UBS Investment Bank
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UBS Investment Bank Employees
Employee
Years
Job
Industry
Yuan Shen Yuan Shen's UBS Investment Bank Experience July 2013 - August 2013
Job Associate at KPMG
Industry Financial Services
Experience
KPMG US August 2014 - Present
UBS Investment Bank July 2013 - August 2013
Stucchi USA July 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Public Speaking, Social Media, Teamwork, English, Windows, HTML, Sales, Private Equity, Valuation
Education
University of Southern California 2010 — 2014
Bachelor of Science (B.S.), Business Administration/ Finance
Berkshrie School 2007 — 2010
Highschool, 4.00/4.30
KPMG US August 2014 - Present
UBS Investment Bank July 2013 - August 2013
Stucchi USA July 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Public Speaking, Social Media, Teamwork, English, Windows, HTML, Sales, Private Equity, Valuation
Education
University of Southern California 2010 — 2014
Bachelor of Science (B.S.), Business Administration/ Finance
Berkshrie School 2007 — 2010
Highschool, 4.00/4.30
Kenneth Charles Henley Kenneth Charles Henley's UBS Investment Bank Experience January 2007 - January 2008
Job Vice President, ETF Desk Trade Services at KCG Holdings, Inc.
Industry Financial Services
Experience
KCG Holdings, Inc. July 2012 - Present
KCG Holdings, Inc. (Knight Capital Group) July 2010 - July 2012
KCG Holdings, Inc. (Knight Capital Group) February 2008 - July 2010
UBS Investment Bank January 2007 - January 2008
AGS Options Specialists, American Stock Exchange (AMEX) August 2005 - December 2006
Tradition Financial Services (TFS) June 2005 - July 2005
Skills
ETFs, Equities, Electronic Trading, Trading, Fixed Income, FX, Middle Office, Back Office, Operations, Series 7, Series 55, Series 63, Bloomberg, Equity Derivatives, Financial Risk, Hedging
Education
University of Richmond 2001 — 2005
Bachelor of Science, Business Administration
New Canaan High School 1997 — 2001
KCG Holdings, Inc. July 2012 - Present
KCG Holdings, Inc. (Knight Capital Group) July 2010 - July 2012
KCG Holdings, Inc. (Knight Capital Group) February 2008 - July 2010
UBS Investment Bank January 2007 - January 2008
AGS Options Specialists, American Stock Exchange (AMEX) August 2005 - December 2006
Tradition Financial Services (TFS) June 2005 - July 2005
Skills
ETFs, Equities, Electronic Trading, Trading, Fixed Income, FX, Middle Office, Back Office, Operations, Series 7, Series 55, Series 63, Bloomberg, Equity Derivatives, Financial Risk, Hedging
Education
University of Richmond 2001 — 2005
Bachelor of Science, Business Administration
New Canaan High School 1997 — 2001
Rochelle Powell- Evans Rochelle Powell- Evans's UBS Investment Bank Experience September 2010 - October 2011
Job Senior Operations Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank November 2011 - Present
UBS Investment Bank September 2010 - October 2011
Skills
Tax
Education
University of South Florida 2004 — 2008
Bachelor of Science, Finance
Deutsche Bank November 2011 - Present
UBS Investment Bank September 2010 - October 2011
Skills
Tax
Education
University of South Florida 2004 — 2008
Bachelor of Science, Finance
Maura Wheeler Maura Wheeler's UBS Investment Bank Experience 2003 - 2006
Job Talent AquisitionSwiss Army Knife of Coordinators
Industry Pharmaceuticals
Experience
Bristol-Myers Squibb September 2013 - Present
UBS Investment Bank 2003 - 2006
Morgan Stanley November 1999 - July 2003
Lifetime Television December 1998 - October 1999
CBS Radio July 1996 - November 1998
Skills
Human Resources, Onboarding, Applicant Tracking..., Recruiting, Training, Talent Acquisition, New Hire Orientations, Equal Employment..., Management Training..., Course Management, HR Policies, Employee Orientations, PeopleSoft, Taleo, SAP, Vendor Management, Interviews, Talent Management, Leadership, Succession Planning, Employee Relations, Management, Organizational...
Education
University of Scranton 1992 — 1996
Bachelor’s Degree, Communication with Minor in Business
Tappan Zee
Bristol-Myers Squibb September 2013 - Present
UBS Investment Bank 2003 - 2006
Morgan Stanley November 1999 - July 2003
Lifetime Television December 1998 - October 1999
CBS Radio July 1996 - November 1998
Skills
Human Resources, Onboarding, Applicant Tracking..., Recruiting, Training, Talent Acquisition, New Hire Orientations, Equal Employment..., Management Training..., Course Management, HR Policies, Employee Orientations, PeopleSoft, Taleo, SAP, Vendor Management, Interviews, Talent Management, Leadership, Succession Planning, Employee Relations, Management, Organizational...
Education
University of Scranton 1992 — 1996
Bachelor’s Degree, Communication with Minor in Business
Tappan Zee
Dan Shapiro Dan Shapiro's UBS Investment Bank Experience June 2012 - August 2012
Job Equity Research Associate at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. January 2015 - Present
FBR Capital Markets & Co. November 2013 - December 2014
Oppenheimer & Co. June 2013 - August 2013
UBS Investment Bank June 2012 - August 2012
Skills
Equity Research, Equity Valuation, Financial Modeling, Quantitative Analytics, Fundamental Analysis, Investments, Equities, Financial Statement..., DCF Valuation, Valuation, Bloomberg, Fixed Income, Corporate Finance
Education
University of Rochester 2009 — 2013
BA, Financial Economics
Ridgewood High School 2005 — 2009
Diploma
Stephens Inc. January 2015 - Present
FBR Capital Markets & Co. November 2013 - December 2014
Oppenheimer & Co. June 2013 - August 2013
UBS Investment Bank June 2012 - August 2012
Skills
Equity Research, Equity Valuation, Financial Modeling, Quantitative Analytics, Fundamental Analysis, Investments, Equities, Financial Statement..., DCF Valuation, Valuation, Bloomberg, Fixed Income, Corporate Finance
Education
University of Rochester 2009 — 2013
BA, Financial Economics
Ridgewood High School 2005 — 2009
Diploma
David Simek David Simek's UBS Investment Bank Experience 2000 - 2002
Job Raymond James Financial Inc.
Industry Capital Markets
Experience
Raymond James Financial Inc. December 2014 - Present
Stifel Financial Corp. March 2013 - November 2014
Knight Capital Group 2012 - 2013
Cohen & Company April 2009 - July 2012
Highland Capital Management, L.P. August 2007 - March 2009
Merrill Lynch 2002 - 2007
UBS Investment Bank 2000 - 2002
Nomura Securities 1987 - 2000
Skills
Private Equity, Financial Analysis, Hedge Funds, SEC filings, Business Valuation, Mergers, Income Tax, Structured Finance
Education
University of Richmond
Bachelor of Business Administration (B.B.A.), Finance, General
Raymond James Financial Inc. December 2014 - Present
Stifel Financial Corp. March 2013 - November 2014
Knight Capital Group 2012 - 2013
Cohen & Company April 2009 - July 2012
Highland Capital Management, L.P. August 2007 - March 2009
Merrill Lynch 2002 - 2007
UBS Investment Bank 2000 - 2002
Nomura Securities 1987 - 2000
Skills
Private Equity, Financial Analysis, Hedge Funds, SEC filings, Business Valuation, Mergers, Income Tax, Structured Finance
Education
University of Richmond
Bachelor of Business Administration (B.B.A.), Finance, General
Edmund Tu's UBS Investment Bank Experience June 2015 - Present
Job Equity Research Associate at UBS Investment Bank
Industry Hospital & Health Care
Experience
UBS Investment Bank June 2015 - Present
Fordham University - Gabelli Graduate School of Business April 2014 - May 2015
Hyperion Wealth Advisors September 2014 - December 2014
Cape One Advisors September 2014 - December 2014
Integrative Rehabilitation Medicine PLLC May 2014 - August 2014
Memorial Sloan-Kettering Cancer Center September 2007 - September 2013
Weill Cornell Medical College September 2004 - September 2007
DxR Development Group, Taiwan May 2002 - September 2004
Skills
Financial Analysis, Data Analysis, Financial Modeling, Lifesciences, Life Sciences, Research, Cell Biology, Molecular Biology, Marketing Strategy, Cell Culture, Equity Research, PCR, Management, Pharmaceutical Industry, Healthcare, Team Leadership, Strategy, Flow Cytometry, Clinical Research, Biotechnology, Oncology, Biochemistry, Operations Management, SPSS, Microsoft Excel, Stem Cell Research, Embryonic Stem Cells, Neuroscience, Clinical Trials, Hospitals, Healthcare Management, Healthcare Information..., Developmental Biology, Marketing Management, Organizational..., FactSet, Private Equity, PowerPoint, Leadership, Analysis, Hedge Funds, Business Valuation, Marketing, Business Development, Microsoft Word
Education
Fordham University Gabelli Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Finance/Marketing, Concentration: Healthcare, 3.94/4.00
University of California, Los Angeles 2012 — 2013
Business/Managerial Economics
University of Rochester 1998 — 2003
Bachelor's degree, Molecular Genetics, Japanese
Taipei American School 1994 — 1998
High School, High School/Secondary Diplomas and Certificates
UBS Investment Bank June 2015 - Present
Fordham University - Gabelli Graduate School of Business April 2014 - May 2015
Hyperion Wealth Advisors September 2014 - December 2014
Cape One Advisors September 2014 - December 2014
Integrative Rehabilitation Medicine PLLC May 2014 - August 2014
Memorial Sloan-Kettering Cancer Center September 2007 - September 2013
Weill Cornell Medical College September 2004 - September 2007
DxR Development Group, Taiwan May 2002 - September 2004
Skills
Financial Analysis, Data Analysis, Financial Modeling, Lifesciences, Life Sciences, Research, Cell Biology, Molecular Biology, Marketing Strategy, Cell Culture, Equity Research, PCR, Management, Pharmaceutical Industry, Healthcare, Team Leadership, Strategy, Flow Cytometry, Clinical Research, Biotechnology, Oncology, Biochemistry, Operations Management, SPSS, Microsoft Excel, Stem Cell Research, Embryonic Stem Cells, Neuroscience, Clinical Trials, Hospitals, Healthcare Management, Healthcare Information..., Developmental Biology, Marketing Management, Organizational..., FactSet, Private Equity, PowerPoint, Leadership, Analysis, Hedge Funds, Business Valuation, Marketing, Business Development, Microsoft Word
