UBS Investment Bank
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UBS Investment Bank Employees
Employee
Years
Job
Industry
Joseph Bonin Joseph Bonin's UBS Investment Bank Experience 2002 - 2007
Job Derivative Strategist | Hedge Fund Allocation | Chief Risk Officer Old Greenwich Capital Partners
Industry Financial Services
Experience
Old Greenwich Capital Partners August 2014 - August 2015
Wedbush Securities January 2013 - July 2014
Navigate Advisors June 2007 - February 2012
UBS Investment Bank 2002 - 2007
UBS 1989 - 2002
Skills
Options, Equity Derivatives, Derivatives, Equities, Commodity, Portfolio Management, Fixed Income, Emerging Markets, Market Making, Currency, Convertible Bonds, Conference Speaking, Futures, Commodities, Teaching Experience, Risk Management, Teacher Training, Structured Products, Capital Markets, Trading, Public Speaking, Hedge Funds, Financial Markets, Investments, Alternative Investments
Education
Boston University
B.S.B.A., Accounting
Old Greenwich Capital Partners August 2014 - August 2015
Wedbush Securities January 2013 - July 2014
Navigate Advisors June 2007 - February 2012
UBS Investment Bank 2002 - 2007
UBS 1989 - 2002
Skills
Options, Equity Derivatives, Derivatives, Equities, Commodity, Portfolio Management, Fixed Income, Emerging Markets, Market Making, Currency, Convertible Bonds, Conference Speaking, Futures, Commodities, Teaching Experience, Risk Management, Teacher Training, Structured Products, Capital Markets, Trading, Public Speaking, Hedge Funds, Financial Markets, Investments, Alternative Investments
Education
Boston University
B.S.B.A., Accounting
Christine Cunningham's UBS Investment Bank Experience September 2006 - Present
Job Associate Director, IB Compliance Business Manager at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank September 2006 - Present
Ferrell Capital Management July 2005 - September 2006
Starwood Capital Group October 2004 - June 2005
Pequot Capital Management, Inc. October 2003 - July 2004
Smith Barney September 1999 - July 2003
Skills
Hedge Funds, Fixed Income, Investment Banking, Bonds, Equities, High Yield Bonds, Investment Grade Bonds, Forecasting, Budgets, Project Management, Financial Markets, Credit Derivatives, Investments, Dodd-Frank, Compliance, Global Business..., Structured Products, Derivatives, Securities, Trading, Bloomberg, Management, Capital Markets
Education
Boston University 1994 — 1998
Bachelor’s Degree
Darien High School
UBS Investment Bank September 2006 - Present
Ferrell Capital Management July 2005 - September 2006
Starwood Capital Group October 2004 - June 2005
Pequot Capital Management, Inc. October 2003 - July 2004
Smith Barney September 1999 - July 2003
Skills
Hedge Funds, Fixed Income, Investment Banking, Bonds, Equities, High Yield Bonds, Investment Grade Bonds, Forecasting, Budgets, Project Management, Financial Markets, Credit Derivatives, Investments, Dodd-Frank, Compliance, Global Business..., Structured Products, Derivatives, Securities, Trading, Bloomberg, Management, Capital Markets
Education
Boston University 1994 — 1998
Bachelor’s Degree
Darien High School
Patrick Schumacher Patrick Schumacher's UBS Investment Bank Experience 2004 - 2009
Job Vice President, Global Corporate Strategy, Mergers & Acquisitions at Celanese
Industry Chemicals
Experience
Celanese 2014 - Present
The Blackstone Group 2009 - 2014
UBS Investment Bank 2004 - 2009
Lehman Brothers 2000 - 2004
Skills
Valuation, Private Equity, Investment Banking, Financial Modeling, Investments, Due Diligence, Mergers & Acquisitions, Financial Analysis, Business Strategy, Management Consulting, Strategic Planning, Entrepreneurship, Change Management, Real Estate, Business Planning, Corporate Development
Education
Boston College - Carroll School of Management 1997 — 1998
Masters of Science in Finance
University of Wisconsin-Madison 1992 — 1997
Bachelor of Business Administration (B.B.A.)
Celanese 2014 - Present
The Blackstone Group 2009 - 2014
UBS Investment Bank 2004 - 2009
Lehman Brothers 2000 - 2004
Skills
Valuation, Private Equity, Investment Banking, Financial Modeling, Investments, Due Diligence, Mergers & Acquisitions, Financial Analysis, Business Strategy, Management Consulting, Strategic Planning, Entrepreneurship, Change Management, Real Estate, Business Planning, Corporate Development
Education
Boston College - Carroll School of Management 1997 — 1998
Masters of Science in Finance
University of Wisconsin-Madison 1992 — 1997
Bachelor of Business Administration (B.B.A.)
Brian Matchick Brian Matchick's UBS Investment Bank Experience July 2004 - December 2007
Job Contributing Editor at Geek Magazine
Industry Photography
Experience
Boo Radley Fine Art Reproductions June 2010 - Present
Geek Magazine January 2006 - Present
UBS Investment Bank July 2004 - December 2007
Alcoa Fastening Systems August 2002 - May 2003
Skills
Fine Art Photography, Digital Photography, Linux System..., Unix Operating Systems, Computer Hardware, Unix Shell Scripting, Writing, Wide Format Printing, Medium Format, System Administration, Operating Systems, Systems Engineering
Education
Bowling Green State University 1987 — 1992
BS, Computer Science
Boo Radley Fine Art Reproductions June 2010 - Present
Geek Magazine January 2006 - Present
UBS Investment Bank July 2004 - December 2007
Alcoa Fastening Systems August 2002 - May 2003
Skills
Fine Art Photography, Digital Photography, Linux System..., Unix Operating Systems, Computer Hardware, Unix Shell Scripting, Writing, Wide Format Printing, Medium Format, System Administration, Operating Systems, Systems Engineering
Education
Bowling Green State University 1987 — 1992
BS, Computer Science
Justin VanAusdale Justin VanAusdale's UBS Investment Bank Experience August 2010 - August 2011
Job COTC Margin Associate TM at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank February 2015 - Present
Deutsche Bank March 2014 - February 2015
Deutsche Bank June 2013 - March 2014
Deutsche Bank September 2011 - June 2013
UBS Investment Bank August 2010 - August 2011
Skills
Microsoft Office, Photoshop, Corel Draw, Smartstream TLM, Sabre, Wisdom, Point of Purchase, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Lotus Notes, Windows 7, Windows XP Pro, Customer Service, Access, Finance, Equities, Leadership, Financial Analysis, Risk Management, Project Management, Banking, Research, Investment Banking, Financial Risk, Derivatives, Bloomberg, Business Analysis, Data Analysis, Analysis, Fixed Income, Investments
Education
St. Mary's University College 2010 — 2011
Post-graduate Certificate, International Business
Bowling Green State University 2007 — 2009
Bachelor of Arts (B.A.), English Language and Literature, General
Deutsche Bank February 2015 - Present
Deutsche Bank March 2014 - February 2015
Deutsche Bank June 2013 - March 2014
Deutsche Bank September 2011 - June 2013
UBS Investment Bank August 2010 - August 2011
Skills
Microsoft Office, Photoshop, Corel Draw, Smartstream TLM, Sabre, Wisdom, Point of Purchase, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Lotus Notes, Windows 7, Windows XP Pro, Customer Service, Access, Finance, Equities, Leadership, Financial Analysis, Risk Management, Project Management, Banking, Research, Investment Banking, Financial Risk, Derivatives, Bloomberg, Business Analysis, Data Analysis, Analysis, Fixed Income, Investments
Education
St. Mary's University College 2010 — 2011
Post-graduate Certificate, International Business
Bowling Green State University 2007 — 2009
Bachelor of Arts (B.A.), English Language and Literature, General
Dawn Southgate Neilson Dawn Southgate Neilson's UBS Investment Bank Experience 2001 - 2002
Job General Manager at Yoobi
Industry Retail
Experience
Point B August 2013 - April 2014
Fresh & Easy Neighborhood Market, Inc. 2008 - 2013
Fresh & Easy Neighborhood Market, Inc. 2006 - 2008
Tesco PLC 2006 - 2006
Tesco PLC 2004 - 2006
Tesco PLC 2002 - 2004
UBS Investment Bank 2001 - 2002
Capgemini Consulting 1996 - 2001
Harrods 1994 - 1996
L&R Consulting 1992 - 1993
Skills
Management Consulting, Business Transformation, Leading Change, Operations Strategy, Retail, Business Process..., Program Management, Cross-functional Team..., Mentoring, Grocery, Six Sigma, Product Development, Leadership, Operations Management, Pricing, Start-ups, Strategy, Team Leadership, Management, Process Improvement, Business Process..., Operational Strategy, Business Planning, Change Management, Strategic Planning, Talent Management, Project Management, Training, P&L Management, Sales, New Business Development
Education
Loughborough University 1993 — 1994
Master of Science (MSc), Information Technology, Distinction
Bournemouth University 1988 — 1992
Bachelor of Arts (BA) with Honors, Tourism Studies, Upper Second
Point B August 2013 - April 2014
Fresh & Easy Neighborhood Market, Inc. 2008 - 2013
Fresh & Easy Neighborhood Market, Inc. 2006 - 2008
Tesco PLC 2006 - 2006
Tesco PLC 2004 - 2006
Tesco PLC 2002 - 2004
UBS Investment Bank 2001 - 2002
Capgemini Consulting 1996 - 2001
Harrods 1994 - 1996
L&R Consulting 1992 - 1993
Skills
Management Consulting, Business Transformation, Leading Change, Operations Strategy, Retail, Business Process..., Program Management, Cross-functional Team..., Mentoring, Grocery, Six Sigma, Product Development, Leadership, Operations Management, Pricing, Start-ups, Strategy, Team Leadership, Management, Process Improvement, Business Process..., Operational Strategy, Business Planning, Change Management, Strategic Planning, Talent Management, Project Management, Training, P&L Management, Sales, New Business Development
Education
Loughborough University 1993 — 1994
Master of Science (MSc), Information Technology, Distinction
Bournemouth University 1988 — 1992
Bachelor of Arts (BA) with Honors, Tourism Studies, Upper Second
Cara Deedy's UBS Investment Bank Experience April 2015 - Present
Job UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank April 2015 - Present
Three Ocean Partners LLC April 2014 - March 2015
kate spade November 2012 - April 2014
UBS Investment Bank July 2011 - November 2012
UBS Investment Bank June 2010 - August 2010
Skills
Investment Banking, Financial Modeling, Financial Analysis, Corporate Finance, Finance
Education
Boston College - Carroll School of Management 2007 — 2011
B.S., Finance
UBS Investment Bank April 2015 - Present
Three Ocean Partners LLC April 2014 - March 2015
kate spade November 2012 - April 2014
UBS Investment Bank July 2011 - November 2012
UBS Investment Bank June 2010 - August 2010
Skills
Investment Banking, Financial Modeling, Financial Analysis, Corporate Finance, Finance
Education
Boston College - Carroll School of Management 2007 — 2011
B.S., Finance
Greg Kalt's UBS Investment Bank Experience November 2006 - May 2012
Job Senior Audit Manager
Industry Insurance
Experience
AIG June 2015 - Present
GE Capital October 2013 - June 2015
RBS Markets & International Banking May 2012 - March 2013
UBS Investment Bank November 2006 - May 2012
KPMG, LLP August 2003 - November 2006
Standard & Poors June 2000 - August 2003
KPMG Consulting 1997 - 2000
Spear, Leeds & Kellogg 1995 - 1997
Oppenheimer & Co. 1994 - 1995
Skills
Risk Management, Operational Risk, Investment Banking, Microsoft Office, Risk, Advisory, Banking Operations, Process Consulting, Compliance, Operational Efficiency, Foreign Exchange, Derivative Operations, Middle Office, Securities Regulation, Dodd-Frank, Professional Services, Financial Risk, Financial Advisory, Capital Markets, Operational Risk..., Trading, Fixed Income, Back Office, Prime Brokerage, Management, Triathlon, Derivatives, Finance, Financial Services, Securities, Internal Audit
Education
Boston University 1989 — 1992
BSBA
Matawan regional HS
AIG June 2015 - Present
GE Capital October 2013 - June 2015
RBS Markets & International Banking May 2012 - March 2013
UBS Investment Bank November 2006 - May 2012
KPMG, LLP August 2003 - November 2006
Standard & Poors June 2000 - August 2003
KPMG Consulting 1997 - 2000
Spear, Leeds & Kellogg 1995 - 1997
Oppenheimer & Co. 1994 - 1995
Skills
Risk Management, Operational Risk, Investment Banking, Microsoft Office, Risk, Advisory, Banking Operations, Process Consulting, Compliance, Operational Efficiency, Foreign Exchange, Derivative Operations, Middle Office, Securities Regulation, Dodd-Frank, Professional Services, Financial Risk, Financial Advisory, Capital Markets, Operational Risk..., Trading, Fixed Income, Back Office, Prime Brokerage, Management, Triathlon, Derivatives, Finance, Financial Services, Securities, Internal Audit
Education
Boston University 1989 — 1992
BSBA
Matawan regional HS
Bryant Moquist Bryant Moquist's UBS Investment Bank Experience September 2009 - June 2011
Job Forward Deployed Engineer at Palantir Technologies
Industry Computer Software
Experience
Palantir Technologies August 2014 - Present
Exponential Techspace May 2013 - August 2013
UBS Investment Bank September 2009 - June 2011
UBS Investment Bank June 2008 - August 2008
Bremer Bank May 2007 - August 2007
Education
Boston University 2012 — 2014
Master of Engineering (M.Eng.), Computer Engineering
Duke University 2005 — 2009
Bachelor of Science (B.S.), Economics and Chinese
Palantir Technologies August 2014 - Present
Exponential Techspace May 2013 - August 2013
UBS Investment Bank September 2009 - June 2011
UBS Investment Bank June 2008 - August 2008
Bremer Bank May 2007 - August 2007
Education
Boston University 2012 — 2014
Master of Engineering (M.Eng.), Computer Engineering
Duke University 2005 — 2009
Bachelor of Science (B.S.), Economics and Chinese
Alex Puglisi's UBS Investment Bank Experience May 2014 - Present
Job Investment Banking Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank May 2014 - Present
UBS Investment Bank June 2013 - August 2013
CognoLink Limited June 2012 - August 2012
Banco Santander (Sovereign Bank) May 2011 - August 2011
Skills
Bloomberg, Capital, Capital Markets, Capital Structure, Corporate Finance, Credit Analysis, Editing, Equity Valuation, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Leveraged Finance, Negotiation, Teamwork, Credit
Education
Boston University - School of Management 2010 — 2014
Bachelor's Degree, Finance and Accounting
Staten Island Technical High School 2006 — 2010
UBS Investment Bank May 2014 - Present
UBS Investment Bank June 2013 - August 2013
CognoLink Limited June 2012 - August 2012
Banco Santander (Sovereign Bank) May 2011 - August 2011
Skills
Bloomberg, Capital, Capital Markets, Capital Structure, Corporate Finance, Credit Analysis, Editing, Equity Valuation, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Leveraged Finance, Negotiation, Teamwork, Credit
Education
Boston University - School of Management 2010 — 2014
Bachelor's Degree, Finance and Accounting
Staten Island Technical High School 2006 — 2010
Joseph Lucarelli Joseph Lucarelli's UBS Investment Bank Experience 2003 - 2005
Job Risk Management at BNP Paribas
Industry Banking
Experience
BNP Paribas 2005 - Present
UBS Investment Bank 2003 - 2005
Barclays Investment Bank 2000 - 2003
Skills
Financial Analysis, Financial Structuring, Equity Derivatives, Investments, Trading, Risk Management, Derivatives, Capital Markets, Investment Banking, Credit Risk, Fixed Income, Hedge Funds, Equities, Structured Products, Financial Modeling, Management
Education
Cornell University 1998 — 2000
Master of Business Administration (MBA)
Boston University
Bachelor of Business Administration (BBA)
BNP Paribas 2005 - Present
UBS Investment Bank 2003 - 2005
Barclays Investment Bank 2000 - 2003
Skills
Financial Analysis, Financial Structuring, Equity Derivatives, Investments, Trading, Risk Management, Derivatives, Capital Markets, Investment Banking, Credit Risk, Fixed Income, Hedge Funds, Equities, Structured Products, Financial Modeling, Management
Education
Cornell University 1998 — 2000
Master of Business Administration (MBA)
Boston University
Bachelor of Business Administration (BBA)
Josh Hickman Josh Hickman's UBS Investment Bank Experience 2009 - 2010
Job IT Specialist at Lawrence & Memorial Hospital
Industry Information Technology and Services
Experience
Lawrence & Memorial Hospital June 2014 - Present
CompuCom February 2011 - June 2014
UBS Investment Bank 2009 - 2010
Ford Motor Company 2008 - 2009
7-Eleven January 2008 - December 2008
Skills
Active Directory, Troubleshooting, Windows 7, Technical Support, Servers, Windows XP, Computer Hardware, VMware, Disaster Recovery, Service Delivery, Hardware, Laptops, VPN, Operating Systems, Printers, Incident Management, Software Installation, Virtualization, TCP/IP, Switches, Group Policy, Service Desk, SCCM, Microsoft Technologies, A Certified, IT Management, Routers, Networking, Wireless Networking, Software Documentation, VMware ESX, IT Operations, Security, Cisco IOS, BMC Remedy, DHCP, Microsoft Exchange, System Deployment, Windows, Help Desk Support, Citrix, DNS, Cisco Technologies, Network Security, Information Technology, Network Administration
Education
Bowling Green State University 2006 — 2008
Computer Science
Terra State Community College 2003 — 2006
Associate's degree, Computer and Information Systems desktop support management
Lawrence & Memorial Hospital June 2014 - Present
CompuCom February 2011 - June 2014
UBS Investment Bank 2009 - 2010
Ford Motor Company 2008 - 2009
7-Eleven January 2008 - December 2008
Skills
Active Directory, Troubleshooting, Windows 7, Technical Support, Servers, Windows XP, Computer Hardware, VMware, Disaster Recovery, Service Delivery, Hardware, Laptops, VPN, Operating Systems, Printers, Incident Management, Software Installation, Virtualization, TCP/IP, Switches, Group Policy, Service Desk, SCCM, Microsoft Technologies, A Certified, IT Management, Routers, Networking, Wireless Networking, Software Documentation, VMware ESX, IT Operations, Security, Cisco IOS, BMC Remedy, DHCP, Microsoft Exchange, System Deployment, Windows, Help Desk Support, Citrix, DNS, Cisco Technologies, Network Security, Information Technology, Network Administration
Education
Bowling Green State University 2006 — 2008
Computer Science
Terra State Community College 2003 — 2006
Associate's degree, Computer and Information Systems desktop support management
Ian Serko's UBS Investment Bank Experience August 2014 - Present
Job Investment Banking Analyst Consumer Products & Retail
Industry Financial Services
Experience
UBS Investment Bank August 2014 - Present
UBS Investment Bank June 2014 - August 2014
Preston Todd Advisors September 2013 - December 2013
Oppenheimer & Co. June 2013 - August 2013
Oppenheimer & Co. June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Teamwork, Market Research, Microsoft Word, Microsoft Office, Bloomberg Terminal, Customer Service, Financial Accounting, Morningstar, Social Networking, Analytical Skills, Valuation
Education
Boston College - Carroll School of Management 2011 — 2015
Finance and Accounting
Chaminade High School 2007 — 2011
UBS Investment Bank August 2014 - Present
UBS Investment Bank June 2014 - August 2014
Preston Todd Advisors September 2013 - December 2013
Oppenheimer & Co. June 2013 - August 2013
Oppenheimer & Co. June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Teamwork, Market Research, Microsoft Word, Microsoft Office, Bloomberg Terminal, Customer Service, Financial Accounting, Morningstar, Social Networking, Analytical Skills, Valuation
Education
Boston College - Carroll School of Management 2011 — 2015
Finance and Accounting
Chaminade High School 2007 — 2011
William J. Livermore William J. Livermore's UBS Investment Bank Experience August 2015 - Present
Job Leveraged Finance at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank August 2015 - Present
Cowen and Company July 2014 - August 2015
Cowen and Company June 2013 - August 2013
Albright Capital Management June 2012 - August 2012
Skills
Valuation, Financial Analysis, Economics, Due Diligence, PowerPoint, Data Analysis, Microsoft Excel, Research, Microsoft Word, Microsoft Office, Equities, Financial Modeling, Market Research, Private Equity, Strategic Planning, Analysis
Education
Bowdoin College 2010 — 2014
Bachelor of Arts (BA), Economics, Mathematics
Millbrook School 2007 — 2010
UBS Investment Bank August 2015 - Present
Cowen and Company July 2014 - August 2015
Cowen and Company June 2013 - August 2013
Albright Capital Management June 2012 - August 2012
Skills
Valuation, Financial Analysis, Economics, Due Diligence, PowerPoint, Data Analysis, Microsoft Excel, Research, Microsoft Word, Microsoft Office, Equities, Financial Modeling, Market Research, Private Equity, Strategic Planning, Analysis
Education
Bowdoin College 2010 — 2014
Bachelor of Arts (BA), Economics, Mathematics
Millbrook School 2007 — 2010
Kimberly Firestone Kimberly Firestone's UBS Investment Bank Experience 2005 - 2007
Job Senior Manager, Product Strategy at SquareTrade
Industry Information Technology and Services
Experience
SquareTrade 2013 - Present
T. Rowe Price June 2011 - August 2011
Endeavor Argentina 2009 - 2010
Oaktree Capital Management 2007 - 2009
UBS Investment Bank 2005 - 2007
Skills
Financial Modeling, Investment Banking, Investments, Finance, Emerging Markets, Restructuring, Leveraged Finance, Equities, Financial Structuring, Entrepreneurship, Business Planning, Analysis, Credit Analysis, Management, Negotiation, High Yield, Corporate Finance, Private Equity, Executive Management, Financial Analysis, Management Consulting, Due Diligence
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (MBA)
Boston University - School of Management 2001 — 2005
Bachelor of Science (BS)
SquareTrade 2013 - Present
T. Rowe Price June 2011 - August 2011
Endeavor Argentina 2009 - 2010
Oaktree Capital Management 2007 - 2009
UBS Investment Bank 2005 - 2007
Skills
Financial Modeling, Investment Banking, Investments, Finance, Emerging Markets, Restructuring, Leveraged Finance, Equities, Financial Structuring, Entrepreneurship, Business Planning, Analysis, Credit Analysis, Management, Negotiation, High Yield, Corporate Finance, Private Equity, Executive Management, Financial Analysis, Management Consulting, Due Diligence
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (MBA)
Boston University - School of Management 2001 — 2005
Bachelor of Science (BS)
Tyler Posten Tyler Posten's UBS Investment Bank Experience May 2011 - August 2011
Job Manager at Deloitte
Industry Financial Services
Experience
Deloitte July 2012 - Present
UBS Investment Bank May 2011 - August 2011
Vanguard October 2008 - July 2010
Vanguard July 2007 - October 2008
Vanguard August 2006 - July 2007
Skills
Financial Modeling, Financial Analysis, Business Strategy, Finance, Strategic Planning, Management Consulting, Project Management, Valuation, Analysis, Strategy, Organizational Design, Business Process Design, Operating Models, Gap Analysis, Third Party Vendor..., Intermediary Oversight, Investment Compliance, Personal Trading, Transfer Agency, ETFs, Fund Accounting
Education
Georgetown University - The McDonough School of Business 2010 — 2012
MBA, Finance, Consulting
Boston University 2002 — 2006
BSBA, Business Administration / Management
Deloitte July 2012 - Present
UBS Investment Bank May 2011 - August 2011
Vanguard October 2008 - July 2010
Vanguard July 2007 - October 2008
Vanguard August 2006 - July 2007
Skills
Financial Modeling, Financial Analysis, Business Strategy, Finance, Strategic Planning, Management Consulting, Project Management, Valuation, Analysis, Strategy, Organizational Design, Business Process Design, Operating Models, Gap Analysis, Third Party Vendor..., Intermediary Oversight, Investment Compliance, Personal Trading, Transfer Agency, ETFs, Fund Accounting
Education
Georgetown University - The McDonough School of Business 2010 — 2012
MBA, Finance, Consulting
Boston University 2002 — 2006
BSBA, Business Administration / Management
John T. Williams's UBS Investment Bank Experience 2011 - 2013
Job FinTech and Payments Equity Research Analyst. Thinking differently, thoughtfully, and with conviction.
