UBS Investment Bank
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UBS Investment Bank Employees
Employee
Years
Job
Industry
N. Michael Farah N. Michael Farah's UBS Investment Bank Experience July 2001 - July 2003
Job Principal at Linden Capital Partners
Industry Venture Capital & Private Equity
Experience
Linden LLC May 2014 - Present
Metalmark Capital July 2008 - April 2014
Summit Partners July 2003 - July 2006
UBS Investment Bank July 2001 - July 2003
Education
Harvard Business School 2006 — 2008
Master of Business Administration (MBA)
Carnegie Mellon University 1997 — 2001
Bachelor's degree, Finance, General
Linden LLC May 2014 - Present
Metalmark Capital July 2008 - April 2014
Summit Partners July 2003 - July 2006
UBS Investment Bank July 2001 - July 2003
Education
Harvard Business School 2006 — 2008
Master of Business Administration (MBA)
Carnegie Mellon University 1997 — 2001
Bachelor's degree, Finance, General
Julia Georgiana Vasiliu Julia Georgiana Vasiliu's UBS Investment Bank Experience May 2003 - August 2004
Job Executive Assistant to CEO
Industry Venture Capital & Private Equity
Experience
Fan TV acquired by ROVI May 2013 - Present
Tealeaf Technology November 2011 - December 2012
Vector Capital October 2008 - October 2011
Piper Jaffray Investment Bank September 2004 - September 2008
UBS Investment Bank May 2003 - August 2004
Deutsche Bank Securities, Inc February 2000 - May 2003
Skills
Event Planning, Conferences, College Recruiting, Marketing, Customer Service, Outlook, Public Relations, Negotiation, Email Marketing, Strategic Planning, Account Management, Training, Time Management, Management, Human Resources, Recruiting
Education
California State University-Hayward 1997 — 2000
BA, Psychology
Dunarea De Jos University , Romania
BA, Romanian literature
Fan TV acquired by ROVI May 2013 - Present
Tealeaf Technology November 2011 - December 2012
Vector Capital October 2008 - October 2011
Piper Jaffray Investment Bank September 2004 - September 2008
UBS Investment Bank May 2003 - August 2004
Deutsche Bank Securities, Inc February 2000 - May 2003
Skills
Event Planning, Conferences, College Recruiting, Marketing, Customer Service, Outlook, Public Relations, Negotiation, Email Marketing, Strategic Planning, Account Management, Training, Time Management, Management, Human Resources, Recruiting
Education
California State University-Hayward 1997 — 2000
BA, Psychology
Dunarea De Jos University , Romania
BA, Romanian literature
Jessica(Yuqian) Zhao Jessica(Yuqian) Zhao's UBS Investment Bank Experience June 2010 - July 2010
Job Software Engineer at Sony Network Entertainment
Industry Computer Software
Experience
Sony Network Entertainment Int'l (SNEI) June 2014 - Present
Sony Network Entertainment Int'l (SNEI) June 2013 - June 2014
eHarmony.com July 2011 - May 2013
UBS Investment Bank June 2010 - July 2010
Alcatel-Lucent August 2008 - December 2008
Skills
Java, Spring, Python, Hadoop, Bash, Machine Learning, Web Services, Groovy, SQL, JavaScript, Hibernate, JMS, REST
Education
Carnegie Mellon University 2010 — 2011
Master of Science, Electrical & Computer Engineering
Ocean University of China 2005 — 2009
Bachelor's Degree, Electrical Engineering
Sony Network Entertainment Int'l (SNEI) June 2014 - Present
Sony Network Entertainment Int'l (SNEI) June 2013 - June 2014
eHarmony.com July 2011 - May 2013
UBS Investment Bank June 2010 - July 2010
Alcatel-Lucent August 2008 - December 2008
Skills
Java, Spring, Python, Hadoop, Bash, Machine Learning, Web Services, Groovy, SQL, JavaScript, Hibernate, JMS, REST
Education
Carnegie Mellon University 2010 — 2011
Master of Science, Electrical & Computer Engineering
Ocean University of China 2005 — 2009
Bachelor's Degree, Electrical Engineering
Luke Droulez's UBS Investment Bank Experience June 2010 - August 2010
Job Director of Operations | Parachute Home
Industry Textiles
Experience
IMC Financial Markets - Chicago June 2011 - September 2013
UBS Investment Bank June 2010 - August 2010