Education
Fordham University Gabelli Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Finance/Marketing, Concentration: Healthcare, 3.94/4.00
University of California, Los Angeles 2012 — 2013
Business/Managerial Economics
University of Rochester 1998 — 2003
Bachelor's degree, Molecular Genetics, Japanese
Taipei American School 1994 — 1998
High School, High School/Secondary Diplomas and Certificates
Jonathan Chassin Jonathan Chassin's UBS Investment Bank Experience April 2007 - June 2011
Job Principal Transactions Group Large Loan Team at Morgan Stanley
Industry Real Estate
Experience
Morgan Stanley September 2013 - Present
GreensLedge Capital Markets LLC April 2012 - September 2013
Grove Street Investment LLC September 2011 - April 2012
UBS Investment Bank April 2007 - June 2011
Natixis October 2004 - April 2007
Standard & Poor's September 2001 - October 2004
Merrill Lynch February 2000 - January 2001
M&T Bank July 1999 - September 1999
Skills
commercial real estate..., loan pricing and..., Securitization, first mortgage and..., CMBS, commercial real estate..., cash flow modeling, performing and..., Capital Markets, Cash Flow Forecasting, Financial Structuring, Structured Finance, Asset Management, Investments, Valuation, Portfolio Management, Due Diligence, Transaction Origination, Real Estate Financing, Fixed Income, Loans, Credit, Finance, Bonds, Banking, Commercial Real Estate, Investment Banking, Loan Origination, Alternative Investments, Mortgage Lending, Real Estate Economics
Education
University of Rochester 1997 — 2001
Dual Bachelors, Economics and Political Science
City Honors School 1989 — 1997
International Baccalaureate Graduate, Full International Baccalaureate Program
Morgan Stanley September 2013 - Present
GreensLedge Capital Markets LLC April 2012 - September 2013
Grove Street Investment LLC September 2011 - April 2012
UBS Investment Bank April 2007 - June 2011
Natixis October 2004 - April 2007
Standard & Poor's September 2001 - October 2004
Merrill Lynch February 2000 - January 2001
M&T Bank July 1999 - September 1999
Skills
commercial real estate..., loan pricing and..., Securitization, first mortgage and..., CMBS, commercial real estate..., cash flow modeling, performing and..., Capital Markets, Cash Flow Forecasting, Financial Structuring, Structured Finance, Asset Management, Investments, Valuation, Portfolio Management, Due Diligence, Transaction Origination, Real Estate Financing, Fixed Income, Loans, Credit, Finance, Bonds, Banking, Commercial Real Estate, Investment Banking, Loan Origination, Alternative Investments, Mortgage Lending, Real Estate Economics
Education
University of Rochester 1997 — 2001
Dual Bachelors, Economics and Political Science
City Honors School 1989 — 1997
International Baccalaureate Graduate, Full International Baccalaureate Program
Harris Weber Harris Weber's UBS Investment Bank Experience June 2014 - August 2014
Job Incoming Investment Banking Analyst at JP Morgan
Industry Investment Banking
Experience
Meliora Capital Management LLC September 2011 - Present
Society of Undergraduate Biology September 2013 - Present
UBS Investment Bank June 2014 - August 2014
University of Rochester Medical Center September 2011 - May 2014
NGN Capital July 2013 - August 2013
Delta Upsilon International Fraternity June 2012 - December 2012
Hunter College June 2010 - August 2010
Skills
Microsoft Excel, Rodent Surgery, ImageJ, Research, Editing, Confocal Microscopy, Leadership, Statistics
Education
University of Rochester 2011 — 2015
Bachelor of Science (BS),Bachelor of Arts (BA), Cell and Developmental Biology, Business
Syosset High School 2007 — 2011
Meliora Capital Management LLC September 2011 - Present
Society of Undergraduate Biology September 2013 - Present
UBS Investment Bank June 2014 - August 2014
University of Rochester Medical Center September 2011 - May 2014
NGN Capital July 2013 - August 2013
Delta Upsilon International Fraternity June 2012 - December 2012
Hunter College June 2010 - August 2010
Skills
Microsoft Excel, Rodent Surgery, ImageJ, Research, Editing, Confocal Microscopy, Leadership, Statistics
Education
University of Rochester 2011 — 2015
Bachelor of Science (BS),Bachelor of Arts (BA), Cell and Developmental Biology, Business
Syosset High School 2007 — 2011
Veronika Alex Veronika Alex's UBS Investment Bank Experience June 2013 - August 2013
Job Teach for America High School Math Teacher seeking opportunities within business, technology, and education
Industry Education Management
Experience
Teach For America June 2014 - Present
Teach For America February 2015 - September 2015
University of Rochester August 2013 - May 2014
University of Rochester August 2013 - May 2014
University of Rochester January 2012 - May 2014
Alpha Kappa Psi April 2012 - January 2014
The Business and Government Information Library at the University of Rochester September 2011 - September 2013
UBS Investment Bank June 2013 - August 2013
Conde Nast (DETAILS) May 2012 - August 2012
Alpha Kappa Psi May 2011 - April 2012
Skills
Data Analysis, Public Speaking, Java, JavaScript, Statistical Data..., Teaching, Strategic Leadership, Research, Blogging, Fundraising, HTML, CSS, PHP, Social Media, Microsoft Excel, Photoshop, Microsoft Office, PowerPoint, Editing, BBEdit, Microsoft Word, Event Planning, Community Outreach, Adobe Creative Suite, Business Analysis, Matlab, Final Cut Pro, Dreamweaver, MovableType, CMS Interwoven Teamsite, Market Research, Marketing Communications, Stata, Press Release..., Social Media Marketing, Creating Content, Newsletter Production, Grant Writing, Assistant Teaching, Photo Research, German, Spanish, Translation, Non-profits, Microformats, Nonprofits
Education
University of Rochester 2010 — 2014
Bachelor of Arts (B.A.), Economics of Media and Culture
Spartanburg Day School 2006 — 2010
High School
Teach For America June 2014 - Present
Teach For America February 2015 - September 2015
University of Rochester August 2013 - May 2014
University of Rochester August 2013 - May 2014
University of Rochester January 2012 - May 2014
Alpha Kappa Psi April 2012 - January 2014
The Business and Government Information Library at the University of Rochester September 2011 - September 2013
UBS Investment Bank June 2013 - August 2013
Conde Nast (DETAILS) May 2012 - August 2012
Alpha Kappa Psi May 2011 - April 2012
Skills
Data Analysis, Public Speaking, Java, JavaScript, Statistical Data..., Teaching, Strategic Leadership, Research, Blogging, Fundraising, HTML, CSS, PHP, Social Media, Microsoft Excel, Photoshop, Microsoft Office, PowerPoint, Editing, BBEdit, Microsoft Word, Event Planning, Community Outreach, Adobe Creative Suite, Business Analysis, Matlab, Final Cut Pro, Dreamweaver, MovableType, CMS Interwoven Teamsite, Market Research, Marketing Communications, Stata, Press Release..., Social Media Marketing, Creating Content, Newsletter Production, Grant Writing, Assistant Teaching, Photo Research, German, Spanish, Translation, Non-profits, Microformats, Nonprofits
Education
University of Rochester 2010 — 2014
Bachelor of Arts (B.A.), Economics of Media and Culture
Spartanburg Day School 2006 — 2010
High School
Andrew Riddle Andrew Riddle's UBS Investment Bank Experience August 1998 - October 2006
Job Associate Director at UBS
Industry Financial Services
Experience
UBS July 2012 - Present
RBS Global Banking & Markets November 2007 - June 2012
Dillon Read Capital Management October 2006 - October 2007
UBS Investment Bank August 1998 - October 2006
Skills
Fixed Income, Bloomberg, Securities, Bonds, Capital Markets, Equities, Back Office, Settlement, Series 7, Hedge Funds, Operational Risk, Swaps, Microsoft Excel, Bank Reconciliation, General Ledger, Cash Management, SAP BW, Smartstream TLM, Account Reconciliation, Excel, Reconciliation, Month End Close, P&I, Settlements, Oracle E-Business Suite, Recon Plus, P&L Management, Operations Management, Team Management, Risk Management, Transition Management, Accreditation, Third Party Vendor..., Collateral Management
Education
University of South Carolina-Columbia 1993 — 1996
BS, Management
UBS July 2012 - Present
RBS Global Banking & Markets November 2007 - June 2012
Dillon Read Capital Management October 2006 - October 2007
UBS Investment Bank August 1998 - October 2006
Skills
Fixed Income, Bloomberg, Securities, Bonds, Capital Markets, Equities, Back Office, Settlement, Series 7, Hedge Funds, Operational Risk, Swaps, Microsoft Excel, Bank Reconciliation, General Ledger, Cash Management, SAP BW, Smartstream TLM, Account Reconciliation, Excel, Reconciliation, Month End Close, P&I, Settlements, Oracle E-Business Suite, Recon Plus, P&L Management, Operations Management, Team Management, Risk Management, Transition Management, Accreditation, Third Party Vendor..., Collateral Management
Education
University of South Carolina-Columbia 1993 — 1996
BS, Management
Ricky Gross Ricky Gross's UBS Investment Bank Experience June 2011 - August 2011
Job Audit Senior at Deloitte
Industry Accounting
Experience
Deloitte September 2014 - Present
Deloitte October 2012 - August 2014
University of Scranton August 2008 - June 2012
UBS Investment Bank June 2011 - August 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Access, Outlook, Microsoft Office, Accounting, Finance, Public Speaking, Leadership, XP
Education
University of Scranton 2008 — 2012
Bachelor of Science (B.S.), Finance and Accounting
Deloitte September 2014 - Present
Deloitte October 2012 - August 2014
University of Scranton August 2008 - June 2012
UBS Investment Bank June 2011 - August 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Access, Outlook, Microsoft Office, Accounting, Finance, Public Speaking, Leadership, XP
Education
University of Scranton 2008 — 2012
Bachelor of Science (B.S.), Finance and Accounting
Binley Yang's UBS Investment Bank Experience June 2015 - August 2015
Job Analyst at Meliora Capital Management
Industry Financial Services