Industry Capital Markets
Experience
Topeka Capital Markets, Inc 2014 - Present
UBS Investment Bank 2011 - 2013
Goldman Sachs 2009 - 2011
Macquarie Securities 2008 - 2009
CLSA 2007 - 2008
Skills
Financial Modeling, Financial Analysis, Competitive Analysis, Corporate Finance, Portfolio Management, Equity Research, Equities, Finance, Fixed Income, Investment Banking, Valuation, Capital Markets, Economics
Education
Boston University Questrom School of Business 1998 — 2000
MBA, General Management
Marist College 1994 — 1998
BSBA, Finance
Topeka Capital Markets, Inc 2014 - Present
UBS Investment Bank 2011 - 2013
Goldman Sachs 2009 - 2011
Macquarie Securities 2008 - 2009
CLSA 2007 - 2008
Skills
Financial Modeling, Financial Analysis, Competitive Analysis, Corporate Finance, Portfolio Management, Equity Research, Equities, Finance, Fixed Income, Investment Banking, Valuation, Capital Markets, Economics
Education
Boston University Questrom School of Business 1998 — 2000
MBA, General Management
Marist College 1994 — 1998
BSBA, Finance
Evan List Evan List's UBS Investment Bank Experience 2007 - 2007
Job Vice President & Client Advisor at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management June 2008 - Present
Bernstein Global Wealth Management June 2008 - December 2011
Bernstein Global Wealth Management June 2008 - June 2011
UBS Investment Bank 2007 - 2007
Commonwealth of Massachusetts May 2006 - August 2006
Skills
Equities, Asset Allocation, Investment Strategies, Fixed Income, Mutual Funds, Wealth Preservation..., Wealth Management..., Investment Management, Portfolio Management, Capital Markets, Investments, Trading, Retirement, High Net Worth..., Alternative Investments, Wealth Management
Education
UCL 2006 — 2007
Economics and Politics
University of Southern California
Political Science / Economics
Brandeis University
BA/BA, Economics and Politics
Alexander W. Dreyfoos, Jr. School of the Arts
Palm Beach Day School
Bernstein Global Wealth Management June 2008 - Present
Bernstein Global Wealth Management June 2008 - December 2011
Bernstein Global Wealth Management June 2008 - June 2011
UBS Investment Bank 2007 - 2007
Commonwealth of Massachusetts May 2006 - August 2006
Skills
Equities, Asset Allocation, Investment Strategies, Fixed Income, Mutual Funds, Wealth Preservation..., Wealth Management..., Investment Management, Portfolio Management, Capital Markets, Investments, Trading, Retirement, High Net Worth..., Alternative Investments, Wealth Management
Education
UCL 2006 — 2007
Economics and Politics
University of Southern California
Political Science / Economics
Brandeis University
BA/BA, Economics and Politics
Alexander W. Dreyfoos, Jr. School of the Arts
Palm Beach Day School
Chris Ogorzalek's UBS Investment Bank Experience July 2009 - July 2013
Job Associate System Engineer at EMC
Industry Information Technology and Services
Experience
EMC July 2013 - Present
UBS Investment Bank July 2009 - July 2013
Boston University January 2007 - May 2009
UBS Wealth Management 2008 - 2008
Boston University January 2006 - January 2007
Skills
Netbackup, Solaris, Veritas Cluster Server, StorageTek, Storage Architecture, Enterprise Storage, Tape Libraries, Java, Microprocessors, Web Applications, PowerPoint, Excel, Red Hat Linux, System Administration, Home Improvement, Technical Presentations, Risk Management, Critical Thinking, Efficiency Improvement, Storage Consolidation, Disaster Recovery, Windows Server, Microsoft Excel, Windows, Enterprise Software, EMC Storage, Troubleshooting
Education
Boston University 2005 — 2009
Bachelor of Science, Electrical and Computer Engineering
Kingswood-Oxford High 2003 — 2005
GED, n/a
EMC July 2013 - Present
UBS Investment Bank July 2009 - July 2013
Boston University January 2007 - May 2009
UBS Wealth Management 2008 - 2008
Boston University January 2006 - January 2007
Skills
Netbackup, Solaris, Veritas Cluster Server, StorageTek, Storage Architecture, Enterprise Storage, Tape Libraries, Java, Microprocessors, Web Applications, PowerPoint, Excel, Red Hat Linux, System Administration, Home Improvement, Technical Presentations, Risk Management, Critical Thinking, Efficiency Improvement, Storage Consolidation, Disaster Recovery, Windows Server, Microsoft Excel, Windows, Enterprise Software, EMC Storage, Troubleshooting
Education
Boston University 2005 — 2009
Bachelor of Science, Electrical and Computer Engineering
Kingswood-Oxford High 2003 — 2005
GED, n/a
Susan Choy's UBS Investment Bank Experience October 2013 - September 2015
Job Master of Public Health Candidate ׀ Yale University
Industry Management Consulting
Experience
UBS Investment Bank October 2013 - September 2015
UBS Investment Bank August 2011 - September 2013
Boston Globe Media September 2007 - August 2011
UBS Investment Bank June 2010 - August 2010
LIFT, Inc. June 2009 - August 2009
Harvard Law School June 2008 - August 2008
Education
Yale School of Public Health 2015 — 2017
Master of Public Health (MPH), Health Care Management
Boston College 2007 — 2011
Bachelor of Science in Management
Malden High School 2003 — 2007
UBS Investment Bank October 2013 - September 2015
UBS Investment Bank August 2011 - September 2013
Boston Globe Media September 2007 - August 2011
UBS Investment Bank June 2010 - August 2010
LIFT, Inc. June 2009 - August 2009
Harvard Law School June 2008 - August 2008
Education
Yale School of Public Health 2015 — 2017
Master of Public Health (MPH), Health Care Management
Boston College 2007 — 2011
Bachelor of Science in Management
Malden High School 2003 — 2007
Josh Hickman Josh Hickman's UBS Investment Bank Experience June 2010 - Present
Job Desktop Support Tech at Pfizer Pharmaceuticals
Industry Information Technology and Services
Experience
Pfizer Pharmaceuticals February 2011 - Present
ASI June 2010 - Present
UBS Investment Bank June 2010 - Present
Ohio Fish December 2009 - Present
Best Buy Geek Squad June 2009 - June 2010
Ohio Fish Finder December 2009 - January 2010
UBS 2010 - 2010
American Consulting Group February 2009 - May 2009
American Consulting Group February 2009 - May 2009
Human Capital Staffing October 2008 - February 2009
Education
Bowling Green State University
Terra Community College
Associate, Business Computer Information Systems Desktop Support Specialist
Pfizer Pharmaceuticals February 2011 - Present
ASI June 2010 - Present
UBS Investment Bank June 2010 - Present
Ohio Fish December 2009 - Present
Best Buy Geek Squad June 2009 - June 2010
Ohio Fish Finder December 2009 - January 2010
UBS 2010 - 2010
American Consulting Group February 2009 - May 2009
American Consulting Group February 2009 - May 2009
Human Capital Staffing October 2008 - February 2009
Education
Bowling Green State University
Terra Community College
Associate, Business Computer Information Systems Desktop Support Specialist
Nicholas Marinaro's UBS Investment Bank Experience June 2006 - July 2008
Job Vice President at Siebert Brandford Shank Co., LLC.
Industry Investment Banking
Experience
Siebert Brandford Shank Co., LLC. October 2014 - Present
Partners HealthCare August 2012 - September 2014
Commonwealth of Massachusetts September 2008 - July 2012
UBS Investment Bank June 2006 - July 2008
Goldman, Sachs & Co September 2005 - April 2006
Skills
Fixed Income, Bonds, Securities, Derivatives, Valuation, Corporate Finance, Investments, Investor Relations, Treasury, Cash Flow, Pricing, Private Equity, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
MBA, Corporate Finance
Saint Anselm College 2001 — 2005
Bachelor, Business
Siebert Brandford Shank Co., LLC. October 2014 - Present
Partners HealthCare August 2012 - September 2014
Commonwealth of Massachusetts September 2008 - July 2012
UBS Investment Bank June 2006 - July 2008
Goldman, Sachs & Co September 2005 - April 2006
Skills
Fixed Income, Bonds, Securities, Derivatives, Valuation, Corporate Finance, Investments, Investor Relations, Treasury, Cash Flow, Pricing, Private Equity, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
MBA, Corporate Finance
Saint Anselm College 2001 — 2005
Bachelor, Business
Christopher Lally's UBS Investment Bank Experience June 2004 - June 2007
Job Senior Vice President at England & Company
Industry Investment Banking
Experience
England & Company September 2014 - Present
The Seaport Group August 2012 - June 2014
Strathmore Advisors LLC March 2012 - July 2012
CIBC World Markets (subsequently Oppenheimer & Co.) June 2007 - November 2011
UBS Investment Bank June 2004 - June 2007
Credit Suisse First Boston June 1999 - February 2004
Credit Suisse First Boston - London 1999 - 2002
BHF-BANK June 1994 - March 1999
Skills
Leveraged Finance, LBO, Investment Banking, Capital Markets, Valuation, Private Equity, Restructuring, Structured Finance, Special Situations, Financial Structuring, Fixed Income, Financial Sponsors, Equities, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance
Bowdoin College 1990 — 1994
BA, German, Economics
Chaminade High School
England & Company September 2014 - Present
The Seaport Group August 2012 - June 2014
Strathmore Advisors LLC March 2012 - July 2012
CIBC World Markets (subsequently Oppenheimer & Co.) June 2007 - November 2011
UBS Investment Bank June 2004 - June 2007
Credit Suisse First Boston June 1999 - February 2004
Credit Suisse First Boston - London 1999 - 2002
BHF-BANK June 1994 - March 1999
Skills
Leveraged Finance, LBO, Investment Banking, Capital Markets, Valuation, Private Equity, Restructuring, Structured Finance, Special Situations, Financial Structuring, Fixed Income, Financial Sponsors, Equities, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance
Bowdoin College 1990 — 1994
BA, German, Economics
Chaminade High School
Sophie Wiss Sophie Wiss's UBS Investment Bank Experience June 2007 - August 2010
Job Recruiting Manager OfficeTeam Permanent Placement
Industry Staffing and Recruiting
Experience
Robert Half January 2013 - Present
Macquarie Capital October 2010 - January 2013
UBS Investment Bank June 2007 - August 2010
Skills
Recruiting, Permanent Placement, Permanent Staffing, Temporary Placement, Leadership, Marketing, Human Resources, Administrative..., Talent Acquisition, Onboarding, Technical Recruiting, Interviews, Employee Benefits, Building Relationships, Training, Social Networking, Management
Education
Bowdoin College 2002 — 2006
Bachelor of Arts (BA), Visual and Performing Arts
Blair Academy 1998 — 2002
Robert Half January 2013 - Present
Macquarie Capital October 2010 - January 2013
UBS Investment Bank June 2007 - August 2010
Skills
Recruiting, Permanent Placement, Permanent Staffing, Temporary Placement, Leadership, Marketing, Human Resources, Administrative..., Talent Acquisition, Onboarding, Technical Recruiting, Interviews, Employee Benefits, Building Relationships, Training, Social Networking, Management
Education
Bowdoin College 2002 — 2006
Bachelor of Arts (BA), Visual and Performing Arts
Blair Academy 1998 — 2002
James Owen Flynn's UBS Investment Bank Experience April 2014 - Present
Job Analyst at UBS
Industry Investment Banking
Experience
UBS Investment Bank April 2014 - Present
UBS Investment Bank July 2013 - March 2014
UBS Investment Bank June 2012 - August 2012
Skills
Leveraged Finance, Financial Modeling, Debt & Equity Financing
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2013
Bachelor of Science, Management; Finance
Xaverian Brothers High School 2005 — 2009
UBS Investment Bank April 2014 - Present
UBS Investment Bank July 2013 - March 2014
UBS Investment Bank June 2012 - August 2012
Skills
Leveraged Finance, Financial Modeling, Debt & Equity Financing
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2013
Bachelor of Science, Management; Finance
Xaverian Brothers High School 2005 — 2009
Pablo Mendez's UBS Investment Bank Experience July 2015 - Present
Job Associate Director Private Funds Group at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2015 - Present
Deutsche Bank July 2014 - June 2015
Deutsche Bank June 2013 - August 2013
State Street May 2010 - June 2012
Meketa Investment Group September 2006 - July 2008
State Street Corporation July 2005 - August 2006
Skills
Financial Modeling, Bloomberg, Corporate Finance, Valuation, Factset, Financial Analysis, Investments
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
MBA
Vanderbilt University - Owen Graduate School of Management 2008 — 2009
MS, Finance
Boston University 2001 — 2005
BA, Economics
UBS Investment Bank July 2015 - Present
Deutsche Bank July 2014 - June 2015
Deutsche Bank June 2013 - August 2013
State Street May 2010 - June 2012
Meketa Investment Group September 2006 - July 2008
State Street Corporation July 2005 - August 2006
Skills
Financial Modeling, Bloomberg, Corporate Finance, Valuation, Factset, Financial Analysis, Investments
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
MBA
Vanderbilt University - Owen Graduate School of Management 2008 — 2009
MS, Finance
Boston University 2001 — 2005
BA, Economics
Jack Fabbri's UBS Investment Bank Experience July 2011 - May 2013
Job Equity Capital Markets Associate at Jefferies
Industry Banking
Experience
Jefferies & Company May 2013 - Present
UBS Investment Bank July 2011 - May 2013
Cavu Capital May 2010 - September 2010
Boston College June 2009 - September 2009
Education
Boston College - Carroll School of Management 2007 — 2011
BS, Management
Fairfield College Preparatory School 2004 — 2007
Jefferies & Company May 2013 - Present
UBS Investment Bank July 2011 - May 2013
Cavu Capital May 2010 - September 2010
Boston College June 2009 - September 2009
Education
Boston College - Carroll School of Management 2007 — 2011
BS, Management
Fairfield College Preparatory School 2004 — 2007
Gregory Tavernier Gregory Tavernier's UBS Investment Bank Experience April 2011 - July 2011
Job Investment Advisor Investment Products & Services at UBS SA
Industry Financial Services
Experience
UBS March 2015 - Present
UBS Wealth Management February 2010 - September 2015
UBS Wealth Management February 2010 - August 2011
UBS Investment Bank April 2011 - July 2011
Franco Asset Management June 2005 - August 2005
Altira Group June 2004 - August 2004
Skills
Asset Managment, Investments, Equities, Hedge Funds, Fixed Income, Derivatives, Structured Products, FX, Private Banking, Wealth Management
Education
Brandeis University, Lemberg - International Business School 2007 — 2009
M.A., International Economics and Finance
Bowdoin College 2002 — 2007
B.A., International Relations and German Literature
UBS March 2015 - Present
UBS Wealth Management February 2010 - September 2015
UBS Wealth Management February 2010 - August 2011
UBS Investment Bank April 2011 - July 2011
Franco Asset Management June 2005 - August 2005
Altira Group June 2004 - August 2004
Skills
Asset Managment, Investments, Equities, Hedge Funds, Fixed Income, Derivatives, Structured Products, FX, Private Banking, Wealth Management
Education
Brandeis University, Lemberg - International Business School 2007 — 2009
M.A., International Economics and Finance
Bowdoin College 2002 — 2007
B.A., International Relations and German Literature
Francisco Heredia's UBS Investment Bank Experience January 2011 - September 2011
Job Managing Director, CoFounder at Molten Markets, Inc.
