UBS Investment Bank
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UBS Investment Bank Employees
Employee
Years
Job
Industry
Neil-Brian Samen Neil-Brian Samen's UBS Investment Bank Experience April 2010 - November 2011
Job Investment Associate at Prudential Capital Group
Industry Investment Management
Experience
Standard & Poor's June 2014 - August 2014
Deutsche Bank December 2011 - May 2013
UBS Investment Bank April 2010 - November 2011
Skills
Investments, Private Equity, Venture Capital, Financial Modeling, Emerging Markets, Due Diligence, Trading, Mutual Funds, Fixed Income, Options, Equity Valuation, Valuation, Hedge Funds, Equities, Derivatives, Capital Markets, Commodity, LBO, Equity Research, Bloomberg, DCF, Corporate Finance
Education
Yale University - Yale School of Management 2013 — 2015
Master of Business Administration (MBA)
University of Maryland - Robert H. Smith School of Business 2005 — 2009
Bachelor of Science (B.S.), Finance, Operations Mgmt.
Standard & Poor's June 2014 - August 2014
Deutsche Bank December 2011 - May 2013
UBS Investment Bank April 2010 - November 2011
Skills
Investments, Private Equity, Venture Capital, Financial Modeling, Emerging Markets, Due Diligence, Trading, Mutual Funds, Fixed Income, Options, Equity Valuation, Valuation, Hedge Funds, Equities, Derivatives, Capital Markets, Commodity, LBO, Equity Research, Bloomberg, DCF, Corporate Finance
Education
Yale University - Yale School of Management 2013 — 2015
Master of Business Administration (MBA)
University of Maryland - Robert H. Smith School of Business 2005 — 2009
Bachelor of Science (B.S.), Finance, Operations Mgmt.
Nicholas Gigantes Nicholas Gigantes's UBS Investment Bank Experience May 2006 - August 2006
Job GE Capital Commercial Associate
Industry Financial Services
Experience
American Express July 2007 - May 2013
UBS Investment Bank May 2006 - August 2006
Skills
Risk Management, Payments, Strategy, Vendor Management, Credit Cards, Credit, Process Improvement, Call Centers, Business Analysis, Leadership, Banking, Team Leadership, Business Strategy, Analysis, Financial Modeling, Financial Services, Management, Portfolio Management, Program Management, Sales, Relationship Management, CRM, Analytics, Finance, Business Process..., Customer Experience, Financial Analysis
Education
University of Notre Dame - Mendoza College of Business 2013 — 2014
Master of Business Administration (MBA), Corporate Finance
University of Miami - School of Business 2003 — 2007
Bachelor of Business Administration (BBA), Finance, Entrepreneurship
American Express July 2007 - May 2013
UBS Investment Bank May 2006 - August 2006
Skills
Risk Management, Payments, Strategy, Vendor Management, Credit Cards, Credit, Process Improvement, Call Centers, Business Analysis, Leadership, Banking, Team Leadership, Business Strategy, Analysis, Financial Modeling, Financial Services, Management, Portfolio Management, Program Management, Sales, Relationship Management, CRM, Analytics, Finance, Business Process..., Customer Experience, Financial Analysis
Education
University of Notre Dame - Mendoza College of Business 2013 — 2014
Master of Business Administration (MBA), Corporate Finance
University of Miami - School of Business 2003 — 2007
Bachelor of Business Administration (BBA), Finance, Entrepreneurship
Robert Seo Robert Seo's UBS Investment Bank Experience July 2005 - June 2008
Job
Industry Internet
Experience
Slidejoy September 2013 - Present
Goldman Sachs January 2010 - July 2010
UBS Investment Bank July 2005 - June 2008
United States Marine Corps June 2000 - May 2006
Skills
Valuation, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Investment Banking, Due Diligence, Entrepreneurship, Business Strategy, Strategy, Emerging Markets, Financial Analysis, Investments, Start-ups, Corporate Development, Competitive Analysis, Equities, Portfolio Management, Analytics, Strategic Planning, Economics
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA
University of Maryland College Park 1999 — 2005
Bachelor of Arts (BA), Economics and Minor in Mathematics
Slidejoy September 2013 - Present
Goldman Sachs January 2010 - July 2010
UBS Investment Bank July 2005 - June 2008
United States Marine Corps June 2000 - May 2006
Skills
Valuation, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Investment Banking, Due Diligence, Entrepreneurship, Business Strategy, Strategy, Emerging Markets, Financial Analysis, Investments, Start-ups, Corporate Development, Competitive Analysis, Equities, Portfolio Management, Analytics, Strategic Planning, Economics
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA
University of Maryland College Park 1999 — 2005
Bachelor of Arts (BA), Economics and Minor in Mathematics
Steven Camis Steven Camis's UBS Investment Bank Experience February 1999 - July 2000
Job SAS Consultant
Industry Information Technology and Services
Experience
United BioSource Corporation June 2013 - Present
PAREXEL May 2012 - March 2013
Novartis October 2006 - June 2008
sanofi-aventis June 2006 - September 2006
WellCare March 2006 - June 2006
Palmetto GBA July 2004 - February 2006
NCQA July 2001 - April 2004
UBS Investment Bank February 1999 - July 2000
Pfizer April 1998 - December 1998
Abbott Laboratories August 1996 - March 1998
Skills
SAS, Data Analysis, Statistics, Business Analysis, Requirements Analysis, SQL, SAS programming, Data Management, Clinical Trials, CDISC
Education
University of Massachusetts, Amherst 1980 — 1983
Bachelor's degree, Zoology/Animal Biology
United BioSource Corporation June 2013 - Present
PAREXEL May 2012 - March 2013
Novartis October 2006 - June 2008
sanofi-aventis June 2006 - September 2006
WellCare March 2006 - June 2006
Palmetto GBA July 2004 - February 2006
NCQA July 2001 - April 2004
UBS Investment Bank February 1999 - July 2000
Pfizer April 1998 - December 1998
Abbott Laboratories August 1996 - March 1998
Skills
SAS, Data Analysis, Statistics, Business Analysis, Requirements Analysis, SQL, SAS programming, Data Management, Clinical Trials, CDISC
Education
University of Massachusetts, Amherst 1980 — 1983
Bachelor's degree, Zoology/Animal Biology
Lawrence Koh Lawrence Koh's UBS Investment Bank Experience May 2001 - August 2001
Job VP of Product at Nexon M
Industry Entertainment
Experience
Nexon January 2015 - Present
Kabam March 2010 - January 2015
Raptr February 2009 - March 2010
Electronic Arts December 2006 - February 2009
Deloitte Consulting May 2004 - December 2006
E*TRADE Financial July 2002 - May 2004
UBS Investment Bank May 2001 - August 2001
Skills
Video Game Design, Product Development, Product Management, Analytics, Market Research, Customer Relations, Marketing Solutions, Interactive..., Social Media Marketing, Marketing, Social Media, Product Marketing, Customer Service, Game Design, Strategy, Online Marketing, Mobile Devices, Leadership, Online Advertising, Management, Strategic Partnerships, Video Games, Game Development, Online Gaming, Enterprise Software, Monetization, Mobile Applications
Education
University of Michigan 1998 — 2002
BSE, Computer Science
Nexon January 2015 - Present
Kabam March 2010 - January 2015
Raptr February 2009 - March 2010
Electronic Arts December 2006 - February 2009
Deloitte Consulting May 2004 - December 2006
E*TRADE Financial July 2002 - May 2004
UBS Investment Bank May 2001 - August 2001
Skills
Video Game Design, Product Development, Product Management, Analytics, Market Research, Customer Relations, Marketing Solutions, Interactive..., Social Media Marketing, Marketing, Social Media, Product Marketing, Customer Service, Game Design, Strategy, Online Marketing, Mobile Devices, Leadership, Online Advertising, Management, Strategic Partnerships, Video Games, Game Development, Online Gaming, Enterprise Software, Monetization, Mobile Applications
Education
University of Michigan 1998 — 2002
BSE, Computer Science
Daniel Koetke Daniel Koetke's UBS Investment Bank Experience October 2005 - April 2006
Job Peak Performance Consulting Services, Owner and Consultant
Industry Education Management
Experience
Peak Performance Consulting Services September 2014 - Present
University of Wisconsin - Madison March 2014 - Present
University of Wisconsin-Madison December 2010 - March 2014
Kaplan University June 2007 - December 2010
UBS Investment Bank October 2005 - April 2006
UBS Investment Bank April 2004 - October 2005
GE Capital November 1997 - November 2002
Skills
Process Improvement, Six Sigma, Change Management, Business Process..., Business Analysis, Cross-functional Team..., Project Management, Financial Modeling, Financial Analysis, Strategic Planning, Data Analysis, Program Management, Training, Leadership, Management, Innovation, Software Documentation, Coaching, Creative Problem Solving, Mentoring, Team Building
Education
New York University - Leonard N. Stern School of Business 1999 — 2005
MBA, Finance / Management
University of Massachusetts, Amherst 1991 — 1994
B.S., Resource Economics
Peak Performance Consulting Services September 2014 - Present
University of Wisconsin - Madison March 2014 - Present
University of Wisconsin-Madison December 2010 - March 2014
Kaplan University June 2007 - December 2010
UBS Investment Bank October 2005 - April 2006
UBS Investment Bank April 2004 - October 2005
GE Capital November 1997 - November 2002
Skills
Process Improvement, Six Sigma, Change Management, Business Process..., Business Analysis, Cross-functional Team..., Project Management, Financial Modeling, Financial Analysis, Strategic Planning, Data Analysis, Program Management, Training, Leadership, Management, Innovation, Software Documentation, Coaching, Creative Problem Solving, Mentoring, Team Building
Education
New York University - Leonard N. Stern School of Business 1999 — 2005
MBA, Finance / Management
University of Massachusetts, Amherst 1991 — 1994
B.S., Resource Economics
Sean Dowd Sean Dowd's UBS Investment Bank Experience 1995 - 2009
Job Ridgefield Bicycle Company
Industry Retail
Experience
Ridgefield Bicycle Company January 2011 - Present
Ridgefield Youth Football 2012 - 2015
Downtown Ridgefield Board 2011 - 2014
Knight Capital Group 2009 - 2010
UBS Investment Bank 1995 - 2009
Scotia Capital 1992 - 1995
Education
University of Maine 1991 — 1992
Master of Business Administration (M.B.A.), Finance, General
University of Maine 1987 — 1991
Bachelor's Degree, Business Administration and Management, General
Amherst Central High School 1983 — 1987
Ridgefield Bicycle Company January 2011 - Present
Ridgefield Youth Football 2012 - 2015
Downtown Ridgefield Board 2011 - 2014
Knight Capital Group 2009 - 2010
UBS Investment Bank 1995 - 2009
Scotia Capital 1992 - 1995
Education
University of Maine 1991 — 1992
Master of Business Administration (M.B.A.), Finance, General
University of Maine 1987 — 1991
Bachelor's Degree, Business Administration and Management, General
Amherst Central High School 1983 — 1987
Benjamin Hone Benjamin Hone's UBS Investment Bank Experience July 2008 - August 2008
Job Partnership Scout at IPG Media Lab
Industry Marketing and Advertising
Experience
IPG Media Lab July 2015 - Present
BPN Worldwide May 2014 - July 2015
Merrill Lynch June 2013 - May 2014
STARR RESTAURANTS April 2011 - February 2013
Greenpeace October 2010 - February 2011
Providence Hospital July 2010 - September 2010
UBS Investment Bank July 2008 - August 2008
Skills
Sales, Leadership, Microsoft Office, Patience, Motivated self-starter, Networking, Adaptability, Analysis, Composure under pressure, Constructive Feedback, Creativity, Customer Interaction, Engaging Speaker, Global Perspective, Great communications..., Humor, Integrity, Intellectually Curious, Management, Open-mindedness, Organization, Quick & Eager Learner, Poise, Positivity, Resourceful..., Respect, Strategist, Teamwork, Customer Service
Education
University of Miami 2006 — 2010
Bachelor's degree, Political Science and Economics, 3.2 GPA
University of Miami 2006 — 2010
Bachelor of Science (B.S.), Political Science and Government
IPG Media Lab July 2015 - Present
BPN Worldwide May 2014 - July 2015
Merrill Lynch June 2013 - May 2014
STARR RESTAURANTS April 2011 - February 2013
Greenpeace October 2010 - February 2011
Providence Hospital July 2010 - September 2010
UBS Investment Bank July 2008 - August 2008
Skills
Sales, Leadership, Microsoft Office, Patience, Motivated self-starter, Networking, Adaptability, Analysis, Composure under pressure, Constructive Feedback, Creativity, Customer Interaction, Engaging Speaker, Global Perspective, Great communications..., Humor, Integrity, Intellectually Curious, Management, Open-mindedness, Organization, Quick & Eager Learner, Poise, Positivity, Resourceful..., Respect, Strategist, Teamwork, Customer Service
Education
University of Miami 2006 — 2010
Bachelor's degree, Political Science and Economics, 3.2 GPA
University of Miami 2006 — 2010
Bachelor of Science (B.S.), Political Science and Government
Aqeel Bukhari's UBS Investment Bank Experience September 2008 - September 2009
Job Data & Document Specialist Client Onboarding at UBS
Industry Banking
Experience
UBS October 2014 - Present
UBS February 2010 - October 2014
UBS May 2012 - September 2012
UBS Investment Bank September 2008 - September 2009
Matravers & Co. March 2008 - August 2008
Skills
Risk Management, Valuation, Fixed Income, Derivatives, Equities, Financial Risk, Portfolio Management
Education
University of Liverpool 2004 — 2007
BSc (Honours), e-Business
UBS October 2014 - Present
UBS February 2010 - October 2014
UBS May 2012 - September 2012
UBS Investment Bank September 2008 - September 2009
Matravers & Co. March 2008 - August 2008
Skills
Risk Management, Valuation, Fixed Income, Derivatives, Equities, Financial Risk, Portfolio Management
Education
University of Liverpool 2004 — 2007
BSc (Honours), e-Business
Matthew Liebowitz Matthew Liebowitz's UBS Investment Bank Experience July 2010 - December 2012
Job Distressed and Special Situations Investment Analyst
Industry Investment Banking
Experience
Nomura December 2012 - Present
UBS Investment Bank July 2010 - December 2012
UBS Investment Bank June 2009 - July 2009
SkyBridge Capital May 2008 - August 2008
NASD May 2007 - August 2007
Knight Capital Group May 2006 - August 2006
Skills
Equities, Derivatives, Bonds, Financial Risk, Hedge Funds, Investments, Options, Risk Management, Trading
Education
University of Maryland College Park 2006 — 2010
Bachelor of Science in Finance, Finance
Nomura December 2012 - Present
UBS Investment Bank July 2010 - December 2012
UBS Investment Bank June 2009 - July 2009
SkyBridge Capital May 2008 - August 2008
NASD May 2007 - August 2007
Knight Capital Group May 2006 - August 2006
Skills
Equities, Derivatives, Bonds, Financial Risk, Hedge Funds, Investments, Options, Risk Management, Trading
Education
University of Maryland College Park 2006 — 2010
Bachelor of Science in Finance, Finance
Shanti Akkineni Shanti Akkineni's UBS Investment Bank Experience February 2005 - April 2007
Job Senior Business Analyst/User Interface Design at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets 2010 - Present
Nomura Securities 2009 - 2010
Calyon Securities 2008 - 2010
Drake Management May 2007 - March 2008
UBS Investment Bank February 2005 - April 2007
Skills
User Interface Design, Trading Systems, Fixed Income, Derivatives, Equities, Capital Markets, Business Analysis
Education
University of Michigan 2000 — 2004
RBC Capital Markets 2010 - Present
Nomura Securities 2009 - 2010
Calyon Securities 2008 - 2010
Drake Management May 2007 - March 2008
UBS Investment Bank February 2005 - April 2007
Skills
User Interface Design, Trading Systems, Fixed Income, Derivatives, Equities, Capital Markets, Business Analysis
Education
University of Michigan 2000 — 2004
Ryan Rounick Ryan Rounick's UBS Investment Bank Experience June 2012 - August 2012
Job Assistant Account Executive at Momentum Worldwide
Industry Sports
Experience
Momentum Worldwide May 2015 - Present
University of Michigan Sport Business Association March 2014 - March 2015
Michigan Sport Business Conference January 2014 - December 2014
National Basketball Association June 2014 - August 2014
University of Michigan Baseball Team September 2013 - May 2014
University of Michigan Athletic Department January 2013 - May 2014
University of Michigan Sport Business Association October 2013 - March 2014
Octagon September 2013 - September 2013
New Jersey Jackals Professional Baseball May 2013 - August 2013
UBS Investment Bank June 2012 - August 2012
Skills
Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Data Analysis, Event Planning, Social Media, Facebook, Public Speaking, Research, Social Media Marketing, Event Management, Teamwork, Financial Modeling, Financial Analysis, Equities, Sports, Sponsorship
Education
University of Michigan 2011 — 2015
Bachelor of Arts (B.A.), Sport Management
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Minor, Business Administration
Millburn High School 2007 — 2011
Momentum Worldwide May 2015 - Present
University of Michigan Sport Business Association March 2014 - March 2015
Michigan Sport Business Conference January 2014 - December 2014
National Basketball Association June 2014 - August 2014
University of Michigan Baseball Team September 2013 - May 2014
University of Michigan Athletic Department January 2013 - May 2014
University of Michigan Sport Business Association October 2013 - March 2014
Octagon September 2013 - September 2013
New Jersey Jackals Professional Baseball May 2013 - August 2013
UBS Investment Bank June 2012 - August 2012
Skills
Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Data Analysis, Event Planning, Social Media, Facebook, Public Speaking, Research, Social Media Marketing, Event Management, Teamwork, Financial Modeling, Financial Analysis, Equities, Sports, Sponsorship
