UBS Investment Bank
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UBS Investment Bank Employees
Employee
Years
Job
Industry
Jesal Doshi Jesal Doshi's UBS Investment Bank Experience September 2006 - June 2007
Job Vice President, Treasury/Finance Technology at RBS Markets and International Banking
Industry Financial Services
Experience
RBS Markets and International Banking August 2014 - Present
SAC Capital Advisors October 2013 - July 2014
JPMorgan Chase April 2012 - September 2013
The Blackstone Group August 2011 - January 2012
JPMorgan Chase January 2011 - July 2011
Societe Generale June 2007 - August 2010
UBS Investment Bank September 2006 - June 2007
Linda Strumpf, Esq. October 2004 - August 2006
Imperium February 2004 - September 2004
OnLine Solution Pvt Ltd. September 1999 - January 2002
Skills
.NET, C#, VB.NET, WinForms, WCF, Web Services, VBA, Microsoft Excel, Access, Microsoft SQL Server, Oracle, Sybase, QuickBooks, Fixed Income, Derivatives, Options, MBS, Bloomberg
Education
University of Pune 1995 — 1999
B.E., Computer Science
Angel Land High School - Bombay
SSC
Mithibai College Of Science - Bombay
HSC
RBS Markets and International Banking August 2014 - Present
SAC Capital Advisors October 2013 - July 2014
JPMorgan Chase April 2012 - September 2013
The Blackstone Group August 2011 - January 2012
JPMorgan Chase January 2011 - July 2011
Societe Generale June 2007 - August 2010
UBS Investment Bank September 2006 - June 2007
Linda Strumpf, Esq. October 2004 - August 2006
Imperium February 2004 - September 2004
OnLine Solution Pvt Ltd. September 1999 - January 2002
Skills
.NET, C#, VB.NET, WinForms, WCF, Web Services, VBA, Microsoft Excel, Access, Microsoft SQL Server, Oracle, Sybase, QuickBooks, Fixed Income, Derivatives, Options, MBS, Bloomberg
Education
University of Pune 1995 — 1999
B.E., Computer Science
Angel Land High School - Bombay
SSC
Mithibai College Of Science - Bombay
HSC
Ben Herman Ben Herman's UBS Investment Bank Experience July 2007 - June 2009
Job Vice President at Cressey & Company LP
Industry Financial Services
Experience
Cressey & Company LP July 2014 - Present
VetCor June 2013 - June 2014
Bain & Company June 2012 - August 2012
Cressey & Co July 2009 - July 2011
UBS Investment Bank July 2007 - June 2009
Skills
Investment Banking, Private Equity, Valuation, Financial Modeling, LBO, Corporate Finance, Due Diligence, Corporate Development, Venture Capital, M&A experience, Mergers & Acquisitions, Emerging Markets, Financial Analysis, Investments, Capital Markets, Equities
Education
Wharton School, University of Pennsylvania 2011 — 2013
MBA, Healthcare Management
Yale University 2003 — 2007
BA, Economics
Cressey & Company LP July 2014 - Present
VetCor June 2013 - June 2014
Bain & Company June 2012 - August 2012
Cressey & Co July 2009 - July 2011
UBS Investment Bank July 2007 - June 2009
Skills
Investment Banking, Private Equity, Valuation, Financial Modeling, LBO, Corporate Finance, Due Diligence, Corporate Development, Venture Capital, M&A experience, Mergers & Acquisitions, Emerging Markets, Financial Analysis, Investments, Capital Markets, Equities
Education
Wharton School, University of Pennsylvania 2011 — 2013
MBA, Healthcare Management
Yale University 2003 — 2007
BA, Economics
Bryan Lalezarian Bryan Lalezarian's UBS Investment Bank Experience July 2005 - June 2007
Job CEO at MeUndies
Industry Apparel & Fashion
Experience
MeUndies February 2013 - Present
Highside Capital Management June 2011 - August 2011
Oaktree Capital Management August 2007 - June 2010
UBS Investment Bank July 2005 - June 2007
Wells Fargo May 2004 - August 2004
Goldman Properties September 2002 - April 2004
Merrill Lynch May 2002 - August 2002
Skills
Private Equity, Investments, Venture Capital, Equities, Valuation, Mergers & Acquisitions, Financial Modeling, Real Estate, Emerging Markets, E-commerce, Due Diligence, Corporate Development, Mutual Funds, Investment Management, Leveraged Finance, Web Development, Enterprise Software, Hedge Funds, LBO, Ruby on Rails
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Management
University of Pennsylvania - The Wharton School 2001 — 2005
BS in Economics, Real Estate, Management, Finance
MeUndies February 2013 - Present
Highside Capital Management June 2011 - August 2011
Oaktree Capital Management August 2007 - June 2010
UBS Investment Bank July 2005 - June 2007
Wells Fargo May 2004 - August 2004
Goldman Properties September 2002 - April 2004
Merrill Lynch May 2002 - August 2002
Skills
Private Equity, Investments, Venture Capital, Equities, Valuation, Mergers & Acquisitions, Financial Modeling, Real Estate, Emerging Markets, E-commerce, Due Diligence, Corporate Development, Mutual Funds, Investment Management, Leveraged Finance, Web Development, Enterprise Software, Hedge Funds, LBO, Ruby on Rails
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Management
University of Pennsylvania - The Wharton School 2001 — 2005
BS in Economics, Real Estate, Management, Finance
Caroline Shieh Caroline Shieh's UBS Investment Bank Experience June 2006 - August 2006
Job Product at Box
Industry Internet
Experience
Box July 2015 - Present
Eventbrite June 2014 - August 2014
Linker Networks Inc. April 2013 - July 2013
Investor Group Services (IGS) August 2011 - March 2013
Investor Group Services (IGS) August 2010 - August 2011
Greylock McKinnon Associates August 2009 - October 2010
CRA International June 2008 - August 2008
UBS Investment Bank June 2006 - August 2006
Skills
Data Analysis, Business Strategy, Market Sizing, Due Diligence, Modeling, Middle Market, Growth Strategies, Market Research, Research, Social Media, Management, Market Analysis, Economics, Marketing, Start-ups, Marketing Strategy, Strategic Partnerships, Customer Insight, Segmentation
Education
University of Pennsylvania - The Wharton School 2013 — 2015
MBA, Marketing and Operations
Wellesley College 2004 — 2008
Bachelor of Arts (BA), Economics, Chinese Studies
Box July 2015 - Present
Eventbrite June 2014 - August 2014
Linker Networks Inc. April 2013 - July 2013
Investor Group Services (IGS) August 2011 - March 2013
Investor Group Services (IGS) August 2010 - August 2011
Greylock McKinnon Associates August 2009 - October 2010
CRA International June 2008 - August 2008
UBS Investment Bank June 2006 - August 2006
Skills
Data Analysis, Business Strategy, Market Sizing, Due Diligence, Modeling, Middle Market, Growth Strategies, Market Research, Research, Social Media, Management, Market Analysis, Economics, Marketing, Start-ups, Marketing Strategy, Strategic Partnerships, Customer Insight, Segmentation
Education
University of Pennsylvania - The Wharton School 2013 — 2015
MBA, Marketing and Operations
Wellesley College 2004 — 2008
Bachelor of Arts (BA), Economics, Chinese Studies
Eddie Kim Eddie Kim's UBS Investment Bank Experience July 2008 - May 2013
Job Equity Research Associate at Barclays
Industry Financial Services
Experience
Barclays May 2013 - Present
UBS Investment Bank July 2008 - May 2013
Skills
Financial Modeling, Equities, Investment Banking, Valuation, Equity Research, Corporate Finance, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science (BS), Finance, General
Barclays May 2013 - Present
UBS Investment Bank July 2008 - May 2013
Skills
Financial Modeling, Equities, Investment Banking, Valuation, Equity Research, Corporate Finance, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science (BS), Finance, General
Brittany Commins Brittany Commins's UBS Investment Bank Experience July 2011 - February 2012
Job Oilfield Services Associate at Citadel LLC
Industry Banking
Experience
Citadel LLC October 2014 - Present
Credit Suisse August 2012 - October 2014
Credit Suisse March 2012 - July 2012
UBS Investment Bank July 2011 - February 2012
Skills
Investments, Private Equity, Bloomberg, Equity Research, Economics, Financial Modeling, Hedge Funds, VBA, Portfolio Management, Valuation, LBO, Derivatives, Investment Banking, Equities, Emerging Markets, Capital Markets, Equity Valuation, Corporate Finance, Due Diligence, Financial Analysis, Analysis, Data Analysis
Education
Wharton School, University of Pennsylvania 2007 — 2011
Bachelor of Science (BS), Finance and Operations Information Management
Citadel LLC October 2014 - Present
Credit Suisse August 2012 - October 2014
Credit Suisse March 2012 - July 2012
UBS Investment Bank July 2011 - February 2012
Skills
Investments, Private Equity, Bloomberg, Equity Research, Economics, Financial Modeling, Hedge Funds, VBA, Portfolio Management, Valuation, LBO, Derivatives, Investment Banking, Equities, Emerging Markets, Capital Markets, Equity Valuation, Corporate Finance, Due Diligence, Financial Analysis, Analysis, Data Analysis
Education
Wharton School, University of Pennsylvania 2007 — 2011
Bachelor of Science (BS), Finance and Operations Information Management
Edward Massaro Edward Massaro's UBS Investment Bank Experience March 2000 - October 2006
Job Chief Operating Officer at Knighthead Capital LLC
Industry Financial Services
Experience
Knighthead Capital LLC June 2009 - Present
Royal Bank of Scotland October 2006 - May 2008
UBS Investment Bank March 2000 - October 2006
Skills
Alternative Investments, Hedge Funds, Investment Banking, Capital Markets, Leveraged Finance
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance
Yale University 1984 — 1988
BA, Chemical Engineering
Knighthead Capital LLC June 2009 - Present
Royal Bank of Scotland October 2006 - May 2008
UBS Investment Bank March 2000 - October 2006
Skills
Alternative Investments, Hedge Funds, Investment Banking, Capital Markets, Leveraged Finance
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance
Yale University 1984 — 1988
BA, Chemical Engineering
David Istock David Istock's UBS Investment Bank Experience 2003 - 2008
Job Managing Director, Technology M&A
Industry Investment Banking
Experience
Cowen and Company 2010 - 2013
UBS Investment Bank 2003 - 2008
Bluefish Ventures 2000 - 2003
Paine Webber 1994 - 2000
Skills
Capital Markets, Venture Capital, Private Equity, Private Placements, Valuation, Investment Banking, Equities, Securities, Corporate Finance, Mergers & Acquisitions, Financial Services, M&A experience, Hedge Funds, Investments, Corporate Development, Finance
Education
Wharton School, University of Pennsylvania 1990 — 1994
B.S. Economics, Finance
Cowen and Company 2010 - 2013
UBS Investment Bank 2003 - 2008
Bluefish Ventures 2000 - 2003
Paine Webber 1994 - 2000
Skills
Capital Markets, Venture Capital, Private Equity, Private Placements, Valuation, Investment Banking, Equities, Securities, Corporate Finance, Mergers & Acquisitions, Financial Services, M&A experience, Hedge Funds, Investments, Corporate Development, Finance
Education
Wharton School, University of Pennsylvania 1990 — 1994
B.S. Economics, Finance
Carissa Feria Carissa Feria's UBS Investment Bank Experience February 2009 - June 2014
Job MBA Candidate at The Wharton School
Industry Financial Services
Experience
Ayala Corporation June 2015 - August 2015
UBS Investment Bank February 2009 - June 2014
UBS Investment Bank August 2007 - February 2009
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
Yale University 2003 — 2007
Bachelor, Economics
Ayala Corporation June 2015 - August 2015
UBS Investment Bank February 2009 - June 2014
UBS Investment Bank August 2007 - February 2009
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
Yale University 2003 — 2007
Bachelor, Economics
Dipak Bhudia's UBS Investment Bank Experience June 2010 - June 2011
Job Founder Clear Analytics | Self Service Business Intelligence for your average Excel user
Industry Information Technology and Services
Experience
Clear Analytics August 2014 - Present
Ana Data Consulting July 2010 - Present
Bank of America 2012 - 2013
UBS Investment Bank June 2010 - June 2011
Bank of America April 2009 - March 2010
Citi February 2009 - April 2009
Merrill Lynch August 2008 - February 2009
One William Street Capital Management February 2008 - August 2008
GoldenTree Asset Management May 2007 - January 2008
HedgeSpeed Technology, LLC 2007 - 2008
Skills
Business Intelligence, Entrepreneurship, SDLC, Agile Methodologies, Business Analysis, .NET, Software Development, Data Warehousing, SQL, Web Services, SharePoint, Integration, Risk Management, Financial Risk, C#, SSRS, Design Patterns, Software Design, Enterprise Software, Analytics, Risk, Management
Education
Plymouth University 1996 — 1999
MediaLab Arts (Hons)
Clear Analytics August 2014 - Present
Ana Data Consulting July 2010 - Present
Bank of America 2012 - 2013
UBS Investment Bank June 2010 - June 2011
Bank of America April 2009 - March 2010
Citi February 2009 - April 2009
Merrill Lynch August 2008 - February 2009
One William Street Capital Management February 2008 - August 2008
GoldenTree Asset Management May 2007 - January 2008
HedgeSpeed Technology, LLC 2007 - 2008
Skills
Business Intelligence, Entrepreneurship, SDLC, Agile Methodologies, Business Analysis, .NET, Software Development, Data Warehousing, SQL, Web Services, SharePoint, Integration, Risk Management, Financial Risk, C#, SSRS, Design Patterns, Software Design, Enterprise Software, Analytics, Risk, Management
Education
Plymouth University 1996 — 1999
MediaLab Arts (Hons)
Steve Wimmer Steve Wimmer's UBS Investment Bank Experience August 2008 - August 2009
Job Senior Underwriter of Trade Credit & Political Risk Insurance at FCIA Management Company, Inc.
