UBS Investment Bank
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UBS Investment Bank Employees
Employee
Years
Job
Industry
Brian Mulvihill, CPA Brian Mulvihill, CPA's UBS Investment Bank Experience July 2014 - June 2015
Job Associate Analyst at Point72 Asset Management
Industry Investment Management
Experience
Point72 Asset Management August 2015 - Present
UBS Investment Bank July 2014 - June 2015
UBS Investment Bank June 2013 - August 2013
Skills
Financial Modeling, Microsoft Excel, Bloomberg, Capital IQ, Investment Banking, Corporate Finance
Education
University of Illinois at Urbana-Champaign - College of Business 2013 — 2014
Master of Accounting Science (MAS), 4.0
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelor of Science in Accountancy, James Scholar Honors Program
University of Illinois at Urbana-Champaign
Point72 Asset Management August 2015 - Present
UBS Investment Bank July 2014 - June 2015
UBS Investment Bank June 2013 - August 2013
Skills
Financial Modeling, Microsoft Excel, Bloomberg, Capital IQ, Investment Banking, Corporate Finance
Education
University of Illinois at Urbana-Champaign - College of Business 2013 — 2014
Master of Accounting Science (MAS), 4.0
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelor of Science in Accountancy, James Scholar Honors Program
University of Illinois at Urbana-Champaign
Courtney Hoyes's UBS Investment Bank Experience March 2012 - January 2013
Job Foreign Exchange Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Looney's Pub September 2011 - June 2014
Morgan Stanley Wealth Management April 2013 - August 2013
UBS Investment Bank March 2012 - January 2013
Nanny in Davidsonville,MD April 2011 - August 2012
Maryland United Lacrosse Club May 2009 - December 2011
Skills
Excel, Word, Microsoft Office, PowerPoint, Microsoft Word, Facebook, Access, Customer Service, Data Analysis, Microsoft Excel, Outlook, Coaching, Financial Analysis, Social Media, Social Networking, Event Planning, Fundraising, Marketing, Social Media Marketing, Finance, Time Management, Event Management, Team Leadership, Analysis, Teamwork, Leadership, Research
Education
University of Maryland College Park 2011 — 2014
Bachelor of Behavioral and Social Sciences, Criminology
University of Florida 2010 — 2011
Archbishop Spalding High School 2006 — 2010
Morgan Stanley June 2014 - Present
Looney's Pub September 2011 - June 2014
Morgan Stanley Wealth Management April 2013 - August 2013
UBS Investment Bank March 2012 - January 2013
Nanny in Davidsonville,MD April 2011 - August 2012
Maryland United Lacrosse Club May 2009 - December 2011
Skills
Excel, Word, Microsoft Office, PowerPoint, Microsoft Word, Facebook, Access, Customer Service, Data Analysis, Microsoft Excel, Outlook, Coaching, Financial Analysis, Social Media, Social Networking, Event Planning, Fundraising, Marketing, Social Media Marketing, Finance, Time Management, Event Management, Team Leadership, Analysis, Teamwork, Leadership, Research
Education
University of Maryland College Park 2011 — 2014
Bachelor of Behavioral and Social Sciences, Criminology
University of Florida 2010 — 2011
Archbishop Spalding High School 2006 — 2010
Joseph McManimon Joseph McManimon's UBS Investment Bank Experience June 2014 - Present
Job Investment Banking Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank June 2014 - Present
Raymond James & Associates, Inc. June 2013 - June 2014
Washington University in St. Louis August 2012 - May 2013
Cantor Fitzgerald June 2012 - August 2012
Bloomberg August 2011 - February 2012
Education
Washington University in St. Louis - Olin Business School 2012 — 2013
Master of Science (MS), Finance
University of Delaware 2007 — 2011
BS, Chemical Engineering
UBS Investment Bank June 2014 - Present
Raymond James & Associates, Inc. June 2013 - June 2014
Washington University in St. Louis August 2012 - May 2013
Cantor Fitzgerald June 2012 - August 2012
Bloomberg August 2011 - February 2012
Education
Washington University in St. Louis - Olin Business School 2012 — 2013
Master of Science (MS), Finance
University of Delaware 2007 — 2011
BS, Chemical Engineering
Ryan Domyancic, CFA Ryan Domyancic, CFA's UBS Investment Bank Experience June 2008 - August 2008
Job Equity Research Associate at William Blair and Company
Industry Financial Services
Experience
William Blair and Company August 2011 - Present
Houlihan Lokey July 2010 - August 2011
AirFinance Capital and Leasing June 2009 - August 2009
UBS Investment Bank June 2008 - August 2008
Prime International Trading June 2007 - August 2007
Accenture June 2006 - August 2006
Education
University of Iowa - Graduate College 2009 — 2010
Masters, Accounting
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
BBA, Finance, Accounting
Benet Academy 2001 — 2005
High School
William Blair and Company August 2011 - Present
Houlihan Lokey July 2010 - August 2011
AirFinance Capital and Leasing June 2009 - August 2009
UBS Investment Bank June 2008 - August 2008
Prime International Trading June 2007 - August 2007
Accenture June 2006 - August 2006
Education
University of Iowa - Graduate College 2009 — 2010
Masters, Accounting
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
BBA, Finance, Accounting
Benet Academy 2001 — 2005
High School
Akbar Dosani's UBS Investment Bank Experience January 2015 - Present
Job Energy and Natural Resources at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank January 2015 - Present
KPMG US April 2014 - December 2014
KPMG US January 2012 - March 2014
USC Center for Investment Studies September 2010 - December 2011
Holthouse Carlin & Van Trigt LLP June 2011 - August 2011
BBVA Compass January 2008 - October 2008
Skills
Financial Analysis, Accounting, Microsoft Excel, Microsoft Office, Due Diligence, Financial Reporting, Auditing, Tax, Management, Financial Accounting, PowerPoint, Internal Controls, Finance, Financial Modeling, QuickBooks, Microsoft Word, Valuation, GAAP, Data Analysis, Research, SEC filings, Technical Accounting..., US GAAP, Sarbanes-Oxley Act, Team Management, IFRS, Tax Accounting, Financial Transactions, Business Valuation, Sell Side, Buy Side, Energy, Industrials, Manufacturing, Transaction Advisory..., Financial Statements, Mergers & Acquisitions
Education
University of Southern California 2009 — 2011
Bachelor of Science, Accounting
University of Houston 2007 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Supply Chain Management
UBS Investment Bank January 2015 - Present
KPMG US April 2014 - December 2014
KPMG US January 2012 - March 2014
USC Center for Investment Studies September 2010 - December 2011
Holthouse Carlin & Van Trigt LLP June 2011 - August 2011
BBVA Compass January 2008 - October 2008
Skills
Financial Analysis, Accounting, Microsoft Excel, Microsoft Office, Due Diligence, Financial Reporting, Auditing, Tax, Management, Financial Accounting, PowerPoint, Internal Controls, Finance, Financial Modeling, QuickBooks, Microsoft Word, Valuation, GAAP, Data Analysis, Research, SEC filings, Technical Accounting..., US GAAP, Sarbanes-Oxley Act, Team Management, IFRS, Tax Accounting, Financial Transactions, Business Valuation, Sell Side, Buy Side, Energy, Industrials, Manufacturing, Transaction Advisory..., Financial Statements, Mergers & Acquisitions
Education
University of Southern California 2009 — 2011
Bachelor of Science, Accounting
University of Houston 2007 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Supply Chain Management
Jennifer Carbonara Jennifer Carbonara's UBS Investment Bank Experience May 2006 - November 2009
Job Assistant Vice President, Senior Operations Specialist Derivatives at Bank of America
Industry Financial Services
Experience
Bank of America December 2013 - Present
Mary Kay Independent Business Owner April 2009 - Present
Bank of America (Axelon Services Corporation) June 2013 - December 2013
Harris Associates L.P. January 2013 - March 2013
Knight Futures a Division of Knight Capital Americas LLC July 2012 - October 2012
Mercer February 2012 - July 2012
MF Global Holdings USA Inc November 2009 - November 2011
UBS Investment Bank May 2006 - November 2009
UBS Investment Bank May 2004 - April 2006
UBS Investment Bank (CoreStaff) January 1999 - January 2002
Skills
FX, Derivatives, Outlook, Excel, Word, Direct Sales, Home Based Business, Gifts, Fundraising, Gift Baskets, Makeovers, Facials, Parties, Relay for Life, GMI, Microsoft Office, Microsoft Excel, FX Options, Microsoft Word, Equities, Risk Management, Financial Analysis, Commodity, Trading, Options, Marketing, Bloomberg, Negotiation, Community Networking, Donor Solicitation, Building Community..., Volunteer Recruiting
Education
University of Illinois at Chicago 2000 — 2005
Bachelor of Science, Finance
University of Illinois at Chicago
Finance, Finance, General
Bank of America December 2013 - Present
Mary Kay Independent Business Owner April 2009 - Present
Bank of America (Axelon Services Corporation) June 2013 - December 2013
Harris Associates L.P. January 2013 - March 2013
Knight Futures a Division of Knight Capital Americas LLC July 2012 - October 2012
Mercer February 2012 - July 2012
MF Global Holdings USA Inc November 2009 - November 2011
UBS Investment Bank May 2006 - November 2009
UBS Investment Bank May 2004 - April 2006
UBS Investment Bank (CoreStaff) January 1999 - January 2002
Skills
FX, Derivatives, Outlook, Excel, Word, Direct Sales, Home Based Business, Gifts, Fundraising, Gift Baskets, Makeovers, Facials, Parties, Relay for Life, GMI, Microsoft Office, Microsoft Excel, FX Options, Microsoft Word, Equities, Risk Management, Financial Analysis, Commodity, Trading, Options, Marketing, Bloomberg, Negotiation, Community Networking, Donor Solicitation, Building Community..., Volunteer Recruiting
Education
University of Illinois at Chicago 2000 — 2005
Bachelor of Science, Finance
University of Illinois at Chicago
Finance, Finance, General
Gaurav Purandare Gaurav Purandare's UBS Investment Bank Experience 2013 - Present
Job Developer
Industry Investment Banking
Experience
UBS Investment Bank 2013 - Present
University of Illinois at Chicago May 2012 - May 2013
Amdocs June 2010 - July 2011
Infosys Technologies Ltd August 2009 - May 2010
Skills
Java, JSP, C++, C, SQL, Unix, Oracle, Eclipse, Java Enterprise Edition, JavaScript, XML, Servlets, PL/SQL, MySQL, ASP.NET, Compilers, PHP, DB2, Struts
Education
University of Illinois at Chicago 2011 — 2013
Master's degree, Computer Science
University of Pune 2005 — 2009
BE, Information Technology
UBS Investment Bank 2013 - Present
University of Illinois at Chicago May 2012 - May 2013
Amdocs June 2010 - July 2011
Infosys Technologies Ltd August 2009 - May 2010
Skills
Java, JSP, C++, C, SQL, Unix, Oracle, Eclipse, Java Enterprise Edition, JavaScript, XML, Servlets, PL/SQL, MySQL, ASP.NET, Compilers, PHP, DB2, Struts
Education
University of Illinois at Chicago 2011 — 2013
Master's degree, Computer Science
University of Pune 2005 — 2009
BE, Information Technology
Ronnie Ng's UBS Investment Bank Experience April 2006 - November 2012
Job Vice President, Fixed Income TCW
Industry Investment Management
Experience
Trust Company of the West October 2013 - Present
UBS Investment Bank April 2006 - November 2012
Deutsche Bank May 2004 - March 2006
Houlihan Lokey March 2003 - April 2004
Arthur Andersen LLP July 2001 - May 2002
Skills
Investment Banking, Financial Modeling, Leveraged Finance, Equities, LBO, Capital Structure, M&A experience, Valuation, Corporate Finance, Business Valuation, Private Placements, Financial Analysis, High Yield Bonds, Private Equity, Mergers & Acquisitions, Asset Management, Fixed Income, Credit Analysis, DCF, Financial Structuring, Due Diligence
Education
University of Illinois at Urbana-Champaign 1997 — 2001
BS, Finance
Arcadia High School 1994 — 1997
Trust Company of the West October 2013 - Present
UBS Investment Bank April 2006 - November 2012
Deutsche Bank May 2004 - March 2006
Houlihan Lokey March 2003 - April 2004
Arthur Andersen LLP July 2001 - May 2002
Skills
Investment Banking, Financial Modeling, Leveraged Finance, Equities, LBO, Capital Structure, M&A experience, Valuation, Corporate Finance, Business Valuation, Private Placements, Financial Analysis, High Yield Bonds, Private Equity, Mergers & Acquisitions, Asset Management, Fixed Income, Credit Analysis, DCF, Financial Structuring, Due Diligence
Education
University of Illinois at Urbana-Champaign 1997 — 2001
BS, Finance
Arcadia High School 1994 — 1997
Declan Berndt Declan Berndt's UBS Investment Bank Experience March 2015 - June 2015
Job Middle Office Trade Control Analyst Markets at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch June 2015 - Present
UBS Investment Bank March 2015 - June 2015
Standard Bank Group November 2013 - July 2014
Standard Bank Group December 2012 - October 2013
Investec March 2012 - December 2012
Absa January 2011 - December 2011
Skills
Derivative Operations, Credit Derivatives, Exotic Derivatives, Exchange Traded..., Microsoft Excel, DTCC, Sungard Front Arena..., Murex EQD, Murex IRD, Euroclear, Euclid, Data Analysis, SWIFT messaging, Business Objects, Business Intelligence, Microsoft CRM, SAP, Global One
Education
University of Johannesburg 2010 — 2010
Postgraduate Honours - Investment Management, Investment Management
University of Johannesburg 2007 — 2009
Bachelors of Commerce, Finance
St Davids Marist Inanda 1993 — 2005
Bank of America Merrill Lynch June 2015 - Present
UBS Investment Bank March 2015 - June 2015
Standard Bank Group November 2013 - July 2014
Standard Bank Group December 2012 - October 2013
Investec March 2012 - December 2012
Absa January 2011 - December 2011
Skills
Derivative Operations, Credit Derivatives, Exotic Derivatives, Exchange Traded..., Microsoft Excel, DTCC, Sungard Front Arena..., Murex EQD, Murex IRD, Euroclear, Euclid, Data Analysis, SWIFT messaging, Business Objects, Business Intelligence, Microsoft CRM, SAP, Global One
Education
University of Johannesburg 2010 — 2010
Postgraduate Honours - Investment Management, Investment Management
University of Johannesburg 2007 — 2009
Bachelors of Commerce, Finance
St Davids Marist Inanda 1993 — 2005
Jason Brand's UBS Investment Bank Experience November 2011 - October 2013
Job VP, Structured Products at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan October 2013 - Present
UBS Investment Bank November 2011 - October 2013
KPMG December 2010 - November 2011
BDO USA, LLP October 2008 - December 2010
Skills
Valuation, Investments, Private Equity, Risk Management, Investment Management, Structured Products, Financial Modeling, Credit Analysis
Education
University of Delaware - Lerner College of Business and Economics
Bachelors of Science
J.P. Morgan October 2013 - Present
UBS Investment Bank November 2011 - October 2013
KPMG December 2010 - November 2011
BDO USA, LLP October 2008 - December 2010
Skills
Valuation, Investments, Private Equity, Risk Management, Investment Management, Structured Products, Financial Modeling, Credit Analysis
Education
University of Delaware - Lerner College of Business and Economics
Bachelors of Science
David Conte David Conte's UBS Investment Bank Experience May 2007 - December 2008
Job Sales Representative at Fedway Associates
Industry Sports
Experience
Fedway Associates September 2013 - Present
Fedway Associates October 2012 - September 2013
J. Fletcher Creamer & Son June 2012 - November 2012
KPMG May 2011 - August 2011
UBS Investment Bank May 2007 - December 2008
Skills
Team Building, Sales, Creativity, Motivation, Marketing
Education
University of Delaware 2008 — 2012
Bachelor, Organizational and Community Leadership
Don Bosco Prep 2004 — 2007
Fedway Associates September 2013 - Present
Fedway Associates October 2012 - September 2013
J. Fletcher Creamer & Son June 2012 - November 2012
KPMG May 2011 - August 2011
UBS Investment Bank May 2007 - December 2008
Skills
Team Building, Sales, Creativity, Motivation, Marketing
Education
University of Delaware 2008 — 2012
Bachelor, Organizational and Community Leadership
Don Bosco Prep 2004 — 2007
Virginia Thompson Virginia Thompson's UBS Investment Bank Experience September 2007 - Present
Job Associate Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank September 2007 - Present
UBS Investment Bank September 2006 - September 2007
Skills
Foreign Exchange, Account Management, Prime Brokerage, Process Improvement, FX Options, Investment Banking, Derivatives, Trading Systems, Hedge Funds, Electronic Trading, Options, Financial Markets, Swaps, Trading, Middle Office, Operational Risk, Settlement, FX Trading, Back Office, Financial Risk, Risk Management
Education
University of Florida
Bachelor of Arts (BA), English Language and Literature, Business Minor
Lyman High School
UBS Investment Bank September 2007 - Present
UBS Investment Bank September 2006 - September 2007
Skills
Foreign Exchange, Account Management, Prime Brokerage, Process Improvement, FX Options, Investment Banking, Derivatives, Trading Systems, Hedge Funds, Electronic Trading, Options, Financial Markets, Swaps, Trading, Middle Office, Operational Risk, Settlement, FX Trading, Back Office, Financial Risk, Risk Management
Education
University of Florida
Bachelor of Arts (BA), English Language and Literature, Business Minor
Lyman High School
karthik elango karthik elango's UBS Investment Bank Experience September 2007 - April 2010
Job Front Office Support at Standard Chartered Bank
Industry Investment Banking
Experience
Standard Chartered Bank January 2012 - Present
Barclays Capital April 2010 - January 2012
UBS Investment Bank September 2007 - April 2010
Education
University of Delaware 2004 — 2006
MS, Computer Science
University of Madras 2000 — 2004
BE, Computer Science
Standard Chartered Bank January 2012 - Present
Barclays Capital April 2010 - January 2012
UBS Investment Bank September 2007 - April 2010
Education
University of Delaware 2004 — 2006
MS, Computer Science
University of Madras 2000 — 2004
BE, Computer Science
Oliver Nodjoumi's UBS Investment Bank Experience July 2007 - February 2009
Job Vice President of Client Services at ICC Logistics Services, Inc.
