Experience
Apex Clean Energy  2014 - Present
UBS Investment Bank   2006 - 2012
Chicago Board of Trade  2005 - 2005

Education
New York University, Stern School of Business   2012 — 2014
Master of Business Administration (M.B.A.), Corporate Finance

The University of New Mexico - Robert O. Anderson School of Management
BBA, Financial management

Experience
The Copper Insurance Agency of Allstate Insurance   August 2014 - Present
blur Group  August 2013 - February 2014
UBS Investment Bank   March 2012 - August 2012

Skills
Research, Social Media, Social Media Marketing, Writing, Management, Lead Generation, Social Networking, Online Marketing, Press Releases, Marketing Communications

Education
The University of Georgia   2005 — 2009
Bachelor of Arts (B.A.), English

Oxford University-Trinity College   2008 — 2008

Experience
ConocoPhillips  April 2014 - Present
ConocoPhillips  November 2012 - March 2014
ConocoPhillips  June 2011 - November 2012
ConocoPhillips  June 2010 - August 2010
BMO Capital Markets  June 2007 - September 2009
UBS Investment Bank   2006 - 2006

Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Energy, Business Strategy, Competitive Analysis, Forecasting, Risk Management, Investment Banking, Bloomberg, Finance, Mergers & Acquisitions, Data Analysis, Portfolio Management, Private Equity, Investments, Strategy, Business Analysis, Financial Reporting, Analysis, Economics, Capital Markets

Education
The University of Texas at Austin - Red McCombs School of Business   2009 — 2011
MBA, Finance

The University of Texas at Austin - Red McCombs School of Business   2004 — 2007
BBA, Finance

Experience
HSBC  May 2001 - October 2003
UBS Investment Bank   May 1997 - May 2001
UBS Investment Bank   September 1991 - February 1997

Skills
Project Management, Global Business..., PMO, Project Delivery, Delivering Projects, Budgets, Business Decision Making, Business Planning, New Business Development

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   1989 — 1991
Master of Business Administration (MBA), Business Administration and Management, General

University of Kansas   1985 — 1989
Bachelor of Science (BS), Business Administration and Management, General

Shawnee Mission South HS

Experience
MUFG Union Bank  August 2007 - Present
Lehman Brothers  August 2006 - August 2007
Total Gas & Power Ltd  June 2005 - August 2006
HESCO  February 2003 - June 2005
UBS Investment Bank   February 2002 - January 2003
Enron  January 1999 - February 2002
PG&E Energy Trading  August 1997 - January 1999

Skills
Commodity Markets, Portfolio Management, Energy Industry, Hedging, Commodity, Derivatives, Marketing, Strategic Planning, Structured Products, Credit, Equity Derivatives, Due Diligence, Contract Negotiation, Banking, Natural Gas, Interest Rate..., Economics, Energy, Bonds, Mergers & Acquisitions, Options, Finance, Loan Origination, Loans, Risk Management, Management

Education
The University of Texas at Austin   1985 — 1989
BA, Economics

Experience
UBS Investment Bank   July 2014 - Present
Great Range Capital   May 2013 - June 2014
The KU School of Business  August 2012 - May 2014
US Army  August 2010 - May 2014
Ericsson  January 2013 - May 2013

Education
University of Kansas   2010 — 2014
Bachelor of Science (B.S.), Finance; International Business Concentration

John Cabot University   2012 — 2012
Study Abroad, Rome, Italy

Accademia del Giglio, Italian Language Institute   2011 — 2011
Study Abroad, Florence, Italy

Experience
UBS Investment Bank   July 2014 - Present

Skills
Investment Banking, Financial Analysis, Valuation, Mergers & Acquisitions, Finance, Oil & Gas Modeling, M&A Modeling, MLPs, Cross-border M&A, Portfolio Management, Oil & Gas Industry, Due Diligence, Investments, Private Equity, Strategy, Management, Financial Modeling

Education
The University of Texas at Austin - The Red McCombs School of Business   2012 — 2014
Master of Business Administration (M.B.A.)

University of St. Thomas (TX)   2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance

Alexander Smith Academy   1998 — 2000
High School

Experience
Agility Forex Ltd   January 2013 - Present
Tradestone Markets   December 2009 - October 2011
UBS Investment Bank   October 2001 - February 2008
Greenwich Natwest   April 1998 - September 2001
Deutsche Bank  February 1996 - January 1998
Merrill Lynch  April 1991 - February 1996
CIBC Wood Gundy  1986 - 1991

Skills
Credit Trading, Equities, Trading, Financial Markets, Derivatives, Electronic Trading, Trading Systems

Education
The University of Sheffield
Maths

Experience
Citi  May 2014 - Present
HSBC  April 2013 - April 2014
Barclays  July 2009 - April 2013
Deloitte  June 2008 - November 2008
UBS Investment Bank   May 2007 - May 2008

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching

Education
University of Connecticut
Bachelor of Business Administration, Business and Technology

The University of Connecticut School of Business
Bachelor of Business Administration (BBA), Business and Technology