Industry Insurance
Experience
FCIA Management Company, Inc. June 2012 - Present
Protiviti July 2011 - June 2012
Univest October 2009 - June 2011
UBS Investment Bank August 2008 - August 2009
Skills
Credit Risk, Financial Analysis, Trade Credit Insurance, Process Improvement, Project Management, Financial Statement..., Risk Management, Credit, Finance, Loans, Portfolio Management, Financial Modeling, Investments, Compliance, Internal Audit
Education
University of Pittsburgh 2004 — 2008
Bachelor of Science (BS), Finance, Economics
FCIA Management Company, Inc. June 2012 - Present
Protiviti July 2011 - June 2012
Univest October 2009 - June 2011
UBS Investment Bank August 2008 - August 2009
Skills
Credit Risk, Financial Analysis, Trade Credit Insurance, Process Improvement, Project Management, Financial Statement..., Risk Management, Credit, Finance, Loans, Portfolio Management, Financial Modeling, Investments, Compliance, Internal Audit
Education
University of Pittsburgh 2004 — 2008
Bachelor of Science (BS), Finance, Economics
Andrew Sobolta's UBS Investment Bank Experience March 2011 - Present
Job Product Support Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs November 2013 - Present
UBS Investment Bank March 2011 - Present
JP Morgan March 2007 - February 2011
Nets Basketball May 2006 - March 2007
Skills
Sales, Securities Lending, Public Speaking, Presentations, Cold Calling, Securities, Fixed Income, Negotiation, Bloomberg, Investment Banking, Networking, Financial Modeling, Trading, Investments, Trading Systems, Prime Brokerage, Banking, Equities, Hedge Funds, Market Research
Education
University of Rhode Island 2002 — 2006
Bachelor of Arts (BA), Communication and Media Studies
Goldman Sachs November 2013 - Present
UBS Investment Bank March 2011 - Present
JP Morgan March 2007 - February 2011
Nets Basketball May 2006 - March 2007
Skills
Sales, Securities Lending, Public Speaking, Presentations, Cold Calling, Securities, Fixed Income, Negotiation, Bloomberg, Investment Banking, Networking, Financial Modeling, Trading, Investments, Trading Systems, Prime Brokerage, Banking, Equities, Hedge Funds, Market Research
Education
University of Rhode Island 2002 — 2006
Bachelor of Arts (BA), Communication and Media Studies
Saul S. Kattan Saul S. Kattan's UBS Investment Bank Experience 2008 - 2011
Job Managing Partner at Sea Street Capital Advisors LLC
Industry Investment Banking
Experience
Sea Street Capital Advisors LLC 2014 - Present
CapRok Capital 2012 - 2014
UBS Investment Bank 2008 - 2011
Skills
Structured Products, Alternative Investments, Fixed Income, CDS, CDO, Management, Investment Banking, Securities, Hedge Funds
Education
University of Pennsylvania - The Wharton School 1985 — 1989
BS, Finance
University of Pennsylvania - School of Engineering and Applied Science 1985 — 1989
BAS, Computer Science
Sea Street Capital Advisors LLC 2014 - Present
CapRok Capital 2012 - 2014
UBS Investment Bank 2008 - 2011
Skills
Structured Products, Alternative Investments, Fixed Income, CDS, CDO, Management, Investment Banking, Securities, Hedge Funds
Education
University of Pennsylvania - The Wharton School 1985 — 1989
BS, Finance
University of Pennsylvania - School of Engineering and Applied Science 1985 — 1989
BAS, Computer Science
David Portnoy David Portnoy's UBS Investment Bank Experience June 2010 - August 2010
Job MBA Candidate at The Wharton School
Industry Financial Services
Experience
The Wharton School August 2015 - Present
American Securities August 2013 - July 2015
J.P. Morgan June 2011 - June 2013
UBS Investment Bank June 2010 - August 2010
Monness, Crespi, Hardt June 2009 - August 2009
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics, Finance
Horace Greeley High School 2003 — 2007
The Wharton School August 2015 - Present
American Securities August 2013 - July 2015
J.P. Morgan June 2011 - June 2013
UBS Investment Bank June 2010 - August 2010
Monness, Crespi, Hardt June 2009 - August 2009
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics, Finance
Horace Greeley High School 2003 — 2007
Nicholas Rush Nicholas Rush's UBS Investment Bank Experience June 2014 - Present
Job Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank June 2014 - Present
UBS Investment Bank June 2013 - August 2013
UBS June 2012 - August 2012
Fifth Third Bank June 2011 - August 2011
Skills
Investment Banking, Economics, Research, Microsoft Excel, Financial Analysis, Loans, Data Analysis, PowerPoint, Microsoft Office, Bloomberg, Microsoft Word, Aviation, Event Planning, Tourism, Valuation
Education
Wharton School, University of Pennsylvania 2010 — 2014
Bachelor of Science (BS), Economics
UNSW Australia 2013 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
UBS Investment Bank June 2014 - Present
UBS Investment Bank June 2013 - August 2013
UBS June 2012 - August 2012
Fifth Third Bank June 2011 - August 2011
Skills
Investment Banking, Economics, Research, Microsoft Excel, Financial Analysis, Loans, Data Analysis, PowerPoint, Microsoft Office, Bloomberg, Microsoft Word, Aviation, Event Planning, Tourism, Valuation
Education
Wharton School, University of Pennsylvania 2010 — 2014
Bachelor of Science (BS), Economics
UNSW Australia 2013 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Samuel Graham's UBS Investment Bank Experience June 2015 - Present
Job Analyst Global Energy Group at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank June 2015 - Present
Octagon Credit Investors July 2013 - June 2015
BlackRock June 2012 - August 2012
Steelhead Partners LLC May 2011 - August 2011
Strategic Capital Group May 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Valuation, Investments, Portfolio Management, Microsoft Excel, Finance, Analysis, Bloomberg, Research
Education
University of Pennsylvania - The Wharton School 2009 — 2013
B.S., Finance, General
Woodinville
UBS Investment Bank June 2015 - Present
Octagon Credit Investors July 2013 - June 2015
BlackRock June 2012 - August 2012
Steelhead Partners LLC May 2011 - August 2011
Strategic Capital Group May 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Valuation, Investments, Portfolio Management, Microsoft Excel, Finance, Analysis, Bloomberg, Research
Education
University of Pennsylvania - The Wharton School 2009 — 2013
B.S., Finance, General
Woodinville
Ivan Kwong's UBS Investment Bank Experience February 2014 - July 2014
Job MBA Candidate at the Wharton School
Industry Management Consulting
Experience
Bain & Company January 2015 - Present
Bain & Company July 2014 - January 2015
UBS Investment Bank February 2014 - July 2014
UBS Investment Bank January 2011 - February 2014
The Oaktree Foundation July 2009 - November 2010
Straterjee September 2008 - August 2009
Martin Bell & Co Solicitors March 2007 - September 2008
Fly Synthesis Australia October 2006 - February 2007
Skills
Investment Banking, Valuation, Financial Modeling, Business Development
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
University of Sydney 2005 — 2010
Bachelor of Engineering / Bachelor of Law, Aeronautical (Space) Engineering
Bain & Company January 2015 - Present
Bain & Company July 2014 - January 2015
UBS Investment Bank February 2014 - July 2014
UBS Investment Bank January 2011 - February 2014
The Oaktree Foundation July 2009 - November 2010
Straterjee September 2008 - August 2009
Martin Bell & Co Solicitors March 2007 - September 2008
Fly Synthesis Australia October 2006 - February 2007
Skills
Investment Banking, Valuation, Financial Modeling, Business Development
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
University of Sydney 2005 — 2010
Bachelor of Engineering / Bachelor of Law, Aeronautical (Space) Engineering
Da Che's UBS Investment Bank Experience 2012 - 2012
Job Asset Management Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
UBS Investment Bank 2012 - 2012
Roth Capital Partners July 2011 - August 2011
IL Hedge Investments May 2011 - July 2011
Helios Capital Management Co. Ltd. June 2010 - July 2010
Morgan Stanley October 2008 - December 2008
Skills
Excel, Matlab, JMP, Corporate Finance, Financial Modeling, Microsoft Excel, Valuation, VBA
Education
University of Pennsylvania - The Wharton School 2009 — 2013
BS, FINANCE
J.P. Morgan May 2013 - Present
UBS Investment Bank 2012 - 2012
Roth Capital Partners July 2011 - August 2011
IL Hedge Investments May 2011 - July 2011
Helios Capital Management Co. Ltd. June 2010 - July 2010
Morgan Stanley October 2008 - December 2008
Skills
Excel, Matlab, JMP, Corporate Finance, Financial Modeling, Microsoft Excel, Valuation, VBA
Education
University of Pennsylvania - The Wharton School 2009 — 2013
BS, FINANCE
Nancy Zhang Nancy Zhang's UBS Investment Bank Experience July 2010 - September 2010
Job Private Equity Associate at H.I.G. Capital
Industry Investment Banking
Experience
H.I.G. Capital July 2013 - Present
Citi June 2011 - June 2013
The Wharton School January 2010 - May 2011
UBS Investment Bank July 2010 - September 2010
Skills
Financial Modeling, Bloomberg, Valuation, Financial Analysis, Private Equity, Investment Banking, Capital Markets, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2008 — 2011
BS in Economics, Finance and Operations & Information Management
H.I.G. Capital July 2013 - Present
Citi June 2011 - June 2013
The Wharton School January 2010 - May 2011
UBS Investment Bank July 2010 - September 2010
Skills
Financial Modeling, Bloomberg, Valuation, Financial Analysis, Private Equity, Investment Banking, Capital Markets, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2008 — 2011
BS in Economics, Finance and Operations & Information Management
Salman Kothari Salman Kothari's UBS Investment Bank Experience June 2008 - August 2008
Job Business Operations & Strategy at Campaign Monitor
Industry Computer Software
Experience
Campaign Monitor February 2015 - Present
Spectrum Equity October 2012 - January 2015
Bain Capital - Sankaty Advisors July 2010 - August 2012
Bain Capital - Sankaty Advisors June 2009 - August 2009
UBS Investment Bank June 2008 - August 2008
QED Benchmark Hedge Fund May 2007 - August 2007
EasyReach June 2006 - August 2006
U.S. Congressman Mike Honda 2004 - 2004
Skills
Valuation, Venture Capital, Financial Modeling, Private Equity, LBO, Investment Banking, Due Diligence, Corporate Finance, Business Development, Corporate Development, Business Strategy, Mergers & Acquisitions, Strategic Planning
Education
University of Pennsylvania 2005 — 2009
B.S., Economics and Materials Science Engineering
The Harker School 1997 — 2005
H.S. Diploma
Campaign Monitor February 2015 - Present
Spectrum Equity October 2012 - January 2015
Bain Capital - Sankaty Advisors July 2010 - August 2012
Bain Capital - Sankaty Advisors June 2009 - August 2009
UBS Investment Bank June 2008 - August 2008
QED Benchmark Hedge Fund May 2007 - August 2007
EasyReach June 2006 - August 2006
U.S. Congressman Mike Honda 2004 - 2004
Skills
Valuation, Venture Capital, Financial Modeling, Private Equity, LBO, Investment Banking, Due Diligence, Corporate Finance, Business Development, Corporate Development, Business Strategy, Mergers & Acquisitions, Strategic Planning
Education
University of Pennsylvania 2005 — 2009
B.S., Economics and Materials Science Engineering
The Harker School 1997 — 2005
H.S. Diploma
Sean Filkins Sean Filkins's UBS Investment Bank Experience January 2007 - Present
Job Director at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank January 2007 - Present
UBS Investment Bank January 2003 - January 2007
UBS Investment Bank January 2001 - January 2003
Skills
Fixed Income, Securities Lending, Series 7, Hedge Funds, Prime Brokerage, Bloomberg, Derivatives, Trading, Capital Markets, Collateral Management, Securities, Bonds, Electronic Trading, Structured Products, Credit Derivatives, Equity Derivatives, Trading Systems, Interest Rate..., Options, Investment Banking, Financial Markets, Emerging Markets, Series 63, Money Market, Rates, Funding, Treasury
Education
University of Rhode Island 1996 — 2000
Bachelor of Science, Business Administration; Finance
UBS Investment Bank January 2007 - Present
UBS Investment Bank January 2003 - January 2007
UBS Investment Bank January 2001 - January 2003
Skills
Fixed Income, Securities Lending, Series 7, Hedge Funds, Prime Brokerage, Bloomberg, Derivatives, Trading, Capital Markets, Collateral Management, Securities, Bonds, Electronic Trading, Structured Products, Credit Derivatives, Equity Derivatives, Trading Systems, Interest Rate..., Options, Investment Banking, Financial Markets, Emerging Markets, Series 63, Money Market, Rates, Funding, Treasury
Education
University of Rhode Island 1996 — 2000
Bachelor of Science, Business Administration; Finance
Chadwick Castle Chadwick Castle's UBS Investment Bank Experience 1996 - 1998
Job Managing Director Excelsior Realty Services LLC
Industry Real Estate
Experience
Excelsior Realty Services LLC January 2007 - Present
Metropolitan Montessori School June 2006 - May 2013
22-24 West 69th Street Corporation May 2000 - January 2013
Massey Knakal Realty Services acq. by Cushman and Wakefield 2003 - 2007
Concordia Solutions April 1999 - January 2003
Credit Suisse June 1998 - March 1999
UBS Investment Bank 1996 - 1998
Prudential Securities 1994 - 1996
Skills
Real Estate, Real Estate Investment, Negotiation, Asset Management, Due Diligence, Financial Analysis, Strategic Planning, Property Management, Entrepreneurship, Investment Properties, Investments, Private Equity, Venture Capital, Finance, Real Estate Development, Corporate Finance, Business Strategy, Property, Investment Banking, Valuation, Real Estate Economics, Real Estate Transactions, Apartments, Real Property, Disposition, Real Estate Financing, Commercial Real Estate, Brokerage, Corporate Real Estate, Acquisitions, Leases, Funding, Investors, Location Intelligence, Portfolio Management, Financial Structuring, Investment Sales, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1990 — 1994
Bachelor of Science (B.S.), Economics
Canyon Springs 1987 — 1990
Excelsior Realty Services LLC January 2007 - Present
Metropolitan Montessori School June 2006 - May 2013
22-24 West 69th Street Corporation May 2000 - January 2013
Massey Knakal Realty Services acq. by Cushman and Wakefield 2003 - 2007
Concordia Solutions April 1999 - January 2003
Credit Suisse June 1998 - March 1999
UBS Investment Bank 1996 - 1998
Prudential Securities 1994 - 1996
Skills
Real Estate, Real Estate Investment, Negotiation, Asset Management, Due Diligence, Financial Analysis, Strategic Planning, Property Management, Entrepreneurship, Investment Properties, Investments, Private Equity, Venture Capital, Finance, Real Estate Development, Corporate Finance, Business Strategy, Property, Investment Banking, Valuation, Real Estate Economics, Real Estate Transactions, Apartments, Real Property, Disposition, Real Estate Financing, Commercial Real Estate, Brokerage, Corporate Real Estate, Acquisitions, Leases, Funding, Investors, Location Intelligence, Portfolio Management, Financial Structuring, Investment Sales, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1990 — 1994
Bachelor of Science (B.S.), Economics
Canyon Springs 1987 — 1990
Alexis (Lexie) Kraff Alexis (Lexie) Kraff's UBS Investment Bank Experience June 2011 - August 2011
Job Director of Corporate Development at GLAMSQUAD
Industry Venture Capital & Private Equity
Experience
GLAMSQUAD September 2015 - Present
Insight Venture Partners September 2013 - August 2015
Goldman Sachs June 2012 - August 2012
UBS Investment Bank June 2011 - August 2011
Amici Capital July 2010 - August 2010
Skills
Private Equity, Investments, Hedge Funds, Venture Capital, Investment Banking, Leadership, LBO, Wealth Management, Securities, Mutual Funds, Valuation, Emerging Markets, Financial Modeling, Equity Research
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics, Finance, Summa Cum Laude
The Interdisciplinary Center (IDC) Herzliya, Israel 2011 — 2012
The Latin School of Chicago 2005 — 2009
High School
GLAMSQUAD September 2015 - Present
Insight Venture Partners September 2013 - August 2015
Goldman Sachs June 2012 - August 2012
UBS Investment Bank June 2011 - August 2011
Amici Capital July 2010 - August 2010
Skills
Private Equity, Investments, Hedge Funds, Venture Capital, Investment Banking, Leadership, LBO, Wealth Management, Securities, Mutual Funds, Valuation, Emerging Markets, Financial Modeling, Equity Research
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics, Finance, Summa Cum Laude
The Interdisciplinary Center (IDC) Herzliya, Israel 2011 — 2012
The Latin School of Chicago 2005 — 2009
High School
Lindsay Schroll's UBS Investment Bank Experience May 2007 - May 2009
Job Senior Securities Analyst at Invesco US
Industry Investment Management
Experience
Invesco US June 2014 - Present
Bank of America Merrill Lynch May 2009 - July 2012
UBS Investment Bank May 2007 - May 2009
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (M.B.A.)
Yale University 2001 — 2005
Economics
Invesco US June 2014 - Present
Bank of America Merrill Lynch May 2009 - July 2012
UBS Investment Bank May 2007 - May 2009
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (M.B.A.)
Yale University 2001 — 2005
Economics
Daniel Doddo Daniel Doddo's UBS Investment Bank Experience May 2010 - May 2012
Job Analyst at Daruma Capital Management, Inc.