Industry Logistics and Supply Chain
Experience
ICC Logistics Services, Inc. April 2014 - Present
Brown & Brown February 2011 - April 2014
Frank Crystal & Company March 2009 - March 2011
UBS Investment Bank July 2007 - February 2009
Skills
Insurance, Microsoft Office, Property & Casualty..., Risk Management, New Business Development, Management, Account Management, Leadership, Transportation, Pricing, Process Improvement, Customer Service, Logistics, Marketing Strategy, Sales
Education
University of Hartford 2003 — 2007
Bachelor of Science, Finance & Insurance
UNSW Australia 2006 — 2006
Finance
Paul D. Schreiber High School
ICC Logistics Services, Inc. April 2014 - Present
Brown & Brown February 2011 - April 2014
Frank Crystal & Company March 2009 - March 2011
UBS Investment Bank July 2007 - February 2009
Skills
Insurance, Microsoft Office, Property & Casualty..., Risk Management, New Business Development, Management, Account Management, Leadership, Transportation, Pricing, Process Improvement, Customer Service, Logistics, Marketing Strategy, Sales
Education
University of Hartford 2003 — 2007
Bachelor of Science, Finance & Insurance
UNSW Australia 2006 — 2006
Finance
Paul D. Schreiber High School
Daniel Olsen Daniel Olsen's UBS Investment Bank Experience August 2012 - Present
Job Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank August 2012 - Present
UBS Investment Bank May 2006 - August 2012
Education
University of Florida - Warrington College of Business Administration 2004 — 2007
BS, Finance
UBS Investment Bank August 2012 - Present
UBS Investment Bank May 2006 - August 2012
Education
University of Florida - Warrington College of Business Administration 2004 — 2007
BS, Finance
Marty Bredehoft Marty Bredehoft's UBS Investment Bank Experience 1997 - 2001
Job Assistant Treasurer
Industry Oil & Energy
Experience
Mercuria Energy America, Inc September 2014 - Present
Spark Energy December 2011 - September 2014
Synagro (a Carlyle owned company) January 2011 - December 2011
Dynegy November 2007 - January 2011
Pioneer Americas February 2006 - October 2007
Hewitt Associates 2004 - 2006
Houston Firefighters' Relief and Retirement Fund 2001 - 2004
UBS Investment Bank 1997 - 2001
Skills
Financial Analysis, Financial Reporting, Forecasting, Financial Modeling, Risk Management, Budgets, Accounting, Commodity Markets, General Ledger, Process Improvement, Sarbanes-Oxley Act, Mergers, Hedging, Finance, Analysis, Series 7, Series 63, Corporate Finance, Liquidity Management, Liquidity Risk, Commodity, Accounts Payable, Access, Variance Analysis, Trading, Valuation, Investments, Internal Controls, Account Reconciliation, Auditing, Accounts Receivable, Treasury, Financial Risk, SEC filings, Derivatives, Due Diligence, Credit, SAP, Cash Management, Mergers & Acquisitions, Treasury Management, Cash Flow Forecasting, Project Finance, Business Valuation, Energy Markets, Strategic Financial..., Fixed Income, Credit Risk, Private Equity, Investor Relations
Education
University of Houston, C.T. Bauer College of Business
Bachelor of Science (BS), Finance
University of Houston-Clear Lake
Master of Science (MS), Finance, Finance, General
Mercuria Energy America, Inc September 2014 - Present
Spark Energy December 2011 - September 2014
Synagro (a Carlyle owned company) January 2011 - December 2011
Dynegy November 2007 - January 2011
Pioneer Americas February 2006 - October 2007
Hewitt Associates 2004 - 2006
Houston Firefighters' Relief and Retirement Fund 2001 - 2004
UBS Investment Bank 1997 - 2001
Skills
Financial Analysis, Financial Reporting, Forecasting, Financial Modeling, Risk Management, Budgets, Accounting, Commodity Markets, General Ledger, Process Improvement, Sarbanes-Oxley Act, Mergers, Hedging, Finance, Analysis, Series 7, Series 63, Corporate Finance, Liquidity Management, Liquidity Risk, Commodity, Accounts Payable, Access, Variance Analysis, Trading, Valuation, Investments, Internal Controls, Account Reconciliation, Auditing, Accounts Receivable, Treasury, Financial Risk, SEC filings, Derivatives, Due Diligence, Credit, SAP, Cash Management, Mergers & Acquisitions, Treasury Management, Cash Flow Forecasting, Project Finance, Business Valuation, Energy Markets, Strategic Financial..., Fixed Income, Credit Risk, Private Equity, Investor Relations
Education
University of Houston, C.T. Bauer College of Business
Bachelor of Science (BS), Finance
University of Houston-Clear Lake
Master of Science (MS), Finance, Finance, General
Desirée Castro's UBS Investment Bank Experience June 2008 - August 2008
Job Business Development and Account Management
Industry Leisure, Travel & Tourism
Experience
Hotel Connections May 2015 - Present
KANERAI October 2012 - June 2014
Ernst and Young May 2009 - October 2012
UBS Investment Bank June 2008 - August 2008
Education
University of Virginia 2009 — 2010
Master of Science (M.S.)
University of Florida - Warrington College Of Business 2004 — 2008
Bachelor of Science (B.S.)
Hotel Connections May 2015 - Present
KANERAI October 2012 - June 2014
Ernst and Young May 2009 - October 2012
UBS Investment Bank June 2008 - August 2008
Education
University of Virginia 2009 — 2010
Master of Science (M.S.)
University of Florida - Warrington College Of Business 2004 — 2008
Bachelor of Science (B.S.)
Eza Dsouza Eza Dsouza's UBS Investment Bank Experience June 2007 - May 2010
Job Vice President at Instinet Incorporated
Industry Financial Services
Experience
Instinet Incorporated June 2014 - Present
Deutsche Bank April 2010 - May 2014
UBS Investment Bank June 2007 - May 2010
Amdocs August 2005 - May 2006
Skills
Unix, Business Analysis, Financial Modeling, PL/SQL, Program Management, Change Management, Team Leadership, Product Management, Microfinance, Investment Banking, Investments, Fixed Income, Risk Management, Capital Markets
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2007
Master's, Finance
University of Mumbai 2001 — 2005
Bachelor's, Engineering: IT
Instinet Incorporated June 2014 - Present
Deutsche Bank April 2010 - May 2014
UBS Investment Bank June 2007 - May 2010
Amdocs August 2005 - May 2006
Skills
Unix, Business Analysis, Financial Modeling, PL/SQL, Program Management, Change Management, Team Leadership, Product Management, Microfinance, Investment Banking, Investments, Fixed Income, Risk Management, Capital Markets
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2007
Master's, Finance
University of Mumbai 2001 — 2005
Bachelor's, Engineering: IT
Anand David Anand David's UBS Investment Bank Experience May 2005 - December 2006
Job Global Director Attorney Recruiting at Morrison & Foerster LLP
Industry Law Practice
Experience
Morrison & Foerster LLP May 2007 - Present
UBS Investment Bank May 2005 - December 2006
UBS Investment Bank January 2004 - April 2005
UBS Investment Bank June 2003 - December 2004
UBS Investment Bank 2002 - 2003
UBS Investment Bank August 2000 - December 2002
Enron June 1996 - July 2000
Skills
Talent Acquisition, Change Management, Organizational..., Strategic Planning, Financial Services, Equities, Venture Capital, Capital Markets, Recruiting, M&A experience, Onboarding, Hedge Funds, Investment Banking, Restructuring, Executive Search, Succession Planning, Risk Management, Emerging Markets, Private Equity, Corporate Governance, Financial Modeling, Acquisitions, Divestitures, Valuation, Human Resources, Sociability, Community Service, Mergers & Acquisitions
Education
University of Houston 1985 — 1989
Bachelor of Arts (BA), Political Science and Government
Morrison & Foerster LLP May 2007 - Present
UBS Investment Bank May 2005 - December 2006
UBS Investment Bank January 2004 - April 2005
UBS Investment Bank June 2003 - December 2004
UBS Investment Bank 2002 - 2003
UBS Investment Bank August 2000 - December 2002
Enron June 1996 - July 2000
Skills
Talent Acquisition, Change Management, Organizational..., Strategic Planning, Financial Services, Equities, Venture Capital, Capital Markets, Recruiting, M&A experience, Onboarding, Hedge Funds, Investment Banking, Restructuring, Executive Search, Succession Planning, Risk Management, Emerging Markets, Private Equity, Corporate Governance, Financial Modeling, Acquisitions, Divestitures, Valuation, Human Resources, Sociability, Community Service, Mergers & Acquisitions
Education
University of Houston 1985 — 1989
Bachelor of Arts (BA), Political Science and Government
Thomas Reader's UBS Investment Bank Experience June 2009 - September 2011
Job Head of Liability Management at Mitsubishi UFJ Securities (USA), Inc.
Industry Capital Markets
Experience
Mitsubishi UFJ Securities (USA), Inc. February 2013 - Present
Patriarch Partners March 2012 - February 2013
UBS Investment Bank June 2009 - September 2011
Brigade Capital Management April 2008 - May 2009
Citi August 2002 - April 2008
Citi July 1999 - August 2002
Cahill Gordon & Reindel September 1995 - July 1999
Skills
Investment Banking, High Yield, Leveraged Finance, Hedge Funds, Fixed Income, Capital Markets, Financial Analysis, Series 7, Corporate Finance, Credit Analysis, Investments, Debt, Bonds, Securities, Corporate Law, Securities Law, Series 24, DCM, Securities Regulation, Structured Products, ALM, Derivatives, Structured Finance, Mergers & Acquisitions, Venture Capital, Private Equity, ABS
Education
University of Pennsylvania Law School 1992 — 1995
J.D.
University of Delaware 1988 — 1992
B.S.B.A., Finance
Mitsubishi UFJ Securities (USA), Inc. February 2013 - Present
Patriarch Partners March 2012 - February 2013
UBS Investment Bank June 2009 - September 2011
Brigade Capital Management April 2008 - May 2009
Citi August 2002 - April 2008
Citi July 1999 - August 2002
Cahill Gordon & Reindel September 1995 - July 1999
Skills
Investment Banking, High Yield, Leveraged Finance, Hedge Funds, Fixed Income, Capital Markets, Financial Analysis, Series 7, Corporate Finance, Credit Analysis, Investments, Debt, Bonds, Securities, Corporate Law, Securities Law, Series 24, DCM, Securities Regulation, Structured Products, ALM, Derivatives, Structured Finance, Mergers & Acquisitions, Venture Capital, Private Equity, ABS
Education
University of Pennsylvania Law School 1992 — 1995
J.D.
University of Delaware 1988 — 1992
B.S.B.A., Finance
Di Huang Di Huang's UBS Investment Bank Experience October 2013 - Present
Job Analyst at iSoftstone
Industry Management Consulting
Experience
UBS Investment Bank October 2013 - Present
Beijing Academy of Social Sciences December 2011 - July 2012
Haitong Securities Co., Ltd. July 2009 - August 2009
Skills
Mandarin, English, Business Strategy, Business Analysis, Management Consulting, Research Design, Quantitative Research, Market Research, Teamwork, Microsoft Office, Dreamweaver, MySQL, Pascal, PHP, Research, Analysis, Access, Management
Education
University of South Carolina - The Moore School of Business 2012 — 2013
Master's degree, International Business
University of International Relations 2008 — 2012
Bachelor, International Economics and Trade
UBS Investment Bank October 2013 - Present
Beijing Academy of Social Sciences December 2011 - July 2012
Haitong Securities Co., Ltd. July 2009 - August 2009
Skills
Mandarin, English, Business Strategy, Business Analysis, Management Consulting, Research Design, Quantitative Research, Market Research, Teamwork, Microsoft Office, Dreamweaver, MySQL, Pascal, PHP, Research, Analysis, Access, Management
Education
University of South Carolina - The Moore School of Business 2012 — 2013
Master's degree, International Business
University of International Relations 2008 — 2012
Bachelor, International Economics and Trade
Xi (Lexie) Zhou Xi (Lexie) Zhou's UBS Investment Bank Experience June 2012 - August 2012
Job Student at the University of Michigan, Ann Arbor
Industry Financial Services
Experience
UBS Investment Bank June 2012 - August 2012
China Investment Corporation April 2011 - May 2011
Bank of China August 2010 - September 2010
New Oriental Education & Technology Group (NYSE:EDU) July 2008 - September 2008
Skills
R, Financial Modeling, Bloomberg Terminal, Quantitative Analytics, Equity Research, VBA, Matlab, Bloomberg, SAS, Quantitative Finance, Valuation, Financial Analysis, Microsoft Excel, Stata, Derivatives
Education
University of Michigan 2011 — 2012
Master of Science Candidate, Financial Engineering
University of International Business and Economics 2007 — 2011
Bachelor of Economics, Finance
UBS Investment Bank June 2012 - August 2012
China Investment Corporation April 2011 - May 2011
Bank of China August 2010 - September 2010
New Oriental Education & Technology Group (NYSE:EDU) July 2008 - September 2008
Skills
R, Financial Modeling, Bloomberg Terminal, Quantitative Analytics, Equity Research, VBA, Matlab, Bloomberg, SAS, Quantitative Finance, Valuation, Financial Analysis, Microsoft Excel, Stata, Derivatives
Education
University of Michigan 2011 — 2012
Master of Science Candidate, Financial Engineering
University of International Business and Economics 2007 — 2011
Bachelor of Economics, Finance
Adi Pardas's UBS Investment Bank Experience June 2007 - July 2007
Job Senior Associate, Portfolio Pricing & Valuation at Credigy
Industry Financial Services
Experience
Credigy December 2012 - Present
Credigy December 2010 - December 2012
Credigy December 2009 - December 2010
Credigy June 2008 - November 2009
UBS Investment Bank June 2007 - July 2007
Skills
Valuation, Due Diligence, Portfolio Management, Chapter 13 Bankruptcy, Cash Flow Forecasting, Revenue Analysis, Financial Modeling, Microsoft Excel, SQL, Contract Negotiation
Education
University of Georgia - Terry College of Business 2006 — 2008
BBA, Finance
Taylor's College 2004 — 2006
American Degree Program, Business Foundation
Credigy December 2012 - Present
Credigy December 2010 - December 2012
Credigy December 2009 - December 2010
Credigy June 2008 - November 2009
UBS Investment Bank June 2007 - July 2007
Skills
Valuation, Due Diligence, Portfolio Management, Chapter 13 Bankruptcy, Cash Flow Forecasting, Revenue Analysis, Financial Modeling, Microsoft Excel, SQL, Contract Negotiation
Education
University of Georgia - Terry College of Business 2006 — 2008
BBA, Finance
Taylor's College 2004 — 2006
American Degree Program, Business Foundation
Jeffrey Matheny Jeffrey Matheny's UBS Investment Bank Experience 2003 - 2006
Job System Operations Department Coordinator at GEICO
Industry Financial Services
Experience
GEICO March 2008 - Present
UBS AG February 2007 - 2008
UBS Investment Bank 2003 - 2006
UBS Investment Bank 2001 - 2003
Skills
Program Management, Change Management, Infrastructure, IT Strategy, Process Improvement, ITIL, IT Service Management, Risk Management, Sla, Project Portfolio..., Project Management, Disaster Recovery, Vendor Management, Business Requirements, Integration, SDLC, Technology Management, Proposal Writing, IT Management, Business Analysis
Education
University of Iowa
BA
GEICO March 2008 - Present
UBS AG February 2007 - 2008
UBS Investment Bank 2003 - 2006
UBS Investment Bank 2001 - 2003
Skills
Program Management, Change Management, Infrastructure, IT Strategy, Process Improvement, ITIL, IT Service Management, Risk Management, Sla, Project Portfolio..., Project Management, Disaster Recovery, Vendor Management, Business Requirements, Integration, SDLC, Technology Management, Proposal Writing, IT Management, Business Analysis
Education
University of Iowa
BA
Jason Virgilio Jason Virgilio's UBS Investment Bank Experience August 2004 - Present
Job Etrading at UBS
Industry Investment Banking
Experience
UBS Investment Bank August 2004 - Present
Merrill Lynch July 2001 - August 2005
Skills
Electronic Trading, Equities, Bloomberg, Capital Markets, Investment Banking, Trading, Derivatives, Series 7, Fixed Income, Hedge Funds, Financial Markets
Education
University of Florida 1997 — 2001
BA, Business Management
Chatham High School 1994 — 1997
UBS Investment Bank August 2004 - Present
Merrill Lynch July 2001 - August 2005
Skills
Electronic Trading, Equities, Bloomberg, Capital Markets, Investment Banking, Trading, Derivatives, Series 7, Fixed Income, Hedge Funds, Financial Markets
Education
University of Florida 1997 — 2001
BA, Business Management
Chatham High School 1994 — 1997
Orin Wexler Orin Wexler's UBS Investment Bank Experience April 2008 - November 2010
Job Sports Sponsorship, Marketing, & Investment Banking Professional
Industry Investment Banking
Experience
IMG January 2012 - Present
UBS Investment Bank April 2008 - November 2010
UBS Investment Bank June 2006 - April 2008
UBS Wealth Management July 2004 - June 2006
Skills
Fixed Income, Derivatives, Bloomberg, Trading, Securities, Valuation, Financial Modeling, Excel, Credit, Structured Products, PowerPoint, Sponsorship Sales, Sponsorship Activation, Sports Marketing, Sponsorship Research, Business Development, Business Strategy, Business Analysis, Sales Management, Marketing Strategy, Event Planning, Event Management, Analysis, Sales, Sports, Finance, Sponsorship, Marketing, Sports Management
Education
New York University. Preston Robert Tisch Center for Hospitality, Tourism and Sports Management 2011 — 2012
Master of Science (M.S.), Sports Business, 3.9 GPA
University of Delaware - Lerner College of Business and Economics 2000 — 2004
Bachelor of Science (BS), Finance
IMG January 2012 - Present
UBS Investment Bank April 2008 - November 2010
UBS Investment Bank June 2006 - April 2008
UBS Wealth Management July 2004 - June 2006
Skills
Fixed Income, Derivatives, Bloomberg, Trading, Securities, Valuation, Financial Modeling, Excel, Credit, Structured Products, PowerPoint, Sponsorship Sales, Sponsorship Activation, Sports Marketing, Sponsorship Research, Business Development, Business Strategy, Business Analysis, Sales Management, Marketing Strategy, Event Planning, Event Management, Analysis, Sales, Sports, Finance, Sponsorship, Marketing, Sports Management
Education
New York University. Preston Robert Tisch Center for Hospitality, Tourism and Sports Management 2011 — 2012
Master of Science (M.S.), Sports Business, 3.9 GPA
University of Delaware - Lerner College of Business and Economics 2000 — 2004
Bachelor of Science (BS), Finance
Nicole Mascera Nicole Mascera's UBS Investment Bank Experience March 2014 - October 2014
Job Vice President, Senior Recruiting Manager for Morgan Stanley Investment Banking & Global Capital Markets
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
UBS Investment Bank March 2014 - October 2014
Street of Walls (Currently The Vettery) July 2012 - December 2013
Nicole Mascera Photography February 2008 - June 2012
SAC Capital (Currently Point72 Asset Management) August 2002 - January 2008
SAC Capital (Currently Point72 Asset Management) August 1999 - August 2002
Skills
Hedge Funds, Equities, Bloomberg, Trading, Equity Trading, College Recruiting, Financial Recruiting, Alternative Investments, Investments, Fixed Income, Risk Management, Financial Modeling, Financial Services, Derivatives, Portfolio Management, Finance, Investment Banking, Valuation
Education
University of Florida 1995 — 1999
Bachelor's degree, Accounting
Morgan Stanley November 2014 - Present
UBS Investment Bank March 2014 - October 2014
Street of Walls (Currently The Vettery) July 2012 - December 2013
Nicole Mascera Photography February 2008 - June 2012
SAC Capital (Currently Point72 Asset Management) August 2002 - January 2008
SAC Capital (Currently Point72 Asset Management) August 1999 - August 2002
Skills
Hedge Funds, Equities, Bloomberg, Trading, Equity Trading, College Recruiting, Financial Recruiting, Alternative Investments, Investments, Fixed Income, Risk Management, Financial Modeling, Financial Services, Derivatives, Portfolio Management, Finance, Investment Banking, Valuation
Education
University of Florida 1995 — 1999
Bachelor's degree, Accounting
Anil Duriseti's UBS Investment Bank Experience May 2012 - Present
Job Program Manager, Ongoing Regulatory Projects, Group Finance IT at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank May 2012 - Present
UBS April 2011 - Present
UBS April 2006 - April 2011
UBS Investment Bank July 2004 - April 2006
JPMorgan Chase December 2003 - April 2004
Bank One July 2003 - December 2003
Cincom Systems October 1999 - June 2001
Walmart 1997 - 1999
Kanbay 1996 - 1997
Skills
Project Portfolio..., Outsourcing, Business Analysis, MS Project, Vendor Management, IT Management, Project Management, PMP, Program Management, Software Project..., SDLC, SharePoint, Business Transformation, IT Strategy, Leadership, Business Process..., Project Delivery, PMO, Requirements Analysis, Visio, Business Process, Business Intelligence, Risk Management, Enterprise Architecture, Requirements Gathering, Agile Methodologies
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2003
Master of Business Administration (M.B.A.)
Sir CRR College of Engineering 1991 — 1995
Bachelor of Engineering (B.E.)
Mr Model High School
Mr Model High School
UBS Investment Bank May 2012 - Present
UBS April 2011 - Present
UBS April 2006 - April 2011
UBS Investment Bank July 2004 - April 2006
JPMorgan Chase December 2003 - April 2004
Bank One July 2003 - December 2003
Cincom Systems October 1999 - June 2001
Walmart 1997 - 1999
Kanbay 1996 - 1997
Skills
Project Portfolio..., Outsourcing, Business Analysis, MS Project, Vendor Management, IT Management, Project Management, PMP, Program Management, Software Project..., SDLC, SharePoint, Business Transformation, IT Strategy, Leadership, Business Process..., Project Delivery, PMO, Requirements Analysis, Visio, Business Process, Business Intelligence, Risk Management, Enterprise Architecture, Requirements Gathering, Agile Methodologies
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2003
Master of Business Administration (M.B.A.)
