UBS Investment Bank
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UBS Investment Bank Employees
Employee
Years
Job
Industry
Arjuna Reddy Arjuna Reddy's UBS Investment Bank Experience September 2004 - February 2008
Job Senior Director at BucketFeet
Industry Retail
Experience
BucketFeet October 2014 - Present
ChiBor Angels, LLC June 2014 - Present
William Blair & Company July 2011 - April 2014
CompuBill, Inc. April 2008 - April 2011
UBS Investment Bank September 2004 - February 2008
Skills
Investment Banking, Financial Modeling, Financial Analysis, Mergers, Venture Capital, Finance, Valuation, Series 63, Private Equity, Start-ups, Entrepreneurship, Corporate Finance, Strategy, Business Strategy, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2008 — 2011
Master of Business Administration (M.B.A.), Entrepreneurship, Finance and Health Enterprise Management
University of Michigan 2000 — 2004
Bachelor of Arts (B.A.), Economics and Political Science
BucketFeet October 2014 - Present
ChiBor Angels, LLC June 2014 - Present
William Blair & Company July 2011 - April 2014
CompuBill, Inc. April 2008 - April 2011
UBS Investment Bank September 2004 - February 2008
Skills
Investment Banking, Financial Modeling, Financial Analysis, Mergers, Venture Capital, Finance, Valuation, Series 63, Private Equity, Start-ups, Entrepreneurship, Corporate Finance, Strategy, Business Strategy, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2008 — 2011
Master of Business Administration (M.B.A.), Entrepreneurship, Finance and Health Enterprise Management
University of Michigan 2000 — 2004
Bachelor of Arts (B.A.), Economics and Political Science
Jeff Hawkins's UBS Investment Bank Experience June 2008 - August 2008
Job Director at Hyundai Capital America
Industry Financial Services
Experience
Hyundai Capital America November 2013 - Present
Hyundai Capital America June 2011 - November 2013
IBM Global Business Services January 2010 - June 2011
UBS Investment Bank June 2008 - August 2008
Oracle 2002 - 2007
Oracle 1999 - 2002
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
Occidental College
BA, Economics
Hyundai Capital America November 2013 - Present
Hyundai Capital America June 2011 - November 2013
IBM Global Business Services January 2010 - June 2011
UBS Investment Bank June 2008 - August 2008
Oracle 2002 - 2007
Oracle 1999 - 2002
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
Occidental College
BA, Economics
Chris Delacuadra Chris Delacuadra's UBS Investment Bank Experience June 1999 - Present
Job Independent Distributor #7804195 for helping medical doctor's at 4life Research Golbal.
Industry Biotechnology
Experience
4Life Research March 2013 - Present
UBS Investment Bank June 1999 - Present
Skills
Study hard every day..., Biotechnology, Lifesciences, Molecular Biology, Cell Culture, Microsoft Office, Biochemistry, Microsoft Excel, Microbiology, Research, ELISA, Cell Biology, PowerPoint, Microsoft Word, Oncology, Bioinformatics, Data Analysis, DNA, Medical Devices
Education
Norwalk Community College 1995 — 2007
Bilingual and Multilingual Education, 100
US Marines Corp. 1998 — 2000
Diploma, Spacial Education - Informaction Technology - International Relations, 100
Stamford High School 1991 — 1995
Diploma:, Bilingual speak, Spanish & American's English, writer, Italian, French, Russia, Poland, German, Portugues, 100
4Life Research March 2013 - Present
UBS Investment Bank June 1999 - Present
Skills
Study hard every day..., Biotechnology, Lifesciences, Molecular Biology, Cell Culture, Microsoft Office, Biochemistry, Microsoft Excel, Microbiology, Research, ELISA, Cell Biology, PowerPoint, Microsoft Word, Oncology, Bioinformatics, Data Analysis, DNA, Medical Devices
Education
Norwalk Community College 1995 — 2007
Bilingual and Multilingual Education, 100
US Marines Corp. 1998 — 2000
Diploma, Spacial Education - Informaction Technology - International Relations, 100
Stamford High School 1991 — 1995
Diploma:, Bilingual speak, Spanish & American's English, writer, Italian, French, Russia, Poland, German, Portugues, 100
Robert H. Miller Robert H. Miller's UBS Investment Bank Experience August 2005 - February 2007
Job Accomplished Senior Leader – Retail. Mobile. Investment Banking. P&L / Business Owner. Strategy. Finance. M&A
Industry Retail
Experience
Minneapolis, MN February 2015 - Present
Best Buy June 2013 - February 2015
Best Buy February 2012 - June 2013
Best Buy November 2009 - February 2012
Best Buy February 2007 - November 2009
UBS Investment Bank August 2005 - February 2007
Dresdner Kleinwort Wasserstein March 1999 - July 2005
PaineWebber July 1996 - March 1999
Skills
Strategy, Corporate Finance, Forecasting, Mergers & Acquisitions, Retail, P&L Management, Investments, Sales, Investment Banking, Financial Modeling, Business Planning, Strategic Planning, Business Strategy, Cross-functional Team..., Financial Analysis, Corporate Development, Merchandising, Customer Experience, P&L, Income Statement, Competitive Analysis, New Business Development, Leadership, Secondary Market, Data Analysis, Management, Public Speaking, Reverse Logistics, Recycling, Strategic Negotiations, Contract Negotiation, Operations Management, Vendor Management, Vendor Contracts, Demand Planning, Customer Returns, Refurbishments, Multi-channel Retail, Financial Statements, P&L Analysis, Return on Investment..., Long Range Planning, Valuation Modeling, Operational Excellence, Retail Category..., Online Retail, Operational Planning, Store Operations, Strategic Vision, Presentation Skills
Education
Ohio Wesleyan University 1992 — 1996
Bachelor of Arts, Economics / Finance / Management / Accounting / Sociology, Summa Cum Laude
Minneapolis, MN February 2015 - Present
Best Buy June 2013 - February 2015
Best Buy February 2012 - June 2013
Best Buy November 2009 - February 2012
Best Buy February 2007 - November 2009
UBS Investment Bank August 2005 - February 2007
Dresdner Kleinwort Wasserstein March 1999 - July 2005
PaineWebber July 1996 - March 1999
Skills
Strategy, Corporate Finance, Forecasting, Mergers & Acquisitions, Retail, P&L Management, Investments, Sales, Investment Banking, Financial Modeling, Business Planning, Strategic Planning, Business Strategy, Cross-functional Team..., Financial Analysis, Corporate Development, Merchandising, Customer Experience, P&L, Income Statement, Competitive Analysis, New Business Development, Leadership, Secondary Market, Data Analysis, Management, Public Speaking, Reverse Logistics, Recycling, Strategic Negotiations, Contract Negotiation, Operations Management, Vendor Management, Vendor Contracts, Demand Planning, Customer Returns, Refurbishments, Multi-channel Retail, Financial Statements, P&L Analysis, Return on Investment..., Long Range Planning, Valuation Modeling, Operational Excellence, Retail Category..., Online Retail, Operational Planning, Store Operations, Strategic Vision, Presentation Skills
Education
Ohio Wesleyan University 1992 — 1996
Bachelor of Arts, Economics / Finance / Management / Accounting / Sociology, Summa Cum Laude
Paula Chungsathaporn's UBS Investment Bank Experience July 2009 - March 2011
Job Associate at Cerberus Capital Management
Industry Financial Services
Experience
Cerberus Capital Management September 2014 - Present
RBS Markets and International Banking December 2013 - September 2014
RBS Markets & International Banking March 2011 - December 2013
UBS Investment Bank July 2009 - March 2011
International Securities Exchange September 2008 - May 2009
Skills
Financial Modeling, Analysis, Investment Banking, Finance, Fixed Income
Education
Pace University 2005 — 2009
BBA, Finance
Ruamrudee International School
Cerberus Capital Management September 2014 - Present
RBS Markets and International Banking December 2013 - September 2014
RBS Markets & International Banking March 2011 - December 2013
UBS Investment Bank July 2009 - March 2011
International Securities Exchange September 2008 - May 2009
Skills
Financial Modeling, Analysis, Investment Banking, Finance, Fixed Income
Education
Pace University 2005 — 2009
BBA, Finance
Ruamrudee International School
Thomas Kane's UBS Investment Bank Experience August 2014 - August 2014
Job Analyst at Societe Generale Corporate and Investment Banking
Industry Financial Services
Experience
Societe Generale Corporate and Investment Banking - SGCIB June 2015 - Present
Societe Generale Corporate and Investment Banking - SG CIB June 2014 - Present
UBS Investment Bank August 2014 - August 2014
Lerner & Sipkin CPAs, LLP June 2013 - August 2013
Kasey's Kitchen and Cocktails; Kasey's Rooftop 32 June 2012 - August 2012
E&W Greystone Delicatessen June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Lacerte, ProSystem fx Engagement, Microsoft PowerPoint, Spanish, Interpersonal Skill, Finance, Accounting, Risk Management, Microsoft Office, Market Research, QuickBooks, Microsoft Visio, PowerPoint
Education
University of Richmond 2011 — 2015
Bachelor of Science (BS), Business Administration (BBA), Accounting and Finance
NYU School of Professional Studies
Investment Banking
Societe Generale Corporate and Investment Banking - SGCIB June 2015 - Present
Societe Generale Corporate and Investment Banking - SG CIB June 2014 - Present
UBS Investment Bank August 2014 - August 2014
Lerner & Sipkin CPAs, LLP June 2013 - August 2013
Kasey's Kitchen and Cocktails; Kasey's Rooftop 32 June 2012 - August 2012
E&W Greystone Delicatessen June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Lacerte, ProSystem fx Engagement, Microsoft PowerPoint, Spanish, Interpersonal Skill, Finance, Accounting, Risk Management, Microsoft Office, Market Research, QuickBooks, Microsoft Visio, PowerPoint
Education
University of Richmond 2011 — 2015
Bachelor of Science (BS), Business Administration (BBA), Accounting and Finance
NYU School of Professional Studies
Investment Banking
Charles McKee's UBS Investment Bank Experience June 2007 - January 2009
Job Owner at McKee & Greene LLC
Industry Financial Services
Experience
McKee & Greene LLC April 2013 - Present
RBS Global Banking & Markets February 2009 - October 2010
UBS Investment Bank June 2007 - January 2009
UBS Investment Bank June 2006 - August 2006
Skills
Entrepreneurship, Strategy, Marketing Strategy, Business Development, Start-ups, Marketing, New Business Development, Anti Money Laundering, Regulatory Compliance, Investment Banking, Financial Modeling, Bloomberg, Capital Markets, Equities, Fixed Income, Leadership, Sales, Email Marketing, Strategic Planning, Partnerships, Business Planning, Strategic Partnerships, Lead Generation, Management
Education
University of Miami - School of Business 2011 — 2012
MBA, Finance
Ohio Wesleyan University 2003 — 2007
BA
McKee & Greene LLC April 2013 - Present
RBS Global Banking & Markets February 2009 - October 2010
UBS Investment Bank June 2007 - January 2009
UBS Investment Bank June 2006 - August 2006
Skills
Entrepreneurship, Strategy, Marketing Strategy, Business Development, Start-ups, Marketing, New Business Development, Anti Money Laundering, Regulatory Compliance, Investment Banking, Financial Modeling, Bloomberg, Capital Markets, Equities, Fixed Income, Leadership, Sales, Email Marketing, Strategic Planning, Partnerships, Business Planning, Strategic Partnerships, Lead Generation, Management
Education
University of Miami - School of Business 2011 — 2012
MBA, Finance
Ohio Wesleyan University 2003 — 2007
BA
Bethany Martin's UBS Investment Bank Experience February 2006 - August 2007
Job Purchasing Agent at J.Crew
Industry Construction
Experience
J.Crew April 2013 - Present
Gap Inc. December 2010 - March 2013
Gap Inc. June 2009 - January 2011
Gap Inc. September 2007 - June 2009
UBS Investment Bank February 2006 - August 2007
Skills
Troubleshooting, Retail, Customer Service, Outlook, Microsoft Excel, PowerPoint, Budgets, Microsoft Office, Team Building, Microsoft Word, Project Management, Editing
Education
Pace University 2004 — 2005
M.S., Publishing
Syracuse University 1998 — 2002
BA, English & Textual Studies and Television, Radio, and Film
J.Crew April 2013 - Present
Gap Inc. December 2010 - March 2013
Gap Inc. June 2009 - January 2011
Gap Inc. September 2007 - June 2009
UBS Investment Bank February 2006 - August 2007
Skills
Troubleshooting, Retail, Customer Service, Outlook, Microsoft Excel, PowerPoint, Budgets, Microsoft Office, Team Building, Microsoft Word, Project Management, Editing
Education
Pace University 2004 — 2005
M.S., Publishing
Syracuse University 1998 — 2002
BA, English & Textual Studies and Television, Radio, and Film
Fletcher Sturm Fletcher Sturm's UBS Investment Bank Experience January 2002 - May 2008
Job Principal/Investment Manager at Cogent Energy Investment Management, LLC
Industry Oil & Energy
Experience
Cogent Energy Investment Management, LLC June 2012 - Present
Barclays Capital July 2011 - May 2012
Diamondback Capital May 2008 - June 2010
UBS Investment Bank January 2002 - May 2008
Enron May 1993 - January 2002
Skills
Commodity Markets, Trading, Commodity, Hedging, Derivatives, Options, Natural Gas, Proprietary Trading, Risk Management, Energy Markets, Asset Managment, Energy, Asset Management, Hedge Funds, Investments, Portfolio Management
Education
Penn State University 1988 — 1990
BS, Economics
Ohio University 1986 — 1988
Communications
Cogent Energy Investment Management, LLC June 2012 - Present
Barclays Capital July 2011 - May 2012
Diamondback Capital May 2008 - June 2010
UBS Investment Bank January 2002 - May 2008
Enron May 1993 - January 2002
Skills
Commodity Markets, Trading, Commodity, Hedging, Derivatives, Options, Natural Gas, Proprietary Trading, Risk Management, Energy Markets, Asset Managment, Energy, Asset Management, Hedge Funds, Investments, Portfolio Management
Education
Penn State University 1988 — 1990
BS, Economics
Ohio University 1986 — 1988
Communications
Jasmin Brion McCann Jasmin Brion McCann's UBS Investment Bank Experience December 2010 - November 2013
Job Regulatory Financial Reporting at GE Capital
Industry Investment Banking
Experience
GE Capital November 2013 - Present
UBS Investment Bank December 2010 - November 2013
RBS Markets & International Banking August 2009 - December 2010
Morgan Stanley July 2006 - May 2009
JPMorgan August 2000 - June 2006
Salomon Smith Barney April 1999 - August 2000
Skills
Business Analysis, Operational Risk..., Equity Derivatives, Structured Finance, Management, Mutual Funds, Fixed Income, Bloomberg, Capital Markets, Derivatives, Finance, Investment Banking, Middle Office, Trading, Corporate Finance, Financial Analysis, Valuation
Education
Pace University 2003 — 2006
Master of Business Administration (MBA), Finance, General
University of Guam 1994 — 1997
BBA, Accounting
GE Capital November 2013 - Present
UBS Investment Bank December 2010 - November 2013
RBS Markets & International Banking August 2009 - December 2010
Morgan Stanley July 2006 - May 2009
JPMorgan August 2000 - June 2006
Salomon Smith Barney April 1999 - August 2000
Skills
Business Analysis, Operational Risk..., Equity Derivatives, Structured Finance, Management, Mutual Funds, Fixed Income, Bloomberg, Capital Markets, Derivatives, Finance, Investment Banking, Middle Office, Trading, Corporate Finance, Financial Analysis, Valuation
Education
Pace University 2003 — 2006
Master of Business Administration (MBA), Finance, General
University of Guam 1994 — 1997
BBA, Accounting
Yahui Zhu Yahui Zhu's UBS Investment Bank Experience 2011 - 2013
Job Associate, McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company September 2014 - Present
UBS Investment Bank 2011 - 2013
L.E.K. Consulting 2009 - 2010
HSBC June 2008 - August 2008
Skills
Bloomberg, Investment Banking, Financial Modeling, Equity Research, Emerging Markets, Valuation, Capital Markets, Corporate Finance, Equities, LBO, Investments, Financial Analysis, Due Diligence, Mergers & Acquisitions, Management Consulting, Strategy, Economics, Finance, Competitive Analysis, Service Operation
Education
Kellogg School of Management 2013 — 2014
Master of Business Administration (MBA)
Peking University 2005 — 2009
BA, Finance
The Chinese University of Hong Kong 2006 — 2006
Exchange program, Finance
McKinsey & Company September 2014 - Present
UBS Investment Bank 2011 - 2013
L.E.K. Consulting 2009 - 2010
HSBC June 2008 - August 2008
Skills
Bloomberg, Investment Banking, Financial Modeling, Equity Research, Emerging Markets, Valuation, Capital Markets, Corporate Finance, Equities, LBO, Investments, Financial Analysis, Due Diligence, Mergers & Acquisitions, Management Consulting, Strategy, Economics, Finance, Competitive Analysis, Service Operation
Education
Kellogg School of Management 2013 — 2014
Master of Business Administration (MBA)
Peking University 2005 — 2009
BA, Finance
The Chinese University of Hong Kong 2006 — 2006
Exchange program, Finance
Nikole Burnes's UBS Investment Bank Experience 2004 - 2005
Job Office of the Mayor
Industry Financial Services
Experience
Margaret E. Morton Government Center July 2012 - Present
Margaret E. Morton Government Center December 2009 - June 2012
P.F. Chang's China Bistro October 2007 - July 2011
W.R. Hambrecht October 2006 - October 2007
UBS Investment Bank 2004 - 2005
Skills
Event Management, Event Planning, Community Outreach, Social Media, Public Speaking, Customer Service, Festivals, Budgets, Outlook, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Fundraising, Nonprofits, Strategic Planning
Education
Western Connecticut State University 2001 — 2002
Stamford High School 1997 — 2001
Diploma
Norwalk Community College
Accounting
Margaret E. Morton Government Center July 2012 - Present
Margaret E. Morton Government Center December 2009 - June 2012
P.F. Chang's China Bistro October 2007 - July 2011
W.R. Hambrecht October 2006 - October 2007
UBS Investment Bank 2004 - 2005
Skills
Event Management, Event Planning, Community Outreach, Social Media, Public Speaking, Customer Service, Festivals, Budgets, Outlook, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Fundraising, Nonprofits, Strategic Planning
Education
Western Connecticut State University 2001 — 2002
Stamford High School 1997 — 2001
Diploma
Norwalk Community College
Accounting
Edward Wishik Edward Wishik's UBS Investment Bank Experience July 2006 - February 2012
Job Senior IT Project Manager at Deutsche Bank
Industry Financial Services
Experience
BNP Paribas November 2014 - May 2015
Geller & Company April 2014 - August 2014
CIT July 2012 - February 2014
UBS Investment Bank July 2006 - February 2012
Credit Suisse First Boston 2000 - 2005
Merrill Lynch 1995 - 2000
Skills
Prime Brokerage, Hedge Funds, Securities Lending, Product Control, Equities, Business Planning, Essbase, Management, Middle Office, Credit Derivatives, Fixed Income, Business Process..., Client Profitability..., Management Reporting, Project Management, Budget Process, SAP Analyzer, Change Management, Consolidation, Corporate Finance, Risk Management
Education
Pace University-Pleasantville/Briarcliff Campus 1989 — 1992
BBA, Public Accounting
Pace University 1988 — 1992
BBA, Public Accounting
BNP Paribas November 2014 - May 2015
Geller & Company April 2014 - August 2014
CIT July 2012 - February 2014
UBS Investment Bank July 2006 - February 2012
Credit Suisse First Boston 2000 - 2005
Merrill Lynch 1995 - 2000
Skills
Prime Brokerage, Hedge Funds, Securities Lending, Product Control, Equities, Business Planning, Essbase, Management, Middle Office, Credit Derivatives, Fixed Income, Business Process..., Client Profitability..., Management Reporting, Project Management, Budget Process, SAP Analyzer, Change Management, Consolidation, Corporate Finance, Risk Management
Education
Pace University-Pleasantville/Briarcliff Campus 1989 — 1992
BBA, Public Accounting
Pace University 1988 — 1992
BBA, Public Accounting
Joey Stern Joey Stern's UBS Investment Bank Experience February 2010 - July 2010
Job Digital Marketing Producer at Bonnier Corporation
Industry Online Media
Experience
Bonnier Corporation March 2014 - Present
Springer Publishing Company October 2012 - March 2014
GenomeWeb LLC July 2010 - October 2012
UBS Investment Bank February 2010 - July 2010
IAC August 2008 - June 2009
UBS Investment Bank June 2006 - June 2008
Skills
Digital Media, Email Marketing, Digital Marketing, Analytics, Social Media, Advertising, Social Networking, Marketing, Content Management, Publishing, Social Media Marketing, Product Management, New Media, Management, User Experience, Online Advertising, Google Analytics, Content Strategy, Project Management, Microsoft Excel, Web Analytics, Blogging, Online Marketing, Access, WordPress, Market Research, Data Analysis, Newsletters, Website Development, DART for Publishers, Open Ad Stream, Google Webmaster Tools, Drupal, Tumblr, phpMyAdmin, HTML, CMS, Digital Strategy, PHP, SEM, Content Development, Copywriting, SEO, Google Adwords, Confluence, Salesforce.com
Education
Pace University 2003 — 2007
BBA, Finance, 3.7
Bonnier Corporation March 2014 - Present
Springer Publishing Company October 2012 - March 2014
GenomeWeb LLC July 2010 - October 2012
UBS Investment Bank February 2010 - July 2010
IAC August 2008 - June 2009
UBS Investment Bank June 2006 - June 2008
Skills
Digital Media, Email Marketing, Digital Marketing, Analytics, Social Media, Advertising, Social Networking, Marketing, Content Management, Publishing, Social Media Marketing, Product Management, New Media, Management, User Experience, Online Advertising, Google Analytics, Content Strategy, Project Management, Microsoft Excel, Web Analytics, Blogging, Online Marketing, Access, WordPress, Market Research, Data Analysis, Newsletters, Website Development, DART for Publishers, Open Ad Stream, Google Webmaster Tools, Drupal, Tumblr, phpMyAdmin, HTML, CMS, Digital Strategy, PHP, SEM, Content Development, Copywriting, SEO, Google Adwords, Confluence, Salesforce.com
Education
Pace University 2003 — 2007
BBA, Finance, 3.7
Peter C Impellizeri Peter C Impellizeri's UBS Investment Bank Experience 1998 - 2006
Job Futures Operations at Bridgewater Associates
Industry Investment Banking
Experience
Bridgewater Associates December 2013 - Present
BNP Paribas Securities Corp April 2011 - September 2011
Citi Group November 2010 - April 2011
BMO Capital Markets November 2009 - January 2011
Private Client Resources, LLC August 2009 - September 2009
UBS Investment Bank 1998 - 2006
Deutsche Bank February 1993 - November 1998
Drexel Burnham Lambert 1979 - 1981
Drexel Burnham Lambert 1979 - 1981
Education
Oklahoma State University 1976 — 1978
BS, Veterinary Medicine
Bridgewater Associates December 2013 - Present
BNP Paribas Securities Corp April 2011 - September 2011
Citi Group November 2010 - April 2011
BMO Capital Markets November 2009 - January 2011
Private Client Resources, LLC August 2009 - September 2009
UBS Investment Bank 1998 - 2006
Deutsche Bank February 1993 - November 1998
Drexel Burnham Lambert 1979 - 1981
Drexel Burnham Lambert 1979 - 1981
Education
Oklahoma State University 1976 — 1978
BS, Veterinary Medicine
Goutam Wajapeyi's UBS Investment Bank Experience August 2006 - December 2009
Job Senior Consultant Capital Markets at Wipro
Industry Information Technology and Services
Experience
Wipro November 2013 - Present
Wipro Technologies November 2010 - November 2013
Cognizant Technology Solutions - UBS India Service Centre January 2010 - October 2010
UBS Investment Bank August 2006 - December 2009
BA Continuum Solution Pvt. Ltd (Bank of America) May 2005 - July 2006
Skills
Operations Management,..., Process Consulting ,..., Requirements Gathering..., Business Analysis, Securities Lending, Capital Markets, Investment Banking, Reference Data, Derivatives, Fixed Income, Risk Management, Requirements Gathering, Securities, SDLC, Requirements Analysis, Financial Services, FX Options, User Acceptance Testing, Equities, Banking, Back Office, Settlement, SWIFT payments, Bloomberg, Business Requirements, Trading Systems, Team Management, Vendor Management
Education
Breyer State University 2003 — 2005
MBA, Finance
Osmania University 2000 — 2003
B.Com, Cost and Management Accounting
Wipro November 2013 - Present
Wipro Technologies November 2010 - November 2013
Cognizant Technology Solutions - UBS India Service Centre January 2010 - October 2010
