UBS Investment Bank
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UBS Investment Bank Employees
Hitachi Data Systems February 2014 - Present
Hitachi Data Systems May 2012 - February 2014
Hitachi Data Systems November 2010 - May 2012
LAB Advisors, LLC February 2010 - November 2010
UBS Investment Bank August 2008 - August 2009
First Investors Corporation May 2007 - December 2007
Farmers Insurance August 2003 - September 2005
Skills
Outlook, Analysis, International Business, PowerPoint, Microsoft Excel, Microsoft Word, Business Analysis, Go-to-market Strategy, Channel Partners, Partner Engagement, Program Management, Strategy, Product Management, Competitive Analysis, Management, Leadership, Salesforce.com, Marketing
Education
Stanford University 2013 — 2013
Continuing Studies
University of Cambridge 2008 — 2009
Certificate, International Business/Management
Universidad Autónoma de Guadalajara 2008 — 2008
Certificate, Business Spanish
Santa Clara University - Leavey School of Business 2005 — 2008
BS, Finance, International Business
Brookfield Financial January 2015 - Present
Brookfield Financial August 2013 - January 2015
Wastequip Cusco September 2012 - July 2013
UBS Investment Bank May 2010 - September 2010
Skills
Finance, Time Management, Microsoft Excel, Accounting, Teamwork, Critical Thinking, Outlook, Customer Service, Financial Accounting, PowerPoint, Sales, Financial Reporting, Microsoft Office, Microsoft Word, Financial Analysis, Office Administration, Research, Administrative..., Financial Modeling, Invoicing, Forecasting, Cash Flow, Payroll, Coaching, General Ledger, Accounts Payable, Account Reconciliation
Education
Chartered Professional Accountants of Ontario 2013 — 2015
Ryerson University 2008 — 2012
Bachelor of Commerce, Finance
Thornhill Secondary School 2004 — 2008
AIG March 2013 - Present
eBay Enterprise August 2006 - January 2013
UBS Investment Bank August 2004 - August 2006
TD Ameritrade August 2003 - August 2004
Saint Joseph's University August 2000 - August 2002
Talisma January 2000 - August 2000
Skills
SOA, Enterprise Architecture, Java Enterprise Edition, Agile Methodologies, Java, Web Services, E-commerce, SDLC, XML, Spring, SQL, UML, Integration, J2EE Application..., JavaScript, Application Architecture, System Architecture, Oracle, J2EE Web Services, Test Driven Development, Technical Leadership, Linux, Web Applications, Websphere, Software Development..., SVN, Code Review, SaaS, Subversion, Scrum, Weblogic, Enterprise Software, Tomcat, Maven, REST, Client Expectations..., Apigee, CVS, Refactoring, JMS, Mule ESB, CRM Integration, Fixed Income Technology, Project Management, Personnel Management, Consensus Building, Appian, Sonic, SharePoint
Education
Saint Joseph's University 2000 — 2002
Master of Science (MS), Computer Science
Saint Joseph's College 1996 — 1999
Bachelor of Science (BS), Computer Science
Kennedy Wilson July 2009 - Present
Guggenheim Partners 2003 - 2009
UBS Investment Bank 2000 - 2003
Donaldson, Lufkin & Jenrette 1992 - 1999
Skills
Management, Private Equity, Real Estate Economics, Disposition, Asset Management, Real Estate Transactions, Real Estate Development, Valuation, Real Estate Private..., Due Diligence, Investments, Real Estate, Financial Modeling, Alternative Investments, Integrity, Fixed Income, Brokerage, Capital Markets, Hedge Funds, Portfolio Management
Education
Saint Mary's College of California
Bachelor of Science (BS)
Fir Tree Partners May 2014 - Present
UBS Investment Bank May 2013 - May 2014
UBS Investment Bank August 2011 - April 2013
WB Mason September 2010 - January 2011
Enterprise Rent-A-Car May 2009 - January 2010
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Access, Risk Management, Social Media, Time Management, Teamwork, Sales, Analysis, Business Analysis, Management, Finance, Data Analysis, Bloomberg, Bloomberg Terminal, Equities, Fixed Income
Education
Sacred Heart University 2007 — 2011
Bachelor of Science (BS), Finance and Economics
Barclays December 2014 - Present
Barclays March 2013 - November 2014
UBS Investment Bank November 2012 - February 2013
UBS Investment Bank March 2012 - November 2012
UBS Investment Bank August 2011 - March 2012
UBS Investment Bank June 2010 - August 2010
Skills
Financial Analysis, Fixed Income, Equities
Education
Sacred Heart University 2007 — 2011
Bachelor of Science (B.S.), Major in Accounting with a minor in Business Economics
UBS Investment Bank August 2012 - Present
UBS Investment Bank June 2011 - August 2011
Skills
Proficient in Microsoft...
Education
Sacred Heart University 2008 — 2012
Bachelor of Science (BS), Accounting and Business Economics
J.P. Morgan May 2012 - Present
J.P. Morgan Securities LLC October 2009 - May 2012
UBS Investment Bank February 2007 - October 2009
JPMorgan Chase 2006 - February 2007
Citigroup 2005 - 2006
Recycle6, Inc. 2000 - 2003
Skills
Options, Hedge Funds, Derivatives, GMI, Margin, Provision, iRise
Education
San Jose State University 1996 — 2000
B.S., Environmental Business
UBS Investment Bank August 2013 - Present
Sladek & Witek January 2013 - April 2013
UBS Investment Bank June 2012 - August 2012
UBS Investment Bank January 2012 - May 2012
R.J. Gold P.C. May 2011 - September 2011
Dunkin' Donuts May 2009 - September 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Financial Modeling, Accounting, Highly detail oriented, Financial Analysis, Problem Solving
Education
Sacred Heart University 2009 — 2013
Bachelor of Science, Finance & Accounting, Cum Laude
Burlington High School 2005 — 2009
Toronto Catholic District School Board September 2014 - Present
Ontario Institute for Studies in Education Student Teachers' Union, University of Toronto September 2013 - August 2014
UBS Investment Bank May 2009 - August 2013
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Financial Modeling, Accounting, Mathematics, Business Studies, Differentiated..., Integrating Technology..., Education for..., Teaching, Literacy, Numeracy, Mentoring, Leadership, Tutoring, Environmental Education, Financial Education, Educational Technology, Educational Assessment, Evaluation, Lesson Planning, Social Media, Customer Service, Microsoft Excel, Microsoft Word
Education
University of Toronto - Ontario Institute for Studies in Education 2013 — 2014
Bachelor of Education (B.Ed.), Intermediate/Senior - Mathematics, Accounting and Business Studies
Ryerson University 2008 — 2012
Bachelor of Commerce (B.Com.), Accounting
Loretto Abbey Catholic Secondary School 2004 — 2008
High School
BetterCloud November 2013 - Present
UBS Investment Bank May 2013 - October 2013
UBS Investment Bank August 2012 - May 2013
UBS Investment Bank June 2011 - August 2011
Buko Studios September 2009 - September 2010
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
BS, Management
Goldman Sachs May 2015 - Present
JPMorgan Chase September 2013 - April 2015
UBS Investment Bank March 2011 - August 2013
UBS Investment Bank July 2010 - March 2011
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor's degree, Mathematics
Outlier Solutions Inc. March 2015 - Present
WeiserMazars LLP 2012 - Present
UBS Investment Bank 2005 - 2010
Merrill Lynch 1991 - 2005
Skills
Hedge Funds, Tax, Wealth Management, Investment Banking, Private Equity, FATCA, Equities, Auditing, Account Reconciliation, Tax Law, Financial Analysis, Financial Services, Tax Preparation, Accounting, Due Diligence, Tax Advisory, International Tax, Corporate Tax, Withholding, Mergers & Acquisitions, Corporate Finance, Banking, Business Analysis, Financial Reporting, Tax Research, Tax Accounting, Income Tax