Industry Investment Management
Experience
Daruma Capital Management, Inc. May 2012 - Present
UBS Investment Bank May 2010 - May 2012
Bank of America Merrill Lynch 2009 - May 2010
UBS Investment Bank February 2008 - 2009
Coconut Grove Bank June 2005 - August 2006
Skills
Financial Modeling, Equity Valuation, Financial Analysis, Equity Research, Fundamental Research, Financial Accounting, Excel, Factset, Bloomberg, Writing
Education
University of Pennsylvania - The Wharton School 2005 — 2009
BS, Finance, Legal Studies
Daruma Capital Management, Inc. May 2012 - Present
UBS Investment Bank May 2010 - May 2012
Bank of America Merrill Lynch 2009 - May 2010
UBS Investment Bank February 2008 - 2009
Coconut Grove Bank June 2005 - August 2006
Skills
Financial Modeling, Equity Valuation, Financial Analysis, Equity Research, Fundamental Research, Financial Accounting, Excel, Factset, Bloomberg, Writing
Education
University of Pennsylvania - The Wharton School 2005 — 2009
BS, Finance, Legal Studies
Nate Powers Nate Powers's UBS Investment Bank Experience June 2009 - August 2009
Job Analyst at Point72 Asset Management
Industry Investment Management
Experience
Point72 Asset Management December 2012 - Present
Jefferies & Company July 2011 - December 2012
National Football League June 2010 - August 2010
UBS Investment Bank June 2009 - August 2009
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science, Finance
Hamilton Southeastern High School 2004 — 2007
Point72 Asset Management December 2012 - Present
Jefferies & Company July 2011 - December 2012
National Football League June 2010 - August 2010
UBS Investment Bank June 2009 - August 2009
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science, Finance
Hamilton Southeastern High School 2004 — 2007
Mark Lovett Mark Lovett's UBS Investment Bank Experience July 2005 - July 2007
Job American Securities
Industry Financial Services
Experience
American Securities July 2012 - Present
DDJ Capital Management May 2011 - August 2011
Liberty Tire Recycling September 2009 - September 2010
American Securities August 2007 - September 2009
UBS Investment Bank July 2005 - July 2007
Skills
Private Equity, Equities, Acquisitions, Investment Banking, Investments, Portfolio Management, Securities, Special Situations, High Yield, Mutual Funds, Valuation, Acquisition Integration, Financial Modeling, LBO, Venture Capital, Due Diligence, Emerging Markets, Capital Markets, M&A experience, Corporate Finance, Corporate Development, Hedge Funds, Mergers & Acquisitions, Financial Analysis, Alternative Investments, Equity Research, Leveraged Finance, DCF
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance
Yale University 2001 — 2005
Bachelor of Arts (B.A.), Economics
American Securities July 2012 - Present
DDJ Capital Management May 2011 - August 2011
Liberty Tire Recycling September 2009 - September 2010
American Securities August 2007 - September 2009
UBS Investment Bank July 2005 - July 2007
Skills
Private Equity, Equities, Acquisitions, Investment Banking, Investments, Portfolio Management, Securities, Special Situations, High Yield, Mutual Funds, Valuation, Acquisition Integration, Financial Modeling, LBO, Venture Capital, Due Diligence, Emerging Markets, Capital Markets, M&A experience, Corporate Finance, Corporate Development, Hedge Funds, Mergers & Acquisitions, Financial Analysis, Alternative Investments, Equity Research, Leveraged Finance, DCF
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance
Yale University 2001 — 2005
Bachelor of Arts (B.A.), Economics
David Decker David Decker's UBS Investment Bank Experience March 2014 - Present
Job Global Director of Primary Market Research at UBS Investment Bank
Industry Research
Experience
UBS Investment Bank March 2014 - Present
Consumer Edge Insight February 2011 - January 2014
Morgan Stanley February 2003 - March 2011
The Cambridge Group 1996 - 2001
Mars & Co. 1990 - 1995
Skills
Consumer Insights, Market Research, Equity Research, Business Strategy, New Business Development, Consumer Products, Restaurants, Food & Beverage, Customer Insight, Consumer Behaviour, Competitive Analysis, Quantitative Research, Segmentation, Marketing Research, Strategy, Analytics
Education
University of Pennsylvania - The Wharton School 1986 — 1990
B.S., Finance and Management
UBS Investment Bank March 2014 - Present
Consumer Edge Insight February 2011 - January 2014
Morgan Stanley February 2003 - March 2011
The Cambridge Group 1996 - 2001
Mars & Co. 1990 - 1995
Skills
Consumer Insights, Market Research, Equity Research, Business Strategy, New Business Development, Consumer Products, Restaurants, Food & Beverage, Customer Insight, Consumer Behaviour, Competitive Analysis, Quantitative Research, Segmentation, Marketing Research, Strategy, Analytics
Education
University of Pennsylvania - The Wharton School 1986 — 1990
B.S., Finance and Management
Michael Vacca Michael Vacca's UBS Investment Bank Experience 1984 - 1985
Job President Transworld Business Advisors of Monmouth County; Business Broker & Franchise Sales
Industry Financial Services
Experience
Transworld Business Advisors of Monmouth County September 2014 - Present
Blue Winn Commercial September 2014 - Present
Caliber, LLC May 2013 - August 2014
Atlantic Solar Capital Management LLC April 2011 - April 2013
Cura Capital Management July 2006 - May 2011
Clinton Group March 1998 - February 2006
Deutsche Bank Securities March 1995 - March 1998
Paine Webber December 1990 - March 1995
Weeden & Co March 1989 - December 1990
UBS Investment Bank 1984 - 1985
Skills
Hedge Funds, Convertible Securities, Equity Derivatives, Fixed Income Portfolio..., Renewable Energy, Derivatives, Equities, Fund Of Funds, Portfolio Management, Alternative Investments, Asset Managment, Convertible Arbitrage, Fixed Income, Trading, Credit Derivatives, Equity Trading, Asset Management, Structured Products, Securities, Arbitrage, Mutual Funds, Investments, Investment Banking, Options, Risk Management, Financial Structuring, Capital Markets, Bonds, Bloomberg, Private Equity, Emerging Markets, Asset Allocation, Investment Management, Mergers & Acquisitions, Valuation, Management
Education
University of Pittsburgh 1971 — 1975
BA, Economics
Transworld Business Advisors of Monmouth County September 2014 - Present
Blue Winn Commercial September 2014 - Present
Caliber, LLC May 2013 - August 2014
Atlantic Solar Capital Management LLC April 2011 - April 2013
Cura Capital Management July 2006 - May 2011
Clinton Group March 1998 - February 2006
Deutsche Bank Securities March 1995 - March 1998
Paine Webber December 1990 - March 1995
Weeden & Co March 1989 - December 1990
UBS Investment Bank 1984 - 1985
Skills
Hedge Funds, Convertible Securities, Equity Derivatives, Fixed Income Portfolio..., Renewable Energy, Derivatives, Equities, Fund Of Funds, Portfolio Management, Alternative Investments, Asset Managment, Convertible Arbitrage, Fixed Income, Trading, Credit Derivatives, Equity Trading, Asset Management, Structured Products, Securities, Arbitrage, Mutual Funds, Investments, Investment Banking, Options, Risk Management, Financial Structuring, Capital Markets, Bonds, Bloomberg, Private Equity, Emerging Markets, Asset Allocation, Investment Management, Mergers & Acquisitions, Valuation, Management
Education
University of Pittsburgh 1971 — 1975
BA, Economics
Barbara Cona Amone Barbara Cona Amone's UBS Investment Bank Experience 1998 - 2010
Job Chief Human Resources Officer at Wellington Management
Industry Investment Management
Experience
Wellington Management September 2010 - Present
UBS Investment Bank 1998 - 2010
Donaldson, Lufkin & Jenrette 1991 - 1998
Drexel Burnham Lambert 1985 - 1989
Education
Columbia University
Master's degree, Industrial and Organizational Psychology
University of Pennsylvania - The Wharton School
Bachelor of Business Administration (B.B.A.), Management
Wellington Management September 2010 - Present
UBS Investment Bank 1998 - 2010
Donaldson, Lufkin & Jenrette 1991 - 1998
Drexel Burnham Lambert 1985 - 1989
Education
Columbia University
Master's degree, Industrial and Organizational Psychology
University of Pennsylvania - The Wharton School
Bachelor of Business Administration (B.B.A.), Management
Harrison Vigersky Harrison Vigersky's UBS Investment Bank Experience June 2011 - August 2011
Job Analyst at Third Avenue Management
Industry Real Estate
Experience
Third Avenue Management February 2014 - Present
Force Capital Management May 2013 - February 2014
UBS August 2012 - May 2013
Wharton Small Business Development Center September 2010 - May 2012
UBS Investment Bank June 2011 - August 2011
Skills
Financial Analysis, Excel, Mandarin, Financial Modeling, Valuation, Business Strategy, Due Diligence, Corporate Finance, Strategy
Education
University of Pennsylvania - The Lauder Institute 2010 — 2012
Master's degree, International Studies
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (MBA), Finance, General
Wesleyan University 2002 — 2006
Bachelor's degree, Philosophy
Third Avenue Management February 2014 - Present
Force Capital Management May 2013 - February 2014
UBS August 2012 - May 2013
Wharton Small Business Development Center September 2010 - May 2012
UBS Investment Bank June 2011 - August 2011
Skills
Financial Analysis, Excel, Mandarin, Financial Modeling, Valuation, Business Strategy, Due Diligence, Corporate Finance, Strategy
Education
University of Pennsylvania - The Lauder Institute 2010 — 2012
Master's degree, International Studies
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (MBA), Finance, General
Wesleyan University 2002 — 2006
Bachelor's degree, Philosophy
Joseph Feng Joseph Feng's UBS Investment Bank Experience July 2014 - Present
Job Investment Banking Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank July 2014 - Present
UBS Investment Bank June 2013 - August 2013
Skills
Financial Markets, Valuation, Investment Banking, Bloomberg, Trading, Financial Modeling, Investments
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science Economics, Finance
University of Sydney 2010 — 2010
Barker College 2005 — 2009
UBS Investment Bank July 2014 - Present
UBS Investment Bank June 2013 - August 2013
Skills
Financial Markets, Valuation, Investment Banking, Bloomberg, Trading, Financial Modeling, Investments
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science Economics, Finance
University of Sydney 2010 — 2010
Barker College 2005 — 2009
Brian Powers Brian Powers's UBS Investment Bank Experience June 2012 - August 2012
Job Cofounder at TemperPack
Industry Packaging and Containers
Experience
TemperPack April 2013 - Present
Moelis & Company July 2013 - September 2014
UBS Investment Bank June 2012 - August 2012
The Rock Creek Group June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Financial Modeling, Financial Analysis, Microsoft Office, Microsoft Word, Research, Teamwork, Finance, Market Research, Analysis, Statistics, Leadership, Corporate Finance, Financial Accounting
Education
University of Pennsylvania 2009 — 2013
Bachelor of Science (BS), Finance, General
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (BS), Finance, General
TemperPack April 2013 - Present
Moelis & Company July 2013 - September 2014
UBS Investment Bank June 2012 - August 2012
The Rock Creek Group June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Financial Modeling, Financial Analysis, Microsoft Office, Microsoft Word, Research, Teamwork, Finance, Market Research, Analysis, Statistics, Leadership, Corporate Finance, Financial Accounting
Education
University of Pennsylvania 2009 — 2013
Bachelor of Science (BS), Finance, General
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (BS), Finance, General
Scott Liebman Scott Liebman's UBS Investment Bank Experience June 2006 - August 2006
Job Director of Acquisitions & Business Development at Armchem International
Industry Investment Banking
Experience
Armchem International August 2013 - Present
Cross Keys Capital, LLC January 2012 - July 2013
FNY Capital Management LLC January 2010 - December 2011
FNY Capital Management LLC October 2008 - December 2009
Banc of America Securities July 2007 - October 2008
UBS Investment Bank June 2006 - August 2006
UBS Wealth Management May 2005 - July 2005
Skills
Bloomberg, Trading, Hedge Funds, Equities, Securities, Capital Markets, Fixed Income, Private Equity, Global Macro, Mergers & Acquisitions, Corporate Finance, Due Diligence, Financial Modeling, Valuation, Investment Banking, Investments, Alternative Investments, Derivatives, Emerging Markets, Bonds, Equity Research, Asset Management, Trading Systems, Options, FX Options, Venture Capital, Portfolio Management, Financial Markets, Electronic Trading, Equity Trading, Series 7, Asset Allocation, Investment Management, Equity Valuation, Fitness, Series 63, Investor Relations, Investment Strategies
Education
University of Pennsylvania 2003 — 2007
BA, Economics
Marblehead High School 1999 — 2003
Armchem International August 2013 - Present
Cross Keys Capital, LLC January 2012 - July 2013
FNY Capital Management LLC January 2010 - December 2011
FNY Capital Management LLC October 2008 - December 2009
Banc of America Securities July 2007 - October 2008
UBS Investment Bank June 2006 - August 2006
UBS Wealth Management May 2005 - July 2005
Skills
Bloomberg, Trading, Hedge Funds, Equities, Securities, Capital Markets, Fixed Income, Private Equity, Global Macro, Mergers & Acquisitions, Corporate Finance, Due Diligence, Financial Modeling, Valuation, Investment Banking, Investments, Alternative Investments, Derivatives, Emerging Markets, Bonds, Equity Research, Asset Management, Trading Systems, Options, FX Options, Venture Capital, Portfolio Management, Financial Markets, Electronic Trading, Equity Trading, Series 7, Asset Allocation, Investment Management, Equity Valuation, Fitness, Series 63, Investor Relations, Investment Strategies
Education
University of Pennsylvania 2003 — 2007
BA, Economics
Marblehead High School 1999 — 2003
Mary Kathryn Lynch Mary Kathryn Lynch's UBS Investment Bank Experience 2001 - 2008
Job Director of Finance Operations at Sunrun
Industry Renewables & Environment
Experience
Sunrun December 2013 - Present
Sunrun February 2013 - December 2013
The Vote Solar Initiative March 2012 - February 2013
Renewable Funding, LLC January 2011 - February 2013
UBS Investment Bank 2001 - 2008
Credit Suisse First Boston/DLJ 2000 - 2001
Deutsche Bank/Bankers Trust 1995 - 2000
Kidder Peabody 1993 - 1995
Skills
Cleantech, Corporate Development, Renewable Energy, Solar Energy, Energy Efficiency, Business Development, Financial Analysis, Investment Banking, M&A experience, Energy Policy
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance and Public Policy
University of Virginia 1981 — 1985
BS, Business
Sunrun December 2013 - Present
Sunrun February 2013 - December 2013
The Vote Solar Initiative March 2012 - February 2013
Renewable Funding, LLC January 2011 - February 2013
UBS Investment Bank 2001 - 2008
Credit Suisse First Boston/DLJ 2000 - 2001
Deutsche Bank/Bankers Trust 1995 - 2000
Kidder Peabody 1993 - 1995
Skills
Cleantech, Corporate Development, Renewable Energy, Solar Energy, Energy Efficiency, Business Development, Financial Analysis, Investment Banking, M&A experience, Energy Policy
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance and Public Policy
University of Virginia 1981 — 1985
BS, Business
Jamie Roberts Seltzer's UBS Investment Bank Experience July 2010 - July 2012
Job President & CEO at Alpha
Industry Consumer Electronics
Experience
Alpha Audiotronics, Inc. September 2014 - Present
Saban Capital Group July 2012 - July 2014
UBS Investment Bank July 2010 - July 2012
Apollo Management June 2009 - August 2009
Sling Media June 2008 - August 2008
Skills
Private Equity, Leveraged Finance, LBO, Investment Banking, Valuation, Financial Modeling, High Yield, Financial Analysis, Venture Capital, Capital Markets, Bloomberg, Hedge Funds, Media, Corporate Finance, Entertainment, Telecommunications, Equities, DCF
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BS, Finance, Operations & Information Management
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science (B.S.), Finance and Operations & Information Management
Alpha Audiotronics, Inc. September 2014 - Present
Saban Capital Group July 2012 - July 2014
UBS Investment Bank July 2010 - July 2012
Apollo Management June 2009 - August 2009
Sling Media June 2008 - August 2008
Skills
Private Equity, Leveraged Finance, LBO, Investment Banking, Valuation, Financial Modeling, High Yield, Financial Analysis, Venture Capital, Capital Markets, Bloomberg, Hedge Funds, Media, Corporate Finance, Entertainment, Telecommunications, Equities, DCF
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BS, Finance, Operations & Information Management
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science (B.S.), Finance and Operations & Information Management
Simon Wilson-Taylor Simon Wilson-Taylor's UBS Investment Bank Experience September 2009 - August 2011
Job President & CEO at Molten Markets Inc
Industry Capital Markets
Experience
Molten Markets Inc April 2012 - Present
UBS Investment Bank September 2009 - August 2011
FX startup January 2009 - September 2009
State Street November 1992 - January 2009
Midland Montagu (now HSBC) 1989 - 1992
Record Currency Management 1987 - 1989
The Export Finance Company Limited (ExFinCo) 1985 - 1987
Skills
Business, Partnerships, Electronic Trading, FX Options, Trading, Financial Markets, Trading Systems, Derivatives, Fixed Income, Capital Markets, Hedge Funds, Equities, Options, Currency, Investment Banking, Start-ups, Foreign Exchange, Risk Management, Technical Analysis, Emerging Markets, Portfolio Management, Economics, Proprietary Trading, Strategy, Banking, Hedging, FX trading, Structured Products, Finance, Equity Trading, Financial Risk, Financial Services, Alternative Investments, Investment Management, Commodity, Asset Management, Bonds, Funding
Education
King's College, Wimbledon, London 1969 — 1973
Forest Grange School 1966 — 1969
University of Pennsylvania - The Wharton School
Executive Development Program
Molten Markets Inc April 2012 - Present
UBS Investment Bank September 2009 - August 2011
FX startup January 2009 - September 2009
State Street November 1992 - January 2009
Midland Montagu (now HSBC) 1989 - 1992
Record Currency Management 1987 - 1989
The Export Finance Company Limited (ExFinCo) 1985 - 1987
Skills
Business, Partnerships, Electronic Trading, FX Options, Trading, Financial Markets, Trading Systems, Derivatives, Fixed Income, Capital Markets, Hedge Funds, Equities, Options, Currency, Investment Banking, Start-ups, Foreign Exchange, Risk Management, Technical Analysis, Emerging Markets, Portfolio Management, Economics, Proprietary Trading, Strategy, Banking, Hedging, FX trading, Structured Products, Finance, Equity Trading, Financial Risk, Financial Services, Alternative Investments, Investment Management, Commodity, Asset Management, Bonds, Funding
Education
King's College, Wimbledon, London 1969 — 1973
Forest Grange School 1966 — 1969
University of Pennsylvania - The Wharton School
Executive Development Program
Randi Nielsen Randi Nielsen's UBS Investment Bank Experience 1999 - 2008
Job Senior Banker at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan 2010 - Present
UBS Investment Bank 1999 - 2008
Bear Stearns 1994 - 1999
Credit Suisse First Boston 1984 - 1994
Skills
Investments, Structured Finance, Capital Markets, Hedge Funds, Fixed Income, Private Equity, Investment Banking, Equities, Alternative Investments, Bonds, Emerging Markets, Wealth Management, Bloomberg, Valuation, Structured Products, Derivatives, Series 7, Portfolio Management, High Yield, Equity Research, Finance, Securities, Equity Derivatives, Financial Structuring
Education
University of Pennsylvania 1980 — 1984
BSE, Finance
University of Pennsylvania - The Wharton School 1980 — 1984
BS, Finance
New York University - Leonard N. Stern School of Business
MBA, Finance
J.P. Morgan 2010 - Present
UBS Investment Bank 1999 - 2008
Bear Stearns 1994 - 1999
Credit Suisse First Boston 1984 - 1994
Skills
Investments, Structured Finance, Capital Markets, Hedge Funds, Fixed Income, Private Equity, Investment Banking, Equities, Alternative Investments, Bonds, Emerging Markets, Wealth Management, Bloomberg, Valuation, Structured Products, Derivatives, Series 7, Portfolio Management, High Yield, Equity Research, Finance, Securities, Equity Derivatives, Financial Structuring
Education
University of Pennsylvania 1980 — 1984
BSE, Finance
University of Pennsylvania - The Wharton School 1980 — 1984
BS, Finance
New York University - Leonard N. Stern School of Business
MBA, Finance
