UBS Investment Bank
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UBS Investment Bank Employees
Employee
Years
Job
Industry
Alison Elving Alison Elving's UBS Investment Bank Experience August 2012 - August 2013
Job Sales Coordinator at Destinations by Design
Industry Events Services
Experience
Destinations by Design, Inc. May 2015 - Present
The Promotional Edge November 2014 - January 2015
First Republic Bank February 2014 - October 2014
UBS Investment Bank August 2012 - August 2013
UCSB Faculty Club November 2008 - December 2011
Skills
Teamwork, Human Resources, Event Management, Leadership, Project Delivery, Project Management, PowerPoint, Change Control, Business Strategy, Training
Education
St Mary's University College, Twickenham 2012 — 2013
Master of Business Administration (MBA), International Business
University of California, Santa Barbara 2008 — 2011
Bachelor of Arts (BA), Sociology
Oakdale High School
Oakdale High School
Destinations by Design, Inc. May 2015 - Present
The Promotional Edge November 2014 - January 2015
First Republic Bank February 2014 - October 2014
UBS Investment Bank August 2012 - August 2013
UCSB Faculty Club November 2008 - December 2011
Skills
Teamwork, Human Resources, Event Management, Leadership, Project Delivery, Project Management, PowerPoint, Change Control, Business Strategy, Training
Education
St Mary's University College, Twickenham 2012 — 2013
Master of Business Administration (MBA), International Business
University of California, Santa Barbara 2008 — 2011
Bachelor of Arts (BA), Sociology
Oakdale High School
Oakdale High School
Shanty Sritharan Shanty Sritharan's UBS Investment Bank Experience August 2006 - August 2007
Job HR Advisor, The Australian Trade Commission
Industry Human Resources
Experience
Australian Trade Commission July 2013 - Present
Suncor Energy September 2012 - December 2012
Resume Detective February 2012 - June 2012
RioCan Real Estate Investment Trust November 2009 - October 2011
First Manhattan Consulting Group July 2008 - March 2009
JWT March 2008 - June 2008
JPMorgan Chase November 2007 - February 2008
UBS Investment Bank August 2006 - August 2007
TRW October 2005 - August 2006
Robert Bosch March 2005 - August 2005
Skills
Accounts Payable, Reconciliation, Accounts Receivable, Excel, Forecasting, Account Reconciliation, Microsoft Excel
Education
University of Michigan-Dearborn 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General
George Brown College
Post Graduate Degree, Human Resources Management
University of Cambridge
Graduate Certificate, International Business
University of Michigan-Dearborn
Bachelor of Business Administration, Finance
Australian Trade Commission July 2013 - Present
Suncor Energy September 2012 - December 2012
Resume Detective February 2012 - June 2012
RioCan Real Estate Investment Trust November 2009 - October 2011
First Manhattan Consulting Group July 2008 - March 2009
JWT March 2008 - June 2008
JPMorgan Chase November 2007 - February 2008
UBS Investment Bank August 2006 - August 2007
TRW October 2005 - August 2006
Robert Bosch March 2005 - August 2005
Skills
Accounts Payable, Reconciliation, Accounts Receivable, Excel, Forecasting, Account Reconciliation, Microsoft Excel
Education
University of Michigan-Dearborn 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General
George Brown College
Post Graduate Degree, Human Resources Management
University of Cambridge
Graduate Certificate, International Business
University of Michigan-Dearborn
Bachelor of Business Administration, Finance
Jamison Yaffa Jamison Yaffa's UBS Investment Bank Experience July 2014 - Present
Job Equity Capital Markets Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2014 - Present
UBS Global Asset Management June 2013 - May 2014
Skills
Bloomberg, Microsoft Excel, Microsoft Office, Client Relations Skills, Financial Analysis, Financial Modeling, Real Estate, Valuation, Asset Management, Alternative Investments, Investment Advisory, Equity Valuation, Financial Markets, Finance
Education
The University of Connecticut 2010 — 2014
BA, Economics
UBS Investment Bank July 2014 - Present
UBS Global Asset Management June 2013 - May 2014
Skills
Bloomberg, Microsoft Excel, Microsoft Office, Client Relations Skills, Financial Analysis, Financial Modeling, Real Estate, Valuation, Asset Management, Alternative Investments, Investment Advisory, Equity Valuation, Financial Markets, Finance
Education
The University of Connecticut 2010 — 2014
BA, Economics
Maria Karantonis's UBS Investment Bank Experience December 2007 - April 2009
Job Financial Crimes Compliance (FCC) Advisory at GE
Industry Financial Services
Experience
General Electric Capital Americas (GECA) January 2013 - Present
Deloitte Financial Advisory Services LLP September 2011 - November 2012
RBS September 2009 - August 2011
Credit Suisse April 2009 - July 2009
UBS Investment Bank December 2007 - April 2009
Skills
Business Analysis, Hedge Funds, Banking, Securities, Risk Management, KYC, Investments, Valuation, AML, Due Diligence, Fixed Income, Internal Audit, Asset Managment, Dodd-Frank, Financial Analysis, Portfolio Management, Operational Risk..., Capital Markets, Outlook, Financial Services
Education
University of Connecticut 2000 — 2005
B.S, Human Development and Family Studies
General Electric Capital Americas (GECA) January 2013 - Present
Deloitte Financial Advisory Services LLP September 2011 - November 2012
RBS September 2009 - August 2011
Credit Suisse April 2009 - July 2009
UBS Investment Bank December 2007 - April 2009
Skills
Business Analysis, Hedge Funds, Banking, Securities, Risk Management, KYC, Investments, Valuation, AML, Due Diligence, Fixed Income, Internal Audit, Asset Managment, Dodd-Frank, Financial Analysis, Portfolio Management, Operational Risk..., Capital Markets, Outlook, Financial Services
Education
University of Connecticut 2000 — 2005
B.S, Human Development and Family Studies
John Baldaserini John Baldaserini's UBS Investment Bank Experience August 2000 - October 2009
Job Front End Web Developer near New York City (NYC) specializing in Mobile & Responsive Design, PSD to HTML and WordPress
Industry Computer Software
Experience
MarkNet Group December 2014 - Present
Freelance August 2014 - Present
Geller & Company November 2013 - August 2014
TUDOR INVESTMENT CORPORATION November 2011 - July 2013
FactSet Research Systems April 2010 - November 2011
UBS Investment Bank August 2000 - October 2009
Skills
Responsive Web Design, Web Development, HTML 5, CSS 3, Meticulous eye for..., WordPress, Customer Service, JavaScript, jQuery, Photoshop, Usability, Web Design, Security, Technical Writing, Listening to customers, Dreamweaver, Technical Training, Team Leadership, Process Improvement, CSS, HTML, SharePoint, Project Management, Bootstrap, Windows Server, IT Service Management, User-centered Design
Education
University of Dayton 1994 — 1998
Bachelor's Degree, Psychology
MarkNet Group December 2014 - Present
Freelance August 2014 - Present
Geller & Company November 2013 - August 2014
TUDOR INVESTMENT CORPORATION November 2011 - July 2013
FactSet Research Systems April 2010 - November 2011
UBS Investment Bank August 2000 - October 2009
Skills
Responsive Web Design, Web Development, HTML 5, CSS 3, Meticulous eye for..., WordPress, Customer Service, JavaScript, jQuery, Photoshop, Usability, Web Design, Security, Technical Writing, Listening to customers, Dreamweaver, Technical Training, Team Leadership, Process Improvement, CSS, HTML, SharePoint, Project Management, Bootstrap, Windows Server, IT Service Management, User-centered Design
Education
University of Dayton 1994 — 1998
Bachelor's Degree, Psychology
Cody Gucker's UBS Investment Bank Experience August 2010 - February 2013
Job Agency Sales Planner at Magnetic
Industry Marketing and Advertising
Experience
Magnetic August 2015 - Present
CBS Television Distribution February 2013 - August 2015
UBS Investment Bank August 2010 - February 2013
Teuwen One Image June 2009 - July 2009
Sally Fischer Public Relations June 2008 - August 2008
Skills
Social Media Marketing, Event Planning, PowerPoint, Social Media, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Sales, Marketing Communications, Account Management
Education
University of Dayton 2006 — 2010
Cold Spring Harbor High School
Magnetic August 2015 - Present
CBS Television Distribution February 2013 - August 2015
UBS Investment Bank August 2010 - February 2013
Teuwen One Image June 2009 - July 2009
Sally Fischer Public Relations June 2008 - August 2008
Skills
Social Media Marketing, Event Planning, PowerPoint, Social Media, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Sales, Marketing Communications, Account Management
Education
University of Dayton 2006 — 2010
Cold Spring Harbor High School
Jonathan Abrado Jonathan Abrado's UBS Investment Bank Experience June 2007 - August 2007
Job Real Estate Agent at J. Philip Real Estate LLC
Industry Marketing and Advertising
Experience
J. Philip Real Estate LLC January 2015 - Present
Apple November 2014 - Present
Indeed.com May 2013 - September 2014
NBCUniversal, Inc. The Maury Show/Trisha Show May 2012 - February 2013
Office of Student Services and Advocacy August 2011 - December 2012
University of Connecticut Athletic Department February 2011 - December 2012
Stamford Downtown Special Services District June 2010 - November 2012
New York Sports Club February 2009 - January 2010
UBS Investment Bank June 2007 - August 2007
Skills
Social Media, Microsoft Office, Event Planning, Social Networking, Customer Service, Blogging, Data Entry, Social Media Marketing, Sports, Public Relations, Leadership, PowerPoint, Entertainment, Public Speaking, Organizational..., Press Releases, Gender Studies, PPC, Sales, Event Management, Small Group..., Computer Proficient, Microsoft Office (Mac..., Bilingual-Spanish, Lead Generation, Online Advertising, Email Marketing
Education
The University of Connecticut 2008 — 2012
Bachelor of Science (BS), Communication and Media Studies, Senior
Stamford High School 2004 — 2008
High School Diploma
J. Philip Real Estate LLC January 2015 - Present
Apple November 2014 - Present
Indeed.com May 2013 - September 2014
NBCUniversal, Inc. The Maury Show/Trisha Show May 2012 - February 2013
Office of Student Services and Advocacy August 2011 - December 2012
University of Connecticut Athletic Department February 2011 - December 2012
Stamford Downtown Special Services District June 2010 - November 2012
New York Sports Club February 2009 - January 2010
UBS Investment Bank June 2007 - August 2007
Skills
Social Media, Microsoft Office, Event Planning, Social Networking, Customer Service, Blogging, Data Entry, Social Media Marketing, Sports, Public Relations, Leadership, PowerPoint, Entertainment, Public Speaking, Organizational..., Press Releases, Gender Studies, PPC, Sales, Event Management, Small Group..., Computer Proficient, Microsoft Office (Mac..., Bilingual-Spanish, Lead Generation, Online Advertising, Email Marketing
Education
The University of Connecticut 2008 — 2012
Bachelor of Science (BS), Communication and Media Studies, Senior
Stamford High School 2004 — 2008
High School Diploma
Nameeta Kumar's UBS Investment Bank Experience March 2007 - March 2008
Job Senior Risk Advisory at EY
Industry Financial Services
Experience
EY July 2014 - Present
Axis Risk Consulting April 2012 - June 2014
Axis Risk Consulting August 2008 - March 2009
UBS Investment Bank March 2007 - March 2008
PricewaterhouseCoopers India November 2005 - February 2007
Skills
Enterprise Risk..., Sarbanes-Oxley Act, Business Process..., Internal Audit, Internal Controls, Governance, Operational Risk..., Change Management, Business Strategy, Risk Management, Process Improvement, MIS, Strategy, Vendor Management
Education
University of Cambridge 2007 — 2008
Certificate in International Business, International Business
EY July 2014 - Present
Axis Risk Consulting April 2012 - June 2014
Axis Risk Consulting August 2008 - March 2009
UBS Investment Bank March 2007 - March 2008
PricewaterhouseCoopers India November 2005 - February 2007
Skills
Enterprise Risk..., Sarbanes-Oxley Act, Business Process..., Internal Audit, Internal Controls, Governance, Operational Risk..., Change Management, Business Strategy, Risk Management, Process Improvement, MIS, Strategy, Vendor Management
Education
University of Cambridge 2007 — 2008
Certificate in International Business, International Business
Desiree Bandelier Desiree Bandelier's UBS Investment Bank Experience May 2007 - August 2007
Job
Industry Human Resources
Experience
Clyde & Co LLP May 2015 - Present
Clyde & Co LLP March 2014 - May 2015
Clyde & Co LLP August 2011 - March 2014
Now and Zen Group July 2010 - October 2010
Vita Coco January 2009 - August 2010
Vita Coco January 2009 - November 2009
JBG Music September 2008 - December 2008
Calluna Events March 2008 - August 2008
UBS Investment Bank May 2007 - August 2007
Skills
Event Planning, Human Resources, Office Management, Outlook, ADP Payroll, ADP HRB, ADP ezLaborManager, Reqwired, Carpe Diem, Benetrac, 401k, Blogging, Social Media, Public Speaking, Microsoft Excel, Management, Public Relations, Onboarding, Recruiting, Benefits Administration, Performance Reviews
Education
University of Colorado Boulder 2004 — 2008
BA, Psychology, Business
Mahwah High School
Clyde & Co LLP May 2015 - Present
Clyde & Co LLP March 2014 - May 2015
Clyde & Co LLP August 2011 - March 2014
Now and Zen Group July 2010 - October 2010
Vita Coco January 2009 - August 2010
Vita Coco January 2009 - November 2009
JBG Music September 2008 - December 2008
Calluna Events March 2008 - August 2008
UBS Investment Bank May 2007 - August 2007
Skills
Event Planning, Human Resources, Office Management, Outlook, ADP Payroll, ADP HRB, ADP ezLaborManager, Reqwired, Carpe Diem, Benetrac, 401k, Blogging, Social Media, Public Speaking, Microsoft Excel, Management, Public Relations, Onboarding, Recruiting, Benefits Administration, Performance Reviews
Education
University of Colorado Boulder 2004 — 2008
BA, Psychology, Business
Mahwah High School
Scott Margolis Scott Margolis's UBS Investment Bank Experience March 1992 - March 1998
Job Managing Director at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray April 2012 - Present
Broadpoint Gleacher November 2010 - August 2011
Weeden & Co. January 2009 - November 2010
Bear Stearns 2003 - 2008
Credit Suisse June 1992 - March 1998
UBS Investment Bank March 1992 - March 1998
Lehman Brothers June 1986 - February 1992
New York Presbyterian Hospital April 1978 - June 1984
Skills
Hedge Funds, Equities, Equity Derivatives, Trading, Options, Bonds, Structured Products, Series 24, Prime Brokerage, Fixed Income, Series 7, Derivatives, Series 63, Equity Trading, Financial Modeling, Private Equity, Asset Allocation, Investment Strategies, Credit Derivatives, Market Data, Hedging, Trading Systems, Securities, Market Making, Capital Markets, Alternative Investments, Investments, Investment Banking, Bloomberg, Equity Research, Asset Management, Electronic Trading, Financial Markets
Education
Yale School of Management 1984 — 1986
MBA, Finance
The University of Connecticut 1971 — 1975
BS, Biology and Math
Piper Jaffray April 2012 - Present
Broadpoint Gleacher November 2010 - August 2011
Weeden & Co. January 2009 - November 2010
Bear Stearns 2003 - 2008
Credit Suisse June 1992 - March 1998
UBS Investment Bank March 1992 - March 1998
Lehman Brothers June 1986 - February 1992
New York Presbyterian Hospital April 1978 - June 1984
Skills
Hedge Funds, Equities, Equity Derivatives, Trading, Options, Bonds, Structured Products, Series 24, Prime Brokerage, Fixed Income, Series 7, Derivatives, Series 63, Equity Trading, Financial Modeling, Private Equity, Asset Allocation, Investment Strategies, Credit Derivatives, Market Data, Hedging, Trading Systems, Securities, Market Making, Capital Markets, Alternative Investments, Investments, Investment Banking, Bloomberg, Equity Research, Asset Management, Electronic Trading, Financial Markets
Education
Yale School of Management 1984 — 1986
MBA, Finance
The University of Connecticut 1971 — 1975
BS, Biology and Math
Kevin Mullane Kevin Mullane's UBS Investment Bank Experience April 2012 - Present
Job Prime Services COO Office / Business Manager at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank April 2012 - Present
UBS Investment Bank October 2010 - March 2012
UBS Investment Bank July 2009 - September 2010
UBS Investment Bank May 2007 - June 2009
UBS Investment Bank August 2002 - April 2007
Education
The University of Connecticut
BA, Finance
UBS Investment Bank April 2012 - Present
UBS Investment Bank October 2010 - March 2012
UBS Investment Bank July 2009 - September 2010
UBS Investment Bank May 2007 - June 2009
UBS Investment Bank August 2002 - April 2007
Education
The University of Connecticut
BA, Finance
Carly Benson Carly Benson's UBS Investment Bank Experience August 2013 - Present
Job Operations Associate at Centerbridge Partners
Industry Financial Services
Experience
Centerbridge Partners April 2015 - Present
UBS Investment Bank August 2013 - Present
UBS Investment Bank June 2012 - August 2012
The Black Pearl May 2005 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Options, Public Speaking, Customer Service, Finance
Education
University of Connecticut 2009 — 2013
Bachelor of Science (B.S.), Finance
Centerbridge Partners April 2015 - Present
UBS Investment Bank August 2013 - Present
UBS Investment Bank June 2012 - August 2012
The Black Pearl May 2005 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Options, Public Speaking, Customer Service, Finance
Education
University of Connecticut 2009 — 2013
Bachelor of Science (B.S.), Finance
Dana Jensen's UBS Investment Bank Experience November 2013 - Present
Job Operational Risk Analyst
Industry Financial Services
Experience
UBS Investment Bank November 2013 - Present
Be Shri Yoga April 2014 - November 2014
Morgan Stanley Private Wealth Management March 2012 - May 2013
Rochdale Securities, LLC September 2008 - July 2011
Skills
Fixed Income, Operational Risk, Trading, Bloomberg, Bonds, Risk Management, Finance, Trading Systems, Equity Research, Settlement, Wealth Management, Financial Services, Securities, Financial Markets, Middle Office
Education
Western Connecticut State University 2006 — 2008
Financial Investments and Markets
University of Connecticut-Stamford
Master of Business Administration (MBA)
UBS Investment Bank November 2013 - Present
Be Shri Yoga April 2014 - November 2014
Morgan Stanley Private Wealth Management March 2012 - May 2013
Rochdale Securities, LLC September 2008 - July 2011
Skills
Fixed Income, Operational Risk, Trading, Bloomberg, Bonds, Risk Management, Finance, Trading Systems, Equity Research, Settlement, Wealth Management, Financial Services, Securities, Financial Markets, Middle Office
Education
Western Connecticut State University 2006 — 2008
Financial Investments and Markets
University of Connecticut-Stamford
Master of Business Administration (MBA)
Bill Kim Bill Kim's UBS Investment Bank Experience September 2006 - September 2007
Job Recruiting/Research Manager, Tax: Helping People Find Great Careers at KPMG!
