UBS Investment Bank
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UBS Investment Bank Employees
Employee
Years
Job
Industry
Spencer Harris Spencer Harris's UBS Investment Bank Experience June 2015 - August 2015
Job MBA Student at The University of Texas at Austin
Industry Oil & Energy
Experience
The University of Texas at Austin August 2014 - Present
UBS Investment Bank June 2015 - August 2015
Texas Senate August 2012 - May 2014
Texas Public Policy Foundation June 2010 - August 2012
Skills
Policy Analysis, Communication, Qualitative Research, Analytical Reasoning, Quantitative Research, Advisement, Strategic Planning
Education
The University of Texas at Austin 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Entrepreneurship
Texas A&M University 2006 — 2010
Bachelor of Arts (B.A.), History
The University of Texas at Austin August 2014 - Present
UBS Investment Bank June 2015 - August 2015
Texas Senate August 2012 - May 2014
Texas Public Policy Foundation June 2010 - August 2012
Skills
Policy Analysis, Communication, Qualitative Research, Analytical Reasoning, Quantitative Research, Advisement, Strategic Planning
Education
The University of Texas at Austin 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Entrepreneurship
Texas A&M University 2006 — 2010
Bachelor of Arts (B.A.), History
Nicholas Wells, CFA Nicholas Wells, CFA's UBS Investment Bank Experience June 2012 - May 2013
Job Research Associate at Capital Group
Industry Investment Management
Experience
Capital Group June 2013 - Present
UBS Investment Bank June 2012 - May 2013
NYU Stern School of Business August 2010 - May 2012
UBS Investment Bank June 2011 - August 2011
Telsey Advisory Group November 2010 - April 2011
SOUTHWEST SECURITIES, INC April 2010 - July 2010
SOUTHWEST SECURITIES, INC June 2007 - April 2010
CITIGROUP June 2006 - June 2007
Skills
Equity Research, Value Investing, Valuation, Investments, Economics, Equities, Hedge Funds, Financial Analysis, Financial Modeling, Writing, Fixed Income, Microsoft Excel, Bloomberg, Series 7, Series 63, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
Master, Specializations in Finance and Economics
Texas Tech University - Rawls College of Business 2002 — 2006
BBA, Management
Capital Group June 2013 - Present
UBS Investment Bank June 2012 - May 2013
NYU Stern School of Business August 2010 - May 2012
UBS Investment Bank June 2011 - August 2011
Telsey Advisory Group November 2010 - April 2011
SOUTHWEST SECURITIES, INC April 2010 - July 2010
SOUTHWEST SECURITIES, INC June 2007 - April 2010
CITIGROUP June 2006 - June 2007
Skills
Equity Research, Value Investing, Valuation, Investments, Economics, Equities, Hedge Funds, Financial Analysis, Financial Modeling, Writing, Fixed Income, Microsoft Excel, Bloomberg, Series 7, Series 63, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
Master, Specializations in Finance and Economics
Texas Tech University - Rawls College of Business 2002 — 2006
BBA, Management
Jonathan Reyes Jonathan Reyes's UBS Investment Bank Experience 2006 - 2008
Job Assistant Vice President at Harrison Street Real Estate Capital LLC
Industry Real Estate
Experience
Harrison Street Real Estate Capital LLC February 2014 - Present
American Campus Communities 2009 - February 2014
American Campus Communities 2008 - 2009
UBS Investment Bank 2006 - 2008
Asset Campus Housing August 2004 - May 2007
Skills
Capital Markets, Financial Modeling, Valuation, Microsoft Excel, Mergers, Real Estate Investment, Debt, Investments, Real Estate, Financial Analysis, Excel, Due Diligence
Education
Texas A&M University 2002 — 2006
Finance
Harrison Street Real Estate Capital LLC February 2014 - Present
American Campus Communities 2009 - February 2014
American Campus Communities 2008 - 2009
UBS Investment Bank 2006 - 2008
Asset Campus Housing August 2004 - May 2007
Skills
Capital Markets, Financial Modeling, Valuation, Microsoft Excel, Mergers, Real Estate Investment, Debt, Investments, Real Estate, Financial Analysis, Excel, Due Diligence
Education
Texas A&M University 2002 — 2006
Finance
Lori Lancaster Lori Lancaster's UBS Investment Bank Experience December 2013 - Present
Job Managing Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank December 2013 - Present
Nomura Securities July 2010 - September 2013
Goldman Sachs July 1999 - July 2008
JP Morgan August 1997 - June 1999
Bank of America June 1991 - June 1995
Skills
Investment Banking, LBO
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance & Strategic Management
Texas Christian University 1987 — 1991
BBA, Finance
UBS Investment Bank December 2013 - Present
Nomura Securities July 2010 - September 2013
Goldman Sachs July 1999 - July 2008
JP Morgan August 1997 - June 1999
Bank of America June 1991 - June 1995
Skills
Investment Banking, LBO
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance & Strategic Management
Texas Christian University 1987 — 1991
BBA, Finance
Jacklyn Osborne Jacklyn Osborne's UBS Investment Bank Experience 2011 - June 2013
Job Americas Chief Data Officer at HSBC
Industry Financial Services
Experience
HSBC June 2013 - Present
UBS Investment Bank 2011 - June 2013
UBS Investment Bank 2005 - 2011
Yoran Associates June 2004 - December 2005
Booz Allen Hamilton November 2002 - June 2004
Skills
Business Transformation, Process Engineering, Program Management, Strategic Planning, Corporate Governance, Risk Management, Client Onboarding, Client and Account Data, Outsourcing, Offshoring, SDLC, Anti Money Laundering, Regulatory Reform, Vendor Management, Data Governance
Education
The George Washington University 1999 — 2005
Master of Science, Engineering Management, Systems Engineering
The George Washington University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
HSBC June 2013 - Present
UBS Investment Bank 2011 - June 2013
UBS Investment Bank 2005 - 2011
Yoran Associates June 2004 - December 2005
Booz Allen Hamilton November 2002 - June 2004
Skills
Business Transformation, Process Engineering, Program Management, Strategic Planning, Corporate Governance, Risk Management, Client Onboarding, Client and Account Data, Outsourcing, Offshoring, SDLC, Anti Money Laundering, Regulatory Reform, Vendor Management, Data Governance
Education
The George Washington University 1999 — 2005
Master of Science, Engineering Management, Systems Engineering
The George Washington University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Kiara Archer Kiara Archer's UBS Investment Bank Experience August 2012 - January 2013
Job Commercial Lines Customer Service Representative at The Rey Insurance Agency, Inc.
Industry Insurance
Experience
Stride Rite Shoes June 2015 - Present
The Rey Insurance Agency, Inc. February 2015 - June 2015
The Christmas Tree Shops August 2014 - June 2015
J. Crew March 2014 - June 2014
Empire Consulting Solutions May 2013 - February 2014
UBS Investment Bank August 2012 - January 2013
Dunkin Donuts April 2012 - January 2013
Stop & Shop October 2011 - February 2012
Dunkin Donuts November 2011 - January 2012
Dunkin Donuts June 2011 - September 2011
Skills
Customer Service, Food Service, Food Preparation, Cash Handling Experience, Time Management, Retail Sales, Microsoft Word, Merchandising, PowerPoint, Telephone Skills, Teamwork, Phone Etiquette, Team-oriented, Data Entry, Highly detail oriented, Microsoft Excel, Microsoft Office, Outlook
Education
The College of Westchester 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.0
Stride Rite Shoes June 2015 - Present
The Rey Insurance Agency, Inc. February 2015 - June 2015
The Christmas Tree Shops August 2014 - June 2015
J. Crew March 2014 - June 2014
Empire Consulting Solutions May 2013 - February 2014
UBS Investment Bank August 2012 - January 2013
Dunkin Donuts April 2012 - January 2013
Stop & Shop October 2011 - February 2012
Dunkin Donuts November 2011 - January 2012
Dunkin Donuts June 2011 - September 2011
Skills
Customer Service, Food Service, Food Preparation, Cash Handling Experience, Time Management, Retail Sales, Microsoft Word, Merchandising, PowerPoint, Telephone Skills, Teamwork, Phone Etiquette, Team-oriented, Data Entry, Highly detail oriented, Microsoft Excel, Microsoft Office, Outlook
Education
The College of Westchester 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.0
Chieh Tung Chieh Tung's UBS Investment Bank Experience August 2008 - August 2009
Job Law Student at UC Berkeley
Industry Law Practice
Experience
Hon. David O. Carter, U.S. District Court for the Central District of California May 2015 - July 2015
Google August 2009 - July 2014
UBS Investment Bank August 2008 - August 2009
Rivera Carbone, P.C. June 2007 - August 2007
Skills
Mandarin, Legal Writing, Research, Data Analysis, Policy Analysis, English
Education
University of California, Berkeley - School of Law 2014 — 2017
Juris Doctor (J.D.), Law
The American University of Paris 2007 — 2008
International Politics, French
University of California, Irvine 2004 — 2008
B.A., Criminology, Law
Hon. David O. Carter, U.S. District Court for the Central District of California May 2015 - July 2015
Google August 2009 - July 2014
UBS Investment Bank August 2008 - August 2009
Rivera Carbone, P.C. June 2007 - August 2007
Skills
Mandarin, Legal Writing, Research, Data Analysis, Policy Analysis, English
Education
University of California, Berkeley - School of Law 2014 — 2017
Juris Doctor (J.D.), Law
The American University of Paris 2007 — 2008
International Politics, French
University of California, Irvine 2004 — 2008
B.A., Criminology, Law
Aldo Alvarez Aldo Alvarez's UBS Investment Bank Experience 2005 - 2005
Job Founder & CEO at aporta.org.mx
Industry Information Technology and Services
Experience
aporta.org.mx 2011 - Present
Wyndham Global Partners 2009 - 2011
Palladium Equity Partners, LLC 2007 - 2009
Bank of America 2005 - 2007
UBS Investment Bank 2005 - 2005
Skills
Investments
Education
Tecnológico de Monterrey 2001 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
The University of Texas at Austin 2003 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance
aporta.org.mx 2011 - Present
Wyndham Global Partners 2009 - 2011
Palladium Equity Partners, LLC 2007 - 2009
Bank of America 2005 - 2007
UBS Investment Bank 2005 - 2005
Skills
Investments
Education
Tecnológico de Monterrey 2001 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
The University of Texas at Austin 2003 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance
Ankesh Airon Ankesh Airon's UBS Investment Bank Experience December 2011 - January 2013
Job Database internals & Distributed systems enthusiast | MS from SUNYBuffalo | 3+ yrs exp | OCJP/SCJP | Software Engineer
Industry Computer Software
Experience
Acenonyx June 2014 - August 2014
State Street May 2013 - July 2013
Sapient Global Markets July 2010 - July 2013
UBS Investment Bank December 2011 - January 2013
Norwegian Cruise Line June 2011 - December 2011
Michelin April 2011 - May 2011
Sprint October 2010 - April 2011
Agilent Technologies January 2009 - July 2009
Skills
Core Java, Java, Algorithms, Database internals, Distributed Systems, Data Structures, Design Patterns, Object Oriented Design, SQL, Java Concurrency, OOP, Test Driven Development, Linux, Unix, JUnit, Git, C++, C, Matlab, Play Framework, Web Technologies, Oracle, JDBC, Servlets, Java Enterprise Edition, Spring, JSP, XML, VHDL, Communication Protocols, Swing, Spring Framework, Neo4j, Cassandra, JavaScript, Struts, IntelliJ IDEA, Eclipse, HTML, MySQL, Hibernate, Agile Methodologies, CSS, jQuery, AJAX, Web Applications, Subversion, Android, NoSQL
Education
State University of New York at Buffalo 2013 — 2015
Master's Degree, Computer Science
Thapar Institute of Engineering and Technology 2006 — 2010
Bachelor's Degree, Electronics and Communications Engineering
Acenonyx June 2014 - August 2014
State Street May 2013 - July 2013
Sapient Global Markets July 2010 - July 2013
UBS Investment Bank December 2011 - January 2013
Norwegian Cruise Line June 2011 - December 2011
Michelin April 2011 - May 2011
Sprint October 2010 - April 2011
Agilent Technologies January 2009 - July 2009
Skills
Core Java, Java, Algorithms, Database internals, Distributed Systems, Data Structures, Design Patterns, Object Oriented Design, SQL, Java Concurrency, OOP, Test Driven Development, Linux, Unix, JUnit, Git, C++, C, Matlab, Play Framework, Web Technologies, Oracle, JDBC, Servlets, Java Enterprise Edition, Spring, JSP, XML, VHDL, Communication Protocols, Swing, Spring Framework, Neo4j, Cassandra, JavaScript, Struts, IntelliJ IDEA, Eclipse, HTML, MySQL, Hibernate, Agile Methodologies, CSS, jQuery, AJAX, Web Applications, Subversion, Android, NoSQL
Education
State University of New York at Buffalo 2013 — 2015
Master's Degree, Computer Science
Thapar Institute of Engineering and Technology 2006 — 2010
Bachelor's Degree, Electronics and Communications Engineering
Jason Boehm Jason Boehm's UBS Investment Bank Experience February 2007 - May 2009
Job Server Architect at Citi
Industry Information Technology and Services
Experience
Citi August 2011 - Present
Citigroup January 2010 - August 2011
Peak Systems June 2009 - December 2009
UBS Investment Bank February 2007 - May 2009
Citigroup April 2000 - February 2007
Electronic Data Systems February 1999 - April 2000
Software Architects May 1997 - February 1999
Skills
Disaster Recovery, Windows Server, VMware, Servers, Data Center, Vendor Management, Networking, SharePoint, VMware ESX, Virtualization, Security, Active Directory, System Administration, Cloud Computing, Windows 7, Technical Support, SDLC, Infrastructure, Service Delivery, Testing, Troubleshooting, Enterprise Software, IT Service Management, ITIL, System Deployment, Hardware, Integration, IT Operations, Switches, IT Management, Information Technology, Business Continuity, Unix, IIS, Microsoft Exchange, IT Strategy, DNS, Network Security, Cisco Technologies, Enterprise Architecture, Visio
Education
Texas State University 1994 — 1997
BBA, Computer Information Systems
Citi August 2011 - Present
Citigroup January 2010 - August 2011
Peak Systems June 2009 - December 2009
UBS Investment Bank February 2007 - May 2009
Citigroup April 2000 - February 2007
Electronic Data Systems February 1999 - April 2000
Software Architects May 1997 - February 1999
Skills
Disaster Recovery, Windows Server, VMware, Servers, Data Center, Vendor Management, Networking, SharePoint, VMware ESX, Virtualization, Security, Active Directory, System Administration, Cloud Computing, Windows 7, Technical Support, SDLC, Infrastructure, Service Delivery, Testing, Troubleshooting, Enterprise Software, IT Service Management, ITIL, System Deployment, Hardware, Integration, IT Operations, Switches, IT Management, Information Technology, Business Continuity, Unix, IIS, Microsoft Exchange, IT Strategy, DNS, Network Security, Cisco Technologies, Enterprise Architecture, Visio
Education
Texas State University 1994 — 1997
BBA, Computer Information Systems
Lauren Fridling Lauren Fridling's UBS Investment Bank Experience March 2013 - Present
Job Associate Director, Prime Brokerage Product Development at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank March 2013 - Present
UBS Investment Bank September 2010 - February 2013
Securities America January 2008 - September 2009
Skills
Prime Brokerage, Equities, Hedge Funds, Relationship Management, Product Development, Series 7, Equity Derivatives, Project Management, Form PF, Exchange Traded...
Education
Temple University 2003 — 2007
BA, Philosophy
Weston
Weston
UBS Investment Bank March 2013 - Present
UBS Investment Bank September 2010 - February 2013
Securities America January 2008 - September 2009
Skills
Prime Brokerage, Equities, Hedge Funds, Relationship Management, Product Development, Series 7, Equity Derivatives, Project Management, Form PF, Exchange Traded...
Education
Temple University 2003 — 2007
BA, Philosophy
Weston
Weston
Michele Mazzoleni Michele Mazzoleni's UBS Investment Bank Experience January 2007 - August 2007
Job Vice President at Research Affiliates
Industry Investment Management
Experience
Research Affiliates August 2013 - Present
Johns Hopkins University June 2011 - August 2011
UBS Investment Bank January 2007 - August 2007
Skills
Fixed Income, Financial Markets, Monetary Policy, Macroeconomics, Economics, Econometrics, Asset Allocation
Education
The Johns Hopkins University 2008 — 2013
Doctor of Philosophy (PhD), Economics
London School of Economics and Political Science 2007 — 2008
Master of Science (MS), Economics
Università della Svizzera Italiana (USI) 2003 — 2006
Bachelor of Arts (BA), Economics
Research Affiliates August 2013 - Present
Johns Hopkins University June 2011 - August 2011
UBS Investment Bank January 2007 - August 2007
Skills
Fixed Income, Financial Markets, Monetary Policy, Macroeconomics, Economics, Econometrics, Asset Allocation
Education
The Johns Hopkins University 2008 — 2013
Doctor of Philosophy (PhD), Economics
London School of Economics and Political Science 2007 — 2008
Master of Science (MS), Economics
Università della Svizzera Italiana (USI) 2003 — 2006
Bachelor of Arts (BA), Economics
Stephen Sircy's UBS Investment Bank Experience June 2014 - Present
Job Transaction Control Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank June 2014 - Present
Skills
Sales Experience, Critical Thinking, Superior Work Ethic, Performance Motivation
Education
Tennessee Technological University 2009 — 2013
Bachelor of Science (B.S.), Finance
UBS Investment Bank June 2014 - Present
Skills
Sales Experience, Critical Thinking, Superior Work Ethic, Performance Motivation
Education
Tennessee Technological University 2009 — 2013
Bachelor of Science (B.S.), Finance
Luis Javier Valle Burguette Luis Javier Valle Burguette's UBS Investment Bank Experience September 2013 - Present
Job LatAm ECM Analyst
Industry Investment Banking
Experience
UBS Investment Bank September 2013 - Present
Carolina Investment Association September 2011 - May 2013
HSBC Securities June 2012 - August 2012
Merrill Lynch February 2012 - May 2012
Capstone Hall Government December 2009 - May 2010
Life Builders August 2008 - June 2009
Skills
Financial Analysis, Team Leadership, Cultural Sensitivity, International Business, Financial Modeling, Economics, Corporate Finance, Mandarin, Portfolio Management, Bloomberg Terminal, Valuation, Fixed Income, Financial Markets, Investment Banking, Capital Markets, Equities
Education
2009 — 2013
Bachelor of Science Business Administration, International Business, Finance
The Chinese University of Hong Kong 2010 — 2011
International Business and Chinese Enterprise, Business and Chinese
UBS Investment Bank September 2013 - Present
Carolina Investment Association September 2011 - May 2013
HSBC Securities June 2012 - August 2012
Merrill Lynch February 2012 - May 2012
Capstone Hall Government December 2009 - May 2010
Life Builders August 2008 - June 2009
Skills
Financial Analysis, Team Leadership, Cultural Sensitivity, International Business, Financial Modeling, Economics, Corporate Finance, Mandarin, Portfolio Management, Bloomberg Terminal, Valuation, Fixed Income, Financial Markets, Investment Banking, Capital Markets, Equities
Education
2009 — 2013
Bachelor of Science Business Administration, International Business, Finance
The Chinese University of Hong Kong 2010 — 2011
International Business and Chinese Enterprise, Business and Chinese
Onyi Okoroafor Onyi Okoroafor's UBS Investment Bank Experience July 2008 - May 2010
Job Consultant at ZS Associates
Industry Management Consulting
Experience
ZS Associates September 2015 - Present
a-connect February 2014 - August 2015
Blue Earth Network 2012 - 2014
Teach For America June 2011 - August 2011
UBS Investment Bank July 2008 - May 2010
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration (MBA)
The Chinese University of Hong Kong 2012 — 2012
Study Abroad
Washington University in St. Louis 2004 — 2008
BSBA, Finance and International Business
ZS Associates September 2015 - Present
a-connect February 2014 - August 2015
Blue Earth Network 2012 - 2014
Teach For America June 2011 - August 2011
UBS Investment Bank July 2008 - May 2010
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration (MBA)
The Chinese University of Hong Kong 2012 — 2012
Study Abroad
Washington University in St. Louis 2004 — 2008
BSBA, Finance and International Business
Wei Chien Wei Chien's UBS Investment Bank Experience June 2006 - August 2006
Job Founder at Observ Commodities, Gas Price Forecasts
Industry Financial Services
Experience
Observ Commodities September 2014 - Present
Genscape, Inc. March 2013 - August 2014
LCM Commodities September 2012 - December 2012
Barclays Capital April 2007 - May 2012
Lehman Brothers 2007 - 2008
UBS Investment Bank June 2006 - August 2006
Education
The Cooper Union for the Advancement of Science and Art 2004 — 2007
Bachelor of Science (BS)
Observ Commodities September 2014 - Present
Genscape, Inc. March 2013 - August 2014
LCM Commodities September 2012 - December 2012
Barclays Capital April 2007 - May 2012
Lehman Brothers 2007 - 2008
UBS Investment Bank June 2006 - August 2006
Education
The Cooper Union for the Advancement of Science and Art 2004 — 2007
Bachelor of Science (BS)
Tom Hutchins's UBS Investment Bank Experience July 2008 - June 2011
Job MBA Candidate at Chicago Booth
Industry Financial Services
Experience
Lovell Minnick Partners July 2011 - June 2014
UBS Investment Bank July 2008 - June 2011
Luther King Capital Management February 2006 - May 2008
Simmons & Company International July 2007 - July 2007
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
Texas Christian University 2004 — 2008
Bachelor of Business Administration (BBA)
Saint Thomas Aquinas High School 2000 — 2004
Lovell Minnick Partners July 2011 - June 2014
UBS Investment Bank July 2008 - June 2011
Luther King Capital Management February 2006 - May 2008
Simmons & Company International July 2007 - July 2007
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
Texas Christian University 2004 — 2008
Bachelor of Business Administration (BBA)
Saint Thomas Aquinas High School 2000 — 2004
Evan West Evan West's UBS Investment Bank Experience June 2014 - Present
Job Cash and Trade Finance Banking Products Services
Industry Financial Services
Experience
UBS Investment Bank June 2014 - Present
Skills
Financial Accounting, Leadership, Public Speaking, Teamwork, Budgets, Work Ethic, Business Analysis, Understand & Convey..., Team-oriented, Presentations, Probability, Loans Administration, General Ledger, Cash Flow, Cash Balance, Loans, Banking, Investments, Mentoring, Balance Sheet, LIBOR, Fixed Income, Outlook, Slide Shows, Operations Management, Front to Back Office, Debt Management, Data Integrity, Investment Banking, Client Billing, Syndicate, Customer Service, Third Party Vendor...
