UBS Investment Bank
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UBS Investment Bank Employees
Employee
Years
Job
Industry
William Round William Round'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
RBS Markets and International Banking June 2013 - August 2013
Skills
Corporate Finance, Financial Modeling, Financial Accounting, Capital Markets
Education
Brown University 2010 — 2014
B.A., Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2012 — 2012
Business Bridge Program
Mount Lebanon High School 2006 — 2010
UBS Investment Bank July 2014 - Present
RBS Markets and International Banking June 2013 - August 2013
Skills
Corporate Finance, Financial Modeling, Financial Accounting, Capital Markets
Education
Brown University 2010 — 2014
B.A., Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2012 — 2012
Business Bridge Program
Mount Lebanon High School 2006 — 2010
David Favreau David Favreau's UBS Investment Bank Experience March 2015 - Present
Job Compliance Officer at UBS Investment Bank
Industry Government Relations
Experience
UBS Investment Bank March 2015 - Present
Security Industry Specialists, Inc. May 2014 - February 2015
Management Services for Independent Owner Operators January 2013 - December 2013
U.S. Department of State September 2012 - December 2012
Apple March 2012 - August 2012
Stonecrest Properties March 2011 - August 2012
U.S. House of Representatives August 2010 - December 2010
Geek Squad October 2009 - August 2010
Skills
Market Research, Spanish, Portuguese, Public Relations, International Relations, Entrepreneurship, Microsoft Excel, Strategic Planning, Government, American History, Econometrics, Economics, Negotiation, Marketing, Marketing Strategy, Leadership, Politics, Social Media, Research, Customer Service, Data Analysis, Public Speaking, Arabic
Education
Brigham Young University 2010 — 2014
Bachelor of Arts, International Relations
UBS Investment Bank March 2015 - Present
Security Industry Specialists, Inc. May 2014 - February 2015
Management Services for Independent Owner Operators January 2013 - December 2013
U.S. Department of State September 2012 - December 2012
Apple March 2012 - August 2012
Stonecrest Properties March 2011 - August 2012
U.S. House of Representatives August 2010 - December 2010
Geek Squad October 2009 - August 2010
Skills
Market Research, Spanish, Portuguese, Public Relations, International Relations, Entrepreneurship, Microsoft Excel, Strategic Planning, Government, American History, Econometrics, Economics, Negotiation, Marketing, Marketing Strategy, Leadership, Politics, Social Media, Research, Customer Service, Data Analysis, Public Speaking, Arabic
Education
Brigham Young University 2010 — 2014
Bachelor of Arts, International Relations
Chris Hogg Chris Hogg's UBS Investment Bank Experience 2003 - 2006
Job COO at Propeller Health
Industry Internet
Experience
Propeller Health September 2014 - Present
Practice Fusion February 2013 - August 2014
100Plus October 2011 - February 2013
Gilead Sciences March 2009 - October 2011
CV Therapeutics, Inc. 2006 - 2009
UBS Investment Bank 2003 - 2006
Strata Biosciences 1998 - 2001
Skills
Biotechnology, Venture Capital, Pharmaceutical Industry, Lifesciences, Healthcare, Start-ups, Strategic Leadership, Project Planning, Negotiation, Medical Devices, Proposal Writing, Commercialization, Strategy, Entrepreneurship, Product Management, Mergers & Acquisitions, Market Research, Analytics
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA with Honors, Strategy, Entrepreneurship, Finance
Brown University 1993 — 1997
AB, Biology
Propeller Health September 2014 - Present
Practice Fusion February 2013 - August 2014
100Plus October 2011 - February 2013
Gilead Sciences March 2009 - October 2011
CV Therapeutics, Inc. 2006 - 2009
UBS Investment Bank 2003 - 2006
Strata Biosciences 1998 - 2001
Skills
Biotechnology, Venture Capital, Pharmaceutical Industry, Lifesciences, Healthcare, Start-ups, Strategic Leadership, Project Planning, Negotiation, Medical Devices, Proposal Writing, Commercialization, Strategy, Entrepreneurship, Product Management, Mergers & Acquisitions, Market Research, Analytics
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA with Honors, Strategy, Entrepreneurship, Finance
Brown University 1993 — 1997
AB, Biology
Oyeleye Odewunmi Oyeleye Odewunmi's UBS Investment Bank Experience June 2012 - August 2012
Job Associate Consultant at Capco
Industry Higher Education
Experience
Capco August 2015 - Present
EY January 2015 - June 2015
EY June 2014 - August 2014
Brown University September 2013 - May 2014
Barclays Investment Bank June 2013 - August 2013
Brown University December 2011 - May 2013
UBS Investment Bank June 2012 - August 2012
Bear Paw Tutoring January 2011 - May 2012
Skills
Fundraising, Event Planning, Leadership, Tutoring, Community Outreach, Program Management, Budgets, Microsoft Excel, Public Speaking, Data Analysis, Training, Research, Bloomberg Terminal, Customer Service, Nonprofits, Microsoft Office, Non-profits, PowerPoint, FactSet, Investment Banking, Business Advisory, SharePoint, Capital Markets, Capital IQ, Financial Services, Management Consulting
Education
Brown University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Queen Mary, U. of London
Brooklyn Technical High School 2006 — 2010
Advanced Regents High School Diploma, Gateway to Science - Biochemistry
Capco August 2015 - Present
EY January 2015 - June 2015
EY June 2014 - August 2014
Brown University September 2013 - May 2014
Barclays Investment Bank June 2013 - August 2013
Brown University December 2011 - May 2013
UBS Investment Bank June 2012 - August 2012
Bear Paw Tutoring January 2011 - May 2012
Skills
Fundraising, Event Planning, Leadership, Tutoring, Community Outreach, Program Management, Budgets, Microsoft Excel, Public Speaking, Data Analysis, Training, Research, Bloomberg Terminal, Customer Service, Nonprofits, Microsoft Office, Non-profits, PowerPoint, FactSet, Investment Banking, Business Advisory, SharePoint, Capital Markets, Capital IQ, Financial Services, Management Consulting
Education
Brown University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Queen Mary, U. of London
Brooklyn Technical High School 2006 — 2010
Advanced Regents High School Diploma, Gateway to Science - Biochemistry
Robert Sjoberg's UBS Investment Bank Experience July 2011 - December 2012
Job Investment Professional at Perpetual Capital Partners
Industry Venture Capital & Private Equity
Experience
Perpetual Capital Partners July 2014 - Present
Revolution Growth January 2013 - June 2014
UBS Investment Bank July 2011 - December 2012
University Venture Fund March 2009 - June 2011
PricewaterhouseCoopers June 2010 - August 2010
Skills
Financial Modeling, Valuation, Venture Capital, Investment Banking, Due Diligence, Private Equity, Business Valuation, Corporate Finance, Capital Markets, Management, Equities
Education
Brigham Young University 2009 — 2011
M.S., Accountancy
Brigham Young University 2005 — 2009
B.S., Accountancy
Perpetual Capital Partners July 2014 - Present
Revolution Growth January 2013 - June 2014
UBS Investment Bank July 2011 - December 2012
University Venture Fund March 2009 - June 2011
PricewaterhouseCoopers June 2010 - August 2010
Skills
Financial Modeling, Valuation, Venture Capital, Investment Banking, Due Diligence, Private Equity, Business Valuation, Corporate Finance, Capital Markets, Management, Equities
Education
Brigham Young University 2009 — 2011
M.S., Accountancy
Brigham Young University 2005 — 2009
B.S., Accountancy
Jessica McBride Jessica McBride's UBS Investment Bank Experience April 2005 - November 2012
Job Associate Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank April 2005 - November 2012
Guidepost Solutions LLC (f/n/a SafirRosetti LLC) 2003 - March 2005
Marakon Associates 2002 - 2002
PwC 1991 - 2002
Kidder Peabody 1987 - 1991
Arthur Young 1985 - 1987
Skills
Research, Due Diligence, Databases, Market Research, Data Analysis, Business Information, TMT Industry, TMT, Knowledge Management, Competitive Intelligence, Business Development, Business Intelligence, Budgets, Investment Banking, Qualitative Research, Strategy, Bloomberg, Analysis, Financial Modeling, Corporate Finance, Emerging Markets, Management Consulting, Marketing, Training, Finance, Proposal Writing, Valuation, Entrepreneurship
Education
Pratt Institute 1988 — 1990
MLS, Library & Information Science
Brown University 1980 — 1984
BA, Psychology
St Anns 1974 — 1980
UBS Investment Bank April 2005 - November 2012
Guidepost Solutions LLC (f/n/a SafirRosetti LLC) 2003 - March 2005
Marakon Associates 2002 - 2002
PwC 1991 - 2002
Kidder Peabody 1987 - 1991
Arthur Young 1985 - 1987
Skills
Research, Due Diligence, Databases, Market Research, Data Analysis, Business Information, TMT Industry, TMT, Knowledge Management, Competitive Intelligence, Business Development, Business Intelligence, Budgets, Investment Banking, Qualitative Research, Strategy, Bloomberg, Analysis, Financial Modeling, Corporate Finance, Emerging Markets, Management Consulting, Marketing, Training, Finance, Proposal Writing, Valuation, Entrepreneurship
Education
Pratt Institute 1988 — 1990
MLS, Library & Information Science
Brown University 1980 — 1984
BA, Psychology
St Anns 1974 — 1980
Sarah Perlman Sarah Perlman's UBS Investment Bank Experience April 2014 - Present
Job Equity Capital Markets at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank April 2014 - Present
UBS Financial Services Inc August 2012 - March 2014
UBS Financial Services Inc June 2011 - August 2011
Merrill Lynch September 2010 - December 2010
Paraco Gas June 2010 - August 2010
UBS 2009 - 2009
Skills
Bloomberg, Excel, PowerPoint, Factset, French, Series 7, Series 66
Education
Bryant University 2008 — 2012
Bachelor of Science, Business Administration
Bryant University Class of 2012 2008 — 2012
Bachelor of Science, Business Administration; Finance; Business and Management Program
Ridgefield High School 2004 — 2008
UBS Investment Bank April 2014 - Present
UBS Financial Services Inc August 2012 - March 2014
UBS Financial Services Inc June 2011 - August 2011
Merrill Lynch September 2010 - December 2010
Paraco Gas June 2010 - August 2010
UBS 2009 - 2009
Skills
Bloomberg, Excel, PowerPoint, Factset, French, Series 7, Series 66
Education
Bryant University 2008 — 2012
Bachelor of Science, Business Administration
Bryant University Class of 2012 2008 — 2012
Bachelor of Science, Business Administration; Finance; Business and Management Program
Ridgefield High School 2004 — 2008
Alison (Faux) Short Alison (Faux) Short's UBS Investment Bank Experience August 2008 - July 2011
Job Director of Major Gifts at Trinity School
Industry Higher Education
Experience
Trinity School August 2014 - Present
Washington and Lee University July 2012 - July 2014
Harvard Graduate School of Education January 2012 - June 2012
Edvance Foundation August 2011 - December 2011
UBS Investment Bank August 2008 - July 2011
Bucknell University May 2007 - May 2008
Skills
Higher Education, Fundraising, Non-profits, Leadership, Volunteer Management, Event Planning, Public Speaking, Philanthropy, Phonathon, Raiser's Edge, Stewardship, Nonprofits, Alumni Relations, Grants
Education
Harvard University Graduate School of Education 2011 — 2012
Master of Education (M.Ed.), Higher Education Administration
Bucknell University 2004 — 2008
Bachelor of Science (B.S.), Biomedical Engineering
The Westminster Schools 2000 — 2004
Trinity School August 2014 - Present
Washington and Lee University July 2012 - July 2014
Harvard Graduate School of Education January 2012 - June 2012
Edvance Foundation August 2011 - December 2011
UBS Investment Bank August 2008 - July 2011
Bucknell University May 2007 - May 2008
Skills
Higher Education, Fundraising, Non-profits, Leadership, Volunteer Management, Event Planning, Public Speaking, Philanthropy, Phonathon, Raiser's Edge, Stewardship, Nonprofits, Alumni Relations, Grants
Education
Harvard University Graduate School of Education 2011 — 2012
Master of Education (M.Ed.), Higher Education Administration
Bucknell University 2004 — 2008
Bachelor of Science (B.S.), Biomedical Engineering
The Westminster Schools 2000 — 2004
Junli Chen's UBS Investment Bank Experience June 2011 - August 2011
Job Principal Investment Area at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2014 - Present
Greenhill & Co. June 2012 - June 2014
UBS Investment Bank June 2011 - August 2011
China International Capital Corporation July 2010 - August 2010
Skills
DCF, Corporate Finance, Valuation, Investments, Mergers & Acquisitions, Investment Banking, Restructuring, Quantitative Analytics, LBO
Education
Brown University 2009 — 2012
Goldman Sachs July 2014 - Present
Greenhill & Co. June 2012 - June 2014
UBS Investment Bank June 2011 - August 2011
China International Capital Corporation July 2010 - August 2010
Skills
DCF, Corporate Finance, Valuation, Investments, Mergers & Acquisitions, Investment Banking, Restructuring, Quantitative Analytics, LBO
Education
Brown University 2009 — 2012
Felicia Iyamu's UBS Investment Bank Experience June 2013 - August 2013
Job Investment Banking Analyst at Goldman, Sachs & Co.
Industry Investment Banking
Experience
Goldman Sachs June 2014 - Present
Bluestockings Magazine January 2014 - May 2014
Intercollegiate Finance Journal (IFJ) January 2013 - May 2014
Brown Investment Group/ Brown Women in Business September 2011 - May 2014
Chase Manhattan October 2013 - December 2013
Project Dance September 2013 - December 2013
UBS Investment Bank June 2013 - August 2013
UBS Investment Bank June 2012 - August 2012
SEO Career Program February 2012 - June 2012
Suffolk County Sheriff December 2010 - June 2011
Skills
Investment Banking, Microsoft Excel, PowerPoint, Economics, Strategy
Education
Brown University 2010 — 2014
B.A, Economics and Religious Studies Concentration
Goldman Sachs June 2014 - Present
Bluestockings Magazine January 2014 - May 2014
Intercollegiate Finance Journal (IFJ) January 2013 - May 2014
Brown Investment Group/ Brown Women in Business September 2011 - May 2014
Chase Manhattan October 2013 - December 2013
Project Dance September 2013 - December 2013
UBS Investment Bank June 2013 - August 2013
UBS Investment Bank June 2012 - August 2012
SEO Career Program February 2012 - June 2012
Suffolk County Sheriff December 2010 - June 2011
Skills
Investment Banking, Microsoft Excel, PowerPoint, Economics, Strategy
Education
Brown University 2010 — 2014
B.A, Economics and Religious Studies Concentration
D. Maxwell Micciulla's UBS Investment Bank Experience August 2012 - September 2013
Job Associate at Millennial Venturing
Industry Venture Capital & Private Equity
Experience
Millennial Venturing April 2015 - Present
UBS Investment Bank August 2012 - September 2013
De Feis O'Connell & Rose P.C. April 2010 - September 2010
Site4View 2009 - 2009
SoundImage NY 2008 - 2008
Skills
Data Analysis, Equities, Management, Private Equity, Mergers & Acquisitions, Research, Economics, Investment Banking, Econometrics, Corporate Development, Financial Markets, Editing, Fundraising, Start-ups, Fixed Income, Stata, Securities, Prime Brokerage, Bloomberg, SPSS, Economic Development, SBL, Middle Office, Back Office, Settlements
Education
Bucknell University 2007 — 2011
Bachelor of Arts, Economics and Political Science
IES 2010 — 2010
Collegiate School 1995 — 2007
Millennial Venturing April 2015 - Present
UBS Investment Bank August 2012 - September 2013
De Feis O'Connell & Rose P.C. April 2010 - September 2010
Site4View 2009 - 2009
SoundImage NY 2008 - 2008
Skills
Data Analysis, Equities, Management, Private Equity, Mergers & Acquisitions, Research, Economics, Investment Banking, Econometrics, Corporate Development, Financial Markets, Editing, Fundraising, Start-ups, Fixed Income, Stata, Securities, Prime Brokerage, Bloomberg, SPSS, Economic Development, SBL, Middle Office, Back Office, Settlements
Education
Bucknell University 2007 — 2011
Bachelor of Arts, Economics and Political Science
IES 2010 — 2010
Collegiate School 1995 — 2007
John Sheehan John Sheehan's UBS Investment Bank Experience 2010 - 2012
Job Managing Director at Nomura Securities
Industry Investment Banking
Experience
Nomura Securities February 2013 - Present
UBS Investment Bank 2010 - 2012
Credit Suisse 2005 - 2010
Greenwich Capital Markets 2001 - 2005
Bear Stearns 1993 - 2001
Skills
Trading, Investment Banking, Fixed Income, Equities, Capital Markets, Derivatives, Hedge Funds, Alternative Investments
Education
Brown University 1988 — 1992
Bachelor of Arts (B.A.), International Relations
The Lawrenceville School 1984 — 1988
Nomura Securities February 2013 - Present
UBS Investment Bank 2010 - 2012
Credit Suisse 2005 - 2010
Greenwich Capital Markets 2001 - 2005
Bear Stearns 1993 - 2001
Skills
Trading, Investment Banking, Fixed Income, Equities, Capital Markets, Derivatives, Hedge Funds, Alternative Investments
Education
Brown University 1988 — 1992
Bachelor of Arts (B.A.), International Relations
The Lawrenceville School 1984 — 1988
Charles Lenfest's UBS Investment Bank Experience January 2012 - Present
Job Executive Director at UBS AG
Industry Financial Services
Experience
UBS Investment Bank January 2012 - Present
Scotiabank February 2010 - January 2012
Black Mesa Capital, LLC July 2008 - January 2010
Barclays Global Investors 2005 - 2008
Deutsche Bank 2001 - 2005
AK Steel 1997 - 1999
Schlumberger 1995 - 1997
Skills
Fixed Income, Derivatives, Trading, Global Macro, Hedge Funds, Credit Derivatives, Portfolio Management, Quantitative Finance, Structured Products, Interest Rate..., Market Risk, Swaps, Trading Systems, Petroleum, Marksmanship, Offshore Drilling, cattle wrangling, snake charming, shaped charge detonation, Telemark Skiing, Backcountry survival, Offshore Oil Well Log..., Scuba Diving, Electronic Trading, Market Data, Trading Strategies
Education
Carnegie Mellon University - Tepper School of Business 2000 — 2001
M.S., Computational Finance
University of Pittsburgh 1999 — 2000
B.S., Applied Mathematics - Magna Cum Laude
Colorado School of Mines 1993 — 1995
Metallurgical Engineering
Bucknell University 1987 — 1991
B.S., Geotechnical Engineering
East High School 1983 — 1987
Diploma
International School of Geneva 1986 — 1986
Rugby, drinking the boot & haute cuisine
UBS Investment Bank January 2012 - Present
Scotiabank February 2010 - January 2012
Black Mesa Capital, LLC July 2008 - January 2010
Barclays Global Investors 2005 - 2008
Deutsche Bank 2001 - 2005
AK Steel 1997 - 1999
Schlumberger 1995 - 1997
Skills
Fixed Income, Derivatives, Trading, Global Macro, Hedge Funds, Credit Derivatives, Portfolio Management, Quantitative Finance, Structured Products, Interest Rate..., Market Risk, Swaps, Trading Systems, Petroleum, Marksmanship, Offshore Drilling, cattle wrangling, snake charming, shaped charge detonation, Telemark Skiing, Backcountry survival, Offshore Oil Well Log..., Scuba Diving, Electronic Trading, Market Data, Trading Strategies
Education
Carnegie Mellon University - Tepper School of Business 2000 — 2001
M.S., Computational Finance
University of Pittsburgh 1999 — 2000
B.S., Applied Mathematics - Magna Cum Laude
Colorado School of Mines 1993 — 1995
Metallurgical Engineering
Bucknell University 1987 — 1991
B.S., Geotechnical Engineering
East High School 1983 — 1987
Diploma
International School of Geneva 1986 — 1986
Rugby, drinking the boot & haute cuisine
Andrew Petrillo Andrew Petrillo's UBS Investment Bank Experience October 2000 - March 2004
Job Operating Engineer at Petrillo Contracting, Inc.
