UBS Investment Bank

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UBS Investment Bank Employees

Employee
Years
Job
Industry
John McCullagh John McCullagh Greater New York City Area Details
John McCullagh's UBS Investment Bank Experience December 2003 - June 2014
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  October 2014 - Present
Gruss Capital Management   August 2014 - September 2014
UBS Investment Bank   December 2003 - June 2014
ABN AMRO Bank  October 2001 - November 2003
Goldman Sachs  June 1994 - September 2001

Skills
Hedge Funds, Equities, Prime Brokerage, Fixed Income, Derivatives, Middle Office, Series 7, Team Management, Capital Markets, Investment Banking, Swaps, FX Options, Relationship Management, Problem Solving, Portfolio Accounting, Collateral Management, Revenue Enhancement, Securities Lending, Balance Sheet..., Portfolio Management

Education
Trinity College, Dublin   1987 — 1990
Bachelor's degree, Computer Studies

Orlando Gutierrez Orlando Gutierrez Tampa/St. Petersburg, Florida Area Details
Orlando Gutierrez's UBS Investment Bank Experience May 2012 - August 2012
Job Investment Banking Analyst at Raymond James
Industry Investment Banking
Experience
Raymond James Financial Inc.  July 2013 - Present
UBS Investment Bank   May 2012 - August 2012
Citi  January 2011 - July 2011

Skills
Spanish, Corporate Finance, Financial Analysis, Financial Modeling, International Business, Investment Banking, Microsoft Office, Valuation

Education
University of Florida - Warrington College Of Business   2008 — 2013
BSBA, Finance

Universidad Antonio de Nebrija   2012 — 2012

Brian Yoon Brian Yoon Los Angeles, California Details
Brian Yoon's UBS Investment Bank Experience 2003 - 2004
Job Vice President at Deerpath Capital Management
Industry Investment Management
Experience
Deerpath Capital Management   2014 - Present
Imperial Capital, LLC  2011 - 2014
Goldman Sachs  2004 - 2009
UBS Investment Bank   2003 - 2004
Banc of America Securities  2002 - 2003

Education
University of California, Los Angeles - The Anderson School of Management   2009 — 2011
M.B.A, Finance

University of Virginia - McIntire School of Commerce   1998 — 2002
B.S, Commerce, Finance and Management

Antonio Purcell de Ogenio Antonio Purcell de Ogenio Greater Denver Area Details
Antonio Purcell de Ogenio's UBS Investment Bank Experience July 2000 - November 2001
Job Financial Professional, Prudential Insurance Company of America
Industry Financial Services
Experience
Prudential Insurance of America   September 2013 - Present
Flowers Production Entertainment LLC   April 2009 - Present
Denver Health  September 2002 - July 2013
Bally Total Fitness  February 2002 - September 2002
Veterans Health Administration  October 2001 - February 2002
UBS Investment Bank   July 2000 - November 2001
U.S. Army, Martin Army Community Hospital   February 1999 - July 2000
U.S. Army, Martin Army Community Hospital   October 1997 - February 1999

Skills
Community Outreach, Training, Healthcare, Program Management, Research, Public Speaking, Process Improvement, Customer Service, Management, Case Management, Healthcare Management, Clinical Research, Project Planning, Social Media, HIV prevention, Marketing, Marketing Strategy, Budgets, Workshop Facilitation, Investments, Behavioral Science, Facilitation, Group Facilitation, Counselor, Entertainment Bookings, Promoter, Promotions, Financial Planning, Insurance, Fixed Annuities, Variable Annuities, Mutual Funds, Financial Concepts, Artist Relations, Artist Developement, Long-term Care, Disability Insurance

Education
University of Colorado Health Sciences Center   2006 — 2007
MPH incomplete, Public Health

Troy State University   1997 — 2000
Master of Business Administration (MBA), Business Administration and Management, General, 3.3

University of Colorado at Colorado Springs   1993 — 1996
Bachelor's degree, Economics, 3.5

Philip Little Philip Little Charlotte, North Carolina Area Details
Philip Little's UBS Investment Bank Experience 2002 - 2005
Job
Industry Investment Banking
Experience
Wells Fargo Securities  2005 - Present
UBS Investment Bank   2002 - 2005
Instinet Corporation  1998 - 2002
Merrill Lynch  1994 - 1998
Telstra Australia   January 1990 - June 1994

Skills
Capital Markets, Trading, Equities, Electronic Trading, Trading Systems, Derivatives, Asset Management, Portfolio Management, Swaps, Investment Banking, Credit Derivatives, Fixed Income, Securities Lending, Prime Brokerage, Business Analysis, Risk Management, Equity Derivatives, Banking, Back Office, Financial Services, Unix, Foreign Exchange, Sybase, Investments, Market Data

Education
University of Pennsylvania - The Wharton School   2011 — 2013
Securities Industry Institute

FINRA   2007 — 2013
Series 7 and Series 99 certificates

University of Sydney
MBA, Business Administration

University of Technology, Sydney   1993 — 1994
Software Quality Assurance

Trinity College, Dublin   1985 — 1989
BAI in Engineering, BA in Mathematics

Jay Landgraf Jay Landgraf Greater New York City Area Details
Jay Landgraf's UBS Investment Bank Experience 2009 - 2012
Job High Yield Trader at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank   2009 - 2012
US Army  2005 - 2007
US Army  2004 - 2005
US Army  2002 - 2004

Education
Wharton School, University of Pennsylvania   2007 — 2009
Master of Business Administration (MBA), Finance and Management

United States Military Academy at West Point   1998 — 2002
Bachelor of Science (BS), Civil Engineering

Kate Powell Kate Powell Houston, Texas Area Details
Kate Powell's UBS Investment Bank Experience April 2015 - Present
Job Senior Advisor, A&D Advisory at UBS Investment Bank
Industry Oil & Energy
Experience
UBS Investment Bank   April 2015 - Present
BMO  September 2014 - March 2015
Raymond James albrecht   July 2012 - July 2014
Shell Global Solutions  November 2011 - July 2012
Evergreen Engineering LLC   February 2010 - December 2010
Chevron Oronite Company, LLC  June 2008 - July 2009
Office of Environmental Affairs   September 2004 - May 2008
Department of Energy at Tulane University   August 2006 - December 2006
Trinity Consultants  May 2005 - August 2005

Skills
Engineering, PHDWin, Petra, Economic Modeling, Customer Service, Microsoft Office, Project Planning, Project Engineering, Research, Process Engineering, Chemical Engineering, Waste, Manufacturing, Piping

Education
Tulane University   2004 — 2008
Bachelor of Science, Chemical Engineering

Erhan Altun Erhan Altun New York, New York Details
Erhan Altun's UBS Investment Bank Experience September 2013 - Present
Job US Credit Trading Business Manager
Industry Investment Banking
Experience
UBS Investment Bank   September 2013 - Present
UBS Investment Bank   September 2012 - August 2013
UBS Investment Bank   November 2011 - August 2012
Duale Hochschule Baden-Württemberg (DHBW)   September 2007 - March 2011
UBS Investment Bank   April 2010 - September 2010
Universität Ulm - Institut für Analysis / University of Ulm - Institute of analysis   October 2008 - July 2010
Universitätsklinikum Ulm (University Hospital Ulm)   January 2007 - December 2007
Institut für Wirtschaftspolitik Universität Ulm / Institute of economic policy at University of Ulm   May 2007 - June 2007
Stora Enso  July 2005 - October 2005
Franz Habisreutinger GmbH & Co. KG   October 2001 - October 2001

Skills
Mathematics, Mathematics Education, Tutoring, Finance, Trading, VBA, Microsoft Office, Microsoft Excel, Access, Business Performance..., Business Process..., Business Process..., Business Process...

Education
Universität Ulm   2005 — 2012
Diplom, Mathematik

Université de Fribourg/Universität Freiburg   2009 — 2010
Master's degree, pure mathematics

Brittany Miller Brittany Miller Boston, Massachusetts Details
Brittany Miller's UBS Investment Bank Experience August 2012 - August 2013
Job Research Analyst at GfK
Industry Financial Services
Experience
GfK  March 2014 - Present
East End Trading Company   April 2012 - Present
UBS Investment Bank   August 2012 - August 2013
Baker & McKenzie  August 2010 - June 2012

Skills
Litigation, Licensing, Legal Writing, Legal Research, Market Research, Intellectual Property, Economics, Private Equity, Corporate Law, Corporate Governance, Press Releases, Research, Investments, Business Development

Education
Saint Mary's University College   2012 — 2013
Master of Business Administration (MBA), International Business, Distinction

Union College   2005 — 2009
Bachelor of Arts (B.A.), Political Science, Economics, Honors in PSC department

Scituate High School   2001 — 2005

Jeff Domanski Jeff Domanski Greater New York City Area Details
Jeff Domanski's UBS Investment Bank Experience June 2014 - Present
Job Associate Director at UBS Investment Bank
Industry Computer Software
Experience
UBS Investment Bank   June 2014 - Present
New York University  December 2010 - June 2014
Perficient  April 2007 - December 2010
UPS  October 2005 - March 2007

Skills
Requirements Gathering, Business Intelligence, Business Analysis, Business Process, Change Management, SDLC, OBIEE, Requirements Analysis, Data Warehousing, Dashboard

Education
NYU Stern School of Business   2012 — 2015
Master of Business Administration (M.B.A.), Business Analytics

Towson University   2000 — 2004
BS, Computer Information Systems

Joseph Pennella Joseph Pennella New York, New York Details
Joseph Pennella's UBS Investment Bank Experience September 2014 - Present
Job Global Business Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank   September 2014 - Present
EY  July 2013 - September 2014
Ernst & Young  July 2011 - October 2013
501st Brigade Support Battalion, 1st Brigade, 1st Armored Division   October 2009 - March 2011
1st Combined Arms Battalion, 5th Brigade, 1st Armored Division   August 2008 - October 2009
Bravo Company, 5th Brigade, 1st Armored Divsion   January 2008 - August 2008
Bravo Company, Special Troops Battalion, 5th Brigade, 1st ARmored Division   December 2006 - January 2008

Skills
Project Management, Team Building, Team Leadership, SAS, Cost Management, Operations Management, Excel, Word, Problem Solving, PeopleSoft, Lotus Notes, Microsoft Technologies, Military Logistics, Supply Chain Management, Customer Service, Training, Process Improvement, Leadership, Microsoft Excel, Microsoft Word, Management, Military, Strategy, Project Planning, Business Strategy, Logistics, Budgets

Education
United States Military Academy at West Point   2002 — 2006
BS, Management

RH Senior High   1998 — 2002
Regents (NY State), Technology, 3.9 GPA (graduation)

Rae Lees Rae Lees Houston, Texas Area Details
Rae Lees's UBS Investment Bank Experience November 2007 - January 2011
Job Managing Director/Institutional Equity Sales at U.S Capital Advisors
Industry Investment Banking
Experience
U.S Capital Advisors   January 2011 - Present
UBS Investment Bank   November 2007 - January 2011
AG Edwards  2005 - September 2007
Stifel Nicolaus  2003 - 2005
Tucker Anthony  1999 - 2002
Hanifen Imhoff  1996 - 1999

Skills
Equity Research, Hedge Funds, Valuation, Financial Modeling, Portfolio Management, Investments, Bloomberg, Alternative Investments, Asset Managment, Capital Markets, Financial Advisory, Financial Analysis

Education
Vanderbilt University - Owen Graduate School of Management   1990 — 1992
MBA, International Finance

Trinity University   1986 — 1990
B.S., Marketing

Littleton High School   1983 — 1986

Brian Fitzgerald Brian Fitzgerald Greater New York City Area Details
Brian Fitzgerald's UBS Investment Bank Experience May 2009 - June 2012
Job Managing Director at Jefferies & Company
Industry Internet
Experience
Jefferies & Company  June 2012 - Present
UBS Investment Bank   May 2009 - June 2012
Bank of America  April 2006 - April 2009
Morgan Stanley  March 2000 - April 2006
Morgan Stanley  August 1997 - March 2000
2-7 Cavalry / 1-10 Cavalry / Task Force 4-4   July 1991 - July 1997