Experience
Triple Point Technology  August 2008 - Present
UBS Investment Bank   February 2007 - August 2008
Computer Horizons  July 2005 - February 2007
RBC Insurance  August 2003 - June 2005

Skills
Business Analysis, User Acceptance Testing, Quality Assurance, Testing, Project Management, Project Planning, SDLC, Requirements Analysis, Requirements Gathering, Agile Methodologies, Visio, Software Project..., Derivatives, Fixed Income, Quality Center, Data Modeling, Business Requirements, Risk Management, Integration, Commodity Markets, Management, FX Hedging, Commodity, Business Process, Energy Derivatives, ETRM, Trading Systems

Education
The University of Connecticut School of Business   2006 — 2008
MBA, Finance

Western University
BSC, Honors Computer Science / Software Engineering Specialization

Experience
Hatstand  January 2015 - Present
MOS Solutions   February 2014 - January 2015
InterDealer Trading Solutions  July 2012 - February 2014
UBS Investment Bank   May 2010 - May 2012
UBS Investment Bank   April 2005 - April 2010
UBS Investment Bank   2005 - 2010
UBS Investment Bank   2004 - 2005
UBS Investment Bank   2002 - 2005
UBS Investment Bank   1997 - 2002
TMG Financial Products   1993 - 1997

Skills
Fixed Income, Trading, Derivatives, Capital Markets, Investment Banking, Electronic Trading, Credit Derivatives, Interest Rate..., Structured Products, Trading Systems, Middle Office, Finance, CDS, Hedge Funds, Equities, Options, Bloomberg, Financial Risk, Bonds, Emerging Markets, High Yield, Prime Brokerage, Rates, Treasury, eTrading, Series 7, Securities, FX trading, Portfolio Management, Investment Management, Compliance, Market Data, Operational Risk, Financial Markets, Market Risk, Hedging, Financial Structuring, Equity Trading, Credit, Proprietary Trading, Quantitative Finance, Valuation, Foreign Exchange, Global Business..., Cyber-security, Regulatory Compliance

Education
New York University - Leonard N. Stern School of Business   1994 — 1996
Executive MBA, Finance

The University of Connecticut School of Business   1983 — 1986
BS, Finance

New Canaan High School   1978 — 1982

Experience
Bank of America  May 2015 - Present
Bank of America  October 2014 - Present
Millennium Partners  January 2014 - October 2014
RBS Markets & International Banking  March 2012 - January 2014
RBS Global Banking & Markets  November 2010 - March 2012
RBS Global Banking & Markets  May 2009 - November 2010
UBS Investment Bank   March 2007 - May 2009
Northdoor PLC   2004 - 2007

Skills
Equities, Trading, Banking, Exchange Connectivity, Trading Systems, Fixed Income, Electronic Trading, Low Latency, Market Data, Equity Derivatives, Investment Banking, Fidessa, FX Options, Back Office, Derivatives, Bloomberg, Business Analysis, Financial Markets, Capital Markets, Risk Management, Prime Brokerage, Credit Derivatives, Middle Office, Sybase

Education
University of Hull   2001 — 2004
BCs, Computer Science with Information Engineering

Experience
LifeWorx, Inc.   June 2008 - Present
UBS Investment Bank   August 2004 - February 2007
Self Employed  January 1997 - January 2007
Winston &  
 
Paine Webber  July 1994 - January 1996
Memorial Sloan-Kettering Cancer Center  November 1989 - August 1991

Skills
Entrepreneurship, Strategic Planning, Childcare, Social Media, Social Networking, Advertising, Marketing, Marketing Communications, Event Planning, Event Management, Public Relations, Social Media Marketing, Financial Services, Account Management, Alternative Investments, Nonprofits, Online Marketing, Time Management, Marketing Strategy, Teamwork, Affirmative Action, Healthcare, Public Speaking, Strategic Partnerships, Sales, Facebook, Photography, Customer Service, Microsoft Excel, Outlook, Microsoft Word, Project Management

Education
The University of Texas at Austin   1983 — 1985
BA, Economics

University of Bridgeport   1980 — 1982
Business

Experience
Virgin Pulse, Inc   March 2012 - Present
Virgin HealthMiles, Inc.   May 2004 - December 2011
easyGroup   2000 - 2004
Vine Telecoms Network Limited   1999 - 2000
UBS Investment Bank   September 1994 - September 1998

Skills
New Business Development, Sales, Start-ups, SaaS, Business Development, Product Marketing, Account Management, Salesforce.com, Product Management, Sales Management, Business Strategy, Leadership, Strategic Planning, Direct Sales, Business Planning, Management Consulting, Social Networking, Management

Education
The University of Edinburgh   1989 — 1993
MA, Economics and Politics

Experience
PJT Partners  August 2015 - Present
UBS Investment Bank   May 2013 - August 2015
UBS Investment Bank   2005 - July 2013
UBS Investment Bank   November 2011 - April 2012
UBS Investment Bank   September 2006 - December 2006
UBS Investment Bank   2001 - 2005

