UBS Investment Bank
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UBS Investment Bank Employees
Employee
Years
Job
Industry
Chisom Ude Chisom Ude's UBS Investment Bank Experience March 2013 - March 2014
Job Researcher AP at BET (BET Networks, a subsidiary of Viacom Inc.)
Industry Entertainment
Experience
BET (BET Networks, a subsidiary of Viacom Inc.) April 2014 - Present
UBS Investment Bank March 2013 - March 2014
BET NETWORKS May 2012 - March 2013
Viacom February 2012 - May 2012
Carl A. Fields Center September 2009 - May 2012
BET NETWORKS September 2011 - December 2011
Women Entertainment Empowerment Network June 2011 - August 2011
ICED Media July 2009 - September 2009
Skills
Fundraising, Budgets, Logistics, Event Planning, Non-profits, Research, Final Cut Pro, Social Media, Event Management, Blogging, Editing, Facebook, Nonprofits, Television, Entertainment, Advertising, Leadership, Public Relations, Public Speaking
Education
Princeton University 2008 — 2012
B.A, Political Economy, Certificate in African American Studies
Phillips Exeter Academy 2006 — 2008
BET (BET Networks, a subsidiary of Viacom Inc.) April 2014 - Present
UBS Investment Bank March 2013 - March 2014
BET NETWORKS May 2012 - March 2013
Viacom February 2012 - May 2012
Carl A. Fields Center September 2009 - May 2012
BET NETWORKS September 2011 - December 2011
Women Entertainment Empowerment Network June 2011 - August 2011
ICED Media July 2009 - September 2009
Skills
Fundraising, Budgets, Logistics, Event Planning, Non-profits, Research, Final Cut Pro, Social Media, Event Management, Blogging, Editing, Facebook, Nonprofits, Television, Entertainment, Advertising, Leadership, Public Relations, Public Speaking
Education
Princeton University 2008 — 2012
B.A, Political Economy, Certificate in African American Studies
Phillips Exeter Academy 2006 — 2008
Michael F. Connor Michael F. Connor's UBS Investment Bank Experience 1993 - 2003
Job Executive Vice President, Product Management at PIMCO
Industry Financial Services
Experience
PIMCO April 2012 - Present
Bank of America Merrill Lynch January 2009 - February 2012
Merrill Lynch October 2003 - January 2009
UBS Investment Bank 1993 - 2003
General Re Financial Products 1992 - 1993
Salomon Brothers 1986 - 1992
Skills
Hedge Funds, Structured Products, Equity Derivatives, Fixed Income, Credit/Rates Derivatives, Risk Management, Investment Management, Alternative Investments, Quantitative Investment..., Equities, Pensions, CDO, Swaps, Funding, Sales/Trading/Structurin..., FX, Commodities, Trading, Derivatives, Rates, Proprietary Trading, Electronic Trading, Credit, Commodity, Credit Derivatives, FX Options, Securities, Financial Structuring, Investment Banking, Market Risk, Capital Markets, Structured Finance, Portfolio Management, Options, Interest Rate..., Investments, CDS, Quantitative Finance, Bloomberg, Financial Markets
Education
University of Chicago 1983 — 1986
MBA, ABD, International Finance
Princeton University 1978 — 1982
AB, Statistics
PIMCO April 2012 - Present
Bank of America Merrill Lynch January 2009 - February 2012
Merrill Lynch October 2003 - January 2009
UBS Investment Bank 1993 - 2003
General Re Financial Products 1992 - 1993
Salomon Brothers 1986 - 1992
Skills
Hedge Funds, Structured Products, Equity Derivatives, Fixed Income, Credit/Rates Derivatives, Risk Management, Investment Management, Alternative Investments, Quantitative Investment..., Equities, Pensions, CDO, Swaps, Funding, Sales/Trading/Structurin..., FX, Commodities, Trading, Derivatives, Rates, Proprietary Trading, Electronic Trading, Credit, Commodity, Credit Derivatives, FX Options, Securities, Financial Structuring, Investment Banking, Market Risk, Capital Markets, Structured Finance, Portfolio Management, Options, Interest Rate..., Investments, CDS, Quantitative Finance, Bloomberg, Financial Markets
Education
University of Chicago 1983 — 1986
MBA, ABD, International Finance
Princeton University 1978 — 1982
AB, Statistics
Raymond Delgado Raymond Delgado's UBS Investment Bank Experience March 1980 - June 2010
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
ConvergEx Group 2009 - Present
UBS Investment Bank March 1980 - June 2010
Skills
Bloomberg, Business Analysis, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, SDLC, Securities, Series 7, Trading Systems, Financial Markets, Financial Services, Investment Banking, Prime Brokerage, Trading, Series 63, Finance, Middle Office, Electronic Trading, Investments, Equity Derivatives, Asset Management, Risk Management
Education
Queens College
ConvergEx Group 2009 - Present
UBS Investment Bank March 1980 - June 2010
Skills
Bloomberg, Business Analysis, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, SDLC, Securities, Series 7, Trading Systems, Financial Markets, Financial Services, Investment Banking, Prime Brokerage, Trading, Series 63, Finance, Middle Office, Electronic Trading, Investments, Equity Derivatives, Asset Management, Risk Management
Education
Queens College
Matthew Parr Matthew Parr's UBS Investment Bank Experience May 2004 - July 2012
Job Cohead of Midwest Investment Banking
Industry Investment Banking
Experience
Morgan Stanley July 2012 - Present
UBS Investment Bank May 2004 - July 2012
Credit Suisse September 1994 - March 2004
The Clipper Group July 1996 - July 1997
Education
Princeton University 1990 — 1994
Bachelor of Arts (B.A.), Economics
Morgan Stanley July 2012 - Present
UBS Investment Bank May 2004 - July 2012
Credit Suisse September 1994 - March 2004
The Clipper Group July 1996 - July 1997
Education
Princeton University 1990 — 1994
Bachelor of Arts (B.A.), Economics
Tyler Fiorito Tyler Fiorito's UBS Investment Bank Experience July 2012 - Present
Job US Equity Sales at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2012 - Present
Major League Lacrosse June 2012 - Present
Under Armour June 2011 - August 2011
Kidogo Capital Management August 2010 - September 2010
Education
Princeton University 2009 — 2012
Princeton University 2008 — 2012
Bachelor of Arts (B.A.), Politics
UBS Investment Bank July 2012 - Present
Major League Lacrosse June 2012 - Present
Under Armour June 2011 - August 2011
Kidogo Capital Management August 2010 - September 2010
Education
Princeton University 2009 — 2012
Princeton University 2008 — 2012
Bachelor of Arts (B.A.), Politics
Dominique Fernandes Dominique Fernandes's UBS Investment Bank Experience March 2011 - Present
Job Client Onboarding, KYC Quality Assurance at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank March 2011 - Present
Skills
KYC, Change Management, Teamwork, English, Portuguese
Education
Providence College
Sacred Heart University
UBS Investment Bank March 2011 - Present
Skills
KYC, Change Management, Teamwork, English, Portuguese
Education
Providence College
Sacred Heart University
Kate MacKenzie Kate MacKenzie's UBS Investment Bank Experience December 2008 - September 2011
Job Senior Documentation Analyst at PIMCO
Industry Financial Services
Experience
PIMCO September 2011 - Present
UBS Investment Bank December 2008 - September 2011
UBS Investment Bank April 2006 - December 2008
UBS Investment Bank June 2004 - April 2006
UBS Investment Bank October 2001 - June 2004
Education
Providence College 1997 — 2001
Bachelor of Science (B.S.), Health Policy and Management
PIMCO September 2011 - Present
UBS Investment Bank December 2008 - September 2011
UBS Investment Bank April 2006 - December 2008
UBS Investment Bank June 2004 - April 2006
UBS Investment Bank October 2001 - June 2004
Education
Providence College 1997 — 2001
Bachelor of Science (B.S.), Health Policy and Management
Wes Scott Wes Scott's UBS Investment Bank Experience June 2005 - May 2007
Job Sr. Service Delivery Manager at Interactive Intelligence
Industry Information Technology and Services
Experience
Interactive Intelligence June 2013 - Present
Learfield Sports January 2000 - Present
Technicolor March 2010 - June 2013
Duke Energy May 2007 - March 2010
UBS Investment Bank June 2005 - May 2007
Purdue University June 2004 - June 2005
Purdue University May 2003 - June 2004
Artistic Media Partners January 1997 - May 2003
Skills
Video Conferencing, Vendor Management, Project Management, Integration, Cloud Computing, Networking, Process Improvement, Training, Video, AV, IP, IT Operations, Video Production, Project Planning, Tandberg, Broadcast, Management, Collaboration Solutions, Audio Engineering, Video Editing, Collaboration Tools, Project Coordination, Project Delivery, Videoconference, Global Deployment, Global Application..., IT Service Delivery, Vendor Contracts, Budget Process, Problem Solving, Video Collaboration, Written & Oral..., ITIL Certified
Education
Purdue University 1997 — 2001
Bachelor of Arts (BA), Communications
Interactive Intelligence June 2013 - Present
Learfield Sports January 2000 - Present
Technicolor March 2010 - June 2013
Duke Energy May 2007 - March 2010
UBS Investment Bank June 2005 - May 2007
Purdue University June 2004 - June 2005
Purdue University May 2003 - June 2004
Artistic Media Partners January 1997 - May 2003
Skills
Video Conferencing, Vendor Management, Project Management, Integration, Cloud Computing, Networking, Process Improvement, Training, Video, AV, IP, IT Operations, Video Production, Project Planning, Tandberg, Broadcast, Management, Collaboration Solutions, Audio Engineering, Video Editing, Collaboration Tools, Project Coordination, Project Delivery, Videoconference, Global Deployment, Global Application..., IT Service Delivery, Vendor Contracts, Budget Process, Problem Solving, Video Collaboration, Written & Oral..., ITIL Certified
Education
Purdue University 1997 — 2001
Bachelor of Arts (BA), Communications
Dana Lord Dana Lord's UBS Investment Bank Experience February 2011 - February 2012
Job Associate at Shearman & Sterling LLP
Industry Law Practice
Experience
Shearman & Sterling LLP March 2012 - Present
UBS Investment Bank February 2011 - February 2012
Skills
Interpersonal Leadership, Outstanding..., Artistic Abilities, Theatre, Athletic Performance, Swimmer, Negotiation, Public Speaking, Business Development, Creative Writing
Education
University of Toronto 2007 — 2010
Doctor of Law (J.D.)
The University of Hong Kong
Doctor of Law (J.D.), International Law and Legal Studies
Queen's University 2003 — 2007
Bachelor of Arts (B.A.), Psychology and Political Science
Shearman & Sterling LLP March 2012 - Present
UBS Investment Bank February 2011 - February 2012
Skills
Interpersonal Leadership, Outstanding..., Artistic Abilities, Theatre, Athletic Performance, Swimmer, Negotiation, Public Speaking, Business Development, Creative Writing
Education
University of Toronto 2007 — 2010
Doctor of Law (J.D.)
The University of Hong Kong
Doctor of Law (J.D.), International Law and Legal Studies
Queen's University 2003 — 2007
Bachelor of Arts (B.A.), Psychology and Political Science
Brett Shapiro Brett Shapiro's UBS Investment Bank Experience July 2006 - November 2009
Job Partner at Varagon Capital Partners
Industry Investment Management
Experience
Varagon Capital Partners June 2014 - Present
Oak Hill Capital Partners December 2009 - June 2014
UBS Investment Bank July 2006 - November 2009
Education
Princeton University 2002 — 2006
Bachelor of Arts (B.A.), Politics, Certificate in Finance
Varagon Capital Partners June 2014 - Present
Oak Hill Capital Partners December 2009 - June 2014
UBS Investment Bank July 2006 - November 2009
Education
Princeton University 2002 — 2006
Bachelor of Arts (B.A.), Politics, Certificate in Finance
Jason Streck's UBS Investment Bank Experience February 2001 - July 2003
Job Master Pre−Sales Technical Consultant at Hitachi Data Systems
Industry Information Technology and Services
Experience
Hitachi Data Systems July 2015 - Present
Epsilon August 2012 - July 2015
PGTEK March 2012 - August 2012
Infogroup May 2011 - February 2012
DigitalGlobe April 2008 - May 2011
Dewpoint July 2007 - April 2008
ADESA, Inc. February 2004 - March 2007
UBS Investment Bank February 2001 - July 2003
Skills
HDS, Brocade, Cisco, NetApp Filers, High Availability, Veritas Volume Manager, Veritas Cluster Server, Veritas Storage..., Veritas Net Backup, Hitachi, NetApp, Data Center Relocation, Storage Area Networks, Storage Management, Storage Architecture, Storage Virtualization, Enterprise Storage, Storage Consolidation, SAN, HNAS, BlueArc, VSP, Leadership, Risk Mitigation, Risk Management, Communication Skills, Data Center, Netbackup, Solaris, VMware, Unix, Servers, Enterprise Software, Cisco Technologies, Storage Solutions, iSCSI, Fibre Channel, Sun, Infrastructure, Business Continuity, Microsoft Exchange, Integration, Pre-sales, Networking, NFS, Switches, Virtualization, Hardware, VMware ESX, Cluster
Education
Purdue University 1995 — 2000
BS, Computer Information Systems and Technology
Rose-Hulman Institute of Technology 1993 — 1994
Mechanical Engineering
Lebanon High School 1988 — 1992
High School Diploma, College Prep
Hitachi Data Systems July 2015 - Present
Epsilon August 2012 - July 2015
PGTEK March 2012 - August 2012
Infogroup May 2011 - February 2012
DigitalGlobe April 2008 - May 2011
Dewpoint July 2007 - April 2008
ADESA, Inc. February 2004 - March 2007
UBS Investment Bank February 2001 - July 2003
Skills
HDS, Brocade, Cisco, NetApp Filers, High Availability, Veritas Volume Manager, Veritas Cluster Server, Veritas Storage..., Veritas Net Backup, Hitachi, NetApp, Data Center Relocation, Storage Area Networks, Storage Management, Storage Architecture, Storage Virtualization, Enterprise Storage, Storage Consolidation, SAN, HNAS, BlueArc, VSP, Leadership, Risk Mitigation, Risk Management, Communication Skills, Data Center, Netbackup, Solaris, VMware, Unix, Servers, Enterprise Software, Cisco Technologies, Storage Solutions, iSCSI, Fibre Channel, Sun, Infrastructure, Business Continuity, Microsoft Exchange, Integration, Pre-sales, Networking, NFS, Switches, Virtualization, Hardware, VMware ESX, Cluster
Education
Purdue University 1995 — 2000
BS, Computer Information Systems and Technology
Rose-Hulman Institute of Technology 1993 — 1994
Mechanical Engineering
Lebanon High School 1988 — 1992
High School Diploma, College Prep
Philip Riportella's UBS Investment Bank Experience January 2012 - August 2012
Job Alternative Investments Group, J.P. Morgan Private Bank
Industry Banking
Experience
J.P. Morgan Private Bank May 2014 - Present
J.P. Morgan Private Bank November 2012 - April 2014
UBS Investment Bank January 2012 - August 2012
UBS Investment Bank August 2011 - January 2012
Education
Providence College 2007 — 2011
Bachelor of Science, Finance
Smithtown High School West 2003 — 2007
J.P. Morgan Private Bank May 2014 - Present
J.P. Morgan Private Bank November 2012 - April 2014
UBS Investment Bank January 2012 - August 2012
UBS Investment Bank August 2011 - January 2012
Education
Providence College 2007 — 2011
Bachelor of Science, Finance
Smithtown High School West 2003 — 2007
Priyanka (Pia) Sur Priyanka (Pia) Sur's UBS Investment Bank Experience June 2015 - Present
Job Student at Princeton University
Industry
Experience
UBS Investment Bank June 2015 - Present
IBM May 2014 - August 2014
U.S. House of Representatives May 2013 - August 2013
University of Texas May 2012 - August 2012
Sankara Nethralaya Medical Research Foundation June 2011 - August 2011
Education
Princeton University 2012 — 2016
The Woodrow Wilson School of Public and International Affairs, Concentration in Science & Technology
UBS Investment Bank June 2015 - Present
IBM May 2014 - August 2014
U.S. House of Representatives May 2013 - August 2013
University of Texas May 2012 - August 2012
Sankara Nethralaya Medical Research Foundation June 2011 - August 2011
Education
Princeton University 2012 — 2016
The Woodrow Wilson School of Public and International Affairs, Concentration in Science & Technology
Robert J Reilly Robert J Reilly's UBS Investment Bank Experience March 2009 - December 2012
Job Chief Investment Officer, Client Advisor at Sandy Cove Advisors, LLC
Industry Financial Services
Experience
Sandy Cove Advisors, LLC December 2014 - Present
J.P. Morgan July 2013 - December 2014
UBS Investment Bank March 2009 - December 2012
Lehman Brothers September 2006 - March 2009
Piper Jaffray March 2005 - August 2006
Prudential Financial August 1998 - March 2005
Education
Babson (Olin), Providence College
MBA, Finance
Providence College
BS, Finance
Sandy Cove Advisors, LLC December 2014 - Present
J.P. Morgan July 2013 - December 2014
UBS Investment Bank March 2009 - December 2012
Lehman Brothers September 2006 - March 2009
Piper Jaffray March 2005 - August 2006
Prudential Financial August 1998 - March 2005
Education
Babson (Olin), Providence College
MBA, Finance
Providence College
BS, Finance
Christine Cudahy Christine Cudahy's UBS Investment Bank Experience August 1988 - October 1998
Job Licensed Real Estate Salesperson at daniel gale sotheby's international realty
Industry Real Estate
Experience
daniel gale sotheby's international realty 2008 - Present
UBS Investment Bank August 1988 - October 1998
Education
Providence College 1984 — 1988
BS, Accounting
daniel gale sotheby's international realty 2008 - Present
UBS Investment Bank August 1988 - October 1998
Education
Providence College 1984 — 1988
BS, Accounting
Katie Robustelli Katie Robustelli's UBS Investment Bank Experience October 2009 - Present
Job Business Manager at UBS
Industry Financial Services
Experience
UBS Investment Bank October 2009 - Present
UBS Investment Bank September 2006 - September 2009
TracyLocke February 2003 - August 2006
TracyLocke December 2000 - January 2003
Skills
Investment Banking, Fixed Income, Equities, Account Management, Derivatives, Hedge Funds, Vendor Management, Trading Systems, Project Management, Capital Markets, Management, Business Analysis, Bloomberg, Trading
Education
Providence College
BS, Marketing
UBS Investment Bank October 2009 - Present
UBS Investment Bank September 2006 - September 2009
