UBS Investment Bank
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UBS Investment Bank Employees
Employee
Years
Job
Industry
Mike Saeks Mike Saeks's UBS Investment Bank Experience March 2015 - Present
Job Investment Banking Analyst at UBS
Industry Investment Banking
Experience
UBS Investment Bank March 2015 - Present
Houlihan Lokey July 2014 - March 2015
University of Oregon Investment Group June 2013 - July 2014
Amazon June 2013 - December 2013
Services for Student Athletes, University of Oregon July 2012 - April 2013
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Valuation, Data Analysis, Financial Reporting, Accounting
Education
University of Oregon - Charles H. Lundquist College of Business 2011 — 2014
Bachelor of Science (B.S.), Finance; Minor in Economics
UBS Investment Bank March 2015 - Present
Houlihan Lokey July 2014 - March 2015
University of Oregon Investment Group June 2013 - July 2014
Amazon June 2013 - December 2013
Services for Student Athletes, University of Oregon July 2012 - April 2013
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Valuation, Data Analysis, Financial Reporting, Accounting
Education
University of Oregon - Charles H. Lundquist College of Business 2011 — 2014
Bachelor of Science (B.S.), Finance; Minor in Economics
Colin Bourdin Colin Bourdin's UBS Investment Bank Experience June 2013 - August 2013
Job Investment Banking Analyst at Citigroup
Industry Investment Banking
Experience
Citi June 2014 - Present
University of Oregon Investment Group May 2013 - June 2014
UBS Investment Bank June 2013 - August 2013
University of Oregon Investment Group October 2012 - May 2013
Morgan Stanley Wealth Management June 2012 - September 2012
University of Oregon Motion Analysis Laboratory October 2011 - March 2012
Kaiser Permanente June 2011 - September 2011
Skills
Valuation, Financial Modeling, Portfolio Management, Asset Allocation, Strategic Financial..., Factset, Business Development, Investments, Finance, Investment Banking, Due Diligence, Mergers & Acquisitions, Analysis, Equities, Corporate Finance, Fixed Income, Financial Planning, Networking
Education
University of Oregon - Charles H. Lundquist College of Business 2010 — 2014
Bachelor of Science (B.S.), Finance
Citi June 2014 - Present
University of Oregon Investment Group May 2013 - June 2014
UBS Investment Bank June 2013 - August 2013
University of Oregon Investment Group October 2012 - May 2013
Morgan Stanley Wealth Management June 2012 - September 2012
University of Oregon Motion Analysis Laboratory October 2011 - March 2012
Kaiser Permanente June 2011 - September 2011
Skills
Valuation, Financial Modeling, Portfolio Management, Asset Allocation, Strategic Financial..., Factset, Business Development, Investments, Finance, Investment Banking, Due Diligence, Mergers & Acquisitions, Analysis, Equities, Corporate Finance, Fixed Income, Financial Planning, Networking
Education
University of Oregon - Charles H. Lundquist College of Business 2010 — 2014
Bachelor of Science (B.S.), Finance
Jonathan Shannon Jonathan Shannon's UBS Investment Bank Experience August 2012 - July 2013
Job Executive Director, ACO Operations Georgia at Universal American
Industry Hospital & Health Care
Experience
Universal American July 2013 - Present
UBS Investment Bank August 2012 - July 2013
Wharton Business School, University of Pennsylvania August 2010 - August 2012
UBS Investment Bank June 2011 - August 2011
Booz & Company September 2007 - June 2010
PA Consulting Group June 2007 - August 2007
Novartis June 2006 - August 2006
Skills
Financial Modeling, Valuation, Management Consulting, Strategy, Business Strategy, Corporate Finance, Mergers, Management, Strategic Planning, Mergers & Acquisitions, Healthcare, Project Planning, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Health Care Management and Accounting
University of Pennsylvania 2003 — 2007
BA, International Relations & Germanic Studies
Universal American July 2013 - Present
UBS Investment Bank August 2012 - July 2013
Wharton Business School, University of Pennsylvania August 2010 - August 2012
UBS Investment Bank June 2011 - August 2011
Booz & Company September 2007 - June 2010
PA Consulting Group June 2007 - August 2007
Novartis June 2006 - August 2006
Skills
Financial Modeling, Valuation, Management Consulting, Strategy, Business Strategy, Corporate Finance, Mergers, Management, Strategic Planning, Mergers & Acquisitions, Healthcare, Project Planning, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Health Care Management and Accounting
University of Pennsylvania 2003 — 2007
BA, International Relations & Germanic Studies
Kellen Xu Kellen Xu's UBS Investment Bank Experience July 2011 - April 2012
Job Business Development
Industry Consumer Goods
Experience
Wink, Inc. June 2014 - Present
Quirky.com April 2013 - June 2014
J.P. Morgan April 2012 - February 2013
UBS Investment Bank July 2011 - April 2012
Morgan Stanley July 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Accounting, Leadership, Time Management, Windows, Team Leadership, Customer Service, Start-ups, Equity Capital Markets, Investment Banking, Business Development, Management, International Sales, Valuation, Sales, International Business, Business Strategy, Strategic Planning, Corporate Finance, Financial Modeling, Strategic Thinking
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts (B.A.), Psychology
Wharton School, University of Pennsylvania 2007 — 2011
Bachelor of Science in Economics, Finance
Wink, Inc. June 2014 - Present
Quirky.com April 2013 - June 2014
J.P. Morgan April 2012 - February 2013
UBS Investment Bank July 2011 - April 2012
Morgan Stanley July 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Accounting, Leadership, Time Management, Windows, Team Leadership, Customer Service, Start-ups, Equity Capital Markets, Investment Banking, Business Development, Management, International Sales, Valuation, Sales, International Business, Business Strategy, Strategic Planning, Corporate Finance, Financial Modeling, Strategic Thinking
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts (B.A.), Psychology
Wharton School, University of Pennsylvania 2007 — 2011
Bachelor of Science in Economics, Finance
John Murphy's UBS Investment Bank Experience March 2010 - June 2013
Job Principal, John Murphy & Associates, P.C.
Industry Law Practice
Experience
John Murphy & Associates July 2013 - Present
Mason Hayes & Curran July 2013 - Present
UBS Investment Bank March 2010 - June 2013
Linklaters November 2006 - October 2010
White & Case September 2002 - October 2006
New York County District Attorney's Office 1997 - 1999
Skills
Commercial Litigation, Internal Investigations, Regulatory Affairs, Immigration Law, White Collar Criminal..., Legal Discovery, Corporate Counseling, Legal Assistance, Structured Finance, Litigation, Capital Markets, Securities, Corporate Law, Legal Advice, Securities Regulation, Private Equity, Legal Research, Bankruptcy, Dispute Resolution, Intellectual Property, Corporate Governance, Legal Writing, Due Diligence, Derivatives, Mediation, International Law, Mergers & Acquisitions, Banking
Education
University of Notre Dame Law School 1999 — 2002
Doctor of Law (JD)
Mercyhurst University 1993 — 1997
Bachelor of Arts (B.A.), History, Cum Laude
Good Counsel New Ross 1990 — 1993
High School, Leaving Cert
Ramsgrange Community Secondary School 1988 — 1990
Intermediate Cert
John Murphy & Associates July 2013 - Present
Mason Hayes & Curran July 2013 - Present
UBS Investment Bank March 2010 - June 2013
Linklaters November 2006 - October 2010
White & Case September 2002 - October 2006
New York County District Attorney's Office 1997 - 1999
Skills
Commercial Litigation, Internal Investigations, Regulatory Affairs, Immigration Law, White Collar Criminal..., Legal Discovery, Corporate Counseling, Legal Assistance, Structured Finance, Litigation, Capital Markets, Securities, Corporate Law, Legal Advice, Securities Regulation, Private Equity, Legal Research, Bankruptcy, Dispute Resolution, Intellectual Property, Corporate Governance, Legal Writing, Due Diligence, Derivatives, Mediation, International Law, Mergers & Acquisitions, Banking
Education
University of Notre Dame Law School 1999 — 2002
Doctor of Law (JD)
Mercyhurst University 1993 — 1997
Bachelor of Arts (B.A.), History, Cum Laude
Good Counsel New Ross 1990 — 1993
High School, Leaving Cert
Ramsgrange Community Secondary School 1988 — 1990
Intermediate Cert
Michael Ottavi-Brannon's UBS Investment Bank Experience July 2011 - September 2012
Job CoFounder, Head of Product at Harvst
Industry Consumer Services
Experience
Harvst April 2015 - Present
Blue Shell Games June 2014 - April 2015
Kabam July 2013 - June 2014
Kabam January 2013 - July 2013
UBS Investment Bank July 2011 - September 2012
Hermes September 2010 - April 2012
Street Solutions, Inc. June 2010 - August 2010
Orthopedic Sciences, Inc. May 2009 - August 2009
Skills
Analytics, Product Management, Entrepreneurship, JavaScript, Web Development, Design, Valuation, Mobile Applications, Mergers & Acquisitions, Financial Modeling, Product Development, Start-ups, Strategy, Analysis, Data Analysis, Business Strategy, Investment Banking, Competitive Analysis, Market Research, Corporate Finance, Web Design, Ruby on Rails
Education
University of Pennsylvania 2007 — 2011
BSE, Systems Engineering
Harvard-Westlake 2004 — 2007
Harvst April 2015 - Present
Blue Shell Games June 2014 - April 2015
Kabam July 2013 - June 2014
Kabam January 2013 - July 2013
UBS Investment Bank July 2011 - September 2012
Hermes September 2010 - April 2012
Street Solutions, Inc. June 2010 - August 2010
Orthopedic Sciences, Inc. May 2009 - August 2009
Skills
Analytics, Product Management, Entrepreneurship, JavaScript, Web Development, Design, Valuation, Mobile Applications, Mergers & Acquisitions, Financial Modeling, Product Development, Start-ups, Strategy, Analysis, Data Analysis, Business Strategy, Investment Banking, Competitive Analysis, Market Research, Corporate Finance, Web Design, Ruby on Rails
Education
University of Pennsylvania 2007 — 2011
BSE, Systems Engineering
Harvard-Westlake 2004 — 2007
Jeana Curro's UBS Investment Bank Experience 2004 - 2010
Job Director, Agency MBS Strategy at Deutsche Bank
Industry Research
Experience
Deutsche Bank January 2015 - Present
RBS Markets and International Banking June 2014 - December 2014
RBS Markets & International Banking 2010 - June 2014
UBS Investment Bank 2004 - 2010
Skills
Strategy, Fixed Income, Structured Products, MBS, Securitization, Derivatives, Credit Derivatives, Investment Banking, Capital Markets, Bloomberg, Bonds, Valuation, Hedge Funds, Trading, Portfolio Management
Education
University of Pennsylvania 2000 — 2004
Bachelor of Arts (B.A.), Mathematics
Deutsche Bank January 2015 - Present
RBS Markets and International Banking June 2014 - December 2014
RBS Markets & International Banking 2010 - June 2014
UBS Investment Bank 2004 - 2010
Skills
Strategy, Fixed Income, Structured Products, MBS, Securitization, Derivatives, Credit Derivatives, Investment Banking, Capital Markets, Bloomberg, Bonds, Valuation, Hedge Funds, Trading, Portfolio Management
Education
University of Pennsylvania 2000 — 2004
Bachelor of Arts (B.A.), Mathematics
Shoji Ueki Shoji Ueki's UBS Investment Bank Experience June 2005 - August 2005
Job Growth at OrderAhead
Industry Internet
Experience
OrderAhead February 2015 - Present
Kiwi, Inc. July 2014 - February 2015
Kiwi, Inc. July 2013 - June 2014
Kiwi, Inc. October 2012 - December 2012
LinkedIn June 2012 - August 2012
Veritat Advisors January 2012 - May 2012
Bridgewater Associates December 2008 - July 2011
Oliver Wyman August 2006 - December 2008
UBS Investment Bank June 2005 - August 2005
Northrop Grumman May 2004 - August 2004
Skills
Start-ups, Management Consulting, Business Strategy, Data Analysis, Marketing Strategy, Asset Allocation, Modeling, Growth, Analytics, User Acquisition, Fixed Income, Portfolio Management, Business Development, Strategy, Entrepreneurship
Education
The Wharton School, University of Pennsylvania 2011 — 2013
MBA, Entrepreneurial Management, Marketing and Operations
University of Pennsylvania 2002 — 2006
B.S. Systems Engineering / B.S. Economics (Finance Concentration)
Torrance High School 1998 — 2002
High School Diploma
OrderAhead February 2015 - Present
Kiwi, Inc. July 2014 - February 2015
Kiwi, Inc. July 2013 - June 2014
Kiwi, Inc. October 2012 - December 2012
LinkedIn June 2012 - August 2012
Veritat Advisors January 2012 - May 2012
Bridgewater Associates December 2008 - July 2011
Oliver Wyman August 2006 - December 2008
UBS Investment Bank June 2005 - August 2005
Northrop Grumman May 2004 - August 2004
Skills
Start-ups, Management Consulting, Business Strategy, Data Analysis, Marketing Strategy, Asset Allocation, Modeling, Growth, Analytics, User Acquisition, Fixed Income, Portfolio Management, Business Development, Strategy, Entrepreneurship
Education
The Wharton School, University of Pennsylvania 2011 — 2013
MBA, Entrepreneurial Management, Marketing and Operations
University of Pennsylvania 2002 — 2006
B.S. Systems Engineering / B.S. Economics (Finance Concentration)
Torrance High School 1998 — 2002
High School Diploma
Jaimee Michaud Jaimee Michaud's UBS Investment Bank Experience April 2007 - July 2008
Job Director of Analytics at Shutterfly
Industry Consumer Services
Experience
Shutterfly April 2011 - Present
ProCure Treatment Centers July 2008 - April 2011
UBS Investment Bank April 2007 - July 2008
CIBC World Markets 2005 - 2007
Education
University of Pennsylvania 2001 — 2005
Bachelor of Science in Economics, Finance
Northfield Mount Hermon 1997 — 2001
Shutterfly April 2011 - Present
ProCure Treatment Centers July 2008 - April 2011
UBS Investment Bank April 2007 - July 2008
CIBC World Markets 2005 - 2007
Education
University of Pennsylvania 2001 — 2005
Bachelor of Science in Economics, Finance
Northfield Mount Hermon 1997 — 2001
Eduardo Mayoral Eduardo Mayoral's UBS Investment Bank Experience March 2014 - May 2015
Job LatAm Associate Bank of America Merill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch June 2015 - Present
UBS Investment Bank March 2014 - May 2015
UBS Investment Bank July 2011 - March 2014
UBS June 2010 - August 2010
Skills
Investment Banking, Mergers & Acquisitions, Financial Modeling, Equities, Financial Analysis, Capital Markets, Fixed Income, Bloomberg, Corporate Finance, Valuation, Emerging Markets, Due Diligence
Education
University of Pennsylvania - The Wharton School 2007 — 2011
University of Pennsylvania
Bank of America Merrill Lynch June 2015 - Present
UBS Investment Bank March 2014 - May 2015
UBS Investment Bank July 2011 - March 2014
UBS June 2010 - August 2010
Skills
Investment Banking, Mergers & Acquisitions, Financial Modeling, Equities, Financial Analysis, Capital Markets, Fixed Income, Bloomberg, Corporate Finance, Valuation, Emerging Markets, Due Diligence
Education
University of Pennsylvania - The Wharton School 2007 — 2011
University of Pennsylvania
Sean Gallagher Sean Gallagher's UBS Investment Bank Experience September 2011 - November 2012
Job Chief Financial Officer at International Raw Materials Ltd.
