Experience
Tema Advisors   July 2013 - Present
UBS Investment Bank   April 2008 - June 2013
Black Arrow Capital Management   2001 - 2007
Deltec Asset Management  1994 - 2000
Bankers Trust Company  1988 - 1994

Skills
Equities, Derivatives, Hedge Funds, Bloomberg, Fixed Income, Capital Markets, Emerging Markets, Alternative Investments, Valuation, Equity Research, Private Equity, Options, Investment Banking, Asset Management, Portfolio Management, Investment Management, Trading, Financial Markets, Bonds, Global Macro, Securities, Asset Allocation, Investment Strategies, Series 7, Equity Derivatives, ETFs, Investments, Credit Derivatives, Series 63, Equity Trading, Investment Advisory, Equity Valuation, FX Options, Wealth Management, Swaps, Interest Rate..., Equity Capital Markets, Capital Raising, Institutional..., Quantitative Analytics, Economics, Technical Analysis, Risk Management, Finance, Macroeconomics, Quantitative Investing, Financial Analysis, CDS, Trading Strategies, Currency

Education
Penn State University

Experience
Alcioun Capital LLC   October 2009 - Present
3V Capital Management   August 2007 - December 2009
Dillon Read Capital Management  February 2007 - August 2007
UBS Investment Bank   November 2005 - February 2007
Accenture  January 2005 - November 2005
CD Group  2002 - 2005

Skills
Managed Futures, Stocks, Bonds, Distressed Debt

Education
UC Davis   1992 — 1995
Master's degree, Mathematics

Peking University   1987 — 1991
Bachelor of Science (BSc), Mathematics

Experience
CIT Group  March 2013 - Present
Financial Services Institutions   November 2012 - March 2013
UBS  March 2007 - November 2012
UBS Investment Bank   1997 - 2007
Columbia University  1988 - 1994

Skills
Reference Data, Hedge Funds, Interest Rate..., Business Analysis, Structured Products, IT Strategy, Risk Management, Middle Office, Fixed Income, Trading Systems, Investment Banking, Derivatives, Market Data, Alternative Investments, Market Risk, Outsourcing, Vendor Management, Asset Management, Portfolio Management, Emerging Markets, Business Process..., Financial Services, Financial Risk, Infrastructure, Securities, Equity Trading, Low Latency, IT Operations, Swaps, Financial Markets, Bonds, Governance, Service Delivery, Structured Finance, Project Planning, Series 7, Valuation, Operational Risk, IT Solutions, Leadership, Back Office, Bloomberg, Options, Operational Risk..., Management, IT Outsourcing, Trading, IT Management, IT Service Management

Education
The Zicklin School, Baruch College, CUNY
MBA, Finance

Union College
Bachelor of Science (BS), Mechanical Engineering

Pratt Institute
Certificate in Sustainable Building Design, Architecture/Engineering

Experience
Looker  June 2014 - Present
HotelTonight  October 2012 - May 2014
PrimaTable   July 2011 - October 2012
Google  December 2007 - June 2011
UBS Investment Bank   August 2006 - December 2007
Strategic Investment Group  2002 - 2005

Skills
Analytics, Statistics, Analysis, LookML, Start-ups, Venture Capital, Data Analysis, Product Management, Entrepreneurship, Web Analytics, Quantitative Analytics, SQL, SEM, Corporate Development, SEO, Search, Financial Modeling, Hedge Funds, Fixed Income, Risk Management, Valuation, Investment Banking, Competitive Analysis

Education
Princeton University
BSE, Operations Research and Financial Engineering

Saint Albans School

Experience
AQR Capital Management  February 2014 - Present
UBS Investment Bank   August 2012 - February 2014
Dipaola Financial Group  June 2011 - August 2011

Education
Pace University - Lubin School of Business   2008 — 2012
Bachelor, Business Administration; Finance

Experience
BCG Digital Ventures  July 2015 - Present
BCG Digital Ventures  May 2014 - June 2015
Microsoft  September 2012 - May 2014
Deutsche Bank  June 2011 - August 2011
The Boston Consulting Group  July 2010 - August 2010
UBS Investment Bank   June 2010 - July 2010

Skills
Investment Banking, Programming, Computer Science, Financial Engineering, Entrepreneurship, Program Management, Project Management, Product Management, Microsoft Office, Java, Microsoft Excel, Data Analysis, Management, Analytics

Education
Princeton University   2008 — 2012
Bachelor of Science & Engineering, Operations Research & Financial Engineering

St. George's School   2004 — 2008
High School

Experience
UBS Investment Bank   July 2014 - Present
Sanborn Kilcollin Partners   June 2013 - August 2013
American Express  July 2010 - August 2012
American Express  July 2008 - July 2010
BearingPoint  October 2006 - July 2008
Kaplan Higher Education Corporation  July 2005 - October 2006

Skills
Excel, Access, VBA (Excel & Access), Financial Modeling, Financial Analysis, Microsoft Excel, Process Improvement, Business Analysis, Analysis

Education
The University of Chicago - Booth School of Business   2012 — 2014
Master of Business Administration (MBA)

Pennsylvania State University   1999 — 2004
BS, Dual major in Finance & International Business and French