TracyLocke February 2003 - August 2006
TracyLocke December 2000 - January 2003
Skills
Investment Banking, Fixed Income, Equities, Account Management, Derivatives, Hedge Funds, Vendor Management, Trading Systems, Project Management, Capital Markets, Management, Business Analysis, Bloomberg, Trading
Education
Providence College
BS, Marketing
Benjamin Bernstein Benjamin Bernstein's UBS Investment Bank Experience July 2008 - October 2013
Job Associate at Partnership Fund for New York City
Industry Venture Capital & Private Equity
Experience
Partnership Fund for New York City October 2013 - Present
UBS Investment Bank July 2008 - October 2013
Skills
Investment Banking, Capital Markets, Equities, Valuation, Private Equity, Fixed Income, Financial Modeling, Derivatives, Corporate Finance, LBO, Emerging Markets, Equity Research, Bloomberg, Financial Structuring, DCF
Education
Princeton University 2004 — 2008
Bachelor of Arts (BA), Economics
Partnership Fund for New York City October 2013 - Present
UBS Investment Bank July 2008 - October 2013
Skills
Investment Banking, Capital Markets, Equities, Valuation, Private Equity, Fixed Income, Financial Modeling, Derivatives, Corporate Finance, LBO, Emerging Markets, Equity Research, Bloomberg, Financial Structuring, DCF
Education
Princeton University 2004 — 2008
Bachelor of Arts (BA), Economics
Pat Guerin Pat Guerin's UBS Investment Bank Experience April 2001 - April 2011
Job Jefferies, Head of U.S. M&A
Industry Financial Services
Mark Fornasiero, CFA Mark Fornasiero, CFA's UBS Investment Bank Experience November 1995 - October 2001
Job Business Strategy Coach, Partner, Entrepreneur
Industry Management Consulting
Experience
Shirlaws Group October 2012 - Present
RBC Capital Markets January 2009 - September 2012
AIG Financial Products February 2002 - November 2008
UBS Investment Bank November 1995 - October 2001
Crédit Agricole January 1995 - August 1995
RBC Capital Markets May 1991 - December 1994
Skills
Asset Management, Investments, Business Strategy, Portfolio Management, Capital Markets, Entrepreneurship, Financial Structuring, Business Coaching, Strategic Growth..., Strategy, Product Innovation, Structuring, Financial Strategy, Financial Services, Team Leadership, Culture Change, Functional Design
Education
Queen's University
MBA, Finance
Western University
BA, Finance and Economics
Shirlaws Group October 2012 - Present
RBC Capital Markets January 2009 - September 2012
AIG Financial Products February 2002 - November 2008
UBS Investment Bank November 1995 - October 2001
Crédit Agricole January 1995 - August 1995
RBC Capital Markets May 1991 - December 1994
Skills
Asset Management, Investments, Business Strategy, Portfolio Management, Capital Markets, Entrepreneurship, Financial Structuring, Business Coaching, Strategic Growth..., Strategy, Product Innovation, Structuring, Financial Strategy, Financial Services, Team Leadership, Culture Change, Functional Design
Education
Queen's University
MBA, Finance
Western University
BA, Finance and Economics
Xiaoyang Sean Dong's UBS Investment Bank Experience June 2011 - September 2011
Job PhD Candidate at Princeton University
Industry Research
Experience
Princeton University September 2012 - Present
J.P. Morgan June 2015 - August 2015
UBS Investment Bank June 2011 - September 2011
HSBC June 2010 - August 2010
Skills
Quantitative Finance, Monte Carlo Simulation
Education
Princeton University 2013 — 2017
Doctor of Philosophy (Ph.D.), Economics; Bendheim Center for Finance
Princeton University 2012 — 2013
Doctor of Philosophy (Ph.D.), Operations Research & Financial Engineering, 4.0/4.0
Shanghai Jiao Tong University 2008 — 2012
Bachelor of Science, Math and Applied Math; Physics; Economics
Princeton University September 2012 - Present
J.P. Morgan June 2015 - August 2015
UBS Investment Bank June 2011 - September 2011
HSBC June 2010 - August 2010
Skills
Quantitative Finance, Monte Carlo Simulation
Education
Princeton University 2013 — 2017
Doctor of Philosophy (Ph.D.), Economics; Bendheim Center for Finance
Princeton University 2012 — 2013
Doctor of Philosophy (Ph.D.), Operations Research & Financial Engineering, 4.0/4.0
Shanghai Jiao Tong University 2008 — 2012
Bachelor of Science, Math and Applied Math; Physics; Economics
Allen Rohl Allen Rohl's UBS Investment Bank Experience 2006 - 2008
Job Freelance Copywriter, Technical Writer, Technology Marketer and Information Systems Engineer
Industry Information Technology and Services
Experience
Rohl Copywriting January 2012 - Present
Russell Reynolds Associates June 2008 - Present
UBS January 2006 - June 2008
UBS Investment Bank 2006 - 2008
Eclipsys January 2005 - January 2006
HCL Perot Systems 2002 - 2005
Skills
Copywriting, Technical Writing, Public Speaking, Active Directory, White Papers, Case Studies, Technical Manuals, B2C marketing, B2B Marketing, Web Content, WDS, SCCM, Windows Server, Powershell, Installshield Admin..., Application Packaging, MDT, Applications Delivery, Vendor Management, Windows 7
Education
Queens College 1993 — 1996
BA
Rohl Copywriting January 2012 - Present
Russell Reynolds Associates June 2008 - Present
UBS January 2006 - June 2008
UBS Investment Bank 2006 - 2008
Eclipsys January 2005 - January 2006
HCL Perot Systems 2002 - 2005
Skills
Copywriting, Technical Writing, Public Speaking, Active Directory, White Papers, Case Studies, Technical Manuals, B2C marketing, B2B Marketing, Web Content, WDS, SCCM, Windows Server, Powershell, Installshield Admin..., Application Packaging, MDT, Applications Delivery, Vendor Management, Windows 7
Education
Queens College 1993 — 1996
BA
luc faucheux luc faucheux's UBS Investment Bank Experience October 2009 - Present
Job Managing Director at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank October 2009 - Present
Lehman Brothers Holding Inc. October 2008 - November 2009
Lehman Brothers April 2007 - September 2008
Citigroup May 2002 - April 2007
CDC IXIS 2001 - 2002
DKB FP 1995 - 2000
Education
Princeton University 1991 — 1995
Ph.D., Statistical Physics
Ecole Normale Superieure 1988 — 1991
M.S., Physics
Lycee Louis-Le-Grand 1986 — 1988
Math Sup, Mathematics
Saint Michel de Picpus 1976 — 1986
Baccalaureat, Sciences
UBS Investment Bank October 2009 - Present
Lehman Brothers Holding Inc. October 2008 - November 2009
Lehman Brothers April 2007 - September 2008
Citigroup May 2002 - April 2007
CDC IXIS 2001 - 2002
DKB FP 1995 - 2000
Education
Princeton University 1991 — 1995
Ph.D., Statistical Physics
Ecole Normale Superieure 1988 — 1991
M.S., Physics
Lycee Louis-Le-Grand 1986 — 1988
Math Sup, Mathematics
Saint Michel de Picpus 1976 — 1986
Baccalaureat, Sciences
Rachel Steuermann's UBS Investment Bank Experience May 2009 - November 2009
Job Director, Employee Communications at McGraw Hill Financial
Industry Public Relations and Communications
Experience
McGraw Hill Financial July 2015 - Present
Barclays July 2013 - July 2015
Morgan Stanley April 2010 - July 2013
UBS Investment Bank May 2009 - November 2009
UBS Investment Bank April 2006 - February 2009
UBS Investment Bank April 2004 - April 2006
Deutsche Asset Management 2001 - 2003
Zurich Scudder Investments 1991 - 2001
Skills
Internal Communications, Change Management, Corporate Communications, Strategy, Strategic Planning, Event Management, Leadership Development, Communication Training, Public Speaking, Editing, Management, Strategic Communications, Technical Writing, CRM, Content Management, Public Relations, Crisis Communications, Marketing Communications, Leadership, Program Management, Media Relations, Employee Relations, Creative Direction, Software Documentation, Web Content, Speech Writing, Social Media, Investor Relations, Thought Leadership, Content Strategy, Integrated Marketing, Content Development, Press Releases, Copywriting, Social Networking, New Media, Digital Media
Education
State University of New York College at Purchase
Bachelor’s Degree
Stony Brook University
Master’s Degree
McGraw Hill Financial July 2015 - Present
Barclays July 2013 - July 2015
Morgan Stanley April 2010 - July 2013
UBS Investment Bank May 2009 - November 2009
UBS Investment Bank April 2006 - February 2009
UBS Investment Bank April 2004 - April 2006
Deutsche Asset Management 2001 - 2003
Zurich Scudder Investments 1991 - 2001
Skills
Internal Communications, Change Management, Corporate Communications, Strategy, Strategic Planning, Event Management, Leadership Development, Communication Training, Public Speaking, Editing, Management, Strategic Communications, Technical Writing, CRM, Content Management, Public Relations, Crisis Communications, Marketing Communications, Leadership, Program Management, Media Relations, Employee Relations, Creative Direction, Software Documentation, Web Content, Speech Writing, Social Media, Investor Relations, Thought Leadership, Content Strategy, Integrated Marketing, Content Development, Press Releases, Copywriting, Social Networking, New Media, Digital Media
Education
State University of New York College at Purchase
Bachelor’s Degree
Stony Brook University
Master’s Degree
Kashi Subramanya's UBS Investment Bank Experience March 2014 - June 2014
Job Executive Director at J.P. Morgan
Industry Information Technology and Services
Experience
J.P. Morgan July 2014 - Present
UBS Investment Bank March 2014 - June 2014
UBS Investment Bank February 2006 - February 2014
Goldman Sachs November 1997 - January 2006
Bankers Trust October 1993 - October 1997
Value Software Technologies 1992 - 1993
Skills
Prime Brokerage, Trading Systems, Investment Banking, Sybase, Derivatives, Fixed Income, Equity Derivatives, Credit Derivatives, Market Data, SDLC, IT Strategy
Education
Queens College 1995 — 1997
Masters, Computer Science
Bapuji Institute of Engineering & Technology, Mysore University, India
Bachelor of Engg & Computer Sc, Computer Science & Engineering
National College, Bangalore, India
Pre-University
Sri Ramakrishna Vidyashala, Mysore, India
Highschool
J.P. Morgan July 2014 - Present
UBS Investment Bank March 2014 - June 2014
UBS Investment Bank February 2006 - February 2014
Goldman Sachs November 1997 - January 2006
Bankers Trust October 1993 - October 1997
Value Software Technologies 1992 - 1993
Skills
Prime Brokerage, Trading Systems, Investment Banking, Sybase, Derivatives, Fixed Income, Equity Derivatives, Credit Derivatives, Market Data, SDLC, IT Strategy
Education
Queens College 1995 — 1997
Masters, Computer Science
Bapuji Institute of Engineering & Technology, Mysore University, India
Bachelor of Engg & Computer Sc, Computer Science & Engineering
National College, Bangalore, India
Pre-University
Sri Ramakrishna Vidyashala, Mysore, India
Highschool
Carly Anechiarico Carly Anechiarico's UBS Investment Bank Experience April 2011 - May 2011
Job Designer / Event Consultant at Blossom Flower Shops
Industry Entertainment
Experience
Blossom Flower Shops April 2014 - Present
EW Group, LLC September 2013 - April 2014
production glue llc April 2013 - August 2013
March of Dimes December 2011 - March 2013
Blossom Flower Shops September 2005 - December 2011
UBS Investment Bank April 2011 - May 2011
92nd Street Y May 2010 - March 2011
Purchase Repertory Theatre May 2010 - February 2011
New York City Center November 2010 - November 2010
Dennae Productions June 2010 - August 2010
Skills
Event Management, Stage Management, Event Planning, Corporate Fundraising, Logistics, Customer Relations, Budgeting, Microsoft Office, Hand Sewing, Music Reading, Strong Organizational..., Floral Design, Live Production, Office Administration, Public Relations, Fundraising, Customer Service, Nonprofits, Time Management, Leadership, Volunteer Management, Management
Education
State University of New York College at Purchase 2007 — 2011
BFA, Design/Technology
Blossom Flower Shops April 2014 - Present
EW Group, LLC September 2013 - April 2014
production glue llc April 2013 - August 2013
March of Dimes December 2011 - March 2013
Blossom Flower Shops September 2005 - December 2011
UBS Investment Bank April 2011 - May 2011
92nd Street Y May 2010 - March 2011
Purchase Repertory Theatre May 2010 - February 2011
New York City Center November 2010 - November 2010
Dennae Productions June 2010 - August 2010
Skills
Event Management, Stage Management, Event Planning, Corporate Fundraising, Logistics, Customer Relations, Budgeting, Microsoft Office, Hand Sewing, Music Reading, Strong Organizational..., Floral Design, Live Production, Office Administration, Public Relations, Fundraising, Customer Service, Nonprofits, Time Management, Leadership, Volunteer Management, Management
Education
State University of New York College at Purchase 2007 — 2011
BFA, Design/Technology
Harry Tavitian Harry Tavitian's UBS Investment Bank Experience 1996 - July 2012
Job Account Manager eDiscovery Technolgy Services
Industry Financial Services
Experience
Williams Lea/UBS account June 2013 - Present
KPMG US January 2012 - July 2012
UBS Investment Bank 1996 - July 2012
CGS Technology Associates 2012 - 2012
UBS January 1996 - November 2008
UBS Investment Bank 1996 - 2005
Perot Systems/Swissbank 2001 - 2003
Perot Systems/Swissbank 1996 - 1999
Merrill Lynch 1995 - 1995
NYU Medical Center 1986 - 1995
Skills
ITIL, Software, User Acceptance Testing, Messaging, Hardware, End User Training, Vendor Management, Project Management, Process Improvement, SharePoint, Program Management, Disaster Recovery, Strategy, Security, System Administration, Leadership, Microsoft Exchange, IT Service Management, Networking, Servers, Human Resources, Risk Management, Management, Troubleshooting, IT Operations, Computer Security, Information Technology, Integration, Technical Support, Business Analysis, Enterprise Software, Training, Infrastructure, Cloud Computing, System Deployment, VMware, Business Continuity, Active Directory, Virtualization, Windows Server, Blackberry Enterprise..., Databases, Windows 7, Network Security
Education
The City College of New York
BA
Brooklyn Tech
Electrical Electronics
Queensborough Community College
Associate in Science
Williams Lea/UBS account June 2013 - Present
KPMG US January 2012 - July 2012
UBS Investment Bank 1996 - July 2012
CGS Technology Associates 2012 - 2012
UBS January 1996 - November 2008
UBS Investment Bank 1996 - 2005
Perot Systems/Swissbank 2001 - 2003
Perot Systems/Swissbank 1996 - 1999
Merrill Lynch 1995 - 1995
NYU Medical Center 1986 - 1995
Skills
ITIL, Software, User Acceptance Testing, Messaging, Hardware, End User Training, Vendor Management, Project Management, Process Improvement, SharePoint, Program Management, Disaster Recovery, Strategy, Security, System Administration, Leadership, Microsoft Exchange, IT Service Management, Networking, Servers, Human Resources, Risk Management, Management, Troubleshooting, IT Operations, Computer Security, Information Technology, Integration, Technical Support, Business Analysis, Enterprise Software, Training, Infrastructure, Cloud Computing, System Deployment, VMware, Business Continuity, Active Directory, Virtualization, Windows Server, Blackberry Enterprise..., Databases, Windows 7, Network Security
Education
The City College of New York
BA
Brooklyn Tech
Electrical Electronics
Queensborough Community College
Associate in Science
Steve Warjanka's UBS Investment Bank Experience June 2004 - August 2007
Job Vice President at Hudson Advisors, LLC
Industry Investment Banking
Experience
Hudson Advisors, LLC January 2011 - Present
Hexagon Securities February 2010 - September 2010
UBS Investment Bank June 2004 - August 2007
UBS Investment Bank July 2002 - June 2004
Credit Suisse October 2000 - June 2002
DLJ February 2000 - October 2000
Standard & Poor's September 1997 - February 2000
Skills
Structured Finance, Loans, Financial Structuring, Finance, Insurance, Mortgage Lending, Banking, Securitization, MBS, Residential Mortgages, Due Diligence, ABS, Sales, Capital Markets, Fixed Income, Portfolio Management, Analysis, Loan Servicing, Securities, Risk Management, Credit Analysis, Investments, Investment Properties, Financial Modeling, Negotiation, Management, Bloomberg, Alternative Investments, Reverse Mortgages, Private Equity, Valuation, Bonds, Structured Products, Equities, Derivatives, Loan Origination, Hedge Funds, Investment Banking, Trading, Real Estate, Credit, Asset Management
Education
Providence College 1995 — 1997
MBA, Finance
Providence College 1991 — 1995
BS, Social Sciences
Hudson Advisors, LLC January 2011 - Present
Hexagon Securities February 2010 - September 2010
UBS Investment Bank June 2004 - August 2007
UBS Investment Bank July 2002 - June 2004
Credit Suisse October 2000 - June 2002
DLJ February 2000 - October 2000
Standard & Poor's September 1997 - February 2000
Skills
Structured Finance, Loans, Financial Structuring, Finance, Insurance, Mortgage Lending, Banking, Securitization, MBS, Residential Mortgages, Due Diligence, ABS, Sales, Capital Markets, Fixed Income, Portfolio Management, Analysis, Loan Servicing, Securities, Risk Management, Credit Analysis, Investments, Investment Properties, Financial Modeling, Negotiation, Management, Bloomberg, Alternative Investments, Reverse Mortgages, Private Equity, Valuation, Bonds, Structured Products, Equities, Derivatives, Loan Origination, Hedge Funds, Investment Banking, Trading, Real Estate, Credit, Asset Management
Education
Providence College 1995 — 1997
MBA, Finance
Providence College 1991 — 1995
BS, Social Sciences
Diane Taub's UBS Investment Bank Experience June 1995 - March 2009
Job Operations Manager at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank June 1995 - March 2009
UBS 1995 - 2009
Skills
Performance Management, Offshoring, Recruiting, Management, Project Management, Human Resources, Outsourcing
Education
Queensborough Community College
UBS Investment Bank June 1995 - March 2009
UBS 1995 - 2009
Skills
Performance Management, Offshoring, Recruiting, Management, Project Management, Human Resources, Outsourcing
Education
