UBS Investment Bank
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UBS Investment Bank Employees
Parthenon-EY September 2015 - Present
The Parthenon Group June 2014 - August 2014
Analysis Group January 2011 - June 2013
CSN Stores September 2010 - December 2010
UBS Investment Bank July 2009 - August 2009
Dresdner Kleinwort May 2007 - July 2007
Skills
Quantitative Analysis, Problem Solving, Research, International Relations, Politics, Economics, Community Service, Microsoft Excel, Quantitative Analytics, Stata, Business Strategy, Data Analysis, Econometrics, Analysis, Strategy
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Strategic Management, Marketing Management and Economics
Yale University 2006 — 2010
Bachelor of Arts (BA), Economics and International Studies
The Doon School 2000 — 2006
Citi June 2013 - Present
UBS Investment Bank June 2012 - August 2012
White Oak Partners, LLC. August 2011 - May 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Financial Analysis, Financial Modeling, Equities
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Science (B.S.), Business Administration
London School of Economics and Political Science 2011 — 2011
WatershipBlue 2015 - Present
UBS Investment Bank 2013 - 2015
UBS Investment Bank 2010 - 2013
UBS Investment Bank 2006 - 2010
Independent Financial Consultant 2001 - 2004
Point West Capital 1993 - 2001
Skills
Corporate Finance, Investment Banking, LBO, Valuation, Capital Markets, Equities, Fixed Income, Private Equity, Leveraged Finance, Financial Modeling, Corporate Development, M&A experience, Investments
Education
University of Chicago GSB
Master of Business Administration (MBA), Finance, Accounting
University of Pennsylvania - The Wharton School
Bachelor of Science in Economics, Finance
UBS Investment Bank September 2003 - Present
Credit Suisse January 1994 - July 2003
Citi September 1991 - January 1994
Education
The University of Chicago Booth School of Business
MBA
Financial Communications Society March 2015 - Present
Silvermine Media, LLC February 2005 - Present
Sonavation Inc. February 2013 - May 2013
UBS Investment Bank April 2010 - January 2011
World Wrestling Entertainment, Inc. April 2008 - January 2009
Sotheby's May 2007 - April 2008
Pathfinder Associates, LLC April 1998 - May 2007
Ziff Davis Media 2000 - 2001
aQuantive 1999 - 2000
GBI 1998 - 2000
Skills
Visual C#, JavaScript, HTML5, French, ASP.NET, ASP.NET MVC, ASP.NET AJAX, SQL Server, PHP, MySQL, Photoshop, Power, PowerPoint, Erwin, Umbraco, Wordpress, Software Project..., Program Management, Visual Studio, Visual Basic, Windows Server 2008, Windows Server 2003, Mac OS X, Omniture, Oauth, Facebook API, Twitter, LinkedIn, YouTube, OAuth, HTML 5, Microsoft SQL Server, CRM, SDLC, E-commerce, Software Development, Start-ups, Mobile Applications, Web Analytics, Enterprise Architecture, Agile Project Management, Agile Methodologies, Strategy, Windows Server, Product Management, WordPress, Scrum, OS X, Business Process
Education
University of Chicago 1985 — 1989
BA, French Literature, Philosophy, Chemistry
The University of Chicago Booth School of Business 1988 — 1989
Finance
Institut d'Etudes Politiques ("Sciences Po") 1987 — 1988
License, International Relations
New Canaan High School 1981 — 1983
comScore, Inc. July 2014 - Present
UBS Investment Bank May 2013 - August 2013
Beauty & Cosmetics Trade Magazine -美容経済新聞 May 2012 - July 2012
Coursebase, Inc. May 2011 - August 2011
Skills
Japanese, English, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Marketing Research, Marketing Strategy, Social Media, Public Speaking, Japanese to English..., Time Management, Market Research, Sales, Facebook, Research, Data Analysis, Teamwork
Education
University of Virginia 2010 — 2014
Bachelor of Science (B.S.) in Commerce, IT and Marketing (Business Analytics Track & Leadership minor)
London School of Economics and Political Science
Study Abroad: Bargaining and Negotiations, Economics - Game Theory, 3.7/4.0
Seisen International School 2006 — 2010
High School Diploma, IB Diploma, 3.8/4.0
Bucksbaum Retail Properties April 2012 - Present
Trammell Crow Company June 2010 - February 2012
UBS Investment Bank June 2009 - August 2009
Behringer Harvard January 2007 - May 2008
Behringer Harvard July 2004 - December 2006
Skills
Valuation, Due Diligence, Mergers, Financial Analysis, Investments, Portfolio Management, Real Estate, Equities, Acquisitions, Joint Ventures, Strategy, Budgets, Financial Modeling, Real Estate Economics, Asset Managment, Mergers & Acquisitions, Private Equity, Analysis, DCF
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Finance and Accounting
The University of Texas at Austin - Red McCombs School of Business 2000 — 2004
BBA, Finance
University of Virginia August 2009 - Present
Pacific Gas & Electric July 2007 - August 2009
PepsiCo June 2006 - August 2006
UBS Investment Bank July 2003 - July 2005
Skills
Financial Modeling, Financial Analysis, Business Strategy, Project Management, Valuation, Strategic Planning, Strategy, Research, Economics, Analysis
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2014
PhD, Enrepreneurship, Ethics & Strategy
The Tuck School of Business at Dartmouth 2005 — 2007
MBA, General Management
University of Virginia 1999 — 2003
Bachelor of Arts, Political and Social Thought
THL Credit, Inc. August 2012 - Present
UBS Investment Bank 2010 - 2012
UBS Investment Bank June 2008 - August 2008
BP May 2007 - August 2007
Skills
High Yield, Corporate Finance, Valuation, Credit Analysis, Credit, Capital Structure, Credit Derivatives, Portfolio Management, Distressed Debt, Research, Financial Modeling, Equities, Fixed Income, Hedge Funds, Investments, Trading, Emerging Markets, Leveraged Finance, CDS, Options, Swaps, Commodity, Bonds, Derivatives, Bloomberg, Trading Strategies, Business
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
CFA Institute 2009 — 2011
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
BS, Finance; BS, Accountancy
Illinois Math and Science Academy 2002 — 2005
Diploma
Hint Health 2014 - Present
Brandcast Inc September 2013 - March 2014
Hack Reactor May 2013 - September 2013
Nature's Goodies LLC December 2011 - July 2013
UBS Investment Bank August 2010 - August 2011
Moen Incorporated December 2007 - January 2009
Polytech Associates Inc November 2006 - December 2008
Codonics March 2007 - August 2007
Ohio Custom Exteriors Inc April 2006 - September 2006
Marnoc Lodge 151, The Order of the Arrow May 2005 - May 2006
Skills
Windows, Marketing, Management, Six Sigma, SAP, JavaScript, CoffeeScript, HTML 5, CSS3, Mechanical Engineering, Investment Banking, Entrepreneurship, Start-ups, Pro Engineer, Matlab, Solidworks, Eagle Scout, ANSYS, Geometric Dimensioning..., Photoshop, Stylus, Node.js, Grunt.js, Express.js, Test Driven Development, d3.js, SQL, Angular.js, Software Engineering, CSS, Troubleshooting, Program Management, Engineering, CMS, Manufacturing, Project Management, Data Visualization, Python, Databases
Education
The University of Akron 2005 — 2010
BS Mechanical Engineering, Minor in Business Administration
Archbishop Hoban High School 2001 — 2005
Hack Reactor
Pioneer Investments May 2015 - Present
EVA Dimensions September 2011 - April 2015
Credit Suisse June 2002 - June 2011
UBS Investment Bank August 2000 - June 2002
Skills
Equities, Valuation, Hedge Funds, Investment Banking, Fixed Income, Equity Research, Financial Modeling, Portfolio Management, Bloomberg, Asset Management, Investments, Capital Markets, Corporate Finance
Education
University of Chicago Graduate School of Business 1998 — 2000
MBA, Finance
Washington University in St. Louis 1987 — 1991
BSBA, Business
William Blair & Company April 2013 - Present
UBS Investment Bank July 2011 - April 2013
A.T. Kearney July 2006 - August 2009
Skills
Business Process..., Management Consulting, Financial Modeling, Valuation, Private Equity, Banking, Finance, Corporate Finance, Due Diligence, Financial Analysis, Capital Markets, Mergers & Acquisitions, Emerging Markets, Investment Banking
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Finance, Accounting
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Corporate Strategy
Various Startups 2014 - 2015
Ontario Teachers' Pension Plan - Teachers' Private Capital 2014 - 2014
Ontario Teachers' Pension Plan - Teachers' Private Capital 2012 - 2014
CIBC World Markets 2010 - 2012
UBS Investment Bank 2009 - 2009
Accenture 2006 - 2008
Accenture 2004 - 2006
Skills
Business Strategy, Strategic Planning, Corporate Development, Management Consulting, Process Improvement, Data Analytics, Corporate Finance, Mergers & Acquisitions, Valuation, Financial Modeling, Private Equity, Investment Banking
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Economics, Finance, Accounting, Entrepreneurship
University of Ottawa / Université d'Ottawa 2000 — 2004
Bachelor of Commerce (B.Com.)