Industry Staffing and Recruiting
Experience
KPMG March 2013 - Present
Ernst & Young October 2012 - March 2013
KPMG November 2010 - August 2012
AIG December 2009 - November 2010
Credit Suisse October 2007 - September 2008
UBS Investment Bank September 2006 - September 2007
Randstad USA August 2004 - September 2006
Skills
Talent Acquisition, Sourcing, Recruiting, Vendor Management, Relationship Management, Negotiation, Contract Negotiation, Financial Accounting, Executive Search, Financial Services, Applicant Tracking..., Treasury, Financial Risk, Benefits Negotiation, Finance, Talent Management, Interviews, Human Resources, Consulting, Management
Education
University of Connecticut 1982 — 1987
Bachelors of Arts, Political Science/Sociology
KPMG March 2013 - Present
Ernst & Young October 2012 - March 2013
KPMG November 2010 - August 2012
AIG December 2009 - November 2010
Credit Suisse October 2007 - September 2008
UBS Investment Bank September 2006 - September 2007
Randstad USA August 2004 - September 2006
Skills
Talent Acquisition, Sourcing, Recruiting, Vendor Management, Relationship Management, Negotiation, Contract Negotiation, Financial Accounting, Executive Search, Financial Services, Applicant Tracking..., Treasury, Financial Risk, Benefits Negotiation, Finance, Talent Management, Interviews, Human Resources, Consulting, Management
Education
University of Connecticut 1982 — 1987
Bachelors of Arts, Political Science/Sociology
Samiur Rahman Samiur Rahman's UBS Investment Bank Experience 2006 - 2006
Job Investment Professional
Industry Financial Services
Experience
Fir Tree Partners June 2013 - October 2013
University of Cambridge October 2012 - September 2013
Confidential 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
Equity Research, Investment Strategies, Asset Allocation, Asset Management, Proprietary Trading, Fundamental Analysis, Valuation, Fixed Income Analysis, Equities, Financial Modeling, Credit Derivatives, Technical Analysis, Finance, Frontier Markets, Private Equity, Social Entrepreneurship, Non-profit Board..., Capital Markets, Investments
Education
University of Cambridge 2012 — 2013
Master of Finance
University of Cambridge - Darwin College 2012 — 2013
Fir Tree Partners June 2013 - October 2013
University of Cambridge October 2012 - September 2013
Confidential 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
Equity Research, Investment Strategies, Asset Allocation, Asset Management, Proprietary Trading, Fundamental Analysis, Valuation, Fixed Income Analysis, Equities, Financial Modeling, Credit Derivatives, Technical Analysis, Finance, Frontier Markets, Private Equity, Social Entrepreneurship, Non-profit Board..., Capital Markets, Investments
Education
University of Cambridge 2012 — 2013
Master of Finance
University of Cambridge - Darwin College 2012 — 2013
Geoffrey Silverstein Geoffrey Silverstein's UBS Investment Bank Experience August 2006 - Present
Job Director, Commercial Real Estate Risk Control at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank August 2006 - Present
Credit Suisse November 2004 - August 2006
NorthMarq Capital August 2003 - November 2004
Cushman & Wakefield 2000 - 2003
Skills
Underwriting, Credit, Real Estate, CMBS, Securitization, Valuation, Financial Modeling, Credit Analysis, Real Estate Finance, Mortgage, Credit Risk, Real Estate Economics, Structured Products, Risk Management, Emerging Markets, Mortgage Lending, Commercial Mortgages, ABS, Finance, Commercial Real Estate, Banking, Strategy, Investments, Mergers & Acquisitions, Financial Risk, Investment Properties
Education
All of them
New York University - Leonard N. Stern School of Business
MBA, Economics
The University of Connecticut
BS, Real Estate and Urban Economic Studies
UBS Investment Bank August 2006 - Present
Credit Suisse November 2004 - August 2006
NorthMarq Capital August 2003 - November 2004
Cushman & Wakefield 2000 - 2003
Skills
Underwriting, Credit, Real Estate, CMBS, Securitization, Valuation, Financial Modeling, Credit Analysis, Real Estate Finance, Mortgage, Credit Risk, Real Estate Economics, Structured Products, Risk Management, Emerging Markets, Mortgage Lending, Commercial Mortgages, ABS, Finance, Commercial Real Estate, Banking, Strategy, Investments, Mergers & Acquisitions, Financial Risk, Investment Properties
Education
All of them
New York University - Leonard N. Stern School of Business
MBA, Economics
The University of Connecticut
BS, Real Estate and Urban Economic Studies
Joseph Tiberio Joseph Tiberio's UBS Investment Bank Experience December 2009 - June 2010
Job Operations Manager at Energy Income Partners
Industry Financial Services
Experience
Energy Income Partners July 2010 - Present
UBS Investment Bank December 2009 - June 2010
Private Client Resources, LLC July 2008 - November 2009
Pequot Capital Management May 2003 - July 2008
Lehman Brothers May 2000 - May 2003
US Navy December 1993 - December 1997
Skills
Equities, Hedge Funds, Back Office, Middle Office, Bloomberg, Trading, Fixed Income
Education
University of Connecticut 1997 — 2000
Bachelor of Science, Management Information Systems
Energy Income Partners July 2010 - Present
UBS Investment Bank December 2009 - June 2010
Private Client Resources, LLC July 2008 - November 2009
Pequot Capital Management May 2003 - July 2008
Lehman Brothers May 2000 - May 2003
US Navy December 1993 - December 1997
Skills
Equities, Hedge Funds, Back Office, Middle Office, Bloomberg, Trading, Fixed Income
Education
University of Connecticut 1997 — 2000
Bachelor of Science, Management Information Systems
Mallory Brooks Mallory Brooks's UBS Investment Bank Experience May 2002 - July 2003
Job Business Development at Eris Exchange, LLC
Industry Banking
Experience
Eris Exchange, LLC May 2014 - Present
BNP Paribas April 2007 - February 2014
Morgan Stanley July 2003 - April 2007
UBS Investment Bank May 2002 - July 2003
Deutsche Bank April 1996 - May 2002
Merrill Lynch April 1992 - April 1996
Cresvale 1989 - 1990
Skills
Derivatives, Banking, Capital Markets, Portfolio Management, Fixed Income, Financial Markets, Hedge Funds, Credit Risk, Investment Banking, Financial Futures, Alternative Investments
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance
University of Colorado Boulder
Bachelor of Arts (BA), Biochemistry and Molecular Biology
Eris Exchange, LLC May 2014 - Present
BNP Paribas April 2007 - February 2014
Morgan Stanley July 2003 - April 2007
UBS Investment Bank May 2002 - July 2003
Deutsche Bank April 1996 - May 2002
Merrill Lynch April 1992 - April 1996
Cresvale 1989 - 1990
Skills
Derivatives, Banking, Capital Markets, Portfolio Management, Fixed Income, Financial Markets, Hedge Funds, Credit Risk, Investment Banking, Financial Futures, Alternative Investments
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance
University of Colorado Boulder
Bachelor of Arts (BA), Biochemistry and Molecular Biology
Hilary Harwell's UBS Investment Bank Experience February 2010 - June 2011
Job Children's Writer, Jewelry Designer
Industry Writing and Editing
Experience
Inspired Mind Designs November 2009 - Present
UBS Investment Bank February 2010 - June 2011
UBS Investment Bank May 2005 - February 2010
Skills
Accounting, Microsoft Office, Funding, Excel, Microsoft Excel, Gold, Banking, Analysis, PowerPoint, Risk Management, Investments, Finance, Equities, Financial Analysis, Asset Management, Fixed Income, Investment Banking
Education
University of Colorado at Boulder 1997 — 2002
Bachelor of Arts, Anthropology
Fairfield High 1994 — 1997
Inspired Mind Designs November 2009 - Present
UBS Investment Bank February 2010 - June 2011
UBS Investment Bank May 2005 - February 2010
Skills
Accounting, Microsoft Office, Funding, Excel, Microsoft Excel, Gold, Banking, Analysis, PowerPoint, Risk Management, Investments, Finance, Equities, Financial Analysis, Asset Management, Fixed Income, Investment Banking
Education
University of Colorado at Boulder 1997 — 2002
Bachelor of Arts, Anthropology
Fairfield High 1994 — 1997
Marco Gentile's UBS Investment Bank Experience March 2006 - March 2007
Job Senior Manager at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets 2007 - Present
UBS Investment Bank March 2006 - March 2007
Skills
Series 7, Series 63, Middle Office
Education
The University of Connecticut 1997 — 2001
BA, Economics
BMO Capital Markets 2007 - Present
UBS Investment Bank March 2006 - March 2007
Skills
Series 7, Series 63, Middle Office
Education
The University of Connecticut 1997 — 2001
BA, Economics
Russell Kimes Russell Kimes's UBS Investment Bank Experience January 2011 - August 2011
Job Vice President, Human Resources at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2011 - Present
New Canaan Fire Company #1 June 1998 - Present
UBS Investment Bank January 2011 - August 2011
New Stream Capital December 2009 - October 2010
New Stream Capital July 2007 - December 2009
United States Marine Corps January 2000 - January 2008
Skills
Human Resources, VBA, Business Objects, SQL, Cash Flow Forecasting, Web Intelligence, Life Settlements, Insurance, Finance, Due Diligence, Analysis, Access, Microsoft Excel, Financial Modeling, Investments, Hedge Funds, Policy, Strategic Planning, Leadership, Team Leadership, Training, Recruiting, Portfolio Management, Asset Management, Analytics, Strategy, Management, Personnel Management, Customer Service, Mergers & Acquisitions, PeopleSoft
Education
University of Connecticut 2004 — 2007
BLA
Briarwood College 1998 — 2000
AAS
New Canaan High School 1994 — 1998
Morgan Stanley August 2011 - Present
New Canaan Fire Company #1 June 1998 - Present
UBS Investment Bank January 2011 - August 2011
New Stream Capital December 2009 - October 2010
New Stream Capital July 2007 - December 2009
United States Marine Corps January 2000 - January 2008
Skills
Human Resources, VBA, Business Objects, SQL, Cash Flow Forecasting, Web Intelligence, Life Settlements, Insurance, Finance, Due Diligence, Analysis, Access, Microsoft Excel, Financial Modeling, Investments, Hedge Funds, Policy, Strategic Planning, Leadership, Team Leadership, Training, Recruiting, Portfolio Management, Asset Management, Analytics, Strategy, Management, Personnel Management, Customer Service, Mergers & Acquisitions, PeopleSoft
Education
University of Connecticut 2004 — 2007
BLA
Briarwood College 1998 — 2000
AAS
New Canaan High School 1994 — 1998
Andrew Almeida Andrew Almeida's UBS Investment Bank Experience June 2008 - August 2008
Job Investment Professional at Thoma Bravo
Industry Venture Capital & Private Equity
Experience
Thoma Bravo August 2012 - Present
Bank of America Merrill Lynch July 2010 - June 2012
UBS Investment Bank June 2008 - August 2008
Education
Vanderbilt University
Master of Science (M.S.)
University of Wisconsin-Madison
BBA, Finance & Economics
University of Cape Town
Commerce
Piedmont High School
Thoma Bravo August 2012 - Present
Bank of America Merrill Lynch July 2010 - June 2012
UBS Investment Bank June 2008 - August 2008
Education
Vanderbilt University
Master of Science (M.S.)
University of Wisconsin-Madison
BBA, Finance & Economics
University of Cape Town
Commerce
Piedmont High School
catherine oakford catherine oakford's UBS Investment Bank Experience March 2005 - October 2007
Job Vice President, Corporate Access at BMO Capital Markets
Industry Events Services
Experience
BMO Capital Markets May 2014 - Present
Lazard Capital Markets January 2013 - March 2014
Lazard Capital Markets June 2011 - January 2013
Hermès of Paris April 2010 - June 2011
UBS Wealth Management December 2008 - March 2010
UBS Wealth Management October 2007 - December 2008
UBS Investment Bank March 2005 - October 2007
TRAFELET & COMPANY LLC March 2004 - January 2005
PHD USA November 2002 - March 2004
Skills
Event Management, Budgets, Cross-functional Team..., Contract Negotiation, Research, Sponsorship, Corporate Events, Event Planning, Marketing Communications, Marketing, Public Relations, Training, Marketing Strategy, Advertising, Management, Microsoft Office, Sales
Education
University of Colorado Boulder 1998 — 2002
BA, Communications
BMO Capital Markets May 2014 - Present
Lazard Capital Markets January 2013 - March 2014
Lazard Capital Markets June 2011 - January 2013
Hermès of Paris April 2010 - June 2011
UBS Wealth Management December 2008 - March 2010
UBS Wealth Management October 2007 - December 2008
UBS Investment Bank March 2005 - October 2007
TRAFELET & COMPANY LLC March 2004 - January 2005
PHD USA November 2002 - March 2004
Skills
Event Management, Budgets, Cross-functional Team..., Contract Negotiation, Research, Sponsorship, Corporate Events, Event Planning, Marketing Communications, Marketing, Public Relations, Training, Marketing Strategy, Advertising, Management, Microsoft Office, Sales
Education
University of Colorado Boulder 1998 — 2002
BA, Communications
Guy Fairbrass Guy Fairbrass's UBS Investment Bank Experience June 2005 - February 2008
Job CFO at MAI Insurance Group
Industry Insurance
Experience
MAI Insurance Group August 2010 - Present
KCI Medical May 2008 - September 2008
UBS Investment Bank June 2005 - February 2008
Citi Group January 2003 - April 2005
Education
University of Canterbury 1992 — 1994
B.Com, Accounting, Information Systems
MAI Insurance Group August 2010 - Present
KCI Medical May 2008 - September 2008
UBS Investment Bank June 2005 - February 2008
Citi Group January 2003 - April 2005
Education
University of Canterbury 1992 — 1994
B.Com, Accounting, Information Systems
Leora Zach Leora Zach's UBS Investment Bank Experience September 2011 - Present
Job Associate Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank September 2011 - Present
UBS Investment Bank June 2009 - September 2011
UBS Investment Bank June 2008 - August 2008
GE edgelab 2008 - 2008
UBS Investment Bank May 2007 - August 2007
Skills
Financial Modeling, Investment Banking, Financial Analysis, Valuation, Corporate Finance, Capital Markets, Equities, Equity Research, Bloomberg, Fixed Income
Education
The University of Connecticut 2005 — 2009
Bachelor's Degree, Banking, Corporate, Finance, and Securities Law
UBS Investment Bank September 2011 - Present
UBS Investment Bank June 2009 - September 2011
UBS Investment Bank June 2008 - August 2008
GE edgelab 2008 - 2008
UBS Investment Bank May 2007 - August 2007
Skills
Financial Modeling, Investment Banking, Financial Analysis, Valuation, Corporate Finance, Capital Markets, Equities, Equity Research, Bloomberg, Fixed Income
Education
The University of Connecticut 2005 — 2009
Bachelor's Degree, Banking, Corporate, Finance, and Securities Law
Soulaf Kassisse Soulaf Kassisse's UBS Investment Bank Experience September 2006 - October 2007
Job RBS Global Banking & Markets
Industry Financial Services
Experience
RBS Global Banking & Markets June 2010 - Present
GE Commercial Finance 2007 - May 2010
UBS Investment Bank September 2006 - October 2007
Skills
Advanced Commercial..., SQL,Visual Basic.net,..., Business Object,..., Visio, Adobe Photoshop,..., Languages: English and..., Credit Analysis, Asset Managment, Accounting, Capital Markets, Settlement, Financial Analysis, Bloomberg, Financial Modeling, Credit, Equities, Portfolio Management, Investment Banking, Risk Management, Fixed Income, Banking, Derivatives, Finance
Education
The University of Connecticut
Bachelor's degree, Business
RBS Global Banking & Markets June 2010 - Present
GE Commercial Finance 2007 - May 2010
UBS Investment Bank September 2006 - October 2007
Skills
Advanced Commercial..., SQL,Visual Basic.net,..., Business Object,..., Visio, Adobe Photoshop,..., Languages: English and..., Credit Analysis, Asset Managment, Accounting, Capital Markets, Settlement, Financial Analysis, Bloomberg, Financial Modeling, Credit, Equities, Portfolio Management, Investment Banking, Risk Management, Fixed Income, Banking, Derivatives, Finance
Education
The University of Connecticut
Bachelor's degree, Business
Marykate Valentine Marykate Valentine's UBS Investment Bank Experience November 2010 - February 2011
Job Sr Manager, HR Operations
Industry Human Resources
Experience
Daymon Worldwide August 2011 - Present
UBS Investment Bank November 2010 - February 2011
Credit Suisse April 2004 - August 2010
McLagan 1996 - 2003
Skills
Employee Benefits, Human Resources, Deferred Compensation, Personnel Management, Management, Succession Planning, Strategy, HRIS, Recruiting, Compensation & Benefit, Salary, Job Evaluation, Training, Talent Acquisition
Education
The University of Connecticut 1985 — 1988
Bachelor's degree, Communications & Marketing
Daymon Worldwide August 2011 - Present
UBS Investment Bank November 2010 - February 2011
Credit Suisse April 2004 - August 2010
McLagan 1996 - 2003
Skills
Employee Benefits, Human Resources, Deferred Compensation, Personnel Management, Management, Succession Planning, Strategy, HRIS, Recruiting, Compensation & Benefit, Salary, Job Evaluation, Training, Talent Acquisition
Education
The University of Connecticut 1985 — 1988
Bachelor's degree, Communications & Marketing
Kasey Newton's UBS Investment Bank Experience May 2011 - August 2011
Job Sales Coordinator at NBCUniversal, Inc.