Education
University of Michigan 2011 — 2015
Bachelor of Arts (B.A.), Sport Management
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Minor, Business Administration
Millburn High School 2007 — 2011
Jokari Birdsong Jokari Birdsong's UBS Investment Bank Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at UBS Investment Bank
Industry
Experience
UBS Investment Bank June 2015 - August 2015
Daigouconnection.com July 2013 - January 2015
Delphin Investments June 2014 - August 2014
Sponsors for Educational Opportunity March 2014 - August 2014
Macarthur Landscaping June 2013 - September 2013
Pines Law Center June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, PowerPoint, Time Management, Accounting, Financial Reporting, Bookkeeping, Financial Accounting, Data Analysis, Spanish, Access, Analysis, Outlook, Microsoft Word, Financial Modeling, Forecasting, Nonprofits, Research, Auditing, Budgets, Statistics, Risk Management, Economics
Education
Palmer Trinity
University of Miami - School of Business
UBS Investment Bank June 2015 - August 2015
Daigouconnection.com July 2013 - January 2015
Delphin Investments June 2014 - August 2014
Sponsors for Educational Opportunity March 2014 - August 2014
Macarthur Landscaping June 2013 - September 2013
Pines Law Center June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, PowerPoint, Time Management, Accounting, Financial Reporting, Bookkeeping, Financial Accounting, Data Analysis, Spanish, Access, Analysis, Outlook, Microsoft Word, Financial Modeling, Forecasting, Nonprofits, Research, Auditing, Budgets, Statistics, Risk Management, Economics
Education
Palmer Trinity
University of Miami - School of Business
John Zucco John Zucco's UBS Investment Bank Experience September 2011 - Present
Job Trader at UBS
Industry Investment Management
Experience
UBS July 2013 - Present
UBS Investment Bank September 2011 - Present
UBS Investment Bank July 2010 - September 2011
Managers Investment Group November 2009 - July 2011
Citi Smith Barney May 2008 - January 2009
Citi Smith Barney May 2007 - January 2008
Skills
Series 7, Series 63, Bloomberg, Fixed Income, Credit Derivatives, Microsoft Office, FINRA, Series 55, Trading
Education
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Business Administration (BBA), Finance, 3.52
UBS July 2013 - Present
UBS Investment Bank September 2011 - Present
UBS Investment Bank July 2010 - September 2011
Managers Investment Group November 2009 - July 2011
Citi Smith Barney May 2008 - January 2009
Citi Smith Barney May 2007 - January 2008
Skills
Series 7, Series 63, Bloomberg, Fixed Income, Credit Derivatives, Microsoft Office, FINRA, Series 55, Trading
Education
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Business Administration (BBA), Finance, 3.52
Yuen Jin Yuen Jin's UBS Investment Bank Experience November 2011 - October 2013
Job Commercial Loan Administrator
Industry Banking
Experience
UBS Investment Bank November 2011 - October 2013
State Street February 2011 - September 2011
UBS January 2010 - January 2011
Dotcom Team March 2009 - January 2010
East Ocean Telecom International Co March 2008 - January 2009
Yisheng Media & Service Co November 2003 - November 2004
Skills
Banking, Accounting, Loans, Account Reconciliation, Auditing, Microsoft Excel, Marketing, Mutual Funds, Payments, Commercial Banking, Portfolio Management, Financial Analysis, Retail Banking, Trading, Finance, Risk Management, Valuation, Insurance, Customer Service, Microsoft Office, Microsoft Word
Education
UMass Boston 2006 — 2010
BS, Marketing, Management, Economics
UBS Investment Bank November 2011 - October 2013
State Street February 2011 - September 2011
UBS January 2010 - January 2011
Dotcom Team March 2009 - January 2010
East Ocean Telecom International Co March 2008 - January 2009
Yisheng Media & Service Co November 2003 - November 2004
Skills
Banking, Accounting, Loans, Account Reconciliation, Auditing, Microsoft Excel, Marketing, Mutual Funds, Payments, Commercial Banking, Portfolio Management, Financial Analysis, Retail Banking, Trading, Finance, Risk Management, Valuation, Insurance, Customer Service, Microsoft Office, Microsoft Word
Education
UMass Boston 2006 — 2010
BS, Marketing, Management, Economics
Alan A. Rubenfeld Alan A. Rubenfeld's UBS Investment Bank Experience July 2009 - September 2011
Job Regional Director Exchange Traded Notes at Financial Products, LLC (a Credit Suisse Strategic Partner)
Industry Financial Services
Experience
Financial Products, LLC (a Credit Suisse Strategic Partner) September 2014 - Present
QuantShares October 2011 - November 2013
UBS Investment Bank July 2009 - September 2011
BNP Paribas June 2007 - January 2009
Deutsche Bank 1996 - 2007
ITG January 1994 - December 1996
Euromoney Institutional Investor January 1987 - July 1992
Skills
Equities, Electronic Trading, Trading Systems, Hedge Funds, Equity Trading, Trading, Equity Derivatives, Capital Markets, Derivatives, Options, Series 7, Program Trading, Prime Brokerage, Trading Strategies, Alternative Investments, Portfolio Management, ETFs, Equity Capital Markets, Financial Markets, Series 63, Financial Journalism, Bloomberg, Proprietary Trading, Securities, Structured Products, Swaps, Market Data, FX Options, Relationship Management
Education
University of Michigan
BA, English Literature
University of Michigan - Stephen M. Ross School of Business
MBA,
Financial Products, LLC (a Credit Suisse Strategic Partner) September 2014 - Present
QuantShares October 2011 - November 2013
UBS Investment Bank July 2009 - September 2011
BNP Paribas June 2007 - January 2009
Deutsche Bank 1996 - 2007
ITG January 1994 - December 1996
Euromoney Institutional Investor January 1987 - July 1992
Skills
Equities, Electronic Trading, Trading Systems, Hedge Funds, Equity Trading, Trading, Equity Derivatives, Capital Markets, Derivatives, Options, Series 7, Program Trading, Prime Brokerage, Trading Strategies, Alternative Investments, Portfolio Management, ETFs, Equity Capital Markets, Financial Markets, Series 63, Financial Journalism, Bloomberg, Proprietary Trading, Securities, Structured Products, Swaps, Market Data, FX Options, Relationship Management
Education
University of Michigan
BA, English Literature
University of Michigan - Stephen M. Ross School of Business
MBA,
Vinod Kumar Banagani's UBS Investment Bank Experience January 2007 - September 2007
Job Principal SDET at DELL
Industry Information Technology and Services
Experience
Dell June 2014 - Present
Premera Blue Cross June 2013 - June 2014
Starbucks July 2011 - June 2013
The Boeing Company November 2007 - July 2011
UBS Investment Bank January 2007 - September 2007
The Reynolds and Reynolds Company August 2006 - January 2007
Infosys November 2003 - August 2006
Skills
SDLC, XML, C#, Visual Studio, .NET, SQL, Microsoft SQL Server, TFS, ASP.NET, Agile Methodologies, Software Development, Databases, SOA, Silverlight, WCF, Test Automation, Test Planning, C# 4.0, XSLT, Unit Testing, SOAP, SSIS, Requirements Analysis, Web Services, SSRS, ADO.NET, LINQ, Windows Services, MSMQ, REST, Test Driven Development, Performance Testing, Testing Services, Load Testing, Web Testing, Requirements Gathering, Regression Testing, Web Applications, Test Cases, Testing, Integration, T-SQL, Jenkins, Selenium WebDriver, Selenium Testing, Salesforce.com, TeamCity, Parasoft SOAtest, Parasoft Service..., Test Automation...
Education
University of Madras 1999 — 2003
Bachelor's degree
Dell June 2014 - Present
Premera Blue Cross June 2013 - June 2014
Starbucks July 2011 - June 2013
The Boeing Company November 2007 - July 2011
UBS Investment Bank January 2007 - September 2007
The Reynolds and Reynolds Company August 2006 - January 2007
Infosys November 2003 - August 2006
Skills
SDLC, XML, C#, Visual Studio, .NET, SQL, Microsoft SQL Server, TFS, ASP.NET, Agile Methodologies, Software Development, Databases, SOA, Silverlight, WCF, Test Automation, Test Planning, C# 4.0, XSLT, Unit Testing, SOAP, SSIS, Requirements Analysis, Web Services, SSRS, ADO.NET, LINQ, Windows Services, MSMQ, REST, Test Driven Development, Performance Testing, Testing Services, Load Testing, Web Testing, Requirements Gathering, Regression Testing, Web Applications, Test Cases, Testing, Integration, T-SQL, Jenkins, Selenium WebDriver, Selenium Testing, Salesforce.com, TeamCity, Parasoft SOAtest, Parasoft Service..., Test Automation...
Education
University of Madras 1999 — 2003
Bachelor's degree
Faizaan Baig Faizaan Baig's UBS Investment Bank Experience February 2011 - January 2012
Job Associate Technology, Media & Telecommunication Investment Banking at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank May 2014 - Present
Accordion Partners May 2013 - May 2014
Elixir Securities March 2012 - March 2013
UBS Investment Bank February 2011 - January 2012
Tegris LLC July 2008 - January 2011
UBS Investment Bank July 2007 - July 2008
UBS August 2005 - July 2007
Skills
Investment Banking, Corporate Finance, Valuation, Financial Modeling, Private Equity, Mergers, Equities, Investments, Capital Markets, Financial Analysis, Due Diligence, Start-ups, Emerging Markets, LBO, Banking, Portfolio Management, Corporate Development, FINRA Series 79, Business Development, Mergers & Acquisitions, Venture Capital, Analysis, Business Strategy
Education
University of Michigan 2001 — 2005
Bachelors of Arts, Economics
Lyceum High School 1999 — 2001
A Levels, Economics, Accounting, Mathematics
Braeburn High School 1997 — 1999
GCSE
Deutsche Bank May 2014 - Present
Accordion Partners May 2013 - May 2014
Elixir Securities March 2012 - March 2013
UBS Investment Bank February 2011 - January 2012
Tegris LLC July 2008 - January 2011
UBS Investment Bank July 2007 - July 2008
UBS August 2005 - July 2007
Skills
Investment Banking, Corporate Finance, Valuation, Financial Modeling, Private Equity, Mergers, Equities, Investments, Capital Markets, Financial Analysis, Due Diligence, Start-ups, Emerging Markets, LBO, Banking, Portfolio Management, Corporate Development, FINRA Series 79, Business Development, Mergers & Acquisitions, Venture Capital, Analysis, Business Strategy
Education
University of Michigan 2001 — 2005
Bachelors of Arts, Economics
Lyceum High School 1999 — 2001
A Levels, Economics, Accounting, Mathematics
Braeburn High School 1997 — 1999
GCSE
Geoff Treat's UBS Investment Bank Experience July 2011 - March 2013
Job Associate at Evercore Partners
Industry Financial Services
Experience
Evercore Partners March 2013 - Present
UBS Investment Bank July 2011 - March 2013
Lemma Senbet Investment Fund May 2010 - May 2011
UBS Investment Bank June 2010 - August 2010
PricewaterhouseCoopers June 2009 - August 2009
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
Double B.S, Finance & Accounting
Evercore Partners March 2013 - Present
UBS Investment Bank July 2011 - March 2013
Lemma Senbet Investment Fund May 2010 - May 2011
UBS Investment Bank June 2010 - August 2010
PricewaterhouseCoopers June 2009 - August 2009
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
Double B.S, Finance & Accounting
Jackie Gossip-Herbert Jackie Gossip-Herbert's UBS Investment Bank Experience April 2012 - March 2014
Job Global Resiliency & Crisis Management
Industry Financial Services
Experience
JPMorgan Chase March 2014 - Present
UBS Investment Bank April 2012 - March 2014
Fujitsu America Inc January 2012 - March 2012
Macquarie Holdings April 1998 - September 2011
Macquarie Bank 2007 - 2009
Macquarie Bank 1998 - 2007
Mallesons Stephen Jaques 1993 - 1998
Skills
Disaster Recovery, Business Resilience, Crisis Management, Exercising, Testing, ITIL, Risk Assessment, Enterprise Risk..., Life Safety, Physical Security, Business Continuity, Incident Management, Contingency Planning, Risk Management
Education
University of Technology, Sydney
Master, Business, IT Management
University of Technology, Sydney
Graduate Diploma, IT Management
University of Melbourne
Bachelor, Education & Training
Business Continuity Institute (BCI)
MBCI
Office of Emergency Management New York 2013 — 2013
FEMA, Pandemic Planning and Preparedness
DRI International
CBCP, Business Continuity
University of Melbourne
Certificate, Workplace Trainer and Assessment
JPMorgan Chase March 2014 - Present
UBS Investment Bank April 2012 - March 2014
Fujitsu America Inc January 2012 - March 2012
Macquarie Holdings April 1998 - September 2011
Macquarie Bank 2007 - 2009
Macquarie Bank 1998 - 2007
Mallesons Stephen Jaques 1993 - 1998
Skills
Disaster Recovery, Business Resilience, Crisis Management, Exercising, Testing, ITIL, Risk Assessment, Enterprise Risk..., Life Safety, Physical Security, Business Continuity, Incident Management, Contingency Planning, Risk Management
Education
University of Technology, Sydney
Master, Business, IT Management
University of Technology, Sydney
Graduate Diploma, IT Management
University of Melbourne
Bachelor, Education & Training
Business Continuity Institute (BCI)
MBCI
Office of Emergency Management New York 2013 — 2013
FEMA, Pandemic Planning and Preparedness
DRI International
CBCP, Business Continuity
University of Melbourne
Certificate, Workplace Trainer and Assessment
David Welinsky David Welinsky's UBS Investment Bank Experience July 2014 - Present
Job Leveraged Capital Markets at UBS
Industry Investment Banking
Adam Goldberg Adam Goldberg's UBS Investment Bank Experience August 2007 - October 2007
Job VPCapital Markets at Seneca Mortgage Management
Industry Investment Banking
Experience
Seneca Mortgage Management February 2014 - Present
Arbor Residential Mortgage February 2008 - February 2014
UBS Investment Bank August 2007 - October 2007
Nomura Credit and Capital September 2006 - July 2007
Nomura Securities May 2006 - September 2006
Education
NYU Stern School of Business 2012 — 2015
MBA
University of Maryland - Robert H. Smith School of Business 2002 — 2006
BS, Finance
University of Maryland College Park 2002 — 2006
BS, Finance
River Dell High School 1998 — 2002
Seneca Mortgage Management February 2014 - Present
Arbor Residential Mortgage February 2008 - February 2014
UBS Investment Bank August 2007 - October 2007
Nomura Credit and Capital September 2006 - July 2007
Nomura Securities May 2006 - September 2006
Education
NYU Stern School of Business 2012 — 2015
MBA
University of Maryland - Robert H. Smith School of Business 2002 — 2006
BS, Finance
University of Maryland College Park 2002 — 2006
BS, Finance
River Dell High School 1998 — 2002
jeremy hardisty's UBS Investment Bank Experience June 1992 - September 2004
Job Executive search consultant
Industry Management Consulting
Experience
Freud Pizenberg independent advisors January 2013 - Present
Cheuvreux 2012 - February 2013
RBS Markets & International Banking January 2009 - March 2012
Myself September 2004 - January 2009
UBS Investment Bank June 1992 - September 2004
Citi 1987 - 1988
Citi 1987 - 1988
Skills
Management, Equities, Investments, Investment Banking, Capital Markets, Hedge Funds, Fixed Income, Emerging Markets, Derivatives, Financial Markets, Valuation, Equity Derivatives, Equity Research, Private Equity, Trading Systems
Education
University of London 1983 — 1986
Bachelor of Laws (LLB), Law
Freud Pizenberg independent advisors January 2013 - Present
Cheuvreux 2012 - February 2013
RBS Markets & International Banking January 2009 - March 2012
Myself September 2004 - January 2009
UBS Investment Bank June 1992 - September 2004
Citi 1987 - 1988
Citi 1987 - 1988
Skills
Management, Equities, Investments, Investment Banking, Capital Markets, Hedge Funds, Fixed Income, Emerging Markets, Derivatives, Financial Markets, Valuation, Equity Derivatives, Equity Research, Private Equity, Trading Systems
Education
University of London 1983 — 1986
Bachelor of Laws (LLB), Law
Steven Escaler, CFA's UBS Investment Bank Experience July 2011 - Present
Job Executive Director, Energy Investment Banking at UBS
Industry Investment Banking
Experience
UBS Investment Bank July 2011 - Present
Morgan Stanley February 2008 - July 2011
Citigroup July 1999 - March 2008
Education
University of Pennsylvania 1995 — 1999
BA, Economics
University of London 2003 — 2004
Master of Science, Finance
UBS Investment Bank July 2011 - Present
Morgan Stanley February 2008 - July 2011
Citigroup July 1999 - March 2008
Education
University of Pennsylvania 1995 — 1999
BA, Economics
University of London 2003 — 2004
Master of Science, Finance
Richard Chen Richard Chen's UBS Investment Bank Experience June 2014 - August 2014
Job Equity Research Summer Associate at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank June 2014 - August 2014
Intelligent Edge Advisors July 2012 - September 2012
Sovereign Wealth Fund Institute January 2012 - May 2012
Education
Dartmouth College 2011 — 2014
Master, Engineering Management
University of Michigan 2008 — 2011
Dual Degree, Civil Engineering/Energy Resources & Public Health/Entrepreneurship Certificate
Ruprecht-Karls-Universität Heidelberg 2009 — 2009
Certificate, German Language & European Culture
Nanjing Foreign Language School 2006 — 2008
Senior high, Cambridge A-Level, AS, & IGCSE Certificate
UBS Investment Bank June 2014 - August 2014
Intelligent Edge Advisors July 2012 - September 2012
Sovereign Wealth Fund Institute January 2012 - May 2012
Education
Dartmouth College 2011 — 2014
Master, Engineering Management
University of Michigan 2008 — 2011
Dual Degree, Civil Engineering/Energy Resources & Public Health/Entrepreneurship Certificate
Ruprecht-Karls-Universität Heidelberg 2009 — 2009
Certificate, German Language & European Culture
Nanjing Foreign Language School 2006 — 2008
Senior high, Cambridge A-Level, AS, & IGCSE Certificate