Education
Tennessee Technological University 2011 — 2014
Bachelor of Science in Business Administration, Accounting
University of Tennessee-Knoxville 2010 — 2011
UBS Investment Bank June 2014 - Present
Skills
Financial Accounting, Leadership, Public Speaking, Teamwork, Budgets, Work Ethic, Business Analysis, Understand & Convey..., Team-oriented, Presentations, Probability, Loans Administration, General Ledger, Cash Flow, Cash Balance, Loans, Banking, Investments, Mentoring, Balance Sheet, LIBOR, Fixed Income, Outlook, Slide Shows, Operations Management, Front to Back Office, Debt Management, Data Integrity, Investment Banking, Client Billing, Syndicate, Customer Service, Third Party Vendor...
Education
Tennessee Technological University 2011 — 2014
Bachelor of Science in Business Administration, Accounting
University of Tennessee-Knoxville 2010 — 2011
Shahid Shad Quraishi Shahid Shad Quraishi's UBS Investment Bank Experience July 2002 - January 2010
Job CoFounder and CoCEO at Pelican Point Capital
Industry Financial Services
Experience
Pelican Point Capital August 2013 - Present
Royal Bank of Scotland March 2011 - March 2013
UBS Investment Bank July 2002 - January 2010
Skills
Investment Banking, Banking, Private Equity, Corporate Finance, Capital Markets, Finance, Financial Structuring, Hedge Funds, Emerging Markets, Equities, Valuation, Structured Finance, Portfolio Management, Fixed Income, Derivatives, Due Diligence, Financial Modeling, Financial Markets, Investments, Asset Management, Credit, Alternative Investments, Mergers & Acquisitions, Structured Products, Trading, Financial Services, Bonds, Credit Risk, Bloomberg, Funding, Mortgage Lending, Venture Capital, Securitization, Loan Origination, Executive Management, Restructuring, Strategy, Start-ups, Strategic Planning, Residential Mortgages, Business Development, Wealth Management, Real Estate, Sales, Capital, Relationship Management, Leadership, Mortgage Banking, Project Finance, Investment Properties
Education
University of Southern California 1989 — 1990
Masters of Business Taxation, Taxation
The George Washington University - School of Business 1985 — 1989
Bachelor of Business Administration (BBA), International Business
Pelican Point Capital August 2013 - Present
Royal Bank of Scotland March 2011 - March 2013
UBS Investment Bank July 2002 - January 2010
Skills
Investment Banking, Banking, Private Equity, Corporate Finance, Capital Markets, Finance, Financial Structuring, Hedge Funds, Emerging Markets, Equities, Valuation, Structured Finance, Portfolio Management, Fixed Income, Derivatives, Due Diligence, Financial Modeling, Financial Markets, Investments, Asset Management, Credit, Alternative Investments, Mergers & Acquisitions, Structured Products, Trading, Financial Services, Bonds, Credit Risk, Bloomberg, Funding, Mortgage Lending, Venture Capital, Securitization, Loan Origination, Executive Management, Restructuring, Strategy, Start-ups, Strategic Planning, Residential Mortgages, Business Development, Wealth Management, Real Estate, Sales, Capital, Relationship Management, Leadership, Mortgage Banking, Project Finance, Investment Properties
Education
University of Southern California 1989 — 1990
Masters of Business Taxation, Taxation
The George Washington University - School of Business 1985 — 1989
Bachelor of Business Administration (BBA), International Business
Ulf Angelin Ulf Angelin's UBS Investment Bank Experience 2000 - 2003
Job Partner at Cartagena Capital
Industry Investment Banking
Experience
Cartagena Capital August 2013 - Present
CrossBorder Venture Partners LLC April 2011 - Present
Mobile Loyalty plc April 2012 - July 2013
Fredericks Michael & Co. 2007 - 2011
BDO Capital Advisors 2006 - 2007
Fredericks Michael & Co. 2004 - 2006
UBS Investment Bank 2000 - 2003
Ericsson December 1997 - June 1999
Ericsson July 1995 - December 1997
Ericsson August 1993 - July 1995
Skills
M&A, Venture Capital, TMT, Global Business..., Sourcing and executing..., Global Product..., Business Strategy, Industry Analysis, Valuation, Financial Analysis, Financial Advisory, Strategy, Business Development, Corporate Finance, Management, Investment Banking, Product Management, Start-ups, Mobile Devices, Entrepreneurship, Investments, Telecommunications, Finance
Education
The University of Chicago - Booth School of Business 1999 — 2001
MBA
The Chinese University of Hong Kong 2000 — 2000
MBA Course work
The Faculty of Engineering at Lund University 1987 — 1993
MScEE
Cartagena Capital August 2013 - Present
CrossBorder Venture Partners LLC April 2011 - Present
Mobile Loyalty plc April 2012 - July 2013
Fredericks Michael & Co. 2007 - 2011
BDO Capital Advisors 2006 - 2007
Fredericks Michael & Co. 2004 - 2006
UBS Investment Bank 2000 - 2003
Ericsson December 1997 - June 1999
Ericsson July 1995 - December 1997
Ericsson August 1993 - July 1995
Skills
M&A, Venture Capital, TMT, Global Business..., Sourcing and executing..., Global Product..., Business Strategy, Industry Analysis, Valuation, Financial Analysis, Financial Advisory, Strategy, Business Development, Corporate Finance, Management, Investment Banking, Product Management, Start-ups, Mobile Devices, Entrepreneurship, Investments, Telecommunications, Finance
Education
The University of Chicago - Booth School of Business 1999 — 2001
MBA
The Chinese University of Hong Kong 2000 — 2000
MBA Course work
The Faculty of Engineering at Lund University 1987 — 1993
MScEE
Jack Tyler Jack Tyler's UBS Investment Bank Experience July 2015 - Present
Job Associate, Financial Institutions Group, at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2015 - Present
Max M. Fisher College of Business, The Ohio State University 2013 - May 2015
UBS Investment Bank June 2014 - August 2014
Self employed 2007 - 2012
Skills
Communication, Problem Solving, Organization, Flexibility, Team Leadership, Teamwork, Team Building, Critical Thinking, Learning Quickly, Research
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Strategy
The Ohio State University 2005 — 2007
BA, Economics
The George Washington University 2003 — 2005
International Relations and Affairs
UBS Investment Bank July 2015 - Present
Max M. Fisher College of Business, The Ohio State University 2013 - May 2015
UBS Investment Bank June 2014 - August 2014
Self employed 2007 - 2012
Skills
Communication, Problem Solving, Organization, Flexibility, Team Leadership, Teamwork, Team Building, Critical Thinking, Learning Quickly, Research
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Strategy
The Ohio State University 2005 — 2007
BA, Economics
The George Washington University 2003 — 2005
International Relations and Affairs
Caroline Horowitz's UBS Investment Bank Experience July 2013 - Present
Job Equity Capital Markets Analyst at UBS
Industry Investment Banking
Experience
UBS Investment Bank July 2013 - Present
Marc Jacobs December 2012 - January 2013
Citi June 2012 - August 2012
GFI Group May 2012 - June 2012
Fogel Neale Partners LLC January 2012 - January 2012
GFI Group May 2011 - August 2011
S & P Commodity Trading Corporation January 2011 - January 2011
GFI Group July 2010 - July 2010
Skills
Market Research, Derivatives, Bloomberg Terminal, Capital Markets, Excel, PowerPoint, Access, Word, Analysis, Microsoft Excel, Options, Equity Derivatives, Equities, Bloomberg, Equity Research, Trading, Portfolio Management, Microsoft Word, Trading Strategies, Commodity, Equity Trading, Finance
Education
The George Washington University - School of Business 2009 — 2013
BBA, Finance
South Side High School 2005 — 2009
International Baccalaureate Diploma
UBS Investment Bank July 2013 - Present
Marc Jacobs December 2012 - January 2013
Citi June 2012 - August 2012
GFI Group May 2012 - June 2012
Fogel Neale Partners LLC January 2012 - January 2012
GFI Group May 2011 - August 2011
S & P Commodity Trading Corporation January 2011 - January 2011
GFI Group July 2010 - July 2010
Skills
Market Research, Derivatives, Bloomberg Terminal, Capital Markets, Excel, PowerPoint, Access, Word, Analysis, Microsoft Excel, Options, Equity Derivatives, Equities, Bloomberg, Equity Research, Trading, Portfolio Management, Microsoft Word, Trading Strategies, Commodity, Equity Trading, Finance
Education
The George Washington University - School of Business 2009 — 2013
BBA, Finance
South Side High School 2005 — 2009
International Baccalaureate Diploma
Dylan Gorman's UBS Investment Bank Experience July 2014 - Present
Job Investment Banking Analyst at UBS
Industry Financial Services
Experience
UBS Investment Bank July 2014 - Present
UBS Investment Bank June 2013 - July 2013
JMI Equity September 2011 - May 2013
Rapuzzi, Palumbo & Rosenberger, P.C July 2010 - August 2010
Skills
Financial Modeling, Excel, HTML + CSS, JavaScript, SQL, Private Equity, Microsoft Excel, Marketing, HTML, Data Analysis, Microsoft Office, Investments, Mergers & Acquisitions, Economics
Education
The Johns Hopkins University 2010 — 2014
Bachelor of Arts (BA), Economics & Financial Economics, 3.8
Bronx High School of Science 2006 — 2010
UBS Investment Bank July 2014 - Present
UBS Investment Bank June 2013 - July 2013
JMI Equity September 2011 - May 2013
Rapuzzi, Palumbo & Rosenberger, P.C July 2010 - August 2010
Skills
Financial Modeling, Excel, HTML + CSS, JavaScript, SQL, Private Equity, Microsoft Excel, Marketing, HTML, Data Analysis, Microsoft Office, Investments, Mergers & Acquisitions, Economics
Education
The Johns Hopkins University 2010 — 2014
Bachelor of Arts (BA), Economics & Financial Economics, 3.8
Bronx High School of Science 2006 — 2010
Juliana Bajon Falcão Juliana Bajon Falcão's UBS Investment Bank Experience 2009 - 2011
Job Founding Partner
Industry Design
Experience
Juliana Bajon Design & Decor November 2011 - Present
UBS Investment Bank 2009 - 2011
Citigroup 2006 - 2009
Merrill Lynch 2005 - 2006
The World Bank 2003 - 2005
JPMorgan 1999 - 2003
Skills
Emerging Markets, Valuation, Financial Modeling, Capital Markets, Private Equity, Corporate Finance, Investment Banking, Equities, Mergers & Acquisitions, Venture Capital, Investments, Due Diligence, Avaliação financeira, Renda fixa, Mercado de capitais, Fusões e aquisições, Estratégia empresarial, Finanças corporativas, Mercados emergentes, Gestão de carteiras, Análise financeira, Modelagem financeira, Mercados financeiros, Banco de investimento, Fundos de capital..., Due diligence, Investimentos, Patrimônio líquido
Education
Johns Hopkins SAIS 2003 — 2006
Master's degree, Intl Relations, Intl Economics
Pontificia Universidade Catolica de São Paulo 1997 — 2001
Bachelors, Economics
Juliana Bajon Design & Decor November 2011 - Present
UBS Investment Bank 2009 - 2011
Citigroup 2006 - 2009
Merrill Lynch 2005 - 2006
The World Bank 2003 - 2005
JPMorgan 1999 - 2003
Skills
Emerging Markets, Valuation, Financial Modeling, Capital Markets, Private Equity, Corporate Finance, Investment Banking, Equities, Mergers & Acquisitions, Venture Capital, Investments, Due Diligence, Avaliação financeira, Renda fixa, Mercado de capitais, Fusões e aquisições, Estratégia empresarial, Finanças corporativas, Mercados emergentes, Gestão de carteiras, Análise financeira, Modelagem financeira, Mercados financeiros, Banco de investimento, Fundos de capital..., Due diligence, Investimentos, Patrimônio líquido
Education
Johns Hopkins SAIS 2003 — 2006
Master's degree, Intl Relations, Intl Economics
Pontificia Universidade Catolica de São Paulo 1997 — 2001
Bachelors, Economics
Nancy Corlett Nancy Corlett's UBS Investment Bank Experience May 2002 - August 2003
Job Caliber Home Loans Portfolio Lending Products
Industry Banking
Experience
Caliber Home Loans June 2015 - Present
Mid America Mortgage, Inc September 2014 - March 2015
Stonegate Mortgage Corporation August 2013 - September 2014
Cornerstone Correspondent Lending September 2011 - July 2013
PennyMac Correspondent Lending November 2010 - September 2011
TIB - The Independent BankersBank March 2008 - August 2010
Washington Mutual March 2006 - September 2007
Tuttle Risk Management Services October 2005 - March 2006
Morgan Stanley August 2003 - March 2005
UBS Investment Bank May 2002 - August 2003
Skills
Mortgage Lending, Strategic Planning, Residential Mortgages, New Business Development, Contract Negotiation, Loans, Mortgage Banking, Banking, Loan Origination, Real Estate, Credit, Refinance, Credit Analysis, FHA
Education
Texas Tech University 1978 — 1982
BA
Caliber Home Loans June 2015 - Present
Mid America Mortgage, Inc September 2014 - March 2015
Stonegate Mortgage Corporation August 2013 - September 2014
Cornerstone Correspondent Lending September 2011 - July 2013
PennyMac Correspondent Lending November 2010 - September 2011
TIB - The Independent BankersBank March 2008 - August 2010
Washington Mutual March 2006 - September 2007
Tuttle Risk Management Services October 2005 - March 2006
Morgan Stanley August 2003 - March 2005
UBS Investment Bank May 2002 - August 2003
Skills
Mortgage Lending, Strategic Planning, Residential Mortgages, New Business Development, Contract Negotiation, Loans, Mortgage Banking, Banking, Loan Origination, Real Estate, Credit, Refinance, Credit Analysis, FHA
Education
Texas Tech University 1978 — 1982
BA
Cora Pendergrass Cora Pendergrass's UBS Investment Bank Experience December 2002 - March 2003
Job Senior Manager at Macquarie Cook Energy
Industry Oil & Energy
Experience
Macquarie Energy LLC April 2009 - Present
Constellation Energy October 2005 - April 2009
Merrill Lynch March 2004 - October 2005
Duke Energy Corporation March 2003 - March 2004
UBS Investment Bank December 2002 - March 2003
Enron December 1999 - December 2002
Columbia Energy Corp. December 1998 - December 1999
TexPar Energy LLC 1996 - 1998
Teco Gas Marketing 1995 - 1996
Brooklyn Interstate Natural Gas 1991 - 1995
Skills
Natural Gas, Gas, Trading, Risk Management, Pipelines, Energy, Management, Analysis, Commodity Markets, Energy Industry, Process Improvement, Energy Markets, Process Scheduler, Commodity, Upstream, Petroleum
Education
Texas Tech University 1978 — 1982
Bachelor of Science, Early Childhood Education
Macquarie Energy LLC April 2009 - Present
Constellation Energy October 2005 - April 2009
Merrill Lynch March 2004 - October 2005
Duke Energy Corporation March 2003 - March 2004
UBS Investment Bank December 2002 - March 2003
Enron December 1999 - December 2002
Columbia Energy Corp. December 1998 - December 1999
TexPar Energy LLC 1996 - 1998
Teco Gas Marketing 1995 - 1996
Brooklyn Interstate Natural Gas 1991 - 1995
Skills
Natural Gas, Gas, Trading, Risk Management, Pipelines, Energy, Management, Analysis, Commodity Markets, Energy Industry, Process Improvement, Energy Markets, Process Scheduler, Commodity, Upstream, Petroleum
Education
Texas Tech University 1978 — 1982
Bachelor of Science, Early Childhood Education
Jacque Flusche Jacque Flusche's UBS Investment Bank Experience May 2001 - August 2001
Job Product Marketing Analyst Staff at Lockheed Martin Aeronautics
Industry Defense & Space
Experience
Lockheed Martin Aeronautics June 2011 - Present
Lockheed Martin Aeronautics July 2009 - June 2011
IES Industrial, Inc. September 2007 - July 2008
Integrated Electrical Services, Inc. January 2004 - September 2007
UBS Investment Bank May 2001 - August 2001
Skills
Financial Analysis, Finance, Project Management, Business Analysis, SAP, Strategic Financial..., Security Clearance, Process Improvement, Technology..., Intellectual Property..., Integration, Intellectual Property, Contract Negotiation, Business Development, Business Strategy, Strategic Communications, Management, Program Management, Accounting, Aerospace, Mergers, Government Contracting, Team Leadership, Press Releases, Account Reconciliation, General Ledger, Forecasting, Financial Accounting, Analysis, Budgets, Supply Chain
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2009
MBA, Finance
Texas A&M University - Mays Business School 2000 — 2003
BBA Finance, Finance
Lockheed Martin Aeronautics June 2011 - Present
Lockheed Martin Aeronautics July 2009 - June 2011
IES Industrial, Inc. September 2007 - July 2008
Integrated Electrical Services, Inc. January 2004 - September 2007
UBS Investment Bank May 2001 - August 2001
Skills
Financial Analysis, Finance, Project Management, Business Analysis, SAP, Strategic Financial..., Security Clearance, Process Improvement, Technology..., Intellectual Property..., Integration, Intellectual Property, Contract Negotiation, Business Development, Business Strategy, Strategic Communications, Management, Program Management, Accounting, Aerospace, Mergers, Government Contracting, Team Leadership, Press Releases, Account Reconciliation, General Ledger, Forecasting, Financial Accounting, Analysis, Budgets, Supply Chain
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2009
MBA, Finance
Texas A&M University - Mays Business School 2000 — 2003
BBA Finance, Finance
Ziyi(Anderson) Liu Ziyi(Anderson) Liu's UBS Investment Bank Experience June 2015 - August 2015
Job CoFounder & Chief Financial Officer at ShapeU
Industry Financial Services
Experience
UBS Investment Bank June 2015 - August 2015
ShapeU September 2013 - January 2015
BOCI June 2014 - August 2014
King Stone Energy Group Limited June 2013 - August 2013
Phoenix Satellite Television (US) Inc. June 2012 - August 2012
Skills
Java, Research, Microsoft Excel, PowerPoint, Bloomberg, Microsoft Word, Financial Modeling, Investments, VBA, Accounting, Data Analysis, Valuation
Education
The Johns Hopkins University 2012 — 2016
Bachelor's Degree, Applied Mathematics & Statistics and Economics
Tabor Academy 2008 — 2012
High School, ranked 5/156
UBS Investment Bank June 2015 - August 2015
ShapeU September 2013 - January 2015
BOCI June 2014 - August 2014
King Stone Energy Group Limited June 2013 - August 2013
Phoenix Satellite Television (US) Inc. June 2012 - August 2012
Skills
Java, Research, Microsoft Excel, PowerPoint, Bloomberg, Microsoft Word, Financial Modeling, Investments, VBA, Accounting, Data Analysis, Valuation
Education
The Johns Hopkins University 2012 — 2016
Bachelor's Degree, Applied Mathematics & Statistics and Economics
Tabor Academy 2008 — 2012
High School, ranked 5/156
Jonathan Waksman's UBS Investment Bank Experience July 2015 - Present
Job Investment Banking Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2015 - Present
UBS Investment Bank June 2014 - August 2014
U.S. House of Representatives September 2013 - December 2013
Stifel Nicolaus June 2013 - August 2013
Skills
Financial Modeling, Data Analysis, Microsoft Excel, Valuation, Financial Analysis, Market Research, Finance, Economics, Financial Accounting, Due Diligence, Bloomberg, Investment Banking, Policy, Structured Finance, Research
Education
The George Washington University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Charles E. Smith Jewish Day School
UBS Investment Bank July 2015 - Present
UBS Investment Bank June 2014 - August 2014
U.S. House of Representatives September 2013 - December 2013
Stifel Nicolaus June 2013 - August 2013
Skills
Financial Modeling, Data Analysis, Microsoft Excel, Valuation, Financial Analysis, Market Research, Finance, Economics, Financial Accounting, Due Diligence, Bloomberg, Investment Banking, Policy, Structured Finance, Research
Education
The George Washington University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Charles E. Smith Jewish Day School
Benjamin Wunderlich Benjamin Wunderlich's UBS Investment Bank Experience October 2004 - April 2009
Job Credit Risk Associate, Workout and Restructuring, Healthcare Financial Services at GE Capital
Industry Financial Services
Experience
GE Capital June 2014 - Present
GE Capital July 2012 - June 2014
GE Capital June 2011 - August 2011
Alphadyne Asset Management 2010 - 2010
UBS Investment Bank October 2004 - April 2009
Skills
Hedge Funds, Derivatives, Financial Modeling, Fixed Income, Private Equity, Portfolio Management, Strategy, Investor Relations, Due Diligence, Capital Markets, Marketing, Leveraged Lending, Credit Analysis, Financial Analysis, Underwriting, Loans, Cash Flow Lending, Client Relationship..., Healthcare Industry, Commercial Aviation, Aircraft Leasing, Workout, Debt Restructuring
