UBS Investment Bank
UBS Investment Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at UBS Investment Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
UBS Investment Bank Salaries. You can even request information on how much does UBS Investment Bank pay if you want to. Learn about salaries, pros and cons of working for UBS Investment Bank directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
7,864 UBS Investment Bank employees in database. Find out everything there's to know about UBS Investment Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
UBS Investment Bank Employees
Employee
Years
Job
Industry
Radhika Gnanaprakash, PMP, CSM Radhika Gnanaprakash, PMP, CSM's UBS Investment Bank Experience November 2006 - February 2008
Job IT Project Manager
Industry Information Technology and Services
Experience
Convey Health Solutions July 2013 - Present
Sheridan Healthcorp October 2012 - June 2013
Sunpass June 2011 - September 2012
Campus Management Corp December 2010 - May 2011
Smith Breeden Associates February 2008 - December 2010
UBS Investment Bank November 2006 - February 2008
Skills
Visio, Business Analysis, Use Case Analysis, Requirements Gathering, Agile Methodologies, SSRS, Requirements Analysis, SQL, Microsoft SQL Server, Systems Analysis, Software Project..., XML, Analysis, Project Management, Scrum, Project Planning, SDLC, Vendor Management, Process Improvement
Education
Stevens Institute of Technology 2004 — 2006
Master of Science (MS), Management Information Systems, General
Visvesvaraya Technological University, Bangalore 1999 — 2003
Bachelor of Science (BS), Computer and Information Sciences, General
Convey Health Solutions July 2013 - Present
Sheridan Healthcorp October 2012 - June 2013
Sunpass June 2011 - September 2012
Campus Management Corp December 2010 - May 2011
Smith Breeden Associates February 2008 - December 2010
UBS Investment Bank November 2006 - February 2008
Skills
Visio, Business Analysis, Use Case Analysis, Requirements Gathering, Agile Methodologies, SSRS, Requirements Analysis, SQL, Microsoft SQL Server, Systems Analysis, Software Project..., XML, Analysis, Project Management, Scrum, Project Planning, SDLC, Vendor Management, Process Improvement
Education
Stevens Institute of Technology 2004 — 2006
Master of Science (MS), Management Information Systems, General
Visvesvaraya Technological University, Bangalore 1999 — 2003
Bachelor of Science (BS), Computer and Information Sciences, General
Prateek Batra Prateek Batra's UBS Investment Bank Experience April 2013 - October 2013
Job Investment Banking Analyst at JP Morgan
Industry Investment Banking
Experience
J.P. Morgan Securities October 2015 - Present
J.P. Morgan October 2013 - September 2015
UBS Investment Bank April 2013 - October 2013
Symbiosis Institute of Business Management Pune June 2011 - March 2013
Multi-Act Equity Research Services Pvt. Ltd. April 2012 - June 2012
Infosys November 2009 - May 2011
Education
Symbiosis Institute of Business Management 2011 — 2013
Master of Business Administration (MBA), Finance, General, 3.276/4.00
University of Rajasthan 2005 — 2009
Bachelor of Engineering (B.E.), Computer Engineering
Greenfields Public School 1993 — 2005
J.P. Morgan Securities October 2015 - Present
J.P. Morgan October 2013 - September 2015
UBS Investment Bank April 2013 - October 2013
Symbiosis Institute of Business Management Pune June 2011 - March 2013
Multi-Act Equity Research Services Pvt. Ltd. April 2012 - June 2012
Infosys November 2009 - May 2011
Education
Symbiosis Institute of Business Management 2011 — 2013
Master of Business Administration (MBA), Finance, General, 3.276/4.00
University of Rajasthan 2005 — 2009
Bachelor of Engineering (B.E.), Computer Engineering
Greenfields Public School 1993 — 2005
Comfort Olowo Comfort Olowo's UBS Investment Bank Experience July 2012 - August 2012
Job Student at Stony Brook University
Industry Mechanical or Industrial Engineering
Experience
Residential Safety Program September 2012 - December 2012
UBS Investment Bank July 2012 - August 2012
Boys and Girls Clubs of America July 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Outlook, Teaching, HTML, Budgets, Teamwork, Matlab
Education
Stony Brook University 2012 — 2016
Residential Safety Program September 2012 - December 2012
UBS Investment Bank July 2012 - August 2012
Boys and Girls Clubs of America July 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Outlook, Teaching, HTML, Budgets, Teamwork, Matlab
Education
Stony Brook University 2012 — 2016
Joan Lavis Joan Lavis's UBS Investment Bank Experience May 2002 - August 2012
Job CFO at BrightLine
Industry Banking
Experience
BrightLine March 2013 - Present
UBS Investment Bank May 2002 - August 2012
Board Member June 2009 - March 2012
GE Capital July 1990 - May 2002
Ernst & Young July 1983 - July 1990
Skills
Structured Products, Accounting, MBA Finance, Business Strategy, CPA, Capital Markets, Private Equity, Investment Management, Risk Assessment, Financial Reporting, Financial Accounting, Financial Structuring, Mergers & Acquisitions, Portfolio Management, Strategy, Asset Management, Equities, Fixed Income, Finance, Project Finance, Financial Services, Due Diligence, Valuation, Derivatives, Emerging Markets, Business Development, Banking, Financial Risk, Corporate Finance, Trading, Hedge Funds, Financial Modeling, Structured Finance, Acquisitions, Bloomberg, Alternative Investments, Securitization, Treasury, Securities, Financial Markets, Contract Negotiation, Management, Negotiation, Restructuring, Investments, FX Options, IPO, Investment Strategies, Investor Relations, M&A experience
Education
University of Rochester - Simon Business School 1981 — 1983
MBA, Finance and Accounting
State University of New York College at Oneonta 1978 — 1981
Bachelor of Science (BS), Accounting and Business/Management
BrightLine March 2013 - Present
UBS Investment Bank May 2002 - August 2012
Board Member June 2009 - March 2012
GE Capital July 1990 - May 2002
Ernst & Young July 1983 - July 1990
Skills
Structured Products, Accounting, MBA Finance, Business Strategy, CPA, Capital Markets, Private Equity, Investment Management, Risk Assessment, Financial Reporting, Financial Accounting, Financial Structuring, Mergers & Acquisitions, Portfolio Management, Strategy, Asset Management, Equities, Fixed Income, Finance, Project Finance, Financial Services, Due Diligence, Valuation, Derivatives, Emerging Markets, Business Development, Banking, Financial Risk, Corporate Finance, Trading, Hedge Funds, Financial Modeling, Structured Finance, Acquisitions, Bloomberg, Alternative Investments, Securitization, Treasury, Securities, Financial Markets, Contract Negotiation, Management, Negotiation, Restructuring, Investments, FX Options, IPO, Investment Strategies, Investor Relations, M&A experience
Education
University of Rochester - Simon Business School 1981 — 1983
MBA, Finance and Accounting
State University of New York College at Oneonta 1978 — 1981
Bachelor of Science (BS), Accounting and Business/Management
Yani Kisoki Yani Kisoki's UBS Investment Bank Experience September 2009 - September 2010
Job Leveraged Finance
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - Present
Morgan Stanley Wealth Management December 2011 - March 2013
UBS Investment Bank September 2009 - September 2010
UBS Investment Bank January 2005 - August 2009
Public Financial Management June 2002 - December 2004
Skills
Equities, Investments, Portfolio Management, Trading, Securities, Strategy, Structured Finance, Equity Capital Markets, IPO, CRM, Investment Banking, Capital Markets, Capital Raising, Fixed Income, Bloomberg, Hedge Funds, Derivatives, Valuation, Financial Modeling, Equity Derivatives, Finance, Financial Markets
Education
Swarthmore College 1998 — 2002
BA, Economics and Psychology
University of California, Davis 2013 — 2015
Master of Business Administration (MBA)
Wells Fargo Securities June 2015 - Present
Morgan Stanley Wealth Management December 2011 - March 2013
UBS Investment Bank September 2009 - September 2010
UBS Investment Bank January 2005 - August 2009
Public Financial Management June 2002 - December 2004
Skills
Equities, Investments, Portfolio Management, Trading, Securities, Strategy, Structured Finance, Equity Capital Markets, IPO, CRM, Investment Banking, Capital Markets, Capital Raising, Fixed Income, Bloomberg, Hedge Funds, Derivatives, Valuation, Financial Modeling, Equity Derivatives, Finance, Financial Markets
Education
Swarthmore College 1998 — 2002
BA, Economics and Psychology
University of California, Davis 2013 — 2015
Master of Business Administration (MBA)
Vincent Termini Vincent Termini's UBS Investment Bank Experience August 2011 - May 2014
Job Client Delivery Manager at Fidessa
Industry Computer Software
Experience
Fidessa September 2015 - Present
UBS Wealth Management May 2014 - August 2015
UBS Investment Bank August 2011 - May 2014
Stryker May 2010 - September 2010
Skills
Microsoft Office, Project Management, Microsoft Excel, PowerPoint, Strategic Planning, Microsoft Word, Leadership, Matlab, Networking, Sports, Customer Service, Public Speaking, Social Media Marketing, Program Management, Client Services, Business Analysis, Vendor Relationship..., Vendor Management, Stakeholder Management
Education
Stevens Institute of Technology 2007 — 2011
Bachelor of Science (B.S.), Pure and Applied Mathematics, Minor in Economics, 3.1
Fidessa September 2015 - Present
UBS Wealth Management May 2014 - August 2015
UBS Investment Bank August 2011 - May 2014
Stryker May 2010 - September 2010
Skills
Microsoft Office, Project Management, Microsoft Excel, PowerPoint, Strategic Planning, Microsoft Word, Leadership, Matlab, Networking, Sports, Customer Service, Public Speaking, Social Media Marketing, Program Management, Client Services, Business Analysis, Vendor Relationship..., Vendor Management, Stakeholder Management
Education
Stevens Institute of Technology 2007 — 2011
Bachelor of Science (B.S.), Pure and Applied Mathematics, Minor in Economics, 3.1
Michelle A. Smith's UBS Investment Bank Experience 2007 - 2009
Job HR Business Partner at NRG Energy
Industry Oil & Energy
Experience
NRG Energy May 2013 - Present
Baker Hughes 2011 - 2013
Human Resources Services Enhanced 2009 - 2011
UBS Investment Bank 2007 - 2009
Bear Stearns Securities Corp 2005 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, SAP, Taleo, ADP Payroll, PeopleSoft, College Recruiting
Education
State University of New York at Stony Brook 1999 — 2003
Bachelor of Arts (B.A.), Economics
NRG Energy May 2013 - Present
Baker Hughes 2011 - 2013
Human Resources Services Enhanced 2009 - 2011
UBS Investment Bank 2007 - 2009
Bear Stearns Securities Corp 2005 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, SAP, Taleo, ADP Payroll, PeopleSoft, College Recruiting
Education
State University of New York at Stony Brook 1999 — 2003
Bachelor of Arts (B.A.), Economics
Alfonso Pinedo Alfonso Pinedo's UBS Investment Bank Experience May 2005 - March 2006
Job Operations Engineering Analyst at Pearson Technology
Industry Information Technology and Services
Experience
Pearson plc July 2013 - Present
Citi June 2012 - July 2013
The TriZetto Group January 2011 - April 2012
IDT Corporation December 2007 - January 2011
Mobilitie August 2007 - October 2007
Desert Medical Group August 2007 - August 2007
Empaxis Data Management LLC February 2007 - August 2007
Deutsche Bank April 2006 - June 2006
UBS Investment Bank May 2005 - March 2006
Pershing, a BNY Mellon company March 2004 - January 2005
Skills
Data Analysis, Microsoft Excel, VBA, Access, Databases, Excel, XML, SQL, Python, Selenium Webdriver, Microsoft Access, Google App Script, Web Design, JavaScript, PHP, XHTML, CSS, Joomla, Programming, Web Hosting, Data Mining, Web Content Management, Software Documentation, Networking, Analysis, Google Apps, Deep Web Research, Process Improvement, SDLC
Education
Taylor Business Institute 2002 — 2004
Associates, Network and System Administration/Administrator
Pearson plc July 2013 - Present
Citi June 2012 - July 2013
The TriZetto Group January 2011 - April 2012
IDT Corporation December 2007 - January 2011
Mobilitie August 2007 - October 2007
Desert Medical Group August 2007 - August 2007
Empaxis Data Management LLC February 2007 - August 2007
Deutsche Bank April 2006 - June 2006
UBS Investment Bank May 2005 - March 2006
Pershing, a BNY Mellon company March 2004 - January 2005
Skills
Data Analysis, Microsoft Excel, VBA, Access, Databases, Excel, XML, SQL, Python, Selenium Webdriver, Microsoft Access, Google App Script, Web Design, JavaScript, PHP, XHTML, CSS, Joomla, Programming, Web Hosting, Data Mining, Web Content Management, Software Documentation, Networking, Analysis, Google Apps, Deep Web Research, Process Improvement, SDLC
Education
Taylor Business Institute 2002 — 2004
Associates, Network and System Administration/Administrator
Sharon D'Amelia's UBS Investment Bank Experience July 2003 - March 2004
Job Associate Director of Career Development at Manhattan College
Industry Higher Education
Experience
Manhattan College October 2011 - Present
Monroe College April 2004 - October 2011
UBS Investment Bank July 2003 - March 2004
Fine Host Corporation January 2002 - June 2003
Tokai Bank August 1999 - January 2002
Skills
Cover Letters, Job Search, Program Development, Job Search Strategies, Community Outreach, Staff Development, Event Planning, Public Speaking, Organizational..., Teaching
Education
New School University
Masters, Human Resources Management
State University of New York College at Oneonta
Bachelor of Science, Psychology
Manhattan College October 2011 - Present
Monroe College April 2004 - October 2011
UBS Investment Bank July 2003 - March 2004
Fine Host Corporation January 2002 - June 2003
Tokai Bank August 1999 - January 2002
Skills
Cover Letters, Job Search, Program Development, Job Search Strategies, Community Outreach, Staff Development, Event Planning, Public Speaking, Organizational..., Teaching
Education
New School University
Masters, Human Resources Management
State University of New York College at Oneonta
Bachelor of Science, Psychology
Hollis Wilkinson's UBS Investment Bank Experience May 2006 - May 2009
Job Assistant Director of Finance at New York University
Industry Financial Services
Experience
New York University December 2014 - Present
New York University June 2013 - November 2014
New York University November 2010 - June 2013
Thomson Reuters April 2010 - November 2010
UBS Investment Bank May 2006 - May 2009
Thomson Financial March 2004 - May 2006
Thomson Financial September 2002 - March 2004
Thomson Financial February 1999 - September 2002
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Management
Stony Brook University
Ba, Economics
New York University December 2014 - Present
New York University June 2013 - November 2014
New York University November 2010 - June 2013
Thomson Reuters April 2010 - November 2010
UBS Investment Bank May 2006 - May 2009
Thomson Financial March 2004 - May 2006
Thomson Financial September 2002 - March 2004
Thomson Financial February 1999 - September 2002
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Management
Stony Brook University
Ba, Economics
Gerard Citera Gerard Citera's UBS Investment Bank Experience 2001 - 2007
Job Managing Director, Associate General Counsel at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Chase April 2014 - Present
Davis Polk & Wardwell February 2008 - March 2014
Chadbourne & Parke LLP March 2007 - February 2008
UBS Investment Bank 2001 - 2007
PaineWebber 1994 - 2000
WilmerHale June 1985 - June 1994
US Securities and Exchange Commission April 1982 - May 1985
Hodgson Russ LLP 1980 - 1982
Skills
Equity Trading, Broker-Dealer, Market Structure, Securities Regulation, SEC, Investment Advisers Act, Series 7, Financial Regulation, Series 24, Banking, Investment Banking, Legal Compliance, Financial Institutions, Corporate Law, Securities, Hedge Funds, FINRA, Legal Research, AML, Derivatives, Corporate Governance, Dodd-Frank, Banking Law, FCPA, Investment Company Act, Securities Litigation, Leadership
Education
State University of New York at Buffalo - Law School 1977 — 1980
J.D.
State University of New York at Albany 1973 — 1977
B.A., Political Science
J.P. Morgan Chase April 2014 - Present
Davis Polk & Wardwell February 2008 - March 2014
Chadbourne & Parke LLP March 2007 - February 2008
UBS Investment Bank 2001 - 2007
PaineWebber 1994 - 2000
WilmerHale June 1985 - June 1994
US Securities and Exchange Commission April 1982 - May 1985
Hodgson Russ LLP 1980 - 1982
Skills
Equity Trading, Broker-Dealer, Market Structure, Securities Regulation, SEC, Investment Advisers Act, Series 7, Financial Regulation, Series 24, Banking, Investment Banking, Legal Compliance, Financial Institutions, Corporate Law, Securities, Hedge Funds, FINRA, Legal Research, AML, Derivatives, Corporate Governance, Dodd-Frank, Banking Law, FCPA, Investment Company Act, Securities Litigation, Leadership
Education
State University of New York at Buffalo - Law School 1977 — 1980
J.D.