Education
Seton Hall University School of Law 1993 — 1996
JD, Taxation
Rutgers University-New Brunswick 1988 — 1992
BA, Political Science & Russian
Barclays Capital October 2013 - Present
Deutsche Bank Securities June 2011 - September 2013
UBS Investment Bank December 2010 - June 2011
Moody's Investors Service August 2006 - December 2010
Skills
Investment Banking, Credit Analysis, Modeling, Research, Asian Markets, Legal Documentation, Debt Origination, Credit, Fixed Income, Mergers & Acquisitions, LBO, Equities, Finance, Financial Modeling, Valuation, High Yield, Financial Analysis, Capital Markets, Leveraged Finance, Asian markets, Corporate Finance
Education
Saint Bonaventure University
Bachelors of Business Administration, Finance
The American University of Rome
Ward Melville
Citigroup May 2010 - Present
UBS Investment Bank August 2006 - May 2010
ITG Inc 2004 - 2006
Portware 2003 - 2003
University of California, Regents 1999 - 2003
Skills
Electronic Trading, Equities, Equity Derivatives, Series 7, Series 63, Series 24, Trading System, Equity Trading, Derivatives, Trading, Trading Systems, Market Microstructure, Algorithms, Hedge Funds, Market Data, Options, Prime Brokerage
Education
St. Mary's College of California 1994 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
Bayer HealthCare July 2007 - Present
UBS Investment Bank January 2006 - July 2007
Avaya January 2000 - December 2005
Alcatel-Lucent March 1998 - January 2000
AT&T August 1993 - March 1998
Skills
Strategic Sourcing, Cross-functional Team..., Supply Management, Global Sourcing, Pharmaceutical Industry, Supply Chain, Telecommunications, Vendor Management, Sourcing, Spend Analysis, Contract Negotiation, Process Improvement
Education
Seton Hall University 1995 — 1999
Master of Business Administration (MBA), Marketing
Rutgers, The State University of New Jersey-Newark 1988 — 1992
Bachelor of Arts (B.A.), History
UBS Investment Bank July 2013 - Present
PricewaterhouseCoopers, LLP 2010 - 2013
Corvil Investors 2008 - 2013
UBS Investment Bank 2001 - 2007
J.P. Morgan 2000 - 2001
FINOVA Realty Capital / Belgravia Capital 1996 - 2000
Education
San Diego State University-California State University 1993 — 1996
Master of Business Administration (MBA)
University of San Diego 1989 — 1993
Bachelor of Business Administration (BBA)
UBS Investment Bank June 2013 - August 2013
The Risk Management Group (theRMG) January 2011 - June 2013
Space Systems Dynamics and Control (SSDC) Laboratory September 2010 - May 2013
Engineering Services Inc. (ESI) September 2008 - September 2009
Centennial Material Handling August 2007 - September 2008
Starfield Lion April 2003 - August 2006
Daugava Auto Center November 1998 - August 2003
Skills
Capital Markets, Derivatives, Hedging, Options Pricing, Forecast Modeling, Price Forecasting, Stochastic Optimization, Systems Modeling, Stochastic Analysis, Optimal Control, Real-time Control, Forecasting, VBA, LaTeX, Options, Risk Management, Financial Risk, Mathematical Modeling, Matlab, Simulink, ANSYS, Aerospace Engineering, Monte Carlo Simulation, Simulations, Trading, Equity Derivatives, Stochastic Methods, Investments, Kinematics, Analysis, Finance, Quantitative Analytics
Education
Ryerson University 2010 — 2014
PhD, Aerospace Engineering
Ryerson University 2008 — 2010
MASc, Aerospace Engineering
Ryerson University 2003 — 2007
BEng, Mechanical Engineering
RBC Capital Markets July 2013 - Present
UBS Investment Bank January 2013 - July 2013
UBS Investment Bank June 2012 - August 2012
Capstone Advisory Group January 2012 - May 2012
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Equity Research, Quantitative Finance, Microsoft Excel, Bloomberg, Quantitative Analytics, Economics, Financial Modeling, Asset Allocation, Data Analysis, Series 7, Hedging, Equity Derivatives, Valuation, Mutual Funds, Risk Management, Analysis, Financial Analysis, Commodity, Due Diligence
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2012
BA, Economics
Proofpoint January 2014 - Present
Proofpoint May 2013 - December 2013
UBS Investment Bank April 2012 - March 2013
Morgan Joseph TriArtisan July 2010 - April 2012
Platinum Equity 2010 - 2010
Fortress Investment Group 2009 - 2009
UBS 2004 - 2008
Union Bank July 2003 - June 2004
Skills
Investment Banking, Financial Modeling, Valuation, Equities, Investments, Debt, Private Equity, Due Diligence, Series 7, Financial Analysis, Mergers & Acquisitions, Venture Capital, Portfolio Management, Asset Management, Fixed Income
Education
University of Southern California - Marshall School of Business 2008 — 2010
MBA, Finance
San Diego State University-California State University 1999 — 2003
BS, Finance
Global Oak Capital Markets 2014 - Present
Troika Dialog / Sberbank CIB 2009 - 2014
UBS Investment Bank 2004 - 2009
Skills
Equities, Investment Banking, Emerging Markets, Capital Markets, Bloomberg, Derivatives, Trading, Fixed Income, Valuation, Equity Trading, Financial Markets, Hedge Funds, Equity Derivatives, Equity Research, Investments, Structured Products
Education
San Diego State University-California State University 2001 — 2004
Bachelor of Arts (BA), International Business
EUROPEAN SCHOOL OF ECONOMICS 2000 — 2000
Bachelor of Arts (BA), International Business
Raymond James Financial, Inc. March 2015 - Present
Fidelity Investments 2012 - November 2014
Raymond James Financial Inc. February 2010 - January 2012
Fidelity Investments April 2007 - February 2010
UBS Investment Bank August 2005 - September 2006
Skills
Holistic Financial..., Asset Management, Customer Service, Relationship Management, Life Insurance, Qualified Retirement..., People-oriented, Sales Process, Mutual Funds, Client Driven, Public Speaking, Investments, Financial Planning, Finance, Leadership, Retirement, Team Building, Project Management, Retirement Planning, Strategic Planning
Education
University of Cambridge 2005 — 2006
Postgraduate Certificate in International Business Practice
Samford University 1999 — 2003
Bachelor of Arts (B.A.), History
Saint Xavier High School 1995 — 1999
UBS AG March 2015 - Present
UBS AG September 2012 - March 2015
UBS AG May 2009 - September 2012
UBS Investment Bank March 2004 - May 2009
UBS Investment Bank January 2001 - February 2004
Wiener, Goodman & Co, PC September 1997 - December 2000
Ernst & Young August 1994 - September 1997
Skills
AML, KYC, Investment Banking, Operational Risk..., Compliance, Legal Technology, Surveillance, Accounting, Business Analysis, IT Strategy, Financial Services, Strategy, Outsourcing, Business Analytics, Digital Forensics, Finance, Management, Predictive Analytics, Consulting, Equities, Leadership, Project Management, Risk Management, Vendor Management
Education
Rutgers University 1993 — 1994
Master of Business Administration (M.B.A.), Accounting
University of Wisconsin-Madison 1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Westfield High School 1986 — 1988
Liberal Arts, Liberal Arts
Home Loan Servicing Solutions, Ltd. June 2012 - Present
UBS Investment Bank April 2011 - September 2011
UBS Investment Bank June 2007 - April 2011
JP Morgan 1999 - 2007
Skills
Equities, Valuation, Capital Markets, Private Equity, Hedge Funds, Financial Modeling, Bloomberg, Corporate Finance, Fixed Income, High Yield, Investment Banking, Principal Investing, Investor Relations, Mortgage Servicing, Residential Mortgages, REIT, Alternative Investments