Experience
University of Rochester September 2015 - Present
Meliora Capital Management LLC January 2014 - Present
UBS Investment Bank June 2015 - August 2015
Bastion Law Firm June 2014 - August 2014
Rochester Human Computer Interaction September 2012 - October 2013
Boston Museum of Science July 2011 - August 2011
Boston Museum of Science November 2009 - July 2011
Skills
Data Analysis, Chinese, Web Development, Science Education, Teaching, Museums, Financial Modeling, Java, Objective C, Financial Accounting, Algorithms, Exhibit Design, Microsoft Office
Education
University of Rochester 2012 — 2016
Financial Economics & Computer Science, Junior
University of Rochester September 2015 - Present
Meliora Capital Management LLC January 2014 - Present
UBS Investment Bank June 2015 - August 2015
Bastion Law Firm June 2014 - August 2014
Rochester Human Computer Interaction September 2012 - October 2013
Boston Museum of Science July 2011 - August 2011
Boston Museum of Science November 2009 - July 2011
Skills
Data Analysis, Chinese, Web Development, Science Education, Teaching, Museums, Financial Modeling, Java, Objective C, Financial Accounting, Algorithms, Exhibit Design, Microsoft Office
Education
University of Rochester 2012 — 2016
Financial Economics & Computer Science, Junior
James S. Lee James S. Lee's UBS Investment Bank Experience 1996 - 2005
Job CEO at JIOS AEROGEL LIMITED
Industry Nanotechnology
Experience
JIOS Aerogel Limited February 2013 - Present
J.P. Morgan August 2010 - June 2012
Nomura September 2008 - May 2010
Lehman Brothers July 2005 - September 2008
UBS Investment Bank 1996 - 2005
Arthur Andersen & Co September 1990 - May 1992
Skills
Start-ups, Corporate Finance, Corporate Development, Growth Management, Risk Management, Investment Banking, Alternative Investments, Fixed Income, Commodity, Capital Markets, Valuation, Mergers & Acquisitions, CDS, Finance, Financial Modeling, Venture Capital, Structured Finance, Investments, Business Valuation, LBO, Derivatives, Financial Structuring, Emerging Markets, Investment Advisory, Fixed Income Derivatives, Financing
Education
University of Southern California - Marshall School of Business 1992 — 1994
MBA, Finance, General
University of Southern California 1986 — 1990
BS, Accounting
Los Altos high school 1982 — 1986
JIOS Aerogel Limited February 2013 - Present
J.P. Morgan August 2010 - June 2012
Nomura September 2008 - May 2010
Lehman Brothers July 2005 - September 2008
UBS Investment Bank 1996 - 2005
Arthur Andersen & Co September 1990 - May 1992
Skills
Start-ups, Corporate Finance, Corporate Development, Growth Management, Risk Management, Investment Banking, Alternative Investments, Fixed Income, Commodity, Capital Markets, Valuation, Mergers & Acquisitions, CDS, Finance, Financial Modeling, Venture Capital, Structured Finance, Investments, Business Valuation, LBO, Derivatives, Financial Structuring, Emerging Markets, Investment Advisory, Fixed Income Derivatives, Financing
Education
University of Southern California - Marshall School of Business 1992 — 1994
MBA, Finance, General
University of Southern California 1986 — 1990
BS, Accounting
Los Altos high school 1982 — 1986
Liye Zhang Liye Zhang's UBS Investment Bank Experience August 2010 - April 2013
Job CREDIT RISK MANAGEMENT SECURITIZATION
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Moody's Investors Service April 2013 - July 2014
UBS Investment Bank August 2010 - April 2013
Skills
Valuation, Capital Markets, Trading, Credit Risk, Financial Modeling, Derivatives, Fixed Income, Analytics, Basel II, Mergers & Acquisitions, Quantitative Analytics, Quantitative Finance, Equities, R, VBA
Education
University of Southern California 2004 — 2010
Ph.D., Physics
University of Southern California 2007 — 2009
Master of Science, Mathematical Finance
University of Science and Technology of China 1999 — 2004
Bachelor, Physics
Tianjin NanKai Middle School 1993 — 1999
Morgan Stanley July 2014 - Present
Moody's Investors Service April 2013 - July 2014
UBS Investment Bank August 2010 - April 2013
Skills
Valuation, Capital Markets, Trading, Credit Risk, Financial Modeling, Derivatives, Fixed Income, Analytics, Basel II, Mergers & Acquisitions, Quantitative Analytics, Quantitative Finance, Equities, R, VBA
Education
University of Southern California 2004 — 2010
Ph.D., Physics
University of Southern California 2007 — 2009
Master of Science, Mathematical Finance
University of Science and Technology of China 1999 — 2004
Bachelor, Physics
Tianjin NanKai Middle School 1993 — 1999
Krista Dieckamp Krista Dieckamp's UBS Investment Bank Experience June 1999 - September 2010
Job at Pegasus Therapeutic Riding
Industry Capital Markets
Experience
Pegasus Therapeutic Riding January 2011 - Present
UBS Investment Bank June 1999 - September 2010
Schwab Soundview Capital Markets 2002 - 2004
Charles Schwab 1999 - 2002
American Funds Distributors 1997 - 1999
Continental Bank April 1990 - September 1994
Prudential-Bache Securities 1989 - 1990
Education
University of Southern California 1987 — 1989
BS, Financial Management
Pegasus Therapeutic Riding January 2011 - Present
UBS Investment Bank June 1999 - September 2010
Schwab Soundview Capital Markets 2002 - 2004
Charles Schwab 1999 - 2002
American Funds Distributors 1997 - 1999
Continental Bank April 1990 - September 1994
Prudential-Bache Securities 1989 - 1990
Education
University of Southern California 1987 — 1989
BS, Financial Management
Deborah DeAcutis Deborah DeAcutis's UBS Investment Bank Experience 2008 - 2008
Job Office Manager at Triumph Display Group LLC, CT
Industry Printing
Experience
Triumph Display Group, LLC Connecticut May 2012 - Present
Gigi Hill September 2010 - July 2013
UBS Investment Bank 2008 - 2008
UBS Investment Bank 2006 - 2008
UBS Investment Bank 2001 - 2008
Skills
Employee Relations, Onboarding, Fashion, Performance Management, Talent Management, Organizational..., Sales, Recruiting, Social Media, Outlook
Education
University of Scranton
BA
St. Anthony's High School; South Huntington, NY
High School
Triumph Display Group, LLC Connecticut May 2012 - Present
Gigi Hill September 2010 - July 2013
UBS Investment Bank 2008 - 2008
UBS Investment Bank 2006 - 2008
UBS Investment Bank 2001 - 2008
Skills
Employee Relations, Onboarding, Fashion, Performance Management, Talent Management, Organizational..., Sales, Recruiting, Social Media, Outlook
Education
University of Scranton
BA
St. Anthony's High School; South Huntington, NY
High School
Nicholas Mulford Nicholas Mulford's UBS Investment Bank Experience June 2014 - August 2014
Job Analyst at Analysis Group
Industry Financial Services
Experience
Analysis Group June 2015 - Present
UBS Investment Bank June 2014 - August 2014
Rochester Wealth Management Group, LLC May 2013 - August 2013
Finger Lakes Flooring, Inc. June 2011 - August 2013
Skills
Python, C++, SAS, R, Microsoft Excel, VBA, SQL, Stata, TOAD, Teamwork, Bloomberg Terminal, Risk Analytics, C, Microsoft Word, PowerPoint, Mathematica, LaTeX
Education
University of Rochester 2011 — 2015
Bachelor of Science (BS), Physics, Cum Laude, Highest Distinction
University of Rochester 2011 — 2015
Bachelor of Arts (BA), Financial Economics, Cum Laude, Highest Distinction
Analysis Group June 2015 - Present
UBS Investment Bank June 2014 - August 2014
Rochester Wealth Management Group, LLC May 2013 - August 2013
Finger Lakes Flooring, Inc. June 2011 - August 2013
Skills
Python, C++, SAS, R, Microsoft Excel, VBA, SQL, Stata, TOAD, Teamwork, Bloomberg Terminal, Risk Analytics, C, Microsoft Word, PowerPoint, Mathematica, LaTeX
Education
University of Rochester 2011 — 2015
Bachelor of Science (BS), Physics, Cum Laude, Highest Distinction
University of Rochester 2011 — 2015
Bachelor of Arts (BA), Financial Economics, Cum Laude, Highest Distinction
Hua Zhu Hua Zhu's UBS Investment Bank Experience April 2014 - Present
Job Investment Banking Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank April 2014 - Present
Towers Watson January 2013 - April 2014
UBS Wealth Management August 2012 - December 2012
Skills
Investment Banking, Company Valuation, M&A Modeling, Financial Modeling, Financial Institutions, Bloomberg Terminal, Portfolio Management, Investments, Microsoft Excel, Asset Allocation, Investment Advisory, VBA, Manager Research, Equity Research
Education
University of Rochester 2008 — 2012
Bachelor, Mathematics and Financial Economics
CFA Level II Candidate
FRM Part II Candidate
UBS Investment Bank April 2014 - Present
Towers Watson January 2013 - April 2014
UBS Wealth Management August 2012 - December 2012
Skills
Investment Banking, Company Valuation, M&A Modeling, Financial Modeling, Financial Institutions, Bloomberg Terminal, Portfolio Management, Investments, Microsoft Excel, Asset Allocation, Investment Advisory, VBA, Manager Research, Equity Research
Education
University of Rochester 2008 — 2012
Bachelor, Mathematics and Financial Economics
CFA Level II Candidate
FRM Part II Candidate
Patrick Cefalu Patrick Cefalu's UBS Investment Bank Experience August 2012 - November 2014
Job Client Integration at Nomura Securities
Industry Financial Services
Experience
Nomura Securities November 2014 - Present
UBS Investment Bank August 2012 - November 2014
Fougera Pharmaceuticals Inc. May 2012 - August 2012
English Lacrosse Association January 2011 - March 2012
ICAP 2010 - 2010
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Analysis, Finance, Fixed Income, Access
Education
East Islip High School
University of Scranton
Nomura Securities November 2014 - Present
UBS Investment Bank August 2012 - November 2014
Fougera Pharmaceuticals Inc. May 2012 - August 2012
English Lacrosse Association January 2011 - March 2012
ICAP 2010 - 2010
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Analysis, Finance, Fixed Income, Access
Education
East Islip High School
University of Scranton
Scott DeGhetto Scott DeGhetto's UBS Investment Bank Experience September 1998 - May 2005
Job Managing Director Power, Utilities & Renewable Energy, Moelis & Co.
