UBS Investment Bank

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UBS Investment Bank Employees

Employee
Years
Job
Industry
Mark Lutz Mark Lutz College Station, Texas Details
Mark Lutz's UBS Investment Bank Experience June 2015 - August 2015
Job Director | The Big Event at Texas A&M University
Industry Investment Banking
Experience
The Big Event at Texas A&M University  April 2015 - Present
UBS Investment Bank   June 2015 - August 2015
The Big Event at Texas A&M University  April 2014 - April 2015
Sabre Realty Management Inc.   June 2014 - June 2014
Sabre Realty Management Inc.   June 2013 - August 2013

Skills
PowerPoint, Public Speaking, Microsoft Word, Microsoft Office, Leadership, Teamwork, Social Media, Event Planning, Time Management

Education
Texas A&M University   2012 — 2016
Bachelor of Business Administration, Finance, Business Honors

Universitat Autònoma de Barcelona   2014 — 2014

Pablo Solana Medina Pablo Solana Medina Greater New York City Area Details
Pablo Solana Medina's UBS Investment Bank Experience July 2011 - December 2011
Job Investment Banking Analyst at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch  March 2014 - Present
Credit Agricole CIB  August 2013 - March 2014
Credit Agricole CIB  November 2012 - August 2013
HSBC  January 2012 - June 2012
UBS Investment Bank   July 2011 - December 2011
Deloitte  February 2011 - May 2011

Education
Universidad Pontificia Comillas   2010 — 2012
Master in Finance, Finance

Universidad de Las Palmas de Gran Canaria   2006 — 2010
Licenciatura, Business Administration and Management (Finance)

Nick Ravden Nick Ravden Greater Los Angeles Area Details
Nick Ravden's UBS Investment Bank Experience October 2001 - April 2005
Job Director, Client Advisor and Portfolio Manager at Boston Private Wealth
Industry Financial Services
Experience
Boston Private Wealth   April 2014 - Present
Finch's Bistro and Wine Bar   January 2011 - May 2015
University of Southern California  2013 - 2015
University of Southern California  2013 - 2015
Bank of America Merrill Lynch  January 2012 - April 2014
University of Southern California  2013 - 2014
Morgan Stanley Smith Barney  December 2010 - December 2011
Direct Access Partners  December 2008 - October 2010
Merrill Lynch  April 2005 - October 2008
UBS Investment Bank   October 2001 - April 2005

Skills
Financial Goals, Series 7, Equities, Securities Lending, Portfolio Management, Bonds, Derivatives, Securities, Fixed Income, Bloomberg, Settlement, Alternative Investments, Hedge Funds, Investments, Finance, ETFs, Trading, Series 63, Mutual Funds, Capital Markets, Equity Trading, Asset Allocation, Wealth Management, Prime Brokerage, Swaps, Investment Strategies, Investment Advisory, Bloomberg Terminal, Financial Markets, Asset Management, Trading Systems, Valuation

Education
University of Southern California - Marshall School of Business   2013 — 2016
Master of Business Administration (MBA), Investment Analysis and Portfolio Management; Entrepreneurship

University of Arizona   1996 — 2000
B.S., Finance

Ignacio Sotomayor Ignacio Sotomayor New York, New York Details
Ignacio Sotomayor's UBS Investment Bank Experience April 2007 - June 2009
Job Senior Associate at EMX Capital
Industry Financial Services
Experience
EMX Capital   July 2013 - Present
Compass Global Investments / Sycale Advisors   May 2012 - August 2012
The Carlyle Group / EMX Capital   July 2009 - June 2011
UBS Investment Bank   April 2007 - June 2009

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Research, Social Media, Equity Research, Investment Banking, LBO, Hedge Funds, Emerging Markets, Valuation, Private Equity, Financial Modeling

Education
Columbia Business School   2011 — 2013
MBA, Value Investing Program

Universidad Iberoamericana, Ciudad de México   2004 — 2008
Bachelor of Science (B.S.), Chemical Engineering

Scott Stickler, CSA Scott Stickler, CSA Eatontown, New Jersey Details
Scott Stickler, CSA's UBS Investment Bank Experience July 2011 - January 2013
Job President/Owner, Assisting Hands Home Care of Monmouth County
Industry Hospital & Health Care
Experience
Assisting Hands Home Care of Monmouth County   April 2014 - Present
Medical Billing Associates  February 2013 - Present
UBS Investment Bank   July 2011 - January 2013
Saxis Group   August 2009 - July 2011
Saxon Strategic Funds/Nexus Trading   March 2007 - August 2009
Morgan Stanley  February 2000 - March 2007
Bear Stearns  January 1999 - January 2000
O'Shaugnessy Capital   June 1997 - March 1998
Bankers Trust  November 1992 - June 1997
J.P. Morgan   January 1989 - November 1992

Skills
Electronic Trading, Equities, Trading Systems, Prime Brokerage, Trading, Hedge Funds, Options, Equity Derivatives, Ultra Low Latency, Derivatives, Equity Trading, Portfolio Management, Low Latency Trading, Futures, Equity Swaps, Algorithms, Global Business..., Financial Systems Design, Risk Monitoring, Proprietary Trading, Market Data, Financial Services, Financial Markets, Bloomberg, Asset Allocation, Middle Office, Alternative Investments, Credit Derivatives, Securities Lending, ETFs, Capital Markets

Education
University at Albany, SUNY   1985 — 1988
MBA, MIS / Marketing

University at Albany, SUNY   1981 — 1985
BS, MIS

Federico Luini, CPA Federico Luini, CPA Greater New York City Area Details
Federico Luini, CPA's UBS Investment Bank Experience March 2015 - Present
Job Authorized Officer Regulatory Affairs at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank   March 2015 - Present
UBS Investment Bank   October 2013 - March 2015
PwC  September 2011 - October 2013
PwC  June 2010 - October 2010

Skills
Accounting, Assurance, CPA, Asset Management, Alternative Investments, US GAAP, Financial Analysis, Financial Accounting, Auditing, Internal Controls

Education
Università Commerciale 'Luigi Bocconi'   2009 — 2011
Master of Science in Economics and Business Law

University of Michigan - Stephen M. Ross School of Business
Accounting and Finance

Università Commerciale 'Luigi Bocconi'   2006 — 2009
Bachelor in Business Management

Carlos A. Aponte Carlos A. Aponte Tampa/St. Petersburg, Florida Area Details
Carlos A. Aponte's UBS Investment Bank Experience December 2000 - March 2006
Job Banking professional
Industry Banking
Experience
Citi  June 2008 - Present
UBS Home Finance  November 2006 - December 2007
R-G Crown Bank (acquired by Fifth Third Bancorp)   March 2006 - November 2006
UBS Investment Bank   December 2000 - March 2006
Telekurs Financial  April 1999 - December 2000
Macy's East  June 1998 - April 1999
Banco Santander Puerto Rico  May 1997 - August 1997

Education
University of Bridgeport   2000 — 2003
MBA, Master in Business Administration

University of Bridgeport   1994 — 1999
BS, International Business

Colegio San Agustin   1980 — 1994
HS Diploma

Huberto Vargas Huberto Vargas Puerto Rico area Details
Huberto Vargas's UBS Investment Bank Experience July 2010 - August 2010
Job Marketing & Sales Analyst at Cervecera de Puerto Rico
Industry Financial Services
Experience
Compañia Cervecera de Puerto Rico   September 2014 - Present
Mars  May 2013 - 2014
Mars  May 2012 - May 2013
AIESEC Puerto Rico  October 2010 - 2011
UBS Investment Bank   July 2010 - August 2010

Skills
Spanish, PowerPoint, Leadership Development, Financial Analysis, Project Finance, Analysis, Finance, Microsoft Word, Team Leadership, Strategy Development, Critical Thinking, Strategic Planning, Financial Planning, Performance Analysis, Financial Reporting, Direct Sales, Strategic Analysis, Nielsen Data, Product Marketing, Portfolio Performance..., Media Planning, Public Speaking, Budget Monitoring, Budget Reconciliation, SAP, Event Planning, Marketing Strategy, Bloomberg Terminal, Microsoft Excel, Mac OS X

Education
Universidad de Puerto Rico   2009 — 2013
Bachelor's degree, Finance, General

Universidad Complutense de Madrid   2004 — 2005
International Student Exchange

Luke Ruha Luke Ruha New York, New York Details
Luke Ruha's UBS Investment Bank Experience June 2014 - Present
Job Director UBS Investment Bank FX Sales
Industry Investment Banking
Experience
UBS Investment Bank   June 2014 - Present
ASB Bank  September 2013 - February 2014
ASB Institutional   January 2011 - September 2013
Bank of New Zealand  February 2010 - November 2010
Bank of New Zealand  December 2007 - December 2009

Skills
Banking, FX Options, Relationship Management, Foreign Exchange, Financial Markets, Interest Rate..., Foreign Exchange..., Foreign Exchange Risk..., Interest Rate Risk..., Interest Rate Hedging, Finance, Derivatives, Interest Rate Swaps, Rates, Reuters, Portfolio Management, Risk Management, Financial Risk, Microsoft Excel, Microsoft Office, Sales, Structured Finance, Hedging, Capital Markets, Commercial Banking, Retail Banking, Credit, Investment Banking, Financial Services, Corporate Finance, Operational Risk, Business Analysis, Financial Modeling, Financial Analysis, Money Market, Microsoft Word, PowerPoint, Economics, Bloomberg

Education
University of Auckland
Bachelor of Commerce (B.Com.)

CFA Institute   2011 — 2011
CFA Level 1 Exam

King's College, Auckland   1998 — 2000

John Marchese John Marchese Greater New York City Area Details
John Marchese's UBS Investment Bank Experience March 2003 - September 2004
Job Director, Sales at FXall
Industry Financial Services
Experience
FXall  November 2013 - Present
FXall  June 2008 - November 2013
Bear Stearns  March 2007 - June 2008
Bear Stearns  October 2004 - March 2007
UBS Investment Bank   March 2003 - September 2004

Skills
Prime Brokerage, Series 7, Electronic Trading, Trading Systems, FX Options, Market Data, Fixed Income, Hedge Funds, Equities, FX trading, Options, Foreign Exchange, Currency, Automated Trading, Financial Markets, Relationship Management, Sales

Education
University at Albany, SUNY   1997 — 2001

Iona Prep

Oliver Egli Oliver Egli New York, New York Details
Oliver Egli's UBS Investment Bank Experience October 2014 - Present
Job Software Engineer bei UBS Investment Bank
Industry Information Technology and Services
Experience
UBS Investment Bank   October 2014 - Present
UBS Investment Bank   May 2012 - October 2014
UBS Investment Bank   July 2010 - May 2012
ETH Zurich  January 2010 - April 2010
WIKA Systems   October 2006 - September 2009

Skills
Web Services, Java, XML, Unix, SQL, XPath, XQuery, Databases, Data Mining, ITIL, JavaScript, Hibernate, XML Databases, Data Analysis, RSS, Performance Analysis, Performance Tuning, SOAP, Design Patterns, X++, C++, Microsoft Dynamics, Struts, Algorithmen, Trading Systems, FIX, Equities

Education
Universität Konstanz   2009 — 2011
MSc, Information Engineering

Joshua Oynick Joshua Oynick New York, New York Details
Joshua Oynick's UBS Investment Bank Experience July 2011 - April 2012
Job Manager, Platform Solutions at OnDeck
Industry Information Technology and Services
Experience
OnDeck  2014 - Present
Greentech Capital Advisors  April 2012 - September 2013
UBS Investment Bank   July 2011 - April 2012

Education
University of Pennsylvania - The Wharton School   2007 — 2011
B.S. in Economics, Finance, Operations and Information Management

General Assembly   2013 — 2013
Web Development Immersive (WDI) Program, Computer Science

Università Commerciale 'Luigi Bocconi'   2009 — 2009
Study Abroad Program, Finance, Fashion Management