State University of New York at Albany 1973 — 1977
B.A., Political Science
Shelley Block Shelley Block's UBS Investment Bank Experience April 2000 - August 2008
Job Business Analyst at PRIDE Technologies, Morgan Stanley
Industry Management Consulting
Experience
PRIDE Technologies July 2013 - Present
Consultant October 2008 - Present
Rosetta November 2011 - July 2013
UBS Investment Bank April 2000 - August 2008
LEHMAN BROTHERS October 1998 - April 2000
LEHMAN BROTHERS September 1992 - October 1998
Skills
Vendor Management, Change Management, Project Management, Outsourcing, Operations Management, Offshoring, Customer Service, Business Process..., Managerial Finance, Employee Relations, Program Management, Management, Social Media, Microsoft Excel, Strategic Planning, Human Resources, Recruiting, Leadership, Mentoring, Analysis, Start-ups, Training, Budgets, Marketing
Education
Jericho High School
HS Diploma
State University of New York College at Oswego
BA, Communications and Music
PRIDE Technologies July 2013 - Present
Consultant October 2008 - Present
Rosetta November 2011 - July 2013
UBS Investment Bank April 2000 - August 2008
LEHMAN BROTHERS October 1998 - April 2000
LEHMAN BROTHERS September 1992 - October 1998
Skills
Vendor Management, Change Management, Project Management, Outsourcing, Operations Management, Offshoring, Customer Service, Business Process..., Managerial Finance, Employee Relations, Program Management, Management, Social Media, Microsoft Excel, Strategic Planning, Human Resources, Recruiting, Leadership, Mentoring, Analysis, Start-ups, Training, Budgets, Marketing
Education
Jericho High School
HS Diploma
State University of New York College at Oswego
BA, Communications and Music
Edna Addo Edna Addo's UBS Investment Bank Experience May 2015 - Present
Job Program Trading/Direct Execution Equities Operations Associate at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank May 2015 - Present
UBS AG October 2014 - Present
UBS Investment Bank August 2011 - Present
UBS Investment Bank June 2013 - October 2014
New York Society of Security Analysts June 2009 - August 2009
Skills
Leadership, Trading Systems, Sales Operations, Critical Thinking, Client Relations Skills, Project Management, Work in A Fast Paced..., Works well with a team, Proactive self-starter, Organized Multi-tasker, Bloomberg, Capital Markets, Equities, Investments, Valuation, Hedge Funds
Education
State University of New York at Stony Brook 2007 — 2011
Bachelor of Science (BS), Business Management - Finance concentration, Magna cum Laude
State University of New York at Stony Brook 2007 — 2011
Bachelor of Arts (BA), Economics, Magna cum Laude
UBS Investment Bank May 2015 - Present
UBS AG October 2014 - Present
UBS Investment Bank August 2011 - Present
UBS Investment Bank June 2013 - October 2014
New York Society of Security Analysts June 2009 - August 2009
Skills
Leadership, Trading Systems, Sales Operations, Critical Thinking, Client Relations Skills, Project Management, Work in A Fast Paced..., Works well with a team, Proactive self-starter, Organized Multi-tasker, Bloomberg, Capital Markets, Equities, Investments, Valuation, Hedge Funds
Education
State University of New York at Stony Brook 2007 — 2011
Bachelor of Science (BS), Business Management - Finance concentration, Magna cum Laude
State University of New York at Stony Brook 2007 — 2011
Bachelor of Arts (BA), Economics, Magna cum Laude
Jamel Thomas, MBA's UBS Investment Bank Experience September 2004 - September 2010
Job Finance Professional | series 99 | Domestic and International Equities, Risk Management
Industry Financial Services
Experience
BMO Capital Markets August 2014 - Present
Royal Bank of Scotland September 2010 - September 2013
UBS January 2006 - October 2010
UBS Investment Bank September 2004 - September 2010
Citi 2000 - 2007
Citi 2000 - 2007
Skills
Banking, Capital Markets, Credit Risk, Equities, Financial Risk, Fixed Income, Investment Banking, Middle Office, Prime Brokerage, Retail Banking, Risk Management, Back Office, Securities, Financial Services, Trading, Hedge Funds, Equity Derivatives, Collateral Management, Portfolio Management, Settlement, Investments, Securities Lending, Financial Markets, Cash Management, Equity Capital Markets, Corporate Actions, Account Reconciliation, Alternative Investments, Finance, DTC, Funding, Relationship Management, Hedging, Trading Systems, Operational Risk, Payments, Equity Research, Equity Trading, Bloomberg, Bonds, Operational Risk..., Treasury Management, Trade Finance, Derivatives
Education
DeVry College of New York's Keller Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.95
Stony Brook University 1995 — 1997
Bachelor of Arts (BA), Multi/Interdisciplinary Studies
State University of New York College of Agriculture and Technology at Cobleskill
Associate's degree, Business Administration and Management, General
BMO Capital Markets August 2014 - Present
Royal Bank of Scotland September 2010 - September 2013
UBS January 2006 - October 2010
UBS Investment Bank September 2004 - September 2010
Citi 2000 - 2007
Citi 2000 - 2007
Skills
Banking, Capital Markets, Credit Risk, Equities, Financial Risk, Fixed Income, Investment Banking, Middle Office, Prime Brokerage, Retail Banking, Risk Management, Back Office, Securities, Financial Services, Trading, Hedge Funds, Equity Derivatives, Collateral Management, Portfolio Management, Settlement, Investments, Securities Lending, Financial Markets, Cash Management, Equity Capital Markets, Corporate Actions, Account Reconciliation, Alternative Investments, Finance, DTC, Funding, Relationship Management, Hedging, Trading Systems, Operational Risk, Payments, Equity Research, Equity Trading, Bloomberg, Bonds, Operational Risk..., Treasury Management, Trade Finance, Derivatives
Education
DeVry College of New York's Keller Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.95
Stony Brook University 1995 — 1997
Bachelor of Arts (BA), Multi/Interdisciplinary Studies
State University of New York College of Agriculture and Technology at Cobleskill
Associate's degree, Business Administration and Management, General
Anthony Colon Anthony Colon's UBS Investment Bank Experience March 2004 - November 2008
Job Associate at 3i Debt Management US LLC
Industry Banking
Experience
3i Debt Management US LLC August 2015 - Present
BTG Pactual US Asset Management Corp. April 2014 - August 2015
Barclays April 2010 - April 2014
FactSet Research Systems January 2009 - April 2010
UBS Investment Bank March 2004 - November 2008
Skills
Trading, Bloomberg, Fixed Income, Hedge Funds, Investment Banking, Equities, Capital Markets, Structured Products, Asset Management, Alternative Investments, Middle Office, Portfolio Management, Financial Markets
Education
Syracuse University 2000 — 2003
Bachelor’s Degree, Information Management & Technology
Syracuse University
Board Member, Syracuse University Alumni Association
3i Debt Management US LLC August 2015 - Present
BTG Pactual US Asset Management Corp. April 2014 - August 2015
Barclays April 2010 - April 2014
FactSet Research Systems January 2009 - April 2010
UBS Investment Bank March 2004 - November 2008
Skills
Trading, Bloomberg, Fixed Income, Hedge Funds, Investment Banking, Equities, Capital Markets, Structured Products, Asset Management, Alternative Investments, Middle Office, Portfolio Management, Financial Markets
Education
Syracuse University 2000 — 2003
Bachelor’s Degree, Information Management & Technology
Syracuse University
Board Member, Syracuse University Alumni Association
Karin Zauderer's UBS Investment Bank Experience March 2004 - February 2007
Job Senior Vice President, Strategic Marketing at PIMCO
Industry Financial Services
Experience
PIMCO September 2011 - Present
Calvert Investments February 2007 - September 2011
UBS Investment Bank March 2004 - February 2007
Citigroup 1999 - 2001
Education
Weatherhead School of Management at Case Western Reserve University 1997 — 1998
MBA, finance, strategy
Syracuse University 1988 — 1992
Bachelor of Science (BS), Marketing/Marketing Management, General
PIMCO September 2011 - Present
Calvert Investments February 2007 - September 2011
UBS Investment Bank March 2004 - February 2007
Citigroup 1999 - 2001
Education
Weatherhead School of Management at Case Western Reserve University 1997 — 1998
MBA, finance, strategy
Syracuse University 1988 — 1992
Bachelor of Science (BS), Marketing/Marketing Management, General
Prakash George Prakash George's UBS Investment Bank Experience July 2006 - October 2011
Job Global Account Manager at DTCC
Industry Investment Banking
Experience
The Depository Trust & Clearing Corporation July 2015 - Present
Capital Markets Advisors LLC August 2012 - June 2015
Strategic Exchanges Innovative Markets January 2012 - June 2015
UBS Investment Bank July 2006 - October 2011
UBS Investment Bank March 2008 - September 2011
UBS Investment Bank July 2006 - March 2008
Morgan Stanley July 1997 - July 2006
Skills
OTC Derivatives, Client Relationship..., Client Strategy, Strategic Planning, Marketing Strategy, Business Strategy, Listed Derivatives, Futures, FX, Client Relationship..., Strategy Development..., Strategic Business..., Budgeting & Profit..., Marketing & Positioning, Brand Development, Key Business..., Regulations, Clearing, Derivatives Clearing, Dodd-Frank Bill, Derivatives, FX Options, Credit Derivatives, Strategy, CRM, Prime Brokerage, Dodd-Frank, Relationship Management, Business Analysis, Hedge Funds, Middle Office, Equity Derivatives, Electronic Trading, Interest Rate..., Bonds, Fixed Income
Education
Syracuse University - Martin J. Whitman School of Management 1995 — 1997
Bachelor of Science, Finance
The Depository Trust & Clearing Corporation July 2015 - Present
Capital Markets Advisors LLC August 2012 - June 2015
Strategic Exchanges Innovative Markets January 2012 - June 2015
UBS Investment Bank July 2006 - October 2011
UBS Investment Bank March 2008 - September 2011
UBS Investment Bank July 2006 - March 2008
Morgan Stanley July 1997 - July 2006
Skills
OTC Derivatives, Client Relationship..., Client Strategy, Strategic Planning, Marketing Strategy, Business Strategy, Listed Derivatives, Futures, FX, Client Relationship..., Strategy Development..., Strategic Business..., Budgeting & Profit..., Marketing & Positioning, Brand Development, Key Business..., Regulations, Clearing, Derivatives Clearing, Dodd-Frank Bill, Derivatives, FX Options, Credit Derivatives, Strategy, CRM, Prime Brokerage, Dodd-Frank, Relationship Management, Business Analysis, Hedge Funds, Middle Office, Equity Derivatives, Electronic Trading, Interest Rate..., Bonds, Fixed Income
Education
Syracuse University - Martin J. Whitman School of Management 1995 — 1997
Bachelor of Science, Finance
Ci Ci Holloway, SPHR Ci Ci Holloway, SPHR's UBS Investment Bank Experience May 2006 - September 2012
Job Global Human Resources Executive
Industry Entertainment
Experience
Lincoln Financial Media August 2014 - Present
TheBarnYardGroup June 2012 - August 2014
UBS Investment Bank May 2006 - September 2012
Paramount Pictures June 2000 - May 2006
Spelling Entertainment Group, Inc. February 1997 - June 2000
Viacom February 1988 - February 1997
Skills
Employee Engagement, Organizational..., Recruiting, Human Resources, Diversity & Inclusion, Diversity Training, Program Management, Talent Management, Change Management, Succession Planning, Strategic Planning, Mergers, Onboarding, Business Strategy, Management Consulting, Leadership, Deferred Compensation, Start-ups, Strategy, Strategic Partnerships, Personnel Management, Talent Acquisition, Training, Mergers & Acquisitions, Employee Relations, Workforce Planning, Leadership Development, Management, Coaching, Employee Benefits, Culture Change, Applicant Tracking..., Entrepreneurship, Conflict Resolution, Executive Coaching, Team Building, Organizational..., HR Transformation, Executive Management, Organizational Design, Performance Management, Hiring, Project Management, Interviews, Career Development, Workshop Facilitation, HRIS
Education
Syracuse University
BS, Business Administration/Human Resources
Utica College
BS, Business Administration/Human Resources
Lincoln Financial Media August 2014 - Present
TheBarnYardGroup June 2012 - August 2014
UBS Investment Bank May 2006 - September 2012
Paramount Pictures June 2000 - May 2006
Spelling Entertainment Group, Inc. February 1997 - June 2000
Viacom February 1988 - February 1997
Skills
Employee Engagement, Organizational..., Recruiting, Human Resources, Diversity & Inclusion, Diversity Training, Program Management, Talent Management, Change Management, Succession Planning, Strategic Planning, Mergers, Onboarding, Business Strategy, Management Consulting, Leadership, Deferred Compensation, Start-ups, Strategy, Strategic Partnerships, Personnel Management, Talent Acquisition, Training, Mergers & Acquisitions, Employee Relations, Workforce Planning, Leadership Development, Management, Coaching, Employee Benefits, Culture Change, Applicant Tracking..., Entrepreneurship, Conflict Resolution, Executive Coaching, Team Building, Organizational..., HR Transformation, Executive Management, Organizational Design, Performance Management, Hiring, Project Management, Interviews, Career Development, Workshop Facilitation, HRIS
Education
Syracuse University
BS, Business Administration/Human Resources
Utica College
BS, Business Administration/Human Resources
Jason O'Connor's UBS Investment Bank Experience September 2011 - October 2012
Job Internal Investment Consultant at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors April 2014 - Present
Scotiabank May 2013 - April 2014
UBS Investment Bank September 2011 - October 2012
UBS Investment Bank September 2010 - September 2011
UBS Investment Bank July 2009 - September 2010
UBS Investment Bank March 2007 - July 2009
UBS Investment Bank March 2006 - March 2007
UBS Investment Bank February 2005 - March 2006
Nelson Communications March 2002 - February 2005
Education
State University of New York College at Oswego 1996 — 2000
BS, Accounting
Allianz Global Investors April 2014 - Present
Scotiabank May 2013 - April 2014
UBS Investment Bank September 2011 - October 2012
UBS Investment Bank September 2010 - September 2011
UBS Investment Bank July 2009 - September 2010
UBS Investment Bank March 2007 - July 2009
UBS Investment Bank March 2006 - March 2007
UBS Investment Bank February 2005 - March 2006
Nelson Communications March 2002 - February 2005
Education
State University of New York College at Oswego 1996 — 2000
BS, Accounting
Brandyn Itzkowitz Brandyn Itzkowitz's UBS Investment Bank Experience July 2014 - Present
Job Equity Research Associate at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank July 2014 - Present
Cognizant Technology Solutions July 2014 - Present
New York State Center for Biotechnology September 2013 - May 2014
Standard & Poor's June 2013 - August 2013
Stony Brook University January 2013 - May 2013
Alpha Search Advisory Partners August 2012 - December 2012
Alpha Search Advisory Partners May 2012 - August 2012
Icahn School of Medicine at Mount Sinai May 2009 - September 2009
Skills
Financial Modeling, Financial Analysis, Pharmaceutical Industry, Research, Market Research, Microsoft Excel, Statistics, VBA, Microsoft Office, Problem Solving, SPSS, OS X, Python, Matlab, Western Blotting, Calculus, PCR, Microsoft Word, Windows, real-time PCR, ImageJ, RNA isolation, NX 6
Education
State University of New York at Stony Brook 2010 — 2014
Economics and Biomedical Engineering
Investment Banking Institute 2013 — 2013
Certificate in Investment Banking
Great Neck South High School 2006 — 2010
Advanced Regents Diploma
UBS Investment Bank July 2014 - Present
Cognizant Technology Solutions July 2014 - Present
New York State Center for Biotechnology September 2013 - May 2014
Standard & Poor's June 2013 - August 2013
Stony Brook University January 2013 - May 2013
Alpha Search Advisory Partners August 2012 - December 2012
Alpha Search Advisory Partners May 2012 - August 2012
Icahn School of Medicine at Mount Sinai May 2009 - September 2009
Skills
Financial Modeling, Financial Analysis, Pharmaceutical Industry, Research, Market Research, Microsoft Excel, Statistics, VBA, Microsoft Office, Problem Solving, SPSS, OS X, Python, Matlab, Western Blotting, Calculus, PCR, Microsoft Word, Windows, real-time PCR, ImageJ, RNA isolation, NX 6
Education
State University of New York at Stony Brook 2010 — 2014
Economics and Biomedical Engineering
Investment Banking Institute 2013 — 2013
Certificate in Investment Banking
Great Neck South High School 2006 — 2010
Advanced Regents Diploma
Subir Deoja Subir Deoja's UBS Investment Bank Experience June 2009 - March 2010
Job AML Compliance Analyst at RBS Markets & International Banking
Industry International Trade and Development
Experience
Royal Bank of Scotland Corporate & Institutional Banking (RBS CIB) September 2010 - Present
UBS Investment Bank June 2009 - March 2010
University of Bridgeport 2007 - 2010
University of Bridgeport September 2008 - June 2009
Nepal Development Watchdogs April 2007 - August 2007
Skills
KYC, Visual Basic, AML, Financial Risk, OFAC, Access, Visio, Data Analysis, Investment Banking, Anti Money Laundering, Due Diligence, Internal Audit, USA PATRIOT Act, Microsoft Excel, Banking, Risk Assessment, Risk Management, Training
Education
University of Bridgeport 2007 — 2010
Masters, Finance, Information Technology
Symbiosis International University 2004 — 2007
Bachelors of Business Administration, Information Technology
Royal Bank of Scotland Corporate & Institutional Banking (RBS CIB) September 2010 - Present
UBS Investment Bank June 2009 - March 2010
University of Bridgeport 2007 - 2010
University of Bridgeport September 2008 - June 2009
Nepal Development Watchdogs April 2007 - August 2007
Skills
KYC, Visual Basic, AML, Financial Risk, OFAC, Access, Visio, Data Analysis, Investment Banking, Anti Money Laundering, Due Diligence, Internal Audit, USA PATRIOT Act, Microsoft Excel, Banking, Risk Assessment, Risk Management, Training
Education
University of Bridgeport 2007 — 2010
Masters, Finance, Information Technology
Symbiosis International University 2004 — 2007
Bachelors of Business Administration, Information Technology
Liz Cresci Liz Cresci's UBS Investment Bank Experience March 2009 - Present
Job Strategic, Creative, Resourceful Problem Solver, Software Entrepreneur
Industry Financial Services
Experience
UBS Investment Bank March 2009 - Present
The Cresci Group October 2008 - Present
Teardowns.com & 2elm brokers in real estate May 2007 - October 2008
Prudential CT Realty October 2005 - May 2007
RE/MAX Heritage March 2003 - October 2005
Skills
Event Planning, Investors, Public Speaking, Selling, Customer Service, Marketing, Real Estate, Property Management, Residential Homes, Entrepreneurship, PowerPoint, Construction, Office Management, Sales, Social Media, Property, Microsoft Office, Microsoft Excel, Budgets, Real Estate Transactions, Contract Negotiation, Negotiation, Management, Training
Education
Richard Stockton College of New Jersey 1994 — 1995
BA, History Education
University of Vermont 1985 — 1994
Bachelors of Arts, European Studies, Art History
Chamberlayn Jr College 1986 — 1988
Associate in Applied Science, Interior Design
The Hun School 1981 — 1985
High School Diploma, General
UBS Investment Bank March 2009 - Present
The Cresci Group October 2008 - Present
Teardowns.com & 2elm brokers in real estate May 2007 - October 2008
Prudential CT Realty October 2005 - May 2007
RE/MAX Heritage March 2003 - October 2005
Skills
Event Planning, Investors, Public Speaking, Selling, Customer Service, Marketing, Real Estate, Property Management, Residential Homes, Entrepreneurship, PowerPoint, Construction, Office Management, Sales, Social Media, Property, Microsoft Office, Microsoft Excel, Budgets, Real Estate Transactions, Contract Negotiation, Negotiation, Management, Training
Education
Richard Stockton College of New Jersey 1994 — 1995
BA, History Education
University of Vermont 1985 — 1994
Bachelors of Arts, European Studies, Art History
Chamberlayn Jr College 1986 — 1988
Associate in Applied Science, Interior Design
The Hun School 1981 — 1985
High School Diploma, General
Nicole Suresky Nicole Suresky's UBS Investment Bank Experience August 2010 - July 2011
Job Vice President, Regional Marketing Manager, Northeast at Wells Fargo Wealth Management
Industry Marketing and Advertising
Experience
Wells Fargo Wealth Management July 2011 - Present
UBS Investment Bank August 2010 - July 2011
theeventcatalyst November 2007 - August 2010
US Trust March 2005 - November 2007
U.S. Trust, Bank of America Wealth Management 2006 - 2007
TheStreet.com March 2001 - March 2005
Skills
Marketing, Event Management, New Business Development, Strategic Planning, Marketing Communications, Strategy, CRM, Management, Sponsorship, Entertainment, Leadership
Education
Syracuse University 1990 — 1994
Bachelor of Science (BS)
Wells Fargo Wealth Management July 2011 - Present
UBS Investment Bank August 2010 - July 2011
theeventcatalyst November 2007 - August 2010
US Trust March 2005 - November 2007
U.S. Trust, Bank of America Wealth Management 2006 - 2007
TheStreet.com March 2001 - March 2005
Skills
Marketing, Event Management, New Business Development, Strategic Planning, Marketing Communications, Strategy, CRM, Management, Sponsorship, Entertainment, Leadership
Education
Syracuse University 1990 — 1994
Bachelor of Science (BS)
Fenghe(Frank) Liu Fenghe(Frank) Liu's UBS Investment Bank Experience August 2011 - September 2013
Job Senior Software Engineer at Flextrade
Industry Computer Software
Experience
Flextrade September 2013 - Present
UBS Investment Bank August 2011 - September 2013
UBS Investment Bank June 2011 - August 2011
Stony Brook University Medical Center August 2008 - May 2011
Skills
Java, C++, C#, Linux, MySQL, Eclipse, Unix, SQL, Visual Studio, XML, Algorithms, PHP
Education
State University of New York at Stony Brook 2007 — 2011
B.E. & M.S., Electrical & Computer Engineering
Flextrade September 2013 - Present
UBS Investment Bank August 2011 - September 2013
UBS Investment Bank June 2011 - August 2011
Stony Brook University Medical Center August 2008 - May 2011
Skills
Java, C++, C#, Linux, MySQL, Eclipse, Unix, SQL, Visual Studio, XML, Algorithms, PHP
Education
State University of New York at Stony Brook 2007 — 2011
B.E. & M.S., Electrical & Computer Engineering
Raymond Louis Raymond Louis's UBS Investment Bank Experience November 2009 - Present
Job Consultant at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank November 2009 - Present
Bank of America January 2009 - November 2009
Merrill Lynch June 2001 - December 2008
Merrill Lynch September 2000 - June 2001
Skills
Risk Management, SDLC, Capital Markets, Requirements Analysis, Fixed Income, Trading Systems, Credit Derivatives, Sybase, JMS, Portfolio Management, Derivatives, Business Analysis, Equities, Prime Brokerage, Credit Risk, Offshoring, Financial Modeling, Investment Banking, Java Enterprise Edition, Electronic Trading, Market Risk, Data Warehousing, FX Options, Equity Derivatives, Market Data, Middle Office
Education
Stevens Institute of Technology 1996 — 2001
BE, Computer Engineering
UBS Investment Bank November 2009 - Present
Bank of America January 2009 - November 2009
Merrill Lynch June 2001 - December 2008
Merrill Lynch September 2000 - June 2001
Skills
Risk Management, SDLC, Capital Markets, Requirements Analysis, Fixed Income, Trading Systems, Credit Derivatives, Sybase, JMS, Portfolio Management, Derivatives, Business Analysis, Equities, Prime Brokerage, Credit Risk, Offshoring, Financial Modeling, Investment Banking, Java Enterprise Edition, Electronic Trading, Market Risk, Data Warehousing, FX Options, Equity Derivatives, Market Data, Middle Office
Education
Stevens Institute of Technology 1996 — 2001
BE, Computer Engineering
Justin Landau, CFA Justin Landau, CFA's UBS Investment Bank Experience October 2006 - April 2010
Job Sector Specialist at Monolit Capital Management
Industry Financial Services
Experience
Monolit Capital Management September 2015 - Present
Alfa-Bank (New York) December 2011 - March 2015
VTB Capital May 2010 - September 2011
UBS Investment Bank October 2006 - April 2010
Van der Moolen (VDM Specialists USA) July 2005 - October 2006
Skills
Emerging Markets, Equities, Capital Markets, Bloomberg, Hedge Funds, Investment Banking, Financial Modeling, Investments, Trading, Valuation, Equity Research, Derivatives, Financial Markets, IPO, Structured Products
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2005
MBA, Finance, Accounting
University of California, Santa Barbara 1998 — 2003
BA, Business-Economics, History
Monolit Capital Management September 2015 - Present
Alfa-Bank (New York) December 2011 - March 2015
VTB Capital May 2010 - September 2011
UBS Investment Bank October 2006 - April 2010
Van der Moolen (VDM Specialists USA) July 2005 - October 2006
Skills
Emerging Markets, Equities, Capital Markets, Bloomberg, Hedge Funds, Investment Banking, Financial Modeling, Investments, Trading, Valuation, Equity Research, Derivatives, Financial Markets, IPO, Structured Products
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2005
MBA, Finance, Accounting
University of California, Santa Barbara 1998 — 2003
BA, Business-Economics, History
Abbey Fox's UBS Investment Bank Experience 2000 - 2009
Job Cambridge International Securities
Industry Financial Services
Experience
Cambridge International Securities October 2011 - Present
Aladdin Capital Management 2009 - 2011
UBS Investment Bank 2000 - 2009
PaineWebber 1999 - 1999
Paine Webber 1997 - 1999
The World Bank 1996 - 1997
Skills
Institutional Sales, Fixed Income, Fixed Income Analysis, Institutional..., Economic Research, Fixed Income Strategies, High Yield Bonds, Credit Derivatives, Teaching, Lease Negotiations, Budget Management, Strategic Planning, Team Leadership, Personnel Management, Personnel Supervision, Non-profit Volunteering, Community Outreach, Yoga, CrossFit, Derivatives, Trading, Capital Markets, Structured Products
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1995 — 1997
Master's degree, International Relations and International Economics
State University of New York College at Oswego 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Cambridge International Securities October 2011 - Present
Aladdin Capital Management 2009 - 2011
UBS Investment Bank 2000 - 2009
PaineWebber 1999 - 1999
Paine Webber 1997 - 1999
The World Bank 1996 - 1997
Skills
Institutional Sales, Fixed Income, Fixed Income Analysis, Institutional..., Economic Research, Fixed Income Strategies, High Yield Bonds, Credit Derivatives, Teaching, Lease Negotiations, Budget Management, Strategic Planning, Team Leadership, Personnel Management, Personnel Supervision, Non-profit Volunteering, Community Outreach, Yoga, CrossFit, Derivatives, Trading, Capital Markets, Structured Products
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1995 — 1997
Master's degree, International Relations and International Economics
State University of New York College at Oswego 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Edward C. McGraw Edward C. McGraw's UBS Investment Bank Experience March 2011 - October 2014
Job Senior Project Manager at Oneida Indian Nation
Industry Gambling & Casinos
Experience
Oneida Indian Nation October 2014 - Present
UBS Investment Bank March 2011 - October 2014
AXA Advisors May 2010 - January 2011
Barclays Capital August 2009 - April 2010
SAC Capital April 2004 - July 2009
Response February 2004 - April 2004
Chrysler June 1997 - August 2003
Skills
Investment Banking, Strategic Planning, Program Management, Operations Management, Business Management, Change Management, Team Leadership, Risk Management, Fixed Income, Derivatives, Logistics, Credit, Rates, Microsoft Office, Excel, Data Analysis, Microsoft Excel, Alternative Investments, Hedge Funds, Management
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2003
BS, Finance
Oneida Indian Nation October 2014 - Present
UBS Investment Bank March 2011 - October 2014
AXA Advisors May 2010 - January 2011
Barclays Capital August 2009 - April 2010
SAC Capital April 2004 - July 2009
Response February 2004 - April 2004
Chrysler June 1997 - August 2003
Skills
Investment Banking, Strategic Planning, Program Management, Operations Management, Business Management, Change Management, Team Leadership, Risk Management, Fixed Income, Derivatives, Logistics, Credit, Rates, Microsoft Office, Excel, Data Analysis, Microsoft Excel, Alternative Investments, Hedge Funds, Management
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2003
BS, Finance
Dylan Sodaro Dylan Sodaro's UBS Investment Bank Experience June 2008 - August 2008
Job Staff Assistant
Industry International Affairs
Experience
U.S. House of Representatives January 2013 - Present
ARPC March 2013 - May 2013
Office of U.S. House Representative Chris Murphy August 2012 - December 2012
Chris Murphy for Senate May 2012 - August 2012
Sodus Central School District January 2012 - May 2012
United States Senator Kirsten Gillibrand September 2011 - May 2012
MDSolarSciences May 2010 - August 2011
Sono Arts Celebration January 1995 - August 2010
UBS Investment Bank June 2008 - August 2008
Skills
Legislative Information..., Spry, MS Office Suite, SPSS, Quick Books Pro, Adobe Illustrator, Photoshop, InDesign, QuarkXPress, Social Media, Microsoft Excel, Leadership
Education
Syracuse University 2009 — 2012
Bachelor of Arts, International Relations, Policy Studies, and Middle Eastern Studies
American University of Beirut 2011 — 2011
Study Abroad
American University of Cairo 2010 — 2010
Study Abroad
The Academy of Information Technology and Engineering 2005 — 2009
High School
U.S. House of Representatives January 2013 - Present
ARPC March 2013 - May 2013
Office of U.S. House Representative Chris Murphy August 2012 - December 2012
Chris Murphy for Senate May 2012 - August 2012
Sodus Central School District January 2012 - May 2012
United States Senator Kirsten Gillibrand September 2011 - May 2012
MDSolarSciences May 2010 - August 2011
Sono Arts Celebration January 1995 - August 2010
UBS Investment Bank June 2008 - August 2008
Skills
Legislative Information..., Spry, MS Office Suite, SPSS, Quick Books Pro, Adobe Illustrator, Photoshop, InDesign, QuarkXPress, Social Media, Microsoft Excel, Leadership
Education
Syracuse University 2009 — 2012
Bachelor of Arts, International Relations, Policy Studies, and Middle Eastern Studies
American University of Beirut 2011 — 2011
Study Abroad
American University of Cairo 2010 — 2010
Study Abroad
The Academy of Information Technology and Engineering 2005 — 2009
High School
Sara Wyman Sara Wyman's UBS Investment Bank Experience June 2007 - April 2010
Job Merchant Strategy at Affirm, Inc.