UBS Investment Bank August 2006 - December 2009
BA Continuum Solution Pvt. Ltd (Bank of America) May 2005 - July 2006
Skills
Operations Management,..., Process Consulting ,..., Requirements Gathering..., Business Analysis, Securities Lending, Capital Markets, Investment Banking, Reference Data, Derivatives, Fixed Income, Risk Management, Requirements Gathering, Securities, SDLC, Requirements Analysis, Financial Services, FX Options, User Acceptance Testing, Equities, Banking, Back Office, Settlement, SWIFT payments, Bloomberg, Business Requirements, Trading Systems, Team Management, Vendor Management
Education
Breyer State University 2003 — 2005
MBA, Finance
Osmania University 2000 — 2003
B.Com, Cost and Management Accounting
Jennifer LiBroia Lavender Jennifer LiBroia Lavender's UBS Investment Bank Experience October 2006 - August 2011
Job Executive Assistant to Partner at Centerview Partners
Industry Banking
Experience
Centerview Partners August 2011 - Present
UBS Investment Bank October 2006 - August 2011
ABN Amro - Global Futures December 2003 - October 2006
Interwoven April 2002 - November 2003
Siga Technologies, Inc. June 2000 - April 2002
Baumeister and Samuels, LLC April 1997 - June 2000
Sterling Hotels & Resorts, Inc. 1994 - 1995
Skills
Investment Banking, Management, Banking, Outlook, Equities, Lotus Notes, PowerPoint, Microsoft Excel, Project Management, Capital Markets, Financial Analysis, Private Equity, Financial Modeling, Hedge Funds, Fixed Income, Bloomberg, Sales, Investments
Education
Pace University 1989 — 1993
BBA, Marketing
Centerview Partners August 2011 - Present
UBS Investment Bank October 2006 - August 2011
ABN Amro - Global Futures December 2003 - October 2006
Interwoven April 2002 - November 2003
Siga Technologies, Inc. June 2000 - April 2002
Baumeister and Samuels, LLC April 1997 - June 2000
Sterling Hotels & Resorts, Inc. 1994 - 1995
Skills
Investment Banking, Management, Banking, Outlook, Equities, Lotus Notes, PowerPoint, Microsoft Excel, Project Management, Capital Markets, Financial Analysis, Private Equity, Financial Modeling, Hedge Funds, Fixed Income, Bloomberg, Sales, Investments
Education
Pace University 1989 — 1993
BBA, Marketing
Billy Whala, CSM, CSP, SPC Billy Whala, CSM, CSP, SPC's UBS Investment Bank Experience June 2007 - January 2009
Job Agile Coach at Sherwin Williams
Industry Insurance
Experience
Sherwin Williams July 2015 - Present
HIMEX/Evogi February 2014 - Present
Chrysalis Education Services January 2012 - Present
SkyTouch Technology March 2013 - February 2014
American Express June 2012 - March 2013
Charles Schwab January 2011 - June 2012
Fidelity Investments January 2009 - January 2011
UBS Investment Bank June 2007 - January 2009
E*TRADE Financial February 2005 - May 2007
Deloitte Consulting April 2003 - January 2005
Skills
Agile, SDLC, Business Requirements, Waterfall, Requirements Gathering, Gap Analysis, Business Analysis, User Acceptance Testing, Functional..., Visio, RUP, Requirements Analysis, MS Project, Software Project..., RAD, Business Process, Systems Analysis, Data Warehousing, Agile Project Management, Stakeholder Management, Business Objects, Software Implementation, Rational Rose, Certified Scrum Master..., ClearQuest, Market Data, Risk Mitigation, Project Planning, Back Office, Risk Management, Data Modeling, Metrics, Quality Assurance, Trading Systems, Data Migration, Quality Center, Business Process..., Application Design, Release Management, Business Process Design, Vendor Management, Process Improvement, Financial Systems, Order Management, Program Management, Portfolio Management, Project Portfolio..., Agile Methodologies, PMP, PMO
Education
Oklahoma City University 2000 — 2002
MBA, Finance
The Maharaja Sayajirao University of Baroda
Sherwin Williams July 2015 - Present
HIMEX/Evogi February 2014 - Present
Chrysalis Education Services January 2012 - Present
SkyTouch Technology March 2013 - February 2014
American Express June 2012 - March 2013
Charles Schwab January 2011 - June 2012
Fidelity Investments January 2009 - January 2011
UBS Investment Bank June 2007 - January 2009
E*TRADE Financial February 2005 - May 2007
Deloitte Consulting April 2003 - January 2005
Skills
Agile, SDLC, Business Requirements, Waterfall, Requirements Gathering, Gap Analysis, Business Analysis, User Acceptance Testing, Functional..., Visio, RUP, Requirements Analysis, MS Project, Software Project..., RAD, Business Process, Systems Analysis, Data Warehousing, Agile Project Management, Stakeholder Management, Business Objects, Software Implementation, Rational Rose, Certified Scrum Master..., ClearQuest, Market Data, Risk Mitigation, Project Planning, Back Office, Risk Management, Data Modeling, Metrics, Quality Assurance, Trading Systems, Data Migration, Quality Center, Business Process..., Application Design, Release Management, Business Process Design, Vendor Management, Process Improvement, Financial Systems, Order Management, Program Management, Portfolio Management, Project Portfolio..., Agile Methodologies, PMP, PMO
Education
Oklahoma City University 2000 — 2002
MBA, Finance
The Maharaja Sayajirao University of Baroda
Avinash Chidare Avinash Chidare's UBS Investment Bank Experience 2001 - 2003
Job Vice President at Barclays
Industry Financial Services
Experience
Barclays July 2007 - Present
Credit Suisse September 2004 - July 2007
Citigroup 2003 - 2004
UBS Investment Bank 2001 - 2003
Cambridge Systems, Inc. 2000 - 2001
Skills
Sybase, SDLC, Investment Banking, Equities, Capital Markets, Business Analysis, Data Warehousing, Software Project..., Informatica, SQL, Fixed Income, Banking, Unix, PL/SQL, Oracle, ETL, Enterprise Architecture, Actimize, Databases, Business Intelligence, Microsoft SQL Server, Perl, SSRS, Shell Scripting, Data Migration, Performance Tuning, Unix Shell Scripting, Offshoring, Project Delivery, T-SQL
Education
Osmania University 1993 — 1996
Bachelor of Science (B.Sc.), Microbiology, General
Sri Aurobindo Degree College 1993 — 1996
Bachelor of Science (B.Sc.), Microbiology, General
Barclays July 2007 - Present
Credit Suisse September 2004 - July 2007
Citigroup 2003 - 2004
UBS Investment Bank 2001 - 2003
Cambridge Systems, Inc. 2000 - 2001
Skills
Sybase, SDLC, Investment Banking, Equities, Capital Markets, Business Analysis, Data Warehousing, Software Project..., Informatica, SQL, Fixed Income, Banking, Unix, PL/SQL, Oracle, ETL, Enterprise Architecture, Actimize, Databases, Business Intelligence, Microsoft SQL Server, Perl, SSRS, Shell Scripting, Data Migration, Performance Tuning, Unix Shell Scripting, Offshoring, Project Delivery, T-SQL
Education
Osmania University 1993 — 1996
Bachelor of Science (B.Sc.), Microbiology, General
Sri Aurobindo Degree College 1993 — 1996
Bachelor of Science (B.Sc.), Microbiology, General
Judd Clarke Judd Clarke's UBS Investment Bank Experience July 2009 - November 2011
Job IT Infrastructure Engineer at Q88 LLC
Industry Maritime
Experience
Q88 LLC October 2014 - Present
Nationwide Insurance June 2014 - September 2014
Transamerica Retirement Solutions April 2012 - June 2014
SIX Financial Information January 2012 - March 2012
Raymond James Financial Inc. November 2011 - December 2011
UBS Investment Bank July 2009 - November 2011
SAP October 2008 - July 2009
UBS Investment Bank November 1997 - September 2008
Perot Systems Government Services 1997 - 2006
Skills
SCCM, SharePoint, IIS, Windows 7, VMware, Management, IT Management, Networking, Infrastructure, ITIL, Servers, Disaster Recovery, Data Center, Virtualization, Analysis, XP, Information Technology, IT Operations, IT Service Management, Active Directory, Enterprise Architecture, Microsoft Exchange, Microsoft SQL Server, System Deployment, Security, Citrix, VMware ESX, Project Planning, VBScript, Microsoft Technologies, Windows Server, Vendor Management, Technical Support
Education
Norwalk Community College 2008 — 2010
Associates, Engineering/General
Q88 LLC October 2014 - Present
Nationwide Insurance June 2014 - September 2014
Transamerica Retirement Solutions April 2012 - June 2014
SIX Financial Information January 2012 - March 2012
Raymond James Financial Inc. November 2011 - December 2011
UBS Investment Bank July 2009 - November 2011
SAP October 2008 - July 2009
UBS Investment Bank November 1997 - September 2008
Perot Systems Government Services 1997 - 2006
Skills
SCCM, SharePoint, IIS, Windows 7, VMware, Management, IT Management, Networking, Infrastructure, ITIL, Servers, Disaster Recovery, Data Center, Virtualization, Analysis, XP, Information Technology, IT Operations, IT Service Management, Active Directory, Enterprise Architecture, Microsoft Exchange, Microsoft SQL Server, System Deployment, Security, Citrix, VMware ESX, Project Planning, VBScript, Microsoft Technologies, Windows Server, Vendor Management, Technical Support
Education
Norwalk Community College 2008 — 2010
Associates, Engineering/General
Rob Mellema Rob Mellema's UBS Investment Bank Experience July 2002 - September 2004
Job
Industry Investment Management
Experience
CPP Investment Board August 2008 - Present
The Boston Consulting Group June 2007 - August 2007
UBS Securities Canada Inc. September 2004 - July 2006
UBS Investment Bank July 2002 - September 2004
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
Queen's University 1998 — 2002
Bachelor of Commerce (BCom)
Norges Handelshøyskole (NHH) 2000 — 2001
CPP Investment Board August 2008 - Present
The Boston Consulting Group June 2007 - August 2007
UBS Securities Canada Inc. September 2004 - July 2006
UBS Investment Bank July 2002 - September 2004
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
Queen's University 1998 — 2002
Bachelor of Commerce (BCom)
Norges Handelshøyskole (NHH) 2000 — 2001
Cathy La Furge, CAMS's UBS Investment Bank Experience May 2006 - February 2007
Job KYC and AML Transaction Monitoring Investigator
Industry Financial Services
Experience
Lloyds Banking Group January 2013 - March 2013
JPMorgan Chase December 2011 - December 2012
HSBC June 2011 - December 2011
Nordea Bank March 2010 - June 2011
Bank of NY Mellon February 2009 - February 2010
Washington Mutual Bank (WaMu) July 2008 - December 2008
Bank of Tokyo-Mitsubishi-Business Line Compliance Officer for Investment Banking Division of the Ame April 2007 - July 2008
UBS Investment Bank May 2006 - February 2007
Westdeutsche Landesbank AG ( West LB) April 2005 - May 2006
Response Companies 2002 - 2005
Skills
Financial Risk, Banking, Due Diligence, Securities, AML, Hedge Funds, Investment Banking, KYC, OFAC, Structured Finance, Finance, USA PATRIOT Act, Bloomberg, Trading, Operational Risk..., Bank Secrecy Act, Anti Money Laundering, Fraud, Investigation, Policy, Suspicious Activity..., Commodity, Prime Brokerage, Management, Financial Services, Capital Markets, Derivatives, Risk Management, Operational Risk, Middle Office, Transaction Processing, Fixed Income, Enterprise Risk..., Equities, Settlement, Financial Regulation, Financial Institutions, FINRA, Back Office, Private Banking, Credit Risk, FX Options, Financial Markets, Options
Education
Pace University
Lloyds Banking Group January 2013 - March 2013
JPMorgan Chase December 2011 - December 2012
HSBC June 2011 - December 2011
Nordea Bank March 2010 - June 2011
Bank of NY Mellon February 2009 - February 2010
Washington Mutual Bank (WaMu) July 2008 - December 2008
Bank of Tokyo-Mitsubishi-Business Line Compliance Officer for Investment Banking Division of the Ame April 2007 - July 2008
UBS Investment Bank May 2006 - February 2007
Westdeutsche Landesbank AG ( West LB) April 2005 - May 2006
Response Companies 2002 - 2005
Skills
Financial Risk, Banking, Due Diligence, Securities, AML, Hedge Funds, Investment Banking, KYC, OFAC, Structured Finance, Finance, USA PATRIOT Act, Bloomberg, Trading, Operational Risk..., Bank Secrecy Act, Anti Money Laundering, Fraud, Investigation, Policy, Suspicious Activity..., Commodity, Prime Brokerage, Management, Financial Services, Capital Markets, Derivatives, Risk Management, Operational Risk, Middle Office, Transaction Processing, Fixed Income, Enterprise Risk..., Equities, Settlement, Financial Regulation, Financial Institutions, FINRA, Back Office, Private Banking, Credit Risk, FX Options, Financial Markets, Options
Education
Pace University
Akhil Malhotra Akhil Malhotra's UBS Investment Bank Experience June 2014 - Present
Job Associate, US P&L & ARisk at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank June 2014 - Present
UBS June 2011 - June 2014
Credit Suisse February 2011 - June 2011
Deutsche Bank May 2009 - September 2010
Deutsche Bank January 2007 - May 2009
Credit Suisse August 2006 - January 2007
Marshall, Tucker & Associates,LLC June 2006 - August 2006
Monitor110 May 2006 - August 2006
Pace University January 2005 - May 2006
Pace University August 2004 - December 2004
Skills
ETFs, Derivatives, FX, Commodities, Equities, FX Options, Bloomberg, Commodity, Financial Risk, Fixed Income, Hedge Funds, Financial Services, Trading, Financial Modeling, Valuation, Portfolio Management, Options, Equity Derivatives, Market Risk, Bonds, Emerging Markets, Structured Products
Education
Pace University 2004 — 2006
M.B.A, Investment Management
Thapar Institute of Engineering and Technology 1999 — 2003
B.E, Mechanical
UBS Investment Bank June 2014 - Present
UBS June 2011 - June 2014
Credit Suisse February 2011 - June 2011
Deutsche Bank May 2009 - September 2010
Deutsche Bank January 2007 - May 2009
Credit Suisse August 2006 - January 2007
Marshall, Tucker & Associates,LLC June 2006 - August 2006
Monitor110 May 2006 - August 2006
Pace University January 2005 - May 2006
Pace University August 2004 - December 2004
Skills
ETFs, Derivatives, FX, Commodities, Equities, FX Options, Bloomberg, Commodity, Financial Risk, Fixed Income, Hedge Funds, Financial Services, Trading, Financial Modeling, Valuation, Portfolio Management, Options, Equity Derivatives, Market Risk, Bonds, Emerging Markets, Structured Products
Education
Pace University 2004 — 2006
M.B.A, Investment Management
Thapar Institute of Engineering and Technology 1999 — 2003
B.E, Mechanical
Mollie Fitzsimmons Mollie Fitzsimmons's UBS Investment Bank Experience May 2015 - Present
Job Associate Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank May 2015 - Present
International Securities Exchange 2003 - April 2015
Skills
Trading Systems, Electronic Trading, SDLC, Derivatives, Equities, Financial Markets, Business Analysis, Options
Education
Ohio University
UBS Investment Bank May 2015 - Present
International Securities Exchange 2003 - April 2015
Skills
Trading Systems, Electronic Trading, SDLC, Derivatives, Equities, Financial Markets, Business Analysis, Options
Education
Ohio University
Stephen Arata Stephen Arata's UBS Investment Bank Experience September 1996 - June 2005
Job EVP & CFO at Caiman Energy II, LLC
Industry
Experience
Caiman Energy II, LLC April 2015 - Present
Caiman Energy II, LLC October 2010 - April 2015
Regency Energy Partners LP 2005 - 2010
UBS Investment Bank September 1996 - June 2005
Deloitte Consulting June 1992 - September 1996
CS First Boston July 1988 - July 1991
Skills
Due Diligence, Energy, Energy Industry, Finance, Corporate Finance, Financial Reporting, Mergers, Contract Negotiation, Divestitures, M&A experience, Financial Modeling, Sarbanes-Oxley Act, Financial Analysis, Acquisitions, Private Equity, Accounting, SEC filings, Strategic Planning, Cash Management, Gas, Internal Controls, Natural Gas, Mergers & Acquisitions, Risk Management, Forecasting, Sarbanes-Oxley, Process Improvement, Budgets, Acquisition Integration, IPO, Investor Relations
Education
Northwestern University - Kellogg School of Management 1991 — 1992
MM, Business
Southern Methodist University 1984 — 1988
BA & BBA, English & Business
Caiman Energy II, LLC April 2015 - Present
Caiman Energy II, LLC October 2010 - April 2015
Regency Energy Partners LP 2005 - 2010
UBS Investment Bank September 1996 - June 2005
Deloitte Consulting June 1992 - September 1996
CS First Boston July 1988 - July 1991
Skills
Due Diligence, Energy, Energy Industry, Finance, Corporate Finance, Financial Reporting, Mergers, Contract Negotiation, Divestitures, M&A experience, Financial Modeling, Sarbanes-Oxley Act, Financial Analysis, Acquisitions, Private Equity, Accounting, SEC filings, Strategic Planning, Cash Management, Gas, Internal Controls, Natural Gas, Mergers & Acquisitions, Risk Management, Forecasting, Sarbanes-Oxley, Process Improvement, Budgets, Acquisition Integration, IPO, Investor Relations
Education
Northwestern University - Kellogg School of Management 1991 — 1992
MM, Business
Southern Methodist University 1984 — 1988
BA & BBA, English & Business
Dmitriy Semenov Dmitriy Semenov's UBS Investment Bank Experience 2009 - January 2013
Job SOA engineer at Luxoft
Industry Program Development
Experience
Luxoft UBS Wealth Management America ODC January 2013 - Present
Luxoft, UBS Investmen Bank ODC 2009 - January 2013
UBS Investment Bank 2009 - January 2013
Exigen Services StarSoft December 2007 - December 2009
Exigen (Exigen Group, Exigen Services) 2007 - 2009
Palma Group S.A. July 2006 - December 2007
Palma Group S.A. July 2003 - July 2006
Skills
Java, J2SE, JUnit, Eclipse, GWT, TDD, BDD, Cucumber, Groovy, Grails, Spring, Spring Batch, Hibernate, Maven, Apache Ivy, JIRA, Fisheye, Github, Agile Methodologies, Scrum, SWT, Gin, Apache Velocity, Test Driven Development, Continuous Integration, JavaSE, Multithreading, Subversion
Education
Odessa State Polytechnic University 2000 — 2001
master of science, Computer science
Odessa Standardization Metrology and Certification collage 1995 — 2000
bachelor
Luxoft UBS Wealth Management America ODC January 2013 - Present
Luxoft, UBS Investmen Bank ODC 2009 - January 2013
UBS Investment Bank 2009 - January 2013
Exigen Services StarSoft December 2007 - December 2009
Exigen (Exigen Group, Exigen Services) 2007 - 2009
Palma Group S.A. July 2006 - December 2007
Palma Group S.A. July 2003 - July 2006
Skills
Java, J2SE, JUnit, Eclipse, GWT, TDD, BDD, Cucumber, Groovy, Grails, Spring, Spring Batch, Hibernate, Maven, Apache Ivy, JIRA, Fisheye, Github, Agile Methodologies, Scrum, SWT, Gin, Apache Velocity, Test Driven Development, Continuous Integration, JavaSE, Multithreading, Subversion
Education
Odessa State Polytechnic University 2000 — 2001
master of science, Computer science
Odessa Standardization Metrology and Certification collage 1995 — 2000
bachelor
Frank Mahoney Frank Mahoney's UBS Investment Bank Experience February 1997 - May 2003
Job Managing Member at Liberty Capital Advisors LLC
Industry Financial Services
Experience
EB5 Regional Center of America LLC February 2014 - Present
Liberty Capital Advisors LLC July 2012 - Present
CKS Securities LLC April 2011 - October 2014
Rockwood Real Estate Advisors November 2011 - December 2012
FM Advisors January 2010 - March 2011
Destiny USA 2008 - 2009
Lehman Brothers May 2003 - May 2008
UBS Investment Bank February 1997 - May 2003
Empire State Development February 1995 - February 1997
Governor Pataki Transition Team November 1994 - February 1995
Skills
Private Equity, Mergers & Acquisitions, Equities, Investment Banking, Corporate Finance, Derivatives, Investments, Financial Advisory, Loans, Securities, Project Finance, Leadership, Finance, Management, Financial Services, Public/private..., Corporate Development, Venture Capital, Capital Markets, Due Diligence, Financial Structuring, Capital, Private Placements, Series 63, Valuation, Emerging Markets, Asset Management, Alternative Investments, LBO, Structured Finance
Education
Pace University - Lubin School of Business 1985 — 1990
MBA, Marketing
Pace University School of Law 1985 — 1988
JD (cum laude)
SUNY Albany 1977 — 1981
BA, History
EB5 Regional Center of America LLC February 2014 - Present
Liberty Capital Advisors LLC July 2012 - Present
CKS Securities LLC April 2011 - October 2014
Rockwood Real Estate Advisors November 2011 - December 2012
FM Advisors January 2010 - March 2011
Destiny USA 2008 - 2009
Lehman Brothers May 2003 - May 2008
UBS Investment Bank February 1997 - May 2003
Empire State Development February 1995 - February 1997
Governor Pataki Transition Team November 1994 - February 1995
Skills
Private Equity, Mergers & Acquisitions, Equities, Investment Banking, Corporate Finance, Derivatives, Investments, Financial Advisory, Loans, Securities, Project Finance, Leadership, Finance, Management, Financial Services, Public/private..., Corporate Development, Venture Capital, Capital Markets, Due Diligence, Financial Structuring, Capital, Private Placements, Series 63, Valuation, Emerging Markets, Asset Management, Alternative Investments, LBO, Structured Finance
Education
Pace University - Lubin School of Business 1985 — 1990
MBA, Marketing
Pace University School of Law 1985 — 1988
JD (cum laude)
SUNY Albany 1977 — 1981
BA, History
Carol Mortarotti Mason Carol Mortarotti Mason's UBS Investment Bank Experience November 1996 - June 2007
Job Creator of Expert Niche Academy | CoAuthor | Speaker | Branding & Marketing Strategist | Twitter Expert
Industry Marketing and Advertising
Experience
Expert Niche Academy July 2011 - Present
Carol Mortarotti August 2010 - Present
Self Employed August 2010 - Present
UBS Investment Bank November 1996 - June 2007
WTA Tour June 1980 - January 1985
Skills
Niche Marketing, Social Media Marketing, Mobile Marketing, Web Marketing, SEO, Social Networking, Facebook, Social Media, Entrepreneurship, SMO, YouTube, Marketing, Online Reputation..., Online Marketing, Online Advertising, Social Media Strategist, Online Lead Generation, Social Marketing, Advertising, Email Marketing, Brand Awareness, Small Business, Social Media Measurement, Viral Marketing, Mobile Advertising, Leadership, SEM, Affiliate Marketing, Google Adwords, Personal Branding, Blog Marketing, Google Analytics, Content Marketing, Blogging, WordPress, Direct Marketing, Facebook Marketing, Digital Marketing, Link Building, Lead Generation, Keyword Research, Brand Development, Organic Search, Digital Strategy, Online Branding, Marketing Strategy
Education
Oklahoma State University 1978 — 1980
Horace Greeley High School, Chappaqua, NY 1974 — 1978
Expert Niche Academy July 2011 - Present
Carol Mortarotti August 2010 - Present
Self Employed August 2010 - Present
UBS Investment Bank November 1996 - June 2007
WTA Tour June 1980 - January 1985
Skills
Niche Marketing, Social Media Marketing, Mobile Marketing, Web Marketing, SEO, Social Networking, Facebook, Social Media, Entrepreneurship, SMO, YouTube, Marketing, Online Reputation..., Online Marketing, Online Advertising, Social Media Strategist, Online Lead Generation, Social Marketing, Advertising, Email Marketing, Brand Awareness, Small Business, Social Media Measurement, Viral Marketing, Mobile Advertising, Leadership, SEM, Affiliate Marketing, Google Adwords, Personal Branding, Blog Marketing, Google Analytics, Content Marketing, Blogging, WordPress, Direct Marketing, Facebook Marketing, Digital Marketing, Link Building, Lead Generation, Keyword Research, Brand Development, Organic Search, Digital Strategy, Online Branding, Marketing Strategy
Education
Oklahoma State University 1978 — 1980
Horace Greeley High School, Chappaqua, NY 1974 — 1978
Melissa (Mackey) Thelen Melissa (Mackey) Thelen's UBS Investment Bank Experience June 2004 - March 2006
Job Business Development Manager | SaaS | Process Management | Risk & Incident Management | Operational Excellence
Industry Computer Software
Experience
Promapp Solutions June 2015 - Present
Clarabridge October 2014 - April 2015
Market Metrix, A Clarabridge Company July 2011 - September 2014
The Vintage Estate May 2006 - March 2009
The Vintage Estate May 2006 - May 2007
UBS Investment Bank June 2004 - March 2006
UBS Investment Bank May 2002 - June 2004
UBS Investment Bank April 2001 - May 2002
Skills
Customer Service, Event Management, Hospitality, Recruiting, Event Planning, Leadership, Social Networking, Contract Negotiation, Management, Marketing Strategy, Outlook, Account Management, PowerPoint, Microsoft Excel, Salesforce.com, Customer Satisfaction, Sales, Marketing, Market Research, Coaching, Strategic Planning, Customer Experience..., Customer Experience, Customer Experience..., Customer Experience...
