UBS Investment Bank
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UBS Investment Bank Employees
Employee
Years
Job
Industry
Chris Woltz Chris Woltz's UBS Investment Bank Experience July 2013 - October 2014
Job Associate at RUBICON technology partners
Industry Financial Services
Experience
RUBICON technology partners October 2014 - Present
UBS Investment Bank July 2013 - October 2014
Deloitte 2012 - 2013
Chapel Hill High School 2011 - 2012
Skills
Research, Higher Education, Microsoft Office, PowerPoint, Statistics, Data Analysis, Stata
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2012
Master of Arts (M.A.), Accounting
University of North Carolina at Chapel Hill 2008 — 2011
Bachelor of Arts (B.A.), Economics
RUBICON technology partners October 2014 - Present
UBS Investment Bank July 2013 - October 2014
Deloitte 2012 - 2013
Chapel Hill High School 2011 - 2012
Skills
Research, Higher Education, Microsoft Office, PowerPoint, Statistics, Data Analysis, Stata
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2012
Master of Arts (M.A.), Accounting
University of North Carolina at Chapel Hill 2008 — 2011
Bachelor of Arts (B.A.), Economics
Salvatore Gentile Salvatore Gentile's UBS Investment Bank Experience 2006 - 2008
Job Commodities Operations
Industry Oil & Energy
Experience
Freepoint Commodities December 2013 - Present
Societe Generale Energy Corp February 2011 - May 2012
Sempra Energy Trading LLC May 2008 - February 2011
Sempra Energy Trading May 2008 - January 2011
RBS Sempra Commodities 2008 - January 2011
UBS AG September 2006 - May 2008
UBS Investment Bank 2006 - 2008
BNP Paribas January 2004 - September 2006
BNP Paribas 2003 - 2006
Goldman, Sachs & Company October 1992 - August 2002
Skills
Commodity, Derivatives, Commodity Markets, Swaps, Financial Risk, Options, Risk Management, ISDA, Middle Office, Argentine Tango, Due Diligence, Voice Over, Energy Markets, Financial Services, Credit
Education
University of Minnesota-Twin Cities 1982 — 1987
BA, Economics
University of Minnesota
B.A, Economics
Freepoint Commodities December 2013 - Present
Societe Generale Energy Corp February 2011 - May 2012
Sempra Energy Trading LLC May 2008 - February 2011
Sempra Energy Trading May 2008 - January 2011
RBS Sempra Commodities 2008 - January 2011
UBS AG September 2006 - May 2008
UBS Investment Bank 2006 - 2008
BNP Paribas January 2004 - September 2006
BNP Paribas 2003 - 2006
Goldman, Sachs & Company October 1992 - August 2002
Skills
Commodity, Derivatives, Commodity Markets, Swaps, Financial Risk, Options, Risk Management, ISDA, Middle Office, Argentine Tango, Due Diligence, Voice Over, Energy Markets, Financial Services, Credit
Education
University of Minnesota-Twin Cities 1982 — 1987
BA, Economics
University of Minnesota
B.A, Economics
Traci Sym Traci Sym's UBS Investment Bank Experience 1999 - 2004
Job Creative Director / Experience Design Director at Skylab Architecture
Industry Design
Experience
Skylab Architecture April 2015 - Present
Second Story Interactive Studios May 2014 - April 2015
Second Story Interactive Studios June 2011 - April 2014
The Berndt Group February 2010 - June 2011
United States Holocaust Memorial Museum November 2004 - March 2010
UBS Investment Bank 1999 - 2004
Skills
User Experience, User Interface Design, Content Strategy, Adobe Creative Suite, Interaction Design, Information Architecture, Multimedia, Experience Design, User Experience Design, User-centered Design, Concept Development, Web Design, Interactive Media, Creative Direction, Digital Strategy, Art Direction, Typography
Education
University of North Carolina at Wilmington 1993 — 1997
BA, Theatre Arts & Literature
Royal Academy of Dramatic Art
Skylab Architecture April 2015 - Present
Second Story Interactive Studios May 2014 - April 2015
Second Story Interactive Studios June 2011 - April 2014
The Berndt Group February 2010 - June 2011
United States Holocaust Memorial Museum November 2004 - March 2010
UBS Investment Bank 1999 - 2004
Skills
User Experience, User Interface Design, Content Strategy, Adobe Creative Suite, Interaction Design, Information Architecture, Multimedia, Experience Design, User Experience Design, User-centered Design, Concept Development, Web Design, Interactive Media, Creative Direction, Digital Strategy, Art Direction, Typography
Education
University of North Carolina at Wilmington 1993 — 1997
BA, Theatre Arts & Literature
Royal Academy of Dramatic Art
Jason Wood Jason Wood's UBS Investment Bank Experience 2001 - 2003
Job Director, Private Equity Investments
Industry Venture Capital & Private Equity
Experience
Zurich Alternative Asset Management May 2012 - Present
Parish Capital Advisors April 2009 - May 2012
Merrill Lynch June 2007 - April 2009
Royal Bank of Scotland 2003 - 2005
UBS Investment Bank 2001 - 2003
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1997 — 2001
BBA, Finance
Zurich Alternative Asset Management May 2012 - Present
Parish Capital Advisors April 2009 - May 2012
Merrill Lynch June 2007 - April 2009
Royal Bank of Scotland 2003 - 2005
UBS Investment Bank 2001 - 2003
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1997 — 2001
BBA, Finance
Chris Spanel Chris Spanel's UBS Investment Bank Experience October 2012 - October 2012
Job Investment Banking Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2014 - Present
Big Red Investment Club January 2012 - May 2014
CFA Institute February 2014 - February 2014
Credit Suisse June 2013 - August 2013
Arbor Day Foundation August 2012 - April 2013
U.S. Naval Academy Leadership Conference January 2013 - January 2013
UBS Investment Bank October 2012 - October 2012
University of Nebraska-Lincoln May 2011 - July 2012
Skills
Finance, Financial Analysis, Writing, Creative Writing, Research, Market Research, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Recruiting, Analysis, Management
Education
University of Nebraska-Lincoln 2010 — 2014
Bachelor of Science in Business Administration (B.S.B.A), Major: Finance (Investments Option) Minor: English, Graduated with Highest Distinction, Cumulative GPA: 3.911
Credit Suisse July 2014 - Present
Big Red Investment Club January 2012 - May 2014
CFA Institute February 2014 - February 2014
Credit Suisse June 2013 - August 2013
Arbor Day Foundation August 2012 - April 2013
U.S. Naval Academy Leadership Conference January 2013 - January 2013
UBS Investment Bank October 2012 - October 2012
University of Nebraska-Lincoln May 2011 - July 2012
Skills
Finance, Financial Analysis, Writing, Creative Writing, Research, Market Research, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Recruiting, Analysis, Management
Education
University of Nebraska-Lincoln 2010 — 2014
Bachelor of Science in Business Administration (B.S.B.A), Major: Finance (Investments Option) Minor: English, Graduated with Highest Distinction, Cumulative GPA: 3.911
Tanvi Dudhela Tanvi Dudhela's UBS Investment Bank Experience July 2010 - December 2012
Job Corporate Finance at Nest Labs
Industry Consumer Electronics
Experience
Nest Labs April 2014 - Present
Rogers Venture Partners January 2013 - April 2014
UBS Investment Bank July 2010 - December 2012
UBS Investment Bank June 2009 - August 2009
Cisco Systems June 2008 - August 2008
Skills
Valuation, Investment Banking, Financial Modeling, Equities, Private Equity, Capital Markets, Corporate Finance, Mergers & Acquisitions, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Finance
Nest Labs April 2014 - Present
Rogers Venture Partners January 2013 - April 2014
UBS Investment Bank July 2010 - December 2012
UBS Investment Bank June 2009 - August 2009
Cisco Systems June 2008 - August 2008
Skills
Valuation, Investment Banking, Financial Modeling, Equities, Private Equity, Capital Markets, Corporate Finance, Mergers & Acquisitions, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Finance
Sebastian Pariath Sebastian Pariath's UBS Investment Bank Experience August 1996 - May 2000
Job Chief Operations Officer at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services January 2013 - Present
Manulife Financial January 2012 - January 2013
Manulife Life Insurance, Japan May 2005 - December 2011
Aoba and Prudential Financial June 2000 - May 2005
UBS Investment Bank August 1996 - May 2000
Skills
IT Strategy, Vendor Management, Insurance, Management, Life Insurance, Fixed Annuities, Strategy, Project Management, IT Management, Outsourcing, Risk Management, Leadership, Mutual Funds, Service Delivery, Business Analysis, Process Improvement, Business Process..., Financial Services
Education
University of Mumbai 1990 — 1993
Bachelor of Engineering (B.E Hons)
St. Xavier's 1989 — 1990
Diploma in Radio Engineering
John Hancock Financial Services January 2013 - Present
Manulife Financial January 2012 - January 2013
Manulife Life Insurance, Japan May 2005 - December 2011
Aoba and Prudential Financial June 2000 - May 2005
UBS Investment Bank August 1996 - May 2000
Skills
IT Strategy, Vendor Management, Insurance, Management, Life Insurance, Fixed Annuities, Strategy, Project Management, IT Management, Outsourcing, Risk Management, Leadership, Mutual Funds, Service Delivery, Business Analysis, Process Improvement, Business Process..., Financial Services
Education
University of Mumbai 1990 — 1993
Bachelor of Engineering (B.E Hons)
St. Xavier's 1989 — 1990
Diploma in Radio Engineering
Lucy Zhao Lucy Zhao's UBS Investment Bank Experience July 2013 - August 2013
Job Business Analyst at McKinsey & Company
Industry Management Consulting
Experience
University of Michigan January 2012 - May 2015
Google May 2014 - August 2014
MPowered Entrepreneurship April 2013 - April 2014
UBS Investment Bank July 2013 - August 2013
MPowered Entrepreneurship December 2011 - July 2013
Skills
Pitching, Public Speaking, Creative Writing, Fine Art, Team Building, Entrepreneurship, Blogging, Fundraising, Start-ups, Marketing, Strategy, Market Research, Time Management, Teaching, Analysis, Leadership, PowerPoint, Data Analysis, Microsoft Excel, Microsoft Word, Research, Microsoft Office
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
BBA + BA in English, Creative Writing
Northville High School 2007 — 2011
High School Diploma
University of Michigan January 2012 - May 2015
Google May 2014 - August 2014
MPowered Entrepreneurship April 2013 - April 2014
UBS Investment Bank July 2013 - August 2013
MPowered Entrepreneurship December 2011 - July 2013
Skills
Pitching, Public Speaking, Creative Writing, Fine Art, Team Building, Entrepreneurship, Blogging, Fundraising, Start-ups, Marketing, Strategy, Market Research, Time Management, Teaching, Analysis, Leadership, PowerPoint, Data Analysis, Microsoft Excel, Microsoft Word, Research, Microsoft Office
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
BBA + BA in English, Creative Writing
Northville High School 2007 — 2011
High School Diploma
Margaret Darlow Margaret Darlow's UBS Investment Bank Experience July 2011 - Present
Job Product Marketing Strategist, Global Equity Derivatives
Industry Investment Banking
Experience
UBS Investment Bank July 2011 - Present
UBS 2005 - March 2010
UBS Financial Services January 2003 - June 2005
PaineWebber 1998 - 2003
PaineWebber 1991 - 1998
Skills
FINRA, Series 7, Financial Services, Bloomberg, Derivatives, Equities, Fixed Income, Investment Banking, Product Management, Project Management, Securities, Strategy, CRM, Capital Markets, Trading, Management, Marketing
Education
University of Missouri-Kansas City
Bachelor of Arts
New York School of Finance
Certification, Technical Analysis
UBS Investment Bank July 2011 - Present
UBS 2005 - March 2010
UBS Financial Services January 2003 - June 2005
PaineWebber 1998 - 2003
PaineWebber 1991 - 1998
Skills
FINRA, Series 7, Financial Services, Bloomberg, Derivatives, Equities, Fixed Income, Investment Banking, Product Management, Project Management, Securities, Strategy, CRM, Capital Markets, Trading, Management, Marketing
Education
University of Missouri-Kansas City
Bachelor of Arts
New York School of Finance
Certification, Technical Analysis
Sundeep Gera Sundeep Gera's UBS Investment Bank Experience February 2010 - June 2011
Job Senior Associate at LUMA Partners LLC
Industry Investment Banking
Experience
LUMA Partners LLC February 2015 - Present
Portico Capital July 2014 - January 2015
Portico Capital January 2012 - June 2014
Portico Capital August 2011 - December 2011
UBS Investment Bank February 2010 - June 2011
Arvon Advisors June 2009 - February 2010
Davis Capital July 2008 - June 2009
Bear Stearns 2007 - 2007
Skills
Private Equity, Valuation, Financial Analysis, Mergers, Investment Banking, Financial Modeling, Restructuring, Equities, Fixed Income, LBO, Capital Markets, Hedge Funds, Venture Capital, Corporate Finance, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
BBA, Finance, Accounting
Bronx High School of Science 2000 — 2004
LUMA Partners LLC February 2015 - Present
Portico Capital July 2014 - January 2015
Portico Capital January 2012 - June 2014
Portico Capital August 2011 - December 2011
UBS Investment Bank February 2010 - June 2011
Arvon Advisors June 2009 - February 2010
Davis Capital July 2008 - June 2009
Bear Stearns 2007 - 2007
Skills
Private Equity, Valuation, Financial Analysis, Mergers, Investment Banking, Financial Modeling, Restructuring, Equities, Fixed Income, LBO, Capital Markets, Hedge Funds, Venture Capital, Corporate Finance, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
BBA, Finance, Accounting
Bronx High School of Science 2000 — 2004
Sarah Xie Sarah Xie's UBS Investment Bank Experience June 2015 - August 2015
Job Student at the University of North Carolina at Chapel Hill
Industry Financial Services
Experience
The Kenan-Flagler Private Equity Fund November 2014 - Present
UBS Investment Bank June 2015 - August 2015
Ewing Schleeter Harris Fund September 2013 - May 2015
JumpStart UGrad Diversity Forum August 2014 - August 2014
Atlas Diligence, LLC June 2014 - August 2014
UBS May 2014 - May 2014
5-hour ENERGY August 2013 - May 2014
ARAMARK May 2013 - August 2013
UConnection January 2013 - July 2013
AIESEC January 2013 - May 2013
Skills
Public Speaking, Microsoft Excel, PowerPoint, Marketing, Social Media, Mandarin, Customer Service, Community Outreach, Event Management, Microsoft Office, Microsoft Word, Advertising, Event Planning, Facebook, Social Networking, Private Equity, Due Diligence
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor of Business Administration (BBA),, Business and Economics
William G. Enloe High School 2008 — 2012
3.9 Unweighted, 5.5 Weighted
The Kenan-Flagler Private Equity Fund November 2014 - Present
UBS Investment Bank June 2015 - August 2015
Ewing Schleeter Harris Fund September 2013 - May 2015
JumpStart UGrad Diversity Forum August 2014 - August 2014
Atlas Diligence, LLC June 2014 - August 2014
UBS May 2014 - May 2014
5-hour ENERGY August 2013 - May 2014
ARAMARK May 2013 - August 2013
UConnection January 2013 - July 2013
AIESEC January 2013 - May 2013
Skills
Public Speaking, Microsoft Excel, PowerPoint, Marketing, Social Media, Mandarin, Customer Service, Community Outreach, Event Management, Microsoft Office, Microsoft Word, Advertising, Event Planning, Facebook, Social Networking, Private Equity, Due Diligence
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor of Business Administration (BBA),, Business and Economics
William G. Enloe High School 2008 — 2012
3.9 Unweighted, 5.5 Weighted
Edwar Luengas's UBS Investment Bank Experience June 2007 - August 2007
Job Senior Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP November 2013 - Present
Morningstar June 2010 - August 2011
World Trade Center Chicago June 2009 - August 2009
UBS Investment Bank June 2007 - August 2007
Skills
Access, Financial Analysis
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (BBA), Accountancy
Grant Thornton LLP November 2013 - Present
Morningstar June 2010 - August 2011
World Trade Center Chicago June 2009 - August 2009
UBS Investment Bank June 2007 - August 2007
Skills
Access, Financial Analysis
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (BBA), Accountancy
Brad Zelinger's UBS Investment Bank Experience June 2011 - August 2011
Job Private Equity Associate at Madison Dearborn Partners, LLC
Industry Financial Services
Experience
Madison Dearborn Partners, LLC July 2014 - Present
Moelis & Company June 2012 - June 2014
UBS Investment Bank June 2011 - August 2011
Intrinsic Edge Hedge Fund May 2010 - July 2010
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
DHS
Madison Dearborn Partners, LLC July 2014 - Present
Moelis & Company June 2012 - June 2014
UBS Investment Bank June 2011 - August 2011
Intrinsic Edge Hedge Fund May 2010 - July 2010
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
DHS
Shawn Pelc Shawn Pelc's UBS Investment Bank Experience May 2005 - May 2009
Job Vice President at GE Capital
Industry Investment Banking
Experience
GE Capital August 2011 - Present
JP Morgan June 2009 - June 2011
UBS Investment Bank May 2005 - May 2009
Northern Trust April 2003 - May 2005
Education
University of Michigan 1999 — 2003
Bachelors, Economics
GE Capital August 2011 - Present
JP Morgan June 2009 - June 2011
UBS Investment Bank May 2005 - May 2009
Northern Trust April 2003 - May 2005
Education
University of Michigan 1999 — 2003
Bachelors, Economics
Saurabh Rastogi Saurabh Rastogi's UBS Investment Bank Experience October 2007 - November 2008
Job Manager, Technology (Practice: Commodities) at Sapient
Industry Information Technology and Services
Experience
Sapient March 2012 - Present
Headstrong June 2011 - February 2012
OpenLink Financial November 2008 - May 2011
UBS Investment Bank October 2007 - November 2008
Triple Point Technology June 2005 - October 2007
CN Technologies July 2003 - May 2005
Skills
Fixed Income, Equity Derivatives, Equities, Investment Banking, Financial Risk, Energy, Natural Gas, Petroleum, Logistics, Gas, Requirements Gathering, Trading, Business Process, Software Development, Unix
Education
University of Mumbai 1999 — 2003
Engineering
Sapient March 2012 - Present
Headstrong June 2011 - February 2012
OpenLink Financial November 2008 - May 2011
UBS Investment Bank October 2007 - November 2008
Triple Point Technology June 2005 - October 2007
CN Technologies July 2003 - May 2005
Skills
Fixed Income, Equity Derivatives, Equities, Investment Banking, Financial Risk, Energy, Natural Gas, Petroleum, Logistics, Gas, Requirements Gathering, Trading, Business Process, Software Development, Unix
Education
University of Mumbai 1999 — 2003
Engineering
Karl Liebenauer's UBS Investment Bank Experience July 2008 - June 2011
Job Assistant Vice President at Antares Capital
Industry Financial Services
Experience
Antares Capital July 2014 - Present
Primus Capital Funds August 2011 - July 2014
UBS Investment Bank July 2008 - June 2011
UBS Investment Bank June 2007 - August 2007
Forest City Enterprises, Inc. May 2006 - August 2006
Education
University of Notre Dame 2004 — 2008
BBA, Finance
University of Notre Dame - Mendoza College of Business 2004 — 2008
Bachelor of Business Administration, Finance
Antares Capital July 2014 - Present
Primus Capital Funds August 2011 - July 2014
UBS Investment Bank July 2008 - June 2011
UBS Investment Bank June 2007 - August 2007
Forest City Enterprises, Inc. May 2006 - August 2006
Education
University of Notre Dame 2004 — 2008
BBA, Finance
University of Notre Dame - Mendoza College of Business 2004 — 2008
Bachelor of Business Administration, Finance
Samuel Albert's UBS Investment Bank Experience June 2015 - August 2015
Job Student at University of North Carolina at Chapel Hill
Industry Investment Banking
Experience
UBS Investment Bank June 2015 - August 2015
Kenan-Flagler STAR Program January 2015 - April 2015
Pool Professionals of the Carolinas July 2014 - September 2014
UNC Finance Society Portfolio Management Team September 2013 - August 2014
Dunkin Donuts/Baskin Robbins May 2013 - August 2013
Pool Professionals of the Carolinas May 2013 - August 2013
Dunkin Donuts/Baskin Robbins September 2011 - August 2012
Skills
Microsoft Powerpoint, Microsoft Excel, Microsoft Word
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2016
Business Administration (Emphasis in Finance and Consulting), Second Major in Political Science
UBS Investment Bank June 2015 - August 2015
Kenan-Flagler STAR Program January 2015 - April 2015
Pool Professionals of the Carolinas July 2014 - September 2014
UNC Finance Society Portfolio Management Team September 2013 - August 2014
Dunkin Donuts/Baskin Robbins May 2013 - August 2013
Pool Professionals of the Carolinas May 2013 - August 2013
Dunkin Donuts/Baskin Robbins September 2011 - August 2012
Skills
Microsoft Powerpoint, Microsoft Excel, Microsoft Word
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2016
Business Administration (Emphasis in Finance and Consulting), Second Major in Political Science
Jack Gillen's UBS Investment Bank Experience June 2015 - August 2015
Job Incoming Sales and Trading Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank June 2015 - August 2015
U.S. Department of the Treasury August 2014 - December 2014
Morgan Stanley May 2013 - August 2013
Pulte Group, Inc. May 2012 - August 2012
Education
University of Notre Dame 2012 — 2016
Bachelor of Arts, Economics, History
UBS Investment Bank June 2015 - August 2015
U.S. Department of the Treasury August 2014 - December 2014
Morgan Stanley May 2013 - August 2013
Pulte Group, Inc. May 2012 - August 2012
Education
University of Notre Dame 2012 — 2016
Bachelor of Arts, Economics, History
Tyler Goldberg Tyler Goldberg's UBS Investment Bank Experience August 2014 - Present
Job Rates Analyst at UBS
Industry Investment Banking
Experience
UBS Investment Bank August 2014 - Present
Bank of America Merrill Lynch May 2013 - August 2013
S&P Dow Jones Indices May 2012 - August 2012
Standard & Poor's May 2011 - August 2011
Education
University of Michigan 2010 — 2014
Gerald R. Ford School of Public Policy
Horace Greeley High School
UBS Investment Bank August 2014 - Present
Bank of America Merrill Lynch May 2013 - August 2013
S&P Dow Jones Indices May 2012 - August 2012
Standard & Poor's May 2011 - August 2011
Education
University of Michigan 2010 — 2014
Gerald R. Ford School of Public Policy
Horace Greeley High School
Zachary Lyman Zachary Lyman's UBS Investment Bank Experience June 2013 - August 2013
Job Incoming Analyst at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank June 2015 - Present