Kathy Hou's UBS Investment Bank Experience June 2010 - July 2012
Job Business Associate at viagogo
Industry Investment Banking
Experience
viagogo November 2012 - Present
UBS Investment Bank June 2010 - July 2012
UBS Investment Bank June 2009 - August 2009
PwC May 2008 - August 2008
Education
University of Michigan 2006 — 2010
Minor in German
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Accounting and Finance
Rochester High School 2002 — 2006
viagogo November 2012 - Present
UBS Investment Bank June 2010 - July 2012
UBS Investment Bank June 2009 - August 2009
PwC May 2008 - August 2008
Education
University of Michigan 2006 — 2010
Minor in German
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Accounting and Finance
Rochester High School 2002 — 2006
Rene Plata's UBS Investment Bank Experience November 2006 - September 2007
Job Assistant Vice President at Amalgamated Bank
Industry Investment Banking
Experience
Amalgamated Bank September 2007 - Present
UBS Investment Bank November 2006 - September 2007
Prudential Financial January 2005 - November 2005
TD Waterhouse February 2000 - November 2005
Skills
Fixed Income, Prime Brokerage, Corporate Actions, Dividends, Securities, Bloomberg, Securities Lending, Settlement, Derivatives, Back Office, Middle Office, Hedge Funds, Risk Management, Capital Markets, Equities, Portfolio Management, Financial Services, Trading, Options, Financial Risk, Alternative Investments, AML, Asset Management, Mutual Funds, Investments, Banking, Bloomberg Terminal, Cash Management, Operational Risk, Investment Banking, Bonds, Relationship Management, Investment Management, Wealth Management, Credit Risk, Funding, FX Options, Loans, Credit, Financial Markets, Commercial Banking, Management
Education
University of Massachusetts, Amherst 1995 — 1999
B.A., Economics
Fieldston High School 1990 — 1994
Amalgamated Bank September 2007 - Present
UBS Investment Bank November 2006 - September 2007
Prudential Financial January 2005 - November 2005
TD Waterhouse February 2000 - November 2005
Skills
Fixed Income, Prime Brokerage, Corporate Actions, Dividends, Securities, Bloomberg, Securities Lending, Settlement, Derivatives, Back Office, Middle Office, Hedge Funds, Risk Management, Capital Markets, Equities, Portfolio Management, Financial Services, Trading, Options, Financial Risk, Alternative Investments, AML, Asset Management, Mutual Funds, Investments, Banking, Bloomberg Terminal, Cash Management, Operational Risk, Investment Banking, Bonds, Relationship Management, Investment Management, Wealth Management, Credit Risk, Funding, FX Options, Loans, Credit, Financial Markets, Commercial Banking, Management
Education
University of Massachusetts, Amherst 1995 — 1999
B.A., Economics
Fieldston High School 1990 — 1994
Anne Marie Ponder's UBS Investment Bank Experience July 1995 - May 1997
Job Service & Support Manager at Cisco
Industry Computer Networking
Experience
Cisco January 2005 - Present
The TriZetto Group June 2002 - December 2004
ThruPoint May 1997 - June 2002
UBS Investment Bank July 1995 - May 1997
Morgan Stanley February 1990 - June 1995
Skills
Professional Services, Cloud Computing, Data Center, Vendor Management, VoIP, SaaS, Networking, Strategy, Security, Go-to-market Strategy, Enterprise Software, Telecommunications, Unified Communications, Cisco Technologies, Virtualization, Cross Functional Team..., Network Architecture, Network Security, IP, Routing, Account Management
Education
University of Michigan 1983 — 1986
Bachelor of Arts (B.A.), Political Science, graduated 12/86 GPA 3.67
Cisco January 2005 - Present
The TriZetto Group June 2002 - December 2004
ThruPoint May 1997 - June 2002
UBS Investment Bank July 1995 - May 1997
Morgan Stanley February 1990 - June 1995
Skills
Professional Services, Cloud Computing, Data Center, Vendor Management, VoIP, SaaS, Networking, Strategy, Security, Go-to-market Strategy, Enterprise Software, Telecommunications, Unified Communications, Cisco Technologies, Virtualization, Cross Functional Team..., Network Architecture, Network Security, IP, Routing, Account Management
Education
University of Michigan 1983 — 1986
Bachelor of Arts (B.A.), Political Science, graduated 12/86 GPA 3.67
Rob Commisso Rob Commisso's UBS Investment Bank Experience September 2013 - Present
Job
Industry Computer Software
Experience
UBS Investment Bank September 2013 - Present
Skills
Electronic Trading, Trading Systems, Market Data, Agile Methodologies, Unix, Cloud Computing, Equities, Virtualization, Data Center, Software Development, Enterprise Software, Equity Trading, Enterprise Architecture, SQL, Integration, Securities, IT Strategy, Business Development, SDLC, Professional Services, Management, Program Management, Trading
Education
University of Massachusetts, Amherst 1994 — 1998
BS, Civil and Environmental Engineering
UBS Investment Bank September 2013 - Present
Skills
Electronic Trading, Trading Systems, Market Data, Agile Methodologies, Unix, Cloud Computing, Equities, Virtualization, Data Center, Software Development, Enterprise Software, Equity Trading, Enterprise Architecture, SQL, Integration, Securities, IT Strategy, Business Development, SDLC, Professional Services, Management, Program Management, Trading
Education
University of Massachusetts, Amherst 1994 — 1998
BS, Civil and Environmental Engineering
Bianca Samale Bianca Samale's UBS Investment Bank Experience February 2015 - Present
Job Corporate Actions Event Capture Analyst Authorized Officer at UBS Bank
Industry Banking
Experience
UBS Investment Bank February 2015 - Present
Euroclear September 2013 - March 2014
Euroclear February 2011 - August 2013
Skills
Analysis, Business Analysis, Financial Services, Securities, Banking
Education
University of Toronto 2006 — 2010
Bachelor of Arts (B.A.), European Relations and French
Katholieke Universiteit Leuven 2008 — 2009
Business and Economics
UBS Investment Bank February 2015 - Present
Euroclear September 2013 - March 2014
Euroclear February 2011 - August 2013
Skills
Analysis, Business Analysis, Financial Services, Securities, Banking
Education
University of Toronto 2006 — 2010
Bachelor of Arts (B.A.), European Relations and French
Katholieke Universiteit Leuven 2008 — 2009
Business and Economics
Jeremy Lefkovich Jeremy Lefkovich's UBS Investment Bank Experience December 2014 - Present
Job Trade Support Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank December 2014 - Present
Basil Street Management January 2014 - May 2014
UBS Wealth Management January 2014 - January 2014
Thor Equties May 2013 - August 2013
Skills
Microsoft Excel, Matlab, Microsoft Office, Microsoft Word, PowerPoint, Hoovers, Hebrew, Morningstar, Financial Analysis, Research, IBIS, Bloomberg Terminal, Markitwire, Financial Regulation, Financial Modeling, Public Speaking, Editing, Teaching
Education
University of Maryland College Park 2010 — 2014
Bachelor of Science, Finance, General, 3.64
UBS Investment Bank December 2014 - Present
Basil Street Management January 2014 - May 2014
UBS Wealth Management January 2014 - January 2014
Thor Equties May 2013 - August 2013
Skills
Microsoft Excel, Matlab, Microsoft Office, Microsoft Word, PowerPoint, Hoovers, Hebrew, Morningstar, Financial Analysis, Research, IBIS, Bloomberg Terminal, Markitwire, Financial Regulation, Financial Modeling, Public Speaking, Editing, Teaching
Education
University of Maryland College Park 2010 — 2014
Bachelor of Science, Finance, General, 3.64
Suresh Mahali Suresh Mahali's UBS Investment Bank Experience May 2005 - December 2006
Job AVP, Bank of America
Industry Investment Banking
Experience
Bank of America Merrill Lynch January 2007 - Present
UBS Investment Bank May 2005 - December 2006
ADP January 2003 - April 2005
Skills
Fixed Income, Trading Systems, Market Data, Sybase, Unix Shell Scripting, Production Support, Derivatives, Interest Rate..., Market Risk, Autosys, Equity Derivatives, SQL, Risk Management, Swaps, Equities, SDLC, Financial Markets, Unix, Reference Data, Prime Brokerage, Shell Scripting, Investment Banking, Capital Markets, Trading, Oracle
Education
Madras University 1998 — 2001
Master in Computer Science, Madras University, Computer Science
Bank of America Merrill Lynch January 2007 - Present
UBS Investment Bank May 2005 - December 2006
ADP January 2003 - April 2005
Skills
Fixed Income, Trading Systems, Market Data, Sybase, Unix Shell Scripting, Production Support, Derivatives, Interest Rate..., Market Risk, Autosys, Equity Derivatives, SQL, Risk Management, Swaps, Equities, SDLC, Financial Markets, Unix, Reference Data, Prime Brokerage, Shell Scripting, Investment Banking, Capital Markets, Trading, Oracle
Education
Madras University 1998 — 2001
Master in Computer Science, Madras University, Computer Science
Kevin Gonzalez Kevin Gonzalez's UBS Investment Bank Experience June 2011 - August 2011
Job Equity Research Associate at HSBC
Industry Financial Services
Experience
HSBC April 2014 - Present
HSBC August 2012 - March 2014
UBS Investment Bank June 2011 - August 2011
New Edge Capital, LLC February 2011 - May 2011
NYU America Reads January 2009 - December 2010
RoseArt Industries Inc. June 2004 - August 2004
Skills
Banking, Marketing Research, Market Research, Bloomberg, Valuation, Equities, Finance, Financial Modeling, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
B.S., Finance and General Accounting
University of London 2010 — 2010
NYU London: Spring Semester, Study Abroad
Brownsburg High School 2005 — 2008
Academic Honors
HSBC April 2014 - Present
HSBC August 2012 - March 2014
UBS Investment Bank June 2011 - August 2011
New Edge Capital, LLC February 2011 - May 2011
NYU America Reads January 2009 - December 2010
RoseArt Industries Inc. June 2004 - August 2004
Skills
Banking, Marketing Research, Market Research, Bloomberg, Valuation, Equities, Finance, Financial Modeling, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
B.S., Finance and General Accounting
University of London 2010 — 2010
NYU London: Spring Semester, Study Abroad
Brownsburg High School 2005 — 2008
Academic Honors
Mario Chavez Mario Chavez's UBS Investment Bank Experience October 2006 - October 2009
Job Senior Sales Executive at SNL Financial
Industry Oil & Energy
Experience
SNL Financial June 2013 - Present
Mizuho Securities USA Inc. April 2012 - November 2012
SunGard March 2010 - April 2012
UBS Investment Bank October 2006 - October 2009
ABN AMRO February 2002 - October 2006
Man Financial Global August 1998 - February 2002
Skills
Trading, Derivatives, Commodity, Options, Trading Systems, Hedge Funds, Risk Management, Financial Risk, Banking, Energy, Electronic Trading, Commodity Markets, Hedging, Equities, Financial Markets, Financial Modeling, Financial Services, Investments, Energy Markets, Bloomberg, Management, Asset Management, Business Development, Capital Markets, Portfolio Management, Market Data, Investment Banking, Strategy, Brokerage, Relationship Management, Finance, Back Office, Proprietary Trading, Alternative Investments, New Business Development, Fixed Income, Valuation, Credit, Asset Managment, Private Equity, Corporate Finance, Technical Analysis, Swaps, Traders
Education
University of Maryland College Park 1992 — 1997
B.S. in Business Administration, Marketing, Logistics & Transportation
Monsignor Pace High School 1989 — 1992
Epiphany
SNL Financial June 2013 - Present
Mizuho Securities USA Inc. April 2012 - November 2012
SunGard March 2010 - April 2012
UBS Investment Bank October 2006 - October 2009
ABN AMRO February 2002 - October 2006
Man Financial Global August 1998 - February 2002
Skills
Trading, Derivatives, Commodity, Options, Trading Systems, Hedge Funds, Risk Management, Financial Risk, Banking, Energy, Electronic Trading, Commodity Markets, Hedging, Equities, Financial Markets, Financial Modeling, Financial Services, Investments, Energy Markets, Bloomberg, Management, Asset Management, Business Development, Capital Markets, Portfolio Management, Market Data, Investment Banking, Strategy, Brokerage, Relationship Management, Finance, Back Office, Proprietary Trading, Alternative Investments, New Business Development, Fixed Income, Valuation, Credit, Asset Managment, Private Equity, Corporate Finance, Technical Analysis, Swaps, Traders
Education
University of Maryland College Park 1992 — 1997
B.S. in Business Administration, Marketing, Logistics & Transportation
Monsignor Pace High School 1989 — 1992
Epiphany
Reggie de Villiers Reggie de Villiers's UBS Investment Bank Experience April 2002 - July 2007
Job Head of Latin American Structured Finance at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch July 2007 - Present
UBS Investment Bank April 2002 - July 2007
Banc of America Securities May 1998 - April 2002
Skills
Structured Finance, Capital Markets, ABS, Fixed Income, Structured Products, Investment Banking, Securitization, Financial Modeling, Valuation, Derivatives, Financial Structuring, Corporate Finance
Education
University of Virginia - Darden Graduate School of Business Administration 1997 — 1999
MBA
University of Miami - School of Business 1990 — 1994
BBA, Finance
Merrill Lynch July 2007 - Present
UBS Investment Bank April 2002 - July 2007
Banc of America Securities May 1998 - April 2002
Skills
Structured Finance, Capital Markets, ABS, Fixed Income, Structured Products, Investment Banking, Securitization, Financial Modeling, Valuation, Derivatives, Financial Structuring, Corporate Finance
Education
University of Virginia - Darden Graduate School of Business Administration 1997 — 1999
MBA
University of Miami - School of Business 1990 — 1994
BBA, Finance
Victoria Edelman's UBS Investment Bank Experience October 2009 - July 2010
Job Associate Director: Wealth Management Recruiter
Industry Human Resources
Experience
UBS April 2012 - Present
UBS July 2010 - July 2012
UBS Investment Bank October 2009 - July 2010
UBS July 2008 - October 2009
UBS 2007 - 2008
University of Miami 2004 - 2008
Skills
Recruiting, Human Resources, Employee Relations, College Recruiting, Talent Acquisition, Talent Management, Onboarding, Applicant Tracking..., Resume Writing, PowerPoint, PeopleSoft, Access, Career Development, Management, Relationship Management, Finance, Payroll, HRIS, Leadership, Financial Services, Deferred Compensation, CRM
Education
University of Miami 2004 — 2008
Bachelor of Arts (B.A.), Psychology
Delta Phi Epsilon
UBS April 2012 - Present
UBS July 2010 - July 2012
UBS Investment Bank October 2009 - July 2010
UBS July 2008 - October 2009
UBS 2007 - 2008
University of Miami 2004 - 2008
Skills
Recruiting, Human Resources, Employee Relations, College Recruiting, Talent Acquisition, Talent Management, Onboarding, Applicant Tracking..., Resume Writing, PowerPoint, PeopleSoft, Access, Career Development, Management, Relationship Management, Finance, Payroll, HRIS, Leadership, Financial Services, Deferred Compensation, CRM
Education
University of Miami 2004 — 2008
Bachelor of Arts (B.A.), Psychology
Delta Phi Epsilon
Joel Bettsack's UBS Investment Bank Experience June 2014 - June 2014
Job
Industry Information Technology and Services
Experience
Sabre Innovations LLC April 2015 - Present
Ultimate Jet Vacations July 2014 - August 2014
UBS Investment Bank June 2014 - June 2014
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Leadership, Public Speaking, Teamwork, Outlook, PowerPoint, Social Networking, English, Sales, Social Media, Windows, Spanish, Management
Education
University of Miami - School of Business 2013 — 2017
Bachelor of Business Administration (BBA), Management and Computer Information Systems
Instituto Alberto Einstein 1998 — 2012
Science and Technology
Sabre Innovations LLC April 2015 - Present
Ultimate Jet Vacations July 2014 - August 2014
UBS Investment Bank June 2014 - June 2014
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Leadership, Public Speaking, Teamwork, Outlook, PowerPoint, Social Networking, English, Sales, Social Media, Windows, Spanish, Management
Education
University of Miami - School of Business 2013 — 2017
Bachelor of Business Administration (BBA), Management and Computer Information Systems
Instituto Alberto Einstein 1998 — 2012
Science and Technology
Courtney Leonard Courtney Leonard's UBS Investment Bank Experience October 2009 - Present
Job Global HR Business Partner at UBS
Industry Human Resources
Experience
UBS July 2015 - Present
UBS August 2013 - Present
UBS Investment Bank October 2009 - Present
UBS Investment Bank February 2008 - October 2009
UBS Investment Bank October 2004 - February 2008
UBS Investment Bank February 2004 - October 2004
UBS Investment Bank July 2002 - February 2004
Skills
Talent Management, Human Resources, Equities, Training, Project Management, Onboarding, Employee Relations, Recruiting, Performance Management, Risk Management, Change Management, Personnel Management, Program Management, Management, Talent Acquisition, Business Strategy, Business Development
Education
University of Massachusetts, Amherst 1998 — 2002
Economics
UBS July 2015 - Present
UBS August 2013 - Present
UBS Investment Bank October 2009 - Present
UBS Investment Bank February 2008 - October 2009
UBS Investment Bank October 2004 - February 2008
UBS Investment Bank February 2004 - October 2004
UBS Investment Bank July 2002 - February 2004
Skills
Talent Management, Human Resources, Equities, Training, Project Management, Onboarding, Employee Relations, Recruiting, Performance Management, Risk Management, Change Management, Personnel Management, Program Management, Management, Talent Acquisition, Business Strategy, Business Development
Education
University of Massachusetts, Amherst 1998 — 2002
Economics
Eugene Hwang Eugene Hwang's UBS Investment Bank Experience June 2007 - August 2007
Job Business Analyst at CRGT Inc.