UBS Securities LLC December 2012 - Present
UBS Wealth Management January 2009 - November 2012
UBS Investment Bank December 2005 - January 2009
Bloomberg LP April 2002 - December 2005
Skills
Securities Lending, Middle Office, Securities, Prime Brokerage, Fixed Income, Equities, Bloomberg, Capital Markets, Trading Systems, Settlement, Investment Banking, Equity Derivatives
Education
London School of Economics and Political Science 2000 — 2001
Master of Science (MSc)
BNP Paribas February 2015 - Present
BNP Paribas April 2014 - Present
UBS Investment Bank September 2012 - March 2014
UBS Investment Bank June 2011 - August 2011
Williams College Investment Office January 2010 - February 2010
An Binh Securities Joint Stock Company June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Stata, R, Financial Modeling, VBA, Fixed Income, Asset-backed..., Valuation, Investment Banking, Derivatives, Structured Finance
Education
Williams College 2008 — 2012
Bachelor of Arts (B.A.), Mathematics and Economics
London School of Economics and Political Science, U. of London 2010 — 2011
DW Healthcare Partners 2015 - Present
United States Senate 2013 - 2015
UBS Investment Bank 2011 - 2012
UBS Investment Bank 2010 - 2010
NASDAQ 2009 - 2009
MyClean 2009 - 2009
Skills
Bloomberg, Economics, Private Equity, Financial Markets, Finance, Financial Modeling, Hedge Funds, Bloomberg Terminal, Medical Tourism, Macroeconomics, Due Diligence, Investments, Investment Banking, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Valuation, Capital Markets
Education
London School of Economics and Political Science
B.Sc., Economic History, First Class Honours
The Williston Northampton School
Barclays Investment Bank November 2012 - Present
Credit Suisse Private Bank September 2009 - September 2012
UBS Investment Bank May 2005 - May 2009
UBS Investment Bank February 2001 - April 2005
UBS Investment Bank February 1999 - February 2001
Skills
Program Management, Derivatives, Product Development, Fixed Income, Equities, Business Case, Capital Markets, Project Management, Global Business..., FX Derivatives, FX trading, Deposits, Preparation of Business..., Business Transformation, System Migration, Acquisition Integration, Investment Banking, Electronic Trading, Trading Systems, Cross-functional Team..., Strategy, Back Office, Prime Brokerage, Financial Risk, Banking, Equity Trading, Equity Derivatives, FX Options, Trading, Financial Services, Credit Derivatives, Middle Office, Structured Products, Interest Rate...
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA for Executives, Finance
London School of Economics and Political Science 1996 — 1997
MSc, Economics
The London School of Economics and Political Science (LSE) 1992 — 1995
BSc, Management Science
Fatima college 1983 — 1991
A'Levels
Monitor Deloitte June 2014 - August 2014
UBS Investment Bank March 2010 - July 2013
Pure In Heart America June 2009 - March 2010
Citi June 2008 - August 2008
Skills
Economics, Financial Modeling, Investment Banking, Microsoft Excel, Equities, Change Management, Emerging Markets, Word, Excel, Six Sigma, Quantitative Analytics
Education
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
Wellesley College 2005 — 2009
BA, Cognitive and Linguistic Science (Economics Minor)
Thomas Jefferson High School for Science & Technology 2001 — 2005
The Boston Consulting Group August 2014 - Present
The Boston Consulting Group June 2013 - August 2013
BOND Consulting Group September 2012 - May 2013
Coinstar June 2012 - August 2012
Professional Fraternity Council April 2012 - May 2012
UBS Investment Bank June 2011 - June 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Economics, Research
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
BBA, Finance, Accounting
University of Michigan
London School of Economics and Political Science, U. of London 2011 — 2011
KAMSC
UBS Investment Bank August 2015 - Present
York Risk Services Group May 2014 - January 2015
The Longaberger Company October 2012 - May 2013
Skills
Financial Analysis, Microsoft Excel, Accounting, Technical Analysis, Microsoft Office, PeopleSoft, HTML5, JavaScript, jQuery Mobile, PHP, MySQL, Options Strategies, Option Pricing Models
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
BS, Finance
NorthStar Asset Management Group Inc. September 2015 - Present
Ventas, Inc. October 2014 - July 2015
Ventas, Inc. December 2013 - September 2014
UBS Investment Bank July 2011 - December 2013
UBS Investment Bank June 2010 - August 2010
PricewaterhouseCoopers June 2009 - August 2009
Lincoln Financial Group September 2008 - March 2009
Skills
Equities, LBO, Financial Modeling, Investment Banking, Valuation, Bloomberg, Equity Research, Capital Markets, Risk Management, Private Equity, Corporate Finance, Fixed Income, Financial Analysis, Economics, Due Diligence, Hedge Funds, DCF, Capital IQ, Investments, High Yield, Competitive Analysis
Education
The Ohio State University Fisher College of Business 2007 — 2011
BSBA, Finance, Economics
LSV Asset Management November 2011 - Present
Optiver July 2009 - October 2011
PIMCO September 2008 - June 2009
Citadel Investment Group September 2004 - August 2008
UBS Investment Bank September 2001 - September 2004
Education
The University of Chicago Booth School of Business 2005 — 2008
MBA, Finance, Accounting, Statistics
University of Illinois at Urbana-Champaign 1997 — 2001
BS, Electrical Engineering
The Carlyle Group January 2014 - Present
UBS Investment Bank June 2011 - December 2013
University of Connecticut- Men's Basketball July 2008 - June 2012
UBS June 2011 - August 2011
R.O. Consignment May 2009 - October 2010
Skills
Leadership, Private Equity, Equities, Investments, Marketing, Microsoft Excel, Investment Banking, Public Speaking, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Valuation, Mergers, Teamwork, Trading, Bloomberg, Corporate Finance, Entrepreneurship, Fundraising, Programming, Ruby on Rails, JavaScript, Python, Software Development, Start-ups
Education
The University of Connecticut School of Business 2008 — 2012
Kent Denver School
Parker Global Strategies September 2014 - Present
UBS Investment Bank June 2011 - August 2014
UBS Investment Bank June 2006 - May 2011
Alta Capital Management June 2005 - August 2005
Audit Bureau of Circulations 1999 - 2004
Education
University of Wisconsin-Madison - School of Business 2004 — 2006
MBA, Finance
The Ohio State University Fisher College of Business 1995 — 1998
BS, Finance
Citi June 2014 - Present
UBS Investment Bank June 2012 - June 2014
Aspect Holdings, LLC July 2005 - July 2010
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA
The University of Texas at Austin 2001 — 2005
BBA, Business Honors and Finance
The Hartford January 2013 - Present
The Hartford Financial Services Group, Inc. November 2010 - Present
The Hartford Financial Services Group January 2009 - November 2010
UConn School of Business August 2005 - May 2009
Hartford Investment Management September 2008 - December 2008
UBS Investment Bank May 2008 - September 2008
UBS Global Asset Management August 2007 - May 2008
Education
The University of Connecticut School of Business 2006 — 2009
MBA
The University of Connecticut School of Law 2005 — 2009
JD
University of Connecticut 2001 — 2005
BA
WHS
UBS Investment Bank July 2014 - Present
UBS Investment Bank June 2013 - August 2013
Bloomberg LP September 2007 - December 2011
Blesssed Investments, LLC January 2007 - August 2007
Berlitz Deutschland GmbH September 2005 - December 2006
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2005
GLG May 2015 - Present
GE Capital January 2014 - May 2015
GE Capital Markets, Inc. May 2013 - May 2015
UBS Investment Bank August 2011 - May 2013
UBS Investment Bank June 2010 - August 2010
Travelers Insurance June 2009 - August 2009
Sephora November 2007 - May 2009
Skills
Treasury, Bloomberg Terminal, Credit, Funding, Fixed Income, Investment Banking, Corporate Finance, Capital Markets, Credit Analysis, Mergers
Education
The University of Connecticut School of Business 2007 — 2011
Bachelor of Science, Business; Finance
HSBC 2012 - Present
JP Morgan 2007 - 2012
UBS Investment Bank 2000 - 2007
Rothschild Asset Management 1994 - 2000
Skills
Equities, Capital Markets, Strategy, Emerging Markets, Fixed Income, Hedge Funds, Investment Banking, Valuation, Private Equity, Derivatives, Financial Modeling
Education
Gordonstoun
The London School of Economics and Political Science (LSE)
University of Cambridge
Jefferies December 2014 - Present
Jefferies & Company September 2010 - December 2014
UBS Investment Bank August 2009 - September 2010
UBS July 2007 - July 2008
HSBC 2005 - 2005
Sagent Advisors 2004 - 2004
Skills
Investment Banking, Valuation, Financial Modeling, Equities, Corporate Finance, Private Equity, Capital Markets, Equity Research, LBO, Bloomberg, Financial Analysis, Leveraged Finance, Fixed Income, M&A experience, Due Diligence, Hedge Funds, High Yield, Mergers, Series 7, Private Placements, Mergers & Acquisitions, Equity Valuation, Corporate Development, Options, DCF
Education
The Ohio State University 2003 — 2007
BS, Finance
Bronxville High School 1998 — 2003
Diploma, General Studies
Bank of America Merrill Lynch September 2014 - Present
Barclays Capital January 2007 - September 2014
UBS Investment Bank June 2005 - January 2007
Skills
Fixed Income, Emerging Markets, Credit, CDS, Derivatives, Structured Finance, Risk Analysis, Economic Data Analysis, Investments, Hedging, Financial Risk, Economics
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Michigan 2001 — 2005
Bachelor of Science (BS)
Union County Magnet High School 1997 — 2001
Hudson's Bay Company September 2015 - Present
Hudson's Bay Company September 2014 - September 2015
Mercer December 2013 - September 2014
Mercer 2013 - 2014
Mercer 2010 - 2013
Mercer 2007 - 2010
McKinsey & Company 2006 - 2007
UBS Investment Bank 2002 - 2002
Skills
Financial Modeling, Strategic Planning, Program Management, Change Management, Competitive Analysis, Organizational Design, Strategy, Leadership, Human Resources, Talent Management, Performance Management, Management Consulting, Business Strategy, Learning & Development...