Education
University of San Francisco 2010 — 2011
Master of Arts, Psychology
Ludwig-Maximilian University of Munich 1999 — 2000
International Business and Economics
Ohio Wesleyan University
Bachelor of Arts, International Business and German
Promapp Solutions June 2015 - Present
Clarabridge October 2014 - April 2015
Market Metrix, A Clarabridge Company July 2011 - September 2014
The Vintage Estate May 2006 - March 2009
The Vintage Estate May 2006 - May 2007
UBS Investment Bank June 2004 - March 2006
UBS Investment Bank May 2002 - June 2004
UBS Investment Bank April 2001 - May 2002
Skills
Customer Service, Event Management, Hospitality, Recruiting, Event Planning, Leadership, Social Networking, Contract Negotiation, Management, Marketing Strategy, Outlook, Account Management, PowerPoint, Microsoft Excel, Salesforce.com, Customer Satisfaction, Sales, Marketing, Market Research, Coaching, Strategic Planning, Customer Experience..., Customer Experience, Customer Experience..., Customer Experience...
Education
University of San Francisco 2010 — 2011
Master of Arts, Psychology
Ludwig-Maximilian University of Munich 1999 — 2000
International Business and Economics
Ohio Wesleyan University
Bachelor of Arts, International Business and German
Gautam Belday Gautam Belday's UBS Investment Bank Experience January 2000 - March 2005
Job Product Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2010 - June 2013
J.P.Morgan June 2008 - February 2010
Bear Stearns April 2005 - May 2008
UBS Investment Bank January 2000 - March 2005
PaineWebber January 1998 - December 1999
AIG 1994 - 1995
Skills
Fixed Income, Equities, Investment Banking, Capital Markets, Project Management, Product Management, Business Intelligence, IT Strategy, Business Analysis, Web Analytics, Google Analytics, Clicktale, Predictive Analytics, Business Objects, Publishing Technology, Business Workflows, Data Analysis, Data Warehousing, Databases, Spotfire, Strategy, Risk Management, Analytics, Market Data, Trading Systems, Prime Brokerage
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA
Texas Tech University 1992 — 1994
MS
University of Miami 1991 — 1992
MS
Osmania University 1987 — 1991
BE
Morgan Stanley February 2010 - June 2013
J.P.Morgan June 2008 - February 2010
Bear Stearns April 2005 - May 2008
UBS Investment Bank January 2000 - March 2005
PaineWebber January 1998 - December 1999
AIG 1994 - 1995
Skills
Fixed Income, Equities, Investment Banking, Capital Markets, Project Management, Product Management, Business Intelligence, IT Strategy, Business Analysis, Web Analytics, Google Analytics, Clicktale, Predictive Analytics, Business Objects, Publishing Technology, Business Workflows, Data Analysis, Data Warehousing, Databases, Spotfire, Strategy, Risk Management, Analytics, Market Data, Trading Systems, Prime Brokerage
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA
Texas Tech University 1992 — 1994
MS
University of Miami 1991 — 1992
MS
Osmania University 1987 — 1991
BE
Charles Coombs Charles Coombs's UBS Investment Bank Experience February 2005 - July 2007
Job at Citibank
Industry Banking
Experience
Citibank July 2010 - Present
Credit Suisse 2007 - 2010
UBS Investment Bank February 2005 - July 2007
GE Capital April 1986 - August 2001
Skills
Investment Banking, Fixed Income, Capital Markets, Management, Equities, Banking, Derivatives, Risk Management, Financial Analysis, Portfolio Management
Education
Pace University 1993 — 1993
BBA, ACCOUNTING
Citibank July 2010 - Present
Credit Suisse 2007 - 2010
UBS Investment Bank February 2005 - July 2007
GE Capital April 1986 - August 2001
Skills
Investment Banking, Fixed Income, Capital Markets, Management, Equities, Banking, Derivatives, Risk Management, Financial Analysis, Portfolio Management
Education
Pace University 1993 — 1993
BBA, ACCOUNTING
William Robalino's UBS Investment Bank Experience June 2007 - July 2013
Job Prudential VP Annuity Finance
Industry Financial Services
Experience
Prudential Financial April 2015 - Present
BNY Mellon July 2013 - April 2015
UBS Investment Bank June 2007 - July 2013
Lehman Brothers 1996 - 2006
Lehman Brothers- Japan 1997 - 2001
J.P. Morgan 1993 - 1997
Skills
Fixed Income, Finance, FX Options, Investment Banking, Leadership Development, Derivatives, Accounting, Change Management, Team Leadership, Fundraising, Management, Capital Markets, Equities, Leadership, Hedge Funds, Bloomberg, Risk Management, Financial Modeling, Valuation, Performance Management, Competitive Analysis, Financial Risk, Commodity, Equity Derivatives, Product Control, Business Analysis, Corporate Finance, Financial Analysis, Interest Rate..., Credit Derivatives, Structured Products, Auditing, FX, Bonds, Emerging Markets, Financial Reporting, Private Equity, Portfolio Management, Mergers & Acquisitions, Rates, Trading, Managing Start-ups, Turn Around Management, Business Planning, Forecasting, Expense Management, Structured Finance, Financial Markets, Alternative Investments, Analysis
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
Master of Business Administration (MBA), Finance and Organizational Management, 3.4
Pace University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Public Accounting and Political Science, 3.4
St. Peter's Prep 1983 — 1986
General, General Studies
Prudential Financial April 2015 - Present
BNY Mellon July 2013 - April 2015
UBS Investment Bank June 2007 - July 2013
Lehman Brothers 1996 - 2006
Lehman Brothers- Japan 1997 - 2001
J.P. Morgan 1993 - 1997
Skills
Fixed Income, Finance, FX Options, Investment Banking, Leadership Development, Derivatives, Accounting, Change Management, Team Leadership, Fundraising, Management, Capital Markets, Equities, Leadership, Hedge Funds, Bloomberg, Risk Management, Financial Modeling, Valuation, Performance Management, Competitive Analysis, Financial Risk, Commodity, Equity Derivatives, Product Control, Business Analysis, Corporate Finance, Financial Analysis, Interest Rate..., Credit Derivatives, Structured Products, Auditing, FX, Bonds, Emerging Markets, Financial Reporting, Private Equity, Portfolio Management, Mergers & Acquisitions, Rates, Trading, Managing Start-ups, Turn Around Management, Business Planning, Forecasting, Expense Management, Structured Finance, Financial Markets, Alternative Investments, Analysis
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
Master of Business Administration (MBA), Finance and Organizational Management, 3.4
Pace University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Public Accounting and Political Science, 3.4
St. Peter's Prep 1983 — 1986
General, General Studies
Goutham Pulluri Goutham Pulluri's UBS Investment Bank Experience 2010 - 2011
Job Senior Developer at IntercontinentalExchange, Inc.
Industry Financial Services
Experience
IntercontinentalExchange, Inc. December 2011 - Present
UBS Investment Bank 2010 - 2011
Infinium Securities March 2009 - August 2010
SAC Capital Advisors LLC February 2007 - January 2009
Merrill Lynch July 2006 - February 2007
Pramati Technologies October 2005 - May 2006
Infosys May 2004 - October 2005
Skills
Electronic Trading, Trading Systems, Market Data, Java, Spring, C#, Scala, Play Framework
Education
Osmania University 2000 — 2004
BE, Information Technology
IntercontinentalExchange, Inc. December 2011 - Present
UBS Investment Bank 2010 - 2011
Infinium Securities March 2009 - August 2010
SAC Capital Advisors LLC February 2007 - January 2009
Merrill Lynch July 2006 - February 2007
Pramati Technologies October 2005 - May 2006
Infosys May 2004 - October 2005
Skills
Electronic Trading, Trading Systems, Market Data, Java, Spring, C#, Scala, Play Framework
Education
Osmania University 2000 — 2004
BE, Information Technology
Mark Leahy Mark Leahy's UBS Investment Bank Experience 2000 - Present
Job Director Market Data at UBS
Industry Banking
Experience
UBS AG January 2007 - Present
UBS Investment Bank 2000 - Present
PEROT / UBS AG January 2002 - August 2007
PEROT / UBS AG March 2000 - December 2006
PEROT / UBS AG March 2000 - January 2002
Standard & Poor's October 1997 - March 2000
THOMSON FINANCIAL SERVICES October 1994 - October 1997
Knight Ridder Financial January 1993 - October 1994
Dow Jones Telerate November 1987 - January 1993
FIDUCIARY TRUST COMPANY March 1987 - November 1987
Skills
Market Data, Bloomberg, Equities, Offshoring, Trading Systems, Fixed Income, Financial Services, VAR, Reference Data, Securities, Business Analysis, Vendor Management, Bloomberg Terminal, Trading, Budgets, Management, Sales, Microsoft Excel, Investment Banking, Portfolio Management
Education
Pace University 1992 — 1996
MBA, Finance
Pace University - Lubin School of Business 1992 — 1996
Master of Business Administration (MBA), Finance, General
State University of New York College at Oswego 1981 — 1985
BA, Economics
State University of New York College at Oswego 1981 — 1985
BA, Economics
UBS AG January 2007 - Present
UBS Investment Bank 2000 - Present
PEROT / UBS AG January 2002 - August 2007
PEROT / UBS AG March 2000 - December 2006
PEROT / UBS AG March 2000 - January 2002
Standard & Poor's October 1997 - March 2000
THOMSON FINANCIAL SERVICES October 1994 - October 1997
Knight Ridder Financial January 1993 - October 1994
Dow Jones Telerate November 1987 - January 1993
FIDUCIARY TRUST COMPANY March 1987 - November 1987
Skills
Market Data, Bloomberg, Equities, Offshoring, Trading Systems, Fixed Income, Financial Services, VAR, Reference Data, Securities, Business Analysis, Vendor Management, Bloomberg Terminal, Trading, Budgets, Management, Sales, Microsoft Excel, Investment Banking, Portfolio Management
Education
Pace University 1992 — 1996
MBA, Finance
Pace University - Lubin School of Business 1992 — 1996
Master of Business Administration (MBA), Finance, General
State University of New York College at Oswego 1981 — 1985
BA, Economics
State University of New York College at Oswego 1981 — 1985
BA, Economics
Harpreet Gulati's UBS Investment Bank Experience 2006 - December 2011
Job Senior Vice President and Head of Software Development
Industry Capital Markets
Experience
Mesirow Financial April 2015 - Present
Mesirow Financial December 2011 - Present
Mesirow Financial December 2011 - March 2015
UBS Investment Bank 2006 - December 2011
UBS Investment Bank 2002 - 2006
Skills
Rapid Application..., System Architecture, JAVA, Spring, Agile Methodologies, Hibernate, Fixed Income, Capital Markets, Derivatives, Investment Banking, Trading Systems, Financial Modeling, Risk Management, Valuation, FX Options, Fund Of Funds, Web 2.0 Development, Distributed Systems, Portfolio Management, Software Development, Business Analysis, Market Data, Equity Derivatives, Java
Education
The University of Chicago
University of Iowa 2000 — 2002
MS, computer science
Osmania University 1996 — 1999
BE, Engineering
Mesirow Financial April 2015 - Present
Mesirow Financial December 2011 - Present
Mesirow Financial December 2011 - March 2015
UBS Investment Bank 2006 - December 2011
UBS Investment Bank 2002 - 2006
Skills
Rapid Application..., System Architecture, JAVA, Spring, Agile Methodologies, Hibernate, Fixed Income, Capital Markets, Derivatives, Investment Banking, Trading Systems, Financial Modeling, Risk Management, Valuation, FX Options, Fund Of Funds, Web 2.0 Development, Distributed Systems, Portfolio Management, Software Development, Business Analysis, Market Data, Equity Derivatives, Java
Education
The University of Chicago
University of Iowa 2000 — 2002
MS, computer science
Osmania University 1996 — 1999
BE, Engineering
Katherine Lines's UBS Investment Bank Experience October 2008 - April 2009
Job Seeking Employment
Industry Design
Experience
Home March 2012 - Present
Pierre Deux January 2010 - March 2011
E1 Asset Management June 2009 - August 2009
UBS Investment Bank October 2008 - April 2009
Green Lobster USA January 2006 - August 2008
Barack Obama Presidential Campaign February 2008 - May 2008
Skills
PowerPoint, Outlook, Event Planning, Microsoft Word, Marketing, Interior Design, Visual Merchandising, Customer Service, Advertising, Merchandise Planning, Legal Research, Financial Research, Retail Sales, Executive..., Social Networking, Microsoft Excel
Education
Ohio Wesleyan University 2004 — 2008
Bachelor of Arts, Sociology/Anthropology
Convent of the Sacred Heart
Home March 2012 - Present
Pierre Deux January 2010 - March 2011
E1 Asset Management June 2009 - August 2009
UBS Investment Bank October 2008 - April 2009
Green Lobster USA January 2006 - August 2008
Barack Obama Presidential Campaign February 2008 - May 2008
Skills
PowerPoint, Outlook, Event Planning, Microsoft Word, Marketing, Interior Design, Visual Merchandising, Customer Service, Advertising, Merchandise Planning, Legal Research, Financial Research, Retail Sales, Executive..., Social Networking, Microsoft Excel
Education
Ohio Wesleyan University 2004 — 2008
Bachelor of Arts, Sociology/Anthropology
Convent of the Sacred Heart
Joanne A. Smith, CFA Joanne A. Smith, CFA's UBS Investment Bank Experience September 1997 - April 2003
Job Owner, Smith Luxury Travel, an Independent Affiliate of Brownell Travel
Industry Leisure, Travel & Tourism
Experience
Smith Luxury Travel, an Independent Affiliate of Brownell Travel - A Member of Virtuoso July 2015 - Present
Scotia Capital September 2010 - November 2014
Deutsche Asset Management September 2003 - April 2009
UBS Investment Bank September 1997 - April 2003
Mesirow Financial November 1996 - September 1997
Fox-Pitt, Kelton February 1992 - November 1996
Credit Suisse August 1987 - February 1992
Skills
Asset Management, Securities, Insurance, Equity Research, Bloomberg, Financial Services, Equities, Asset Managment, Hedge Funds, Portfolio Management, Alternative Investments, Life Insurance, Capital Markets, Investments, Fixed Income, Series 7, Investment Strategies, Financial Modeling, Valuation, Finance, Financial Analysis
Education
CFA Institute 2003 — 2007
Chartered Financial Analyst (CFA), 1997, Financial Analysis/Portfolio Management
Pace University 1984 — 1987
BA, Business Administration/Finance
Smith Luxury Travel, an Independent Affiliate of Brownell Travel - A Member of Virtuoso July 2015 - Present
Scotia Capital September 2010 - November 2014
Deutsche Asset Management September 2003 - April 2009
UBS Investment Bank September 1997 - April 2003
Mesirow Financial November 1996 - September 1997
Fox-Pitt, Kelton February 1992 - November 1996
Credit Suisse August 1987 - February 1992
Skills
Asset Management, Securities, Insurance, Equity Research, Bloomberg, Financial Services, Equities, Asset Managment, Hedge Funds, Portfolio Management, Alternative Investments, Life Insurance, Capital Markets, Investments, Fixed Income, Series 7, Investment Strategies, Financial Modeling, Valuation, Finance, Financial Analysis
Education
CFA Institute 2003 — 2007
Chartered Financial Analyst (CFA), 1997, Financial Analysis/Portfolio Management
Pace University 1984 — 1987
BA, Business Administration/Finance
Neeraj Budhi Neeraj Budhi's UBS Investment Bank Experience April 2003 - April 2008
Job SAP BW BOBJ HANA Certified Solution Architect at KPMG
Industry Computer Software
Experience
KPMG May 2013 - Present
Church & Dwight, Co., Inc. January 2011 - April 2013
Johnson & Johnson November 2009 - December 2010
Johnson & Johnson April 2008 - October 2009
UBS Investment Bank April 2003 - April 2008
Ocwen Financial Corporation May 2000 - March 2003
JPMorgan Chase May 1999 - April 2000
Invesco September 1998 - April 1999
COBE Cardiovascular April 1998 - September 1998
Nabisco September 1997 - March 1998
Skills
Data Warehousing, SAP BI, SAP BW, Business Objects, ABAP, Web Intelligence, SAP Netweaver, SAP ERP, SAP, Business Intelligence, ERP, Data Migration, Business Analysis, Business Process, Dashboard, SAP Implementation, Requirements Analysis, Consulting, Integration, SAP CRM, SDLC, SAP HANA, ETL, Data Modeling
Education
Osmania University 1992 — 1994
Masters, Applied Mathematics
KPMG May 2013 - Present
Church & Dwight, Co., Inc. January 2011 - April 2013
Johnson & Johnson November 2009 - December 2010
Johnson & Johnson April 2008 - October 2009
UBS Investment Bank April 2003 - April 2008
Ocwen Financial Corporation May 2000 - March 2003
JPMorgan Chase May 1999 - April 2000
Invesco September 1998 - April 1999
COBE Cardiovascular April 1998 - September 1998
Nabisco September 1997 - March 1998
Skills
Data Warehousing, SAP BI, SAP BW, Business Objects, ABAP, Web Intelligence, SAP Netweaver, SAP ERP, SAP, Business Intelligence, ERP, Data Migration, Business Analysis, Business Process, Dashboard, SAP Implementation, Requirements Analysis, Consulting, Integration, SAP CRM, SDLC, SAP HANA, ETL, Data Modeling
Education
Osmania University 1992 — 1994
Masters, Applied Mathematics
Erlend Kvendseth Erlend Kvendseth's UBS Investment Bank Experience August 2012 - August 2013
Job Equity Research Analyst at Norges Bank Investment Management
Industry Investment Management
Experience
Norges Bank Investment Management August 2013 - Present
Norges Bank Investment Management September 2011 - Present
UBS Investment Bank August 2012 - August 2013
Skills
Valuation
Education
Norwegian School of Economics (NHH) 2009 — 2011
Master of Science (MSc), Financial economics
UCLA Anderson School of Management 2010 — 2010
MBA exchange
University of Bergen (UiB) 2006 — 2009
Bachelor of Arts (BA), Economics
Norges Bank Investment Management August 2013 - Present
Norges Bank Investment Management September 2011 - Present
UBS Investment Bank August 2012 - August 2013
Skills
Valuation
Education
Norwegian School of Economics (NHH) 2009 — 2011
Master of Science (MSc), Financial economics
UCLA Anderson School of Management 2010 — 2010
MBA exchange
University of Bergen (UiB) 2006 — 2009
Bachelor of Arts (BA), Economics
Pete Tedesco's UBS Investment Bank Experience 2005 - 2007
Job Vice President at Health Enterprise Partners
Industry Venture Capital & Private Equity
Experience
Health Enterprise Partners, L.P April 2015 - Present
Olympus Partners July 2011 - April 2015
Becton Dickinson & Co. June 2010 - August 2010
Waud Capital Partners August 2007 - July 2009
UBS Investment Bank 2005 - 2007
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Finance, Management & Strategy, Healthcare Enterprise Management
Princeton University 2001 — 2005
AB, Economics, Finance
Episcopal Academy
Health Enterprise Partners, L.P April 2015 - Present
Olympus Partners July 2011 - April 2015
Becton Dickinson & Co. June 2010 - August 2010
Waud Capital Partners August 2007 - July 2009
UBS Investment Bank 2005 - 2007
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Finance, Management & Strategy, Healthcare Enterprise Management
Princeton University 2001 — 2005
AB, Economics, Finance
Episcopal Academy
James E. Oxford James E. Oxford's UBS Investment Bank Experience December 2006 - March 2008
Job President at Oxford Commodity Consulting, Inc.