Industry Construction
Experience
Petrillo Contracting, Inc. April 2004 - Present
UBS Investment Bank October 2000 - March 2004
Greenwich Capital Markets July 1998 - October 2000
UBS Investment Bank September 1997 - June 1998
The Thornwater Company August 1995 - November 1996
Skills
Project Management, Energy, Process Engineering, Project Planning, Renewable Energy, MS Project, Contract Negotiation, Risk Management, Budgets, Sales, Customer Service, Financial Analysis
Education
Wesleyan University 1993 — 1998
M.A.L.S, Modern American Studies, Middletown, CT
Bryant University 1989 — 1993
B.S.B.A, Management, Smithfield, RI
Petrillo Contracting, Inc. April 2004 - Present
UBS Investment Bank October 2000 - March 2004
Greenwich Capital Markets July 1998 - October 2000
UBS Investment Bank September 1997 - June 1998
The Thornwater Company August 1995 - November 1996
Skills
Project Management, Energy, Process Engineering, Project Planning, Renewable Energy, MS Project, Contract Negotiation, Risk Management, Budgets, Sales, Customer Service, Financial Analysis
Education
Wesleyan University 1993 — 1998
M.A.L.S, Modern American Studies, Middletown, CT
Bryant University 1989 — 1993
B.S.B.A, Management, Smithfield, RI
Chris Norwood Chris Norwood's UBS Investment Bank Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at UBS Securities
Industry Investment Banking
Experience
UBS Investment Bank June 2015 - August 2015
BYU Global Financial Advisors January 2015 - April 2015
Peak Capital Partners August 2014 - December 2014
Orchard Securities May 2014 - August 2014
Urbana Custom Clothier January 2014 - May 2014
Church of Jesus Christ of Latter-Day Saints January 2011 - January 2013
Norwood Contracting March 2009 - January 2011
Education
Brigham Young University 2014 — 2016
Finance, Investment Banking, 3.70 GPA
Highland High School 2005 — 2009
High School Diploma
UBS Investment Bank June 2015 - August 2015
BYU Global Financial Advisors January 2015 - April 2015
Peak Capital Partners August 2014 - December 2014
Orchard Securities May 2014 - August 2014
Urbana Custom Clothier January 2014 - May 2014
Church of Jesus Christ of Latter-Day Saints January 2011 - January 2013
Norwood Contracting March 2009 - January 2011
Education
Brigham Young University 2014 — 2016
Finance, Investment Banking, 3.70 GPA
Highland High School 2005 — 2009
High School Diploma
Sophie Fischman Sophie Fischman's UBS Investment Bank Experience August 2009 - September 2010
Job Managing Supervisor at FleishmanHillard
Industry Public Relations and Communications
Experience
FleishmanHillard November 2013 - Present
Cognito October 2010 - November 2013
UBS Investment Bank August 2009 - September 2010
Skills
Strategic Communications, Media Relations, Public Relations, Press Releases, Crisis Communications, Corporate Communications, Social Media, Copy Editing, Marketing Communications, Reputation Management
Education
Bucknell University
Bachelor of Arts, Economics
FleishmanHillard November 2013 - Present
Cognito October 2010 - November 2013
UBS Investment Bank August 2009 - September 2010
Skills
Strategic Communications, Media Relations, Public Relations, Press Releases, Crisis Communications, Corporate Communications, Social Media, Copy Editing, Marketing Communications, Reputation Management
Education
Bucknell University
Bachelor of Arts, Economics
Patrick William Lenhart's UBS Investment Bank Experience August 2010 - August 2011
Job Senior Accounting Analyst at PACCAR
Industry Accounting
Experience
PACCAR June 2014 - Present
PACCAR July 2013 - May 2014
TRUST SR July 2012 - April 2013
Universidade Tuiuti do Paraná July 2012 - August 2012
UBS Investment Bank August 2010 - August 2011
PwC September 2007 - June 2010
Savage Services May 2005 - August 2005
Skills
Accounting, International Business, Financial Reporting, Business Strategy, Investments, Process Improvement, Business Planning, Microsoft Excel, Strategic Planning, Corporate Finance, Financial Analysis, Internal Controls, Brazilian Portuguese, Written & Oral..., Budgets, Internal Audit, Analysis, Finance, US GAAP, Financial Modeling, Sarbanes-Oxley Act, Account Reconciliation, Cash Flow, Management, Financial Accounting, Financial Statements, Leadership, GAAP
Education
St. Mary's University College & Naresuan University 2010 — 2011
Masters in Business Administration (MBA), International Business
Brigham Young University 2006 — 2007
Minor, Information Systems
Brigham Young University 2000 — 2007
Masters/Bachelors, Accountancy
Brigham Young University 2006 — 2006
1-Month Study Abroad, International Business
PACCAR June 2014 - Present
PACCAR July 2013 - May 2014
TRUST SR July 2012 - April 2013
Universidade Tuiuti do Paraná July 2012 - August 2012
UBS Investment Bank August 2010 - August 2011
PwC September 2007 - June 2010
Savage Services May 2005 - August 2005
Skills
Accounting, International Business, Financial Reporting, Business Strategy, Investments, Process Improvement, Business Planning, Microsoft Excel, Strategic Planning, Corporate Finance, Financial Analysis, Internal Controls, Brazilian Portuguese, Written & Oral..., Budgets, Internal Audit, Analysis, Finance, US GAAP, Financial Modeling, Sarbanes-Oxley Act, Account Reconciliation, Cash Flow, Management, Financial Accounting, Financial Statements, Leadership, GAAP
Education
St. Mary's University College & Naresuan University 2010 — 2011
Masters in Business Administration (MBA), International Business
Brigham Young University 2006 — 2007
Minor, Information Systems
Brigham Young University 2000 — 2007
Masters/Bachelors, Accountancy
Brigham Young University 2006 — 2006
1-Month Study Abroad, International Business
Brandan Lingle Brandan Lingle's UBS Investment Bank Experience August 2009 - March 2010
Job Director of Operations at Surgery Partners, LLC
Industry Hospital & Health Care
Experience
Surgery Partners, LLC January 2013 - Present
Jefferies & Company March 2010 - August 2012
UBS Investment Bank August 2009 - March 2010
UBS Investment Bank June 2008 - August 2008
UBS July 2005 - June 2007
UBS June 2004 - August 2004
Skills
Series 7, Investment Banking, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
MBA, Finance, General
Bucknell University 2001 — 2005
Bachelor of Arts (BA), Economics
Surgery Partners, LLC January 2013 - Present
Jefferies & Company March 2010 - August 2012
UBS Investment Bank August 2009 - March 2010
UBS Investment Bank June 2008 - August 2008
UBS July 2005 - June 2007
UBS June 2004 - August 2004
Skills
Series 7, Investment Banking, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
MBA, Finance, General
Bucknell University 2001 — 2005
Bachelor of Arts (BA), Economics
Benjamin Koren Benjamin Koren's UBS Investment Bank Experience 2011 - 2013
Job Founder / CEO at Frameology
Industry Internet
Experience
Frameology 2013 - Present
UBS Investment Bank 2011 - 2013
Voga 2007 - 2009
Shearman & Sterling 2006 - 2007
Education
Columbia University - Columbia Business School 2010 — 2011
MBA
Brown University 2002 — 2006
BA
Fieldston School
Frameology 2013 - Present
UBS Investment Bank 2011 - 2013
Voga 2007 - 2009
Shearman & Sterling 2006 - 2007
Education
Columbia University - Columbia Business School 2010 — 2011
MBA
Brown University 2002 — 2006
BA
Fieldston School
Ilya Regelman's UBS Investment Bank Experience April 2011 - August 2012
Job Associate Director at UBS Investment Bank
Industry Investment Banking
Experience
Nomura Securities March 2013 - Present
UBS Investment Bank April 2011 - August 2012
Complex Structured Products July 2009 - April 2011
UBS Investment Bank July 2005 - July 2009
Education
Brandeis University 2001 — 2005
Economics, 3.71
Brandeis University
Bachelor Degree, Economics; Philosophy; Economics
Nomura Securities March 2013 - Present
UBS Investment Bank April 2011 - August 2012
Complex Structured Products July 2009 - April 2011
UBS Investment Bank July 2005 - July 2009
Education
Brandeis University 2001 — 2005
Economics, 3.71
Brandeis University
Bachelor Degree, Economics; Philosophy; Economics
James Smiles's UBS Investment Bank Experience August 1995 - November 1998
Job Senior Vice President at BB&T Capital Markets
Industry Investment Banking
Experience
BB&T Capital Markets August 2012 - Present
Stifel Nicolaus June 2010 - January 2012
Opus Trading Fund May 2008 - August 2009
RBS Greenwich Capital December 2005 - July 2007
Aladdin Capital Management March 2003 - March 2004
UBS Investment Bank August 1995 - November 1998
Skills
Credit Analysis, Financial Modeling, financial reporting, Bonds, Financial Reporting, Analysis, Trading, Fixed Income
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Brown University 1984 — 1988
BA
BB&T Capital Markets August 2012 - Present
Stifel Nicolaus June 2010 - January 2012
Opus Trading Fund May 2008 - August 2009
RBS Greenwich Capital December 2005 - July 2007
Aladdin Capital Management March 2003 - March 2004
UBS Investment Bank August 1995 - November 1998
Skills
Credit Analysis, Financial Modeling, financial reporting, Bonds, Financial Reporting, Analysis, Trading, Fixed Income
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Brown University 1984 — 1988
BA
David Tafuna David Tafuna's UBS Investment Bank Experience June 2013 - August 2013
Job Associate, Mergers & Acquistions at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
Robert Toigo Foundation September 2012 - June 2014
UBS Investment Bank June 2013 - August 2013
Bank of America Merrill Lynch January 2011 - August 2012
Sage Financial Group December 2009 - January 2011
BYU Football Team September 2004 - December 2008
Non-Profit Organization July 2002 - July 2004
Skills
Strategic Planning, Investments, Microsoft Office, PowerPoint, Excel, Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Valuation, Business Strategy, Finance
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, Accounting
Brigham Young University 2004 — 2008
Business Management
Mesa High School 1998 — 2001
Bank of America Merrill Lynch July 2014 - Present
Robert Toigo Foundation September 2012 - June 2014
UBS Investment Bank June 2013 - August 2013
Bank of America Merrill Lynch January 2011 - August 2012
Sage Financial Group December 2009 - January 2011
BYU Football Team September 2004 - December 2008
Non-Profit Organization July 2002 - July 2004
Skills
Strategic Planning, Investments, Microsoft Office, PowerPoint, Excel, Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Valuation, Business Strategy, Finance
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, Accounting
Brigham Young University 2004 — 2008
Business Management
Mesa High School 1998 — 2001
Neil Malkani's UBS Investment Bank Experience March 2003 - August 2003
Job Senior Program Architect at Salesforce.com
Industry Information Technology and Services
Experience
Salesforce.com June 2015 - Present
IBM April 2008 - March 2015
PricewaterhouseCoopers September 2007 - February 2008
Aetna January 2006 - August 2007
OAG January 2004 - October 2005
Lloyd's of London August 2003 - December 2003
UBS Investment Bank March 2003 - August 2003
Goldman Sachs International July 2001 - March 2003
ING Investment Bank May 2000 - June 2001
Skills
Enterprise Architecture, SOA, Integration, Business Intelligence, SDLC, Enterprise Software, Software Development, IT Strategy, Solution Architecture, Architecture, Business Process, Requirements Analysis, Strategy, Web Services, Agile Methodologies, Federal Enterprise..., TOGAF, Software Project..., Management Consulting, Web Applications, Architectures, Data Warehousing, Strategic Planning, Project Estimation, Financial Markets, Data Modeling, Application Architecture, Business Architecture, UML, Agile Project Management, Cloud Computing, Security, CRM, Salesforce.com
Education
UCL 1992 — 1993
MSc, Computer Science
Brunel University London 1988 — 1992
BSc (hons), Chemical Engineering
Salesforce.com June 2015 - Present
IBM April 2008 - March 2015
PricewaterhouseCoopers September 2007 - February 2008
Aetna January 2006 - August 2007
OAG January 2004 - October 2005
Lloyd's of London August 2003 - December 2003
UBS Investment Bank March 2003 - August 2003
Goldman Sachs International July 2001 - March 2003
ING Investment Bank May 2000 - June 2001
Skills
Enterprise Architecture, SOA, Integration, Business Intelligence, SDLC, Enterprise Software, Software Development, IT Strategy, Solution Architecture, Architecture, Business Process, Requirements Analysis, Strategy, Web Services, Agile Methodologies, Federal Enterprise..., TOGAF, Software Project..., Management Consulting, Web Applications, Architectures, Data Warehousing, Strategic Planning, Project Estimation, Financial Markets, Data Modeling, Application Architecture, Business Architecture, UML, Agile Project Management, Cloud Computing, Security, CRM, Salesforce.com
Education
UCL 1992 — 1993
MSc, Computer Science
Brunel University London 1988 — 1992
BSc (hons), Chemical Engineering
Kate Haueisen Kate Haueisen's UBS Investment Bank Experience 2003 - 2005
Job Marketing and Business Development Consultant
Industry Marketing and Advertising
Experience
Wiggin and Dana LLP December 2008 - September 2011
A Fabulous Affair LLC May 2005 - December 2009
Robinson & Cole LLP April 2007 - December 2008
Trainer Wortham / First Republic Bank May 2005 - January 2007
UBS Investment Bank 2003 - 2005
Goldman Sachs January 2000 - May 2003
Skills
Strategy, Financial Services, Public Speaking, Project Management, Competitive Analysis, Asset Managment, Strategic Partnerships, Marketing Strategy, Networking, Business Development, New Business Development, Sales Presentations, Presentation Coaching, Client Presentation, Coaching, Business Intelligence, Marketing Communications, Asset Management, Corporate Communications, Leadership, Management
Education
The University of Connecticut School of Business 2003 — 2005
MBA, Marketing
Bryant University 1997 — 2000
Bachelor of Science (B.S.), Finance
Wiggin and Dana LLP December 2008 - September 2011
A Fabulous Affair LLC May 2005 - December 2009
Robinson & Cole LLP April 2007 - December 2008
Trainer Wortham / First Republic Bank May 2005 - January 2007
UBS Investment Bank 2003 - 2005
Goldman Sachs January 2000 - May 2003
Skills
Strategy, Financial Services, Public Speaking, Project Management, Competitive Analysis, Asset Managment, Strategic Partnerships, Marketing Strategy, Networking, Business Development, New Business Development, Sales Presentations, Presentation Coaching, Client Presentation, Coaching, Business Intelligence, Marketing Communications, Asset Management, Corporate Communications, Leadership, Management
Education
The University of Connecticut School of Business 2003 — 2005
MBA, Marketing
Bryant University 1997 — 2000
Bachelor of Science (B.S.), Finance
Adam Burnett Adam Burnett's UBS Investment Bank Experience June 2009 - August 2009
Job Vice President at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company January 2014 - Present
Moelis & Company July 2010 - Present
UCLA Anderson School of Management September 2008 - October 2010
UBS Investment Bank June 2009 - August 2009
Citigroup March 2005 - August 2008
RSM Equico April 2004 - March 2005
Brazil, Belo Horizonte LDS Mission January 1998 - March 2000
Skills
Investment Banking, Valuation, Mergers & Acquisitions, Investments, Start-ups, Financial Analysis, Equities, Business Strategy, Private Equity, Financial Structuring, Capital Markets, Management, Corporate Finance, Competitive Analysis, Strategy, Financial Modeling, Portfolio Management, Loans, Microsoft Excel, Due Diligence
Education
UCLA Anderson School of Management 2008 — 2010
MBA, Finance
Brigham Young University 2000 — 2004
B.S., Double Major: Finance & English
University of California, Los Angeles 1996 — 1998
Economics
Troy Tech High School 1992 — 1996
Diploma w/ Honors
Moelis & Company January 2014 - Present
Moelis & Company July 2010 - Present
UCLA Anderson School of Management September 2008 - October 2010
UBS Investment Bank June 2009 - August 2009
Citigroup March 2005 - August 2008
RSM Equico April 2004 - March 2005
Brazil, Belo Horizonte LDS Mission January 1998 - March 2000
Skills
Investment Banking, Valuation, Mergers & Acquisitions, Investments, Start-ups, Financial Analysis, Equities, Business Strategy, Private Equity, Financial Structuring, Capital Markets, Management, Corporate Finance, Competitive Analysis, Strategy, Financial Modeling, Portfolio Management, Loans, Microsoft Excel, Due Diligence
Education
UCLA Anderson School of Management 2008 — 2010
MBA, Finance
Brigham Young University 2000 — 2004
B.S., Double Major: Finance & English
University of California, Los Angeles 1996 — 1998
Economics
Troy Tech High School 1992 — 1996
Diploma w/ Honors
Frank Apellaniz Frank Apellaniz's UBS Investment Bank Experience January 2006 - October 2009
Job VP at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital January 2010 - Present
UBS Investment Bank January 2006 - October 2009
PEROT SYSTEMS CORPORATION / UBS Investment Bank January 1997 - January 2006
PEROT SYSTEMS CORPORATION / UBS Investment Bank 1997 - 2006
UBS Warburg Dillon Reed January 1997 - January 2000
NATIONSBANC CAPITAL MARKETS (CRT Government Services) January 1986 - January 1997
NATIONSBANC CAPITAL MARKETS (CRT Government Services) January 1989 - January 1990
NATIONSBANC CAPITAL MARKETS (CRT Government Services) January 1986 - January 1989
MERRILL LYNCH PIERCE FENNER & SMITH January 1985 - January 1986
Skills
Bloomberg, Business Analysis, CRM, Change Management, Derivatives, Electronic Trading, Enterprise Software, Equities, Fixed Income, IT Service Management, Incident Management, Integration, Investment Banking, Leadership, Management, Market Data, Operations Management, Options, Outsourcing, Performance Improvement, Process Engineering, Sales, Service Delivery, Strategy, System Administration, Systems Management, Team Building, Technical Support, Trading, Trading Systems, Budgets, Unix, Vendor Management, Back Office, Middle Office, Reference Data, Credit Derivatives, Equity Derivatives, FX Options, Prime Brokerage, Bloomberg Terminal, Interest Rate..., Equity Trading, Hedge Funds, Financial Markets
Education
Montclair State University 1981 — 1984
B.S, Business Management/Accounting
Brookdale Community College 1979 — 1981
AA, Accounting/Business
Barclays Capital January 2010 - Present
UBS Investment Bank January 2006 - October 2009
PEROT SYSTEMS CORPORATION / UBS Investment Bank January 1997 - January 2006
PEROT SYSTEMS CORPORATION / UBS Investment Bank 1997 - 2006
UBS Warburg Dillon Reed January 1997 - January 2000
NATIONSBANC CAPITAL MARKETS (CRT Government Services) January 1986 - January 1997
NATIONSBANC CAPITAL MARKETS (CRT Government Services) January 1989 - January 1990
NATIONSBANC CAPITAL MARKETS (CRT Government Services) January 1986 - January 1989
MERRILL LYNCH PIERCE FENNER & SMITH January 1985 - January 1986
Skills
Bloomberg, Business Analysis, CRM, Change Management, Derivatives, Electronic Trading, Enterprise Software, Equities, Fixed Income, IT Service Management, Incident Management, Integration, Investment Banking, Leadership, Management, Market Data, Operations Management, Options, Outsourcing, Performance Improvement, Process Engineering, Sales, Service Delivery, Strategy, System Administration, Systems Management, Team Building, Technical Support, Trading, Trading Systems, Budgets, Unix, Vendor Management, Back Office, Middle Office, Reference Data, Credit Derivatives, Equity Derivatives, FX Options, Prime Brokerage, Bloomberg Terminal, Interest Rate..., Equity Trading, Hedge Funds, Financial Markets
Education
Montclair State University 1981 — 1984
B.S, Business Management/Accounting
Brookdale Community College 1979 — 1981
AA, Accounting/Business
Luke Poole Luke Poole's UBS Investment Bank Experience 2002 - 2007
Job Phase Lending Medical Equipment Financing or Lease
Industry Financial Services
Experience
Phase Lending 2009 - Present
Gerber Group 2007 - 2009
UBS Investment Bank 2002 - 2007
Skills
Automotive Loans, Business Loans, Merchant Services, Business Strategy, Sales
Education
Brigham Young University 2001 — 2007
Bachelor's Degree, Accounting and Finance
Phase Lending 2009 - Present
Gerber Group 2007 - 2009
UBS Investment Bank 2002 - 2007
Skills
Automotive Loans, Business Loans, Merchant Services, Business Strategy, Sales
Education
Brigham Young University 2001 — 2007
Bachelor's Degree, Accounting and Finance
Bryan Adams Bryan Adams's UBS Investment Bank Experience January 2011 - May 2013
Job Vice President at Guy Carpenter
Industry Information Technology and Services
Experience
Guy Carpenter February 2014 - Present
BNY Mellon May 2013 - February 2014
UBS Investment Bank January 2011 - May 2013
Guy Carpenter & Co., LLC June 2004 - January 2011
Skills
Microstrategy, ETL, Data Modeling, Visual Basic, Business Intelligence, Data Integration, VBA, XML, SQL, Analytics, Data Warehousing, Oracle, Databases, Requirements Analysis, SDLC, Database Design, Analysis, Business Analysis
Education
Bryant University 2000 — 2004
Guy Carpenter February 2014 - Present
BNY Mellon May 2013 - February 2014
UBS Investment Bank January 2011 - May 2013
Guy Carpenter & Co., LLC June 2004 - January 2011
Skills