Education
The George Washington University - School of Business 2010 — 2012
Master of Business Administration (MBA), Finance and Marketing
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
B.S., Finance
GE Capital June 2014 - Present
GE Capital July 2012 - June 2014
GE Capital June 2011 - August 2011
Alphadyne Asset Management 2010 - 2010
UBS Investment Bank October 2004 - April 2009
Skills
Hedge Funds, Derivatives, Financial Modeling, Fixed Income, Private Equity, Portfolio Management, Strategy, Investor Relations, Due Diligence, Capital Markets, Marketing, Leveraged Lending, Credit Analysis, Financial Analysis, Underwriting, Loans, Cash Flow Lending, Client Relationship..., Healthcare Industry, Commercial Aviation, Aircraft Leasing, Workout, Debt Restructuring
Education
The George Washington University - School of Business 2010 — 2012
Master of Business Administration (MBA), Finance and Marketing
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
B.S., Finance
Tomer Raved Tomer Raved's UBS Investment Bank Experience July 2014 — March 2016
Job Vice President, RBC Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2014 — March 2016
FundersGuild March 2014 — July 2014
NYU Stern School of Business January 2013 — May 2014
NYU Stern School of Business August 2012 — May 2014
UBS Investment Bank June 2013 — August 2013
Fischer Behar Chen Well Orion & Co. March 2011 — August 2012
Student Union Tel Aviv University October 2007 — January 2011
TAYG, JV January 2010 — December 2010
T.R. Promotions September 2008 — October 2010
Court Guard Academy September 2008 — July 2009
RBC Investment Bank April 2016 — Present
Skills
M&A experience, Valuation, Strategy, Securities Regulation, Legal Writing, Corporate Development, International Law, Strategic Consulting, Market Research, Management, Hebrew, Legal Advice, Quantitative Analytics, Business Planning, Finance, M&A execution, Due Diligence, Private Equity, Cross-functional Team..., Venture Capital, Financial Structuring, Intellectual Property, Financial Modeling, Media & Entertainment, Technology, Investment Banking, Corporate Finance, Corporate Law, IPO, Mergers, Mergers & Acquisitions
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting, Finance, Media & Technology
Tel Aviv University 2007 — 2011
L.L.B., Law
Tel Aviv University 2007 — 2011
B.A., Economics
UBS Investment Bank July 2014 — March 2016
FundersGuild March 2014 — July 2014
NYU Stern School of Business January 2013 — May 2014
NYU Stern School of Business August 2012 — May 2014
UBS Investment Bank June 2013 — August 2013
Fischer Behar Chen Well Orion & Co. March 2011 — August 2012
Student Union Tel Aviv University October 2007 — January 2011
TAYG, JV January 2010 — December 2010
T.R. Promotions September 2008 — October 2010
Court Guard Academy September 2008 — July 2009
RBC Investment Bank April 2016 — Present
Skills
M&A experience, Valuation, Strategy, Securities Regulation, Legal Writing, Corporate Development, International Law, Strategic Consulting, Market Research, Management, Hebrew, Legal Advice, Quantitative Analytics, Business Planning, Finance, M&A execution, Due Diligence, Private Equity, Cross-functional Team..., Venture Capital, Financial Structuring, Intellectual Property, Financial Modeling, Media & Entertainment, Technology, Investment Banking, Corporate Finance, Corporate Law, IPO, Mergers, Mergers & Acquisitions
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting, Finance, Media & Technology
Tel Aviv University 2007 — 2011
L.L.B., Law
Tel Aviv University 2007 — 2011
B.A., Economics
Sean Peters Sean Peters's UBS Investment Bank Experience July 2015 - Present
Job Investment Banking Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank July 2015 - Present
Startup Aggieland Seed Fund January 2014 - December 2014
Mays Business School Dean's Office September 2012 - December 2014
UBS Investment Bank June 2014 - August 2014
Expeditors International of Washington, Inc. June 2012 - August 2012
George Bush Presidential Library Foundation May 2011 - May 2012
Skills
Quickbooks, Account Reconciliation, Depreciation, Raiser's Edge, Internal Audit, Customer Relations, Team Leadership, Market Analysis, Sales Analysis, Accounting, Customer Service, QuickBooks, Management, Financial Analysis
Education
Texas A&M University 2010 — 2014
Bachelor of Business Administration (BBA), Minor in Economics
WHU – Otto Beisheim School of Management 2013 — 2013
SDM Institute for Management Development 2012 — 2012
Indian Business Environment
James E. Taylor High School 2006 — 2010
UBS Investment Bank July 2015 - Present
Startup Aggieland Seed Fund January 2014 - December 2014
Mays Business School Dean's Office September 2012 - December 2014
UBS Investment Bank June 2014 - August 2014
Expeditors International of Washington, Inc. June 2012 - August 2012
George Bush Presidential Library Foundation May 2011 - May 2012
Skills
Quickbooks, Account Reconciliation, Depreciation, Raiser's Edge, Internal Audit, Customer Relations, Team Leadership, Market Analysis, Sales Analysis, Accounting, Customer Service, QuickBooks, Management, Financial Analysis
Education
Texas A&M University 2010 — 2014
Bachelor of Business Administration (BBA), Minor in Economics
WHU – Otto Beisheim School of Management 2013 — 2013
SDM Institute for Management Development 2012 — 2012
Indian Business Environment
James E. Taylor High School 2006 — 2010
John Musgrave's UBS Investment Bank Experience July 2004 - July 2005
Job Managing Director and Portfolio Manager at Swank Capital, LLC
Industry Investment Management
Experience
Swank Capital, LLC July 2007 - Present
Citigroup July 2005 - July 2007
UBS Investment Bank July 2004 - July 2005
Education
Texas A&M University 2000 — 2004
BBA, Finance
Texas A&M University 2000 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance
Swank Capital, LLC July 2007 - Present
Citigroup July 2005 - July 2007
UBS Investment Bank July 2004 - July 2005
Education
Texas A&M University 2000 — 2004
BBA, Finance
Texas A&M University 2000 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance
Lydia Asaf Lydia Asaf's UBS Investment Bank Experience 2010 - September 2012
Job Vice President at Barclays Investment Bank
Industry Investment Banking
Experience
Barclays Investment Bank March 2014 - Present
Barclays Investment Bank September 2012 - March 2014
UBS Investment Bank 2010 - September 2012
Goldman Sachs 2009 - 2009
Shiboleth LLP 2007 - 2008
Herzog, Fox & Neeman 2006 - 2007
Israel Defense Forces 1997 - 2000
Skills
Investment Banking, Corporate Finance, Mergers, Financial Modeling, Financial Analysis, Transaction Advisory, Strategic Advisory, Financial Institutions, Corporate Development, Debt, Capital Markets, Economics, Private Equity, M&A experience, Acquisitions, Business Development, Business Strategy, Venture Capital, Capital Structure, Due Diligence, Cross-border..., Deal Execution, Financial Advisory, International Financial..., Mergers & Acquisitions, Asset Management, Structured Finance, Emerging Markets, Investments, Leveraged Finance, Equity Research, Banking, LBO, Fixed Income, Equity Capital Markets, Bloomberg, Valuation, Strategy, Transaction Processing
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance and Accounting
The Hebrew University 2001 — 2006
LL.B., Law
The Hebrew University 2001 — 2005
B.A., Economics
Barclays Investment Bank March 2014 - Present
Barclays Investment Bank September 2012 - March 2014
UBS Investment Bank 2010 - September 2012
Goldman Sachs 2009 - 2009
Shiboleth LLP 2007 - 2008
Herzog, Fox & Neeman 2006 - 2007
Israel Defense Forces 1997 - 2000
Skills
Investment Banking, Corporate Finance, Mergers, Financial Modeling, Financial Analysis, Transaction Advisory, Strategic Advisory, Financial Institutions, Corporate Development, Debt, Capital Markets, Economics, Private Equity, M&A experience, Acquisitions, Business Development, Business Strategy, Venture Capital, Capital Structure, Due Diligence, Cross-border..., Deal Execution, Financial Advisory, International Financial..., Mergers & Acquisitions, Asset Management, Structured Finance, Emerging Markets, Investments, Leveraged Finance, Equity Research, Banking, LBO, Fixed Income, Equity Capital Markets, Bloomberg, Valuation, Strategy, Transaction Processing
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance and Accounting
The Hebrew University 2001 — 2006
LL.B., Law
The Hebrew University 2001 — 2005
B.A., Economics
Matt Baldwin Matt Baldwin's UBS Investment Bank Experience July 2009 - September 2011
Job Associate at Societe Generale
Industry Investment Banking
Experience
Société Générale October 2013 - Present
Headwaters MB March 2013 - August 2013
UBS Investment Bank July 2009 - September 2011
UBS Investment Bank July 2007 - July 2009
Bear Wagner Specialists June 2005 - July 2005
Skills
Series 7, Series 63, Bloomberg, Microsoft Office, Investment Banking, Fixed Income, Investments, Capital Markets, Banking, Debt, Restructuring, Financial Services, Strategy
Education
The Johns Hopkins University 2003 — 2007
BS, Mechanical Engineering
University of Wollongong 2006 — 2006
Spring Semester Study Abroad
Darien High School
Société Générale October 2013 - Present
Headwaters MB March 2013 - August 2013
UBS Investment Bank July 2009 - September 2011
UBS Investment Bank July 2007 - July 2009
Bear Wagner Specialists June 2005 - July 2005
Skills
Series 7, Series 63, Bloomberg, Microsoft Office, Investment Banking, Fixed Income, Investments, Capital Markets, Banking, Debt, Restructuring, Financial Services, Strategy
Education
The Johns Hopkins University 2003 — 2007
BS, Mechanical Engineering
University of Wollongong 2006 — 2006
Spring Semester Study Abroad
Darien High School
Jerome Pender Jerome Pender's UBS Investment Bank Experience June 1990 - January 2003
Job Managing Director and Operating Partner at Z Capital Group, L.L.C.
Industry Information Technology and Services
Experience
FBI January 2003 - August 2012
UBS Investment Bank June 1990 - January 2003
USAF May 1985 - May 1990
Skills
Government, Enterprise Architecture, Program Management, Management, Data Center, Intelligence, SDLC, Strategic Planning, Risk Management, Team Building, Disaster Recovery, Security, Change Management, Vendor Management, IT Strategy, Investigation, IT Management, Computer Security, Intelligence Analysis, Vulnerability Assessment, Project Management, Computer Forensics, Policy, Homeland Security, IT Operations, Leadership, Integration, Biometrics, Enforcement, Information Security, Business Analysis, Counterterrorism, National Security, Security Management
Education
The Johns Hopkins University 1986 — 1988
BC Computer Science, Computer Science
United States Air Force Academy 1981 — 1985
BS, Computer Science
FBI January 2003 - August 2012
UBS Investment Bank June 1990 - January 2003
USAF May 1985 - May 1990
Skills
Government, Enterprise Architecture, Program Management, Management, Data Center, Intelligence, SDLC, Strategic Planning, Risk Management, Team Building, Disaster Recovery, Security, Change Management, Vendor Management, IT Strategy, Investigation, IT Management, Computer Security, Intelligence Analysis, Vulnerability Assessment, Project Management, Computer Forensics, Policy, Homeland Security, IT Operations, Leadership, Integration, Biometrics, Enforcement, Information Security, Business Analysis, Counterterrorism, National Security, Security Management
Education
The Johns Hopkins University 1986 — 1988
BC Computer Science, Computer Science
United States Air Force Academy 1981 — 1985
BS, Computer Science
Andrew Goldman Andrew Goldman's UBS Investment Bank Experience August 2011 - August 2012
Job JD Candidate, Class of 2018 at The George Washington University Law School
Industry Law Practice
Experience
UBS Wealth Management Americas International May 2013 - July 2015
Goldman Sachs October 2012 - April 2013
UBS Investment Bank August 2011 - August 2012
US Senator Robert Menendez June 2010 - August 2010
Allegaert Berger & Vogel, LLP May 2009 - August 2009
Skills
PowerPoint, Analysis, Microsoft Excel, Management, Data Analysis, Business Analysis, Outlook, Microsoft Office, Market Research, Business Strategy, Microsoft Word, Access, Business Objects, Spanish, Financial Reporting, Essbase, Financial Analysis, Financial Modeling, Strategic Financial..., Financial Services, Forecasting, Financial Forecasting, Data Mining, Data Modeling, Finance, Strategy
Education
The George Washington University Law School 2015 — 2018
Doctor of Law (J.D.)
Vanderbilt University 2007 — 2011
B.A, History, Financial Economics
University of York 2010 — 2010
Bachelor of Arts (B.A.), History and Financial Economics
Westfield High School 2004 — 2007
UBS Wealth Management Americas International May 2013 - July 2015
Goldman Sachs October 2012 - April 2013
UBS Investment Bank August 2011 - August 2012
US Senator Robert Menendez June 2010 - August 2010
Allegaert Berger & Vogel, LLP May 2009 - August 2009
Skills
PowerPoint, Analysis, Microsoft Excel, Management, Data Analysis, Business Analysis, Outlook, Microsoft Office, Market Research, Business Strategy, Microsoft Word, Access, Business Objects, Spanish, Financial Reporting, Essbase, Financial Analysis, Financial Modeling, Strategic Financial..., Financial Services, Forecasting, Financial Forecasting, Data Mining, Data Modeling, Finance, Strategy
Education
The George Washington University Law School 2015 — 2018
Doctor of Law (J.D.)
Vanderbilt University 2007 — 2011
B.A, History, Financial Economics
University of York 2010 — 2010
Bachelor of Arts (B.A.), History and Financial Economics
Westfield High School 2004 — 2007
Brent R. Adams Brent R. Adams's UBS Investment Bank Experience October 1997 - May 2008
Job Managing Principal at Kyle Capital, LLC
Industry Investment Management
Experience
Kyle Capital, LLC January 2014 - Present
Olivewood Capital LLC September 2009 - December 2013
Deutsche Bank Securities June 2008 - August 2009
Brunswick UBS October 1997 - May 2008
UBS Investment Bank October 1997 - May 2008
Education
Texas A&M University 1985 — 1990
BBA, Finance
Kyle Capital, LLC January 2014 - Present
Olivewood Capital LLC September 2009 - December 2013
Deutsche Bank Securities June 2008 - August 2009
Brunswick UBS October 1997 - May 2008
UBS Investment Bank October 1997 - May 2008
Education
Texas A&M University 1985 — 1990
BBA, Finance
Clyde Haynes, SPHR, SHRM-SCP Clyde Haynes, SPHR, SHRM-SCP's UBS Investment Bank Experience September 2004 - December 2009
Job Talent Development & Learning Leader
Industry Professional Training & Coaching
Experience
Apple November 2014 - Present
Independent Consultant May 2014 - Present
RetailMeNot, Inc January 2013 - May 2014
Electronic Arts August 2012 - January 2013
Colorado Technical University October 2011 - December 2012
Morgan Stanley December 2009 - April 2012
UBS Investment Bank September 2004 - December 2009
Merrill Lynch 2002 - 2004
Skills
Leadership Development, Training, Program Management, Instructional Design, Staff Development, Workshop Facilitation, E-Learning, Coaching, Team Building, Onboarding, Project Management, Talent Management, Organizational..., Strategy, Training Delivery, Management, HR Consulting, Adult Education, Training Facilitation, Program Evaluation, Mentoring, Vendor Management, Needs Analysis, Career Development, Retention Strategies, Career Counseling, Workforce Planning, Succession Planning, CRM, Manage Client..., Managing Project Budgets, Adult Learning Theory, Myers-Briggs Certified, Action Learning, Organizational..., Performance Management, High Potential Programs, Articulate Suite, Train the Trainer, Simulations, Feedback, Gamification, Learning Management, MBTI, Management Development, Presentation Coaching, Captivate, Management Consulting, Lominger Competencies, HR Strategy
Education
Teachers College of Columbia University 2006 — 2010
Master of Arts (M.A.), Adult Learning & Organizational Leadership
The University of Texas at Austin
Bachelor of Arts (B.A.), Computer Science
Apple November 2014 - Present
Independent Consultant May 2014 - Present
RetailMeNot, Inc January 2013 - May 2014
Electronic Arts August 2012 - January 2013
Colorado Technical University October 2011 - December 2012
Morgan Stanley December 2009 - April 2012
UBS Investment Bank September 2004 - December 2009
Merrill Lynch 2002 - 2004
Skills
Leadership Development, Training, Program Management, Instructional Design, Staff Development, Workshop Facilitation, E-Learning, Coaching, Team Building, Onboarding, Project Management, Talent Management, Organizational..., Strategy, Training Delivery, Management, HR Consulting, Adult Education, Training Facilitation, Program Evaluation, Mentoring, Vendor Management, Needs Analysis, Career Development, Retention Strategies, Career Counseling, Workforce Planning, Succession Planning, CRM, Manage Client..., Managing Project Budgets, Adult Learning Theory, Myers-Briggs Certified, Action Learning, Organizational..., Performance Management, High Potential Programs, Articulate Suite, Train the Trainer, Simulations, Feedback, Gamification, Learning Management, MBTI, Management Development, Presentation Coaching, Captivate, Management Consulting, Lominger Competencies, HR Strategy
Education
Teachers College of Columbia University 2006 — 2010
Master of Arts (M.A.), Adult Learning & Organizational Leadership
The University of Texas at Austin
Bachelor of Arts (B.A.), Computer Science
Jonathan Louie Jonathan Louie's UBS Investment Bank Experience August 2014 - Present
Job Director, Research Technology at UBS Investment Bank
Industry Information Technology and Services
Experience
UBS Investment Bank August 2014 - Present
Morgan Stanley April 2010 - July 2014
Merrill Lynch July 2006 - May 2010
Merrill Lynch July 2004 - July 2006
Governor's School of New Jersey September 2002 - June 2004
Skills
SDLC, Business Analysis, CRM, Marketing Automation, Business Intelligence, Sales Enablement, Salesforce.com, Eloqua, Integration, Financial Services, Project Management, Wealth Management, Research, Mutual Funds, Investments, Management, Fixed Income, Equities, Vendor Management, Offer Management, Business Requirements, Analytics
Education
The College of New Jersey 2000 — 2004
BS, Business (Information Systems Management)
UBS Investment Bank August 2014 - Present
Morgan Stanley April 2010 - July 2014
Merrill Lynch July 2006 - May 2010
Merrill Lynch July 2004 - July 2006
Governor's School of New Jersey September 2002 - June 2004
Skills
SDLC, Business Analysis, CRM, Marketing Automation, Business Intelligence, Sales Enablement, Salesforce.com, Eloqua, Integration, Financial Services, Project Management, Wealth Management, Research, Mutual Funds, Investments, Management, Fixed Income, Equities, Vendor Management, Offer Management, Business Requirements, Analytics
Education
The College of New Jersey 2000 — 2004
BS, Business (Information Systems Management)
George J. Matthews's UBS Investment Bank Experience February 2001 - April 2006
Job Licensed Real Estate Sales Agent at Warburg Realty
Industry Real Estate
Experience
Warburg Realty September 2014 - Present
GJM Realty Advisors LLC June 2013 - August 2014
Eurohypo AG September 2006 - April 2012
UBS Investment Bank February 2001 - April 2006
KPMG LLP-Real Estate Advisory Services September 1998 - February 2001
Albanese Organization January 1997 - August 1998
R.E. Charles & Company/First Madison Equities November 1988 - December 1996
Chemical Bank (JP Morgan Chase) May 1982 - August 1988
Skills
Real Estate Economics, Due Diligence, Commercial Real Estate, Asset Management, Valuation, Financial Structuring, CMBS, Securitization, Capital Markets, Loan Origination, Credit, Asset Managment, Finance, Portfolio Management, Loans, Underwriting, Loan Underwriting & Due..., Commercial Lending, Workouts &..., CMBS Capital Markets &..., Transaction/Deal..., Portfolio Risk..., Real Estate Asset..., Credit Analysis, Risk Management, Financial Modeling