Education
The London School of Economics and Political Science (LSE) 2005 — 2006
M.Sc., Management and Strategy
Wellesley College 1999 — 2003
BA, International Relations & Psychology
Seoul Foreign School
Upper Arlington High School
UBS Investment Bank July 2010 - Present
UBS Investment Bank June 2009 - August 2009
Credit Suisse June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
FX Options, FX trading, FX Hedging, Fixed Income, Emerging Markets, Series 7, Series 63, Equities, Investments, Financial Modeling, Valuation, Equity Research, Finance, Bloomberg, Trading, Derivatives, Options, Financial Markets, Foreign Exchange, Structured Products
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2009
Business, Finance & Economics
Nexxus Capital - Private Equity January 2014 - August 2014
Nexxus Capital - Private Equity January 2013 - December 2013
Nexxus Capital - Private Equity June 2010 - December 2012
UBS Investment Bank January 2009 - May 2010
UBS Investment Bank January 2008 - December 2008
Skills
Private Equity, Venture Capital, Business Strategy, Start-ups, Mergers & Acquisitions, Entrepreneurship, Due Diligence, Financial Modeling, Investments, Valuation, Corporate Finance, Strategic Planning, Financial Analysis, Business Development, Strategy, Análisis financiero, Elaboración de modelos..., Planificación...
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA)
Universidad Iberoamericana, Ciudad de México
Ingenieria Química
Melody Capital Partners, LP November 2012 - Present
UBS Investment Bank September 2009 - November 2012
Skills
Valuation, Special Situations..., Principal Investing, Credit, Capital Markets, Structured Products, Hedge Funds, Bloomberg Terminal
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Analytic Finance and Economics
The Vancouver Sun April 2013 - Present
Swapforex.com February 2012 - Present
UBS Securities Co., Ltd March 2010 - April 2011
UBS Investment Bank February 2004 - February 2010
UBS Investment Bank February 2003 - February 2004
ABN Amro April 2001 - February 2003
TD April 2000 - December 2000
Skills
Equity Derivatives, Project Management, Microsoft Office, Derivatives, Rates, Financial Markets, Options, Valuation, Structured Products, Equities, Trading, Fixed Income, Investment Banking, Risk Management, Bloomberg, Exotic Derivatives, Strategy
Education
The University of British Columbia / UBC 1992 — 1997
Arts, History, Psychology
Brookswood Senior Secondary 1987 — 1992
W. P. Carey & Co. LLC February 2012 - Present
UBS Investment Bank 2008 - July 2011
PricewaterhouseCoopers 1999 - 2005
A.T. Kearney 1997 - 1998
Coopers & Lybrand 1996 - 1996
Skills
Project Management, Analysis, Governance, Finance, Financial Modeling, Investment Banking, Private Equity, Equities, Financial Analysis, Series 7, Asset Management, Financial Services, Investments, Strategy, Internal Audit, Management Consulting, Portfolio Management, Fixed Income, Strategic Planning, Valuation
Education
University of Pennsylvania - The Wharton School 1995 — 1997
Master of Business Administration, Finance and Operations
The University of Akron 1990 — 1993
Bachelor of Science, Computer Science, Minor in Business
Sandbox Industries February 2015 - Present
Amgen August 2012 - January 2015
Kauffman Fellows Program July 2012 - June 2014
Amgen June 2011 - August 2011
Paul Capital Healthcare July 2007 - November 2009
UBS Investment Bank July 2005 - June 2007
UBS Investment Bank June 2004 - August 2004
Skills
Investments, Biotechnology, Healthcare, Financial Modeling, Valuation, Private Equity, Due Diligence, Investment Banking, Corporate Finance, Venture Capital, Financial Analysis, Corporate Development, Mergers
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Healthcare, Management
New York University - Leonard N. Stern School of Business 2001 — 2005
B.S., Finance & Accounting
UBS Investment Bank July 2015 - Present
UBS Investment Bank June 2014 - August 2014
Magellan Scholarship Research Project June 2013 - July 2013
2012 Presidential Campaign July 2012 - August 2012
Andalusian Capital Partners June 2011 - July 2011
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Research, Time Management, Leadership, Teamwork, Higher Education, Customer Service, Spanish, Financial Analysis
Education
Washington and Jefferson College 2011 — 2015
Bachelor's degree, Economics
Canterbury School 2007 — 2011
The London School of Economics and Political Science (LSE)
Summer Session
Greenwich Country Day School
Aeffe USA LLC September 2015 - Present
Transamerica Financial Advisors, Inc. January 2011 - March 2014
UBS Investment Bank 1999 - 2007
UBS Investment Bank 1999 - 2007
Citi June 1989 - July 1999
Skills
Financial Services, Banking, Securities, Finance, Retirement Planning, Equities
Education
London School of Economics and Political Science 1997 — 1998
Economics / Business
Trinity College-Hartford 1988 — 1992
Bachelor of Science, Economics
JP Morgan August 2010 - Present
Atrium Health Group 2008 - 2009
UBS Investment Bank 2006 - 2008
Blackheath Financial 2003 - 2006
Sterling Equities 2001 - 2003
Prudential Securities August 2000 - December 2000
McDonald Investments 1996 - 2000
Education
The University of Akron 1987 — 1992
BSBA, Finance
UBS Investment Bank July 2015 - Present
Tuck School of Business at Dartmouth College July 2013 - May 2015
UBS Investment Bank June 2014 - August 2014
Siemens October 2012 - July 2013
Siemens August 2010 - September 2012
Siemens January 2007 - August 2010
Siemens January 2007 - December 2007
Siemens March 2006 - December 2006
Skills
Business Planning, Requirements Analysis, Market Development, Budgets, Restructuring, Finance, Business Analysis, Forecasting, Project Management, Sarbanes-Oxley Act, Strategy, Contract Negotiation, Pricing, New Business Development, Managerial Finance, Financial Analysis, Product Management, Financial Modeling, Financial Reporting, Analysis, Mergers & Acquisitions, Accounting
Education
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
Saint Paul Institute of Finance 2010 — 2010
Financial Analysis
Universidade Estadual de Campinas 2002 — 2006
Bs, Economics
Cornerstone Capital Management August 2015 - Present
Credit Suisse June 2015 - August 2015
Bank of America Merrill Lynch July 2011 - August 2014
UBS Investment Bank 2008 - 2009
Skills
Capital Markets, Equities, Finance, Portfolio Management, Risk Management, Management, Trading, Financial Modeling, Financial Risk, Financial Analysis, Fixed Income, Investment Banking, Derivatives, Bloomberg
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Concentrations in Entrepreneurship and Strategy
The University of British Columbia 2004 — 2008
Bachelor of Commerce (B.Com.), Finance
Ventas, Inc. July 2013 - Present
University of Chicago Booth School of Business September 2011 - June 2013
Raymond James Financial Inc. June 2012 - August 2012
Ventas REIT August 2009 - August 2011
UBS Investment Bank July 2007 - June 2009
IBM Strategy Consulting July 2005 - June 2007
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Concentrations in Finance, Entrepreneurship and General Management
University of Michigan - College of Engineering 2001 — 2005
B.S. in Engineering, Industrial and Operations Engineering
GE Capital Real Estate December 2014 - Present
Northern Trust Corporation April 2013 - November 2014
UBS Investment Bank July 2011 - April 2013
UBS Investment Bank January 2010 - August 2011
UBS Investment Bank October 2009 - December 2009
UBS Investment Bank June 2008 - August 2008
UBS Investment Bank February 2008 - April 2008
Skills
Risk Management, Corporate Finance, Commercial Real Estate, CCAR, Argus Modeling, Valuation, Financial Analysis, Analytics, Analysis, Project Management, Financial Risk, Documentation, Legal Contract Review, Market Data, Bloomberg, Team Leadership, Equities, Middle Office, Options, Derivatives, Securities, Capital Markets, Relationship Management, Trading, Fixed Income, Settlement, Swaps, Investment Banking, Hedge Funds, Collateral Management, Prime Brokerage, Corporate Actions, Equity Derivatives, Financial Services, Funding, Portfolio Management, Operational Risk..., KYC, DTC, Cash Management, Electronic Trading, Market Risk, ETFs, Emerging Markets, Banking, Finance, Investments, Interpersonal Skills, Interpersonal..., Business Analysis
Education
The University of Connecticut School of Business 2005 — 2009
B.S, Marketing, Finance, Business and Technology, 3.6/4.0
UBS April 2014 - Present
UBS Investment Bank March 2013 - March 2014
United Way of Summit County January 2011 - March 2013
United Way of Summit County August 2010 - November 2010
Gap Inc./Old Navy May 2009 - November 2010
Funded through ARC of Summit County 2007 - 2010
United Way of Summit County August 2008 - December 2008
Skills