Skills
Talent Management, Human Resources, Global Compensation, Investment Banking, Recruiting, Succession Planning, Deferred Compensation, Employee Relations, Restructuring, Personnel Management, Strategy, Management, Capital Markets, Mergers & Acquisitions, Financial Services, HR Transformation, HR Consulting, Financial Analysis, Performance Management, Executive Search, Strategic HR, Business Analysis, Banking, Organizational Design, Financial Institutions, Analytics, Talent Acquisition, Business Strategy, Risk Management, Executive Management, Change Management, Employee Engagement, Onboarding, Leadership, CRM, Graduate Recruitment, Rewards

Education
The University of Glasgow   1996 — 2001
Management

Experience
Moody's Investors Service  July 2014 - Present
University of Connecticut  January 2011 - May 2014
UBS Investment Bank   June 2013 - August 2013
Yardarm Village Inn   June 2006 - August 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, English, Event Planning

Education
The University of Connecticut School of Business   2010 — 2014
Bachelor of Science, Finance, General

The University of Connecticut School of Business   2010 — 2014
Bachelor of Science in Business Administration (B.S.B.A.), Finance, General

Experience
Chevron  June 2015 - Present
Chevron  May 2014 - August 2014
Alta Mesa Holdings, LP  April 2013 - August 2013
Alta Mesa Holdings, LP  April 2012 - August 2012
Texas Land Engineers   May 2011 - August 2011
UBS Investment Bank   April 2011 - August 2011
Camp For All  January 2007 - January 2009
Ski Country Resorts and Sports   September 2007 - April 2008

Skills
Leadership, Nonprofits, AutoCAD, Engineering, Teamwork, Customer Service, Research, Investments, Finance, Petroleum, Microsoft Excel, Microsoft Office, PowerPoint, Matlab, Microsoft Word, Project Management, Team Leadership, Financial Modeling, Access, Budgets

Education
The University of Texas at Austin   2013 — 2015
Master of Science (M.S.), Petroleum Engineering

The University of Georgia   2008 — 2012
Bachelor of Science (B.S.), Engineering

Experience
The Bolde, Inc.   May 2014 - Present
Evercore Partners  August 2012 - Present
Microsoft  March 2008 - August 2012
UBS Investment Bank   February 2006 - March 2008
UBS Investment Bank   February 2002 - February 2006
Oliver Wyman & Co.   March 2000 - April 2002
Credit Suisse  1998 - 2000
Industry Canada  1996 - 1998

Skills
Vendor Management, Content Strategy, Community Engagement, SharePoint, content curation, Content Marketing, Information Literacy, Social Enterprise, Curating, Program Management, Investment Banking, CRM, Content Management, Management, Enterprise Software, Analysis, Market Research, Visio, Process Improvement, Project Management, Consulting, Analytics, Competitive Intelligence, Training, Mergers & Acquisitions, Strategy

Education
The University of Western Ontario   1996 — 1997
MIS

The University of Western Ontario   1994 — 1995
MA

The University of Lethbridge   1989 — 1994
BA

Experience
Barclays Investment Bank  May 2010 - August 2014
Scotiabank  March 2009 - April 2010
UBS Investment Bank   July 2004 - February 2009
Mirant  August 1996 - June 2004

Education
The University of Georgia
Doctor of Philosophy (Ph.D.), Economics

Experience
Facebook  2015 - Present
Microsoft Research  2012 - 2014
Information Sciences Institute  June 2009 - August 2009
Roland Berger Strategy Consultants  May 2008 - July 2008
UBS Investment Bank   June 2007 - August 2007
Teradata  June 2006 - June 2007

Skills
Natural Language..., Computational..., Machine Translation, Language Technology, Artificial Intelligence, Machine Learning, Text Mining, Pattern Recognition, Information Retrieval, NLP, Data Mining, Computer Science, Information Extraction, Algorithms

Education
The University of Edinburgh   2008 — 2011
Doctor of Philosophy (PhD), Artificial Intelligence

The University of Edinburgh   2004 — 2008
Bachelor of Science, First Class (Hons), 77%, Artificial Intelligence

HTL Spengergasse   1998 — 2003
Ing., Business and IT

Experience
Center Coast Capital Advisors, LP   April 2014 - Present
Tudor, Pickering, Holt & Co.   August 2012 - August 2013
UBS Investment Bank   July 2010 - July 2012
New York Yankees  June 2009 - January 2010
Jefferies & Company  June 2008 - August 2008
J.P. Morgan   May 2007 - August 2007

Skills
Valuation, Financial Modeling, Private Equity, Bloomberg, Corporate Finance, Financial Analysis, Investment Banking, Equity Research, Investments, Due Diligence, Hedge Funds, Business Development, Equities, Capital Markets, Mergers & Acquisitions, Microsoft Office, Microsoft Excel, PowerPoint

Education
The University of Texas at Austin   2004 — 2009
B.A., Plan II, History

The University of Texas at Austin - Red McCombs School of Business   2004 — 2009
B.B.A., Business Honors, Finance