Industry Information Technology and Services
Experience
CRGT Inc. April 2014 - Present
National Geographic Channel October 2013 - April 2014
PricewaterhouseCoopers September 2008 - August 2012
UBS Investment Bank June 2007 - August 2007
Skills
Accounting, Audit, Compliance, Financial Management, Financial Analysis, Managerial Finance, Auditing, Project Management, Internal Audit, ERP, External Audit, Management Consulting, Quality Assurance, Business Process..., Financial Statements, Sarbanes-Oxley Act, Financial Risk, Assurance, Financial Reporting, Internal Controls, Analysis, Business Analysis, Management
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2008
BS, Information Systems, Finance
CRGT Inc. April 2014 - Present
National Geographic Channel October 2013 - April 2014
PricewaterhouseCoopers September 2008 - August 2012
UBS Investment Bank June 2007 - August 2007
Skills
Accounting, Audit, Compliance, Financial Management, Financial Analysis, Managerial Finance, Auditing, Project Management, Internal Audit, ERP, External Audit, Management Consulting, Quality Assurance, Business Process..., Financial Statements, Sarbanes-Oxley Act, Financial Risk, Assurance, Financial Reporting, Internal Controls, Analysis, Business Analysis, Management
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2008
BS, Information Systems, Finance
Ed Nebens Ed Nebens's UBS Investment Bank Experience August 2010 - October 2011
Job
Industry Investment Management
Experience
Gratia Capital August 2014 - Present
Three Bridges Capital October 2011 - August 2014
UBS Investment Bank August 2010 - October 2011
Cantillon Capital Management LLC August 2003 - August 2009
Orchard Capital Advisors, LLC September 2002 - August 2003
Deutsche Asset Management June 2001 - September 2002
Credit Suisse October 1999 - June 2001
Julius Baer December 1997 - October 1999
Morgan Stanley November 1993 - September 1997
Skills
Hedge Funds, Equities, Derivatives, Trading, Fixed Income, Commodity, Due Diligence, Market Risk, Brokers, Marketing, Bloomberg, Customer Service, Contract Management, Equity Trading, Electronic Trading, Equity Research, Trading Systems, Fixed Income Analysis, Equity Derivatives, Emerging Markets, Alternative Investments, Capital Markets, Prime Brokerage, Options, Securities, ETFs, Proprietary Trading, Structured Products, Trading Strategies, Financial Markets
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA
University of Maryland College Park 1988 — 1991
BA
Gratia Capital August 2014 - Present
Three Bridges Capital October 2011 - August 2014
UBS Investment Bank August 2010 - October 2011
Cantillon Capital Management LLC August 2003 - August 2009
Orchard Capital Advisors, LLC September 2002 - August 2003
Deutsche Asset Management June 2001 - September 2002
Credit Suisse October 1999 - June 2001
Julius Baer December 1997 - October 1999
Morgan Stanley November 1993 - September 1997
Skills
Hedge Funds, Equities, Derivatives, Trading, Fixed Income, Commodity, Due Diligence, Market Risk, Brokers, Marketing, Bloomberg, Customer Service, Contract Management, Equity Trading, Electronic Trading, Equity Research, Trading Systems, Fixed Income Analysis, Equity Derivatives, Emerging Markets, Alternative Investments, Capital Markets, Prime Brokerage, Options, Securities, ETFs, Proprietary Trading, Structured Products, Trading Strategies, Financial Markets
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA
University of Maryland College Park 1988 — 1991
BA
Kenneth Li's UBS Investment Bank Experience April 2015 - Present
Job Investment Banking Summer Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank April 2015 - Present
Rothschild August 2014 - September 2014
BlackRock June 2014 - July 2014
Bank of China June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Economics, Financial Modeling, Microsoft Word, Mandarin, Corporate Finance, Investment Banking
Education
University of Michigan 2011 — 2015
Bachelor of Arts (BA), Economics
St. Joseph's College
UBS Investment Bank April 2015 - Present
Rothschild August 2014 - September 2014
BlackRock June 2014 - July 2014
Bank of China June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Economics, Financial Modeling, Microsoft Word, Mandarin, Corporate Finance, Investment Banking
Education
University of Michigan 2011 — 2015
Bachelor of Arts (BA), Economics
St. Joseph's College
Alison Shea Alison Shea's UBS Investment Bank Experience 2010 - 2011
Job Global Policy and Advocacy Associate at The Global Poverty Project
Industry Nonprofit Organization Management
Experience
The Global Poverty Project January 2015 - Present
groundUP Crowdfunding Platform May 2014 - October 2014
Comgest August 2011 - February 2013
UBS Investment Bank 2010 - 2011
Fondation d'Auteuil 2009 - 2010
UBS Investment Bank June 2008 - August 2008
UBS Investment Bank September 2007 - December 2007
Skills
French, Russian, Valuation, Portfolio Management, Analysis, Equity Research, Equities, Financial Modeling, Economics, Investments, Finance, Financial Services, Fixed Income, Corporate Finance, Bloomberg, Securities, Asset Management, Investment Banking, Trading
Education
University of Michigan 2005 — 2009
BA, Economics, French, Russian
IES Abroad, Paris 2008 — 2008
French, Political Science, Economics
University of Moscow 2007 — 2007
Russian, Business
The Global Poverty Project January 2015 - Present
groundUP Crowdfunding Platform May 2014 - October 2014
Comgest August 2011 - February 2013
UBS Investment Bank 2010 - 2011
Fondation d'Auteuil 2009 - 2010
UBS Investment Bank June 2008 - August 2008
UBS Investment Bank September 2007 - December 2007
Skills
French, Russian, Valuation, Portfolio Management, Analysis, Equity Research, Equities, Financial Modeling, Economics, Investments, Finance, Financial Services, Fixed Income, Corporate Finance, Bloomberg, Securities, Asset Management, Investment Banking, Trading
Education
University of Michigan 2005 — 2009
BA, Economics, French, Russian
IES Abroad, Paris 2008 — 2008
French, Political Science, Economics
University of Moscow 2007 — 2007
Russian, Business
Sumathi Nandagopalan's UBS Investment Bank Experience January 2006 - November 2010
Job Sr. QA Analyst at FactSet
Industry Financial Services
Experience
FactSet February 2014 - Present
Triple Point Technology Inc November 2010 - December 2013
UBS Investment Bank January 2006 - November 2010
JPMorgan Chase April 2005 - December 2005
Skills
SDLC, Quality Center, Requirements Analysis, Business Analysis, Software Project..., Agile Methodologies, User Acceptance Testing, SQL, JIRA, XML, Oracle, Sybase, Production Support, Testing, Quality Assurance, Requirements Gathering, Java, Test Management, Microsoft SQL Server, Integration, Web Services, Software Development
Education
University of Louisiana at Lafayette 2000 — 2002
Master's degree, Computer Engineering
Vellore Institute of Technology 1996 — 2000
Bachelor of Science (BS), Electrical and Electronics Engineering
FactSet February 2014 - Present
Triple Point Technology Inc November 2010 - December 2013
UBS Investment Bank January 2006 - November 2010
JPMorgan Chase April 2005 - December 2005
Skills
SDLC, Quality Center, Requirements Analysis, Business Analysis, Software Project..., Agile Methodologies, User Acceptance Testing, SQL, JIRA, XML, Oracle, Sybase, Production Support, Testing, Quality Assurance, Requirements Gathering, Java, Test Management, Microsoft SQL Server, Integration, Web Services, Software Development
Education
University of Louisiana at Lafayette 2000 — 2002
Master's degree, Computer Engineering
Vellore Institute of Technology 1996 — 2000
Bachelor of Science (BS), Electrical and Electronics Engineering
Jason L. Gould Jason L. Gould's UBS Investment Bank Experience August 2014 - April 2015
Job Consultant at Accenture
Industry Law Practice
Experience
Accenture May 2015 - Present
UBS Investment Bank August 2014 - April 2015
TD August 2013 - August 2014
BNP Paribas April 2013 - August 2013
St. John's University School of Law September 2012 - March 2013
U.S. Court of International Trade May 2011 - August 2011
Fragomen, Del Rey, Bernsen & Loewy September 2010 - December 2010
DKNY June 2010 - August 2010
Skills
Derivatives, Research, Legal Writing, Legal Research
Education
St. John's University 2009 — 2012
J.D., Law
University of Michigan 2004 — 2008
Economics
Accenture May 2015 - Present
UBS Investment Bank August 2014 - April 2015
TD August 2013 - August 2014
BNP Paribas April 2013 - August 2013
St. John's University School of Law September 2012 - March 2013
U.S. Court of International Trade May 2011 - August 2011
Fragomen, Del Rey, Bernsen & Loewy September 2010 - December 2010
DKNY June 2010 - August 2010
Skills
Derivatives, Research, Legal Writing, Legal Research
Education
St. John's University 2009 — 2012
J.D., Law
University of Michigan 2004 — 2008
Economics
Michael Sposta Michael Sposta's UBS Investment Bank Experience August 2012 - June 2013
Job Manager, Institutional Securities Oversight Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Barclays Investment Bank June 2013 - April 2015
UBS Investment Bank August 2012 - June 2013
AXA Advisors June 2011 - August 2012
Neuberger Berman Group LLC June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Investments, Bloomberg, Analysis, Finance, Due Diligence, Equities, Wealth Management, Financial Modeling, Strategy, Capital Markets, Securities, Portfolio Management, Fixed Income, Series 7, Equity Trading, Series 55
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
Bachelor of Science, Finance
Morgan Stanley April 2015 - Present
Barclays Investment Bank June 2013 - April 2015
UBS Investment Bank August 2012 - June 2013
AXA Advisors June 2011 - August 2012
Neuberger Berman Group LLC June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Investments, Bloomberg, Analysis, Finance, Due Diligence, Equities, Wealth Management, Financial Modeling, Strategy, Capital Markets, Securities, Portfolio Management, Fixed Income, Series 7, Equity Trading, Series 55
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
Bachelor of Science, Finance
Peter Williams Peter Williams's UBS Investment Bank Experience October 2005 - June 2012
Job CTO, McKinsey Investment Office
Industry Information Technology and Services
Experience
McKinsey & Company May 2014 - Present
UBS Wealth Management June 2012 - May 2014
UBS Investment Bank October 2005 - June 2012
Morgan Stanley October 2000 - October 2005
Barclays Capital 1998 - 2000
LAN Systems 1993 - 1995
Skills
Credit Derivatives, Interest Rate..., Prime Brokerage, Equity Trading, Fixed Income Technology, Trading, Fixed Income, Capital Markets, Reference Data, Trading Systems, Investment Banking, Electronic Trading, Equity Derivatives, Market Data, Equities, Swaps, Sybase, Middle Office, Hedge Funds, Options, Derivatives, FX Options, Securities, Investments
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA
University of Michigan 1984 — 1988
BA
McKinsey & Company May 2014 - Present
UBS Wealth Management June 2012 - May 2014
UBS Investment Bank October 2005 - June 2012
Morgan Stanley October 2000 - October 2005
Barclays Capital 1998 - 2000
LAN Systems 1993 - 1995
Skills
Credit Derivatives, Interest Rate..., Prime Brokerage, Equity Trading, Fixed Income Technology, Trading, Fixed Income, Capital Markets, Reference Data, Trading Systems, Investment Banking, Electronic Trading, Equity Derivatives, Market Data, Equities, Swaps, Sybase, Middle Office, Hedge Funds, Options, Derivatives, FX Options, Securities, Investments
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA
University of Michigan 1984 — 1988
BA
Aravind Arunachalam Aravind Arunachalam's UBS Investment Bank Experience March 2010 - February 2013
Job Project Manager at IntercontinentalExchange, Inc.
Industry Information Technology and Services
Experience
IntercontinentalExchange, Inc. February 2013 - Present
UBS Investment Bank March 2010 - February 2013
UBS Investment Bank June 2001 - March 2010
Polaris Software Lab India Ltd July 2000 - March 2010
Vyapin Software Systems Private Limited November 1999 - July 2000
Advanced Technology Labs December 1998 - November 1999
Sofpro Infosolution July 1997 - December 1998
Skills
Business Analysis, Objective-C, Python, Java, Sybase, J2EE Application..., Trading Systems, Software Project..., SDLC, Oracle, Investment Banking, Program Management, Requirements Analysis, Requirements Gathering, Agile Methodologies, SOA, SQL, User Acceptance Testing, Gap Analysis, Offshoring, OOAD, Unix, Enterprise Architecture, Scrum, Business Requirements, Software Development, Quality Center, Quality Assurance, PL/SQL
Education
University of Madras 1994 — 1997
Bachelor of Science, Computer Science
IntercontinentalExchange, Inc. February 2013 - Present
UBS Investment Bank March 2010 - February 2013
UBS Investment Bank June 2001 - March 2010
Polaris Software Lab India Ltd July 2000 - March 2010
Vyapin Software Systems Private Limited November 1999 - July 2000
Advanced Technology Labs December 1998 - November 1999
Sofpro Infosolution July 1997 - December 1998
Skills
Business Analysis, Objective-C, Python, Java, Sybase, J2EE Application..., Trading Systems, Software Project..., SDLC, Oracle, Investment Banking, Program Management, Requirements Analysis, Requirements Gathering, Agile Methodologies, SOA, SQL, User Acceptance Testing, Gap Analysis, Offshoring, OOAD, Unix, Enterprise Architecture, Scrum, Business Requirements, Software Development, Quality Center, Quality Assurance, PL/SQL
Education
University of Madras 1994 — 1997
Bachelor of Science, Computer Science
Emily Kaufman Emily Kaufman's UBS Investment Bank Experience February 2014 - Present
Job Director, Marketing Execution at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank February 2014 - Present
UBS Investment Bank March 2008 - February 2014
UBS Investment Bank March 2006 - February 2008
UBS Investment Bank March 2005 - February 2006
Millsport September 2003 - May 2004
Skills
Financial Analysis, Financial Services, Marketing, Event Planning, Fixed Income, Event Management, Project Management, Leadership, Social Media, Marketing Strategy, Budgets, Account Management, Banking, Marketing Communications
Education
University of Massachusetts, Amherst 1999 — 2003
Bachelor of Business Administration (B.B.A.), Sport Management
UBS Investment Bank February 2014 - Present
UBS Investment Bank March 2008 - February 2014
UBS Investment Bank March 2006 - February 2008
UBS Investment Bank March 2005 - February 2006
Millsport September 2003 - May 2004
Skills
Financial Analysis, Financial Services, Marketing, Event Planning, Fixed Income, Event Management, Project Management, Leadership, Social Media, Marketing Strategy, Budgets, Account Management, Banking, Marketing Communications
Education
University of Massachusetts, Amherst 1999 — 2003
Bachelor of Business Administration (B.B.A.), Sport Management
Reeny Paraskeva's UBS Investment Bank Experience 2005 - Present
Job Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank 2005 - Present
Skills
Investment Banking, LBO, Capital Markets
Education
University of Melbourne 1999 — 2004
Bachelor of Commerce / Bachelor of Arts
Melbourne Girls Grammar School 1994 — 1998
UBS Investment Bank 2005 - Present
Skills
Investment Banking, LBO, Capital Markets
Education
University of Melbourne 1999 — 2004
Bachelor of Commerce / Bachelor of Arts
Melbourne Girls Grammar School 1994 — 1998
Kelly Knoblauch Kelly Knoblauch's UBS Investment Bank Experience August 2009 - August 2010
Job Assistant Client Manager Human Capital Practice at Willis
Industry Financial Services
Experience
Willis September 2014 - Present
UBS Wealth Management September 2010 - August 2014
UBS Investment Bank August 2009 - August 2010
Enterprise Rent-A-Car July 2008 - July 2009
University of Maryland January 2007 - July 2008
Education
St. Mary's Univesity College, Twickenham 2009 — 2010
Post Graduate Certificate, International Business
University of Maryland College Park 2004 — 2008
B.A., Economics, Sociology
Cleveland Heights High School
Cleveland Heights High School
Cleveland Heights High School
Willis September 2014 - Present
UBS Wealth Management September 2010 - August 2014
UBS Investment Bank August 2009 - August 2010
Enterprise Rent-A-Car July 2008 - July 2009
University of Maryland January 2007 - July 2008
Education
St. Mary's Univesity College, Twickenham 2009 — 2010
Post Graduate Certificate, International Business
University of Maryland College Park 2004 — 2008
B.A., Economics, Sociology
Cleveland Heights High School
Cleveland Heights High School
Cleveland Heights High School
Scott Kloin Scott Kloin's UBS Investment Bank Experience February 2007 - August 2012
Job Chief Compliance Officer, Citadel Securities
Industry Investment Banking
Experience
Citadel Investment Group August 2012 - Present
UBS Investment Bank February 2007 - August 2012
JPMorgan Chase May 2005 - February 2007
Kelley Drye & Warren LLP September 2001 - May 2005
Skills
Sales and Trading..., Securities, Corporate Finance, Equities, Capital Markets, Securities Law, Compliance, Derivatives, Fixed Income
Education
University of Miami School of Law 1998 — 2001
J.D., Law
University of Maryland College Park 1994 — 1998
B.S., Finance
Citadel Investment Group August 2012 - Present
UBS Investment Bank February 2007 - August 2012
JPMorgan Chase May 2005 - February 2007
Kelley Drye & Warren LLP September 2001 - May 2005
Skills
Sales and Trading..., Securities, Corporate Finance, Equities, Capital Markets, Securities Law, Compliance, Derivatives, Fixed Income
Education
University of Miami School of Law 1998 — 2001
J.D., Law
University of Maryland College Park 1994 — 1998
B.S., Finance
Aaron Glick's UBS Investment Bank Experience March 2009 - May 2009
Job Business Growth Analyst at DramaFever
Industry Online Media
Experience
Hailo June 2014 - September 2014
Uber Technologies February 2014 - April 2014
The Luxury Technology Show December 2013 - March 2014
Founders Entertainment January 2013 - June 2013
Virtusa (formerly ALaS Consulting) July 2011 - June 2012
Thomson Reuters July 2011 - June 2012
Thomson Reuters June 2010 - July 2011
ALaS Consulting LLC June 2010 - June 2011
MBIA June 2009 - August 2009
UBS Investment Bank March 2009 - May 2009
Skills
Business Analysis, Management, Event Management, Financial Modeling, Strategic Consulting, Business Strategy, Business Requirements, Non-profit Leadership, Business Development, Financial Accounting, Capital Markets, Event Planning, Charity Work, Financial Analysis, Digital Marketing, Social Media, SQL, Social Media Marketing, Painting
Education
New York University - Leonard N. Stern School of Business 2006 — 2010
BS, Finance, Studio Art
University of London 2008 — 2008
Solomon Schechter School of Westchester 2002 — 2006
High School
Hailo June 2014 - September 2014
Uber Technologies February 2014 - April 2014
The Luxury Technology Show December 2013 - March 2014
Founders Entertainment January 2013 - June 2013
Virtusa (formerly ALaS Consulting) July 2011 - June 2012
Thomson Reuters July 2011 - June 2012
Thomson Reuters June 2010 - July 2011
ALaS Consulting LLC June 2010 - June 2011
MBIA June 2009 - August 2009
UBS Investment Bank March 2009 - May 2009
Skills
Business Analysis, Management, Event Management, Financial Modeling, Strategic Consulting, Business Strategy, Business Requirements, Non-profit Leadership, Business Development, Financial Accounting, Capital Markets, Event Planning, Charity Work, Financial Analysis, Digital Marketing, Social Media, SQL, Social Media Marketing, Painting
Education
New York University - Leonard N. Stern School of Business 2006 — 2010
BS, Finance, Studio Art
University of London 2008 — 2008
Solomon Schechter School of Westchester 2002 — 2006
High School
Rick Paterson Rick Paterson's UBS Investment Bank Experience 2000 - 2012
Job Equity Analyst / Transport Specialist
Industry Investment Management
Experience
Topeka Capital Markets, Inc March 2015 - Present
UBS Investment Bank 2000 - 2012
UBS Investment Bank 1996 - 2000
Pacific National 1993 - 1996
Skills
Equity Research, Equities, Equity Valuation, Transportation, Equity Derivatives, Valuation, Asset Management, Stock Picking, Financial Modeling, Equity Research Analysis, Investment Strategies, Bloomberg, Investment Banking, Hedge Funds, Asset Allocation, Strategic Planning, Program Management, Project Management, Sustainability, FactSet, BlueMatrix
Education
University of Melbourne
Bachelor of Commerce, Faculty of Business and Economics.
Topeka Capital Markets, Inc March 2015 - Present
UBS Investment Bank 2000 - 2012
UBS Investment Bank 1996 - 2000
Pacific National 1993 - 1996
Skills
Equity Research, Equities, Equity Valuation, Transportation, Equity Derivatives, Valuation, Asset Management, Stock Picking, Financial Modeling, Equity Research Analysis, Investment Strategies, Bloomberg, Investment Banking, Hedge Funds, Asset Allocation, Strategic Planning, Program Management, Project Management, Sustainability, FactSet, BlueMatrix
Education
University of Melbourne
Bachelor of Commerce, Faculty of Business and Economics.