Reading High School

Experience
Sidoti & Company, LLC   January 2015 - Present
UBS Investment Bank   March 2012 - May 2014
Dahlman Rose & Co.   April 2011 - September 2011
UBS Investment Bank   July 2007 - March 2011
Prudential Financial  October 2006 - June 2007
Goldman Sachs  March 2004 - November 2006

Skills
Financial Modeling, Equity Research, Hedge Funds, Bloomberg, Equities, Investment Banking, Financial Analysis, Equity Valuation, Microsoft Office, Alteryx, Technical Analysis, Excel, Factset, Equity Derivatives, Fundamental Research, Capital IQ, Thomson Reuters, Valuation, DCF Valuation, Relative Value Trading, Investment Strategies, Investments, Capital Markets, Finance, Analysis, Trading, Portfolio Management, Fixed Income, Asset Management, Corporate Finance, Derivatives, Series 7, Securities

Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Finance

Penn State University
B.S., Marketing

Experience
RBC Capital Markets  August 2014 - Present
Canaccord Genuity Inc.  July 2013 - August 2014
UBS Investment Bank   August 2010 - November 2012
Dunrath Capital   June 2009 - October 2009
Northrop Grumman Corporation  January 2005 - July 2008

Education
The University of Chicago Booth School of Business   2008 — 2010
MBA, Finance

The Johns Hopkins University   2006 — 2007
MS Coursework, Applied Mathematics

Penn State University   2000 — 2004
BS, Electrical Engineering

Experience
GE Capital Retail Finance  December 2013 - Present
AVON Products, Inc.   June 2010 - Present
UBS Investment Bank   2006 - 2010
MetLife  2003 - 2006
Commercial Metals Company  1997 - 2003
Lloyds Registrar Quality Assurance (LRQA)   1992 - 1997

Skills
Vendor Management, Change Management, Outsourcing, Process Improvement, Performance Management, Operations Management, Strategic Sourcing, Strategic Partnerships, Procurement Contracts, Procurement Outsourcing, Procure-to-Pay, Order to Cash, Financial Structuring, Shared Services, Customer-focused, Commissioning Support, License Management, Insurance Regulatory, Investment Banking, Quality Management, Quality Operations, Contract Management, Ariba, eSourcing, Oracle, Global Rollouts, Globalization, KPI implementation, FX Operations, Metals, Management, Risk Management, Service Delivery, Supply Chain Management, Supplier Negotiation, Business Transformation, Shared Service Center, Leadership, Resource Management, Global Management, Supply Management, Sustainability, CRM

Education
Pace University - Lubin School of Business
MBA

Experience
Capco  September 2009 - Present
UBS Investment Bank   May 2007 - February 2009
CompuCom  July 2005 - May 2007
CompuCom  November 2002 - July 2005
GE Capital  July 2000 - November 2002
GE Capital  January 1998 - July 2000
NatWest Markets  1996 - 1998

Skills
Integration, Data Center, Program Management, Vendor Management, Business Analysis, Enterprise Software, Technology Evaluation, Disaster Recovery, IT Strategy, SDLC, Infrastructure Planning, Global Deployment, Business Continuity, Process Improvement, Project Management, Cloud Computing, Troubleshooting, Data Center Architecture, Virtualization, Interface Architecture, Trading Systems, Six Sigma, Budget Oversight, Unix, Unix Shell Scripting, IT Governance, Desktop Management, Scientific Computing, Solution Design, Security, Consultancy, Management Consulting, System Monitoring, Strategy, Enterprise Architecture, Solaris, IT Infrastructure..., Organizational Design, Network Monitoring Tools, Linux, Grid Computing, IT Infrastructure Design, Information Security, Process Simplification, Systems Analysis, Budget Management, Consulting

Education
Penn State University   1989 — 1993
BS, Chemistry

Experience
UBS Investment Bank   August 2011 - Present
Citigroup  2002 - August 2011
Credit Suisse First Boston  2000 - 2002
Lehman Brothers  1992 - 2000
American Express  1986 - 1992
Joseph E. Seagram Sons   1984 - 1986
Joseph E. Seagrams   1984 - 1986
KPMG Main Hurdman  1979 - 1984

Skills
Capital Markets, Auditing, Operational Risk, Fixed Income

Education
Penn State University   1975 — 1979
BS, Accounting

Experience
KB Financial Partners LLC   May 2015 - Present
ESAP Partners   September 2014 - Present
Sagent Advisors Inc.   September 2003 - August 2014
UBS Investment Bank   April 2002 - September 2003
UBS Investment Bank   February 2001 - April 2002
Donaldson, Lufkin & Jenrette   1993 - 2001

Skills
Investment Banking, Private Equity, Mergers & Acquisitions, Financial Modeling, Valuation, Corporate Finance, Investments, Capital Markets, Corporate Development, Due Diligence, M&A experience, Management, Venture Capital, Leadership, Business Development, Strategic Planning, Strategy, LBO, Board of Directors, Financial Planning

Education
University of California, Los Angeles - The Anderson School of Management   1998 — 2001
MBA

Pepperdine University, The George L. Graziadio School of Business and Management   1994 — 1996
BS