Education
The George Washington University - School of Business 1978 — 1982
BBA, Finance
Warburg Realty September 2014 - Present
GJM Realty Advisors LLC June 2013 - August 2014
Eurohypo AG September 2006 - April 2012
UBS Investment Bank February 2001 - April 2006
KPMG LLP-Real Estate Advisory Services September 1998 - February 2001
Albanese Organization January 1997 - August 1998
R.E. Charles & Company/First Madison Equities November 1988 - December 1996
Chemical Bank (JP Morgan Chase) May 1982 - August 1988
Skills
Real Estate Economics, Due Diligence, Commercial Real Estate, Asset Management, Valuation, Financial Structuring, CMBS, Securitization, Capital Markets, Loan Origination, Credit, Asset Managment, Finance, Portfolio Management, Loans, Underwriting, Loan Underwriting & Due..., Commercial Lending, Workouts &..., CMBS Capital Markets &..., Transaction/Deal..., Portfolio Risk..., Real Estate Asset..., Credit Analysis, Risk Management, Financial Modeling
Education
The George Washington University - School of Business 1978 — 1982
BBA, Finance
Rachel Minore Rachel Minore's UBS Investment Bank Experience 2015 - Present
Job Incoming Sales and Trading Summer Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank 2015 - Present
Fortress Investment Group Portfolio Company - Baby+Co September 2014 - December 2014
CBS Corporation May 2013 - July 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Advertising, Outlook, Teamwork, Sales, Microsoft Office, Windows, Access, Networking
Education
University of North Carolina at Chapel Hill 2012 — 2016
BSBA, Business Administration and Management, Finance, Junior
The Chinese University of Hong Kong 2014 — 2014
UBS Investment Bank 2015 - Present
Fortress Investment Group Portfolio Company - Baby+Co September 2014 - December 2014
CBS Corporation May 2013 - July 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Advertising, Outlook, Teamwork, Sales, Microsoft Office, Windows, Access, Networking
Education
University of North Carolina at Chapel Hill 2012 — 2016
BSBA, Business Administration and Management, Finance, Junior
The Chinese University of Hong Kong 2014 — 2014
Bill White Bill White's UBS Investment Bank Experience July 2013 - April 2015
Job Corporate Finance Associate at B2R Finance
Industry Financial Services
Experience
B2R Finance May 2015 - Present
UBS Investment Bank July 2013 - April 2015
UBS Investment Bank June 2012 - August 2012
The Capstone Group Inc. May 2011 - August 2011
Renewing American Leadership January 2011 - May 2011
Education
The George Washington University - School of Business 2009 — 2013
BBA, Finance
Staten Island Technical H.S. 2005 — 2009
B2R Finance May 2015 - Present
UBS Investment Bank July 2013 - April 2015
UBS Investment Bank June 2012 - August 2012
The Capstone Group Inc. May 2011 - August 2011
Renewing American Leadership January 2011 - May 2011
Education
The George Washington University - School of Business 2009 — 2013
BBA, Finance
Staten Island Technical H.S. 2005 — 2009
Phillip Kushner's UBS Investment Bank Experience December 2006 - October 2007
Job Manager of Financial Systems at Alvogen
Industry Pharmaceuticals
Experience
Alvogen April 2012 - Present
Myron Manufacturing October 2011 - April 2012
Parsons Brinckerhoff October 2008 - October 2011
Pershing October 2007 - October 2008
UBS Investment Bank December 2006 - October 2007
Bloomberg LP October 2004 - December 2006
Skills
Forecasting, Financial Reporting, SAP BPC, Consolidation, SAP, Process Improvement, Project Planning, Budgeting, Financial Analysis, Excel, System Administration, Business Management, Business Analysis, Business Planning, SOX, Hyperion Enterprise, Cartesis, PeopleSoft, Essbase, Finance, Sarbanes-Oxley Act, Variance Analysis, Budgets, Internal Audit, Management, Managerial Finance, Access, Analysis, ERP, Internal Controls, Strategic Financial..., Auditing, Financial Planning
Education
Temple University - Fox School of Business and Management 2013 — 2015
MBA, Management
State University of New York at Buffalo 2001 — 2004
Bachelor, Finance
Washington State University 1999 — 2001
Associate's degree, Business Administration and Management, General
Alvogen April 2012 - Present
Myron Manufacturing October 2011 - April 2012
Parsons Brinckerhoff October 2008 - October 2011
Pershing October 2007 - October 2008
UBS Investment Bank December 2006 - October 2007
Bloomberg LP October 2004 - December 2006
Skills
Forecasting, Financial Reporting, SAP BPC, Consolidation, SAP, Process Improvement, Project Planning, Budgeting, Financial Analysis, Excel, System Administration, Business Management, Business Analysis, Business Planning, SOX, Hyperion Enterprise, Cartesis, PeopleSoft, Essbase, Finance, Sarbanes-Oxley Act, Variance Analysis, Budgets, Internal Audit, Management, Managerial Finance, Access, Analysis, ERP, Internal Controls, Strategic Financial..., Auditing, Financial Planning
Education
Temple University - Fox School of Business and Management 2013 — 2015
MBA, Management
State University of New York at Buffalo 2001 — 2004
Bachelor, Finance
Washington State University 1999 — 2001
Associate's degree, Business Administration and Management, General
Jeffrey Frusciante's UBS Investment Bank Experience December 2012 - June 2013
Job Associate at Brigade Capital Management, LP
Industry Investment Banking
Experience
Brigade Capital Management, LP February 2015 - Present
Guggenheim Partners June 2013 - February 2015
UBS Investment Bank December 2012 - June 2013
Buckingham Capital Management, Inc. May 2012 - August 2012
ARTIO GLOBAL INVESTORS, INC. May 2010 - August 2011
Skills
Bloomberg, Microsoft Excel, Bloomberg Terminal, Bloomberg API Download, BlackRock Aladdin, Wall Street Office, World Bank Data Base, Advent Axys, Advent Partners, Morgan Stanley..., Microsoft Word, Microsoft PowerPoint, Microsoft Access
Education
The Catholic University of America 2008 — 2012
BSBA, Finance
Brigade Capital Management, LP February 2015 - Present
Guggenheim Partners June 2013 - February 2015
UBS Investment Bank December 2012 - June 2013
Buckingham Capital Management, Inc. May 2012 - August 2012
ARTIO GLOBAL INVESTORS, INC. May 2010 - August 2011
Skills
Bloomberg, Microsoft Excel, Bloomberg Terminal, Bloomberg API Download, BlackRock Aladdin, Wall Street Office, World Bank Data Base, Advent Axys, Advent Partners, Morgan Stanley..., Microsoft Word, Microsoft PowerPoint, Microsoft Access
Education
The Catholic University of America 2008 — 2012
BSBA, Finance
Marcin Konopka Marcin Konopka's UBS Investment Bank Experience December 2012 - December 2012
Job Software Engineer in Site Reliability Team at Cisco
Industry Computer Software
Experience
Cisco Systems October 2014 - Present
Cisco Systems February 2013 - September 2014
UBS Investment Bank December 2012 - December 2012
SMT Software October 2012 - November 2012
Comarch February 2011 - November 2012
Comarch June 2006 - February 2011
Skills
Linux, Java, Java Enterprise Edition, Spring, Subversion, Hibernate, Tomcat, JBoss Application Server, Maven, Docker, JUnit, PL/SQL, Eclipse, Security, Oracle, XML, EJB, JBoss, HTTP, Scrum, SQL, J2EE, Ant, Apache, JSP, JDBC, JPA, TCP/IP, Oracle SQL, Design Patterns, Servlets, SOAP, Spring Framework, JSF, Test Driven Development, UML, Struts, JMS
Education
Technical University of Wroclaw 2004 — 2008
MSc, Computer Science, 5.5
Cisco Systems October 2014 - Present
Cisco Systems February 2013 - September 2014
UBS Investment Bank December 2012 - December 2012
SMT Software October 2012 - November 2012
Comarch February 2011 - November 2012
Comarch June 2006 - February 2011
Skills
Linux, Java, Java Enterprise Edition, Spring, Subversion, Hibernate, Tomcat, JBoss Application Server, Maven, Docker, JUnit, PL/SQL, Eclipse, Security, Oracle, XML, EJB, JBoss, HTTP, Scrum, SQL, J2EE, Ant, Apache, JSP, JDBC, JPA, TCP/IP, Oracle SQL, Design Patterns, Servlets, SOAP, Spring Framework, JSF, Test Driven Development, UML, Struts, JMS
Education
Technical University of Wroclaw 2004 — 2008
MSc, Computer Science, 5.5
Darrell Holley Darrell Holley's UBS Investment Bank Experience September 2009 - September 2011
Job Managing Director Global Head of Oil and Gas at ABN AMRO Bank N.V.
Industry Banking
Experience
ABN AMRO Bank N.V. September 2011 - Present
UBS Investment Bank September 2009 - September 2011
FORTIS BANK October 1994 - October 2009
Texas Commerce Bank / Chemical Bank September 1988 - September 1994
Skills
Energy Investment..., Energy-related finance, Management, Energy, Investment Banking, Corporate Finance, Structured Finance, Capital Markets, Financial Structuring, Equities, Derivatives, Financial Modeling, Valuation, Banking, Portfolio Management, Credit Risk, Private Equity, Risk Management, Financial Risk, Fixed Income, Financial Analysis, Mergers & Acquisitions
Education
Texas A&M University 1983 — 1987
Bachelor of Business Administration (BBA), Finance and Accounting
ABN AMRO Bank N.V. September 2011 - Present
UBS Investment Bank September 2009 - September 2011
FORTIS BANK October 1994 - October 2009
Texas Commerce Bank / Chemical Bank September 1988 - September 1994
Skills
Energy Investment..., Energy-related finance, Management, Energy, Investment Banking, Corporate Finance, Structured Finance, Capital Markets, Financial Structuring, Equities, Derivatives, Financial Modeling, Valuation, Banking, Portfolio Management, Credit Risk, Private Equity, Risk Management, Financial Risk, Fixed Income, Financial Analysis, Mergers & Acquisitions
Education
Texas A&M University 1983 — 1987
Bachelor of Business Administration (BBA), Finance and Accounting
Patrick Baer Patrick Baer's UBS Investment Bank Experience June 2006 - December 2007
Job Finance Advisor at Shell Oil
Industry Oil & Energy
Experience
Shell Chemical LP April 2014 - Present
Shell Energy North America December 2010 - April 2014
Credit Agricole Structured Asset Management October 2008 - June 2009
Goldman Sachs December 2007 - September 2008
UBS Investment Bank June 2006 - December 2007
Skills
Financial Modeling, Derivatives, Options, Hedge Funds, Financial Risk, Finance, Equity Derivatives, Econometrics, Managerial Finance, Financial Accounting, Financial Engineering, Financial Statement..., Game Theory, Risk Management, Commodity Markets
Education
Tulane University - A.B. Freeman School of Business 2010 — 2011
Master, Finance (MFIN)
Texas State University 2002 — 2006
BBA and BA, Finance and Spanish
Tecnológico de Monterrey 2001 — 2001
Business Spanish
Shell Chemical LP April 2014 - Present
Shell Energy North America December 2010 - April 2014
Credit Agricole Structured Asset Management October 2008 - June 2009
Goldman Sachs December 2007 - September 2008
UBS Investment Bank June 2006 - December 2007
Skills
Financial Modeling, Derivatives, Options, Hedge Funds, Financial Risk, Finance, Equity Derivatives, Econometrics, Managerial Finance, Financial Accounting, Financial Engineering, Financial Statement..., Game Theory, Risk Management, Commodity Markets
Education
Tulane University - A.B. Freeman School of Business 2010 — 2011
Master, Finance (MFIN)
Texas State University 2002 — 2006
BBA and BA, Finance and Spanish
Tecnológico de Monterrey 2001 — 2001
Business Spanish
Kristen Wolf Kristen Wolf's UBS Investment Bank Experience March 2013 - May 2013
Job Doctor of Physical Therapy Candidate at The George Washington University
Industry Health, Wellness and Fitness
Experience
UBS Investment Bank March 2013 - May 2013
UBS Investment Bank February 2010 - February 2013
Grameen Foundation October 2009 - December 2009
UBS Investment Bank June 2008 - August 2008
Education
The George Washington University 2014 — 2017
Doctor of Physical Therapy (DPT), Physical Therapy/Therapist
University of Virginia 2005 — 2009
B.S., Commerce; Concentration in Finance and Accounting
UBS Investment Bank March 2013 - May 2013
UBS Investment Bank February 2010 - February 2013
Grameen Foundation October 2009 - December 2009
UBS Investment Bank June 2008 - August 2008
Education
The George Washington University 2014 — 2017
Doctor of Physical Therapy (DPT), Physical Therapy/Therapist
University of Virginia 2005 — 2009
B.S., Commerce; Concentration in Finance and Accounting
Neel Desai Neel Desai's UBS Investment Bank Experience June 2000 - November 2001
Job Senior Business Planner at Microsoft
Industry Computer Software
Experience
Microsoft Corporation July 2013 - Present
Microsoft Corporation January 2010 - July 2013
Microsoft Corporation March 2008 - December 2009
JPMorgan Chase July 2006 - March 2008
Freddie Mac August 2002 - August 2004
Milestone Merchant Partners December 2001 - August 2002
UBS Investment Bank June 2000 - November 2001
Skills
Pricing Strategy, Trading, Credit Risk, Business Process, E-commerce, Corporate Development, Financial Modeling, Strategy, Strategic Partnerships, Business Strategy, Cloud Computing, Analytics, Executive Management, Financial Analysis, Business Development, Due Diligence, Mergers & Acquisitions, Valuation, Finance
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA
The Johns Hopkins University 1996 — 2000
BA, Economics/Mathematical Sciences
Lake Forest High School
Philips Exeter Academy
Microsoft Corporation July 2013 - Present
Microsoft Corporation January 2010 - July 2013
Microsoft Corporation March 2008 - December 2009
JPMorgan Chase July 2006 - March 2008
Freddie Mac August 2002 - August 2004
Milestone Merchant Partners December 2001 - August 2002
UBS Investment Bank June 2000 - November 2001
Skills
Pricing Strategy, Trading, Credit Risk, Business Process, E-commerce, Corporate Development, Financial Modeling, Strategy, Strategic Partnerships, Business Strategy, Cloud Computing, Analytics, Executive Management, Financial Analysis, Business Development, Due Diligence, Mergers & Acquisitions, Valuation, Finance
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA
The Johns Hopkins University 1996 — 2000
BA, Economics/Mathematical Sciences
Lake Forest High School
Philips Exeter Academy
Adam Friedland Adam Friedland's UBS Investment Bank Experience June 2007 - May 2010
Job Client Service at Wells Fargo Prime Services
Industry Financial Services
Experience
Wells Fargo Prime Services November 2010 - Present
UBS Investment Bank June 2007 - May 2010
oppenheimer 2006 - 2006
Skills
Fixed Income, Options, Equities, Trading, Derivatives, Valuation, Capital Markets, Bloomberg, Alternative Investments, Hedging, Equity Trading, Investments, Volatility, Electronic Trading, Hedge Funds, Commodity, Trading Strategies, Proprietary Trading, Commodity Markets, Trading Systems, Asset Management
Education
The George Washington University 2003 — 2007
The George Washington University - School of Business 2003 — 2007
Business Administration, Finance
Wells Fargo Prime Services November 2010 - Present
UBS Investment Bank June 2007 - May 2010
oppenheimer 2006 - 2006
Skills
Fixed Income, Options, Equities, Trading, Derivatives, Valuation, Capital Markets, Bloomberg, Alternative Investments, Hedging, Equity Trading, Investments, Volatility, Electronic Trading, Hedge Funds, Commodity, Trading Strategies, Proprietary Trading, Commodity Markets, Trading Systems, Asset Management
Education
The George Washington University 2003 — 2007
The George Washington University - School of Business 2003 — 2007
Business Administration, Finance
Christopher Avallone, CFA Christopher Avallone, CFA's UBS Investment Bank Experience March 2012 - April 2013
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2013 - Present
UBS Investment Bank March 2012 - April 2013
UBS Investment Bank June 2009 - March 2012
UBS Investment Bank June 2008 - August 2008
Morgan Stanley January 2007 - December 2007
A&P Landscaping June 2005 - August 2006
Skills
Fixed Income, Capital Markets, Investment Banking
Education
The George Washington University 2005 — 2009
Goldman Sachs May 2013 - Present
UBS Investment Bank March 2012 - April 2013
UBS Investment Bank June 2009 - March 2012
UBS Investment Bank June 2008 - August 2008
Morgan Stanley January 2007 - December 2007
A&P Landscaping June 2005 - August 2006
Skills
Fixed Income, Capital Markets, Investment Banking
Education
The George Washington University 2005 — 2009
Enxhi Xhoxhi Enxhi Xhoxhi's UBS Investment Bank Experience July 2014 - Present
Job Investment Banking Analyst at UBS
Industry Investment Banking
Experience
UBS Investment Bank July 2014 - Present
UBS Investment Bank June 2013 - August 2013
Bradley, Foster & Sargent, Inc. July 2012 - August 2012
Learning Enterprises Inc. June 2012 - July 2012
George Washington University August 2011 - May 2012
Nationwide Insurance May 2011 - August 2011
Skills
Analysis, Entrepreneurship, Investments, Leadership, Portfolio Management, Spanish, Financial Analysis, Finance
Education
The George Washington University - School of Business 2010 — 2013
Bachelor of Business Administration, Finance, General
UBS Investment Bank July 2014 - Present
UBS Investment Bank June 2013 - August 2013
Bradley, Foster & Sargent, Inc. July 2012 - August 2012
Learning Enterprises Inc. June 2012 - July 2012
George Washington University August 2011 - May 2012
Nationwide Insurance May 2011 - August 2011
Skills
Analysis, Entrepreneurship, Investments, Leadership, Portfolio Management, Spanish, Financial Analysis, Finance
Education
The George Washington University - School of Business 2010 — 2013
Bachelor of Business Administration, Finance, General
Timothy Sinard Timothy Sinard's UBS Investment Bank Experience February 2015 - Present
Job Java Software Developer at UBS Investment Bank
Industry Higher Education
Experience
UBS Investment Bank February 2015 - Present
Asurion May 2014 - February 2015
SunTrust May 2013 - July 2013
Tennessee Technological University January 2013 - May 2013
Skills
Higher Education, Programming, Java, Research, C++, Microsoft Office, PowerPoint, Mathematical Modeling, Teaching, Microsoft Word, Microsoft Excel, Statistics, Public Speaking, Eclipse, SharePoint, Six Sigma Yellow Belt, Data Analysis
Education
Tennessee Technological University 2010 — 2014
Bachelor of Science (B.S.), Computer Science Software and Scientific Application
Tennessee Technological University 2010 — 2014
Bachelor of Science (B.S.), Computer Science
UBS Investment Bank February 2015 - Present
Asurion May 2014 - February 2015
SunTrust May 2013 - July 2013
Tennessee Technological University January 2013 - May 2013
Skills
Higher Education, Programming, Java, Research, C++, Microsoft Office, PowerPoint, Mathematical Modeling, Teaching, Microsoft Word, Microsoft Excel, Statistics, Public Speaking, Eclipse, SharePoint, Six Sigma Yellow Belt, Data Analysis
Education
Tennessee Technological University 2010 — 2014
Bachelor of Science (B.S.), Computer Science Software and Scientific Application
Tennessee Technological University 2010 — 2014
Bachelor of Science (B.S.), Computer Science
Sergio Breton Sergio Breton's UBS Investment Bank Experience April 2004 - Present
Job Director at UBS
Industry Legal Services
Experience
UBS Investment Bank April 2004 - Present
Skills
Hedge Funds, Fixed Income, Derivatives, Investment Banking, Credit Derivatives, Equity Derivatives, Equities, Trading, Valuation, Private Equity, Capital Markets, Structured Finance, Securities, Securities Lending, Prime Brokerage, FX Options, Financial Markets, Corporate Finance, Structured Products
Education
The Catholic University of America, Columbus School of Law 1994 — 1997
JD
UBS Investment Bank April 2004 - Present
Skills
Hedge Funds, Fixed Income, Derivatives, Investment Banking, Credit Derivatives, Equity Derivatives, Equities, Trading, Valuation, Private Equity, Capital Markets, Structured Finance, Securities, Securities Lending, Prime Brokerage, FX Options, Financial Markets, Corporate Finance, Structured Products
Education
The Catholic University of America, Columbus School of Law 1994 — 1997
JD
Doug Morris Doug Morris's UBS Investment Bank Experience 2006 - February 2008
Job Managing Director, Chief Marketing Officer and Head of Corporate Communications at TCW