Microstrategy, ETL, Data Modeling, Visual Basic, Business Intelligence, Data Integration, VBA, XML, SQL, Analytics, Data Warehousing, Oracle, Databases, Requirements Analysis, SDLC, Database Design, Analysis, Business Analysis
Education
Bryant University 2000 — 2004
Vincent Mistretta Vincent Mistretta's UBS Investment Bank Experience September 2002 - February 2009
Job CoFounder, President & CoSenior Portfolio Manager
Industry Investment Management
Experience
Coherence Capital Partners LLC January 2012 - Present
Vincent Mistretta Photography January 2010 - Present
JNF Asset Management May 2011 - December 2011
L Plus LLC January 2010 - April 2011
UBS Investment Bank September 2002 - February 2009
SAC Capital Advisors June 2001 - July 2002
HSBC February 2000 - June 2001
Donaldson, Lufkin & Jenrette August 1998 - February 2000
Bear Stearns September 1986 - August 1998
Skills
Asset Management, Credit, Hedge Funds, Fixed Income, Portfolio Management, Alternative Investments, Asset Managment, Investments, Bonds, CDS, Capital Markets, Equities, Derivatives, Emerging Markets, High Yield, Series 7, Trading, Investment Management, Risk Management, Structured Products, Investment Banking, Securities
Education
Bucknell University 1982 — 1986
BA, Economics
Garden City High School 1978 — 1982
Coherence Capital Partners LLC January 2012 - Present
Vincent Mistretta Photography January 2010 - Present
JNF Asset Management May 2011 - December 2011
L Plus LLC January 2010 - April 2011
UBS Investment Bank September 2002 - February 2009
SAC Capital Advisors June 2001 - July 2002
HSBC February 2000 - June 2001
Donaldson, Lufkin & Jenrette August 1998 - February 2000
Bear Stearns September 1986 - August 1998
Skills
Asset Management, Credit, Hedge Funds, Fixed Income, Portfolio Management, Alternative Investments, Asset Managment, Investments, Bonds, CDS, Capital Markets, Equities, Derivatives, Emerging Markets, High Yield, Series 7, Trading, Investment Management, Risk Management, Structured Products, Investment Banking, Securities
Education
Bucknell University 1982 — 1986
BA, Economics
Garden City High School 1978 — 1982
Todd Hellmann Todd Hellmann's UBS Investment Bank Experience 2000 - 2002
Job Managing Partner, Hexagon Advisors, LLC
Industry Investment Banking
Experience
Hexagon Advisors, LLC March 2007 - Present
Influence Technologies February 2015 - Present
Headwaters MB 2005 - 2007
The Metcalf Group 2002 - 2005
UBS Investment Bank 2000 - 2002
JP Morgan (Hambrecht & Quist) 1998 - 2000
CIBC World Markets 1995 - 1998
Houlihan Lokey 1991 - 1995
PaineWebber 1990 - 1991
Skills
Digital Media, Corporate Finance, Investment Banking, Mergers, Growth Capital, Private Equity, Valuation, Venture Capital, Strategy, Capital Raising, Corporate Development, Equities, Mergers & Acquisitions, Due Diligence, Financial Analysis, Financial Modeling, Securities, Private Placements, IPO, M&A experience, Divestitures, Financial Structuring, LBO
Education
Brown University 1986 — 1990
LaSalle Collge High School
Hexagon Advisors, LLC March 2007 - Present
Influence Technologies February 2015 - Present
Headwaters MB 2005 - 2007
The Metcalf Group 2002 - 2005
UBS Investment Bank 2000 - 2002
JP Morgan (Hambrecht & Quist) 1998 - 2000
CIBC World Markets 1995 - 1998
Houlihan Lokey 1991 - 1995
PaineWebber 1990 - 1991
Skills
Digital Media, Corporate Finance, Investment Banking, Mergers, Growth Capital, Private Equity, Valuation, Venture Capital, Strategy, Capital Raising, Corporate Development, Equities, Mergers & Acquisitions, Due Diligence, Financial Analysis, Financial Modeling, Securities, Private Placements, IPO, M&A experience, Divestitures, Financial Structuring, LBO
Education
Brown University 1986 — 1990
LaSalle Collge High School
Lynne Cook Fitzpatrick Lynne Cook Fitzpatrick's UBS Investment Bank Experience June 2004 - May 2006
Job
Industry Financial Services
Experience
CME Group June 2015 - Present
CME Group September 2006 - June 2015
UBS Investment Bank June 2004 - May 2006
Credit Suisse First Boston July 2003 - June 2004
Credit Suisse First Boston June 2000 - June 2003
Skills
Capital Markets, Investment Banking, Derivatives, Valuation, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Securities, Due Diligence, Equities, Financial Markets, Fixed Income, Investments
Education
University of Chicago 2007 — 2010
MBA
Brown University 1996 — 2000
BA
CME Group June 2015 - Present
CME Group September 2006 - June 2015
UBS Investment Bank June 2004 - May 2006
Credit Suisse First Boston July 2003 - June 2004
Credit Suisse First Boston June 2000 - June 2003
Skills
Capital Markets, Investment Banking, Derivatives, Valuation, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Securities, Due Diligence, Equities, Financial Markets, Fixed Income, Investments
Education
University of Chicago 2007 — 2010
MBA
Brown University 1996 — 2000
BA
Dale Shivnarain Dale Shivnarain's UBS Investment Bank Experience 2000 - 2003
Job MedMine, LLC., New York City
Industry Research
Experience
MedMine June 2013 - Present
Investment Technology Group, Inc. June 2011 - May 2013
Coleman Research Group August 2010 - July 2011
Tulsi Capital Partners May 2008 - October 2009
UBS Wealth Management September 2006 - February 2008
Charter Oak Partners 2003 - 2006
UBS Investment Bank 2000 - 2003
Memorial Sloan-Kettering Cancer Center July 1992 - June 1996
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
Finance
New York University 1997 — 1999
Molecular Biology
Brown University 1988 — 1992
The Hotchkiss School
MedMine June 2013 - Present
Investment Technology Group, Inc. June 2011 - May 2013
Coleman Research Group August 2010 - July 2011
Tulsi Capital Partners May 2008 - October 2009
UBS Wealth Management September 2006 - February 2008
Charter Oak Partners 2003 - 2006
UBS Investment Bank 2000 - 2003
Memorial Sloan-Kettering Cancer Center July 1992 - June 1996
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
Finance
New York University 1997 — 1999
Molecular Biology
Brown University 1988 — 1992
The Hotchkiss School
Lee Doty Lee Doty's UBS Investment Bank Experience April 2006 - December 2012
Job Sr. Software Engineer at Amazon.com
Industry Computer Software
Experience
Amazon.com June 2014 - Present
JPMorgan Chase December 2012 - June 2014
UBS Investment Bank April 2006 - December 2012
Bank of America July 2005 - April 2006
CBOE April 2001 - July 2005
Deloitte & Touche Tax Technologies December 1999 - April 2001
Object Design June 1999 - December 1999
Pulsepoint communications 1996 - 1998
Innovative Automation August 1996 - July 1997
Lamb - Grays Harbor January 1995 - August 1996
Skills
Java, Agile Methodologies, Software Development, Unix, SQL, Management, Market Data, XML, Business Analysis, SDLC
Education
Brigham Young University
BS, Computer Science
Amazon.com June 2014 - Present
JPMorgan Chase December 2012 - June 2014
UBS Investment Bank April 2006 - December 2012
Bank of America July 2005 - April 2006
CBOE April 2001 - July 2005
Deloitte & Touche Tax Technologies December 1999 - April 2001
Object Design June 1999 - December 1999
Pulsepoint communications 1996 - 1998
Innovative Automation August 1996 - July 1997
Lamb - Grays Harbor January 1995 - August 1996
Skills
Java, Agile Methodologies, Software Development, Unix, SQL, Management, Market Data, XML, Business Analysis, SDLC
Education
Brigham Young University
BS, Computer Science
Tim White, CPA's UBS Investment Bank Experience September 2000 - June 2004
Job Cofounder at New Energies
Industry Oil & Energy
Experience
New Energies June 2014 - Present
CT Department of Energy & Environmental Protection, Office of the Commissioner May 2014 - August 2014
Yale University June 2012 - August 2014
CT Green Bank May 2013 - August 2013
Blogger January 2006 - June 2013
Haitian Health Foundation October 2010 - April 2012
Cheshire Town Council 2003 - October 2010
People's United Bank September 2005 - August 2010
Bethany Clean Energy Task Force 2006 - 2006
UBS Investment Bank September 2000 - June 2004
Skills
HTML, Writing
Education
Yale University 2012 — 2015
Master of Environmental Management, Business, Energy, and the Environment
Bryant University 1990 — 1994
Bachelor of Science (BS), Accounting
Cheshire High School 1986 — 1990
New Energies June 2014 - Present
CT Department of Energy & Environmental Protection, Office of the Commissioner May 2014 - August 2014
Yale University June 2012 - August 2014
CT Green Bank May 2013 - August 2013
Blogger January 2006 - June 2013
Haitian Health Foundation October 2010 - April 2012
Cheshire Town Council 2003 - October 2010
People's United Bank September 2005 - August 2010
Bethany Clean Energy Task Force 2006 - 2006
UBS Investment Bank September 2000 - June 2004
Skills
HTML, Writing
Education
Yale University 2012 — 2015
Master of Environmental Management, Business, Energy, and the Environment
Bryant University 1990 — 1994
Bachelor of Science (BS), Accounting
Cheshire High School 1986 — 1990
Burke Cook Burke Cook's UBS Investment Bank Experience 2004 - 2006
Job Managing Director at Tower Research Capital
Industry Capital Markets
Experience
Tower Research Capital March 2014 - Present
NASDAQ OMX 2011 - March 2014
Barclays Capital August 2010 - September 2011
Barclays Capital August 2008 - July 2010
Lehman Brothers January 2006 - August 2008
UBS Investment Bank 2004 - 2006
Skills
Equities, Capital Markets, Trading Systems, Regulatory Affairs, Equity Trading, Legal Compliance, Corporate Governance, Negotiation, Legal Writing, Compliance Monitoring, Strategy, Securities, Electronic Trading, Bloomberg, Financial Markets, Trading
Education
Brooklyn Law School
JD, Law
Trinity-Pawling School
University of Delaware
Bachelor's degree, Political Science and Government
Tower Research Capital March 2014 - Present
NASDAQ OMX 2011 - March 2014
Barclays Capital August 2010 - September 2011
Barclays Capital August 2008 - July 2010
Lehman Brothers January 2006 - August 2008
UBS Investment Bank 2004 - 2006
Skills
Equities, Capital Markets, Trading Systems, Regulatory Affairs, Equity Trading, Legal Compliance, Corporate Governance, Negotiation, Legal Writing, Compliance Monitoring, Strategy, Securities, Electronic Trading, Bloomberg, Financial Markets, Trading
Education
Brooklyn Law School
JD, Law
Trinity-Pawling School
University of Delaware
Bachelor's degree, Political Science and Government
D. Christopher Walker D. Christopher Walker's UBS Investment Bank Experience November 2014 - Present
Job Head of Regulatory Exams at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank November 2014 - Present
UBS Securities April 2011 - Present
CME Group March 2009 - April 2011
FINRA May 2005 - March 2009
Beam & Astarita, LLC November 2002 - May 2005
US Securities and Exchange Commission May 2001 - August 2001
New York Stock Exchange, Inc. February 1999 - May 2001
Paine Webber September 1996 - February 1999
TD Waterhouse October 1994 - July 1996
Skills
Corporate Governance, Securities, Corporate Law, Risk Management, Derivatives, Due Diligence, Capital Markets, Securities Regulation, Financial Regulation, Hedge Funds, FINRA, Series 7, Fixed Income, Equities
Education
New York Law School 2009 — 2013
LL.M., Financial Services Law
Brooklyn Law School 1998 — 2002
J.D., Law
Florida State University 1989 — 1993
B.A., History and International Affairs
UBS Investment Bank November 2014 - Present
UBS Securities April 2011 - Present
CME Group March 2009 - April 2011
FINRA May 2005 - March 2009
Beam & Astarita, LLC November 2002 - May 2005
US Securities and Exchange Commission May 2001 - August 2001
New York Stock Exchange, Inc. February 1999 - May 2001
Paine Webber September 1996 - February 1999
TD Waterhouse October 1994 - July 1996
Skills
Corporate Governance, Securities, Corporate Law, Risk Management, Derivatives, Due Diligence, Capital Markets, Securities Regulation, Financial Regulation, Hedge Funds, FINRA, Series 7, Fixed Income, Equities
Education
New York Law School 2009 — 2013
LL.M., Financial Services Law
Brooklyn Law School 1998 — 2002
J.D., Law
Florida State University 1989 — 1993
B.A., History and International Affairs
Kyla Harrington's UBS Investment Bank Experience July 2013 - November 2014
Job Office Coordinator at SoulCycle
Industry Health, Wellness and Fitness
Experience
SoulCycle February 2015 - Present
SoulCycle November 2014 - February 2015
UBS Investment Bank July 2013 - November 2014
UBS Investment Bank June 2012 - August 2012
Brown University Sports Foundation June 2010 - June 2012
leGassick Squash Camp June 2010 - June 2010
Skills
Research, Social Media, Editing, Fundraising, Event Planning, Community Outreach, Nonprofits, Facebook, Economics, Teaching, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Data Analysis, Public Speaking, Financial Modeling, Writing
Education
Brown University 2009 — 2013
Bachelor of Arts, Economics and History
University of Cape Town 2011 — 2011
Semester Study Abroad
Convent of the Sacred Heart 2001 — 2009
High School
SoulCycle February 2015 - Present
SoulCycle November 2014 - February 2015
UBS Investment Bank July 2013 - November 2014
UBS Investment Bank June 2012 - August 2012
Brown University Sports Foundation June 2010 - June 2012
leGassick Squash Camp June 2010 - June 2010
Skills
Research, Social Media, Editing, Fundraising, Event Planning, Community Outreach, Nonprofits, Facebook, Economics, Teaching, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Data Analysis, Public Speaking, Financial Modeling, Writing
Education
Brown University 2009 — 2013
Bachelor of Arts, Economics and History
University of Cape Town 2011 — 2011
Semester Study Abroad
Convent of the Sacred Heart 2001 — 2009
High School
Chris Maiberger Chris Maiberger's UBS Investment Bank Experience August 1997 - November 2012
Job Director of Compliance at Citi
Industry Financial Services
Experience
Citi April 2013 - Present
UBS Investment Bank August 1997 - November 2012
Citibank, N.A. October 1994 - July 1997
Cadbury Beverages July 1994 - October 1994
KGFI June 1993 - December 1993
Skills
Trading Systems, Electronic Trading, Equity Derivatives, Data Warehousing, Reference Data, Investment Banking, Fixed Income, US Equities, High Frequency Trading, Equities Technology, Securities Regulation, Data Analysis, Market Structure, Databases, ETFs, FINRA, Trade Compliance, Data Mining, Technology Management, Information Management, Volume Testing, Market Data, Derivatives, Product Design, Technology, Hedge Funds, Fix Protocol, Equities, Capital Markets, Management, Risk Management, Financial Services, SQL
Education
Bucknell University
Bachelor of Arts
Citi April 2013 - Present
UBS Investment Bank August 1997 - November 2012
Citibank, N.A. October 1994 - July 1997
Cadbury Beverages July 1994 - October 1994
KGFI June 1993 - December 1993
Skills
Trading Systems, Electronic Trading, Equity Derivatives, Data Warehousing, Reference Data, Investment Banking, Fixed Income, US Equities, High Frequency Trading, Equities Technology, Securities Regulation, Data Analysis, Market Structure, Databases, ETFs, FINRA, Trade Compliance, Data Mining, Technology Management, Information Management, Volume Testing, Market Data, Derivatives, Product Design, Technology, Hedge Funds, Fix Protocol, Equities, Capital Markets, Management, Risk Management, Financial Services, SQL
Education
Bucknell University
Bachelor of Arts
Christopher McGrath-Castañer Christopher McGrath-Castañer's UBS Investment Bank Experience August 2007 - August 2008
Job Senior Vice President, Acquisitions, Capital Markets & Real Estate Development at Switzenbaum & Associates / Sycamore LP
Industry Real Estate
Experience
Switzenbaum & Associates / Sycamore LP October 2009 - Present
UBS Investment Bank August 2007 - August 2008
UBS Puerto Rico April 2004 - July 2007
Banco Popular de Puero Rico August 2003 - March 2004
Skills
Real Estate Acquisitions, Capital Markets, Corporate Finance, Real Estate Private..., Equities, Due Diligence, Underwriting, Valuation, Asset Managment, Financial Modeling, Investments, Debt, Investment Banking, Real Estate Development, Finance, IPO, Portfolio Management, Acquisitions, Mergers & Acquisitions, Asset Management
Education
Columbia University in the City of New York 2008 — 2009
MSc, Real Estate Finance, Investments & Development
Brown University 1999 — 2003
AB, Political Science and Economics
Saint John's School
Switzenbaum & Associates / Sycamore LP October 2009 - Present
UBS Investment Bank August 2007 - August 2008
UBS Puerto Rico April 2004 - July 2007
Banco Popular de Puero Rico August 2003 - March 2004
Skills
Real Estate Acquisitions, Capital Markets, Corporate Finance, Real Estate Private..., Equities, Due Diligence, Underwriting, Valuation, Asset Managment, Financial Modeling, Investments, Debt, Investment Banking, Real Estate Development, Finance, IPO, Portfolio Management, Acquisitions, Mergers & Acquisitions, Asset Management
Education
Columbia University in the City of New York 2008 — 2009
MSc, Real Estate Finance, Investments & Development
Brown University 1999 — 2003
AB, Political Science and Economics
Saint John's School
Adam Freeman Adam Freeman's UBS Investment Bank Experience June 2006 - June 2008
Job Vice President at Cohesive Capital Partners
Industry Venture Capital & Private Equity
Experience
Cohesive Capital Partners September 2012 - Present
SSA & Company June 2011 - August 2011
Madison Dearborn Partners July 2008 - July 2010
UBS Investment Bank June 2006 - June 2008
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA
Bucknell University 2001 — 2006
B.S., Mechanical Engineering, Economics
Cohesive Capital Partners September 2012 - Present
SSA & Company June 2011 - August 2011
Madison Dearborn Partners July 2008 - July 2010
UBS Investment Bank June 2006 - June 2008
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA
Bucknell University 2001 — 2006
B.S., Mechanical Engineering, Economics
Daniel Arce-Yee Daniel Arce-Yee's UBS Investment Bank Experience August 2010 - August 2011
Job Prime Brokerage Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs April 2015 - Present
Goldman Sachs January 2013 - Present
UBS September 2011 - December 2012
UBS Investment Bank August 2010 - August 2011
Bucknell University 2007 - 2010
Citi Group June 2009 - August 2009
ACCION USA June 2009 - August 2009
Citi Group June 2008 - August 2008
Skills
PowerPoint, Access, Microsoft Excel, Microsoft Word, CME BPS System, SAP Business Software, Sungard GMI, Microsoft Office, Series 7, Series 63
Education
Bucknell University 2006 — 2010
Goldman Sachs April 2015 - Present
Goldman Sachs January 2013 - Present
UBS September 2011 - December 2012
UBS Investment Bank August 2010 - August 2011
Bucknell University 2007 - 2010
Citi Group June 2009 - August 2009
ACCION USA June 2009 - August 2009
Citi Group June 2008 - August 2008
Skills
PowerPoint, Access, Microsoft Excel, Microsoft Word, CME BPS System, SAP Business Software, Sungard GMI, Microsoft Office, Series 7, Series 63
Education
Bucknell University 2006 — 2010
Alex Kramm Alex Kramm's UBS Investment Bank Experience February 2014 - Present
Job Executive Director Senior Equity Research Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank February 2014 - Present
UBS Investment Bank 2009 - February 2014
Barclays Capital 2008 - 2009
Lehman Brothers 2004 - 2008
Sky Capital 2002 - 2004
PwC Consulting 2000 - 2001
Skills
Equities, Equity Research, Asset Management, Financial Analysis, Risk Management, Hedge Funds, Capital Markets, Investment Banking, Valuation, Derivatives, Financial Modeling, Finance, Alternative Investments, Investments, Fixed Income
Education
Bucknell University 1997 — 2000
Bachelor of Science, Computer Science, Mathematics
Werner Heisenberg Gymnasium Leverkusen 1987 — 1996
Abitur, Mathematics, Biology, English, Political Science
UBS Investment Bank February 2014 - Present
UBS Investment Bank 2009 - February 2014
Barclays Capital 2008 - 2009
Lehman Brothers 2004 - 2008
Sky Capital 2002 - 2004
PwC Consulting 2000 - 2001
Skills
Equities, Equity Research, Asset Management, Financial Analysis, Risk Management, Hedge Funds, Capital Markets, Investment Banking, Valuation, Derivatives, Financial Modeling, Finance, Alternative Investments, Investments, Fixed Income
Education
Bucknell University 1997 — 2000
Bachelor of Science, Computer Science, Mathematics
Werner Heisenberg Gymnasium Leverkusen 1987 — 1996
Abitur, Mathematics, Biology, English, Political Science
Karl Snow Karl Snow's UBS Investment Bank Experience July 2000 - June 2003
Job Partner at Bates White Economic Consulting
Industry Legal Services
Experience
Bates White Economic Consulting July 2006 - Present
Welch Consulting, Inc. July 2005 - June 2006
Freddie Mac July 2004 - June 2005
UBS Investment Bank July 2000 - June 2003
Brigham Young University August 1995 - June 2000
Stockholm School of Economics July 1998 - June 1999
University of North Carolina at Chapel Hill August 1990 - July 1995
Skills
Finance, Economics, Econometrics, Statistics, Analysis, Statistical Modeling, Private Equity, Corporate Finance, Mergers & Acquisitions, Risk Management, Financial Analysis, Financial Modeling, Insurance, Public Policy, Valuation, Stata, Forecasting, Data Analysis, Capital Markets, Quantitative Analytics, International Relations, Analytics, Economic Research, Hedge Funds, Investments