Experience
JPMorgan Chase & Co.   September 2013 - Present
Barclays Capital  February 2011 - September 2013
Citi Group  January 2010 - February 2011
UBS Investment Bank   2008 - December 2009
Deutsche Bank Prime Brokerage- FX trading   December 2007 - August 2008
Lehman Brothers  August 2006 - November 2007
Deutsche Bank  October 2005 - August 2006
Goldman Sachs  August 2004 - October 2005

Education
Penn State University   1998 — 2000
MS, Computer Engineering

Experience
UBS Investment Bank   June 2006 - Present
UBS Securities, LLC  June 2006 - Present
RailAmerica  November 2005 - March 2006
IBIS, LLC   January 2005 - August 2005
Travers Tool Company   March 2004 - October 2004
L-3 Communications, LLC   January 2002 - February 2004

Skills
Recruiting, Human Resources, Banking, Employee Relations, Equities, Interviews, Payroll, HRIS, Management, Time Management, New Hire Orientations, Hiring, Project Planning, Mergers & Acquisitions, Team Leadership, Strategy, Finance, Administration, Investment Banking, Benefits Administration, Talent Acquisition, Budgets, Financial Analysis

Education
Teachers College of Columbia University   2001 — 2003
M.A, Social/Organizational Psychology

Penn State University   1996 — 2000
B.S, Business Administration

Experience
SuperEats   January 2014 - Present
UBS Investment Bank   November 2009 - Present
John E. Osborn PC  August 2008 - November 2009
Office of the Mayor of New York City  June 2007 - August 2007

Skills
Strategic Planning, Editing, Social Media, Research, Event Planning, Public Speaking, PowerPoint, Marketing, Microsoft Office, Sales, Fundraising, Social Networking

Education
University of Richmond   2004 — 2008
BA, Interdisciplinary Studies: Ethics, in the Business & Natural Environments; Spanish; Business Admin

Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires'   2006 — 2006
Study Abroad, Spanish

South Side High School
International Baccalaureate Program

Experience
Bank of America  February 2013 - Present
Bank of America  April 2012 - Present
CIBC World Markets  June 2006 - June 2011
Credit Suisse First Boston  2004 - 2006
UBS Investment Bank   2001 - 2004
UBS  2001 - 2004
SunGard  1994 - 2000
Exis Consulting   June 1992 - July 1994

Skills
Equities, Credit Risk, Foreign Exchange, Fixed Income, Investment Banking, Market Risk, Capital Markets, FX Options, Prime Brokerage, Asset Management, Trading, Trading Systems, Electronic Trading, Financial Markets, Financial Services, Portfolio Management, Hedge Funds, Options, Market Data

Education
University of Pennsylvania - The Wharton School   1990 — 1992
MBA, Finance and Multinational Management

Princeton University   1984 — 1988
BSE, Electrical Engineering and Computer Science

Experience
UBS Investment Bank   September 2013 - Present
Credit Suisse  July 2007 - February 2013
Credit Suisse First Boston/Credit Suisse   January 2003 - June 2007
Credit Suisse First Boston, New York   September 1999 - December 2002
Wright Communication Inc.   July 1998 - August 1999
Salomon Brothers  October 1985 - June 1998

Skills
Financial Services, Corporate Communications, Marketing Communications, Strategy, Marketing Strategy, Digital Strategy, Integrated Marketing, Business Analysis, Digital Marketing, Competitive Analysis, Brand Development, Direct Marketing, Market Research, Analytics, CRM, Management, Product Management, Marketing, Product Marketing, Brand Management, Project Management, Media Relations, Internal Communications, Marketing Management, Strategic Communications, Corporate Branding, Email Marketing, Social Media Marketing, Online Marketing, Advertising, Strategic Partnerships, Brand Awareness, Digital Media, Web Analytics, Marketing Research, Sponsorship, Online Advertising, SEO

Education
Parsons School of Design   1976 — 1981
Bachelor of Fine Arts - Communication Design

Rhode Island School of Design   1977 — 1979

Experience
Princeton University  September 2010 - Present
Radium Fund   July 2012 - August 2012
UBS Investment Bank   May 2011 - September 2011

Skills
LaTeX, Quantitative Finance, Matlab, R, Quantitative Research, Monte Carlo Simulation, Analysis, Mathematical Modeling

Education
Princeton University   2010 — 2015

Peking University   2006 — 2010
BS, Math and Applied Math

BJ4HS   2003 — 2006

Experience
EY  September 2014 - Present
Ernst & Young  September 2012 - September 2014
UBS Investment Bank   June 2011 - August 2011
Citic Metal   June 2009 - August 2009

Skills
Accounting, Mandarin, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Accounting, Finance, Auditing, US GAAP, Risk Management, Financial Analysis, Private Equity, Mutual Funds, Hedge Funds

Education
Penn State University   2008 — 2012
BS, Accounting

Penn State University   2008 — 2012
Bachelor's degree, Psychology, Legal Environment of Business and Economics