Gary Bornstein Gary Bornstein's UBS Investment Bank Experience May 2015 - Present
Job
Industry Financial Services
Experience
UBS Investment Bank May 2015 - Present
Bornstein Consulting August 2012 - Present
Citi August 2012 - May 2015
Credit Suisse May 2009 - August 2012
AIG February 2009 - May 2009
Morgan Stanley October 2004 - January 2009
Deloitte April 1998 - October 2004
Price Waterhouse September 1995 - April 1998
Education
Wharton School of the University of Pennsylvania 1991 — 1995
BSE
Clarkstown High School North 1987 — 1991
high school
UBS Investment Bank May 2015 - Present
Bornstein Consulting August 2012 - Present
Citi August 2012 - May 2015
Credit Suisse May 2009 - August 2012
AIG February 2009 - May 2009
Morgan Stanley October 2004 - January 2009
Deloitte April 1998 - October 2004
Price Waterhouse September 1995 - April 1998
Education
Wharton School of the University of Pennsylvania 1991 — 1995
BSE
Clarkstown High School North 1987 — 1991
high school
Christian Callender-Easby Christian Callender-Easby's UBS Investment Bank Experience July 2012 - April 2014
Job Private Equity Associate at KKR
Industry Oil & Energy
Experience
KKR May 2015 - Present
Goldman Sachs April 2014 - April 2015
UBS Investment Bank July 2012 - April 2014
UBS Investment Bank June 2011 - August 2011
Barzilay Development June 2010 - August 2010
Vestact May 2010 - June 2010
Skills
Financial Modeling, Valuation, Investment Banking, Financial Analysis, Corporate Finance, Capital Markets, LBO, Private Equity, Due Diligence, Emerging Markets
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (B.S.), Economics with Concentrations in Finance and Accounting
Hilton College 2003 — 2007
Graduated in IEB Top 50 with 8 Distinctions
KKR May 2015 - Present
Goldman Sachs April 2014 - April 2015
UBS Investment Bank July 2012 - April 2014
UBS Investment Bank June 2011 - August 2011
Barzilay Development June 2010 - August 2010
Vestact May 2010 - June 2010
Skills
Financial Modeling, Valuation, Investment Banking, Financial Analysis, Corporate Finance, Capital Markets, LBO, Private Equity, Due Diligence, Emerging Markets
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (B.S.), Economics with Concentrations in Finance and Accounting
Hilton College 2003 — 2007
Graduated in IEB Top 50 with 8 Distinctions
Selina Vellani Selina Vellani's UBS Investment Bank Experience July 2012 - May 2014
Job Investment Associate at ABRY Partners
Industry Venture Capital & Private Equity
Experience
ABRY Partners July 2014 - Present
UBS Investment Bank July 2012 - May 2014
UBS Investment Bank June 2011 - August 2011
Skills
Leveraged Finance, Financial Modeling, Valuation, Microsoft Office, Corporate Finance, Microsoft Excel, Investment Banking, Financial Analysis, PowerPoint, Data Analysis, Due Diligence, Investments, Microsoft Word, Leadership, Economics
Education
University of Pennsylvania - The Wharton School 2008 — 2012
B.S. Economics, Finance & Insurance and Risk Management
York House School 1995 — 2008
ABRY Partners July 2014 - Present
UBS Investment Bank July 2012 - May 2014
UBS Investment Bank June 2011 - August 2011
Skills
Leveraged Finance, Financial Modeling, Valuation, Microsoft Office, Corporate Finance, Microsoft Excel, Investment Banking, Financial Analysis, PowerPoint, Data Analysis, Due Diligence, Investments, Microsoft Word, Leadership, Economics
Education
University of Pennsylvania - The Wharton School 2008 — 2012
B.S. Economics, Finance & Insurance and Risk Management
York House School 1995 — 2008
Amy Dai Amy Dai's UBS Investment Bank Experience July 2010 - December 2011
Job Associate
Industry Venture Capital & Private Equity
Experience
GCM Grosvenor January 2014 - Present
Credit Suisse Private Equity January 2012 - January 2014
UBS Investment Bank July 2010 - December 2011
Skills
Private Equity, Investment Banking, Due Diligence, Valuation, Financial Modeling, LBO, Alternative Investments, Portfolio Management, Asset Allocation, Accounting, Investment Management, Investments, Corporate Development, Mergers, Investor Relations, Fund Of Funds, Acquisitions, Mutual Funds
Education
University of Pennsylvania - The Wharton School 2006 — 2010
B.S. in Economics (Finance and Accounting); Certificate in French Studies, Magna Cum Laude
GCM Grosvenor January 2014 - Present
Credit Suisse Private Equity January 2012 - January 2014
UBS Investment Bank July 2010 - December 2011
Skills
Private Equity, Investment Banking, Due Diligence, Valuation, Financial Modeling, LBO, Alternative Investments, Portfolio Management, Asset Allocation, Accounting, Investment Management, Investments, Corporate Development, Mergers, Investor Relations, Fund Of Funds, Acquisitions, Mutual Funds
Education
University of Pennsylvania - The Wharton School 2006 — 2010
B.S. in Economics (Finance and Accounting); Certificate in French Studies, Magna Cum Laude
Davis Terry Davis Terry's UBS Investment Bank Experience 1997 - April 2009
Job Founding Partner at TAP Advisors
Industry Investment Banking
Experience
TAP Advisors October 2009 - Present
UBS Securities September 1997 - April 2009
UBS Investment Bank 1997 - April 2009
Dillon, Read & Co. Inc. June 1979 - September 1997
Education
University of Pennsylvania - The Wharton School 1978 — 1979
MBA, Finance
Yale University 1972 — 1976
BA, History
TAP Advisors October 2009 - Present
UBS Securities September 1997 - April 2009
UBS Investment Bank 1997 - April 2009
Dillon, Read & Co. Inc. June 1979 - September 1997
Education
University of Pennsylvania - The Wharton School 1978 — 1979
MBA, Finance
Yale University 1972 — 1976
BA, History
Nicholas Longtin's UBS Investment Bank Experience May 2014 - August 2014
Job Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank May 2014 - August 2014
PNC June 2013 - August 2013
Berkadia Commercial Mortgage May 2012 - August 2012
Skills
Valuation, Real Estate, Finance, Due Diligence, Asset Managment, Investments, Portfolio Management, Underwriting, Capital Markets, Loan Origination, Loans, Equity Research, Financial Modeling, Cross-functional..., Corporate Finance, Bloomberg, Capital IQ, Microsoft Excel, Asset Management, Microsoft Office
Education
University of Pennsylvania - The Wharton School 2011 — 2015
BS in Economics, Finance
North High School - Sioux City, Iowa 2007 — 2011
UBS Investment Bank May 2014 - August 2014
PNC June 2013 - August 2013
Berkadia Commercial Mortgage May 2012 - August 2012
Skills
Valuation, Real Estate, Finance, Due Diligence, Asset Managment, Investments, Portfolio Management, Underwriting, Capital Markets, Loan Origination, Loans, Equity Research, Financial Modeling, Cross-functional..., Corporate Finance, Bloomberg, Capital IQ, Microsoft Excel, Asset Management, Microsoft Office
Education
University of Pennsylvania - The Wharton School 2011 — 2015
BS in Economics, Finance
North High School - Sioux City, Iowa 2007 — 2011
Angela Lu's UBS Investment Bank Experience July 2008 - October 2009
Job Quilvest Private Equity
Industry Venture Capital & Private Equity
Experience
Quilvest USA, Inc. August 2015 - Present
Lincolnshire Management June 2011 - August 2015
JPMorgan Chase October 2009 - June 2011
UBS Investment Bank July 2008 - October 2009
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Due Diligence, Capital IQ, Mergers, Corporate Development, M&A experience, LBO, Equities, Financial Analysis, Leveraged Finance, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BS Economics, Finance, Management
Quilvest USA, Inc. August 2015 - Present
Lincolnshire Management June 2011 - August 2015
JPMorgan Chase October 2009 - June 2011
UBS Investment Bank July 2008 - October 2009
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Due Diligence, Capital IQ, Mergers, Corporate Development, M&A experience, LBO, Equities, Financial Analysis, Leveraged Finance, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BS Economics, Finance, Management
Eric Beckmann's UBS Investment Bank Experience July 2010 - February 2012
Job Investment Analyst at Symphony Asset Management
Industry Investment Management
Experience
Symphony Asset Management February 2012 - Present
UBS Investment Bank July 2010 - February 2012
UBS Investment Bank June 2009 - August 2009
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BS, Economics / Concentration in Finance
Symphony Asset Management February 2012 - Present
UBS Investment Bank July 2010 - February 2012
UBS Investment Bank June 2009 - August 2009
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BS, Economics / Concentration in Finance
Jose P. Herrera Jose P. Herrera's UBS Investment Bank Experience June 2009 - August 2009
Job Business Analyst, FIS Analytics & Business Strategy at Banco Popular de Puerto Rico
Industry Financial Services
Experience
Banco Popular de Puerto Rico July 2014 - Present
Popular Securities June 2013 - July 2014
Banco Popular de Puerto Rico March 2013 - June 2013
Popular Securities July 2011 - March 2013
Popular, Inc. August 2010 - June 2011
UBS Investment Bank June 2009 - August 2009
SEO May 2009 - August 2009
Banco Popular de Puerto Rico May 2008 - August 2008
Popular Securities June 2007 - August 2007
Skills
Investments, Investment Advisory, Investment Banking, Corporate Finance, Financial Modeling, Business Valuation, Financial Analysis, Investment Consulting, Banking, Mutual Funds, ETFs, Separately Managed..., Financial Advisory, Securities, Finance, Business Analysis, Risk Management, Management, Valuation
Education
University of Puerto Rico-Rio Piedras 2004 — 2009
BBA
Colegio Marista 2000 — 2004
High School
Banco Popular de Puerto Rico July 2014 - Present
Popular Securities June 2013 - July 2014
Banco Popular de Puerto Rico March 2013 - June 2013
Popular Securities July 2011 - March 2013
Popular, Inc. August 2010 - June 2011
UBS Investment Bank June 2009 - August 2009
SEO May 2009 - August 2009
Banco Popular de Puerto Rico May 2008 - August 2008
Popular Securities June 2007 - August 2007
Skills
Investments, Investment Advisory, Investment Banking, Corporate Finance, Financial Modeling, Business Valuation, Financial Analysis, Investment Consulting, Banking, Mutual Funds, ETFs, Separately Managed..., Financial Advisory, Securities, Finance, Business Analysis, Risk Management, Management, Valuation
Education
University of Puerto Rico-Rio Piedras 2004 — 2009
BBA
Colegio Marista 2000 — 2004
High School
Santiago Riviere Santiago Riviere's UBS Investment Bank Experience 2000 - 2002
Job Director Relationship Manager Global Corporate Banking Group at HSBC Bank
Industry Financial Services
Experience
HSBC Bank 2010 - Present
Wells Fargo 2009 - 2010
GE Capital 2007 - 2009
Consolidated Group International 2002 - 2007
UBS Investment Bank 2000 - 2002
Prudential 1998 - 2000
Skills
Relationship Management, Corporate Banking, Commercial Banking, Corporate Finance, Investment Banking, Credit Analysis, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Capital Markets, Valuation, Finance, Banking
Education
University of Pennsylvania - The Wharton School
HSBC Bank 2010 - Present
Wells Fargo 2009 - 2010
GE Capital 2007 - 2009
Consolidated Group International 2002 - 2007
UBS Investment Bank 2000 - 2002
Prudential 1998 - 2000
Skills
Relationship Management, Corporate Banking, Commercial Banking, Corporate Finance, Investment Banking, Credit Analysis, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Capital Markets, Valuation, Finance, Banking
Education
University of Pennsylvania - The Wharton School
Jan Hanshaft Jan Hanshaft's UBS Investment Bank Experience February 1987 - February 2000
Job Vice President Operational Services at Charles Schwab
Industry Investment Banking
Experience
Charles Schwab May 2011 - Present
Charles Schwab November 2009 - May 2011
Curian Capital February 2005 - January 2009
Strong Investments February 2000 - February 2005
UBS Investment Bank February 1987 - February 2000
UBS Securities 1987 - 2000
Skills
Series 7, Securities
Education
University of Pittsburgh 1982 — 1986
BS, Mathmatics, Psychology
Charles Schwab May 2011 - Present
Charles Schwab November 2009 - May 2011
Curian Capital February 2005 - January 2009
Strong Investments February 2000 - February 2005
UBS Investment Bank February 1987 - February 2000
UBS Securities 1987 - 2000
Skills
Series 7, Securities
Education
University of Pittsburgh 1982 — 1986
BS, Mathmatics, Psychology
William Gaunt William Gaunt's UBS Investment Bank Experience March 2012 - June 2013
Job Director, Business Development at Castleton Commodities International
Industry
Experience
Castleton Commodities International July 2013 - Present
UBS Investment Bank March 2012 - June 2013
Moelis & Company September 2011 - March 2012
Freshfields Bruckhaus Deringer September 2008 - August 2011
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (MBA), Finance
University of Pennsylvania Law School 2004 — 2008
Juris Doctor, Law
Vanderbilt University 2000 — 2004
Bachelor of Arts (BA), Economics
Castleton Commodities International July 2013 - Present
UBS Investment Bank March 2012 - June 2013
Moelis & Company September 2011 - March 2012
Freshfields Bruckhaus Deringer September 2008 - August 2011
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (MBA), Finance
University of Pennsylvania Law School 2004 — 2008
Juris Doctor, Law
Vanderbilt University 2000 — 2004
Bachelor of Arts (BA), Economics
Kate Johnson's UBS Investment Bank Experience 2000 - 2004
Job Chief Commercial Officer for Software, CEO GE Intelligent Platforms Software
Industry Industrial Automation
Experience
GE January 2015 - Present
GE June 2014 - Present
GE August 2013 - June 2014
Oracle October 2007 - August 2013
Red Hat August 2004 - March 2007
UBS Investment Bank 2000 - 2004
Deloitte Consulting 1993 - 1999
Skills
Management Consulting, Strategy, SaaS, Program Management, Management, Business Transformation, Business Strategy, Change Management, Product Management, Enterprise Software, Executive Management, Consulting, Strategic Planning, Business Process..., Business Analysis, Order Management, PMO, Cloud Computing, Integration, IT Strategy, Oracle, Sales Management, Business Intelligence, Leadership, CRM, Professional Services, Pre-sales, Enterprise Architecture
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
Lehigh University 1985 — 1989
BS, Electrical Engineering
GE January 2015 - Present
GE June 2014 - Present
GE August 2013 - June 2014
Oracle October 2007 - August 2013
Red Hat August 2004 - March 2007
UBS Investment Bank 2000 - 2004
Deloitte Consulting 1993 - 1999
Skills
Management Consulting, Strategy, SaaS, Program Management, Management, Business Transformation, Business Strategy, Change Management, Product Management, Enterprise Software, Executive Management, Consulting, Strategic Planning, Business Process..., Business Analysis, Order Management, PMO, Cloud Computing, Integration, IT Strategy, Oracle, Sales Management, Business Intelligence, Leadership, CRM, Professional Services, Pre-sales, Enterprise Architecture
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
Lehigh University 1985 — 1989
BS, Electrical Engineering
Shivraj Vibhute Shivraj Vibhute's UBS Investment Bank Experience 2006 - August 2009
Job Business Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
UBS July 2012 - June 2015
UBS April 2011 - June 2012
JP Morgan Chase August 2009 - March 2011
Infosys April 2006 - August 2009
UBS Investment Bank 2006 - August 2009
Skills
Oracle, Informatica, Microsoft CRM, Equities, Data Warehousing, Business Analysis, Requirements Gathering, Change Management, Data Governance, Reference Data, Requirements Analysis, SDLC, Derivatives, Analysis, Databases, ETL, Data Analysis, Microsoft SQL Server, Trading Systems, Unix, Expectations Management, Data Quality, Equity Derivatives, Equity Trading, Corporate Actions
Education
University of Pune 2001 — 2005
B.E., Electronics and Telecommunication
B.H.E.L Secondary School 1990 — 1999
Bank of America Merrill Lynch July 2015 - Present
UBS July 2012 - June 2015
UBS April 2011 - June 2012
JP Morgan Chase August 2009 - March 2011
Infosys April 2006 - August 2009
UBS Investment Bank 2006 - August 2009
Skills
Oracle, Informatica, Microsoft CRM, Equities, Data Warehousing, Business Analysis, Requirements Gathering, Change Management, Data Governance, Reference Data, Requirements Analysis, SDLC, Derivatives, Analysis, Databases, ETL, Data Analysis, Microsoft SQL Server, Trading Systems, Unix, Expectations Management, Data Quality, Equity Derivatives, Equity Trading, Corporate Actions
Education
University of Pune 2001 — 2005
B.E., Electronics and Telecommunication
B.H.E.L Secondary School 1990 — 1999
Tommy Dodge Tommy Dodge's UBS Investment Bank Experience January 2012 - September 2012
Job Data Analyst at 7Park Data
Industry Internet
Experience
7Park Data August 2015 - Present
Sumall September 2012 - August 2015
UBS Investment Bank January 2012 - September 2012
BalanTrove Partners May 2011 - October 2011
Skills
Analytics, Financial Modeling, Fixed Income, Valuation, Start-ups, Hedge Funds, Quantitative Analytics, Investment Banking, Equities, VBA, Financial Analysis
Education
University of Pennsylvania 2006 — 2010
BS, Political Science
Manhasset High School 2002 — 2006
7Park Data August 2015 - Present
Sumall September 2012 - August 2015
UBS Investment Bank January 2012 - September 2012
BalanTrove Partners May 2011 - October 2011
Skills
Analytics, Financial Modeling, Fixed Income, Valuation, Start-ups, Hedge Funds, Quantitative Analytics, Investment Banking, Equities, VBA, Financial Analysis
Education
University of Pennsylvania 2006 — 2010
BS, Political Science
Manhasset High School 2002 — 2006
Suma Joseph, CBAP®'s UBS Investment Bank Experience November 2000 - 2007
Job Assistant Vice President at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse August 2008 - Present
UBS Investment Bank November 2000 - 2007
Enherent Corp (formely PRT Group) 1996 - 2000
Skills
Vendor Management, CRM, Project Management, Financial Services, Investment Banking, Back Office, Offshoring, SDLC, Leadership, Program Management, Strategic Planning, Quality Assurance
Education
University of Pune
Credit Suisse August 2008 - Present
UBS Investment Bank November 2000 - 2007
Enherent Corp (formely PRT Group) 1996 - 2000
Skills
Vendor Management, CRM, Project Management, Financial Services, Investment Banking, Back Office, Offshoring, SDLC, Leadership, Program Management, Strategic Planning, Quality Assurance
Education
University of Pune
Jared Sholly's UBS Investment Bank Experience June 2010 - August 2010
Job MBS Trader at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets June 2015 - Present
RBS Markets and International Banking July 2012 - June 2015
RBS Global Banking & Markets June 2011 - August 2011
UBS Investment Bank June 2010 - August 2010
Skills
Series 7, Series 63, Bloomberg, Yieldbook, Vantage, VBA, Python, Microsoft Excel, ABS, Credit, MBS, Structured Products, Trading, Equities, Fixed Income, Investment Banking, Investments
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science in Economics (B.S.), Finance, Cumulative GPA: 3.4/4.0
RBC Capital Markets June 2015 - Present
RBS Markets and International Banking July 2012 - June 2015
RBS Global Banking & Markets June 2011 - August 2011
UBS Investment Bank June 2010 - August 2010
Skills
Series 7, Series 63, Bloomberg, Yieldbook, Vantage, VBA, Python, Microsoft Excel, ABS, Credit, MBS, Structured Products, Trading, Equities, Fixed Income, Investment Banking, Investments
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science in Economics (B.S.), Finance, Cumulative GPA: 3.4/4.0
Nicole Shevins's UBS Investment Bank Experience August 2005 - April 2008
Job Director Investor Relations & Business Development at PVH
Industry Investment Banking
Experience
PVH March 2013 - Present
Goldman Sachs April 2012 - February 2013
Goldman Sachs April 2008 - April 2012
UBS Investment Bank August 2005 - April 2008
UBS Investment Bank August 2003 - August 2005
Skills
Business Development, Equity Research, Investor Relations, Equities, Financial Modeling, Valuation, Capital Markets
Education
Wharton School, University of Pennsylvania 1999 — 2003
Bachelor of Science (B.S.), Concentration in Finance; Minor in Spanish
Lawrence High School
PVH March 2013 - Present
Goldman Sachs April 2012 - February 2013
Goldman Sachs April 2008 - April 2012
UBS Investment Bank August 2005 - April 2008
UBS Investment Bank August 2003 - August 2005
Skills
Business Development, Equity Research, Investor Relations, Equities, Financial Modeling, Valuation, Capital Markets
Education
Wharton School, University of Pennsylvania 1999 — 2003
Bachelor of Science (B.S.), Concentration in Finance; Minor in Spanish
Lawrence High School
Laurence Coman's UBS Investment Bank Experience June 2012 - August 2012
Job Investment Banking Analyst at Greenhill & Co.
