerkStreet Financial January 2013 - June 2013
Apple August 2012 - December 2012
GE Aviation January 2012 - June 2012
Skills
Finance, Financial Analysis, Microsoft Excel, PowerPoint, Entrepreneurship, Microsoft Word, Financial Modeling, Microsoft Office, Sales, Banking, Outlook, Investments, Social Networking
Education
Northeastern University 2010 — 2015
BSBA, Finance & Entrepreneurship
Austin Preparatory School 2006 — 2010
High School Diploma
William Seemann's UBS Investment Bank Experience January 2006 - April 2006
Job Mobile Platform Administrator at Intel Corporation
Industry Information Technology and Services
Experience
Intel Corporation May 2015 - Present
AITS December 2014 - May 2015
AITS November 2007 - January 2015
Metra April 2006 - November 2007
UBS Investment Bank January 2006 - April 2006
Skills
Java, Android, NDK, C++, iOS Development, JNI, Ffmpeg, Shell Scripting, Linux, Object Oriented Design, Streaming Media, SQL, Program Management
Education
University of Illinois at Urbana-Champaign 2010 — 2013
Master of Computer Science
Northern Illinois University 2003 — 2005
Bachelor of Science (B.S.), Applied Computer Science
Intel Corporation May 2015 - Present
AITS December 2014 - May 2015
AITS November 2007 - January 2015
Metra April 2006 - November 2007
UBS Investment Bank January 2006 - April 2006
Skills
Java, Android, NDK, C++, iOS Development, JNI, Ffmpeg, Shell Scripting, Linux, Object Oriented Design, Streaming Media, SQL, Program Management
Education
University of Illinois at Urbana-Champaign 2010 — 2013
Master of Computer Science
Northern Illinois University 2003 — 2005
Bachelor of Science (B.S.), Applied Computer Science
Jessie Vide Jessie Vide's UBS Investment Bank Experience January 2015 - Present
Job Credit Risk Analyst: Hedge Funds at UBS Investment Bank
Industry Higher Education
Experience
UBS Investment Bank January 2015 - Present
UBS September 2013 - January 2015
UBS Investment Bank July 2012 - December 2012
SAP Middle East and North Africa May 2012 - June 2012
Merrill Lynch July 2011 - April 2012
US Department of the Treasury: Office of Thrift Supervision July 2010 - December 2010
Skills
Knowledgeable in Excel..., Familiar with Access..., Strong multi-tasking..., Very organized, Ability to adapt quickly, QuickBooks, Managerial Finance, Financial Analysis, Risk Management, Financial Risk, Financial Accounting, Finance, Banking, Analysis, Investment Banking, Accounting, Microsoft Excel
Education
Northeastern University 2008 — 2013
Bachelor of Science, Finance and Accounting
The Waterford School 2006 — 2008
High School Diploma, College Preparatory
Ravenscroft 2004 — 2006
College Preparatory
UBS Investment Bank January 2015 - Present
UBS September 2013 - January 2015
UBS Investment Bank July 2012 - December 2012
SAP Middle East and North Africa May 2012 - June 2012
Merrill Lynch July 2011 - April 2012
US Department of the Treasury: Office of Thrift Supervision July 2010 - December 2010
Skills
Knowledgeable in Excel..., Familiar with Access..., Strong multi-tasking..., Very organized, Ability to adapt quickly, QuickBooks, Managerial Finance, Financial Analysis, Risk Management, Financial Risk, Financial Accounting, Finance, Banking, Analysis, Investment Banking, Accounting, Microsoft Excel
Education
Northeastern University 2008 — 2013
Bachelor of Science, Finance and Accounting
The Waterford School 2006 — 2008
High School Diploma, College Preparatory
Ravenscroft 2004 — 2006
College Preparatory
Harry Plant's UBS Investment Bank Experience January 1999 - February 2006
Job VP, Social Sector at Aeris Communications
Industry Telecommunications
Experience
Aeris Communications July 2014 - Present
UBS Investment Bank January 1999 - February 2006
Montgomery Securities March 1996 - December 1999
Wilson Sonsini Goodrich & Rosati July 1984 - March 1996
Education
Stanford Law School 1979 — 1982
Doctor of Law (JD)
London School of Economics and Political Science 1978 — 1979
Master of Science (M.Sc.), Monetary Economics and Econometrics
Northwestern University 1975 — 1978
Bachelor of Arts (BA), Economics, Departmental Honors
Aeris Communications July 2014 - Present
UBS Investment Bank January 1999 - February 2006
Montgomery Securities March 1996 - December 1999
Wilson Sonsini Goodrich & Rosati July 1984 - March 1996
Education
Stanford Law School 1979 — 1982
Doctor of Law (JD)
London School of Economics and Political Science 1978 — 1979
Master of Science (M.Sc.), Monetary Economics and Econometrics
Northwestern University 1975 — 1978
Bachelor of Arts (BA), Economics, Departmental Honors
Sarah Huntington's UBS Investment Bank Experience June 2001 - May 2008
Job Director of Marketing and Communications at Conifer Financial Services
Industry Marketing and Advertising
Experience
Conifer Financial Services February 2014 - Present
Thomson Reuters August 2013 - November 2013
Thomson Reuters March 2012 - November 2013
Thomson Reuters January 2011 - April 2012
Kulper & Company, LLC 2009 - January 2011
NAI Global August 2008 - November 2008
UBS Investment Bank June 2001 - May 2008
Columbia University August 1999 - July 2001
Skills
Fundraising, Advertising, Contract Negotiation, Teaching, Marketing, Event Planning, Budget, Project Planning, Market Research, Strategic Planning, Marketing Strategy, Marketing Communications, Event Management, Business Development, Strategy, Social Media, Public Relations, Lead Generation, Sales, Product Marketing, Newsletters, Budgets, Management
Education
University of South Carolina-Columbia 1994 — 1996
M Ed, Higher Education
North Carolina State University 1990 — 1994
BA, History, Education
Conifer Financial Services February 2014 - Present
Thomson Reuters August 2013 - November 2013
Thomson Reuters March 2012 - November 2013
Thomson Reuters January 2011 - April 2012
Kulper & Company, LLC 2009 - January 2011
NAI Global August 2008 - November 2008
UBS Investment Bank June 2001 - May 2008
Columbia University August 1999 - July 2001
Skills
Fundraising, Advertising, Contract Negotiation, Teaching, Marketing, Event Planning, Budget, Project Planning, Market Research, Strategic Planning, Marketing Strategy, Marketing Communications, Event Management, Business Development, Strategy, Social Media, Public Relations, Lead Generation, Sales, Product Marketing, Newsletters, Budgets, Management
Education
University of South Carolina-Columbia 1994 — 1996
M Ed, Higher Education
North Carolina State University 1990 — 1994
BA, History, Education
Allison Carey Allison Carey's UBS Investment Bank Experience August 2015 - Present
Job International Practice Client Manager
Industry Insurance
Experience
UBS Investment Bank August 2015 - Present
Willis July 2012 - August 2015
Skills
Commercial Insurance, Insurance, Property & Casualty..., Risk Management
Education
St. Mary's University, Twickenham 2015 — 2017
Master of Business Administration (MBA), International Business
Northeastern University 2008 — 2012
Bachelor of Arts (B.A.), International Relations and Affairs
Western Academy of Beijing 2004 — 2008
UBS Investment Bank August 2015 - Present
Willis July 2012 - August 2015
Skills
Commercial Insurance, Insurance, Property & Casualty..., Risk Management
Education
St. Mary's University, Twickenham 2015 — 2017
Master of Business Administration (MBA), International Business
Northeastern University 2008 — 2012
Bachelor of Arts (B.A.), International Relations and Affairs
Western Academy of Beijing 2004 — 2008
Caroline Frisch Caroline Frisch's UBS Investment Bank Experience May 2014 - August 2014
Job Associate at Strategy&, part of the PwC network
Industry
Experience
Strategy&, part of the PwC network September 2015 - Present
Uptake March 2015 - July 2015
UBS Investment Bank May 2014 - August 2014
Goldman Sachs January 2014 - March 2014
Northwestern Students Consulting for Non-Profit Organizations September 2012 - March 2014
Metronome Partners June 2013 - August 2013
Skills
Economics, Microsoft Excel, Data Analysis, PowerPoint, Nonprofits, Social Media, Public Speaking, Qualitative Research, Quantitative Research, Mandarin, Capital IQ, DCF Valuation, Non-profit organizations, Self-starter, Writing, Strategic Planning, Communication Skills, Strategy, Management, Microsoft Word, Event Planning, Microsoft Office, Research, Communication
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), Economics, International Studies, Business Institution Minor
Strategy&, part of the PwC network September 2015 - Present
Uptake March 2015 - July 2015
UBS Investment Bank May 2014 - August 2014
Goldman Sachs January 2014 - March 2014
Northwestern Students Consulting for Non-Profit Organizations September 2012 - March 2014
Metronome Partners June 2013 - August 2013
Skills
Economics, Microsoft Excel, Data Analysis, PowerPoint, Nonprofits, Social Media, Public Speaking, Qualitative Research, Quantitative Research, Mandarin, Capital IQ, DCF Valuation, Non-profit organizations, Self-starter, Writing, Strategic Planning, Communication Skills, Strategy, Management, Microsoft Word, Event Planning, Microsoft Office, Research, Communication
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), Economics, International Studies, Business Institution Minor
Joshua Cohen Joshua Cohen's UBS Investment Bank Experience January 2012 - June 2012
Job Research Associate at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC May 2014 - Present
FBR June 2013 - April 2014
Capstone LLC January 2013 - May 2013
UBS Investment Bank January 2012 - June 2012
Silver Point Capital January 2011 - June 2011
Natixis Global Asset Management January 2010 - July 2010
Education
Northeastern University 2008 — 2012
Undergraduate, Finance and Accounting, Magna Cum Laude
Jefferies LLC May 2014 - Present
FBR June 2013 - April 2014
Capstone LLC January 2013 - May 2013
UBS Investment Bank January 2012 - June 2012
Silver Point Capital January 2011 - June 2011
Natixis Global Asset Management January 2010 - July 2010
Education
Northeastern University 2008 — 2012
Undergraduate, Finance and Accounting, Magna Cum Laude
Ryan Lau's UBS Investment Bank Experience July 2015 - Present
Job Market Risk Analytics and Reporting at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank July 2015 - Present
UBS Investment Bank July 2014 - December 2014
Wellington Management June 2013 - December 2013
Private Tennis Coach May 2011 - September 2013
FCL Advisory Limited July 2010 - August 2010
Education
Northeastern University 2011 — 2016
Bachelor of Business Administration (BBA), Finance and Accounting Minor: Economics
Marlboro High School 2007 — 2011
High School, Magnet Business Learning Center Program
UBS Investment Bank July 2015 - Present
UBS Investment Bank July 2014 - December 2014
Wellington Management June 2013 - December 2013
Private Tennis Coach May 2011 - September 2013
FCL Advisory Limited July 2010 - August 2010
Education
Northeastern University 2011 — 2016
Bachelor of Business Administration (BBA), Finance and Accounting Minor: Economics
Marlboro High School 2007 — 2011
High School, Magnet Business Learning Center Program
Taresh Batra's UBS Investment Bank Experience June 2008 - August 2008
Job Investment Analyst at Glenhill Capital
Industry Investment Management
Experience
Glenhill Capital December 2014 - Present
Wing Lake Capital April 2014 - October 2014