Industry Investment Banking
Experience
Moelis & Company October 2011 - Present
Credit Suisse September 2008 - September 2011
JPMorgan June 2005 - September 2008
UBS Investment Bank September 1998 - May 2005
Skills
Renewable Energy, Investment Banking, Private Equity, Financial Modeling, Project Finance, Due Diligence, Venture Capital, Capital Markets, Structured Finance, Valuation, Financial Structuring, Corporate Finance, Equities, M&A experience, Corporate Development, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
University of Rochester
BS, Electrical Engineering
Moelis & Company October 2011 - Present
Credit Suisse September 2008 - September 2011
JPMorgan June 2005 - September 2008
UBS Investment Bank September 1998 - May 2005
Skills
Renewable Energy, Investment Banking, Private Equity, Financial Modeling, Project Finance, Due Diligence, Venture Capital, Capital Markets, Structured Finance, Valuation, Financial Structuring, Corporate Finance, Equities, M&A experience, Corporate Development, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
University of Rochester
BS, Electrical Engineering
Matthew Maloney Matthew Maloney's UBS Investment Bank Experience November 2010 - April 2013
Job Real Estate Finance at Rialto Capital Management
Industry Real Estate
Experience
Rialto Capital Management April 2013 - Present
UBS Investment Bank November 2010 - April 2013
Wachovia Securities, LLC July 2007 - June 2008
Credit Suisse June 2000 - June 2007
Finova Realty Capital August 1998 - June 2000
Education
University of Southern California 1990 — 1994
B.A., Economics
Rialto Capital Management April 2013 - Present
UBS Investment Bank November 2010 - April 2013
Wachovia Securities, LLC July 2007 - June 2008
Credit Suisse June 2000 - June 2007
Finova Realty Capital August 1998 - June 2000
Education
University of Southern California 1990 — 1994
B.A., Economics
Alan Chang Alan Chang's UBS Investment Bank Experience 2012 - June 2013
Job Experienced Operational Efficiency Manager
Industry Financial Services
Experience
ICAP July 2013 - Present
UBS Investment Bank 2012 - June 2013
Goldman Sachs 2010 - 2012
J.P. Morgan March 2008 - July 2010
Lehman Brothers 2005 - 2008
Rich Products Corporation June 2004 - September 2004
Skills
Investment Banking, Financial Modeling, Corporate Finance, Fixed Income, Derivatives, Middle Office, Process Improvement, Securities Operations, Securities Market, Project Management, Data Analytics, Business Analysis, Change Management, Process Re-engineering, Market Research, Operations Management, Equities, Operating Systems, System Testing, Prime Brokerage, Risk Management, Underwriting, IPO, Settlement, Clearing, Equity Trading, Client Development, Due Diligence, Microsoft Office, Strategic Planning, Trade Support, Client Services, Strategy, Finance, Mergers & Acquisitions, Securities, Trading
Education
University of Rochester - William E. Simon Graduate School of Business Administration
Master of Business Administration (MBA), Accounting and Finance
ICAP July 2013 - Present
UBS Investment Bank 2012 - June 2013
Goldman Sachs 2010 - 2012
J.P. Morgan March 2008 - July 2010
Lehman Brothers 2005 - 2008
Rich Products Corporation June 2004 - September 2004
Skills
Investment Banking, Financial Modeling, Corporate Finance, Fixed Income, Derivatives, Middle Office, Process Improvement, Securities Operations, Securities Market, Project Management, Data Analytics, Business Analysis, Change Management, Process Re-engineering, Market Research, Operations Management, Equities, Operating Systems, System Testing, Prime Brokerage, Risk Management, Underwriting, IPO, Settlement, Clearing, Equity Trading, Client Development, Due Diligence, Microsoft Office, Strategic Planning, Trade Support, Client Services, Strategy, Finance, Mergers & Acquisitions, Securities, Trading
Education
University of Rochester - William E. Simon Graduate School of Business Administration
Master of Business Administration (MBA), Accounting and Finance
Nora Al Ramadhan Nora Al Ramadhan's UBS Investment Bank Experience June 2011 - August 2011
Job CoFounder / General Manager at Apotheca Beauty Co.
Industry Financial Services
Experience
Apotheca Beauty Co. July 2013 - Present
StormHarbour Securities July 2013 - 2014
Wafra Investment Advisory Group October 2012 - June 2013
UBS Investment Bank June 2011 - August 2011
Skills
Emerging Markets, Trading, Fixed Income, Structured Finance, Hedge Funds
Education
American School of Kuwait
University of Southern California
Bachelor of Science (B.S.), Business Administration/Finance
Apotheca Beauty Co. July 2013 - Present
StormHarbour Securities July 2013 - 2014
Wafra Investment Advisory Group October 2012 - June 2013
UBS Investment Bank June 2011 - August 2011
Skills
Emerging Markets, Trading, Fixed Income, Structured Finance, Hedge Funds
Education
American School of Kuwait
University of Southern California
Bachelor of Science (B.S.), Business Administration/Finance
Karen Mackay, SHRM-CP's UBS Investment Bank Experience 2011 - 2011
Job Benefits Assistant at Neopost USA
Industry Human Resources
Experience
Neopost June 2015 - Present
athenahealth July 2014 - May 2015
athenahealth April 2013 - July 2014
Perfumania Holdings, Inc. September 2011 - January 2013
Nassau B.O.C.E.S June 2009 - October 2011
ThinkBRQ June 2011 - July 2011
UBS Investment Bank 2011 - 2011
St. Francis Hospital 2011 - 2011
Scranton Hilton Hotel and Conference Center September 2010 - November 2010
BlackRock Solutions July 2010 - August 2010
Skills
Sage Abra HRMS, E-Verify, Google Docs, Ceridian, Excel, Microsoft Access, Pivot Tables, PowerSchool, PeopleSoft, Microsoft Office, ADP Payroll, PowerPoint, Microsoft Excel, Staffing Processes, Training Programs, Recruiting, Applicant Tracking...
Education
University of Scranton 2007 — 2011
BS, Human Resources, Minor: English
Kellenberg Memorial High School 2003 — 2007
Neopost June 2015 - Present
athenahealth July 2014 - May 2015
athenahealth April 2013 - July 2014
Perfumania Holdings, Inc. September 2011 - January 2013
Nassau B.O.C.E.S June 2009 - October 2011
ThinkBRQ June 2011 - July 2011
UBS Investment Bank 2011 - 2011
St. Francis Hospital 2011 - 2011
Scranton Hilton Hotel and Conference Center September 2010 - November 2010
BlackRock Solutions July 2010 - August 2010
Skills
Sage Abra HRMS, E-Verify, Google Docs, Ceridian, Excel, Microsoft Access, Pivot Tables, PowerSchool, PeopleSoft, Microsoft Office, ADP Payroll, PowerPoint, Microsoft Excel, Staffing Processes, Training Programs, Recruiting, Applicant Tracking...