Queensborough Community College
Dave Toth's UBS Investment Bank Experience December 1998 - March 2005
Job Market Insights Senior Analyst
Industry Financial Services
Experience
R.J. O'Brien & Associates April 2007 - Present
UBS Investment Bank December 1998 - March 2005
TJM Insitutional Services December 1997 - December 1998
Optima Research May 1996 - December 1997
Harris Futures September 1995 - May 1996
Geldermann, Inc./EDF Man August 1981 - September 1995
Skills
Options, Commodity, Foreign Exchange, FX Options, Trading, Series 7, Bloomberg, Securities, Electronic Trading, Trading Systems, Portfolio Management, Proprietary Trading, Derivatives, Mutual Funds, Hedging, Asset Managment, Investments, Alternative Investments, Risk Management, Fixed Income
Education
Purdue University 1977 — 1981
Bachelor of Science (B.S.), Business/Managerial Finance
R.J. O'Brien & Associates April 2007 - Present
UBS Investment Bank December 1998 - March 2005
TJM Insitutional Services December 1997 - December 1998
Optima Research May 1996 - December 1997
Harris Futures September 1995 - May 1996
Geldermann, Inc./EDF Man August 1981 - September 1995
Skills
Options, Commodity, Foreign Exchange, FX Options, Trading, Series 7, Bloomberg, Securities, Electronic Trading, Trading Systems, Portfolio Management, Proprietary Trading, Derivatives, Mutual Funds, Hedging, Asset Managment, Investments, Alternative Investments, Risk Management, Fixed Income
Education
Purdue University 1977 — 1981
Bachelor of Science (B.S.), Business/Managerial Finance
Mackenzie Mudgett Mackenzie Mudgett's UBS Investment Bank Experience July 2001 - July 2004
Job Michael Saunders & Company
Industry Real Estate
Experience
Michael Saunders & Company January 2012 - Present
The Boston Consulting Group August 2008 - December 2011
Celgene June 2007 - August 2007
Atlas Venture August 2004 - August 2006
UBS Investment Bank July 2001 - July 2004
Skills
Strategy, Private Equity, Executive Management, Management, Entrepreneurship, Start-ups, Marketing Strategy, Leadership, Venture Capital, Strategic Planning, Business Strategy, Due Diligence, Investments, Corporate Development
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance and Healthcare
Princeton University 1998 — 2001
A.B., Molecular Biology
Michael Saunders & Company January 2012 - Present
The Boston Consulting Group August 2008 - December 2011
Celgene June 2007 - August 2007
Atlas Venture August 2004 - August 2006
UBS Investment Bank July 2001 - July 2004
Skills
Strategy, Private Equity, Executive Management, Management, Entrepreneurship, Start-ups, Marketing Strategy, Leadership, Venture Capital, Strategic Planning, Business Strategy, Due Diligence, Investments, Corporate Development
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance and Healthcare
Princeton University 1998 — 2001
A.B., Molecular Biology
Charles Zhou's UBS Investment Bank Experience July 2014 - August 2014
Job Founder at Tiger Capital Management LLP
Industry Financial Services
Experience
Tiger Capital Management LLP July 2013 - Present
UBS Investment Bank July 2014 - August 2014
Princeton University Investment Company May 2014 - July 2014
BNY Mellon June 2013 - August 2013
AppNexus January 2013 - January 2013
Dalian Institute of Chemical Physics, Chinese Academy of Sciences, China July 2011 - August 2011
Primera Analytical Solutions Corp. June 2011 - July 2011
Skills
Microsoft Excel, Java, Python, SQL, PowerPoint, Research, Tutoring, Equities, Value Investing, Portfolio Management
Education
Princeton University 2012 — 2016
Bachelor of Science in Engineering (BSE), Operations Research and Financial Engineering (ORFE), Class of 2016
Tiger Capital Management LLP July 2013 - Present
UBS Investment Bank July 2014 - August 2014
Princeton University Investment Company May 2014 - July 2014
BNY Mellon June 2013 - August 2013
AppNexus January 2013 - January 2013
Dalian Institute of Chemical Physics, Chinese Academy of Sciences, China July 2011 - August 2011
Primera Analytical Solutions Corp. June 2011 - July 2011
Skills
Microsoft Excel, Java, Python, SQL, PowerPoint, Research, Tutoring, Equities, Value Investing, Portfolio Management
Education
Princeton University 2012 — 2016
Bachelor of Science in Engineering (BSE), Operations Research and Financial Engineering (ORFE), Class of 2016
Philip Tinsley, CFA, MBA, JD Philip Tinsley, CFA, MBA, JD's UBS Investment Bank Experience August 2003 - July 2005
Job Real Estate Development & Renewable Energy Finance
Industry Real Estate
Experience
Demeter Power Group, Inc. September 2012 - Present
PACRIM U.S. LLC December 2014 - October 2015
Matthews Southwest July 2005 - December 2012
UBS Investment Bank August 2003 - July 2005
Merrill Lynch July 2001 - August 2003
New Vantage Group (Venture Capital) May 2000 - July 2001
PricewaterhouseCoopers August 1998 - May 1999
Skills
Commercial Real Estate, Solar Finance, Strategic Partnerships, Real Estate Transactions, Real Estate Development, Due Diligence, Acquisitions, Financial Analysis, Financial Modeling, Disposition, Asset Management, Leases, Capital Markets, Investment Properties, Real Estate Financing, Valuation, Portfolio Management, Location Intelligence, Real Estate Acquisitions, Investment Banking, Private Equity, Deal Sourcing, Real Estate Private..., Asset Managment, Mergers & Acquisitions, Real Estate, Dispositions
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1999 — 2000
MBA, Finance
University of Pittsburgh School of Law 1997 — 2000
JD, Real Estate, Corporate Finance
Queen's University
Bachelor of Commerce (B.Com.), Finance, Honors
Demeter Power Group, Inc. September 2012 - Present
PACRIM U.S. LLC December 2014 - October 2015
Matthews Southwest July 2005 - December 2012
UBS Investment Bank August 2003 - July 2005
Merrill Lynch July 2001 - August 2003
New Vantage Group (Venture Capital) May 2000 - July 2001
PricewaterhouseCoopers August 1998 - May 1999
Skills
Commercial Real Estate, Solar Finance, Strategic Partnerships, Real Estate Transactions, Real Estate Development, Due Diligence, Acquisitions, Financial Analysis, Financial Modeling, Disposition, Asset Management, Leases, Capital Markets, Investment Properties, Real Estate Financing, Valuation, Portfolio Management, Location Intelligence, Real Estate Acquisitions, Investment Banking, Private Equity, Deal Sourcing, Real Estate Private..., Asset Managment, Mergers & Acquisitions, Real Estate, Dispositions
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1999 — 2000
MBA, Finance
University of Pittsburgh School of Law 1997 — 2000
JD, Real Estate, Corporate Finance
Queen's University
Bachelor of Commerce (B.Com.), Finance, Honors
Catherine Code Catherine Code's UBS Investment Bank Experience May 2002 - June 2004
Job Senior Advisor, Mergers & Acquisitions at Deloitte Canada
Industry Banking
Experience
Deloitte Canada October 2012 - Present
HSBC Bank Canada October 2004 - September 2011
UBS Investment Bank May 2002 - June 2004
CIBC World Markets April 1991 - April 2002
Bank of Canada 1988 - 1990
Bank of Canada 1988 - 1990
Skills
Investment Banking, Capital Markets, Banking, Corporate Finance, Equities, Valuation, Private Equity, Financial Modeling, Hedge Funds, Financial Institutions, Insurance, Financial Structuring, Property & Casualty..., Mergers & Acquisitions, Investments, Public Speaking, Life Insurance, Equity Research, Financial Sponsors, M&A experience, Business Advisory, Debt & Equity Financing, Securities, Pension Funds, Solvency II, Basel III
Education
Association for Investment Management and Research 1993 — 1995
Chartered Financial Analyst
York University - Schulich School of Business 1989 — 1991
MBA, Finance
Queen's University 1983 — 1988
BA Hon, Economics
Deloitte Canada October 2012 - Present
HSBC Bank Canada October 2004 - September 2011
UBS Investment Bank May 2002 - June 2004
CIBC World Markets April 1991 - April 2002
Bank of Canada 1988 - 1990
Bank of Canada 1988 - 1990
Skills
Investment Banking, Capital Markets, Banking, Corporate Finance, Equities, Valuation, Private Equity, Financial Modeling, Hedge Funds, Financial Institutions, Insurance, Financial Structuring, Property & Casualty..., Mergers & Acquisitions, Investments, Public Speaking, Life Insurance, Equity Research, Financial Sponsors, M&A experience, Business Advisory, Debt & Equity Financing, Securities, Pension Funds, Solvency II, Basel III
Education
Association for Investment Management and Research 1993 — 1995
Chartered Financial Analyst
York University - Schulich School of Business 1989 — 1991
MBA, Finance
Queen's University 1983 — 1988
BA Hon, Economics
Benjamin Spacapan Benjamin Spacapan's UBS Investment Bank Experience July 2012 - June 2014
Job Associate at H.I.G. Capital
Industry
Experience
H.I.G. Capital July 2014 - Present
UBS Investment Bank July 2012 - June 2014
UBS Investment Bank June 2011 - August 2011
Coca-Cola Icecek July 2010 - August 2010
Baxter Healthcare June 2009 - August 2009
Skills
Financial Modeling, Investment Banking, Valuation, Corporate Finance, Research, Statistics, Data Analysis, PowerPoint, Private Equity, Microsoft Office
Education
Princeton University 2008 — 2012
Bachelor of Arts (B.A.), Near Eastern History
Latin School of Chicago 2006 — 2008
High School Diploma, General Studies
Hinsdale Central High School 2004 — 2006
General Studies
H.I.G. Capital July 2014 - Present
UBS Investment Bank July 2012 - June 2014
UBS Investment Bank June 2011 - August 2011
Coca-Cola Icecek July 2010 - August 2010
Baxter Healthcare June 2009 - August 2009
Skills
Financial Modeling, Investment Banking, Valuation, Corporate Finance, Research, Statistics, Data Analysis, PowerPoint, Private Equity, Microsoft Office
Education
Princeton University 2008 — 2012
Bachelor of Arts (B.A.), Near Eastern History
Latin School of Chicago 2006 — 2008
High School Diploma, General Studies
Hinsdale Central High School 2004 — 2006
General Studies
Arvind Popli Arvind Popli's UBS Investment Bank Experience April 2001 - March 2007
Job Solution Integration – Lead Engineer at FICO
Industry Computer Software
Experience
FICO May 2014 - Present
XL Group plc November 2009 - March 2014
AVON March 2007 - February 2009
UBS Investment Bank April 2001 - March 2007
Oracle Corporation January 1998 - April 2001
Skills
C#, .NET, JDBC, Web Services, Servlets, JSP, Websphere, Java, Oracle, Certified Scrum Master..., XML, XSL, XSLT, Eclipse, AJAX, Oracle Portal, Sitecore, Apache, Oracle PL/SQL, Sybase
Education
Pune Institute of Computer Technology 1991 — 1994
B.E., Computer Science
Oak Grove School 1980 — 1990
High School, Science
FICO May 2014 - Present
XL Group plc November 2009 - March 2014
AVON March 2007 - February 2009
UBS Investment Bank April 2001 - March 2007
Oracle Corporation January 1998 - April 2001
Skills
C#, .NET, JDBC, Web Services, Servlets, JSP, Websphere, Java, Oracle, Certified Scrum Master..., XML, XSL, XSLT, Eclipse, AJAX, Oracle Portal, Sitecore, Apache, Oracle PL/SQL, Sybase
Education
Pune Institute of Computer Technology 1991 — 1994
B.E., Computer Science
Oak Grove School 1980 — 1990
High School, Science
Joseph O'Shea Joseph O'Shea's UBS Investment Bank Experience February 2011 - September 2011
Job Trading Assistant at Aristeia Capital
Industry Investment Banking
Experience
Aristeia Capital June 2015 - Present
TPG-Axon Capital October 2012 - June 2015
HedgeServ September 2011 - October 2012
UBS Investment Bank February 2011 - September 2011
UBS Financial Services January 2010 - May 2010
AQR Capital Management LLC May 2009 - January 2010
Skills
Equities, Hedge Funds, Bloomberg, Options, Trading, Fixed Income, Microsoft Office, Microsoft Excel, Portfolio Management, Securities, Middle Office, Investments, Derivatives, VBA, CDS, CFDs, Corporate Actions, Excel, Charles River IMS, Beauchamp, Oasys, Omgeo Oasys, Futures
Education
Providence College 2006 — 2010
Bachelor of Science, Finance
Iona Preparatory School 2002 — 2006
Aristeia Capital June 2015 - Present
TPG-Axon Capital October 2012 - June 2015
HedgeServ September 2011 - October 2012
UBS Investment Bank February 2011 - September 2011
UBS Financial Services January 2010 - May 2010
AQR Capital Management LLC May 2009 - January 2010
Skills
Equities, Hedge Funds, Bloomberg, Options, Trading, Fixed Income, Microsoft Office, Microsoft Excel, Portfolio Management, Securities, Middle Office, Investments, Derivatives, VBA, CDS, CFDs, Corporate Actions, Excel, Charles River IMS, Beauchamp, Oasys, Omgeo Oasys, Futures
Education
Providence College 2006 — 2010
Bachelor of Science, Finance
Iona Preparatory School 2002 — 2006
Caryn Casino Caryn Casino's UBS Investment Bank Experience July 2010 - October 2013
Job Global Administrator at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank July 2010 - October 2013
UBS 2000 - 2010
Salomon Brothers June 1975 - May 1986
Skills
Executive Office..., Office Management, Microsoft Office, Event Planning, Strategic Planning, Event Management, Marketing Communications, Marketing, Customer Service
Education
Queensborough Community College
John Adams High School
UBS Investment Bank July 2010 - October 2013
UBS 2000 - 2010
Salomon Brothers June 1975 - May 1986
Skills
Executive Office..., Office Management, Microsoft Office, Event Planning, Strategic Planning, Event Management, Marketing Communications, Marketing, Customer Service
Education
Queensborough Community College
John Adams High School
Joseph Piazza's UBS Investment Bank Experience June 2008 - August 2008
Job Associate Director of Project Management at Eze Castle Integration
Industry Information Technology and Services
Experience
Eze Castle Integration September 2013 - Present
Primary Support Solutions June 2011 - September 2013
IT² June 2010 - October 2010
Radio Shack March 2009 - May 2010
UBS Investment Bank June 2008 - August 2008
UBS Investment Bank June 2007 - August 2007
Skills
Management, Managed Services, Project Management, Vendor Management, Manage Client..., Service Delivery, Operations Management, Solution Implementation, Business Analysis, Process Improvement, Technical Support, Microsoft Office, Visual Basic, Java, JavaScript, C++, Technical Training, Technical Documentation, ConnectWise, MCTS, CSSA, MIPS, Oracle SQL, ACE
Education
City University of New York-Queens College 2006 — 2011
BS, Computer Science
Saint Francis Prep 2002 — 2006
High School, High School Diploma
Eze Castle Integration September 2013 - Present
Primary Support Solutions June 2011 - September 2013
IT² June 2010 - October 2010
Radio Shack March 2009 - May 2010
UBS Investment Bank June 2008 - August 2008
UBS Investment Bank June 2007 - August 2007
Skills
Management, Managed Services, Project Management, Vendor Management, Manage Client..., Service Delivery, Operations Management, Solution Implementation, Business Analysis, Process Improvement, Technical Support, Microsoft Office, Visual Basic, Java, JavaScript, C++, Technical Training, Technical Documentation, ConnectWise, MCTS, CSSA, MIPS, Oracle SQL, ACE
Education
City University of New York-Queens College 2006 — 2011
BS, Computer Science
Saint Francis Prep 2002 — 2006
High School, High School Diploma
Liza Cheung Liza Cheung's UBS Investment Bank Experience June 2014 - August 2014
Job IBD Summer Analyst at UBS
Industry Investment Banking
Experience
UBS Investment Bank June 2014 - August 2014
Hong Kong Monetary Authority December 2013 - January 2014
John Swire & Sons (H.K.) Limited July 2013 - August 2013
Hong Kong Interbank Clearing Limited June 2013 - June 2013
Hong Kong Trade Development Council June 2012 - July 2012
Skills
C, Java, Matlab, Mathematica, VBA, AutoCAD, STK
Education
Princeton University 2011 — 2015
Bachelor of Science in Engineering, Mechanical and Aerospace Engineering
Li Po Chun United World College of Hong Kong 2009 — 2011
Diploma of the International Baccalaureate
UBS Investment Bank June 2014 - August 2014
Hong Kong Monetary Authority December 2013 - January 2014
John Swire & Sons (H.K.) Limited July 2013 - August 2013
Hong Kong Interbank Clearing Limited June 2013 - June 2013
Hong Kong Trade Development Council June 2012 - July 2012
Skills
C, Java, Matlab, Mathematica, VBA, AutoCAD, STK
Education
Princeton University 2011 — 2015
Bachelor of Science in Engineering, Mechanical and Aerospace Engineering
Li Po Chun United World College of Hong Kong 2009 — 2011
Diploma of the International Baccalaureate
Jennifer Campbell Jennifer Campbell's UBS Investment Bank Experience June 2014 - August 2014
Job Analyst, Mergers & Acquisitions at Brookfield Financial
Industry Investment Banking
Experience
Brookfield Financial June 2015 - Present
UBS Investment Bank June 2014 - August 2014
Greybrook Capital May 2013 - August 2013
Dundee Capital Markets May 2012 - August 2012
Skills
Teamwork, Time Management, Microsoft Office, Investment Banking, Finance, Economics, Microsoft Excel, PowerPoint, Equity Valuation, Private Equity, Critical Thinking, Venture Capital, Analysis
Education
Queen's University 2011 — 2015
Bachelor’s Degree, Finance, Accounting
Etobicoke School of the Arts 2007 — 2011
High School, Dance
Brookfield Financial June 2015 - Present
UBS Investment Bank June 2014 - August 2014
Greybrook Capital May 2013 - August 2013
Dundee Capital Markets May 2012 - August 2012
Skills
Teamwork, Time Management, Microsoft Office, Investment Banking, Finance, Economics, Microsoft Excel, PowerPoint, Equity Valuation, Private Equity, Critical Thinking, Venture Capital, Analysis
Education
Queen's University 2011 — 2015
Bachelor’s Degree, Finance, Accounting
Etobicoke School of the Arts 2007 — 2011
High School, Dance
Tyler Collingbourne Tyler Collingbourne's UBS Investment Bank Experience October 2012 - October 2012
Job Analyst at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal July 2014 - Present
Northern Trust Hedge Fund Services June 2013 - August 2013
Xnergy LLC February 2013 - May 2013
Capital Management Club, LLC January 2013 - May 2013
UBS Investment Bank October 2012 - October 2012