Industry Chemicals
Experience
International Raw Materials Ltd. June 2013 - Present
GBH Advisors LLC December 2012 - June 2013
UBS Investment Bank September 2011 - November 2012
Bank of America Merrill Lynch Invesment Banking January 2009 - September 2011
Merrill Lynch Investment Banking August 2001 - December 2008
International Raw Materials Ltd. August 1994 - August 1999
Skills
High Yield, LBO, Alternative Investments, Fixed Income, Hedge Funds, Capital Markets, Equities, Securitization, Emerging Markets, Structured Finance, Private Equity, Financial Structuring, Valuation, Mergers & Acquisitions, Finance, Due Diligence, Financial Modeling, Trading, IPO, Bonds, Investments, Derivatives, Corporate Finance, Credit Analysis, Leveraged Finance, Venture Capital, Bloomberg, CFOs, Investment Banking, Treasury
Education
Yale University - Yale School of Management 1999 — 2001
MBA, Finance and Strategy
University of Pennsylvania 1991 — 1994
BA, Economics, Classical Studies
Delbarton School
International Raw Materials Ltd. June 2013 - Present
GBH Advisors LLC December 2012 - June 2013
UBS Investment Bank September 2011 - November 2012
Bank of America Merrill Lynch Invesment Banking January 2009 - September 2011
Merrill Lynch Investment Banking August 2001 - December 2008
International Raw Materials Ltd. August 1994 - August 1999
Skills
High Yield, LBO, Alternative Investments, Fixed Income, Hedge Funds, Capital Markets, Equities, Securitization, Emerging Markets, Structured Finance, Private Equity, Financial Structuring, Valuation, Mergers & Acquisitions, Finance, Due Diligence, Financial Modeling, Trading, IPO, Bonds, Investments, Derivatives, Corporate Finance, Credit Analysis, Leveraged Finance, Venture Capital, Bloomberg, CFOs, Investment Banking, Treasury
Education
Yale University - Yale School of Management 1999 — 2001
MBA, Finance and Strategy
University of Pennsylvania 1991 — 1994
BA, Economics, Classical Studies
Delbarton School
Linling Tao Linling Tao's UBS Investment Bank Experience 2007 - 2009
Job Vice President of Marketing at InsideHook
Industry Internet
Experience
InsideHook 2011 - Present
Providence Equity Capital Markets 2010 - 2011
UBS Investment Bank 2007 - 2009
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Development, Due Diligence, Leveraged Finance, Corporate Finance, Investments
Education
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science (BS), Finance and Management
University of Pennsylvania 2003 — 2007
Bachelor of Arts (B.A.), International/Global Studies
InsideHook 2011 - Present
Providence Equity Capital Markets 2010 - 2011
UBS Investment Bank 2007 - 2009
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Development, Due Diligence, Leveraged Finance, Corporate Finance, Investments
Education
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science (BS), Finance and Management
University of Pennsylvania 2003 — 2007
Bachelor of Arts (B.A.), International/Global Studies
David Derr David Derr's UBS Investment Bank Experience June 2010 - November 2012
Job Research Analyst at ParFour Investment Management
Industry Financial Services
Experience
Par-Four Investment Management December 2012 - Present
UBS Investment Bank June 2010 - November 2012
UBS Investment Bank June 2010 - August 2010
Micro-Coax, Inc. July 2006 - August 2009
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
MBA, Finance - Investments
University of Pennsylvania 2002 — 2006
BSE, Mechanical Engineering
Par-Four Investment Management December 2012 - Present
UBS Investment Bank June 2010 - November 2012
UBS Investment Bank June 2010 - August 2010
Micro-Coax, Inc. July 2006 - August 2009
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
MBA, Finance - Investments
University of Pennsylvania 2002 — 2006
BSE, Mechanical Engineering
Jason Turowsky Jason Turowsky's UBS Investment Bank Experience July 2001 - February 2003
Job Principal at Intervale Capital
Industry Venture Capital & Private Equity
Experience
Intervale Capital January 2015 - Present
Intervale Capital July 2013 - Present
Falconhead Capital February 2003 - July 2013
UBS Investment Bank July 2001 - February 2003
Skills
Corporate Development, Due Diligence, Financial Modeling, LBO, Private Equity, Valuation, Venture Capital, Corporate Finance, Leveraged Finance, Private Placements, Alternative Investments, Investment Banking, Restructuring, Hedge Funds, Mergers & Acquisitions
Education
University of Pennsylvania 1997 — 2001
Bachelor of Arts (B.A.), Economics
Intervale Capital January 2015 - Present
Intervale Capital July 2013 - Present
Falconhead Capital February 2003 - July 2013
UBS Investment Bank July 2001 - February 2003
Skills
Corporate Development, Due Diligence, Financial Modeling, LBO, Private Equity, Valuation, Venture Capital, Corporate Finance, Leveraged Finance, Private Placements, Alternative Investments, Investment Banking, Restructuring, Hedge Funds, Mergers & Acquisitions
Education
University of Pennsylvania 1997 — 2001
Bachelor of Arts (B.A.), Economics
Linda Wan Linda Wan's UBS Investment Bank Experience July 2011 - September 2012
Job Corporate FP&A Manager at Facebook
Industry Internet
Experience
Facebook January 2014 - Present
Facebook October 2012 - January 2014
UBS Investment Bank July 2011 - September 2012
Union Square Advisors June 2010 - August 2010
Genentech June 2009 - August 2009
The Wistar Institute September 2008 - May 2009
Education
University of Pennsylvania 2007 — 2011
Bachelor of Applied Science (BAS), Bioengineering, Cum Laude
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science (BS) in Economics, Finance, Cum Laude
Amador Valley High School 2003 — 2007
High School Diploma
Facebook January 2014 - Present
Facebook October 2012 - January 2014
UBS Investment Bank July 2011 - September 2012
Union Square Advisors June 2010 - August 2010
Genentech June 2009 - August 2009
The Wistar Institute September 2008 - May 2009
Education
University of Pennsylvania 2007 — 2011
Bachelor of Applied Science (BAS), Bioengineering, Cum Laude
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science (BS) in Economics, Finance, Cum Laude
Amador Valley High School 2003 — 2007
High School Diploma
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
Ravi Balasubramanian's UBS Investment Bank Experience September 2010 - April 2012
Job CEO & CoFounder at AlphaPack
Industry Investment Management
Experience
AlphaPack October 2014 - Present
Harvard Management Company April 2012 - September 2014
UBS Investment Bank September 2010 - April 2012
RBS Sempra Commodities October 2009 - August 2010
Barclays Capital September 2008 - October 2009
Lehman Brothers July 2007 - September 2008
Lehman Brothers July 2006 - September 2006
Skills
Derivatives, Commodity, Trading, Portfolio Management, Equities, FX Options, Volatility, Proprietary Trading, Options, Financial Analysis, Capital Markets, Financial Modeling, Investments
Education
University of Pennsylvania 2003 — 2007
BSc. Engineering, Electrical Engineering
University of Pennsylvania - The Wharton School 2003 — 2007
BSc. Economics, Finance & Marketing
International School of Choueifat - Dubai 2000 — 2003
High School
AlphaPack October 2014 - Present
Harvard Management Company April 2012 - September 2014
UBS Investment Bank September 2010 - April 2012
RBS Sempra Commodities October 2009 - August 2010
Barclays Capital September 2008 - October 2009
Lehman Brothers July 2007 - September 2008
Lehman Brothers July 2006 - September 2006
Skills
Derivatives, Commodity, Trading, Portfolio Management, Equities, FX Options, Volatility, Proprietary Trading, Options, Financial Analysis, Capital Markets, Financial Modeling, Investments
Education
University of Pennsylvania 2003 — 2007
BSc. Engineering, Electrical Engineering
University of Pennsylvania - The Wharton School 2003 — 2007
BSc. Economics, Finance & Marketing
International School of Choueifat - Dubai 2000 — 2003
High School
Thomas Place Thomas Place's UBS Investment Bank Experience September 2003 - July 2008
Job Director of Technology, First Data Corporation
Industry Financial Services
Experience
First Data Corporation January 2015 - Present
Ipreo June 2012 - October 2014
Bridgewater Associates June 2010 - June 2012
Fortress Investment Group July 2008 - June 2010
UBS Investment Bank September 2003 - July 2008
Skills
Vendor Management, Data Warehousing, Enterprise Architecture, Agile Project Management, SQL Server 2000-2008, Python, C#, Java, Data Modeling, Enterprise Application..., Financial Instruments, SDLC, Business Process Design, SQL, JavaScript, IT Outsourcing, Team Management, Back Office, Middle Office, Integration, Software Design, Design Patterns, Grid Computing, ROI Accountability, CRM software, Global Delivery, Outsourcing Management, Business Process..., Solution Architecture, Application Architecture, Master Data Management, SOA, SWIFT messaging, Messaging Systems, Software Development, Microsoft SQL Server, CRM
Education
University of Nottingham 1999 — 2003
Bachelor of Science (B.Sc.), Computer Science
First Data Corporation January 2015 - Present
Ipreo June 2012 - October 2014
Bridgewater Associates June 2010 - June 2012
Fortress Investment Group July 2008 - June 2010
UBS Investment Bank September 2003 - July 2008
Skills
Vendor Management, Data Warehousing, Enterprise Architecture, Agile Project Management, SQL Server 2000-2008, Python, C#, Java, Data Modeling, Enterprise Application..., Financial Instruments, SDLC, Business Process Design, SQL, JavaScript, IT Outsourcing, Team Management, Back Office, Middle Office, Integration, Software Design, Design Patterns, Grid Computing, ROI Accountability, CRM software, Global Delivery, Outsourcing Management, Business Process..., Solution Architecture, Application Architecture, Master Data Management, SOA, SWIFT messaging, Messaging Systems, Software Development, Microsoft SQL Server, CRM
Education
University of Nottingham 1999 — 2003
Bachelor of Science (B.Sc.), Computer Science
Brandon Verblow's UBS Investment Bank Experience July 2007 - November 2012
Job Investment Analyst
Industry Financial Services
Experience
UBS Investment Bank July 2007 - November 2012
UBS Investment Bank June 2006 - August 2006
The Wharton School June 2005 - February 2006
Skills
Financial Modeling, Equity Research, Valuation, Equity Valuation, Data Analysis, Report Writing, Business Analysis, Investments, Equities
Education
University of Pennsylvania - The Wharton School 2003 — 2007
BSc, Economics (Finance)
University of Pennsylvania 2003 — 2007
BA, International Relations
Chartered Financial Analyst (CFA) Program
Passed Level II
Pine Crest School 1996 — 2003
UBS Investment Bank July 2007 - November 2012
UBS Investment Bank June 2006 - August 2006
The Wharton School June 2005 - February 2006
Skills
Financial Modeling, Equity Research, Valuation, Equity Valuation, Data Analysis, Report Writing, Business Analysis, Investments, Equities
Education
University of Pennsylvania - The Wharton School 2003 — 2007
BSc, Economics (Finance)
University of Pennsylvania 2003 — 2007
BA, International Relations
Chartered Financial Analyst (CFA) Program
Passed Level II
Pine Crest School 1996 — 2003
Brennan Libbey's UBS Investment Bank Experience January 2004 - November 2012
Job Managing Director at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey November 2012 - Present
UBS Investment Bank January 2004 - November 2012
USBX 2001 - 2004
Epidemic.com 1999 - 2000
Whittman-Hart, Inc. 1998 - 1999
Donaldson, Lufkin & Jenrette 1993 - 1998
Skills
Corporate Finance, Mergers, IPO, LBO, Investment Banking, Mergers & Acquisitions, Investments, Venture Capital, Private Equity, Equities, Finance, Hedge Funds, M&A experience, Capital Markets, Financial Analysis, Due Diligence, Financial Modeling, Asset Management, Structured Finance
Education
University of Pennsylvania 1989 — 1993
BS, Economics
University of Pennsylvania - The Wharton School 1989 — 1993
Bachelor of Science, Economics
Park High
Houlihan Lokey November 2012 - Present
UBS Investment Bank January 2004 - November 2012
USBX 2001 - 2004
Epidemic.com 1999 - 2000
Whittman-Hart, Inc. 1998 - 1999
Donaldson, Lufkin & Jenrette 1993 - 1998
Skills
Corporate Finance, Mergers, IPO, LBO, Investment Banking, Mergers & Acquisitions, Investments, Venture Capital, Private Equity, Equities, Finance, Hedge Funds, M&A experience, Capital Markets, Financial Analysis, Due Diligence, Financial Modeling, Asset Management, Structured Finance
Education
University of Pennsylvania 1989 — 1993
BS, Economics
University of Pennsylvania - The Wharton School 1989 — 1993
Bachelor of Science, Economics
Park High
Jasmine Tsai Jasmine Tsai's UBS Investment Bank Experience 2008 - 2010
Job Making stuff at Clover Health
Industry Computer Software
Experience
Clover Health November 2014 - Present
Change.org June 2013 - November 2014
EdJigsaw 2012 - 2013
Dalberg Global Development Advisors 2011 - 2011
Civic Exchange 2010 - 2011
UBS Investment Bank 2008 - 2010
Skills
Python, Ruby, JavaScript
Education
University of Pennsylvania
Economics, International Relations, Graduated with honors
Clover Health November 2014 - Present
Change.org June 2013 - November 2014
EdJigsaw 2012 - 2013
Dalberg Global Development Advisors 2011 - 2011
Civic Exchange 2010 - 2011
UBS Investment Bank 2008 - 2010
Skills
Python, Ruby, JavaScript
Education
University of Pennsylvania
Economics, International Relations, Graduated with honors
John Lucier's UBS Investment Bank Experience July 2010 - April 2012
Job Senior Associate at American Capital
Industry Financial Services
Experience
American Capital January 2014 - Present
American Capital April 2012 - January 2014
UBS Investment Bank July 2010 - April 2012
Spencer Trask June 2009 - September 2009
GTECH 2008 - 2008
Peregrine Group May 2007 - August 2007
Skills
Fixed Income, Valuation, Corporate Finance, Financial Analysis, Investment Banking, Financial Modeling, Capital Markets, Derivatives, Private Equity, Equities, LBO, Venture Capital
Education
Washington University in St. Louis 2009 — 2010
Masters, Finance
University of Pennsylvania
BA, Philosophy, Politics, Economics
American Capital January 2014 - Present
American Capital April 2012 - January 2014
UBS Investment Bank July 2010 - April 2012
Spencer Trask June 2009 - September 2009
GTECH 2008 - 2008
Peregrine Group May 2007 - August 2007
Skills
Fixed Income, Valuation, Corporate Finance, Financial Analysis, Investment Banking, Financial Modeling, Capital Markets, Derivatives, Private Equity, Equities, LBO, Venture Capital
Education
Washington University in St. Louis 2009 — 2010
Masters, Finance
University of Pennsylvania
BA, Philosophy, Politics, Economics
Radhika Shroff Radhika Shroff's UBS Investment Bank Experience September 1995 - May 1998
Job Vice President at Accion International
Industry Financial Services
Experience
ACCION International 2012 - Present
Peruvian Development Group January 2009 - Present
Citi October 2003 - April 2008
Luce Scholars Program May 2002 - May 2003
Wells Fargo July 2000 - May 2002
UBS Investment Bank September 1995 - May 1998
Skills
Fluent in Spanish, Due Diligence, Emerging Markets, Strategic Financial..., Financial Services
Education
The Lauder Institute for International Studies 1998 — 2000
Master's degree, International/Global Studies, concentration in Latin America
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Business Administration and Management, General
University of Pennsylvania 1991 — 1995
BS, BA, Economics and Psychology
ACCION International 2012 - Present
Peruvian Development Group January 2009 - Present
Citi October 2003 - April 2008
Luce Scholars Program May 2002 - May 2003
Wells Fargo July 2000 - May 2002
UBS Investment Bank September 1995 - May 1998
Skills
Fluent in Spanish, Due Diligence, Emerging Markets, Strategic Financial..., Financial Services
Education
The Lauder Institute for International Studies 1998 — 2000
Master's degree, International/Global Studies, concentration in Latin America
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Business Administration and Management, General
University of Pennsylvania 1991 — 1995
BS, BA, Economics and Psychology
Michael Hacker Michael Hacker's UBS Investment Bank Experience July 2005 - October 2007
Job Managing Director at AlpInvest Partners
Industry Venture Capital & Private Equity
Experience
AlpInvest Partners September 2007 - Present
UBS Investment Bank July 2005 - October 2007
JP Morgan & Co. June 2004 - September 2004
CIBC World Markets July 2000 - August 2003
Skills
Private Equity, Alternative Investments, Investment Banking, Financial Modeling, Due Diligence, Investments, Corporate Finance, Buyouts
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA
Williams College 1996 — 2000
Bachelor of Arts (B.A.)
University of Oxford 1998 — 1999
AlpInvest Partners September 2007 - Present
UBS Investment Bank July 2005 - October 2007
JP Morgan & Co. June 2004 - September 2004
CIBC World Markets July 2000 - August 2003
Skills
Private Equity, Alternative Investments, Investment Banking, Financial Modeling, Due Diligence, Investments, Corporate Finance, Buyouts
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA
Williams College 1996 — 2000
Bachelor of Arts (B.A.)