Sir CRR College of Engineering 1991 — 1995
Bachelor of Engineering (B.E.)
Mr Model High School
Mr Model High School
David Urban David Urban's UBS Investment Bank Experience January 2011 - Present
Job Associate Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank January 2011 - Present
Sapient Global Markets January 2010 - January 2011
J.J. Kenny Drake June 2009 - January 2010
JPMorgan February 2009 - June 2009
Trade Settlement Inc. 2008 - 2009
UBS Investment Bank 2006 - 2008
JPMorgan 2002 - 2006
International Financial Services 2001 - 2002
Skills
Fixed Income, Derivatives, Capital Markets, Hedge Funds, Loans, Equities, Banking, Investment Banking, Due Diligence, Credit, Asset Management, Risk Management, Trading, Structured Products, FX Options, Credit Derivatives, Structured Finance, Middle Office, Bloomberg, Emerging Markets
Education
University of Houston 1998 — 2001
BS, Economics
American Community School - Hillingdon 1988 — 1993
UBS Investment Bank January 2011 - Present
Sapient Global Markets January 2010 - January 2011
J.J. Kenny Drake June 2009 - January 2010
JPMorgan February 2009 - June 2009
Trade Settlement Inc. 2008 - 2009
UBS Investment Bank 2006 - 2008
JPMorgan 2002 - 2006
International Financial Services 2001 - 2002
Skills
Fixed Income, Derivatives, Capital Markets, Hedge Funds, Loans, Equities, Banking, Investment Banking, Due Diligence, Credit, Asset Management, Risk Management, Trading, Structured Products, FX Options, Credit Derivatives, Structured Finance, Middle Office, Bloomberg, Emerging Markets
Education
University of Houston 1998 — 2001
BS, Economics
American Community School - Hillingdon 1988 — 1993
Moz Saleem's UBS Investment Bank Experience June 2005 - August 2005
Job Vice President at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs July 2008 - 2013
Citigroup June 2008 - July 2008
Citigroup July 2006 - June 2008
University of Illinois at Urbana-Champaign June 2004 - March 2006
UBS Investment Bank June 2005 - August 2005
Siemens November 2003 - July 2004
Siemens AG June 2002 - August 2002
Skills
Perl, Java, C#, Unix, C++, Software Engineering, Databases, Business Analysis, Fixed Income, Investment Management, Derivatives, Equities, Capital Markets, Portfolio Management, Risk Management, Valuation, Trading
Education
University of Illinois at Urbana-Champaign
Masters, Computer Science
Goldman Sachs July 2008 - 2013
Citigroup June 2008 - July 2008
Citigroup July 2006 - June 2008
University of Illinois at Urbana-Champaign June 2004 - March 2006
UBS Investment Bank June 2005 - August 2005
Siemens November 2003 - July 2004
Siemens AG June 2002 - August 2002
Skills
Perl, Java, C#, Unix, C++, Software Engineering, Databases, Business Analysis, Fixed Income, Investment Management, Derivatives, Equities, Capital Markets, Portfolio Management, Risk Management, Valuation, Trading
Education
University of Illinois at Urbana-Champaign
Masters, Computer Science
Dawn Sandomeno's UBS Investment Bank Experience 1990 - 2000
Job Lifestyle and Entertaining Expert, Content Provider, Social Media Strategist, Author
Industry Internet
Experience
Party Bluprints Inc. September 2007 - Present
Collective Bias January 2012 - December 2013
UBS Investment Bank 1990 - 2000
Salomon Brothers 1989 - 1991
Skills
Social Media, Blogging, Social Media Marketing, Social Networking, Online Advertising, SEO, Facebook, Wordpress, Blogger, Digital Marketing, Public Relations, Advertising, party planner, lifestyle expert, Event Planning, Online Marketing, Copywriting, Parties, Entrepreneurship, Entertainment, Marketing Strategy, Press Releases, Digital Media, Email Marketing, Media Relations, Web Content, WordPress, Creative Writing, Publishing, Content Strategy, Google Analytics, Brand Development, Content Management, YouTube, Newsletters, Copy Editing, Digital Strategy, Editing, Website Development, SEM, Journalism, Web Marketing, Community Management, Web Analytics, Publicity, Social Media Measurement, New Media, Content Development, Web Content Management, Marketing Communications
Education
University of Delaware 1984 — 1988
BA, Economics
University of Delaware - Lerner College of Business and Economics 1984 — 1988
Bachelor of Arts, Economics
Party Bluprints Inc. September 2007 - Present
Collective Bias January 2012 - December 2013
UBS Investment Bank 1990 - 2000
Salomon Brothers 1989 - 1991
Skills
Social Media, Blogging, Social Media Marketing, Social Networking, Online Advertising, SEO, Facebook, Wordpress, Blogger, Digital Marketing, Public Relations, Advertising, party planner, lifestyle expert, Event Planning, Online Marketing, Copywriting, Parties, Entrepreneurship, Entertainment, Marketing Strategy, Press Releases, Digital Media, Email Marketing, Media Relations, Web Content, WordPress, Creative Writing, Publishing, Content Strategy, Google Analytics, Brand Development, Content Management, YouTube, Newsletters, Copy Editing, Digital Strategy, Editing, Website Development, SEM, Journalism, Web Marketing, Community Management, Web Analytics, Publicity, Social Media Measurement, New Media, Content Development, Web Content Management, Marketing Communications
Education
University of Delaware 1984 — 1988
BA, Economics
University of Delaware - Lerner College of Business and Economics 1984 — 1988
Bachelor of Arts, Economics
Dale Seymour Dale Seymour's UBS Investment Bank Experience 1997 - 1998
Job Retired
Industry Security and Investigations
Experience
Seymour Investigative Services, LLC May 2014 - Present
Seymour Investigative Services, LLC September 1998 - Present
Doyle/Carden Group December 2012 - March 2013
Doyle/Carden Group May 2010 - December 2011
Promontory Financial Group November 2007 - July 2008
Daylight Forensic & Advisory, LLC October 2006 - July 2007
IPSA International March 2006 - August 2006
KPMG June 2005 - September 2005
United States Attorney's Office November 2002 - November 2004
UBS Investment Bank 1997 - 1998
Skills
AML, CAMS, Litigation Support, USA PATRIOT Act, OFAC, Fraud, Bank Secrecy Act, Sanction, Private Investigations, Investigation, Banking, Anti-corruption, Enterprise Risk..., Due Diligence, KYC, Enforcement, Anti Money Laundering, Forensic Accounting, Certified Fraud Examiner, Criminal Investigations, Risk Assessment, Operational Risk, Financial Institutions, Counterterrorism, FCPA, Internal Investigations, Security, Financial Regulation, Correspondent Banking, Finance, Certified Anti-Money..., Securities, Regulations, Financial Risk, Operational Risk..., Law Enforcement
Education
University of Hartford 1965 — 1969
BA, Communications
Jonathan Dayton Regional
Seymour Investigative Services, LLC May 2014 - Present
Seymour Investigative Services, LLC September 1998 - Present
Doyle/Carden Group December 2012 - March 2013
Doyle/Carden Group May 2010 - December 2011
Promontory Financial Group November 2007 - July 2008
Daylight Forensic & Advisory, LLC October 2006 - July 2007
IPSA International March 2006 - August 2006
KPMG June 2005 - September 2005
United States Attorney's Office November 2002 - November 2004
UBS Investment Bank 1997 - 1998
Skills
AML, CAMS, Litigation Support, USA PATRIOT Act, OFAC, Fraud, Bank Secrecy Act, Sanction, Private Investigations, Investigation, Banking, Anti-corruption, Enterprise Risk..., Due Diligence, KYC, Enforcement, Anti Money Laundering, Forensic Accounting, Certified Fraud Examiner, Criminal Investigations, Risk Assessment, Operational Risk, Financial Institutions, Counterterrorism, FCPA, Internal Investigations, Security, Financial Regulation, Correspondent Banking, Finance, Certified Anti-Money..., Securities, Regulations, Financial Risk, Operational Risk..., Law Enforcement
Education
University of Hartford 1965 — 1969
BA, Communications
Jonathan Dayton Regional
Rodrigo Bernardo Cortez Rodrigo Bernardo Cortez's UBS Investment Bank Experience June 2011 - August 2011
Job Investment Banking | Energy & Infrastructure Project Finance Latam at BBVA Corporate & Investment Bank
Industry Investment Banking
Experience
BBVA Corporate & Investment Bank September 2012 - Present
Societe Generale Corporate & Investment Bank September 2011 - June 2012
UBS Investment Bank June 2011 - August 2011
PwC January 2011 - March 2011
Education
Dobie High School
University of Houston
C.T. Bauer College of Business
BBVA Corporate & Investment Bank September 2012 - Present
Societe Generale Corporate & Investment Bank September 2011 - June 2012
UBS Investment Bank June 2011 - August 2011
PwC January 2011 - March 2011
Education
Dobie High School
University of Houston
C.T. Bauer College of Business
Jeff Kilkenny, CFA Jeff Kilkenny, CFA's UBS Investment Bank Experience June 2007 - November 2012
Job Analyst, Principal Emerging Markets Team
Industry Investment Management
Experience
Principal Global Investors December 2012 - Present
UBS Investment Bank June 2007 - November 2012
Skills
Series 7, International Equities, Equities, Series 63
Education
University of Iowa 1995 — 1999
Finance
Principal Global Investors December 2012 - Present
UBS Investment Bank June 2007 - November 2012
Skills
Series 7, International Equities, Equities, Series 63
Education
University of Iowa 1995 — 1999
Finance
Margaret McDonagh Margaret McDonagh's UBS Investment Bank Experience July 2012 - July 2012
Job Asset Management Intern at Deutsche Bank
Industry Apparel & Fashion
Experience
Deutsche Bank June 2015 - Present
Strivr, Inc. December 2014 - Present
SWERVE Fitness June 2015 - August 2015
Deutsche Bank June 2014 - August 2014
The Reeds at Shelter Haven June 2013 - August 2013
Lacoste December 2012 - February 2013
Boutique at the Beach June 2012 - August 2012
UBS Investment Bank July 2012 - July 2012
Double Take Consignment Boutique May 2012 - May 2012
Aritzia February 2012 - May 2012
Skills
Creative Problem Solving, Analytical Skills, Fashion, Time Management, Leader: Captain of two..., Social Media Skills:..., Computer Skills:..., Teamwork: Athlete and..., Adept in photography..., Creativity, Comminication, Strong work ethic, Merchandising, Retail, Tenacious, Resourceful, Efficient, Flexible, Teamwork, Kinetic Modeling, Bluetooth, Horse Care, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, PowerPoint, Egyptian Arabic
Education
University of Delaware 2012 — 2016
Bachelor of Science (B.S.), Fashion Merchandising
University of Virginia 2014 — 2015
Semester at Sea
Deutsche Bank June 2015 - Present
Strivr, Inc. December 2014 - Present
SWERVE Fitness June 2015 - August 2015
Deutsche Bank June 2014 - August 2014
The Reeds at Shelter Haven June 2013 - August 2013
Lacoste December 2012 - February 2013
Boutique at the Beach June 2012 - August 2012
UBS Investment Bank July 2012 - July 2012
Double Take Consignment Boutique May 2012 - May 2012
Aritzia February 2012 - May 2012
Skills
Creative Problem Solving, Analytical Skills, Fashion, Time Management, Leader: Captain of two..., Social Media Skills:..., Computer Skills:..., Teamwork: Athlete and..., Adept in photography..., Creativity, Comminication, Strong work ethic, Merchandising, Retail, Tenacious, Resourceful, Efficient, Flexible, Teamwork, Kinetic Modeling, Bluetooth, Horse Care, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, PowerPoint, Egyptian Arabic
Education
University of Delaware 2012 — 2016
Bachelor of Science (B.S.), Fashion Merchandising
University of Virginia 2014 — 2015
Semester at Sea
Phillip Huwiler Phillip Huwiler's UBS Investment Bank Experience February 2012 - July 2012
Job Mechanical Engineer
Industry Mechanical or Industrial Engineering
Experience
BMW Manufacturing January 2015 - Present
Georgia Institute of Technology January 2014 - August 2014
UBS Investment Bank February 2012 - July 2012
Thurgauer Kantonalbank May 2008 - August 2008
American Boa May 2008 - August 2008
Skills
Investment Banking, Financial Modeling, Bloomberg, Derivatives, Capital Markets, Financial Analysis, Fixed Income, Risk Management, Microsoft Excel, Economics, Business Analysis, Banking, Financial Risk
Education
Georgia Institute of Technology 2012 — 2014
Bachelor of Science (BS), Mechanical Engineering
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2010 — 2013
Master of Arts (M.A.), Banking and Finance
University of Georgia - Terry College of Business 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
BMW Manufacturing January 2015 - Present
Georgia Institute of Technology January 2014 - August 2014
UBS Investment Bank February 2012 - July 2012
Thurgauer Kantonalbank May 2008 - August 2008
American Boa May 2008 - August 2008
Skills
Investment Banking, Financial Modeling, Bloomberg, Derivatives, Capital Markets, Financial Analysis, Fixed Income, Risk Management, Microsoft Excel, Economics, Business Analysis, Banking, Financial Risk
Education
Georgia Institute of Technology 2012 — 2014
Bachelor of Science (BS), Mechanical Engineering
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2010 — 2013
Master of Arts (M.A.), Banking and Finance
University of Georgia - Terry College of Business 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Alec Barkett's UBS Investment Bank Experience July 2010 - August 2010
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock August 2014 - Present
TFS Structured Products August 2013 - July 2014
Barclays Investment Bank July 2013 - August 2013
JM Finn & Co. December 2012 - May 2013
UBS Investment Bank July 2010 - August 2010
Skills
Microsoft Excel, Teamwork, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Economics, Social Media, Team Leadership, Research, Time Management, Event Management, Data Analysis, Investments
Education
University of Exeter 2009 — 2012
Bachelor's degree, Economics with Proficiency in Spanish, First Class
Wellington College Berkshire 2007 — 2009
A Levels, Maths, Economics, Politics, A, A, A
BlackRock August 2014 - Present
TFS Structured Products August 2013 - July 2014
Barclays Investment Bank July 2013 - August 2013
JM Finn & Co. December 2012 - May 2013
UBS Investment Bank July 2010 - August 2010
Skills
Microsoft Excel, Teamwork, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Economics, Social Media, Team Leadership, Research, Time Management, Event Management, Data Analysis, Investments
Education
University of Exeter 2009 — 2012
Bachelor's degree, Economics with Proficiency in Spanish, First Class
Wellington College Berkshire 2007 — 2009
A Levels, Maths, Economics, Politics, A, A, A
Allison Jagtiani Allison Jagtiani's UBS Investment Bank Experience September 2002 - March 2009
Job Chief Epicurean Officer
Industry Food & Beverages
Experience
Goji Gourmet March 2009 - Present
UBS Investment Bank September 2002 - March 2009
Skills
Financial Modeling, Valuation, Equities, Bloomberg, Equity Research, Capital Markets, Investments, Investment Banking, Corporate Finance, Equity Valuation, Private Equity, Hedge Funds, Fixed Income, Management, Venture Capital
Education
University of Iowa 1998 — 2002
Finance
University of Iowa - Henry B. Tippie College of Business 1998 — 2002
Roosevelt High School 1994 — 1998
Goji Gourmet March 2009 - Present
UBS Investment Bank September 2002 - March 2009
Skills
Financial Modeling, Valuation, Equities, Bloomberg, Equity Research, Capital Markets, Investments, Investment Banking, Corporate Finance, Equity Valuation, Private Equity, Hedge Funds, Fixed Income, Management, Venture Capital
Education
University of Iowa 1998 — 2002
Finance
University of Iowa - Henry B. Tippie College of Business 1998 — 2002
Roosevelt High School 1994 — 1998
Anthony Daino Anthony Daino's UBS Investment Bank Experience January 2007 - August 2008
Job Senior Vice President at Cantor Fitzgerald
Industry Investment Banking
Experience
Cantor Fitzgerald April 2014 - Present
Cantor Fitzgerald January 2012 - April 2014
Kelusa Capital, LLC August 2008 - January 2011
UBS Investment Bank January 2007 - August 2008
Fidelity Investments December 2003 - December 2006
Skills
Prime Brokerage, Hedge Funds, Equities, Fixed Income, Options, Securities Lending, Futures, Repos, Series 3, Series 7, Series 63, Bloomberg Terminal, Alternative Investments, Securities, Derivatives, Middle Office, Bloomberg, FINRA, Equity Derivatives, Capital Markets
Education
University of Delaware 1995 — 1999
BSBA, Finance
Cantor Fitzgerald April 2014 - Present
Cantor Fitzgerald January 2012 - April 2014
Kelusa Capital, LLC August 2008 - January 2011
UBS Investment Bank January 2007 - August 2008
Fidelity Investments December 2003 - December 2006
Skills
Prime Brokerage, Hedge Funds, Equities, Fixed Income, Options, Securities Lending, Futures, Repos, Series 3, Series 7, Series 63, Bloomberg Terminal, Alternative Investments, Securities, Derivatives, Middle Office, Bloomberg, FINRA, Equity Derivatives, Capital Markets
Education
University of Delaware 1995 — 1999
BSBA, Finance
Ken Aseme Ken Aseme's UBS Investment Bank Experience August 2008 - November 2010
Job Director of Accounting and Fund Controller at Indigo Capital Advisors
Industry Financial Services
Experience
Indigo Capital Advisors April 2015 - Present
Hazic Investments December 2011 - Present
SS&C GlobeOp April 2014 - September 2014
BNY Mellon November 2010 - March 2014
UBS Investment Bank August 2008 - November 2010
Royal Bank of Scotland April 2005 - June 2008
Royal Bank of Scotland July 2003 - April 2005
Skills
Finance, Private Equity, Fund Accounting, Time Management, Investments, Bloomberg, Asset Management, Financial Analysis, Microsoft Office, Valuation, Financial Modeling, Portfolio Management, Hedge Funds, Equities, Financial Services, Alternative Investments, Corporate Finance, Financial Reporting, Banking, Financial Markets, Accounting, Cash Management, Mergers, Fund Administration, Financial Accounting, Real Estate, Series 7, Hedging
Education
BPP Accounting School 2003 — 2006
Manangement Accounting, Accounting and Finance
The University of Kent 1998 — 2002
Bachelor of Science (BSc), BSC. (Hons) Management Science
Indigo Capital Advisors April 2015 - Present
Hazic Investments December 2011 - Present
SS&C GlobeOp April 2014 - September 2014
BNY Mellon November 2010 - March 2014
UBS Investment Bank August 2008 - November 2010
Royal Bank of Scotland April 2005 - June 2008
Royal Bank of Scotland July 2003 - April 2005
Skills
Finance, Private Equity, Fund Accounting, Time Management, Investments, Bloomberg, Asset Management, Financial Analysis, Microsoft Office, Valuation, Financial Modeling, Portfolio Management, Hedge Funds, Equities, Financial Services, Alternative Investments, Corporate Finance, Financial Reporting, Banking, Financial Markets, Accounting, Cash Management, Mergers, Fund Administration, Financial Accounting, Real Estate, Series 7, Hedging
Education
BPP Accounting School 2003 — 2006
Manangement Accounting, Accounting and Finance
The University of Kent 1998 — 2002
Bachelor of Science (BSc), BSC. (Hons) Management Science
Katarzyna Domejko's UBS Investment Bank Experience November 2009 - September 2010
Job Leveraged Finance at GE Capital
Industry Financial Services
Experience
GE Capital November 2013 - Present
GE Capital February 2011 - November 2013
UBS Investment Bank November 2009 - September 2010
Transamerica Asset Management November 2008 - October 2009
Cartus November 2006 - November 2008
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
MBA
University of Gdansk 2001 — 2003
MBA
University of Gdansk 1998 — 2001
BS
GE Capital November 2013 - Present
GE Capital February 2011 - November 2013
UBS Investment Bank November 2009 - September 2010
Transamerica Asset Management November 2008 - October 2009
Cartus November 2006 - November 2008
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
MBA
University of Gdansk 2001 — 2003
MBA
University of Gdansk 1998 — 2001
BS
Mark Deault Mark Deault's UBS Investment Bank Experience August 2012 - August 2013
Job Investment Counselor
Industry Financial Services
Experience
Investment Management Company in Greater Portland October 2013 - Present
UBS Investment Bank August 2012 - August 2013
J.P. Morgan September 2011 - December 2011
JP Turner & Company, LLC February 2011 - September 2011
Skills
Capital IQ, Financial Analysis, Bloomberg Terminal, Financial Modeling, Microsoft Office..., Oracle Crystal Ball, Microsoft Office, Oracle Support, Investments, Series 7, Finance, Asset Management, Analysis, Bloomberg, Valuation, Strategic Financial...