Non-profits, Fundraising, Grant Writing, Marketing, Nonprofits, Leadership, Newsletters, Public Speaking, Sales, Customer Service, Recruiting, Community Outreach, Volunteer Management, Event Planning, Community Development, Philanthropy, Strategic Planning, Event Management, Program Development, Leadership Development, Microsoft Office, Marketing Communications, Social Media, Public Relations, Microsoft Excel, Training, Organizational..., PowerPoint, Social Media Marketing, Social Networking, Press Releases, Team Building, Coaching, Media Relations, Editing, Budgets, Project Management, Internal Communications, Grants, Staff Development, Resource Development, Non-profit..., Program Management, Management, Volunteering, Policy, Workshop Facilitation, Board Development, Social Media Outreach
Education
St. Mary's University College, Twickenham 2013 — 2014
Post Graduate Certificate, International Business Practice
The University of Akron 2005 — 2009
Bachelor of Arts, Business and Organizational Communication with a minor in Family Development
Garfield Heights High School
McNally Capital June 2014 - August 2014
Baird Capital February 2014 - May 2014
The Compass Group October 2010 - July 2013
UBS Investment Bank July 2008 - September 2010
Skills
Investment Banking, Private Equity, Valuation, Corporate Finance, Financial Modeling, Mergers, M&A due diligence, LBO, Leveraged Finance, Capital Markets, Due Diligence, Structured Finance, Capital Structure, Business Valuation, Capital, Mergers & Acquisitions, Corporate Development, M&A experience, Investments, Financial Analysis
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Entrepreneurship, Managerial & Organizational Behavior, Strategic Management
University of Michigan 2004 — 2008
Bachelor of Arts (B.A.), Economics
Galvanize Inc (formerly Zipfian Academy) July 2015 - Present
The Centre for Effective Altruism March 2014 - May 2015
UBS Investment Bank February 2013 - March 2014
Royal Bank of Scotland June 2011 - July 2012
Angela Mortimer June 2009 - June 2010
Skills
Data Analysis, Data Manipulation, Business Analysis, Microsoft Excel, Statistical Modeling, Modeling, Multilingual, Multicultural, Economics, Finance, Analysis, Forecasting, Business Intelligence, Financial Analysis, MIS, Investment Banking, Investments, Financial Modeling, Management, Research, Public Speaking
Education
CFA Institute
CFA Level I
London School of Economics and Political Science, U. of London
BSc, Economics and Finance, Current Average: First
University of Nottingham 2006 — 2009
BA, American Studies
Lightbank September 2015 - Present
University of Chicago Booth School of Business August 2015 - Present
Bluegala August 2015 - Present
Primary Venture Partners June 2015 - August 2015
Bluegala May 2009 - August 2015
alight May 2012 - June 2015
alight January 2009 - April 2009
Lehman Brothers July 2007 - September 2008
UBS Investment Bank June 2006 - August 2006
Skills
Entrepreneurship, E-commerce, Strategy, Start-ups, Apparel, Financial Modeling, Business Development, Online Marketing, Online Advertising, Marketing, Business Strategy, Valuation, Social Media Marketing, Mergers & Acquisitions, Retail, Strategic Partnerships, Market Research, Marketing Strategy, High Yield Bonds, Analytics, Email Marketing, SEO, Lead Generation, SEM, Competitive Analysis, Brand Development, Digital Strategy, Web Analytics, Affiliate Marketing, Google Analytics, Customer Acquisition, Corporate Development, Search Advertising, Conversion Optimization, Multivariate Testing, A/B Testing, Multi-channel Marketing, Google Adwords, Venture Capital, Social Media, Due Diligence, Digital Marketing
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (MBA), Entrepreneurship & Finance
University of Virginia - McIntire School of Commerce
Bachelor of Science (B.S.) Commerce, Concentration in Finance
Syosset HS
DrinkSavvy Inc. October 2013 - Present
Bon Hiver Inc. May 2010 - Present
ORION Trading November 2008 - May 2010
UBS Investment Bank June 2007 - October 2008
UBS Investment Bank June 2004 - July 2005
US Army May 1999 - June 2002
Skills
Strategic Planning, Team Building, New Business Development, Operations Management, Start-ups, Product Development, Marketing Strategy, Intellectual Property, Strategy, Trading, Social Media, Strategic Partnerships, Management, Entrepreneurship, Brand Development, Sales, Marketing, Retail, Leadership, Business Strategy, Social Media Marketing
Education
The Tuck School of Business at Dartmouth 2005 — 2007
MBA, Finance
United States Military Academy at West Point 1995 — 1999
Bachelor of Science (B.S.), Pre-Law Studies
theBOX Food Truck September 2013 - Present
theBOX September 2013 - Present
TA Associates August 2010 - July 2013
UBS Investment Bank June 2008 - June 2010
UBS Investment Bank June 2007 - August 2007
Skills
Private Equity, Financial Modeling, Capital Markets, LBO, Investment Banking, Microsoft Excel, Bloomberg, Corporate Finance, Valuation, Venture Capital, Entrepreneurship, Mergers & Acquisitions, Due Diligence, M&A experience, Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2015
Yale University 2004 — 2008
BA, Political Science
Boston University Questrom School of Business July 2013 - Present
University of Illinois at Urbana-Champaign July 2008 - June 2014
Olin Business School July 2005 - June 2008
Kelley School of Business July 2003 - June 2005
Bain & Company June 1999 - August 1999
UBS Investment Bank June 1997 - August 1997
Skills
Corporate Finance, Finance, Quantitative Analytics, Investments, Econometrics, Financial Modeling, Valuation, Time Series Analysis, Quantitative Finance, Macroeconomics, Mergers & Acquisitions, Statistics, Stata, Research, Derivatives, Economic Research, Data Analysis, Credit Risk, Monte Carlo Simulation, Financial Engineering, Fixed Income, Financial Analysis, Statistical Modeling, Teaching, Capital Markets, Financial Economics, Options, Financial Markets, Microeconomics, University Teaching, Quantitative Research, Risk Management, Mathematical Modeling, VBA, Eviews, Banking, Bloomberg, International Finance, Equity Research, Private Equity, SAS, Capital Structure, Corporate Governance
Education
University of California, Berkeley, Haas School of Business 1998 — 2003
PhD, Finance
London School of Economics and Political Science 1997 — 1998
MSc, Economics
University of Cologne 1993 — 1997
Diplom, Business
Prospect Capital Management, LLC April 2008 - Present
UBS Investment Bank September 2004 - April 2008
Lehman Brothers August 1999 - September 2004
Education
The University of Chicago Booth School of Business 1997 — 1999
University of Notre Dame 1990 — 1994
B.S., Mechanical Engineering
Barclays Investment Bank February 2008 - May 2014
Booz & Company 2006 - 2008
Merriman Curhan Ford 2004 - 2006
UBS Investment Bank 2002 - 2004
Goldman Sachs & Company 1999 - 2002
Lehman Brothers 1994 - 1999
Skills
Equities, Capital Markets, Business Transformation, Asset Managment, Acquisition Integration, Financial Services, Trading, Hedging, Strategic Consulting, Investment Banking, Corporate Development, Valuation, Financial Modeling, Asset Management, Hedge Funds, Fixed Income, Options, Mergers & Acquisitions, Strategy, Investments, Investor Relations, Start-ups, Finance, Business Strategy, Management
Education
The University of Chicago - Booth School of Business 1992 — 1994
MBA, Finance & Accounting
Fairleigh Dickinson University-Metropolitan Campus
BS, Finance & Accounting
Pacific Gas and Electric Company June 2015 - Present
Pacific Gas and Electric Company September 2013 - June 2015
Pacific Gas & Electric Company September 2011 - August 2013
Pacific Gas & Electric Company June 2010 - August 2010
Gerson Lehrman Group 2006 - 2009
UBS Investment Bank 2005 - 2006
Skills
Renewable Energy, Economics, Energy, Financial Modeling, Strategy, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
Master of Business Administration (MBA)
Wellesley College 2002 — 2005
Bachelor of Arts (BA), Political Science and Economics
Phillips Exeter Academy 1998 — 2002
High School
Three Kings Capital January 2009 - Present
BlackRock Kelso Capital June 2011 - January 2015
The Bank Street Group July 2001 - June 2011
GarMark Advisors May 2004 - January 2009
UBS Investment Bank 1994 - June 2001
UBS Warburg 2000 - 2001
Warburg Dillon Read 1998 - 2000
SBC Warburg Dillon Read 1997 - 1998
Dillon, Read & Co. Inc. September 1995 - June 1997
Dillon, Read & Co. Inc. June 1994 - September 1994
Skills
Mezzanine, Structured Finance, Private Equity, Investment Banking, Capital Markets, Corporate Finance, Leveraged Finance, Buyouts, Mergers, Acquisitions, Business Services, Mergers & Acquisitions, Subordinated Debt, Leveraged Lending, Management Buyouts, Aerospace, Defense, Finance, Investments, Private Placements, Middle Market, M&A experience, Capital, Emerging Markets, Corporate Development, LBO, Valuation, High Yield, Alternative Investments, Growth Capital, Venture Capital, Recapitalizations, Camping
Education
University of Chicago Graduate School of Business 1993 — 1995
MBA, Finance