Samiur Rahman Samiur Rahman Greater Los Angeles Area Details
Samiur Rahman's UBS Investment Bank Experience 2006 - 2006
Job Finance Professional
Industry Financial Services
Experience
Fir Tree Partners  June 2013 - October 2013
University of Cambridge  September 2012 - August 2013
Manhattan Atlantic Capital LLC   September 2012 - June 2013
Sapia Partners LLP   April 2013 - May 2013
ARGUS / RACE   October 2010 - September 2012
Dimension Capital Partners   March 2009 - October 2010
RBS Greenwich Capital  October 2007 - March 2009
Merrill Lynch Investment Managers  2006 - 2007
UBS Investment Bank   2006 - 2006

Skills
Valuation, Strategy, Hedge Funds, Investments, Equity Research, Financial Modeling, Equities, Start-ups, Investment Banking, Entrepreneurship, Emerging Markets, Fundamental Analysis, Proprietary Trading, Fixed Income, Capital Markets, Business Development, Portfolio Management, Technical Analysis, Credit Rating, Private Equity, Corporate Finance, Mergers & Acquisitions, Bloomberg, Derivatives, Venture Capital, Equities and Fixed..., Investment Analysis, Credit Research, Trading, Financial Analysis, Risk Management, Microsoft Excel, Bloomberg Terminal, Value Investing, IPO, Mutual Funds, Data Analysis, Due Diligence, Capital IQ, PowerPoint, Finance, Microsoft Office, Economics, Econometrics, Leadership, Forecasting, Microsoft Word, Public Speaking, Teamwork, International Relations

Education
University of Cambridge   2012 — 2013
Masters in Finance

University of Cambridge - Darwin College   2012 — 2013

University of Bridgeport   2004 — 2007
Bachelor of Science (B.S.), Majors: Finance & Accounting Minor: Economics, Summa cum laude, Top quintile, 1st Rank in Finance, Academic Award, Dean's Award

Manarat

Dariush Nazem Dariush Nazem New York, New York Details
Dariush Nazem's UBS Investment Bank Experience August 2012 - Present
Job Executive Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank   August 2012 - Present
Goldman Sachs  October 2005 - August 2012
Merrill Lynch  2005 - 2005
Lehman Brothers  2001 - 2004

Skills
Business Strategy, Electronic Trading, Market Structure, Product Development, Equity Trading, New Business Development, Trading Systems, Financial Markets, Program Trading, Direct Market Access, Prime Brokerage, Low Latency

Education
University at Buffalo   1996 — 2001
Bachelor of Business Administration, Information Systems & Computer Science

Yorktown High School

Sherrie Barr Mack Sherrie Barr Mack Buffalo/Niagara, New York Area Details
Sherrie Barr Mack's UBS Investment Bank Experience 2000 - 2001
Job The MackBarr Group
Industry Program Development
Experience
The MackBarr Group   March 2011 - Present
Employee Family Protection, Inc.   November 2013 - November 2014
Gerber Technology  June 2005 - February 2010
SB Consulting Services   February 2001 - May 2005
UBS Investment Bank   2000 - 2001
Upward Mobility Enterprises   1994 - 1998

Skills
Public Relations, Public Policy, Public Affairs, Start-ups, Public Speaking, Strategic Communications, Event Planning, Social Media, Strategic Planning, Sales, Marketing Strategy, Marketing, Market Research, Team Building, Leadership Development, Community Outreach, Veterans Affairs

Education
State University of New York at Albany
Bachelor of Arts (BA), Public Affairs

State University of New York at Albany
Bachelor of Arts (B.A.), Public Affairs

Glenn Goggins Glenn Goggins Greater New York City Area Details
Glenn Goggins's UBS Investment Bank Experience June 2001 - June 2013
Job Senior Counsel Securities/Corporate/Compliance
Industry Legal Services
Experience
BNY Mellon  May 2014 - Present
UBS Investment Bank   June 2001 - June 2013
GE Capital  September 1997 - June 2001
JPMorgan Chase  January 1990 - September 1997
Brown & Wood (Sidley Austin)   August 1985 - December 1989

Skills
Capital Markets, Securities, Fixed Income, Investment Banking, Treasury, Corporate Finance, Due Diligence

Education
University of North Carolina School of Law   1982 — 1985
Doctor of Law (J.D.)

State University of New York at Albany   1979 — 1982
Bachelor of Science (BS), Accounting

Obediah Ben Samuel Obediah Ben Samuel New York, New York Details
Obediah Ben Samuel's UBS Investment Bank Experience July 2009 - August 2010
Job Assistant Vice PresidentAttorneyMUFG; Bank of TokyoMitsubishi UFJ (BTMU)
Industry Law Practice
Experience
MUFG; Bank of Tokyo-Mitsubishi UFJ (BTMU)   June 2015 - Present
Credit Suisse  May 2014 - May 2015
Morgan Stanley  January 2014 - May 2014
Nelson Levine de Luca & Hamilton  August 2013 - 2014
U.S. Bankruptcy Court Southern District of Florida   May 2012 - August 2012
Esemplia Emerging Markets: Legg Mason International Equities   March 2012 - May 2012
US Securities and Exchange Commission  May 2011 - August 2011
UBS Investment Bank   July 2009 - August 2010
IBM  June 2008 - July 2009
Morgan Stanley Investment Management  May 2007 - August 2007

Skills
Financial Modeling, Analysis, Research, Legal Writing, Mergers & Acquisitions, Legal Research, Litigation, Securities, Finance, Forecasting, Bankruptcy, Financial Analysis, Mergers, Unfair Competition, Insurance, Capital Markets, Corporate Law, Strategy, Regulatory Affairs

Education
University of Notre Dame Law School   2010 — 2013
J.D., Law

University of Miami   2004 — 2008
BBA, International Finance & Marketing/Pre-law

University of Miami - School of Business   2004 — 2008
BBA, International Finance/Marketing

Universidad del Sagrado Corazón   2006 — 2006
Finance

François Dang Ngoc François Dang Ngoc New York, New York Details
François Dang Ngoc's UBS Investment Bank Experience July 2010 - December 2011
Job Sr. Software Engineer
Industry Computer Software
Experience
Simulmedia, Inc.   July 2014 - Present
Onswipe  August 2013 - July 2014
AppNexus  January 2012 - August 2013
UBS Investment Bank   July 2010 - December 2011
Admit One  January 2009 - July 2010
Maralis   February 2007 - January 2009
yOOnew, Inc.   May 2007 - December 2008
Mylifemoves   October 2006 - February 2007
Boomeehaa   August 2006 - September 2006
INRIA  October 2002 - February 2006

Skills
Spring, Hibernate, Subversion, Java, MySQL, Maven, Tomcat, Linux, Apache, PHP, Distributed Systems, Ant, MongoDB, Python, JDBC, jQuery, Solr, Scrum, PostgreSQL, Android, Databases, DWR, JSON, JUnit, Hudson, Symfony, JSTL, JIRA, Memcached, Oracle Coherence, TestNG, TeamCity, Confluence, RESTful WebServices, Zend Framework, API, PhoneGap, Facebook API, ActiveMQ, Vim, RMI, JMock, Swing, Guice, Sphinx, Web Scraping, LinkedIn API, Scala, Amazon Web Services..., Git

Education
Université de Versailles Saint-Quentin-en-Yvelines   2002 — 2006
PhD, Database, XML, Security, Smart Cards

Université Pierre et Marie Curie (Paris VI)   2001 — 2002
Master, Computer Science

Université de Versailles Saint-Quentin-en-Yvelines   1998 — 2001
Bacchelor, Computer Science

Hitesh Savla Hitesh Savla Greater New York City Area Details
Hitesh Savla's UBS Investment Bank Experience October 2008 - July 2009
Job Software configuration Build and Release Engineer at NYK Line
Industry Computer Software
Experience
NYK Line  August 2011 - Present
Albridge, an Affiliate of Pershing  August 2009 - September 2011
UBS Investment Bank   October 2008 - July 2009

Skills
Perl, Unix, Subversion, Ant, Weblogic, Java, Unix Shell Scripting, Software Configuration..., ClearCase, InstallShield, Build Automation, Java Enterprise Edition, Configuration Management, MSI, WiX, Python, Git, casperjs, JavaScript, Maven

Education
State University of New York at Albany   2006 — 2008
Master's degree, Computer Science

Shah and Anchor Engineering college   2002 — 2006
BE, Computers

Bedros Yessaian Bedros Yessaian Greater New York City Area Details
Bedros Yessaian's UBS Investment Bank Experience June 2010 - September 2011
Job Senior Vice President Enterprise Technology Solutions, Citi Commercial Bank Risk
Industry Financial Services
Experience
Citi  June 2013 - Present
Barclays Capital  September 2011 - March 2013
UBS Investment Bank   June 2010 - September 2011
Citigroup  September 1999 - June 2010
Sapient  September 1997 - September 1999

Skills
Fixed Income, Investment Banking, Capital Markets, Derivatives, Credit Derivatives, Equities, Credit Risk, Business Intelligence, Basel III, Data Warehousing, Databases, Software Project..., Technical Architecture, QlikView, Business Objects, Risk Management, Information Technology, SDLC, Financial Risk, Portfolio Management, Basel II, Market Data, Financial Services, Sybase

Education
State University of New York at Albany   1994 — 1997
Bachelor of Science (B.S.), Computer Science & Applied Math

Mitchell Chalsen Mitchell Chalsen Greater New York City Area Details
Mitchell Chalsen's UBS Investment Bank Experience 2006 - November 2007
Job
Industry Information Technology and Services
Experience
UBS Investment Bank   2006 - November 2007
UBS Investment Bank   1994 - 2006
UBS Global Asset Management  September 1999 - September 2004
PaineWebber  September 1998 - November 1999
IBM Solutions Delivery  April 1995 - September 1998
IBM Global Services  June 1981 - April 1995

Skills
PMO, Business Analysis, Financial Services, Temporary Placement, SDLC, Derivatives, Vendor Management, Account Management, Agile Methodologies, Agile Project Management, Applicant Tracking..., Business Intelligence, CRM, Consulting, Contract Recruitment, IT Strategy, Enterprise Software, Leadership, Management, PMP, Professional Services, Project Management, Project Portfolio..., Strategy, Technical Recruiting

Education
New York University - Leonard N. Stern School of Business   1993 — 1995
MBA

State University of New York at Albany   1977 — 1981
BS

Clakstown H.S. North

Lauren (Cavagnaro) Stollow Lauren (Cavagnaro) Stollow Greater New York City Area Details
Lauren (Cavagnaro) Stollow's UBS Investment Bank Experience 2006 - January 2009
Job Head of Strategy & Business Operations at Tradeweb Direct
Industry Financial Services
Experience
Tradeweb  May 2014 - Present
BondDesk Group LLC  May 2011 - April 2014
UBS Investment Bank   2006 - January 2009
BondDesk Group LLC  1999 - 2005
Goldman Sachs  1998 - 1999

Skills
Fixed Income, Capital Markets, Trading Systems, Derivatives, Financial Markets, Investment Banking, Bonds, Trading, Electronic Trading, Equities, Business Development, Change Management, Bloomberg, Hedge Funds, Structured Products

Education
State University of New York at Albany   1994 — 1998
Bachelor of Science (BS), Business

Emma willard   1990 — 1994

Scott Palmerton Scott Palmerton Buffalo/Niagara, New York Area Details
Scott Palmerton's UBS Investment Bank Experience October 1996 - October 2008
Job Director Finance FVP First Niagara Bank N.A.
Industry Financial Services
Experience
First Niagara Bank  October 2008 - Present
UBS Investment Bank   October 1996 - October 2008

Skills
Credit, Bloomberg, Intex, CMBS, Treasury, Banking, Risk Management, Fixed Income, Portfolio Management, Commercial Mortgages, Trading, Investments, Hedging, Structured Products, Structured Finance, Capital Markets, Securities

Education
University at Buffalo
Economics

Eric Dubreuil Eric Dubreuil Toronto, Canada Area Details
Eric Dubreuil's UBS Investment Bank Experience December 1997 - April 2009
Job Managing Director, Head of Institutional Equity at JitneyTrade
Industry Capital Markets
Experience
JitneyTrade  August 2011 - Present
GMP Securities  April 2009 - January 2011
UBS Investment Bank   December 1997 - April 2009

