UBS Investment Bank
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UBS Investment Bank Employees
UBS Investment Bank March 2015 - Present
PwC July 2011 - March 2015
Frazier & Rhea CPA Firm February 2010 - July 2011
Tower Acquisition 2008 - 2009
HSBC Bank 2003 - 2008
Berkshire Wireless January 1998 - January 2001
Skills
Auditing, Internal Controls, Accounting, Sarbanes-Oxley Act, Internal Audit, Financial Analysis, Financial Reporting, CPA, Management, Financial Accounting, Basel III, Business Analysis
Education
Belmont University 2010 — 2011
Master of Accountancy, MACC, 3.95
University of Massachusetts, Amherst
Bachelor of Arts, Philosophy
AIG September 2014 - Present
AIG May 2012 - August 2014
UBS Investment Bank June 2006 - May 2012
Skills
Regulatory Reporting, Risk Management, Financial Analysis, Financial Risk, Finance, Banking, Analysis, Portfolio Management, Corporate Finance
Education
Bentley College 2002 — 2006
Bachelor's Degree, Economics / Finance, Magna Cum Laude
UBS Investment Bank August 2008 - Present
Lord & Taylor June 2003 - August 2006
United States Postal Service June 2001 - June 2003
Skills
Fixed Income, Derivatives, Capital Markets, Equities, Investment Banking, Hedge Funds, Bloomberg, Series 7, Trading, Financial Markets, Portfolio Management, Financial Modeling
Education
University of Notre Dame 2006 — 2008
Master of Business Administration (MBA), Investments and Securities
Binghamton University 2001 — 2003
Bachelor of Science (BS), Finance, General
Bank of America December 2014 - Present
HSBC May 2014 - Present
HSBC January 2013 - Present
Royal Bank of Scotland September 2012 - October 2012
UBS February 2011 - May 2012
UBS Investment Bank 2007 - 2011
UBS Investment Bank 2001 - 2006
Union Bank of Switzerland 1997 - 2001
Loeb & Loeb LLP 1995 - 1997
Loeb & Loeb LLP 1991 - 1995
Skills
Securities, Corporate Governance, Litigation, Arbitration, Intellectual Property, Employment Law, Securities Regulation, Hedge Funds, Capital Markets, Private Equity, Derivatives, Equities, Financial Risk, Financial Services, FINRA, Dispute Resolution, Commercial Litigation, Corporate Law, Legal Advice, Policy, Financial Regulation, Legal Writing, Banking, Internal Investigations
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1985 — 1988
JD, Law
Cottingham High School (Sixth Form), E. Yorkshire, England 1982 — 1984
A-Levels
UBS Investment Bank October 2014 - Present
Management Consulting February 2014 - Present
Army National Guard August 2007 - Present
LetterLogic, Inc. June 2013 - February 2014
Saint Sampson Medical Clinic August 2011 - July 2013
Xerox January 2012 - June 2012
HCA March 2011 - January 2012
Belmont University August 2009 - August 2011
D9 Development July 2006 - May 2009
Dell 2004 - 2005
Skills
Leadership, Leadership Development, Project Management, C-Level Presentations, Negotiation, Purchasing, Due Diligence, Analysis, Sales, Project Planning, Auditing, Logistics, Customer Service, Team Building, Training, Team Leadership, Collective Bargaining, Microsoft Excel, PowerPoint, Process Improvement, Change Management, Strategic Planning, Forecasting, Management, Business Analysis, Human Resources, Access, Contract Negotiation, Strategy, Accounting, Government, Finance, Budgets, Networking, Program Management, Nonprofits, Operations Management, Data Analysis, Business Process..., Risk Management, Vendor Management, Microsoft Office, Financial Analysis, Cross-functional Team..., Business Development, Start-ups, Security Clearance, Outlook, Business Planning, Management Consulting
Education
Belmont University - Jack C. Massey Graduate School of Business 2009 — 2010
MA, Accounting
UBS Investment Bank November 2010 - Present
Fidelity Investments July 2010 - November 2010
Confluence International Inc., November 2006 - November 2010
Minnesota Department of Transportation November 2006 - June 2010
Patni Computer Systems June 2004 - August 2006
Patni Computer Systems 2004 - 2006
Skills
Servlets, Spring, Hibernate, JSP, J2EE, Core Java, JSF, Struts, EJB, Object Oriented Design, JDBC, JUnit, Ant, Tomcat, Design Patterns, JBoss, Web Services, Eclipse, Sun Certified Java..., Maven, PL/SQL, Flex, UML, Multithreading, JavaScript, Java Enterprise Edition, Java, SQL, Electronic Trading..., TCA, JBoss Application Server, JMS, Enterprise Architecture, SOA, Weblogic, Oracle, Unix, XML, SOAP, Subversion, Shell Scripting, Perl, Websphere, Spring Framework
Education
Bharathiar University 2000 — 2004
B.E, Information Technology
Government Higher Secondary School, Madukkur
DRU Consulting February 2014 - September 2014
UBS Investment Bank January 2011 - November 2013
Goldman Sachs June 2006 - April 2010
Cargill Investor Services September 1996 - September 2005
Cargill Investor Services 1992 - 2005
Cargill Investor Services 1994 - 1996
Skills
Options, Futures Trading, Interest Rate Hedging, Electronic Trading..., Hedge Funds, Commodity Markets, Algorithms, Market Analysis, Risk Management, Foreign Languages, Electronic Trading, Trading, Mergers & Acquisitions, Financial Markets, Equities, Investments, Commodity, Traders, Technical Analysis, Trading Systems, Derivatives, Equity Derivatives, Capital Markets
Education
Georgia Institute of Technology
Master's Degree, Management of Technology
Beijing University of Posts and Telecommunications
Master of Business Administration (M.B.A.), Global Leadership - Conducting Business in China, School of Economics and Management
Lake Forest Graduate School of Management
Master of Business Administration (M.B.A.), Business Administration and Management, General
Cornell College
B.A., English Language and Literature, General; Art History
St. George's School 1985 — 1988
High School
College Du Leman
High School
Waud Capital Partners August 2013 - June 2015
UBS Investment Bank July 2010 - July 2013
Asia Pacific Breweries July 2009 - August 2009
UBS Investment Bank June 2008 - August 2008
Actis June 2007 - August 2007
Partner 6 January 2007 - May 2007
AMP Capital June 2006 - August 2006
Skills
Strategy, Financial Analysis, Investments, Equities, Capital Markets, Valuation, Investment Banking, Bloomberg, VBA, Mutual Funds, LBO, Financial Modeling, Corporate Finance, Business Analysis, Finance, Private Equity, Business Development, Emerging Markets, Structured Finance, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
Tufts University 2006 — 2010
Bachelor of Science (BSc), Quantitative Economics
Beijing Foreign Studies University 2009 — 2009
Mandarin Chinese
Singapore American School 1994 — 2006
HS Diploma
MasterCard 2014 - Present
MasterCard 2010 - 2014
Liberty Mutual Group 2009 - 2010
UBS Investment Bank 2005 - 2009
Credit Suisse 2004 - 2005
Sony Music Entertainment 2001 - 2001
Skills
Product Management, Business Development, Business Strategy, Business Analysis, Product Development, Mobile Payments, Management, Emerging Technologies, Corporate Communications, Public Relations, Go-to-market Strategy, Digital Marketing, Business Process..., NFC, Commercialization, Predictive Analytics, Data Visualization, Big Data, Data Science, Applied Probability, Analytical Reasoning, Branding, Acceptance Development, Contactless Payments, EMV, Mobile Applications, Financial Modeling, Statistics, Benchmarking, Product Implementation, MSBI, Performance Dashboards, WebFOCUS, Performance Analysis, SharePoint Designer, PowerPivot, Data Mining, VBA, Macros, Strategy, Logic Programming, Applied Mathematics, Management Consulting, Consulting
Education
Binghamton University
School of Management, B.S. Business Management, Finance Concentration, International Studies Minor
Binghamton University - School of Management
Finance
University of New South Wales
Finance, International Business
Sound Point Capital Management, LP 2015 - Present
J.P. Morgan 2012 - 2015
UBS Investment Bank 2011 - 2012
UniCredit Markets & Investment Banking January 2011 - June 2011
UBS Financial Services Inc May 2009 - August 2009
UBS Financial Services Inc May 2008 - August 2008
Skills
Bloomberg, Morningstar, Microsoft Excel, Access, PowerPoint, Outlook, Microsoft Word, Fixed Income, Financial Modeling, Equities, Capital Markets, Hedge Funds, Finance, Valuation, Portfolio Management, Economics, Financial Markets, Investments, Trading, Market Risk, Credit, Wealth Management, Derivatives, Financial Analysis, Analysis, VBA, Accounting, Asset Management, Management, Financial Reporting, Corporate Finance
Education
Bentley University 2006 — 2010
Bachelor of Science, Economics-Finance
SunGard Financial Systems July 2015 - Present
Morgan Stanley October 2014 - May 2015
Jefferies LLC January 2014 - July 2014
HSBC Securities August 2010 - July 2013
Goldman Sachs June 2010 - July 2010
UBS Investment Bank November 2007 - September 2009
American Home Mortgage November 2006 - August 2007
CA March 2006 - September 2006
Lehman Brothers December 2004 - March 2006
Morgan Stanley April 2004 - December 2004
Skills
Business Analysis, Time Management, Microsoft Office, SDLC, Project Management, Credit, Options, Derivatives, Change Management, Settlement, Analysis, Process Improvement, Forecasting, Equities, Trading, Fixed Income, Sales, Portfolio Management, Business Process, Risk Management
Education
New York University 2013 — 2014
Professional Certificate, Project Management
Binghamton University 1999 — 2002
B.S., Economics
UBS Investment Bank February 2015 - Present
Bentley Investment Group September 2012 - December 2014
UBS Investment Bank June 2014 - August 2014
Battery Global Advisors February 2014 - May 2014
Hughey Center for Financial Services May 2013 - November 2013
Preston Todd Advisors May 2013 - July 2013
Finance & Credit Bank June 2012 - August 2012
Skills
Bloomberg, Financial Analysis, Valuation, Equities, Market Research, Capital IQ, Alternative Energy, Financial Modeling
Education
Bentley University 2011 — 2015
Bachelor of Science (BS), Finance, General, Sophomore
Pechersk School International
UBS Investment Bank March 2004 - Present
Charles Schwab Capital Markets November 2002 - March 2004
AT&T, Lucent Technologies, Bell Labs, IBM Global Services April 1997 - March 2001
Siemens April 1996 - April 1997
Wipro Infotech April 1991 - April 1996
Skills
Infrastructure..., Data Center, Program Delivery..., Service Delivery, Trading Systems, Market Data, Incident Management, Disaster Recovery, Infrastructure, IT Operations, IT Strategy, ITIL, Vendor Management, SDLC, IT Service Management, Enterprise Architecture, CRM, Business Impact Analysis, Performance Tuning, Unix, PMO, Low Latency, Solaris, Investment Banking, Sybase, Strategy, Project Delivery, Offshoring, Business Continuity, Exchange Connectivity, IT Management, Team Management, Electronic Trading, Release Management, Reference Data
Education
Bharathiar University
Bachelor's degree, Electrical, Electronics and Communications Engineering
Morgan Stanley Wealth Management October 2013 - August 2015
Caxton Associates February 2013 - May 2013
UBS Investment Bank July 2011 - January 2013
UBS Investment Bank June 2010 - August 2010
Skills
Series 7, 63, 55, 3
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2015 — 2018
Doctor of Law (J.D.)