Trinity College-Hartford 1987 — 1991
BA, Computer Science and Economics
Brunswick School 1979 — 1987
HSD
OOCL May 2010 - Present
UBS Investment Bank September 2006 - December 2007
UBS AG September 2001 - August 2006
Visual Knowledge June 1992 - March 2001
Skills
Java, Smalltalk, Oracle Coherence, Architecture, System Architecture, TDD, Object Oriented Design, Agile Methodologies, Design Patterns, Distributed Systems, Sybase, OOP, Scrum, Software Development, C++, Linux, Hibernate, UML, .NET, Test Driven Development, Oracle, Weblogic, Databases, Java Enterprise Edition, JSON, Websphere, Spring, SOA, SOAP, JPA, WebSphere
Education
The University of British Columbia 1991 — 1994
MIS, Commerce
University of Alberta 1981 — 1989
BSc, Computer Science, Mathematics, Engineering
LeapPay March 2013 - Present
Freshford Capital February 2010 - February 2013
Durham Asset Management June 2008 - February 2010
Thayer Capital Partners September 2004 - June 2006
UBS Investment Bank September 2002 - June 2004
Skills
Private Equity, Valuation, Mergers & Acquisitions, Due Diligence, Investment Banking, Investments, Equities, Finance, Strategy, Securities, Bonds, Credit, Loans, Analysis, Hedge Funds, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
University of Michigan 1998 — 2002
BBA
The London School of Economics and Political Science (LSE) 2000 — 2000
General Course, E-Commerce
J.P. Morgan Asset Management September 2010 - Present
UBS Investment Bank April 2007 - September 2010
Schwab Institutional April 2006 - April 2007
Boyden Executive Search June 1996 - March 2006
Skills
Boolean Searching, Executive Search, Recruiting, Sourcing, Human Resources, Strategic Sourcing, Investment Banking, Capital Markets, Financial Services, Talent Acquisition, Asset Managment, Emerging Markets, Financial Markets, Equities, Fixed Income
Education
The Juilliard School
Drama Division Diploma Awarded
University of St. Thomas
BA, History and Communications Double Major
Morgan Stanley January 2013 - Present
Morgan Stanley June 2012 - January 2013
UBS Investment Bank March 2011 - June 2012
UBS Investment Bank September 2009 - March 2011
UBS Investment Bank June 2008 - August 2008
Banco Gallego April 2005 - June 2007
The Boston Consulting Group - BCG June 2003 - April 2005
Skills
LBO, Valuation, Modeling, Leveraged Finance, M&A execution, Financial Structuring, Capital Markets, High Yield, Equities, Investment Banking, Restructuring, Business Strategy, Business Development, Marketing, Operations Management, Venture Capital, Project Finance, Private Equity, Strategy, Mergers & Acquisitions, Corporate Finance, Finance
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Accounting, Finance and Entrepreneurship
Universidad de Navarra 1997 — 2002
Engineering, Industrial Engineer
Oxy October 2014 - Present
Shell April 2014 - October 2014
Goldman Sachs July 2010 - April 2014
UBS Investment Bank March 2006 - July 2010
Bear Stearns August 2005 - March 2006
Skills
Corporate Finance, Investment Banking, Valuation, Private Equity, Financial Modeling, Capital Markets, LBO, Due Diligence, Mergers, High Yield, Equities, Capital Raising, Business Development, Strategic Planning, Emerging Markets, Finance, Fixed Income, IPO, M, Mergers, Venture Capital
Education
The University of Chicago - Booth School of Business 2003 — 2005
MBA, Finance, Strategic Management, Entrepreneurship
Westminster College 1998 — 2001
BS, Accounting
UBS June 2015 - Present
GE Capital October 2014 - May 2015
Private Client Resources, LLC January 2014 - October 2014
UBS Investment Bank November 2011 - January 2014
UBS October 2009 - November 2011
UBS May 2007 - October 2009
Purdue Pharma LP January 1999 - April 2007
Hartford Hospital December 1997 - April 1998
Professional Development Group, Inc 1994 - 1996
Skills
Team Leadership, Stakeholder Management, Program Management, Risk Management, Vendor Management, Data Analysis, Cost Control, Cost Analysis, Operations Management, Cost Benefit, Training, Business Analysis, Requirements Analysis, Project Management, Management, Analysis, SharePoint, Requirements Gathering, Banking, Process Improvement, Business Process, PMO, Leadership, Project Planning
Education
The University of Connecticut School of Business 2004 — 2009
MBA, Finance
Centerview Partners May 2012 - Present
UBS Investment Bank September 2011 - May 2012
UBS Investment Bank June 2010 - August 2010
BT Investment Management June 2006 - July 2009
BT Investment Management 2003 - 2006
Cap Gemini Ernst & Young June 2000 - December 2000
Skills
Financial Modeling, Investments, Valuation, Portfolio Management, Alternative Investments, Asset Managment, Equities, Mergers & Acquisitions, Hedge Funds, Capital Markets, Bloomberg, Investment Banking, Asset Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA with Distinction
University of Technology, Sydney 2000 — 2002
Bachelor of Information Technology, with Distinction
Highschool
Waller Helms Advisors July 2015 - Present
HealthEngine LLC June 2014 - June 2015
Goldman Sachs July 2011 - May 2014
UBS Investment Bank June 2010 - August 2010
Fox-Pitt, Kelton April 2006 - April 2009
Apex Systems October 2005 - April 2006
Trillium Trading, LLC September 2004 - September 2005
Skills
Investment Banking, Equities, Investment Management, Financial Modeling, Business Development, Equity Research, Finance, Sales, Client Development, Strategy Implementation, Sales Strategy, Business Strategy, Management, Customer Engagement, Fixed Income, Investments, Economics, Valuation, Portfolio Management, Capital Markets, Bloomberg, Hedge Funds, Leadership, Private Equity, Trading
Education
The University of Chicago Booth School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Finance, Accounting
The University of Chicago 2000 — 2004
BA, Economics
RBS Markets & International Banking 2013 - Present
EODEM LLC 2013 - Present
UBS Investment Bank 2011 - 2012
UBS Investment Bank 2007 - 2011
Dillon Read Capital Management 2006 - 2007
UBS Investment Bank 2005 - 2006
UBS Investment Bank 2000 - 2005
UBS Investment Bank 1999 - 2000
Barclays International Funds Group 1999 - 1999
Rabobank 1998 - 1999
Skills
Financial Risk, Fixed Income, Investments, Investment Banking, Prime Brokerage
Education
The London School of Economics and Political Science (LSE) 1996 — 1997
B. Comm/ B. Arts, Ecomonics/ History
University of Melbourne 1992 — 1997
B. Comm/ B. Arts, Economics/ German/ Japanese
melbourne grammar school
melbourne grammar school
Context Relevant February 2015 - Present
Citadel Investment Group August 2004 - August 2014
UBS Investment Bank 2003 - 2003
Education
The University of Chicago - Booth School of Business 2009 — 2012
Master of Business Administration (M.B.A.), Finance, Econometrics, Economics, Entreprenuership, Strategic Management
University of Illinois at Urbana-Champaign 2000 — 2004
Master of Science (M.S.), Computer Science
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor of Science (B.S.), Computer Science
Investor Analytics February 2012 - Present
UBS Investment Bank August 2007 - January 2012
Capital One Auto Finance 2005 - 2007
Skills
Quality Center, Agile Methodologies, Unix, Test Planning, Requirements Gathering, SDLC, SQL, Oracle, Atlassian JIRA, Unix Shell Scripting, Requirements Analysis, PL/SQL, Testing, User Acceptance Testing, Regression Testing, Software Quality..., QTP, Sybase, JIRA, Quality Assurance, Test Cases, XML, Scrum, Microsoft SQL Server, PostgreSQL, Databases, Data Warehousing, Linux, Eclipse, LoadRunner, Java, Subversion, ETL, VBScript, ClearCase, Test Automation, Test Management, Software Development, Performance Testing, Software Project..., DB2, Perl, System Testing, Agile Project Management, Web Services, Web Applications, Manual Testing, SOA, Spring, Oracle SQL
Education
The Maharaja Sayajirao University of Baroda 2001 — 2005
B.Sc(Maths) and P.G.D.C.A, Maths and Computer Applications
Zenith High School 1979 — 1990
UBS Investment Bank August 2007 - Present
UBS Investment Bank June 2006 - August 2006
Morgan Stanley October 2001 - June 2003
Skills
Valuation, Financial Engineering, Fixed Income Analysis, Asset Allocation, Bloomberg, Fixed Income, Quantitative Finance, Derivatives, Equities, Investment Banking, Capital Markets, Foreign Exchange, Hedge Funds, Structured Products
Education
University of Michigan 2003 — 2007
MSE, Financial Engineering
The Ohio State University - The Max M. Fisher College of Business 1998 — 2003
BSBA, Finance and Accounting
Entitle Direct Group, Inc. 2015 - Present
PartnerRe Principal Finance, Inc. September 2007 - December 2014
Quilvest July 2005 - September 2007
Conning Capital Partners July 2002 - July 2005
UBS Investment Bank August 1998 - August 2000
RBC Capital Markets August 1996 - August 1998
Skills
Underwriting, Financial Risk, Portfolio Management, Property & Casualty..., Investments, Asset Management, Business Analysis, Private Equity, Real Estate Private...