Industry Financial Services
Experience
TCW December 2013 - Present
JPMorgan Chase January 2011 - November 2013
UBS January 2006 - January 2011
UBS Investment Bank 2006 - February 2008
Gavin Anderson 1999 - 2005
Hill & Knowlton 1999 - 1999
Casals & Associates, Inc. 1998 - 1999
Skills
Investor Relations, Crisis Communications, Crisis Management, Strategic Communications, Communications Strategy
Education
London School of Economics and Political Science, U. of London 1997 — 1998
MSc, International Political Economy
The London School of Economics and Political Science (LSE) 1997 — 1998
MSc, International Political Economy
The George Washington University 1991 — 1995
BA, International Relations
TCW December 2013 - Present
JPMorgan Chase January 2011 - November 2013
UBS January 2006 - January 2011
UBS Investment Bank 2006 - February 2008
Gavin Anderson 1999 - 2005
Hill & Knowlton 1999 - 1999
Casals & Associates, Inc. 1998 - 1999
Skills
Investor Relations, Crisis Communications, Crisis Management, Strategic Communications, Communications Strategy
Education
London School of Economics and Political Science, U. of London 1997 — 1998
MSc, International Political Economy
The London School of Economics and Political Science (LSE) 1997 — 1998
MSc, International Political Economy
The George Washington University 1991 — 1995
BA, International Relations
GUSTAVO DOLFINO GUSTAVO DOLFINO's UBS Investment Bank Experience June 1991 - March 1997
Job SENIOR INVESTMENT BANKING AND EXECUTIVE SEARCH PROFESSIONAL
Industry Financial Services
Experience
THE WHITEROCK GROUP, LLC. and WHITEROCK CAPITAL PARNTERS, INC. January 2002 - Present
JE Capital January 2000 - December 2003
Smith Barney April 1997 - December 1999
UBS Investment Bank June 1991 - March 1997
Skills
Equities, Capital Markets, Asset Managment, Fixed Income, Mergers, Derivatives, Investments, Risk Management, Finance, Investment Management, Management, Consulting, Portfolio Management, Emerging Markets, Asset Management, Trading, Mergers & Acquisitions, Options, Structured Finance, Wealth Management, Financial Services, Private Equity, Financial Risk, Strategy, Structured Products, Hedge Funds, Bloomberg, Financial Modeling, Funding, Corporate Finance, Due Diligence, Currency, Alternative Investments, Proprietary Trading, Investment Banking, Financial Markets, Securities, Financial Structuring, Valuation, Restructuring, Banking, Leveraged Finance, Financial Advisory, Start-ups, Acquisitions, Analysis
Education
Thunderbird School of Global Management 1990 — 1991
Master of Business Administration in International Management, Finance
The George Washington University - School of Business 1986 — 1989
Bachelor of Business Administration, International Business
THE WHITEROCK GROUP, LLC. and WHITEROCK CAPITAL PARNTERS, INC. January 2002 - Present
JE Capital January 2000 - December 2003
Smith Barney April 1997 - December 1999
UBS Investment Bank June 1991 - March 1997
Skills
Equities, Capital Markets, Asset Managment, Fixed Income, Mergers, Derivatives, Investments, Risk Management, Finance, Investment Management, Management, Consulting, Portfolio Management, Emerging Markets, Asset Management, Trading, Mergers & Acquisitions, Options, Structured Finance, Wealth Management, Financial Services, Private Equity, Financial Risk, Strategy, Structured Products, Hedge Funds, Bloomberg, Financial Modeling, Funding, Corporate Finance, Due Diligence, Currency, Alternative Investments, Proprietary Trading, Investment Banking, Financial Markets, Securities, Financial Structuring, Valuation, Restructuring, Banking, Leveraged Finance, Financial Advisory, Start-ups, Acquisitions, Analysis
Education
Thunderbird School of Global Management 1990 — 1991
Master of Business Administration in International Management, Finance
The George Washington University - School of Business 1986 — 1989
Bachelor of Business Administration, International Business
Michael B. Rosen's UBS Investment Bank Experience August 2015 - Present
Job Corporate Access
Industry Financial Services
Experience
UBS Investment Bank August 2015 - Present
J.P. Morgan Asset Management April 2011 - August 2015
Morgan Joseph TriArtisan LLC October 2009 - April 2011
Fox School of Business at Temple University January 2009 - June 2009
Citigroup May 2004 - January 2009
Education
University of Michigan 2000 — 2004
Bachelor’s Degree, Political Science, Spanish
Temple University - Fox School of Business and Management 2006 — 2009
Master of Business Administration (M.B.A.), Finance
Spanish-American Institute - Seville, Spain 2003 — 2003
Credits toward B.A., Spanish
UBS Investment Bank August 2015 - Present
J.P. Morgan Asset Management April 2011 - August 2015
Morgan Joseph TriArtisan LLC October 2009 - April 2011
Fox School of Business at Temple University January 2009 - June 2009
Citigroup May 2004 - January 2009
Education
University of Michigan 2000 — 2004
Bachelor’s Degree, Political Science, Spanish
Temple University - Fox School of Business and Management 2006 — 2009
Master of Business Administration (M.B.A.), Finance
Spanish-American Institute - Seville, Spain 2003 — 2003
Credits toward B.A., Spanish
Katherine (Rossi) Dellolio Katherine (Rossi) Dellolio's UBS Investment Bank Experience June 2011 - August 2011
Job Senior Associate, Regulatory Risk Advisory at KPMG
Industry Financial Services
Experience
KPMG June 2014 - Present
Merrill Lynch March 2013 - May 2014
UBS June 2012 - March 2013
UBS November 2011 - June 2012
UBS Investment Bank June 2011 - August 2011
Reznick Group January 2011 - April 2011
National Guard Bureau June 2010 - September 2010
UBS Wealth Management September 2008 - May 2009
UBS Wealth Management June 2008 - August 2008
Skills
Auditing, Securities, Financial Analysis, Financial Reporting, Accounting, Access, Financial Accounting, Bloomberg, Wealth Management, Finance, Regulatory Capital, Regulatory Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
Master's Degree, Accounting
The George Washington University - School of Business 2007 — 2011
Bachelors, Accountancy
KPMG June 2014 - Present
Merrill Lynch March 2013 - May 2014
UBS June 2012 - March 2013
UBS November 2011 - June 2012
UBS Investment Bank June 2011 - August 2011
Reznick Group January 2011 - April 2011
National Guard Bureau June 2010 - September 2010
UBS Wealth Management September 2008 - May 2009
UBS Wealth Management June 2008 - August 2008
Skills
Auditing, Securities, Financial Analysis, Financial Reporting, Accounting, Access, Financial Accounting, Bloomberg, Wealth Management, Finance, Regulatory Capital, Regulatory Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
Master's Degree, Accounting
The George Washington University - School of Business 2007 — 2011
Bachelors, Accountancy
Lekha Ravi's UBS Investment Bank Experience June 2014 - August 2014
Job Private Banking Analyst at Citi
Industry Financial Services
Experience
Citi June 2015 - Present
UBS Investment Bank June 2014 - August 2014
Wells Fargo Securities June 2013 - August 2013
Wharton Gladden & Company October 2011 - December 2012
Her Campus January 2012 - May 2012
Hollister Co. December 2010 - January 2011
City Government of Greensboro July 2009 - August 2009
Skills
HTML, CSS, Java, Corporate Finance, Investments, Financial Modeling, Bloomberg, Teamwork, Financial Analysis, Data Analysis, Bloomberg Terminal, Banking, Market Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research
Education
UNC Kenan-Flagler Business School
Bachelor of Science, Corporate Finance, Investments
University of North Carolina at Chapel Hill
Bachelor of Science (B.S.), Bachelor of Arts (B.A.), Business Major, Economics Major, PPE (Philosophy, Politics, & Economics) Minor
The Chinese University of Hong Kong 2012 — 2012
International Finance, Marketing Management
Grimsley Senior High School 2007 — 2010
International Baccalaureate Diploma
Citi June 2015 - Present
UBS Investment Bank June 2014 - August 2014
Wells Fargo Securities June 2013 - August 2013
Wharton Gladden & Company October 2011 - December 2012
Her Campus January 2012 - May 2012
Hollister Co. December 2010 - January 2011
City Government of Greensboro July 2009 - August 2009
Skills
HTML, CSS, Java, Corporate Finance, Investments, Financial Modeling, Bloomberg, Teamwork, Financial Analysis, Data Analysis, Bloomberg Terminal, Banking, Market Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research
Education
UNC Kenan-Flagler Business School
Bachelor of Science, Corporate Finance, Investments
University of North Carolina at Chapel Hill
Bachelor of Science (B.S.), Bachelor of Arts (B.A.), Business Major, Economics Major, PPE (Philosophy, Politics, & Economics) Minor
The Chinese University of Hong Kong 2012 — 2012
International Finance, Marketing Management
Grimsley Senior High School 2007 — 2010
International Baccalaureate Diploma
Dean Pflug Dean Pflug's UBS Investment Bank Experience March 2015 - June 2015
Job Warehouse Lending Settlements Analyst at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank March 2015 - June 2015
Bank of America Merrill Lynch April 2014 - December 2014
JPMorgan Chase October 2011 - January 2014
JPMorgan September 2000 - June 2009
JPMorgan September 1994 - September 2000
Skills
Equities, Fixed Income, Collateral Management, Bonds, Securities Lending, Securities, Corporate Actions, Customer Service, Bloomberg, Financial Analysis, Middle Office, Research, SharePoint, Prime Brokerage, Banking, Cash, Stocks, MBS, Mortgage modifications, Customer relations, Reconciliations, DTC, Fixed Income Products, Accounts Receivable, Balance Sheet..., Warehouse Lending, Securitization, Fed Settlements
Education
Saint Peter's University 2011 — 2014
MBA, Finance
Temple University
Bachelors Degree
UBS Investment Bank March 2015 - June 2015
Bank of America Merrill Lynch April 2014 - December 2014
JPMorgan Chase October 2011 - January 2014
JPMorgan September 2000 - June 2009
JPMorgan September 1994 - September 2000
Skills
Equities, Fixed Income, Collateral Management, Bonds, Securities Lending, Securities, Corporate Actions, Customer Service, Bloomberg, Financial Analysis, Middle Office, Research, SharePoint, Prime Brokerage, Banking, Cash, Stocks, MBS, Mortgage modifications, Customer relations, Reconciliations, DTC, Fixed Income Products, Accounts Receivable, Balance Sheet..., Warehouse Lending, Securitization, Fed Settlements
Education
Saint Peter's University 2011 — 2014
MBA, Finance
Temple University
Bachelors Degree
Jennifer Covey Jennifer Covey's UBS Investment Bank Experience April 2015 - Present
Job Senior Advisor, A&D Advisory at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank April 2015 - Present
BMO Capital Markets March 2011 - March 2015
Netherland, Sewell & Associates, Inc. March 2006 - March 2011
Skills
ARIES, PHDWin
Education
University of Houston, C.T. Bauer College of Business 2003 — 2006
Master of Business Administration (M.B.A.)
Texas A&M University 1997 — 2002
Bachelor’s Degree, Industrial Engineering
UBS Investment Bank April 2015 - Present
BMO Capital Markets March 2011 - March 2015
Netherland, Sewell & Associates, Inc. March 2006 - March 2011
Skills
ARIES, PHDWin
Education
University of Houston, C.T. Bauer College of Business 2003 — 2006
Master of Business Administration (M.B.A.)
Texas A&M University 1997 — 2002
Bachelor’s Degree, Industrial Engineering
Raffi Bhardwaj Raffi Bhardwaj's UBS Investment Bank Experience February 2015 - Present
Job Equity Research Associate at UBS Investment Bank
Industry Research
Experience
UBS Investment Bank February 2015 - Present
GreatBridge Consulting October 2012 - January 2015
Sughrue Mion PLLC June 2011 - July 2012
Skills
Litigation Consulting, Financial Analysis, Financial Modeling, Intellectual Property..., Litigation Support, Intellectual Property, Equity Valuation, Financial Statement..., Statistical Data..., Data Analysis, Economics, Licensing, Valuation, Patent Litigation, PowerPoint, Microsoft Excel, Analysis, Microsoft Office, Public Speaking, Microsoft Word, Research, Finance, Equity Research, Investments, Equities, Capital Markets
Education
The George Washington University - School of Business 2008 — 2012
Bachelor's degree, Finance, General
UBS Investment Bank February 2015 - Present
GreatBridge Consulting October 2012 - January 2015
Sughrue Mion PLLC June 2011 - July 2012
Skills
Litigation Consulting, Financial Analysis, Financial Modeling, Intellectual Property..., Litigation Support, Intellectual Property, Equity Valuation, Financial Statement..., Statistical Data..., Data Analysis, Economics, Licensing, Valuation, Patent Litigation, PowerPoint, Microsoft Excel, Analysis, Microsoft Office, Public Speaking, Microsoft Word, Research, Finance, Equity Research, Investments, Equities, Capital Markets
Education
The George Washington University - School of Business 2008 — 2012
Bachelor's degree, Finance, General
Bryce Petersen Bryce Petersen's UBS Investment Bank Experience July 2014 - Present
Job
Industry Financial Services
Experience
UBS Investment Bank July 2014 - Present
Texas A&M Business Honors Program February 2012 - March 2014
UBS Investment Bank June 2013 - August 2013
U.S. House of Representatives July 2012 - August 2012
NL Ski May 2011 - August 2011
Education
Texas A&M University 2010 — 2014
BBA
Alamo Heights High School 2006 — 2010
UBS Investment Bank July 2014 - Present
Texas A&M Business Honors Program February 2012 - March 2014
UBS Investment Bank June 2013 - August 2013
U.S. House of Representatives July 2012 - August 2012
NL Ski May 2011 - August 2011
Education
Texas A&M University 2010 — 2014
BBA
Alamo Heights High School 2006 — 2010
Jon Fraade Jon Fraade's UBS Investment Bank Experience 2009 - 2011
Job Managing Director Client Portfolio Manager
Industry Financial Services
Experience
J.P. Morgan Asset Management 2011 - Present
UBS Investment Bank 2009 - 2011
AIG Financial Products 1996 - 2009
Bankers Trust Company 1984 - 1996
Ernst and Young 1980 - 1982
Skills
Portfolio Management, CRM, Sales, Investments, Commodity Markets, Management, Derivatives, Capital Markets, Institutional..., Fixed Income, Equities
Education
University of Virginia - Darden Graduate School of Business Administration 1982 — 1984
MBA, Finance
The George Washington University 1976 — 1980
BBA, Accounting
J.P. Morgan Asset Management 2011 - Present
UBS Investment Bank 2009 - 2011
AIG Financial Products 1996 - 2009
Bankers Trust Company 1984 - 1996
Ernst and Young 1980 - 1982
Skills
Portfolio Management, CRM, Sales, Investments, Commodity Markets, Management, Derivatives, Capital Markets, Institutional..., Fixed Income, Equities
Education
University of Virginia - Darden Graduate School of Business Administration 1982 — 1984
MBA, Finance
The George Washington University 1976 — 1980
BBA, Accounting
Christopher LoBello Christopher LoBello's UBS Investment Bank Experience July 2015 - Present
Job Investment Banking Analyst at UBS
Industry Financial Services
Experience
UBS Investment Bank July 2015 - Present
UBS Investment Bank June 2014 - August 2014
Johns Hopkins University Economics Department August 2013 - May 2014
UBS Investment Bank July 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Business Development, Strategy, Training, Management, Investment Banking, Data Analysis, Leadership, Economics, Teamwork
Education
The Johns Hopkins University 2011 — 2015
Bachelor of Arts (B.A.), Economics; Financial Economics, GPA: 3.61
Manhasset High School 2007 — 2011
HS Diploma, AP/Honors
UBS Investment Bank July 2015 - Present
UBS Investment Bank June 2014 - August 2014
Johns Hopkins University Economics Department August 2013 - May 2014
UBS Investment Bank July 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Business Development, Strategy, Training, Management, Investment Banking, Data Analysis, Leadership, Economics, Teamwork
Education
The Johns Hopkins University 2011 — 2015
Bachelor of Arts (B.A.), Economics; Financial Economics, GPA: 3.61
Manhasset High School 2007 — 2011
HS Diploma, AP/Honors
Lori Corenthal Lori Corenthal's UBS Investment Bank Experience May 2013 - Present
Job Executive Director, UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank May 2013 - Present
Bridgewater Associates, LP September 2010 - February 2013
UBS AG March 2005 - September 2010
Bear Stearns 1999 - 2005
Kings County District Attorneys Office August 1991 - March 1996
Education
The George Washington University Law School 1988 — 1991
University of California at Berkeley (CAL) 1983 — 1987
B.A., Social Science
UBS Investment Bank May 2013 - Present
Bridgewater Associates, LP September 2010 - February 2013
UBS AG March 2005 - September 2010
Bear Stearns 1999 - 2005
Kings County District Attorneys Office August 1991 - March 1996
Education
The George Washington University Law School 1988 — 1991
University of California at Berkeley (CAL) 1983 — 1987
B.A., Social Science
Danny Schnyder Danny Schnyder's UBS Investment Bank Experience 2001 - 2002
Job Sales & Marketing Expert | Government Affairs Expert | International Business Expert at CEMEX
Industry Construction
Experience
CEMEX USA, INC. 2014 - Present
CEMEX USA, INC. 2012 - 2014
CEMEX HEADQUARTERS 2007 - 2012
TT International 2006 - 2007
ITESM 2003 - 2006
Westin Hotels & Resorts January 2003 - August 2003
UBS Investment Bank 2001 - 2002
Skills
Networking, Enterprise Risk..., Commercial Intelligence, Team Management, Team Building, Risk Management, Process Improvement, Negotiation, Marketing Strategy, Management Consulting, Management, Government, Financial Analysis, Due Diligence, Change Management, Budgets, Business Process...
Education
Graduate School of Government and Political Transformation of Monterrey (ITESM) 2008 — 2010
Master's degree, Strategic Foresight
Tsinghua University 2006 — 2006
"Doing Business in China", Strategic Planning, Diploma
Technological University of Monterrey 2003 — 2007
Licentiate degree, International Relations and Affairs
Universität Basel 2000 — 2003
Bachelor of Science (BS), Political Communication
CEMEX USA, INC. 2014 - Present
CEMEX USA, INC. 2012 - 2014
CEMEX HEADQUARTERS 2007 - 2012
TT International 2006 - 2007
ITESM 2003 - 2006
Westin Hotels & Resorts January 2003 - August 2003
UBS Investment Bank 2001 - 2002
Skills
Networking, Enterprise Risk..., Commercial Intelligence, Team Management, Team Building, Risk Management, Process Improvement, Negotiation, Marketing Strategy, Management Consulting, Management, Government, Financial Analysis, Due Diligence, Change Management, Budgets, Business Process...
Education
Graduate School of Government and Political Transformation of Monterrey (ITESM) 2008 — 2010
Master's degree, Strategic Foresight
Tsinghua University 2006 — 2006
"Doing Business in China", Strategic Planning, Diploma
Technological University of Monterrey 2003 — 2007
Licentiate degree, International Relations and Affairs
Universität Basel 2000 — 2003
Bachelor of Science (BS), Political Communication
Nicholas Burgoyne Nicholas Burgoyne's UBS Investment Bank Experience March 2011 - Present
Job Executive Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank March 2011 - Present
JPMorgan November 2009 - March 2011
JPMorgan December 2001 - November 2009
Textera, Inc. April 2000 - December 2001
GE Capital June 1998 - April 2000
GE Capital September 1997 - June 1998
Skills
Change Management, Change Programmes, Business Process..., Leadership, Business Process..., Legal Entity..., FATCA, Mentoring, Asset Management, Prime Brokerage, Procurement
Education
Rotterdam School of Management 1992 — 1994
M.B.A.
Technical University Munich 1984 — 1991
Diplom-Ingenieur (M.Sc.), Aeronautical Engineering
UBS Investment Bank March 2011 - Present
JPMorgan November 2009 - March 2011
JPMorgan December 2001 - November 2009
Textera, Inc. April 2000 - December 2001
GE Capital June 1998 - April 2000
GE Capital September 1997 - June 1998
Skills
Change Management, Change Programmes, Business Process..., Leadership, Business Process..., Legal Entity..., FATCA, Mentoring, Asset Management, Prime Brokerage, Procurement
Education
Rotterdam School of Management 1992 — 1994
M.B.A.