Carnegie Mellon University August 2008 - May 2010
WHU - Otto Beisheim School of Management May 2009 - June 2009
Skills
Matlab, Data Analysis, Microsoft Excel, HTML, CSS, JavaScript, Microsoft Office, Analysis, Project Management, Financial Modeling
Education
General Assembly 2014 — 2014
Product Management
Carnegie Mellon University - Tepper School of Business 2007 — 2010
Bachelor of Science (BS), Business Adminstration, Quantitative Analysis, 3.8/4.0
IMC Financial Markets - Chicago June 2011 - September 2013
UBS Investment Bank June 2010 - August 2010
Carnegie Mellon University August 2008 - May 2010
WHU - Otto Beisheim School of Management May 2009 - June 2009
Skills
Matlab, Data Analysis, Microsoft Excel, HTML, CSS, JavaScript, Microsoft Office, Analysis, Project Management, Financial Modeling
Education
General Assembly 2014 — 2014
Product Management
Carnegie Mellon University - Tepper School of Business 2007 — 2010
Bachelor of Science (BS), Business Adminstration, Quantitative Analysis, 3.8/4.0
Meha Jain Meha Jain's UBS Investment Bank Experience August 2006 - August 2007
Job Assistant Vice President Corporate Banking Governance
Industry Banking
Experience
BNP Paribas September 2015 - Present
ABN Amro Capital USA May 2013 - May 2015
BNP Paribas October 2007 - May 2013
UBS Investment Bank August 2006 - August 2007
Fastenal April 2004 - July 2006
Skills
Collateral Management, Soft Commodities, Energy, Metals, Structured Commodity..., Letters of Credit, Risk Management, Trade Finance, Finance, Cash Management, Valuation, Investment Banking, Financial Services, FX Options, Credit, Trading, Structured Finance, Derivatives, Middle Office, Banking, Management
Education
University of Cambridge 2006 — 2007
Certificate of International Business
Caldwell University 2000 — 2004
Bachelor of Arts (B.A.), International Business
BNP Paribas September 2015 - Present
ABN Amro Capital USA May 2013 - May 2015
BNP Paribas October 2007 - May 2013
UBS Investment Bank August 2006 - August 2007
Fastenal April 2004 - July 2006
Skills
Collateral Management, Soft Commodities, Energy, Metals, Structured Commodity..., Letters of Credit, Risk Management, Trade Finance, Finance, Cash Management, Valuation, Investment Banking, Financial Services, FX Options, Credit, Trading, Structured Finance, Derivatives, Middle Office, Banking, Management
Education
University of Cambridge 2006 — 2007
Certificate of International Business
Caldwell University 2000 — 2004
Bachelor of Arts (B.A.), International Business
Salim Mawani Salim Mawani's UBS Investment Bank Experience June 2003 - August 2003
Job Director Debt Capital Markets, Liability Management at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets May 2010 - Present
Barclays Investment Bank January 2004 - May 2010
UBS Investment Bank June 2003 - August 2003
Credit Suisse June 2002 - August 2002
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Bloomberg, VBA, Investment Banking, Capital Markets, Fixed Income, Derivatives
Education
Carnegie Mellon University 2002 — 2003
Master of Information Systems Management
Carnegie Mellon University 1999 — 2003
Bachelor of Science, Business Administration - Finance
RBC Capital Markets May 2010 - Present
Barclays Investment Bank January 2004 - May 2010
UBS Investment Bank June 2003 - August 2003
Credit Suisse June 2002 - August 2002
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Bloomberg, VBA, Investment Banking, Capital Markets, Fixed Income, Derivatives
Education
Carnegie Mellon University 2002 — 2003
Master of Information Systems Management
Carnegie Mellon University 1999 — 2003
Bachelor of Science, Business Administration - Finance
Victor J. Lee Victor J. Lee's UBS Investment Bank Experience July 2007 - August 2008
Job Managing Partner, Global Head of Strategy and Operations at LPK Investment Group, LLP
Industry Investment Management
Experience
LPK Investment Group, LLP August 2008 - Present
UBS Investment Bank July 2007 - August 2008
Lehman Brothers May 2004 - July 2007
Citi May 1994 - April 2004
Skills