Darius Mody Darius Mody's UBS Investment Bank Experience February 2006 - November 2007
Job Financial Operations Consultant at ALaS Consulting, LLC
Industry Financial Services
Experience
ALaS Consulting, LLC May 2008 - Present
UBS Investment Bank February 2006 - November 2007
JP Morgan Chase 2003 - 2006
Education
University of Massachusetts, Amherst 1991 — 1995
BBA, Finance
Randolph
West Orange
ALaS Consulting, LLC May 2008 - Present
UBS Investment Bank February 2006 - November 2007
JP Morgan Chase 2003 - 2006
Education
University of Massachusetts, Amherst 1991 — 1995
BBA, Finance
Randolph
West Orange
Sinead O'Donnell Sinead O'Donnell's UBS Investment Bank Experience January 2007 - December 2007
Job Change Management & Communications
Industry Management Consulting
Experience
Lloyds Banking Group December 2007 - November 2010
UBS Investment Bank January 2007 - December 2007
Betfair April 2006 - November 2006
Accenture February 2001 - April 2006
Skills
Stakeholder Management, Project Management, Business Process..., Business Strategy, Management Consulting, Integration, Business Analysis, Strategy, Business Transformation, Change Management, Strategic Planning, Leadership, Management, Internal Communications
Education
University of Melbourne 1995 — 2000
Bachelor of Commerce (BCom), Marketing/Marketing Management
University of Melbourne 1995 — 2000
Bachelor of Arts (B.A.), Political Science
Lloyds Banking Group December 2007 - November 2010
UBS Investment Bank January 2007 - December 2007
Betfair April 2006 - November 2006
Accenture February 2001 - April 2006
Skills
Stakeholder Management, Project Management, Business Process..., Business Strategy, Management Consulting, Integration, Business Analysis, Strategy, Business Transformation, Change Management, Strategic Planning, Leadership, Management, Internal Communications
Education
University of Melbourne 1995 — 2000
Bachelor of Commerce (BCom), Marketing/Marketing Management
University of Melbourne 1995 — 2000
Bachelor of Arts (B.A.), Political Science
Jon Cobe's UBS Investment Bank Experience May 2015 - Present
Job Cash Equities Business Management at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank May 2015 - Present
UBS Investment Bank March 2014 - March 2015
Deerfield Management Capital December 2013 - February 2014
HKS Capital Partners LLC May 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Bloomberg, Mac
Education
University of Maryland College Park 2009 — 2013
Bachelor's Degree, Finance, Senior
UBS Investment Bank May 2015 - Present
UBS Investment Bank March 2014 - March 2015
Deerfield Management Capital December 2013 - February 2014
HKS Capital Partners LLC May 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Bloomberg, Mac
Education
University of Maryland College Park 2009 — 2013
Bachelor's Degree, Finance, Senior
Phil Cullinane Phil Cullinane's UBS Investment Bank Experience July 2010 - August 2012
Job Director of Finance at SilkRoad
Industry Computer Software
Experience
SilkRoad December 2012 - Present
Macquarie Group September 2012 - November 2012
UBS Investment Bank July 2010 - August 2012
Skills
Investment Banking, Valuation, Bloomberg, Equities, Capital Markets, Fixed Income, Equity Research, Financial Modeling, LBO, Private Equity, Corporate Finance, Finance
Education
University of Miami - School of Business 2006 — 2010
Bachelor of Science (BS), Accounting and Finance
University of Miami 2006 — 2010
Bachelor of Science (BS), Accounting and Finance
Benet Academy 2002 — 2006
SilkRoad December 2012 - Present
Macquarie Group September 2012 - November 2012
UBS Investment Bank July 2010 - August 2012
Skills
Investment Banking, Valuation, Bloomberg, Equities, Capital Markets, Fixed Income, Equity Research, Financial Modeling, LBO, Private Equity, Corporate Finance, Finance
Education
University of Miami - School of Business 2006 — 2010
Bachelor of Science (BS), Accounting and Finance
University of Miami 2006 — 2010
Bachelor of Science (BS), Accounting and Finance
Benet Academy 2002 — 2006
Eric Ballentine's UBS Investment Bank Experience March 2015 - Present
Job Technology Executive | Software Development • Quality Assurance • Program Management
Industry Investment Banking
Experience
UBS Investment Bank March 2015 - Present
UBS Investment Bank August 2005 - Present
Instinet Corporation February 1992 - July 2005
Skills
Electronic Trading, Market Data, Equities, Equity Derivatives, Trading Systems, Equity Trading, Options, Trading, Derivatives, Investment Banking, Securities, SDLC, Hedge Funds, Quality Assurance, Exchange Connectivity, Financial Markets, Test Management, Release Management, Incident Management
Education
University of Massachusetts 1987 — 1991
BA, Economics
Trumbull High School 1984 — 1987
UBS Investment Bank March 2015 - Present
UBS Investment Bank August 2005 - Present
Instinet Corporation February 1992 - July 2005
Skills
Electronic Trading, Market Data, Equities, Equity Derivatives, Trading Systems, Equity Trading, Options, Trading, Derivatives, Investment Banking, Securities, SDLC, Hedge Funds, Quality Assurance, Exchange Connectivity, Financial Markets, Test Management, Release Management, Incident Management
Education
University of Massachusetts 1987 — 1991
BA, Economics
Trumbull High School 1984 — 1987
Allie Barot's UBS Investment Bank Experience 2001 - 2003
Job Head of HR Investments & Corporate
Industry Human Resources
Experience
Guardian Life Insurance August 2009 - Present
Barot Consulting March 2009 - August 2009
UBS March 2006 - March 2009
UBS Global Asset Management 2003 - 2006
UBS Investment Bank 2001 - 2003
Skills
Talent Management, Succession Planning, Organizational..., Talent Acquisition, Human Resources, Employee Engagement, Leadership Development, Executive Coaching, Personnel Management, Change Management, Organizational..., Employment Law, MBTI, Vendor Management, Psychometrics, Management, Business Development, Performance Management, Employee Relations, HR Transformation, Strategy, Leadership
Education
University of Leicester 2003 — 2005
LLM, M.A., Law & Employment Relations
Guardian Life Insurance August 2009 - Present
Barot Consulting March 2009 - August 2009
UBS March 2006 - March 2009
UBS Global Asset Management 2003 - 2006
UBS Investment Bank 2001 - 2003
Skills
Talent Management, Succession Planning, Organizational..., Talent Acquisition, Human Resources, Employee Engagement, Leadership Development, Executive Coaching, Personnel Management, Change Management, Organizational..., Employment Law, MBTI, Vendor Management, Psychometrics, Management, Business Development, Performance Management, Employee Relations, HR Transformation, Strategy, Leadership
Education
University of Leicester 2003 — 2005
LLM, M.A., Law & Employment Relations
Rajat Prajapati's UBS Investment Bank Experience October 2006 - November 2007
Job Implementation Manager Charles River
Industry Information Technology and Services
Experience
BNY Mellon April 2012 - Present
Credit Suisse November 2007 - March 2012
UBS Investment Bank October 2006 - November 2007
CIT Group July 2005 - October 2006
CivilSoft 1998 - 2000
Education
University of Lucknow 1993 — 1997
Bachelor's degree, Computer Science
Christ Church College 1990 — 1992
BNY Mellon April 2012 - Present
Credit Suisse November 2007 - March 2012
UBS Investment Bank October 2006 - November 2007
CIT Group July 2005 - October 2006
CivilSoft 1998 - 2000
Education
University of Lucknow 1993 — 1997
Bachelor's degree, Computer Science
Christ Church College 1990 — 1992
Jason Meklinsky's UBS Investment Bank Experience May 2007 - May 2008
Job Alternative Investments Professional
Industry Financial Services
Experience
Broadridge Investment Management Solutions (Formerly "Paladyne") October 2011 - Present
Cantor Fitzgerald October 2009 - September 2011
Merlin Securities November 2008 - October 2009
UBS Investment Bank May 2007 - May 2008
Bear, Stearns and Co August 1998 - May 2007
Bankers Trust March 1998 - August 1999
Education
University of Maryland - Robert H. Smith School of Business 1991 — 1995
Broadridge Investment Management Solutions (Formerly "Paladyne") October 2011 - Present
Cantor Fitzgerald October 2009 - September 2011
Merlin Securities November 2008 - October 2009
UBS Investment Bank May 2007 - May 2008
Bear, Stearns and Co August 1998 - May 2007
Bankers Trust March 1998 - August 1999
Education
University of Maryland - Robert H. Smith School of Business 1991 — 1995
Joe Battaglia's UBS Investment Bank Experience 2009 - 2012
Job Executive Director Global Family Office, Americas at UBS
Industry Financial Services
Experience
UBS November 2012 - Present
UBS Investment Bank 2009 - 2012
UBS Investment Bank 2006 - 2009
UBS Investment Bank 2001 - 2006
IPO.com 1999 - 2001
National Discount Brokers 1997 - 1999
Legg Mason 1996 - 1997
Skills
Family Office, Interest Rate..., Institutional Sales, Private Placements, Equities, Hedge Funds, Structured Products, Series 63, Derivatives, Swaps, Investment Banking, Fixed Income, Capital Markets, Bloomberg, Valuation, Bonds, Financial Modeling, Investments, Trading Systems, Series 7, Securities, FX Options, Equity Derivatives, Trading, Financial Markets, Alternative Investments, Credit Derivatives, Electronic Trading, Risk Management, Options
Education
University of Maryland College Park 1992 — 1996
UBS November 2012 - Present
UBS Investment Bank 2009 - 2012
UBS Investment Bank 2006 - 2009
UBS Investment Bank 2001 - 2006
IPO.com 1999 - 2001
National Discount Brokers 1997 - 1999
Legg Mason 1996 - 1997
Skills
Family Office, Interest Rate..., Institutional Sales, Private Placements, Equities, Hedge Funds, Structured Products, Series 63, Derivatives, Swaps, Investment Banking, Fixed Income, Capital Markets, Bloomberg, Valuation, Bonds, Financial Modeling, Investments, Trading Systems, Series 7, Securities, FX Options, Equity Derivatives, Trading, Financial Markets, Alternative Investments, Credit Derivatives, Electronic Trading, Risk Management, Options
Education
University of Maryland College Park 1992 — 1996
David Quick's UBS Investment Bank Experience 2002 - 2004
Job Senior Vice President at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management August 2004 - Present
UBS Investment Bank 2002 - 2004
Education
University of Michigan 1998 — 2002
BBA
University of Michigan - Stephen M. Ross School of Business 1998 — 2002
Oaktree Capital Management August 2004 - Present
UBS Investment Bank 2002 - 2004
Education
University of Michigan 1998 — 2002
BBA
University of Michigan - Stephen M. Ross School of Business 1998 — 2002
Kannan Saravanan's UBS Investment Bank Experience January 2007 - Present
Job Global Lead at UBS Investment Bank
Industry Information Technology and Services
Experience
UBS Investment Bank January 2007 - Present
Citi Group December 2005 - December 2006
Visara International December 2002 - November 2005
Education
University of Madras 1992 — 1995
Bachelors, Science
UBS Investment Bank January 2007 - Present
Citi Group December 2005 - December 2006
Visara International December 2002 - November 2005
Education
University of Madras 1992 — 1995
Bachelors, Science
Chunming Shang's UBS Investment Bank Experience September 2006 - April 2014
Job Finance Leader, Financial Planning & Analysis at MasterCard
Industry Banking
Experience
MasterCard July 2015 - Present
GE Capital April 2014 - Present
UBS Investment Bank September 2006 - April 2014
Freddie Mac December 2004 - September 2006
Cotton and Co. LLC August 2003 - December 2004
ERNST & YOUNG September 1999 - July 2001
Skills
Investment Banking, Fixed Income, Valuation, Internal Controls, Finance, Financial Analysis, Derivatives, Financial Reporting, Auditing, Capital Markets, Private Equity, Bloomberg, Accounting, Corporate Finance, Regulatory Reporting, Hyperion, Business Objects, WKFS, PeopleSoft
Education
University of Maryland College Park 2001 — 2003
Master of Business Administration (MBA), Accounting and Finance
MasterCard July 2015 - Present
GE Capital April 2014 - Present
UBS Investment Bank September 2006 - April 2014
Freddie Mac December 2004 - September 2006
Cotton and Co. LLC August 2003 - December 2004
ERNST & YOUNG September 1999 - July 2001
Skills
Investment Banking, Fixed Income, Valuation, Internal Controls, Finance, Financial Analysis, Derivatives, Financial Reporting, Auditing, Capital Markets, Private Equity, Bloomberg, Accounting, Corporate Finance, Regulatory Reporting, Hyperion, Business Objects, WKFS, PeopleSoft
Education
University of Maryland College Park 2001 — 2003
Master of Business Administration (MBA), Accounting and Finance
Chase Steinberg's UBS Investment Bank Experience May 2010 - February 2011
Job Vice President / Relationship Manager at Capital One
Industry Financial Services
Experience
Capital One April 2015 - Present
Santander Bank, N.A. February 2011 - March 2015
UBS Investment Bank May 2010 - February 2011
JPMorgan Chase March 2008 - November 2009
JPMorgan Chase March 2008 - November 2009
ING, GM Advisory Group June 2006 - September 2007
GM Advisory Group June 2005 - August 2005
Skills
Loans, Banking, Commercial Banking, Credit, Portfolio Management, Finance, Consumer Lending, Financial Analysis, Investments, Asset Managment, Credit Analysis, Fixed Income, Series 7, Commercial Lending, Credit Risk, Cash Management
Education
Isenberg School of Management 2002 — 2006
Bachelor of Business Administration, Finance
University of Massachusetts, Amherst 2002 — 2006
BBA, Corporate Finance
University of Massachusetts, Amherst 2001 — 2005
BBA, Corporate Finance
Capital One April 2015 - Present
Santander Bank, N.A. February 2011 - March 2015
UBS Investment Bank May 2010 - February 2011
JPMorgan Chase March 2008 - November 2009
JPMorgan Chase March 2008 - November 2009
ING, GM Advisory Group June 2006 - September 2007
GM Advisory Group June 2005 - August 2005
Skills
Loans, Banking, Commercial Banking, Credit, Portfolio Management, Finance, Consumer Lending, Financial Analysis, Investments, Asset Managment, Credit Analysis, Fixed Income, Series 7, Commercial Lending, Credit Risk, Cash Management
Education
Isenberg School of Management 2002 — 2006
Bachelor of Business Administration, Finance
University of Massachusetts, Amherst 2002 — 2006
BBA, Corporate Finance
University of Massachusetts, Amherst 2001 — 2005
BBA, Corporate Finance
Kathleen Kress's UBS Investment Bank Experience 2005 - 2007
Job VP Corporate M&A at WalMart Stores, Inc.
Industry Retail
Experience
Walmart March 2010 - Present
Etico Capital LLC 2008 - January 2011
UBS Investment Bank 2005 - 2007
Dresdner Kleinwort 2001 - 2005
Wasserstein Perella 1993 - 2001
Coopers & Lybrand 1988 - 1993
General Dynamics - Electronics 1984 - 1986
Viclan Division 1982 - 1984
Education
University of Michigan - Stephen M. Ross School of Business 1986 — 1988
University of Michigan 1978 — 1982
BSIOE, Industrial Engineering
Walmart March 2010 - Present
Etico Capital LLC 2008 - January 2011
UBS Investment Bank 2005 - 2007
Dresdner Kleinwort 2001 - 2005
Wasserstein Perella 1993 - 2001
Coopers & Lybrand 1988 - 1993
General Dynamics - Electronics 1984 - 1986
Viclan Division 1982 - 1984
Education
University of Michigan - Stephen M. Ross School of Business 1986 — 1988
University of Michigan 1978 — 1982
BSIOE, Industrial Engineering
Vivek Radhakrishnan, PMP's UBS Investment Bank Experience November 2004 - Present
Job Middleoffice & Regulatory IT Team Lead at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank November 2004 - Present
Charles Schwab 2002 - 2004
Schwab Capital Markets 1998 - 2004
Dealogic 1996 - 1998
Skills
Sybase, SQL, Equities, SDLC, Settlement, Options, Capital Markets, Equity Trading, Low Latency, Databases, Java, Hibernate, Unix Shell Scripting, Perl, Series 7, PMP, Regulatory Submissions, Back Office, Fixed Income, Charge Capture, Spring, P&L reconciliation, Agile Methodologies, Business Analysis, Derivatives, GUI development, Business Objects, Application Support, P&L Management, Clearing, Ledger, Financial Reporting, Confirmation, Affirmations, Straight Through..., P&L Analysis, Shell Scripting, Trading Systems, Software Project..., Software Development, Requirements Gathering, Scrum
Education
University of Madras 1992 — 1996
B.E., Computer Science
UBS Investment Bank November 2004 - Present
Charles Schwab 2002 - 2004
Schwab Capital Markets 1998 - 2004
Dealogic 1996 - 1998
Skills
Sybase, SQL, Equities, SDLC, Settlement, Options, Capital Markets, Equity Trading, Low Latency, Databases, Java, Hibernate, Unix Shell Scripting, Perl, Series 7, PMP, Regulatory Submissions, Back Office, Fixed Income, Charge Capture, Spring, P&L reconciliation, Agile Methodologies, Business Analysis, Derivatives, GUI development, Business Objects, Application Support, P&L Management, Clearing, Ledger, Financial Reporting, Confirmation, Affirmations, Straight Through..., P&L Analysis, Shell Scripting, Trading Systems, Software Project..., Software Development, Requirements Gathering, Scrum
Education
University of Madras 1992 — 1996
B.E., Computer Science
David Lutz's UBS Investment Bank Experience 1999 - 2000
Job Head of ETF Trading at JonesTrading
Industry Capital Markets
Experience
JonesTrading May 2014 - Present
Stifel Nicolaus April 2007 - May 2014
Wachovia Securities, LLC 2000 - 2007
UBS Investment Bank 1999 - 2000
Alex. Brown and Sons 1992 - 1999
Skills
Macro Strategy in Cross..., Equity Research, Equities, Hedge Funds, Securities, Mutual Funds, Portfolio Management, Asset Managment, Valuation, Pensions, Value Investing, M&A experience, Series 4, Series 7, Series 24
Education
University of Maryland College Park 1989 — 1992
University of Miami 1988 — 1989
JonesTrading May 2014 - Present
Stifel Nicolaus April 2007 - May 2014
Wachovia Securities, LLC 2000 - 2007
UBS Investment Bank 1999 - 2000
Alex. Brown and Sons 1992 - 1999
Skills
Macro Strategy in Cross..., Equity Research, Equities, Hedge Funds, Securities, Mutual Funds, Portfolio Management, Asset Managment, Valuation, Pensions, Value Investing, M&A experience, Series 4, Series 7, Series 24
Education
University of Maryland College Park 1989 — 1992
University of Miami 1988 — 1989
Santiago Adrian's UBS Investment Bank Experience Operation AssociateUBS Investment Bank2006 - 2011
Job Loan Settlements Specialists at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank Operation AssociateUBS Investment Bank2006 - 2011
Skills
Derivatives, Fixed Income, Investment Banking, Middle Office, Bloomberg, Settlement, Capital Markets, Prime Brokerage, Hedge Funds, FX Options, Banking, Financial Analysis, Credit Derivatives, Equities, Trading
Education
University of Miami - School of Business 1997 — 2001
UBS Investment Bank Operation AssociateUBS Investment Bank2006 - 2011
Skills
Derivatives, Fixed Income, Investment Banking, Middle Office, Bloomberg, Settlement, Capital Markets, Prime Brokerage, Hedge Funds, FX Options, Banking, Financial Analysis, Credit Derivatives, Equities, Trading
Education
University of Miami - School of Business 1997 — 2001
Charles M. He's UBS Investment Bank Experience February 2007 - May 2008
Job Executive Director at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase August 2013 - Present
RBC Capital Markets December 2010 - August 2013
Radian Group July 2008 - September 2010
UBS Investment Bank February 2007 - May 2008
Citi Mortgage 2004 - 2007
Citigroup 2001 - 2007
Ford Motor Credit Company 1999 - 2001
Sears, Roebuck and Co. 1997 - 1999
Advanta 1996 - 1997
Skills
Credit Risk, Valuation, Quantitative Analytics, Risk Management, ABS, MBS, Loans, Analytics, Risk Analytics, Mortgage Lending, Credit Cards, Fixed Income
Education
University of Michigan 2000 — 2001
MS, Financial Engineering
University of Utah 1986 — 1993
Ph.D., Probability & Statistics
JPMorgan Chase August 2013 - Present
RBC Capital Markets December 2010 - August 2013
Radian Group July 2008 - September 2010
UBS Investment Bank February 2007 - May 2008
Citi Mortgage 2004 - 2007
Citigroup 2001 - 2007
Ford Motor Credit Company 1999 - 2001
Sears, Roebuck and Co. 1997 - 1999
Advanta 1996 - 1997
Skills
Credit Risk, Valuation, Quantitative Analytics, Risk Management, ABS, MBS, Loans, Analytics, Risk Analytics, Mortgage Lending, Credit Cards, Fixed Income
Education
University of Michigan 2000 — 2001
MS, Financial Engineering
University of Utah 1986 — 1993
Ph.D., Probability & Statistics
Wade Leon's UBS Investment Bank Experience April 2007 - Present
Job Global CoHead of Prime Services Product Development
Industry Financial Services
Experience
UBS Investment Bank April 2007 - Present
Silver Point Capital 2005 - 2007
Goldman Sachs 1990 - 2005
Salomon Brothers August 1987 - January 1990
Skills
Prime Brokerage, Hedge Funds, Equities, Fixed Income, Securities Lending, Alternative Investments, Investment Banking, Capital Markets, Equity Swaps, Middle Office, Bonds, Asset Managment, Asset Management, Derivatives, Equity Derivatives, Series 7, Trading Systems
Education
University of Massachusetts, Amherst 1983 — 1987
UBS Investment Bank April 2007 - Present
Silver Point Capital 2005 - 2007
Goldman Sachs 1990 - 2005
Salomon Brothers August 1987 - January 1990
Skills
Prime Brokerage, Hedge Funds, Equities, Fixed Income, Securities Lending, Alternative Investments, Investment Banking, Capital Markets, Equity Swaps, Middle Office, Bonds, Asset Managment, Asset Management, Derivatives, Equity Derivatives, Series 7, Trading Systems
Education
University of Massachusetts, Amherst 1983 — 1987
Marlene McNamee's UBS Investment Bank Experience 2002 - 2006
Job Executive Director at Mizuho Securities USA Inc.