Northern Trust Hedge Fund Services May 2012 - August 2012
The Rockport Company May 2011 - August 2011
Raymond James Financial Services, Inc. May 2011 - August 2011
Skills
Equity Research, Bloomberg, Capital IQ, Equity Derivatives, Microsoft Excel, Markitwire, Citrix, Factset, Thomson One Analytics, Merger Market, SNL Financial, Hoovers, Bloomberg Terminal, Corporate Finance, Data Analysis, Entrepreneurship, Derivatives, Finance, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Portfolio Management, Private Equity, Series 7, Valuation
Education
University of Wisconsin-Madison 2011 — 2013
Bachelor of Science (B.S.), Economics
Purdue University - Krannert School of Management 2009 — 2010
Bachelor of Business Administration (B.B.A.), Management
Purdue University
Sharon High School
Alvarez & Marsal July 2014 - Present
Northern Trust Hedge Fund Services June 2013 - August 2013
Xnergy LLC February 2013 - May 2013
Capital Management Club, LLC January 2013 - May 2013
UBS Investment Bank October 2012 - October 2012
Northern Trust Hedge Fund Services May 2012 - August 2012
The Rockport Company May 2011 - August 2011
Raymond James Financial Services, Inc. May 2011 - August 2011
Skills
Equity Research, Bloomberg, Capital IQ, Equity Derivatives, Microsoft Excel, Markitwire, Citrix, Factset, Thomson One Analytics, Merger Market, SNL Financial, Hoovers, Bloomberg Terminal, Corporate Finance, Data Analysis, Entrepreneurship, Derivatives, Finance, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Portfolio Management, Private Equity, Series 7, Valuation
Education
University of Wisconsin-Madison 2011 — 2013
Bachelor of Science (B.S.), Economics
Purdue University - Krannert School of Management 2009 — 2010
Bachelor of Business Administration (B.B.A.), Management
Purdue University
Sharon High School
Emily O'Hare Emily O'Hare's UBS Investment Bank Experience March 2011 - January 2015
Job Lead Analyst Compliance Assurance at GE Capital
Industry Financial Services
Experience
GE Capital January 2015 - Present
UBS Investment Bank March 2011 - January 2015
Morgan Stanley Smith Barney January 2009 - March 2011
UBS Investment Bank 2007 - 2008
Skills
Securities, FINRA, Series 7, Financial Services, Bloomberg, Series 63, Microsoft Excel, Foreign Exchange, Compliance, Surveillance, Series 65, Compliance Testing, Visio, Cross-border, Risk Assessment, Data Management, Client Services, Investment Advisory
Education
Providence College 2003 — 2007
BA, Economics, Business Studies
GE Capital January 2015 - Present
UBS Investment Bank March 2011 - January 2015
Morgan Stanley Smith Barney January 2009 - March 2011
UBS Investment Bank 2007 - 2008
Skills
Securities, FINRA, Series 7, Financial Services, Bloomberg, Series 63, Microsoft Excel, Foreign Exchange, Compliance, Surveillance, Series 65, Compliance Testing, Visio, Cross-border, Risk Assessment, Data Management, Client Services, Investment Advisory
Education
Providence College 2003 — 2007
BA, Economics, Business Studies
Robert Heller Robert Heller's UBS Investment Bank Experience October 2010 - January 2013
Job President & CEO
Industry Financial Services
Experience
Spectrum Gaming Capital February 2013 - Present
UBS Investment Bank October 2010 - January 2013
Heller Gaming & Leisure October 2002 - October 2010
Bahamar Development Co. 2004 - 2006
Lehman Brothers March 1997 - October 2002
Bear Stearns March 1995 - March 1997
Salomon Brothers December 1979 - March 1995
Price Waterhouse& Co. September 1976 - December 1979
Skills
Valuation, Corporate Finance, Investment Banking, Finance, Capital Markets, Private Equity, Capital Raising, Equities, Strategy, Restructuring, M&A experience, Investor Relations, Debt Restructuring, Venture Capital, Mergers & Acquisitions, Joint Ventures, Asset Management, Due Diligence, Management, Investments, Structured Finance, Financial Modeling, Fixed Income, LBO, Leveraged Finance, Private Placements, Emerging Markets, Corporate Development, Alternative Investments, Financial Structuring, Hedge Funds
Education
Queens College 1972 — 1976
BA, Accounting
Stuyvesant HS 1968 — 1972
Spectrum Gaming Capital February 2013 - Present
UBS Investment Bank October 2010 - January 2013
Heller Gaming & Leisure October 2002 - October 2010
Bahamar Development Co. 2004 - 2006
Lehman Brothers March 1997 - October 2002
Bear Stearns March 1995 - March 1997
Salomon Brothers December 1979 - March 1995
Price Waterhouse& Co. September 1976 - December 1979
Skills
Valuation, Corporate Finance, Investment Banking, Finance, Capital Markets, Private Equity, Capital Raising, Equities, Strategy, Restructuring, M&A experience, Investor Relations, Debt Restructuring, Venture Capital, Mergers & Acquisitions, Joint Ventures, Asset Management, Due Diligence, Management, Investments, Structured Finance, Financial Modeling, Fixed Income, LBO, Leveraged Finance, Private Placements, Emerging Markets, Corporate Development, Alternative Investments, Financial Structuring, Hedge Funds
Education
Queens College 1972 — 1976
BA, Accounting
Stuyvesant HS 1968 — 1972
Yiyue Wu Yiyue Wu's UBS Investment Bank Experience July 2011 - January 2013
Job Quantitative Researcher at Two Sigma
Industry Investment Banking
Experience
Two Sigma December 2014 - Present
Morgan Stanley February 2013 - November 2014
UBS Investment Bank July 2011 - January 2013
Princeton University September 2006 - June 2011
Belll Labs June 2010 - August 2010
Qualcomm 2009 - 2009
Skills
Statistical Modeling, Signal Processing, Risk Management, Trading, Matlab, Options, Analysis, Quantitative Finance, Statistics, Algorithms
Education
Princeton University 2006 — 2011
PhD, Electrical Engineering
Shanghai Jiao Tong University 2002 — 2006
B.S., Electrical Engineering
Two Sigma December 2014 - Present
Morgan Stanley February 2013 - November 2014
UBS Investment Bank July 2011 - January 2013
Princeton University September 2006 - June 2011
Belll Labs June 2010 - August 2010
Qualcomm 2009 - 2009
Skills
Statistical Modeling, Signal Processing, Risk Management, Trading, Matlab, Options, Analysis, Quantitative Finance, Statistics, Algorithms
Education
Princeton University 2006 — 2011
PhD, Electrical Engineering
Shanghai Jiao Tong University 2002 — 2006
B.S., Electrical Engineering
IMRAN Raza IMRAN Raza's UBS Investment Bank Experience June 2007 - June 2008
Job Business Intelligence Lead at Infosys
Industry Information Technology and Services
Experience
Infosys April 2012 - Present
Citi June 2009 - April 2012
Lehman Brothers April 2008 - October 2008
UBS Investment Bank June 2007 - June 2008
Skills
Data Warehousing, PL/SQL, Oracle, Business Intelligence, Requirements Analysis, ETL, SDLC, Microsoft SQL Server, SQL, Informatica, Solution Architecture, Business Objects, Data Modeling, Software Project..., Business Analysis, Requirements Gathering, Unix, SSIS, SSRS, IT Strategy, DB2, Microstrategy, Database Design, Business Requirements, Unix Shell Scripting, Agile Project Management, User Acceptance Testing, Databases, Visio, Agile Methodologies, SharePoint, Data Quality, Performance Tuning, Business Process, T-SQL, Business Process Design, Java Enterprise Edition, Data Marts, Dimensional Modeling, Data Integration, Data Migration, Enterprise Architecture, QlikView, Software Development
Education
Queens College
Bachelor of Applied Science (BASc), Computer Science
Infosys April 2012 - Present
Citi June 2009 - April 2012
Lehman Brothers April 2008 - October 2008
UBS Investment Bank June 2007 - June 2008
Skills
Data Warehousing, PL/SQL, Oracle, Business Intelligence, Requirements Analysis, ETL, SDLC, Microsoft SQL Server, SQL, Informatica, Solution Architecture, Business Objects, Data Modeling, Software Project..., Business Analysis, Requirements Gathering, Unix, SSIS, SSRS, IT Strategy, DB2, Microstrategy, Database Design, Business Requirements, Unix Shell Scripting, Agile Project Management, User Acceptance Testing, Databases, Visio, Agile Methodologies, SharePoint, Data Quality, Performance Tuning, Business Process, T-SQL, Business Process Design, Java Enterprise Edition, Data Marts, Dimensional Modeling, Data Integration, Data Migration, Enterprise Architecture, QlikView, Software Development
Education
Queens College
Bachelor of Applied Science (BASc), Computer Science
Isadora Gallardo's UBS Investment Bank Experience December 2006 - April 2007
Job Fine Jewelry Assistant
Industry Marketing and Advertising
Experience
Bergdorf Goodman December 2014 - Present
Bergdorf Goodman August 2014 - February 2015
Giorgio Armani June 2012 - July 2014
Vogue Patterns March 2014 - June 2014
Abercrombie & Fitch May 2011 - May 2012
UBS Investment Bank December 2006 - April 2007
Skills
Listening to customers, Communication, Timely Decision Making, Problem Solving, Outstanding time..., Easily Adaptable, Team-oriented, Goal Oriented, Social Networking, Social Media Marketing, PowerPoint, Always Punctual, POS, Advertising, Analytical Skills, Fashion, Merchandising, People Skills, Time Management, Retail, Luxury Goods, Brand Development, Highly detail oriented, Social Media, Apparel, Microsoft Office, Teamwork, Customer Service, Microsoft Excel
Education
Queens College 2009 — 2014
Bachelor's, FNES: Family & Consumers Sciences- Textiles and Apparel, Sociology, Business & Liberal Arts
Queens College 2009 — 2014
Bachelor of Arts (B.A.), Textiles and Apparel, Sociology
Bergdorf Goodman December 2014 - Present
Bergdorf Goodman August 2014 - February 2015
Giorgio Armani June 2012 - July 2014
Vogue Patterns March 2014 - June 2014
Abercrombie & Fitch May 2011 - May 2012
UBS Investment Bank December 2006 - April 2007
Skills
Listening to customers, Communication, Timely Decision Making, Problem Solving, Outstanding time..., Easily Adaptable, Team-oriented, Goal Oriented, Social Networking, Social Media Marketing, PowerPoint, Always Punctual, POS, Advertising, Analytical Skills, Fashion, Merchandising, People Skills, Time Management, Retail, Luxury Goods, Brand Development, Highly detail oriented, Social Media, Apparel, Microsoft Office, Teamwork, Customer Service, Microsoft Excel
Education
Queens College 2009 — 2014
Bachelor's, FNES: Family & Consumers Sciences- Textiles and Apparel, Sociology, Business & Liberal Arts
Queens College 2009 — 2014
Bachelor of Arts (B.A.), Textiles and Apparel, Sociology
Peter Eichler's UBS Investment Bank Experience July 2008 - April 2009
Job Associate at Colony Capital
Industry Venture Capital & Private Equity
Experience
Colony Capital May 2013 - Present
Aletheia Research and Management, Inc. May 2009 - December 2012
UBS Investment Bank July 2008 - April 2009
Skills
Financial Modeling, Corporate Finance, Due Diligence, Private Equity, Valuation, Investment Banking, Investments, Financial Analysis, Capital Markets
Education
Princeton University 2004 — 2008
Bachelor of Arts (B.A.), History
Colony Capital May 2013 - Present
Aletheia Research and Management, Inc. May 2009 - December 2012
UBS Investment Bank July 2008 - April 2009
Skills
Financial Modeling, Corporate Finance, Due Diligence, Private Equity, Valuation, Investment Banking, Investments, Financial Analysis, Capital Markets
Education
Princeton University 2004 — 2008
Bachelor of Arts (B.A.), History
Doug Paratore Doug Paratore's UBS Investment Bank Experience March 2006 - October 2011
Job undisclosed at Undisclosed
Industry Information Technology and Services
Experience
Credit Suisse December 2013 - Present
Red Hat June 2012 - 2013
MOGO Media Inc. November 2011 - June 2012
UBS Investment Bank March 2006 - October 2011
JPMorgan Chase February 2001 - February 2006
Swiss Bank Corporation January 1995 - November 1998
Micrognosis, Inc. February 1993 - January 1995
Mitsubishi International Corporation August 1989 - February 1993
Skills
Systems Engineering, Red Hat Linux, SAN, perl, Shell Scripting, Systems Administration, Performance Tuning, Solaris, NIS, LDAP, DNS, Systems Programming, Data Center Relocation, Data Center Architecture, Virtualization, Amazon Cloud, Hybrid Cloud, Cloud Computing, Data Center, Cluster, Perl, Unix, System Administration, Linux, Amazon Web Services...
Education
State University of New York College at Purchase 1999 — 2002
B.A., Mathematics
State University of New York at Buffalo 1986 — 1989
B.S., Electrical & Computer Engineering
Credit Suisse December 2013 - Present
Red Hat June 2012 - 2013
MOGO Media Inc. November 2011 - June 2012
UBS Investment Bank March 2006 - October 2011
JPMorgan Chase February 2001 - February 2006
Swiss Bank Corporation January 1995 - November 1998
Micrognosis, Inc. February 1993 - January 1995
Mitsubishi International Corporation August 1989 - February 1993
Skills
Systems Engineering, Red Hat Linux, SAN, perl, Shell Scripting, Systems Administration, Performance Tuning, Solaris, NIS, LDAP, DNS, Systems Programming, Data Center Relocation, Data Center Architecture, Virtualization, Amazon Cloud, Hybrid Cloud, Cloud Computing, Data Center, Cluster, Perl, Unix, System Administration, Linux, Amazon Web Services...
Education
State University of New York College at Purchase 1999 — 2002
B.A., Mathematics
State University of New York at Buffalo 1986 — 1989
B.S., Electrical & Computer Engineering
Vimal Patel Vimal Patel's UBS Investment Bank Experience August 2012 - July 2013
Job Equity Research Associate at RBC Capital Markets
Industry Oil & Energy
Experience
RBC Capital Markets November 2013 - Present
UBS Investment Bank August 2012 - July 2013
UBS Investment Bank May 2011 - August 2011
Bank of America Merrill Lynch September 2008 - April 2010
Bank of America Merrill Lynch January 2008 - September 2008
Bank of America Merrill Lynch June 2006 - December 2007
Skills
Due Diligence, Corporate Finance, Real Estate, Financial Analysis, Valuation, Investment Banking, Financial Modeling, Portfolio Management, Capital Markets, Equities, Credit Analysis, DCF, Credit, LBO, Mergers & Acquisitions, People Skills, Gujarati, Analysis, Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
MBA
Purdue University - Krannert School of Management 2002 — 2006
Jesuit High School 1998 — 2002
RBC Capital Markets November 2013 - Present
UBS Investment Bank August 2012 - July 2013
UBS Investment Bank May 2011 - August 2011
Bank of America Merrill Lynch September 2008 - April 2010
Bank of America Merrill Lynch January 2008 - September 2008
Bank of America Merrill Lynch June 2006 - December 2007
Skills
Due Diligence, Corporate Finance, Real Estate, Financial Analysis, Valuation, Investment Banking, Financial Modeling, Portfolio Management, Capital Markets, Equities, Credit Analysis, DCF, Credit, LBO, Mergers & Acquisitions, People Skills, Gujarati, Analysis, Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
MBA
Purdue University - Krannert School of Management 2002 — 2006
Jesuit High School 1998 — 2002
Jewel Crook's UBS Investment Bank Experience June 1985 - June 2008
Job Jewel's Creations Wedding/Event Planner
Industry Events Services
Experience
Jewel Crook October 2008 - Present
UBS Investment Bank June 1985 - June 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Event Planning, Photoshop, Dreamweaver, Fixed Income, Investment Banking, Project Management, Management, Access, Banking, Financial Analysis, PowerPoint, Event Management, Trading, Social Networking, Bonds, Capital Markets, Financial Modeling
Education
Queensborough Community College 1982 — 1984
No, Accounting/Computer Programming
Jewel Crook October 2008 - Present
UBS Investment Bank June 1985 - June 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Event Planning, Photoshop, Dreamweaver, Fixed Income, Investment Banking, Project Management, Management, Access, Banking, Financial Analysis, PowerPoint, Event Management, Trading, Social Networking, Bonds, Capital Markets, Financial Modeling
Education
Queensborough Community College 1982 — 1984
No, Accounting/Computer Programming
Greg Sayegh Greg Sayegh's UBS Investment Bank Experience 2001 - 2007
Job Executive Search Recruiter
Industry Staffing and Recruiting
Experience
Harbor Associates 2008 - Present
Orbian 2007 - 2008
UBS Investment Bank 2001 - 2007
PanAmSat 1997 - 2001
World Wrestling Entertainment 1995 - 1997
Skills
Recruiting, Executive Search, Talent Acquisition, Negotiation, Technical Recruiting, Sourcing, Accounting, Financial Analysis, Auditing, Sarbanes-Oxley Act, Financial Modeling, Financial Reporting, Corporate Finance, Finance, Internal Controls, Cost Accounting, Tax, Banking, Valuation, Budgets, Financial Accounting, US GAAP, GAAP, Forecasting, Revenue Recognition, Business Development, Leadership, Microsoft Excel, Audit, SOX, Private Equity, Compliance, Budgeting, Hedge Funds, Supply Chain Finance, Financial Control, FASB, Financial Management, Variance Analysis, SAS 70, Fixed Income, Risk Management, Process Improvement, Human Resources, Vendor Management, Software Implementation, Applicant Tracking..., Internet Recruiting, Talent Management, Interviews
Education
Providence College 1991 — 1995
B.S.
Canterbury School 1987 — 1991
St. Margaret's McTernan
Harbor Associates 2008 - Present
Orbian 2007 - 2008
UBS Investment Bank 2001 - 2007
PanAmSat 1997 - 2001
World Wrestling Entertainment 1995 - 1997
Skills
Recruiting, Executive Search, Talent Acquisition, Negotiation, Technical Recruiting, Sourcing, Accounting, Financial Analysis, Auditing, Sarbanes-Oxley Act, Financial Modeling, Financial Reporting, Corporate Finance, Finance, Internal Controls, Cost Accounting, Tax, Banking, Valuation, Budgets, Financial Accounting, US GAAP, GAAP, Forecasting, Revenue Recognition, Business Development, Leadership, Microsoft Excel, Audit, SOX, Private Equity, Compliance, Budgeting, Hedge Funds, Supply Chain Finance, Financial Control, FASB, Financial Management, Variance Analysis, SAS 70, Fixed Income, Risk Management, Process Improvement, Human Resources, Vendor Management, Software Implementation, Applicant Tracking..., Internet Recruiting, Talent Management, Interviews
Education
Providence College 1991 — 1995
B.S.