Skills
Equities, Program Trading, Capital Markets, Derivatives, Fixed Income, Bloomberg, Electronic Trading, Trading Systems, Equity Trading, Options, Trading, Hedge Funds, Financial Markets, Securities

Education
Université de Sherbrooke / Sherbrooke University   1992 — 1993
Master of Science (MSc), Finance

UQAM   1989 — 1992
Bachelor of Business Administration (B.B.A.), Finance, General

ecole de mortagne

ecole de mortagne

Rafael de la Guia Rafael de la Guia San Francisco Bay Area Details
Rafael de la Guia's UBS Investment Bank Experience July 2006 - October 2007
Job Principal at Omidyar Network
Industry Venture Capital & Private Equity
Experience
Omidyar Network  August 2012 - Present
Acumen Fund  June 2011 - August 2011
New Ventures México   March 2010 - August 2010
MezzVest (a division of CapVest Limited)   October 2007 - March 2010
UBS Investment Bank   July 2006 - October 2007
UBS Investment Bank   June 2005 - September 2005

Skills
Financial Modeling, Valuation, Private Equity, Venture Capital, Due Diligence, Investment Banking, Entrepreneurship, Emerging Markets, Corporate Finance, Financial Analysis, Investments, Finance, Mergers & Acquisitions, Portfolio Management

Education
University of California, Berkeley - Walter A. Haas School of Business   2010 — 2012
MBA, Venture Capital, Social Entrepreneurship

Universidad Pontificia Comillas   2000 — 2006
ICADE E-3, Business Administration & Law

Elizabeth Ann Dugan Elizabeth Ann Dugan Greater New York City Area Details
Elizabeth Ann Dugan's UBS Investment Bank Experience September 1993 - January 1995
Job Day Trader
Industry Investment Management
Experience
Self employed  April 2009 - Present
EA Gallery   April 2007 - January 2010
Just Tri   September 2003 - April 2007
UBS Investment Bank   September 1993 - January 1995
Merrill Lynch  February 1987 - February 1993

Skills
Integrity, Great communications..., Adaptable to Changes, Self-motivated Team..., Interpersonal..., Ambition, Highly Dedicated, Hard working, Creativity, Reliable, Leadership, Child Development, Mothers, Entertainment, Financial Accounting, Financial Reporting, Financial Analysis, Galleries, Contemporary Art, Sales, Arts Administration, Sales Management, Recruiting, Media Relations, Advertising, Trade Shows, Curating, Budget Process, Visual Arts, Athletic Performance, Athletic Training, Travel, Microsoft Word, QuickBooks, Apple Safari, Windows 7, Mediation, Psychology, Golf, Tennis, Triathlon, Skiing

Education
University of Alabama   1981 — 1985
Bachelor of Business Administration (B.B.A.), Finance

University of Alabama, Manderson Graduate School of Business   1981 — 1985
MBA, Finance

Jay McKillop Jay McKillop Greater New York City Area Details
Jay McKillop's UBS Investment Bank Experience June 2014 - Present
Job Director, Regional Security at UBS
Industry Investment Banking
Experience
UBS Investment Bank   June 2014 - Present
BlackRock  April 2012 - June 2014
Barclays Capital  April 2008 - April 2012
The New York Times  October 1987 - April 2008
FBI  July 1983 - October 1987
Internal Revenue Service  October 1978 - July 1983
Attorney General - Office of the Special Prosecutor - Health and Medicaid Fraud   July 1976 - October 1978

Skills
Certified Public..., Physical Security, Fraud, Human Resources, Private Investigations, Security Management, Internal Investigations, Risk Assessment, Risk Management, Enforcement, Security, Security Operations, Strategic Planning, Management, CPA, Corporate Security, Due Diligence, Access Control, Finance, Government, Internal Audit, Business Strategy, Crisis Management, Investigation, Protection

Education
State University of New York at Albany
Bachelor of Science, Business Administration/ Accounting

University of Pennsylvania - The Wharton School
Certificate, Executive Development Program for Security Executives

Rob Emmerich, CSM Rob Emmerich, CSM Greater New York City Area Details
Rob Emmerich, CSM's UBS Investment Bank Experience September 2005 - August 2008
Job Associate Vice President of QA Engineering at BGC Partners
Industry Financial Services
Experience
BGC Partners  August 2008 - Present
UBS Investment Bank   September 2005 - August 2008

Skills
Trading Systems, Electronic Trading, Market Data, Fixed Income, Derivatives, Equity Derivatives, FX Options, Bloomberg, Options, Quality Center, Financial Markets, SDLC, Capital Markets, Credit Derivatives, Interest Rate..., Automation, QTP, Scripting, Exchange Connectivity, Low Latency, Sybase

Education
University at Albany, SUNY   1996 — 2000
Bachelor of Science, Management Information Systems

Aidan Goode Aidan Goode Greater New York City Area Details
Aidan Goode's UBS Investment Bank Experience November 2013 - January 2015
Job Trader at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank   November 2013 - January 2015
UBS Investment Bank   October 2010 - November 2013
RBC Capital Markets  June 2010 - November 2010
Redington Ltd   September 2009 - May 2010
HSBC  June 2008 - September 2008

Skills
Trading, Capital Markets, Equities, Equity Derivatives, Derivatives, Hedge Funds, Investments, Asset Allocation, Financial Modeling, Bloomberg, Bonds, Fixed Income, Credit Derivatives, Finance, Investment Strategies, Investment Banking, Global Macro, Asset Management, Alternative Investments, Portfolio Management, ALM, Structured Products

Education
Certificate in Quantitative Finance (CQF)   2015 — 2015

University College Dublin   2005 — 2009
Bachelor in Actuarial and Financial Studies

Glenstal Abbey School

Angel Cura Civetta Angel Cura Civetta Greater Chicago Area Details
Angel Cura Civetta's UBS Investment Bank Experience April 2002 - October 2010
Job Vice President at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation  August 2015 - Present
The Judge Group  April 2014 - August 2015
Apex Systems  January 2011 - September 2013
UBS Investment Bank   April 2002 - October 2010
Concero / PSW Technologies   July 1996 - April 2002
UTN - Facultad Regional Córdoba   April 1996 - June 1996
FHC - FEDERICO HEINZ CONSULTORA   January 1993 - January 1996
DeS.E - DESARROLLO DE SISTEMAS   January 1989 - January 1993
SAM - SISTEMAS A MEDIDA   January 1989 - January 1989

Skills
Business Analysis, Software Development, SDLC, Software Project..., Risk Management, Project Management, Fixed Income, Requirements Analysis, ITIL, Business Requirements, Unix, Derivatives, Trading Systems, Oracle, IT Strategy, Agile Methodologies, Change Management, Vendor Management, Testing, Analysis, Requirements Gathering, Enterprise Architecture, Program Management, Project Delivery, PMO, Banking, Business Process..., Integration, Sybase, Quality Assurance, Solution Architecture, SQL, Leadership, Financial Risk, Trading, Project Portfolio..., PMP, Agile Project Management, IT Management, Business Process, Visio, Data Analysis, MS Excel Pivot Tables, Microsoft Excel, Microsoft Office, MS Project, UML, Microsoft Word, PowerPoint, User Acceptance Testing

Education
Universidad Tecnológica Nacional   1985 — 1991
BS, Information Systems Analysis

Universidad Nacional de Córdoba   1983 — 1984
English Translation

Universidad Nacional de Córdoba   1981 — 1984
Electrical Electronic Engineering

Donatas Ivanavicius Donatas Ivanavicius Greater New York City Area Details
Donatas Ivanavicius's UBS Investment Bank Experience October 2003 - September 2006
Job Client Onboarding for FX Business at Credit Suisse
Industry Banking
Experience
Credit Suisse  June 2012 - Present
Citi  January 2012 - June 2012
JPMorgan  August 2009 - September 2011
UBS  June 2006 - May 2009
UBS Investment Bank   October 2003 - September 2006

Education
University of Bridgeport   2001 — 2004
Master of Business Administration (MBA), Finance

Kaunas University Of Technology   1995 — 2000
Mechanical Engineering

Sean Westley Sean Westley Greater New York City Area Details
Sean Westley's UBS Investment Bank Experience September 2008 - June 2010
Job Managing Director at Weeden Prime Services, LLC
Industry Financial Services
Experience
Weeden Prime Services, LLC   March 2014 - Present
ConvergEx Group  2008 - Present
UBS Investment Bank   September 2008 - June 2010
Credit Suisse  2003 - 2008
Goldman Sachs  1997 - 2003
Bankers Trust  1994 - 1997

Skills
Derivatives, Investment Banking, Alternative Investments, Capital Markets, Asset Management, Prime Brokerage, Equities, Fixed Income, Hedge Funds, Bloomberg, Electronic Trading, Trading Systems, Portfolio Management, Private Equity, FX Options, Trading, Risk Management, Securities, Valuation, Investments, Series 7, Financial Markets, Equity Derivatives, Financial Analysis, Financial Modeling, Emerging Markets, Financial Services, Options, Equity Trading, Mutual Funds, Strategy, Series 63, Due Diligence

Education
University at Albany, SUNY
BA

st francis prep!

Andrew Shore Andrew Shore New York, New York Details
Andrew Shore's UBS Investment Bank Experience June 2005 - August 2007
Job Vice President at Ares Management (formerly AREA Property Partners)
Industry Real Estate
Experience
Ares Management  July 2013 - Present
AREA Property Partners LP  August 2012 - Present
AREA Property Partners LP  June 2011 - August 2011
Real Estate Venture Capital Partners   September 2007 - April 2010
UBS Investment Bank   June 2005 - August 2007

Skills
Real Estate, Commercial Real Estate, Real Estate Transactions, Real Estate Development, Corporate Real Estate, Real Estate Private..., Real Estate Investor, Private Equity, Investment Banking, Real Property, Property Management, Soccer, Professional Sports, Volatility, Valuation

Education
Harvard Business School   2010 — 2012
Master of Business Administration (MBA)

University of Bath   2002 — 2005
Bachelor of Science (BSc), Economics and Politics, First Class

James Paolucci James Paolucci Greater New York City Area Details
James Paolucci's UBS Investment Bank Experience April 2015 - Present
Job Director Prime Services at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank   April 2015 - Present
Barclays  May 2011 - April 2015
J.P. Morgan   August 2007 - May 2011

Skills
Prime Brokerage, Financial Services, CDS, CRM, Project Management, Relationship Management, Dodd-Frank, Fixed Income, Derivatives, Equities, Investment Banking, Bloomberg, Capital Markets, Hedge Funds, Trading, Trading Systems, Financial Markets, Series 7, FX Options, Portfolio Management

Education
State University of New York at Albany   2000 — 2004
Economics

Walter Schmidli Walter Schmidli Greater New York City Area Details
Walter Schmidli's UBS Investment Bank Experience 1994 - 1999
Job Financial Services Professional
Industry Financial Services
Experience
Padgett Business Services Stamford and Greenwich, CT   2009 - Present
SwissFavorites   2009 - 2011
UBS AG  2001 - 2008
UBS  1999 - 2001
UBS Investment Bank   1994 - 1999
UBS  1991 - 1994
UBS  1990 - 1991
UBS Investment Bank   1989 - 1990
UBS  1984 - 1989
UBS  1981 - 1984

Skills
New Business Development, Negotiation, Risk Management, Accounting, Finance, Small Business, Financial Reporting, Analysis, Start-ups, Credit, Portfolio Management, Change Management, Strategic Financial..., Tax, Leadership, Investment Banking, CRM, Management, Structured Finance, Due Diligence, Credit Risk, Financial Structuring, Mergers & Acquisitions, Asset Management, Banking, Financial Modeling, Business Planning, Integration, Internal Controls, Strategy, Financial Accounting, Funding, Loans, Management Consulting, Investments, Financial Analysis, Restructuring, Corporate Finance, Securities

Education
UBS NY   1989 — 2008
Credit Training Program organized by UBS NY and Weiss Associates


Master of Law, Law

Karsten Berlage Karsten Berlage Greater New York City Area Details
Karsten Berlage's UBS Investment Bank Experience August 1994 - July 2008
Job Managing Director at Allianz Risk Transfer
Industry Financial Services
Experience
Allianz Risk Transfer  August 2008 - Present
UBS Investment Bank   August 1994 - July 2008