Investment Management, Alternative Investment..., Long/Short Equity, Risk Arbitrage, Hedge Funds, Business Process..., Process Efficiency, Business Design, Business Process..., Securities Lending, Global Business..., Strategic Planning, Business Process Design, Business Process..., Leadership, Performance Turnaround
Education
Wharton School, University of Pennsylvania
Master of Business Administration (MBA), Strategic Planning and Corporate Finance
Carnegie Mellon University
BS, Electrical and Computer Engineering
LPK Investment Group, LLP August 2008 - Present
UBS Investment Bank July 2007 - August 2008
Lehman Brothers May 2004 - July 2007
Citi May 1994 - April 2004
Skills
Investment Management, Alternative Investment..., Long/Short Equity, Risk Arbitrage, Hedge Funds, Business Process..., Process Efficiency, Business Design, Business Process..., Securities Lending, Global Business..., Strategic Planning, Business Process Design, Business Process..., Leadership, Performance Turnaround
Education
Wharton School, University of Pennsylvania
Master of Business Administration (MBA), Strategic Planning and Corporate Finance
Carnegie Mellon University
BS, Electrical and Computer Engineering
Stacie Hulm's UBS Investment Bank Experience 1998 - 2000
Job Teacher of English at ACI Institute
Industry Professional Training & Coaching
Experience
ACI Institute 2008 - Present
Medway Council 2003 - 2007
United Kingdom Kennel Club 2000 - 2003
UBS Investment Bank 1998 - 2000
Skills
Blogging, Teaching, Professional Driving, Publishing, English, Newsletters, Creative Writing, Public Relations, Editing, Press Releases, Public Speaking, Facebook, News Writing, Social Networking, Microsoft Office, Writing, Research, Customer Service, Social Media
Education
Canterbury Christ Church University 2006 — 2007
Post Graduate Certificate in Education - Secondary English, English Language and Literature, General
University of Greenwich 2003 — 2006
Bachelor of Arts in English with Theology 1st Class Honors, English Language and Literature, General, 4.0 GPA
ACI Institute 2008 - Present
Medway Council 2003 - 2007
United Kingdom Kennel Club 2000 - 2003
UBS Investment Bank 1998 - 2000
Skills
Blogging, Teaching, Professional Driving, Publishing, English, Newsletters, Creative Writing, Public Relations, Editing, Press Releases, Public Speaking, Facebook, News Writing, Social Networking, Microsoft Office, Writing, Research, Customer Service, Social Media
Education
Canterbury Christ Church University 2006 — 2007
Post Graduate Certificate in Education - Secondary English, English Language and Literature, General
University of Greenwich 2003 — 2006
Bachelor of Arts in English with Theology 1st Class Honors, English Language and Literature, General, 4.0 GPA
Shawneil Campbell's UBS Investment Bank Experience August 2015 - Present
Job Risk Control Credit Analyst– Transactions Decisions Hedge Funds
Industry Investment Banking
Experience
UBS Investment Bank August 2015 - Present
Carnegie Mellon University - H. John Heinz III College May 2015 - July 2015
Wilkinsburg Community Development Corporation January 2015 - May 2015
Carnegie Mellon University - H. John Heinz III College September 2013 - May 2015
UBS Investment Bank June 2014 - August 2014
Carnegie Mellon University June 2012 - August 2012
The Cleveland Foundation June 2011 - August 2011
The Nature Conservancy June 2010 - August 2010
Skills
Community Outreach, Fundraising, Nonprofits, Leadership, Public Speaking, Program Management, Research, Leadership Development, Event Management, Policy Analysis, Strategy, Public Policy, Higher Education, Microsoft Office, Event Planning, Non-profits, Teaching, Social Media, Grant Writing, Program Development, Newsletters, Editing, Credit Risk, Project Management, Financial Analysis, Data Analysis, Microsoft Excel, Social Entrepreneurship
Education
Carnegie Mellon University H John Heinz III College 2013 — 2015
Master of Science in Public Policy and Management
Wheaton College 2009 — 2013
BA, Sociology