Trian Partners July 2011 - March 2014
Moelis & Company September 2009 - June 2011
UBS Investment Bank June 2008 - August 2008
Skills
Investment Banking, LBO, Investments, Bloomberg, Valuation, Financial Modeling, Private Equity, Hedge Funds, M&A experience, Equities, Corporate Finance, Private Placements, Due Diligence, Fixed Income, Leveraged Finance, Emerging Markets, Capital Markets
Education
Northwestern University 2005 — 2009
Bachelor of Arts (B.A.), Economics
Stuyvesant High School 2001 — 2005
Glenhill Capital December 2014 - Present
Wing Lake Capital April 2014 - October 2014
Trian Partners July 2011 - March 2014
Moelis & Company September 2009 - June 2011
UBS Investment Bank June 2008 - August 2008
Skills
Investment Banking, LBO, Investments, Bloomberg, Valuation, Financial Modeling, Private Equity, Hedge Funds, M&A experience, Equities, Corporate Finance, Private Placements, Due Diligence, Fixed Income, Leveraged Finance, Emerging Markets, Capital Markets
Education
Northwestern University 2005 — 2009
Bachelor of Arts (B.A.), Economics
Stuyvesant High School 2001 — 2005
Charles LeFevre's UBS Investment Bank Experience July 2015 - Present
Job Credit Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank July 2015 - Present
Fisher Investments June 2014 - August 2014
PanAgora Asset Management January 2014 - June 2014
Fisher Investments June 2013 - August 2013
Education
Northeastern University 2012 — 2017
UBS Investment Bank July 2015 - Present
Fisher Investments June 2014 - August 2014
PanAgora Asset Management January 2014 - June 2014
Fisher Investments June 2013 - August 2013
Education
Northeastern University 2012 — 2017
Sebastian Dominguez's UBS Investment Bank Experience December 2010 - July 2011
Job Associate, Technology Group at Hercules
Industry Venture Capital & Private Equity
Experience
Hercules Technology Growth Capital June 2013 - Present
Hercules Technology Growth Capital January 2012 - June 2012
UBS Investment Bank December 2010 - July 2011
General Electric January 2010 - June 2010
Skills
Microsoft Office, Financial Analysis, Financial Modeling, Due Diligence, Customer Service, Valuation, Research, Microsoft Excel, Capital IQ, Investments, Bloomberg, PowerPoint, Venture Debt, Real Estate, Corporate Finance, Negotiation
Education
Northeastern University 2008 — 2013
Bachelor of Science in Business Administration, Dual Concentration: Finance & Entrepreneurship Minor: Economics
Rouen Business School 2009 — 2009
Hercules Technology Growth Capital June 2013 - Present
Hercules Technology Growth Capital January 2012 - June 2012
UBS Investment Bank December 2010 - July 2011
General Electric January 2010 - June 2010
Skills
Microsoft Office, Financial Analysis, Financial Modeling, Due Diligence, Customer Service, Valuation, Research, Microsoft Excel, Capital IQ, Investments, Bloomberg, PowerPoint, Venture Debt, Real Estate, Corporate Finance, Negotiation
Education
Northeastern University 2008 — 2013
Bachelor of Science in Business Administration, Dual Concentration: Finance & Entrepreneurship Minor: Economics
Rouen Business School 2009 — 2009
Greg Jessup Greg Jessup's UBS Investment Bank Experience October 2005 - October 2007
Job Director of Technology
Industry Financial Services
Experience
Financial Services June 2010 - Present
Point72 Asset Management October 2007 - June 2010
UBS Investment Bank October 2005 - October 2007
Sagamore Hill Capital Management May 2002 - October 2005
Cambridgeport Bank 1999 - 2001
Skills
Electronic Trading, Hedge Funds, Options, Trading, Equities, Trading Systems, Derivatives, Software Development, Asset Management, Portfolio Management, Strategy
Education
Northeastern University 1997 — 2002
Bachelor of Business Administration (B.B.A.), Management Information Systems
Financial Services June 2010 - Present
Point72 Asset Management October 2007 - June 2010
UBS Investment Bank October 2005 - October 2007
Sagamore Hill Capital Management May 2002 - October 2005
Cambridgeport Bank 1999 - 2001
Skills
Electronic Trading, Hedge Funds, Options, Trading, Equities, Trading Systems, Derivatives, Software Development, Asset Management, Portfolio Management, Strategy
Education
Northeastern University 1997 — 2002
Bachelor of Business Administration (B.B.A.), Management Information Systems
Jonah Enbar Jonah Enbar's UBS Investment Bank Experience July 2006 - December 2008
Job Senior Associate, Direct Private Equity
Industry Venture Capital & Private Equity
Experience
CPP Investment Board July 2013 - Present
Surf Air August 2012 - September 2012
Frontenac Company January 2009 - July 2011
UBS Investment Bank July 2006 - December 2008
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Investment Banking, Investments, Portfolio Management, Strategy, Equities, Asset Management, Finance, Business Planning, Business Development, Analysis, Banking, LBO, Corporate Finance, Corporate Development, Management, Venture Capital
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Entrepreneurial Management, Healthcare Management
Northwestern University 2002 — 2006
Bachelor of Arts, Economics, Sociology, Business Institutions
CPP Investment Board July 2013 - Present
Surf Air August 2012 - September 2012
Frontenac Company January 2009 - July 2011
UBS Investment Bank July 2006 - December 2008
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Investment Banking, Investments, Portfolio Management, Strategy, Equities, Asset Management, Finance, Business Planning, Business Development, Analysis, Banking, LBO, Corporate Finance, Corporate Development, Management, Venture Capital
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Entrepreneurial Management, Healthcare Management
Northwestern University 2002 — 2006
Bachelor of Arts, Economics, Sociology, Business Institutions
Tanner Strunk Tanner Strunk's UBS Investment Bank Experience November 2013 - January 2014
Job Equity Research Associate at Cowen and Company
Industry Financial Services
Experience
Cowen and Company January 2014 - Present
UBS Investment Bank November 2013 - January 2014
Dahlman Rose & Co. June 2012 - August 2012
NextEra Energy Resources May 2011 - July 2011
NextEra Energy Resources May 2009 - July 2009
Florida Power & Light May 2008 - July 2008
Skills
Microsoft Office, Bloomberg Terminal, Blue Matrix, Analysis, Investments, Valuation, Management, Portfolio Management, Finance, Trading, Marketing, Asset Management, Energy, Sales, Investment Banking, Due Diligence
Education
Rensselaer Polytechnic Institute 2012 — 2013
Master of Science (M.S.), Financial Engineering and Risk Analytics
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2010 — 2012
B.S., Business management, 3.21
Northeastern University 2008 — 2010
Business Administration
benjamin
Cowen and Company January 2014 - Present
UBS Investment Bank November 2013 - January 2014
Dahlman Rose & Co. June 2012 - August 2012
NextEra Energy Resources May 2011 - July 2011
NextEra Energy Resources May 2009 - July 2009
Florida Power & Light May 2008 - July 2008
Skills
Microsoft Office, Bloomberg Terminal, Blue Matrix, Analysis, Investments, Valuation, Management, Portfolio Management, Finance, Trading, Marketing, Asset Management, Energy, Sales, Investment Banking, Due Diligence
Education
Rensselaer Polytechnic Institute 2012 — 2013
Master of Science (M.S.), Financial Engineering and Risk Analytics
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2010 — 2012
B.S., Business management, 3.21
Northeastern University 2008 — 2010
Business Administration
benjamin
Andi Heusser's UBS Investment Bank Experience September 2003 - October 2007
Job Software Professional/Lead Developer at Symphono LLC
Industry Information Technology and Services
Experience
Symphono LLC September 2008 - Present
Neokast LLC October 2007 - September 2008
UBS Investment Bank September 2003 - October 2007
Siemens Building Technologies January 2001 - July 2001
Skills
C#, Java, C++, .NET, WPF, Agile, Web Services, XML, Software Development, Python, Subversion, Visual Studio, Eclipse, Application Development, TDD, OOP, LINQ, XAML, NUnit, Log4Net, Log4j, FIX, Code Review, IoC, Unit Testing, Rally, DI, Agile Methodologies, SDLC, Test Driven Development, SOA, REST, WCF, Test Automation
Education
Northwestern University 2001 — 2003
MS, Computer Engineering
Interstaatliche Hochschule fuer Technik Buchs 1997 — 2001
Certified Engineer in Systems Engineering, Computer Engineering
Symphono LLC September 2008 - Present
Neokast LLC October 2007 - September 2008
UBS Investment Bank September 2003 - October 2007
Siemens Building Technologies January 2001 - July 2001
Skills
C#, Java, C++, .NET, WPF, Agile, Web Services, XML, Software Development, Python, Subversion, Visual Studio, Eclipse, Application Development, TDD, OOP, LINQ, XAML, NUnit, Log4Net, Log4j, FIX, Code Review, IoC, Unit Testing, Rally, DI, Agile Methodologies, SDLC, Test Driven Development, SOA, REST, WCF, Test Automation
Education
Northwestern University 2001 — 2003
MS, Computer Engineering
Interstaatliche Hochschule fuer Technik Buchs 1997 — 2001
Certified Engineer in Systems Engineering, Computer Engineering
Scott Abbott's UBS Investment Bank Experience August 2012 - Present
Job Executive Director, Investment Bank Operations at UBS
Industry Financial Services
Experience
UBS Investment Bank August 2012 - Present
Newedge November 2009 - August 2012
Diamond Management and Technology Consultants July 2006 - September 2009
Booz Allen Hamilton July 2003 - June 2006
Accenture 1994 - 2002
Hughes Aircraft Company June 1991 - October 1994
Skills
Change Management, Program Management, Project Portfolio..., Operations Management, IT Strategy, Enterprise Architecture, Outsourcing Advisory, Business Process Design, Integration, Strategic Planning, Derivative Operations, Derivatives, OTC, Exchange Traded..., Outsourcing, Clearing, Process Improvement, Mergers & Acquisitions, Acquisition Integration, Management, Portfolio Management, Investment Banking, Strategy, Management Consulting
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA, Strategy, Finance, Marketing
University of Maryland College Park 1989 — 1995
MS, Electrical Engineering
The Johns Hopkins University 1985 — 1989
BS, Electrical Engineering & Computer Science
UBS Investment Bank August 2012 - Present
Newedge November 2009 - August 2012
Diamond Management and Technology Consultants July 2006 - September 2009
Booz Allen Hamilton July 2003 - June 2006
Accenture 1994 - 2002
Hughes Aircraft Company June 1991 - October 1994
Skills
Change Management, Program Management, Project Portfolio..., Operations Management, IT Strategy, Enterprise Architecture, Outsourcing Advisory, Business Process Design, Integration, Strategic Planning, Derivative Operations, Derivatives, OTC, Exchange Traded..., Outsourcing, Clearing, Process Improvement, Mergers & Acquisitions, Acquisition Integration, Management, Portfolio Management, Investment Banking, Strategy, Management Consulting
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA, Strategy, Finance, Marketing
University of Maryland College Park 1989 — 1995
MS, Electrical Engineering
The Johns Hopkins University 1985 — 1989
BS, Electrical Engineering & Computer Science
Jon Howe's UBS Investment Bank Experience 2001 - 2005
Job President Eastern Division at Swanson FloSystems Co.