St. John's School   2001 — 2004

Experience
Kroll Bond Rating Agency, Inc.   July 2015 - Present
GE Capital Real Estate  September 2006 - July 2015
GE Capital Real Estate  February 2002 - September 2006
GE Capital  August 1999 - February 2002
UBS Investment Bank   January 1998 - August 1999

Skills
Financial Risk..., Risk Management, Financial Modeling, Financial Analysis, Real Estate Economics, Valuation, Credit Risk, Credit, Financial Risk, Finance, Underwriting, Credit Analysis, Capital Markets, Corporate Finance, Structured Finance, Loans, Financial Structuring, Asset Management, Portfolio Management

Education
The University of Connecticut School of Business
MBA, Finance

University of Connecticut
BS, Finance

Experience
Capital Dynamics  March 2014 - Present
Capital Dynamics  October 2011 - February 2014
Capital Dynamics  June 2010 - September 2011
Greentech Capital Advisors  September 2009 - August 2010
UBS Investment Bank   July 2008 - August 2009
Australian Government  March 2007 - December 2007
Macquarie Bank  May 2006 - December 2006
CSG Solar Pty Ltd   July 2005 - December 2005
BP Solar Australia   January 2003 - June 2005

Skills
Renewable Energy, Solar Energy, Energy, Photovoltaics, Mergers & Acquisitions, Project Finance, Private Equity, Alternative Energy, Sustainable Energy, Analysis, Investments, Management, Equities, Engineering, Finance

Education
University of New South Wales   2002 — 2007
Bachelor's Degree, Engineering, First Class Honors

University of New South Wales   2002 — 2007
Bachelor's Degree, Commerce (Finance Major), Graduated with Distinction

The University of Texas at Austin   2004 — 2006
International Exchange / Study Abroad, Finance and Engineering

Experience
Mackintosh Investor Relations   May 2014 - Present
The Ryland Group  November 2005 - May 2014
UBS Investment Bank   July 2000 - October 2005
Janney Montgomery Scott LLC  January 1996 - January 1998

Skills
Investments, Equities, Capital Markets, Investor Relations, Asset Managment, Financial Modeling, Accounting, Corporate Communications, Marketing, Management, Valuation, Financial Analysis

Education
The University of Texas at Austin - Red McCombs School of Business   1998 — 2000
MBA, Finance

University of Michigan   1991 — 1995
BA, Political Science

HPHS   1987 — 1991

Experience
Perella Weinberg Partners  June 2010 - Present
UBS Investment Bank   June 2008 - June 2010
Westlake Securities  May 2007 - May 2008

Skills
Financial Modeling, Bloomberg, Investment Banking, Valuation, Asset Allocation, Asset Management, Private Equity/Venture..., Asset Managment, Private Equity, Alternative Investments, Investments, Equities, Capital Markets, Due Diligence, Hedge Funds

Education
The University of Texas at Austin   2003 — 2008
Master's degree, Accounting

The University of Texas at Austin   2003 — 2008
Bachelor of Business Administration (BBA), Business Honors

Experience
UBS Investment Bank   June 2015 - August 2015
Legacy Asset Management  May 2013 - August 2013
Ameriprise Financial Services, Inc.   June 2013 - June 2013
Legacy Asset Management  May 2012 - August 2012
Three Brothers Bakery   May 2012 - June 2012

Skills
Microsoft Excel, Equity Research, Microsoft Office, Market Research, PowerPoint, Microsoft Word, Operating Budgets, Leadership, Public Speaking, Social Media, Financial Analysis, Finance, Financial Modeling, Data Analysis

Education
The University of Texas at Austin - Red McCombs School of Business   2012 — 2016
Bachelor of Business Administration (B.B.A.), Energy Finance Track

The Kinkaid School   2005 — 2012

Experience
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

Experience
ReachForce  February 2008 - Present
Glamajama, LLC   March 2003 - July 2009
UBS Investment Bank   September 2004 - February 2008
Mentor Graphics  November 1999 - April 2004
Stonebridge Technologies, Inc.   January 1997 - November 1999

Skills
Oracle Certified DBA, Oracle PL/SQL..., ETL, JavaScript, HTML, Java, Debugging, Technical Leadership, Databases, Database Design, Database Administration, Data Modeling, Project Management, Data Integration, Data Integrity, Entrepreneurship, Software Engineering, SQL, SQL Tuning, SaaS, Java Enterprise Edition, Business Analysis, Oracle, Testing, Agile Methodologies, Enterprise Software, Scrum, Web Applications, Software Development, XML, Cloud Computing, Unix, Perl, Web Services, Linux, Software Project..., Integration, Software Design, Requirements Analysis, Data Quality, Consulting, Leadership

Education
The University of Texas at Austin - The Red McCombs School of Business   1992 — 1996
Bachelor of Business Administration (BBA), Management Information Systems