Education
The University of Chicago 1985 — 1990
PhD, Economics
Brigham Young University 1979 — 1985
BA, Economics
Bates White Economic Consulting July 2006 - Present
Welch Consulting, Inc. July 2005 - June 2006
Freddie Mac July 2004 - June 2005
UBS Investment Bank July 2000 - June 2003
Brigham Young University August 1995 - June 2000
Stockholm School of Economics July 1998 - June 1999
University of North Carolina at Chapel Hill August 1990 - July 1995
Skills
Finance, Economics, Econometrics, Statistics, Analysis, Statistical Modeling, Private Equity, Corporate Finance, Mergers & Acquisitions, Risk Management, Financial Analysis, Financial Modeling, Insurance, Public Policy, Valuation, Stata, Forecasting, Data Analysis, Capital Markets, Quantitative Analytics, International Relations, Analytics, Economic Research, Hedge Funds, Investments
Education
The University of Chicago 1985 — 1990
PhD, Economics
Brigham Young University 1979 — 1985
BA, Economics
Timothy Keane Timothy Keane's UBS Investment Bank Experience June 2007 - May 2008
Job Assitant Vice President, IT and Outsourcing Contracts at The Hartford
Industry Insurance
Experience
The Hartford May 2015 - Present
The Hartford October 2011 - May 2015
The Hartford May 2008 - November 2011
UBS Investment Bank June 2007 - May 2008
The Hartford February 2001 - June 2007
United Health Care 1995 - 2001
Skills
Vendor Management, Outsourcing, Process Improvement, BPO, Strategic Sourcing, IT Outsourcing, Program Management, Transition Management, Sourcing Governance, Finance and Accounting..., Operations Management, Management, Project Management, Change Management, IT Procurement, Fleet Management, Operating Budgets, Business Process, Strategy, Sourcing, Governance, Leadership, Procurement, Performance Management, Contract Negotiation, Integration, Business Analysis, Business Process..., Insurance, SDLC, Risk Management
Education
Rensselaer Polytechnic Institute at Hartford 1995 — 1999
MS, Management
State University of New York Institute of Technology at Utica/Rome 1992 — 1994
BA, Business Administration
Bryant University 1990 — 1993
Accounting
The Hartford May 2015 - Present
The Hartford October 2011 - May 2015
The Hartford May 2008 - November 2011
UBS Investment Bank June 2007 - May 2008
The Hartford February 2001 - June 2007
United Health Care 1995 - 2001
Skills
Vendor Management, Outsourcing, Process Improvement, BPO, Strategic Sourcing, IT Outsourcing, Program Management, Transition Management, Sourcing Governance, Finance and Accounting..., Operations Management, Management, Project Management, Change Management, IT Procurement, Fleet Management, Operating Budgets, Business Process, Strategy, Sourcing, Governance, Leadership, Procurement, Performance Management, Contract Negotiation, Integration, Business Analysis, Business Process..., Insurance, SDLC, Risk Management
Education
Rensselaer Polytechnic Institute at Hartford 1995 — 1999
MS, Management
State University of New York Institute of Technology at Utica/Rome 1992 — 1994
BA, Business Administration
Bryant University 1990 — 1993
Accounting
Paul Michaud Paul Michaud's UBS Investment Bank Experience 1995 - 1997
Job Partner Regional Head of Canada at Capital Markets Advisors
Industry Financial Services
Experience
Capital Markets Advisors June 2012 - Present
Nebility September 2010 - Present
IBM 2004 - October 2010
Duke Energy 2002 - 2004
PricewaterhouseCoopers 2001 - 2002
Putnam Investments 1997 - 1999
UBS Investment Bank 1995 - 1997
Skills
Trading, Trading Systems, Electronic Trading, Risk Management, Energy Trading, Energy Risk Management, IT Strategy, Systems Architecture, High Performance..., Operational Risk, Transaction Processing, Quantitative Finance, Financial Economics, Enterprise Architecture, Derivatives, Business Analysis, Business Process..., SaaS, High Availability, System Architecture, Project Management, Financial Markets, Econometrics, SOA, Finance, Economics, Commodity Markets, Business Transformation, Management Consulting, Big Data, Cloud Computing, Distributed Systems, Distributed Development, Distributed Applications, Asset Management, Investment Banking, Enterprise Software, Financial Services, Analytics, Banking, Equities, Investments, Fixed Income, Valuation, Enterprise Risk..., Portfolio Management, Strategy, Financial Risk, Analysis
Education
University of Reading 1995 — 1996
Masters of Science, International Securities Investments and Banking
Queen's University 1994 — 1995
Masters of Arts, Economics
Brock University
Bachelor of Arts, Mathematics and Economics
Capital Markets Advisors June 2012 - Present
Nebility September 2010 - Present
IBM 2004 - October 2010
Duke Energy 2002 - 2004
PricewaterhouseCoopers 2001 - 2002
Putnam Investments 1997 - 1999
UBS Investment Bank 1995 - 1997
Skills
Trading, Trading Systems, Electronic Trading, Risk Management, Energy Trading, Energy Risk Management, IT Strategy, Systems Architecture, High Performance..., Operational Risk, Transaction Processing, Quantitative Finance, Financial Economics, Enterprise Architecture, Derivatives, Business Analysis, Business Process..., SaaS, High Availability, System Architecture, Project Management, Financial Markets, Econometrics, SOA, Finance, Economics, Commodity Markets, Business Transformation, Management Consulting, Big Data, Cloud Computing, Distributed Systems, Distributed Development, Distributed Applications, Asset Management, Investment Banking, Enterprise Software, Financial Services, Analytics, Banking, Equities, Investments, Fixed Income, Valuation, Enterprise Risk..., Portfolio Management, Strategy, Financial Risk, Analysis
Education
University of Reading 1995 — 1996
Masters of Science, International Securities Investments and Banking
Queen's University 1994 — 1995
Masters of Arts, Economics
Brock University
Bachelor of Arts, Mathematics and Economics
Brian Barnett Brian Barnett's UBS Investment Bank Experience June 2008 - May 2009
Job Solutions Architect at Bright Point Consulting
Industry Financial Services
Experience
Bright Point Consulting August 2014 - Present
Sprouts Farmers Market January 2013 - August 2014
First Solar July 2011 - January 2013
First Solar March 2010 - August 2011
UBS Investment Bank June 2008 - May 2009
Deutsche Bank Securities Inc June 2008 - August 2008
Intermountain Healthcare January 2006 - August 2006
CACI International/American Management Systems September 2004 - January 2005
CACI International/American Management Systems September 2002 - September 2004
Skills
Financial Analysis, Decision Support, Currency, Databases, Revenue Forecasting, Financial Modeling, Consulting, Portfolio Management, Analysis, Forecasting, Process Improvement, Accounting, Cross-functional Team..., Management, Business Planning, Entrepreneurship, Finance, Investments, Training
Education
Brigham Young University 2006 — 2008
Master of Business Administration, Finance 2008
Brigham Young University 1999 — 2002
Bachelor of Science, Management Information Systems 2002
Bright Point Consulting August 2014 - Present
Sprouts Farmers Market January 2013 - August 2014
First Solar July 2011 - January 2013
First Solar March 2010 - August 2011
UBS Investment Bank June 2008 - May 2009
Deutsche Bank Securities Inc June 2008 - August 2008
Intermountain Healthcare January 2006 - August 2006
CACI International/American Management Systems September 2004 - January 2005
CACI International/American Management Systems September 2002 - September 2004
Skills
Financial Analysis, Decision Support, Currency, Databases, Revenue Forecasting, Financial Modeling, Consulting, Portfolio Management, Analysis, Forecasting, Process Improvement, Accounting, Cross-functional Team..., Management, Business Planning, Entrepreneurship, Finance, Investments, Training
Education
Brigham Young University 2006 — 2008
Master of Business Administration, Finance 2008
Brigham Young University 1999 — 2002
Bachelor of Science, Management Information Systems 2002
Natalie Acosta's UBS Investment Bank Experience February 2002 - December 2004
Job *Seeking new opportunities
Industry Executive Office
Experience
Samsung Electronics Latino America January 2015 - July 2015
Brink’s October 2013 - February 2014
Newell Rubbermaid 2011 - 2013
Robert Half International April 2009 - April 2010
Smith Barney December 2004 - April 2009
UBS Investment Bank February 2002 - December 2004
Skills
Administrative..., Customer Service, Office Management, Outlook, Catering, Event Planning, Travel Arrangements, Hospitality Industry, Microsoft Office, Event Management, Inventory Management, Human Resources, Administrative..., Microsoft Excel, Team Building, Administration, Coordinating Events, PowerPoint, Coordinating Meetings, Microsoft Word, Client Confidentiality, Social Media, Project Planning, SAP SRM, SAP, Expense Reports, Office Administration, Confidentiality, Social Networking
Education
Broward College 1999 — 2008
Samsung Electronics Latino America January 2015 - July 2015
Brink’s October 2013 - February 2014
Newell Rubbermaid 2011 - 2013
Robert Half International April 2009 - April 2010
Smith Barney December 2004 - April 2009
UBS Investment Bank February 2002 - December 2004
Skills
Administrative..., Customer Service, Office Management, Outlook, Catering, Event Planning, Travel Arrangements, Hospitality Industry, Microsoft Office, Event Management, Inventory Management, Human Resources, Administrative..., Microsoft Excel, Team Building, Administration, Coordinating Events, PowerPoint, Coordinating Meetings, Microsoft Word, Client Confidentiality, Social Media, Project Planning, SAP SRM, SAP, Expense Reports, Office Administration, Confidentiality, Social Networking
Education
Broward College 1999 — 2008
Jon Petersen's UBS Investment Bank Experience April 2007 - April 2009
Job Vice President at Jefferies
Industry Financial Services
Experience
Jefferies May 2015 - Present
MLV & Co June 2012 - March 2015
Jefferies & Company July 2010 - June 2012
Macquarie Securities May 2009 - June 2010
UBS Investment Bank April 2007 - April 2009
Skills
Financial Modeling, Investments, Bloomberg, Equity Research, Real Estate, Excel, Word, PowerPoint, Visual Basic, Bloomberg Terminal, Capital IQ, Factset, Equities, Analysis, Valuation, Economics, Financial Analysis, Commercial Real Estate
Education
Brigham Young University - Idaho 2002 — 2007
BS, Economics
Jefferies May 2015 - Present
MLV & Co June 2012 - March 2015
Jefferies & Company July 2010 - June 2012
Macquarie Securities May 2009 - June 2010
UBS Investment Bank April 2007 - April 2009
Skills
Financial Modeling, Investments, Bloomberg, Equity Research, Real Estate, Excel, Word, PowerPoint, Visual Basic, Bloomberg Terminal, Capital IQ, Factset, Equities, Analysis, Valuation, Economics, Financial Analysis, Commercial Real Estate
Education
Brigham Young University - Idaho 2002 — 2007
BS, Economics
John Zeiner John Zeiner's UBS Investment Bank Experience June 2015 - Present
Job Summer Credit Risk Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank June 2015 - Present
Bryant University President's Office September 2014 - Present
U.S. International Trade Commission January 2015 - May 2015
The Hartford May 2014 - August 2014
Sky Investment Group June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Teamwork, Public Speaking, Time Management, Financial Analysis, Facebook, Investments, Accounting, Risk Management, Leadership
Education
Bryant University 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General, GPA - 3.95
Simsbury High School 2008 — 2012
UBS Investment Bank June 2015 - Present
Bryant University President's Office September 2014 - Present
U.S. International Trade Commission January 2015 - May 2015
The Hartford May 2014 - August 2014
Sky Investment Group June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Teamwork, Public Speaking, Time Management, Financial Analysis, Facebook, Investments, Accounting, Risk Management, Leadership
Education
Bryant University 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General, GPA - 3.95
Simsbury High School 2008 — 2012
John Prah's UBS Investment Bank Experience June 2011 - August 2011
Job Investment Banking Analyst at Lazard
Industry Investment Banking
Experience
Lazard June 2015 - Present
Lazard June 2013 - Present
Willett Advisors June 2012 - August 2012
UBS Investment Bank June 2011 - August 2011
Databank Financial Services Ltd June 2010 - July 2010
Skills
Investments, Investment Banking, Valuation, Leveraged Finance, Portfolio Management, Private Equity, Financial Modeling, Emerging Markets, Fundraising, Finance, Mutual Funds, Entrepreneurship, Analysis, Bloomberg, Corporate Finance, LBO
Education
Brown University 2008 — 2012
BA, Economics
Ghana International School 2001 — 2008
GCE A Level: Economics, Mathematics, History & Business Studies
Lazard June 2015 - Present
Lazard June 2013 - Present
Willett Advisors June 2012 - August 2012
UBS Investment Bank June 2011 - August 2011
Databank Financial Services Ltd June 2010 - July 2010
Skills
Investments, Investment Banking, Valuation, Leveraged Finance, Portfolio Management, Private Equity, Financial Modeling, Emerging Markets, Fundraising, Finance, Mutual Funds, Entrepreneurship, Analysis, Bloomberg, Corporate Finance, LBO
Education
Brown University 2008 — 2012
BA, Economics
Ghana International School 2001 — 2008
GCE A Level: Economics, Mathematics, History & Business Studies
Matthew Goll Matthew Goll's UBS Investment Bank Experience July 2014 - Present
Job Analyst at UBS
Industry Financial Services
Experience
UBS Investment Bank July 2014 - Present
Hamilton Lane June 2012 - July 2014
NYSE Euronext June 2011 - August 2011
Skills
Microsoft Excel, Alternative Investments, Leadership, PowerPoint, Financial Analysis, Microsoft Word, Teamwork, Private Equity
Education
Bucknell University 2008 — 2012
BA, Economics and Political Science, Magna Cum Laude
Seneca Valley High School 2004 — 2008
UBS Investment Bank July 2014 - Present
Hamilton Lane June 2012 - July 2014
NYSE Euronext June 2011 - August 2011
Skills
Microsoft Excel, Alternative Investments, Leadership, PowerPoint, Financial Analysis, Microsoft Word, Teamwork, Private Equity
Education
Bucknell University 2008 — 2012
BA, Economics and Political Science, Magna Cum Laude
Seneca Valley High School 2004 — 2008
Landon Jaussi's UBS Investment Bank Experience May 2012 - August 2012
Job Investment Professional at Technology Crossover Ventures
Industry Venture Capital & Private Equity
Experience
Technology Crossover Ventures August 2015 - Present
Citi February 2013 - June 2015
Qualtrics September 2012 - December 2012
UBS Investment Bank May 2012 - August 2012
J.P. Morgan July 2011 - October 2011
Brigham Young University January 2007 - January 2011
The Church of Jesus Christ of Latter-day Saints September 2004 - September 2006
Skills
Investment Banking, Equities, Due Diligence, Economics, Portfolio Management, Venture Capital, Capital Markets, Derivatives, Entrepreneurship, Bloomberg Terminal, Equity Research, SaaS, Fixed Income, Business Strategy, Market Research, Analysis, Business Valuation, Strategic Financial...
Education
Brigham Young University 2007 — 2011
Management, Finance
Technology Crossover Ventures August 2015 - Present
Citi February 2013 - June 2015
Qualtrics September 2012 - December 2012
UBS Investment Bank May 2012 - August 2012
J.P. Morgan July 2011 - October 2011
Brigham Young University January 2007 - January 2011
The Church of Jesus Christ of Latter-day Saints September 2004 - September 2006
Skills
Investment Banking, Equities, Due Diligence, Economics, Portfolio Management, Venture Capital, Capital Markets, Derivatives, Entrepreneurship, Bloomberg Terminal, Equity Research, SaaS, Fixed Income, Business Strategy, Market Research, Analysis, Business Valuation, Strategic Financial...
Education
Brigham Young University 2007 — 2011
Management, Finance
Florian Wojewodzki Florian Wojewodzki's UBS Investment Bank Experience March 2015 - Present
Job Associate Leveraged Finance Group
Industry Investment Banking
Experience
UBS Investment Bank March 2015 - Present
INSEAD MBA Programme January 2014 - December 2014
MVision Private Equity Advisers September 2008 - April 2013
Credit Suisse, Private Fund Group (IB) June 2007 - August 2008
Skills
Private Equity, Investment Banking, Financial Modeling, Valuation, Entrepreneurship, Alternative Investments, Corporate Finance, Venture Capital, Due Diligence, Investments, Capital Markets
Education
INSEAD 2014 — 2014
Master of Business Administration (M.B.A.)
Brown University 2003 — 2007
Bachelor of Arts (B.A.), International Relations
Harrow School 1998 — 2003
Dalton School
UBS Investment Bank March 2015 - Present
INSEAD MBA Programme January 2014 - December 2014
MVision Private Equity Advisers September 2008 - April 2013
Credit Suisse, Private Fund Group (IB) June 2007 - August 2008
Skills
Private Equity, Investment Banking, Financial Modeling, Valuation, Entrepreneurship, Alternative Investments, Corporate Finance, Venture Capital, Due Diligence, Investments, Capital Markets
Education
INSEAD 2014 — 2014
Master of Business Administration (M.B.A.)
Brown University 2003 — 2007
Bachelor of Arts (B.A.), International Relations
Harrow School 1998 — 2003
Dalton School
Alex Meisel's UBS Investment Bank Experience April 2015 - Present
Job Solar Equity Research Associate at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank April 2015 - Present
Education
Bucknell University 2006 — 2010
BA, Economics, Philosophy
UBS Investment Bank April 2015 - Present
Education
Bucknell University 2006 — 2010
BA, Economics, Philosophy
Michele Mieuli Michele Mieuli's UBS Investment Bank Experience 2006 - 2007
Job
Industry Computer Software
Experience
Castlight Health June 2015 - Present
GCA Savvian September 2010 - February 2015
GCA Savvian March 2007 - September 2010
UBS Investment Bank 2006 - 2007
Morgan Stanley July 2003 - July 2004
Goldman Sachs 2000 - 2003
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA
Bryn Mawr College 1996 — 2000
BA
Archbishop Mitty
Castlight Health June 2015 - Present
GCA Savvian September 2010 - February 2015
GCA Savvian March 2007 - September 2010
UBS Investment Bank 2006 - 2007
Morgan Stanley July 2003 - July 2004
Goldman Sachs 2000 - 2003
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA
Bryn Mawr College 1996 — 2000
BA
Archbishop Mitty
Catherine Magee's UBS Investment Bank Experience June 2012 - August 2012
Job Associate at Gartland and Mellina Group
Industry Management Consulting
Experience
Gartland and Mellina Group January 2015 - Present
Gartland and Mellina Group October 2013 - December 2014
UBS Investment Bank June 2012 - August 2012
Benchmark Solutions June 2011 - August 2011
Education
Bucknell University 2009 — 2013
Bachelor of Science (BS), Mechanical Engineering
Gartland and Mellina Group January 2015 - Present
Gartland and Mellina Group October 2013 - December 2014
UBS Investment Bank June 2012 - August 2012
Benchmark Solutions June 2011 - August 2011
Education
Bucknell University 2009 — 2013
Bachelor of Science (BS), Mechanical Engineering
Shari Braunstein Shari Braunstein's UBS Investment Bank Experience March 2012 - August 2012
Job Administrative Assistant at Standard Chartered Bank
Industry Financial Services
Experience
Standard Chartered Bank February 2013 - Present
UBS Investment Bank March 2012 - August 2012
Morgan Stanley March 2011 - March 2011
Elliot Associates October 2010 - October 2010
Barclays Capital July 2009 - August 2010
BGC Partners/Cantor Fitzgerald October 2008 - February 2009
Citigroup Global Markets, Inc May 2005 - May 2008
Quintum Technologies February 2004 - May 2005
Sleep Innovations February 2002 - November 2002
Alphion Corporation December 2000 - November 2001
Skills
Administrative Support, Calendars, Fax, Microsoft Office, Word, Supplies, Expenses, Excel, SAP, Roadshows, Microsoft Excel, Administrative..., Microsoft Word, Answering Phones, Heavy Phones, Concur, General Administrative..., EventPortal, Radar, Logistics, multi tasker, Organization Skills, Accounts Payable, Customer Service, Human Resources, Management, Outlook, QuickBooks, Spreadsheets, Telephone Skills, Time Management, Administration, Administrative...
Education
Brookdale Community College 2003 — 2005
Associate; Applied Science Degree, Paralegal Studies
Standard Chartered Bank February 2013 - Present
UBS Investment Bank March 2012 - August 2012
Morgan Stanley March 2011 - March 2011
Elliot Associates October 2010 - October 2010
Barclays Capital July 2009 - August 2010
BGC Partners/Cantor Fitzgerald October 2008 - February 2009
Citigroup Global Markets, Inc May 2005 - May 2008
Quintum Technologies February 2004 - May 2005
Sleep Innovations February 2002 - November 2002
Alphion Corporation December 2000 - November 2001
Skills
Administrative Support, Calendars, Fax, Microsoft Office, Word, Supplies, Expenses, Excel, SAP, Roadshows, Microsoft Excel, Administrative..., Microsoft Word, Answering Phones, Heavy Phones, Concur, General Administrative..., EventPortal, Radar, Logistics, multi tasker, Organization Skills, Accounts Payable, Customer Service, Human Resources, Management, Outlook, QuickBooks, Spreadsheets, Telephone Skills, Time Management, Administration, Administrative...