Education
University of Scranton 2007 — 2011
BS, Human Resources, Minor: English
Kellenberg Memorial High School 2003 — 2007
Janelle Wong, CPA Janelle Wong, CPA's UBS Investment Bank Experience October 2007 - June 2009
Job Tax Professional at Robert Caplan, CPA
Industry Accounting
Experience
Robert Caplan, CPA December 2013 - Present
Industry Capital Advisors, LLC. January 2010 - October 2012
Novogradac & Company LLP 2009 - 2010
UBS Investment Bank October 2007 - June 2009
The John Stewart Company October 2004 - August 2007
Skills
Accounting, Financial Analysis, Financial Reporting, QuickBooks, Financial Accounting, Financial Modeling, Tax, Microsoft Excel, Fund Accounting, Asset Managment, Finance, Private Equity, GAAP, Microsoft Office
Education
University of San Francisco 2002 — 2005
BS, Finance/Accounting
Robert Caplan, CPA December 2013 - Present
Industry Capital Advisors, LLC. January 2010 - October 2012
Novogradac & Company LLP 2009 - 2010
UBS Investment Bank October 2007 - June 2009
The John Stewart Company October 2004 - August 2007
Skills
Accounting, Financial Analysis, Financial Reporting, QuickBooks, Financial Accounting, Financial Modeling, Tax, Microsoft Excel, Fund Accounting, Asset Managment, Finance, Private Equity, GAAP, Microsoft Office
Education
University of San Francisco 2002 — 2005
BS, Finance/Accounting
Christopher Foss Christopher Foss's UBS Investment Bank Experience May 2006 - June 2008
Job Vice President at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company April 2011 - Present
The Carlyle Group June 2007 - August 2009
UBS Investment Bank May 2006 - June 2008
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Private Equity, Corporate Finance, Due Diligence, Mergers & Acquisitions, Financial Analysis, Equities, LBO
Education
University of Southern California 2001 — 2005
Bachelor's degree, Accounting
La Canada High School 1997 — 2001
Moelis & Company April 2011 - Present
The Carlyle Group June 2007 - August 2009
UBS Investment Bank May 2006 - June 2008
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Private Equity, Corporate Finance, Due Diligence, Mergers & Acquisitions, Financial Analysis, Equities, LBO
Education
University of Southern California 2001 — 2005
Bachelor's degree, Accounting
La Canada High School 1997 — 2001
Tobias Berardo's UBS Investment Bank Experience 2009 - 2012
Job Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company September 2014 - Present
Alterna Social Business Cultivator June 2014 - August 2014
Grameen Caldas July 2013 - September 2013
A.T. Kearney June 2013 - July 2013
Clinton Foundation February 2013 - May 2013
Rocket Internet GmbH April 2012 - July 2012
UBS Investment Bank 2009 - 2012
AIESEC Southampton September 2008 - June 2009
Santander Global Banking and Markets July 2008 - September 2008
Skills
Capital Markets, Derivatives, Investments, Latin America, Interest Rate..., Structured Products, Entrepreneurship, Economics, Consulting, Debt Capital Markets, Foreign Exchange, Bloomberg, Bonds, Financial Structuring, Financial Risk, Analysis, Securities, FX Options, Banking, Investment Banking, Fixed Income
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Top 5%
University of Southampton 2006 — 2009
BSc., Economics & Management Sciences, 1st Class Honours
Wirtschaftsuniversität Wien 2007 — 2008
Erasmus, Student Exchange
Bain & Company September 2014 - Present
Alterna Social Business Cultivator June 2014 - August 2014
Grameen Caldas July 2013 - September 2013
A.T. Kearney June 2013 - July 2013
Clinton Foundation February 2013 - May 2013
Rocket Internet GmbH April 2012 - July 2012
UBS Investment Bank 2009 - 2012
AIESEC Southampton September 2008 - June 2009
Santander Global Banking and Markets July 2008 - September 2008
Skills
Capital Markets, Derivatives, Investments, Latin America, Interest Rate..., Structured Products, Entrepreneurship, Economics, Consulting, Debt Capital Markets, Foreign Exchange, Bloomberg, Bonds, Financial Structuring, Financial Risk, Analysis, Securities, FX Options, Banking, Investment Banking, Fixed Income
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Top 5%
University of Southampton 2006 — 2009
BSc., Economics & Management Sciences, 1st Class Honours
Wirtschaftsuniversität Wien 2007 — 2008
Erasmus, Student Exchange
David Higley David Higley's UBS Investment Bank Experience 2000 - 2008
Job Managing Partner at Bond Lane Merchant Bank
Industry Investment Banking
Experience
Bond Lane Merchant Bank 2008 - Present
Bond Lane Capital LLC 2008 - Present
Reloaded Games, Inc. 2015 - Present
The Founder Institute 2009 - Present
Cryptic Studios 2007 - 2008
UBS Investment Bank 2000 - 2008
Volpe Brown Whelan & Co 1998 - 2000
Thelen Reid & Priest 1994 - 1998
Skills
IPO, Divestitures, Mergers, Private Placements, Cross-border..., Restructuring, Digital Media, Strategic Advisory, Strategic Investments, Principal Investing, Mentoring, Merchant Banking, Private Equity, Venture Capital, Capital, Start-ups, Entrepreneurship, Investment Banking, Investments, Equities, Corporate Development, M&A experience, Capital Raising, Mergers, Strategic Investment, Strategy, Capital Markets, Management, Due Diligence, Mergers & Acquisitions, Securities, LBO, Strategic Partnerships, Executive Management
Education
University of Virginia 1991 — 1994
J.D.
University of Southern California 1987 — 1991
B.S., Business Administration -- Finance
Bond Lane Merchant Bank 2008 - Present
Bond Lane Capital LLC 2008 - Present
Reloaded Games, Inc. 2015 - Present
The Founder Institute 2009 - Present
Cryptic Studios 2007 - 2008
UBS Investment Bank 2000 - 2008
Volpe Brown Whelan & Co 1998 - 2000
Thelen Reid & Priest 1994 - 1998
Skills
IPO, Divestitures, Mergers, Private Placements, Cross-border..., Restructuring, Digital Media, Strategic Advisory, Strategic Investments, Principal Investing, Mentoring, Merchant Banking, Private Equity, Venture Capital, Capital, Start-ups, Entrepreneurship, Investment Banking, Investments, Equities, Corporate Development, M&A experience, Capital Raising, Mergers, Strategic Investment, Strategy, Capital Markets, Management, Due Diligence, Mergers & Acquisitions, Securities, LBO, Strategic Partnerships, Executive Management
Education
University of Virginia 1991 — 1994
J.D.
University of Southern California 1987 — 1991
B.S., Business Administration -- Finance
Kimberly (Perri) Smith Kimberly (Perri) Smith's UBS Investment Bank Experience May 2004 - September 2005
Job Production Specialist at Vision Critical
Industry Graphic Design
Experience
Vision Critical October 2010 - Present
Abelson-Taylor December 2009 - March 2011
Neon Hummingbird Graphic Design April 2009 - December 2009
Sg2 October 2005 - March 2009
UBS Investment Bank May 2004 - September 2005
A.T. Kearney October 1997 - July 2003
Skills
InDesign, Flash, Layout, Illustrator, HTML, Graphic Design, Photoshop, QuarkXPress, Editing, Adobe Acrobat, Video Editing, Copy Editing, Adobe Creative Suite, Advertising, Mac, Microsoft Word, Public Relations, Graphics, Information Architecture, Digital Photography, Illustration, Social Networking, Dreamweaver, Social Media, Corporate Branding, Blogging, Brochures, Software Documentation, Web Design, Training, Social Media Marketing, Digital Marketing, Publications, Marketing Communications, Online Advertising, Content Management, Video, Copywriting, Microsoft Office, Art Direction, Proofreading, PowerPoint, Animation, Email Marketing, Creative Direction
Education
University of Southern California 1991 — 1995
BA, Print Journalism
Vision Critical October 2010 - Present
Abelson-Taylor December 2009 - March 2011
Neon Hummingbird Graphic Design April 2009 - December 2009
Sg2 October 2005 - March 2009
UBS Investment Bank May 2004 - September 2005
A.T. Kearney October 1997 - July 2003
Skills
InDesign, Flash, Layout, Illustrator, HTML, Graphic Design, Photoshop, QuarkXPress, Editing, Adobe Acrobat, Video Editing, Copy Editing, Adobe Creative Suite, Advertising, Mac, Microsoft Word, Public Relations, Graphics, Information Architecture, Digital Photography, Illustration, Social Networking, Dreamweaver, Social Media, Corporate Branding, Blogging, Brochures, Software Documentation, Web Design, Training, Social Media Marketing, Digital Marketing, Publications, Marketing Communications, Online Advertising, Content Management, Video, Copywriting, Microsoft Office, Art Direction, Proofreading, PowerPoint, Animation, Email Marketing, Creative Direction
Education
University of Southern California 1991 — 1995
BA, Print Journalism
Andrew Morrow Andrew Morrow's UBS Investment Bank Experience June 2012 - August 2012
Job Business Development at FirmGreen, Inc.