Industry Internet
Experience
Affirm, Inc. June 2015 - Present
Reformation November 2013 - April 2015
Etsy June 2012 - November 2013
Bank of America Merrill Lynch June 2011 - August 2011
Cape Venture Partners April 2010 - May 2010
UBS Investment Bank June 2007 - April 2010
Bear Stearns July 2006 - June 2007
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Entrepreneurial Management
Syracuse University - Martin J. Whitman School of Management
BS, Finance, Economics
Affirm, Inc. June 2015 - Present
Reformation November 2013 - April 2015
Etsy June 2012 - November 2013
Bank of America Merrill Lynch June 2011 - August 2011
Cape Venture Partners April 2010 - May 2010
UBS Investment Bank June 2007 - April 2010
Bear Stearns July 2006 - June 2007
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Entrepreneurial Management
Syracuse University - Martin J. Whitman School of Management
BS, Finance, Economics
John Oleon John Oleon's UBS Investment Bank Experience 1992 - 1994
Job VP Head of International Operations Fidelity
Industry Financial Services
Experience
Fidelity Investments November 2007 - Present
Jefferies & Company January 2006 - November 2007
Jefferies LLC June 2005 - January 2006
Knight Equity Markets May 2003 - May 2005
Banc of America Securities March 2000 - March 2003
Schroders December 1998 - May 2000
HSBC Securities (USA), Inc. 1995 - 1998
UBS Investment Bank 1992 - 1994
Salomon Smith Barney 1989 - 1991
Bear Stearns May 1986 - September 1988
Skills
Prime Brokerage, Equities, Fixed Income, Trading, Equity Trading, Foreign Exchange..., Bank Reconciliation, Superior Client Service, Network Management..., Change Management, Program Management, Operations Management, Securities, Hedge Funds, Middle Office, Back Office, Series 24, Bonds, Options, Bloomberg, Settlement, Trading Systems, Financial Services, FX Options, FINRA, Capital Markets, Client Services, Electronic Trading, Finance, Foreign Exchange, Market Data, Mutual Funds, Securities Lending, Series 7, Series 63, ETFs, Investments, Derivatives, Corporate Actions, Alternative Investments, Relationship Management, Financial Markets, Asset Allocation, Asset Management, SWIFT payments
Education
University of Pennsylvania - The Wharton School Sifma Year 2 2014 — 2016
Strayer University 2003 — 2008
Bachelor, Business Managment
Fidelity Investments November 2007 - Present
Jefferies & Company January 2006 - November 2007
Jefferies LLC June 2005 - January 2006
Knight Equity Markets May 2003 - May 2005
Banc of America Securities March 2000 - March 2003
Schroders December 1998 - May 2000
HSBC Securities (USA), Inc. 1995 - 1998
UBS Investment Bank 1992 - 1994
Salomon Smith Barney 1989 - 1991
Bear Stearns May 1986 - September 1988
Skills
Prime Brokerage, Equities, Fixed Income, Trading, Equity Trading, Foreign Exchange..., Bank Reconciliation, Superior Client Service, Network Management..., Change Management, Program Management, Operations Management, Securities, Hedge Funds, Middle Office, Back Office, Series 24, Bonds, Options, Bloomberg, Settlement, Trading Systems, Financial Services, FX Options, FINRA, Capital Markets, Client Services, Electronic Trading, Finance, Foreign Exchange, Market Data, Mutual Funds, Securities Lending, Series 7, Series 63, ETFs, Investments, Derivatives, Corporate Actions, Alternative Investments, Relationship Management, Financial Markets, Asset Allocation, Asset Management, SWIFT payments
Education
University of Pennsylvania - The Wharton School Sifma Year 2 2014 — 2016
Strayer University 2003 — 2008
Bachelor, Business Managment
Carly Magarrell (Wiechec) Carly Magarrell (Wiechec)'s UBS Investment Bank Experience April 2011 - October 2011
Job IT Procurement Manager at New York University
Industry Higher Education
Experience
New York University October 2014 - Present
New York University May 2013 - Present
Cushman & Wakefield October 2011 - April 2013
UBS Investment Bank April 2011 - October 2011
Novartis July 2010 - April 2011
PharmaSmart May 2008 - August 2010
Skills
Pricing, Microsoft Excel, Data Analysis, Vendor Management, Procurement, Spend Analysis, Contract Management, Negotiation, Process Improvement, Cross-functional Team..., Strategic Sourcing, Purchasing, Project Management, Budget, Contract Negotiation, Budgets, Strategic Planning, Program Management
Education
State University of New York College at Geneseo 2004 — 2008
Bachelors of Business Admin., Business, Management
New York University October 2014 - Present
New York University May 2013 - Present
Cushman & Wakefield October 2011 - April 2013
UBS Investment Bank April 2011 - October 2011
Novartis July 2010 - April 2011
PharmaSmart May 2008 - August 2010
Skills
Pricing, Microsoft Excel, Data Analysis, Vendor Management, Procurement, Spend Analysis, Contract Management, Negotiation, Process Improvement, Cross-functional Team..., Strategic Sourcing, Purchasing, Project Management, Budget, Contract Negotiation, Budgets, Strategic Planning, Program Management
Education
State University of New York College at Geneseo 2004 — 2008
Bachelors of Business Admin., Business, Management
LaQuan Smallwood's UBS Investment Bank Experience January 2011 - August 2011
Job Admissions Producer & Field Marketing Specialist at General Assembly
Industry Financial Services
Experience
General Assembly August 2015 - Present
Year Up March 2012 - Present
Trump Model Management May 2011 - March 2012
UBS Investment Bank January 2011 - August 2011
Year Up September 2010 - July 2011
Skills
Community Outreach, Public Speaking, Microsoft Excel, PowerPoint, Social Media, Nonprofits, Outlook, Customer Service, Microsoft Office, Fundraising, Microsoft Word, Time Management, Social Networking, Volunteer Management, Editing, Teamwork, Data Entry, Leadership, Research
Education
Year Up 2010 — 2011
State University of New York Empire State College
Public Relations, Advertising, and Applied Communication
General Assembly August 2015 - Present
Year Up March 2012 - Present
Trump Model Management May 2011 - March 2012
UBS Investment Bank January 2011 - August 2011
Year Up September 2010 - July 2011
Skills
Community Outreach, Public Speaking, Microsoft Excel, PowerPoint, Social Media, Nonprofits, Outlook, Customer Service, Microsoft Office, Fundraising, Microsoft Word, Time Management, Social Networking, Volunteer Management, Editing, Teamwork, Data Entry, Leadership, Research
Education
Year Up 2010 — 2011
State University of New York Empire State College
Public Relations, Advertising, and Applied Communication
Erin Flaherty Erin Flaherty's UBS Investment Bank Experience July 2010 - September 2010
Job Underwriter, Zurich North America
Industry Insurance
Experience
Zurich North America June 2014 - Present
Starr Companies July 2012 - June 2014
Center for Nonprofit Management January 2012 - May 2012
Women's Health and Empowerment Now September 2011 - May 2012
Stonehill College August 2011 - May 2012
UBS Investment Bank July 2010 - September 2010
Esprit May 2009 - August 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Non-profits, Customer Service, Public Speaking, Editing, Event Planning, Research, Social Media, Blogging, Fundraisers, Fundraising, Event Management, Creative Writing, Foundation Directory..., Guidestar, Google Apps, Raiser's Edge, Facebook, Nonprofits, Mac, Salesforce.com, Twitter, WordPress, Sales, Advertising, Outlook
Education
Stonehill College 2008 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General; Religious Studies
Trinity College, Dublin 2010 — 2011
Study Abroad, English Language and Literature/Letters
Zurich North America June 2014 - Present
Starr Companies July 2012 - June 2014
Center for Nonprofit Management January 2012 - May 2012
Women's Health and Empowerment Now September 2011 - May 2012
Stonehill College August 2011 - May 2012
UBS Investment Bank July 2010 - September 2010
Esprit May 2009 - August 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Non-profits, Customer Service, Public Speaking, Editing, Event Planning, Research, Social Media, Blogging, Fundraisers, Fundraising, Event Management, Creative Writing, Foundation Directory..., Guidestar, Google Apps, Raiser's Edge, Facebook, Nonprofits, Mac, Salesforce.com, Twitter, WordPress, Sales, Advertising, Outlook
Education
Stonehill College 2008 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General; Religious Studies
Trinity College, Dublin 2010 — 2011
Study Abroad, English Language and Literature/Letters
Tina Robison's UBS Investment Bank Experience May 2005 - August 2007
Job Asset Management JPMorgan
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2014 - Present
JPMorgan Chase & Co. October 2010 - July 2014
Wells Fargo June 2001 - October 2010
UBS Investment Bank May 2005 - August 2007
Education
Stephen F. Austin State University 1990 — 1995
Bachelor of Business Administration (BBA), Accounting
J.P. Morgan Asset Management July 2014 - Present
JPMorgan Chase & Co. October 2010 - July 2014
Wells Fargo June 2001 - October 2010
UBS Investment Bank May 2005 - August 2007
Education
Stephen F. Austin State University 1990 — 1995
Bachelor of Business Administration (BBA), Accounting
YiLin Anderson's UBS Investment Bank Experience 2011 - Present
Job Associate Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank 2011 - Present
Education
Syracuse University 2006 — 2009
Bachelor of Science (B.S.)
UBS Investment Bank 2011 - Present
Education
Syracuse University 2006 — 2009
Bachelor of Science (B.S.)
Steven Carretta Steven Carretta's UBS Investment Bank Experience 2000 - 2003
Job Associate Director SS&C GlobeOp Financial Services
Industry Investment Management
Experience
SS&C GlobeOp Financial Services March 2011 - Present
Titan Capital Group October 2008 - February 2011
Wachovia October 2004 - October 2008
Lehman Brothers 2003 - 2004
UBS Investment Bank 2000 - 2003
Skills
Capital Markets, Derivatives, Fixed Income, Securities, Hedge Funds, Equities, Alternative Investments, Portfolio Management, Bloomberg, Trading, Middle Office, Investment Banking, Equity Derivatives, Options, Credit Derivatives, Back Office, FX Options, Prime Brokerage, Settlement, Bonds, Structured Products
Education
Stony Brook University 1992 — 1996
SS&C GlobeOp Financial Services March 2011 - Present
Titan Capital Group October 2008 - February 2011
Wachovia October 2004 - October 2008
Lehman Brothers 2003 - 2004
UBS Investment Bank 2000 - 2003
Skills
Capital Markets, Derivatives, Fixed Income, Securities, Hedge Funds, Equities, Alternative Investments, Portfolio Management, Bloomberg, Trading, Middle Office, Investment Banking, Equity Derivatives, Options, Credit Derivatives, Back Office, FX Options, Prime Brokerage, Settlement, Bonds, Structured Products
Education
Stony Brook University 1992 — 1996
Eric Kane Eric Kane's UBS Investment Bank Experience June 2011 - August 2011
Job social intrapreneur || barrel furniture creator
Industry Renewables & Environment
Experience
Barrel On May 2013 - Present
KPMG LLP June 2012 - August 2013
UBS Investment Bank June 2011 - August 2011
Skills
Visio, Microsoft Office, Access, Microsoft Excel, IT Audit, MS Project, PowerPoint, IT Strategy, SharePoint, Data Analysis, Financial Modeling, SDLC, Process Improvement, Business Analysis, SAP, Leadership, Management
Education
Stevens Institute of Technology 2008 — 2012
Bachelor of Science (B.S.), Business & Technology
Stevens Institute of Technology 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Technology Management
WHRHS
WHRHS
WHRHS
Barrel On May 2013 - Present
KPMG LLP June 2012 - August 2013
UBS Investment Bank June 2011 - August 2011
Skills
Visio, Microsoft Office, Access, Microsoft Excel, IT Audit, MS Project, PowerPoint, IT Strategy, SharePoint, Data Analysis, Financial Modeling, SDLC, Process Improvement, Business Analysis, SAP, Leadership, Management
Education
Stevens Institute of Technology 2008 — 2012
Bachelor of Science (B.S.), Business & Technology
Stevens Institute of Technology 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Technology Management
WHRHS
WHRHS
WHRHS
Amy (Giambruno) Kangleon's UBS Investment Bank Experience January 1995 - January 1998
Job Internal Wholesaler Associate at Southern California REIT Sponsor
Industry Financial Services
Experience
Southern California REIT Sponsor March 2015 - Present
Coastal Premier Properties May 2013 - February 2015
Kangleon Chiropractic 2008 - 2013
2008 HSBC Securities Inc 2007 - 2008
Hike Bike Kayak San Diego October 1999 - July 2007
LPL Financial Services January 1999 - January 2000
Brandes Investment Partners January 1998 - January 1999
UBS Investment Bank January 1995 - January 1998
Baring Securities January 1992 - January 1995
Skills
Equities, Trading, Hedge Funds, Investment Management, Business Development, Series 7, Equity Trading, Investment Banking, FX Options, Finance, Bloomberg, Securities, Financial Markets, Series 63, Options, Equity Research, Trading Systems, Brokerage, Electronic Trading, Emerging Markets, Sales, ETFs, Real Estate, Entrepreneurship, Alternative Investments
Education
State University of New York College at Plattsburgh
Bachelor's Degree, Accounting
Southern California REIT Sponsor March 2015 - Present
Coastal Premier Properties May 2013 - February 2015
Kangleon Chiropractic 2008 - 2013
2008 HSBC Securities Inc 2007 - 2008
Hike Bike Kayak San Diego October 1999 - July 2007
LPL Financial Services January 1999 - January 2000
Brandes Investment Partners January 1998 - January 1999
UBS Investment Bank January 1995 - January 1998
Baring Securities January 1992 - January 1995
Skills
Equities, Trading, Hedge Funds, Investment Management, Business Development, Series 7, Equity Trading, Investment Banking, FX Options, Finance, Bloomberg, Securities, Financial Markets, Series 63, Options, Equity Research, Trading Systems, Brokerage, Electronic Trading, Emerging Markets, Sales, ETFs, Real Estate, Entrepreneurship, Alternative Investments
Education
State University of New York College at Plattsburgh
Bachelor's Degree, Accounting
Naml Lewis Naml Lewis's UBS Investment Bank Experience 2000 - 2010
Job Executive Director at Morgan Stanley Institutional Equities
Industry Investment Banking
Experience
Morgan Stanley 2010 - Present
UBS Investment Bank 2000 - 2010
Skills
Equities, Capital Markets, Hedge Funds, Series 7, Securities, Equity Research, Bloomberg, Investments
Education
Syracuse University 1993 — 1998
Bachelor of Applied Science (BASc), Mechanical Engineering
Morgan Stanley 2010 - Present
UBS Investment Bank 2000 - 2010
Skills
Equities, Capital Markets, Hedge Funds, Series 7, Securities, Equity Research, Bloomberg, Investments
Education
Syracuse University 1993 — 1998
Bachelor of Applied Science (BASc), Mechanical Engineering
Rose Bien Rose Bien's UBS Investment Bank Experience 1998 - 2005
Job Executive Assistant/Office Administrator/Client Services
Industry Information Technology and Services
Experience
Bollenback & Forret, PA, CPAs March 2015 - Present
UBS December 2006 - October 2014
UBS Investment Bank 1998 - 2005
Skills
Marketing, Microsoft Office, Financial Services, Customer Service, Microsoft Excel
Education
State University of New York College at Oneonta 1980 — 1984
Bachelor of Science (BS), Psychology
Bollenback & Forret, PA, CPAs March 2015 - Present
UBS December 2006 - October 2014
UBS Investment Bank 1998 - 2005
Skills
Marketing, Microsoft Office, Financial Services, Customer Service, Microsoft Excel
Education
State University of New York College at Oneonta 1980 — 1984
Bachelor of Science (BS), Psychology
William Huston William Huston's UBS Investment Bank Experience 2001 - 2012
Job Business Analyst
Industry Pharmaceuticals
Experience
Express Scripts 2013 - Present
UBS Investment Bank 2001 - 2012
Paine Webber 1986 - 2000
Chase Manhattan Bank N.A. 1986 - 1986
CHASE MANHATTAN BANK 1984 - 1986
Skills
Equities, Prime Brokerage, Electronic Trading, Investment Banking, Equity Derivatives, Securities, Business Analysis, Analysis, Financial Markets, Market Data, Wealth Management, Back Office
Education
Susquehanna University
Bachelor Science, Finance
Express Scripts 2013 - Present
UBS Investment Bank 2001 - 2012
Paine Webber 1986 - 2000
Chase Manhattan Bank N.A. 1986 - 1986
CHASE MANHATTAN BANK 1984 - 1986
Skills
Equities, Prime Brokerage, Electronic Trading, Investment Banking, Equity Derivatives, Securities, Business Analysis, Analysis, Financial Markets, Market Data, Wealth Management, Back Office
Education
Susquehanna University
Bachelor Science, Finance
Tony Angelico Tony Angelico's UBS Investment Bank Experience 2006 - 2009
Job at ING Financial Markets
Industry Financial Services
Experience
ING Financial Markets October 2012 - Present
ING Financial Markets August 2010 - October 2012
Citibank February 2010 - August 2010
UBS Investment Bank 2006 - 2009
ING 1993 - 2006
Skills
Risk Management, Derivatives, Financial Risk, Financial Markets, Credit Risk, Trading, PMO, Hedging, Investment Banking, Business Analysis, Basel II, Capital Markets, Finance, Portfolio Management, Financial Analysis, Valuation, Hedge Funds, Fixed Income, Financial Services, Corporate Finance, Strategy, Market Risk, Banking, Management, Credit, Equities, Change Management, Investments, Financial Modeling, Securities
Education
Syracuse University 1979 — 1983
Dual BS, Magna Cum Laude, Management Information Systems and Distribution Management/Logistics
ING Financial Markets October 2012 - Present
ING Financial Markets August 2010 - October 2012
Citibank February 2010 - August 2010
UBS Investment Bank 2006 - 2009
ING 1993 - 2006
Skills
Risk Management, Derivatives, Financial Risk, Financial Markets, Credit Risk, Trading, PMO, Hedging, Investment Banking, Business Analysis, Basel II, Capital Markets, Finance, Portfolio Management, Financial Analysis, Valuation, Hedge Funds, Fixed Income, Financial Services, Corporate Finance, Strategy, Market Risk, Banking, Management, Credit, Equities, Change Management, Investments, Financial Modeling, Securities
Education
Syracuse University 1979 — 1983
Dual BS, Magna Cum Laude, Management Information Systems and Distribution Management/Logistics
Catherine Jenkins's UBS Investment Bank Experience November 2014 - Present
Job Executive Assistant at UBS Investment Bank
Industry Executive Office
Experience
UBS Investment Bank November 2014 - Present
Barclays Capital August 2010 - November 2014
Schaeffler Group USA, Inc. June 2007 - September 2009
Chaminade High School 2004 - 2006
Sara Lee Knit Products 1992 - 2002
American Greetings 1988 - 1992
Education
State University of New York College at Cortland 1982 — 1986
Bachelor Arts, Liberal Arts/German
UBS Investment Bank November 2014 - Present
Barclays Capital August 2010 - November 2014
Schaeffler Group USA, Inc. June 2007 - September 2009
Chaminade High School 2004 - 2006
Sara Lee Knit Products 1992 - 2002
American Greetings 1988 - 1992
Education
State University of New York College at Cortland 1982 — 1986
Bachelor Arts, Liberal Arts/German
ramesh amadoru ramesh amadoru's UBS Investment Bank Experience April 2012 - Present
Job Software Configuration Analyst at Addteq
Industry Computer Software
Experience
Addteq April 2012 - Present
UBS Investment Bank April 2012 - Present
Broadcom September 2010 - March 2012
Nokia May 2008 - August 2010
FISA February 2006 - April 2008
Sri Lanka Army July 1992 - December 2005
Sri Lanka Army July 1992 - December 2005
Skills
Military, Defense, C, C++, Microsoft Office, Windows, Java, Linux, HTML, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Computer Hardware, Network Security, Software Configuration...