Education
University of Denver - Daniels College of Business 2011 — 2012
Masters, Finance
University of Denver - Daniels College of Business 2007 — 2011
BSBA, Finance
International Sustainable Development Studies Institute 2009 — 2009
Sustainability Studies
Investment Management Company in Greater Portland October 2013 - Present
UBS Investment Bank August 2012 - August 2013
J.P. Morgan September 2011 - December 2011
JP Turner & Company, LLC February 2011 - September 2011
Skills
Capital IQ, Financial Analysis, Bloomberg Terminal, Financial Modeling, Microsoft Office..., Oracle Crystal Ball, Microsoft Office, Oracle Support, Investments, Series 7, Finance, Asset Management, Analysis, Bloomberg, Valuation, Strategic Financial...
Education
University of Denver - Daniels College of Business 2011 — 2012
Masters, Finance
University of Denver - Daniels College of Business 2007 — 2011
BSBA, Finance
International Sustainable Development Studies Institute 2009 — 2009
Sustainability Studies
Darian Schwartz Darian Schwartz's UBS Investment Bank Experience April 2007 - October 2007
Job Enterprise Trading Solutions Specialist at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters September 2013 - Present
Thomson Reuters August 2011 - September 2013
Citigroup March 2010 - July 2011
Black Diamond Capital Management January 2008 - December 2008
UBS Investment Bank April 2007 - October 2007
Susquehanna Bank October 2005 - March 2007
Van der Moolen 2001 - 2005
Skills
Fixed Income, Equities
Education
University of Delaware 1997 — 2001
Bachelor of Science, Accounting/Finance
Thomson Reuters September 2013 - Present
Thomson Reuters August 2011 - September 2013
Citigroup March 2010 - July 2011
Black Diamond Capital Management January 2008 - December 2008
UBS Investment Bank April 2007 - October 2007
Susquehanna Bank October 2005 - March 2007
Van der Moolen 2001 - 2005
Skills
Fixed Income, Equities
Education
University of Delaware 1997 — 2001
Bachelor of Science, Accounting/Finance
Edward Sacks Edward Sacks's UBS Investment Bank Experience March 2000 - June 2004
Job Director at Deutsche Bank
Industry Oil & Energy
Experience
Deutsche Bank June 2007 - Present
Citi June 2005 - June 2007
Wachovia Bank N.A. June 2004 - June 2005
UBS Investment Bank March 2000 - June 2004
Bank of America January 1996 - March 2000
Skills
Valuation, Capital Markets, Portfolio Management, Commodity, Corporate Finance, Financial Modeling, Derivatives, Commodity Markets, Investment Banking, Risk Management, Private Equity, Asset Management, Trading, Financial Structuring, Financial Risk, Hedging
Education
University of Houston
Bachelor of Business Administration, Finance, General
Deutsche Bank June 2007 - Present
Citi June 2005 - June 2007
Wachovia Bank N.A. June 2004 - June 2005
UBS Investment Bank March 2000 - June 2004
Bank of America January 1996 - March 2000
Skills
Valuation, Capital Markets, Portfolio Management, Commodity, Corporate Finance, Financial Modeling, Derivatives, Commodity Markets, Investment Banking, Risk Management, Private Equity, Asset Management, Trading, Financial Structuring, Financial Risk, Hedging
Education
University of Houston
Bachelor of Business Administration, Finance, General
Carl Press Carl Press's UBS Investment Bank Experience July 2007 - May 2009
Job Vice President at Thoma Bravo
Industry Venture Capital & Private Equity
Experience
Thoma Bravo May 2015 - Present
Load DynamiX September 2014 - May 2015
HighBar Partners August 2013 - May 2015
Addepar May 2012 - August 2012
Oaktree Capital Management August 2009 - July 2011
UBS Investment Bank July 2007 - May 2009
Deutsche Bank June 2006 - August 2006
Analog Devices May 2005 - August 2005
Motorola Solutions May 2004 - August 2004
Skills
Private Equity, Technology, Corporate Finance, Financial Modeling, Leveraged Finance, Distressed Debt, Due Diligence, Business Development, Special Situations..., Debt Restructuring, Financial Technology, Investment Banking, M&A experience, Strategy, Venture Capital, Valuation, Start-ups, Emerging Markets, LBO, Mergers & Acquisitions, Capital Markets, Hedge Funds, Alternative Investments, Bloomberg, Fixed Income, Equities, DCF
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA
University of Illinois at Urbana-Champaign 2003 — 2007
BS, Electrical Engineering
Thoma Bravo May 2015 - Present
Load DynamiX September 2014 - May 2015
HighBar Partners August 2013 - May 2015
Addepar May 2012 - August 2012
Oaktree Capital Management August 2009 - July 2011
UBS Investment Bank July 2007 - May 2009
Deutsche Bank June 2006 - August 2006
Analog Devices May 2005 - August 2005
Motorola Solutions May 2004 - August 2004
Skills
Private Equity, Technology, Corporate Finance, Financial Modeling, Leveraged Finance, Distressed Debt, Due Diligence, Business Development, Special Situations..., Debt Restructuring, Financial Technology, Investment Banking, M&A experience, Strategy, Venture Capital, Valuation, Start-ups, Emerging Markets, LBO, Mergers & Acquisitions, Capital Markets, Hedge Funds, Alternative Investments, Bloomberg, Fixed Income, Equities, DCF
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA
University of Illinois at Urbana-Champaign 2003 — 2007
BS, Electrical Engineering
Jeffrey Jackson, CFA's UBS Investment Bank Experience September 1997 - November 2004
Job Managing Principal at White Pine Advisors
Industry Investment Banking
Experience
White Pine Advisors October 2013 - Present
Ramirez & Co., Inc. 2009 - Present
Abaci Capital Partners January 2009 - May 2009
Goldman Sachs November 2004 - December 2008
UBS Investment Bank September 1997 - November 2004
SunTrust Bank January 1994 - September 1997
Skills
Capital Markets, Investment Banking, Structured Finance, Financial Structuring, Equities, Credit, Securitization, Structured Products, Financial Services, Loans, ABS, Finance, Restructuring, Trading, Venture Capital, Debt Restructuring, Commercial Banking, Strategy, Fixed Income, Valuation, Alternative Investments, Bonds, Hedge Funds, Risk Management, Securities, Financial Analysis, Financial Modeling, Private Equity, Financial Advisory, Asset Management, Corporate Finance, Emerging Markets, Portfolio Management, Derivatives
Education
University of Florida 1989 — 1993
BSBA, Finance
Spanish River High School 1985 — 1989
White Pine Advisors October 2013 - Present
Ramirez & Co., Inc. 2009 - Present
Abaci Capital Partners January 2009 - May 2009
Goldman Sachs November 2004 - December 2008
UBS Investment Bank September 1997 - November 2004
SunTrust Bank January 1994 - September 1997
Skills
Capital Markets, Investment Banking, Structured Finance, Financial Structuring, Equities, Credit, Securitization, Structured Products, Financial Services, Loans, ABS, Finance, Restructuring, Trading, Venture Capital, Debt Restructuring, Commercial Banking, Strategy, Fixed Income, Valuation, Alternative Investments, Bonds, Hedge Funds, Risk Management, Securities, Financial Analysis, Financial Modeling, Private Equity, Financial Advisory, Asset Management, Corporate Finance, Emerging Markets, Portfolio Management, Derivatives
Education
University of Florida 1989 — 1993
BSBA, Finance
Spanish River High School 1985 — 1989
Scott Aldworth Scott Aldworth's UBS Investment Bank Experience January 2014 - Present
Job Director, Treasury Risk at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank January 2014 - Present
Emigrant Bank October 2013 - December 2013
Citi Mortgage January 2011 - August 2013
Citi Student Loan Corp. January 2008 - December 2010
Citi Student Loan Corp. May 2007 - December 2007
First Marblehead August 2006 - April 2007
First Marblehead October 2001 - July 2006
Slone Epidemiology Center January 2000 - September 2001
NeuroMuscular Research Center September 1997 - December 1999
Skills
Capital Markets, Financial Analysis, Due Diligence, Financial Modeling, Risk Management, Portfolio Management, Valuation, Financial Services, Fixed Income, Corporate Finance, Derivatives, Securitization, Investment Banking, Mergers & Acquisitions, Structured Finance, Credit, Strategy, Finance, Loans, Analytics, Funding, Analysis
Education
University of Guelph
Bachelor of Applied Science (B.A.Sc.), BioEngineering and BioMedical Engineering
University of Guelph
Bachelor of Applied Science (B.A.Sc.), Kinesiology
UBS Investment Bank January 2014 - Present
Emigrant Bank October 2013 - December 2013
Citi Mortgage January 2011 - August 2013
Citi Student Loan Corp. January 2008 - December 2010
Citi Student Loan Corp. May 2007 - December 2007
First Marblehead August 2006 - April 2007
First Marblehead October 2001 - July 2006
Slone Epidemiology Center January 2000 - September 2001
NeuroMuscular Research Center September 1997 - December 1999
Skills
Capital Markets, Financial Analysis, Due Diligence, Financial Modeling, Risk Management, Portfolio Management, Valuation, Financial Services, Fixed Income, Corporate Finance, Derivatives, Securitization, Investment Banking, Mergers & Acquisitions, Structured Finance, Credit, Strategy, Finance, Loans, Analytics, Funding, Analysis
Education
University of Guelph
Bachelor of Applied Science (B.A.Sc.), BioEngineering and BioMedical Engineering
University of Guelph
Bachelor of Applied Science (B.A.Sc.), Kinesiology
Neeti Shukla Neeti Shukla's UBS Investment Bank Experience June 2008 - April 2010
Job Lead Finance Project Manager Restructuring, Legal Entity Operations & Controllership at GE Capital
Industry Financial Services
Experience
GE Capital July 2014 - Present
RBS Markets & International Banking September 2010 - July 2014
UBS Investment Bank June 2008 - April 2010
UBS Investment Bank June 2007 - August 2007
Motorola Mobility June 2006 - August 2006
Skills
Microsoft Office, Microsoft Word, PowerPoint, MS Excel Pivot Tables, Access, Financial Analysis, Financial Reporting, Corporate Finance, Project Planning, Event Planning, Organization, Pay Close Attention to..., Fashion, Marketing, Marketing Research, Communication Skills, Analytics, Customer Service, Business Writing, Spanish-speaking, Hindi, Financial Services, Strategic Financial..., Auditing, Analysis, Management, Leadership, Bloomberg, Financial Modeling, Market Research, Finance, Valuation, FX Options, Essbase, Treasury, Account Reconciliation, Money Market, Financial Markets, Pivot Tables, Forecasting, Variance Analysis, Financial Planning
Education
University of Illinois at Chicago 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance
GE Capital July 2014 - Present
RBS Markets & International Banking September 2010 - July 2014
UBS Investment Bank June 2008 - April 2010
UBS Investment Bank June 2007 - August 2007
Motorola Mobility June 2006 - August 2006
Skills
Microsoft Office, Microsoft Word, PowerPoint, MS Excel Pivot Tables, Access, Financial Analysis, Financial Reporting, Corporate Finance, Project Planning, Event Planning, Organization, Pay Close Attention to..., Fashion, Marketing, Marketing Research, Communication Skills, Analytics, Customer Service, Business Writing, Spanish-speaking, Hindi, Financial Services, Strategic Financial..., Auditing, Analysis, Management, Leadership, Bloomberg, Financial Modeling, Market Research, Finance, Valuation, FX Options, Essbase, Treasury, Account Reconciliation, Money Market, Financial Markets, Pivot Tables, Forecasting, Variance Analysis, Financial Planning
Education
University of Illinois at Chicago 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance
Mahir Lokvancic Mahir Lokvancic's UBS Investment Bank Experience June 2011 - July 2013
Job Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP December 2014 - Present
Capital One July 2013 - December 2014
UBS Investment Bank June 2011 - July 2013
Fannie Mae May 2002 - June 2011
Fannie Mae June 2001 - August 2001
Fannie Mae June 2000 - August 2000
Education
University of Florida 1996 — 2002
PhD, Mathematics
University of Zagreb, Croatia 1992 — 1995
BS BE, Mathematics and Computer Science
Bloomberg LP December 2014 - Present
Capital One July 2013 - December 2014
UBS Investment Bank June 2011 - July 2013
Fannie Mae May 2002 - June 2011
Fannie Mae June 2001 - August 2001
Fannie Mae June 2000 - August 2000
Education
University of Florida 1996 — 2002
PhD, Mathematics
University of Zagreb, Croatia 1992 — 1995
BS BE, Mathematics and Computer Science
Justin Rowley's UBS Investment Bank Experience March 2010 - September 2010
Job Vice President at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase March 2012 - Present
Accenture September 2010 - March 2012
UBS Investment Bank March 2010 - September 2010
JP Morgan June 2006 - March 2010
Skills
Management Consulting, Equities, Investments, Analysis, Trading, Banking, Risk, Asset, Program Management, Mergers, Integration, Testing, Securities, Business Process, Customer Relations, Financial Reporting, Consultancy, Fixed Income, Requirements Analysis, Debt, Funding, Capital Markets, Business Strategy, Business Analysis, Deployment, Outsourcing, Financial Planning, Process Engineering, Financial Risk, Mergers, Private Equity, Strategic Financial...
Education
University of Delaware 2002 — 2006
Bachelor of Science, Finance and Economics
JPMorgan Chase March 2012 - Present
Accenture September 2010 - March 2012
UBS Investment Bank March 2010 - September 2010
JP Morgan June 2006 - March 2010
Skills
Management Consulting, Equities, Investments, Analysis, Trading, Banking, Risk, Asset, Program Management, Mergers, Integration, Testing, Securities, Business Process, Customer Relations, Financial Reporting, Consultancy, Fixed Income, Requirements Analysis, Debt, Funding, Capital Markets, Business Strategy, Business Analysis, Deployment, Outsourcing, Financial Planning, Process Engineering, Financial Risk, Mergers, Private Equity, Strategic Financial...
Education
University of Delaware 2002 — 2006
Bachelor of Science, Finance and Economics
Raj Vora's UBS Investment Bank Experience August 2013 - Present
Job Executive Director at UBS Investment Bank
Industry Venture Capital & Private Equity
Experience
UBS Investment Bank August 2013 - Present
Northern Trust Private Equity October 2007 - August 2013
Wind Point Partners August 2005 - May 2007
Goldman Sachs June 2003 - June 2005
Skills
Investments, Asset Management, Equities, Portfolio Management, Alternative Investments, Asset Managment, Financial Modeling, Risk Management, Valuation, Corporate Finance
Education
University of Illinois at Urbana-Champaign 1999 — 2003
BS, General Engineering, Finance, Spanish
UBS Investment Bank August 2013 - Present
Northern Trust Private Equity October 2007 - August 2013
Wind Point Partners August 2005 - May 2007
Goldman Sachs June 2003 - June 2005
Skills
Investments, Asset Management, Equities, Portfolio Management, Alternative Investments, Asset Managment, Financial Modeling, Risk Management, Valuation, Corporate Finance
Education
University of Illinois at Urbana-Champaign 1999 — 2003
BS, General Engineering, Finance, Spanish
Timothy Blake, CAMS's UBS Investment Bank Experience September 2013 - December 2014
Job AML Advisory at Lloyds Bank Group
Industry Banking
Experience
Standard Chartered Bank October 2015 - Present
Lloyds Banking Group December 2014 - Present
UBS Investment Bank September 2013 - December 2014
UBS Investment Bank November 2010 - September 2013
Citigroup May 2007 - October 2010
HSBC Bank USA August 2005 - May 2007
HSBC Bank USA January 2001 - July 2005
HSBC Bank USA January 1998 - January 2001
Republic National Bank of New York February 1996 - January 1998
Skills
AML, KYC, Bank Secrecy Act, Private Banking, USA PATRIOT Act, OFAC, Anti Money Laundering, Series 99, Onboarding, Due Diligence, Certified Anti-Money...
Education
University of Hartford 1990 — 1994
Bachelor of Science (BS), Marketing
Standard Chartered Bank October 2015 - Present
Lloyds Banking Group December 2014 - Present
UBS Investment Bank September 2013 - December 2014
UBS Investment Bank November 2010 - September 2013
Citigroup May 2007 - October 2010
HSBC Bank USA August 2005 - May 2007
HSBC Bank USA January 2001 - July 2005
HSBC Bank USA January 1998 - January 2001
Republic National Bank of New York February 1996 - January 1998
Skills
AML, KYC, Bank Secrecy Act, Private Banking, USA PATRIOT Act, OFAC, Anti Money Laundering, Series 99, Onboarding, Due Diligence, Certified Anti-Money...
Education
University of Hartford 1990 — 1994
Bachelor of Science (BS), Marketing
Natalie Cohen, CPA, CFE, CAMS's UBS Investment Bank Experience June 2004 - December 2005
Job Fraud and AntiMoney Laundering Investigator
Industry Banking
Experience
Bank of America January 2006 - September 2007
UBS Investment Bank June 2004 - December 2005
Deloitte July 2000 - June 2004
Education
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
B.S., Accountancy
Bank of America January 2006 - September 2007
UBS Investment Bank June 2004 - December 2005
Deloitte July 2000 - June 2004
Education
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
B.S., Accountancy
Robert Schmitt Robert Schmitt's UBS Investment Bank Experience June 1993 - February 2000
Job Director of Technology Security & Infrastructure Operations at Apervita Inc.