Industry Entertainment
Experience
NBCUniversal, Inc. November 2013 - Present
USTA December 2012 - November 2013
The Strategic Agency September 2012 - December 2012
UBS Investment Bank May 2011 - August 2011
Kaleidoscope Sports and Entertainment May 2009 - August 2009
Skills
Microsoft Excel, Marketing, Editing, Account Management, Competitive Analysis, Microsoft Word, Sponsorship, Sales, Facebook, Business Development, Management, Social Media Marketing, Event Planning, Research, Social Networking, Social Media, CRM, Budgets
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Arts (B.A.), Sociology
New Canaan High School 2004 — 2008
NBCUniversal, Inc. November 2013 - Present
USTA December 2012 - November 2013
The Strategic Agency September 2012 - December 2012
UBS Investment Bank May 2011 - August 2011
Kaleidoscope Sports and Entertainment May 2009 - August 2009
Skills
Microsoft Excel, Marketing, Editing, Account Management, Competitive Analysis, Microsoft Word, Sponsorship, Sales, Facebook, Business Development, Management, Social Media Marketing, Event Planning, Research, Social Networking, Social Media, CRM, Budgets
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Arts (B.A.), Sociology
New Canaan High School 2004 — 2008
Mark Monfredo Mark Monfredo's UBS Investment Bank Experience May 2007 - January 2009
Job Global Emerging Markets Project Manager, CSM, PMP Equivalent (Senior Associate)
Industry Financial Services
Experience
J.P. Morgan October 2013 - Present
J.P. Morgan July 2011 - Present
JP Morgan June 2010 - July 2011
FUTURE SURGICAL SUPPLIES ASSOCIATES February 2009 - June 2010
UBS INVESTMENT BANK May 2007 - January 2009
GENERAL ELECTRIC EDGELAB January 2003 - May 2007
Skills
Excel Macros(Basic VBA), Capital Markets, Project Management, Business Analysis, Equities, Financial Analysis, Fixed Income, Asset Managment, Financial Modeling, Risk Management, Data Analysis, Derivatives, Microsoft Excel, Bloomberg, Hedge Funds, Valuation, Investment Banking, VBA, Finance, Financial Services, Asset Management, Financial Reporting, Financial Markets, Options, Corporate Finance, Trading Systems, Certified Scrum Master..., Agile Project Management, Sprint Planning, Trading, Analysis, Strategy, Management, Leadership, Microsoft Office, Portfolio Management, Investments, Banking, CRM
Education
The University of Connecticut
Bachelor's of Science, Business and Technology
J.P. Morgan October 2013 - Present
J.P. Morgan July 2011 - Present
JP Morgan June 2010 - July 2011
FUTURE SURGICAL SUPPLIES ASSOCIATES February 2009 - June 2010
UBS INVESTMENT BANK May 2007 - January 2009
GENERAL ELECTRIC EDGELAB January 2003 - May 2007
Skills
Excel Macros(Basic VBA), Capital Markets, Project Management, Business Analysis, Equities, Financial Analysis, Fixed Income, Asset Managment, Financial Modeling, Risk Management, Data Analysis, Derivatives, Microsoft Excel, Bloomberg, Hedge Funds, Valuation, Investment Banking, VBA, Finance, Financial Services, Asset Management, Financial Reporting, Financial Markets, Options, Corporate Finance, Trading Systems, Certified Scrum Master..., Agile Project Management, Sprint Planning, Trading, Analysis, Strategy, Management, Leadership, Microsoft Office, Portfolio Management, Investments, Banking, CRM
Education
The University of Connecticut
Bachelor's of Science, Business and Technology
Najeh Adib Najeh Adib's UBS Investment Bank Experience October 2006 - June 2007
Job Senior Manager at Deloitte
Industry Management Consulting
Experience
Deloitte August 2014 - Present
Deloitte August 2010 - August 2014
Deloitte December 2008 - August 2010
Deloitte June 2007 - December 2008
UBS Investment Bank October 2006 - June 2007
Deloitte September 2005 - October 2006
Deloitte February 2004 - August 2005
Skills
Cyber Incident Response, Program Development, Vendor Management, Privacy and Data..., Information Security..., Policy and Standards..., Identity Management, IT Risk and Compliance..., KRI/KPI Development, IT Strategy, Information Management, Identity & Access..., Internal Controls, Training and Awareness, Sarbanes-Oxley Act, Internal Audit, Strategy and Operations, Information Security, Consulting, PCI DSS, Business Process Design, Security Architecture..., Enterprise Risk..., Mainframe Security, Data Loss Prevention, IT Transformation, Compliance Management, Regulatory Reporting, Regulatory Risk, Security Architecture, Strategy, Information Technology
Education
The University of Connecticut 1999 — 2004
B.S.E, Computer Science and Engineering, Network Architecture
Deloitte August 2014 - Present
Deloitte August 2010 - August 2014
Deloitte December 2008 - August 2010
Deloitte June 2007 - December 2008
UBS Investment Bank October 2006 - June 2007
Deloitte September 2005 - October 2006
Deloitte February 2004 - August 2005
Skills
Cyber Incident Response, Program Development, Vendor Management, Privacy and Data..., Information Security..., Policy and Standards..., Identity Management, IT Risk and Compliance..., KRI/KPI Development, IT Strategy, Information Management, Identity & Access..., Internal Controls, Training and Awareness, Sarbanes-Oxley Act, Internal Audit, Strategy and Operations, Information Security, Consulting, PCI DSS, Business Process Design, Security Architecture..., Enterprise Risk..., Mainframe Security, Data Loss Prevention, IT Transformation, Compliance Management, Regulatory Reporting, Regulatory Risk, Security Architecture, Strategy, Information Technology
Education
The University of Connecticut 1999 — 2004
B.S.E, Computer Science and Engineering, Network Architecture
Philip Bivrell Philip Bivrell's UBS Investment Bank Experience February 2003 - December 2007
Job Individual Consultant, Retirement Services at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2011 - Present
ANDREWS SECURITIES, LLC March 2010 - October 2010
JPMORGAN CHASE January 2008 - April 2009
UBS INVESTMENT BANK February 2003 - December 2007
FIDELITY INVESTMENTS March 2001 - February 2002
BANC OF AMERICA SECURITIES, LLC May 1998 - February 2001
GOLDMAN SACHS & CO. January 1994 - May 1998
Skills
Business Development, Asset Management, Alternative Investments, Portfolio Management, Financial Services, Investment Banking
Education
University of Connecticut
B.A., Communication Sciences
TIAA-CREF January 2011 - Present
ANDREWS SECURITIES, LLC March 2010 - October 2010
JPMORGAN CHASE January 2008 - April 2009
UBS INVESTMENT BANK February 2003 - December 2007
FIDELITY INVESTMENTS March 2001 - February 2002
BANC OF AMERICA SECURITIES, LLC May 1998 - February 2001
GOLDMAN SACHS & CO. January 1994 - May 1998
Skills
Business Development, Asset Management, Alternative Investments, Portfolio Management, Financial Services, Investment Banking
Education
University of Connecticut
B.A., Communication Sciences
E.J. Icatar's UBS Investment Bank Experience April 2006 - May 2008
Job
Industry Financial Services
Experience
Anchor Solutions, LLC July 2008 - September 2012
UBS Investment Bank April 2006 - May 2008
UBS Investment Bank June 2000 - April 2006
UBS Investment Bank May 1999 - May 2001
Perot Systems 1999 - 2001
Perot Systems 1999 - 2001
Skills
Agile Project Management, Offshoring, Performance Tuning, SaaS, ITIL, Technical Support, Disaster Recovery, Cloud Computing, Management, VMware, Vendor Management, Virtualization, Infrastructure, Citrix, Service Delivery, IT Management, IT Strategy, Incident Management
Education
St. Vincent's College 2013 — 2015
Associate of Science (A.S.), Radiologic Technology/Science - Radiographer
The University of Connecticut 1994 — 2000
Liberal Arts and Sciences, General Studies and Humanities
Trinity Catholic High School 1990 — 1994
Diploma
Anchor Solutions, LLC July 2008 - September 2012
UBS Investment Bank April 2006 - May 2008
UBS Investment Bank June 2000 - April 2006
UBS Investment Bank May 1999 - May 2001
Perot Systems 1999 - 2001
Perot Systems 1999 - 2001
Skills
Agile Project Management, Offshoring, Performance Tuning, SaaS, ITIL, Technical Support, Disaster Recovery, Cloud Computing, Management, VMware, Vendor Management, Virtualization, Infrastructure, Citrix, Service Delivery, IT Management, IT Strategy, Incident Management
Education
St. Vincent's College 2013 — 2015
Associate of Science (A.S.), Radiologic Technology/Science - Radiographer
The University of Connecticut 1994 — 2000
Liberal Arts and Sciences, General Studies and Humanities
Trinity Catholic High School 1990 — 1994
Diploma
Matthew Spady Matthew Spady's UBS Investment Bank Experience August 1992 - August 1998
Job Manager, Custom Research at Navigant
Industry Market Research
Experience
Gigaom September 2012 - March 2015
Pike Research June 2012 - August 2012
ABI Research November 2005 - June 2012
Commerzbank September 1998 - November 2004
UBS Investment Bank August 1992 - August 1998
Self-Employed September 1985 - August 1991
Skills
Writing, Publishing, Research, Public Speaking, Editing, Microsoft Office, Coaching, Volunteer Management, Volunteer Development, Event Planning, Event Management, Project Management, Staff Mentor, Local History, American History, Virtual Tours, Microsoft Excel, Creative Writing, Technical Writing, Competitive Intelligence, Market Research, Competitive Analysis, Data Analysis, Market Intelligence, Volunteering, Fundraising, Business Development, Start-ups, Marketing, Management, Team Leadership, Cross-functional Team..., Proofreading, Blogging, Editorial, Copy Editing, Content Development, Content Management, Social Networking, Social Media, Leadership, Mentoring
Education
University of Cincinnati
Artist Diploma and MM (Master of Music), Opera Performance
Virginia Commonwealth University
BM (Bachelor of Music), Vocal Performance
William & Mary
BA, English
Gigaom September 2012 - March 2015
Pike Research June 2012 - August 2012
ABI Research November 2005 - June 2012
Commerzbank September 1998 - November 2004
UBS Investment Bank August 1992 - August 1998
Self-Employed September 1985 - August 1991
Skills
Writing, Publishing, Research, Public Speaking, Editing, Microsoft Office, Coaching, Volunteer Management, Volunteer Development, Event Planning, Event Management, Project Management, Staff Mentor, Local History, American History, Virtual Tours, Microsoft Excel, Creative Writing, Technical Writing, Competitive Intelligence, Market Research, Competitive Analysis, Data Analysis, Market Intelligence, Volunteering, Fundraising, Business Development, Start-ups, Marketing, Management, Team Leadership, Cross-functional Team..., Proofreading, Blogging, Editorial, Copy Editing, Content Development, Content Management, Social Networking, Social Media, Leadership, Mentoring
Education
University of Cincinnati
Artist Diploma and MM (Master of Music), Opera Performance
Virginia Commonwealth University
BM (Bachelor of Music), Vocal Performance
William & Mary
BA, English
Katie Holst Katie Holst's UBS Investment Bank Experience September 2008 - May 2009
Job Senior Associate at ULI Orange County/Inland Empire
Industry Financial Services
Experience
Urban Land Institute September 2015 - Present
NFP Retirement November 2012 - August 2015
CBRE March 2011 - October 2012
CBRE February 2010 - March 2011
UBS Investment Bank September 2008 - May 2009
UBS Investment Bank December 2007 - May 2009
UBS Investment Bank October 2006 - December 2007
UBS Investment Bank August 2005 - August 2006
Skills
Recruiting, Interviews, Event Planning, Management, Budgets, Sourcing, Marketing
Education
University of Southern California 2001 — 2005
B.A. Communication
University of Cambridge 2005 — 2006
Certificate of The Mountbatten Internship Programme, International Business Management
Urban Land Institute September 2015 - Present
NFP Retirement November 2012 - August 2015
CBRE March 2011 - October 2012
CBRE February 2010 - March 2011
UBS Investment Bank September 2008 - May 2009
UBS Investment Bank December 2007 - May 2009
UBS Investment Bank October 2006 - December 2007
UBS Investment Bank August 2005 - August 2006
Skills
Recruiting, Interviews, Event Planning, Management, Budgets, Sourcing, Marketing
Education
University of Southern California 2001 — 2005
B.A. Communication
University of Cambridge 2005 — 2006
Certificate of The Mountbatten Internship Programme, International Business Management
Lajos Csery Lajos Csery's UBS Investment Bank Experience November 2014 - Present
Job at UBS
Industry Banking
Experience
UBS Investment Bank November 2014 - Present
Markit June 2010 - October 2014
MarkitSERV September 2008 - June 2010
UBS Investment Bank 2008 - 2008
Skills
Corporate Finance, Valuation, Investments, Economics, Fixed Income, Derivatives, Equity Derivatives, Hedge Funds, Business Analysis, Equities, Investment Banking, Credit Derivatives, FX Options, Structured Products, Market Risk, Credit Risk
Education
University of Connecticut 2006 — 2008
Postgraduate, Corporate and Organizational Studies
College of Modern Business Sciences 2000 — 2004
BS, Economics
UBS Investment Bank November 2014 - Present
Markit June 2010 - October 2014
MarkitSERV September 2008 - June 2010
UBS Investment Bank 2008 - 2008
Skills
Corporate Finance, Valuation, Investments, Economics, Fixed Income, Derivatives, Equity Derivatives, Hedge Funds, Business Analysis, Equities, Investment Banking, Credit Derivatives, FX Options, Structured Products, Market Risk, Credit Risk
Education
University of Connecticut 2006 — 2008
Postgraduate, Corporate and Organizational Studies
College of Modern Business Sciences 2000 — 2004
BS, Economics
Katherine Majchrzak Katherine Majchrzak's UBS Investment Bank Experience August 2011 - August 2012
Job Finance Analyst at Stanford University School of Medicine
Industry Financial Services
Experience
Stanford University School of Medicine August 2015 - Present
Room to Read February 2014 - July 2015
VIP PetCare August 2013 - February 2014
UBS Investment Bank August 2011 - August 2012
Thompson Training April 2009 - December 2011
Nite Owl Cookies September 2010 - January 2011
Kelly Services 2009 - 2011
Pebble Beach Equestrian Centre June 2008 - August 2008
The Ranch Camp, Lake Placid June 2007 - August 2007
Girl Scouts of the USA - Camp Sugar Pine June 2006 - August 2006
Skills
Microsoft Office, Teaching, German, English Literature, Project Management, Headcount Reporting, Data Analysis, Invoice Processing, Website Development, Marketing Research, Equestrian, Writing, Legal Compliance, Office Administration, Receptionist Duties, Event Planning, Logistics Management, Sales, Office Management, Creative Solutions, Ranch, Travel Planning, Travel, Entrepreneurship, International Business, Business Strategy, Business Planning, Leadership, PowerPoint, Marketing, Financial Analysis, Market Research, Online Advertising, Social Media Marketing, Social Media, Research, Advertising, Customer Service, Social Networking, Administration, Blogging, Spanish, Outlook, Microsoft Excel, Event Management
Education
St. Mary's University College Twickenham 2011 — 2012
Master of Business Administration (MBA), International Business
Naresuan University 2012 — 2012
Post Graduate Certificate, Political and Economic Developments in the Asia Pacific Region, International Business
University of Oxford - Said Business School 2012 — 2012
Entrepreneurship and Innovation Program Certificate, Entrepreneurship/Entrepreneurial Studies
Oxford Seminars 2010 — 2010
TESOL/TESL Certificate, ESL Certification Course
University of California, Santa Cruz 2006 — 2010
Bachelor of Arts (B.A.), English and German Literature
Georg-August University of Göttingen, Germany 2008 — 2009
Bachelor's certificate in German Literature and Linguistics, German Studies
Campolindo High School 2002 — 2006
High School Diploma, High School/Secondary Diplomas and Certificates
Stanford University School of Medicine August 2015 - Present
Room to Read February 2014 - July 2015
VIP PetCare August 2013 - February 2014
UBS Investment Bank August 2011 - August 2012
Thompson Training April 2009 - December 2011
Nite Owl Cookies September 2010 - January 2011
Kelly Services 2009 - 2011
Pebble Beach Equestrian Centre June 2008 - August 2008
The Ranch Camp, Lake Placid June 2007 - August 2007
Girl Scouts of the USA - Camp Sugar Pine June 2006 - August 2006
Skills
Microsoft Office, Teaching, German, English Literature, Project Management, Headcount Reporting, Data Analysis, Invoice Processing, Website Development, Marketing Research, Equestrian, Writing, Legal Compliance, Office Administration, Receptionist Duties, Event Planning, Logistics Management, Sales, Office Management, Creative Solutions, Ranch, Travel Planning, Travel, Entrepreneurship, International Business, Business Strategy, Business Planning, Leadership, PowerPoint, Marketing, Financial Analysis, Market Research, Online Advertising, Social Media Marketing, Social Media, Research, Advertising, Customer Service, Social Networking, Administration, Blogging, Spanish, Outlook, Microsoft Excel, Event Management
Education
St. Mary's University College Twickenham 2011 — 2012
Master of Business Administration (MBA), International Business
Naresuan University 2012 — 2012
Post Graduate Certificate, Political and Economic Developments in the Asia Pacific Region, International Business
University of Oxford - Said Business School 2012 — 2012
Entrepreneurship and Innovation Program Certificate, Entrepreneurship/Entrepreneurial Studies
Oxford Seminars 2010 — 2010
TESOL/TESL Certificate, ESL Certification Course
University of California, Santa Cruz 2006 — 2010