Experience
UBS Investment Bank   July 2015 - Present
UBS Investment Bank   May 2014 - August 2014
Lockheed Martin  May 2012 - July 2013
Lockheed Martin  May 2010 - July 2013
BearingPoint Consulting  August 2008 - January 2009
Lockheed Martin Aeronautics  May 2008 - August 2008

Skills
Business Strategy, Analysis, Data Analysis, Forecasting, Management, Accounting, Finance, Software Documentation, Budgets, Contract Management, Management Consulting, Proposal Writing, Testing, Financial Modeling, New Business Development, Contract Negotiation, Financial Analysis, Program Management, Valuation, Risk Management, Process Improvement, Corporate Finance, Six Sigma

Education
Southern Methodist University - Cox School of Business   2013 — 2015
Master of Business Administration (MBA), Finance & Accounting

The University of Texas at Austin - The Red McCombs School of Business   2006 — 2010
BBA, Finance; Investment Banking

Experience
Markit  June 2014 - Present
UBS  March 2011 - May 2014
UBS  June 2000 - May 2014
Interbank Roundtable Committee   July 2012 - July 2013
UBS  January 2001 - December 2011
UBS  October 2010 - June 2011
UBS  January 2008 - October 2010
UBS Investment Bank   January 2005 - December 2007
UBS  June 2000 - December 2005
Andersen Consulting  November 1994 - July 2000

Skills
Investment Banking, Back Office, Project Management, Change Management, Business Analysis, Requirements Gathering, Functional Design, Functional..., Workforce Planning, Organizational Design, Organizational..., Business Process..., Human Resource Planning, Technology Recruitment, Recruitment Tools, Diversity & Inclusion, LGBT community, Relational Data Modeling, Emerging Markets, Analysis, Analytics, CRM, Leadership, Management, Organizational..., Outsourcing, Program Management, Strategy

Education
University of Edinburgh   1990 — 1994
MA (Hons)

Experience
UBS Investment Bank   July 2015 - Present
UBS Investment Bank   June 2014 - July 2014
PNC  June 2013 - August 2013

Skills
Conversational French, Mastery of the Indian..., Goal-driven leader, Microsoft Office, Money Management, Teamwork, Time Management, French, Credit Analysis, Asset Based Lending, Cash Flow Lending, Financial Analysis, Teaching, Research, Networking, Investments, Start-ups, Finance

Education
The University of Georgia   2011 — 2015
Bachelor's degree, Finance, General

Experience
AmerisourceBergen  June 2015 - Present
Experian  May 2013 - Present
Citi  December 2010 - July 2012
UBS  February 2002 - December 2010
UBS Investment Bank   September 2003 - October 2007
UBS Investment Bank   February 2002 - May 2003
Enron  1997 - 2002
Enron  1997 - 2002
System One/Amadeus  1990 - 1995

Skills
IT Strategy, ITIL, Disaster Recovery, Change Management, Vendor Management, Investment Banking, IT Management, Business Continuity, IT Service Management, Trading Systems, Crisis Management, Business Continuity..., Process Improvement, SOX Compliancy, Distributed Team..., IT Infrastructure Design, Infrastructure Capacity..., Program Management, Account Management, Executive Management, Software Lifecycle..., IT Transformation, IT Infrastructure..., IT Infrastructure..., Global Service..., Unified Messaging, Platform Consolidation, New Technology..., Server Lifecycle..., Agile Project Management, IT Outsourcing, Service Delivery, Virtualization, Microsoft Exchange, Project Management, Data Center, Management

Education
The University of Texas at Austin   1981 — 1986
Bachelor's degree, Biology, General

Lotus Independent Instructor   1995 — 1996
Lotus Domino Certified Instructor Certification - CLI, Lotus Domino

Technical Leadership Management

"The Bottom Line" Project Leadership

Microsoft Implementing and Managing Exchange Infrastructure

Enhancing Leadership Impact

Information Systems Examination Board   2005 — 2005
Foundations Certificate in ITIL IT Service Management

Global Technology Operating Models

UBS "Leading Now" Management   2010 — 2010

Experience
BTIG  October 2009 - Present
UBS Investment Bank   May 2007 - October 2009
FirstWorthing  August 2004 - May 2007

Skills
Asset Managment, Alternative Investments, Hedge Funds

Education
The University of Texas at Austin   2000 — 2004
BBA

Experience
GE Capital  2014 - Present
Lloyds Banking Group  2012 - 2014
MasterCard Worldwide  2010 - 2012
UBS Investment Bank   2009 - 2010
UBS Investment Bank   2007 - 2009
Apollo Group Corporation   2006 - 2007

Skills
AML, KYC, OFAC, USA PATRIOT Act, Anti Money Laundering, Due Diligence, Bank Secrecy Act, Regulations, Legal Compliance, Financial Regulation, Compliance, Onboarding, Risk Assessment, Policy, Regulatory Requirements, Economic Sanctions, CIP, SEC, Screening, Securities, Fraud, Risk Management, BSA, Know Your Customer, Procedure Development, Legal Documents, Vendor Management, Reputational Risk, System Monitoring, FATF, Risk Rating, UN, EU, Procedure Creation, PEP, Negative News, Document Drafting, Office of Foreign..., SAR Fillings, Monitoring, Politically Exposed..., Remediation, Periodic Reviews, Enhanced Due Dilligence, Auditing, Internal Audit, UK Bribery Act, FCPA, Anti-bribery, Anti-corruption