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2000 — 2002
Master of Business Administration (MBA)
Wilfrid Laurier University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance and Accounting, Dean's Honors List
Carlos Taylor - Life Coach January 2015 - Present
BabyCenter (Johnson & Johnson) April 2013 - June 2015
LifeScan, Inc., a Johnson & Johnson Company May 2012 - April 2013
Janssen, Pharmaceutical Companies of Johnson and Johnson June 2011 - May 2012
LifeScan, Inc., a Johnson & Johnson Company January 2010 - June 2011
UBS Investment Bank June 2008 - August 2008
The Huntington National Bank August 2006 - May 2008
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Forecasting, Valuation, Financial Reporting, Accounting, Process Improvement, Data Analysis, Analysis, Budgets, Cross-functional Team..., Business Planning, Visio, Microsoft Excel, SAP, Finance, Strategic Financial..., Sarbanes-Oxley Act, Variance Analysis, Financial Forecasting
Education
The Ohio State University Fisher College of Business 2005 — 2009
BS / BA, Finance, International Business, Spanish
Macquarie July 2013 - Present
Macquarie Bank 2007 - 2010
Macquarie Group 2005 - 2007
UBS Investment Bank 2003 - 2005
London School of Economics 2002 - 2002
Skills
Private Equity, Investment Banking, Hedge Funds, Equities, Investments, Alternative Investments, Mergers & Acquisitions, Financial Modeling, Project Management, Strategic Planning, Financial Analysis, LBO, Corporate Finance, Due Diligence, Valuation, Deal Execution, Structured Finance, Credit Analysis
Education
The London School of Economics and Political Science (LSE) 2001 — 2002
Master's Degree, Management Sciences (Decision Sciences)
The London School of Economics and Political Science (LSE) 1998 — 2001
Bachelor's Degree, Management Sciences – Application of Mathematics and Statistics to Management
Devon Capital May 2009 - Present
Blank Canvas Labs March 2013 - June 2014
HSH Nordbank January 2008 - April 2009
HSH Nordbank December 2006 - December 2007
UBS Investment Bank November 2005 - April 2006
Skills
Python, erlang, Big Data, Service Oriented..., Text Mining, C, Distributed Systems, C++, Fixed Income, JavaScript, Programming, Multithreading, MongoDB, Clojure, ElasticSearch, Data Science, NoSQL, Functional Programming, Linux, DevOps, Java, XMPP, Hadoop, Software Development, Amazon Web Services..., Derivatives, Cloud Computing, SQL, DB2, Redis
Education
The University of Bonn 2001 — 2007
Master, Computer Science: Computational finance, Artificial Intelligence, Data Mining
IBM Analytics May 2013 - Present
Goldberg & Hohmann, LLC May 2010 - May 2013
General Electric June 2009 - April 2010
UBS Investment Bank April 2007 - May 2008
Washington Mutual, Inc. January 2007 - April 2007
Washington Mutual, Inc. July 2005 - December 2006
CoBank, ACB January 2000 - June 2005
Bank of America May 1987 - January 2000
Skills
ALM, Interest Rate Risk..., Financial Risk..., Funds Transfer Pricing, Performance Measurement, Venture Financing, Capital Markets, Market Risk, Risk Management, Fixed Income, Portfolio Management, Credit Risk, Derivatives, Financial Risk, Financial Modeling, Enterprise Risk...
Education
The University of Connecticut School of Business 2011 — 2012
Masters of Science, Financial Risk Management
University of South Carolina - Darla Moore School of Business 1982 — 1987
BS, Finance & Management Science
Pine River Capital Management April 2015 - Present
Annaly Capital Management/FIDAC March 2013 - March 2015
UBS Investment Bank 2006 - April 2012
Wachovia Securities LLC 2003 - 2006
Standard & Poor's 2000 - 2003
Banc of America Securities 1997 - 2000
The Greater Downtown Partnership 1996 - 1996
Education
The Ohio State University Fisher College of Business 1995 — 1997
MBA, Business
University of Connecticut
Goldman Sachs 2014 - Present
FDX Capital 2012 - 2014
UBS Investment Bank 2012 - 2012
UBS Investment Bank 2009 - 2012
UBS Investment Bank 2006 - 2008
Skills
Bloomberg, Capital Markets, Hedge Funds, Equities, Series 7, Valuation, Electronic Trading, Fixed Income, Alternative Investments, CDS, Series 63, Trading
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Accounting, Entrepreneurship
Vanderbilt University
Bachelor of Science (B.S.), Economics
British Consulate-General Chicago November 2011 - Present
MLER 2011 - 2013
Council on Legal Education Opportunity (CLEO) December 2009 - June 2011
Center for Companies That Care 2009 - 2009
Youth About Business 2008 - 2009
United Nations Development Programme May 2005 - April 2008
UBS Investment Bank January 2001 - May 2004
Bank One July 1998 - December 2000
Chancery Lane Barrister's Chambers 1995 - 1995
Skills
Software Licensing, Hardware Purchasing, Contract Negotiation, Non-profits, Policy, Writing, Strategic Planning, Corporate Social..., Negotiation, Fundraising, Program Management, Analysis, Event Planning, Policy Analysis, Organizational..., Governance, International..., Change Management, Editing, Mentoring, Planning, Teaching, Community Outreach, Spanish, Team Building, Project Planning, Public Policy, Government, Corporate Law, Purchasing, NGOs, Nonprofits, Management, Community Development, Due Diligence, CRM, International Relations, Project Management, Leadership, Legal Writing, Legal Research, Procurement, Strategy, Proposal Writing, Strategic Communications, Public Speaking, Politics, Human Resources, Research, Public Relations
Education
The Ohio State University 1993 — 1996
JD, Law
The Ohio State University Moritz College of Law 1993 — 1996
JD, Law
University of Michigan 1990 — 1993
A.B., English and History
Villa Corsi-Salviati 1990 — 1991
Radclift Capital Mortgage January 2010 - Present
Radclift Capital Mortgage 2010 - 2010
Goldman Sachs 2007 - 2008
UBS Investment Bank 2003 - 2007
Salomon Smith Barney 2001 - 2003
Credit Suisse First Boston 1995 - 2000
KPMG 1989 - 1994
Education
The University of Chicago Booth School of Business 1994 — 1995
Progressive Insurance August 2012 - Present
University of Chicago Booth School of Business September 2010 - June 2012
T Rowe Price August 2007 - July 2010
UBS Investment Bank 2005 - 2007
Skills
Financial Modeling, Valuation, Equity Research, Investment Banking, Financial Analysis, Equities, Equity Valuation, Corporate Finance, Capital IQ, Fixed Income, Investments, Competitive Analysis, Capital Markets
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, 2012
University of Notre Dame 2001 — 2005
BBA, Finance
St Gregory the Great
St Gregory the Great
St Gregory the Great
Invitation Homes April 2013 - Present
Invitation Homes June 2012 - April 2013
Jefferies & Company July 2010 - February 2012
Goldman Sachs April 2007 - June 2008
Banc of America Securities September 2003 - April 2007
CENTER FOR PRIVATE EQUITY AND ENTREPRENEURSHIP June 2002 - September 2002
PepsiCo July 2000 - July 2001
Cowen and Company March 1998 - June 2000
UBS Investment Bank October 1996 - March 1998
Skills
Mergers & Acquisitions, Investment Banking, Investments, Portfolio Management, Asset Management, Real Estate, Capital Markets, Private Equity, Valuation, Financial Modeling, Corporate Finance, Asset Managment, Due Diligence, Real Estate Economics, Equities, CMBS, Financial Analysis, Financial Structuring, LBO, Alternative Investments, Structured Finance, Hedge Funds, Investment Properties, Real Estate Financing, Corporate Development, Asset Dispositions, Entrepreneurship, Leases, Acquisitions, Finance, Strategy, Residential Homes, Disposition, Real Estate Private..., Investor Relations
Education
The Tuck School of Business at Dartmouth 2001 — 2003
MBA, General Management, Finance, Accounting, Real Estate
University of Pennsylvania 1992 — 1996
BA, Economics, English
Thomas Worthington High School 1988 — 1992
Societe Generale August 2005 - Present
UBS Investment Bank August 1998 - July 2005
Ernst & Young 1994 - 1994
Skills
Structured Products, Equity Derivatives, Credit Derivatives, Convertible Bonds, Investment Banking, Capital Markets, Structured Finance, Derivatives, Financial Structuring, Hedge Funds, Fixed Income, Equities, Volatility, Alternative Investments, Private Equity, Options, Investments, Financial Markets
