UBS Investment Bank
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UBS Investment Bank Employees
EIG Global Energy Partners September 2013 - Present
Citi October 2010 - September 2013
UBS Investment Bank July 2010 - October 2010
Howard Frazier Barker Elliott, Inc. July 2009 - July 2010
Cogent Partners January 2009 - April 2009
Education
Southern Methodist University 2005 — 2009
BBA, Finance
The Peddie School 2001 — 2005
UBS Investment Bank January 2014 - May 2014
Agricultural Bank of China December 2012 - January 2013
CreditEase June 2012 - August 2012
Skills
Microsoft Office, Research, Corporate Finance, Financial Analysis, Financial Accounting, Due Diligence, Equity Research, Bloomberg, Capital Markets, Debt & Equity Financing, PowerPoint, Event Planning, Microsoft Excel, Microsoft Word, Public Speaking, Financial Modeling
Education
Stanford University Graduate School of Business 2015 — 2015
Summer Institute for General Management
Sewanee-The University of the South 2011 — 2015
Bachelor of Arts (B.A.), Economics, Summa Cum Laude
Auxanó Capital Partners August 2015 - Present
Stanford Graduate School of Business 2014 - June 2015
ARDIAN (ex-AXA Private Equity) May 2007 - September 2013
Cube Infrastructure Fund October 2005 - May 2007
Vinci Concessions November 2002 - October 2005
UBS Investment Bank 2000 - 2002
BNP Paribas 1998 - 2000
Skills
Corporate Finance, Structured Finance, Investments, Business Development, Project Finance, Private Equity, Capital Raising, Deal Origination, Fundraising, Cleantech, Infrastructure Projects, Deal Execution, Debt & Equity Financing, Start-ups, Startup Development, Emerging Markets, Strategy, Corporate Development, Asset Management, Energy, Risk Management, Valuation, Investment Banking, Asset Managment, Venture Capital, Project Fin, Revenue Growth..., Due Diligence, Strategic Planning, Early-stage Startups, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 2014 — 2015
Sloan Fellow, Stanford MSx Program (a one-year, full-time degree program for experienced leaders), Business Administration and Management, General
Sciences Po 1997 — 1998
Master's Degree, Corporate Finance & Economics
Sciences Po 1995 — 1997
Master's Degree, Political Science & Economics
Université Panthéon Assas (Paris II) 1992 — 1996
Juris Doctor (J.D.), Business Law, With distinction (Mention Bien)
Southwest Securities, Inc. March 2012 - Present
Wells Fargo Advisors July 2000 - March 2012
UBS Investment Bank September 1999 - July 2000
Raymond James Financial Inc. July 1997 - September 1999
First Southwest Company January 1995 - August 1997
University National Bank June 1989 - March 1993
First Bancshares of Texas, Inc. June 1987 - June 1989
Skills
Investments, Portfolio Management, Series 7, Investment Banking, Financial Planning, Banking, Asset Management, Trading, Family Office, Investment Management, Strategic Financial..., Fixed Asset Management, ETFs, Fixed Income Strategies, Private Banking
Education
Southern Methodist University 1989 — 1991
Southwestern Graduate School of Banking
Stephen F. Austin State University 1983 — 1987
Galveston Ball High School
Numerix May 2015 - August 2015
Pacific Life March 2015 - April 2015
Numerix June 2014 - September 2014
University of Illinois at Urbana-Champaign April 2013 - May 2013
UBS Investment Bank August 2010 - May 2012
Accenture June 2008 - July 2010
China International Fund Management Co., Ltd January 2008 - April 2008
Citi May 2007 - August 2007
Skills
Bloomberg, Equity Derivatives, Derivatives, Fixed Income, Equities, Investment Banking, Financial Modeling, Valuation, Corporate Finance, Quantitative Analytics, Equity Research, Private Equity, Financial Markets, Microsoft Excel, Capital Markets, Hedge Funds, R, VBA, Microsoft Office, Matlab, SAS, Risk Management, SQL
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2014
Master, Financial Engineering
University of Illinois at Urbana-Champaign - College of Business 2012 — 2013
Master, Finance
Shanghai University of Finance and Economics 2004 — 2008
Bachelor, Economics (Minor: Accounting)
Unjumbler Professional Organizing January 2007 - Present
Getty Images February 2006 - November 2006
UBS Investment Bank April 2002 - November 2005
Skills
Professional Organizing, Social Media, Interior Design, Feng Shui, Organization &..., Organizational..., Organization, Advertising, Microsoft Office, Event Management, Fashion, Marketing, Social Networking, Online Advertising, Small Business, Customer Service, Sales, Social Media Marketing, Public Speaking
Education
Santa Fe University of Art and Design 1996 — 2000
BA, Psychology
LaGuardia HS 1992 — 1996
HS Diploma, Fine and Studio Arts
Merrill Lynch June 2013 - Present
Liquidnet 2006 - 2012
CIBC World Markets 2005 - 2006
UBS Investment Bank 2003 - 2005
Macgregor 2001 - 2003
Skills
Testing, Electronic Trading, Trading, Trading Systems, Management, Process Improvement
Education
Sherman College of Straight Chiropractic
Doctor of Chiropractic
University of Massachusetts, Amherst
Bachelor of Science (BS)
Spelman College January 2014 - May 2014
Spelman College August 2013 - May 2014
Department of Parks and Recreation June 2013 - August 2013
UBS Investment Bank June 2012 - August 2012
Skills
Research, Microsoft Office, Lifeguarding, Critical Thinking, Problem Solving, Organization, PowerPoint, SharePoint
Education
Stony Brook University 2015 — 2017
Engineer’s Degree, Area of Interest: Mechanical Engineering
Spelman College 2012 — 2014
Bachelor’s Degree, Mathematics, 3.07
Balyasny Asset Management L.P. April 2015 - Present
Bridgewater Associates May 2012 - April 2015
UBS Investment Bank April 2010 - May 2012
Bloomberg March 2009 - April 2010
Alexander Mann Solutions on site at Macquarie Holdings:previously at Credit Suisse October 2006 - March 2009
Morgan Stanley October 2005 - October 2006
InfoTech Solutions August 1998 - October 2005
Skills
Technical Recruiting, FX, Equities, Fixed Income, Derivatives, Salary Negotiation, Employee Relations, Employment Contracts, Front Office, Onboarding, Commodities, Talent Acquisition, Strategic Sourcing, Market Mapping, Diversity Recruitment, Agency Negotiations, Executive Search, Executive Compensation, Vendor Management, Succession Planning, New Hire Orientation, Staff Training, Full-cycle Recruiting, Strategic Planning, Background Checks, Salary Benchmarking, Competitive Intelligence, Direct Recruiting, Training & Development, Direct Sourcing, Sales Recruitment, Social Networking, Deferred Compensation, Contract Negotiations, Offer Letters, Non-compete Agreements, Staff Management, Cross-functional Team..., Policy/Procedure..., Vendor Relations, Recruiting, Sourcing, Benefits Negotiation, Negotiation, SDLC, Investment Banking, New Hire Orientations, FX Options, Talent Management, Human Resources
Education
Springfield College
Trinity-Pawling School
Moody's Corporation July 2014 - Present
Moody's Corporation July 2012 - Present
Barclays Capital July 2009 - July 2012
Citi April 2007 - July 2009
UBS Investment Bank January 2004 - April 2007
JPMorgan Chase October 2000 - January 2004
Savant Consulting Group May 1998 - January 2004
Prudential Insurance April 1999 - October 2000
Skills
Trading Systems, Fixed Income, Derivatives, Investment Banking, Sybase, Market Data, Credit Derivatives, Equities, FX Options, Swaps, Credit, Electronic Trading, Capital Markets, SQL, Interest Rate..., Middle Office, Vendor Management, IT Service Management
Education
Stevens Institute of Technology 2002 — 2005
Master's degree, Management Information Systems
Sri Venkateswara University 1993 — 1997
Bachelor of Technology (B.Tech.), Civil Engineering
UBS Investment Bank July 2015 - Present
FMC Technologies July 2013 - August 2014
Freescale Semiconductor July 2012 - August 2012
Southern Methodist University January 2011 - July 2012
Freescale Semiconductor June 2011 - August 2011
Skills
Fluid Mechanics, Matlab, Solidworks, Data Analysis, Thermodynamics, AutoCAD, Financial Modeling, Product Design, Financial Statement..., Research, PowerPoint, HTML, Valuation, CAD, 8D Problem Solving, MES, Control Systems Design, Databases, Design of Experiments, Visio, Mathematica, C++, JMP, Mechanics of Materials, Thermal System Design, Unigraphics, Microstation, DFMA, DFx, Material Selection, GD&T, Financial Analysis, Engineering, Leadership
Education
Southern Methodist University 2014 — 2015