Industry Financial Services
Experience
Molten Markets Inc October 2011 - Present
UBS Investment Bank January 2011 - September 2011
UBS Investment Bank September 2009 - December 2010
FX Startup April 2009 - September 2009
Boston Global Associates January 2009 - September 2009
State Street Global Markets - Global Link February 1999 - January 2009
Putnam Investments May 1992 - November 1997
Bankers Trust 1990 - 1992
Harvard Management Company 1989 - 1990
Skills
FX, Fixed Income, Currency, Derivatives, Hedge Funds, Commodities, Financial Markets, Capital Markets, Asset Management, Trading Systems, Electronic Trading, Emerging Markets, Investment Banking
Education
Brandeis University, Lemberg - International Business School
MS, International Finance
Northeastern University
Bachelor of Science, Finance and International Business
Colegio Hispano Americano
Colegio Hispano Americano
Molten Markets Inc October 2011 - Present
UBS Investment Bank January 2011 - September 2011
UBS Investment Bank September 2009 - December 2010
FX Startup April 2009 - September 2009
Boston Global Associates January 2009 - September 2009
State Street Global Markets - Global Link February 1999 - January 2009
Putnam Investments May 1992 - November 1997
Bankers Trust 1990 - 1992
Harvard Management Company 1989 - 1990
Skills
FX, Fixed Income, Currency, Derivatives, Hedge Funds, Commodities, Financial Markets, Capital Markets, Asset Management, Trading Systems, Electronic Trading, Emerging Markets, Investment Banking
Education
Brandeis University, Lemberg - International Business School
MS, International Finance
Northeastern University
Bachelor of Science, Finance and International Business
Colegio Hispano Americano
Colegio Hispano Americano
Donna Howe Donna Howe's UBS Investment Bank Experience 2007 - 2009
Job Founder & CEO at Windbeam Risk Analytics, LLC
Industry Financial Services
Experience
Windbeam Risk Analytics, LLC January 2014 - Present
Global Association of Risk Professionals September 2002 - January 2014
Brandeis University September 2013 - December 2013
Sovereign Bank/Santander Holdings USA January 2012 - September 2013
University of Connecticut December 2010 - September 2013
Baruch College September 2010 - January 2012
Hartford Investment Management February 2010 - December 2011
Windbeam Risk Advisory LLC March 2009 - February 2010
UBS Investment Bank 2007 - 2009
Angelo, Gordon & Co. June 2002 - May 2007
Skills
Derivatives & Clearing, Credit Risk, Market Risk, Hedge Funds, Bonds, Operational Risk, Fixed Income, Capital Markets, Equities, Portfolio Management, Alternative Investments, Asset Managment, Risk Management, Financial Risk, Bloomberg, Derivatives, Investment Strategies, Investments, Options, Valuation, Governance, Asset Management, Funding, Mutual Funds, Banking, Trading, Quantitative Analytics, Financial Services, Hedging, Credit, Private Equity, Corporate Governance, Structured Finance, Enterprise Risk..., Clearing, Financial Markets, Financial Modeling, Quantitative Finance, Financial Analysis, VBA, Corporate Finance, Asset Allocation, Structured Products, Securities, Investment Banking, Due Diligence, Strategy
Education
Brandeis University, Lemberg - International Business School 2014 — 2018
Doctor of Philosophy (Ph.D.), International Economics
New York University 1990 — 1992
candidate for Masters of Arts, Economics
University of Michigan
Bachelor of Arts (BA), Economics
Grand Blanc High School 1973 — 1977
Windbeam Risk Analytics, LLC January 2014 - Present
Global Association of Risk Professionals September 2002 - January 2014
Brandeis University September 2013 - December 2013
Sovereign Bank/Santander Holdings USA January 2012 - September 2013
University of Connecticut December 2010 - September 2013
Baruch College September 2010 - January 2012
Hartford Investment Management February 2010 - December 2011
Windbeam Risk Advisory LLC March 2009 - February 2010
UBS Investment Bank 2007 - 2009
Angelo, Gordon & Co. June 2002 - May 2007
Skills
Derivatives & Clearing, Credit Risk, Market Risk, Hedge Funds, Bonds, Operational Risk, Fixed Income, Capital Markets, Equities, Portfolio Management, Alternative Investments, Asset Managment, Risk Management, Financial Risk, Bloomberg, Derivatives, Investment Strategies, Investments, Options, Valuation, Governance, Asset Management, Funding, Mutual Funds, Banking, Trading, Quantitative Analytics, Financial Services, Hedging, Credit, Private Equity, Corporate Governance, Structured Finance, Enterprise Risk..., Clearing, Financial Markets, Financial Modeling, Quantitative Finance, Financial Analysis, VBA, Corporate Finance, Asset Allocation, Structured Products, Securities, Investment Banking, Due Diligence, Strategy
Education
Brandeis University, Lemberg - International Business School 2014 — 2018
Doctor of Philosophy (Ph.D.), International Economics
New York University 1990 — 1992
candidate for Masters of Arts, Economics
University of Michigan
Bachelor of Arts (BA), Economics
Grand Blanc High School 1973 — 1977
Peter Slagowitz's UBS Investment Bank Experience April 2002 - February 2008
Job CEO Spurs Capital, LLC, and RealPartner.com
Industry Financial Services
Experience
Spurs Capital, LLC February 2008 - Present
UBS Investment Bank April 2002 - February 2008
Credit Suisse First Boston October 2000 - March 2002
Donaldson, Lufkin & Jenrette October 1994 - October 2000
Republic National Bank February 1992 - October 1994
London and Bishopsgate Inc June 1991 - February 1992
Skills
Alternative Investments, Asset Management, Asset Managment, Banking, Bloomberg, Business Development, Business Strategy, Capital Markets, Credit, Credit Analysis, Credit Risk, Derivatives, Due Diligence, Executive Management, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Financial Services, Financial Structuring, Fixed Income, Hedge Funds, Investment Banking, Investment Management, Investments, Loan Origination, Loans, Management, Mortgage Banking, Mortgage Lending, Mortgage Servicing, Operational Risk, Portfolio Management, Real Estate, Real Estate Economics, Residential Homes, Risk Management, Securities, Securitization, Structured Finance, Trading, Valuation
Education
Brandeis University 1987 — 1991
BA, Computer Science
Spurs Capital, LLC February 2008 - Present
UBS Investment Bank April 2002 - February 2008
Credit Suisse First Boston October 2000 - March 2002
Donaldson, Lufkin & Jenrette October 1994 - October 2000
Republic National Bank February 1992 - October 1994
London and Bishopsgate Inc June 1991 - February 1992
Skills
Alternative Investments, Asset Management, Asset Managment, Banking, Bloomberg, Business Development, Business Strategy, Capital Markets, Credit, Credit Analysis, Credit Risk, Derivatives, Due Diligence, Executive Management, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Financial Services, Financial Structuring, Fixed Income, Hedge Funds, Investment Banking, Investment Management, Investments, Loan Origination, Loans, Management, Mortgage Banking, Mortgage Lending, Mortgage Servicing, Operational Risk, Portfolio Management, Real Estate, Real Estate Economics, Residential Homes, Risk Management, Securities, Securitization, Structured Finance, Trading, Valuation
Education
Brandeis University 1987 — 1991
BA, Computer Science
Brendan Driscoll's UBS Investment Bank Experience July 2012 - April 2013
Job Associate at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2015 - Present
Robert W. Baird & Co. July 2014 - June 2015
Robert W. Baird & Co. May 2013 - June 2014
UBS Investment Bank July 2012 - April 2013
UBS Investment Bank June 2011 - August 2011
The Dartmouth Company June 2010 - August 2010
The Dartmouth Company June 2009 - August 2009
Skills
Investment Banking, Corporate Finance, Microsoft Office, Financial Modeling, DCF, LBO, Capital Markets, Valuation
Education
Boston College - Carroll School of Management 2008 — 2012
Bachelor of Science (BS), Management concentrating in Finance
Loomis Chaffee 2006 — 2008
High School Diploma
Robert W. Baird & Co. July 2015 - Present
Robert W. Baird & Co. July 2014 - June 2015
Robert W. Baird & Co. May 2013 - June 2014
UBS Investment Bank July 2012 - April 2013
UBS Investment Bank June 2011 - August 2011
The Dartmouth Company June 2010 - August 2010
The Dartmouth Company June 2009 - August 2009
Skills
Investment Banking, Corporate Finance, Microsoft Office, Financial Modeling, DCF, LBO, Capital Markets, Valuation
Education
Boston College - Carroll School of Management 2008 — 2012
Bachelor of Science (BS), Management concentrating in Finance
Loomis Chaffee 2006 — 2008
High School Diploma
Shannon Yardeny's UBS Investment Bank Experience December 2012 - January 2015
Job Associate Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank December 2012 - January 2015
UBS Investment Bank May 2012 - December 2012
Morgan Stanley July 2009 - September 2011
Morgan Stanley July 2007 - July 2009
Morgan Stanley December 2005 - July 2007
Morgan Stanley March 2004 - December 2005
State Bank of Long Island July 2002 - March 2004
Skills
Client Relationship..., Creative Problem Solving, Strategically Leading..., Technical Analysis, Articulate Communicating, Priority Management, CRM, Process Improvement, Equities, Investments, Trading, Hedge Funds, Portfolio Management, Securities, Financial Risk, Fixed Income, Bloomberg, Risk Management, Capital Markets
Education
Boston University - School of Management 1998 — 2002
Bachelor of Science - Business Administration (BSBA), Finance
UBS Investment Bank December 2012 - January 2015
UBS Investment Bank May 2012 - December 2012
Morgan Stanley July 2009 - September 2011
Morgan Stanley July 2007 - July 2009
Morgan Stanley December 2005 - July 2007
Morgan Stanley March 2004 - December 2005
State Bank of Long Island July 2002 - March 2004
Skills
Client Relationship..., Creative Problem Solving, Strategically Leading..., Technical Analysis, Articulate Communicating, Priority Management, CRM, Process Improvement, Equities, Investments, Trading, Hedge Funds, Portfolio Management, Securities, Financial Risk, Fixed Income, Bloomberg, Risk Management, Capital Markets
Education
Boston University - School of Management 1998 — 2002
Bachelor of Science - Business Administration (BSBA), Finance
Sara Sason's UBS Investment Bank Experience October 2010 - December 2012
Job Global Markets Recruiter at Barclays
Industry Human Resources
Experience
Barclays December 2012 - Present
UBS Investment Bank October 2010 - December 2012
Allegis Group Services October 2010 - December 2012
Geddes Language Center at Boston University September 2006 - May 2010
AdLab at Boston University February 2010 - April 2010
Boston Celtics September 2009 - December 2009
Arnold Worldwide January 2009 - April 2009
Irish Film Institute June 2008 - August 2008
TRACS January 2008 - May 2008
Skills
Mac, Windows, Adobe Creative Suite, Final Cut Pro, Filemaker Pro, Microsoft Office, LiveType, SPSS, iWeb, Brassring, Excel, PowerPoint, Outlook, Word, Pagemaker, InDesign, Photoshop, Illustrator, BrassRing, HRiS Systems, Bloomberg Terminal, LiveMeeting, HRIS, Microsoft Word, Microsoft Excel, Teamwork
Education
Boston University - School of Management 2006 — 2010
Bachelor of Science, Business Administration
Barclays December 2012 - Present
UBS Investment Bank October 2010 - December 2012
Allegis Group Services October 2010 - December 2012
Geddes Language Center at Boston University September 2006 - May 2010
AdLab at Boston University February 2010 - April 2010
Boston Celtics September 2009 - December 2009
Arnold Worldwide January 2009 - April 2009
Irish Film Institute June 2008 - August 2008
TRACS January 2008 - May 2008
Skills
Mac, Windows, Adobe Creative Suite, Final Cut Pro, Filemaker Pro, Microsoft Office, LiveType, SPSS, iWeb, Brassring, Excel, PowerPoint, Outlook, Word, Pagemaker, InDesign, Photoshop, Illustrator, BrassRing, HRiS Systems, Bloomberg Terminal, LiveMeeting, HRIS, Microsoft Word, Microsoft Excel, Teamwork
Education
Boston University - School of Management 2006 — 2010
Bachelor of Science, Business Administration
Krishnan Devidoss Krishnan Devidoss's UBS Investment Bank Experience June 2010 - January 2012
Job Vice President and Counsel at Lazard Asset Management
Industry Law Practice
Experience
Lazard Asset Management February 2014 - Present
Gottex Fund Management January 2012 - January 2014
UBS Investment Bank June 2010 - January 2012
Sidley Austin October 2007 - October 2009
ICTY January 2007 - May 2007
Stone Pigman Walther Wittmann LLC June 2005 - August 2005
Phelps Dunbar LLP June 2003 - August 2003
Ministere de l'Education Nationale August 2002 - May 2003
Paul, Weiss, Rifkind, Wharton & Garrison LLP July 2001 - August 2002
Skills
Hedge Funds, Litigation, Derivatives, Trading, Mutual Funds, Securities Regulation, Corporate Governance, Fund Of Funds, Private Equity, Investment Banking, Alternative Investments, Capital Markets, Securities
Education
Boston College Law School 2004 — 2007
Juris Doctor, Law
New York University 2003 — 2004
Master of Arts, Politics - International Relations
Columbia University in the City of New York 1997 — 2001
Bachelor of Arts, Political Science
Lazard Asset Management February 2014 - Present
Gottex Fund Management January 2012 - January 2014
UBS Investment Bank June 2010 - January 2012
Sidley Austin October 2007 - October 2009
ICTY January 2007 - May 2007
Stone Pigman Walther Wittmann LLC June 2005 - August 2005
Phelps Dunbar LLP June 2003 - August 2003
Ministere de l'Education Nationale August 2002 - May 2003
Paul, Weiss, Rifkind, Wharton & Garrison LLP July 2001 - August 2002
Skills
Hedge Funds, Litigation, Derivatives, Trading, Mutual Funds, Securities Regulation, Corporate Governance, Fund Of Funds, Private Equity, Investment Banking, Alternative Investments, Capital Markets, Securities
Education
Boston College Law School 2004 — 2007
Juris Doctor, Law
New York University 2003 — 2004
Master of Arts, Politics - International Relations
Columbia University in the City of New York 1997 — 2001
Bachelor of Arts, Political Science
Bill Ortner's UBS Investment Bank Experience 2009 - 2013
Job Head of Strategic Equity Solutions at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners 2013 - Present
UBS Investment Bank 2009 - 2013
Barclays Capital 2007 - 2009
Citi 1997 - 2007
Shearman & Sterling 1993 - 1997
Skills
Equities, Derivatives, Capital Markets, Equity Derivatives, Structured Finance, Credit Risk, Fixed Income, Investment Banking, Banking, Wealth Management, Equity Capital Markets, Finance, Financial Structuring, Trading, Financial Services, Corporate Law, Strategy, Market Risk
Education
Boston University School of Law 1990 — 1993
J.D.
Tufts University 1985 — 1989
B.S.
Horace Mann School 1970 — 1985
H.S.
Guggenheim Partners 2013 - Present
UBS Investment Bank 2009 - 2013
Barclays Capital 2007 - 2009
Citi 1997 - 2007
Shearman & Sterling 1993 - 1997
Skills
Equities, Derivatives, Capital Markets, Equity Derivatives, Structured Finance, Credit Risk, Fixed Income, Investment Banking, Banking, Wealth Management, Equity Capital Markets, Finance, Financial Structuring, Trading, Financial Services, Corporate Law, Strategy, Market Risk
Education
Boston University School of Law 1990 — 1993
J.D.
Tufts University 1985 — 1989
B.S.
Horace Mann School 1970 — 1985
H.S.
Christy Hess Christy Hess's UBS Investment Bank Experience August 2010 - Present
Job Executive Director at UBS Investment Bank
Industry Capital Markets
Experience
UBS Investment Bank August 2010 - Present
Barclays Capital September 2008 - August 2010
Lehman Brothers July 2007 - September 2008
Columbia Management 2005 - 2007
Columbia Management 2003 - 2005
Skills
Fixed Income, Capital Markets, Equities, Bloomberg, Derivatives, Electronic Trading, Hedge Funds, Structured Products, Series 7, FX Options, Trading Systems, Alternative Investments, Asset Managment, High Yield, Trading, Equity Research, Investment Banking, Bonds, Interest Rate..., Investments, Securities, Market Data, Series 63, Equity Derivatives, Prime Brokerage, Asset Management, Credit Derivatives, Emerging Markets, Middle Office, Options, Swaps, Financial Markets, Structured Finance
Education
Columbia University in the City of New York 2001 — 2003
MA
Brandeis University 1995 — 1999
BA
UBS Investment Bank August 2010 - Present
Barclays Capital September 2008 - August 2010
Lehman Brothers July 2007 - September 2008
Columbia Management 2005 - 2007
Columbia Management 2003 - 2005
Skills
Fixed Income, Capital Markets, Equities, Bloomberg, Derivatives, Electronic Trading, Hedge Funds, Structured Products, Series 7, FX Options, Trading Systems, Alternative Investments, Asset Managment, High Yield, Trading, Equity Research, Investment Banking, Bonds, Interest Rate..., Investments, Securities, Market Data, Series 63, Equity Derivatives, Prime Brokerage, Asset Management, Credit Derivatives, Emerging Markets, Middle Office, Options, Swaps, Financial Markets, Structured Finance
Education
Columbia University in the City of New York 2001 — 2003
MA
Brandeis University 1995 — 1999
BA
Stephen Regan's UBS Investment Bank Experience September 2009 - August 2010
Job Principal at R Capital Investments
Industry Financial Services
Experience
R Capital Investments July 2015 - Present
GI Partners July 2013 - July 2015
Resource Land Holdings August 2010 - June 2013
UBS Investment Bank September 2009 - August 2010
Skills
Portfolio Management, Finance, Mergers & Acquisitions, Equities, Real Estate, Financial Modeling, Valuation, Commercial Real Estate, Investment Properties, Mergers, Financial Reporting, Financial Analysis, Microsoft Excel, Banking, Real Estate Transactions
Education
Boston College 2005 — 2009
BS, Finance, Accounting
R Capital Investments July 2015 - Present
GI Partners July 2013 - July 2015
Resource Land Holdings August 2010 - June 2013
UBS Investment Bank September 2009 - August 2010
Skills
Portfolio Management, Finance, Mergers & Acquisitions, Equities, Real Estate, Financial Modeling, Valuation, Commercial Real Estate, Investment Properties, Mergers, Financial Reporting, Financial Analysis, Microsoft Excel, Banking, Real Estate Transactions
Education
Boston College 2005 — 2009
BS, Finance, Accounting
Ben Mulberry's UBS Investment Bank Experience May 2009 - November 2012
Job Trader at Tremblant Capital
Industry Investment Management
Experience
Tremblant Capital November 2012 - Present
UBS Investment Bank May 2009 - November 2012
UBS Investment Bank September 2008 - May 2009
UBS Investment Bank June 2008 - August 2008
Royal Bank of Scotland January 2008 - May 2008
Skills
Equities, Trading, Bloomberg, Hedge Funds, Derivatives, Investments, Options, Equity Derivatives
Education
Boston University - School of Management 2005 — 2009
BSBA, Finance, Economics
Tremblant Capital November 2012 - Present
UBS Investment Bank May 2009 - November 2012
UBS Investment Bank September 2008 - May 2009
UBS Investment Bank June 2008 - August 2008
Royal Bank of Scotland January 2008 - May 2008
Skills
Equities, Trading, Bloomberg, Hedge Funds, Derivatives, Investments, Options, Equity Derivatives
Education
Boston University - School of Management 2005 — 2009
BSBA, Finance, Economics
Doug Swirsky Doug Swirsky's UBS Investment Bank Experience 2000 - 2002
Job President and Chief Executive Officer at GenVec
Industry Biotechnology
Experience
GenVec September 2013 - Present
Fibrocell Science March 2013 - Present
GenVec September 2006 - September 2013
PolyMedix, Inc. June 2009 - March 2013
Stifel Nicolaus December 2005 - September 2006
Legg Mason 2002 - 2005
UBS Investment Bank 2000 - 2002
Morgan Stanley August 1997 - April 2000
Zelenkofske Axelrod 1994 - 1996
Kenneth Leventhal & Co. 1992 - 1994
Skills
Due Diligence, Financial Modeling, Venture Capital, Mergers, Corporate Development, Private Equity, Valuation, IPO, Biotechnology, Investor Relations, Corporate Finance, Financial Analysis, Business Planning, Investment Banking, Finance, Mergers & Acquisitions, Strategic Planning, Start-ups, Infectious Diseases, Competitive Analysis, Strategy, SEC filings, Biopharmaceuticals, Entrepreneurship
Education
Northwestern University - Kellogg School of Management 1996 — 1997
MBA
Boston University Questrom School of Business 1989 — 1992
B.S., Business Administration (Accounting)
GenVec September 2013 - Present
Fibrocell Science March 2013 - Present
GenVec September 2006 - September 2013
PolyMedix, Inc. June 2009 - March 2013
Stifel Nicolaus December 2005 - September 2006
Legg Mason 2002 - 2005
UBS Investment Bank 2000 - 2002
Morgan Stanley August 1997 - April 2000
Zelenkofske Axelrod 1994 - 1996
Kenneth Leventhal & Co. 1992 - 1994
Skills
Due Diligence, Financial Modeling, Venture Capital, Mergers, Corporate Development, Private Equity, Valuation, IPO, Biotechnology, Investor Relations, Corporate Finance, Financial Analysis, Business Planning, Investment Banking, Finance, Mergers & Acquisitions, Strategic Planning, Start-ups, Infectious Diseases, Competitive Analysis, Strategy, SEC filings, Biopharmaceuticals, Entrepreneurship
Education
Northwestern University - Kellogg School of Management 1996 — 1997
MBA
Boston University Questrom School of Business 1989 — 1992
B.S., Business Administration (Accounting)
Shalin Mehta's UBS Investment Bank Experience January 2013 - January 2013
Job Growth Stage Technology and Consumer Investor at Stripes Group
Industry Venture Capital & Private Equity
Experience
Stripes Group June 2015 - August 2015
Metamorphic Ventures September 2014 - January 2015