Education
University of Zurich   1990 — 1994
Masters, Business Administration

Universität Konstanz   1988 — 1990
Undergraduate, Economics, Law

Amir Herschberg Amir Herschberg Greater Nashville Area Details
Amir Herschberg's UBS Investment Bank Experience February 2015 - Present
Job Release Manager at UBS Investment Bank
Industry Information Technology and Services
Experience
UBS Investment Bank   February 2015 - Present
University of Phoenix  May 2002 - June 2015
SAIC  October 2004 - February 2015
IBM Global Services  December 1998 - December 2003
University of Arizona  May 1996 - May 1997

Skills
Process Improvement, Requirements Gathering, Troubleshooting, Strategic Planning, Team Leadership, Technical Documentation, Planning, Change Management, Problem Solving, Project Planning, Cloud Computing, Software Project..., ITIL, SDLC, Integration, Deployment, System Deployment, Project Management, VMware, Unix, Disaster Recovery, Software Development

Education
University of Phoenix   1999 — 2001
MS CIS, Computer Information Systems

University of Arizona   1995 — 1997
BS MIS, Management Information Systems

Makif Aleph   1984 — 1987

Carlos Cruz Carlos Cruz New York, New York Details
Carlos Cruz's UBS Investment Bank Experience July 2013 - June 2014
Job Associate at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group  June 2014 - Present
UBS Investment Bank   July 2013 - June 2014
The Wharton School  September 2010 - May 2013
UBS Investment Bank   May 2012 - August 2012
Cardinal Health  May 2011 - April 2012
International Risk Consultants  August 2008 - March 2011

Skills
Financial Modeling, Financial Analysis, Data Analysis, Microsoft Excel, Valuation, PowerPoint, Microsoft Office, Corporate Finance, Research, Business Strategy, Project Management, Spanish, Management

Education
University of Pennsylvania - The Wharton School   2009 — 2013
BS, Economics, Finance, Graduated Cum Laude

Universidad Pontificia Comillas   2011 — 2011

Lia Corina Nunes Koo Lia Corina Nunes Koo Miami/Fort Lauderdale Area Details
Lia Corina Nunes Koo's UBS Investment Bank Experience May 2011 - August 2011
Job Tourism Senior Analyst, Lan Airlines
Industry Airlines/Aviation
Experience
LATAM Airlines  May 2015 - Present
LAN Airlines  April 2014 - May 2015
LAN Airlines  October 2012 - March 2014
Espirito Santo Bank  June 2012 - August 2012
UBS Investment Bank   May 2011 - August 2011
University of Miami, Miller School of Medicine  May 2010 - December 2010

Skills
Analysis, Spanish, Strategy, Microsoft Excel, Sales, Strategic Planning, Microsoft Office, Marketing, Business Planning, PowerPoint, Finance, Teamwork, Access, Team Leadership, Competitive Analysis, Negotiation, Management, MS Project, Market Research, Business Strategy, English, Microsoft Word, Brazilian Portuguese, Sabre, GDS systems, Product Management, Tourism Boards, Public Speaking, Airline Management, Airlines, Airline Reservations, Tour Operators, Travel Management

Education
University of Miami   2009 — 2012
Bachelor of Arts (B.A.), Economics, 3.23

Universidad Simón Bolívar   2008 — 2009
Coursework, Industrial Engineering 2008-2009

Academia Merici, Caracas, Venezuela   1993 — 2008
High School Diploma

Richard Wegescheide Richard Wegescheide Greater New York City Area Details
Richard Wegescheide's UBS Investment Bank Experience January 2006 - October 2011
Job Vice President, IT Business TechCitigroup Technology Inc
Industry Financial Services
Experience
Citigroup Technology Inc.  April 2012 - Present
UBS Investment Bank   January 2006 - October 2011
UBS Investment Bank   October 1998 - January 2006
Daiwa Securities  January 1995 - October 1998
MABON SECURITIES CORP  January 1993 - January 1995
TESTWELL CRAIG LABORATORIES   September 1991 - January 1993
BNY Securities   June 1986 - August 1990
Irving Trust Company  December 1981 - June 1986
DUTCHESS BANK AND TRUST COMPANY   March 1975 - August 1980

Skills
Fixed Income Products, Operational Risk, Financial Institutions

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   1980 — 1981
MBA, Management-Finance, 3.5

University at Buffalo   1975 — 1977
BS, Management, 3.5

Maribel Ortiz-Castro, CFA Maribel Ortiz-Castro, CFA Puerto Rico area Details
Maribel Ortiz-Castro, CFA's UBS Investment Bank Experience 2005 - 2005
Job Business Consultant/Entrepreneur
Industry Financial Services
Experience
Insightful Consulting   March 2015 - Present
New Co.   March 2015 - Present
Operating Partners Co., LLC.   January 2011 - March 2015
Operating Partners Co.   January 2011 - January 2014
First BanCorp  September 2006 - January 2011
Operating Partners Co.   2005 - 2006
UBS Investment Bank   2005 - 2005

Skills
Finance, Financial Analysis, Investments, Portfolio Management, Valuation, Mortgage Lending, Credit Risk, Due Diligence, Mergers & Acquisitions, Banking, Corporate Finance, Financial Modeling, Capital Markets, Investment Banking, Loans, Fixed Income, Structured Finance, Bloomberg, Credit, Asset Management, Credit Analysis, Financial Risk, Private Equity, Risk Management, Derivatives, Accounting, Alternative Investments, Trading, Bonds, Structured Products, Financial Services, Financial Reporting, Business Valuation, Economics, Real Estate Economics, Mortgage Banking, Wealth Management, Consumer Lending, Venture Capital, Real Estate, Acquisitions, Microsoft Word, Bilingual Communications, Cross Functional Team..., Cross-cultural..., Cross-functional..., Intercultural Awareness, Transformational..., Cross-functional Team..., Multi-Cultural Team...

Education
Universidad de Puerto Rico   2002 — 2005
BBA, Finance and Economics

UHS   1996 — 2002
High School Diploma

AnnMarie Cassano-Raneri AnnMarie Cassano-Raneri Greater New York City Area Details
AnnMarie Cassano-Raneri's UBS Investment Bank Experience January 2007 - July 2008
Job Vice President
Industry Financial Services
Experience
BNY Mellon  2009 - Present
UBS Investment Bank   January 2007 - July 2008

Skills
Banking, Bloomberg, Bonds, Capital Markets, Derivatives, Equities, Financial Risk, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Investments, Middle Office, Mutual Funds, Portfolio Management, Relationship Management, Securities, Securitization, Structured Products

Education
University at Albany, SUNY   1998 — 2001
BA, Economics

Richard Dampf Richard Dampf Weston, Connecticut Details
Richard Dampf's UBS Investment Bank Experience February 2005 - September 2012
Job Senior Project Manager Business Solutions Group at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank  April 2015 - Present
HSBC Global Banking and Markets  September 2014 - March 2015
Royal Bank of Scotland  September 2012 - September 2014
UBS Investment Bank   February 2005 - September 2012
Citigroup  January 2002 - February 2005
PricewaterhouseCoopers Consulting  January 2000 - January 2002
KPMG Consulting LLP, New York, NY   January 1997 - December 1999
MOODY’S INVESTORS SERVICE, New York, NY   November 1992 - December 1996
Citicorp North America Inc  January 1988 - November 1992
Coopers & Lybrand Consulting  January 1985 - December 1987

Skills
•Business Process..., •Project Management, •Risk Management and..., •Treasury/Cash..., •Strategic Planning &..., •Test Planning and..., •Performance..., •Pre and Post Merger..., •Acquisition Analysis, •Financial/Management..., •Financial Modeling, •Investment Valuation, •ERP Tool Evaluation,..., C.F.A - Chartered..., C.P.A - Certified..., SAP – Certified in R/3..., NASD Series 7 -..., Citicorp - Global..., Board of Directors –..., Coach – Weston Little..., General Contractor –..., Competitive Tennis..., Business Process, Risk Management, Trading, Executive Management, Training, Trading Systems, Market Risk, Operational Risk, Analysis, Financial Analysis, Equities, Portfolio Management, Management, FX Options, Internal Controls, Financial Services, SDLC, Investment Banking, Business Requirements, Capital Markets, Integration, CRM, Finance, Budgets, Derivatives, Fixed Income, Financial Markets, Banking

Education
SUNJ Rutgers   1984 — 1985
Master of Business Administration (M.B.A.), Accounting

SUNY Albany
Bachelor of Science (BS), Finance and Economics

Fraser McDonald Fraser McDonald New York, New York Details
Fraser McDonald's UBS Investment Bank Experience March 2015 - Present
Job Business Manager US Cash Equities at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank   March 2015 - Present

Skills
Social Media, Microsoft Word

Education
University of Aberdeen
Management, Accounting and Business/Management

St Columba's School Kilmacolm   1996 — 2009

Mindi Weissman Mindi Weissman Greater New York City Area Details
Mindi Weissman's UBS Investment Bank Experience 1993 - 1998
Job Director of Business Development at U.S. Legal Support, Inc.
Industry Legal Services
Experience
U.S. Legal Support, Inc.   August 2015 - Present
MedSource National   February 2015 - August 2015
InnerWorkings  2004 - February 2015
UBS Investment Bank   1993 - 1998

Skills
Insurance, Sales Management, Sales, Business Development, Strategic Planning, Workers Compensation, Commercial Insurance, New Business Development, Management, Litigation Suppport, Legal Assistance, Account Management, Claims Management, Customer Service

Education
University at Buffalo

Frederic Dang Ngoc Frederic Dang Ngoc Greater New York City Area Details
Frederic Dang Ngoc's UBS Investment Bank Experience July 2010 - December 2011
Job Software Engineer at TD Securities
Industry Consumer Goods
Experience
TD  September 2013 - Present
AppNexus  January 2012 - September 2013
UBS Investment Bank   July 2010 - December 2011
Admit One  January 2009 - July 2010
yOOnew, Inc.   April 2007 - December 2008
Maralis   February 2007 - April 2007
Bloodhound Search Technologies Inc.   August 2006 - February 2007
France Telecom R&D Division   October 2002 - October 2005
INRIA  April 2002 - September 2002
Verte Ma Valley   July 2001 - September 2001

Skills
Scala, Akka, AngularJS, Apache Spark, Spring, Hibernate, Java, MySQL, Maven, Distributed Systems, Linux, JavaScript, Python, JDBC, jQuery, JUnit, Tomcat, Apache, PHP, PostgreSQL, Web Services, Multithreading, DWR, Oracle, Flex, Android, GWT, C, Lucene, JProfiler, LightStreamer, Microsoft SQL Server, Eclipse, Design Patterns, REST, JMS, Sphinx, Oracle Coherence, Jython, GIMP, Swing, Servlets, OOP, Amazon Web Services..., Shell Scripting, Oracle SQL, GemFire, Hazelcast, ZeroMQ, Graphite

Education
Université Paris Sud (Paris XI)   2002 — 2006
PhD

Université Pierre et Marie Curie (Paris VI)   2001 — 2002
Master in CS

Université de Versailles Saint-Quentin-en-Yvelines   1999 — 2001
Bacchelor in CS

Lycée Marcel Roby   1998 — 1999
Classe préparatoire (1ère année)

Israel Moljo Israel Moljo Greater New York City Area Details
Israel Moljo's UBS Investment Bank Experience September 2013 - Present
Job UBS ETF Trading
Industry Investment Banking
Experience
UBS Investment Bank   September 2013 - Present
UBS Investment Bank   August 2009 - August 2013

Skills
Equities, Bloomberg, Hedge Funds, Fixed Income, Investment Banking, Capital Markets, Valuation, Equity Derivatives, Equity Research, Financial Modeling, Equity Trading, Trading, Derivatives, Series 7, Prime Brokerage, Bloomberg Terminal, ETFs, Market Making

Education
University at Albany, SUNY   2005 — 2009
BS, Business Administration, Political Science