Master of Science (M.S.), Finance
Southern Methodist University 2009 — 2013
Bachelor of Science (B.S.), Mechanical Engineering
Raymond James & Associates, Inc July 2008 - Present
UBS Investment Bank April 2004 - June 2008
Advest, Inc. 1996 - 2004
MassDevelopment 1994 - 1996
Skills
Fixed Income, Investment Banking, Series 7, Bonds
Education
Simmons College
BA, Economics, French
UBS Investment Bank July 2015 - Present
UBS Investment Bank June 2014 - August 2014
Carlson Capital, L.P. October 2013 - May 2014
Fortress Investment Group June 2013 - August 2013
Boulevard Investment Group April 2012 - May 2013
Fulcrum Capital Holdings LLC September 2012 - December 2012
Crowell, Weedon & Co. June 2012 - August 2012
Crowell, Weedon & Co. July 2011 - August 2011
Skills
Bloomberg, Bloomberg Terminal, Equity Research, Analysis, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Investments, Finance, Asset Management, Investment Banking
Education
Southern Methodist University 2011 — 2015
BBA Finance with a Specialization in Alternative Asset Management
St. Francis High School 2007 — 2011
U.S. Bank April 2015 - Present
Convergex Group July 2006 - Present
Morgan Stanley June 2005 - July 2006
UBS Investment Bank July 2004 - June 2005
Brown Brothers Harriman April 1995 - July 2004
Skills
Portfolio Management, Equities, Corporate Finance, Credit Risk, Hedge Funds, Banking, Credit, Financial Services, Credit Analysis, Series 7
Education
Southern Methodist University - Cox School of Business 1997 — 2000
M.B.A., Finance
The University of Texas at Austin 1989 — 1994
B.A., English
UBS Global Asset Management September 2014 - Present
UBS Global Asset Management March 2014 - Present
UBS Investment Bank May 2006 - March 2014
Advest, Inc. 2003 - 2006
Advest, Inc. 1999 - 2003
Advest, Inc. 1997 - 1999
Education
Sheffield Hallam University 1989 — 2003
Bachelor of Arts (B.A.), Business Studies
UBS July 2011 - Present
UBS Investment Bank July 2008 - July 2011
Merrill Lynch September 2006 - June 2008
Clifford Chance US LLP October 2001 - April 2006
U.S. District Court for the Eastern District of New York September 2000 - September 2001
Connecticut Appellate Court June 1999 - July 2000
Education
Northeastern University School of Law
Juris Doctor (JD)
Southern Connecticut State University
Bachelor of Science (BS), Journalism
Spotware Systems (cTrader) May 2012 - February 2014
Luxoft June 2010 - May 2012
UBS Investment Bank 2010 - 2012
IRM Development December 2008 - May 2010
Moscow bank reconstruction and development August 2007 - November 2008
Skills
JavaEE, Oracle, Spring, Hibernate, jQuery, PL/SQL, SQL
Education
Saratov State University named after N.G.Chernyshevsky 2001 — 2006
Mathematics and Computer Science, 5
Private Investor 2009 - 2014
UBS Investment Bank 1994 - 2008
Chemical Bank 1993 - 1994
Bankers Trust Company 1987 - 1993
Bank of America 1985 - 1987
Skills
Communication Skills, Organization &..., Operational Excellence, Close Attention to..., Adaptability, Perseverance, Persuasiveness, Sales Presentations, Negotiation, Equities, Wealth Management, Derivatives
Education
Sewanee-The University of the South 1980 — 1984
Bachelor of Arts (BA), Economics
Citizens Bank November 2014 - Present
Canoga Wealth Management LLC March 2014 - October 2014
The Royal Bank of Scotland April 2011 - December 2013
UBS Investment Bank August 2006 - April 2011
Cadwalader, Wickersham & Taft LLP August 2004 - August 2006
Center for Modern Psychoanalytic Studies June 2003 - August 2004
New York City Law Department October 2002 - June 2003
Skills
Software Documentation, Outlook, Management, Editing, Microsoft Excel, Research, Legal Writing, Policy, Databases, Credit Risk, Sales, Process Scheduler, Telephone Skills, Negotiation, Onboarding, Customer Service
Education
Smith College 1998 — 2002
Bachelor's degree, Sociology
University of York 2000 — 2001
Sociology
Central Institute for Higher Tibetan Studies, Sarnath, India 1999 — 2000
Five College Exchange Program, Courses: Tibetan Buddhist Philosophy, History and Texts
Startup - Shaped by Sherrie January 2015 - May 2015
Philips Lighting June 2014 - April 2015
UBS Investment Bank December 2007 - March 2013
Infosys Technologies Ltd August 2007 - December 2007
Skills
Business Analysis, Management, Project Management, Requirements Analysis, Strategic Planning, Investment Banking, Equities, SDLC, User Acceptance Testing, SQL, Data Analytics, Macroeconomics, Digital Marketing, Social Media..., Brand Management, Quality Assurance, Product Management, Market Research, Strategy
Education
The University of Connecticut School of Business 2013 — 2015
Full time MBA, Marketing and Business Analytics, 3.9
Sardar Patel University 2003 — 2007
Bachelor of Technology, Electronics and Commuication Engineering, 3.7
Panera Bread September 2013 - Present
WealthEngine December 2012 - September 2013
WealthEngine January 2012 - December 2012
UBS Investment Bank August 2010 - August 2011
Lemek LLC dba Panera Bread August 2009 - July 2010
Skills
Microsoft Excel, Salesforce.com, Data Analysis, Research, PowerPoint, Fundraising, Access, Analysis, Microsoft Office, Business Analysis, Social Media, Market Research, Project Management, Outlook, Microsoft Word
Education
Southern Methodist University 2005 — 2009
Bachelors, Finance
Southern Methodist University - Cox School of Business 2005 — 2009
Bachelors, Finance
Epoch Estate Wines March 2013 - Present
UBS Investment Bank March 2011 - January 2013
Skills
Series 7, Series 63
Education
Southern Methodist University 2009 — 2010
Master, Education
Vanderbilt University 2004 — 2008
Bachelor of Arts, Philosophy
The Marcus Buckingham Company December 2014 - Present
Harbor View Advisors May 2011 - December 2014
ThinkEquity LLC April 2009 - November 2010
UBS Investment Bank July 2008 - November 2008
Skills
Mergers & Acquisitions, Investment Banking, IPO, Valuation, Financial Analysis, Private Placements, Private Equity, Financial Modeling, Equities, Capital Markets, Corporate Finance, Bloomberg, Due Diligence, Capital IQ, Xero, Nexonia, Venture Capital, Entrepreneurship, Start-ups, Competitive Strategies, Competitive Pricing, Market Research, Corporate Social..., Business Strategy, Business Development, Business Process..., Business Process..., Business Planning, Corporate Development, Corporate Financial..., Board of Directors..., Board Presentations, Operating Budgets, Department Budgeting, Pricing Strategy, Employee Training
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Southern Methodist University 2004 — 2007
Bachelor's
Iolani School 2000 — 2004
Marsh & McLennan Companies, Inc. August 2011 - Present
Cravath, Swaine & Moore LLP November 2010 - January 2011
Cleary Gottlieb Steen & Hamilton LLP September 2010 - November 2010
Bracewell & Giuliani LLP September 2008 - April 2009
UBS Global Asset Management May 2008 - August 2008
National Treasury Employees Union October 2007 - May 2008
UBS Global Asset Management September 2005 - March 2006
UBS Investment Bank August 2004 - August 2005
Skills
Diversity Champion, Employment Law, Human Resources, Legal Research, Employee Relations, Document Review, Immigration Law, Legal Writing, Onboarding
Education
The George Washington University Law School 2006 — 2009
J.D, Law
Scripps College 2000 — 2004
B.A., History and Women's Studies
Bank of America September 2015 - Present
JPMorgan Chase July 2014 - Present
Infosys Technology Inc April 2011 - July 2014
Infosys Technologies Ltd October 2009 - June 2011
Infosys Technologies Ltd September 2005 - March 2010
UBS Investment Bank 2007 - 2009
Royal Bank of Scotland 2004 - 2006
Infosys Technologies Ltd November 2003 - August 2005
Skills
Data Warehousing, Informatica, ETL, PL/SQL, Oracle, Requirements Analysis, Solution Architecture, Software Project..., Teradata, SQL, Business Analysis, Business Objects, Netezza, Hadoop, Databases
Education
Shivaji University 1999 — 2003
Bachelor of Engineering, Mechanical
Royal Bank of Scotland December 2012 - Present
UBS Equities July 2012 - Present
UBS Investment Bank May 2009 - July 2012
UBS Investment Bank 2002 - April 2009
Enron 1999 - 2002
ETPS May 1997 - January 1999
Skills
C#, PL/SQL, Integration, Software Development, Microsoft SQL Server, CTRM systems (TPT CXL,..., Java, .NET, Risk Management, Commodity, Trading
Education
Sri Venkateswara University 1991 — 1995
BTech, Computer Science and Engg.