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance
Santa Clara University 1987 — 1991
BSc, Economics
Barnet Associates LLC November 1994 - Present
Broad Street Banking Associates March 2011 - Present
ASTD Southern CT Chapter October 2005 - June 2011
eMedia 1999 - 2001
UBS Investment Bank 1998 - 1999
U.S Navy 1991 - 1997
Skills
Process Improvement, Software Development, Process Automation, Management Consulting, Problem Solving, Change Management, Risk Management, Start-ups, Process Engineering, E-commerce, Strategic Planning, Program Management, Business Strategy, Business Management, Training, Leadership, Integration, Analysis, Team Building, Cross-functional Team..., Strategy, Business Process..., Management, Executive Management, Business Process, Project Management, Enterprise Software, Business Analysis, Account Management, Team Leadership, Proposal Writing, Mergers, Finance, Business Development, Mergers & Acquisitions, Product Management, Entrepreneurship, Business Planning, Strategic Partnerships, Business Intelligence, Consulting, Outsourcing, Vendor Management, Competitive Analysis, SaaS, Sales Process, IT Strategy, CRM, Analytics
Education
Santa Clara University 1997 — 1998
MBA, Marketing & Finance
United States Naval Academy 1987 — 1991
BS, Economics
Menlo School 1982 — 1986
MaPS 2008 - Present
UBS Investment Bank 2007 - 2008
Skills
Analytics, Market Research, Quantitative Research, Data Analysis, Segmentation, Customer Insight, Marketing Research, Quantitative Analytics, Competitive Analysis, Market Analysis, Statistics, Economics, Qualitative Research, Analysis, Survey Design, Econometrics, Research, Marketing Strategy, Consumer Behaviour
Education
Saint Michael's College 2003 — 2007
B.A., Economics
The University of Edinburgh 2006 — 2006
Semester Abroad, Economics
GE Capital May 2014 - Present
GE Capital July 2005 - April 2014
Sempra Energy Trading 2003 - 2005
UBS Investment Bank October 2000 - October 2003
Neuvis October 1999 - October 2000
Pitney Bowes 1992 - 1999
Skills
Hibernate, Java Enterprise Edition, Weblogic, JBoss Application Server, Ant, Continuous Delivery, Chef, Tomcat, C++, Continuous Integration, Spring, Unix, Scrum, Java, Software Engineering, Architecture, J2EE Application..., Architectures, Agile Methodologies, C, Integration, Requirements Analysis, SDLC, Enterprise Architecture, Software Development, Enterprise Software
Education
Sacred Heart University 1993 — 1997
BSCS, Computer Science
Bridgeport Engineering Institute 1991 — 1992
Electronic Engineering
Norwalk State Technical College 1986 — 1989
ASEE, Electronic Engineering
PJP Capital, LLC April 2009 - Present
UBS Investment Bank April 2004 - February 2008
NDB Capital Markets June 1999 - January 2001
Skills
Equity Trading, Electronic Trading, Series 24, Trading Systems, Series 7, Series 63, Equities, ETFs, Hedge Funds, Trading, Options, Bloomberg, Securities, Financial Markets, Capital Markets, Investments, Equity Derivatives, Risk Management, Proprietary Trading, Fixed Income, FINRA, Market Making
Education
St. John's University 1996 — 2000
Sikorsky Aircraft May 2013 - Present
Sikorsky Aircraft October 2012 - May 2013
Walgreens October 2011 - October 2012
Sikorsky Aircraft May 2012 - August 2012
UBS Investment Bank June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Process Improvement, Microsoft Word, SAP, Sales, Customer Service, Program Management, Pricing, Six Sigma, Lean Manufacturing, Management, Aerospace, Cross-functional Team..., Excel, Word, Presentation Design, Presentation Development, Illustration, Digital Photography, Photoshop, Negotiation, Solumina, Standardized Work, Watercolor Illustration, Leadership, ProPricer, Organization
Education
Sacred Heart University 2008 — 2012
Bachelor of Science, Honors Business Administration
Solomon Financial Consulting, LLC June 2009 - Present
Merrill Lynch & Co. March 2006 - June 2009
UBS Investment Bank October 2004 - March 2006
UBS Investment Bank January 2000 - October 2004
Bear Stearns 1992 - 2000
Bear Stearns 1989 - 1992
Skills
Financial Modeling, Financial Reporting, QuickBooks, Equities, Financial Analysis, Accounting, Internal Controls, Due Diligence, Mergers
Education
Rutgers, The State University of New Jersey-Newark 1983 — 1986
B.A., Accounting
Partners Group February 2013 - Present
UBS Investment Bank August 2012 - February 2013
MetLife Investments July 2007 - July 2010
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
MBA
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2007
B.S., Finance
UBS Investment Bank September 2010 - Present
Skills
Business Analysis, Project Planning, Investment Banking, Equities, Prime Brokerage, Project Management, IT Management, Securities Lending, Bloomberg, Hedge Funds, Trading Systems, Securities, Electronic Trading, Options, Financial Services, SDLC
Education
Saint Joseph's University 1998 — 2002
Bachelor of Science, Managament Information Systems
UBS Investment Bank July 2015 - Present
Weight Watchers International January 2012 - July 2015
Cole Systems Associates, Inc. April 2008 - January 2012
Dechert LLP July 2007 - April 2008
United States Senate September 2005 - June 2007
Skills
CRM, Business Intelligence, Microsoft CRM, Management, SDLC, Leadership, Microsoft Dynamics, Consulting, SaaS, Cloud Computing, Business Process, Solution Architecture, Business Development, Project Management, Enterprise Software, Salesforce.com, New Business Development, Integration, Oracle, Strategic Planning, Enterprise Architecture, IT Strategy, Sales, Software Consulting, Team Management, Master Data Management, Siebel, Gap Analysis, Contract Negotiation, Selling, Consultative Selling, Project Implementation, Business Logic, NetSuite, Scribe, Solution Design, Oracle Customer Hub, Strategy, Tableau
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.)
Citi February 2015 - Present
Mojo Group March 2013 - September 2014
UBS Investment Bank July 2012 - August 2012
Mondo June 2010 - September 2011
Genesis Communications June 2009 - September 2009
Skills
Business Analysis, Data Analysis, Financial Analysis, Market Research, Bilingual Communications, Team Leadership, Leadership, Creative Problem Solving, Customer Service, Microsoft Word, Microsoft Excel
Education
University of Pennsylvania 2014 — 2014
Financial Accounting Program
Santa Clara University - Leavey School of Business 2009 — 2013
Bachelor’s Degree, Finance, Academic Scholarship
Singapore American School 2006 — 2009
Bridgewater Associates August 2014 - Present
Bridgewater Associates June 2011 - November 2014
Bridgewater Associates July 2010 - June 2011
Bridgewater Associates November 2008 - July 2010
UBS Investment Bank April 2006 - November 2008
StaffWriters Plus, Inc. September 2004 - April 2006
Kodora Communications July 2003 - September 2004
Skills
Applicant Tracking..., Recruiting, Screening, Onboarding, Training, Interviews, Human Resources, CRM, Talent Management, Sourcing
Education
Sacred Heart University 1999 — 2003
Bachelor of Science (B.S.), English
PwC September 2015 - Present
UBS Investment Bank July 2014 - December 2014
Morgan Stanley July 2013 - December 2013
Cellular Italia June 2012 - August 2012
Spagni&Spagni December 2011 - January 2012
Cellular Italia June 2011 - August 2011
Skills
Microsoft Excel, Bloomberg Terminal, Strategic Planning, Time Management, Microsoft Word, Bloomberg, Financial Analysis, Project Planning, Information Systems, Customer Service, Budgeting process, Corporate Finance, Financial Modeling, Marketing