University of Oxford 1998 — 1999
Celeste Xiaoda Wang, CFA, MDRT Celeste Xiaoda Wang, CFA, MDRT's UBS Investment Bank Experience June 2007 - May 2009
Job Financial Security Advisor
Industry Financial Services
Experience
London Life January 2012 - Present
UBS Investment Bank June 2007 - May 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Financial Advisory
Education
University of Toronto - Rotman School of Management 2012 — 2015
Master of Business Administration (MBA)
University of Oxford 2004 — 2007
Bachelor of Arts (B.A.), Mathematics
Millfield School, UK. 2002 — 2004
A-levels
London Life January 2012 - Present
UBS Investment Bank June 2007 - May 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Financial Advisory
Education
University of Toronto - Rotman School of Management 2012 — 2015
Master of Business Administration (MBA)
University of Oxford 2004 — 2007
Bachelor of Arts (B.A.), Mathematics
Millfield School, UK. 2002 — 2004
A-levels
Aarati Soman Aarati Soman's UBS Investment Bank Experience August 2005 - November 2006
Job Product Manager at Square
Industry Financial Services
Experience
Square May 2014 - Present
Square May 2012 - April 2014
Cozi Group, Inc. November 2008 - May 2012
Thoma Bravo, Inc. November 2006 - November 2008
UBS Investment Bank August 2005 - November 2006
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Business Strategy, Strategy Development, Product Management, Metrics Analysis, Leveraged Finance, Operational Due..., Start-up Operations, New Business Development, Product Marketing, SEM
Education
University of Pennsylvania 2001 — 2005
B.Sc. and B.A., Mechanical Engineering, Economics
South Island School, Hong Kong
Square May 2014 - Present
Square May 2012 - April 2014
Cozi Group, Inc. November 2008 - May 2012
Thoma Bravo, Inc. November 2006 - November 2008
UBS Investment Bank August 2005 - November 2006
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Business Strategy, Strategy Development, Product Management, Metrics Analysis, Leveraged Finance, Operational Due..., Start-up Operations, New Business Development, Product Marketing, SEM
Education
University of Pennsylvania 2001 — 2005
B.Sc. and B.A., Mechanical Engineering, Economics
South Island School, Hong Kong
Matt Klein, CFA, CPA Matt Klein, CFA, CPA's UBS Investment Bank Experience August 2007 - April 2009
Job Financial Advisor at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Wealth Management August 2012 - Present
Deutsche Bank April 2009 - July 2012
UBS Investment Bank August 2007 - April 2009
Ernst & Young May 2004 - August 2007
Skills
Financial Modeling, Valuation, Equities, Corporate Finance, Financial Analysis, Equity Research, Investment Banking, Bloomberg, Hedge Funds, Private Equity, Capital Markets, Due Diligence, Investments, Derivatives, Fixed Income, Equity Valuation, Portfolio Management, Business Valuation, Asset Management, Alternative Investments, Finance, Securities
Education
University of Virginia 2004 — 2005
MS, Accounting
University of Notre Dame 2000 — 2004
BA, Economics
UBS Wealth Management August 2012 - Present
Deutsche Bank April 2009 - July 2012
UBS Investment Bank August 2007 - April 2009
Ernst & Young May 2004 - August 2007
Skills
Financial Modeling, Valuation, Equities, Corporate Finance, Financial Analysis, Equity Research, Investment Banking, Bloomberg, Hedge Funds, Private Equity, Capital Markets, Due Diligence, Investments, Derivatives, Fixed Income, Equity Valuation, Portfolio Management, Business Valuation, Asset Management, Alternative Investments, Finance, Securities
Education
University of Virginia 2004 — 2005
MS, Accounting
University of Notre Dame 2000 — 2004
BA, Economics
Doug Vaccari Doug Vaccari's UBS Investment Bank Experience 2010 - February 2011
Job Vice President at First Reserve
Industry Oil & Energy
Experience
First Reserve Corporation February 2011 - Present
UBS Investment Bank 2010 - February 2011
Education
University of Pennsylvania 2005 — 2009
B.A, Economics, Music
First Reserve Corporation February 2011 - Present
UBS Investment Bank 2010 - February 2011
Education
University of Pennsylvania 2005 — 2009
B.A, Economics, Music
Adam CJ Park's UBS Investment Bank Experience August 2011 - August 2013
Job Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group November 2013 - Present
UBS Investment Bank August 2011 - August 2013
KorteQ February 2010 - July 2011
Skills
Leveraged Finance, Capital Markets, Bonds, Investment Banking, Fixed Income, Loan Origination, Bloomberg, Corporate Finance, Management Consulting, Business Analysis, Syndications, Financial Modeling, Financial Analysis, Consulting, Strategy
Education
University of Oxford 2005 — 2009
Masters, Chemistry
Bedford School 1997 — 2005
The Boston Consulting Group November 2013 - Present
UBS Investment Bank August 2011 - August 2013
KorteQ February 2010 - July 2011
Skills
Leveraged Finance, Capital Markets, Bonds, Investment Banking, Fixed Income, Loan Origination, Bloomberg, Corporate Finance, Management Consulting, Business Analysis, Syndications, Financial Modeling, Financial Analysis, Consulting, Strategy
Education
University of Oxford 2005 — 2009
Masters, Chemistry
Bedford School 1997 — 2005
Pierre Revol's UBS Investment Bank Experience July 2004 - June 2006
Job Investor
Industry Investment Management
Experience
Precision Path Capital, LP July 2015 - Present
BTG Asset Management January 2015 - June 2015
SAC Capital / Everpoint Asset Management August 2008 - December 2014
Goldman Sachs July 2006 - July 2008
Goldman Sachs July 2006 - July 2007
UBS Investment Bank July 2004 - June 2006
Skills
Long/Short Equity, Financials, REIT, Investment Banking, Valuation, Equities, Hedge Funds
Education
University of Pennsylvania 1999 — 2004
Bachelor's Degree, International Relations and Affairs
University of Pennsylvania - The Wharton School 1999 — 2004
Bachelor's Degree, Finance
Precision Path Capital, LP July 2015 - Present
BTG Asset Management January 2015 - June 2015
SAC Capital / Everpoint Asset Management August 2008 - December 2014
Goldman Sachs July 2006 - July 2008
Goldman Sachs July 2006 - July 2007
UBS Investment Bank July 2004 - June 2006
Skills
Long/Short Equity, Financials, REIT, Investment Banking, Valuation, Equities, Hedge Funds
Education
University of Pennsylvania 1999 — 2004
Bachelor's Degree, International Relations and Affairs
University of Pennsylvania - The Wharton School 1999 — 2004
Bachelor's Degree, Finance
Jasmine Azizi Jasmine Azizi's UBS Investment Bank Experience June 2013 - August 2013
Job Analyst at Greenhill & Co.
Industry Investment Banking
Experience
Greenhill & Co. June 2014 - Present
UBS Investment Bank June 2013 - August 2013
Fredericks Michael & Co. June 2012 - August 2012
Education
University of Pennsylvania 2010 — 2014
Bachelor's Degree, Economics and International Relations
Greenhill & Co. June 2014 - Present
UBS Investment Bank June 2013 - August 2013
Fredericks Michael & Co. June 2012 - August 2012
Education
University of Pennsylvania 2010 — 2014
Bachelor's Degree, Economics and International Relations
Jordan Zarrilli's UBS Investment Bank Experience July 2011 - June 2015
Job Equities Derivatives Trading
Industry Banking
Experience
Goldman Sachs July 2015 - Present
UBS Investment Bank July 2011 - June 2015
UBS Investment Bank June 2010 - August 2010
UBS Investment Bank June 2009 - August 2009
Education
University of Pennsylvania 2007 — 2011
BSE, Systems Science and Engineering
Staples High School 2003 — 2007
Goldman Sachs July 2015 - Present
UBS Investment Bank July 2011 - June 2015
UBS Investment Bank June 2010 - August 2010
UBS Investment Bank June 2009 - August 2009
Education
University of Pennsylvania 2007 — 2011
BSE, Systems Science and Engineering
Staples High School 2003 — 2007
Jason Sable Jason Sable's UBS Investment Bank Experience June 2007 - May 2011
Job US Rates Trader
Industry Financial Services
Experience
Mizuho Securities USA Inc. June 2014 - Present
RBC Capital Markets 2013 - 2014
Credit Suisse 2012 - 2013
UBS Investment Bank June 2007 - May 2011
Skills
Trading, Bonds, Fixed Income, Capital Markets, Equities, Derivatives, Bloomberg, Hedge Funds, Securities, Structured Products, Swaps, Trading Systems, Investment Banking, Interest Rate..., Options, Series 7, Credit Derivatives, Electronic Trading, Financial Markets, Prime Brokerage, Proprietary Trading, Series 63, Hedging, Rates, Trading Strategies, Market Making, Risk Management, Alternative Investments, Equity Derivatives
Education
University of Pennsylvania 1999 — 2003
BA, Economics
Mizuho Securities USA Inc. June 2014 - Present
RBC Capital Markets 2013 - 2014
Credit Suisse 2012 - 2013
UBS Investment Bank June 2007 - May 2011
Skills
Trading, Bonds, Fixed Income, Capital Markets, Equities, Derivatives, Bloomberg, Hedge Funds, Securities, Structured Products, Swaps, Trading Systems, Investment Banking, Interest Rate..., Options, Series 7, Credit Derivatives, Electronic Trading, Financial Markets, Prime Brokerage, Proprietary Trading, Series 63, Hedging, Rates, Trading Strategies, Market Making, Risk Management, Alternative Investments, Equity Derivatives
Education
University of Pennsylvania 1999 — 2003
BA, Economics
Joe Pugh Joe Pugh's UBS Investment Bank Experience May 1999 - December 2004
Job Vice President, Trading Technology at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank March 2010 - Present
JPMorgan Chase September 2007 - March 2010
Goldman Sachs December 2004 - September 2007
UBS Investment Bank May 1999 - December 2004
RSA August 1998 - May 1999
iNET Consultancy Ltd May 1997 - August 1998
NatWest August 1996 - May 1997
Skills
Agile Methodologies, Hibernate, Java, Design Patterns, UML, Multithreading, Spring, Equity Derivatives, Software Development, Derivatives, Unix, Scala, Low Latency, Databases, Fixed Income, Test Driven Development, Oracle, JavaScript, Distributed Systems, JSP, JDBC, Trading Systems, Credit Derivatives, Market Risk, Regulatory Reporting, Agile, jQuery, ExtJS, Node.js, Cassandra, Twilio, AJAX, Unix Shell Scripting, Ant, Web Development, REST, Object Oriented Design, ETL, JUnit, Interest Rate..., Maven, Market Data, Web Applications, Akka
Education
University of Nottingham 1993 — 1996
2.1, Mathematics / Computer Science
Thomas Tallis 1985 — 1993
Deutsche Bank March 2010 - Present
JPMorgan Chase September 2007 - March 2010
Goldman Sachs December 2004 - September 2007
UBS Investment Bank May 1999 - December 2004
RSA August 1998 - May 1999
iNET Consultancy Ltd May 1997 - August 1998
NatWest August 1996 - May 1997
Skills
Agile Methodologies, Hibernate, Java, Design Patterns, UML, Multithreading, Spring, Equity Derivatives, Software Development, Derivatives, Unix, Scala, Low Latency, Databases, Fixed Income, Test Driven Development, Oracle, JavaScript, Distributed Systems, JSP, JDBC, Trading Systems, Credit Derivatives, Market Risk, Regulatory Reporting, Agile, jQuery, ExtJS, Node.js, Cassandra, Twilio, AJAX, Unix Shell Scripting, Ant, Web Development, REST, Object Oriented Design, ETL, JUnit, Interest Rate..., Maven, Market Data, Web Applications, Akka
Education
University of Nottingham 1993 — 1996
2.1, Mathematics / Computer Science
Thomas Tallis 1985 — 1993
Kathleen Chung Kathleen Chung's UBS Investment Bank Experience July 2014 - Present
Job Vice President, Equity Capital Markets at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2014 - Present
Skills
Equity Capital Markets, Equity Offerings, International Capital..., Excel, PowerPoint, Investment Banking, IPO, Secondary Offerings, Cross-border...
Education
University of Pennsylvania 2004 — 2008
BSE, Jerome Fisher Management and Technology
University of Pennsylvania - School of Engineering and Applied Science 2004 — 2008
B.Sc. Engineering, Systems Engineering
University of Pennsylvania - The Wharton School 2004 — 2008
B.Sc. Economics, Finance
UBS Investment Bank July 2014 - Present
Skills
Equity Capital Markets, Equity Offerings, International Capital..., Excel, PowerPoint, Investment Banking, IPO, Secondary Offerings, Cross-border...
Education
University of Pennsylvania 2004 — 2008
BSE, Jerome Fisher Management and Technology
University of Pennsylvania - School of Engineering and Applied Science 2004 — 2008
B.Sc. Engineering, Systems Engineering
University of Pennsylvania - The Wharton School 2004 — 2008
B.Sc. Economics, Finance
Michael Barbis CFA Michael Barbis CFA's UBS Investment Bank Experience August 1995 - April 2002
Job Realtor and Developer
Industry Real Estate
Experience
Berkshire Hathaway Home Services 2004 - Present
City of Norwalk Board of Education November 2011 - Present
Sixth Taxing District (Rowayton) November 2005 - Present
Rowayton Fire Department 2000 - Present
Rowayton Yacht Club February 2003 - February 2013
Wheeler Real Estate 2002 - 2004
UBS Investment Bank August 1995 - April 2002
UBS 1995 - 2002
NatWest Markets May 1993 - August 1995
Wertheim Schroder & Company March 1990 - April 1993
Skills
Real Estate, Residential, Home, Equities, Budgeting, Property Management, Construction, Historical Renovations, Whole House Renovations, Renovation, Residential Design, Local Government, Project Planning, Project Management, Strategic Negotiations, Negotiation, Zoning, Historic Preservation, Historic Homes, Budgets, Residential Homes, Investments, New Home Sales, Condos, Advertising, Sales, Sellers, Relocation, Selling, Real Property, Investment Properties, Real Estate Transactions, Contract Negotiation, Real Estate Development, Finance, Management, Commercial Real Estate, Real Estate Economics, Asset Management, ABR, Brokerage, Luxury
Education
University of Pennsylvania 1981 — 1985
BA/BS, Regional Science/Economics
University of Pennsylvania - The Wharton School 1981 — 1985
Bachelor of Science, Economics
Choate Rosemary Hall
Diploma, Cum Laude
Lycee Francais de Belgique
Tivoli Bordeaux
Berkshire Hathaway Home Services 2004 - Present
City of Norwalk Board of Education November 2011 - Present
Sixth Taxing District (Rowayton) November 2005 - Present
Rowayton Fire Department 2000 - Present
Rowayton Yacht Club February 2003 - February 2013
Wheeler Real Estate 2002 - 2004
UBS Investment Bank August 1995 - April 2002
UBS 1995 - 2002
NatWest Markets May 1993 - August 1995
Wertheim Schroder & Company March 1990 - April 1993
Skills
Real Estate, Residential, Home, Equities, Budgeting, Property Management, Construction, Historical Renovations, Whole House Renovations, Renovation, Residential Design, Local Government, Project Planning, Project Management, Strategic Negotiations, Negotiation, Zoning, Historic Preservation, Historic Homes, Budgets, Residential Homes, Investments, New Home Sales, Condos, Advertising, Sales, Sellers, Relocation, Selling, Real Property, Investment Properties, Real Estate Transactions, Contract Negotiation, Real Estate Development, Finance, Management, Commercial Real Estate, Real Estate Economics, Asset Management, ABR, Brokerage, Luxury
Education
University of Pennsylvania 1981 — 1985
BA/BS, Regional Science/Economics
University of Pennsylvania - The Wharton School 1981 — 1985
Bachelor of Science, Economics
Choate Rosemary Hall
Diploma, Cum Laude
Lycee Francais de Belgique
Tivoli Bordeaux
Purvi Desai Purvi Desai's UBS Investment Bank Experience June 2011 - August 2011
Job Technology Analyst at Goldman Sachs
Industry Computer Software
Experience
Goldman Sachs July 2012 - Present
University of Pennsylvania September 2011 - May 2012
UBS Investment Bank June 2011 - August 2011
Skills
Java, C#, MySQL, Databases, Oracle, C++, Access, Web Applications, SQL, Python, JavaScript, XML, Eclipse, Linux, JSP, Servlets
Education
University of Pennsylvania 2010 — 2012
Master of Science in Engineering (MSE), Computer and Information Science
D. J. Sanghvi College of Engineering, Mumbai 2006 — 2010
Bachelor of Engineering (B.E.), Information Technology
Goldman Sachs July 2012 - Present
University of Pennsylvania September 2011 - May 2012
UBS Investment Bank June 2011 - August 2011
Skills
Java, C#, MySQL, Databases, Oracle, C++, Access, Web Applications, SQL, Python, JavaScript, XML, Eclipse, Linux, JSP, Servlets
Education
University of Pennsylvania 2010 — 2012
Master of Science in Engineering (MSE), Computer and Information Science
D. J. Sanghvi College of Engineering, Mumbai 2006 — 2010
Bachelor of Engineering (B.E.), Information Technology
James Ingallinera's UBS Investment Bank Experience June 2010 - August 2010
Job Cofounder & CEO at Founder House
Industry Internet
Experience
Founder House December 2014 - Present
Endorse.me January 2012 - Present
General Assembly January 2014 - May 2014
Bain Capital July 2011 - December 2011
UBS Investment Bank June 2010 - August 2010
Aksia LLC May 2009 - July 2009
Akasha Capital Management LP May 2008 - July 2008
Anatres Investment Partners May 2007 - August 2007
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
B.B.A., Finance, Magna Cum Laude
General Assembly
Founder House December 2014 - Present
Endorse.me January 2012 - Present
General Assembly January 2014 - May 2014
Bain Capital July 2011 - December 2011
UBS Investment Bank June 2010 - August 2010
Aksia LLC May 2009 - July 2009
Akasha Capital Management LP May 2008 - July 2008
Anatres Investment Partners May 2007 - August 2007
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
B.B.A., Finance, Magna Cum Laude
General Assembly
Laine Litman Laine Litman's UBS Investment Bank Experience July 2007 - March 2012
Job at
Industry Investment Banking
Experience
KCG Holdings, Inc. May 2014 - Present
Bank of America September 2013 - May 2014
Goldman Sachs April 2012 - August 2013
UBS Investment Bank July 2007 - March 2012
Skills
Trading, Fixed Income, Electronic Trading, Microsoft SQL Server, Data Analysis, Options, Visual Basic, Databases, FINRA, Equities, Hedge Funds, Series 7, Series 3, Series 63, Asset Management, Futures Trading, Investments, Options Strategies, Equity Derivatives
Education
University of Pennsylvania 2003 — 2007
Bachelor of Science, Economics- Concentrations in Finance and Marketing, Minor in Classical Studies
KCG Holdings, Inc. May 2014 - Present
Bank of America September 2013 - May 2014
Goldman Sachs April 2012 - August 2013
UBS Investment Bank July 2007 - March 2012
Skills
Trading, Fixed Income, Electronic Trading, Microsoft SQL Server, Data Analysis, Options, Visual Basic, Databases, FINRA, Equities, Hedge Funds, Series 7, Series 3, Series 63, Asset Management, Futures Trading, Investments, Options Strategies, Equity Derivatives
Education
University of Pennsylvania 2003 — 2007
Bachelor of Science, Economics- Concentrations in Finance and Marketing, Minor in Classical Studies
Mikhail Gasiorowski Mikhail Gasiorowski's UBS Investment Bank Experience December 2010 - September 2011
Job Director North America
Industry Financial Services
Experience