MESA Global June 2014 - August 2014
Deloitte July 2014 - July 2014
UBS May 2014 - May 2014
Tumblr May 2013 - August 2013
UBS Investment Bank January 2013 - January 2013
State Senator Suzi Oppenheimer 2011 - 2012
Diamour Inc. June 2010 - August 2010
Skills
Start-ups, Social Media, Financial Analysis, Microsoft Excel, Microsoft Office, Negotiation, Investments, Mergers & Acquisitions, Financial Reporting, Internal Financial..., Business Development, Corporate Finance, Mergers, Venture Capital, Strategy, Investment Banking, Leadership
Education
Boston College - Carroll School of Management 2012 — 2016
Bachelor of Science (BS), Finance and Information Systems
Stripes Group June 2015 - August 2015
Metamorphic Ventures September 2014 - January 2015
MESA Global June 2014 - August 2014
Deloitte July 2014 - July 2014
UBS May 2014 - May 2014
Tumblr May 2013 - August 2013
UBS Investment Bank January 2013 - January 2013
State Senator Suzi Oppenheimer 2011 - 2012
Diamour Inc. June 2010 - August 2010
Skills
Start-ups, Social Media, Financial Analysis, Microsoft Excel, Microsoft Office, Negotiation, Investments, Mergers & Acquisitions, Financial Reporting, Internal Financial..., Business Development, Corporate Finance, Mergers, Venture Capital, Strategy, Investment Banking, Leadership
Education
Boston College - Carroll School of Management 2012 — 2016
Bachelor of Science (BS), Finance and Information Systems
Amy Kurfist's UBS Investment Bank Experience July 2010 - August 2012
Job Event marketing professional
Industry Financial Services
Experience
Needham & Company February 2015 - Present
Fountain House February 2014 - December 2014
BMO Capital Markets September 2012 - February 2014
UBS Investment Bank July 2010 - August 2012
Kelley Executive Partners May 2008 - August 2008
Bear, Stearns & Co. Inc. February 2005 - July 2007
Bear, Stearns & Co. Inc. July 2003 - February 2005
Skills
Marketing Strategy, Marketing, Market Research, Analytics, Competitive Analysis, Event Planning, Event Management, Corporate Events, Corporate Communications, Marketing Communications, Brand Management, Management, Analysis, Equities, Segmentation, Data Analysis, Business Strategy, Market Analysis, Sales, Financial Analysis, CRM, Entrepreneurship, Product Marketing, Strategic Planning, Budgets, Fundraising
Education
Indiana University - Kelley School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Marketing/Entrepreneurship
Boston University 1999 — 2002
Bachelor of Science (B.S.), Communications
Needham & Company February 2015 - Present
Fountain House February 2014 - December 2014
BMO Capital Markets September 2012 - February 2014
UBS Investment Bank July 2010 - August 2012
Kelley Executive Partners May 2008 - August 2008
Bear, Stearns & Co. Inc. February 2005 - July 2007
Bear, Stearns & Co. Inc. July 2003 - February 2005
Skills
Marketing Strategy, Marketing, Market Research, Analytics, Competitive Analysis, Event Planning, Event Management, Corporate Events, Corporate Communications, Marketing Communications, Brand Management, Management, Analysis, Equities, Segmentation, Data Analysis, Business Strategy, Market Analysis, Sales, Financial Analysis, CRM, Entrepreneurship, Product Marketing, Strategic Planning, Budgets, Fundraising
Education
Indiana University - Kelley School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Marketing/Entrepreneurship
Boston University 1999 — 2002
Bachelor of Science (B.S.), Communications
Hossein Oveissi's UBS Investment Bank Experience 1998 - 1999
Job Equity/Forex Trader
Industry Financial Services
Experience
Tritik LLC 2008 - 2012
SLG Advertising 2005 - 2008
Ettra Capital Management LLC 2002 - 2005
Sea Carriers LLC 2001 - 2002
Prudential Financial 1999 - 2000
UBS Investment Bank 1998 - 1999
Education
Boston University 1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government
Tritik LLC 2008 - 2012
SLG Advertising 2005 - 2008
Ettra Capital Management LLC 2002 - 2005
Sea Carriers LLC 2001 - 2002
Prudential Financial 1999 - 2000
UBS Investment Bank 1998 - 1999
Education
Boston University 1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government
June Paek Farahan's UBS Investment Bank Experience June 1997 - May 1998
Job Finance | Commercial Real Estate
Industry Real Estate
Experience
Real Estate Investments January 2003 - Present
ABN AMRO Bank N.V. July 1998 - June 2003
UBS Investment Bank June 1997 - May 1998
Deutsche Bank May 1996 - May 1997
BNP Paribas April 1995 - May 1996
Skills
Business Development, Leadership, Management, Luxury, Marketing, Negotiation, Real Estate, Asset Management, Sales, Financial Analysis, Brand Management, Entrepreneurship, Marketing Strategy, Investments, Market Analysis, Selling, Start-ups, Business Planning, Strategy
Education
Boston University - School of Management 1986 — 1990
Bachelor of Science (B.S.), International Business
Real Estate Investments January 2003 - Present
ABN AMRO Bank N.V. July 1998 - June 2003
UBS Investment Bank June 1997 - May 1998
Deutsche Bank May 1996 - May 1997
BNP Paribas April 1995 - May 1996
Skills
Business Development, Leadership, Management, Luxury, Marketing, Negotiation, Real Estate, Asset Management, Sales, Financial Analysis, Brand Management, Entrepreneurship, Marketing Strategy, Investments, Market Analysis, Selling, Start-ups, Business Planning, Strategy
Education
Boston University - School of Management 1986 — 1990
Bachelor of Science (B.S.), International Business
Lee Senderov Lee Senderov's UBS Investment Bank Experience June 2005 - August 2005
Job Head of Marketing and Business Development Shopular
Industry Online Media
Experience
Shopular April 2014 - Present
MyoSyntax May 2013 - Present
Linden Lab 2012 - 2014
Become.com 2011 - August 2012
Become.com 2010 - 2011
Become.com 2008 - 2010
Broadspan Commerce 2007 - 2008
Finally Content 2006 - 2007
UBS Investment Bank June 2005 - August 2005
Naked Juice 2001 - 2004
Skills
SEM, Online Marketing, E-commerce, Search, Product Development, SEO, Display Media, Online Advertising, Display Advertising, Affiliate Marketing, Advertising, Email Marketing, Leadership, Entrepreneurship, Business Development, Marketing, Sales, Social Media, Management, Web Analytics, Mobile Marketing, Strategic Partnerships, Analytics, Lead Generation, Account Management, Digital Marketing
Education
Harvard Business School 2004 — 2006
MBA, Business Administration and Management, General
Brandeis University 1997 — 2001
BA, History, French, Spanish, Italian
School for International Training 1999 — 1999
Semester Abroad
Shopular April 2014 - Present
MyoSyntax May 2013 - Present
Linden Lab 2012 - 2014
Become.com 2011 - August 2012
Become.com 2010 - 2011
Become.com 2008 - 2010
Broadspan Commerce 2007 - 2008
Finally Content 2006 - 2007
UBS Investment Bank June 2005 - August 2005
Naked Juice 2001 - 2004
Skills
SEM, Online Marketing, E-commerce, Search, Product Development, SEO, Display Media, Online Advertising, Display Advertising, Affiliate Marketing, Advertising, Email Marketing, Leadership, Entrepreneurship, Business Development, Marketing, Sales, Social Media, Management, Web Analytics, Mobile Marketing, Strategic Partnerships, Analytics, Lead Generation, Account Management, Digital Marketing
Education
Harvard Business School 2004 — 2006
MBA, Business Administration and Management, General
Brandeis University 1997 — 2001
BA, History, French, Spanish, Italian
School for International Training 1999 — 1999
Semester Abroad
Benjamin Charon Benjamin Charon's UBS Investment Bank Experience July 2011 - November 2012
Job Institutional Sales at Evercore Partners
Industry Investment Banking
Experience
Evercore Partners February 2013 - Present
UBS Investment Bank July 2011 - November 2012
Credit Suisse July 2004 - July 2009
Skills
Financial Modeling, Investment Banking, Bonds, Bloomberg, Valuation, Capital Markets, High Yield, Financial Analysis, Fixed Income, Equities, Private Equity
Education
Georgetown University - The McDonough School of Business 2009 — 2011
Master of Business Administration (MBA)
Brandeis University 2000 — 2004
Bachelor's degree, Economics
Evercore Partners February 2013 - Present
UBS Investment Bank July 2011 - November 2012
Credit Suisse July 2004 - July 2009
Skills
Financial Modeling, Investment Banking, Bonds, Bloomberg, Valuation, Capital Markets, High Yield, Financial Analysis, Fixed Income, Equities, Private Equity
Education
Georgetown University - The McDonough School of Business 2009 — 2011
Master of Business Administration (MBA)
Brandeis University 2000 — 2004
Bachelor's degree, Economics
Jennifer Schumacher's UBS Investment Bank Experience 1997 - 2003
Job Marketing Manager at Showhomes North Pinellas/Pasco, St Petersburg, St. Paul
Industry Primary/Secondary Education
Experience
Showhomes North Pinellas/Pasco, St Petersburg, St. Paul January 2014 - Present
School District of Hillsborough County March 2010 - Present
Premier Designs August 2006 - August 2012
UBS Investment Bank 1997 - 2003
Skills
Social Media, Sales, Event Planning, Public Speaking
Education
St. Cloud State University 1993 — 1996
Bachelor of Science, Elementary Education
Bowling Green State University 1991 — 1993
BS, education
Showhomes North Pinellas/Pasco, St Petersburg, St. Paul January 2014 - Present
School District of Hillsborough County March 2010 - Present
Premier Designs August 2006 - August 2012
UBS Investment Bank 1997 - 2003
Skills
Social Media, Sales, Event Planning, Public Speaking
Education
St. Cloud State University 1993 — 1996
Bachelor of Science, Elementary Education
Bowling Green State University 1991 — 1993
BS, education
Austin Burkett, CFA's UBS Investment Bank Experience May 1999 - September 2011
Job Global Director of Research Analytics
Industry Financial Services
Experience
EVA Dimensions October 2011 - Present
UBS Investment Bank May 1999 - September 2011
Credit Suisse October 1998 - May 1999
Brown Brothers Harriman March 1997 - October 1998
Morgan Stanley August 1994 - March 1997
Skills
Economic Value Added, Equity Research, Equity Valuation, Enterprise Valuation, Factset, VBA, Visual Basic, Excel, Quantitative Research, DCF Valuation, DCF, Product Management, Bloomberg Data License, Business Objects, Capital Structure, Cost Of Capital, Research, Bloomberg, Equities, Valuation, Corporate Finance, Microsoft Excel, Hedge Funds, Portfolio Management, Financial Statement..., Chartered Financial..., Financial Modeling, Analytics, Investment Banking
Education
Bowdoin College
A.B., Physics, Economics Minor
EVA Dimensions October 2011 - Present
UBS Investment Bank May 1999 - September 2011
Credit Suisse October 1998 - May 1999
Brown Brothers Harriman March 1997 - October 1998
Morgan Stanley August 1994 - March 1997
Skills
Economic Value Added, Equity Research, Equity Valuation, Enterprise Valuation, Factset, VBA, Visual Basic, Excel, Quantitative Research, DCF Valuation, DCF, Product Management, Bloomberg Data License, Business Objects, Capital Structure, Cost Of Capital, Research, Bloomberg, Equities, Valuation, Corporate Finance, Microsoft Excel, Hedge Funds, Portfolio Management, Financial Statement..., Chartered Financial..., Financial Modeling, Analytics, Investment Banking
Education
Bowdoin College
A.B., Physics, Economics Minor
Justin Youn's UBS Investment Bank Experience June 2007 - August 2008
Job Private Equity Investor at Goldman Sachs
Industry Venture Capital & Private Equity
Experience
Goldman Sachs June 2010 - Present
JMI Equity September 2008 - June 2010
UBS Investment Bank June 2007 - August 2008
Skills
Private Equity, Investment Banking, Valuation, Financial Modeling, Due Diligence, Venture Capital, Buyouts, Technology Investment, Capital, Mutual Funds, LBO, Corporate Development, Capital Markets, M&A experience
Education
Boston College - Carroll School of Management
bs, Finance, Computer Science, Philosophy
Seoul International School
Goldman Sachs June 2010 - Present
JMI Equity September 2008 - June 2010
UBS Investment Bank June 2007 - August 2008
Skills
Private Equity, Investment Banking, Valuation, Financial Modeling, Due Diligence, Venture Capital, Buyouts, Technology Investment, Capital, Mutual Funds, LBO, Corporate Development, Capital Markets, M&A experience
Education
Boston College - Carroll School of Management
bs, Finance, Computer Science, Philosophy
Seoul International School
Rahul Gilani Rahul Gilani's UBS Investment Bank Experience May 2006 - May 2008
Job Manager, Platform Strategy at Mashery, an Intel Company
Industry Information Technology and Services
Experience
Mashery, An Intel Company May 2014 - Present
Mashery, An Intel Company December 2011 - May 2014
Usablenet October 2010 - December 2011
Usablenet July 2010 - November 2010
Direct Fulfillment Systems June 2008 - July 2010
UBS Investment Bank May 2006 - May 2008
Sleepy's May 2003 - January 2005
Skills
Pre-sales, Multi-channel Marketing, Mobile Commerce, Troubleshooting, Mobile Communications, Customer Relations, Fortune 1000, Mobile Technology, Apps, Social Marketing, Technology Development, API, APIs, SaaS, Customer Service, CRM, Cloud Computing, Mobile Devices, E-commerce, Solution Selling, Account Management, Mobile Applications, Lead Generation, Product Management, Security, Salesforce.com, Strategic Partnerships, Analytics, Networking, Agile Project Management, Start-ups
Education
Boston University
MS, Computer Information Systems
Farmingdale State University of New York
BS, Computer Information Systems
Mashery, An Intel Company May 2014 - Present
Mashery, An Intel Company December 2011 - May 2014
Usablenet October 2010 - December 2011
Usablenet July 2010 - November 2010
Direct Fulfillment Systems June 2008 - July 2010
UBS Investment Bank May 2006 - May 2008
Sleepy's May 2003 - January 2005
Skills
Pre-sales, Multi-channel Marketing, Mobile Commerce, Troubleshooting, Mobile Communications, Customer Relations, Fortune 1000, Mobile Technology, Apps, Social Marketing, Technology Development, API, APIs, SaaS, Customer Service, CRM, Cloud Computing, Mobile Devices, E-commerce, Solution Selling, Account Management, Mobile Applications, Lead Generation, Product Management, Security, Salesforce.com, Strategic Partnerships, Analytics, Networking, Agile Project Management, Start-ups
Education
Boston University
MS, Computer Information Systems
Farmingdale State University of New York
BS, Computer Information Systems
Wanying (Lucy) Qiu's UBS Investment Bank Experience July 2011 - July 2012
Job Investment Research Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management July 2012 - Present
UBS Investment Bank July 2011 - July 2012
UBS Investment Bank June 2010 - August 2010
State Street June 2009 - August 2009
China Construction Bank June 2008 - August 2008
Boston College Student Agencies April 2007 - May 2008
Skills
Equity Research, Valuation, Financial Modeling, Investment Banking, Corporate Finance, Bloomberg, Financial Analysis, Investments, Data Analysis
Education
Boston College 2007 — 2011
Bachelor of Science (B.Sc.), Accounting and Finance
PFLS 2000 — 2007
High School
UBS Wealth Management July 2012 - Present
UBS Investment Bank July 2011 - July 2012
UBS Investment Bank June 2010 - August 2010
State Street June 2009 - August 2009
China Construction Bank June 2008 - August 2008
Boston College Student Agencies April 2007 - May 2008
Skills
Equity Research, Valuation, Financial Modeling, Investment Banking, Corporate Finance, Bloomberg, Financial Analysis, Investments, Data Analysis
Education
Boston College 2007 — 2011
Bachelor of Science (B.Sc.), Accounting and Finance
PFLS 2000 — 2007
High School
Alexander Corbacho's UBS Investment Bank Experience July 2010 - July 2012
Job Senior Associate at Paine & Partners, LLC
Industry Venture Capital & Private Equity
Experience
Paine & Partners, LLC August 2012 - Present
UBS Investment Bank July 2010 - July 2012
The Brookside Group June 2009 - September 2009
Canaccord Adams June 2007 - August 2007
Skills
LBO, Valuation, Private Equity, Mezzanine, Investment Banking, Leveraged Finance, Bloomberg, Financial Modeling
Education
Boston University - School of Management
BSBA, Finance, Law & Economics
Paine & Partners, LLC August 2012 - Present
UBS Investment Bank July 2010 - July 2012
The Brookside Group June 2009 - September 2009
Canaccord Adams June 2007 - August 2007
Skills
LBO, Valuation, Private Equity, Mezzanine, Investment Banking, Leveraged Finance, Bloomberg, Financial Modeling
Education
Boston University - School of Management
BSBA, Finance, Law & Economics
Stephen Bombardiere's UBS Investment Bank Experience December 2003 - May 2008
Job Outsource Trader Cowen & Co
Industry Financial Services
Experience
Cowen & Co October 2010 - Present
Conifer June 2008 - September 2015
UBS Investment Bank December 2003 - May 2008
ABN AMRO April 2001 - December 2003
ING 1998 - April 2001
Furman Selz February 1991 - 1998
Asiel & Co. October 1984 - August 1989
Skills
General Securities..., Bloomberg Terminal, Microsoft Excel, Options, Hedge Funds, Electronic Trading, Soft Dollar Budget..., Asset Management, Equities, Trading, Prime Brokerage, Securities, Capital Markets, Outsourcing, Financial Services, Bloomberg, Series 7, Series 63, Portfolio Management, Trading Systems, Equity Trading, Sales, Investments
Education
Boston University - School of Management 1980 — 1984
Bachelor of Science (BS), Finance
Cowen & Co October 2010 - Present
Conifer June 2008 - September 2015
UBS Investment Bank December 2003 - May 2008
ABN AMRO April 2001 - December 2003
ING 1998 - April 2001
Furman Selz February 1991 - 1998
Asiel & Co. October 1984 - August 1989
Skills
General Securities..., Bloomberg Terminal, Microsoft Excel, Options, Hedge Funds, Electronic Trading, Soft Dollar Budget..., Asset Management, Equities, Trading, Prime Brokerage, Securities, Capital Markets, Outsourcing, Financial Services, Bloomberg, Series 7, Series 63, Portfolio Management, Trading Systems, Equity Trading, Sales, Investments
Education
Boston University - School of Management 1980 — 1984
Bachelor of Science (BS), Finance
Todd Geismann Todd Geismann's UBS Investment Bank Experience August 2011 - December 2012
Job Financial Markets Professional | Business Development | Investment Advisor
Industry Investment Management
Experience
i2 Holding Group LLC March 2013 - Present
HCAP August 2014 - Present
Shotfarm LLC May 2011 - Present
Miner Labs, Inc. February 2014 - Present
Westport Innovation HUB September 2013 - Present
UBS Investment Bank August 2011 - December 2012
Bank of America Merrill Lynch February 1998 - August 2011
JPMorgan Chase May 1990 - February 1998
Skills
Investments, Alternative Investments, Asset Managment, Securities, Financial Markets, Bonds, Interest Rate..., Global Marketing, Fixed Income, Asset Management, Swaps, Trading, Management, Investment Management, Financial Advisory, Business Development, Capital Markets, Funding, Financial Services, Valuation, Currency, Equity Trading, Finance, Hedge Funds, Interest Rate Swaps, Angel Investing, Commercial Real Estate, Real Estate
Education
The University of Chicago - Booth School of Business 1990 — 1993
MBA, Finance
Bradley University 1984 — 1988
BS, Finance
i2 Holding Group LLC March 2013 - Present
HCAP August 2014 - Present
Shotfarm LLC May 2011 - Present
Miner Labs, Inc. February 2014 - Present
Westport Innovation HUB September 2013 - Present
UBS Investment Bank August 2011 - December 2012
Bank of America Merrill Lynch February 1998 - August 2011
JPMorgan Chase May 1990 - February 1998
Skills
Investments, Alternative Investments, Asset Managment, Securities, Financial Markets, Bonds, Interest Rate..., Global Marketing, Fixed Income, Asset Management, Swaps, Trading, Management, Investment Management, Financial Advisory, Business Development, Capital Markets, Funding, Financial Services, Valuation, Currency, Equity Trading, Finance, Hedge Funds, Interest Rate Swaps, Angel Investing, Commercial Real Estate, Real Estate
Education
The University of Chicago - Booth School of Business 1990 — 1993
MBA, Finance
Bradley University 1984 — 1988
BS, Finance
Matthew Bouley Matthew Bouley's UBS Investment Bank Experience June 2012 - August 2012
Job Equity Research Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2015 - Present
RBC Capital Markets July 2013 - May 2015
NYU Stern School of Business August 2011 - May 2013
J.P. Morgan October 2012 - March 2013
UBS Investment Bank June 2012 - August 2012
Thomson Reuters July 2006 - July 2011
J.P. Morgan Chase & Co. February 2005 - April 2005
Skills
Financial Modeling, Valuation, Investments, Portfolio Management, Capital Markets, Finance, Strategy, Equity Research, Analysis, Investment Management
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Finance, Accounting, Strategy
Boston University Questrom School of Business 2002 — 2006
BSBA, Finance
Credit Suisse May 2015 - Present
RBC Capital Markets July 2013 - May 2015
NYU Stern School of Business August 2011 - May 2013
J.P. Morgan October 2012 - March 2013
UBS Investment Bank June 2012 - August 2012
Thomson Reuters July 2006 - July 2011
J.P. Morgan Chase & Co. February 2005 - April 2005
Skills
Financial Modeling, Valuation, Investments, Portfolio Management, Capital Markets, Finance, Strategy, Equity Research, Analysis, Investment Management
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Finance, Accounting, Strategy
Boston University Questrom School of Business 2002 — 2006
BSBA, Finance
Carole Lustig's UBS Investment Bank Experience 1985 - 1989
Job Partner at Strategic Recruiting Inc.