Technical University Munich 1984 — 1991
Diplom-Ingenieur (M.Sc.), Aeronautical Engineering
Faige Levin Faige Levin's UBS Investment Bank Experience May 2000 - August 2003
Job Senior Ethics and Integrity Management Specialist at FDA
Industry Hospital & Health Care
Experience
FDA June 2015 - Present
athenahealth January 2015 - June 2015
United Healthcare December 2006 - December 2014
UnitedHealth Group March 2005 - November 2006
UBS Investment Bank May 2000 - August 2003
Skills
HIPAA, Provider Relations, Managed Care, Health Insurance, Medicare, Network Development, Visio, SharePoint, Medicaid, Vendor Management, Active Directory, Process Improvement, Healthcare Information..., Business Analysis, Healthcare, Project Management
Education
The George Washington University School of Medicine and Health Sciences 1998 — 2000
Masters Health Administration, Health Policy and Process Improvement
Touro College 1993 — 1996
Bachelor's degree, Business Administration and Management, General
FDA June 2015 - Present
athenahealth January 2015 - June 2015
United Healthcare December 2006 - December 2014
UnitedHealth Group March 2005 - November 2006
UBS Investment Bank May 2000 - August 2003
Skills
HIPAA, Provider Relations, Managed Care, Health Insurance, Medicare, Network Development, Visio, SharePoint, Medicaid, Vendor Management, Active Directory, Process Improvement, Healthcare Information..., Business Analysis, Healthcare, Project Management
Education
The George Washington University School of Medicine and Health Sciences 1998 — 2000
Masters Health Administration, Health Policy and Process Improvement
Touro College 1993 — 1996
Bachelor's degree, Business Administration and Management, General
Albert Comer Albert Comer's UBS Investment Bank Experience August 2007 - June 2008
Job Customer Services Professional
Industry Consumer Services
Experience
Self employed June 2008 - Present
UBS Investment Bank August 2007 - June 2008
Self Employed July 2006 - August 2007
Horace Greeley High School August 2005 - June 2006
Pinewood Marketing 2002 - 2005
Rhodes Restaurant January 2000 - January 2002
Rhodes Restaurant January 1998 - January 2000
The College of New Rochelle January 1996 - January 1998
Skills
Word, Excel, PowerPoint, Outlook, Inventory Management, Photoshop, Data Entry, Customer Relations, Data Management, Inventory Control, Administration, Mac OS X, Customer Service, Microsoft Excel, Microsoft Word, OS X, System Administration, Management, Marketing, Troubleshooting, Teamwork, Administrative..., Customer Satisfaction, Event Management, Project Management, Event Planning, Budgets, Training, Windows, Research, Sales, Time Management, Office Management, Team Building, Microsoft Office
Education
College of New Rochelle Graduate School 2004 — 2006
School Psychology
College of New Rochelle 1997 — 2001
B.A, Psychology
St. Helena's Business High School 1982 — 1986
High School, Business
P.S. 175
Self employed June 2008 - Present
UBS Investment Bank August 2007 - June 2008
Self Employed July 2006 - August 2007
Horace Greeley High School August 2005 - June 2006
Pinewood Marketing 2002 - 2005
Rhodes Restaurant January 2000 - January 2002
Rhodes Restaurant January 1998 - January 2000
The College of New Rochelle January 1996 - January 1998
Skills
Word, Excel, PowerPoint, Outlook, Inventory Management, Photoshop, Data Entry, Customer Relations, Data Management, Inventory Control, Administration, Mac OS X, Customer Service, Microsoft Excel, Microsoft Word, OS X, System Administration, Management, Marketing, Troubleshooting, Teamwork, Administrative..., Customer Satisfaction, Event Management, Project Management, Event Planning, Budgets, Training, Windows, Research, Sales, Time Management, Office Management, Team Building, Microsoft Office
Education
College of New Rochelle Graduate School 2004 — 2006
School Psychology
College of New Rochelle 1997 — 2001
B.A, Psychology
St. Helena's Business High School 1982 — 1986
High School, Business
P.S. 175
Joseph Quinn Joseph Quinn's UBS Investment Bank Experience June 2013 - August 2013
Job Investment Banking Associate at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC June 2014 - Present
UBS Investment Bank June 2013 - August 2013
The MayaTech Corporation March 2010 - July 2012
Kaplan Test Prep and Admissions August 2009 - June 2012
Metrica Inc October 2009 - March 2010
Covenant House Alaska June 2006 - August 2006
Skills
Data Analysis, Policy Analysis, Research, Investment Banking, Valuation, Corporate Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (M.B.A.), Corporate Finance
The Johns Hopkins University 2005 — 2009
B.A., political science
West High School
West High School
Jefferies LLC June 2014 - Present
UBS Investment Bank June 2013 - August 2013
The MayaTech Corporation March 2010 - July 2012
Kaplan Test Prep and Admissions August 2009 - June 2012
Metrica Inc October 2009 - March 2010
Covenant House Alaska June 2006 - August 2006
Skills
Data Analysis, Policy Analysis, Research, Investment Banking, Valuation, Corporate Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (M.B.A.), Corporate Finance
The Johns Hopkins University 2005 — 2009
B.A., political science
West High School
West High School
Donald Hooker, CFA Donald Hooker, CFA's UBS Investment Bank Experience 2000 - 2010
Job Senior Equity Analyst at KeyBanc Capital Markets
Industry Investment Management
Experience
KeyBanc Capital Markets 2013 - Present
Morgan Stanley 2010 - 2012
UBS Investment Bank 2000 - 2010
BNP Paribas 1998 - 2000
Copelco / American Healthfund 1996 - 1998
PNC 1995 - 1996
Skills
Equity Research Analysis, Credit Analysis, Equity Valuation, Investment Banking, Healthcare Industry, Chemical Industry, Asset Managment, Investments
Education
The College of Wooster
Bachelor of Arts (BA), Economics and Spanish
KeyBanc Capital Markets 2013 - Present
Morgan Stanley 2010 - 2012
UBS Investment Bank 2000 - 2010
BNP Paribas 1998 - 2000
Copelco / American Healthfund 1996 - 1998
PNC 1995 - 1996
Skills
Equity Research Analysis, Credit Analysis, Equity Valuation, Investment Banking, Healthcare Industry, Chemical Industry, Asset Managment, Investments
Education
The College of Wooster
Bachelor of Arts (BA), Economics and Spanish
Erik Hannah Erik Hannah's UBS Investment Bank Experience May 2011 - February 2015
Job Trading Assistant at Laurion Capital
Industry Financial Services
Experience
Laurion Capital March 2015 - Present
UBS Investment Bank May 2011 - February 2015
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
FX, Precious Metals, Macro, Money Market, Excel, Rates, NDF, Emerging Markets, FX Swaps, FX Derivatives, FX Options, Microsoft Excel, Trading, Structured Products, Bonds, Electronic Trading, Currency, Options, FX trading, Foreign Exchange, Fixed Income, Capital Markets, Swaps, Derivatives, Settlement, Middle Office, Proprietary Trading, Equities, Securities, Back Office, Valuation, Hedging, Bloomberg, Alternative Investments, Prime Brokerage, Interest Rate..., Asset Management, Market Data
Education
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration, International Business
Laurion Capital March 2015 - Present
UBS Investment Bank May 2011 - February 2015
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
FX, Precious Metals, Macro, Money Market, Excel, Rates, NDF, Emerging Markets, FX Swaps, FX Derivatives, FX Options, Microsoft Excel, Trading, Structured Products, Bonds, Electronic Trading, Currency, Options, FX trading, Foreign Exchange, Fixed Income, Capital Markets, Swaps, Derivatives, Settlement, Middle Office, Proprietary Trading, Equities, Securities, Back Office, Valuation, Hedging, Bloomberg, Alternative Investments, Prime Brokerage, Interest Rate..., Asset Management, Market Data
Education
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration, International Business
Anthony Carbone Anthony Carbone's UBS Investment Bank Experience June 2012 - August 2012
Job UBS
Industry Financial Services
Experience
UBS July 2014 - Present
Callaway Capital Management January 2014 - May 2014
American Enterprise Institute September 2013 - December 2013
Banco Itaú Chile June 2013 - August 2013
UBS Investment Bank June 2012 - August 2012
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2012 — 2014
Master of Arts (M.A.), International Economics
The Johns Hopkins University 2009 — 2013
Bachelor of Arts (B.A.), Economics and International Studies
UBS July 2014 - Present
Callaway Capital Management January 2014 - May 2014
American Enterprise Institute September 2013 - December 2013
Banco Itaú Chile June 2013 - August 2013
UBS Investment Bank June 2012 - August 2012
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2012 — 2014
Master of Arts (M.A.), International Economics
The Johns Hopkins University 2009 — 2013
Bachelor of Arts (B.A.), Economics and International Studies
Sameer Bhalla Sameer Bhalla's UBS Investment Bank Experience May 2008 - August 2008
Job cofounder at SwoopMe, Inc
Industry Internet
Experience
SwoopMe, Inc. September 2014 - Present
Technology Crossover Ventures 2011 - July 2014
Morgan Stanley July 2009 - July 2011
Hopkins Enterprises 2007 - 2009
UBS Investment Bank May 2008 - August 2008
Washington University in St. Louis 2006 - 2006
Skills
Mergers, Investments, IPO, Statistics, Economics, Private Equity, Financial Modeling, Investment Banking, Venture Capital, Valuation, Entrepreneurship, Due Diligence, LBO, Corporate Development, Portfolio Management, Business Strategy, Hedge Funds, Mergers & Acquisitions
Education
The Johns Hopkins University
B.S., Applied Mathematics & Statistics, Economics
John Burroughs
SwoopMe, Inc. September 2014 - Present
Technology Crossover Ventures 2011 - July 2014
Morgan Stanley July 2009 - July 2011
Hopkins Enterprises 2007 - 2009
UBS Investment Bank May 2008 - August 2008
Washington University in St. Louis 2006 - 2006
Skills
Mergers, Investments, IPO, Statistics, Economics, Private Equity, Financial Modeling, Investment Banking, Venture Capital, Valuation, Entrepreneurship, Due Diligence, LBO, Corporate Development, Portfolio Management, Business Strategy, Hedge Funds, Mergers & Acquisitions
Education
The Johns Hopkins University
B.S., Applied Mathematics & Statistics, Economics
John Burroughs
Anushveta Bhardwaj Anushveta Bhardwaj's UBS Investment Bank Experience January 2008 - January 2009
Job Data Analytics Manager/ Compliance Manager at Bell Associates
Industry Investment Banking
Experience
Bell Associates October 2014 - Present
UBS Investment Bank January 2008 - January 2009
UBS Investment Bank June 2007 - December 2007
Secure Meters Limited December 2004 - January 2006
Skills
MS Project, Requirements Analysis, Business Analysis, Requirements Gathering, PMO, Visio, Microsoft Project, Management, Project Management
Education
The Australian National University 2003 — 2003
Masters of Engineering, Engineering & Management
Vellore Institute of Technology 1998 — 2002
Bachelors of Engineering, Electronics & Communication
Bell Associates October 2014 - Present
UBS Investment Bank January 2008 - January 2009
UBS Investment Bank June 2007 - December 2007
Secure Meters Limited December 2004 - January 2006
Skills
MS Project, Requirements Analysis, Business Analysis, Requirements Gathering, PMO, Visio, Microsoft Project, Management, Project Management
Education
The Australian National University 2003 — 2003
Masters of Engineering, Engineering & Management
Vellore Institute of Technology 1998 — 2002
Bachelors of Engineering, Electronics & Communication
Noah Nadav Gringarten Noah Nadav Gringarten's UBS Investment Bank Experience June 2010 - August 2010
Job Vice President at Rothschild
Industry Investment Banking
Experience
Rothschild August 2011 - Present
UBS Investment Bank June 2010 - August 2010
HP Software 2006 - 2009
Comsec 2005 - 2006
Skills
Financial Modeling, Software Development, Valuation, Product Management, Mergers, Mergers & Acquisitions, Business Strategy, Due Diligence, Business Analysis, Investment Banking, Project Management, Competitive Analysis, Corporate Finance, Strategy, Start-ups, Management Consulting, Emerging Markets, Private Equity
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA, Accounting, Finance and Strategy
Tel Aviv University 2004 — 2007
Bsc, Economics, Computer Science
Rothschild August 2011 - Present
UBS Investment Bank June 2010 - August 2010
HP Software 2006 - 2009
Comsec 2005 - 2006
Skills
Financial Modeling, Software Development, Valuation, Product Management, Mergers, Mergers & Acquisitions, Business Strategy, Due Diligence, Business Analysis, Investment Banking, Project Management, Competitive Analysis, Corporate Finance, Strategy, Start-ups, Management Consulting, Emerging Markets, Private Equity
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA, Accounting, Finance and Strategy
Tel Aviv University 2004 — 2007
Bsc, Economics, Computer Science
Jason Tishler Jason Tishler's UBS Investment Bank Experience August 2012 - Present
Job Executive Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank August 2012 - Present
RBC Capital Markets October 2009 - August 2012
Nomura Securities International, Inc. June 2009 - October 2009
Merrill Lynch March 2004 - June 2009
Hewlett-Packard October 2001 - March 2004
Dot Hill Systems January 1996 - August 2001
AT&T Bell Laboratories June 1985 - January 1996
Education
University of California, Los Angeles 1986 — 1987
Master of Science, Electrical Engineering
The Johns Hopkins University 1981 — 1985
Bachelor of Science, Electrical Engineering
Norwalk High School 1977 — 1981
UBS Investment Bank August 2012 - Present
RBC Capital Markets October 2009 - August 2012
Nomura Securities International, Inc. June 2009 - October 2009
Merrill Lynch March 2004 - June 2009
Hewlett-Packard October 2001 - March 2004
Dot Hill Systems January 1996 - August 2001
AT&T Bell Laboratories June 1985 - January 1996
Education
University of California, Los Angeles 1986 — 1987
Master of Science, Electrical Engineering
The Johns Hopkins University 1981 — 1985
Bachelor of Science, Electrical Engineering
Norwalk High School 1977 — 1981
Erik Yohe Erik Yohe's UBS Investment Bank Experience August 2009 - June 2011
Job Senior Vice President, Corporate Development at Hilltop Holdings
Industry Financial Services
Experience
Hilltop Holdings March 2014 - Present
Hilltop Holdings July 2011 - March 2014
UBS Investment Bank August 2009 - June 2011
Luther King Capital Management August 2008 - May 2009
UBS Investment Bank June 2008 - August 2008
XTO Energy June 2007 - September 2007
Education
Texas Christian University 2005 — 2009
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
BBA, Finance, Accounting
Hilltop Holdings March 2014 - Present
Hilltop Holdings July 2011 - March 2014
UBS Investment Bank August 2009 - June 2011
Luther King Capital Management August 2008 - May 2009
UBS Investment Bank June 2008 - August 2008
XTO Energy June 2007 - September 2007
Education
Texas Christian University 2005 — 2009
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
BBA, Finance, Accounting
Kedar Gangopadhyay's UBS Investment Bank Experience June 2004 - August 2004
Job Principal at TSG Spectrum Capital Advisors, LLC
Industry Defense & Space
Experience
THE SPECTRUM GROUP October 2012 - Present
Morgan Joseph TriArtisan LLC April 2007 - September 2012
Yahoo! Inc. August 2005 - December 2006
UBS Investment Bank June 2004 - August 2004
ING Baring Furman Selz (ABN AMRO Incorporated) October 1999 - April 2003
First Union Capital Markets (Wells Fargo Securities) June 1998 - October 1999
Skills
Business Strategy, Corporate Finance, Valuation, Financial Analysis, Leveraged Finance, Senior Debt, Strategic Planning, Analysis, Business Analysis, Business Valuation, Competitive Analysis, Start-ups, Equities
Education
University of Virginia - Darden Graduate School of Business Administration 2003 — 2005
MBA
The George Washington University 1994 — 1998
Bachelor of Science
JP Stevens High School 1990 — 1994
THE SPECTRUM GROUP October 2012 - Present
Morgan Joseph TriArtisan LLC April 2007 - September 2012
Yahoo! Inc. August 2005 - December 2006
UBS Investment Bank June 2004 - August 2004
ING Baring Furman Selz (ABN AMRO Incorporated) October 1999 - April 2003
First Union Capital Markets (Wells Fargo Securities) June 1998 - October 1999
Skills
Business Strategy, Corporate Finance, Valuation, Financial Analysis, Leveraged Finance, Senior Debt, Strategic Planning, Analysis, Business Analysis, Business Valuation, Competitive Analysis, Start-ups, Equities
Education
University of Virginia - Darden Graduate School of Business Administration 2003 — 2005
MBA
The George Washington University 1994 — 1998
Bachelor of Science
JP Stevens High School 1990 — 1994
Amy Dobbis's UBS Investment Bank Experience March 2003 - June 2009
Job Software & Internet Research at Goldman Sachs (GIR)
Industry Banking
Experience
Goldman Sachs May 2011 - Present
ISI Group June 2009 - May 2011
UBS Investment Bank March 2003 - June 2009
Citigroup Equity Research June 2001 - March 2003
Citigroup Equity Research June 2000 - May 2001
Skills
Bloomberg, Equities, Vendor Management, Microsoft Excel, Market Research, PowerPoint
Education
The College of New Jersey 1996 — 2000
BS, Biology, Psychology (minor)
Goldman Sachs May 2011 - Present
ISI Group June 2009 - May 2011
UBS Investment Bank March 2003 - June 2009
Citigroup Equity Research June 2001 - March 2003
Citigroup Equity Research June 2000 - May 2001
Skills
Bloomberg, Equities, Vendor Management, Microsoft Excel, Market Research, PowerPoint
Education
The College of New Jersey 1996 — 2000
BS, Biology, Psychology (minor)
Jeffrey Maters's UBS Investment Bank Experience August 2006 - June 2008
Job Managing Director at Network Ventures
Industry Venture Capital & Private Equity
Experience
Network Ventures March 2015 - Present
Eved May 2014 - March 2015
Pritzker Group Venture Capital July 2008 - March 2015
Snapsheet Inc January 2012 - February 2013
SinglePlatform July 2011 - June 2012
UBS Investment Bank August 2006 - June 2008
BMV Capital July 2002 - May 2004
Lehman Brothers Communications Fund June 2000 - June 2002
Skills
Venture Capital, Mergers, Entrepreneurship, Private Equity, Management, E-commerce, Corporate Finance, Leadership, Investments, Strategy, Start-ups, Investment Banking, Business Development, Financial Modeling, Finance, Valuation, SaaS, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
MBA
The Johns Hopkins University 1996 — 2000
BS
Network Ventures March 2015 - Present
Eved May 2014 - March 2015
Pritzker Group Venture Capital July 2008 - March 2015
Snapsheet Inc January 2012 - February 2013
SinglePlatform July 2011 - June 2012
UBS Investment Bank August 2006 - June 2008
BMV Capital July 2002 - May 2004
Lehman Brothers Communications Fund June 2000 - June 2002
Skills
Venture Capital, Mergers, Entrepreneurship, Private Equity, Management, E-commerce, Corporate Finance, Leadership, Investments, Strategy, Start-ups, Investment Banking, Business Development, Financial Modeling, Finance, Valuation, SaaS, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
MBA
The Johns Hopkins University 1996 — 2000
BS
Y Xie's UBS Investment Bank Experience June 2004 - Present
Job Managing Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank June 2004 - Present
Nokia May 2000 - August 2000
Education
Texas A&M University
Ph.D
UBS Investment Bank June 2004 - Present
Nokia May 2000 - August 2000
Education
Texas A&M University
Ph.D
Steven Kerrigan's UBS Investment Bank Experience August 2006 - February 2009
Job Director, Business Development and Finance at The Berry Companies
Industry Oil & Energy