Wesleyan University 2007 — 2011
Bachelor of Arts (B.A.), Mathematics/Economics
Merrill Lynch July 2013 - Present
UBS Investment Bank February 2011 - July 2013
UBS Investment Bank March 2007 - February 2011
Nomura 2004 - 2007
Skills
Relationship Management, Fixed Income, Client Strategy, Operational Risk..., Prime Brokerage, Equity Swaps, Offshore Management, Middle Office, Operational Risk, Strategy, Onboarding, Banking, Equities, Swaps, Hedge Funds
Education
Binghamton University 2000 — 2004
BS, Finance and Economics
UBS Investment Bank March 2006 - Present
Valmiki Capital Management May 2005 - October 2005
UBS Investment Bank November 2000 - May 2005
Paine Webber May 1997 - November 2000
Gruntal & Co. January 1990 - April 1997
Prudential-Bache Securities 1988 - 1990
Philips, Appel & Walden 1983 - 1988
Education
SUNY Buffalo Law School 1979 — 1982
Doctor of Law (J.D.)
State University of New York at Binghamton 1976 — 1979
Bachelor's degree, English Language and Literature, General
Emory University 1975 — 1976
Bank of America June 2013 - Present
Citi November 2012 - May 2013
Bank of America November 2010 - November 2012
UBS Wealth Management June 2010 - October 2010
UBS Investment Bank July 2008 - May 2010
UBS Investment Bank April 2007 - June 2008
Goldman Sachs April 2006 - April 2007
Goldman Sachs September 2004 - May 2006
Skills
Autosys, Linux, Windows, Sybase, Perl, Shell Scripting, Unix Shell Scripting, Unix, Data Modeling, Database Design, Oracle, JIRA, Sharepoint, Wiki, Microsoft Excel, SQL Server, PHP, Ksh, Bash, Awk, Sed
Education
Berhampur University 2001 — 2004
Masters In Computer Applications, Computer Technology/Computer Systems Technology
Khallikote College 1996 — 2001
Bachelor In Science, Botany (Hons), Zoology, Mathematics, Physics, Chemistry, English
St. Vincent's Convent School 1992 — 1996
ICSE, English, Science, Maths, History, Economics
S.C.B. Medical Public School 1989 — 1992
Harrow Public School 1985 — 1989
Peoples Securities Inc. December 2012 - Present
UBS Investment Bank March 2010 - February 2012
UBS Investment Bank March 2009 - March 2010
UBS Investment Bank April 2007 - March 2009
UBS Investment Bank February 2006 - April 2007
UBS Investment Bank December 2003 - February 2006
UBS Investment Bank May 2000 - December 2003
Brown & Company Securities June 1999 - May 2000
Skills
Series 7, Series 63, FINRA, FX Options, Capital Markets, Trading Systems, Equity Derivatives, Alternative Investments, Securities, Derivatives, Hedge Funds, Trading, Equities, Fixed Income, Swaps, Bloomberg, Investment Banking, Bonds, Interest Rate..., Prime Brokerage, Equity Trading, Financial Markets, Electronic Trading, Options, Hedging, Proprietary Trading
Education
Bentley University 1995 — 1999
Bachelor of Sciece, Finance
Textbookx.com August 2011 - Present
Akademos, Inc. August 2011 - Present
www.erinpcapuano.com 2000 - Present
UBS Investment Bank March 2010 - December 2010
Pershing April 2006 - March 2009
Lilith's Child Webzine lilithschild.net January 2000 - January 2006
Barnes & Noble, Inc. June 1996 - July 2004
United Retail Service 2003 - 2004
Consumer Guide Show August 2000 - July 2001
Skills
Copywriting, Editing, Customer Service, Social Media, Creative Writing, Microsoft Office, Publishing, Press Releases, Leadership, Online Research, Retail, Copy Editing, Newsletters, Call Center, Customer Experience, Online Journalism, Call Centers, Typing, Internet Research, Presentations, Twitter Marketing, Facebook Marketing, Tumblr, Pinterest, Online Marketing, Management, Higher Education, Textbooks, Client Services, Smartphones
Education
William Paterson University of New Jersey 1998 — 1999
N/A, English Writing
Bergen Community College 1995 — 1998
Associates Degree, English Literature
Lodi High School 1991 — 1995
High School Diploma, 9-12
UBS Investment Bank 2007 - 2009
Mahindra Satyam 2001 - 2004
Education
Bhavnagar University
Engineering Graduate, Information Technology, Business Process Management
Kendriya Vidyalaya
CBSE Board
Symbiosis Institue of Business Management
MBA, Marketing and Client Relationship
WHRW August 2011 - May 2015
Goldman Sachs June 2014 - August 2014
Student Association at Binghamton University August 2011 - May 2014
Silver Lane Advisors LLC May 2013 - August 2013
UBS Investment Bank January 2013 - May 2013
Merrill Lynch September 2012 - December 2012
RWTH Aachen University May 2012 - July 2012
Pennington Apothecary May 2009 - August 2010
Skills
Finance, Microsoft Excel, Radio Broadcasting, Microsoft Office, Investment Banking, Team Leadership, PowerPoint, Budgets, Statistics, Access, German, Equity Research, Mergers & Acquisitions, Audacity, Bloomberg Terminal, Customer Service, Booking Shows, Corporate Finance, Comparable Analysis, Financial Analysis, Windows Movie Maker, JavaScript, Editing, Social Networking, DCF Valuation, Financial Modeling, Survey Design, Data Analysis, Prezi, SAS, Capital IQ, Concerts, Promoters, Event Planning, Valuation, Investments, Media Planning
Education
Binghamton University 2011 — 2015
Bachelor of Science (B.S.), Financial Engineering
Rheinisch-Westfälische Technische Hochschule Aachen / RWTH Aachen 2012 — 2012
International Finance
Hopewell Valley Central High School 2007 — 2011
SFX Entertainment, Inc. May 2015 - Present
SFX Entertainment, Inc. January 2014 - May 2015
Dechert LLP June 2012 - December 2013
Simpson Thacher & Bartlett LLP October 2009 - June 2012
Simpson Thacher & Bartlett LLP May 2008 - August 2008
UBS Investment Bank June 2007 - August 2007
Skills
Corporate Law, Mergers & Acquisitions, Due Diligence, Private Equity, Capital Markets, Securities Regulation, Start-ups, Joint Ventures, Legal Research, Finance, Legal Writing
Education
Cornell Law School 2006 — 2009
JD
Leiden University 2008 — 2008
Binghamton University 2003 — 2006
BS
Loomis, Sayles & Company 2015 - Present
Fidelity Investments 2010 - 2015
First Wind 2009 - 2010
TransCanada 2007 - 2009
UBS Investment Bank 2005 - 2007
KPMG US 2003 - 2005
Skills
Valuation, Financial Modeling, Mergers & Acquisitions, Treasury, Corporate FP&A, Due Diligence, Portfolio Management, Strategy, Private Equity, M&A Modeling, Finance, Investments, M&A evaluation, Budget Forecasts, Hyperion Planning, MySQL, KPI Reports, Turnaround Strategy, Turnaround Specialist, Debt Restructuring, Debt Management, Cash Management, Cash Flow Forecasting, Business Strategy, Product Management, Financial Analysis, Financial Reporting, Financial Accounting, Strategic Planning, Business Development, Forecasting, Venture Capital, Accounting, Budgets, Risk Management, Equities, Hedging, Bloomberg, Capital Markets, Structured Finance, Structured Products, Executive Management, Swaps, Commodity, Asset Management, Hedge Funds, Corporate Finance, Financial Structuring, SQL, VBA
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.)