Industry Financial Services
Experience
Strategic Recruiting Inc. February 2004 - Present
Kenzer Corporation January 2000 - December 2003
Credit Suisse 1990 - 1997
UBS Investment Bank 1985 - 1989
National Westminster Bank February 1982 - November 1985
Skills
Financial Services, Financial Markets, Hedge Funds, Capital Markets, Private Banking, Wealth Management, Compliance, Commercial Lending, Commercial Banking, Corporate Finance, Valuation, Credit Risk, Portfolio Management, Banking, Financial Modeling, Financial Risk, Equities, Investment Banking, Executive Management, Credit Analysis, Fixed Income, Credit, Securities, Asset Management, Investments, Structured Finance, Private Equity, Financial Structuring, Structured Products, Alternative Investments, Venture Capital, Investment Advisory, Emerging Markets
Education
Boston University - School of Management 1978 — 1982
Bachelor of Science (BS)
Canarsie High School
Canarsie High School
Strategic Recruiting Inc. February 2004 - Present
Kenzer Corporation January 2000 - December 2003
Credit Suisse 1990 - 1997
UBS Investment Bank 1985 - 1989
National Westminster Bank February 1982 - November 1985
Skills
Financial Services, Financial Markets, Hedge Funds, Capital Markets, Private Banking, Wealth Management, Compliance, Commercial Lending, Commercial Banking, Corporate Finance, Valuation, Credit Risk, Portfolio Management, Banking, Financial Modeling, Financial Risk, Equities, Investment Banking, Executive Management, Credit Analysis, Fixed Income, Credit, Securities, Asset Management, Investments, Structured Finance, Private Equity, Financial Structuring, Structured Products, Alternative Investments, Venture Capital, Investment Advisory, Emerging Markets
Education
Boston University - School of Management 1978 — 1982
Bachelor of Science (BS)
Canarsie High School
Canarsie High School
Hans Fless's UBS Investment Bank Experience August 2010 - March 2012
Job Agency MBS Trader at Deutsche Asset Management
Industry Investment Management
Experience
Deutsche Asset Management August 2013 - Present
UBS Investment Bank August 2010 - March 2012
Barclays Capital September 2008 - August 2010
Lehman Brothers April 2004 - September 2008
Citi June 2003 - April 2004
ABN AMRO September 1999 - September 2002
Duff & Phelps January 1996 - September 1999
Skills
MBS, Portfolio Management, ABS, Risk, Fixed Income, Asset Management, Hedge Funds, Hedging, Swaps, Mortgage, Derivatives, Excel, Analytics, Bonds, Capital Markets, CMBS, Quant, Valuation, Risk Management, Interest Rate..., Fixed Income Trading, ALM, Rates, Risk Management Systems, Yield Book, Point, Intex Desktop, Credit Derivatives
Education
The University of Chicago 2001 — 2003
MBA, Analytic Finance & Econometrics
Boston University 1988 — 1993
BA, Physics
Deutsche Asset Management August 2013 - Present
UBS Investment Bank August 2010 - March 2012
Barclays Capital September 2008 - August 2010
Lehman Brothers April 2004 - September 2008
Citi June 2003 - April 2004
ABN AMRO September 1999 - September 2002
Duff & Phelps January 1996 - September 1999
Skills
MBS, Portfolio Management, ABS, Risk, Fixed Income, Asset Management, Hedge Funds, Hedging, Swaps, Mortgage, Derivatives, Excel, Analytics, Bonds, Capital Markets, CMBS, Quant, Valuation, Risk Management, Interest Rate..., Fixed Income Trading, ALM, Rates, Risk Management Systems, Yield Book, Point, Intex Desktop, Credit Derivatives
Education
The University of Chicago 2001 — 2003
MBA, Analytic Finance & Econometrics
Boston University 1988 — 1993
BA, Physics
Nicole Niceforo's UBS Investment Bank Experience June 2006 - August 2006
Job
Industry Financial Services
Experience
UBS Global Asset Management 2007 - 2011
UBS Investment Bank June 2006 - August 2006
Smith Barney - Citigroup 2001 - 2005
ABN AMRO Bank N.V. 1999 - 2001
J.P. Morgan 1997 - 1999
Bankers Trust Company 1996 - 1997
Skills
Emerging Markets, Fixed Income, Capital Markets, Equities, Trading, Financial Markets, Latin America, Options, Spanish, Business Development, International Finance, Financial Services, Bonds, Asset Management, International Relations, Client Relationship..., Series 7, Institutional, CRM, Corporate Finance, Portuguese, Foreign Languages, Central Banks, Sales, Sovereign, Offshore, Mexico, International Affairs, Cross-border...
Education
Columbia University in the City of New York
Masters of International Affairs
New York University
Graduate Certificate
Boston University
B.A.
Cold Spring Harbor High School
UBS Global Asset Management 2007 - 2011
UBS Investment Bank June 2006 - August 2006
Smith Barney - Citigroup 2001 - 2005
ABN AMRO Bank N.V. 1999 - 2001
J.P. Morgan 1997 - 1999
Bankers Trust Company 1996 - 1997
Skills
Emerging Markets, Fixed Income, Capital Markets, Equities, Trading, Financial Markets, Latin America, Options, Spanish, Business Development, International Finance, Financial Services, Bonds, Asset Management, International Relations, Client Relationship..., Series 7, Institutional, CRM, Corporate Finance, Portuguese, Foreign Languages, Central Banks, Sales, Sovereign, Offshore, Mexico, International Affairs, Cross-border...
Education
Columbia University in the City of New York
Masters of International Affairs
New York University
Graduate Certificate
Boston University
B.A.
Cold Spring Harbor High School
Ed Arce's UBS Investment Bank Experience April 2007 - May 2008
Job Managing Director, Senior Healthcare Analyst at H.C. Wainwright & Co.
Industry Financial Services
Experience
Roth Capital Partners December 2013 - February 2015
MLV & Co. April 2011 - November 2013
Wedbush Morgan Securities June 2010 - April 2011
UBS Investment Bank April 2007 - May 2008
Banco Itaú 2008 - 2008
First Albany Capital (now Broadpoint Gleacher) July 2005 - April 2007
Partners Healthcare November 2004 - January 2005
State Street June 2004 - September 2004
Skills
Equity Research, Equity Valuation, Bloomberg, Financial Modeling, Series 7, Private Equity, Financial Statement..., Pharmaceutical Industry, Investment Management, Valuation, Equities, Investments, Financial Analysis, Capital Markets, Due Diligence
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2004
MSF
Florida International University - College of Business 1997 — 1999
MBA
Florida International University 1988 — 1992
BS
St. Brendan High School
Roth Capital Partners December 2013 - February 2015
MLV & Co. April 2011 - November 2013
Wedbush Morgan Securities June 2010 - April 2011
UBS Investment Bank April 2007 - May 2008
Banco Itaú 2008 - 2008
First Albany Capital (now Broadpoint Gleacher) July 2005 - April 2007
Partners Healthcare November 2004 - January 2005
State Street June 2004 - September 2004
Skills
Equity Research, Equity Valuation, Bloomberg, Financial Modeling, Series 7, Private Equity, Financial Statement..., Pharmaceutical Industry, Investment Management, Valuation, Equities, Investments, Financial Analysis, Capital Markets, Due Diligence
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2004
MSF
Florida International University - College of Business 1997 — 1999
MBA
Florida International University 1988 — 1992
BS
St. Brendan High School
Mark Kheyfetz's UBS Investment Bank Experience July 2001 - July 2005
Job Investment Officer at Boston College
Industry Investment Management
Experience
Boston College March 2013 - Present
MetLife December 2011 - March 2013
Partners HealthCare January 2011 - December 2011
Partners HealthCare January 2008 - December 2010
Libertas Partners June 2006 - August 2006
UBS Investment Bank July 2001 - July 2005
Chatsworth Securities LLC June 1998 - September 1998
Skills
Emerging Markets, Hedge Funds, Alternative Investments, Financial Modeling, Fixed Income, Equities, Investments, Bloomberg, Asset Allocation, Portfolio Management, Asset Managment, Private Equity, Investment Management, Due Diligence, Venture Capital, Risk Management, Investment Strategies, Economics
Education
University of Chicago 1997 — 2001
BA
Brandeis University 2005 — 2007
MBA
Brandeis International Business School 2005 — 2007
MBA
Boston College March 2013 - Present
MetLife December 2011 - March 2013
Partners HealthCare January 2011 - December 2011
Partners HealthCare January 2008 - December 2010
Libertas Partners June 2006 - August 2006
UBS Investment Bank July 2001 - July 2005
Chatsworth Securities LLC June 1998 - September 1998
Skills
Emerging Markets, Hedge Funds, Alternative Investments, Financial Modeling, Fixed Income, Equities, Investments, Bloomberg, Asset Allocation, Portfolio Management, Asset Managment, Private Equity, Investment Management, Due Diligence, Venture Capital, Risk Management, Investment Strategies, Economics
Education
University of Chicago 1997 — 2001
BA
Brandeis University 2005 — 2007
MBA
Brandeis International Business School 2005 — 2007
MBA
Harold (Tray) Spilker's UBS Investment Bank Experience June 2006 - August 2006
Job
Industry Higher Education
Experience
Boston College August 2011 - Present
Cambridge Associates July 2008 - July 2011
K2 Advisors July 2007 - June 2008
University System of Maryland Foundation January 2007 - May 2007
Mayer Fund May 2006 - May 2007
UBS Investment Bank June 2006 - August 2006
Harvard University July 2001 - August 2005
GE June 2000 - June 2001
U.S. Air Force/Air National Guard June 1995 - May 1999
PricewaterhouseCoopers June 1998 - August 1998
Skills
Financial Modeling, Hedge Funds, Institutional..., Finance, Equity Research, Valuation
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2017
Doctor of Philosophy (Ph.D.), Finance
University of Maryland - Robert H. Smith School of Business 2005 — 2007
Master of Business Administration (MBA), Finance, General
Harvard University 2002 — 2005
Graduate Diploma in Management, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 1997 — 2000
BS, Finance/Economics
Boston College August 2011 - Present
Cambridge Associates July 2008 - July 2011
K2 Advisors July 2007 - June 2008
University System of Maryland Foundation January 2007 - May 2007
Mayer Fund May 2006 - May 2007
UBS Investment Bank June 2006 - August 2006
Harvard University July 2001 - August 2005
GE June 2000 - June 2001
U.S. Air Force/Air National Guard June 1995 - May 1999
PricewaterhouseCoopers June 1998 - August 1998
Skills
Financial Modeling, Hedge Funds, Institutional..., Finance, Equity Research, Valuation
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2017
Doctor of Philosophy (Ph.D.), Finance
University of Maryland - Robert H. Smith School of Business 2005 — 2007
Master of Business Administration (MBA), Finance, General
Harvard University 2002 — 2005
Graduate Diploma in Management, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 1997 — 2000
BS, Finance/Economics
Jon Rotolo's UBS Investment Bank Experience June 2003 - August 2003
Job CoFounder, President and Portfolio Manager at Wood Creek Capital Management, LLC
Industry Investment Management
Experience
Wood Creek Capital Management 2005 - Present
Wireless Infrastructure Group December 2012 - Present
Techquity Capital Management August 2008 - Present
Anthem Music and Media Group August 2006 - Present
Concord Music Group April 2013 - Present
Varese Sarabande December 2012 - Present
Norfolk Markets January 2004 - Present
TriStar Investors September 2009 - December 2014
UBS Investment Bank June 2003 - August 2003
State Street January 1998 - June 2002
Education
The Tuck School of Business at Dartmouth 2002 — 2004
MBA
Boston University Questrom School of Business 1999 — 2001
MS, Investment Management
Hamilton College 1993 — 1997
BA, Neuroscience
Winchester High School 1989 — 1993
High School
Wood Creek Capital Management 2005 - Present
Wireless Infrastructure Group December 2012 - Present
Techquity Capital Management August 2008 - Present
Anthem Music and Media Group August 2006 - Present
Concord Music Group April 2013 - Present
Varese Sarabande December 2012 - Present
Norfolk Markets January 2004 - Present
TriStar Investors September 2009 - December 2014
UBS Investment Bank June 2003 - August 2003
State Street January 1998 - June 2002
Education
The Tuck School of Business at Dartmouth 2002 — 2004
MBA
Boston University Questrom School of Business 1999 — 2001
MS, Investment Management
Hamilton College 1993 — 1997
BA, Neuroscience
Winchester High School 1989 — 1993
High School
Kristin Lomicka's UBS Investment Bank Experience November 2006 - June 2008
Job Manager at Accenture (Capital Markets)
Industry Capital Markets
Experience
Accenture May 2011 - Present
BBVA February 2009 - August 2010
UBS Investment Bank November 2006 - June 2008
UBS Investment Bank July 2004 - November 2006
Skills
Spanish, Risk Management, Investment Banking, Fixed Income, Valuation, Financial Modeling, Finance, Derivatives, Capital Markets
Education
Brandeis University, Lemberg - International Business School 2003 — 2004
MA, International Economics and Finance
ESADE Business & Law School 2003 — 2003
Study Abroad for MA in Int'l Economics and Finance
Brandeis University 1999 — 2003
BA, Economics and Spanish
Universidad de Sevilla 2002 — 2002
Study Abroad for BA Economics
Accenture May 2011 - Present
BBVA February 2009 - August 2010
UBS Investment Bank November 2006 - June 2008
UBS Investment Bank July 2004 - November 2006
Skills
Spanish, Risk Management, Investment Banking, Fixed Income, Valuation, Financial Modeling, Finance, Derivatives, Capital Markets
Education
Brandeis University, Lemberg - International Business School 2003 — 2004
MA, International Economics and Finance
ESADE Business & Law School 2003 — 2003
Study Abroad for MA in Int'l Economics and Finance
Brandeis University 1999 — 2003
BA, Economics and Spanish
Universidad de Sevilla 2002 — 2002
Study Abroad for BA Economics
Adam Batkin's UBS Investment Bank Experience August 2010 - October 2011
Job Software Developer at AQR Capital Management
Industry Computer Software
Experience
AQR Capital Management February 2012 - Present
Gilt Groupe October 2011 - January 2012
UBS Investment Bank August 2010 - October 2011
Beat Systems November 2005 - June 2010
Hearst New Media 2000 - 2001
Skills
Java, Perl, XML, Subversion, MySQL, Python, JavaScript, SQL, C, Linux, HTML, C++, Software Development, Unix, Ruby, Programming, jQuery, PostgreSQL, Eclipse, Git, Hibernate, Databases, J2EE, Mac OS X, Security, Software Engineering
Education
Brandeis University 2000 — 2005
BS, Masters, Computer Science
AQR Capital Management February 2012 - Present
Gilt Groupe October 2011 - January 2012
UBS Investment Bank August 2010 - October 2011
Beat Systems November 2005 - June 2010
Hearst New Media 2000 - 2001
Skills
Java, Perl, XML, Subversion, MySQL, Python, JavaScript, SQL, C, Linux, HTML, C++, Software Development, Unix, Ruby, Programming, jQuery, PostgreSQL, Eclipse, Git, Hibernate, Databases, J2EE, Mac OS X, Security, Software Engineering
Education
Brandeis University 2000 — 2005
BS, Masters, Computer Science
Seth Cohen's UBS Investment Bank Experience June 2002 - February 2005
Job Matchmaker at Eleven Canterbury LLC
Industry Financial Services
Experience
Eleven Canterbury, LLC September 2009 - Present
UBS February 2005 - September 2008
UBS Investment Bank June 2002 - February 2005
UBS Investment Bank May 1999 - June 2002
UBS Investment Bank August 1996 - June 1998
Skills
Foreign Exchange, Banking, FX Options, Venture Capital, Investments, Capital Markets, Financial Markets, Equities, Investment Banking, Private Equity, Management Consulting, Financial Services, Business Strategy, Offshore Outsourcing, Global Business..., Angel Investing, Business, Offshoring, Leadership, Derivatives, Fixed Income, Trading, Hedge Funds, Business Development, Electronic Trading, Start-ups, Finance, Executive Management, Strategy, IT Management, IT Solutions, Management
Education
Brandeis University 1980 — 1984
B.A., Economics
North Brunswick High School 1976 — 1980
Eleven Canterbury, LLC September 2009 - Present
UBS February 2005 - September 2008
UBS Investment Bank June 2002 - February 2005
UBS Investment Bank May 1999 - June 2002
UBS Investment Bank August 1996 - June 1998
Skills
Foreign Exchange, Banking, FX Options, Venture Capital, Investments, Capital Markets, Financial Markets, Equities, Investment Banking, Private Equity, Management Consulting, Financial Services, Business Strategy, Offshore Outsourcing, Global Business..., Angel Investing, Business, Offshoring, Leadership, Derivatives, Fixed Income, Trading, Hedge Funds, Business Development, Electronic Trading, Start-ups, Finance, Executive Management, Strategy, IT Management, IT Solutions, Management
Education
Brandeis University 1980 — 1984
B.A., Economics
North Brunswick High School 1976 — 1980
Mark F. Thielking's UBS Investment Bank Experience December 2006 - May 2008
Job Energy Improvement Corporation (Energize NY); Logical Efficiency LLC
Industry Capital Markets
Experience
Energy Improvement Corporation / Energize NY 2011 - Present
Self Employed June 2010 - Present
Town of Bedford December 2008 - Present
UBS Investment Bank December 2006 - May 2008
UBS Investment Bank November 2000 - December 2006
PaineWebber February 1990 - November 2000
Skills
Trading, Derivatives, Energy, Fixed Income, Renewable Energy, Bloomberg, Interest Rate..., Financial Markets, Financial Modeling, Emerging Markets, Valuation, Private Equity, Project Management, Energy Efficiency, Hedging, Project Finance, Clean Energy..., Renewable Energy Markets
Education
Boston University 1985 — 1989
Economics
Energy Improvement Corporation / Energize NY 2011 - Present
Self Employed June 2010 - Present
Town of Bedford December 2008 - Present
UBS Investment Bank December 2006 - May 2008
UBS Investment Bank November 2000 - December 2006
PaineWebber February 1990 - November 2000
Skills
Trading, Derivatives, Energy, Fixed Income, Renewable Energy, Bloomberg, Interest Rate..., Financial Markets, Financial Modeling, Emerging Markets, Valuation, Private Equity, Project Management, Energy Efficiency, Hedging, Project Finance, Clean Energy..., Renewable Energy Markets
Education
Boston University 1985 — 1989
Economics
Aviva Roumani's UBS Investment Bank Experience May 2006 - August 2006
Job LionTree LLC
Industry Financial Services
Experience
LionTree LLC May 2013 - Present
Showtime Networks December 2011 - March 2013
Showtime Networks February 2008 - December 2011
UBS Investment Bank May 2006 - August 2006
Krupin O'Brien LLC May 2004 - August 2004
NIH May 2003 - May 2004
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Business Analysis, Analysis, Corporate Finance, Finance
Education
Brandeis University 2003 — 2007
LionTree LLC May 2013 - Present
Showtime Networks December 2011 - March 2013
Showtime Networks February 2008 - December 2011
UBS Investment Bank May 2006 - August 2006
Krupin O'Brien LLC May 2004 - August 2004
NIH May 2003 - May 2004
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Business Analysis, Analysis, Corporate Finance, Finance
Education
Brandeis University 2003 — 2007
Chansak Charoenying's UBS Investment Bank Experience 2004 - 2007
Job Ops at SAC Capital
Industry Financial Services
Experience
SAC Capital AnalystS.A.C. Capital Advisors, LLC2007 - Present
UBS Investment Bank 2004 - 2007
AIG Trading Group 2000 - 2003
Education
Boston University Questrom School of Business 1994 — 1997
SAC Capital AnalystS.A.C. Capital Advisors, LLC2007 - Present
UBS Investment Bank 2004 - 2007
AIG Trading Group 2000 - 2003
Education
Boston University Questrom School of Business 1994 — 1997
Lauren (Sherrard) Azizian's UBS Investment Bank Experience June 2007 - August 2007
Job Client Manager, Vice President at Bank of America
Industry Banking
Experience
Bank of America November 2012 - Present
Citibank July 2008 - November 2012
UBS Investment Bank June 2007 - August 2007
UBS Investment Bank June 2006 - August 2006
Skills
Credit Analysis, Portfolio Management, Commercial Banking, Commercial Lending, Financial Analysis, Due Diligence, Business Relationship..., Finance, Trade Finance, Underwriting, Retail Banking, Financial Services, Investments, Financial Risk, Cash Management, Asset Managment, Strategic Financial..., Relationship Management, Risk Management, Capital Markets, Loan Origination, Asset Management
Education
New York University - Leonard N. Stern School of Business 2011 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services
Boston University - School of Management 2004 — 2008
BA, Finance, Marketing
Bank of America November 2012 - Present
Citibank July 2008 - November 2012
UBS Investment Bank June 2007 - August 2007
UBS Investment Bank June 2006 - August 2006
Skills
Credit Analysis, Portfolio Management, Commercial Banking, Commercial Lending, Financial Analysis, Due Diligence, Business Relationship..., Finance, Trade Finance, Underwriting, Retail Banking, Financial Services, Investments, Financial Risk, Cash Management, Asset Managment, Strategic Financial..., Relationship Management, Risk Management, Capital Markets, Loan Origination, Asset Management
Education
New York University - Leonard N. Stern School of Business 2011 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services
Boston University - School of Management 2004 — 2008
BA, Finance, Marketing
Vanessa (Martelli) Marquez's UBS Investment Bank Experience 1997 - 1998
Job Vice President at Gibraltar Private Bank & Trust
Industry Banking
Experience
Gibraltar Private Bank & Trust 2005 - Present
Breakstone & Ruth International 2002 - 2004
Merrill Lynch 2000 - 2002
Lehman Brothers 1998 - 2000
UBS Investment Bank 1997 - 1998
Education
Boston College 1991 — 1995
Westminster Christian School
High School
Gibraltar Private Bank & Trust 2005 - Present
Breakstone & Ruth International 2002 - 2004
Merrill Lynch 2000 - 2002
Lehman Brothers 1998 - 2000
UBS Investment Bank 1997 - 1998
Education
Boston College 1991 — 1995
Westminster Christian School
High School
Man-Ni Lui's UBS Investment Bank Experience August 2010 - July 2013
Job VP Project Manager Prime Service IT
Industry Investment Banking
Experience
Barclays July 2013 - Present
UBS Investment Bank August 2010 - July 2013
UBS Investment Bank July 2004 - July 2010
J&W Seligman 1999 - 2002
Skills
Bloomberg, Derivatives, Equities, Hedge Funds, Fixed Income, Project Management, Business Analysis, Investment Banking, Options, Capital Markets, Portfolio Management, Securities, Prime Brokerage, Financial Risk, Trading Systems
Education
Boston University 1999 — 2012
MS, Banking, Financial Services
Pace University - Lubin School of Business 1992 — 1996
BBA, Management Science, Mathematics
Barclays July 2013 - Present
UBS Investment Bank August 2010 - July 2013
UBS Investment Bank July 2004 - July 2010
J&W Seligman 1999 - 2002
Skills
Bloomberg, Derivatives, Equities, Hedge Funds, Fixed Income, Project Management, Business Analysis, Investment Banking, Options, Capital Markets, Portfolio Management, Securities, Prime Brokerage, Financial Risk, Trading Systems
Education
Boston University 1999 — 2012
MS, Banking, Financial Services
Pace University - Lubin School of Business 1992 — 1996
BBA, Management Science, Mathematics
Christopher Stavros's UBS Investment Bank Experience November 2000 - February 2005
Job Executive Vice President Chief Financial Officer at Occidental Petroleum Corp.