Canterbury School 1987 — 1991
St. Margaret's McTernan
Giulia Doyle's UBS Investment Bank Experience 1997 - 1999
Job Associate Director of Communications at CREA
Industry Real Estate
Experience
Canadian Real Estate Association October 2011 - Present
CIBC Run for the Cure March 2011 - October 2011
MD Physician Services June 2004 - October 2011
ESEC July 2002 - July 2003
Farner PR and Consulting July 2000 - July 2002
UBS Investment Bank 1997 - 1999
UBS Investment Bank 1997 - 1999
Skills
Strategic Communications, Internal Communications, Blogging, Crisis Communications, Communications Planning, Marketing Communications, Corporate Communications, Social Media, Media Relations, Copy Editing, Press Releases, Copywriting, Advertising
Education
AdPro.ca and Change Management Learning Center
Certification, Certifcation in Change Management in accordance with Prosci methodologies and tools
American University of Paris
BA, International Business and Economics
Queen's University
Certificate of Achievement, Strategy and Organizational Change
Canadian Real Estate Association October 2011 - Present
CIBC Run for the Cure March 2011 - October 2011
MD Physician Services June 2004 - October 2011
ESEC July 2002 - July 2003
Farner PR and Consulting July 2000 - July 2002
UBS Investment Bank 1997 - 1999
UBS Investment Bank 1997 - 1999
Skills
Strategic Communications, Internal Communications, Blogging, Crisis Communications, Communications Planning, Marketing Communications, Corporate Communications, Social Media, Media Relations, Copy Editing, Press Releases, Copywriting, Advertising
Education
AdPro.ca and Change Management Learning Center
Certification, Certifcation in Change Management in accordance with Prosci methodologies and tools
American University of Paris
BA, International Business and Economics
Queen's University
Certificate of Achievement, Strategy and Organizational Change
Rick Guarnaccia Rick Guarnaccia's UBS Investment Bank Experience July 2015 - Present
Job Americas Equities Operating Officer
Industry Financial Services
Experience
UBS Investment Bank July 2015 - Present
Natural G Foods 2012 - June 2015
Deutsche Bank 2005 - 2012
Deutsche Bank 2002 - 2005
Deutsche Bank July 1999 - July 2002
Lehman Brothers February 1997 - July 1999
Price Waterhouse Management Consultants August 1993 - February 1997
Skills
Entrepreneurship, Food Industry, Ingredients, Natural Foods, Food Packaging, New Business Development, Equities, Management, Trading, Credit Derivatives, Capital Markets, Derivatives, Fixed Income, Investment Banking, Marketing Strategy, Marketing, Product Development, Prime Brokerage, Middle Office, Sales, Hedge Funds
Education
Providence College 1989 — 1993
Bachelor of Science (BS), Finance, General
UBS Investment Bank July 2015 - Present
Natural G Foods 2012 - June 2015
Deutsche Bank 2005 - 2012
Deutsche Bank 2002 - 2005
Deutsche Bank July 1999 - July 2002
Lehman Brothers February 1997 - July 1999
Price Waterhouse Management Consultants August 1993 - February 1997
Skills
Entrepreneurship, Food Industry, Ingredients, Natural Foods, Food Packaging, New Business Development, Equities, Management, Trading, Credit Derivatives, Capital Markets, Derivatives, Fixed Income, Investment Banking, Marketing Strategy, Marketing, Product Development, Prime Brokerage, Middle Office, Sales, Hedge Funds
Education
Providence College 1989 — 1993
Bachelor of Science (BS), Finance, General
Thaddeus Davis's UBS Investment Bank Experience 2004 - 2009
Job Senior Vice President at Jefferies
Industry Investment Banking
Experience
Jefferies & Company 2009 - Present
UBS Investment Bank 2004 - 2009
Caremark 2002 - 2004
Networks 2001 - 2002
USWeb/CKS - Mitchell Madison Group 1999 - 2001
James Martin 1997 - 1999
Skills
Mergers, Investment Banking, Risk Management, Financial Modeling, Equities, Valuation, Corporate Finance, Capital Markets, Portfolio Management, Financial Analysis, Business Analysis, Fixed Income, Investments, Business Process..., Asset Managment, Capital Structure, LBO, M, Leveraged Finance, Private Equity
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA
Purdue University 1993 — 1997
Bachelors of Science
Jefferies & Company 2009 - Present
UBS Investment Bank 2004 - 2009
Caremark 2002 - 2004
Networks 2001 - 2002
USWeb/CKS - Mitchell Madison Group 1999 - 2001
James Martin 1997 - 1999
Skills
Mergers, Investment Banking, Risk Management, Financial Modeling, Equities, Valuation, Corporate Finance, Capital Markets, Portfolio Management, Financial Analysis, Business Analysis, Fixed Income, Investments, Business Process..., Asset Managment, Capital Structure, LBO, M, Leveraged Finance, Private Equity
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA
Purdue University 1993 — 1997
Bachelors of Science
Guy Ardrey's UBS Investment Bank Experience 1996 - 1998
Job Development Officer at Deerfield Academy
Industry Fund-Raising
Experience
Deerfield Academy 2010 - Present
Goldman Sachs 2002 - 2009
UBS Investment Bank 1996 - 1998
Whitney Museum of American Art 1995 - 1996
National Gallery of Art 1993 - 1995
Skills
Fundraising, Nonprofits, Social Media, Philanthropy, Non-profits, Capital Markets, Public Speaking, Research, Annual Giving, Alumni Relations, Financial Modeling, Event Planning, Volunteer Management, Stewardship, Strategic Planning
Education
Yale University 2000 — 2002
MBA, Investment Management
University of Oxford 1998 — 2000
M.St. and M.Litt., Art History
Princeton University 1990 — 1994
BA, Art History
Groton School 1987 — 1990
Deerfield Academy 2010 - Present
Goldman Sachs 2002 - 2009
UBS Investment Bank 1996 - 1998
Whitney Museum of American Art 1995 - 1996
National Gallery of Art 1993 - 1995
Skills
Fundraising, Nonprofits, Social Media, Philanthropy, Non-profits, Capital Markets, Public Speaking, Research, Annual Giving, Alumni Relations, Financial Modeling, Event Planning, Volunteer Management, Stewardship, Strategic Planning
Education
Yale University 2000 — 2002
MBA, Investment Management
University of Oxford 1998 — 2000
M.St. and M.Litt., Art History
Princeton University 1990 — 1994
BA, Art History
Groton School 1987 — 1990
Manish Sainani's UBS Investment Bank Experience May 2001 - August 2001
Job Principal Product Manager at Splunk
Industry Information Technology and Services
Experience
Splunk September 2014 - Present
Microsoft November 2011 - September 2014
Microsoft March 2010 - November 2011
Microsoft May 2008 - March 2010
Motive, Inc. October 2006 - May 2008
Capgemini March 2002 - October 2006
UBS Investment Bank May 2001 - August 2001
Skills
Product Management, Program Management, Product Development, Business Strategy, Customer Experience, IT Strategy, Strategic Planning, Strategic Partnerships, Consultative Selling, Account Management, Solution Selling, New Business Development, Contract Negotiations, Technical Management, Leading Cross..., Negotiation, Team Building, Collaborative Problem..., Large Scale Deployments, Product Life Cycle..., Key Performance..., IT Operations, Cloud Computing, Hadoop, Sun Certified Java..., Java software..., Hive, HBase, PHP, Ruby on Rails, High Performance..., SQL, SQL Server, Analytics, MapReduce, Data Refining, Data Analysis, Risk Analytics, Financial Markets, Trading Strategies, Trading Systems, Equity Trading, Futures, Financial Modeling, Windows Azure, Data, Strategy, Product Lifecycle..., Business Analysis, Leadership
Education
Stanford University Graduate School of Business 2006 — 2006
Certificate Course in Stanford Advanced Project Management, Project Management
Purdue University 2000 — 2002
BS, Computer Science
Indian High School
Splunk September 2014 - Present
Microsoft November 2011 - September 2014
Microsoft March 2010 - November 2011
Microsoft May 2008 - March 2010
Motive, Inc. October 2006 - May 2008
Capgemini March 2002 - October 2006
UBS Investment Bank May 2001 - August 2001
Skills
Product Management, Program Management, Product Development, Business Strategy, Customer Experience, IT Strategy, Strategic Planning, Strategic Partnerships, Consultative Selling, Account Management, Solution Selling, New Business Development, Contract Negotiations, Technical Management, Leading Cross..., Negotiation, Team Building, Collaborative Problem..., Large Scale Deployments, Product Life Cycle..., Key Performance..., IT Operations, Cloud Computing, Hadoop, Sun Certified Java..., Java software..., Hive, HBase, PHP, Ruby on Rails, High Performance..., SQL, SQL Server, Analytics, MapReduce, Data Refining, Data Analysis, Risk Analytics, Financial Markets, Trading Strategies, Trading Systems, Equity Trading, Futures, Financial Modeling, Windows Azure, Data, Strategy, Product Lifecycle..., Business Analysis, Leadership
Education
Stanford University Graduate School of Business 2006 — 2006
Certificate Course in Stanford Advanced Project Management, Project Management
Purdue University 2000 — 2002
BS, Computer Science
Indian High School
Nauman Lakhani's UBS Investment Bank Experience 2006 - 2008
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi 2015 - Present
Deloitte 2011 - 2015
KPMG 2008 - 2011
UBS Investment Bank 2006 - 2008
LAN USA INC 2004 - 2005
Kimberly Clark Corporation 1998 - 2004
Skills
Corporate Finance, Mergers & Acquisitions, Valuation, Corporate Development, Financial Modeling, IPO, P&L Management, Strategic Planning, Private Equity, Due Diligence, Forecasting, Business Development
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
MBA, Finance, Accounting and Strategy
Purdue University
BS, Chemical Engineering
Citi 2015 - Present
Deloitte 2011 - 2015
KPMG 2008 - 2011
UBS Investment Bank 2006 - 2008
LAN USA INC 2004 - 2005
Kimberly Clark Corporation 1998 - 2004
Skills
Corporate Finance, Mergers & Acquisitions, Valuation, Corporate Development, Financial Modeling, IPO, P&L Management, Strategic Planning, Private Equity, Due Diligence, Forecasting, Business Development
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
MBA, Finance, Accounting and Strategy
Purdue University
BS, Chemical Engineering
Puneet Malhotra's UBS Investment Bank Experience November 2014 - Present
Job Senior SQL Server DBA at UBS Investment Bank
Industry Information Technology and Services
Experience
UBS Investment Bank November 2014 - Present
Skills
Databases, Microsoft SQL Server, SSIS, SQL, Clustering, Performance Tuning, Disaster Recovery, AlwaysON, SQL Tuning, Database Administration, Powershell, High Availability, Cluster, Replication, Operating Systems, Log Shipping, Data Migration, Database Design, Mirroring
Education
Punjab Technical University 1998 — 2002
Bachelor of Technology (B.Tech.), Computer Science
Cambridge School
UBS Investment Bank November 2014 - Present
Skills
Databases, Microsoft SQL Server, SSIS, SQL, Clustering, Performance Tuning, Disaster Recovery, AlwaysON, SQL Tuning, Database Administration, Powershell, High Availability, Cluster, Replication, Operating Systems, Log Shipping, Data Migration, Database Design, Mirroring
Education
Punjab Technical University 1998 — 2002
Bachelor of Technology (B.Tech.), Computer Science
Cambridge School
Josh Loeb's UBS Investment Bank Experience 2003 - 2007
Job Vice President, Quantitative Software Engineer, Two Harbors Investment
Industry Financial Services
Experience
Two Harbors Investment Corp. January 2014 - Present
AllianceBernstein September 2013 - December 2013
The Baupost Group May 2011 - February 2013
AllianceBernstein March 2008 - May 2011
UBS Investment Bank 2003 - 2007
Merrill Lynch 1998 - 2000
Tudor Investment 1996 - 1999
Skills
Fixed Income, .NET, WCF Services, Entity Framework, Microsoft SQL Server, Relational Databases, SQL, C++, C#, VBA, WCF, LINQ, Bonds, Analysis, Software Development, Bloomberg, Hedge Funds, Portfolio Management, Trading Systems, Derivatives, SDLC, Capital Markets
Education
University of Massachusetts, Amherst 1991 — 1993
Graduate Physics
Stony Brook University 1989 — 1991
BS, Physics
Purchase College, SUNY 1987 — 1989
Two Harbors Investment Corp. January 2014 - Present
AllianceBernstein September 2013 - December 2013
The Baupost Group May 2011 - February 2013
AllianceBernstein March 2008 - May 2011
UBS Investment Bank 2003 - 2007
Merrill Lynch 1998 - 2000
Tudor Investment 1996 - 1999
Skills
Fixed Income, .NET, WCF Services, Entity Framework, Microsoft SQL Server, Relational Databases, SQL, C++, C#, VBA, WCF, LINQ, Bonds, Analysis, Software Development, Bloomberg, Hedge Funds, Portfolio Management, Trading Systems, Derivatives, SDLC, Capital Markets
Education
University of Massachusetts, Amherst 1991 — 1993
Graduate Physics
Stony Brook University 1989 — 1991
BS, Physics
Purchase College, SUNY 1987 — 1989
John Lu's UBS Investment Bank Experience November 2010 - November 2012
Job Principal, FineSys
Industry Banking
Experience
PIMCO April 2013 - Present
FineSys January 2009 - Present
UBS Investment Bank November 2010 - November 2012
Barclays Capital April 2007 - April 2009
HSBC February 2004 - March 2007
Platinum Grove Asset Management 2002 - 2004
Skills
Derivatives, Quantitative Analytics, Credit Derivatives, Valuation, Financial Risk, Low-latency high..., Interest Rate...
Education
Purdue University
MS,PhD, Computer Science, Civil Engineering
Stanford University
MS, Aerospace, Aeronautical and Astronautical Engineering
PIMCO April 2013 - Present
FineSys January 2009 - Present
UBS Investment Bank November 2010 - November 2012
Barclays Capital April 2007 - April 2009
HSBC February 2004 - March 2007
Platinum Grove Asset Management 2002 - 2004
Skills
Derivatives, Quantitative Analytics, Credit Derivatives, Valuation, Financial Risk, Low-latency high..., Interest Rate...
Education
Purdue University
MS,PhD, Computer Science, Civil Engineering
Stanford University
MS, Aerospace, Aeronautical and Astronautical Engineering
Kiran Reddy Dwarakapuram's UBS Investment Bank Experience 2008 - 2010
Job AD at UBS
Industry Information Technology and Services
Experience
UBS January 2009 - Present
UBS Investment Bank 2008 - 2010
First Fututes Software September 2006 - March 2008
Symantec December 2004 - August 2006
Cognizant Technology Solutions. June 2004 - December 2004
Siemens Information Systems Ltd November 2003 - April 2004
Education
PSG College of Technology 2001 — 2004
MCA
University of Madras
UBS January 2009 - Present
UBS Investment Bank 2008 - 2010
First Fututes Software September 2006 - March 2008
Symantec December 2004 - August 2006
Cognizant Technology Solutions. June 2004 - December 2004
Siemens Information Systems Ltd November 2003 - April 2004
Education
PSG College of Technology 2001 — 2004
MCA
University of Madras
Tony Meyers's UBS Investment Bank Experience May 1998 - May 2005
Job Trader
Industry Financial Services
Experience
Deutsche Bank February 2013 - Present
Hammerstone Group October 2011 - March 2013
CRT CAPITAL LLC July 2005 - October 2011
UBS Investment Bank May 1998 - May 2005
Cantor Fitzgerald September 1996 - February 1998
Furman Selz March 1996 - September 1996
CS First Boston May 1994 - March 1996
Bear/Hunter Specialist May 1993 - May 1994
Skills
Series 7, Alternative Investments, Bloomberg, Bonds, Capital Markets, Equities, Equity Research, Equity Trading, FINRA, Fixed Income, Hedge Funds, Options, Proprietary Trading, Securities, Series 63, Trading, Trading Systems
Education
Providence College 1988 — 1992
Deutsche Bank February 2013 - Present
Hammerstone Group October 2011 - March 2013
CRT CAPITAL LLC July 2005 - October 2011
UBS Investment Bank May 1998 - May 2005
Cantor Fitzgerald September 1996 - February 1998
Furman Selz March 1996 - September 1996
CS First Boston May 1994 - March 1996
Bear/Hunter Specialist May 1993 - May 1994
Skills
Series 7, Alternative Investments, Bloomberg, Bonds, Capital Markets, Equities, Equity Research, Equity Trading, FINRA, Fixed Income, Hedge Funds, Options, Proprietary Trading, Securities, Series 63, Trading, Trading Systems
Education
Providence College 1988 — 1992
Shiv Vasisht's UBS Investment Bank Experience 1999 - August 2013
Job Managing Director at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch August 2013 - Present
UBS Investment Bank 1999 - August 2013
Education
Princeton University 1995 — 1999
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance
Bank of America Merrill Lynch August 2013 - Present
UBS Investment Bank 1999 - August 2013
Education
Princeton University 1995 — 1999
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance
Boon Tiak Pang's UBS Investment Bank Experience June 2004 - September 2006
Job Associate at AQR
Industry Computer Software
Experience
AQR July 2011 - Present
Morgan Stanley September 2006 - July 2011
UBS Investment Bank June 2004 - September 2006
KBC Financial Products May 2002 - June 2004
Knight Securities September 1999 - June 2002
Goldman Sachs June 1997 - September 1999
Skills
Fixed Income, Commodity, Trading Systems, Equity Trading, Derivatives, Equity Derivatives, Financial Modeling, Trading, Market Data, Options, Investment Banking, Electronic Trading, Commodity Markets, Credit Derivatives, Equities
Education
Purdue University 1994 — 1997
BSCee, Computer and Electrical Engineering
Raffles Junior College 1990 — 1991
A level, Engineering
Raffles Institution
AQR July 2011 - Present
Morgan Stanley September 2006 - July 2011
UBS Investment Bank June 2004 - September 2006
KBC Financial Products May 2002 - June 2004
Knight Securities September 1999 - June 2002
Goldman Sachs June 1997 - September 1999
Skills
Fixed Income, Commodity, Trading Systems, Equity Trading, Derivatives, Equity Derivatives, Financial Modeling, Trading, Market Data, Options, Investment Banking, Electronic Trading, Commodity Markets, Credit Derivatives, Equities
Education
Purdue University 1994 — 1997
BSCee, Computer and Electrical Engineering
Raffles Junior College 1990 — 1991
A level, Engineering
Raffles Institution
Devendra Inamdar's UBS Investment Bank Experience 2007 - 2009
Job Vice President at BNP Paribas
Industry Information Technology and Services
Experience
BNP Paribas July 2011 - Present
KCG Holdings, Inc. November 2008 - July 2011
UBS Investment Bank 2007 - 2009
TCS Asia Pacific, Singapore 2006 - 2007
TIBCO Software 2005 - 2006
Persistent Systems 2002 - 2005
Skills
Java, Sybase, JMS, Distributed Systems, Java Enterprise Edition, Multithreading, Unix, Core Java, Hibernate, Trading Systems, SQL, Spring, TIBCO, Oracle, ION Marketview
Education
Pune Institute of Computer Technology 1998 — 2002
BE Computer Science, Computer Science
BNP Paribas July 2011 - Present
KCG Holdings, Inc. November 2008 - July 2011
UBS Investment Bank 2007 - 2009
TCS Asia Pacific, Singapore 2006 - 2007
TIBCO Software 2005 - 2006
Persistent Systems 2002 - 2005
Skills
Java, Sybase, JMS, Distributed Systems, Java Enterprise Edition, Multithreading, Unix, Core Java, Hibernate, Trading Systems, SQL, Spring, TIBCO, Oracle, ION Marketview
Education
Pune Institute of Computer Technology 1998 — 2002
BE Computer Science, Computer Science
Nathaniel Dean's UBS Investment Bank Experience May 2006 - November 2007
Job Software and systems development
Industry Computer Software
Experience
SmarterTravel June 2015 - Present
Wayfair May 2014 - June 2015
Bloomberg LP May 2013 - April 2014
JP Morgan Chase August 2010 - May 2013
Conductor, Inc November 2008 - August 2010
TopCoder, Inc January 2008 - October 2008
UBS Investment Bank May 2006 - November 2007
Tandem Transport Corp May 2004 - April 2006
Skills
Perl, Spring, Java, JavaScript, Subversion, SQL, Linux, Distributed Systems, MySQL, Agile Methodologies, XML, Hibernate, Python, Unix, Maven, Git, Shell Scripting
Education
Purdue University 1997 — 2003
Bachelor's Degree, Math/CS
SmarterTravel June 2015 - Present
Wayfair May 2014 - June 2015
Bloomberg LP May 2013 - April 2014
JP Morgan Chase August 2010 - May 2013
Conductor, Inc November 2008 - August 2010
TopCoder, Inc January 2008 - October 2008
UBS Investment Bank May 2006 - November 2007
Tandem Transport Corp May 2004 - April 2006
Skills
Perl, Spring, Java, JavaScript, Subversion, SQL, Linux, Distributed Systems, MySQL, Agile Methodologies, XML, Hibernate, Python, Unix, Maven, Git, Shell Scripting
Education
Purdue University 1997 — 2003
Bachelor's Degree, Math/CS
Leonid Berezin's UBS Investment Bank Experience August 2010 - June 2012
Job VP, at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase November 2011 - Present
UBS Investment Bank August 2010 - June 2012
IDT December 2009 - September 2010
UBS Investment Bank October 2008 - December 2009
AllianceBernstein July 2007 - October 2008
Barclays Capital 2005 - 2007
PBG 2002 - 2005
JPMorgan Chase 2000 - 2002
CNBC.com 1999 - 2000
Net2Phone 1998 - 1999
Skills
SDLC, SQL, Data Warehousing, Unix, Databases, Enterprise Architecture, Oracle, Data Modeling, Business Analysis, Sybase
Education
Queens College 1994 — 1997
MS, Computer Science
JPMorgan Chase November 2011 - Present
UBS Investment Bank August 2010 - June 2012
IDT December 2009 - September 2010
UBS Investment Bank October 2008 - December 2009
AllianceBernstein July 2007 - October 2008
Barclays Capital 2005 - 2007
PBG 2002 - 2005
JPMorgan Chase 2000 - 2002
CNBC.com 1999 - 2000
Net2Phone 1998 - 1999
Skills
SDLC, SQL, Data Warehousing, Unix, Databases, Enterprise Architecture, Oracle, Data Modeling, Business Analysis, Sybase
Education
Queens College 1994 — 1997
MS, Computer Science
Danielle Wieneke's UBS Investment Bank Experience June 2007 - August 2007
Job Student at Providence College
Industry Financial Services
Experience
UBS Investment Bank June 2007 - August 2007
Education
Providence College 2004 — 2008
BA, Political Science
Tufts University
UBS Investment Bank June 2007 - August 2007
Education
Providence College 2004 — 2008
BA, Political Science
Tufts University
Kathleen Gioffre's UBS Investment Bank Experience 2005 - 2009
Job Head of Talent Acquisition&Leadership Recruiting at Aetna
Industry Hospital & Health Care
Experience
Aetna July 2013 - Present
Gartner 2009 - 2013
UBS Investment Bank 2005 - 2009
Deloitte Consulting 1996 - 2003
Goldman Sachs 1990 - 1996
Education
Providence College
BA
Aetna July 2013 - Present
Gartner 2009 - 2013
UBS Investment Bank 2005 - 2009
Deloitte Consulting 1996 - 2003
Goldman Sachs 1990 - 1996
Education
Providence College
BA
Ramsey El-Assal's UBS Investment Bank Experience September 2009 - June 2011
Job Senior Vice President / Analyst at Jefferies & Co.