Industry Financial Services
Experience
Apervita, Inc. September 2015 - Present
Nxxt Step Partners Inc. June 2015 - September 2015
Sasser Family Holdings, Inc. June 2012 - May 2015
Symphono May 2008 - June 2012
Bank of America April 2002 - April 2008
Parlano 2000 - 2002
UBS Investment Bank June 1993 - February 2000
Skills
Equities, FX Options, Rates, Agile Methodologies, Enterprise Architecture, Agile Project Management, Software Project..., SDLC, Software Development, Trading Systems, Architecture, SOA, IT Strategy, Integration, Java, Cloud Computing, Product Management, Application Architecture, SQL, Business Analysis, Vendor Management, Strategy, Linux, Electronic Trading, Microsoft SQL Server, Project Management, Leadership, Management, Start-ups, Architectures, Java Enterprise Edition, Change Management, SaaS
Education
University of Illinois at Urbana-Champaign 1988 — 1993
Bachelors, Computer Scienece / Mathematics
Apervita, Inc. September 2015 - Present
Nxxt Step Partners Inc. June 2015 - September 2015
Sasser Family Holdings, Inc. June 2012 - May 2015
Symphono May 2008 - June 2012
Bank of America April 2002 - April 2008
Parlano 2000 - 2002
UBS Investment Bank June 1993 - February 2000
Skills
Equities, FX Options, Rates, Agile Methodologies, Enterprise Architecture, Agile Project Management, Software Project..., SDLC, Software Development, Trading Systems, Architecture, SOA, IT Strategy, Integration, Java, Cloud Computing, Product Management, Application Architecture, SQL, Business Analysis, Vendor Management, Strategy, Linux, Electronic Trading, Microsoft SQL Server, Project Management, Leadership, Management, Start-ups, Architectures, Java Enterprise Edition, Change Management, SaaS
Education
University of Illinois at Urbana-Champaign 1988 — 1993
Bachelors, Computer Scienece / Mathematics
Sarah Rallo Sarah Rallo's UBS Investment Bank Experience July 2003 - January 2004
Job VP Commercial Lending at Freedom Mortgage
Industry Banking
Experience
Freedom Mortgage August 2013 - Present
Interactive Data August 2011 - August 2013
Vertical Capital May 2005 - July 2011
Vertical Capital May 2005 - July 2011
Deutsche Bank January 2004 - May 2005
UBS Investment Bank July 2003 - January 2004
Skills
Fixed Income, Hedge Funds, Trading, Fixed Income Trading, ABS, RMBS, Electronic Trading, Bonds, Structured Finance, Capital Markets, Equities, Asset Management, Financial Analysis
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Bachelor of Science, Finance
Freedom Mortgage August 2013 - Present
Interactive Data August 2011 - August 2013
Vertical Capital May 2005 - July 2011
Vertical Capital May 2005 - July 2011
Deutsche Bank January 2004 - May 2005
UBS Investment Bank July 2003 - January 2004
Skills
Fixed Income, Hedge Funds, Trading, Fixed Income Trading, ABS, RMBS, Electronic Trading, Bonds, Structured Finance, Capital Markets, Equities, Asset Management, Financial Analysis
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Bachelor of Science, Finance
Mark Bergen's UBS Investment Bank Experience 1989 - 2000
Job COO/CFO at Anchor Capital Advisors LLC
Industry Financial Services
Experience
Anchor Capital Advisors LLC May 2013 - Present
W.P. Stewart & Co., Inc. June 2010 - May 2013
Angelo Gordon & Co 2009 - July 2010
AG Asset Management (formerly known as ForstmannLeff LLC) January 2005 - July 2010
UBS GLOBAL ASSET MANAGEMENT 2002 - 2005
Goldman Sachs 2000 - 2002
UBS Investment Bank 1989 - 2000
Andersen Consulting 1979 - 1989
Skills
Asset Management, Crisis Management, Acquisition Integration, Restructuring, Investment Banking, Change Management, Capital Markets, Hedge Funds, Executive Management, Mergers, Asset Managment, Trading, Options, Mergers & Acquisitions, Derivatives, Credit, Trading Systems, Electronic Trading, Equities, Risk Management, Private Equity, Valuation, Finance, Financial Services, Investments
Education
University of Illinois at Urbana-Champaign 1977 — 1979
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1973 — 1977
BS, Finance
Anchor Capital Advisors LLC May 2013 - Present
W.P. Stewart & Co., Inc. June 2010 - May 2013
Angelo Gordon & Co 2009 - July 2010
AG Asset Management (formerly known as ForstmannLeff LLC) January 2005 - July 2010
UBS GLOBAL ASSET MANAGEMENT 2002 - 2005
Goldman Sachs 2000 - 2002
UBS Investment Bank 1989 - 2000
Andersen Consulting 1979 - 1989
Skills
Asset Management, Crisis Management, Acquisition Integration, Restructuring, Investment Banking, Change Management, Capital Markets, Hedge Funds, Executive Management, Mergers, Asset Managment, Trading, Options, Mergers & Acquisitions, Derivatives, Credit, Trading Systems, Electronic Trading, Equities, Risk Management, Private Equity, Valuation, Finance, Financial Services, Investments
Education
University of Illinois at Urbana-Champaign 1977 — 1979
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1973 — 1977
BS, Finance
Yoav Stramer Yoav Stramer's UBS Investment Bank Experience July 2010 - May 2013
Job Analyst at Twin Capital Management LLC
Industry Financial Services
Experience
Twin Capital Management LLC May 2013 - Present
UBS Investment Bank July 2010 - May 2013
UBS Securities June 2009 - July 2009
University of Iowa Krause Fund August 2008 - January 2009
DT Trading, CBOT June 2008 - August 2008
Merrill Lynch Global Private Client June 2007 - August 2007
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
Twin Capital Management LLC May 2013 - Present
UBS Investment Bank July 2010 - May 2013
UBS Securities June 2009 - July 2009
University of Iowa Krause Fund August 2008 - January 2009
DT Trading, CBOT June 2008 - August 2008
Merrill Lynch Global Private Client June 2007 - August 2007
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
Stephen Shen's UBS Investment Bank Experience October 2004 - March 2005
Job
Industry Museums and Institutions
Experience
The Metropolitan Museum of Art March 2015 - Present
PwC March 2014 - March 2015
Fields China October 2012 - October 2013
PricewaterhouseCoopers April 2008 - September 2012
PricewaterhouseCoopers June 2005 - October 2006
UBS Investment Bank October 2004 - March 2005
Stonehaven, LLC July 2003 - September 2004
Goldman Sachs February 2001 - July 2003
Robertson Stephens July 2000 - January 2001
Education
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
B.S.
University of Southern California - Marshall School of Business
Global Executive MBA
The Metropolitan Museum of Art March 2015 - Present
PwC March 2014 - March 2015
Fields China October 2012 - October 2013
PricewaterhouseCoopers April 2008 - September 2012
PricewaterhouseCoopers June 2005 - October 2006
UBS Investment Bank October 2004 - March 2005
Stonehaven, LLC July 2003 - September 2004
Goldman Sachs February 2001 - July 2003
Robertson Stephens July 2000 - January 2001
Education
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
B.S.
University of Southern California - Marshall School of Business
Global Executive MBA
Jason Wolfe's UBS Investment Bank Experience January 2004 - October 2004
Job
Industry Venture Capital & Private Equity
Experience
SmartGift January 2013 - Present
Citadel Investment Group August 2006 - August 2008
UBS October 2004 - August 2006
UBS Investment Bank January 2004 - October 2004
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Entrepreneurial Management and Finance
University of Houston
BS, Chemical Engineering
SmartGift January 2013 - Present
Citadel Investment Group August 2006 - August 2008
UBS October 2004 - August 2006
UBS Investment Bank January 2004 - October 2004
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Entrepreneurial Management and Finance
University of Houston
BS, Chemical Engineering
Jon Tsatsonis's UBS Investment Bank Experience July 2002 - January 2009
Job
Industry Investment Banking
Experience
Wells Fargo Securities June 2014 - Present
Barclays Capital February 2009 - May 2014
UBS Investment Bank July 2002 - January 2009
Skills
Equity Derivatives, Equities, Trading Systems, Derivatives, Structured Products, Electronic Trading, Risk Management, Investment Banking, Low Latency, Options, Credit Derivatives, Market Making, High Frequency Trading
Education
Willmot/7City 2007 — 2007
Certificate in Quantitative Finance, CQF
University of Kent 1995 — 1998
BSc, Computer Science
Wells Fargo Securities June 2014 - Present
Barclays Capital February 2009 - May 2014
UBS Investment Bank July 2002 - January 2009
Skills
Equity Derivatives, Equities, Trading Systems, Derivatives, Structured Products, Electronic Trading, Risk Management, Investment Banking, Low Latency, Options, Credit Derivatives, Market Making, High Frequency Trading
Education
Willmot/7City 2007 — 2007
Certificate in Quantitative Finance, CQF
University of Kent 1995 — 1998
BSc, Computer Science
Wes Sapp's UBS Investment Bank Experience September 2008 - January 2009
Job Research Analyst at Empirical Research Partners
Industry Financial Services
Experience
Empirical Research Partners January 2009 - Present
UBS Investment Bank September 2008 - January 2009
JPMorgan Chase December 2004 - September 2006
JPMorgan Chase December 2002 - December 2004
JPMorgan Chase August 2001 - December 2002
Skills
Competitive Analysis, Market Research, Financial Modeling, Equities, Equity Research, Portfolio Management, Valuation, Asset Management, Financial Markets, Fixed Income, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (M.B.A.), Finance
University of Florida - Warrington College of Business Administration 1997 — 2001
Bachelor of Science, Finance, Economics
Empirical Research Partners January 2009 - Present
UBS Investment Bank September 2008 - January 2009
JPMorgan Chase December 2004 - September 2006
JPMorgan Chase December 2002 - December 2004
JPMorgan Chase August 2001 - December 2002
Skills
Competitive Analysis, Market Research, Financial Modeling, Equities, Equity Research, Portfolio Management, Valuation, Asset Management, Financial Markets, Fixed Income, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (M.B.A.), Finance
University of Florida - Warrington College of Business Administration 1997 — 2001
Bachelor of Science, Finance, Economics
Eugene Perelberg's UBS Investment Bank Experience March 2007 - July 2008
Job Vice President of Marketing and Business Development
Industry Financial Services
Experience
Panton Inc. October 2014 - Present
The Structure Group September 2013 - October 2014
Spectrum Prime Solutions, LP January 2012 - May 2013
Texon October 2008 - January 2012
UBS Investment Bank March 2007 - July 2008
KPMG Advisory June 2005 - February 2007
Shell Trading July 2000 - April 2003
Koch Industries November 1999 - July 2000
Salomon Smith Barney August 1997 - November 1999
Coastal Securities 1994 - 1997
Skills
Business Process Design, Commodities, Risk Management, Trading, Risk, Energy Trading, Derivatives, Options, Natural Gas, Valuation, Energy, Commodity, Fixed Income, Management Consulting, Equities, Financial Analysis, Oil, Gas, Market Risk, Change Management, SOX, Swaps, Excel, Financial Reporting, Process Engineering, Financial Risk, Petroleum, Commodity Markets, Sarbanes-Oxley Act, Microsoft Excel
Education
University of Houston 1992 — 1996
BBA, Finance
Panton Inc. October 2014 - Present
The Structure Group September 2013 - October 2014
Spectrum Prime Solutions, LP January 2012 - May 2013
Texon October 2008 - January 2012
UBS Investment Bank March 2007 - July 2008
KPMG Advisory June 2005 - February 2007
Shell Trading July 2000 - April 2003
Koch Industries November 1999 - July 2000
Salomon Smith Barney August 1997 - November 1999
Coastal Securities 1994 - 1997
Skills
Business Process Design, Commodities, Risk Management, Trading, Risk, Energy Trading, Derivatives, Options, Natural Gas, Valuation, Energy, Commodity, Fixed Income, Management Consulting, Equities, Financial Analysis, Oil, Gas, Market Risk, Change Management, SOX, Swaps, Excel, Financial Reporting, Process Engineering, Financial Risk, Petroleum, Commodity Markets, Sarbanes-Oxley Act, Microsoft Excel
Education
University of Houston 1992 — 1996
BBA, Finance
Stephanie Staff, CPRW, CPCC's UBS Investment Bank Experience 2003 - 2004
Job Professional Resume Writer & Career Coach
Industry Staffing and Recruiting
Experience
Resumes With Results 2007 - Present
Resumes With Results 2007 - Present
JR Partners January 2006 - September 2007
Martha Stewart Living, Omnimedia 2005 - 2006
Barclays Capital 2004 - 2005
UBS Investment Bank 2003 - 2004
American Express 2000 - 2002
Russell Reynolds Associates 1998 - 2000
Skills
Resume Writing, Career Development, Screening Resumes, Career Counseling, Career Assessment, Coaching, Onboarding, Talent Management, Recruiting, PeopleSoft, Career Development..., Certified Professional..., SAP, Career Services, Career Pathing, Client Counseling, Helping Clients Succeed, Professional..., People Click, Quickbooks, Soft Shoe Recruitment..., Career Advising, Career Exploration, Career Transitions, Career Advancement, Professional Bios
Education
University of Florida 1994 — 1998
Bachelor of Arts, Sociology
marjory stonemen douglas high 1990 — 1994
Resumes With Results 2007 - Present
Resumes With Results 2007 - Present
JR Partners January 2006 - September 2007
Martha Stewart Living, Omnimedia 2005 - 2006
Barclays Capital 2004 - 2005
UBS Investment Bank 2003 - 2004
American Express 2000 - 2002
Russell Reynolds Associates 1998 - 2000
Skills
Resume Writing, Career Development, Screening Resumes, Career Counseling, Career Assessment, Coaching, Onboarding, Talent Management, Recruiting, PeopleSoft, Career Development..., Certified Professional..., SAP, Career Services, Career Pathing, Client Counseling, Helping Clients Succeed, Professional..., People Click, Quickbooks, Soft Shoe Recruitment..., Career Advising, Career Exploration, Career Transitions, Career Advancement, Professional Bios
Education
University of Florida 1994 — 1998
Bachelor of Arts, Sociology
marjory stonemen douglas high 1990 — 1994
Michael Nielsen's UBS Investment Bank Experience October 2007 - August 2008
Job Sr. Storage Engineer at GoPro
Industry Information Technology and Services
Experience
GoPro April 2014 - Present
Allstate February 2012 - April 2014
Aon January 2010 - February 2012
NetApp January 2009 - December 2009
UBS Investment Bank October 2007 - August 2008
Hewitt Associates June 2006 - October 2007
Excalibur Technology Corp September 2005 - May 2006
Dar-Tech, LLC August 2002 - September 2005
University of Iowa Foundation January 2001 - December 2001
Motorola, Inc May 1998 - August 2000
Skills
EMC Storage, SAN, NetApp, System Administration, Disaster Recovery, HDS, Cisco UCS, Cisco MDS SAN switches, Brocade Fibre Switches, NAS, Servers, VMware, Storage, Unix, Windows Server, Solaris, Storage Area Networks, Infrastructure, Symmetrix, Data Center, NetApp Filers, Storage Solutions
Education
University of Iowa - Henry B. Tippie College of Business 1997 — 2001
BBA, MIS
Prospect High School 1993 — 1997
GoPro April 2014 - Present
Allstate February 2012 - April 2014
Aon January 2010 - February 2012
NetApp January 2009 - December 2009
UBS Investment Bank October 2007 - August 2008
Hewitt Associates June 2006 - October 2007
Excalibur Technology Corp September 2005 - May 2006
Dar-Tech, LLC August 2002 - September 2005
University of Iowa Foundation January 2001 - December 2001
Motorola, Inc May 1998 - August 2000
Skills
EMC Storage, SAN, NetApp, System Administration, Disaster Recovery, HDS, Cisco UCS, Cisco MDS SAN switches, Brocade Fibre Switches, NAS, Servers, VMware, Storage, Unix, Windows Server, Solaris, Storage Area Networks, Infrastructure, Symmetrix, Data Center, NetApp Filers, Storage Solutions
Education
University of Iowa - Henry B. Tippie College of Business 1997 — 2001
BBA, MIS
Prospect High School 1993 — 1997
Anton Matskovski's UBS Investment Bank Experience 2001 - 2008
Job Head of Market Risk Rates at RBS Global Banking & Markets
Industry Financial Services
Experience
RBS Global Banking & Markets January 2010 - Present
UBS April 2001 - June 2008
UBS Investment Bank 2001 - 2008
Skills
Fixed Income, Derivatives, Credit Derivatives, Structured Products, Equities, Capital Markets, Equity Derivatives, Hedge Funds, Trading Systems, Market Risk, Interest Rate..., FX Options, Prime Brokerage, CDS, Electronic Trading, Investment Banking, Quantitative Finance, Swaps
Education
University of Michigan 1995 — 1999
Master of Science (M.S.), Financial Mathematics
University of Houston 1991 — 1995
Bachelor of Arts (B.A.), Economics
RBS Global Banking & Markets January 2010 - Present
UBS April 2001 - June 2008
UBS Investment Bank 2001 - 2008
Skills
Fixed Income, Derivatives, Credit Derivatives, Structured Products, Equities, Capital Markets, Equity Derivatives, Hedge Funds, Trading Systems, Market Risk, Interest Rate..., FX Options, Prime Brokerage, CDS, Electronic Trading, Investment Banking, Quantitative Finance, Swaps
Education
University of Michigan 1995 — 1999
Master of Science (M.S.), Financial Mathematics
University of Houston 1991 — 1995
Bachelor of Arts (B.A.), Economics
Willem Venema, CFA's UBS Investment Bank Experience October 2008 - Present
Job Market Risk Officer at UBS Investment Bank
Industry Banking
Mark Strahs's UBS Investment Bank Experience 2003 - May 2011
Job Institutional Equity Sales at Susquehanna International Group
Industry Financial Services
Experience
Susquehanna International Group May 2011 - Present
UBS Investment Bank 2003 - May 2011
JP Morgan June 1999 - December 2002
Skills
Equities
Education
University of Denver - Daniels College of Business 1989 — 1991
MBA, Finance
University of Denver 1985 — 1989
BSBA
Susquehanna International Group May 2011 - Present
UBS Investment Bank 2003 - May 2011
JP Morgan June 1999 - December 2002
Skills
Equities
Education
University of Denver - Daniels College of Business 1989 — 1991
MBA, Finance
University of Denver 1985 — 1989
BSBA
Martin Morris CIA, CAMS, Chartered Accountant's UBS Investment Bank Experience 2005 - 2013
Job Senior Audit Manager at HSBC Global Financial Crimes Compliance Audit
Industry Banking
Experience
HSBC 2013 - Present
UBS Investment Bank 2005 - 2013
KPMG 2003 - 2005
Old Mutual 2003 - 2003
JPMorgan Chase 2000 - 2002
CIBC World Markets 1995 - 2000
JPMorgan Chase 1982 - 1995
Skills
Internal Audit, Financial Services, Anti Money Laundering, Economic Sanctions, securities, Interest Rate..., Equity Derivatives, Credit Derivatives, Foreign Exchange, Commodity, Cross-functional Team..., Financial Statement..., Risk Management, Operational Risk, Financial Accounting, Finance, Auditing, Fixed Income, Portfolio Management, Enterprise Risk..., Derivatives, Operational Risk...
Education
University of Kent
BA, Accounting Hons, top 2%
HSBC 2013 - Present
UBS Investment Bank 2005 - 2013
KPMG 2003 - 2005
Old Mutual 2003 - 2003
JPMorgan Chase 2000 - 2002
CIBC World Markets 1995 - 2000
JPMorgan Chase 1982 - 1995
Skills
Internal Audit, Financial Services, Anti Money Laundering, Economic Sanctions, securities, Interest Rate..., Equity Derivatives, Credit Derivatives, Foreign Exchange, Commodity, Cross-functional Team..., Financial Statement..., Risk Management, Operational Risk, Financial Accounting, Finance, Auditing, Fixed Income, Portfolio Management, Enterprise Risk..., Derivatives, Operational Risk...
Education
University of Kent
BA, Accounting Hons, top 2%
Tanveer Hira's UBS Investment Bank Experience August 2011 - September 2012
Job Head of Product Excellence at insureon
Industry Insurance
Experience
insureon October 2012 - Present
UBS Investment Bank August 2011 - September 2012
University of Illinois April 2008 - May 2010
Profit Investment Management May 2007 - August 2007
Welgat Wealth Management, LLC May 2007 - August 2007
Investment Banking Institute 2007 - 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office 2007, Microsoft Access, SAP BW, Business Objects, Microsoft Office, Financial Modeling, Valuation, Mergers & Acquisitions, Access, Analysis, Investment Banking, Investments, Finance, Data Analysis, Economics, PowerPoint, Financial Analysis
Education
University of Illinois at Urbana-Champaign 2005 — 2010
Bachelors, Economics, Business. Concentration in Mathematics & Chemistry.
Investment Banking Institute 2008 — 2008
Investment Banking
insureon October 2012 - Present
UBS Investment Bank August 2011 - September 2012
University of Illinois April 2008 - May 2010
Profit Investment Management May 2007 - August 2007
Welgat Wealth Management, LLC May 2007 - August 2007
Investment Banking Institute 2007 - 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office 2007, Microsoft Access, SAP BW, Business Objects, Microsoft Office, Financial Modeling, Valuation, Mergers & Acquisitions, Access, Analysis, Investment Banking, Investments, Finance, Data Analysis, Economics, PowerPoint, Financial Analysis
Education
University of Illinois at Urbana-Champaign 2005 — 2010
Bachelors, Economics, Business. Concentration in Mathematics & Chemistry.
