UBS Investment Bank

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UBS Investment Bank Employees

Employee
Years
Job
Industry
Sachin Brahme, PMP, CSM Sachin Brahme, PMP, CSM Sacramento, California Area Details
Sachin Brahme, PMP, CSM's UBS Investment Bank Experience May 2001 - March 2007
Job Experienced Technology Manager
Industry Computer Software
Experience
Xerox  January 2015 - Present
Sacramento Sustainability Forum 2.0   June 2014 - Present
Xerox  June 2013 - Present
The Doctors Company  September 2008 - May 2013
Social Interest Solutions  January 2008 - July 2008
Stanford Hospital & Clinics  May 2000 - January 2008
Medem Inc  April 2007 - September 2007
UBS Investment Bank   May 2001 - March 2007
Lufthansa Cargo  May 2000 - May 2001
DesignTech Systems Ltd   May 1999 - May 2000

Skills
SDLC, Quality Assurance, Pre-sales, IT Service Management, Release Management, Systems Analysis, Market Research, ITIL, Business Analysis, Requirements Analysis, Incident Management, Testing, Configuration Management, Requirements Gathering, Marketing Strategy, Service Management, User Acceptance Testing, Competitive Analysis, PMP, Service Improvement, Agile, Consultancy, IT Governance, IT Operations, Business Requirements, PMO, Product Development, Software Project..., IT Strategy, Test Automation, Production Support, Market Analysis, Test Cases, Strategic Planning, Software Configuration..., Market Planning, CMDB, IT Outsourcing, Marketing Research, Agile Methodologies, Technology Pre-Sales, Release Engineering, Perl Script, C# 4.0, StarTeam, ClearCase, Software Audits, Software Deployment, Software Development, Linux

Education
Scrum Alliance   2014 — 2014
Certified Scrum Master

University of Pune   1994 — 1998
B.E., Computer Engineering

Stanford University

warren woo warren woo Greater Los Angeles Area Details
warren woo's UBS Investment Bank Experience January 2000 - March 2006
Job Founding Partner at Breakaway Capital Partners Partners Fund, LP
Industry Investment Management
Experience
Breakaway Capital Partners Fund, LP   April 2014 - Present
Nashville Predators Hockey Club   2007 - Present
Breakaway Capital   March 2006 - Present
Monroe Capital Partners Fund   March 2011 - November 2014
Moelis & Company  April 2007 - April 2008
UBS Investment Bank   January 2000 - March 2006
Donaldson, Lufkin & Jenrette   March 1990 - January 2000
Drexel Burnham Lambert  August 1986 - February 1990

Education
Stanford University Graduate School of Business   1984 — 1986
Master of Business Administration (MBA), Finance, General

UCLA   1978 — 1982
Bachelor of Arts (BA), magna cum laude, Economics

Robert Immella, PMP Robert Immella, PMP New York, New York Details
Robert Immella, PMP's UBS Investment Bank Experience July 2006 - January 2008
Job IT Infrastructure Manager at Cain Brothers & Company, LLC
Industry Investment Banking
Experience
Cain Brothers & Company, LLC   June 2014 - Present
Savills LLC   January 2008 - May 2014
UBS Investment Bank   July 2006 - January 2008
Compass Advisers, L.L.P.   July 2002 - June 2006
Credit Suisse First Boston  1999 - 2002
Donaldson, Lufkin & Jenrette   1996 - 2000
Donaldson, Lufkin & Jenrette   1996 - 1999

Skills
Microsoft Office, XP, Windows, Active Directory, VMware, Investment Banking, Excel, Problem Solving, IT Management, MIS, IT Strategy, Windows Server 2003, Servers, Windows Server, DNS, Virtualization, Mobile Devices, Mobile Device Management, Windows Mobile Devices, Vendor Management, Vendor Relationships, Data Center, Microsoft Excel, Disaster Recovery, Information Technology, Project Management, Networking, Technical Support, Infrastructure, Management, Business Continuity, Citrix, SharePoint, System Administration, Leadership, VMware Infrastructure, Mergers & Acquisitions, IT Service Management, Windows XP, Microsoft Technologies, Cloud Computing, VMware ESX, ITIL, PMP, Blackberry Enterprise..., Security, Troubleshooting, Microsoft Exchange, Windows 7, System Deployment

Education
St. Francis College   1994 — 1998
BS, Mathematics, 3.7 GPA

Technical Institute of America   2014 — 2014
MCSA - Microsoft Certified Systems Administrator, Information Technology

Technical Institute of America   2013 — 2013
Project Managment Professional (PMP), Project Management

Titlist Performance Institute   2009 — 2009
Golf Fitness Instructor Level 1, Physical Fitness Technician, Certified

World Instructor Training Schools   2008 — 2008
Personal Fitness Trainer, Physical Fitness Technician, Certified

Brendan McTague Brendan McTague Greater New York City Area Details
Brendan McTague's UBS Investment Bank Experience 1996 - 2006
Job
Industry Information Technology and Services
Experience
Morgan Stanley  October 2012 - Present
RBS Citizens Group  September 2011 - October 2012
RBC Capital Markets  April 2008 - September 2011
American Express  April 2006 - April 2008
UBS Investment Bank   1996 - 2006
Perot Systems  November 2000 - January 2005
Perot Systems  June 1996 - December 1999
Pencom  August 1995 - June 1996
Michigan State University  July 1993 - August 1995

Skills
Vendor Management, IT Strategy, Enterprise Architecture

Education
Stanford Graduate School of Business   2003 — 2003
Stanford Executive Program (SEP)

Temple University   1987 — 1992
Bachelors in Computer Science

US Naval Reserve , Atlantic Intelligence Command   1987 — 1988

Hatboro Horsham   1983 — 1986

Ashley M. Stephens, MBA Ashley M. Stephens, MBA Greater New York City Area Details
Ashley M. Stephens, MBA's UBS Investment Bank Experience August 2012 - August 2013
Job Financial Services Professional
Industry Financial Services
Experience
KeyBank  July 2014 - Present
Morgan Stanley  February 2014 - July 2014
UBS Investment Bank   August 2012 - August 2013
Course Hero, Inc.   November 2011 - May 2012
Mary Ching Shanghai   May 2011 - July 2011
Bird Library, Syracuse University   September 2008 - May 2011
Bronx County District Attorney Office  June 2009 - August 2009

Skills
Financial Analysis, Consulting, Operational Cost..., Quantitative Research, Management, Program Management, Process Improvement, Marketing, Microsoft Excel, Accounting, Budgets, PowerPoint, Social Media, Finance, Data Analysis, Analysis

Education
Syracuse University - Martin J. Whitman School of Management   2008 — 2012
Bachelor of Science, Finance

St. Mary’s University College, Twickerham   2012 — 2013
Master of Business Administration (MBA), International Business

Syracuse University   2008 — 2012

Daniel Goodman Daniel Goodman Houston, Texas Details
Daniel Goodman's UBS Investment Bank Experience August 2005 - June 2007
Job Partner at Carnelian Energy Capital
Industry Venture Capital & Private Equity
Experience
Carnelian Energy Capital   May 2015 - Present
Stanford University Petroleum Investment Committee   July 2011 - Present
NGP Energy Capital Management  November 2013 - February 2015
NGP Energy Capital Management  June 2011 - November 2013
NGP Energy Capital Management  July 2007 - June 2009
UBS Investment Bank   August 2005 - June 2007

Education
Stanford University Graduate School of Business   2009 — 2011
MBA

The University of Texas at Austin - Red McCombs School of Business   2000 — 2004
BBA, Finance, Business Honors Program

Evelyn C Dominguez Evelyn C Dominguez Greater New York City Area Details
Evelyn C Dominguez's UBS Investment Bank Experience January 2006 - April 2006
Job Associate Paid Search Manager at MediaCom
Industry Marketing and Advertising
Experience
MediaCom  September 2011 - August 2013
Resolution Media  April 2010 - August 2010
Portakrono d.o.o   January 2009 - April 2010
Ambassador Internet Promotions  June 2007 - August 2008
IMC2  April 2006 - May 2007
UBS Investment Bank   January 2006 - April 2006
Morgan Stanley  November 2005 - January 2006

Skills
Google Adwords, Yahoo Search Marketing, MSN AdCenter, PPC, SEM, Search, Email Marketing, Marin Certified, Digital Marketing, Online Advertising, Digital Media, Interactive Marketing, Online Marketing, Social Media Marketing, Search Advertising, Google Analytics, Social Media

Education
St. Thomas University   1999 — 2003
Bachelor of Arts, Computer Information Systems

David Bogard David Bogard New York, New York Details
David Bogard's UBS Investment Bank Experience August 2009 - August 2010
Job Manager at McLagan
Industry Management Consulting
Experience
McLagan  March 2015 - Present
McLagan  January 2014 - March 2015
Morgan Stanley  February 2012 - January 2014
Credit Suisse  November 2011 - December 2011
UBS Investment Bank   August 2009 - August 2010

Skills
Portfolio Management, Accounting, Commercial Banking, Financial Analysis, Financial Modeling, Investment Banking, Financial Services, Equities, Banking, Corporate Finance

Education
St. Mary's College   2009 — 2011
MBA, International Business

Naresuan University   2010 — 2011
MBA, International Business

Creighton University   2006 — 2010
BSBA, Finance and Management

Calvin Scott Jr., MBA Calvin Scott Jr., MBA Greater Los Angeles Area Details
Calvin Scott Jr., MBA's UBS Investment Bank Experience August 2013 - September 2014
Job
Industry Media Production
Experience
OLN, Inc.   March 2015 - Present
R.I.S.K., LLC   February 2012 - Present
Black Diamond Productions   January 2011 - Present
UBS Investment Bank   August 2013 - September 2014
University of Tennessee - Office of Diversity Initiatives   January 2011 - July 2013
Big Brothers Big Sisters  January 2010 - July 2013
WUTK 90.3 The Rock   August 2010 - May 2013
Circuit City  February 2008 - June 2008

Skills
Microsoft Office, Underwriting, Writing, Fundraising, Stocks, Event Planning, Public Speaking, Excel, Social Media, SPSS, Pc Software, Mac OS, Smartphones, Photography, PowerPoint, Leadership Development, Advertising, Promotions, Mac OS X, Video Production, Video Editing, Recording, Coaching, Teaching/mentoring, Social Networking, Project Management, Interpersonal..., Final Cut Pro, Market Research, Strategic Planning, Recruiting, Motivated self-starter, Diligent, Entrepreneurship, Facebook, Sponsorship, Research, Newsletters, Microsoft Excel, Leadership, Customer Service, Marketing, Microsoft Word, Management, Public Relations, Time Management, Sales, Editing, Social Media Marketing, Teamwork

Education
St. Mary’s University, Twickenham   2013 — 2014
Master of Business Administration (M.B.A.), International Business, Merit

University of Tennessee-Knoxville   2008 — 2013
Bachelor of Arts (BA), Bachelor of Science (BS), Communication Studies, Journalism & Electronic Media, and Minor in Business Administration

Jessica Verrilli Jessica Verrilli San Francisco, California Details
Jessica Verrilli's UBS Investment Bank Experience June 2006 - September 2006
Job Investment Parter at Google Ventures
Industry Internet
Experience
Twitter  July 2014 - July 2015
Twitter  November 2011 - June 2014
Twitter  June 2011 - November 2011
Twitter  January 2010 - May 2011
Twitter  April 2009 - January 2010
Venrock  March 2008 - April 2009
Veracyte   June 2007 - March 2008
Experience Project   June 2007 - September 2007
UBS Investment Bank   June 2006 - September 2006
Advanced Digital Information Corporation  June 2004 - September 2004

Skills
Venture Capital, Corporate Development, Business Development, Start-ups, Strategy, Strategic Partnerships, Cross-functional Team..., Due Diligence, Business Planning, Entrepreneurship, Investments, Mergers & Acquisitions

Education
Stanford University   2003 — 2007
B.A., Human Biology

Seattle Preparatory School   1999 — 2003

Jessica Tsang Jessica Tsang New York, New York Details
Jessica Tsang's UBS Investment Bank Experience July 2015 - Present
Job M&A Associate at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank   July 2015 - Present
UBS Investment Bank   June 2014 - August 2014
Royal Bank of Scotland  September 2011 - August 2013
Deutsche Bank  March 2010 - March 2011
Eastar Mortgage   June 2009 - March 2010

Skills
Banking, Financial Analysis, Investment Banking, Credit Analysis, Corporate Finance, Credit Risk, Commercial Banking, Business Development, Mortgage Lending, Loans, Project Management

Education
UCLA Anderson School of Management   2013 — 2015
Masters of Business Administration, Finance

University of California, San Diego
Bachelors of Arts, International Studies-Economics

St. Mary’s University College, Twickerham   2010 — 2011
Post Graduate Certificate, International Business

Ray Jones Ray Jones Palo Alto, California Details
Ray Jones's UBS Investment Bank Experience 2007 - 2008
Job Founder and CEO, SilverYard
Industry Venture Capital & Private Equity
Experience
SilverYard   August 2015 - Present
Andreessen Horowitz  April 2013 - August 2015
MetricStream  February 2012 - April 2013
JumpStart Inc.  2010 - 2012
UBS Investment Bank   2007 - 2008
LifeSpring Health   2007 - 2007
UBS Wealth Management  2006 - 2006

Skills
Start-ups, Entrepreneurship, Business Strategy, Business Development, Investments, Leadership, Corporate Branding, Economic Development, Corporate Development, Management, Partnership-building, Salesforce.com, Enterprise Technology..., Digital Media, Music, Thought Leadership, Product Marketing, Enterprise Software, Strategy, Go-to-market Strategy, Strategic Thinking, GRC, Program Management, Partner Management, Public/private..., Sales Operations, Competitive Analysis, Marketing Strategy, Digital Marketing, Strategic Partnerships, Business Planning, Marketing, Angel Investing, Executive Management, Analysis, Finance, Venture Capital, Inside Sales, Rebranding, Mentoring