Education
Brookdale Community College 2003 — 2005
Associate; Applied Science Degree, Paralegal Studies
April Smith's UBS Investment Bank Experience July 2011 - August 2012
Job Investor Relations Associate at Ionic Capital Management
Industry Investment Management
Experience
Ionic Capital Management May 2014 - Present
Jimmy Choo August 2012 - May 2014
UBS Investment Bank July 2011 - August 2012
Skills
Investment Banking, Bloomberg, Valuation, Financial Analysis, LBO, Emerging Markets, Capital Markets, Microsoft Office
Education
Brown University 2007 — 2011
Bachelor of Arts (B.A.), Commerce, Organizations and Entrepreneurship: Business Economics
Narragansett High School 2003 — 2007
Ionic Capital Management May 2014 - Present
Jimmy Choo August 2012 - May 2014
UBS Investment Bank July 2011 - August 2012
Skills
Investment Banking, Bloomberg, Valuation, Financial Analysis, LBO, Emerging Markets, Capital Markets, Microsoft Office
Education
Brown University 2007 — 2011
Bachelor of Arts (B.A.), Commerce, Organizations and Entrepreneurship: Business Economics
Narragansett High School 2003 — 2007
Ryan Kaplan Ryan Kaplan's UBS Investment Bank Experience July 2005 - September 2008
Job Vice President, Real Estate Investment Group, Goldman Sachs
Industry Real Estate
Experience
Goldman Sachs March 2013 - Present
HCP, Inc. October 2008 - January 2013
UBS Investment Bank July 2005 - September 2008
Skills
Valuation, Acquisitions, Partnerships, Investment Banking, Financial Modeling, Private Equity, Capital Markets, Real Estate Economics, Corporate Finance, Due Diligence
Education
Bucknell University 2001 — 2005
B.A., Economics
Goldman Sachs March 2013 - Present
HCP, Inc. October 2008 - January 2013
UBS Investment Bank July 2005 - September 2008
Skills
Valuation, Acquisitions, Partnerships, Investment Banking, Financial Modeling, Private Equity, Capital Markets, Real Estate Economics, Corporate Finance, Due Diligence
Education
Bucknell University 2001 — 2005
B.A., Economics
Sarah Carson's UBS Investment Bank Experience 2006 - May 2010
Job Founder and President at Leota New York
Industry Apparel & Fashion
Experience
Brown Women's Launch Pad 2013 - Present
Leota New York August 2010 - Present
Foundation for Letters 2010 - Present
UBS Investment Bank 2006 - May 2010
UBS Investment Bank 2003 - 2006
Interdimensions 2002 - 2003
Skills
Entrepreneurship, Fashion, Business Development, Apparel, Textiles, Marketing, Investment Banking, Event Planning, Brand Development, E-commerce, Customer Service, Mergers, Microsoft Office, Marketing Strategy, Advertising, Social Media Marketing, Business Strategy, Facebook, Management, Research, Investments, Public Relations, Social Media, Sales, Strategy, Strategic Planning, Start-ups, Event Management, Social Networking
Education
Brown University 1998 — 2002
Bachelor's degree, Gender Studies
East-West Kung Fu 1992 — 1998
Black Belt, Bok Fu Do
Athenian School 1992 — 1997
Brown Women's Launch Pad 2013 - Present
Leota New York August 2010 - Present
Foundation for Letters 2010 - Present
UBS Investment Bank 2006 - May 2010
UBS Investment Bank 2003 - 2006
Interdimensions 2002 - 2003
Skills
Entrepreneurship, Fashion, Business Development, Apparel, Textiles, Marketing, Investment Banking, Event Planning, Brand Development, E-commerce, Customer Service, Mergers, Microsoft Office, Marketing Strategy, Advertising, Social Media Marketing, Business Strategy, Facebook, Management, Research, Investments, Public Relations, Social Media, Sales, Strategy, Strategic Planning, Start-ups, Event Management, Social Networking
Education
Brown University 1998 — 2002
Bachelor's degree, Gender Studies
East-West Kung Fu 1992 — 1998
Black Belt, Bok Fu Do
Athenian School 1992 — 1997
Monica Harrison's UBS Investment Bank Experience September 2013 - July 2015
Job Assistant Softball Coach at Arcadia University
Industry Sports
Experience
Arcadia University July 2015 - Present
UBS Investment Bank September 2013 - July 2015
Stevens Institute of Technology Athletics August 2009 - July 2015
UBS July 2011 - September 2013
UBS Wealth Management January 2010 - July 2011
UBS Wealth Management July 2009 - January 2010
UBS Wealth Management July 2007 - July 2009
Bucknell University Office of Admissions October 2004 - May 2007
Skills
Business Analysis, Organizing, Coaching, Microsoft Office, Project Management, Management, Customer Service, Segmentation, Series 7, Data Analysis, Equities, Wealth Management, Financial Analysis, Microsoft Excel, PowerPoint, Analysis, Leadership, Strategy
Education
Bucknell University 2003 — 2007
Bachelors, Economics
Bucknell University 2003 — 2007
Bachelor of Arts (BA), Economics
Arcadia University July 2015 - Present
UBS Investment Bank September 2013 - July 2015
Stevens Institute of Technology Athletics August 2009 - July 2015
UBS July 2011 - September 2013
UBS Wealth Management January 2010 - July 2011
UBS Wealth Management July 2009 - January 2010
UBS Wealth Management July 2007 - July 2009
Bucknell University Office of Admissions October 2004 - May 2007
Skills
Business Analysis, Organizing, Coaching, Microsoft Office, Project Management, Management, Customer Service, Segmentation, Series 7, Data Analysis, Equities, Wealth Management, Financial Analysis, Microsoft Excel, PowerPoint, Analysis, Leadership, Strategy
Education
Bucknell University 2003 — 2007
Bachelors, Economics
Bucknell University 2003 — 2007
Bachelor of Arts (BA), Economics
Brian Boglitz's UBS Investment Bank Experience May 2007 - Present
Job Director at UBS Investment Bank
Industry Capital Markets
Experience
UBS Investment Bank May 2007 - Present
Bank of America November 2005 - March 2007
Accenture July 1993 - November 2005
Andersen Consulting 1993 - 2001
Andersen Consulting (Accenture) 1993 - 2001
Skills
Capital Markets, Technical Architecture
Education
Brown University 1989 — 1993
Sc. B., Electrical Engineering
UBS Investment Bank May 2007 - Present
Bank of America November 2005 - March 2007
Accenture July 1993 - November 2005
Andersen Consulting 1993 - 2001
Andersen Consulting (Accenture) 1993 - 2001
Skills
Capital Markets, Technical Architecture
Education
Brown University 1989 — 1993
Sc. B., Electrical Engineering
Jeffrey Dorst's UBS Investment Bank Experience April 2009 - June 2009
Job Director, Capital Markets at Houlihan Lokey
Industry Capital Markets
Experience
Houlihan Lokey August 2009 - Present
UBS Investment Bank April 2009 - June 2009
UBS Investment Bank 2003 - 2008
Credit Suisse First Boston October 2000 - July 2003
Donaldson, Lufkin & Jenrette November 1997 - October 2000
Smith Barney Inc. April 1995 - November 1997
Education
Bucknell University
BS
Horace Greeley High School
Houlihan Lokey August 2009 - Present
UBS Investment Bank April 2009 - June 2009
UBS Investment Bank 2003 - 2008
Credit Suisse First Boston October 2000 - July 2003
Donaldson, Lufkin & Jenrette November 1997 - October 2000
Smith Barney Inc. April 1995 - November 1997
Education
Bucknell University
BS
Horace Greeley High School
Benjamin Flory's UBS Investment Bank Experience 2006 - 2009
Job
Industry Staffing and Recruiting
Experience
Qlik May 2013 - Present
Cognizant Technology Solutions January 2011 - May 2013
CA Technologies August 2009 - December 2010
Allegis Group Services 2003 - 2010
UBS Investment Bank 2006 - 2009
Skills
HR Policies, RFP, Employee Benefits, Deferred Compensation, Software Documentation
Education
Bryant University 1999 — 2003
Wilton High School
Qlik May 2013 - Present
Cognizant Technology Solutions January 2011 - May 2013
CA Technologies August 2009 - December 2010
Allegis Group Services 2003 - 2010
UBS Investment Bank 2006 - 2009
Skills
HR Policies, RFP, Employee Benefits, Deferred Compensation, Software Documentation
Education
Bryant University 1999 — 2003
Wilton High School
Adam Inzirillo's UBS Investment Bank Experience 2005 - May 2010
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2010 - Present
UBS Securities LLC April 2005 - May 2010
UBS Investment Bank 2005 - May 2010
UBS 2005 - May 2010
Knight Trading Group January 2001 - April 2005
Knight Capital Group, Inc. 2000 - 2005
Knight Equity Markets 2000 - 2005
Knight Securities 2000 - 2005
SG Cowen June 2000 - January 2001
Internet Trading Technologies June 1998 - June 2000
Skills
Equities, Trading Systems, Electronic Trading, Financial Markets, Equity Trading, Options, Series 7, Series 63, Market Data, FINRA, Middle Office, Series 24, Low Latency, Financial Analysis, Securities, Trading, Equity Derivatives, Capital Markets, Hedge Funds
Education
Dowling College 2002 — 2004
MBA, Banking and Finance
Bucknell University 1994 — 1998
Bachelor of Arts (B.A.), Economics and Political Science
Merrill Lynch July 2010 - Present
UBS Securities LLC April 2005 - May 2010
UBS Investment Bank 2005 - May 2010
UBS 2005 - May 2010
Knight Trading Group January 2001 - April 2005
Knight Capital Group, Inc. 2000 - 2005
Knight Equity Markets 2000 - 2005
Knight Securities 2000 - 2005
SG Cowen June 2000 - January 2001
Internet Trading Technologies June 1998 - June 2000
Skills
Equities, Trading Systems, Electronic Trading, Financial Markets, Equity Trading, Options, Series 7, Series 63, Market Data, FINRA, Middle Office, Series 24, Low Latency, Financial Analysis, Securities, Trading, Equity Derivatives, Capital Markets, Hedge Funds
Education
Dowling College 2002 — 2004
MBA, Banking and Finance
Bucknell University 1994 — 1998
Bachelor of Arts (B.A.), Economics and Political Science
Francesca McDonnell's UBS Investment Bank Experience April 2011 - Present
Job Business Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank April 2011 - Present
Bank of America Merrill Lynch 2006 - 2010
Bank of America 2004 - 2006
Sports Mondial of America 2001 - 2004
Sports Mondial of America 2000 - 2001
Education
Brunel University London
Bachelor of Science Honor Degree, Sport Science and Business Management
UBS Investment Bank April 2011 - Present
Bank of America Merrill Lynch 2006 - 2010
Bank of America 2004 - 2006
Sports Mondial of America 2001 - 2004
Sports Mondial of America 2000 - 2001
Education
Brunel University London
Bachelor of Science Honor Degree, Sport Science and Business Management
Lorraine Walls's UBS Investment Bank Experience 1997 - 2001
Job Asst. Controller at Ridgefield Capital
Industry Investment Management
Experience
Ridgefield Capital April 2007 - Present
Parker Global Services March 2001 - March 2007
UBS Investment Bank 1997 - 2001
Education
Bryant University 1988 — 1992
Ridgefield Capital April 2007 - Present
Parker Global Services March 2001 - March 2007
UBS Investment Bank 1997 - 2001
Education
Bryant University 1988 — 1992
David Seal's UBS Investment Bank Experience June 2008 - November 2009
Job Pro Patroler at Crystal Mountain
Industry Recreational Facilities and Services
Experience
Crystal Mountain November 2010 - Present
UBS Investment Bank June 2008 - November 2009
Education
Bucknell University 2002 — 2006
BA, Economics, Environmental Studies, Philosophy
Crystal Mountain November 2010 - Present
UBS Investment Bank June 2008 - November 2009
Education
Bucknell University 2002 — 2006
BA, Economics, Environmental Studies, Philosophy
David Seal's UBS Investment Bank Experience June 2008 - Present
Job Equity Sales
Industry Investment Banking
Experience
UBS Investment Bank June 2008 - Present
UBS Wealth Management July 2006 - June 2008
Education
Bucknell University 2002 — 2006
UBS Investment Bank June 2008 - Present
UBS Wealth Management July 2006 - June 2008
Education
Bucknell University 2002 — 2006
Michael Wattles's UBS Investment Bank Experience May 2004 - August 2005
Job Finance Professional
Industry Financial Services
Experience
Wattles & Associates Consulting April 2014 - Present
Pasternack Enterprises Inc June 2010 - April 2014
Infinite RF Holdings, Inc. June 2010 - April 2014
Windjammer Capital Investors November 2007 - June 2010
Piper Jaffary August 2005 - November 2007
UBS Investment Bank May 2004 - August 2005
Skills
Financial Analysis, Due Diligence, Investment Banking, M&A experience, Financial Accounting, Cost Accounting, Mergers & Acquisitions, Private Equity, Corporate Finance, Controller, Strategic Consulting, M&A due diligence, Forensic Accounting, Valuation, Portfolio Management, Strategic Financial..., Return on Investment, Inventory Management
Education
Brigham Young University 2001 — 2004
Bachelor of Science, Finance
Wattles & Associates Consulting April 2014 - Present
Pasternack Enterprises Inc June 2010 - April 2014
Infinite RF Holdings, Inc. June 2010 - April 2014
Windjammer Capital Investors November 2007 - June 2010
Piper Jaffary August 2005 - November 2007
UBS Investment Bank May 2004 - August 2005
Skills
Financial Analysis, Due Diligence, Investment Banking, M&A experience, Financial Accounting, Cost Accounting, Mergers & Acquisitions, Private Equity, Corporate Finance, Controller, Strategic Consulting, M&A due diligence, Forensic Accounting, Valuation, Portfolio Management, Strategic Financial..., Return on Investment, Inventory Management
Education
Brigham Young University 2001 — 2004
Bachelor of Science, Finance
Jordan Elsas's UBS Investment Bank Experience May 2011 - January 2012
Job Amazon Web Services (AWS)
Industry Internet
Experience
Amazon Web Services November 2014 - Present
Skadden, Arps, Slate, Meagher & Flom LLP September 2008 - November 2014
UBS Investment Bank May 2011 - January 2012
Skadden, Arps, Slate, Meagher & Flom LLP May 2007 - August 2007
The Dian Fossey Gorilla Fund International February 2003 - July 2003
OuterCurve Technologies May 2000 - August 2000
Education
Brooklyn Law School 2005 — 2008
JD
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
BA Anthropology, minor Computer Science
Cherry Hill High School East 1995 — 1999
Joseph D. Sharp
Amazon Web Services November 2014 - Present
Skadden, Arps, Slate, Meagher & Flom LLP September 2008 - November 2014
UBS Investment Bank May 2011 - January 2012
Skadden, Arps, Slate, Meagher & Flom LLP May 2007 - August 2007
The Dian Fossey Gorilla Fund International February 2003 - July 2003
OuterCurve Technologies May 2000 - August 2000
Education
Brooklyn Law School 2005 — 2008
JD
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
BA Anthropology, minor Computer Science
Cherry Hill High School East 1995 — 1999
Joseph D. Sharp
Alan Srebro's UBS Investment Bank Experience 2006 - 2006
Job Managing Director at EmphaSys Technologies
Industry Financial Services
Experience
Emphasys Technologies, Inc. (ETI) 2007 - Present
Structured Finance Consulting 2006 - 2007
UBS Investment Bank 2006 - 2006
EmphaSys Technologies 2003 - 2006
Wall Street Analytics 1998 - 2003
Skills
Structured Finance, MBS, CDO, ABS, Fixed Income, Securitization, Derivatives, Financial Modeling, Capital Markets, Bloomberg, Credit Derivatives, VBA, Equities
Education
Stanford University 1997 — 1999
MS, Mechanical Engineering
Bucknell University 1993 — 1997
BS, Mechanical Engineering
Emphasys Technologies, Inc. (ETI) 2007 - Present
Structured Finance Consulting 2006 - 2007
UBS Investment Bank 2006 - 2006
EmphaSys Technologies 2003 - 2006
Wall Street Analytics 1998 - 2003
Skills
Structured Finance, MBS, CDO, ABS, Fixed Income, Securitization, Derivatives, Financial Modeling, Capital Markets, Bloomberg, Credit Derivatives, VBA, Equities
Education
Stanford University 1997 — 1999
MS, Mechanical Engineering
Bucknell University 1993 — 1997
BS, Mechanical Engineering
Ruben Falk's UBS Investment Bank Experience 1996 - 2003
Job Investment Management, S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ 2009 - Present
ClariFI 2006 - 2009
MarketScalpel 2003 - 2006
UBS Investment Bank 1996 - 2003
L.E.K. Consulting 1990 - 1993
Skills
Equity Research, Capital Markets, Financial Modeling, Investment Banking, Asset Managment, Alternative Investments, Valuation, Equity Derivatives, Trading, Investments, Trading System, Asset Allocation, Fixed Income, Risk Management, Market Risk, Credit Risk, Risk Analytics, Investment Strategies, Investment Management, Asset Management
Education
University of California, Berkeley, Haas School of Business 1993 — 1995
MBA, Finance
Brandeis University 1986 — 1990
BA, Computer Science & Economics
S&P Capital IQ 2009 - Present
ClariFI 2006 - 2009
MarketScalpel 2003 - 2006
UBS Investment Bank 1996 - 2003
L.E.K. Consulting 1990 - 1993
Skills
Equity Research, Capital Markets, Financial Modeling, Investment Banking, Asset Managment, Alternative Investments, Valuation, Equity Derivatives, Trading, Investments, Trading System, Asset Allocation, Fixed Income, Risk Management, Market Risk, Credit Risk, Risk Analytics, Investment Strategies, Investment Management, Asset Management
Education
University of California, Berkeley, Haas School of Business 1993 — 1995
MBA, Finance
Brandeis University 1986 — 1990
BA, Computer Science & Economics
Ruth Scher-Nassir's UBS Investment Bank Experience 1997 - 2007
Job Professional Training & Coaching Professional
Industry Professional Training & Coaching
Experience
UBS Investment Bank 1997 - 2007
UBS Investment Bank 1997 - 2007
Union Bank of Switzerland 1997 - 1999
Education
Brandeis University 1982 — 1986
UBS Investment Bank 1997 - 2007
UBS Investment Bank 1997 - 2007
Union Bank of Switzerland 1997 - 1999
Education
Brandeis University 1982 — 1986
Michael Kim's UBS Investment Bank Experience March 2006 - April 2007
Job Principal at Apollo Global Management LLC
Industry Research
Experience
Apollo Global Management LLC February 2015 - Present
CRT Capital Group September 2009 - February 2015
RBS Greenwich Capital May 2007 - September 2009
UBS Investment Bank March 2006 - April 2007
Banc of America Securities 2001 - 2006
Skills
Equity Research, Private Equity, Leveraged Finance, Investments, Alternative Investments, Bonds, Series 7, Series 63, Asset Management, Due Diligence, CDS, Derivatives, Reorganisation, Distressed Debt, Financials, Real Estate, Building Materials, Homebuilding, REIT, Fixed Income, Fixed Income Analysis, Capital Structure, Fixed Income Strategies, Bloomberg Terminal, Capital Markets, Credit, Credit Analysis, Credit Derivatives, Emerging Markets, Equities, Hedge Funds, High Yield, Investment Banking, Securities, Trading
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Brown University 1997 — 2001
Bachelor of Arts (B.A.), Business Economics
Apollo Global Management LLC February 2015 - Present
CRT Capital Group September 2009 - February 2015
RBS Greenwich Capital May 2007 - September 2009
UBS Investment Bank March 2006 - April 2007
Banc of America Securities 2001 - 2006
Skills
Equity Research, Private Equity, Leveraged Finance, Investments, Alternative Investments, Bonds, Series 7, Series 63, Asset Management, Due Diligence, CDS, Derivatives, Reorganisation, Distressed Debt, Financials, Real Estate, Building Materials, Homebuilding, REIT, Fixed Income, Fixed Income Analysis, Capital Structure, Fixed Income Strategies, Bloomberg Terminal, Capital Markets, Credit, Credit Analysis, Credit Derivatives, Emerging Markets, Equities, Hedge Funds, High Yield, Investment Banking, Securities, Trading
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Brown University 1997 — 2001
Bachelor of Arts (B.A.), Business Economics
Jeffrey Pitzer's UBS Investment Bank Experience December 2002 - April 2009
Job Prime Services at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets, Fidelity Investments April 2009 - Present
UBS Investment Bank December 2002 - April 2009
Skills
Hedge Funds, Prime Brokerage, Capital Markets, Alternative Investments, Series 7, Derivatives
Education
Bucknell University 1995 — 1999
Fidelity Capital Markets, Fidelity Investments April 2009 - Present
UBS Investment Bank December 2002 - April 2009
Skills
Hedge Funds, Prime Brokerage, Capital Markets, Alternative Investments, Series 7, Derivatives
Education
Bucknell University 1995 — 1999
Raymond Mercurio's UBS Investment Bank Experience July 2014 - Present
Job CAWorkload Automation at UBS Investment Bank
Industry Information Technology and Services
Experience
UBS Investment Bank July 2014 - Present
Barclays Capital July 2007 - February 2014
Lehman Brothers March 1991 - July 2007
Skills
Autosys, Sybase, Unix, Linux, Disaster Recovery, Servers, Windows Server, Windows, DB2, High Availability, ITIL, Data Center, Databases, Vendor Management, IT Service Management, Integration, SDLC, Business Continuity, Solaris, IT Management, Unix Shell Scripting, Infrastructure, IT Operations, Incident Management, Enterprise Architecture, Solution Architecture, Trading Systems, IT Strategy, AIX, Prime Brokerage, Market Data, Electronic Trading, Reference Data, Fixed Income, Perl, Low Latency, Exchange Connectivity, Shell Scripting, Middle Office
Education
Brookdale Community College
UBS Investment Bank July 2014 - Present
Barclays Capital July 2007 - February 2014
Lehman Brothers March 1991 - July 2007
Skills
Autosys, Sybase, Unix, Linux, Disaster Recovery, Servers, Windows Server, Windows, DB2, High Availability, ITIL, Data Center, Databases, Vendor Management, IT Service Management, Integration, SDLC, Business Continuity, Solaris, IT Management, Unix Shell Scripting, Infrastructure, IT Operations, Incident Management, Enterprise Architecture, Solution Architecture, Trading Systems, IT Strategy, AIX, Prime Brokerage, Market Data, Electronic Trading, Reference Data, Fixed Income, Perl, Low Latency, Exchange Connectivity, Shell Scripting, Middle Office
Education
Brookdale Community College
Rick Klingman's UBS Investment Bank Experience November 1988 - 1992
Job Managing Director U.S. Treasury trading at Société Générale
Industry Financial Services
Experience
Société Générale June 2013 - Present
Bnp Paribas May 2007 - May 2013
ABN AMRO September 1997 - May 2007
Yamaichi International 1992 - 1997
UBS Investment Bank November 1988 - 1992
Education
Bucknell University 1985 — 1988
Bachelor's degree, Economics
Société Générale June 2013 - Present
Bnp Paribas May 2007 - May 2013
ABN AMRO September 1997 - May 2007
Yamaichi International 1992 - 1997
UBS Investment Bank November 1988 - 1992
Education
Bucknell University 1985 — 1988
Bachelor's degree, Economics
Greg Swapp's UBS Investment Bank Experience June 2010 - September 2011
Job Business Operations | Level 3 Communications
Industry Telecommunications
Experience
Level 3 Communications November 2013 - Present
Level 3 Communications October 2011 - October 2013
UBS Investment Bank June 2010 - September 2011
FBR Capital Markets December 2008 - May 2010
FBR Capital Markets May 2008 - August 2008
Skills
Financial Modeling, Due Diligence, Valuation, Venture Capital, Private Equity, Financial Analysis, Corporate Finance, Investment Banking, Investments, Mergers, Bloomberg, Finance, Corporate Development, Entrepreneurship, DCF
Education
Brigham Young University - Idaho 2005 — 2008
Level 3 Communications November 2013 - Present
Level 3 Communications October 2011 - October 2013
UBS Investment Bank June 2010 - September 2011
FBR Capital Markets December 2008 - May 2010
FBR Capital Markets May 2008 - August 2008
Skills
Financial Modeling, Due Diligence, Valuation, Venture Capital, Private Equity, Financial Analysis, Corporate Finance, Investment Banking, Investments, Mergers, Bloomberg, Finance, Corporate Development, Entrepreneurship, DCF
Education
Brigham Young University - Idaho 2005 — 2008
Marsha Tejada's UBS Investment Bank Experience 2006 - April 2015
Job Mgr. Fed. Reserve Regulatory Reporting at AIG
Industry Insurance
Experience
AIG April 2015 - Present
Arbonne International (Independent Consultant) November 2011 - Present
UBS Investment Bank 2006 - April 2015
Of Sand and Stone LLC 2004 - December 2010
MMC Capital 1999 - 2006
Education
Pace University - Lubin School of Business 1999 — 2001
MBA, Finance
Bryant University 1993 — 1997
Bachelor Of Science, Accounting
AIG April 2015 - Present
Arbonne International (Independent Consultant) November 2011 - Present
UBS Investment Bank 2006 - April 2015
Of Sand and Stone LLC 2004 - December 2010
MMC Capital 1999 - 2006
Education
Pace University - Lubin School of Business 1999 — 2001
MBA, Finance
Bryant University 1993 — 1997
Bachelor Of Science, Accounting
Christopher Runnells's UBS Investment Bank Experience September 1999 - May 2004
Job CEO at Suture Concepts Inc.