Skills
Investment Analysis, Equity Valuation, Financial Analysis, Competitive Analysis, Strategic Analysis, Helicopter Pilot, Analysis, Business Planning, Capital Markets, Corporate Finance, E-commerce, Equity Research, Equities, Finance, Financial Modeling, Forecasting, Hedge Funds, Investments, Leadership, Management, Mergers, Process Improvement, Strategy, Valuation

Education
New York University - Leonard N. Stern School of Business   1998 — 2000
MBA, Finance

United States Military Academy at West Point   1987 — 1991
BS, Mathematical Economics / Computer Science Engineering

Lauren Greenberg Lauren Greenberg New York, New York Details
Lauren Greenberg's UBS Investment Bank Experience June 2012 - August 2012
Job Program Fellow at Hazon
Industry Writing and Editing
Experience
Hazon  September 2013 - Present
Tufts Admissions Office   September 2012 - May 2013
Tufts Daily  September 2010 - May 2013
Tufts OneWorld   September 2009 - May 2013
UBS Investment Bank   June 2012 - August 2012
Oxford Rowing Club   January 2012 - June 2012
Tufts University Department of Computer Science  October 2011 - December 2011
Tufts Hillel Programming Board   October 2009 - December 2011
Groundwork Somerville  January 2011 - March 2011
Jewish Telegraphic Agency  June 2010 - August 2010

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Editing, Microsoft Word, Outlook

Education
Tufts University   2009 — 2013
Bachelor of Arts (B.A.), English Language and Literature, General

Oxford University

Ernie Arias Ernie Arias Greater New York City Area Details
Ernie Arias's UBS Investment Bank Experience January 1998 - August 2000
Job Studio Manager at Hogarth Worldwide
Industry Marketing and Advertising
Experience
Hogarth Worldwide  January 2014 - Present
JWT  October 2005 - December 2013
Sudler & Hennessey  January 2002 - August 2005
LyonHeart  September 1997 - 2002
JPMorgan Chase  April 2000 - August 2001
UBS Investment Bank   January 1998 - August 2000
3G Graphics   August 1997 - 1998

Skills
Studio Management, Advertising Management, Studio Manager, Ernie Arias, Advertising Studio..., Digital Asset Management, Manager in NYC, Workflow Solutions, Pre-press, Print Production, Bilingual, Graphic Design, New Business Development, Digital Design, Creative Development, Computer Graphics, Presentation Development, InDesign, Illustrator, Photoshop, Troubleshooting, Social Networking, Social Media, Digital Media, Advertising, Social Media Marketing, Adobe Creative Suite, Management, Digital Marketing

Education
Macintosh Learning Center   1996 — 1998
Graphic Specialist, Mac and Adobe software training

Universidad Autónoma de Santo Domingo   1985 — 1992

Universidad Dominicana O&M   1988 — 1990
Computer Sciences_Systems Engineering

Instituto Cultural Dominico Americano ICDA   1978 — 1985
English, English as a second language

Gerald Hees Gerald Hees Greater New York City Area Details
Gerald Hees's UBS Investment Bank Experience January 2000 - May 2008
Job Program Manager / Divisional Executive practiced in managing a portfolio of logistical projects and programs
Industry Financial Services
Experience
Major Hedge Fund in Westport CT   June 2010 - Present
Financial Services and Technology Firms   December 2008 - Present
UBS Investment Bank   January 2000 - May 2008
SBC Warburg  1994 - 2000
Swiss Bank Corporation  1983 - 1994

Skills
Business Process..., Product Development, Fixed Income, Equities, Hedge Funds, FX Options, Trading, Financial Markets, Portfolio Management, Options, Risk Management, Financial Modeling, Electronic Trading, Strategy, Securities, Investment Banking, Program Management, Capital Markets, Trading Systems, Derivatives, Cross-functional Team..., Market Risk, Market Data, Swaps, Equity Derivatives, Asset Management, Financial Risk, Investments, Banking, Emerging Markets

Education
Thunderbird School of Global Management   1982 — 1983
Master of International Management, International Finance

University of Arizona, Eller College of Management   1978 — 1982
BSBA, Finance and Business Economics

Faustino Cortina Faustino Cortina New Canaan, Connecticut Details
Faustino Cortina's UBS Investment Bank Experience March 2003 - Present
Job Managing Director, Head of Latin America Equities SalesUS at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank   March 2003 - Present
Goldman Sachs  April 1999 - March 2003
Credit Suisse  July 1995 - April 1999

Education
UCLA Anderson School of Management   1991 — 1995
MBA, International Management Fellow (IMF)

UCLA School of Law   1991 — 1995
JD

Eric Hambleton Eric Hambleton Greater New York City Area Details
Eric Hambleton's UBS Investment Bank Experience September 1999 - April 2000
Job Global Head of Equity Derivatives Legal and Prime Brokerage Legal and Managing Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  April 2000 - Present
Banc of America Securities  April 2000 - March 2009
UBS Investment Bank   September 1999 - April 2000
Brown & Wood LLP  September 1994 - August 1999

Skills
Equity Derivatives, Securities, Hedge Funds, Securities Regulation, Prime Brokerage

Education
Vanderbilt University Law School   1991 — 1994
J.D., Law

Trinity College-Hartford   1985 — 1989
B.A., History

Brett Miller Brett Miller Greater New York City Area Details
Brett Miller's UBS Investment Bank Experience January 2008 - June 2013
Job Sales Engineer at Violin Memory
Industry Financial Services
Experience
Violin Memory  June 2013 - Present
UBS Investment Bank   January 2008 - June 2013
UBS Investment Bank   October 2005 - January 2008
SKADDEN, ARPS  January 2001 - January 2005
SKADDEN, ARPS  January 2001 - January 2003
DMR Consulting inc  January 1999 - January 2001
P&O NEDLLOYD, LTD   January 1997 - January 1999
P&O NEDLLOYD, LTD   January 1995 - January 1997
Maher Terminals  January 1994 - January 1995

Skills
Contract Negotiation, Operations Management, Program Management, Strategic Planning, Project Management, Business Strategy, Budget, Technology Roadmapping, Enterprise IT Strategy, Capability Planning, Demand Solutions, Demand Supply Planning, Supply Strategy, ITIL Service Strategy, Strategic IT Management, Enterprise IT..., Infrastructure Capacity..., IT Infrastructure Design, IT Project & Program..., Execution of Business..., Start-up Consulting, Managing Start-ups, Internet Business..., Business Development, Enterprise Storage, Storage Architecture, Storage Migrations, SAN Architect, Veritas Volume Manager, Solaris Volume Manager, Solaris Zones, HP-UX, SunOS, Red Hat Linux, Military Experience, Military Logistics, IT Infrastructure..., Managing IT..., Vendor Co-ordination, Vessel Operations, Marine Operations, Shiphandling, Maritime Safety, Container Terminals, Stevedoring, Port Management, Terminal Operations, Yard Management, Leadership, Cross-functional Team...

Education
United States Merchant Marine Academy   1990 — 1994
BS, Marine Transportation

Central Dauphin East High School

Greg Leograndis Greg Leograndis San Francisco Bay Area Details
Greg Leograndis's UBS Investment Bank Experience 1997 - 1998
Job Managing Director at Passport Capital
Industry Investment Management
Experience
Passport Capital  July 2010 - Present
SME  2004 - 2007
WR Hambrecht  2000 - 2002
Volpe, Brown, Whelan   1998 - 2000
UBS Investment Bank   1997 - 1998
Robertson, Stephens & Co.   1994 - 1997
Kidder Peabody  1991 - 1994

Skills
Long/Short Equity, Alternative Investments, Asset Managment, Fund Of Funds, Commodity, Global Macro, Hedge Funds, Asset Allocation, Equities, Investments, Portfolio Management, Due Diligence, Private Equity, Trading, Securities, Investment Banking, Investment Strategies, Investment Advisory, Venture Capital, Investor Relations, Investment Management, Asset Management

Education
UCLA Anderson School of Management   1989 — 1991
MBA, Finance

University of California, Santa Barbara   1983 — 1987
BA, Business/Economics

Peter Jarman Peter Jarman New York, New York Details
Peter Jarman's UBS Investment Bank Experience April 2009 - February 2014
Job Director at UBS
Industry Investment Banking
Experience
UBS Global Asset Management  February 2014 - Present
UBS Investment Bank   April 2009 - February 2014
UBS Investment Bank   May 2005 - February 2009

Skills
Fixed Income, Derivatives, Investment Banking, Equities, Operational Risk, Financial Risk

Education
UCL   1999 — 2002
BSc (Hons)

King Edward's School, Bath   1992 — 1999

Kory Farmer Kory Farmer Greater New York City Area Details
Kory Farmer's UBS Investment Bank Experience September 2011 - April 2013
Job Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan   May 2013 - Present
UBS Investment Bank   September 2011 - April 2013
UBS Investment Bank   June 2010 - August 2010
US Army  June 2001 - September 2009
US Military Academy  1997 - 2001

Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Investment Banking, Due Diligence, Private Equity, Program Management, Risk Management, Strategy, Business Strategy, Strategic Planning, Capital Markets

Education
University of Virginia - Darden Graduate School of Business Administration   2009 — 2011
Master of Business Administration (M.B.A.), General Managment

United States Military Academy at West Point   1997 — 2001
BS, International Relations and Economics

Georgetown Preparatory School   1993 — 1997
High School Diploma

Joshua Gallaudet Joshua Gallaudet Greater New York City Area Details
Joshua Gallaudet's UBS Investment Bank Experience July 2015 - Present
Job Leveraged Finance Associate at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank   July 2015 - Present
Class Action Refund   November 2011 - May 2014
UBS  January 2011 - November 2011
Class Action Refund, LLC   December 2008 - January 2011
TD Ameritrade  June 2007 - August 2008
Fujifilm  October 2006 - June 2007
Thacher Proffitt & Wood LLP  December 2005 - October 2006
Impressions ABA Ind. Inc.   August 2003 - January 2004

Skills
Leveraged Lending, Valuation Modeling, Financial Statement..., Data Analysis, Access Database, SQL, VBA, Bloomberg, S&P, Capital Markets, Business Analysis, Project Management, Salesforce.com, SDLC, SharePoint

Education
Vanderbilt University - Owen Graduate School of Management   2013 — 2015
Master of Business Administration (M.B.A.), Accounting Corporate Finance

Trinity College-Hartford   2001 — 2005
Bachelor's Degree, History

Tuckahoe HS   1997 — 2001
High School

Mario Alexander Monroy Mario Alexander Monroy Greater Los Angeles Area Details
Mario Alexander Monroy's UBS Investment Bank Experience June 2012 - August 2012
Job Senior Associate at Cliffwater LLC
Industry Venture Capital & Private Equity
Experience
Cliffwater   March 2015 - Present
Vios Capital   August 2013 - March 2015
UBS Investment Bank   June 2012 - August 2012
US Army  May 2005 - August 2011

Skills
Leadership, Financial Modeling, Valuation, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Finance, Analysis, Business Strategy, Investments, Due Diligence, Army, Military, PowerPoint, Bloomberg, Microsoft Excel, Quantitative Analytics, Financial Statement..., Investment Banking, Equity Research, Excel, VBA, Excel Macros, Hedge Funds, Private Equity, Venture Capital, Microsoft Office

Education
New York University - Leonard N. Stern School of Business   2011 — 2013
MBA, Finance

United States Military Academy at West Point   2001 — 2005
BS, General Engineering Core Curriculum, German major, Nuclear Engineering track

Doug Lyons Doug Lyons Greater New York City Area Details
Doug Lyons's UBS Investment Bank Experience 2006 - March 2013
Job Managing Director and Chief Credit Officer at BDCA Adviser, LLC
Industry Financial Services
Experience
BDCA Adviser, LLC   March 2013 - Present
UBS Investment Bank   2006 - March 2013
CIBC  2002 - 2006
Duff & Phelps  1998 - 2002
PwC  1992 - 1998

Education
UCLA Anderson School of Management   1997 — 1999
MBA, Finance

USC   1988 — 1992
BS, Accounting

arthur shmulevsky arthur shmulevsky Brooklyn, New York Details
arthur shmulevsky's UBS Investment Bank Experience March 2011 - August 2012
Job President, Cofounder at The Clean Cube
Industry Consumer Services
Experience
The Clean Cube   September 2012 - Present
UBS Investment Bank   March 2011 - August 2012
Morgan Stanley  December 2008 - March 2011