Kamen Dimitrov, CFA Kamen Dimitrov, CFA Bulgaria area Details
Kamen Dimitrov, CFA's UBS Investment Bank Experience September 2000 - March 2003
Job Financial manager at Arexim Engineering Ltd
Industry Plastics
Experience
Arexim Engineering EAD   October 2011 - Present
Rhodope Nook Ltd   June 2008 - Present
Bulgarian National Bank  February 2010 - October 2011
PAC Doverie AD   July 2008 - February 2010
Allianz Bulgaria  December 2007 - July 2008
UBB Asset Managemet   February 2007 - December 2007
Allianz Bulgaria  August 2006 - February 2007
RBC Global Asset Management (U.S.) Inc.   May 2005 - August 2006
Wells Fargo  May 2004 - August 2004
UBS Investment Bank   September 2000 - March 2003

Skills
Bloomberg, Blackberry, SAP, Financial Analysis, Financial Modeling, Corporate Finance, Managerial Finance, Portfolio Management, Budget, Business Analysis, Microsoft Excel, Asset Managment, Fixed Income, Bonds, Financial Markets, Money Market, Asset Management, Capital Markets, Banking, Credit, Equities, Market Risk, Financial Risk, Investment Management, Asset Allocation, Mutual Funds, Finance, Strategy, Project Finance, Business Planning, Business Strategy, Financial Reporting, Valuation, Investment Banking, Derivatives, FX Options, Investments

Education
University of Minnesota-Twin Cities   2003 — 2005
MBA, Finance, General

University of Bridgeport   1998 — 2002
Bachelor's degree, Finance and International Business

Donna Stefanizzi Donna Stefanizzi New York, New York Details
Donna Stefanizzi's UBS Investment Bank Experience December 2003 - September 2006
Job Lower School Admissions Associate at Trevor Day School
Industry Primary/Secondary Education
Experience
Trevor Day School  September 2014 - February 2015
Lehman Brothers Holdings Inc.  December 2006 - January 2008
UBS Investment Bank   December 2003 - September 2006
Bessemer Trust  March 2002 - December 2004
Credit Suisse  November 1997 - March 2002

Skills
PowerPoint, Event Management, Event Planning, Concur, Research, Microsoft Word, Microsoft Excel, Project Management, Marketing, Nonprofits

Education
University at Albany, SUNY   1992 — 1996
BA, Sociology

Mike Deford Mike Deford Greater New York City Area Details
Mike Deford's UBS Investment Bank Experience December 2010 - May 2013
Job Originations
Industry Real Estate
Experience
Rialto Capital Management  February 2014 - Present
Rialto Capital Management  May 2013 - February 2014
UBS Investment Bank   December 2010 - May 2013
Ventron Management  December 2009 - December 2010
Chase Realty   May 2009 - January 2010

Skills
Microsoft Office, Real Estate, Budgeting, Underwriting, Organizational..., Client Development, Commercial Lending, Client Relations Skills, CMBS, Loans, Loan Origination, Valuation, Commercial Mortgages, Commercial Real Estate

Education
University of Massachusetts, Amherst   2005 — 2009
Bachelor of Arts in Economics, Economics, Building Materials & Wood Technologies

Universitat Autònoma de Barcelona   2008 — 2008
International Business, International Economics, Spanish Language

Edgar Leonardo Hernandez Edgar Leonardo Hernandez Greater New York City Area Details
Edgar Leonardo Hernandez's UBS Investment Bank Experience December 2013 - Present
Job
Industry Investment Banking
Experience
UBS Investment Bank   December 2013 - Present

Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Emerging Markets, M&A experience, LBO, Project Finance, Due Diligence, Financial Analysis, Mergers, Leveraged Finance, Mergers & Acquisitions, Portfolio Management, Syndications

Education
New York University - Leonard N. Stern School of Business   2004 — 2006
MBA

Universidad de Los Andes   1994 — 1999
B.Sc.

Olivier Benatar Olivier Benatar Greater New York City Area Details
Olivier Benatar's UBS Investment Bank Experience May 2001 - October 2005
Job Head of Funding Programs and Investor Relations
Industry Banking
Experience
Dexia  September 2009 - Present
Dexia  January 2006 - August 2009
UBS Investment Bank   May 2001 - October 2005
JP Morgan  September 2000 - May 2001
Societe Generale  January 1997 - September 2000
Morgan Stanley Smith Barney  1994 - 1997
Paine Webber  1993 - 1994

Skills
FX, Structured Products, Bonds, Funding, Investor Relations, Derivatives, Options, Fixed Income, Interest Rate..., Credit, Origination, FX Options

Education
Université Paris Dauphine   1988 — 1993
Post Graduate Degree (DESS 203), Financial Markets

Caio Bartilotti Caio Bartilotti Chicago, Illinois Details
Caio Bartilotti's UBS Investment Bank Experience August 2011 - July 2012
Job Senior Associate at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group  September 2013 - Present
Itaú BBA  July 2012 - July 2013
UBS Investment Bank   August 2011 - July 2012
iQuant Investimentos   July 2010 - August 2010
Department of Applied Maths, Institute of Mathematics and Statistics, University of São Paulo   February 2008 - July 2008

Education
Ecole Centrale Paris   2009 — 2012
Master's degree, Engineering

Universidade de São Paulo   2007 — 2012
Bachelor's degree, Industrial Engineering

Colégio Santa Cruz   2004 — 2006

Escola Vera Cruz   1994 — 2003

Dhwanil Malji Dhwanil Malji Lexington, Kentucky Area Details
Dhwanil Malji's UBS Investment Bank Experience January 2007 - May 2008
Job Executive Vice President at Greater Kentucky Credit Union Inc
Industry Banking
Experience
Greater Kentucky Credit Union Inc   July 2014 - Present
Greater Kentucky Credit Union  November 2011 - Present
Greater Kentucky Credit Union  November 2008 - November 2011
UBS Investment Bank   January 2007 - May 2008

Skills
Compliance Audits, Compliance Training, AML, Compliance, USA PATRIOT Act, Risk, Financial Institutions, Policy, OFAC, Bank Secrecy Act, BSA, KYC, Fraud, Banking, Due Diligence, Fraud Investigations, Risk Assessment, Investigations, Audit, Excel, Internal Audit, Fraud Prevention, Auditing, Compliance Management, Word, Microsoft Office, Financial Reporting, Problem Solving, Investigation, ACH, Anti Money Laundering, Financial Risk

Education
University of Bridgeport   2003 — 2007
B.S, Accounting/Finance

Aria Vakili Aria Vakili Greater Philadelphia Area Details
Aria Vakili's UBS Investment Bank Experience October 1997 - May 2006
Job Information Technology Professional
Industry Information Technology and Services
Experience
VSI Energy Solutions   2012 - 2015
Avcom Systems - Consulting   April 1993 - December 2011
SunGard Financial Systems  February 2011 - August 2011
ShredStation Inc   December 2007 - May 2009
JPMorgan Chase  April 2007 - November 2007
UBS Investment Bank   October 1997 - May 2006
Vanguard  March 1993 - October 1997
Ortho Clinical Diagnostics  May 1992 - June 1993
Ortho Pharmaceutical  February 1991 - March 1993

Skills
Technology Sales, CRM software, Product Support, Data Warehousing, Client Relationship..., Client Retention, System Architecture, Application Development, Mobile Applications, Trading Systems, Professional Services, Sales Support, Client Development, Technical Architecture, Technology Development, Civil Aviation, Software Engineering, Digital Electronics, Software Development, Disaster Recovery, CRM, Sales, Unix, Databases, Sales Operations, Customer Retention, Business Intelligence, Testing, Program Management

Education
State University of New York at Buffalo
BS, Electrical and Computer Engineering

Sunil Varughese Sunil Varughese Greater New York City Area Details
Sunil Varughese's UBS Investment Bank Experience May 2006 - July 2013
Job Senior Risk Analyst Model Development COE at GE Capital
Industry Information Technology and Services
Experience
GE Capital  August 2014 - Present
J.P. Morgan   October 2013 - August 2014
KPMG  July 2013 - October 2013
UBS Investment Bank   May 2006 - July 2013
PartnerRe  June 2004 - May 2006

Skills
SAP BI, SAP BW, Business Objects, Business Analysis, Change Management, Release Management, Vendor Management, Project Management, Business Intelligence, SQL, Oracle General Ledger, Requirements Analysis, Consulting, Enterprise Software, Financial Analysis, Management, Requirements Gathering, Risk Management, Analysis, SDLC, Microsoft Office, Business Process..., Process Improvement, Data Analysis, Financial Risk, Financial Services

Education
University of Bridgeport   2004 — 2005
Master of Business Administration (MBA), Accounting and Finance, 3.9

State University of New York at Albany   2001 — 2004
Bachelor of Science (BS), Finance and Marketing, 3.4

Jacklyn Ward Jacklyn Ward Greater Denver Area Details
Jacklyn Ward's UBS Investment Bank Experience August 2008 - August 2009
Job Sustainability Consultant Intern & MBA Candidate 2016
Industry Renewables & Environment
Experience
New Angles   June 2015 - Present
Daniels College of Business  August 2014 - Present
Net Impact  August 2014 - November 2014
Macy's  February 2013 - June 2014
Macy's  August 2011 - February 2013
Macy's  July 2010 - July 2011
Deutsche Bank  February 2010 - July 2010
Hickman County Schools  September 2009 - February 2010
UBS Investment Bank   August 2008 - August 2009
University of Kentucky  November 2006 - May 2008

Skills
Strategy, Retail, Leadership, Financial Analysis, Inventory Management, Sales, E-commerce, Project Planning, Time Management, Training, Team Building, Team Leadership, Forecasting, Strategic Planning, Coaching, Teamwork, Trend Analysis, Competitive Analysis, Social Networking, Analysis

Education
University of Denver - Daniels College of Business   2014 — 2016
International MBA, Sustainable Enterprise

University of Kentucky   2004 — 2008
BBA, Finance, International Business

Mountbatten Institute   2008 — 2009
International Business

Universitat Pompeu Fabra   2007 — 2007
Study Abroad, International Marketing

Aleksey Marchuk Aleksey Marchuk New York, New York Details
Aleksey Marchuk's UBS Investment Bank Experience March 2007 - March 2010
Job Associate Client Relationship Director at UBS
Industry Banking
Experience
UBS  April 2010 - Present
UBS Investment Bank   March 2007 - March 2010
UBS Wealth Management  September 2005 - December 2005
PricewaterhouseCoopers  January 2005 - May 2005

Skills
Financial Analysis, Wealth Management, Banking, Relationship Management, Fixed Income, Equities, Investment Banking, Capital Markets, Derivatives, Portfolio Management, Credit Risk, Asset Managment, Investments, Corporate Finance, FX Options, Financial Markets

Education
NYU Stern School of Business   2013 — 2015
Master of Business Administration (M.B.A.), Corporate Finance, Business Analytics, Supply Chain Management & Global Sourcing

University of Bridgeport   2002 — 2007
Bachelor of Science, Finance

Marina Morillas Marina Morillas Charlotte, North Carolina Area Details
Marina Morillas's UBS Investment Bank Experience November 2010 - August 2011
Job Executive Assistant to the Executive Chairman at Macquarie Mexico
Industry Banking
Experience
MACQUARIE MEXICO   March 2013 - January 2014
Grupo Industrial Summa, S.A. de C.V.   August 2012 - December 2012
Barclays  October 2011 - June 2012
UBS Investment Bank   November 2010 - August 2011
BlackRock  February 2010 - September 2010
Barclays Global Investors  March 2009 - February 2010
Credit Suisse Zurich Suiza, Oficina de Representación en México   February 2006 - November 2008
credit suisse  1998 - 2008
Donaldson, Lufkin & Jenrette   1999 - 2000

Skills
Equities, Bloomberg, Fixed Income, Asset Managment, Investment Banking, Project Coordination, Office Management

Education
Universidad Nacional Autónoma de México   1983 — 1987

Jeff Blum Jeff Blum Greater New York City Area Details
Jeff Blum's UBS Investment Bank Experience 2003 - 2008
Job Managing Partner Mid Atlantic Capital Management
Industry Investment Management
Experience
Mid Atlantic Capital Management   2008 - Present
UBS Investment Bank   2003 - 2008
Credit Suisse  1986 - 2003