Barclays Investment Bank June 2014 - August 2014
UBS Investment Bank June 2013 - August 2013
View Entertainment June 2012 - August 2012
Jefferies & Company May 2012 - June 2012
Future Business Leaders of America January 2007 - January 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, Public Speaking, Social Media, Access, Accounting, Photoshop, Windows, Outlook, C
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
University of Michigan College of Literature
Science and the Arts/ Ross Pre-Admit; Liberal Arts curriculum
Barclays Investment Bank June 2015 - Present
Barclays Investment Bank June 2014 - August 2014
UBS Investment Bank June 2013 - August 2013
View Entertainment June 2012 - August 2012
Jefferies & Company May 2012 - June 2012
Future Business Leaders of America January 2007 - January 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, Public Speaking, Social Media, Access, Accounting, Photoshop, Windows, Outlook, C
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
University of Michigan College of Literature
Science and the Arts/ Ross Pre-Admit; Liberal Arts curriculum
Dan Picmann's UBS Investment Bank Experience June 2012 - August 2012
Job Senior Associate at Post Advisory Group
Industry Investment Management
Experience
Post Advisory Group August 2014 - Present
J.P. Morgan July 2013 - July 2014
Alvarez & Marsal March 2013 - June 2013
University of Michigan Ross School of Business September 2011 - February 2013
UBS Investment Bank June 2012 - August 2012
Bank of America Merrill Lynch January 2009 - June 2011
Bank of America September 2008 - January 2009
Bank of America June 2007 - August 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Investment Banking, Banking, Private Equity, Due Diligence, Risk Management, Credit Analysis, Commercial Banking, Credit Risk
Education
University of Michigan Business School 2011 — 2013
MBA
Western Michigan University - Haworth College of Business 2002 — 2006
Undergraduate, Finance, Accountancy
Post Advisory Group August 2014 - Present
J.P. Morgan July 2013 - July 2014
Alvarez & Marsal March 2013 - June 2013
University of Michigan Ross School of Business September 2011 - February 2013
UBS Investment Bank June 2012 - August 2012
Bank of America Merrill Lynch January 2009 - June 2011
Bank of America September 2008 - January 2009
Bank of America June 2007 - August 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Investment Banking, Banking, Private Equity, Due Diligence, Risk Management, Credit Analysis, Commercial Banking, Credit Risk
Education
University of Michigan Business School 2011 — 2013
MBA
Western Michigan University - Haworth College of Business 2002 — 2006
Undergraduate, Finance, Accountancy
Chelsea Pratt's UBS Investment Bank Experience May 2015 - August 2015
Job Tutor Academic Services for Student Athletes at University of Notre Dame
Industry Financial Services
Experience
University of Notre Dame August 2015 - Present
UBS Investment Bank May 2015 - August 2015
University of Notre Dame January 2015 - May 2015
BBDO August 2014 - December 2014
Bank of America Merrill Lynch May 2014 - August 2014
EMC May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Access, Salesforce Training, Social Media, Leadership, Blogging, Fundraising, Program Management, Management, Recruiting, Advertising, Finance, Financial Analysis, Salesforce.com, Market Research, Access, PowerPoint, Public Speaking, Customer Service
Education
University of Notre Dame 2012 — 2016
Bachelor of Business Administration, Finance, Poverty Studies
University of Notre Dame, London 2014 — 2014
Saint Theodore Guerin Catholic High School 2008 — 2012
University of Notre Dame August 2015 - Present
UBS Investment Bank May 2015 - August 2015
University of Notre Dame January 2015 - May 2015
BBDO August 2014 - December 2014
Bank of America Merrill Lynch May 2014 - August 2014
EMC May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Access, Salesforce Training, Social Media, Leadership, Blogging, Fundraising, Program Management, Management, Recruiting, Advertising, Finance, Financial Analysis, Salesforce.com, Market Research, Access, PowerPoint, Public Speaking, Customer Service
Education
University of Notre Dame 2012 — 2016
Bachelor of Business Administration, Finance, Poverty Studies
University of Notre Dame, London 2014 — 2014
Saint Theodore Guerin Catholic High School 2008 — 2012
Michael Niegsch Michael Niegsch's UBS Investment Bank Experience June 2006 - December 2006
Job Vice President at Comvest Partners
Industry Venture Capital & Private Equity
Experience
Haggen, Inc. December 2014 - Present
DiscountMugs January 2014 - Present
Comvest Partners March 2010 - Present
FastMed March 2014 - June 2015
Morgan Joseph & Co. Inc. February 2007 - September 2009
UBS Investment Bank June 2006 - December 2006
Skills
Private Equity, Mergers & Acquisitions, LBO, Leveraged Finance, Structured Finance, Financial Modeling, Valuation, Corporate Development, Special Situations, Due Diligence, Investment Banking, M&A experience, Buyouts, Finance, Carve-outs, Operational Turnaround, Debt Restructuring, Distressed Debt, Restructuring, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Finance and Corporate Strategy, 3.9/4.0
Haggen, Inc. December 2014 - Present
DiscountMugs January 2014 - Present
Comvest Partners March 2010 - Present
FastMed March 2014 - June 2015
Morgan Joseph & Co. Inc. February 2007 - September 2009
UBS Investment Bank June 2006 - December 2006
Skills
Private Equity, Mergers & Acquisitions, LBO, Leveraged Finance, Structured Finance, Financial Modeling, Valuation, Corporate Development, Special Situations, Due Diligence, Investment Banking, M&A experience, Buyouts, Finance, Carve-outs, Operational Turnaround, Debt Restructuring, Distressed Debt, Restructuring, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Finance and Corporate Strategy, 3.9/4.0
David Mofford's UBS Investment Bank Experience February 2015 - Present
Job UBS Equity Derivatives
Industry Financial Services
Experience
UBS Investment Bank February 2015 - Present
UBS Investment Bank April 2013 - February 2015
Kerburn Rose September 2012 - November 2012
Atkins Investment Group August 2011 - May 2012
JonesTrading September 2010 - June 2011
Lloyds Banking Group June 2010 - August 2010
Lloyds TSB Corporate Markets June 2008 - August 2008
Saatchi and Saatchi May 2008 - May 2008
NexGen Financial June 2007 - August 2007
Skills
Bloomberg Terminal, Excel, PowerPoint, Microsoft Word, Bloomberg, Valuation, Financial Modeling, Investments, Financial Analysis, Microsoft Office, Derivatives, Financial Statement..., Management, Equities, Equity Research, Hedge Funds
Education
University of New Hampshire 2008 — 2012
Bachelor of Science, Finance
UBS Investment Bank February 2015 - Present
UBS Investment Bank April 2013 - February 2015
Kerburn Rose September 2012 - November 2012
Atkins Investment Group August 2011 - May 2012
JonesTrading September 2010 - June 2011
Lloyds Banking Group June 2010 - August 2010
Lloyds TSB Corporate Markets June 2008 - August 2008
Saatchi and Saatchi May 2008 - May 2008
NexGen Financial June 2007 - August 2007
Skills
Bloomberg Terminal, Excel, PowerPoint, Microsoft Word, Bloomberg, Valuation, Financial Modeling, Investments, Financial Analysis, Microsoft Office, Derivatives, Financial Statement..., Management, Equities, Equity Research, Hedge Funds
Education
University of New Hampshire 2008 — 2012
Bachelor of Science, Finance
Christopher Angell's UBS Investment Bank Experience August 2011 - August 2013
Job Trade Support at Jane Street
Industry Information Technology and Services
Experience
Jane Street August 2013 - Present
UBS Investment Bank August 2011 - August 2013
Sharp Sports Partners July 2005 - April 2009
Pi Yee Press June 2003 - June 2006
Various Internet Service Providers 1998 - 2003
MC Networking March 1999 - June 2001
Skills
Perl Programming, Systems Administration, Electronic Trading..., SQL, Linux, RedHat, FreeBSD, OpenBSD, Solaris, ION Marketview, Winfits, Sybase Adaptive Server, Oracle SQL, System Monitoring, Apache HTTPD, SSH/SFTP, POP3/IMAP, Sendmail/SMTP, FTP, TCP/IP Networking, Packet Filtering, Spam Filtering, Data Cabling, HTML + CSS, Managing..., NetApp Filers, US Treasuries, Credit Trading Platforms, Omgeo CTM and Oasys..., Tibco EMS, Microsoft Office, Customer Service, Windows 7 and XP, Project Management, Apache, Python, Gmail, Google Apps, Shell Scripting, UNIX Command Line, Java (novice), DNS, Firewalls, Systems Support, Software Release..., System Administration, Perl, Program Management, OCaml, Trading Systems
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
MBA, Business Leadership
University of Nevada-Las Vegas 2002 — 2006
Bachelor of Science, Information Systems and Business Administration
Jane Street August 2013 - Present
UBS Investment Bank August 2011 - August 2013
Sharp Sports Partners July 2005 - April 2009
Pi Yee Press June 2003 - June 2006
Various Internet Service Providers 1998 - 2003
MC Networking March 1999 - June 2001
Skills
Perl Programming, Systems Administration, Electronic Trading..., SQL, Linux, RedHat, FreeBSD, OpenBSD, Solaris, ION Marketview, Winfits, Sybase Adaptive Server, Oracle SQL, System Monitoring, Apache HTTPD, SSH/SFTP, POP3/IMAP, Sendmail/SMTP, FTP, TCP/IP Networking, Packet Filtering, Spam Filtering, Data Cabling, HTML + CSS, Managing..., NetApp Filers, US Treasuries, Credit Trading Platforms, Omgeo CTM and Oasys..., Tibco EMS, Microsoft Office, Customer Service, Windows 7 and XP, Project Management, Apache, Python, Gmail, Google Apps, Shell Scripting, UNIX Command Line, Java (novice), DNS, Firewalls, Systems Support, Software Release..., System Administration, Perl, Program Management, OCaml, Trading Systems
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
MBA, Business Leadership
University of Nevada-Las Vegas 2002 — 2006
Bachelor of Science, Information Systems and Business Administration
Siri Pulapa's UBS Investment Bank Experience September 2014 - Present
Job .Net Developer & QA Tester
Industry Computer Software
Experience
UBS Investment Bank September 2014 - Present
AVCO Consulting Inc August 2007 - Present
Bank of Tokyo-Mitsubishi UFJ January 2013 - July 2014
Celgene January 2011 - December 2012
Citizens Bank February 2010 - December 2010
TD April 2009 - February 2010
Wolters Kluwer Financial Services April 2008 - March 2009
International Data Group (IDG) October 2007 - March 2008
Skills
Quality Assurance, .NET, Quality Center, SDLC, Agile Methodologies, QTP, Microsoft SQL Server, PL/SQL, Test Planning, Test Automation, Web Services, Software Quality..., XML, C#, ASP.NET, Manual Testing, Test Management, Defect Tracking, User Acceptance Testing, VB.NET, System Testing, JavaScript, ETL, Testing, SQL, Weblogic, Business Intelligence, HTML, jQuery, Databases, AJAX, HP Quality Center
Education
University of New Haven 2006 — 2007
Master of Science (M.S.), Electrical Engineering
UBS Investment Bank September 2014 - Present
AVCO Consulting Inc August 2007 - Present
Bank of Tokyo-Mitsubishi UFJ January 2013 - July 2014
Celgene January 2011 - December 2012
Citizens Bank February 2010 - December 2010
TD April 2009 - February 2010
Wolters Kluwer Financial Services April 2008 - March 2009
International Data Group (IDG) October 2007 - March 2008
Skills
Quality Assurance, .NET, Quality Center, SDLC, Agile Methodologies, QTP, Microsoft SQL Server, PL/SQL, Test Planning, Test Automation, Web Services, Software Quality..., XML, C#, ASP.NET, Manual Testing, Test Management, Defect Tracking, User Acceptance Testing, VB.NET, System Testing, JavaScript, ETL, Testing, SQL, Weblogic, Business Intelligence, HTML, jQuery, Databases, AJAX, HP Quality Center
Education
University of New Haven 2006 — 2007
Master of Science (M.S.), Electrical Engineering
Tatiana Melamed Tatiana Melamed's UBS Investment Bank Experience July 2014 - Present
Job Debt Capital Markets Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank July 2014 - Present
UBS Investment Bank June 2013 - August 2013
UBS Investment Bank June 2012 - August 2012
Kaye Scholer LLP July 2010 - August 2011
El Museo del Barrio June 2011 - July 2011
Video Chat Network May 2011 - July 2011
Milber Makris Plousadis & Seiden LLP July 2010 - July 2011
Skills
Investment Banking, Capital Markets, Research, Business Development, Marketing, Editing, Blogging, Microsoft Excel, Equities, Sales, Peer Leadership, Financial Modeling, Corporate Finance, Time Management, Finance, Financial Analysis, Project Management, Event Management
Education
University of Michigan 2010 — 2014
BBA, Finance, History
Edgemont High School 2006 — 2010
UBS Investment Bank July 2014 - Present
UBS Investment Bank June 2013 - August 2013
UBS Investment Bank June 2012 - August 2012
Kaye Scholer LLP July 2010 - August 2011
El Museo del Barrio June 2011 - July 2011
Video Chat Network May 2011 - July 2011
Milber Makris Plousadis & Seiden LLP July 2010 - July 2011
Skills
Investment Banking, Capital Markets, Research, Business Development, Marketing, Editing, Blogging, Microsoft Excel, Equities, Sales, Peer Leadership, Financial Modeling, Corporate Finance, Time Management, Finance, Financial Analysis, Project Management, Event Management
Education
University of Michigan 2010 — 2014
BBA, Finance, History
Edgemont High School 2006 — 2010
Andrew Zeilbeck's UBS Investment Bank Experience August 2012 - August 2013
Job Financial Analyst at Allstate Insurance North Central Regional Office
Industry Financial Services
Experience
Allstate February 2014 - Present
UBS Investment Bank August 2012 - August 2013
University of Michigan Ross School of Business October 2009 - July 2011
UBS Wealth Management 2011 - 2011
J. Mark Systems May 2010 - August 2010
Lambda Chi Alpha Fraternity January 2010 - April 2010
Skills
Analytics, Investment Banking, VBA, Equities, Microsoft Excel, Analysis, Data Analysis, Investments, Commercial Awareness, Client Facing Skills, Middle Office, Communication, Team Leadership, Financial Markets, Risk Management
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Allstate February 2014 - Present
UBS Investment Bank August 2012 - August 2013
University of Michigan Ross School of Business October 2009 - July 2011
UBS Wealth Management 2011 - 2011
J. Mark Systems May 2010 - August 2010
Lambda Chi Alpha Fraternity January 2010 - April 2010
Skills
Analytics, Investment Banking, VBA, Equities, Microsoft Excel, Analysis, Data Analysis, Investments, Commercial Awareness, Client Facing Skills, Middle Office, Communication, Team Leadership, Financial Markets, Risk Management
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Dain Haukos's UBS Investment Bank Experience July 2010 - April 2013
Job Research Analyst at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray April 2013 - Present
UBS Investment Bank July 2010 - April 2013
GE Fleet Services May 2008 - August 2008
GE Fleet Services May 2007 - August 2007
Skills
Equity Derivatives, Futures Trading, ETFs, Microsoft Excel -..., Equities, Options, Hedge Funds, Finance, Bloomberg, Financial Markets, Investment Banking, Financial Modeling, Financial Analysis, Valuation, Derivatives, Investments, Microsoft Excel, FactSet
Education
University of Minnesota - Carlson School of Management 2006 — 2010
Bachelor's degree, Finance, General
Piper Jaffray April 2013 - Present
UBS Investment Bank July 2010 - April 2013
GE Fleet Services May 2008 - August 2008
GE Fleet Services May 2007 - August 2007
Skills
Equity Derivatives, Futures Trading, ETFs, Microsoft Excel -..., Equities, Options, Hedge Funds, Finance, Bloomberg, Financial Markets, Investment Banking, Financial Modeling, Financial Analysis, Valuation, Derivatives, Investments, Microsoft Excel, FactSet
Education
University of Minnesota - Carlson School of Management 2006 — 2010
Bachelor's degree, Finance, General
Paul Landau Paul Landau's UBS Investment Bank Experience November 1992 - May 2010
Job Client Master Program Manager
Industry Banking
Experience
Bank of the West November 2014 - Present
Barclays Capital May 2010 - October 2014
UBS Investment Bank November 1992 - May 2010
Napoli & Associates January 1991 - October 1992
Pacific Stock Exchange January 1990 - January 1991
Skills
IT Strategy, Enterprise Architecture, Integration, CRM, Program Management, Change Management, Project Management, Enterprise Software, Analysis, Investment Banking, XML, Capital Markets, Derivatives, Business Analysis, Architectures, Securities, Trading, Master Data Management, Data Analysis, SDLC, Risk Management, Trading Systems, Requirements Gathering, Software Project..., Requirements Analysis, Vendor Management, Business Intelligence, Solution Architecture, IT Management, Data Warehousing, Business Process, Data Modeling, Information Technology, Strategy, Application Architecture, SQL, Business Process..., Agile Project Management, Databases, AML, Back Office, Agile Methodologies, Project Delivery, Database Design, Software Development, Sybase
Education
University of Michigan 1985 — 1989
B.A., Economics, History, Political Science
Bank of the West November 2014 - Present
Barclays Capital May 2010 - October 2014
UBS Investment Bank November 1992 - May 2010
Napoli & Associates January 1991 - October 1992
Pacific Stock Exchange January 1990 - January 1991
Skills
IT Strategy, Enterprise Architecture, Integration, CRM, Program Management, Change Management, Project Management, Enterprise Software, Analysis, Investment Banking, XML, Capital Markets, Derivatives, Business Analysis, Architectures, Securities, Trading, Master Data Management, Data Analysis, SDLC, Risk Management, Trading Systems, Requirements Gathering, Software Project..., Requirements Analysis, Vendor Management, Business Intelligence, Solution Architecture, IT Management, Data Warehousing, Business Process, Data Modeling, Information Technology, Strategy, Application Architecture, SQL, Business Process..., Agile Project Management, Databases, AML, Back Office, Agile Methodologies, Project Delivery, Database Design, Software Development, Sybase
Education
University of Michigan 1985 — 1989
B.A., Economics, History, Political Science
Nicole Andersen Nicole Andersen's UBS Investment Bank Experience November 2006 - February 2008
Job Assistant at Castine Capital Management, LLC
Industry Financial Services
Experience
Castine Capital Management, LLC February 2008 - August 2011
UBS Investment Bank November 2006 - February 2008
Education
University of New Hampshire 2002 — 2006
BS, Family Studies
Thayer Academy 1999 — 2002
Castine Capital Management, LLC February 2008 - August 2011
UBS Investment Bank November 2006 - February 2008
Education
University of New Hampshire 2002 — 2006
BS, Family Studies
Thayer Academy 1999 — 2002
Andrew Rosenblum Andrew Rosenblum's UBS Investment Bank Experience June 2010 - September 2010
Job Investment Analyst at Matrix Capital Management
Industry Investment Management
Experience
Matrix Capital Management Company, L.P. January 2014 - Present
Matrix Capital Management March 2011 - December 2013
Goldman Sachs January 2011 - March 2011
UBS Investment Bank June 2010 - September 2010
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Finance & Accounting
Horace Greeley High School 2002 — 2006
Matrix Capital Management Company, L.P. January 2014 - Present
Matrix Capital Management March 2011 - December 2013
Goldman Sachs January 2011 - March 2011
UBS Investment Bank June 2010 - September 2010
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Finance & Accounting
Horace Greeley High School 2002 — 2006
Brianna Bai's UBS Investment Bank Experience June 2015 - August 2015
Job Summer Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank June 2015 - August 2015
Bronto Software September 2014 - November 2014
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD-LUFAX June 2014 - August 2014
China Construction Bank (Asia) Corporation Ltd. July 2013 - August 2013
Fuanda Fund Management Company May 2013 - June 2013
Skills
Equity Derivatives, Equity Structuring, Emerging Markets, Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, Statistics, Financial Markets, Corporate Finance, Financial Accounting, Actuarial Science, Java, Matlab
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Bachelor's Degree, Consulting and Finance
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor's Degree, B.S. Mathematical Decision Science
UBS Investment Bank June 2015 - August 2015
Bronto Software September 2014 - November 2014
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD-LUFAX June 2014 - August 2014
China Construction Bank (Asia) Corporation Ltd. July 2013 - August 2013
Fuanda Fund Management Company May 2013 - June 2013
Skills
Equity Derivatives, Equity Structuring, Emerging Markets, Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, Statistics, Financial Markets, Corporate Finance, Financial Accounting, Actuarial Science, Java, Matlab
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Bachelor's Degree, Consulting and Finance
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor's Degree, B.S. Mathematical Decision Science
Kristina Regan Kristina Regan's UBS Investment Bank Experience July 1997 - November 1997
Job Senior Corporate Bond Analyst at CreditSights
Industry Financial Services
Experience
CreditSights March 2015 - Present
Taylor, Cottrill LLC Investment Advisors January 2013 - February 2015
CreditSights April 2004 - December 2012
Hutchens Investment Management April 2000 - March 2004
Deutsche Bank March 1998 - March 2000
UBS Investment Bank July 1997 - November 1997
Skills
Investments, Fixed Income, Equity Research, Portfolio Management, Asset Allocation
Education
University of New Hampshire 1993 — 1997
BA, International Affairs and German
Northwood High School 1992 — 1993
CreditSights March 2015 - Present
Taylor, Cottrill LLC Investment Advisors January 2013 - February 2015
CreditSights April 2004 - December 2012
Hutchens Investment Management April 2000 - March 2004
Deutsche Bank March 1998 - March 2000
UBS Investment Bank July 1997 - November 1997
Skills
Investments, Fixed Income, Equity Research, Portfolio Management, Asset Allocation
Education
University of New Hampshire 1993 — 1997
BA, International Affairs and German
Northwood High School 1992 — 1993
Bill Singh, CFA's UBS Investment Bank Experience May 2007 - September 2007
Job Director of Planning & Analysis at Genting Americas Inc.