Bachelor of Arts (B.A.), English and German Literature
Georg-August University of Göttingen, Germany 2008 — 2009
Bachelor's certificate in German Literature and Linguistics, German Studies
Campolindo High School 2002 — 2006
High School Diploma, High School/Secondary Diplomas and Certificates
Scott Malone Scott Malone's UBS Investment Bank Experience March 1998 - September 2010
Job Sr. VP / Associate Director at Macquarie Bank
Industry Financial Services
Experience
Macquarie Bank September 2010 - Present
UBS Investment Bank March 1998 - September 2010
McLagan 1997 - 1998
Skills
Equities, Bloomberg, Financial Analysis, Fixed Income, Securities, Hedge Funds, Derivatives, Capital Markets, Financial Modeling, Portfolio Management, Alternative Investments, FX Options, Electronic Trading, Series 7, Financial Markets, Investments, Options, Financial Risk, Corporate Finance, Banking, Bonds, Middle Office, Operational Risk, Risk Management, Trading, Financial Services, Finance, Management
Education
University of Connecticut 2002 — 2005
MBA, Marketing and Finance
Fairfield University 1993 — 1997
Bachelor of Science (B.S.), Finance, General
Windsor High School 1990 — 1993
Diploma
Macquarie Bank September 2010 - Present
UBS Investment Bank March 1998 - September 2010
McLagan 1997 - 1998
Skills
Equities, Bloomberg, Financial Analysis, Fixed Income, Securities, Hedge Funds, Derivatives, Capital Markets, Financial Modeling, Portfolio Management, Alternative Investments, FX Options, Electronic Trading, Series 7, Financial Markets, Investments, Options, Financial Risk, Corporate Finance, Banking, Bonds, Middle Office, Operational Risk, Risk Management, Trading, Financial Services, Finance, Management
Education
University of Connecticut 2002 — 2005
MBA, Marketing and Finance
Fairfield University 1993 — 1997
Bachelor of Science (B.S.), Finance, General
Windsor High School 1990 — 1993
Diploma
Adeel Khalid, CFA's UBS Investment Bank Experience November 2011 - November 2013
Job Assistant Vice President Natural Resources Credit Risk at Barclays
Industry Investment Banking
Experience
Barclays November 2013 - Present
UBS Investment Bank November 2011 - November 2013
UBS Investment Bank June 2009 - November 2011
UBS Investment Bank June 2008 - August 2008
GE Commercial Finance June 2007 - August 2007
Enthone June 2006 - August 2006
Skills
Credit Risk, Credit Analysis, Financial Analysis, Regulatory Affairs, Valuation, Product Control, Capital Markets, Portfolio Management, Equities, CDS, Options, Financial Risk
Education
University of Connecticut 2005 — 2009
Bachelor of Science, Finance
Barclays November 2013 - Present
UBS Investment Bank November 2011 - November 2013
UBS Investment Bank June 2009 - November 2011
UBS Investment Bank June 2008 - August 2008
GE Commercial Finance June 2007 - August 2007
Enthone June 2006 - August 2006
Skills
Credit Risk, Credit Analysis, Financial Analysis, Regulatory Affairs, Valuation, Product Control, Capital Markets, Portfolio Management, Equities, CDS, Options, Financial Risk
Education
University of Connecticut 2005 — 2009
Bachelor of Science, Finance
Oliver McLean Oliver McLean's UBS Investment Bank Experience April 2010 - September 2010
Job Executive at Macquarie Group
Industry Financial Services
Experience
Macquarie Group June 2013 - Present
Macquarie Group October 2010 - January 2014
UBS Investment Bank April 2010 - September 2010
Commonwealth Bank of Australia January 2007 - March 2009
Commonwealth Bank of Australia January 2003 - February 2004
Skills
Financial Markets, Synthetics, Equity Swaps, Derivatives, Volatility Arbitrage, Valuation, Financial Analysis, Bloomberg, Reuters, Equity Derivatives, Options
Education
University of Canberra 2004 — 2007
Bachelor of Commerce (BCom), Banking and Finance
Hurlstone 2010 — 2012
Macquarie Group June 2013 - Present
Macquarie Group October 2010 - January 2014
UBS Investment Bank April 2010 - September 2010
Commonwealth Bank of Australia January 2007 - March 2009
Commonwealth Bank of Australia January 2003 - February 2004
Skills
Financial Markets, Synthetics, Equity Swaps, Derivatives, Volatility Arbitrage, Valuation, Financial Analysis, Bloomberg, Reuters, Equity Derivatives, Options
Education
University of Canberra 2004 — 2007
Bachelor of Commerce (BCom), Banking and Finance
Hurlstone 2010 — 2012
Christopher Darley Christopher Darley's UBS Investment Bank Experience 1993 - 1996
Job Director of Portfolio Advisory & Acquisitions ► Investment Management ♦ Business Startups .,
Industry Education Management
Experience
Holgate Securities, Ltd., 2009 - Present
SunTrust 2007 - 2010
HSBC Securities 2005 - 2007
Bank of America 2002 - 2005
Merrill Lynch 1996 - 2002
UBS Investment Bank 1993 - 1996
Skills
Capital Markets, Fixed Income, Investment Banking, Derivatives, Trading, Hedge Funds, Investments, Strategic Planning, Change Management, Client Relations, Project Management, Presentations, Marketing, International Business..., Deal Development &..., Sales, Budgeting, Business Startups, Corporate Communications, Financial Consulting, Management Consulting, Product Development &..., Product Promotion, Debt Origination, Debt Restructuring, Deriviatives, Credit Facilities..., Fixed Income & Fixed..., Client Relationship..., Corporate Relationship..., Business Turn-arounds, Structured Financing, Business Model..., Organizational..., Debt Financing..., Bridge Loans, Market Analysis, Financial Portfolio..., Capital Allocations, REITs & Real Estate..., Investment Management, Business Partnering, Investor Relationship..., Management Reporting, Policy Development &..., Regulatory Compliance, Talent Management, Performance Management..., Team Leadership &..., Professional Staffing
Education
University of Cambridge 1987 — 1990
MA, Economics
King's School, Canterbury 1982 — 1987
Holgate Securities, Ltd., 2009 - Present
SunTrust 2007 - 2010
HSBC Securities 2005 - 2007
Bank of America 2002 - 2005
Merrill Lynch 1996 - 2002
UBS Investment Bank 1993 - 1996
Skills
Capital Markets, Fixed Income, Investment Banking, Derivatives, Trading, Hedge Funds, Investments, Strategic Planning, Change Management, Client Relations, Project Management, Presentations, Marketing, International Business..., Deal Development &..., Sales, Budgeting, Business Startups, Corporate Communications, Financial Consulting, Management Consulting, Product Development &..., Product Promotion, Debt Origination, Debt Restructuring, Deriviatives, Credit Facilities..., Fixed Income & Fixed..., Client Relationship..., Corporate Relationship..., Business Turn-arounds, Structured Financing, Business Model..., Organizational..., Debt Financing..., Bridge Loans, Market Analysis, Financial Portfolio..., Capital Allocations, REITs & Real Estate..., Investment Management, Business Partnering, Investor Relationship..., Management Reporting, Policy Development &..., Regulatory Compliance, Talent Management, Performance Management..., Team Leadership &..., Professional Staffing
Education
University of Cambridge 1987 — 1990
MA, Economics
King's School, Canterbury 1982 — 1987
Alex Tuch's UBS Investment Bank Experience August 2013 - November 2014
Job MBA 2017 Candidate at USC Marshall School of Business
Industry Marketing and Advertising
Experience
USC Marshall School of Business July 2015 - Present
Camp United in Harmony August 2001 - Present
UBS Investment Bank August 2013 - November 2014
UBS Financial Services Inc. May 2011 - August 2013
Merrill Lynch September 2008 - April 2011
JuiceBox Skateboards LLC June 2006 - September 2008
Skills
Business Development, Public Speaking, Investments, Finance, Wealth Management, Equities, Asset Management, Capital Markets, Strategic Partnerships
Education
University of California, Santa Cruz 2004 — 2008
B.A, Business Management Economics
University of Southern California - Marshall School of Business
University of Southern California - Marshall School of Business
USC Marshall School of Business July 2015 - Present
Camp United in Harmony August 2001 - Present
UBS Investment Bank August 2013 - November 2014
UBS Financial Services Inc. May 2011 - August 2013
Merrill Lynch September 2008 - April 2011
JuiceBox Skateboards LLC June 2006 - September 2008
Skills
Business Development, Public Speaking, Investments, Finance, Wealth Management, Equities, Asset Management, Capital Markets, Strategic Partnerships
Education
University of California, Santa Cruz 2004 — 2008
B.A, Business Management Economics
University of Southern California - Marshall School of Business
University of Southern California - Marshall School of Business
Viktoriya Gelfand Viktoriya Gelfand's UBS Investment Bank Experience July 2010 - February 2013
Job Financial Services Advisory at EY
Industry Financial Services
Experience
EY February 2013 - Present
UBS Investment Bank July 2010 - February 2013
UBS Investment Bank July 2008 - July 2010
Skills
Trading, Commodity, Investment Banking, Middle Office, Derivatives, Fixed Income, Equity Derivatives, Financial Services, Equities, Bloomberg, Capital Markets, Options, Securities
Education
The University of Connecticut 2004 — 2008
Business Administration
EY February 2013 - Present
UBS Investment Bank July 2010 - February 2013
UBS Investment Bank July 2008 - July 2010
Skills
Trading, Commodity, Investment Banking, Middle Office, Derivatives, Fixed Income, Equity Derivatives, Financial Services, Equities, Bloomberg, Capital Markets, Options, Securities
Education
The University of Connecticut 2004 — 2008
Business Administration
Marko Nikolic Marko Nikolic's UBS Investment Bank Experience 2011 - 2012
Job Senior Associate at Southfield Capital
Industry Venture Capital & Private Equity
Experience
Southfield Capital 2015 - Present
Waterman Capital 2012 - 2015
UBS Investment Bank 2011 - 2012
Cameron Partners 2010 - 2011
Education
University of Canterbury 2006 — 2009
Bachelor's Degree, Finance, First Class Honours
Southfield Capital 2015 - Present
Waterman Capital 2012 - 2015
UBS Investment Bank 2011 - 2012
Cameron Partners 2010 - 2011
Education
University of Canterbury 2006 — 2009
Bachelor's Degree, Finance, First Class Honours
George Vickstrom's UBS Investment Bank Experience August 2012 - August 2013
Job Liquidity & Market Risk at Sumitomo Mitsui Banking Corporation
Industry Financial Services
Experience
Sumitomo Mitsui Banking Corporation December 2013 - Present
UBS Investment Bank August 2012 - August 2013
Annaly Capital Management June 2011 - August 2011
Skills
Financial Analysis, Market Research, Microsoft Excel, Strategic Planning, Financial Modeling, Bloomberg Terminal, Structured Products, Equity Valuation, Change Management, Offshoring, Indian Classical Music, Intangible Assets, Heavy Lifting, Investments, Corporate Finance, Investment Banking
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelor of Science in Business Administration, Finance
Sumitomo Mitsui Banking Corporation December 2013 - Present
UBS Investment Bank August 2012 - August 2013
Annaly Capital Management June 2011 - August 2011
Skills
Financial Analysis, Market Research, Microsoft Excel, Strategic Planning, Financial Modeling, Bloomberg Terminal, Structured Products, Equity Valuation, Change Management, Offshoring, Indian Classical Music, Intangible Assets, Heavy Lifting, Investments, Corporate Finance, Investment Banking
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelor of Science in Business Administration, Finance
Chris Karcher Chris Karcher's UBS Investment Bank Experience June 2005 - August 2005
Job Men's Collegiate Basketball Official (Division 3)
Industry Consumer Services
Experience
United States Postal Service May 2015 - Present
ECAC November 2008 - Present
IAABO November 2005 - Present
Next Generation Vending and Food Service September 2008 - May 2014
University of Connecticut September 2005 - January 2008
UBS Investment Bank June 2005 - August 2005
Skills
Hard Worker, Dedicated, Leader, Coaching, PowerPoint, Microsoft Office, Leadership, Managed Hosting, Time Management, Access, Event Planning, Social Networking, Analysis, Microsoft Excel, Social Media, Training, Customer Service, Public Speaking, Teaching, Outlook, Fundraising, Event Management, Microsoft Word, Strategic Planning, Teamwork
Education
The University of Connecticut 2002 — 2011
Bachelor, General Studies
University of Connecticut 2002 — 2011
General Studies
United States Postal Service May 2015 - Present
ECAC November 2008 - Present
IAABO November 2005 - Present
Next Generation Vending and Food Service September 2008 - May 2014
University of Connecticut September 2005 - January 2008
UBS Investment Bank June 2005 - August 2005
Skills
Hard Worker, Dedicated, Leader, Coaching, PowerPoint, Microsoft Office, Leadership, Managed Hosting, Time Management, Access, Event Planning, Social Networking, Analysis, Microsoft Excel, Social Media, Training, Customer Service, Public Speaking, Teaching, Outlook, Fundraising, Event Management, Microsoft Word, Strategic Planning, Teamwork
Education
The University of Connecticut 2002 — 2011
Bachelor, General Studies
University of Connecticut 2002 — 2011
General Studies
Brian Scavone's UBS Investment Bank Experience July 2010 - Present
Job Financial Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank July 2010 - Present
UBS Investment Bank June 2008 - August 2008
Skills
Series 7
Education
University of Connecticut 2005 — 2009
Bachelor of Science in Business Administration, Finance
UBS Investment Bank July 2010 - Present
UBS Investment Bank June 2008 - August 2008
Skills
Series 7
Education
University of Connecticut 2005 — 2009
Bachelor of Science in Business Administration, Finance
Gaston Tessada's UBS Investment Bank Experience October 2007 - December 2007
Job Director of Business Development at Oasis of Hope Hospital
Industry Hospital & Health Care
Experience
Oasis of Hope Hospital February 2008 - Present
UBS Investment Bank October 2007 - December 2007
Skills
MBA, Corporate Finance, Financial Analysis, QuickBooks, FX trading, Marketing, Sales, Strategic Partnerships, Strategic Planning, Strategy, Business Development, Business Strategy, Marketing Strategy, Leadership, New Business Development, Customer Service, Management, Negotiation, Public Relations, Team Leadership
Education
Regent's University London 2007 — 2008
Master of Business Administration (MBA), International Business
University of California, Santa Barbara 2002 — 2003
Bachelor's degree, Socio-Economic Politics
Oasis of Hope Hospital February 2008 - Present
UBS Investment Bank October 2007 - December 2007
Skills
MBA, Corporate Finance, Financial Analysis, QuickBooks, FX trading, Marketing, Sales, Strategic Partnerships, Strategic Planning, Strategy, Business Development, Business Strategy, Marketing Strategy, Leadership, New Business Development, Customer Service, Management, Negotiation, Public Relations, Team Leadership
Education
Regent's University London 2007 — 2008
Master of Business Administration (MBA), International Business
University of California, Santa Barbara 2002 — 2003
Bachelor's degree, Socio-Economic Politics
Andrew Ruffles Andrew Ruffles's UBS Investment Bank Experience January 2002 - January 2007
Job Sales Force Effectiveness Manager
Industry Financial Services
Experience
GE Capital November 2010 - Present
GE Capital October 2008 - November 2010
RBS Greenwich Capital January 2007 - October 2008
UBS Investment Bank January 2002 - January 2007
Skills
Corporate Finance, Management, Financial Analysis, Business Analysis, Analysis, Data Analysis, Finance, Portfolio Management, Financial Modeling, Process Improvement, Strategy, Risk Management
Education
University of Connecticut 2005 — 2007
Master of Business Administration (M.B.A.), Finance, General
University of Connecticut 1994 — 1998
Bachelor of Science (B.S.), Finance, General
GE Capital November 2010 - Present
GE Capital October 2008 - November 2010
RBS Greenwich Capital January 2007 - October 2008
UBS Investment Bank January 2002 - January 2007
Skills
Corporate Finance, Management, Financial Analysis, Business Analysis, Analysis, Data Analysis, Finance, Portfolio Management, Financial Modeling, Process Improvement, Strategy, Risk Management
Education
University of Connecticut 2005 — 2007
Master of Business Administration (M.B.A.), Finance, General
University of Connecticut 1994 — 1998
Bachelor of Science (B.S.), Finance, General
Anne Masterson's UBS Investment Bank Experience January 2015 - Present
Job Sales Assistant at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank January 2015 - Present
UBS Investment Bank August 2013 - Present
Farrells Stout and Steak April 2010 - August 2013
UBS June 2012 - August 2012
Colts Neck Recreation and Camps June 2008 - August 2009
The Parker House May 2007 - August 2007
Skills
Public Speaking, Access, PowerPoint, Bloomberg, Economics, Microsoft Excel, Microsoft Office, Customer Service
Education
The University of Connecticut 2009 — 2013
Business, Finance
UBS Investment Bank January 2015 - Present
UBS Investment Bank August 2013 - Present
Farrells Stout and Steak April 2010 - August 2013
UBS June 2012 - August 2012
Colts Neck Recreation and Camps June 2008 - August 2009
The Parker House May 2007 - August 2007
Skills
Public Speaking, Access, PowerPoint, Bloomberg, Economics, Microsoft Excel, Microsoft Office, Customer Service
Education
The University of Connecticut 2009 — 2013
Business, Finance
Laura Sands Pennington Laura Sands Pennington's UBS Investment Bank Experience January 2004 - June 2004
Job Recruiting Specialist at Google, Inc.