Investment Banking Institute 2008 — 2008
Investment Banking
Gabe Hilmoe's UBS Investment Bank Experience February 2011 - Present
Job Real Estate Equity Analyst at Evercore ISI
Industry Investment Banking
Experience
Evercore ISI July 2014 - Present
UBS Investment Bank February 2011 - Present
UBS Investment Bank July 2009 - February 2011
Mercer Consulting May 2005 - October 2007
Mercer Consulting June 2003 - May 2005
Skills
Financial Modeling, Business Valuation, Financial Analysis, Mergers, Financial Accounting, Capital Markets, Equity Capital Markets, Investment Banking, Real Estate Finance, Real Estate Investment, Investment Advisory, Investment Strategies
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2009
Master of Business Administration (MBA)
University of St. Thomas 1999 — 2003
B.A
Evercore ISI July 2014 - Present
UBS Investment Bank February 2011 - Present
UBS Investment Bank July 2009 - February 2011
Mercer Consulting May 2005 - October 2007
Mercer Consulting June 2003 - May 2005
Skills
Financial Modeling, Business Valuation, Financial Analysis, Mergers, Financial Accounting, Capital Markets, Equity Capital Markets, Investment Banking, Real Estate Finance, Real Estate Investment, Investment Advisory, Investment Strategies
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2009
Master of Business Administration (MBA)
University of St. Thomas 1999 — 2003
B.A
Omar. Musule's UBS Investment Bank Experience 2007 - December 2011
Job Associate Director at UBS
Industry Financial Services
Experience
Virtus Partners, LLC December 2011 - Present
UBS Investment Bank 2007 - December 2011
JPMorgan December 2002 - April 2007
Education
University of Houston 1996 — 2001
Virtus Partners, LLC December 2011 - Present
UBS Investment Bank 2007 - December 2011
JPMorgan December 2002 - April 2007
Education
University of Houston 1996 — 2001
Daniel Levinson's UBS Investment Bank Experience June 2006 - September 2009
Job Manager, Benefits & Compensation at Genpact
Industry Human Resources
Experience
GENPACT April 2014 - Present
UBS November 2010 - April 2014
UBS September 2009 - November 2010
UBS Investment Bank June 2006 - September 2009
UBS Investment Bank May 2005 - June 2006
Skills
Human Resources, Recruiting, Onboarding, Employee Training, Management, New Hire Orientations, Team Management, Screening, Call Centers, Succession Planning, Performance Management, PeopleSoft
Education
University of Hartford 2001 — 2005
B.S., Business Management, 3.31
GENPACT April 2014 - Present
UBS November 2010 - April 2014
UBS September 2009 - November 2010
UBS Investment Bank June 2006 - September 2009
UBS Investment Bank May 2005 - June 2006
Skills
Human Resources, Recruiting, Onboarding, Employee Training, Management, New Hire Orientations, Team Management, Screening, Call Centers, Succession Planning, Performance Management, PeopleSoft
Education
University of Hartford 2001 — 2005
B.S., Business Management, 3.31
Steve Greenlee's UBS Investment Bank Experience February 2006 - August 2007
Job Vice President, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2010 - Present
Cantor Fitzgerald August 2007 - August 2010
UBS Investment Bank February 2006 - August 2007
Refco Inc July 2000 - February 2006
Education
University of Iowa 1995 — 1997
Morgan Stanley August 2010 - Present
Cantor Fitzgerald August 2007 - August 2010
UBS Investment Bank February 2006 - August 2007
Refco Inc July 2000 - February 2006
Education
University of Iowa 1995 — 1997
Anant Karandikar's UBS Investment Bank Experience June 1997 - March 2010
Job Executive Director at JP Morgan
Industry Capital Markets
Experience
JP Morgan April 2010 - Present
UBS Investment Bank June 1997 - March 2010
Education
University of Iowa 1992 — 1997
Bachelor's Degree
JP Morgan April 2010 - Present
UBS Investment Bank June 1997 - March 2010
Education
University of Iowa 1992 — 1997
Bachelor's Degree
Kristin Enstrom's UBS Investment Bank Experience October 1996 - June 2004
Job Photography Professional
Industry Photography
Experience
Self-employed May 2004 - Present
UBS Investment Bank October 1996 - June 2004
UBS 1996 - May 2004
CIGNA Healthcare October 1995 - August 1996
Skills
Vendor Management, Program Management, Business Process..., Team Building, Social Media, Software Licensing, Requirements Gathering
Education
University of Illinois at Urbana-Champaign 1991 — 1995
BA, BS, Sociology, Psychology
Self-employed May 2004 - Present
UBS Investment Bank October 1996 - June 2004
UBS 1996 - May 2004
CIGNA Healthcare October 1995 - August 1996
Skills
Vendor Management, Program Management, Business Process..., Team Building, Social Media, Software Licensing, Requirements Gathering
Education
University of Illinois at Urbana-Champaign 1991 — 1995
BA, BS, Sociology, Psychology
Kabeer Duggal's UBS Investment Bank Experience September 2014 - Present
Job Director UBS
Industry Capital Markets
Experience
UBS Investment Bank September 2014 - Present
Barclays Capital October 2011 - September 2013
RBS Greenwich Capital July 2009 - September 2011
JPMorgan October 2008 - April 2009
UBS March 2003 - May 2008
United States Marine Corps June 1997 - January 2001
R.J. O'Brien 1995 - 1998
Skills
Bonds, Equities, Equity Derivatives, Fixed Income, Options, Swaps, Trading, Derivatives, Series 7, Series 63, Bloomberg, Electronic Trading, Prime Brokerage, Market Data, Capital Markets, Trading Systems, Equity Trading, Trading Strategies
Education
University of Illinois at Chicago 2000 — 2004
B.S, Economics
UBS Investment Bank September 2014 - Present
Barclays Capital October 2011 - September 2013
RBS Greenwich Capital July 2009 - September 2011
JPMorgan October 2008 - April 2009
UBS March 2003 - May 2008
United States Marine Corps June 1997 - January 2001
R.J. O'Brien 1995 - 1998
Skills
Bonds, Equities, Equity Derivatives, Fixed Income, Options, Swaps, Trading, Derivatives, Series 7, Series 63, Bloomberg, Electronic Trading, Prime Brokerage, Market Data, Capital Markets, Trading Systems, Equity Trading, Trading Strategies
Education
University of Illinois at Chicago 2000 — 2004
B.S, Economics
Bilal Basrai's UBS Investment Bank Experience January 1999 - January 2001
Job Managing Director Investment Banking at Zacks & Company
Industry Financial Services
Experience
Zacks & Company May 2013 - Present
C.K. Cooper & Company September 2009 - April 2013
Lucite Advisors, LLC December 2008 - March 2012
Salomon Smith Barney January 2001 - May 2004
UBS Investment Bank January 1999 - January 2001
Skills
Investment Banking, Corporate Finance, Investments, Equity Research, Investment Advisory, Business Strategy, Financial Advisory, Trading, Wealth Management, Private Equity, Valuation, Financial Modeling
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Finance & economics, Accounting, finance, & economics
Zacks & Company May 2013 - Present
C.K. Cooper & Company September 2009 - April 2013
Lucite Advisors, LLC December 2008 - March 2012
Salomon Smith Barney January 2001 - May 2004
UBS Investment Bank January 1999 - January 2001
Skills
Investment Banking, Corporate Finance, Investments, Equity Research, Investment Advisory, Business Strategy, Financial Advisory, Trading, Wealth Management, Private Equity, Valuation, Financial Modeling
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Finance & economics, Accounting, finance, & economics
Jason Griebeler's UBS Investment Bank Experience 2003 - 2003
Job Architect at Isobar
Industry Computer Software
Experience
Isobar July 2015 - Present
Isobar July 2014 - Present
J.P. Morgan June 2012 - July 2014
J.P. Morgan 2012 - 2013
J.P. Morgan December 2007 - 2012
Deutsche Bank 2004 - 2007
UBS Investment Bank 2003 - 2003
Skills
Java, Spring, REST, Drools, Spring Integration, Hibernate, Groovy, JSON, JMS, WebSphere MQ, Spring Batch, JavaScript, Automated Software..., SQL, Dojo, Continuous Integration, Software Architectural..., Trading Systems, Hedge Funds, Sybase, Financial Modeling, Spring Framework
Education
University of Iowa 2000 — 2004
Bachelor of Science (B.S.), Computer Science, Business Administration
Isobar July 2015 - Present
Isobar July 2014 - Present
J.P. Morgan June 2012 - July 2014
J.P. Morgan 2012 - 2013
J.P. Morgan December 2007 - 2012
Deutsche Bank 2004 - 2007
UBS Investment Bank 2003 - 2003
Skills
Java, Spring, REST, Drools, Spring Integration, Hibernate, Groovy, JSON, JMS, WebSphere MQ, Spring Batch, JavaScript, Automated Software..., SQL, Dojo, Continuous Integration, Software Architectural..., Trading Systems, Hedge Funds, Sybase, Financial Modeling, Spring Framework
Education
University of Iowa 2000 — 2004
Bachelor of Science (B.S.), Computer Science, Business Administration
Prakash Wadhwani's UBS Investment Bank Experience July 2005 - February 2009
Job Chief Executive Officer
Industry Financial Services
Experience
SRA Asset Management May 2009 - Present
UBS Investment Bank July 2005 - February 2009
Wachovia Capital Markets, LLC September 1998 - July 2005
Banc of America Securities LLC February 1997 - September 1998
Duff & Phelps Credit Rating Co. 1992 - 1996
Skills
Structured Finance, Finance, Credit, Risk Management, Financial Structuring, Securitization, Due Diligence, Strategy, Fixed Income, Private Equity, Funding, Valuation, Analysis, Investment Banking, Capital Markets, Derivatives, Portfolio Management, Hedge Funds
Education
University of Illinois at Chicago 1988 — 1991
SRA Asset Management May 2009 - Present
UBS Investment Bank July 2005 - February 2009
Wachovia Capital Markets, LLC September 1998 - July 2005
Banc of America Securities LLC February 1997 - September 1998
Duff & Phelps Credit Rating Co. 1992 - 1996
Skills
Structured Finance, Finance, Credit, Risk Management, Financial Structuring, Securitization, Due Diligence, Strategy, Fixed Income, Private Equity, Funding, Valuation, Analysis, Investment Banking, Capital Markets, Derivatives, Portfolio Management, Hedge Funds
Education
University of Illinois at Chicago 1988 — 1991
Michelle LeDain's UBS Investment Bank Experience January 2007 - June 2012
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase May 2012 - Present
UBS Investment Bank January 2007 - June 2012
Skills
Derivatives, Prime Brokerage, Electronic Trading, Equities, Equity Derivatives, Investment Banking, Trading Systems
Education
University of Illinois at Urbana-Champaign 1985 — 1989
Bachelor of Arts (BA), French/Finance
JPMorgan Chase May 2012 - Present
UBS Investment Bank January 2007 - June 2012
Skills
Derivatives, Prime Brokerage, Electronic Trading, Equities, Equity Derivatives, Investment Banking, Trading Systems
Education
University of Illinois at Urbana-Champaign 1985 — 1989
Bachelor of Arts (BA), French/Finance
Verda Shah's UBS Investment Bank Experience October 2006 - December 2006
Job Membership and Sales Support at Newedge USA, LLC
Industry Financial Services
Experience
Newedge USA, LLC December 2006 - Present
UBS Investment Bank October 2006 - December 2006
ABN AMRO March 2006 - September 2006
Chicago Mercantile Exchange August 2003 - March 2006
Skills
Commodity, Equities, Options, Sales Operations, Fixed Income, Trading, Derivatives, Sales, Securities, Financial Markets, Bloomberg
Education
University of Iowa 1991 — 1996
Newedge USA, LLC December 2006 - Present
UBS Investment Bank October 2006 - December 2006
ABN AMRO March 2006 - September 2006
Chicago Mercantile Exchange August 2003 - March 2006
Skills
Commodity, Equities, Options, Sales Operations, Fixed Income, Trading, Derivatives, Sales, Securities, Financial Markets, Bloomberg
Education
University of Iowa 1991 — 1996
Larry Metzger's UBS Investment Bank Experience September 1999 - May 2008
Job Equity Trader
Industry Investment Banking
Experience
TD Ameritrade 2009 - Present
UBS Investment Bank September 1999 - May 2008
ubs 1999 - 2008
UBS 1999 - 2008
TD Waterhouse Securities 1995 - 1999
Skills
Investments, Securities, Series 7, Equities, Options, Series 63, Trading Systems
Education
University of Delaware - Lerner College of Business and Economics 1990 — 1994
BS, Economics
Marlboro High School
TD Ameritrade 2009 - Present
UBS Investment Bank September 1999 - May 2008
ubs 1999 - 2008
UBS 1999 - 2008
TD Waterhouse Securities 1995 - 1999
Skills
Investments, Securities, Series 7, Equities, Options, Series 63, Trading Systems
Education
University of Delaware - Lerner College of Business and Economics 1990 — 1994
BS, Economics
Marlboro High School
Matt Engstrom's UBS Investment Bank Experience July 2007 - October 2007
Job Money Markets at China Construction Bank
Industry Capital Markets
Experience
China Construction Bank June 2009 - Present
UBS Investment Bank July 2007 - October 2007
ABN AMRO 1996 - 2007
ABN AMRO Bank 1996 - 2007
Skills
Capital Markets, Trading, Series 7, Money Market, Securitization, Fixed Income, Derivatives, Structured Products, Financial Markets, FX Options, Bloomberg, Portfolio Management, Investment Banking
Education
University of Illinois at Urbana-Champaign 1987 — 1991
BA, Economics/Finance
DeKalb High School
China Construction Bank June 2009 - Present
UBS Investment Bank July 2007 - October 2007
ABN AMRO 1996 - 2007
ABN AMRO Bank 1996 - 2007
Skills
Capital Markets, Trading, Series 7, Money Market, Securitization, Fixed Income, Derivatives, Structured Products, Financial Markets, FX Options, Bloomberg, Portfolio Management, Investment Banking
Education
University of Illinois at Urbana-Champaign 1987 — 1991
BA, Economics/Finance
DeKalb High School
Emily Caruso's UBS Investment Bank Experience March 2010 - April 2011
Job Lead Talent Business Analyst Consulting S&O at Deloitte
Industry Human Resources
Experience
Deloitte May 2014 - Present
Deloitte & Touche 2011 - May 2014
UBS Investment Bank March 2010 - April 2011
OnPoint Consulting, LLC May 2009 - August 2009
BUNAC USA June 2006 - August 2008
Skills
Employee Relations, Onboarding, Program Management, Microsoft Excel, PowerPoint, Research, Leadership Development, Non-profits, Human Resources, Leadership, Recruiting, Process Improvement, Employee Engagement, Management, Applicant Tracking..., Project Management
Education
University of Hartford 2008 — 2009
MS, Organizational Psychology
Western Connecticut State University 2004 — 2006
BA, Communication & Human Relations
Deloitte May 2014 - Present
Deloitte & Touche 2011 - May 2014
UBS Investment Bank March 2010 - April 2011
OnPoint Consulting, LLC May 2009 - August 2009
BUNAC USA June 2006 - August 2008
Skills
Employee Relations, Onboarding, Program Management, Microsoft Excel, PowerPoint, Research, Leadership Development, Non-profits, Human Resources, Leadership, Recruiting, Process Improvement, Employee Engagement, Management, Applicant Tracking..., Project Management
Education
University of Hartford 2008 — 2009
MS, Organizational Psychology
Western Connecticut State University 2004 — 2006
BA, Communication & Human Relations
Patrick Ormsby's UBS Investment Bank Experience 2011 - 2012
Job Regional Sales Manager at Highline Health, LLC
Industry Medical Devices
Experience
Highline Health, LLC January 2015 - Present
VIRTUS Medical June 2012 - Present
Renaissance RX November 2013 - March 2015
UBS Investment Bank 2011 - 2012
Veracruz LLC 2007 - 2011
Skills
Strategy, Equities, Options, Trading, Entrepreneurship, Investments, Valuation, Portfolio Management, Marketing, Customer Service, Leadership, Account Management, Finance
Education
University of Iowa 1991 — 1995
BS
Highline Health, LLC January 2015 - Present
VIRTUS Medical June 2012 - Present
Renaissance RX November 2013 - March 2015
UBS Investment Bank 2011 - 2012
Veracruz LLC 2007 - 2011
Skills
Strategy, Equities, Options, Trading, Entrepreneurship, Investments, Valuation, Portfolio Management, Marketing, Customer Service, Leadership, Account Management, Finance
Education
University of Iowa 1991 — 1995
BS
Omar Qaiser's UBS Investment Bank Experience June 2000 - June 2002
Job Principal and Chief Financial Officer at The Midway Group, L.P.