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance
University of Southern California 1986 — 1990
BS, MAcc, Accounting
SBHS
SBHS
Leerink Partners LLC 2012 - Present
Bank of America Merrill Lynch 2010 - 2012
Macquarie Bank 2008 - 2010
UBS Investment Bank 2003 - 2008
Merrill Lynch 2000 - 2003
J.C. Bradford & Co 1994 - 1998
Skills
Series 7, Series 63, Series 79, Manage Client..., New Business Generation, Negotiation, Merger & Acquisitions, Capital Raising, Problem Solving, Deal Execution, LBO, Licensing, Defense, Capital Markets, Capital Structure, Corporate Finance, Convertible Bonds, Debt, Equities, Financial Modeling, Financial Analysis, Accounting, Business Strategy, New Business Development, New Business..., Healthcare, US Healthcare, Biotechnology, Biopharmaceuticals, Pharmaceutical Industry, Medical Devices, Mergers, Mergers & Acquisitions, Finance, Financial Structuring, FINRA, Leveraged Finance, Valuation, Investment Banking, M, IPO, Equity Valuation, Bloomberg, Equity Capital Markets, DCF, Financial Markets, Due Diligence
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Entrepreneurial Finance and Strategic Management
University of Pennsylvania 1990 — 1994
Bachelor of Arts, American History
University of Pennsylvania - The Wharton School 1990 — 1994
Bachelor of Science, Economics with a concentration in Finance
First New York Securities January 2011 - June 2013
Cohen & Company April 2009 - August 2010
Barclays Capital 2006 - 2008
UBS Investment Bank 2004 - 2006
Banc of America Securities 1997 - 2003
Andersen Consulting 1990 - 1995
Skills
Capital Markets, Credit, Relative Value, CDS, Securities, Bonds, Fixed Income, Special Situations, High Yield, Hedge Funds, Portfolio Management, Credit Derivatives, Trading, Equities, Investments
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance, Policy Studies
The Ohio State University 1987 — 1990
BSBA, Business Management
United States Air Force Academy 1985 — 1987
Aero/Astro Engineering
Citi November 2008 - Present
School for International and Public Affairs, Columbia University 2007 - 2015
School for International and Public Affairs, Columbia University 2007 - 2015
School for International and Public Affairs, Columbia University 2007 - 2015
Citigroup 2001 - December 2008
UBS Investment Bank February 2001 - October 2001
JP Morgan March 1999 - February 2001
Credit Suisse First Boston March 1994 - March 1999
Merrill Lynch May 1992 - March 1994
Bankers Trust Company March 1989 - April 1992
Skills
Sales Management, Asset Management, FX, Financial Markets, Derivatives, FX Options, Asset Managment, Institutional..., Hedge Funds, Investments, Fixed Income, Emerging Markets, Strategy, Investment Banking, Business Planning, Commodity, Trading, Foreign Exchange, Electronic Trading, CRM, Trading Systems, Equities, Risk Management, FX trading, Options, Alternative Investments, Capital Markets, Proprietary Trading, Bloomberg, Bonds
Education
The London School of Economics and Political Science (LSE) 1984 — 1985
M. Sc., Economics
Wellesley College 1979 — 1983
B.A., Economics
College du Leman 1977 — 1979
HS Diploma
Informa Global Markets October 2013 - Present
Hadjidemosthenous Property Developers September 2011 - September 2013
Credit Agricole CIB May 2006 - November 2010
UBS Investment Bank July 2004 - May 2006
UBS Investment Bank September 2000 - July 2004
Skills
Derivatives, Valuation, Hedge Funds, Venture Capital, Capital Markets, Financial Modeling, High Yield, Investment Banking, Corporate Finance, ABS, Emerging Markets, Fixed Income, Structured Finance, Interest Rate..., Credit Derivatives, Structured Products, Securitization, Financial Structuring, Special Situations
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Master of Business Administration (MBA), Finance
University of Cambridge 1996 — 1997
MPhil, Economics
The London School of Economics and Political Science (LSE) 1993 — 1996
Bsc, Economics
TD Bank September 2015 - Present
Citi June 2014 - August 2014
Ecobank Transnational Incorporated August 2011 - December 2013
Global Ratings 2009 - 2010
Logan Circle Partners Investment 2007 - 2009
UBS Investment Bank 2005 - 2005
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Emerging Markets, Portfolio Management, Private Equity, Equities, Investments, Investment Banking, Due Diligence, Asset Management, Capital Markets, Risk Management, Banking, Strategy, Business Strategy, Finance
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Strategic Management and Economics
University of Pennsylvania - The Wharton School 2002 — 2006
Finance
Northfield Mount Hermon School (NMH) 2001 — 2002
BMO Capital Markets August 2009 - Present
Rothschild October 2001 - August 2009
UBS Investment Bank 1998 - 2000
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Accounting, Economics and Finance
University of Illinois at Urbana-Champaign
B.S., Chemical Engineering
Tough Mudder LLC January 2014 - Present
Tough Mudder LLC August 2013 - December 2013
Tough Mudder LLC May 2012 - August 2013
Bain & Company July 2011 - May 2012
Bain & Company February 2009 - July 2011
UBS Investment Bank June 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Market Research, Change Management, Program Management, Training & Development, Management Consulting, Business Strategy, Strategy Development, Creative Problem Solving, Innovative Problem..., Market Evaluation, Customer Insight, Strategic Communications, Numerical Modeling, Operational Due..., Risk Management, Strategy, Management, Strategic Consulting
Education
The London School of Economics and Political Science (LSE) 2005 — 2008
BSc., Philosophy and Economics
Cleveland Museum of Art May 2013 - Present
Bizdom January 2013 - Present
L April 2009 - August 2011
Cleveland Arts Prize 2010 - 2011
Lehman Brothers 2000 - 2002
UBS Investment Bank May 1994 - April 2000
Skills
Leadership, Marketing Strategy, Microsoft Office, Marketing, Strategic Planning, Business Strategy, Public Speaking, Nonprofits
Education
The Tuck School of Business at Dartmouth 1991 — 1993
MBA, Business
The Tuck School of Business at Dartmouth 1991 — 1993
MBA, Business
Wellesley College 1983 — 1987
BA, Economics, Political Science
Shaker Heights Ohio
UBS Investment Bank October 2013 - Present
Deutsche Bank Securities December 2009 - September 2013
Goldman Sachs June 2006 - February 2009
Skills
Equities, Hedge Funds, Investment Banking, Equity Research, Equity Derivatives, Derivatives, Financial Modeling, Valuation, Options
Education
The Ohio State University 2002 — 2006
Economics & Finance
Connor Clark & Lunn Investment Mgmt June 2006 - Present
UBS Investment Bank July 2002 - July 2005
Education
The University of British Columbia / UBC 1998 — 2002
Bachelor of Commerce, Finance
Citi May 2014 - Present
Hammond Hanlon Camp LLC September 2013 - May 2014
Barclays Capital April 2007 - September 2013
UBS Investment Bank 2003 - 2007
Ziegler Capital Markets 2000 - 2003
Bank One 1997 - 2000
Skills
Capital Markets, Series 7, Credit Analysis, Investment Banking, Financial Modeling, Fixed Income, Public Finance, Structured Products, Structured Finance, Bonds, Corporate Finance, Valuation, Bloomberg, Derivatives
Education
The University of Chicago Booth School of Business 2003 — 2006
MBA, Finance, Economics, Strategy
University of Wisconsin-Whitewater 1993 — 1997
BBA, Finance
Moelis & Company 2009 - Present
Bank of America Merrill Lynch 2004 - 2009
UBS Investment Bank 2001 - 2005
DLJ 1992 - 2001
Skills
Capital Markets, Corporate Finance, Equities, Hedge Funds, Investment Banking, LBO, M&A experience, Management, Private Equity, Telecommunications, Valuation, High Yield, Corporate Development, Private Placements, Leveraged Finance, Mergers, Financial Modeling, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business
MBA
Robert W. Baird & Co. January 2015 - Present
Robert W. Baird & Co. July 2008 - January 2015
UBS Investment Bank June 2007 - August 2007
Education
The University of Chicago - Booth School of Business 2011 — 2014
MBA
University of Minnesota - Carlson School of Management 2004 — 2008
BSB, Finance, Accounting
Gordon State College January 2012 - Present
Gordon State College January 2005 - December 2011
Gordon College January 2002 - December 2004