UBS Investment Bank June 2007 - Present
UBS Global Asset Management 2006 - Present
UBS Global AM 2006 - Present
UBS Global Asset Management 2007 - 2013
UBS June 2007 - May 2012
UBS Global Asset Management 2006 - 2010
Global Asset Management 2001 - 2010
UBS Global Asset Management 2006 - 2009
UBS Global Asset Management 2006 - 2009
UBS Global Asset Management 2006 - 2009
Skills
Equities, Asset Managment, Portfolio Management, Derivatives, Investments, Investment Banking, Trading, Wealth Management, Capital Markets, Valuation, Mutual Funds, Fixed Income, Bloomberg, Hedge Funds, Banking, Change Management, FX Options, BMC Remedy, Risk Management, Business Analysis, Bloomberg Software, ITIL, Disaster Recovery, Relationship Management, Asset Management, Requirements Gathering, Trading Systems, Incident Management
Education
Seton Hall University
Seton Hall University
Center Coast Capital Advisors, LP March 2015 - Present
UBS Investment Bank July 2013 - March 2015
SMU Cox School of Business August 2012 - May 2013
UBS Investment Bank June 2012 - August 2012
Skills
Entrepreneurship, Analysis, Equities, Financial Analysis, Financial Modeling, Investment Banking, Management, Spanish, Valuation, Mergers, Microsoft Office
Education
Southern Methodist University 2009 — 2013
Cox School of Business BBA, Finance
Southern Methodist University 2009 — 2013
Dedman College of Humanities & Sciences, Bachelor of Science, Economics with Financial Applications
American School Foundation, A.C 2005 — 2009
High School
UBS Investment Bank August 2008 - December 2012
GE Capital February 1999 - April 2004
GE Capital June 1997 - February 1999
JPMorgan Chase March 1990 - June 1997
Skills
Business Analysis, SQL, Project Management, Change Management, Project Planning, Task Management, Multi Tasking, Team Building, Team Leadership, Management, Analysis, IT Management, Software Quality..., System Testing, Manual Testing, User Acceptance Testing, Regression Testing, Test Cases, Software Documentation, Technical Documentation, Performance Testing, Agile Project Management, Agile Testing, Unix, Toad, Databases, Data Analysis, Windows, Visio, Microsoft Word, Access, PowerPoint, Microsoft Excel, Oracle, Trading Systems
Education
NYU Stern School of Business
MBA, Management with Concentration in Information Systems
Skidmore College
BA, Mathematics with Concentration in Computer Science
Grant Thornton LLP August 2014 - Present
Grant Thornton LLP August 2013 - July 2014
Grant Thornton LLP January 2012 - August 2013
Office of Diversity and Community Engagement-SMU Meadows School of the Arts April 2010 - January 2012
UBS Investment Bank June 2011 - August 2011
Sponsors for Educational Opportunity May 2011 - August 2011
Liberman Broadcasting November 2008 - November 2009
Skills
Accounting, Leadership, Budgets, Training, Management, Account Reconciliation, PowerPoint, Access, Microsoft Excel
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Master's degree, Accounting
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Open Systems Technologies June 2015 - Present
Fiserv December 2013 - June 2015
Tigroup October 2012 - October 2013
Tigroup November 2011 - October 2012
Open Systems Technologies May 2011 - November 2011
Apex Systems November 2010 - May 2011
Alltech Consulting Services, Inc March 2009 - January 2011
UBS Investment Bank June 1996 - May 2008
Goss Graphics - Rockwell International November 1987 - June 1996
Bally Manufacturing - Gaming Division January 1984 - November 1987
Skills
Business Analysis, Requirements Gathering, SDLC, Requirements Analysis, Vendor Management, Risk Management, Enterprise Architecture, Training, Project Management, Software Development, Business Process, XML, Software Project..., SOA, Integration, PMO, Program Management, Scrum, Team Leadership, Strategy, Agile Methodologies, SQL, Oracle, Management, CRM, Java, IT Management, IT Strategy, Unix, Business Process..., Derivatives, Business Intelligence
Education
Southern Illinois University, Carbondale
Droit Financial Technologies, LLC March 2014 - Present
RBC Capital Markets May 2012 - November 2013
UBS Investment Bank 1990 - 2011
Skills
Fixed Income, Investment Banking, MBS, Credit Derivatives, Capital Markets, Swaps, Interest Rate..., Hedge Funds, Electronic Trading, Derivatives, Bloomberg, CDS, Market Data, Series 7, Rates, Trading, Series 63, Equity Derivatives, Bonds, Securities, Trading Systems, Financial Markets, Emerging Markets, Alternative Investments, FX Options
Education
Southern New Hampshire University 1986 — 1990
economics and finance
Itaú Unibanco November 2014 - Present
JPMorgan Chase May 2014 - November 2014
RBC Capital Markets June 2013 - May 2014
UBS Investment Bank November 2012 - March 2013
SAC Capital October 2011 - October 2012
GE Capital January 2011 - June 2011
Skills
Finance, Accounting, Banking, Capital Markets, Dodd-Frank, Bloomberg, Leadership, Investment Banking, KYC, Trading, Investments, Financial Markets, Financial Analysis, Cash Management, Hedge Funds, Due Diligence, Financial Reporting, Financial Modeling, Corporate Finance, Valuation, Treasury, Account Reconciliation, Analysis, AML, OFAC, Financial Regulation, Risk Management, Team Management, Purchasing, Cash Flow, Risk Assessment, World Check, Client Relations Skills, Treasury Management, Onboarding, Dodd-Frank Title VII, Compliance, Client On-boarding, Markit, Investment Banks, Contract Negotiation -..., Wire Transers, ACH Transfers, Cash Position, Wall Street Systems, Treasury Operations, GoldTier, DNBi Credit Reporting..., Client Outreach, Enhanced Due Diligence
Education
Southern New Hampshire University 2007 — 2009
MBA, Business Administration & Certificate in Finance
Southern New Hampshire University 2003 — 2007
BS, Finance and Accounting
Integrity Financial Corporation May 2015 - Present
1903 Investment Advisors LLC April 2014 - May 2015
OAE, LLC March 2002 - March 2014
UBS Investment Bank February 1997 - February 2002
Northwestern Mutual May 1994 - February 1997
Skills
•Client Development, •Professional..., •Networking, •Consultative Sales..., •Excellent Customer..., •Business Management, •Coaching/Mentoring, •Persuasive..., •Advance Sales Cycle..., •Contract Negotiation, •MS Office Suite..., •Referred Lead..., Business Planning, New Business Development, Leadership Development, Marketing, Small Business, Investments, Management, Executive Management, Retirement, Financial Advisory, Nonprofits, Investment Management, Entrepreneurship, Sales, Financial Planners, Leadership, Strategic Planning, Team Building, Public Speaking, Financial Planning, Customer Service, Contract Negotiation
Education
University of Northern Iowa 1980 — 1984
Bachelor of Arts (B.A.), EDUCATION
The American College 1997 — 2001
Master of Science (MS), FINANCE
Southwestern Baptist Theological Seminary 1987 — 1990
Master's degree, COMMUNICATIONS/Theology
Barnum Financial Group, an Office of MetLife July 2011 - Present
Bridgewater Associates September 2008 - December 2009
UBS Investment Bank 2006 - March 2008
UBS Investment Bank January 2004 - June 2006
UBS Investment Bank August 2002 - January 2004
Skills
Talent Acquisition, Human Resources, Sourcing, Applicant Tracking..., Vendor Management, Onboarding, Talent Management, PeopleSoft, Performance Management, Employee Benefits, Advisor Onboarding
Education
West Virginia University 2000 — 2001
MS, Industrial and Labor Relations / Human Resources
Shepherd University 1994 — 1998
BS, Psychology / Political Science
GW! 1992 — 1994
High School Diploma, General Studies
Pro Teck Valuation Services June 2011 - Present
Pro-Teck Services September 2009 - June 2011
Clayton January 2003 - September 2009
UBS Investment Bank January 2005 - December 2005
Cantor, Floman, Gross, Kelley, Amendola & Sacramone, P.C.; Attorneys at Law June 2000 - December 2002
National Mortgage Pros January 1999 - December 1999
Skills
Mortgage Lending, Mortgage Servicing, Special Servicing, Secondary Mortgage..., Risk Assessment, Risk Management..., Appraisals, Broker Price Opinion, Due Diligence, Portfolio Management, Key Account Management, Strategic Prospecting, Building Relationships
Education
Southern Connecticut State University 2000 — 2002
BA, English: Concentration: Professional Writing
University of Rhode Island 1998 — 2000
English
Wells Fargo Financial April 2011 - Present
Wells Fargo Financial April 2011 - Present
Mesirow Financial October 2009 - April 2011
UBS Investment Bank June 2003 - June 2008
Rice Financial Products Company 1998 - 2000
Skills
Public Finance, Series 63, Capital Markets, Financial Modeling, Bonds, Investments, Series 7, Finance, Securities, Financial Analysis, Valuation, Fixed Income, Due Diligence, Investment Banking
Education
South Texas College of Law 1993 — 1996
J.D.
University of Houston 1985 — 1990
B.S., Political Science
F5 Networks 2004 - Present
UBS Investment Bank January 2010 - November 2010
ChoicePoint 2008 - 2008
Intel January 1999 - January 2002
Intel 1999 - 2002
STERLING COMMERCE INC (subsidiary of SBC Communications, Inc January 1997 - January 1999
Sterling Commerce 1997 - 1999
WORLD BOOK CONSULTING GROUP January 1996 - January 1997
COMPUSERVE INC January 1994 - January 1996
CompuServe Network Services 1994 - 1996
Skills
System Deployment, Troubleshooting, Security, Switches, Routers, Network Architecture, Cisco Technologies, Load Balancing, Network Security
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA
Purdue University 1989 — 1990
MSEE
Texas A&M University 1987 — 1989
BSEE
Shanghai Jiao Tong University 1984 — 1987
Associate’s Degree
FBR Capital Markets & Co. July 2013 - Present
Imperial Capital, LLC October 2010 - July 2013
The Gores Group 2008 - 2010
UBS Investment Bank 2000 - 2008