Industry Industrial Automation
Experience
Swanson Flo-Systems Co. 2014 - Present
K Road Power January 2012 - December 2013
Barclays Capital 2008 - 2011
Credit Suisse 2005 - 2008
UBS Investment Bank 2001 - 2005
Skills
Investment Banking, Structured Finance, Valuation, Restructuring, Finance, Financial Modeling, Corporate Finance, Private Equity, General Management
Education
The University of Chicago
MBA, Finance, Accounting, Entrepreneurship
Northwestern University
BA, Economics
Swanson Flo-Systems Co. 2014 - Present
K Road Power January 2012 - December 2013
Barclays Capital 2008 - 2011
Credit Suisse 2005 - 2008
UBS Investment Bank 2001 - 2005
Skills
Investment Banking, Structured Finance, Valuation, Restructuring, Finance, Financial Modeling, Corporate Finance, Private Equity, General Management
Education
The University of Chicago
MBA, Finance, Accounting, Entrepreneurship
Northwestern University
BA, Economics
Mark Zawadzki's UBS Investment Bank Experience April 2008 - Present
Job Executive Director Finance Risk & Control at UBS
Industry Investment Banking
Experience
UBS March 2014 - Present
UBS Investment Bank April 2008 - Present
UBS Investment Bank June 2004 - March 2008
General Electric November 2002 - June 2004
General Electric March 2000 - November 2002
United Technologies September 1998 - March 2000
Skills
Six Sigma, Investment Banking, Finance, Risk Management, Cross-functional Team..., Management, Financial Analysis, Business Analysis, Program Management, Business Development, Leadership, Financial Modeling, Project Management, Fixed Income, Strategy
Education
The University of Connecticut School of Business 1997 — 1999
MBA
Northeastern University 1988 — 1993
BS
UBS March 2014 - Present
UBS Investment Bank April 2008 - Present
UBS Investment Bank June 2004 - March 2008
General Electric November 2002 - June 2004
General Electric March 2000 - November 2002
United Technologies September 1998 - March 2000
Skills
Six Sigma, Investment Banking, Finance, Risk Management, Cross-functional Team..., Management, Financial Analysis, Business Analysis, Program Management, Business Development, Leadership, Financial Modeling, Project Management, Fixed Income, Strategy
Education
The University of Connecticut School of Business 1997 — 1999
MBA
Northeastern University 1988 — 1993
BS
Ryan J. Highland's UBS Investment Bank Experience 2010 - 2012
Job Vice President, Futures and OTC Clearing Origination at Citi
Industry Investment Banking
Experience
Direct Edge 2012 - 2013
UBS Investment Bank 2010 - 2012
Trading Technologies 2006 - 2010
Trading Technologies 2004 - 2006
Robert Coates Group 2003 - 2004
Exchange Connectivity (TT) / AJ Capital 2001 - 2003
Education
Northwestern University 1997 — 2001
B.S.
Direct Edge 2012 - 2013
UBS Investment Bank 2010 - 2012
Trading Technologies 2006 - 2010
Trading Technologies 2004 - 2006
Robert Coates Group 2003 - 2004
Exchange Connectivity (TT) / AJ Capital 2001 - 2003
Education
Northwestern University 1997 — 2001
B.S.
Charlotte Keh's UBS Investment Bank Experience January 2009 - August 2010
Job
Industry Financial Services
Experience
JPMorgan Chase April 2014 - Present
JPMorgan Chase October 2011 - April 2014
JP Morgan August 2010 - October 2011
UBS Investment Bank January 2009 - August 2010
UBS Investment Bank May 2006 - December 2008
UBS Investment Bank July 2005 - April 2006
Skills
Business Analysis, Project Management, SDLC, Analysis, PMO, Management, Program Management, Software Project..., IT Strategy, Requirements Gathering, Vendor Management, Requirements Analysis, Project Delivery, Risk Management, Process Improvement, Software Development, Change Management, Project Portfolio..., Business Process..., Strategic Planning, Financial Services, Business Intelligence
Education
Northwestern University 2001 — 2005
B.S., Electrical Engineering, Computer Engineering, Economics
JPMorgan Chase April 2014 - Present
JPMorgan Chase October 2011 - April 2014
JP Morgan August 2010 - October 2011
UBS Investment Bank January 2009 - August 2010
UBS Investment Bank May 2006 - December 2008
UBS Investment Bank July 2005 - April 2006
Skills
Business Analysis, Project Management, SDLC, Analysis, PMO, Management, Program Management, Software Project..., IT Strategy, Requirements Gathering, Vendor Management, Requirements Analysis, Project Delivery, Risk Management, Process Improvement, Software Development, Change Management, Project Portfolio..., Business Process..., Strategic Planning, Financial Services, Business Intelligence
Education
Northwestern University 2001 — 2005
B.S., Electrical Engineering, Computer Engineering, Economics
Scott Claiborne's UBS Investment Bank Experience January 2008 - April 2010
Job Global Derivatives Execution and Trading Platform Support Specialist
Industry Banking
Experience
Blue Fire Capital, LLC June 2015 - October 2015
Goldman Sachs July 2013 - April 2015
BlueFire Capital 2015 - 2015
BlueFire Capital 2015 - 2015
ConvergEx RealTick October 2011 - July 2013
UBS Investment Bank January 2008 - April 2010
Lehman Brothers June 2005 - January 2007
UBS Investment Bank February 2002 - November 2004
COMMERZ FUTURES LLC January 1999 - January 2002
Calyon Financial January 1997 - January 1999
Skills
Derivatives, Electronic Trading, Options, Hedge Funds, Equities, Financial Markets, Bloomberg, FX Options, Commodity, Portfolio Management, Bonds, Risk Management, Financial Risk, Capital Markets, Trading
Education
Northern Illinois University
BACHELOR OF SCIENCE
Blue Fire Capital, LLC June 2015 - October 2015
Goldman Sachs July 2013 - April 2015
BlueFire Capital 2015 - 2015
BlueFire Capital 2015 - 2015
ConvergEx RealTick October 2011 - July 2013
UBS Investment Bank January 2008 - April 2010
Lehman Brothers June 2005 - January 2007
UBS Investment Bank February 2002 - November 2004
COMMERZ FUTURES LLC January 1999 - January 2002
Calyon Financial January 1997 - January 1999
Skills
Derivatives, Electronic Trading, Options, Hedge Funds, Equities, Financial Markets, Bloomberg, FX Options, Commodity, Portfolio Management, Bonds, Risk Management, Financial Risk, Capital Markets, Trading
Education
Northern Illinois University
BACHELOR OF SCIENCE
John Pickens's UBS Investment Bank Experience August 2007 - October 2012
Job Fixed Income Sales at William Blair & Co, LLC
Industry Financial Services
Experience
William Blair & Company December 2012 - Present
UBS Investment Bank August 2007 - October 2012
UBS Investment Bank August 2005 - August 2007
UBS Investment Bank August 2006 - December 2006
Skills
Fixed Income, Equities, Investment Banking, Hedge Funds, Capital Markets, Derivatives, Bloomberg, Credit Derivatives, Trading, Financial Modeling, Structured Products, Portfolio Management, High Yield, Valuation, Series 7, Corporate Finance, FX Options, Investments, Asset Managment, Financial Structuring, Series 63
Education
Northwestern University 2001 — 2005
Bachelor of Science (B.S.), Communication, General
William Blair & Company December 2012 - Present
UBS Investment Bank August 2007 - October 2012
UBS Investment Bank August 2005 - August 2007
UBS Investment Bank August 2006 - December 2006
Skills
Fixed Income, Equities, Investment Banking, Hedge Funds, Capital Markets, Derivatives, Bloomberg, Credit Derivatives, Trading, Financial Modeling, Structured Products, Portfolio Management, High Yield, Valuation, Series 7, Corporate Finance, FX Options, Investments, Asset Managment, Financial Structuring, Series 63
Education
Northwestern University 2001 — 2005
Bachelor of Science (B.S.), Communication, General
Frank Huebbers's UBS Investment Bank Experience June 2004 - August 2004
Job Software Architect
Industry Financial Services
Experience
Wolverine Trading April 2009 - Present
Dosensio, Inc. September 2008 - March 2009
Neokast LLC November 2007 - August 2008
Neokast LLC November 2006 - November 2007
Argonne National Laboratory September 2006 - June 2007
Northwestern University September 2005 - June 2007
Synopsys June 2006 - September 2006
UBS Investment Bank June 2004 - August 2004
The Dannon Company July 2003 - August 2003
Skills
Linux, C++, C#, JavaScript
Education
Northwestern University 2005 — 2007
M.Sc., Computer & Electrical Engineering
Northwestern University 2001 — 2005
B.Sc., Computer Engineering
Northwestern University 2001 — 2005
B.Sc., Electrical Engineering
Wolverine Trading April 2009 - Present
Dosensio, Inc. September 2008 - March 2009
Neokast LLC November 2007 - August 2008
Neokast LLC November 2006 - November 2007
Argonne National Laboratory September 2006 - June 2007
Northwestern University September 2005 - June 2007
Synopsys June 2006 - September 2006
UBS Investment Bank June 2004 - August 2004
The Dannon Company July 2003 - August 2003
Skills
Linux, C++, C#, JavaScript
Education
Northwestern University 2005 — 2007
M.Sc., Computer & Electrical Engineering
Northwestern University 2001 — 2005
B.Sc., Computer Engineering
Northwestern University 2001 — 2005
B.Sc., Electrical Engineering
Matthew McVay's UBS Investment Bank Experience November 2009 - September 2011
Job Infrastructure Group Public Finance Investment Banking at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan September 2014 - Present
Ramirez & Co. November 2011 - August 2014
UBS Investment Bank November 2009 - September 2011
CIT Group April 2009 - November 2009
UBS Investment Bank January 2008 - August 2008
American Capital January 2007 - June 2007
MFS Investment Management January 2006 - July 2006
Skills
Public Finance, ABS, Structured Finance, Fixed Income, Securitization, Student Loans, Bond Markets, Structured Products, Fixed Income Analysis, Loans
Education
Northeastern University 2004 — 2009
BS, Finance & Accounting
J.P. Morgan September 2014 - Present
Ramirez & Co. November 2011 - August 2014
UBS Investment Bank November 2009 - September 2011
CIT Group April 2009 - November 2009
UBS Investment Bank January 2008 - August 2008
American Capital January 2007 - June 2007
MFS Investment Management January 2006 - July 2006
Skills
Public Finance, ABS, Structured Finance, Fixed Income, Securitization, Student Loans, Bond Markets, Structured Products, Fixed Income Analysis, Loans
Education
Northeastern University 2004 — 2009
BS, Finance & Accounting
Amandeep Anand's UBS Investment Bank Experience September 2009 - May 2010
Job Vice President, Software Investment Banking at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities April 2013 - Present
Jefferies & Company August 2010 - March 2013
UBS Investment Bank September 2009 - May 2010
Qualcomm, Inc. June 2006 - September 2007
Qualcomm, Inc. March 2004 - June 2006
Filtronic October 2003 - March 2004
Skyworks 2001 - 2003
Skills