Industry Staffing and Recruiting
Experience
Google January 2011 - Present
Google August 2009 - January 2011
The Blackstone Group July 2007 - December 2008
Google October 2006 - July 2007
Amaranth Group Inc. August 2005 - October 2006
Amaranth Group Inc. June 2004 - August 2005
UBS Investment Bank January 2004 - June 2004
Skills
Recruiting, Talent Acquisition
Education
University of Connecticut
Bachelor of Arts, English
Google January 2011 - Present
Google August 2009 - January 2011
The Blackstone Group July 2007 - December 2008
Google October 2006 - July 2007
Amaranth Group Inc. August 2005 - October 2006
Amaranth Group Inc. June 2004 - August 2005
UBS Investment Bank January 2004 - June 2004
Skills
Recruiting, Talent Acquisition
Education
University of Connecticut
Bachelor of Arts, English
Lee Grosse Lee Grosse's UBS Investment Bank Experience July 2009 - November 2011
Job Vice President at Lord Securities
Industry Capital Markets
Experience
Lord Securities July 2012 - Present
Louis Dreyfus Highbridge Energy 2011 - July 2012
UBS Investment Bank July 2009 - November 2011
PwC 2007 - 2009
KPMG 2004 - 2006
Skills
Financial Modeling, Investment Banking, Structured Finance, Portfolio Management, Capital Markets, Valuation, Investments, Equities
Education
Institute of Chartered Accountants In Australia
CA, Finance, Accounting, Strategy
University of Canberra
BA, Commerce in Accounting
Lord Securities July 2012 - Present
Louis Dreyfus Highbridge Energy 2011 - July 2012
UBS Investment Bank July 2009 - November 2011
PwC 2007 - 2009
KPMG 2004 - 2006
Skills
Financial Modeling, Investment Banking, Structured Finance, Portfolio Management, Capital Markets, Valuation, Investments, Equities
Education
Institute of Chartered Accountants In Australia
CA, Finance, Accounting, Strategy
University of Canberra
BA, Commerce in Accounting
Ben Salup Ben Salup's UBS Investment Bank Experience July 2013 - Present
Job Portfolio Trading Sales at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2013 - Present
UBS Investment Bank February 2011 - June 2013
UBS Investment Bank 2006 - 2011
Skills
Series 7, Series 63, CFA Level 2 Candidate, Equities, Options, Electronic Trading, Equity Derivatives, Trading Systems, Securities, Portfolio Management, Hedge Funds, Fixed Income, Bloomberg
Education
The University of Connecticut 2000 — 2004
BS, Finance
UBS Investment Bank July 2013 - Present
UBS Investment Bank February 2011 - June 2013
UBS Investment Bank 2006 - 2011
Skills
Series 7, Series 63, CFA Level 2 Candidate, Equities, Options, Electronic Trading, Equity Derivatives, Trading Systems, Securities, Portfolio Management, Hedge Funds, Fixed Income, Bloomberg
Education
The University of Connecticut 2000 — 2004
BS, Finance
Sarah Dlubac Sarah Dlubac's UBS Investment Bank Experience September 2010 - May 2012
Job HR Line Manager Advisor UBS Investment Bank
Industry Human Resources
Experience
UBS July 2013 - Present
UBS May 2012 - Present
UBS Investment Bank September 2010 - May 2012
Allegis Group December 2008 - September 2010
Allegis Group June 2008 - December 2008
Michael Page International June 2007 - May 2008
Hewitt Associates October 2005 - February 2007
Skills
Recruiting, Applicant Tracking..., Sourcing, Human Resources, Management, Event Planning, Credit Cards, Cold Calling, Banking, Talent Acquisition, Executive Search, Talent Management, Onboarding, Financial Services, Screening Resumes, Vendor Management, Temporary Placement, CRM, Performance Management, Organizational..., Change Management, Leadership, Capital Markets, Finance, Interviews
Education
The University of Connecticut 2001 — 2005
BA, Sociology
UBS July 2013 - Present
UBS May 2012 - Present
UBS Investment Bank September 2010 - May 2012
Allegis Group December 2008 - September 2010
Allegis Group June 2008 - December 2008
Michael Page International June 2007 - May 2008
Hewitt Associates October 2005 - February 2007
Skills
Recruiting, Applicant Tracking..., Sourcing, Human Resources, Management, Event Planning, Credit Cards, Cold Calling, Banking, Talent Acquisition, Executive Search, Talent Management, Onboarding, Financial Services, Screening Resumes, Vendor Management, Temporary Placement, CRM, Performance Management, Organizational..., Change Management, Leadership, Capital Markets, Finance, Interviews
Education
The University of Connecticut 2001 — 2005
BA, Sociology
Angelo Brigante's UBS Investment Bank Experience June 2010 - June 2011
Job Senior System Engineer at SIX Financial Information
Industry Financial Services
Experience
SIX Financial Information March 2015 - Present
SIX Financial Information June 2011 - March 2015
UBS Investment Bank June 2010 - June 2011
UBS Investment Bank August 2006 - November 2009
Cognitronics Corporation June 2001 - June 2006
Lucent Technologies July 2000 - June 2001
Skills
Unix, Perl, Linux, C, Networking, Unix Shell Scripting, Software Development, Technical Support, Disaster Recovery, Software Engineering, Solaris, System Architecture, Incident Management, Troubleshooting
Education
University of Connecticut 1993 — 2000
B.S.E., Computer Science and Engineering
SIX Financial Information March 2015 - Present
SIX Financial Information June 2011 - March 2015
UBS Investment Bank June 2010 - June 2011
UBS Investment Bank August 2006 - November 2009
Cognitronics Corporation June 2001 - June 2006
Lucent Technologies July 2000 - June 2001
Skills
Unix, Perl, Linux, C, Networking, Unix Shell Scripting, Software Development, Technical Support, Disaster Recovery, Software Engineering, Solaris, System Architecture, Incident Management, Troubleshooting
Education
University of Connecticut 1993 — 2000
B.S.E., Computer Science and Engineering
Chris McCafferty's UBS Investment Bank Experience September 1996 - September 2000
Job Experienced technology professional specialising in Big Data and Trading systems
Industry Information Technology and Services
Experience
SunGard Consulting December 2011 - Present
Barclays Capital September 2003 - April 2011
Dresdner Kleinwort 2002 - 2003
Credit Suisse September 2000 - July 2001
UBS Investment Bank September 1996 - September 2000
Skills
Financial Risk, Project Management, Business Analysis, Trading, Fixed Income, Credit Derivatives, Software Development, Investment Banking, Bonds, Financial Services, Program Management, Analytics, Trading Systems, Options, Commodity Markets, CRM, Derivatives, Management, SDLC
Education
University of Cambridge 1992 — 1996
MEng., Engneering
University of Cambridge
Master of Engineering (M.Eng.)
SunGard Consulting December 2011 - Present
Barclays Capital September 2003 - April 2011
Dresdner Kleinwort 2002 - 2003
Credit Suisse September 2000 - July 2001
UBS Investment Bank September 1996 - September 2000
Skills
Financial Risk, Project Management, Business Analysis, Trading, Fixed Income, Credit Derivatives, Software Development, Investment Banking, Bonds, Financial Services, Program Management, Analytics, Trading Systems, Options, Commodity Markets, CRM, Derivatives, Management, SDLC
Education
University of Cambridge 1992 — 1996
MEng., Engneering
University of Cambridge
Master of Engineering (M.Eng.)
Karen Tejeda's UBS Investment Bank Experience July 2011 - November 2012
Job Executive Assistant to Chief Human Resources Officer at XL Catlin
Industry Insurance
Experience
XL Catlin April 2014 - Present
UBS November 2012 - April 2014
UBS Investment Bank July 2011 - November 2012
PwC 2008 - 2011
Anheuser-Busch InBev 2005 - 2007
Heineken USA March 2004 - August 2005
Skills
Heavy Calendaring, Concur, T&E, Travel Planning, Global Travel Management, Event Management, Event Planning, Business Service..., Business Travel, CRM databases, Invoice Processing, Accurate Record Keeping, Work Under Minimal..., Pay Close Attention to..., Resourceful..., Adaptable to Changes, Great communications..., Enthusiasm to learn, Positive Can-do Attitude, Highly resourceful, Superior Work Ethic, Highly Reliable, Lotus Notes, Outlook, Calendars, Office Management
Education
The University of Connecticut 1999 — 2003
Bachelor of Science, Business Administration
XL Catlin April 2014 - Present
UBS November 2012 - April 2014
UBS Investment Bank July 2011 - November 2012
PwC 2008 - 2011
Anheuser-Busch InBev 2005 - 2007
Heineken USA March 2004 - August 2005
Skills
Heavy Calendaring, Concur, T&E, Travel Planning, Global Travel Management, Event Management, Event Planning, Business Service..., Business Travel, CRM databases, Invoice Processing, Accurate Record Keeping, Work Under Minimal..., Pay Close Attention to..., Resourceful..., Adaptable to Changes, Great communications..., Enthusiasm to learn, Positive Can-do Attitude, Highly resourceful, Superior Work Ethic, Highly Reliable, Lotus Notes, Outlook, Calendars, Office Management
Education
The University of Connecticut 1999 — 2003
Bachelor of Science, Business Administration
Cesar Palomeque's UBS Investment Bank Experience October 2012 - May 2015
Job Group Data Services at UBS Investment Bank
Industry Investment Banking
Experience
GE Asset Management May 2015 - Present
UBS Investment Bank October 2012 - May 2015
UBS Investment Bank July 2006 - October 2012
UBS Investment Bank September 2003 - June 2006
Skills
Bloomberg, Equities, Fixed Income, Prime Brokerage, Trading Systems, Trading, Options, Capital Markets, CRM, Electronic Trading, Derivatives, Portfolio Management, Financial Services, Market Data, Hedge Funds, FX Options
Education
The University of Connecticut 1996 — 2000
Bachelor of Arts, Latin American Studies
Universtiy of Connecticut 1996 — 2000
BA, Liberal Arst and Schience / Latin American Studies
Universidad
GE Asset Management May 2015 - Present
UBS Investment Bank October 2012 - May 2015
UBS Investment Bank July 2006 - October 2012
UBS Investment Bank September 2003 - June 2006
Skills
Bloomberg, Equities, Fixed Income, Prime Brokerage, Trading Systems, Trading, Options, Capital Markets, CRM, Electronic Trading, Derivatives, Portfolio Management, Financial Services, Market Data, Hedge Funds, FX Options
Education
The University of Connecticut 1996 — 2000
Bachelor of Arts, Latin American Studies
Universtiy of Connecticut 1996 — 2000
BA, Liberal Arst and Schience / Latin American Studies
Universidad
Marc Sileo's UBS Investment Bank Experience 2002 - 2006
Job Assistant Vice President at The Blackstone Group/GSO Capital Partners
Industry Investment Management
Experience
The Blackstone Group / GSO Capital Partners April 2013 - Present
Invesco Ltd. June 2012 - April 2013
Strategic Value Partners 2006 - May 2012
UBS Investment Bank 2002 - 2006
Stanfield Capital Partners 2000 - 2002
Skills
Hedge Funds, Loans, Derivatives, Investment Banking, Fixed Income, Capital Markets, Asset Management, Securities, Bonds, Middle Office, Structured Products, Equities, Bloomberg, Alternative Investments
Education
University of Connecticut 1993 — 1997
Economics
The Blackstone Group / GSO Capital Partners April 2013 - Present
Invesco Ltd. June 2012 - April 2013
Strategic Value Partners 2006 - May 2012
UBS Investment Bank 2002 - 2006
Stanfield Capital Partners 2000 - 2002
Skills
Hedge Funds, Loans, Derivatives, Investment Banking, Fixed Income, Capital Markets, Asset Management, Securities, Bonds, Middle Office, Structured Products, Equities, Bloomberg, Alternative Investments
Education
University of Connecticut 1993 — 1997
Economics
Adam Molina's UBS Investment Bank Experience 2006 - 2007
Job Director at Dillon Read Capital Management
Industry Capital Markets
Experience
Dillon Read Capital Management DirectorUBS2006 - 2007
UBS Investment Bank 2006 - 2007
Education
University of Dayton 1996 — 2000
Dillon Read Capital Management DirectorUBS2006 - 2007
UBS Investment Bank 2006 - 2007
Education
University of Dayton 1996 — 2000
Reagan Ammann's UBS Investment Bank Experience 2004 - 2009
Job CRO for Hedge Fund Specializing in Volatility Trading
Industry Investment Management
Experience
Gladius Capital Management LP 2009 - Present
UBS Investment Bank 2004 - 2009
UBS Investment Bank 2000 - 2004
Glenwood Capital Investments, LLC 1999 - 2000
Kaiser Permanente 1995 - 1998
Strategic Economic Decisions, Inc. 1993 - 1995
Education
The University of Chicago 1998 — 2000
MS, Financial Mathematics
University of Colorado Boulder 1988 — 1992
BS, Aerospace Engineering
Gladius Capital Management LP 2009 - Present
UBS Investment Bank 2004 - 2009
UBS Investment Bank 2000 - 2004
Glenwood Capital Investments, LLC 1999 - 2000
Kaiser Permanente 1995 - 1998
Strategic Economic Decisions, Inc. 1993 - 1995
Education
The University of Chicago 1998 — 2000
MS, Financial Mathematics
University of Colorado Boulder 1988 — 1992
BS, Aerospace Engineering
Tara Mangam, PHR's UBS Investment Bank Experience May 2006 - July 2007
Job Director, Campus Recruiting at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners August 2014 - Present
Deutsche Bank October 2009 - August 2014
Merrill Lynch July 2007 - March 2009
UBS Investment Bank May 2006 - July 2007
Brown Brothers Harriman September 2005 - June 2006
Putnam Investments December 2003 - August 2005
Education
University of Colorado Boulder 1997 — 2001
Guggenheim Partners August 2014 - Present
Deutsche Bank October 2009 - August 2014
Merrill Lynch July 2007 - March 2009
UBS Investment Bank May 2006 - July 2007
Brown Brothers Harriman September 2005 - June 2006
Putnam Investments December 2003 - August 2005
Education
University of Colorado Boulder 1997 — 2001
Aaron Morgan's UBS Investment Bank Experience July 2012 - Present
Job Principal Business Intelligence Consultant at IMGROUP
Industry Information Technology and Services
Experience
UBS Investment Bank July 2012 - Present
Information Management Group (IMGROUP) November 2008 - Present
Business & Decision November 2006 - November 2008
Mincom August 2005 - August 2006
Skills
Business Intelligence, Microsoft SQL Server, Data Warehousing, Business Objects, Microsoft .NET, .NET, ETL, OLAP, Dimensional Modeling, Data Modeling, Oracle, SSIS, SSRS, C#, Business Intelligence...
Education
University of Canterbury 2001 — 2004
Bachelor of Commerce, Computer Science
UBS Investment Bank July 2012 - Present
Information Management Group (IMGROUP) November 2008 - Present
Business & Decision November 2006 - November 2008
Mincom August 2005 - August 2006
Skills
Business Intelligence, Microsoft SQL Server, Data Warehousing, Business Objects, Microsoft .NET, .NET, ETL, OLAP, Dimensional Modeling, Data Modeling, Oracle, SSIS, SSRS, C#, Business Intelligence...