Education
Northeastern University, D'Amore-McKim School of Business 2012 — 2015
Bachelor of Science in Business Administration (B.S.B.A), Business Administration; Management, Finance
Santa Barbara City College 2009 — 2012
Associate of Arts (A.A.), Economics
San Joaquin River Parkway and Conservation Trust, Inc. May 2015 - Present
Baker Manock & Jensen September 2013 - Present
Sempervirens Fund September 2012 - November 2012
Baker Manock & Jensen May 2012 - July 2012
Asylum Access May 2011 - July 2011
Uloop January 2008 - July 2009
Prudential Capital Group January 2004 - June 2007
eBay Inc May 2003 - August 2003
UBS Investment Bank May 2002 - July 2002
Skills
Legal Writing, Public Speaking, Legal Research, Microsoft Office, Research, Strategic Planning, Corporate Law, Corporate Finance, Transactional Law, Corporate Transactional, Westlaw, Intellectual Property, Microsoft Excel, Real Estate Transactions, Contract Negotiation, Lease Negotiations, Mediation
Education
Santa Clara University School of Law 2010 — 2013
Doctor of Law (JD)
University of California, Berkeley, Haas School of Business 1999 — 2003
Bachelor's degree, Business Administration
GE Capital June 2011 - Present
UBS Investment Bank 2010 - June 2011
Webster Bank 2007 - 2008
Webster Bank 2005 - 2007
Webster Bank 2000 - 2005
Skills
AML, Compliance, Banking, Bank Secrecy Act, Investigations, Banking Law, KYC, Due Diligence, USA PATRIOT Act, BSA, PEP, Suspicious Activity..., Financial Investigation, Financial Intelligence, Private Investigations, Financial Risk, Risk Management, OFAC, Regulations, Investigation, Internal Audit, Fraud, Finance, Anti Money Laundering
Education
Saint Leo University
BA, Criminal Justice
University of New Haven
Nomura October 2014 - Present
United Nations Football Club Inc. March 2009 - October 2014
UBS Investment Bank March 2013 - August 2014
UBS Investment Bank March 2010 - March 2013
UBS Investment Bank August 2008 - March 2010
Morgan Stanley June 2006 - September 2006
Matte & Co. Inc 2005 - 2006
Skills
Fixed Income, Hedge Funds, Derivatives, Emerging Markets, Trading, Capital Markets, Investment Banking, Equities, Asset Managment, Investments, Options, Financial Analysis, Securities, Bloomberg, Non-profit Leadership, Sports Marketing, Strategy, FX Options, Portfolio Management
Education
Sacred Heart University 2004 — 2008
Bachelor of Arts, Finance, Business
Greenwich High School 2001 — 2004
Gigya May 2015 - Present
Thismoment, Inc November 2011 - April 2015
Thismoment, Inc November 2011 - August 2013
Omnicom Media Group April 2009 - November 2011
JPMorgan Chase August 2008 - March 2009
UBS Investment Bank May 2006 - August 2008
Deutsche Bank March 2005 - April 2006
Neff Associates 2003 - 2005
Skills
Digital Marketing, Analytics, Digital Media, Digital Strategy, Online Advertising, Mobile Marketing, Marketing Strategy, Social Media Marketing, Client Service Oriented, Social Media, Online Marketing, Partnership-building, Marketing, Interactive Marketing, Product Management, Account Management
Education
Saint Joseph's University 2003 — 2004
M.S, International Marketing
Saint Joseph's University 1999 — 2003
BS, Marketing
UBS AG September 2006 - March 2009
UBS Investment Bank 2006 - March 2009
Swisslinx AG 2006 - 2009
Capital Group Companies September 2005 - September 2006
Reuters 2000 - 2005
Reuters 2000 - 2005
ITN 1999 - 2000
Skills
Trading Systems, Market Data, Electronic Trading, Fixed Income, Derivatives, Sybase, Equity Derivatives, Exchange Connectivity, Trading Strategies, Equities, Low Latency, Investment Banking, FX Options, Multithreading, Trading, VBA, Equity Trading, Asset Management, Bloomberg, Bonds, Business Analysis, C#, C++, Generic Programming, Boost, C++11, Core Java, Meta-programming, C++ Templates, X10, Trade Compliance
Education
Saint Petersburg State Electrotechnical University "LETI" 1983 — 1989
Master's Degree, Radio and Television, 4.0
RBC Capital Markets May 2010 - Present
Nomura Securities June 2009 - May 2010
SAC Capital Advisors August 2004 - March 2009
UBS Investment Bank August 2001 - August 2004
Merrill Lynch October 2000 - August 2001
iNautix Technologies / PCFN / DLJ Direct 1997 - 2000
Skills
Electronic Trading, Outsourcing Management, FIX, Equity Trading, Equity Capital Markets, Equity Derivatives, JIRA, SQL Server, Confluence, Quality Center, Equities, Trading, Market Data, Trading Systems, FX, Options, Derivatives, Investment Banking, Capital Markets, Hedge Funds, Financial Markets, Low Latency, Smart Order Routing, SDLC, Fixed Income, Financial Risk, Microsoft SQL Server, FX Options, Credit Derivatives, Middle Office, Exchange Connectivity, Interest Rate..., Quality Assurance, Swaps, Sybase, HP Quality Center
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1996
B.S.
UBS Investment Bank September 2013 - Present
UBS Investment Bank June 2012 - Present
Herbert J. Sims & Co. September 2012 - December 2012
UBS Wealth Management January 2012 - April 2012
Education
Sacred Heart University 2009 — 2013
Bachelor of Science (B.S.), Finance and Economics
Sacred Heart University in Luxembourg 2012 — 2012
European Economics
Lahore American School 2007 — 2009
High School Diploma
Argot Partners August 2015 - Present
The Piacente Group February 2014 - August 2015
Woodrow's Management March 2012 - February 2014
ICR April 2011 - March 2012
ThinkEquity LLC December 2008 - April 2011
First Albany Capital / Broadpoint Capital September 2003 - September 2008
Citi 1999 - 2003
UBS Investment Bank 1998 - 1999
Prudential Financial 1991 - 1998
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
BS, Finance
Noble Americas Corp. December 2013 - Present
Quadrangle Consulting LP September 2013 - November 2013
UBS Investment Bank April 2010 - August 2013
Self-employed February 2005 - February 2011
Roundstone Advisors, LLC February 2005 - December 2007
RMP Trading, LLC September 2003 - February 2005
Skills
Commodities, Industry Analysis, Research, Reconciling, Charts, Trading, Options, Hedge Funds, Commodity, Derivatives, FX, Equities, Technical Analysis, Risk Management, P&L, Bloomberg, Capital Markets, Financial Analysis, Market Risk, Energy, Mutual Funds, Finance, FX Options
Education
Saint Bonaventure University 2002 — 2003
Master, Business Administration; Finance/Accounting
Saint Bonaventure University 1998 — 2002
Bachelor, Business Administration; Finance
UBS May 2011 - Present
UBS Investment Bank 2008 - 2010
NYPPEX Private Markets 2008 - 2008
RBS Greenwich Capital 2006 - 2007
Skills
Strategic Planning, Financial Analysis, Business Planning, Strategic Financial..., Business Strategy, Management, Business Development, Finance, Portfolio Management, Corporate Finance, Fixed Income, Investments, Investment Banking, Equities, Hedge Funds, Trading, Capital Markets, Risk Management, Derivatives, Financial Modeling, Financial Planning
Education
Sacred Heart University 2004 — 2006
BA, Triple Major - Finance, Economics, Business Management
UBS Investment Bank February 2011 - September 2012
UBS Investment Bank November 2007 - February 2011
UBS Investment Bank March 2007 - November 2007
Skills
Series 7, Series 63, Series 55, Rule 10b5-1, Rule 144, Rule 10b-18, Electronic Trading, Algorithms, Restricted Stock, Corporate Buybacks, Market Analysis, Equity Capital Markets, Anti Money Laundering, Problem Solving, Equities, 10b5-1 Plans, Agency Trading, DRS, DWAC, International...