Industry Renewables & Environment
Experience
FirmGreen, Inc. July 2015 - Present
Analysis Group August 2013 - July 2015
UBS Investment Bank June 2012 - August 2012
BNY Mellon June 2011 - July 2011
D Plans (Shanghai) Consulting Co., Ltd. June 2010 - July 2010
Skills
Bloomberg, Corporate Finance, PowerPoint, New Business Development, Microsoft Office
Education
University of Southern California 2009 — 2013
Bachelor of Science in Business Administration & Bachelor of Arts in International Relations
Corona del Mar High School 2005 — 2009
Harbor Day School
FirmGreen, Inc. July 2015 - Present
Analysis Group August 2013 - July 2015
UBS Investment Bank June 2012 - August 2012
BNY Mellon June 2011 - July 2011
D Plans (Shanghai) Consulting Co., Ltd. June 2010 - July 2010
Skills
Bloomberg, Corporate Finance, PowerPoint, New Business Development, Microsoft Office
Education
University of Southern California 2009 — 2013
Bachelor of Science in Business Administration & Bachelor of Arts in International Relations
Corona del Mar High School 2005 — 2009
Harbor Day School
Mitchell Katz Mitchell Katz's UBS Investment Bank Experience August 2007 - July 2008
Job Vice President at Silicon Valley Bank
Industry Venture Capital & Private Equity
Experience
Silicon Valley Bank August 2013 - Present
Silicon Valley Bank January 2013 - August 2013
Silicon Valley Bank March 2011 - January 2013
Pacific Corporate Group July 2008 - April 2011
UBS Investment Bank August 2007 - July 2008
Skills
Alternative Investments, Asset Managment, Private Equity, Due Diligence, Corporate Development, Asset Management, Venture Capital, Valuation, Finance, Financial Modeling, Investments, Portfolio Management, Hedge Funds, Corporate Finance, Financial Analysis, Mergers & Acquisitions
Education
University of San Diego 2003 — 2007
BBA, Business Administration
Bellarmine College Preparatory 2000 — 2003
Silicon Valley Bank August 2013 - Present
Silicon Valley Bank January 2013 - August 2013
Silicon Valley Bank March 2011 - January 2013
Pacific Corporate Group July 2008 - April 2011
UBS Investment Bank August 2007 - July 2008
Skills
Alternative Investments, Asset Managment, Private Equity, Due Diligence, Corporate Development, Asset Management, Venture Capital, Valuation, Finance, Financial Modeling, Investments, Portfolio Management, Hedge Funds, Corporate Finance, Financial Analysis, Mergers & Acquisitions
Education
University of San Diego 2003 — 2007
BBA, Business Administration
Bellarmine College Preparatory 2000 — 2003
Michael Schroeder's UBS Investment Bank Experience June 2008 - August 2008
Job Emerging Markets Fixed Income Trader at DoubleLine Capital
Industry Investment Management
Experience
DoubleLine Capital June 2012 - Present
Dunham & Associates October 2009 - June 2012
UBS Investment Bank June 2008 - August 2008
Griffin Securities, Inc. June 2004 - August 2007
U.S. Court of Appeals for the Federal Circuit June 2003 - August 2003
Skills
Fixed Income, Alternative Investments, Investments, Bloomberg
Education
University of Southern California 2005 — 2009
BA
Brunswick School
DoubleLine Capital June 2012 - Present
Dunham & Associates October 2009 - June 2012
UBS Investment Bank June 2008 - August 2008
Griffin Securities, Inc. June 2004 - August 2007
U.S. Court of Appeals for the Federal Circuit June 2003 - August 2003
Skills
Fixed Income, Alternative Investments, Investments, Bloomberg
Education
University of Southern California 2005 — 2009
BA
Brunswick School
Gregory Insinga's UBS Investment Bank Experience July 2001 - August 2002
Job Vice President Securitized Products Middle Office at Barclays Capital
Industry Financial Services
Experience
Barclays Capital October 2005 - Present
Morgan Stanley July 2003 - October 2005
Morgan Stanley August 2002 - July 2003
UBS Investment Bank July 2001 - August 2002
Morgan Stanley April 2000 - July 2001
Morgan Stanley February 1998 - April 2000
Skills
Trading, Middle Office, Credit, Financial Services, CDS, MBS, Bloomberg, Fixed Income, Series 7, Bonds, Securitization, Back Office, Derivatives, Settlement, Rates, Securities, Swaps, Credit Derivatives
Education
University of South Florida 1993 — 1998
Barclays Capital October 2005 - Present
Morgan Stanley July 2003 - October 2005
Morgan Stanley August 2002 - July 2003
UBS Investment Bank July 2001 - August 2002
Morgan Stanley April 2000 - July 2001
Morgan Stanley February 1998 - April 2000
Skills
Trading, Middle Office, Credit, Financial Services, CDS, MBS, Bloomberg, Fixed Income, Series 7, Bonds, Securitization, Back Office, Derivatives, Settlement, Rates, Securities, Swaps, Credit Derivatives
Education
University of South Florida 1993 — 1998
Chris Park's UBS Investment Bank Experience August 2006 - March 2007
Job Marketing Manager at Everyday Health Inc.
Industry Financial Services
Experience
Everyday Health Inc. December 2014 - Present
Turn March 2014 - November 2014
Evidon June 2013 - March 2014
Moody's Investors Service April 2010 - June 2013
KPMG September 2008 - September 2009
Asbury Automotive March 2007 - November 2007
UBS Investment Bank August 2006 - March 2007
Skills
Analysis, Finance, Financial Analysis, Business Development, Bloomberg, Portfolio Management, Management, Corporate Finance, Relationship Management, Financial Modeling, Microsoft Excel, Databases, Microsoft Word, Equities, Financial Reporting, Forecasting, Microsoft Office, Banking, Credit, Salesforce.com, Account Management
Education
University of Rochester 2001 — 2006
Bachelor of Arts (BA), Economics
Clarkstown South High School
Everyday Health Inc. December 2014 - Present
Turn March 2014 - November 2014
Evidon June 2013 - March 2014
Moody's Investors Service April 2010 - June 2013
KPMG September 2008 - September 2009
Asbury Automotive March 2007 - November 2007
UBS Investment Bank August 2006 - March 2007
Skills
Analysis, Finance, Financial Analysis, Business Development, Bloomberg, Portfolio Management, Management, Corporate Finance, Relationship Management, Financial Modeling, Microsoft Excel, Databases, Microsoft Word, Equities, Financial Reporting, Forecasting, Microsoft Office, Banking, Credit, Salesforce.com, Account Management
Education
University of Rochester 2001 — 2006
Bachelor of Arts (BA), Economics
Clarkstown South High School
Peter Chomyonk's UBS Investment Bank Experience September 2004 - February 2013
Job Executive Director at UBS
Industry Investment Banking
Experience
UBS Investment Bank September 2004 - February 2013
Fleet Securities, Inc. June 2003 - August 2004
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2001 — 2003
MBA, Finance
State University of New York at Geneseo, Jones School of Business 1991 — 1995
BS, Finance
UBS Investment Bank September 2004 - February 2013
Fleet Securities, Inc. June 2003 - August 2004
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2001 — 2003
MBA, Finance
State University of New York at Geneseo, Jones School of Business 1991 — 1995
BS, Finance
Kenta Jinno's UBS Investment Bank Experience June 2007 - August 2007
Job Student at University of Rochester William E. Simon Graduate School of Business Administration
Industry Investment Banking
Experience
UBS Investment Bank June 2007 - August 2007
Mizuho Financial Group April 1997 - August 2006
Education
University of Rochester - Simon Business School 2006 — 2008
UBS Investment Bank June 2007 - August 2007
Mizuho Financial Group April 1997 - August 2006
Education
University of Rochester - Simon Business School 2006 — 2008
Chris Seiter's UBS Investment Bank Experience January 1997 - June 1999
Job Managing Director at Bank of America
Industry Investment Banking
Experience
Bank of America June 1999 - Present
UBS Investment Bank January 1997 - June 1999
Education
University of Rochester 1984 — 1988
Bank of America June 1999 - Present
UBS Investment Bank January 1997 - June 1999
Education
University of Rochester 1984 — 1988
Brad Eilert's UBS Investment Bank Experience 2001 - 2002
Job Senior High Yield / Distressed Analyst at Nomura Securities
Industry Investment Management
Experience
Nomura Securities June 2011 - Present
Arrowgrass Capital Partners April 2007 - March 2011
Societe Generale 2002 - 2007
UBS Investment Bank 2001 - 2002
ING 2000 - 2001
Banc of America Securities 1997 - 2000
State Street Research 1995 - 1997
Skills
High Yield, Portfolio Management, Credit Rating, Fixed Income, Hedge Funds, Bloomberg, Equities, Derivatives, Capital Markets, Investment Banking, Alternative Investments, Bonds, Equity Research, Asset Managment, Structured Products
Education
University of Southern California 1990 — 1994
Bachelor of Science (BS), Finance, General
Jesuit High School 1987 — 1990
Nomura Securities June 2011 - Present
Arrowgrass Capital Partners April 2007 - March 2011
Societe Generale 2002 - 2007
UBS Investment Bank 2001 - 2002
ING 2000 - 2001
Banc of America Securities 1997 - 2000
State Street Research 1995 - 1997
Skills
High Yield, Portfolio Management, Credit Rating, Fixed Income, Hedge Funds, Bloomberg, Equities, Derivatives, Capital Markets, Investment Banking, Alternative Investments, Bonds, Equity Research, Asset Managment, Structured Products
Education
University of Southern California 1990 — 1994
Bachelor of Science (BS), Finance, General
Jesuit High School 1987 — 1990