Industry Oil & Energy
Experience
Occidental Petroleum Corp. February 2005 - June 2014
UBS Investment Bank November 2000 - February 2005
Paine Webber May 1997 - November 2000
Prudential Securities July 1992 - May 1997
Skills
Natural Gas, Valuation, Financial Analysis, Mergers & Acquisitions, Financial Modeling, Due Diligence, Energy, Investor Relations, Asset Management, Corporate Finance, Corporate Communications, Oil/Gas, Oil Industry, Oil Analysis, Oil & Gas Exploration, Corporate Governance, Treasury, Treasury Management, Treasury Services, Risk Management, Financial Risk, Credit Risk, Investors, Investment Banking, Investor Sales, Hedge Funds, Oil & Gas
Education
University of Rochester - Simon Business School 1990 — 1992
MBA, Finance
Boston University Questrom School of Business 1981 — 1985
BSBA, Accounting
Occidental Petroleum Corp. February 2005 - June 2014
UBS Investment Bank November 2000 - February 2005
Paine Webber May 1997 - November 2000
Prudential Securities July 1992 - May 1997
Skills
Natural Gas, Valuation, Financial Analysis, Mergers & Acquisitions, Financial Modeling, Due Diligence, Energy, Investor Relations, Asset Management, Corporate Finance, Corporate Communications, Oil/Gas, Oil Industry, Oil Analysis, Oil & Gas Exploration, Corporate Governance, Treasury, Treasury Management, Treasury Services, Risk Management, Financial Risk, Credit Risk, Investors, Investment Banking, Investor Sales, Hedge Funds, Oil & Gas
Education
University of Rochester - Simon Business School 1990 — 1992
MBA, Finance
Boston University Questrom School of Business 1981 — 1985
BSBA, Accounting
David Belmont, CFA's UBS Investment Bank Experience June 2010 - June 2011
Job Chief Risk Officer
Industry Investment Management
Experience
Commonfund June 2011 - Present
UBS Investment Bank June 2010 - June 2011
UBS Investment Bank January 2007 - June 2010
Temasek Holdings PTE LTD. 2004 - 2006
NEXGEN Financial Solutions Pvt. Ltd. 2002 - 2004
Skills
Hedge Funds, Investment Banking, Derivatives, Investment Management, Equities, Private Equity, Commodity Risk..., Real Estate Investment, International Equities, Emerging Markets
Education
Yale University - Yale School of Management 1989 — 1992
MBA, International Finance
Yale University 1989 — 1992
MSC, International Relations (Economics)
Bowdoin College 1984 — 1988
BA, Economics/Statistics/History - Cum Laude
Commonfund June 2011 - Present
UBS Investment Bank June 2010 - June 2011
UBS Investment Bank January 2007 - June 2010
Temasek Holdings PTE LTD. 2004 - 2006
NEXGEN Financial Solutions Pvt. Ltd. 2002 - 2004
Skills
Hedge Funds, Investment Banking, Derivatives, Investment Management, Equities, Private Equity, Commodity Risk..., Real Estate Investment, International Equities, Emerging Markets
Education
Yale University - Yale School of Management 1989 — 1992
MBA, International Finance
Yale University 1989 — 1992
MSC, International Relations (Economics)
Bowdoin College 1984 — 1988
BA, Economics/Statistics/History - Cum Laude
Lisa Roitman's UBS Investment Bank Experience 2001 - 2003
Job General Counsel at Litespeed Partners
Industry Capital Markets
Experience
Litespeed Partners September 2013 - Present
The Kenmar Group March 2011 - September 2013
Lehman Brothers Holdings Inc November 2008 - March 2011
Lehman Brothers June 2007 - November 2008
HSBC Bank USA May 2003 - March 2007
UBS Investment Bank 2001 - 2003
Bankers Trust Company 1994 - 1999
Skills
Structured Finance, Hedge Funds, Financial Structuring, Derivatives, Equities, Restructuring, Mutual Funds, Private Equity, Alternative Investments, Securities, Fixed Income, Capital Markets, Asset Management, Corporate Governance, Securities Regulation
Education
Boston University School of Law 1993 — 1994
LLM, Morin Center for Banking Law Studies
New England Law Boston 1990 — 1993
JD, Law
Mount Holyoke College 1986 — 1990
ba, anthropology
Litespeed Partners September 2013 - Present
The Kenmar Group March 2011 - September 2013
Lehman Brothers Holdings Inc November 2008 - March 2011
Lehman Brothers June 2007 - November 2008
HSBC Bank USA May 2003 - March 2007
UBS Investment Bank 2001 - 2003
Bankers Trust Company 1994 - 1999
Skills
Structured Finance, Hedge Funds, Financial Structuring, Derivatives, Equities, Restructuring, Mutual Funds, Private Equity, Alternative Investments, Securities, Fixed Income, Capital Markets, Asset Management, Corporate Governance, Securities Regulation
Education
Boston University School of Law 1993 — 1994
LLM, Morin Center for Banking Law Studies
New England Law Boston 1990 — 1993
JD, Law
Mount Holyoke College 1986 — 1990
ba, anthropology
Edward Rubin's UBS Investment Bank Experience April 2000 - April 2005
Job Managing Director Telecom Investment Banking
Industry Investment Banking
Experience
Cowen and Company April 2008 - Present
Deutsche Bank April 2005 - April 2008
UBS Investment Bank April 2000 - April 2005
Dresdner Kleinwort Benson May 1999 - April 2000
KPMG US May 1996 - April 1999
Skills
Investment Banking, Valuation, Corporate Finance, Financial Modeling, M&A experience, Mergers, Due Diligence, Restructuring, Financial Analysis, LBO, Capital Markets, Equities
Education
Boston University - School of Management 1992 — 1996
Bachelor of Science (BS), Accounting and Finance
Cowen and Company April 2008 - Present
Deutsche Bank April 2005 - April 2008
UBS Investment Bank April 2000 - April 2005
Dresdner Kleinwort Benson May 1999 - April 2000
KPMG US May 1996 - April 1999
Skills
Investment Banking, Valuation, Corporate Finance, Financial Modeling, M&A experience, Mergers, Due Diligence, Restructuring, Financial Analysis, LBO, Capital Markets, Equities
Education
Boston University - School of Management 1992 — 1996
Bachelor of Science (BS), Accounting and Finance
Steven Shin's UBS Investment Bank Experience April 2015 - Present
Job Prime Services Risk at UBS
Industry Financial Services
Experience
UBS Investment Bank April 2015 - Present
Barclays Capital May 2010 - April 2015
TUDOR INVESTMENT CORPORATION April 2008 - May 2010
Soros Fund Management March 2006 - March 2008
IBM April 2003 - April 2004
Interwoven May 2000 - April 2003
Skills
Derivatives, Bloomberg, Equities, Portfolio Management, FX Options, Hedge Funds, Investment Banking, Financial Risk, Commodity, VAR, Prime Brokerage, Stress Testing, Credit, Mutual Funds, Fixed Income, Global Macro, Trading Systems, VBA, Financial Modeling, Market Risk
Education
Columbia University in the City of New York 2003 — 2006
MA
Brandeis University 1994 — 1999
BA
Roslyn High School
UBS Investment Bank April 2015 - Present
Barclays Capital May 2010 - April 2015
TUDOR INVESTMENT CORPORATION April 2008 - May 2010
Soros Fund Management March 2006 - March 2008
IBM April 2003 - April 2004
Interwoven May 2000 - April 2003
Skills
Derivatives, Bloomberg, Equities, Portfolio Management, FX Options, Hedge Funds, Investment Banking, Financial Risk, Commodity, VAR, Prime Brokerage, Stress Testing, Credit, Mutual Funds, Fixed Income, Global Macro, Trading Systems, VBA, Financial Modeling, Market Risk
Education
Columbia University in the City of New York 2003 — 2006
MA
Brandeis University 1994 — 1999
BA
Roslyn High School
Evan Koster's UBS Investment Bank Experience 2005 - 2007
Job Partner at Law Firm
Industry Law Practice
Experience
Law Firm PartnerDewey Ballantine LLP2007 - Present
Dewey and LeBoeuf 2007 - 2009
UBS Investment Bank 2005 - 2007
UBS Investment Bank 2005 - 2007
Citibank 2001 - 2005
Citibank 2001 - 2005
Citi Private Bank 2001 - 2005
Citi 2001 - 2005
Citigroup 2001 - 2005
Chadbourne & Parke LLP 1997 - 2001
Education
Brandeis International Business School 1981 — 1985
BA, Economics
Brandeis University 1981 — 1985
Syosset High School 1978 — 1981
Law Firm PartnerDewey Ballantine LLP2007 - Present
Dewey and LeBoeuf 2007 - 2009
UBS Investment Bank 2005 - 2007
UBS Investment Bank 2005 - 2007
Citibank 2001 - 2005
Citibank 2001 - 2005
Citi Private Bank 2001 - 2005
Citi 2001 - 2005
Citigroup 2001 - 2005
Chadbourne & Parke LLP 1997 - 2001
Education
Brandeis International Business School 1981 — 1985
BA, Economics
Brandeis University 1981 — 1985
Syosset High School 1978 — 1981
Stacey Tate-Woodward's UBS Investment Bank Experience September 2007 - May 2011
Job Instructor at Seneca Academy
Industry Financial Services
Experience
Seneca Academy August 2012 - June 2013
UBS Investment Bank September 2007 - May 2011
UBS Investment Bank July 2001 - August 2007
Morgan Stanley September 2000 - May 2001
School of the Holy Child August 1996 - June 2000
Columbia Grammar and Preparatory School August 1992 - June 1996
Skills
Due Diligence, Project Management, Real Estate, Valuation, Financial Modeling, PowerPoint
Education
The University of Connecticut 2002 — 2004
Advanced Business Certificate in Finance
Boston College 1990 — 1994
MA, History
Boston College 1986 — 1990
BA, History and Secondary Education
Seneca Academy August 2012 - June 2013
UBS Investment Bank September 2007 - May 2011
UBS Investment Bank July 2001 - August 2007
Morgan Stanley September 2000 - May 2001
School of the Holy Child August 1996 - June 2000
Columbia Grammar and Preparatory School August 1992 - June 1996
Skills
Due Diligence, Project Management, Real Estate, Valuation, Financial Modeling, PowerPoint
Education
The University of Connecticut 2002 — 2004
Advanced Business Certificate in Finance
Boston College 1990 — 1994
MA, History
Boston College 1986 — 1990
BA, History and Secondary Education
Gary Bishop's UBS Investment Bank Experience June 2007 - May 2014
Job Consultative Sales, Financial Services Sector, IBM Analytics Group at IBM
Industry Financial Services
Experience
IBM August 2015 - Present
GE Capital May 2014 - August 2015
UBS Investment Bank June 2007 - May 2014
Credit Suisse April 2005 - June 2007
Deutsche Bank October 1998 - April 2005
Skills
Change Management, Investment Banking, Fixed Income, Derivatives, Equities, Capital Markets, Hedge Funds, Trading Systems, Bloomberg, Financial Markets, Middle Office, FX Options, Trading, Equity Derivatives, Electronic Trading, Financial Modeling, Reference Data
Education
Fordham Gabelli School of Business 1993 — 1995
MBA, Corporate Finance
Boston University 1988 — 1992
BA, Economcs
IBM August 2015 - Present
GE Capital May 2014 - August 2015
UBS Investment Bank June 2007 - May 2014
Credit Suisse April 2005 - June 2007
Deutsche Bank October 1998 - April 2005
Skills
Change Management, Investment Banking, Fixed Income, Derivatives, Equities, Capital Markets, Hedge Funds, Trading Systems, Bloomberg, Financial Markets, Middle Office, FX Options, Trading, Equity Derivatives, Electronic Trading, Financial Modeling, Reference Data
Education
Fordham Gabelli School of Business 1993 — 1995
MBA, Corporate Finance
Boston University 1988 — 1992
BA, Economcs
Elizabeth Bauler's UBS Investment Bank Experience 1999 - 2005
Job Consultant: Business, Teambuilding, Leadership Training, Real Estate,
Industry Real Estate
Experience
United Loan Company April 2008 - Present
Shelly's Loan & Jewelry Co. April 2008 - Present
Professional Teambuilding August 2005 - Present
Coldwell Banker Residential Brokerage October 2014 - Present
ERL Real Estate, Inc/ Baird & Warner October 2005 - October 2014
Loyola University Chicago August 2008 - December 2008
UBS Investment Bank 1999 - 2005
Skills
Event Planning, Marketing, Strategic Planning, Negotiation, Marketing Strategy, CRM, Public Speaking, Project Management, Management, Social Media, Asset Management, Leadership, Team Building, Sales, New Business Development, Entrepreneurship, Contract Negotiation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2001
MBA, International Marketing and Finance
Boston University 1992 — 1995
Bachelors of Arts, Double Major in Economics &International Relations, Minor in Business Administration
Highland Park High School 1988 — 1992
United Loan Company April 2008 - Present
Shelly's Loan & Jewelry Co. April 2008 - Present
Professional Teambuilding August 2005 - Present
Coldwell Banker Residential Brokerage October 2014 - Present
ERL Real Estate, Inc/ Baird & Warner October 2005 - October 2014
Loyola University Chicago August 2008 - December 2008
UBS Investment Bank 1999 - 2005
Skills
Event Planning, Marketing, Strategic Planning, Negotiation, Marketing Strategy, CRM, Public Speaking, Project Management, Management, Social Media, Asset Management, Leadership, Team Building, Sales, New Business Development, Entrepreneurship, Contract Negotiation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2001
MBA, International Marketing and Finance
Boston University 1992 — 1995
Bachelors of Arts, Double Major in Economics &International Relations, Minor in Business Administration
Highland Park High School 1988 — 1992
Corey Sieven, CFA's UBS Investment Bank Experience August 2014 - Present
Job Associate Director at UBS Investment Bank
Industry Insurance
Experience
UBS Investment Bank August 2014 - Present
Standard & Poor's March 2012 - August 2014
Standard & Poor's May 2010 - March 2012
First Republic Bank August 2007 - April 2010
Skills
Microsoft Excel, Outlook, Fixed Income, Wealth Management, US GAAP, Statutory Accounting, VBA, PowerPoint, Microsoft Word, Bloomberg, BondEdge, Insurance, Life Insurance, Structured Products, Insurance Linked..., ALM, Chartered Financial...
Education
Boston University 2003 — 2006
Bachelor of Science, Economics & International Relations
UBS Investment Bank August 2014 - Present
Standard & Poor's March 2012 - August 2014
Standard & Poor's May 2010 - March 2012
First Republic Bank August 2007 - April 2010
Skills
Microsoft Excel, Outlook, Fixed Income, Wealth Management, US GAAP, Statutory Accounting, VBA, PowerPoint, Microsoft Word, Bloomberg, BondEdge, Insurance, Life Insurance, Structured Products, Insurance Linked..., ALM, Chartered Financial...
Education
Boston University 2003 — 2006
Bachelor of Science, Economics & International Relations
Marissa Pelliccia's UBS Investment Bank Experience July 2010 - August 2012
Job FP&A for Access and Energy at Google
Industry Investment Banking
Experience
Google November 2014 - Present
Google August 2012 - November 2014
UBS Investment Bank July 2010 - August 2012
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Capital Markets, Financial Analysis, Microsoft Excel, Economics, International Relations, DCF, LBO, Financial Markets, Spanish, Market Analysis, PowerPoint, Alternative Investments, International Business, International..., Finance, Business Strategy, Analysis
Education
Brandeis University, Lemberg - International Business School 2008 — 2010
MA, International Economics and Finance
University of Cape Town 2010 — 2010
Graduate School of Business, Study Abroad in Cape Town, South Africa
Wellesley College 2005 — 2009
BA, International Relations, Economics
School for International Training 2007 — 2007
Study Abroad, Durban, South Africa: Reconciliation & Development
Google November 2014 - Present
Google August 2012 - November 2014
UBS Investment Bank July 2010 - August 2012
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Capital Markets, Financial Analysis, Microsoft Excel, Economics, International Relations, DCF, LBO, Financial Markets, Spanish, Market Analysis, PowerPoint, Alternative Investments, International Business, International..., Finance, Business Strategy, Analysis
Education
Brandeis University, Lemberg - International Business School 2008 — 2010
MA, International Economics and Finance
University of Cape Town 2010 — 2010
Graduate School of Business, Study Abroad in Cape Town, South Africa
Wellesley College 2005 — 2009
BA, International Relations, Economics
School for International Training 2007 — 2007
Study Abroad, Durban, South Africa: Reconciliation & Development
Pedro Dominguez's UBS Investment Bank Experience June 2008 - July 2011
Job Vice President at Morgan Stanley
Industry Information Technology and Services
Experience
Wells Fargo Securities May 2012 - August 2014
Lava Trading, Citigroup August 2011 - May 2012
UBS Investment Bank June 2008 - July 2011
Bear Stearns April 2007 - June 2008
Citigroup August 2003 - April 2007
Lucent Technologies August 1998 - April 2003
Skills
Unix, C, C++, Linux, Solaris, Multithreading, Sockets, Multicast, TCP/UDP, Market Data, Perl, Equities, Order Management, Trading Systems, Low Latency
Education
Boston University 1996 — 1998
MS
Pontificia Universidad Católica del Perú
BS
Wells Fargo Securities May 2012 - August 2014
Lava Trading, Citigroup August 2011 - May 2012
UBS Investment Bank June 2008 - July 2011
Bear Stearns April 2007 - June 2008
Citigroup August 2003 - April 2007
Lucent Technologies August 1998 - April 2003
Skills
Unix, C, C++, Linux, Solaris, Multithreading, Sockets, Multicast, TCP/UDP, Market Data, Perl, Equities, Order Management, Trading Systems, Low Latency
Education
Boston University 1996 — 1998
MS
Pontificia Universidad Católica del Perú
BS
Marc Waldman's UBS Investment Bank Experience June 2006 - March 2013
Job Managing Director at Deutsche Bank
Industry Real Estate
Experience
Deutsche Bank April 2013 - Present
UBS Investment Bank June 2006 - March 2013
UBS Investment Bank June 2006 - March 2013
GMAC Commercial Mortgage May 2004 - March 2006
Skills
Valuation, Capital Markets, Structured Finance, Asset Management, Due Diligence, Financial Modeling, Securitization, Real Estate Economics
Education
Emory University - Goizueta Business School 2002 — 2004
MBA, Finance & Real Estate
Boston University 1995 — 1999
BS, Finance
Boston University Questrom School of Business 1995 — 1999
BS, Finance
Deutsche Bank April 2013 - Present
UBS Investment Bank June 2006 - March 2013
UBS Investment Bank June 2006 - March 2013
GMAC Commercial Mortgage May 2004 - March 2006
Skills
Valuation, Capital Markets, Structured Finance, Asset Management, Due Diligence, Financial Modeling, Securitization, Real Estate Economics
Education
Emory University - Goizueta Business School 2002 — 2004
MBA, Finance & Real Estate
Boston University 1995 — 1999
BS, Finance
Boston University Questrom School of Business 1995 — 1999
BS, Finance
Laura Figlina's UBS Investment Bank Experience August 2005 - November 2009
Job Vice President, Capital Services at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2012 - Present
Oakpoint Advisors, LLC January 2010 - May 2011
UBS Investment Bank August 2005 - November 2009
Skills
Financial Services, Strategy, Marketing, Sales, Hedge Funds, Valuation, Investment Banking, Equity Research, Financial Modeling, Alternative Investments, Equities, Bloomberg, Emerging Markets, Fixed Income, Derivatives, Prime Brokerage
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Finance & Marketing
Boston University 2001 — 2005
BA, Psychology & Economics
Credit Suisse July 2012 - Present
Oakpoint Advisors, LLC January 2010 - May 2011
UBS Investment Bank August 2005 - November 2009
Skills
Financial Services, Strategy, Marketing, Sales, Hedge Funds, Valuation, Investment Banking, Equity Research, Financial Modeling, Alternative Investments, Equities, Bloomberg, Emerging Markets, Fixed Income, Derivatives, Prime Brokerage
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Finance & Marketing
Boston University 2001 — 2005
BA, Psychology & Economics
Mark Michalek's UBS Investment Bank Experience 2006 - Present
Job Equity Sales at UBS Financial Services
Industry Financial Services
Experience
UBS Equity SalesUBS Financial ServicesMay 2006 - Present
UBS Investment Bank 2006 - Present
Merrill Lynch 2004 - 2006
Education
University of Colorado Denver 2005 — 2008
MBA, Finance
Boston University 1998 — 2002
BA, Economics
Regis
UBS Equity SalesUBS Financial ServicesMay 2006 - Present
UBS Investment Bank 2006 - Present
Merrill Lynch 2004 - 2006
Education
University of Colorado Denver 2005 — 2008
MBA, Finance
Boston University 1998 — 2002
BA, Economics
Regis
Romy Foster's UBS Investment Bank Experience 2002 - 2004
Job Trading Operations Associate at Castleton Commodities International (formerly Louis Dreyfus Highbridge Energy)
Industry Oil & Energy
Experience
Louis Dreyfus Highbridge Energy March 2010 - Present
MF Global 2004 - 2007
UBS Investment Bank 2002 - 2004
Louis Dreyfus June 2000 - August 2000
Skills
Hedging, Commodity Markets, Trading, Commodity, Options, Derivatives, Trading Systems, Bloomberg, Energy Markets, Market Risk, Swaps, VBA
Education
Boston University Questrom School of Business 1997 — 2001
BSBA, Finance and Economics
Louis Dreyfus Highbridge Energy March 2010 - Present
MF Global 2004 - 2007
UBS Investment Bank 2002 - 2004
Louis Dreyfus June 2000 - August 2000
Skills
Hedging, Commodity Markets, Trading, Commodity, Options, Derivatives, Trading Systems, Bloomberg, Energy Markets, Market Risk, Swaps, VBA
Education
Boston University Questrom School of Business 1997 — 2001
BSBA, Finance and Economics
Brian Berger's UBS Investment Bank Experience 2000 - 2005
Job Senior Vice President at Glocap Search
Industry Capital Markets
Experience
Glocap Search Managing DirectorUBSJanuary 2000 - August 2005
UBS Investment Bank 2000 - 2005
Cowen & Company 1987 - 2000
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Capital Markets, Investment Banking, Venture Capital, Asset Management, Private Equity, Series 7
Education
New York University - Leonard N. Stern School of Business 1970 — 1976
MBA, Economics
Boston University 1967 — 1968
MS, Communications
Clark University 1962 — 1966
AB, English
Glocap Search Managing DirectorUBSJanuary 2000 - August 2005
UBS Investment Bank 2000 - 2005
Cowen & Company 1987 - 2000
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Capital Markets, Investment Banking, Venture Capital, Asset Management, Private Equity, Series 7
Education
New York University - Leonard N. Stern School of Business 1970 — 1976
MBA, Economics
Boston University 1967 — 1968
MS, Communications
Clark University 1962 — 1966
AB, English
Giovanni Galeotafiore's UBS Investment Bank Experience July 2005 - Present
Job Executive Director, Credit Officer at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2005 - Present
Standard & Poor's August 2001 - July 2005
Skills
Investment Banking, Credit Risk, Due Diligence, Leveraged Finance, Risk Management, Valuation, Capital Markets, Bloomberg, Derivatives, High Yield, Loans, ABL
Education
Hofstra University 1997 — 2001
BBA, Banking and Finance
Boston University - School of Management
Banking and Finance
UBS Investment Bank July 2005 - Present
Standard & Poor's August 2001 - July 2005
Skills
Investment Banking, Credit Risk, Due Diligence, Leveraged Finance, Risk Management, Valuation, Capital Markets, Bloomberg, Derivatives, High Yield, Loans, ABL
Education
Hofstra University 1997 — 2001
BBA, Banking and Finance
Boston University - School of Management
Banking and Finance
Joan Plensa's UBS Investment Bank Experience 2006 - 2008
Job Capital Management Family Office
Industry Financial Services
Experience
Private Family Office January 2009 - Present
Consulting September 2012 - March 2014
Plensa Pineault Capital, Ltd. August 2009 - July 2012
UBS Investment Bank 2006 - 2008
Skills
Securitization, Structured Finance, CDO, Proprietary Trading, Fixed Income, Derivatives, Hedge Funds, Capital Markets, Bloomberg, Investment Banking, Alternative Investments, Portfolio Management, Asset Management, Trading Systems, Financial Modeling, Intex, Systematic Trading, Trepp
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2006
MS, Computational Finance
Boston University
BS, Aerospace Engineering
Private Family Office January 2009 - Present
Consulting September 2012 - March 2014
Plensa Pineault Capital, Ltd. August 2009 - July 2012
UBS Investment Bank 2006 - 2008
Skills
Securitization, Structured Finance, CDO, Proprietary Trading, Fixed Income, Derivatives, Hedge Funds, Capital Markets, Bloomberg, Investment Banking, Alternative Investments, Portfolio Management, Asset Management, Trading Systems, Financial Modeling, Intex, Systematic Trading, Trepp
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2006
MS, Computational Finance
Boston University
BS, Aerospace Engineering
Anton Van Zuylen, CFA, CPA's UBS Investment Bank Experience July 2009 - September 2010
Job at Jane Street Capital
Industry Financial Services
Experience
Jane Street Capital September 2010 - Present
UBS Investment Bank July 2009 - September 2010
Deloitte & Touche August 2006 - July 2009
Skills
Management, Leadership, Valuation, Financial Analysis
Education
Boston University Questrom School of Business 2002 — 2006
BSBA, Finance & Accounting
Jane Street Capital September 2010 - Present
UBS Investment Bank July 2009 - September 2010
Deloitte & Touche August 2006 - July 2009
Skills
Management, Leadership, Valuation, Financial Analysis
Education
Boston University Questrom School of Business 2002 — 2006
BSBA, Finance & Accounting
Bonnie Pierson-Murphy's UBS Investment Bank Experience February 2004 - August 2013
Job Vice President and Assistant General Counsel at IBM
Industry Financial Services
Experience
IBM August 2014 - Present
IBM August 2013 - August 2014
UBS Investment Bank February 2004 - August 2013
Paul, Hastings, Janofsky & Walker LLP September 1992 - February 2004
Skills
Litigation, Employment Law, Class Actions, Discrimination, Employee Benefits, Employment...