Industry Hospitality
Experience
Genting Americas Inc. June 2015 - Present
Genting New York April 2013 - June 2015
Grand Sierra Resort July 2008 - April 2013
UBS Investment Bank May 2007 - September 2007
Skills
Research, Equity Research, Financial Modeling, VBA, SQL, SQL Server, Financial Analysis, Forecasting, CFA, CFA Charterholder, Leadership, Chartered Financial..., Cash Flow, Team Management, Budgets, Analysis, Business Intelligence, Corporate Finance, Strategic Financial..., Project Planning, Analytics, Business Analysis, Financial Risk, Training, Finance, Portfolio Management, Financial Reporting, Microsoft SQL Server, Process Improvement, Asset Management, Strategy, Investments, Accounting, Valuation, Casino, Marketing, Data Analysis, Due Diligence, Financial Forecasting, Managerial Finance
Education
University of Nevada-Reno 2004 — 2007
With High Distinction - BSBA, Finance, Accounting
Genting Americas Inc. June 2015 - Present
Genting New York April 2013 - June 2015
Grand Sierra Resort July 2008 - April 2013
UBS Investment Bank May 2007 - September 2007
Skills
Research, Equity Research, Financial Modeling, VBA, SQL, SQL Server, Financial Analysis, Forecasting, CFA, CFA Charterholder, Leadership, Chartered Financial..., Cash Flow, Team Management, Budgets, Analysis, Business Intelligence, Corporate Finance, Strategic Financial..., Project Planning, Analytics, Business Analysis, Financial Risk, Training, Finance, Portfolio Management, Financial Reporting, Microsoft SQL Server, Process Improvement, Asset Management, Strategy, Investments, Accounting, Valuation, Casino, Marketing, Data Analysis, Due Diligence, Financial Forecasting, Managerial Finance
Education
University of Nevada-Reno 2004 — 2007
With High Distinction - BSBA, Finance, Accounting
Arthur Chow Arthur Chow's UBS Investment Bank Experience July 2011 - March 2013
Job Associate at Frontenac Company
Industry Venture Capital & Private Equity
Experience
Frontenac Company April 2013 - Present
UBS Investment Bank July 2011 - March 2013
UBS Investment Bank June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Investment Banking, Valuation, Financial Modeling, LBO, Corporate Finance, DCF, Financial Analysis, Equity Valuation, Special Situations, Due Diligence, Industry Research, Deal Execution, Sell Side, M&A experience, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Finance and Accounting
Homewood-Flossmoor High School 2003 — 2007
Frontenac Company April 2013 - Present
UBS Investment Bank July 2011 - March 2013
UBS Investment Bank June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Investment Banking, Valuation, Financial Modeling, LBO, Corporate Finance, DCF, Financial Analysis, Equity Valuation, Special Situations, Due Diligence, Industry Research, Deal Execution, Sell Side, M&A experience, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Finance and Accounting
Homewood-Flossmoor High School 2003 — 2007
Sudhir Shetty Sudhir Shetty's UBS Investment Bank Experience March 2004 - June 2007
Job Technology Professional Capital Markets
Industry Financial Services
Experience
Bank of America July 2013 - Present
JPMorgan Chase September 2011 - June 2013
ITG July 2007 - April 2011
UBS Investment Bank March 2004 - June 2007
Infosys January 2003 - February 2004
Skills
SQL, Market Data, Agile Methodologies, Unix, Equities, Test Automation, Business Analysis, Test Management, User Acceptance Testing, Testing, Performance Testing, Test Planning, Quality Assurance, Regression Testing, Requirements Analysis, Management, Software Project...
Education
University of Mumbai
Bachelor of Engineering, Electronics and Telecommunication.
Bank of America July 2013 - Present
JPMorgan Chase September 2011 - June 2013
ITG July 2007 - April 2011
UBS Investment Bank March 2004 - June 2007
Infosys January 2003 - February 2004
Skills
SQL, Market Data, Agile Methodologies, Unix, Equities, Test Automation, Business Analysis, Test Management, User Acceptance Testing, Testing, Performance Testing, Test Planning, Quality Assurance, Regression Testing, Requirements Analysis, Management, Software Project...
Education
University of Mumbai
Bachelor of Engineering, Electronics and Telecommunication.
Neal Pancholi Neal Pancholi's UBS Investment Bank Experience June 2006 - June 2008
Job Business Development, Mobile Apps Partnerships at Google
Industry Internet
Experience
Google May 2013 - Present
Herban Quality Eats February 2015 - Present
Pipsnacks January 2014 - Present
Kohort May 2012 - August 2012
Google April 2010 - July 2011
FPR Partners August 2008 - November 2009
UBS Investment Bank June 2006 - June 2008
UBS Investment Bank May 2005 - August 2005
Kraft Foods Group May 2004 - August 2004
Skills
Financial Modeling, Corporate Development, Entrepreneurship, Strategic Partnerships, Mobile Technology, Venture Capital, Business Development, Analytics, Private Equity, Strategy, Competitive Analysis, Marketing, Start-ups, Finance, Investments, Business Strategy
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Management, Entrepreneurship, Director's List, Honors
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Finance, Accounting, Corproate Strategy, William J. Branstrom Prize Recipient
Phillips Exeter Academy 2000 — 2002
High School Degree
Google May 2013 - Present
Herban Quality Eats February 2015 - Present
Pipsnacks January 2014 - Present
Kohort May 2012 - August 2012
Google April 2010 - July 2011
FPR Partners August 2008 - November 2009
UBS Investment Bank June 2006 - June 2008
UBS Investment Bank May 2005 - August 2005
Kraft Foods Group May 2004 - August 2004
Skills
Financial Modeling, Corporate Development, Entrepreneurship, Strategic Partnerships, Mobile Technology, Venture Capital, Business Development, Analytics, Private Equity, Strategy, Competitive Analysis, Marketing, Start-ups, Finance, Investments, Business Strategy
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Management, Entrepreneurship, Director's List, Honors
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Finance, Accounting, Corproate Strategy, William J. Branstrom Prize Recipient
Phillips Exeter Academy 2000 — 2002
High School Degree
Ian Fay Ian Fay's UBS Investment Bank Experience May 2000 - August 2003
Job Strategic Advisor & Consultant
Industry Oil & Energy
Experience
Energy & Natural Resources Sectors May 2014 - Present
ZaZa Energy Corporation May 2014 - November 2014
ZaZa Energy Corporation August 2012 - May 2014
Odin Advisors LLC January 2009 - August 2012
BNP Paribas November 2007 - November 2008
RBC Capital Markets September 2003 - November 2007
UBS Investment Bank May 2000 - August 2003
Prudential Securities June 1997 - April 2000
Rothschild Inc. April 1996 - May 1997
Wheat First Butcher & Singer July 1993 - March 1996
Skills
Mergers & Acquisitions, Investment Banking, Private Equity, Strategy, Finance, Corporate Finance, Divestitures, Mergers, Due Diligence, Restructuring, Strategic Consulting, Acquisitions, Valuation, Business Strategy, Venture Capital, Business Development, Energy, Joint Ventures, Corporate Development, Investor Relations, Equities, Financial Modeling, Business Advisory, Start-ups, Corporate Advisory, International..., Private Placements, Management, Emerging Markets, LBO, Financial Structuring
Education
University of North Carolina at Chapel Hill 1989 — 1993
BA, English
R.J. Reynolds High School 1985 — 1989
High School
Energy & Natural Resources Sectors May 2014 - Present
ZaZa Energy Corporation May 2014 - November 2014
ZaZa Energy Corporation August 2012 - May 2014
Odin Advisors LLC January 2009 - August 2012
BNP Paribas November 2007 - November 2008
RBC Capital Markets September 2003 - November 2007
UBS Investment Bank May 2000 - August 2003
Prudential Securities June 1997 - April 2000
Rothschild Inc. April 1996 - May 1997
Wheat First Butcher & Singer July 1993 - March 1996
Skills
Mergers & Acquisitions, Investment Banking, Private Equity, Strategy, Finance, Corporate Finance, Divestitures, Mergers, Due Diligence, Restructuring, Strategic Consulting, Acquisitions, Valuation, Business Strategy, Venture Capital, Business Development, Energy, Joint Ventures, Corporate Development, Investor Relations, Equities, Financial Modeling, Business Advisory, Start-ups, Corporate Advisory, International..., Private Placements, Management, Emerging Markets, LBO, Financial Structuring
Education
University of North Carolina at Chapel Hill 1989 — 1993
BA, English
R.J. Reynolds High School 1985 — 1989
High School
Jawad Hasan's UBS Investment Bank Experience 2008 - 2010
Job Senior Associate at Apax Partners
Industry Financial Services
Experience
Apax Partners August 2015 - Present
Soros Fund Management 2014 - 2015
Viking Global May 2013 - August 2013
Great Hill Partners 2010 - 2012
UBS Investment Bank 2008 - 2010
Skills
LBO, Investment Banking, Private Equity, Valuation, Financial Modeling, Corporate Finance, M&A experience, Venture Capital, Due Diligence, Capital Markets, Corporate Development, Mergers & Acquisitions, Financial Analysis, Investments, Equities, Finance, Hedge Funds
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Finance
Apax Partners August 2015 - Present
Soros Fund Management 2014 - 2015
Viking Global May 2013 - August 2013
Great Hill Partners 2010 - 2012
UBS Investment Bank 2008 - 2010
Skills
LBO, Investment Banking, Private Equity, Valuation, Financial Modeling, Corporate Finance, M&A experience, Venture Capital, Due Diligence, Capital Markets, Corporate Development, Mergers & Acquisitions, Financial Analysis, Investments, Equities, Finance, Hedge Funds
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Finance
Jenny H. Li's UBS Investment Bank Experience 2012 - 2012
Job Growth @Upstart
Industry Internet
Experience
Upstart 2015 - Present
Bain & Company 2013 - 2015
UBS Investment Bank 2012 - 2012
True Ventures 2011 - 2011
Sparked 2011 - 2011
MPowered Entrepreneurship 2009 - 2011
Skills
Product Management, Data Analysis, Growth Strategies, Product Marketing, Strategy, C++, Entrepreneurship, Marketing Analytics, Financial Modeling, Operational Planning, Web Analytics, Product
Education
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (BBA), Finance and Operations
Upstart 2015 - Present
Bain & Company 2013 - 2015
UBS Investment Bank 2012 - 2012
True Ventures 2011 - 2011
Sparked 2011 - 2011
MPowered Entrepreneurship 2009 - 2011
Skills
Product Management, Data Analysis, Growth Strategies, Product Marketing, Strategy, C++, Entrepreneurship, Marketing Analytics, Financial Modeling, Operational Planning, Web Analytics, Product
Education
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (BBA), Finance and Operations
Mindy Chang Mindy Chang's UBS Investment Bank Experience January 2012 - July 2012
Job Business Analyst at Underground Elephant
Industry Financial Services
Experience
Underground Elephant March 2015 - Present
University of New South Wales February 2013 - November 2014
Deutsche Bank July 2012 - December 2012
UBS Investment Bank January 2012 - July 2012
Intuition Education Australia February 2010 - June 2011
ASX December 2010 - February 2011
Skills
Economics, Financial Modeling, Equity Derivatives, Corporate Finance, Teamwork, Financial Analysis, Microsoft Excel, Data Analysis, Research, Microsoft Office, Analysis, Valuation, Customer Service, Finance
Education
University of New South Wales 2010 — 2014
Bachelor of Commerce / Bachelor of Arts, Finance, Economics, Chinese, Japanese
Beijing Institute of Education 2013 — 2013
Chinese Intensive Program
University of North Carolina at Chapel Hill 2011 — 2011
Exchange Program
James Ruse Agricultural High School 2006 — 2009
Underground Elephant March 2015 - Present
University of New South Wales February 2013 - November 2014
Deutsche Bank July 2012 - December 2012
UBS Investment Bank January 2012 - July 2012
Intuition Education Australia February 2010 - June 2011
ASX December 2010 - February 2011
Skills
Economics, Financial Modeling, Equity Derivatives, Corporate Finance, Teamwork, Financial Analysis, Microsoft Excel, Data Analysis, Research, Microsoft Office, Analysis, Valuation, Customer Service, Finance
Education
University of New South Wales 2010 — 2014
Bachelor of Commerce / Bachelor of Arts, Finance, Economics, Chinese, Japanese
Beijing Institute of Education 2013 — 2013
Chinese Intensive Program
University of North Carolina at Chapel Hill 2011 — 2011
Exchange Program
James Ruse Agricultural High School 2006 — 2009
Darshana Tambe Darshana Tambe's UBS Investment Bank Experience July 2011 - September 2013
Job Project Manager/Data Governance Manager
Industry Financial Services
Experience
HSBC September 2013 - Present
UBS Investment Bank July 2011 - September 2013
JP Morgan Chase & Co. April 2008 - July 2011
Infosys October 2004 - April 2007
Skills
Business Analysis, Business Process..., Project Delivery, Project Management, User Acceptance Testing, Quality Assurance, Investment Banking, Requirements Analysis, Business Requirements, Data Governance, Stakeholder Management, Requirements Gathering
Education
University of Mumbai 2000 — 2004
Bachelor of Engineering (B.E.), Computer Science
HSBC September 2013 - Present
UBS Investment Bank July 2011 - September 2013
JP Morgan Chase & Co. April 2008 - July 2011
Infosys October 2004 - April 2007
Skills
Business Analysis, Business Process..., Project Delivery, Project Management, User Acceptance Testing, Quality Assurance, Investment Banking, Requirements Analysis, Business Requirements, Data Governance, Stakeholder Management, Requirements Gathering
Education
University of Mumbai 2000 — 2004
Bachelor of Engineering (B.E.), Computer Science
Bryan Choe Bryan Choe's UBS Investment Bank Experience June 2012 - August 2012
Job Associate at Moelis Capital Partners
Industry Venture Capital & Private Equity
Experience
Moelis Capital Partners July 2015 - Present
Evercore June 2013 - June 2015
UBS Investment Bank June 2012 - August 2012
Mirae Asset Global Investments Co., Ltd July 2011 - August 2011
Republic of Korea Army / 8th U.S. Army July 2008 - June 2010
Skills
Investment Banking, Mergers, Financial Modeling, Valuation, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Analysis, Research
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2013
BBA, Accounting and Finance
Moelis Capital Partners July 2015 - Present
Evercore June 2013 - June 2015
UBS Investment Bank June 2012 - August 2012
Mirae Asset Global Investments Co., Ltd July 2011 - August 2011
Republic of Korea Army / 8th U.S. Army July 2008 - June 2010
Skills
Investment Banking, Mergers, Financial Modeling, Valuation, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Analysis, Research
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2013
BBA, Accounting and Finance
Supriya Bajoria Supriya Bajoria's UBS Investment Bank Experience 2014 - Present
Job Credit Trader at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank 2014 - Present
Nomura Securities 2013 - 2014
H/2 Capital Partners 2008 - 2013
Citigroup 2006 - 2008
Goldman Sachs May 2005 - July 2005
Skills
Derivatives, Trading, Options, Bonds, Equities, Capital Markets, Portfolio Management, Hedging, Equity Derivatives, Structured Products, Investments, CDS, Swaps, Finance, High Yield, Funding
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Finance and CIS
UBS Investment Bank 2014 - Present
Nomura Securities 2013 - 2014
H/2 Capital Partners 2008 - 2013
Citigroup 2006 - 2008
Goldman Sachs May 2005 - July 2005
Skills
Derivatives, Trading, Options, Bonds, Equities, Capital Markets, Portfolio Management, Hedging, Equity Derivatives, Structured Products, Investments, CDS, Swaps, Finance, High Yield, Funding
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Finance and CIS
Mohamud Ahmed's UBS Investment Bank Experience November 2010 - March 2012
Job Oracle BI Consultant at State of Minnesota Department of Education
Industry Information Technology and Services
Experience
State of Minnesota Department of Education February 2015 - Present
Wells Fargo Advisors July 2013 - January 2015
T-Mobile April 2012 - June 2013
UBS Investment Bank November 2010 - March 2012
Blue Cross and Blue Shield June 2008 - October 2010
Blue Cross and Blue Shield January 2007 - May 2008
Skills
Business Intelligence, OBIEE, Informatica, SQL, PL/SQL, Data Warehousing, ETL, Databases, Business Analysis, Management, Dashboard, Performance Tuning, Oracle SQL Developer, ODI, OBIA, UNIX/LINUX, Report Development, DAC, BI Publisher, Requirements Gathering, KPI Reports, SDLC, Unix, Requirements Analysis, Shell Scripting, Data Migration
Education
University of Minnesota-Twin Cities 2004 — 2007
Bachelor of Science (BSc), Finance & Computer Science
State of Minnesota Department of Education February 2015 - Present
Wells Fargo Advisors July 2013 - January 2015
T-Mobile April 2012 - June 2013
UBS Investment Bank November 2010 - March 2012
Blue Cross and Blue Shield June 2008 - October 2010
Blue Cross and Blue Shield January 2007 - May 2008
Skills
Business Intelligence, OBIEE, Informatica, SQL, PL/SQL, Data Warehousing, ETL, Databases, Business Analysis, Management, Dashboard, Performance Tuning, Oracle SQL Developer, ODI, OBIA, UNIX/LINUX, Report Development, DAC, BI Publisher, Requirements Gathering, KPI Reports, SDLC, Unix, Requirements Analysis, Shell Scripting, Data Migration