Industry Oil & Energy
Experience
Oxford Commodity Consulting, Inc. May 2013 - Present
Watergun Outlaw Productions, Inc. May 2013 - Present
RWE Trading Americas April 2012 - May 2013
SolArc, Inc March 2008 - March 2012
UBS Investment Bank December 2006 - March 2008
Merrill Lynch April 2005 - November 2006
Dynegy Marketing & Trade August 2000 - April 2005
Dynegy Inc August 2000 - April 2005
Frontier Electronic Systems Corp 1997 - 2000
Skills
Accounting, Coal, Scheduling, Trading, Inventory Management, Logistics, Process Scheduler, Gas, Analysis, Strategy, Commodity Markets, Natural Gas, Forecasting, Contract Management, Risk Management, Marketing, Business Development, Management, Energy, Commodity
Education
Oklahoma State University 1995 — 2000
B.S, Finance
Northern Oklahoma College 1993 — 1995
A.S., Business Administration
Tonkawa High School 1990 — 1993
Oxford Commodity Consulting, Inc. May 2013 - Present
Watergun Outlaw Productions, Inc. May 2013 - Present
RWE Trading Americas April 2012 - May 2013
SolArc, Inc March 2008 - March 2012
UBS Investment Bank December 2006 - March 2008
Merrill Lynch April 2005 - November 2006
Dynegy Marketing & Trade August 2000 - April 2005
Dynegy Inc August 2000 - April 2005
Frontier Electronic Systems Corp 1997 - 2000
Skills
Accounting, Coal, Scheduling, Trading, Inventory Management, Logistics, Process Scheduler, Gas, Analysis, Strategy, Commodity Markets, Natural Gas, Forecasting, Contract Management, Risk Management, Marketing, Business Development, Management, Energy, Commodity
Education
Oklahoma State University 1995 — 2000
B.S, Finance
Northern Oklahoma College 1993 — 1995
A.S., Business Administration
Tonkawa High School 1990 — 1993
Craig Pearson Craig Pearson's UBS Investment Bank Experience March 2006 - Present
Job Associate Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank March 2006 - Present
Skills
Capital Markets, Investment Banking, Credit Derivatives, Fixed Income, High Yield, Structured Products, Portfolio Management
Education
Ohio Wesleyan University 1998 — 2002
Bachelor of Arts (B.A.), Economics
UBS Investment Bank March 2006 - Present
Skills
Capital Markets, Investment Banking, Credit Derivatives, Fixed Income, High Yield, Structured Products, Portfolio Management
Education
Ohio Wesleyan University 1998 — 2002
Bachelor of Arts (B.A.), Economics
Jennifer Litwin Jennifer Litwin's UBS Investment Bank Experience October 2001 - February 2007
Job Senior Director Head of Relationship Management, Greenwich Associates
Industry Financial Services
Experience
Greenwich Associates January 2012 - Present
Jennifer Litwin, soprano 1994 - Present
Self-Employed 1992 - Present
Greenwich Associates March 2007 - January 2012
UBS Investment Bank October 2001 - February 2007
AIG Financial Products Corp. July 1996 - October 2001
University of New Haven 1998 - 2000
Sarasota Opera January 1995 - April 1995
Skills
Relationship Management, Marketing, Public Speaking, Equities, Fixed Income, Stable Value, Trading, Classical Music, Singing, Piano, Flute, Music Education, Opera, Writing, Bloomberg, Microsoft Office, Sales, Financial Services, Capital Markets, Classical, Hedge Funds, Market Research, Business Development, Investment Management, Risk Management, Securities, Options, Leadership
Education
Yale University 1992 — 1994
Master of Music, Vocal Performance, Opera
Oberlin College 1988 — 1992
Bachelor of Music, Vocal Performance
Hopewell Valley Central High School 1985 — 1988
Interlochen Center for the Arts 1985 — 1988
Flute, voice, piano
Greenwich Associates January 2012 - Present
Jennifer Litwin, soprano 1994 - Present
Self-Employed 1992 - Present
Greenwich Associates March 2007 - January 2012
UBS Investment Bank October 2001 - February 2007
AIG Financial Products Corp. July 1996 - October 2001
University of New Haven 1998 - 2000
Sarasota Opera January 1995 - April 1995
Skills
Relationship Management, Marketing, Public Speaking, Equities, Fixed Income, Stable Value, Trading, Classical Music, Singing, Piano, Flute, Music Education, Opera, Writing, Bloomberg, Microsoft Office, Sales, Financial Services, Capital Markets, Classical, Hedge Funds, Market Research, Business Development, Investment Management, Risk Management, Securities, Options, Leadership
Education
Yale University 1992 — 1994
Master of Music, Vocal Performance, Opera
Oberlin College 1988 — 1992
Bachelor of Music, Vocal Performance
Hopewell Valley Central High School 1985 — 1988
Interlochen Center for the Arts 1985 — 1988
Flute, voice, piano
Jennifer Marotta Jennifer Marotta's UBS Investment Bank Experience April 2009 - July 2014
Job ISDA Negotiator at Morgan Stanley
Industry Legal Services
Experience
Morgan Stanley September 2014 - Present
UBS Investment Bank April 2009 - July 2014
UBS AG March 2005 - January 2009
UBS AG March 2000 - January 2005
UST Inc. January 1990 - 2000
Skills
Microsoft Word, Outlook, Research, Microsoft Office, Microsoft Excel, PowerPoint, English, Customer Service, Public Speaking, Windows, Legal Research, Negotiation, Editing, Litigation, Teaching, Certified Notary Public...
Education
The University of Connecticut
Paralegal Studies, Paralegal Certificate
Pace University 1992 — 1994
Business Administration and Management, General
Morgan Stanley September 2014 - Present
UBS Investment Bank April 2009 - July 2014
UBS AG March 2005 - January 2009
UBS AG March 2000 - January 2005
UST Inc. January 1990 - 2000
Skills
Microsoft Word, Outlook, Research, Microsoft Office, Microsoft Excel, PowerPoint, English, Customer Service, Public Speaking, Windows, Legal Research, Negotiation, Editing, Litigation, Teaching, Certified Notary Public...
Education
The University of Connecticut
Paralegal Studies, Paralegal Certificate
Pace University 1992 — 1994
Business Administration and Management, General
Joseph Edmonds Joseph Edmonds's UBS Investment Bank Experience February 2002 - May 2007
Job Senior Developer
Industry Information Technology and Services
Experience
Roundarch February 2010 - June 2011
Tribune Interactive 2007 - 2009
UBS Investment Bank February 2002 - May 2007
Education
Pace University
BS, Computer Science
Roundarch February 2010 - June 2011
Tribune Interactive 2007 - 2009
UBS Investment Bank February 2002 - May 2007
Education
Pace University
BS, Computer Science
Debra Jagodzinski Debra Jagodzinski's UBS Investment Bank Experience October 1998 - March 2009
Job Customer Ralations manager at New Country Motor Car Group d/b/a smart center Palm Beach
Industry Automotive
Experience
New Country Toyota of Westport July 2011 - Present
UBS Investment Bank October 1998 - March 2009
Education
Norwalk Community College
New Country Toyota of Westport July 2011 - Present
UBS Investment Bank October 1998 - March 2009
Education
Norwalk Community College
Kate (Raffaele) Mattox Kate (Raffaele) Mattox's UBS Investment Bank Experience April 2000 - October 2001
Job Residential & Commercial Realtor at Keller Williams Realty
Industry Real Estate
Experience
Keller Williams Realty & previously William Raveis August 2012 - Present
SAC Capital April 2003 - December 2010
GE Energy October 2001 - April 2003
UBS Investment Bank April 2000 - October 2001
Thomson Reuters November 1997 - April 2000
OMEGA Engineering April 1994 - November 1997
Skills
Real Estate, First Time Home Buyers, Sellers, Relocation, Sales, Contract Negotiation, Valuation, Marketing, Customer Service, Strategic Planning, Financial Analysis, Negotiation, Investment Properties, Microsoft Excel, Marketing Strategy, Business Development, Event Planning, Fundraising, Social Media, Insurance, Selling, Purchasing, Real Estate Transactions, Budgets, Commercial Real Estate, Investors, Residential Homes, Leadership
Education
Norwalk Community College 2012 — 2012
Real Estate License
Sacred Heart University
Series 7 & 63 Registered
Keller Williams Realty & previously William Raveis August 2012 - Present
SAC Capital April 2003 - December 2010
GE Energy October 2001 - April 2003
UBS Investment Bank April 2000 - October 2001
Thomson Reuters November 1997 - April 2000
OMEGA Engineering April 1994 - November 1997
Skills
Real Estate, First Time Home Buyers, Sellers, Relocation, Sales, Contract Negotiation, Valuation, Marketing, Customer Service, Strategic Planning, Financial Analysis, Negotiation, Investment Properties, Microsoft Excel, Marketing Strategy, Business Development, Event Planning, Fundraising, Social Media, Insurance, Selling, Purchasing, Real Estate Transactions, Budgets, Commercial Real Estate, Investors, Residential Homes, Leadership
Education
Norwalk Community College 2012 — 2012
Real Estate License
Sacred Heart University
Series 7 & 63 Registered
Michael J. Waltz Michael J. Waltz's UBS Investment Bank Experience April 2007 - May 2009
Job Account Manager at Barclays Capital
Industry Financial Services
Experience
Barclays Capital January 2010 - Present
UBS Investment Bank April 2007 - May 2009
Skills
Prime Brokerage, Equities, Hedge Funds, Bloomberg, Fixed Income, Investments, Standards Compliance, Government Bonds, US Treasuries, Trade Compliance, Complaince, Investment Banking
Education
Pace University
Finance, Finance/Economics
Barclays Capital January 2010 - Present
UBS Investment Bank April 2007 - May 2009
Skills
Prime Brokerage, Equities, Hedge Funds, Bloomberg, Fixed Income, Investments, Standards Compliance, Government Bonds, US Treasuries, Trade Compliance, Complaince, Investment Banking
Education
Pace University
Finance, Finance/Economics
Bernard Niall Corbalis Bernard Niall Corbalis's UBS Investment Bank Experience July 2003 - May 2009
Job RealtorAssociate at PRUDENTIAL NEW JERSEY PROPERTIES
Industry Real Estate
Experience
Prudential New Jersey Properties - Kore Team February 2009 - Present
UBS Investment Bank July 2003 - May 2009
Deutsche Bank Securities May 2001 - March 2003
Merrill Communications September 1999 - May 2001
Craig Bachman Imports, Inc. June 1998 - September 1999
Skills
Real Estate, Financial Analysis
Education
The College of New Jersey 1985 — 1988
BA, Psychology
Ocean County College 1984 — 1985
BA, Psychology
Seton Hall University 1983 — 1984
BA, Psychology
Gormanston College - County Meath, Ireland 1982 — 1982
Certificate, Irish Way Program
Prudential New Jersey Properties - Kore Team February 2009 - Present
UBS Investment Bank July 2003 - May 2009
Deutsche Bank Securities May 2001 - March 2003
Merrill Communications September 1999 - May 2001
Craig Bachman Imports, Inc. June 1998 - September 1999
Skills
Real Estate, Financial Analysis
Education
The College of New Jersey 1985 — 1988
BA, Psychology
Ocean County College 1984 — 1985
BA, Psychology
Seton Hall University 1983 — 1984
BA, Psychology
Gormanston College - County Meath, Ireland 1982 — 1982
Certificate, Irish Way Program
Subbaiah Maneyapanda Subbaiah Maneyapanda's UBS Investment Bank Experience January 2004 - March 2006
Job Data Management Change Manager
Industry Investment Banking
Experience
GE Capital June 2014 - Present
Morgan Stanley December 2013 - June 2014
UBS March 2006 - December 2013
UBS Investment Bank January 2004 - March 2006
Aventis Pasteur November 2003 - December 2003
Information Builders March 2003 - November 2003
esoftwarehelp June 2002 - December 2002
Pace University September 2000 - August 2002
Talisma June 1999 - July 2000
Skills
Reference Data, Business Requirements, SDLC, Requirements Gathering, Requirements Analysis, Business Analysis, User Acceptance Testing, Agile Methodologies, Software Project..., Visio, Vendor Management, Systems Analysis, Quality Center, Investment Banking, Market Data, Business Process, Waterfall, Project Delivery, Test Planning, Test Management, Fixed Income, Stakeholder Management, Data Migration, Quality Assurance, Functional..., Gap Analysis, Back Office, Project Management, Equities, Capital Markets, Banking
Education
Pace University 2001 — 2003
MS, Information Systems
University of Mysore 1996 — 1999
BBM, Bachelor of Business Management
St Josephs High School 1989 — 1992
GE Capital June 2014 - Present
Morgan Stanley December 2013 - June 2014
UBS March 2006 - December 2013
UBS Investment Bank January 2004 - March 2006
Aventis Pasteur November 2003 - December 2003
Information Builders March 2003 - November 2003
esoftwarehelp June 2002 - December 2002
Pace University September 2000 - August 2002
Talisma June 1999 - July 2000
Skills
Reference Data, Business Requirements, SDLC, Requirements Gathering, Requirements Analysis, Business Analysis, User Acceptance Testing, Agile Methodologies, Software Project..., Visio, Vendor Management, Systems Analysis, Quality Center, Investment Banking, Market Data, Business Process, Waterfall, Project Delivery, Test Planning, Test Management, Fixed Income, Stakeholder Management, Data Migration, Quality Assurance, Functional..., Gap Analysis, Back Office, Project Management, Equities, Capital Markets, Banking
Education
Pace University 2001 — 2003
MS, Information Systems
University of Mysore 1996 — 1999
BBM, Bachelor of Business Management
St Josephs High School 1989 — 1992
Daniel Hamby Daniel Hamby's UBS Investment Bank Experience August 2012 - August 2013
Job Global Business Analyst at General Motors
Industry Investment Banking
Experience
General Motors April 2015 - Present
American Property Group 2014 - 2015
UBS Investment Bank August 2012 - August 2013
Short Films January 2008 - July 2012
Skills
Financial Analysis, Project Management, Business Strategy, Investments, Strategic Planning, Microsoft Excel, Real Estate Development, Corporate Finance, Finance, Management Consulting, Film Production, Banking, Invoice Processing, Investment Banking, Financial Modeling, Structured Finance, Capital Projects
Education
St. Mary's University College of Twickenham 2012 — 2013
Postgraduate Certificate, International Business
Northwood University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Banking & Management
General Motors April 2015 - Present
American Property Group 2014 - 2015
UBS Investment Bank August 2012 - August 2013
Short Films January 2008 - July 2012
Skills
Financial Analysis, Project Management, Business Strategy, Investments, Strategic Planning, Microsoft Excel, Real Estate Development, Corporate Finance, Finance, Management Consulting, Film Production, Banking, Invoice Processing, Investment Banking, Financial Modeling, Structured Finance, Capital Projects
Education
St. Mary's University College of Twickenham 2012 — 2013
Postgraduate Certificate, International Business
Northwood University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Banking & Management
Asheley Stevens Clune's UBS Investment Bank Experience 2000 - 2002
Job Consumer Relations Communications Team at PepsiCo
Industry Food & Beverages
Experience
PepsiCo August 2010 - Present
PepsiCo December 2008 - August 2010
IT Recruiting Solutions November 2005 - December 2008
Bristol Technology January 2004 - April 2005
UBS Investment Bank 2000 - 2002
AllianceBernstein 1998 - 2000
Education
Pace University
BBA, Finance 3.6
PepsiCo August 2010 - Present
PepsiCo December 2008 - August 2010
IT Recruiting Solutions November 2005 - December 2008
Bristol Technology January 2004 - April 2005
UBS Investment Bank 2000 - 2002
AllianceBernstein 1998 - 2000
Education
Pace University
BBA, Finance 3.6
Lauren Patrick's UBS Investment Bank Experience June 2005 - August 2005
Job Organizational Change Management Consulting, Capgemini
Industry Management Consulting
Experience
Capgemini August 2007 - Present
Nuveen Investments June 2006 - September 2006
UBS Investment Bank June 2005 - August 2005
JPMorgan Chase June 2001 - June 2005
Skills
Change Management, Management Consulting, Strategy, Business Analysis, CRM, Business Process..., Competitive Analysis, Management, Analysis, Business Strategy, Business Transformation, IT Strategy, Program Management, Business Process, Sales, Leading..., Training & Development, Project Management
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA, Marketing and Management & Strategy
Yale University 1996 — 2000
BA, History
Capgemini August 2007 - Present
Nuveen Investments June 2006 - September 2006
UBS Investment Bank June 2005 - August 2005
JPMorgan Chase June 2001 - June 2005
Skills
Change Management, Management Consulting, Strategy, Business Analysis, CRM, Business Process..., Competitive Analysis, Management, Analysis, Business Strategy, Business Transformation, IT Strategy, Program Management, Business Process, Sales, Leading..., Training & Development, Project Management
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA, Marketing and Management & Strategy
Yale University 1996 — 2000
BA, History
Sumanas Harikrishna's UBS Investment Bank Experience June 2010 - June 2012
Job Vice President at JP Morgan Chase
Industry Investment Banking
Experience
JPMorgan Chase June 2012 - Present
UBS Investment Bank June 2010 - June 2012
UBS Investment Bank March 2004 - June 2010
Acurian April 2002 - March 2004
Newview Technologies May 2001 - April 2002
Scient April 2000 - April 2001
Pace University 1999 - 2000
IBM Global Services October 1997 - January 1999
Skills
Java, SQL, Spring, Sybase, SDLC, Hibernate, JSP, XML, Prime Brokerage, Requirements Analysis, Agile Methodologies, Multithreading, Project Management, JavaScript, Data Analysis, Product Management, Ant, Unix, OOAD
Education
Pace University 1999 — 2000
M.S, Computer Science
University of Mysore 1993 — 1997
B.E, Computer Science
CFTRI
JPMorgan Chase June 2012 - Present
UBS Investment Bank June 2010 - June 2012
UBS Investment Bank March 2004 - June 2010
Acurian April 2002 - March 2004
Newview Technologies May 2001 - April 2002
Scient April 2000 - April 2001
Pace University 1999 - 2000
IBM Global Services October 1997 - January 1999
Skills
Java, SQL, Spring, Sybase, SDLC, Hibernate, JSP, XML, Prime Brokerage, Requirements Analysis, Agile Methodologies, Multithreading, Project Management, JavaScript, Data Analysis, Product Management, Ant, Unix, OOAD
Education
Pace University 1999 — 2000
M.S, Computer Science
University of Mysore 1993 — 1997
B.E, Computer Science
CFTRI
Sridhar Setty's UBS Investment Bank Experience October 2005 - Present
Job Senior QA Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank October 2005 - Present
UBS Investment Bank January 2005 - October 2005
Infosys February 2004 - December 2004
Virinchi Technologies August 2001 - January 2004
Skills
Investment Banking, ISEB, User Acceptance Testing, Quality Center, V-Model, Equity Derivatives, Middle Office, Test Management, Trading Systems, ISEB Certified, Crest, Test Strategy, Reference Data, System Integration...
Education
Osmania University 1998 — 2001
Bachelor of Engineering (BE)
UBS Investment Bank October 2005 - Present
UBS Investment Bank January 2005 - October 2005
Infosys February 2004 - December 2004
Virinchi Technologies August 2001 - January 2004
Skills
Investment Banking, ISEB, User Acceptance Testing, Quality Center, V-Model, Equity Derivatives, Middle Office, Test Management, Trading Systems, ISEB Certified, Crest, Test Strategy, Reference Data, System Integration...
