UBS Investment Bank
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UBS Investment Bank Employees
Employee
Years
Job
Industry
Bibi R. Rafickrullah Bibi R. Rafickrullah's UBS Investment Bank Experience September 2000 - July 2006
Job Administrative & Customer Service
Industry Hospitality
Experience
Hersha Hospitality January 2010 - Present
Dr. Devi Enerio-Ellant May 2009 - Present
Edward H. Rosenthal, Law Office October 2008 - February 2009
Hyatt Regency June 2007 - November 2007
Chief Cargo & Edco Transport February 2007 - June 2007
UBS Investment Bank September 2000 - July 2006
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Organization, Clerical Work, Clerical Skills, Research, Internet, Event Planning, Fax, Data Entry, Administrative..., Customer Service, Sales, Retail Sales, Retail, Telephone Skills, Food, Hotels, Front Office, Photoshop, Meeting Planning, Banquets, Time Management, Teamwork, Fundraising
Education
QC School of Events 2011 — 2015
Event and Wedding Planner
Borough of Manhattan Community College 2001 — 2007
Associate of Science (A.S.), Business Administration and Management, General
Hersha Hospitality January 2010 - Present
Dr. Devi Enerio-Ellant May 2009 - Present
Edward H. Rosenthal, Law Office October 2008 - February 2009
Hyatt Regency June 2007 - November 2007
Chief Cargo & Edco Transport February 2007 - June 2007
UBS Investment Bank September 2000 - July 2006
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Organization, Clerical Work, Clerical Skills, Research, Internet, Event Planning, Fax, Data Entry, Administrative..., Customer Service, Sales, Retail Sales, Retail, Telephone Skills, Food, Hotels, Front Office, Photoshop, Meeting Planning, Banquets, Time Management, Teamwork, Fundraising
Education
QC School of Events 2011 — 2015
Event and Wedding Planner
Borough of Manhattan Community College 2001 — 2007
Associate of Science (A.S.), Business Administration and Management, General
James Terranova James Terranova's UBS Investment Bank Experience July 2013 - June 2015
Job Investment Associate at BV Investment Partners
Industry Venture Capital & Private Equity
Experience
BV Investment Partners July 2015 - Present
UBS Investment Bank July 2013 - June 2015
UBS Investment Bank June 2012 - August 2012
Goldman Sachs June 2011 - August 2011
Education
Boston College 2009 — 2013
Bachelor’s Degree, Finance and Economics
London School of Economics and Political Science 2011 — 2012
General Course Study Abroad Program, Economics & Finance
Wayland High School 2005 — 2009
BV Investment Partners July 2015 - Present
UBS Investment Bank July 2013 - June 2015
UBS Investment Bank June 2012 - August 2012
Goldman Sachs June 2011 - August 2011
Education
Boston College 2009 — 2013
Bachelor’s Degree, Finance and Economics
London School of Economics and Political Science 2011 — 2012
General Course Study Abroad Program, Economics & Finance
Wayland High School 2005 — 2009
Rachel Stephan's UBS Investment Bank Experience July 2011 - August 2013
Job Equity Trader at Surveyor Capital
Industry Investment Management
Experience
Citadel LLC September 2013 - Present
UBS Investment Bank July 2011 - August 2013
Skills
Bloomberg, Equities, Series 7, Microsoft Excel, Economics, Equity Derivatives, Hedge Funds, Stata, Data Analysis, Asset Management, Financial Analysis, Investment Banking
Education
Boston College 2007 — 2011
Bachelor of Science (BS), Finance, General
Citadel LLC September 2013 - Present
UBS Investment Bank July 2011 - August 2013
Skills
Bloomberg, Equities, Series 7, Microsoft Excel, Economics, Equity Derivatives, Hedge Funds, Stata, Data Analysis, Asset Management, Financial Analysis, Investment Banking
Education
Boston College 2007 — 2011
Bachelor of Science (BS), Finance, General
Johnny Rivera Johnny Rivera's UBS Investment Bank Experience August 2009 - January 2010
Job CompTia A+ Technician
Industry Information Technology and Services
Experience
CPQi June 2014 - November 2014
3D Heights February 2014 - June 2014
Independent Technical Support January 2013 - February 2014
Citi November 2012 - December 2012
StreetWise Partners August 2012 - December 2012
NPower NY July 2012 - December 2012
UBS Investment Bank August 2009 - January 2010
Year Up March 2009 - January 2010
Cohen, Hochman, & Allen June 2008 - March 2009
Education
Borough of Manhattan Community College 2012 — 2012
Associate's Degree
CPQi June 2014 - November 2014
3D Heights February 2014 - June 2014
Independent Technical Support January 2013 - February 2014
Citi November 2012 - December 2012
StreetWise Partners August 2012 - December 2012
NPower NY July 2012 - December 2012
UBS Investment Bank August 2009 - January 2010
Year Up March 2009 - January 2010
Cohen, Hochman, & Allen June 2008 - March 2009
Education
Borough of Manhattan Community College 2012 — 2012
Associate's Degree
Wilson Lee, CFA Wilson Lee, CFA's UBS Investment Bank Experience June 2007 - August 2007
Job Founder at JustVacay
Industry Financial Services
Experience
JustVacay March 2014 - Present
BlackRock March 2011 - March 2014
BlackRock October 2010 - March 2011
JPMorgan Chase July 2008 - February 2010
Boston College September 2006 - May 2008
UBS Investment Bank June 2007 - August 2007
Skills
Asset Management, Investment Management, Quantitative Finance, Strategy, Financial Modeling, Securities, Fixed Income, Equities, Hedge Funds, Bloomberg, Derivatives, Quantitative Analytics, Equity Research, Portfolio Management, JavaScript, Web Applications, CSS, HTML, Ruby on Rails, PostgreSQL, AngularJS, Investments, Valuation
Education
University of California, Berkeley, Haas School of Business 2010 — 2011
Master of Engineering (MEng), Financial Engineering
Columbia University in the City of New York 2008 — 2009
Quantitative Studies for Finance
Boston College 2004 — 2008
Bachelor of Science (BS), Biology, Economics
JustVacay March 2014 - Present
BlackRock March 2011 - March 2014
BlackRock October 2010 - March 2011
JPMorgan Chase July 2008 - February 2010
Boston College September 2006 - May 2008
UBS Investment Bank June 2007 - August 2007
Skills
Asset Management, Investment Management, Quantitative Finance, Strategy, Financial Modeling, Securities, Fixed Income, Equities, Hedge Funds, Bloomberg, Derivatives, Quantitative Analytics, Equity Research, Portfolio Management, JavaScript, Web Applications, CSS, HTML, Ruby on Rails, PostgreSQL, AngularJS, Investments, Valuation
Education
University of California, Berkeley, Haas School of Business 2010 — 2011
Master of Engineering (MEng), Financial Engineering
Columbia University in the City of New York 2008 — 2009
Quantitative Studies for Finance
Boston College 2004 — 2008
Bachelor of Science (BS), Biology, Economics
Chris Devor's UBS Investment Bank Experience June 2005 - August 2005
Job Founder, CEO at Macroplant LLC
Industry Computer Software
Experience
Macroplant LLC August 2008 - Present
National Institutes of Health June 2006 - December 2009
UBS Investment Bank June 2005 - August 2005
Education
Boston College 2002 — 2006
Bachelor of Science, Biochemistry, Management, Finance, Summa Cum Laude
Macroplant LLC August 2008 - Present
National Institutes of Health June 2006 - December 2009
UBS Investment Bank June 2005 - August 2005
Education
Boston College 2002 — 2006
Bachelor of Science, Biochemistry, Management, Finance, Summa Cum Laude
Christina Rossetti's UBS Investment Bank Experience June 2007 - August 2007
Job CPA, Tax Senior at DZH Phillips LLP
Industry Accounting
Experience
DZH Phillips LLP October 2014 - Present
PwC January 2013 - August 2014
Strong Women, Strong Girls September 2013 - May 2014
PwC June 2011 - August 2011
McGladrey June 2010 - August 2010
UBS Investment Bank June 2007 - August 2007
Skills
Nonprofit Tax, Nonprofit Accounting, Corporate Tax, Partnership Taxation, CPA, Tax, Accounting, GAAP, Tax Preparation, Healthcare, Higher Education, Research, Social Media, Coaching, Leadership Development, Writing, Public Speaking
Education
Boston College 2008 — 2012
Bachelor of Science (B.S.), Management, Honors Program
DZH Phillips LLP October 2014 - Present
PwC January 2013 - August 2014
Strong Women, Strong Girls September 2013 - May 2014
PwC June 2011 - August 2011
McGladrey June 2010 - August 2010
UBS Investment Bank June 2007 - August 2007
Skills
Nonprofit Tax, Nonprofit Accounting, Corporate Tax, Partnership Taxation, CPA, Tax, Accounting, GAAP, Tax Preparation, Healthcare, Higher Education, Research, Social Media, Coaching, Leadership Development, Writing, Public Speaking
Education
Boston College 2008 — 2012
Bachelor of Science (B.S.), Management, Honors Program
Thomas Willomitzer's UBS Investment Bank Experience June 2005 - September 2007
Job Founder at Stealth Mode Startup
Industry Internet
Experience
JUMIO February 2011 - February 2015
Youhelp June 2009 - January 2011
Credit Suisse February 2010 - May 2010
UniCredit Markets & Investment Banking September 2007 - August 2009
UBS Investment Bank June 2005 - September 2007
BrokerHub September 2004 - September 2005
Last.fm 2001 - 2003
Skills
Strategic Leadership, Strategic IT Management, Team Leadership, Leadership, Commercial Acumen, Technology Development, Team Building, Agile Methodologies, Scrum, Software Architectural..., Software Development, Java, C++, Programming, Scalability, Spring Framework, Architecture, Databases, Algorithms
Education
Birkbeck, University of London 2003 — 2004
MSc, Computer Science
University of Technology, Vienna 1995 — 2000
Computer Science
HTL Spengergasse (School for IT and Economics) 1990 — 1995
A-Level / Matura, IT
JUMIO February 2011 - February 2015
Youhelp June 2009 - January 2011
Credit Suisse February 2010 - May 2010
UniCredit Markets & Investment Banking September 2007 - August 2009
UBS Investment Bank June 2005 - September 2007
BrokerHub September 2004 - September 2005
Last.fm 2001 - 2003
Skills
Strategic Leadership, Strategic IT Management, Team Leadership, Leadership, Commercial Acumen, Technology Development, Team Building, Agile Methodologies, Scrum, Software Architectural..., Software Development, Java, C++, Programming, Scalability, Spring Framework, Architecture, Databases, Algorithms
Education
Birkbeck, University of London 2003 — 2004
MSc, Computer Science
University of Technology, Vienna 1995 — 2000
Computer Science
HTL Spengergasse (School for IT and Economics) 1990 — 1995
A-Level / Matura, IT
shadae walker shadae walker's UBS Investment Bank Experience February 2011 - July 2011
Job Student at Borough of Manhattan Community College
Industry Financial Services
Experience
J&R Music and Computer World November 2011 - January 2012
UBS Investment Bank February 2011 - July 2011
UBS Investment Bank August 2010 - January 2011
Citigroup – Markets & Banking March 2009 - May 2010
Jamaica Hospital October 2008 - February 2009
Brooklyn Cyclones Team Store June 2008 - August 2008
Skills
Microsoft Office, SharePoint, Public Speaking, Presentation Development, Customer Service
Education
Borough of Manhattan Community College 2011 — 2014
Borough of Manhattan Community College 2011 — 2014
Nursing
Abraham Lincoln High School 2003 — 2007
High School Diploma
Pace University
Investments Operations
J&R Music and Computer World November 2011 - January 2012
UBS Investment Bank February 2011 - July 2011
UBS Investment Bank August 2010 - January 2011
Citigroup – Markets & Banking March 2009 - May 2010
Jamaica Hospital October 2008 - February 2009
Brooklyn Cyclones Team Store June 2008 - August 2008
Skills
Microsoft Office, SharePoint, Public Speaking, Presentation Development, Customer Service
Education
Borough of Manhattan Community College 2011 — 2014
Borough of Manhattan Community College 2011 — 2014
Nursing
Abraham Lincoln High School 2003 — 2007
High School Diploma
Pace University
Investments Operations
Jonathan McGraw Bentley's UBS Investment Bank Experience June 2014 - August 2014
Job Boston College Graduate Seeking Fulltime Employment
Industry Financial Services
Experience
UBS Investment Bank June 2014 - August 2014
Capital Hedge Investor Network June 2013 - August 2013
Bates Communications February 2013 - August 2013
Skills
Social Media
Education
Boston College 2013 — 2015
Economics
University of California, Berkeley 2009 — 2011
Economics (Intended)
University of California, Berkeley - Walter A. Haas School of Business
BASE Business Program
Wellesley High Scool 2004 — 2008
UBS Investment Bank June 2014 - August 2014
Capital Hedge Investor Network June 2013 - August 2013
Bates Communications February 2013 - August 2013
Skills
Social Media
Education
Boston College 2013 — 2015
Economics
University of California, Berkeley 2009 — 2011
Economics (Intended)
University of California, Berkeley - Walter A. Haas School of Business
BASE Business Program
Wellesley High Scool 2004 — 2008
Melissa McLane Melissa McLane's UBS Investment Bank Experience July 2008 - October 2008
Job Senior Consultant at Deloitte Consulting LLP
Industry Management Consulting
Experience
Deloitte Consulting July 2014 - Present
Deloitte Consulting August 2011 - June 2014
Federal Housing Finance Agency June 2010 - August 2010
The Blackstone Group February 2009 - August 2009
UBS Investment Bank July 2008 - October 2008
PricewaterhouseCoopers June 2007 - August 2007
Barclays Wealth March 2007 - May 2007
Skills
Financial Modeling, Financial Analysis, Forecasting, Bloomberg, Risk Management, Process Improvement, Management, Technical Writing, Project Management, Budgets, Operations Management, Program Management, Financial Reporting, Federal Budget, Federal Procurement
Education
The George Washington University - School of Business 2009 — 2011
Master of Business Administration, Decision Science/Strategic Management and Public Policy
Boston College 2004 — 2008
Bachelor of Science, Finance and Corporate Reporting and Analysis
Boston University London Internship Program 2007 — 2007
Semester of study abroad, International Business
Scranton Preparatory School 2000 — 2004
High school diploma, General Academic
Deloitte Consulting July 2014 - Present
Deloitte Consulting August 2011 - June 2014
Federal Housing Finance Agency June 2010 - August 2010
The Blackstone Group February 2009 - August 2009
UBS Investment Bank July 2008 - October 2008
PricewaterhouseCoopers June 2007 - August 2007
Barclays Wealth March 2007 - May 2007
Skills
Financial Modeling, Financial Analysis, Forecasting, Bloomberg, Risk Management, Process Improvement, Management, Technical Writing, Project Management, Budgets, Operations Management, Program Management, Financial Reporting, Federal Budget, Federal Procurement
Education
The George Washington University - School of Business 2009 — 2011
Master of Business Administration, Decision Science/Strategic Management and Public Policy
Boston College 2004 — 2008
Bachelor of Science, Finance and Corporate Reporting and Analysis
Boston University London Internship Program 2007 — 2007
Semester of study abroad, International Business
Scranton Preparatory School 2000 — 2004
High school diploma, General Academic
Chris Farrell Chris Farrell's UBS Investment Bank Experience February 2010 - February 2012
Job Investor Relations & Marketing at Discovery Capital Management, LLC
Industry Investment Banking
Experience
Discovery Capital Management, LLC May 2012 - Present
UBS Investment Bank February 2010 - February 2012
UBS Investment Bank October 2004 - February 2010
Skills
Rates, Exchange Traded..., Prime Brokerage, FX Options, Dodd-Frank, CDS, Middle Office, Interest Rate..., Structured Products, Swaps, Trading Systems, Fixed Income, Electronic Trading, Options, Bonds
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Boston College 1998 — 2002
BA, History, Economics
Discovery Capital Management, LLC May 2012 - Present
UBS Investment Bank February 2010 - February 2012
UBS Investment Bank October 2004 - February 2010
Skills
Rates, Exchange Traded..., Prime Brokerage, FX Options, Dodd-Frank, CDS, Middle Office, Interest Rate..., Structured Products, Swaps, Trading Systems, Fixed Income, Electronic Trading, Options, Bonds
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Boston College 1998 — 2002
BA, History, Economics
Lou DeLeo Lou DeLeo's UBS Investment Bank Experience June 2008 - 2009
Job MBA Candidate
Industry Financial Services
Experience
Citi July 2013 - August 2015
Citi March 2012 - July 2013
Citi Private Bank May 2011 - June 2012
Citi Private Bank 2009 - 2011
UBS Investment Bank June 2008 - 2009
UBS Wealth Management September 2007 - January 2008
UBS Investment Bank May 2007 - August 2007
Skills
Financial Modeling, Analysis, Business Development, Finance, Financial Analysis, Investments, Strategy, Corporate Finance, Fixed Income, Risk Management
Education
Yale University - Yale School of Management 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Boston College 2004 — 2008
B.S., Finance
Chaminade High School
Citi July 2013 - August 2015