Education
Stanford University   2004 — 2007
Bachelor of Arts, Economics

The Columbus Academy   1992 — 2004
K-12

Rocco Babore Rocco Babore Greater New York City Area Details
Rocco Babore's UBS Investment Bank Experience February 2011 - November 2013
Job VP Northern Trust Hedge Fund Services
Industry Financial Services
Experience
Northern Trust Corporation  November 2013 - Present
UBS Investment Bank   February 2011 - November 2013
SAC Capital  May 2007 - February 2011
UBS Investment Bank   September 2003 - May 2007
Bernstein Investment Research and Management  2001 - 2003

Skills
Derivatives, Equities, Hedge Funds, TriOptima, Markitwire, Agile Project Management, Business Process..., MarkIt Partners, IT Operations Management, Equity Derivatives, Bloomberg, Investment Banking, Trading, Capital Markets, Middle Office, Fixed Income

Education
SUNY New Paltz   1996 — 1998
Business Administration and Management, General

Ulster Community College   1994 — 1996
Business Administration and Management, General

Alyssa Hasher Alyssa Hasher Trumbull, Connecticut Details
Alyssa Hasher's UBS Investment Bank Experience November 2010 - April 2014
Job Exceptionally organized, committed professional who problem solves efficiently and independently and finds the good in e
Industry Investment Banking
Experience
Towers Watson  January 2015 - Present
Korn Ferry  April 2014 - November 2014
UBS Investment Bank   November 2010 - April 2014
Bridgewater Associates  November 2006 - December 2009
McKinsey & Company  August 1999 - November 2006

Skills
Highly detail oriented, Self-starter, Front Office, Travel Arrangements, Administrative..., Technically Competent, Lotus Notes, Asset Managment, Concur, Office Management, Financial Services, Bloomberg, Microsoft Office, Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Investments, Travel Planning, Event Planning, SAP, PowerPoint, Spreadsheets, Calendars, Event Management, Outlook, Asset Management, Administrative..., Management

Education
State University of New York at Delhi   1987 — 1989
Associate's degree, Hotel, Motel, and Restaurant Management

Lakeland High school   1984 — 1987

Michael Nolop Michael Nolop New York, New York Details
Michael Nolop's UBS Investment Bank Experience July 2011 - November 2012
Job CDO/CLO Trader at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company  December 2012 - Present
UBS Investment Bank   July 2011 - November 2012
Stanford Graduate School of Business  2010 - 2011
Sandler O'Neill & Partners, L.P.   June 2010 - August 2010
Bloomberg LP  June 2008 - August 2008

Skills
Fixed Income, CLO, CBO, CDO, Structured Products, Credit Derivatives

Education
Stanford University   2007 — 2011
BA, Economics

Tina J. O'Keefe Tina J. O'Keefe Greater Los Angeles Area Details
Tina J. O'Keefe's UBS Investment Bank Experience September 1996 - February 2000
Job Sr. Program Manager at Yahoo!
Industry Information Technology and Services
Experience
Yahoo!  March 2005 - Present
Yahoo!  January 2004 - March 2005
Overture  July 2001 - December 2003
Computer Sciences Corporation  February 2000 - April 2001
UBS Investment Bank   September 1996 - February 2000

Skills
Operations Management, Program Management, Budgeting, Planning, Requirements Analysis, Cross-functional Team..., Customer Relations, Analysis, Vendor, Integration, Project Planning, Project Management, Management, Leadership, Vendor Management, Process Improvement, Project Portfolio..., Budgets, Business Analysis, Mergers & Acquisitions, IT Service Management, PMO, Data Center, Strategy, IT Strategy, Cloud Computing, SaaS, Agile Project Management, Business Intelligence, Mobile Devices, Scalability, Agile Methodologies, Analytics, E-commerce, CRM

Education
University of Phoenix   1997 — 1999
Bachelor of Business Administration (BBA), Business Administration, Management and Operations

Stanford University   2011 — 2012
Project Management, Project Management

Jessica (Rhodes) Thomson Jessica (Rhodes) Thomson New York, New York Details
Jessica (Rhodes) Thomson's UBS Investment Bank Experience May 2010 - Present
Job Event Marketing at UBS
Industry Financial Services
Experience
UBS Investment Bank   May 2010 - Present
Fried Frank  March 2007 - May 2010
Citigroup  August 2005 - March 2007
Brainerd Communicators  January 2004 - August 2005
Euro RSCG  2002 - 2002

Skills
Public Relations, Marketing Communications, Digital Media, Event Planning, Marketing, Bloomberg, Event Management, Marketing Strategy, PowerPoint

Education
St. Lawrence University   1999 — 2003
BA, English - Writing

Darien High School   1995 — 1999

Andy Vargas Andy Vargas San Antonio, Texas Area Details
Andy Vargas's UBS Investment Bank Experience May 2013 - August 2013
Job Associate Trading Analyst at Tesoro Corporation
Industry Oil & Energy
Experience
Tesoro  July 2014 - Present
UBS Investment Bank   May 2013 - August 2013
NuStar Energy L.P.   June 2012 - August 2012
Catto & Catto, LLP   November 2011 - February 2012
Goldman Sachs  January 2012 - January 2012

Skills
Public Speaking, Microsoft Excel, Access, PowerPoint, Data Analysis, Microsoft Office, Risk Management, Financial Risk, Financial Analysis, Financial Modeling, Corporate Finance, Futures Trading, Trading

Education
St. Mary's University   2010 — 2014
Bachelor of Business Administration (B.B.A.), Corporate Finance, Cum Laude

Susan Leviyev Susan Leviyev Greater New York City Area Details
Susan Leviyev's UBS Investment Bank Experience March 2013 - March 2014
Job Research Associate at Cognolink Limited
Industry Financial Services
Experience
Cognolink Limited  June 2015 - Present
Cognolink Limited  September 2014 - June 2015
UBS Investment Bank   March 2013 - March 2014

Skills
Sales, Microsoft Office, Leadership, Customer Service, Management, Time Management, Marketing, Microsoft Word, PowerPoint, Teamwork, Microsoft Excel, Marketing Strategy, Analysis, Finance, Data Analysis, Merchandising, Payroll, Social Networking, Outlook, Software Documentation, Research

Education
Naresuan University, Bangkok, Thailand
Certificate in Asian studies, Southeast Asian Studies

St. Mary’s University, Twickenham
Master of Business Administration (M.B.A.), International Business

Ann Lee-Karlon Ann Lee-Karlon San Francisco Bay Area Details
Ann Lee-Karlon's UBS Investment Bank Experience 2000 - 2000
Job Senior Vice President, Portfolio Management and Operations at Genentech
Industry Biotechnology
Experience
The Aspen Institute  2015 - Present
Genentech  2013 - Present
Association for Women in Science  2011 - Present
Genentech  2009 - 2012
Genentech  2002 - 2009
Eli Lilly and Company  June 2001 - October 2002
UBS Investment Bank   2000 - 2000
Advanced Tissue Sciences  January 1997 - July 1999

Skills
Lifesciences, Team Leadership, Project Management, Leadership, Clinical Development, Biotechnology, Portfolio Management, Oncology, Technology Transfer, Pharmaceutical Industry, Research, Immunology, Drug Discovery, Cross-functional Team..., Biopharmaceuticals, FDA, Clinical Trials, Life Sciences

Education
Stanford University Graduate School of Business
MBA

University College London
Postdoctoral Fellow

University of California, Berkeley
BS

University of California, San Diego
PhD

Milton Gordon Milton Gordon Greater New York City Area Details
Milton Gordon's UBS Investment Bank Experience March 2003 - July 2012
Job J.D. Candidate at SUNY Buffalo Law School
Industry Law Practice
Experience
UBS Investment Bank   March 2003 - July 2012
Medgar Evers College of The City University of New York  November 2009 - June 2011

Education
SUNY Buffalo Law School   2013 — 2014
Doctor of Law (JD), Law

Saint John's University School of Law   2011 — 2012
Doctor of Law (JD), Law

City University of New York-Medgar Evers College   2006 — 2011
Bachelor of Science, Public Administration

Christopher O'Mara Christopher O'Mara Brooklyn, New York Details
Christopher O'Mara's UBS Investment Bank Experience January 2015 - April 2015
Job Financial Services Professional
Industry Financial Services
Experience
Scotiabank  July 2015 - Present
UBS Investment Bank   January 2015 - April 2015
Park Avenue Securities  2013 - 2014

Skills
Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Netx360 Platform, Internet and Social..., Microsoft Office, PowerPoint, Social Media

Education
St. Francis College   2007 — 2011
Bachelor's Degree, Communications Arts - Concentration English

Dami Apampa Dami Apampa Greater New York City Area Details
Dami Apampa's UBS Investment Bank Experience April 2015 - Present
Job Global Cash Equities Remediation at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank   April 2015 - Present
UBS Investment Bank   August 2014 - May 2015
Citi  March 2014 - August 2014
Guaranty Trust Bank (UK) Limited   August 2013 - March 2014
Guaranty Trust Bank (UK) Limited   May 2013 - August 2013
Health Safeguarding   January 2013 - March 2013
Royal Bank of Scotland  January 2011 - September 2011
TOTAL  June 2009 - August 2009

Skills
Accounting, Corporate Finance, Finance, Management Accounting, Financial Accounting, Management, Microsoft Excel, Corporate Governance, Banking, Teamwork, Project Management, Investment Banking, Risk Management, Analysis, Business Planning, Microsoft Office, Financial Analysis, Financial Services

Education
The Mountbatten Institute   2014 — 2015
Postgraduate Certificate, International Business Practices

University of South Australia   2012 — 2013
PGRD, Accounting and Finance

University of South Australia   2012 — 2012
Post Graduate Certificate (PGRD), Accounting and Finance

Aston Business School   2011 — 2012
MSc, Accounting and Finance

University of Nottingham   2007 — 2010
B.Eng. (Hons), Chemical Engineering; French

Rochester Grammar School   2005 — 2007

St. Francis College

Harry Ison Harry Ison Greater New York City Area Details
Harry Ison's UBS Investment Bank Experience April 2000 - November 2001
Job Experienced Financial services professional: Trading systems/project management
Industry Computer Software
Experience
Fidessa  September 2006 - July 2013
SunGard  June 2002 - September 2006
UBS Investment Bank   April 2000 - November 2001

Skills
SDLC, Requirements Analysis, Service Delivery, Program Management, ITIL, Process Improvement, Project Delivery, Capital Markets, Trading, Trading Systems, Equity Derivatives, Order management systems, Market Data, FIX connectivity, Account Management, Compliance, trade support, clearing and settlement, UAT testing, Risk Management, Middle Office, Electronic Trading, Financial Services, Fixed Income, Unix, PMP, PMO, Derivatives, Project Portfolio..., Business Process, Options, Securities

Education
State University of New York at New Paltz
Bachelor of Science (BS), Business Administration and Management, General

Benny Xia Benny Xia Whitestone, New York Details
Benny Xia's UBS Investment Bank Experience September 2007 - July 2013
Job VP Senior Developer at Bank of America
Industry Investment Banking
Experience
Bank of America  August 2013 - Present
UBS Investment Bank   September 2007 - July 2013
Lehman Brothers  September 2005 - September 2007
Merrill Lynch  September 2000 - September 2005

Skills
.NET, Fixed Income, Risk Management, Derivatives, Trading Systems, Sybase, Investment Banking, Credit Derivatives

Education
SUNY New Paltz   1996 — 2000
Bachelor's degree, Computer Science

Rob Pfeifer Rob Pfeifer San Francisco, California Details
Rob Pfeifer's UBS Investment Bank Experience July 2004 - June 2006
Job Head of FP&A at Affirm, Inc.
Industry Financial Services
Experience
Affirm, Inc.   March 2013 - Present
Chegg Inc.  January 2012 - March 2013
Provide Commerce  August 2010 - January 2012
JMI Equity  August 2006 - April 2009
UBS Investment Bank   July 2004 - June 2006
Applied Materials  June 2003 - February 2004
SUN Microsystems  June 2000 - September 2000

Skills
Competitive Analysis, Data Analysis, Forecasting, Market Analysis, Strategic Partnerships, SaaS, Online Advertising, SAS, Pricing, SQL, SEO, Finance, Lead Generation, Social Media, Infrastructure, Excel models, Marketing

Education
Stanford University   2000 — 2004
B.A., Economics and Philosophy and Religion

University of California, San Diego   2010 — 2011
NA, Computer Science

James Lilly James Lilly Greater New York City Area Details
James Lilly's UBS Investment Bank Experience January 1998 - March 2001
Job Licensed Banker II at Wells Fargo
Industry Banking
Experience
Wells Fargo  March 2013 - Present
The Griswold Company NYSE   January 2009 - April 2010
Fidelity Investments NYSE   March 2001 - December 2008
UBS Investment Bank   January 1998 - March 2001
EXCO  January 1993 - January 1997
Tullett Prebon  1984 - December 1992

Skills
Series 7, Series 66, Trading, Equity Trading, Options, Investments, Bloomberg, Electronic Trading, Experienced Sales..., Securities

Education
State University of New York at New Paltz   1982 — 1984
BS, Finance

Pratik Budhdev Pratik Budhdev Washington D.C. Metro Area Details
Pratik Budhdev's UBS Investment Bank Experience 2007 - 2011
Job Principal Investments
Industry Venture Capital & Private Equity
Experience
Bailey & Glasser   October 2013 - Present
Tarang Advisory   2013 - 2014
VGI Partners / East Bridge Capital   2013 - 2013
UBS Investment Bank   2007 - 2011
Lazard  2004 - 2007
Merrill Lynch  2003 - 2004

Education
Stanford University Graduate School of Business   2011 — 2012
Finance, General management

The Institute of Chartered Accountants of India
Accountancy

R A Podar College Of Commerce & Economics
Bachelor of Commerce (B.Com.)