Carnegie Mellon University 2012 — 2012
UBS Investment Bank August 2015 - Present
Carnegie Mellon University - H. John Heinz III College May 2015 - July 2015
Wilkinsburg Community Development Corporation January 2015 - May 2015
Carnegie Mellon University - H. John Heinz III College September 2013 - May 2015
UBS Investment Bank June 2014 - August 2014
Carnegie Mellon University June 2012 - August 2012
The Cleveland Foundation June 2011 - August 2011
The Nature Conservancy June 2010 - August 2010
Skills
Community Outreach, Fundraising, Nonprofits, Leadership, Public Speaking, Program Management, Research, Leadership Development, Event Management, Policy Analysis, Strategy, Public Policy, Higher Education, Microsoft Office, Event Planning, Non-profits, Teaching, Social Media, Grant Writing, Program Development, Newsletters, Editing, Credit Risk, Project Management, Financial Analysis, Data Analysis, Microsoft Excel, Social Entrepreneurship
Education
Carnegie Mellon University H John Heinz III College 2013 — 2015
Master of Science in Public Policy and Management
Wheaton College 2009 — 2013
BA, Sociology
Carnegie Mellon University 2012 — 2012
Jiajue Wang Jiajue Wang's UBS Investment Bank Experience July 2012 - August 2012
Job Graduate Research Assistant at Chapman University
Industry Financial Services
Experience
Chapman University January 2015 - Present
California State University, Fullerton May 2013 - August 2014
UBS Investment Bank July 2012 - August 2012
Zhengxing commercial company May 2009 - July 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Financial Analysis, Mandarin, Outlook, Research, Access, Windows, Public Speaking, Data Analysis, Leadership, Statistics, Training, Policy, Event Planning
Education
Chapman University 2014 — 2016
Master's Degree, Economic System Design, First Year
California State University-Fullerton 2009 — 2014
Bachelor's Degree, Accounting and Finance, Minor in French
Pudong Foreign Language School 2002 — 2009
High School Diploma
Chapman University January 2015 - Present
California State University, Fullerton May 2013 - August 2014
UBS Investment Bank July 2012 - August 2012
Zhengxing commercial company May 2009 - July 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Financial Analysis, Mandarin, Outlook, Research, Access, Windows, Public Speaking, Data Analysis, Leadership, Statistics, Training, Policy, Event Planning
Education
Chapman University 2014 — 2016
Master's Degree, Economic System Design, First Year
California State University-Fullerton 2009 — 2014
Bachelor's Degree, Accounting and Finance, Minor in French
Pudong Foreign Language School 2002 — 2009
High School Diploma
Peter Wang Peter Wang's UBS Investment Bank Experience 2006 - 2007
Job CTO at Refinery29, Journalistic Photographer
Industry Computer Software
Experience
Refinery29, Inc. 2013 - Present
New England Conservatory 2012 - Present
Carnegie Mellon University 2011 - Present
appssavvy 2013 - 2014
Academy For Software Engineering (AFSE) 2012 - 2014
appssavvy 2012 - 2013
Buddy Media 2010 - 2012
Morgan Stanley Smith Barney 2007 - 2010
Global Entrepreneurship Week 2008 - 2009
UBS Investment Bank 2006 - 2007
Skills
Product Management, Entrepreneurship, Business Development, Analytics, Start-ups, Cloud Computing, Product Development, SaaS, Strategy, User Experience, Enterprise Software, Data Visualization, Software Development, Project Management, Web Development, Marketing, Facebook, Leadership, Social Networking, Management, Advertising, Agile Methodologies, E-commerce
Education
Carnegie Mellon University 2000 — 2004
Bachelor of Science with Honors, Electrical Computer Engineering, Computer Science
Thomas S. Wootton 1996 — 2000
Refinery29, Inc. 2013 - Present
New England Conservatory 2012 - Present
Carnegie Mellon University 2011 - Present
appssavvy 2013 - 2014
Academy For Software Engineering (AFSE) 2012 - 2014
appssavvy 2012 - 2013
Buddy Media 2010 - 2012
Morgan Stanley Smith Barney 2007 - 2010
Global Entrepreneurship Week 2008 - 2009
UBS Investment Bank 2006 - 2007