Citi March 2012 - July 2013
Citi Private Bank May 2011 - June 2012
Citi Private Bank 2009 - 2011
UBS Investment Bank June 2008 - 2009
UBS Wealth Management September 2007 - January 2008
UBS Investment Bank May 2007 - August 2007
Skills
Financial Modeling, Analysis, Business Development, Finance, Financial Analysis, Investments, Strategy, Corporate Finance, Fixed Income, Risk Management
Education
Yale University - Yale School of Management 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Boston College 2004 — 2008
B.S., Finance
Chaminade High School
Arthur Laichtman Arthur Laichtman's UBS Investment Bank Experience
Job Managing Director, Americas Head of Financial Institutions Counterparty Risk at UBS
Industry Investment Banking
Experience
UBS Investment Bank
Skills
Capital Markets, Derivatives, Counterparty Risk, Financial Institutions, Credit Analysis, Securities Lending &..., Clearinghouses, Risk Management, Securities Lending, Hedge Funds, Credit, Banking, Financial Markets, Securities, Finance, Investment Banking, Loans, Bloomberg, Fixed Income, Operational Risk, Financial Structuring, Structured Products, Trading, Bonds, Financial Risk, Portfolio Management, Valuation, Trading Systems, Interest Rate..., ABS, Corporate Finance, Swaps, Equities, Options
Education
New York University - Leonard N. Stern School of Business
MBA, Finance & International Business
Binghamton University - School of Management
Bachelors of Science, Finance
UBS Investment Bank
Skills
Capital Markets, Derivatives, Counterparty Risk, Financial Institutions, Credit Analysis, Securities Lending &..., Clearinghouses, Risk Management, Securities Lending, Hedge Funds, Credit, Banking, Financial Markets, Securities, Finance, Investment Banking, Loans, Bloomberg, Fixed Income, Operational Risk, Financial Structuring, Structured Products, Trading, Bonds, Financial Risk, Portfolio Management, Valuation, Trading Systems, Interest Rate..., ABS, Corporate Finance, Swaps, Equities, Options
Education
New York University - Leonard N. Stern School of Business
MBA, Finance & International Business
Binghamton University - School of Management
Bachelors of Science, Finance
Luca Andrea Ferrara's UBS Investment Bank Experience April 2012 - July 2014
Job Exotic Derivatives Trade Support at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2014 - Present
UBS Investment Bank April 2012 - July 2014
Blue Water Trading Company August 2011 - April 2012
UBS Investment Bank May 2011 - November 2011
Blue Water Trading January 2007 - May 2011
Skills
Microsoft Excel, Operational Excellence, Derivatives, Trading, Options, Economics, Trading Strategies, Technical Analysis, Trading Systems
Education
Boston College 2008 — 2012
B.A., Economics, International Studies in Political Science, 3.5
Università Commerciale 'Luigi Bocconi' 2011 — 2011
Lake Highland Preparatory 2004 — 2008
3.78
Goldman Sachs July 2014 - Present
UBS Investment Bank April 2012 - July 2014
Blue Water Trading Company August 2011 - April 2012
UBS Investment Bank May 2011 - November 2011
Blue Water Trading January 2007 - May 2011
Skills
Microsoft Excel, Operational Excellence, Derivatives, Trading, Options, Economics, Trading Strategies, Technical Analysis, Trading Systems
Education
Boston College 2008 — 2012
B.A., Economics, International Studies in Political Science, 3.5
Università Commerciale 'Luigi Bocconi' 2011 — 2011
Lake Highland Preparatory 2004 — 2008
3.78
Edward Pla Edward Pla's UBS Investment Bank Experience 1994 - Present
Job Managing Director UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank 1994 - Present
LCH.Clearnet June 2010 - March 2014
Bankers Trust 1993 - 1994
Cooper Neff Assoc 1991 - 1993
O'Connor & Associates. 1985 - 1991
Skills
Prime Brokerage, Derivatives, Fixed Income, Trading, FX Options, Hedge Funds, Electronic Trading, Investment Banking, Options, Trading Systems, Equity Derivatives, Capital Markets, Equities, Financial Markets
Education
The University of Chicago - Booth School of Business 1989 — 1992
MBA, Finance
Boston College 1981 — 1985
BS, Finance & Philosophy
UBS Investment Bank 1994 - Present
LCH.Clearnet June 2010 - March 2014
Bankers Trust 1993 - 1994
Cooper Neff Assoc 1991 - 1993
O'Connor & Associates. 1985 - 1991
Skills
Prime Brokerage, Derivatives, Fixed Income, Trading, FX Options, Hedge Funds, Electronic Trading, Investment Banking, Options, Trading Systems, Equity Derivatives, Capital Markets, Equities, Financial Markets
Education
The University of Chicago - Booth School of Business 1989 — 1992
MBA, Finance
Boston College 1981 — 1985
BS, Finance & Philosophy
Horace Zona's UBS Investment Bank Experience 1989 - 1991
Job MD and Group Head Technology, Media & Telecommunications Investment Banking at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey January 2008 - Present
Wachovia, A Wells Fargo Company January 2000 - March 2007
TD Securities 1991 - 2000
Toronto Dominion Securities 1991 - 2000
UBS Investment Bank 1989 - 1991
Kidder Peabody June 1987 - January 1990
Skills
Investment Banking, Private Equity, Valuation, Corporate Finance, Capital Markets, Mergers & Acquisitions, Financial Modeling, Venture Capital, Corporate Development, Due Diligence, Investments, Equities, Portfolio Management, Leveraged Finance, Emerging Markets
Education
Boston College 1983 — 1987
BA, Economics
SunTrust Robinson Humphrey January 2008 - Present
Wachovia, A Wells Fargo Company January 2000 - March 2007
TD Securities 1991 - 2000
Toronto Dominion Securities 1991 - 2000
UBS Investment Bank 1989 - 1991
Kidder Peabody June 1987 - January 1990
Skills
Investment Banking, Private Equity, Valuation, Corporate Finance, Capital Markets, Mergers & Acquisitions, Financial Modeling, Venture Capital, Corporate Development, Due Diligence, Investments, Equities, Portfolio Management, Leveraged Finance, Emerging Markets
Education
Boston College 1983 — 1987
BA, Economics
Antim Panesar's UBS Investment Bank Experience October 2007 - August 2009
Job Equity Analyst Oil and Gas at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP June 2011 - Present
Bloomberg June 2010 - August 2010
UBS Investment Bank October 2007 - August 2009
Kroll July 2006 - May 2007
TheLadders.com June 2005 - August 2005
Education
Tulane University - A.B. Freeman School of Business 2009 — 2011
Master of Business Administration, Finance & Energy Specialization
Boston College 2002 — 2006
Bachelor of Arts, International Studies of Economics
Bloomberg LP June 2011 - Present
Bloomberg June 2010 - August 2010
UBS Investment Bank October 2007 - August 2009
Kroll July 2006 - May 2007
TheLadders.com June 2005 - August 2005
Education
Tulane University - A.B. Freeman School of Business 2009 — 2011
Master of Business Administration, Finance & Energy Specialization
Boston College 2002 — 2006
Bachelor of Arts, International Studies of Economics
Meredith Larson's UBS Investment Bank Experience April 2003 - June 2005
Job Digital Product Manager at Capital Group
Industry Financial Services
Experience
Capital Group February 2011 - Present
Capital Group September 2008 - February 2011
Capital Group June 2006 - September 2008
CIGNA HealthCare June 2005 - June 2006
UBS Investment Bank April 2003 - June 2005
UBS Warburg July 2002 - March 2003
Skills
Strategy, Business Analysis, Product Management, Strategic Planning, Leadership, Team Building, Training, Applicant Tracking..., College Recruiting, Onboarding, Vendor Management, Talent Acquisition, Recruiting, Talent Management, Process Improvement, Financial Services
Education
Boston College 1999 — 2002
Honors B.S., 3 Yr Graduate, Operations & Strategic Mgmt, Management of Information Systems
Herricks High School 1995 — 1999
Honors Regents, High School Diploma
Capital Group February 2011 - Present
Capital Group September 2008 - February 2011
Capital Group June 2006 - September 2008
CIGNA HealthCare June 2005 - June 2006
UBS Investment Bank April 2003 - June 2005
UBS Warburg July 2002 - March 2003
Skills
Strategy, Business Analysis, Product Management, Strategic Planning, Leadership, Team Building, Training, Applicant Tracking..., College Recruiting, Onboarding, Vendor Management, Talent Acquisition, Recruiting, Talent Management, Process Improvement, Financial Services
Education
Boston College 1999 — 2002
Honors B.S., 3 Yr Graduate, Operations & Strategic Mgmt, Management of Information Systems
Herricks High School 1995 — 1999
Honors Regents, High School Diploma
Raja Dalloo Raja Dalloo's UBS Investment Bank Experience October 2003 - May 2006
Job Derivatives Fixed Income Project Manager/Change Management
Industry Banking
Experience
HSBC Global Banking and Markets December 2013 - January 2015
Credit Suisse November 2012 - June 2013
Citi April 2011 - May 2011
Bank of America/Merrill Lynch August 2007 - September 2010
UBS Investment Bank October 2003 - May 2006
Goldman Sachs November 2000 - October 2002
KPMG January 1999 - September 1999
Barclays Capital August 1988 - November 1996
Skills
Fixed Income, Equities, Hedge Funds, Investment Banking, Derivatives, Bloomberg, Capital Markets, Trading, FX Options, Options, Alternative Investments, Valuation, Investments, Analysis, Accounting, Equity Derivatives, Bonds, Account Reconciliation, Swaps, Commodity, Financial Services, Credit Derivatives
Education
New York University 2012 — 2014
B.S, Business Administration, Management and Operations
Pace University 2008 — 2008
Finance and Financial Management Services
Borough of Manhattan Community College 1994 — 1997
Liberal Arts and Sciences/Finance
NEW YORK INSTITUTE OF TECHNOLOGY 1990 — 1991
Electromechanical Technology/Electromechanical Engineering Technology
HSBC Global Banking and Markets December 2013 - January 2015
Credit Suisse November 2012 - June 2013
Citi April 2011 - May 2011
Bank of America/Merrill Lynch August 2007 - September 2010
UBS Investment Bank October 2003 - May 2006
Goldman Sachs November 2000 - October 2002
KPMG January 1999 - September 1999
Barclays Capital August 1988 - November 1996
Skills
Fixed Income, Equities, Hedge Funds, Investment Banking, Derivatives, Bloomberg, Capital Markets, Trading, FX Options, Options, Alternative Investments, Valuation, Investments, Analysis, Accounting, Equity Derivatives, Bonds, Account Reconciliation, Swaps, Commodity, Financial Services, Credit Derivatives
Education
New York University 2012 — 2014
B.S, Business Administration, Management and Operations
Pace University 2008 — 2008
Finance and Financial Management Services
Borough of Manhattan Community College 1994 — 1997
Liberal Arts and Sciences/Finance
NEW YORK INSTITUTE OF TECHNOLOGY 1990 — 1991
Electromechanical Technology/Electromechanical Engineering Technology
Brett Sheely's UBS Investment Bank Experience January 2010 - April 2013
Job Vice President, iShares Institutional Distribution Strategy at BlackRock
Industry Investment Banking
Experience
BlackRock May 2015 - Present
BlackRock May 2013 - April 2015
UBS Investment Bank January 2010 - April 2013
UBS Investment Bank June 2008 - January 2010
Skills
Equities, Prime Brokerage, Risk Management, Product Development, Project Planning, Hedge Funds, Bloomberg, Capital Markets, Fixed Income, Investment Banking
Education
Boston College 2004 — 2008
BA, Economics
Université Paris Dauphine 2006 — 2007
BlackRock May 2015 - Present
BlackRock May 2013 - April 2015
UBS Investment Bank January 2010 - April 2013
UBS Investment Bank June 2008 - January 2010
Skills
Equities, Prime Brokerage, Risk Management, Product Development, Project Planning, Hedge Funds, Bloomberg, Capital Markets, Fixed Income, Investment Banking
Education
Boston College 2004 — 2008
BA, Economics
Université Paris Dauphine 2006 — 2007
Jeffrey Colpitts Jeffrey Colpitts's UBS Investment Bank Experience October 2006 - October 2008
Job Experienced Finance Professional
Industry Financial Services
Experience
Citi August 2010 - February 2015
University of New Brunswick July 2009 - June 2010
UBS Investment Bank October 2006 - October 2008
Skills
Financial Modeling, Valuation, Fixed Income, Capital Markets, Investment Banking, Corporate Finance, Derivatives, Equities, Bloomberg, Financial Analysis, Private Equity, Hedge Funds
Education
The University of British Columbia
PhD, Finance
Bishop's University
BBA, Finance
Citi August 2010 - February 2015
University of New Brunswick July 2009 - June 2010
UBS Investment Bank October 2006 - October 2008
Skills
Financial Modeling, Valuation, Fixed Income, Capital Markets, Investment Banking, Corporate Finance, Derivatives, Equities, Bloomberg, Financial Analysis, Private Equity, Hedge Funds
Education
The University of British Columbia
PhD, Finance
Bishop's University
BBA, Finance
linda borman's UBS Investment Bank Experience June 2011 - Present
Job Finance at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank June 2011 - Present
Morgan Stanley Investment Management 1986 - 2011
Morgan Stanley 1986 - 2011
Morgan Stanley 1986 - 2011
Skills
Equities, Hedge Funds, Sales, Fixed Income, Capital Markets, Bloomberg
Education
Boston College 1982 — 1986
BS, English Literature
St Vincent Ferrer High School 1978 — 1982
UBS Investment Bank June 2011 - Present
Morgan Stanley Investment Management 1986 - 2011
Morgan Stanley 1986 - 2011
Morgan Stanley 1986 - 2011
Skills
Equities, Hedge Funds, Sales, Fixed Income, Capital Markets, Bloomberg
Education
Boston College 1982 — 1986
BS, English Literature
St Vincent Ferrer High School 1978 — 1982
Sai Kumar Popuri Sai Kumar Popuri's UBS Investment Bank Experience July 2007 - February 2009
Job Graduate Research Assistant at Joint Center for Earth Systems Technology
Industry Research
Experience
University of Maryland Baltimore County August 2015 - Present
UMBC REU: Interdisciplinary Program in High Performance Computing June 2015 - August 2015
University of Maryland Baltimore County June 2015 - August 2015
School of Public Policy, UMBC August 2014 - June 2015
CRCES and CIRC, UMBC September 2011 - August 2014
Macquarie Energy 2009 - 2011
UBS Investment Bank July 2007 - February 2009
UBS Energy LLC February 2006 - July 2007
D. E. Shaw & Co. July 2001 - July 2004
eSecureB2B Ltd. December 2000 - May 2001
Skills
R, SAS Programming, Stata, .NET, Microsoft Excel, VBA, SQL, Statistics, Econometrics, Derivatives, Analysis, Java, Financial Modeling, Management, Business Analysis, Matlab, Perl, Data Analysis, Risk Management, Valuation, Finance, Portfolio Management
Education
University of Maryland Baltimore County 2011 — 2016
PhD, Statistics
Georgia Institute of Technology 2004 — 2006
Masters, Quantitative & Computational Finance
Birla Institute of Technology and Science, Pilani 1997 — 2001
Bachelors, Information Systems
Don Bosco, Hyderabad
University of Maryland Baltimore County August 2015 - Present
UMBC REU: Interdisciplinary Program in High Performance Computing June 2015 - August 2015
University of Maryland Baltimore County June 2015 - August 2015
School of Public Policy, UMBC August 2014 - June 2015
CRCES and CIRC, UMBC September 2011 - August 2014
Macquarie Energy 2009 - 2011
UBS Investment Bank July 2007 - February 2009
UBS Energy LLC February 2006 - July 2007
D. E. Shaw & Co. July 2001 - July 2004
eSecureB2B Ltd. December 2000 - May 2001
Skills
R, SAS Programming, Stata, .NET, Microsoft Excel, VBA, SQL, Statistics, Econometrics, Derivatives, Analysis, Java, Financial Modeling, Management, Business Analysis, Matlab, Perl, Data Analysis, Risk Management, Valuation, Finance, Portfolio Management
Education
University of Maryland Baltimore County 2011 — 2016
PhD, Statistics
Georgia Institute of Technology 2004 — 2006
Masters, Quantitative & Computational Finance
Birla Institute of Technology and Science, Pilani 1997 — 2001
Bachelors, Information Systems
Don Bosco, Hyderabad
Art Sundry III's UBS Investment Bank Experience June 2013 - Present
Job Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank June 2013 - Present
Boston College September 2009 - May 2013
UBS Investment Bank June 2012 - August 2012
BMO Harris Private Banking June 2011 - August 2011
Skills
Research, PowerPoint, Microsoft Office, SPSS, Higher Education, Microsoft Excel, Public Speaking, Microsoft Word, Student Affairs, Student Development
Education
Boston College 2009 — 2013
Bachelor of Science (BS), Finance, Economics and Accounting
Fenwick High School 2005 — 2009
UBS Investment Bank June 2013 - Present
Boston College September 2009 - May 2013
UBS Investment Bank June 2012 - August 2012
BMO Harris Private Banking June 2011 - August 2011
Skills
Research, PowerPoint, Microsoft Office, SPSS, Higher Education, Microsoft Excel, Public Speaking, Microsoft Word, Student Affairs, Student Development
Education
Boston College 2009 — 2013
Bachelor of Science (BS), Finance, Economics and Accounting
Fenwick High School 2005 — 2009
Elizabeth Kipp, MSc's UBS Investment Bank Experience August 2010 - January 2011
Job IT Asset Manager at RAY · ALLEN INC.