Skills
Fixed Income, Hedge Funds, Capital Markets, Investment Banking, Bloomberg, Bonds, Valuation, Trading, Securities, Portfolio Management, Financial Markets, Investments, Investment Management

Education
SUNY Albany   1982 — 1986
BS, Finance

Hamza Naqvi Hamza Naqvi Greater New York City Area Details
Hamza Naqvi's UBS Investment Bank Experience September 2011 - February 2013
Job Manager Due Diligence
Industry Investment Management
Experience
UBS Investment Bank   September 2011 - February 2013
Spruce Private Investors  June 2008 - September 2011
SAC Capital  April 2007 - June 2008
Majestic Sales Corporation   September 2004 - March 2007
Graham Capital Management  September 2002 - August 2004
JPMorgan Chase  September 2000 - September 2002

Skills
Operational Risk, Risk Assessment, Operational Risk..., Fund Of Funds, Manager Selection, Alternative Investments

Education
University of Bridgeport   1998 — 2002
BS, Finance

Hamada Ahmad Saleh Hamada Ahmad Saleh Greater New York City Area Details
Hamada Ahmad Saleh's UBS Investment Bank Experience March 2008 - December 2008
Job Barista Partner at Starbucks Coffee Company
Industry Research
Experience
Starbucks Coffee Company  August 2010 - Present
Cosi  July 2010 - October 2010
Dunkin' Brands  January 2010 - June 2010
Self - Employed  January 2009 - December 2009
UBS Investment Bank   March 2008 - December 2008
UBS Investment Bank   September 2007 - March 2008
State University of New York at Buffalo  August 2005 - December 2006

Education
University at Buffalo   2005 — 2007
Masters of Science, Applied Economics - Concentration: Financial Economics, Econometrics

University of Connecticut   2000 — 2005
Bachelor of Arts, Economics

Lucas Montet Lucas Montet New York, New York Details
Lucas Montet's UBS Investment Bank Experience June 2012 - January 2013
Job Exotic interest rates derivatives trading at Societe Generale Corporate and Investment Banking SG CIB
Industry Banking
Experience
Societe Generale Corporate and Investment Banking - SG CIB  October 2014 - Present
Milliman  January 2013 - May 2014
UBS Investment Bank   June 2012 - January 2013
AXA  November 2011 - May 2012

Education
Université Denis Diderot (Paris VII)   2013 — 2014
Master of Science (MS) (DEA Laure Elie), Quantitative Finance

ENSAE ParisTech   2010 — 2014
Master of Science (MS) (Diplôme d'ingénieur), Actuarial science, Risk management

Lycée du Parc   2008 — 2010
Classe Préparatoire, Mathematics, Physics

Aengus Hallinan Aengus Hallinan New York, New York Details
Aengus Hallinan's UBS Investment Bank Experience September 1995 - April 2014
Job Managing Director, Americas Head of Operational Risk Management and Global Head of Investment Bank ORM at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  May 2014 - Present
UBS Investment Bank   September 1995 - April 2014
UBS Investment Bank   October 2007 - January 2012
UBS Investment Bank   February 2005 - September 2007
UBS Investment Bank   April 2002 - January 2005
UBS Investment Bank   January 1999 - March 2002
UBS Investment Bank   September 1995 - January 1999

Skills
Equity Derivatives, Derivatives, Trading Systems, Structured Products, Equities, Investment Banking, Electronic Trading, Prime Brokerage, Program Management, Cost Management, Strategy, Risk Management, Management, FX Options, Fixed Income, Business Management, Strategy Development, Operational Risk..., Business Management and...

Education
University College Cork   1991 — 1995
BE, Electrical Engineering, 1st Class Honours

Elizabeth Tang Elizabeth Tang Greater New York City Area Details
Elizabeth Tang's UBS Investment Bank Experience 2006 - 2009
Job Corporate Action Specialist
Industry Financial Services
Experience
Mizuho Securities USA Inc.  December 2009 - March 2013
UBS Investment Bank   2006 - 2009
BNY Mellon  2002 - 2006
BNY Mellon  2000 - 2002
BNY Mellon  December 1999 - May 2000

Skills
Mergers & Acquisitions, Equities, Fixed Income, Corporate Actions, Dividends, DTC, Securities Lending, Security Clearance, Team-oriented, Teamwork, Project Management, Managing Offshore Teams, Offshoring

Education
State University of New York at Buffalo   1995 — 1999
Bachelor of Arts (BA)

Doug Turitto Doug Turitto New York, New York Details
Doug Turitto's UBS Investment Bank Experience October 2003 - May 2008
Job Consulting
Industry Financial Services
Experience
PwC Consulting  August 2012 - Present
Eller College of Management  June 2011 - September 2012
Hartfield, Titus, and Donnelley   September 2008 - June 2011
UBS Investment Bank   October 2003 - May 2008

Skills
Bloomberg, Fixed Income, PowerPoint, Series 7, Derivatives, Financial Modeling, Valuation

Education
University of Arizona, Eller College of Management   2011 — 2012
MBA, Finance

Vanderbilt University   1998 — 2002
Bachelor's degree, Economics

Arkadiy Avigdorovich Arkadiy Avigdorovich Greater New York City Area Details
Arkadiy Avigdorovich's UBS Investment Bank Experience July 2014 - Present
Job Associate Director, Global Internal Audit at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank   July 2014 - Present
UBS Investment Bank   March 2010 - July 2014
Credit Suisse  June 2007 - March 2010
Credit Suisse  October 2008 - March 2009
Deutsche Bank  November 2004 - June 2007
JPMorgan Chase  January 2004 - November 2004
American Portfolios  June 2003 - August 2003
American Express Financial Advisors  November 2002 - May 2003

Skills
Risk Management, Trading

Education
University at Buffalo   1997 — 2002
Finance

Tiffanie Fisher Tiffanie Fisher New York, New York Details
Tiffanie Fisher's UBS Investment Bank Experience August 2002 - November 2004
Job Solutions Focused Leader and Financial Executive
Industry Real Estate
Experience
Brixmor Property Group / Previously Centro Properties Group (US)   April 2009 - July 2013
Morgan Stanley Real Estate  November 2004 - March 2009
Songbird Estates PLC. (SBD:LN)   July 2005 - June 2006
UBS Investment Bank   August 2002 - November 2004
Vornado Realty Trust  January 2000 - August 2001
UBS Investment Bank   July 1994 - January 2000
Wilmorite Inc.  May 1989 - December 1992

Skills
Investment Banking, Private Equity, Capital Markets, Valuation, Equities, Asset Managment, Due Diligence, Financial Modeling, Securitization, Structured Finance, Portfolio Management, Investments

Education
University of Minnesota - Carlson School of Management   1992 — 1994
Master of Business Administration (MBA)

SUNY at Buffalo   1989 — 1991
Bachelor of Arts (BA), Economics and Political Science

Fairport High School

Annmarie Cassano Annmarie Cassano Greater New York City Area Details
Annmarie Cassano's UBS Investment Bank Experience Assistant Vice PresidentThe Bank of New York2002 - 2007
Job Whole Loan Specialist at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank   Assistant Vice PresidentThe Bank of New York2002 - 2007

Education
University at Albany, SUNY   1997 — 2001

Lari Bazargan, CPA Lari Bazargan, CPA Greater New York City Area Details
Lari Bazargan, CPA's UBS Investment Bank Experience June 2008 - August 2009
Job Analyst at Charter Bridge Capital
Industry Accounting
Experience
Charter Bridge Capital   February 2012 - Present
UBS Securities Co., Ltd   May 2011 - February 2012
UBS Securities Co., Ltd   August 2009 - May 2011
UBS Investment Bank   June 2008 - August 2009
PricewaterhouseCoopers LLP  July 2006 - June 2008

Skills
Equity Valuation, Telecommunications, Equity Research, Valuation, Financial Analysis, Financial Modeling, Strategy, Bloomberg, Equities, Investment Banking

Education
University at Albany, SUNY   2004 — 2006
Master of Science, Accountancy

Steve Schoener Steve Schoener Greater New York City Area Details
Steve Schoener's UBS Investment Bank Experience September 2008 - May 2009
Job Sr. Vice President, Client Technology
Industry Information Technology and Services
Experience
Eze Castle Integration  May 2011 - Present
DW Investment Management   May 2009 - May 2011
UBS Investment Bank   September 2008 - May 2009
Eze Castle Integration  November 2003 - September 2008
Stellaris Health Network  May 2002 - November 2003

Skills
Disaster Recovery, Data Center, Cloud Computing, Vendor Management, Virtualization, VMware, Active Directory, Windows Server, Citrix, IT Management, Market Data, ITIL, Trading Systems, IT Strategy, Project Management, Microsoft Exchange, NetApp, Hedge Funds, IT Service Management, Storage Area Networks, Storage, VMware Infrastructure, SAN, SaaS, Cisco Technologies

Education
State University of New York at Albany   1998 — 2002
Computer Science

Austin Murray Austin Murray Greater New York City Area Details
Austin Murray's UBS Investment Bank Experience 2006 - 2008
Job CFO Corporate Real Estate and IT Infrastructure at Credit Suisse
Industry Banking
Experience
Credit Suisse  October 2012 - Present
Credit Suisse  2009 - Present
Credit Suisse  2009 - 2012
Credit Suisse  2008 - 2009
UBS Investment Bank   2006 - 2008
UBS Investment Bank   1999 - 2006
Legal & General  1991 - 1999

Education
University College Dublin   1988 — 1991

Andrew Hubschman Andrew Hubschman Greater New York City Area Details
Andrew Hubschman's UBS Investment Bank Experience 2005 - 2009
Job Director at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch  2009 - Present
UBS Investment Bank   2005 - 2009
Prudential Financial  1997 - 2005

Skills
Equities, Change Management, Capital Markets, Fixed Income, Derivatives, Financial Services, Management, SDLC, Portfolio Management, Financial Risk

Education
University at Albany, SUNY   1992 — 1996

Frederic Greenbaum Frederic Greenbaum Greater New York City Area Details
Frederic Greenbaum's UBS Investment Bank Experience April 2000 - Present
Job Compliance Manager/Executive
Industry Investment Banking
Experience
UBS Investment Bank   April 2000 - Present
Donaldson, Lufkin & Jenrette   1999 - 2000
Citigroup  1996 - 1999
Citigroup  1993 - 1996
Salomon Brothers  1990 - 1993

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

University at Albany, SUNY
BS, Business

Charles Dietz Charles Dietz Greater New York City Area Details
Charles Dietz's UBS Investment Bank Experience January 1994 - October 2008
Job Head of Synthetic Equity Trading at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  August 2013 - Present
Gleacher & Co.   September 2012 - May 2013
UBS Investment Bank   January 1994 - October 2008
Merrill Lynch  September 1990 - February 1994

Skills
Hedge Funds, Prime Brokerage, Securities Lending, Financial Markets, Investment Banking, Equities, Derivatives, Trading, Electronic Trading, Equity Derivatives, Fixed Income, Swaps, Equity Trading, Structured Products, Trading Systems, Bloomberg, Credit Derivatives, Capital Markets, Options

Education
University at Albany, SUNY   1986 — 1990

Marco Barrozo Marco Barrozo Greater Boston Area Details
Marco Barrozo's UBS Investment Bank Experience July 2003 - June 2007
Job Portfolio Manager at Harvard Management Company
Industry Investment Management
Experience
Harvard Management Company  June 2007 - Present
UBS Investment Bank   July 2003 - June 2007
Goldman Sachs  January 2000 - June 2003

Education
University of Cambridge   1995 — 1999
Doctor of Philosophy (PhD), Theoretical and Mathematical Physics

University of Cambridge   1995 — 1996
Part- III Math/Physics, Theoretical and Mathematical Physics

UFF - Universidade Federal Fluminense   1990 — 1995
Bachelor of Science (BSc), Physics

Edward Liberman Edward Liberman Greater New York City Area Details
Edward Liberman's UBS Investment Bank Experience 2009 - 2013
Job Director Credit Sales and Trading at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities  2013 - Present
UBS Investment Bank   2009 - 2013
UBS Investment Bank   2007 - 2009
ING Capital, LLC  2006 - 2007
Morgan Stanley  2003 - 2006
Deloitte  2001 - 2003