Valuation, Investment Banking, Equities, Financial Modeling, Venture Capital, Mergers, Product Management, Competitive Analysis, Start-ups, Corporate Finance, Corporate Development, Product Development, Strategy, Equity Research, Entrepreneurship, Due Diligence, M&A experience, Wireless, Business Strategy, Private Equity, Mergers & Acquisitions, Emerging Markets, Finance, Capital Markets, LBO, IPO, Business Development
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Finance, Accounting, Technology Industry Management
University of California, Santa Barbara 2001 — 2003
MS, Electrical Engineering
University of California, Santa Barbara 1998 — 2001
BS, Electrical Engineering
Wells Fargo Securities April 2013 - Present
Jefferies & Company August 2010 - March 2013
UBS Investment Bank September 2009 - May 2010
Qualcomm, Inc. June 2006 - September 2007
Qualcomm, Inc. March 2004 - June 2006
Filtronic October 2003 - March 2004
Skyworks 2001 - 2003
Skills
Valuation, Investment Banking, Equities, Financial Modeling, Venture Capital, Mergers, Product Management, Competitive Analysis, Start-ups, Corporate Finance, Corporate Development, Product Development, Strategy, Equity Research, Entrepreneurship, Due Diligence, M&A experience, Wireless, Business Strategy, Private Equity, Mergers & Acquisitions, Emerging Markets, Finance, Capital Markets, LBO, IPO, Business Development
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Finance, Accounting, Technology Industry Management
University of California, Santa Barbara 2001 — 2003
MS, Electrical Engineering
University of California, Santa Barbara 1998 — 2001
BS, Electrical Engineering
Jim Eggert's UBS Investment Bank Experience 1993 - 2004
Job SVP, Deposit & Card Products Technology & Operations at Bank of America
Industry Information Technology and Services
Experience
Bank of America August 2010 - Present
Bank of America November 2008 - September 2010
Bank of America March 2004 - September 2010
UBS Investment Bank 1993 - 2004
Skills
Recruiting, Operational Risk..., Electronic Trading, Vendor Management, Production Support, Trading Systems, Risk Management, Fixed Income, Service Delivery, Employee Engagement, Equity Trading, Leadership, Governance, SDLC, PMO, Offshoring, Project Portfolio..., Portfolio Management, IT Strategy, Management
Education
Northern Illinois University 1989 — 1993
BS, Finance
Bank of America August 2010 - Present
Bank of America November 2008 - September 2010
Bank of America March 2004 - September 2010
UBS Investment Bank 1993 - 2004
Skills
Recruiting, Operational Risk..., Electronic Trading, Vendor Management, Production Support, Trading Systems, Risk Management, Fixed Income, Service Delivery, Employee Engagement, Equity Trading, Leadership, Governance, SDLC, PMO, Offshoring, Project Portfolio..., Portfolio Management, IT Strategy, Management
Education
Northern Illinois University 1989 — 1993
BS, Finance
William Goodman's UBS Investment Bank Experience March 2014 - Present
Job Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank March 2014 - Present
UBS Investment Bank May 2011 - March 2014
Oppenheimer & Co. June 2010 - May 2011
Redwood Capital Group November 2006 - June 2010
JPMorgan Chase June 2006 - October 2006
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Leveraged Finance, M&A experience, Due Diligence, Mergers & Acquisitions, Banking, Derivatives
Education
Northwestern University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Northwestern University 2002 — 2006
Bachelor of Arts (BA), Philosophy
UBS Investment Bank March 2014 - Present
UBS Investment Bank May 2011 - March 2014
Oppenheimer & Co. June 2010 - May 2011
Redwood Capital Group November 2006 - June 2010
JPMorgan Chase June 2006 - October 2006
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Leveraged Finance, M&A experience, Due Diligence, Mergers & Acquisitions, Banking, Derivatives
Education
Northwestern University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Northwestern University 2002 — 2006
Bachelor of Arts (BA), Philosophy
Troy Bienash's UBS Investment Bank Experience 1991 - October 2008
Job Asst Director Application Development at Federal Home Loan Bank of Chicago
Industry Investment Banking
Experience
Federal Home Loan Bank of Chicago October 2008 - Present
UBS Investment Bank 1991 - October 2008
David Bruce & Co September 1990 - July 1991
Education
The University of Chicago - Booth School of Business 1993 — 1996
MBA
Northwestern University 1986 — 1990
BA, Economics/Political Science
Federal Home Loan Bank of Chicago October 2008 - Present
UBS Investment Bank 1991 - October 2008
David Bruce & Co September 1990 - July 1991
Education
The University of Chicago - Booth School of Business 1993 — 1996
MBA
Northwestern University 1986 — 1990
BA, Economics/Political Science
Chase Kerley's UBS Investment Bank Experience December 2002 - January 2004
Job Real Estate Acquisition & Development
Industry Real Estate
Experience
Shea Homes June 2006 - Present
AG Development February 2004 - May 2006
UBS Investment Bank December 2002 - January 2004
Skills
Real Estate Development, Real Estate, Due Diligence, Asset Managment, Real Estate Economics, Land Acquisition, Entitlements, Residential Homes, Contract Negotiation, Land Development, Investment Properties, Financial Modeling, Real Estate Transactions, Financial Analysis, Property Management, Asset Management, Disposition, Location Intelligence, Real Estate Financing, Commercial Real Estate, Brokerage, Leases
Education
North Carolina State University 1998 — 2002
Bachelor of Science, Buisness Management & Finance
Shea Homes June 2006 - Present
AG Development February 2004 - May 2006
UBS Investment Bank December 2002 - January 2004
Skills
Real Estate Development, Real Estate, Due Diligence, Asset Managment, Real Estate Economics, Land Acquisition, Entitlements, Residential Homes, Contract Negotiation, Land Development, Investment Properties, Financial Modeling, Real Estate Transactions, Financial Analysis, Property Management, Asset Management, Disposition, Location Intelligence, Real Estate Financing, Commercial Real Estate, Brokerage, Leases
Education
North Carolina State University 1998 — 2002
Bachelor of Science, Buisness Management & Finance
Sean Caffery's UBS Investment Bank Experience March 2006 - June 2006
Job Associate at Osborne & Partners LLC
Industry Public Relations and Communications
Experience
Osborne & Partners LLC November 2009 - Present
Quinn, McGarry, Caffery & Patricia P.C. November 2008 - October 2009
Northwestern Student Holdings May 2007 - June 2008
UBS Investment Bank March 2006 - June 2006
Education
Northwestern University 2006 — 2008
BA, Economics
Osborne & Partners LLC November 2009 - Present
Quinn, McGarry, Caffery & Patricia P.C. November 2008 - October 2009
Northwestern Student Holdings May 2007 - June 2008
UBS Investment Bank March 2006 - June 2006
Education
Northwestern University 2006 — 2008
BA, Economics
Stephen Arata's UBS Investment Bank Experience September 1996 - June 2005
Job CFO at Regency Gas Services
Industry Oil & Energy
Experience
Regency Gas Services June 2005 - Present
Regency Gas Services 2005 - 2009
Regency Gas Services 2005 - 2009
UBS Investment Bank September 1996 - June 2005
Deloitte Consulting July 1992 - September 1996
First Boston June 1988 - June 1991
Education
Northwestern University - Kellogg School of Management 1991 — 1992
MM, Finance
Southern Methodist University 1984 — 1988
BA/BBA, English, Business
Regency Gas Services June 2005 - Present
Regency Gas Services 2005 - 2009
Regency Gas Services 2005 - 2009
UBS Investment Bank September 1996 - June 2005
Deloitte Consulting July 1992 - September 1996
First Boston June 1988 - June 1991
Education
Northwestern University - Kellogg School of Management 1991 — 1992
MM, Finance
Southern Methodist University 1984 — 1988
BA/BBA, English, Business
Ryan Birtel's UBS Investment Bank Experience 2006 - 2007
Job Founder at Eolith Advisory, Ltd.
Industry Capital Markets
Experience
Eolith Advisory, Ltd. 2007 - Present
UBS Investment Bank 2006 - 2007
Deutsche Bank 2005 - 2006
Banc of America Securities 2001 - 2005
GE Mortgage Insurance 2001 - 2001
SAS 2000 - 2001
Skills
FINRA 7/63 (expired), NYS Real Property..., NYS Real Property..., Valuation, Risk Assessment, Expert Witness, Financial Product..., Structured Products, Financial Structuring, CDO, Investment Management, Economics, Securitization, Structured Finance, Capital Markets, Fixed Income, Investment Banking, Hedge Funds, Alternative Investments, Asset Management, Banking, Derivatives, Finance, Credit Derivatives, Bonds, Trading, Financial Markets, Equities, Quantitative Finance, Options, Bloomberg, Securities
Education
North Carolina State University 1999 — 2001
MS, Statistics
Rochester Institute of Technology 1998 — 1999
MS, Industrial & Applied Mathematics
University of Rochester 1991 — 1996
BA, Economics / Japanese
Eolith Advisory, Ltd. 2007 - Present
UBS Investment Bank 2006 - 2007
Deutsche Bank 2005 - 2006
Banc of America Securities 2001 - 2005
GE Mortgage Insurance 2001 - 2001
SAS 2000 - 2001
Skills
FINRA 7/63 (expired), NYS Real Property..., NYS Real Property..., Valuation, Risk Assessment, Expert Witness, Financial Product..., Structured Products, Financial Structuring, CDO, Investment Management, Economics, Securitization, Structured Finance, Capital Markets, Fixed Income, Investment Banking, Hedge Funds, Alternative Investments, Asset Management, Banking, Derivatives, Finance, Credit Derivatives, Bonds, Trading, Financial Markets, Equities, Quantitative Finance, Options, Bloomberg, Securities
Education
North Carolina State University 1999 — 2001
MS, Statistics
Rochester Institute of Technology 1998 — 1999
MS, Industrial & Applied Mathematics
University of Rochester 1991 — 1996
BA, Economics / Japanese
Douglas Vestal, Ph.D.'s UBS Investment Bank Experience March 2009 - June 2011
Job Global Head Counterparty Credit Risk Trade Analysis
Industry Capital Markets
Experience
Bank of America Merrill Lynch October 2014 - Present
Deutsche Bank September 2013 - October 2014
SAS June 2012 - September 2013
Barclays Capital June 2011 - June 2012
UBS Investment Bank March 2009 - June 2011
Julius Finance March 2008 - April 2009
UBS Investment Bank June 2007 - August 2007
Progress Energy March 2006 - August 2006
SAS Institute July 2004 - January 2005
Skills
Credit Derivatives, Derivatives, Hedging, Counterparty Risk, FX Options, CDS, Securitization, CDO, Market Risk, Quantitative Finance, Fixed Income, Financial Engineering, Trading, Monte Carlo Simulation, Equity Derivatives, Bloomberg, ABS, Quantitative Analytics, Interest Rate..., Hedge Funds, Credit Risk, Swaps
Education
University of California, Santa Barbara 2006 — 2008
Ph.D., Statistics and Applied Probability
North Carolina State University 2003 — 2006
M.S., Financial Mathematics
Bank of America Merrill Lynch October 2014 - Present
Deutsche Bank September 2013 - October 2014
SAS June 2012 - September 2013
Barclays Capital June 2011 - June 2012