Industry Financial Services
Experience
Greenhill & Co. June 2013 - Present
UBS Investment Bank June 2012 - August 2012
BLADEX July 2011 - August 2011
Education
University of Pennsylvania 2009 — 2013
The Huntsman Program in International Studies and Business
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Economics, Finance
Ward Melville High School 2005 — 2009
Greenhill & Co. June 2013 - Present
UBS Investment Bank June 2012 - August 2012
BLADEX July 2011 - August 2011
Education
University of Pennsylvania 2009 — 2013
The Huntsman Program in International Studies and Business
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Economics, Finance
Ward Melville High School 2005 — 2009
Jonathan Allen's UBS Investment Bank Experience August 2009 - September 2011
Job Trader at Hoplite Capital Management
Industry Investment Management
Experience
Hoplite Capital Management September 2011 - Present
UBS Investment Bank August 2009 - September 2011
Lockwood Management, LLC 2004 - August 2011
Skills
Hedge Funds, Equities, Bloomberg, Alternative Investments, Derivatives, Electronic Trading, Fixed Income, Emerging Markets, Trading, Portfolio Management
Education
University of Pittsburgh 2005 — 2009
Bachelor's Degree
Hoplite Capital Management September 2011 - Present
UBS Investment Bank August 2009 - September 2011
Lockwood Management, LLC 2004 - August 2011
Skills
Hedge Funds, Equities, Bloomberg, Alternative Investments, Derivatives, Electronic Trading, Fixed Income, Emerging Markets, Trading, Portfolio Management
Education
University of Pittsburgh 2005 — 2009
Bachelor's Degree
Berry Cox Berry Cox's UBS Investment Bank Experience January 2010 - September 2011
Job President, Abacus Analytics Inc.
Industry Financial Services
Experience
UBS Investment Bank January 2010 - September 2011
Abacus Analytics November 2001 - January 2010
Credit Suisse First Boston October 2000 - October 2001
Donaldson, Lufkin & Jenrette April 1996 - October 2000
Salomon Brothers 1992 - 1996
Education
University of Pennsylvania - The Wharton School 1985 — 1986
MBA, Finance
University of Virginia 1979 — 1983
BA, Economics, International Relations
UBS Investment Bank January 2010 - September 2011
Abacus Analytics November 2001 - January 2010
Credit Suisse First Boston October 2000 - October 2001
Donaldson, Lufkin & Jenrette April 1996 - October 2000
Salomon Brothers 1992 - 1996
Education
University of Pennsylvania - The Wharton School 1985 — 1986
MBA, Finance
University of Virginia 1979 — 1983
BA, Economics, International Relations
Jonathan Golub Jonathan Golub's UBS Investment Bank Experience August 2009 - August 2013
Job
Industry Investment Banking
Experience
UBS Investment Bank August 2009 - August 2013
Bear Stearns May 2007 - May 2008
JP Morgan Asset Management April 2001 - May 2007
Skills
Equities, Hedge Funds, Alternative Investments, Portfolio Management, Economics, Quantitative Investing, Public Speaking, Valuation, Bloomberg
Education
University of Pennsylvania - The Wharton School 1982 — 1986
BSE, Economics/Accounting
UBS Investment Bank August 2009 - August 2013
Bear Stearns May 2007 - May 2008
JP Morgan Asset Management April 2001 - May 2007
Skills
Equities, Hedge Funds, Alternative Investments, Portfolio Management, Economics, Quantitative Investing, Public Speaking, Valuation, Bloomberg
Education
University of Pennsylvania - The Wharton School 1982 — 1986
BSE, Economics/Accounting
Frank Seichal, MIS's UBS Investment Bank Experience September 1994 - December 1995
Job Adjunct Professor Computer Science at Brookdale Community College
Industry Financial Services
Experience
Brookdale Community College May 2012 - Present
Asset Financial Services, Inc. February 2009 - February 2015
Citigroup June 1999 - February 2009
SalomonSmithBarney August 1998 - June 1999
Deloitte and Touche, LLP January 1996 - July 1998
UBS Investment Bank September 1994 - December 1995
Swiss Bank Corp March 1986 - August 1994
New Jersey Army National Guard October 1983 - October 1989
Skills
Program Management, Business Analysis, Project Management, Visio, Change Management, Management, Risk Management, Strategic Planning, Requirements Analysis, Business Continuity, Networking, Disaster Recovery, PMO, Unix, SDLC, Vendor Management, Infrastructure, Servers, Cross-functional Team..., Information Technology
Education
University of Phoenix 2009 — 2010
Master's Degree, Management Information Systems (MIS), 3.7
University of Phoenix 2007 — 2009
BS, Computer Science, 3.79
Brookdale Community College May 2012 - Present
Asset Financial Services, Inc. February 2009 - February 2015
Citigroup June 1999 - February 2009
SalomonSmithBarney August 1998 - June 1999
Deloitte and Touche, LLP January 1996 - July 1998
UBS Investment Bank September 1994 - December 1995
Swiss Bank Corp March 1986 - August 1994
New Jersey Army National Guard October 1983 - October 1989
Skills
Program Management, Business Analysis, Project Management, Visio, Change Management, Management, Risk Management, Strategic Planning, Requirements Analysis, Business Continuity, Networking, Disaster Recovery, PMO, Unix, SDLC, Vendor Management, Infrastructure, Servers, Cross-functional Team..., Information Technology
Education
University of Phoenix 2009 — 2010
Master's Degree, Management Information Systems (MIS), 3.7
University of Phoenix 2007 — 2009
BS, Computer Science, 3.79
Mason Lenhard's UBS Investment Bank Experience March 2007 - Present
Job Director Short Term Fixed Income Trader UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank March 2007 - Present
NextWave Broadband September 2005 - March 2007
Skills
Fixed Income, Derivatives, Trading, Financial Modeling, Series 7, Valuation, Financial Markets, Finance, Bonds, Series 63, Securities, Financial Analysis, Corporate Finance, Interest Rate..., Hedging, Credit, Swaps, Bloomberg
Education
University of Pennsylvania - The Wharton School 2000 — 2005
BS, Economics, Marketing
UBS Investment Bank March 2007 - Present
NextWave Broadband September 2005 - March 2007
Skills
Fixed Income, Derivatives, Trading, Financial Modeling, Series 7, Valuation, Financial Markets, Finance, Bonds, Series 63, Securities, Financial Analysis, Corporate Finance, Interest Rate..., Hedging, Credit, Swaps, Bloomberg
Education
University of Pennsylvania - The Wharton School 2000 — 2005
BS, Economics, Marketing
Vaibhav Joshi's UBS Investment Bank Experience March 2010 - August 2011
Job
Industry Information Technology and Services
Experience
JPMorgan Chase July 2013 - Present
Bank Of America Merrill Lynch July 2011 - July 2013
UBS Investment Bank March 2010 - August 2011
Goldman Sachs February 2007 - April 2011
IBM August 2003 - January 2007
Skills
Core Java, C++, Risk Management, Multithreading, Spring, Hibernate, Data Structures, Caching, Grid Computing, Sybase, Oracle, XML, TIBCO, JMS, Ant, CDS, Analytics, Credit Risk, Java Enterprise Edition, Sun Certified Java..., Java
Education
University of Pune 1999 — 2003
Bachelor of Engineering (BE), Information Technology
University of Pune 1999 — 2003
Bachelor of Engineering (Information Technology), Information Technology
JPMorgan Chase July 2013 - Present
Bank Of America Merrill Lynch July 2011 - July 2013
UBS Investment Bank March 2010 - August 2011
Goldman Sachs February 2007 - April 2011
IBM August 2003 - January 2007
Skills
Core Java, C++, Risk Management, Multithreading, Spring, Hibernate, Data Structures, Caching, Grid Computing, Sybase, Oracle, XML, TIBCO, JMS, Ant, CDS, Analytics, Credit Risk, Java Enterprise Edition, Sun Certified Java..., Java
Education
University of Pune 1999 — 2003
Bachelor of Engineering (BE), Information Technology
University of Pune 1999 — 2003
Bachelor of Engineering (Information Technology), Information Technology
Rishi Bhat's UBS Investment Bank Experience June 2006 - September 2006
Job mathemagician / internet entrepreneur / ninja hacker
Industry Internet
Experience
University of Illinois at Urbana-Champaign September 2011 - Present
knockknock systems July 2010 - August 2011
Fone2Fone September 2006 - March 2011
Legitime Technologies March 2009 - March 2010
UBS Investment Bank June 2006 - September 2006
myEDesk September 1999 - February 2000
SiegeSoft Internet Solutions June 1999 - September 1999
Education
UIUC 2011 — 2017
PhD, computer science, mathematics
University of Pennsylvania 2006 — 2006
MSE, Computer Information Science
University of Pennsylvania 2002 — 2006
BSE, Computer Science & Engineering, Mathematics
University of Chicago Lab Sch 1990 — 2002
University of Illinois at Urbana-Champaign September 2011 - Present
knockknock systems July 2010 - August 2011
Fone2Fone September 2006 - March 2011
Legitime Technologies March 2009 - March 2010
UBS Investment Bank June 2006 - September 2006
myEDesk September 1999 - February 2000
SiegeSoft Internet Solutions June 1999 - September 1999
Education
UIUC 2011 — 2017
PhD, computer science, mathematics
University of Pennsylvania 2006 — 2006
MSE, Computer Information Science
University of Pennsylvania 2002 — 2006
BSE, Computer Science & Engineering, Mathematics
University of Chicago Lab Sch 1990 — 2002
Preston Woo's UBS Investment Bank Experience 2003 - 2005
Job CFO and Head of Corporate Development
Industry Venture Capital & Private Equity
Experience
Sarcos May 2015 - Present
Pendrell Corporation 2012 - May 2015
Intellectual Ventures 2009 - 2012
Vulcan Capital 2005 - 2008
UBS Investment Bank 2003 - 2005
Education
University of Pennsylvania - The Wharton School
Bachelor of Science, Economics, Finance, Management
University of Pennsylvania - The Wharton School
MBA
Sarcos May 2015 - Present
Pendrell Corporation 2012 - May 2015
Intellectual Ventures 2009 - 2012
Vulcan Capital 2005 - 2008
UBS Investment Bank 2003 - 2005
Education
University of Pennsylvania - The Wharton School
Bachelor of Science, Economics, Finance, Management
University of Pennsylvania - The Wharton School
MBA
Richard Samuelson's UBS Investment Bank Experience 1992 - 2006
Job Independent Investment Banking Professional
Industry Investment Banking
Experience
UBS Investment Bank 1992 - 2006
UBS 1992 - 2006
Skills
Hedge Funds, Emerging Markets, Investment Banking, Equities, Capital Markets, Alternative Investments, Private Equity
Education
University of Pennsylvania - The Wharton School 1983 — 1985
UBS Investment Bank 1992 - 2006
UBS 1992 - 2006
Skills
Hedge Funds, Emerging Markets, Investment Banking, Equities, Capital Markets, Alternative Investments, Private Equity
Education
University of Pennsylvania - The Wharton School 1983 — 1985
Ryan Namdar, CFA's UBS Investment Bank Experience July 2008 - Present
Job Director, Equity Derivatives Trading at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank July 2008 - Present
Skills
Derivatives, Bloomberg, Equities, Trading, Hedge Funds, Capital Markets, Options, Equity Trading, Mathematica, R, Matlab
Education
University of Chicago 2010 — 2013
Master of Science (MS), Financial Mathematics
University of Pennsylvania - The Wharton School 2003 — 2008
Bachelor of Science (BS), Finance, Operations and Information Management
UBS Investment Bank July 2008 - Present
Skills
Derivatives, Bloomberg, Equities, Trading, Hedge Funds, Capital Markets, Options, Equity Trading, Mathematica, R, Matlab
Education
University of Chicago 2010 — 2013
Master of Science (MS), Financial Mathematics
University of Pennsylvania - The Wharton School 2003 — 2008
Bachelor of Science (BS), Finance, Operations and Information Management
Peter Mahoney's UBS Investment Bank Experience August 2008 - August 2009
Job Fixed Income Trader at Morley Financial Services Principal Global Investors
Industry Investment Management
Experience
Morley Financial Services - Principal Global Investors May 2013 - Present
Morley Financial Services - Principal Global Investors June 2012 - Present
Morley Financial Services - Principal Global Investors November 2010 - Present
UBS Investment Bank August 2008 - August 2009
Skills
Fixed Income
Education
University of Portland 2004 — 2008
BBA, Global Business
Morley Financial Services - Principal Global Investors May 2013 - Present
Morley Financial Services - Principal Global Investors June 2012 - Present
Morley Financial Services - Principal Global Investors November 2010 - Present
UBS Investment Bank August 2008 - August 2009
Skills
Fixed Income
Education
University of Portland 2004 — 2008
BBA, Global Business
Shallene Nguyen's UBS Investment Bank Experience July 2010 - October 2010
Job Application Administrator at MAXIMUS
Industry Information Technology and Services
Experience
MAXIMUS / employment thru Strategic IT Staffing, LLC January 2015 - Present
TEKsystems Agency / QBE First April 2013 - May 2014
Modis Agency for Balboa Insurance/Bank of America October 2010 - November 2012
UBS Investment Bank July 2010 - October 2010
DIRECTV December 2006 - April 2010
First American Corp April 2006 - December 2006
Hewlett Packard May 2001 - April 2006
Notel Networks / Clarify 2000 - 2001
Skills
SharePoint, Vendor Management, Business Analysis, Disaster Recovery, SDLC, Technical Support, Incident Management, ITIL, Requirements Analysis, Testing, SQL, CRM, Integration, Analysis, Agile Methodologies, Business Process
Education
Unversity of Phoenix 2007 — 2010
Bachelor of Science (BS), Information Technology
MAXIMUS / employment thru Strategic IT Staffing, LLC January 2015 - Present
TEKsystems Agency / QBE First April 2013 - May 2014
Modis Agency for Balboa Insurance/Bank of America October 2010 - November 2012
UBS Investment Bank July 2010 - October 2010
DIRECTV December 2006 - April 2010
First American Corp April 2006 - December 2006
Hewlett Packard May 2001 - April 2006
Notel Networks / Clarify 2000 - 2001
Skills
SharePoint, Vendor Management, Business Analysis, Disaster Recovery, SDLC, Technical Support, Incident Management, ITIL, Requirements Analysis, Testing, SQL, CRM, Integration, Analysis, Agile Methodologies, Business Process
Education
Unversity of Phoenix 2007 — 2010
Bachelor of Science (BS), Information Technology
Raj Jamadagni's UBS Investment Bank Experience 2007 - January 2012
Job Sr. Oracle DBA Developer at IntercontinentalExchange, Inc.
Industry Financial Services
Experience
IntercontinentalExchange, Inc. May 2011 - Present
UBS Investment Bank 2007 - January 2012
UBS AG July 2007 - May 2011
ESPN Inc September 1999 - June 2007
Skills
Oracle, Oracle RAC, SQL Tuning, Performance Tuning, Data Warehousing, Database Design, Data Modeling, PL/SQL, RMAN, Unix Shell Scripting, Solaris, SDLC, Unix, SQL
Education
University of Pune
BE (Computer Engineering)
IntercontinentalExchange, Inc. May 2011 - Present
UBS Investment Bank 2007 - January 2012
UBS AG July 2007 - May 2011
ESPN Inc September 1999 - June 2007
Skills
Oracle, Oracle RAC, SQL Tuning, Performance Tuning, Data Warehousing, Database Design, Data Modeling, PL/SQL, RMAN, Unix Shell Scripting, Solaris, SDLC, Unix, SQL
Education
University of Pune
BE (Computer Engineering)
Kai Sheng's UBS Investment Bank Experience August 2006 - September 2011
Job Platform Engineer at Teza Technologies
Industry Financial Services
Experience
Teza Technologies September 2011 - Present
UBS Investment Bank August 2006 - September 2011
Bloomberg January 2002 - August 2006
People's Bank of China April 1996 - July 2000
Education
University of Pittsburgh
Ph.D Candidate, Computer Science
Zhejiang University
Master, Computer Science
Teza Technologies September 2011 - Present
UBS Investment Bank August 2006 - September 2011
Bloomberg January 2002 - August 2006
People's Bank of China April 1996 - July 2000
Education
University of Pittsburgh
Ph.D Candidate, Computer Science
Zhejiang University
Master, Computer Science
Cindy Kim's UBS Investment Bank Experience June 2006 - August 2008
Job
Industry Retail
Experience
Peach and Lily August 2012 - November 2014
MemeBox June 2012 - August 2012
Turtle Bay Capital 2008 - 2010
UBS Investment Bank June 2006 - August 2008
UBS Investment Bank May 2005 - August 2005
Education
Wharton School, University of Pennsylvania 2011 — 2013
MBA
Wellesley College
BA
Stuyvesant High School
High School Diploma
Peach and Lily August 2012 - November 2014
MemeBox June 2012 - August 2012
Turtle Bay Capital 2008 - 2010
UBS Investment Bank June 2006 - August 2008
UBS Investment Bank May 2005 - August 2005
Education
Wharton School, University of Pennsylvania 2011 — 2013
MBA
Wellesley College
BA
Stuyvesant High School
High School Diploma
Silvia Pan's UBS Investment Bank Experience March 2010 - August 2011
Job Director at UBS AG
Industry Financial Services
Experience
UBS August 2011 - Present
UBS Investment Bank March 2010 - August 2011
UBS Investment Bank November 2009 - March 2010
UBS August 2006 - November 2009
CIBC January 2005 - June 2006
Alexion Pharmaceuticals March 2003 - December 2004
Lehman Brothers June 2000 - November 2002
PwC July 1997 - July 1999
ZS Associates September 1995 - June 1997
Education
University of Chicago 1999 — 2001
Master of Business Administration (M.B.A.), Finance, Strategic Management, International Management
University of Pennsylvania 1991 — 1995
Bachelor of Science in Economics, Multinational Management and Marketing, Cum Laude
UBS August 2011 - Present
UBS Investment Bank March 2010 - August 2011
UBS Investment Bank November 2009 - March 2010
UBS August 2006 - November 2009
CIBC January 2005 - June 2006
Alexion Pharmaceuticals March 2003 - December 2004
Lehman Brothers June 2000 - November 2002
PwC July 1997 - July 1999
ZS Associates September 1995 - June 1997
Education
University of Chicago 1999 — 2001
Master of Business Administration (M.B.A.), Finance, Strategic Management, International Management
University of Pennsylvania 1991 — 1995
Bachelor of Science in Economics, Multinational Management and Marketing, Cum Laude
Bari Spielfogel's UBS Investment Bank Experience May 2007 - August 2010
Job Fixed Income Sales and Trading
Industry Investment Banking
Experience
UBS Investment Bank May 2007 - August 2010
Education
University of Pennsylvania - The Wharton School 2002 — 2007
BSE, Management, Systems Engineering
UBS Investment Bank May 2007 - August 2010
Education
University of Pennsylvania - The Wharton School 2002 — 2007
BSE, Management, Systems Engineering
Richard Aubrey's UBS Investment Bank Experience July 2007 - June 2010
Job Vice President, E&P Coverage at Anchorage Capital Group, L.L.C.