Education
Strayer University (VA) 2006 — 2010
Bachelor of Information Systems in computer science. (B.A.Sc.), Network and System Administration/Administrator
Londonteq International University ( Sri Lanka) 2003 — 2005
Associate's degree in Information Systems.
Nalanda college ( Colombo Sri Lanka ) 1983 — 1991
Addteq April 2012 - Present
UBS Investment Bank April 2012 - Present
Broadcom September 2010 - March 2012
Nokia May 2008 - August 2010
FISA February 2006 - April 2008
Sri Lanka Army July 1992 - December 2005
Sri Lanka Army July 1992 - December 2005
Skills
Military, Defense, C, C++, Microsoft Office, Windows, Java, Linux, HTML, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Computer Hardware, Network Security, Software Configuration...
Education
Strayer University (VA) 2006 — 2010
Bachelor of Information Systems in computer science. (B.A.Sc.), Network and System Administration/Administrator
Londonteq International University ( Sri Lanka) 2003 — 2005
Associate's degree in Information Systems.
Nalanda college ( Colombo Sri Lanka ) 1983 — 1991
Ryan Walters Ryan Walters's UBS Investment Bank Experience January 2011 - August 2011
Job Associate at Gartland and Mellina Group Capital Markets Consulting Practice
Industry Management Consulting
Experience
Gartland and Mellina Group December 2014 - Present
Barclays Capital September 2012 - November 2014
FDM Group October 2010 - November 2014
UBS Wealth Management November 2011 - July 2012
UBS Investment Bank January 2011 - August 2011
Hawkeye Capital Group August 2009 - October 2010
Skyhawks Lacrosse Academy June 2007 - August 2009
English Lacrosse Association September 2008 - April 2009
Skills
Excel, PowerPoint, Data Analysis, SharePoint, Technical Analysis, Market Research, Coaching, Presentation Development, Microsoft Excel, Equities, Time Management, Business Analysis, Investment Banking, Financial Modeling, Project Management, Risk Management, Management, Training, Financial Analysis, Analysis, Microsoft Office
Education
Susquehanna University 2004 — 2008
Bachelor of Science, Business Administration
Gartland and Mellina Group December 2014 - Present
Barclays Capital September 2012 - November 2014
FDM Group October 2010 - November 2014
UBS Wealth Management November 2011 - July 2012
UBS Investment Bank January 2011 - August 2011
Hawkeye Capital Group August 2009 - October 2010
Skyhawks Lacrosse Academy June 2007 - August 2009
English Lacrosse Association September 2008 - April 2009
Skills
Excel, PowerPoint, Data Analysis, SharePoint, Technical Analysis, Market Research, Coaching, Presentation Development, Microsoft Excel, Equities, Time Management, Business Analysis, Investment Banking, Financial Modeling, Project Management, Risk Management, Management, Training, Financial Analysis, Analysis, Microsoft Office
Education
Susquehanna University 2004 — 2008
Bachelor of Science, Business Administration
Christopher Joy Christopher Joy's UBS Investment Bank Experience October 2009 - Present
Job KYC Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank October 2009 - Present
UBS Investment Bank July 2008 - April 2009
CCAS The Legion of Christ April 2008 - July 2008
Lord & Taylor May 2007 - August 2007
Lord & Taylor May 2006 - August 2006
Skills
AML, Banking, Due Diligence, Finance, Bloomberg, KYC, Financial Risk, Anti Money Laundering, Investment Banking, USA PATRIOT Act, Derivatives
Education
State University of New York College at Oneonta 2004 — 2007
B.S., Business Economics
UBS Investment Bank October 2009 - Present
UBS Investment Bank July 2008 - April 2009
CCAS The Legion of Christ April 2008 - July 2008
Lord & Taylor May 2007 - August 2007
Lord & Taylor May 2006 - August 2006
Skills
AML, Banking, Due Diligence, Finance, Bloomberg, KYC, Financial Risk, Anti Money Laundering, Investment Banking, USA PATRIOT Act, Derivatives
Education
State University of New York College at Oneonta 2004 — 2007
B.S., Business Economics
Kruse Ludington Kruse Ludington's UBS Investment Bank Experience August 2007 - May 2008
Job Principal Business Consulting at Infosys
Industry Information Technology and Services
Experience
Infosys April 2013 - Present
Thomson Reuters June 2012 - October 2012
Medco September 2011 - March 2012
SiWEL Consulting October 2010 - June 2011
Kruse Control Software & Kruse Consulting Services LLC June 2008 - October 2010
UBS Investment Bank August 2007 - May 2008
Credit Suisse November 1996 - August 2007
DLJ November 1996 - August 2007
Credit Suisse First Boston (CSFB) November 1996 - August 2007
Union Camp Corporation July 1987 - November 1996
Skills
Series 3, Series 7, Series 63, Trading Systems, Investment Banking, Capital Markets, Equities, SDLC, Program Management, Software Project..., Securities, Project Portfolio..., Financial Markets, Banking, Trading, Electronic Trading, PMO, Business Management, Investments, Management Consulting, IT Strategy, Strategic Planning, Outsourcing, Management, FINRA, Process Improvement, Derivatives, Project Management, Risk Management, Equity Trading, Agile Methodologies, Portfolio Management, Vendor Management, Asset Managment, Fixed Income, Financial Services, Market Data, Business Analysis, Equity Derivatives, Options, Mergers & Acquisitions, Financial Risk, CRM, Business Process, Asset Management, Disaster Recovery, Data Center, Executive Management, Healthcare, Leadership
Education
Syracuse University
Bachelor's degree, Economics
The Lawrenceville School 1976 — 1979
College/University Preparatory and Advanced High School/Secondary Diploma Program
Infosys April 2013 - Present
Thomson Reuters June 2012 - October 2012
Medco September 2011 - March 2012
SiWEL Consulting October 2010 - June 2011
Kruse Control Software & Kruse Consulting Services LLC June 2008 - October 2010
UBS Investment Bank August 2007 - May 2008
Credit Suisse November 1996 - August 2007
DLJ November 1996 - August 2007
Credit Suisse First Boston (CSFB) November 1996 - August 2007
Union Camp Corporation July 1987 - November 1996
Skills
Series 3, Series 7, Series 63, Trading Systems, Investment Banking, Capital Markets, Equities, SDLC, Program Management, Software Project..., Securities, Project Portfolio..., Financial Markets, Banking, Trading, Electronic Trading, PMO, Business Management, Investments, Management Consulting, IT Strategy, Strategic Planning, Outsourcing, Management, FINRA, Process Improvement, Derivatives, Project Management, Risk Management, Equity Trading, Agile Methodologies, Portfolio Management, Vendor Management, Asset Managment, Fixed Income, Financial Services, Market Data, Business Analysis, Equity Derivatives, Options, Mergers & Acquisitions, Financial Risk, CRM, Business Process, Asset Management, Disaster Recovery, Data Center, Executive Management, Healthcare, Leadership
Education
Syracuse University
Bachelor's degree, Economics
The Lawrenceville School 1976 — 1979
College/University Preparatory and Advanced High School/Secondary Diploma Program
Stephen Polito's UBS Investment Bank Experience April 2007 - November 2007
Job EVP of Marketing and Mortgage Technology at AnnieMac Home Mortgage
Industry Information Technology and Services
Experience
AnnieMac Home Mortgage March 2011 - Present
Equinox Sortware Solutions, Inc. November 1997 - Present
Village Capital & Investment April 2007 - March 2011
UBS Investment Bank April 2007 - November 2007
Option One Mortgage May 2005 - April 2007
H&R Block May 2005 - April 2007
American Business Financial Services 1996 - 2005
Advanta 1994 - 1996
General Instrument 1994 - 1994
Computer Sciences Corporation 1992 - 1994
Skills
Mortgage Lending, Strategic Planning, Software Development, Patents, Integration, Unix, Program Management, Vendor Management, Sales Management, Mortgage Banking, Management, Oracle, Loan Origination, New Business Development, FHA, Leadership, Residential Mortgages, Refinance, Architecture, Business Analysis, Databases, SQL, Real Estate, Team Leadership, Business Development
Education
Richard Stockton College of New Jersey 1987 — 1991
BA
AnnieMac Home Mortgage March 2011 - Present
Equinox Sortware Solutions, Inc. November 1997 - Present
Village Capital & Investment April 2007 - March 2011
UBS Investment Bank April 2007 - November 2007
Option One Mortgage May 2005 - April 2007
H&R Block May 2005 - April 2007
American Business Financial Services 1996 - 2005
Advanta 1994 - 1996
General Instrument 1994 - 1994
Computer Sciences Corporation 1992 - 1994
Skills
Mortgage Lending, Strategic Planning, Software Development, Patents, Integration, Unix, Program Management, Vendor Management, Sales Management, Mortgage Banking, Management, Oracle, Loan Origination, New Business Development, FHA, Leadership, Residential Mortgages, Refinance, Architecture, Business Analysis, Databases, SQL, Real Estate, Team Leadership, Business Development
Education
Richard Stockton College of New Jersey 1987 — 1991
BA
Sam Jacolow's UBS Investment Bank Experience November 2001 - March 2007
Job Vice President, Technology Recruiting Team Lead, at J.P. Morgan Corporate & Investment Bank
Industry Staffing and Recruiting
Experience
J.P. Morgan March 2010 - Present
Ernst & Young September 2009 - February 2010
Merrill Lynch March 2007 - March 2009
UBS Investment Bank November 2001 - March 2007
Salomon Smith Barney March 2000 - May 2001
PricewaterhouseCoopers August 1996 - March 2000
Skills
Recruiting, Onboarding, Program Management, Management, Executive Search, Leadership, Strategy, Talent Acquisition, Equities, SDLC
Education
State University of New York College at Plattsburgh 1990 — 1992
J.P. Morgan March 2010 - Present
Ernst & Young September 2009 - February 2010
Merrill Lynch March 2007 - March 2009
UBS Investment Bank November 2001 - March 2007
Salomon Smith Barney March 2000 - May 2001
PricewaterhouseCoopers August 1996 - March 2000
Skills
Recruiting, Onboarding, Program Management, Management, Executive Search, Leadership, Strategy, Talent Acquisition, Equities, SDLC
Education
State University of New York College at Plattsburgh 1990 — 1992
Jill Newman's UBS Investment Bank Experience 2004 - Present
Job Senior Business Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank 2004 - Present
Merrill Lynch 2003 - 2004
ICI/ADP 2001 - 2002
Lehman Brothers 2000 - 2002
Thoughtworks 1999 - 2000
Bear Stearns 1989 - 1999
Skills
Fixed Income, Prime Brokerage, Trading Systems, Securities, Investment Banking, Middle Office, Back Office, Swaps, Credit Derivatives, Trading, Equities, Business Analysis, Project Management, Equity Derivatives, Capital Markets, Hedge Funds, Bloomberg, MBS, Business Requirements, Scrum, Cost Basis, Cost Basis Reporting, Tax Reporting, Systems Analysis, Process Engineering, Gap Analysis, Transaction Processing, Repo/ Resale, Use Case, Microsoft Access, Full SDLC, BRDs, 1099 Reporting, Securities Operations, Structured Notes
Education
SANNO Institute of Business Administration
State University of New York College at Oneonta
Bachelor of Science Degree
UBS Investment Bank 2004 - Present
Merrill Lynch 2003 - 2004
ICI/ADP 2001 - 2002
Lehman Brothers 2000 - 2002
Thoughtworks 1999 - 2000
Bear Stearns 1989 - 1999
Skills
Fixed Income, Prime Brokerage, Trading Systems, Securities, Investment Banking, Middle Office, Back Office, Swaps, Credit Derivatives, Trading, Equities, Business Analysis, Project Management, Equity Derivatives, Capital Markets, Hedge Funds, Bloomberg, MBS, Business Requirements, Scrum, Cost Basis, Cost Basis Reporting, Tax Reporting, Systems Analysis, Process Engineering, Gap Analysis, Transaction Processing, Repo/ Resale, Use Case, Microsoft Access, Full SDLC, BRDs, 1099 Reporting, Securities Operations, Structured Notes
Education
SANNO Institute of Business Administration
State University of New York College at Oneonta
Bachelor of Science Degree
Stephen Hurly's UBS Investment Bank Experience April 1996 - August 1997
Job CEO at Viventia Biotech
Industry Biotechnology
Experience
Viventia Biotech December 2014 - Present
Burrill & Company June 2011 - November 2014
Boenning & Scattergood May 2008 - June 2011
Janney Montgomery Scott August 2004 - June 2008
JP Morgan 2001 - 2004
Hambrecht & Quist 1998 - 2002
Wasserstein Perella 1997 - 1998
UBS Investment Bank April 1996 - August 1997
Prudential Financial August 1990 - March 1996
Skills
Venture Capital, Investment Banking, Investments, Equities, Mergers & Acquisitions, Management, Due Diligence, Private Equity, Strategy, Valuation, Corporate Development, Start-ups, Biotechnology, Entrepreneurship, Business Strategy, Strategic Planning, Mergers, Pharmaceutical Industry, Capital Markets, Corporate Finance, Business Development, Financial Modeling, Portfolio Management, Medical Devices, Investor Relations, Technology Transfer, Emerging Markets, Negotiation, Leadership, Equity Research, Commercialization, Financial Analysis, Licensing, Strategic Partnerships, Business Planning, Product Development, Asset Managment, Product Management, Competitive Analysis, Marketing Strategy, Finance, Lifesciences, New Business Development, Alternative Investments, Hedge Funds, Executive Management, Cross-functional Team..., biotech, Clinical Development
Education
The University of Chicago Booth School of Business 1996 — 1997
MBA, Finance
Swarthmore College 1986 — 1990
BS, Engineering
Viventia Biotech December 2014 - Present
Burrill & Company June 2011 - November 2014
Boenning & Scattergood May 2008 - June 2011
Janney Montgomery Scott August 2004 - June 2008
JP Morgan 2001 - 2004
Hambrecht & Quist 1998 - 2002
Wasserstein Perella 1997 - 1998
UBS Investment Bank April 1996 - August 1997
Prudential Financial August 1990 - March 1996
Skills
Venture Capital, Investment Banking, Investments, Equities, Mergers & Acquisitions, Management, Due Diligence, Private Equity, Strategy, Valuation, Corporate Development, Start-ups, Biotechnology, Entrepreneurship, Business Strategy, Strategic Planning, Mergers, Pharmaceutical Industry, Capital Markets, Corporate Finance, Business Development, Financial Modeling, Portfolio Management, Medical Devices, Investor Relations, Technology Transfer, Emerging Markets, Negotiation, Leadership, Equity Research, Commercialization, Financial Analysis, Licensing, Strategic Partnerships, Business Planning, Product Development, Asset Managment, Product Management, Competitive Analysis, Marketing Strategy, Finance, Lifesciences, New Business Development, Alternative Investments, Hedge Funds, Executive Management, Cross-functional Team..., biotech, Clinical Development
Education
The University of Chicago Booth School of Business 1996 — 1997
MBA, Finance
Swarthmore College 1986 — 1990
BS, Engineering
Jason Monteiro's UBS Investment Bank Experience August 2004 - April 2010
Job Director, Equities Compliance at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank January 2014 - Present
Barclays Wealth and Investment Management December 2012 - December 2013
Barclays Capital April 2010 - December 2012
UBS Investment Bank August 2004 - April 2010
NYSE May 2001 - August 2004
TD Waterhouse (f/k/a Waterhouse Securities) June 1996 - May 2001
Skills
ETFs, Structured Products, Convertible Bonds, Equities, Equity Derivatives
Education
Syracuse University - Martin J. Whitman School of Management 1992 — 1996
Bachelor of Science, Finance
Nashua High
Deutsche Bank January 2014 - Present
Barclays Wealth and Investment Management December 2012 - December 2013
Barclays Capital April 2010 - December 2012
UBS Investment Bank August 2004 - April 2010
NYSE May 2001 - August 2004
TD Waterhouse (f/k/a Waterhouse Securities) June 1996 - May 2001
Skills
ETFs, Structured Products, Convertible Bonds, Equities, Equity Derivatives
Education
Syracuse University - Martin J. Whitman School of Management 1992 — 1996
Bachelor of Science, Finance
Nashua High
Kamron Awwal's UBS Investment Bank Experience June 1999 - September 2003
Job Director at Pragma Securities
Industry Information Technology and Services
Experience
Pragma Securities LLC November 2014 - Present
Credit Suisse September 2012 - November 2014
Deutsche Bank March 2009 - August 2012
Banc of America Securities, LLC. September 2003 - February 2009
UBS Investment Bank June 1999 - September 2003
AT&T Wireless September 1998 - June 1999
Deutsche Bank May 1997 - September 1998
Skills
Trading Systems, Electronic Trading, Equities, Derivatives, Market Data, Fixed Income, Equity Trading, Investment Banking, Capital Markets, Bloomberg, Prime Brokerage, Equity Derivatives
Education
Stevens Institute of Technology 1995 — 2001
Masters, Computer Engineering, Information Mgmt
Pragma Securities LLC November 2014 - Present
Credit Suisse September 2012 - November 2014
Deutsche Bank March 2009 - August 2012
Banc of America Securities, LLC. September 2003 - February 2009
UBS Investment Bank June 1999 - September 2003
AT&T Wireless September 1998 - June 1999
Deutsche Bank May 1997 - September 1998
Skills
Trading Systems, Electronic Trading, Equities, Derivatives, Market Data, Fixed Income, Equity Trading, Investment Banking, Capital Markets, Bloomberg, Prime Brokerage, Equity Derivatives
Education
Stevens Institute of Technology 1995 — 2001
Masters, Computer Engineering, Information Mgmt
Srividya Ramamurthy's UBS Investment Bank Experience 2000 - April 2009
Job Senior Vice President at Bank of America
Industry Financial Services
Experience
Bank of America January 2010 - Present
UBS Investment Bank 2000 - April 2009
Cognizant Technology Solutions 1999 - 2000
Skills
Change Management, Project Management, Incident Management, Production Support, Fixed Income, Investment Banking, Risk Management, Derivatives, Capital Markets, Equities, Business Analysis, Sybase, ITIL Process, ITIL Implementation, Credit Risk, SDLC, Trading, Banking, Trading Systems, Data Warehousing, Credit Derivatives, Portfolio Management, Market Risk
Education
University of Madras 1993 — 1997
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering
Stella Maris College 1992 — 1994
Bachelor of Science (B.S.), Chemistry
National English School 1980 — 1992
Bank of America January 2010 - Present