Beijing Huijia Private School   2005 — 2008
International Baccalaureate

Experience
PatchMommy   January 2013 - Present
Ernst & Young  November 2002 - April 2012
UBS Investment Bank   September 2002 - November 2002
CreativEvents   December 2000 - February 2002
Lehman Brothers  August 2000 - November 2000
Capital Group  March 1994 - July 2000
Rockefeller, Rothschild & Steele   September 1992 - February 1994
Nordstrom  September 1991 - August 1992
Security Pacific Bank  June 1989 - August 1991

Skills
Management Consulting, Equity Research, Investments, Business Transformation, Management, Due Diligence

Education
Pepperdine University, The George L. Graziadio School of Business and Management
Bachelor of Science (B.S.), Management

Experience
BMO Capital Markets  October 2013 - Present
UBS Investment Bank   June 2006 - October 2013

Education
Teachers College of Columbia University   2001 — 2003
Master of Arts (M.A.), Social/Organizational Psychology

Penn State University   1996 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General

Experience
PriceMDs.com   May 2013 - Present
Investor  2003 - May 2013
Cryoport  2003 - 2003
UBS Investment Bank   2000 - 2003
Morgan Stanley Dean Witter  1998 - 2000
Merrill Lynch  1996 - 1998
Olde Private Brokerage   January 1993 - 1995

Skills
Start-ups, Business Strategy, Investment Banking, Mergers, Equities, Corporate Finance, Valuation, Venture Capital, Debt, Trading, Investments, Bonds, Securities, Emerging Markets, Financial Modeling, New Business Development, Due Diligence, Corporate Development, Mergers, Private Equity, Finance, Funding, IPO, Mergers & Acquisitions, Capital Markets, Asset Management, Management, Hedge Funds, Alternative Investments, Portfolio Management, Strategic Planning, Financial Analysis, Strategy, Entrepreneurship, Fixed Income, Business Development, Leadership, Marketing Strategy

Education
Penn State University   1990 — 1993
BS, Logistics, Materials, and Supply Chain Management

evergren high School   1987 — 1990

Experience
PNC  June 2015 - Present
Janney Capital Markets  2008 - June 2015
University of Pennsylvania  2009 - 2009
Bear Stearns  2007 - 2008
UBS Investment Bank   2000 - 2007
Paine Webber  2000 - 2000
Philadelphia Industrial Development Corporation  1999 - 1999
City of Philadelphia  1999 - 1999
City of Philadelphia  1998 - 1999

Skills
Bonds, Fixed Income, Securities, Public Finance, Capital Markets, Municipal Bonds, Investments, Bloomberg, Credit, Structured Finance, Financial Analysis, Local Government, Series 7, Investment Banking, Trading, Strategy, Finance, Investment Strategies, Equities, Asset Allocation, Investment Advisory, Economics, Valuation, Series 63, Investment Management, Presenter, Housing Finance, State Government, US Equities, Writing, Instruction, Structured Products, Analysis, Public Speaking, Mutual Funds, Interviews, Municipal Politics, Lecturing, Charter Schools, municipal research, municipal bond market, Client-oriented, Social Media, Social Media Marketing, Social Networking, Twitter, Marketing, Series 53

Education
University of Pennsylvania   1998 — 1999
Master of Governmental Administration, Public Finance

Penn State University   1994 — 1998
BA, Political Science

Marquette Senior High School   1991 — 1993
Graduated, High School

Pennsbury High School   1988 — 1992
Graduated, High School

Experience
iTB Holdings Inc   March 2008 - Present
UBS Investment Bank   September 2006 - March 2008
Lehman Brothers  September 1999 - July 2006

Skills
Fixed Income, Electronic Trading, Capital Markets, Entrepreneurship, Bonds, Asset Managment, Derivatives, Equities, Hedge Funds, Trading, Portfolio Management, Financial Markets, Investments, Venture Capital, Asset Management, Private Equity, Investment Banking, Leveraged Finance

Education
Penn State University   1994 — 1998
finance and international business

quince orchard

Experience
GE Capital  April 2014 - Present
Tommy Hilfiger  May 2010 - March 2015
UBS Investment Bank   December 2013 - April 2014
GE Asset Management  September 2010 - December 2013

Education
Pace University - Lubin School of Business   2006 — 2010
Bachelor of Business Administration (BBA)

Experience
UBS Investment Bank   March 2015 - Present
UBS  August 2011 - February 2015
Clariden Leu   August 2009 - July 2011
Landis+Gyr - Zug, Switzerland   March 2008 - July 2009
Tesco Diets - Dublin, Ireland   October 2006 - August 2007
Ericsson - Dublin, Ireland   July 2006 - September 2006
HSBC Bank - Curitiba, Brazil   October 2005 - April 2006
Votorantim Cimentos S/A  January 2004 - October 2005
Duet Tech - Curitiba, Brazil   January 2002 - January 2004
Universidade Positivo   April 2000 - January 2002

Skills
Business Intelligence, Databases, ETL, Microsoft SQL Server, SQL Tuning, SSIS, T-SQL, SSRS, XML

Education
Pontifícia Universidade Católica do Paraná   2001 — 2002
Post-Graduation, Technologies for IT

Universidade Federal de Santa Catarina   1995 — 1999
Bachelor, Computing Sciences