Education
University of Canterbury 2001 — 2004
Bachelor of Commerce, Computer Science
Alex Weil, CFA's UBS Investment Bank Experience September 2010 - September 2011
Job Strategy&
Industry Management Consulting
Experience
Strategy&, part of the PwC network January 2013 - Present
Lazard December 2011 - December 2012
UBS Investment Bank September 2010 - September 2011
Citigroup May 2004 - August 2010
GE Capital 2000 - 2004
William Blair 1998 - 2000
AAM Company 1995 - 1998
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Equities, Series 24, Series 7, Series 63, Chartered Financial..., Structured Finance, Mergers & Acquisitions, Financial Services, Portfolio Management, Banking, Capital Markets
Education
CFA Institute 1996 — 1998
CFA, CFA
University of Colorado Boulder 1990 — 1995
Bachelor, Finance
Strategy&, part of the PwC network January 2013 - Present
Lazard December 2011 - December 2012
UBS Investment Bank September 2010 - September 2011
Citigroup May 2004 - August 2010
GE Capital 2000 - 2004
William Blair 1998 - 2000
AAM Company 1995 - 1998
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Equities, Series 24, Series 7, Series 63, Chartered Financial..., Structured Finance, Mergers & Acquisitions, Financial Services, Portfolio Management, Banking, Capital Markets
Education
CFA Institute 1996 — 1998
CFA, CFA
University of Colorado Boulder 1990 — 1995
Bachelor, Finance
Cooper Porter's UBS Investment Bank Experience June 2005 - March 2013
Job Senior Software Engineer at Prediction Company
Industry Financial Services
Experience
Millennium Group March 2013 - Present
UBS July 2005 - March 2013
UBS Investment Bank June 2005 - March 2013
Prediction Company July 2005 - March 2008
Skills
Trading Systems, Sybase, SQL, Unix, Electronic Trading, Java, Software Development, Shell Scripting, Linux, Solaris, Unix Shell Scripting, Python, CVS, Market Data, Bash, C++, Algorithms, XML, Database Design, Distributed Systems, Oracle, Agile Methodologies, Software Engineering, Databases, Perl, System Architecture, Software Design, High Performance..., Operating Systems, Programming
Education
University of Colorado Boulder 2001 — 2005
Bachelor of Science (B.S.), Computer Science
University of Colorado at Boulder 2001 — 2005
Bachelor of Science (B.S.), Computer Science
Millennium Group March 2013 - Present
UBS July 2005 - March 2013
UBS Investment Bank June 2005 - March 2013
Prediction Company July 2005 - March 2008
Skills
Trading Systems, Sybase, SQL, Unix, Electronic Trading, Java, Software Development, Shell Scripting, Linux, Solaris, Unix Shell Scripting, Python, CVS, Market Data, Bash, C++, Algorithms, XML, Database Design, Distributed Systems, Oracle, Agile Methodologies, Software Engineering, Databases, Perl, System Architecture, Software Design, High Performance..., Operating Systems, Programming
Education
University of Colorado Boulder 2001 — 2005
Bachelor of Science (B.S.), Computer Science
University of Colorado at Boulder 2001 — 2005
Bachelor of Science (B.S.), Computer Science
Hilary Aleksa's UBS Investment Bank Experience Cash Managment AnalystUBS2003 - Present
Job Cash Management Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank Cash Managment AnalystUBS2003 - Present
Education
University of Colorado Boulder 1997 — 2002
UBS Investment Bank Cash Managment AnalystUBS2003 - Present
Education
University of Colorado Boulder 1997 — 2002
John Dalamagas's UBS Investment Bank Experience October 2007 - January 2012
Job
Industry Insurance
Experience
Travelers January 2012 - Present
UBS Investment Bank October 2007 - January 2012
United Healthcare July 2005 - October 2007
CIGNA Healthcare February 2003 - July 2005
Skills
Agile Methodologies, Agile, SDLC, Design Patterns, Insurance, Java Enterprise Edition, Java, UML, Project Management, Requirements Analysis, XML, Business Analysis, SQL, Spring, Investment Banking, JUnit, Software Development, Servlets, Unix, Struts, JSP, Hibernate, Web Services, JDBC, HTML, JavaScript, JMS, Databases, Subversion, J2EE, Websphere, VBA, Ant, Eclipse, DB2, Underwriting, Analysis, Training, Mentoring
Education
University of Connecticut 1990 — 1995
BS, Computer Science and Engineering
University of Connecticut 1990 — 1995
BS, Electrical Engineering
Travelers January 2012 - Present
UBS Investment Bank October 2007 - January 2012
United Healthcare July 2005 - October 2007
CIGNA Healthcare February 2003 - July 2005
Skills
Agile Methodologies, Agile, SDLC, Design Patterns, Insurance, Java Enterprise Edition, Java, UML, Project Management, Requirements Analysis, XML, Business Analysis, SQL, Spring, Investment Banking, JUnit, Software Development, Servlets, Unix, Struts, JSP, Hibernate, Web Services, JDBC, HTML, JavaScript, JMS, Databases, Subversion, J2EE, Websphere, VBA, Ant, Eclipse, DB2, Underwriting, Analysis, Training, Mentoring
Education
University of Connecticut 1990 — 1995
BS, Computer Science and Engineering
University of Connecticut 1990 — 1995
BS, Electrical Engineering
Janette McDonald's UBS Investment Bank Experience
Job Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank
Skills
Capital Markets, Hedge Funds, Prime Brokerage, Derivatives, Fixed Income, Investment Banking, Equity Derivatives, FX Options, Interest Rate..., Structured Finance, Structured Products, Swaps, Trading, Equities, Middle Office, Securities Lending, Options, Alternative Investments, Bloomberg, CDS, Bonds, Credit Derivatives
Education
University of Connecticut
UBS Investment Bank
Skills
Capital Markets, Hedge Funds, Prime Brokerage, Derivatives, Fixed Income, Investment Banking, Equity Derivatives, FX Options, Interest Rate..., Structured Finance, Structured Products, Swaps, Trading, Equities, Middle Office, Securities Lending, Options, Alternative Investments, Bloomberg, CDS, Bonds, Credit Derivatives
Education
University of Connecticut
Alex Zengin's UBS Investment Bank Experience 1999 - 2008
Job Head of IT, Chief HighFrequency/LowLatency Architect at
Industry Financial Services
Experience
SURFACExchange August 2009 - Present
REI Management Systems 2008 - Present
E-Pros IT Consulting 2000 - Present
Fleur Arts 1999 - Present
OpenLink Financial 2008 - 2009
UBS Investment Bank 1999 - 2008
AIG 1998 - 1999
Effron Enterprises 1997 - 1998
Skills
Trading Systems, SQL, Agile Methodologies, IT Strategy, Enterprise Architecture, Unix, Business Analysis, Software Development, SDLC, Electronic Trading, Software Project..., SOA, Scrum, Derivatives, Oracle, Disaster Recovery, ITIL, Java, Sybase, Architecture, Neural Networks, High Frequency Trading, Business Process..., IT Management, Market Data, Agile Project Management, C#, .NET, Microsoft SQL Server, Design Patterns, Data Warehousing, Enterprise Software, Architectures, Solution Architecture, UML, Requirements Analysis, Web Services, Solaris, Distributed Systems
Education
MSGA 1992 — 1996
Ph.D., Finance, Computer Science
University of Colorado at Boulder
SURFACExchange August 2009 - Present
REI Management Systems 2008 - Present
E-Pros IT Consulting 2000 - Present
Fleur Arts 1999 - Present
OpenLink Financial 2008 - 2009
UBS Investment Bank 1999 - 2008
AIG 1998 - 1999
Effron Enterprises 1997 - 1998
Skills
Trading Systems, SQL, Agile Methodologies, IT Strategy, Enterprise Architecture, Unix, Business Analysis, Software Development, SDLC, Electronic Trading, Software Project..., SOA, Scrum, Derivatives, Oracle, Disaster Recovery, ITIL, Java, Sybase, Architecture, Neural Networks, High Frequency Trading, Business Process..., IT Management, Market Data, Agile Project Management, C#, .NET, Microsoft SQL Server, Design Patterns, Data Warehousing, Enterprise Software, Architectures, Solution Architecture, UML, Requirements Analysis, Web Services, Solaris, Distributed Systems
Education
MSGA 1992 — 1996
Ph.D., Finance, Computer Science
University of Colorado at Boulder
Kari Williams's UBS Investment Bank Experience September 2003 - November 2007
Job IT Professional
Industry Information Technology and Services
Experience
Seismic October 2014 - Present
Deutsche Bank September 2012 - March 2014
Deutsche Bank August 2010 - September 2012
Deutsche Bank February 2010 - August 2010
Rowan Cassidy, LLC 2008 - January 2010
UBS Investment Bank September 2003 - November 2007
UBS Investment Bank November 2002 - September 2003
International Executive Service Corps August 1995 - March 1998
Skills
Trading Systems, Finance, Management, Project Delivery, Business Analysis, Business Process..., Project Portfolio..., Organizational..., Organizational Design, Organizational Structure, MS Project, User Acceptance Testing, Performance Testing, Key Performance..., User Experience, User Interface Design, User-centered Design, End User Training, SDLC, Integration, Project Management, Program Management, Risk Management, Strategy, Analysis
Education
The University of Connecticut 1990 — 1994
BA, Political Science, Russian and Eastern European Studies
University of Connecticut 1990 — 1994
MA, Political Science, Russian and Eastern European Studies
Seismic October 2014 - Present
Deutsche Bank September 2012 - March 2014
Deutsche Bank August 2010 - September 2012
Deutsche Bank February 2010 - August 2010
Rowan Cassidy, LLC 2008 - January 2010
UBS Investment Bank September 2003 - November 2007
UBS Investment Bank November 2002 - September 2003
International Executive Service Corps August 1995 - March 1998
Skills
Trading Systems, Finance, Management, Project Delivery, Business Analysis, Business Process..., Project Portfolio..., Organizational..., Organizational Design, Organizational Structure, MS Project, User Acceptance Testing, Performance Testing, Key Performance..., User Experience, User Interface Design, User-centered Design, End User Training, SDLC, Integration, Project Management, Program Management, Risk Management, Strategy, Analysis
Education
The University of Connecticut 1990 — 1994
BA, Political Science, Russian and Eastern European Studies
University of Connecticut 1990 — 1994
MA, Political Science, Russian and Eastern European Studies
Andrew Pacheco's UBS Investment Bank Experience 2005 - 2008
Job Natural Gas Trading/Scheduling
Industry Oil & Energy
Experience
Deustche Bank April 2008 - June 2010
UBS Investment Bank 2005 - 2008
Southern California Edison 2002 - 2005
Cook Inlet Energy, LLC 2001 - 2002
ONEOK 2000 - 2001
Barrett Resouces 1997 - 2000
Skills
Commodity Markets, Energy Markets, Hedging, Natural Gas, Commodity, Derivatives, Market Risk, Trading Systems, Energy Industry, Trading, Energy, Asset Management, Gas, Proprietary Trading, Endur, Options, Equity Trading, Volatility, Trading Strategies, Swaps, Electricity Markets, Investments, Valuation, Financial Structuring, Hedge Funds, Risk Management, Financial Modeling, FX Options, Financial Markets, Bloomberg, Portfolio Management, Foreign Exchange
Education
University of Colorado at Denver 1998 — 2000
Deustche Bank April 2008 - June 2010
UBS Investment Bank 2005 - 2008
Southern California Edison 2002 - 2005
Cook Inlet Energy, LLC 2001 - 2002
ONEOK 2000 - 2001
Barrett Resouces 1997 - 2000
Skills
Commodity Markets, Energy Markets, Hedging, Natural Gas, Commodity, Derivatives, Market Risk, Trading Systems, Energy Industry, Trading, Energy, Asset Management, Gas, Proprietary Trading, Endur, Options, Equity Trading, Volatility, Trading Strategies, Swaps, Electricity Markets, Investments, Valuation, Financial Structuring, Hedge Funds, Risk Management, Financial Modeling, FX Options, Financial Markets, Bloomberg, Portfolio Management, Foreign Exchange
Education
University of Colorado at Denver 1998 — 2000
Channing Creecy's UBS Investment Bank Experience July 2006 - May 2008
Job Web Based Commerce
Industry Financial Services
Experience
UBS Investment Bank July 2006 - May 2008
Education
University of Connecticut 2002 — 2006
UBS Investment Bank July 2006 - May 2008
Education
University of Connecticut 2002 — 2006
Ed Parcell's UBS Investment Bank Experience March 2011 - September 2011
Job Quantitative Developer at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group October 2014 - Present
AVM LP January 2012 - October 2014
Cobalt Quantware September 2009 - December 2011
UBS Investment Bank March 2011 - September 2011
Brevan Howard April 2008 - January 2009
Fitch Solutions January 2008 - March 2008
Derivative Fitch January 2007 - December 2007
Fitch Ratings August 2006 - December 2006
Reoch Credit Partners May 2005 - July 2006
Hewitt Associates September 2003 - April 2005
Skills
Fixed Income, Derivatives, Hedge Funds, FX Options, Investment Banking, Credit Derivatives, Interest Rate..., Trading Systems, Bloomberg, Capital Markets, Financial Modeling, Financial Markets, Quantitative Finance, Portfolio Management, Quantitative Investing
Education
University of Cambridge 1999 — 2002
Janus Capital Group October 2014 - Present
AVM LP January 2012 - October 2014
Cobalt Quantware September 2009 - December 2011
UBS Investment Bank March 2011 - September 2011
Brevan Howard April 2008 - January 2009
Fitch Solutions January 2008 - March 2008
Derivative Fitch January 2007 - December 2007
Fitch Ratings August 2006 - December 2006
Reoch Credit Partners May 2005 - July 2006
Hewitt Associates September 2003 - April 2005
Skills
Fixed Income, Derivatives, Hedge Funds, FX Options, Investment Banking, Credit Derivatives, Interest Rate..., Trading Systems, Bloomberg, Capital Markets, Financial Modeling, Financial Markets, Quantitative Finance, Portfolio Management, Quantitative Investing
Education
University of Cambridge 1999 — 2002
Matt Snyder's UBS Investment Bank Experience August 2006 - July 2007
Job Senior Business Analyst at AIG
Industry Financial Services
Experience
AIG September 2014 - Present
Neuberger Berman December 2013 - August 2014
Credit Suisse December 2012 - September 2013
Sapient Global Markets April 2012 - December 2012
MEAG-New York Corporation July 2007 - October 2011
UBS Investment Bank August 2006 - July 2007
UBS Investment Bank November 2004 - March 2006
John Hancock Advisers, LLC July 2000 - October 2004
Skills
Middle Office, Change Management, Fixed Income, Back Office, Process Improvement, Integration, Operational Efficiency, Bloomberg, Asset Management, Capital Markets, Business Analysis, Operations Management, Valuation, Securities, Derivatives, Settlement, Portfolio Management, Risk Management
Education
Boston University Graduate School of Management 2001 — 2003
Master, Business Administration; Finance
The University of Connecticut 1992 — 1996
BA, Speech Pathology
Holy Cross High School 1988 — 1992
Diploma
AIG September 2014 - Present
Neuberger Berman December 2013 - August 2014
Credit Suisse December 2012 - September 2013
Sapient Global Markets April 2012 - December 2012
MEAG-New York Corporation July 2007 - October 2011
UBS Investment Bank August 2006 - July 2007
UBS Investment Bank November 2004 - March 2006
John Hancock Advisers, LLC July 2000 - October 2004
Skills
Middle Office, Change Management, Fixed Income, Back Office, Process Improvement, Integration, Operational Efficiency, Bloomberg, Asset Management, Capital Markets, Business Analysis, Operations Management, Valuation, Securities, Derivatives, Settlement, Portfolio Management, Risk Management
Education
Boston University Graduate School of Management 2001 — 2003
Master, Business Administration; Finance
The University of Connecticut 1992 — 1996
BA, Speech Pathology
Holy Cross High School 1988 — 1992
Diploma
Jeff Canada's UBS Investment Bank Experience 2006 - 2007
Job Revenue Marketing and Marketo Expert at The Pedowitz Group
Industry Marketing and Advertising
Experience
The Pedowitz Group May 2014 - Present
MediaMath 2013 - 2014
Stylesight 2012 - 2013
ICIS 2011 - 2012
Medidata Solutions 2008 - 2011
Morgan Joseph 2008 - 2008
UBS Investment Bank 2006 - 2007
The Shand Group 2006 - 2006
FunSongs 2004 - 2005
Skills
Email Marketing, B2B, International Marketing, Event Marketing, Marketing Operations, Online Advertising, Advertising, Event Planning, Product Management, B2B Marketing, Integrated Marketing, International Business, Digital Marketing, SEM, Marketing Automation, Lead Generation, Marketo, Digital Media, Digital Strategy, Marketing Strategy, Marketing Communications, Global Marketing, Online Marketing, Lead Management, Content Marketing, Marketing, Multi-channel Marketing, CRM, Salesforce.com, Eloqua, PPC, SEO, Google Analytics, Google Adwords, Marketing Analytics, Market Research, Management, Social Innovation, Product Marketing, Analytics, Sales Enablement, Lead Scoring, Web Analytics, Direct Marketing, Webinars, Marketing Management, Customer Acquisition, Competitive Analysis, Campaign Management, Strategic Partnerships
Education
University of California, Santa Barbara 2002 — 2006
B.A., International/Global Studies, Italian Cultural Studies
The Pedowitz Group May 2014 - Present
MediaMath 2013 - 2014
Stylesight 2012 - 2013
ICIS 2011 - 2012
Medidata Solutions 2008 - 2011
Morgan Joseph 2008 - 2008
UBS Investment Bank 2006 - 2007
The Shand Group 2006 - 2006
FunSongs 2004 - 2005
Skills
Email Marketing, B2B, International Marketing, Event Marketing, Marketing Operations, Online Advertising, Advertising, Event Planning, Product Management, B2B Marketing, Integrated Marketing, International Business, Digital Marketing, SEM, Marketing Automation, Lead Generation, Marketo, Digital Media, Digital Strategy, Marketing Strategy, Marketing Communications, Global Marketing, Online Marketing, Lead Management, Content Marketing, Marketing, Multi-channel Marketing, CRM, Salesforce.com, Eloqua, PPC, SEO, Google Analytics, Google Adwords, Marketing Analytics, Market Research, Management, Social Innovation, Product Marketing, Analytics, Sales Enablement, Lead Scoring, Web Analytics, Direct Marketing, Webinars, Marketing Management, Customer Acquisition, Competitive Analysis, Campaign Management, Strategic Partnerships
Education
University of California, Santa Barbara 2002 — 2006
B.A., International/Global Studies, Italian Cultural Studies
Ray Wamser's UBS Investment Bank Experience September 2004 - April 2010
Job Associate Director at UBS
Industry Investment Banking
Experience
UBS May 2010 - Present
UBS Investment Bank September 2004 - April 2010
JP Morgan Chase January 2002 - August 2004
JPMorgan Chase May 1999 - January 2002
New York Board of Trade December 1992 - April 1999
Bridgewater Associates January 1985 - August 1992
Skills
Risk Management, Derivatives, Equities, Investment Banking, Fixed Income
Education
University of Connecticut 1982 — 1986
Bachelor of Arts, Economics
UBS May 2010 - Present
UBS Investment Bank September 2004 - April 2010
JP Morgan Chase January 2002 - August 2004
JPMorgan Chase May 1999 - January 2002
New York Board of Trade December 1992 - April 1999
Bridgewater Associates January 1985 - August 1992
Skills
Risk Management, Derivatives, Equities, Investment Banking, Fixed Income
Education
University of Connecticut 1982 — 1986
Bachelor of Arts, Economics
Joseph Dunham's UBS Investment Bank Experience 2001 - 2003
Job Financial Services Professional
Industry Financial Services
Experience
DBRS 2007 - 2008
Banc of America Securities 2003 - 2006
UBS Investment Bank 2001 - 2003
Education
University of Connecticut 1987 — 2000
DBRS 2007 - 2008
Banc of America Securities 2003 - 2006
UBS Investment Bank 2001 - 2003
Education
University of Connecticut 1987 — 2000
Gyna Uhrlass's UBS Investment Bank Experience June 2008 - October 2009
Job Model/Actress
Industry Entertainment
Experience
Independent February 2015 - Present
Alvarez & Marsal July 2012 - June 2013
Bridgewater Associates February 2012 - July 2012
Bridgewater Associates August 2011 - February 2012
Avon Products Inc. March 2010 - April 2011
UBS Investment Bank June 2008 - October 2009
CitationShares July 2007 - June 2008
Skills
Applicant Tracking..., Talent Acquisition, Onboarding, Recruiting, Human Resources, Sourcing, Talent Management, HRIS, Technical Recruiting, PeopleSoft, Taleo, New Hire Orientations, Microsoft Excel, CRM, Leadership, Management, Time Management
Education
On Going Acting Classes with Crystal Martinezz
On Camera Acting
The University of Connecticut
BS, Economics
University of Liverpool
Independent February 2015 - Present
Alvarez & Marsal July 2012 - June 2013
Bridgewater Associates February 2012 - July 2012
Bridgewater Associates August 2011 - February 2012
Avon Products Inc. March 2010 - April 2011
UBS Investment Bank June 2008 - October 2009
CitationShares July 2007 - June 2008
Skills
Applicant Tracking..., Talent Acquisition, Onboarding, Recruiting, Human Resources, Sourcing, Talent Management, HRIS, Technical Recruiting, PeopleSoft, Taleo, New Hire Orientations, Microsoft Excel, CRM, Leadership, Management, Time Management
Education
On Going Acting Classes with Crystal Martinezz
On Camera Acting
The University of Connecticut
BS, Economics
University of Liverpool
Danielle Westling's UBS Investment Bank Experience October 2012 - December 2013
Job Associate Director at UBS
Industry Human Resources
Experience
UBS Investment Bank October 2012 - December 2013
UBS August 2002 - July 2010
Gartner July 2000 - August 2002
Skills
Social Media, Marketing Communications, Project Management, Analytics, Digital Marketing, Vendor Management, Leadership, Strategy, Management, Business Analysis, Business Transformation, Human Resources, Data Analysis, Consulting, Management Consulting, Change Management, Program Management, Financial Services, Talent Management
Education
University of Connecticut 1997 — 2000
Lyme-Old Lyme High School 1991 — 1995
UBS Investment Bank October 2012 - December 2013
UBS August 2002 - July 2010
Gartner July 2000 - August 2002
Skills
Social Media, Marketing Communications, Project Management, Analytics, Digital Marketing, Vendor Management, Leadership, Strategy, Management, Business Analysis, Business Transformation, Human Resources, Data Analysis, Consulting, Management Consulting, Change Management, Program Management, Financial Services, Talent Management
Education
University of Connecticut 1997 — 2000
Lyme-Old Lyme High School 1991 — 1995
Christina Place's UBS Investment Bank Experience July 2004 - September 2013
Job Information Reporting/Withholding Specialist
Industry Investment Banking
Experience
UBS Investment Bank July 2004 - September 2013
UBS Investment Bank 2004 - 2012
Education
University of Connecticut
Bachelor of Science (BS)
UBS Investment Bank July 2004 - September 2013
UBS Investment Bank 2004 - 2012
Education
University of Connecticut
Bachelor of Science (BS)
James Chainey's UBS Investment Bank Experience April 2010 - July 2012
Job Software Development Engineer at Amazon
Industry Information Technology and Services
Experience
Amazon July 2012 - July 2015
UBS Investment Bank April 2010 - July 2012
Ness (Consulting at Standard & Poors) December 2006 - June 2010
University of California March 2003 - May 2006
Skills
Trading Systems, C#, Java, Big Data, Accounting, Supply Chain Management, Amazon Web Services..., Demand Forecasting, Transportation, SQL, Equity Derivatives, Unix, Derivatives, Trading, IT Management, Agile Methodologies, Algorithms, Outsourcing, Software Development, Distributed Systems, Perl, C++
Education
University of California, Santa Barbara 2002 — 2006
B.S, Computer Science
Monte Vista High School
Amazon July 2012 - July 2015
UBS Investment Bank April 2010 - July 2012
Ness (Consulting at Standard & Poors) December 2006 - June 2010
University of California March 2003 - May 2006
Skills
Trading Systems, C#, Java, Big Data, Accounting, Supply Chain Management, Amazon Web Services..., Demand Forecasting, Transportation, SQL, Equity Derivatives, Unix, Derivatives, Trading, IT Management, Agile Methodologies, Algorithms, Outsourcing, Software Development, Distributed Systems, Perl, C++
Education
University of California, Santa Barbara 2002 — 2006
B.S, Computer Science
Monte Vista High School
Kereena Blake's UBS Investment Bank Experience May 2001 - September 2003
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2005 - Present
CAI Managers & Co. LP September 2003 - February 2005
UBS Investment Bank May 2001 - September 2003
GE Capital December 1996 - November 1999
Skills
Equities, Project Management, Private Equity, Financial Reporting, Strategic Financial..., Management, Strategy, Business Intelligence, Fixed Income
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Connecticut
BS, Computer Science
JPMorgan Chase September 2005 - Present
CAI Managers & Co. LP September 2003 - February 2005
UBS Investment Bank May 2001 - September 2003
GE Capital December 1996 - November 1999
Skills
Equities, Project Management, Private Equity, Financial Reporting, Strategic Financial..., Management, Strategy, Business Intelligence, Fixed Income
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Connecticut
BS, Computer Science
Tim Everitt, CFA's UBS Investment Bank Experience September 2009 - September 2011
Job ...