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science (M.Sc.), Finance
Bentley University
Bachelor of Science (B.Sc.), Finance, Minor Mathematics
The Fiduciary Group August 2008 - Present
UBS Investment Bank February 2007 - August 2008
Ernst & Young LLP October 2002 - February 2007
Skills
Equities, Accounting, Stocks, Financial Modeling, Valuation, Hedge Funds, Debt, Asset Management, Derivatives, Liquidity, Bloomberg, Mutual Funds, Investments, Financial Analysis, Portfolio Management, Financial Reporting, Alternative Investments, Investment Management, Private Equity, Equity Research, Asset Allocation, Fund Of Funds, Equity Valuation, Investment Advisory, Investment Strategies, Capital Markets, Fixed Income, Finance, Emerging Markets, Bonds, Wealth Management, Strategic Financial..., Investment Banking, Trading, Business Valuation, Options, Corporate Finance, Securities, Venture Capital, Due Diligence, Series 7
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2006
MS, Finance
Southern New Hampshire University 2000 — 2002
BS, Accounting
Suffolk University 1998 — 2000
Suffolk University - Sawyer Business School 1998 — 2000
Granite Properties March 2009 - Present
Merrill Lynch May 2004 - March 2009
UBS Investment Bank 2001 - 2003
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Real Estate Finance
Baylor University - Hankamer School of Business 1997 — 1999
BBA, Finance
Nuveen Investments October 2014 - Present
Mesirow Financial May 2012 - September 2014
Northern Trust October 2011 - May 2012
CBOE February 2010 - June 2011
CBOE February 2009 - February 2010
UBS Investment Bank 2002 - 2007
Citadel Investment Group 2000 - 2002
Skills
Data Warehousing, Oracle, ETL, Data Modeling, Database Design, Databases, SQL, Unix, Architecture, Data Architecture, SQL Tuning, Erwin, Unix Shell Scripting, Microsoft SQL Server, Perl, Business Intelligence, Enterprise Architecture, Performance Tuning, Informatica, Data Warehouse..., Software Project..., Agile Methodologies, XML, PL/SQL, Team Leadership
Education
University of Chicago 2003 — 2006
MS, Financial Mathematics
Belaruski Dziarzhauny Universitet 1988 — 1993
MS, Physics
MassMutual Financial Group June 2014 - Present
UBS Investment Bank June 2012 - May 2014
UBS Investment Bank June 2011 - August 2011
Skills
Equities, Corporate Finance, Financial Analysis, Bloomberg, Equity Research, Financial Modeling, Investments, Equity Valuation, Quantitative Analytics, Economics, Valuation, Portfolio Management, Investment Banking, Capital IQ, Mergers, Hold Series 7, Series 63, Series 86, Series 87
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2012
Master of Business Administration (MBA), Finance, Distinction
Bethany College 2006 — 2010
Bachelor of Arts, Economics and Mathematics
Thomson Reuters September 2014 - Present
Merrill Lynch May 2010 - August 2014
UBS Investment Bank May 2009 - May 2010
General Motors March 2008 - May 2009
Goldman Sachs February 2006 - February 2008
iNautix Technologies February 2004 - February 2006
Skills
Java, Threads, Electronic Trading, Order Management, Market Data, Trading Systems, Equities
Education
Institute Of Chartered Financial Accountants Of India 2007 — 2008
PGDM, Management
Bharathidasan University 1999 — 2003
Bachelors in Engineering, Computer Science
Sacred Heart Convent HIgher Secondary School 1985 — 1999
Higher Secondary
UBS Investment Bank August 2010 - Present
Houlihan Lokey June 2009 - August 2009
Houlihan Lokey Howard & Zukin June 2008 - July 2008
PricewaterhouseCoopers September 2004 - April 2008
Education
Cornell University - Johnson Graduate School of Management 2008 — 2010
Binghamton University 2000 — 2004
B.S., Accounting
Natixis CIB Americas December 2014 - Present
Espirito Santo Investment Bank -ES Investment Services April 2012 - September 2015
UBS Investment Bank June 2002 - July 2007
Deutsche Bank August 1998 - May 2002
Skills
Investment Banking, Capital Markets, Equities, Hedge Funds, Valuation, Corporate Finance
Education
University of North Carolina at Chapel Hill 1996 — 1998
Master of Business Administration (MBA), Finance, General
Bentley College 1985 — 1989
Bachelor of Science (B.S.), Finance, General
Credit Suisse November 2014 - Present
Credit Suisse November 2011 - Present
UBS Investment Bank April 2011 - September 2011
FDM Group January 2011 - March 2011
Binghamton University August 2009 - May 2010
Park Slope Day Camp June 2009 - August 2009
Yad V' Yad Inc. June 2004 - June 2006
Education
Binghamton University 2006 — 2010
B.S., Management - Concentrations in Finance and Marketing
Sullivan & Cromwell LLP September 2013 - Present
Sullivan & Cromwell LLP May 2012 - August 2012
Manhattan Legal Services July 2012 - July 2012
United States District Court for the District of Connecticut January 2012 - May 2012
UBS Investment Bank June 2011 - August 2011
Q-Bridge, Inc. August 2010 - June 2011
Q-Bridge, Inc. May 2010 - August 2010
Travelers Companies, Inc May 2009 - August 2009
Bentley College January 2007 - December 2008
Orange & Martorelli LLP, CPA June 2008 - August 2008
Skills
Legal Research, Microsoft Office, Microsoft Excel, Outlook, Analysis, Corporate Law, Financial Analysis, Microsoft Word, Nonprofits
Education
Quinnipiac University School of Law 2010 — 2013
Candidate for Juris Doctorate
Bentley University 2006 — 2010
Corporate Finance and Accounting, Minor: Law
Lorenzo De' Medici
Media General July 2015 - Present
UBS Investment Bank August 2012 - June 2015
UBS Investment Bank 2011 - 2011
Deutsche Bank July 2007 - April 2010
Education
Cornell University - Johnson Graduate School of Management 2010 — 2012
Binghamton University 2003 — 2007
B.S., Management, Concentration in Finance
TUDOR INVESTMENT CORPORATION May 2014 - Present
Credit Suisse September 2012 - May 2014
Goldman Sachs June 2011 - May 2012
Pragma Securities LLC July 2008 - June 2011
UBS Investment Bank April 2008 - July 2008
Morgan Stanley May 2005 - February 2008
Algorithmics Inc ( Fitch Group as of 1/25/2005) October 2001 - May 2005
Sun Microsystems September 2000 - October 2001
Algorithmics Inc October 1999 - September 2000
Global Crossing, Ltd. October 1998 - October 1999
Skills
Integration, Fisheye, Bamboo, Tortoise SVN, Tortoise CVS, SourceForge, Subversion, Solaris, Solaris Volume Manager, Solaris 8/9/10, Tomcat, Apache, Eclipse, CVS, Unix, Linux, Sun, SunOS, HP-UX, AIX, Red Hat Linux, Java, C, C++, Python, Perl, PHP, Ruby, Operating Systems, XML, TCP/IP, LDAP, Nagios, Procmon, Autosys, Cron, Veritas Volume Manager, LAMP, Unix Shell Scripting, Shell Scripting, Awk, Sed, Bash, Sybase, SQL, MySQL, Oracle SQL, FIX, Databases, Equities
Education
Binghamton University 1987 — 1992
B.S., Electrical Engineering
Rochester Institute of Technology 1992 — 1995
M.S., Computer Engineering
Rochester Institute of Technology 1995 — 1996
M.S., Computer Science
EnLink Midstream December 2012 - Present
Greenhill & Co. 2005 - 2012
UBS Investment Bank September 2001 - March 2005
Merrill Lynch June 2000 - September 2001
Skills
Mergers, Capital Markets, Debt Restructuring, Acquisitions, Financial Modeling, Energy, Cross-border..., Mergers & Acquisitions, Leveraged Finance, Valuation, Restructuring, Private Equity, Corporate Development, Finance
Education
Baylor University 1997 — 2000
Bachelor of Business Administration (BBA), Finance / Economics / International Business
Raymond James August 2008 - Present
UBS Investment Bank August 2000 - June 2008
Bear Stearns August 1995 - August 2000
Sabbatical - Global Travel February 1993 - July 1994
Goldman Sachs August 1986 - February 1993
Education
Binghamton University
B. Sc., Mathematics & Political Science
UBS Investment Bank April 2015 - May 2015
UBS Investment Bank August 2014 - November 2014
Skills
Microsoft Word, Microsoft Excel, PowerPoint, JavaScript
Education
Princeton University 2012 — 2017
Bachelor of Engineering (BEng), Operational Research and Financial Engineering, Sophomore
Beijing Normal University 2013 — 2013
Daewon Foreign Language High School 2009 — 2012
UBS Investment Bank August 2008 - Present
UBS Investment Bank December 2007 - August 2008
UBS Investment Bank January 2006 - December 2007
Private Client Resources, LLC March 2005 - December 2005
Skills
Financial Services, Financial Markets, Finance, Fixed Income, Equities, Foreign Exchange, Prime Brokerage, Hedge Funds, Emerging Markets, Derivatives, Structured Products, Financial Modeling, Financial Analysis, Business Intelligence, Business Analysis, Client Analysis, Business Strategy, Process Improvement, Offshoring
Education
CFA Institute 2015 — 2015
2016 Level II Candidate in the CFA Program Passed Level I of the CFA Program in 2015
Fairfield University 2004 — 2006
Master of Science (M.S.), Finance, (graduated magna cum laude)
Bay Path University 1998 — 2002
Bachelor of Science (B.S.), Information Technology Business Administration, (graduated magna cum laude)
UBS Investment Bank August 2011 - Present
Skills
R&D, Databases, Data Structures, Web Development, Strategic Planning, JavaScript, jQuery, Research, Front-end Coding, Software Development, Jive, Data Analysis, User Acceptance Testing, Quality Assurance, Big Data, Web Applications, Performance Testing, Software Engineering, Information Technology, Github, Technical Writing, C++, PowerPoint, Human Resources, SQL, Programming
Education
Binghamton University 2008 — 2010
★ Master of Science (M.S.), Computer Science
Beijing Information Science and Technology University 2004 — 2008
Bachelor’s Degree, Information Management & Information Systems
Northwestern Mutual May 2015 - Present
UBS Investment Bank June 2014 - January 2015
Capital Financial Group, LLC September 2013 - October 2013
Zycron May 2011 - July 2011
Skills
Process Improvement, SQL, Technical Recruiting, Customer Service, Access, SharePoint, Visio, Program Management, Microsoft Excel, Business Analysis, Microsoft Office, PowerPoint, Team Leadership, Financial Modeling, Microsoft Word, Leadership, Public Speaking, Social Media, Social Networking, Event Planning, Research, Social Media Marketing, Marketing, Finance, Financial Analysis, Sales, Teamwork, Management, Public Relations, Event Management
Education
Belmont University 2010 — 2014
Bachelor's, Accounting and Business/Management
Hampton University
Hampton University
AXA US July 2013 - Present
UBS Investment Bank September 2012 - July 2013
UBS Wealth Management November 2010 - August 2012
UBS February 2008 - November 2010
Special Olympics New York September 2006 - January 2008
MCI Turkiye January 2004 - May 2006
Skills