Industry Financial Services
Experience
The Midway Group, L.P. June 2002 - Present
UBS Investment Bank June 2000 - June 2002
Arthur Andersen July 1999 - June 2000
Skills
Valuation, Cash Management, Hedge Funds, Fixed Income, Tax, Operations Management, Compliance, Auditing
Education
University of Florida 1994 — 1999
MS Accounting, Tax Focus
The Midway Group, L.P. June 2002 - Present
UBS Investment Bank June 2000 - June 2002
Arthur Andersen July 1999 - June 2000
Skills
Valuation, Cash Management, Hedge Funds, Fixed Income, Tax, Operations Management, Compliance, Auditing
Education
University of Florida 1994 — 1999
MS Accounting, Tax Focus
Andrew Champion's UBS Investment Bank Experience May 2004 - April 2009
Job Application Specialist at Scotiabank
Industry Information Technology and Services
Experience
Scotiabank April 2011 - Present
Scotia Capital May 2009 - April 2011
UBS Investment Bank May 2004 - April 2009
Data, Inc. November 2003 - May 2004
UBS Warburg Energy January 2002 - April 2003
Enron Corporation August 1999 - December 2001
Marathon Oil Company 1988 - 1990
Skills
Derivatives, Commodity, Commodity Markets, Trading, Risk Management, Trading Systems, Equities, Fixed Income, Portfolio Management, Credit Risk, Financial Services, Valuation, Swaps, Options, Financial Modeling, Market Risk, Hedging, Capital Markets, VAR, Technical Analysis, Java, Oracle, C#, Microsoft SQL Server
Education
University of Phoenix 2002 — 2008
Business, Finance
University of Houston 1986 — 1996
Management Information Systems
Scotiabank April 2011 - Present
Scotia Capital May 2009 - April 2011
UBS Investment Bank May 2004 - April 2009
Data, Inc. November 2003 - May 2004
UBS Warburg Energy January 2002 - April 2003
Enron Corporation August 1999 - December 2001
Marathon Oil Company 1988 - 1990
Skills
Derivatives, Commodity, Commodity Markets, Trading, Risk Management, Trading Systems, Equities, Fixed Income, Portfolio Management, Credit Risk, Financial Services, Valuation, Swaps, Options, Financial Modeling, Market Risk, Hedging, Capital Markets, VAR, Technical Analysis, Java, Oracle, C#, Microsoft SQL Server
Education
University of Phoenix 2002 — 2008
Business, Finance
University of Houston 1986 — 1996
Management Information Systems
Amy Tai's UBS Investment Bank Experience January 1996 - December 2000
Job Sr Manager Financial Planning and Analysis
Industry Airlines/Aviation
Experience
United Airlines May 2011 - Present
United Airlines June 2010 - May 2011
United Airlines January 2007 - June 2010
United Airlines 2001 - 2007
UBS Investment Bank January 1996 - December 2000
Skills
Forecasting, Financial Reporting, Hyperion Enterprise, PeopleSoft, Cash Management, Management, Process Improvement, Financial Modeling, Financial Analysis, Business Analysis, Business Process..., Cross-functional Team..., Pricing, Analysis, Strategic Financial..., Analytics, Finance, Hyperion, Operations Management
Education
University of Hertfordshire 1987 — 1991
BEng, Electronics and Electrical
United Airlines May 2011 - Present
United Airlines June 2010 - May 2011
United Airlines January 2007 - June 2010
United Airlines 2001 - 2007
UBS Investment Bank January 1996 - December 2000
Skills
Forecasting, Financial Reporting, Hyperion Enterprise, PeopleSoft, Cash Management, Management, Process Improvement, Financial Modeling, Financial Analysis, Business Analysis, Business Process..., Cross-functional Team..., Pricing, Analysis, Strategic Financial..., Analytics, Finance, Hyperion, Operations Management
Education
University of Hertfordshire 1987 — 1991
BEng, Electronics and Electrical
Ramesh Patchipulusu's UBS Investment Bank Experience June 2002 - November 2003
Job Enterprise Java Developer at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard August 2012 - Present
State Farm September 2008 - August 2012
Gap Inc. January 2005 - September 2008
Yash Technologies June 2004 - December 2004
Convergys December 2003 - May 2004
Convergys December 2003 - May 2004
UBS Investment Bank June 2002 - November 2003
Sabre Airline Solutions February 1999 - December 2001
Education
University of Illinois at Chicago 1997 — 1998
MS, Computer Science
Utkal University 1992 — 1996
BE, Electrical Engineering
Hewlett-Packard August 2012 - Present
State Farm September 2008 - August 2012
Gap Inc. January 2005 - September 2008
Yash Technologies June 2004 - December 2004
Convergys December 2003 - May 2004
Convergys December 2003 - May 2004
UBS Investment Bank June 2002 - November 2003
Sabre Airline Solutions February 1999 - December 2001
Education
University of Illinois at Chicago 1997 — 1998
MS, Computer Science
Utkal University 1992 — 1996
BE, Electrical Engineering
Trent Trujillo's UBS Investment Bank Experience August 2014 - Present
Job Equity Research Associate U.S. REITs at UBS Investment Bank
Industry Investment Management
Experience
UBS Investment Bank August 2014 - Present
NYU Stern School of Business July 2012 - June 2014
UBS Investment Bank June 2013 - August 2013
Mount Yale Capital Group September 2010 - June 2012
Mount Yale Capital Group November 2004 - September 2010
Skills
Financial Analysis, Asset Allocation, Asset Managment, Investment Management, Portfolio Management, Risk Management, Fund Administration, Fund Of Funds, Alternative Investments, Hedge Funds, Investments, Equities, Managed Futures, Mutual Funds, Investor Relations, Bloomberg, Spanish, Equity Research, Due Diligence, Asset Management, Financial Markets
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
MBA, Class of 2014, Finance, General
University of Denver - Daniels College of Business 2000 — 2004
Bachelor of Science in Business Administration, Finance
UBS Investment Bank August 2014 - Present
NYU Stern School of Business July 2012 - June 2014
UBS Investment Bank June 2013 - August 2013
Mount Yale Capital Group September 2010 - June 2012
Mount Yale Capital Group November 2004 - September 2010
Skills
Financial Analysis, Asset Allocation, Asset Managment, Investment Management, Portfolio Management, Risk Management, Fund Administration, Fund Of Funds, Alternative Investments, Hedge Funds, Investments, Equities, Managed Futures, Mutual Funds, Investor Relations, Bloomberg, Spanish, Equity Research, Due Diligence, Asset Management, Financial Markets
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
MBA, Class of 2014, Finance, General
University of Denver - Daniels College of Business 2000 — 2004
Bachelor of Science in Business Administration, Finance
John Ripperger's UBS Investment Bank Experience August 1992 - April 1995
Job Managing Director
Industry Financial Services
Experience
Brevan Howard July 2013 - Present
Ally Financial Inc. March 2011 - June 2013
Tempus Pax January 2009 - September 2009
Bear Stearns & Co April 1995 - March 2007
UBS Investment Bank August 1992 - April 1995
Chemical Bank November 1987 - July 1992
Hilliard Farber and Co. June 1983 - October 1987
Skills
Bloomberg, Capital Markets, Derivatives, Asset Management
Education
University of Delaware - Lerner College of Business and Economics 1979 — 1983
BS, Accounting
Brevan Howard July 2013 - Present
Ally Financial Inc. March 2011 - June 2013
Tempus Pax January 2009 - September 2009
Bear Stearns & Co April 1995 - March 2007
UBS Investment Bank August 1992 - April 1995
Chemical Bank November 1987 - July 1992
Hilliard Farber and Co. June 1983 - October 1987
Skills
Bloomberg, Capital Markets, Derivatives, Asset Management
Education
University of Delaware - Lerner College of Business and Economics 1979 — 1983
BS, Accounting
Pasquale Calabro's UBS Investment Bank Experience May 2011 - Present
Job Emerging Markets at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank May 2011 - Present
Credit Agricole November 2009 - August 2011
Milton Point Capital April 2009 - January 2010
Citigroup 2000 - 2008
Skills
Trading
Education
University of Economics, Prague
UBS Investment Bank May 2011 - Present
Credit Agricole November 2009 - August 2011
Milton Point Capital April 2009 - January 2010
Citigroup 2000 - 2008
Skills
Trading
Education
University of Economics, Prague
David O'Brochta's UBS Investment Bank Experience 2003 - 2008
Job Executive Director at RBS Markets & International Banking
Industry Capital Markets
Experience
RBS Markets & International Banking September 2012 - July 2014
Goldman Sachs April 2008 - July 2012
UBS Investment Bank 2003 - 2008
Education
University of Illinois at Urbana-Champaign - College of Business
MBA
RBS Markets & International Banking September 2012 - July 2014
Goldman Sachs April 2008 - July 2012
UBS Investment Bank 2003 - 2008
Education
University of Illinois at Urbana-Champaign - College of Business
MBA
Colin Coolidge's UBS Investment Bank Experience November 1998 - April 2004
Job Chief Auditor Corporate and Investment Banking at Citi
Industry Financial Services
Experience
Citi March 2014 - Present
UBS July 2012 - March 2014
UBS December 2007 - August 2012
UBS April 2004 - December 2007
UBS Investment Bank November 1998 - April 2004
Federal Reserve Bank of New York April 1991 - November 1998
Education
University of Hartford 1987 — 1991
BA
Fairfield College Preparatory School 1984 — 1987
Citi March 2014 - Present
UBS July 2012 - March 2014
UBS December 2007 - August 2012
UBS April 2004 - December 2007
UBS Investment Bank November 1998 - April 2004
Federal Reserve Bank of New York April 1991 - November 1998
Education
University of Hartford 1987 — 1991
BA
Fairfield College Preparatory School 1984 — 1987
Alex Heidbreder's UBS Investment Bank Experience 2002 - 2004
Job Senior Research Analyst
Industry Investment Management
Experience
Davidson Kempner Capital Management November 2014 - Present
Millennium Management 2005 - 2014
UBS Investment Bank 2002 - 2004
Education
University of Illinois at Urbana-Champaign 1993 — 1997
BS, Finance
Illinois Mathematics and Science Academy
Davidson Kempner Capital Management November 2014 - Present
Millennium Management 2005 - 2014
UBS Investment Bank 2002 - 2004
Education
University of Illinois at Urbana-Champaign 1993 — 1997
BS, Finance
Illinois Mathematics and Science Academy
Hector Robles's UBS Investment Bank Experience October 2006 - December 2009
Job Head of Electronic Trading Sales at Mizuho Securities USA
Industry Financial Services
Experience
Mizuho Securities USA Inc 2010 - Present
UBS Investment Bank October 2006 - December 2009
UBS Investment Bank October 2006 - December 2009
ABN AMRO June 2001 - September 2006
Skills
Electronic Trading, Derivatives, Trading Systems, Options, Trading, Commodity, Equities, Fixed Income, Financial Markets, Capital Markets, Structured Products, Proprietary Trading, Securities, Hedge Funds, FX trading, ETFs, Hedging, Prime Brokerage, Interest Rate..., Alternative Investments, Middle Office, Low Latency, Currency, Bloomberg, Market Data, FINRA, Equity Trading, Investment Banking, Trading Strategies, Swaps, Series 7, Technical Analysis, Portfolio Management
Education
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelors Degree, Finance
Mizuho Securities USA Inc 2010 - Present
UBS Investment Bank October 2006 - December 2009
UBS Investment Bank October 2006 - December 2009
ABN AMRO June 2001 - September 2006
Skills
Electronic Trading, Derivatives, Trading Systems, Options, Trading, Commodity, Equities, Fixed Income, Financial Markets, Capital Markets, Structured Products, Proprietary Trading, Securities, Hedge Funds, FX trading, ETFs, Hedging, Prime Brokerage, Interest Rate..., Alternative Investments, Middle Office, Low Latency, Currency, Bloomberg, Market Data, FINRA, Equity Trading, Investment Banking, Trading Strategies, Swaps, Series 7, Technical Analysis, Portfolio Management
Education
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelors Degree, Finance
Amber Pennock's UBS Investment Bank Experience August 2005 - September 2006
Job Medical Device Marketing
Industry Medical Devices
Experience
Zimmer Spine August 2012 - April 2015
Zimmer Spine June 2010 - August 2012
TASH January 2007 - June 2008
UBS Investment Bank August 2005 - September 2006
Education
University of Minnesota - Carlson School of Management 2008 — 2010
Master of Business Administration (MBA), Marketing and Strategy
University of Florida 2001 — 2005
Bachelor of Arts (B.A.), Economics
Zimmer Spine August 2012 - April 2015
Zimmer Spine June 2010 - August 2012
TASH January 2007 - June 2008
UBS Investment Bank August 2005 - September 2006
Education
University of Minnesota - Carlson School of Management 2008 — 2010
Master of Business Administration (MBA), Marketing and Strategy
University of Florida 2001 — 2005
Bachelor of Arts (B.A.), Economics
Sudhanshu Jain CSM®'s UBS Investment Bank Experience May 2010 - January 2011
Job Associate at JP Morgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase October 2012 - Present
SmartStream Technologies January 2011 - September 2012
UBS Investment Bank May 2010 - January 2011
Capgemini September 2009 - August 2010
Infosys Technologies July 2006 - August 2009
Skills
Investment Banking, TLM, Oracle SQL, Business Analysis, Derivatives, SWIFT, Capital Markets, PL/SQL, Unix, Requirements Analysis, SQL, Weblogic, Software Project..., Consulting, Autosys, Agile Methodologies, ETL, Informatica, Java Enterprise Edition, Sybase, Oracle, SDLC, Requirements Gathering, Scrum, Shell Scripting, Solution Architecture, Team Management, Vendor Management, Microsoft SQL Server, Banking, Data Warehousing, Project Management, Business Intelligence, Financial Services
Education
University of Delaware
Master of Business Administration (M.B.A.), Finance, General, A
University of Rajasthan 2002 — 2006
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering, A
Maheshwari Public School
JPMorgan Chase October 2012 - Present
SmartStream Technologies January 2011 - September 2012
UBS Investment Bank May 2010 - January 2011
Capgemini September 2009 - August 2010
Infosys Technologies July 2006 - August 2009
Skills
Investment Banking, TLM, Oracle SQL, Business Analysis, Derivatives, SWIFT, Capital Markets, PL/SQL, Unix, Requirements Analysis, SQL, Weblogic, Software Project..., Consulting, Autosys, Agile Methodologies, ETL, Informatica, Java Enterprise Edition, Sybase, Oracle, SDLC, Requirements Gathering, Scrum, Shell Scripting, Solution Architecture, Team Management, Vendor Management, Microsoft SQL Server, Banking, Data Warehousing, Project Management, Business Intelligence, Financial Services
Education
University of Delaware
Master of Business Administration (M.B.A.), Finance, General, A
University of Rajasthan 2002 — 2006
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering, A
Maheshwari Public School
Vincenzo M DiLullo's UBS Investment Bank Experience 2005 - Present
Job Executive Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank 2005 - Present
UBS Wealth Management 1999 - 2004
PaineWebber, Inc. 1996 - 1999
Skills
Structured Products, Equities, Derivatives, Fixed Income, Commodity, Regulatory Requirements, Capital Markets, Bloomberg, Financial Markets, Valuation, Investments, Wealth Management, Asset Allocation, Financial Services, Hedge Funds, Series 7, Series 63, Alternative Investments
Education
University of Hartford 1992 — 1996
Bachelor of Science (B.S.) in Business
UBS Investment Bank 2005 - Present
UBS Wealth Management 1999 - 2004
PaineWebber, Inc. 1996 - 1999
Skills
Structured Products, Equities, Derivatives, Fixed Income, Commodity, Regulatory Requirements, Capital Markets, Bloomberg, Financial Markets, Valuation, Investments, Wealth Management, Asset Allocation, Financial Services, Hedge Funds, Series 7, Series 63, Alternative Investments
Education
University of Hartford 1992 — 1996
Bachelor of Science (B.S.) in Business
Lisa Feminello's UBS Investment Bank Experience February 2005 - Present
Job Dermatology Sales at Rodan + Fields Dermatologists
Industry Investment Banking
Experience
Rodan + Fields Dermatologists February 2013 - Present
UBS Investment Bank February 2005 - Present
JPMorgan Chase August 1999 - January 2006
Education
University of Delaware - Lerner College of Business and Economics 1995 — 1999
Bachelor of Science Business Administration, Finance and Information Systems
Rodan + Fields Dermatologists February 2013 - Present
UBS Investment Bank February 2005 - Present
JPMorgan Chase August 1999 - January 2006
Education
University of Delaware - Lerner College of Business and Economics 1995 — 1999
Bachelor of Science Business Administration, Finance and Information Systems
Karl Fitzpatrick's UBS Investment Bank Experience 2010 - 2011
Job Sr Financial Analyst at BMO Harris Bank
Industry Information Technology and Services
Experience
BMO Harris Bank 2011 - June 2013
UBS Investment Bank 2010 - 2011
CNA Insurance 2000 - 2009
CNA Insurance 1997 - 2009
Skills
Vendor Management, Access, Financial Analysis, Analysis, Forecasting, Budgets, PeopleSoft, Strategic Financial..., Financial Modeling, Finance, Accounting, Insurance, Microsoft Excel, Process Improvement, Business Analysis, PowerPoint, Risk Management, Business Process..., Program Management, Change Management, Microsoft Office, Project Management, Management, Data Analysis
Education
University of Illinois at Chicago 1994 — 1996
MBA
BMO Harris Bank 2011 - June 2013
UBS Investment Bank 2010 - 2011
CNA Insurance 2000 - 2009
CNA Insurance 1997 - 2009
Skills
Vendor Management, Access, Financial Analysis, Analysis, Forecasting, Budgets, PeopleSoft, Strategic Financial..., Financial Modeling, Finance, Accounting, Insurance, Microsoft Excel, Process Improvement, Business Analysis, PowerPoint, Risk Management, Business Process..., Program Management, Change Management, Microsoft Office, Project Management, Management, Data Analysis
Education
University of Illinois at Chicago 1994 — 1996
MBA
Evelyn Hagenow's UBS Investment Bank Experience November 2005 - Present
Job Executive Assistant at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank November 2005 - Present
DaimlerChrysler 1997 - 2005
DaimlerChrysler Services AG 1997 - 2005
Mercedes Benz Credit Corporation 1997 - 2005
MBCC 1997 - 2005
Beiersdorf AG 1990 - 1997
Skills
Administrative Support, Outlook, Lotus Notes, Spreadsheets
Education
Universität Hamburg / University of Hamburg
Bachelor's degree, Education, German and English for Middle School Teaching
UBS Investment Bank November 2005 - Present
DaimlerChrysler 1997 - 2005
DaimlerChrysler Services AG 1997 - 2005
Mercedes Benz Credit Corporation 1997 - 2005
MBCC 1997 - 2005
Beiersdorf AG 1990 - 1997
Skills
Administrative Support, Outlook, Lotus Notes, Spreadsheets
Education
Universität Hamburg / University of Hamburg
Bachelor's degree, Education, German and English for Middle School Teaching
Andrew Wedderburn's UBS Investment Bank Experience August 2012 - Present
Job Director US Regulatory Reform at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank August 2012 - Present
UBS Investment Bank April 2010 - July 2012
UBS Investment Bank April 2008 - April 2010
UBS Investment Bank June 2005 - March 2008
HSBC Global Banking and Markets February 2005 - June 2005
Skills
Financial Regulation, Regulatory Requirements, Dodd-Frank, Project Management, Operations Management, Management, Data Analysis, Business Networking, Middle Office, Derivatives, Investment Banking, Electronic Trading, Fixed Income
Education
University of Johannesburg 2002 — 2004
BCom Marketing, Logistics, Marketing Communication, Business Management, Marketing Management
St John's College 1989 — 1999
UBS Investment Bank August 2012 - Present
UBS Investment Bank April 2010 - July 2012
UBS Investment Bank April 2008 - April 2010
UBS Investment Bank June 2005 - March 2008
HSBC Global Banking and Markets February 2005 - June 2005
Skills
Financial Regulation, Regulatory Requirements, Dodd-Frank, Project Management, Operations Management, Management, Data Analysis, Business Networking, Middle Office, Derivatives, Investment Banking, Electronic Trading, Fixed Income
Education
University of Johannesburg 2002 — 2004
BCom Marketing, Logistics, Marketing Communication, Business Management, Marketing Management
St John's College 1989 — 1999
Raju Mukherjee's UBS Investment Bank Experience 2006 - 2009
Job Senior Software Engineer at Bloomberg
Industry Information Technology and Services
Tanmay Patwardhan's UBS Investment Bank Experience March 2010 - April 2010
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2015 - Present
JP Morgan April 2010 - February 2015
UBS Investment Bank March 2010 - April 2010
UBS Investment Bank March 2006 - February 2010
UBS Investment Bank May 2002 - February 2006
Education
University of Iowa 2000 — 2002
Masters, Computer Science
University of Mumbai 1996 — 2000
Bachelors, Computer Engineering
J.P. Morgan February 2015 - Present
JP Morgan April 2010 - February 2015
UBS Investment Bank March 2010 - April 2010
UBS Investment Bank March 2006 - February 2010
UBS Investment Bank May 2002 - February 2006
Education
University of Iowa 2000 — 2002
Masters, Computer Science
University of Mumbai 1996 — 2000
Bachelors, Computer Engineering
Danielle Gilbert's UBS Investment Bank Experience 2003 - 2009
Job Managing Director at RW Pressprich
Industry Financial Services
Experience
RW Pressprich 2009 - Present
UBS Investment Bank 2003 - 2009
IBM 2001 - 2003
Skills
Capital Markets, Fixed Income, Structured Products, Hedge Funds, High Yield, Bloomberg, Valuation, Investment Banking, Bonds, Structured Finance, Trading
Education
University of Illinois at Urbana-Champaign 1996 — 2000
BS, Industrial Engineering
RW Pressprich 2009 - Present
UBS Investment Bank 2003 - 2009
IBM 2001 - 2003
Skills
Capital Markets, Fixed Income, Structured Products, Hedge Funds, High Yield, Bloomberg, Valuation, Investment Banking, Bonds, Structured Finance, Trading
Education
University of Illinois at Urbana-Champaign 1996 — 2000
BS, Industrial Engineering
Noriko Utzig's UBS Investment Bank Experience June 2011 - Present
Job Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank June 2011 - Present