Industry Human Resources
Experience
RAY · ALLEN INC. July 2015 - Present
RAY · ALLEN INC. May 2014 - July 2015
Rail Europe, Inc. February 2012 - September 2012
IPC Information Systems January 2011 - August 2011
UBS Investment Bank August 2010 - January 2011
In The Swim May 2009 - August 2010
Rosati's Restaurant October 2008 - August 2010
Woman and Business Organization January 2005 - December 2007
STAR April 2004 - December 2007
Paine/Wetzel Industrial Real Estate Firm January 2004 - June 2006
Skills
Customer Service, Account Management, Data Analysis, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Access, PowerPoint, Project Management, Recruiting, Research, Sales, Social Media, Salesforce.com, Event Management
Education
Birkbeck, University of London 2012 — 2014
Master's degree, Human Resources Management and Services
St. Mary’s University, Twickenham 2010 — 2011
Post Graduate Certificate, International Business
University of Iowa 2003 — 2007
Business Administration, Marketing
West Chicago Community High School 2000 — 2003
RAY · ALLEN INC. July 2015 - Present
RAY · ALLEN INC. May 2014 - July 2015
Rail Europe, Inc. February 2012 - September 2012
IPC Information Systems January 2011 - August 2011
UBS Investment Bank August 2010 - January 2011
In The Swim May 2009 - August 2010
Rosati's Restaurant October 2008 - August 2010
Woman and Business Organization January 2005 - December 2007
STAR April 2004 - December 2007
Paine/Wetzel Industrial Real Estate Firm January 2004 - June 2006
Skills
Customer Service, Account Management, Data Analysis, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Access, PowerPoint, Project Management, Recruiting, Research, Sales, Social Media, Salesforce.com, Event Management
Education
Birkbeck, University of London 2012 — 2014
Master's degree, Human Resources Management and Services
St. Mary’s University, Twickenham 2010 — 2011
Post Graduate Certificate, International Business
University of Iowa 2003 — 2007
Business Administration, Marketing
West Chicago Community High School 2000 — 2003
Hanyin Cheng's UBS Investment Bank Experience July 2012 - September 2014
Job Investment Associate at Summit Partners
Industry Computer Software
Experience
Summit Partners 2014 - Present
Learning Unlimited December 2013 - Present
UBS Investment Bank July 2012 - September 2014
True Ventures May 2010 - July 2010
Lexity May 2010 - July 2010
Skills
Start-ups, Bloomberg, Financial Modeling, Entrepreneurship, Strategy, SaaS, Business Strategy, Investments, Venture Capital, Market Research, Integrated Marketing, Investment Banking, Spanish, Data Analysis, Social Media, PowerPoint
Education
Boston College 2008 — 2012
Bachelor's degree, Computer Science, Economics, Mathematics
Summit Partners 2014 - Present
Learning Unlimited December 2013 - Present
UBS Investment Bank July 2012 - September 2014
True Ventures May 2010 - July 2010
Lexity May 2010 - July 2010
Skills
Start-ups, Bloomberg, Financial Modeling, Entrepreneurship, Strategy, SaaS, Business Strategy, Investments, Venture Capital, Market Research, Integrated Marketing, Investment Banking, Spanish, Data Analysis, Social Media, PowerPoint
Education
Boston College 2008 — 2012
Bachelor's degree, Computer Science, Economics, Mathematics
Alice Hua Luo Alice Hua Luo's UBS Investment Bank Experience June 2012 - August 2012
Job Trusted Consultant at EY helping Fortune 500 and PE firms develop strategy, drive growth, reduce costs, and manage risks
Industry Financial Services
Experience
EY July 2013 - Present
UBS Investment Bank June 2012 - August 2012
World University Games June 2011 - August 2011
Ping An Insurance (Group) June 2010 - August 2010
Florist & Tea Shop December 2008 - January 2009
Skills
Leadership, Microsoft Excel, Financial Analysis, Critical Thinking, Problem Solving, Teamwork, Project Management, Entrepreneurial..., Microsoft Office, Financial Modeling, PowerPoint, Economics, Microsoft Word, Corporate Finance, Integrative Thinking, Access, Business Design, Coaching, Strategy, Research, Finance, Data Analysis
Education
University of Toronto - Rotman School of Management 2015 — 2017
Master of Business Administration (MBA)
Boston College - Wallace E. Carroll School of Management 2009 — 2013
Bachelor of Science (B.S.)
Shenzhen Foreign Languages School 2006 — 2009
High School Diploma, Biology and Physics
EY July 2013 - Present
UBS Investment Bank June 2012 - August 2012
World University Games June 2011 - August 2011
Ping An Insurance (Group) June 2010 - August 2010
Florist & Tea Shop December 2008 - January 2009
Skills
Leadership, Microsoft Excel, Financial Analysis, Critical Thinking, Problem Solving, Teamwork, Project Management, Entrepreneurial..., Microsoft Office, Financial Modeling, PowerPoint, Economics, Microsoft Word, Corporate Finance, Integrative Thinking, Access, Business Design, Coaching, Strategy, Research, Finance, Data Analysis
Education
University of Toronto - Rotman School of Management 2015 — 2017
Master of Business Administration (MBA)
Boston College - Wallace E. Carroll School of Management 2009 — 2013
Bachelor of Science (B.S.)
Shenzhen Foreign Languages School 2006 — 2009
High School Diploma, Biology and Physics
Devere Jones's UBS Investment Bank Experience November 2002 - August 2009
Job Schroders Investment Management: Internal Director Intermediaries
Industry Financial Services
Experience
Schroders June 2015 - Present
Legg Mason July 2011 - June 2015
Lquid Capital Securties August 2009 - February 2011
UBS Investment Bank November 2002 - August 2009
Skills
Equities, Bloomberg, Capital Markets, Portfolio Management, Fixed Income, Investments, Alternative Investments, Mutual Funds, Equity Research, Derivatives, CRM, Management, Marketing, Sales
Education
Boston College 1998 — 2002
BA, Communications
Schroders June 2015 - Present
Legg Mason July 2011 - June 2015
Lquid Capital Securties August 2009 - February 2011
UBS Investment Bank November 2002 - August 2009
Skills
Equities, Bloomberg, Capital Markets, Portfolio Management, Fixed Income, Investments, Alternative Investments, Mutual Funds, Equity Research, Derivatives, CRM, Management, Marketing, Sales
Education
Boston College 1998 — 2002
BA, Communications
Alex Cheriyan's UBS Investment Bank Experience 2008 - 2013
Job Senior Associate at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors August 2015 - Present
Dimensional Fund Advisors May 2014 - August 2014
UBS Investment Bank 2008 - 2013
Education
Cornell University - Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Boston College 2004 — 2008
B.A., Mathematics
Atlanta International School 2000 — 2004
International Baccalaureate Diploma
Dimensional Fund Advisors August 2015 - Present
Dimensional Fund Advisors May 2014 - August 2014
UBS Investment Bank 2008 - 2013
Education
Cornell University - Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Boston College 2004 — 2008
B.A., Mathematics
Atlanta International School 2000 — 2004
International Baccalaureate Diploma
Neil Matalia's UBS Investment Bank Experience May 2013 - April 2015
Job Analyst at SIR Capital Management
Industry Investment Management
Experience
SIR Capital Management April 2015 - Present
UBS Investment Bank May 2013 - April 2015
UBS May 2012 - August 2012
Colgate-Palmolive May 2011 - August 2011
Vivimed Labs Ltd July 2010 - August 2010
Education
Boston College - Carroll School of Management 2009 — 2013
B.S., Finance / B.S., Economics / B.A., Mathematics
Boston College
SIR Capital Management April 2015 - Present
UBS Investment Bank May 2013 - April 2015
UBS May 2012 - August 2012
Colgate-Palmolive May 2011 - August 2011
Vivimed Labs Ltd July 2010 - August 2010
Education
Boston College - Carroll School of Management 2009 — 2013
B.S., Finance / B.S., Economics / B.A., Mathematics
Boston College
Devansh Mehta Devansh Mehta's UBS Investment Bank Experience June 2010 - August 2010
Job Senior Software Developer at Bloomberg LP
Industry Computer Software
Experience
Bloomberg LP August 2014 - Present
Knight Capital Group August 2011 - August 2014
Polytechnic Institute of New York University September 2010 - September 2011
UBS Investment Bank June 2010 - August 2010
Polytechnic Institute of New York University February 2010 - May 2010
CDC Software July 2008 - December 2008
Orchid Biomedical Systems June 2007 - July 2007
Skills
Python, C++, Java, Ant, JSP, SQL, JUnit, Linux, Socket Programming, FIX, Bash, C, jQuery, C#, Web Applications, Microsoft SQL Server, Hibernate
Education
New York University 2009 — 2011
MS, Computer Science
Birla Institute of Technology and Science 2005 — 2009
M.Sc.(Tech), Information Systems
Delhi Public School 2003 — 2005
Bloomberg LP August 2014 - Present
Knight Capital Group August 2011 - August 2014
Polytechnic Institute of New York University September 2010 - September 2011
UBS Investment Bank June 2010 - August 2010
Polytechnic Institute of New York University February 2010 - May 2010
CDC Software July 2008 - December 2008
Orchid Biomedical Systems June 2007 - July 2007
Skills
Python, C++, Java, Ant, JSP, SQL, JUnit, Linux, Socket Programming, FIX, Bash, C, jQuery, C#, Web Applications, Microsoft SQL Server, Hibernate
Education
New York University 2009 — 2011
MS, Computer Science
Birla Institute of Technology and Science 2005 — 2009
M.Sc.(Tech), Information Systems
Delhi Public School 2003 — 2005
Shirsho Biswas's UBS Investment Bank Experience March 2012 - May 2012
Job PhD Student at University of Chicago Booth School of Business
Industry Higher Education
Experience
University of Chicago Booth School of Business September 2014 - Present
Kotak Mahindra Bank June 2013 - June 2014
UBS Investment Bank March 2012 - May 2012
NVIDIA January 2011 - June 2011
Yashoda Hospitals May 2009 - June 2009
Skills
Market Research, Team Management, Management Consulting, Business Strategy, Strategy, Analytics, Financial Modeling, Data Analysis, Business Analysis, Statistics, Competitive Analysis, Analysis, Management, C++, C
Education
The University of Chicago Booth School of Business 2014 — 2019
Doctor of Philosophy (Ph.D.), Marketing
Indian Institute of Management, Calcutta 2011 — 2013
Post Graduate Diploma in Management
Birla Institute of Technology and Science 2007 — 2011
BE, Electrical and Electronics
University of Chicago Booth School of Business September 2014 - Present
Kotak Mahindra Bank June 2013 - June 2014
UBS Investment Bank March 2012 - May 2012
NVIDIA January 2011 - June 2011
Yashoda Hospitals May 2009 - June 2009
Skills
Market Research, Team Management, Management Consulting, Business Strategy, Strategy, Analytics, Financial Modeling, Data Analysis, Business Analysis, Statistics, Competitive Analysis, Analysis, Management, C++, C
Education
The University of Chicago Booth School of Business 2014 — 2019
Doctor of Philosophy (Ph.D.), Marketing
Indian Institute of Management, Calcutta 2011 — 2013
Post Graduate Diploma in Management
Birla Institute of Technology and Science 2007 — 2011
BE, Electrical and Electronics
Carl Adrien Carl Adrien's UBS Investment Bank Experience March 2012 - December 2014
Job Associate, Prime Brokerage Asset Services at J.P. Morgan
Industry Financial Services
Experience
JPMorgan Chase & Co. January 2015 - Present
UBS Investment Bank March 2012 - December 2014
UBS Investment Bank March 2011 - March 2012
Brown Brothers Harriman November 2006 - March 2011
Skills
Corporate Actions, Bloomberg, DTC, Fixed Income, Euroclear, Equities, Prime Brokerage, Global Custody, Securities, Back Office, Swaps, Investment Banking, SWIFT payments, SWIFT messaging, Middle Office, Dividends, Mutual Funds, Settlement, Derivatives, Financial Services
Education
Montclair State University 2007 — 2009
MBA, Management
Bloomfield College 2002 — 2006
BS, Business Adminstration - Management
Columbia high school
JPMorgan Chase & Co. January 2015 - Present
UBS Investment Bank March 2012 - December 2014
UBS Investment Bank March 2011 - March 2012
Brown Brothers Harriman November 2006 - March 2011
Skills
Corporate Actions, Bloomberg, DTC, Fixed Income, Euroclear, Equities, Prime Brokerage, Global Custody, Securities, Back Office, Swaps, Investment Banking, SWIFT payments, SWIFT messaging, Middle Office, Dividends, Mutual Funds, Settlement, Derivatives, Financial Services
Education
Montclair State University 2007 — 2009
MBA, Management
Bloomfield College 2002 — 2006
BS, Business Adminstration - Management
Columbia high school
Jeffrey Laughman, CFA's UBS Investment Bank Experience November 2008 - February 2014
Job at StabFund Asset Management (part of UBS)
Industry Financial Services
Experience
Millennium Management March 2014 - April 2015
UBS Investment Bank November 2008 - February 2014
UBS Investment Bank July 2008 - October 2008
UBS Investment Bank June 2003 - June 2008
JP Morgan Asset Management June 2001 - May 2003
Skills
Fixed Income, Portfolio Management, Derivatives, Credit Derivatives, Corporate Credit, Credit Analysis, Hedge Funds, Banking, ABS, Customer Engagement, Client Service Oriented, Series 7, Investments, Risk Management, Asset Management, Financial Risk, Finance, Fixed Income Products, Financial Modeling, Financial Analysis
Education
Boston College 1997 — 2001
Bachelor, Finance
Millennium Management March 2014 - April 2015
UBS Investment Bank November 2008 - February 2014
UBS Investment Bank July 2008 - October 2008
UBS Investment Bank June 2003 - June 2008
JP Morgan Asset Management June 2001 - May 2003
Skills
Fixed Income, Portfolio Management, Derivatives, Credit Derivatives, Corporate Credit, Credit Analysis, Hedge Funds, Banking, ABS, Customer Engagement, Client Service Oriented, Series 7, Investments, Risk Management, Asset Management, Financial Risk, Finance, Fixed Income Products, Financial Modeling, Financial Analysis
Education
Boston College 1997 — 2001
Bachelor, Finance
Alden Reid's UBS Investment Bank Experience June 2007 - August 2007
Job Principal at GrandBanks Capital
Industry Venture Capital & Private Equity
Experience
GrandBanks Capital August 2011 - Present
Boston College October 2008 - Present
New England Inter-Collegiate Sailing Association January 2014 - Present
Jefferies & Company July 2008 - June 2010
UBS Investment Bank June 2007 - August 2007
State Street June 2006 - August 2006
Little Egg Harbor Yacht Club June 2005 - August 2005
Skills
Financial Modeling, Due Diligence, Investment Banking, Mergers & Acquisitions, Strategy, Finance, Portfolio Management, Corporate Development, Market Research, Investments, Analysis, Venture Capital
Education
Boston College 2004 — 2008
BS, Mathematics and Finance
Belmont Hill School 1998 — 2004
High School
GrandBanks Capital August 2011 - Present
Boston College October 2008 - Present
New England Inter-Collegiate Sailing Association January 2014 - Present
Jefferies & Company July 2008 - June 2010
UBS Investment Bank June 2007 - August 2007
State Street June 2006 - August 2006
Little Egg Harbor Yacht Club June 2005 - August 2005
Skills
Financial Modeling, Due Diligence, Investment Banking, Mergers & Acquisitions, Strategy, Finance, Portfolio Management, Corporate Development, Market Research, Investments, Analysis, Venture Capital
Education
Boston College 2004 — 2008
BS, Mathematics and Finance
Belmont Hill School 1998 — 2004
High School
Dave Petrucco's UBS Investment Bank Experience 1990 - 2002
Job Kayne Anderson Capital Advisors
Industry Financial Services
Experience
Kayne Anderson Capital Advisors MDThe Blackstone Group2006 - 2008
UBS Investment Bank 1990 - 2002
UBS Investment Bank 1990 - 2002
UBS Investment Bank 1990 - 2002
Skills
Private Equity, Capital Markets, Alternative Investments, Leveraged Finance, Investment Banking, Hedge Funds
Education
Boston College 1985 — 1989
BA, Economics
Kayne Anderson Capital Advisors MDThe Blackstone Group2006 - 2008
UBS Investment Bank 1990 - 2002
UBS Investment Bank 1990 - 2002
UBS Investment Bank 1990 - 2002
Skills
Private Equity, Capital Markets, Alternative Investments, Leveraged Finance, Investment Banking, Hedge Funds
Education
Boston College 1985 — 1989
BA, Economics
Porsha Canales's UBS Investment Bank Experience September 2011 - May 2012
Job Data Coordinator at AList Services LLC
Industry Financial Services
Experience
A-List Education August 2012 - Present
UBS Investment Bank September 2011 - May 2012
UBS Investment Bank February 2011 - August 2011
Year Up September 2010 - August 2011
Catholic Charities Neighborhood Services June 2009 - October 2010
Modell's Sporting Goods March 2007 - August 2008
Skills
Microsoft Excel, Customer Service, Access, PowerPoint, Outlook, Microsoft Office, Community Outreach, Microsoft Word, Public Speaking, Research, Social Media, Recruiting, SharePoint, Project Management, Project Planning, Windows 7
Education
State University of New York Empire State College 2013 — 2015
Bachelor of Arts (B.A.), Human Development
Borough of Manhattan Community College 2009 — 2013
A.A.S, Business Management
Year Up NYC 2010 — 2011
Financial Operations
A-List Education August 2012 - Present
UBS Investment Bank September 2011 - May 2012
UBS Investment Bank February 2011 - August 2011
Year Up September 2010 - August 2011
Catholic Charities Neighborhood Services June 2009 - October 2010
Modell's Sporting Goods March 2007 - August 2008
Skills
Microsoft Excel, Customer Service, Access, PowerPoint, Outlook, Microsoft Office, Community Outreach, Microsoft Word, Public Speaking, Research, Social Media, Recruiting, SharePoint, Project Management, Project Planning, Windows 7
Education
State University of New York Empire State College 2013 — 2015
Bachelor of Arts (B.A.), Human Development
Borough of Manhattan Community College 2009 — 2013
A.A.S, Business Management
Year Up NYC 2010 — 2011
Financial Operations
Sameer Pamadi Sameer Pamadi's UBS Investment Bank Experience March 2010 - December 2014
Job Sr. Java Developer at Wipro Technologies, as API developer for Capital One.