Business Connect China / Advantus Global, Inc. January 2013 - Present
Business Connect China December 2011 - December 2012
Advantus Global Inc December 2011 - December 2012
UBS Investment Bank December 2010 - September 2011
UBS Investment Bank July 2008 - November 2010
Skills
Equities, Derivatives, Financial Markets, Bloomberg, Business Development, Hedge Funds, Economics, Competitive Analysis, Market Research, Fixed Income, Management, Options, Series 7, Due Diligence, Marketing, Capital Markets, Sales, Valuation, Investments, Financial Modeling
Education
University of Pennsylvania 2004 — 2008
B.S., Economics
Brunswick 1990 — 2004
Business Connect China / Advantus Global, Inc. January 2013 - Present
Business Connect China December 2011 - December 2012
Advantus Global Inc December 2011 - December 2012
UBS Investment Bank December 2010 - September 2011
UBS Investment Bank July 2008 - November 2010
Skills
Equities, Derivatives, Financial Markets, Bloomberg, Business Development, Hedge Funds, Economics, Competitive Analysis, Market Research, Fixed Income, Management, Options, Series 7, Due Diligence, Marketing, Capital Markets, Sales, Valuation, Investments, Financial Modeling
Education
University of Pennsylvania 2004 — 2008
B.S., Economics
Brunswick 1990 — 2004
Ben Axelrod Ben Axelrod's UBS Investment Bank Experience 2010 - 2012
Job Vice President at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company 2012 - Present
UBS Investment Bank 2010 - 2012
UBS Investment Bank 2006 - 2008
Skills
Corporate Finance
Education
University of Pennsylvania 2002 — 2006
Bachelor’s Degree, Economics, Summa Cum Laude
Moelis & Company 2012 - Present
UBS Investment Bank 2010 - 2012
UBS Investment Bank 2006 - 2008
Skills
Corporate Finance
Education
University of Pennsylvania 2002 — 2006
Bachelor’s Degree, Economics, Summa Cum Laude
Frank Luigi Mantica Frank Luigi Mantica's UBS Investment Bank Experience July 2010 - July 2012
Job Senior Associate, FourFronts at FreeWheel
Industry Entertainment
Experience
FreeWheel October 2013 - Present
HealthiNation October 2012 - October 2013
UBS - Investment Bank July 2010 - July 2012
University of Pennsylvania School of Design September 2007 - May 2010
UBS Investment Bank June 2009 - August 2009
Sponsors for Educational Opportunity May 2009 - August 2009
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Spanish, Private Equity, Venture Capital, Leveraged Finance, Data Analysis, Ad Networks, CRM, Economics, Advertising, Due Diligence, Finance, HTML, CSS, DFP, Investments, Google Analytics, Brightcove, SQL, Business Strategy, Research, Equity Research, M&A experience, Alternative Investments, comScore, Business Analysis, RTB, Tableau, Online Advertising, Mergers & Acquisitions
Education
University of Pennsylvania 2007 — 2010
Bachelor of Arts (BA), Economics
FreeWheel October 2013 - Present
HealthiNation October 2012 - October 2013
UBS - Investment Bank July 2010 - July 2012
University of Pennsylvania School of Design September 2007 - May 2010
UBS Investment Bank June 2009 - August 2009
Sponsors for Educational Opportunity May 2009 - August 2009
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Spanish, Private Equity, Venture Capital, Leveraged Finance, Data Analysis, Ad Networks, CRM, Economics, Advertising, Due Diligence, Finance, HTML, CSS, DFP, Investments, Google Analytics, Brightcove, SQL, Business Strategy, Research, Equity Research, M&A experience, Alternative Investments, comScore, Business Analysis, RTB, Tableau, Online Advertising, Mergers & Acquisitions
Education
University of Pennsylvania 2007 — 2010
Bachelor of Arts (BA), Economics
Oliver Thomas Oliver Thomas's UBS Investment Bank Experience January 2007 - August 2011
Job IT Operations Manager at eBags
Industry Information Technology and Services
Experience
eBags August 2011 - Present
UBS Investment Bank January 2007 - August 2011
UBS Investment Bank January 2007 - November 2007
Skills
ETL, Trading Systems, Electronic Trading, Fixed Income, Market Data, E-commerce, JIRA, IT Operations Management, IT Operations, Technical Support, Web Applications, SQL, Scrum, Agile Methodologies, .NET, Software Development, Business Analysis, SDLC
Education
University of Nottingham 2002 — 2006
Masters, Mechanical Engineering
Abingdon School 1994 — 2001
eBags August 2011 - Present
UBS Investment Bank January 2007 - August 2011
UBS Investment Bank January 2007 - November 2007
Skills
ETL, Trading Systems, Electronic Trading, Fixed Income, Market Data, E-commerce, JIRA, IT Operations Management, IT Operations, Technical Support, Web Applications, SQL, Scrum, Agile Methodologies, .NET, Software Development, Business Analysis, SDLC
Education
University of Nottingham 2002 — 2006
Masters, Mechanical Engineering
Abingdon School 1994 — 2001
J. Gabriel Ramos J. Gabriel Ramos's UBS Investment Bank Experience June 2006 - August 2006
Job Senior Client Engineer at Percolate Inc.
Industry Computer Software
Experience
Percolate Inc. April 2015 - Present
Murex February 2013 - April 2015
Murex July 2011 - February 2013
Morgan Stanley August 2007 - June 2011
UBS Investment Bank June 2006 - August 2006
Copa Airlines May 2005 - July 2005
Skills
Sybase, SQL, Trading Systems, Business Analysis, Derivatives, Unix, Java, XML, Software Development, Project Management, Software Integrations, Python, APIs, XSLT, Perl, Oracle, REST, Solution Architecture, Pre/Post Sales Engineers, Sales Engineering, Account Management
Education
University of Pennsylvania 2003 — 2007
Bachelors of Science in Engineering, Cum Laude, Electrical Engineering
Percolate Inc. April 2015 - Present
Murex February 2013 - April 2015
Murex July 2011 - February 2013
Morgan Stanley August 2007 - June 2011
UBS Investment Bank June 2006 - August 2006
Copa Airlines May 2005 - July 2005
Skills
Sybase, SQL, Trading Systems, Business Analysis, Derivatives, Unix, Java, XML, Software Development, Project Management, Software Integrations, Python, APIs, XSLT, Perl, Oracle, REST, Solution Architecture, Pre/Post Sales Engineers, Sales Engineering, Account Management
Education
University of Pennsylvania 2003 — 2007
Bachelors of Science in Engineering, Cum Laude, Electrical Engineering
Stefan Clyne Stefan Clyne's UBS Investment Bank Experience 2006 - 2012
Job Director at MUFG Union Bank
Industry Financial Services
Experience
RBS Markets and International Banking 2013 - September 2014
UBS Investment Bank 2006 - 2012
Deutsche Bank 2004 - 2006
Skills
Investment Banking, Capital Markets, Fixed Income, Derivatives, Bloomberg, Valuation, Financial Modeling, Equities, Credit Derivatives, Corporate Finance, Interest Rate..., Structured Finance, Structured Products
Education
University of Otago 2000 — 2004
M.Bus, Finance
RBS Markets and International Banking 2013 - September 2014
UBS Investment Bank 2006 - 2012
Deutsche Bank 2004 - 2006
Skills
Investment Banking, Capital Markets, Fixed Income, Derivatives, Bloomberg, Valuation, Financial Modeling, Equities, Credit Derivatives, Corporate Finance, Interest Rate..., Structured Finance, Structured Products
Education
University of Otago 2000 — 2004
M.Bus, Finance
Joshua Liang Joshua Liang's UBS Investment Bank Experience June 2013 - August 2013
Job Investment Banking Analyst Centerview Partners
Industry Financial Services
Experience
Centerview Partners July 2014 - Present
Global Platinum Securities March 2012 - December 2013
UBS Investment Bank June 2013 - August 2013
Vertex Pharmaceuticals May 2012 - August 2012
ICBC international July 2011 - September 2011
Vanderbilt University Medical Center September 2009 - May 2010
Skills
Investment Banking, Research, Financial Modeling, Value Investing, Pharmaceutical Industry, Biotechnology Industry, DCF Valuation, LBO Valuation
Education
University of Pennsylvania 2010 — 2014
B.A. Biology, Roy and Diana Vagelos Program in Life Sciences and Management
University of Pennsylvania - The Wharton School 2010 — 2014
B.S. Economics, Concentration in Finance
Montgomery Bell Academy 2006 — 2010
High School
Centerview Partners July 2014 - Present
Global Platinum Securities March 2012 - December 2013
UBS Investment Bank June 2013 - August 2013
Vertex Pharmaceuticals May 2012 - August 2012
ICBC international July 2011 - September 2011
Vanderbilt University Medical Center September 2009 - May 2010
Skills
Investment Banking, Research, Financial Modeling, Value Investing, Pharmaceutical Industry, Biotechnology Industry, DCF Valuation, LBO Valuation
Education
University of Pennsylvania 2010 — 2014
B.A. Biology, Roy and Diana Vagelos Program in Life Sciences and Management
University of Pennsylvania - The Wharton School 2010 — 2014
B.S. Economics, Concentration in Finance
Montgomery Bell Academy 2006 — 2010
High School
Harpreet Bajwa Harpreet Bajwa's UBS Investment Bank Experience July 2007 - Present
Job at UBS Investment Bank
Industry Computer Software
Experience
UBS Investment Bank July 2007 - Present
University of Pennsylvania May 2006 - May 2007
The Wharton School 2006 - 2007
Nomura Securities International June 2006 - August 2006
Skills
C++, Linux, Java, Perl, Shell Scripting, Oracle SQL, Microsoft SQL Server, Unix, SQL, Oracle, Python, Eclipse
Education
University of Pennsylvania 2005 — 2007
MSE
UBS Investment Bank July 2007 - Present
University of Pennsylvania May 2006 - May 2007
The Wharton School 2006 - 2007
Nomura Securities International June 2006 - August 2006
Skills
C++, Linux, Java, Perl, Shell Scripting, Oracle SQL, Microsoft SQL Server, Unix, SQL, Oracle, Python, Eclipse
Education
University of Pennsylvania 2005 — 2007
MSE
Evan Heflin's UBS Investment Bank Experience June 2011 - July 2012
Job Analyst at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank August 2013 - Present
Houlihan Lokey July 2012 - August 2013
UBS Investment Bank June 2011 - July 2012
Suntiva Executive Consulting July 2010 - August 2010
University of Pennsylvania April 2010 - July 2010
George Mason University, Center for History and New Media June 2007 - August 2009
Education
University of Pennsylvania 2008 — 2012
B.A., Economics
Barclays Investment Bank August 2013 - Present
Houlihan Lokey July 2012 - August 2013
UBS Investment Bank June 2011 - July 2012
Suntiva Executive Consulting July 2010 - August 2010
University of Pennsylvania April 2010 - July 2010
George Mason University, Center for History and New Media June 2007 - August 2009
Education
University of Pennsylvania 2008 — 2012
B.A., Economics
Alexandria Fisk's UBS Investment Bank Experience July 2010 - January 2012
Job General Manager of Email Optimization, VP at Return Path
Industry Information Technology and Services
Experience
Return Path March 2014 - Present
Descendant Cider January 2014 - Present
Return Path January 2012 - March 2014
UBS Investment Bank July 2010 - January 2012
UBS Investment Bank May 2007 - June 2010
UBS Investment Bank March 2005 - April 2007
UBS Investment Bank September 2002 - February 2005
Skills
Business Strategy, Business Analysis, Strategic Planning, Strategy, Project Management, Analytics, Financial Services, Fixed Income, Sales Operations, Sales Process, Cross-functional Team..., Change Management, Channel Optimization, Forecasting, Business Planning, Business Intelligence, Business Process Design, Finance, Management, Salesforce.com
Education
NYU 2011 — 2013
Masters, Integrated Marketing
University of Nottingham 1999 — 2002
BA (Hons), Business Management
Return Path March 2014 - Present
Descendant Cider January 2014 - Present
Return Path January 2012 - March 2014
UBS Investment Bank July 2010 - January 2012
UBS Investment Bank May 2007 - June 2010
UBS Investment Bank March 2005 - April 2007
UBS Investment Bank September 2002 - February 2005
Skills
Business Strategy, Business Analysis, Strategic Planning, Strategy, Project Management, Analytics, Financial Services, Fixed Income, Sales Operations, Sales Process, Cross-functional Team..., Change Management, Channel Optimization, Forecasting, Business Planning, Business Intelligence, Business Process Design, Finance, Management, Salesforce.com
Education
NYU 2011 — 2013
Masters, Integrated Marketing
University of Nottingham 1999 — 2002
BA (Hons), Business Management
Alexis Moshang Alexis Moshang's UBS Investment Bank Experience July 2011 - July 2013
Job Real Estate Investment Banking Associate at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets March 2014 - Present
Memorial Sloan-Kettering Cancer Center July 2013 - March 2014
UBS Investment Bank July 2011 - July 2013
Prudential Financial June 2010 - August 2010
Education
University of Pennsylvania 2007 — 2011
B.A., Economics
RBC Capital Markets March 2014 - Present
Memorial Sloan-Kettering Cancer Center July 2013 - March 2014
UBS Investment Bank July 2011 - July 2013
Prudential Financial June 2010 - August 2010
Education
University of Pennsylvania 2007 — 2011
B.A., Economics
Stephen O'Hara's UBS Investment Bank Experience June 2013 - August 2013
Job Analyst at The Riverside Company
Industry Venture Capital & Private Equity
Experience
The Riverside Company July 2014 - Present
UBS Investment Bank June 2013 - August 2013
Kildare Capital, Inc June 2012 - August 2012
Education
University of Notre Dame - Mendoza College of Business 2010 — 2014
Bachelor of Business Administration (BBA) - Finance, Minor - Mandarin Chinese
St. Joseph's Preparatory School 2006 — 2010
The Riverside Company July 2014 - Present
UBS Investment Bank June 2013 - August 2013
Kildare Capital, Inc June 2012 - August 2012
Education
University of Notre Dame - Mendoza College of Business 2010 — 2014
Bachelor of Business Administration (BBA) - Finance, Minor - Mandarin Chinese
St. Joseph's Preparatory School 2006 — 2010
Michael Charland's UBS Investment Bank Experience August 2011 - August 2013
Job Global Markets
Industry Financial Services
Experience
HSBC May 2015 - Present
HSBC September 2013 - May 2015
UBS Investment Bank August 2011 - August 2013
Bank of America Merrill Lynch July 2007 - December 2010
Merrill Lynch November 2005 - July 2007
Premcor Refining January 2005 - November 2005
NYMEX June 2002 - January 2005
Skills
Auditing, Capital Markets, Commodity, Credit, Currency, Derivatives, Equities, Finance, Bloomberg, Banking, Fixed Income, Hedging, Options, Trading, Investment Banking, Risk Management, Hedge Funds
Education
University of Pennsylvania 1998 — 2002
Economics, Political Science
HSBC May 2015 - Present
HSBC September 2013 - May 2015
UBS Investment Bank August 2011 - August 2013
Bank of America Merrill Lynch July 2007 - December 2010
Merrill Lynch November 2005 - July 2007
Premcor Refining January 2005 - November 2005
NYMEX June 2002 - January 2005
Skills
Auditing, Capital Markets, Commodity, Credit, Currency, Derivatives, Equities, Finance, Bloomberg, Banking, Fixed Income, Hedging, Options, Trading, Investment Banking, Risk Management, Hedge Funds
Education
University of Pennsylvania 1998 — 2002
Economics, Political Science
Khader Naziruddin Khader Naziruddin's UBS Investment Bank Experience February 2008 - January 2009
Job Technology Analyst at NA
Industry Investment Banking
Experience
NA April 2010 - Present
Next Jump May 2009 - April 2010
UBS Investment Bank February 2008 - January 2009
UBS Investment Bank June 2007 - August 2007
Tata Consultancy Services September 2004 - July 2006
Skills
Java, XML, C++, Unix, JavaScript, JSP, Sybase, Oracle, Microsoft SQL Server, C, MySQL, PHP, HTML, CSS, Windows, SSIS, Business Objects, Crystal Reports, Microsoft Office, GNU/Linux, Web Applications, Slang, Web Services, Childcare, Testing, Python
Education
University of Pennsylvania 2006 — 2007
Master of Science in Engineering, Computer & Information Science
Crescent Engineering College 2000 — 2004
Bachelor of Engineering, Computer Science & Engineering
NA April 2010 - Present
Next Jump May 2009 - April 2010
UBS Investment Bank February 2008 - January 2009
UBS Investment Bank June 2007 - August 2007
Tata Consultancy Services September 2004 - July 2006
Skills
Java, XML, C++, Unix, JavaScript, JSP, Sybase, Oracle, Microsoft SQL Server, C, MySQL, PHP, HTML, CSS, Windows, SSIS, Business Objects, Crystal Reports, Microsoft Office, GNU/Linux, Web Applications, Slang, Web Services, Childcare, Testing, Python
Education
University of Pennsylvania 2006 — 2007
Master of Science in Engineering, Computer & Information Science
Crescent Engineering College 2000 — 2004
Bachelor of Engineering, Computer Science & Engineering
Lindsay Ingram Lindsay Ingram's UBS Investment Bank Experience February 2014 - March 2015
Job Investment Associate at Siguler Guff & Company
Industry Financial Services
Experience
Siguler Guff & Company March 2015 - Present
UBS Investment Bank February 2014 - March 2015
UBS Investment Bank July 2011 - February 2014
UBS Investment Bank June 2010 - August 2010
BLADEX June 2009 - August 2009
Skills
Capital Markets, Valuation, Bloomberg, Investment Banking, LBO, Fixed Income, Corporate Finance, Mergers & Acquisitions, Leveraged Finance, Finance
Education
University of Pennsylvania 2007 — 2011
Bachelor's Degree, Huntsman Program (Finance and International Studies)
Siguler Guff & Company March 2015 - Present
UBS Investment Bank February 2014 - March 2015
UBS Investment Bank July 2011 - February 2014
UBS Investment Bank June 2010 - August 2010
BLADEX June 2009 - August 2009
Skills
Capital Markets, Valuation, Bloomberg, Investment Banking, LBO, Fixed Income, Corporate Finance, Mergers & Acquisitions, Leveraged Finance, Finance
Education
University of Pennsylvania 2007 — 2011
Bachelor's Degree, Huntsman Program (Finance and International Studies)
Chauwei Yak's UBS Investment Bank Experience July 2002 - October 2004
Job Founding Partner at GAO Advisors
Industry Investment Management
Experience
GAO Advisors July 2008 - Present
Ortelius Capital March 2006 - July 2008
JPMorgan November 2004 - March 2006
UBS Investment Bank July 2002 - October 2004
Education
University of Pennsylvania 1998 — 2002
BA/BS
Dunman High School
Victoria Junior College
GAO Advisors July 2008 - Present
Ortelius Capital March 2006 - July 2008
JPMorgan November 2004 - March 2006
UBS Investment Bank July 2002 - October 2004
Education
University of Pennsylvania 1998 — 2002
BA/BS
Dunman High School
Victoria Junior College
Bojana Pejic's UBS Investment Bank Experience July 2011 - Present
Job
Industry Investment Banking
Experience
UBS Investment Bank July 2011 - Present
UBS Investment Bank September 2007 - June 2011
University of Pittsburgh September 2002 - August 2007
Skills
Quantitative Finance, Counterparty Risk, Financial Markets, Derivatives, Equity Derivatives, CVA, Basel III, RWA, VAR, Fixed Income, Credit Derivatives, Interest Rate..., Capital Markets, Bloomberg, FX Options, Quantitative Analytics, Financial Engineering, Structured Products, Basel II
Education
CFA Institute 2011 — 2013
CFA Charter
University of Pittsburgh 2002 — 2007
Ph.D.