Program Management, Training, Vendor Management, Management, Project Management, Strategic Planning, Event Planning, Human Resources, Strategy, Corporate Events, Relationship Management, Marketing, Project Planning, CRM, Fundraising, Leadership Development, Coaching, Change Management, Organizational..., Public Relations, Budgets, Social Media, Team Building, Public Speaking, Team Management, Recruiting, Performance Management, Talent Management, Contract Negotiation, Contract Negotiations, Organizational Structure, Marketing Strategy, Marketing Communications, Corporate Communications, Curriculum design and..., Training Needs..., Classroom and..., Training Program Metrics, Myers-Briggs Certified, Event Management, Analysis, Employee Training, Leadership, Training & Development, Team Leadership, Process Improvement
Education
Montclair State University 2003 — 2006
Bachelor of Arts (B.A.), Communications and Marketing
Bilkent Üniversitesi 1998 — 2002
Bachelor's degree, English Language and Literature, General
The Peninsula Hong Kong May 2014 - August 2014
TCA Global Fund Management Group June 2013 - September 2013
Dittrich Management Group 2009 - 2013
UBS Investment Bank June 2011 - August 2011
Merovingian May 2009 - August 2009
Lake Naomi Club June 2007 - August 2007
Skills
Proficiency Chinese..., Basic Proficiency..., Mandarin, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Social Media, English, International Relations, Strategic Planning, Nonprofits, Marketing, Fixed Income, Trading, Management
Education
Florida International University 2014 — 2015
Master's degree, Hospitality Administration/Management
University of Miami - School of Business 2009 — 2013
BS, International Finance and Marketing
Beijing Language and Culture University 2011 — 2011
Proficiency, Chinese language
West Windsor South High School 2005 — 2009
Office of the Mayor of the City of New York January 2014 - Present
New York City Public Advocate February 2010 - December 2013
UBS Investment Bank November 2007 - September 2009
Skills
Government, Community Outreach, Politics, Event Planning, Community Development, Policy Analysis, Public Policy, Public Relations, Fundraising, Volunteer Management, Policy, Microsoft Office, Strategic Communications, Nonprofits, Public Speaking, Research, Program Development
Education
State University of New York at Binghamton 2002 — 2006
Political Science, Philosophy
Enlitic July 2015 - Present
リンカーンEnglish May 2014 - April 2015
Farmivore August 2012 - April 2014
UBS Investment Bank June 2012 - August 2012
Yale University January 2009 - May 2012
Kaiser Permanente June 2010 - August 2010
Skills
Entrepreneurship, Analysis, Marketing Strategy, Data Analysis, Product Development, Software Engineering, JavaScript, iOS, PowerPoint, Management, Strategy, Social Media, Public Speaking, Microsoft Excel, Microsoft Office, Marketing, Start-ups, Leadership
Education
Yale University 2008 — 2013
Political Science
南山大学 / Nanzan University 2011 — 2012
Beijing Normal University 2009 — 2009
Eze Software Group November 2013 - Present
Attic Media LLC June 2013 - Present
UBS Investment Bank April 2011 - December 2012
ICON International, Inc. May 2009 - August 2010
Pitney Bowes May 2007 - August 2008
Pitney Bowes June 2006 - February 2007
Skills
Six Sigma, Microsoft Excel, Microsoft Office, Adobe Creative Suite, Adobe Design Programs, Muse, Illustrator, Photoshop, Flash Animation, Access, Visio, Visual Studio, SQL, Java, Loan IQ, Business Objects, Microsoft Office..., Google Analytics, Google API, Pro Tools, Siebel, Mergers & Acquisitions, Graphic Design, Web Application Design, Logo Design, Creative Writing, C++, Analysis, PowerPoint, Project Planning, Mergers, Project Management, Event Planning, Financial Analysis, Financial Reporting, Marketing Strategy, Social Media Marketing, Brand Development, Research
Education
Binghamton University 2006 — 2010
BA, Finance/ Management Information Systems
The Masters School
CRT Capital Group LLC May 2001 - Present
UBS Investment Bank July 1997 - May 2001
Financial Industry Regulatory Authority February 1995 - July 1997
Salomon Brothers May 1990 - February 1995
Skills
Securities, FINRA, Hedge Funds, Series 7, Series 24, Capital Markets, Series 63, Fixed Income, Options, Alternative Investments, Equities, Trading, Derivatives, Asset Management, Bloomberg, Investments
Education
Fordham University - Graduate School of Business Administration 1993 — 1995
Master of Business Administration (MBA), Finance, General
SUNY Binghamton 1986 — 1990
Bachelor of Arts (BA), Economics
UBS Investment Bank May 2012 - Present
Minuteman Press 2009 - 2011
UBS Wealth Management 2000 - 2008
Merrill Lynch 1989 - 2000
Skills
Sales, Management, Customer Service, Marketing Strategy, Marketing, Social Media, Project Management, Series 7, Series 63, Strategic Planning, Outlook, Securities
Education
Rutgers University
Bachelor of Science, Major Criminal Justice / Minor Psychology
Scuola Leonardo da Vinci (Florence, Italy)
Certification of Advanced Italian Language
Bergen Community College
Associates Degree
UBS Investment Bank October 2013 - Present
Jefferies LLC June 2011 - October 2013
Noesis LLC June 2010 - December 2010
The Blackstone Group December 2009 - January 2010
China Securities Co., Ltd. June 2009 - August 2009
J.P. Morgan December 2007 - February 2008
Education
Stevens Institute of Technology
PhD Candidate, Financial Engineering
New York University
MS, Financial Engineering
Beijing Institute of Technology
BS, Physics
AbbVie October 2013 - Present
Horizon Technology Partners April 2012 - July 2013
UBS AG February 2008 - October 2011
UBS Investment Bank May 2001 - February 2008
WynWyn.com April 2000 - December 2000
AAOS American Academy of Orthopaedic Surgeons May 1991 - April 2000
Skills
Process Management, Asset Management, User Acceptance Testing, Procurement, Project Coordination, Process Improvement, Risk Management, Business Process..., Analysis, Cross-functional Team..., Negotiation, Project Management, Program Management, Business Analysis, SAP, IT Management, Asset Managment, ITIL, Vendor Management, Outsourcing, Stakeholder Management, Change Management, Strategic Planning, Software Documentation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1999
MBA, Marketing
Beloit College 1975 — 1979
BA, English Composition
Levine Leichtman Capital Partners June 2015 - Present
UBS Investment Bank July 2013 - April 2015
Peregrine Investments September 2012 - June 2013
UBS Investment Bank June 2012 - August 2012
Fulcrum Capital October 2011 - May 2012
Millennium Capital June 2011 - August 2011
UBS Investment Bank May 2011 - May 2011
Skills
Equities, Mergers & Acquisitions, IPO, Investments, Finance
Education
Southern Methodist University - Cox School of Business 2009 — 2013
BBA Finance, Summa Cum Laude, Minor in Chinese Language, Cumulative GPA: 3.91/4.00
Beijing Normal University 2010 — 2010
Mandarin Chinese Summer Language Prrogram
Fried Frank June 2011 - Present
Thomson Reuters September 2010 - June 2011
SDNY, Honorable Loretta A. Preska August 2009 - December 2009
Fried Frank May 2009 - July 2009
Sanford C. Bernstein March 2005 - August 2007
UBS Investment Bank October 2004 - March 2005
National Archives II College Park MD July 2003 - August 2004
Library of Congress August 2002 - July 2003
Skills
Intellectual Property, Legal Research, Legal Writing, Corporate Law, Trademarks, Copyright Law, Licensing, Westlaw, Patents, Mergers & Acquisitions, Due Diligence, Legal Advice
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2007 — 2010
JD, Law
The George Washington University 1998 — 2002
BA, English, Psychology
UBS Investment Bank July 2013 - Present
UBS Investment Bank June 2012 - August 2012
Intrinsic Valuation May 2011 - September 2011
UBS Investment Bank May 2011 - May 2011
Meridian Fund Services (Cayman) Limited 2010 - 2010
Event Networks June 2009 - August 2009
Education
Bentley University 2009 — 2013
theSkimm April 2014 - Present
UBS Investment Bank March 2013 - March 2014
UBS Investment Bank February 2011 - February 2013
Adelaide Business School March 2008 - November 2010
Mallesons Stephen Jaques July 2009 - July 2009
Citigroup November 2008 - February 2009
South Australian Parliament July 2007 - November 2007
Skills
Corporate Finance, Investment Banking, Mergers, Financial Modeling, Valuation, Financial Analysis, Mandarin, DCF, LBO, Due Diligence, Private Equity, Capital Markets, Mergers & Acquisitions, Equities, Finance, Business Development
Education
University of Adelaide 2004 — 2010
Bachelor of Laws with Honours (LLB.), Magna Cum Laude
University of Adelaide 2004 — 2008
Honours in Bachelor of Commerce (Hons.B.Com.), Finance, Magna Cum Laude
University of Adelaide 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government, Summa Cum Laude
Beijing Language and Culture University 2010 — 2010
Summer School, Mandarin
Pembroke School 1999 — 2003
International Baccalaureate
Citi Private Bank October 2014 - Present
J.P. Morgan Private Bank July 2011 - June 2013
UBS Wealth Management January 2008 - January 2011
UBS Wealth Management June 2007 - August 2007
UBS Wealth Management June 2006 - August 2006
UBS Investment Bank June 2005 - August 2005
Skills
Management, Financial Services, Investments, Finance, Financial Analysis, Equities, Hedge Funds, Capital Markets, Portfolio Management, Fixed Income, Alternative Investments, Investment Banking, Asset Management, Derivatives, Mutual Funds
Education
Bentley University
BS, Finance
Kent School
Rumsey Hall
UBS July 2014 - Present
UBS Investment Bank April 2000 - Present
UBS 2000 - Present
UBS March 2011 - July 2014
Asian Paints September 1998 - April 2000
Skills
Agile, Spring, SQL, Hibernate, Business Analysis, Java, JSP, C++, C#, Product Management, Business Objects, Perl, Solaris, Red Hat Linux, Agile Methodologies, SDLC, Software Development..., Sybase, Team Leadership, Unix, Unix Shell Scripting, Oracle, Software Project..., Enterprise Architecture, Requirements Analysis, Shell Scripting, Trading Systems, Project Management
Education
Scrum.org 2011 — 2011
Professional Scrum Master 1
Bharathidasan University 1992 — 1998
BS, Mathematics
St Joseph College , Trichy 1992 — 1998
MS, Computer science
National Institute of Information Technology 1994 — 1995
Honours Diploma in systems management, Computer Science, A
E R Higher Secondary School 1985 — 1992
Computers
Toastmasters International
Organizational Leadership
US Policy Metrics January 2012 - Present
UBS Investment bank August 2003 - January 2012
Procter Gamble 1997 - 2000
Education
Harvard Business School 2001 — 2003
MBA
Harvard University 2000 — 2001
Bilkent University 1991 — 1995
B Sc.