Industry Information Technology and Services
Experience
Capital One February 2015 - Present
Wipro Technologies December 2009 - Present
UBS Investment Bank March 2010 - December 2014
Skills
Java, Spring, SQL, Eclipse, Java Enterprise Edition, RESTful WebServices, Oracle, Core Java, Tomcat, Maven, Spring Framework, Unix, REST, XML, JSP, Hibernate, RubyMine
Education
Birla Institute of Technology and Science 2012 — 2013
Master of Science (M.S.)
SDM Engg College, DWR 2004 — 2008
Bachelor of Engineering (BE)
Capital One February 2015 - Present
Wipro Technologies December 2009 - Present
UBS Investment Bank March 2010 - December 2014
Skills
Java, Spring, SQL, Eclipse, Java Enterprise Edition, RESTful WebServices, Oracle, Core Java, Tomcat, Maven, Spring Framework, Unix, REST, XML, JSP, Hibernate, RubyMine
Education
Birla Institute of Technology and Science 2012 — 2013
Master of Science (M.S.)
SDM Engg College, DWR 2004 — 2008
Bachelor of Engineering (BE)
Molly Ahern's UBS Investment Bank Experience June 2014 - August 2014
Job Financial Management Associate at KPMG
Industry Management Consulting
Experience
KPMG August 2015 - Present
UBS Investment Bank June 2014 - August 2014
Campus Callers - Joseph Toyota of Cincinnati March 2013 - April 2014
Education
Boston College 2012 — 2015
Bachelor of Science (BS), Finance, General
KPMG August 2015 - Present
UBS Investment Bank June 2014 - August 2014
Campus Callers - Joseph Toyota of Cincinnati March 2013 - April 2014
Education
Boston College 2012 — 2015
Bachelor of Science (BS), Finance, General
Paul Malboeuf's UBS Investment Bank Experience July 2012 - Present
Job Tax Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank July 2012 - Present
TD Bank Group February 2011 - June 2012
Hudson Valley Clean Energy 2010 - 2011
Skills
Credit, Banking, Commercial Banking, Retail Banking, Consumer Lending, Bloomberg, Loans, Credit Analysis, Cross Selling, Bloomberg Terminal, Small Business Lending, Financial Analysis, Commercial Lending, Portfolio Management, Mortgage Lending, Investments, Analysis, Auditing, Finance, Financial Modeling
Education
Hofstra Zarb School of Business 2011 — 2013
MBA, Finance
Binghamton University - School of Management 2006 — 2010
Bachelor's degree, Economics
UBS Investment Bank July 2012 - Present
TD Bank Group February 2011 - June 2012
Hudson Valley Clean Energy 2010 - 2011
Skills
Credit, Banking, Commercial Banking, Retail Banking, Consumer Lending, Bloomberg, Loans, Credit Analysis, Cross Selling, Bloomberg Terminal, Small Business Lending, Financial Analysis, Commercial Lending, Portfolio Management, Mortgage Lending, Investments, Analysis, Auditing, Finance, Financial Modeling
Education
Hofstra Zarb School of Business 2011 — 2013
MBA, Finance
Binghamton University - School of Management 2006 — 2010
Bachelor's degree, Economics
Eric Chow Eric Chow's UBS Investment Bank Experience January 2013 - May 2013
Job Structured Finance Analyst at EY
Industry Financial Services
Experience
EY August 2015 - Present
Binghamton University January 2015 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
Portland House Advisors June 2013 - August 2013
UBS Investment Bank January 2013 - May 2013
Bank of America Merrill Lynch September 2012 - December 2012
Lesko Financial Services June 2012 - August 2012
Downtown Binghamton Business Association June 2012 - August 2012
Binghamton University January 2012 - May 2012
Skills
Equity Research, Microsoft Excel, Teamwork, Microsoft Office, Financial Analysis, Access, PowerPoint, Financial Statement..., Financial Modeling, Hedge Funds, Valuation, Corporate Finance, Bloomberg Terminal, VBA, Capital IQ, Investments, Equities, Investment Banking, DCF, Asset Management, Portfolio Management, Principia CAMS, Salesforce CRM, ML Wealth Outlook, Financial Planning, Wealth Management, LBO, Leveraged Finance, Risk Management, Equity Trading, Equity Capital Markets, Sales and Trading, CLO, CLO Structuring, CLO Ratings, Term Loan, High Yield, SAS Programming, Econometrics
Education
Binghamton University - School of Management 2011 — 2015
B.S. Honors in Management, Concentration in Financial Engineering, Magna Cum Laude
Maine-Endwell High School 2007 — 2011
Advanced Designation Diploma
EY August 2015 - Present
Binghamton University January 2015 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
Portland House Advisors June 2013 - August 2013
UBS Investment Bank January 2013 - May 2013
Bank of America Merrill Lynch September 2012 - December 2012
Lesko Financial Services June 2012 - August 2012
Downtown Binghamton Business Association June 2012 - August 2012
Binghamton University January 2012 - May 2012
Skills
Equity Research, Microsoft Excel, Teamwork, Microsoft Office, Financial Analysis, Access, PowerPoint, Financial Statement..., Financial Modeling, Hedge Funds, Valuation, Corporate Finance, Bloomberg Terminal, VBA, Capital IQ, Investments, Equities, Investment Banking, DCF, Asset Management, Portfolio Management, Principia CAMS, Salesforce CRM, ML Wealth Outlook, Financial Planning, Wealth Management, LBO, Leveraged Finance, Risk Management, Equity Trading, Equity Capital Markets, Sales and Trading, CLO, CLO Structuring, CLO Ratings, Term Loan, High Yield, SAS Programming, Econometrics
Education
Binghamton University - School of Management 2011 — 2015
B.S. Honors in Management, Concentration in Financial Engineering, Magna Cum Laude
Maine-Endwell High School 2007 — 2011
Advanced Designation Diploma
Laura (Seestadt) Taylor, PHR's UBS Investment Bank Experience August 2006 - September 2007
Job Senior HR Manager at Huge
Industry Human Resources
Experience
Huge August 2012 - Present
DeCrescente Distributing Company, Inc. February 2012 - August 2012
LBi US, LLC July 2008 - September 2011
UBS Investment Bank August 2006 - September 2007
Skills
Human Resources, Recruiting, New Hire Orientations, Applicant Tracking..., Onboarding, Benefits Administration, Employee Benefits, Management
Education
State University of New York at Albany 2002 — 2006
Bachelor of Arts, English and Japanese Studies
Birmingham City University 2011 — 2012
Graduate Certificate, International Human Resource Management (CIPD)
Huge August 2012 - Present
DeCrescente Distributing Company, Inc. February 2012 - August 2012
LBi US, LLC July 2008 - September 2011
UBS Investment Bank August 2006 - September 2007
Skills
Human Resources, Recruiting, New Hire Orientations, Applicant Tracking..., Onboarding, Benefits Administration, Employee Benefits, Management
Education
State University of New York at Albany 2002 — 2006
Bachelor of Arts, English and Japanese Studies
Birmingham City University 2011 — 2012
Graduate Certificate, International Human Resource Management (CIPD)
Benita Wilson's UBS Investment Bank Experience March 2006 - May 2009
Job Executive Assistant at Greater New York Hospital Association
Industry Hospital & Health Care
Experience
Greater New York Hospital Association May 2015 - Present
The Estee Lauder Companies Inc. February 2013 - May 2015
The Estee Lauder Companies Inc. November 2010 - February 2013
Estee Lauder, NA April 2010 - November 2010
New York City Health and Hospitals Corporation October 2009 - March 2010
UBS Investment Bank March 2006 - May 2009
CIBC World Markets March 2005 - February 2006
M. Luca & Associates February 2003 - February 2005
Castle Harlan March 2001 - January 2003
Education
Berkeley College of New York 2005 — 2007
BBA, Business Administration
Borough of Manhattan Community College 1985 — 2000
Associate, Arts; Business Administration
Greater New York Hospital Association May 2015 - Present
The Estee Lauder Companies Inc. February 2013 - May 2015
The Estee Lauder Companies Inc. November 2010 - February 2013
Estee Lauder, NA April 2010 - November 2010
New York City Health and Hospitals Corporation October 2009 - March 2010
UBS Investment Bank March 2006 - May 2009
CIBC World Markets March 2005 - February 2006
M. Luca & Associates February 2003 - February 2005
Castle Harlan March 2001 - January 2003
Education
Berkeley College of New York 2005 — 2007
BBA, Business Administration
Borough of Manhattan Community College 1985 — 2000
Associate, Arts; Business Administration
Feichi (Faye) Sun Feichi (Faye) Sun's UBS Investment Bank Experience July 2015 - Present
Job Investment Banking Analyst at UBS
Industry Financial Services
Experience
UBS Investment Bank July 2015 - Present
Boston College January 2013 - May 2015
Boston College September 2014 - December 2014
UBS Investment Bank June 2014 - August 2014
Boston College January 2014 - May 2014
Greenline Partners June 2013 - August 2013
Boston College May 2012 - January 2013
Temple Beth Shalom Day Camp June 2011 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Visual Basic, Swim Instruction, Lifeguarding, Marketing
Education
Boston College - Carroll School of Management 2011 — 2015
Bachelor of Science (B.S.), Finance, Corporate Reporting & Analysis, Magna Cum Laude
King's College London, U. of London 2013 — 2013
Study Abroad
Roslyn High School 2007 — 2011
Boston College
Boston College
UBS Investment Bank July 2015 - Present
Boston College January 2013 - May 2015
Boston College September 2014 - December 2014
UBS Investment Bank June 2014 - August 2014
Boston College January 2014 - May 2014
Greenline Partners June 2013 - August 2013
Boston College May 2012 - January 2013
Temple Beth Shalom Day Camp June 2011 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Visual Basic, Swim Instruction, Lifeguarding, Marketing
Education
Boston College - Carroll School of Management 2011 — 2015
Bachelor of Science (B.S.), Finance, Corporate Reporting & Analysis, Magna Cum Laude
King's College London, U. of London 2013 — 2013
Study Abroad
Roslyn High School 2007 — 2011
Boston College
Boston College
Charles Poillon's UBS Investment Bank Experience February 2014 - Present
Job Equity Research Associate Director at UBS Investment Bank
Industry Investment Management
Experience
UBS Investment Bank February 2014 - Present
Stifel Financial Corp. July 2013 - January 2014
UBS Investment Bank January 2012 - August 2012
Skills
Valuation, Financial Modeling, Equities, Investment Banking, Financial Analysis, Equity Research, Portfolio Management, Capital Markets, Investments, Microsoft Excel, Equity Valuation, DCF, Multiples, Impact Investing, Financial Statement..., Financial Engineering, Corporate Finance, Accounting, Programming, Precedent Transactions..., Accretion Dilution..., Comparable Analysis
Education
Binghamton University - School of Management 2008 — 2012
Bachelor of Science (BSc), Financial Engineering
Binghamton University - School of Management 2008 — 2012
Bachelor of Science (BSc), Management Information Systems
Mt. Sinai High School 2004 — 2008
Advanced Regents Diploma with Honors
UBS Investment Bank February 2014 - Present
Stifel Financial Corp. July 2013 - January 2014
UBS Investment Bank January 2012 - August 2012
Skills
Valuation, Financial Modeling, Equities, Investment Banking, Financial Analysis, Equity Research, Portfolio Management, Capital Markets, Investments, Microsoft Excel, Equity Valuation, DCF, Multiples, Impact Investing, Financial Statement..., Financial Engineering, Corporate Finance, Accounting, Programming, Precedent Transactions..., Accretion Dilution..., Comparable Analysis
Education
Binghamton University - School of Management 2008 — 2012
Bachelor of Science (BSc), Financial Engineering
Binghamton University - School of Management 2008 — 2012
Bachelor of Science (BSc), Management Information Systems
Mt. Sinai High School 2004 — 2008
Advanced Regents Diploma with Honors
Dan Boguslavsky's UBS Investment Bank Experience June 2011 - August 2011
Job Experienced Financial Analyst at Moody's Corporation
Industry Financial Services
Experience
Moody's Corporation December 2013 - Present
Citi June 2012 - July 2013
Perennial Capital Advisors LLC February 2012 - March 2012
UBS Investment Bank June 2011 - August 2011
Argopoint LLC March 2011 - May 2011
Bank of America Merrill Lynch September 2010 - December 2010
Bank of America Merrill Lynch June 2010 - August 2010
Skills
Financial Analysis, Credit Analysis, Public Finance, Financial & Operational..., Financial Accounting, Banking, Budgeting, Infrastructure, Audit Review, Oil & Gas Industry, Portfolio Management, Data Modeling, Pitch Books, Market Research
Education
Boston College 2008 — 2012
B.S., Finance, Philosophy
Delbarton School 2004 — 2008
Moody's Corporation December 2013 - Present
Citi June 2012 - July 2013
Perennial Capital Advisors LLC February 2012 - March 2012
UBS Investment Bank June 2011 - August 2011
Argopoint LLC March 2011 - May 2011
Bank of America Merrill Lynch September 2010 - December 2010
Bank of America Merrill Lynch June 2010 - August 2010
Skills
Financial Analysis, Credit Analysis, Public Finance, Financial & Operational..., Financial Accounting, Banking, Budgeting, Infrastructure, Audit Review, Oil & Gas Industry, Portfolio Management, Data Modeling, Pitch Books, Market Research
Education
Boston College 2008 — 2012
B.S., Finance, Philosophy
Delbarton School 2004 — 2008
Ankit Agrawal Ankit Agrawal's UBS Investment Bank Experience October 2012 - Present
Job Associate Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank October 2012 - Present
UBS Verity Knowledge Solutions December 2011 - September 2012
UBS Investment Bank October 2011 - December 2011
UBS Verity Knowledge Solutions September 2009 - October 2011
Skills
Bloomberg, Factset, Valuation, Financial Modeling, Investment Banking, DCF, Factiva, Financial Analysis, Industry Research, Mergers, Analysis, Bloomberg Terminal, Business Valuation, Capital IQ, Due Diligence, Finance, Financial Markets, Mergers, Project Finance, Equity Valuation
Education
CFA Institute 2011 — 2011
Level 1, Finance
Birla Institute of Technology and Science, Pilani 2005 — 2009
B.E (Hons), Chemical Engineering
UBS Investment Bank October 2012 - Present
UBS Verity Knowledge Solutions December 2011 - September 2012
UBS Investment Bank October 2011 - December 2011
UBS Verity Knowledge Solutions September 2009 - October 2011
Skills
Bloomberg, Factset, Valuation, Financial Modeling, Investment Banking, DCF, Factiva, Financial Analysis, Industry Research, Mergers, Analysis, Bloomberg Terminal, Business Valuation, Capital IQ, Due Diligence, Finance, Financial Markets, Mergers, Project Finance, Equity Valuation
Education
CFA Institute 2011 — 2011
Level 1, Finance
Birla Institute of Technology and Science, Pilani 2005 — 2009
B.E (Hons), Chemical Engineering
Corey Goldman Corey Goldman's UBS Investment Bank Experience January 2011 - April 2013
Job Vice President, Equity Research at Jefferies & Company
Industry Financial Services
Experience
Jefferies LLC April 2013 - Present
UBS Investment Bank January 2011 - April 2013
UBS Investment Bank May 2010 - August 2010
Kimco Realty Corporation May 2009 - January 2010
Skills
Equities, Financial Modeling, Investments, Accounting, Equity Research
Education
Binghamton University - School of Management 2007 — 2011
BS, Management (finance concentration)
Jefferies LLC April 2013 - Present
UBS Investment Bank January 2011 - April 2013
UBS Investment Bank May 2010 - August 2010
Kimco Realty Corporation May 2009 - January 2010
Skills
Equities, Financial Modeling, Investments, Accounting, Equity Research
Education
Binghamton University - School of Management 2007 — 2011
BS, Management (finance concentration)
Christina Fusilli's UBS Investment Bank Experience June 2013 - August 2013
Job Sales & Trading Analyst
Industry Financial Services
Experience
Citi August 2015 - Present
Citi June 2014 - July 2015
UBS Investment Bank June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Data Analysis, Financial Modeling, Public Speaking
Education
Boston College 2010 — 2014
Bachelor of Science (BS), Finance and Accounting, Minor Mathematics, cum laude
Florence University of the Arts 2012 — 2012
Citi August 2015 - Present
Citi June 2014 - July 2015
UBS Investment Bank June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Data Analysis, Financial Modeling, Public Speaking
Education
Boston College 2010 — 2014
Bachelor of Science (BS), Finance and Accounting, Minor Mathematics, cum laude
Florence University of the Arts 2012 — 2012
Joshua Skelly's UBS Investment Bank Experience 2010 - 2010
Job MBA Summer Associate at CIP Capital
Industry Venture Capital & Private Equity
Experience
CIP Capital May 2015 - Present
Bregal Sagemount April 2015 - May 2015
Red Oak Growth Partners February 2014 - May 2015
Deloitte Consulting 2011 - 2014
UBS Investment Bank 2010 - 2010
Taconic 2009 - 2009
Martin, Shudt, Wallace, DiLorenzo & Johnson 2009 - 2009
Little League 2008 - 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, SQL, Management Consulting, Project Management, Strategy, Financial Modeling, Financial Analysis, Investments, Finance, Corporate Finance, Due Diligence, Data Analysis, Growth Strategies, Analysis, Statistics, Corporate Development, Market Research, Market Entry, Strategic Consulting, Visual Basic, PC, Bloomberg Terminal, Business Analysis, Operating Models, Process Improvement, Business Process..., Operational Strategy, VBA, Business Transformation, Research, Business Strategy, Access, Analytics, Organizational Design, Valuation, Business Process Design, After Effects
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Finance & Private Equity, Dean's List
Boston College 2007 — 2011
Bachelor of Science, Finance, Accounting & Information Systems, 3.73 / 4.00
University College Dublin 2009 — 2009
Study Abroad, Business- Finance, Accounting and IS
Cairo-Durham High School 2003 — 2007
Salutatorian
CIP Capital May 2015 - Present
Bregal Sagemount April 2015 - May 2015
Red Oak Growth Partners February 2014 - May 2015
Deloitte Consulting 2011 - 2014
UBS Investment Bank 2010 - 2010
Taconic 2009 - 2009
Martin, Shudt, Wallace, DiLorenzo & Johnson 2009 - 2009
Little League 2008 - 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, SQL, Management Consulting, Project Management, Strategy, Financial Modeling, Financial Analysis, Investments, Finance, Corporate Finance, Due Diligence, Data Analysis, Growth Strategies, Analysis, Statistics, Corporate Development, Market Research, Market Entry, Strategic Consulting, Visual Basic, PC, Bloomberg Terminal, Business Analysis, Operating Models, Process Improvement, Business Process..., Operational Strategy, VBA, Business Transformation, Research, Business Strategy, Access, Analytics, Organizational Design, Valuation, Business Process Design, After Effects
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Finance & Private Equity, Dean's List
Boston College 2007 — 2011
Bachelor of Science, Finance, Accounting & Information Systems, 3.73 / 4.00
University College Dublin 2009 — 2009
Study Abroad, Business- Finance, Accounting and IS
Cairo-Durham High School 2003 — 2007
Salutatorian
Robert Foley Robert Foley's UBS Investment Bank Experience July 2001 - October 2003
Job Assistant Vice President Global Procurement Services at State Street
Industry Financial Services
Experience
State Street May 2013 - Present
Dell July 2009 - July 2012
Dell May 2008 - August 2008
Shearman & Sterling LLP October 2003 - January 2007
UBS Investment Bank July 2001 - October 2003
Skills
Business Process..., Business Strategy, Financial Modeling, Product Management, Business Development, Program Management, Data Analysis, Strategic Planning, Project Management, Salesforce.com, Business Intelligence, Marketing Strategy, Financial Analysis, Competitive Analysis, Corporate Finance, Valuation, Marketing, Due Diligence, Cross-functional Team..., Budgets, Finance, Analysis, Strategy, Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2009
Master of Business Administration, Full-Time Program, Concentrations in General Management and Information Systems
Boston College 1997 — 2001
Carroll School of Management - Bachelor of Science in Management, Finance and Marketing
State Street May 2013 - Present
Dell July 2009 - July 2012
Dell May 2008 - August 2008
Shearman & Sterling LLP October 2003 - January 2007
UBS Investment Bank July 2001 - October 2003
Skills
Business Process..., Business Strategy, Financial Modeling, Product Management, Business Development, Program Management, Data Analysis, Strategic Planning, Project Management, Salesforce.com, Business Intelligence, Marketing Strategy, Financial Analysis, Competitive Analysis, Corporate Finance, Valuation, Marketing, Due Diligence, Cross-functional Team..., Budgets, Finance, Analysis, Strategy, Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2009
Master of Business Administration, Full-Time Program, Concentrations in General Management and Information Systems
Boston College 1997 — 2001
Carroll School of Management - Bachelor of Science in Management, Finance and Marketing
Christopher Valentine Christopher Valentine's UBS Investment Bank Experience January 2012 - May 2012
Job Investment Banking Associate at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank July 2015 - Present
Deutsche Bank February 2013 - July 2015
UBS Investment Bank January 2012 - May 2012
Neuberger Berman June 2011 - August 2011
UBS Investment Bank January 2011 - May 2011
Skills
Fixed Income, Equity Research, Financial Modeling, Microsoft Office, Corporate Finance, Financial Statement..., Financial Analysis, DCF, Financial Reporting, Equity Valuation, Asset Management, PowerPoint, Access, Credit, Industry Analysis, Excel, Cash Flow, Word, English, High Yield, Fixed Income Analysis, Bloomberg, Capital Markets, Investment Banking
Education
Binghamton University - School of Management 2008 — 2012
BS, Finance, Global Management
Binghamton University - School of Management
Bachelor of Science (B.S.)