University of Pennsylvania - The Wharton School August 2009 - May 2011
U.S. Army April 2007 - September 2009
U.S. Army October 2004 - April 2007
U.S. Army May 2002 - September 2004
Skills
Analytics, Business Continuity, Business Continuity..., Business Strategy, Crisis Management, Disaster Recovery, Emergency Management, Leadership, Management, Military, Operational Planning, Risk Assessment, Strategy, Training, Analysis, Strategic Planning, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Strategy, Organizational Effectiveness
University of Georgia - Terry College of Business 1998 — 2002
BBA, Management Information Systems
FINRA
Series 7 - General Securities Representative
DRI International
CBCP, Business Continuity
UBS Investment Bank June 2011 - Present
University of Pennsylvania - The Wharton School August 2009 - May 2011
U.S. Army April 2007 - September 2009
U.S. Army October 2004 - April 2007
U.S. Army May 2002 - September 2004
Skills
Analytics, Business Continuity, Business Continuity..., Business Strategy, Crisis Management, Disaster Recovery, Emergency Management, Leadership, Management, Military, Operational Planning, Risk Assessment, Strategy, Training, Analysis, Strategic Planning, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Strategy, Organizational Effectiveness
University of Georgia - Terry College of Business 1998 — 2002
BBA, Management Information Systems
FINRA
Series 7 - General Securities Representative
DRI International
CBCP, Business Continuity
Annette Diaz's UBS Investment Bank Experience 1997 - 2002
Job Assistant Property Manager at Cushman & Wakefield
Industry Financial Services
Experience
Cushman & Wakefield March 2013 - Present
UBS 2002 - November 2012
Apple October 2007 - February 2008
UBS Investment Bank 1997 - 2002
UBS Warburg 1994 - 1997
Swiss Bank Corporation / O'Connor Associates October 1991 - 1994
Skills
Vendor Management, Project Management, Enviromental, LEED projects, Archibus, AutoCAD Architecture, Space-planning, Spanish, Team Leadership, Photography, Fine Art, Construction Management, Construction Drawings, Construction Safety, Construction Law, IT Strategy, Contract Management, MS Project, Strategy, Portfolio Management, Budgets, Management, Space planning, Architecture, Business Continuity, Disaster Recovery, Data Center, RFP, Negotiation, Leadership, Human Resources, Change Management, Contract Negotiation, Capital Markets, Infrastructure, Financial Services, Project Planning, Security, Program Management, Team Building, Training, Outsourcing, Time Management, Project Delivery, Analysis, Facilities Management, Finance, Executive Management
Education
University of Illinois at Chicago 1986 — 1989
Bachelor of Arts (BA)
Cushman & Wakefield March 2013 - Present
UBS 2002 - November 2012
Apple October 2007 - February 2008
UBS Investment Bank 1997 - 2002
UBS Warburg 1994 - 1997
Swiss Bank Corporation / O'Connor Associates October 1991 - 1994
Skills
Vendor Management, Project Management, Enviromental, LEED projects, Archibus, AutoCAD Architecture, Space-planning, Spanish, Team Leadership, Photography, Fine Art, Construction Management, Construction Drawings, Construction Safety, Construction Law, IT Strategy, Contract Management, MS Project, Strategy, Portfolio Management, Budgets, Management, Space planning, Architecture, Business Continuity, Disaster Recovery, Data Center, RFP, Negotiation, Leadership, Human Resources, Change Management, Contract Negotiation, Capital Markets, Infrastructure, Financial Services, Project Planning, Security, Program Management, Team Building, Training, Outsourcing, Time Management, Project Delivery, Analysis, Facilities Management, Finance, Executive Management
Education
University of Illinois at Chicago 1986 — 1989
Bachelor of Arts (BA)
Jeffrey A. Schlesinger's UBS Investment Bank Experience 1995 - 2009
Job MMJ Ventures
Industry Financial Services
Experience
Reltio, Inc October 2014 - Present
MMJ Ventures July 2012 - Present
NSB Advisors December 2011 - July 2012
Brown Advisory July 2009 - December 2011
UBS Investment Bank 1995 - 2009
Education
University of Denver 1984 — 1986
Master of Business Administration (M.B.A.), Finance, General
University of Virginia 1980 — 1982
Bachelor's Degree, Economics
Reltio, Inc October 2014 - Present
MMJ Ventures July 2012 - Present
NSB Advisors December 2011 - July 2012
Brown Advisory July 2009 - December 2011
UBS Investment Bank 1995 - 2009
Education
University of Denver 1984 — 1986
Master of Business Administration (M.B.A.), Finance, General
University of Virginia 1980 — 1982
Bachelor's Degree, Economics
Murali Vadlapatla's UBS Investment Bank Experience March 2011 - Present
Job at
Industry Financial Services
Experience
UBS Investment Bank March 2011 - Present
UBS Investment Bank July 2008 - February 2011
Education
University of Illinois at Urbana-Champaign
Computer science, Exchange
University of Melbourne
BE & BCOM, Software engineering & finance
UBS Investment Bank March 2011 - Present
UBS Investment Bank July 2008 - February 2011
Education
University of Illinois at Urbana-Champaign
Computer science, Exchange
University of Melbourne
BE & BCOM, Software engineering & finance
Ashley Sue Hedges's UBS Investment Bank Experience June 2009 - July 2009
Job Sr. Product Manager at Amazon
Industry Internet
Experience
NYU Stern School of Business August 2014 - Present
Amazon June 2015 - August 2015
Intent Media Inc. February 2015 - May 2015
The Home Depot July 2012 - July 2014
SunTrust Robinson Humphrey July 2010 - July 2012
UBS Investment Bank June 2009 - July 2009
Skills
Investment Banking, Financial Modeling, Valuation, Finance, Strategy, Corporate Finance, Financial Analysis, Business Strategy, Business Analysis, Mergers & Acquisitions, Competitive Analysis, Due Diligence, Private Equity, Portfolio Management, Bloomberg, Equities, Investments, Asset Management, Sales, Credit Analysis, Risk Management, Business Development, Retail, Venture Capital, Project Management, Leadership, Team Leadership
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
University of Georgia - Terry College of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
NYU Stern School of Business August 2014 - Present
Amazon June 2015 - August 2015
Intent Media Inc. February 2015 - May 2015
The Home Depot July 2012 - July 2014
SunTrust Robinson Humphrey July 2010 - July 2012
UBS Investment Bank June 2009 - July 2009
Skills
Investment Banking, Financial Modeling, Valuation, Finance, Strategy, Corporate Finance, Financial Analysis, Business Strategy, Business Analysis, Mergers & Acquisitions, Competitive Analysis, Due Diligence, Private Equity, Portfolio Management, Bloomberg, Equities, Investments, Asset Management, Sales, Credit Analysis, Risk Management, Business Development, Retail, Venture Capital, Project Management, Leadership, Team Leadership
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
University of Georgia - Terry College of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Emily Horowitz's UBS Investment Bank Experience August 2004 - September 2005
Job Marketing Manager at Cengage Learning
Industry Publishing
Experience
Cengage Learning June 2013 - Present
Pearson Education March 2007 - May 2013
John Wiley and Sons September 2005 - February 2007
UBS Investment Bank August 2004 - September 2005
Skills
Sales, Marketing Communications, Digital Strategy, E-Learning, Sales Presentations, Project Management, Educational Technology, Publishing, Ebooks, Training, Content Strategy, Marketing Strategy, Online Publishing, Editorial, Books, Content Development, Academic Publishing, Content Management, Copy Editing, Marketing, Custom Publishing, Publications
Education
University of Delaware 2000 — 2004
BA, English, History
Cengage Learning June 2013 - Present
Pearson Education March 2007 - May 2013
John Wiley and Sons September 2005 - February 2007
UBS Investment Bank August 2004 - September 2005
Skills
Sales, Marketing Communications, Digital Strategy, E-Learning, Sales Presentations, Project Management, Educational Technology, Publishing, Ebooks, Training, Content Strategy, Marketing Strategy, Online Publishing, Editorial, Books, Content Development, Academic Publishing, Content Management, Copy Editing, Marketing, Custom Publishing, Publications
Education
University of Delaware 2000 — 2004
BA, English, History
Diana Yang's UBS Investment Bank Experience June 2012 - August 2012
Job Associate at Primus Capital
Industry Venture Capital & Private Equity
Experience
Primus Capital Funds July 2015 - Present
William Blair & Company June 2013 - June 2015
UBS Investment Bank June 2012 - August 2012
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelor of Science
Primus Capital Funds July 2015 - Present
William Blair & Company June 2013 - June 2015
UBS Investment Bank June 2012 - August 2012
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelor of Science
Matthew Keelan's UBS Investment Bank Experience 2003 - 2005
Job Senior Developer at Music Dealers
Industry Internet
Experience
Music Dealers (MusicDealers.com) December 2013 - Present
Real Network Solutions, Inc. February 2008 - December 2013
Motorola 2005 - 2008
UBS Investment Bank 2003 - 2005
Skills
XML, Microsoft SQL Server, SQL, Java, JavaScript, Web Applications, Linux, PHP, Git, Ubuntu, Subversion, Apache, Shell Scripting, Bash
Education
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelor of Science (B.S.), Computer Science
Marist High School
Music Dealers (MusicDealers.com) December 2013 - Present
Real Network Solutions, Inc. February 2008 - December 2013
Motorola 2005 - 2008
UBS Investment Bank 2003 - 2005
Skills
XML, Microsoft SQL Server, SQL, Java, JavaScript, Web Applications, Linux, PHP, Git, Ubuntu, Subversion, Apache, Shell Scripting, Bash
Education
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelor of Science (B.S.), Computer Science
Marist High School
Stefan Lloyd's UBS Investment Bank Experience August 2001 - July 2002
Job Almont Capital Founding Partner
Industry
Experience
University of Texas at Dallas 2013 - Present
Swedish-American Chamber of Commerce - Texas January 2013 - Present
Almont Capital May 2009 - Present
Lexington Diversified Investment Group August 2010 - Present
Swedish-American Chamber of Commerce - Texas January 2012 - January 2013
Gugner Partners May 2004 - January 2009
ORN Capital July 2002 - May 2004
UBS Investment Bank August 2001 - July 2002
Maersk Group August 1997 - June 1999
Swedish Marine Corps October 1996 - July 1997
Skills
Hedge Funds, Asset Managment, Investments, Management Consulting, Equities, Portfolio Management, Negotiation, Asset Management
Education
University of Gothenburg 1999 — 2001
Master of Science (MSc), Finance, Economics
University of Texas at Dallas 2013 - Present
Swedish-American Chamber of Commerce - Texas January 2013 - Present
Almont Capital May 2009 - Present
Lexington Diversified Investment Group August 2010 - Present
Swedish-American Chamber of Commerce - Texas January 2012 - January 2013
Gugner Partners May 2004 - January 2009
ORN Capital July 2002 - May 2004
UBS Investment Bank August 2001 - July 2002
Maersk Group August 1997 - June 1999
Swedish Marine Corps October 1996 - July 1997
Skills
Hedge Funds, Asset Managment, Investments, Management Consulting, Equities, Portfolio Management, Negotiation, Asset Management
Education
University of Gothenburg 1999 — 2001
Master of Science (MSc), Finance, Economics
Saira Malik, MBA's UBS Investment Bank Experience December 1998 - February 2004
Job Atlantic Accountable Care Organization Data Analyst Level III
Industry Hospital & Health Care
Experience
Atlantic Health September 2012 - Present
Hunterdon Medical Center September 2010 - August 2012
Overlook Medical Center March 2012 - June 2012
UBS Investment Bank December 1998 - February 2004
Scudder Investments September 1995 - February 1998
MCI Telecommunications Corporation June 1995 - August 1995
Skills
Healthcare, Sales, Team Building, Data Analysis, Clinical Research, Marketing, Project Management
Education
Keller Graduate School of Management of DeVry University 2009 — 2012
MBA, Healthcare Services & Information System Management, 4.0/4.0
University of Illinois at Chicago 1991 — 1995
Bachelor of Science, Finance, Dean's list Spring 1995
Atlantic Health September 2012 - Present
Hunterdon Medical Center September 2010 - August 2012
Overlook Medical Center March 2012 - June 2012
UBS Investment Bank December 1998 - February 2004
Scudder Investments September 1995 - February 1998
MCI Telecommunications Corporation June 1995 - August 1995
Skills
Healthcare, Sales, Team Building, Data Analysis, Clinical Research, Marketing, Project Management
Education
Keller Graduate School of Management of DeVry University 2009 — 2012
MBA, Healthcare Services & Information System Management, 4.0/4.0
University of Illinois at Chicago 1991 — 1995
Bachelor of Science, Finance, Dean's list Spring 1995
Darryl Cooke's UBS Investment Bank Experience May 2002 - February 2009
Job VP Equity Finance Sales at ConvergEx Group
Industry Information Technology and Services
Experience
ConvergEx Group August 2013 - Present
Knight Trading Group September 2012 - July 2013
SunGard February 2009 - August 2012
UBS Investment Bank May 2002 - February 2009
Charles Schwab & Co., Inc June 1998 - May 2002
Education
University of Delaware 1993 — 1997
BS, Finance
ConvergEx Group August 2013 - Present
Knight Trading Group September 2012 - July 2013
SunGard February 2009 - August 2012
UBS Investment Bank May 2002 - February 2009
Charles Schwab & Co., Inc June 1998 - May 2002
Education
University of Delaware 1993 — 1997
BS, Finance
Doug Sikora's UBS Investment Bank Experience July 1997 - June 2000
Job Executive Director at Mizuho Securities USA Inc.
Industry Financial Services
Experience
Mizuho Securities USA Inc. November 2003 - Present
HSBC Global Banking and Markets December 2000 - November 2003
UBS Investment Bank July 1997 - June 2000
Skills
Equities, Series 7, Hedge Funds, Investments, Capital Markets, Series 63, Bloomberg, Japanese Culture, Japanese Business..., Japanese Market
Education
University of Hawaii at Manoa 1994 — 1996
Master of Business Administration (M.B.A.)
Villanova University 1988 — 1992
BA, Liberal Arts
Mizuho Securities USA Inc. November 2003 - Present
HSBC Global Banking and Markets December 2000 - November 2003
UBS Investment Bank July 1997 - June 2000
Skills
Equities, Series 7, Hedge Funds, Investments, Capital Markets, Series 63, Bloomberg, Japanese Culture, Japanese Business..., Japanese Market
Education
University of Hawaii at Manoa 1994 — 1996
Master of Business Administration (M.B.A.)
Villanova University 1988 — 1992
BA, Liberal Arts
Ken Corso's UBS Investment Bank Experience 1994 - Present
Job Executive Director, Global Equity Derivatives, Electronic Execution at UBS Investment Bank
Industry
Experience
UBS Investment Bank 1994 - Present
Roeger, Walker and Bahls 1989 - 1994
Skills
Derivatives, Microsoft Excel, Commodity, Equities, Equity Derivatives, Trading, Options, Hedge Funds, Prime Brokerage, Capital Markets, Financial Markets, Structured Products, Credit Derivatives, Trading Systems
Education
Villanova University School of Law 1986 — 1989
Doctor of Law (J.D.)
University of Delaware 1982 — 1986
Bachelor of Business Administration (B.B.A.), Finance, General
UBS Investment Bank 1994 - Present
Roeger, Walker and Bahls 1989 - 1994
Skills
Derivatives, Microsoft Excel, Commodity, Equities, Equity Derivatives, Trading, Options, Hedge Funds, Prime Brokerage, Capital Markets, Financial Markets, Structured Products, Credit Derivatives, Trading Systems
Education
Villanova University School of Law 1986 — 1989
Doctor of Law (J.D.)
University of Delaware 1982 — 1986
Bachelor of Business Administration (B.B.A.), Finance, General
Gregory Nastali's UBS Investment Bank Experience January 2000 - August 2011
Job Senior Examiner at FINRA
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) December 2014 - Present
CBOE June 2014 - December 2014
CBOE November 2011 - June 2014
UBS Investment Bank January 2000 - August 2011
Paine Webber February 1980 - January 2000
Skills
Options, Trading, Electronic Trading, Back Office, Derivatives, Trading Systems, Technical Analysis, Equities, Securities, Hedge Funds, Financial Markets, FINRA, Wealth Management, Fixed Income, Equity Trading, Series 7
Education
University of Illinois at Chicago 1975 — 1979
Bachelor of Arts, Psychology
Lane Technical High School 1971 — 1975
Financial Industry Regulatory Authority (FINRA) December 2014 - Present
CBOE June 2014 - December 2014
CBOE November 2011 - June 2014
UBS Investment Bank January 2000 - August 2011
Paine Webber February 1980 - January 2000
Skills
Options, Trading, Electronic Trading, Back Office, Derivatives, Trading Systems, Technical Analysis, Equities, Securities, Hedge Funds, Financial Markets, FINRA, Wealth Management, Fixed Income, Equity Trading, Series 7
Education
University of Illinois at Chicago 1975 — 1979
Bachelor of Arts, Psychology
Lane Technical High School 1971 — 1975
Andy Carolan's UBS Investment Bank Experience March 2004 - Present
Job Sales/Trading at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank March 2004 - Present
o'connor June 1996 - April 2002
Education
University of Iowa 1992 — 1996
ba, finance
Loyola Academy
UBS Investment Bank March 2004 - Present
o'connor June 1996 - April 2002
Education
University of Iowa 1992 — 1996
ba, finance
Loyola Academy
Ameer Ahmad's UBS Investment Bank Experience July 2006 - September 2007
Job Partner at Greenberg Traurig, LLP
Industry Law Practice
Experience
Greenberg Traurig, LLP February 2013 - Present
DLA Piper February 2011 - February 2013
Paul Hastings September 2007 - February 2011
UBS Investment Bank July 2006 - September 2007
Kirkland & Ellis LLP September 2001 - July 2006
Sara Lee 2005 - 2006
Education
University of Illinois College of Law 1998 — 2001
Doctor of Law (JD)
University of Illinois at Urbana-Champaign 1993 — 1998
Bachelor of Science (BS), Finance and Economics
Greenberg Traurig, LLP February 2013 - Present
DLA Piper February 2011 - February 2013
Paul Hastings September 2007 - February 2011
UBS Investment Bank July 2006 - September 2007
Kirkland & Ellis LLP September 2001 - July 2006
Sara Lee 2005 - 2006
Education
University of Illinois College of Law 1998 — 2001
Doctor of Law (JD)
University of Illinois at Urbana-Champaign 1993 — 1998
Bachelor of Science (BS), Finance and Economics
Joseph Ruttle's UBS Investment Bank Experience April 2004 - October 2008
Job Financial Services
Industry Financial Services
Experience
Tiedemann Investment Group September 2012 - Present
RBC Capital Markets December 2008 - December 2011
UBS Investment Bank April 2004 - October 2008
UBS Investment Bank November 2000 - April 2004
Paine Webber February 1999 - November 2000
Skills
ABS, Options, Securities, Trading, Valuation, Portfolio Management, Hedge Funds, Investment Banking, Risk Management
Education
University of Hawaii - College of Business Administration
Bachelor of Business Administration (B.B.A.), Finance
Tiedemann Investment Group September 2012 - Present
RBC Capital Markets December 2008 - December 2011
UBS Investment Bank April 2004 - October 2008
UBS Investment Bank November 2000 - April 2004
Paine Webber February 1999 - November 2000
Skills
ABS, Options, Securities, Trading, Valuation, Portfolio Management, Hedge Funds, Investment Banking, Risk Management
Education
University of Hawaii - College of Business Administration
Bachelor of Business Administration (B.B.A.), Finance
Anna Babar's UBS Investment Bank Experience March 2005 - January 2006
Job Copy writer
Industry Public Relations and Communications
Experience
Self-employed January 2006 - Present
UBS Investment Bank March 2005 - January 2006
CNA Insurance October 2002 - April 2005
Skills
Copywriting, Content Management, Digital Strategy, Corporate Communications, Integrated Marketing, Social Media, Marketing Communications, Blogging, Social Media Marketing, Internal Communications, Content Strategy, Email Marketing, Online Advertising, SEO, Editing, Web Content, Project Management, Technical Writing
Education
University of Illinois at Chicago 1998 — 2001
Bachelor of Science (BS), Information and Decision Science
Self-employed January 2006 - Present
UBS Investment Bank March 2005 - January 2006
CNA Insurance October 2002 - April 2005
Skills
Copywriting, Content Management, Digital Strategy, Corporate Communications, Integrated Marketing, Social Media, Marketing Communications, Blogging, Social Media Marketing, Internal Communications, Content Strategy, Email Marketing, Online Advertising, SEO, Editing, Web Content, Project Management, Technical Writing
Education
University of Illinois at Chicago 1998 — 2001
Bachelor of Science (BS), Information and Decision Science
James Primavesi's UBS Investment Bank Experience 2007 - 2008
Job Vice President, Equity Derivatives Trading at Banco Santander
Industry Banking
Experience
Banco Santander June 2013 - Present
Banco Santander September 2011 - May 2013
Banco Santander February 2010 - August 2011
UBS Investment Bank 2007 - 2008
J.P. Morgan 2005 - 2006
Skills
Equity Derivatives, Financial Structuring, MBS, Microsoft Office, Equities, Structured Products, Investment Banking, Trading, Derivatives, Capital Markets, Financial Markets, Fixed Income, Banking, Finance, Bloomberg
Education
University of Exeter 2002 — 2005
Bachelor of Science (BSc), Mathematics and Physics, Class 1
Banco Santander June 2013 - Present
Banco Santander September 2011 - May 2013
Banco Santander February 2010 - August 2011
UBS Investment Bank 2007 - 2008
J.P. Morgan 2005 - 2006
Skills
Equity Derivatives, Financial Structuring, MBS, Microsoft Office, Equities, Structured Products, Investment Banking, Trading, Derivatives, Capital Markets, Financial Markets, Fixed Income, Banking, Finance, Bloomberg
Education
University of Exeter 2002 — 2005
Bachelor of Science (BSc), Mathematics and Physics, Class 1