Experience
Deutsche Bank  October 2012 - Present
Deutsche Bank  October 2012 - Present
RBC  October 2011 - September 2012
Scotiabank  September 2008 - September 2010
UBS Investment Bank   April 2004 - August 2008

Skills
Investment Banking, Derivatives, Capital Markets, Fixed Income, Financial Modeling, Valuation, Equities, Trading Systems, Corporate Finance, Private Equity, Emerging Markets, Business Analysis

Education
University of Bridgeport   2001 — 2003
Master of Business Administration (MBA), Accounting and Finance

Preston University   1998 — 2000
MBA, Management Information Systems, General

Experience
Deutsche Bank  May 2014 - Present
Societe Generale  June 2012 - May 2014
Citi  May 2007 - May 2012
UBS Investment Bank   2004 - 2007
Various  November 1994 - March 2004
Automatic Data Processing (now Broadrdige)   June 1986 - February 1994

Skills
Fixed Income, Capital Markets, Equities, Derivatives, Investment Banking, Trading Systems, Financial Services, Securities, Risk Management, Banking, Middle Office, Portfolio Management

Education
Pace University - Lubin School of Business
Management Information Systems

Experience
Arxis Capital Group LLC   September 2014 - Present
Merrill Lynch  September 2013 - September 2014
Cuttone & Co.   November 2011 - September 2013
AlgoPartners, LLC   November 2011 - April 2013
Surge Trading Inc.   October 2010 - September 2011
Murphy & Durieu  December 2008 - August 2010
UBS Investment Bank   May 2003 - October 2008
Knight Trading Group  1996 - 2003
Prudential Securities  1988 - 1996
Dean Witter Reynolds  1983 - 1987

Skills
Stock Trading, Trading Platforms, Stock Exchange, Wall Street, Day Trading, Equity Swaps, Stock Market, Market Structure, Proprietary Trading, Trade Execution, Indices, Electronic Trading, Smart Order Routing, Black Box, Market Making, Trading Technology, Online Trading, Equity Trading, Trading, Electronic Trading..., Series 7, FINRA

Education
Pace University - Lubin School of Business   1985 — 1988

New York University - Leonard N. Stern School of Business   1982 — 1985
Finance

Experience
Intel Corporation  January 2013 - Present
Intel Corporation  June 2012 - Present
Intel Corporation  June 2004 - Present
Intel Corporation  January 2010 - December 2010
UBS Investment Bank   January 2000 - February 2004
Intel  March 1996 - March 1999
HCL Technologies  January 1994 - December 1995

Skills
PMP, Data Center, Information Technology, Electronics..., Business Analysis, Program Management, MS Project, Project Management, Process Improvement, Sybase, Six Sigma, Data Analysis, Vendor Management, Analysis, Software Project..., Management, Project Planning, Requirements Analysis, Enterprise Software, Business Intelligence, Cloud Computing

Education
Portland State University   2006 — 2010
MS, Technology Management

Ranchi University   1988 — 2003
Electronics and Telecom Engineering

Experience
White & Case  October 2010 - August 2015
K&L Gates  June 2007 - August 2007
Deloitte Consulting  2005 - 2006
The White House  January 2004 - April 2004
UBS Investment Bank   June 2003 - August 2003

Skills
Competition Law, International..., International..., Strategy and Operations, Policy Analysis, Government, FCPA, Management Consulting, Legal Research, Antitrust Law, Strategy, Mergers, Acquisitions, WTO, Litigation, Dispute Resolution, International Law, Patents, Mergers & Acquisitions, Legal Writing

Education
The University of Edinburgh   2009 — 2010
LL.M with Distinction, International Commercial Law

University of Chicago Law School   2006 — 2009
Doctor of Law (J.D.)

Pomona College   2000 — 2004
B.A., Politics, Philosophy

Lakeside School   1996 — 2000

Experience
UBS Investment Bank   January 2001 - Present
Montgomery Securities (Bank of America)   January 1998 - January 2000
Hambrecht and Quist   January 1995 - February 1998

Education
Penn State University   1990 — 1994
BS, BA, Finance, International Business, German

Experience
UBS Investment Bank   June 2013 - Present
UBS Investment Bank   June 2011 - Present
Various  May 2009 - May 2011
Bridgewater Associates  August 2008 - April 2009
AllianceBernstein  August 2006 - August 2008

Skills
Equities, Reconciliation, Bloomberg, Excel, Fixed Income, Investment Banking, Capital Markets, Asset Managment, Securities, Hedge Funds, Investments, Bloomberg Terminal, Trading, Mutual Funds, Corporate Actions, Fund Accounting, Bonds, Account Reconciliation, Asset Management, Microsoft Excel, Settlement, Valuation

Education
Pace University - Lubin School of Business   2002 — 2006
2006, Finance; Religious Studies

Sapienza Università di Roma   2005 — 2005

University of Limerick   2004 — 2004

Wilton High School   1998 — 2002

Experience
HSBC Global Banking and Markets  January 2015 - Present
UBS Financial Services  November 2008 - December 2014
UBS Investment Bank   2006 - 2008
JPMorgan Chase  2004 - 2006
JPMorgan Chase  2001 - 2004
JPMorgan Chase  2000 - 2001
GMAC Mortgage  1997 - 2000
GMAC Mortgage  1995 - 1997
Advanta Financial Corporation   1991 - 1995