Education
University at Albany, SUNY   1997 — 2001

Dennis Kwok Dennis Kwok Greater Los Angeles Area Details
Dennis Kwok's UBS Investment Bank Experience 1993 - 1995
Job SVP & Treasurer at Cathay Bank
Industry Banking
Experience
Cathay Bank  June 1999 - Present
UBS Investment Bank   1993 - 1995
Schroders  January 1979 - October 1993

Skills
Banking, Derivatives, Risk Management, Portfolio Management, Bonds, Cash Management, Fixed Income, Commercial Banking, Treasury Management, Loans, Capital Markets, FX Options, Credit Analysis, Equities, Credit Risk, Structured Finance, Foreign Exchange, Financial Risk, Investments, Retail Banking, Asset Management, Finance, Securities, Financial Modeling, Corporate Finance, Mutual Funds

Education
University of Alberta

Jason Daniels Jason Daniels Greater New York City Area Details
Jason Daniels's UBS Investment Bank Experience March 2004 - Present
Job Executive Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank   March 2004 - Present
UBS  2003 - Present
ING Investment Management  1998 - 2003
ING Furman Selz Asset Management  1998 - 2003

Education
University at Buffalo   1991 — 1995

Neel Kanna Neel Kanna Greater New York City Area Details
Neel Kanna's UBS Investment Bank Experience May 2004 - April 2015
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  April 2015 - Present
UBS Investment Bank   May 2004 - April 2015
JPMorgan Chase  October 2001 - April 2004
Ord Minnett   January 2000 - March 2001

Skills
Derivatives, Equities, Prime Brokerage, FX Options, Quantitative Analytics, Investment Banking, Fixed Income, ALM, Capital Markets, Asset Management, Middle Office, Collateral Management, Options, Management, Currency, Electronic Trading, Trading, Trading Systems, Swaps, Bloomberg, Financial Markets, Hedge Funds

Education
University of Auckland   1995 — 1999
Bachelor of Commerce (B.Com.), Finance & Commercial Law

University of Auckland   1995 — 1999
Bachelor of Property (B.Prop), Property Development, Valuation, Management and Investment

Selwyn College   1990 — 1994

Jeff LaTulippe Jeff LaTulippe Miami/Fort Lauderdale Area Details
Jeff LaTulippe's UBS Investment Bank Experience July 2007 - June 2010
Job CoFounder / General Manager at DIRT
Industry Restaurants
Experience
DIRT   January 2015 - Present
Persante Health Care  August 2012 - March 2015
Huskie Tools  December 2011 - March 2015
SimplyShe  September 2011 - March 2015
Harren Equity Partners  2010 - March 2015
UBS Investment Bank   July 2007 - June 2010
The White House  January 2006 - May 2006

Skills
Private Equity, Valuation, Investment Banking, Financial Modeling, Venture Capital, M&A experience, Due Diligence, Corporate Development, Corporate Finance, LBO, Business Valuation, Mergers & Acquisitions, Finance, Equities, Investments, Capital Markets, Creative Direction, Branding & Identity, Design

Education
University of Pennsylvania - The Wharton School   2003 — 2007

Universitat Pompeu Fabra   2005 — 2005

Pleasant Valley High School   1999 — 2003

Asif Baig Asif Baig Greater New York City Area Details
Asif Baig's UBS Investment Bank Experience March 2005 - June 2012
Job Vice President at Citi
Industry Banking
Experience
Citi  April 2015 - Present
Morgan Stanley  June 2012 - April 2015
UBS Investment Bank   March 2005 - June 2012

Skills
Derivatives, Hedge Funds, Fixed Income, Investment Banking, Middle Office, Financial Analysis, Valuation, Finance, Equities, Capital Markets, FX Options, Credit Derivatives, Bloomberg

Education
University of Bridgeport   2001 — 2003
MBA, Finance

Barry Gill Barry Gill Greater New York City Area Details
Barry Gill's UBS Investment Bank Experience July 1995 - August 2012
Job Portfolio Manager at UBS O'Connor
Industry Investment Management
Experience
UBS O'Connor  August 2012 - Present
UBS Investment Bank   July 1995 - August 2012
UBS Investment Bank   July 1995 - August 2012

Education
University College Dublin   1991 — 1995
B.Comm (Intl), Commerce, German

Steve Appelson Steve Appelson Greater New York City Area Details
Steve Appelson's UBS Investment Bank Experience June 2010 - April 2013
Job Executive Director at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase  April 2013 - Present
UBS Investment Bank   June 2010 - April 2013
Capstone Global Markets, LLC   September 2009 - June 2010
UBS Investment Bank   March 2006 - September 2009
UBS Investment Bank   August 2000 - March 2006
Deutsche Bank  June 1994 - July 2000
Hornblower Fischer & Co.   June 1990 - June 1994

Skills
Equities, Equity Derivatives, Options, Commodity, Risk Management, Finance, Operational Risk, Market Making, Management, Managed Futures, Exchange Traded..., Training

Education
State University of New York at Albany   1981 — 1985
Economics

Gina Bondi Gina Bondi Greater New York City Area Details
Gina Bondi's UBS Investment Bank Experience March 2015 - Present
Job Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank   March 2015 - Present
UBS Investment Bank   June 2012 - March 2015
UBS  March 2006 - June 2012
General Re Financial Products Corporation   December 1997 - March 2006
Merrill Lynch  1995 - 1997

Skills
Derivatives, Equities, Fixed Income, Investment Banking, Credit Derivatives, Structured Products, Capital Markets, Equity Derivatives, Prime Brokerage, Swaps, Interest Rate..., Operational Risk, Operational Risk..., Risk Management

Education
State University of New York at Albany   1988 — 1992

James Engel James Engel Pittsfield, Massachusetts Area Details
James Engel's UBS Investment Bank Experience March 2004 - June 2008
Job Principal at Kensington Capital Advisors, LLC
Industry Financial Services
Experience
Kensington Capital Advisors, LLC   July 2008 - Present
UBS Investment Bank   March 2004 - June 2008
UBS  2004 - 2008
Bank of America  2000 - 2005

Skills
Capital Markets

Education
University at Albany, SUNY   1997 — 2000
Bachelor's, Economics and Finance

Claudine Dix Claudine Dix Greater New York City Area Details
Claudine Dix's UBS Investment Bank Experience March 2006 - February 2008
Job Client Service Associate at UBS Financial Services
Industry Financial Services
Experience
UBS  February 2008 - Present
UBS Investment Bank   March 2006 - February 2008
Centurion Investment Group  March 2005 - March 2006

Education
University at Albany, SUNY

Carline M Lamour Carline M Lamour Greater New York City Area Details
Carline M Lamour's UBS Investment Bank Experience August 2008 - February 2009
Job Analyst
Industry Financial Services
Experience
Glencore  March 2010 - April 2010
UBS Investment Bank   August 2008 - February 2009
UBS Investment Bank   August 2008 - February 2009
PricewaterhouseCoopers  January 2008 - April 2008
Stamford Hospital  August 2004 - January 2008
Fleet Bank  July 2001 - August 2004
SOGE Bank   March 1998 - April 2000

Education
University of Bridgeport   2005 — 2007
MBA, Finance

Hautes Etudes University, Port-au
Bachelor of Science, Business Administration

Tax Preparation Training - H&R Block
Master of Business Administration, Finance

Janet Morse Janet Morse Greater New York City Area Details
Janet Morse's UBS Investment Bank Experience April 2011 - Present
Job Business Infrastructure Finance Wealth Management Americas at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank   April 2011 - Present
UBS Investment Bank   August 2006 - February 2009
Morgan Stanley  1992 - 2005

Skills
Budgets, Financial Modeling, Strategic Financial..., Fixed Income, Risk Management, Derivatives, Capital Markets, Management, Investment Banking, Equities, Portfolio Management, Corporate Finance, Financial Analysis

Education
University at Albany, SUNY   1981 — 1985
BS, Finance

Bill Jacobs Bill Jacobs Greater New York City Area Details
Bill Jacobs's UBS Investment Bank Experience 2006 - 2010
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  November 2014 - Present
Standard Chartered Bank  March 2013 - November 2014
JP Morgan  July 2010 - March 2013
UBS Investment Bank   2006 - 2010
Dillon Read Capital Management  2006 - 2007
Thomson Financial  2001 - 2005
ILX Systems  1998 - 2001

Skills
Market Data, Exchange Connectivity, Trading Systems, Electronic Trading..., Electronic Trading, Equities, Low Latency, Fixed Income

Education
University at Buffalo   1994 — 2008
BA, Communication

Nathan Engelhard Nathan Engelhard Greater New York City Area Details
Nathan Engelhard's UBS Investment Bank Experience August 2000 - August 2005
Job Managing Partner New Edge Capital S.A.
Industry Banking
Experience
New Edge Capital S.A.   October 2012 - Present
Deutsche Bank  August 2010 - September 2012
Lehman Brothers/Barclays Capital  June 2008 - September 2009
Deutsche Bank Securities  October 2006 - June 2008
Credit Suisse  September 2005 - October 2006
UBS Investment Bank   August 2000 - August 2005
SG Securities  January 1999 - August 2000
Bankers Trust  May 1996 - November 1998

Skills
Equity Derivatives, Derivatives, Latin America, Financial Structuring, Management, Investment Banking, Capital Markets, Sales, Emerging Markets, Equities, Hedge Funds, Structured Products, Corporate Finance, Trading, Financial Markets, Structured Finance, Financial Modeling, Portfolio Management, Bloomberg, Investments

Education
New York University - Leonard N. Stern School of Business   1987 — 1989
MBA, Finance

Universidad de Lima   1981 — 1986
Bachellor, Industrial Engineering

andrew klinger andrew klinger Columbus, Ohio Area Details
andrew klinger's UBS Investment Bank Experience June 1989 - Present
Job s.vp investments at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank   June 1989 - Present

Education
University at Buffalo   1985 — 1989
B.A, Economics

Joseph Kinsella Joseph Kinsella Greater New York City Area Details
Joseph Kinsella's UBS Investment Bank Experience November 2009 - May 2013
Job Cash Equities Applications Analyst at Deutsche Bank
Industry Information Technology and Services
Experience
Deutsche Bank  May 2014 - Present
BNP Paribas  May 2013 - May 2014
UBS Investment Bank   November 2009 - May 2013
FDM Group  September 2009 - November 2009
University College Dublin  September 2008 - September 2009

Skills
ITIL, Oracle, Sybase, Incident Management, Unix, Derivatives, Equities, Trading, Options

Education
University College Dublin   2004 — 2008
BA, Computer Science & Economics

Blackrock College, Dublin   1999 — 2004

Jeff Sivriver Jeff Sivriver Greater New York City Area Details
Jeff Sivriver's UBS Investment Bank Experience July 2006 - January 2010
Job Software Development Manager, Technical Lead
Industry Investment Banking
Experience
Deutsche Bank  January 2010 - Present
UBS Investment Bank   July 2006 - January 2010
MSKCC  April 2002 - June 2006
Net2Phone  October 2000 - March 2002
Lucent Technologies  March 1996 - September 2000

Skills
WCF, SOAP, Multithreading, TDD, Agile Methodologies, .NET, C#, WPF, XML, XSLT, Microsoft SQL Server, Oracle 9i, TIBCO, Scrum, Project Management, Team Leadership, Team Management, Windows 7, Unity, Prism, Sybase, Prime Brokerage, Global Teams, JavaScript, Object Oriented Design, ASP.NET, SDLC, SQL, Business Analysis, Software Project..., Software Development, Trading Systems, Web Services, Oracle, Test Driven Development, Databases

Education
Universitatea de Stat din Moldova   1978 — 1983
MS, Mathematics

Diana Sher Diana Sher Greater New York City Area Details
Diana Sher's UBS Investment Bank Experience 2010 - 2010
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  July 2014 - Present
Bank of America Merrill Lynch  July 2011 - June 2014
UBS Investment Bank   2010 - 2010
SecondMarket, Inc.   May 2009 - August 2009
Manhattan Borough President   May 2008 - August 2008

Skills
Series 7, Series 63, Securities, Alternative Investments, Hedge Funds, Bloomberg, Equities, Capital Markets, Private Equity, Fixed Income, Valuation, Financial Modeling, Investment Banking, Investments, Asset Management, FINRA, Bloomberg Terminal, Bonds, Investment Management

Education
Vanderbilt University   2007 — 2011
Political Science, Spanish, Financial Economics

Universitat Pompeu Fabra   2009 — 2009
Spanish

Nadia Dahl Jensen, CPA Nadia Dahl Jensen, CPA Greater New York City Area Details
Nadia Dahl Jensen, CPA's UBS Investment Bank Experience 2003 - 2005
Job Senior Associate at PwC
Industry Accounting
Experience
PwC  November 2012 - Present
Mazars  November 2010 - April 2012
Mazars  November 2009 - November 2010
Jefferies  2005 - 2007
UBS Investment Bank   2003 - 2005

Skills
Microsoft Excel

Education
The University of Birmingham
Economics B.Sc.