Education
Salve Regina University 2006 — 2007
Masters of Business Administration; M.B.A, Accounting and Finance
Salve Regina University 2002 — 2006
Bachelor's degree, Finance, General
ONE HAUS February 2015 - Present
Taylor Madison Associates January 2014 - Present
Tower Legal Solutions March 2014 - August 2014
Accountemps April 2013 - April 2014
McGladrey March 2013 - May 2013
Deloitte September 2011 - April 2012
Wells Fargo January 2011 - March 2011
UBS Investment Bank July 2009 - September 2009
Skills
Recruiting, Management, Hiring, Entrepreneurship, Accounting, Restaurants, Budgets, Food & Beverage, Business Networking, Catering, Hospitality Industry, Interviews, Talent Acquisition, Corporate Recruiting, Business Strategy, Technical Recruiting, Executive Search, Permanent Placement, Sourcing, Microsoft Excel, Auditing, CPA, Tax, Food, Human Resources
Education
Rutgers, The State University of New Jersey-Newark 2014 — 2017
Master of Business Administration (MBA), Marketing, Strategy & Leadership
University of North Carolina at Charlotte 2010 — 2011
Masters of Science, Accounting, Concentration in Taxation, 3.0
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science, Entrepreneurial Studies & CPA Accounting, 3.1
ICAP Services North America April 2015 - Present
UBS Investment Bank December 2013 - April 2015
HSBC Securities (USA) Inc. April 2012 - December 2013
Deutsche Bank Securities November 2009 - April 2012
Prudential Financial July 2007 - November 2009
Skills
AML, KYC, Fixed Income, Onboarding, Client Liason, Asset Management, USA PATRIOT Act, Dodd-Frank, Credit Risk, CIP, Client Service, Legal Compliance, ISDA, MRA, GMRA, Relationship Management, Investment Banking, Microsoft Office, Derivatives, Capital Markets, Equities
Education
Rutgers University 2002 — 2006
Bachelor of Science (BS), Criminal Justice
Mizuho Securities USA Inc. November 2014 - Present
Nomura Securities April 2014 - October 2014
Nomura Securities August 2009 - April 2014
FTN Financial December 2008 - August 2009
UBS Investment Bank July 2003 - November 2008
UBS Investment Bank 2001 - 2003
Skills
Fixed Income, Bonds, Bloomberg, Hedge Funds, Derivatives, Structured Products, Securities, Series 7, Series 63, Customer-focused Service, Relationship Management, Long-term Customer..., Credit Risk, ABS, Trading Systems, Bloomberg Terminal, Market Data, Capital Markets
Education
Saint Peter's University 1994 — 1999
Bachelor's degree, Business Administration and Management, General
UBS Investment Bank July 2011 - Present
Credit Suisse 2010 - July 2011
Citigroup Inc July 2007 - December 2010
Bear Stearns and Company Inc November 2005 - July 2007
CIBC World Markets September 2004 - November 2005
Jonathan Rose Companies, Inc May 2001 - September 2004
Skills
Bonds, Account Reconciliation, General Ledger, Credit Derivatives, MBS, Agency MBS, CMBS, Commercial Real Estate, Adjustable Rate MBS
Education
Rutgers, The State University of New Jersey-Newark 1997 — 2001
B.S., Accounting
Eze Software Group / Realtick EMS April 2013 - Present
Realtick - BNY ConvergEx Group 2010 - Present
Wachovia Securities December 2007 - March 2009
UBS April 1999 - October 2007
UBS Investment Bank 2003 - 2007
Perot Systems 1996 - 2004
Skills
Market Data, Bloomberg, BMC Remedy, CQG, Trading Systems, Commodity, Reference Data, Equity Derivatives, XP, Fixed Income, Electronic Trading, Middle Office, Data Center, Options, Back Office, Integration, Equity Trading, Disaster Recovery, Trading, Financial Markets, Business Analysis, Equities, Investment Banking, Project Management, Derivatives, Vendor Management, FX Options, Exchange Connectivity, Hedge Funds, Low Latency, Technical Support, Solaris, Bloomberg Terminal, Portfolio Management, Order Management, Capital Markets, Trading System, VBA, Banking, Technical Analysis, Foreign Exchange, Sybase, Securities, FX trading, Asset Management, Series 7, Financial Services, Risk Management, Analysis, Trading Strategies
Education
Saint Xavier University 2003 — 2007
BA, Computer Studies
Broadridge Financial Solutions Inc June 2006 - Present
UBS Investment Bank May 2005 - May 2006
Merrill Lynch October 2004 - May 2005
Dun & Bradstreet April 2002 - September 2004
Citi Group May 2000 - October 2001
Skills
Quality Assurance, Testing, Fixed Income, Investment Banking, Credit, Equities, Oracle, Databases, Sybase, Microsoft SQL Server, Prime Brokerage, User Acceptance Testing, SDLC, Software Project..., Requirements Analysis, Java, Agile Methodologies, Business Requirements, System Testing
Education
Stevens Institute of Technology 2012 — 2013
Graduate Certificate in Project Management, Project Management
Rutgers, The State University of New Jersey-Newark 1992 — 1999
BS, Finance
EY 2012 - Present
UBS Investment Bank 2009 - 2011
ISI Group 2007 - 2009
Medley Global Advisors 2005 - 2007
Citi 1990 - 2003
Apple 1987 - 1990
Skills
Business Development, Equities, Management, Financial Services, Product Development, Sales, Investments, Strategy, Financial Modeling
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
BA, Economics & History
Lawrenceville School 1983 — 1986
PrinceRidge Holdings LP May 2008 - August 2012
Dillon Read Capital Managment LLC July 2005 - August 2007
UBS May 1997 - June 2005
UBS Investment Bank 1998 - 2005
KPMG 1988 - 1997
Skills
Hedge Funds, Capital Markets, Investment Banking, Fixed Income
Education
Saint Bonaventure University 1984 — 1988
BBA, Accounting
UBS Investment Bank February 2014 - Present
UBS Investment Bank June 2010 - February 2014
UBS Investment Bank June 2009 - June 2010
UBS Investment Bank March 2007 - June 2009
RBS Greenwich Capital 2005 - 2006
Skills
Derivatives, Bloomberg, Series 7, Middle Office, Risk Management, Hedge Funds, Investment Banking, Asset Managment, Securities, FX Options, Banking, Trading, Structured Products, Bonds, Investments, Sales, Financial Markets, Capital Markets, Trading Systems, Options, Electronic Trading, Foreign Exchange
Education
Saint Michael's College 2001 — 2005
Bachelor of Business Administration (BBA), Minor in Economics
RBS Markets & International Banking 2013 - Present
RBS Global Banking and Markets March 2009 - Present
Andover Technology Associates January 2008 - Present
RBS Greenwich Capital May 2008 - March 2009
UBS January 2006 - December 2007
UBS AG - Investment Bank 1998 - 2007
UBS Investment Bank 1996 - 2007
Perot Systems December 2004 - January 2006
Perot Systems / UBS February 2000 - February 2004
UBS / Perot Systems February 1998 - February 2000
Skills
Project Management...
Education
The University of Connecticut School of Business 2012 — 2016
Master of Business Administration (M.B.A.)