Skills
Product Management, Entrepreneurship, Business Development, Analytics, Start-ups, Cloud Computing, Product Development, SaaS, Strategy, User Experience, Enterprise Software, Data Visualization, Software Development, Project Management, Web Development, Marketing, Facebook, Leadership, Social Networking, Management, Advertising, Agile Methodologies, E-commerce
Education
Carnegie Mellon University 2000 — 2004
Bachelor of Science with Honors, Electrical Computer Engineering, Computer Science
Thomas S. Wootton 1996 — 2000
Erich Obersteiner Erich Obersteiner's UBS Investment Bank Experience May 2011 - June 2013
Job
Industry Investment Banking
Experience
Erich Obersteiner March 2014 - Present
DEO Capital Beratungs GmbH July 2013 - Present
UBS Investment Bank May 2011 - June 2013
Finance Partners March 2010 - April 2011
Raiffeisen Centrobank April 2005 - March 2010
Wiener Börse AG January 1999 - March 2005
RZB June 1998 - December 1998
Raiffeisen Capital & Inverstment Prague June 1994 - May 1998
RZB November 1989 - May 1994
RZB April 1990 - October 1991
Skills
Investment Banking, Capital Markets, Equities, Private Equity, Emerging Markets, Derivatives, Valuation, Corporate Finance, Financial Markets, Trading, Mergers & Acquisitions, Fixed Income, Hedge Funds, Financial Modeling, Due Diligence, Expert Opinions
Education
California State University-East Bay 1997 — 1998
Executive MBA, Business Administration
Universität Wien 1993 — 1997
Doktor, Wirtschaftsinformatik
Universität Wien 1983 — 1989
Magister, Wirtschaftsinformatik
Erich Obersteiner March 2014 - Present
DEO Capital Beratungs GmbH July 2013 - Present
UBS Investment Bank May 2011 - June 2013
Finance Partners March 2010 - April 2011
Raiffeisen Centrobank April 2005 - March 2010
Wiener Börse AG January 1999 - March 2005
RZB June 1998 - December 1998
Raiffeisen Capital & Inverstment Prague June 1994 - May 1998
RZB November 1989 - May 1994
RZB April 1990 - October 1991
Skills
Investment Banking, Capital Markets, Equities, Private Equity, Emerging Markets, Derivatives, Valuation, Corporate Finance, Financial Markets, Trading, Mergers & Acquisitions, Fixed Income, Hedge Funds, Financial Modeling, Due Diligence, Expert Opinions
Education
California State University-East Bay 1997 — 1998
Executive MBA, Business Administration
Universität Wien 1993 — 1997
Doktor, Wirtschaftsinformatik
Universität Wien 1983 — 1989
Magister, Wirtschaftsinformatik
Stanley Chao Stanley Chao's UBS Investment Bank Experience 2011 - 2011
Job
Industry Banking
Experience
UBS Investment Bank 2011 - 2011
Jefferies & Company 2009 - 2011
Morgan Stanley 2007 - 2009
Deutsche Bank 2000 - 2007
Skills
Investment Advisory, Structured Finance, Loans, Portfolio Management, Due Diligence, Financial Structuring, Financial Modeling, Securitization, Credit Risk, Banking, Financial Analysis
Education
Carnegie Mellon University
BS, Economics and Industrial Management
UBS Investment Bank 2011 - 2011
Jefferies & Company 2009 - 2011
Morgan Stanley 2007 - 2009
Deutsche Bank 2000 - 2007
Skills
Investment Advisory, Structured Finance, Loans, Portfolio Management, Due Diligence, Financial Structuring, Financial Modeling, Securitization, Credit Risk, Banking, Financial Analysis
Education
Carnegie Mellon University
BS, Economics and Industrial Management
Matt Brooks's UBS Investment Bank Experience July 2007 - July 2008
Job Associate at WL Ross & Co. LLC
Industry Venture Capital & Private Equity
Experience
WL Ross & Co. LLC September 2013 - Present
Barclays Private Credit Partners May 2011 - August 2013
Evercore Partners July 2008 - April 2011
UBS Investment Bank July 2007 - July 2008
UBS Investment Bank June 2006 - August 2006
Skills
Investment Banking, Restructuring, Mergers & Acquisitions, Investments, LBO, Credit, Valuation, Recapitalizations, Financial Modeling, Private Equity, Capital Markets, Corporate Finance, Hedge Funds, Bloomberg, Due Diligence, Leveraged Finance, Fixed Income
Education
McGill University 2004 — 2007
B.A., Honours Economics and Finance