Deutsche Bank July 2015 - Present
Deutsche Bank February 2013 - July 2015
UBS Investment Bank January 2012 - May 2012
Neuberger Berman June 2011 - August 2011
UBS Investment Bank January 2011 - May 2011
Skills
Fixed Income, Equity Research, Financial Modeling, Microsoft Office, Corporate Finance, Financial Statement..., Financial Analysis, DCF, Financial Reporting, Equity Valuation, Asset Management, PowerPoint, Access, Credit, Industry Analysis, Excel, Cash Flow, Word, English, High Yield, Fixed Income Analysis, Bloomberg, Capital Markets, Investment Banking
Education
Binghamton University - School of Management 2008 — 2012
BS, Finance, Global Management
Binghamton University - School of Management
Bachelor of Science (B.S.)
Laura (Cohen) Grodentzik Laura (Cohen) Grodentzik's UBS Investment Bank Experience June 2008 - August 2008
Job Valuations Associate at Angelo, Gordon & Co.
Industry Financial Services
Experience
Angelo, Gordon & Co. May 2012 - Present
PricewaterhouseCoopers September 2010 - May 2012
The Bank of New York Mellon May 2009 - August 2009
UBS Investment Bank June 2008 - August 2008
Skills
ABS, Residential Mortgages, Valuation, Accounting, CDO, Fixed Income, Financial Modeling, Bloomberg, Loans, Structured Finance, Structured Products, Capital Markets, Securitization, Bloomberg Terminal, Equities, Hedge Funds
Education
Binghamton University - School of Management 2009 — 2010
MS, Accounting
Binghamton University - School of Management 2006 — 2009
BS, Finance, Accounting and Leadership/Consulting
Angelo, Gordon & Co. May 2012 - Present
PricewaterhouseCoopers September 2010 - May 2012
The Bank of New York Mellon May 2009 - August 2009
UBS Investment Bank June 2008 - August 2008
Skills
ABS, Residential Mortgages, Valuation, Accounting, CDO, Fixed Income, Financial Modeling, Bloomberg, Loans, Structured Finance, Structured Products, Capital Markets, Securitization, Bloomberg Terminal, Equities, Hedge Funds
Education
Binghamton University - School of Management 2009 — 2010
MS, Accounting
Binghamton University - School of Management 2006 — 2009
BS, Finance, Accounting and Leadership/Consulting
A.J. Doyle, CFA's UBS Investment Bank Experience June 2006 - August 2006
Job Equity Research Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management October 2011 - Present
Wellington Management July 2007 - October 2011
UBS Investment Bank June 2006 - August 2006
Skills
Equity Research
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Boston College 2003 — 2007
BS, Finance, Accounting
Hopkinton High School 1999 — 2003
Wellington Management October 2011 - Present
Wellington Management July 2007 - October 2011
UBS Investment Bank June 2006 - August 2006
Skills
Equity Research
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Boston College 2003 — 2007
BS, Finance, Accounting
Hopkinton High School 1999 — 2003
Jason Sinnarajah Jason Sinnarajah's UBS Investment Bank Experience June 2006 - August 2006
Job VP Business Development and Strategic Partnerships at The Weather Company
Industry Internet
Experience
The Weather Company March 2015 - Present
Cleveland Indians August 2012 - February 2015
Google, Inc January 2011 - August 2012
Google, Inc July 2008 - December 2010
Google July 2007 - July 2008
UBS Investment Bank June 2006 - August 2006
General Mills July 2002 - July 2005
Merrill Lynch June 2001 - August 2001
Education
University of Virginia - Darden Graduate School of Business Administration 2005 — 2007
Master of Business Administration (M.B.A.)
Boston College 1998 — 2002
Bachelor of Science (B.S.)
The Weather Company March 2015 - Present
Cleveland Indians August 2012 - February 2015
Google, Inc January 2011 - August 2012
Google, Inc July 2008 - December 2010
Google July 2007 - July 2008
UBS Investment Bank June 2006 - August 2006
General Mills July 2002 - July 2005
Merrill Lynch June 2001 - August 2001
Education
University of Virginia - Darden Graduate School of Business Administration 2005 — 2007
Master of Business Administration (M.B.A.)
Boston College 1998 — 2002
Bachelor of Science (B.S.)
Christina Kwan Christina Kwan's UBS Investment Bank Experience August 2008 - August 2010
Job Officer at State Street
Industry Financial Services
Experience
State Street December 2012 - Present
Interactive Brokers August 2010 - March 2012
UBS Investment Bank August 2008 - August 2010
UBS Investment Bank January 2008 - August 2008
UBS Investment Bank July 2007 - January 2008
Education
Boston College 2003 — 2007
BS, Operations & Technology Management, Marketing
Boston Latin School 1997 — 2003
State Street December 2012 - Present
Interactive Brokers August 2010 - March 2012
UBS Investment Bank August 2008 - August 2010
UBS Investment Bank January 2008 - August 2008
UBS Investment Bank July 2007 - January 2008
Education
Boston College 2003 — 2007
BS, Operations & Technology Management, Marketing
Boston Latin School 1997 — 2003
Robert Verdier's UBS Investment Bank Experience July 2002 - July 2009
Job
Industry Investment Banking
Experience
BMO Capital Markets September 2015 - Present
Jefferies & Company July 2009 - July 2015
UBS Investment Bank July 2002 - July 2009
Skills
Investment Banking, Valuation, Capital Markets, LBO, Special Situations, Private Equity
Education
Boston College 1998 — 2002
BS, Magna Cum Laude
BMO Capital Markets September 2015 - Present
Jefferies & Company July 2009 - July 2015
UBS Investment Bank July 2002 - July 2009
Skills
Investment Banking, Valuation, Capital Markets, LBO, Special Situations, Private Equity
Education
Boston College 1998 — 2002
BS, Magna Cum Laude
Pratap S Routray,PMP ®, ITIL V3 Certified's UBS Investment Bank Experience April 2008 - December 2008
Job Project Manager IT Delivery, AMS Solutioning and Execution
Industry Information Technology and Services
Experience
IBM May 2013 - Present
SunTrust Bank January 2009 - April 2013
UBS Investment Bank April 2008 - December 2008
IBM Global Services October 2005 - April 2008
UBS Investment Bank September 2004 - October 2005
Polaris Financial Technology Limited 2004 - 2005
Keane December 2002 - September 2004
InfoPro August 1999 - December 2002
Skills
Business Analysis, Process Improvement, Risk Management, Change Management, PMP, Project Management -..., Project Management -..., Project Management -..., Project Management -..., Transition Management, PMO, Project Management, Software Project..., Project Portfolio..., IT Service Management, Program Management, Information Technology, Management, Global Delivery
Education
Birla Institute of Technology and Science, Pilani
MS, Management Consultancy
Utkal University
MSc, Physics
IBM May 2013 - Present
SunTrust Bank January 2009 - April 2013
UBS Investment Bank April 2008 - December 2008
IBM Global Services October 2005 - April 2008
UBS Investment Bank September 2004 - October 2005
Polaris Financial Technology Limited 2004 - 2005
Keane December 2002 - September 2004
InfoPro August 1999 - December 2002
Skills
Business Analysis, Process Improvement, Risk Management, Change Management, PMP, Project Management -..., Project Management -..., Project Management -..., Project Management -..., Transition Management, PMO, Project Management, Software Project..., Project Portfolio..., IT Service Management, Program Management, Information Technology, Management, Global Delivery
Education
Birla Institute of Technology and Science, Pilani
MS, Management Consultancy
Utkal University
MSc, Physics
Karthikeyan Pattabiraman's UBS Investment Bank Experience March 2007 - March 2008
Job Sr Software Engineer
Industry Financial Services
Experience
Calypso Technology February 2013 - Present
ICAP June 2010 - February 2013
UBS Investment Bank March 2007 - March 2008
Acopia Networks January 2006 - August 2006
Caritor (Now called Keane) August 2003 - December 2005
Education
Birla Institute of Technology and Science, Pilani 1999 — 2003
Calypso Technology February 2013 - Present
ICAP June 2010 - February 2013
UBS Investment Bank March 2007 - March 2008
Acopia Networks January 2006 - August 2006
Caritor (Now called Keane) August 2003 - December 2005
Education
Birla Institute of Technology and Science, Pilani 1999 — 2003
Kristin Kusmierz's UBS Investment Bank Experience January 2011 - Present
Job Executive Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank January 2011 - Present
UBS Investment Bank June 2009 - Present
UBS Investment Bank January 2008 - December 2010
UBS Investment Bank July 2004 - December 2007
UBS July 2001 - July 2004
Skills
Investment Banking, Capital Markets, Valuation, CDS, Financial Modeling
Education
Boston College 1997 — 2001
BA, Neuroscience/Psychology
UBS Investment Bank January 2011 - Present
UBS Investment Bank June 2009 - Present
UBS Investment Bank January 2008 - December 2010
UBS Investment Bank July 2004 - December 2007
UBS July 2001 - July 2004
Skills
Investment Banking, Capital Markets, Valuation, CDS, Financial Modeling
Education
Boston College 1997 — 2001
BA, Neuroscience/Psychology
Andrew Kunzweiler, CFA's UBS Investment Bank Experience June 2012 - May 2013
Job Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Corporation June 2013 - Present
UBS Investment Bank June 2012 - May 2013
UBS Investment Bank July 2010 - June 2012
Skills
Investment Management, Portfolio Management, Portfolio Optimization, Equities, Bloomberg, Microsoft Excel, PowerPoint, Barra Aegis
Education
Boston College 2006 — 2010
Bachelor of Science (BS), Finance, Accounting
Northern Trust Corporation June 2013 - Present
UBS Investment Bank June 2012 - May 2013
UBS Investment Bank July 2010 - June 2012
Skills
Investment Management, Portfolio Management, Portfolio Optimization, Equities, Bloomberg, Microsoft Excel, PowerPoint, Barra Aegis
Education
Boston College 2006 — 2010
Bachelor of Science (BS), Finance, Accounting
Bethany Gillen's UBS Investment Bank Experience June 2006 - 2008
Job Head of University Relations at Aetna
Industry Higher Education
Experience
Aetna January 2014 - Present
Sacred Heart University October 2009 - December 2013
Pascale & LaMorte, LLC March 2008 - October 2009
UBS Investment Bank June 2006 - 2008
UBS Investment Bank 1998 - 2006
JP Morgan 1995 - 1998
Skills
Human Resources, Recruiting, Executive Search, Strategy, Management, Training, Leadership, Finance, Healthcare, Career Development, Talent Management, Performance Management, Leadership Development, Organizational..., Time Management
Education
University of Connecticut 2001 — 2004
MBA, Management
Boston College 1991 — 1995
Bachelor of Science degree in Management, Marketing
Aetna January 2014 - Present
Sacred Heart University October 2009 - December 2013
Pascale & LaMorte, LLC March 2008 - October 2009
UBS Investment Bank June 2006 - 2008
UBS Investment Bank 1998 - 2006
JP Morgan 1995 - 1998
Skills
Human Resources, Recruiting, Executive Search, Strategy, Management, Training, Leadership, Finance, Healthcare, Career Development, Talent Management, Performance Management, Leadership Development, Organizational..., Time Management
Education
University of Connecticut 2001 — 2004
MBA, Management
Boston College 1991 — 1995
Bachelor of Science degree in Management, Marketing
Rich Tandy's UBS Investment Bank Experience April 1996 - May 2008
Job Agent/Business Development Officer at BTC Transport Systems, Inc
Industry Financial Services
Experience
BTC Transport Systems, Inc May 2010 - Present
UBS Investment Bank April 1996 - May 2008
Skills
Investments, Equities, Capital Markets, Hedge Funds, Management, Securities, Strategic Planning, Customer Service, Options, Series 7
Education
Boston College 1989 — 1994
BTC Transport Systems, Inc May 2010 - Present
UBS Investment Bank April 1996 - May 2008
Skills
Investments, Equities, Capital Markets, Hedge Funds, Management, Securities, Strategic Planning, Customer Service, Options, Series 7
Education
Boston College 1989 — 1994
Kyle Concannon, CFA's UBS Investment Bank Experience July 2007 - April 2009
Job Global Macro Product Specialist at William Blair & Company
Industry Financial Services
Experience
William Blair & Company July 2015 - Present
UBS Global Asset Management April 2014 - July 2015
UBS Global Asset Management December 2012 - April 2014
UBS July 2011 - December 2012
UBS Wealth Management April 2009 - July 2011
UBS Investment Bank July 2007 - April 2009
Skills
Financial Modeling, Financial Reporting, Bloomberg, Corporate Finance, Finance, Forecasting, Fixed Income, Business Analysis, Hedge Funds
Education
Boston College 2003 — 2007
BS, Finance / Information Systems
Boston College
William Blair & Company July 2015 - Present
UBS Global Asset Management April 2014 - July 2015
UBS Global Asset Management December 2012 - April 2014
UBS July 2011 - December 2012
UBS Wealth Management April 2009 - July 2011
UBS Investment Bank July 2007 - April 2009
Skills
Financial Modeling, Financial Reporting, Bloomberg, Corporate Finance, Finance, Forecasting, Fixed Income, Business Analysis, Hedge Funds
Education
Boston College 2003 — 2007
BS, Finance / Information Systems
Boston College
Dana M. Isaacs's UBS Investment Bank Experience September 2001 - March 2004
Job Head of IT PMO at Bridgewater Associates
Industry Financial Services
Experience
Bridgewater Associates December 2011 - Present
XL Global Services October 2010 - December 2011
Self Employed April 2009 - October 2010
UBS April 2006 - July 2008
UBS April 2004 - March 2006
UBS Investment Bank September 2001 - March 2004
Gartner October 2000 - September 2001
Perot Systems May 1998 - October 2000
Education
Boston College
Bachelor of Science, Management, MIS / Marketing
Bridgewater Associates December 2011 - Present
XL Global Services October 2010 - December 2011
Self Employed April 2009 - October 2010
UBS April 2006 - July 2008
UBS April 2004 - March 2006
UBS Investment Bank September 2001 - March 2004
Gartner October 2000 - September 2001
Perot Systems May 1998 - October 2000
Education
Boston College
Bachelor of Science, Management, MIS / Marketing
Anne Leschin's UBS Investment Bank Experience April 2001 - July 2004
Job CoFounder and Principal, StreetSmart Investor Relations
Industry Public Relations and Communications
Experience
StreetSmart Investor Relations March 2005 - Present
UBS Investment Bank April 2001 - July 2004
Montgomery Securities 1992 - 1999
Skills
Investment Banking, Equity Research, Valuation, Capital Markets, Corporate Development, Due Diligence, Investor Relations, Mergers & Acquisitions, Private Equity, Venture Capital, IPO, Financial Modeling, Hedge Funds, Equities, Corporate Finance, Alternative Investments, M&A experience, Private Placements, Emerging Markets, Equity Valuation, Securities
Education
Boston College
BA, Economics/Sociology
University of California, Berkeley
StreetSmart Investor Relations March 2005 - Present
UBS Investment Bank April 2001 - July 2004
Montgomery Securities 1992 - 1999
Skills
Investment Banking, Equity Research, Valuation, Capital Markets, Corporate Development, Due Diligence, Investor Relations, Mergers & Acquisitions, Private Equity, Venture Capital, IPO, Financial Modeling, Hedge Funds, Equities, Corporate Finance, Alternative Investments, M&A experience, Private Placements, Emerging Markets, Equity Valuation, Securities
Education
Boston College
BA, Economics/Sociology
University of California, Berkeley
Chris Capano's UBS Investment Bank Experience August 2010 - Present
Job Director Equity Finance UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank August 2010 - Present
UBS Investment Bank June 2006 - August 2010
Mortgage Lenders Network USA 2004 - 2006
Skills
Securities Lending, Debt & Equity Financing, Prime Brokerage, Hedge Funds, Equities, Finance, Series 7, Series 63, Bloomberg, Securities
Education
Boston College 2000 — 2004
Bachelor of Arts (B.A.), Communications (Minor: Economics)
UBS Investment Bank August 2010 - Present
UBS Investment Bank June 2006 - August 2010
Mortgage Lenders Network USA 2004 - 2006
Skills
Securities Lending, Debt & Equity Financing, Prime Brokerage, Hedge Funds, Equities, Finance, Series 7, Series 63, Bloomberg, Securities
Education
Boston College 2000 — 2004
Bachelor of Arts (B.A.), Communications (Minor: Economics)
Chi Ma's UBS Investment Bank Experience April 2013 - Present
Job Mortgage Finance Group, Director at UBS Investment Bank
Industry Real Estate
Experience
UBS Investment Bank April 2013 - Present
UBS Investment Bank March 2009 - April 2013
UBS Investment Bank July 2006 - March 2009
Skills
Capital Markets, Fixed Income, Valuation, Structured Finance, Structured Products, Financial Risk, Securitization
Education
Boston College 2002 — 2006
BS, Finance, International Studies
UBS Investment Bank April 2013 - Present
UBS Investment Bank March 2009 - April 2013
UBS Investment Bank July 2006 - March 2009
Skills
Capital Markets, Fixed Income, Valuation, Structured Finance, Structured Products, Financial Risk, Securitization
Education
Boston College 2002 — 2006
BS, Finance, International Studies
Clare Duan's UBS Investment Bank Experience 2007 - 2008
Job Associate at Colony Capital
Industry Real Estate
Experience
Colony Capital 2015 - Present
Morgan Stanley Real Estate August 2014 - March 2015
China Investment Corporation (CIC) June 2013 - August 2013
Industrial and Commercial Bank of China April 2012 - August 2012
Vision Capital Advisors LLC 2008 - 2011
UBS Investment Bank 2007 - 2008
Education
MIT 2012 — 2014
Master of Business Administration (M.B.A.)