Education
University of Minnesota-Twin Cities 2004 — 2007
Bachelor of Science (BSc), Finance & Computer Science
Vik Patel's UBS Investment Bank Experience June 2009 - November 2010
Job Analyst at Millennium Partners
Industry Investment Management
Experience
Millennium Partners September 2013 - Present
TrendSeeder Corp May 2011 - August 2013
Cohen & Steers November 2010 - February 2013
UBS Investment Bank June 2009 - November 2010
Bank of America July 2008 - May 2009
Bank of America June 2007 - July 2008
Skills
Entrepreneurship, Private Equity, Financial Modeling, Hedge Funds, Investment Banking, Valuation, Bloomberg, Corporate Finance, Financial Analysis, Equities, Capital Markets, Alternative Investments, Due Diligence, Venture Capital, Fixed Income, Asset Management
Education
University of Michigan 2004 — 2007
BBA, Finance, Accounting
Millennium Partners September 2013 - Present
TrendSeeder Corp May 2011 - August 2013
Cohen & Steers November 2010 - February 2013
UBS Investment Bank June 2009 - November 2010
Bank of America July 2008 - May 2009
Bank of America June 2007 - July 2008
Skills
Entrepreneurship, Private Equity, Financial Modeling, Hedge Funds, Investment Banking, Valuation, Bloomberg, Corporate Finance, Financial Analysis, Equities, Capital Markets, Alternative Investments, Due Diligence, Venture Capital, Fixed Income, Asset Management
Education
University of Michigan 2004 — 2007
BBA, Finance, Accounting
Blade Jacobson's UBS Investment Bank Experience July 2014 - July 2014
Job Analyst at Bridgepoint Merchant Banking
Industry Banking
Experience
Bridgepoint Merchant Banking February 2015 - Present
University of Nebraska Surplus Solutions December 2013 - February 2015
UBS Investment Bank July 2014 - July 2014
Windway Capital Corporation May 2014 - July 2014
Vollrath Co. and North Technology Group Enterprise Resource Planning Course June 2014 - June 2014
University of Nebraska Surplus Solutions September 2012 - December 2013
Skills
Mergers & Acquisitions, Investment Banking, Financial Modeling, Financial Analysis, Microsoft Excel, Presentation Development, Time Management, PowerPoint, Effective Communication, Business Writing, Public Speaking, Customer Service, Personal Finance, Market Research, Ebay Sales, Microsoft Word, Microsoft Office, Leadership, Management, Valuation, Finance
Education
University of Nebraska-Lincoln 2012 — 2016
Bachelor's Degree, Economics & Finance (CFA® Track), Cumulative GPA: 3.965/4.000
Thompson Falls High School 2008 — 2012
College Prep Diploma, Rigorous Core, Cumulative GPA: 4.0/4.0
Bridgepoint Merchant Banking February 2015 - Present
University of Nebraska Surplus Solutions December 2013 - February 2015
UBS Investment Bank July 2014 - July 2014
Windway Capital Corporation May 2014 - July 2014
Vollrath Co. and North Technology Group Enterprise Resource Planning Course June 2014 - June 2014
University of Nebraska Surplus Solutions September 2012 - December 2013
Skills
Mergers & Acquisitions, Investment Banking, Financial Modeling, Financial Analysis, Microsoft Excel, Presentation Development, Time Management, PowerPoint, Effective Communication, Business Writing, Public Speaking, Customer Service, Personal Finance, Market Research, Ebay Sales, Microsoft Word, Microsoft Office, Leadership, Management, Valuation, Finance
Education
University of Nebraska-Lincoln 2012 — 2016
Bachelor's Degree, Economics & Finance (CFA® Track), Cumulative GPA: 3.965/4.000
Thompson Falls High School 2008 — 2012
College Prep Diploma, Rigorous Core, Cumulative GPA: 4.0/4.0
Wade Waldock's UBS Investment Bank Experience March 1990 - December 2000
Job VP Process Management at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas April 2011 - Present
BNP Paribas Fortis September 2005 - April 2011
Bessemer Trust 2004 - 2005
Morgan Stanley January 2001 - January 2002
UBS Investment Bank March 1990 - December 2000
Skills
Equities, Capital Markets, Market Data, Trading, Risk Management, Equity Trading, Options, Fixed Income, Middle Office, Equity Derivatives, Product Control, Financial Risk, Electronic Trading, Program Trading, Product Management, Front Office Trading..., CDS, Interest Rate Swaps, Sophis, Financial Markets, Structured Finance, Order Management, International Equities, Order Management Systems, ETFs, LongView Trading, KPI implementation, Derivatives
Education
University of Notre Dame 1982 — 1984
MBA, Business
University of Notre Dame 1973 — 1978
B.Architecture, Architecture/Civil Engineering
BNP Paribas April 2011 - Present
BNP Paribas Fortis September 2005 - April 2011
Bessemer Trust 2004 - 2005
Morgan Stanley January 2001 - January 2002
UBS Investment Bank March 1990 - December 2000
Skills
Equities, Capital Markets, Market Data, Trading, Risk Management, Equity Trading, Options, Fixed Income, Middle Office, Equity Derivatives, Product Control, Financial Risk, Electronic Trading, Program Trading, Product Management, Front Office Trading..., CDS, Interest Rate Swaps, Sophis, Financial Markets, Structured Finance, Order Management, International Equities, Order Management Systems, ETFs, LongView Trading, KPI implementation, Derivatives
Education
University of Notre Dame 1982 — 1984
MBA, Business
University of Notre Dame 1973 — 1978
B.Architecture, Architecture/Civil Engineering
Frederick J. Bailey's UBS Investment Bank Experience April 1984 - April 1995
Job Managing Director at FTSE
Industry Capital Markets
Experience
FTSE January 2014 - July 2015
Citigroup January 2011 - July 2013
BNY ConvergEx February 2004 - December 2010
Ambac April 2001 - February 2004
BNY Mellon January 2000 - April 2001
Investment Performance Services, LLC February 1999 - December 1999
UBS Investment Bank April 1984 - April 1995
City of Burlington March 1982 - March 1986
Merrill Lynch January 1982 - April 1984
Skills
Series 7, Alternative Investments, Fixed Income, Equities, Hedge Funds, Series 63, Securities, Asset Managment, Investments, Capital Markets, Portfolio Management, Derivatives, Trading, Private Equity, Financial Markets, Municipal Bonds, Public Sector, Cash Management, Public Sector Financial..., Fixed Income Portfolio..., Interest Rate..., Equity Derivatives, Index Options, Options Strategies, Interest Rate Swaps, Municipal Politics, Municipal Management, Local Government, State Government, Political Campaigns, Mutual Funds, Asset Allocation, Electronic Trading, Investment Strategies, Bloomberg, Asset Management, Investment Management, Trading Systems, Investment Banking, Structured Products, Options, Financial Services, Bonds, Equity Trading, FX Options, Wealth Management, Consultants, ETFs, Emerging Markets, Finance
Education
University of New Hampshire 1975 — 1978
BA, Political Science/Economics
FTSE January 2014 - July 2015
Citigroup January 2011 - July 2013
BNY ConvergEx February 2004 - December 2010
Ambac April 2001 - February 2004
BNY Mellon January 2000 - April 2001
Investment Performance Services, LLC February 1999 - December 1999
UBS Investment Bank April 1984 - April 1995
City of Burlington March 1982 - March 1986
Merrill Lynch January 1982 - April 1984
Skills
Series 7, Alternative Investments, Fixed Income, Equities, Hedge Funds, Series 63, Securities, Asset Managment, Investments, Capital Markets, Portfolio Management, Derivatives, Trading, Private Equity, Financial Markets, Municipal Bonds, Public Sector, Cash Management, Public Sector Financial..., Fixed Income Portfolio..., Interest Rate..., Equity Derivatives, Index Options, Options Strategies, Interest Rate Swaps, Municipal Politics, Municipal Management, Local Government, State Government, Political Campaigns, Mutual Funds, Asset Allocation, Electronic Trading, Investment Strategies, Bloomberg, Asset Management, Investment Management, Trading Systems, Investment Banking, Structured Products, Options, Financial Services, Bonds, Equity Trading, FX Options, Wealth Management, Consultants, ETFs, Emerging Markets, Finance
Education
University of New Hampshire 1975 — 1978
BA, Political Science/Economics
Tom Fogarty, CFA Tom Fogarty, CFA's UBS Investment Bank Experience July 2003 - March 2005
Job Investment Analyst
Industry Investment Management
Experience
Dreman Value Management April 2012 - June 2013
Jefferies & Company October 2010 - September 2011
Silverstone Capital June 2006 - January 2010
Dreman Value Management April 2005 - June 2006
UBS Investment Bank July 2003 - March 2005
UBS Investment Bank June 2000 - June 2003
UBS Investment Bank (via Warburg Dillon Read) June 1998 - June 2000
Moody's Investors Service July 1997 - May 1998
Skills
Portfolio Management, Valuation, Equities, Hedge Funds, Industry Research, Financial Modeling, Equity Research, Value Investing, Investment Strategies, Behavioral Finance, Scenario Analysis, Analysis, Financial Statement..., Investment Decisions, Investment Management, Data-driven Decision..., Investments, Contrarian Investing, Asset Management, Competitive Analysis, Alternative Investments, Forecasting, Stock Picking, Asset Allocation, Equity Valuation, Financial Analysis, DCF, Mutual Funds, Buy-side, Credit Analysis, Capital Allocation, Writing, Presentations, Quantitative Investing, Chartered Financial..., Factset, Bloomberg, Capital IQ, Credit, Microsoft Excel
Education
University of Michigan Business School
MBA
Vassar College
BA
Dreman Value Management April 2012 - June 2013
Jefferies & Company October 2010 - September 2011
Silverstone Capital June 2006 - January 2010
Dreman Value Management April 2005 - June 2006
UBS Investment Bank July 2003 - March 2005
UBS Investment Bank June 2000 - June 2003
UBS Investment Bank (via Warburg Dillon Read) June 1998 - June 2000
Moody's Investors Service July 1997 - May 1998
Skills
Portfolio Management, Valuation, Equities, Hedge Funds, Industry Research, Financial Modeling, Equity Research, Value Investing, Investment Strategies, Behavioral Finance, Scenario Analysis, Analysis, Financial Statement..., Investment Decisions, Investment Management, Data-driven Decision..., Investments, Contrarian Investing, Asset Management, Competitive Analysis, Alternative Investments, Forecasting, Stock Picking, Asset Allocation, Equity Valuation, Financial Analysis, DCF, Mutual Funds, Buy-side, Credit Analysis, Capital Allocation, Writing, Presentations, Quantitative Investing, Chartered Financial..., Factset, Bloomberg, Capital IQ, Credit, Microsoft Excel
Education
University of Michigan Business School
MBA
Vassar College
BA
Sheryl Cottrell Sheryl Cottrell's UBS Investment Bank Experience October 2009 - May 2010
Job Global Head of Compliance, Commercial Specialty & Property at AIG
Industry Insurance
Experience
AIG November 2014 - Present
AIG Property Casualty October 2012 - November 2014
UBS Group May 2010 - November 2012
UBS Investment Bank October 2009 - May 2010
UBS Investment Bank June 2009 - March 2010
UBS Investment Bank June 2008 - June 2009
UBS Investment Bank December 2006 - June 2009
US Department of the Treasury, General Counsel's Office October 2001 - November 2006
Skills
AML, KYC, Sanction, Anti-corruption, USA PATRIOT Act, Corporate Governance, Banking, Fraud, Financial Regulation, Securities, OFAC, FCPA, Anti Money Laundering, Due diligence, Due Diligence, Competition Law, Operational Risk, Financial Institutions, Risk Management, Capital Markets, Financial Risk, Management, Enterprise Risk..., Risk Assessment, Analysis, Policy
Education
University of Michigan Law School 1988 — 1991
JD, Law
AIG November 2014 - Present
AIG Property Casualty October 2012 - November 2014
UBS Group May 2010 - November 2012
UBS Investment Bank October 2009 - May 2010
UBS Investment Bank June 2009 - March 2010
UBS Investment Bank June 2008 - June 2009
UBS Investment Bank December 2006 - June 2009
US Department of the Treasury, General Counsel's Office October 2001 - November 2006
Skills
AML, KYC, Sanction, Anti-corruption, USA PATRIOT Act, Corporate Governance, Banking, Fraud, Financial Regulation, Securities, OFAC, FCPA, Anti Money Laundering, Due diligence, Due Diligence, Competition Law, Operational Risk, Financial Institutions, Risk Management, Capital Markets, Financial Risk, Management, Enterprise Risk..., Risk Assessment, Analysis, Policy
Education
University of Michigan Law School 1988 — 1991
JD, Law
Mike Garvey's UBS Investment Bank Experience April 2008 - June 2010
Job Head of Cloud Platform Sales Strategy at Google
Industry Internet
Experience
Google October 2014 - Present
Google July 2013 - October 2014
Google July 2010 - July 2013
UBS Investment Bank April 2008 - June 2010
UBS Investment Bank August 2006 - April 2008
Skills
Financial Modeling, Valuation, Strategy, Forecasting, Investment Banking, Financial Analysis, Analytics, Capital Markets, Equities, Corporate Development, Data Analysis, Due Diligence, HTML, CSS, Python, SQL, Fixed Income, Data Visualization, Cloud Computing, SaaS, Sales Operations
Education
University of Notre Dame 2002 — 2006
BBA, Finance and Business Economics
Google October 2014 - Present
Google July 2013 - October 2014
Google July 2010 - July 2013
UBS Investment Bank April 2008 - June 2010
UBS Investment Bank August 2006 - April 2008
Skills
Financial Modeling, Valuation, Strategy, Forecasting, Investment Banking, Financial Analysis, Analytics, Capital Markets, Equities, Corporate Development, Data Analysis, Due Diligence, HTML, CSS, Python, SQL, Fixed Income, Data Visualization, Cloud Computing, SaaS, Sales Operations
Education
University of Notre Dame 2002 — 2006
BBA, Finance and Business Economics
Jon O'Connell Jon O'Connell's UBS Investment Bank Experience 2004 - 2006
Job Principal Consultant / Owner at SecZetta
Industry Information Technology and Services
Experience
SecZetta 2011 - Present
Systems Evolution, Inc. 2009 - 2011
Partners HealthCare 2006 - 2009
John Hancock 2006 - 2006
UBS Investment Bank 2004 - 2006
Omniworks Consulting, Inc. 2003 - 2004
PricewaterhouseCoopers 1999 - 2002
Skills
Information Security, Governance, Consulting, Professional Services, Business Process, Management, Identity Management, PMO, Information Technology, Leadership, IT Management, Strategy, SDLC, Cross-functional Team..., Sales, Business Development, Information Assurance, Risk Management, Business Analysis, Compliance, Identity Assurance
Education
University of North Carolina at Charlotte
BS
SecZetta 2011 - Present
Systems Evolution, Inc. 2009 - 2011
Partners HealthCare 2006 - 2009
John Hancock 2006 - 2006
UBS Investment Bank 2004 - 2006
Omniworks Consulting, Inc. 2003 - 2004
PricewaterhouseCoopers 1999 - 2002
Skills
Information Security, Governance, Consulting, Professional Services, Business Process, Management, Identity Management, PMO, Information Technology, Leadership, IT Management, Strategy, SDLC, Cross-functional Team..., Sales, Business Development, Information Assurance, Risk Management, Business Analysis, Compliance, Identity Assurance
Education
University of North Carolina at Charlotte
BS
Junichi Murahashi, CFA's UBS Investment Bank Experience September 2006 - November 2008
Job Senior Analyst, Asset Management at GWL Realty Advisors
Industry Real Estate
Experience
GWL Realty Advisors January 2015 - Present
GWL Realty Advisors May 2013 - December 2014
Tokio Marine Property Investment Management, Inc. January 2009 - August 2011
UBS Investment Bank September 2006 - November 2008
GE July 2005 - August 2006
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Valuation, Asset Management, Equities, Investments, Corporate Finance, Real Estate, Banking, Research, Private Equity, Bloomberg, Asset Managment
Education
York University - Schulich School of Business 2011 — 2013
MBA, Real Estate and Infrastructure
University of North Texas 2000 — 2005
BBA, BS, Accounting, Finance
GWL Realty Advisors January 2015 - Present
GWL Realty Advisors May 2013 - December 2014
Tokio Marine Property Investment Management, Inc. January 2009 - August 2011
UBS Investment Bank September 2006 - November 2008
GE July 2005 - August 2006
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Valuation, Asset Management, Equities, Investments, Corporate Finance, Real Estate, Banking, Research, Private Equity, Bloomberg, Asset Managment
Education
York University - Schulich School of Business 2011 — 2013
MBA, Real Estate and Infrastructure
University of North Texas 2000 — 2005
BBA, BS, Accounting, Finance
Morgan Dell'Aquila Morgan Dell'Aquila's UBS Investment Bank Experience July 2005 - August 2009
Job HR Generalist
Industry Financial Services
Experience
Point72 Asset Management April 2012 - Present
RBS Investment Bank August 2009 - February 2012
UBS Investment Bank July 2005 - August 2009
Skills
Human Resources, Recruiting, Talent Acquisition, Management, Talent Management, Performance Management, Vendor Management, Employee Relations, Onboarding, Leadership
Education
University of North Texas 1999 — 2004
BA, Hospitality and Business
Point72 Asset Management April 2012 - Present
RBS Investment Bank August 2009 - February 2012
UBS Investment Bank July 2005 - August 2009
Skills
Human Resources, Recruiting, Talent Acquisition, Management, Talent Management, Performance Management, Vendor Management, Employee Relations, Onboarding, Leadership
Education
University of North Texas 1999 — 2004
BA, Hospitality and Business