Education
Osmania University 1998 — 2001
Bachelor of Engineering (BE)
Aditya Prakash's UBS Investment Bank Experience 2006 - November 2012
Job Head of Technology, Control Functions OchZiff Capital Management
Industry Investment Banking
Experience
Och-Ziff Capital Management February 2014 - Present
UBS November 2012 - February 2014
UBS Investment Bank 2006 - November 2012
A G Edwards March 2006 - October 2006
General Motors Acceptance Corp. July 2004 - March 2006
Pace University September 2002 - June 2004
MBIA June 2003 - January 2004
Churchill SSI March 2001 - May 2002
Skills
Agile, RUP, Application Design, Waterfall, SDLC, Program Management, Outsourcing Management, Outsourcing Advisory, Global Sourcing, Global Management, Global Delivery, Global Strategy, Legal Compliance, Compliance Management, RAD, Fraud Prevention, Regulatory Reporting, IT Strategy, Strategic Planning, Strategic Sourcing, Strategic Leadership, Agile Methodologies, Project Management, Vendor Management, Outsourcing, Management, Leadership, Analysis, Change Management, Telecommunications, Project Portfolio..., PMO, Financial Services, Project Planning, Investment Banking, Governance, Business Process..., Business Analysis, Risk Management, Project Delivery, Software Project..., PMP, Business Transformation, Business Process, Offshoring, Requirements Gathering, Agile Project Management, Integration, Equities, Strategy
Education
Project Management Institute (PMI) 2005 — 2005
Project Management Professional (PMP)
Pace University 2002 — 2004
MS
Och-Ziff Capital Management February 2014 - Present
UBS November 2012 - February 2014
UBS Investment Bank 2006 - November 2012
A G Edwards March 2006 - October 2006
General Motors Acceptance Corp. July 2004 - March 2006
Pace University September 2002 - June 2004
MBIA June 2003 - January 2004
Churchill SSI March 2001 - May 2002
Skills
Agile, RUP, Application Design, Waterfall, SDLC, Program Management, Outsourcing Management, Outsourcing Advisory, Global Sourcing, Global Management, Global Delivery, Global Strategy, Legal Compliance, Compliance Management, RAD, Fraud Prevention, Regulatory Reporting, IT Strategy, Strategic Planning, Strategic Sourcing, Strategic Leadership, Agile Methodologies, Project Management, Vendor Management, Outsourcing, Management, Leadership, Analysis, Change Management, Telecommunications, Project Portfolio..., PMO, Financial Services, Project Planning, Investment Banking, Governance, Business Process..., Business Analysis, Risk Management, Project Delivery, Software Project..., PMP, Business Transformation, Business Process, Offshoring, Requirements Gathering, Agile Project Management, Integration, Equities, Strategy
Education
Project Management Institute (PMI) 2005 — 2005
Project Management Professional (PMP)
Pace University 2002 — 2004
MS
Dave Cotter's UBS Investment Bank Experience September 2007 - July 2011
Job Campus Recruiter at Microsoft
Industry Human Resources
Experience
Microsoft April 2013 - Present
AIG July 2011 - April 2013
UBS Investment Bank September 2007 - July 2011
Teach For America October 2006 - July 2007
Skills
Talent Management, Recruiting, Talent Acquisition, Human Resources, Microsoft Excel, Data Analysis, College Recruiting, Economics, Microsoft Office, PowerPoint, Resume Writing, Leadership, Management, Interviews, Time Management, Staff Development
Education
Oberlin College 2002 — 2006
Bachelor of Arts, Economics
Microsoft April 2013 - Present
AIG July 2011 - April 2013
UBS Investment Bank September 2007 - July 2011
Teach For America October 2006 - July 2007
Skills
Talent Management, Recruiting, Talent Acquisition, Human Resources, Microsoft Excel, Data Analysis, College Recruiting, Economics, Microsoft Office, PowerPoint, Resume Writing, Leadership, Management, Interviews, Time Management, Staff Development
Education
Oberlin College 2002 — 2006
Bachelor of Arts, Economics
Jim O'Day's UBS Investment Bank Experience 1998 - 2007
Job System Administration Sr. Advisor at Dell Services
Industry Information Technology and Services
Experience
Dell Services September 2007 - Present
UBS AG September 1998 - July 2011
UBS Investment Bank 1998 - 2007
Fiduciary Trust Company 1989 - 1997
Skills
System Administration, VMS, ITIL, Disaster Recovery, Unix, Windows Server, Servers, Business Analysis, Virtualization, IT Management, IT Service Management, Infrastructure, Solaris, SDLC, VMware
Education
Pace University
Dell Services September 2007 - Present
UBS AG September 1998 - July 2011
UBS Investment Bank 1998 - 2007
Fiduciary Trust Company 1989 - 1997
Skills
System Administration, VMS, ITIL, Disaster Recovery, Unix, Windows Server, Servers, Business Analysis, Virtualization, IT Management, IT Service Management, Infrastructure, Solaris, SDLC, VMware
Education
Pace University
Henry Barlatier's UBS Investment Bank Experience February 2005 - October 2005
Job Data Migration Analyst at Becton Dickinson
Industry Financial Services
Experience
Barclays Investment Bank April 2015 - August 2015
Société Générale December 2014 - March 2015
BD February 2012 - May 2014
Pepsi Beverages Company July 2011 - January 2012
Greenvesting.com March 2009 - December 2009
Harper Collins August 2008 - January 2009
Ophedge Investments October 2005 - May 2008
Ophedge Investment Services LLC October 2005 - May 2008
UBS Investment Bank February 2005 - October 2005
Tumble Bugs 2001 - 2002
Skills
VBA, Databases, Microsoft SQL Server, SQL, Fixed Income, Visual Basic, Software Development, Bloomberg, Access, Equities, Trading, Hedge Funds, Business Analysis, SDLC
Education
Pace University 1992 — 1994
Norwalk Community College 1990 — 1993
Accounting, MIS
Essex County College 1987 — 1989
Liberal Arts
Barclays Investment Bank April 2015 - August 2015
Société Générale December 2014 - March 2015
BD February 2012 - May 2014
Pepsi Beverages Company July 2011 - January 2012
Greenvesting.com March 2009 - December 2009
Harper Collins August 2008 - January 2009
Ophedge Investments October 2005 - May 2008
Ophedge Investment Services LLC October 2005 - May 2008
UBS Investment Bank February 2005 - October 2005
Tumble Bugs 2001 - 2002
Skills
VBA, Databases, Microsoft SQL Server, SQL, Fixed Income, Visual Basic, Software Development, Bloomberg, Access, Equities, Trading, Hedge Funds, Business Analysis, SDLC
Education
Pace University 1992 — 1994
Norwalk Community College 1990 — 1993
Accounting, MIS
Essex County College 1987 — 1989
Liberal Arts
John Benzenberg's UBS Investment Bank Experience February 1987 - August 1997
Job Vice President at BNY Mellon
Industry Investment Banking
Experience
BNY Mellon June 2013 - Present
BNY Mellon September 2012 - June 2013
BNY Mellon March 2008 - September 2012
Credit Suisse January 2006 - November 2007
Deutsche Bank December 2000 - December 2005
Deutsche Bank 2000 - 2005
Bankers Trust/Deutsche Bank 2000 - 2005
Prudential Assurance September 1997 - November 2000
UBS Investment Bank February 1987 - August 1997
Skills
Financial Analysis, Forecasting, Risk Management, Finance, Accounting, Analysis, Capital Markets, Budgets, Banking, Financial Risk, Fixed Income
Education
Pace University 1989 — 1993
MBA, Finance
BNY Mellon June 2013 - Present
BNY Mellon September 2012 - June 2013
BNY Mellon March 2008 - September 2012
Credit Suisse January 2006 - November 2007
Deutsche Bank December 2000 - December 2005
Deutsche Bank 2000 - 2005
Bankers Trust/Deutsche Bank 2000 - 2005
Prudential Assurance September 1997 - November 2000
UBS Investment Bank February 1987 - August 1997
Skills
Financial Analysis, Forecasting, Risk Management, Finance, Accounting, Analysis, Capital Markets, Budgets, Banking, Financial Risk, Fixed Income
Education
Pace University 1989 — 1993
MBA, Finance
D'Alessandro, Jason's UBS Investment Bank Experience June 2008 - Present
Job Director FX Derivatives IT at UBS Investment Bank
Industry Computer Software
Experience
UBS Investment Bank June 2008 - Present
UBS Investment Bank May 2006 - June 2008
IBM December 2000 - April 2006
Skills
Sybase, Fixed Income, Trading Systems, JMS, FX Options, Investment Banking, Derivatives, SDLC, Sun Certified Java..., SOA, EAI, Web Development, Web Services, Flex, Scrum, Swing, Spring, Trading, Java, Unix
Education
Rensselaer Polytechnic Institute 2003 — 2005
MEng, Computer and Systems Engineering
Pace University 1998 — 2002
BS, Information Systems
UBS Investment Bank June 2008 - Present
UBS Investment Bank May 2006 - June 2008
IBM December 2000 - April 2006
Skills
Sybase, Fixed Income, Trading Systems, JMS, FX Options, Investment Banking, Derivatives, SDLC, Sun Certified Java..., SOA, EAI, Web Development, Web Services, Flex, Scrum, Swing, Spring, Trading, Java, Unix
Education
Rensselaer Polytechnic Institute 2003 — 2005
MEng, Computer and Systems Engineering
Pace University 1998 — 2002
BS, Information Systems
Lisa Hamm-Viguera's UBS Investment Bank Experience 2007 - 2012
Job Senior IT Asset Manager
Industry Pharmaceuticals
Experience
Regeneron Pharmaceuticals 2012 - Present
UBS Investment Bank 2007 - 2012
Sidley Austin 2003 - 2006
Credit Suisse 2000 - 2003
White & Case 1999 - 2000
Skills
ITIL, Windows 7, Active Directory, Vendor Management, XP, Asset Managment, SharePoint, Remedy Software, IT Service Management, Management, Technical Support, Leadership, Asset Management, Windows, Help Desk Support, IT Management, Troubleshooting, BMC Remedy, Disaster Recovery, Information Technology, Microsoft Exchange, Networking, Software Documentation, System Deployment, Windows XP
Education
Pace University 1993 — 1998
BS, Computer Science Information Systems
Regeneron Pharmaceuticals 2012 - Present
UBS Investment Bank 2007 - 2012
Sidley Austin 2003 - 2006
Credit Suisse 2000 - 2003
White & Case 1999 - 2000
Skills
ITIL, Windows 7, Active Directory, Vendor Management, XP, Asset Managment, SharePoint, Remedy Software, IT Service Management, Management, Technical Support, Leadership, Asset Management, Windows, Help Desk Support, IT Management, Troubleshooting, BMC Remedy, Disaster Recovery, Information Technology, Microsoft Exchange, Networking, Software Documentation, System Deployment, Windows XP
Education
Pace University 1993 — 1998
BS, Computer Science Information Systems
Sai Veluri's UBS Investment Bank Experience October 2006 - June 2010
Job Derivatives and Collateral Nashville, TN
Industry Banking
Experience
UBS July 2015 - Present
UBS AG April 2012 - June 2015
UBS March 2011 - April 2012
UBS June 2010 - March 2011
UBS Investment Bank October 2006 - June 2010
Deutsche Bank September 2005 - October 2006
Skills
Collateral Management, Risk Management, Client Service, Valuation, Corporate Actions, Investment Banking, Derivatives, Equities, Financial Risk, Asset Management, Fixed Income
Education
Osmania University 2003 — 2005
MBA, Finance
Sri Sathya Sai Institute of Higher Learning 1997 — 2003
Bachelors in Commerce (Hons), Finance
UBS July 2015 - Present
UBS AG April 2012 - June 2015
UBS March 2011 - April 2012
UBS June 2010 - March 2011
UBS Investment Bank October 2006 - June 2010
Deutsche Bank September 2005 - October 2006
Skills
Collateral Management, Risk Management, Client Service, Valuation, Corporate Actions, Investment Banking, Derivatives, Equities, Financial Risk, Asset Management, Fixed Income
Education
Osmania University 2003 — 2005
MBA, Finance
Sri Sathya Sai Institute of Higher Learning 1997 — 2003
Bachelors in Commerce (Hons), Finance
Matthew Kinn's UBS Investment Bank Experience 2008 - 2011
Job Project Leader at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group September 2013 - Present
Kellogg School of Management July 2011 - June 2013
The Boston Consulting Group June 2012 - September 2012
UBS Investment Bank 2008 - 2011
Skills
Financial Modeling, Valuation, Investment Banking, Management Consulting, Strategic Consulting, Healthcare Consulting
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Management & Strategy, International Business
University of Virginia 2004 — 2008
McIntire School of Commerce - Bachelor of Arts (BA) and Bachelor of Science (BS), Economics & Finance
The Boston Consulting Group September 2013 - Present
Kellogg School of Management July 2011 - June 2013
The Boston Consulting Group June 2012 - September 2012
UBS Investment Bank 2008 - 2011
Skills
Financial Modeling, Valuation, Investment Banking, Management Consulting, Strategic Consulting, Healthcare Consulting
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Management & Strategy, International Business
University of Virginia 2004 — 2008
McIntire School of Commerce - Bachelor of Arts (BA) and Bachelor of Science (BS), Economics & Finance
Pranesh kumar Muppala's UBS Investment Bank Experience May 2009 - August 2009
Job Lead, Middleware Engineering at Susquehanna International Group
Industry Financial Services
Experience
Susquehanna International Group March 2011 - Present
Susquehanna International Group August 2009 - March 2011
UBS Investment Bank May 2009 - August 2009
UBS Investment Bank February 2008 - April 2009
UBS Investment Bank November 2005 - February 2008
Compusoft Integrated solutions Inc. 2004 - 2005
GSS America 2003 - 2004
Skills
Distributed Systems, Middleware, Solaris, SOA, Enterprise Architecture, JMS, Unix, Java Enterprise Edition, Web Services, Agile Methodologies, EAI, TIBCO Rendezvous, Java, Solace, R, Python, JIRA, Kanban, PCAP, JSON, Scala, Scrum, Statistics, Statistical Data..., Statistical Modeling, Machine Learning, ElasticSearch, Apache Spark, Data Science, Integration, SDLC, Business Analysis, Requirements Analysis, Software Project..., SQL
Education
Villanova University 2010 — 2011
Master of Business Administration (MBA), Finance, General
Oklahoma State University 2001 — 2003
Master of Science, Computer Science
University of Madras 1997 — 2001
Bachelor of Engineering, Computer Science & Engineering
Susquehanna International Group March 2011 - Present
Susquehanna International Group August 2009 - March 2011
UBS Investment Bank May 2009 - August 2009
UBS Investment Bank February 2008 - April 2009
UBS Investment Bank November 2005 - February 2008
Compusoft Integrated solutions Inc. 2004 - 2005
GSS America 2003 - 2004
Skills
Distributed Systems, Middleware, Solaris, SOA, Enterprise Architecture, JMS, Unix, Java Enterprise Edition, Web Services, Agile Methodologies, EAI, TIBCO Rendezvous, Java, Solace, R, Python, JIRA, Kanban, PCAP, JSON, Scala, Scrum, Statistics, Statistical Data..., Statistical Modeling, Machine Learning, ElasticSearch, Apache Spark, Data Science, Integration, SDLC, Business Analysis, Requirements Analysis, Software Project..., SQL
Education
Villanova University 2010 — 2011
Master of Business Administration (MBA), Finance, General
Oklahoma State University 2001 — 2003
Master of Science, Computer Science
University of Madras 1997 — 2001
Bachelor of Engineering, Computer Science & Engineering
Scheeler Devis's UBS Investment Bank Experience CEO / PDGRadio & Tele HeritageJuly 2009 - Present
Job CEO / PDG Radio & Tele Heritage
Industry Legal Services
Experience
UBS Investment Bank CEO / PDGRadio & Tele HeritageJuly 2009 - Present
Education
Pace University
UBS Investment Bank CEO / PDGRadio & Tele HeritageJuly 2009 - Present
Education
Pace University
Swetha Katragadda's UBS Investment Bank Experience January 2006 - July 2006
Job Data warehousing Consultant
Industry Pharmaceuticals
Experience
Accenture July 2013 - Present
Collaborative Consulting June 2012 - June 2013
Pfizer February 2009 - March 2010
Accenture March 2007 - February 2009
Wyeth Pharmaceuticals 2007 - 2008
BlackRock 2006 - 2007
UBS Investment Bank January 2006 - July 2006
Skills
Informatica, Data Warehousing, ETL, Data Modeling, Business Intelligence, Data Warehouse..., Data Quality, Data Integration, Dashboard, Business Objects, OLAP, SDLC, PL/SQL, Oracle, Business Intelligence..., Requirements Analysis, Microsoft SQL Server, SQL, Netezza, Data Management, Dimensional Modeling, Business Analysis, Data Marts, Microstrategy, Teradata, Unix Shell Scripting
Education
Osmania University 2000 — 2004
Bachelor of Science (BS), Electrical, Electronics and Communications Engineering
Accenture July 2013 - Present
Collaborative Consulting June 2012 - June 2013
Pfizer February 2009 - March 2010
Accenture March 2007 - February 2009
Wyeth Pharmaceuticals 2007 - 2008
BlackRock 2006 - 2007
UBS Investment Bank January 2006 - July 2006
Skills
Informatica, Data Warehousing, ETL, Data Modeling, Business Intelligence, Data Warehouse..., Data Quality, Data Integration, Dashboard, Business Objects, OLAP, SDLC, PL/SQL, Oracle, Business Intelligence..., Requirements Analysis, Microsoft SQL Server, SQL, Netezza, Data Management, Dimensional Modeling, Business Analysis, Data Marts, Microstrategy, Teradata, Unix Shell Scripting
Education
Osmania University 2000 — 2004
Bachelor of Science (BS), Electrical, Electronics and Communications Engineering
Cory J. Perkins's UBS Investment Bank Experience 1995 - 1998
Job Founder & CEO of GiftFly LLC
Industry Financial Services
Experience
Giftfly LLC July 2011 - Present
Iactivecard LLC 2006 - Present
Serious USA, Inc. 2005 - 2006
GetAsia LLC 2001 - 2004
Donaldson, Lufkin & Jenrette 1998 - 2000
UBS Investment Bank 1995 - 1998
Salomon Brothers 1992 - 1994
Skills
Payments, Business Strategy, Business Development, Strategic Partnerships, Financial Institutions, Marketing Strategy, Product Management, Strategy, Start-ups, Mobile Payments, E-commerce, New Business Development
Education
Oregon State University 1986 — 1990
BS, Finance & Economics
Giftfly LLC July 2011 - Present
Iactivecard LLC 2006 - Present
Serious USA, Inc. 2005 - 2006
GetAsia LLC 2001 - 2004
Donaldson, Lufkin & Jenrette 1998 - 2000
UBS Investment Bank 1995 - 1998
Salomon Brothers 1992 - 1994
Skills
Payments, Business Strategy, Business Development, Strategic Partnerships, Financial Institutions, Marketing Strategy, Product Management, Strategy, Start-ups, Mobile Payments, E-commerce, New Business Development
Education
Oregon State University 1986 — 1990
BS, Finance & Economics
Marina Tukhin's UBS Investment Bank Experience March 2000 - April 2004
Job Head of AltA desk
Industry Investment Banking
Experience
bofa Head of Alt-A tradingBank of America2006 - Present
Deutsche Bahn AG May 2004 - May 2006
UBS Investment Bank March 2000 - April 2004
Merrill Lynch September 1996 - May 2000
Education
Pace University 1993 — 1996
bofa Head of Alt-A tradingBank of America2006 - Present
Deutsche Bahn AG May 2004 - May 2006
UBS Investment Bank March 2000 - April 2004
Merrill Lynch September 1996 - May 2000
Education
Pace University 1993 — 1996
Krishna Golugula's UBS Investment Bank Experience September 2010 - Present
Job Senior Implementation Architect at Guidewire Software
Industry Computer Software
Experience
Guidewire Software March 2012 - Present
UBS Investment Bank September 2010 - Present
UBS Investment Bank November 2009 - Present
GemStone Systems February 2009 - November 2009
NYMEX March 2007 - February 2009
Citigroup July 2006 - March 2007
Bear Stearns May 2005 - August 2006
ABN AMRO October 2004 - May 2005
CSC January 1997 - August 2004
Computer Sciences Corporation 2001 - 2004
Skills
Spring
Education
University of Hyderabad 1992 — 1993
M. Tech, computer science
Osmania University 1989 — 1990
PGDCA, Computer Applications
Osmania University 1986 — 1988
M.Sc, Statistics
Guidewire Software March 2012 - Present
UBS Investment Bank September 2010 - Present
UBS Investment Bank November 2009 - Present
GemStone Systems February 2009 - November 2009
NYMEX March 2007 - February 2009
Citigroup July 2006 - March 2007
Bear Stearns May 2005 - August 2006
ABN AMRO October 2004 - May 2005
CSC January 1997 - August 2004
Computer Sciences Corporation 2001 - 2004
Skills
Spring
Education
University of Hyderabad 1992 — 1993
M. Tech, computer science
Osmania University 1989 — 1990
PGDCA, Computer Applications
Osmania University 1986 — 1988
M.Sc, Statistics
Mohammed Mostafa's UBS Investment Bank Experience April 2006 - January 2008
Job IT Strategy and MIS Consultant
Industry Information Technology and Services
Experience
Independent November 1997 - Present
Banque Du Caire January 2009 - October 2013
UBS Investment Bank April 2006 - January 2008
Accenture September 1994 - May 2004
Skills
IT Strategy, Data Warehousing, SOA, Business Analysis, Banking, Team Management, SQL, Change Management, Project Management, Integration, Requirements Analysis, Enterprise Architecture, Risk Management, Business Intelligence, AML, Applications Software..., Information Technology, Management
Education
Pace University 1993 — 1996
Master's degree, Computer Science
Independent November 1997 - Present
Banque Du Caire January 2009 - October 2013
UBS Investment Bank April 2006 - January 2008
Accenture September 1994 - May 2004
Skills
IT Strategy, Data Warehousing, SOA, Business Analysis, Banking, Team Management, SQL, Change Management, Project Management, Integration, Requirements Analysis, Enterprise Architecture, Risk Management, Business Intelligence, AML, Applications Software..., Information Technology, Management
Education
Pace University 1993 — 1996
Master's degree, Computer Science
Gerard Liubicich's UBS Investment Bank Experience August 2008 - January 2009
Job Analyst
Industry Financial Services
Experience
Societe Generale/Newedge March 2011 - Present
Primerica Financial Services September 2009 - March 2011
Liberty Health/Jersey City Medical Center April 2009 - July 2009
UBS Investment Bank August 2008 - January 2009
KV Execution Services LLC/Bear Wagner Specialists June 1978 - March 2008
Education
Pace University - Lubin School of Business 1979 — 1983
Bachelor of Business Administration (BBA), Finance, General
Societe Generale/Newedge March 2011 - Present
Primerica Financial Services September 2009 - March 2011
Liberty Health/Jersey City Medical Center April 2009 - July 2009
UBS Investment Bank August 2008 - January 2009
KV Execution Services LLC/Bear Wagner Specialists June 1978 - March 2008
Education
Pace University - Lubin School of Business 1979 — 1983
Bachelor of Business Administration (BBA), Finance, General
Seth Levine's UBS Investment Bank Experience August 1998 - September 2011
Job Vice President, Operations at RBS Securities Inc.
Industry Financial Services
Experience
RBS Markets & International Banking November 2011 - Present
UBS Investment Bank August 1998 - September 2011
Meldisco 1997 - 1998
New York State Department of Labor 1995 - 1997
Skills
Business Objects, Excel, PowerPoint, Word, Trading Systems, Back Office, Vendor Management, Fixed Income, QlikView, MIS, Data Analysis, Change Management, Risk Management, AML, Due Diligence, Business Analysis
Education
Pace University 1992 — 1996
B.B.A Bachelors, Business Administration
New Rochelle High School 1989 — 1992
RBS Markets & International Banking November 2011 - Present
UBS Investment Bank August 1998 - September 2011
Meldisco 1997 - 1998
New York State Department of Labor 1995 - 1997
Skills
Business Objects, Excel, PowerPoint, Word, Trading Systems, Back Office, Vendor Management, Fixed Income, QlikView, MIS, Data Analysis, Change Management, Risk Management, AML, Due Diligence, Business Analysis
Education
Pace University 1992 — 1996
B.B.A Bachelors, Business Administration
New Rochelle High School 1989 — 1992
Roman Dranovsky's UBS Investment Bank Experience 1997 - 1998
Job Senior Developer/Analyst at Vitech Business Group, Inc.