Industry Venture Capital & Private Equity
Experience
Anchorage Capital Group, L.L.C. October 2014 - Present
Halliburton June 2013 - August 2013
First Reserve Corporation August 2010 - August 2012
UBS Investment Bank July 2007 - June 2010
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (M.B.A.), Management
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science in Economics (B.S.E.), Finance and Accounting
St. Mark's School of Texas 1999 — 2003
Anchorage Capital Group, L.L.C. October 2014 - Present
Halliburton June 2013 - August 2013
First Reserve Corporation August 2010 - August 2012
UBS Investment Bank July 2007 - June 2010
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (M.B.A.), Management
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science in Economics (B.S.E.), Finance and Accounting
St. Mark's School of Texas 1999 — 2003
Firoza Ghosh's UBS Investment Bank Experience August 2009 - January 2010
Job SharePoint Consultant at NewYork Presbyterian Hospital
Industry Information Technology and Services
Experience
NewYork Presbyterian Hospital February 2010 - Present
UBS Investment Bank August 2009 - January 2010
Codito Technologies September 2004 - September 2005
Skills
SharePoint Designer, SharePoint, Microsoft SQL Server, JavaScript, C#, ASP.NET, SDLC, SSRS, IIS, .NET, Visual Studio, Microsoft Office..., Visio
Education
University of Pune 1996 — 2000
NewYork Presbyterian Hospital February 2010 - Present
UBS Investment Bank August 2009 - January 2010
Codito Technologies September 2004 - September 2005
Skills
SharePoint Designer, SharePoint, Microsoft SQL Server, JavaScript, C#, ASP.NET, SDLC, SSRS, IIS, .NET, Visual Studio, Microsoft Office..., Visio
Education
University of Pune 1996 — 2000
Mitchell Schacher's UBS Investment Bank Experience December 2011 - Present
Job Corporate Access
Industry Financial Services
Experience
UBS Investment Bank December 2011 - Present
UBS Investment Bank March 2010 - December 2011
UBS Investment Bank May 2001 - February 2010
ABN AMRO 2001 - 2003
The Roberts Group 2000 - 2001
Skills
Financial Modeling, Investment Banking, Equities, Equity Research, Bloomberg, Capital Markets, Hedge Funds, Financial Markets, Series 7, Alternative Investments, Prime Brokerage, Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1998 — 2000
MBA, Finance
University of Pittsburgh 1994 — 1998
BS, Neuroscience
UBS Investment Bank December 2011 - Present
UBS Investment Bank March 2010 - December 2011
UBS Investment Bank May 2001 - February 2010
ABN AMRO 2001 - 2003
The Roberts Group 2000 - 2001
Skills
Financial Modeling, Investment Banking, Equities, Equity Research, Bloomberg, Capital Markets, Hedge Funds, Financial Markets, Series 7, Alternative Investments, Prime Brokerage, Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1998 — 2000
MBA, Finance
University of Pittsburgh 1994 — 1998
BS, Neuroscience
Mohammed Rouf's UBS Investment Bank Experience April 2004 - August 2004
Job Senior Information Technologist at Firemans Fund Insurance Company A company of Allianz
Industry Insurance
Experience
Firemans Fund Insurance Company January 2009 - Present
Computech Systems, Inc. 2008 - 2009
Southwest June 2008 - December 2008
Hewlett-Packard January 2008 - June 2008
Trendium, Inc February 2006 - December 2007
Agilent Technologies September 2004 - February 2006
UBS Investment Bank April 2004 - August 2004
Cimtech, Inc September 2002 - March 2004
AT&T November 2000 - August 2002
Flora Limited July 1997 - June 2000
Skills
ClearCase, Unix, Configuration Management, Requirements Analysis, SDLC, Software Configuration..., ClearQuest, Solaris, Agile Methodologies, Release Management, Integration, Software Documentation, Websphere, Software Development, Perl, Linux, Java
Education
University of Rajshahi 1987 — 1988
Master Of Science, Applied Physics, Electronics & Computer Science
University of Rajshahi 1982 — 1986
B.Sc Honours, Physics, Computer Science
Firemans Fund Insurance Company January 2009 - Present
Computech Systems, Inc. 2008 - 2009
Southwest June 2008 - December 2008
Hewlett-Packard January 2008 - June 2008
Trendium, Inc February 2006 - December 2007
Agilent Technologies September 2004 - February 2006
UBS Investment Bank April 2004 - August 2004
Cimtech, Inc September 2002 - March 2004
AT&T November 2000 - August 2002
Flora Limited July 1997 - June 2000
Skills
ClearCase, Unix, Configuration Management, Requirements Analysis, SDLC, Software Configuration..., ClearQuest, Solaris, Agile Methodologies, Release Management, Integration, Software Documentation, Websphere, Software Development, Perl, Linux, Java
Education
University of Rajshahi 1987 — 1988
Master Of Science, Applied Physics, Electronics & Computer Science
University of Rajshahi 1982 — 1986
B.Sc Honours, Physics, Computer Science
Ron Fusillo's UBS Investment Bank Experience September 2007 - Present
Job Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank September 2007 - Present
UBS 2003 - Present
UBS Financial Services Inc January 1997 - August 2007
UBS Wealth Management 1997 - 2007
Paine Webber 1977 - 2002
Skills
Equities, Fixed Income, Securities, Capital Markets, Asset Managment, Risk Management, Hedge Funds, Derivatives, Investments, Wealth Management, Portfolio Management, Trading, Mutual Funds, Investment Banking, FX Options, Vendor Management, Change Management, Financial Services, Financial Analysis, Strategic Financial...
Education
Univerisity of Rockville 1999 — 2000
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Wharton School of Business 1997 — 1997
Banking, Corporate, Finance, and Securities Law
UBS Investment Bank September 2007 - Present
UBS 2003 - Present
UBS Financial Services Inc January 1997 - August 2007
UBS Wealth Management 1997 - 2007
Paine Webber 1977 - 2002
Skills
Equities, Fixed Income, Securities, Capital Markets, Asset Managment, Risk Management, Hedge Funds, Derivatives, Investments, Wealth Management, Portfolio Management, Trading, Mutual Funds, Investment Banking, FX Options, Vendor Management, Change Management, Financial Services, Financial Analysis, Strategic Financial...
Education
Univerisity of Rockville 1999 — 2000
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Wharton School of Business 1997 — 1997
Banking, Corporate, Finance, and Securities Law
Vinayak Teli's UBS Investment Bank Experience 2005 - 2010
Job BAML
Industry Computer Software
Experience
Bank of America August 2010 - Present
UBS Investment Bank 2005 - 2010
SCS 2001 - 2003
Datacons 1998 - 2000
Skills
SDLC, Fixed Income
Education
University of Phoenix
MBA
kj somaiya
Bank of America August 2010 - Present
UBS Investment Bank 2005 - 2010
SCS 2001 - 2003
Datacons 1998 - 2000
Skills
SDLC, Fixed Income
Education
University of Phoenix
MBA
kj somaiya
Andrew Nissenbaum's UBS Investment Bank Experience January 1996 - October 1996
Job Founder and CEO at Disaster TV
Industry Internet
Experience
Disaster TV April 2010 - Present
Give TV March 2011 - December 2013
Bank of America 2005 - 2007
Bank of England MPC September 1999 - September 2000
Deutsche Bank January 1999 - December 1999
Hypothesis Macrofund July 1997 - December 1998
Steinhardt Management January 1997 - June 1997
Soros Fund Management October 1996 - February 1997
UBS Investment Bank January 1996 - October 1996
The Wharton School December 1994 - May 1996
Skills
Options, Financial Markets, Trading, Entrepreneurship, Investments, Hedge Funds, Finance, Management, Marketing, Bloomberg, Training, Venture Capital, Start-ups, Mergers & Acquisitions, Equities, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1992 — 1997
BSc Economics, Finance and Statistics
Disaster TV April 2010 - Present
Give TV March 2011 - December 2013
Bank of America 2005 - 2007
Bank of England MPC September 1999 - September 2000
Deutsche Bank January 1999 - December 1999
Hypothesis Macrofund July 1997 - December 1998
Steinhardt Management January 1997 - June 1997
Soros Fund Management October 1996 - February 1997
UBS Investment Bank January 1996 - October 1996
The Wharton School December 1994 - May 1996
Skills
Options, Financial Markets, Trading, Entrepreneurship, Investments, Hedge Funds, Finance, Management, Marketing, Bloomberg, Training, Venture Capital, Start-ups, Mergers & Acquisitions, Equities, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1992 — 1997
BSc Economics, Finance and Statistics
Alan Felder's UBS Investment Bank Experience 2001 - Present
Job Managing Director at UBS Investment Bank
Industry Banking
Experience
UBS 2001 - Present
UBS Investment Bank 2001 - Present
walker digital 1999 - 2001
Donaldson Lufkin and Jenrette 1993 - 1999
DLJ 1993 - 1998
DLJ 1993 - 1998
Skills
Investment Banking, Finance, Capital Markets, Equities, Private Equity, Valuation, LBO, Hedge Funds, Fixed Income, Corporate Finance, Financial Modeling, M&A experience, Mergers & Acquisitions, Leveraged Finance, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BS, finance, accounting
UBS 2001 - Present
UBS Investment Bank 2001 - Present
walker digital 1999 - 2001
Donaldson Lufkin and Jenrette 1993 - 1999
DLJ 1993 - 1998
DLJ 1993 - 1998
Skills
Investment Banking, Finance, Capital Markets, Equities, Private Equity, Valuation, LBO, Hedge Funds, Fixed Income, Corporate Finance, Financial Modeling, M&A experience, Mergers & Acquisitions, Leveraged Finance, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BS, finance, accounting
Daniel Bleicher's UBS Investment Bank Experience July 2008 - July 2010
Job Research Analyst at SAC Capital
Industry Financial Services
Experience
SAC Capital August 2011 - Present
3G Capital August 2010 - August 2011
UBS Investment Bank July 2008 - July 2010
Education
University of Pennsylvania - The Wharton School 2004 — 2008
SAC Capital August 2011 - Present
3G Capital August 2010 - August 2011
UBS Investment Bank July 2008 - July 2010
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Cliff Bayer's UBS Investment Bank Experience 2010 - 2013
Job Managing Director at UBS
Industry Banking
Experience
UBS Investment Bank 2010 - 2013
UBS 2007 - 2010
Education
University of Pennsylvania - The Wharton School 1996 — 2003
UBS Investment Bank 2010 - 2013
UBS 2007 - 2010
Education
University of Pennsylvania - The Wharton School 1996 — 2003
Christine Herrick's UBS Investment Bank Experience August 2010 - November 2012
Job Director, UBS Investment Bank Financial Institutions Group
Industry Financial Services
Experience
UBS Investment Bank August 2010 - November 2012
UBS Investment Bank 2009 - 2010
JPMorgan February 1997 - May 2008
The Bank of New York April 1993 - February 1997
HSBC April 1984 - April 1993
Skills
Leveraged Finance, Banking, Finance, Insurance, Capital Markets, Investment Banking, Fixed Income, Credit Risk, Derivatives, Structured Finance, Hedge Funds, Equities, Corporate Finance, Financial Structuring, Securitization, Credit Analysis, Credit, Financial Institutions, Portfolio Management, Financial Modeling, Syndications, Valuation, Risk Management, Commercial Banking, Funding, Securities
Education
University of Pittsburgh
BA
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA
UBS Investment Bank August 2010 - November 2012
UBS Investment Bank 2009 - 2010
JPMorgan February 1997 - May 2008
The Bank of New York April 1993 - February 1997
HSBC April 1984 - April 1993
Skills
Leveraged Finance, Banking, Finance, Insurance, Capital Markets, Investment Banking, Fixed Income, Credit Risk, Derivatives, Structured Finance, Hedge Funds, Equities, Corporate Finance, Financial Structuring, Securitization, Credit Analysis, Credit, Financial Institutions, Portfolio Management, Financial Modeling, Syndications, Valuation, Risk Management, Commercial Banking, Funding, Securities
Education
University of Pittsburgh
BA
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA
Jesse Zender's UBS Investment Bank Experience September 2005 - April 2011
Job Prime Brokerage at Scotia Capital
Industry Investment Banking
Experience
Scotia Capital April 2011 - Present
UBS Investment Bank September 2005 - April 2011
Skills
Securities Lending, Swaps, Options, Hedge Funds, Prime Brokerage, Equities, Equity Derivatives
Education
University of Rhode Island
Scotia Capital April 2011 - Present
UBS Investment Bank September 2005 - April 2011
Skills
Securities Lending, Swaps, Options, Hedge Funds, Prime Brokerage, Equities, Equity Derivatives
Education
University of Rhode Island
Dan Nash's UBS Investment Bank Experience July 2012 - Present
Job Operational Risk Manager at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank July 2012 - Present
MBIA July 2006 - August 2011
Cutwater Asset Management January 1992 - January 2006
Skills
Operational Risk, Six Sigma, Fund Accounting, Basel II, SOX, Securitization, Fixed Income, Enterprise Risk, Investment Banking, Capital Markets, Investment Operations, Performance Measurement, Investment Products, Fixed Income Products, MBS, COSO, Residential Mortgages
Education
University of Rhode Island - College of Business Administration
BS; MBA, Finance
UBS Investment Bank July 2012 - Present
MBIA July 2006 - August 2011
Cutwater Asset Management January 1992 - January 2006
Skills
Operational Risk, Six Sigma, Fund Accounting, Basel II, SOX, Securitization, Fixed Income, Enterprise Risk, Investment Banking, Capital Markets, Investment Operations, Performance Measurement, Investment Products, Fixed Income Products, MBS, COSO, Residential Mortgages
Education
University of Rhode Island - College of Business Administration
BS; MBA, Finance
Jay Colabella's UBS Investment Bank Experience September 2009 - July 2011
Job Research Analyst at CommonWealth Opportunity Capital
Industry Financial Services
Experience
CommonWealth Opportunity Capital June 2014 - Present
Macquarie July 2011 - June 2014
UBS Investment Bank September 2009 - July 2011
UBS Investment Bank June 2008 - August 2008
UBS Investment Bank June 2007 - August 2007
Skills
Leveraged Finance, Investment Banking, High Yield, Valuation, Financial Modeling, Capital Markets, Equities, Bloomberg, Fixed Income, Hedge Funds, LBO, Corporate Finance, Derivatives, Investments, Due Diligence, Financial Analysis, Portfolio Management, Asset Management, Credit Analysis
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelors in economics, concentration in finance
CommonWealth Opportunity Capital June 2014 - Present
Macquarie July 2011 - June 2014
UBS Investment Bank September 2009 - July 2011
UBS Investment Bank June 2008 - August 2008
UBS Investment Bank June 2007 - August 2007
Skills
Leveraged Finance, Investment Banking, High Yield, Valuation, Financial Modeling, Capital Markets, Equities, Bloomberg, Fixed Income, Hedge Funds, LBO, Corporate Finance, Derivatives, Investments, Due Diligence, Financial Analysis, Portfolio Management, Asset Management, Credit Analysis
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelors in economics, concentration in finance
Jason Gailes's UBS Investment Bank Experience January 2010 - January 2012
Job Institutional Equity Sales
Industry Financial Services
Experience
BMO Capital Markets March 2012 - February 2015
UBS Investment Bank January 2010 - January 2012
Lehman Brothers March 1997 - March 2008
Skills
Equities, Capital Markets, Valuation, Equity Research, Investments
Education
University of Rhode Island 1988 — 1992
BS, Science
BMO Capital Markets March 2012 - February 2015
UBS Investment Bank January 2010 - January 2012
Lehman Brothers March 1997 - March 2008
Skills
Equities, Capital Markets, Valuation, Equity Research, Investments
Education
University of Rhode Island 1988 — 1992
BS, Science
Ehren Stenzler's UBS Investment Bank Experience April 2002 - June 2011
Job CoFounder and Managing Partner at LionTree LLC
Industry Investment Banking
Experience
LionTree LLC July 2012 - Present
UBS June 2011 - July 2012
UBS Investment Bank April 2002 - June 2011
Skills
Private Equity
Education
University of Pennsylvania - The Wharton School
LionTree LLC July 2012 - Present
UBS June 2011 - July 2012
UBS Investment Bank April 2002 - June 2011
Skills
Private Equity
Education
University of Pennsylvania - The Wharton School
Paul Sitarz's UBS Investment Bank Experience March 2007 - 2011
Job Managing Director at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial March 2015 - Present
Brownstone Investment Group December 2011 - May 2014
UBS Investment Bank March 2007 - 2011
Morgan Stanley & Co. 1983 - 2007
Chemical Bank 1982 - 1983
Hartford National Bank 1978 - 1981
Skills
Bonds, Series 7, Fixed Income, Capital Markets, Structured Products, Derivatives, FINRA, Investment Banking, Investments, Securities, Asset Management, Hedge Funds, Financial Risk, Series 63, Bloomberg, Trading, Risk Management, Management
Education
University of Pennsylvania - The Wharton School 1974 — 1978
BS, Finance
University of Pennsylvania - The Wharton School 1974 — 1978
BS Econ, Finance
Mesirow Financial March 2015 - Present
Brownstone Investment Group December 2011 - May 2014
UBS Investment Bank March 2007 - 2011
Morgan Stanley & Co. 1983 - 2007
Chemical Bank 1982 - 1983
Hartford National Bank 1978 - 1981
Skills