Education
Tulane University   2007 — 2008
Bachelor's degree, Finance, General

University of Oregon   2001 — 2003

Marcelo Delmar Marcelo Delmar Greater New York City Area Details
Marcelo Delmar's UBS Investment Bank Experience April 2000 - September 2009
Job Managing Director at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas  September 2009 - Present
UBS Investment Bank   April 2000 - September 2009
Credit Suisse  January 1998 - April 2000
Credit Suisse  January 1994 - January 1998
JPMorgan Chase  1990 - 1993

Skills
Fixed Income, Derivatives, Banking, Credit Derivatives, High Yield, Latin America, Capital Markets, Valuation, Equities, Hedge Funds, Emerging Markets, New Business Development, Financial Modeling, International Finance, Private Equity, Securitization, Investment Banking, ALM, Portfolio Management, Bloomberg, Liability Management, Corporate Finance, Alternative Investments, FX Options, Debt Restructuring, Business Strategy, Business Analysis, Equity Derivatives, Leveraged Finance, Financial Institutions, Equity Capital Markets, Hedging

Education
UCLA Anderson School of Management   1988 — 1990
Master of Business Administration (MBA)

Universidad Nacional de La Plata   1981 — 1985
Licenciado en Economía

Liceo Naval Militar "Almirante Guillermo Brown" (Argentina)   1975 — 1979
Bachiller - Guardiamarina de la Reserva Naval

Lucian Snow Lucian Snow Weston, Massachusetts Details
Lucian Snow's UBS Investment Bank Experience August 1988 - October 1998
Job Managing Partner at Lumley Jacobs NA. Building Customer Engagement for the Insurance Industry
Industry Insurance
Experience
Lumley Jacobs NA   October 2013 - Present
Cheuvreux  August 2011 - May 2013
Evolution Securities   July 2009 - October 2011
Dresdner Kleinwort  September 2007 - June 2009
JP Morgan  June 2002 - August 2007
Commerzbank AG  November 1998 - May 2002
UBS Investment Bank   August 1988 - October 1998

Skills
Business Development, Investment Banking, Customer Engagement, Strategic Communications, Marketing, Business Planning, Institutional..., Entrepreneurship, New Business Development, Financial Modeling, Capital Markets, Securities, Insurance, Business Strategy, Valuation, Financial Services, Equity Derivatives, Equity Trading, Mergers & Acquisitions, Venture Capital, Marketing Strategy, Marketing Communications, General Insurance, Equity Research, Bloomberg, European Union, Asset Managment, Private Equity, Investments, Equities, Alternative Investments, Fixed Income, Hedge Funds, Emerging Markets, Derivatives, Asset Management

Education
Trinity College-Hartford   1984 — 1988
Bachelor's Degree, Political Science

Groton School   1979 — 1984

David Polak David Polak Greater New York City Area Details
David Polak's UBS Investment Bank Experience April 1984 - December 2001
Job Senior Vice President at Capital Group
Industry Investment Management
Experience
Capital Group  July 2005 - Present
Deutsche Bank  January 2002 - December 2004
UBS Investment Bank   April 1984 - December 2001

Education
UCL   1978 — 1981
Bsc (2:1 Hons), Economics & Economic History

Kirsten Barkman Kirsten Barkman West Springfield, Massachusetts Details
Kirsten Barkman's UBS Investment Bank Experience November 1997 - May 2006
Job Financial Services
Industry Financial Services
Experience
Chicopee Savings Bank  March 2012 - Present
Mass Mutual Insurance  June 2006 - October 2009
UBS Investment Bank   November 1997 - May 2006

Education
Tufts University   1992 — 1996
BA, Economics

Joe Salerno Joe Salerno Los Angeles, California Details
Joe Salerno's UBS Investment Bank Experience March 2012 - May 2012
Job Vice President at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company  May 2012 - Present
UBS Investment Bank   March 2012 - May 2012
UBS Investment Bank   September 2011 - March 2012
Booz & Company  June 2010 - August 2010
SJ Investments   March 2010 - June 2010
Raytheon  May 2004 - June 2010

Education
UCLA Anderson School of Management   2008 — 2011
MBA, Business Administration

University of Southern California   2005 — 2008
MS, Engineering Management

University of Southern California   2001 — 2004
BS, Electrical Engineering

Di Liu Di Liu Buffalo/Niagara, New York Area Details
Di Liu's UBS Investment Bank Experience July 2010 - August 2010
Job Equity Analyst at Guotai Junan Securities Co., Ltd; CFA Level II Candidate
Industry Investment Banking
Experience
Guotai Junan Securities Co., Ltd   March 2011 - Present
UBS Investment Bank   July 2010 - August 2010
China Securities Co., Ltd.   July 2009 - August 2009
CICC  January 2009 - March 2009

Skills
Fixed Income

Education
University at Buffalo   2009 — 2011

Tianjin University of Finance and Economics

Jordan Raymond Jordan Raymond New York, New York Details
Jordan Raymond's UBS Investment Bank Experience June 2014 - Present
Job Analyst M&A at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank   June 2014 - Present
Tesoro  August 2011 - June 2014
Tesoro  May 2011 - August 2011
ArchPoint Consulting  April 2010 - May 2011
University of Texas at San Antonio  August 2008 - April 2010

Skills
Financial Modeling, Valuation, Financial Analysis, Finance, Analysis, Forecasting, Microsoft Excel, Competitive Analysis, Strategy, Mergers & Acquisitions, Investments, Risk Management, Strategic Financial..., Economic Research, Business Development, Equity Valuation, Development Of Employees, Mergers, Bloomberg Terminal, Data Analysis, Corporate Finance, Bloomberg, Commodity Markets, Capital Markets, Merger Modeling

Education
The University of Texas at San Antonio   2006 — 2011
Bachelors of Business Administration, Economics, Management Science, Finance Minor

Westwood High School   2002 — 2006

Patrick Clare Patrick Clare New York, New York Details
Patrick Clare's UBS Investment Bank Experience June 2010 - August 2010
Job 4th Grade Assistant Teacher at Brunswick School
Industry Primary/Secondary Education
Experience
Brunswick School  September 2014 - Present
Taft Summer School   June 2014 - August 2014
Grace Church School  September 2013 - June 2014
The Nightingale-Bamford School  September 2013 - June 2014
New York Historical Society  August 2013 - June 2014
Camp Pemigewassett  June 2013 - August 2013
Taft Summer School   June 2012 - August 2012
UBS Investment Bank   June 2010 - August 2010

Skills
Teaching, Tutoring, Smartboard, Microsoft Excel, Microsoft Word, FactSet, Google Docs, Cpr Certified, Lifeguarding, Wilderness First Aid, Curriculum Design, History, Event Management, Community Outreach, Curriculum Development

Education
Tufts University   2009 — 2013
Bachelor of Arts (BA), History

The Taft School   2005 — 2009
High School

David Zabludowsky David Zabludowsky New York, New York Details
David Zabludowsky's UBS Investment Bank Experience March 2011 - May 2011
Job Senior Associate at PwC
Industry Financial Services
Experience
PwC  September 2013 - Present
NYU Stern School of Business  August 2011 - May 2013
PwC  2012 - 2012
UBS Investment Bank   March 2011 - May 2011
UBS Investment Bank   July 2008 - March 2011

Skills
Valuation, Bloomberg, Financial Modeling, Corporate Finance, Fixed Income, Economics, Emerging Markets, Capital Markets, Hedge Funds, Investment Banking, Investments, Quantitative Analytics, Strategy

Education
Tufts University   2004 — 2008
BA, Quantitative Economics

WIS   2001 — 2004
International Baccalaureat

New York University - Leonard N. Stern School of Business

P.J. DuWors P.J. DuWors New York, New York Details
P.J. DuWors's UBS Investment Bank Experience November 2010 - November 2013
Job SVP, Structured Notes Trading at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC  December 2013 - Present
UBS Investment Bank   November 2010 - November 2013
Barclays Investment Bank  October 2008 - October 2010
Lehman Brothers  July 2006 - September 2008
Northrop Grumman Corporation  August 2001 - May 2005

Education
UCLA Anderson School of Management   2003 — 2006
Master of Business Administration (MBA), Finance, General

University of Notre Dame   1997 — 2001
Bachelor of Science (BS), Mechanical Engineering

Omar Ramos Omar Ramos Greater New York City Area Details
Omar Ramos's UBS Investment Bank Experience July 2013 - Present
Job Special Situations Associate at UBS
Industry Investment Banking
Experience
UBS Investment Bank   July 2013 - Present
Morgan Stanley  June 2011 - April 2013
Bank of America Merrill Lynch  July 2010 - August 2010
Bank of America Merrill Lynch  August 2009 - December 2009

Skills
Social Networking, Relationship Building, Social Skills, Interpersonal..., People Skills, People-oriented, Relationship Development, Mentoring, Investment Banking, Microsoft Excel, Financial Modeling, Capital IQ, Microsoft Office, Bloomberg Terminal, Valuation, SNL, Spanish, DCF Valuation, Property & Casualty..., M&A experience, Credit Risk, Credit Analysis, Syndications, Underwriting, Secured Financing, Private Funding, Principal Investing, Loans, Covenant Compliance, Collateral Management, Due Diligence, Drafting Agreements, Series 7, Series 63, Series 79, Business Networking, Advising People

Education
University of California, Irvine   2006 — 2011
Bachelors of Arts, Economics and Accounting, 3.9 Overall GPA

UCLA Anderson School of Management
N/A, Accounting, 4.0

Jason Bethala Jason Bethala New York, New York Details
Jason Bethala's UBS Investment Bank Experience September 2011 - March 2013
Job Associate at Citi
Industry Investment Banking
Experience
Citi  July 2015 - Present
HSBC Global Banking and Markets  July 2014 - June 2015
Enova Energy Group, LLC   March 2013 - July 2014
UBS Investment Bank   September 2011 - March 2013
UBS Investment Bank   June 2010 - August 2010
Merrill Lynch  July 2004 - July 2009

Skills
Financial Modeling, Wealth Management, Corporate Finance, Investment Banking, Private Equity, Valuation, Business Development, Project Finance, Debt & Equity Financing, Pellets, Renewable Energy, Mergers & Acquisitions, Project Management, Utility Industry, Power Generation, Biomass Conversion, Due Diligence, M&A experience, Capital Markets, Financial Analysis, Investments, Equities

Education
UCLA Anderson School of Management   2009 — 2011
MBA, Finance, Entrepreneurship

University of Pennsylvania   2001 — 2004
Bachelor of Science in Engineering, Systems Science & Engineering, Economics (minor)

Brian Lederman Brian Lederman Greater New York City Area Details
Brian Lederman's UBS Investment Bank Experience April 2012 - November 2012
Job
Industry Information Technology and Services
Experience
InvestTech Systems Consulting  January 2014 - Present
Micro Binary Systems Corp   2005 - Present
PSP Investments  2015 - 2015
PSP Investments  2015 - 2015
Thomson Reuters  June 2013 - August 2013
Bank Leumi  2012 - 2013
UBS Investment Bank   April 2012 - November 2012
OppenheimerFunds  August 2011 - December 2011
JPMorgan Chase  June 2011 - August 2011
PineBridge Investments  May 2010 - April 2011

Skills
SQL, Business Requirements, Business Process..., Data Mapping, Data Analysis, Gap Analysis, Trading, Compliance, Reference Data, SDLC, Data Migration, Middle Office, Investment Banking, Trading Systems, Requirements Gathering, Business Analysis, User Acceptance Testing, Fixed Income, Bloomberg, Equities, Market Data

Education
Union College   1978 — 1982
BSCS, Computer Science

Tom Allbee Tom Allbee Greater New York City Area Details
Tom Allbee's UBS Investment Bank Experience May 2006 - April 2010
Job Corporate Real Estate at Bridgewater Associates
Industry Real Estate
Experience
Bridgewater Associates  2012 - Present
RedVision Systems, Inc.   April 2010 - May 2012
Stamford YMCA  2006 - 2012
UBS Investment Bank   May 2006 - April 2010
Bank of America  September 2003 - May 2006
HoustonStreet Exchange   May 2000 - September 2003
US Navy  June 1990 - June 2000