Carnegie Mellon University 2003 — 2004
Transfer, Economics and Finance
New England Conservatory of Music 2000 — 2003
Hingham High School 1999 — 2003
WL Ross & Co. LLC September 2013 - Present
Barclays Private Credit Partners May 2011 - August 2013
Evercore Partners July 2008 - April 2011
UBS Investment Bank July 2007 - July 2008
UBS Investment Bank June 2006 - August 2006
Skills
Investment Banking, Restructuring, Mergers & Acquisitions, Investments, LBO, Credit, Valuation, Recapitalizations, Financial Modeling, Private Equity, Capital Markets, Corporate Finance, Hedge Funds, Bloomberg, Due Diligence, Leveraged Finance, Fixed Income
Education
McGill University 2004 — 2007
B.A., Honours Economics and Finance
Carnegie Mellon University 2003 — 2004
Transfer, Economics and Finance
New England Conservatory of Music 2000 — 2003
Hingham High School 1999 — 2003
Lixun Eric Liu Lixun Eric Liu's UBS Investment Bank Experience February 2014 - Present
Job Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank February 2014 - Present
UBS Investment Bank June 2013 - August 2013
Bloomberg May 2011 - August 2011
Skills
C++, Matlab, SQL, Fixed Income, Equity Derivatives, Quantitative Finance, Trading
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2013
Master of Science (M.S.), Computational Finance
Rensselaer Polytechnic Institute 2008 — 2012
B.S., Computer Science, Applied Mathematics
Half Hollow Hills High School West
UBS Investment Bank February 2014 - Present
UBS Investment Bank June 2013 - August 2013
Bloomberg May 2011 - August 2011
Skills
C++, Matlab, SQL, Fixed Income, Equity Derivatives, Quantitative Finance, Trading
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2013
Master of Science (M.S.), Computational Finance
Rensselaer Polytechnic Institute 2008 — 2012
B.S., Computer Science, Applied Mathematics
Half Hollow Hills High School West
Nitin Kapur Nitin Kapur's UBS Investment Bank Experience March 2008 - May 2013
Job Senior Director, Technical Program Manager at Audible (Amazon.com)
Industry Information Technology and Services
Experience
Audible (Amazon.com) 2015 - Present
Audible (Amazon.com) May 2013 - 2015
UBS Investment Bank March 2008 - May 2013
UBS Investment Bank October 2006 - February 2008
UBS Investment Bank June 2004 - September 2006
UBS Warburg July 2002 - June 2004
American Express July 2000 - June 2001
Skills
Project Management, Project Delivery, Certified Scrum Master..., Agile Project Management, Scrum, TDD, Application Architecture, Java, SOA, Spring/JEE, Struts, ORM-Toplink, Web 2.0, Ext JS, JQuery/UI, HTML5, Web Services, Oracle, SQL, HTML 5, Agile Methodologies, Software Project..., Spring, Java Enterprise Edition, Test Driven Development, Requirements Gathering, Enterprise Software, Software Development, Enterprise Architecture
Education
Carnegie Mellon University
Masters, Information Systems Management
University of Pune
Bachelors of Engineering
Army Institute of Technology
Bachelor's degree, Engineering
Audible (Amazon.com) 2015 - Present
Audible (Amazon.com) May 2013 - 2015
UBS Investment Bank March 2008 - May 2013
UBS Investment Bank October 2006 - February 2008
UBS Investment Bank June 2004 - September 2006
UBS Warburg July 2002 - June 2004
American Express July 2000 - June 2001
Skills
Project Management, Project Delivery, Certified Scrum Master..., Agile Project Management, Scrum, TDD, Application Architecture, Java, SOA, Spring/JEE, Struts, ORM-Toplink, Web 2.0, Ext JS, JQuery/UI, HTML5, Web Services, Oracle, SQL, HTML 5, Agile Methodologies, Software Project..., Spring, Java Enterprise Edition, Test Driven Development, Requirements Gathering, Enterprise Software, Software Development, Enterprise Architecture
Education
Carnegie Mellon University
Masters, Information Systems Management
University of Pune
Bachelors of Engineering
Army Institute of Technology
Bachelor's degree, Engineering
Gabor Ratky Gabor Ratky's UBS Investment Bank Experience July 2009 - December 2009
Job CTO at Secret Sauce Partners, Inc.