Industry Financial Services
Experience
TruMid Financial February 2015 - Present
Nomura Securities October 2011 - January 2015
UBS Investment Bank September 2009 - September 2011
Wellington Management June 1995 - December 2008
Scudder Investments 1990 - 1995
Skills
Trading, Fixed Income, Credit Derivatives, Capital Markets, Credit, Valuation, Series 24, Series 7, CFA
Education
University of Colorado Boulder 1986 — 1990
B.A., Central and Eastern European Affairs
TruMid Financial February 2015 - Present
Nomura Securities October 2011 - January 2015
UBS Investment Bank September 2009 - September 2011
Wellington Management June 1995 - December 2008
Scudder Investments 1990 - 1995
Skills
Trading, Fixed Income, Credit Derivatives, Capital Markets, Credit, Valuation, Series 24, Series 7, CFA
Education
University of Colorado Boulder 1986 — 1990
B.A., Central and Eastern European Affairs
Jarred Marlin's UBS Investment Bank Experience June 2011 - June 2013
Job Director at Credit Suisse
Industry Capital Markets
Experience
Credit Suisse November 2014 - Present
Wells Fargo Securities June 2013 - June 2014
UBS Investment Bank June 2011 - June 2013
Barclays Capital September 2006 - June 2011
Redwood Trust March 2003 - September 2006
Skills
Capital Markets, Hedge Funds, Structured Finance, Investments, Due Diligence, Business Relationship..., Sales, Sales Management, Marketing Strategy, Marketing, Derivatives, Finance
Education
University of Colorado at Boulder 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
Credit Suisse November 2014 - Present
Wells Fargo Securities June 2013 - June 2014
UBS Investment Bank June 2011 - June 2013
Barclays Capital September 2006 - June 2011
Redwood Trust March 2003 - September 2006
Skills
Capital Markets, Hedge Funds, Structured Finance, Investments, Due Diligence, Business Relationship..., Sales, Sales Management, Marketing Strategy, Marketing, Derivatives, Finance
Education
University of Colorado at Boulder 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
Eric Adlard's UBS Investment Bank Experience September 2012 - Present
Job NA FX Product Controller
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
UBS Investment Bank September 2012 - Present
UBS Investment Bank August 2011 - August 2012
Catholic Health Partners June 2011 - August 2011
Hanley Group Derivatives Trading Center August 2010 - May 2011
Flyer Enterprises August 2009 - May 2011
Cincinnati Financial Corporation May 2010 - August 2010
Private Owner May 2009 - July 2009
Merrill Lynch February 2007 - August 2007
Skills
Marketing, Sales
Education
University of Dayton 2007 — 2011
School, Business Administration; Finance
J.P. Morgan July 2015 - Present
UBS Investment Bank September 2012 - Present
UBS Investment Bank August 2011 - August 2012
Catholic Health Partners June 2011 - August 2011
Hanley Group Derivatives Trading Center August 2010 - May 2011
Flyer Enterprises August 2009 - May 2011
Cincinnati Financial Corporation May 2010 - August 2010
Private Owner May 2009 - July 2009
Merrill Lynch February 2007 - August 2007
Skills
Marketing, Sales
Education
University of Dayton 2007 — 2011
School, Business Administration; Finance
Patrick Canavan's UBS Investment Bank Experience October 1997 - December 2014
Job Milestone Director
Industry Financial Services
Experience
Milestone May 2015 - Present
UBS Investment Bank October 1997 - December 2014
Deloitte & Touche LLP September 1990 - October 1997
Skills
Capital Markets, Investment Banking, Fixed Income, Derivatives, Equities
Education
University of Connecticut 1996 — 1998
MBA, Finance and Management
Saint John's University 1986 — 1990
BS, Accounting
Milestone May 2015 - Present
UBS Investment Bank October 1997 - December 2014
Deloitte & Touche LLP September 1990 - October 1997
Skills
Capital Markets, Investment Banking, Fixed Income, Derivatives, Equities
Education
University of Connecticut 1996 — 1998
MBA, Finance and Management
Saint John's University 1986 — 1990
BS, Accounting
Chris Tynan's UBS Investment Bank Experience September 2008 - November 2011
Job Quantitative Analyst at KCG Holdings, Inc.
Industry Computer Software
Experience
KCG Holdings, Inc. September 2014 - Present
Spotify November 2011 - July 2014
DataKind 2013 - 2013
UBS Investment Bank September 2008 - November 2011
Skills
R, Algorithms, Electronic Trading, Trading Systems, Java, Quantitative Analytics, Python, Big Data, SQL, Mathematics, Analytics, Hadoop, Microsoft Excel, Machine Learning, Business Intelligence
Education
University of Cambridge 2007 — 2008
Masters in Mathematics (M Math), Mathematics
University of Cambridge 2004 — 2007
BA, Mathematics
KCG Holdings, Inc. September 2014 - Present
Spotify November 2011 - July 2014
DataKind 2013 - 2013
UBS Investment Bank September 2008 - November 2011
Skills
R, Algorithms, Electronic Trading, Trading Systems, Java, Quantitative Analytics, Python, Big Data, SQL, Mathematics, Analytics, Hadoop, Microsoft Excel, Machine Learning, Business Intelligence
Education
University of Cambridge 2007 — 2008
Masters in Mathematics (M Math), Mathematics
University of Cambridge 2004 — 2007
BA, Mathematics
Richard Dineen's UBS Investment Bank Experience September 2014 - Present
Job Executive Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank September 2014 - Present
HSBC Securities October 2004 - July 2014
Education
University of Cambridge 1993 — 1996
BA (MA Cantab), English
UBS Investment Bank September 2014 - Present
HSBC Securities October 2004 - July 2014
Education
University of Cambridge 1993 — 1996
BA (MA Cantab), English
Annie Li Titus's UBS Investment Bank Experience 2006 - 2007
Job Contractor Management and Compliance Expert
Industry Information Technology and Services
Experience
ISNetworld 2013 - Present
ISNetworld 2012 - 2013
ISNetworld 2010 - 2012
ISNetworld 2009 - 2010
Key Equipment Finance 2008 - 2009
UBS Investment Bank 2006 - 2007
Bresnan Communications 2005 - 2006
Skills
Microsoft Excel, Microsoft Powerpoint, Outlook Express, Access & Graphics, Moody Financial Analyst, Salesforce, Webinars, Adobe Acrobat, Project Management, Account Management, Close Attention to..., Data Analysis, Business Development, Strategic Planning, Marketing, Salesforce.com, PowerPoint, Microsoft Office, Team Leadership, Microsoft Word, Sales, Customer Service, Leadership
Education
University of Colorado at Boulder 2005 — 2009
Bachelor of Business Adminstration, Finance
Central High School 2001 — 2005
High School Diploma
ISNetworld 2013 - Present
ISNetworld 2012 - 2013
ISNetworld 2010 - 2012
ISNetworld 2009 - 2010
Key Equipment Finance 2008 - 2009
UBS Investment Bank 2006 - 2007
Bresnan Communications 2005 - 2006
Skills
Microsoft Excel, Microsoft Powerpoint, Outlook Express, Access & Graphics, Moody Financial Analyst, Salesforce, Webinars, Adobe Acrobat, Project Management, Account Management, Close Attention to..., Data Analysis, Business Development, Strategic Planning, Marketing, Salesforce.com, PowerPoint, Microsoft Office, Team Leadership, Microsoft Word, Sales, Customer Service, Leadership
Education
University of Colorado at Boulder 2005 — 2009
Bachelor of Business Adminstration, Finance
Central High School 2001 — 2005
High School Diploma
Martin Haener's UBS Investment Bank Experience 2003 - April 2014
Job Director Senior Financial Professional
Industry Investment Banking
Experience
UBS Investment Bank 2003 - April 2014
UBS Investment Bank 1996 - 2003
SBC New York 1994 - 1996
SBC PHLX 1993 - 1994
SBC-O'C/SBC Basel 1991 - 1993
SBC Basel 1990 - 1991
Skills
Series 63, Structured Products, Fixed Income, Foreign Exchange, FX trading, Order Management, Exchange Traded..., Electronic Trading, EBS, FX Options, Options, Currency, Interest Rate..., Commodity, Alternative Investments, Middle Office, Capital Markets, Prime Brokerage, Credit Derivatives, Market Data, Trading Systems, Hedge Funds, Equity Derivatives, Investment Banking, Equities, Market Risk, Financial Markets, CDS, Emerging Markets, Trading, Swaps, Trading Strategies, High Yield, Bonds, Hedging, Derivatives, Proprietary Trading, Rates, Market Making, Bloomberg, Securities Lending, Financial Structuring, Quantitative Finance, Money Market, FX Trading
Education
University of Connecticut 2002 — 2003
Web Design
Business School Basel (KV Basel) 1987 — 1990
eidg.dipl.Bfm, Banking, Economics
UBS Investment Bank 2003 - April 2014
UBS Investment Bank 1996 - 2003
SBC New York 1994 - 1996
SBC PHLX 1993 - 1994
SBC-O'C/SBC Basel 1991 - 1993
SBC Basel 1990 - 1991
Skills
Series 63, Structured Products, Fixed Income, Foreign Exchange, FX trading, Order Management, Exchange Traded..., Electronic Trading, EBS, FX Options, Options, Currency, Interest Rate..., Commodity, Alternative Investments, Middle Office, Capital Markets, Prime Brokerage, Credit Derivatives, Market Data, Trading Systems, Hedge Funds, Equity Derivatives, Investment Banking, Equities, Market Risk, Financial Markets, CDS, Emerging Markets, Trading, Swaps, Trading Strategies, High Yield, Bonds, Hedging, Derivatives, Proprietary Trading, Rates, Market Making, Bloomberg, Securities Lending, Financial Structuring, Quantitative Finance, Money Market, FX Trading
Education
University of Connecticut 2002 — 2003
Web Design
Business School Basel (KV Basel) 1987 — 1990
eidg.dipl.Bfm, Banking, Economics
Sivakumar Govindasamy's UBS Investment Bank Experience February 2002 - April 2009
Job Senior Solution Architect at Scotiabank
Industry Information Technology and Services
Experience
Scotiabank July 2011 - Present
Scotiabank May 2009 - June 2011
UBS Investment Bank February 2002 - April 2009
Enron October 2000 - February 2002
Skills
Trading Systems, Agile Methodologies, ETRM, Commodity, CTRM, Offshore Solutions, DFA, Oracle, Commodity Markets, Trading, Scrum, Enterprise Software, Electronic Trading, Vendor Management, Integration, Energy
Education
The University of Connecticut 2003 — 2007
Master of Business Administration (MBA), Finance
University of Madras
Bachelor of Engineering (B.E.)
Scotiabank July 2011 - Present
Scotiabank May 2009 - June 2011
UBS Investment Bank February 2002 - April 2009
Enron October 2000 - February 2002
Skills
Trading Systems, Agile Methodologies, ETRM, Commodity, CTRM, Offshore Solutions, DFA, Oracle, Commodity Markets, Trading, Scrum, Enterprise Software, Electronic Trading, Vendor Management, Integration, Energy
Education
The University of Connecticut 2003 — 2007
Master of Business Administration (MBA), Finance
University of Madras
Bachelor of Engineering (B.E.)