Skills
New Business Development, Integration, Program Management, Project Management, Strategic Planning, Operations Management, Vendor Management, Operational Risk..., Process Improvement, Team Leadership, Executive Management, Military, Navy, Operational Planning, Strategy, Cross-functional Team..., Risk Management, Change Management, Management Consulting, DoD, IT Strategy, Corporate Development, CRM, Management

Education
United States Naval Academy   1986 — 1990
BS, Systems Engineering

Karthik Parthiban Karthik Parthiban Greater Los Angeles Area Details
Karthik Parthiban's UBS Investment Bank Experience June 2010 - August 2010
Job MBA Candidate, Class of 2017 USC Marshall Business School
Industry Venture Capital & Private Equity
Experience
Broadcourt Investments   February 2012 - July 2015
Broadcourt Investments   May 2013 - June 2015
Broadcourt Investments   January 2012 - May 2013
Siva Ventures Limited   August 2011 - February 2012
UBS Investment Bank   June 2010 - August 2010
International Society for Kinanthropometry   September 2009 - April 2010
Siva Ventures Limited   June 2009 - September 2009
University College London  September 2007 - March 2008

Skills
Financial Modeling, Java, Derivatives, Equities, Valuation, Trading, Risk Management, Analysis, Fixed Income, Bloomberg, Mergers & Acquisitions, Negotiation, New Business Development, Product Development, Operations Management, Management, Technical Analysis, Delegation, eSignal, Leadership

Education
University of Southern California - Marshall School of Business   2015 — 2017
Master of Business Administration (MBA)

University of Pennsylvania - The Wharton School   2013 — 2013
Future Leaders Program

University College London, U. of London   2007 — 2011
MEng, Computer Science

Help University College   2005 — 2007
A Levels

Katie Schott Katie Schott Greater New York City Area Details
Katie Schott's UBS Investment Bank Experience April 2015 - Present
Job Corporate Access at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank   April 2015 - Present
Personal BlackBox  April 2014 - March 2015
Red-D-Arc Welderentals  May 2012 - December 2013
BMO Capital Markets  May 2007 - April 2012
The Westfield Group  October 2005 - May 2007

Skills
Marketing, Equities, Event Planning, Capital Markets, Social Media Marketing, Social Media, Corporate Access, CRM, Series 7, Roadshows, Business Development, Strategic Planning, Series 63, Salesforce.com, Investor Relations, Microsoft Office, Equity Research, Communication, Mobile Applications, Public Speaking, Financial Modeling, Public Relations, Financial Analysis, Management, CRM Integration, Conferences

Education
Tulane University   2001 — 2005
B.A., Psychology, Business

Patrick W. St. Denis, CAIA Patrick W. St. Denis, CAIA Greater Philadelphia Area Details
Patrick W. St. Denis, CAIA's UBS Investment Bank Experience June 2005 - December 2007
Job Director of Investments at Spouting Rock Financial Partners
Industry Investment Management
Experience
Spouting Rock   August 2015 - Present
Zurich Alternative Asset Management, Llc   December 2007 - July 2015
UBS Investment Bank   June 2005 - December 2007

Skills
Hedge Funds, Portfolio Management, Investments, Risk Management, Due Diligence, Alternative Investments, Equities, Credit Risk, Mortgage Banking, Data Analysis, Presentation Skills, Asset Management, Investment Management, Mutual Funds, Investment Strategies, Management, Financial Markets, Fixed Income, Financial Modeling

Education
Union College   1999 — 2003
Bachelor of Arts Degree, Economics

Simon Bartulovic Simon Bartulovic New York, New York Details
Simon Bartulovic's UBS Investment Bank Experience February 2011 - September 2012
Job Investment Analyst at Magellan Financial Group
Industry Investment Management
Experience
Magellan Financial Group   October 2012 - Present
UBS Investment Bank   February 2011 - September 2012
The Finance Association of Western Australia   August 2009 - November 2010
UBS Investment Bank   April 2010 - October 2010
UBS Investment Bank   November 2009 - February 2010

Skills
Capital Markets, Investments, Financial Markets, Financial Modeling, Investment Banking, Valuation, Equities, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Value Investing, Special Situations..., Investment Management, US Equities, Australian Equities, Critical Thinking, Lateral Thinking, Business Analysis, Private Equity, Venture Capital, Angel Investing, Start-ups

Education
The University of Western Australia   2006 — 2010
Bachelor of Laws (LLB) / Bachelor of Commerce (BCom), Corporate Finance and Investment Finance

Hale School

Cristina Bavifard Cristina Bavifard New York, New York Details
Cristina Bavifard's UBS Investment Bank Experience October 2007 - January 2008
Job Senior Implementation Coordinator at Fragomen, Del Rey, Bernsen & Loewy
Industry Legal Services
Experience
Fragomen, Del Rey, Bernsen & Loewy   July 2013 - Present
Siemens AG  November 2010 - July 2013
Mountbatten Institute  January 2008 - November 2010
UBS Investment Bank   October 2007 - January 2008
UBS Investment Bank   August 2006 - August 2007

Education
New York University, Stern School of Business   2012 — 2014
MBA

Trinity University   2002 — 2006
Business Administration, Accounting, Cum Laude Honors

University of New South Wales
Study Abroad Semester

Peter Chau Peter Chau San Francisco Bay Area Details
Peter Chau's UBS Investment Bank Experience June 2015 - August 2015
Job Software Engineering Intern at Cisco | Gap Year Student at UCL
Industry Information Technology and Services
Experience
Cisco  August 2015 - Present
UBS Investment Bank   June 2015 - August 2015
AIESEC (UCL-SOAS)   January 2014 - June 2015
Κατασκήνωση Σκούρας - Skouras Camp   June 2014 - August 2014
Bank of America Merrill Lynch  April 2014 - April 2014
S. K. H. Lui Ming Choi Secondary School   September 2011 - June 2012
McDonald's Corporation  September 2011 - December 2011

Skills
Teamwork, Microsoft Office, Research, Matlab, Java, Social Media, Public Speaking, Electronics, Microsoft Excel, C, Robotics, Turbo Pascal, Delphi, Arduino, Marketing, Network Computing, SystemVerilog, NI Multisim, Talent Management, Microsoft Word, PowerPoint, Leadership, Analysis, Management, Assembly Language, UML, MySQL, VBA, Risk Management, IT Risk Management, Information Security, R&D, HTML5, CSS, JavaScript, Python, Internet of Things

Education
University College London, U. of London   2013 — 2017
Bachelor of Engineering (BEng), Electronic and Electrical Engineering with Industrial Placement, First Year Grade: First Class Honours; Second Year Grade: First Class Honours

S. K. H. Lui Ming Choi Secondary School (Hong Kong)   2006 — 2013

Craig Kolwicz Craig Kolwicz Greater New York City Area Details
Craig Kolwicz's UBS Investment Bank Experience January 2014 - May 2015
Job Associate at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company  June 2015 - Present
UBS Investment Bank   January 2014 - May 2015
UBS Investment Bank   September 2011 - December 2013
Burkenroad Reports  May 2010 - May 2011
Burkenroad Reports  January 2010 - May 2010
Johnson Rice & Company  September 2009 - April 2010
UBS Investment Bank   2010 - 2010
Morgan Stanley Smith Barney  May 2009 - September 2009

Education
Tulane University - A.B. Freeman School of Business
Finance

Elijah Green Elijah Green Bronx, New York Details
Elijah Green's UBS Investment Bank Experience June 2014 - August 2014
Job Attended Thiel College
Industry
Experience
UBS Investment Bank   June 2014 - August 2014
CBS Corporation  June 2012 - August 2012

Skills
Archival Research, Microsoft Excel, Microsoft Word, Outlook, Data Entry

Education
Thiel College   2010 — 2014

Thiel College   2010 — 2014
Bachelor's degree, History

Samantha Esposito Samantha Esposito Greater New York City Area Details
Samantha Esposito's UBS Investment Bank Experience June 2014 - August 2014
Job Intern at Sheffield Haworth
Industry Primary/Secondary Education
Experience
Sheffield Haworth  June 2015 - July 2015
UBS Investment Bank   June 2014 - August 2014
New Canaan Eye Associates   April 2012 - August 2013

Skills
Public Speaking, Policy Analysis, Office Administration, Microsoft Excel, Microsoft Office, Research, PowerPoint, Data Entry, Microsoft Word, Editing

Education
Trinity College-Hartford   2013 — 2017
Public Policy and Law

New Canaan High School   2009 — 2013

Thomas Moon Thomas Moon Boston, Massachusetts Details
Thomas Moon's UBS Investment Bank Experience June 2013 - July 2013
Job Investment Analyst at Tufts Investment Office
Industry Investment Management
Experience
Tufts Investment Office   July 2014 - Present
KPMG  July 2013 - August 2013
UBS Investment Bank   June 2013 - July 2013
KAKAO   June 2011 - August 2011

Skills
Microsoft Office, Stata, Microsoft Excel, PowerPoint, Statistics, Analysis, Market Research, Editing, Economics, Teamwork, Spanish

Education
Tufts University   2010 — 2014
B.A., Economics, Entrepreneurial Leadership Studies

International School of Lausanne   2006 — 2010
High School, International Baccalaureate

Cardigan Mountain School   2005 — 2006

Seoul Foreign School   1999 — 2005

Hong Kong International School   1998 — 1999

Phil A. Woods Phil A. Woods New York, New York Details
Phil A. Woods's UBS Investment Bank Experience April 2008 - August 2011
Job Director at Citi
Industry Financial Services
Experience
Citi  August 2012 - Present
Citi  August 2011 - August 2012
UBS Investment Bank   April 2008 - August 2011
UBS Investment Bank   September 2006 - April 2008
UBS Wealth Management  September 2004 - September 2006

Skills
FX Options

Education
United States Military Academy at West Point   1999 — 2003
Bachelor's degree, American History (United States)

Sally Rong Sally Rong New York, New York Details
Sally Rong's UBS Investment Bank Experience February 2014 - November 2014
Job Associate at Telsey Advisory Group
Industry Investment Banking
Experience
Telsey Advisory Group  November 2014 - April 2015
UBS Investment Bank   February 2014 - November 2014
KPMG UK  October 2012 - February 2014

Skills
Valuation, Economics, Corporate Finance, Due Diligence, Strategy, Private Equity, Risk Management, Analysis, Financial Modeling

Education
University College London, U. of London   2010 — 2011
Masters, International Public Policy

The University of Connecticut   2006 — 2010
Bachelor of Science in Business, Finance and International Studies

National University of Singapore Business School   2008 — 2009
Full-year Study Abroad, Finance

Danbury High School   2002 — 2006
Diploma

Stacey Widlitz Stacey Widlitz Greater New York City Area Details
Stacey Widlitz's UBS Investment Bank Experience September 1999 - August 2002
Job Founder, SW Retail Advisors & CNBC Contributor
Industry Financial Services
Experience
SW Retail Advisors Inc   April 2011 - Present
Pali Capital  January 2006 - February 2010
Fulcrum Global Partners  September 2003 - January 2005
UBS Investment Bank   September 1999 - August 2002

Skills
Equity Research, Equities, Hedge Funds, Capital Markets, Series 7, Valuation, Bloomberg, Series 63, Alternative Investments, Equity Trading, Financial Modeling, Investments, Securities, Private Equity, Fixed Income, Financial Analysis, Asset Management

Education
New York University - Leonard N. Stern School of Business   1997 — 1999
MBA, FINANCE

Tulane University   1989 — 1993
BA, Political Science

Ben Hendrix Ben Hendrix Greater Nashville Area Details
Ben Hendrix's UBS Investment Bank Experience September 2009 - June 2011
Job Research Associate at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets  January 2013 - Present
Wells Fargo Securities  July 2011 - August 2012
UBS Investment Bank   September 2009 - June 2011
INVESCO Institutional (N.A.), Inc.   May 2004 - March 2007

Skills
Investment Banking, Restructuring, Leveraged Finance, Financial Modeling, Valuation, Equities, Financial Analysis, Capital Markets, Corporate Finance, Fixed Income, Bloomberg, Investments

Education
Vanderbilt University - Owen Graduate School of Management   2007 — 2009
MBA, Finance and Accounting