Industry Computer Software
Experience
Vitech Business Group, Inc. ConsultantGoldman Sachs2000 - 2005
UBS Investment Bank 1997 - 1998
D&B 1997 - 1997
Education
Odessa State Polytechnic University 1967 — 1972
Vitech Business Group, Inc. ConsultantGoldman Sachs2000 - 2005
UBS Investment Bank 1997 - 1998
D&B 1997 - 1997
Education
Odessa State Polytechnic University 1967 — 1972
Geetha Goli's UBS Investment Bank Experience April 2007 - Present
Job QA Lead /Analyst at UBS Investment Bank
Industry Information Technology and Services
Christopher Pozzi's UBS Investment Bank Experience April 2011 - May 2015
Job Business Analyst at UBS Investment Bank
Industry Banking
Experience
UBS May 2015 - Present
UBS Investment Bank April 2011 - May 2015
EMC July 2010 - December 2010
UBS Investment Bank October 2007 - December 2008
GlobeOp Financial Services June 2006 - October 2007
KPMG US May 2003 - August 2003
KPMG US May 2001 - August 2001
Skills
Derivatives, Hedge Funds, Equities, Middle Office, Investment Banking, Microsoft Excel, Six Sigma, Process Improvement, Bloomberg, Fixed Income, Securities, Project Management, Microsoft Office, Teamwork, Swaps, Trading Systems, Visual Basic, Macro, Business Process..., Team Building, Procedure Manuals, Business Process..., Reporting & Analysis, Offshoring, Business Process..., Equity Derivatives, Risk Management
Education
Pace University 2000 — 2004
Bachelor's degree, Finance, General
Pace University - Lubin School of Business 2000 — 2004
Bachelor's degree, Accounting and Finance
UBS May 2015 - Present
UBS Investment Bank April 2011 - May 2015
EMC July 2010 - December 2010
UBS Investment Bank October 2007 - December 2008
GlobeOp Financial Services June 2006 - October 2007
KPMG US May 2003 - August 2003
KPMG US May 2001 - August 2001
Skills
Derivatives, Hedge Funds, Equities, Middle Office, Investment Banking, Microsoft Excel, Six Sigma, Process Improvement, Bloomberg, Fixed Income, Securities, Project Management, Microsoft Office, Teamwork, Swaps, Trading Systems, Visual Basic, Macro, Business Process..., Team Building, Procedure Manuals, Business Process..., Reporting & Analysis, Offshoring, Business Process..., Equity Derivatives, Risk Management
Education
Pace University 2000 — 2004
Bachelor's degree, Finance, General
Pace University - Lubin School of Business 2000 — 2004
Bachelor's degree, Accounting and Finance
Betsy Farina's UBS Investment Bank Experience FX Compensation/InvestigationsUBS1992 - Present
Job FX Compensation at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank FX Compensation/InvestigationsUBS1992 - Present
Education
Pace University 1977 — 1981
UBS Investment Bank FX Compensation/InvestigationsUBS1992 - Present
Education
Pace University 1977 — 1981
Ken Freeman's UBS Investment Bank Experience January 2003 - January 2006
Job Managing Director at Harpeth Fund Advisors
Industry Financial Services
Experience
Harpeth Fund Advisors February 2014 - Present
Harbert Management Corporation January 2011 - December 2013
Knight Capital Partners January 2007 - January 2011
UBS Investment Bank January 2003 - January 2006
Citigroup Investment Bank January 2001 - January 2003
CNET Networks 1997 - 2000
Discovery Channel January 1994 - January 1997
Skills
Institutional Investors, Venture Capital, Asset Management, Portfolio Management, Investments, Restructuring, Hedge Funds, Mergers, Business Development, Emerging Markets, Alternative Investments, Institutional..., Hedging, Finance, Investment Banking, Capital Markets, Equities, Corporate Development, Entrepreneurship, Mergers & Acquisitions, Asset Managment
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA, International Business
University of Massachusetts, Amherst 1982 — 1986
BS, History
Harpeth Fund Advisors February 2014 - Present
Harbert Management Corporation January 2011 - December 2013
Knight Capital Partners January 2007 - January 2011
UBS Investment Bank January 2003 - January 2006
Citigroup Investment Bank January 2001 - January 2003
CNET Networks 1997 - 2000
Discovery Channel January 1994 - January 1997
Skills
Institutional Investors, Venture Capital, Asset Management, Portfolio Management, Investments, Restructuring, Hedge Funds, Mergers, Business Development, Emerging Markets, Alternative Investments, Institutional..., Hedging, Finance, Investment Banking, Capital Markets, Equities, Corporate Development, Entrepreneurship, Mergers & Acquisitions, Asset Managment
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA, International Business
University of Massachusetts, Amherst 1982 — 1986
BS, History
Gary Timmerman's UBS Investment Bank Experience November 2010 - Present
Job Managing Director Head of U.S. Mortgage Finance at UBS Securities Co., Ltd
Industry Banking
Experience
UBS Investment Bank November 2010 - Present
Sterling National Bank April 2010 - January 2011
Credit Suisse 2000 - 2008
LaSalle Bank 1996 - 2000
PNC Mortgage 1988 - 1996
Skills
Mortgage Lending, Portfolio Management, Risk Management, Finance, Management, Credit Risk, Private Equity, Due Diligence, Credit, Financial Analysis, Hedge Funds, Loans, Trading, Structured Products, Valuation, Banking, Investments, Mortgage Banking, Capital Markets, Underwriting, Relationship Management, Mergers & Acquisitions, Loan Origination, Residential Mortgages, Operations Management, Financial Structuring, Bloomberg, Asset Based Lending, Funding, Fixed Income, Financial Modeling, Bonds, Credit Analysis, Securitization, Asset Management, Equities, Product Development, Structured Finance, Securities, Derivatives, Real Estate Economics, Investment Banking
Education
Northwestern University - Kellogg School of Management 1990 — 1992
MBA, Finance and Marketing
The University of Chicago 1978 — 1982
BA, Economics
UBS Investment Bank November 2010 - Present
Sterling National Bank April 2010 - January 2011
Credit Suisse 2000 - 2008
LaSalle Bank 1996 - 2000
PNC Mortgage 1988 - 1996
Skills
Mortgage Lending, Portfolio Management, Risk Management, Finance, Management, Credit Risk, Private Equity, Due Diligence, Credit, Financial Analysis, Hedge Funds, Loans, Trading, Structured Products, Valuation, Banking, Investments, Mortgage Banking, Capital Markets, Underwriting, Relationship Management, Mergers & Acquisitions, Loan Origination, Residential Mortgages, Operations Management, Financial Structuring, Bloomberg, Asset Based Lending, Funding, Fixed Income, Financial Modeling, Bonds, Credit Analysis, Securitization, Asset Management, Equities, Product Development, Structured Finance, Securities, Derivatives, Real Estate Economics, Investment Banking
Education
Northwestern University - Kellogg School of Management 1990 — 1992
MBA, Finance and Marketing
The University of Chicago 1978 — 1982
BA, Economics
Ahsan Saleem's UBS Investment Bank Experience April 2009 - May 2010
Job Senior Software Engineer at Comcast Cable
Industry Telecommunications
Experience
Comcast June 2010 - Present
UBS Investment Bank April 2009 - May 2010
Citibank February 2008 - March 2009
UBS Investment Bank August 2006 - August 2007
TD Waterhouse August 2005 - July 2006
FlexBerg November 2003 - March 2005
Skills
Big Data, CouchDB, Celery, RabbitMQ, Perl, SQL, Microsoft SQL Server, Databases, Oracle, Linux, Web Services, Requirements Analysis, Web Applications, Unix Shell Scripting, JavaScript, Solaris, Sybase, Python, PHP, C++, Integration, T-SQL, Apache, Ext JS, Thrift, Django, Agile Methodologies, Agile Project Management, Solr, ElasticSearch, Shell Scripting
Education
Pace University - Lubin School of Business 2009 — 2011
Master of Business Administration (MBA), Information Technology
University of South Alabama 2001 — 2005
BSc, Computer & Electrical Engineering
Comcast June 2010 - Present
UBS Investment Bank April 2009 - May 2010
Citibank February 2008 - March 2009
UBS Investment Bank August 2006 - August 2007
TD Waterhouse August 2005 - July 2006
FlexBerg November 2003 - March 2005
Skills
Big Data, CouchDB, Celery, RabbitMQ, Perl, SQL, Microsoft SQL Server, Databases, Oracle, Linux, Web Services, Requirements Analysis, Web Applications, Unix Shell Scripting, JavaScript, Solaris, Sybase, Python, PHP, C++, Integration, T-SQL, Apache, Ext JS, Thrift, Django, Agile Methodologies, Agile Project Management, Solr, ElasticSearch, Shell Scripting
Education
Pace University - Lubin School of Business 2009 — 2011
Master of Business Administration (MBA), Information Technology
University of South Alabama 2001 — 2005
BSc, Computer & Electrical Engineering
Grant Puster's UBS Investment Bank Experience August 2006 - June 2009
Job Senior Revenue Accountant at ShopKeep
Industry Food & Beverages
Experience
ShopKeep February 2015 - Present
Momofuku January 2013 - February 2015
13th Street Entertainment January 2010 - December 2012
UBS Investment Bank August 2006 - June 2009
Fox Sports Net August 2005 - January 2006
Skills
Microsoft Excel, Budgets, Microsoft Office, Financial Analysis, Strategic Planning, PowerPoint, Forecasting, Management, Income Statement, Leadership, Hospitality, Microsoft Word, Business Strategy, Contract Negotiation, Negotiation, Social Media, Customer Service, Food
Education
Occidental College 2002 — 2006
BA, Economics
Occidental College 2002 — 2006
B.S. Economics, Economics
ShopKeep February 2015 - Present
Momofuku January 2013 - February 2015
13th Street Entertainment January 2010 - December 2012
UBS Investment Bank August 2006 - June 2009
Fox Sports Net August 2005 - January 2006
Skills
Microsoft Excel, Budgets, Microsoft Office, Financial Analysis, Strategic Planning, PowerPoint, Forecasting, Management, Income Statement, Leadership, Hospitality, Microsoft Word, Business Strategy, Contract Negotiation, Negotiation, Social Media, Customer Service, Food
Education
Occidental College 2002 — 2006
BA, Economics
Occidental College 2002 — 2006
B.S. Economics, Economics
William O'Connell's UBS Investment Bank Experience January 2007 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS Investment Bank January 2007 - Present
UBS Investment Bank January 2000 - January 2007
UBS Investment Bank September 1997 - January 2000
Dillon Read Inc March 1993 - September 1997
CIGNA June 1991 - January 1993
Paramount Pictures May 1988 - June 1991
Education
Pace University 1986 — 1988
BBA, Finance
UBS Investment Bank January 2007 - Present
UBS Investment Bank January 2000 - January 2007
UBS Investment Bank September 1997 - January 2000
Dillon Read Inc March 1993 - September 1997
CIGNA June 1991 - January 1993
Paramount Pictures May 1988 - June 1991
Education
Pace University 1986 — 1988
BBA, Finance
Bill Isenberg's UBS Investment Bank Experience May 2002 - June 2008
Job Senior Vice President Sales at First Southwest Company
Industry Financial Services
Experience
First Southwest Company April 2014 - Present
Barclays Capital October 2008 - January 2014
Lehman Brothers July 2008 - October 2008
UBS Investment Bank May 2002 - June 2008
CIBC World Markets April 1998 - April 2002
Citigroup 1990 - 1998
Chemical Bank May 1986 - March 1990
Skills
Trading, Bonds, Series 7, Securities, Fixed Income, Series 63, Municipalities, Capital Markets, Investment Banking, Bloomberg, Derivatives, FINRA, Municipal Bonds, Municipal Sales, Trading Systems, Financial Markets, Portfolio Management, Hedge Funds, Structured Finance, Valuation, Financial Structuring, Options, Asset Management
Education
Pace University 1982 — 1986
Bus. Mgnt.
First Southwest Company April 2014 - Present
Barclays Capital October 2008 - January 2014
Lehman Brothers July 2008 - October 2008
UBS Investment Bank May 2002 - June 2008
CIBC World Markets April 1998 - April 2002
Citigroup 1990 - 1998
Chemical Bank May 1986 - March 1990
Skills
Trading, Bonds, Series 7, Securities, Fixed Income, Series 63, Municipalities, Capital Markets, Investment Banking, Bloomberg, Derivatives, FINRA, Municipal Bonds, Municipal Sales, Trading Systems, Financial Markets, Portfolio Management, Hedge Funds, Structured Finance, Valuation, Financial Structuring, Options, Asset Management
Education
Pace University 1982 — 1986
Bus. Mgnt.
Michele Gesser's UBS Investment Bank Experience 2007 - 2008
Job Chief Risk Officer at First New York Securities
Industry Capital Markets
Experience
First New York Securities April 2011 - Present
First New York Securities April 2010 - April 2011
Palladian Valuations January 2009 - April 2009
UBS Investment Bank 2007 - 2008
Merrill Lynch August 1998 - February 2007
Bankers Trust 1993 - 1994
Skills
Trading, Valuation, Fixed Income, Derivatives, Bonds, Risk Management, Bloomberg, Hedge Funds, Financial Structuring, Interest Rate..., Capital Markets, Structured Products, Options, Financial Risk, Financial Markets, Equities, Prime Brokerage, Investment Banking, Credit Derivatives, Equity Derivatives, Proprietary Trading, Swaps, Alternative Investments, FX Options, Hedging, Series 24, Series 7, Series 63
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Pace University
BBA, Finance
First New York Securities April 2011 - Present
First New York Securities April 2010 - April 2011
Palladian Valuations January 2009 - April 2009
UBS Investment Bank 2007 - 2008
Merrill Lynch August 1998 - February 2007
Bankers Trust 1993 - 1994
Skills
Trading, Valuation, Fixed Income, Derivatives, Bonds, Risk Management, Bloomberg, Hedge Funds, Financial Structuring, Interest Rate..., Capital Markets, Structured Products, Options, Financial Risk, Financial Markets, Equities, Prime Brokerage, Investment Banking, Credit Derivatives, Equity Derivatives, Proprietary Trading, Swaps, Alternative Investments, FX Options, Hedging, Series 24, Series 7, Series 63
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Pace University
BBA, Finance
Mandar Patankar's UBS Investment Bank Experience October 2013 - Present
Job Associate Director ( Risk and Margin IT) at UBS Investment Bank
Industry Computer Software
Experience
UBS Investment Bank October 2013 - Present
UBS London December 2009 - September 2013
UBS Investment Bank July 2007 - December 2009
UBS July 2007 - December 2009
Hudson Capital Group May 2004 - June 2007
Skills
Derivatives, Equity Derivatives, Market Risk, Options, Equities, Fixed Income, Investment Banking, Trading Systems, Quantitative Finance, Capital Markets, Hedge Funds, Electronic Trading, Portfolio Management, Market Data, Risk Management, Prime Brokerage, Business Analysis, SQL, Financial Risk, Trading, Software Project..., SDLC, Bloomberg, Oracle, Financial Markets, Requirements Analysis
Education
Pace University 2002 — 2004
MS, Computer science
UBS Investment Bank October 2013 - Present
UBS London December 2009 - September 2013
UBS Investment Bank July 2007 - December 2009
UBS July 2007 - December 2009
Hudson Capital Group May 2004 - June 2007
Skills
Derivatives, Equity Derivatives, Market Risk, Options, Equities, Fixed Income, Investment Banking, Trading Systems, Quantitative Finance, Capital Markets, Hedge Funds, Electronic Trading, Portfolio Management, Market Data, Risk Management, Prime Brokerage, Business Analysis, SQL, Financial Risk, Trading, Software Project..., SDLC, Bloomberg, Oracle, Financial Markets, Requirements Analysis
Education
Pace University 2002 — 2004
MS, Computer science
Irja Otsa's UBS Investment Bank Experience 2005 - December 2012
Job Student Dental Hygiene
Industry Hospital & Health Care
Experience
UBS Investment Bank 2005 - December 2012
DaimlerChrysler Capital Services 1997 - 2004
Fieldstone Private Capital Group Ltd 1995 - 1996
Concurrency Management Corp 1989 - 1995
Skills
Investment Banking, Contract Management, Corporate Finance, Portfolio Management, Leveraged Finance, Asset Management, Banking, Change Management, Financial Services, Project Management
Education
State University of New York at Buffalo - School of Management 1981 — 1986
BS, Finance and Management Information Systems
Norwalk Community College 2013 — 2016
UBS Investment Bank 2005 - December 2012
DaimlerChrysler Capital Services 1997 - 2004
Fieldstone Private Capital Group Ltd 1995 - 1996
Concurrency Management Corp 1989 - 1995
Skills
Investment Banking, Contract Management, Corporate Finance, Portfolio Management, Leveraged Finance, Asset Management, Banking, Change Management, Financial Services, Project Management
Education
State University of New York at Buffalo - School of Management 1981 — 1986
BS, Finance and Management Information Systems
Norwalk Community College 2013 — 2016
Doreen Fisher's UBS Investment Bank Experience 1994 - 2008
Job
Industry Financial Services
Experience
UBS Financial Services Inc September 2009 - September 2012
Edward Jones March 2009 - September 2009
UBS September 1994 - June 2008
UBS Investment Bank 1994 - 2008
UBS Investment Bank 1994 - 2008
UBS / PaineWebber 1994 - 2008
PaineWebber (UBS) 1993 - 2008
Skills
Series 63, Fixed Income, Securities, Bonds, Bloomberg, Trading, Investments, Portfolio Management, Wealth Management, Mutual Funds, Asset Allocation, Asset Managment, Investment Banking, Capital Markets, Investment Strategies, Equities
Education
Southern Methodist University 2005 — 2007
Certificate, CFP
Northwood University 1982 — 1984
BBA, Management
UBS Financial Services Inc September 2009 - September 2012
Edward Jones March 2009 - September 2009
UBS September 1994 - June 2008
UBS Investment Bank 1994 - 2008
UBS Investment Bank 1994 - 2008
UBS / PaineWebber 1994 - 2008
PaineWebber (UBS) 1993 - 2008
Skills
Series 63, Fixed Income, Securities, Bonds, Bloomberg, Trading, Investments, Portfolio Management, Wealth Management, Mutual Funds, Asset Allocation, Asset Managment, Investment Banking, Capital Markets, Investment Strategies, Equities
Education
Southern Methodist University 2005 — 2007
Certificate, CFP
Northwood University 1982 — 1984
BBA, Management
Tara Landau's UBS Investment Bank Experience October 1998 - November 2001
Job Private Accountant to the CEO/Family Office at Ellington Management Group
Industry Real Estate
Experience
The Trump Organization: Trump National 2001 - July 2011
UBS Investment Bank October 1998 - November 2001
Altschuler, Melvoin and Glasser LLP April 1997 - February 1998
Kenmar Advisory Corporation August 1994 - April 1997
Bear Stearns & Co July 1992 - August 1994
KPMG Peat Marwick 1987 - 1992
Skills
Financial Modeling, Cash Flow, Project Planning, Valuation, Leadership, Microsoft Excel, Management, Microsoft Office, Risk Management, Banking, Investments, Asset Management, Due Diligence, Strategic Planning, Analysis, Cash Flow Forecasting, Team Leadership, Insurance, Corporate Finance
Education
Pace University
BBA, Public Accounting
The Trump Organization: Trump National 2001 - July 2011
UBS Investment Bank October 1998 - November 2001
Altschuler, Melvoin and Glasser LLP April 1997 - February 1998
Kenmar Advisory Corporation August 1994 - April 1997
Bear Stearns & Co July 1992 - August 1994
KPMG Peat Marwick 1987 - 1992
Skills
Financial Modeling, Cash Flow, Project Planning, Valuation, Leadership, Microsoft Excel, Management, Microsoft Office, Risk Management, Banking, Investments, Asset Management, Due Diligence, Strategic Planning, Analysis, Cash Flow Forecasting, Team Leadership, Insurance, Corporate Finance
Education
Pace University
BBA, Public Accounting
William Drewry's UBS Investment Bank Experience May 2007 - December 2008
Job Founding Partner at Pursuit Merchant Bank
Industry Entertainment
Experience
Pursuit Merchant Bank July 2015 - Present
RBC Capital Markets May 2011 - Present
Diamond Castle Holdings 2009 - 2011
UBS Investment Bank May 2007 - December 2008
Credit Suisse First Boston 2000 - 2007
Credit Suisse 1998 - 2007
Donaldson, Lufkin & Jenrette/DLJ 1998 - 2000
Donaldson Lufkin & Jenrette 1998 - 2000
Paine Webber 1994 - 1998
Kidder Peabody & Company 1992 - 1994
Education
Old Dominion University
BA, History
Pursuit Merchant Bank July 2015 - Present
RBC Capital Markets May 2011 - Present
Diamond Castle Holdings 2009 - 2011
UBS Investment Bank May 2007 - December 2008
Credit Suisse First Boston 2000 - 2007
Credit Suisse 1998 - 2007
Donaldson, Lufkin & Jenrette/DLJ 1998 - 2000
Donaldson Lufkin & Jenrette 1998 - 2000
Paine Webber 1994 - 1998
Kidder Peabody & Company 1992 - 1994
Education
Old Dominion University
BA, History
Prasanna Upperi's UBS Investment Bank Experience November 2005 - May 2007
Job Principal Systems Engineer/Architect at Gartner Inc.