Sacred Heart University
BS, Computer Science, Magna Cum Laude
Norwalk State Technical College
AS, Electrical Engineering
UBS March 2010 - Present
UBS Investment Bank March 2007 - March 2010
Hewitt Associates 2004 - 2007
Skills
Middle Office, Fixed Income, Swaps, Investment Banking, Equities, Derivatives, Equity Derivatives, Hedge Funds, Back Office, Bloomberg, Corporate Actions, Options
Education
Rutgers University-New Brunswick 2001 — 2003
MA, Economics
Tulane University 1994 — 1997
BA, Political Science
UBS Investment Bank January 2011 - Present
Cumberland Packing May 2009 - January 2011
UBS Investment Bank August 1997 - November 2008
Lehman Brothers Inc July 1993 - August 1997
Daiwa Securities July 1991 - July 1993
Skills
MBS, Bloomberg, Capital Markets, Securities, Fixed Income, Account Reconciliation, Investment Banking, Inventory Management, Agency MBS, Nostro Reconciliation, ERP Software, Cost Management, System Testing, General Ledger, Settlement
Education
Saint Bonaventure University 1987 — 1991
Bachelor of Business Administration (BBA), Finance, General
UBS Investment Bank November 2004 - Present
LEAFSTONE STAFFING SERVICES November 2002 - November 2004
CITICORP INVESTMENT SERVICES February 2004 - June 2004
AB Watley, Inc June 2003 - November 2003
CIS-CITITRADE July 2000 - September 2001
Skills
Investment Banking, Series 7, Series 63, Silverpop, Microsoft Excel, Microsoft Word, Microsoft Access, Event Planning, Corporate Events, Budget, Strategic Planning, Analysis, Budgets, Finance, Project Management, Marketing Communications, Marketing, Event Management
Education
Saint John's University
B.S, Finance
Ocwen Financial Corporation December 2013 - Present
PHH Mortgage August 2011 - December 2013
Credit Suisse January 2005 - July 2011
Wilmington Finance June 2004 - January 2005
UBS Investment Bank May 2003 - June 2004
Cendant Mortgage March 2002 - May 2003
Cendant Mortgage May 2000 - March 2002
Cendant Mortgage January 1998 - May 2000
Skills
Mortgage Lending, Credit Risk, Loans, Credit, Valuation, Capital Markets, Banking, Portfolio Management, Due Diligence, Fixed Income, Mortgage Banking, Risk Management, Loan Origination, Underwriting, Counterparty Risk, Asset Management, Bloomberg, Credit Analysis, Financial Modeling, Financial Risk, Financial Services, Financial Structuring, Investment Banking, Funding, Investments, Residential Mortgages, Structured Finance, Securitization, Securities
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2011
MBA Program
Stockton University 1994 — 1997
Bachelor of Arts, Economics
Excel Ethel Regional Circulation Business ManagerDow Jones2003 - 2006
UBS Investment Bank 1999 - 2002
Education
Santa Clara University 1992 — 1996
Spurs Capital/IMA January 2011 - Present
BAC Distressed Mortgage Partners, LP November 2008 - January 2011
UBS Investment Bank August 2003 - February 2006
Skills
Foreclosures, Underwriting, Loans, Portfolio Management, Mortgage Lending, Commercial Mortgages, Private Equity, Residential Homes, Investments, ABS, Securitization, Real Estate, Mortgage Banking, MBS, Banking, Residential Mortgages, Financial Modeling, Valuation, Derivatives, Fixed Income, Securities, Loan Servicing, Risk Management, Loan Origination, Asset Managment, Capital Markets, Management, Asset Management, Credit, Finance, Financial Structuring, FHA, Credit Analysis, Loss Mitigation, Real Estate Financing, Trading, Mutual Funds, Bonds, Investment Banking
Education
Saint Peter's University 1993 — 1996
MBA, Business Administration, Management and Operations
William Paterson University of New Jersey
Bachelor's degree, Accounting and Finance
Wells Fargo Securities October 2013 - Present
UBS Investment Bank July 2006 - August 2013
UBS 2006 - August 2013
Bear, Stearns & Co. Inc. 1996 - 2006
RCM Capital Management September 1991 - January 1996
Education
San Francisco State University 1990 — 1993
Finance, General
Westwood High School 1986 — 1988
San Francisco State University
UBS Home Finance Operations Manager - DirectorUBS2005 - Present
UBS Investment Bank 2005 - Present
JPMorgan Chase 1966 - 2004
Chase Home Finance 1995 - 2000
Education
Saint Peter's University 1968 — 1973
UBS Investment Bank Registered Client Service AssociateUBS Wealth Management1998 - Present
Education
Saint Michael's College
Hubbell Incorporated October 2014 - Present
Nielsen June 2014 - October 2014
Nielsen November 2011 - June 2014
UBS Investment Bank September 2010 - November 2011
UBS Investment Bank June 2004 - September 2010
Sacred Heart University September 1998 - May 2002
Skills
Debt Management, Cash Management, Liquidity Management, Cash Flow Forecasting, Treasury, Capital Markets, Corporate Treasury, Banking Operations, Sunguard, Banking, Bloomberg, Foreign Exchange, Payments, SWIFT payments, Bloomberg Terminal, Treasury Management, SAP, Financial Modeling, Letters of Credit, Portfolio Management, Account Reconciliation, Financial Analysis, Funding, Accounting, Forecasting, Cash Flow, Corporate Finance, Core Banking
Education
Sacred Heart University 1998 — 2002
Finance, General
JPMorgan Chase March 2012 - Present
Goldman Sachs December 2009 - March 2012
UBS Investment Bank October 2004 - December 2009
Capgemini 2002 - 2004
Ernst & Young July 2000 - November 2002
AIG October 1999 - July 2000
Education
Rutgers, The State University of New Jersey-Newark 1996 — 2000
Bachelor of Arts (B.A.), Computer Science
UBS Investment Bank August 2013 - Present
UBS Investment Bank August 2010 - Present
JPMorgan Chase March 2008 - August 2010
UBS Investment Bank November 2004 - March 2008
Skills
FX Options, Middle Office, Prime Brokerage, Portfolio Management
Education
Sacred Heart University 2003 — 2006
MBA, Finance
UBS Investment Bank January 1998 - July 2011
UBS February 1998 - June 2011
http://www.factorsofbridgeport.com January 2011 - February 2011
Real Estate Investing 2010 - 2010
Purchased Ebay Guide 2008 - 2010
PERRIER GROUP OF AMERICA January 1995 - January 1997
ALLIED SIGNAL ENGINES January 1988 - January 1995
Sikorsky Aircraft January 1986 - January 1988
Frank B Hall January 1982 - January 1986
COMPUDATA SYSTEMS January 1981 - January 1984
Skills
IPL, Microsoft Excel, Web Applications, Programming, Computer Operations, Help Desk Support, Windows NT, Microsoft Office, JCL, Customer Service, Data Center, Databases, Entrepreneurship, Hardware, Management, Networking, Servers, Sales, Unix, Disaster Recovery, Negotiation, Team Leadership
Education
Norwalk Community College 2013 — 2014
Certificate, Computer Programming
Sacred Heart University
on B.S. degree, Computer Science
University of Connecticut
HSBC Securities June 2013 - Present
HSBC Securities April 2010 - June 2013
UBS Investment Bank April 2007 - April 2010
Education
Saint Bonaventure University 1995 — 1999
AIG April 2014 - Present
Barclays Capital March 2012 - April 2014
AllianceBernstein June 2009 - April 2012
UBS Investment Bank May 2007 - April 2009
KPMG Advisory August 2003 - April 2007
JPMorgan Chase November 2001 - August 2002
Bankers Trust December 1993 - October 2001
The Bank of New York July 1991 - December 1993
Skills
Hedge Funds, Banking, Fixed Income, Equities, Derivatives
Education
Rutgers, The State University of New Jersey-Newark 1986 — 1990
Bachelor of Science, Accounting
Antares Capital September 2013 - Present
UBS Investment Bank March 2010 - September 2013
EMC May 2007 - September 2007
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2009
B.S., Finance
UBS January 2004 - Present
UBS Investment Bank January 2001 - December 2004
Deutsche Bank Securities January 1998 - December 2000
PricewaterhouseCoopers August 1997 - September 1997
Skills
Equity Research, Hedge Funds, Alternative Investments, Bloomberg, Equities, Financial Analysis, Investments, Valuation, IPO, Investment Banking
Education
RWTH Aachen University 1994 — 1997
PhD, Financing and Accounting
RWTH Aachen University 1990 — 1994
Diploma, Business Management
UBS Investment Bank June 2010 - July 2011
NBC Universal February 2007 - June 2010
NBC Universal August 2006 - February 2007
Skills
Social Media, Event Planning, PowerPoint, Advertising, Customer Service, Facebook, Social Media Marketing, Digital Media
Education
Saint Joseph's University 2002 — 2006
B.S., Sociology
Greenwich High School 1998 — 2002
Morgan Keegan March 2010 - Present
UBS Investment Bank August 2005 - September 2006
Education
Samford University 1999 — 2003
Bachelor of Arts and Sciences, History
UBS Investment Bank August 2012 - Present
G2 Investment Group, LLC September 2010 - August 2012
Lehman Brothers June 1991 - September 2010
Salomon Brothers 1988 - 1991
Skills