Matthew Napoli's UBS Investment Bank Experience May 2007 - March 2008
Job Operations Manager at Con Edison Energy
Industry Oil & Energy
Experience
Con Edison Energy March 2015 - Present
Consolidated Edison Energy September 2010 - Present
Con Edison July 2009 - September 2010
AllianceBernstein March 2008 - June 2009
UBS Investment Bank May 2007 - March 2008
Skills
Equities, Risk Management, Energy, Project Management
Education
University of Rhode Island - College of Business Administration 2003 — 2007
Finance & Marketing
Con Edison Energy March 2015 - Present
Consolidated Edison Energy September 2010 - Present
Con Edison July 2009 - September 2010
AllianceBernstein March 2008 - June 2009
UBS Investment Bank May 2007 - March 2008
Skills
Equities, Risk Management, Energy, Project Management
Education
University of Rhode Island - College of Business Administration 2003 — 2007
Finance & Marketing
Cameron Kojima's UBS Investment Bank Experience January 2006 - January 2007
Job Partner at a Development Company
Industry Real Estate
Experience
Kojima Development April 2015 - Present
Affinity24 September 2014 - December 2014
Lucrazon Ecommerce December 2013 - August 2014
Wells Fargo October 2012 - October 2013
Kojima Development June 2007 - October 2012
UBS Investment Bank January 2006 - January 2007
Skills
Real Estate, Valuation, Real Estate Transactions, Due Diligence, Real Estate Finance, Land Development, Property Management, Loans, Real Estate Development, Mortgage Banking, Banking, Mortgage Lending, Property, Time Management, Residential Homes, Corporate Real Estate, Risk Management, Market Analysis, Loan Origination, Microsoft Excel, Corporate Finance, Business Development, Investment Banking, Leases, Real Estate Financing, Underwriting, Investments, Real Estate Economics, Commercial Real Estate, Financial Analysis, Project Planning, Finance, Investment Properties, Acquisitions, Financial Modeling, Leadership, Investors, Business Strategy, FHA, CRM, Credit Analysis, Financial Risk, Portfolio Management, Management, E-commerce, Business Analysis, Asset Management, Microsoft Office
Education
University of Southern California 2004 — 2008
Bachelor of Arts, History
Mater Dei High School 1999 — 2003
Kojima Development April 2015 - Present
Affinity24 September 2014 - December 2014
Lucrazon Ecommerce December 2013 - August 2014
Wells Fargo October 2012 - October 2013
Kojima Development June 2007 - October 2012
UBS Investment Bank January 2006 - January 2007
Skills
Real Estate, Valuation, Real Estate Transactions, Due Diligence, Real Estate Finance, Land Development, Property Management, Loans, Real Estate Development, Mortgage Banking, Banking, Mortgage Lending, Property, Time Management, Residential Homes, Corporate Real Estate, Risk Management, Market Analysis, Loan Origination, Microsoft Excel, Corporate Finance, Business Development, Investment Banking, Leases, Real Estate Financing, Underwriting, Investments, Real Estate Economics, Commercial Real Estate, Financial Analysis, Project Planning, Finance, Investment Properties, Acquisitions, Financial Modeling, Leadership, Investors, Business Strategy, FHA, CRM, Credit Analysis, Financial Risk, Portfolio Management, Management, E-commerce, Business Analysis, Asset Management, Microsoft Office
Education
University of Southern California 2004 — 2008
Bachelor of Arts, History
Mater Dei High School 1999 — 2003
Lavanya Doddannagari's UBS Investment Bank Experience September 2006 - September 2007
Job Project Manager at JPMorgan Chase & Co.
Industry Capital Markets
Experience
JPMorgan Chase & Co. February 2014 - Present
Risk Focus October 2012 - February 2014
Citi Group September 2007 - May 2012
UBS Investment Bank September 2006 - September 2007
UBS 2006 - 2007
Skills
Sybase, SDLC, Fixed Income, Trading Systems, Derivatives, Business Analysis, SQL, Capital Markets, Investment Banking, Requirements Analysis, Credit Derivatives, Equities, Agile Methodologies, Risk Management
Education
University of South Florida 2001 — 2003
Masters, Electrical Engineering
Rayalaseema
JPMorgan Chase & Co. February 2014 - Present
Risk Focus October 2012 - February 2014
Citi Group September 2007 - May 2012
UBS Investment Bank September 2006 - September 2007
UBS 2006 - 2007
Skills
Sybase, SDLC, Fixed Income, Trading Systems, Derivatives, Business Analysis, SQL, Capital Markets, Investment Banking, Requirements Analysis, Credit Derivatives, Equities, Agile Methodologies, Risk Management
Education
University of South Florida 2001 — 2003
Masters, Electrical Engineering
Rayalaseema
Robert Pepitone's UBS Investment Bank Experience May 2006 - December 2011
Job Director of Quality Assurance at Investor Analytics
Industry Financial Services
Experience
Investor Analytics January 2012 - Present
UBS Investment Bank May 2006 - December 2011
Royal Bank of Canada January 1997 - April 2006
AIG 1996 - 1997
Bankers Trust May 1995 - January 1996
Moody's Investors Service May 1992 - May 1995
Skills
Agile Methodologies, Trading, Investment Banking, Fixed Income, SDLC, Market Risk, Trading Systems, Quality Assurance, Regression Testing, Derivatives, Software Quality..., Equity Derivatives, Vendor Management, Electronic Trading, Test Automation, Testing, Manual Testing, User Acceptance Testing, Portfolio Management, Unix, SQL, System Testing, Requirements Analysis, QTP, Process Improvement, Quality Center, FX Options, Java, Autosys, Financial Services, Test Planning, Business Analysis, Risk Management, Equities, Sybase, Market Data, Perl, Test Management, Software Development, Options, Financial Risk, Project Management, Change Management, Hedge Funds, Software Project..., Unix Shell Scripting, JIRA, Quantitative Analytics, Software Documentation, Capital Markets
Education
University of South Carolina-Columbia 1986 — 1990
BS, Personnel Management
Investor Analytics January 2012 - Present
UBS Investment Bank May 2006 - December 2011
Royal Bank of Canada January 1997 - April 2006
AIG 1996 - 1997
Bankers Trust May 1995 - January 1996
Moody's Investors Service May 1992 - May 1995
Skills
Agile Methodologies, Trading, Investment Banking, Fixed Income, SDLC, Market Risk, Trading Systems, Quality Assurance, Regression Testing, Derivatives, Software Quality..., Equity Derivatives, Vendor Management, Electronic Trading, Test Automation, Testing, Manual Testing, User Acceptance Testing, Portfolio Management, Unix, SQL, System Testing, Requirements Analysis, QTP, Process Improvement, Quality Center, FX Options, Java, Autosys, Financial Services, Test Planning, Business Analysis, Risk Management, Equities, Sybase, Market Data, Perl, Test Management, Software Development, Options, Financial Risk, Project Management, Change Management, Hedge Funds, Software Project..., Unix Shell Scripting, JIRA, Quantitative Analytics, Software Documentation, Capital Markets
Education
University of South Carolina-Columbia 1986 — 1990
BS, Personnel Management
Damon Peden's UBS Investment Bank Experience January 2011 - November 2013
Job Finance Manager at Keurig Green Mountain
Industry Consumer Goods
Experience
Keurig Green Mountain, Inc. December 2013 - Present
UBS Investment Bank January 2011 - November 2013
UBS Investment Bank August 2006 - December 2010
UBS Investment Bank January 2004 - August 2006
UBS Investment Bank September 2002 - September 2003
Skills
Structured Products, Trading, Swaps, Middle Office, Equity Swaps, Operations Management, Trading Systems, Securities Lending, Business Analysis, TRS, Total Return Swaps, Series 7, Risk Management, Product Development, CFDs, Funding, Futures, Bloomberg, Series 63, Financial Analysis, Commodity Risk..., Coffee
Education
University of South Carolina - Darla Moore School of Business 1998 — 2002
BS, Finance & Real Estate, Cum Laude
Keurig Green Mountain, Inc. December 2013 - Present
UBS Investment Bank January 2011 - November 2013
UBS Investment Bank August 2006 - December 2010
UBS Investment Bank January 2004 - August 2006
UBS Investment Bank September 2002 - September 2003
Skills
Structured Products, Trading, Swaps, Middle Office, Equity Swaps, Operations Management, Trading Systems, Securities Lending, Business Analysis, TRS, Total Return Swaps, Series 7, Risk Management, Product Development, CFDs, Funding, Futures, Bloomberg, Series 63, Financial Analysis, Commodity Risk..., Coffee
Education
University of South Carolina - Darla Moore School of Business 1998 — 2002
BS, Finance & Real Estate, Cum Laude
Trey Milburn's UBS Investment Bank Experience July 2010 - July 2012
Job MBA Candidate at The Wharton School
Industry Investment Management
Experience
King Street Capital Management June 2015 - August 2015
The Gores Group August 2012 - July 2014
UBS Investment Bank July 2010 - July 2012
UBS Investment Bank June 2009 - August 2009
St. Cloud Capital, LLC June 2008 - December 2008
American Campus Communities May 2007 - August 2007
Instant Replay Golf 2003 - 2005
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Corporate Finance, Due Diligence, Financial Analysis, Bloomberg, Capital Markets, Mergers & Acquisitions, Business Valuation, LBO, Investments, Corporate Development, M&A experience, Leveraged Finance, PowerPoint, Microsoft Office, Microsoft Excel
Education