Industry Financial Services
Experience
Jefferies December 2014 - Present
Jefferies & Co. March 2011 - Present
UBS Investment Bank September 2009 - June 2011
MasterCard Advisors 2006 - September 2009
Coinstar September 2005 - December 2006
Prodigi Prepaid Solutions (sold to Coinstar E-Pay Services) March 2003 - August 2005
Skills
Payments, Financial Modeling, Credit Cards, Financial Services, Mobile Payments, Debit Cards, Financial Analysis, Payment Systems, Valuation, Analytics, Credit Risk, Equity Research
Education
Princeton University 1992 — 2002
MFA, Ph.D., Music History
University of California, Riverside
Bachelor's degree
Jefferies December 2014 - Present
Jefferies & Co. March 2011 - Present
UBS Investment Bank September 2009 - June 2011
MasterCard Advisors 2006 - September 2009
Coinstar September 2005 - December 2006
Prodigi Prepaid Solutions (sold to Coinstar E-Pay Services) March 2003 - August 2005
Skills
Payments, Financial Modeling, Credit Cards, Financial Services, Mobile Payments, Debit Cards, Financial Analysis, Payment Systems, Valuation, Analytics, Credit Risk, Equity Research
Education
Princeton University 1992 — 2002
MFA, Ph.D., Music History
University of California, Riverside
Bachelor's degree
Dalia Bose Tole, CFA's UBS Investment Bank Experience June 1999 - March 2007
Job
Industry Financial Services
Experience
Keller Williams August 2013 - Present
Yahoo June 2011 - December 2013
UBS Investment Bank June 1999 - March 2007
PaineWebber June 1998 - June 1999
Skills
Finance, Valuation, Equities, Asset Management, Emerging Markets, M&A analysis, Equity Research, Financial Markets, Real Estate, Investments, Analysis, Investment Banking, Capital Markets, Financial Analysis, Real Estate Transactions, Financial Modeling
Education
CFA Institute 2000 — 2002
Chartered Financial Analyst
Queens College 1996 — 1999
BA
Keller Williams August 2013 - Present
Yahoo June 2011 - December 2013
UBS Investment Bank June 1999 - March 2007
PaineWebber June 1998 - June 1999
Skills
Finance, Valuation, Equities, Asset Management, Emerging Markets, M&A analysis, Equity Research, Financial Markets, Real Estate, Investments, Analysis, Investment Banking, Capital Markets, Financial Analysis, Real Estate Transactions, Financial Modeling
Education
CFA Institute 2000 — 2002
Chartered Financial Analyst
Queens College 1996 — 1999
BA
David Bloom's UBS Investment Bank Experience 2008 - Present
Job Managing Director at UBS
Industry Information Technology and Services
Experience
UBS Investment Bank 2008 - Present
JPMorgan 1996 - 2008
Andersen Consulting 1991 - 1996
Skills
Trading Systems, Electronic Trading, Fixed Income, Investment Banking, Derivatives, Capital Markets, Market Data
Education
Princeton University 1987 — 1991
AB, Computer Science
UBS Investment Bank 2008 - Present
JPMorgan 1996 - 2008
Andersen Consulting 1991 - 1996
Skills
Trading Systems, Electronic Trading, Fixed Income, Investment Banking, Derivatives, Capital Markets, Market Data
Education
Princeton University 1987 — 1991
AB, Computer Science
Matthew Musa's UBS Investment Bank Experience July 2008 - February 2012
Job Director at Citi
Industry Financial Services
Adam Behlman's UBS Investment Bank Experience June 2009 - April 2011
Job Co President
Industry Financial Services
Experience
LNR Property LLC April 2015 - Present
LNR Property Corporation September 2011 - Present
UBS Investment Bank June 2009 - April 2011
UBS Investment Bank July 2006 - April 2011
Deutsche Bank Securities March 1997 - July 2006
Deloitte Touche 1990 - 1997
Skills
Investment Banking, Hedge Funds, Fixed Income, Investments, Asset Management, CMBS, Capital Markets, Due Diligence, Equities, Financial Modeling, Financial Structuring, Management, Portfolio Management, Real Estate Economics, Securitization, Valuation, Structured Finance
Education
City University of New York-Queens College 1984 — 1990
BA, Accounting and Economics
LNR Property LLC April 2015 - Present
LNR Property Corporation September 2011 - Present
UBS Investment Bank June 2009 - April 2011
UBS Investment Bank July 2006 - April 2011
Deutsche Bank Securities March 1997 - July 2006
Deloitte Touche 1990 - 1997
Skills
Investment Banking, Hedge Funds, Fixed Income, Investments, Asset Management, CMBS, Capital Markets, Due Diligence, Equities, Financial Modeling, Financial Structuring, Management, Portfolio Management, Real Estate Economics, Securitization, Valuation, Structured Finance
Education
City University of New York-Queens College 1984 — 1990
BA, Accounting and Economics
Jessica Rodino's UBS Investment Bank Experience July 2006 - June 2007
Job Talent Acquisition Professional at UBS
Industry Financial Services
Experience
UBS May 2012 - Present
UBS June 2007 - November 2012
UBS Investment Bank July 2006 - June 2007
UBS Investment Bank April 2004 - July 2006
UBS Investment Bank April 2003 - April 2004
UBS Investment Bank May 2002 - April 2003
Citizens Financial Bank October 2000 - May 2002
Skills
Prime Brokerage, Hedge Funds, Investment Banking, Talent Acquisition, Talent Management, Settlement, Recruiting, Equities, Fixed Income, Financial Services
Education
Providence College
Bachelor of Arts (BA), Quantitative Economics & Finance
UBS May 2012 - Present
UBS June 2007 - November 2012
UBS Investment Bank July 2006 - June 2007
UBS Investment Bank April 2004 - July 2006
UBS Investment Bank April 2003 - April 2004
UBS Investment Bank May 2002 - April 2003
Citizens Financial Bank October 2000 - May 2002
Skills
Prime Brokerage, Hedge Funds, Investment Banking, Talent Acquisition, Talent Management, Settlement, Recruiting, Equities, Fixed Income, Financial Services
Education
Providence College
Bachelor of Arts (BA), Quantitative Economics & Finance
Marc Daniel's UBS Investment Bank Experience August 2011 - December 2012
Job Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey January 2013 - Present
UBS Investment Bank August 2011 - December 2012
RBC Capital Markets 2004 - August 2011
Bear Stearns 2000 - 2004
Merrill Lynch & Co 1993 - 2000
Davis Polk & Wardwell 1990 - 1993
Manufacturers Hanover Trust 1983 - 1986
Education
The University of Chicago - Booth School of Business 1986 — 1990
MBA
University of Chicago Law School 1986 — 1990
JD
Princeton University 1979 — 1983
AB, History
SunTrust Robinson Humphrey January 2013 - Present
UBS Investment Bank August 2011 - December 2012
RBC Capital Markets 2004 - August 2011
Bear Stearns 2000 - 2004
Merrill Lynch & Co 1993 - 2000
Davis Polk & Wardwell 1990 - 1993
Manufacturers Hanover Trust 1983 - 1986
Education
The University of Chicago - Booth School of Business 1986 — 1990
MBA
University of Chicago Law School 1986 — 1990
JD
Princeton University 1979 — 1983
AB, History
David Santorsola's UBS Investment Bank Experience March 2008 - February 2009
Job Business Development Professional
Industry Financial Services
Experience
Hitachi Capital America 2010 - 2012
UBS Investment Bank March 2008 - February 2009
UBS 2000 - 2008
2003-2007UBS July 2003 - December 2007
UBS Investment Bank January 1998 - December 2007
US Treasury January 2000 - January 2003
US Treasury January 1998 - January 2000
Skills
Fixed Income, Trading, Bloomberg, Hedge Funds, Securities, Electronic Trading, Valuation, Banking, Structured Products, Back Office, Credit, Series 63, Management, Settlement, Sales
Education
Purchase College, SUNY
Bachelor’s Degree
SUNY Westchester
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
pchs
Hitachi Capital America 2010 - 2012
UBS Investment Bank March 2008 - February 2009
UBS 2000 - 2008
2003-2007UBS July 2003 - December 2007
UBS Investment Bank January 1998 - December 2007
US Treasury January 2000 - January 2003
US Treasury January 1998 - January 2000
Skills
Fixed Income, Trading, Bloomberg, Hedge Funds, Securities, Electronic Trading, Valuation, Banking, Structured Products, Back Office, Credit, Series 63, Management, Settlement, Sales
Education
Purchase College, SUNY
Bachelor’s Degree
SUNY Westchester
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
pchs
Justin Seacord's UBS Investment Bank Experience April 2010 - February 2014
Job Equity Structured Derivatives Group at UBS
Industry Investment Banking
Experience
UBS Investment Bank April 2010 - February 2014
UBS Investment Bank August 2007 - April 2010
UBS Investment Bank April 2007 - August 2007
Morgan Stanley August 2005 - April 2007
Education
Purchase College, SUNY 2001 — 2005
UBS Investment Bank April 2010 - February 2014
UBS Investment Bank August 2007 - April 2010
UBS Investment Bank April 2007 - August 2007
Morgan Stanley August 2005 - April 2007
Education
Purchase College, SUNY 2001 — 2005
Blaise Sheppard, CFA's UBS Investment Bank Experience January 2014 - Present
Job Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank January 2014 - Present
State Street Global Markets October 2009 - December 2013
State Street January 2009 - January 2010
State Street June 2008 - December 2008
Skills
Fixed Income, Equities, Bloomberg, Financial Markets, Trading Systems, Electronic Trading, Hedge Funds, Capital Markets, Trading, Derivatives, Investments, Asset Management, FX Options
Education
Providence College 2004 — 2008
BS, Finance
UBS Investment Bank January 2014 - Present
State Street Global Markets October 2009 - December 2013
State Street January 2009 - January 2010
State Street June 2008 - December 2008
Skills
Fixed Income, Equities, Bloomberg, Financial Markets, Trading Systems, Electronic Trading, Hedge Funds, Capital Markets, Trading, Derivatives, Investments, Asset Management, FX Options
Education
Providence College 2004 — 2008
BS, Finance
Nathaniel Dean's UBS Investment Bank Experience April 2006 - November 2007
Job Developer at Conductor
Industry Computer Software
Experience
Conductor, Inc. November 2008 - Present
TopCoder January 2008 - October 2008
UBS Investment Bank April 2006 - November 2007
Tandem Transport Corp. April 2004 - March 2006
Education
Purdue University 1997 — 2000
Conductor, Inc. November 2008 - Present
TopCoder January 2008 - October 2008
UBS Investment Bank April 2006 - November 2007
Tandem Transport Corp. April 2004 - March 2006
Education
Purdue University 1997 — 2000
Thomas Haines's UBS Investment Bank Experience July 2003 - August 2006
Job Managing Director at Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners August 2006 - Present
UBS Investment Bank July 2003 - August 2006
Westbrook Partners 1999 - 2001
Morgan Stanley 1997 - 1999
Skills
Private Equity, Investment Banking, Valuation, Mergers & Acquisitions, Financial Modeling, Hedge Funds, Alternative Investments, LBO
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA
Princeton University 1993 — 1997
Taft School 1989 — 1993
Perella Weinberg Partners August 2006 - Present
UBS Investment Bank July 2003 - August 2006
Westbrook Partners 1999 - 2001
Morgan Stanley 1997 - 1999
Skills
Private Equity, Investment Banking, Valuation, Mergers & Acquisitions, Financial Modeling, Hedge Funds, Alternative Investments, LBO
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA
Princeton University 1993 — 1997
Taft School 1989 — 1993
Sean Alexander's UBS Investment Bank Experience May 2007 - September 2007
Job Associate Portfolio Manager at Cypress Capital Management
Industry Financial Services
Experience
Cypress Capital Management February 2015 - Present
RBC April 2014 - December 2014
RBC April 2012 - April 2014
RBC Capital Markets October 2010 - April 2012
Manulife Financial June 2008 - July 2010
UBS Investment Bank May 2007 - September 2007
EnCana October 1999 - May 2004
Skills
Portfolio Management, Capital Markets, Financial Modeling, Valuation, Financial Analysis, Investments, Finance, Equities, Risk Management
Education
University of Toronto - Rotman School of Management 2006 — 2008
MBA, Finance and Strategy
Queen's University 1995 — 1999
Bsc (Eng), Geology Geophysics Engineering
Cypress Capital Management February 2015 - Present
RBC April 2014 - December 2014
RBC April 2012 - April 2014
RBC Capital Markets October 2010 - April 2012
Manulife Financial June 2008 - July 2010
UBS Investment Bank May 2007 - September 2007
EnCana October 1999 - May 2004
Skills
Portfolio Management, Capital Markets, Financial Modeling, Valuation, Financial Analysis, Investments, Finance, Equities, Risk Management
Education
University of Toronto - Rotman School of Management 2006 — 2008
MBA, Finance and Strategy
Queen's University 1995 — 1999
Bsc (Eng), Geology Geophysics Engineering
Ashish Chabria's UBS Investment Bank Experience June 2000 - June 2008
Job Head of Health Care Banking at Mizuho Securities USA Inc.