CMBS, Fixed Income, Capital Markets, Securitization, Structured Products, Hedge Funds, Financial Structuring, Asset Managment, Structured Finance, Asset Management, Investment Banking, Private Equity, Mezzanine, Equities, Bloomberg, Bonds, MBS, Alternative Investments, Derivatives, Real Estate Economics, Valuation, CDO, ABS, Securities, Due Diligence, Credit Derivatives, Investments, Middle Office, Emerging Markets, Portfolio Management, Credit Analysis, Investment Management, Syndications, CDS, Equity Research, High Yield, Financial Markets, Equity Derivatives, Debt Restructuring, Interest Rate..., Trading Systems, Financial Modeling, Corporate Finance, Trading
Education
Saint Michael's College 1981 — 1985
B.S., Mathematics
St. Dominic Academy 1977 — 1981
Visa August 2009 - Present
Spare Change Payments (a PlaySpan Company) January 2009 - March 2011
UBS Investment Bank February 2007 - December 2007
Anshinsoft February 2005 - January 2007
University of Nevada Reno August 2004 - January 2005
Bose Institute September 2003 - July 2004
Education
San Jose State University 2008 — 2009
Masters, Computer Engineering
University of Kalyani 1999 — 2003
B. Tech., Computer Engineering
UBS Investment Bank November 2014 - Present
UBS Investment Bank 2014 - 2015
UBS Investment Bank 2014 - 2015
UBS Investment Bank 2014 - 2015
UBS Investment Bank 2014 - 2015
UBS Investment Bank 2014 - 2015
Louis Dreyfus Highbridge Energy June 2008 - August 2012
UBS Investment Bank December 2005 - June 2008
Con Edison January 2005 - December 2005
Skills
Commodities, Energy, Natural Gas, Gas, Oil, Commodity, Petroleum, Trading, Derivatives, Commodity Markets, Energy Markets, Risk Management, Electricity Markets, Energy Industry, Finance
Education
Sacred Heart University 2002 — 2004
Bachelor, Finance
Northwood Securities September 2014 - Present
Ascent Investment Advisors March 2011 - August 2014
Turner Investment Partners August 2010 - March 2011
Colony Capital March 2007 - July 2010
UBS Investment Bank April 2004 - November 2006
European Investors Inc. November 2001 - March 2004
A.G. Edwards & Sons, Inc. January 2000 - November 2001
Skills
Asset Managment, Equities, Equity Research, Investments, Valuation, Financial Modeling, Hedge Funds, Portfolio Management, Bloomberg, Securities, Series 7, Financial Analysis, Capital Markets, Alternative Investments, Equity Valuation, Due Diligence, Investment Management, Mutual Funds, Investment Strategies, Private Equity, Asset Management, Finance, Financial Markets, Financial Services
Education
Saint Louis University 1998 — 1999
MBA, International Business
Southern Illinois University, Carbondale 1996 — 1998
BS, Accountancy
WillPostWhenBackOnMarket January 2010 - Present
UBS Investment Bank January 2009 - January 2010
Goldman Sachs June 2006 - January 2009
UBS Investment Bank 2004 - 2006
Bear Stearns 2003 - 2004
JPMorgan Chase 2002 - 2003
Bowne 2001 - 2002
HSBC Securities 2000 - 2001
Kintetsu World Express 1997 - 2000
Skills
Java, JMS, Hibernate, Java Enterprise Edition, Tomcat, Struts, Oracle, EJB
Education
Saint Petersburg State University
BS, Computer Engineering
The Princeton Advisory Group June 2009 - Present
Auriga USA July 2008 - Present
UBS Investment Bank March 1992 - September 2002
Education
Rutgers University-New Brunswick 1987 — 1991
BA, History
CohnReznick LLP February 2015 - Present
New York University September 2014 - May 2015
EnerKnol 2012 - 2015
Viridian Energy April 2009 - October 2012
Macquarie Bank 2007 - 2009
UBS Investment Bank 2006 - 2007
Skills
Renewable Energy, Energy Policy, Energy, Business Strategy, Social Media Marketing, Commodity Markets, Sustainable Energy, Sustainability, Entrepreneurship, Strategic Communications, Solar Energy, Marketing, Energy Efficiency, Emerging Markets, Cleantech, Brand Development, International Relations, Sustainability Reporting, Copywriting, Media Relations, Natural Gas, Energy Markets, Startup Development, Electricity Markets, Early-stage Startups
Education
Santa Clara University
B.S., Political Science, English
University of Cambridge - Mountbatten Graduate Programme
International Business Certification
Xavier College Preparatory
JP Morgan April 2004 - Present
Credit Suisse First Boston December 2002 - April 2004
UBS Investment Bank August 2002 - December 2002
Credit Suisse First Boston June 1999 - June 2001
Donaldson, Lufkin & Jenrette October 1996 - June 1999
Skills
Capital Markets, Fixed Income, Equities, Roadshows, Investment Banking, Investments, Leveraged Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
Bachelor's
UBS Investment Bank May 2007 - Present
Education
Saint Peter's University
B.S, Computer Science, Mathematics
St. Peter's College
Master of Business Administration (MBA)
UBS Investment Bank July 2011 - Present
GCA Savvian September 2008 - June 2011
JPMorgan 1998 - 2008
Hambrecht & Quist 1998 - 2000
Executive Office of The President, The White House 1995 - 1998
Education
Santa Clara University
Bachelor of Science
Naugatuck Valley Savings and Loan, December 2012 - August 2014
People's United Bank May 2012 - December 2012
RBS Global Banking & Markets August 2011 - May 2012
RBS Global Banking & Markets August 2010 - August 2011
UBS INVESTMENT BANK May 2006 - January 2009
GE CORPORATE FINANCIAL SERVICES December 2004 - May 2006
GE VENDOR FINANCIAL SERVICES March 2003 - December 2004
CONNECTICUT STATE MEDICAL SOCIETY - IPA 2001 - 2003
ENTERPRISE MORTGAGE ACCEPTANCE COMPANY, LLC, 1999 - 2001
Skills
Finance, Banking, Credit, Analysis, Portfolio Management, Credit Risk, Process Improvement, Due Diligence, Financial Risk, Access, Management, Loans, Account Reconciliation, Credit Analysis, Derivatives
Education
Sacred Heart University 1989 — 1996
Bachelors of Science, Business
Sacred Heart University 1989 — 1995
Associate of Science, Paralegal Studies
Ares Management April 2013 - Present
UBS Investment Bank 1996 - 2013
UBS Investment Bank 1996 - 2013
Education
Rutgers University-New Brunswick 1986 — 1989
University of Maine
Deloitte April 2007 - Present
UBS Investment Bank 2000 - 2007
Personal Computer Learning Centers October 1997 - April 2000
US Navy June 1981 - June 1997
Skills
Business Analysis, Risk Management, Coaching, Process Improvement, Change Management, Software Project..., Business Process..., Business Strategy, IT Strategy, Vendor Management, Business Intelligence, Leadership, Team Building, Business Process, SDLC, Management, Project Management, Strategy, Management Consulting, Program Management, Cross-functional Team..., Team Leadership, Analysis, Strategic Planning, PMO, Requirements Analysis, CRM, Project Planning, Business Development, Integration, Governance, Team Management, Business Transformation, Project Portfolio..., Outsourcing, IT Management, ITIL, Training, PMP, Requirements Gathering
Education
Sacred Heard University
Sacred Heart University
Bachelor of Science (B.S.), Computer Science, Magna cum Laude
Ancor Capital Partners January 2007 - Present
Dupre' Interests January 2006 - December 2006
UBS Investment Bank November 2003 - December 2005
Ocean Energy/Devon Energy October 1997 - October 2003
Brown & Root, Inc./A Halliburton Company April 1984 - October 1997
Skills
C-Level Executive..., Event Planning, Event Management, Corporate Events, Meeting Planning, C-Level Executive..., Public Speaking, Office Management, Policy, Editing, Microsoft Excel, Accounting, Budgets, Heavy Calendaring, Executive Level..., Fundraising, Executive..., Expense Reports, Personal Support, Concur, Assisting Executives, Executive Office..., Executive Calendar..., Management, Calendar Planning, Team Building, Customer Service, Training
Education
San Jacinto College 1970 — 1972
Sheffield School - Interior Design
Interior Design
University of Houston
Siegel Strategies December 2008 - Present
UBS Investment Bank January 2007 - October 2008
Spitzer 2006 April 2005 - January 2007
Manatt, Phelps & Phillips, LLP April 2002 - December 2004
Education
Saint Louis University 1999 — 2001
Masters, Public Health
Saint Louis University School of Law 1998 — 2001
jd, law
The George Washington University
Bachelor's degree
RBC Wealth Management April 2011 - Present
UBS Investment Bank April 2010 - September 2010
US Chemicals LLC September 2008 - August 2009
May Davis Group Inc July 2001 - September 2001
Skills
Series 7, Series 63, Asset Management, Business Development, Customer Service, Equities, Financial Modeling, Financial Analysis, Investment Banking, Investments, Sales, Time Management, Trading, Wealth Management
Education
Sacred Heart University 2008 — 2010
Business Administration, Business and Finance.