Bob Franks Bob Franks Greater New York City Area Details
Bob Franks's UBS Investment Bank Experience May 1997 - April 2010
Job Research Compliance Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  June 2011 - Present
Sterne Agee  October 2010 - June 2011
Ticonderoga Securities LLC  May 2010 - August 2010
UBS Investment Bank   May 1997 - April 2010
PaineWebber, Inc.   May 1997 - November 2000
PaineWebber (now UBS)   1997 - 2000
Prudential Securities  February 1987 - May 1997

Skills
FINRA, Series 63, Equity Research, Securities, Capital Markets, Series 7, Equities, Series 24, Hedge Funds, Investment Banking, Bloomberg, Fixed Income, Risk Management, Derivatives

Education
St. Francis College   1978 — 1981
B.S, Business Administration

Padric Gleason Padric Gleason Greater New York City Area Details
Padric Gleason's UBS Investment Bank Experience August 2010 - August 2011
Job Business Development Associate at London & Partners
Industry International Trade and Development
Experience
London & Partners  June 2014 - Present
Asociación Mexicana para las Naciones Unidas, A.C.   August 2012 - June 2014
U.S. Department of State   August 2012 - July 2013
314e Corporation  February 2012 - May 2012
UBS Investment Bank   August 2010 - August 2011

Skills
International..., International Relations, Spanish, Intercultural..., Program Evaluation, Human Rights, Project Management, Report Writing, Strategy, Capacity Building, NGOs, Innovation, Community Development, Globalization, Business Development, International Business..., International Market..., Business Strategy, Economic Development, Investment Promotion, Foreign Investment, Inward Investment, Market Intelligence, Business Intelligence

Education
St. Mary’s University, Twickenham   2010 — 2012
MBA, International Business, Merit

Wheaton College (MA)   2006 — 2010
B.A., International Relations, Hispanic Studies, Cum Laude Honors

Nicole Shields Nicole Shields New York, New York Details
Nicole Shields's UBS Investment Bank Experience June 2011 - August 2011
Job Asst. VP Marketing & Client Services at Estabrook Capital Management LLC
Industry Financial Services
Experience
Estabrook Capital Management LLC  August 2014 - Present
Estabrook Capital Management LLC  September 2012 - August 2014
The Colton Company  June 2012 - September 2012
Stanford Women in Business  June 2010 - June 2012
UBS Investment Bank   June 2011 - August 2011
Doostang.com   June 2010 - December 2010

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, HTML, Research, Social Media, Windows, Teamwork, Public Speaking, English, Swedish, Fiserv Checkfree APL, Data Analysis, Marketing, Editing, Event Planning, Market Research, Economics

Education
Stanford University   2008 — 2012
Bachelor's degree, Public Policy with a minor in Communication

Sannarpsgymnasiet   2004 — 2007
International Baccalaureate Diploma

Jim McDade Jim McDade Greater New York City Area Details
Jim McDade's UBS Investment Bank Experience 2000 - 2005
Job VP Customer Relationship Management at The Clearing House
Industry Financial Services
Experience
The Clearing House  September 2010 - Present
Morgan Stanley (through Xcitek Consulting)   January 2010 - August 2010
Swiss Bank Corporation  August 1977 - July 2005
UBS Investment Bank   2000 - 2005
UBS  1977 - 2005
Bank of New York  August 1975 - August 1977

Skills
Strategy, CRM, Management, Leadership, Change Management, Cross-functional Team..., Process Improvement, Management Consulting, Banking, Business Development, Business Intelligence, Analysis, Operations Management, Training, Investment Banking, Financial Services, Financial Risk, Vendor Management, Portfolio Management, Employee Engagement, Mergers & Acquisitions, Trading, Project Management, Talent Management, Acquisition Integration, Finance, Risk Management, Insurance, Networking, Equities, Securities, Corporate Actions, Credit Cards, Capital Markets, Operational Risk, Investments, Human Resources, Service Delivery

Education
St. Francis College, NY   1970 — 1974
BS

St. Francis Prep   1966 — 1970

Lorraine Palacios-Germain Lorraine Palacios-Germain Austin, Texas Area Details
Lorraine Palacios-Germain's UBS Investment Bank Experience July 2001 - May 2008
Job Senior Vice President at Ramirez & Co.
Industry Investment Banking
Experience
Ramirez & Co.   January 2011 - Present
RBC Capital Markets  June 2008 - December 2010
UBS Investment Bank   July 2001 - May 2008

Skills
Fixed Income, Capital Markets, Financial Modeling, Investment Banking, Bonds, Securities, Financial Analysis, Valuation, Investments, Structured Finance, Bloomberg

Education
Stanford University   1997 — 2001
BA, Public Policy

Stewart Tanner Stewart Tanner San Francisco Bay Area Details
Stewart Tanner's UBS Investment Bank Experience 2004 - 2006
Job Chief Investment Officer at Bayford Healthcare LLC
Industry Hospital & Health Care
Experience
Bayford Healthcare LLC   June 2015 - Present
the EDge-UCATION   July 2011 - Present
Cerberus Business Finance, LLC   January 2012 - June 2015
D. E. Shaw & Co.   December 2006 - December 2011
Sorenson Capital  2006 - 2006
UBS Investment Bank   2004 - 2006

Skills
Financial Modeling, Private Equity, Valuation, Venture Capital, Hedge Funds, LBO, Equities, Due Diligence, Capital Markets, Investment Banking, Mergers, Investments, Financial Analysis, Corporate Finance, Alternative Investments, Corporate Development, Portfolio Management, Business Valuation, Training, Entrepreneurship, Mergers & Acquisitions, Leveraged Finance, Strategy, Mentoring, Bloomberg, Asset Management, Finance, M&A experience, Start-ups, Investor Relations

Education
Stanford University
Bachelor of Arts (BA)

Steve Abbott Steve Abbott San Francisco Bay Area Details
Steve Abbott's UBS Investment Bank Experience 2006 - May 2010
Job Managing Director at Sapphire Ventures
Industry Venture Capital & Private Equity
Experience
Sapphire Ventures, LLC  November 2014 - Present
Jefferies & Company  May 2010 - November 2014
UBS Investment Bank   2006 - May 2010
Deutsche Bank Technology Group   2002 - 2006
Robertson Stephens  1997 - 2002
Donaldson, Lufkin & Jenrette   1994 - 1995
Bain & Company  1989 - 1991

Skills
Mergers & Acquisitions, Venture Capital, Investment Banking, IPO, Private Equity, Start-ups, Corporate Development, Valuation, Financial Modeling, Corporate Finance, Mergers, LBO, Capital Markets, Due Diligence, Financial Analysis, Management, Emerging Markets, Investments, Project Management, Equities

Education
Stanford University Graduate School of Business   1992 — 1994
MBA

University of California, Berkeley   1985 — 1989

The London School of Economics and Political Science (LSE)

Stanford University Law School
JD

Peter Hazoglou, MBA Peter Hazoglou, MBA Greater New York City Area Details
Peter Hazoglou, MBA's UBS Investment Bank Experience March 2004 - December 2007
Job Associate at The Blackstone Group
Industry Banking
Experience
The Blackstone Group  June 2009 - Present
Och-Ziff Capital Management  December 2007 - April 2009
UBS Investment Bank   March 2004 - December 2007
Mizuho Corporate Bank  2001 - 2004
Wall Street Systems  2000 - 2001

Skills
Hedge Funds, Leadership, Trading, Portfolio Management, Fixed Income, Auditing, Bloomberg, Management, Loans, Account Reconciliation, Banking, Financial Analysis, Valuation, Equities, Risk Management, Asset Management, Investments

Education
Saint John's University - Peter J. Tobin College of Business   2001 — 2003
MBA, International Finance

St. John's University, The Peter J. Tobin College of Business   1997 — 2001
Bachelors, Finance

St. Francis Prep   1993 — 1997

Laura Cervantes Laura Cervantes Atlanta, Georgia Details
Laura Cervantes's UBS Investment Bank Experience July 2007 - July 2009
Job Vice President at EDG Partners
Industry Financial Services
Experience
EDG Partners   March 2015 - Present
EDG Partners   August 2014 - February 2015
MercadoLibre   August 2013 - August 2013
Clearlake Capital Group  June 2013 - August 2013
Jefferies & Company  July 2009 - March 2012
UBS Investment Bank   July 2007 - July 2009
IBM  June 2006 - September 2006

Education
Stanford GSB   2012 — 2014
Master of Business Administration (MBA)

University of Chicago   2003 — 2007
BA

Arveena Ahluwalia Arveena Ahluwalia New York, New York Details
Arveena Ahluwalia's UBS Investment Bank Experience March 2004 - August 2006
Job CoFounder & CEO at Paul Drish
Industry Consumer Goods
Experience
Paul Drish   December 2014 - Present
Drish North America, Inc.   2014 - Present
Citi  March 2010 - June 2014
The Trump Organization  June 2008 - August 2008
Google  August 2006 - April 2007
UBS Investment Bank   March 2004 - August 2006

Skills
Entrepreneurship, Valuation, Financial Modeling, Venture Capital, Investment Banking, Corporate Finance, Start-ups, Real Estate, Emerging Markets, Corporate Development, People Management, Capital Markets, Strategic Partnerships, Investments, Financial Analysis, Mergers & Acquisitions

Education
University of Pennsylvania - The Wharton School   2007 — 2009
MBA, Finance and Real Estate

Stanford University   2002 — 2003
MS, Management Science and Engineering, Finance and Entrepreneurship

Stanford University   2000 — 2002
MS, Civil Engineering

Rachel Scarlett Rachel Scarlett Greater Los Angeles Area Details
Rachel Scarlett's UBS Investment Bank Experience August 2014 - Present
Job Bachelors of Science in Political Science and Religious Studies from UCSB
Industry Investment Banking
Experience
UBS Investment Bank   August 2014 - Present
Leasing Innovations, Incorporated   July 2013 - July 2014
Malia Mills  January 2013 - July 2014
California Wine Festivals   January 2013 - July 2013

Skills
Event Planning, Social Media, Customer Service, Management, Marketing, Retail, Social Networking, Microsoft Word, Microsoft Excel, Wine & Spirits Industry, Fashion, Event Management, Public Relations, Social Media Marketing, Sales, Investment Banking, Finance, Public Speaking, Research

Education
St. Mary’s University, Twickenham   2014 — 2016
Master's Degree, International Business

UCSB   2009 — 2013
Bachelor's of Science, Political Science and Government

Mike Fernandez Mike Fernandez Greater Los Angeles Area Details
Mike Fernandez's UBS Investment Bank Experience June 2006 - August 2006
Job Principal at Private Venture Capital Firm
Industry Venture Capital & Private Equity
Experience
Private Venture Capital Firm   2015 - Present
Velos Partners  November 2013 - Present
Silvercar  September 2014 - Present
Wilshire Axon  June 2012 - September 2012
Bain & Company  June 2007 - August 2011
UBS Investment Bank   June 2006 - August 2006

Skills
Management Consulting, Strategy, Market Entry, Business Strategy, Competitive Analysis, Product Management, Innovation Strategy, Financial Modeling, Product Innovation, Venture Capital, Growth Strategies, Private Equity, Strategic Consulting

Education
Stanford Graduate School of Business   2011 — 2013
MBA

University of Pennsylvania   2004 — 2008
BA, Economics, Legal Studies & History, Magna cum Laude

Juliana Yanez Juliana Yanez Indianapolis, Indiana Details
Juliana Yanez's UBS Investment Bank Experience June 2008 - August 2008
Job Associate at Faegre Baker Daniels LLP
Industry Legal Services
Experience
Faegre Baker Daniels LLP  September 2014 - Present
Faegre Baker Daniels LLP  May 2013 - August 2013
Indiana Legal Services, Inc.   August 2012 - May 2013
Faegre Baker Daniels LLP  May 2012 - July 2012
MedAssist (now Firstsource Solutions USA)   January 2010 - May 2011
HUD  November 2009 - January 2010
UBS Investment Bank   June 2008 - August 2008
Office of Senator Dianne Feinstein  September 2007 - December 2007
Chappell-Lougee Scholar   July 2007 - August 2007
Martin Luther King Papers Project   September 2006 - June 2007

Skills
Legal Research, Legal Writing, Administrative Law, Government, Research, Westlaw, Courts, Public Policy, Hearings, Legislative Relations, Criminal Law, Civil Litigation, Immigration Law, Lexis, Litigation

Education
Indiana University Maurer School of Law   2011 — 2014
J.D

Stanford University   2005 — 2009
Bachelor of Arts (B.A.), Economics & Political Science

Bipin Roy Lekshmanan Bipin Roy Lekshmanan Greater New York City Area Details
Bipin Roy Lekshmanan's UBS Investment Bank Experience 2007 - 2009
Job PMO Risk Management in Middle Office at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank  June 2015 - Present
The Depository Trust & Clearing Corporation  February 2015 - June 2015
Wipro Technologies  January 2003 - December 2014
Entrepreneur  July 2011 - July 2013
Quality Parks   June 2007 - June 2013
Stanford University Graduate School of Business  August 2011 - September 2012
Capital One  March 2010 - July 2011
Wipro  September 2009 - March 2010
McGraw-Hill Higher Education  January 2009 - September 2009
UBS Investment Bank   2007 - 2009