Schuyler Berg's UBS Investment Bank Experience September 2005 - Present
Job US Equity Lead BSRC at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank September 2005 - Present
Skills
International Business, P&L, Business Process..., Strategic Planning, Change Management, Offshore Project..., Risk Management, Outsourcing Management, Internal Audit, External Audit, Budgeting, Cost Accounting, SOX, Process Improvement, Cost Analysis, Balance Sheet Review, Sarbanes-Oxley Act, Leadership, Fixed Income, Equities, Capital Markets, Budgets
Education
University of Cambridge 2004 — 2005
Certificate
University of California, Santa Cruz 2000 — 2004
BA
UBS Investment Bank September 2005 - Present
Skills
International Business, P&L, Business Process..., Strategic Planning, Change Management, Offshore Project..., Risk Management, Outsourcing Management, Internal Audit, External Audit, Budgeting, Cost Accounting, SOX, Process Improvement, Cost Analysis, Balance Sheet Review, Sarbanes-Oxley Act, Leadership, Fixed Income, Equities, Capital Markets, Budgets
Education
University of Cambridge 2004 — 2005
Certificate
University of California, Santa Cruz 2000 — 2004
BA
Agnieszka Visi's UBS Investment Bank Experience June 2010 - November 2010
Job Senior Analyst at McLagan
Industry Financial Services
Experience
McLagan February 2011 - Present
GCInfotech December 2010 - February 2011
UBS Investment Bank June 2010 - November 2010
UBS Investment Bank January 2006 - June 2010
Skills
Project Management, Business Analysis, Data Analysis, Data Quality, Data Modeling, Data Governance, Data Mining, Microsoft SQL Server, Microsoft Excel, Business Intelligence, Business Process..., Investment Banking, VBA, SDLC, Risk Management
Education
University of Connecticut
Bachelors of General Studies, Information Technology
McLagan February 2011 - Present
GCInfotech December 2010 - February 2011
UBS Investment Bank June 2010 - November 2010
UBS Investment Bank January 2006 - June 2010
Skills
Project Management, Business Analysis, Data Analysis, Data Quality, Data Modeling, Data Governance, Data Mining, Microsoft SQL Server, Microsoft Excel, Business Intelligence, Business Process..., Investment Banking, VBA, SDLC, Risk Management
Education
University of Connecticut
Bachelors of General Studies, Information Technology
Ronald Mainiero's UBS Investment Bank Experience January 2007 - May 2009
Job Investment Banking Professional
Industry Investment Banking
Experience
UBS Investment Bank January 2007 - May 2009
UBS Investment Bank January 2007 - January 2008
UBS Investment Bank July 2004 - January 2007
Education
University of Connecticut 2002 — 2003
B.S., Business & Technology
UBS Investment Bank January 2007 - May 2009
UBS Investment Bank January 2007 - January 2008
UBS Investment Bank July 2004 - January 2007
Education
University of Connecticut 2002 — 2003
B.S., Business & Technology
bernard leung's UBS Investment Bank Experience 1994 - 1998
Job senior trader at Noble Americas
Industry Oil & Energy
Experience
National Australia Bank August 2011 - January 2013
Noble Americas July 2007 - May 2011
Calyon 2006 - 2007
Statoil 1998 - 2005
UBS Investment Bank 1994 - 1998
amerada hess 1992 - 1993
gerald metals 1990 - 1992
Education
University of Connecticut 1996 — 1998
MBA, Finance
University of Connecticut 1989 — 1992
BA, Economics
National Australia Bank August 2011 - January 2013
Noble Americas July 2007 - May 2011
Calyon 2006 - 2007
Statoil 1998 - 2005
UBS Investment Bank 1994 - 1998
amerada hess 1992 - 1993
gerald metals 1990 - 1992
Education
University of Connecticut 1996 — 1998
MBA, Finance
University of Connecticut 1989 — 1992
BA, Economics
Jeffrey Zibluk's UBS Investment Bank Experience January 2009 - Present
Job Executive Director Global Manager for Equity Derivatives Middle Office Technology at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank January 2009 - Present
UBS Investment Bank January 2005 - December 2008
UBS Investment Bank January 2002 - January 2005
UBS Investment Bank September 1996 - January 2002
Skills
Investment Banking, Fixed Income, Derivatives, Equities, Capital Markets, Structured Products, Equity Derivatives, Prime Brokerage, Credit Derivatives, Trading Systems, Electronic Trading, Interest Rate..., Valuation, Middle Office, Emerging Markets, FX Options, Swaps
Education
The University of Connecticut 1990 — 1994
Bachelor of Science (BS), Engineering
UBS Investment Bank January 2009 - Present
UBS Investment Bank January 2005 - December 2008
UBS Investment Bank January 2002 - January 2005
UBS Investment Bank September 1996 - January 2002
Skills
Investment Banking, Fixed Income, Derivatives, Equities, Capital Markets, Structured Products, Equity Derivatives, Prime Brokerage, Credit Derivatives, Trading Systems, Electronic Trading, Interest Rate..., Valuation, Middle Office, Emerging Markets, FX Options, Swaps
Education
The University of Connecticut 1990 — 1994
Bachelor of Science (BS), Engineering
Anthony Nehme's UBS Investment Bank Experience March 2006 - May 2008
Job Senior QA at DTCC
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation May 2013 - Present
Nomura August 2010 - October 2012
Advent Software June 2008 - November 2009
UBS Investment Bank March 2006 - May 2008
DST International February 2005 - March 2006
Morgan Stanley May 2001 - February 2005
Terra Lycos July 1999 - May 2001
Deutsche Bank April 1999 - July 1999
Fidelity Investments June 1994 - April 1999
Skills
Custom UI Automation..., QuickTest Pro, SilkTest, Test life cycle
Education
University of Central Florida - College of Business Administration
MBA, Finance
University of Florida
ISE, System Engineering
The Depository Trust & Clearing Corporation May 2013 - Present
Nomura August 2010 - October 2012
Advent Software June 2008 - November 2009
UBS Investment Bank March 2006 - May 2008
DST International February 2005 - March 2006
Morgan Stanley May 2001 - February 2005
Terra Lycos July 1999 - May 2001
Deutsche Bank April 1999 - July 1999
Fidelity Investments June 1994 - April 1999
Skills
Custom UI Automation..., QuickTest Pro, SilkTest, Test life cycle
Education
University of Central Florida - College of Business Administration
MBA, Finance
University of Florida
ISE, System Engineering
Diana (Rios) Ruiz's UBS Investment Bank Experience August 2003 - September 2011
Job at
Industry Financial Services
Experience
RBS Markets and International Banking January 2014 - Present
Higgins Group August 2013 - Present
Revere Capital, LLC December 2012 - December 2012
UBS Investment Bank August 2003 - September 2011
Pursuit Partners January 2001 - July 2002
RBS Greenwich Capital August 1998 - January 2001
Gleacher Partners June 1998 - August 1998
Skills
Series 7, Series 63, Fixed Income, Asset Management
Education
Real Estate University 2013 — 2013
Real Estate Sales, Real Estate
The University of Connecticut 1986 — 2000
History
RBS Markets and International Banking January 2014 - Present
Higgins Group August 2013 - Present
Revere Capital, LLC December 2012 - December 2012
UBS Investment Bank August 2003 - September 2011
Pursuit Partners January 2001 - July 2002
RBS Greenwich Capital August 1998 - January 2001
Gleacher Partners June 1998 - August 1998
Skills
Series 7, Series 63, Fixed Income, Asset Management
Education
Real Estate University 2013 — 2013
Real Estate Sales, Real Estate
The University of Connecticut 1986 — 2000
History
Scott Vandersnow's UBS Investment Bank Experience February 1999 - March 2007
Job President of SnowPoint Capital
Industry Financial Services
Experience
SnowPoint Capital January 2014 - Present
The PrinceRidge Group September 2008 - October 2013
Dillon Read Capital Management February 1999 - March 2008
UBS Investment Bank February 1999 - March 2007
Skills
High Yield, Fixed Income, Credit, Credit Trading, Trading, Real Estate Financing, Commercial Real Estate
Education
The University of Connecticut 1993 — 1997
Finance and Marketing, Buisness and Finance
Bergen Catholic High School 1991 — 1993
SnowPoint Capital January 2014 - Present
The PrinceRidge Group September 2008 - October 2013
Dillon Read Capital Management February 1999 - March 2008
UBS Investment Bank February 1999 - March 2007
Skills
High Yield, Fixed Income, Credit, Credit Trading, Trading, Real Estate Financing, Commercial Real Estate
Education
The University of Connecticut 1993 — 1997
Finance and Marketing, Buisness and Finance
Bergen Catholic High School 1991 — 1993
Nerlande Lalanne's UBS Investment Bank Experience April 1998 - December 2007
Job Sr. Business Analyst Vice President at MultiTek LLC, an IT Project Management and Data Center Relocation Company
Industry Investment Banking
Experience
Multitek Systems LLC, an IT Project Managemnt May 2010 - Present
Credit Suisse June 2014 - December 2014
GLOBEOP FINANCIAL SERVICES February 2008 - April 2009
UBS Investment Bank April 1998 - December 2007
UBS Investment Bank April 1998 - July 2001
Skills
Hedge Funds, Asset Management, Equities, Options, Fixed Income, Alternative Investments, Derivatives, Portfolio Management, Capital Markets, Valuation, Credit Analysis, Credit, Banking, Visio, Experienced Business..., Trading Assistant, Operations Management, Bloomberg, Microsoft Excel, Equity Derivatives, Financial Reporting, Operational Risk, FX Options, Management, Equity Research, Trading Systems, Financial Analysis, Structured Products
Education
University of Connecticut-Stamford 2015 — 2017
Master of Business Administration (MBA), Accounting and Finance, 3.7
St. John's University 1995 — 1999
Bachelor of Science (B.S.), Finance and Financial Management Services, 3.0
Multitek Systems LLC, an IT Project Managemnt May 2010 - Present
Credit Suisse June 2014 - December 2014
GLOBEOP FINANCIAL SERVICES February 2008 - April 2009
UBS Investment Bank April 1998 - December 2007
UBS Investment Bank April 1998 - July 2001
Skills
Hedge Funds, Asset Management, Equities, Options, Fixed Income, Alternative Investments, Derivatives, Portfolio Management, Capital Markets, Valuation, Credit Analysis, Credit, Banking, Visio, Experienced Business..., Trading Assistant, Operations Management, Bloomberg, Microsoft Excel, Equity Derivatives, Financial Reporting, Operational Risk, FX Options, Management, Equity Research, Trading Systems, Financial Analysis, Structured Products
Education
University of Connecticut-Stamford 2015 — 2017
Master of Business Administration (MBA), Accounting and Finance, 3.7
St. John's University 1995 — 1999
Bachelor of Science (B.S.), Finance and Financial Management Services, 3.0
Robert Blanchard, CFA's UBS Investment Bank Experience 2004 - 2005
Job VP Prudential Annuities
Industry Insurance
Experience
Prudential Financial 2015 - Present
Aetna 2005 - 2014
UBS Investment Bank 2004 - 2005
Moody's Investors Service 2000 - 2004
Skills
Corporate Finance, Structured Finance, Derivatives, Investment Banking, Portfolio Management, Credit Risk, Reinsurance, Health Insurance, Insurance, Financial Risk, Risk Management, Financial Analysis, Finance, Financial Modeling, Capital Markets, Leadership, Analysis, Mergers, Investments, Management, Strategic Planning
Education
The University of Connecticut
Bachelor of Science (BS), Economics, Mathematics
Prudential Financial 2015 - Present
Aetna 2005 - 2014
UBS Investment Bank 2004 - 2005
Moody's Investors Service 2000 - 2004
Skills
Corporate Finance, Structured Finance, Derivatives, Investment Banking, Portfolio Management, Credit Risk, Reinsurance, Health Insurance, Insurance, Financial Risk, Risk Management, Financial Analysis, Finance, Financial Modeling, Capital Markets, Leadership, Analysis, Mergers, Investments, Management, Strategic Planning
Education
The University of Connecticut
Bachelor of Science (BS), Economics, Mathematics
Junau Boucard's UBS Investment Bank Experience August 2012 - September 2013
Job Investment Management Consultant at FactSet
Industry Computer Software
Experience
FactSet September 2013 - Present
UBS Investment Bank August 2012 - September 2013
IBM January 2012 - July 2012
UBS Investment Bank June 2011 - August 2011
TD Bank Group September 2010 - June 2011
Citi October 2004 - September 2010
Education
The University of Connecticut 2008 — 2011
Bachelor's of Science, Business & Technology
FactSet September 2013 - Present
UBS Investment Bank August 2012 - September 2013
IBM January 2012 - July 2012
UBS Investment Bank June 2011 - August 2011
TD Bank Group September 2010 - June 2011
Citi October 2004 - September 2010
Education
The University of Connecticut 2008 — 2011
Bachelor's of Science, Business & Technology
Kefing Kaba's UBS Investment Bank Experience November 2009 - September 2013
Job Investments Business Analyst
Industry Investment Banking
Experience
Genworth Financial September 2013 - Present
UBS Investment Bank November 2009 - September 2013
UBS Investment Bank July 2007 - October 2009
Citi June 2006 - June 2007
Skills
Fixed Income, Investment Banking, Derivatives, Equities, Microsoft Word, Vendor Management, Bloomberg, PowerPoint, Change Management, Reuters 3000, Microsoft Excel, Reference Data, Management, Risk Management, Business Analysis, Visio, Data Warehousing, Business Objects, Business Requirements, Requirements Gathering, JIRA, UAT Coordination, User Acceptance Testing, Insurance, Commercial Real Estate, Lean Six Sigma, Agile Methodologies, BlackRock Aladdin
Education
University of Derby 1999 — 2002
Bachelor of Arts (B.A.), Hospitality and Tourism Management - Major in Managerial and Financial Accounting
University of Connecticut
Master of Business Administration (MBA), Finance, General
Genworth Financial September 2013 - Present
UBS Investment Bank November 2009 - September 2013
UBS Investment Bank July 2007 - October 2009
Citi June 2006 - June 2007
Skills
Fixed Income, Investment Banking, Derivatives, Equities, Microsoft Word, Vendor Management, Bloomberg, PowerPoint, Change Management, Reuters 3000, Microsoft Excel, Reference Data, Management, Risk Management, Business Analysis, Visio, Data Warehousing, Business Objects, Business Requirements, Requirements Gathering, JIRA, UAT Coordination, User Acceptance Testing, Insurance, Commercial Real Estate, Lean Six Sigma, Agile Methodologies, BlackRock Aladdin
Education
University of Derby 1999 — 2002
Bachelor of Arts (B.A.), Hospitality and Tourism Management - Major in Managerial and Financial Accounting
University of Connecticut
Master of Business Administration (MBA), Finance, General
Kevin Kulak's UBS Investment Bank Experience June 2013 - March 2015
Job Managing Director at Growth Technology Partners
Industry Investment Banking
Experience
Growth Technology Partners May 2015 - Present
UBS Investment Bank June 2013 - March 2015
Houlihan Lokey May 2012 - April 2013
Illume Capital Management September 2009 - April 2012
Beowulf Energy March 2008 - August 2009
Amida Capital Management March 2007 - February 2008
JPMorgan Chase April 1994 - March 2007
Education
University of Pennsylvania - The Wharton School 1988 — 1990
Masters of Business Administration, Finance
The University of Connecticut 1981 — 1985
Bachelor of Science, Mechanical Engineering
Growth Technology Partners May 2015 - Present
UBS Investment Bank June 2013 - March 2015
Houlihan Lokey May 2012 - April 2013
Illume Capital Management September 2009 - April 2012
Beowulf Energy March 2008 - August 2009
Amida Capital Management March 2007 - February 2008
JPMorgan Chase April 1994 - March 2007
Education
University of Pennsylvania - The Wharton School 1988 — 1990
Masters of Business Administration, Finance
The University of Connecticut 1981 — 1985
Bachelor of Science, Mechanical Engineering
David Diaspro's UBS Investment Bank Experience November 2003 - January 2009
Job Director at UBS
Industry Financial Services
Experience
UBS February 2009 - Present
UBS Investment Bank November 2003 - January 2009
Ernst & Young September 1999 - October 2003
Skills
Financial Analysis, Financial Reporting, Strategic Financial..., Corporate Finance, Financial Modeling, Private Equity, Derivatives, Hedge Funds, Financial Services, Mergers & Acquisitions, Fixed Income, Analysis, Financial Risk, Management, Due Diligence, Business Analysis, Internal Audit, US GAAP, IFRS
Education
The University of Connecticut 1995 — 1999
BS, Accounting
UBS February 2009 - Present
UBS Investment Bank November 2003 - January 2009
Ernst & Young September 1999 - October 2003
Skills
Financial Analysis, Financial Reporting, Strategic Financial..., Corporate Finance, Financial Modeling, Private Equity, Derivatives, Hedge Funds, Financial Services, Mergers & Acquisitions, Fixed Income, Analysis, Financial Risk, Management, Due Diligence, Business Analysis, Internal Audit, US GAAP, IFRS
Education
The University of Connecticut 1995 — 1999
BS, Accounting
Carol Roncagliolo's UBS Investment Bank Experience August 2001 - July 2005
Job Profesional de Actividades bancarias
Industry Banking
Experience
Nitron International Corporation October 2012 - September 2014
DuPont July 2007 - July 2009
UBS Investment Bank August 2001 - July 2005
Education
The University of Connecticut
Nitron International Corporation October 2012 - September 2014
DuPont July 2007 - July 2009
UBS Investment Bank August 2001 - July 2005
Education
The University of Connecticut
James Dlubac's UBS Investment Bank Experience 2006 - June 2013
Job Software Developer at Yale EHS
Industry Higher Education
Experience
Yale University June 2013 - Present
UBS Investment Bank 2006 - June 2013
Hamilton Sundstrand 2004 - 2006
Skills
Web Development, .NET, Java, Flex, Windows, Unix, Perl, PHP, Powershell, WCF, WPF, C#, C++, JavaScript, SQL, ASP.NET MVC, AJAX, VBA, Fixed Income, Foreign Exchange, Business Analysis, Quality Assurance, Test Driven Development, Business Objects, Oracle, Microsoft SQL Server, Sybase, Content Management, Data Streaming, Credit Derivatives, T-SQL, Market Data, Interest Rate..., SDLC, Agile Methodologies, Electronic Trading, Low Latency, Unix Shell Scripting
Education
The University of Connecticut 2001 — 2005
Bachelor of Science (BS), Management Information Systems, General
Yale University June 2013 - Present
UBS Investment Bank 2006 - June 2013
Hamilton Sundstrand 2004 - 2006
Skills
Web Development, .NET, Java, Flex, Windows, Unix, Perl, PHP, Powershell, WCF, WPF, C#, C++, JavaScript, SQL, ASP.NET MVC, AJAX, VBA, Fixed Income, Foreign Exchange, Business Analysis, Quality Assurance, Test Driven Development, Business Objects, Oracle, Microsoft SQL Server, Sybase, Content Management, Data Streaming, Credit Derivatives, T-SQL, Market Data, Interest Rate..., SDLC, Agile Methodologies, Electronic Trading, Low Latency, Unix Shell Scripting
Education
The University of Connecticut 2001 — 2005
Bachelor of Science (BS), Management Information Systems, General
Matthew Blanz's UBS Investment Bank Experience December 2003 - May 2005
Job Portfolio Finance Trader at HBK Capital Management
Industry Investment Management
Experience
HBK Capital Management May 2005 - Present
UBS Investment Bank December 2003 - May 2005
ABN AMRO Bank N.V. June 2002 - December 2003
Prudential Financial October 1998 - June 2002
Skills
Series 7, Prime Brokerage, Series 63, Securities Lending, Finance
Education
University of Dayton 1994 — 1998
Bachelor's Degree
HBK Capital Management May 2005 - Present
UBS Investment Bank December 2003 - May 2005
ABN AMRO Bank N.V. June 2002 - December 2003
Prudential Financial October 1998 - June 2002
Skills
Series 7, Prime Brokerage, Series 63, Securities Lending, Finance
Education
University of Dayton 1994 — 1998
Bachelor's Degree
Sandip Sharma's UBS Investment Bank Experience February 2011 - October 2013
Job Cash Equity/Derivatives Trade Support Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank February 2011 - October 2013
UBS Investment Bank May 2007 - February 2011
UBS Investment Bank January 2004 - May 2007
Skills
Banking, Derivatives, Fixed Income, Management, Trading, Equities, Middle Office, Options, Risk Management, Financial Risk, Settlement
Education
University of Connecticut 1999 — 2003
Bachelor of Science (BS), Finance, General
UBS Investment Bank February 2011 - October 2013
UBS Investment Bank May 2007 - February 2011
UBS Investment Bank January 2004 - May 2007
Skills
Banking, Derivatives, Fixed Income, Management, Trading, Equities, Middle Office, Options, Risk Management, Financial Risk, Settlement
Education
University of Connecticut 1999 — 2003
Bachelor of Science (BS), Finance, General