Industry Medical Devices
Experience
Suture Concepts Inc. September 2011 - Present
Suture Concepts September 2011 - Present
Flexuspine Inc. December 2013 - Present
Anchor Innovation Medical January 2013 - Present
Tornier March 2010 - August 2011
Tornier Inc. September 2007 - June 2010
Axya Medical October 2006 - September 2007
The Vertical Group September 2004 - October 2006
UBS Investment Bank September 1999 - May 2004
Skills
Medical Devices, Product Launch, Product Development, Market Development, Orthopedic, Capital Equipment, Business Development, Sales Management, Sales Operations, R&D, Strategy, Lifesciences, Manufacturing, Pharmaceutical Industry, ISO 13485
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Economics & Entrepreneurship
Bucknell University 1995 — 1999
BA, History, Political Science, Art
Suture Concepts Inc. September 2011 - Present
Suture Concepts September 2011 - Present
Flexuspine Inc. December 2013 - Present
Anchor Innovation Medical January 2013 - Present
Tornier March 2010 - August 2011
Tornier Inc. September 2007 - June 2010
Axya Medical October 2006 - September 2007
The Vertical Group September 2004 - October 2006
UBS Investment Bank September 1999 - May 2004
Skills
Medical Devices, Product Launch, Product Development, Market Development, Orthopedic, Capital Equipment, Business Development, Sales Management, Sales Operations, R&D, Strategy, Lifesciences, Manufacturing, Pharmaceutical Industry, ISO 13485
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Economics & Entrepreneurship
Bucknell University 1995 — 1999
BA, History, Political Science, Art
Neil Spindel's UBS Investment Bank Experience June 2002 - November 2014
Job Permanent or Consulting Positions at Seeking New Opportunity
Industry Banking
Experience
Seeking New Opportunity April 2015 - Present
UBS Investment Bank June 2002 - November 2014
Ferrell Capital Management June 2001 - October 2001
Citadel LLC November 2000 - May 2001
Deutsche Bank August 1999 - March 2000
Bankers Trust May 1998 - July 1999
Donaldson, Lufkin & Jenrette 1996 - 1998
Donaldson, Lufkin & Jenrette 1995 - 1996
Bankers Trust 1991 - 1995
Skills
CDS, Structured Products, Fixed Income, Equities, Derivatives, Capital Markets, Investment Banking, Interest Rate..., Credit Derivatives, Trading Systems
Education
City University of New York-Brooklyn College 1991 — 1993
MA, Computer Science
Brandeis University
BA
Seeking New Opportunity April 2015 - Present
UBS Investment Bank June 2002 - November 2014
Ferrell Capital Management June 2001 - October 2001
Citadel LLC November 2000 - May 2001
Deutsche Bank August 1999 - March 2000
Bankers Trust May 1998 - July 1999
Donaldson, Lufkin & Jenrette 1996 - 1998
Donaldson, Lufkin & Jenrette 1995 - 1996
Bankers Trust 1991 - 1995
Skills
CDS, Structured Products, Fixed Income, Equities, Derivatives, Capital Markets, Investment Banking, Interest Rate..., Credit Derivatives, Trading Systems
Education
City University of New York-Brooklyn College 1991 — 1993
MA, Computer Science
Brandeis University
BA
Ryan Kaplan's UBS Investment Bank Experience June 2005 - September 2008
Job Senior Associate Acquisitions and Valuations
Industry Real Estate
Experience
HCP October 2008 - Present
UBS Investment Bank June 2005 - September 2008
Education
Bucknell University 2001 — 2005
HCP October 2008 - Present
UBS Investment Bank June 2005 - September 2008
Education
Bucknell University 2001 — 2005
Robert McAleer's UBS Investment Bank Experience January 2011 - Present
Job Managing Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank January 2011 - Present
Wells Fargo Securities June 2009 - November 2010
Skills
Valuation, Capital Markets, Hedge Funds, Investment Banking, Equities, Fixed Income, Bloomberg, Equity Research, Series 7, Alternative Investments, Securities, Series 63, Private Equity, Trading Systems, Equity Trading
Education
Bucknell University 1990 — 1994
UBS Investment Bank January 2011 - Present
Wells Fargo Securities June 2009 - November 2010
Skills
Valuation, Capital Markets, Hedge Funds, Investment Banking, Equities, Fixed Income, Bloomberg, Equity Research, Series 7, Alternative Investments, Securities, Series 63, Private Equity, Trading Systems, Equity Trading
Education
Bucknell University 1990 — 1994
Donaldson Hartman's UBS Investment Bank Experience June 1994 - June 1996
Job CEO Bridge Investment Group Partners
Industry Investment Management
Experience
Bridge Investment Group Partners January 2008 - Present
Bridge Loan Capital Fund November 2006 - December 2008
Zions Bancorporation November 2003 - September 2006
Citi June 1996 - July 2001
UBS Investment Bank June 1994 - June 1996
Skills
Real Estate, Investments, Financial Modeling, Valuation, Portfolio Management, Private Equity, Alternative Investments, Mergers, Asset Managment, Start-ups, Venture Capital, Loans, Bloomberg, Corporate Development, Banking, Due Diligence, Big Brother, Management, Investment Strategies, Mergers & Acquisitions, Asset Management, Investor Relations, Investors, Strategy, Finance, Corporate Finance, Financial Structuring, Business Planning, Negotiation, Entrepreneurship, Financial Analysis, Real Estate Economics, Funding, Business Development, Executive Management, Investment Properties, Acquisitions, Investment Banking, Hedge Funds, Equities, Commercial Real Estate, Real Estate Transactions, Capital Markets, Restructuring, Investment Management, Real Estate Development, IPO, Market Analysis, Joint Ventures, Real Estate Financing
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Finance, International Business, Marketing
Brigham Young University 1982 — 1988
B.S., Economics
Bridge Investment Group Partners January 2008 - Present
Bridge Loan Capital Fund November 2006 - December 2008
Zions Bancorporation November 2003 - September 2006
Citi June 1996 - July 2001
UBS Investment Bank June 1994 - June 1996
Skills
Real Estate, Investments, Financial Modeling, Valuation, Portfolio Management, Private Equity, Alternative Investments, Mergers, Asset Managment, Start-ups, Venture Capital, Loans, Bloomberg, Corporate Development, Banking, Due Diligence, Big Brother, Management, Investment Strategies, Mergers & Acquisitions, Asset Management, Investor Relations, Investors, Strategy, Finance, Corporate Finance, Financial Structuring, Business Planning, Negotiation, Entrepreneurship, Financial Analysis, Real Estate Economics, Funding, Business Development, Executive Management, Investment Properties, Acquisitions, Investment Banking, Hedge Funds, Equities, Commercial Real Estate, Real Estate Transactions, Capital Markets, Restructuring, Investment Management, Real Estate Development, IPO, Market Analysis, Joint Ventures, Real Estate Financing
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Finance, International Business, Marketing
Brigham Young University 1982 — 1988
B.S., Economics
Jon Hinckley's UBS Investment Bank Experience September 1994 - December 1998
Job Sr. Software Engineer at Alianza, Inc.
Industry Computer Software
Experience
Alianza, Inc. July 2012 - Present
JPMorgan (Neovest) March 2009 - July 2012
BCast Media LLC June 2000 - March 2009
SkyWave August 2001 - December 2002
UBS Investment Bank September 1994 - December 1998
Merrill Lynch August 1992 - September 1994
Morgan Stanley Tokyo Japan May 1990 - August 1992
Motorola Semiconductor March 1986 - May 1990
Skills
Java Enterprise Edition, JBoss Application Server, Hibernate, Hibernate Search /..., RabbitMQ, VirtualBox, Vagrant, Puppet, Agile Methodologies, Git, Maven, Derivatives, Equity Trading, Fixed Income, Software Engineering
Education
Brigham Young University 1983 — 1986
BS, Computer Science
Alianza, Inc. July 2012 - Present
JPMorgan (Neovest) March 2009 - July 2012
BCast Media LLC June 2000 - March 2009
SkyWave August 2001 - December 2002
UBS Investment Bank September 1994 - December 1998
Merrill Lynch August 1992 - September 1994
Morgan Stanley Tokyo Japan May 1990 - August 1992
Motorola Semiconductor March 1986 - May 1990
Skills
Java Enterprise Edition, JBoss Application Server, Hibernate, Hibernate Search /..., RabbitMQ, VirtualBox, Vagrant, Puppet, Agile Methodologies, Git, Maven, Derivatives, Equity Trading, Fixed Income, Software Engineering
Education
Brigham Young University 1983 — 1986
BS, Computer Science
Jennifer Gordon's UBS Investment Bank Experience October 2007 - October 2010
Job Graduate Recruiter
Industry Human Resources
Experience
Deutsche Bank April 2013 - Present
Northbound Executive Search August 2012 - December 2012
Capital IQ August 2011 - August 2012
UBS October 2010 - August 2011
UBS Investment Bank October 2007 - October 2010
Skills
Executive Search
Education
Brandeis University 2003 — 2007
BA, Economics
Deutsche Bank April 2013 - Present
Northbound Executive Search August 2012 - December 2012
Capital IQ August 2011 - August 2012
UBS October 2010 - August 2011
UBS Investment Bank October 2007 - October 2010
Skills
Executive Search
Education
Brandeis University 2003 — 2007
BA, Economics
Howard Wynn's UBS Investment Bank Experience 1997 - 2011
Job Managing Director, Head of Markets Compliance, North America at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. October 2014 - Present
RBS Global Banking & Markets 2012 - October 2014
UBS Investment Bank 1997 - 2011
Skills
Fixed Income, Trading, Capital Markets, Financial Risk, Securities, Series 7, Investment Banking, Commodity, Hedge Funds, Equities, Electronic Trading, Derivatives, Structured Products, Financial Services, Structured Finance, Alternative Investments, Swaps, Currency, Equity Derivatives
Education
Brooklyn Law School 1982 — 1985
Doctor of Law (J.D.)
New York University 1979 — 1982
Bachelor of Arts (BA)
JPMorgan Chase & Co. October 2014 - Present
RBS Global Banking & Markets 2012 - October 2014
UBS Investment Bank 1997 - 2011
Skills
Fixed Income, Trading, Capital Markets, Financial Risk, Securities, Series 7, Investment Banking, Commodity, Hedge Funds, Equities, Electronic Trading, Derivatives, Structured Products, Financial Services, Structured Finance, Alternative Investments, Swaps, Currency, Equity Derivatives
Education
Brooklyn Law School 1982 — 1985
Doctor of Law (J.D.)
New York University 1979 — 1982
Bachelor of Arts (BA)
James Diao's UBS Investment Bank Experience 2013 - Present
Job Managing Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank 2013 - Present
Ocean Lawn Enterprises 2011 - Present
Citadel Securities 2010 - 2011
CITIC Securities International Partners 2008 - 2010
Bear, Stearns & Co. Inc. 1994 - 2008
Prudential Securities 1985 - 1994
Brown Brothers Harriman 1982 - 1984
Skills
investment ba, leveraged fin, Risk Management, Equities, Fixed Income, Due Diligence, Financial Analysis, Leveraged Finance, Corporate Finance, Securities, Investments, Credit, Investment Management, Banking, Hedge Funds, Series 7, Financial Services, Capital Markets, Financial Modeling, Private Equity, Valuation, Business Valuation, Investment Advisory, Venture Capital, Financial Structuring, Finance, Credit Analysis, Strategy, Restructuring, Emerging Markets, Alternative Investments
Education
Brown University
ScB
Columbia University - Columbia Business School
MBA
Irvington High School
UBS Investment Bank 2013 - Present
Ocean Lawn Enterprises 2011 - Present
Citadel Securities 2010 - 2011
CITIC Securities International Partners 2008 - 2010
Bear, Stearns & Co. Inc. 1994 - 2008
Prudential Securities 1985 - 1994
Brown Brothers Harriman 1982 - 1984
Skills
investment ba, leveraged fin, Risk Management, Equities, Fixed Income, Due Diligence, Financial Analysis, Leveraged Finance, Corporate Finance, Securities, Investments, Credit, Investment Management, Banking, Hedge Funds, Series 7, Financial Services, Capital Markets, Financial Modeling, Private Equity, Valuation, Business Valuation, Investment Advisory, Venture Capital, Financial Structuring, Finance, Credit Analysis, Strategy, Restructuring, Emerging Markets, Alternative Investments
Education
Brown University
ScB
Columbia University - Columbia Business School
MBA
Irvington High School
Dan Hammer's UBS Investment Bank Experience August 2011 - Present
Job Prime Brokerage Sales, UBS
Industry Financial Services
Experience
UBS Investment Bank August 2011 - Present
UBS Investment Bank 2002 - August 2011
Education
Bucknell University 1993 — 1997
Bachelor of Arts, Political Science
UBS Investment Bank August 2011 - Present
UBS Investment Bank 2002 - August 2011
Education
Bucknell University 1993 — 1997
Bachelor of Arts, Political Science
Alex Argeris's UBS Investment Bank Experience April 2009 - Present
Job Business Analyst
Industry Investment Banking
Experience
UBS Investment Bank April 2009 - Present
Education
Bryant University 2000 — 2004
UBS Investment Bank April 2009 - Present
Education
Bryant University 2000 — 2004
Patricia Piekarski's UBS Investment Bank Experience August 2007 - November 2007
Job Senior HR Generalist at NASDAQ OMX
Industry Human Resources
Experience
NASDAQ OMX April 2013 - Present
Goldman Sachs October 2011 - January 2013
Deutsche Bank May 2010 - July 2011
Merrill Lynch/Bank of America December 2007 - April 2010
UBS Investment Bank August 2007 - November 2007
Investors Bank & Trust May 2006 - May 2007
Ticketmaster August 2004 - April 2006
Skills
HRIS, Onboarding, Deferred Compensation, Employee Relations, Human Resources, Performance Management, Interviews, New Hire Orientations, Payroll, Talent Management, Personnel Management, HR Policies, M&A experience, International..., Immigration Policy, Corporate Relocation, Headcount Reporting, FLSA, Business Objects, Oracle E-Business Suite, Microsoft Excel, Employment Law, Applicant Tracking..., Policy, Succession Planning, PeopleSoft, College Recruiting, Workforce Planning
Education
Brandeis University 1999 — 2003
BA, Psychology & History
NASDAQ OMX April 2013 - Present
Goldman Sachs October 2011 - January 2013
Deutsche Bank May 2010 - July 2011
Merrill Lynch/Bank of America December 2007 - April 2010
UBS Investment Bank August 2007 - November 2007
Investors Bank & Trust May 2006 - May 2007
Ticketmaster August 2004 - April 2006
Skills
HRIS, Onboarding, Deferred Compensation, Employee Relations, Human Resources, Performance Management, Interviews, New Hire Orientations, Payroll, Talent Management, Personnel Management, HR Policies, M&A experience, International..., Immigration Policy, Corporate Relocation, Headcount Reporting, FLSA, Business Objects, Oracle E-Business Suite, Microsoft Excel, Employment Law, Applicant Tracking..., Policy, Succession Planning, PeopleSoft, College Recruiting, Workforce Planning
Education
Brandeis University 1999 — 2003
BA, Psychology & History
Joel Kazis's UBS Investment Bank Experience 1992 - 1993
Job Vice President at NASDAQ OMX
Industry Financial Services
Experience
NASDAQ OMX 2005 - Present
Thomson TradeWeb 2003 - 2005
Quant Trading Inc 1995 - 2003
UBS Investment Bank 1992 - 1993
Smith Barney 1989 - 1991
Salomon Brothers 1979 - 1989
Education
Brandeis University 1971 — 1975
BA, History
Columbia University - Columbia Business School
MBA
NASDAQ OMX 2005 - Present
Thomson TradeWeb 2003 - 2005
Quant Trading Inc 1995 - 2003
UBS Investment Bank 1992 - 1993
Smith Barney 1989 - 1991
Salomon Brothers 1979 - 1989
Education
Brandeis University 1971 — 1975
BA, History
Columbia University - Columbia Business School
MBA
James Bohovich's UBS Investment Bank Experience August 2003 - June 2008
Job Financial Analyst at Alzheimer's Association, New York City Chapter
Industry Nonprofit Organization Management
Experience
Alzheimer's Association, New York City Chapter January 2011 - Present
Chef Jim - Private Chef June 2008 - January 2011
US Census Bureau April 2010 - May 2010
UBS Investment Bank August 2003 - June 2008
Paine Webber April 2000 - September 2000
BOX NYC August 1999 - April 2000
First Restuarant January 1999 - July 1999
Frontiere Restuarant August 1997 - December 1998
Paine Webber August 1995 - August 1996
Paine Webber December 1993 - August 1995
Skills
Securities
Education
Bucknell University 1989 — 1993
BA, Economics
French Culinary Institute 1997 — 1997
Grand Diploma, Culinary Arts
Alzheimer's Association, New York City Chapter January 2011 - Present
Chef Jim - Private Chef June 2008 - January 2011
US Census Bureau April 2010 - May 2010
UBS Investment Bank August 2003 - June 2008
Paine Webber April 2000 - September 2000
BOX NYC August 1999 - April 2000
First Restuarant January 1999 - July 1999
Frontiere Restuarant August 1997 - December 1998
Paine Webber August 1995 - August 1996
Paine Webber December 1993 - August 1995
Skills
Securities
Education
Bucknell University 1989 — 1993
BA, Economics
French Culinary Institute 1997 — 1997
Grand Diploma, Culinary Arts
Marshall Jensen's UBS Investment Bank Experience 2000 - 2001
Job Advisory Board Member at Digital Media Wire, Inc.