Boston College 2003 — 2007
B.S
Colony Capital 2015 - Present
Morgan Stanley Real Estate August 2014 - March 2015
China Investment Corporation (CIC) June 2013 - August 2013
Industrial and Commercial Bank of China April 2012 - August 2012
Vision Capital Advisors LLC 2008 - 2011
UBS Investment Bank 2007 - 2008
Education
MIT 2012 — 2014
Master of Business Administration (M.B.A.)
Boston College 2003 — 2007
B.S
Casey DeBaecke's UBS Investment Bank Experience 2006 - Present
Job Institutional Equity Sales
Industry Financial Services
Experience
UBS Financial Services July 2006 - Present
UBS Investment Bank 2006 - Present
Education
Boston College 1988 — 1992
UBS Financial Services July 2006 - Present
UBS Investment Bank 2006 - Present
Education
Boston College 1988 — 1992
Raymond Smith, CCNA's UBS Investment Bank Experience May 2000 - December 2007
Job Data Center and Infrastructure Network Engineer for DataNet at Cisco Systems
Industry Information Technology and Services
Experience
Cisco Systems November 2013 - Present
FREELANCE NETWORK INSTRUCTOR April 2012 - November 2013
Dimension Data June 2008 - April 2012
UBS Investment Bank May 2000 - December 2007
Skills
FRAME-RELAY, T1, T3, ETHERNET, STP, VTP, FASTETHERNET, PORT-CHANNEL, SWITCH..., Frame Relay, Switches, T1, Cisco Technologies, Ethernet, Routers, OSPF, VoIP, Data Center, WAN, LAN-WAN, Cisco Routers, BGP
Education
Brooklyn College 1991 — 1996
Bachelor of Arts (B.A.), Communication and Media Studies
Borough of Manhattan Community College 1986 — 1990
A.A.S Degree, Communication
Cisco Systems November 2013 - Present
FREELANCE NETWORK INSTRUCTOR April 2012 - November 2013
Dimension Data June 2008 - April 2012
UBS Investment Bank May 2000 - December 2007
Skills
FRAME-RELAY, T1, T3, ETHERNET, STP, VTP, FASTETHERNET, PORT-CHANNEL, SWITCH..., Frame Relay, Switches, T1, Cisco Technologies, Ethernet, Routers, OSPF, VoIP, Data Center, WAN, LAN-WAN, Cisco Routers, BGP
Education
Brooklyn College 1991 — 1996
Bachelor of Arts (B.A.), Communication and Media Studies
Borough of Manhattan Community College 1986 — 1990
A.A.S Degree, Communication
Joseph Bustros, CFA's UBS Investment Bank Experience 2000 - 2001
Job Director at Credit Suisse
Industry Oil & Energy
Experience
Credit Suisse June 2014 - Present
Credit Suisse October 2006 - June 2014
Credit Suisse First Boston August 2001 - October 2006
UBS Investment Bank 2000 - 2001
Societe Generale Cowen 1999 - 2000
JPMorgan Chase 1998 - 1999
Skills
Due Diligence, Equity Research, Corporate Finance, Credit Analysis, Investment Banking, Equities, Portfolio Management, Fixed Income, Credit, Private Banking, Derivatives, Bloomberg, Capital Markets, Emerging Markets, Hedge Funds
Education
Boston College 1994 — 1998
Bachelor of Arts
Loyola High School 1990 — 1994
High School
Saint David's School 1980 — 1990
Elementary
Credit Suisse June 2014 - Present
Credit Suisse October 2006 - June 2014
Credit Suisse First Boston August 2001 - October 2006
UBS Investment Bank 2000 - 2001
Societe Generale Cowen 1999 - 2000
JPMorgan Chase 1998 - 1999
Skills
Due Diligence, Equity Research, Corporate Finance, Credit Analysis, Investment Banking, Equities, Portfolio Management, Fixed Income, Credit, Private Banking, Derivatives, Bloomberg, Capital Markets, Emerging Markets, Hedge Funds
Education
Boston College 1994 — 1998
Bachelor of Arts
Loyola High School 1990 — 1994
High School
Saint David's School 1980 — 1990
Elementary
Chelsea Woods's UBS Investment Bank Experience July 2004 - August 2007
Job Assistant Director of Admission at Columbus School for Girls
Industry Education Management
Experience
Columbus School for Girls September 2012 - Present
Macquarie September 2007 - September 2009
UBS Investment Bank July 2004 - August 2007
Skills
Recruiting, Career Development, Leadership Development, Onboarding, Event Planning
Education
Boston College 2010 — 2011
Master of Education (M.Ed.), Secondary Ed - English
Boston College 2000 — 2004
Bachelor of Arts (BA), English
Columbus School for Girls
Columbus School for Girls September 2012 - Present
Macquarie September 2007 - September 2009
UBS Investment Bank July 2004 - August 2007
Skills
Recruiting, Career Development, Leadership Development, Onboarding, Event Planning
Education
Boston College 2010 — 2011
Master of Education (M.Ed.), Secondary Ed - English
Boston College 2000 — 2004
Bachelor of Arts (BA), English
Columbus School for Girls
Thandava Batta's UBS Investment Bank Experience February 2009 - August 2010
Job Programmer
Industry Financial Services
Experience
Citi August 2011 - February 2014
Interactive Brokers September 2010 - August 2011
UBS Investment Bank February 2009 - August 2010
Stony Brook University September 2007 - December 2008
UBS Investment Bank June 2008 - August 2008
i2 Technologies June 2006 - December 2006
Skills
Java, SQL, XML, Spring, Unix, Web Services, Agile Methodologies, Hibernate, Java Enterprise Edition, Design Patterns, Perl, Eclipse, C#, C++, PL/SQL, Software Development, JSP, Security, C, JavaScript, Microsoft SQL Server, VBA
Education
State University of New York at Stony Brook 2007 — 2008
Masters, Conputer Science
Birla Institute of Technology and Science, Pilani 2003 — 2007
B.E. Hons, Mechanical
LRG
Citi August 2011 - February 2014
Interactive Brokers September 2010 - August 2011
UBS Investment Bank February 2009 - August 2010
Stony Brook University September 2007 - December 2008
UBS Investment Bank June 2008 - August 2008
i2 Technologies June 2006 - December 2006
Skills
Java, SQL, XML, Spring, Unix, Web Services, Agile Methodologies, Hibernate, Java Enterprise Edition, Design Patterns, Perl, Eclipse, C#, C++, PL/SQL, Software Development, JSP, Security, C, JavaScript, Microsoft SQL Server, VBA
Education
State University of New York at Stony Brook 2007 — 2008
Masters, Conputer Science
Birla Institute of Technology and Science, Pilani 2003 — 2007
B.E. Hons, Mechanical
LRG
Jeffrey Gushard's UBS Investment Bank Experience June 2006 - August 2006
Job Manager at Bain & Company
Industry Management Consulting
Experience
Bain & Company August 2015 - Present
Bain & Company March 2010 - Present
Harvard Business School September 2011 - May 2013
Talbots October 2010 - May 2011
Bain & Company September 2007 - February 2010
UBS Investment Bank June 2006 - August 2006
Education
Harvard Business School 2011 — 2013
MBA
Boston College 2003 — 2007
BS, Finance, Accounting
Bain & Company August 2015 - Present
Bain & Company March 2010 - Present
Harvard Business School September 2011 - May 2013
Talbots October 2010 - May 2011
Bain & Company September 2007 - February 2010
UBS Investment Bank June 2006 - August 2006
Education
Harvard Business School 2011 — 2013
MBA
Boston College 2003 — 2007
BS, Finance, Accounting
Brian Bishop's UBS Investment Bank Experience 1998 - 2009
Job Managing Director, Royal Bank of Scotland
Industry Financial Services
Experience
RBS Corporate & Institutional Banking November 2011 - Present
RBS Global Banking & Markets September 2010 - November 2011
RBS Global Banking & Markets November 2009 - September 2010
RBS Greenwich Capital February 2009 - November 2009
UBS Investment Bank 1998 - 2009
Rosenbluth International 1997 - 1998
University of Chicago Hospitals 1995 - 1996
Olivet College 1994 - 1995
Education
Boston College 1996 — 1997
MA, Higher Education
State University of New York College at Oswego 1989 — 1993
BS, Secondary Education
RBS Corporate & Institutional Banking November 2011 - Present
RBS Global Banking & Markets September 2010 - November 2011
RBS Global Banking & Markets November 2009 - September 2010
RBS Greenwich Capital February 2009 - November 2009
UBS Investment Bank 1998 - 2009
Rosenbluth International 1997 - 1998
University of Chicago Hospitals 1995 - 1996
Olivet College 1994 - 1995
Education
Boston College 1996 — 1997
MA, Higher Education
State University of New York College at Oswego 1989 — 1993
BS, Secondary Education
Russell Moy's UBS Investment Bank Experience 2005 - Present
Job Trader at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank 2005 - Present
Skills
Fixed Income, Trading, Interest Rate..., Options, Investment Banking, Capital Markets, Alternative Investments, Derivatives, Bloomberg, Structured Products, Trading Systems, Swaps, Equities, Electronic Trading, Financial Modeling, Credit Derivatives, Financial Markets, Equity Derivatives, FX Options, Bonds, Hedge Funds, Valuation
Education
Boston College 1993 — 1997
BA
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1997
BA, Finance
UBS Investment Bank 2005 - Present
Skills
Fixed Income, Trading, Interest Rate..., Options, Investment Banking, Capital Markets, Alternative Investments, Derivatives, Bloomberg, Structured Products, Trading Systems, Swaps, Equities, Electronic Trading, Financial Modeling, Credit Derivatives, Financial Markets, Equity Derivatives, FX Options, Bonds, Hedge Funds, Valuation
Education
Boston College 1993 — 1997
BA
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1997
BA, Finance
Vinod Balaji's UBS Investment Bank Experience January 2010 - September 2010
Job Sr. Database Consultant at Protegrity
Industry Information Technology and Services
Experience
Protegrity August 2014 - Present
Triple Point Technology August 2010 - August 2014
UBS Investment Bank January 2010 - September 2010
State Street Bank June 2007 - December 2009
Ericsson June 2005 - May 2007
Nortel Networks October 2003 - November 2005
Skills
SQL, Unix, PL/SQL, Unix Shell Scripting, Oracle, Shell Scripting, Data Warehousing, C, C++, Java, Oracle,..., Oracle Certified DBA, Performance Tuning, Databases, Solution Architecture, Data Modeling, SDLC, Data Migration, Microsoft SQL Server, Java
Education
Birla Institute of Technology and Science, Pilani 2005 — 2007
MS, Software Systems
Visvesvaraya Technological University 1999 — 2003
Bachelor of Engineering (BEng), Computer Science
Protegrity August 2014 - Present
Triple Point Technology August 2010 - August 2014
UBS Investment Bank January 2010 - September 2010
State Street Bank June 2007 - December 2009
Ericsson June 2005 - May 2007
Nortel Networks October 2003 - November 2005
Skills
SQL, Unix, PL/SQL, Unix Shell Scripting, Oracle, Shell Scripting, Data Warehousing, C, C++, Java, Oracle,..., Oracle Certified DBA, Performance Tuning, Databases, Solution Architecture, Data Modeling, SDLC, Data Migration, Microsoft SQL Server, Java
Education
Birla Institute of Technology and Science, Pilani 2005 — 2007
MS, Software Systems
Visvesvaraya Technological University 1999 — 2003
Bachelor of Engineering (BEng), Computer Science
Brian Kostka's UBS Investment Bank Experience 2004 - 2006
Job Partner / Assistant Portfolio Manager at SFMLP
Industry Investment Management
Experience
Systematic Financial Management 2007 - Present
Bank of New York Mellon 2006 - 2007
UBS Investment Bank 2004 - 2006
Gartmore 2001 - 2004
PwC 1999 - 2000
Skills
Equity Research, Valuation, Asset Managment, Financial Modeling, Portfolio Management, Equities, Investments, Bloomberg, Investment Management, Financial Analysis, Asset Management, Fixed Income, Capital Markets, Hedge Funds
Education
Boston College 1995 — 1999
Finance/Economics, Finance, Economics
Boston College
Bachelor's degree, Finance, Economics
Systematic Financial Management 2007 - Present
Bank of New York Mellon 2006 - 2007
UBS Investment Bank 2004 - 2006
Gartmore 2001 - 2004
PwC 1999 - 2000
Skills
Equity Research, Valuation, Asset Managment, Financial Modeling, Portfolio Management, Equities, Investments, Bloomberg, Investment Management, Financial Analysis, Asset Management, Fixed Income, Capital Markets, Hedge Funds
Education
Boston College 1995 — 1999
Finance/Economics, Finance, Economics
Boston College
Bachelor's degree, Finance, Economics
Ian Gonzales's UBS Investment Bank Experience September 2003 - November 2008
Job Board Member at SevJet
Industry Aviation & Aerospace
Experience
SevJet July 2009 - Present
UBS Investment Bank September 2003 - November 2008
Societe Generale US September 2001 - September 2003
Arthur Andersen LLP September 1999 - September 2001
United States Marine Corps November 1991 - November 1999
Skills
Fixed Income, Capital Markets, Investment Banking, Management, Derivatives, Operations Management, Valuation, Hedge Funds, Leadership, Aviation
Education
Binghamton University - School of Management 1997 — 1999
Bachelor of Applied Science (B.A.Sc.), Accounting
SevJet July 2009 - Present
UBS Investment Bank September 2003 - November 2008
Societe Generale US September 2001 - September 2003
Arthur Andersen LLP September 1999 - September 2001
United States Marine Corps November 1991 - November 1999
Skills
Fixed Income, Capital Markets, Investment Banking, Management, Derivatives, Operations Management, Valuation, Hedge Funds, Leadership, Aviation
Education
Binghamton University - School of Management 1997 — 1999
Bachelor of Applied Science (B.A.Sc.), Accounting
Arie Bedell's UBS Investment Bank Experience October 2010 - September 2012
Job
Industry Financial Services
Experience
Ernst & Young October 2012 - Present
UBS Investment Bank October 2010 - September 2012
PricewaterhouseCoopers September 2008 - October 2010
Newmark Knight Frank May 2007 - August 2007
Skills
Bloomberg, Private Equity, Fixed Income, Equities, Capital Markets, Investment Banking, Finance, Derivatives, Asset Management, Financial Services, Investments
Education
Binghamton University - School of Management 2004 — 2008
B.S., Accounting
Ernst & Young October 2012 - Present
UBS Investment Bank October 2010 - September 2012
PricewaterhouseCoopers September 2008 - October 2010
Newmark Knight Frank May 2007 - August 2007
Skills
Bloomberg, Private Equity, Fixed Income, Equities, Capital Markets, Investment Banking, Finance, Derivatives, Asset Management, Financial Services, Investments
Education
Binghamton University - School of Management 2004 — 2008
B.S., Accounting
Robert Yap's UBS Investment Bank Experience July 2011 - Present
Job Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank July 2011 - Present
Quadriserv November 2008 - August 2011
Lehman Brothers 2007 - 2008
Goldman Sachs 2003 - 2007
FINRA 2002 - 2003
Education
Boston College 1990 — 1994
BA, Political Science
UBS Investment Bank July 2011 - Present
Quadriserv November 2008 - August 2011
Lehman Brothers 2007 - 2008
Goldman Sachs 2003 - 2007
FINRA 2002 - 2003
Education
Boston College 1990 — 1994
BA, Political Science
Edward Madden's UBS Investment Bank Experience 1994 - 2008
Job Finance professional
Industry Financial Services
Experience
Pierpont Securities LLC August 2009 - Present
UBS Investment Bank 1994 - 2008
Skills
Treasury Management, Fixed Income, Equities, Structured Products, Capital Markets, Bonds, Derivatives, Investment Banking, Hedge Funds, Electronic Trading, Trading, Securities, ABS, Trading Systems, Credit Derivatives, Bloomberg, Financial Markets
Education
Hofstra University 1976 — 1981
Master of Business Administration (MBA), Finance, General
Boston College 1971 — 1975
Bachelor of Arts (B.A.), Economics
Pierpont Securities LLC August 2009 - Present
UBS Investment Bank 1994 - 2008
Skills
Treasury Management, Fixed Income, Equities, Structured Products, Capital Markets, Bonds, Derivatives, Investment Banking, Hedge Funds, Electronic Trading, Trading, Securities, ABS, Trading Systems, Credit Derivatives, Bloomberg, Financial Markets
Education
Hofstra University 1976 — 1981
Master of Business Administration (MBA), Finance, General
Boston College 1971 — 1975
Bachelor of Arts (B.A.), Economics
Joseph Spinner's UBS Investment Bank Experience June 2010 - August 2010
Job Analyst at Octagon Credit Investors
Industry Financial Services
Experience