Industry Computer Software
Experience
Secret Sauce Partners, Inc. November 2013 - Present
Secret Sauce Partners, Inc. February 2010 - October 2013
EPAM Systems February 2007 - February 2010
UBS Investment Bank July 2009 - December 2009
Greener One August 2007 - July 2009
All Media Guide December 2006 - February 2007
MoodLogic, Inc. October 2002 - December 2006
LyricsAMP August 2002 - May 2003
Skills
Ruby, Ruby on Rails, CouchDB, Sinatra, Continuous Integration, Git, Design Patterns, REST, JavaScript, Agile Methodologies, Test Driven Development, Scrum, .NET, Visual Studio, Subversion, Software Development, Scalability, Software Design, PostgreSQL, Architecture, Node.js, MongoDB, MVC, jQuery, Open Source, Hadoop
Education
Budapest University of Technology and Economics 2005 — 2006
BSc, Computer Science / Software Engineering
Eötvös Loránd University 2003 — 2004
Diplom, Computer Science / Mathematics
Eötvös József Gimnázium 1997 — 2003
Secret Sauce Partners, Inc. November 2013 - Present
Secret Sauce Partners, Inc. February 2010 - October 2013
EPAM Systems February 2007 - February 2010
UBS Investment Bank July 2009 - December 2009
Greener One August 2007 - July 2009
All Media Guide December 2006 - February 2007
MoodLogic, Inc. October 2002 - December 2006
LyricsAMP August 2002 - May 2003
Skills
Ruby, Ruby on Rails, CouchDB, Sinatra, Continuous Integration, Git, Design Patterns, REST, JavaScript, Agile Methodologies, Test Driven Development, Scrum, .NET, Visual Studio, Subversion, Software Development, Scalability, Software Design, PostgreSQL, Architecture, Node.js, MongoDB, MVC, jQuery, Open Source, Hadoop
Education
Budapest University of Technology and Economics 2005 — 2006
BSc, Computer Science / Software Engineering
Eötvös Loránd University 2003 — 2004
Diplom, Computer Science / Mathematics
Eötvös József Gimnázium 1997 — 2003
Hayden Tang Hayden Tang's UBS Investment Bank Experience July 2013 - April 2014
Job Associate at Francisco Partners
Industry Investment Banking
Experience
Francisco Partners August 2015 - Present
J.P. Morgan April 2014 - August 2015
UBS Investment Bank July 2013 - April 2014
UBS Investment Bank May 2012 - August 2012
JP Morgan Chase June 2010 - August 2010
Skills
Finance, Private Equity, Financial Modeling, Leadership, PHP, Entrepreneurship, MySQL, Investment Banking, VBA, Start-ups, Public Speaking, Corporate Finance, Valuation, Java, Venture Capital, SQL
Education
Carnegie Mellon University 2011 — 2012
M.S., Information Systems Management
Carnegie Mellon University 2008 — 2012
B.S., Information Systems
Francisco Partners August 2015 - Present
J.P. Morgan April 2014 - August 2015
UBS Investment Bank July 2013 - April 2014
UBS Investment Bank May 2012 - August 2012
JP Morgan Chase June 2010 - August 2010
Skills
Finance, Private Equity, Financial Modeling, Leadership, PHP, Entrepreneurship, MySQL, Investment Banking, VBA, Start-ups, Public Speaking, Corporate Finance, Valuation, Java, Venture Capital, SQL
Education
Carnegie Mellon University 2011 — 2012
M.S., Information Systems Management
Carnegie Mellon University 2008 — 2012
B.S., Information Systems
Jay Kapoor Jay Kapoor's UBS Investment Bank Experience June 2011 - September 2012
Job Digital Media Advisor & Investor
Industry Entertainment
Experience
MESA Global January 2015 - Present
National Football League September 2012 - January 2015
UBS Investment Bank June 2011 - September 2012
Skills
Valuation, Leveraged Finance, Investment Banking, Financial Modeling, LBO, Financial Statement...
Education
Carnegie Mellon University 2007 — 2011
BSBA, Finance
Carnegie Mellon University - Tepper School of Business 2007 — 2011
BSBA, Finance
West Windsor Plainsboro High School South 2003 — 2007
MESA Global January 2015 - Present
National Football League September 2012 - January 2015
UBS Investment Bank June 2011 - September 2012
Skills
Valuation, Leveraged Finance, Investment Banking, Financial Modeling, LBO, Financial Statement...