Industry Information Technology and Services
Experience
Gartner Inc. February 2014 - Present
Gartner Inc May 2007 - February 2014
UBS Investment Bank November 2005 - May 2007
Innova Solutions Inc June 2005 - November 2005
Skills
Websphere, OBIEE, Siebel, Maximo, Livelink, Oracle SOA Suite, Documentum, Operating Systems, Middleware, Informatica, Enterprise Architecture, SOA, Unix Shell Scripting, Release Management, Enterprise Content..., Hyperion EPM, Weblogic Administration, Weblogic, Testing, ITIL, Oracle, Requirements Analysis, Business Intelligence, Shell Scripting, WebLogic, WebSphere
Education
Osmania University 1995 — 1998
Master's Degree, Computer Science
Sri Krishnadevaraya University 1992 — 1995
Bachelor's Degree, Computer Science
Gartner Inc. February 2014 - Present
Gartner Inc May 2007 - February 2014
UBS Investment Bank November 2005 - May 2007
Innova Solutions Inc June 2005 - November 2005
Skills
Websphere, OBIEE, Siebel, Maximo, Livelink, Oracle SOA Suite, Documentum, Operating Systems, Middleware, Informatica, Enterprise Architecture, SOA, Unix Shell Scripting, Release Management, Enterprise Content..., Hyperion EPM, Weblogic Administration, Weblogic, Testing, ITIL, Oracle, Requirements Analysis, Business Intelligence, Shell Scripting, WebLogic, WebSphere
Education
Osmania University 1995 — 1998
Master's Degree, Computer Science
Sri Krishnadevaraya University 1992 — 1995
Bachelor's Degree, Computer Science
Craig Profusek's UBS Investment Bank Experience September 2008 - Present
Job Product Analyst at UBS Investment Bank (AIS)
Industry Financial Services
Experience
UBS Investment Bank September 2008 - Present
BMO Capital Markets 2006 - 2008
Merrill Lynch May 2005 - September 2006
CompHealth February 2004 - March 2005
Icon International September 2001 - February 2004
Education
Ohio Wesleyan University 1997 — 2001
BA, Economics
Boardman High School 1993 — 1997
UBS Investment Bank September 2008 - Present
BMO Capital Markets 2006 - 2008
Merrill Lynch May 2005 - September 2006
CompHealth February 2004 - March 2005
Icon International September 2001 - February 2004
Education
Ohio Wesleyan University 1997 — 2001
BA, Economics
Boardman High School 1993 — 1997
William Quigley's UBS Investment Bank Experience 2005 - 2009
Job COO / enterprise risk manager with background in capital markets, risk management and corporate governance
Industry Banking
Experience
Credit Suisse 2009 - 2011
UBS Investment Bank 2005 - 2009
Calyon 2003 - 2005
Credit Agricole Indosuez 1997 - 2003
Credit Agricole 1993 - 1997
Bank of Boston 1988 - 1993
Skills
Fixed Income, Valuation, Risk Management, Trading, Risk, Governance, Market Risk, Business Management, Enterprise Risk..., Operational Risk, Project management, Process Management, Financial Risk, Investment Banking
Education
Northwestern University - Kellogg School of Management 1986 — 1988
MBA
Penn State University 1979 — 1983
BS
Credit Suisse 2009 - 2011
UBS Investment Bank 2005 - 2009
Calyon 2003 - 2005
Credit Agricole Indosuez 1997 - 2003
Credit Agricole 1993 - 1997
Bank of Boston 1988 - 1993
Skills
Fixed Income, Valuation, Risk Management, Trading, Risk, Governance, Market Risk, Business Management, Enterprise Risk..., Operational Risk, Project management, Process Management, Financial Risk, Investment Banking
Education
Northwestern University - Kellogg School of Management 1986 — 1988
MBA
Penn State University 1979 — 1983
BS
Jurij Priatka's UBS Investment Bank Experience 2001 - 2007
Job Director at Societe Generale
Industry Banking
Experience
Societe Generale June 2007 - Present
UBS Investment Bank 2001 - 2007
UBS 2001 - 2007
JPMorgan Chase 1993 - 2001
Education
Pace University 1984 — 1989
BS, Accounting
Pace University - Lubin School of Business
Societe Generale June 2007 - Present
UBS Investment Bank 2001 - 2007
UBS 2001 - 2007
JPMorgan Chase 1993 - 2001
Education
Pace University 1984 — 1989
BS, Accounting
Pace University - Lubin School of Business
Monica Grbic's UBS Investment Bank Experience November 2002 - June 2004
Job Network Administrator at King Low Heywood Thomas
Industry Information Technology and Services
Experience
King Low Heywood Thomas November 2011 - Present
UBS Investment Bank November 2002 - June 2004
Kraft Foods May 1999 - April 2003
Education
Pace University 2001 — 2003
MS, Computer Science
Pace University
BS, Information Systems
King Low Heywood Thomas November 2011 - Present
UBS Investment Bank November 2002 - June 2004
Kraft Foods May 1999 - April 2003
Education
Pace University 2001 — 2003
MS, Computer Science
Pace University
BS, Information Systems
Natalie Pearson's UBS Investment Bank Experience January 2008 - Present
Job HR Manager at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank January 2008 - Present
Warner Music Group June 2006 - December 2008
Skills
Talent Management, Onboarding, Recruiting, Talent Acquisition, Succession Planning, Employee Relations, HRIS, Human Resources, Employee Engagement, Deferred Compensation, Applicant Tracking...
Education
Ohio Wesleyan University 2002 — 2006
UBS Investment Bank January 2008 - Present
Warner Music Group June 2006 - December 2008
Skills
Talent Management, Onboarding, Recruiting, Talent Acquisition, Succession Planning, Employee Relations, HRIS, Human Resources, Employee Engagement, Deferred Compensation, Applicant Tracking...
Education
Ohio Wesleyan University 2002 — 2006
Jim Carrow's UBS Investment Bank Experience June 2000 - Present
Job Executive Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank June 2000 - Present
Education
Northwestern University - Kellogg School of Management
UBS Investment Bank June 2000 - Present
Education
Northwestern University - Kellogg School of Management
Samuel Awoniyi's UBS Investment Bank Experience July 2003 - November 2006
Job Senior Database Admininstrator at McKinsey & Company
Industry Information Technology and Services
Experience
McKinsey & Company September 2011 - Present
TradeWeb November 2006 - September 2011
UBS Investment Bank July 2003 - November 2006
MAXIMUS January 2003 - June 2003
ADP Wilco September 2000 - March 2003
Skills
Fixed Income, Electronic Trading, Business Analysis, Software Project..., SDLC, SQL, Integration, Database Design, Trading Systems, Microsoft SQL Server, Agile Methodologies, Requirements Analysis, Project Management, Unix, Change Management, Software Documentation, SharePoint, PL/SQL, SSIS, Perl
Education
University of Leeds 1999 — 2000
M.Sc, Information Technology
Obafemi Awolowo University 1990 — 1997
B.Sc, Computer Science with Economics
McKinsey & Company September 2011 - Present
TradeWeb November 2006 - September 2011
UBS Investment Bank July 2003 - November 2006
MAXIMUS January 2003 - June 2003
ADP Wilco September 2000 - March 2003
Skills
Fixed Income, Electronic Trading, Business Analysis, Software Project..., SDLC, SQL, Integration, Database Design, Trading Systems, Microsoft SQL Server, Agile Methodologies, Requirements Analysis, Project Management, Unix, Change Management, Software Documentation, SharePoint, PL/SQL, SSIS, Perl
Education
University of Leeds 1999 — 2000
M.Sc, Information Technology
Obafemi Awolowo University 1990 — 1997
B.Sc, Computer Science with Economics
Gavan Tarayao's UBS Investment Bank Experience April 2001 - June 2009
Job Network Engineer
Industry Computer Networking
Experience
Brigham Young University June 2013 - Present
ITT Exelis September 2011 - March 2013
LAN/WAN Professional January 2011 - August 2011
Ellison October 2009 - October 2010
Ellison June 2009 - August 2009
UBS Investment Bank April 2001 - June 2009
IBM October 1998 - February 2001
Skills
CCNA, CCNA (Voice, Security,..., CCNP, Switches, Security, Cisco IOS, EIGRP, Cisco Technologies, Network Security, Cisco Certified, VPN, Photoshop, OSPF, LAN-WAN, Illustrator, TCP/IP, DNS, Network Administration, Firewalls, WAN, Routing, Network Design, VLAN, IPv6, Cisco Routers, IPSec, Routing Protocols, Active Directory, Computer Hardware, Microsoft Exchange, Cisco Call Manager, Networking, Virtualization, Juniper, VMware, Windows, Network Architecture, VMware ESX, VoIP, Cisco Nexus, Windows 7, Troubleshooting, Frame Relay, Operating Systems, DHCP, Routers, Windows Server, RIP, BGP, Wireless Networking
Education
Orange Coast College 2010 — 2011
Under Graduate
BYU-Hawaii 1996 — 1997
Computer Science
Brigham Young University June 2013 - Present
ITT Exelis September 2011 - March 2013
LAN/WAN Professional January 2011 - August 2011
Ellison October 2009 - October 2010
Ellison June 2009 - August 2009
UBS Investment Bank April 2001 - June 2009
IBM October 1998 - February 2001
Skills
CCNA, CCNA (Voice, Security,..., CCNP, Switches, Security, Cisco IOS, EIGRP, Cisco Technologies, Network Security, Cisco Certified, VPN, Photoshop, OSPF, LAN-WAN, Illustrator, TCP/IP, DNS, Network Administration, Firewalls, WAN, Routing, Network Design, VLAN, IPv6, Cisco Routers, IPSec, Routing Protocols, Active Directory, Computer Hardware, Microsoft Exchange, Cisco Call Manager, Networking, Virtualization, Juniper, VMware, Windows, Network Architecture, VMware ESX, VoIP, Cisco Nexus, Windows 7, Troubleshooting, Frame Relay, Operating Systems, DHCP, Routers, Windows Server, RIP, BGP, Wireless Networking
Education
Orange Coast College 2010 — 2011
Under Graduate
BYU-Hawaii 1996 — 1997
Computer Science
Jared Rosenfeld's UBS Investment Bank Experience July 2010 - Present
Job Associate Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank July 2010 - Present
Citigroup August 2007 - July 2010
Fremont Bank September 2005 - June 2007
Skills
Equity Derivatives, Equities, Legal Contract Review, Confirmation, Markitwire, Emerging Markets, ISDA negotiations, Dodd-Frank, Swaps
Education
Pace University 2003 — 2005
Master of Business Administration (M.B.A.), Marketing
Syracuse University
Bachelor of Science (B.S.), Marketing
UBS Investment Bank July 2010 - Present
Citigroup August 2007 - July 2010
Fremont Bank September 2005 - June 2007
Skills
Equity Derivatives, Equities, Legal Contract Review, Confirmation, Markitwire, Emerging Markets, ISDA negotiations, Dodd-Frank, Swaps
Education
Pace University 2003 — 2005
Master of Business Administration (M.B.A.), Marketing
Syracuse University
Bachelor of Science (B.S.), Marketing
Brian Ehlis's UBS Investment Bank Experience February 2015 - March 2015
Job Equities Market Risk Manager
Industry Financial Services
Experience
BMO Financial Group April 2015 - Present
UBS Investment Bank February 2015 - March 2015
UBS Investment Bank July 2012 - February 2015
Morgan Stanley February 2011 - July 2012
Morgan Stanley June 2009 - February 2011
Citigroup June 2008 - August 2008
RBC Wealth Management June 2007 - August 2007
Skills
Excel, SQL, Equity Derivatives, VAR, Financial Analysis, Corporate Finance, Risk Management, Bloomberg, VBA, Time Series Analysis, Statistical Arbitrage, Exotic Derivatives, Market Risk, Matlab
Education
Oklahoma State University 2007 — 2009
Masters, Quantitative Finance
Oklahoma State University 2003 — 2007
Bachelors of Science, Finance
BMO Financial Group April 2015 - Present
UBS Investment Bank February 2015 - March 2015
UBS Investment Bank July 2012 - February 2015
Morgan Stanley February 2011 - July 2012
Morgan Stanley June 2009 - February 2011
Citigroup June 2008 - August 2008
RBC Wealth Management June 2007 - August 2007
Skills
Excel, SQL, Equity Derivatives, VAR, Financial Analysis, Corporate Finance, Risk Management, Bloomberg, VBA, Time Series Analysis, Statistical Arbitrage, Exotic Derivatives, Market Risk, Matlab
Education
Oklahoma State University 2007 — 2009
Masters, Quantitative Finance
Oklahoma State University 2003 — 2007
Bachelors of Science, Finance
Surender Adavelly's UBS Investment Bank Experience July 2009 - December 2010
Job Business Analyst at Verizon Business
Industry Computer Software
Experience
Verizon Business January 2011 - June 2012
UBS Investment Bank July 2009 - December 2010
Career Education Corporation July 2008 - May 2009
JPMorgan Chase February 2003 - May 2008
Education
Osmania University
Verizon Business January 2011 - June 2012
UBS Investment Bank July 2009 - December 2010
Career Education Corporation July 2008 - May 2009
JPMorgan Chase February 2003 - May 2008
Education
Osmania University
Veerendra Bulusu's UBS Investment Bank Experience November 2007 - December 2008
Job at
Industry Information Technology and Services
Experience
HighPoint Solutions 2011 - Present
abbott labotories March 2011 - July 2012
Forest Laboratories February 2011 - March 2011
CenturyLink January 2009 - January 2011
UBS Investment Bank November 2007 - December 2008
Firemans Fund Insurance Company March 2007 - October 2007
SAAHI SYSTEMS LTD 2004 - 2006
Skills
ETL, Informatica, Data Warehousing, Data Integration, PL/SQL, Data Modeling, Oracle, Business Intelligence, Teradata, SDLC, Data Warehouse..., Unix Shell Scripting, Master Data Management, Microsoft SQL Server, Erwin, Dimensional Modeling, SSIS, OLAP, Business Objects, Data Quality, Cognos, Data Migration, DB2, IDQ, Informatica B2B, Informatica IOD, PMPC, QlikView Development, SSRS, SSDT, UC4, Model N, DataStage, DataFlux, SAP BW, SAP HANA, Salesforce.com, Enterprise Architecture
Education
Osmania University 2000 — 2003
M.Tech, Computer Science Engineering
SKVT DEGREE COLLEGE
HighPoint Solutions 2011 - Present
abbott labotories March 2011 - July 2012
Forest Laboratories February 2011 - March 2011
CenturyLink January 2009 - January 2011
UBS Investment Bank November 2007 - December 2008
Firemans Fund Insurance Company March 2007 - October 2007
SAAHI SYSTEMS LTD 2004 - 2006
Skills
ETL, Informatica, Data Warehousing, Data Integration, PL/SQL, Data Modeling, Oracle, Business Intelligence, Teradata, SDLC, Data Warehouse..., Unix Shell Scripting, Master Data Management, Microsoft SQL Server, Erwin, Dimensional Modeling, SSIS, OLAP, Business Objects, Data Quality, Cognos, Data Migration, DB2, IDQ, Informatica B2B, Informatica IOD, PMPC, QlikView Development, SSRS, SSDT, UC4, Model N, DataStage, DataFlux, SAP BW, SAP HANA, Salesforce.com, Enterprise Architecture
Education
Osmania University 2000 — 2003
M.Tech, Computer Science Engineering
SKVT DEGREE COLLEGE
Brian Stein's UBS Investment Bank Experience June 2007 - December 2009
Job Director Basel Capital Calculation at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America February 2015 - Present
Bank of America May 2012 - February 2015
Barclays Capital January 2010 - May 2012
UBS Investment Bank June 2007 - December 2009
UBS Investment Bank June 2006 - August 2006
MyVest July 2001 - August 2005
TenFold July 1998 - July 2001
University of Illinois at Urbana-Champaign September 1996 - May 1998
Skills
Market Risk, Data Analysis, Basel III, SFA, SSFA, Regulatory Reporting, Python, VBA, Non-Significant..., Standard Charges, Value at Risk, CCAR, Stress Testing, Forecasting
Education
University of Michigan 2005 — 2006
M.S.E., Financial Engineering
University of Illinois at Urbana-Champaign 1996 — 1998
M.S., Mathematics
University of Michigan 1992 — 1996
B.S., Mathematics
Oregon State University 1995 — 1995
NSF funded summer research program, Mathematics
Bank of America February 2015 - Present
Bank of America May 2012 - February 2015
Barclays Capital January 2010 - May 2012
UBS Investment Bank June 2007 - December 2009
UBS Investment Bank June 2006 - August 2006
MyVest July 2001 - August 2005
TenFold July 1998 - July 2001
University of Illinois at Urbana-Champaign September 1996 - May 1998
Skills
Market Risk, Data Analysis, Basel III, SFA, SSFA, Regulatory Reporting, Python, VBA, Non-Significant..., Standard Charges, Value at Risk, CCAR, Stress Testing, Forecasting
Education
University of Michigan 2005 — 2006
M.S.E., Financial Engineering
University of Illinois at Urbana-Champaign 1996 — 1998
M.S., Mathematics
University of Michigan 1992 — 1996
B.S., Mathematics
Oregon State University 1995 — 1995
NSF funded summer research program, Mathematics
Charles Rowe's UBS Investment Bank Experience April 2005 - February 2007
Job System Administrator at NewOak Capital
Industry Information Technology and Services
Experience
NewOak Capital April 2012 - Present
SupportSpace, Ltd. May 2008 - April 2010
LPL Financial August 2007 - March 2009
UBS Investment Bank April 2005 - February 2007
US Securities and Exchange Commission September 2002 - April 2005
Skills
Troubleshooting, Active Directory, Windows Server, Microsoft Exchange, Information Technology, Technical Support, DNS, SharePoint, IT Service Management, IT Management, Software Documentation, Data Center
Education
Pace University 2000 — 2005
Bachelor of Science, Information Systems
NewOak Capital April 2012 - Present
SupportSpace, Ltd. May 2008 - April 2010
LPL Financial August 2007 - March 2009
UBS Investment Bank April 2005 - February 2007
US Securities and Exchange Commission September 2002 - April 2005
Skills
Troubleshooting, Active Directory, Windows Server, Microsoft Exchange, Information Technology, Technical Support, DNS, SharePoint, IT Service Management, IT Management, Software Documentation, Data Center
Education
Pace University 2000 — 2005
Bachelor of Science, Information Systems
Sharath Kumar Cirupati's UBS Investment Bank Experience June 2011 - August 2011
Job Member Technical Staff at CommVault
Industry Computer Software
Experience
CommVault August 2012 - Present
iCIMS May 2012 - August 2012
Rutgers University January 2010 - December 2011
UBS Investment Bank June 2011 - August 2011
Rutgers University September 2010 - February 2011
IEEE July 2010 - August 2010
Keane August 2006 - December 2008
Skills
Java, J2EE, JSP, JDBC, Servlets, C++, SQL, Grails, XML, JavaScript, Oracle, MySQL, C, Web Development, Web Services, Java Enterprise Edition, Object Oriented Design, Shell Scripting, Software Development, Android Development, Programming, Algorithms
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2011
Masters, Computer Science
Osmania University 2002 — 2006
B. E., Computer Science
CommVault August 2012 - Present
iCIMS May 2012 - August 2012
Rutgers University January 2010 - December 2011
UBS Investment Bank June 2011 - August 2011
Rutgers University September 2010 - February 2011
IEEE July 2010 - August 2010
Keane August 2006 - December 2008
Skills
Java, J2EE, JSP, JDBC, Servlets, C++, SQL, Grails, XML, JavaScript, Oracle, MySQL, C, Web Development, Web Services, Java Enterprise Edition, Object Oriented Design, Shell Scripting, Software Development, Android Development, Programming, Algorithms
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2011
Masters, Computer Science
Osmania University 2002 — 2006
B. E., Computer Science
Deirdre Clarke's UBS Investment Bank Experience January 2008 - December 2008
Job Portfolio Administrator at Thomson Horstmann & Bryant
Industry Financial Services
Experience
Thomson Horstmann & Bryant October 2010 - April 2015
UBS Investment Bank January 2008 - December 2008
JPMorgan Chase Bank December 2007 - January 2008
SAC Capital August 2006 - October 2007
Education
Norwalk Community College 2009 — 2009
Certificate, Bookkeeping
University of Cambridge 1984 — 1984
American/British Policies
Villanova University 1980 — 1984
BA, Geography/Cartography
Thomson Horstmann & Bryant October 2010 - April 2015
UBS Investment Bank January 2008 - December 2008
JPMorgan Chase Bank December 2007 - January 2008
SAC Capital August 2006 - October 2007
Education
Norwalk Community College 2009 — 2009
Certificate, Bookkeeping
University of Cambridge 1984 — 1984
American/British Policies
Villanova University 1980 — 1984
BA, Geography/Cartography
Elliott Hyungjin Im's UBS Investment Bank Experience February 2006 - October 2009
Job Summer Law Clerk at Simpson Thacher & Bartlett LLP
Industry Legal Services
Experience
Simpson Thacher & Bartlett LLP September 2014 - Present
Northwestern University August 2011 - Present
Simpson Thacher & Bartlett LLP June 2013 - August 2013
RR Donnelly June 2012 - August 2012
Kim & Chang May 2012 - June 2012
BNP Paribas January 2011 - June 2011
Colony Capital July 2010 - December 2010
UBS Investment Bank February 2006 - October 2009
Skills
Investment Banking, Valuation, Private Equity, Financial Modeling, Venture Capital, Mergers, Capital Markets, Mergers & Acquisitions, Due Diligence
Education
Northwestern University - Kellogg School of Management 2011 — 2014
JD-MBA
Yonsei University 1999 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Simpson Thacher & Bartlett LLP September 2014 - Present
Northwestern University August 2011 - Present
Simpson Thacher & Bartlett LLP June 2013 - August 2013
RR Donnelly June 2012 - August 2012
Kim & Chang May 2012 - June 2012
BNP Paribas January 2011 - June 2011
Colony Capital July 2010 - December 2010
UBS Investment Bank February 2006 - October 2009
Skills
Investment Banking, Valuation, Private Equity, Financial Modeling, Venture Capital, Mergers, Capital Markets, Mergers & Acquisitions, Due Diligence
Education
Northwestern University - Kellogg School of Management 2011 — 2014
JD-MBA
Yonsei University 1999 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Lesley Tejeda-Deleon's UBS Investment Bank Experience January 2014 - Present
Job Executive/Team Assistant at UBS Investment Bank
Industry Executive Office
Experience
UBS Investment Bank January 2014 - Present
Confidential - High Net Worth Family Office June 2005 - May 2013
Ryan, Ryan, Johnson & Deluca September 2005 - June 2007
Equity Office Properties January 2001 - September 2005
Boys & Girls Club of Greenwich August 2000 - July 2002
Skills
Self-motivated Team..., Accurate and detailed, Project Management, Microsoft Office, Works well under..., Result Oriented, Strong organizational..., Vendor Management, Energetic work attitude, Event Management, Troubleshooting, Leadership, Administration, Customer Service, Management, Microsoft Excel, Teamwork
Education
Norwalk Community College
Associate of Science (A.S.), Early Childhood Education and Teaching
UBS Investment Bank January 2014 - Present
Confidential - High Net Worth Family Office June 2005 - May 2013
Ryan, Ryan, Johnson & Deluca September 2005 - June 2007
Equity Office Properties January 2001 - September 2005
Boys & Girls Club of Greenwich August 2000 - July 2002
Skills
Self-motivated Team..., Accurate and detailed, Project Management, Microsoft Office, Works well under..., Result Oriented, Strong organizational..., Vendor Management, Energetic work attitude, Event Management, Troubleshooting, Leadership, Administration, Customer Service, Management, Microsoft Excel, Teamwork
Education
Norwalk Community College
Associate of Science (A.S.), Early Childhood Education and Teaching
Wesline Mondestin's UBS Investment Bank Experience September 2006 - June 2007
Job Radiology Patient Administrator
Industry Executive Office