UBS Investment Bank March 2009 - June 2011
Julius Finance March 2008 - April 2009
UBS Investment Bank June 2007 - August 2007
Progress Energy March 2006 - August 2006
SAS Institute July 2004 - January 2005
Skills
Credit Derivatives, Derivatives, Hedging, Counterparty Risk, FX Options, CDS, Securitization, CDO, Market Risk, Quantitative Finance, Fixed Income, Financial Engineering, Trading, Monte Carlo Simulation, Equity Derivatives, Bloomberg, ABS, Quantitative Analytics, Interest Rate..., Hedge Funds, Credit Risk, Swaps
Education
University of California, Santa Barbara 2006 — 2008
Ph.D., Statistics and Applied Probability
North Carolina State University 2003 — 2006
M.S., Financial Mathematics
Michael L. Davis's UBS Investment Bank Experience 2007 - 2008
Job System Administrator at New Visions for Public Schools
Industry Information Technology and Services
Experience
New Visions for Public Schools January 2014 - Present
Acorda Therapeutics, Inc. 2012 - 2013
Fenton Communications 2011 - 2012
Visiting Nurse Service of New York 2011 - 2011
D’Angelica & Bilski PLLC 2009 - 2010
Warner Music Group 2008 - 2009
Morgan Stanley 2008 - 2008
UBS Investment Bank 2007 - 2008
Circuit City 2005 - 2007
Skills
Laptops, Blackberry, Outlook, Blackberry Enterprise..., Printers, Microsoft Word, Microsoft Excel, Windows 7, XP, Help Desk Support, Computer Hardware, Citrix, Active Directory, Troubleshooting, Windows Server, Networking, Windows, Mac OS X, Bomgar, iPhone Support, iPad, Remedy Ticketing System, Android, DNS, TCP/IP, Symantec Endpoint..., Symantec Backup, Windows XP, Hardware, Servers, OS X, Operating Systems
Education
Northeastern University 2000 — 2003
Computer Engineering
New Visions for Public Schools January 2014 - Present
Acorda Therapeutics, Inc. 2012 - 2013
Fenton Communications 2011 - 2012
Visiting Nurse Service of New York 2011 - 2011
D’Angelica & Bilski PLLC 2009 - 2010
Warner Music Group 2008 - 2009
Morgan Stanley 2008 - 2008
UBS Investment Bank 2007 - 2008
Circuit City 2005 - 2007
Skills
Laptops, Blackberry, Outlook, Blackberry Enterprise..., Printers, Microsoft Word, Microsoft Excel, Windows 7, XP, Help Desk Support, Computer Hardware, Citrix, Active Directory, Troubleshooting, Windows Server, Networking, Windows, Mac OS X, Bomgar, iPhone Support, iPad, Remedy Ticketing System, Android, DNS, TCP/IP, Symantec Endpoint..., Symantec Backup, Windows XP, Hardware, Servers, OS X, Operating Systems
Education
Northeastern University 2000 — 2003
Computer Engineering
David Hales's UBS Investment Bank Experience 2006 - 2007
Job Senior Associate at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal February 2013 - Present
LM+Co. February 2008 - February 2013
UBS Investment Bank 2006 - 2007
Skills
Fixed Income, Valuation, Financial Modeling, Investment Banking, Capital Markets, Private Equity, Bloomberg, Structured Finance, Due Diligence, Project Finance, Financial Analysis, Leveraged Finance
Education
Northeastern University 2001 — 2006
Alvarez & Marsal February 2013 - Present
LM+Co. February 2008 - February 2013
UBS Investment Bank 2006 - 2007
Skills
Fixed Income, Valuation, Financial Modeling, Investment Banking, Capital Markets, Private Equity, Bloomberg, Structured Finance, Due Diligence, Project Finance, Financial Analysis, Leveraged Finance
Education
Northeastern University 2001 — 2006
David McCallin's UBS Investment Bank Experience 1998 - 2007
Job Director at Barclays Capital
Industry Investment Management
Experience
Barclays Capital June 2009 - Present
Citigroup Global Wealth Management May 2007 - July 2008
Citi 2007 - July 2008
UBS 1998 - 2007
UBS Investment Bank 1998 - 2007
HSBC Securities 1996 - 1998
Education
Northeastern University 1978 — 1982
Barclays Capital June 2009 - Present
Citigroup Global Wealth Management May 2007 - July 2008
Citi 2007 - July 2008
UBS 1998 - 2007
UBS Investment Bank 1998 - 2007
HSBC Securities 1996 - 1998
Education
Northeastern University 1978 — 1982
Aunrie Dash's UBS Investment Bank Experience 2005 - 2007
Job Alternative Execution Products Sales & Trading
Industry Financial Services
Experience
Credit Suisse August 2007 - Present
UBS Investment Bank 2005 - 2007
Morgan Stanley 1991 - 2005
Education
Northwestern University
BS, Econ
Credit Suisse August 2007 - Present
UBS Investment Bank 2005 - 2007
Morgan Stanley 1991 - 2005
Education
Northwestern University
BS, Econ
Anuja Desikan Perkins's UBS Investment Bank Experience July 2006 - September 2008
Job Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company August 2013 - Present
McKinsey & Company June 2012 - August 2012
Duff & Phelps July 2010 - September 2011
Goldman Sachs September 2008 - July 2010
UBS Investment Bank July 2006 - September 2008
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA
Northwestern University 2002 — 2006
Bachelor of Science, Computer Engineering
McKinsey & Company August 2013 - Present
McKinsey & Company June 2012 - August 2012
Duff & Phelps July 2010 - September 2011
Goldman Sachs September 2008 - July 2010
UBS Investment Bank July 2006 - September 2008
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA
Northwestern University 2002 — 2006
Bachelor of Science, Computer Engineering
Julia Dragan-Chirila's UBS Investment Bank Experience June 2003 - July 2003
Job Software Engineer
Industry Financial Services
Experience
Citadel LLC 2008 - 2013
Citadel Investment Group 2006 - 2008
Citadel Investment Group 2004 - 2006
UBS Investment Bank June 2003 - July 2003
Hewitt Associates 2001 - 2002
IntegrationWare 1999 - 2000
Education
University of Illinois at Urbana-Champaign 2002 — 2004
MS
Northern Illinois University 1998 — 2002
BS
Citadel LLC 2008 - 2013
Citadel Investment Group 2006 - 2008
Citadel Investment Group 2004 - 2006
UBS Investment Bank June 2003 - July 2003
Hewitt Associates 2001 - 2002
IntegrationWare 1999 - 2000
Education
University of Illinois at Urbana-Champaign 2002 — 2004
MS
Northern Illinois University 1998 — 2002
BS
Sherrill Crivellone, SPHR, CCP's UBS Investment Bank Experience May 2011 - Present
Job Executive Director, Global Talent Partner for IT and Operations at UBS
Industry Human Resources
Experience
UBS Investment Bank May 2011 - Present
Golub Capital November 2009 - November 2010
Magnetar Capital LLC January 2005 - May 2008
Lighthouse Solutions, Ltd. October 2002 - May 2008
Citadel Investment Group July 2001 - December 2002
UBS 1992 - 2000
Swiss Bank Corp/UBS 1992 - 2000
SBC Warburg 1992 - 2000
Swiss Bank Corp 1992 - 2000
Rust-Oleum Corporation May 1985 - February 1992
Skills
Employee Relations, Organizational..., Human Resources, Training, Talent Management, Succession Planning, Leadership Development, Executive Coaching, Career Development, Employee Engagement, Leadership, Organizational Design, Change Management, Management, Strategic Planning, Performance Management, Recruiting
Education
Northeastern Illinois University 1981 — 1983
M.A., Education (Reading Instruction)
University of Illinois at Urbana-Champaign 1973 — 1977
Bachelor of Arts (BA), Secondary Education and Teaching
UBS Investment Bank May 2011 - Present
Golub Capital November 2009 - November 2010
Magnetar Capital LLC January 2005 - May 2008
Lighthouse Solutions, Ltd. October 2002 - May 2008
Citadel Investment Group July 2001 - December 2002
UBS 1992 - 2000
Swiss Bank Corp/UBS 1992 - 2000
SBC Warburg 1992 - 2000
Swiss Bank Corp 1992 - 2000
Rust-Oleum Corporation May 1985 - February 1992
Skills
Employee Relations, Organizational..., Human Resources, Training, Talent Management, Succession Planning, Leadership Development, Executive Coaching, Career Development, Employee Engagement, Leadership, Organizational Design, Change Management, Management, Strategic Planning, Performance Management, Recruiting
Education
Northeastern Illinois University 1981 — 1983
M.A., Education (Reading Instruction)
University of Illinois at Urbana-Champaign 1973 — 1977
Bachelor of Arts (BA), Secondary Education and Teaching
Ross Mullman's UBS Investment Bank Experience 1999 - Present
Job MUNICIPAL INSTITUTIONAL SALES
Industry Financial Services
Experience
UBS 2004 - Present
UBS Investment Bank 1999 - Present
Education
Northeastern University 1999 — 2004
UBS 2004 - Present
UBS Investment Bank 1999 - Present
Education
Northeastern University 1999 — 2004
Craig Dussinger's UBS Investment Bank Experience July 2005 - June 2008
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2011 - Present
Merrill Lynch June 2008 - December 2010
UBS Investment Bank July 2005 - June 2008
Education
Northeastern University
Bank of America Merrill Lynch January 2011 - Present
Merrill Lynch June 2008 - December 2010
UBS Investment Bank July 2005 - June 2008
Education
Northeastern University
Amanda Montgomery's UBS Investment Bank Experience February 2000 - Present
Job Managing Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank February 2000 - Present
UBS investment bank 2000 - 2009
Lehman Brothers Bank July 1997 - January 2000
BHF-BANK 1995 - 1997
Credit Suisse 1991 - 1995
JP Morgan 1989 - 1991
JP Morgan 1989 - 1991
CIGNA Insurance 1986 - 1988
CIGNA Insurance 1986 - 1988
CIGNA Insurance 1986 - 1988
Skills
Investment Banking, Loans, Risk Management, High Yield, Leveraged Finance, Capital Markets, Management, Hedge Funds, Capital Structure, Fixed Income, Private Equity, Derivatives
Education
Northwestern University - Kellogg School of Management 1988 — 1989
MBA, Finance and Accounting
University of Richmond - Robins School of Business 1982 — 1986
BS, Finance
Staples High School
UBS Investment Bank February 2000 - Present
UBS investment bank 2000 - 2009
Lehman Brothers Bank July 1997 - January 2000
BHF-BANK 1995 - 1997
Credit Suisse 1991 - 1995
JP Morgan 1989 - 1991
JP Morgan 1989 - 1991
CIGNA Insurance 1986 - 1988
CIGNA Insurance 1986 - 1988
CIGNA Insurance 1986 - 1988
Skills
Investment Banking, Loans, Risk Management, High Yield, Leveraged Finance, Capital Markets, Management, Hedge Funds, Capital Structure, Fixed Income, Private Equity, Derivatives
Education
Northwestern University - Kellogg School of Management 1988 — 1989
MBA, Finance and Accounting
University of Richmond - Robins School of Business 1982 — 1986
BS, Finance
Staples High School
Torjus Dalen's UBS Investment Bank Experience March 2011 - October 2012
Job
Industry Financial Services
Experience
Markit October 2012 - Present
UBS Investment Bank March 2011 - October 2012
Deutsche Bank February 2010 - January 2011
eDelta Consulting August 2009 - January 2010
Plainfield Asset Management April 2006 - April 2009
Algorithmics Inc May 1997 - April 2006
Sailfish Systems Ltd July 1996 - May 1997
Multinational Computer Models, Inc May 1994 - July 1996
Skills