Industry Financial Services
Experience
Mizuho Securities USA Inc. February 2015 - Present
Nazareth Academy High School 2011 - Present
Deutsche Bank 2010 - 2014
Deutsche Bank 2006 - 2010
UBS Investment Bank 2002 - 2006
Destination Maternity Corporation 1998 - 2000
Macy's 1992 - 1998
Skills
Equity Sales, Capital Markets, CRM, Finance, Business Development, Strategy, Leadership, Equities, Investments, Financial Analysis, Portfolio Management
Education
University of Maryland - Robert H. Smith School of Business 2000 — 2002
Master of Business Administration (M.B.A.)
Villanova University 1988 — 1992
Bachelor's Degree, Accounting
Nazareth Academy
Mizuho Securities USA Inc. February 2015 - Present
Nazareth Academy High School 2011 - Present
Deutsche Bank 2010 - 2014
Deutsche Bank 2006 - 2010
UBS Investment Bank 2002 - 2006
Destination Maternity Corporation 1998 - 2000
Macy's 1992 - 1998
Skills
Equity Sales, Capital Markets, CRM, Finance, Business Development, Strategy, Leadership, Equities, Investments, Financial Analysis, Portfolio Management
Education
University of Maryland - Robert H. Smith School of Business 2000 — 2002
Master of Business Administration (M.B.A.)
Villanova University 1988 — 1992
Bachelor's Degree, Accounting
Nazareth Academy
Raj Radhakrishnan's UBS Investment Bank Experience July 2008 - July 2010
Job Capital markets application systems engineer Vice President
Industry Capital Markets
Experience
Wells Fargo Securities April 2014 - Present
Citco Fund Services April 2013 - April 2014
Barclays Capital June 2012 - April 2013
Citi June 2010 - June 2012
UBS Investment Bank July 2008 - July 2010
Prudential Financial January 2006 - September 2008
iNautix Technologies (Affiliate of Pershing/Bank of New York Mellon) June 2003 - December 2005
HCL Technologies June 2000 - June 2003
Indigo Technologies India Pvt Ltd (SSI Technologies) February 1998 - May 2000
Skills
Investment Banking, Front Office Trading..., Fixed Income Technology, Trade capture and..., Trade confirmation, Trade allocation
Education
Centre for Development of Advanced Computing (C-DAC) 1997 — 1998
Post Graduate Diploma in Advanced Computing, Computer Software Engineering
University of Madras 1993 — 1997
Bachelor of Engineering, Electronics & Communication
PAA Higher Secondary School
Wells Fargo Securities April 2014 - Present
Citco Fund Services April 2013 - April 2014
Barclays Capital June 2012 - April 2013
Citi June 2010 - June 2012
UBS Investment Bank July 2008 - July 2010
Prudential Financial January 2006 - September 2008
iNautix Technologies (Affiliate of Pershing/Bank of New York Mellon) June 2003 - December 2005
HCL Technologies June 2000 - June 2003
Indigo Technologies India Pvt Ltd (SSI Technologies) February 1998 - May 2000
Skills
Investment Banking, Front Office Trading..., Fixed Income Technology, Trade capture and..., Trade confirmation, Trade allocation
Education
Centre for Development of Advanced Computing (C-DAC) 1997 — 1998
Post Graduate Diploma in Advanced Computing, Computer Software Engineering
University of Madras 1993 — 1997
Bachelor of Engineering, Electronics & Communication
PAA Higher Secondary School
Arun Balasundaram's UBS Investment Bank Experience February 2002 - April 2009
Job Vice President Development at Louis Dreyfus Highbridge Energy
Industry Computer Software
Experience
Castleton Commodities International January 2012 - Present
Scotia Capital May 2009 - January 2012
UBS Investment Bank February 2002 - April 2009
Enron June 1999 - February 2002
Skills
C#, .NET, Microsoft SQL Server, Java, Oracle, SDLC, Business Analysis, Agile Methodologies, Trading Systems, Risk Management, Software Development, Software Project...
Education
University of Madras 1992 — 1996
BS, Electrical and Electronics
Castleton Commodities International January 2012 - Present
Scotia Capital May 2009 - January 2012
UBS Investment Bank February 2002 - April 2009
Enron June 1999 - February 2002
Skills
C#, .NET, Microsoft SQL Server, Java, Oracle, SDLC, Business Analysis, Agile Methodologies, Trading Systems, Risk Management, Software Development, Software Project...
Education
University of Madras 1992 — 1996
BS, Electrical and Electronics
Anna Lou Fletcher's UBS Investment Bank Experience April 1990 - April 1994
Job President, Board of Trustees at Bellport Brookhaven Historical Society
Industry Financial Services
Experience
Bellport Brookhaven Historical Society January 2013 - Present
BHP Billiton 1997 - 2002
UBS Investment Bank April 1990 - April 1994
Kidder Peabody 1983 - 1990
Skills
Asset Management, Business Strategy, Corporate Finance, Financial Modeling, Investments, Management, Mergers, Portfolio Management, Strategic Financial..., Strategic Planning
Education
University of Kansas, University of Maryland
BA, Spanish Language and Literature
University of Maryland College Park
MA, Economics
Bellport Brookhaven Historical Society January 2013 - Present
BHP Billiton 1997 - 2002
UBS Investment Bank April 1990 - April 1994
Kidder Peabody 1983 - 1990
Skills
Asset Management, Business Strategy, Corporate Finance, Financial Modeling, Investments, Management, Mergers, Portfolio Management, Strategic Financial..., Strategic Planning
Education
University of Kansas, University of Maryland
BA, Spanish Language and Literature
University of Maryland College Park
MA, Economics
Shingmin Lai's UBS Investment Bank Experience 1999 - 2006
Job Investment Management Professional
Industry Investment Management
Experience
Dillon Read Capital Management 2006 - 2007
UBS Investment Bank 1999 - 2006
UBS 1999 - 2006
Contifinancial Services, LLC 1994 - 1998
Credit Suisse First Boston 1991 - 1994
Andersen Consulting 1989 - 1991
Skills
Fixed Income, Hedge Funds, Bonds, Securities, Trading, Investment Banking, Alternative Investments, Derivatives, Securitization, Series 7, Equities, Portfolio Management, MBS, Structured Products, Series 63, Capital Markets, Structured Finance, Asset Management, Valuation
Education
University of Michigan 1985 — 1989
BSE, Industrial & Operations Engineering
Dillon Read Capital Management 2006 - 2007
UBS Investment Bank 1999 - 2006
UBS 1999 - 2006
Contifinancial Services, LLC 1994 - 1998
Credit Suisse First Boston 1991 - 1994
Andersen Consulting 1989 - 1991
Skills
Fixed Income, Hedge Funds, Bonds, Securities, Trading, Investment Banking, Alternative Investments, Derivatives, Securitization, Series 7, Equities, Portfolio Management, MBS, Structured Products, Series 63, Capital Markets, Structured Finance, Asset Management, Valuation
Education
University of Michigan 1985 — 1989
BSE, Industrial & Operations Engineering
Adam Weiner's UBS Investment Bank Experience May 2011 - June 2013
Job
Industry Financial Services
Experience
AQR Capital Management June 2013 - Present
UBS Investment Bank May 2011 - June 2013
Royal Bank of Scotland September 2009 - April 2011
Keel Point LLC May 2008 - December 2008
Citi July 2006 - August 2007
AllianceBernstein June 2004 - June 2006
Skills
Bloomberg, Derivatives, Financial Modeling, Fixed Income, Hedge Funds, Interest Rate..., Trading, Equity Derivatives, Valuation, Financial Risk, Portfolio Management
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2009
MBA, Finance, General
University of Maryland - Robert H. Smith School of Business 2007 — 2009
MS, Finance
University of Notre Dame 2000 — 2004
Bachelor of Science, Science-Business
AQR Capital Management June 2013 - Present
UBS Investment Bank May 2011 - June 2013
Royal Bank of Scotland September 2009 - April 2011
Keel Point LLC May 2008 - December 2008
Citi July 2006 - August 2007
AllianceBernstein June 2004 - June 2006
Skills
Bloomberg, Derivatives, Financial Modeling, Fixed Income, Hedge Funds, Interest Rate..., Trading, Equity Derivatives, Valuation, Financial Risk, Portfolio Management
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2009
MBA, Finance, General
University of Maryland - Robert H. Smith School of Business 2007 — 2009
MS, Finance
University of Notre Dame 2000 — 2004
Bachelor of Science, Science-Business
Kristan Blake Gochee's UBS Investment Bank Experience July 2004 - March 2011
Job Senior Vice President at Lloyds Banking Group
Industry Financial Services
Experience
Lloyds Banking Group July 2015 - Present
Lloyds Banking Group April 2014 - July 2015
CastleOak Securities, L.P. July 2013 - March 2014
Direct Access Partners March 2012 - May 2013
SecondMarket, Inc. March 2011 - February 2012
UBS Investment Bank July 2004 - March 2011
Conning Asset Management February 2001 - June 2004
Skills
Alternative Investments, ABS, Bloomberg, Trading, MBS, CMBS, Intex
Education
May 2002 Springfield College 2000 — 2002
Bachelor, Business Management; Finance, Cum Laude
University of Massachusetts, Amherst 1997 — 1999
Lloyds Banking Group July 2015 - Present
Lloyds Banking Group April 2014 - July 2015
CastleOak Securities, L.P. July 2013 - March 2014
Direct Access Partners March 2012 - May 2013
SecondMarket, Inc. March 2011 - February 2012
UBS Investment Bank July 2004 - March 2011
Conning Asset Management February 2001 - June 2004
Skills
Alternative Investments, ABS, Bloomberg, Trading, MBS, CMBS, Intex
Education
May 2002 Springfield College 2000 — 2002
Bachelor, Business Management; Finance, Cum Laude
University of Massachusetts, Amherst 1997 — 1999
Maxwell Miller's UBS Investment Bank Experience August 2012 - July 2013
Job Lead Developer
Industry Computer Software
Experience
ViewTurn December 2014 - Present
ChronoTrack Systems September 2013 - November 2014
UBS Investment Bank August 2012 - July 2013
UBS Investment Bank March 2012 - August 2012
Deutsche Bank July 2010 - February 2012
Deutsche Bank September 2009 - July 2010
Deutsche Bank June 2008 - August 2008
Chaircover Express Inc. December 2007 - August 2008
Carhartt May 2007 - August 2007
Skills
Java, Databases, Web Applications, C++, HTML, Software Project..., .NET, Business Analysis, AJAX, Microsoft SQL Server, CSS, Software Design, DB2, Data Warehousing, C, ASP.NET MVC, Java Enterprise Edition, Tomcat
Education
University of Michigan 2014 — 2019
Master of Business Administration (M.B.A.)
University of Michigan 2005 — 2009
Bachelor's Degree, Computer Science Engineering
ViewTurn December 2014 - Present
ChronoTrack Systems September 2013 - November 2014
UBS Investment Bank August 2012 - July 2013
UBS Investment Bank March 2012 - August 2012
Deutsche Bank July 2010 - February 2012
Deutsche Bank September 2009 - July 2010
Deutsche Bank June 2008 - August 2008
Chaircover Express Inc. December 2007 - August 2008
Carhartt May 2007 - August 2007
Skills
Java, Databases, Web Applications, C++, HTML, Software Project..., .NET, Business Analysis, AJAX, Microsoft SQL Server, CSS, Software Design, DB2, Data Warehousing, C, ASP.NET MVC, Java Enterprise Edition, Tomcat
Education
University of Michigan 2014 — 2019
Master of Business Administration (M.B.A.)
University of Michigan 2005 — 2009
Bachelor's Degree, Computer Science Engineering
Neeraj Dhanoa's UBS Investment Bank Experience July 2014 - Present
Job Associate Director, Global Industrials Group at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2014 - Present
UBS Investment Bank March 2012 - July 2014
UBS Investment Bank July 2010 - March 2012
Ford Motor Company October 2008 - July 2010
DTE Energy May 2007 - August 2007
Skills
Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Due Diligence, Data Analysis, Business Analysis, Financial Reporting, VBA, Corporate Development, Economics, Process Improvement, Microsoft Excel, Forecasting
Education
University of Michigan 2004 — 2008
BA, Economics
UBS Investment Bank July 2014 - Present
UBS Investment Bank March 2012 - July 2014
UBS Investment Bank July 2010 - March 2012
Ford Motor Company October 2008 - July 2010
DTE Energy May 2007 - August 2007
Skills
Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Due Diligence, Data Analysis, Business Analysis, Financial Reporting, VBA, Corporate Development, Economics, Process Improvement, Microsoft Excel, Forecasting
Education
University of Michigan 2004 — 2008
BA, Economics
Andre Curtis's UBS Investment Bank Experience September 2010 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
UBS Investment Bank September 2010 - Present
UBS Wealth Management October 2001 - September 2007
Education
University of Maryland College Park 1992 — 1996
BA, Sociology
UBS Investment Bank September 2010 - Present
UBS Wealth Management October 2001 - September 2007
Education
University of Maryland College Park 1992 — 1996
BA, Sociology
Frank Campo's UBS Investment Bank Experience April 2015 - Present
Job Director Rates Compliance at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank April 2015 - Present
CRT Capital Group January 2011 - Present
RBC Capital Markets June 2008 - December 2010
RBS Greenwich Capital June 2003 - June 2008
BNP Paribas November 1999 - May 2003
AIG Royal Alliance 1995 - 1999
Education
University of Maryland College Park 1985 — 1990
UBS Investment Bank April 2015 - Present
CRT Capital Group January 2011 - Present
RBC Capital Markets June 2008 - December 2010
RBS Greenwich Capital June 2003 - June 2008
BNP Paribas November 1999 - May 2003
AIG Royal Alliance 1995 - 1999
Education
University of Maryland College Park 1985 — 1990
Gary Gray's UBS Investment Bank Experience 2005 - 2008
Job Meteorologist at The D. E. Shaw Group
Industry Financial Services
Experience
The D. E. Shaw Group May 2014 - Present
Merrill Lynch March 2012 - May 2014
Societe Generale February 2011 - March 2012
Sempra Energy Trading June 2008 - February 2011
UBS Investment Bank 2005 - 2008
SGT 2005 - 2005
Earth Resources Technology 2005 - 2005
Raytheon Technical Services Company 2000 - 2005
Skills
Commodity Markets, Energy, Data Analysis, Natural Gas, Project Management, Forecasting, Team Leadership, Trading, Renewable Energy, Microsoft Excel, Statistics, Linux, Quality Assurance, Access, Quality Control, Testing, Microsoft Office
Education
University of Massachusetts Lowell 1989 — 1993
Bachelor of Science, Meteorology
The D. E. Shaw Group May 2014 - Present
Merrill Lynch March 2012 - May 2014
Societe Generale February 2011 - March 2012
Sempra Energy Trading June 2008 - February 2011
UBS Investment Bank 2005 - 2008
SGT 2005 - 2005
Earth Resources Technology 2005 - 2005
Raytheon Technical Services Company 2000 - 2005
Skills
Commodity Markets, Energy, Data Analysis, Natural Gas, Project Management, Forecasting, Team Leadership, Trading, Renewable Energy, Microsoft Excel, Statistics, Linux, Quality Assurance, Access, Quality Control, Testing, Microsoft Office
Education
University of Massachusetts Lowell 1989 — 1993
Bachelor of Science, Meteorology
Matt Quarello's UBS Investment Bank Experience August 2007 - Present
Job Structured Credit Trader at UBS Investment Bank
Industry Capital Markets
Experience
UBS Investment Bank August 2007 - Present
UBS Investment Bank March 2009 - Present
ICAP December 2008 - February 2009
Commonwealth Financial Network January 2003 - August 2005
Skills
Credit, Trading, Fixed Income, Bloomberg, Equities, Capital Markets, Financial Modeling, Derivatives, Hedge Funds, Valuation, Investment Banking, Series 7, Corporate Finance, Alternative Investments, Portfolio Management, Financial Analysis, Bonds, Options, Financial Markets, Investments
Education
University of Notre Dame 2005 — 2007
MBA, Finance
University of Massachusetts, Amherst 1998 — 2002
BS, Finance
UBS Investment Bank August 2007 - Present
UBS Investment Bank March 2009 - Present
ICAP December 2008 - February 2009
Commonwealth Financial Network January 2003 - August 2005
Skills
Credit, Trading, Fixed Income, Bloomberg, Equities, Capital Markets, Financial Modeling, Derivatives, Hedge Funds, Valuation, Investment Banking, Series 7, Corporate Finance, Alternative Investments, Portfolio Management, Financial Analysis, Bonds, Options, Financial Markets, Investments
Education
University of Notre Dame 2005 — 2007
MBA, Finance
University of Massachusetts, Amherst 1998 — 2002
BS, Finance
David Treat's UBS Investment Bank Experience May 2005 - November 2012
Job
Industry Banking
Experience
Accenture February 2015 - Present
Deloitte November 2012 - February 2015
UBS Investment Bank May 2005 - November 2012
Accenture September 1997 - March 2005
Skills
Management Consulting, Strategy, Mergers & Acquisitions, Business Strategy, Financial Services, Change Management, Management, Digital Strategy, Investment Banking, Strategic Planning, Innovation Consulting, Leadership, Outsourcing, Program Management, Business Transformation, Business Planning, New Business Development, Portfolio Management, Corporate Management, Strategy Development, Project Planning, External Audit, Internal Controls, Mergers, Entrepreneurship, Planning, Marketing Strategy, Negotiation, Technology Innovation, Capital Markets
Education
University of Michigan
M.A.