Octagon Credit Investors April 2015 - Present
FTI Consulting April 2013 - March 2015
FTI Consulting September 2011 - April 2013
UBS Investment Bank June 2010 - August 2010
Northwestern Mutual June 2009 - August 2009
Jumpstart 2008 - 2009
Education
Boston College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, Corporate Reporting and Analysis
Mamaroneck High School 2003 — 2007
Octagon Credit Investors April 2015 - Present
FTI Consulting April 2013 - March 2015
FTI Consulting September 2011 - April 2013
UBS Investment Bank June 2010 - August 2010
Northwestern Mutual June 2009 - August 2009
Jumpstart 2008 - 2009
Education
Boston College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, Corporate Reporting and Analysis
Mamaroneck High School 2003 — 2007
Margaret Sweeney's UBS Investment Bank Experience April 2001 - September 2006
Job Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management September 2011 - Present
UBS Wealth Management December 2009 - April 2011
UBS Investment Bank April 2001 - September 2006
UBS Investment Bank April 1992 - March 2001
Salomon Brothers May 1988 - March 1992
Education
Boston College
BA, Economics
Northern Highlands Regional High School
1984
Deutsche Asset & Wealth Management September 2011 - Present
UBS Wealth Management December 2009 - April 2011
UBS Investment Bank April 2001 - September 2006
UBS Investment Bank April 1992 - March 2001
Salomon Brothers May 1988 - March 1992
Education
Boston College
BA, Economics
Northern Highlands Regional High School
1984
Martin Fagan's UBS Investment Bank Experience June 2006 - 2011
Job Legal Asset Management
Industry Financial Services
Experience
UBS Investment Bank June 2006 - 2011
Barclays Capital June 2005 - May 2006
KBC Financial Products July 2003 - June 2005
Merrill Lynch August 2000 - June 2003
Skills
Derivatives, Prime Brokerage, Hedge Funds, Capital Markets, ISDA, Credit Derivatives, Structured Products, Equities, Series 7, Due Diligence, Equity Derivatives, Swaps, Series 63, Compliance, Equity Swaps, Dodd-Frank, Investment Banking
Education
Suffolk University Law School 1994 — 1997
JD
Boston College 1990 — 1994
BA, History
UBS Investment Bank June 2006 - 2011
Barclays Capital June 2005 - May 2006
KBC Financial Products July 2003 - June 2005
Merrill Lynch August 2000 - June 2003
Skills
Derivatives, Prime Brokerage, Hedge Funds, Capital Markets, ISDA, Credit Derivatives, Structured Products, Equities, Series 7, Due Diligence, Equity Derivatives, Swaps, Series 63, Compliance, Equity Swaps, Dodd-Frank, Investment Banking
Education
Suffolk University Law School 1994 — 1997
JD
Boston College 1990 — 1994
BA, History
Elizabeth Dean's UBS Investment Bank Experience August 2009 - Present
Job Equities Sales and Trading at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank August 2009 - Present
UBS Investment Bank June 2008 - August 2008
Skills
Equities, Trading, Hedge Funds, Bloomberg, Investments, Electronic Trading, Series 7, Financial Markets, Series 63, Mutual Funds, Options, Portfolio Management, Trading Systems
Education
Boston College 2005 — 2009
BS, Finance
UBS Investment Bank August 2009 - Present
UBS Investment Bank June 2008 - August 2008
Skills
Equities, Trading, Hedge Funds, Bloomberg, Investments, Electronic Trading, Series 7, Financial Markets, Series 63, Mutual Funds, Options, Portfolio Management, Trading Systems
Education
Boston College 2005 — 2009
BS, Finance
Carmela Kappler's UBS Investment Bank Experience May 2008 - May 2011
Job Project Management and Business Analysis
Industry Banking
Experience
UBS Financial Services February 2013 - Present
UBS Investment Bank May 2008 - May 2011
UBS Financial Services July 1997 - May 2008
Skills
Equities, Financial Services, Fixed Income, Investment Banking, Wealth Management
Education
Stevens Institute of Technology 2005 — 2007
MS, Information Systems
Boston College 1993 — 1997
BS, Finance
UBS Financial Services February 2013 - Present
UBS Investment Bank May 2008 - May 2011
UBS Financial Services July 1997 - May 2008
Skills
Equities, Financial Services, Fixed Income, Investment Banking, Wealth Management
Education
Stevens Institute of Technology 2005 — 2007
MS, Information Systems
Boston College 1993 — 1997
BS, Finance
George Killory's UBS Investment Bank Experience September 2010 - September 2011
Job Senior Global Client Administrator
Industry Financial Services
Experience
MFS Investment Management February 2012 - Present
UBS Investment Bank September 2010 - September 2011
Wexford Capital LP November 2007 - September 2010
Fidelity Investments January 2006 - November 2007
Ameriquest Mortgage March 2004 - December 2004
State Street Corporation November 2002 - March 2004
Education
Boston College 2014 — 2018
Master of Business Administration (MBA), Asset Management
Boston College 1999 — 2002
BA, Economics
Gettysburg College 1998 — 1999
Bachelors, Economics
MFS Investment Management February 2012 - Present
UBS Investment Bank September 2010 - September 2011
Wexford Capital LP November 2007 - September 2010
Fidelity Investments January 2006 - November 2007
Ameriquest Mortgage March 2004 - December 2004
State Street Corporation November 2002 - March 2004
Education
Boston College 2014 — 2018
Master of Business Administration (MBA), Asset Management
Boston College 1999 — 2002
BA, Economics
Gettysburg College 1998 — 1999
Bachelors, Economics
Alex Massimo's UBS Investment Bank Experience January 2010 - December 2012
Job Associate at NorthStar Asset Management Group Inc.
Industry Real Estate
Experience
NorthStar Asset Management Group Inc. December 2014 - Present
Morgan Stanley April 2014 - December 2014
Praesidian Capital January 2013 - March 2014
UBS Investment Bank January 2010 - December 2012
Skills
Corporate Finance, Investment Banking, Capital Markets, Financial Modeling, Valuation, Investments, Financial Analysis, Leveraged Finance, Due Diligence, Private Equity, Real Estate, LBO, Mergers & Acquisitions
Education
Boston College 2005 — 2009
Bachelor of Science (B.S.), Finance, Economics & Mathematics
NorthStar Asset Management Group Inc. December 2014 - Present
Morgan Stanley April 2014 - December 2014
Praesidian Capital January 2013 - March 2014
UBS Investment Bank January 2010 - December 2012
Skills
Corporate Finance, Investment Banking, Capital Markets, Financial Modeling, Valuation, Investments, Financial Analysis, Leveraged Finance, Due Diligence, Private Equity, Real Estate, LBO, Mergers & Acquisitions
Education
Boston College 2005 — 2009
Bachelor of Science (B.S.), Finance, Economics & Mathematics
Sophia Yen's UBS Investment Bank Experience October 2010 - March 2014
Job Head of U.S. Insurance Strategy & Operations at KPMG LLP
Industry Financial Services
Experience
UBS Investment Bank October 2010 - March 2014
Boston College Camera Mouse Project May 2009 - September 2010
Swiss Re March 2002 - April 2009
Accenture October 1999 - March 2002
Boston College January 1996 - July 1999
Melbourne City Council May 1997 - August 1997
Skills
Business Strategy, Strategy, Financial Modeling, Strategic Planning, Management Consulting, Program Management, Business Development, Process Improvement, IT Strategy, Management, Leadership, New Business Development, Mergers, Financial Analysis, Business Analysis, Business Process..., Competitive Analysis, Insurance, Finance, Investments, Portfolio Management, Budgets, Banking, Analytics, Financial Services, Risk Management, Corporate Finance, Executive Management, Due Diligence, Private Equity, Valuation, Emerging Markets, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2005 — 2007
Masters, Business Administration
Harvard Business School 2004 — 2004
Strategic Negotiations Program
Boston College 1995 — 1999
Bachelor of Science, Dual Major: Finance & Management Information Systems
UBS Investment Bank October 2010 - March 2014
Boston College Camera Mouse Project May 2009 - September 2010
Swiss Re March 2002 - April 2009
Accenture October 1999 - March 2002
Boston College January 1996 - July 1999
Melbourne City Council May 1997 - August 1997
Skills
Business Strategy, Strategy, Financial Modeling, Strategic Planning, Management Consulting, Program Management, Business Development, Process Improvement, IT Strategy, Management, Leadership, New Business Development, Mergers, Financial Analysis, Business Analysis, Business Process..., Competitive Analysis, Insurance, Finance, Investments, Portfolio Management, Budgets, Banking, Analytics, Financial Services, Risk Management, Corporate Finance, Executive Management, Due Diligence, Private Equity, Valuation, Emerging Markets, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2005 — 2007
Masters, Business Administration
Harvard Business School 2004 — 2004
Strategic Negotiations Program
Boston College 1995 — 1999
Bachelor of Science, Dual Major: Finance & Management Information Systems
Kevin Lacerda's UBS Investment Bank Experience July 2013 - Present
Job Equity Syndicate at UBS
Industry Investment Banking
Experience
UBS Investment Bank July 2013 - Present
Credit Suisse November 2010 - July 2013
Goldman Sachs January 2009 - June 2009
Education
Northeastern University 2005 — 2010
Boston College
UBS Investment Bank July 2013 - Present
Credit Suisse November 2010 - July 2013
Goldman Sachs January 2009 - June 2009
Education
Northeastern University 2005 — 2010
Boston College
Alagappan Thirunavukkarasu's UBS Investment Bank Experience December 2006 - December 2007
Job Lead Systems Engineer at OfficeMax
Industry Information Technology and Services
Experience
OfficeMax September 2012 - Present
Pepsico (EMC) December 2007 - December 2011
UBS Investment Bank December 2006 - December 2007
Amdocs March 2005 - December 2006
Citi April 2001 - January 2005
Tata Consultancy Services June 1996 - April 2001
Skills
Project Planning, Unix, Storage, Storage Area Networks, SAN, Customer Service, Disaster Recovery, Data Center, ITIL, Solaris
Education
PGDBM 2004 — 2008
Post Graduate Diploma; BS; BS; Diploma, Business Management (Marketing); IS; Information systems; Electronics and Communication
Birla Institute of Technology 1998 — 2001
MS, Information Technology
Murugappa Polytechnic 1992 — 1995
DECE, Electronics and Communication
OfficeMax September 2012 - Present
Pepsico (EMC) December 2007 - December 2011
UBS Investment Bank December 2006 - December 2007
Amdocs March 2005 - December 2006
Citi April 2001 - January 2005
Tata Consultancy Services June 1996 - April 2001
Skills
Project Planning, Unix, Storage, Storage Area Networks, SAN, Customer Service, Disaster Recovery, Data Center, ITIL, Solaris
Education
PGDBM 2004 — 2008
Post Graduate Diploma; BS; BS; Diploma, Business Management (Marketing); IS; Information systems; Electronics and Communication
Birla Institute of Technology 1998 — 2001
MS, Information Technology
Murugappa Polytechnic 1992 — 1995
DECE, Electronics and Communication
Ariel Hazzard's UBS Investment Bank Experience August 2014 - September 2015
Job Legal & Compliance at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC September 2015 - Present
UBS Investment Bank August 2014 - September 2015
Hofstra Law Clinic January 2014 - May 2014
Hofstra Law School January 2014 - May 2014
Harvard Management Company June 2013 - August 2013
Hofstra Law Clinic January 2013 - May 2013
Harvard Management Company June 2012 - August 2012
Harvard Management Company December 2010 - August 2011
Skills
Legal Research, Financial Analysis, Business Analysis, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Research, Legal Writing, Securities, Hedge Funds
Education
Hofstra University School of Law 2011 — 2014
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law, 3L
Boston College 2006 — 2010
Bachelor of Science (BSc), Finance, Marketing
Our Lady of Mercy Academy (Syosset, New York) 2002 — 2006
Apollo Global Management LLC September 2015 - Present
UBS Investment Bank August 2014 - September 2015
Hofstra Law Clinic January 2014 - May 2014
Hofstra Law School January 2014 - May 2014
Harvard Management Company June 2013 - August 2013
Hofstra Law Clinic January 2013 - May 2013
Harvard Management Company June 2012 - August 2012
Harvard Management Company December 2010 - August 2011
Skills
Legal Research, Financial Analysis, Business Analysis, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Research, Legal Writing, Securities, Hedge Funds
Education
Hofstra University School of Law 2011 — 2014
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law, 3L
Boston College 2006 — 2010
Bachelor of Science (BSc), Finance, Marketing
Our Lady of Mercy Academy (Syosset, New York) 2002 — 2006
Blake Tomnitz's UBS Investment Bank Experience July 2012 - September 2013
Job Analyst at KKR
Industry Financial Services
Experience
KKR September 2013 - February 2015
UBS Investment Bank July 2012 - September 2013
UBS Investment Bank June 2011 - August 2011
UBS Investment Bank May 2010 - August 2010
Southwest Securities June 2009 - August 2009
DR Horton June 2007 - August 2008
Education
Boston College 2008 — 2012
Wallace E. Carroll School of Management, BS - Business Management and Leadership
University of Geneva 2010 — 2011
International Relations
KKR September 2013 - February 2015
UBS Investment Bank July 2012 - September 2013
UBS Investment Bank June 2011 - August 2011
UBS Investment Bank May 2010 - August 2010
Southwest Securities June 2009 - August 2009
DR Horton June 2007 - August 2008
Education
Boston College 2008 — 2012
Wallace E. Carroll School of Management, BS - Business Management and Leadership
University of Geneva 2010 — 2011
International Relations
Christopher Fernando's UBS Investment Bank Experience July 2007 - November 2012
Job Director at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas January 2013 - Present
UBS Investment Bank July 2007 - November 2012
Barclays Capital January 2005 - July 2007
Skills
Capital Markets
Education
Boston College 2000 — 2004
BS, Finance
St. Peter's Prep 1996 — 2000
BNP Paribas January 2013 - Present
UBS Investment Bank July 2007 - November 2012
Barclays Capital January 2005 - July 2007
Skills
Capital Markets
Education
Boston College 2000 — 2004
BS, Finance
St. Peter's Prep 1996 — 2000
Venkata Bulusu's UBS Investment Bank Experience June 2012 - February 2013
Job Assistant Vice President at Deutsche Bank
Industry Information Technology and Services
Experience
Deutsche Bank August 2015 - Present
Deutsche Bank October 2014 - August 2015
Bank of America Merrill Lynch February 2013 - October 2014
UBS Investment Bank June 2012 - February 2013
Credit Suisse September 2009 - June 2012
Infosys October 2004 - November 2007
Skills
Investment Banking, Valuation, Financial Modeling, Unix Shell Scripting, Business Analysis, Fixed Income, Capital Markets, Corporate Finance, Derivatives, VBA, Equity Research, Portfolio Management, Bloomberg, Equity Derivatives, Equities
Education
NJIT 2008 — 2009
Masters, Engineering Management
BITS Pilani 2000 — 2004
Bachelors, Engineering
Deutsche Bank August 2015 - Present
Deutsche Bank October 2014 - August 2015
Bank of America Merrill Lynch February 2013 - October 2014
UBS Investment Bank June 2012 - February 2013
Credit Suisse September 2009 - June 2012
Infosys October 2004 - November 2007
Skills
Investment Banking, Valuation, Financial Modeling, Unix Shell Scripting, Business Analysis, Fixed Income, Capital Markets, Corporate Finance, Derivatives, VBA, Equity Research, Portfolio Management, Bloomberg, Equity Derivatives, Equities
Education
NJIT 2008 — 2009
Masters, Engineering Management
BITS Pilani 2000 — 2004
Bachelors, Engineering
Michael Giaquinto's UBS Investment Bank Experience 1999 - 2002
Job Managing Director at Greenhill & Co.