Experience
FujiMedical Systems June 2007 - Present
Fujifilm Medical Systems June 2007 - Present
UBS Investment Bank September 2006 - June 2007
ADVO, Inc August 2001 - July 2006
ADVO, INC August 2001 - July 2006
Pitney Bowes September 2000 - August 2001
Education
Norwalk Community College
FujiMedical Systems June 2007 - Present
Fujifilm Medical Systems June 2007 - Present
UBS Investment Bank September 2006 - June 2007
ADVO, Inc August 2001 - July 2006
ADVO, INC August 2001 - July 2006
Pitney Bowes September 2000 - August 2001
Education
Norwalk Community College
Christopher Gaynor's UBS Investment Bank Experience 2007 - 2009
Job Vice President, Mergers & Acquisitions at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets 2014 - Present
Moelis & Company 2009 - 2014
UBS Investment Bank 2007 - 2009
UBS Investment Bank 2003 - 2007
Louis Dreyfus Commodities 2002 - 2003
Education
Our Lady of Lourdes High School
Pace University
Bachelor of Business Administration (BBA), Finance / Economics
BMO Capital Markets 2014 - Present
Moelis & Company 2009 - 2014
UBS Investment Bank 2007 - 2009
UBS Investment Bank 2003 - 2007
Louis Dreyfus Commodities 2002 - 2003
Education
Our Lady of Lourdes High School
Pace University
Bachelor of Business Administration (BBA), Finance / Economics
Lavanya Sri's UBS Investment Bank Experience February 2007 - Present
Job at UBS
Industry Investment Banking
Experience
UBS Investment Bank February 2007 - Present
Factset Research systems April 2005 - February 2007
Skills
Hedge Funds, Equities
Education
Osmania University
B.COM, Commerce
UBS Investment Bank February 2007 - Present
Factset Research systems April 2005 - February 2007
Skills
Hedge Funds, Equities
Education
Osmania University
B.COM, Commerce
Paul Suhar's UBS Investment Bank Experience December 2007 - June 2014
Job Prime Brokerage Client Service Rep at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2014 - Present
UBS Investment Bank December 2007 - June 2014
BDO Seidman August 2005 - December 2007
Skills
Hedge Funds, Prime Brokerage, FX Options, Trading, Financial Services, Settlement, Financial Risk, Corporate Actions, Equities, Fixed Income, Derivatives, Investment Banking, Bloomberg, Capital Markets, Alternative Investments, Series 7
Education
Ohio Wesleyan University 2001 — 2005
Bachelors, Accounting
Morgan Stanley June 2014 - Present
UBS Investment Bank December 2007 - June 2014
BDO Seidman August 2005 - December 2007
Skills
Hedge Funds, Prime Brokerage, FX Options, Trading, Financial Services, Settlement, Financial Risk, Corporate Actions, Equities, Fixed Income, Derivatives, Investment Banking, Bloomberg, Capital Markets, Alternative Investments, Series 7
Education
Ohio Wesleyan University 2001 — 2005
Bachelors, Accounting
Yan Hong Rui's UBS Investment Bank Experience November 2014 - Present
Job UBS Primary Settlements Closer
Industry Banking
Experience
UBS Investment Bank November 2014 - Present
Sumitomo Mitsui Banking Corporation July 2014 - November 2014
Sumitomo Mitsui Banking Corporation August 2011 - July 2014
HSH Nordbank March 2007 - December 2010
JPMorgan Chase August 2006 - December 2006
Morgan Stanley January 2006 - April 2006
Skills
Credit Analysis, Loans, Financial Analysis, Credit, Credit Risk, Banking, Structured Finance, Risk Management, Fixed Income, Portfolio Management, Loan Servicing, Investment Banking, Commercial Banking, Cash Management, Financial Risk, Account Reconciliation, Capital Markets, Finance, Derivatives, Operational Risk, Asset Management
Education
Pace University 2010 — 2013
MBA, Financial Management & HR Management, 3.7
Pace University 2005 — 2006
BA, Finance
UBS Investment Bank November 2014 - Present
Sumitomo Mitsui Banking Corporation July 2014 - November 2014
Sumitomo Mitsui Banking Corporation August 2011 - July 2014
HSH Nordbank March 2007 - December 2010
JPMorgan Chase August 2006 - December 2006
Morgan Stanley January 2006 - April 2006
Skills
Credit Analysis, Loans, Financial Analysis, Credit, Credit Risk, Banking, Structured Finance, Risk Management, Fixed Income, Portfolio Management, Loan Servicing, Investment Banking, Commercial Banking, Cash Management, Financial Risk, Account Reconciliation, Capital Markets, Finance, Derivatives, Operational Risk, Asset Management
Education
Pace University 2010 — 2013
MBA, Financial Management & HR Management, 3.7
Pace University 2005 — 2006
BA, Finance
Lawrence Waters's UBS Investment Bank Experience July 2006 - September 2007
Job Systems Analyst at CBP
Industry Information Technology and Services
Experience
CBP April 2012 - Present
Sikorsky Aircraft May 2011 - April 2012
Diageo November 2010 - June 2011
Greenwich Associates December 2007 - July 2010
Town of New Fairfield January 2002 - January 2010
UBS Investment Bank July 2006 - September 2007
Berkeley College January 1996 - June 2006
Huntington Learning Center January 1995 - January 2000
Berkeley College January 1996 - December 1999
Stella Maris HS September 1985 - June 1995
Skills
Microsoft Excel, Troubleshooting, Outlook, Databases, Data Analysis, Access, PowerPoint, Analysis, Microsoft Office, Software Documentation, Research, Microsoft Word, Consulting, Microsoft CRM
Education
Pace University 1997 — 1999
Master of Science, Computer Science/Information Systems
State University of New York College at Oswego 1976 — 1980
B.A, Sociology
CBP April 2012 - Present
Sikorsky Aircraft May 2011 - April 2012
Diageo November 2010 - June 2011
Greenwich Associates December 2007 - July 2010
Town of New Fairfield January 2002 - January 2010
UBS Investment Bank July 2006 - September 2007
Berkeley College January 1996 - June 2006
Huntington Learning Center January 1995 - January 2000
Berkeley College January 1996 - December 1999
Stella Maris HS September 1985 - June 1995
Skills
Microsoft Excel, Troubleshooting, Outlook, Databases, Data Analysis, Access, PowerPoint, Analysis, Microsoft Office, Software Documentation, Research, Microsoft Word, Consulting, Microsoft CRM
Education
Pace University 1997 — 1999
Master of Science, Computer Science/Information Systems
State University of New York College at Oswego 1976 — 1980
B.A, Sociology
Jo Ann Powers's UBS Investment Bank Experience January 2007 - December 2008
Job Executive Administrative Personal Assistant || Open to New Opportunities
Industry Investment Banking
Experience
Leaders in Executive Administrative Personal Assistance in Greater Fairfield County Area 2012 - Present
UBS Investment Bank January 2007 - December 2008
UBS Investment Bank January 2000 - December 2007
UBS Investment Bank January 1998 - December 2000
Fine Host Corporation January 1996 - December 1998
Pitney Bowes January 1985 - December 1990
Pitney Bowes January 1983 - December 1985
Skills
Fixed Income, Securities, Investment Banking, Trading, Bonds, Executive..., Executive Administrative
Education
Norwalk Community College
Leaders in Executive Administrative Personal Assistance in Greater Fairfield County Area 2012 - Present
UBS Investment Bank January 2007 - December 2008
UBS Investment Bank January 2000 - December 2007
UBS Investment Bank January 1998 - December 2000
Fine Host Corporation January 1996 - December 1998
Pitney Bowes January 1985 - December 1990
Pitney Bowes January 1983 - December 1985
Skills
Fixed Income, Securities, Investment Banking, Trading, Bonds, Executive..., Executive Administrative
Education
Norwalk Community College
Scheeler Devis's UBS Investment Bank Experience September 2004 - December 2009
Job BSA / AML Consultant at BBVA
Industry Management Consulting
Experience
BBVA April 2013 - Present
Commerce Department & Haitian Congress November 2011 - November 2013
SCHELANED, S.A January 2010 - December 2011
UBS Investment Bank September 2004 - December 2009
FINRA (NASD) 1996 - 2004
Skills
Financial Risk, Securities, Capital Markets, Risk Management, Equities, AML, Derivatives, Options, Hedge Funds, Due Diligence, Management, Investment Banking, Trading, Private Equity, Asset Management, Bloomberg, Financial Markets, Fixed Income
Education
Pace University 1989 — 1993
BBA, Finance
Pace University - Lubin School of Business 1989 — 1993
BBA, Finance - Law
BBVA April 2013 - Present
Commerce Department & Haitian Congress November 2011 - November 2013
SCHELANED, S.A January 2010 - December 2011
UBS Investment Bank September 2004 - December 2009
FINRA (NASD) 1996 - 2004
Skills
Financial Risk, Securities, Capital Markets, Risk Management, Equities, AML, Derivatives, Options, Hedge Funds, Due Diligence, Management, Investment Banking, Trading, Private Equity, Asset Management, Bloomberg, Financial Markets, Fixed Income
Education
Pace University 1989 — 1993
BBA, Finance
Pace University - Lubin School of Business 1989 — 1993
BBA, Finance - Law
Magdalena DiPaolo's UBS Investment Bank Experience January 2007 - May 2012
Job Energy Analyst Santa Buckley Energy, Inc.
Industry Oil & Energy
Experience
Santa Buckley Energy, Inc. June 2012 - Present
UBS Investment Bank January 2007 - May 2012
WorldWise Fashion Consulting LLC June 2010 - September 2010
Kellogg Interior Designer Company January 2006 - June 2006
University of Connecticut, College of Continuing Studies 2005 - 2006
Montage Companies January 1900 - January 1900
Education
University of Bridgeport 2007 — 2009
MBA, Accounting
The University of Connecticut 2005 — 2006
Bachelor's, Organizational and Corporate Studies
Norwalk Community College
Associate's, Business Management
Santa Buckley Energy, Inc. June 2012 - Present
UBS Investment Bank January 2007 - May 2012
WorldWise Fashion Consulting LLC June 2010 - September 2010
Kellogg Interior Designer Company January 2006 - June 2006
University of Connecticut, College of Continuing Studies 2005 - 2006
Montage Companies January 1900 - January 1900
Education
University of Bridgeport 2007 — 2009
MBA, Accounting
The University of Connecticut 2005 — 2006
Bachelor's, Organizational and Corporate Studies
Norwalk Community College
Associate's, Business Management
Viera Jamborova's UBS Investment Bank Experience May 2011 - December 2013
Job Commodities Valuation Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
UBS Investment Bank May 2011 - December 2013
Morgan Stanley January 2010 - April 2011
Morgan Stanley Smith Barney January 2007 - December 2009
Skills
Finance, Commodity, Derivatives, Equities, Financial Analysis, Fixed Income, Trading, Valuation
Education
Pace University 2005 — 2008
MBA, Finance
Morgan Stanley January 2014 - Present
UBS Investment Bank May 2011 - December 2013
Morgan Stanley January 2010 - April 2011
Morgan Stanley Smith Barney January 2007 - December 2009
Skills
Finance, Commodity, Derivatives, Equities, Financial Analysis, Fixed Income, Trading, Valuation
Education
Pace University 2005 — 2008
MBA, Finance
Ricky Goldwasser's UBS Investment Bank Experience 1999 - 2009
Job Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley 2009 - Present
UBS Investment Bank 1999 - 2009
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA
Tel Aviv University 1991 — 1994
BA
Morgan Stanley 2009 - Present
UBS Investment Bank 1999 - 2009
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA
Tel Aviv University 1991 — 1994
BA
Lynda Arratoon's UBS Investment Bank Experience July 1997 - September 2002
Job Business Administration Professional with excellent Administrative, Analytical, and PC Skills
Industry Executive Office
Experience
Pepperidge Farm December 2006 - January 2012
Michael Page International, Robert Half, and The McIntyre Group January 2003 - December 2006
UBS Investment Bank July 1997 - September 2002
Skills
Financial Modeling, Forecasting, Process Improvement, Analysis, Budgeting, Financial Analysis, Analytics, Excel, Decision Support, Problem Solving, Planning, Budgets, Microsoft Excel, SAP, Access, ERP, Finance, Business Analysis, Business Process, Cross-functional Team..., Data Analysis, Financial Reporting, Management, Consumer Products, Strategy, Project Planning
Education
NYU Stern School of Business
Bachelor of Science, Business Administration - Finance
Norwalk Community College
Certificate Program in Non-Profit Management
Pepperidge Farm December 2006 - January 2012
Michael Page International, Robert Half, and The McIntyre Group January 2003 - December 2006
UBS Investment Bank July 1997 - September 2002
Skills
Financial Modeling, Forecasting, Process Improvement, Analysis, Budgeting, Financial Analysis, Analytics, Excel, Decision Support, Problem Solving, Planning, Budgets, Microsoft Excel, SAP, Access, ERP, Finance, Business Analysis, Business Process, Cross-functional Team..., Data Analysis, Financial Reporting, Management, Consumer Products, Strategy, Project Planning
Education
NYU Stern School of Business
Bachelor of Science, Business Administration - Finance
Norwalk Community College
Certificate Program in Non-Profit Management
Jon Anda's UBS Investment Bank Experience September 2010 - September 2011
Job Senior Financial Executive
Industry Financial Services
Experience
Energy Points Inc. July 2013 - December 2014
Yale University December 2011 - August 2012
UBS Investment Bank September 2010 - September 2011
Nicholas Institute for Environmental Policy, Duke University March 2008 - March 2010
Environmental Defense Fund January 2007 - March 2008
Morgan Stanley October 1986 - January 2007
Continental Illinois National Bank 1981 - 1986
Skills
Capital Markets, Sustainability, Public Speaking, Renewable Energy, Energy, Climate Change, Mergers, Energy Policy, Corporate Finance, Business Strategy, Investment Banking, Mergers & Acquisitions, Climate, Project Finance, Finance, Executive Management, Private Equity, Hedge Funds, Environmental Awareness, Sustainable Energy, Energy Efficiency
Education
Northwestern University - Kellogg School of Management 1979 — 1980
MBA, Finance
University of Illinois at Urbana-Champaign 1975 — 1979
BS, Accounting
Prospect High School 1971 — 1975
Energy Points Inc. July 2013 - December 2014
Yale University December 2011 - August 2012
UBS Investment Bank September 2010 - September 2011
Nicholas Institute for Environmental Policy, Duke University March 2008 - March 2010
Environmental Defense Fund January 2007 - March 2008
Morgan Stanley October 1986 - January 2007
Continental Illinois National Bank 1981 - 1986
Skills
Capital Markets, Sustainability, Public Speaking, Renewable Energy, Energy, Climate Change, Mergers, Energy Policy, Corporate Finance, Business Strategy, Investment Banking, Mergers & Acquisitions, Climate, Project Finance, Finance, Executive Management, Private Equity, Hedge Funds, Environmental Awareness, Sustainable Energy, Energy Efficiency
Education
Northwestern University - Kellogg School of Management 1979 — 1980
MBA, Finance
University of Illinois at Urbana-Champaign 1975 — 1979
BS, Accounting
Prospect High School 1971 — 1975
Miroslav Sikorjak's UBS Investment Bank Experience 1994 - 2011
Job Investment Banking Professional
Industry Investment Banking
Experience
UBS Investment Bank 1994 - 2011
Asiel llc August 1989 - March 1994
Skills
Middle Office, Fixed Income, Capital Markets, Prime Brokerage, Securities Lending, Equities, Bloomberg, Investment Banking, Hedge Funds, Derivatives
Education
Pace University 1985 — 1989
BBA, MIS
UBS Investment Bank 1994 - 2011
Asiel llc August 1989 - March 1994
Skills
Middle Office, Fixed Income, Capital Markets, Prime Brokerage, Securities Lending, Equities, Bloomberg, Investment Banking, Hedge Funds, Derivatives
Education
Pace University 1985 — 1989
BBA, MIS
David Mc Nulty's UBS Investment Bank Experience November 2005 - June 2006
Job Desktop Support Analyst at Bell Techlogix, Inc.
Industry Information Technology and Services
Experience
Bell Techlogix, Inc. April 2011 - Present
Bell Techlogix/Altria April 2011 - Present
Computer Task Group April 2007 - April 2011
ASML Development & Learning April 2007 - April 2011
Boehringer Ingelheim June 2006 - April 2007
Boehringer-Ingelheim June 2006 - April 2007
UBS Investment Bank November 2005 - June 2006
Skills
•A+ Certified, Active..., •MS Office Suite, MAC..., •AHD Openview, Asset..., •ServiceNow,...
Education
Norwalk Community College 2010 — 2010
Graphic Arts, Certificate of IEP Completion Program
Computer Education Institute
Katherine Gibbs College
Katherine Gibbs College
Associated Applied Science, Computer Network Operations
Bell Techlogix, Inc. April 2011 - Present
Bell Techlogix/Altria April 2011 - Present
Computer Task Group April 2007 - April 2011
ASML Development & Learning April 2007 - April 2011
Boehringer Ingelheim June 2006 - April 2007
Boehringer-Ingelheim June 2006 - April 2007
UBS Investment Bank November 2005 - June 2006
Skills
•A+ Certified, Active..., •MS Office Suite, MAC..., •AHD Openview, Asset..., •ServiceNow,...
Education
Norwalk Community College 2010 — 2010
Graphic Arts, Certificate of IEP Completion Program
Computer Education Institute
Katherine Gibbs College
Katherine Gibbs College
Associated Applied Science, Computer Network Operations
Christopher Lando's UBS Investment Bank Experience May 2003 - September 2004
Job fixed income account manager at Barclay Investments, Inc.
Industry Financial Services
Experience
Barclay Investments, Inc. June 2005 - Present
UBS Investment Bank May 2003 - September 2004
Barclays Capital January 1997 - February 2003
Lehman Brothers September 1982 - December 1996
Skills
Fixed Income, Trading, Derivatives, Bloomberg, Capital Markets, Hedge Funds, Asset Managment, Investments, Bonds, Rates, Series 7, Emerging Markets, Finance, Series 63, Asset Management, Financial Markets, Proprietary Trading
Education
Pace University 1986 — 1990
MBA, Business Administration
University of Houston 1977 — 1981
Bachelor of Science, Business Administration
Barclay Investments, Inc. June 2005 - Present
UBS Investment Bank May 2003 - September 2004
Barclays Capital January 1997 - February 2003
Lehman Brothers September 1982 - December 1996
Skills
Fixed Income, Trading, Derivatives, Bloomberg, Capital Markets, Hedge Funds, Asset Managment, Investments, Bonds, Rates, Series 7, Emerging Markets, Finance, Series 63, Asset Management, Financial Markets, Proprietary Trading
Education
Pace University 1986 — 1990
MBA, Business Administration
University of Houston 1977 — 1981
Bachelor of Science, Business Administration
Eric Heinen's UBS Investment Bank Experience September 2004 - Present
Job Associate Director at UBS Investment Bank
Industry
Experience
UBS Investment Bank September 2004 - Present
Skills
PMO, Stakeholder Management, Project Delivery, Project Portfolio..., SDLC, Business Process..., PRINCE2, PMP, Business Transformation, Waterfall, Resource Management, Offshoring, Vendor Management, Business Requirements, Programme Delivery, Software Project..., Project Governance, Governance, User Acceptance Testing, Release Management, Agile Project Management, Requirements Gathering, IT Solutions, IT Strategy, Operations Management, Certified Project..., Business Process Design, Project Management, Business Analysis, ITIL, Process Improvement, Disaster Recovery, IT Service Management, Program Management
Education
Pace University 2000 — 2003
Master's degree, Computer Science and Technology Management, 3.78
University of Central Florida 1998 — 2001
Bachelor's degree, Psychology, 3.72
The University of Connecticut
Master of Business Administration (MBA) - 11 classes Completed, Law and Marketing, 3.72
UBS Investment Bank September 2004 - Present
Skills
PMO, Stakeholder Management, Project Delivery, Project Portfolio..., SDLC, Business Process..., PRINCE2, PMP, Business Transformation, Waterfall, Resource Management, Offshoring, Vendor Management, Business Requirements, Programme Delivery, Software Project..., Project Governance, Governance, User Acceptance Testing, Release Management, Agile Project Management, Requirements Gathering, IT Solutions, IT Strategy, Operations Management, Certified Project..., Business Process Design, Project Management, Business Analysis, ITIL, Process Improvement, Disaster Recovery, IT Service Management, Program Management
Education
Pace University 2000 — 2003
Master's degree, Computer Science and Technology Management, 3.78
University of Central Florida 1998 — 2001
Bachelor's degree, Psychology, 3.72
The University of Connecticut
Master of Business Administration (MBA) - 11 classes Completed, Law and Marketing, 3.72
Elias Economakos's UBS Investment Bank Experience November 2013 - March 2014
Job Product Control and FP&A Professional
Industry Financial Services
Experience
Independent Contractor/Consultant August 2014 - Present
JPMorgan Asset Management March 2014 - June 2014
UBS Investment Bank November 2013 - March 2014
ABAN, Ltd. March 2012 - November 2013
Royal Bank of Scotland October 2009 - September 2011
Citi April 2004 - March 2009
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Financial Modeling, Microsoft Office, Microsoft Word, Accounting, Financial Reporting, Banking, Investments, Project Management, Business Analysis, Analysis, Account Reconciliation
Education
Pace University
MBA, Finance
Independent Contractor/Consultant August 2014 - Present
JPMorgan Asset Management March 2014 - June 2014
UBS Investment Bank November 2013 - March 2014
ABAN, Ltd. March 2012 - November 2013
Royal Bank of Scotland October 2009 - September 2011
Citi April 2004 - March 2009
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Financial Modeling, Microsoft Office, Microsoft Word, Accounting, Financial Reporting, Banking, Investments, Project Management, Business Analysis, Analysis, Account Reconciliation
Education
Pace University
MBA, Finance
Tod Perkins's UBS Investment Bank Experience 1995 - 1998
Job Professional Finance and M&A Advisor with Operational Experience
Industry Investment Banking
Experience
Barclays Investment Bank 2011 - 2015
Chapdelaine & Co. 2009 - 2011
J.P. Morgan 2007 - 2009
HSBC 2004 - 2006
Credit Suisse 1998 - 2004
UBS Investment Bank 1995 - 1998
Salomon Brothers 1986 - 1995
Skills
Mergers & Acquisitions, Financial Analysis, Troubleshooting, Capital Markets, Business Analysis, Investment Banking, Banking, New Business Development, Valuation, Finance, Management, Financial Services, Financial Modeling
Education
Oregon State University 1982 — 1986
Bachelor of Science (B.S.) Finance and Economics
Barclays Investment Bank 2011 - 2015
Chapdelaine & Co. 2009 - 2011
J.P. Morgan 2007 - 2009
HSBC 2004 - 2006
Credit Suisse 1998 - 2004
UBS Investment Bank 1995 - 1998
Salomon Brothers 1986 - 1995
Skills
Mergers & Acquisitions, Financial Analysis, Troubleshooting, Capital Markets, Business Analysis, Investment Banking, Banking, New Business Development, Valuation, Finance, Management, Financial Services, Financial Modeling
Education
Oregon State University 1982 — 1986
Bachelor of Science (B.S.) Finance and Economics