Donaldson, Lufkin, & Jenrette 1998 - 2000
Skills
Investment Banking, LBO, Private Equity, Carve-outs, Private Placements, Divestitures, Capital, Leveraged Finance, Venture Capital, IPO, Corporate Development, Capital Raising, M&A experience, Deal Sourcing, Valuation, Hedge Funds, Start-ups, Mergers & Acquisitions
Education
The University of Texas at Austin 1992 — 1994
MBA
Southern Methodist University - Cox School of Business 1985 — 1989
BBA
UBS Investment Bank February 2014 - Present
Light and Frame 2005 - Present
Fuse News, MSG Holdings, LP May 2013 - February 2014
Thomson Reuters 2012 - February 2013
TRT TELEVİZYON 2010 - 2012
RAI CORPORATION 2007 - 2011
Valencia Community College 2001 - 2003
Skills
Broadcast, Video Production, Final Cut Pro, Photoshop, Video Editing, Video, Television, New Media, Final Cut Studio, Avid, Camera, Videography, Editing, Post Production, Film, Media Production, Broadcast Television, Film Production, Radio, Documentaries, Multimedia, HD Video, Music, Commercials, Camera Operating, Producing, Storytelling, Photography, Digital Photography, Adobe Creative Suite, Online Journalism, Breaking News, Non-linear Editing, Photojournalism, Cinematography, Graphics, Lightroom, Digital Media, Web Video, Mac, Production Managment, Audio Editing, Film Editing, Lighting, Art Direction, Graphic Design, Digital Asset Management, Premiere, DVD Studio Pro, OS X
Education
Valencia College 2001 — 2003
A.S., Multimedia
Università degli Studi di Roma 'La Sapienza' 1993 — 1997
BS, Foreign Language and Literature
Andy Roddick Foundation January 2014 - Present
Bazaarvoice September 2011 - January 2014
UBS Investment Bank June 2010 - September 2011
Fulbright Commission Romania July 2009 - June 2010
UBS Investment Bank June 2008 - August 2008
Skills
Financial Modeling, Microsoft Office, Accounting, Valuation, Business Development, Data Analysis, Financial Analysis, Entrepreneurship, Market Research, Bloomberg, Strategic Planning, Strategy, Analytics, Research, Project Management, Investment Banking, Business Analysis, Microsoft Excel, Due Diligence, Forecasting, Business Strategy, PowerPoint, Finance, Strategic Financial..., Corporate Finance, Mergers & Acquisitions, M&A experience, Corporate Development, Start-ups
Education
Sewanee-The University of the South 2005 — 2009
BA, Economics, History
Atlantic Aviation February 2015 - Present
Junius Peak January 2006 - Present
North Texas Food Bank October 2008 - September 2014
Atlas Capital Management May 2005 - October 2008
UBS Investment Bank October 2004 - May 2005
Mariner Health Care December 2001 - October 2004
i2 Technologies February 2001 - August 2001
Stream International June 1999 - February 2001
Skills
IT Management, Management, Call Center, Disaster Recovery, Information Security, Process Improvement, Program Management, Non-profits, Call Centers, Recruiting, Networking, Leadership, Human Resources, Nonprofits, CRM, Policy, Customer Service, Data Center, Project Management, Security, Project Planning, IT Strategy
Education
Shoreline Community College 1988 — 1992
Associates
BP Integrated Supply & Trading February 2006 - Present
UBS Investment Bank September 2005 - February 2006
Verizon September 2002 - September 2005
Corning Incorporated September 1999 - September 2002
HCL Hewlett Packard February 1996 - September 1999
Skills
Integration, .NET, Agile Methodologies, Data Warehousing, Enterprise Architecture, Software Project..., Enterprise Software, Software Development, SDLC, Software Design, Requirements Analysis, Architecture, Oracle, Project Management, Databases, Business Analysis, Telecommunications, Automation, Analytics, Product Development, Commodity Markets, Data Science
Education
Sri Venkateswara University 1987 — 1992
Bachelor of Science, Mathematic, Physics and Electronics
UBS 2010 - Present
GE Capital 2009 - 2010
UBS Investment Bank 1999 - 2009
Citi 1995 - 1999
JH Whitney Investment Management 1992 - 1995
Arthur Andersen & Co. 1987 - 1992
Skills
Investment Banking, Financial Analysis, Fixed Income, Derivatives, Capital Markets, Risk Management, Financial Reporting, Corporate Finance, Banking, Financial Modeling
Education
New York University, Stern School of Business 1995 — 1998
MBA, Finance
Southern Methodist University - Cox School of Business 1984 — 1987
Bachelor of Business Administration (B.B.A.), Accounting
Beechwood Re February 2015 - March 2015
Cantor Fitzgerald December 2014 - February 2015
Barclays Investment Bank January 2014 - March 2014
UBS Investment Bank August 2013 - December 2013
New York Law School January 2011 - May 2013
Bank of the West – BNP Paribas February 2012 - April 2012
RBS/CFG September 2011 - November 2011
KDM Associates June 2003 - December 2006
US Air Force December 1997 - April 1998
Skills
Welfare, Wellness, Litigation, Securities, Legal Compliance, Fair Lending, AML/KYC, ISDA negotiations, Due Diligence, Legal Research, Legal Writing, Bankruptcy, Risk Management, Finance, Financial Risk, Financial Services, Dodd-Frank, Banking, Consumer Law, Securities Regulation, Auditing, Corporate Governance, Credit, Financial Regulation, Westlaw, Risk Assessment, Lexis, Mutual Funds, Capital Markets, Litigation Support, Legal Assistance, Medical Malpractice, Depositions, Mediation, Civil Litigation, Regulations, Derivatives, Personal Injury, Torts, Trials, Insurance, Legal Issues, Analysis, Mergers & Acquisitions, Corporate Law, Employment Law, Estate Planning, Private Equity, Privacy Law, Intellectual Property
Education
New York Law School 2011 — 2013
LLM, FINANCIAL SERVICES
Southern University Law Center 2002 — 2005
JD, Law
Southern University and Agricultural and Mechanical College at Baton Rouge 1986 — 1996
BS, ECONOMICS
Eze Software Group August 2015 - Present
UBS Investment Bank August 2014 - August 2015
Liquid Image Co September 2013 - August 2014
Karen Pierce Gonzalez Public Relations November 2012 - September 2013
ABCey Events April 2012 - August 2012
Sonoma State Star Newspaper January 2012 - May 2012
Kaplan Test Prep and Admissions January 2011 - December 2011
Skills
Public Speaking, Proposal Writing, Press Release Creation, Social Media Relations, Public Relations, Editing, Marketing Strategy, Community Outreach, Team Leadership, Social Media Marketing, Event Planning, Marketing, Press Releases, Proofreading, Blogging, Social Networking, Research, Journalism, Facebook, Creative Writing, Web Content, Newsletters, Copy Editing, Teaching, Social Media, Feature Articles, Event Management, Media Relations, Copywriting, Marketing Communications, Publicity, Strategic Communications, AP Style, Internal Communications, WordPress, YouTube, Corporate Communications, Speech Writing, News Writing, iMovie, InDesign, Instagram, Sponsorship Relations, Twitter
Education
St. Mary's University, Twickenham 2014 — 2015
Post Graduate Certificate, International Business
Sonoma State University 2009 — 2013
Bachelor of Arts (B.A.), Communication and Media Studies
Valley Christian High School 2005 — 2009
GED
Sellincourt School September 2013 - September 2015
HelloFresh May 2015 - August 2015
Cairneagle Associates 2012 - 2015
Independent 2010 - 2014
French Antitrust Authority (Autorité de la concurrence) July 2011 - December 2011
Haileybury Almaty School August 2009 - July 2010
UBS Investment Bank June 2008 - September 2008
Skills
Management Consulting, Financial Modeling, Strategy, Business Strategy, Emerging Markets, Valuation, Start-ups, Education, Corporate Finance, Venture Capital
Education
Stanford University Graduate School of Business 2015 — 2017
Master of Business Administration (MBA)
Sciences Po 2010 — 2012
Master's degree in Economics, Cum laude
University of Cambridge 2006 — 2009
BA/MA (Hons), Mathematics, First class
Hwarangdo West LA Academy March 2012 - Present
RBS Markets & International Banking July 2009 - September 2013
West Coast Hwarangdo Academy 2011 - 2012
West Coast Hwarangdo Academy 2003 - 2011
UBS Investment Bank June 2001 - July 2009
Skills
Sparring, Grappling, Kumtoogi, Bongtoogi, Joint Manipulation, Submission Fighting, Mediation, Mentoring, Self Defense, Teaching, Tournament Training, Personal Development, Fitness, Martial Arts, Kickboxing, Circuit Training, Stress Management, Cardio, Core Strength, Boxing, Weight Training, Workshop Facilitation, Fitness Training, Public Speaking, Cpr Certified, Fixed Income, Series 7, Series 63, Bloomberg Terminal, Bloomberg, Trading Systems, Trading, Bonds, MBS, Securities, Financial Markets, Economics, Customer Service, Investment Banking, Social Networking, Options, Event Planning, Social Media, Training, Leadership
Education
Santa Monica College 1998 — 2001
Economics
Leavenworth High School 1994 — 1996
Kaizen Management Advisors Pvt Ltd July 2013 - August 2013
McKinsey & Company May 2013 - July 2013
UBS Investment Bank July 2008 - June 2012
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
Singapore Management University 2004 — 2008
Bachelor of Science (BSc)
St.James' School 1999 — 2004
JPMorgan Chase December 2013 - Present
UBS Investment Bank June 2010 - November 2013
Vanguard May 2007 - May 2010
Oracle April 2006 - May 2007
Cyberwerx November 2003 - March 2006
iNautix Technologies (Pershing LLC) 2001 - 2003
Cybercash May 1999 - June 2001
Skills
Java, Oracle, Agile Methodologies, Perl, XML, SQL, C++, Test Automation, System Testing, UML, Equities, Data Modeling, Sybase, Shell Scripting, Software Project..., Linux, Requirements Analysis, Databases, PL/SQL, Solaris, Trading Systems, DB2, Spring, Unix Shell Scripting, Python, Java Enterprise Edition, Integration, Web Services, TCP/IP, Fixed Income, ClearCase, Market Data, CVS, Programming, SDLC, Testing, Unix
Education
Sri Venkateswara University 1996 — 1999
Master of Computer Applications (M.C.A.)