Tulane University - A.B. Freeman School of Business   1997 — 2001
BSM, Finance and Accounting

Daniel Zevnik Daniel Zevnik Greater New York City Area Details
Daniel Zevnik's UBS Investment Bank Experience July 2008 - July 2010
Job at BlackRock Private Capital
Industry Venture Capital & Private Equity
Experience
BlackRock Private Capital   December 2013 - Present
BlackRock Kelso Capital  July 2010 - December 2013
UBS Investment Bank   July 2008 - July 2010

Skills
Financial Modeling, LBO, Telecommunications, Valuation, Media Industries, Distressed Debt, Private Equity

Education
Trinity College-Hartford   2004 — 2008
BA, Economics

St. Albans School   1998 — 2004

Daniel Bryant Daniel Bryant Greater New York City Area Details
Daniel Bryant's UBS Investment Bank Experience August 2010 - May 2012
Job Corporate Business Development at Henry Schein
Industry Investment Banking
Experience
Henry Schein  April 2015 - Present
Lazard  May 2012 - April 2015
UBS Investment Bank   August 2010 - May 2012
US Army  2003 - 2011
Vanderbilt University  August 2008 - May 2010
UBS Investment Bank   June 2009 - August 2009
US Army  February 2006 - June 2008
US Army  February 2005 - September 2005
US Army  June 2004 - February 2005

Skills
Corporate Finance, Valuation, Financial Modeling, Financial Analysis, Due Diligence, Mergers, Acquisitions, Capital Raising, Debt, Equities, Accounting, LBO, Capital Markets, Mergers & Acquisitions, Investments, Private Equity, Venture Capital

Education
Vanderbilt University - Owen Graduate School of Management   2008 — 2010
Master of Business Administration (M.B.A.), Corporate Finance and Investment Management

University of Colorado Denver   2006 — 2007
Master's Degree, Finance

United States Military Academy at West Point   1999 — 2003
Bachelor of Science (B.S.), Computer Science and Mathematics

University School of Nashville   1995 — 1999

Ensworth

Deborah Goodman (Kroll) Deborah Goodman (Kroll) Greater New York City Area Details
Deborah Goodman (Kroll)'s UBS Investment Bank Experience June 2008 - November 2009
Job Director at UBS, Global Head of Production Metrics & Analytics
Industry Management Consulting
Experience
UBS  April 2013 - Present
UBS  2008 - Present
UBS  June 2011 - March 2013
UBS  November 2009 - June 2011
UBS Investment Bank   June 2008 - November 2009
Deloitte Consulting  1997 - 2003
Deloitte and Touche  1997 - 2003
Andersen Consulting  1993 - 1997
Accenture  1993 - 1997

Skills
Management Consulting, Strategy, Management, IT Strategy, Performance Dashboards, Business Process, Business Strategy, KPI Dashboards, Business Analysis, Business Process..., Change Management, Program Management, Cost Reduction..., Financial Analysis, Project Management, Project Planning

Education
Union College   1989 — 1993
Bachelor of Science (B.S.), Mathematics

Sutherland

Christina Ghorban Christina Ghorban New York, New York Details
Christina Ghorban's UBS Investment Bank Experience January 2001 - November 2003
Job Senior Director, Business Analytics & Customer Insights at Turing Pharmaceuticals AG
Industry Biotechnology
Experience
Turing Pharmaceuticals AG  April 2015 - Present
Mesoblast  April 2014 - April 2015
Shionogi Inc  October 2012 - March 2014
Shionogi Inc  November 2011 - September 2012
Pfizer Pharmaceuticals  March 2010 - November 2011
Pfizer  May 2009 - February 2010
Pfizer  September 2006 - April 2009
Pfizer  November 2003 - August 2006
UBS Investment Bank   January 2001 - November 2003

Skills
Product Development, Market Research, Tactical Planning, Global Marketing, Strategic Business, Business Development, Commercial Assessment, Marketing Research, Analytics, Segmentation, Forecasting, Oncology

Education
Tulane University - A.B. Freeman School of Business   1997 — 1998
MBA, Finance

Tulane University   1989 — 1993
BS, Biomedical Engineering

Jordan Cohen Jordan Cohen Greater Boston Area Details
Jordan Cohen's UBS Investment Bank Experience March 2000 - August 2000
Job Real Estate Consultant, Underwriting and Originations at UC Funds, Debt & Equity Investment Fund
Industry Investment Banking
Experience
UC Funds, Debt & Equity Investment Fund   April 2014 - Present
Aria Partners, LLC   August 2011 - January 2014
Merrill Lynch  April 2009 - August 2011
Schottenstein Property Group  February 2005 - April 2009
New Generation Advisors and Research   March 2002 - January 2005
UBS Investment Bank   March 2000 - August 2000

Skills
Private Equity, Due Diligence, Investments, Asset Management, Real Estate, Mergers & Acquisitions, Portfolio Management, Capital Markets, Banking, Hedge Funds, Trading, Risk Management, Strategy, Financial Modeling, Finance, Retail, Real Estate Development, Valuation, Turnaround Strategy, Alternative Investments, Investment Management

Education
Tufts University   2000 — 2004
BA, Political Science, Economics, Entrepreneurship

Bexley High School

K. Raj Dayalan K. Raj Dayalan Los Angeles, California Details
K. Raj Dayalan's UBS Investment Bank Experience March 2011 - November 2014
Job Internet & Digital Media Investment Banking
Industry Investment Banking
Experience
Houlihan Lokey  December 2014 - Present
UBS Investment Bank   March 2011 - November 2014
UBS Investment Bank   March 2008 - February 2011
UBS Investment Bank   August 2006 - February 2008

Skills
Investment Banking, Equities, Leveraged Finance, Mergers, Convertible Bonds, Divestitures, Fixed Income, High Yield, Private Placements, Joint Ventures, Restructuring, Financial Analysis, Negotiation, Strategic Partnerships, Digital Media, Mobile Payments, E-commerce, Internet, Payments, Mergers & Acquisitions, Corporate Finance, Emerging Markets, Financial Modeling, IPO, Investments, LBO, Private Equity

Education
University of California, Los Angeles - The Anderson School of Management
Master of Business Administration (MBA), Finance & Entrepreneurship

University of California, Irvine
Bachelor of Arts (BA), Economics, Political Science, History

The Webb School of California

Greg Cass Greg Cass New York, New York Details
Greg Cass's UBS Investment Bank Experience 2008 - Present
Job
Industry Investment Management
Experience
UBS Investment Bank   2008 - Present

Education
Tulane University
JD/MBA

University of California, Los Angeles

Declan Graham Declan Graham New York, New York Details
Declan Graham's UBS Investment Bank Experience August 2013 - Present
Job Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank   August 2013 - Present
Lab49  November 2010 - May 2013
Commerzbank AG  April 2009 - November 2010
Dresdner Kleinwort Wasserstein  February 2007 - April 2009
Dresdner Kleinwort Wasserstein  February 2006 - February 2007
Dresdner Kleinwort Wasserstein  January 2004 - February 2006

Skills
Investment Banking, Trading Systems, E-commerce, Project Management, Derivatives, Program Management, Electronic Trading, Fixed Income, Agile Project Management, Certified Scrum Master..., Agile Methodologies

Education
Trinity College, Dublin   1999 — 2003
BA (Mod), Information & Communications Technology, First Class Honours

Jacob Sayer Jacob Sayer Greater Boston Area Details
Jacob Sayer's UBS Investment Bank Experience 2001 - 2006
Job VP Treasury and Investor Relations at Sensata Technologies
Industry Electrical/Electronic Manufacturing
Experience
Sensata Technologies  2015 - Present
Sensata Technologies  2012 - 2014
Avago Technologies  2009 - 2012
Bryan Garnier & Co   2007 - 2009
UBS Investment Bank   2001 - 2006
Donaldson, Lufkin & Jenrette   1998 - 2001
Cowen and Company  1994 - 1998

Skills
Investment Banking, Corporate Development, Investor Relations, M&A experience, Venture Capital, Private Equity, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Capital Markets, Management, Start-ups, Equities

Education
UC Berkeley   1992 — 1994
MBA

Tulane University   1987 — 1990
BS

Brad Barlow Brad Barlow Washington D.C. Metro Area Details
Brad Barlow's UBS Investment Bank Experience June 2006 - May 2008
Job Finance & Valuation Professional
Industry Capital Markets
Experience
H. Barlow Agriventures   January 2009 - Present
Wall Street Prep, Inc.   November 2008 - Present
UBS Investment Bank   June 2006 - May 2008
United States Air Force  May 1997 - September 2002

Skills
Valuation, Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Economics, Private Equity, Strategic Planning, Equities, Capital Markets, Equity Research, Mergers & Acquisitions, Asset Allocation

Education
University of Virginia   2004 — 2006
Master of Arts

University of Virginia School of Law   2003 — 2006
Juris Doctor

United States Air Force Academy   1993 — 1997
Bachelor of Science (B.S.)

Keenan Driscoll Keenan Driscoll Greater Los Angeles Area Details
Keenan Driscoll's UBS Investment Bank Experience September 2004 - June 2010
Job Senior Vice President, Treasurer at AECOM (effective Oct 5)
Industry Civil Engineering
Experience
AECOM  September 2012 - November 2014
AECOM  September 2010 - August 2012
UBS Investment Bank   September 2004 - June 2010
UBS Investment Bank   August 2000 - August 2004
Morrison Knudsen Corp  January 1996 - July 1998
Morrison Knudsen Corp  July 1992 - December 1995

Skills
Restructuring, Mergers, Corporate Finance, Capital Markets, Investment Banking, Strategy, Leveraged Finance, Strategic Planning, Financial Modeling, Due Diligence, Valuation, New Business Development, Private Equity, Financial Analysis, Management, Corporate Development, Project Finance

Education
University of Michigan - Stephen M. Ross School of Business   1998 — 2000
MBA, Finance

Tufts University   1988 — 1992
BS, Civil Engineering

Ashar Nafis Ashar Nafis Greater New York City Area Details
Ashar Nafis's UBS Investment Bank Experience September 2008 - March 2012
Job Group Finance at AIG
Industry Investment Banking
Experience
AIG  March 2012 - Present
UBS Investment Bank   September 2008 - March 2012
Goldman Sachs  May 2004 - August 2008
Bank of Montreal  September 2000 - January 2005

Skills
Corporate Finance, Capital Markets, Banking, Derivatives, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Fixed Income, Investment Banking, Management, Risk Management

Education
UCL
Bachelor of Science (BSc), Statistics & Economics

Paul Flahive Paul Flahive Greater New York City Area Details
Paul Flahive's UBS Investment Bank Experience April 1998 - March 2008
Job Regulatory Compliance Program Manager
Industry Financial Services
Experience
Barclays Capital  January 2010 - Present
Flahive Management Consulting   December 2008 - December 2009
Private Client Resources  March 2008 - November 2008
UBS Investment Bank   April 1998 - March 2008
Newedge Group  April 1994 - April 1998

Skills
Program and project..., Business process..., New Business Development, Securities operations, Technical architecture, Client, account,..., Cost accounting,..., Internal and exchange..., Client service and..., Regulatory compliance..., Operations risk..., Business Process..., Program Management

Education
Trinity College, Dublin   1982 — 1986
MA, English & History

Ravindra Akhud Ravindra Akhud Dallas/Fort Worth Area Details
Ravindra Akhud's UBS Investment Bank Experience March 2007 - November 2011
Job Vice President CIB Technology at J.P.Morgan
Industry Financial Services
Experience
J.P. Morgan   January 2015 - Present
Citi  November 2013 - December 2014
Broadridge  November 2011 - September 2013
UBS Investment Bank   March 2007 - November 2011
Morgan Stanley  April 2003 - March 2007
Tata Consultancy Services  February 1999 - March 2003

Skills
Systems/Business..., Project Management, Complex Problem Solving, Staff..., Data/System Migration, Business Process Design, Solutions Engineering, Strategic Business..., Process Improvement, Equity Investment &..., Financial Services, Agile Methodology, Resource Allocation, Requirements Gathering, Data Warehousing, ITIL, Business Process, Business Analysis, ETL, Analysis, PMP, Strategy, Requirements Analysis, SDLC, IT Service Management, Unix, Sybase, Database Design, Agile Methodologies