University of Pennsylvania
Bachelor of Arts (B.A.)
Accenture February 2015 - Present
Deloitte November 2012 - February 2015
UBS Investment Bank May 2005 - November 2012
Accenture September 1997 - March 2005
Skills
Management Consulting, Strategy, Mergers & Acquisitions, Business Strategy, Financial Services, Change Management, Management, Digital Strategy, Investment Banking, Strategic Planning, Innovation Consulting, Leadership, Outsourcing, Program Management, Business Transformation, Business Planning, New Business Development, Portfolio Management, Corporate Management, Strategy Development, Project Planning, External Audit, Internal Controls, Mergers, Entrepreneurship, Planning, Marketing Strategy, Negotiation, Technology Innovation, Capital Markets
Education
University of Michigan
M.A.
University of Pennsylvania
Bachelor of Arts (B.A.)
Jason Norton's UBS Investment Bank Experience 2006 - 2009
Job Senior Vice President at Hexagon Securities LLC
Industry Investment Banking
Experience
Hexagon Securities LLC 2009 - Present
UBS Investment Bank 2006 - 2009
Kirkland & Ellis LLP 2004 - 2006
Latham & Watkins 2000 - 2004
Skills
Securities Regulation, High Yield Bonds, Securities Offerings, Investment Grade Bonds, Liability Management, Legal Compliance, Securitization, ALM, Structured Products, Structured Finance, Securities, High Yield, Financial Structuring, Capital Markets
Education
University of North Carolina at Chapel Hill School of Law 1997 — 2000
JD
University of Miami 1993 — 1997
BA, Political Science/Spanish
Regis High School
Hexagon Securities LLC 2009 - Present
UBS Investment Bank 2006 - 2009
Kirkland & Ellis LLP 2004 - 2006
Latham & Watkins 2000 - 2004
Skills
Securities Regulation, High Yield Bonds, Securities Offerings, Investment Grade Bonds, Liability Management, Legal Compliance, Securitization, ALM, Structured Products, Structured Finance, Securities, High Yield, Financial Structuring, Capital Markets
Education
University of North Carolina at Chapel Hill School of Law 1997 — 2000
JD
University of Miami 1993 — 1997
BA, Political Science/Spanish
Regis High School
David Haan's UBS Investment Bank Experience August 1999 - May 2008
Job itinerant kibitzer
Industry Capital Markets
Experience
UBS Investment Bank August 1999 - May 2008
UBS February 1996 - September 1998
Morgan Stanley August 1989 - January 1996
Security Pacific Bank June 1987 - June 1989
Merrill Lynch August 1984 - May 1987
Education
LFHS
University of Maryland College Park
BS, Math
UBS Investment Bank August 1999 - May 2008
UBS February 1996 - September 1998
Morgan Stanley August 1989 - January 1996
Security Pacific Bank June 1987 - June 1989
Merrill Lynch August 1984 - May 1987
Education
LFHS
University of Maryland College Park
BS, Math
Scott A. McCulloch's UBS Investment Bank Experience August 2007 - October 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Boehringer-Ingelheim November 2009 - March 2012
UBS Investment Bank August 2007 - October 2008
Skills
Business Process, Requirements Analysis, SAP, Banking, Change Management, Strategy, Management, Testing, FX Options, Trading, Foreign Exchange, Consulting, SDLC, Business Analysis, Currency, ITIL, PMO, Software Project..., Vendor Management, PMP
Education
Western Connecticut State University 1983 — 1988
MBA, Finance/Strategic Planning
University of Miami 1978 — 1979
Bachelor of Arts (B.A.), Political Science
American College of Switzerland 1976 — 1977
International Banking
Boehringer-Ingelheim November 2009 - March 2012
UBS Investment Bank August 2007 - October 2008
Skills
Business Process, Requirements Analysis, SAP, Banking, Change Management, Strategy, Management, Testing, FX Options, Trading, Foreign Exchange, Consulting, SDLC, Business Analysis, Currency, ITIL, PMO, Software Project..., Vendor Management, PMP
Education
Western Connecticut State University 1983 — 1988
MBA, Finance/Strategic Planning
University of Miami 1978 — 1979
Bachelor of Arts (B.A.), Political Science
American College of Switzerland 1976 — 1977
International Banking
Barbara Blanck's UBS Investment Bank Experience 1993 - 2003
Job Office of the General Counsel at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers 2006 - Present
US Trust December 2004 - April 2006
UBS Investment Bank 1993 - 2003
Skills
Corporate Governance
Education
University at Albany
BA, History
University of Massachusetts, Amherst
MA, History
PricewaterhouseCoopers 2006 - Present
US Trust December 2004 - April 2006
UBS Investment Bank 1993 - 2003
Skills
Corporate Governance
Education
University at Albany
BA, History
University of Massachusetts, Amherst
MA, History
Ben Langione's UBS Investment Bank Experience June 2009 - August 2009
Job Associate at BofA Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch June 2010 - Present
UBS Investment Bank June 2009 - August 2009
Citigroup June 2008 - August 2008
Citigroup June 2007 - August 2007
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2010
Bachelor of Science
Hastings High
Merrill Lynch June 2010 - Present
UBS Investment Bank June 2009 - August 2009
Citigroup June 2008 - August 2008
Citigroup June 2007 - August 2007
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2010
Bachelor of Science
Hastings High
Matthew Gluck's UBS Investment Bank Experience September 2008 - April 2009
Job Project Manager DoddFrank & EMIR Control & MI at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse June 2013 - Present
RBS Investment Bank March 2010 - June 2013
Credit Suisse November 2009 - February 2010
Citigroup May 2009 - November 2009
UBS Investment Bank September 2008 - April 2009
Merrill Lynch December 2007 - July 2008
JPMorgan Chase October 2005 - November 2007
Credit Suisse February 2005 - October 2005
Reuters America June 2004 - January 2005
Bernard L. Madoff Investment Securities February 2000 - November 2003
Skills
Derivatives, Fixed Income, Equities, Business Analysis, Bloomberg, Trading Systems, Trading, Options, Investment Banking, Equity Derivatives, Requirements Gathering, Visio, Vendor Management, User Acceptance Testing, Securities, Business Requirements, Back Office
Education
University of Maryland College Park 1994 — 1998
bs, Finance
Credit Suisse June 2013 - Present
RBS Investment Bank March 2010 - June 2013
Credit Suisse November 2009 - February 2010
Citigroup May 2009 - November 2009
UBS Investment Bank September 2008 - April 2009
Merrill Lynch December 2007 - July 2008
JPMorgan Chase October 2005 - November 2007
Credit Suisse February 2005 - October 2005
Reuters America June 2004 - January 2005
Bernard L. Madoff Investment Securities February 2000 - November 2003
Skills
Derivatives, Fixed Income, Equities, Business Analysis, Bloomberg, Trading Systems, Trading, Options, Investment Banking, Equity Derivatives, Requirements Gathering, Visio, Vendor Management, User Acceptance Testing, Securities, Business Requirements, Back Office
Education
University of Maryland College Park 1994 — 1998
bs, Finance
Nicholas DeMaio, CPA, CGMA's UBS Investment Bank Experience March 2001 - July 2005
Job Vice President at TD
Industry Banking
Experience
TD November 2014 - Present
JPMorgan Chase February 2013 - November 2014
JPMorgan Chase April 2006 - February 2013
Merrill Lynch July 2005 - March 2006
UBS Investment Bank March 2001 - July 2005
Arthur Andersen September 1998 - March 2001
Skills
Forecasting, Financial Analysis, Financial Reporting, Accounting, Auditing, Banking, Regulatory Capital, Budgets, Finance, Management, Risk Management, Business Analysis, Analysis, Risk Based Capital, Stress Testing, CCAR, DFAST
Education
University of Maryland - Robert H. Smith School of Business 1995 — 1998
BA, Accounting
TD November 2014 - Present
JPMorgan Chase February 2013 - November 2014
JPMorgan Chase April 2006 - February 2013
Merrill Lynch July 2005 - March 2006
UBS Investment Bank March 2001 - July 2005
Arthur Andersen September 1998 - March 2001
Skills
Forecasting, Financial Analysis, Financial Reporting, Accounting, Auditing, Banking, Regulatory Capital, Budgets, Finance, Management, Risk Management, Business Analysis, Analysis, Risk Based Capital, Stress Testing, CCAR, DFAST
Education
University of Maryland - Robert H. Smith School of Business 1995 — 1998
BA, Accounting
Lindsey Mayglothling-Niedermeier's UBS Investment Bank Experience February 2007 - April 2009
Job Human Resources Professional
Industry Human Resources
Experience
UBS Investment Bank February 2007 - April 2009
Education
University of Maryland College Park 1997 — 2001
BA, Communications
UBS Investment Bank February 2007 - April 2009
Education
University of Maryland College Park 1997 — 2001
BA, Communications
Jason Rathgeber's UBS Investment Bank Experience April 1998 - February 2012
Job VP Technology at Pierpont Securities
Industry Capital Markets
Experience
Pierpont Securities December 2012 - Present
RBS Markets & International Banking May 2012 - December 2012
UBS Investment Bank April 1998 - February 2012
ABN AMRO September 1996 - July 1997
Merrill Lynch April 1996 - September 1996
CIBC 1994 - 1995
Skills
Java, ION Marketview, Trading, Fixed Income, Electronic Trading, Trading Systems
Education
University of Chicago 2009 — 2011
Financial Mathematics
University of Manitoba 1990 — 1994
Bachelor of Commerce (Honours), Finance
SJR
Pierpont Securities December 2012 - Present
RBS Markets & International Banking May 2012 - December 2012
UBS Investment Bank April 1998 - February 2012
ABN AMRO September 1996 - July 1997
Merrill Lynch April 1996 - September 1996
CIBC 1994 - 1995
Skills
Java, ION Marketview, Trading, Fixed Income, Electronic Trading, Trading Systems
Education
University of Chicago 2009 — 2011
Financial Mathematics
University of Manitoba 1990 — 1994
Bachelor of Commerce (Honours), Finance
SJR
Bob Kinney's UBS Investment Bank Experience 2000 - 2008
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities January 2013 - Present
Wells Fargo Securities August 2008 - December 2012
UBS Investment Bank 2000 - 2008
PaineWebber Incorporated August 1985 - December 2000
Education
University of Chicago 1983 — 1985
MBA, Finance
University of Maryland College Park 1980 — 1982
BS, Finance, Graduated magma cum laude
Wells Fargo Securities January 2013 - Present
Wells Fargo Securities August 2008 - December 2012
UBS Investment Bank 2000 - 2008
PaineWebber Incorporated August 1985 - December 2000
Education
University of Chicago 1983 — 1985
MBA, Finance
University of Maryland College Park 1980 — 1982
BS, Finance, Graduated magma cum laude
Sreenivas Chennupati's UBS Investment Bank Experience December 2014 - Present
Job Senior System Analyst in UBS Investment Bank
Industry Information Technology and Services
Experience
UBS Investment Bank December 2014 - Present
Cognizant Technology Solutions November 2005 - October 2014
Polaris Consulting & Services Ltd October 2003 - November 2005
Skills
Unix shellscripting, Oracle 11G PLSQL, PERL, MYSQL, SQL, Project Management, Controlled Release, Requirements Gathering, User Acceptance Testing, Payroll Processing, Linux, SunSolaris
Education
University of Madras 2000 — 2003
Master of Computer Applications (M.C.A.)
UBS Investment Bank December 2014 - Present
Cognizant Technology Solutions November 2005 - October 2014
Polaris Consulting & Services Ltd October 2003 - November 2005
Skills
Unix shellscripting, Oracle 11G PLSQL, PERL, MYSQL, SQL, Project Management, Controlled Release, Requirements Gathering, User Acceptance Testing, Payroll Processing, Linux, SunSolaris
Education
University of Madras 2000 — 2003
Master of Computer Applications (M.C.A.)
Harris Iqbal's UBS Investment Bank Experience November 2014 - Present
Job
Industry Financial Services
Experience
UBS Investment Bank November 2014 - Present
Macquarie Group September 2013 - November 2014
Barclays Capital March 2011 - August 2013
Skills
Financial Modeling, Private Equity, Investment Banking, Equity Research
Education
University of Maryland College Park 2006 — 2010
B.S., Finance
UBS Investment Bank November 2014 - Present
Macquarie Group September 2013 - November 2014
Barclays Capital March 2011 - August 2013
Skills
Financial Modeling, Private Equity, Investment Banking, Equity Research
Education
University of Maryland College Park 2006 — 2010
B.S., Finance
Joshua Zelmanovich's UBS Investment Bank Experience
Job Business Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank
Skills
Investment Banking, Requirements Gathering, Derivatives
Education
University of Michigan 1997 — 2001
UBS Investment Bank
Skills
Investment Banking, Requirements Gathering, Derivatives
Education
University of Michigan 1997 — 2001
Arshabh Sarda's UBS Investment Bank Experience 2012 - 2013
Job
Industry Capital Markets
Experience
Collaborative Capital 2013 - Present
BNP Paribas 2015 - Present
UBS Investment Bank 2012 - 2013
UBS Investment Bank 2011 - 2011
Bank of America Merrill Lynch 2009 - 2010
NASA 2009 - 2010
CERN 2007 - 2008
Skills
Emerging Markets, Fixed Income, Trading, Commodity, Financial Analysis, FX Options, Analysis, Entrepreneurship, Start-ups, Matlab, Java, Web Development, Artificial Intelligence, ASP.NET MVC, Microsoft Excel, VBA, C#, JavaScript, SQL, R
Education
University of Michigan
BSE, Aerospace Engineering
University of Michigan - Stephen M. Ross School of Business
BBA, Finance, Entrepreneurial Studies
Collaborative Capital 2013 - Present
BNP Paribas 2015 - Present
UBS Investment Bank 2012 - 2013
UBS Investment Bank 2011 - 2011
Bank of America Merrill Lynch 2009 - 2010
NASA 2009 - 2010
CERN 2007 - 2008
Skills
Emerging Markets, Fixed Income, Trading, Commodity, Financial Analysis, FX Options, Analysis, Entrepreneurship, Start-ups, Matlab, Java, Web Development, Artificial Intelligence, ASP.NET MVC, Microsoft Excel, VBA, C#, JavaScript, SQL, R
Education
University of Michigan
BSE, Aerospace Engineering
University of Michigan - Stephen M. Ross School of Business
BBA, Finance, Entrepreneurial Studies
Venkat Ganapatiraju's UBS Investment Bank Experience March 2007 - June 2008
Job Hadoop Consultant at UnitedHealth Group
Industry Information Technology and Services
Experience
UnitedHealth Group October 2013 - Present
Federal Aviation Administration June 2010 - September 2013
EY July 2009 - June 2010
Canon, Inc. June 2008 - July 2009
UBS Investment Bank March 2007 - June 2008
Clique Technologies April 2006 - February 2007
Skills
Big Data, Hadoop, MapReduce, Apache Pig, Sqoop, Hive, HBase, Core Java, Lucene, NoSQL, Oracle SOA Suite, Oracle Service Bus, Documentum, J2EE Application..., JavaScript, Enterprise Architecture, SDLC, Agile Methodologies, SQL, SOA, Integration, Weblogic, Java, Java Enterprise Edition, Web Services
Education
University of New Haven 2005 — 2007
Master of Science (MS), Computer Science
University of Madras 2000 — 2004
Bachelor of Technology (BTech), Information Technology
UnitedHealth Group October 2013 - Present
Federal Aviation Administration June 2010 - September 2013
EY July 2009 - June 2010
Canon, Inc. June 2008 - July 2009
UBS Investment Bank March 2007 - June 2008
Clique Technologies April 2006 - February 2007
Skills
Big Data, Hadoop, MapReduce, Apache Pig, Sqoop, Hive, HBase, Core Java, Lucene, NoSQL, Oracle SOA Suite, Oracle Service Bus, Documentum, J2EE Application..., JavaScript, Enterprise Architecture, SDLC, Agile Methodologies, SQL, SOA, Integration, Weblogic, Java, Java Enterprise Edition, Web Services
Education
University of New Haven 2005 — 2007
Master of Science (MS), Computer Science
University of Madras 2000 — 2004
Bachelor of Technology (BTech), Information Technology
Ranjani Ramachandra, CFA's UBS Investment Bank Experience March 2009 - July 2011
Job Director, Equity Derivatives Trading, Barclays Capital
Industry Investment Banking
Experience
Barclays Capital July 2011 - Present
UBS Investment Bank March 2009 - July 2011
University of Michigan January 2008 - December 2008
UBS Investment Bank June 2008 - August 2008
Skills
Equity Derivatives, Equities, Trading, Exotic Derivatives, Derivatives, Fixed Income, Bloomberg, Quantitative Finance, Options, Investment Banking, Trading Systems, Financial Modeling, Valuation, VBA, Electronic Trading
Education
University of Michigan 2007 — 2008
MS, Financial Engineering
R. V. College of Engineering, Bangalore 2003 — 2007
BE, Computer Science Engineering
Barclays Capital July 2011 - Present
UBS Investment Bank March 2009 - July 2011
University of Michigan January 2008 - December 2008
UBS Investment Bank June 2008 - August 2008
Skills
Equity Derivatives, Equities, Trading, Exotic Derivatives, Derivatives, Fixed Income, Bloomberg, Quantitative Finance, Options, Investment Banking, Trading Systems, Financial Modeling, Valuation, VBA, Electronic Trading
Education
University of Michigan 2007 — 2008
MS, Financial Engineering
R. V. College of Engineering, Bangalore 2003 — 2007
BE, Computer Science Engineering
David Palmerola's UBS Investment Bank Experience June 2007 - June 2009
Job Manager, M&A and Corporate Development
Industry Investment Management
Experience
ADT June 2013 - Present
Citi August 2009 - June 2013
UBS Investment Bank June 2007 - June 2009
Morgan Stanley 2006 - 2006
Skills
Valuation, Investment Banking, Financial Modeling, Private Equity, Corporate Finance, Equities, Capital Markets, Fixed Income, Bloomberg, LBO, Hedge Funds, Investments, Mergers, Mergers & Acquisitions, IPO, Corporate Development, Strategy, Investment Strategies, Finance, Alternative Investments, Portfolio Management, Analysis
Education
University of Miami - School of Business 2011 — 2013
Master of Business Administration (MBA), Finance
University of Miami 2003 — 2007
BA, Finance
Christopher Columbus 1999 — 2003
ADT June 2013 - Present
Citi August 2009 - June 2013
UBS Investment Bank June 2007 - June 2009
Morgan Stanley 2006 - 2006
Skills