Education
Boston University School of Law 1989 — 1992
J.D., Law
Colgate University 1985 — 1989
B.A., English, Religion
IBM August 2014 - Present
IBM August 2013 - August 2014
UBS Investment Bank February 2004 - August 2013
Paul, Hastings, Janofsky & Walker LLP September 1992 - February 2004
Skills
Litigation, Employment Law, Class Actions, Discrimination, Employee Benefits, Employment...
Education
Boston University School of Law 1989 — 1992
J.D., Law
Colgate University 1985 — 1989
B.A., English, Religion
Steve Canter, Jr. CFA's UBS Investment Bank Experience June 2009 - May 2013
Job Director at UBS Wealth Management
Industry Investment Management
Experience
UBS Wealth Management May 2013 - Present
UBS Investment Bank June 2009 - May 2013
Ellington Management Group 2007 - November 2009
State Street Global Advisors 1994 - 2007
Skills
Emerging Markets, Investments, Debt, Trading, Valuation, Credit Analysis, Fixed Income, High Yield, Hedge Funds, Wealth Management, Series 7, Credit, Credit Risk, Financial Risk
Education
Boston University 1990 — 1994
BA, Economics
Suffield Academy 1986 — 1990
UBS Wealth Management May 2013 - Present
UBS Investment Bank June 2009 - May 2013
Ellington Management Group 2007 - November 2009
State Street Global Advisors 1994 - 2007
Skills
Emerging Markets, Investments, Debt, Trading, Valuation, Credit Analysis, Fixed Income, High Yield, Hedge Funds, Wealth Management, Series 7, Credit, Credit Risk, Financial Risk
Education
Boston University 1990 — 1994
BA, Economics
Suffield Academy 1986 — 1990
Jeffrey Dortona's UBS Investment Bank Experience April 2012 - Present
Job Executive Director at UBS
Industry Real Estate
Experience
UBS Investment Bank April 2012 - Present
FundCore Finance Group February 2009 - May 2012
Merrill Lynch May 2007 - February 2009
Rainwine Real Estate Group July 2005 - May 2007
Skills
Due Diligence, Loans, Finance, Mortgage Lending, Real Estate, Underwriting, Commercial Mortgages, Loan Origination, Securitization, Investors, Analysis, Management, CMBS, Real Estate Economics, Asset Management
Education
Boston University 2001 — 2005
Business Administration, Finance and Real Estate
UBS Investment Bank April 2012 - Present
FundCore Finance Group February 2009 - May 2012
Merrill Lynch May 2007 - February 2009
Rainwine Real Estate Group July 2005 - May 2007
Skills
Due Diligence, Loans, Finance, Mortgage Lending, Real Estate, Underwriting, Commercial Mortgages, Loan Origination, Securitization, Investors, Analysis, Management, CMBS, Real Estate Economics, Asset Management
Education
Boston University 2001 — 2005
Business Administration, Finance and Real Estate
Karen Wendell's UBS Investment Bank Experience 2005 - Present
Job Managing Director at UBS AG
Industry Financial Services
Experience
UBS Investment Bank 2005 - Present
Lehman Brothers 1997 - 2005
Barclays Bank PLC October 1995 - March 1997
Kidder Peabody 1988 - 1995
Shearson Lehman Hutton 1985 - 1988
Skills
US broker dealer..., Equities trading and..., Electronic trading..., Securities Regulation, Futures regulation, Compliance, Legal Advice, Broker-Dealer, Equity Trading, Electronic Trading, Derivatives, Securities, Hedge Funds, Equities, Prime Brokerage, Financial Markets, Trading, Investment Banking, FINRA, Structured Products, Securities Lending, Fixed Income
Education
Boston University School of Law
Juris Doctor
Smith College
Bachelors, American Studies
UBS Investment Bank 2005 - Present
Lehman Brothers 1997 - 2005
Barclays Bank PLC October 1995 - March 1997
Kidder Peabody 1988 - 1995
Shearson Lehman Hutton 1985 - 1988
Skills
US broker dealer..., Equities trading and..., Electronic trading..., Securities Regulation, Futures regulation, Compliance, Legal Advice, Broker-Dealer, Equity Trading, Electronic Trading, Derivatives, Securities, Hedge Funds, Equities, Prime Brokerage, Financial Markets, Trading, Investment Banking, FINRA, Structured Products, Securities Lending, Fixed Income
Education
Boston University School of Law
Juris Doctor
Smith College
Bachelors, American Studies
Rupesh Parikh's UBS Investment Bank Experience June 2007 - March 2009
Job Senior Equity Research Analyst at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. February 2014 - Present
Oppenheimer & Co. April 2009 - February 2014
UBS Investment Bank June 2007 - March 2009
PwC September 2005 - June 2007
PricewaterhouseCoopers September 2003 - September 2005
Deloitte & Touche June 2002 - August 2002
Wyeth June 2001 - August 2001
Thomson Financial November 1999 - December 2000
Education
Boston University - School of Management 1999 — 2003
BSBA, Finance and Accounting
Oppenheimer & Co. Inc. February 2014 - Present
Oppenheimer & Co. April 2009 - February 2014
UBS Investment Bank June 2007 - March 2009
PwC September 2005 - June 2007
PricewaterhouseCoopers September 2003 - September 2005
Deloitte & Touche June 2002 - August 2002
Wyeth June 2001 - August 2001
Thomson Financial November 1999 - December 2000
Education
Boston University - School of Management 1999 — 2003
BSBA, Finance and Accounting
John Sagan's UBS Investment Bank Experience November 2002 - November 2012
Job 8th grade Mathematics student teacher Fox Lane Middle School
Industry Education Management
Experience
student teacher Fox Lane Middle School August 2015 - Present
Student @ manhattanville January 2014 - August 2015
UBS Investment Bank November 2002 - November 2012
UBS April 2000 - November 2002
UBS 1996 - 2000
L.F. Rothschild 1986 - 1989
Skills
Series 7, Options, Derivatives, Bloomberg, Fixed Income, Banking, Trading, Emerging Markets, Bonds, Capital Markets, Electronic Trading, Financial Markets, Interest Rate..., Equity Derivatives, Series 63, Hedging, Market Risk, Series 24, ETFs, Credit Trading, Equities, Proprietary Trading, Structured Products, Securities, Rates, Bond Markets, Bloomberg Terminal, MBS, Trading Systems, Alternative Investments, Swaps, Interest Rate Swaps, Asset Management, Financial Risk, Risk Management, Valuation, Investments
Education
Manhattanville College 2014 — 2015
Master's degree
Fordham Gabelli School of Business 1989 — 1991
mba, finance
Boston University 1980 — 1984
Bachelor of Arts (B.A.), economics
Fox Lane High School 1976 — 1980
College prep
student teacher Fox Lane Middle School August 2015 - Present
Student @ manhattanville January 2014 - August 2015
UBS Investment Bank November 2002 - November 2012
UBS April 2000 - November 2002
UBS 1996 - 2000
L.F. Rothschild 1986 - 1989
Skills
Series 7, Options, Derivatives, Bloomberg, Fixed Income, Banking, Trading, Emerging Markets, Bonds, Capital Markets, Electronic Trading, Financial Markets, Interest Rate..., Equity Derivatives, Series 63, Hedging, Market Risk, Series 24, ETFs, Credit Trading, Equities, Proprietary Trading, Structured Products, Securities, Rates, Bond Markets, Bloomberg Terminal, MBS, Trading Systems, Alternative Investments, Swaps, Interest Rate Swaps, Asset Management, Financial Risk, Risk Management, Valuation, Investments
Education
Manhattanville College 2014 — 2015
Master's degree
Fordham Gabelli School of Business 1989 — 1991
mba, finance
Boston University 1980 — 1984
Bachelor of Arts (B.A.), economics
Fox Lane High School 1976 — 1980
College prep
Dimitri Taranov's UBS Investment Bank Experience December 2003 - April 2006
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Silver Point Capital April 2006 - February 2009
UBS Investment Bank December 2003 - April 2006
AIG Financial Products July 2001 - November 2003
TLX Trading Network, Inc. February 2001 - June 2001
Joseph Technology Corporation April 1996 - February 2001
Education
Boston University 1991 — 1995
BS, Engineering
Silver Point Capital April 2006 - February 2009
UBS Investment Bank December 2003 - April 2006
AIG Financial Products July 2001 - November 2003
TLX Trading Network, Inc. February 2001 - June 2001
Joseph Technology Corporation April 1996 - February 2001
Education
Boston University 1991 — 1995
BS, Engineering
Christi Friedman's UBS Investment Bank Experience March 2011 - April 2012
Job Chief Administrative Officer at Sawaya Segalas
Industry Investment Banking
Experience
Sawaya Segalas March 2013 - Present
LionTree LLC June 2012 - March 2013
UBS Investment Bank March 2011 - April 2012
Perella Weinberg Partners May 2007 - April 2011
Warren Tricomi Artist Management November 2003 - March 2006
Conde Nast 1998 - 2001
Skills
Investment Banking, Corporate Finance, Corporate Development, Financial Reporting, Microsoft Excel, Emerging Markets, Equity Research, M&A experience, Hedge Funds, Finance, Securities, Strategic Planning, Business Strategy, Risk Management
Education
Boston University 1992 — 1996
Bachelor of Arts (B.A.), Art History
Manhasset High School 1989 — 1992
Sawaya Segalas March 2013 - Present
LionTree LLC June 2012 - March 2013
UBS Investment Bank March 2011 - April 2012
Perella Weinberg Partners May 2007 - April 2011
Warren Tricomi Artist Management November 2003 - March 2006
Conde Nast 1998 - 2001
Skills
Investment Banking, Corporate Finance, Corporate Development, Financial Reporting, Microsoft Excel, Emerging Markets, Equity Research, M&A experience, Hedge Funds, Finance, Securities, Strategic Planning, Business Strategy, Risk Management
Education
Boston University 1992 — 1996
Bachelor of Arts (B.A.), Art History
Manhasset High School 1989 — 1992
Lee Michel's UBS Investment Bank Experience April 2005 - July 2011
Job Head of US Political Law at Barclays
Industry Financial Services
Experience
Barclays August 2011 - Present
UBS Investment Bank April 2005 - July 2011
Law September 2003 - March 2005
White & Case September 2000 - August 2003
Skills
Intellectual Property, Mergers & Acquisitions, Employment Law, Politics, Anti-corruption, FCPA, Securities, Securities Regulation, Corporate Governance, Corporate Law, Due Diligence, Private Equity, Hedge Funds
Education
Boston University School of Law 1997 — 2000
J.D.
New York University School of Law 2004 — 2005
Enrolled for LLM in Taxation. Degree not completed.
Tufts University 1989 — 1994
B.A.
Barclays August 2011 - Present
UBS Investment Bank April 2005 - July 2011
Law September 2003 - March 2005
White & Case September 2000 - August 2003
Skills
Intellectual Property, Mergers & Acquisitions, Employment Law, Politics, Anti-corruption, FCPA, Securities, Securities Regulation, Corporate Governance, Corporate Law, Due Diligence, Private Equity, Hedge Funds
Education
Boston University School of Law 1997 — 2000
J.D.
New York University School of Law 2004 — 2005
Enrolled for LLM in Taxation. Degree not completed.
Tufts University 1989 — 1994
B.A.
Alex Fazio's UBS Investment Bank Experience August 2003 - July 2007
Job Global Procurement Finance at PepsiCo
Industry Food & Beverages
Experience
PepsiCo October 2012 - Present
Mitsubishi UFJ Securities (USA), Inc. February 2012 - May 2012
Winoker Realty Company February 2009 - October 2010
UBS Investment Bank August 2003 - July 2007
Skills
Corporate Finance, Financial Modeling, Private Equity, Capital Markets, Financial Analysis, Valuation, Investments, Risk Management, Project Finance, Business Strategy, Fixed Income, Entrepreneurship, Spanish, Management Consulting, Equities, Competitive Analysis, Negotiation
Education
Instituto de Empresa 2010 — 2011
MBA, Business Administration
Boston University - School of Management 1999 — 2003
Bachelor of Science, Finance, 3.74
PepsiCo October 2012 - Present
Mitsubishi UFJ Securities (USA), Inc. February 2012 - May 2012
Winoker Realty Company February 2009 - October 2010
UBS Investment Bank August 2003 - July 2007
Skills
Corporate Finance, Financial Modeling, Private Equity, Capital Markets, Financial Analysis, Valuation, Investments, Risk Management, Project Finance, Business Strategy, Fixed Income, Entrepreneurship, Spanish, Management Consulting, Equities, Competitive Analysis, Negotiation
Education
Instituto de Empresa 2010 — 2011
MBA, Business Administration
Boston University - School of Management 1999 — 2003
Bachelor of Science, Finance, 3.74
Arti Toshniwal's UBS Investment Bank Experience March 2008 - May 2009
Job Audit Senior at Deloitte, CPA
Industry Accounting
Experience
Deloitte September 2013 - Present
Toshniwal Enterprises Controls Pvt. Ltd. June 2009 - January 2010
UBS Investment Bank March 2008 - May 2009
Skills
Financial Modeling, Financial Analysis, Strategy, Equities, Analysis, Corporate Finance, Fixed Income, Investment Banking, Mergers & Acquisitions, Data Analysis, Valuation, Finance, Business Development, Bloomberg, Accounting
Education
Brandeis International Business School 2011 — 2013
MA, International Economics and finance
ICFAI Business School, Hyderabad 2006 — 2008
MBA, Finance
Shri Ram College of Commerce 2003 — 2006
B.Com(Honors), Accounting
Deloitte September 2013 - Present
Toshniwal Enterprises Controls Pvt. Ltd. June 2009 - January 2010
UBS Investment Bank March 2008 - May 2009
Skills
Financial Modeling, Financial Analysis, Strategy, Equities, Analysis, Corporate Finance, Fixed Income, Investment Banking, Mergers & Acquisitions, Data Analysis, Valuation, Finance, Business Development, Bloomberg, Accounting
Education
Brandeis International Business School 2011 — 2013
MA, International Economics and finance
ICFAI Business School, Hyderabad 2006 — 2008
MBA, Finance
Shri Ram College of Commerce 2003 — 2006
B.Com(Honors), Accounting
Daniel Ritz's UBS Investment Bank Experience April 2006 - Present
Job Executive Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank April 2006 - Present
UBS 2009 - January 2012
Charles Schwab April 2003 - April 2006
Charles Schwab 2000 - 2006
Peace Corps July 1995 - August 1997
American Express September 1994 - December 1994
Skills
Equities, Series 7, Fixed Income, Risk, Derivatives, SQL, Oracle, Operational Risk..., Financial Analysis, Collateral Management, Financial Regulation, Business Management, Business Objects, Project Coordination, project execution, Project Delivery, Cross-functional Team...
Education
Institute of Management Accountants 2005 — 2005
CFM & CMA, Management Accounting
Boston University Questrom School of Business 1991 — 1995
Business Administration, Finance and Economics
UBS Investment Bank April 2006 - Present
UBS 2009 - January 2012
Charles Schwab April 2003 - April 2006
Charles Schwab 2000 - 2006
Peace Corps July 1995 - August 1997
American Express September 1994 - December 1994
Skills
Equities, Series 7, Fixed Income, Risk, Derivatives, SQL, Oracle, Operational Risk..., Financial Analysis, Collateral Management, Financial Regulation, Business Management, Business Objects, Project Coordination, project execution, Project Delivery, Cross-functional Team...