Bonds, Series 7, Fixed Income, Capital Markets, Structured Products, Derivatives, FINRA, Investment Banking, Investments, Securities, Asset Management, Hedge Funds, Financial Risk, Series 63, Bloomberg, Trading, Risk Management, Management
Education
University of Pennsylvania - The Wharton School 1974 — 1978
BS, Finance
University of Pennsylvania - The Wharton School 1974 — 1978
BS Econ, Finance
Jonathan Mable's UBS Investment Bank Experience April 2009 - July 2010
Job Director, Sales Operations at Bloomberg BNA
Industry Information Services
Experience
Bloomberg BNA December 2014 - Present
Bloomberg BNA January 2014 - December 2014
Bloomberg LP August 2010 - December 2013
UBS Investment Bank April 2009 - July 2010
UBS Investment Bank May 2007 - March 2009
US Treasury June 2005 - April 2007
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Bloomberg, Financial Analysis, Mergers & Acquisitions, Project Management, Project Planning, Strategic Planning, Strategic Financial..., Business Planning, Acquisition Integration, Integration
Education
University of Pittsburgh 2001 — 2005
B.S., Economics, Philosophy
Bloomberg BNA December 2014 - Present
Bloomberg BNA January 2014 - December 2014
Bloomberg LP August 2010 - December 2013
UBS Investment Bank April 2009 - July 2010
UBS Investment Bank May 2007 - March 2009
US Treasury June 2005 - April 2007
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Bloomberg, Financial Analysis, Mergers & Acquisitions, Project Management, Project Planning, Strategic Planning, Strategic Financial..., Business Planning, Acquisition Integration, Integration
Education
University of Pittsburgh 2001 — 2005
B.S., Economics, Philosophy
David Kalal's UBS Investment Bank Experience 1995 - Present
Job Executive Director Impaired Loan Mgmt at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank 1995 - Present
Credit Research and Trading 1991 - 1995
Bankers Trust Company 1978 - 1990
Education
University of Pennsylvania - The Wharton School 1976 — 1978
Master of Business Administration (M.B.A.), Finance, General
Yale University 1968 — 1973
Bachelor's Degree, English Language and Literature, General
UBS Investment Bank 1995 - Present
Credit Research and Trading 1991 - 1995
Bankers Trust Company 1978 - 1990
Education
University of Pennsylvania - The Wharton School 1976 — 1978
Master of Business Administration (M.B.A.), Finance, General
Yale University 1968 — 1973
Bachelor's Degree, English Language and Literature, General
David Schell's UBS Investment Bank Experience June 2011 - Present
Job Executive Director at UBS Investment Bank
Industry Commercial Real Estate
Experience
UBS Investment Bank June 2011 - Present
Morgan Stanley 2010 - 2011
Credit Suisse 2009 - 2010
NewOak Capital 2008 - 2009
Barclays Capital 2008 - 2008
Lehman Brothers 2005 - 2008
Skills
CMBS, Valuation, Due Diligence, Capital Markets, Real Estate Economics, Financial Modeling, Fixed Income, MBS, CDO, Securitization, Financial Structuring, Equities, Private Equity, Structured Finance, Mezzanine, Bloomberg, Structured Products, Portfolio Management, Credit, Investments, Investment Banking, Real Estate Financing, ABS, Asset Management, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2001 — 2004
UBS Investment Bank June 2011 - Present
Morgan Stanley 2010 - 2011
Credit Suisse 2009 - 2010
NewOak Capital 2008 - 2009
Barclays Capital 2008 - 2008
Lehman Brothers 2005 - 2008
Skills
CMBS, Valuation, Due Diligence, Capital Markets, Real Estate Economics, Financial Modeling, Fixed Income, MBS, CDO, Securitization, Financial Structuring, Equities, Private Equity, Structured Finance, Mezzanine, Bloomberg, Structured Products, Portfolio Management, Credit, Investments, Investment Banking, Real Estate Financing, ABS, Asset Management, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2001 — 2004
WIlliam Rhodes's UBS Investment Bank Experience 2001 - 2005
Job Fixed Income IT manager specializing in Risk/MBS/Loan Management Technology and Analytics
Industry Financial Services
Experience
Société Générale 2013 - Present
Jefferies & Company October 2009 - September 2011
Nomura Securities April 2009 - September 2009
Lehman Brothers June 2007 - January 2009
Barclays Capital August 2005 - December 2006
UBS Investment Bank 2001 - 2005
Greenwich Capital March 1995 - June 1999
Skills
Fixed Income, Portfolio Management, MBS, Structured Products, Trading, Risk Management, Financial Risk, Securitization, ABS, Securities, Swaps, CDO, Loans, CMBS, Financial Structuring, Credit, Mortgage Lending, Rates, Analytics, Strategy
Education
Univ of Colorado 1992 — 1995
MSCS, Computer Science
University of Rhode Island 1981 — 1986
BSME, Mechanical Engineering
Société Générale 2013 - Present
Jefferies & Company October 2009 - September 2011
Nomura Securities April 2009 - September 2009
Lehman Brothers June 2007 - January 2009
Barclays Capital August 2005 - December 2006
UBS Investment Bank 2001 - 2005
Greenwich Capital March 1995 - June 1999
Skills
Fixed Income, Portfolio Management, MBS, Structured Products, Trading, Risk Management, Financial Risk, Securitization, ABS, Securities, Swaps, CDO, Loans, CMBS, Financial Structuring, Credit, Mortgage Lending, Rates, Analytics, Strategy
Education
Univ of Colorado 1992 — 1995
MSCS, Computer Science
University of Rhode Island 1981 — 1986
BSME, Mechanical Engineering
Christine Turner's UBS Investment Bank Experience February 2009 - Present
Job Executive Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank February 2009 - Present
Merrill Lynch February 2001 - January 2009
JP MorganChase 1997 - 2001
East West Consulting 1993 - 1996
Education
University of Pittsburgh 1991 — 1992
M.S., Information Science
University of Pittsburgh 1987 — 1991
B.S., Information Science
UBS Investment Bank February 2009 - Present
Merrill Lynch February 2001 - January 2009
JP MorganChase 1997 - 2001
East West Consulting 1993 - 1996
Education
University of Pittsburgh 1991 — 1992
M.S., Information Science
University of Pittsburgh 1987 — 1991
B.S., Information Science
Ashraf Rizvi's UBS Investment Bank Experience November 2007 - February 2008
Job Partner at SummerHaven Investment Management
Industry Financial Services
Experience
SummerHaven Investment Management October 2008 - Present
Rizvi Capital Management February 2008 - October 2008
UBS Investment Bank November 2007 - February 2008
UBS Investment Bank March 2007 - November 2007
UBS Investment Bank March 2005 - March 2007
UBS Investment Bank March 2001 - March 2005
UBS Investment Bank March 1999 - March 2001
Swiss Bank Corporation March 1995 - March 1999
Swiss Bank Corporation October 1994 - March 1995
Credit Suisse April 1993 - September 1994
Skills
Risk Management, Derivatives, Commodity, FX Options, Trading, Rates, Investment Banking, FX trading, Management, Emerging Markets, Options, Prime Brokerage, Hedge Funds, Capital Markets, Forwards, Fixed Income, Currency, Private Equity, Bloomberg, Structured Products, Alternative Investments, Financial Markets, Structured Finance, Equities, Asset Management, Swaps, Investment Management, Securities, High Yield, Private Placements, Foreign Exchange, Electronic Trading, Credit Derivatives, Equity Trading, ETFs, Interest Rate..., Market Risk, Trading Systems, Hedging, Bonds, Financial Structuring, Proprietary Trading, Quantitative Finance, Securitization, Valuation, Trading Strategies
Education
University of Pennsylvania - The Wharton School 1983 — 1986
BSE, Finance and Management
SummerHaven Investment Management October 2008 - Present
Rizvi Capital Management February 2008 - October 2008
UBS Investment Bank November 2007 - February 2008
UBS Investment Bank March 2007 - November 2007
UBS Investment Bank March 2005 - March 2007
UBS Investment Bank March 2001 - March 2005
UBS Investment Bank March 1999 - March 2001
Swiss Bank Corporation March 1995 - March 1999
Swiss Bank Corporation October 1994 - March 1995
Credit Suisse April 1993 - September 1994
Skills
Risk Management, Derivatives, Commodity, FX Options, Trading, Rates, Investment Banking, FX trading, Management, Emerging Markets, Options, Prime Brokerage, Hedge Funds, Capital Markets, Forwards, Fixed Income, Currency, Private Equity, Bloomberg, Structured Products, Alternative Investments, Financial Markets, Structured Finance, Equities, Asset Management, Swaps, Investment Management, Securities, High Yield, Private Placements, Foreign Exchange, Electronic Trading, Credit Derivatives, Equity Trading, ETFs, Interest Rate..., Market Risk, Trading Systems, Hedging, Bonds, Financial Structuring, Proprietary Trading, Quantitative Finance, Securitization, Valuation, Trading Strategies
Education
University of Pennsylvania - The Wharton School 1983 — 1986
BSE, Finance and Management
Max Hong's UBS Investment Bank Experience January 1994 - March 1997
Job Partner and Managing Director at The Boston Consulting Group
Industry Electrical/Electronic Manufacturing
Experience
The Boston Consulting Group February 2014 - Present
Bridgelux, Inc. April 2013 - January 2014
Philips Lighting January 2011 - July 2012
McKinsey & Company 1997 - 2010
UBS Investment Bank January 1994 - March 1997
Skills
Business Strategy, Strategy, Product Management, Acquisition Integration, Management Consulting, Mergers, Product Development, Product Marketing, Supply Chain Management, China Manufacturing, Technology Management, New Business Development, Talent Management, Purchasing, Customer Engagement, Customer Acquisition, R&D funding, Product R&D, R&D planning
Education
University of Pennsylvania - The Wharton School 1990 — 1994
BS, Finance
The Boston Consulting Group February 2014 - Present
Bridgelux, Inc. April 2013 - January 2014
Philips Lighting January 2011 - July 2012
McKinsey & Company 1997 - 2010
UBS Investment Bank January 1994 - March 1997
Skills
Business Strategy, Strategy, Product Management, Acquisition Integration, Management Consulting, Mergers, Product Development, Product Marketing, Supply Chain Management, China Manufacturing, Technology Management, New Business Development, Talent Management, Purchasing, Customer Engagement, Customer Acquisition, R&D funding, Product R&D, R&D planning
Education
University of Pennsylvania - The Wharton School 1990 — 1994
BS, Finance
Jason Shrednick's UBS Investment Bank Experience July 2010 - August 2011
Job Strategic Equity Derivatives
Industry Banking
Experience
J.P. Morgan August 2011 - Present
UBS Investment Bank July 2010 - August 2011
Citigroup January 2009 - June 2010
Citigroup July 1997 - December 2008
Citigroup July 1995 - July 1997
Skills
Structured Products, Equity Derivatives
Education
University of Pennsylvania - The Wharton School 1991 — 1995
BS & BA, Finance, Public Policy, Psychology
J.P. Morgan August 2011 - Present
UBS Investment Bank July 2010 - August 2011
Citigroup January 2009 - June 2010
Citigroup July 1997 - December 2008
Citigroup July 1995 - July 1997
Skills
Structured Products, Equity Derivatives
Education
University of Pennsylvania - The Wharton School 1991 — 1995
BS & BA, Finance, Public Policy, Psychology
Jonathan Tretler's UBS Investment Bank Experience August 1997 - June 2010
Job Managing Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets August 2013 - Present
Deutsche Bank August 2010 - July 2013
UBS Investment Bank August 1997 - June 2010
Skills
Investment Banking, Mergers & Acquisitions, Strategic Planning, Consumer Products, Food & Beverage, Valuation, Private Equity, Capital Markets, Corporate Development, Corporate Finance, LBO, Financial Structuring, M&A experience
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
RBC Capital Markets August 2013 - Present
Deutsche Bank August 2010 - July 2013
UBS Investment Bank August 1997 - June 2010
Skills
Investment Banking, Mergers & Acquisitions, Strategic Planning, Consumer Products, Food & Beverage, Valuation, Private Equity, Capital Markets, Corporate Development, Corporate Finance, LBO, Financial Structuring, M&A experience
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
Peter Gao's UBS Investment Bank Experience July 2008 - August 2009
Job 1818 Partners (private investment partnership)
Industry Financial Services
Experience
Brown Brothers Harriman September 2009 - Present
UBS Investment Bank July 2008 - August 2009
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelors, Finance
Brown Brothers Harriman September 2009 - Present
UBS Investment Bank July 2008 - August 2009
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelors, Finance
Camilo Patrignani's UBS Investment Bank Experience 2003 - 2007
Job CEO at Greenwood Energy
Industry Investment Management
Experience
Greenwood Energy January 2014 - Present
Libra Capital US May 2008 - January 2014
Fortress Investment Group March 2007 - March 2008
UBS Investment Bank 2003 - 2007
Skills
Private Equity, Valuation, Investment Banking, Due Diligence, Corporate Finance, Mergers, Investments, Capital Markets, Financial Modeling, Emerging Markets, Financial Structuring, Structured Finance, Venture Capital, Project Finance, Corporate Development
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance
Greenwood Energy January 2014 - Present
Libra Capital US May 2008 - January 2014
Fortress Investment Group March 2007 - March 2008
UBS Investment Bank 2003 - 2007
Skills
Private Equity, Valuation, Investment Banking, Due Diligence, Corporate Finance, Mergers, Investments, Capital Markets, Financial Modeling, Emerging Markets, Financial Structuring, Structured Finance, Venture Capital, Project Finance, Corporate Development
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance
Igor Ozeryansky's UBS Investment Bank Experience August 2010 - August 2011
Job Federal Technology Consultant at Deloitte Consulting
Industry Information Technology and Services
Experience
Deloitte Consulting March 2012 - Present
UBS Investment Bank August 2010 - August 2011
Carnegie Mellon University May 2009 - October 2009
Perot Systems July 2007 - March 2009
University of Pittsburgh August 2003 - April 2007
PPG Industries May 2006 - March 2007
Reed Technology & Information Services, Inc. December 2002 - August 2003
Middle Bucks Institute of Technology September 2001 - December 2002
Skills
SunGard Global One, HP Quality Center, BMC Remedy, Siebel CRM, Juniper SSL VPN, MS Visio, MS SharePoint, Windows Server, Active Directory, SharePoint, Visio, Quality Center, Business Analysis, Databases, Microsoft Office, Consulting, Data Analysis, Requirements Gathering, Process Improvement, Leadership
Education
St. Mary's University College 2010 — 2011
MBA, International Business Practice
University of Pittsburgh 2003 — 2007
BS, Information Sciences
Middle Bucks Institute of Technology 2000 — 2003
Computer Networking
Deloitte Consulting March 2012 - Present
UBS Investment Bank August 2010 - August 2011
Carnegie Mellon University May 2009 - October 2009
Perot Systems July 2007 - March 2009
University of Pittsburgh August 2003 - April 2007
PPG Industries May 2006 - March 2007
Reed Technology & Information Services, Inc. December 2002 - August 2003
Middle Bucks Institute of Technology September 2001 - December 2002
Skills
SunGard Global One, HP Quality Center, BMC Remedy, Siebel CRM, Juniper SSL VPN, MS Visio, MS SharePoint, Windows Server, Active Directory, SharePoint, Visio, Quality Center, Business Analysis, Databases, Microsoft Office, Consulting, Data Analysis, Requirements Gathering, Process Improvement, Leadership
Education
St. Mary's University College 2010 — 2011
MBA, International Business Practice
University of Pittsburgh 2003 — 2007
BS, Information Sciences
Middle Bucks Institute of Technology 2000 — 2003
Computer Networking
David H. Shulman's UBS Investment Bank Experience 2006 - 2008
Job Managing Partner, Guarded Partners, LLC
Industry Financial Services
Experience
Guarded Partners LLC August 2011 - Present
BasePoint Capital April 2011 - December 2014
Guarded Capital LLC September 2008 - September 2011
UBS Investment Bank 2006 - 2008
UBS Investment Bank 2006 - 2008
UBS Investment Bank 1998 - 2006
UBS Investment Bank 1996 - 1998
Rodman & Renshaw 1991 - 1996
Salomon Brothers 1984 - 1991
Skills
Investment Banking, Fixed Income, Structured Products, Bonds, CRM, Capital Markets, Private Equity, Investments, Structured Finance, Finance, Securities, Hedge Funds, Financial Modeling, Risk Management, Loans, Alternative Investments, Derivatives, Equities, Financial Structuring, Bloomberg, Trading, Financial Markets, Emerging Markets, Options, Credit Derivatives, Asset Management
Education
University of Pennsylvania - The Wharton School 1980 — 1984
B.S., Economics
Guarded Partners LLC August 2011 - Present
BasePoint Capital April 2011 - December 2014
Guarded Capital LLC September 2008 - September 2011
UBS Investment Bank 2006 - 2008
UBS Investment Bank 2006 - 2008
UBS Investment Bank 1998 - 2006
UBS Investment Bank 1996 - 1998
Rodman & Renshaw 1991 - 1996
Salomon Brothers 1984 - 1991
Skills
Investment Banking, Fixed Income, Structured Products, Bonds, CRM, Capital Markets, Private Equity, Investments, Structured Finance, Finance, Securities, Hedge Funds, Financial Modeling, Risk Management, Loans, Alternative Investments, Derivatives, Equities, Financial Structuring, Bloomberg, Trading, Financial Markets, Emerging Markets, Options, Credit Derivatives, Asset Management