GE Treasury May 2011 - Present
GE Capital May 2011 - Present
RBS Global Banking & Markets April 2010 - May 2011
Bridgewater Associates July 2008 - November 2009
UBS Investment Bank September 2006 - May 2008
Cartesis September 1999 - September 2006
Accenture December 1996 - August 1999
Sodexho March 1995 - August 1996
State Street Bank December 1993 - March 1995
Skills
Risk Management, Business Analysis, Requirements Gathering, Business Process, Integration, Management, Analysis, SharePoint, Project Planning, Project Management, Process Improvement, Forecasting, PMO
Education
Bentley University 1994 — 1996
MBA
Bentley University
Bachelors
Northern Trust January 2013 - Present
BNY Mellon March 2012 - January 2013
UBS Investment Bank June 2007 - September 2011
Mizuho Capital Markets Corp. October 1992 - May 2007
Royal Bank of Canada March 1991 - October 1992
Skills
Derivatives, Middle Office, Credit Derivatives, Back Office, Rates, Operational Risk, People Development, Interest Rate..., Collateral Management, FX Options, Fixed Income, Credit Risk, Settlement, Swaps, Capital Markets, Structured Products, Equities, Prime Brokerage
Education
State University of New York at Binghamton 1985 — 1989
BA, Economics
Jefferies February 2015 - Present
UBS Investment Bank April 2012 - Present
Nexar Capital (now UBP Asset Management) January 2010 - May 2012
La Fayette Management USA, Inc. April 2007 - September 2009
RBC Capital Markets February 2003 - March 2007
Education
State University of New York at Binghamton 1998 — 2002
BS, Business Administration
BNP Paribas February 2014 - Present
UBS Investment Bank May 2013 - October 2013
RBC May 2012 - May 2013
Morgan Stanley April 2011 - April 2012
Etrade Financial July 2006 - April 2011
Deutsche Bank 2009 - 2009
Susquehana international group February 2005 - July 2006
UNX July 2003 - February 2005
Prudential Financial April 2000 - July 2003
Revlon 2000 - 2001
Skills
Trading Systems, SDLC, Business Analysis, Equities, Market Data, Electronic Trading, Project Management, Requirements Analysis, Vendor Management, Software Project..., Requirements Gathering, User Acceptance Testing, Agile Methodologies, Project Delivery, Visio, Options, Integration, Investment Banking, Equity Trading, Agile Project Management
Education
Montclair State University 1993 — 1996
B.S, Biochemistry
Bergen Community College 1991 — 1993
A.S., Biology
Indian embassy School
First Avenue Partners LLP July 2015 - Present
MLV & Co November 2014 - April 2015
First Avenue Partners LLP April 2012 - October 2014
Madison Williams and Company April 2011 - January 2012
Cowen and Company, LLC December 2007 - 2010
Cantor Fitzgerald May 2005 - March 2007
Banc of America Securities, LLC 2001 - 2005
UBS Investment Bank 1987 - 2001
Skills
Capital Markets, Hedge Funds, Securities, Investment Banking, Mergers, Private Equity, Private Placements, Securities Lending, Equities, Venture Capital, FINRA, Structured Products, Alternative Investments, IPO, Fixed Income, Asset Management, Due Diligence, Securities Regulation, Series 24, Derivatives, Equity Capital Markets, Investor Relations, Series 7, Financial Structuring, Emerging Markets, AML, Mergers & Acquisitions, Anti Money Laundering
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1986 — 1989
State University of New York College at Brockport 1979 — 1984
Gadarian & Cacy, PLLC August 2014 - Present
EY October 2013 - June 2014
Ernst & Young October 2009 - October 2013
BCRS Associates LLC May 2008 - April 2009
Court of Federal Claims July 2007 - August 2007
Eastern District of Pennsylvania June 2007 - July 2007
DIY Technologies October 2004 - July 2006
UBS Investment Bank August 2002 - April 2004
UBS Investment Bank July 2000 - August 2002
UBS 2000 - 2002
Skills
Legal Research, Investments, Corporate Finance, Private Equity, Due Diligence, Financial Modeling, Tax, Estate Administration, Estate Tax Planning, Gift Tax, Legal Writing, Tax Law
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2006 — 2009
Tulane University 2000 — 2001
Bachelor of Science (BS), Accounting and Finance
Tulane University - A.B. Freeman School of Business 1996 — 2000
BSM, Finance and Accounting
JPMorgan Chase & Co. May 2013 - Present
UBS Investment Bank February 2011 - April 2013
McGladrey December 2010 - February 2011
Alexander Mitchell & Associates October 2006 - February 2011
Korn/Ferry Futurestep 2010 - 2010
Hewitt Associates November 2005 - October 2006
MetLife Financial Services 2002 - 2005
Spherion 2000 - 2001
Skills
Financial Services, Talent Acquisition, Benefits Negotiation, Applicant Tracking..., Internet Recruiting, Screening Resumes, Executive Search, Screening, Employer Branding, Recruiting, Business Development, Sourcing, Finance, CRM, Recruitment Advertising, Onboarding, Contract Recruitment, College Recruiting, Talent Management, Cold Calling, Vendor Management, Interviews, Taleo, Consulting, SDLC, Leadership, Management, Management Consulting, Human Resources, Temporary Staffing, HR Consulting, Temporary Placement, Graduate Recruitment, Employee Relations, Hiring, Personnel Management, Staffing Services, Resume Writing
Education
Choate Rosemary Hall 1983 — 1987
Belmont Abbey College
University of North Carolina at Chapel Hill
Morgan Stanley November 2014 - Present
Barclays Investment Bank November 2013 - November 2014
Barclays Capital November 2009 - November 2013
Liquidnet June 2009 - November 2009
UBS Investment Bank September 2007 - March 2009
Freddie Mac May 2006 - August 2007
Skills
Autosys, Unix, Perl, Ksh, BMC Remedy, T-SQL, ClearQuest, Sybase, Release Management, Fixed Income, Unix Shell Scripting, SDLC, Reference Data, Production Support, Informatica, SQL, Business Analysis, Equities, Trading Systems, User Acceptance Testing, Databases, Testing
Education
University of Missouri-Rolla 2003 — 2005
MS, Computer Engineering
Bharathiar University 1999 — 2003
B.E, Electronics and Communication Engineering
AllianceBernstein May 2014 - Present
State Street February 2012 - May 2014
UBS Investment Bank January 2011 - February 2012
Thomson Reuters 2006 - 2011
Reuters 2001 - 2006
Skills
Valuation, Structured Finance, Derivatives, Equities, Fixed Income, Project Management, Market Data, Business Analysis, Risk Management, New Business Development, Data Operations, Outsourcing, Pricing, Dodd-Frank, European Markets, Emerging Markets, Collateral Management, Financial Markets, FX Options, Credit Derivatives, Bonds, Financial Services, Interest Rate..., Options, Structured Products, CDS, Operational Risk, Swaps, Requirements Gathering, Securitization
Education
University of Hartford
MBA
Bharathiar University
Masters, Financial Controls
New York Institute of Finance
New York University SCPS
GE Asset Management April 2012 - Present
BGC Partners September 2010 - April 2012
Danbury Animal Welfare Society December 2009 - December 2010
Evaluation Associates 2007 - September 2010
UBS Investment Bank 2006 - 2007
Boston Options Exchange 2003 - 2006
Tucker Anthony 1999 - 2001
Skills
Fixed Income, Derivatives, Options, Investment Banking, Emerging Markets, Swaps, Bloomberg, Equities, Alternative Investments, Portfolio Management, Trading, Investments, Mutual Funds, Securities, Due Diligence, Hedge Funds, Asset Management, Credit, Capital Markets, Relationship Management, Asset Allocation
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2006
MBA, Finance
Suffolk University 1998 — 2002
Bachelor of Science, International Economics
TIAA-CREF May 2014 - Present
J.P. Morgan February 2012 - February 2014
Religare Capital Markets August 2010 - November 2011
UBS Investment Bank 1997 - 2010
Skills
Equities, Trading, Bloomberg, Hedge Funds, Series 7, Capital Markets, Fixed Income, Derivatives, Financial Markets, Series 63, Investment Banking, Management, Securities, Investments, Equity Derivatives, Electronic Trading, Asset Management, Options, Trading Systems, Equity Trading, Investment Management, Emerging Markets, Candidate for CFP®..., Life, Accident, and..., Asian markets, International Sales, 2016 Level II CFA...