G-Bar Trading Partnership April 1998 - November 2001
UBS Investment Bank March 1991 - December 1997
Skills
Higher Education, Teaching, Curriculum Development, Public Speaking, Curriculum Design, Research Design, Program Evaluation, Research, Editing, Educational Technology, Community Outreach, Statistics
Education
The University of Chicago - Booth School of Business 1981 — 1985
MBA, Finance and Accounting
University of Pennsylvania 1970 — 1975
Doctor of Philosophy (Ph.D.), Demography
Yale University 1966 — 1970
Bachelor of Arts (B.A.), Sociology and Statistics
PwC January 2015 - Present
FTI Capital Advisors 2013 - December 2014
UBS Investment Bank 2002 - December 2012
Morgan Stanley January 1997 - December 2001
Lehman Brothers 1995 - 1997
Merrill Lynch 1991 - 1995
Skills
Equity Capital Markets, Transaction Origination, IPO, Readiness Assessments, Corporate Finance, Equity Valuation, Risk Management, Corporate Governance, Investment Banking, Equities, Fixed Income, Private Equity, Valuation, Securities, High Yield, Capital Markets, Mergers & Acquisitions, Private Placements, Financial Structuring, Due Diligence, Investments
Education
University of Pennsylvania - The Wharton School
BS in Economics, Finance Major and Anthropology Minor, magna cum laude
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (MBA)
Credit Suisse January 2010 - Present
UBS Global Asset Management June 2003 - December 2009
UBS O'Connor June 2000 - December 2009
UBS Alternative and Quantitative Investments LLC June 2000 - December 2009
The University of Chicago May 2001 - June 2009
UBS Investment Bank August 1994 - June 2000
Skills
Risk Management, Alternative Investments, Hedge Funds, Fund Of Funds, Derivatives, Asset Management, Capital Markets, Due Diligence, Structured Products, Equity Derivatives, Quantitative Finance, Equities, Fixed Income, Portfolio Management, Investment Banking
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.), Finance
UBS Investment Bank 2010 - Present
Credit Suisse First Boston 2003 - 2009
American Express SPG 2002 - 2003
Education
The London School of Economics and Political Science (LSE) 1999 — 2002
BSc Hons, Management Sciences
UBS Investment Bank 2004 - December 2009
Merrill Lynch 1990 - 2002
Skills
Risk Management, Market & Credit Risk, Value at Risk (VaR), Stress Testing, Credit Trading, Leveraged Finance, High Yield, Credit Derivatives, CVA, Structured Finance, Credit Risk, Valuation, Portfolio Management, Fixed Income, Equities, Financial Structuring, Trading, Capital Markets, Derivatives, Financial Risk
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance and Statistics
University of Chicago
Bachelor of Arts (AB), Economics
UBS Investment Bank March 2015 - Present
UBS Investment Bank June 2013 - Present
UBS Investment Bank July 2011 - June 2013
UBS Investment Bank May 2010 - July 2011
UBS Investment Bank November 2009 - May 2010
UBS Investment Bank November 2008 - November 2009
UBS Investment Bank September 2007 - November 2008
Skills
Capital Markets, Equities, Finance, Financial Analysis, Corporate Finance, Investment Banking, Fixed Income, Valuation, Derivatives, Financial Modeling
Education
London School of Economics and Political Science 2003 — 2007
Bachelor of Science (BSc), Accounting and Finance
CIMA 2007 — 2010
Chartered Management Accountant
Jenwood Global, Ltd January 2015 - Present
The AOF Channel January 2011 - January 2015
UBS Investment Bank July 1991 - June 2008
Skills
Capital Markets, Hedge Funds, Equities, Television, Film, IPO, Derivatives, Options, Film Production, Private Equity, Trading, Investment Banking
Education
The University of Chicago Booth School of Business 1990 — 1994
MBA
University of Illinois at Urbana-Champaign - College of Business 1983 — 1987
WCHS
UBS Investment Bank June 2010 - Present
BNP Paribas September 1996 - June 2010
Education
University of Oxford 1992 — 1993
Master of Philosophy (M.Phil.), Economics
The London School of Economics and Political Science (LSE) 1989 — 1992
Bachelor of Science (BSc), Economics
Kingdon Capital Management January 2010 - January 2012
The Galleon Group May 2005 - November 2009
UBS Investment Bank June 1999 - May 2005
Skills
Equities, Prime Brokerage, Hedge Funds, Securities Lending, Securities, Bloomberg, Trading, Trading Systems, Derivatives, Soft Dollars, Best Execution, Eze Castle, Swaps, Follow-on Offerings, Equity Swaps, Synthetics, Syndicate, Oasys, Best Practices, Operational Due..., Operational Alpha, Capital Markets, ETFs, Alternative Investments, Settlement
Education
The Ohio State University 1995 — 1999
BA, Communications
Moody's Investors Service November 2008 - Present
UBS Investment Bank September 2001 - November 2008
JPMorgan Chase September 2000 - September 2001
Salomon Brothers November 1994 - September 2000
Skills
Investment Banking, Fixed Income, Capital Markets, Structured Finance, Derivatives, Corporate Finance, Bloomberg, Equities, Valuation, Financial Modeling, CDO
Education
University of Chicago Graduate School of Business 1984 — 1985
MBA, Finance & Accounting
UCLA 1980 — 1982
Bachelor of Arts (B.A.), Economics
UBS Investment Bank July 2013 - Present
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA
Whitman College 2002 — 2006
BA
Citi - Investment Banking May 2011 - Present
UBS Investment Bank August 2006 - April 2011
South Street Advisors LLC May 2000 - June 2004
Skills
Investment Banking, Financial Modeling, Valuation, Capital Markets, Portfolio Management, Corporate Finance
Education
The University of Chicago - Booth School of Business 2004 — 2006
Master of Business Administration (MBA), Accounting and Finance
New York University, Stern School of Business 1996 — 2000
Bachelor of Science (B.S.), Finance, International Business
Golden Gate Capital August 2015 - Present
Goldman Sachs July 2013 - July 2015
UBS Investment Bank June 2012 - August 2012
MokaFive May 2010 - July 2010
Skills
Financial Modeling, Investment Banking, Valuation, Bloomberg, Economics, PowerPoint, Microsoft Office, Microsoft Excel, Financial Analysis, Data Analysis, Corporate Finance, Equities
Education
Yale University 2009 — 2013
Bachelor’s Degree, Economics
London School of Economics and Political Science
United States Naval Academy April 2011 - April 2011
RBS Global Banking & Markets 2011 - 2011
City of Rochester 2009 - 2011
UBS Investment Bank 2010 - 2010
Merrill Lynch 2010 - 2010
Business Today 2010 - 2010
Education
The University of Chicago - Booth School of Business 2013 — 2018
Doctor of Philosophy (PhD), Finance
University of Rochester 2009 — 2013
B.A. & B.S., Finance, Mathematics, and Computer Science
DCI December 2012 - Present
UBS Investment Bank August 2011 - November 2012
J.P. Morgan 2010 - 2010
Skills
Investment Banking, Equities, Capital Markets, Valuation, Trading, Financial Modeling, Portfolio Management, Derivatives, Bloomberg, Corporate Finance
Education
The London School of Economics and Political Science (LSE) 2010 — 2011
Msc, Finance and Private Equity
Università Commerciale 'Luigi Bocconi' 2007 — 2010
Bachelor, Business Administration and Management
University of Pennsylvania - The Wharton School
The Heico Companies LLC 2008 - Present
Stony Lane Partners LLC 2007 - 2008
UBS Investment Bank 2004 - 2007
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA
University of Michigan - Stephen M. Ross School of Business 2003 — 2004
MA
University of Michigan
BS
UBS Investment Bank April 2008 - April 2011
Commerzbank AG 2011 - 2011
Standard Chartered Bank January 2007 - March 2008
Education
The University of Chicago - Booth School of Business 2000 — 2002
Master of Business Administration (MBA), Finance, General
UC Berkeley 1993 — 1998
Bachelor of Science (BS), Mechanical Engineering/Material Science Engineering
Cantor Fitzgerald December 2007 - December 2014
UBS Investment Bank 1994 - 2002
Skills
Management, Investments, Finance, Risk Management, Sales, Valuation, Financial Analysis, Financial Modeling, Capital Markets, Fixed Income, Bloomberg, Hedge Funds, Portfolio Management, Asset Management, Due Diligence, Trading, Alternative Investments, Investment Banking, Private Equity
Education
The University of Chicago Booth School of Business