Education
University of Pennsylvania - The Wharton School 1980 — 1984
B.S., Economics
Ashley Kang's UBS Investment Bank Experience June 2011 - August 2011
Job Chief of Staff for Founder of Momofuku
Industry Apparel & Fashion
Experience
The Wharton School August 2015 - Present
Momofuku February 2015 - May 2015
Rent The Runway August 2014 - February 2015
Rent The Runway August 2012 - July 2014
UBS Investment Bank June 2011 - August 2011
Skills
Social Skills, Social Media Measurement, Social Media, Entrepreneurship, Social Media Marketing, Social Networking, Marketing, Analytics, Facebook, Brand Management, Business Development, Blogging, Account Management
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
Harvard University 2008 — 2012
Sociology, Economics
Groton School 2004 — 2008
The Wharton School August 2015 - Present
Momofuku February 2015 - May 2015
Rent The Runway August 2014 - February 2015
Rent The Runway August 2012 - July 2014
UBS Investment Bank June 2011 - August 2011
Skills
Social Skills, Social Media Measurement, Social Media, Entrepreneurship, Social Media Marketing, Social Networking, Marketing, Analytics, Facebook, Brand Management, Business Development, Blogging, Account Management
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
Harvard University 2008 — 2012
Sociology, Economics
Groton School 2004 — 2008
YanJie Hou's UBS Investment Bank Experience June 2009 - August 2009
Job MBA Candidate at The Wharton School
Industry Investment Banking
Experience
HBO June 2013 - June 2015
Macquarie Capital August 2010 - May 2013
TZP Group September 2009 - January 2010
UBS Investment Bank June 2009 - August 2009
Skills
Financial Modeling, Valuation, Investment Banking, Due Diligence, Financial Analysis, Mergers & Acquisitions, Finance, Corporate Finance, Investments, Analysis
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business 2006 — 2010
Bachelor of Science (B.S.), Accounting and Finance
Stuyvesant High School 2002 — 2006
HBO June 2013 - June 2015
Macquarie Capital August 2010 - May 2013
TZP Group September 2009 - January 2010
UBS Investment Bank June 2009 - August 2009
Skills
Financial Modeling, Valuation, Investment Banking, Due Diligence, Financial Analysis, Mergers & Acquisitions, Finance, Corporate Finance, Investments, Analysis
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business 2006 — 2010
Bachelor of Science (B.S.), Accounting and Finance
Stuyvesant High School 2002 — 2006
Damian Latimore's UBS Investment Bank Experience 2005 - 2008
Job Senior Business Analysis Consultant at KPMG International
Industry Accounting
Experience
KPMG 2015 - Present
Bridgewater Associates 2014 - 2014
Meijer 2012 - 2013
Bridgewater Associates 2011 - 2012
Eastern Energy Procurement Group, LLC. June 2009 - February 2011
UBS Investment Bank 2005 - 2008
UBS Investment Bank 2001 - 2004
UBS Investment Bank 1999 - 2001
UBS Investment Bank 1998 - 1999
UBS Investment Bank 1997 - 1998
Skills
Business Process..., Agile & Waterfall..., Business Analysis, Technical Requirements..., Functional Requirements, BPMN, Requirements Analysis, Liasoning, Inter-departmental..., Equities, Fixed Income, Trading Systems, Investment Banking, Hedge Funds, Market Data, Financial Markets, Financial Services, Vendor Management, Foreign Exchange, Strategic Planning, Bloomberg, Equity Research, Back Office, Business Relationship..., Business Strategy, Team-oriented, Relationship Management, Data Analysis, Corporate Communications, New Business Development, IT Management, Interpersonal Skill, Management, Cultural Diversity, Resourceful..., Multi Tasking, IT Business Strategy, Business Decision Making, Articulate Communicator
Education
University of Rhode Island - College of Business Administration 1990 — 1994
BA, Business Administration and Management, General
KPMG 2015 - Present
Bridgewater Associates 2014 - 2014
Meijer 2012 - 2013
Bridgewater Associates 2011 - 2012
Eastern Energy Procurement Group, LLC. June 2009 - February 2011
UBS Investment Bank 2005 - 2008
UBS Investment Bank 2001 - 2004
UBS Investment Bank 1999 - 2001
UBS Investment Bank 1998 - 1999
UBS Investment Bank 1997 - 1998
Skills
Business Process..., Agile & Waterfall..., Business Analysis, Technical Requirements..., Functional Requirements, BPMN, Requirements Analysis, Liasoning, Inter-departmental..., Equities, Fixed Income, Trading Systems, Investment Banking, Hedge Funds, Market Data, Financial Markets, Financial Services, Vendor Management, Foreign Exchange, Strategic Planning, Bloomberg, Equity Research, Back Office, Business Relationship..., Business Strategy, Team-oriented, Relationship Management, Data Analysis, Corporate Communications, New Business Development, IT Management, Interpersonal Skill, Management, Cultural Diversity, Resourceful..., Multi Tasking, IT Business Strategy, Business Decision Making, Articulate Communicator
Education
University of Rhode Island - College of Business Administration 1990 — 1994
BA, Business Administration and Management, General
Alex Raksin's UBS Investment Bank Experience August 2009 - March 2012
Job Associate at Borealis Infrastructure
Industry Venture Capital & Private Equity
Experience
Borealis Infrastructure March 2012 - Present
UBS Investment Bank August 2009 - March 2012
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, LBO, Due Diligence, Corporate Development, Capital Markets, Corporate Finance, Emerging Markets, Bloomberg, Equities, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2005 — 2009
B.S. Economics, Finance, Management
Borealis Infrastructure March 2012 - Present
UBS Investment Bank August 2009 - March 2012
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, LBO, Due Diligence, Corporate Development, Capital Markets, Corporate Finance, Emerging Markets, Bloomberg, Equities, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2005 — 2009
B.S. Economics, Finance, Management
Steve Chung's UBS Investment Bank Experience June 2012 - August 2012
Job Senior Analyst at 20th Century Fox Film
Industry Entertainment
Experience
Fox (Film, TV and Sports) July 2015 - Present
Bank of America Merrill Lynch July 2013 - June 2015
UBS Investment Bank June 2012 - August 2012
Barclays Capital June 2011 - August 2011
UBS Investment Bank June 2010 - July 2010
Skills
Equity Research, Bonds, Statistics, Financial Modeling, Retirement Planning, Personal Finance, Econometrics, Data Analysis, Analytics, Investment Banking, Accounting, Analysis, Derivatives, Hedge Funds, Portfolio Management
Education
University of Pennsylvania 2009 — 2013
BSc. in Economics, The Wharton School - Concentrations in Finance and Management
Fox (Film, TV and Sports) July 2015 - Present
Bank of America Merrill Lynch July 2013 - June 2015
UBS Investment Bank June 2012 - August 2012
Barclays Capital June 2011 - August 2011
UBS Investment Bank June 2010 - July 2010
Skills
Equity Research, Bonds, Statistics, Financial Modeling, Retirement Planning, Personal Finance, Econometrics, Data Analysis, Analytics, Investment Banking, Accounting, Analysis, Derivatives, Hedge Funds, Portfolio Management
Education
University of Pennsylvania 2009 — 2013
BSc. in Economics, The Wharton School - Concentrations in Finance and Management
Amanuel Lakew's UBS Investment Bank Experience May 2010 - August 2010
Job Associate at RLJ Credit
Industry Financial Services
Experience
RLJ Credit September 2014 - Present
RBS Global Banking & Markets June 2011 - July 2014
UBS Investment Bank May 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Georgetown Prep
RLJ Credit September 2014 - Present
RBS Global Banking & Markets June 2011 - July 2014
UBS Investment Bank May 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Georgetown Prep
Mike Stuppler's UBS Investment Bank Experience March 2010 - August 2012
Job MBA Candidate at The Wharton School
Industry Venture Capital & Private Equity
Experience
ClassPass July 2015 - August 2015
Pizza Studio May 2015 - June 2015
Ares Management August 2012 - July 2014
UBS Investment Bank March 2010 - August 2012
Kayne Anderson Capital Advisors September 2009 - December 2009
Phoenix Realty Group June 2008 - August 2008
Skills
Valuation, Investment Banking, Leveraged Finance, Acquisitions, M&A experience, Alternative Investments, Mergers & Acquisitions, Capital Markets, Corporate Finance, Investments, LBO, Restructuring, Business Valuation, Financial Modeling, High Yield, Due Diligence
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Southern California 2006 — 2009
B.S., Real Estate and Finance
Calabasas High School 2001 — 2005
ClassPass July 2015 - August 2015
Pizza Studio May 2015 - June 2015
Ares Management August 2012 - July 2014
UBS Investment Bank March 2010 - August 2012
Kayne Anderson Capital Advisors September 2009 - December 2009
Phoenix Realty Group June 2008 - August 2008
Skills
Valuation, Investment Banking, Leveraged Finance, Acquisitions, M&A experience, Alternative Investments, Mergers & Acquisitions, Capital Markets, Corporate Finance, Investments, LBO, Restructuring, Business Valuation, Financial Modeling, High Yield, Due Diligence
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Southern California 2006 — 2009
B.S., Real Estate and Finance
Calabasas High School 2001 — 2005
Arun Gowda's UBS Investment Bank Experience 2000 - 2005
Job Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners February 2012 - Present
Eventi Capital 2006 - March 2012
UBS Investment Bank 2000 - 2005
Morgan Stanley 1993 - 1998
Skills
Hedge Funds, Structured Products, Alternative Investments
Education
Wharton Business School 1989 — 1991
MBA, Finance
Vanderbilt 1983 — 1987
BE, EE/CS
Guggenheim Partners February 2012 - Present
Eventi Capital 2006 - March 2012
UBS Investment Bank 2000 - 2005
Morgan Stanley 1993 - 1998
Skills
Hedge Funds, Structured Products, Alternative Investments
Education
Wharton Business School 1989 — 1991
MBA, Finance
Vanderbilt 1983 — 1987
BE, EE/CS
Daniel Krausz's UBS Investment Bank Experience May 2011 - August 2011
Job Global Macro Analyst at Omega Advisors
Industry Financial Services
Experience
Omega Advisors January 2014 - Present
Quantitative Management Associates July 2013 - December 2013
UBS June 2012 - July 2013
UBS Investment Bank May 2011 - August 2011
PricewaterhouseCoopers September 2008 - July 2010
Skills
Valuation, Investments
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Corporate Finance, Strategy & Economics
Yeshiva University 2004 — 2008
BS, Accounting
Omega Advisors January 2014 - Present
Quantitative Management Associates July 2013 - December 2013
UBS June 2012 - July 2013
UBS Investment Bank May 2011 - August 2011
PricewaterhouseCoopers September 2008 - July 2010
Skills
Valuation, Investments
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Corporate Finance, Strategy & Economics
Yeshiva University 2004 — 2008
BS, Accounting
Temi Omojola's UBS Investment Bank Experience 2006 - Present
Job Executive Director UBS
Industry Financial Services
Experience
UBS Investment Bank 2006 - Present
Skills
Structured Products, Financial Modeling, Interest Rate..., Derivatives, Valuation, Investment Banking, Fixed Income, Swaps, Capital Markets, Bloomberg, Trading, Equity Derivatives, Trading Systems
Education
University of Pennsylvania 2002 — 2006
B.S, Economics and Health Care Studies
SAIS R - BRITISH SCHOOL
SAIS R - BRITISH SCHOOL
UBS Investment Bank 2006 - Present
Skills
Structured Products, Financial Modeling, Interest Rate..., Derivatives, Valuation, Investment Banking, Fixed Income, Swaps, Capital Markets, Bloomberg, Trading, Equity Derivatives, Trading Systems
Education
University of Pennsylvania 2002 — 2006
B.S, Economics and Health Care Studies
SAIS R - BRITISH SCHOOL
SAIS R - BRITISH SCHOOL
Igor Sokolovsky's UBS Investment Bank Experience May 2002 - February 2004
Job Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners August 2014 - Present
Citi April 2010 - August 2014
J.P. Morgan August 2007 - April 2010
Lehman Brothers March 2004 - August 2007
UBS Investment Bank May 2002 - February 2004
Stern Stewart & Co. March 1997 - July 2000
Skills
Mergers, Valuation, Investment Banking, Corporate Finance, Mergers & Acquisitions, Equity Research, Financial Modeling, Capital Markets, Corporate Development, Hedge Funds, Investments, Portfolio Management, Strategy, Emerging Markets, Equities, Private Equity
Education
Wharton School, University of Pennsylvania 2000 — 2002
MBA, Finance
New York University - Leonard N. Stern School of Business 1993 — 1997
BS, Finance
Guggenheim Partners August 2014 - Present
Citi April 2010 - August 2014
J.P. Morgan August 2007 - April 2010
Lehman Brothers March 2004 - August 2007
UBS Investment Bank May 2002 - February 2004
Stern Stewart & Co. March 1997 - July 2000
Skills
Mergers, Valuation, Investment Banking, Corporate Finance, Mergers & Acquisitions, Equity Research, Financial Modeling, Capital Markets, Corporate Development, Hedge Funds, Investments, Portfolio Management, Strategy, Emerging Markets, Equities, Private Equity
Education
Wharton School, University of Pennsylvania 2000 — 2002
MBA, Finance
New York University - Leonard N. Stern School of Business 1993 — 1997
BS, Finance
Andrew Pon's UBS Investment Bank Experience June 2013 - June 2015
Job Equity Research Associate at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan June 2015 - Present
Cognizant Technology Solutions June 2013 - June 2015
UBS Investment Bank June 2013 - June 2015
Aberdeen Asset Management June 2012 - August 2012
caseable June 2011 - August 2011
Skills
Equity Research
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics, Concentrations in Finance & Entrepreneurial Management
The Chinese University of Hong Kong
J.P. Morgan June 2015 - Present
Cognizant Technology Solutions June 2013 - June 2015
UBS Investment Bank June 2013 - June 2015
Aberdeen Asset Management June 2012 - August 2012
caseable June 2011 - August 2011
Skills
Equity Research
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics, Concentrations in Finance & Entrepreneurial Management
The Chinese University of Hong Kong
Nicholas Medaglia's UBS Investment Bank Experience June 2010 - Present
Job Project Manager at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank June 2010 - Present
UBS Investment Bank January 2010 - June 2010
UBS Investment Bank May 2008 - December 2009
UBS Investment Bank June 2005 - May 2008
Skills
Derivatives, Capital Markets, Equities, Investment Banking, Middle Office, Settlement, Valuation
Education
University of Rhode Island 2001 — 2005
Bachelor of Science (B.S.), Finance, General
UBS Investment Bank June 2010 - Present
UBS Investment Bank January 2010 - June 2010
UBS Investment Bank May 2008 - December 2009
UBS Investment Bank June 2005 - May 2008
Skills
Derivatives, Capital Markets, Equities, Investment Banking, Middle Office, Settlement, Valuation
Education
University of Rhode Island 2001 — 2005
Bachelor of Science (B.S.), Finance, General
Craig Mauro's UBS Investment Bank Experience May 2011 - May 2011
Job Financial Analyst at PNC
Industry Banking
Experience
PNC April 2015 - Present
PNC August 2013 - April 2015
University of Pittsburgh 2010 - 2013
Stifel Financial Corp. June 2012 - August 2012
UBS Investment Bank May 2011 - May 2011
Skills
Microsoft Excel, SQL, Access, PowerPoint, Financial Analysis, Analysis, Investments, Time Management, Leadership
Education
University of Pittsburgh 2008 — 2012
Bachelor of Arts (B.A.), Economics and Business
PNC April 2015 - Present
PNC August 2013 - April 2015
University of Pittsburgh 2010 - 2013
Stifel Financial Corp. June 2012 - August 2012
UBS Investment Bank May 2011 - May 2011
Skills
Microsoft Excel, SQL, Access, PowerPoint, Financial Analysis, Analysis, Investments, Time Management, Leadership
Education
University of Pittsburgh 2008 — 2012
Bachelor of Arts (B.A.), Economics and Business
Paul Klibanow's UBS Investment Bank Experience June 2005 - December 2005
Job President at PJK Capital Management, LLC
Industry Financial Services
Experience
PJK Capital Management, LLC June 2013 - Present
Force Capital Management January 2005 - April 2008
UBS Investment Bank June 2005 - December 2005
Coe Capital Management 2000 - 2004
Education
Wharton School, University of Pennsylvania 2000 — 2004
BS in Economics, Finance and Accounting
PJK Capital Management, LLC June 2013 - Present
Force Capital Management January 2005 - April 2008
UBS Investment Bank June 2005 - December 2005
Coe Capital Management 2000 - 2004
Education
Wharton School, University of Pennsylvania 2000 — 2004
BS in Economics, Finance and Accounting
Eric Rosenzweig's UBS Investment Bank Experience July 2004 - July 2006
Job Principal at Stone Point Capital
Industry Venture Capital & Private Equity
Experience
Stone Point Capital PrincipalStone Point CapitalAugust 2006 - Present
UBS Investment Bank July 2004 - July 2006
Education
University of Pennsylvania - The Wharton School 2000 — 2004
Bachelor's Degree, Economics
Stone Point Capital PrincipalStone Point CapitalAugust 2006 - Present
UBS Investment Bank July 2004 - July 2006
Education
University of Pennsylvania - The Wharton School 2000 — 2004
Bachelor's Degree, Economics