Education
Union Graduate College   1997 — 1998
MS, Computer Science

University of Mumbai   1992 — 1996
BE, Computer Engineering

Ramnivas Ruia Junior College   1990 — 1992
HSC

Balmohan Vidyamandir   1978 — 1990

David Chiappinelli David Chiappinelli Greater New York City Area Details
David Chiappinelli's UBS Investment Bank Experience August 2004 - August 2005
Job Trader at Tiger Global Management
Industry Financial Services
Experience
Tiger Global Management LLC.   July 2005 - Present
UBS Investment Bank   August 2004 - August 2005

Skills
Equities, FX trading, Portfolio Management, Trading, Derivatives, Securities Lending, Hedge Funds, FX Trading, Finance, Fixed Income, Cash Management, Capital Markets

Education
United States Military Academy at West Point   1997 — 2001

Katie McKay Katie McKay Greater New York City Area Details
Katie McKay's UBS Investment Bank Experience June 2004 - September 2006
Job Regional Sales Desk Manager at Check Point Software Technologies, Ltd.
Industry Financial Services
Experience
Check Point Software Technologies, Ltd.   February 2015 - Present
BNP Paribas  September 2012 - February 2015
Natixis  July 2011 - March 2012
J.P. Morgan   January 2011 - June 2011
Numis Securities, LLC   September 2006 - January 2011
UBS Investment Bank   June 2004 - September 2006
Goldman, Sachs & Company   September 2003 - June 2004

Skills
Equities, Bloomberg, Hedge Funds, Equity Research, Series 7, Emerging Markets, Investments

Education
Thunderbird School of Global Management   2005 — 2007
MBA, Global Management

Thunderbird School of Global Management   2005 — 2007
MBA, Global Management

Thunderbird, The School of Global Management   2005 — 2007
MBA, International Management

University of South Carolina   1997 — 2001
Bachelor of Science, Finance and International Business; Spanish; International Business

University of South Carolina-Columbia   1997 — 2001
Bachelor of Science (B.S.), Finance

Benjamin Harrell Benjamin Harrell Knoxville, Tennessee Area Details
Benjamin Harrell's UBS Investment Bank Experience February 2009 - Present
Job Software Engineer at UBS, iOS Entrepreneur
Industry Computer Software
Experience
Carry Alerts   December 2012 - Present
UBS Investment Bank   February 2009 - Present
Amino Software, LLC   January 2007 - Present
Merrill Lynch  August 2006 - February 2009
Merrill Lynch, India   2006 - February 2009
AIM Healthcare  2003 - 2006
Deloitte & Touche  2003 - 2004
Merrill Lynch  2002 - 2003
edsouth / edamerica   2001 - 2002
Airtuit (PhoneOnline, Inc.)   2001 - 2002

Skills
C#, Software Engineering, ASP.NET, .NET, Microsoft SQL Server, SSRS, SSIS, OOP, WinForms, Architecture, Integration, Programming, Agile Methodologies, WCF, SQL, Software Development, XML, Web Services, SOA, T-SQL, Visual Studio, JavaScript, SDLC, Scrum, Enterprise Architecture, Enterprise Software, Software Design, Design Patterns, Architectures

Education
PSTCC   1995 — 1996
Computer Science

United States Air Force Academy   1994 — 1994

Patty Mitchell Patty Mitchell Greater Boston Area Details
Patty Mitchell's UBS Investment Bank Experience January 2000 - May 2007
Job Equity Sales Trader at Weeden & Co.
Industry Financial Services
Experience
Weeden & Co.   May 2007 - April 2012
UBS Investment Bank   January 2000 - May 2007
Stephens Inc.  January 1997 - January 2000

Skills
Bloomberg, Series 7, Equities, Equity Sales

Education
Union College   1988 — 1992
BA, Economics

David Will David Will Greater New York City Area Details
David Will's UBS Investment Bank Experience 2006 - 2008
Job Senior Software Developer at AIG
Industry Computer Software
Experience
AIG  May 2013 - Present
Fujifilm Medical System, USA   May 2010 - May 2013
Siemens Healthcare Diagnostics  January 2009 - May 2010
WizWare Incorporated   November 1997 - November 2008
UBS Investment Bank   2006 - 2008
UBS Investment Bank   2006 - 2008
Ernst & Young  June 1997 - November 1997
Oracle Corporation  January 1996 - May 1997
EIS  1992 - 1995

Skills
Microsoft SQL Server, .NET, XML, Databases, Oracle, JavaScript, Integration, Database Design, WCF, WinForms, WPF, SOAP

Education
Union College   1990 — 1992
Master of Science (MS), Computer Science

United States Military Academy at West Point   1977 — 1981
BS Engineering, Electrical Engineering and Mathematics

Edward Barrows Edward Barrows Los Angeles, California Details
Edward Barrows's UBS Investment Bank Experience June 2009 - August 2009
Job MBA Candidate at UCLA Anderson
Industry Entertainment
Experience
JPMorgan Chase  March 2014 - July 2015
CAST Management Consultants  February 2010 - March 2014
UBS Investment Bank   June 2009 - August 2009
State Street Bank  June 2008 - August 2008
Blue Cross Blue Shield of Massachusetts  May 2007 - August 2007

Skills
Data Analysis, Media & Entertainment, Digital Marketing, Music Industry, Project Management, Financial Analysis, Management Consulting, Marketing, Valuation, Business Strategy, Mergers & Acquisitions, Investment Banking, Excel, Financial Services, Asset Management, Strategy, Fashion, Finance

Education
UCLA Anderson School of Management   2015 — 2017
MBA Candidate (2017)

University of Southern California   2005 — 2009
Bachelor of Science, Business Administration; Finance

University of Southern California - Marshall School of Business   2005 — 2009
Bachelor of Science, Business Administration - Finance

Boston Latin Academy   1999 — 2005

Amy Bornstein Amy Bornstein Greater New York City Area Details
Amy Bornstein's UBS Investment Bank Experience 2001 - 2007
Job SVP Balance Sheet Management IT
Industry Financial Services
Experience
HSBC  October 2012 - Present
HSBC Securities  August 2007 - October 2012
UBS  2002 - 2007
UBS Investment Bank   2001 - 2007
Merrill Lynch  1999 - 2002
Richard A Eisner   1994 - 1998

Skills
Investment Banking, Fixed Income, Change Management, Finance, Business Analysis, Trading Systems, Derivatives, Banking

Education
Tulane University - A.B. Freeman School of Business   1990 — 1994
Bachelor of Science and Management, Accounting

Greg Williams Greg Williams Greater New York City Area Details
Greg Williams's UBS Investment Bank Experience March 2015 - Present
Job Director Real Estate, Lodging & Leisure Group at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank   March 2015 - Present
UBS Investment Bank   September 2011 - Present
UBS Investment Bank   June 2010 - August 2010
Voyager Investments   2008 - 2009
Legacy Capital Investments   2004 - 2008
Rancon Real Estate  2004 - 2004
The Better Lenders   2003 - 2004
Profit Recovery Partners  2002 - 2003

Skills
Financial Analysis, Corporate Finance, Investment Banking, Due Diligence, Capital Markets, High Yield, Real Estate, Equity Research, Equities, Bloomberg, Asset Management, Financial Modeling

Education
Sasin Graduate Institute of Business Administration of Chulalongkorn University   2011 — 2011
MBA, Exchange Student

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2009 — 2011
MBA, Corporate Finance

Trinity University   1998 — 2002
BA, Economics

Maura Alexander Maura Alexander Greater New York City Area Details
Maura Alexander's UBS Investment Bank Experience 2000 - 2004
Job Vice President, Analyst at Fred Alger Management
Industry Financial Services
Experience
Fred Alger Management  May 2007 - February 2009
Caxton Health Holdings   September 2004 - August 2006
UBS Investment Bank   2000 - 2004

Skills
Equity Research, Valuation, Hedge Funds, Mutual Funds, Equities, Equity Valuation, Financial Modeling, Asset Management, Investments, Portfolio Management, Bloomberg

Education
New York University - Leonard N. Stern School of Business   1998 — 2000

Tulane University

Sam Price Sam Price Palo Alto, California Details
Sam Price's UBS Investment Bank Experience July 2008 - April 2010
Job Engineering Manager at Groupon
Industry Computer Software
Experience
Groupon  November 2014 - Present
Groupon  August 2014 - November 2014
Power Systems Consultants   October 2011 - June 2014
BankWest  February 2011 - October 2011
RBS  April 2010 - October 2010
UBS Investment Bank   July 2008 - April 2010
Barclays Capital  August 2007 - July 2008
Amadeus IT Group  2006 - 2007
Pisces   2005 - 2006
Sir Charles Gairdner Hospital  January 2003 - April 2005

Skills
Spring, Hibernate, Java, XML, Web Services, Agile, Swing, JMS, Eclipse, JSP, J2EE, Maven, TDD, Design Patterns, HTML, JavaScript, Ant, Struts, MySQL, JDBC, Servlets, Core Banking, Java Enterprise Edition, Software Development, Agile Methodologies, Software Design, Tomcat, UML, Oracle, Test Driven Development, SOA, Unix, Continuous Integration, Subversion, SOAP, JUnit, REST, SQL, Scrum, Spring Framework

Education
The University of Western Australia   1999 — 2002
BCompSci, Computer Science

Hollywood Senior High School   1993 — 1997

Donna Sheehan Donna Sheehan Charlotte, North Carolina Area Details
Donna Sheehan's UBS Investment Bank Experience March 2004 - February 2005
Job Experienced lending operations and implementation professional
Industry Banking
Experience
Wells Fargo Bank N.A.   October 2010 - Present
Wachovia Bank  August 2008 - October 2009
Wachovia Bank  September 2006 - August 2008
KeyBank  February 2005 - September 2006
UBS Investment Bank   March 2004 - February 2005
Misys Banking Systems  February 1998 - January 2004
Bankers Trust Company  February 1992 - February 1998
US Army  1981 - 1987

Skills
Portfolio Management, Credit, Syndications, Mergers & Acquisitions, Financial Services, Commercial Lending, Integration, Leadership, Business Analysis, Middle Office

Education
George Mason University - School of Business   1990 — 1991
MBA, emphasis on Finance, Accounting

Tulane University   1978 — 1981
BS, Computer Science Engineering

Alden Kinder Alden Kinder Greater New York City Area Details
Alden Kinder's UBS Investment Bank Experience February 2010 - October 2010
Job 1
Industry Investment Banking
Experience
TD Bank Group  October 2010 - September 2011
UBS Investment Bank   February 2010 - October 2010
Chanin Capital Partners  September 2008 - October 2009
Bear, Stearns & Co. Inc.   May 2007 - August 2008
Bear, Stearns & Co. Inc.   June 2006 - August 2006

Education
Tufts University   2003 — 2007

Phillips Exeter Academy   2001 — 2004

Eaglebrook School   1994 — 1997

Gopinath Raghavan Gopinath Raghavan Greater Seattle Area Details
Gopinath Raghavan's UBS Investment Bank Experience October 2006 - January 2008
Job Lead Principal Architect at Nordstrom
Industry Information Technology and Services
Experience
Nordstrom  May 2014 - Present
Nordstrom  November 2013 - May 2014
Nordstrom  July 2011 - November 2013
Nordstrom  2009 - June 2011
Nordstrom  2008 - 2009
UBS Investment Bank   October 2006 - January 2008
Infosys  2003 - 2006

Skills
Data Warehousing, Web Analytics, Business Intelligence, Predictive Analytics, Big Data, Hadoop, HBase, MapReduce, Hive, Apache Pig, Text Analytics, Teradata, Enterprise Architecture, SOA, Web Services, Agile Methodologies, Requirements Analysis, Business Analysis, Solution Architecture, Requirements Gathering, Oracle, Software Development, SQL, Groovy, Java, iOS development, SDLC, Android Development, Unix Shell Scripting, Data Modeling, Mobile Applications, Enterprise Software, Software Project...