Karen Dunn Karen Dunn Greater New York City Area Details
Karen Dunn's UBS Investment Bank Experience January 2010 - March 2010
Job Roadshow Coordinator at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  April 2010 - Present
UBS Investment Bank   January 2010 - March 2010
Deutsche Bank Securities  2006 - 2009
Deutsche Bank Securities  2002 - 2006
Deutsche Bank Securities  2001 - 2002
Deutsche Bank Securities  1997 - 2001
Nationsbank of North Carolina NA/CRT   1994 - 1997

Skills
Equities, FX Options, Fixed Income, Investment Banking, Financial Services, Management, Emerging Markets, Event Planning, Leadership

Education
University of Adelaide
B Sc

Matthew Opanowski Matthew Opanowski Greater New York City Area Details
Matthew Opanowski's UBS Investment Bank Experience June 2009 - July 2009
Job Legal & Compliance Division at Morgan Stanley
Industry Public Policy
Experience
Morgan Stanley  October 2014 - Present
C.L. King & Associates   May 2012 - September 2014
Financial Industry Regulatory Authority  July 2010 - May 2012
CL King & Associates  November 2008 - May 2010
UBS Investment Bank   June 2009 - July 2009

Education
University at Albany, SUNY   2006 — 2009
Bachelor's, Finance, Information Technology Management, Financial Market Regulation

Divya Sant Divya Sant Greater New York City Area Details
Divya Sant's UBS Investment Bank Experience June 2014 - Present
Job Transformation and Service Management Structured Financing at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank   June 2014 - Present
UBS Investment Bank   February 2013 - May 2014
UBS Investment Bank   May 2010 - January 2013
UBS Investment Bank   October 2009 - May 2010
UBS Investment Bank   April 2008 - September 2009
UBS Investment Bank   November 2006 - March 2008
UBS Investment Bank   October 2004 - October 2006

Skills
Derivatives, Middle Office, Risk Management, Change Management, Offshoring, Process Improvement, Banking, Loans, FX Options, Investment Banking, Financial Risk, Operational Risk..., Portfolio Management, Fixed Income, Equities, Credit Derivatives

Education
University of Bridgeport   2003 — 2005
Master of Business Administration (M.B.A.), Accounting and Finance

James Lam James Lam Greater New York City Area Details
James Lam's UBS Investment Bank Experience 2004 - Present
Job Associate Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank   2004 - Present
Morgan Stanley Asia   2000 - 2002
Morgan Stanley  1995 - 2000

Skills
Syndicates and Capital..., Project Managment, Equities, Capital Markets, Financial Analysis, Equity Derivatives, Middle Office, Trading Systems, Market Data, Financial Reporting, Financial Accounting

Education
State University of New York at Albany   1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance, General

Xavier High School   1986 — 1990

Richard Alley Richard Alley Greater New York City Area Details
Richard Alley's UBS Investment Bank Experience April 2007 - October 2009
Job HR Project Manager at UBS
Industry Investment Banking
Experience
UBS  October 2009 - Present
UBS Investment Bank   April 2007 - October 2009
PwC  January 2006 - April 2007
Deloitte  September 2002 - December 2005

Skills
Organizational Design, Project Management, Business Analysis, Communication, Stakeholder Management, Process Improvement, HR Consulting, Offshoring, Requirements Gathering

Education
University of Birmingham   1998 — 2001
BSc, Mathematics

Sebastian Azumendi Sebastian Azumendi Greenwich, Connecticut Details
Sebastian Azumendi's UBS Investment Bank Experience October 2009 - December 2012
Job Managing Director at Mizuho Securities USA Inc.
Industry Investment Banking
Experience
Mizuho Securities USA Inc.  February 2013 - Present
UBS Investment Bank   October 2009 - December 2012
Santander Securities  2000 - 2009

Skills
Credit Trading, Fixed Income, Emerging Markets, Bonds

Education
Universidad del CEMA   1998 — 1998
Master in Finance

University of Buenos Aires   1990 — 1994
Bachelor in Business Administration

Michael Tran Michael Tran Greater New York City Area Details
Michael Tran's UBS Investment Bank Experience January 2008 - December 2008
Job Director, Energy Strategist at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets  April 2015 - Present
CIBC World Markets  February 2011 - March 2015
CIBC World Markets  February 2009 - January 2011
UBS Investment Bank   January 2008 - December 2008
BP  April 2006 - August 2006

Education
University of Alberta

Claudio Cappella Claudio Cappella Greater New York City Area Details
Claudio Cappella's UBS Investment Bank Experience July 1993 - April 1999
Job Director at CLSA
Industry Capital Markets
Experience
CLSA  July 2004 - Present
Commerzbank AG  April 1999 - July 2001
UBS Investment Bank   July 1993 - April 1999

Skills
Equity Trading, Emerging Markets, Financial Markets, Securities

Education
SUNY Albany

John Laub John Laub Greater New York City Area Details
John Laub's UBS Investment Bank Experience 2005 - 2010
Job CoHead of Global Prime Services, Jefferies
Industry Investment Management
Experience
Jefferies LLC  July 2014 - Present
Red Alder LLC   June 2012 - July 2014
UBS Investment Bank   2005 - 2010
Ziff Brothers Investments  2003 - 2005
Goldman Sachs  1991 - 2003

Skills
Alternative Investments, Asset Management, Equities, Hedge Funds, Investment Banking, Prime Brokerage, Securities Lending

Education
New York University, Stern School of Business   1990 — 1992
MBA, Finance, General

SUNY Albany   1983 — 1987
BS, Business

Jay Scheinman, CAIA Jay Scheinman, CAIA Greater New York City Area Details
Jay Scheinman, CAIA's UBS Investment Bank Experience August 2005 - Present
Job Executive Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank   August 2005 - Present
Harpel Advisory   April 1998 - August 2005
Bank of New York Mellon  December 1996 - April 1998
Oppenheimer Capital  May 1993 - June 1996
Value Line  April 1992 - May 1993

Skills
Hedge Funds, Equities, Alternative Investments, Prime Brokerage, Financial Accounting, Trading, Capital Markets, Derivatives, Equity Derivatives, Fixed Income, Investment Banking, Mutual Funds, Portfolio Management, Securities Lending, Swaps

Education
University at Buffalo   1987 — 1991
B.S., Finance

Jay Greenberg Jay Greenberg Greater New York City Area Details
Jay Greenberg's UBS Investment Bank Experience March 1992 - March 2004
Job Managing Director at UniCredit Bank AG
Industry Banking
Experience
UniCredit Bank AG  January 2008 - Present
Sundance Capital LLC   March 2004 - December 2007
UBS Investment Bank   March 1992 - March 2004
Scotiabank  January 1987 - March 1992

Education
State University of New York at Buffalo   1982 — 1986
Business Adiministration concentration in Finance

David Carolin David Carolin New York, New York Details
David Carolin's UBS Investment Bank Experience May 2003 - March 2006
Job Unique blend of experience combining financial analysis, legal & compliance, project management, & front office trading
Industry Financial Services
Experience
C12 Capital Management  October 2009 - March 2011
Trans-Form LLC   April 2006 - September 2009
UBS Investment Bank   May 2003 - March 2006
Twin Towers Fund   October 2001 - December 2002
Trans-Form LLC   March 1998 - August 2001
Dresdner Kleinwort Benson  March 1996 - February 1998
Bear Stearns  December 1993 - March 1996
Tullett and Tokyo Forex   August 1991 - January 1993

Skills
Risk Management, Hedge Funds, Fixed Income, Financial Modeling

Education
University of Alabama   1987 — 1991
Bachelor of Science in Commerce and Business Administration, Corporate Finance and Investment Management

Andrew Kehnle Andrew Kehnle Greater New York City Area Details
Andrew Kehnle's UBS Investment Bank Experience July 2011 - Present
Job Rates MO Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank   July 2011 - Present
RBS Global Banking & Markets  September 2010 - July 2011
AllianceBernstein  2007 - 2010

Education
University at Albany, SUNY   2000 — 2004
BS, Finance

Feroz Jamal Feroz Jamal Greater New York City Area Details
Feroz Jamal's UBS Investment Bank Experience March 2007 - Present
Job Associate Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank   March 2007 - Present
UBS Investment Bank   July 2005 - February 2007
UBS Investment Bank   August 2004 - June 2005

Skills
MS Excel, MS Access, VB6.0, VBA, SQL, Process Excellence -..., ADP, 1099PRO, Risk Management, Process Excellence, ADP Payroll, Access, Microsoft Excel, Tax

Education
University of Bridgeport   2003 — 2005
MBA

University of Bridgeport   1998 — 2002
BS, Finance

Carmela Morse Carmela Morse Weston, Connecticut Details
Carmela Morse's UBS Investment Bank Experience June 2002 - June 2008
Job Corporate Controller at Greenfield Partners LLC
Industry Real Estate
Experience
Greenfield Partners, LLC  September 2010 - Present
Greenfield Partners, LLC  October 2008 - September 2010
UBS Investment Bank   June 2002 - June 2008
Goldman Sachs  September 1999 - June 2002
PwC  October 1997 - September 1999

Skills
Finance, Financial Analysis, Financial Reporting, GAAP, Private Equity, Real Estate, Corporate Finance, Accounting, Management

Education
SUNY Albany   1993 — 1997
BS, Accounting

Carline Lamour Carline Lamour Stamford, Connecticut Details
Carline Lamour's UBS Investment Bank Experience 2008 - 2009
Job AML / Compliance at BTG Pactual
Industry Banking
Experience
BTG Pactual  2014 - Present
IPSA International /Citizenship By Investment Unit, Office of the Prime Minister,St Kitts Government   July 2014 - 2014
IPSA International / JP Morgan   2014 - 2014
Western Union  2013 - 2014
Navigant Management Consulting / JP Morgan   2013 - 2013
Royal Bank of Scotland  2010 - 2012
UBS Investment Bank   2008 - 2009
PwC  2008 - 2008

Skills
Data Analysis, AML/Compliance, Strong communication,..., Bilingual, fluent in..., Banking, Finance, Due Diligence, AML, Anti Money Laundering

Education
University of Bridgeport   2005 — 2007
Master of Business Administration (M.B.A.), Finance

Hautes Etudes University   1994 — 1998
Bachelor of Business Administration

Sebastian Nakab Sebastian Nakab New York, New York Details
Sebastian Nakab's UBS Investment Bank Experience March 2014 - Present
Job Associate Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank   March 2014 - Present
UBS Investment Bank   July 2012 - Present
UBS Investment Bank   September 2010 - December 2011
Ministerio de Economia y Finanzas Publicas   February 2010 - September 2010

Education
Universidad de San Andres   2010 — 2010
Master's degree, Economics

Universidad de San Andres   2006 — 2009
BS, Economics

Wharton School, University of Pennsylvania   2008 — 2008
Study abroad, Finance

ecos

Craig Edgar Craig Edgar Summit, New Jersey Details
Craig Edgar's UBS Investment Bank Experience October 2014 - Present
Job Managing Director Group Head Americas Power & Renewable Energy at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank   October 2014 - Present
Morgan Stanley  2001 - September 2014

Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance

Education
The University of Western Ontario   1999 — 2001

University of Alberta   1991 — 1995

High School

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