UBS Investment Bank 2000 - April 2009
Cognizant Technology Solutions 1999 - 2000
Skills
Change Management, Project Management, Incident Management, Production Support, Fixed Income, Investment Banking, Risk Management, Derivatives, Capital Markets, Equities, Business Analysis, Sybase, ITIL Process, ITIL Implementation, Credit Risk, SDLC, Trading, Banking, Trading Systems, Data Warehousing, Credit Derivatives, Portfolio Management, Market Risk
Education
University of Madras 1993 — 1997
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering
Stella Maris College 1992 — 1994
Bachelor of Science (B.S.), Chemistry
National English School 1980 — 1992
Attilio Giue's UBS Investment Bank Experience November 2007 - September 2008
Job Senior Engineer at MLB.Com
Industry Internet
Experience
MLB.com September 2008 - Present
UBS Investment Bank November 2007 - September 2008
UBS Investment Bank January 2006 - November 2007
UBS Wealth Management November 2002 - January 2006
UBS Wealth Management July 2001 - November 2002
UBS Wealth Management August 1997 - July 2001
AT&T June 1994 - August 1997
Skills
SDLC, Java, Sybase, XML, Unix, JSP, Perl, Spring, Web Services, Java Enterprise Edition, Software Development, Hibernate, Agile Methodologies, AJAX, HTML, Requirements Analysis, SQL, Oracle
Education
Stevens Institute of Technology 1990 — 1994
Bachelor of Engineering (B.E.), Computer Engineering
MLB.com September 2008 - Present
UBS Investment Bank November 2007 - September 2008
UBS Investment Bank January 2006 - November 2007
UBS Wealth Management November 2002 - January 2006
UBS Wealth Management July 2001 - November 2002
UBS Wealth Management August 1997 - July 2001
AT&T June 1994 - August 1997
Skills
SDLC, Java, Sybase, XML, Unix, JSP, Perl, Spring, Web Services, Java Enterprise Edition, Software Development, Hibernate, Agile Methodologies, AJAX, HTML, Requirements Analysis, SQL, Oracle
Education
Stevens Institute of Technology 1990 — 1994
Bachelor of Engineering (B.E.), Computer Engineering
Sudeshna Ghosh-Hazra's UBS Investment Bank Experience October 2005 - August 2008
Job at Barclays Wealth
Industry Investment Banking
Experience
Barclays June 2010 - Present
Credit Suisse August 2008 - May 2010
UBS Investment Bank October 2005 - August 2008
Northop Grumman June 2003 - October 2005
Skills
Equities, Capital Markets, Fixed Income, Investment Banking, Asset Management, Derivatives, Trading Systems, Bloomberg, Structured Products
Education
Stony Brook University
Barclays June 2010 - Present
Credit Suisse August 2008 - May 2010
UBS Investment Bank October 2005 - August 2008
Northop Grumman June 2003 - October 2005
Skills
Equities, Capital Markets, Fixed Income, Investment Banking, Asset Management, Derivatives, Trading Systems, Bloomberg, Structured Products
Education
Stony Brook University
Jason DeRise, CFA's UBS Investment Bank Experience October 2014 - Present
Job Executive Director | Research Analyst | European Beverages at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank October 2014 - Present
UBS Investment Bank August 2011 - October 2014
UBS September 2007 - September 2011
Sanford Bernstein July 2004 - September 2007
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Equity Research, Stock Market, Equities, Valuation, Corporate Finance, Capital Markets, Investments, Hedge Funds, Bloomberg, Alternative Investments, Portfolio Management, Asset Management, Investment Banking, Financial Markets, Fixed Income
Education
Syracuse University - Martin J. Whitman School of Management 1998 — 2002
UBS Investment Bank October 2014 - Present
UBS Investment Bank August 2011 - October 2014
UBS September 2007 - September 2011
Sanford Bernstein July 2004 - September 2007
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Equity Research, Stock Market, Equities, Valuation, Corporate Finance, Capital Markets, Investments, Hedge Funds, Bloomberg, Alternative Investments, Portfolio Management, Asset Management, Investment Banking, Financial Markets, Fixed Income
Education
Syracuse University - Martin J. Whitman School of Management 1998 — 2002
Jay Freeman's UBS Investment Bank Experience June 2012 - August 2014
Job Research Analyst specializing in value, activist, distressed, special situations investment strategies
Industry Investment Management
Experience
BlackView Capital Advisors September 2014 - Present
UBS Investment Bank June 2012 - August 2014
AllianceBernstein November 2011 - June 2012
RBS Global Banking & Markets 2011 - 2011
Credit Suisse 2011 - 2011
Black Opal Equity LLC 2010 - 2011
Skills
Hedge Funds, Capital Markets, Valuation, Alternative Investments, Equities, Investment Banking, Derivatives, Fixed Income, Private Equity, Credit Derivatives, Financial Structuring, Bonds, LBO, Private Placements, Financial Modeling, Bloomberg, Emerging Markets, Asset Managment, Equity Research, Equity Valuation, Structured Products, Asset Management, Venture Capital, Leveraged Finance, High Yield, Securities, Structured Finance, Investment Management, Restructuring, Debt Restructuring, Distressed Debt, Business Valuation, Non-performing Loans, Loan Work-outs, Chapter 11, Bankruptcy, Leveraged Lending, Corporate Finance, Portfolio Management, Financial Analysis, Credit Analysis, Investment Strategies, Investment Advisory, Alternative Investment..., Shareholder Activism, Special Situations, Investments
Education
State University of New York Empire State College
B.S., Finance
BlackView Capital Advisors September 2014 - Present
UBS Investment Bank June 2012 - August 2014
AllianceBernstein November 2011 - June 2012
RBS Global Banking & Markets 2011 - 2011
Credit Suisse 2011 - 2011
Black Opal Equity LLC 2010 - 2011
Skills
Hedge Funds, Capital Markets, Valuation, Alternative Investments, Equities, Investment Banking, Derivatives, Fixed Income, Private Equity, Credit Derivatives, Financial Structuring, Bonds, LBO, Private Placements, Financial Modeling, Bloomberg, Emerging Markets, Asset Managment, Equity Research, Equity Valuation, Structured Products, Asset Management, Venture Capital, Leveraged Finance, High Yield, Securities, Structured Finance, Investment Management, Restructuring, Debt Restructuring, Distressed Debt, Business Valuation, Non-performing Loans, Loan Work-outs, Chapter 11, Bankruptcy, Leveraged Lending, Corporate Finance, Portfolio Management, Financial Analysis, Credit Analysis, Investment Strategies, Investment Advisory, Alternative Investment..., Shareholder Activism, Special Situations, Investments
Education
State University of New York Empire State College
B.S., Finance
David Ries's UBS Investment Bank Experience December 2010 - November 2012
Job Assistant Vice President at Deutsche Bank
Industry Accounting
Experience
Deutsche Bank June 2015 - Present
H.I.G. Capital May 2013 - June 2015
UBS Investment Bank December 2010 - November 2012
KPMG September 2007 - December 2010
Skills
Financial Analysis, Financial Reporting, Accounting, Management, Private Equity, Hedge Funds, Investment Banking, Financial Modeling, Analysis, Bloomberg, Leveraged Finance, Investments
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
BS, CPA Accounting, Finance
Deutsche Bank June 2015 - Present
H.I.G. Capital May 2013 - June 2015
UBS Investment Bank December 2010 - November 2012
KPMG September 2007 - December 2010
Skills
Financial Analysis, Financial Reporting, Accounting, Management, Private Equity, Hedge Funds, Investment Banking, Financial Modeling, Analysis, Bloomberg, Leveraged Finance, Investments
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
BS, CPA Accounting, Finance
Michelle A. Smith's UBS Investment Bank Experience January 2007 - September 2009
Job HR Generalist US Land at Baker Hughes
Industry Investment Banking
Experience
Baker Hughes February 2012 - Present
Baker Hughes July 2011 - February 2012
Baker Hughes January 2011 - July 2011
Human Resources Services Enhanced, LLC September 2009 - January 2011
UBS Investment Bank January 2007 - September 2009
Bear Stearns March 2005 - January 2007
TD Waterhouse July 2003 - March 2005
Education
State University of New York at Stony Brook 2000 — 2003
B.A., Economics
Baker Hughes February 2012 - Present
Baker Hughes July 2011 - February 2012
Baker Hughes January 2011 - July 2011
Human Resources Services Enhanced, LLC September 2009 - January 2011
UBS Investment Bank January 2007 - September 2009
Bear Stearns March 2005 - January 2007
TD Waterhouse July 2003 - March 2005
Education
State University of New York at Stony Brook 2000 — 2003
B.A., Economics
David Nass's UBS Investment Bank Experience August 2011 - Present
Job Managing Director at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank August 2011 - Present
Morgan Stanley January 2010 - September 2011
DTZ Rockwood January 2009 - December 2009
Lehman Brothers March 2001 - December 2008
JP Morgan 1996 - 2001
The Chase Manhattan Bank 1996 - 2001
Skills
CMBS, Business Development, Asset Management, Asset Managment, Banking, Capital Markets, Due Diligence, Financial Structuring, Fixed Income, High Yield, Investment Banking, MBS, Mezzanine, Portfolio Management, Real Estate Economics, Real Estate Private..., Securitization, Structured Products, Valuation
Education
Washington University in St. Louis - Olin Business School 1994 — 1996
MBA, Finance
Syracuse University 1987 — 1991
BS, Marketing
Syracuse University - Martin J. Whitman School of Management 1987 — 1991
BS, Marketing
Rye 1983 — 1987
UBS Investment Bank August 2011 - Present
Morgan Stanley January 2010 - September 2011
DTZ Rockwood January 2009 - December 2009
Lehman Brothers March 2001 - December 2008
JP Morgan 1996 - 2001
The Chase Manhattan Bank 1996 - 2001
Skills
CMBS, Business Development, Asset Management, Asset Managment, Banking, Capital Markets, Due Diligence, Financial Structuring, Fixed Income, High Yield, Investment Banking, MBS, Mezzanine, Portfolio Management, Real Estate Economics, Real Estate Private..., Securitization, Structured Products, Valuation
Education
Washington University in St. Louis - Olin Business School 1994 — 1996
MBA, Finance
Syracuse University 1987 — 1991
BS, Marketing
Syracuse University - Martin J. Whitman School of Management 1987 — 1991
BS, Marketing
Rye 1983 — 1987
Nick Uljaj's UBS Investment Bank Experience February 2004 - August 2007
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs September 2012 - Present
Royal Bank of Scotland April 2011 - September 2012
Morgan Stanley August 2007 - April 2011
UBS Investment Bank February 2004 - August 2007
TD Ameritrade January 2002 - January 2004
Deutsche Bank Securities January 2001 - January 2002
ABN AMRO June 2000 - January 2001
ING Investment Banking October 1999 - June 2000
Banc of America Securities October 1998 - October 1999
New York Stock Exchange January 1998 - October 1998
Skills
Electronic Trading, Options, FX trading, Equity Derivatives, Algo, FIX, High Frequency Trading, Market Making, SQL, Unix, XML, Python, Equity Trading, Equities, Trading Systems, Swaps, Middle Office, Low Latency, Market Data, Financial Markets, Prime Brokerage
Education
Syracuse University 1993 — 1998
Fordham Prep
Goldman Sachs September 2012 - Present
Royal Bank of Scotland April 2011 - September 2012
Morgan Stanley August 2007 - April 2011
UBS Investment Bank February 2004 - August 2007
TD Ameritrade January 2002 - January 2004
Deutsche Bank Securities January 2001 - January 2002
ABN AMRO June 2000 - January 2001
ING Investment Banking October 1999 - June 2000
Banc of America Securities October 1998 - October 1999
New York Stock Exchange January 1998 - October 1998
Skills
Electronic Trading, Options, FX trading, Equity Derivatives, Algo, FIX, High Frequency Trading, Market Making, SQL, Unix, XML, Python, Equity Trading, Equities, Trading Systems, Swaps, Middle Office, Low Latency, Market Data, Financial Markets, Prime Brokerage
Education
Syracuse University 1993 — 1998
Fordham Prep
Jenn (Messina) Babore's UBS Investment Bank Experience January 2012 - Present
Job Director, Global Business Manager/Team Lead Collateral Ops, Counterparty Risk Ops, Treasury at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank January 2012 - Present
UBS Investment Bank January 2011 - January 2012
UBS Investment Bank January 2010 - January 2011
UBS Investment Bank June 2008 - January 2010
UBS Investment Bank March 2008 - May 2008
UBS Investment Bank May 2007 - February 2008
UBS Investment Bank May 2006 - May 2007
UBS Investment Bank March 2005 - May 2006
UBS Investment Bank May 2003 - February 2005
UBS Investment Bank May 2001 - May 2003
Skills
Fixed Income, Collateral Management, Risk Management, Securities, Back Office, Analysis, Training, Finance, Process Improvement, Financial Risk, Requirements Analysis, Project Management, Management, Business Analysis, Operations Management, Team Management, Budgets
Education
Stetson University 1995 — 1998
BBA, International Business
Pearl River High School 1990 — 1995
UBS Investment Bank January 2012 - Present
UBS Investment Bank January 2011 - January 2012
UBS Investment Bank January 2010 - January 2011
UBS Investment Bank June 2008 - January 2010
UBS Investment Bank March 2008 - May 2008
UBS Investment Bank May 2007 - February 2008
UBS Investment Bank May 2006 - May 2007
UBS Investment Bank March 2005 - May 2006
UBS Investment Bank May 2003 - February 2005
UBS Investment Bank May 2001 - May 2003
Skills
Fixed Income, Collateral Management, Risk Management, Securities, Back Office, Analysis, Training, Finance, Process Improvement, Financial Risk, Requirements Analysis, Project Management, Management, Business Analysis, Operations Management, Team Management, Budgets
Education
Stetson University 1995 — 1998
BBA, International Business
Pearl River High School 1990 — 1995
Daniel Leyden Hard Money Lenders NY,NJ,CT,PA,MD's UBS Investment Bank Experience December 2000 - September 2004
Job Hard Money Lending, Hard Money Lenders, Hard Money Loans, Rehab Lenders, Private Money Lending, Transactional Funding
Industry Financial Services
Experience
Asset Based Lending, LLC January 2011 - Present
Golub Capital April 2010 - December 2010
Highland Financial Holdings Group, LLC September 2004 - December 2009
UBS Investment Bank December 2000 - September 2004
PaineWebber Group, Inc August 1985 - December 2000
L.F. Rothschild, Unterberg, Towbin June 1984 - August 1985
Skills
Private Equity, Hedge Funds, Bonds, Asset Based Lending, Investment Banking, Equities, Asset Managment, Due Diligence, Valuation, Structured Finance, Trading, Banking, Capital Markets, Investments, Asset Management, Securities, Credit, Derivatives, Portfolio Management, Mutual Funds, Fixed Income, Strategic Financial..., Wealth Management, Loans, Mortgage Lending, Funding, Risk Management, Emerging Markets, Venture Capital, ABS, Hard Money Lending, Series 7, Swaps, MBS, Finance, Real Estate, Securitization, Strategy, Accounting, Investor Relations, Financial Services, Middle Office, Financial Structuring, Alternative Investments
Education
Syracuse University - Martin J. Whitman School of Management 1980 — 1984
BS, Accounting
Asset Based Lending, LLC January 2011 - Present
Golub Capital April 2010 - December 2010
Highland Financial Holdings Group, LLC September 2004 - December 2009
UBS Investment Bank December 2000 - September 2004
PaineWebber Group, Inc August 1985 - December 2000
L.F. Rothschild, Unterberg, Towbin June 1984 - August 1985
Skills
Private Equity, Hedge Funds, Bonds, Asset Based Lending, Investment Banking, Equities, Asset Managment, Due Diligence, Valuation, Structured Finance, Trading, Banking, Capital Markets, Investments, Asset Management, Securities, Credit, Derivatives, Portfolio Management, Mutual Funds, Fixed Income, Strategic Financial..., Wealth Management, Loans, Mortgage Lending, Funding, Risk Management, Emerging Markets, Venture Capital, ABS, Hard Money Lending, Series 7, Swaps, MBS, Finance, Real Estate, Securitization, Strategy, Accounting, Investor Relations, Financial Services, Middle Office, Financial Structuring, Alternative Investments
Education
Syracuse University - Martin J. Whitman School of Management 1980 — 1984
BS, Accounting
Steven Allsopp's UBS Investment Bank Experience November 2007 - August 2009
Job Professional Services Category Lead at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP January 2013 - Present
Barclays Capital August 2009 - December 2012
UBS Investment Bank November 2007 - August 2009
JPMorgan Chase April 2005 - October 2007
Georgeson Shareholder 2002 - 2004
Olympus 1993 - 1998
Skills
Global Sourcing, Strategic Sourcing, Professional Services, Supplier Consolidation, Outsourcing, Offshoring, Supplier Management, Negotiation, BPO, Vendor Management, Cost Reduction, Contract Negotiations, Spend Analysis, Team Leadership, Sourcing, Issue Resolution, Supply Management, Business Transformation, IT Outsourcing, SDLC, Management, Consolidation, Competitive Analysis, Contract Negotiation, Procurement, Strategy, Business Process..., Financial Services, Process Improvement, Change Management, Stakeholder Management, Analytics, E-procurement, Cross-functional Team...
Education
State University of New York at Stony Brook 1995 — 1997
Masters in Technology Management
Cold Spring Harbor High School
Bloomberg LP January 2013 - Present
Barclays Capital August 2009 - December 2012
UBS Investment Bank November 2007 - August 2009
JPMorgan Chase April 2005 - October 2007
Georgeson Shareholder 2002 - 2004
Olympus 1993 - 1998
Skills
Global Sourcing, Strategic Sourcing, Professional Services, Supplier Consolidation, Outsourcing, Offshoring, Supplier Management, Negotiation, BPO, Vendor Management, Cost Reduction, Contract Negotiations, Spend Analysis, Team Leadership, Sourcing, Issue Resolution, Supply Management, Business Transformation, IT Outsourcing, SDLC, Management, Consolidation, Competitive Analysis, Contract Negotiation, Procurement, Strategy, Business Process..., Financial Services, Process Improvement, Change Management, Stakeholder Management, Analytics, E-procurement, Cross-functional Team...