Education
MBA   2006 — 2007
Master's Degree, Masters of Business Administration - MBA

The University of Connecticut School of Business   2001 — 2006
Bachelors, Bachelors of Science in Business Technology with Concentration in Finance

Westhill High School   1999 — 2001
HS Diploma

Experience
Credit Suisse  February 2010 - Present
UBS Investment Bank   June 2007 - 2009

Skills
Corporate Finance, Investment Banking, Emerging Markets, Capital Markets, Financial Modeling, Financial Markets, Finance, Structured Finance, Venture Capital

Education
Universidad de 'San Andrés'
Bachelor, Business Administration

The University of Texas at Austin
Exchange Student

Colegio Cardenal Newman

Experience
Reval  December 2014 - Present
Tufin  January 2013 - December 2014
Kyriba Corporation  November 2011 - December 2012
UBS Investment Bank   August 2010 - August 2011
Wells Fargo  April 2009 - August 2010
Leader 4 Life   2009 - July 2010
Merrill Lynch Investment Managers  September 2008 - April 2009
Screaming Sports   2007 - 2007

Skills
Training, Negotiation, Financial Analysis, Business Development, Marketing, Sales, Cold Calling, Banking, Finance, Salesforce.com, Risk Management, Microsoft Excel, Credit, Leadership, Strategy, Management, Recruiting, Solution Selling, CRM, Project Management, Microsoft Office, Customer Service

Education
The University of Georgia   2004 — 2008
BBA, Finance

University of Georgia - Terry College of Business   2004 — 2008
Bachelor of Business Administration, Finance

Experience
Jefferies LLC  February 2014 - Present
Imperial Capital, LLC  2012 - 2014
Vedder Price, P.C.   2011 - 2012
The Seaport Group  June 2010 - August 2010
Trilogy Capital  June 2009 - August 2010
UBS Investment Bank   May 2010 - May 2010

Skills
Bloomberg, Financial Modeling, Excel, Financial Analysis, Economics, Fixed Income Research, Distressed Debt, Series 7, Series 87, Series 86, Series 66, Risk Management, Equity Research, Microsoft Excel, Straight Talking, Fixed Income Analysis, Equities, Lacrosse, FINRA, Modeling, Uniform Combined State..., Investments, Investment Banking, Trading, Stock Picking, Credit Analysis, Portfolio Management, Corporate Finance, Special Situations, Capital Markets, LBO, Valuation, Finance, Hedge Funds, Restructuring, Workout, Fixed Income, Due Diligence, Securities, Boxing, Analysis, Strategy, Emerging Markets, Bonds, High Yield, Credit, Capital IQ, Private Equity, Structured Finance, Equity Valuation

Education
The University of Edinburgh   2008 — 2012
MA (Honours), Economics

Phillips Exeter Academy '08   2004 — 2008
High School

Hopkins School   2002 — 2004

Experience
Kayne Anderson Capital Advisors, L.P.   March 2015 - Present
UBS Investment Bank   July 2013 - March 2015
UTIMCO  August 2012 - May 2013
UBS Investment Bank   May 2012 - August 2012
Freescale Semiconductor  June 2011 - August 2011

Skills
Capital IQ, Bloomberg, Financial Modeling, Valuation, Financial Analysis, Investments, Bloomberg Terminal, Equities, Portfolio Management, Equity Research, Due Diligence, Investment Banking, Data Analysis, Microsoft Excel, Corporate Finance, PowerPoint, SAS, Risk Management, @Risk, Access

Education
The University of Texas at Austin   2009 — 2013
Bachelor of Business Administration (BBA), Finance, General

Experience
UBS Investment Bank   August 2015 - Present
University of Georgia  May 2014 - Present
UBS Investment Bank   June 2015 - August 2015
Frisch Capital Partners, LLC  September 2014 - May 2015
U.S. Securities and Exchange Commission   January 2015 - March 2015
Aramark  April 2011 - September 2013
Capital City Club  June 2012 - July 2012

Skills
Corporate Finance, Public Speaking, Leadership, Investment Banking, Asset Based Lending, Credit Analysis, Valuation, Sponsored Buyouts, Private Placements, Financial Modeling, Accounting, PowerPoint, Financial Statement..., Microsoft Excel

Education
The University of Georgia
Bachelor of Science (B.S.), Mathematics

University of Georgia - Terry College of Business
Bachelor of Business Administration (B.B.A.), Banking and Finance

Experience
GE Ventures  January 2015 - Present
GE Oil & Gas  July 2014 - January 2015
UBS Investment Bank   July 2013 - June 2014
UBS Investment Bank   June 2012 - August 2012
Lime Rock Partners / Artificial Lift Company   January 2012 - May 2012
Tyco - Thermal Controls Division   July 2009 - July 2011
Tyco - Thermal Controls Division   November 2008 - July 2009
Tyco - Thermal Controls Division   July 2006 - November 2008
Arbin Instruments  April 2005 - July 2006