University of Oxford 1998 — 2002
MMath
Matematicka Gimnazija 1993 — 1997
UBS Investment Bank July 2011 - Present
UBS Investment Bank September 2007 - June 2011
University of Pittsburgh September 2002 - August 2007
Skills
Quantitative Finance, Counterparty Risk, Financial Markets, Derivatives, Equity Derivatives, CVA, Basel III, RWA, VAR, Fixed Income, Credit Derivatives, Interest Rate..., Capital Markets, Bloomberg, FX Options, Quantitative Analytics, Financial Engineering, Structured Products, Basel II
Education
CFA Institute 2011 — 2013
CFA Charter
University of Pittsburgh 2002 — 2007
Ph.D.
University of Oxford 1998 — 2002
MMath
Matematicka Gimnazija 1993 — 1997
Ga'ash Soffer's UBS Investment Bank Experience July 2007 - November 2008
Job CoFounder/Managing Member at Rion Capital
Industry Financial Services
Experience
Rion Capital April 2011 - Present
Level Global Investors January 2009 - February 2011
UBS Investment Bank July 2007 - November 2008
AVM/III October 2005 - June 2007
Merrill Lynch Investment Managers January 2004 - October 2005
Skills
Hedge Funds, Fixed Income, Structured Products, Securities, Portfolio Management, Equities, Alternative Investments, Financial Risk, Credit, Derivatives, Trading, Asset Management, Capital Markets, Structured Finance, Bloomberg
Education
University of Pennsylvania 2000 — 2003
BA, Mathematics
Rion Capital April 2011 - Present
Level Global Investors January 2009 - February 2011
UBS Investment Bank July 2007 - November 2008
AVM/III October 2005 - June 2007
Merrill Lynch Investment Managers January 2004 - October 2005
Skills
Hedge Funds, Fixed Income, Structured Products, Securities, Portfolio Management, Equities, Alternative Investments, Financial Risk, Credit, Derivatives, Trading, Asset Management, Capital Markets, Structured Finance, Bloomberg
Education
University of Pennsylvania 2000 — 2003
BA, Mathematics
Asif Rahman's UBS Investment Bank Experience March 2005 - April 2007
Job
Industry Internet
Experience
NewsCred November 2008 - Present
Youlicit May 2007 - November 2008
UBS Investment Bank March 2005 - April 2007
Education
University of Pennsylvania 1999 — 2003
BS
NewsCred November 2008 - Present
Youlicit May 2007 - November 2008
UBS Investment Bank March 2005 - April 2007
Education
University of Pennsylvania 1999 — 2003
BS
Erik Violante's UBS Investment Bank Experience 2006 - 2010
Job Vice President at Deutsche Bank; Mergers & Acquisitions
Industry Investment Banking
Experience
Deutsche Bank June 2015 - Present
Jefferies LLC 2010 - June 2015
UBS Investment Bank 2006 - 2010
Skills
Financial Modeling, Investment Banking, Valuation, Latin America, LBO, Corporate Finance, Capital Markets, Emerging Markets, Fixed Income, DCF, Financial Analysis, Credit Analysis, Banking, M, Project Finance, Equity Valuation, Securities, Financial Markets, Financial Institutions, Financial Structuring, M&A execution, M&A analysis, Business Development, Strategy, Equity Research, Due Diligence, Mergers & Acquisitions, Private Equity, Equities, Bloomberg, Finance, Corporate Development, Business Strategy, Investments
Education
University of Pennsylvania 2002 — 2006
Bachelor of Science (B.Sc.) in Economics, Finance, Marketing
Lycee International de St. Germain-en-Laye 1998 — 2002
Baccalaureat Economique et Sociale
Deutsche Bank June 2015 - Present
Jefferies LLC 2010 - June 2015
UBS Investment Bank 2006 - 2010
Skills
Financial Modeling, Investment Banking, Valuation, Latin America, LBO, Corporate Finance, Capital Markets, Emerging Markets, Fixed Income, DCF, Financial Analysis, Credit Analysis, Banking, M, Project Finance, Equity Valuation, Securities, Financial Markets, Financial Institutions, Financial Structuring, M&A execution, M&A analysis, Business Development, Strategy, Equity Research, Due Diligence, Mergers & Acquisitions, Private Equity, Equities, Bloomberg, Finance, Corporate Development, Business Strategy, Investments
Education
University of Pennsylvania 2002 — 2006
Bachelor of Science (B.Sc.) in Economics, Finance, Marketing
Lycee International de St. Germain-en-Laye 1998 — 2002
Baccalaureat Economique et Sociale
Brian Dubin's UBS Investment Bank Experience 2003 - 2005
Job Analyst at Mariner Glen Oaks
Industry Financial Services
Experience
Mariner Glen Oaks September 2015 - Present
Meehan Combs January 2013 - August 2015
Eos Partners June 2008 - October 2012
GSO Capital September 2005 - May 2008
UBS 2003 - 2005
UBS Investment Bank 2003 - 2005
MLIM 2002 - 2003
Merrill Lynch Investment Managers 2002 - 2003
Merrill Lynch 2001 - 2001
Skills
Hedge Funds, Bloomberg, Valuation
Education
University of Pennsylvania 1998 — 2002
BSE, Finance
University of Pennsylvania - The Wharton School 1998 — 2002
Mariner Glen Oaks September 2015 - Present
Meehan Combs January 2013 - August 2015
Eos Partners June 2008 - October 2012
GSO Capital September 2005 - May 2008
UBS 2003 - 2005
UBS Investment Bank 2003 - 2005
MLIM 2002 - 2003
Merrill Lynch Investment Managers 2002 - 2003
Merrill Lynch 2001 - 2001
Skills
Hedge Funds, Bloomberg, Valuation
Education
University of Pennsylvania 1998 — 2002
BSE, Finance
University of Pennsylvania - The Wharton School 1998 — 2002
Daniel Camero's UBS Investment Bank Experience November 2014 - Present
Job Director Software Developer at UBS Investment Bank
Industry Computer Software
Experience
UBS Investment Bank November 2014 - Present
UBS Investment Bank 2009 - November 2014
UBS Investment Bank 2008 - 2009
UBS Investment Bank 2007 - 2008
UBS Investment Bank 2002 - 2007
Skills
Java, Scala, Cassandra, Datomic, Akka, Apache Spark, Agile Methodologies, Scrum, Continuous Integration, Oracle, Trading Systems, Investment Banking, Software Development, Distributed Systems, Enterprise Architecture, Data Warehousing, IT Strategy, Equities, Capital Markets, Agile Project Management, Java Enterprise Edition, Agile Application..., Informatica, Oracle SQL, Downhill Skiing, Basel III, Fixed Income, SDLC, Fortify, Derivatives, Requirements Gathering
Education
University of Pennsylvania 1998 — 2002
BSE, Computer Science Engineering
UBS Investment Bank November 2014 - Present
UBS Investment Bank 2009 - November 2014
UBS Investment Bank 2008 - 2009
UBS Investment Bank 2007 - 2008
UBS Investment Bank 2002 - 2007
Skills
Java, Scala, Cassandra, Datomic, Akka, Apache Spark, Agile Methodologies, Scrum, Continuous Integration, Oracle, Trading Systems, Investment Banking, Software Development, Distributed Systems, Enterprise Architecture, Data Warehousing, IT Strategy, Equities, Capital Markets, Agile Project Management, Java Enterprise Edition, Agile Application..., Informatica, Oracle SQL, Downhill Skiing, Basel III, Fixed Income, SDLC, Fortify, Derivatives, Requirements Gathering
Education
University of Pennsylvania 1998 — 2002
BSE, Computer Science Engineering
Matt Dicker's UBS Investment Bank Experience February 2003 - May 2004
Job Partner/CFO at Madison Development LLC
Industry Real Estate
Experience
Canyon Capital Realty Advisors, LLC May 2004 - April 2014
UBS Investment Bank February 2003 - May 2004
Lehman Brothers July 2001 - October 2002
Skills
Valuation, Capital Markets, Private Equity, Financial Modeling, Investments, Asset Managment, Real Estate Economics, Due Diligence, Structured Finance, Asset Management, Alternative Investments, Real Estate
Education
University of Pennsylvania 1997 — 2001
Canyon Capital Realty Advisors, LLC May 2004 - April 2014
UBS Investment Bank February 2003 - May 2004
Lehman Brothers July 2001 - October 2002
Skills
Valuation, Capital Markets, Private Equity, Financial Modeling, Investments, Asset Managment, Real Estate Economics, Due Diligence, Structured Finance, Asset Management, Alternative Investments, Real Estate
Education
University of Pennsylvania 1997 — 2001
Christian M Bradeen's UBS Investment Bank Experience June 2007 - June 2010
Job Executive Director, Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley July 2010 - Present
UBS Investment Bank June 2007 - June 2010
Wachovia 2005 - 2007
Education
University of Pennsylvania
Bachelor of Arts
Morgan Stanley July 2010 - Present
UBS Investment Bank June 2007 - June 2010
Wachovia 2005 - 2007
Education
University of Pennsylvania
Bachelor of Arts
Caroline Lau's UBS Investment Bank Experience 2005 - 2005
Job NYU Stern MBA passionate about innovation
Industry Information Technology and Services
Experience
NYU Stern School of Business August 2013 - Present
Bayer HealthCare June 2014 - August 2014
PineBridge Investments July 2011 - June 2013
Robeco Sage Capital Management 2007 - 2009
JPMorgan Chase 2006 - 2007
UBS Investment Bank 2005 - 2005
University of Pennsylvania Student Federal Credit Union 2003 - 2005
Skills
Competitive Analysis, Strategy, Product Management, Cross-functional Team..., Financial Modeling, Business Strategy, Data Analysis, Investments, Investment Banking, Trading, Bonds, Mutual Funds, Finance, Hedge Funds, Fixed Income
Education
New York University, Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Strategy, Marketing, Finance
University of Pennsylvania 2009 — 2010
University of Pennsylvania 2002 — 2006
BAS & BA, Bioengineering & Economics
University of Pennsylvania 2002 — 2006
Economics
Cherry Hill High School East
Cherry Hill High School East
NYU Stern School of Business August 2013 - Present
Bayer HealthCare June 2014 - August 2014
PineBridge Investments July 2011 - June 2013
Robeco Sage Capital Management 2007 - 2009
JPMorgan Chase 2006 - 2007
UBS Investment Bank 2005 - 2005
University of Pennsylvania Student Federal Credit Union 2003 - 2005
Skills
Competitive Analysis, Strategy, Product Management, Cross-functional Team..., Financial Modeling, Business Strategy, Data Analysis, Investments, Investment Banking, Trading, Bonds, Mutual Funds, Finance, Hedge Funds, Fixed Income
Education
New York University, Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Strategy, Marketing, Finance
University of Pennsylvania 2009 — 2010
University of Pennsylvania 2002 — 2006
BAS & BA, Bioengineering & Economics
University of Pennsylvania 2002 — 2006
Economics
Cherry Hill High School East
Cherry Hill High School East
John Townsend's UBS Investment Bank Experience January 1985 - June 1990
Job Consultant
Industry Financial Services
Experience
J. W. Townsend & Co. May 1995 - Present
Altman Foundation 1991 - Present
UBS Investment Bank January 1985 - June 1990
UBS Securities Inc. 1985 - 1990
Goldman Sachs March 1978 - January 1985
Skills
Private Equity, Non-profits, Investments, Alternative Investments, Hedge Funds, Mergers, Strategy, Mergers & Acquisitions, Social Impact, Emerging Markets, Financial Services
Education
University of Pennsylvania - The Wharton School 1966 — 1972
M.B.A
University of Pennsylvania 1962 — 1966
BA, Latin American Studies
J. W. Townsend & Co. May 1995 - Present
Altman Foundation 1991 - Present
UBS Investment Bank January 1985 - June 1990
UBS Securities Inc. 1985 - 1990
Goldman Sachs March 1978 - January 1985
Skills
Private Equity, Non-profits, Investments, Alternative Investments, Hedge Funds, Mergers, Strategy, Mergers & Acquisitions, Social Impact, Emerging Markets, Financial Services
Education
University of Pennsylvania - The Wharton School 1966 — 1972
M.B.A
University of Pennsylvania 1962 — 1966
BA, Latin American Studies
Patrick Fitzsimonds's UBS Investment Bank Experience March 2009 - May 2010
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2010 - Present
UBS Investment Bank March 2009 - May 2010
UBS Investment Bank March 2006 - February 2009
UBS Investment Bank June 2004 - February 2006
Deutsche Bank Securities June 2002 - June 2004
Education
Yale University - Yale School of Management 2000 — 2002
MBA, Finance / Strategy
Yale University 1998 — 2000
MA, Statistics
University of Pennsylvania
BA, Economics / Philosophy
Goldman Sachs June 2010 - Present
UBS Investment Bank March 2009 - May 2010
UBS Investment Bank March 2006 - February 2009
UBS Investment Bank June 2004 - February 2006
Deutsche Bank Securities June 2002 - June 2004
Education
Yale University - Yale School of Management 2000 — 2002
MBA, Finance / Strategy
Yale University 1998 — 2000
MA, Statistics
University of Pennsylvania
BA, Economics / Philosophy
Duncan Williams's UBS Investment Bank Experience September 1995 - April 2005
Job Managing Director at Wedbush
Industry Investment Banking
Experience
Wedbush Securities Inc. June 2006 - Present
UBS Investment Bank September 1995 - April 2005
Education
University of Oxford 1992 — 1995
Wedbush Securities Inc. June 2006 - Present
UBS Investment Bank September 1995 - April 2005
Education
University of Oxford 1992 — 1995
David Tcholakian's UBS Investment Bank Experience July 1999 - Present
Job Managing Director, Head of Consumer Products & Retail Group, UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 1999 - Present
Skills
Investment Banking, Valuation, Capital Markets, LBO, Private Equity
Education
University of Pennsylvania 1995 — 1999
BA
University of Pennsylvania - The Wharton School
MBA
UBS Investment Bank July 1999 - Present
Skills
Investment Banking, Valuation, Capital Markets, LBO, Private Equity
Education
University of Pennsylvania 1995 — 1999
BA
University of Pennsylvania - The Wharton School
MBA
Connie Rutherford's UBS Investment Bank Experience 2010 - December 2011
Job
Industry Financial Services
Experience
Bloomberg LP July 2014 - Present
Bloomberg LP April 2013 - July 2014
Bloomberg October 2011 - April 2013
UBS Investment Bank 2010 - December 2011
Westpac Institutional Bank 2008 - 2010
Wachovia Bank 2002 - 2008
ALDI 2001 - 2002
Education
University of Oklahoma 1997 — 2001
BBA, International Business
Bloomberg LP July 2014 - Present
Bloomberg LP April 2013 - July 2014
Bloomberg October 2011 - April 2013
UBS Investment Bank 2010 - December 2011
Westpac Institutional Bank 2008 - 2010
Wachovia Bank 2002 - 2008
ALDI 2001 - 2002
Education
University of Oklahoma 1997 — 2001
BBA, International Business
Paul Brauweiler, CPA's UBS Investment Bank Experience 2001 - 2004
Job Internal Audit Manager at Astellas Pharma
Industry Financial Services
Experience
Astellas Pharma October 2013 - Present
Resources Global Professionals 2005 - Present
UBS Investment Bank 2001 - 2004
Dell Perot Systems 1996 - 2001
Arthur Andersen 1990 - 1995
Skills
Financial Analysis, Sarbanes-Oxley, Analysis, Internal Controls, Business Intelligence, Sarbanes-Oxley Act, Finance, Auditing, IT Financial Management, Accounting, Financial Reporting, Strategic Financial..., Internal Audit, Managerial Finance, CPA, Business Process..., Management, Financial Audits, Process Improvement, IT Audit
Education
University of Notre Dame 1987 — 1990
BBA, Accounting
Astellas Pharma October 2013 - Present
Resources Global Professionals 2005 - Present
UBS Investment Bank 2001 - 2004
Dell Perot Systems 1996 - 2001
Arthur Andersen 1990 - 1995
Skills
Financial Analysis, Sarbanes-Oxley, Analysis, Internal Controls, Business Intelligence, Sarbanes-Oxley Act, Finance, Auditing, IT Financial Management, Accounting, Financial Reporting, Strategic Financial..., Internal Audit, Managerial Finance, CPA, Business Process..., Management, Financial Audits, Process Improvement, IT Audit