Deloitte China March 2015 - June 2015
UBS Investment Bank August 2014 - February 2015
DKSH July 2013 - September 2013
Skills
MS Office, ERP, Policy, Research, Customer Service, Management, Teamwork, Analysis
Education
University of Illinois at Urbana-Champaign 2015 — 2016
Master of Science in Business Administration, Master of Science (MS)
Shanghai University of International Business and Economics 2011 — 2015
Management of Tourism, Bachelor of Management(GPA:3.90/4.0)
High School Affiliated to Fudan University 2008 — 2011
Société Générale June 2013 - Present
Gleacher & Company 2012 - June 2013
UBS Investment Bank 2009 - September 2011
UBS Investment Bank 2006 - 2009
UBS Investment Bank 2004 - 2006
UBS Investment Bank 1998 - 2004
Skills
Equities, Bonds, Fixed Income, Capital Markets, Derivatives, Investment Banking, Hedge Funds, Bloomberg, High Yield, Valuation, Long/Short Equity
Education
Siena College
Bachelor’s Degree, Finance
Havas Media April 2015 - Present
Mindshare 2013 - April 2015
Mindshare January 2011 - September 2013
McGraw-Hill Construction 2008 - January 2011
UBS Investment Bank September 2005 - May 2008
Skills
Adobe Acrobat, InDesign, PowerPoint, Illustrator, Photoshop, Outlook, Word, Excel, Corel Draw, Lotus Notes, Adobe Creative Suite, Graphic Design, Mac, Microsoft Office, QA Testing, User Experience, Contract Review, Asset Management, Budget Management, Content Testing, Schedule Management, Software Project..., Stakeholder Management, Stakeholder Workshops, Budgets, HTML, Online Marketing, Creative Direction, Visio, Advertising, Digital Media, Online Advertising, Social Media, Content Management, Microsoft Excel, Graphics, Digital Strategy, Quality Assurance, MS Project, Program Management, Contract Management, Project Planning, Integrated Marketing, Social Media Marketing, Dreamweaver, Social Networking, Microsoft Word, New Media, Management, Digital Marketing
Education
Seton Hall University 2000 — 2004
Communication, Graphic Design
Abington High School 1996 — 2000
UBS Investment Bank July 2014 - Present
EnCap Investments L.P. June 2013 - August 2013
JPMorgan Chase June 2012 - August 2012
PRS Investment Advisory, Subsidiary of EFG International July 2011 - August 2011
Alturas de Tenerife May 2006 - August 2010
Gulf Corporation, Formerly Gulf Bank August 2006 - May 2010
Skills
Leadership, Financial Modeling, Microsoft Excel, Bloomberg, Investments, Finance, Accounting, Data Analysis, Private Equity, Portfolio Management, Valuation, Financial Analysis, Corporate Finance, Investment Banking, Analysis
Education
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration (BBA)
Gulliver Preparatory High School 2006 — 2010
UBS Investment Bank July 2013 - Present
UBS Investment Bank October 2010 - June 2013
Leafstone Staffing July 2010 - October 2010
Human Resource Associates January 2010 - May 2010
Skills
Human Resources
Education
Siena College 2006 — 2010
Bachelor of Arts, Psychology; Business
PartnerRe January 2015 - Present
Nomura Securities May 2014 - January 2015
UBS Investment Bank July 2013 - May 2014
RBS Markets & International Banking November 2012 - April 2013
RBS Global Banking & Markets October 2011 - November 2012
RBS Markets & International Banking October 2009 - October 2011
RBS Global Banking & Markets January 2009 - October 2009
Louis Dreyfus Highbridge Energy October 2008 - December 2008
UBS June 2007 - September 2008
UBS Investment Bank March 2007 - June 2007
Skills
Derivatives, Bloomberg, Equities, Capital Markets, Investment Banking, Equity Derivatives, Operational Risk, Hedge Funds, Middle Office, AML, Bonds, Trading, KYC, Securities, Prime Brokerage, Portfolio Management, Back Office, Financial Risk, Options, Settlement, Investments, Risk Management, Finance, Credit Risk
Education
Southern Connecticut State University 2005 — 2007
MBA
Southern Connecticut State University 2002 — 2005
BA
Notre Dame High School - Fairfield, Connecticut
THL Credit, Inc. September 2012 - August 2015
Bank of America Merrill Lynch September 2011 - September 2012
UBS Investment Bank July 2010 - August 2011
UBS Investment Bank June 2009 - August 2009
DH Infrastructure Economics Consulting January 2009 - April 2009
Sherwin Williams Company June 2008 - August 2008
Save a Child's Heart January 2008 - January 2008
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Capital Markets, Investment Banking, Corporate Finance, Private Equity, Equities, Due Diligence
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Smith College 2006 — 2010
Bachelor of Arts (B.A.), cum laude, Chemisry, Economics
Bromley High School 2004 — 2006
A-Level
CapFlow Funding Group March 2010 - Present
Whitecap Advisors April 2005 - March 2010
UBS Investment Bank October 2002 - April 2005
GE Capital June 1999 - October 2002
Skills
Credit Analysis, Asset Based Lending, Fixed Income, Commercial Lending, Corporate Finance, Structured Finance, Commercial Finance, Funding, Loans, Financial Modeling, Credit Risk, Restructuring, Credit, Capital Markets, Financial Analysis, Investment Banking, Portfolio Management, Due Diligence, Finance, Asset Managment
Education
Southern Connecticut State University 1995 — 1999
Bachelor, Finance
St. George's University, Grenada January 2013 - Present
Staples June 2011 - August 2011
UBS Investment Bank January 2011 - June 2011
Morgan Stanley Smith Barney August 2010 - December 2010
Northwestern Mutual June 2010 - August 2010
HybriGene, University of Rhode Island October 2006 - May 2007
Skills
Portfolio Management, Investments, Financial Analysis, Finance, Entrepreneurship, Strategic Financial..., Wealth Management, Financial Modeling, Financial Services, Economics, Asset Allocation, Financial Reporting, Insurance, Analysis
Education
Simmons College 2008 — 2012
Bachelor of Arts in Finance, Bachelor of Science, Bachelor of Science in Economics
Simmons College 2008 — 2012
Bachelor of Science (B.S.), Economics and Finance
CBRE May 2009 - March 2010
CBRE Investors October 2008 - May 2009
CBRE Investors May 2007 - October 2008
UBS Investment Bank April 2001 - March 2007
Hotel Roger Williams February 2000 - May 2001
Xerox December 1998 - February 2000
Education
Santa Monica College 2002 — 2004
Photography
Mandl School of Applied Health 1995 — 1997
Registered Medical Assistant, Medical Assistant
Nebula Capital Management 2009 - Present
J.P. Morgan 2008 - 2009
UBS Investment Bank 2003 - 2007
JP Morgan 1998 - 2003
Skills
Hedge Funds, Portfolio Management, Investments, Trading, Capital Markets, Fixed Income, Emerging Markets, Financial Structuring, Alternative Investments, Credit Derivatives, Equities
Education
Smith College
BA, Chemistry
Kimberly-Clark November 2014 - Present
Booz & Company July 2012 - October 2014
UBS Investment Bank June 2011 - August 2011
Booz & Company January 2007 - May 2010
Skills
Management Consulting, Energy, Strategy, Strategic Planning, Business Strategy, Valuation, Financial Modeling, Due Diligence, Corporate Development, Acquisition Integration, Mergers & Acquisitions, Private Equity, Financial Analysis, Venture Capital
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
MBA, Private Equity Finance, 3.98 GPA
Southern Methodist University 2002 — 2006
BBA, Finance
Equinix February 2011 - Present
MarkitSERV August 2007 - February 2011
DTCC DerivSERV August 2007 - February 2011
UBS Investment Bank December 2000 - July 2007
Skills
Equities, Derivatives, Fixed Income, Trading Systems, Electronic Trading, Financial Markets, Hedge Funds, Options, Market Data, Capital Markets, FX Options, Bloomberg, Investment Banking, Trading, Financial Services, Asset Management, CRM, Portfolio Management, Prime Brokerage, Relationship Management, Strategy
Education
Southern Connecticut State University 1992 — 1995
Bachelor of Science, Communications
West Haven High School
UBS Wealth Management January 2011 - Present
UBS Wealth Management & Swiss Bank January 2009 - December 2010
UBS Wealth Management October 2007 - December 2008
UBS Investment Bank August 2006 - July 2007
Hawin Management January 2002 - July 2006
Education
University of Cambridge 2007 — 2007
Professional Certificate, International Business Practice
University of California, Santa Barbara 2001 — 2006
School for International Training 2005 — 2005
Intensive Language & Culture - Toulouse, France
School for International Training 2005 — 2005
International Studies, Organizations, and Social Justice - Geneva, CH
UBS Investment Bank March 2015 - Present
Skills
Golf, Tennis, Basketball, Running, Sports, Ski, Partnerships, Order Fulfillment, Sports Management, Integrity, Future Trends, Business, Debate, Diligent, Inventory, Microsoft Word, Public Speaking, Leadership
Education
Southern Methodist University 2012 — 2016
Freshman
Pinewood High School
UBS Investment Bank June 2010 - June 2013
UBS Wealth Management July 2000 - June 2010
BNY Mellon March 1994 - July 2000
BNY Mellon January 1993 - March 1994
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Siena College 1987 — 1991
BS - Finance, Finance, General
Contec Holdings May 2015 - Present
Contec Holdings March 2013 - May 2015
Access Insurance Company June 2009 - March 2013
UBS Investment Bank June 2008 - August 2008
RBS Markets & International Banking July 2006 - August 2007
Direct Products of Albany, LLC December 2002 - June 2006
Skills
Financial Modeling, DCF Valuation, Mergers, Acquisitions, Debt Restructuring, Debt, Equity Valuation, Capital Markets, Investments, Finance, Mergers & Acquisitions, Forecasting, Analysis, Valuation, Due Diligence, Financial Analysis, Strategic Financial..., Corporate Finance, Accounting, Business Valuation, DCF, Divestitures, Access, Variance Analysis, Financial Reporting
Education
University of Rochester - Simon Business School 2007 — 2009
MBA, Finance, Corporate Accounting
Siena College 2000 — 2004
Bachelor of Science (BS), Finance
Guilderland High School
Drexel Hamilton, LLC June 2014 - Present
Dutchess Land Conservancy December 2013 - Present
Warrior Hike November 2013 - Present
Harlem Valley Appalachian Trail Community (Dover & Pawling) NY July 2012 - Present
Dutchess County Ducks Unlimited May 2012 - Present
Town of Dover, NY, Conservation Advisory Council January 2010 - Present
Oblong Land Conservancy January 2009 - Present
Lebenthal & Co, LLC October 2008 - June 2014
UBS Investment Bank March 1993 - June 2008
PaineWebber March 1993 - June 2000
Skills
Fixed Income, Bonds, Series 7, Securities, Fundraising, Non-profits, Entrepreneurship, Financial Structuring, Nonprofits, Start-ups, Structured Finance, Derivatives, Community Outreach, Public Relations, Leadership, Business Development, Management, Communication, Banking
Education
Yale University - Yale School of Management 1980 — 1982
MPPM, Masters in Public and Private Management
Smith College 1973 — 1977
BA, Art History
MKA, The Montclair Kimberley Academy 1967 — 1973
Fencing
UBS May 2014 - Present
UBS January 2013 - April 2014
UBS Investment Bank March 2008 - December 2012
UBS Investment Bank July 2005 - March 2008
Paloma Partners Management LLC August 2004 - July 2005
Paloma Partners Management LLC August 2002 - August 2004
Bank of America August 2001 - August 2002
Sonoco 1999 - 2001
American Color Graphics, Inc 1997 - 1999
Skills
FX Options, Derivatives, Securities, Settlement, Cash Management, Foreign Exchange, Money Market, Operational Risk..., Fixed Income, Treasury Management, Financial Risk, Commodity, Capital Markets, Investment Banking, Equities, Back Office, Risk Management, Hedge Funds, Bloomberg, Banking
Education
Shippensburg University of Pennsylvania
B.A., English Language and Literature, General
Penn State University
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences, General Studies and Humanities
GAF June 2013 - Present
Barclays Capital July 2010 - May 2013
UBS Investment Bank August 2005 - July 2010
Deloitte & Touche February 2001 - May 2003
Arthur Andersen September 1996 - August 2000
Skills
Investment Banking, Mergers & Acquisitions, Capital Markets, Valuation, Financial Modeling, Equities, Private Equity, Corporate Finance, Emerging Markets, Due Diligence, Financial Analysis, Financial Structuring, Corporate Development, Investments, Mergers
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
MBA, Business
Solvay Business School 1991 — 1996
Bachelor of Business Administration (B.B.A.), Management and Accounting
Och-Ziff Capital Management September 2015 - Present
Williams Lea December 2008 - Present
Barclays Capital September 2008 - December 2008
Lehman Brothers May 2006 - September 2008
UBS Investment Bank 1994 - 2006
Skills
Graphic Design, Sketching, Layout, Illustrator, Logo Design, Microsoft Word, PowerPoint
Education
School of Visual Arts 1989 — 1993
Bachelor of Fine Arts (B.F.A.), Illustration
North Bergen High School 1985 — 1989
High School
Martin Midstream Partners L.P. February 2014 - Present
UBS Investment Bank November 2011 - January 2014
Benchmark Bank April 2007 - November 2011
Education
Southern Methodist University - Cox School of Business 2009 — 2011
MBA
The University of Texas at Austin 2002 — 2006
Winston Partners October 2007 - Present
Ridgefield Capital Asset Management 2006 - 2007
UBS Investment Bank June 2000 - June 2004
Hewitt Associates 1998 - 1999
Education
The University of Connecticut School of Business 2003 — 2006
MBA, Finance
Siena College 1994 — 1998
B.S., Finance/Accounting
The Judge Group June 2010 - Present
Gartner November 2006 - June 2010
UBS Investment Bank 2006 - 2006
Edward Jones 2004 - 2006
L & T 2002 - 2006
Kotak Mahindra (UK) Ltd. 2002 - May 2004
Skills
SDLC, Java Enterprise Edition
Education
University of Connecticut 2007 — 2010
MBA, Tech/Finance
Shivaji University
Bachelor, Computer Science and Engg.