Jesse Gross's UBS Investment Bank Experience July 2009 - June 2011
Job Partnerships@RemoteYear | World Traveler | CoFounder@MetroButler | Advisor to Startups
Industry Venture Capital & Private Equity
Experience
Remote Year May 2015 - Present
MetroButler February 2015 - Present
Flexpoint Ford July 2011 - April 2015
UBS Investment Bank July 2009 - June 2011
UBS Investment Bank June 2008 - August 2008
Nofeeonly May 2007 - August 2007
Skills
Financial Modeling, Private Equity, Valuation, LBO, Investment Banking, Restructuring, Start-ups, Venture Capital, Capital Markets, Leveraged Finance, Due Diligence, Corporate Development, Corporate Finance, Mergers & Acquisitions, Equity Research, Emerging Markets, Business Planning, Bloomberg, Equities, Financial Analysis, Hedge Funds, DCF
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2009
Bachelor of Business Administration, Finance and Accounting
University of Michigan 2005 — 2009
BBA, Business
Remote Year May 2015 - Present
MetroButler February 2015 - Present
Flexpoint Ford July 2011 - April 2015
UBS Investment Bank July 2009 - June 2011
UBS Investment Bank June 2008 - August 2008
Nofeeonly May 2007 - August 2007
Skills
Financial Modeling, Private Equity, Valuation, LBO, Investment Banking, Restructuring, Start-ups, Venture Capital, Capital Markets, Leveraged Finance, Due Diligence, Corporate Development, Corporate Finance, Mergers & Acquisitions, Equity Research, Emerging Markets, Business Planning, Bloomberg, Equities, Financial Analysis, Hedge Funds, DCF
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2009
Bachelor of Business Administration, Finance and Accounting
University of Michigan 2005 — 2009
BBA, Business
Lauren Caporizo Lauren Caporizo's UBS Investment Bank Experience May 2008 - August 2008
Job Director of Sales at Philadelphia Rock Gyms (PRG)
Industry Health, Wellness and Fitness
Experience
Philadelphia Rock Gyms (PRG) July 2010 - Present
Community First Fund June 2009 - June 2010
UNC Charlotte Venture January 2008 - May 2009
UBS Investment Bank May 2008 - August 2008
Skills
Event Planning, Public Speaking, Microsoft Office, Marketing, Territory Development, Advertising, Marketing Strategy, New Business Development, Strategic Selling, Sales Rep Training, Qualifying Prospects, Teambuilding..., Physical Fitness..., Operations Management, Staff Development, Human Resources, Customer Service, Sales Management, Grant Writing, Community Development, Fundraising
Education
University of North Carolina at Charlotte - Belk College of Business 2005 — 2009
Bachelor of Science, Finance, Economics
Philadelphia Rock Gyms (PRG) July 2010 - Present
Community First Fund June 2009 - June 2010
UNC Charlotte Venture January 2008 - May 2009
UBS Investment Bank May 2008 - August 2008
Skills
Event Planning, Public Speaking, Microsoft Office, Marketing, Territory Development, Advertising, Marketing Strategy, New Business Development, Strategic Selling, Sales Rep Training, Qualifying Prospects, Teambuilding..., Physical Fitness..., Operations Management, Staff Development, Human Resources, Customer Service, Sales Management, Grant Writing, Community Development, Fundraising
Education
University of North Carolina at Charlotte - Belk College of Business 2005 — 2009
Bachelor of Science, Finance, Economics
Szandra Ford's UBS Investment Bank Experience 2002 - 2003
Job Investment Professional & Management Consultant at Natural Food & Beverage Industry
Industry Consumer Goods
Experience
Natural Food & Beverage Industry April 2015 - Present
Sun Products Corporation March 2012 - April 2015
Capgemini Consulting 2009 - March 2012
NYU Stern School of Business 2007 - December 2009
Duane Reade 2008 - 2008
Estee Lauder (HQ) 2007 - 2007
Amaranth (no longer operating) 2005 - 2006
Aviator Fund Management (no longer operating) 2003 - 2005
UBS Investment Bank 2002 - 2003
Skills
Business Strategy, Financial Modeling, Valuation, Corporate Finance, Strategy, Due Diligence, Analytics, Competitive Analysis, Private Equity, Management Consulting, Market Research, Finance, Market Analysis, Marketing, Management, Mergers & Acquisitions, Forecasting, Brand Management
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance, Entrepreneurship & Innovation, Marketing
University of Michigan - Stephen M. Ross School of Business 1999 — 2002
BBA, Finance, Accounting
Natural Food & Beverage Industry April 2015 - Present
Sun Products Corporation March 2012 - April 2015
Capgemini Consulting 2009 - March 2012
NYU Stern School of Business 2007 - December 2009
Duane Reade 2008 - 2008
Estee Lauder (HQ) 2007 - 2007
Amaranth (no longer operating) 2005 - 2006
Aviator Fund Management (no longer operating) 2003 - 2005
UBS Investment Bank 2002 - 2003
Skills
Business Strategy, Financial Modeling, Valuation, Corporate Finance, Strategy, Due Diligence, Analytics, Competitive Analysis, Private Equity, Management Consulting, Market Research, Finance, Market Analysis, Marketing, Management, Mergers & Acquisitions, Forecasting, Brand Management
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance, Entrepreneurship & Innovation, Marketing
University of Michigan - Stephen M. Ross School of Business 1999 — 2002
BBA, Finance, Accounting
Demetrius Sidberry Demetrius Sidberry's UBS Investment Bank Experience 2005 - 2008
Job Vice President at Hamilton Lane
Industry Financial Services
Experience
Hamilton Lane July 2011 - Present
ICV Capital Partners, LLC July 2008 - June 2011
UBS Investment Bank 2005 - 2008
Skills
Financial Modeling, Entrepreneurship, Private Equity, Corporate Development, Investment Banking
Education
University of North Carolina at Wilmington 2001 — 2005
Bachelor of Science (B.S.), Finance
Hamilton Lane July 2011 - Present
ICV Capital Partners, LLC July 2008 - June 2011
UBS Investment Bank 2005 - 2008
Skills
Financial Modeling, Entrepreneurship, Private Equity, Corporate Development, Investment Banking
Education
University of North Carolina at Wilmington 2001 — 2005
Bachelor of Science (B.S.), Finance
Alston Mason Alston Mason's UBS Investment Bank Experience October 2009 - September 2011
Job Manager, Supply Chain Procurement Analytics at RockTenn
Industry Online Media
Experience
RockTenn March 2014 - Present
SourceUno May 2012 - November 2013
Ariba September 2011 - May 2012
UBS Investment Bank October 2009 - September 2011
SunTrust Robinson Humphrey June 2007 - October 2009
SunTrust Robinson Humphrey June 2006 - August 2006
Wachovia Securities, LLC June 2005 - August 2005
Skills
Financial Modeling, Microsoft Excel, Equity Valuation, Early-stage Startups, Credit Analysis, Entrepreneurship, Video Production, Digital Media, Capital Markets, Portfolio Management, Finance, Investment Banking, Start-ups
Education
University of North Carolina at Chapel Hill 2003 — 2007
RockTenn March 2014 - Present
SourceUno May 2012 - November 2013
Ariba September 2011 - May 2012
UBS Investment Bank October 2009 - September 2011
SunTrust Robinson Humphrey June 2007 - October 2009
SunTrust Robinson Humphrey June 2006 - August 2006
Wachovia Securities, LLC June 2005 - August 2005
Skills
Financial Modeling, Microsoft Excel, Equity Valuation, Early-stage Startups, Credit Analysis, Entrepreneurship, Video Production, Digital Media, Capital Markets, Portfolio Management, Finance, Investment Banking, Start-ups
Education
University of North Carolina at Chapel Hill 2003 — 2007
Krishna Gullapalli Krishna Gullapalli's UBS Investment Bank Experience June 2004 - August 2004
Job Senior Manager, Global Consumer and Market Intelligence at Converse
Industry Retail
Experience
Converse April 2014 - Present
Wharton Business School September 2010 - December 2013
Jirafe, Inc May 2013 - September 2013
Urban Cargo June 2011 - May 2013
Coach, Inc. July 2007 - June 2010
Jefferies July 2005 - June 2007
UBS Investment Bank June 2004 - August 2004
Education
University of Pennsylvania - The Wharton School 2010 — 2013
Master, Business Administration; Entrepreneurial Management 2010
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
BBA, Accounting Major / Finance Minor
Converse April 2014 - Present
Wharton Business School September 2010 - December 2013
Jirafe, Inc May 2013 - September 2013
Urban Cargo June 2011 - May 2013
Coach, Inc. July 2007 - June 2010
Jefferies July 2005 - June 2007
UBS Investment Bank June 2004 - August 2004
Education
University of Pennsylvania - The Wharton School 2010 — 2013
Master, Business Administration; Entrepreneurial Management 2010
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
BBA, Accounting Major / Finance Minor
Patrick Haggerty Patrick Haggerty's UBS Investment Bank Experience April 2007 - May 2008
Job Configuration Management Specialist...
Industry Information Technology and Services
Experience
Anthem, Inc. April 2011 - Present
IPC Systems, Inc. June 2008 - January 2011
UBS Investment Bank April 2007 - May 2008
Clinton Youth Soccer 2006 - 2008
Aetna October 2003 - April 2007
Black Diamond Software April 2001 - October 2003
Cyberian Outpost 2000 - 2001
OpenRoute Systems 1999 - 2000
Proteon, OpenRoute 1997 - 2000
NASDAQ 1996 - 1999
Skills
ClearQuest, Rational Rose, ClearCase, Configuration Management, Deployment, Perl, Software Configuration..., Process Development, SDLC, Unix, Linux, VSS, Release Management, VCS, UCM, Bash, Ksh, NIS, NFS, Samba, Sh, RCS, SCCS, Tortoise SVN, WinCVS, GNU Make, CruiseControl, Maven, System Administration, Solaris, Shell Scripting, Unix Shell Scripting, Build Automation, CMMI, Troubleshooting, Subversion, System Deployment, Process Simulation, Rational XDE, Agile Methodologies, CVS, Rational Team Concert, Ant, Veritas Cluster Server, Quality Assurance, RUP, Continuous Integration, Weblogic, PVCS, Scrum
Education
University of New Haven 1985 — 1990
Computer Science
Computer Processing Institute 1981 — 1982
Computer Programming Certificate
Thames Valley State Technical College 1978 — 1981
Computer Science
Norwich Free Academy 1974 — 1978
Anthem, Inc. April 2011 - Present
IPC Systems, Inc. June 2008 - January 2011
UBS Investment Bank April 2007 - May 2008
Clinton Youth Soccer 2006 - 2008
Aetna October 2003 - April 2007
Black Diamond Software April 2001 - October 2003
Cyberian Outpost 2000 - 2001
OpenRoute Systems 1999 - 2000
Proteon, OpenRoute 1997 - 2000
NASDAQ 1996 - 1999
Skills
ClearQuest, Rational Rose, ClearCase, Configuration Management, Deployment, Perl, Software Configuration..., Process Development, SDLC, Unix, Linux, VSS, Release Management, VCS, UCM, Bash, Ksh, NIS, NFS, Samba, Sh, RCS, SCCS, Tortoise SVN, WinCVS, GNU Make, CruiseControl, Maven, System Administration, Solaris, Shell Scripting, Unix Shell Scripting, Build Automation, CMMI, Troubleshooting, Subversion, System Deployment, Process Simulation, Rational XDE, Agile Methodologies, CVS, Rational Team Concert, Ant, Veritas Cluster Server, Quality Assurance, RUP, Continuous Integration, Weblogic, PVCS, Scrum
Education
University of New Haven 1985 — 1990
Computer Science
Computer Processing Institute 1981 — 1982
Computer Programming Certificate
Thames Valley State Technical College 1978 — 1981
Computer Science
Norwich Free Academy 1974 — 1978
Tony Pandjiris Tony Pandjiris's UBS Investment Bank Experience July 2005 - August 2010
Job Managing Director at Hercules Technology Growth Capital
Industry Venture Capital & Private Equity
Experience
Hercules Technology Growth Capital October 2013 - Present
Morgan Stanley September 2010 - April 2013
UBS Investment Bank July 2005 - August 2010
Intel Capital June 2004 - August 2004
Comdisco Ventures August 2000 - June 2003
SG Cowen July 1998 - August 2000
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
MBA, Finance and Corporate Strategy
Vanderbilt University 1994 — 1998
BA, Economics
Hercules Technology Growth Capital October 2013 - Present
Morgan Stanley September 2010 - April 2013
UBS Investment Bank July 2005 - August 2010
Intel Capital June 2004 - August 2004
Comdisco Ventures August 2000 - June 2003
SG Cowen July 1998 - August 2000
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
MBA, Finance and Corporate Strategy
Vanderbilt University 1994 — 1998
BA, Economics
Barak Kaufman's UBS Investment Bank Experience May 2011 - August 2011
Job Investment Analyst at Insight Venture Partners
Industry Venture Capital & Private Equity
Experience
Insight Venture Partners 2013 - Present
I-LEAD December 2012 - December 2013
Elevator. June 2012 - August 2012
Jifiti.com November 2011 - February 2012
UBS Investment Bank May 2011 - August 2011
UBS Investment Bank June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Marketing Strategy, Analysis, Management, Bloomberg, Investments, Business Development, Marketing, Financial Analysis, Teamwork, Financial Modeling, Public Speaking, Research, Entrepreneurship, Leadership
Education
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (BBA), Emphasis in Finance and Entrepreneurship
Insight Venture Partners 2013 - Present
I-LEAD December 2012 - December 2013
Elevator. June 2012 - August 2012
Jifiti.com November 2011 - February 2012
UBS Investment Bank May 2011 - August 2011
UBS Investment Bank June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Marketing Strategy, Analysis, Management, Bloomberg, Investments, Business Development, Marketing, Financial Analysis, Teamwork, Financial Modeling, Public Speaking, Research, Entrepreneurship, Leadership
Education
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (BBA), Emphasis in Finance and Entrepreneurship
Erik Peter, CFA Erik Peter, CFA's UBS Investment Bank Experience September 2000 - May 2013
Job Executive Director at SMBC Nikko Securities Inc.
Industry Investment Banking
Experience
SMBC Nikko Securities Inc. August 2015 - Present
Mizuho Securities USA Inc. June 2013 - August 2015
UBS Investment Bank September 2000 - May 2013
Merrill Lynch March 1996 - September 2000
Bear Stearns November 1995 - February 1996
Nomura Securities April 1993 - November 1995
Discount Corporation of New York 1984 - 1993
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), Finance
SMBC Nikko Securities Inc. August 2015 - Present
Mizuho Securities USA Inc. June 2013 - August 2015
UBS Investment Bank September 2000 - May 2013
Merrill Lynch March 1996 - September 2000
Bear Stearns November 1995 - February 1996
Nomura Securities April 1993 - November 1995
Discount Corporation of New York 1984 - 1993
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), Finance
Erika Mayerle's UBS Investment Bank Experience August 2008 - August 2009
Job VP, Account Director at HAVAS LYNX
Industry Marketing and Advertising
Experience
HAVAS LYNX May 2015 - Present
Greater Than One October 2012 - April 2015
FCB Health March 2011 - November 2012
Heartbeat Digital April 2010 - February 2011
UBS Investment Bank August 2008 - August 2009
Colle+McVoy June 2006 - August 2008
Skills
Digital Strategy, Creative Strategy, Advertising, Integrated Marketing, Interactive Marketing, Digital Marketing, Brand Architecture, Marketing, Brand Development, Mobile Marketing, Information Architecture, Digital Media, Interactive Advertising, Media Planning, Online Advertising, Relationship Marketing, Direct Marketing, Creative Direction
Education
University of Minnesota-Twin Cities 2002 — 2006
Jounalism & Mass Communication
HAVAS LYNX May 2015 - Present
Greater Than One October 2012 - April 2015
FCB Health March 2011 - November 2012
Heartbeat Digital April 2010 - February 2011
UBS Investment Bank August 2008 - August 2009
Colle+McVoy June 2006 - August 2008
Skills
Digital Strategy, Creative Strategy, Advertising, Integrated Marketing, Interactive Marketing, Digital Marketing, Brand Architecture, Marketing, Brand Development, Mobile Marketing, Information Architecture, Digital Media, Interactive Advertising, Media Planning, Online Advertising, Relationship Marketing, Direct Marketing, Creative Direction
Education
University of Minnesota-Twin Cities 2002 — 2006
Jounalism & Mass Communication
Joseph Policastro, Jr. Joseph Policastro, Jr.'s UBS Investment Bank Experience April 2013 - Present
Job Trade Surveillance Compliance Officer, UBS
Industry Banking
Experience
UBS Investment Bank April 2013 - Present
RBS Markets & International Banking May 2012 - April 2013
UBS Investment Bank February 1998 - January 2012
Skills
Equities, Trading, Middle Office, Electronic Trading, Financial Markets, Capital Markets, Trading Systems, Securities, Equity Trading, Risk Management, Investment Banking, Fixed Income, Back Office, Hedge Funds, Derivatives, International Operations, Business Analysis, Financial Services, Settlement, Banking, Structured Products, Financial Risk, Options, Operational Risk...
Education
University of New Haven 2002 — 2004
Executive MBA
University of New Haven 1987 — 1991
BA, Business
Stamford Catholic High School 1984 — 1987
UBS Investment Bank April 2013 - Present
RBS Markets & International Banking May 2012 - April 2013
UBS Investment Bank February 1998 - January 2012
Skills
Equities, Trading, Middle Office, Electronic Trading, Financial Markets, Capital Markets, Trading Systems, Securities, Equity Trading, Risk Management, Investment Banking, Fixed Income, Back Office, Hedge Funds, Derivatives, International Operations, Business Analysis, Financial Services, Settlement, Banking, Structured Products, Financial Risk, Options, Operational Risk...