Education
Institute of Management Accountants 2005 — 2005
CFM & CMA, Management Accounting
Boston University Questrom School of Business 1991 — 1995
Business Administration, Finance and Economics
Jamil Sylvester's UBS Investment Bank Experience July 2010 - October 2011
Job Helping companies unlock the power of user data
Industry Financial Services
Experience
Mixpanel, Inc. September 2015 - Present
Square March 2014 - June 2015
Crowdtap January 2013 - January 2014
Uncommon Schools October 2011 - July 2012
UBS Investment Bank July 2010 - October 2011
JBT Capital June 2009 - July 2010
UBS Investment Bank June 2008 - August 2008
Hughes Hubbard & Reed LLP July 2006 - August 2007
Skills
Social Media, Financial Modeling, Analytics, Web Analytics, Economics, Mobile Analytics, Microsoft Excel, PowerPoint, Equities, Commodity Markets, Product Management, CRM, Bloomberg, Product Marketing, Strategy, Excel, Word, Teaching Experience, Science Education, Derivatives, Client Services, Customer Facing Roles, Microsoft Word
Education
Bowdoin College 2005 — 2009
Bachelors, Economics
Groton School 2000 — 2005
HS Diploma, High School/Secondary Diplomas and Certificates
Mixpanel, Inc. September 2015 - Present
Square March 2014 - June 2015
Crowdtap January 2013 - January 2014
Uncommon Schools October 2011 - July 2012
UBS Investment Bank July 2010 - October 2011
JBT Capital June 2009 - July 2010
UBS Investment Bank June 2008 - August 2008
Hughes Hubbard & Reed LLP July 2006 - August 2007
Skills
Social Media, Financial Modeling, Analytics, Web Analytics, Economics, Mobile Analytics, Microsoft Excel, PowerPoint, Equities, Commodity Markets, Product Management, CRM, Bloomberg, Product Marketing, Strategy, Excel, Word, Teaching Experience, Science Education, Derivatives, Client Services, Customer Facing Roles, Microsoft Word
Education
Bowdoin College 2005 — 2009
Bachelors, Economics
Groton School 2000 — 2005
HS Diploma, High School/Secondary Diplomas and Certificates
Robert L. (Rob) Dellinger's UBS Investment Bank Experience September 2009 - August 2011
Job MBA Candidate at Columbia Business School
Industry Venture Capital & Private Equity
Experience
Columbia Business School August 2014 - Present
Grey Mountain Partners June 2015 - August 2015
Broad Sky Partners March 2015 - May 2015
Intermediate Capital Group September 2011 - June 2014
UBS Investment Bank September 2009 - August 2011
UBS Investment Bank June 2008 - August 2008
BACCredomatic Network May 2007 - July 2007
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2009
BS, Finance & Accounting
Columbia Business School August 2014 - Present
Grey Mountain Partners June 2015 - August 2015
Broad Sky Partners March 2015 - May 2015
Intermediate Capital Group September 2011 - June 2014
UBS Investment Bank September 2009 - August 2011
UBS Investment Bank June 2008 - August 2008
BACCredomatic Network May 2007 - July 2007
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2009
BS, Finance & Accounting
Sarah Worden's UBS Investment Bank Experience August 2011 - September 2012
Job Assistant Vice President
Industry Financial Services
Experience
Citi August 2015 - Present
Citi November 2012 - Present
UBS Investment Bank August 2011 - September 2012
NETE June 2010 - August 2010
International Centre for Trade and Sustainable Development March 2010 - June 2010
IQPC May 2009 - August 2009
Bridgewater Associates May 2008 - August 2008
Skills
Spanish, Event Planning, Data Analysis, Non-profits, Market Research, International Relations, Microsoft Excel, Management, Leadership
Education
The College of William and Mary 2007 — 2011
BA
Boston University 2010 — 2010
International Programs
Citi August 2015 - Present
Citi November 2012 - Present
UBS Investment Bank August 2011 - September 2012
NETE June 2010 - August 2010
International Centre for Trade and Sustainable Development March 2010 - June 2010
IQPC May 2009 - August 2009
Bridgewater Associates May 2008 - August 2008
Skills
Spanish, Event Planning, Data Analysis, Non-profits, Market Research, International Relations, Microsoft Excel, Management, Leadership
Education
The College of William and Mary 2007 — 2011
BA
Boston University 2010 — 2010
International Programs
Roger H. Williams, III's UBS Investment Bank Experience 1997 - 2000
Job Risk Management Professional
Industry Financial Services
Experience
Monic Group, Ltd. 2009 - Present
Royal Bank of Canada 2007 - March 2009
Monic Group, Ltd. 2002 - 2007
Goldman Sachs 2001 - 2002
UBS Investment Bank 1997 - 2000
Lehman Brothers 1992 - 1997
Salomon Brothers 1990 - 1992
Skills
Financial Risk, Foreign Exchange, Auditing, RFP, Project Management, Natural Gas, User Acceptance Testing, Petroleum, Fixed Income, Commodity, Municipal Bonds, Stock Borrow and Loan, Polypaths, Bloomberg Terminal, Murex, Derivative Solutions, Mortgage Securities, Precious Metals, Emerging Markets, GICS, Forwards, Options, Swaps, Derivatives, Capital Markets, Hedge Funds, Portfolio Management, Investment Banking, Equities, Financial Services, Loans, Trading, Financial Modeling, Valuation, Banking, Structured Finance, Mutual Funds, Market Risk, Risk Management, Bonds, Treasury, Currency, MBS
Education
University of Michigan - Stephen M. Ross School of Business 1983 — 1985
MBA, Finance, accounting
Boston University 1976 — 1980
BA, Finance, accounting, political science
Monic Group, Ltd. 2009 - Present
Royal Bank of Canada 2007 - March 2009
Monic Group, Ltd. 2002 - 2007
Goldman Sachs 2001 - 2002
UBS Investment Bank 1997 - 2000
Lehman Brothers 1992 - 1997
Salomon Brothers 1990 - 1992
Skills
Financial Risk, Foreign Exchange, Auditing, RFP, Project Management, Natural Gas, User Acceptance Testing, Petroleum, Fixed Income, Commodity, Municipal Bonds, Stock Borrow and Loan, Polypaths, Bloomberg Terminal, Murex, Derivative Solutions, Mortgage Securities, Precious Metals, Emerging Markets, GICS, Forwards, Options, Swaps, Derivatives, Capital Markets, Hedge Funds, Portfolio Management, Investment Banking, Equities, Financial Services, Loans, Trading, Financial Modeling, Valuation, Banking, Structured Finance, Mutual Funds, Market Risk, Risk Management, Bonds, Treasury, Currency, MBS
Education
University of Michigan - Stephen M. Ross School of Business 1983 — 1985
MBA, Finance, accounting
Boston University 1976 — 1980
BA, Finance, accounting, political science
Randy Cohen's UBS Investment Bank Experience August 2007 - July 2014
Job 2016 MBA Candidate at Carnegie Mellon Tepper School of Business
Industry Logistics and Supply Chain
Experience
Carnegie Mellon Tepper School of Business July 2014 - Present
Liberty Mutual Insurance May 2015 - August 2015
UBS Investment Bank August 2007 - July 2014
Skills
Bloomberg, Fixed Income, Investment Banking, Capital Markets, Derivatives, Equities, Finance
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Operations Management, Operations Research, Strategy
Boston University 2005 — 2007
Master's Degree, Economics
Boston University 2003 — 2007
Bachelor's Degree, Economics
Carnegie Mellon Tepper School of Business July 2014 - Present
Liberty Mutual Insurance May 2015 - August 2015
UBS Investment Bank August 2007 - July 2014
Skills
Bloomberg, Fixed Income, Investment Banking, Capital Markets, Derivatives, Equities, Finance
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Operations Management, Operations Research, Strategy
Boston University 2005 — 2007
Master's Degree, Economics
Boston University 2003 — 2007
Bachelor's Degree, Economics
Ian Weissman's UBS Investment Bank Experience April 2000 - October 2005
Job Managing Director Head of REIT Research at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2014 - Present
ISI Group May 2009 - Present
Merrill Lynch October 2005 - April 2009
UBS Investment Bank April 2000 - October 2005
CIBC World Markets August 1999 - April 2000
Skills
Investments, Valuation, Hedge Funds, Series 63, Investment Management, Financial Modeling, Equity Research, Equities, REIT, Securities, Corporate Finance, Investment Banking, Capital Markets, Alternative Investments, Investment Strategies, Financial Analysis, Asset Management, Portfolio Management, Asset Allocation, Economics, Mutual Funds, Finance, Equity Valuation, Business Valuation, Financial Services, Equity Capital Markets, Real Estate Economics, Private Equity, Financial Markets
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1997 — 1999
MBA, Finance, Accounting
Boston University - School of Management 1990 — 1994
BSBA, Finance, Accounting
Credit Suisse May 2014 - Present
ISI Group May 2009 - Present
Merrill Lynch October 2005 - April 2009
UBS Investment Bank April 2000 - October 2005
CIBC World Markets August 1999 - April 2000
Skills
Investments, Valuation, Hedge Funds, Series 63, Investment Management, Financial Modeling, Equity Research, Equities, REIT, Securities, Corporate Finance, Investment Banking, Capital Markets, Alternative Investments, Investment Strategies, Financial Analysis, Asset Management, Portfolio Management, Asset Allocation, Economics, Mutual Funds, Finance, Equity Valuation, Business Valuation, Financial Services, Equity Capital Markets, Real Estate Economics, Private Equity, Financial Markets
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1997 — 1999
MBA, Finance, Accounting
Boston University - School of Management 1990 — 1994
BSBA, Finance, Accounting
Sebastian Tornatore's UBS Investment Bank Experience July 2008 - June 2009
Job Associate at Levi & Korsinsky, LLP
Industry Law Practice
Experience
Levi & Korsinsky, LLP July 2013 - Present
State of Connecticut Judicial Branch January 2013 - June 2013
Connecticut Law Review May 2011 - May 2012
Sweeney & Griffen January 2011 - August 2011
The University of Connecticut School of Law/ Robinson & Cole LLP Summer Law Institute May 2010 - July 2010
UBS Investment Bank July 2008 - June 2009
Synapse Group Inc. a Time Inc. Company June 2007 - August 2007
Merrill Lynch Global Private Client Group June 2006 - August 2006
Skills
Legal Research, Legal Writing, Litigation, Government, Westlaw
Education
The University of Connecticut School of Law 2009 — 2012
Juris Doctor
Boston College 2004 — 2008
Bachelor of Arts, Political Science, History
Levi & Korsinsky, LLP July 2013 - Present
State of Connecticut Judicial Branch January 2013 - June 2013
Connecticut Law Review May 2011 - May 2012
Sweeney & Griffen January 2011 - August 2011
The University of Connecticut School of Law/ Robinson & Cole LLP Summer Law Institute May 2010 - July 2010
UBS Investment Bank July 2008 - June 2009
Synapse Group Inc. a Time Inc. Company June 2007 - August 2007
Merrill Lynch Global Private Client Group June 2006 - August 2006
Skills
Legal Research, Legal Writing, Litigation, Government, Westlaw
Education
The University of Connecticut School of Law 2009 — 2012
Juris Doctor
Boston College 2004 — 2008
Bachelor of Arts, Political Science, History
Debra Siegel's UBS Investment Bank Experience 2001 - 2003
Job Consultant at Quorum Federal Credit Union
Industry Financial Services
Experience
Quorum Federal Credit Union September 2014 - Present
PepsiCo August 2011 - July 2014
TUDOR INVESTMENT CORPORATION November 2010 - July 2011
Taconic Opera 2003 - 2011
Swiss Re Financial Products July 2009 - August 2010
ING Financial Services June 2005 - September 2008
Resources Global Professionals 2004 - 2005
Cavalry Portfolio Services 2004 - 2004
UBS Investment Bank 2001 - 2003
MTV Networks 1998 - 2001
Skills
Financial Reporting, Financial Analysis, Accounting, Forecasting, Auditing, IFRS, Financial Audits, US GAAP, Account Reconciliation, Management Accounting, Capital Markets, Sarbanes-Oxley Act, Finance, Cash Management, Internal Controls, Variance Analysis, Business Process..., Financial Accounting
Education
Boston University - School of Management 1973 — 1976
BSBA, Accounting
Nasson College - freshman year 1972 — 1973
Freshman Year only, Accounting
Quorum Federal Credit Union September 2014 - Present
PepsiCo August 2011 - July 2014
TUDOR INVESTMENT CORPORATION November 2010 - July 2011
Taconic Opera 2003 - 2011
Swiss Re Financial Products July 2009 - August 2010
ING Financial Services June 2005 - September 2008
Resources Global Professionals 2004 - 2005
Cavalry Portfolio Services 2004 - 2004
UBS Investment Bank 2001 - 2003
MTV Networks 1998 - 2001
Skills
Financial Reporting, Financial Analysis, Accounting, Forecasting, Auditing, IFRS, Financial Audits, US GAAP, Account Reconciliation, Management Accounting, Capital Markets, Sarbanes-Oxley Act, Finance, Cash Management, Internal Controls, Variance Analysis, Business Process..., Financial Accounting
Education
Boston University - School of Management 1973 — 1976
BSBA, Accounting
Nasson College - freshman year 1972 — 1973
Freshman Year only, Accounting
Lyric Schnur's UBS Investment Bank Experience 1995 - 1997
Job Financial Advisor at HefrenTillotson
Industry Financial Services
Experience
Hefren-Tillotson May 1999 - Present
UBS Investment Bank 1995 - 1997
Education
Bowling Green State University 1991 — 1995
business
Hefren-Tillotson May 1999 - Present
UBS Investment Bank 1995 - 1997
Education
Bowling Green State University 1991 — 1995
business
Jina Moon'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
NYSE Euronext May 2012 - August 2012
Rodman & Renshaw, LLC June 2011 - September 2011
PTC Therapeutics June 2010 - September 2010
Skills
Microsoft Excel, Microsoft Word, HTML, SalesLogix, MeetMax, Microsoft PowerPoint, Bloomberg Terminal
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science, BS, Finance, Marketing, Management
Montgomery High School 2006 — 2010
UBS Investment Bank July 2014 - Present
UBS Investment Bank June 2013 - August 2013
NYSE Euronext May 2012 - August 2012
Rodman & Renshaw, LLC June 2011 - September 2011
PTC Therapeutics June 2010 - September 2010
Skills
Microsoft Excel, Microsoft Word, HTML, SalesLogix, MeetMax, Microsoft PowerPoint, Bloomberg Terminal
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science, BS, Finance, Marketing, Management
Montgomery High School 2006 — 2010
Mark Filenbaum's UBS Investment Bank Experience July 2008 - June 2009
Job Vice President at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2015 - Present
Credit Suisse September 2013 - December 2014
Jefferies & Company July 2009 - September 2013
UBS Investment Bank July 2008 - June 2009
Skills
Equities, Investment Banking, Valuation, Financial Modeling, LBO, DCF, Due Diligence, Private Equity
Education
Boston College - Carroll School of Management 2004 — 2008
Bachelor of Science, Finance and Corporate Reporting & Analysis
Credit Suisse January 2015 - Present
Credit Suisse September 2013 - December 2014
Jefferies & Company July 2009 - September 2013
UBS Investment Bank July 2008 - June 2009
Skills
Equities, Investment Banking, Valuation, Financial Modeling, LBO, DCF, Due Diligence, Private Equity
Education
Boston College - Carroll School of Management 2004 — 2008
Bachelor of Science, Finance and Corporate Reporting & Analysis
Chris Kane's UBS Investment Bank Experience August 2006 - May 2008
Job Senior Vice President Investment Banking at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company May 2008 - Present
UBS Investment Bank August 2006 - May 2008
PricewaterhouseCoopers 1999 - 2004
Skills
M&A experience, Distressed M&A, Leveraged Finance, Capital Raising, Debt Restructuring, Investment Banking, Corporate Finance, Financial Sponsors, Private Equity, Corporate Development, Structured Finance, Divestitures, Investments, Mergers, Private Placements
Education
Georgetown University - The McDonough School of Business 2004 — 2006
Master of Business Administration (M.B.A.), Finance
Boston College - Carroll School of Management 1996 — 1999
Bachelor of Science (B.S.), Accounting
Moelis & Company May 2008 - Present
UBS Investment Bank August 2006 - May 2008
PricewaterhouseCoopers 1999 - 2004
Skills
M&A experience, Distressed M&A, Leveraged Finance, Capital Raising, Debt Restructuring, Investment Banking, Corporate Finance, Financial Sponsors, Private Equity, Corporate Development, Structured Finance, Divestitures, Investments, Mergers, Private Placements
Education
Georgetown University - The McDonough School of Business 2004 — 2006
Master of Business Administration (M.B.A.), Finance
Boston College - Carroll School of Management 1996 — 1999
Bachelor of Science (B.S.), Accounting
Christopher Boensch's UBS Investment Bank Experience December 2013 - Present
Job HR Recruiting Operations Coordinator at UBS Investment Bank
Industry Human Resources
Experience
UBS Investment Bank December 2013 - Present
UBS Investment Bank January 2010 - December 2013
Commerzbank AG December 2007 - January 2008
Commerzbank AG June 2005 - August 2005
Commerzbank AG June 2004 - August 2004
Skills
Onboarding, HRIS, Deferred Compensation, Employee Relations, Talent Management, Employee Benefits, Succession Planning, Performance Management, Applicant Tracking..., Human Resources, Workforce Planning, Employee Engagement, PeopleSoft, New Hire Orientations, Payroll
Education
New York University 2005 — 2008
Bachelor of Arts (B.A.), German Language and Literature
Boston University 2004 — 2005
UBS Investment Bank December 2013 - Present
UBS Investment Bank January 2010 - December 2013
Commerzbank AG December 2007 - January 2008
Commerzbank AG June 2005 - August 2005
Commerzbank AG June 2004 - August 2004
Skills
Onboarding, HRIS, Deferred Compensation, Employee Relations, Talent Management, Employee Benefits, Succession Planning, Performance Management, Applicant Tracking..., Human Resources, Workforce Planning, Employee Engagement, PeopleSoft, New Hire Orientations, Payroll
Education
New York University 2005 — 2008
Bachelor of Arts (B.A.), German Language and Literature
Boston University 2004 — 2005
Kathleen Sapios's UBS Investment Bank Experience November 2004 - October 2010
Job Director of Global Tax Operations at Amazon
Industry Retail
Experience
Amazon September 2013 - Present
Royal Bank of Scotland November 2010 - September 2013
UBS Investment Bank November 2004 - October 2010
Merrill Lynch October 2000 - November 2004
Citi October 1996 - October 2000
JPMorgan Chase October 1994 - October 1996
Skills
International Tax, Tax, Tax Advisory, Tax Law, FATCA
Education
Boston University School of Law
Juris Doctor, Law
New York University School of Law
L.L.M., Taxation
University of Michigan
Bachelor of Arts (B.A.), Political Science and Government
Amazon September 2013 - Present
Royal Bank of Scotland November 2010 - September 2013
UBS Investment Bank November 2004 - October 2010
Merrill Lynch October 2000 - November 2004
Citi October 1996 - October 2000
JPMorgan Chase October 1994 - October 1996
Skills
International Tax, Tax, Tax Advisory, Tax Law, FATCA
Education
Boston University School of Law
Juris Doctor, Law
New York University School of Law
L.L.M., Taxation
University of Michigan
Bachelor of Arts (B.A.), Political Science and Government
Richard Uva's UBS Investment Bank Experience September 1990 - January 2009
Job Financial Services Executive and Real Estate Investor
Industry
Experience
UBS Investment Bank September 1990 - January 2009
Education
New York University - Leonard N. Stern School of Business 1987 — 1990
Master of Business Administration (MBA), Finance, General
Harvard University 1979 — 1983
Bachelor's degree, Economics
Boston Latin School
UBS Investment Bank September 1990 - January 2009
Education
New York University - Leonard N. Stern School of Business 1987 — 1990
Master of Business Administration (MBA), Finance, General
Harvard University 1979 — 1983
Bachelor's degree, Economics
Boston Latin School
Vincent Blatney's UBS Investment Bank Experience August 2010 - Present
Job
Industry Financial Services
Experience
UBS Investment Bank August 2010 - Present
Education
Boston College 1992 — 1996
Bachelor of Science (B.S.), Finance, General
UBS Investment Bank August 2010 - Present
Education
Boston College 1992 — 1996
Bachelor of Science (B.S.), Finance, General
Sol Vairavan's UBS Investment Bank Experience October 2009 - May 2010
Job Vice President Healthcare Investment Banking and Strategic Advisory at Ernst & Young
Industry Investment Banking
Experience
Ernst & Young Capital Advisors June 2011 - Present
Credit Suisse June 2010 - May 2011
UBS Investment Bank October 2009 - May 2010
CIT Group, Healthcare Investment Banking June 2006 - October 2009
Skills
Mergers & Acquisitions, Leveraged Finance, Investment Banking, Private Equity, Strategy, Healthcare Information..., Healthcare, Healthcare Industry, Healthcare Reimbursement, Consumer Healthcare, Business Strategy, Business Development, Corporate Strategy..., Lifesciences, Pharmaceutical Industry, Medical Devices, Due Diligence, Financial Modeling, Finance, Valuation, Financial Analysis, Corporate Finance, Healthcare Consulting, M&A experience
Education
Boston University - School of Management
Bachelor of Business Administration (BBA), Finance, General
Ernst & Young Capital Advisors June 2011 - Present
Credit Suisse June 2010 - May 2011
UBS Investment Bank October 2009 - May 2010
CIT Group, Healthcare Investment Banking June 2006 - October 2009
Skills
Mergers & Acquisitions, Leveraged Finance, Investment Banking, Private Equity, Strategy, Healthcare Information..., Healthcare, Healthcare Industry, Healthcare Reimbursement, Consumer Healthcare, Business Strategy, Business Development, Corporate Strategy..., Lifesciences, Pharmaceutical Industry, Medical Devices, Due Diligence, Financial Modeling, Finance, Valuation, Financial Analysis, Corporate Finance, Healthcare Consulting, M&A experience
Education
Boston University - School of Management
Bachelor of Business Administration (BBA), Finance, General
Chris Nadeau's UBS Investment Bank Experience February 2015 - Present
Job Investment Banking Summer Analyst at UBS Investment Bank
Industry
Experience
UBS Investment Bank February 2015 - Present
Jefferies June 2014 - August 2014
Education
Bowdoin College 2012 — 2016
Bachelor's degree, Mathematics
St. Sebastian's School 2009 — 2012
UBS Investment Bank February 2015 - Present
Jefferies June 2014 - August 2014
Education
Bowdoin College 2012 — 2016
Bachelor's degree, Mathematics
St. Sebastian's School 2009 — 2012