Education
Thiagarajar College of Engineering   1999 — 2003
Bachelor of Engineering, Electrical & Electronics

Brian Carson Brian Carson Greater New York City Area Details
Brian Carson's UBS Investment Bank Experience 2005 - 2006
Job Senior Trader at Volant Trading
Industry Investment Banking
Experience
Volant Trading  2009 - Present
Liquid Capital Markets   2006 - 2008
UBS Investment Bank   2005 - 2006
ECHOtrade LLC  2004 - 2005
Goldman Sachs  1999 - 2003
Hull Trading Company  1995 - 1999

Skills
Trading, Equity Derivatives, Trading Systems, Derivatives, Equities, Options, Financial Markets, Electronic Trading, Hedge Funds, Fixed Income, Commodity Markets, Risk Management, Foreign Currency

Education
United States Military Academy at West Point
Engineering

Marc Ferrante Marc Ferrante Greater New York City Area Details
Marc Ferrante's UBS Investment Bank Experience May 2009 - November 2012
Job Business Controls Officer Securitized Products and Public Finance
Industry Banking
Experience
JPMorgan Chase & Co.   July 2015 - Present
GE Capital  September 2014 - July 2015
Bank of America  July 2013 - September 2014
UBS Investment Bank   May 2009 - November 2012
UBS Investment Bank   June 2008 - May 2009
UBS Investment Bank   July 1997 - June 2008
UBS Investment Bank   December 1996 - July 1997
Lehman Brothers  June 1993 - December 1996
Sun America Asset Management   August 1990 - June 1993

Skills
Microsoft..., Series 99 – Operations..., Financial Services, Fixed Income, Portfolio Management, Financial Risk, Finance, Securities, Credit, Mergers & Acquisitions, Trading, CRM, Management, Process Improvement, Program Management, Loans, Operational Risk, Investment Banking, Settlement, Capital Markets, Equities, Project Management

Education
Towson University   1987 — 1989
Bachelor of Science (BS), Mass Communication/Media Studies

Gregory Brock, CFA Gregory Brock, CFA Greater New York City Area Details
Gregory Brock, CFA's UBS Investment Bank Experience October 1997 - Present
Job Supervisory Analyst at UBS
Industry Investment Banking
Experience
UBS Investment Bank   October 1997 - Present
ING Barings  January 1994 - October 1997
Texaco Finance Department   February 1990 - December 1993
Federal Reserve Bank of New York  December 1987 - January 1990

Skills
FINRA Licenses: 3, 4,..., Equity Research, Fixed Income, Emerging Markets

Education
State University of New York
Bachelor of Arts (BA), Economics

Union College
Master of Business Administration (MBA)

Nelson Louie Nelson Louie Greater New York City Area Details
Nelson Louie's UBS Investment Bank Experience May 2009 - January 2011
Job Managing Director at Credit Suisse Asset Management
Industry Investment Banking
Experience
Credit Suisse Asset Management  August 2010 - Present
UBS Investment Bank   May 2009 - January 2011
AIG Financial Products  June 2007 - May 2009
Credit Suisse  April 1993 - June 2007
Credit Suisse Asset Management  1993 - 2007

Education
Union College   1987 — 1991
BA, Economics

Alex Gauna Alex Gauna San Francisco Bay Area Details
Alex Gauna's UBS Investment Bank Experience August 2001 - August 2007
Job Managing Director Technology Research at JMP Securieties
Industry Investment Banking
Experience
JMP Securieties   January 2009 - Present
UBS Investment Bank   August 2001 - August 2007
Banc of America Securities  August 1999 - August 2001

Education
UCLA Anderson School of Management   1995 — 1997
MBA

Thomas Coccaro Thomas Coccaro Greater New York City Area Details
Thomas Coccaro's UBS Investment Bank Experience May 2002 - October 2003
Job Head Trader Bow Street LLC
Industry Financial Services
Experience
Bow Street LLC   July 2011 - Present
FrontPoint Partners LLC  May 2007 - July 2011
FrontPoint  December 2003 - July 2011
UBS Investment Bank   May 2002 - October 2003
ABN AMRO  May 2001 - April 2002
JPMorgan  April 2000 - May 2001
US Army  May 1998 - February 2000

Skills
Equities, Mutual Funds, Hedge Funds, Bloomberg, Alternative Investments, Fixed Income, Options, Investments, Asset Managment, Portfolio Management, Valuation, Equity Research, Financial Modeling, Bonds

Education
United States Military Academy at West Point   1993 — 1998
BS, Environmental Science / Systems Engineer

José Alberto Ferré José Alberto Ferré Miami/Fort Lauderdale Area Details
José Alberto Ferré's UBS Investment Bank Experience June 2008 - August 2008
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   March 2013 - Present
J.P. Morgan   2010 - March 2013
BroadSpan Capital  September 2009 - January 2010
UBS Investment Bank   June 2008 - August 2008
Credit Suisse  June 2007 - August 2007
Leisure Bay Industries  June 2006 - August 2006
Black, Srebnick, Kornspan & Stumpf, P.A   October 2005 - June 2006

Skills
Financial Modeling, Portfolio Management, Valuation, Investments, Investment Banking, Asset Managment, Credit Analysis, Credit, Business Analysis, Finance, Asset Management, Accounting, Economics, Financial Advisory, Financial Analysis, Loans

Education
Tufts University   2006 — 2009
BA, Economics, International Relations

Christian Hilliard Christian Hilliard Greater New York City Area Details
Christian Hilliard's UBS Investment Bank Experience May 2004 - August 2009
Job Senior Vice President at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company  August 2009 - Present
UBS Investment Bank   May 2004 - August 2009

Education
Tufts University   1994 — 1998
BA, Economics

Lauren Stellato Lauren Stellato Greater New York City Area Details
Lauren Stellato's UBS Investment Bank Experience May 2006 - April 2011
Job at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc.  May 2014 - Present
Bank of America Merrill Lynch  May 2011 - April 2014
UBS Investment Bank   May 2006 - April 2011
Pfizer Consumer Healthcare  August 2004 - May 2006

Education
Union College

Eric Crawford Eric Crawford Chicago, Illinois Details
Eric Crawford's UBS Investment Bank Experience July 2008 - Present
Job Associate Director, Equity Research Analyst (Industrials), UBS Investment Bank
Industry Investment Management
Experience
UBS Investment Bank   July 2008 - Present
The Hartford Financial Services Group  2003 - 2006
Jepsen for Governor Campaign   2002 - 2002
Perez for Mayor Campaign   2001 - 2001
Senator Barbara Boxer  2000 - 2000

Skills
Financial Analysis, Financial Modeling, Valuation, Investments, Equity Research, Equities, Bloomberg, Capital Markets, Equity Valuation, Investment Banking, Fixed Income, Corporate Finance, Finance, Analysis

Education
University of Notre Dame - Mendoza College of Business   2006 — 2008
MBA, Finance

Trinity College-Hartford   1995 — 1999
BA, Philosophy

Matt Tweedie Matt Tweedie Greater Los Angeles Area Details
Matt Tweedie's UBS Investment Bank Experience June 2012 - August 2012
Job Research Associate at Capital Group
Industry Investment Management
Experience
Capital Group  April 2013 - Present
Skyview Capital  October 2012 - March 2013
UBS Investment Bank   June 2012 - August 2012
Deloitte  September 2009 - September 2011
Deloitte  September 2005 - September 2010
Deloitte & Touche, LLP   October 2002 - September 2005

Skills
Financial Modeling, Corporate Finance, Investment Banking, Financial Analysis, Capital Markets, Valuation, Due Diligence

Education
University of California, Los Angeles - The Anderson School of Management
MBA

University of California, Los Angeles
BA, Economics and History, cum laude

Jarret Voigt Jarret Voigt Calgary, Canada Area Details
Jarret Voigt's UBS Investment Bank Experience March 2008 - April 2013
Job Data Analyst / Business Manager IPS Investment Risk at UBS
Industry Information Technology and Services
Experience
UBS  April 2013 - Present
UBS Investment Bank   March 2008 - April 2013
UBS Investment Bank   March 2006 - February 2008
UBS Investment Bank   July 2000 - February 2006

Skills
Strategic Planning, SQL, Business Analysis, Project Management, Java, Microsoft Excel, Risk Management, Microsoft Office, Fixed Income, Change Management, Team Leadership, C#, ION Marketview, Securities Lending, Hibernate, Electronic Trading..., Visual Studio, Subversion, Eclipse, Electronic Trading, Market Data, Banking, Trading Systems, Oracle SQL, Financial Markets, Trading

Education
The University of Winnipeg
BSc, Business Computing

Martin Sobolewski, CFA Martin Sobolewski, CFA Greater Los Angeles Area Details
Martin Sobolewski, CFA's UBS Investment Bank Experience January 2005 - August 2007
Job Regional Director at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors  December 2012 - Present
Dimensional Fund Advisors  March 2010 - December 2012
Citi  May 2008 - August 2008
UBS Investment Bank   January 2005 - August 2007
KPMG  2003 - 2004

Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Equities, Hedge Funds, Asset Managment, Investment Management, Alternative Investments, Investments, Fixed Income, Portfolio Management, Asset Allocation, Private Equity, Capital Markets, Due Diligence, Equity Research, Corporate Finance, Investment Banking, Venture Capital

Education
UCLA Anderson School of Management   2007 — 2009
MBA, Finance & Strategy

University of Washington   1999 — 2003
BBA, Finance

Leonardo Marti Vaqueiro Leonardo Marti Vaqueiro Greater New York City Area Details
Leonardo Marti Vaqueiro's UBS Investment Bank Experience June 2010 - February 2012
Job Executive Director Sales Latam en Natixis North America
Industry Capital Markets
Experience
Natixis North America  December 2012 - Present
UBS Securities Co., Ltd   November 2011 - December 2012
UBS Investment Bank   June 2010 - February 2012
BlackRock  April 2009 - June 2010
Banamex  May 2006 - April 2009
Price Waterhouse Coopers  July 2005 - May 2006

Education
Universidad Anáhuac   2002 — 2006
Actuaria

Alex Miadelets Alex Miadelets Greater New York City Area Details
Alex Miadelets's UBS Investment Bank Experience June 2011 - Present
Job Executive Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank   June 2011 - Present
Merrill Lynch  June 2010 - June 2011
Bank of America Merrill Lynch  June 2005 - June 2010
PricewaterhouseCoopers  June 2001 - June 2003
KPMG Canada  January 1998 - May 2001

Education
THE WHARTON SCHOOL, University of Pennsylvania   2003 — 2005
Master of Business Administration (MBA), Finance

Trinity Western University   1994 — 1998
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Megan M. Capay, CFA Megan M. Capay, CFA Greater New York City Area Details
Megan M. Capay, CFA's UBS Investment Bank Experience April 2008 - July 2009
Job Director, European Corporate Access & UK Corporate Broking at Citi
Industry Financial Services
Experience
Citi  August 2011 - Present
Barclays Capital  April 2010 - August 2011
UBS Investment Bank   April 2008 - July 2009
Morgan Stanley  March 2004 - March 2008
Morgan Stanley Investment Management  June 1999 - March 2004

Skills
Marketing, Equity Research, Hedge Funds, Corporate Finance, Financial Modeling, Equities, Capital Markets, Bloomberg, Investment Banking, Series 7, Valuation, Fixed Income

Education
Tufts University   1995 — 1999
BA, Economics & Spanish, Economics & Spanish

Dwight-Englewood   1989 — 1995

Qi Tan Qi Tan Greater New York City Area Details
Qi Tan's UBS Investment Bank Experience August 1999 - October 2004
Job Risk Modeling and Analytics
Industry Banking
Experience
AIG  December 2012 - Present
Barclays Capital  September 2011 - November 2012
RBS  October 2004 - September 2011
UBS Investment Bank   August 1999 - October 2004
FNX Limited  December 1992 - August 1999

Skills
Fixed Income, Market Risk, Credit Derivatives, Trading, FX Options, Credit, Enterprise Risk..., Quantitative Finance, Risk Management, Trading Systems, Basel II, Bloomberg, Derivatives, Structured Products, Financial Risk

Education
New York University - Leonard N. Stern School of Business   2001 — 2003
MBA, Finance

Villanova University   1991 — 1993
MS, Computer Science

Tsinghua University   1986 — 1991
BE, Computer Science

Josef Burstein Josef Burstein Greater New York City Area Details
Josef Burstein's UBS Investment Bank Experience 1996 - 2009
Job structured products
Industry Banking
Experience
UBS Investment Bank   1996 - 2009