Industry Investment Banking
Experience
Mizuho October 2010 - Present
Pharmascience August 2008 - June 2010
UBS Investment Bank June 2000 - June 2008
Chase Manhattan Corporation 1994 - 2000
Skills
Financial Modeling, Private Equity, Valuation, Due Diligence, Equities, Venture Capital, Financial Analysis, Investor Relations, Business Planning, Management, Strategy, Financial Structuring, Private Placements, Competitive Analysis, Entrepreneurship, Start-ups, Leveraged Finance, Banking, Fixed Income, Hedge Funds, Portfolio Management, Structured Finance, Investments
Education
Queens College
BA, Accounting & Info Systems
Mizuho October 2010 - Present
Pharmascience August 2008 - June 2010
UBS Investment Bank June 2000 - June 2008
Chase Manhattan Corporation 1994 - 2000
Skills
Financial Modeling, Private Equity, Valuation, Due Diligence, Equities, Venture Capital, Financial Analysis, Investor Relations, Business Planning, Management, Strategy, Financial Structuring, Private Placements, Competitive Analysis, Entrepreneurship, Start-ups, Leveraged Finance, Banking, Fixed Income, Hedge Funds, Portfolio Management, Structured Finance, Investments
Education
Queens College
BA, Accounting & Info Systems
Jesse Nolan's UBS Investment Bank Experience September 2006 - June 2012
Job Manager, Derivative Operations, Prudential Fixed Income
Industry Financial Services
Experience
Prudential Financial March 2015 - Present
UBS June 2012 - March 2015
UBS Investment Bank September 2006 - June 2012
Investors Bank & Trust 2001 - 2006
Skills
Collateral Management, Investment Banking, Team Management, Financial Services, Management, Middle Office, Risk Management
Education
Providence College 1996 — 2000
Bachelor of Science, Marketing
Prudential Financial March 2015 - Present
UBS June 2012 - March 2015
UBS Investment Bank September 2006 - June 2012
Investors Bank & Trust 2001 - 2006
Skills
Collateral Management, Investment Banking, Team Management, Financial Services, Management, Middle Office, Risk Management
Education
Providence College 1996 — 2000
Bachelor of Science, Marketing
Robert Creighton's UBS Investment Bank Experience July 2007 - March 2009
Job Senior Associate at Littlejohn & Co
Industry Venture Capital & Private Equity
Experience
Littlejohn & Co June 2013 - Present
Littlejohn & Co July 2010 - June 2013
Brantley Partners March 2009 - August 2010
UBS Investment Bank July 2007 - March 2009
Education
Princeton University 2003 — 2007
AB, Mathematics
Littlejohn & Co June 2013 - Present
Littlejohn & Co July 2010 - June 2013
Brantley Partners March 2009 - August 2010
UBS Investment Bank July 2007 - March 2009
Education
Princeton University 2003 — 2007
AB, Mathematics
Peter McCulloch's UBS Investment Bank Experience 1988 - 2002
Job Independent Financial Services Professional
Industry Capital Markets
Experience
Rosenthal Collins Group November 2010 - May 2012
UBS Investment Bank 1988 - 2002
Skills
FX trading, Options, FX Options, Trading Systems, Capital Markets, Derivatives, Electronic Trading, Trading, Equities, Financial Markets, Currency, Bonds, Fixed Income, Structured Products, Swaps
Education
Queen's University 1984 — 1988
Honours BA, Economics
Rosenthal Collins Group November 2010 - May 2012
UBS Investment Bank 1988 - 2002
Skills
FX trading, Options, FX Options, Trading Systems, Capital Markets, Derivatives, Electronic Trading, Trading, Equities, Financial Markets, Currency, Bonds, Fixed Income, Structured Products, Swaps
Education
Queen's University 1984 — 1988
Honours BA, Economics
Derek Davies's UBS Investment Bank Experience 2002 - 2008
Job Managing Director at Deutsche Bank AG
Industry Banking
Experience
Deutsche Bank AG October 2011 - June 2015
Sohkan Capital Management Inc. 2010 - November 2011
Deutsche Bank Commodities Canada Ltd June 2008 - May 2010
Deutsche Bank AG, Canada Branch 2008 - 2010
UBS Investment Bank 2002 - 2008
Enron 1995 - 2002
Skills
Private Equity, Trading Systems, Strategic Financial..., Sales, Asset Management, Alternative Investments, Business Strategy, Capital Markets, Commodity, Commodity Markets, Commodity Risk..., Corporate Finance, Derivatives, Due Diligence, Energy, Equities, Financial Analysis, Financial Modeling, Financial Structuring, Fixed Income, Gas, Hedge Funds, Hedging, Investment Banking, Investments, Management, Mergers, Natural Gas, Options, Portfolio Management, Risk Management, Structured Finance, Structured Products, Swaps, Trading, Valuation, Financial Markets, Financial Risk, Finance, Strategy, Strategic Planning, Energy Industry
Education
Queen's University
MBA
University of Calgary
BA Econ
University of Guelph
MA Econ
Deutsche Bank AG October 2011 - June 2015
Sohkan Capital Management Inc. 2010 - November 2011
Deutsche Bank Commodities Canada Ltd June 2008 - May 2010
Deutsche Bank AG, Canada Branch 2008 - 2010
UBS Investment Bank 2002 - 2008
Enron 1995 - 2002
Skills
Private Equity, Trading Systems, Strategic Financial..., Sales, Asset Management, Alternative Investments, Business Strategy, Capital Markets, Commodity, Commodity Markets, Commodity Risk..., Corporate Finance, Derivatives, Due Diligence, Energy, Equities, Financial Analysis, Financial Modeling, Financial Structuring, Fixed Income, Gas, Hedge Funds, Hedging, Investment Banking, Investments, Management, Mergers, Natural Gas, Options, Portfolio Management, Risk Management, Structured Finance, Structured Products, Swaps, Trading, Valuation, Financial Markets, Financial Risk, Finance, Strategy, Strategic Planning, Energy Industry
Education
Queen's University
MBA
University of Calgary
BA Econ
University of Guelph
MA Econ
Michael Donohue's UBS Investment Bank Experience June 1995 - December 1999
Job Managing Director at Mizuho Securities USA
Industry Investment Banking
Experience
Mizuho Securities USA Inc. April 2015 - Present
RBS Markets & International Banking June 2012 - April 2015
Barclays Capital June 1999 - June 2012
UBS Investment Bank June 1995 - December 1999
Skills
Investment Banking, Capital Markets, Commodity, Corporate Finance, Derivatives, Due Diligence, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Investments, Loans, Mergers, Risk Management, Structured Finance, Valuation
Education
Providence College 1975 — 1979
BA, Finance
Mizuho Securities USA Inc. April 2015 - Present
RBS Markets & International Banking June 2012 - April 2015
Barclays Capital June 1999 - June 2012
UBS Investment Bank June 1995 - December 1999
Skills
Investment Banking, Capital Markets, Commodity, Corporate Finance, Derivatives, Due Diligence, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Investments, Loans, Mergers, Risk Management, Structured Finance, Valuation
Education
Providence College 1975 — 1979
BA, Finance
Courtney Fukuda's UBS Investment Bank Experience June 2010 - August 2010
Job Associate at BlackRock Alternative Advisors
Industry Financial Services
Experience
BlackRock Alternative Advisors August 2012 - Present
BlackRock May 2011 - August 2011
UBS Investment Bank June 2010 - August 2010
Education
Punahou School 2008 — 2012
Yale University 2008 — 2012
Bachelor of Arts (B.A.), Economics & International Studies
BlackRock Alternative Advisors August 2012 - Present
BlackRock May 2011 - August 2011
UBS Investment Bank June 2010 - August 2010
Education
Punahou School 2008 — 2012
Yale University 2008 — 2012
Bachelor of Arts (B.A.), Economics & International Studies
Robert Strebel's UBS Investment Bank Experience 1997 - Present
Job Executive Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank 1997 - Present
Skills
Derivatives, Capital Markets, Fixed Income, Hedge Funds, Investment Banking
Education
Queen's University 1993 — 1997
BAH, Economics
UBS Investment Bank 1997 - Present
Skills
Derivatives, Capital Markets, Fixed Income, Hedge Funds, Investment Banking
Education
Queen's University 1993 — 1997
BAH, Economics
Catha Mullen's UBS Investment Bank Experience June 2007 - June 2009
Job Strategy & Business Development Director, Personal Capital
Industry Financial Services
Experience
Personal Capital June 2012 - Present
Farm to Cup February 2011 - December 2012
Physic Ventures 2011 - 2011
The Rockefeller Group August 2009 - August 2010
UBS Investment Bank June 2007 - June 2009
Skills
Financial Modeling, Mergers & Acquisitions, Strategy, Start-ups, Equities, Investments, Venture Capital, Business Strategy, Corporate Finance, Valuation, Entrepreneurship, Investment Banking, Cross-functional Team..., Long Distance Running, Product Management, Analytics, Private Equity, Running, Corporate Development, Emerging Markets, Business Development, Digital Marketing, Customer Acquisition, Digital Strategy, Wealth Management, Financial Technology
Education
Stanford Graduate School of Business 2010 — 2013
Master of Business Administration (MBA)
Princeton University 2003 — 2007
Bachelor of Arts (B.A.), Politics
Bronxville High School 1999 — 2003
Personal Capital June 2012 - Present
Farm to Cup February 2011 - December 2012
Physic Ventures 2011 - 2011
The Rockefeller Group August 2009 - August 2010
UBS Investment Bank June 2007 - June 2009
Skills
Financial Modeling, Mergers & Acquisitions, Strategy, Start-ups, Equities, Investments, Venture Capital, Business Strategy, Corporate Finance, Valuation, Entrepreneurship, Investment Banking, Cross-functional Team..., Long Distance Running, Product Management, Analytics, Private Equity, Running, Corporate Development, Emerging Markets, Business Development, Digital Marketing, Customer Acquisition, Digital Strategy, Wealth Management, Financial Technology
Education
Stanford Graduate School of Business 2010 — 2013
Master of Business Administration (MBA)
Princeton University 2003 — 2007
Bachelor of Arts (B.A.), Politics
Bronxville High School 1999 — 2003
Darrell McConnell's UBS Investment Bank Experience October 1993 - April 2009
Job Senior Vice President, MF Global
Industry Financial Services
Experience
MF Global June 2009 - November 2011
UBS Investment Bank October 1993 - April 2009
Education
Queen's University Belfast 1987 — 1991
Bsc, Accounting
MF Global June 2009 - November 2011
UBS Investment Bank October 1993 - April 2009
Education
Queen's University Belfast 1987 — 1991
Bsc, Accounting
Dylan Stamer's UBS Investment Bank Experience March 2013 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS Investment Bank March 2013 - Present
Credit Suisse June 2010 - Present
Barclays Capital June 2006 - May 2010
Education
Princeton University
UBS Investment Bank March 2013 - Present
Credit Suisse June 2010 - Present
Barclays Capital June 2006 - May 2010
Education
Princeton University
Manikandan Dhamodharan's UBS Investment Bank Experience October 2007 - January 2012
Job C++ / ultra low latency
Industry Computer Software
Experience
Morgan Stanley December 2014 - Present
Barclays Investment Bank May 2013 - December 2014
Thomson Reuters January 2012 - May 2013
UBS Investment Bank October 2007 - January 2012
Citicards December 2004 - October 2007
Siemens June 2003 - December 2004
Skills
Multithreading, Algorithms, Software Development, C++, Distributed Systems, Unix Shell Scripting, Low Latency, Data Structures, C, High Performance..., Network Programming, Core Java, FIX, Python, Ultra Low Latency
Education
PSG College of Technology 1999 — 2003
bachelors of engineering, Electronics and communications
Morgan Stanley December 2014 - Present
Barclays Investment Bank May 2013 - December 2014
Thomson Reuters January 2012 - May 2013
UBS Investment Bank October 2007 - January 2012
Citicards December 2004 - October 2007
Siemens June 2003 - December 2004
Skills
Multithreading, Algorithms, Software Development, C++, Distributed Systems, Unix Shell Scripting, Low Latency, Data Structures, C, High Performance..., Network Programming, Core Java, FIX, Python, Ultra Low Latency
Education
PSG College of Technology 1999 — 2003
bachelors of engineering, Electronics and communications
Randy Minniear's UBS Investment Bank Experience 1969 - 2008
Job Owner Salt Creek Golf Resort
Industry Financial Services
Experience
Salt Creek Golf Resort January 2009 - Present
RMR Associates, LLC September 2008 - Present
NFL Alumni Inc 1986 - Present
NFL Player Care Foundation 2009 - 2013
UBS Investment Bank 1969 - 2008
New York Football Giants 1966 - 1970
Skills
Equities, Trading Systems, Hedge Funds, Trading, Series 7, Capital Markets, Investments, Options, Securities, Asset Managment, Risk Management, Series 63, Sports Coaching, Public Speaking, Asset Management, Fixed Income, Alternative Investments, Investment Banking, Derivatives, Financial Markets, Private Equity, Electronic Trading, Emerging Markets, Valuation, Bonds, Mutual Funds, Wealth Management, Investment Management, Asset Allocation, Equity Trading, Investment Strategies, Portfolio Management, Venture Capital, FX Options, Bloomberg
Education
Purdue University 1962 — 1966
BPE, Teaching - Biological Science
Broad Ripple High School 1958 — 1962
College Prep
Salt Creek Golf Resort January 2009 - Present
RMR Associates, LLC September 2008 - Present
NFL Alumni Inc 1986 - Present
NFL Player Care Foundation 2009 - 2013
UBS Investment Bank 1969 - 2008
New York Football Giants 1966 - 1970
Skills
Equities, Trading Systems, Hedge Funds, Trading, Series 7, Capital Markets, Investments, Options, Securities, Asset Managment, Risk Management, Series 63, Sports Coaching, Public Speaking, Asset Management, Fixed Income, Alternative Investments, Investment Banking, Derivatives, Financial Markets, Private Equity, Electronic Trading, Emerging Markets, Valuation, Bonds, Mutual Funds, Wealth Management, Investment Management, Asset Allocation, Equity Trading, Investment Strategies, Portfolio Management, Venture Capital, FX Options, Bloomberg
Education
Purdue University 1962 — 1966
BPE, Teaching - Biological Science
Broad Ripple High School 1958 — 1962
College Prep
Riteshchandra Bharat's UBS Investment Bank Experience May 2007 - June 2008
Job Consultant Sr Software developer at RBC Capital Markets
Industry Computer Software
Experience
RBC Capital Markets March 2011 - Present
Credit Suisse May 2009 - March 2011
Bloomberg July 2008 - January 2009
UBS Investment Bank May 2007 - June 2008
Blue Lane Technologies January 2005 - December 2006
Oracle November 2003 - December 2004
Education
Pune Institute of Computer Technology
Engineering, Computer Science
RBC Capital Markets March 2011 - Present
Credit Suisse May 2009 - March 2011
Bloomberg July 2008 - January 2009
UBS Investment Bank May 2007 - June 2008
Blue Lane Technologies January 2005 - December 2006
Oracle November 2003 - December 2004
Education
Pune Institute of Computer Technology
Engineering, Computer Science
Sara Goldfarb's UBS Investment Bank Experience November 2009 - September 2011
Job Executive Assistant at Personalized Boutique
Industry Investment Banking
Experience
Personalized Boutique February 2012 - Present
UBS Investment Bank November 2009 - September 2011
Merrill Lynch March 2007 - March 2009
Bear Stearns 1997 - 2005
Skills
Outlook, Equities, Budgets, Asset Managment, Vendor Management, Microsoft Excel, Asset Management, Onboarding, Analysis, Administrative..., Management, Microsoft Office, Customer Service, Event Planning, Time Management, Social Media
Education
Queens College
BA, Communications
Personalized Boutique February 2012 - Present
UBS Investment Bank November 2009 - September 2011
Merrill Lynch March 2007 - March 2009
Bear Stearns 1997 - 2005
Skills
Outlook, Equities, Budgets, Asset Managment, Vendor Management, Microsoft Excel, Asset Management, Onboarding, Analysis, Administrative..., Management, Microsoft Office, Customer Service, Event Planning, Time Management, Social Media
Education
Queens College
BA, Communications
Ann Driscoll's UBS Investment Bank Experience 1998 - December 2010
Job Vice President, Finance & Operations at Peters & Company LImited
Industry Capital Markets
Experience
Peters & Co. Limited January 2011 - Present
UBS Investment Bank 1998 - December 2010
Deloitte 1994 - 1998
Education
Queen's University 1990 — 1994
BComm
Peters & Co. Limited January 2011 - Present
UBS Investment Bank 1998 - December 2010
Deloitte 1994 - 1998
Education
Queen's University 1990 — 1994
BComm
Catherine Code's UBS Investment Bank Experience May 2002 - July 2004
Job Managing Director at HSBC
Industry Investment Banking
Experience
HSBC October 2004 - Present
UBS Investment Bank May 2002 - July 2004
CIBC World Markets April 1991 - April 2002
Bank of Canada April 1988 - August 1989
Education
York University - Schulich School of Business 1989 — 1991
MBA, Finance
Queen's University 1983 — 1988
BA Honours, Economics
HSBC October 2004 - Present
UBS Investment Bank May 2002 - July 2004
CIBC World Markets April 1991 - April 2002
Bank of Canada April 1988 - August 1989
Education
York University - Schulich School of Business 1989 — 1991
MBA, Finance
Queen's University 1983 — 1988
BA Honours, Economics
Alexandra Ince's UBS Investment Bank Experience July 2011 - February 2013
Job CPA, CA (Ontario)
Industry Accounting
Experience
UBS Investment Bank July 2011 - February 2013
UBS Investment Bank September 2008 - June 2011
Community Unitarian Church, White Plains October 2007 - February 2009
Furniture Sharehouse September 2007 - September 2008
Junior League of Westchester on the Sound January 2007 - August 2008
Ernst & Young, Toronto, Canada September 1988 - April 1998
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, SharePoint Designer, MicroStrategy Reporting, QuickBooks, Quicken, Analytics, Account Reconciliation, Change Management, Analysis
Education
Queen's University 1984 — 1987
Honours BA, Political Studies
UBS Investment Bank July 2011 - February 2013
UBS Investment Bank September 2008 - June 2011
Community Unitarian Church, White Plains October 2007 - February 2009
Furniture Sharehouse September 2007 - September 2008
Junior League of Westchester on the Sound January 2007 - August 2008
Ernst & Young, Toronto, Canada September 1988 - April 1998
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, SharePoint Designer, MicroStrategy Reporting, QuickBooks, Quicken, Analytics, Account Reconciliation, Change Management, Analysis
Education
Queen's University 1984 — 1987
Honours BA, Political Studies
Vincent Repaci's UBS Investment Bank Experience 2003 - Present
Job Managing Director at UBS Investment Bank
Industry Capital Markets
Experience
UBS Investment Bank 2003 - Present
Skills
Structured Finance, Capital Markets, Private Equity, Portfolio Management, Leveraged Finance, Investment Banking, Corporate Finance, Mergers & Acquisitions, Financial Structuring, Fixed Income, Valuation, Restructuring, Finance, Strategic Planning, Financial Modeling, Due Diligence
Education
Providence College
UBS Investment Bank 2003 - Present
Skills
Structured Finance, Capital Markets, Private Equity, Portfolio Management, Leveraged Finance, Investment Banking, Corporate Finance, Mergers & Acquisitions, Financial Structuring, Fixed Income, Valuation, Restructuring, Finance, Strategic Planning, Financial Modeling, Due Diligence
Education
Providence College
Mark Psaltis's UBS Investment Bank Experience October 1997 - April 2009
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2010 - Present
MF Global June 2009 - March 2010
UBS Investment Bank October 1997 - April 2009
Skills
Derivatives, Hedge Funds, Alternative Investments, Capital Markets, Electronic Trading, Equities, Trading Systems, Clearing, Client Relations Skills, Options, Credit Derivatives
Education
Purdue University - Krannert School of Management
BSM
Goldman Sachs June 2010 - Present
MF Global June 2009 - March 2010
UBS Investment Bank October 1997 - April 2009
Skills
Derivatives, Hedge Funds, Alternative Investments, Capital Markets, Electronic Trading, Equities, Trading Systems, Clearing, Client Relations Skills, Options, Credit Derivatives
Education
Purdue University - Krannert School of Management
BSM
Posie Harwood's UBS Investment Bank Experience June 2008 - August 2008
Job Writer/Editor
Industry Writing and Editing
Experience
King Arthur Flour Company February 2015 - Present
Food52 October 2013 - February 2015
Tasting Table December 2011 - July 2013
Razorfish February 2010 - December 2011
UBS Investment Bank June 2008 - August 2008
Ocean View Foundation June 2007 - August 2007
Student Conservation Association June 2006 - August 2006
Skills
Digital Media, Digital Strategy, Social Media, Digital Marketing, Online Advertising, Editorial, Photoshop, Project Management, Social Media Marketing, Facebook, Copywriting
Education
Princeton University 2005 — 2009
BA, Anthropology, Environmental Studies
University of Cape Town 2008 — 2008
King Arthur Flour Company February 2015 - Present
Food52 October 2013 - February 2015
Tasting Table December 2011 - July 2013
Razorfish February 2010 - December 2011
UBS Investment Bank June 2008 - August 2008
Ocean View Foundation June 2007 - August 2007
Student Conservation Association June 2006 - August 2006
Skills
Digital Media, Digital Strategy, Social Media, Digital Marketing, Online Advertising, Editorial, Photoshop, Project Management, Social Media Marketing, Facebook, Copywriting
Education
Princeton University 2005 — 2009
BA, Anthropology, Environmental Studies
University of Cape Town 2008 — 2008
Joshua Waxman's UBS Investment Bank Experience March 2012 - Present
Job Sotware Developer at UBS Investment Bank
Industry Higher Education
Experience
UBS Investment Bank March 2012 - Present
Queens College January 2006 - June 2014
Queens College 2009 - 2010
Crusoe Development, Inc August 2007 - May 2008
Digisoft July 2003 - 2007
Touro College January 2006 - May 2006
Knowledgebase 1999 - 2003
Excalibur Systems June 1998 - August 1998
Excalibur Systems June 1997 - August 1997
Momentum Software June 1995 - August 1995
Skills
C++, C#, Python, Java, C, VBA, Visual Basic, Teaching, VSTO, Research, STL, Programming, Microsoft Word, Microsoft Office, Microsoft Excel, Access, Editing, English, Outlook, R, NLTK, HTML, SQL, Computational...
Education
The Graduate Center, City University of New York
Doctor of Philosophy (Ph.D.), Computer Science - Specializing in Computational Linguistics
Queens College
Master's Degree, Computer Science
Yeshiva University
Bible/Biblical Studies
Yeshiva University 2000 — 2005
Rabbinic Ordination from RIETS
Yeshiva University
Bachelor's Degree, Computer Science
UBS Investment Bank March 2012 - Present
Queens College January 2006 - June 2014
Queens College 2009 - 2010
Crusoe Development, Inc August 2007 - May 2008
Digisoft July 2003 - 2007
Touro College January 2006 - May 2006
Knowledgebase 1999 - 2003
Excalibur Systems June 1998 - August 1998
Excalibur Systems June 1997 - August 1997
Momentum Software June 1995 - August 1995
Skills
C++, C#, Python, Java, C, VBA, Visual Basic, Teaching, VSTO, Research, STL, Programming, Microsoft Word, Microsoft Office, Microsoft Excel, Access, Editing, English, Outlook, R, NLTK, HTML, SQL, Computational...
Education
The Graduate Center, City University of New York
Doctor of Philosophy (Ph.D.), Computer Science - Specializing in Computational Linguistics
Queens College
Master's Degree, Computer Science
Yeshiva University
Bible/Biblical Studies
Yeshiva University 2000 — 2005
Rabbinic Ordination from RIETS
Yeshiva University
Bachelor's Degree, Computer Science
Derek Lin's UBS Investment Bank Experience May 2004 - August 2004
Job Investment Professional
Industry Investment Management
Experience
Citadel LLC November 2014 - Present
Merchants' Gate Capital August 2011 - January 2014
Merchants' Gate Capital July 2010 - September 2010
J.P. Morgan May 2010 - July 2010
J.P. Morgan 2006 - 2009
UBS Investment Bank May 2004 - August 2004
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Due Diligence, Financial Analysis, Private Equity, Investments, Emerging Markets, Equities
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Master of Business Administration (M.B.A.)