Industry Management Consulting
Experience
Digital Media Wire, Inc. 2011 - Present
DMW Hexagon LLC (and formerly Hexagon Advisors) January 2009 - Present
Fort Mason Capital October 2005 - January 2009
Adams Harkness 2001 - 2005
UBS Investment Bank 2000 - 2001
CIBC Oppenheimer 1996 - 1999
Skills
Venture Capital, Private Equity, Investment Banking, Corporate Development, Corporate Law, Digital Media, Corporate Finance, IPO, Entrepreneurship, Management, Private Placements, Financial Modeling, Growth Capital, M&A experience, Start-ups, Restructuring, Divestitures, Strategy, Angel Investing, Leveraged Finance, Capital Markets, LBO, Capital Raising, Due Diligence, Acquisitions, Alternative Investments, Investments, Mergers, Mergers & Acquisitions, Corporate Governance, Valuation, Joint Ventures, Hedge Funds, Investor Relations, Deal Sourcing
Education
Columbia University School of Law 1992 — 1995
JD
Brown University 1986 — 1990
BA
Digital Media Wire, Inc. 2011 - Present
DMW Hexagon LLC (and formerly Hexagon Advisors) January 2009 - Present
Fort Mason Capital October 2005 - January 2009
Adams Harkness 2001 - 2005
UBS Investment Bank 2000 - 2001
CIBC Oppenheimer 1996 - 1999
Skills
Venture Capital, Private Equity, Investment Banking, Corporate Development, Corporate Law, Digital Media, Corporate Finance, IPO, Entrepreneurship, Management, Private Placements, Financial Modeling, Growth Capital, M&A experience, Start-ups, Restructuring, Divestitures, Strategy, Angel Investing, Leveraged Finance, Capital Markets, LBO, Capital Raising, Due Diligence, Acquisitions, Alternative Investments, Investments, Mergers, Mergers & Acquisitions, Corporate Governance, Valuation, Joint Ventures, Hedge Funds, Investor Relations, Deal Sourcing
Education
Columbia University School of Law 1992 — 1995
JD
Brown University 1986 — 1990
BA
Stephen W. Baird's UBS Investment Bank Experience 1996 - 2008
Job Managing Partner and Owner, Baird Partners, LLC
Industry Human Resources
Experience
Baird Partners, LLC 2008 - Present
New York Life Insurance Company 2009 - 2012
UBS Investment Bank 1996 - 2008
Morgan Stanley 1981 - 1996
Citicorp 1974 - 1981
Skills
Succession Planning, Talent Management, Deferred Compensation, Equities, Organizational Design, Mergers, Financial Services, Employee Benefits, Employee Engagement, Onboarding, Performance Management, Restructuring, Career Development, Change Management, Executive Coaching, Leadership, Human Resources, Recruiting, Management, Strategy, Mergers & Acquisitions, Organizational..., Organizational..., Personnel Management, Leadership Development
Education
Columbia University in the City of New York 1972 — 1974
MA, Organizational Psychology
Bucknell University 1968 — 1972
BA, Economics
Baird Partners, LLC 2008 - Present
New York Life Insurance Company 2009 - 2012
UBS Investment Bank 1996 - 2008
Morgan Stanley 1981 - 1996
Citicorp 1974 - 1981
Skills
Succession Planning, Talent Management, Deferred Compensation, Equities, Organizational Design, Mergers, Financial Services, Employee Benefits, Employee Engagement, Onboarding, Performance Management, Restructuring, Career Development, Change Management, Executive Coaching, Leadership, Human Resources, Recruiting, Management, Strategy, Mergers & Acquisitions, Organizational..., Organizational..., Personnel Management, Leadership Development
Education
Columbia University in the City of New York 1972 — 1974
MA, Organizational Psychology
Bucknell University 1968 — 1972
BA, Economics
Brian Selander's UBS Investment Bank Experience August 2013 - Present
Job Executive Director at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank August 2013 - Present
CIBC World Markets February 2001 - July 2013
JPMorgan Chase May 1997 - February 2001
Education
University of Maryland College Park 1996 — 1998
MBA, Finance, Entrepreneurship
Brigham Young University 1991 — 1994
BA, Economics
UBS Investment Bank August 2013 - Present
CIBC World Markets February 2001 - July 2013
JPMorgan Chase May 1997 - February 2001
Education
University of Maryland College Park 1996 — 1998
MBA, Finance, Entrepreneurship
Brigham Young University 1991 — 1994
BA, Economics
Fred Greis's UBS Investment Bank Experience 2005 - 2008
Job Evercore ISI
Industry Capital Markets
Experience
Evercore 2010 - Present
UBS Investment Bank 2005 - 2008
UBS Investment Bank 2000 - 2005
PaineWebber 1990 - 2000
Skills
Equity Research, Cross-functional Team..., Equities, Change Management, Investment Banking
Education
Brown University
BA, Economics
University of Pennsylvania - The Wharton School
MBA, Finance
Evercore 2010 - Present
UBS Investment Bank 2005 - 2008
UBS Investment Bank 2000 - 2005
PaineWebber 1990 - 2000
Skills
Equity Research, Cross-functional Team..., Equities, Change Management, Investment Banking
Education
Brown University
BA, Economics
University of Pennsylvania - The Wharton School
MBA, Finance
Jonathan M Strain's UBS Investment Bank Experience 2006 - 2007
Job Managing Director at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2014 - Present
JP Morgan Chase September 2007 - May 2014
Dillon Read Capital Management 2006 - 2007
UBS Investment Bank 2006 - 2007
Morgan Stanley 1999 - 2006
Skills
Private Equity, Capital Markets, Portfolio Management, Financial Analysis, Valuation, Structured Finance, Investments, Fixed Income, Asset Managment, Securities, Asset Management, Loans, Due Diligence, Bonds, Securitization, Real Estate Economics, Hedge Funds, Equities, CMBS, Investment Banking, Trading, Alternative Investments, Financial Modeling, Management, Real Estate, Loan Origination, Financial Structuring, Commercial Real Estate
Education
Brown University 1980 — 1984
BA, Organizational Behavior Studies, Economics
Landon School 1976 — 1980
Goldman Sachs May 2014 - Present
JP Morgan Chase September 2007 - May 2014
Dillon Read Capital Management 2006 - 2007
UBS Investment Bank 2006 - 2007
Morgan Stanley 1999 - 2006
Skills
Private Equity, Capital Markets, Portfolio Management, Financial Analysis, Valuation, Structured Finance, Investments, Fixed Income, Asset Managment, Securities, Asset Management, Loans, Due Diligence, Bonds, Securitization, Real Estate Economics, Hedge Funds, Equities, CMBS, Investment Banking, Trading, Alternative Investments, Financial Modeling, Management, Real Estate, Loan Origination, Financial Structuring, Commercial Real Estate
Education
Brown University 1980 — 1984
BA, Organizational Behavior Studies, Economics
Landon School 1976 — 1980
Daniel Serafin's UBS Investment Bank Experience May 2009 - March 2011
Job Associate Manager at SS&C GlobeOp
Industry Financial Services
Experience
UBS Investment Bank May 2009 - March 2011
AIG Financial Products January 2008 - April 2009
AIG Financial Products January 2004 - December 2007
AIG TRADING GROUP July 2001 - December 2003
Skills
Fixed Income, Trading, Swaps, FX Options, Equities, Commodity, Hedge Funds, Settlement, Options, Middle Office
Education
Bryant University 1997 — 2001
BS, Business Administration
UBS Investment Bank May 2009 - March 2011
AIG Financial Products January 2008 - April 2009
AIG Financial Products January 2004 - December 2007
AIG TRADING GROUP July 2001 - December 2003
Skills
Fixed Income, Trading, Swaps, FX Options, Equities, Commodity, Hedge Funds, Settlement, Options, Middle Office
Education
Bryant University 1997 — 2001
BS, Business Administration
Christopher Smock's UBS Investment Bank Experience Execution TraderWoodbine Capital AdvisorsJuly 2009 - March 2010
Job Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank Execution TraderWoodbine Capital AdvisorsJuly 2009 - March 2010
Graham Capital Management July 2002 - June 2008
Skills
Global Macro, Hedge Funds, Alternative Investments, Options, Trading, Bloomberg, Equities, Fixed Income, Derivatives, Hedging, Proprietary Trading, FX Options, Portfolio Management
Education
Brigham Young University 1998 — 2002
BA, Economics
UBS Investment Bank Execution TraderWoodbine Capital AdvisorsJuly 2009 - March 2010
Graham Capital Management July 2002 - June 2008
Skills
Global Macro, Hedge Funds, Alternative Investments, Options, Trading, Bloomberg, Equities, Fixed Income, Derivatives, Hedging, Proprietary Trading, FX Options, Portfolio Management
Education
Brigham Young University 1998 — 2002
BA, Economics
Rachel Greer's UBS Investment Bank Experience 2003 - 2005
Job Attorney at Stone Harbor Investment Partners
Industry Law Practice
Experience
Stone Harbor Investment Partners April 2011 - Present
Sadis & Goldberg LLP September 2008 - May 2011
UBS Investment Bank 2003 - 2005
Skills
Securities Regulation, FINRA, Investments, Hedge Funds, Mutual Funds, Private Equity, SEC, Securities
Education
Brooklyn Law School 2005 — 2008
JD
University of California, Los Angeles 1998 — 2002
Bachelor of Arts (BA)
Stone Harbor Investment Partners April 2011 - Present
Sadis & Goldberg LLP September 2008 - May 2011
UBS Investment Bank 2003 - 2005
Skills
Securities Regulation, FINRA, Investments, Hedge Funds, Mutual Funds, Private Equity, SEC, Securities
Education
Brooklyn Law School 2005 — 2008
JD
University of California, Los Angeles 1998 — 2002
Bachelor of Arts (BA)
Sarah Starkweather's UBS Investment Bank Experience April 2009 - December 2009
Job Director and US Counsel at UBS
Industry Financial Services
Experience
UBS September 2009 - Present
UBS Investment Bank April 2009 - December 2009
UBS Investment Bank June 2006 - March 2009
The Bond Market Association December 2004 - June 2006
SIFMA - The Securities and Financial Markets Association 2004 - 2006
Fannie Mae 2003 - 2004
Brown & Wood 1999 - 2000
The Bond Market Association 1995 - 1999
White & Case 1986 - 1995
Macmillan 1982 - 1986
Education
Brooklyn Law School 1982 — 1986
JD
Dartmouth College 1973 — 1977
AB, Spanish literature
St. Paul's School 1971 — 1973
UBS September 2009 - Present
UBS Investment Bank April 2009 - December 2009
UBS Investment Bank June 2006 - March 2009
The Bond Market Association December 2004 - June 2006
SIFMA - The Securities and Financial Markets Association 2004 - 2006
Fannie Mae 2003 - 2004
Brown & Wood 1999 - 2000
The Bond Market Association 1995 - 1999
White & Case 1986 - 1995
Macmillan 1982 - 1986
Education
Brooklyn Law School 1982 — 1986
JD
Dartmouth College 1973 — 1977
AB, Spanish literature
St. Paul's School 1971 — 1973
Aparna Bhattacharya's UBS Investment Bank Experience September 2008 - February 2009
Job Enterprise Data Management at Nomura America Services LLC
Industry Banking
Experience
Nomura America Services LLC October 2013 - Present
Morgan Stanley October 2009 - September 2013
Morgan Stanley April 2009 - October 2009
UBS Investment Bank September 2008 - February 2009
UBS Investment Bank August 2006 - September 2008
AIB June 2004 - August 2004
AIB June 2003 - July 2003
Skills
Fixed Income, Reference Data, Financial Markets, Bonds, Equities, Equity Derivatives, Capital Markets
Education
Bryn Mawr College 2002 — 2006
BA, Math Major; Philosophy minor
Nomura America Services LLC October 2013 - Present
Morgan Stanley October 2009 - September 2013
Morgan Stanley April 2009 - October 2009
UBS Investment Bank September 2008 - February 2009
UBS Investment Bank August 2006 - September 2008
AIB June 2004 - August 2004
AIB June 2003 - July 2003
Skills
Fixed Income, Reference Data, Financial Markets, Bonds, Equities, Equity Derivatives, Capital Markets
Education
Bryn Mawr College 2002 — 2006
BA, Math Major; Philosophy minor
Jessica Shu's UBS Investment Bank Experience June 2010 - August 2010
Job Project Manager/Buyer/Sales/Executive Assistant to CEO at AJ Collections
Industry Human Resources
Experience
AJ Collections September 2013 - Present
UBS 2011 - June 2013
UBS Investment Bank June 2010 - August 2010
Catalyst Inc. July 2009 - August 2009
Muirfield Partners June 2009 - July 2009
Various Companies July 2008 - July 2009
Various Productions July 2008 - July 2009
iPressroom/Schwartzman & Associates, Inc. April 2009 - May 2009
Huntington Marketing December 2008 - March 2009
World Coast Management July 2008 - September 2008
Skills
Emerging Markets, Start-up Environment, Diversity & Inclusion, Talent Acquisition, Talent Management, Social Media, Social Entrepreneurship, Venture Philanthropy, Media Production, Journalism, Advertising, Marketing, Public Relations, Chinese, Portuguese, Taiwanese, Spanish, Globalization, International Education, International Mobility
Education
London School of Economics and Political Science-Peking University 2014 — 2014
Global Leadership, Management, Entrepreneurship
Bryn Mawr College 2006 — 2010
Growth and Structure of Cities- Psychology, Sociology, Culture and the Global Economy
University of Pennsylvania 2006 — 2010
National Taiwan Normal University 2006 — 2006
Chinese
AJ Collections September 2013 - Present
UBS 2011 - June 2013
UBS Investment Bank June 2010 - August 2010
Catalyst Inc. July 2009 - August 2009
Muirfield Partners June 2009 - July 2009
Various Companies July 2008 - July 2009
Various Productions July 2008 - July 2009
iPressroom/Schwartzman & Associates, Inc. April 2009 - May 2009
Huntington Marketing December 2008 - March 2009
World Coast Management July 2008 - September 2008
Skills
Emerging Markets, Start-up Environment, Diversity & Inclusion, Talent Acquisition, Talent Management, Social Media, Social Entrepreneurship, Venture Philanthropy, Media Production, Journalism, Advertising, Marketing, Public Relations, Chinese, Portuguese, Taiwanese, Spanish, Globalization, International Education, International Mobility
Education
London School of Economics and Political Science-Peking University 2014 — 2014
Global Leadership, Management, Entrepreneurship
Bryn Mawr College 2006 — 2010
Growth and Structure of Cities- Psychology, Sociology, Culture and the Global Economy
University of Pennsylvania 2006 — 2010
National Taiwan Normal University 2006 — 2006
Chinese
Brian Sharnick's UBS Investment Bank Experience July 2009 - November 2009
Job Junior Metal Trader at Trafigura
Industry Financial Services
Experience
Trafigura October 2010 - Present
Trafigura November 2009 - October 2010
UBS Investment Bank July 2009 - November 2009
Liquid Extreme Corporation September 2008 - June 2009
Education
Brown University 2004 — 2008
BA, Economics and Commerce, Organizations, & Entrepreneurship
Fairfield Prep 2000 — 2004
Trafigura October 2010 - Present
Trafigura November 2009 - October 2010
UBS Investment Bank July 2009 - November 2009
Liquid Extreme Corporation September 2008 - June 2009
Education
Brown University 2004 — 2008
BA, Economics and Commerce, Organizations, & Entrepreneurship
Fairfield Prep 2000 — 2004
Jonathan Gottlieb's UBS Investment Bank Experience November 2000 - September 2004
Job Managing Director/Associate General Counsel at RBS Global Banking and Markets
Industry Financial Services
Experience
RBS Global Banking & Markets September 2004 - Present
UBS Investment Bank November 2000 - September 2004
PaineWebber May 1997 - November 2000
US Securities and Exchange Commission September 1992 - May 1997
Drexel Burnham Lambert August 1985 - June 1988
Skills
Securities, Securities Regulation, Hedge Funds, SEC, Dodd-Frank, Securities Litigation, Fraud, Financial Regulation, Securities Lending, Banking Law
Education
Brooklyn Law School 1989 — 1992
JD, Law
Union College 1981 — 1985
BA, History
RBS Global Banking & Markets September 2004 - Present
UBS Investment Bank November 2000 - September 2004
PaineWebber May 1997 - November 2000
US Securities and Exchange Commission September 1992 - May 1997
Drexel Burnham Lambert August 1985 - June 1988
Skills
Securities, Securities Regulation, Hedge Funds, SEC, Dodd-Frank, Securities Litigation, Fraud, Financial Regulation, Securities Lending, Banking Law
Education
Brooklyn Law School 1989 — 1992
JD, Law
Union College 1981 — 1985
BA, History
Ryan Bondroff's UBS Investment Bank Experience 2007 - 2009
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2013 - Present
RSB Consulting LLC 2012 - Present
SFW Capital Partners 2012 - 2013
Jefferies & Company 2009 - 2011
UBS Investment Bank 2007 - 2009
UBS Investment Bank 2004 - June 2007
Skills
Valuation, Private Equity, Investment Banking, Financial Modeling, Financial Analysis, Capital Markets
Education
Bucknell University 2000 — 2004
BA, Political Science and Philosophy
Credit Suisse June 2013 - Present
RSB Consulting LLC 2012 - Present
SFW Capital Partners 2012 - 2013
Jefferies & Company 2009 - 2011
UBS Investment Bank 2007 - 2009
UBS Investment Bank 2004 - June 2007
Skills
Valuation, Private Equity, Investment Banking, Financial Modeling, Financial Analysis, Capital Markets
Education
Bucknell University 2000 — 2004
BA, Political Science and Philosophy
Nancy L. Bertolino, General Corporate Counsel's UBS Investment Bank Experience September 2005 - November 2007
Job Excellent, BusinessSavvy Attorney Whose MultiIndustry Experience Transcends Law Degree
Industry Legal Services
Experience
Nancy L. Bertolino, Esq., NY Attorney January 2009 - Present
Nancy L. Bertolino, Esq., JD January 2009 - Present
Law Offices of Steven P. Bertolino 2009 - 2015
RBS Americas and Citizens Bank March 2008 - December 2008
UBS Investment Bank September 2005 - November 2007
GE Capital Corporation, Commercial Finance August 1999 - September 2005
Kramer Levin Naftalis & Frankel LLP August 1998 - September 1999
North Carolina Central University School of Law July 1997 - June 1998
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 1988 - July 1997
U.S. Attorneys Office, EDNY May 1986 - August 1986
Skills
Loss Mitigation, Loan Modifications, Mediation, Restructuring, Mergers, Corporate Law, Bankruptcy, Corporate Governance, Capital Markets, Corporate Finance, Risk Management, Litigation, Employment Law, Valuation, Investment Banking, Legal Writing, Intellectual Property, Portfolio Management, Securities, Loans, Investments, Legal Advice, Finance, Due Diligence, Financial Services, Private Equity, Civil Litigation, Executive Management, Joint Ventures, Real Estate, Management, Leadership, Litigation Support, Entrepreneurship, Mergers, Analysis, Dispute Resolution
Education
Brooklyn Law School 1985 — 1988
JD, Law
New York University 1981 — 1985
B.A., Journalism
Nancy L. Bertolino, Esq., NY Attorney January 2009 - Present
Nancy L. Bertolino, Esq., JD January 2009 - Present
Law Offices of Steven P. Bertolino 2009 - 2015
RBS Americas and Citizens Bank March 2008 - December 2008
UBS Investment Bank September 2005 - November 2007
GE Capital Corporation, Commercial Finance August 1999 - September 2005
Kramer Levin Naftalis & Frankel LLP August 1998 - September 1999
North Carolina Central University School of Law July 1997 - June 1998
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 1988 - July 1997
U.S. Attorneys Office, EDNY May 1986 - August 1986
Skills
Loss Mitigation, Loan Modifications, Mediation, Restructuring, Mergers, Corporate Law, Bankruptcy, Corporate Governance, Capital Markets, Corporate Finance, Risk Management, Litigation, Employment Law, Valuation, Investment Banking, Legal Writing, Intellectual Property, Portfolio Management, Securities, Loans, Investments, Legal Advice, Finance, Due Diligence, Financial Services, Private Equity, Civil Litigation, Executive Management, Joint Ventures, Real Estate, Management, Leadership, Litigation Support, Entrepreneurship, Mergers, Analysis, Dispute Resolution
Education
Brooklyn Law School 1985 — 1988
JD, Law
New York University 1981 — 1985
B.A., Journalism
Matthew Galati, CFA's UBS Investment Bank Experience 2011 - 2012
Job Executive Director at J.P. Morgan Alternative Investments
Industry Investment Management
Experience
J.P. Morgan Alternative Investments 2012 - Present
UBS Investment Bank 2011 - 2012
Barclays Capital (Lehman Brothers) 2005 - 2011
Deutsche Bank Securities 2003 - 2005
Fleet Bank 2002 - 2003
Skills
Equity Research, Fixed Income, Mergers & Acquisitions, Capital Markets, Investment Banking, Hedge Funds, Alternative Investments, Equities, Financial Modeling
Education
Brown University 1998 — 2002
Economics; Organizational Behavior and Management
Chartered Financial Analyst (CFA) Program
J.P. Morgan Alternative Investments 2012 - Present
UBS Investment Bank 2011 - 2012
Barclays Capital (Lehman Brothers) 2005 - 2011
Deutsche Bank Securities 2003 - 2005
Fleet Bank 2002 - 2003
Skills
Equity Research, Fixed Income, Mergers & Acquisitions, Capital Markets, Investment Banking, Hedge Funds, Alternative Investments, Equities, Financial Modeling
Education
Brown University 1998 — 2002
Economics; Organizational Behavior and Management
Chartered Financial Analyst (CFA) Program
Karina Gidwani's UBS Investment Bank Experience July 2009 - June 2011
Job Structured Products and Real Estate
Industry Financial Services
Experience
Angelo, Gordon & Co. June 2011 - Present
UBS Investment Bank July 2009 - June 2011
Deloitte & Touche March 2008 - July 2009
Deloitte & Touche August 2006 - March 2008
Education
Bucknell University 2002 — 2006
BS, Management, Math, Computer Science
Angelo, Gordon & Co. June 2011 - Present
UBS Investment Bank July 2009 - June 2011
Deloitte & Touche March 2008 - July 2009
Deloitte & Touche August 2006 - March 2008
Education
Bucknell University 2002 — 2006
BS, Management, Math, Computer Science
Keith Lockwood's UBS Investment Bank Experience 1998 - 2009
Job Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company 2009 - Present
UBS Investment Bank 1998 - 2009
Education
Bucknell University 1992 — 1996
Jefferies & Company 2009 - Present
UBS Investment Bank 1998 - 2009
Education
Bucknell University 1992 — 1996
Bill Georges's UBS Investment Bank Experience 2003 - 2005
Job Vice President, Business Development at Horizon Blue Cross Blue Shield of New Jersey
Industry Insurance
Experience
Horizon Blue Cross Blue Shield of New Jersey 2015 - Present
Horizon Blue Cross Blue Shield of New Jersey 2011 - 2015
Horizon Blue Cross Blue Shield of NJ 2008 - 2011
JP Morgan 2005 - 2008
UBS Investment Bank 2003 - 2005
Skills
Financial Modeling, Valuation, Equities, Investments, Capital Markets, Hedge Funds, Investment Banking, Financial Analysis, Private Equity, Corporate Finance, Managed Care, Health Insurance
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance
Villanova University School of Law 1992 — 1995
JD, Law
Brown University 1988 — 1992
AB, Economics, Magna cum laude
Horizon Blue Cross Blue Shield of New Jersey 2015 - Present
Horizon Blue Cross Blue Shield of New Jersey 2011 - 2015
Horizon Blue Cross Blue Shield of NJ 2008 - 2011
JP Morgan 2005 - 2008
UBS Investment Bank 2003 - 2005
Skills
Financial Modeling, Valuation, Equities, Investments, Capital Markets, Hedge Funds, Investment Banking, Financial Analysis, Private Equity, Corporate Finance, Managed Care, Health Insurance
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance
Villanova University School of Law 1992 — 1995
JD, Law
Brown University 1988 — 1992
AB, Economics, Magna cum laude
Todd Holloman's UBS Investment Bank Experience August 2010 - July 2013
Job Senior Operations Associate at Bonds.com
Industry Investment Banking
Experience
MTS Markets International, Inc. July 2013 - Present
UBS Investment Bank August 2010 - July 2013
UBS Investment Bank June 2007 - August 2010
UBS Investment Bank July 2006 - June 2007
Pitney Bowes July 2004 - July 2006
UBS Wealth Management January 2002 - July 2004
Skills
Fixed Income, Bloomberg, Equities, Trading, CDS, Electronic Trading, Middle Office, Securities, Market Data, Trading Systems, Series 7, Securities Lending, Interest Rate..., Settlement, Capital Markets, Equity Derivatives, Bloomberg Terminal, Series 63, Rates, Risk Management, MBS, Equity Trading, Bonds, Credit Derivatives, Derivatives, Emerging Markets, Financial Services, Investments, Prime Brokerage, Options, Interest Rates, Investment Banking, Finance, Hedge Funds, Management, Business Analysis, Financial Markets, Analysis, Mutual Funds, Structured Products, Financial Analysis, Process Improvement, FX Options, Valuation, Banking, Financial Modeling, Alternative Investments, Treasury, Back Office, Leadership
Education
Jack Welch Management Institute 2014 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.96
Bucknell University 1993 — 1997
Bachelor of Arts (B.A.), Finance and Economics
MTS Markets International, Inc. July 2013 - Present
UBS Investment Bank August 2010 - July 2013
UBS Investment Bank June 2007 - August 2010
UBS Investment Bank July 2006 - June 2007
Pitney Bowes July 2004 - July 2006
UBS Wealth Management January 2002 - July 2004
Skills
Fixed Income, Bloomberg, Equities, Trading, CDS, Electronic Trading, Middle Office, Securities, Market Data, Trading Systems, Series 7, Securities Lending, Interest Rate..., Settlement, Capital Markets, Equity Derivatives, Bloomberg Terminal, Series 63, Rates, Risk Management, MBS, Equity Trading, Bonds, Credit Derivatives, Derivatives, Emerging Markets, Financial Services, Investments, Prime Brokerage, Options, Interest Rates, Investment Banking, Finance, Hedge Funds, Management, Business Analysis, Financial Markets, Analysis, Mutual Funds, Structured Products, Financial Analysis, Process Improvement, FX Options, Valuation, Banking, Financial Modeling, Alternative Investments, Treasury, Back Office, Leadership
Education
Jack Welch Management Institute 2014 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.96
Bucknell University 1993 — 1997
Bachelor of Arts (B.A.), Finance and Economics
Robert Greco's UBS Investment Bank Experience March 2010 - Present
Job
Industry Investment Banking
Experience
UBS Investment Bank March 2010 - Present
UBS Investment Bank December 1997 - Present
Skills
Fixed Income, Capital Markets, Business Analysis, Bloomberg, Financial Markets, Vendor Management, Business Intelligence
Education
The University of Connecticut School of Business 1996 — 2000
MBA
Bucknell University 1989 — 1993
BA
UBS Investment Bank March 2010 - Present
UBS Investment Bank December 1997 - Present
Skills
Fixed Income, Capital Markets, Business Analysis, Bloomberg, Financial Markets, Vendor Management, Business Intelligence
Education
The University of Connecticut School of Business 1996 — 2000
MBA
Bucknell University 1989 — 1993
BA
Jacqueline (Cunningham) Fliszary's UBS Investment Bank Experience April 2012 - Present
Job Capital Markets Documentation
Industry Financial Services
Experience
UBS Investment Bank April 2012 - Present
Citigroup Global Markets Inc. November 2010 - April 2012
Credit Suisse (Axiom Legal) February 2009 - September 2010
JPMorgan Chase & Co. April 1991 - June 2008
Salomon Brothers Inc. November 1988 - April 1991
Skills
Derivatives, Hedge Funds, Capital Markets, Prime Brokerage, Fixed Income
Education
Fordham University School of Law 1992 — 1995
J.D.