PlainsCapital Corporation, A Hilltop Holdings Company (NYSE: HTH) January 2011 - Present
Vallendar Capital 2009 - January 2011
UBS Investment Bank August 2007 - March 2009
U.S. Senate January 2003 - March 2005
Skills
Private Equity, Financial Modeling, Valuation, Alternative Investments, Venture Capital, Debt, Investment Banking, Corporate Finance, Capital Markets, Equities, Bloomberg, Due Diligence, Business Valuation, Emerging Markets, M&A experience, Financial Analysis, Mergers, Financial Structuring, Investments, Securities, LBO, Mergers & Acquisitions, Structured Finance, Hedge Funds, Fixed Income, Leveraged Finance, Asset Management, Investor Relations
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA, Finance
Vanderbilt University 1998 — 2002
BA, HOD and Political Science
Episcopal School of Dallas 1990 — 1998
JPMorgan Chase & Co. February 2015 - Present
UBS Investment Bank October 2010 - February 2015
UBS Investment Bank July 2008 - October 2010
UBS Investment Bank June 2005 - July 2008
MML Investors Services, Inc. February 2004 - May 2005
Skills
Derivatives, Middle Office, Prime Brokerage, Investment Banking, Commodity, Valuation, Commodity Markets, Trading, Equities, Options, Back Office, Fixed Income, Trading Systems, Swaps, Financial Modeling
Education
Springfield College 1999 — 2003
BS, Communications/Sports Journalism
UBS Investment Bank August 1998 - Present
ubs investment bank March 1998 - March 2011
Education
Skidmore College 1990 — 1994
Crédit Agricole CIB August 2014 - Present
RBC March 2013 - July 2014
UBS Investment Bank April 2010 - November 2012
DB 2004 - 2010
Deutsche Bank 2004 - 2010
RBS Greenwich Capital 2001 - 2004
Prudential Securities 1994 - 1999
NatWest 1989 - 1994
Skills
Capital Markets, Trading, Bloomberg, Bonds, Derivatives, E-commerce, Electronic Trading, Fixed Income, Portfolio Management, Rates, Sales, Alternative Investments, Financial Markets, Options, Structured Products, Investment Banking, Investments, Hedge Funds, Trading Systems, Treasury
Education
Siena College 1978 — 1984
B.A., Sociology
Macy's February 2010 - Present
Zurich North America June 2008 - January 2010
UBS Investment Bank October 2006 - May 2008
Hewlett-Packard June 2001 - September 2006
Alcatel-Lucent June 1997 - May 2001
Wipro June 1993 - May 1997
Skills
SDLC, SOA, Requirements Analysis, ITIL, Pre-sales, Enterprise Architecture, Unix, Software Project..., Mainframe
Education
Southern Polytechnic State University
Information Technology
The Government Institute of Electronics
Industrial Electronics and Instrumentation Engineering
Dudack Research Group a division of Wellington Shields & Co. LLC March 2011 - Present
Dudack Research Group a division of Midwood Securities Inc. November 2006 - March 2011
SunGard Data Systems 2001 - 2006
UBS Investment Bank 1989 - 2000
SG Warburg 1987 - 1993
Skills
Series 7, Equities, Hedge Funds, Equity Research, Portfolio Management, Asset Managment, Fixed Income, Bloomberg, Capital Markets, Series 63, Alternative Investments, Securities, Derivatives, Commodity, Asset Management, Trading, Valuation, Investments, Options, FINRA, Equity Trading, Asset Allocation, Investment Strategies, ETFs, Financial Markets, Professional Mentoring, Bonds, Investment Management, Investment Advisory, Emerging Markets, Mutual Funds, Non-profit Board..., Capital Markets Analysis
Education
Skidmore College 1967 — 1970
BA, Economics
Citi September 2013 - Present
Credit Suisse July 2012 - August 2013
NYSE Euronext May 2011 - June 2012
JPMorgan Chase June 2010 - March 2011
State Street January 2008 - May 2010
UBS Investment Bank September 2007 - October 2007
Skills
Equities, Business Analysis, SDLC, Trading, Requirements Analysis, Business Requirements, User Acceptance Testing, Business Process..., Vendor Management, Data Analysis, SQL, Project Management, Business Intelligence
Education
New York Institute of Technology, Manhattan 2005 — 2006
MBA, Finance
Sardar Patel University 2001 — 2004
BBA, Finance/HR
Baroda High School 1990 — 2000
High School Grad, Physical Sciences
UBS Investment Bank June 2012 - May 2014
JPMORGAN November 2006 - June 2012
IFDS June 2003 - September 2006
JPMorgan Chase 1995 - 2003
Skills
Securities, Asset Management, Change Management, Process Improvement, Project Management, Manage Client..., Operations Management, Strategic Planning, Offshore Outsourcing, Offshore Operations, Smart-shore, Direct Expense Reduction, Large Budget Management, Complaince, Regulatory Guidelines, Treasury Services, Mutual Funds, Service Delivery, Metrics, Analysis, Workflow Tools, Distributed Operating..., Controls, Risk Management, Cross-functional Team..., Global Operations, Cross functional..., Error Mitigation, Product Launch
Education
Smith College
Bachelor of Arts, Government
UBS Investment Bank December 2011 - Present
JPMorgan Chase September 1997 - November 2011
Skills
Structured Finance, Valuation, Corporate Finance, Investment Banking, Financial Modeling, Financial Structuring, Due Diligence, Capital Markets, Credit, Banking, Risk Management, Mergers & Acquisitions
Education
Texas A&M University 1988 — 1990
MBA, Business
Southwestern University 1982 — 1986
Bachelor of Science, Chemistry
GE Capital August 2014 - Present
UBS Investment Bank April 2011 - August 2014
Royal Bank of Scotland 2009 - April 2011
GE Asset Management June 2007 - February 2009
GE Asset Management April 2005 - June 2007
People's Bank March 2004 - April 2005
People's Bank April 1998 - March 2004
Skills
Credit Derivatives, Middle Office, Structured Products, Fixed Income, Derivatives, Investment Banking, Credit, CDS, Bloomberg, Financial Markets
Education
Southern Connecticut State University 2000 — 2003
BS, Business Administration
University of New Haven
Business Administration
UBS Investment Bank July 2010 - Present
BNP Paribas (legacy Banc of America) October 2008 - May 2010
Banc of America Securities Prime Brokerage 2003 - 2008
Education
Southern Methodist University - Cox School of Business 1998 — 2002
RBS Markets and International Banking April 2011 - Present
UBS Investment Bank December 2008 - April 2011
JP Morgan Chase April 2005 - December 2008
AXA Financial November 2004 - April 2005
Citigroup June 2003 - August 2004
Morgan Stanley Dean Witter June 2003 - August 2004
JP Morgan Chase June 2002 - June 2003
Greenwich Technology Partners February 1999 - July 2002
Salomon Smith Barney September 1997 - February 1999
Lehman Brothers August 1996 - August 1997
Skills
Fixed Income, Disaster Recovery, Integration, Data Center, Outsourcing, Vendor Management, IT Strategy, ITIL, Program Management, Data Privacy, PMO, Strategy, Investment Banking, Virtualization, Business Case, Financial Analysis, Market Data, Options, Infrastructure, Information Security..., Information Security, Information Security..., Information Technology, Project Management, Project Portfolio..., Project Finance, Mergers & Acquisitions, Management Consulting, Strategic Consulting
Education
Siena College 1984 — 1988
BS, Marketing
Thomson Reuters March 2014 - Present
Thomson Reuters September 2011 - Present
AboveNet March 2009 - April 2011
UBS Investment Bank January 2009 - March 2009
GE Capital October 2007 - July 2008
Education
Schiller International University 2006 — 2007
MBA, International Business
University of Wisconsin-Madison 2002 — 2006
B.S., Political Science
JPMorgan Chase & Co. August 2015 - Present
The Mahood Family March 2013 - July 2015
Hunter Mountain Ski Bowl, Inc. November 2014 - April 2015
Hunter Mountain Ski Bowl, Inc. November 2013 - April 2014
UBS Investment Bank January 2010 - March 2013
UBS Investment Bank March 1994 - January 2010
Lebenthal & Company February 1993 - March 1994
Paine Webber April 1990 - February 1993
Prudential Bache Securities March 1989 - April 1990
Skills
Fixed Income, Capital Markets, Derivatives, Hedge Funds, Bloomberg, Equities, Series 7, Bonds, Electronic Trading, Trading Systems, Trading, Series 63, Pension Funds, Manage Client..., Client Liaison, Sales Operations, Electronic Trading..., Credit Derivatives, Middle Office, Straight Through..., Trace, CDS, Settlement, Financial Services, Emerging Markets, Risk Management, FINRA, Compliance, Rates, Structured Products, Dodd-Frank, Prime Brokerage, ABS, Securities, Credit, MBS, Market Data, Bloomberg Terminal, Hedging, Corporate Actions, Interest Rates, Investment Banking, Investments, Management, Financial Markets
Education
Southern New Hampshire University
Suffolk University March 2014 - Present
Suffolk University September 2012 - Present
State Street December 2007 - Present
Department of Revenue in Boston June 2010 - September 2010
Fidelity Investments January 2007 - July 2007
UBS Investment Bank September 2006 - December 2006
Skills
Eviews, SAS, Stata, Crystal Ball, Microsoft Word, Microsoft Excel, Microsoft Office, Bloomberg Terminal, Econometrics, Data Analysis, Quantitative Analytics, Statistics, Macroeconomics, Economic Modeling, Time Series Analysis, Statistical Modeling, Forecasting, Regression Analysis, Fixed Income, International Economics, Economics, Valuation, Finance, Economic Research, Bloomberg, International Finance, R, Derivatives, Microeconomics, Quantitative Research, Investment Strategies, Asset Allocation, SAS programming, Statistical Data..., Econometric Modeling, Asset Management, Vlookup, Pricing Analysis