Skills
General Management, Program Management, Project Management, Business Strategy, Management Consulting, Business Analysis, Software Development, Vendor Management, Start-ups, Change Management, Entrepreneurship, Agile, Team Leadership, Customer Relations, Team Building, Negotiation, PMO, New Business Development, People Management, Product Development, Management, Agile Methodologies, Product Management, Business Intelligence, CRM, Outsourcing, Strategy, Business Development, Strategic Partnerships, Cloud Computing, Leadership, Consulting, Cross-functional Team..., Software Project..., Team Management, SDLC

Education
Stanford Graduate School of Business   2011 — 2012
MS, General Management

Stanford University   2008 — 2008
Certification, Strategic Decision & Risk Management

University of Kerala
Bachelor of Technology, Electrical & Electronics Engineering

Stephanie M Chung Stephanie M Chung Greater New York City Area Details
Stephanie M Chung's UBS Investment Bank Experience July 2009 - July 2011
Job Leveraged Credit Product Controller
Industry Investment Banking
Experience
Jefferies & Company  March 2012 - March 2015
Deutsche Bank  July 2011 - March 2012
UBS Investment Bank   July 2009 - July 2011
Joseph Calandra, Cpa   September 2007 - October 2009
UBS Investment Bank   August 2008 - December 2008
UBS Investment Bank   June 2008 - September 2008

Skills
Fixed Income, Bonds, Product Control, Interest Rate Swaps, Investment Banking, Securities, Swaps, Derivatives, Equities, Capital Markets, Valuation, Credit, Distressed Debt

Education
Saint John's University - Peter J. Tobin College of Business   2005 — 2009
BS, Finance

Joseph Pawson Joseph Pawson Greater New York City Area Details
Joseph Pawson's UBS Investment Bank Experience July 2008 - April 2011
Job VP at Bank of TokyoMitsubishi UFJ
Industry Investment Banking
Experience
Bank of Tokyo-Mitsubishi UFJ  August 2011 - Present
UBS Investment Bank   July 2008 - April 2011
Bank of Tokyo-Mitsubishi UFJ  September 2000 - August 2006
Deutsche Bank Securities  September 1999 - September 2000

Skills
Equities, Capital Markets, Valuation, Financial Modeling, Hedge Funds, Bloomberg, Banking, Investments, Credit Risk, Business Strategy, Investment Banking, Risk Management, Strategy, Corporate Finance, Portfolio Management, Emerging Markets, Financial Markets

Education
University of California, Los Angeles - The Anderson School of Management   2006 — 2008
MBA, Finance & Strategy

Stanford University
BA, Economics

Nicolas Lirette Nicolas Lirette Greater New York City Area Details
Nicolas Lirette's UBS Investment Bank Experience September 2009 - October 2010
Job Director Strategy & Business Development at American Express
Industry Apparel & Fashion
Experience
American Express  August 2011 - Present
141 Industries   October 2010 - Present
Planet Fitness  October 2010 - September 2011
UBS Investment Bank   September 2009 - October 2010
Q Collection  June 2009 - September 2009
UBS Investment Bank   June 2008 - August 2008
Wellington Management  September 2005 - July 2007
Wellington Management  January 2005 - September 2005
State Street  September 2003 - December 2004

Education
Stanford University Graduate School of Business   2007 — 2009
Master of Business Administration (MBA)

The Tuck School of Business at Dartmouth   2003 — 2003
Summer Bridge Program

Tufts University   1999 — 2003
BA, Economics/International Relations

Brooks School   1996 — 1999

Raj Tewari Raj Tewari New York, New York Details
Raj Tewari's UBS Investment Bank Experience November 2009 - February 2012
Job PM/Risk Manager/Derivatives Trader Emerging Markets
Industry Capital Markets
Experience
Merrill Lynch  April 2012 - Present
UBS Investment Bank   November 2009 - February 2012
ABN AMRO  March 2003 - September 2009
Goldman Sachs  1997 - 2003
Citibank  1995 - 1997

Skills
FX Options, Fixed Income, Trading, Capital Markets, Commodity, Emerging Markets, FX trading, Currency, Derivatives, Equities, Investment Banking, Structured Products, Hedge Funds, Financial Markets, Management, Asset Management, Foreign Exchange, Fixed Income Analysis, Bonds, Risk Management, Proprietary Trading, Alternative Investments, Interest Rate..., Portfolio Management, Swaps, Equity Derivatives, Options, Credit Derivatives

Education
Stanford University Graduate School of Business   1992 — 1995
Doctor of Philosophy (Ph.D.), Finance, Candidacy

Stanford University   1992 — 1994
Master’s Degree, Statistics

Virginia Polytechnic Institute and State University   1990 — 1992
Master’s Degree, Finance/Economics

Delhi University - St Stephen's College   1987 — 1990
Bachelor’s Degree, Mathematics and Economics

Rahma Twahir Rahma Twahir Greater New York City Area Details
Rahma Twahir's UBS Investment Bank Experience August 2013 - August 2014
Job Collateral Analyst at UBS
Industry Banking
Experience
UBS Investment Bank   August 2013 - August 2014
First Community Bank, Kenya   December 2012 - August 2013
Ministry of Foreign Affairs, Kenya   September 2012 - November 2012
University of Bradford  November 2010 - July 2012
United Nations Office at Nairobi  August 2008 - 2008

Skills
Leadership, Management, Human Resources, Marketing, Customer Service, Finance, PowerPoint, Accounting, Banking, Proposal Writing, Databases, Account Reconciliation, Teamwork, Editing, Microsoft Office, Time Management, Data Analysis, Microsoft Excel

Education
St. Mary’s University, Twickenham   2013 — 2014
Master of Business Administration (MBA), International Business

University of Bradford   2009 — 2012
International Business and Management, International Business, Second Class Honours, Upper Division

Nairobi Academy   2007 — 2009
A-levels, Math, Business Studies, Economics

Braeside High School   2002 — 2007
O Levels

Craig Klein Craig Klein San Francisco Bay Area Details
Craig Klein's UBS Investment Bank Experience 2009 - June 2012
Job Exeter Creek, LLC
Industry Investment Management
Experience
Exeter Creek, LLC   2015 - Present
Janus Capital Group  2012 - 2015
UBS Investment Bank   2009 - June 2012
Redrock Capital   2004 - 2009
Madison Capital Management  2003 - 2004
J.P. Morgan   1999 - 2003

Skills
Equity, Fixed Income, Credit, High Yield, Loans, Direct Lending, Capital Structure, Bankruptcy, Distressed, Stressed, Principal Investing, Mergers & Acquisitions..., Event Driven, Special Situations, Hedge Funds, Alternative Investments, Investment Management, Asset Management, Investment Banking

Education
Stanford University Graduate School of Business

University of Michigan - Stephen M. Ross School of Business

University of Florida

Nicholas Riva Nicholas Riva San Francisco Bay Area Details
Nicholas Riva's UBS Investment Bank Experience June 2012 - April 2015
Job Associate at Global Infrastructure Partners
Industry Civil Engineering
Experience
Global Infrastructure Partners  August 2015 - Present
UBS Investment Bank   June 2012 - April 2015
UBS Investment Bank   June 2011 - August 2011
ADN Capital Ventures   June 2010 - July 2011
Collaboratory for Research on Global Projects at Stanford University   March 2010 - June 2010
Homewood Farm   June 2005 - August 2009
Advanced Power NA   June 2008 - July 2008
Warren House   2006 - 2007

Skills
Project Management, Financial Modeling, Valuation, Investment Banking, Due Diligence, Venture Capital, Financial Analysis, Energy, Entrepreneurship, Russian, Statistics

Education
Stanford University   2007 — 2011
Bachelor of Sciences, Civil Engineering; Management; Engineering Economics & Russian Language

St. Paul's School   2003 — 2007
High School

Howard Horder Howard Horder Greater New York City Area Details
Howard Horder's UBS Investment Bank Experience May 2004 - October 2011
Job Vice President Human Resources Talent Acquisition & Staffing at MUFG Union Bank, N.A. (Bank of TokyoMitsubishi UFJ)
Industry Financial Services
Experience
MUFG Union Bank, N.A. (aka Bank of Tokyo-Mitsubishi UFJ)   June 2014 - Present
Thomson Reuters  March 2013 - June 2014
Morgan Stanley Capital International (MSCI Barra RiskMetrics)   October 2011 - February 2013
UBS Investment Bank   May 2004 - October 2011
BNY ConvergEx  March 2001 - May 2004
Bloomberg  March 1996 - May 2000

Skills
Recruiting, Sourcing, Risk Management, Start-ups, Investment Banking, Cold Calling, Financial Services, Equities, Capital Markets, Employee Relations, Talent Management, Market Research, Applicant Tracking..., Market Data, Microsoft Excel, Bloomberg, Executive Search, Fixed Income, Human Resources, Management, Personnel Management, Vendor Management, Business Development, Training, Deferred Compensation, Taleo

Education
State University of New York at New Paltz
Bachelor of Science, Business Administration

Safet Musovic Safet Musovic Greater New York City Area Details
Safet Musovic's UBS Investment Bank Experience February 2008 - July 2008
Job Financial Advisor VP of Investments
Industry Financial Services
Experience
Capital One Investing  May 2015 - Present
Santander Investment Services  May 2012 - May 2015
JPMorgan Chase  May 2010 - April 2012
JP Turner & Company, LLC   May 2010 - November 2010
UBS Investment Bank   February 2008 - July 2008

Skills
Investment Planning, Retirement Planning, Insurance Planning, Education Planning, Estate Planning, Tax Planning

Education
Saint John's University - Peter J. Tobin College of Business   2005 — 2009
Bachelor's degree, Finance, General

Monsignor Farrell   2001 — 2005

Eduardo Robayo Eduardo Robayo Stanford, California Details
Eduardo Robayo's UBS Investment Bank Experience August 2006 - August 2007
Job Stanford GSB MSx Program Fellow
Industry Investment Management
Experience
Sigma Inversiones SAS   May 2014 - June 2015
Grupo Conboca   October 2010 - April 2014
Promotora de Inversiones Arroba S.A.S   September 2007 - September 2010
Kokoriko S.A.S   March 2009 - February 2010
UBS Investment Bank   August 2006 - August 2007

Skills
Estrategia empresarial, Planificación..., Administración y..., Creación y desarrollo..., Negociación, Estrategia, Gestión de proyectos, Plan de negocio, Liderazgo de equipos, Espíritu empresarial

Education
Stanford University Graduate School of Business   2015 — 2016
Master of Science in Management (MSx), Business Administration and Management, General

The University of Chicago   2002 — 2006
Bachelor of Arts (B.A.), Economía

The London School of Economics and Political Science (LSE)   2004 — 2005
The General Course, Economía

Chang Mook Kim Chang Mook Kim Stanford, California Details
Chang Mook Kim's UBS Investment Bank Experience June 2014 - August 2014
Job Stanford University의 Student
Industry Higher Education
Experience
Stanford University  January 2015 - Present
Stanford University  September 2009 - January 2015
UBS Investment Bank   June 2014 - August 2014
Speaker of the National Assembly   July 2013 - August 2013
Defense Security Command  September 2011 - June 2013
McKinsey & Company  June 2011 - August 2011
ING Bank  June 2010 - August 2010
Erumi (Teach for Korea)   2007 - 2010

Education
Stanford University   2010 — 2015
Economics, Bachelor of Arts (BA)

Cheongshim International Academy   2006 — 2009

Albert Cruz Albert Cruz Greater New York City Area Details
Albert Cruz's UBS Investment Bank Experience July 2010 - January 2011
Job Consultant at SEO Career & Finance Professional
Industry Nonprofit Organization Management
Experience
Sponsors for Educational Opportunity  August 2015 - Present
Sponsors for Educational Opportunity  August 2014 - July 2015
Sponsors for Educational Opportunity  July 2012 - July 2014
Sponsors for Educational Opportunity  August 2011 - July 2013
UBS Investment Bank   July 2010 - January 2011
UBS Investment Bank   June 2009 - July 2010
UBS Investment Bank   July 2007 - March 2009
International Trade Administration  June 2005 - August 2005

Skills
Team Leadership, Microsoft Excel, Finance, Management, Strategic Planning, Public Speaking, Analysis, Social Media, Training, Leadership, Volunteerism, Project Management, PowerPoint, Diversity & Inclusion, Equities, Equity Derivatives, Private Equity, Fixed Income, Foreign Exchange, Commodities, Passion for Helping..., Innovation, Professional Mentoring

Education
St. Mary's University   2002 — 2006
BBA, International Business; Corp. Fin

Kevin C. Smith, CFA Kevin C. Smith, CFA Greater Denver Area Details
Kevin C. Smith, CFA's UBS Investment Bank Experience June 1992 - July 1997
Job Founder & CEO, Crescat Capital
Industry Investment Management
Experience
Crescat Capital  July 1997 - Present
UBS Investment Bank   June 1992 - July 1997

Skills
Hedge Funds, Equities, Investment Strategies, Quantitative Analytics, Investment Management, Global Macro, Portfolio Management, Fundamental Analysis, Financial Modeling, Valuation, Options, Investments, Mutual Funds, Fixed Income, Venture Capital, Bloomberg, Alternative Investments, Finance

Education
Stanford University   1983 — 1986
AB, Economics and German Studies

The University of Chicago   1990 — 1992
MBA, Finance and Statistics

Rynn Kneebone Rynn Kneebone Greater New York City Area Details
Rynn Kneebone's UBS Investment Bank Experience December 2014 - Present
Job Learning Specialist Campus Recruitment & Development UBS Investment Bank
Industry Events Services
Experience
UBS Investment Bank   December 2014 - Present
UBS  July 2014 - December 2014
UBS Investment Bank   July 2013 - November 2013
UBS  March 2012 - March 2013
Morris Animal Inn  April 2009 - January 2010
BCBGMAXAZRIAGROUP  January 2006 - July 2008
BCBGMAXAZRIAGROUP  June 2005 - September 2005
Symrise  June 2004 - August 2004