Education
University of New Haven 2002 — 2004
Executive MBA
University of New Haven 1987 — 1991
BA, Business
Stamford Catholic High School 1984 — 1987
Peter Baldwin's UBS Investment Bank Experience 2007 - 2008
Job
Industry Management Consulting
Experience
AlixPartners September 2012 - Present
GLC Advisors & Co., LLC August 2010 - August 2012
AlixPartners 2009 - 2010
UBS Investment Bank 2007 - 2008
UBS Investment Bank 2006 - 2007
UBS Investment Bank 2002 - 2006
Barclays Capital 2001 - 2001
International Research & Exchanges Board 1998 - 2000
International Research & Exchanges Board 1997 - 1998
Sister Cities International 1996 - 1997
Skills
Debt, Leveraged Finance, High Yield, Restructuring, LBO, Special Situations, Corporate Finance, Debt Restructuring, Capital Structure, Bankruptcy, Financial Modeling, Financial Analysis, Business Planning, Work-outs, Recapitalizations, Series 7, Series 63, Series 79, Investment Banking, Private Equity, Valuation, Fixed Income, Corporate Development, Venture Capital, Capital Markets, Business Valuation, Mergers & Acquisitions, Equities, M&A experience, Hedge Funds, Finance, FINRA, Financial Structuring, Due Diligence, Bloomberg, IPO
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
MBA
University of Michigan 1990 — 1995
BA
AlixPartners September 2012 - Present
GLC Advisors & Co., LLC August 2010 - August 2012
AlixPartners 2009 - 2010
UBS Investment Bank 2007 - 2008
UBS Investment Bank 2006 - 2007
UBS Investment Bank 2002 - 2006
Barclays Capital 2001 - 2001
International Research & Exchanges Board 1998 - 2000
International Research & Exchanges Board 1997 - 1998
Sister Cities International 1996 - 1997
Skills
Debt, Leveraged Finance, High Yield, Restructuring, LBO, Special Situations, Corporate Finance, Debt Restructuring, Capital Structure, Bankruptcy, Financial Modeling, Financial Analysis, Business Planning, Work-outs, Recapitalizations, Series 7, Series 63, Series 79, Investment Banking, Private Equity, Valuation, Fixed Income, Corporate Development, Venture Capital, Capital Markets, Business Valuation, Mergers & Acquisitions, Equities, M&A experience, Hedge Funds, Finance, FINRA, Financial Structuring, Due Diligence, Bloomberg, IPO
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
MBA
University of Michigan 1990 — 1995
BA
Harold Neiper's UBS Investment Bank Experience September 2004 - December 2008
Job
Industry Banking
Experience
JPMorgan Chase 2015 - Present
JPMorgan Chase 2012 - January 2015
Scotiabank March 2009 - June 2012
UBS Investment Bank September 2004 - December 2008
Reliant Energy August 2001 - September 2004
iPath Solutions June 2000 - August 2001
PPS Plus Software June 1999 - June 2000
Skills
Software Development, Oracle, SQL, Spring, Java, Subversion, JMS, Java Enterprise Edition, Database Design, SOA, PL/SQL, Commodity Markets, SDLC, Agile Methodologies, Hibernate, Web Applications, Architectures, Architecture
Education
University of Mississippi - School of Business Administration 1991 — 1995
BBA, General Business
JPMorgan Chase 2015 - Present
JPMorgan Chase 2012 - January 2015
Scotiabank March 2009 - June 2012
UBS Investment Bank September 2004 - December 2008
Reliant Energy August 2001 - September 2004
iPath Solutions June 2000 - August 2001
PPS Plus Software June 1999 - June 2000
Skills
Software Development, Oracle, SQL, Spring, Java, Subversion, JMS, Java Enterprise Edition, Database Design, SOA, PL/SQL, Commodity Markets, SDLC, Agile Methodologies, Hibernate, Web Applications, Architectures, Architecture
Education
University of Mississippi - School of Business Administration 1991 — 1995
BBA, General Business
Bhushan Kulkarni, CFA's UBS Investment Bank Experience August 2006 - December 2007
Job VP at State Street
Industry Information Technology and Services
Experience
State Street October 2013 - Present
State Street Bank January 2008 - October 2013
UBS Investment Bank August 2006 - December 2007
State Street June 2003 - July 2006
i-flex solutions/ Oracle Financials August 2000 - May 2003
Skills
Calypso, Risk Management, Middle Office, Business Requirements, Fixed Income, SWIFT payments, Corporate Actions, Business Analysis, Securities Lending, SDLC, Derivatives, Financial Services, Summit, Project Management, Team Leadership, Product Development, Market Data, OTC Derivatives Clearing, CFA, Equity Trading, Clearing, Team Building, Project Coordination, Mentoring, Back Office, Swaps, Securities Finance, Equity Swaps, Securities
Education
University of Mumbai 1996 — 2000
Bachelor in Engineering
CFA
CFA
State Street October 2013 - Present
State Street Bank January 2008 - October 2013
UBS Investment Bank August 2006 - December 2007
State Street June 2003 - July 2006
i-flex solutions/ Oracle Financials August 2000 - May 2003
Skills
Calypso, Risk Management, Middle Office, Business Requirements, Fixed Income, SWIFT payments, Corporate Actions, Business Analysis, Securities Lending, SDLC, Derivatives, Financial Services, Summit, Project Management, Team Leadership, Product Development, Market Data, OTC Derivatives Clearing, CFA, Equity Trading, Clearing, Team Building, Project Coordination, Mentoring, Back Office, Swaps, Securities Finance, Equity Swaps, Securities
Education
University of Mumbai 1996 — 2000
Bachelor in Engineering
CFA
CFA
Aadil Farid's UBS Investment Bank Experience 1997 - 2005
Job Partner @ Safa Systems Inc. and Information Technology and Services Consultant
Industry Information Technology and Services
Experience
Bank of America 2005 - Present
Safa Systems Inc. August 1996 - Present
UBS Investment Bank 1997 - 2005
UBS 1997 - 2004
GE Power Generation 1991 - 1993
Skills
SDLC, SQL, Agile Methodologies, Java, Software Development, Business Analysis, Unix, Software Project..., Risk Management, Requirements Analysis, Trading Systems, Derivatives, XML, Project Management, Vendor Management, Integration, Program Management, SOA, IT Strategy
Education
University of Mumbai 1984 — 1988
BE, CIVIL
Bank of America 2005 - Present
Safa Systems Inc. August 1996 - Present
UBS Investment Bank 1997 - 2005
UBS 1997 - 2004
GE Power Generation 1991 - 1993
Skills
SDLC, SQL, Agile Methodologies, Java, Software Development, Business Analysis, Unix, Software Project..., Risk Management, Requirements Analysis, Trading Systems, Derivatives, XML, Project Management, Vendor Management, Integration, Program Management, SOA, IT Strategy
Education
University of Mumbai 1984 — 1988
BE, CIVIL
Josh Vicini's UBS Investment Bank Experience November 2009 - September 2011
Job Director Rates Spread Trading at TD Bank Group
Industry Investment Banking
Experience
TD Bank Group November 2011 - Present
UBS Investment Bank November 2009 - September 2011
Lehman Brothers (in Administration) December 2008 - November 2009
Barclays Capital September 2008 - December 2008
Lehman Brothers July 2007 - September 2008
RBC Centura June 2006 - July 2007
Skills
Derivatives, Trading, Fixed Income, Credit, Credit Risk, Options, Investment Banking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
Bachelor of Science & Business Administration, International Business & Economics
TD Bank Group November 2011 - Present
UBS Investment Bank November 2009 - September 2011
Lehman Brothers (in Administration) December 2008 - November 2009
Barclays Capital September 2008 - December 2008
Lehman Brothers July 2007 - September 2008
RBC Centura June 2006 - July 2007
Skills
Derivatives, Trading, Fixed Income, Credit, Credit Risk, Options, Investment Banking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
Bachelor of Science & Business Administration, International Business & Economics
Samir Kale's UBS Investment Bank Experience 2006 - 2008
Job IT Professional
Industry Computer Software
Experience
UBS Investment Bank 2006 - 2008
Fannie Mae 2006 - 2006
The TriZetto Group 2004 - 2006
Triple Point Technology 2000 - 2003
Education
Mumbai university
UBS Investment Bank 2006 - 2008
Fannie Mae 2006 - 2006
The TriZetto Group 2004 - 2006
Triple Point Technology 2000 - 2003
Education
Mumbai university
Hongbin Zhang's UBS Investment Bank Experience March 2001 - Present
Job Associate Director at
Industry Financial Services
Experience
UBS Investment Bank March 2001 - Present
Education
University of New Haven 1998 — 2001
UBS Investment Bank March 2001 - Present
Education
University of New Haven 1998 — 2001
Angela Hon's UBS Investment Bank Experience July 2001 - Present
Job Director at UBS Investment Bank
Industry Information Technology and Services
Experience
UBS Investment Bank July 2001 - Present
Skills
Investment Banking, Fixed Income, Trading Systems, Equities, Derivatives, Electronic Trading, IT Strategy, Unix, Middle Office, Business Analysis, Prime Brokerage, Hedge Funds, Market Data, SDLC, SQL, Agile Methodologies, Java, Financial Services
Education
University of North Carolina at Chapel Hill 1999 — 2001
MS, Information Science
University of North Carolina at Chapel Hill 1995 — 1999
BA, Communications
Stuyvesant High School 1992 — 1995
UBS Investment Bank July 2001 - Present
Skills
Investment Banking, Fixed Income, Trading Systems, Equities, Derivatives, Electronic Trading, IT Strategy, Unix, Middle Office, Business Analysis, Prime Brokerage, Hedge Funds, Market Data, SDLC, SQL, Agile Methodologies, Java, Financial Services
Education
University of North Carolina at Chapel Hill 1999 — 2001
MS, Information Science
University of North Carolina at Chapel Hill 1995 — 1999
BA, Communications
Stuyvesant High School 1992 — 1995
Kim Logan's UBS Investment Bank Experience November 2008 - April 2013
Job High Yield Credit Analyst at Standard & Poor's
Industry Investment Banking
Experience
Standard & Poor's April 2013 - Present
UBS Investment Bank November 2008 - April 2013
UBS Investment Bank May 2006 - November 2008
GE Asset Management 2003 - 2006
J.P. Morgan 1996 - 2002
Skills
Investments, Fixed Income, Capital Markets, Credit Risk, Investment Banking, Equities, Financial Modeling, Derivatives, Valuation, Hedge Funds, Financial Analysis, Market Risk, High Yield, Bloomberg, Portfolio Management, Mutual Funds, Corporate Finance, Leveraged Finance, Asset Management, Structured Finance, Bonds
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
Master of Business Administration (MBA), Finance, General
Standard & Poor's April 2013 - Present
UBS Investment Bank November 2008 - April 2013
UBS Investment Bank May 2006 - November 2008
GE Asset Management 2003 - 2006
J.P. Morgan 1996 - 2002
Skills
Investments, Fixed Income, Capital Markets, Credit Risk, Investment Banking, Equities, Financial Modeling, Derivatives, Valuation, Hedge Funds, Financial Analysis, Market Risk, High Yield, Bloomberg, Portfolio Management, Mutual Funds, Corporate Finance, Leveraged Finance, Asset Management, Structured Finance, Bonds
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
Master of Business Administration (MBA), Finance, General
Gourish Katre's UBS Investment Bank Experience April 2001 - November 2012
Job Independent Contractor at AIG Global Investment Group
Industry Investment Banking
Experience
AIG January 2013 - Present
UBS Investment Bank April 2001 - November 2012
UBS Investment Bank July 2000 - April 2001
Sybase Corp. (UK) November 1999 - March 2000
Teleport Communications Group September 1994 - April 1999
Greenwich Capital Markets August 1993 - August 1994
Skills
Oracle 10g, Informatica Powercenter..., Informatica 8.X..., Agile Application..., Oracle PL/SQL..., Oracle 11g, Informatica 9.X..., Capital Markets, Investment Banking, Equities, Unix, Oracle, Red Hat Linux, Informatica, Derivatives, PowerCenter, Perl, Solaris, Fixed Income, Linux, Sybase
Education
University of Mumbai
BS, Computer Engineering
AIG January 2013 - Present
UBS Investment Bank April 2001 - November 2012
UBS Investment Bank July 2000 - April 2001
Sybase Corp. (UK) November 1999 - March 2000
Teleport Communications Group September 1994 - April 1999
Greenwich Capital Markets August 1993 - August 1994
Skills
Oracle 10g, Informatica Powercenter..., Informatica 8.X..., Agile Application..., Oracle PL/SQL..., Oracle 11g, Informatica 9.X..., Capital Markets, Investment Banking, Equities, Unix, Oracle, Red Hat Linux, Informatica, Derivatives, PowerCenter, Perl, Solaris, Fixed Income, Linux, Sybase
Education
University of Mumbai
BS, Computer Engineering
Richard Shin's UBS Investment Bank Experience October 2003 - April 2005
Job Director, Portfolio Management at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial October 2005 - Present
UBS Investment Bank October 2003 - April 2005
Credit Suisse First Boston October 2000 - October 2003
Donaldson, Lufkin & Jenrette May 1999 - October 2000
Organic 1998 - 1999
Skills
Derivatives, Valuation, Fixed Income, ABS, Investment Banking, Capital Markets, Structured Finance, Loan Origination, Due Diligence, Private Equity, Bonds, Financial Modeling, Finance, Investments, Financial Services, Financial Structuring, Series 7, Loans, Asset Management, Alternative Investments, Financial Markets, Structured Products, Credit, Mortgage Lending, Portfolio Management, Hedge Funds, Risk Management, Equities, Securities, Bloomberg, Banking, Trading, Credit Analysis, Financial Analysis
Education
University of Michigan 1994 — 1998
E*TRADE Financial October 2005 - Present
UBS Investment Bank October 2003 - April 2005
Credit Suisse First Boston October 2000 - October 2003
Donaldson, Lufkin & Jenrette May 1999 - October 2000
Organic 1998 - 1999
Skills
Derivatives, Valuation, Fixed Income, ABS, Investment Banking, Capital Markets, Structured Finance, Loan Origination, Due Diligence, Private Equity, Bonds, Financial Modeling, Finance, Investments, Financial Services, Financial Structuring, Series 7, Loans, Asset Management, Alternative Investments, Financial Markets, Structured Products, Credit, Mortgage Lending, Portfolio Management, Hedge Funds, Risk Management, Equities, Securities, Bloomberg, Banking, Trading, Credit Analysis, Financial Analysis
Education
University of Michigan 1994 — 1998
Jeff Meng's UBS Investment Bank Experience June 2009 - August 2009
Job Private Equity Associate at First Reserve
Industry Financial Services
Experience
First Reserve August 2012 - Present
Lazard June 2010 - June 2012
UBS Investment Bank June 2009 - August 2009
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance
First Reserve August 2012 - Present
Lazard June 2010 - June 2012
UBS Investment Bank June 2009 - August 2009
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Ruoda Yuan's UBS Investment Bank Experience July 2010 - June 2012
Job Founder at Froy Group
Industry Internet
Experience
Froy Group 2013 - Present
UBS Investment Bank July 2010 - June 2012
Goldman Sachs March 2009 - August 2009
UBS Investment Bank June 2008 - August 2008
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Finance & Entrepreneurial Studies
Froy Group 2013 - Present
UBS Investment Bank July 2010 - June 2012
Goldman Sachs March 2009 - August 2009
UBS Investment Bank June 2008 - August 2008
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Finance & Entrepreneurial Studies
Michael Mahaffy's UBS Investment Bank Experience 1992 - 2006
Job CEO and Founder RHR Capital LLC
Industry Investment Management
Experience
RHR Capital LLC 2006 - Present
UBS Investment Bank 1992 - 2006
Salomon Brothers Inc. 1986 - 1992
Education
University of North Carolina at Chapel Hill 1982 — 1986
B.S., Mathematical Science
RHR Capital LLC 2006 - Present
UBS Investment Bank 1992 - 2006
Salomon Brothers Inc. 1986 - 1992
Education
University of North Carolina at Chapel Hill 1982 — 1986
B.S., Mathematical Science
Michael Dzamba's UBS Investment Bank Experience July 2007 - December 2008
Job Vice President, Mergers & Acquisitions (M&A) at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets April 2010 - Present
FTI Consulting February 2009 - March 2010
UBS Investment Bank July 2007 - December 2008
Deutsche Bank June 2006 - August 2006
The Buckingham Research Group March 2003 - June 2005
Investec February 2002 - February 2003
Skills
Investment Banking, Corporate Finance, Valuation, Business Analysis, Acquisition Assessment, Mergers, Due Diligence, Market Research, Cross-functional Team..., Strategic Planning, Restructuring, Equity Research, Financial Modeling, Mergers & Acquisitions, Divestitures, Finance, Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
MBA, Emphases on Accounting, Finance and Real Estate Development
Wake Forest University 1997 — 2001
BS, Business
BMO Capital Markets April 2010 - Present
FTI Consulting February 2009 - March 2010
UBS Investment Bank July 2007 - December 2008
Deutsche Bank June 2006 - August 2006
The Buckingham Research Group March 2003 - June 2005
Investec February 2002 - February 2003
Skills
Investment Banking, Corporate Finance, Valuation, Business Analysis, Acquisition Assessment, Mergers, Due Diligence, Market Research, Cross-functional Team..., Strategic Planning, Restructuring, Equity Research, Financial Modeling, Mergers & Acquisitions, Divestitures, Finance, Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
MBA, Emphases on Accounting, Finance and Real Estate Development
Wake Forest University 1997 — 2001
BS, Business
Nathan Viswanathan's UBS Investment Bank Experience May 2006 - May 2007
Job Experienced Development Lead/Manager with hands on experience on multiple platforms
Industry Financial Services
Experience
KPMG December 2008 - Present
Goldman Sachs June 2007 - November 2008
UBS Investment Bank May 2006 - May 2007
Starwood Hotels & Resorts Worldwide, Inc. January 2005 - April 2006
Bank of America formerly Framework Inc. June 2001 - December 2004
Qwest Communications June 1998 - June 2001
BORN Information Services Group 1996 - 1997
Skills
SharePoint, SDLC, Business Analysis, Software Project..., Enterprise Architecture, Requirements Analysis, Agile Methodologies, Business Intelligence, XML, SQL, Microsoft SQL Server, .NET, Requirements Gathering, Integration, Vendor Management, Program Management, IT Strategy, Data Warehousing, Software Development, Web Services, Project Management
Education
University of Wisconsin-Milwaukee 1994 — 1996
Masters, Computer Science
University of Mumbai 1989 — 1993
Computer Engineering, Information Technology
KPMG December 2008 - Present
Goldman Sachs June 2007 - November 2008
UBS Investment Bank May 2006 - May 2007
Starwood Hotels & Resorts Worldwide, Inc. January 2005 - April 2006
Bank of America formerly Framework Inc. June 2001 - December 2004
Qwest Communications June 1998 - June 2001
BORN Information Services Group 1996 - 1997
Skills
SharePoint, SDLC, Business Analysis, Software Project..., Enterprise Architecture, Requirements Analysis, Agile Methodologies, Business Intelligence, XML, SQL, Microsoft SQL Server, .NET, Requirements Gathering, Integration, Vendor Management, Program Management, IT Strategy, Data Warehousing, Software Development, Web Services, Project Management
Education
University of Wisconsin-Milwaukee 1994 — 1996
Masters, Computer Science
University of Mumbai 1989 — 1993
Computer Engineering, Information Technology
Christopher Kurimay's UBS Investment Bank Experience December 1999 - September 2005
Job Wealth Management Advisor at US BankThe Private Client Reserve
Industry Financial Services
Experience
U.S. Bank-The Private Client Reserve August 2013 - Present
UBS Wealth Management December 2012 - August 2013
Decision Economics, Inc. January 2010 - December 2012
Neotick-Firefly Capital January 2008 - January 2010
Calamos Investments October 2005 - September 2007
UBS Investment Bank December 1999 - September 2005
Education
Universität Wien 1993 — 1994
International Economics
University of Minnesota-Twin Cities 1989 — 1994
BA, Economics
U.S. Bank-The Private Client Reserve August 2013 - Present
UBS Wealth Management December 2012 - August 2013
Decision Economics, Inc. January 2010 - December 2012
Neotick-Firefly Capital January 2008 - January 2010
Calamos Investments October 2005 - September 2007
UBS Investment Bank December 1999 - September 2005
Education
Universität Wien 1993 — 1994
International Economics
University of Minnesota-Twin Cities 1989 — 1994
BA, Economics
Laura Pei's UBS Investment Bank Experience September 2010 - September 2012
Job Corporate Analytics Manager at The Row, LLC / Dualstar Entertainment Group
Industry Retail
Experience
The Row, LLC / Dualstar Entertainment Group April 2015 - Present
INTERMIX August 2014 - April 2015
ANN INC. February 2013 - March 2014
UBS Investment Bank September 2010 - September 2012
ROTHSCHILD INC August 2009 - September 2010
ROTHSCHILD INC January 2006 - July 2009
JPMorgan Chase 2005 - 2005
Skills
Mergers & Acquisitions, Valuation, Mergers, Due Diligence, LBO, Retail, Consumer, Financial Modeling, Market Research, Competitive Analysis, Buy-side, Acquisitions, Restructuring, Corporate Development, International Expansion, Healthcare, sell-side, Business Services, Sell Side, Financial Analysis, Business Strategy, Cross-functional Team..., Start-ups, Corporate Strategy, Project Management, Digital Strategy, Consumer Insight, Fashion, Strategy, Strategic Planning, Marketing Strategy, Business Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Management, Entrepreneurship, Self-starter, Corporate Finance, Private Equity, Investment Banking, Finance, Business Planning, Business Development, Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Finance and Accounting
Richard Montgomery High School 1998 — 2002
The Row, LLC / Dualstar Entertainment Group April 2015 - Present
INTERMIX August 2014 - April 2015
ANN INC. February 2013 - March 2014
UBS Investment Bank September 2010 - September 2012
ROTHSCHILD INC August 2009 - September 2010
ROTHSCHILD INC January 2006 - July 2009
JPMorgan Chase 2005 - 2005
Skills
Mergers & Acquisitions, Valuation, Mergers, Due Diligence, LBO, Retail, Consumer, Financial Modeling, Market Research, Competitive Analysis, Buy-side, Acquisitions, Restructuring, Corporate Development, International Expansion, Healthcare, sell-side, Business Services, Sell Side, Financial Analysis, Business Strategy, Cross-functional Team..., Start-ups, Corporate Strategy, Project Management, Digital Strategy, Consumer Insight, Fashion, Strategy, Strategic Planning, Marketing Strategy, Business Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Management, Entrepreneurship, Self-starter, Corporate Finance, Private Equity, Investment Banking, Finance, Business Planning, Business Development, Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Finance and Accounting
Richard Montgomery High School 1998 — 2002
Brad Belsky's UBS Investment Bank Experience July 2005 - July 2008
Job Director US Index Derivatives Trading at Societe Generale
Industry Banking
Experience
Societe Generale August 2008 - Present
UBS Investment Bank July 2005 - July 2008
Skills
Equity Derivatives, Options, ETFs, Equities, Equity Trading, Options Strategies, Series 7, Series 63, Series 3, Derivatives Trading, Structured Products, Derivatives, Market Making, Investment Banking, Volatility
Education
University of Michigan 2000 — 2005
M.S., Financial Engineering, Industrial and Operations Engineering
University of Michigan 2000 — 2004
B.S.E, Industrial and Operations Engineering
Societe Generale August 2008 - Present
UBS Investment Bank July 2005 - July 2008
Skills
Equity Derivatives, Options, ETFs, Equities, Equity Trading, Options Strategies, Series 7, Series 63, Series 3, Derivatives Trading, Structured Products, Derivatives, Market Making, Investment Banking, Volatility
Education
University of Michigan 2000 — 2005
M.S., Financial Engineering, Industrial and Operations Engineering
University of Michigan 2000 — 2004
B.S.E, Industrial and Operations Engineering
Joseph Cohn's UBS Investment Bank Experience January 2001 - November 2009
Job Managing Director and Associate General Counsel at JP Morgan
Industry Legal Services
Experience
JPMorgan Chase September 2013 - Present
Citi November 2009 - August 2013
UBS Investment Bank January 2001 - November 2009
Davis Polk & Wardwell 1987 - 2001
Cravath, Swaine & Moore LLP September 1984 - January 1987
Skills
Capital Markets, Corporate Governance, Derivatives, Equities, Hedge Funds, Private Equity, Securities, Securities Regulation, Trading, Alternative Investments, Prime Brokerage, Structured Finance, Securitization, Due Diligence, Investment Banking
Education
University of Michigan Law School 1981 — 1984
J.D.