Valuation, Investment Banking, Financial Modeling, Private Equity, Corporate Finance, Equities, Capital Markets, Fixed Income, Bloomberg, LBO, Hedge Funds, Investments, Mergers, Mergers & Acquisitions, IPO, Corporate Development, Strategy, Investment Strategies, Finance, Alternative Investments, Portfolio Management, Analysis
Education
University of Miami - School of Business 2011 — 2013
Master of Business Administration (MBA), Finance
University of Miami 2003 — 2007
BA, Finance
Christopher Columbus 1999 — 2003
Adam Seiden, CFA's UBS Investment Bank Experience August 2008 - March 2011
Job Vice President, Equity Research, Barclays
Industry Investment Banking
Experience
Barclays August 2015 - Present
Barclays March 2011 - August 2015
UBS Investment Bank August 2008 - March 2011
Lehman Brothers August 2007 - August 2008
Neuberger Berman May 2006 - August 2006
Skills
Bloomberg, Equities, Finance, Financial Modeling, Fixed Income
Education
University of Miami 2003 — 2007
BBA, Finance
Barclays August 2015 - Present
Barclays March 2011 - August 2015
UBS Investment Bank August 2008 - March 2011
Lehman Brothers August 2007 - August 2008
Neuberger Berman May 2006 - August 2006
Skills
Bloomberg, Equities, Finance, Financial Modeling, Fixed Income
Education
University of Miami 2003 — 2007
BBA, Finance
Maryann Davidson's UBS Investment Bank Experience August 2006 - August 2007
Job Project Manager at Prometric
Industry Information Technology and Services
Experience
Prometric February 2013 - Present
Prometric January 2008 - February 2013
UBS Investment Bank August 2006 - August 2007
Skills
Process Improvement, Project Planning, Business Analysis, Business Process..., Requirements Gathering, Contract Management, CRM, Salesforce.com, Team Management, Financial Reporting, Contract Negotiation, Risk Management
Education
Mountbatten Internship Program 2006 — 2007
Certificate, International Business Practice
University of Mary Washington 2002 — 2006
BS, Business Administration
Prometric February 2013 - Present
Prometric January 2008 - February 2013
UBS Investment Bank August 2006 - August 2007
Skills
Process Improvement, Project Planning, Business Analysis, Business Process..., Requirements Gathering, Contract Management, CRM, Salesforce.com, Team Management, Financial Reporting, Contract Negotiation, Risk Management
Education
Mountbatten Internship Program 2006 — 2007
Certificate, International Business Practice
University of Mary Washington 2002 — 2006
BS, Business Administration
Patrick Hofer's UBS Investment Bank Experience March 2011 - October 2013
Job Associate Director Equities Control Manager at UBS Investment Bank
Industry Investment Banking
Experience
Royal Bank of Scotland August 2014 - February 2015
UBS Investment Bank March 2011 - October 2013
UBS Investment Bank March 2010 - March 2011
UBS Investment Bank September 2007 - March 2010
UBS Investment Bank June 2006 - September 2007
Skills
Fixed Income, Bonds, Capital Markets, Derivatives, Credit Derivatives, Swaps, CDS, Bloomberg, Equities, Risk Management
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Econimics
Royal Bank of Scotland August 2014 - February 2015
UBS Investment Bank March 2011 - October 2013
UBS Investment Bank March 2010 - March 2011
UBS Investment Bank September 2007 - March 2010
UBS Investment Bank June 2006 - September 2007
Skills
Fixed Income, Bonds, Capital Markets, Derivatives, Credit Derivatives, Swaps, CDS, Bloomberg, Equities, Risk Management
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Econimics
Alex Nelissen's UBS Investment Bank Experience May 2011 - Present
Job UBS Equity Structured Derivatives Group
Industry Investment Banking
Experience
UBS Investment Bank May 2011 - Present
Lehman Brothers December 2007 - December 2010
Barclays Capital December 2006 - December 2010
JP Morgan September 2003 - November 2007
JP Morgan September 2003 - November 2007
UBS 2000 - 2001
NYSE Euronext August 1998 - September 1998
Goldman Sachs January 1998 - September 1998
Skills
Trading Systems, Fixed Income, Equities, Derivatives, FX Options, Trading, Middle Office, Emerging Markets, Financial Risk, Finance, Bloomberg, Options, Capital Markets, Equity Derivatives, Hedge Funds
Education
University of Massachusetts, Amherst
Finance, Investments
UBS Investment Bank May 2011 - Present
Lehman Brothers December 2007 - December 2010
Barclays Capital December 2006 - December 2010
JP Morgan September 2003 - November 2007
JP Morgan September 2003 - November 2007
UBS 2000 - 2001
NYSE Euronext August 1998 - September 1998
Goldman Sachs January 1998 - September 1998
Skills
Trading Systems, Fixed Income, Equities, Derivatives, FX Options, Trading, Middle Office, Emerging Markets, Financial Risk, Finance, Bloomberg, Options, Capital Markets, Equity Derivatives, Hedge Funds
Education
University of Massachusetts, Amherst
Finance, Investments
Amanda Metviner's UBS Investment Bank Experience May 2009 - August 2009
Job Investment Banking Associate at Citi
Industry Banking
Experience
Citi August 2015 - Present
Citi February 2013 - July 2015
Citi June 2012 - February 2013
Citigroup July 2010 - November 2012
UBS Investment Bank May 2009 - August 2009
Vision Financial Markets, LLC May 2008 - August 2008
Pitney Bowes, Inc May 2007 - August 2007
Skills
Series 7, Series 63, Series 79, Analysis, Bloomberg, Capital Markets, Data Analysis, Derivatives, Equities, FINRA, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Management, Investments, Market Research, Microsoft Excel, Microsoft Office, Portfolio Management, Securities, Strategic Planning, Project Management, Trading
Education
University of Michigan 2006 — 2010
B.S.E, Industrial and Operations Engineering
King and Low-Heywood Thomas School
Citi August 2015 - Present
Citi February 2013 - July 2015
Citi June 2012 - February 2013
Citigroup July 2010 - November 2012
UBS Investment Bank May 2009 - August 2009
Vision Financial Markets, LLC May 2008 - August 2008
Pitney Bowes, Inc May 2007 - August 2007
Skills
Series 7, Series 63, Series 79, Analysis, Bloomberg, Capital Markets, Data Analysis, Derivatives, Equities, FINRA, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Management, Investments, Market Research, Microsoft Excel, Microsoft Office, Portfolio Management, Securities, Strategic Planning, Project Management, Trading
Education
University of Michigan 2006 — 2010
B.S.E, Industrial and Operations Engineering
King and Low-Heywood Thomas School
Jon Hantler's UBS Investment Bank Experience May 2003 - December 2003
Job Investment Professional and Regulatory Officer Dedicated Leader of Investment and Regulatory Teams
Industry Investment Management
Experience
Bridgewater Associates January 2013 - Present
Bridgewater Associates January 2004 - December 2012
UBS Investment Bank May 2003 - December 2003
Deutsche Bank January 2002 - December 2002
Skills
Hedge Funds, Fixed Income, Trading Systems, Derivatives, Electronic Trading, Global Macro, Equities, Options, Trading, Alternative Investments, Bloomberg, Prime Brokerage, Swaps, Capital Markets, Equity Derivatives, FX Options, Commodity, Equity Trading, Interest Rate..., Middle Office, Series 7, Credit Derivatives, Investment Banking, Back Office, Series 63, Bonds
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance, Statistics
University of Michigan 1993 — 1997
Bachelor of Science (BS), Mathematics
Bridgewater Associates January 2013 - Present
Bridgewater Associates January 2004 - December 2012
UBS Investment Bank May 2003 - December 2003
Deutsche Bank January 2002 - December 2002
Skills
Hedge Funds, Fixed Income, Trading Systems, Derivatives, Electronic Trading, Global Macro, Equities, Options, Trading, Alternative Investments, Bloomberg, Prime Brokerage, Swaps, Capital Markets, Equity Derivatives, FX Options, Commodity, Equity Trading, Interest Rate..., Middle Office, Series 7, Credit Derivatives, Investment Banking, Back Office, Series 63, Bonds
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance, Statistics
University of Michigan 1993 — 1997
Bachelor of Science (BS), Mathematics
Bill Weathers's UBS Investment Bank Experience October 2001 - June 2007
Job Investment Advisor
Industry Financial Services
Experience
Merrill Lynch May 2013 - Present
Ally Financial Inc. July 2007 - May 2013
UBS Investment Bank October 2001 - June 2007
Merrill Lynch April 1997 - October 2002
IVS Investment Banking May 1993 - March 1997
Skills
Capital Markets, Investments, Asset Management, Financial Markets, Banking, Portfolio Management, Financial Modeling, Corporate Finance, Credit Analysis, Financial Analysis, Credit, Valuation
Education
University of Michigan 1989 — 1993
Bachelors, Finance
Merrill Lynch May 2013 - Present
Ally Financial Inc. July 2007 - May 2013
UBS Investment Bank October 2001 - June 2007
Merrill Lynch April 1997 - October 2002
IVS Investment Banking May 1993 - March 1997
Skills
Capital Markets, Investments, Asset Management, Financial Markets, Banking, Portfolio Management, Financial Modeling, Corporate Finance, Credit Analysis, Financial Analysis, Credit, Valuation
Education
University of Michigan 1989 — 1993
Bachelors, Finance
Jasmin Patel's UBS Investment Bank Experience August 2008 - August 2009
Job
Industry Financial Services
Experience
Prudential Financial May 2015 - Present
Prudential Financial January 2013 - May 2015
New York Life Insurance Company October 2009 - January 2013
UBS Investment Bank August 2008 - August 2009
U.S. Civilian Research & Development Foundation June 2007 - August 2007
Education
University of Maryland College Park
Bachelor of Arts, Double Major in Government & Politics and Criminology & Criminal Justice
Prudential Financial May 2015 - Present
Prudential Financial January 2013 - May 2015
New York Life Insurance Company October 2009 - January 2013
UBS Investment Bank August 2008 - August 2009
U.S. Civilian Research & Development Foundation June 2007 - August 2007
Education
University of Maryland College Park
Bachelor of Arts, Double Major in Government & Politics and Criminology & Criminal Justice
Sahulhameed Syedmohamed's UBS Investment Bank Experience January 2006 - March 2007
Job Unix Admin
Industry Financial Services
Experience
Credit Suisse September 2015 - Present
BNP Paribas May 2014 - August 2015
Credit Suisse December 2011 - May 2014
Fidelity Investments April 2011 - December 2011
Deutsche Bank March 2007 - April 2011
UBS Investment Bank January 2006 - March 2007
Skills
Veritas Volume Manager, Unix, Veritas Cluster Server, Solaris, Solaris Zones, Veritas, Veritas Storage..., AIX, Red Hat Linux, Sun, High Availability, Solaris Volume Manager, RedHat, RHEL, SAN, Disaster Recovery, Virtualization
Education
University of Madras 2000 — 2004
B.E, ECE
Credit Suisse September 2015 - Present
BNP Paribas May 2014 - August 2015
Credit Suisse December 2011 - May 2014
Fidelity Investments April 2011 - December 2011
Deutsche Bank March 2007 - April 2011
UBS Investment Bank January 2006 - March 2007
Skills
Veritas Volume Manager, Unix, Veritas Cluster Server, Solaris, Solaris Zones, Veritas, Veritas Storage..., AIX, Red Hat Linux, Sun, High Availability, Solaris Volume Manager, RedHat, RHEL, SAN, Disaster Recovery, Virtualization
Education
University of Madras 2000 — 2004
B.E, ECE
Aileen Yeh's UBS Investment Bank Experience October 2008 - May 2015
Job Capital Introduction at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank October 2008 - May 2015
UBS Investment Bank January 2008 - March 2008
Accenture July 2007 - December 2007
Skills
Hedge Funds, Capital, Investments, Prime Brokerage, Strategy, Fund Of Funds, Structured Products, Investor Relations, Due Diligence, Portfolio Management, Alternative Investments, Private Equity, Capital Markets, Equities, Asset Management, Fixed Income, Investment Banking, Derivatives
Education
University of Melbourne 2005 — 2008
Bachelor of Commerce (B.Com.), Economics
University of Pennsylvania 2006 — 2007
Marketing/Economics
UBS Investment Bank October 2008 - May 2015
UBS Investment Bank January 2008 - March 2008
Accenture July 2007 - December 2007
Skills
Hedge Funds, Capital, Investments, Prime Brokerage, Strategy, Fund Of Funds, Structured Products, Investor Relations, Due Diligence, Portfolio Management, Alternative Investments, Private Equity, Capital Markets, Equities, Asset Management, Fixed Income, Investment Banking, Derivatives
Education
University of Melbourne 2005 — 2008
Bachelor of Commerce (B.Com.), Economics
University of Pennsylvania 2006 — 2007
Marketing/Economics
Mickey Weatherston's UBS Investment Bank Experience January 2006 - Present
Job Executive Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank January 2006 - Present
Goldman Sachs September 2004 - January 2006
Skills
Prime Brokerage, Hedge Funds, Equities, Fixed Income, Derivatives, Investment Banking, Capital Markets, Bloomberg, Trading Systems, Securities
Education
University of Maryland - Robert H. Smith School of Business 2000 — 2004
BS, Finance
UBS Investment Bank January 2006 - Present
Goldman Sachs September 2004 - January 2006
Skills
Prime Brokerage, Hedge Funds, Equities, Fixed Income, Derivatives, Investment Banking, Capital Markets, Bloomberg, Trading Systems, Securities
Education
University of Maryland - Robert H. Smith School of Business 2000 — 2004
BS, Finance
Simon Leopold's UBS Investment Bank Experience April 2012 - July 2012
Job Executive Vice President / Treasurer at The Taubman Company
Industry Real Estate
Experience
The Taubman Company September 2012 - Present
UBS Investment Bank April 2012 - July 2012
Keefe, Bruyette & Woods January 2011 - January 2012
Deutsche Bank Securities July 1999 - October 2010
New York Department of City Planning September 1995 - August 1997
New York City Economic Development Corporation September 1992 - September 1995
Office of the Mayor - New York City January 1990 - August 1992
Skills
Private Equity, Real Estate Economics, Valuation, Financial Modeling, Investment Banking, Due Diligence, Capital Markets, Asset Managment, Equities, Mergers, Investments, Structured Finance, Corporate Finance, Financial Analysis, Portfolio Management
Education
Yale School of Management 1997 — 1999
MBA
NYU Wagner School 1995 — 1997
Urban Planning
University of Michigan 1985 — 1989
AB, Communications
Bronx HS of Science 1981 — 1985
The Taubman Company September 2012 - Present
UBS Investment Bank April 2012 - July 2012
Keefe, Bruyette & Woods January 2011 - January 2012
Deutsche Bank Securities July 1999 - October 2010
New York Department of City Planning September 1995 - August 1997
New York City Economic Development Corporation September 1992 - September 1995
Office of the Mayor - New York City January 1990 - August 1992
Skills
Private Equity, Real Estate Economics, Valuation, Financial Modeling, Investment Banking, Due Diligence, Capital Markets, Asset Managment, Equities, Mergers, Investments, Structured Finance, Corporate Finance, Financial Analysis, Portfolio Management
Education
Yale School of Management 1997 — 1999
MBA
NYU Wagner School 1995 — 1997
Urban Planning
University of Michigan 1985 — 1989
AB, Communications
Bronx HS of Science 1981 — 1985
Priyadarshini Saravanan's UBS Investment Bank Experience April 2007 - October 2007
Job Program Manager
Industry Computer Software
Experience
HCL America December 2010 - Present
Tech Mahindra March 2009 - November 2009
Excell Data Corp April 2008 - October 2008
UBS Investment Bank April 2007 - October 2007
Wipro Technologies March 2004 - August 2006
Education
University of Madras 1999 — 2003
Bachelors, Information technology
HCL America December 2010 - Present
Tech Mahindra March 2009 - November 2009
Excell Data Corp April 2008 - October 2008
UBS Investment Bank April 2007 - October 2007
Wipro Technologies March 2004 - August 2006
Education
University of Madras 1999 — 2003
Bachelors, Information technology
Michelle Torpey's UBS Investment Bank Experience March 2007 - Present
Job Office Manager at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank March 2007 - Present
Education
University of Massachusetts, Amherst 1999 — 2003
Bachelor of Science
UBS Investment Bank March 2007 - Present
Education
University of Massachusetts, Amherst 1999 — 2003
Bachelor of Science
David Treiger's UBS Investment Bank Experience 2004 - 2007
Job Senior Country Risk Manager and Economist at Citigroup
Industry Financial Services
Experience
Citi 2008 - Present
UBS Investment Bank 2004 - 2007
Office of the Comptroller of the Currency 2003 - 2004
Skills
Country Risk Analysis, Risk Management, Emerging Markets, Sovereign Debt, Economics, Banking, Public Sector, Economic Modeling, Financial Economics, Econometrics, Analysis
Education
The University of Chicago
University of London
University of St. Andrews
Citi 2008 - Present
UBS Investment Bank 2004 - 2007
Office of the Comptroller of the Currency 2003 - 2004
Skills
Country Risk Analysis, Risk Management, Emerging Markets, Sovereign Debt, Economics, Banking, Public Sector, Economic Modeling, Financial Economics, Econometrics, Analysis
Education
The University of Chicago
University of London
University of St. Andrews
Kathleen Reaume's UBS Investment Bank Experience July 2010 - February 2012
Job Finance & Strategy Senior Manager at ZocDoc
Industry Internet
Experience
ZocDoc February 2015 - Present
ZocDoc January 2014 - February 2015
ZocDoc February 2012 - December 2013
UBS Investment Bank July 2010 - February 2012
Education
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (B.B.A.), Finance, Strategy
University of Michigan
Bachelor of Arts (B.A.), Psychology
ZocDoc February 2015 - Present
ZocDoc January 2014 - February 2015
ZocDoc February 2012 - December 2013
UBS Investment Bank July 2010 - February 2012
Education
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (B.B.A.), Finance, Strategy
University of Michigan
Bachelor of Arts (B.A.), Psychology