Sacred Heart University, John F. Welch College of Business
BS, Business Administration; International Business
Société Générale January 2015 - Present
UBS Investment Bank July 2013 - December 2014
Credit Suisse September 2005 - July 2013
OppenheimerFunds June 2003 - September 2005
Morgan Stanley Smith Barney February 2002 - June 2003
Skills
Series 7, Series 63, Series 55, Series 4, FINRA, Swaps, Financial Advisory, Prime Brokerage, Portfolio Management, Financial Services, Wealth Management...
Education
Rutgers University-New Brunswick
BA, Econometrics and Quantitative Economics
Fidelity Investments June 2013 - Present
Conifer Securities March 2011 - September 2012
UBS Investment Bank July 2006 - April 2010
UBS December 1989 - July 2006
Skills
Hedge Funds, Prime Brokerage, Corporate Actions, Series 7, Equities, Financial Services, Investment Banking, Series 63, Securities
Education
Saint Peter's University
MBA, Business
UBS Investment Bank January 1990 - August 2010
Prudential Mutual Fund Management January 1988 - December 1989
Skills
Hedge Funds, Equities, Fixed Income, FX Options, Derivatives, Electronic Trading, Interest Rate..., Bloomberg, Capital Markets, Swaps, Structured Products
Education
Saint Joseph's University
St. Peter's Prep.
UBS May 2012 - Present
UBS Investment Bank July 2011 - December 2011
Skills
Financial Modeling
Education
The University of Connecticut School of Business 2011 — 2012
MS, Financial Risk Management
Rutgers, The State University of New Jersey-Newark 2006 — 2010
BS, Finance
UBS 2008 - Present
UBS 2005 - 2007
UBS Investment Bank 2002 - 2005
Skills
Electronic Trading, Vendor Management, Trading Systems, Program Management, Investment Banking, Equities, Capital Markets, Market Data, ITIL, Service Catalog, Risk Management, Infrastructure, Business Analysis, IT Strategy, Financial Risk, Product Management, Financial Services, Portfolio Management, Derivatives, PMO, Finance, Information Technology, Fixed Income, SDLC, Governance, Prime Brokerage, Hedge Funds, Low Latency, FX Options, Sybase, Credit Derivatives, Offshoring, Outsourcing, Business Continuity, Enterprise Architecture, IT Management
Education
Saint Mary's College
BBA, Bachelors of Business Administration
UBS Investment Bank June 2012 - Present
Berkeley Quantitative July 2011 - May 2012
Spruce Private Investors September 2009 - May 2011
OpHedge Investment Services April 2008 - September 2009
Graham Capital Management December 2003 - April 2008
Graham Capital Management October 2002 - December 2003
Graham Capital Management February 1997 - October 2002
AMERADA HESS CORPORATION January 1995 - February 1997
FERRELL CAPITAL MANAGEMENT April 1993 - December 1994
LUCK TRADING CO., INC March 1992 - April 1993
Skills
Equities, Options, Trading, VBA, Hedging, Risk Management, FX trading, Performance Analysis, Cash Management, Excel Services, Bloomberg Terminal, Commodity Futures, Treasury Management, Reconciliations, Advent Axys, Advent Moxy, Beauchamp Fund Manager, SS&C Total Return, Margin Analysis, Fund Structuring, Futures, Trading Systems, Mutual Funds, Account Reconciliation, Axys, Financial Structuring, Alternative Investments, Hedge Funds, Portfolio Management, Derivatives, Fixed Income
Education
Sacred Heart University 1984 — 1988
B.S., Finance
Sacred Heart University 1984 — 1988
Bachelor of Science, Finance
Stark elementary school
Stark elementary school
Bank of America Merrill Lynch March 2014 - Present
US Trust February 2013 - March 2014
US Trust February 2012 - January 2013
UBS Investment Bank June 2011 - August 2011
Bank of America Merrill Lynch January 2011 - April 2011
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Portfolio Management, Corporate Finance, Investments, Management, Accounting
Education
Sacred Heart University 2008 — 2011
Bachelor of Science, Economics and Finance
Atkinson Management Consulting May 2012 - Present
NorthBay Stage Co 2014 - 2015
Campanile Foundation 2009 - 2014
Morgan Stanley January 2010 - April 2012
Campanile Foundation 2007 - 2011
UBS Investment Bank January 2006 - June 2007
UBS 1988 - 2006
Painewebber Inc November 1987 - November 2000
Salomon Brothers 1977 - 1987
Skills
Investment Banking, Product Management, Strategic Leadership, Capital Markets, Securities, Investments, Equities, Municipalities, Fixed Income, Series 7, Private Equity, Wealth Management, Portfolio Management, Derivatives, Hedge Funds, Series 24, Financial Services, Bloomberg, Financial Structuring, Financial Modeling, Leadership, Structured Finance, Valuation, Executive Management, Structured Products, Financial Markets, Emerging Markets, Mergers & Acquisitions, Venture Capital, Due Diligence, Investment Strategies, Mutual Funds, Finance, Management
Education
University of San Diego School of Law 1972 — 1975
Juris Doctorate, Law
San Diego State University-California State University 1965 — 1970
B.S., Political Science/Public Admin
Noetic Partners April 2012 - December 2012
Deutsche Bank 2000 - 2009
UBS Investment Bank 1995 - 1997
Skills
Capital Markets, Trading Systems, Equities, Market Data, Vendor Management, Fixed Income, Investment Banking, Electronic Trading, Reference Data, Bloomberg, Financial Markets, Derivatives
Education
Saint Peter's University 1995 — 1998
MBA, International Business
Surgical Care Affiliates May 2015 - Present
Softcard September 2013 - May 2015
UBS Investment Bank November 2011 - September 2013
UBS Investment Bank February 2011 - November 2011
Skills
Workday, Paychex, PeopleSoft, Microsoft Excel, ServiceNow, E-Verify, Avature, Brass Ring, SharePoint, Full-life Cycle..., Coordinating Schedules, Human Resources, Employment Contracts, Onboarding, Background Checks, Employee Orientations, Employment Verifications, Organizational Structure, PTO, Benefits Administration, Benefits Management, COBRA, Software Implementation, HR Policies, Payroll Administration, Compensation, Exit Process
Education
Sacred Heart University 2006 — 2010
Bachelors, Psychology
Ekonkar Motors September 2013 - Present
KPMG June 2013 - August 2013
Johnson & Johnson December 2012 - May 2013
UBS Investment Bank November 2011 - March 2012
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor of Science, Finance
UBS Investment Bank November 2012 - Present
UBS Investment Bank April 2009 - November 2012
UBS Investment Bank May 2007 - April 2009
Education
Saint John's University School of Law 2003 — 2006
JD
Saint Joseph's University 1999 — 2003
BA, History and Classics
UBS Investment Bank March 2015 - Present
UBS Investment Bank December 2013 - February 2015
Societe Generale March 2013 - December 2013
UBS Investment Bank March 2011 - March 2013
FDM Academy September 2010 - March 2011
Mercer County Community College January 2007 - June 2008
Skills
Java, SQL, Unix Shell Scripting, ION Marketview, RDBMS, ION Trading Platform, C#, Test Driven Development, Testing, Linux, Oracle, Shell Scripting, Unix, XML, Design Patterns, SDLC, Agile Methodologies, .NET, Business Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick
BS
Barclays May 2014 - Present
UBS Investment Bank January 2010 - May 2014
Louis Dreyfus Holding Company Inc. August 1999 - April 2003
Telekurs USA Inc January 1999 - August 1999
Skills
Investment Banking, Fixed Income, Equity Derivatives, Derivatives, Equities, Valuation, Credit, Hedge Funds
Education
Sacred Heart University
Bachelor of Science (BS), Economics
UBS Investment Bank 2003 - Present
PaineWebber 1997 - 2003
Skills
Series 7, Series 63, series 55, Bonds, Capital Markets, FINRA, Fixed Income, Investments, Bloomberg, Equities, Portfolio Management, Asset Management
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Office of the Comptroller of the Currency June 2005 - Present
UBS Investment Bank September 2003 - September 2004
Skills
Credit Risk, Credit Analysis, Commercial Real Estate, Financial Regulation, Financial Analysis, Commercial Lending
Education
San Diego State University-California State University 1999 — 2003
Bachelor of Science (BS), Finance, General