Education
University of Notre Dame 1987 — 1990
BBA, Accounting
Nicola Strudwick Webster's UBS Investment Bank Experience October 2011 - August 2012
Job Vice President, Capital Introduction at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs October 2012 - Present
UBS Investment Bank October 2011 - August 2012
UBS Securities LLC January 2008 - March 2012
UBS Investment Bank 2006 - 2008
Financial Risk Management ltd 2001 - 2006
Skills
Prime Brokerage, Fixed Income, Hedge Funds, Investment Banking, Equities, Asset Managment, Emerging Markets, Derivatives, Alternative Investments, Fund Of Funds
Education
University of Oxford 1998 — 2001
MA hons, Economics & Management Studies
Goldman Sachs October 2012 - Present
UBS Investment Bank October 2011 - August 2012
UBS Securities LLC January 2008 - March 2012
UBS Investment Bank 2006 - 2008
Financial Risk Management ltd 2001 - 2006
Skills
Prime Brokerage, Fixed Income, Hedge Funds, Investment Banking, Equities, Asset Managment, Emerging Markets, Derivatives, Alternative Investments, Fund Of Funds
Education
University of Oxford 1998 — 2001
MA hons, Economics & Management Studies
Jeffrey Sehgal's UBS Investment Bank Experience 1988 - 1992
Job Chief Restructuring Officer at Hoven
Industry Financial Services
Experience
Hoven 2013 - Present
The Corporate Presence, Inc. 1996 - 2012
Coopers& Lybrand 1992 - 1995
UBS Investment Bank 1988 - 1992
Skills
New Business Development, Marketing Strategy, Marketing, Account Management, Private Equity, Advertising
Education
Wharton Business School 1986 — 1988
MBA
Boston University School of Law 1981 — 1984
JD
University of Pennsylvania 1977 — 1981
BA
Hoven 2013 - Present
The Corporate Presence, Inc. 1996 - 2012
Coopers& Lybrand 1992 - 1995
UBS Investment Bank 1988 - 1992
Skills
New Business Development, Marketing Strategy, Marketing, Account Management, Private Equity, Advertising
Education
Wharton Business School 1986 — 1988
MBA
Boston University School of Law 1981 — 1984
JD
University of Pennsylvania 1977 — 1981
BA
Marybeth (Briscoe) Thomas's UBS Investment Bank Experience July 2001 - April 2006
Job Executive Director at JP Morgan
Industry Financial Services
Experience
JP Morgan June 2008 - Present
Bear Stearns December 2007 - June 2008
Bear Stearns March 2006 - December 2007
UBS Investment Bank July 2001 - April 2006
Smith Barney May 2000 - December 2000
Skills
Derivatives, Equities
Education
University of Notre Dame 1997 — 2001
BS in Finance, Finance and French
University of Notre Dame - Mendoza College of Business 1997 — 2001
BA, Finance and French
JP Morgan June 2008 - Present
Bear Stearns December 2007 - June 2008
Bear Stearns March 2006 - December 2007
UBS Investment Bank July 2001 - April 2006
Smith Barney May 2000 - December 2000
Skills
Derivatives, Equities
Education
University of Notre Dame 1997 — 2001
BS in Finance, Finance and French
University of Notre Dame - Mendoza College of Business 1997 — 2001
BA, Finance and French
Alexis Crespin's UBS Investment Bank Experience July 1997 - June 2008
Job 1st Vice President at Security Traders Association of New York
Industry Financial Services
Experience
Security Traders Association of New York October 2001 - August 2011
The Tardis Group December 2009 - December 2010
UBS Investment Bank July 1997 - June 2008
Schwab Capital Markets 1997 - 2004
Skills
Capital Markets, Derivatives, Electronic Trading, Equities, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Investments, Sales, Recruiting, Trading
Education
University of Pennsylvania 1993 — 1997
BA, Philosophy, Politics, and Economics
The Dalton School 1979 — 1993
Security Traders Association of New York October 2001 - August 2011
The Tardis Group December 2009 - December 2010
UBS Investment Bank July 1997 - June 2008
Schwab Capital Markets 1997 - 2004
Skills
Capital Markets, Derivatives, Electronic Trading, Equities, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Investments, Sales, Recruiting, Trading
Education
University of Pennsylvania 1993 — 1997
BA, Philosophy, Politics, and Economics
The Dalton School 1979 — 1993
Robin Palmer's UBS Investment Bank Experience March 2003 - October 2007
Job Business Analyst at State Street
Industry Financial Services
Experience
State Street December 2013 - Present
BlackRock October 2007 - March 2013
UBS Investment Bank March 2003 - October 2007
Reuters Data LLC September 2001 - March 2003
Bridge Information Systems August 1992 - September 2001
United States Navy December 1988 - April 1992
Skills
Fixed Income, Bloomberg, Equities, Derivatives, Market Data, Securities, Financial Markets, Capital Markets, Trading Systems, Reuters, ETFs, Valuation, Reference Data, Alternative Investments, BlackRock Aladdin, Data Modeling, Data Analysis, Microsoft Excel, Business Analysis, Bonds, MBS, Data Mining, PAM for Securities, Accounting Applications, Project Management, Interest Rate..., Equity Derivatives, SQL, PowerPoint, Microsoft Word, Microsoft Office, Office Management, Production Managment, Data Quality, Quality Control, Training Delivery, Process Improvement, Process Management, Client Presentation, User Documentation, Sarbanes-Oxley, SAS70, SOR, Investments, Electronic Trading, CDS, Bloomberg Terminal, Business Process...
Education
University of Oklahoma 1986 — 1996
Bachelor's Degree, Finance
State Street December 2013 - Present
BlackRock October 2007 - March 2013
UBS Investment Bank March 2003 - October 2007
Reuters Data LLC September 2001 - March 2003
Bridge Information Systems August 1992 - September 2001
United States Navy December 1988 - April 1992
Skills
Fixed Income, Bloomberg, Equities, Derivatives, Market Data, Securities, Financial Markets, Capital Markets, Trading Systems, Reuters, ETFs, Valuation, Reference Data, Alternative Investments, BlackRock Aladdin, Data Modeling, Data Analysis, Microsoft Excel, Business Analysis, Bonds, MBS, Data Mining, PAM for Securities, Accounting Applications, Project Management, Interest Rate..., Equity Derivatives, SQL, PowerPoint, Microsoft Word, Microsoft Office, Office Management, Production Managment, Data Quality, Quality Control, Training Delivery, Process Improvement, Process Management, Client Presentation, User Documentation, Sarbanes-Oxley, SAS70, SOR, Investments, Electronic Trading, CDS, Bloomberg Terminal, Business Process...
Education
University of Oklahoma 1986 — 1996
Bachelor's Degree, Finance
Brandon Gebers's UBS Investment Bank Experience April 2007 - September 2008
Job VP Financial Planning & Analysis at Pacific Union Financial, LLC
Industry Financial Services
Experience
Pacific Union Financial, LLC November 2013 - Present
WJ Bradley Mortgage Capital Corporation May 2009 - October 2013
UBS Investment Bank April 2007 - September 2008
XL Reinsurance America, Inc November 2003 - April 2007
Skills
Financial Analysis, Risk Management, Financial Modeling, Finance, Investments, Strategic Financial..., Banking, Analytics, Mortgage Lending, Credit
Education
University of Pennsylvania 1999 — 2003
Pacific Union Financial, LLC November 2013 - Present
WJ Bradley Mortgage Capital Corporation May 2009 - October 2013
UBS Investment Bank April 2007 - September 2008
XL Reinsurance America, Inc November 2003 - April 2007
Skills
Financial Analysis, Risk Management, Financial Modeling, Finance, Investments, Strategic Financial..., Banking, Analytics, Mortgage Lending, Credit
Education
University of Pennsylvania 1999 — 2003
Aaron Jungstein's UBS Investment Bank Experience June 2008 - August 2008
Job Associate, Global MultiAsset Team at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley February 2012 - Present
Capital IQ July 2009 - February 2012
UBS Investment Bank June 2008 - August 2008
Sponsors for Educational Opportunity (SEO) May 2008 - August 2008
Skills
.NET, C#, Perl, ASP.NET, Microsoft SQL Server, Sybase, Web Development, Testing, SQL Server, Fame 4GL, Bloomberg, Capital IQ, Datastream, IBES, Bloomberg Terminal, Financial Modeling, Financial Forecasting, Quantitative Analytics, Software Development, SQL, Data Analysis, Analysis, Microsoft Office, Microsoft Excel
Education
University of Pennsylvania 2005 — 2009
BSE, Electrical Engineering, Math, Computer Science
Morgan Stanley February 2012 - Present
Capital IQ July 2009 - February 2012
UBS Investment Bank June 2008 - August 2008
Sponsors for Educational Opportunity (SEO) May 2008 - August 2008
Skills
.NET, C#, Perl, ASP.NET, Microsoft SQL Server, Sybase, Web Development, Testing, SQL Server, Fame 4GL, Bloomberg, Capital IQ, Datastream, IBES, Bloomberg Terminal, Financial Modeling, Financial Forecasting, Quantitative Analytics, Software Development, SQL, Data Analysis, Analysis, Microsoft Office, Microsoft Excel
Education
University of Pennsylvania 2005 — 2009
BSE, Electrical Engineering, Math, Computer Science
Christopher Dunbar's UBS Investment Bank Experience September 2006 - August 2007
Job Power Trading (ERCOT) at Direct Energy
Industry Oil & Energy
Experience
Direct Energy September 2011 - Present
Centrica Energy September 2009 - September 2011
Centrica March 2009 - September 2009
Direct Energy October 2008 - March 2009
Centrica September 2007 - September 2008
UBS Investment Bank September 2006 - August 2007
UBS Investment Bank August 2005 - September 2006
ED&F Man July 2004 - September 2004
ED&F Man July 2002 - August 2002
Skills
Commodity Markets, Energy Markets, Trading, Energy, Hedging, Commodity, Valuation, Natural Gas, Analysis
Education
University of Nottingham 2003 — 2006
BSc, Economics
Direct Energy September 2011 - Present
Centrica Energy September 2009 - September 2011
Centrica March 2009 - September 2009
Direct Energy October 2008 - March 2009
Centrica September 2007 - September 2008
UBS Investment Bank September 2006 - August 2007
UBS Investment Bank August 2005 - September 2006
ED&F Man July 2004 - September 2004
ED&F Man July 2002 - August 2002
Skills
Commodity Markets, Energy Markets, Trading, Energy, Hedging, Commodity, Valuation, Natural Gas, Analysis
Education
University of Nottingham 2003 — 2006
BSc, Economics
Joyce Lin's UBS Investment Bank Experience June 2007 - August 2007
Job Corporate Development at Microsoft
Industry Computer Software
Experience
Microsoft August 2010 - Present
Evercore Partners July 2008 - July 2010
UBS Investment Bank June 2007 - August 2007
Skills
Corporate Development, Mergers & Acquisitions, Valuation, Financial Modeling
Education
University of Pennsylvania 2004 — 2008
B.A., Biological Basis of Behavior
University of Pennsylvania - The Wharton School 2004 — 2008
B.S., Finance
Microsoft August 2010 - Present
Evercore Partners July 2008 - July 2010
UBS Investment Bank June 2007 - August 2007
Skills
Corporate Development, Mergers & Acquisitions, Valuation, Financial Modeling
Education
University of Pennsylvania 2004 — 2008
B.A., Biological Basis of Behavior
University of Pennsylvania - The Wharton School 2004 — 2008
B.S., Finance
Lori Samuels's UBS Investment Bank Experience September 1996 - March 2009
Job Managing Director at Sterne Agee
Industry Financial Services
Experience
Sterne Agee March 2013 - Present
Cantor Fitzgerald March 2011 - March 2013
Miller Tabak Roberts Securities, LLC March 2009 - April 2010
UBS Investment Bank September 1996 - March 2009
Credit Suisse First Boston August 1986 - September 1996
Skills
Fixed Income, High Yield, Bonds, Credit Derivatives, ABS, Alternative Investments, Structured Products, Special Situations, MBS, CDO
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA
University of Pennsylvania 1978 — 1982
B.A.
Sterne Agee March 2013 - Present
Cantor Fitzgerald March 2011 - March 2013
Miller Tabak Roberts Securities, LLC March 2009 - April 2010
UBS Investment Bank September 1996 - March 2009
Credit Suisse First Boston August 1986 - September 1996
Skills
Fixed Income, High Yield, Bonds, Credit Derivatives, ABS, Alternative Investments, Structured Products, Special Situations, MBS, CDO
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA
University of Pennsylvania 1978 — 1982
B.A.
Elisa Lau's UBS Investment Bank Experience June 2008 - August 2008
Job Student at University of Pennsylvania
Industry Financial Services
Experience
UBS Investment Bank June 2008 - August 2008
Barclays Capital June 2007 - August 2007
Merck June 2006 - August 2006
Education
University of Pennsylvania 2004 — 2008
B.S. in Economics, Finance
University of Pennsylvania 2004 — 2008
B.S. in Engineering, Chemical Engineering
UBS Investment Bank June 2008 - August 2008
Barclays Capital June 2007 - August 2007
Merck June 2006 - August 2006
Education
University of Pennsylvania 2004 — 2008
B.S. in Economics, Finance
University of Pennsylvania 2004 — 2008
B.S. in Engineering, Chemical Engineering
Justin Biggs's UBS Investment Bank Experience July 2010 - Present
Job Prime Services Sales at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2010 - Present
UBS Investment Bank June 2009 - July 2009
TIAA-CREF June 2008 - August 2008
Advanced Technology Systems June 2007 - August 2007
Skills
Clearing, Futures, Derivatives, Prime Brokerage, Equities, Fixed Income, Hedge Funds, CTAs, Series 7, Series 63, Series 55, Series 3, Manage Client..., Business Analysis, Project Management
Education
University of Pennsylvania 2006 — 2010
BS, Finance
University of Pennsylvania - The Wharton School 2006 — 2010
BS, Finance
UBS Investment Bank July 2010 - Present
UBS Investment Bank June 2009 - July 2009
TIAA-CREF June 2008 - August 2008
Advanced Technology Systems June 2007 - August 2007
Skills
Clearing, Futures, Derivatives, Prime Brokerage, Equities, Fixed Income, Hedge Funds, CTAs, Series 7, Series 63, Series 55, Series 3, Manage Client..., Business Analysis, Project Management
Education
University of Pennsylvania 2006 — 2010
BS, Finance
University of Pennsylvania - The Wharton School 2006 — 2010
BS, Finance
James Hillier's UBS Investment Bank Experience October 2000 - September 2013
Job VP of Investor Relations at PTC
Industry Computer Software
Experience
PTC September 2013 - Present
UBS Investment Bank October 2000 - September 2013
Credit Suisse April 2000 - October 2000
AllianceBernstein July 1999 - April 2000
Skills
Equities, Valuation, Capital Markets, Equity Research, Financial Modeling, Investment Banking, Hedge Funds, Investments, Portfolio Management, LBO, Strategy, Fixed Income, Bloomberg, Corporate Finance, Investor Relations
Education
University of Pennsylvania 1995 — 1999
Bachelor of Arts (B.A.), Economics and English
PTC September 2013 - Present
UBS Investment Bank October 2000 - September 2013
Credit Suisse April 2000 - October 2000
AllianceBernstein July 1999 - April 2000
Skills
Equities, Valuation, Capital Markets, Equity Research, Financial Modeling, Investment Banking, Hedge Funds, Investments, Portfolio Management, LBO, Strategy, Fixed Income, Bloomberg, Corporate Finance, Investor Relations
Education
University of Pennsylvania 1995 — 1999
Bachelor of Arts (B.A.), Economics and English
Josh Kaufthal's UBS Investment Bank Experience July 2000 - August 2003
Job Analyst for The Delafield Team of Tocqueville Asset Management L.P.