Experience
The Berry Companies March 2012 - Present
Spot Trading LLC July 2011 - March 2012
Scotia Capital April 2009 - May 2011
UBS Investment Bank August 2006 - February 2009
Skills
Energy Derivatives, Financial Modeling, Valuation, Commodity, Economics, Capital Markets, Emerging Markets, Trading, Corporate Finance, Fixed Income, Bloomberg, Equities, Strategy, Financial Markets, Project Management
Education
The Johns Hopkins University 2004 — 2006
M.A., International Finance, Latin America
The Johns Hopkins University 2001 — 2004
B.A., Economics, International Studies
The Berry Companies March 2012 - Present
Spot Trading LLC July 2011 - March 2012
Scotia Capital April 2009 - May 2011
UBS Investment Bank August 2006 - February 2009
Skills
Energy Derivatives, Financial Modeling, Valuation, Commodity, Economics, Capital Markets, Emerging Markets, Trading, Corporate Finance, Fixed Income, Bloomberg, Equities, Strategy, Financial Markets, Project Management
Education
The Johns Hopkins University 2004 — 2006
M.A., International Finance, Latin America
The Johns Hopkins University 2001 — 2004
B.A., Economics, International Studies
Eliott Lepofsky's UBS Investment Bank Experience August 2000 - June 2003
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2009 - Present
Turnstone Capital 2005 - 2009
Needham & Company, LLC April 2004 - April 2005
UBS Investment Bank August 2000 - June 2003
JP Morgan September 1995 - July 1998
Skills
Investment Banking, Financial Modeling, Valuation, Fixed Income, Private Equity, Hedge Funds, Capital Markets, Equities, Corporate Finance, Derivatives, Asset Management, Due Diligence, Alternative Investments, Investments, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration (MBA)
The Johns Hopkins University 1991 — 1995
Bachelor's degree
Belmont Hill School
J.P. Morgan 2009 - Present
Turnstone Capital 2005 - 2009
Needham & Company, LLC April 2004 - April 2005
UBS Investment Bank August 2000 - June 2003
JP Morgan September 1995 - July 1998
Skills
Investment Banking, Financial Modeling, Valuation, Fixed Income, Private Equity, Hedge Funds, Capital Markets, Equities, Corporate Finance, Derivatives, Asset Management, Due Diligence, Alternative Investments, Investments, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration (MBA)
The Johns Hopkins University 1991 — 1995
Bachelor's degree
Belmont Hill School
NISSIM COHEN's UBS Investment Bank Experience November 2014 - Present
Job UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank November 2014 - Present
Thomson Reuters 2014 - 2014
Citi 2011 - 2013
Citi 2006 - 2011
Citi 2005 - 2006
Knight Trading Group 2000 - 2005
Skills
Leadership, Hands-on leader, Teamwork, Can Do Approach, Team-oriented, Software Development, Software Project..., Project Management, GUI, Quality Assurance, Testing, Process Improvement, Agile Methodologies, SDLC, Integration, Options, Trading Systems, Exchange Connectivity, loyal, java, C++, C#, Project Managers, Project Manager..., User Interface Design, Requirements Analysis, Enterprise Architecture, Equity Derivatives, Trading, SOA, Electronic Trading, Unix, Java
Education
Tel Aviv University
Bachelor of Science (BSc), Mathematics and Computer Science
UBS Investment Bank November 2014 - Present
Thomson Reuters 2014 - 2014
Citi 2011 - 2013
Citi 2006 - 2011
Citi 2005 - 2006
Knight Trading Group 2000 - 2005
Skills
Leadership, Hands-on leader, Teamwork, Can Do Approach, Team-oriented, Software Development, Software Project..., Project Management, GUI, Quality Assurance, Testing, Process Improvement, Agile Methodologies, SDLC, Integration, Options, Trading Systems, Exchange Connectivity, loyal, java, C++, C#, Project Managers, Project Manager..., User Interface Design, Requirements Analysis, Enterprise Architecture, Equity Derivatives, Trading, SOA, Electronic Trading, Unix, Java
Education
Tel Aviv University
Bachelor of Science (BSc), Mathematics and Computer Science
Pawel Ciecwierz, MBA's UBS Investment Bank Experience February 2011 - November 2012
Job Cash Equity Client Service Manager / Project Management / Reference Data Manager
Industry Investment Banking
Experience
Bond New York April 2013 - Present
UBS Investment Bank February 2011 - November 2012
Morgan Stanley August 2007 - February 2011
Morgan Stanley June 2006 - September 2007
Morgan Stanley July 2004 - July 2006
Skills
Investment Banking, Equities, Fixed Income, Prime Brokerage, Capital Markets, Derivatives, Hedge Funds, Equity Derivatives, Credit Derivatives, Structured Products, Valuation, Electronic Trading, Trading Systems, Private Equity, Alternative Investments, Settlement, Securities, Finance, Asset Management, Portfolio Management, Financial Services, Trading, Banking, Real Estate, Investments
Education
The Johns Hopkins University - Carey Business School
MBA, Business Administration and Management, General
University of Maryland - Robert H. Smith School of Business
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bond New York April 2013 - Present
UBS Investment Bank February 2011 - November 2012
Morgan Stanley August 2007 - February 2011
Morgan Stanley June 2006 - September 2007
Morgan Stanley July 2004 - July 2006
Skills
Investment Banking, Equities, Fixed Income, Prime Brokerage, Capital Markets, Derivatives, Hedge Funds, Equity Derivatives, Credit Derivatives, Structured Products, Valuation, Electronic Trading, Trading Systems, Private Equity, Alternative Investments, Settlement, Securities, Finance, Asset Management, Portfolio Management, Financial Services, Trading, Banking, Real Estate, Investments
Education
The Johns Hopkins University - Carey Business School
MBA, Business Administration and Management, General
University of Maryland - Robert H. Smith School of Business
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Lawrence Frantz's UBS Investment Bank Experience 2007 - Present
Job UBS Portfolio Trading Sales
Industry Financial Services
Experience
UBS Investment Bank 2007 - Present
Credit Suisse 2004 - 2007
Morgan Stanley 2000 - 2004
Prudential Securities 1998 - 2000
Education
Washington University in St. Louis - Olin Business School 1987 — 1989
MBA
The George Washington University 1984 — 1987
BA
UBS Investment Bank 2007 - Present
Credit Suisse 2004 - 2007
Morgan Stanley 2000 - 2004
Prudential Securities 1998 - 2000
Education
Washington University in St. Louis - Olin Business School 1987 — 1989
MBA
The George Washington University 1984 — 1987
BA
Stephen Cropper's UBS Investment Bank Experience 2010 - 2011
Job TRADER / PORTFOLIO MANAGER
Industry Investment Management
Experience
DRW Trading Group July 2012 - Present
ACG LLC 2011 - Present
UBS Investment Bank 2010 - 2011
Barclays Capital 2008 - 2009
Merrill Lynch 2005 - 2008
Education
Jesuit High School of New Orleans
Ole Miss
The George Washington University
DRW Trading Group July 2012 - Present
ACG LLC 2011 - Present
UBS Investment Bank 2010 - 2011
Barclays Capital 2008 - 2009
Merrill Lynch 2005 - 2008
Education
Jesuit High School of New Orleans
Ole Miss
The George Washington University
Michael Didovic's UBS Investment Bank Experience July 2009 - June 2010
Job Compliance Technology Executive, Bank of America
Industry Financial Services
Experience
Bank of America April 2014 - Present
Bank of America July 2010 - Present
UBS Investment Bank July 2009 - June 2010
UBS AG May 2008 - July 2009
Skills
Program Management, Project Management, Business Analysis, Financial Services, PMO, Risk Management, Investment Banking, Change Management, Fixed Income, Agile Project Management, Agile Methodologies, Requirements Analysis, Software Project..., Compliance, Regulatory Requirements, Regulatory Submissions, AML, Banking, Equities, Capital Markets, Derivatives, Securities, Strategy
Education
The George Washington University - School of Business 1997 — 2000
Master of Business Administration (MBA), International Finance
UC Berkeley 1988 — 1992
BA, English Language and Literature/Letters
Bank of America April 2014 - Present
Bank of America July 2010 - Present
UBS Investment Bank July 2009 - June 2010
UBS AG May 2008 - July 2009
Skills
Program Management, Project Management, Business Analysis, Financial Services, PMO, Risk Management, Investment Banking, Change Management, Fixed Income, Agile Project Management, Agile Methodologies, Requirements Analysis, Software Project..., Compliance, Regulatory Requirements, Regulatory Submissions, AML, Banking, Equities, Capital Markets, Derivatives, Securities, Strategy
Education
The George Washington University - School of Business 1997 — 2000
Master of Business Administration (MBA), International Finance
UC Berkeley 1988 — 1992
BA, English Language and Literature/Letters
Jason Arboreen's UBS Investment Bank Experience February 2006 - February 2009
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2012 - Present
UBS March 2009 - July 2012
UBS Investment Bank February 2006 - February 2009
Goldman Sachs 2000 - 2006
Skills
Prime Brokerage, Series 7, Hedge Funds, Series 63, Alternative Investments, Derivatives, Bonds, Fund Administration, Options, Operational Risk, Risk, Change Management
Education
The College of New Jersey 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
JPMorgan Chase July 2012 - Present
UBS March 2009 - July 2012
UBS Investment Bank February 2006 - February 2009
Goldman Sachs 2000 - 2006
Skills
Prime Brokerage, Series 7, Hedge Funds, Series 63, Alternative Investments, Derivatives, Bonds, Fund Administration, Options, Operational Risk, Risk, Change Management
Education
The College of New Jersey 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
marc baumslag's UBS Investment Bank Experience 2008 - Present
Job Managing Director at UBS
Industry Financial Services
Experience
UBS Investment Bank 2008 - Present
Merrill Lynch 1999 - 2008
Education
The Graduate Center, City University of New York
PhD, Computer Science
University of Cape Town
BSc (Honours), Mathematics
UBS Investment Bank 2008 - Present
Merrill Lynch 1999 - 2008
Education
The Graduate Center, City University of New York
PhD, Computer Science
University of Cape Town
BSc (Honours), Mathematics
Cindy Lucien's UBS Investment Bank Experience November 2006 - February 2007
Job Role Coordinator at Nestle Waters
Industry Food Production
Experience
Nestle Waters March 2007 - Present
Nestle Waters North America 2007 - Present
UBS Investment Bank November 2006 - February 2007
UBS Investment Bank June 2006 - November 2006
UBS Investment Bank 2004 - 2004
Skills
SAP, SAP R/3, Business Intelligence, Supply Chain, SAP Implementation, Business Process
Education
Temple University 2002 — 2006
Nestle Waters March 2007 - Present
Nestle Waters North America 2007 - Present
UBS Investment Bank November 2006 - February 2007
UBS Investment Bank June 2006 - November 2006
UBS Investment Bank 2004 - 2004
Skills
SAP, SAP R/3, Business Intelligence, Supply Chain, SAP Implementation, Business Process
Education
Temple University 2002 — 2006
Matt Sass's UBS Investment Bank Experience June 2009 - August 2009
Job Associate at HealthCare Royalty Partners
Industry Venture Capital & Private Equity
Experience
HealthCare Royalty Partners January 2015 - Present
Stone Point Capital August 2012 - January 2015
J.P. Morgan June 2010 - June 2012
UBS Investment Bank June 2009 - August 2009
Education
The College of William and Mary 2006 — 2010
BBA, BS, Finance, Neuroscience, Summa Cum Laude
The College of William and Mary - The Mason School of Business 2006 — 2010
HealthCare Royalty Partners January 2015 - Present
Stone Point Capital August 2012 - January 2015
J.P. Morgan June 2010 - June 2012
UBS Investment Bank June 2009 - August 2009
Education
The College of William and Mary 2006 — 2010
BBA, BS, Finance, Neuroscience, Summa Cum Laude
The College of William and Mary - The Mason School of Business 2006 — 2010
Peter Forlenza's UBS Investment Bank Experience December 2011 - March 2013
Job head of equities for the america's at UBS Investment Bank
Industry Financial Services
Experience
Jefferies June 2013 - Present
UBS Investment Bank December 2011 - March 2013
MF Global October 2009 - October 2011
Outpost Investment Group December 2007 - September 2009
Banc of America Securities 2002 - 2007
Bank of America 2002 - 2007
Salomon Brothers 1988 - 2002
Citi 1988 - 2002
Salomon Smith Barney 1988 - 2002
Citigroup 1988 - 2002
Education
The Catholic University of America 1984 — 1988
Jefferies June 2013 - Present
UBS Investment Bank December 2011 - March 2013
MF Global October 2009 - October 2011
Outpost Investment Group December 2007 - September 2009
Banc of America Securities 2002 - 2007
Bank of America 2002 - 2007
Salomon Brothers 1988 - 2002
Citi 1988 - 2002
Salomon Smith Barney 1988 - 2002
Citigroup 1988 - 2002
Education
The Catholic University of America 1984 — 1988
Chris Behney's UBS Investment Bank Experience 2002 - June 2005
Job Managing Director at DTCC
Industry Information Technology and Services
Experience
DTCC October 2012 - Present
UBS June 2005 - October 2012
UBS Investment Bank 2002 - June 2005
Enron 1995 - 2002
Enron 1995 - 2002
Skills
Vendor Management, IT Strategy, Management, IT Service Management, Infrastructure, Agile Methodologies, IT Management, Program Management, Strategy, Data Center, Leadership, Networking, ITIL, Servers, Disaster Recovery, Risk Management, Security, Business Analysis, Enterprise Architecture, Equities, Outsourcing, Storage Optimization, Messaging, Operations Management
Education
The Citadel 1989 — 1993
BS, Computer Science
DTCC October 2012 - Present
UBS June 2005 - October 2012
UBS Investment Bank 2002 - June 2005
Enron 1995 - 2002
Enron 1995 - 2002
Skills
Vendor Management, IT Strategy, Management, IT Service Management, Infrastructure, Agile Methodologies, IT Management, Program Management, Strategy, Data Center, Leadership, Networking, ITIL, Servers, Disaster Recovery, Risk Management, Security, Business Analysis, Enterprise Architecture, Equities, Outsourcing, Storage Optimization, Messaging, Operations Management
Education
The Citadel 1989 — 1993
BS, Computer Science
Martha Ben-Michael's UBS Investment Bank Experience 2002 - 2009
Job Quantitative software development
Industry Financial Services
Experience
Variance Solutions, LLC 2009 - Present
UBS Investment Bank 2002 - 2009
Merrill Lynch 2000 - 2001
Lehman Brothers 1994 - 2000
Skills
Options, Risk Systems, Java, SQL, R, Software Product..., Market Risk, Derivatives, Quantitative Finance, Software Development, Trading Strategies
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA
Technion - Israel Institute of Technology 1984 — 1988
B.S., Computer Science
Variance Solutions, LLC 2009 - Present
UBS Investment Bank 2002 - 2009
Merrill Lynch 2000 - 2001
Lehman Brothers 1994 - 2000
Skills
Options, Risk Systems, Java, SQL, R, Software Product..., Market Risk, Derivatives, Quantitative Finance, Software Development, Trading Strategies
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA
Technion - Israel Institute of Technology 1984 — 1988
B.S., Computer Science
Courtney Campbell's UBS Investment Bank Experience July 2007 - June 2011
Job Director in Synthetic Products and Securities Lending at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2010 - Present
UBS Investment Bank July 2007 - June 2011
Credit Suisse December 2001 - July 2007
Pershing July 2000 - December 2001
Skills
Prime Brokerage, Securities Lending, Swaps, Equities, Hedge Funds, Equity Derivatives, Series 7, Series 63
Education
The Catholic University of America 1996 — 2000
BA, Finance
Merrill Lynch June 2010 - Present
UBS Investment Bank July 2007 - June 2011
Credit Suisse December 2001 - July 2007
Pershing July 2000 - December 2001
Skills
Prime Brokerage, Securities Lending, Swaps, Equities, Hedge Funds, Equity Derivatives, Series 7, Series 63
Education
The Catholic University of America 1996 — 2000
BA, Finance
Reginald Fernandez's UBS Investment Bank Experience 1996 - 2007
Job Capital Markets Professional
Industry Capital Markets
Experience
Canaccord Genuity Inc. January 2014 - Present
KGS-Alpha Capital Markets, L.P. December 2010 - December 2013
Mashreqbank 2008 - 2009
Deutsche Bank 2007 - 2008
UBS Investment Bank 1996 - 2007
Education
New York University - Leonard N. Stern School of Business
Finance
The College of Wooster
Economics & Mathematics
Canaccord Genuity Inc. January 2014 - Present
KGS-Alpha Capital Markets, L.P. December 2010 - December 2013
Mashreqbank 2008 - 2009
Deutsche Bank 2007 - 2008
UBS Investment Bank 1996 - 2007
Education
New York University - Leonard N. Stern School of Business
Finance
The College of Wooster
Economics & Mathematics
Patrick Gomez's UBS Investment Bank Experience October 2006 - April 2009
Job Software Developer at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase April 2012 - Present
Scotia Capital May 2009 - March 2012
UBS Investment Bank October 2006 - April 2009
Aegis Mortgage March 2005 - October 2006
Personix February 2003 - March 2005
Caminus August 2002 - January 2003
Koch Investment Group 2001 - 2002
Compaq January 1999 - July 2001
Skills
Microsoft SQL Server, Commodity Markets, WCF, C#, Software Development, .NET
Education
Texas A&M University 1996 — 2000
BS, Computer Science
JPMorgan Chase April 2012 - Present
Scotia Capital May 2009 - March 2012
UBS Investment Bank October 2006 - April 2009
Aegis Mortgage March 2005 - October 2006
Personix February 2003 - March 2005
Caminus August 2002 - January 2003
Koch Investment Group 2001 - 2002
Compaq January 1999 - July 2001
Skills
Microsoft SQL Server, Commodity Markets, WCF, C#, Software Development, .NET
Education
Texas A&M University 1996 — 2000
BS, Computer Science
Pam Clayton's UBS Investment Bank Experience February 2007 - June 2008
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wachovia Securities September 2008 - January 2015
UBS Investment Bank February 2007 - June 2008
UBS 2007 - 2008
Fitch Ratings February 2000 - February 2007
University of Texas System June 1982 - February 2000
University of Texas 1982 - 2000
Skills
Fixed Income, Management, Capital Markets, Securities, Financial Modeling, Investments, Finance, Credit Analysis, Investment Banking, Bonds, Bloomberg, Asset Management
Education
Texas State University 1986 — 1988
MBA, Business
The University of Texas at Austin 1979 — 1981
BBA, Business - Finance
Wachovia Securities September 2008 - January 2015
UBS Investment Bank February 2007 - June 2008
UBS 2007 - 2008
Fitch Ratings February 2000 - February 2007
University of Texas System June 1982 - February 2000
University of Texas 1982 - 2000
Skills
Fixed Income, Management, Capital Markets, Securities, Financial Modeling, Investments, Finance, Credit Analysis, Investment Banking, Bonds, Bloomberg, Asset Management
Education
Texas State University 1986 — 1988
MBA, Business
The University of Texas at Austin 1979 — 1981
BBA, Business - Finance
Craig Avallone's UBS Investment Bank Experience February 2004 - November 2012
Job Vice President at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas January 2013 - Present
UBS Investment Bank February 2004 - November 2012
Skills
Capital Markets, Structured Products, Bloomberg, Trading Systems, Financial Markets, Commercial Mortgages, Residential Mortgages, Mortgage Lending, MBS, Series 63
Education
The Catholic University of America 1999 — 2003
B.A.
BNP Paribas January 2013 - Present
UBS Investment Bank February 2004 - November 2012
Skills
Capital Markets, Structured Products, Bloomberg, Trading Systems, Financial Markets, Commercial Mortgages, Residential Mortgages, Mortgage Lending, MBS, Series 63
Education
The Catholic University of America 1999 — 2003
B.A.