Education
State University of New York at Stony Brook 1995 — 1997
Masters in Technology Management
Cold Spring Harbor High School
Bill Twombly's UBS Investment Bank Experience May 2004 - January 2012
Job Chief Operating Officer
Industry Banking
Experience
Investors Consulting Group June 2014 - Present
NewOak Capital 2012 - May 2014
UBS Investment Bank May 2004 - January 2012
The Clayton Group October 2002 - May 2004
Deutsche Bank April 2002 - October 2002
Paine Webber January 1993 - September 1997
Skills
Structured Finance, Financial Structuring, Investments, Equities, Financial Modeling, Financial Services, Finance, Financial Analysis, Commercial Lending, Mergers & Acquisitions, Structured Products, Hedge Funds
Education
Suffolk University 1982 — 1984
Business Finance
Investors Consulting Group June 2014 - Present
NewOak Capital 2012 - May 2014
UBS Investment Bank May 2004 - January 2012
The Clayton Group October 2002 - May 2004
Deutsche Bank April 2002 - October 2002
Paine Webber January 1993 - September 1997
Skills
Structured Finance, Financial Structuring, Investments, Equities, Financial Modeling, Financial Services, Finance, Financial Analysis, Commercial Lending, Mergers & Acquisitions, Structured Products, Hedge Funds
Education
Suffolk University 1982 — 1984
Business Finance
Laurie Hershenov's UBS Investment Bank Experience September 2007 - Present
Job Executive Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank September 2007 - Present
Citigroup August 1996 - September 2007
Skills
Series 7, Prime Brokerage
Education
Syracuse University 1997 — 1999
UBS Investment Bank September 2007 - Present
Citigroup August 1996 - September 2007
Skills
Series 7, Prime Brokerage
Education
Syracuse University 1997 — 1999
Harry Erikson's UBS Investment Bank Experience 2006 - 2007
Job Capital Markets Professional
Industry Capital Markets
Experience
Nomura Securities 2012 - 2014
Nomura Securities 2010 - 2012
Merrill Lynch 2008 - 2009
UBS Investment Bank 2006 - 2007
UBS Investment Bank 2004 - 2006
UBS Investment Bank 2000 - 2004
Pershing, a BNY Mellon company 2000 - 2000
Bear, Stearns & Co. Inc. 1997 - 1999
Dreyfus 1995 - 1997
Skills
Middle Office, Fixed Income, Bonds, Settlement, MBS, Agency MBS, CMBS, Capital Markets, Customer Service, Investment Banking, Trading, Trading Systems, Bloomberg, MBS Whole Loans, Operations Management, US Treasuries, Microsoft Office, Management, Microsoft Excel, Project Management, Leadership, Sales, ABS, RMBS, Business Strategy, Microsoft Word, Research
Education
State University of New York College at Old Westbury
Bachelor's Degree, Accounting
University at Buffalo
Bachelor's Degree, Geography
Nomura Securities 2012 - 2014
Nomura Securities 2010 - 2012
Merrill Lynch 2008 - 2009
UBS Investment Bank 2006 - 2007
UBS Investment Bank 2004 - 2006
UBS Investment Bank 2000 - 2004
Pershing, a BNY Mellon company 2000 - 2000
Bear, Stearns & Co. Inc. 1997 - 1999
Dreyfus 1995 - 1997
Skills
Middle Office, Fixed Income, Bonds, Settlement, MBS, Agency MBS, CMBS, Capital Markets, Customer Service, Investment Banking, Trading, Trading Systems, Bloomberg, MBS Whole Loans, Operations Management, US Treasuries, Microsoft Office, Management, Microsoft Excel, Project Management, Leadership, Sales, ABS, RMBS, Business Strategy, Microsoft Word, Research
Education
State University of New York College at Old Westbury
Bachelor's Degree, Accounting
University at Buffalo
Bachelor's Degree, Geography
Chunxiao Hou's UBS Investment Bank Experience October 2009 - April 2011
Job JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase April 2011 - Present
UBS Investment Bank October 2009 - April 2011
Knoa Software December 2008 - October 2009
Skills
Java, SQL, C++, SDLC, XML, JavaScript, Databases, Unix, Python, Oracle
Education
Stony Brook University 2007 — 2008
Master, Computer Science
JPMorgan Chase April 2011 - Present
UBS Investment Bank October 2009 - April 2011
Knoa Software December 2008 - October 2009
Skills
Java, SQL, C++, SDLC, XML, JavaScript, Databases, Unix, Python, Oracle
Education
Stony Brook University 2007 — 2008
Master, Computer Science
Cj Garcia's UBS Investment Bank Experience 2008 - Present
Job Trader at UBS
Industry Financial Services
Experience
UBS Investment Bank 2008 - Present
UBS 2000 - 2008
Garban Intercapital Securities 1994 - 2000
Tradition North America Inc 1992 - 1994
Tradition North America Inc 1991 - 1992
Skills
Wealth Management, Equities, Fixed Income, Series 7, Asset Management, Asset Managment, Bonds, Bloomberg, Capital Markets, Derivatives, Electronic Trading, Emerging Markets, FX Options, Financial Markets, Financial Risk, Hedge Funds, Investments, Portfolio Management, Securities, Series 63, Settlement, Structured Products, Swaps, Trading, Trading Systems
Education
Stockton University 1986 — 1990
UBS Investment Bank 2008 - Present
UBS 2000 - 2008
Garban Intercapital Securities 1994 - 2000
Tradition North America Inc 1992 - 1994
Tradition North America Inc 1991 - 1992
Skills
Wealth Management, Equities, Fixed Income, Series 7, Asset Management, Asset Managment, Bonds, Bloomberg, Capital Markets, Derivatives, Electronic Trading, Emerging Markets, FX Options, Financial Markets, Financial Risk, Hedge Funds, Investments, Portfolio Management, Securities, Series 63, Settlement, Structured Products, Swaps, Trading, Trading Systems
Education
Stockton University 1986 — 1990
Bernard Davidson's UBS Investment Bank Experience March 2004 - March 2008
Job Developer/DBA at UBS Investment Bank
Industry Investment Banking
Experience
UBS June 2008 - Present
UBS Investment Bank March 2004 - March 2008
Telcordia Technologies May 2001 - March 2004
Skills
Sybase, Unix, PL/SQL, Oracle, SQL, Database Design, SDLC, ETL, Microsoft SQL Server, Agile Methodologies, Data Modeling
Education
Stony Brook University
UBS June 2008 - Present
UBS Investment Bank March 2004 - March 2008
Telcordia Technologies May 2001 - March 2004
Skills
Sybase, Unix, PL/SQL, Oracle, SQL, Database Design, SDLC, ETL, Microsoft SQL Server, Agile Methodologies, Data Modeling
Education
Stony Brook University
Andrew Gatherer's UBS Investment Bank Experience October 2002 - Present
Job Associate Director at UBS
Industry Financial Services
Experience
UBS Investment Bank October 2002 - Present
Education
State University of New York College at Plattsburgh 1991 — 1995
UBS Investment Bank October 2002 - Present
Education
State University of New York College at Plattsburgh 1991 — 1995
Anthony Beshara's UBS Investment Bank Experience 2003 - 2008
Job Ranieri Partners Management LLC
Industry Investment Banking
Experience
Barclays Investment Bank July 2014 - Present
Ranieri Partners July 2008 - July 2014
UBS Investment Bank 2003 - 2008
Citigroup 2001 - 2003
JPMorgan Chase 2000 - 2001
Education
Syracuse University 1996 — 2000
Barclays Investment Bank July 2014 - Present
Ranieri Partners July 2008 - July 2014
UBS Investment Bank 2003 - 2008
Citigroup 2001 - 2003
JPMorgan Chase 2000 - 2001
Education
Syracuse University 1996 — 2000
Jordan Harris's UBS Investment Bank Experience June 2007 - October 2007
Job Managing Director: Structured Product Sales
Industry Capital Markets
Experience
CRT Capital Group September 2013 - April 2015
BNY Mellon April 2011 - May 2013
Mesirow Financial August 2010 - March 2011
Vining Sparks March 2009 - July 2010
UBS Investment Bank June 2007 - October 2007
Lehman Brothers June 2006 - June 2007
Lehman Brothers August 2004 - June 2006
PEAK6 INVESTMENTS, L.P. June 2003 - August 2003
Goldman Sachs January 2000 - July 2002
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA, Accounting & Finance
State University of New York College at Buffalo 1994 — 1998
B.S., Business Administration
CRT Capital Group September 2013 - April 2015
BNY Mellon April 2011 - May 2013
Mesirow Financial August 2010 - March 2011
Vining Sparks March 2009 - July 2010
UBS Investment Bank June 2007 - October 2007
Lehman Brothers June 2006 - June 2007
Lehman Brothers August 2004 - June 2006
PEAK6 INVESTMENTS, L.P. June 2003 - August 2003
Goldman Sachs January 2000 - July 2002
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA, Accounting & Finance
State University of New York College at Buffalo 1994 — 1998
B.S., Business Administration
Douglas Howie's UBS Investment Bank Experience March 1997 - May 2007
Job Executive Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan May 2007 - Present
UBS Investment Bank March 1997 - May 2007
EDS September 1994 - March 1997
American Express Bank September 1989 - September 1994
Drexel Burnham Lambert 1986 - 1989
NJ Transit 1983 - 1986
Skills
Financial Markets, Trading, Market Data, Equity Derivatives, Prime Brokerage, Vendor Management, Hedge Funds, Middle Office, Commodity, Investment Banking, Securities, Electronic Trading, FX Options, Trading Systems, Fixed Income, Equities, Derivatives
Education
PS 41
Stevens Institute of Technology
J.P. Morgan May 2007 - Present
UBS Investment Bank March 1997 - May 2007
EDS September 1994 - March 1997
American Express Bank September 1989 - September 1994
Drexel Burnham Lambert 1986 - 1989
NJ Transit 1983 - 1986
Skills
Financial Markets, Trading, Market Data, Equity Derivatives, Prime Brokerage, Vendor Management, Hedge Funds, Middle Office, Commodity, Investment Banking, Securities, Electronic Trading, FX Options, Trading Systems, Fixed Income, Equities, Derivatives
Education
PS 41
Stevens Institute of Technology
Steven Puentes's UBS Investment Bank Experience December 2000 - May 2008
Job Outsourcing/Offshoring Professional
Industry Outsourcing/Offshoring
Experience
UBS Investment Bank December 2000 - May 2008
Lehman Brothers January 2000 - December 2000
Education
Stony Brook University 1994 — 1996
BA, History
UBS Investment Bank December 2000 - May 2008
Lehman Brothers January 2000 - December 2000
Education
Stony Brook University 1994 — 1996
BA, History
Tom Acunzo's UBS Investment Bank Experience June 1998 - October 2008
Job iOS / Android Game Designer. Tomo Games
Industry Information Technology and Services
Experience
Tomo Games January 2009 - Present
UBS Investment Bank June 1998 - October 2008
Skills
Java, Unix Shell Scripting, XML, Perl, Unix, Unity3D, Linux, Game Development, Game Design, C#, Video Games, Agile Methodologies, Web Services, Tomcat, ITIL, Testing, Tortoise SVN, .NET, Mobile Games, Apache
Education
SUNY Polytechnic Institute 1995 — 1997
BS, Electical Engineering Technology
Tomo Games January 2009 - Present
UBS Investment Bank June 1998 - October 2008
Skills
Java, Unix Shell Scripting, XML, Perl, Unix, Unity3D, Linux, Game Development, Game Design, C#, Video Games, Agile Methodologies, Web Services, Tomcat, ITIL, Testing, Tortoise SVN, .NET, Mobile Games, Apache
Education
SUNY Polytechnic Institute 1995 — 1997
BS, Electical Engineering Technology
Jossy Thomas's UBS Investment Bank Experience August 2005 - Present
Job Associate Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank August 2005 - Present
Skills
Prime Brokerage, Hedge Funds, Trading Systems
Education
New York University - Leonard N. Stern School of Business
MBA, Finance/Entrepreneurship
Stony Brook University
B.S., Computer Science
UBS Investment Bank August 2005 - Present
Skills
Prime Brokerage, Hedge Funds, Trading Systems
Education
New York University - Leonard N. Stern School of Business
MBA, Finance/Entrepreneurship
Stony Brook University
B.S., Computer Science
Tina Trinkle's UBS Investment Bank Experience April 2005 - Present
Job Director at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank April 2005 - Present
Morgan Stanley April 2000 - March 2005
Education
Syracuse University - Maxwell School
Bachelor of Arts (BA), Economics and Math
UBS Investment Bank April 2005 - Present
Morgan Stanley April 2000 - March 2005
Education
Syracuse University - Maxwell School
Bachelor of Arts (BA), Economics and Math
Chris Brodersen's UBS Investment Bank Experience February 1997 - July 1998
Job Research Lead North American Capital Markets at Accenture
Industry Financial Services
Experience
Accenture February 2014 - Present
Colesbury Capital August 2011 - January 2013
Mizuho Securities USA May 2010 - August 2011
TheInfoPro November 2008 - November 2009
The Basic Industries Group, LLC October 2006 - October 2008
Soleil Securities October 2003 - October 2006
RBC Capital Markets May 1999 - December 2002
UBS Investment Bank February 1997 - July 1998
Deutsche Bank March 1992 - February 1997
Brown Brothers Harriman 1987 - 1992
Skills
Investor Relations, Equities, Customer Relations, Team Leadership, Series 7, Financial Analysis, Securities, Investments, Capital Markets, Venture Capital, Private Equity, Client Service, Equity Research, Financial Services, Customer Service, Risk Management, Portfolio Management, Valuation, Strategy, Fixed Income, Financial Modeling, Bloomberg, Hedge Funds, Alternative Investments, Market Research, Mutual Funds, Equity Trading, Trading, Financial Markets, Business Planning, Due Diligence, Asset Management, Relationship Management, Business Development, Investment Banking, Analysis, Mergers & Acquisitions, Product Management, Institutional..., CRM, Start-ups, Finance, Derivatives, Emerging Markets, Series 63, Options, Equity Valuation, Management, Investment Strategies, Corporate Finance
Education
Syracuse University - Martin J. Whitman School of Management 1983 — 1987
B.S., Finance and Marketing
Accenture February 2014 - Present
Colesbury Capital August 2011 - January 2013
Mizuho Securities USA May 2010 - August 2011
TheInfoPro November 2008 - November 2009
The Basic Industries Group, LLC October 2006 - October 2008
Soleil Securities October 2003 - October 2006
RBC Capital Markets May 1999 - December 2002
UBS Investment Bank February 1997 - July 1998
Deutsche Bank March 1992 - February 1997
Brown Brothers Harriman 1987 - 1992
Skills
Investor Relations, Equities, Customer Relations, Team Leadership, Series 7, Financial Analysis, Securities, Investments, Capital Markets, Venture Capital, Private Equity, Client Service, Equity Research, Financial Services, Customer Service, Risk Management, Portfolio Management, Valuation, Strategy, Fixed Income, Financial Modeling, Bloomberg, Hedge Funds, Alternative Investments, Market Research, Mutual Funds, Equity Trading, Trading, Financial Markets, Business Planning, Due Diligence, Asset Management, Relationship Management, Business Development, Investment Banking, Analysis, Mergers & Acquisitions, Product Management, Institutional..., CRM, Start-ups, Finance, Derivatives, Emerging Markets, Series 63, Options, Equity Valuation, Management, Investment Strategies, Corporate Finance
Education
Syracuse University - Martin J. Whitman School of Management 1983 — 1987
B.S., Finance and Marketing
Denise Ferreira Carder's UBS Investment Bank Experience July 2004 - August 2009
Job at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2010 - Present
Nomura August 2009 - March 2010
UBS Investment Bank July 2004 - August 2009
Citigroup February 2002 - July 2004
Skills
MBS, Fixed Income, Equities, Capital Markets, Investment Banking, Options, Securities, Middle Office, Series 7, Bonds, Financial Risk, Derivatives, Banking, Trading, Financial Markets, Financial Services, Bloomberg, Prime Brokerage, Trading Systems
Education
Stony Brook University 1997 — 2001
BS, Business Management
Manhattan Center 1993 — 1997
Wells Fargo April 2010 - Present
Nomura August 2009 - March 2010
UBS Investment Bank July 2004 - August 2009
Citigroup February 2002 - July 2004
Skills
MBS, Fixed Income, Equities, Capital Markets, Investment Banking, Options, Securities, Middle Office, Series 7, Bonds, Financial Risk, Derivatives, Banking, Trading, Financial Markets, Financial Services, Bloomberg, Prime Brokerage, Trading Systems
Education
Stony Brook University 1997 — 2001
BS, Business Management
Manhattan Center 1993 — 1997
Jaclyn Tyndorf's UBS Investment Bank Experience June 2014 - Present
Job Client Onboarding at UBS
Industry Financial Services
Experience
UBS Investment Bank June 2014 - Present
New York City Department of Consumer Affairs March 2014 - June 2014
New York City Department of Consumer Affairs September 2013 - March 2014
New York Law School August 2010 - May 2013
Media Law & Policy 2012 - 2013
Voice on the Net Coalition August 2012 - December 2012
Federal Communications Commission June 2012 - August 2012
Lis Wiehl, FOX News Analyst and Adjunct Professor at New York Law School January 2012 - May 2012
State of New Jersey Office of the Attorney General June 2011 - August 2011
Southard Communications September 2008 - July 2010
Education
New York Law School 2010 — 2013
J.D.
Syracuse University 2004 — 2008
B.S., Broadcast Journalism
UBS Investment Bank June 2014 - Present
New York City Department of Consumer Affairs March 2014 - June 2014
New York City Department of Consumer Affairs September 2013 - March 2014
New York Law School August 2010 - May 2013
Media Law & Policy 2012 - 2013
Voice on the Net Coalition August 2012 - December 2012
Federal Communications Commission June 2012 - August 2012
Lis Wiehl, FOX News Analyst and Adjunct Professor at New York Law School January 2012 - May 2012
State of New Jersey Office of the Attorney General June 2011 - August 2011
Southard Communications September 2008 - July 2010
Education
New York Law School 2010 — 2013
J.D.
Syracuse University 2004 — 2008
B.S., Broadcast Journalism
Gene Montenare's UBS Investment Bank Experience May 2011 - May 2013
Job Vice President Fixed Income, Currencies & Commodities Business Support Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2014 - Present
Cablevision May 2013 - August 2014
UBS Investment Bank May 2011 - May 2013
Credit Suisse First Boston October 2009 - May 2011
Merrill Lynch February 2006 - October 2009
Symbol Technologies September 2002 - February 2006
Skills
Financial Analysis, Fixed Income, Financial Modeling, Derivatives, Investment Banking, Valuation, Credit Analysis, Corporate Finance, Financial Risk, Asset Managment, Equities, Portfolio Management, Banking, Finance, Analysis, Due Diligence, Asset Management, Currency, Commodity
Education
Stony Brook University 1998 — 2002
BS, Economics
Bank of America Merrill Lynch August 2014 - Present
Cablevision May 2013 - August 2014
UBS Investment Bank May 2011 - May 2013
Credit Suisse First Boston October 2009 - May 2011
Merrill Lynch February 2006 - October 2009
Symbol Technologies September 2002 - February 2006
Skills
Financial Analysis, Fixed Income, Financial Modeling, Derivatives, Investment Banking, Valuation, Credit Analysis, Corporate Finance, Financial Risk, Asset Managment, Equities, Portfolio Management, Banking, Finance, Analysis, Due Diligence, Asset Management, Currency, Commodity
Education
Stony Brook University 1998 — 2002
BS, Economics
Richard Porteous's UBS Investment Bank Experience 2010 - June 2013
Job Vice President at Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch June 2013 - Present
UBS Investment Bank 2010 - June 2013
SEI Investments September 2009 - October 2010
KCM Asset Management May 2008 - December 2009
Skills
Equities, Bloomberg, Financial Services, Fixed Income, Hedge Funds, Trading, Valuation
Education
Stetson University 2004 — 2008
Bank of America Merrill Lynch June 2013 - Present
UBS Investment Bank 2010 - June 2013
SEI Investments September 2009 - October 2010
KCM Asset Management May 2008 - December 2009
Skills
Equities, Bloomberg, Financial Services, Fixed Income, Hedge Funds, Trading, Valuation
Education
Stetson University 2004 — 2008
Jennifer Gabrielson's UBS Investment Bank Experience September 2014 - Present
Job Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank September 2014 - Present
RBS Markets & International Banking January 2012 - August 2014
UBS Investment Bank April 1996 - September 2011
Citibank, N.A. 1990 - 1996
Deutsche Bank Capital Corp. 1987 - 1990
Skills
Derivatives, Credit Derivatives, Capital Markets, Fixed Income, Prime Brokerage, ISDA, FX Options, Hedge Funds, Equities, Investment Banking, Equity Derivatives, Swaps, Middle Office, Structured Products, Options, Trading Systems, Electronic Trading, Interest Rate..., Structured Finance, Bonds, Financial Markets
Education
University of Pennsylvania 1984 — 1986
M.A.
State University of New York at Stony Brook 1980 — 1984
B.A.
UBS Investment Bank September 2014 - Present
RBS Markets & International Banking January 2012 - August 2014
UBS Investment Bank April 1996 - September 2011
Citibank, N.A. 1990 - 1996
Deutsche Bank Capital Corp. 1987 - 1990
Skills
Derivatives, Credit Derivatives, Capital Markets, Fixed Income, Prime Brokerage, ISDA, FX Options, Hedge Funds, Equities, Investment Banking, Equity Derivatives, Swaps, Middle Office, Structured Products, Options, Trading Systems, Electronic Trading, Interest Rate..., Structured Finance, Bonds, Financial Markets
Education
University of Pennsylvania 1984 — 1986
M.A.
State University of New York at Stony Brook 1980 — 1984
B.A.