Queen's University 2001 — 2005
Bachelor of Commerce (BCom)
Woburn Collegiate Institute
Citadel LLC November 2014 - Present
Merchants' Gate Capital August 2011 - January 2014
Merchants' Gate Capital July 2010 - September 2010
J.P. Morgan May 2010 - July 2010
J.P. Morgan 2006 - 2009
UBS Investment Bank May 2004 - August 2004
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Due Diligence, Financial Analysis, Private Equity, Investments, Emerging Markets, Equities
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Master of Business Administration (M.B.A.)
Queen's University 2001 — 2005
Bachelor of Commerce (BCom)
Woburn Collegiate Institute
Steven Annunziato's UBS Investment Bank Experience July 2010 - November 2011
Job Alternative Investment Specialist at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management November 2013 - Present
Hudson Venture Group 2009 - 2014
UBS November 2011 - November 2013
UBS Investment Bank July 2010 - November 2011
Skills
Securities, Microsoft Excel, Series 7, Bloomberg, Hedge Funds, Trading, Equities, Microsoft Word, Series 63, Microsoft Office, Fund Of Funds, Real Estate, Investments, Business Development, Marketing, Marketing Strategy, Asset Management, Asset Allocation, Options, Risk Management, Financial Analysis
Education
Providence College 2005 — 2009
BS, Finance
UBS Global Asset Management November 2013 - Present
Hudson Venture Group 2009 - 2014
UBS November 2011 - November 2013
UBS Investment Bank July 2010 - November 2011
Skills
Securities, Microsoft Excel, Series 7, Bloomberg, Hedge Funds, Trading, Equities, Microsoft Word, Series 63, Microsoft Office, Fund Of Funds, Real Estate, Investments, Business Development, Marketing, Marketing Strategy, Asset Management, Asset Allocation, Options, Risk Management, Financial Analysis
Education
Providence College 2005 — 2009
BS, Finance
Gregory Sayegh's UBS Investment Bank Experience 2001 - 2007
Job Finance Professional
Industry Accounting
Experience
Orbian Corporation 2007 - 2008
UBS Investment Bank 2001 - 2007
PanAmSat Corporation 1997 - 2001
World Wrestling Entertainment 1995 - 1997
Education
Providence College
B.S, Accountancy
Orbian Corporation 2007 - 2008
UBS Investment Bank 2001 - 2007
PanAmSat Corporation 1997 - 2001
World Wrestling Entertainment 1995 - 1997
Education
Providence College
B.S, Accountancy
Anna Mercatili's UBS Investment Bank Experience April 2013 - Present
Job Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank April 2013 - Present
UBS Investment Bank August 2011 - April 2013
UBS Investment Bank July 2010 - August 2011
Providence College October 2007 - May 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Rhode Island General Assembly January 2009 - May 2009
Metuchen Golf & Country Club May 2005 - May 2009
Education
Providence College 2006 — 2010
BA, Quantitative Economics, Mathematics, Finance
Mount Saint Mary Academy 2002 — 2006
UBS Investment Bank April 2013 - Present
UBS Investment Bank August 2011 - April 2013
UBS Investment Bank July 2010 - August 2011
Providence College October 2007 - May 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Rhode Island General Assembly January 2009 - May 2009
Metuchen Golf & Country Club May 2005 - May 2009
Education
Providence College 2006 — 2010
BA, Quantitative Economics, Mathematics, Finance
Mount Saint Mary Academy 2002 — 2006
Edward Maron's UBS Investment Bank Experience 2006 - 2008
Job Private Placement, Structured Finance and Leasing
Industry Financial Services
Experience
RBS Citizens Asset Finance May 2014 - Present
Middlesex Capital Corporation 2011 - Present
AIG 2012 - 2014
KEY NATIONAL FINANCE 2008 - 2011
UBS Investment Bank 2006 - 2008
BTMU Capital Corporation 2004 - 2006
Dexia Credit Local 2002 - 2004
PRICEWATERHOUSECOOPERS/DEXIA 2000 - 2004
FLEET CAPITAL CORPORATION 1997 - 2000
LEASING SOLUTIONS INC 1992 - 1997
Skills
Structured Finance, Structuring, Debt, Origination, Syndications, Transaction, Banking, Project Finance
Education
Northeastern University 1981 — 1983
MASTER, BUSINESS ADMINISTRATION; Finance
Providence College 1976 — 1980
BACHELOR OF SCIENCE, BIOLOGY
RBS Citizens Asset Finance May 2014 - Present
Middlesex Capital Corporation 2011 - Present
AIG 2012 - 2014
KEY NATIONAL FINANCE 2008 - 2011
UBS Investment Bank 2006 - 2008
BTMU Capital Corporation 2004 - 2006
Dexia Credit Local 2002 - 2004
PRICEWATERHOUSECOOPERS/DEXIA 2000 - 2004
FLEET CAPITAL CORPORATION 1997 - 2000
LEASING SOLUTIONS INC 1992 - 1997
Skills
Structured Finance, Structuring, Debt, Origination, Syndications, Transaction, Banking, Project Finance
Education
Northeastern University 1981 — 1983
MASTER, BUSINESS ADMINISTRATION; Finance
Providence College 1976 — 1980
BACHELOR OF SCIENCE, BIOLOGY
Eliot De Leon's UBS Investment Bank Experience January 2006 - December 2006
Job End User Support at Church Pension Group
Industry Information Technology and Services
Experience
Church Pension Group September 2013 - Present
InfoHedge Technologies LLC October 2012 - September 2013
UBS Wealth Management February 2007 - September 2012
TIAA-CREF, via Matlin Silver Consulting Group January 2007 - February 2007
UBS Investment Bank January 2006 - December 2006
International Council of Shopping Centers, via the Princeton Consulting Group October 2005 - November 2005
Advisen Ltd. March 2003 - August 2005
Tradition Financial Services February 2002 - September 2002
Network Administrator / Trade Floor Support, Tradition Financial Services Blackwood, - London UK June 2001 - January 2002
Blackwood Trading LLC January 2001 - June 2001
Skills
Trading, Hedge Funds
Education
The CHUBB Institute of Technology, New York, NY 2000 — 2001
Certificate, Network Engineering and Data Communications, Certificate, Network Engineering and Data Communications
United States Marine Corps Officers Candidate School, Quantico VA 2000 — 2000
Queens College 1993 — 1998
B.A., Anthropology
Church Pension Group September 2013 - Present
InfoHedge Technologies LLC October 2012 - September 2013
UBS Wealth Management February 2007 - September 2012
TIAA-CREF, via Matlin Silver Consulting Group January 2007 - February 2007
UBS Investment Bank January 2006 - December 2006
International Council of Shopping Centers, via the Princeton Consulting Group October 2005 - November 2005
Advisen Ltd. March 2003 - August 2005
Tradition Financial Services February 2002 - September 2002
Network Administrator / Trade Floor Support, Tradition Financial Services Blackwood, - London UK June 2001 - January 2002
Blackwood Trading LLC January 2001 - June 2001
Skills
Trading, Hedge Funds
Education
The CHUBB Institute of Technology, New York, NY 2000 — 2001
Certificate, Network Engineering and Data Communications, Certificate, Network Engineering and Data Communications
United States Marine Corps Officers Candidate School, Quantico VA 2000 — 2000
Queens College 1993 — 1998
B.A., Anthropology
Kevin T. Considine's UBS Investment Bank Experience April 2012 - October 2012
Job Associate at BlackRock
Industry Investment Management
Experience
BlackRock February 2013 - Present
UBS Investment Bank April 2012 - October 2012
UBS Investment Bank June 2010 - April 2012
Skills
Fixed Income, Structured Products, Options, Credit, Bloomberg, Investment Banking, Derivatives, Hedge Funds, Capital Markets, Series 7, Financial Markets, Bonds
Education
Providence College 2006 — 2010
BlackRock February 2013 - Present
UBS Investment Bank April 2012 - October 2012
UBS Investment Bank June 2010 - April 2012
Skills
Fixed Income, Structured Products, Options, Credit, Bloomberg, Investment Banking, Derivatives, Hedge Funds, Capital Markets, Series 7, Financial Markets, Bonds
Education
Providence College 2006 — 2010
Ryan Crane, CFA's UBS Investment Bank Experience November 2009 - November 2010
Job MBA Candidate at University of Chicago Booth School of Business
Industry Financial Services
Experience
Roc Global Securities LLC July 2011 - June 2013
Trefis November 2010 - July 2011
UBS Investment Bank November 2009 - November 2010
KBC Financial Products June 2008 - November 2009
Skills
Financial Modeling, Investment Banking, Private Equity, Derivatives, Equities, Equity Research, Valuation, Financial Analysis, Capital Markets, Due Diligence, Fixed Income, Hedge Funds, Data Analysis, Bloomberg, Venture Capital, Investments, Alternative Investments
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Princeton University 2004 — 2008
AB, Magna Cum Laude, Psychology; Neuroscience
Thayer Academy 2000 — 2004
Roc Global Securities LLC July 2011 - June 2013
Trefis November 2010 - July 2011
UBS Investment Bank November 2009 - November 2010
KBC Financial Products June 2008 - November 2009
Skills
Financial Modeling, Investment Banking, Private Equity, Derivatives, Equities, Equity Research, Valuation, Financial Analysis, Capital Markets, Due Diligence, Fixed Income, Hedge Funds, Data Analysis, Bloomberg, Venture Capital, Investments, Alternative Investments
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Princeton University 2004 — 2008
AB, Magna Cum Laude, Psychology; Neuroscience
Thayer Academy 2000 — 2004
S. Craig West's UBS Investment Bank Experience January 2004 - March 2007
Job Mining Specialty, Equity Sales
Industry Financial Services
Experience
BMO Capital Markets March 2013 - Present
GMP Securities March 2007 - January 2013
UBS Investment Bank January 2004 - March 2007
Skills
Valuation, Equity Research, Equities, Capital Markets, Equity Sales, Investment Banking, Hedge Funds, Equity Valuation, Financial Modeling, Fixed Income, Bloomberg
Education
Queen's University
Master of Business Administration (MBA), Finance, General
Queen's University
Bachelor of Applied Science (B.A.Sc.), Mining and Mineral Engineering
BMO Capital Markets March 2013 - Present
GMP Securities March 2007 - January 2013
UBS Investment Bank January 2004 - March 2007
Skills
Valuation, Equity Research, Equities, Capital Markets, Equity Sales, Investment Banking, Hedge Funds, Equity Valuation, Financial Modeling, Fixed Income, Bloomberg
Education
Queen's University
Master of Business Administration (MBA), Finance, General
Queen's University
Bachelor of Applied Science (B.A.Sc.), Mining and Mineral Engineering
Lisa Strobel's UBS Investment Bank Experience 2001 - Present
Job Executive Director at UBS
Industry Investment Banking
Experience
UBS Investment Bank 2001 - Present
Credit Suisse / Donaldson Lufkin & Jenrette 1998 - April 2001
Education
Queens College 1993 — 1997
BA, Business and Communications Arts and Sciences
UBS Investment Bank 2001 - Present
Credit Suisse / Donaldson Lufkin & Jenrette 1998 - April 2001
Education
Queens College 1993 — 1997
BA, Business and Communications Arts and Sciences
O'Neil Cameron's UBS Investment Bank Experience April 2003 - February 2011
Job Systems Administrator
Industry Financial Services
Experience
Cablevision Systems July 2011 - December 2011
UBS Investment Bank April 2003 - February 2011
UBS/PAINEWBBER March 1995 - July 2002
MTA Bridges and Tunnels April 1992 - March 1995
Education
Queens College
Bachelor of Arts (B.A.), Applied Mathematics
Cablevision Systems July 2011 - December 2011
UBS Investment Bank April 2003 - February 2011
UBS/PAINEWBBER March 1995 - July 2002
MTA Bridges and Tunnels April 1992 - March 1995
Education
Queens College
Bachelor of Arts (B.A.), Applied Mathematics
Ravichandran Chinnamanaidu's UBS Investment Bank Experience May 2012 - December 2012
Job Analytical Systems Architect at AT&T
Industry Information Technology and Services
Experience
AT&T August 2013 - Present
City of New York March 2013 - June 2013
UBS Investment Bank May 2012 - December 2012
Brown Brothers Harriman August 2011 - April 2012
Goldman Sachs February 2011 - July 2011
Citigroup June 2010 - November 2010
UBS Wealth Management August 2009 - February 2010
UBS Wealth Management March 2007 - May 2009
Citco Fund Services October 2006 - January 2007
AT&T March 2002 - October 2006
Skills
SDLC, Enterprise Architecture
Education
PSG College of Technology 1992 — 1994
MS, Mechanical Engineering
Thiagarajar College of Engineering 1988 — 1992
BS, Mechanical Engineering
AT&T August 2013 - Present
City of New York March 2013 - June 2013
UBS Investment Bank May 2012 - December 2012
Brown Brothers Harriman August 2011 - April 2012
Goldman Sachs February 2011 - July 2011
Citigroup June 2010 - November 2010
UBS Wealth Management August 2009 - February 2010
UBS Wealth Management March 2007 - May 2009
Citco Fund Services October 2006 - January 2007
AT&T March 2002 - October 2006
Skills
SDLC, Enterprise Architecture
Education
PSG College of Technology 1992 — 1994
MS, Mechanical Engineering
Thiagarajar College of Engineering 1988 — 1992
BS, Mechanical Engineering
Michael Filkowski's UBS Investment Bank Experience February 2001 - March 2011
Job Vice President, Equity Futures Sales and Execution at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch April 2011 - Present
UBS Investment Bank February 2001 - March 2011
Bear Stearns October 1995 - January 2001
Linnco Futures Group December 1994 - September 1995
Alaron Trading June 1993 - November 1994
Skills
Trading, Technical Analysis, Options, Hedge Funds, Equities
Education
Purdue University 1989 — 1993
B.A. Agricultural Economics
Bank of America Merrill Lynch April 2011 - Present
UBS Investment Bank February 2001 - March 2011
Bear Stearns October 1995 - January 2001
Linnco Futures Group December 1994 - September 1995
Alaron Trading June 1993 - November 1994
Skills
Trading, Technical Analysis, Options, Hedge Funds, Equities
Education
Purdue University 1989 — 1993
B.A. Agricultural Economics
Thomas Ritchie's UBS Investment Bank Experience 2002 - 2004
Job Managing Director at CI Capital Partners
Industry Venture Capital & Private Equity
Experience
CI Capital Partners 2004 - Present
UBS Investment Bank 2002 - 2004
Oncology Therapeutics Network 1995 - 1997
Saint Ann's School 1994 - 1995
Skills
Strategic Planning, Business Strategy
Education
University of Virginia Darden School of Business 1998 — 2002
Master of Business Administration (MBA)
University of Virginia School of Law 1997 — 2002
Doctor of Law (J.D.)
Princeton University 1990 — 1994
A.B., History
CI Capital Partners 2004 - Present
UBS Investment Bank 2002 - 2004
Oncology Therapeutics Network 1995 - 1997
Saint Ann's School 1994 - 1995
Skills
Strategic Planning, Business Strategy
Education
University of Virginia Darden School of Business 1998 — 2002
Master of Business Administration (MBA)
University of Virginia School of Law 1997 — 2002
Doctor of Law (J.D.)
Princeton University 1990 — 1994
A.B., History
Abel Delgado Fuentes's UBS Investment Bank Experience May 2009 - August 2009
Job Attended University of Southern California
Industry Philanthropy
Experience
University of Minnesota August 2012 - December 2014
USC Department of History January 2011 - May 2012
USC Leventhal School of Accounting August 2008 - January 2010
UBS Investment Bank May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Research, PowerPoint, Community Outreach, Social Media, Event Planning, Spanish, Nonprofits, Higher Education, Project Management, Project Coordination, Mac OS, Foundations
Education
University of Minnesota 2012 — 2014
Master of Arts (M.A.), European History
University of Southern California 2008 — 2012
Bachelor of Arts (B.A.), History & HR Management
Queen Mary, U. of London 2010 — 2010
Study Abroad, British History
University of Minnesota August 2012 - December 2014
USC Department of History January 2011 - May 2012
USC Leventhal School of Accounting August 2008 - January 2010
UBS Investment Bank May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Research, PowerPoint, Community Outreach, Social Media, Event Planning, Spanish, Nonprofits, Higher Education, Project Management, Project Coordination, Mac OS, Foundations
Education
University of Minnesota 2012 — 2014
Master of Arts (M.A.), European History
University of Southern California 2008 — 2012
Bachelor of Arts (B.A.), History & HR Management
Queen Mary, U. of London 2010 — 2010
Study Abroad, British History
Mark Hibbert's UBS Investment Bank Experience 2004 - 2013
Job Managing Director CoHead US Sales Trading, Head of US Special Situations at Deutsche Bank
Industry Investment Banking
Experience
UBS Investment Bank 2004 - 2013
Skills
Investment Banking, Hedge Funds, Trading, Mergers & Acquisitions, Special Situations..., Bloomberg, Capital Markets, Derivatives, Equities, Investments, Fixed Income, Series 7, Financial Markets, Equity Derivatives, Portfolio Management, Securities, Electronic Trading, Alternative Investments, Options
Education
Providence College
UBS Investment Bank 2004 - 2013
Skills
Investment Banking, Hedge Funds, Trading, Mergers & Acquisitions, Special Situations..., Bloomberg, Capital Markets, Derivatives, Equities, Investments, Fixed Income, Series 7, Financial Markets, Equity Derivatives, Portfolio Management, Securities, Electronic Trading, Alternative Investments, Options
Education
Providence College
Daria Kolotiy's UBS Investment Bank Experience August 2008 - August 2008
Job Attended Princeton University
Industry Investment Banking
Experience
OJSC Uralkali August 2012 - August 2012
EFKO Management company February 2009 - May 2009
UBS Investment Bank August 2008 - August 2008
Skills
Microsoft Office, Stata, Data Analysis, Spanish, Risk Management, Sustainability..., Research, Social Media, PowerPoint, Valuation, Financial Modeling, Public Speaking, Virtual Teams, Analysis, Microsoft Excel, Editing, Programme Delivery
Education
Princeton University 2008 — 2013
Bachelor of Arts (B.A.)
Wycombe Abbey School 2002 — 2008
OJSC Uralkali August 2012 - August 2012
EFKO Management company February 2009 - May 2009
UBS Investment Bank August 2008 - August 2008
Skills
Microsoft Office, Stata, Data Analysis, Spanish, Risk Management, Sustainability..., Research, Social Media, PowerPoint, Valuation, Financial Modeling, Public Speaking, Virtual Teams, Analysis, Microsoft Excel, Editing, Programme Delivery
Education
Princeton University 2008 — 2013
Bachelor of Arts (B.A.)
Wycombe Abbey School 2002 — 2008
Robert Libbey's UBS Investment Bank Experience April 1996 - November 2007
Job Manager, Market Research at Deloitte
Industry Management Consulting
Experience
Deloitte December 2007 - Present
UBS Investment Bank April 1996 - November 2007
Skills
Market Research, SharePoint, Marketing Research, Due Diligence, Business Intelligence, Information Sourcing, Data Analysis, Commercial Real Estate, Commercial Real Estate...
Education
Queens College
MLIS
Deloitte December 2007 - Present
UBS Investment Bank April 1996 - November 2007
Skills
Market Research, SharePoint, Marketing Research, Due Diligence, Business Intelligence, Information Sourcing, Data Analysis, Commercial Real Estate, Commercial Real Estate...
Education
Queens College
MLIS