Skills
Public Relations, Fashion, Event Planning, Event Management, Marketing, Social Media Marketing, Graduate Recruitment, Small Business Marketing

Education
St. Mary's College
Post Graduate Certificate, International Business

University of Delaware   2002 — 2006
Bachelor of Science, Fashion Merchandising

Fashion Institute of Technology, State University of New York   2005 — 2006
Associates, Fashion Merchandising Management

James Wolstenholme James Wolstenholme Greater New York City Area Details
James Wolstenholme's UBS Investment Bank Experience 1997 - 2005
Job Senior Analyst at Celent
Industry Financial Services
Experience
Celent  May 2014 - Present
Hewlett-Packard  September 2010 - April 2014
Gartner Research   2005 - September 2010
UBS Investment Bank   1997 - 2005
Lehman Brothers  January 1994 - June 1997

Skills
Trading, Equities, Capital Markets, Fixed Income, Business Analysis, IT Strategy, Restructuring, Investment Banking, Outsourcing, SaaS, Vendor Management, Financial Services, Portfolio Management, Investments, Risk Management, Trading Systems, Strategy, Mergers & Acquisitions, Business Development, Enterprise Software

Education
New York University - Leonard N. Stern School of Business
MBA, Finance

Saint Lawrence University
BA

Cooper Union
BFA

Janice Ong Janice Ong Greater New York City Area Details
Janice Ong's UBS Investment Bank Experience August 2008 - Present
Job Equity Research Associate at UBS Investment Bank
Industry Financial Services
Experience
UBS  August 2008 - Present
UBS Investment Bank   August 2008 - Present
Oppenheimer & Co. Inc.   March 2008 - July 2008
Bank of America  April 2004 - February 2008
Credit Suisse  July 2003 - April 2004
Credit Suisse  July 2001 - July 2003

Skills
Financial Modeling, Equity Research, Strategy, Valuation, Financial Analysis, Due Diligence, Investment Banking, Investments, Hedge Funds, Equities, Retail, Consumer Behaviour, Fashion, E-commerce, Capital Markets

Education
Stanford University   1997 — 2001
B.A., Economics, 3.5

Stanford University   1997 — 2001
BA, Economics

Matt Cano Matt Cano San Francisco Bay Area Details
Matt Cano's UBS Investment Bank Experience September 2009 - November 2010
Job VP of Growth at ezhome
Industry Internet
Experience
ezhome   May 2015 - Present
Stanford Graduate School of Business  2013 - Present
PillBox Health   May 2014 - May 2015
General Assemb.ly  March 2013 - June 2013
Electronic Arts  November 2010 - March 2013
UBS Investment Bank   September 2009 - November 2010
Cooliris  June 2009 - August 2009
Accion Emprendedora  July 2008 - June 2009
UBS Investment Bank   June 2007 - August 2007
Google  January 2007 - March 2007

Skills
Corporate Development, Financial Modeling, Mergers & Acquisitions, Gaming, Microfinance, Entrepreneurship, Venture Capital, Investment Banking, Mobile Devices, Business Development, Finance, Investments, Start-ups, Strategy, Valuation, Management, Analytics, Due Diligence

Education
Stanford University Graduate School of Business   2013 — 2015
Master of Business Administration (MBA)

Stanford University   2004 — 2008
BS, Management Science and Engineering

Brian Reale Brian Reale Greater New York City Area Details
Brian Reale's UBS Investment Bank Experience June 2007 - August 2007
Job Equity Capital Markets Special Equities Trading at Wells Fargo Securities
Industry Investment Management
Experience
Wells Fargo Securities  June 2011 - Present
Wells Fargo Securities  September 2010 - June 2011
Highbridge Capital Management  February 2008 - August 2010
UBS Investment Bank   June 2007 - August 2007

Skills
Equities, Trading, Middle Office, Series 7, Settlement, Capital Markets, FINRA, Investment Strategies, Finance, Hedge Funds, Alternative Investments, Asset Management, Derivatives, Structured Products, Bloomberg, Securities, Investment Banking

Education
Saint John's University - Peter J. Tobin College of Business   2004 — 2008
Bachelor of Science (B.S.), Finance, General

St. John's University   2004 — 2008
Bachelor's degree, Finance, General

Hadar Burger Hadar Burger Greater New York City Area Details
Hadar Burger's UBS Investment Bank Experience April 2012 - March 2013
Job Research Analyst at Old Greenwich Capital Partners
Industry Utilities
Experience
Old Greenwich Capital Partners   December 2013 - Present
UBS Investment Bank   April 2012 - March 2013
National Grid  October 2009 - March 2012
NYSE Euronext  June 2011 - August 2011
St. Francis College  January 2008 - October 2009
Israel Defense Force  2006 - 2008

Skills
Microsoft Excel, PowerPoint, Investments, Outlook, Portfolio Management, Investment Management, Salesforce.com, Research, Risk Management, Asset Allocation, Analysis, Hedge Funds, Strategy

Education
St. Francis College   2008 — 2012
Bachelor's Degree, Management; Concentration: Finance, Economics, 4.0, Class Valedictorian

Billy Deitch Billy Deitch San Francisco Bay Area Details
Billy Deitch's UBS Investment Bank Experience July 2007 - July 2009
Job Vice President at Francisco Partners
Industry Financial Services
Experience
Francisco Partners  September 2014 - Present
Endurance Companies  June 2013 - August 2013
TPG Capital  August 2009 - July 2012
UBS Investment Bank   July 2007 - July 2009

Education
Stanford Graduate School of Business   2012 — 2014
Master of Business Administration (MBA)

Yale University   2003 — 2007
B.A., History, Cum Laude

Tyler Woods Tyler Woods Los Angeles, California Details
Tyler Woods's UBS Investment Bank Experience June 2011 - August 2011
Job Agent Assistant at William Morris Endeavor
Industry Entertainment
Experience
William Morris Endeavor  October 2014 - Present
Stanford ResEd   September 2013 - June 2014
Marini Media GmbH   June 2013 - August 2013
Cecil H. Green Library   January 2011 - June 2013
Stanford Pre-Collegiate Summer Institutes  June 2012 - August 2012
UBS Investment Bank   June 2011 - August 2011
Stanford Calling Center  January 2011 - March 2011

Skills
PowerPoint, Editing, Microsoft Excel, Microsoft Office, Microsoft Word, Finance, Research, Java, Social Media, Data Analysis, Financial Analysis, Public Speaking, Financial Modeling, Leadership, Marketing, Strategic Planning, Teaching, Statistics, Event Planning, Fundraising, Writing, Management

Education
Stanford University   2010 — 2014
Bachelor of Arts (B.A.), Public Policy, Classics

Stevenson School   2006 — 2010

Constance Howard Constance Howard Niantic, Connecticut Details
Constance Howard's UBS Investment Bank Experience July 1993 - June 1997
Job Real Estate Agent at U.S. Properties Realty
Industry Real Estate
Experience
U.S. Properties Realty   January 2014 - Present
Connie Howard Music   August 2013 - Present
Connie Howard Music   January 2001 - January 2014
Nashville.com   January 2013 - June 2013
Genesco  January 2010 - September 2010
Euro RSCG  January 1998 - September 1999
UBS Investment Bank   July 1993 - June 1997

Skills
Content Creation, Copywriting, Copy Editing, Proofreading, Spanish translation, Piano Teacher, Piano Performance, Songwriting, Content Strategy, Music Publishing, Piano, Spanish, Publicity, Blogging, Social Media Marketing, Pianist, Music Industry, Social Networking, Singing, Social Media, Music, Marketing Strategy, Public Relations, Event Planning, Writing, Marketing, Strategic Planning

Education
Stanford University   1987 — 1991
BA, International Relations, Political Science

Lyme-Old Lyme High School   1984 — 1987

Megan Wei Megan Wei Beaverton, Oregon Details
Megan Wei's UBS Investment Bank Experience July 2010 - April 2012
Job MBA Candidate at Stanford Graduate School of Business
Industry Retail
Experience
Nike  April 2014 - July 2014
Nike  June 2012 - April 2014
UBS Investment Bank   July 2010 - April 2012
UBS Investment Bank   June 2009 - August 2009
Merrill Lynch  May 2008 - July 2008

Skills
DCF, Valuation, Financial Modeling, Economics, Asset Managment, Financial Analysis, Microsoft Excel, Research, Asset Management, Bloomberg, Business Strategy, Private Equity

Education
Stanford University Graduate School of Business   2014 — 2016
Master of Business Administration (M.B.A.)

The Johns Hopkins University   2006 — 2010
Bachelor of Arts (B.A.), Economics

Kent S. Iglehart Kent S. Iglehart San Francisco, California Details
Kent S. Iglehart's UBS Investment Bank Experience November 2005 - August 2006
Job Vice President, Market Risk Audit Manager at Bank of the West
Industry Capital Markets
Experience
Bank of the West  December 2011 - Present
Farm Credit Administration  October 2009 - November 2011
Union Bank of California  January 2008 - April 2009
Charles Schwab  September 2006 - December 2007
UBS Investment Bank   November 2005 - August 2006
ZPoint Advisors, LLC.   November 2004 - February 2005
Citi  October 2000 - December 2004
Citi  March 1998 - October 2000
Bank of America  March 1991 - July 1997
UBS  July 1986 - February 1991

Skills
VAR, Credit, Derivatives, Market Risk, Sales, FAS 157, FAS 133, Risk Management, Interest Rate..., Internal Audit, Fixed Income, Financial Risk, Hedging, Portfolio Management, Hedge Funds, Financial Markets, ALM, Credit Derivatives, Equities, Equity Derivatives, Commodity, Financial Modeling, Investment Banking, Basel II, Banking, Trading, Basel III, Capital Planning, DFAST, CCAR, Securities, Options

Education
Stanford University   1982 — 1986
BA, Quantitative Economics

Gunn High School, Palo Alto, CA   1978 — 1982

Victoria Dimitrakopoulos Victoria Dimitrakopoulos San Francisco Bay Area Details
Victoria Dimitrakopoulos's UBS Investment Bank Experience September 1996 - April 1998
Job Consultant at Egon Zehnder
Industry Human Resources
Experience
Egon Zehnder  June 2007 - Present
The Boston Consulting Group  2002 - 2006
Credit Suisse First Boston  April 1998 - March 2000
UBS Investment Bank   September 1996 - April 1998

Skills
Management Consulting, Mergers, Business Strategy, Corporate Development, Pricing, Start-ups, Mergers & Acquisitions, Organizational Design, Strategy, Corporate Finance, Strategic Consulting, Financial Services, Business Transformation, Leadership, Consulting, Management, Analytics, Business Development, Acquisition Integration

Education
Stanford University Graduate School of Business   2000 — 2002
MBA, Master in Business Administration

University of Geneva   1991 — 1996
BSc and MSc, Econometrics and Mathematical Economics

Alan (Avi) Goldstein Alan (Avi) Goldstein Greater Los Angeles Area Details
Alan (Avi) Goldstein's UBS Investment Bank Experience January 2005 - May 2005
Job Attorney at The Bloom Firm
Industry Legal Services
Experience
The Bloom Firm   June 2014 - Present
American LegalNet, Inc.   October 2012 - January 2014
vDiscovery  January 2010 - September 2012
Subin Associates, LLP   February 2006 - January 2010
LawCash  September 2005 - February 2006
UBS Investment Bank   January 2005 - May 2005

Skills
Litigation, Legal Research, Litigation Support, Civil Litigation, Courts, Trials, Legal Writing, Document Review, Depositions, Legal Compliance, Intellectual Property, Arbitration, Corporate Law, Westlaw, Mediation, Commercial Litigation, Legal Assistance, Personal Injury

Education
Saint John's University School of Law   2002 — 2005
JD, Law

Yeshiva University   1998 — 2002
BS, Marketing

Yeshivah of Flatbush   1994 — 1998

Ralph Raymond, MBA Ralph Raymond, MBA New York, New York Details
Ralph Raymond, MBA's UBS Investment Bank Experience August 2010 - August 2011
Job Academic Program Manager at Mountbatten Institute
Industry Program Development
Experience
Mountbatten Institute  August 2014 - Present
Mountbatten Institute  May 2014 - July 2014
UNFPA  January 2014 - March 2014
Plan-it Consultants Ltd   January 2012 - October 2013
UBS Investment Bank   August 2010 - August 2011
Thomson Reuters  March 2009 - August 2010
Sirius Satellite Radio  November 2008 - July 2010
NBCUniversal, Inc.   June 2008 - December 2008

Skills
International Business, Writing, Analytics, Research, Access, Excel, Outlook, Analysis, Word, Microsoft Office, Marketing Strategy, Data Analysis, PowerPoint, Databases, Facebook, Social Media, Database Management, Business Analysis, Photoshop, Market Analysis, Business Strategy, Microsoft Excel, Market Research, Public Speaking, Leadership, Project Management

Education
St. Mary’s University, Twickenham   2010 — 2012
Master of Business Administration (M.B.A.), International Business Practice, Merit

Saint John's University   2004 — 2008
Bachelor of Science, Mass Communication

Fred Craig III Fred Craig III New York, New York Details
Fred Craig III's UBS Investment Bank Experience July 2013 - Present
Job Analyst Global Natural Resources Group UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank   July 2013 - Present
UBS Investment Bank   June 2012 - August 2012
UBS  June 2011 - August 2011

Skills
Valuation, Investment Banking, Financial Modeling, Bloomberg, Capital Markets, Equity Research, Leadership, Research, Public Speaking, PowerPoint, Microsoft Office, Microsoft Word

Education
University of Pennsylvania-College of Arts and Sciences   2009 — 2013
BA, International Relations