Skills
Structured Products, Investment Banking, Financial Markets, Derivatives, Operational Risk..., Risk Analysis, Project Management, Relational Databases, Database Administration, Data Analysis, Financial Analysis, Wealth Management, Internal Controls, Financial Control, Risk Control, Program Management, Middle Office, MS Office Suite, Fixed Income Products, Financial Modeling, Predictive Modeling, Alternative Investments, Persuasive..., Microsoft Excel, Access Database, SharePoint, Microsoft Word, MS Project, Visio, Complex Products, Residential Mortgages, Credit Cards, PowerPoint, Fixed Income

Education
Penn State University
B.S., Finance

Temple University
M.B.A., Finance

Experience
IFC - International Finance Corporation  July 2008 - Present
IFC - International Finance Corporation  June 2005 - June 2008
UBS Investment Bank   2004 - 2004

Skills
Emerging Markets, International..., Structuring, Valuation, Banking, Investments, Corporate Finance, Economics, Private Equity, Financial Structuring, Financial Modeling, Investment Banking, Capital Markets, Structured Finance, Portfolio Management, Equities

Education
Johns Hopkins Paul H. Nitze School of Advanced International Studies (SAIS)
M.A., International Finance and Southeast Asia Studies

Pomona College
B.A., Psychology, with coursework in Economics and Statistics

Université Paris Sorbonne (Paris IV)
Junior semester abroad

Experience
RBS Global Banking & Markets  July 2010 - Present
UBS Investment Bank   October 2004 - June 2010
UBS Investment Bank   December 2003 - October 2004
Eventra Inc   May 2000 - May 2003
Oracle Corporation  October 1999 - May 2000
TV Guide Magazine, LLC  May 1998 - August 1999
Neoware  May 1996 - April 1998

Skills
Electronic Trading, Multithreading, Distributed Systems, Java, Software Development, Fixed Income, Trading, Software Design, Web Applications, Trading Systems, Scalability, Sybase, Low Latency, Market Data

Education
Villanova University   1994 — 1996
Master's degree, Computer Science

Peking University   1988 — 1991
Master of Science (MS), Urban Studies/Affairs

Peking University   1984 — 1988
Bachelor's degree, City/Urban, Community and Regional Planning

Experience
Benjamin Cobrin & Company   May 2015 - Present
Benjamin Cobrin & Company   May 2014 - Present
First Service Residential  August 2010 - April 2014
CAMCO Management Company  2008 - 2010
The New York Mortgage Company  2006 - 2007
UBS Investment Bank   2003 - 2005
Bear Stearns & Co  1999 - 2002

Skills
Apartments, Property Management, Lease Administration, Residential Homes, Investment Properties, Budgets, Commercial Real Estate, Leases, Condos, Condo Management, Conflict Resolution, Employee Management, Rentals, Property, Fair Housing, Yardi, Real Estate, Sales, Contract Negotiation, Strategic Planning

Education
Penn State University   1995 — 1999
Bachelor's degree, Marketing and Business Administration

Experience
SMBC Capital Markets  June 2014 - Present
UBS Investment Bank   September 2006 - June 2014
Countrywide  2005 - 2006

Education
University of Southern California   1999 — 2005
Ph.D., Physics

Peking University

Experience
Ronin Capital  2013 - Present
UBS Investment Bank   2010 - 2013
RBC Capital Markets  2003 - 2010
Wachovia Securities  2001 - 2003

Skills
Risk Arbitrage, Special Situations, Portfolio Trading, Portfolio Optimization, Merger Arbitrage, Mergers, Equities, Trading, Portfolio Management, Valuation, Securities, Capital Markets, Alternative Investments, Risk Management, Derivatives

Education
Princeton University   1996 — 2000
Bachelor of Arts, Economics

Upper Canada College   1994 — 1996

Experience
Digital Photo Journalism   January 2011 - Present
UBS Investment Bank   April 2006 - Present
SIAC  2001 - 2002

Skills
Quality Center, SDLC, Agile Methodologies, Business Analysis, Quality Assurance, Test Management

Education
Panjab University   1996 — 2000
MBA, MIS

Experience
ProShares  October 2014 - Present
Stadion Money Management  February 2013 - October 2014
Neuberger Berman  September 2008 - February 2013
J&W Seligman  May 2008 - September 2008
UBS Investment Bank   May 2002 - April 2007
Prudential Financial  September 2000 - May 2002

Skills
Series 7, Series 63, Series 65, ETFs, Separately Managed..., Alternative Investments, Mutual Funds, Investment Strategies, Equities, Investments, Securities, Asset Management, Wealth Management, Fixed Income, Investment Advisory, Uniform Combined State..., FINRA, Investment Management, Portfolio Management, Financial Services, Asset Allocation, Retirement Planning, Hedge Funds, Trading, Fund Of Funds, Equity Trading, Private Equity, Finance, Options

Education
Pace University - Lubin School of Business   1996 — 2000

Experience
UBS Investment Bank   April 2013 - Present
UBS Investment Bank   August 2007 - April 2013
Deutsche Bank Securities  August 2001 - August 2007
Bernstein Investment Research & Management   1999 - 2001

Skills
Equity Derivatives, Equities, Middle Office, Corporate Actions, Equity Trading, Supervisory Skills, Operations Management, Money Market, Borrowing, Sales Operations, Series 7, Series 63, Front to Back Office, Process Improvement, Process Control, Exchange Traded..., Project Management, Business Analysis, Exotic Derivatives, Client Co-ordination, Stakeholder Engagement, Microsoft Office, Operational Risk...