Rhonda Nieder's UBS Investment Bank Experience September 2002 - June 2004
Job Real Estate Finance Professional
Industry Real Estate
Experience
Capital One Bank May 2009 - Present
Barclays Capital June 2004 - September 2008
UBS Investment Bank September 2002 - June 2004
Nomura June 1997 - 2001
Skills
Portfolio Management, Risk Management, Construction Loans, Origination, Debt, Underwriting, Team Leadership
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
State University of New York at Stony Brook
BS, Mathematics and Economics
Capital One Bank May 2009 - Present
Barclays Capital June 2004 - September 2008
UBS Investment Bank September 2002 - June 2004
Nomura June 1997 - 2001
Skills
Portfolio Management, Risk Management, Construction Loans, Origination, Debt, Underwriting, Team Leadership
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
State University of New York at Stony Brook
BS, Mathematics and Economics
Faith Gomez's UBS Investment Bank Experience March 2012 - March 2013
Job Business Manager
Industry Financial Services
Experience
Credit Suisse August 2015 - Present
UBS Wealth Management April 2015 - August 2015
UBS Wealth Management April 2014 - January 2015
UBS Investment Bank March 2012 - March 2013
McGraw-Hill Federal Credit Union August 2010 - March 2012
Chase February 2008 - August 2010
NBC Universal 2009 - 2009
Sony Music Entertainment 2007 - 2008
Conde Nast 2007 - 2008
KCSA Worldwide 2006 - 2007
Skills
Marketing, Social Media, Public Relations, Social Media Marketing, Digital Media, Event Planning, Marketing Communications, Financial Reporting, Business Analysis, Internal Audit, Operations Management, Investment Banking, Retail Banking, Employee Training, Financial Analysis, Press Releases, Editing, Publicity, Media Relations, New Media, Social Networking, Content Strategy, Entertainment, Marketing Strategy, Risk Management, Derivatives, Analysis, Digital Marketing, Fixed Income, Leadership, Equities
Education
St. Mary's University, Twickenham 2012 — 2013
Master of Business Administration (MBA), International Business
State University of New York at Stony Brook 2006 — 2009
Bachelors of Science, Business Management and Marketing
High School of Economics and Finance 2001 — 2005
Economics and Finance
Credit Suisse August 2015 - Present
UBS Wealth Management April 2015 - August 2015
UBS Wealth Management April 2014 - January 2015
UBS Investment Bank March 2012 - March 2013
McGraw-Hill Federal Credit Union August 2010 - March 2012
Chase February 2008 - August 2010
NBC Universal 2009 - 2009
Sony Music Entertainment 2007 - 2008
Conde Nast 2007 - 2008
KCSA Worldwide 2006 - 2007
Skills
Marketing, Social Media, Public Relations, Social Media Marketing, Digital Media, Event Planning, Marketing Communications, Financial Reporting, Business Analysis, Internal Audit, Operations Management, Investment Banking, Retail Banking, Employee Training, Financial Analysis, Press Releases, Editing, Publicity, Media Relations, New Media, Social Networking, Content Strategy, Entertainment, Marketing Strategy, Risk Management, Derivatives, Analysis, Digital Marketing, Fixed Income, Leadership, Equities
Education
St. Mary's University, Twickenham 2012 — 2013
Master of Business Administration (MBA), International Business
State University of New York at Stony Brook 2006 — 2009
Bachelors of Science, Business Management and Marketing
High School of Economics and Finance 2001 — 2005
Economics and Finance
Kelly Guinnane's UBS Investment Bank Experience October 2007 - August 2009
Job Client Services Administrator at Bill Few Associates
Industry Financial Services
Experience
Bill Few Associates January 2014 - February 2015
BNY Mellon March 2012 - December 2013
BNY Mellon July 2010 - March 2012
UBS Investment Bank October 2007 - August 2009
Skills
Financial Analysis, Business Analysis, Loans, Project Management, Microsoft Excel, Customer Service, Management, Microsoft Office, Analytics, Asset Management, Bloomberg, Sales, CRM, Financial Services, Data Analysis, Analysis, Training
Education
Syracuse University 2001 — 2005
Bachelor's Degree, Marketing & Finance
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
Bachelor's Degree, Marketing & Finance
Bill Few Associates January 2014 - February 2015
BNY Mellon March 2012 - December 2013
BNY Mellon July 2010 - March 2012
UBS Investment Bank October 2007 - August 2009
Skills
Financial Analysis, Business Analysis, Loans, Project Management, Microsoft Excel, Customer Service, Management, Microsoft Office, Analytics, Asset Management, Bloomberg, Sales, CRM, Financial Services, Data Analysis, Analysis, Training
Education
Syracuse University 2001 — 2005
Bachelor's Degree, Marketing & Finance
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
Bachelor's Degree, Marketing & Finance
Wendell Sammons's UBS Investment Bank Experience August 2010 - June 2012
Job Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2013 - Present
Wells Fargo September 2012 - December 2013
UBS Investment Bank August 2010 - June 2012
Thomson Reuters 2005 - 2008
Skills
Investment Banking, Financial Modeling, Valuation, Underwriting, Relationship Management, Financial Statement..., Loan Origination, Loan Modifications, Microsoft Excel, PowerPoint, Microsoft Word, Capital Markets
Education
University of Notre Dame - Mendoza College of Business 2008 — 2010
MBA, Corporate Finance
Swarthmore College 2000 — 2004
BA, Economics
Tower Hill School 1990 — 2000
Wells Fargo December 2013 - Present
Wells Fargo September 2012 - December 2013
UBS Investment Bank August 2010 - June 2012
Thomson Reuters 2005 - 2008
Skills
Investment Banking, Financial Modeling, Valuation, Underwriting, Relationship Management, Financial Statement..., Loan Origination, Loan Modifications, Microsoft Excel, PowerPoint, Microsoft Word, Capital Markets
Education
University of Notre Dame - Mendoza College of Business 2008 — 2010
MBA, Corporate Finance
Swarthmore College 2000 — 2004
BA, Economics
Tower Hill School 1990 — 2000
Kenny Hou's UBS Investment Bank Experience February 2009 - March 2010
Job DBA
Industry Investment Banking
Experience
BNP Paribas March 2010 - January 2012
UBS Investment Bank February 2009 - March 2010
JPMorgan Chase January 2001 - December 2008
UBS PaineWebber June 1999 - January 2001
Skills
Sybase, SQL Server, Oracle, Sybase IQ, Sybase Replication
Education
Stevens Institute of Technology 2000 — 2000
Management Information System
State University of New York at Stony Brook 1995 — 1999
BS, Computer
BNP Paribas March 2010 - January 2012
UBS Investment Bank February 2009 - March 2010
JPMorgan Chase January 2001 - December 2008
UBS PaineWebber June 1999 - January 2001
Skills
Sybase, SQL Server, Oracle, Sybase IQ, Sybase Replication
Education
Stevens Institute of Technology 2000 — 2000
Management Information System
State University of New York at Stony Brook 1995 — 1999
BS, Computer
Jeenu Dahal's UBS Investment Bank Experience February 2009 - August 2009
Job at RBS Global Banking & Markets
Industry Banking
Experience
RBS Global Banking & Markets October 2009 - Present
UBS Investment Bank February 2009 - August 2009
UBS Investment Bank September 2004 - October 2008
Education
Strayer University 1998 — 2004
BA, Business administration
RBS Global Banking & Markets October 2009 - Present
UBS Investment Bank February 2009 - August 2009
UBS Investment Bank September 2004 - October 2008
Education
Strayer University 1998 — 2004
BA, Business administration
Fareena. Shadab's UBS Investment Bank Experience September 2005 - November 2006
Job PMO/Project Manager
Industry Financial Services
Experience
Barclays August 2012 - February 2013
Credit Suisse August 2011 - August 2012
Goldman Sachs November 2006 - November 2008
UBS Investment Bank September 2005 - November 2006
JPMorgan Chase July 2003 - September 2005
Skills
PMO, SDLC, Project Portfolio..., Business Analysis, Project Delivery, Software Project..., PMP, Stakeholder Management, Requirements Analysis, Requirements Gathering
Education
SUNY Stony Brook 2001 — 2004
Bachelor of Applied Science (B.A.Sc.), Information Technology
Barclays August 2012 - February 2013
Credit Suisse August 2011 - August 2012
Goldman Sachs November 2006 - November 2008
UBS Investment Bank September 2005 - November 2006
JPMorgan Chase July 2003 - September 2005
Skills
PMO, SDLC, Project Portfolio..., Business Analysis, Project Delivery, Software Project..., PMP, Stakeholder Management, Requirements Analysis, Requirements Gathering
Education
SUNY Stony Brook 2001 — 2004
Bachelor of Applied Science (B.A.Sc.), Information Technology
Edward Riley's UBS Investment Bank Experience December 2006 - October 2007
Job Experienced QA testing professional
Industry Information Technology and Services
Experience
CSC 2011 - Present
Crestron Electronics 2009 - 2011
JP Morgan June 2008 - December 2008
AT&T October 2007 - June 2008
UBS Investment Bank December 2006 - October 2007
City of New York May 2006 - November 2006
Citigroup June 2005 - May 2006
Bowne & Company August 2003 - May 2005
Marsh October 2002 - July 2003
Barclays Bank July 2002 - October 2002
Education
State University of New York Empire State College 2007 — 2009
BS, Business Management/IT
CSC 2011 - Present
Crestron Electronics 2009 - 2011
JP Morgan June 2008 - December 2008
AT&T October 2007 - June 2008
UBS Investment Bank December 2006 - October 2007
City of New York May 2006 - November 2006
Citigroup June 2005 - May 2006
Bowne & Company August 2003 - May 2005
Marsh October 2002 - July 2003
Barclays Bank July 2002 - October 2002
Education
State University of New York Empire State College 2007 — 2009
BS, Business Management/IT
Helene Kramer's UBS Investment Bank Experience October 2009 - November 2012
Job Respiratory Marketing Team Support at Boehringer Ingelheim
Industry Pharmaceuticals
Experience
Boehringer Ingelheim April 2013 - Present
UBS Investment Bank October 2009 - November 2012
GE Capital - Healthcare Financial Services 2000 - 2009
Club Med Management Services 1983 - 1999
Skills
Hedge Funds, Financial Services
Education
State University of New York at Stony Brook
Bachelor of Arts (B.A.), Psychology
Boehringer Ingelheim April 2013 - Present
UBS Investment Bank October 2009 - November 2012
GE Capital - Healthcare Financial Services 2000 - 2009
Club Med Management Services 1983 - 1999
Skills
Hedge Funds, Financial Services
Education
State University of New York at Stony Brook
Bachelor of Arts (B.A.), Psychology
Rich Flory's UBS Investment Bank Experience March 2007 - September 2014
Job Senior Tax Analyst at GE Capital
Industry Investment Banking
Experience
GE Capital September 2014 - Present
UBS Investment Bank March 2007 - September 2014
Education
Syracuse University
BA, Psychology
GE Capital September 2014 - Present
UBS Investment Bank March 2007 - September 2014
Education
Syracuse University
BA, Psychology
Byron Rennick's UBS Investment Bank Experience May 2010 - December 2012
Job Business Analyst (Consultant through Sapient) at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank May 2010 - December 2012
Harvard Management Company (through Derivatives Consulting Group) April 2008 - August 2009
Deutsche Bank AG April 2006 - September 2007
JPMorgan Chase Bank April 2004 - April 2006
Merrill Lynch International April 2003 - April 2004
Citigroup 1998 - 1999
General Re Financial Products 1995 - 1998
Lehman Brothers 1994 - 1996
Skills
Derivatives, Fixed Income, Equities, Commodity, Credit Risk, Risk Management, Credit, Settlement, Finance, Structured Finance, Software Documentation, Executive Management, Capital Markets, Equity Derivatives, Investment Banking
Education
Syracuse University 1984 — 1989
BA, Economics
Brooklyn Technical High School 1979 — 1983
UBS Investment Bank May 2010 - December 2012
Harvard Management Company (through Derivatives Consulting Group) April 2008 - August 2009
Deutsche Bank AG April 2006 - September 2007
JPMorgan Chase Bank April 2004 - April 2006
Merrill Lynch International April 2003 - April 2004
Citigroup 1998 - 1999
General Re Financial Products 1995 - 1998
Lehman Brothers 1994 - 1996
Skills
Derivatives, Fixed Income, Equities, Commodity, Credit Risk, Risk Management, Credit, Settlement, Finance, Structured Finance, Software Documentation, Executive Management, Capital Markets, Equity Derivatives, Investment Banking
Education
Syracuse University 1984 — 1989
BA, Economics
Brooklyn Technical High School 1979 — 1983
Kshitij Padalkar's UBS Investment Bank Experience June 2008 - August 2008
Job Software Developer
Industry Financial Services
Experience
VMware March 2012 - Present
Bloomberg LPFinancial February 2009 - March 2012
UBS Investment Bank June 2008 - August 2008
AMDOCS Ltd July 2006 - July 2007
Bhabha Atomic Research Center (BARC) August 2005 - June 2006
Skills
JavaScript, C++, C, SQL, Core Java, XML, OpenGL, .NET, GTK, Python, Shell Scripting, Eclipse, Java, Software Development
Education
Stony Brook University 2007 — 2009
MS, Computer Science
VJTI 2002 — 2006
BE, Computer Engineering
VMware March 2012 - Present
Bloomberg LPFinancial February 2009 - March 2012
UBS Investment Bank June 2008 - August 2008
AMDOCS Ltd July 2006 - July 2007
Bhabha Atomic Research Center (BARC) August 2005 - June 2006
Skills
JavaScript, C++, C, SQL, Core Java, XML, OpenGL, .NET, GTK, Python, Shell Scripting, Eclipse, Java, Software Development
Education
Stony Brook University 2007 — 2009
MS, Computer Science
VJTI 2002 — 2006
BE, Computer Engineering
Garrett Sokoloff's UBS Investment Bank Experience 2006 - 2011
Job Senior Managing Director at First Republic Bank specializing in Commercial Real Estate Finance
Industry Real Estate
Experience
First Republic Bank December 2011 - Present
UBS Investment Bank 2006 - 2011
Bear Stearns 1998 - 2006
Education
Syracuse University 1994 — 1998
BA, Marketing
Lincoln Sudbury
First Republic Bank December 2011 - Present
UBS Investment Bank 2006 - 2011
Bear Stearns 1998 - 2006
Education
Syracuse University 1994 — 1998
BA, Marketing
Lincoln Sudbury
Christopher Gerlach's UBS Investment Bank Experience July 2015 - Present
Job Director at UBS Investment Bank
Industry Capital Markets
Experience
UBS Investment Bank July 2015 - Present
Societe Generale 2011 - July 2015
Goldman Sachs 2010 - 2011
Goldman Sachs 2007 - 2010
Skills
Trading, Bonds, Finance, Fixed Income, Credit, Hedge Funds, Investment Banking, Financial Modeling, Valuation
Education
Syracuse University 2003 — 2007
UBS Investment Bank July 2015 - Present
Societe Generale 2011 - July 2015
Goldman Sachs 2010 - 2011
Goldman Sachs 2007 - 2010
Skills
Trading, Bonds, Finance, Fixed Income, Credit, Hedge Funds, Investment Banking, Financial Modeling, Valuation
Education
Syracuse University 2003 — 2007
Anshul Sukhdeo's UBS Investment Bank Experience February 2010 - December 2011
Job Project Manager at Private Company
Industry Financial Services
Experience
Private January 2013 - Present
UBS Investment Bank February 2010 - December 2011
Accent Architectural December 2007 - July 2008
Lazard April 2003 - September 2005
UBS July 1999 - March 2003
Skills
Project Management, CRM, Investments, Account Management, Management, Training, Business Development, Recruiting, Human Resources, Forecasting, Project Coordination, Marketing, Administrative..., Portfolio Management, Sales, Financial Analysis, Banking, Corporate Finance
Education
University of Phoenix 2005 — 2007
MBA, Global Management
SUNY Stony Brook 1995 — 1999
BA, Economics, Business Management
Private January 2013 - Present
UBS Investment Bank February 2010 - December 2011
Accent Architectural December 2007 - July 2008
Lazard April 2003 - September 2005
UBS July 1999 - March 2003
Skills
Project Management, CRM, Investments, Account Management, Management, Training, Business Development, Recruiting, Human Resources, Forecasting, Project Coordination, Marketing, Administrative..., Portfolio Management, Sales, Financial Analysis, Banking, Corporate Finance
Education
University of Phoenix 2005 — 2007
MBA, Global Management
SUNY Stony Brook 1995 — 1999
BA, Economics, Business Management
Eric Golynsky's UBS Investment Bank Experience 2005 - 2008
Job Transportation Finance Specialist at PNC
Industry Investment Banking
Experience
PNC 2014 - Present
Siebert Brandford Shank & Co. L.L.C. 2009 - 2014
Bank of America Merrill Lynch 2008 - 2009
UBS Investment Bank 2005 - 2008
Education
Swarthmore College 2001 — 2005
PNC 2014 - Present
Siebert Brandford Shank & Co. L.L.C. 2009 - 2014
Bank of America Merrill Lynch 2008 - 2009
UBS Investment Bank 2005 - 2008
Education
Swarthmore College 2001 — 2005
Reggie Ribeiro's UBS Investment Bank Experience September 2004 - September 2010
Job Vice President, Compensation and Analytics at PIMCO
Industry Financial Services
Experience
PIMCO June 2013 - Present
Citigroup September 2010 - June 2013
UBS Investment Bank September 2004 - September 2010
Skills
Deferred Compensation, Investment Banking, Talent Management, Global Compensation, Data Modeling, Analytics, Microsoft Excel, PeopleSoft, HRIS
Education
Stony Brook University 2003 — 2004
Masters, HR Management
Stony Brook University 1999 — 2003
Bachelors, Economics
PIMCO June 2013 - Present
Citigroup September 2010 - June 2013
UBS Investment Bank September 2004 - September 2010
Skills
Deferred Compensation, Investment Banking, Talent Management, Global Compensation, Data Modeling, Analytics, Microsoft Excel, PeopleSoft, HRIS
Education
Stony Brook University 2003 — 2004
Masters, HR Management
Stony Brook University 1999 — 2003
Bachelors, Economics
Krista ( Sticco ) Carr's UBS Investment Bank Experience August 2013 - August 2014
Job Business Analyst at UBS
Industry Financial Services
Experience
UBS February 2015 - Present
UBS August 2014 - February 2015
UBS Investment Bank August 2013 - August 2014
UBS August 2012 - August 2013
UBS Wealth Management June 2011 - August 2011
Skills
Risk Management, Business Analysis, Access, Data Analysis, Finance, Visio, Microsoft Office, PowerPoint, Analysis, Management, MS Project, Process Improvement, Project Management, Financial Analysis, Microsoft Excel, Financial Modeling, Microsoft Word, Process Automation, Operational Risk..., Analytics, Bloomberg, Budgets, Business Process..., Change Management, Corporate Finance, Economics, Equities, Fixed Income, Forecasting, Leadership, Market Research, Outlook, Program Management, Project Planning, Quality Assurance, Requirements Gathering, SharePoint, Software Documentation, Statistics, Strategic Planning, Team Leadership, Teamwork, Valuation, Wealth Management, Microsof, R&D, Innovation Management, Innovation, Big Data, Disruptive Technologies
Education
Stevens Institute of Technology 2008 — 2012
Bachelor's of Science, Business and Technology Minor in Economics and Finance
UBS February 2015 - Present
UBS August 2014 - February 2015
UBS Investment Bank August 2013 - August 2014
UBS August 2012 - August 2013
UBS Wealth Management June 2011 - August 2011
Skills
Risk Management, Business Analysis, Access, Data Analysis, Finance, Visio, Microsoft Office, PowerPoint, Analysis, Management, MS Project, Process Improvement, Project Management, Financial Analysis, Microsoft Excel, Financial Modeling, Microsoft Word, Process Automation, Operational Risk..., Analytics, Bloomberg, Budgets, Business Process..., Change Management, Corporate Finance, Economics, Equities, Fixed Income, Forecasting, Leadership, Market Research, Outlook, Program Management, Project Planning, Quality Assurance, Requirements Gathering, SharePoint, Software Documentation, Statistics, Strategic Planning, Team Leadership, Teamwork, Valuation, Wealth Management, Microsof, R&D, Innovation Management, Innovation, Big Data, Disruptive Technologies
Education
Stevens Institute of Technology 2008 — 2012
Bachelor's of Science, Business and Technology Minor in Economics and Finance
Jeffrey Pellet's UBS Investment Bank Experience July 2007 - October 2008
Job Real Estate & Corp Srvs Excecutive
Industry Financial Services
Experience
NYSE Euronext October 2008 - April 2014
UBS Investment Bank July 2007 - October 2008
KLG Advisors October 2006 - June 2007
Morgan Stanley November 1987 - September 2006
Skills
Corporate Real Estate, Real Estate, Real Estate Transactions, Strategy, Facilities Management, Corporate Services, Procurement, Finance, Management, Financial Modeling, Fixed Income, Portfolio Management, Capital Markets, Asset Management, Securities, Financial Markets, Asset Managment, Valuation, Risk Management, Due Diligence, Investments, Market Data, Vendor Management
Education
Syracuse University 1982 — 1986
Bachelor of Arts (B.A.), Economics
NYSE Euronext October 2008 - April 2014
UBS Investment Bank July 2007 - October 2008
KLG Advisors October 2006 - June 2007
Morgan Stanley November 1987 - September 2006
Skills
Corporate Real Estate, Real Estate, Real Estate Transactions, Strategy, Facilities Management, Corporate Services, Procurement, Finance, Management, Financial Modeling, Fixed Income, Portfolio Management, Capital Markets, Asset Management, Securities, Financial Markets, Asset Managment, Valuation, Risk Management, Due Diligence, Investments, Market Data, Vendor Management
Education
Syracuse University 1982 — 1986
Bachelor of Arts (B.A.), Economics
Glendene Clarke's UBS Investment Bank Experience May 2002 - April 2009
Job Financial Services Professional
Industry Financial Services
Experience
Leafstone Financial Services May 2004 - December 2010
UBS Investment Bank May 2002 - April 2009
Herzog Heine Geduld- Merrill Lynch January 1995 - January 2002
Education
Taylor Business Institute
Associate Degree, Business Management and Business Imports; Exports
Leafstone Financial Services May 2004 - December 2010
UBS Investment Bank May 2002 - April 2009
Herzog Heine Geduld- Merrill Lynch January 1995 - January 2002
Education
Taylor Business Institute
Associate Degree, Business Management and Business Imports; Exports
Steven Kansky's UBS Investment Bank Experience September 1999 - March 2002
Job Senior Compliance Officer at Point72 Asset Management, L.P.