Stanford University   2008 — 2009
Bachelor of Arts (BA), Undeclared

Saint Xavier High School   2004 — 2008

David S. Felman David S. Felman Greater Los Angeles Area Details
David S. Felman's UBS Investment Bank Experience 2005 - 2007
Job Partner at Cardinal Advisors
Industry Investment Banking
Experience
Cardinal Advisors, LLC   2014 - Present
Moelis & Company  2007 - 2014
UBS Investment Bank   2005 - 2007
Stanford Management Company  2002 - 2004
Morgan Stanley  2000 - 2002

Skills
Private Equity, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Leveraged Finance, M&A experience, Mergers & Acquisitions, LBO, Restructuring, Capital Markets, Economics, Hedge Funds, Financial Advisory, Investments, Finance, Due Diligence

Education
Stanford University
Bachelor's Degree, Economics and Political Science (Double Major)

UCLA Anderson School of Management
Master of Business Administration (M.B.A.), Finance and Entrepreneurship

Windward School
High School

Jing Xu Jing Xu Greater New York City Area Details
Jing Xu's UBS Investment Bank Experience January 2011 - April 2014
Job
Industry Research
Experience
Millennium Management  November 2014 - Present
Sun Trading LLC  April 2014 - November 2014
UBS Investment Bank   January 2011 - April 2014
Merck  January 2008 - January 2011
Gene Security Network   December 2006 - January 2008
Stanford Univeristy  January 2002 - June 2007
Genentech  June 2006 - August 2006
Intellectural Licensing Group   October 2005 - April 2006
Lux Research Inc  October 2005 - January 2006

Skills
Statistics, R, Control Theory, Matlab, Signal Processing, Software Development, Algorithms, Image Processing, Start-ups, Strategy, Machine Learning, Physics, Analysis, Mathematical Modeling, Simulations, Programming, Statistical Modeling

Education
Stanford University   2001 — 2007
PhD, Applied Physics

University of Science and Technology of China   1996 — 2001
B.Sc., Physics

Greg True Greg True Greater New York City Area Details
Greg True's UBS Investment Bank Experience January 2007 - December 2008
Job Compliance/Business Management
Industry Investment Banking
Experience
UBS Investment Bank   January 2007 - December 2008
UBS Investment Bank   October 2004 - January 2007
Capital IQ  July 2002 - October 2004

Skills
Business Strategy, Management, Securities, KYC, Anti Money Laundering, Compliance, Salesforce.com, Due Diligence, Salesforce.com..., Investment Banking, Control Room

Education
St. Lawrence University   1995 — 1999
BA

Manuel Zamfir Manuel Zamfir New York, New York Details
Manuel Zamfir's UBS Investment Bank Experience September 2008 - March 2010
Job Vice President at Goldman Sachs Quant
Industry Financial Services
Experience
Goldman Sachs  March 2010 - Present
UBS Investment Bank   September 2008 - March 2010
UBS Investment Bank   June 2007 - September 2007

Skills
Chartered Financial...

Education
Stanford University   2007 — 2008
MS, Financial Mathematics

Stanford University   2003 — 2008
PhD, Mathematics

University of Toronto   1999 — 2003
H. B. Sc., Mathematics, Computer Science

"Costache Negruzzi" High School   1995 — 1999
Mathematics

Jennie Tom Jennie Tom Greater New York City Area Details
Jennie Tom's UBS Investment Bank Experience October 2004 - May 2008
Job Vice President Portfolio Management and Trading at Ranieri Partners Management LLC
Industry Investment Banking
Experience
Ranieri Partners Management LLC   September 2010 - Present
Deutsche Bank  October 2008 - September 2010
UBS Investment Bank   October 2004 - May 2008
GreenPoint Bank  September 2001 - October 2004

Education
St. John's University, The Peter J. Tobin College of Business
MBA, FINANCE

Michael Breidenbach Michael Breidenbach New York, New York Details
Michael Breidenbach's UBS Investment Bank Experience May 2007 - December 2008
Job Senior Manager, M&A Tax at KPMG US
Industry Accounting
Experience
KPMG US  August 2013 - Present
Weil Gotshal and Manges  January 2009 - July 2013
UBS Investment Bank   May 2007 - December 2008
Cravath, Swaine & Moore LLP   October 2004 - April 2007
US Navy  1994 - 1995

Skills
Private Equity, Mergers & Acquisitions, Corporate Finance, Due Diligence, Corporate Governance, Capital Markets, Financial Modeling, Valuation, Restructuring, Cross-border...

Education
Stanford University   1989 — 1993
B.A., Italian Language and Literature

Rosa Villegas Rosa Villegas San Francisco Bay Area Details
Rosa Villegas's UBS Investment Bank Experience 2003 - 2006
Job Director of Product at Storm8
Industry Entertainment
Experience
Storm8  March 2015 - Present
GREE International, Inc  May 2014 - October 2014
GREE International, Inc  June 2013 - May 2014
GREE International, Inc  January 2012 - June 2013
RockYou  June 2011 - January 2012
Samsung  August 2010 - September 2010
LucasArts, a division of Lucasfilm   May 2010 - August 2010
The Walt Disney Company  May 2007 - May 2009
UBS Investment Bank   2003 - 2006
Deutsche Bank  June 2002 - August 2002

Skills
Strategy, Product Management, Product Development, Management, Market Analysis, Leadership, Competitive Analysis, Business Strategy, Mobile Devices, Financial Analysis, Start-ups, Social Games, Entertainment, Market Research, Financial Modeling, Forecasting, Microsoft Excel, Data Analysis, Strategic Planning, Excel, Spanish, PowerPoint, Strategy Development, Mobile Games

Education
Stanford University Graduate School of Business   2009 — 2011
MBA

Stanford University   1999 — 2003
BA, International Relations

Ant Prior Ant Prior Greater New York City Area Details
Ant Prior's UBS Investment Bank Experience August 2005 - February 2009
Job Reference Data IT Global Head Support (RTB) at Barclays
Industry Investment Banking
Experience
Barclays  August 2012 - Present
UBS  November 2011 - August 2012
UBS  February 2009 - November 2011
UBS Investment Bank   August 2005 - February 2009
Air Products Inc  1997 - 2000

Skills
Investment Banking, Trading Systems, Equity Swaps, Prime Brokerage, Sybase, Securities Lending, Equities, Risk Management, Asset Managment, Business Analysis, Financial Modeling, Middle Office

Education
Staffordshire University   1993 — 1997
Bachelor of Science (BSc), Computer Science

Arik Yamen Arik Yamen Greater New York City Area Details
Arik Yamen's UBS Investment Bank Experience August 2003 - Present
Job Executive Director Global Financial Services Product Development at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank   August 2003 - Present
UBS Investment Bank   July 2010 - February 2015
UBS Investment Bank   July 2008 - July 2010
UBS Investment Bank   June 2006 - July 2008
UBS Investment Bank   January 2005 - July 2006
UBS Investment Bank   August 2003 - January 2005
Merrill Lynch  October 2001 - August 2003
Merrill Lynch  April 2000 - October 2001
Lithomatic Business Forms   September 1999 - April 2000

Skills
Fixed Income, OTC, CDS, Product Development, Project Management, Problem Solving, Equities, stock loan, irs, Dodd-Frank, Operations Management, Securities Lending, Bonds, Financial Services, Prime Brokerage, Trading

Education
State University of New York at Buffalo   1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General

State University of New York at Buffalo - School of Management   1993 — 1997
BS, Finance

JFK High School

Alice Berry Alice Berry San Francisco Bay Area Details
Alice Berry's UBS Investment Bank Experience 1997 - 2002
Job Managing Director, Wells Fargo
Industry Investment Management
Experience
Wells Fargo  2004 - Present
UBS Investment Bank   1997 - 2002

Skills
Financial Modeling, Analytics, Strategy, Business Strategy, Mergers & Acquisitions, Research, Leadership, Management, Cross-functional Team...

Education
University of California, Berkeley   2002 — 2004
Master of Business Administration (MBA)

Stanford University   1993 — 1997
BA, Economics

Mark Secrest Mark Secrest New York, New York Details
Mark Secrest's UBS Investment Bank Experience 1995 - 1998
Job Managing Director at Stifel
Industry Investment Banking
Experience
Stifel  September 2010 - Present
Cowen and Company  April 1998 - September 2010
UBS Investment Bank   1995 - 1998
Kidder Peabody  1989 - 1994

Skills
Mergers & Acquisitions, Financial Advisory, Corporate Finance, IPO, Management, Private Equity, Valuation, Due Diligence, Corporate Development, Investment Banking, Venture Capital, Mergers, Investments, Financial Modeling, M&A experience, Medical Devices, Investor Relations, Emerging Markets, Restructuring, Portfolio Management, Start-ups

Education
Stanford University   1982 — 1986
AB, Economics

Suzanne Zhang Suzanne Zhang Greater New York City Area Details
Suzanne Zhang's UBS Investment Bank Experience 2005 - 2007
Job IT Consultant at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase  2010 - December 2013
Merrill Lynch  2007 - 2009
UBS Investment Bank   2005 - 2007
Morgan Stanley  2004 - 2005
JAJ International   2002 - 2004
Goldman Sachs  2001 - 2001
Credit Suisse First Boston  1999 - 2001
Debevoise & Plimpton  1997 - 1999

Education
State University of New York at New Paltz

Hamilton Bullard Hamilton Bullard Greater New York City Area Details
Hamilton Bullard's UBS Investment Bank Experience February 1992 - November 1998
Job SelfEmployed
Industry Financial Services
Experience
HB LLC   January 2012 - Present
Greenwich Stamford Appraisals   January 2003 - January 2006
National Australia Bank  December 1999 - January 2002
ABN AMRO Bank N.V.   November 1998 - December 1999
UBS Investment Bank   February 1992 - November 1998
Manufacturers Hanover Trust  September 1989 - November 1991

Skills
Credit, Loans, Capital Markets, Portfolio Management, LBO, Hedge Funds, Valuation, Derivatives, Corporate Finance, Financial Modeling, Alternative Investments, Bloomberg, Banking, Financial Markets, Bonds, Commercial Banking, Credit Analysis, Financial Structuring, Economics, Strategy, Structured Finance, Mergers, Financial Services, Fixed Income, Finance, Investment Banking, Syndications, Risk Management, Investments, Strategic Financial...

Education
Saint Lawrence University   1985 — 1989
BA Cum Laude, Business/Managerial Economics

Groton School   1980 — 1985
Bachelor's degree, History

Penn Egbert Penn Egbert Greater New York City Area Details
Penn Egbert's UBS Investment Bank Experience January 2002 - January 2004
Job Director of Equity Research, Americas at Nomura
Industry Research
Experience
Nomura  July 2015 - Present
Nomura  February 2015 - July 2015
Barclays  September 2008 - February 2015
Lehman Brothers  August 2007 - September 2008
Dudack Research Group   January 2004 - August 2007
UBS Investment Bank   January 2002 - January 2004
PaineWebber  July 1999 - January 2002

Skills
Equities, Capital Markets, Equity Research, Product Management, Global Management, Quality Management, Series 24

Education
St. Lawrence University

Shifee Losacco Shifee Losacco Greater New York City Area Details
Shifee Losacco's UBS Investment Bank Experience 2005 - Present
Job Director at UBS
Industry Financial Services
Experience
UBS  July 2005 - Present
UBS - InSearch   2005 - Present
UBS Investment Bank   2005 - Present
Banc of America Securities  July 1990 - May 2005
Banc of America Securites   1990 - 2005
Montgomery Securities  1990 - 1997

Education
State University of New York at New Paltz   1979 — 1983
BA, Theatre Arts

Christine Barry Christine Barry Greater New York City Area Details
Christine Barry's UBS Investment Bank Experience December 2002 - Present
Job Director Americas Region Legal
Industry Financial Services
Experience
UBS Investment Bank   December 2002 - Present
Morgan Stanley  1999 - 2002
Legal Aid Society - Criminal Defense Division  1997 - 1999

Skills
Hedge Funds

Education
Saint John's University School of Law
JD, Law

Villanova University
BA

Joseph Lotito Joseph Lotito Greater New York City Area Details
Joseph Lotito's UBS Investment Bank Experience May 2012 - Present
Job Director Equity Finance at UBS
Industry Financial Services
Experience
UBS Investment Bank   May 2012 - Present
Barclays Capital  2009 - 2011
Goldman Sachs  August 2000 - August 2009

Education
Saint John's University - Peter J. Tobin College of Business
MBA

Saint John's University
Bachelor of Science

Zachary Phelps Zachary Phelps Greater New York City Area Details
Zachary Phelps's UBS Investment Bank Experience March 2009 - July 2010
Job Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley  July 2010 - Present
UBS Investment Bank   March 2009 - July 2010
UBS  October 2006 - November 2008
Thacher Proffitt & Wood LLP  September 2004 - October 2006

Education
St. John's University School of Law   2001 — 2004
J.D

Ilya Ustilovsky Ilya Ustilovsky Greater New York City Area Details
Ilya Ustilovsky's UBS Investment Bank Experience June 2008 - March 2009
Job Managing Director at KCG Holdings, Inc
Industry Financial Services
Experience
KCG Holdings, Inc.   April 2009 - Present
UBS Investment Bank   June 2008 - March 2009
Goldman Sachs  March 2003 - June 2008
Kiodex  2000 - 2003
New York University  September 1999 - June 2001

Skills
Derivatives

Education
Stanford University   1995 — 1999
PhD, Mathematics

Tel Aviv University   1991 — 1995
M.Sc., Mathematics

Tel Aviv University   1987 — 1990
B.Sc., Math/CS

Suzanne Small Suzanne Small Greater New York City Area Details
Suzanne Small's UBS Investment Bank Experience 2006 - Present
Job Executive Director at UBS
Industry Banking
Experience
UBS Investment Bank   2006 - Present
TD Securities  August 1997 - January 2006
Fox TV - WFLD Chicago   1993 - 1995