University of Pennsylvania 1977 — 1981
B.A.
JPMorgan Chase September 2013 - Present
Citi November 2009 - August 2013
UBS Investment Bank January 2001 - November 2009
Davis Polk & Wardwell 1987 - 2001
Cravath, Swaine & Moore LLP September 1984 - January 1987
Skills
Capital Markets, Corporate Governance, Derivatives, Equities, Hedge Funds, Private Equity, Securities, Securities Regulation, Trading, Alternative Investments, Prime Brokerage, Structured Finance, Securitization, Due Diligence, Investment Banking
Education
University of Michigan Law School 1981 — 1984
J.D.
University of Pennsylvania 1977 — 1981
B.A.
Emmanuel Bello's UBS Investment Bank Experience 2009 - 2011
Job Vice President at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs January 2014 - Present
Goldman Sachs July 2011 - Present
UBS Investment Bank 2009 - 2011
Skills
Fixed Income, Eviews, Valuation, Stochastic Calculus, High Yield, Data Analysis, Private Placements, Securities, Financial Modeling, Market Research, Investment Banking
Education
University of North Carolina at Chapel Hill 2004 — 2008
BA, Economics
Goldman Sachs January 2014 - Present
Goldman Sachs July 2011 - Present
UBS Investment Bank 2009 - 2011
Skills
Fixed Income, Eviews, Valuation, Stochastic Calculus, High Yield, Data Analysis, Private Placements, Securities, Financial Modeling, Market Research, Investment Banking
Education
University of North Carolina at Chapel Hill 2004 — 2008
BA, Economics
Yogesh Chandani's UBS Investment Bank Experience 2007 - 2008
Job Product control at BNP Paribas
Industry Investment Management
Experience
BNP Paribas 2009 - Present
Data Glove Inc. 2008 - 2009
UBS Investment Bank 2007 - 2008
UBS Wealth Management 2007 - 2007
Skills
Product Control, Derivatives, Fixed Income, Equities, Capital Markets, Financial Analysis, Bloomberg, Valuation, Business Analysis
Education
Baruch college - Zicklin School of Business 2006 — 2009
Master of Business Administration (MBA), Finance and Financial Management Services
University of Mumbai
Master's degree, Accounting
BNP Paribas 2009 - Present
Data Glove Inc. 2008 - 2009
UBS Investment Bank 2007 - 2008
UBS Wealth Management 2007 - 2007
Skills
Product Control, Derivatives, Fixed Income, Equities, Capital Markets, Financial Analysis, Bloomberg, Valuation, Business Analysis
Education
Baruch college - Zicklin School of Business 2006 — 2009
Master of Business Administration (MBA), Finance and Financial Management Services
University of Mumbai
Master's degree, Accounting
Diff Ritchie's UBS Investment Bank Experience 1991 - 1999
Job at Wilmington Trust Wealth Management
Industry Investment Management
Experience
Wilmington Trust Wealth Management January 2010 - Present
UBS Investment Bank 1991 - 1999
Swiss Bank Corporation 1991 - 1999
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1976 — 1978
MBA, Business
Wilmington Trust Wealth Management January 2010 - Present
UBS Investment Bank 1991 - 1999
Swiss Bank Corporation 1991 - 1999
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1976 — 1978
MBA, Business
Ronald Sheppard's UBS Investment Bank Experience January 2007 - April 2007
Job Vice PresidentCompliance Testing and Controls Program Quality at HSBC BANK USA,
Industry Financial Services
Experience
HSBC BANK USA, July 2013 - Present
Citigroup July 2007 - July 2013
UBS Investment Bank, January 2007 - April 2007
UBS Investment Bank July 2005 - December 2006
Skills
Operational Risk, Series 63, Series 7, Series 24, Securities Lending, Prime Brokerage, DTC, Fixed Income, Fixed Income Products, FINRA, Middle Office, Corporate Actions, Equities, Bank Operations, Securities, KYC, Risk Management, Leadership
Education
University of North Carolina at Greensboro
Bachelor of Arts (B.A.), Communication and Media Studies
HSBC BANK USA, July 2013 - Present
Citigroup July 2007 - July 2013
UBS Investment Bank, January 2007 - April 2007
UBS Investment Bank July 2005 - December 2006
Skills
Operational Risk, Series 63, Series 7, Series 24, Securities Lending, Prime Brokerage, DTC, Fixed Income, Fixed Income Products, FINRA, Middle Office, Corporate Actions, Equities, Bank Operations, Securities, KYC, Risk Management, Leadership
Education
University of North Carolina at Greensboro
Bachelor of Arts (B.A.), Communication and Media Studies
Andrew Carolus's UBS Investment Bank Experience 2000 - 2004
Job Managing Director at Mesirow Financial
Industry Investment Banking
Experience
Mesirow Financial August 2010 - Present
BMO Capital Markets November 2006 - 2010
Credit Suisse July 2004 - 2006
UBS Investment Bank 2000 - 2004
Skills
Investment Banking, Private Equity, Capital Markets, Financial Modeling, LBO, Valuation, Corporate Finance, Corporate Development, M&A experience, Mergers, Leveraged Finance, Equities, Due Diligence, Venture Capital, Private Placements, Financial Analysis, Investments, Financial Structuring, Asset Managment, Business Valuation
Education
University of Michigan Business School
Master of Business Administration (M.B.A.), Finance
University of Michigan
Bachelor of Science (B.S.), Aerospace Engineering
Mesirow Financial August 2010 - Present
BMO Capital Markets November 2006 - 2010
Credit Suisse July 2004 - 2006
UBS Investment Bank 2000 - 2004
Skills
Investment Banking, Private Equity, Capital Markets, Financial Modeling, LBO, Valuation, Corporate Finance, Corporate Development, M&A experience, Mergers, Leveraged Finance, Equities, Due Diligence, Venture Capital, Private Placements, Financial Analysis, Investments, Financial Structuring, Asset Managment, Business Valuation
Education
University of Michigan Business School
Master of Business Administration (M.B.A.), Finance
University of Michigan
Bachelor of Science (B.S.), Aerospace Engineering
Chrystian Marin's UBS Investment Bank Experience 2001 - 2003
Job Leveraged Finance Financial Sponsors Group at U.S. Bank
Industry Investment Banking
Experience
U.S. Bank September 2013 - Present
GE Capital Markets, Inc. November 2003 - September 2013
UBS Investment Bank 2001 - 2003
Skills
Leveraged Finance, Investment Banking, Capital Markets, Underwriting, Syndications, Leveraged Lending, Portfolio Management, Credit Analysis, Debt & Equity Financing, LBO, Structured Finance, Financial Analysis, Financial Structuring, Corporate Finance, Private Equity, Debt Restructuring, Financial Modeling, Due Diligence, Legal Documents, Finance, Loans, Valuation, Mergers & Acquisitions, Credit, Investments, Financial Institutions, Equities, Banking, Fixed Income, Risk Management, Loan Origination, Middle Market
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
MBA, Business
U.S. Bank September 2013 - Present
GE Capital Markets, Inc. November 2003 - September 2013
UBS Investment Bank 2001 - 2003
Skills
Leveraged Finance, Investment Banking, Capital Markets, Underwriting, Syndications, Leveraged Lending, Portfolio Management, Credit Analysis, Debt & Equity Financing, LBO, Structured Finance, Financial Analysis, Financial Structuring, Corporate Finance, Private Equity, Debt Restructuring, Financial Modeling, Due Diligence, Legal Documents, Finance, Loans, Valuation, Mergers & Acquisitions, Credit, Investments, Financial Institutions, Equities, Banking, Fixed Income, Risk Management, Loan Origination, Middle Market
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
MBA, Business
Steven Shuman's UBS Investment Bank Experience September 2006 - Present
Job Developer at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank September 2006 - Present
SunGard 1998 - 2002
Skills
Derivatives, Trading Systems, Options, Electronic Trading, Back Office, Securities, Equity Derivatives, Investment Banking, Technical Analysis, Equities, Market Data, Commodity, Fixed Income, FX Options, Financial Markets, Capital Markets
Education
University of North Carolina at Chapel Hill 1994 — 1998
BA, Psychology
UBS Investment Bank September 2006 - Present
SunGard 1998 - 2002
Skills
Derivatives, Trading Systems, Options, Electronic Trading, Back Office, Securities, Equity Derivatives, Investment Banking, Technical Analysis, Equities, Market Data, Commodity, Fixed Income, FX Options, Financial Markets, Capital Markets
Education
University of North Carolina at Chapel Hill 1994 — 1998
BA, Psychology
Elisa Doctor's UBS Investment Bank Experience August 2004 - March 2007
Job Manager Derivative Operations at Davidson Kempner Capital Management
Industry Financial Services
Experience
Davidson Kempner Capital Management March 2011 - Present
Davidson Kempner Capital Management April 2008 - March 2011
UBS Investment Bank August 2004 - March 2007
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
MBA
University of North Carolina at Chapel Hill 2000 — 2004
BA, Psychology
Davidson Kempner Capital Management March 2011 - Present
Davidson Kempner Capital Management April 2008 - March 2011
UBS Investment Bank August 2004 - March 2007
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
MBA
University of North Carolina at Chapel Hill 2000 — 2004
BA, Psychology
Wes Ogburn, CFA's UBS Investment Bank Experience 2002 - 2006
Job Senior Institutional Sales Director, Hedge Fund Sales & Business Solutions at Columbia Threadneedle Investments, US
Industry Investment Management
Experience
Columbia Threadneedle Investments 2015 - Present
Union Point Advisors 2013 - 2015
Bank of America Merrill Lynch 2011 - 2013
Stanford Management Company 2006 - 2010
UBS Investment Bank 2002 - 2006
Lehman Brothers 2000 - 2001
Skills
Fixed Income, Investment Banking, Hedge Funds, Prime Brokerage, Alternative Investments, Portfolio Management, Banking, Sales Management, Relationship Management, Trusting Relationships, Real Estate, Chartered Financial...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
BS, Finance & Economics
Columbia Threadneedle Investments 2015 - Present
Union Point Advisors 2013 - 2015
Bank of America Merrill Lynch 2011 - 2013
Stanford Management Company 2006 - 2010
UBS Investment Bank 2002 - 2006
Lehman Brothers 2000 - 2001
Skills
Fixed Income, Investment Banking, Hedge Funds, Prime Brokerage, Alternative Investments, Portfolio Management, Banking, Sales Management, Relationship Management, Trusting Relationships, Real Estate, Chartered Financial...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
BS, Finance & Economics
Robert Don's UBS Investment Bank Experience September 1999 - Present
Job IT Risk & Control Specialist / IT Project Manager / IT BCM
Industry Investment Banking
Experience
UBS Investment Bank September 1999 - Present
MECA Software, L.L.C. April 1998 - September 1999
EXECUTONE Information Systems April 1996 - April 1998
Nordern Systems 1987 - April 1996
Skills
Trading Systems, Connectivity, Trading Applications, Production Support, Sybase, Unix, SQL, ITIL, Remedy, TIBCO, Solaris, Websphere, Futures, Options, Equity Trading, Equity Derivatives, Equities, FX trading, Fixed Income Trading, Oracle, Project Planning, Project Implementation, Project Coordination, TCP/IP, Client Communications, Client Acquisition, Windows, Microsoft Office, Operational Risk, PMO
Education
University of New Haven
M.S., Computer and Information Science
UBS Investment Bank September 1999 - Present
MECA Software, L.L.C. April 1998 - September 1999
EXECUTONE Information Systems April 1996 - April 1998
Nordern Systems 1987 - April 1996
Skills
Trading Systems, Connectivity, Trading Applications, Production Support, Sybase, Unix, SQL, ITIL, Remedy, TIBCO, Solaris, Websphere, Futures, Options, Equity Trading, Equity Derivatives, Equities, FX trading, Fixed Income Trading, Oracle, Project Planning, Project Implementation, Project Coordination, TCP/IP, Client Communications, Client Acquisition, Windows, Microsoft Office, Operational Risk, PMO
Education
University of New Haven
M.S., Computer and Information Science
Aidan Ryan's UBS Investment Bank Experience June 2006 - May 2008
Job Analyst at Red Mountain Capital
Industry Financial Services
Experience
Red Mountain Capital June 2013 - Present
JLL Partners January 2011 - June 2012
Kohlberg & Company June 2008 - January 2011
UBS Investment Bank June 2006 - May 2008
Skills
Private Equity, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Investment Banking, LBO, High Yield, Capital Markets, Hedge Funds, Mergers, Financial Analysis, Special Situations, Recapitalizations, Leveraged Finance, Venture Capital, Capital Structure, Equities, Deal Execution, Investments, Business Valuation, Corporate Development
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Finance & Accounting
Red Mountain Capital June 2013 - Present
JLL Partners January 2011 - June 2012
Kohlberg & Company June 2008 - January 2011
UBS Investment Bank June 2006 - May 2008
Skills
Private Equity, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Investment Banking, LBO, High Yield, Capital Markets, Hedge Funds, Mergers, Financial Analysis, Special Situations, Recapitalizations, Leveraged Finance, Venture Capital, Capital Structure, Equities, Deal Execution, Investments, Business Valuation, Corporate Development
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Finance & Accounting
Teresa Tsou's UBS Investment Bank Experience July 2007 - July 2011
Job President at Pipsnacks (Pipcorn)
Industry Food & Beverages
Experience
Pipsnacks LLC March 2015 - Present
Marvin Traub Associates March 2013 - March 2015
Morgan Stanley August 2011 - March 2013
UBS Investment Bank July 2007 - July 2011
Skills
Valuation, Investment Banking, Equities, Private Equity, Financial Modeling, Capital Markets, Bloomberg, Fixed Income, Emerging Markets, Hedge Funds
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
Bachelor of Business Administration (BBA), Accounting, Finance and Statistics
Pipsnacks LLC March 2015 - Present
Marvin Traub Associates March 2013 - March 2015
Morgan Stanley August 2011 - March 2013
UBS Investment Bank July 2007 - July 2011
Skills
Valuation, Investment Banking, Equities, Private Equity, Financial Modeling, Capital Markets, Bloomberg, Fixed Income, Emerging Markets, Hedge Funds
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
Bachelor of Business Administration (BBA), Accounting, Finance and Statistics
Mahendra Nepali's UBS Investment Bank Experience November 2011 - July 2014
Job Consultant at Stone Harbor Investment Partners
Industry Information Technology and Services
Experience
Stone Harbor Investment Partners August 2014 - Present
Ana-Data Consulting August 2011 - Present
UBS Investment Bank November 2011 - July 2014
Deutsche Bank November 2009 - August 2011
Oracle Financial Services Software Ltd May 2005 - August 2011
ISGN 2003 - 2005
Tata Infotech Limited February 2003 - September 2003
Etech Solutions Pvt Ltd September 2002 - January 2003
Silvertrek Educational Society June 2000 - September 2002
Skills
WCF, C#, IIS, ASP.NET AJAX, .NET, Software Development, WPF, Visual Studio, ASP.NET, Solution Architecture, Object Oriented Design, Web Services, Design Patterns, Agile Methodologies
Education
University of Mumbai 1996 — 2000
B.E., Electrical
Stone Harbor Investment Partners August 2014 - Present
Ana-Data Consulting August 2011 - Present
UBS Investment Bank November 2011 - July 2014
Deutsche Bank November 2009 - August 2011
Oracle Financial Services Software Ltd May 2005 - August 2011
ISGN 2003 - 2005
Tata Infotech Limited February 2003 - September 2003
Etech Solutions Pvt Ltd September 2002 - January 2003
Silvertrek Educational Society June 2000 - September 2002
Skills
WCF, C#, IIS, ASP.NET AJAX, .NET, Software Development, WPF, Visual Studio, ASP.NET, Solution Architecture, Object Oriented Design, Web Services, Design Patterns, Agile Methodologies
Education
University of Mumbai 1996 — 2000
B.E., Electrical
Lee Nussbaum's UBS Investment Bank Experience August 2010 - July 2012
Job Senior Associate at Trilantic Capital Partners
Industry Venture Capital & Private Equity
Experience
Trilantic Capital Partners July 2012 - Present
UBS Investment Bank August 2010 - July 2012
Guggenheim Partners November 2009 - August 2010
CSG Partners, LLC June 2009 - November 2009
Morgan Stanley June 2008 - August 2008
Stellar Management June 2007 - August 2007
Broadlawn Capital Partners, LLC June 2006 - August 2006
Skills
Trading, Equities, LBO, Investment Banking, Valuation, Financial Modeling, Mergers & Acquisitions, Capital Structure, Private Equity, Venture Capital, Leveraged Finance, Investment Management, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Bachelor, Business Administration; Finance
Trilantic Capital Partners July 2012 - Present
UBS Investment Bank August 2010 - July 2012
Guggenheim Partners November 2009 - August 2010
CSG Partners, LLC June 2009 - November 2009
Morgan Stanley June 2008 - August 2008
Stellar Management June 2007 - August 2007
Broadlawn Capital Partners, LLC June 2006 - August 2006
Skills
Trading, Equities, LBO, Investment Banking, Valuation, Financial Modeling, Mergers & Acquisitions, Capital Structure, Private Equity, Venture Capital, Leveraged Finance, Investment Management, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Bachelor, Business Administration; Finance
Evan Einstein's UBS Investment Bank Experience July 2012 - July 2014
Job Associate at Catterton
Industry Venture Capital & Private Equity
Experience
Catterton September 2014 - Present
UBS Investment Bank July 2012 - July 2014
UBS Investment Bank June 2011 - August 2011
AllianceBernstein June 2010 - August 2010
Alpha Epsilon Pi, Omega Deuteron Chapter May 2009 - April 2010
Stephen Einstein & Associates July 2005 - August 2009
Skills
Valuation, Investment Banking, Due Diligence
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
Bachelor, Business Administration, 3.84/4.0
Catterton September 2014 - Present
UBS Investment Bank July 2012 - July 2014
UBS Investment Bank June 2011 - August 2011
AllianceBernstein June 2010 - August 2010
Alpha Epsilon Pi, Omega Deuteron Chapter May 2009 - April 2010
Stephen Einstein & Associates July 2005 - August 2009
Skills
Valuation, Investment Banking, Due Diligence
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
Bachelor, Business Administration, 3.84/4.0
Marise De Souza's UBS Investment Bank Experience July 2000 - Present
Job
Industry Information Technology and Services
Experience
UBS Investment Bank July 2000 - Present
GE Capital May 1998 - July 2000
Hitachi Japan December 1996 - June 1997
Education
University of Mumbai