Skills
Manufacturing, Competitive Analysis, Business Strategy, Cross-functional Team..., Business Development, Energy, Product Development, Engineering, Six Sigma, Product Management, Project Management, New Business Development, Financial Modeling, Forecasting, Strategic Planning

Education
The University of Texas at Austin - The Red McCombs School of Business   2011 — 2013
MBA, Finance

The University of Texas at Austin   1999 — 2004
BS, Electrical Engineering

Experience
Westwood  October 2004 - August 2015
UBS Investment Bank   June 2000 - September 2004
Arthur Andersen LLP  1998 - 1999

Education
The University of Texas at Austin   1993 — 1997
B.A., Economics

Experience
Round Table Investment Management Company   March 2014 - Present
Rareview Macro LLC   May 2013 - Present
Navigate Advisors LLC   September 2007 - May 2013
UBS Investment Bank   January 2000 - January 2007
Gelber Group LLC  1998 - 2000
Merrill Lynch  1996 - 1998
Bankers Trust  1988 - 1996

Skills
Hedge Funds, Economics, Fixed Income, Equities, Equity Derivatives, Foreign Exchange, Commodity Markets, Investment Strategies, Trading, Portfolio Management, Central Banks, Mutual Funds, Family Office, Pension Funds, Investment Advisory, Interest Rate..., FX Derivatives, Model Portfolios

Education
The University of Montana - School of Business Administration   1982 — 1987
BS in Finance and Economics

Experience
Swank Capital, LLC  October 2012 - Present
Highland Capital Management  March 2007 - September 2012
UBS Investment Bank   May 2004 - February 2007
Deloitte Consulting  2000 - 2002
CCF Charterhouse   1998 - 2000

Education
The University of Texas at Austin - Red McCombs School of Business   2002 — 2004
MBA, Finance

Villanova University   1994 — 1998

Ramsey High School   1990 — 1994
Diploma

Experience
UBS Investment Bank   2007 - Present
UBS  September 2002 - Present
UBS Investment Bank   September 2002 - January 2007

Skills
Project Management, Risk Management, Process Improvement, Management, Change Management, Business Process..., Banking, Business Analysis

Education
The University of Edinburgh   1998 — 2002
MA, Philosophy & Economics

Experience
WPM LLC   September 2014 - Present
Morgan Stanley  September 2010 - August 2014
UBS Investment Bank   May 2005 - August 2010
McKinsey & Company  April 1995 - May 2005
KPMG  September 1993 - May 1995
Dun & Bradstreet  1988 - 1993

Skills
Management, Change Management, Leadership, Strategy, Program Management, PMO, Strategic Planning, Governance, Business Intelligence, Consulting, Cross-functional Team..., ERP, Financial Services, Business Analysis, Portfolio Management, Finance, Business Process..., Vendor Management, Team Building, IT Strategy

Education
The University of Connecticut School of Business   1982 — 1986
MBA, Finance

The University of Connecticut   1980 — 1984
MBA, Finance

Experience
Thirstie  July 2013 - Present
Trident Municipal Research LLC   September 2011 - March 2015
Alprion Capital Management LP   October 2009 - March 2014
UBS Investment Bank   April 2004 - June 2008
Citigroup  1994 - 2004
Dean Witter  1992 - 1994
Lehman Brothers  1985 - 1992
JJ Kenny  1987 - 1989

Skills
Software Development, API Development, Web Development, Web Applications, Database Design, Mobile Applications, Fixed Income, Bonds, Trading, Hedge Funds, Investments, Investment Banking, Financial Risk, Capital Markets, Financial Modeling, Municipalities, Valuation, Portfolio Management, Trading Systems, Alternative Investments

Education
The University of Texas at Dallas   1983 — 1984
Bachelor of Science, Physics

Experience
Credit Suisse  June 2012 - Present
UBS Investment Bank   March 2010 - May 2012
UBS Investment Bank   July 2007 - March 2010
UBS Investment Bank   July 2005 - July 2007

Skills
Series 3, Series 7, Series 63, Fixed Income, Commodity, Financial Markets, Trading, FINRA, Investment Banking, Capital Markets, Derivatives, Equity Derivatives, Swaps, Electronic Trading, Prime Brokerage, Trading Systems, FX Options, Hedge Funds, Alternative Investments, Options, Equities, Bloomberg

Education
The University of Connecticut School of Business   2001 — 2005
BS, Finance / Economics

Experience
Kayne Anderson Capital Advisors  January 2011 - Present
UBS Investment Bank   June 2010 - January 2011
Alvarez and Marsal  June 2008 - June 2010
Bear Stearns  July 2006 - June 2008
Ernst & Young  July 2002 - July 2004
Arthur Andersen  May 1999 - July 2002

Education
The University of Texas at Austin - Red McCombs School of Business   2004 — 2006
MBA, Finance