Education
State University of New York at Binghamton 1993 — 1997
Bachelor of Arts (BA), Economics
Mariner Investment Group LLC September 2007 - Present
UBS Investment Bank 2006 - 2007
IBM Global Services 2004 - 2006
Wachovia, A Wells Fargo Company 2000 - 2003
WeiserMazars LLP August 1998 - September 2000
Skills
Accounting, Auditing, Financial Reporting, US GAAP, Financial Modeling, Revenue Recognition, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Hedge Funds, Corporate Finance, Sales Compensation..., General Ledger, General Ledger..., System Migration, Collateral Management, Technical Accounting..., Experienced Business..., Excel Pivot, Access Database, Chart of Accounts, Internal Audit, FRx, Epicor, Hyperion Enterprise, Project Management, Management Accounting, Financial Forecasting, Forensic Accounting, Revenue Analysis, Revenue Streams, Fund Accounting, Fund Of Funds, Private Equity, Expense Allocation, Process Engineering, Public Accounting, Process Automation, VBA, Excel Macro Development, PeopleSoft, Data Migration
Education
Binghamton University - School of Management 1994 — 1998
Bachelor of Science (BS), Accounting
State University of New York at Binghamton 1994 — 1998
Bachelor of Science (BS), Accounting
UBS Investment Bank February 2009 - Present
Lehman Brothers October 2000 - November 2008
Lehman Brothers/Barclays Capital 2005 - 2008
Kibo Group, Inc. 2000 - 2005
Rich Inc. 1986 - 2000
Education
Binghamton University
Management Sciences for Health April 2009 - June 2009
UBS Investment Bank 2006 - 2007
Deutsche Bank Securities 2002 - 2005
ING Barings (ABN AMRO) 1999 - 2001
Benchmarking Partners 1997 - 1999
Skills
Event Management, Marketing, Account Management, Microsoft Office, Management, Project Management, Nonprofits, Event Planning, Marketing Strategy, Vendor Management, Negotiation
Education
Boston College 1991 — 1994
B A, Human Development Psychology, School of Education
Bentley University 1998 — 1999
Certificate, Meeting Management Program
Bancroft School 1986 — 1989
Diploma, College Prep
Credit Suisse February 2013 - Present
UBS Investment Bank May 2004 - January 2013
Merrill Lynch August 2001 - May 2004
Skills
Market Risk, Capital Markets, Finance, Fixed Income, Structured Products, Derivatives, Emerging Markets, Investments, Bloomberg, Credit Derivatives, Hedge Funds, Interest Rate..., Portfolio Management, Equities, Investment Banking, FX Options
Education
Binghamton University 1998 — 2001
B.S., Finance and Information Systems
University of Tartu 1996 — 1997
B.S., Economics
Lockheed Martin Information Technology February 2012 - Present
Commonwealth of Massachusetts October 2011 - February 2012
Biogen Idec February 2011 - October 2011
Dresser, Inc. July 2010 - February 2011
Lockheed Martin Information Technology June 2008 - June 2010
TIAA-CREF September 2006 - June 2008
BAE Systems IT April 2005 - August 2006
Sprint Nextel October 2003 - March 2005
UBS Investment Bank April 2002 - September 2003
Xerox Corporation April 2001 - March 2002
Skills
OBIA, OBIEE, Data Modeling, Informatica, Oracle Data..., Datastage, DAC, Oracle, SQL Server, Teradata, Data Warehousing, Siebel, Dimensional Modeling, Data Profiling, Erwin, ER/Studio, Databases, ETL, Business Intelligence, Cognos, Data Integration, BI Publisher, SDLC, Microsoft SQL Server, Business Requirements, Analytics
Education
Bharathidasan University 1998 — 2002
Master Of Computer Applications
Capco January 2013 - Present
Morgan Stanley May 2008 - January 2013
UBS Investment Bank April 2007 - May 2008
Accenture October 2000 - April 2007
Sanford C. Bernstein May 1998 - October 2000
Education
State University of New York at Binghamton
Accenture Interactive December 2014 - Present
Publicis October 2013 - November 2014
BBDO March 2011 - October 2013
JPMorgan Chase December 2010 - March 2011
thebigword January 2010 - December 2010
a Retail Marketing Solutions company October 2008 - December 2009
UBS Investment Bank January 2007 - October 2008
Translations.com 2006 - 2007
TransPerfect 2004 - 2006
Skills
Project Management, Project Planning, CMS, Integration, Cross-functional Team..., Mobile Applications, Agile Project Management, Software Project..., Management, Web Project Management, MS Project, HTML, Localization, User Experience, Digital Media, XML, Operations Management, SharePoint, Quality Assurance, Digital Project..., Interactive Projects, Project Implementation, Interactive Media, HTML/XML, HTML + CSS, VBA, PMBOK, MS Office Suite, PowerPoint, Trados, Business Management, Risk Management, Digital Marketing, MODx, JIRA, Program Management, Microsoft Office, Digital Strategy
Education
State University of New York at Binghamton 2002 — 2004
Master of Engineering
Mumbai University 1995 — 1999
Bachelor of Engineering
Nomura January 2015 - Present
J.P. Morgan July 2014 - Present
UBS Investment Bank October 2006 - Present
Goldman Sachs January 2006 - October 2006
IBM Global Services January 2004 - January 2006
Lionbridge 2002 - 2004
Infotech Financials Pvt. Ltd. February 2000 - June 2002
Skills
Requirements Analysis, Trading Systems, Fixed Income, Prime Brokerage, SDLC, Software Project..., Solution Architecture, Agile Methodologies, Service Oriented..., Spring, SOA, Java Enterprise Edition, Sybase, Enterprise Architecture, Scrum, Oracle, require, Core Java, Spring Integration, Concurrent Programming, Relational Databases, Application Architecture, J2EE Application..., Project
Education
Syracuse University - Martin J. Whitman School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Finance
National centre for software Technology 1998 — 2001
Computer Science
Bharati Vidyapeeth 1994 — 1998
Engineering
Citi January 2012 - Present
Societe Generale June 2007 - December 2011
UBS Investment Bank 2003 - 2007
Prudential Financial 1999 - 2003
Misys(Summit Systems) 1997 - 1999
Satyam 1993 - 1996
Skills
Leveraged Finance, Fixed Income, Capital Markets, Investment Banking, Trading Systems, Derivatives, SDLC, Microsoft Excel, IT Strategy, Structured Products, Integration, Leadership, CRM, Sybase, Credit Derivatives, Testing, Portfolio Management, Business Analysis, Interest Rate..., Market Data, Management, Equity Derivatives, Electronic Trading, Equities, Middle Office
Education
Bharathiar University 1990 — 1993
Master's degree
DonBosco
Barclays Investment Bank December 2013 - Present
GE Capital February 2012 - November 2013
UBS Investment Bank 2007 - 2011
UBS Investment Bank 2003 - 2006
UBS Investment Bank 2001 - 2003
UBS Investment Bank 1999 - 2001
UBS Investment Bank June 1998 - 1999
Legier & Materne 1998 - 1998
Roper Industries 1996 - 1997
Skills
Global Treasury..., Financial Management &..., Investments, Futures and Options..., Funding and Liquidity..., Global Business..., Acquisition Integration, Foreign Exchange..., Global Cash Management, Banking Relationships, Regulatory Affairs, Treasury, Operational Risk, Portfolio Management, Securities, Derivatives, Treasury Services, Managerial Finance, Capital Markets, FX Options, Fixed Income
Education
Loyola University New Orleans 1996 — 1997
MBA, Finance
Baylor University 1993 — 1995
Bachelor of Science, Biology
Wellington Management April 2012 - Present
Bridgewater Associates March 2008 - August 2011
Sailfish Capital Partners January 2006 - March 2008
UBS Investment Bank May 2005 - September 2005
Skills
Fixed Income, Trading, Interest Rate..., Trading Strategies, Equities, Bloomberg, Bonds, Swaps, Hedge Funds, Investment Banking, Financial Markets, Alternative Investments
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2006
MBA, International Business/Finance
Boston College 2000 — 2004
BS, Finance
Cognizant Technology Solutions July 2014 - Present
Cognizant Technology Solutions September 2011 - June 2014
Cognizant Technology Solutions November 2009 - September 2011
Wipro Technologies 2004 - December 2009
UBS Investment Bank 2006 - 2009
Marlabs 2003 - 2004
Skills
PMP, SDLC, Java Enterprise Edition, Software Project..., Requirements Analysis, Websphere, Oracle, Web Services, Weblogic, SOA, Agile Methodologies, Agile Project Management, PL/SQL, Solution Architecture, Hibernate, Spring
Education
Bharathidasan University 1996 — 2000
BE, Computer Science
RevTrax November 2013 - Present
UBS Investment Bank January 2009 - Present
Computershare August 2007 - December 2008
Ebates.com 2002 - 2007
Skills
Spring, Electronic Trading, Java, SQL Server, JUnit, Microsoft SQL Server, Agile Methodologies
Education
Boston University 1994 — 1997
Master of Divinity
State University of New York at Binghamton 1990 — 1994
BA, Music
Apollo Global Management LLC September 2013 - Present
Bank of America August 2012 - September 2013
Deutsche Bank April 2009 - August 2012
UBS Investment Bank August 2007 - April 2009
Ernst & Young January 2005 - August 2007
Skills
Valuation, Financial Modeling, Financial Analysis, Financial Reporting, Mutual Funds, Bloomberg, Equities, Equity Research, Capital Markets, Hedge Funds, Investor Relations
Education
University of Virginia 2005 — 2006
MS, Accounting
Bentley University 2001 — 2005
BS, Finance
Moody's Analytics August 2015 - Present
Moody's Analytics April 2014 - August 2015
JPMorgan Chase March 2012 - April 2014
UBS Investment Bank 2007 - March 2012
Skills
Fixed Income, Trading Systems, Derivatives, Investment Banking, Capital Markets, Equities, Prime Brokerage, Financial Markets, Business Analysis, Risk Management, Collateral Management, Bloomberg, Electronic Trading, Securities Lending
Education
Columbia University in the City of New York 2005 — 2007
MS, Computer Engineering
Bilkent University 2001 — 2005
BS, Computer Engineering
UBS Financial Services March 2009 - April 2015
UBS Financial Services October 2008 - March 2009
UBS Investment Bank September 2007 - October 2008
UBS Investment Bank September 2005 - September 2007
Skills
Fixed Income, Bonds, Series 7, Trading, Back Office, Derivatives, Series 63, Bloomberg, Securities, Hedge Funds, Investments, Capital Markets, Financial Modeling, Investment Banking, Equities
Education
State University of New York at Binghamton 2001 — 2005
Bachelor of Science (BS), Financial Economics
Ps 131 and Saint Francis Prep
UBS Investment Bank June 2009 - Present
UBS Investment Bank December 2006 - June 2009
Ateam Realty May 2003 - December 2006
Skills
Bloomberg, Middle Office, Fixed Income, Credit Derivatives, Securities, Derivatives, Swaps
Education
State University of New York at Binghamton 1999 — 2003
BS in Industrial and Systems Engineering
Coresecure February 2013 - Present
SRA International May 2010 - February 2013
L-3 Communications May 2009 - May 2010
UBS Investment Bank November 2006 - November 2009
GE Money October 2003 - November 2006
Beacon vision 2001 - 2004
SmartEnergy 2000 - 2001
TCS 1998 - 2000
Skills
Enterprise Architecture, SDLC, Agile Methodologies, SOA, Requirements Analysis, Authentication Protocols, Java, Java Enterprise Edition, Weblogic, PMP, Business Intelligence, Web Services, Software Project..., Oracle, Spring, UML, PL/SQL, Scrum, Data Modeling
Education
Bharathidasan University 1994 — 1997
Mount Sinai Medical Center April 2010 - Present
UBS Investment Bank 1999 - 2009
MADISON TECHNOLOGY GROUP 1996 - 1999
Digital Pathways 1991 - 1996
Skills
Windows Server, Servers, Citrix, Security, Windows 7, Enterprise Architecture, Infrastructure, Troubleshooting, Technical Support, Citrix Metaframe, Cluster, Hyper-V, Disaster Recovery, Software Installation, ITIL, Data Center, Active Directory, Vendor Management
Education
Bergen Community College
AS.PS.BUS.ADM
DeVry Technical Institute
Electronic Technology/Technician Diploma
Fast Track Leasing, LLC July 2014 - Present
The Zeus Organization January 2008 - Present
UBS Investment Bank August 2004 - October 2007
Assured Guaranty January 1999 - August 2004