Skills
High Yield, LBO, Syndications, Investment Banking, Capital Markets, Fixed Income, Structured Finance, Credit Analysis, Derivatives, Bonds, Bloomberg, Credit Risk, Corporate Finance, Valuation

Education
University of Chicago   1995 — 1997
MBA, Finance & Accounting

St. John's College (NM)   1987 — 1991
BA, Liberal Arts / philosophy, math, classics

Steven Chin Steven Chin San Francisco Bay Area Details
Steven Chin's UBS Investment Bank Experience July 2004 - Present
Job Analyst at UBS Investment Bank
Industry Semiconductors
Experience
UBS Investment Bank   July 2004 - Present
Intel Corporation  2000 - 2004

Education
Stanford University   1996 — 2000
BS, Electrical Engineering

Mills High School   1992 — 1996

John Woolley John Woolley Chicago, Illinois Details
John Woolley's UBS Investment Bank Experience June 2006 - August 2006
Job VP Expansion and Business Development at Oak Street Health
Industry Hospital & Health Care
Experience
Oak Street Health  December 2014 - Present
The Boston Consulting Group  January 2014 - November 2014
The Global Fund  September 2013 - August 2014
The Boston Consulting Group  October 2011 - January 2014
Partners In Health  June 2013 - September 2013
NYSE Euronext  July 2010 - September 2011
Un Futuro Seguro   January 2006 - January 2010
UBS Investment Bank   June 2006 - August 2006

Education
Stanford University
B.A., Economics and Public Policy

Stanford University Graduate School of Business
MBA

David Kopec David Kopec Greater New York City Area Details
David Kopec's UBS Investment Bank Experience 2006 - November 2007
Job Director, Credit Risk Management at Bank of TokyoMitsubishi
Industry Information Technology and Services
Experience
MUFG Americas  August 2008 - Present
UBS Investment Bank   2006 - November 2007
UBS Investment Bank   2004 - 2005
UBS Investment Bank   2002 - 2003
SBC Warburg  1997 - 2002
Swiss Bank Corporation  1999 - 2000
Westpac  1994 - 1996
Westpac  1993 - 1994
Westpac  1991 - 1993

Skills
Business Analysis, Risk Management, Fixed Income, SDLC, Project Management, Investment Banking, Trading Systems, Financial Services, Databases, SQL, Credit Risk, Outsourcing, Program Management, CRM, Banking, Management, Trading, Cross-functional Team..., Back Office, Finance, Market Risk, Credit Derivatives, Derivatives, Capital Markets, FX Options, Interest Rate..., Structured Finance, Securities, Portfolio Management

Education
State University of New York College at Cortland   1980 — 1984

State University of New York - System

Edward Quackenbush Edward Quackenbush Greater New York City Area Details
Edward Quackenbush's UBS Investment Bank Experience 1988 - 2002
Job Associate Fixed Income Clearance at Jefferies and Company
Industry Banking
Experience
Jefferies and Company  March 2009 - Present
RBS Global Banking & Markets  August 2002 - January 2009
ABN Amro Inc / RBS Securities Inc   2002 - 2009
UBS Securities  1988 - 2002
UBS Investment Bank   1988 - 2002
UBS  1988 - 2002
Swiss Bank Corporation (a/k/a UBS)   1988 - 1998
Swiss Bank Corp  1988 - 1997

Skills
Mergers, Derivatives, Equities, FX Options, Swaps, Capital Markets, Alternative Investments, Hedge Funds, Series 63, Asset Managment, Portfolio Management

Education
St. Francis College   1970 — 1975

St Francis Prep   1966 — 1970

Chris Matheis Chris Matheis Greater New York City Area Details
Chris Matheis's UBS Investment Bank Experience 1998 - 2008
Job Thomson Reuters Elektron Hosting, Service Manager
Industry Information Technology and Services
Experience
Thomson Reuters  March 2012 - Present
MDSL  April 2010 - April 2012
DLK Consulting   July 2005 - April 2010
MDSL  2009 - 2010
UBS Investment Bank   1998 - 2008
Kibo Group   March 1999 - July 2005
Moneyline Telerate  2003 - 2004
Micrognosis  November 1995 - March 1999
Dow Jones Telerate  July 1991 - November 1995
Securities Industry Automation Corporation  November 1989 - July 1991

Education
State University of New York at New Paltz   1984 — 1988

Brian Orf Brian Orf Nashville, Tennessee Details
Brian Orf's UBS Investment Bank Experience November 2009 - Present
Job UBS
Industry Financial Services
Experience
UBS Investment Bank   November 2009 - Present
Morgan Stanley Bank Operations & RBS Global Banking & Markets   May 2009 - November 2009
Morgan Stanley  May 2005 - January 2009
Credit Suisse  July 2004 - May 2005
Morgan Stanley  December 1994 - July 2004

Skills
Prime Brokerage, Fixed Income, Middle Office, Derivatives, Back Office, Operational Risk..., Financial Services, Risk Management, Credit Derivatives, Securities Lending, Equities, Investment Banking, Settlement, CDS, Trading, Hedge Funds, Capital Markets, Operational Risk, Securities

Education
St. John's University, The Peter J. Tobin College of Business
B.S., Finance

Thomas Chung Thomas Chung San Francisco, California Details
Thomas Chung's UBS Investment Bank Experience 2007 - 2009
Job Vice President at Health Evolution Partners
Industry Venture Capital & Private Equity
Experience
Health Evolution Partners  2011 - Present
Crescent Capital Group, LP  2009 - 2011
UBS Investment Bank   2007 - 2009
Core Fund Management, LP   June 2006 - September 2006

Skills
Leveraged Finance, Hedge Funds, Structured Finance, Restructuring, Private Equity, Financial Modeling

Education
Stanford University   2003 — 2007
B.A. & B.S., Economics & Biomedical Computations

Joann Guidici Joann Guidici Greater New York City Area Details
Joann Guidici's UBS Investment Bank Experience April 2012 - Present
Job UBS
Industry Marketing and Advertising
Experience
UBS Investment Bank   April 2012 - Present
Prophet  September 2007 - April 2012
Citibank  2005 - 2007
JPMorgan Chase  July 2000 - December 2004
Mitchell Madison Group  1998 - 2000

Skills
Analytics, Business Strategy, Competitive Analysis, Market Research, Marketing Strategy, Segmentation, Strategy

Education
St. Joseph's College   2003 — 2005

Andrew Hamm Andrew Hamm Greater New York City Area Details
Andrew Hamm's UBS Investment Bank Experience July 1997 - May 2013
Job Global EquitiesRBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets  July 2013 - Present
UBS Investment Bank   July 1997 - May 2013

Skills
Equities, Investment Banking, Alternative Investments, Bloomberg, Capital Markets, Derivatives, Electronic Trading, Equity Derivatives, Equity Research, Equity Trading, Financial Markets, Financial Modeling, Fixed Income, Hedge Funds, Options, Securities, Series 7, Trading, Trading Systems, Valuation

Education
St. Lawrence University   1988 — 1991
BA, Political Science and Government

Bob Superty Bob Superty Greater New York City Area Details
Bob Superty's UBS Investment Bank Experience November 2005 - December 2008
Job Manager Gas Trading at National Grid
Industry Oil & Energy
Experience
National Grid  October 2011 - Present
National Grid  January 2009 - September 2011
UBS Investment Bank   November 2005 - December 2008
UBS Investment Bank   February 2002 - October 2005
Enron  August 1998 - January 2002
KeySpan  January 1993 - July 1998
Brooklyn Union Gas  February 1990 - December 1992

Education
St. Francis College

Eric Rosenberg Eric Rosenberg New York, New York Details
Eric Rosenberg's UBS Investment Bank Experience 2004 - 2006
Job Research Analyst at SAC Capital
Industry Financial Services
Experience
SAC Capital  February 2012 - Present
AllianceBernstein  April 2007 - February 2012
UBS Investment Bank   2004 - 2006

Skills
Fixed Income, Hedge Funds, Equities, Bloomberg, Capital Markets, Valuation, Financial Modeling, Investment Banking, Asset Management, Securities, Derivatives, Alternative Investments, Investments, Equity Research, Portfolio Management, Trading, Investment Management, Bonds, Asset Allocation, Mutual Funds, Medical Devices, Healthcare

Education
Stanford University   2000 — 2004
BA, International Relations

Edgemont High School   1996 — 2000

Edward Shrager Edward Shrager New York, New York Details
Edward Shrager's UBS Investment Bank Experience July 2010 - October 2012
Job Associate at The Raine Group
Industry Banking
Experience
The Raine Group  June 2015 - Present
IFC Asset Management Company  October 2012 - June 2015
UBS Investment Bank   July 2010 - October 2012
UBS Investment Bank   2009 - 2009
RAB Capital  October 2006 - July 2008

Skills
Investment Banking, Financial Modeling, Private Equity, Valuation, Capital Markets, Equities, Hedge Funds, Leveraged Finance, M&A experience, Emerging Markets, Investments, Corporate Finance, LBO

Education
Stanford University Graduate School of Business   2014 — 2014
Certificate in Innovation and Entrepreneurship, Entrepreneurship/Entrepreneurial Studies, N/A

University College London, U. of London   2007 — 2010
Bachelor of Science, Biomedical Sciences

Lisa Murray Lisa Murray Greater New York City Area Details
Lisa Murray's UBS Investment Bank Experience June 2012 - June 2014
Job Pre Sales Specialist at SunGard Financial Systems
Industry Financial Services
Experience
SunGard Financial Systems  June 2014 - Present
UBS Investment Bank   June 2012 - June 2014
Centerbridge Partners  January 2009 - November 2011
Basso Capital Management   August 2004 - October 2008
Goldman Sachs  August 1997 - April 2003
Credit Suisse  September 1986 - August 1997
ANZ  March 1985 - September 1986

Skills
Hedge Funds, Fixed Income, Middle Office, Securities, Portfolio Management, Back Office, Equity Derivatives, Investments, Bonds, Swaps, Syndications, Loans, CDS, Credit Risk, Credit, Financial Risk, Structured Finance, Risk Management, FX Options, Options

Education
St. John's University, The Peter J. Tobin College of Business   1992 — 2001
BS, Business Management

Catherine A Ludden Catherine A Ludden Greater New York City Area Details
Catherine A Ludden's UBS Investment Bank Experience 2001 - 2003
Job Independent Consultant
Industry Law Practice
Experience
Catherine A Ludden, Esq.   April 2003 - Present
UBS Investment Bank   2001 - 2003
Morgan, Lewis & Bockius LLP   1989 - 2001

Education
University of Minnesota Law School   1976 — 1979
JD

St. Olaf College   1967 — 1971
BA, Political Science/Spanish

Rebecca Kenary Rebecca Kenary Delray Beach, Florida Details
Rebecca Kenary's UBS Investment Bank Experience 1996 - 2000
Job Financial / Operational Consultant
Industry Nonprofit Organization Management
Experience
Women Leaders Forum of the Coachella Valley   2007 - 2012
UBS Investment Bank   1996 - 2000
Citibank  1986 - 1990
First National Bank of Chicago  1982 - 1986

Skills
Public Speaking, Budgets, Fundraising, Business Strategy, Event Management, Event Planning, Public Relations, Financial Analysis, Marketing Strategy, Research, Business Development, Marketing

Education
University of Chicago Graduate School of Business   1980 — 1982
Master of Business Administration (MBA), Finance

Stanford University   1975 — 1979
Bachelor of Arts (BA), Economics

Mark Ladzinski Mark Ladzinski Greater New York City Area Details
Mark Ladzinski's UBS Investment Bank Experience February 2013 - Present
Job Global Cost Controller and Head of IT Cost reporting and analysis
Industry Financial Services
Experience
UBS Investment Bank   February 2013 - Present
UBS  July 2005 - April 2013
Credit Suisse  May 1999 - July 2005
Merrill Lynch  October 1997 - May 1999
Prudential Financial  1993 - 1997

Skills
Capital Markets, Product Control, Forecasting, Finance, Analysis, Fixed Income, Financial Modeling, Financial Analysis, Financial Markets, Strategic Financial..., Middle Office, Financial Reporting, Internal Controls, Accounting, Corporate Finance

Education
St. John's University, The Peter J. Tobin College of Business   1994 — 1997
MBA, Finance

Saint John's University   1988 — 1992
BS, Accounting / Finance

Mario DiPreta Mario DiPreta Greater New York City Area Details
Mario DiPreta's UBS Investment Bank Experience 1992 - 2007
Job Head of Fixed Income Sales at Banca IMI/Intesa San Paolo
Industry Financial Services
Experience
Banca IMI/Intesa San Paolo   May 2012 - Present
Susquehanna International Group  December 2010 - December 2011
Commerzbank AG  April 2007 - October 2010
Dresdner Kleinwort  April 2007 - June 2009
UBS Investment Bank   1992 - 2007

Skills
Fixed Income, Bonds, CDS, Bloomberg, Structured Products, Interest Rate..., High Yield, Series 7, Emerging Markets, Rates

Education
St. John's University, The Peter J. Tobin College of Business
MBA, Finance

Adrian Wu, CFA Adrian Wu, CFA Greater New York City Area Details
Adrian Wu, CFA's UBS Investment Bank Experience April 2005 - June 2007
Job at Premium Point Investments
Industry Capital Markets
Experience
Premium Point Investments  April 2011 - Present
Deutsche Bank Securities  August 2007 - November 2010
UBS Investment Bank   April 2005 - June 2007
Citigroup Global Markets  July 2001 - April 2005
KPMG  1999 - 2001