Financial Modeling, Quantitative Analytics, Enterprise Risk..., Market Risk, Credit Risk, Commodity Markets, Fixed Income, Hedge Funds, Investment Banking, Capital Markets, Front Office, Liquidity Risk, Prime Brokerage, Private Equity, Equity Derivatives, Bloomberg, Algorithm Analysis, Risk Management, VAR, FX Options, Options, Derivatives, Financial Risk, Credit Derivatives, Trading, Structured Products, Portfolio Management, Valuation, Commodity, Finance, FX trading, Market Data
Education
Thunderbird School of Global Management 1991 — 1993
Master
Northern Arizona University 1988 — 1991
BA
Markit October 2012 - Present
UBS Investment Bank March 2011 - October 2012
Deutsche Bank February 2010 - January 2011
eDelta Consulting August 2009 - January 2010
Plainfield Asset Management April 2006 - April 2009
Algorithmics Inc May 1997 - April 2006
Sailfish Systems Ltd July 1996 - May 1997
Multinational Computer Models, Inc May 1994 - July 1996
Skills
Financial Modeling, Quantitative Analytics, Enterprise Risk..., Market Risk, Credit Risk, Commodity Markets, Fixed Income, Hedge Funds, Investment Banking, Capital Markets, Front Office, Liquidity Risk, Prime Brokerage, Private Equity, Equity Derivatives, Bloomberg, Algorithm Analysis, Risk Management, VAR, FX Options, Options, Derivatives, Financial Risk, Credit Derivatives, Trading, Structured Products, Portfolio Management, Valuation, Commodity, Finance, FX trading, Market Data
Education
Thunderbird School of Global Management 1991 — 1993
Master
Northern Arizona University 1988 — 1991
BA
Matthew Hazelton, CFA's UBS Investment Bank Experience January 2008 - June 2008
Job Associate, High Yield Credit Research at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets August 2014 - Present
Prudential Investment Management February 2012 - August 2014
Morgan Stanley 2010 - 2011
UBS Investment Bank January 2008 - June 2008
Putnam Investments January 2007 - December 2007
Skills
Trading, Credit, Fixed Income, Capital Markets, Wealth Management, Bonds, Financial Modeling, Valuation, Financial Analysis, High Yield Bonds
Education
Northeastern University 2004 — 2009
BSBA, Finance, Management
RBC Capital Markets August 2014 - Present
Prudential Investment Management February 2012 - August 2014
Morgan Stanley 2010 - 2011
UBS Investment Bank January 2008 - June 2008
Putnam Investments January 2007 - December 2007
Skills
Trading, Credit, Fixed Income, Capital Markets, Wealth Management, Bonds, Financial Modeling, Valuation, Financial Analysis, High Yield Bonds
Education
Northeastern University 2004 — 2009
BSBA, Finance, Management
Anh-Tuan Bui's UBS Investment Bank Experience June 2006 - August 2007
Job Investment Analyst at First Pacific Advisors (FPA)
Industry Financial Services
Experience
First Pacific Advisors (FPA) August 2015 - Present
Nomura Securities February 2012 - August 2012
FrontPoint Partners August 2007 - December 2010
UBS Investment Bank June 2006 - August 2007
Skills
Hedge Funds, Financial Modeling, Valuation, Healthcare, Equities, Investment Banking, Bloomberg, Investments, Financial Analysis, Strategy, Management, Finance, Due Diligence
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
Northwestern University 2002 — 2006
BA, Mathematical Methods in Social Sciences, Economics
Bellaire HS
First Pacific Advisors (FPA) August 2015 - Present
Nomura Securities February 2012 - August 2012
FrontPoint Partners August 2007 - December 2010
UBS Investment Bank June 2006 - August 2007
Skills
Hedge Funds, Financial Modeling, Valuation, Healthcare, Equities, Investment Banking, Bloomberg, Investments, Financial Analysis, Strategy, Management, Finance, Due Diligence
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
Northwestern University 2002 — 2006
BA, Mathematical Methods in Social Sciences, Economics
Bellaire HS
Hillary Hastings's UBS Investment Bank Experience February 2012 - Present
Job Associate Director | Complex Structured Products | AssetBacked Securities | Financial Services
Industry Financial Services
Experience
UBS Investment Bank February 2012 - Present
UBS Investment Bank February 2011 - January 2012
UBS Investment Bank September 2009 - February 2011
Rockit Solutions LLC September 2008 - September 2009
UBS January 2007 - June 2007
IBM January 2006 - August 2006
Starwood Hotels & Resorts Worldwide, Inc. June 2005 - August 2005
Skills
Fixed Income, Bloomberg, Securities, Financial Modeling, Investment Banking, Capital Markets, Asset Managment, Valuation, Financial Analysis, Trading, Bonds, Asset Management, Financial Services, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
Master of Business Administration (MBA) Candidate
Northeastern University 2003 — 2008
B.S
UBS Investment Bank February 2012 - Present
UBS Investment Bank February 2011 - January 2012
UBS Investment Bank September 2009 - February 2011
Rockit Solutions LLC September 2008 - September 2009
UBS January 2007 - June 2007
IBM January 2006 - August 2006
Starwood Hotels & Resorts Worldwide, Inc. June 2005 - August 2005
Skills
Fixed Income, Bloomberg, Securities, Financial Modeling, Investment Banking, Capital Markets, Asset Managment, Valuation, Financial Analysis, Trading, Bonds, Asset Management, Financial Services, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
Master of Business Administration (MBA) Candidate
Northeastern University 2003 — 2008
B.S
Mark Raffles's UBS Investment Bank Experience 1995 - 1999
Job Investor
Industry Investment Management
Experience
Mason Street Advisors 2005 - 2015
Zurich Scudder Investments 1999 - 2002
UBS Investment Bank 1995 - 1999
Salomon Brothers 1983 - 1990
Education
Northwestern University
Master of Business Administration (MBA), marketing/economics
Principia College
Bachelor of Arts (BA), Business/Managerial Economics
Mason Street Advisors 2005 - 2015
Zurich Scudder Investments 1999 - 2002
UBS Investment Bank 1995 - 1999
Salomon Brothers 1983 - 1990
Education
Northwestern University
Master of Business Administration (MBA), marketing/economics
Principia College
Bachelor of Arts (BA), Business/Managerial Economics
Samuel Spencer's UBS Investment Bank Experience September 2011 - October 2012
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley October 2012 - Present
UBS Investment Bank September 2011 - October 2012
Dana Holding Corporation April 2009 - March 2011
UBS Investment Bank June 2010 - August 2010
Dana Holding Corporation June 2007 - March 2009
A.T. Kearney MRO January 2006 - February 2007
A.T. Kearney January 2004 - December 2005
Skills
Financial Modeling, Business Strategy, Process Improvement, Valuation, Cross-functional Team..., Financial Analysis, Mergers, Program Management, Corporate Finance, Six Sigma, Operations Management, Mergers & Acquisitions, Management, Business Process, Finance, Supply Chain, Risk Management, Outsourcing, Analysis, Procurement
Education
University of Chicago
MBA, Finance and Accounting
Northwestern University
Chemical Engineering, Engineering
Morgan Stanley October 2012 - Present
UBS Investment Bank September 2011 - October 2012
Dana Holding Corporation April 2009 - March 2011
UBS Investment Bank June 2010 - August 2010
Dana Holding Corporation June 2007 - March 2009
A.T. Kearney MRO January 2006 - February 2007
A.T. Kearney January 2004 - December 2005
Skills
Financial Modeling, Business Strategy, Process Improvement, Valuation, Cross-functional Team..., Financial Analysis, Mergers, Program Management, Corporate Finance, Six Sigma, Operations Management, Mergers & Acquisitions, Management, Business Process, Finance, Supply Chain, Risk Management, Outsourcing, Analysis, Procurement
Education
University of Chicago
MBA, Finance and Accounting
Northwestern University
Chemical Engineering, Engineering
Kai Oeffner, CMA's UBS Investment Bank Experience October 2007 - April 2008
Job Financial Planning Manager Eaton Electrical Products Group
Industry Electrical/Electronic Manufacturing
Experience
Eaton April 2014 - Present
Eaton Corporation June 2013 - April 2014
Eaton Corporation March 2011 - June 2013
Eaton Electrical July 2010 - March 2011
Eaton Electrical July 2009 - June 2010
Eaton Electrical July 2008 - June 2009
UBS Investment Bank October 2007 - April 2008
Skills
Financial Analysis
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Business Strategy
Northern Kentucky University 2005 — 2007
Bachelor of Science, Economics
Eaton April 2014 - Present
Eaton Corporation June 2013 - April 2014
Eaton Corporation March 2011 - June 2013
Eaton Electrical July 2010 - March 2011
Eaton Electrical July 2009 - June 2010
Eaton Electrical July 2008 - June 2009
UBS Investment Bank October 2007 - April 2008
Skills
Financial Analysis
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Business Strategy
Northern Kentucky University 2005 — 2007
Bachelor of Science, Economics
Matthew Steger's UBS Investment Bank Experience August 2010 - July 2011
Job MBA Candidate at Kellogg School of Management
Industry Music
Experience
Kellogg School of Management September 2014 - Present
Bernstein Global Wealth Management June 2012 - June 2014
FinleyKnight 2012 - 2014
Bernstein Global Wealth Management July 2011 - June 2012
UBS Investment Bank August 2010 - July 2011
Dutko Worldwide June 2009 - August 2009
Skills
Excel, PowerPoint, Word, Research, Microsoft Office, SAP, Financial Analysis, Microsoft Word, Financial Modeling, Risk Management, Microsoft Excel, Business Development, Social Media, Strategy
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA)
Northwestern University 2006 — 2010
B.S., Learning and Organizational Change
Kellogg School of Management September 2014 - Present
Bernstein Global Wealth Management June 2012 - June 2014
FinleyKnight 2012 - 2014
Bernstein Global Wealth Management July 2011 - June 2012
UBS Investment Bank August 2010 - July 2011
Dutko Worldwide June 2009 - August 2009
Skills
Excel, PowerPoint, Word, Research, Microsoft Office, SAP, Financial Analysis, Microsoft Word, Financial Modeling, Risk Management, Microsoft Excel, Business Development, Social Media, Strategy
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA)
Northwestern University 2006 — 2010
B.S., Learning and Organizational Change
Charlie Ruehr's UBS Investment Bank Experience September 2009 - December 2010
Job Co Founder at SuperEats
Industry Food & Beverages
Experience
SuperEats October 2013 - Present
Pure Mountain Olive Oil January 2013 - May 2013
GI Partners November 2010 - October 2012
UBS Investment Bank September 2009 - December 2010
UBS Investment Bank June 2007 - August 2007
Wyndham Worldwide June 2006 - September 2006
Skills
Corporate Finance, Sales, Microsoft Excel, PowerPoint, Photoshop, QuickBooks, Valuation, Corporate Development, Spanish-speaking, Real Estate, International Relations, LBO, Friendly Personality, Casino Gaming
Education
Northwestern University 2004 — 2008
BA, Mathemetical Methods for the Social Scienes, Economics
St. Xavier High School 2000 — 2004
SuperEats October 2013 - Present
Pure Mountain Olive Oil January 2013 - May 2013