Brooklyn Law School 1991 — 1992
Fordham University 1984 — 1988
B.A., Communications
UBS Investment Bank April 2012 - Present
Citigroup Global Markets Inc. November 2010 - April 2012
Credit Suisse (Axiom Legal) February 2009 - September 2010
JPMorgan Chase & Co. April 1991 - June 2008
Salomon Brothers Inc. November 1988 - April 1991
Skills
Derivatives, Hedge Funds, Capital Markets, Prime Brokerage, Fixed Income
Education
Fordham University School of Law 1992 — 1995
J.D.
Brooklyn Law School 1991 — 1992
Fordham University 1984 — 1988
B.A., Communications
Daniel Zweben's UBS Investment Bank Experience September 2011 - July 2014
Job Vice President at Lazard
Industry Investment Banking
Experience
Lazard July 2014 - Present
UBS Investment Bank September 2011 - July 2014
Skadden Arps September 2008 - September 2011
Skills
Capital Markets, Private Equity, Mergers & Acquisitions, Corporate Finance, Valuation, Financial Modeling, Investment Banking, Equities, Corporate Law, Financial Analysis, Securities
Education
Brooklyn Law School 2005 — 2008
J.D.
Tulane University - A.B. Freeman School of Business 2001 — 2005
B.S.M., Finance, Economics
Lazard July 2014 - Present
UBS Investment Bank September 2011 - July 2014
Skadden Arps September 2008 - September 2011
Skills
Capital Markets, Private Equity, Mergers & Acquisitions, Corporate Finance, Valuation, Financial Modeling, Investment Banking, Equities, Corporate Law, Financial Analysis, Securities
Education
Brooklyn Law School 2005 — 2008
J.D.
Tulane University - A.B. Freeman School of Business 2001 — 2005
B.S.M., Finance, Economics
Arnold Cohn's UBS Investment Bank Experience May 2000 - May 2014
Job SVP Operations at HLSS SEZ LP
Industry Investment Banking
Experience
HLSS SEZ LP October 2014 - August 2015
UBS Investment Bank May 2000 - May 2014
First Financial Equities, Inc August 1999 - May 2000
Walsh Securities, Inc August 1994 - August 1999
Donaldson Lufkin & Jenrette September 1992 - August 1994
Carteret Savings Bank, FA June 1986 - September 1992
Skills
Due Diligence, Risk Management, Banking, Structured Finance, Valuation, Financial Analysis, Mortgage Lending, Credit, Asset Management, Capital Markets, Portfolio Management, Fixed Income, Credit Risk, Securitization, Financial Structuring, Investment Banking, Structured Products, Hedge Funds, Derivatives, Relationship Management, Equities, Bonds, Securities, Private Equity, Bloomberg
Education
Seton Hall University 1990 — 1994
MBA, Finance
Brown University 1982 — 1986
BA, Business Economics
HLSS SEZ LP October 2014 - August 2015
UBS Investment Bank May 2000 - May 2014
First Financial Equities, Inc August 1999 - May 2000
Walsh Securities, Inc August 1994 - August 1999
Donaldson Lufkin & Jenrette September 1992 - August 1994
Carteret Savings Bank, FA June 1986 - September 1992
Skills
Due Diligence, Risk Management, Banking, Structured Finance, Valuation, Financial Analysis, Mortgage Lending, Credit, Asset Management, Capital Markets, Portfolio Management, Fixed Income, Credit Risk, Securitization, Financial Structuring, Investment Banking, Structured Products, Hedge Funds, Derivatives, Relationship Management, Equities, Bonds, Securities, Private Equity, Bloomberg
Education
Seton Hall University 1990 — 1994
MBA, Finance
Brown University 1982 — 1986
BA, Business Economics
Hitomi Okamoto's UBS Investment Bank Experience October 2005 - August 2008
Job MBA class of 2012 Columbia Business School
Industry Financial Services
Experience
UBS Wealth Management August 2008 - August 2010
UBS Investment Bank October 2005 - August 2008
Skills
Valuation, Financial Modeling, Corporate Finance, Capital Markets, Private Equity
Education
Columbia Business School 2010 — 2012
MBA
Bryn Mawr College 2003 — 2003
Exchange student
UBS Wealth Management August 2008 - August 2010
UBS Investment Bank October 2005 - August 2008
Skills
Valuation, Financial Modeling, Corporate Finance, Capital Markets, Private Equity
Education
Columbia Business School 2010 — 2012
MBA
Bryn Mawr College 2003 — 2003
Exchange student
Amber DelPrete's UBS Investment Bank Experience July 2009 - July 2010
Job Staff RN at Bridgeport Hospital
Industry Hospital & Health Care
Experience
Bridgeport Hospital March 2014 - Present
Connecticut Weekender April 2012 - Present
Compass Furnished Apartments January 2012 - Present
Compass Furnished Apartments August 2010 - January 2012
UBS Investment Bank July 2009 - July 2010
Passionist Volunteers International June 2008 - June 2009
Adrienne Kirby Family Literacy Project June 2006 - May 2008
Prudential Financial June 2006 - May 2007
Skills
Social Media, Social Media Marketing, Blogging, Facebook, Advertising, Leadership, Nonprofits, Social Networking, SEO, Event Planning, Salesforce.com, Twitter, LinkedIn, Project Planning, Cardiology, Nursing, Healthcare, Inpatient, Healthcare Information..., Epic Systems, Cerner
Education
Bridgeport Hospital School of Nursing 2012 — 2013
Diploma in Nursing, Nursing
Fairfield University 2004 — 2008
Bachelors of Science, Finance & Information Systems
Derby High School 2000 — 2004
Bridgeport Hospital March 2014 - Present
Connecticut Weekender April 2012 - Present
Compass Furnished Apartments January 2012 - Present
Compass Furnished Apartments August 2010 - January 2012
UBS Investment Bank July 2009 - July 2010
Passionist Volunteers International June 2008 - June 2009
Adrienne Kirby Family Literacy Project June 2006 - May 2008
Prudential Financial June 2006 - May 2007
Skills
Social Media, Social Media Marketing, Blogging, Facebook, Advertising, Leadership, Nonprofits, Social Networking, SEO, Event Planning, Salesforce.com, Twitter, LinkedIn, Project Planning, Cardiology, Nursing, Healthcare, Inpatient, Healthcare Information..., Epic Systems, Cerner
Education
Bridgeport Hospital School of Nursing 2012 — 2013
Diploma in Nursing, Nursing
Fairfield University 2004 — 2008
Bachelors of Science, Finance & Information Systems
Derby High School 2000 — 2004
Stewart Kesmodel's UBS Investment Bank Experience May 2014 - Present
Job Managing Director Head of Business Development at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank May 2014 - Present
UBS Investment Bank May 2008 - May 2014
UBS Investment Bank January 2006 - April 2014
UBS Investment Bank March 2000 - January 2006
CIBC World Markets July 1998 - March 2000
Skills
Venture Capital, Mergers & Acquisitions, Investment Banking, Financial Modeling, Valuation, Hedge Funds, Capital Markets, Corporate Finance, Private Equity, Corporate Development, Growth Capital, Equities, Finance, Business Development
Education
Brown University 1994 — 1998
B.A., Organizational Behavior and Management
Gilman School 1988 — 1994
UBS Investment Bank May 2014 - Present
UBS Investment Bank May 2008 - May 2014
UBS Investment Bank January 2006 - April 2014
UBS Investment Bank March 2000 - January 2006
CIBC World Markets July 1998 - March 2000
Skills
Venture Capital, Mergers & Acquisitions, Investment Banking, Financial Modeling, Valuation, Hedge Funds, Capital Markets, Corporate Finance, Private Equity, Corporate Development, Growth Capital, Equities, Finance, Business Development
Education
Brown University 1994 — 1998
B.A., Organizational Behavior and Management
Gilman School 1988 — 1994
KC Donahey's UBS Investment Bank Experience June 2000 - August 2003
Job COO West Florida Healthcare at HCA
Industry Hospital & Health Care
Experience
HCA September 2013 - Present
HCA August 2009 - July 2013
Parkridge Medical Center June 2005 - July 2009
UBS Investment Bank June 2000 - August 2003
Skills
Physician Relations, Healthcare Management, Revenue Cycle, Healthcare Information..., Healthcare, Hospitals, Revenue Cycle Management, Healthcare Consulting, EMR, EHR, JCAHO, Managed Care, HIPAA, Nursing, Quality Improvement, Medicare, Patient Safety, Process Improvement, Medicaid, Physicians, Meditech, Practice Management, Healthcare Industry
Education
Vanderbilt University - Owen Graduate School of Management 2003 — 2005
Master of Business Administration (MBA)
Bucknell University 1995 — 2000
BSBA
HCA September 2013 - Present
HCA August 2009 - July 2013
Parkridge Medical Center June 2005 - July 2009
UBS Investment Bank June 2000 - August 2003
Skills
Physician Relations, Healthcare Management, Revenue Cycle, Healthcare Information..., Healthcare, Hospitals, Revenue Cycle Management, Healthcare Consulting, EMR, EHR, JCAHO, Managed Care, HIPAA, Nursing, Quality Improvement, Medicare, Patient Safety, Process Improvement, Medicaid, Physicians, Meditech, Practice Management, Healthcare Industry
Education
Vanderbilt University - Owen Graduate School of Management 2003 — 2005
Master of Business Administration (MBA)
Bucknell University 1995 — 2000
BSBA
Machiyu Ioka's UBS Investment Bank Experience March 2013 - Present
Job Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank March 2013 - Present
UBS Investment Bank September 2011 - March 2013
UBS Investment Bank December 2006 - September 2011
Citigroup July 2004 - December 2006
Education
New York University 2009 — 2011
Masters in Business Administration: Leonard N. Stern School of Business, Corporate Finance, Economics, Law, 3.7
Bucknell University 2000 — 2004
Bachelor of Science in Business Administration, Business Management, 3.6
Canadian Academy 1996 — 2000
High School
UBS Investment Bank March 2013 - Present
UBS Investment Bank September 2011 - March 2013
UBS Investment Bank December 2006 - September 2011
Citigroup July 2004 - December 2006
Education
New York University 2009 — 2011
Masters in Business Administration: Leonard N. Stern School of Business, Corporate Finance, Economics, Law, 3.7
Bucknell University 2000 — 2004
Bachelor of Science in Business Administration, Business Management, 3.6
Canadian Academy 1996 — 2000
High School
marc neves's UBS Investment Bank Experience May 1997 - May 1998
Job Consultant, Prana Invesfments
Industry Real Estate
Experience
Prana Investments January 2012 - Present
Prana Investments March 2007 - December 2011
Prana Investments September 1998 - March 2007
Prana Investments May 1998 - September 1998
UBS Investment Bank May 1997 - May 1998
The Abernathy MacGregor Group September 1995 - August 1996
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Brown University 1985 — 1989
BA, Media Studies
Prana Investments January 2012 - Present
Prana Investments March 2007 - December 2011
Prana Investments September 1998 - March 2007
Prana Investments May 1998 - September 1998
UBS Investment Bank May 1997 - May 1998
The Abernathy MacGregor Group September 1995 - August 1996
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Brown University 1985 — 1989
BA, Media Studies
Jonathan Banks's UBS Investment Bank Experience November 2000 - June 2009
Job BNP Paribas, Consultant
Industry Banking
Experience
BNP Paribas November 2014 - Present
Colorado Federal Savings Bank August 2013 - September 2014
Provident Funding Associates May 2011 - August 2013
Deutsche Bank Securities August 2009 - March 2011
UBS Investment Bank November 2000 - June 2009
PaineWebber Group, Inc 1988 - 2001
Skills
Fixed Income, Capital Markets, Loan Origination, Credit, Loans, Mortgage Lending, Structured Finance, Credit Analysis, Mortgage Banking, Residential Mortgages, Portfolio Management, Banking, Credit Risk, Underwriting, Refinance
Education
Rutgers, The State University of New Jersey-Newark 1983 — 1985
Master of Business Administration (MBA), Finance
Brandeis University 1978 — 1982
Bachelor of Arts (B.A.)
BNP Paribas November 2014 - Present
Colorado Federal Savings Bank August 2013 - September 2014
Provident Funding Associates May 2011 - August 2013
Deutsche Bank Securities August 2009 - March 2011
UBS Investment Bank November 2000 - June 2009
PaineWebber Group, Inc 1988 - 2001
Skills
Fixed Income, Capital Markets, Loan Origination, Credit, Loans, Mortgage Lending, Structured Finance, Credit Analysis, Mortgage Banking, Residential Mortgages, Portfolio Management, Banking, Credit Risk, Underwriting, Refinance
Education
Rutgers, The State University of New Jersey-Newark 1983 — 1985
Master of Business Administration (MBA), Finance
Brandeis University 1978 — 1982
Bachelor of Arts (B.A.)
Ben Sunderland's UBS Investment Bank Experience June 2012 - August 2012
Job Structured Finance, Renewable Energy
Industry Renewables & Environment
Experience
Vivint Solar May 2014 - Present
Vivint Solar February 2013 - May 2014
Cross Creek Advisors, LLC September 2011 - May 2013
University Venture Fund May 2011 - January 2013
Village Capital September 2012 - December 2012
UBS Investment Bank June 2012 - August 2012
Domo Technologies November 2011 - January 2012
Granada Advisors November 2010 - September 2011
Education
Brigham Young University 2010 — 2014
Bachelor of Science (BS), Business Management
Vivint Solar May 2014 - Present
Vivint Solar February 2013 - May 2014
Cross Creek Advisors, LLC September 2011 - May 2013
University Venture Fund May 2011 - January 2013
Village Capital September 2012 - December 2012
UBS Investment Bank June 2012 - August 2012
Domo Technologies November 2011 - January 2012
Granada Advisors November 2010 - September 2011
Education
Brigham Young University 2010 — 2014
Bachelor of Science (BS), Business Management
Douglas Squires's UBS Investment Bank Experience September 2013 - Present
Job Managing Director at UBS
Industry Financial Services
Experience
UBS Investment Bank September 2013 - Present
Self-employed July 2012 - September 2012
Credit Suisse January 2011 - June 2012
Credit Suisse September 2004 - December 2010
Skills
Business Analysis, Financial Analysis, Business Strategy, Project Management, Banking, Investments, Valuation, Corporate Finance, Mergers & Acquisitions
Education
Brown University 1969 — 1973
Bachelor of Arts (B.A.), American Civilization
Harvard Business School
Master of Business Administration (MBA), Finance, General
UBS Investment Bank September 2013 - Present
Self-employed July 2012 - September 2012
Credit Suisse January 2011 - June 2012
Credit Suisse September 2004 - December 2010
Skills
Business Analysis, Financial Analysis, Business Strategy, Project Management, Banking, Investments, Valuation, Corporate Finance, Mergers & Acquisitions
Education
Brown University 1969 — 1973
Bachelor of Arts (B.A.), American Civilization
Harvard Business School
Master of Business Administration (MBA), Finance, General
Hans van Hell's UBS Investment Bank Experience 2003 - 2012
Job Investment Banking Professional
Industry Investment Banking
Experience
UBS Investment Bank 2003 - 2012
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
Master of Business Administration (MBA), Accounting and Finance
Brown University 1991 — 1995
Bachelor of Arts (B.A.), Economics
UBS Investment Bank 2003 - 2012
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
Master of Business Administration (MBA), Accounting and Finance
Brown University 1991 — 1995
Bachelor of Arts (B.A.), Economics
Jeremy Metz's UBS Investment Bank Experience November 2013 - Present
Job Real Estate at UBS
Industry Real Estate
Experience
UBS Investment Bank November 2013 - Present
Deutsche Bank 2010 - November 2013
Louis Dreyfus Property Group 2009 - 2010
Rockrose Development Corp. November 2008 - November 2009
J.P. Morgan 2001 - 2008
Skills
Real Estate, Acquisitions, Valuation, Financial Modeling, Investments, Asset Management, Research, Capital Markets, Trading, Equities
Education
Brown University 1997 — 2001
Bachelor of Arts (B.A.), Business Economics
UBS Investment Bank November 2013 - Present
Deutsche Bank 2010 - November 2013
Louis Dreyfus Property Group 2009 - 2010
Rockrose Development Corp. November 2008 - November 2009
J.P. Morgan 2001 - 2008
Skills
Real Estate, Acquisitions, Valuation, Financial Modeling, Investments, Asset Management, Research, Capital Markets, Trading, Equities
Education
Brown University 1997 — 2001
Bachelor of Arts (B.A.), Business Economics