Industry Investment Banking
Experience
Greenhill & Co. 2008 - Present
Citi 2002 - 2008
UBS Investment Bank 1999 - 2002
Skills
Mergers & Acquisitions, Due Diligence, Private Equity, Venture Capital, Valuation, Business Strategy, Start-ups, Strategy, Financial Modeling, Investment Banking
Education
Kellogg Graduate School of Management 1991 — 1992
Master of Business Administration (M.B.A.), Finance
Boston College 1985 — 1989
Bachelor of Science (BS), Accounting
Greenhill & Co. 2008 - Present
Citi 2002 - 2008
UBS Investment Bank 1999 - 2002
Skills
Mergers & Acquisitions, Due Diligence, Private Equity, Venture Capital, Valuation, Business Strategy, Start-ups, Strategy, Financial Modeling, Investment Banking
Education
Kellogg Graduate School of Management 1991 — 1992
Master of Business Administration (M.B.A.), Finance
Boston College 1985 — 1989
Bachelor of Science (BS), Accounting
scott lipkin's UBS Investment Bank Experience 1992 - 2010
Job Private Investor
Industry Financial Services
Experience
UBS Financial Services November 2011 - March 2014
UBS Investment Bank 1992 - 2010
Altman Brenner Wasserman 1987 - 1990
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance
Binghamton University - School of Management 1977 — 1981
BS, Management
UBS Financial Services November 2011 - March 2014
UBS Investment Bank 1992 - 2010
Altman Brenner Wasserman 1987 - 1990
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance
Binghamton University - School of Management 1977 — 1981
BS, Management
Matthew Murillo's UBS Investment Bank Experience January 2012 - April 2012
Job Managing Member at Pando Capital
Industry Investment Management
Experience
Pando Capital January 2014 - Present
GLC Advisors & Co., LLC June 2012 - October 2012
UBS Investment Bank January 2012 - April 2012
Bank of America Merrill Lynch June 2011 - August 2011
Community Preservation Corporation May 2009 - August 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Investment Banking, Asset Managment, Private Equity, Equity Valuation, Capital Markets, Equities, Bloomberg, Microsoft Excel, Capital IQ, Bloomberg Terminal, High Yield
Education
Binghamton University - School of Management 2008 — 2012
Bachelor's degree, Accounting and Finance
Pando Capital January 2014 - Present
GLC Advisors & Co., LLC June 2012 - October 2012
UBS Investment Bank January 2012 - April 2012
Bank of America Merrill Lynch June 2011 - August 2011
Community Preservation Corporation May 2009 - August 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Investment Banking, Asset Managment, Private Equity, Equity Valuation, Capital Markets, Equities, Bloomberg, Microsoft Excel, Capital IQ, Bloomberg Terminal, High Yield
Education
Binghamton University - School of Management 2008 — 2012
Bachelor's degree, Accounting and Finance
Tack Kim's UBS Investment Bank Experience January 2011 - August 2013
Job CPA Experienced Banking & Capital Markets Professional
Industry Financial Services
Experience
JPMorgan Chase August 2013 - Present
UBS Investment Bank January 2011 - August 2013
PricewaterhouseCoopers November 2008 - December 2010
Marcum & Kliegman LLP September 2006 - September 2008
Skills
Auditing, Financial Accounting, SEC filings, GAAP, US GAAP, Sarbanes-Oxley, Internal Controls, Sarbanes-Oxley Act, Financial Statements, Financial Reporting, Financial Audits, Capital Markets, CPA, Prime Brokerage, Fixed Income, Broker-Dealer, Financial Risk, Risk Assessment, Process Control, Operational Risk
Education
Binghamton University - School of Management 2002 — 2006
Bachelor of Science, Accounting
JPMorgan Chase August 2013 - Present
UBS Investment Bank January 2011 - August 2013
PricewaterhouseCoopers November 2008 - December 2010
Marcum & Kliegman LLP September 2006 - September 2008
Skills
Auditing, Financial Accounting, SEC filings, GAAP, US GAAP, Sarbanes-Oxley, Internal Controls, Sarbanes-Oxley Act, Financial Statements, Financial Reporting, Financial Audits, Capital Markets, CPA, Prime Brokerage, Fixed Income, Broker-Dealer, Financial Risk, Risk Assessment, Process Control, Operational Risk
Education
Binghamton University - School of Management 2002 — 2006
Bachelor of Science, Accounting
Gale McCauley's UBS Investment Bank Experience May 2013 - Present
Job Administrative Assistant at UBS Securities LLC
Industry Investment Banking
Experience
UBS Securities, LLC May 2013 - Present
UBS Investment Bank May 2013 - Present
UBS 2007 - Present
UBS Securities LLC June 2006 - Present
UBS Investment Bank June 2006 - May 2013
U.S. Trust Company January 1999 - January 2006
Kidder Peabody, Inc March 1994 - August 1994
Education
Borough of Manhattan Community College
Business Management
UBS Securities, LLC May 2013 - Present
UBS Investment Bank May 2013 - Present
UBS 2007 - Present
UBS Securities LLC June 2006 - Present
UBS Investment Bank June 2006 - May 2013
U.S. Trust Company January 1999 - January 2006
Kidder Peabody, Inc March 1994 - August 1994
Education
Borough of Manhattan Community College
Business Management
Jennifer Zablotny's UBS Investment Bank Experience June 2009 - August 2009
Job Senior Category Manager, AllModern at Wayfair
Industry Management Consulting
Experience
Wayfair August 2014 - Present
L.E.K. Consulting April 2014 - July 2014
Inspire, Inc. - Non-Profit Consulting for Non-Profits May 2013 - May 2014
L.E.K. Consulting January 2013 - March 2014
L.E.K. Consulting April 2012 - December 2012
L.E.K. Consulting September 2010 - March 2012
UBS Investment Bank June 2009 - August 2009
Skills
Management Consulting, Strategy, Strategic Consulting, Retail, Business Strategy, Market Research, Due Diligence, Start-ups, Entrepreneurship, Competitive Analysis, Project Management, Strategy Development, Financial Modeling
Education
Boston College 2006 — 2010
Bachelor of Applied Science (BASc) and Bachelor of Arts (BA), Finance, Marketing, Theology
Wayfair August 2014 - Present
L.E.K. Consulting April 2014 - July 2014
Inspire, Inc. - Non-Profit Consulting for Non-Profits May 2013 - May 2014
L.E.K. Consulting January 2013 - March 2014
L.E.K. Consulting April 2012 - December 2012
L.E.K. Consulting September 2010 - March 2012
UBS Investment Bank June 2009 - August 2009
Skills
Management Consulting, Strategy, Strategic Consulting, Retail, Business Strategy, Market Research, Due Diligence, Start-ups, Entrepreneurship, Competitive Analysis, Project Management, Strategy Development, Financial Modeling
Education
Boston College 2006 — 2010
Bachelor of Applied Science (BASc) and Bachelor of Arts (BA), Finance, Marketing, Theology
Chad Hersch's UBS Investment Bank Experience Director- Loan TradingCredit Suisse1998 - 2004
Job Executive Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank Director- Loan TradingCredit Suisse1998 - 2004
Skills
Fixed Income, Equities, Investment Banking
Education
Binghamton University - School of Management 1993 — 1999
UBS Investment Bank Director- Loan TradingCredit Suisse1998 - 2004
Skills
Fixed Income, Equities, Investment Banking
Education
Binghamton University - School of Management 1993 — 1999
Graham Schweitz's UBS Investment Bank Experience July 2010 - October 2012
Job Accountant
Industry Plastics
Experience
PREMOLD CORP. February 2015 - Present
Barclays November 2012 - January 2015
UBS Investment Bank July 2010 - October 2012
UBS Investment Bank June 2009 - August 2009
M&I Bank June 2008 - August 2008
Francis Investment Counsel LLC June 2007 - August 2007
Skills
Equities, Product Control, Bloomberg, Valuation, Financial Modeling, Financial Analysis, Investment Banking, Risk Management, LBO, Corporate Finance, Private Equity, Data Analysis, Trading Systems, Microsoft Excel, Business Strategy
Education
Boston College 2006 — 2010
Bachelor of Science, Finance
PREMOLD CORP. February 2015 - Present
Barclays November 2012 - January 2015
UBS Investment Bank July 2010 - October 2012
UBS Investment Bank June 2009 - August 2009
M&I Bank June 2008 - August 2008
Francis Investment Counsel LLC June 2007 - August 2007
Skills
Equities, Product Control, Bloomberg, Valuation, Financial Modeling, Financial Analysis, Investment Banking, Risk Management, LBO, Corporate Finance, Private Equity, Data Analysis, Trading Systems, Microsoft Excel, Business Strategy
Education
Boston College 2006 — 2010
Bachelor of Science, Finance
jayme casey's UBS Investment Bank Experience 2003 - 2009
Job SalesTrader at Weeden & Co.
Industry Financial Services
Experience
Weeden & Co. April 2009 - Present
UBS Investment Bank 2003 - 2009
Morgan Stanley 1995 - 2003
Skills
Equity Trading, Bloomberg, Trading, Hedge Funds, Options, ETFs, Derivatives, FINRA, Equity Derivatives, Securities, Capital Markets, Financial Markets, Fixed Income, Prime Brokerage, Investment Banking, Series 7, 63, 55, 3, 9,...
Education
Boston College 1989 — 1993
Kennebunk High School
Weeden & Co. April 2009 - Present
UBS Investment Bank 2003 - 2009
Morgan Stanley 1995 - 2003
Skills
Equity Trading, Bloomberg, Trading, Hedge Funds, Options, ETFs, Derivatives, FINRA, Equity Derivatives, Securities, Capital Markets, Financial Markets, Fixed Income, Prime Brokerage, Investment Banking, Series 7, 63, 55, 3, 9,...
Education
Boston College 1989 — 1993
Kennebunk High School
brian hardiman's UBS Investment Bank Experience November 2004 - April 2009
Job Managing Director, Sales Trading at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company Managing Director, Sales TradingJefferies & CompanyApril 2009 - Present
UBS Investment Bank November 2004 - April 2009
Schwab Sounview Capital Markets January 2003 - November 2004
SoundView Technology Group April 2002 - January 2003
Roberston Stephens September 2000 - April 2002
Gemini Investors September 1998 - September 2000
Coopers & Lybrand September 1995 - September 1998
Education
Boston College 1991 — 1995
Bachelor's Degree, Finance, General
Jefferies & Company Managing Director, Sales TradingJefferies & CompanyApril 2009 - Present
UBS Investment Bank November 2004 - April 2009
Schwab Sounview Capital Markets January 2003 - November 2004
SoundView Technology Group April 2002 - January 2003
Roberston Stephens September 2000 - April 2002
Gemini Investors September 1998 - September 2000
Coopers & Lybrand September 1995 - September 1998
Education
Boston College 1991 — 1995
Bachelor's Degree, Finance, General
Casim GOMEZ's UBS Investment Bank Experience August 2006 - May 2009
Job Supervisor of Accounts at Essex County Council
Industry Government Administration
Experience
Essex County Council June 2010 - Present
UBS Investment Bank August 2006 - May 2009
Fidelity Investments September 1999 - October 2006
Horizon Blue Cross Blue Shield of New Jersey 1995 - 1999
Skills
Policy, Compliance, Accounting, Local Government, Customer Relations, Government Liaison, Problem Solving, Customer Service, Funding, Coaching
Education
Bloomfield College 1994 — 1995
Bachelor of Arts, Psychology
SHAKIL'S SCHOOL OF MARTIAL ARTS, NEWARK NJ
Essex County Council June 2010 - Present
UBS Investment Bank August 2006 - May 2009
Fidelity Investments September 1999 - October 2006
Horizon Blue Cross Blue Shield of New Jersey 1995 - 1999
Skills
Policy, Compliance, Accounting, Local Government, Customer Relations, Government Liaison, Problem Solving, Customer Service, Funding, Coaching
Education
Bloomfield College 1994 — 1995
Bachelor of Arts, Psychology
SHAKIL'S SCHOOL OF MARTIAL ARTS, NEWARK NJ
Nick Pricco's UBS Investment Bank Experience June 2012 - August 2012
Job Research Assistant at Massachusetts General Hospital
Industry Medical Practice
Experience
Massachusetts General Hospital March 2015 - Present
Moelis & Company July 2013 - June 2014
UBS Investment Bank June 2012 - August 2012
Boston College May 2011 - August 2011
Ryland Homes May 2010 - September 2010
Skills
Oracle SQL, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Data Analysis
Education
Harvard Extension School 2014 — 2016
Pre-Medicine/Pre-Medical Studies
Boston College 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
Massachusetts General Hospital March 2015 - Present
Moelis & Company July 2013 - June 2014
UBS Investment Bank June 2012 - August 2012
Boston College May 2011 - August 2011
Ryland Homes May 2010 - September 2010
Skills
Oracle SQL, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Data Analysis
Education
Harvard Extension School 2014 — 2016
Pre-Medicine/Pre-Medical Studies
Boston College 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
Dionisio Small's UBS Investment Bank Experience June 1989 - May 2008
Job Operations Analyst
Industry Investment Banking
Experience
UBS Investment Bank June 1989 - May 2008
UBS Wealth Management 1989 - 2008
UBS Wealth Management 1989 - 2008
Skills
Investment Banking, Equities, Derivatives, Fixed Income, Capital Markets, Equity Derivatives, Trading, Swaps, Valuation, Bonds, Trading Systems, Corporate Finance, Securities, Securities Lending, Treasury, Bloomberg, Hedge Funds, Portfolio Management
Education
Borough of Manhattan Community College 1989 — 1993
Business Management
George W. Wingate HS 1984 — 1987
Business
UBS Investment Bank June 1989 - May 2008
UBS Wealth Management 1989 - 2008
UBS Wealth Management 1989 - 2008
Skills
Investment Banking, Equities, Derivatives, Fixed Income, Capital Markets, Equity Derivatives, Trading, Swaps, Valuation, Bonds, Trading Systems, Corporate Finance, Securities, Securities Lending, Treasury, Bloomberg, Hedge Funds, Portfolio Management
Education
Borough of Manhattan Community College 1989 — 1993
Business Management
George W. Wingate HS 1984 — 1987
Business
Owen Kwon's UBS Investment Bank Experience January 2014 - April 2014
Job Intern at UBS Investment Bank
Industry
Experience
UBS Investment Bank January 2014 - April 2014
Center for Free Enterprise July 2013 - July 2013
Education
Northwestern University 2013 — 2015
Major in Economics, Minor in Physics, Bachelor of Arts (BA)
Boston College 2011 — 2013
Economics, Bachelor of Arts (BA)
BTA
UBS Investment Bank January 2014 - April 2014
Center for Free Enterprise July 2013 - July 2013
Education
Northwestern University 2013 — 2015
Major in Economics, Minor in Physics, Bachelor of Arts (BA)
Boston College 2011 — 2013
Economics, Bachelor of Arts (BA)
BTA
Greg Chellgren's UBS Investment Bank Experience June 2008 - March 2011
Job Analyst at Paragon Associates
Industry Investment Management
Experience
Paragon Associates March 2011 - Present
UBS Investment Bank June 2008 - March 2011
Education
Boston College 2004 — 2008
Economics
Paragon Associates March 2011 - Present
UBS Investment Bank June 2008 - March 2011
Education
Boston College 2004 — 2008
Economics
Heather Miner's UBS Investment Bank Experience July 2000 - May 2003
Job Managing Director at Goldman Sachs
Industry Investment Banking
Experience
Sanctuary for Families June 2010 - Present
Goldman Sachs May 2003 - Present
UBS Investment Bank July 2000 - May 2003
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
Master of Business Administration (MBA)
Boston College 1996 — 2000
Bachelor of Science (BS), Finance, General
Sanctuary for Families June 2010 - Present
Goldman Sachs May 2003 - Present
UBS Investment Bank July 2000 - May 2003
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
Master of Business Administration (MBA)
Boston College 1996 — 2000
Bachelor of Science (BS), Finance, General