GI Partners November 2010 - October 2012
UBS Investment Bank September 2009 - December 2010
UBS Investment Bank June 2007 - August 2007
Wyndham Worldwide June 2006 - September 2006
Skills
Corporate Finance, Sales, Microsoft Excel, PowerPoint, Photoshop, QuickBooks, Valuation, Corporate Development, Spanish-speaking, Real Estate, International Relations, LBO, Friendly Personality, Casino Gaming
Education
Northwestern University 2004 — 2008
BA, Mathemetical Methods for the Social Scienes, Economics
St. Xavier High School 2000 — 2004
Haddon Kirk's UBS Investment Bank Experience June 2014 - Present
Job Head of ETF Trading at UBS Investment Bank
Industry Financial Services
Trevor Rochat's UBS Investment Bank Experience January 2006 - June 2006
Job Financial Services Professional
Industry Financial Services
Experience
Janney Montgomery Scott LLC September 2012 - Present
Mitsubishi UFJ Securities 2012 - 2012
Chapdelaine Credit Partners / Citadel Securities June 2009 - September 2011
SAC Capital January 2008 - July 2008
Merrill Lynch January 2007 - June 2007
UBS Investment Bank January 2006 - June 2006
Skills
Trading, Fixed Income, Credit, Bloomberg, Capital Markets, Series 7, Equities, Hedge Funds
Education
Northeastern University 2004 — 2009
BS in Business Administration, Finance, Political Science
Janney Montgomery Scott LLC September 2012 - Present
Mitsubishi UFJ Securities 2012 - 2012
Chapdelaine Credit Partners / Citadel Securities June 2009 - September 2011
SAC Capital January 2008 - July 2008
Merrill Lynch January 2007 - June 2007
UBS Investment Bank January 2006 - June 2006
Skills
Trading, Fixed Income, Credit, Bloomberg, Capital Markets, Series 7, Equities, Hedge Funds
Education
Northeastern University 2004 — 2009
BS in Business Administration, Finance, Political Science
Marc Hujik's UBS Investment Bank Experience 1995 - 1997
Job President & CIO at Prophet Wealth Management
Industry Investment Management
Experience
Prophet Wealth Management December 1999 - Present
UBS Investment Bank 1995 - 1997
Skills
Venture Capital, Portfolio Management, Strategic Planning, Asset Managment, Asset Allocation, Asset Management, Investments, Private Equity, Coaching, Valuation, Business Development, Management Consulting, Leadership
Education
Northwestern University
International Economics
Prophet Wealth Management December 1999 - Present
UBS Investment Bank 1995 - 1997
Skills
Venture Capital, Portfolio Management, Strategic Planning, Asset Managment, Asset Allocation, Asset Management, Investments, Private Equity, Coaching, Valuation, Business Development, Management Consulting, Leadership
Education
Northwestern University
International Economics
Paul Bueti's UBS Investment Bank Experience February 2011 - October 2012
Job Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities October 2012 - Present
UBS Investment Bank February 2011 - October 2012
CIT June 2010 - February 2011
Credit Suisse January 2009 - July 2009
MAQUET Cardiopulmonary AG January 2008 - June 2008
BR+A Consulting Engineers January 2007 - June 2007
Skills
Valuation, Financial Modeling, Investment Banking, REIT Conversions, Equity Derivatives, Capital Structure, Capital Allocation, Capital Markets, Spin-offs, Share Repurchase, Convertible Bonds, Equity Capital Markets, Equities, Bloomberg, Factset, Capital IQ, ThomsonOne, Series 63, Series 79, Excel, PowerPoint, Word
Education
Northeastern University 2005 — 2010
Bachelors, Mechanical Engineering
Wells Fargo Securities October 2012 - Present
UBS Investment Bank February 2011 - October 2012
CIT June 2010 - February 2011
Credit Suisse January 2009 - July 2009
MAQUET Cardiopulmonary AG January 2008 - June 2008
BR+A Consulting Engineers January 2007 - June 2007
Skills
Valuation, Financial Modeling, Investment Banking, REIT Conversions, Equity Derivatives, Capital Structure, Capital Allocation, Capital Markets, Spin-offs, Share Repurchase, Convertible Bonds, Equity Capital Markets, Equities, Bloomberg, Factset, Capital IQ, ThomsonOne, Series 63, Series 79, Excel, PowerPoint, Word
Education
Northeastern University 2005 — 2010
Bachelors, Mechanical Engineering
Christopher Goff's UBS Investment Bank Experience May 2011 - June 2012
Job Associate at CDG Group
Industry Financial Services
Experience
CDG Group January 2014 - Present
CDG Group June 2012 - December 2013
UBS Investment Bank May 2011 - June 2012
UBS Investment Bank July 2010 - December 2010
Wellington Management July 2009 - January 2010
Wellington Management June 2008 - January 2009
Skills
Bloomberg, Financial Analysis, Capital IQ, Credit Analysis, Financial Modeling, Investments, Risk Management
Education
Northeastern University 2006 — 2011
BS, Finance, Accounting
CDG Group January 2014 - Present
CDG Group June 2012 - December 2013
UBS Investment Bank May 2011 - June 2012
UBS Investment Bank July 2010 - December 2010
Wellington Management July 2009 - January 2010
Wellington Management June 2008 - January 2009
Skills
Bloomberg, Financial Analysis, Capital IQ, Credit Analysis, Financial Modeling, Investments, Risk Management
Education
Northeastern University 2006 — 2011
BS, Finance, Accounting
Reid Taradash's UBS Investment Bank Experience September 2003 - August 2006
Job Vice President at Stone Key Partners LLC
Industry Investment Banking
Experience
Stone Key Partners LLC June 2008 - Present
Bear Stearns August 2007 - May 2008
3G Capital August 2006 - July 2007
UBS Investment Bank September 2003 - August 2006
Education
Northwestern University 1999 — 2003
BA, MMSS (Applied Math), Economics, and History
Stone Key Partners LLC June 2008 - Present
Bear Stearns August 2007 - May 2008
3G Capital August 2006 - July 2007
UBS Investment Bank September 2003 - August 2006
Education
Northwestern University 1999 — 2003
BA, MMSS (Applied Math), Economics, and History
John Soden's UBS Investment Bank Experience August 1997 - September 2002
Job Managing Director at Thomas Weisel Partners
Industry Investment Banking
Experience
Houlihan Lokey April 2010 - Present
Thomas Weisel Partners LLC January 2004 - March 2010
UBS Investment Bank August 1997 - September 2002
Education
Northwestern University 1991 — 1993
BA, Economics (Hons)
Houlihan Lokey April 2010 - Present
Thomas Weisel Partners LLC January 2004 - March 2010
UBS Investment Bank August 1997 - September 2002
Education
Northwestern University 1991 — 1993
BA, Economics (Hons)
Robert T. Valenti's UBS Investment Bank Experience January 2011 - July 2011
Job Business Manager at Valenti Toyota/Subaru
Industry Automotive
Experience
Valenti Toyota June 2015 - Present
Sapient Global Markets January 2013 - September 2014
UBS Investment Bank January 2011 - July 2011
Morgan Stanley Smith Barney July 2010 - September 2010
KPMG January 2010 - July 2010
Skills
Financial Modeling, Financial Analysis
Education
Northeastern University 2007 — 2012
Finance
American University of Rome 2011 — 2011
Finance
Valenti Toyota June 2015 - Present
Sapient Global Markets January 2013 - September 2014
UBS Investment Bank January 2011 - July 2011
Morgan Stanley Smith Barney July 2010 - September 2010
KPMG January 2010 - July 2010
Skills
Financial Modeling, Financial Analysis
Education
Northeastern University 2007 — 2012
Finance
American University of Rome 2011 — 2011
Finance
Eric Cannon's UBS Investment Bank Experience July 2007 - December 2008
Job Assistant Vice President, Golub Capital
Industry Financial Services
Experience
Golub Capital December 2010 - Present
Performics January 2009 - December 2010
UBS Investment Bank July 2007 - December 2008
Education
Northwestern University 2003 — 2007
BA, Economics
Golub Capital December 2010 - Present
Performics January 2009 - December 2010
UBS Investment Bank July 2007 - December 2008
Education
Northwestern University 2003 — 2007
BA, Economics
Robert Kantor's UBS Investment Bank Experience June 1998 - June 1999
Job Derivative Trader | Risk Manager | Head Trader | Operations Management
Industry Financial Services
Experience
FBR March 2010 - February 2015
Bay Crest Partners January 2009 - December 2009
Wilmot Advisors July 2008 - January 2009
Bear Stearns June 2005 - June 2008
KBC Financial Products July 2000 - October 2004
BNP Paribas April 2000 - July 2000
UBS Investment Bank June 1998 - June 1999
UBS Investment Bank June 1991 - May 1998
UBS Investment Bank June 1990 - September 1991
Sterling Commodities March 1988 - June 1990
Skills
Trading Strategies, Swaps, Corporate Finance, Hedge Funds, Financial Markets, Equity Trading, Trading, Hedging, Electronic Trading, Bloomberg, Options, Capital Markets, Commodity, Risk Management, Financial Risk, Trading Systems, Volatility, Derivatives, Portfolio Management, Equities, Fixed Income, Proprietary Trading, Currency, Financial Structuring, ETFs, Structured Finance, Finance, Market Making
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Finance and International Business
Northwestern University 1983 — 1987
BA, Economics
FBR March 2010 - February 2015
Bay Crest Partners January 2009 - December 2009
Wilmot Advisors July 2008 - January 2009
Bear Stearns June 2005 - June 2008
KBC Financial Products July 2000 - October 2004
BNP Paribas April 2000 - July 2000
UBS Investment Bank June 1998 - June 1999
UBS Investment Bank June 1991 - May 1998
UBS Investment Bank June 1990 - September 1991
Sterling Commodities March 1988 - June 1990
Skills
Trading Strategies, Swaps, Corporate Finance, Hedge Funds, Financial Markets, Equity Trading, Trading, Hedging, Electronic Trading, Bloomberg, Options, Capital Markets, Commodity, Risk Management, Financial Risk, Trading Systems, Volatility, Derivatives, Portfolio Management, Equities, Fixed Income, Proprietary Trading, Currency, Financial Structuring, ETFs, Structured Finance, Finance, Market Making
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Finance and International Business
Northwestern University 1983 — 1987
BA, Economics
Ben Puller's UBS Investment Bank Experience July 2007 - June 2009
Job Owner/Operator at Wings Over Milwaukee and Wings Over Madison
Industry Restaurants
Experience
Wings Over Milwaukee June 2014 - Present
Wings Over Madison May 2012 - Present
Thermo Fisher Scientific September 2009 - May 2012
UBS Investment Bank July 2007 - June 2009
Education
Northwestern University 2003 — 2007
BA, Economics
Wings Over Milwaukee June 2014 - Present
Wings Over Madison May 2012 - Present
Thermo Fisher Scientific September 2009 - May 2012
UBS Investment Bank July 2007 - June 2009
Education
Northwestern University 2003 — 2007
BA, Economics
Kyle Jung's UBS Investment Bank Experience January 2014 - June 2014
Job Student at Northeastern University
Industry Investment Banking
Experience
Rothschild June 2015 - August 2015
UBS Investment Bank January 2014 - June 2014
PwC January 2013 - October 2013
Skills