University of Oklahoma   1994 — 1999
BBA, Accounting, Information Systems

Experience
Seton Hall University  July 2008 - Present
UBS Investment Bank   May 2007 - June 2008
ASAP Solutions  August 2003 - June 2005

Skills
SDLC, Unix, Oracle, Java, SQL, Visio, Requirements Analysis, Business Intelligence, Microsoft SQL Server, Linux, Java Enterprise Edition, MySQL, Program Management, Agile Methodologies, Project Management, Perl, Shell Scripting, XML, Business Objects, PL/SQL, Higher Education, HTML, Databases, Crystal Reports, Business Analysis

Education
Manava Bharati School

The University of Texas at Dallas
M.S., Computer Science

Visvesvaraya Technological University
B.E., Computer Science

Experience
UBS Investment Bank   April 2015 - Present
UBS Investment Bank   March 2013 - April 2015
UBS Investment Bank   January 2012 - March 2013
UBS Investment Bank   March 2011 - March 2013
Electric Boat  September 2009 - March 2011
Pfizer  May 2009 - August 2009
United States Marine Corps  August 2001 - August 2005

Skills
Microsoft SQL Server, Oracle SQL, Data Analysis, .NET, Business Objects, VBA, Microsoft Office, Microsoft Excel, Business Intelligence

Education
The University of Connecticut School of Business   2005 — 2009
Bachelor of Business Administration (BBA), Management Information Systems, General

Experience
Clinton Group (SEC Registered Investment Advisor, AUM 1.2B)   November 2013 - February 2015
Family Urgent Health Care   April 2012 - May 2013
Forum Asset Management LLC (Global Macro Hedge Fund, AUM $500M)   May 2011 - May 2012
Mansourov LLC (Private Co)   October 2008 - April 2011
DKR Capital Partners (Hedge Fund, AUM $8B)   May 2008 - September 2008
Mansourov LLC (Private Co)   January 2005 - May 2008
UBS Investment Bank   August 2000 - June 2002

Skills
MS Excel (Pivot tables,..., Bloomberg (basic..., Fluent in English and..., Customer Relations, Asset Allocation, Derivatives, Investment Banking, Hedge Funds

Education
The University of North Dakota   2002 — 2004
MBA, Finance

Kazan State Institute of Finance & Economics   1994 — 1998
BS, Economics

Experience
Oaktree Capital Management  September 2014 - Present
UBS Investment Bank   July 2012 - August 2014
UBS Investment Bank   June 2011 - August 2011
UTIMCO  June 2010 - December 2010

Skills
Financial Modeling, Valuation, Bloomberg, Investment Banking, Microsoft Excel, Financial Accounting, Business Valuation, Capital Raising, Mergers & Acquisitions, Corporate Finance, Private Equity, Financial Analysis, Due Diligence, Capital Markets, Finance, Equities, Data Analysis, Investments, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Music Industry, Food & Beverage

Education
The University of Texas at Austin - The Red McCombs School of Business   2008 — 2012
Bachelor of Business Administration (BBA), Finance

Experience
MarketAxess  January 2014 - Present
SURFACExchange   January 2012 - April 2013
The Stevens Group  2011 - 2012
Societe Generale  2010 - 2011
Millennium Partners  2004 - 2010
UBS Investment Bank   1997 - 2004
ACNielsen / Dun & Bradstreet   1996 - 1997
Donaldson, Lufkin & Jenrette   1996 - 1996
Visser Software Services, Inc.   1995 - 1996
Salomon Brothers  1990 - 1993

Education
The University of Texas at Austin
Bachelor of Architecture

Tulane University
Biomedical Engineering

Experience
Sony Computer Entertainment America LLC  March 2008 - Present
UBS Investment Bank   2005 - 2006

Education
The University of Texas at Austin
MS, Computer Science

University of Southern California
BS, Computer Science

Experience
SunTrust Robinson Humphrey  2013 - Present
UBS Investment Bank   2011 - 2013
Citi  2010 - 2011
Citi  2006 - 2009
Lehman Brothers  2005 - 2006

Skills
Mergers & Acquisitions

Education
Yale School of Management   2003 — 2005
Master of Business Administration (MBA), Finance, General

The University of Texas at Austin   1995 — 1998
Bachelor of Business Administration (BBA), Finance, General

Experience
e360 Power LLC   October 2009 - Present
e360 LLC   December 2008 - September 2009
UBS Investment Bank   June 2008 - August 2008
McCombs School of Business - Finance Department   October 2006 - May 2007

Skills
Natural Gas, Fundamental Analysis, Electricity Markets, Time Series Analysis, Programming, Process Automation, Options Strategies, Spreads, Futures Trading, Natural Gas Trading, Meteorology, Power Generation, Unix Shell Scripting, Matlab, Microsoft Excel, MySQL, Risk Management, Financial Risk

Education
The University of Texas at Austin - The Red McCombs School of Business   2005 — 2009
Bachelor of Business Administration (BBA), Finance