Kaye Scholer LLP May 1996 - December 1998
U.S. Court of International Trade 1994 - 1996
Dun & Bradstreet 1989 - 1991
Skills
Asset Management, Investments, Securitization, Sales, Finance, Portfolio Management, Valuation, Alternative Investments, Capital Markets, Fixed Income, Management, Bonds, Structured Products, Securities, Equities, Private Equity, Strategic Partnerships, Derivatives, Financial Modeling, ABS, Structured Finance, Financial Structuring
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1991 — 1994
JD, Law
University of Michigan 1985 — 1989
BA, Economics
Morgan Stanley June 2010 - Present
UBS Investment Bank September 2007 - June 2010
Doublebridge Tech Inc February 2003 - September 2007
Skills
Java, System Design, Spring, Requirements Analysis, Software Development, Databases, OTC Clearing, Fixed Income, Trade Confirmation, CDS, IRS, FX trading, Hibernate, SOA, Sybase, SDLC, Equity Derivatives
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2013
Master, MBA
Mississippi State University 2000 — 2002
Master, Computer Science
Beihang University 1992 — 1999
Master's degree, Mechanical Engineering
Two Sigma Investments August 2008 - Present
UBS Investment Bank August 2006 - August 2008
Binghamton University September 2005 - May 2006
KBC Financial Products May 2005 - August 2005
Skills
Active Directory, Unix, Linux, Windows Server, Servers, Java, Networking, Technical Support, Troubleshooting, Microsoft Exchange, System Deployment, Software Installation, Windows XP, C, Visual Basic, Windows
Education
Binghamton University 2002 — 2006
BS, Computer Science
JPMorgan Chase & Co. October 2010 - Present
Wachovia June 2008 - October 2010
UBS Investment Bank 2002 - 2008
Skills
Derivatives, Commodity, Interest Rate..., Stress Testing, VAR, Bond Pricing, CCAR, Volker Rule, Basel III, Dodd-Frank, Basel II, Stress VAR, Accounting
Education
University of Houston
MBA, Finance
Bengal Engineering and Science University, Shibpur
Bachelor of Science (BS), Electrical, Electronics and Communications Engineering
Unbeatablesale.Com April 2015 - Present
DealerTrack October 2011 - April 2015
Barclays Capital October 2009 - September 2011
CHS Payroll February 2009 - October 2009
UBS Investment Bank April 2005 - February 2009
Oppenheimer & Co. 2003 - 2005
CIBC World Markets 2000 - 2003
Prudential Financial 1997 - 2000
Skills
Software Development, C#, WCF Services, REST, ASP.NET MVC, Razor, ASP.NET AJAX, Oracle SQL, Microsoft SQL Server, Sybase, CSS Javascript, jQuery, Java, SDLC, Business Intelligence, Automotive, Credit Bureau, Investment Banking, Capital Markets, Fixed Income, Equities, Derivatives
Education
COPE Institute 1997 — 1997
Diploma, Computer Programming
Beth Medrash Govoha 1992 — 1996
Master's degree, Rabbinical and Talmudic Studies
BNY Mellon February 2015 - Present
PIMCO October 2012 - January 2015
Passport Capital 2011 - 2012
The Blackstone Group 2009 - 2011
Federal Reserve Bank of New York May 2009 - November 2009
Goldman Sachs 2006 - 2009
UBS Investment Bank 2000 - 2006
Goldman Sachs 1995 - 1999
Skills
Management, Business Strategy, Recruiting, Leadership, Investment Banking, Valuation, Investments, Capital Markets, Business Development, Financial Modeling, Finance, Strategy, Equities, Fixed Income, Human Resources, Hedge Funds
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Binghamton University
UBS Investment Bank April 2007 - Present
Covansys January 2005 - July 2006
DSL Software September 2004 - December 2004
Kanbay India Pvt Ltd March 2004 - September 2004
Sterling Holiday Resorts April 2001 - August 2003
Skills
SDLC, Software Project..., Requirements Analysis, PL/SQL, Oracle, Business Intelligence, Sybase, Unix, Unix Shell Scripting, Business Analysis, SQL, Perl, Java
Education
Bharathidasan University 1999 — 2002
Master of Computer Applications (MCA)
University of Madras 1996 — 1999
Bachelor of Science (BSc), Physics
Endurance May 2011 - Present
Wall Street Systems January 2010 - May 2011
UBS Investment Bank February 2007 - August 2008
XL Global Services July 2001 - February 2007
Air Express Int'l 2001 - 2001
Peoples United Bank 1996 - 2000
Skills
Cash Management, Treasury Management, Account Reconciliation, Portfolio Management, Internal Controls, Cash Flow, Banking, Financial Risk, Forecasting, Financial Analysis, Finance, Treasury, Risk Management, Derivatives, Managerial Finance, Mergers, FX Options, Capital Markets, Cash Flow Forecasting, Treasury Services, Liquidity Management, Sarbanes-Oxley Act
Education
University of New Haven
MS- Financial Management
University of Bridgeport
BS Finance, Finance/ International Business
Berklee College of Music
J.P. Morgan May 2010 - Present
UBS Investment Bank January 2009 - April 2010
J.P. Morgan October 2005 - December 2008
Ortel Communications Ltd July 2004 - September 2005
Reliance Infocomm June 2002 - October 2004
Skills
Microsoft SQL Server, SDLC, .NET, C#, Oracle, Software Project..., Technical Leadership, Leading Development..., Business Analysis, SQL, VB.NET, ASP.NET, Databases, Team Management, Software Design, Goal Setting, Software Development, Unix, XML, Business Architecture, Project Management, Use Case Analysis, Data Warehousing, Business Process, Testing, Solution Architecture, IT Solutions, Data Migration, Data Analysis, Process Improvement, Teradata, Persuader, Managing Meetings, Delegation, Delegate Management, Team Leadership, Agile Methodologies, Sybase, Web Applications, Visual Basic, JavaScript, IIS, VBScript, SSIS, Requirements Analysis, SOA, Scrum, Agile Project Management, Agile Application...
Education
Bharathiar University
MCA, Computer Applications
Mahatma Gandhi University
BCA, Computer Applications
JPMorgan Chase & Co. January 2012 - Present
JPMorgan Chase & Co. August 2010 - December 2012
UBS Investment Bank March 2010 - August 2010
UBS Investment Bank March 2003 - February 2010
Fleet Securities (Bank of America) October 2002 - February 2003
Education
Bishop Heber College, Tiruchirappalli India (Bharathidasan University) 1993 — 1996
MCA, Computer Applications
PSG College of Arts & Science, Coimbatore India (Bharathiyar University) 1990 — 1993
BSc, Electronics
FactSet February 2015 - Present
Cigna February 2014 - February 2015
CIGNA June 2012 - February 2014
CIGNA June 2010 - June 2012
Sun Life Financial June 2009 - August 2009
Fundadministration April 2006 - July 2008
UBS Investment Bank April 2005 - March 2006
Goldman Sachs June 2004 - March 2005
Skills
Financial Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
MBA/MSF
Bentley University 2000 — 2004
B.S., Economics-Finance
Hollis Park Partners LP October 2014 - Present
The GreensLedge Group August 2012 - February 2013
KGS-Alpha Capital Markets, L.P. October 2010 - June 2012
UBS Investment Bank July 2007 - May 2008
UBS Investment Bank January 2006 - July 2007
Skadden Arps April 2001 - January 2006
Skills
Structured Products, Structuring, ABS, MBS, CLO, CDO, Structured Finance, Securitization, Financial Structuring, Residential Mortgages, Series 7, Hedge Funds, Credit, Capital Markets, Securities Regulation, Series 63, Fixed Income, Derivatives, Asset Management
Education
Cornell Law School
JD
Binghamton University
BA, Cum Laude
Stuyvesant High School
NYS Regents
Dalberg Global Development Advisors December 2013 - Present
Papa Gino's July 2013 - December 2013
UBS Investment Bank August 2010 - August 2011
Big Loud Shirt Industries - Music Publishing September 2008 - December 2009
International Entertainment Buyers Association (IEBA) May 2008 - October 2009
Nilaihah Records August 2006 - July 2007
Skills
Event Planning, PowerPoint, Promotions, Excel, Social Media, Word, Customer Service, Microsoft Office, Outlook, Event Management, Database Administration, Problem Solving, Mac, Administration, Production, Data Entry, Time Management, Licensing, International Project..., Copyright Registration, Royalties, Photoshop, Microsoft Word, System Administration, Budgets, Social Networking, Management, Leadership, Training
Education
St Mary's University, Twickenham - London 2010 — 2011
Masters of Business Administration, International Business Practice
Belmont University 2007 — 2010
Bacholer of Business Administration, Music Business
Deutsche Bank April 2014 - Present
HITCH September 2013 - December 2013
JP Morgan September 2010 - July 2013
Alliance Bernstein September 2009 - September 2010
UBS Investment Bank May 2005 - May 2009
Goldman Sachs 2000 - 2005
State of Connecticut 1998 - 1999
Skills
Finance, Securities, Hedge Funds, Fixed Income, Middle Office, Strategy, Equities, Prime Brokerage, Alternative Investments, Fund Administration, Asset Management, Capital Markets, Derivatives, Financial Services, Fund Of Funds, Mutual Funds, Private Equity, Trading
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1995 — 1998
JD, Law
McGill University 1991 — 1994
BA, Political Science
Monomoy Capital Partners September 2015 - Present
Nomura Securities September 2013 - August 2015
UBS Investment Bank March 2009 - July 2013
UBS Investment Bank November 2008 - November 2009
UBS Investment Bank August 2005 - November 2008
Fried Frank September 2001 - August 2005
Skills
Structured Finance, Credit, Investment Banking, Fixed Income, Derivatives, Structured Products, Bloomberg, Credit Derivatives, Financial Markets, Corporate Finance, Trading
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1998 — 2001
J.D., Corporate Law
University of Pennsylvania 1994 — 1998
B.A., Diplomatic History
Goshen Central school District July 2015 - Present
IS 254 January 2015 - July 2015
Icahn Charter 3 February 2014 - January 2015
Morgan Stanley Fund Services April 2008 - February 2014
UBS Investment Bank November 2004 - April 2008
Viking Global Investors May 2003 - December 2004
Skills
Hedge Funds, Fixed Income, Bloomberg, Equities, Prime Brokerage, Alternative Investments, Middle Office, Capital Markets, Swaps, Investment Banking, Series 7, Asset Managment, Derivatives, Fund Administration, CDS, Options, Series 63, Securities Lending, Securities, Investments, SWIFT payments
Education
Binghamton University 1991 — 1995
BS, Economics
East Meadow HS 1988 — 1991
JPMorgan Chase & Co. 2014 - 2015
JPMorgan Chase & Co. 2013 - 2014
JPMorgan Chase & Co. 2011 - 2013
Nomura Securities 2010 - 2011
UBS Investment Bank 2003 - 2010
Deutsche Bank Securities 1999 - 2003
Skills
Financial Analysis, Financial Reporting, Capital Markets, Financial Regulation, Financial Modeling, Equities, CCAR, Retail Banking, Basel III, Basel I
Education
The George Washington University 1992 — 1994
Master of Arts (M.A.), International Relations and Affairs
Binghamton University 1986 — 1990
Bachelor of Arts (B.A.), Political Science and Government and French
Faculté de Lettres, Aix-en-Provence France 1989 — 1989
French Language and Literature
Bloomberg LP September 2014 - Present
Goldman Sachs September 2013 - August 2014
UBS Investment Bank August 2011 - September 2013
Stevens Institute of Technology August 2006 - August 2011
Skills
Matlab, Embedded Systems, C++, Digital Signal..., Algorithms, Linux, Programming, Machine Learning, Python, Java, C, Simulations, SQL, Unix, Data Mining, Mathematica, Databases, Software Engineering, Perl, Mathematical Modeling, R, Distributed Systems
Education
Stevens Institute of Technology 2006 — 2011
Doctor of Philosophy (PhD), Mechanical Engineering
Beijing University of Technology 2003 — 2006
MS, Mechanical Engineering
Xi'an Jiaotong University 1999 — 2003
BS, Mechanical Engineering
RBC Capital Markets February 2014 - Present
PIMCO May 2013 - November 2013
UBS Investment Bank March 1997 - January 2013
Skills
Administrative..., Office Management, Outlook, Travel Arrangements, Microsoft Excel, Calendars, PowerPoint, Office Administration, Access, Calendaring, Concur, Administrative...