Education
Penn State University   1995 — 1999
Bachelor of Science (B.S.), Finance, General

Experience
Bear Stearns  FinanceMerrill Lynch1998 - 2003
UBS Investment Bank   1994 - 1998

Education
Pace University-Pleasantville/Briarcliff Campus   1985 — 1989

Experience
UBS Investment Bank   2011 - 2013
Bank of Montreal  2009 - 2011
Barclays Capital  2008 - 2009
Lehman Brothers  2006 - 2008
Deutsche Bank  2004 - 2006
CIBC  2002 - 2003
Deutsche Bank  1997 - 2002
Fudan University  1985 - 1989

Skills
Valuation, Risk Management, Product Control, Financial Risk, Equity Valuation, Capital Markets, Financial Modeling

Education
Peking University
B.Sc, Mathematics

University of Guelph
MA, Economics - Finance

University of Toronto
Ph.D Studies, Finance/Econometrics

Experience
UBS Investment Bank   Sr. Administrative AssistantUBS2007 - 2008

Education
Pace University - Lubin School of Business   2004 — 2008
Bachelor, Business Studies, Management

Experience
Deutsche Bank  April 2009 - Present
UBS Investment Bank   June 2004 - March 2009

Education
Penn State University
BS, Finance

Experience
Field Street Capital Management, LLC  May 2014 - Present
Credit Agricole CIB  January 2011 - May 2014
Credit Agricole CIB  April 2009 - January 2011
UBS Investment Bank   September 2008 - December 2008
UBS Investment Bank   June 2007 - August 2007

Skills
Options, Interest Rate..., Trading, Swaps, Volatility, Hedging, Derivatives, Fixed Income, VBA, Statistics, Mathematics, Excel, Swaptions, Interest Rate Swaps, Rates, Eurodollars, Exchange Traded..., Futures, R

Education
Penn State University   2004 — 2008
B.Sc., Finance, Mathematics

Experience
FCB Global  June 2014 - Present
Diligent Board Member Services  August 2013 - Present
Draftfcb  June 2005 - July 2013
UBS Investment Bank   March 1998 - October 2004
Bear Stearns  August 1995 - August 1997
Smith Barney  February 1993 - June 1995

Skills
Proofreading, Copy Editing, Blogging, Newsletters, Web Content, Editing, Direct Marketing, Advertising, Creative Strategy, Copywriting, Direct Mail, Brochures, Creative Direction

Education
Wellesley College   1985 — 1989
BA, English

Pratt Institute   1997 — 2000
MLS, Library Science

Experience
Red Oak Capital Inc.   June 2011 - Present
New Gate One Insurance Services   June 2011 - June 2013
Red Oak Capital LLC   November 2010 - June 2011
Evalueserve  January 2009 - November 2010
Red Oak Capital LLC   January 2004 - January 2009
Deutsche Bank Securities  2000 - 2004
UBS Investment Bank   October 1993 - February 2000
Shearson Lehman Bros.  January 1988 - October 1993
Ernst & Young  July 1983 - January 1988

Skills
Hedge Funds, Mergers, Investments, Financial Services, insurance services, Equities, Insurance, Mergers & Acquisitions, Finance, Venture Capital, Banking, Derivatives, New Business Development, Due Diligence, Management, Private Equity, Portfolio Management, Financial Analysis

Education
Pace University - Lubin School of Business   1979 — 1983
BBA-CPA Accounting, CPA Preparation

Pace University-Pleasantville/Briarcliff Campus   1979 — 1983
BBA, Accounting

Experience
Bloomberg LP  July 2014 - Present
UBS  March 2014 - June 2014
UBS  November 2010 - February 2014
S&P Capital IQ  April 2007 - November 2010
S&P Capital IQ  May 2006 - March 2007
GMAC Commercial Finance  November 2004 - April 2006
UBS Investment Bank   September 2003 - June 2004

Skills
CMO, Residential Mortgages, ABS, CMBS, Structured Finance, Fixed Income, Bloomberg, Structured Products, Valuation, Credit Analysis

Education
Pace University - Lubin School of Business   2000 — 2004
BBA

Experience
Scotiabank  July 2010 - Present
Telax Hosted Call Center   July 2009 - July 2010
Oi/Telemar  January 2004 - September 2007
Oi/Telemar  June 1999 - December 2003
UBS Investment Bank   January 1995 - June 1999

Skills
Valuation, Project Finance, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Finance, Investment Banking, Business Development, Project Management

Education
York University - Schulich School of Business   2008 — 2009
MBA, Finance and Accounting

Pontifícia Universidade Católica do Rio de Janeiro   2005 — 2005
Specialization, Project Management