University of Pennsylvania - The Wharton School 2014 — 2016
MBA, Finance / Real Estate
University of Southern California 2005 — 2009
BS, Business, Accounting
McCallum High School 2001 — 2005
King Street Capital Management June 2015 - August 2015
The Gores Group August 2012 - July 2014
UBS Investment Bank July 2010 - July 2012
UBS Investment Bank June 2009 - August 2009
St. Cloud Capital, LLC June 2008 - December 2008
American Campus Communities May 2007 - August 2007
Instant Replay Golf 2003 - 2005
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Corporate Finance, Due Diligence, Financial Analysis, Bloomberg, Capital Markets, Mergers & Acquisitions, Business Valuation, LBO, Investments, Corporate Development, M&A experience, Leveraged Finance, PowerPoint, Microsoft Office, Microsoft Excel
Education
University of Pennsylvania - The Wharton School 2014 — 2016
MBA, Finance / Real Estate
University of Southern California 2005 — 2009
BS, Business, Accounting
McCallum High School 2001 — 2005
Favio Hernandez's UBS Investment Bank Experience June 2006 - June 2009
Job Vice President
Industry Investment Banking
Experience
Credit Suisse August 2013 - Present
Barclays May 2010 - February 2013
UBS Investment Bank June 2006 - June 2009
Port of Los Angeles June 2002 - June 2006
Skills
Fluent in Spanish..., Thorough knowledge in..., Bloomberg, Equities, Investment Banking, Financial Modeling, Analysis, Capital Markets, Due Diligence, Finance, Market Research, Investments, Strategy, Mergers, Valuation
Education
University of Southern California 2002 — 2006
B.S., Business Adminitration, Corporate Finance
Credit Suisse August 2013 - Present
Barclays May 2010 - February 2013
UBS Investment Bank June 2006 - June 2009
Port of Los Angeles June 2002 - June 2006
Skills
Fluent in Spanish..., Thorough knowledge in..., Bloomberg, Equities, Investment Banking, Financial Modeling, Analysis, Capital Markets, Due Diligence, Finance, Market Research, Investments, Strategy, Mergers, Valuation
Education
University of Southern California 2002 — 2006
B.S., Business Adminitration, Corporate Finance
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
Domenic Raimo's UBS Investment Bank Experience October 2009 - October 2013
Job Senior Counsel at Wells Fargo & Co
Industry Financial Services
Experience
Wells Fargo & Co October 2013 - Present
UBS Investment Bank October 2009 - October 2013
Prudential Securities/Wachovia Securities May 1989 - July 2009
Skills
Securities, AML, Capital Markets, Investment Banking, Investigations, Fraud, Banking, Risk, Securities Regulation, FINRA
Education
University of San Francisco School of Law 1979 — 1983
JD, Law
Wells Fargo & Co October 2013 - Present
UBS Investment Bank October 2009 - October 2013
Prudential Securities/Wachovia Securities May 1989 - July 2009
Skills
Securities, AML, Capital Markets, Investment Banking, Investigations, Fraud, Banking, Risk, Securities Regulation, FINRA
Education
University of San Francisco School of Law 1979 — 1983
JD, Law
Frank Bequer's UBS Investment Bank Experience June 2013 - August 2013
Job Capital Markets at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. July 2014 - Present
Raymond James Financial Inc. September 2013 - July 2014
UBS Investment Bank June 2013 - August 2013
Raymond James Financial Inc. May 2012 - May 2013
Hire Partners January 2011 - May 2012
SouthWestern May 2011 - August 2011
Lion Investments April 2010 - April 2011
Hire Velocity August 2008 - April 2010
Skills
Microsoft Excel, CRM, Recruiting, Sales, Salesforce.com, Social Media, Direct Sales, Interviews, Technical Recruiting
Education
Berkeley Preparatory School
University of South Florida - College of Business Administration
Raymond James Financial Inc. July 2014 - Present
Raymond James Financial Inc. September 2013 - July 2014
UBS Investment Bank June 2013 - August 2013
Raymond James Financial Inc. May 2012 - May 2013
Hire Partners January 2011 - May 2012
SouthWestern May 2011 - August 2011
Lion Investments April 2010 - April 2011
Hire Velocity August 2008 - April 2010
Skills
Microsoft Excel, CRM, Recruiting, Sales, Salesforce.com, Social Media, Direct Sales, Interviews, Technical Recruiting
Education
Berkeley Preparatory School
University of South Florida - College of Business Administration
Brandon Fazio's UBS Investment Bank Experience April 2013 - Present
Job at
Industry Financial Services
Experience
UBS Investment Bank April 2013 - Present
Brant Point Capital May 2011 - Present
Skills
Access, Business Analysis, Equities, Financial Analysis, Financial Modeling, Healthcare, Microsoft Excel, Valuation
Education
University of South Florida 1992 — 1996
Bachelor of Science (BS), Business Administration and Management, General
UBS Investment Bank April 2013 - Present
Brant Point Capital May 2011 - Present
Skills
Access, Business Analysis, Equities, Financial Analysis, Financial Modeling, Healthcare, Microsoft Excel, Valuation
Education
University of South Florida 1992 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Mary Colleen Reilly's UBS Investment Bank Experience June 2006 - September 2010
Job VP, Executive Recruiter at JP Morgan Private Bank
Industry Financial Services
Experience
JP Morgan Private Bank February 2013 - Present
Citi September 2010 - February 2013
UBS Investment Bank June 2006 - September 2010
Macquarie Bank January 2005 - June 2006
Lehman Brothers 1994 - 1994
Skills
Equities, Recruiting, Corporate Finance, Private Equity, Human Resources, Executive Search, Commodity, Financial Risk, Financial Services, Talent Management, Investment Banking, Capital Markets
Education
University of Scranton 1985 — 1989
BA, English Lit
JP Morgan Private Bank February 2013 - Present
Citi September 2010 - February 2013
UBS Investment Bank June 2006 - September 2010
Macquarie Bank January 2005 - June 2006
Lehman Brothers 1994 - 1994
Skills
Equities, Recruiting, Corporate Finance, Private Equity, Human Resources, Executive Search, Commodity, Financial Risk, Financial Services, Talent Management, Investment Banking, Capital Markets
Education
University of Scranton 1985 — 1989
BA, English Lit
James Hirschmann's UBS Investment Bank Experience August 2012 - July 2014
Job Portfolio Management Associate at Aesir Capital Management, LLC
Industry Financial Services
Experience
Aesir Capital Management, LLC July 2014 - Present
UBS Investment Bank August 2012 - July 2014
Royal Bank of Scotland June 2010 - August 2010
Skills
Bloomberg Terminal, Fixed Income, Valuation, Investments, Financial Analysis, Portfolio Management, Asset Management
Education
University of Southern California 2007 — 2012
Aesir Capital Management, LLC July 2014 - Present
UBS Investment Bank August 2012 - July 2014
Royal Bank of Scotland June 2010 - August 2010
Skills
Bloomberg Terminal, Fixed Income, Valuation, Investments, Financial Analysis, Portfolio Management, Asset Management
Education
University of Southern California 2007 — 2012
Walter Coles's UBS Investment Bank Experience 1999 - 2005
Job Executive Vice President at Virginia Uranium Inc.
Industry Mining & Metals
Experience
Virginia Uranium Inc. January 2007 - Present
Cadence Investment Partners 2005 - 2006
UBS Investment Bank 1999 - 2005
Education
University of Richmond
BA, Economics
Virginia Uranium Inc. January 2007 - Present
Cadence Investment Partners 2005 - 2006
UBS Investment Bank 1999 - 2005
Education
University of Richmond
BA, Economics
Andrew Schlesinger's UBS Investment Bank Experience August 2004 - June 2009
Job Senior Director Emerging Markets Fixed Income Sales
Industry Financial Services
Experience
BNP Paribas September 2015 - Present
BNP Paribas April 2012 - Present
Morgan Stanley August 2009 - January 2012
UBS Investment Bank August 2004 - June 2009
Skills
Trading, Emerging Markets, Fixed Income, Derivatives, Hedge Funds, Bonds, Credit Derivatives, Series 7, Interest Rate..., Series 63, Securities, Asset Management, Swaps, Currency, Rates, Bloomberg
Education
2002 — 2004
MBA, Finance Corporate Accounting
S.U.N.Y at Potsdam
B.A. S, Psychology; Music
Simon Graduate School of Business, University of Rochester. June 2004
M.B.A, Finance and Corporate Accounting
BNP Paribas September 2015 - Present
BNP Paribas April 2012 - Present
Morgan Stanley August 2009 - January 2012
UBS Investment Bank August 2004 - June 2009
Skills
Trading, Emerging Markets, Fixed Income, Derivatives, Hedge Funds, Bonds, Credit Derivatives, Series 7, Interest Rate..., Series 63, Securities, Asset Management, Swaps, Currency, Rates, Bloomberg
Education
2002 — 2004
MBA, Finance Corporate Accounting
S.U.N.Y at Potsdam
B.A. S, Psychology; Music
Simon Graduate School of Business, University of Rochester. June 2004
M.B.A, Finance and Corporate Accounting
Robert Tuite's UBS Investment Bank Experience 1995 - 2011
Job Controller at CRT Capital Group LLC
Industry Capital Markets
Experience
CRT Capital Group LLC July 2011 - Present
UBS Investment Bank 1995 - 2011
Coopers & Lybrand 1984 - 1995
Education
University of Scranton 1980 — 1984
Bachelor of Science (BS), Accounting
Holy Family H.S. 1976 — 1980
CRT Capital Group LLC July 2011 - Present
UBS Investment Bank 1995 - 2011
Coopers & Lybrand 1984 - 1995
Education
University of Scranton 1980 — 1984
Bachelor of Science (BS), Accounting
Holy Family H.S. 1976 — 1980