Education
Berkeley College 2007 — 2011
Bachelor's degree, Human Resources Management/Personnel Administration, General
Marist College
Bachelor's degree, Business Administration and Management, General
Citigroup January 2013 - Present
Citigroup January 2011 - December 2012
UBS Investment Bank September 2009 - January 2011
Ernst & Young September 2003 - July 2007
Skills
Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Business Valuation, Due Diligence, Investment Banking, Private Equity, Mergers, Capital Markets, Bloomberg, IPO, Financial Reporting, M&A experience, Divestitures, Derivatives, Hedge Funds, Accounting, Finance, Equity Research
Education
Jones Graduate School of Business, Rice University 2007 — 2009
MBA, Finance
Baylor University 1998 — 2003
BBA, Accounting & Finance
Spreadtrum February 2015 - Present
Tensorcom June 2011 - February 2015
UBS Investment Bank June 2011 - September 2011
Broadcom 2010 - 2010
Skills
Analog Circuit Design, Cadence Virtuoso, Circuit Design, CMOS, ASIC, Analog, Matlab, RF, Semiconductors, C, Wireless, IC, Signal Processing, Mixed Signal, PLL, SERDES, Amplifiers
Education
University of California, Los Angeles 2008 — 2010
Master of Science (MS), Electrical and Electronics Engineering
University of California, Irvine 2007 — 2008
Bachelor of Science (BS)
Beihang University 2004 — 2007
High School of Peking University 1998 — 2004
Santander Bank, N.A. August 2015 - Present
UBS Investment Bank April 2015 - July 2015
AIG March 2015 - April 2015
Citi June 2014 - December 2014
SMBC Capital Markets February 2014 - May 2014
BNP Paribas May 2013 - January 2014
Asset and Resource Management Company Ltd. (ARM Investment Managers) September 2012 - March 2013
State Street May 2010 - August 2012
Deutsche Bank December 2008 - October 2009
JPMorgan Chase July 2007 - December 2008
Skills
Fluent in Spanish, Speak Portuguese and..., Speak Chinese and..., Derivatives, Risk, Capital Markets, Commodities, Basel II, Credit Risk, Fixed Income, Operational Risk, Hedging, Risk Management, Equities, Financial Markets, Internal Audit, Operational Risk..., Asset Management, Trading, Banking, Credit, Compliance, Valuation, SOX, Financial Modeling, Financial Analysis, ALM, Enterprise Risk..., Portfolio Management, Bloomberg, Due Diligence, Financial Reporting, FX, Investment Banking, Structured Products, Risk Assessment, Options, Back Office, Credit Analysis, Insurance, Internal Controls, Audit, AML, Risk Mitigation, Wealth Management, Investments, Interest Rate..., Interest Rate Hedging, Interest Rate Swaps, Hedge Funds
Education
Terra Kulture 2012 — 2015
Yoruba, Beginners
NY City Educational Instructor 1999 — 2013
Bilingual Certification in Spanish, Primary Education, First Grade through High School
Beijing Foreign Studies University 2000 — 2008
Chinese (Mandarin), Mandarin, Japanese, Vietnamese
Fordham University School of Business 1986 — 1987
MBA Program, Finance
University of Navarre, Pamplona, Spain 1981 — 1982
Diploma-I.L.C.E., Hispanic Studies
College of the Holy Cross 1977 — 1981
BA, Economics
Ossining, NY OVAC- EMT
Emergency Medical Technician, First Responder, Basic First Aid- some advanced methods
JPMorgan Chase May 2012 - Present
UBS Investment Bank June 2007 - May 2012
Meridian Technologies 2006 - 2012
Jackson National Life February 2006 - May 2007
Axes Technologies (I) Pvt Ltd March 2002 - December 2005
XML Frameworks March 2000 - April 2002
Skills
Hibernate, Struts, PL/SQL, Eclipse, Unix, JMS, Oracle, Java, Spring, Ant, XML, EJB, Requirements Analysis, Weblogic, SQL
Education
Bharathidasan University 1997 — 1999
M.Sc., Computer Science
Nagarjuna University 1993 — 1996
Bachelor of Science (B.Sc.), Computer Science
KRR Junior College 1991 — 1993
Intermediate, Mathematics, Physics and Chemistry
SB Puram High School 1990 — 1991
10th
Intuit 2012 - Present
Wells Fargo 2009 - 2012
Wipro Technologies July 2004 - July 2009
Union Bank of Switzerland 2007 - 2009
UBS Investment Bank 2007 - 2009
Skills
Websphere, Java Enterprise Edition, JMS, Hibernate, Struts
Education
Bharathiar University
XR Trading April 2012 - Present
Harper College December 1994 - Present
SmartSignal November 2010 - April 2012
TD Options January 2010 - October 2010
TD Options September 2009 - January 2010
TD Options October 2008 - September 2009
TD Options December 2007 - September 2008
UBS Investment Bank 2005 - November 2007
Goldman Sachs 2000 - 2005
Education
Benedictine University 2004 — 2007
MBA, MBA - Concentration in Management Consulting
North Central College
MSCS, Computer Science
Illinois Benedictine College 1983 — 1987
B.S., Computer Science & Mathematics
Deutsche Bank August 2014 - Present
UBS Investment Bank April 2011 - August 2014
Canon Business Solutions September 2010 - March 2011
Skills
Corporate Finance, Equities, Financial Analysis, Financial Risk, Microsoft Excel, Process Improvement, Securities, Tax, Tax Returns
Education
State University of New York at Binghamton 2006 — 2010
Financial Economics, Financial Economics
Open Link Financial July 2007 - Present
UBS Investment Bank September 2006 - July 2007
Time Warner Inc. May 2005 - November 2006
Barnes & Noble Inc March 2001 - June 2002
Skills
Business Analysis, SQL, Requirements Analysis, Requirements Gathering, Trading Systems, SDLC, Software Project..., Derivatives, Testing, Business Process..., Test Planning, Analysis, Fixed Income, Capital Markets, Investment Banking, Databases, Agile Methodologies, Financial Risk, Risk Management, SWIFT Messaging
Education
City University of New York-Brooklyn College 2002 — 2005
MS, Information System
State University of New York at Binghamton 1998 — 2001
BS, Computer Science
Morgan Stanley Wealth Management August 2011 - Present
Citigroup Global Markets August 2008 - August 2010
Credit Suisse First August 2007 - July 2008
UBS Investment Bank March 2006 - July 2007
Credit Suisse First September 2005 - March 2006
JPMorgan Chase September 2000 - March 2005
JP Morgan Chase & Company September 2000 - March 2005
Skills
Fixed Income, Middle Office, Derivatives, Equities, Mutual Funds, Hedge Funds, Risk Management, Swaps, Investment Banking, Securities, Trading, Access, Financial Risk, Settlement, CDS, Portfolio Management, Financial Services, Interest Rate..., Interest Rate Swaps, Alternative Investments, Foreign Exchange, Fund Of Funds, Credit Derivatives, Investments, Banking, Account Reconciliation, Wealth Management, Relationship Management, Structured Products
Education
Binghamton University 1993 — 1997
BA, Economics
UBS Investment Bank March 2013 - Present
MF Global September 2011 - February 2012
FINRA April 1999 - May 2011
New York County District Attorney's Office August 1991 - April 1997
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1988 — 1991
J.D., Law
Brandeis University 1984 — 1988
B.A., English and American Literature
Macquarie Group November 2014 - Present
UBS Investment Bank November 2013 - October 2014
Hawkins Delafield & Wood LLP September 2012 - November 2013
Education
Bentley University
Bachelor of Science, Economics-Finance
UBS Investment Bank April 2014 - Present
Dell Services November 2010 - March 2014
Dell Services October 2006 - November 2010
Steria December 2005 - October 2006
Yalamanchili Consultancy Services Pvt Ltd April 2004 - December 2005
Skills
Software Project..., SDLC, Investment Banking, Sybase, Unix Shell Scripting, SQL, Software Development, PL/SQL, Unix, Oracle, Requirements Analysis, Microsoft SQL Server, Requirements Gathering
Education
Bharathidasan University 2002 — 2004
M.Sc, Cyber Technology
Madurai Kamaraj University 1999 — 2002
B.Sc, Computer Science
Wells Fargo Global Fund Services May 2012 - Present
Wells Fargo Bank January 2008 - Present
Wells Fargo Bank January 2007 - January 2008
Wells Fargo Bank January 2006 - January 2007
Wells Fargo Bank January 2005 - January 2006
UBS Investment Bank August 2004 - December 2004
Merrill Lynch January 2004 - June 2004
Skills
Bloomberg, Account Reconciliation
Education
Bethel University 2000 — 2004
Bachelor of Arts, Business Marketing and Human Resources Management Emphasis