Investments, Microsoft Excel, Financial Accounting, Microsoft Office, Bloomberg, Equities, CSS, Presentations, Financial Modeling, Research, Financial Analysis
Education
Northeastern University 2011 — 2015
Bachelor of Business Administration (BSBA), Finance and Accounting
Rothschild June 2015 - August 2015
UBS Investment Bank January 2014 - June 2014
PwC January 2013 - October 2013
Skills
Investments, Microsoft Excel, Financial Accounting, Microsoft Office, Bloomberg, Equities, CSS, Presentations, Financial Modeling, Research, Financial Analysis
Education
Northeastern University 2011 — 2015
Bachelor of Business Administration (BSBA), Finance and Accounting
Bill Reilly's UBS Investment Bank Experience 2009 - May 2011
Job Director Operations & Business Development at SunGard Financial Systems
Industry Outsourcing/Offshoring
Experience
SunGard Financial Systems May 2014 - Present
HCL Technologies July 2011 - May 2014
UBS Securities, LLC March 2010 - May 2011
UBS Securities, LLC December 2009 - May 2011
UBS Investment Bank 2009 - May 2011
UBS Investment Bank December 2009 - January 2011
UBS Sec LLC December 2008 - December 2009
UBS Investment Bank 2008 - 2009
UBS Investment Bank March 2007 - December 2008
UBS Securities, LLC September 2004 - March 2007
Skills
Pricing, Derivatives, Delta One, Middle Office, Equities, Fixed Income, Capital Markets, Options, Trading, Risk Management, Securities, Investment Banking, Swaps, Portfolio Management, Settlement, Financial Risk, Operational Risk
Education
North Carolina State University 1993 — 1995
Business Management / Biology (Turf Grass Mgnt)
State University of New York at Delhi 1991 — 1993
Associates, Business Management
SunGard Financial Systems May 2014 - Present
HCL Technologies July 2011 - May 2014
UBS Securities, LLC March 2010 - May 2011
UBS Securities, LLC December 2009 - May 2011
UBS Investment Bank 2009 - May 2011
UBS Investment Bank December 2009 - January 2011
UBS Sec LLC December 2008 - December 2009
UBS Investment Bank 2008 - 2009
UBS Investment Bank March 2007 - December 2008
UBS Securities, LLC September 2004 - March 2007
Skills
Pricing, Derivatives, Delta One, Middle Office, Equities, Fixed Income, Capital Markets, Options, Trading, Risk Management, Securities, Investment Banking, Swaps, Portfolio Management, Settlement, Financial Risk, Operational Risk
Education
North Carolina State University 1993 — 1995
Business Management / Biology (Turf Grass Mgnt)
State University of New York at Delhi 1991 — 1993
Associates, Business Management
Sophia Ngo's UBS Investment Bank Experience 2012 - 2012
Job Student in Finance and Accounting at Northeastern University
Industry Financial Services
Experience
UBS Investment Bank 2012 - 2012
Bank of America July 2011 - December 2011
State Street Corporation July 2010 - December 2010
Boston Living Center September 2009 - December 2009
Quinsigamond Community College September 2008 - May 2009
Education
Northeastern University 2009 — 2013
Bachelor of Science Degree, Finance & Insurance and Accounting
Quinsigamond Community College 2007 — 2009
Associate's Degree, Business Administration
UBS Investment Bank 2012 - 2012
Bank of America July 2011 - December 2011
State Street Corporation July 2010 - December 2010
Boston Living Center September 2009 - December 2009
Quinsigamond Community College September 2008 - May 2009
Education
Northeastern University 2009 — 2013
Bachelor of Science Degree, Finance & Insurance and Accounting
Quinsigamond Community College 2007 — 2009
Associate's Degree, Business Administration
Katherine Breiland's UBS Investment Bank Experience August 2010 - August 2011
Job Human Resources Executive Team Leader at Target
Industry Human Resources
Experience
Pappas Restaurants, Inc. October 2011 - July 2012
UBS Investment Bank August 2010 - August 2011
Pappas Restaurants, Inc. February 2009 - August 2010
Skills
Human Resources, Talent Management, Strategic Hiring, Talent Acquisition, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Catering, Caterease, Sales Management, Restaurant Management, Investment Banking, Risk Management, Event Management
Education
St. Mary's College 2010 — 2011
Post Graduate Certificate
Northern Arizona University 2005 — 2008
Bachelor of Science (B.S.)
Pappas Restaurants, Inc. October 2011 - July 2012
UBS Investment Bank August 2010 - August 2011
Pappas Restaurants, Inc. February 2009 - August 2010
Skills
Human Resources, Talent Management, Strategic Hiring, Talent Acquisition, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Catering, Caterease, Sales Management, Restaurant Management, Investment Banking, Risk Management, Event Management
Education
St. Mary's College 2010 — 2011
Post Graduate Certificate
Northern Arizona University 2005 — 2008
Bachelor of Science (B.S.)
Manuel Anaya's UBS Investment Bank Experience May 2008 - August 2008
Job Associate at Rabobank
Industry Investment Banking
Experience
Rabobank June 2014 - Present
Banco Santander July 2011 - January 2014
Banco Santander July 2010 - December 2010
John Hancock Financial Services June 2009 - December 2009
UBS Investment Bank May 2008 - August 2008
Skills
Investment Banking, Private Equity, Corporate Finance, Financial Modeling, Financial Analysis, Valuation, Fundamental Analysis, Business Strategy, Investment Analysis, Debt Restructuring, Business Valuation, Trading
Education
Northeastern University 2006 — 2011
Bachelor of Science in Business Administration, Finance
Rabobank June 2014 - Present
Banco Santander July 2011 - January 2014
Banco Santander July 2010 - December 2010
John Hancock Financial Services June 2009 - December 2009
UBS Investment Bank May 2008 - August 2008
Skills
Investment Banking, Private Equity, Corporate Finance, Financial Modeling, Financial Analysis, Valuation, Fundamental Analysis, Business Strategy, Investment Analysis, Debt Restructuring, Business Valuation, Trading
Education
Northeastern University 2006 — 2011
Bachelor of Science in Business Administration, Finance
Robert Klaus's UBS Investment Bank Experience May 2010 - October 2010
Job Etl Developer at CramerKrasselt
Industry Information Technology and Services
Experience
Cramer-Krasselt September 2015 - Present
Seeking Any Database Position - PostgreSQL, Oracle, Sybase on Linux August 2015 - Present
Panasonic USA February 2015 - July 2015
CVS Caremark Corporation May 2014 - February 2015
Nexgen Wireless, Inc. November 2012 - March 2014
GFI Genfare September 2011 - October 2012
SeatonCorp February 2011 - September 2011
UBS Investment Bank May 2010 - October 2010
Northern Trust October 2009 - March 2010
Astellas Pharma March 2009 - September 2009
Skills
Databases, Unix, Oracle, Microsoft SQL Server, Linux, Perl, PL/SQL, MySQL, T-SQL, Data Modeling, PostgreSQL, VMware, Sybase, Bash, Data Migration, Windows, Hyper-V, Powershell, Management, SQL, Unix Shell Scripting, Shell Scripting, Database Administration
Education
Northern Illinois University 1978 — 1983
BS, Computer Science
John Hersey High School 1974 — 1978
Cramer-Krasselt September 2015 - Present
Seeking Any Database Position - PostgreSQL, Oracle, Sybase on Linux August 2015 - Present
Panasonic USA February 2015 - July 2015
CVS Caremark Corporation May 2014 - February 2015
Nexgen Wireless, Inc. November 2012 - March 2014
GFI Genfare September 2011 - October 2012
SeatonCorp February 2011 - September 2011
UBS Investment Bank May 2010 - October 2010
Northern Trust October 2009 - March 2010
Astellas Pharma March 2009 - September 2009
Skills
Databases, Unix, Oracle, Microsoft SQL Server, Linux, Perl, PL/SQL, MySQL, T-SQL, Data Modeling, PostgreSQL, VMware, Sybase, Bash, Data Migration, Windows, Hyper-V, Powershell, Management, SQL, Unix Shell Scripting, Shell Scripting, Database Administration
Education
Northern Illinois University 1978 — 1983
BS, Computer Science
John Hersey High School 1974 — 1978
Derek Bower's UBS Investment Bank Experience June 2009 - April 2013
Job Real Estate Analyst at ISI
Industry Real Estate
Experience
ISI Group April 2013 - Present
UBS Investment Bank June 2009 - April 2013
Merrill Lynch January 2008 - March 2009
Merrill Lynch September 2006 - December 2007
Skills
Financial Modeling, Real Estate Finance, Real Estate Investment, Financial Analysis, Financial Accounting, Business Valuation, Investment Strategies, Capital Markets, Real Estate Economics, REIT, Leases
Education
Northeastern University 2001 — 2006
Bachelor of Science, Finance
ISI Group April 2013 - Present
UBS Investment Bank June 2009 - April 2013
Merrill Lynch January 2008 - March 2009
Merrill Lynch September 2006 - December 2007
Skills
Financial Modeling, Real Estate Finance, Real Estate Investment, Financial Analysis, Financial Accounting, Business Valuation, Investment Strategies, Capital Markets, Real Estate Economics, REIT, Leases
Education
Northeastern University 2001 — 2006
Bachelor of Science, Finance
Sieun Lee's UBS Investment Bank Experience May 2011 - August 2011
Job Student at Northwestern University
Industry
Experience
UBS Investment Bank May 2011 - August 2011
Booz & Company March 2011 - May 2011
Education
Northwestern University 2007 — 2013
UBS Investment Bank May 2011 - August 2011
Booz & Company March 2011 - May 2011
Education
Northwestern University 2007 — 2013
Andrew Hombach's UBS Investment Bank Experience July 2015 - Present
Job Credit Risk Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank July 2015 - Present
State Street January 2015 - May 2015
BCU June 2014 - August 2014
State Street Global Advisors January 2014 - June 2014
Baxter Credit Union July 2013 - August 2013
Wayfair January 2013 - June 2013
Baxter Credit Union May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Project Management, Leadership, Social Media Marketing, Banking, Credit, Retail Banking, Mortgage Lending, Core Banking, Process Improvement, Tableau, Database Administration, Business Intelligence, Value Investing, Fundamental Analysis, DCF Valuation, Microsoft SQL Server, Access, Visual Basic, Analysis
Education
Northeastern University 2011 — 2016
Bachelor's Degree, Economics, Minor Computer Science, 3.45
Libertyville High School 2007 — 2011
UBS Investment Bank July 2015 - Present
State Street January 2015 - May 2015
BCU June 2014 - August 2014
State Street Global Advisors January 2014 - June 2014
Baxter Credit Union July 2013 - August 2013
Wayfair January 2013 - June 2013
Baxter Credit Union May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Project Management, Leadership, Social Media Marketing, Banking, Credit, Retail Banking, Mortgage Lending, Core Banking, Process Improvement, Tableau, Database Administration, Business Intelligence, Value Investing, Fundamental Analysis, DCF Valuation, Microsoft SQL Server, Access, Visual Basic, Analysis
Education
Northeastern University 2011 — 2016
Bachelor's Degree, Economics, Minor Computer Science, 3.45
Libertyville High School 2007 — 2011