Education
Suffolk University 2012 — 2016
PhD, Economics
Suffolk University 2009 — 2012
Master of Science (M.S.), Economics
Southern New Hampshire University 2005 — 2006
Bachelor of Science (B.S.), Economics and Finance
Goldman Sachs December 2008 - Present
Goldman Sachs August 2005 - Present
UBS Investment Bank March 2003 - October 2005
TIAA-CREF May 2000 - February 2003
Arkin Systems 1998 - 2000
Skills
SDLC, Agile Methodologies, Derivatives, Fixed Income, Investment Banking, Equities, Capital Markets, Unix, Business Analysis, Risk Management, Sybase, Requirements Gathering, User Acceptance Testing, Trading, SQL, Requirements Analysis
Education
Shanmugha Arts, Science, Technology and Research Academy 1995 — 1998
Seshasayee Institute of Technology 1992 — 1995
Diploma In Computer Technology, Computer
Bank of America Merrill Lynch March 2010 - October 2012
BlackRock September 2008 - March 2009
UBS Investment Bank April 2004 - May 2008
lehman brothers 1997 - 2004
Skills
Capital Markets, Fixed Income, Portfolio Management, Hedge Funds, Derivatives, Credit Derivatives, Asset Managment, Team Mentoring, Teacher Training, Barclays Point, Fixed Income Portfolio..., Institutional Portfolio..., BlackRock Aladdin, Valuation, Asset Management, Investment Banking, Financial Risk, CDS, MBS, Hedging, ALM, ABS, Interest Rate Swaps, Credit Analysis, Structured Products, CDO, Portfolio Optimization, Interest Rate..., Market Risk, FX Options, Leveraged Finance, Bloomberg, Credit, Options, Swaps, Equity Derivatives
Education
Seton Hall University
Bachelor of Science (B.S.), Finance, General
The George Washington University - School of Business
MBA, International Finance
Neuberger Berman November 2014 - Present
Platinum Grove Asset Management 2009 - April 2014
Platinum Grove Asset Management 2007 - 2009
UBS Investment Bank June 2004 - July 2007
Aon Hewitt 1999 - 2004
Skills
Equities, Hedge Funds, Trading, Bloomberg, Project Management, Financial Modeling, Options, Alternative Investments, Swaps, Derivatives, Leadership, Fixed Income, Valuation, Equity Derivatives
Education
The University of Connecticut School of Business 2002 — 2006
MBA, Finance
Siena College 1995 — 1999
Bachelor of Science (BS), Finance
Macquarie Group August 2010 - Present
UBS Investment Bank October 2008 - September 2010
US Trust August 2006 - August 2008
Jones Apparel Group August 2003 - August 2006
Anne Klein 2001 - 2003
Morgan Stanley 1999 - 2001
Education
Seton Hall University 1995 — 1999
Bachelors, MIS
Los Alamos National Laboratory July 2009 - Present
Sangre de Cristo Community Health Partnership September 2008 - July 2009
Prediction Company April 2000 - November 2008
UBS Investment Bank 2000 - June 2008
Prediction Company 2000 - 2008
Skills
Software Development, C++, Linux, Perl, Java, Agile Methodologies, Python, Databases, Trading Systems, Programming, Market Data, XML, C, Sybase, Unix, Disaster Recovery, Shell Scripting, Solaris, Electronic Trading, Windows, TCP/IP, Operating Systems, Integration, Database Design, Software Design, Software Engineering, Unix Shell Scripting, Subversion, Algorithms, SQL, Distributed Systems, Machine Learning, MySQL, Apache, Computer Science, Oracle, Software Project..., Testing, System Architecture, Bash, R, Visual Studio
Education
Santa Fe University of Art and Design 2004 — 2005
Master in Business Administration, Finance
Santa Fe University of Art and Design 2000 — 2004
Bachelors in Computer Science, Computer Science
Health Fitness Corporation October 2012 - Present
OptumHealth Financial (United HealthCare) February 2012 - October 2012
Impact Health February 2010 - December 2011
Marketing Werks March 2009 - March 2010
UBS Investment Bank August 2007 - August 2008
Khraftwerx Music May 2005 - June 2008
Jive Records/ Zomba Label Group February 2004 - May 2004
A Better Chance May 2002 - June 2003
Skills
Event Planning, Public Speaking, Community Outreach, Non-profits, PowerPoint, Microsoft Office, Fundraising, Microsoft Excel, Editing, Event Management, Public Relations, Microsoft Word, Employee Wellness, Public Health, Wellness Coaching, Health Education, Nonprofits, Management, Healthcare
Education
Spelman College 2004 — 2007
BA, International Studies
University of London
School, Oriental and African Studies
UBS Investment Bank March 2015 - Present
Cognizant October 2007 - March 2015
Skills
Equity Research, Financial Modeling, Valuation, Investment Banking, Equities, Capital Markets, Bloomberg, Financial Analysis, Equity Valuation, Portfolio Management, Business Analysis, Market Research, Investments, DCF
Education
CFA Institute 2006 — 2009
CFA, Finance
Shri Ram College of Commerce 2003 — 2006
B.Com(H), Commerce
HSBC Commercial Banking December 2014 - Present
Business Development Bank of Canada February 2012 - June 2014
Business Development Bank of Canada April 2009 - February 2012
Business Development Bank of Canada June 2006 - April 2009
UBS Investment Bank September 2004 - June 2006
Skills
Banking, Financial Analysis, Corporate Finance, Business Strategy, Management Consulting, Risk Management, Credit, Portfolio Management, Loans, Commercial Banking, Commercial Lending, Finance, Financial Modeling, Financial Risk, Relationship Management
Education
Simon Fraser University 2003 — 2004
Masters Degree, Business Administration
Simon Fraser University 1999 — 2002
Bachelors Degree, Business Administration
Cognizant Technology Solutions December 2013 - Present
Citi December 2013 - Present
Infosys May 2011 - December 2013
UBS Investment Bank May 2011 - December 2013
Infosys April 2009 - March 2011
Infosys September 2006 - March 2009
Zuari Industries Ltd December 2005 - September 2006
LIST Softwares June 2004 - December 2005
Skills
PL/SQL, Oracle, Data Warehousing, Databases, Cognos, OLAP, SQL*Plus, SQL, SQL Tuning, GoldenGate, Toad, Unix, Unix Shell Scripting, Toad 9.0, Oracle PL/SQL..., 10gR2, 11gR2, Data Analysis, Data Profiling, Informatica developer, Informatica Analyst
Education
Shivaji University 2000 — 2003
M.C.A., Computer Science
KPMG Advisory May 2011 - Present
Self Employed April 2009 - April 2011
UBS Investment Bank 2005 - 2008
JPMorgan November 1999 - April 2005
Warburg Dillion Read January 1999 - November 1999
Merrill Lynch April 1994 - December 1998
Westpac April 1991 - April 1994
Citibank December 1989 - April 1991
Prudential Bache Securities October 1983 - December 1989
Skills
Structured Finance, Derivatives, Hedge Funds, Settlement, Middle Office, Equities, FX Options, Credit Derivatives, Business Analysis, Trading, Fixed Income
Education
Spring Hill College 1980 — 1983
UBS Investment Bank July 2011 - Present
American Product Distributors, Inc. October 2009 - July 2011
American Product Distributors, Inc. March 2009 - October 2009
UBS Investment Bank June 2006 - August 2008
Education
South Carolina State University 2002 — 2006
BSC
RBC Capital Markets April 2013 - Present
RBC Capital Markets April 2013 - Present
RBC Capital Markets April 2013 - Present
Banc of America Securities September 2008 - March 2013
UBS Investment Bank July 2004 - June 2008
Morgan Stanley October 2003 - May 2004
Skills
Fixed Income, Financial Modeling, Investment Banking, Derivatives, Series 7, Series 63, Bonds, Due Diligence, Banking, Finance, Project Finance, FINRA
Education
Skidmore College
First Data Corporation 2015 - Present
J.P. Morgan March 2011 - August 2015
UBS Investment Bank August 2005 - March 2011
Goldman Sachs 2003 - 2005
Citigroup 2001 - 2003
Deustche Bank July 2000 - August 2001
Skills
SDLC, Agile Methodologies, SOA, Sybase, Trading Systems, Enterprise Architecture, Business Analysis, Program Delivery..., Java, Operation Risk..., Big Data Analytics, Big Data, Hadoop, Private Cloud, Apache Spark, Tableau, QlikView, Cognos
Education
Sri Venkateswara University 1996 — 1998
Masters, Computer Science, A+
UBS Investment Bank May 2000 - Present
Education
Southern Methodist University 1996 — 1999
BBA Finance BA Economics
Murex North America October 2013 - Present
TIAA-CREF July 2012 - August 2013
UBS Investment Bank October 2011 - June 2012
SAC Capital 2007 - 2011
Skills
FX Options, Fixed Income, MXML, Trading Systems, Credit Derivatives, Market Risk, Sybase, Interest Rate..., Derivatives, Trading, Capital Markets, Integration, Calypso, Equity Derivatives, Options, Back Office
Education
Sri Venkateswara University 1995 — 1999
BTech, Computer Science
Pendekanti Public School
BNP Paribas March 2014 - Present
Thomson Reuters May 2013 - Present
Jefferies Group April 2009 - May 2012
Jefferies Group April 2009 - April 2012
Jefferies Group 2009 - April 2012
UBS Investment Bank March 2002 - March 2009
UBS Investment Bank March 2002 - March 2009
UBS Investment Bank 2002 - 2009
Capital Institutional Services, Inc January 1988 - January 2002
Capital Institutional Services, Inc January 1988 - January 2002
Skills
Series 7, Trading Systems, Hedge Funds, Equities, Trading, Asset Allocation, Bloomberg, Asset Management, Capital Markets, Derivatives, Electronic Trading, Financial Markets, Financial Services, Fixed Income, Investment Banking
Education
Southern Methodist University 1981 — 1985
BBA, Business
Southern Methodist University 1981 — 1985
BBA, Marketing and Finance
UBS Investment Bank 2001 - Present