Industry Investment Management
Experience
The Delafield Team of Tocqueville Asset Management L.P. September 2009 - Present
Delafield Asset Management divison of Reich & Tang Asset Management, LLC September 2003 - September 2009
UBS Investment Bank July 2000 - August 2003
Bear Stearns August 1997 - June 2000
Skills
Equity Research, Equities, Financial Analysis, Hedge Funds, Alternative Investments, Investment Banking, Valuation, Financial Modeling, Financial Reporting, Asset Management, Private Equity, Fixed Income, Portfolio Management
Education
University of Pennsylvania
BA
The Delafield Team of Tocqueville Asset Management L.P. September 2009 - Present
Delafield Asset Management divison of Reich & Tang Asset Management, LLC September 2003 - September 2009
UBS Investment Bank July 2000 - August 2003
Bear Stearns August 1997 - June 2000
Skills
Equity Research, Equities, Financial Analysis, Hedge Funds, Alternative Investments, Investment Banking, Valuation, Financial Modeling, Financial Reporting, Asset Management, Private Equity, Fixed Income, Portfolio Management
Education
University of Pennsylvania
BA
Keith Barry's UBS Investment Bank Experience March 1999 - April 2004
Job Healthcare Investment Banking Professional
Industry Investment Banking
Experience
Citigroup August 2006 - Present
Medical Capital Advisors, LLC February 2005 - August 2006
HealthpointCapital April 2004 - February 2005
UBS Investment Bank March 1999 - April 2004
Skills
Investment Banking, Private Equity, Financial Modeling, Valuation, Corporate Finance, Mergers, Equities, Due Diligence, M&A experience
Education
University of Notre Dame 1993 — 1997
Finance
Citigroup August 2006 - Present
Medical Capital Advisors, LLC February 2005 - August 2006
HealthpointCapital April 2004 - February 2005
UBS Investment Bank March 1999 - April 2004
Skills
Investment Banking, Private Equity, Financial Modeling, Valuation, Corporate Finance, Mergers, Equities, Due Diligence, M&A experience
Education
University of Notre Dame 1993 — 1997
Finance
William (Bill) Sullivan's UBS Investment Bank Experience December 1999 - May 2007
Job Alternative asset risk manager at Apollo Global Management
Industry Banking
Experience
Apollo Global Management April 2010 - Present
his own longevity/mortality consulting firm October 2009 - May 2011
Greystone March 2009 - October 2009
Swiss Re July 2007 - January 2009
UBS Investment Bank December 1999 - May 2007
Citibank April 1987 - December 1999
Skills
Capital Markets, Financial Structuring, Derivatives, Alternative Investments, Management, Structured Products, Financial Services, Financial Risk, Private Equity, Mutual Funds, Due Diligence, Fixed Income, Equities, Insurance, Structured Finance
Education
University of Ottawa
LL.B, Banking, Corporate, Finance, and Securities Law
Apollo Global Management April 2010 - Present
his own longevity/mortality consulting firm October 2009 - May 2011
Greystone March 2009 - October 2009
Swiss Re July 2007 - January 2009
UBS Investment Bank December 1999 - May 2007
Citibank April 1987 - December 1999
Skills
Capital Markets, Financial Structuring, Derivatives, Alternative Investments, Management, Structured Products, Financial Services, Financial Risk, Private Equity, Mutual Funds, Due Diligence, Fixed Income, Equities, Insurance, Structured Finance
Education
University of Ottawa
LL.B, Banking, Corporate, Finance, and Securities Law
Jasminka Arnautovic's UBS Investment Bank Experience July 2015 - Present
Job Associate at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2015 - Present
Notre Dame Endowment Office January 2015 - Present
Lazard June 2014 - August 2014
Aksia January 2009 - June 2013
Citadel Solutions LLC June 2008 - December 2008
Skills
Due Diligence, Hedge Funds, Portfolio Management, Alternative Investments, Asset Management, Investments
Education
University of Notre Dame - Mendoza College of Business 2013 — 2015
Master of Business Administration (MBA), Finance
University of Pennsylvania - The Wharton School 2004 — 2008
BS, Finance, Graduated cum laude
University of Pennsylvania 2004 — 2008
Bachelor of Economic Science, Finance, Business & Public Policy, Graduated cum laude
University of Pennsylvania 2004 — 2008
Bachelor of Arts, International Relations, Graduated cum laude
Ashbury College 2000 — 2004
UBS Investment Bank July 2015 - Present
Notre Dame Endowment Office January 2015 - Present
Lazard June 2014 - August 2014
Aksia January 2009 - June 2013
Citadel Solutions LLC June 2008 - December 2008
Skills
Due Diligence, Hedge Funds, Portfolio Management, Alternative Investments, Asset Management, Investments
Education
University of Notre Dame - Mendoza College of Business 2013 — 2015
Master of Business Administration (MBA), Finance
University of Pennsylvania - The Wharton School 2004 — 2008
BS, Finance, Graduated cum laude
University of Pennsylvania 2004 — 2008
Bachelor of Economic Science, Finance, Business & Public Policy, Graduated cum laude
University of Pennsylvania 2004 — 2008
Bachelor of Arts, International Relations, Graduated cum laude
Ashbury College 2000 — 2004
Clarinda Lim's UBS Investment Bank Experience July 2007 - July 2009
Job Vice President at Stone Point Capital
Industry Financial Services
Experience
Stone Point Capital January 2014 - Present
Stone Point Capital August 2010 - December 2013
Greenhill & Co. July 2009 - June 2010
UBS Investment Bank July 2007 - July 2009
Education
University of Pennsylvania 2003 — 2007
B.Sc., Chemical Engineering
University of Pennsylvania - The Wharton School 2003 — 2007
Stone Point Capital January 2014 - Present
Stone Point Capital August 2010 - December 2013
Greenhill & Co. July 2009 - June 2010
UBS Investment Bank July 2007 - July 2009
Education
University of Pennsylvania 2003 — 2007
B.Sc., Chemical Engineering
University of Pennsylvania - The Wharton School 2003 — 2007
Amit Khasgiwala's UBS Investment Bank Experience June 2015 - Present
Job MBA Candidate at NYU Stern School of Business
Industry Biotechnology
Experience
UBS Investment Bank June 2015 - Present
NNE Pharmaplan May 2011 - July 2014
Merck June 2008 - April 2011
Skills
Biotechnology, Pharmaceutical Industry, Automation, Validation, Manufacturing, Computer System..., GAMP, GMP, Emerson DeltaV, 21 CFR Part 11, Financial Modeling, Lifesciences, Change Control, GxP, Valuation, Biopharmaceuticals, CAPA, FDA, Microsoft Office, Microsoft Excel, V&V, Technology Transfer, Matlab, Life Sciences, Microsoft Word, Excel, Pharmaceuticals, Problem Solving, Word
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA), Finance, Strategy, Business Analytics
University of Pennsylvania 2004 — 2008
BSE, Bioengineering, Economics
UBS Investment Bank June 2015 - Present
NNE Pharmaplan May 2011 - July 2014
Merck June 2008 - April 2011
Skills
Biotechnology, Pharmaceutical Industry, Automation, Validation, Manufacturing, Computer System..., GAMP, GMP, Emerson DeltaV, 21 CFR Part 11, Financial Modeling, Lifesciences, Change Control, GxP, Valuation, Biopharmaceuticals, CAPA, FDA, Microsoft Office, Microsoft Excel, V&V, Technology Transfer, Matlab, Life Sciences, Microsoft Word, Excel, Pharmaceuticals, Problem Solving, Word
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA), Finance, Strategy, Business Analytics
University of Pennsylvania 2004 — 2008
BSE, Bioengineering, Economics
Sangeeta Ahmed's UBS Investment Bank Experience July 2007 - February 2009
Job Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2011 - Present
Compass Lexecon July 2009 - June 2011
UBS Investment Bank July 2007 - February 2009
Brac Bank Limited June 2006 - August 2006
Education
Wellesley College 2003 — 2007
BA, Economics
University of Oxford 2005 — 2006
PPE
JPMorgan Chase July 2011 - Present
Compass Lexecon July 2009 - June 2011
UBS Investment Bank July 2007 - February 2009
Brac Bank Limited June 2006 - August 2006
Education
Wellesley College 2003 — 2007
BA, Economics
University of Oxford 2005 — 2006
PPE
Dinesh Nadar's UBS Investment Bank Experience February 2008 - March 2015
Job Risk Management Technology Associate at AQR Capital Management
Industry Financial Services
Experience
AQR Capital Management April 2015 - Present
UBS Investment Bank February 2008 - March 2015
Patni Computer Systems May 2004 - May 2006
Skills
SDLC, Requirements Analysis, SQL, Unix, Agile Methodologies, Oracle, Software Project..., Business Analysis, Requirements Gathering, Java, Java Enterprise Edition, XML, Web Services, Software Development, Databases
Education
University of Pennsylvania 2006 — 2007
Masters, Computer Science
AQR Capital Management April 2015 - Present
UBS Investment Bank February 2008 - March 2015
Patni Computer Systems May 2004 - May 2006
Skills
SDLC, Requirements Analysis, SQL, Unix, Agile Methodologies, Oracle, Software Project..., Business Analysis, Requirements Gathering, Java, Java Enterprise Edition, XML, Web Services, Software Development, Databases
Education
University of Pennsylvania 2006 — 2007
Masters, Computer Science
Francisco Pinto-Leite's UBS Investment Bank Experience December 2002 - Present
Job Managing Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank December 2002 - Present
UBS Investment Bank 2002 - Present
Skills
Investment Banking, Fixed Income, Equities, Capital Markets, Private Equity
Education
University of Pennsylvania
Law
Unnerver
UBS Investment Bank December 2002 - Present
UBS Investment Bank 2002 - Present
Skills
Investment Banking, Fixed Income, Equities, Capital Markets, Private Equity
Education
University of Pennsylvania
Law
Unnerver
Don Pierce's UBS Investment Bank Experience 2004 - 2006
Job Partner at Shore Capital Partners
Industry Venture Capital & Private Equity
Experience
Shore Capital Partners October 2013 - Present
Baxter September 2009 - September 2013
RoundTable Healthcare Partners 2006 - 2009
UBS Investment Bank 2004 - 2006
Brown Gibbons Lang & Company 2002 - 2004
Education
University of Notre Dame - Mendoza College of Business 1997 — 2001
BBA, Finance
Shore Capital Partners October 2013 - Present
Baxter September 2009 - September 2013
RoundTable Healthcare Partners 2006 - 2009
UBS Investment Bank 2004 - 2006
Brown Gibbons Lang & Company 2002 - 2004
Education
University of Notre Dame - Mendoza College of Business 1997 — 2001
BBA, Finance
Nicholas Smithie's UBS Investment Bank Experience May 2010 - September 2013
Job Chief Investment Strategist at Emerging Global Advisors
Industry Investment Management
Experience
Emerging Global Advisors September 2013 - Present
UBS Investment Bank May 2010 - September 2013
MFS Investment Management 1998 - April 2010
Gartmore 1995 - 1997
Coopers & Lybrand 1988 - 1992
Skills
Equities, Emerging Markets, Portfolio Management, Valuation, Hedge Funds, Financial Analysis, Asset Allocation, Private Equity, Capital Markets, Fixed Income, Alternative Investments, Equity Research, Investment Banking, Derivatives, Asset Management, Mutual Funds, Financial Markets, Bloomberg, Investments, Equity Valuation, Structured Finance, Investment Management, Bonds, Investment Strategies, Trading, Equity Derivatives, Securities, Financial Structuring, Corporate Finance, Venture Capital, FX Options, Investor Relations, Institutional..., Investment Advisory, Series 7, Equity Capital Markets, Equity Trading, Financial Modeling, Options, Wealth Management, IPO, Finance, Due Diligence
Education
University of Oxford 1985 — 1988
Jurisprudence, Law, MA, Honours
Eton College 1979 — 1984
A & O levels, Modern languages, liberal arts
Emerging Global Advisors September 2013 - Present
UBS Investment Bank May 2010 - September 2013
MFS Investment Management 1998 - April 2010
Gartmore 1995 - 1997
Coopers & Lybrand 1988 - 1992
Skills
Equities, Emerging Markets, Portfolio Management, Valuation, Hedge Funds, Financial Analysis, Asset Allocation, Private Equity, Capital Markets, Fixed Income, Alternative Investments, Equity Research, Investment Banking, Derivatives, Asset Management, Mutual Funds, Financial Markets, Bloomberg, Investments, Equity Valuation, Structured Finance, Investment Management, Bonds, Investment Strategies, Trading, Equity Derivatives, Securities, Financial Structuring, Corporate Finance, Venture Capital, FX Options, Investor Relations, Institutional..., Investment Advisory, Series 7, Equity Capital Markets, Equity Trading, Financial Modeling, Options, Wealth Management, IPO, Finance, Due Diligence
Education
University of Oxford 1985 — 1988
Jurisprudence, Law, MA, Honours
Eton College 1979 — 1984
A & O levels, Modern languages, liberal arts
Ben Kream's UBS Investment Bank Experience July 2007 - June 2008
Job Natural Gas Options Trader at Valkyrie Trading
Industry Financial Services
Experience
Valkyrie Trading August 2014 - Present
CorePower Yoga 2013 - 2014
TransMarket Group, L.L.C. January 2010 - June 2013
FTI Consulting July 2008 - January 2010
UBS Investment Bank July 2007 - June 2008
Jefferies & Company May 2006 - August 2006
Skills
Capital Markets, Interest Rate..., Financial Modeling, Bloomberg, Fixed Income, Derivatives, Options, Trading, Financial Analysis, Global Macro, Commodity, Financial Markets
Education
The University of Chicago 2014 — 2015
Master of Science (MS), Computer Science
University of Pennsylvania 2003 — 2007
Bachelor of Arts, Economics & Math
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science, Economics - Finance
Valkyrie Trading August 2014 - Present
CorePower Yoga 2013 - 2014
TransMarket Group, L.L.C. January 2010 - June 2013
FTI Consulting July 2008 - January 2010
UBS Investment Bank July 2007 - June 2008
Jefferies & Company May 2006 - August 2006
Skills
Capital Markets, Interest Rate..., Financial Modeling, Bloomberg, Fixed Income, Derivatives, Options, Trading, Financial Analysis, Global Macro, Commodity, Financial Markets
Education
The University of Chicago 2014 — 2015
Master of Science (MS), Computer Science
University of Pennsylvania 2003 — 2007
Bachelor of Arts, Economics & Math
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science, Economics - Finance
Bryan Spielman's UBS Investment Bank Experience May 2006 - August 2008
Job Executive Vice President
Industry Computer Software
Experience
Medidata Solutions September 2011 - Present
Centerview Partners August 2008 - September 2011
UBS Investment Bank May 2006 - August 2008
Bear Stearns April 2000 - May 2006
Skills
Clinical Trials, Corporate Development, Corporate Finance, Due Diligence, Financial Modeling, Go-to-market Strategy, Management, Mergers, Pharmaceutical Industry, Private Equity, Start-ups, Strategy, Valuation, Venture Capital, Executive Management, Business Strategy, Enterprise Software, Cross-functional Team..., SaaS, Entrepreneurship, Investments, Strategic Partnerships, Business Development, Strategic Planning
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Pennsylvania
BA
Medidata Solutions September 2011 - Present
Centerview Partners August 2008 - September 2011
UBS Investment Bank May 2006 - August 2008
Bear Stearns April 2000 - May 2006
Skills
Clinical Trials, Corporate Development, Corporate Finance, Due Diligence, Financial Modeling, Go-to-market Strategy, Management, Mergers, Pharmaceutical Industry, Private Equity, Start-ups, Strategy, Valuation, Venture Capital, Executive Management, Business Strategy, Enterprise Software, Cross-functional Team..., SaaS, Entrepreneurship, Investments, Strategic Partnerships, Business Development, Strategic Planning
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Pennsylvania
BA
Eric Gleave's UBS Investment Bank Experience July 2014 - Present
Job Associate Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2014 - Present
Moelis & Company June 2013 - August 2013
Roland Berger Strategy Consultants March 2012 - August 2012
Bain & Company April 2008 - February 2012
Deloitte September 2006 - August 2007
Skills
Market Entry, Due Diligence, Management Consulting, Growth Strategies, Strategic Consulting, Financial Modeling, Acquisition Integration, Valuation, Private Equity, Strategy, Corporate Development, Emerging Markets, Venture Capital, Corporate Finance, Business Strategy, Mergers, Financial Analysis
Education
Wharton School, University of Pennsylvania 2012 — 2014
MBA, Accounting and Finance
University of Oxford 2002 — 2006
MChem, Chemistry
Eltham College 1995 — 2002
UBS Investment Bank July 2014 - Present
Moelis & Company June 2013 - August 2013
Roland Berger Strategy Consultants March 2012 - August 2012
Bain & Company April 2008 - February 2012
Deloitte September 2006 - August 2007
Skills
Market Entry, Due Diligence, Management Consulting, Growth Strategies, Strategic Consulting, Financial Modeling, Acquisition Integration, Valuation, Private Equity, Strategy, Corporate Development, Emerging Markets, Venture Capital, Corporate Finance, Business Strategy, Mergers, Financial Analysis
Education
Wharton School, University of Pennsylvania 2012 — 2014
MBA, Accounting and Finance
University of Oxford 2002 — 2006