Pontifícia Universidade Católica do Rio de Janeiro   1990 — 1994
BEng, Electronics

Experience
AxiomSL  March 2013 - Present
Axiom SL  January 2013 - March 2013
Local Non-Profit Organizations   September 2011 - December 2012
Barclays Capital  August 2009 - August 2011
UBS Investment Bank   January 2007 - August 2009
UBS  1989 - 2009
UBS Investment Bank   April 2006 - December 2006
UBS Investment Bank   February 2005 - March 2006
UBS Investment Bank   March 2003 - January 2005

Skills
Equities, Program Management, Enterprise Architecture, Hedge Funds, Fixed Income, Investment Banking, Strategic Planning, Management, Team Management, Derivatives, Financial Controlling, Change Management, Trading Systems, Business Analysis, Market Data, Capital Markets, Equity Derivatives, SDLC, Prime Brokerage, Electronic Trading, IT Strategy, Middle Office, Risk Management, Business Planning, Credit Derivatives, Structured Products, Back Office, Financial Markets, Options, Portfolio Management, Financial Services, FX Options, Trading, Securities, Emerging Markets, Interest Rate..., Financial Risk, Alternative Investments, Series 7, Market Risk, Valuation, Operational Risk, Bonds, Asset Management, Swaps, Equity Trading, Settlement, Reference Data, Financial Modeling, Operational Risk...

Education
Pace University - Lubin School of Business   1986 — 1988
MBA, Financial Management

Rensselaer Polytechnic Institute   1982 — 1986
BS, Computer Science

Experience
UBS Investment Bank   July 2012 - Present

Skills
Stata, Bloomberg, Corporate Finance, Economics, Financial Modeling, Valuation

Education
Pomona College   2008 — 2012
Bachelor of Arts (B.A.), Economics

Experience
Bank of America Merrill Lynch  April 2014 - Present
Bank of America  September 2011 - March 2014
Bank of America  September 2009 - September 2011
Symphono, LLC  September 2008 - September 2009
Bank of America  October 2006 - August 2008
Widepoint  June 2005 - October 2006
UBS Investment Bank   2000 - 2005

Skills
Market Data, Trading Systems, Unix, Agile Methodologies, Trading, Financial Risk

Education
University of Illinois at Chicago   1995 — 2000
MS, MIS

Peking Union Medical College   1990 — 1995
Doctor of Medicine (M.D.)

Peking University   1987 — 1990
Certificate, Biology

Experience
UBS Investment Bank   February 2015 - Present
UBS  July 2012 - Present
UBS  June 2011 - September 2011

Skills
Valuation, Financial Modeling, Derivatives, Capital Markets, Bloomberg, Investment Banking, Corporate Finance

Education
Yale University   2010 — 2012
MA, International Relations and Emerging Markets

Peking University   2006 — 2010
BA, Arab Studies and International Relations

Experience
UBS Investment Bank   April 2011 - Present
Morgan Stanley  March 2009 - April 2012
Morgan Stanley  October 2007 - March 2009

Education
Penn State University   2000 — 2004
BA, Political Science

Experience
Credit Suisse  April 2013 - Present
Markit  May 2008 - April 2013
Merrill Lynch  September 2004 - May 2008
Interactive Data  May 1993 - January 2004
UBS Investment Bank   2004 - 2004

Skills
Fixed Income, Derivatives, Credit Derivatives, Structured Finance, Market Data, Bonds, Valuation, Bloomberg, Structured Products, Securities, Equity Derivatives, Financial Modeling, Securitization, C++, Visual C++, Sybase, Oracle SQL, C#, Java, Servers, Multithreading, Multi Tasking, Testing, Software Design, Design Patterns, Client Education, Helping Clients Succeed, Mathematics, Physics, Fixed Income Analysis, Interest Rate..., Quantitative Finance, Market Risk, VBA, SQL, CMBS, Quantitative Analytics, Options, Reference Data, Bloomberg Terminal, Risk Management, CDO, Swaps, Financial Risk, Credit Risk, Financial Structuring, Software Development, Analytics, MBS, ABS

Education
New York Institute of Finance   1998 — 2000
Selective classes, Finance

Peter the Great St.Petersburg Polytechnic University   1979 — 1985
MS in engineering, Electrical Engineer

Experience
UBS Investment Bank   November 1998 - December 2007
Avon  November 1995 - October 1998
ComplexSystems   April 1994 - October 1995
IBM  October 1962 - June 1993

Education
Pratt Institute   1962 — 1965
Bachelor's degree, Mechanical Engineering

Experience
BlackRock  June 1999 - Present
Financial Accounting Standards Advisory Council (FASAC)   January 2015 - Present
UBS Investment Bank   May 1996 - June 1999
Merrill Lynch  August 1992 - May 1996

Skills
Fixed Income, Equities, Hedge Funds, Asset Management, Alternative Investments, Investments, Capital Markets, Portfolio Management, Derivatives, Investment Banking, Mutual Funds, Valuation, Private Equity, Asset Allocation, Financial Modeling, Bloomberg, Securities, Wealth Management, Investment Strategies, Equity Research

Education
Penn State University   1988 — 1992
Bachelor of Science (BS), Finance, General