Education
Stanford University   1998 — 1999
Master of Science, Engineering Economic Systems and Operations Research

University of Michigan   1994 — 1998
Bachelor of Science, Chemical Engineering

James Yao James Yao Greater New York City Area Details
James Yao's UBS Investment Bank Experience November 2002 - October 2007
Job Managing Partner at Southold Capital
Industry Investment Management
Experience
Southold Capital   March 2011 - Present
TransUnion  May 2009 - March 2011
UBS Investment Bank   November 2002 - October 2007
Bear Stearns  September 1996 - November 2001

Education
State University of New York College at Buffalo   1986 — 1991
BS / BA, Business Mang / Economics

Thomas Kochilas Thomas Kochilas Greater New York City Area Details
Thomas Kochilas's UBS Investment Bank Experience November 2008 - April 2009
Job Independant Securities Operations Consultant
Industry Financial Services
Experience
Deutsche Bank  April 2014 - Present
Safra National Bank  December 2013 - March 2014
Citi  November 2011 - October 2013
National Convention Services  July 2008 - February 2012
Bridgewater Associates  June 2011 - August 2011
UBS Investment Bank   November 2008 - April 2009
Merrill Lynch & Co  November 2005 - March 2008
Apogee Asset Management   September 2004 - July 2005
Commerce Bank  September 2001 - September 2004

Skills
Fixed Income Products, Treasury Management, Funding, Reconciliation, Inventory Management, Customer Service, Operational Risk..., Settlements, Event Management, Banking, FX, Pricing, Operations Management, Problem Solving, Derivatives, People Management, Change Management, PowerPoint, Credit, Back Office, Fixed Income, Team Leadership, MIS, Exchange Traded Funds, Metrics Reporting, Data Analysis, Business Intelligence, Business Process..., Microsoft Office, Matlab, Asset Management, Account Reconciliation, Settlement

Education
Stanford University
Professional Certificate, Strategic Decision and Risk Management

Brooklyn Technical High School
Regents Diploma, Electrical Engineering

State University of New York at Stony Brook
Bachelors, Pure Mathematics

Amanda Holland Amanda Holland San Francisco Bay Area Details
Amanda Holland's UBS Investment Bank Experience 2007 - 2008
Job Summer Strategy Intern at DigitalOcean
Industry Renewables & Environment
Experience
Baidu, Inc.   August 2015 - Present
DigitalOcean  June 2015 - August 2015
HelioPower  January 2013 - June 2014
Greenzu   2009 - January 2013
Brownson, Rehmus & Foxworth   2008 - 2009
UBS Investment Bank   2007 - 2008
FBR  2006 - 2006

Skills
Solar, Project Finance, Financial Analysis, Structured Finance, Oil&Gas, Portfolio Management, Renewable Energy, New Business Development, Start-ups, Environmental Policy, Financial Modeling, Energy Efficiency, Alternative Investments, Crowdfunding, Solar Energy, Alternative Energy, Business Development, Strategic Partnerships, Marketing, Business Valuation, Team Building, Business Strategy, Entrepreneurship, Oil/Gas, Finance, Investment Banking, Investments, Asset Management, Energy, Venture Capital, Cleantech

Education
Stanford University Graduate School of Business   2014 — 2016

University of Virginia
Bachelor of Arts (B.A.)

Maret School

Anthony Silvio Anthony Silvio Greater New York City Area Details
Anthony Silvio's UBS Investment Bank Experience December 2003 - April 2015
Job Director at TradeStation
Industry Financial Services
Experience
UBS Investment Bank   December 2003 - April 2015
ABN AMRO  June 2001 - December 2003
ING  July 1999 - June 2001
Bankers Trust  May 1994 - June 1999

Skills
Prime Brokerage, Equities, Securities Lending, Fixed Income, Capital Markets, Hedge Funds, Derivatives, Bloomberg, Trading, Securities, Trading Systems, Investment Banking, Equity Derivatives, Middle Office, Series 7, Options, Financial Markets, Investments, Finance, market security color, Stress Management, Sales & Distribution

Education
St. John's University, The Peter J. Tobin College of Business   1996 — 1999
MBA, Economics

St. John's University   1990 — 1994
Bachelor of Science (BS), Finance, General

Vincent Pravata, CPA Vincent Pravata, CPA New York, New York Details
Vincent Pravata, CPA's UBS Investment Bank Experience November 2003 - May 2009
Job Director of MBS Valuation Control
Industry Financial Services
Experience
Annaly Capital Management  May 2013 - Present
Citi  May 2011 - May 2013
Cerberus Capital Management  2009 - May 2011
UBS Investment Bank   November 2003 - May 2009
KPMG LLP  August 2001 - November 2003
Smith Barney  June 1999 - August 2001

Skills
Fixed Income, Derivatives, Bloomberg, Hedge Funds, Portfolio Management, Valuation, Equities, Bonds, Trading, MBS, Finance, Securities, Financial Risk, Options, Risk Management, Market Risk, Investments, ABS, CDS, Middle Office

Education
ST. JOHN'S UNIVERSITY   1995 — 1999
Bachelor of Science, Accounting

St. John's University   1995 — 1999
Bachelor's degree, Accounting

Ronald Davis Ronald Davis Greater New York City Area Details
Ronald Davis's UBS Investment Bank Experience March 2000 - May 2002
Job Sr Financial Analyst
Industry Financial Services
Experience
C*Nect   June 2014 - August 2014
MasterStreet   March 2014 - May 2014
Barclays Investment Bank  March 2013 - May 2013
NYU Langone Medical Center  April 2012 - June 2012
Nomura Securities  August 2005 - December 2011
ProcureStaff Technologies  July 2003 - August 2005
Glidden Resources   June 2002 - July 2003
UBS Investment Bank   March 2000 - May 2002
UBS Investment Bank   June 1999 - March 2000
Ernst & Young  September 1997 - May 1999

Skills
Financial Analysis, Financial Modeling, Finance, Forecasting, PeopleSoft, Oracle Hyperion Essbase..., PeopleSoft Query and PS..., SQL, VBA, Access, Microsoft Excel, MS Excel Pivot Tables, Project Management

Education
St. John's University, The Peter J. Tobin College of Business   1993 — 1997
BS, Accounting

Porawit Hongsuwan Porawit Hongsuwan Greater New York City Area Details
Porawit Hongsuwan's UBS Investment Bank Experience May 2012 - August 2012
Job Management Consulting Associate at Element22
Industry Financial Services
Experience
Element22  February 2015 - Present
LAC Group  October 2014 - December 2014
LAC Group  February 2014 - March 2014
UBS Investment Bank   May 2012 - August 2012
UBS  September 2011 - April 2012
APL  April 2009 - May 2009
Enconcept   2006 - 2007

Skills
Business Analysis, Database Management, Data Analysis, Database Design, Market Analysis, Marketing Communications, Web Design, Graphic Design, Research, Strategic Planning, Strategic Analysis, Business Objects, Microsoft Office, Logistics, Maritime, Air Freight, Transportation..., Transportation, Analysis, Project Management, Budgets, Microsoft Excel

Education
St. Mary’s University, Twickenham   2011 — 2012
Postgraduate Certificate, International Business Practice, with Merit

Thammasat University   2006 — 2010
BBA, International Business, Logistics, Transport

Triam Udom Suksa School   2002 — 2006

Bischöfliches Abtei-Gymnasium   2004 — 2005

Kenneth Rivera Kenneth Rivera San Francisco Bay Area Details
Kenneth Rivera's UBS Investment Bank Experience 1995 - 1998
Job Managing Director at Steel Horse Advisors
Industry Investment Banking
Experience
Steel Horse Advisors   2007 - Present
Cowen Group, Inc.   2005 - 2007
Société Générale   1999 - 2003
UBS Investment Bank   1995 - 1998
Cowen and Company  1991 - 1995
Morgan Stanley  1989 - 1991

Education
Stanford University   1985 — 1989
Bachelor of Arts (B.A.), Political Science

Molly Kang Molly Kang Greater Los Angeles Area Details
Molly Kang's UBS Investment Bank Experience June 2008 - August 2008
Job MBA Candidate, Stanford Graduate School of Business
Industry Retail
Experience
Reformation  July 2014 - August 2014
Guess?  September 2012 - June 2013
Bain & Company  October 2009 - July 2012
Journelle  October 2011 - April 2012
UBS Investment Bank   June 2008 - August 2008

Skills
Management Consulting, Business Strategy, Growth Strategies, Due Diligence

Education
Stanford University Graduate School of Business   2013 — 2015
Master of Business Administration (MBA)

Yale University
BA, Economics

Keenan Mitchell, MBA Keenan Mitchell, MBA Greater Philadelphia Area Details
Keenan Mitchell, MBA's UBS Investment Bank Experience April 2011 - August 2011
Job Government Pricing Analyst II at Shire
Industry Pharmaceuticals
Experience
Shire  May 2015 - Present
Shire Pharmaceuticals  September 2013 - May 2015
UBS Investment Bank   April 2011 - August 2011
UBS Investment Bank   August 2010 - August 2011
Temple University  September 2006 - August 2010

Skills
Business Development, Analysis, Data Analysis, Microsoft Office, Medicare Part D, Forecasting, Financial Analysis, Microsoft Excel, Microsoft Access, Business Analysis, Business Strategy, Access, Sales

Education
St. Mary’s University, Twickenham   2010 — 2012
MBA, International Business

Naresuan University   2011 — 2011
International Business practice

Temple University - Fox School of Business and Management   2006 — 2010
BBA, Finance, Economics

JENNIFER N. MCCANDLESS JENNIFER N. MCCANDLESS Greater New York City Area Details
JENNIFER N. MCCANDLESS's UBS Investment Bank Experience 1998 - 2007
Job Tender Option Bonds Specialist for Municipal Products at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets  October 2007 - Present
UBS Investment Bank   1998 - 2007

Skills
Fixed Income, Investment Banking, Derivatives, Municipal Bonds, Front Office Trading..., Back Office, Front Office, Front to Back Office, Middle Office, Microsoft Office, DTC, Administrative..., Office Administration, Access Database

Education
State University of New York at New Paltz   1992 — 1995
Bachelor, French & Spanish

Kip Pepper Kip Pepper Greater New York City Area Details
Kip Pepper's UBS Investment Bank Experience 1990 - 1996
Job Controller at Outpost Pines LLC
Industry Financial Services
Experience
Outpost Pines LLC (Formerly FIP Ventures LLC)   March 2014 - Present
UBS  2008 - 2013
UBS  2003 - 2008
UBS  1998 - 2003
UBS Investment Bank   1990 - 1996

Skills
Financial Controlling, Financial Accounting, Internal Controls, Deferred Compensation, Compensation & Benefit, Financial Reporting, Balance Sheet Review, P&L Analysis, Monthly Close Process, Business Partner Support, Accounts Payable, ADP Payroll, SAP, Microsoft Excel, Microsoft Word, Strategic Planning, Risk Management, Financial Analysis, Banking, Investment Banking

Education
University of Colorado Boulder   1996 — 1998
Master of Business Administration (MBA), Finance, General

St. Olaf College
Bachelor of Arts (BA)

Amer Saeed Amer Saeed Greater New York City Area Details
Amer Saeed's UBS Investment Bank Experience March 2008 - Present
Job Associate Director, NAS Regional Product Owner North America
Industry Investment Banking
Experience
UBS Investment Bank   March 2008 - Present
UBS Global Financial Services   2008 - Present
Citigroup  August 2006 - March 2008
Morgan Stanley, Technical Relationship Manager from SBS   January 2000 - August 2006

Skills
IT Strategy, Virtualization, Storage, Windows Server, Technical Support, NAS, Data Center, Vendor Management, ITIL, Disaster Recovery, Business Continuity

Education
State University of New York at New Paltz   1991 — 1995
BSEE, Electrical Engineering

Comprehensive

Rakesh Chowdhary Nagabhiru Rakesh Chowdhary Nagabhiru Greater New York City Area Details
Rakesh Chowdhary Nagabhiru's UBS Investment Bank Experience October 2009 - Present
Job Trade Support Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank   October 2009 - Present

Education
St. Mary's College   2011 — 2012
Post graduate in International Business practices, Strategic Management, Peoples Management, Financial Managment

Richard Capone Richard Capone United States Details
Richard Capone's UBS Investment Bank Experience CEO AmericasUBS Investment BankJanuary 1995 - January 2001
Job
Industry
Experience
UBS Investment Bank   CEO AmericasUBS Investment BankJanuary 1995 - January 2001

Education
St. John's University   1961 — 1965
BBA. and MBA, Ecnomics & Finance

Samuel Zhong Samuel Zhong Greater New York City Area Details
Samuel Zhong's UBS Investment Bank Experience March 2011 - April 2013
Job Analyst at Tiger Pacific Capital
Industry Investment Management
Experience
Tiger Pacific Capital   July 2015 - Present
Ward Ferry Management   August 2014 - September 2014
Tiger Pacific Capital   June 2014 - August 2014
UBS Investment Bank   March 2011 - April 2013
Deutsche Bank  July 2010 - March 2011
EY  July 2009 - December 2009

Skills
Financial Modeling, Due Diligence, Valuation, Business Strategy, Accounting, Economics, Investment Banking, Corporate Finance, Financial Analysis, LBO, Mergers & Acquisitions, Investments, Deal Execution, Negotiation, Greater China, Actuarial Consulting

Education
Stanford University Graduate School of Business   2013 — 2015
Master of Business Administration Candidate

香港中文大學   2006 — 2010
Bachelor of Business Administration (BBA), Insurance, Financial and Actuarial Analysis

University of California, Berkeley   2008 — 2008
Summer Student

University of Cambridge   2007 — 2007
Summer Student

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