Education
UCLA Anderson School of Management

Rae Lees Rae Lees Houston, Texas Area Details
Rae Lees's UBS Investment Bank Experience 2007 - Present
Job VP/Inst Equities Group at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank   2007 - Present
A.G. Edwards   2005 - 2007

Education
Trinity University

Vanderbilt University - Owen Graduate School of Management
MBA

Liz McMillan Liz McMillan New York, New York Details
Liz McMillan's UBS Investment Bank Experience October 2007 - Present
Job Executive Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank   October 2007 - Present
UBS Investment Bank   March 2005 - October 2007
UBS Investment Bank   June 2001 - March 2005
UBS Investment Bank   February 2000 - June 2001

Skills
Business Analysis, Change Management, Financial Regulation, Equities, Securities, Bloomberg, Stakeholder Management, Relationship Management, Program Management, Business Process..., Operational Risk, Vendor Management, FINRA, Strategy

Education
Tufts University   1991 — 1995
BA, Psychology

Oceanside High School   1988 — 1991

David Gertner David Gertner New York, New York Details
David Gertner's UBS Investment Bank Experience June 2012 - August 2012
Job Investment Banking Analyst at Portico Capital
Industry Financial Services
Experience
Portico Capital  December 2013 - Present
UBS Investment Bank   June 2012 - August 2012
HighVista Strategies  January 2012 - January 2012
Fidelity Investments  June 2011 - August 2011

Skills
Equities, Investment Banking, Venture Capital, Mergers & Acquisitions, Financial Modeling, Microsoft Office, Stata, Analysis, Finance, Investments, Microsoft Excel, Leveraged Finance, Financial Analysis, Corporate Finance

Education
Tufts University   2009 — 2013
Bachelor of Science, Quantitative Economics, 3.8/4.0

Philip Konnikov Philip Konnikov Greater New York City Area Details
Philip Konnikov's UBS Investment Bank Experience May 2004 - April 2013
Job Managing Director at Three Keys Capital Advisors
Industry Investment Banking
Experience
Three Keys Capital Advisors, LLC   June 2013 - Present
UBS Investment Bank   May 2004 - April 2013

Skills
Private Equity, M&A experience, Financial Modeling, LBO, Valuation, Investment Banking, Equities, Capital Markets, Due Diligence, Mergers & Acquisitions, Securities, Financial Analysis

Education
Tufts University   1996 — 2000
BS, Economics, Biology

JoAnna Costa JoAnna Costa Greater New York City Area Details
JoAnna Costa's UBS Investment Bank Experience 2001 - Present
Job at
Industry Human Resources
Experience
UBS Investment Bank   2001 - Present

Skills
Onboarding, Applicant Tracking..., New Hire Orientations, Background Checks, Personnel Management, HR Transformation, Vendor Management, PeopleSoft, Team Management, Talent Management, Human Resources, HRIS, Recruiting, Talent Acquisition, Employee Relations, Employee Engagement, Performance Management

Education
Trident University International   2009 — 2013
BSBA, Business Administration & HR

Geetha Ramasamy Geetha Ramasamy Greater Chicago Area Details
Geetha Ramasamy's UBS Investment Bank Experience May 2008 - August 2010
Job Application Engineer at FANUC FA americas
Industry Information Technology and Services
Experience
FANUC FA AMERICA Corporation  November 2011 - Present
AT&T Labs, Inc.   September 2010 - May 2012
UBS Investment Bank   May 2008 - August 2010
Tata Consultancy Services  October 2004 - June 2007
PSG  2002 - 2004

Skills
Requirements Analysis, PL/SQL, C, Software Project..., DB2, C#, PMP, MVC3, ASP.NET, ASP.NET MVC, Microsoft SQL Server, SQLite, Agile Methodolgy, Scrum, Windows Services, MVVM, WPF, WCF Services, Database Design, TFS, Visual Studio, Visual SVN, VSS, R, Hadoop, MapReduce, Flume, Hive, Apache Pig, Big Data, Data Analytics, SQL

Education
Thiagarajar College of Engineering   1998 — 2002
BE

SBOA   1995 — 1999

Derek Poole Derek Poole Vancouver, Canada Area Details
Derek Poole's UBS Investment Bank Experience 2009 - 2009
Job
Industry Financial Services
Experience
UBS Investment Bank   2009 - 2009
UBS Investment Bank   2008 - 2008
UBS Investment Bank   2007 - 2007

Skills
Trading, Securities Lending, Bloomberg, Investments, Fixed Income, Equities, Investment Banking, Derivatives, Financial Analysis, Financial Modeling, Financial Services, Hedge Funds, Management, Portfolio Management

Education
University College London, U. of London   2004 — 2007
BSc. Economics, Economics

Jennifer Sikernitsky Jennifer Sikernitsky Greater New York City Area Details
Jennifer Sikernitsky's UBS Investment Bank Experience September 2012 - September 2014
Job Executive Assistant
Industry Financial Services
Experience
UBS Investment Bank   September 2012 - September 2014
Healthfirst  October 2011 - July 2012
Bank of America  2006 - 2011

Education
Trinity College-Hartford   1990 — 1994
Bachelor of Arts (B.A.), American/United States Studies/Civilization

Ed Chung Ed Chung Greater Los Angeles Area Details
Ed Chung's UBS Investment Bank Experience September 2009 - April 2010
Job Vice President at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company  June 2010 - Present
UBS Investment Bank   September 2009 - April 2010

Skills
Leveraged Finance, Financial Modeling, Venture Capital, Corporate Development, Investment Banking, LBO, Financial Analysis, Valuation, Private Equity, Mergers & Acquisitions, Due Diligence, M&A experience, Corporate Finance, Fixed Income, Strategic Planning, Capital Markets, Equities, Digital Media, Bloomberg, Business Development, Strategy, High Yield, Private Placements

Education
UCLA Anderson School of Management   2007 — 2009
MBA

University of Virginia   1997 — 2001
BS, Commerce (McIntire)

Pablo Arteaga Pablo Arteaga Greater New York City Area Details
Pablo Arteaga's UBS Investment Bank Experience May 2009 - June 2013
Job Director, Head of Official Institutions Group Latin America at BlackRock
Industry Investment Banking
Experience
BlackRock  July 2013 - Present
UBS Investment Bank   May 2009 - June 2013
Tradeweb  May 2007 - May 2009
ABN AMRO Bank  May 1998 - September 2006
UBS Investment Bank   May 1992 - May 1998
Banco Central de Bolivia   May 1987 - January 1991

Skills
Investments, Equities, Capital Markets, Derivatives, Fixed Income, Electronic Trading, Bloomberg, Sales, Financial Markets, Bonds, Foreign Exchange, Hedge Funds, Trading, Trading Systems, Interest Rate..., Investment Banking

Education
Thunderbird School of Global Management   1991 — 1992
MBA

University of Richmond   1983 — 1987
BA, Economics

EARJ

Francisco Hervella Francisco Hervella Greater New York City Area Details
Francisco Hervella's UBS Investment Bank Experience August 2004 - February 2006
Job Partner, Latin Trading Group
Industry Investment Banking
Experience
Latin Trading Group   2011 - Present
BNP Paribas  February 2006 - November 2009
UBS Investment Bank   August 2004 - February 2006
Merrill Lynch  July 2000 - August 2004

Skills
Asset Managment, Equities, Derivatives, Financial Markets, Investment Banking, Emerging Markets, Investments, Hedge Funds, Capital Markets, Banking, Fixed Income, Portfolio Management, Trading, Structured Products, Structured Trade

Education
NYU Stern School of Business   1992 — 1994
Master of Business Administration (M.B.A.), Finance, International Business

Universidad Anáhuac   1983 — 1987
Bachelor of Engineering (B.E.), Mechanical, Electrical

Hamilton School

Eric Kaye Eric Kaye Greater New York City Area Details
Eric Kaye's UBS Investment Bank Experience June 2001 - May 2012
Job Vice Chairman, Mergers & Acquisitions at UBS Investment Bank Retired May 2012
Industry Investment Banking
Experience
UBS Investment Bank   June 2001 - May 2012
Robertson Stephens  February 1998 - June 2001
PaineWebber  June 1992 - February 1998

Education
Columbia University   1988 — 1989
MBA, Finance & Marketing

Union College   1981 — 1985
BA, Economics

Salim Captan Salim Captan New York, New York Details
Salim Captan's UBS Investment Bank Experience
Job Prime Brokerage at UBS Securities LLC
Industry Investment Banking
Experience
UBS Investment Bank  

Skills
Alternative Investments, Bloomberg, Capital Markets, Equities, Fixed Income, Hedge Funds, Investment Banking, Prime Brokerage, Swaps, Equity Derivatives, Derivatives, Trading Systems

Education
UCL

Hans Klingbeil Hans Klingbeil New York, New York Details
Hans Klingbeil's UBS Investment Bank Experience June 2003 - Present
Job EXECUTIVE DIRECTOR at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank   June 2003 - Present
Banco Santander  March 2002 - June 2003
Goldman Sachs  August 1996 - October 2001

Skills
Equity Trading, Andean Equity Sales, Equities, ETFs, Latin America Equities..., Mexico Equity Sales, Structured Products, Equity Derivatives, Fixed Income, Hedge Funds, Derivatives, Capital Markets, Bloomberg, Financial Markets, Electronic Trading, Trading Systems, Investment Banking, Equity Research, Prime Brokerage

Education
Universidad Anahuac   1998 — 2000
Master's, Finance

Universidad Anahuac   1994 — 1998
BA, Business

J.B. VELLA J.B. VELLA New Orleans, Louisiana Details
J.B. VELLA's UBS Investment Bank Experience 1997 - 2004
Job Financial Services Professional
Industry Financial Services
Experience
Self-employed  2008 - Present
UBS Investment Bank   1997 - 2004

Skills
Investments, Securities, Equities, Series 7, Hedge Funds, Fixed Income, Asset Management, Portfolio Management, Asset Allocation, Investment Strategies, Trading, Investment Advisory, Bloomberg, Wealth Management, Financial Markets, Capital Markets, Options, Equity Research, Electronic Trading, Financial Advisory, Mutual Funds, Financial Services, Public Speaking, Risk Management, Strategic Planning

Education
Tulane University   1957 — 1961
Organic Chemistry

COLUMBIA AND HARVARD

Andrew Cody Andrew Cody New York, New York Details
Andrew Cody's UBS Investment Bank Experience June 2015 - Present
Job Distressed Sales at Barclays Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank   June 2015 - Present
Barclays Investment Bank  May 2013 - May 2015
Gleacher & Company  July 2012 - May 2013
Raytheon  March 2010 - July 2012
Allen & Company  2009 - 2009

Education
Union College   2005 — 2009
Bachelor of Arts (BA), Economics

Belmont Hill School   1999 — 2005

Matthew Mascera Matthew Mascera Greater New York City Area Details
Matthew Mascera's UBS Investment Bank Experience November 2004 - April 2012
Job Senior Vice President at FBR
Industry Investment Banking
Experience
FBR  June 2012 - Present
UBS Investment Bank   November 2004 - April 2012
Charles Schwab  April 2002 - November 2004
NDB Capital Markets  June 1997 - April 2002

Skills
Investment Banking, Capital Markets, Hedge Funds, Equities, Fixed Income, Bloomberg, Derivatives, Electronic Trading, Equity Research, Valuation, Alternative Investments, Equity Trading, Options, Trading

Education
Tulane University - A.B. Freeman School of Business   1993 — 1997
Bachelor of Science in Management, Finance, General

David Elbaz David Elbaz New York, New York Details
David Elbaz's UBS Investment Bank Experience July 2014 - July 2015
Job Investment Banking Analyst, Leveraged Finance
Industry Investment Banking
Experience
UBS Investment Bank   July 2014 - July 2015
Barrington Research Associates, Inc.   April 2013 - July 2013
Oppenheimer & Co.   June 2011 - August 2011
UBS Wealth Management  December 2010 - January 2011
Finance Department of the City of Boca Raton   May 2010 - August 2010

Education
Tulane Universty
Master of Finance, Energy Specialization

Tulane University - A.B. Freeman School of Business
Bachelor of Science in Management, Finance & Management

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