Skills
Capital Markets, Investment Banking, Social Media
Education
Skidmore College 1978 — 1982
BA, French/English
College Beau Soliel
Latin School of Chicago
UBS Investment Bank October 2014 - Present
Comerica Bank October 2012 - September 2014
Comerica Bank January 2011 - September 2012
Harper Orthodontics June 2009 - May 2010
Smartphish January 2009 - May 2009
Skills
Financial Analysis, Credit Analysis, Financial Modeling, Valuation, Asset Management, Banking, Bloomberg, Capital Markets, Commercial Banking, Commercial Lending, Corporate Finance, Credit, Credit Risk, Due Diligence, Finance, Investments, Loans, Portfolio Management, Risk Management, Underwriting, Investment Banking
Education
Southern Methodist University
Southern Methodist University - Cox School of Business
Finance, International Studies
UBS Investment Bank March 2009 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, English, Windows, Outlook
Education
Southern Connecticut State University
Bachelor of Arts (B.A.), Economics
Crocs, Inc July 2013 - Present
GripeO January 2013 - Present
DigitalGlobe February 2011 - June 2013
Canon USA May 2008 - September 2010
Evercore Partners December 2006 - May 2008
UBS Investment Bank July 2004 - September 2005
Skills
Financial Modeling, Financial Analysis, Investments, Strategic Financial..., Due Diligence, Finance, Financial Reporting, Accounting, Risk Management, Analysis, Access, Auditing, Strategic Planning, Microsoft Excel, Data Analysis, Business Analysis, Budgets, Business Development, Entrepreneurship, Credit
Education
University of Buckingham 2006 — 2007
MBA, Finance
Siena College 2000 — 2004
BS, Economics
Miu Miu May 2011 - Present
www.verdeamarelo.net August 2006 - August 2009
UBS Investment Bank September 2007 - February 2009
Banco Pactual March 2006 - September 2007
Johnson & Johnson January 2002 - March 2006
Skills
Customer Service, Data Entry, Investments, Fashion, Social Media, Sales, Retail, Event Management, Microsoft Word, Teamwork, PowerPoint, Team Building, Inventory Management, Microsoft Excel, Team Leadership, Microsoft Office, Merchandising, Management
Education
School of Visual Arts
Film, Photography
JPMorgan Chase November 2013 - Present
Jefferies & Company March 2010 - November 2013
UBS Investment Bank June 2006 - February 2010
First Albany Capital 1999 - 2006
Skills
Fixed Income, Series 7, Securities, Capital Markets, Investment Banking, Derivatives, Bloomberg, Series 63, Bonds, Trading, Financial Markets, Series 53, Series 24, Series 52, Series 79, Municipal Bonds, Public Finance, Compliance, Emerging Markets, Securities Regulation
Education
Siena College
Bachelor of Science (BS), Finance, General
Nomura Securities August 2009 - Present
UBS Investment Bank November 1993 - December 2008
Skills
Fixed Income, Derivatives, Capital Markets, MBS, Residential Mortgages, Structured Products, Hedge Funds, ABS, Structured Finance, Securities, Bloomberg, Securitization, Bonds
Education
Springfield College 1988 — 1992
BS, Business Management
keith zelenika November 1995 - Present
Susquehanna International Group, LLP (SIG) 2000 - 2003
UBS Investment Bank October 1989 - March 2000
swiss bank 1989 - 2000
Education
Mt.Carmel
Mt.Carmel
Mt.Carmel
Southern Illinois University, Carbondale
Bank of America Merrill Lynch May 2014 - Present
UBS Investment Bank March 2011 - May 2014
Sapient June 2004 - March 2011
Dow Jones 2010 - 2010
Skills
Spring, Java Enterprise Edition, Core Java, Hibernate, .NET, Struts, Requirements Analysis, Oracle, Spring Framework, Web Services, SOA, Agile Methodologies, PL/SQL, XML, Software Project..., JSP, SDLC, SQL, Design Patterns
Education
Shivaji University 1999 — 2003
BS, Computer Science and Engineering
UBS Investment Bank March 2015 - Present
BMO Capital Markets November 2012 - March 2015
Northwestern Mutual May 2010 - December 2012
Skills
Wealth Accumulation, Disability Insurance, Retirement Planning, Investments, Strategic Financial..., Financial Analysis, Long Term Care Insurance, Securities, Insurance, Life Insurance, Series 6, Finance, Series 63
Education
Spring Hill College 2006 — 2010
Bachelor of Business Administration (B.B.A.), Marketing/Management, General
St. Thomas High School 2002 — 2006
UBS Investment Bank January 2014 - June 2014
UBS Investment Bank July 2011 - December 2013
UBS Investment Bank November 2010 - February 2011
Lazard May 2010 - August 2010
Skills
Bloomberg Terminal, Factset, VBA, Corporate Finance, Investment Banking, Equities, Financial Modeling, Mergers & Acquisitions, Valuation, Portfolio Management, Financial Analysis, Bloomberg, Capital Markets, Business Valuation, Analysis, Due Diligence, Microsoft Excel
Education
Singapore Management University 2007 — 2010
Bachelor of Business Management, Finance, 3.7
Santander Investment Securities Inc July 1998 - Present
UBS Investment Bank January 1988 - June 1998
Skills
Bloomberg Trade Order..., Murex, Kondor, Market Axess, Omgeo Oasys, Bloomberg, Fixed Income, Swaps, Credit Derivatives, Kondor+, CDS, FX Options, Interest Rate Swaps, Capital Markets, Derivatives, Interest Rate...
Education
Skidmore College
CALIFORNIA SENATE COST CONTROL September 2011 - May 2012
UBS Investment Bank June 2011 - August 2011
NATIONAL BANK FINANCIAL GROUP January 2009 - August 2010
NICOLA WEALTH MANAGEMENT LTD September 2006 - December 2008
TD Canada Trust April 2005 - September 2006
Education
UCLA ANDERSON SCHOOL OF MANAGEMENT 2010 — 2012
M.B.A, Finance, 3.8
Simon Fraser University
B.B.A, Finance and Accounting; Finance
Noble Americas Corp July 2008 - March 2011
UBS Investment Bank September 2006 - May 2008
GE COMMERCIAL AVIATION SERVICES January 2004 - July 2006
Transamerica Leasing (Acquired by GE Aviation Services) November 2000 - January 2003
Messina, Ceci, Archer & Company January 1998 - October 2000
Skills
US GAAP, Budgeting, Corporate Finance, Account Management, Financial Systems..., Financial Planning, Financial Analysis, Financial Reporting, Financial Modeling, Supervisory Experience, Commodities, Problem Solving, SAP, Oracle, Organizing, Vendor Management, SOX, Investment Banking, Team Motivator, Visionary, Account Reconciliation, Month End Close, CPA, Corporate Communications, Business Process..., Collaborative, Accounts Payable, Accounts Receivable, Billing Systems, Teamwork, Troubleshooting, Change Leadership, PeopleSoft, Hyperion Enterprise, Microsoft Office, General Ledger, Accounting, Goal Oriented, Self Starter, Highly Adaptable, Diversified, Team Leadership, Innovative Thinking, Innovative Problem..., Insightful, Efficiency Improvement, Organizational..., Quickbooks, Creative Problem Solving, Variance Analysis
Education
Siena College
BBS, Accounting
Independent Consultant (self employed) 2014 - Present
UBS Investment Bank 1999 - 2013
Merrill Lynch May 1993 - September 1999
SunBank Capital Management August 1988 - May 1993
Skills
Investment Banking, Institutional Sales, Equities, Fixed Income, Capital Markets, Derivatives, Presentations to “C”..., Solutions Selling,..., Logistics Management, Retail{non-financial}...
Education
Siena College 1979 — 1981
BS - Finance, Finance and Financial Management Services
Fulton-Montgomery CC 1977 — 1979
Associates Business Administration, Finance, General
Caiman Energy II, LLC May 2014 - Present
International Anti-Poaching Foundation October 2013 - Present
Evercore Partners October 2010 - March 2014
UBS Investment Bank December 2004 - June 2010
Vinson & Elkins LLP September 1998 - December 2004
Skills
Licensed to practice..., Mergers & Acquisitions, M&A experience, IPO, Divestitures, Financial Analysis, Securities, Acquisitions, Joint Ventures, Series 7, Business Strategy, Securities Regulation, Corporate Governance, Corporate Law, Finance
Education
Southern Methodist University Dedman School of Law
JD, Banking, Corporate, Finance, and Securities Law
The University of Texas at Austin
Bachelor of Arts (B.A.), History and Government
UBS Investment Bank 2000 - Present
Education
Southern Connecticut State University
Business Administration and Management, General
UBS Wealth Management July 2013 - Present
UBS Investment Bank 2004 - July 2013
Prudential Financial Inc. 1999 - 2004
Skills
Capital Markets, Fixed Income, Series 24, Series 7, Series 63, Trading, Bloomberg, Bonds, FINRA, Financial Risk, Portfolio Management, Securities
Education
Seton Hall University 1993 — 1997
BA, Finance
Nomura Securities March 2014 - Present
Commonwealth Bank July 2013 - February 2014
UBS Investment Bank 2007 - 2013
Skills
Investment Banking, Fixed Income, Equities, Derivatives, Capital Markets, Valuation, Bloomberg, Hedge Funds, Private Equity, Financial Markets, Structured Products, Equity Derivatives, Equity Research, Trading, Emerging Markets, Trading Systems, Bonds, Money Market
Education
Southern Connecticut State University 2001 — 2005
Bachelor of Arts (B.A.), Economics
UBS Investment Bank March 2012 - Present
UBS Investment Bank August 2009 - March 2012
UBS Investment Bank March 2006 - August 2009
Lenovo 2005 - 2006
Skills
Financial Accounting, Credit Derivatives, Regulatory Requirements, Regulatory Filings, Equities, Microsoft Excel, Product Control, Financial Modeling, Derivatives, Finance
Education
Siena College
Bachelor of Business Administration (BBA), Accounting