Industry Investment Management
Experience
Point72 Asset Management, L.P. June 2007 - June 2015
Citi August 2005 - June 2007
Citi June 2002 - August 2005
UBS Investment Bank September 1999 - March 2002
Hambrecht and Quist July 1998 - September 1999
PaineWebber May 1996 - July 1998
Skills
Risk Management, Dodd-Frank, Financial Risk, Capital Markets, Hedge Funds, Securities, Trading Systems, Asset Management, Alternative Investments, AML, Equities, Private Equity, Trading, Fixed Income, FINRA, Series 7, Investments, Derivatives, Due Diligence, KYC, Financial Markets, Asset Managment, Compliance, Securities Regulation, Investment Management, Options, Financial Services, Series 63, Investment Advisory, Prime Brokerage, Mutual Funds, Electronic Trading, Series 24, Anti Money Laundering
Education
Richard Stockton College of New Jersey 1990 — 1994
Bachelor of Arts (B.A.), Finance, General
Point72 Asset Management, L.P. June 2007 - June 2015
Citi August 2005 - June 2007
Citi June 2002 - August 2005
UBS Investment Bank September 1999 - March 2002
Hambrecht and Quist July 1998 - September 1999
PaineWebber May 1996 - July 1998
Skills
Risk Management, Dodd-Frank, Financial Risk, Capital Markets, Hedge Funds, Securities, Trading Systems, Asset Management, Alternative Investments, AML, Equities, Private Equity, Trading, Fixed Income, FINRA, Series 7, Investments, Derivatives, Due Diligence, KYC, Financial Markets, Asset Managment, Compliance, Securities Regulation, Investment Management, Options, Financial Services, Series 63, Investment Advisory, Prime Brokerage, Mutual Funds, Electronic Trading, Series 24, Anti Money Laundering
Education
Richard Stockton College of New Jersey 1990 — 1994
Bachelor of Arts (B.A.), Finance, General
PRASHANTH PASUPULA's UBS Investment Bank Experience January 2006 - September 2006
Job QA Manager at GSI Commerce
Industry Internet
Experience
GSI Commerce August 2012 - Present
GSI Commerce September 2006 - Present
UBS Investment Bank January 2006 - September 2006
Modem Media September 2005 - December 2005
Skills
Agile Methodologies, Analytics, E-commerce, SDLC, Business Analysis, Java, Testing, Project Management, SQL, Requirements Analysis, Oracle, XML, Software Project..., Agile Project Management, Scrum, CRM, Quality Center, Data Analysis, JSP, Software Quality..., Quality Assurance, Test Automation, Test Planning, Waterfall, Integration
Education
Swinburne University of Technology 2000 — 2001
Madras University 1995 — 1999
BE, EEE
Nalanda Residential College 1992 — 1994
st. josephs high school 1988 — 1992
GSI Commerce August 2012 - Present
GSI Commerce September 2006 - Present
UBS Investment Bank January 2006 - September 2006
Modem Media September 2005 - December 2005
Skills
Agile Methodologies, Analytics, E-commerce, SDLC, Business Analysis, Java, Testing, Project Management, SQL, Requirements Analysis, Oracle, XML, Software Project..., Agile Project Management, Scrum, CRM, Quality Center, Data Analysis, JSP, Software Quality..., Quality Assurance, Test Automation, Test Planning, Waterfall, Integration
Education
Swinburne University of Technology 2000 — 2001
Madras University 1995 — 1999
BE, EEE
Nalanda Residential College 1992 — 1994
st. josephs high school 1988 — 1992
Steven Zehner's UBS Investment Bank Experience January 2014 - Present
Job Associate Director/IT Business Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank January 2014 - Present
EMC Corporation December 2010 - July 2013
Morgan Stanley 2010 - 2013
Commerzbank AG 2 World Financial Center New York, NY 10281 September 1985 - July 2010
Dresdner Kleinwort 1985 - 2007
E.F. HUTTON, INC January 1983 - January 1985
Skills
Fixed Income, Equities, Capital Markets, Risk Management, Portfolio Management, Banking, Settlement, Management, Mutual Funds, Integration, Cash Management, Business Analysis, Account Reconciliation, Vendor Management
Education
State University of New York College at Oneonta 1978 — 1982
Bachelors, Business Economics and German
State University of New York College at Oneonta 1978 — 1982
Bachelor of Science (BS), Business/Managerial Economics
UBS Investment Bank January 2014 - Present
EMC Corporation December 2010 - July 2013
Morgan Stanley 2010 - 2013
Commerzbank AG 2 World Financial Center New York, NY 10281 September 1985 - July 2010
Dresdner Kleinwort 1985 - 2007
E.F. HUTTON, INC January 1983 - January 1985
Skills
Fixed Income, Equities, Capital Markets, Risk Management, Portfolio Management, Banking, Settlement, Management, Mutual Funds, Integration, Cash Management, Business Analysis, Account Reconciliation, Vendor Management
Education
State University of New York College at Oneonta 1978 — 1982
Bachelors, Business Economics and German
State University of New York College at Oneonta 1978 — 1982
Bachelor of Science (BS), Business/Managerial Economics
Ashley Givhan's UBS Investment Bank Experience March 2010 - Present
Job Recruitment Coordinator at UBS
Industry Financial Services
Experience
UBS Investment Bank March 2010 - Present
Centex Homes/ LOMA Homes February 2008 - January 2010
The Dallas Observer 2008 - 2008
Education
Stephen F. Austin State University 2003 — 2007
Bachelor of Sciences- Mass Communication/Journalism, Public Relations, Marketing
UBS Investment Bank March 2010 - Present
Centex Homes/ LOMA Homes February 2008 - January 2010
The Dallas Observer 2008 - 2008
Education
Stephen F. Austin State University 2003 — 2007
Bachelor of Sciences- Mass Communication/Journalism, Public Relations, Marketing
Tory Lipsey's UBS Investment Bank Experience January 2010 - January 2011
Job Recruiting Coordinator at Xaxis
Industry Human Resources
Experience
Xaxis August 2015 - Present
Year Up July 2015 - Present
Weill Cornell Medical College March 2015 - July 2015
Weill Cornell Medical College October 2014 - July 2015
Orrick, Herrington & Sutcliffe LLP August 2014 - October 2014
Momentum Worldwide June 2014 - August 2014
Year Up January 2011 - June 2011
UBS Investment Bank January 2010 - January 2011
Hollister Co July 2009 - October 2010
Six Flags Elitch Gardens June 2006 - January 2007
Skills
PowerPoint, Training, Management, Recruiting, Access, Human Resources, Time Management, Microsoft Excel, Project Management, Program Management, Outlook, Teamwork, Nonprofits, Customer Service, Sales, Community Outreach, Staff Development, Data Analysis, Public Speaking, Microsoft Word, Employee Relations, Executive Assistant, LawCruit, Microsoft Office, Social Media, Leadership
Education
Syracuse University 2011 — 2014
Bachelor of Arts (BA), Psychology
Syracuse University 2011 — 2014
Bachelor of Arts (B.A.), Psychology
Year Up 2010 — 2011
Project Management Professional, Financial Operations
Year Up New York 2010 — 2011
Certificate of Completion, Financial Operations & Information Technology
Xaxis August 2015 - Present
Year Up July 2015 - Present
Weill Cornell Medical College March 2015 - July 2015
Weill Cornell Medical College October 2014 - July 2015
Orrick, Herrington & Sutcliffe LLP August 2014 - October 2014
Momentum Worldwide June 2014 - August 2014
Year Up January 2011 - June 2011
UBS Investment Bank January 2010 - January 2011
Hollister Co July 2009 - October 2010
Six Flags Elitch Gardens June 2006 - January 2007
Skills
PowerPoint, Training, Management, Recruiting, Access, Human Resources, Time Management, Microsoft Excel, Project Management, Program Management, Outlook, Teamwork, Nonprofits, Customer Service, Sales, Community Outreach, Staff Development, Data Analysis, Public Speaking, Microsoft Word, Employee Relations, Executive Assistant, LawCruit, Microsoft Office, Social Media, Leadership
Education
Syracuse University 2011 — 2014
Bachelor of Arts (BA), Psychology
Syracuse University 2011 — 2014
Bachelor of Arts (B.A.), Psychology
Year Up 2010 — 2011
Project Management Professional, Financial Operations
Year Up New York 2010 — 2011
Certificate of Completion, Financial Operations & Information Technology
Kevin Dooley's UBS Investment Bank Experience 2007 - 2012
Job Par Loan Trader at RBS Markets & International Banking
Industry Financial Services
Experience
RBS Markets & International Banking July 2013 - Present
UBS Investment Bank 2007 - 2012
TD Securities 2005 - 2007
Deustche Bank 2001 - 2005
Natexis Banques Populaires 1996 - 2001
The Fuji Bank, Ltd, NYB 1990 - 1996
Skills
Fixed Income, Capital Markets, Credit Analysis, Derivatives, Portfolio Management, Loans, Credit, Corporate Finance, Private Equity, Banking, Risk Management, Equities, Series 7, Investment Banking, Hedge Funds, Series 63, Securities, Trading, Commercial Banking, Financial Modeling, Series 24
Education
State University of New York College at Oswego 1986 — 1990
BS, Business Administration
RBS Markets & International Banking July 2013 - Present
UBS Investment Bank 2007 - 2012
TD Securities 2005 - 2007
Deustche Bank 2001 - 2005
Natexis Banques Populaires 1996 - 2001
The Fuji Bank, Ltd, NYB 1990 - 1996
Skills
Fixed Income, Capital Markets, Credit Analysis, Derivatives, Portfolio Management, Loans, Credit, Corporate Finance, Private Equity, Banking, Risk Management, Equities, Series 7, Investment Banking, Hedge Funds, Series 63, Securities, Trading, Commercial Banking, Financial Modeling, Series 24
Education
State University of New York College at Oswego 1986 — 1990
BS, Business Administration
Danny J. Lopez's UBS Investment Bank Experience August 2007 - August 2011
Job Vice President US Regional Head Prime Services Margin
Industry Financial Services
Experience
Credit Suisse Investment Bank September 2011 - Present
UBS Investment Bank August 2007 - August 2011
Fidelity Investments June 2002 - August 2007
National Discount Brokers / Ameritrade June 1995 - December 2001
Skills
Fixed Income, Series 7, Equities, Prime Brokerage, Securities Lending, Trading Systems, Derivatives, Hedge Funds, Equity Derivatives, Securities, Series 63, Investment Banking, Options, Bloomberg, Risk Management, Capital Markets, Middle Office
Education
Stony Brook University
Credit Suisse Investment Bank September 2011 - Present
UBS Investment Bank August 2007 - August 2011
Fidelity Investments June 2002 - August 2007
National Discount Brokers / Ameritrade June 1995 - December 2001
Skills
Fixed Income, Series 7, Equities, Prime Brokerage, Securities Lending, Trading Systems, Derivatives, Hedge Funds, Equity Derivatives, Securities, Series 63, Investment Banking, Options, Bloomberg, Risk Management, Capital Markets, Middle Office
Education
Stony Brook University
Tim Kavanagh's UBS Investment Bank Experience September 1996 - May 2004
Job Financial Services Professional at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital September 2008 - Present
Lehman Brothers Holdings Inc. March 2006 - September 2008
Opus Home Equity Services November 2004 - February 2005
UBS Investment Bank September 1996 - May 2004
Bear Stearns April 1987 - August 1996
Skills
Securities Lending, Series 7, Prime Brokerage, Fixed Income, Equities, Equity Derivatives, Derivatives, Swaps, Trading Systems, Hedge Funds, Collateral Management, FX Options, Back Office, Trading, Middle Office
Education
State University of New York College at Plattsburgh
Bachelor of Science (B.S.), Accounting
Barclays Capital September 2008 - Present
Lehman Brothers Holdings Inc. March 2006 - September 2008
Opus Home Equity Services November 2004 - February 2005
UBS Investment Bank September 1996 - May 2004
Bear Stearns April 1987 - August 1996
Skills
Securities Lending, Series 7, Prime Brokerage, Fixed Income, Equities, Equity Derivatives, Derivatives, Swaps, Trading Systems, Hedge Funds, Collateral Management, FX Options, Back Office, Trading, Middle Office
Education
State University of New York College at Plattsburgh
Bachelor of Science (B.S.), Accounting
Jiju kuruvilla's UBS Investment Bank Experience TESTUBS Investment BankFebruary 2011 - Present
Job TEST at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank TESTUBS Investment BankFebruary 2011 - Present
Education
Stevens Institute of Technology
UBS Investment Bank TESTUBS Investment BankFebruary 2011 - Present
Education
Stevens Institute of Technology
Ming (Robert) Yung's UBS Investment Bank Experience 2000 - 2007
Job Senior Engineer in Architecture Group at DealerTrack Technologies
Industry Information Technology and Services
Experience
DealerTrack 2011 - Present
Royal Bank of Scotland 2010 - 2010
UBS 2009 - 2010
UBS Investment Bank 2000 - 2007
Skills
Veritas Foundation Suite, Solaris Zones, Solaris Volume Manager, solaris 10, Red Hat Linux, Linux LVM, Unix Administration, Linux server..., Unix Shell Scripting, Perl, Bash, System Integration, Troubleshooting, PowerPath, EMC SAN Storage, NetApp Filers, Production Support, Disaster Recovery, TCP/IP, NIS, NFS, GFS, Sun, Veritas Volume Manager, Veritas Cluster Server, Storage Area Networks, RHCS, Syslog-ng, VMware, vSphere, Safenet Encryption..., Splunk, Confluence, BMC BladeLogic, Apache, Tomcat 6, Mule ESB, JBoss Application Server, HornetQ, MRG Messaging, Jenkins, Collabnet Subversion, Solaris, MariaDB, MySQL, Merengue, Limesurvey, Unix, Linux System..., Shell Scripting
Education
State University of New York at Stony Brook
MS, Electrical Engineering
DealerTrack 2011 - Present
Royal Bank of Scotland 2010 - 2010
UBS 2009 - 2010
UBS Investment Bank 2000 - 2007
Skills
Veritas Foundation Suite, Solaris Zones, Solaris Volume Manager, solaris 10, Red Hat Linux, Linux LVM, Unix Administration, Linux server..., Unix Shell Scripting, Perl, Bash, System Integration, Troubleshooting, PowerPath, EMC SAN Storage, NetApp Filers, Production Support, Disaster Recovery, TCP/IP, NIS, NFS, GFS, Sun, Veritas Volume Manager, Veritas Cluster Server, Storage Area Networks, RHCS, Syslog-ng, VMware, vSphere, Safenet Encryption..., Splunk, Confluence, BMC BladeLogic, Apache, Tomcat 6, Mule ESB, JBoss Application Server, HornetQ, MRG Messaging, Jenkins, Collabnet Subversion, Solaris, MariaDB, MySQL, Merengue, Limesurvey, Unix, Linux System..., Shell Scripting
Education
State University of New York at Stony Brook
MS, Electrical Engineering
Daniel Aleksandrowicz's UBS Investment Bank Experience August 2012 - May 2015
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2015 - Present
UBS Investment Bank August 2012 - May 2015
UBS Wealth Management June 2011 - August 2011
Education
Stevens Institute of Technology 2014 — 2016
Master of Science (M.S.), Financial Engineering, Certificate in Algorithmic Trading
Stevens Institute of Technology 2008 — 2012
Bachelor of Engineering (B.E.), Engineering Management, Minor in Economics and Concentration in Systems Engineering
Goldman Sachs May 2015 - Present
UBS Investment Bank August 2012 - May 2015
UBS Wealth Management June 2011 - August 2011
Education
Stevens Institute of Technology 2014 — 2016
Master of Science (M.S.), Financial Engineering, Certificate in Algorithmic Trading
Stevens Institute of Technology 2008 — 2012
Bachelor of Engineering (B.E.), Engineering Management, Minor in Economics and Concentration in Systems Engineering
Steve Baumgarten's UBS Investment Bank Experience September 2004 - September 2006
Job Data Architect/Developer
Industry Capital Markets
Experience
MSCI Inc. October 2013 - Present
FirstKey, a Cerberus Portfolio Company August 2013 - October 2013
Barclays Capital September 2006 - May 2013
UBS Investment Bank September 2004 - September 2006
Credit Suisse March 2001 - September 2004
Credit Suisse March 1999 - March 2001
Bear Stearns October 1993 - March 1999
EJV Partners December 1991 - October 1993
Davis Polk & Wardwell LLP June 1986 - December 1991
Skills
Trading Systems, Derivatives, Fixed Income, Credit Derivatives, SDLC, Interest Rate..., Database Design, Data Modeling, Data Warehousing, Process Improvement, Workflow Management
Education
Swarthmore College 1981 — 1985
Bachelor of Arts (B.A.), Psychology
MSCI Inc. October 2013 - Present
FirstKey, a Cerberus Portfolio Company August 2013 - October 2013
Barclays Capital September 2006 - May 2013
UBS Investment Bank September 2004 - September 2006
Credit Suisse March 2001 - September 2004
Credit Suisse March 1999 - March 2001
Bear Stearns October 1993 - March 1999
EJV Partners December 1991 - October 1993
Davis Polk & Wardwell LLP June 1986 - December 1991
Skills
Trading Systems, Derivatives, Fixed Income, Credit Derivatives, SDLC, Interest Rate..., Database Design, Data Modeling, Data Warehousing, Process Improvement, Workflow Management
Education
Swarthmore College 1981 — 1985
Bachelor of Arts (B.A.), Psychology
Jared Raygada's UBS Investment Bank Experience March 2012 - March 2014
Job Warehouse Lending Operations
Industry Financial Services
Experience
Morgan Stanley March 2014 - Present
UBS Investment Bank March 2012 - March 2014
American Portfolios May 2010 - May 2012
Astoria Federal Savings July 2009 - May 2010
Skills
Banking, Financial Services, Fixed Annuities, Mutual Funds, Series 7, Equities, Finance
Education
SUNY Stony Brook 2008 — 2010
MBA, Finance
SUNY Albany 2003 — 2007
BA, Mathematics
Morgan Stanley March 2014 - Present
UBS Investment Bank March 2012 - March 2014
American Portfolios May 2010 - May 2012
Astoria Federal Savings July 2009 - May 2010
Skills
Banking, Financial Services, Fixed Annuities, Mutual Funds, Series 7, Equities, Finance
Education
SUNY Stony Brook 2008 — 2010
MBA, Finance
SUNY Albany 2003 — 2007
BA, Mathematics
Frank CONSTANTINO's UBS Investment Bank Experience July 1997 - July 2007
Job Relationship Manager Business Banking Assistant Vice President
Industry Banking
Experience
Chase Bank April 2012 - Present
Hudson Valley Bank April 2008 - March 2012
UBS Investment Bank July 1997 - July 2007
Education
State University of New York at Oswego 1982 — 1986
BACHELORS OF SCIENCE, BUSINESS ADMINISTRATION
ARDSLEY HIGH SCHOOL 1979 — 1982
Chase Bank April 2012 - Present
Hudson Valley Bank April 2008 - March 2012
UBS Investment Bank July 1997 - July 2007
Education
State University of New York at Oswego 1982 — 1986
BACHELORS OF SCIENCE, BUSINESS ADMINISTRATION
ARDSLEY HIGH SCHOOL 1979 — 1982
Matthew Efinger's UBS Investment Bank Experience December 2008 - June 2009
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2013 - Present
Independent Trader 2011 - 2013
NY Life Securities May 2010 - 2011
UBS Investment Bank December 2008 - June 2009
Swiss American Securities Inc (A Credit Suisse Group Company) April 2004 - October 2008
TD Ameritrade June 1999 - April 2004
Skills
Series 7, Series 63, Series 24, Series 4, Series 55, Series 10 - 55, Trading, Electronic Trading, Bloomberg, Prime Brokerage, Fixed Income, Options, Equities, Financial Services, FINRA, Middle Office, Derivatives, Securities, Trading Systems, Capital Markets
Education
SUNY Geneseo 1995 — 1999
Wells Fargo Securities July 2013 - Present
Independent Trader 2011 - 2013
NY Life Securities May 2010 - 2011
UBS Investment Bank December 2008 - June 2009
Swiss American Securities Inc (A Credit Suisse Group Company) April 2004 - October 2008
TD Ameritrade June 1999 - April 2004
Skills
Series 7, Series 63, Series 24, Series 4, Series 55, Series 10 - 55, Trading, Electronic Trading, Bloomberg, Prime Brokerage, Fixed Income, Options, Equities, Financial Services, FINRA, Middle Office, Derivatives, Securities, Trading Systems, Capital Markets
Education
SUNY Geneseo 1995 — 1999
Gerant Qosja's UBS Investment Bank Experience April 2007 - November 2012
Job Agency Loan Operartions at Mizuho Bank
Industry Investment Banking
Experience
Mizuho Bank March 2015 - Present
Morgan Stanley March 2013 - March 2015
UBS Investment Bank April 2007 - November 2012
Skills
Fixed Income, Finance, Settlement, Trading, Financial Risk, Account Reconciliation, Funding, Internal Audit, Accounting, CDS
Education
Stetson University
Master of Business Administration (MBA)
Mizuho Bank March 2015 - Present
Morgan Stanley March 2013 - March 2015
UBS Investment Bank April 2007 - November 2012
Skills
Fixed Income, Finance, Settlement, Trading, Financial Risk, Account Reconciliation, Funding, Internal Audit, Accounting, CDS
Education
Stetson University
Master of Business Administration (MBA)
Billy Malo's UBS Investment Bank Experience March 2014 - Present
Job Client Onboarding / Facilitation at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank March 2014 - Present
Prudential Financial June 2013 - February 2014
Redifresh Produce Inc. June 2010 - June 2012
Skills
Software: Extensive..., Bilingual: Fluent in..., Leadership, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word
Education
Stony Brook University
Bachelors of Science in Business Administration, Finance
UBS Investment Bank March 2014 - Present
Prudential Financial June 2013 - February 2014
Redifresh Produce Inc. June 2010 - June 2012
Skills
Software: Extensive..., Bilingual: Fluent in..., Leadership, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word
Education
Stony Brook University
Bachelors of Science in Business Administration, Finance