UBS Investment Bank July 2000 - Present
GE Capital May 1998 - July 2000
Hitachi Japan December 1996 - June 1997
Education
University of Mumbai
Chad Rigdon's UBS Investment Bank Experience June 2010 - August 2010
Job Vice President at Spring Capital Partners
Industry Venture Capital & Private Equity
Experience
Spring Capital Partners September 2014 - Present
Spring Capital Partners August 2011 - September 2014
UBS Investment Bank June 2010 - August 2010
Maryland Capital Management, LLC December 2005 - August 2009
Cambridge Associates March 2005 - December 2005
Ferris Baker, Watts December 2004 - March 2005
Skills
Private Equity, Valuation, LBO, Corporate Finance, Financial Modeling, Corporate Development, Bloomberg, Due Diligence, Leveraged Finance, Investment Banking, Equity Research, DCF, M&A experience
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA
University of North Carolina at Chapel Hill 2001 — 2004
BA, Economics, Public Policy
Spring Capital Partners September 2014 - Present
Spring Capital Partners August 2011 - September 2014
UBS Investment Bank June 2010 - August 2010
Maryland Capital Management, LLC December 2005 - August 2009
Cambridge Associates March 2005 - December 2005
Ferris Baker, Watts December 2004 - March 2005
Skills
Private Equity, Valuation, LBO, Corporate Finance, Financial Modeling, Corporate Development, Bloomberg, Due Diligence, Leveraged Finance, Investment Banking, Equity Research, DCF, M&A experience
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA
University of North Carolina at Chapel Hill 2001 — 2004
BA, Economics, Public Policy
Bob Dinerstein's UBS Investment Bank Experience 1991 - 2006
Job Chairman, Veracity Worldwide, a strategic risk advisory firm for companies doing business in emerging markets
Industry International Affairs
Experience
Veracity Worldwide 2010 - Present
Crossbow Ventures, Inc. 2006 - 2011
Greenberg Traurig PA 2006 - 2008
UBS Investment Bank 1991 - 2006
UBS 1999 - 2004
Skills
Securities, Financial Institutions, Venture Capital, Capital Markets, Due Diligence, Corporate Governance, Emerging Markets, Investment Banking, Structured Finance, Hedge Funds, Private Equity, Restructuring, Mergers & Acquisitions, Risk Management, Strategic Planning, Strategy, Investments, Management Consulting, Management, Financial Services
Education
University of Michigan Law School 1963 — 1966
JD, Law
Harvard College, University of Michigan Law School
Veracity Worldwide 2010 - Present
Crossbow Ventures, Inc. 2006 - 2011
Greenberg Traurig PA 2006 - 2008
UBS Investment Bank 1991 - 2006
UBS 1999 - 2004
Skills
Securities, Financial Institutions, Venture Capital, Capital Markets, Due Diligence, Corporate Governance, Emerging Markets, Investment Banking, Structured Finance, Hedge Funds, Private Equity, Restructuring, Mergers & Acquisitions, Risk Management, Strategic Planning, Strategy, Investments, Management Consulting, Management, Financial Services
Education
University of Michigan Law School 1963 — 1966
JD, Law
Harvard College, University of Michigan Law School
Tom Archie's UBS Investment Bank Experience April 2000 - August 2005
Job Managing Director at Kayne Anderson
Industry Financial Services
Experience
Kayne Anderson Capital Advisors October 2009 - Present
Guggenheim Partners September 2005 - October 2009
UBS Investment Bank April 2000 - August 2005
First Union 1995 - 1997
Skills
Leveraged Finance, Finance, Mezzanine, Alternative Investments, Investment Banking, Fixed Income, Due Diligence, Middle Market, Financial Modeling
Education
University of North Carolina at Chapel Hill 1990 — 1994
BA, Latin American Studies, Political Science
Kayne Anderson Capital Advisors October 2009 - Present
Guggenheim Partners September 2005 - October 2009
UBS Investment Bank April 2000 - August 2005
First Union 1995 - 1997
Skills
Leveraged Finance, Finance, Mezzanine, Alternative Investments, Investment Banking, Fixed Income, Due Diligence, Middle Market, Financial Modeling
Education
University of North Carolina at Chapel Hill 1990 — 1994
BA, Latin American Studies, Political Science
Steven Bold's UBS Investment Bank Experience July 2010 - August 2012
Job Associate at AEA Investors LP
Industry Investment Banking
Experience
AEA Investors LP September 2012 - Present
UBS Investment Bank July 2010 - August 2012
Regiment Capital Advisors June 2009 - August 2009
FBR June 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Valuation, LBO, Bloomberg, Fixed Income, Corporate Finance, Capital Markets, Due Diligence, Financial Analysis, Leveraged Finance
Education
University of Notre Dame 2006 — 2010
B.S., Physics
AEA Investors LP September 2012 - Present
UBS Investment Bank July 2010 - August 2012
Regiment Capital Advisors June 2009 - August 2009
FBR June 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Valuation, LBO, Bloomberg, Fixed Income, Corporate Finance, Capital Markets, Due Diligence, Financial Analysis, Leveraged Finance
Education
University of Notre Dame 2006 — 2010
B.S., Physics
Ralph Zirinsky's UBS Investment Bank Experience 2010 - 2012
Job Development Manager at Red Apple Real Estate
Industry Real Estate
Experience
Red Apple Real Estate 2014 - Present
Real Estate Investment / Development 2013 - 2013
UBS Investment Bank 2010 - 2012
Newmark Grubb Knight Frank 2005 - 2008
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
Master of Business Administration (MBA), Finance and Real Estate
Bucknell University 2001 — 2005
Bachelor of Business Administration (BBA), Accounting
Red Apple Real Estate 2014 - Present
Real Estate Investment / Development 2013 - 2013
UBS Investment Bank 2010 - 2012
Newmark Grubb Knight Frank 2005 - 2008
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
Master of Business Administration (MBA), Finance and Real Estate
Bucknell University 2001 — 2005
Bachelor of Business Administration (BBA), Accounting
Daisy Kansakar's UBS Investment Bank Experience January 2007 - July 2007
Job Senior Consultant at Capco
Industry Investment Banking
Experience
Capco February 2014 - Present
Citigroup September 2011 - January 2014
Credit Suisse AG July 2007 - September 2011
UBS Investment Bank January 2007 - July 2007
Skills
Derivatives, Project Management, Risk Management, Regulatory Reporting, MIS Reporting, Strategic Planning, Analysis, FX Options, Swaps, Settlement, Dodd-Frank, Regulatory Policy, Trading, Finance, Credit, Options, Change Management, CDS, Financial Services, Investment Banking, Cross-cultural..., Cross-functional Team..., Financial Analysis, Strategic Initiatives
Education
University of New Haven 2005 — 2006
MBA, GPA 3.81/4.00
Capco February 2014 - Present
Citigroup September 2011 - January 2014
Credit Suisse AG July 2007 - September 2011
UBS Investment Bank January 2007 - July 2007
Skills
Derivatives, Project Management, Risk Management, Regulatory Reporting, MIS Reporting, Strategic Planning, Analysis, FX Options, Swaps, Settlement, Dodd-Frank, Regulatory Policy, Trading, Finance, Credit, Options, Change Management, CDS, Financial Services, Investment Banking, Cross-cultural..., Cross-functional Team..., Financial Analysis, Strategic Initiatives
Education
University of New Haven 2005 — 2006
MBA, GPA 3.81/4.00
Bryan Yip's UBS Investment Bank Experience 2010 - 2011
Job
Industry Computer Software
Experience
Munchery 2015 - Present
Advent Software 2013 - 2015
Qatalyst Partners 2011 - 2013
UBS Investment Bank 2010 - 2011
Education
University of Michigan
BA, Economics
University of Michigan - Stephen M. Ross School of Business
BBA
Munchery 2015 - Present
Advent Software 2013 - 2015
Qatalyst Partners 2011 - 2013
UBS Investment Bank 2010 - 2011
Education
University of Michigan
BA, Economics
University of Michigan - Stephen M. Ross School of Business
BBA
Stephan Jung's UBS Investment Bank Experience May 2004 - February 2009
Job Fixed Income at Cambridge International Securities
Industry Financial Services
Experience
Cambridge International Securities August 2011 - Present
Aladdin Capital February 2009 - July 2011
UBS Investment Bank May 2004 - February 2009
UBS Germany March 1999 - May 2004
Lehman Brothers Europe March 1991 - March 1999
Skills
Trading, Capital Markets, Funding, Derivatives, Credit, Fixed Income, Bonds, Hedge Funds, Financial Markets, Bloomberg, Credit Derivatives, Structured Products
Education
University of Nevada Las Vegas Lee Business School
Bachelor, Business/ Finance & Minor in Philosophy
Cambridge International Securities August 2011 - Present
Aladdin Capital February 2009 - July 2011
UBS Investment Bank May 2004 - February 2009
UBS Germany March 1999 - May 2004
Lehman Brothers Europe March 1991 - March 1999
Skills
Trading, Capital Markets, Funding, Derivatives, Credit, Fixed Income, Bonds, Hedge Funds, Financial Markets, Bloomberg, Credit Derivatives, Structured Products
Education
University of Nevada Las Vegas Lee Business School
Bachelor, Business/ Finance & Minor in Philosophy
Dan Arlotta's UBS Investment Bank Experience June 2009 - August 2009
Job Assistant Vice President at Garnet Capital Advisors
Industry Financial Services
Experience
Garnet Capital Advisors February 2013 - Present
MF Global June 2011 - April 2012
BTIG June 2010 - August 2010
UBS Investment Bank June 2009 - August 2009
Skills
Portfolio Management, Trading, Capital Markets, Equities
Education
UNC Chapel Hill 2008 — 2012
BA, Economics, Political Science
HHS
Garnet Capital Advisors February 2013 - Present
MF Global June 2011 - April 2012
BTIG June 2010 - August 2010
UBS Investment Bank June 2009 - August 2009
Skills
Portfolio Management, Trading, Capital Markets, Equities
Education
UNC Chapel Hill 2008 — 2012
BA, Economics, Political Science
HHS
Julie Schubiner's UBS Investment Bank Experience July 2012 - June 2014
Job Associate at Investcorp
Industry Venture Capital & Private Equity
Experience
Investcorp July 2014 - Present
UBS Investment Bank July 2012 - June 2014
UBS Investment Bank June 2011 - August 2011
Carbon Credit Capital June 2010 - August 2010
Clean Water Action September 2009 - December 2009
Munder Capital Management May 2009 - June 2009
Munder Capital Management May 2008 - June 2008
Education
University of Michigan 2008 — 2012
Minor
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration
Investcorp July 2014 - Present
UBS Investment Bank July 2012 - June 2014
UBS Investment Bank June 2011 - August 2011
Carbon Credit Capital June 2010 - August 2010
Clean Water Action September 2009 - December 2009
Munder Capital Management May 2009 - June 2009
Munder Capital Management May 2008 - June 2008
Education
University of Michigan 2008 — 2012
Minor
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration
Damian M. Karas's UBS Investment Bank Experience November 2014 - Present
Job Equity Research Electrical Equipment & MultiIndustry at UBS Investment Bank
Industry Capital Markets
Experience
UBS Investment Bank November 2014 - Present
Nomura Securities June 2013 - November 2014
Barclays Capital June 2011 - May 2013
Deutsche Bank June 2010 - August 2010
Pace Global Energy Services June 2006 - August 2009
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA
University of Notre Dame 2002 — 2006
BA
UBS Investment Bank November 2014 - Present
Nomura Securities June 2013 - November 2014
Barclays Capital June 2011 - May 2013
Deutsche Bank June 2010 - August 2010
Pace Global Energy Services June 2006 - August 2009
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA
University of Notre Dame 2002 — 2006
BA
JC Kim's UBS Investment Bank Experience 1995 - 1998
Job Experienced Investment Professional, CFA
Industry Financial Services
Experience
Korea Investment & Securities Co., Ltd 2001 - 2003
ICOLS 1999 - 2001
UBS Investment Bank 1995 - 1998
BZW (Barclays de Zoete Wedd) 1993 - 1995
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1985 — 1987
MBA, Finance
Korea Investment & Securities Co., Ltd 2001 - 2003
ICOLS 1999 - 2001
UBS Investment Bank 1995 - 1998
BZW (Barclays de Zoete Wedd) 1993 - 1995
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1985 — 1987
MBA, Finance
Talib Fakhri's UBS Investment Bank Experience June 2003 - June 2005
Job International Trading Company
Industry Import and Export
Experience
International Trading Company August 2009 - Present
Developments in Literacy USA June 2003 - Present
Apollo Global Management LLC June 2005 - July 2009
UBS Investment Bank June 2003 - June 2005
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2003
BBA, Accounting and Finance
International Trading Company August 2009 - Present
Developments in Literacy USA June 2003 - Present
Apollo Global Management LLC June 2005 - July 2009
UBS Investment Bank June 2003 - June 2005
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2003
BBA, Accounting and Finance
Gary Mislick's UBS Investment Bank Experience June 2007 - October 2009
Job Business Professional Administration & Support
Industry Executive Office
Experience
UBS Investment Bank June 2007 - October 2009
UBS Investment Bank June 2002 - June 2007
UBS Investment Bank April 2000 - June 2002
Deloitte & Touche LLP (Resources Connection Group) August 1998 - April 2000
Skills
Risk Management, Budgets, Project Management, Training, Accounting, Leadership, Time Management, Event Planning, Investment Banking, Management, Administrative..., Microsoft Office, Due Diligence, Strategic Planning, Hedge Funds
Education
University of Nevada-Las Vegas
University of New Haven
UBS Investment Bank June 2007 - October 2009
UBS Investment Bank June 2002 - June 2007
UBS Investment Bank April 2000 - June 2002
Deloitte & Touche LLP (Resources Connection Group) August 1998 - April 2000
Skills
Risk Management, Budgets, Project Management, Training, Accounting, Leadership, Time Management, Event Planning, Investment Banking, Management, Administrative..., Microsoft Office, Due Diligence, Strategic Planning, Hedge Funds
Education
University of Nevada-Las Vegas
University of New Haven
James Flaherty's UBS Investment Bank Experience May 2006 - August 2006
Job Vice President at BDT Capital Partners
Industry Financial Services
Experience
BDT Capital Partners September 2015 - Present
Credit Suisse January 2014 - August 2015
Credit Suisse July 2010 - December 2013
Credit Suisse July 2007 - June 2010
UBS Investment Bank May 2006 - August 2006
Deloitte June 2005 - August 2005
Education
University of Notre Dame - Mendoza College of Business 2006 — 2007
MS, Accountancy
University of Notre Dame 2002 — 2006
BBA, Accountancy
Loyola High School of Los Angeles 1998 — 2002
BDT Capital Partners September 2015 - Present
Credit Suisse January 2014 - August 2015
Credit Suisse July 2010 - December 2013
Credit Suisse July 2007 - June 2010
UBS Investment Bank May 2006 - August 2006
Deloitte June 2005 - August 2005
Education
University of Notre Dame - Mendoza College of Business 2006 — 2007
MS, Accountancy
University of Notre Dame 2002 — 2006
BBA, Accountancy
Loyola High School of Los Angeles 1998 — 2002
Erin Nothwang's UBS Investment Bank Experience December 2008 - June 2011
Job MBA Graduate at University of Michigan Stephen M. Ross School of Business
Industry Financial Services
Experience
Ford Motor Company May 2012 - August 2012
UBS Investment Bank December 2008 - June 2011
UBS Investment Bank June 2007 - December 2008
UBS Investment Bank April 2006 - June 2007
Skills
Analytics, Mergers & Acquisitions, Competitive Analysis, Trading, Fixed Income, Emerging Markets, Strategy, Capital Markets, Risk Management, Finance, Derivatives, Financial Analysis, Equities, Relationship Management, Data Analysis, Corporate Finance, Treasury, Financial Services, Economics, Securities, Quantitative Analytics
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration (MBA)
Skidmore College 2001 — 2005
Bachelor of Arts (B.A.)
Ford Motor Company May 2012 - August 2012
UBS Investment Bank December 2008 - June 2011
UBS Investment Bank June 2007 - December 2008
UBS Investment Bank April 2006 - June 2007
Skills
Analytics, Mergers & Acquisitions, Competitive Analysis, Trading, Fixed Income, Emerging Markets, Strategy, Capital Markets, Risk Management, Finance, Derivatives, Financial Analysis, Equities, Relationship Management, Data Analysis, Corporate Finance, Treasury, Financial Services, Economics, Securities, Quantitative Analytics
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration (MBA)
Skidmore College 2001 — 2005
Bachelor of Arts (B.A.)
Ananta Mulmi's UBS Investment Bank Experience
Job Associate Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank
Skills
Structured Products, Investment Banking, Equity Derivatives
Education
University of New Haven
UBS Investment Bank
Skills
Structured Products, Investment Banking, Equity Derivatives
Education
University of New Haven
Evan Azus's UBS Investment Bank Experience July 2009 - June 2011
Job Associate at CI Capital Partners
Industry Venture Capital & Private Equity
Experience
CI Capital Partners January 2014 - Present
Greenbriar Equity Group August 2011 - October 2013
UBS Investment Bank July 2009 - June 2011
UBS Investment Bank June 2008 - August 2008
Joseph G. Kemp, CPA 2004 - 2007
Skills
Private Equity, LBO, Investment Banking, Financial Modeling, Valuation, Leveraged Finance
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
University of Michigan 2005 — 2006
College of Literature, Science, and the Arts
CI Capital Partners January 2014 - Present
Greenbriar Equity Group August 2011 - October 2013
UBS Investment Bank July 2009 - June 2011
UBS Investment Bank June 2008 - August 2008
Joseph G. Kemp, CPA 2004 - 2007
Skills
Private Equity, LBO, Investment Banking, Financial Modeling, Valuation, Leveraged Finance
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
University of Michigan 2005 — 2006
College of Literature, Science, and the Arts
Kevin Weir's UBS Investment Bank Experience
Job Sales Trader at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank
Skills
Bloomberg, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Investment Banking, Investments, Securities, Series 7, Trading Systems
Education
University of North Carolina at Charlotte 1993 — 1996
Bachelor of Arts (BA), History
UBS Investment Bank
Skills
Bloomberg, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Investment Banking, Investments, Securities, Series 7, Trading Systems
Education
University of North Carolina at Charlotte 1993 — 1996
Bachelor of Arts (BA), History