Bari Levine's UBS Investment Bank Experience August 2009 - August 2010
Job DMD/MPH Candidate at Temple University Kornberg School of Dentistry
Industry Environmental Services
Experience
Temple University Kornberg School of Dentistry August 2012 - Present
Kornberg School of Dentistry, Temple University February 2012 - August 2012
TerraCycle January 2011 - February 2012
UBS Investment Bank August 2009 - August 2010
Village Corps July 2009 - August 2010
Strategic Sustainability Consulting January 2009 - June 2009
Greentrack Strategies June 2008 - December 2008
Center for Integrative Environmental Research June 2007 - December 2007
Education
Temple University - Kornberg School of Dentistry 2012 — 2016
Dentistry
Temple University School of Public Health 2011 — 2016
DMD/MPH, Public Health
University of Maryland College Park 2005 — 2009
Cum Laude, Environmental Science and Policy, Concentration in Global Environmental Change
Temple University Kornberg School of Dentistry August 2012 - Present
Kornberg School of Dentistry, Temple University February 2012 - August 2012
TerraCycle January 2011 - February 2012
UBS Investment Bank August 2009 - August 2010
Village Corps July 2009 - August 2010
Strategic Sustainability Consulting January 2009 - June 2009
Greentrack Strategies June 2008 - December 2008
Center for Integrative Environmental Research June 2007 - December 2007
Education
Temple University - Kornberg School of Dentistry 2012 — 2016
Dentistry
Temple University School of Public Health 2011 — 2016
DMD/MPH, Public Health
University of Maryland College Park 2005 — 2009
Cum Laude, Environmental Science and Policy, Concentration in Global Environmental Change
Sheba Mack's UBS Investment Bank Experience May 2000 - December 2001
Job Risk Mangement at The Depository Trust & Clearing Corporation
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation August 2015 - Present
The Depository Trust & Clearing Corporation January 2014 - Present
BNY Mellon April 2011 - January 2014
AIG December 2009 - April 2011
UBS Wealth Management December 2006 - April 2009
HealthMarket June 2003 - December 2006
Citigroup June 2002 - June 2003
UBS Investment Bank May 2000 - December 2001
Bank Austria Creditanstalt d.d. Ljubljana 1999 - 2000
Skills
Derivatives, Financial Risk, Credit Risk, Project Management, Microsoft Excel, Ad Hoc Reporting, CFTC, Dodd-Frank, Reporting, Process Improvement, Policies & Procedures..., FpML, Repository, Health Insurance, Collateral, Collateral Management, Credit Monitoring, Financial Services, Middle Office, Underwriting, Time Management, Risk Management, Equities, Credit, Business Analysis, Analysis, Financial Analysis, Portfolio Management, Hedge Funds, Loans, Finance, Trading, Options, Settlement, Access, Accounting, Fixed Income, Software Documentation, Insurance, Bonds, FX Options, Account Reconciliation, Bloomberg, Financial Modeling, Banking
Education
College of New Rochelle
Bachelors of Science
The Depository Trust & Clearing Corporation August 2015 - Present
The Depository Trust & Clearing Corporation January 2014 - Present
BNY Mellon April 2011 - January 2014
AIG December 2009 - April 2011
UBS Wealth Management December 2006 - April 2009
HealthMarket June 2003 - December 2006
Citigroup June 2002 - June 2003
UBS Investment Bank May 2000 - December 2001
Bank Austria Creditanstalt d.d. Ljubljana 1999 - 2000
Skills
Derivatives, Financial Risk, Credit Risk, Project Management, Microsoft Excel, Ad Hoc Reporting, CFTC, Dodd-Frank, Reporting, Process Improvement, Policies & Procedures..., FpML, Repository, Health Insurance, Collateral, Collateral Management, Credit Monitoring, Financial Services, Middle Office, Underwriting, Time Management, Risk Management, Equities, Credit, Business Analysis, Analysis, Financial Analysis, Portfolio Management, Hedge Funds, Loans, Finance, Trading, Options, Settlement, Access, Accounting, Fixed Income, Software Documentation, Insurance, Bonds, FX Options, Account Reconciliation, Bloomberg, Financial Modeling, Banking
Education
College of New Rochelle
Bachelors of Science
Alexandar Borissov's UBS Investment Bank Experience April 2006 - March 2013
Job Senior Software Engineer Data Team at Prediction Company, a Millennium Platform company
Industry Investment Banking
Experience
Millennium Partners March 2013 - Present
UBS Investment Bank April 2006 - March 2013
Cintra Software and Services May 1999 - April 2006
GlobulCom October 1998 - May 1999
BioTeam Software April 1996 - October 1998
Fadata Ltd. May 1994 - April 1996
Skills
Performance Tuning, Solaris, Unix Shell Scripting, Red Hat Linux, Data Modeling, Shell Scripting, Data Warehousing, Database Design, ETL, Clustering, Oracle SQL, High Availability, Data Mining, Oracle
Education
Technical University Sofia
BS, Computer Science
Millennium Partners March 2013 - Present
UBS Investment Bank April 2006 - March 2013
Cintra Software and Services May 1999 - April 2006
GlobulCom October 1998 - May 1999
BioTeam Software April 1996 - October 1998
Fadata Ltd. May 1994 - April 1996
Skills
Performance Tuning, Solaris, Unix Shell Scripting, Red Hat Linux, Data Modeling, Shell Scripting, Data Warehousing, Database Design, ETL, Clustering, Oracle SQL, High Availability, Data Mining, Oracle
Education
Technical University Sofia
BS, Computer Science
Jay Remis's UBS Investment Bank Experience July 2012 - July 2015
Job Managing Director at PriceWaterhouseCoopers
Industry Financial Services
Experience
PricewaterhouseCoopers August 2015 - Present
UBS Investment Bank July 2012 - July 2015
Madison Place Partners February 2009 - August 2012
Ally Financial Inc. 2009 - 2010
Hudson Advisors, LLC (Lone Star Funds) June 2008 - March 2009
Bear Stearns June 2000 - June 2008
ContiFinancial Corporation April 1996 - June 2000
GE Capital January 1992 - April 1996
Financial Guaranty Insurance Corporation January 1992 - April 1996
Skills
Strategy, Structured Finance, Strategic Planning, Securitization, Securities, Restructuring, Real Estate Financing, Private Equity, Portfolio Management, Mortgage Lending, Mergers, Mergers, Management, Loans, Loan Servicing, Loan Origination, Leadership, Investments, Investment Banking, Hedge Funds, Financial Services, Executive Management, Equities, Entrepreneurship, Due Diligence, Corporate Finance, Capital Markets, Business Strategy, Business Process..., Business Development, Bankruptcy, Banking, Asset Management
Education
University of Chicago Law School 1981 — 1984
J.D., Law
The Johns Hopkins University 1977 — 1980
B.A., History
PricewaterhouseCoopers August 2015 - Present
UBS Investment Bank July 2012 - July 2015
Madison Place Partners February 2009 - August 2012
Ally Financial Inc. 2009 - 2010
Hudson Advisors, LLC (Lone Star Funds) June 2008 - March 2009
Bear Stearns June 2000 - June 2008
ContiFinancial Corporation April 1996 - June 2000
GE Capital January 1992 - April 1996
Financial Guaranty Insurance Corporation January 1992 - April 1996
Skills
Strategy, Structured Finance, Strategic Planning, Securitization, Securities, Restructuring, Real Estate Financing, Private Equity, Portfolio Management, Mortgage Lending, Mergers, Mergers, Management, Loans, Loan Servicing, Loan Origination, Leadership, Investments, Investment Banking, Hedge Funds, Financial Services, Executive Management, Equities, Entrepreneurship, Due Diligence, Corporate Finance, Capital Markets, Business Strategy, Business Process..., Business Development, Bankruptcy, Banking, Asset Management
Education
University of Chicago Law School 1981 — 1984
J.D., Law
The Johns Hopkins University 1977 — 1980
B.A., History
Andres Siman's UBS Investment Bank Experience July 2011 - September 2012
Job Analyst at JPMorgan Private Bank
Industry Investment Management
Experience
JPMorgan - Private Bank September 2012 - Present
UBS Investment Bank July 2011 - September 2012
Luther King Capital Management August 2010 - May 2011
Citibank May 2009 - July 2009
Skills
Valuation, Industry Research, Investment Banking, Deal Execution, Bloomberg, Team Leadership, Reliability, Public Speaking, Academic Achievement, Mergers & Acquisitions, LBO, Microsoft Office
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2011
BA, Finance
JPMorgan - Private Bank September 2012 - Present
UBS Investment Bank July 2011 - September 2012
Luther King Capital Management August 2010 - May 2011
Citibank May 2009 - July 2009
Skills
Valuation, Industry Research, Investment Banking, Deal Execution, Bloomberg, Team Leadership, Reliability, Public Speaking, Academic Achievement, Mergers & Acquisitions, LBO, Microsoft Office
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2011
BA, Finance
Manfred Reichl's UBS Investment Bank Experience 2007 - 2012
Job Investor, Board Member, Senior Adviser, Lecturer
Industry Venture Capital & Private Equity
Experience
Apeiron Biologics AG 2007 - Present
Akron Molecules GmbH March 2010 - Present
Hoerbiger AG 2010 - Present
Wirtschaftsuniversität Wien 2008 - Present
MR Advisory & Investments GmbH 2007 - Present
UBS Investment Bank 2007 - 2012
World Economic Forum January 2007 - March 2010
Roland Berger Strategy Consultants May 1992 - June 2007
Roland Berger Strategy Consultants July 1987 - June 2007
Hewlett Packard June 1984 - June 1987
Skills
Management Consulting, Cleantech, Private Equity, Acquisition Integration, Organizational Design, Venture Capital, Business Modeling, Corporate Finance, Due Diligence, Mergers, Valuation, Business Strategy, Facilitation for CEOs, Strategic consulting, Board Membership
Education
Stanford University and Massachussetts Institute of Technology 1982 — 1982
Thesis
Universität Graz 1976 — 1982
Dr. jur.
Technische Universität Graz 1972 — 1977
Dipl.-Ing., Dr. techn., Wirtschaftsingenieur, 1
Musisches Gymnasium Salzburg 1963 — 1971
Matura, 1
Apeiron Biologics AG 2007 - Present
Akron Molecules GmbH March 2010 - Present
Hoerbiger AG 2010 - Present
Wirtschaftsuniversität Wien 2008 - Present
MR Advisory & Investments GmbH 2007 - Present
UBS Investment Bank 2007 - 2012
World Economic Forum January 2007 - March 2010
Roland Berger Strategy Consultants May 1992 - June 2007
Roland Berger Strategy Consultants July 1987 - June 2007
Hewlett Packard June 1984 - June 1987
Skills
Management Consulting, Cleantech, Private Equity, Acquisition Integration, Organizational Design, Venture Capital, Business Modeling, Corporate Finance, Due Diligence, Mergers, Valuation, Business Strategy, Facilitation for CEOs, Strategic consulting, Board Membership
Education
Stanford University and Massachussetts Institute of Technology 1982 — 1982
Thesis
Universität Graz 1976 — 1982
Dr. jur.
Technische Universität Graz 1972 — 1977
Dipl.-Ing., Dr. techn., Wirtschaftsingenieur, 1
Musisches Gymnasium Salzburg 1963 — 1971
Matura, 1
Paul Corey's UBS Investment Bank Experience October 2005 - June 2008
Job Financial Services Professional
Industry Human Resources
Experience
Mount Kellett Capital Management August 2009 - January 2015
Plainfield Asset Management June 2008 - June 2009
UBS Investment Bank October 2005 - June 2008
IBM February 2003 - September 2005
New York Division of Housing August 2001 - August 2002
Dembo, Freedman & Shutt, CPAs August 1999 - July 2000
Skills
Accounting, Auditing, Valuation, Finance, Fund Accounting, Hedge Funds, Private Equity, Financial Analysis, Analysis, Corporate Finance
Education
The College of Saint Rose 1997 — 1999
BS, Accounting and Finance
Mount Kellett Capital Management August 2009 - January 2015
Plainfield Asset Management June 2008 - June 2009
UBS Investment Bank October 2005 - June 2008
IBM February 2003 - September 2005
New York Division of Housing August 2001 - August 2002
Dembo, Freedman & Shutt, CPAs August 1999 - July 2000
Skills
Accounting, Auditing, Valuation, Finance, Fund Accounting, Hedge Funds, Private Equity, Financial Analysis, Analysis, Corporate Finance
Education
The College of Saint Rose 1997 — 1999
BS, Accounting and Finance
Jerry Kao's UBS Investment Bank Experience June 2014 - Present
Job Equity Derivatives Trader at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank June 2014 - Present
Deutsche Bank April 2007 - Present
Tremblant Capital November 2005 - September 2006
Merrill Lynch January 2004 - October 2005
Skills
Equity Derivatives, Options, Volatility, Hedge Funds, CDO, Trading Systems, Equities, Derivatives, Fixed Income, Electronic Trading, Capital Markets, Bloomberg
Education
The Cooper Union for the Advancement of Science and Art 2000 — 2004
Electrical Engineering
UBS Investment Bank June 2014 - Present
Deutsche Bank April 2007 - Present
Tremblant Capital November 2005 - September 2006
Merrill Lynch January 2004 - October 2005
Skills
Equity Derivatives, Options, Volatility, Hedge Funds, CDO, Trading Systems, Equities, Derivatives, Fixed Income, Electronic Trading, Capital Markets, Bloomberg
Education
The Cooper Union for the Advancement of Science and Art 2000 — 2004
Electrical Engineering
James Hwang's UBS Investment Bank Experience January 2010 - January 2013
Job Senior Associate at Guggenheim Securities
Industry Investment Banking
Experience
Guggenheim Securities July 2014 - Present
Deutsche Bank July 2013 - July 2014
The GreensLedge Group February 2013 - July 2013
UBS Investment Bank January 2010 - January 2013
PricewaterhouseCoopers September 2008 - January 2010
Education
The George Washington University 2004 — 2008
Bachelor of Science (BS), Accounting
Guggenheim Securities July 2014 - Present
Deutsche Bank July 2013 - July 2014
The GreensLedge Group February 2013 - July 2013
UBS Investment Bank January 2010 - January 2013
PricewaterhouseCoopers September 2008 - January 2010
Education
The George Washington University 2004 — 2008
Bachelor of Science (BS), Accounting
Alan Alanis's UBS Investment Bank Experience May 2014 - Present
Job Strategist at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank May 2014 - Present
J.P. Morgan August 2007 - April 2014
Coca-Cola FEMSA April 2006 - July 2007
FEMSA 2002 - 2006
Vision Consulting 1998 - 2002
Banamex 1993 - 1997
Skills
Equities, Hedge Funds, Capital Markets, Investment Banking, Emerging Markets, Fixed Income, Valuation, Bloomberg, Investments, Financial Modeling, Asset Management, Portfolio Management, Derivatives, Alternative Investments, Financial Markets, Financial Analysis, Series 7, Private Equity, Mergers & Acquisitions, Equity Derivatives
Education
The University of Chicago - Booth School of Business 1991 — 1993
Master of Business Administration (MBA), Finance and International Business
Instituto Tecnológico y de Estudios Superiores de Monterrey 1986 — 1990
Bachelor's degree, Economics
UBS Investment Bank May 2014 - Present
J.P. Morgan August 2007 - April 2014
Coca-Cola FEMSA April 2006 - July 2007
FEMSA 2002 - 2006
Vision Consulting 1998 - 2002
Banamex 1993 - 1997
Skills
Equities, Hedge Funds, Capital Markets, Investment Banking, Emerging Markets, Fixed Income, Valuation, Bloomberg, Investments, Financial Modeling, Asset Management, Portfolio Management, Derivatives, Alternative Investments, Financial Markets, Financial Analysis, Series 7, Private Equity, Mergers & Acquisitions, Equity Derivatives
Education
The University of Chicago - Booth School of Business 1991 — 1993
Master of Business Administration (MBA), Finance and International Business
Instituto Tecnológico y de Estudios Superiores de Monterrey 1986 — 1990
Bachelor's degree, Economics
Alessandra (DeSarno) Kelly's UBS Investment Bank Experience June 2014 - Present
Job
Industry Information Technology and Services
Experience
UBS Investment Bank June 2014 - Present
Cognizant Technology Solutions June 2014 - Present
FDM Group October 2010 - January 2014
UBS Investment Bank July 2012 - December 2013
UBS Investment Bank January 2011 - December 2013
EFollett College Bookstores September 2007 - February 2010
Greater DC Cares May 2009 - October 2009
Skills
VMware, Program Management, Visio, IT Service Management, Microsoft Office, Customer Service, Event Management, Business Analysis, ITIL v3 Foundations..., Service Delivery, Integration, PMO, MS Office Suite, Inventory Management, Communications Planning, Service-Now, SQL, Analysis, Leadership, Workflow Management..., VCA-DCV, ITIL, Project Management
Education
The George Washington University 2006 — 2010
BS, Systems Engineering
UBS Investment Bank June 2014 - Present
Cognizant Technology Solutions June 2014 - Present
FDM Group October 2010 - January 2014
UBS Investment Bank July 2012 - December 2013
UBS Investment Bank January 2011 - December 2013
EFollett College Bookstores September 2007 - February 2010
Greater DC Cares May 2009 - October 2009
Skills
VMware, Program Management, Visio, IT Service Management, Microsoft Office, Customer Service, Event Management, Business Analysis, ITIL v3 Foundations..., Service Delivery, Integration, PMO, MS Office Suite, Inventory Management, Communications Planning, Service-Now, SQL, Analysis, Leadership, Workflow Management..., VCA-DCV, ITIL, Project Management
Education
The George Washington University 2006 — 2010
BS, Systems Engineering
Scott Myatt's UBS Investment Bank Experience September 2009 - Present
Job Executive Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank September 2009 - Present
Fortis Bank (Nederland) NV 2004 - 2009
UBOC 2001 - 2005
UBOC 2001 - 2005
Skills
Financial Structuring, Capital Markets, Investment Banking, Valuation, Private Equity
Education
The University of Southern Mississippi 1989 — 1993
B.S.B.A., Economics
Texas Tech University - Rawls College of Business
M.S., Finance
UBS Investment Bank September 2009 - Present
Fortis Bank (Nederland) NV 2004 - 2009
UBOC 2001 - 2005
UBOC 2001 - 2005
Skills
Financial Structuring, Capital Markets, Investment Banking, Valuation, Private Equity
Education
The University of Southern Mississippi 1989 — 1993
B.S.B.A., Economics
Texas Tech University - Rawls College of Business
M.S., Finance
William Janela, CFA's UBS Investment Bank Experience January 2011 - Present
Job Associate Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank January 2011 - Present
AllianceBernstein July 2007 - January 2011
Education
The College of William and Mary - The Mason School of Business
UBS Investment Bank January 2011 - Present
AllianceBernstein July 2007 - January 2011
Education
The College of William and Mary - The Mason School of Business
Mike Bell's UBS Investment Bank Experience 2007 - 2011
Job CEO & CoFounder, Tipsi
Industry Internet
Experience
Tipsi 2012 - Present
FLAG Capital Management, LLC February 2011 - August 2013
UBS Investment Bank 2007 - 2011
Education
The George Washington University 2004 — 2007
Tipsi 2012 - Present
FLAG Capital Management, LLC February 2011 - August 2013
UBS Investment Bank 2007 - 2011
Education
The George Washington University 2004 — 2007
Shirley Maranc's UBS Investment Bank Experience March 2008 - May 2008
Job Operations Manager at Architech Solutions
Industry
Experience
Architech Solutions January 2011 - Present
Bloomberg November 2008 - October 2009
UBS Investment Bank March 2008 - May 2008
Education
Temple University - Fox School of Business and Management 2002 — 2007
Bachelors of Business Administration, Human Resource and Business Management
Architech Solutions January 2011 - Present
Bloomberg November 2008 - October 2009
UBS Investment Bank March 2008 - May 2008
Education
Temple University - Fox School of Business and Management 2002 — 2007
Bachelors of Business Administration, Human Resource and Business Management
Ross Green's UBS Investment Bank Experience June 2011 - September 2012
Job Director, Corporate Strategy at Bankrate, Inc.
Industry Insurance
Experience
Bankrate, Inc. October 2014 - Present
Bankrate, Inc. September 2012 - October 2014
UBS Investment Bank June 2011 - September 2012
UBS Investment Bank May 2010 - June 2011
UBS Investment Bank September 2007 - May 2010
Skills
Financial Analysis, CIMA, Strategic Planning, Strategy, Finance, Financial Modeling, Corporate Finance, Investment Banking, Financial Reporting, Due Diligence, Project Planning, Mergers & Acquisitions, Strategic Financial..., Investments, Valuation, Portfolio Management, Forecasting, Capital Markets
Education
The Chartered Institute of Management Accountants 2007 — 2010
ACMA
University of Warwick - Warwick Business School 2004 — 2007
1st Class Hons BSc, Accounting and Finance
Bankrate, Inc. October 2014 - Present
Bankrate, Inc. September 2012 - October 2014
UBS Investment Bank June 2011 - September 2012
UBS Investment Bank May 2010 - June 2011
UBS Investment Bank September 2007 - May 2010
Skills
Financial Analysis, CIMA, Strategic Planning, Strategy, Finance, Financial Modeling, Corporate Finance, Investment Banking, Financial Reporting, Due Diligence, Project Planning, Mergers & Acquisitions, Strategic Financial..., Investments, Valuation, Portfolio Management, Forecasting, Capital Markets
Education
The Chartered Institute of Management Accountants 2007 — 2010
ACMA
University of Warwick - Warwick Business School 2004 — 2007
1st Class Hons BSc, Accounting and Finance
Edward Brooks Jr.'s UBS Investment Bank Experience July 2007 - Present
Job Associate Director of Trading Operations at UBS
Industry Financial Services
Experience
UBS Investment Bank July 2007 - Present
Barclays Capital March 2004 - July 2007
Commerzbank Securities, Inc. April 2001 - March 2004
Skills
Back Office, Capital Markets, Fixed Income, Middle Office, Prime Brokerage, Derivatives, Equities, Bloomberg, Asset Management, Bonds, Hedge Funds, Securities, Settlement, Financial Services, Equity Derivatives, Swaps, Trading Systems, Banking, Operational Risk, Securities Lending, Trading
Education
Temple University 1992 — 1996
Bachelor of Business Administration, Marketing and General Strategic Management
UBS Investment Bank July 2007 - Present
Barclays Capital March 2004 - July 2007
Commerzbank Securities, Inc. April 2001 - March 2004
Skills
Back Office, Capital Markets, Fixed Income, Middle Office, Prime Brokerage, Derivatives, Equities, Bloomberg, Asset Management, Bonds, Hedge Funds, Securities, Settlement, Financial Services, Equity Derivatives, Swaps, Trading Systems, Banking, Operational Risk, Securities Lending, Trading
Education
Temple University 1992 — 1996
Bachelor of Business Administration, Marketing and General Strategic Management
Amanda Weissler's UBS Investment Bank Experience July 2013 - September 2014
Job Portfolio Analyst at HRC Fund Associates
Industry Financial Services
Experience
HRC Fund Associates September 2015 - Present
MFC Industrial, Ltd. September 2014 - September 2015
UBS Investment Bank July 2013 - September 2014
UBS Investment Bank June 2012 - August 2012
Education
Texas A&M University 2009 — 2013
Bachelor of Business Administration (BBA), Finance
HRC Fund Associates September 2015 - Present
MFC Industrial, Ltd. September 2014 - September 2015
UBS Investment Bank July 2013 - September 2014
UBS Investment Bank June 2012 - August 2012
Education
Texas A&M University 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Sean Rutherford's UBS Investment Bank Experience 2012 - 2013
Job Support Analyst at Dell, Inc. EMEA
Industry Computer Software
Experience
Dell, Inc. - EMEA November 2014 - Present
UBS Investment Bank 2012 - 2013
Tennessee State University August 2009 - June 2010
Skills
Objective-C, Java, .NET Compact Framework, Microsoft SQL Server, Computer Hardware, Computer Repair
Education
Tennessee State University 2005 — 2011
Bachelor's degree, Computer Science
Dell, Inc. - EMEA November 2014 - Present
UBS Investment Bank 2012 - 2013
Tennessee State University August 2009 - June 2010
Skills
Objective-C, Java, .NET Compact Framework, Microsoft SQL Server, Computer Hardware, Computer Repair
Education
Tennessee State University 2005 — 2011
Bachelor's degree, Computer Science
Nathali Tirado's UBS Investment Bank Experience March 2010 - Present
Job Executive Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank March 2010 - Present
Credit Suisse July 2006 - March 2010
Skills
Equities, Capital Markets, Fixed Income, Valuation, Investment Banking, Investments
Education
Texas Christian University
Bachelor of Science (BS), Business Adminstration - Accounting and Finance
UBS Investment Bank March 2010 - Present
Credit Suisse July 2006 - March 2010
Skills
Equities, Capital Markets, Fixed Income, Valuation, Investment Banking, Investments
Education
Texas Christian University
Bachelor of Science (BS), Business Adminstration - Accounting and Finance