MChem, Chemistry
Eltham College 1995 — 2002
Christopher Sighinolfi, CFA's UBS Investment Bank Experience February 2011 - May 2013
Job Senior Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company May 2013 - Present
UBS Investment Bank February 2011 - May 2013
UBS Investment Bank February 2009 - February 2011
UBS Investment Bank June 2006 - February 2009
Lord Abbett May 2005 - August 2005
Mount Desert Island Biological Laboratory June 2001 - August 2004
Education
University of Pennsylvania 2002 — 2006
BA, Philosophy, Politics, and Economics
Brewer High School 1998 — 2002
Jefferies & Company May 2013 - Present
UBS Investment Bank February 2011 - May 2013
UBS Investment Bank February 2009 - February 2011
UBS Investment Bank June 2006 - February 2009
Lord Abbett May 2005 - August 2005
Mount Desert Island Biological Laboratory June 2001 - August 2004
Education
University of Pennsylvania 2002 — 2006
BA, Philosophy, Politics, and Economics
Brewer High School 1998 — 2002
Joon Kim's UBS Investment Bank Experience July 2012 - March 2013
Job Analyst at Citadel LLC
Industry Investment Management
Experience
Citadel LLC November 2014 - Present
Silver Lake March 2013 - October 2014
UBS Investment Bank July 2012 - March 2013
Skills
Financial Modeling, Investment Banking
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science in Economics, Finance
University of Pennsylvania 2008 — 2012
Bachelor of Science in Engineering, Systems Engineering
Citadel LLC November 2014 - Present
Silver Lake March 2013 - October 2014
UBS Investment Bank July 2012 - March 2013
Skills
Financial Modeling, Investment Banking
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science in Economics, Finance
University of Pennsylvania 2008 — 2012
Bachelor of Science in Engineering, Systems Engineering
Brett Kasner's UBS Investment Bank Experience August 2012 - November 2012
Job Vice President at Artist Capital
Industry Financial Services
Experience
Artist Capital November 2012 - Present
UBS Investment Bank August 2012 - November 2012
Houlihan Lokey July 2008 - July 2010
Bear Stearns September 2007 - March 2008
Skills
Financial Modeling, Valuation, Private Equity, Mergers & Acquisitions, Investment Banking, Corporate Development, Portfolio Management, Hedge Funds, Finance, Strategy, Capital Markets
Education
New York University, Stern School of Business 2010 — 2012
MBA, Finance & Entrepreneurship
University of Pennsylvania 2004 — 2008
BA, Political Science and French
Horace Mann High School 1992 — 2004
Artist Capital November 2012 - Present
UBS Investment Bank August 2012 - November 2012
Houlihan Lokey July 2008 - July 2010
Bear Stearns September 2007 - March 2008
Skills
Financial Modeling, Valuation, Private Equity, Mergers & Acquisitions, Investment Banking, Corporate Development, Portfolio Management, Hedge Funds, Finance, Strategy, Capital Markets
Education
New York University, Stern School of Business 2010 — 2012
MBA, Finance & Entrepreneurship
University of Pennsylvania 2004 — 2008
BA, Political Science and French
Horace Mann High School 1992 — 2004
Andrew Marks's UBS Investment Bank Experience June 2006 - August 2006
Job Principal at Anicca Capital
Industry Investment Management
Experience
Anicca Capital April 2014 - Present
Blue Ridge Capital March 2010 - March 2014
The Blackstone Group July 2009 - February 2010
Atticus Capital May 2008 - July 2008
Ares Management July 2007 - August 2007
UBS Investment Bank June 2006 - August 2006
Education
University of Pennsylvania 2005 — 2009
BA, Philosophy, Politics and Economics
Anicca Capital April 2014 - Present
Blue Ridge Capital March 2010 - March 2014
The Blackstone Group July 2009 - February 2010
Atticus Capital May 2008 - July 2008
Ares Management July 2007 - August 2007
UBS Investment Bank June 2006 - August 2006
Education
University of Pennsylvania 2005 — 2009
BA, Philosophy, Politics and Economics
Harsha Jujjavarapu's UBS Investment Bank Experience June 2010 - July 2011
Job Analyst at Tekne Capital
Industry Financial Services
Experience
Tekne Capital September 2013 - Present
Court Square Capital Partners August 2011 - August 2013
UBS Investment Bank June 2010 - July 2011
UBS Investment Bank July 2008 - May 2010
Skills
Investment Banking, Leveraged Finance, Valuation, Private Equity, M&A experience, Financial Modeling, IPO, LBO, Corporate Finance, Derivatives
Education
University of Pennsylvania 2004 — 2008
B.Sc., Finance, Management, and Computer Science
Tekne Capital September 2013 - Present
Court Square Capital Partners August 2011 - August 2013
UBS Investment Bank June 2010 - July 2011
UBS Investment Bank July 2008 - May 2010
Skills
Investment Banking, Leveraged Finance, Valuation, Private Equity, M&A experience, Financial Modeling, IPO, LBO, Corporate Finance, Derivatives
Education
University of Pennsylvania 2004 — 2008
B.Sc., Finance, Management, and Computer Science
Kristen Schneider's UBS Investment Bank Experience August 2009 - October 2012
Job Director at Mizuho Securities USA Inc., Fixed Income Sales, University of Pennsylvania
Industry Investment Banking
Experience
Mizuho Securities USA Inc. December 2012 - Present
UBS Investment Bank August 2009 - October 2012
Skills
Fixed Income, Credit Derivatives, High Yield, Structured Products, Capital Markets, Derivatives, Bloomberg, Hedge Funds, Bonds, CDS, Investment Banking, Equities, Financial Markets, Trading, Interest Rate..., FX Options, Emerging Markets, Series 7, Swaps, Equity Derivatives, Trading Systems, Electronic Trading, Options, Prime Brokerage, Alternative Investments
Education
University of Pennsylvania 2004 — 2008
Bachelor of Arts (BA), Philosophy, Politics, and Economics
University of Pennsylvania 2004 — 2008
Bachelor's degree, Philosophy, Politics, and Economics
Mizuho Securities USA Inc. December 2012 - Present
UBS Investment Bank August 2009 - October 2012
Skills
Fixed Income, Credit Derivatives, High Yield, Structured Products, Capital Markets, Derivatives, Bloomberg, Hedge Funds, Bonds, CDS, Investment Banking, Equities, Financial Markets, Trading, Interest Rate..., FX Options, Emerging Markets, Series 7, Swaps, Equity Derivatives, Trading Systems, Electronic Trading, Options, Prime Brokerage, Alternative Investments
Education
University of Pennsylvania 2004 — 2008
Bachelor of Arts (BA), Philosophy, Politics, and Economics
University of Pennsylvania 2004 — 2008
Bachelor's degree, Philosophy, Politics, and Economics
Omar Elangbawy's UBS Investment Bank Experience August 2013 - Present
Job Associate Director, US Equity Strategy at UBS
Industry Research
Experience
UBS Investment Bank August 2013 - Present
Becker Drapkin Management September 2012 - May 2013
FLAG Capital Management, LLC October 2009 - December 2011
UBS Global Asset Management November 2007 - October 2009
UBS Wealth Management July 2006 - November 2007
Skills
Private Equity, Hedge Funds, Venture Capital, Fund Of Funds, Due Diligence, Mutual Funds, Valuation, Financial Modeling, Equities, Alternative Investments, Investment Banking, Emerging Markets, Corporate Finance, Bloomberg, Investments, Investment Management, Portfolio Management, Asset Management, Financial Analysis, Capital Markets, Investor Relations, Equity Research, Derivatives
Education
Columbia Business School 2011 — 2013
Master of Business Administration (MBA), Finance
University of Pennsylvania 2002 — 2006
BA / BSE, Economics / Computer Science
UBS Investment Bank August 2013 - Present
Becker Drapkin Management September 2012 - May 2013
FLAG Capital Management, LLC October 2009 - December 2011
UBS Global Asset Management November 2007 - October 2009
UBS Wealth Management July 2006 - November 2007
Skills
Private Equity, Hedge Funds, Venture Capital, Fund Of Funds, Due Diligence, Mutual Funds, Valuation, Financial Modeling, Equities, Alternative Investments, Investment Banking, Emerging Markets, Corporate Finance, Bloomberg, Investments, Investment Management, Portfolio Management, Asset Management, Financial Analysis, Capital Markets, Investor Relations, Equity Research, Derivatives
Education
Columbia Business School 2011 — 2013
Master of Business Administration (MBA), Finance
University of Pennsylvania 2002 — 2006
BA / BSE, Economics / Computer Science
Andrew Hertzmark's UBS Investment Bank Experience June 1998 - June 2000
Job Partner at Generation Partners
Industry Venture Capital & Private Equity
Experience
Generation Partners June 2004 - Present
Galen Partners June 2000 - June 2004
UBS Investment Bank June 1998 - June 2000
Dillon Read June 1998 - June 2000
Skills
LBO, Venture Capital, Private Equity, Corporate Development, Private Placements, Buyouts, Valuation, Mergers & Acquisitions, Due Diligence, Recapitalizations, Capital Raising, Alternative Investments
Education
Wharton School, University of Pennsylvania 2002 — 2004
Master of Business Administration (MBA), Finance and Healthcare Management
University of Pennsylvania 1994 — 1998
Bachelor of Arts (B.A.), Economics
The Taft School 1990 — 1994
Generation Partners June 2004 - Present
Galen Partners June 2000 - June 2004
UBS Investment Bank June 1998 - June 2000
Dillon Read June 1998 - June 2000
Skills
LBO, Venture Capital, Private Equity, Corporate Development, Private Placements, Buyouts, Valuation, Mergers & Acquisitions, Due Diligence, Recapitalizations, Capital Raising, Alternative Investments
Education
Wharton School, University of Pennsylvania 2002 — 2004
Master of Business Administration (MBA), Finance and Healthcare Management
University of Pennsylvania 1994 — 1998
Bachelor of Arts (B.A.), Economics
The Taft School 1990 — 1994
Andrew McGrath's UBS Investment Bank Experience July 2012 - Present
Job Associate Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2012 - Present
UBS Investment Bank June 2011 - August 2011
Lux Research June 2010 - August 2010
Skills
Valuation, Financial Modeling, Microsoft Office, PowerPoint, Data Analysis, Financial Analysis, Corporate Finance, Research, Bloomberg, Microsoft Word, Capital Markets
Education
University of Pennsylvania 2008 — 2012
B.S. Engineering, Mechanical Engineering & Applied Mechanics
University of Pennsylvania - The Wharton School 2008 — 2012
B.S. Economics, Finance
UBS Investment Bank July 2012 - Present
UBS Investment Bank June 2011 - August 2011
Lux Research June 2010 - August 2010
Skills
Valuation, Financial Modeling, Microsoft Office, PowerPoint, Data Analysis, Financial Analysis, Corporate Finance, Research, Bloomberg, Microsoft Word, Capital Markets
Education
University of Pennsylvania 2008 — 2012
B.S. Engineering, Mechanical Engineering & Applied Mechanics
University of Pennsylvania - The Wharton School 2008 — 2012
B.S. Economics, Finance
Anthony Adler's UBS Investment Bank Experience July 2012 - Present
Job Analyst at UBS Investment Bank, Financial Institutions Group
Industry Investment Banking
Experience
UBS Investment Bank July 2012 - Present
UBS Investment Bank June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Valuation, Financial Modeling, Financial Analysis, Investment Banking
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts (B.A.), Philosophy, Politics and Economics
The Lawrenceville School 2006 — 2008
UBS Investment Bank July 2012 - Present
UBS Investment Bank June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Valuation, Financial Modeling, Financial Analysis, Investment Banking
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts (B.A.), Philosophy, Politics and Economics
The Lawrenceville School 2006 — 2008
Michael Bassinger's UBS Investment Bank Experience April 2000 - April 2011
Job Senior Vice President at BNY Mellon / Dreyfus Investments
Industry Financial Services
Experience
BNY Mellon / Dreyfus Investments October 2013 - Present
Pelagos Capital Management, LLC June 2011 - July 2013
UBS Investment Bank April 2000 - April 2011
UBS Investment Bank April 2000 - April 2008
Skills
Hedge Funds, Capital Markets, Equities, Series 7, Investor Relations, Bonds, Investment Strategies, Relationship Management, Investment Advisory, Alternative Investments, Commodity, Business Development, Series 63, Series 3
Education
University of Notre Dame
BS, Mechanical/Industrial Engineering
BNY Mellon / Dreyfus Investments October 2013 - Present
Pelagos Capital Management, LLC June 2011 - July 2013
UBS Investment Bank April 2000 - April 2011
UBS Investment Bank April 2000 - April 2008
Skills
Hedge Funds, Capital Markets, Equities, Series 7, Investor Relations, Bonds, Investment Strategies, Relationship Management, Investment Advisory, Alternative Investments, Commodity, Business Development, Series 63, Series 3
Education
University of Notre Dame
BS, Mechanical/Industrial Engineering
Andrew Goldman's UBS Investment Bank Experience 2000 - 2002
Job Managing Partner at Seven Locks Capital
Industry Investment Management
Experience
Seven Locks Capital October 2008 - Present
Magnetar Capital May 2005 - August 2008
Rockbay Capital 2002 - 2005
UBS Investment Bank 2000 - 2002
Merrill Lynch 1999 - 1999
Skills
Mergers & Acquisitions, Corporate Finance, Hedge Funds, Private Equity
Education
University of Pennsylvania 1996 — 2000
BS, Econ, Finance
Churchill 1992 — 1996
Seven Locks Capital October 2008 - Present
Magnetar Capital May 2005 - August 2008
Rockbay Capital 2002 - 2005
UBS Investment Bank 2000 - 2002
Merrill Lynch 1999 - 1999
Skills
Mergers & Acquisitions, Corporate Finance, Hedge Funds, Private Equity
Education
University of Pennsylvania 1996 — 2000
BS, Econ, Finance
Churchill 1992 — 1996
Linda Filar's UBS Investment Bank Experience 2006 - 2011
Job Investment Banking Professional
Industry Investment Banking
Experience
UBS Investment Bank 2006 - 2011
RBS Global Banking & Markets 1996 - 2006
Salomon Brothers 1993 - 1996
Education
NYU Stern School of Business 1999 — 2002
MBA, Economics and Finance
University of Notre Dame 1986 — 1990
BBA, Finance
UBS Investment Bank 2006 - 2011
RBS Global Banking & Markets 1996 - 2006
Salomon Brothers 1993 - 1996
Education
NYU Stern School of Business 1999 — 2002
MBA, Economics and Finance
University of Notre Dame 1986 — 1990
BBA, Finance
Paul Velekei's UBS Investment Bank Experience June 2006 - May 2009
Job Weiss MultiStrategy Advisers
Industry Investment Banking
Experience
Weiss Multi-Strategy Advisers January 2015 - Present
RBC Capital Markets June 2009 - January 2015
UBS Investment Bank June 2006 - May 2009
Education
University of Pennsylvania 2001 — 2006
Blair Academy
High School
Weiss Multi-Strategy Advisers January 2015 - Present
RBC Capital Markets June 2009 - January 2015
UBS Investment Bank June 2006 - May 2009
Education
University of Pennsylvania 2001 — 2006
Blair Academy
High School
Michael Tarino's UBS Investment Bank Experience June 2014 - August 2014
Job Student at University of Pennsylvania
Industry
Experience
UBS Investment Bank June 2014 - August 2014
Valde Capital Investment LLC October 2013 - January 2014
Public Policy Initiative (PPI) - The Wharton School June 2013 - July 2013
US Congress June 2012 - July 2012
Education
Wharton School, University of Pennsylvania 2011 — 2015
Bachelor of Science (B.S.), Economics
University of Pennsylvania 2011 — 2015
UBS Investment Bank June 2014 - August 2014
Valde Capital Investment LLC October 2013 - January 2014
Public Policy Initiative (PPI) - The Wharton School June 2013 - July 2013
US Congress June 2012 - July 2012
Education
Wharton School, University of Pennsylvania 2011 — 2015
Bachelor of Science (B.S.), Economics
University of Pennsylvania 2011 — 2015
Grafton Ifill III's UBS Investment Bank Experience August 2008 - May 2010
Job Vice President Cross Asset Sales at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs June 2010 - Present
UBS Investment Bank August 2008 - May 2010
UBS Investment Bank August 2007 - August 2008
Education
University of Pennsylvania
(PPE) Philosophy, Politics, & Economics
Goldman Sachs June 2010 - Present
UBS Investment Bank August 2008 - May 2010
UBS Investment Bank August 2007 - August 2008
Education
University of Pennsylvania
(PPE) Philosophy, Politics, & Economics
Rebecca Tusa's UBS Investment Bank Experience February 2015 - Present
Job Associate Director, Equity Capital Markets
Industry Investment Banking
Experience
UBS Investment Bank February 2015 - Present
UBS Investment Bank July 2012 - January 2015
UBS Investment Bank June 2011 - September 2011
Skills
Investment Banking, Bloomberg, Equities, Capital Markets, Fixed Income, Derivatives, Equity Derivatives
Education
Oxford University 2009 — 2012
Bachelor of Arts (B.A.), Politics, Philosophy & Economics
Westminster School 2007 — 2009
UBS Investment Bank February 2015 - Present
UBS Investment Bank July 2012 - January 2015
UBS Investment Bank June 2011 - September 2011
Skills
Investment Banking, Bloomberg, Equities, Capital Markets, Fixed Income, Derivatives, Equity Derivatives
Education
Oxford University 2009 — 2012
Bachelor of Arts (B.A.), Politics, Philosophy & Economics
Westminster School 2007 — 2009