Education
Carnegie Mellon University 2007 — 2011
BSBA, Finance
Carnegie Mellon University - Tepper School of Business 2007 — 2011
BSBA, Finance
West Windsor Plainsboro High School South 2003 — 2007
Michele McCauley's UBS Investment Bank Experience June 2011 - August 2011
Job Consulting by Degrees Consultant at IBM
Industry Financial Services
Experience
IBM September 2012 - Present
UBS Investment Bank June 2011 - August 2011
Great Lakes Financial Advisors Group, Inc May 2009 - August 2009
Education
Carnegie Mellon University 2008 — 2012
B.S., Business Administration
IBM September 2012 - Present
UBS Investment Bank June 2011 - August 2011
Great Lakes Financial Advisors Group, Inc May 2009 - August 2009
Education
Carnegie Mellon University 2008 — 2012
B.S., Business Administration
David Niedober David Niedober's UBS Investment Bank Experience September 2014 - June 2015
Job Jr.Research Scientist at New York University
Industry Research
Experience
New York University July 2015 - Present
UBS Investment Bank September 2014 - June 2015
NYU Langone Medical Center March 2014 - June 2014
Systems Engineering Research Laboratory February 2013 - February 2014
Tony Yoo's L.A. Taekwondo Center February 2010 - December 2013
California State University, Northridge August 2009 - December 2013
Get In The Groove Entertainment September 2008 - December 2013
Maria Fioras Dance Downtown February 2006 - February 2008
Zach Entertainment February 2004 - February 2008
Skills
Research, Teaching, English, Photography, Taekwondo, Dance, Writing, Management, History, Debate, Hebrew, Italian, Efficiency, Science, Discourse, Organization, Mathematics, Cognition, Data Analysis, Fixed Income, PowerPoint, Teamwork, Public Speaking, Microsoft Office, Social Media, Microsoft Excel, Event Planning, Social Networking
Education
California State University-Northridge 2009 — 2013
BA, Psychology
California State University-Northridge 2009 — 2013
Minor, Political Science
California State University-Northridge 2009 — 2013
Minor, History
New York University July 2015 - Present
UBS Investment Bank September 2014 - June 2015
NYU Langone Medical Center March 2014 - June 2014
Systems Engineering Research Laboratory February 2013 - February 2014
Tony Yoo's L.A. Taekwondo Center February 2010 - December 2013
California State University, Northridge August 2009 - December 2013
Get In The Groove Entertainment September 2008 - December 2013
Maria Fioras Dance Downtown February 2006 - February 2008
Zach Entertainment February 2004 - February 2008
Skills
Research, Teaching, English, Photography, Taekwondo, Dance, Writing, Management, History, Debate, Hebrew, Italian, Efficiency, Science, Discourse, Organization, Mathematics, Cognition, Data Analysis, Fixed Income, PowerPoint, Teamwork, Public Speaking, Microsoft Office, Social Media, Microsoft Excel, Event Planning, Social Networking
Education
California State University-Northridge 2009 — 2013
BA, Psychology
California State University-Northridge 2009 — 2013
Minor, Political Science
California State University-Northridge 2009 — 2013
Minor, History
Harish Menon Harish Menon's UBS Investment Bank Experience 2004 - 2004
Job Senior Director, Office of the President at The College Board
Industry Education Management
Experience
The College Board 2013 - Present
The College Board 2010 - 2013
Mitchell Madison Group 2005 - 2010
UBS Investment Bank 2004 - 2004
Infosys Technologies 2001 - 2003
National Aerospace Laboratories - Centre for Mathematical Modelling and Computer Simulation 2000 - 2000
Skills
Process Modeling, Strategic Sourcing, Supplier Negotiation, Business Process..., Value Chain Analysis, Management Consulting, Financial Modeling, Analysis, Outsourcing, Operations Strategy, IT Strategy & Planning, Project Portfolio..., Corporate Governance, Valuation, Project Management, Portfolio Management, Business Analysis, Strategy, Change Management, Operational Strategy, Business Transformation, Analytics, Business Strategy, Management, PMO
Education
Carnegie Mellon University
MS
Indian Institute of Technology, Bombay
BTech
The College Board 2013 - Present
The College Board 2010 - 2013
Mitchell Madison Group 2005 - 2010
UBS Investment Bank 2004 - 2004
Infosys Technologies 2001 - 2003
National Aerospace Laboratories - Centre for Mathematical Modelling and Computer Simulation 2000 - 2000
Skills
Process Modeling, Strategic Sourcing, Supplier Negotiation, Business Process..., Value Chain Analysis, Management Consulting, Financial Modeling, Analysis, Outsourcing, Operations Strategy, IT Strategy & Planning, Project Portfolio..., Corporate Governance, Valuation, Project Management, Portfolio Management, Business Analysis, Strategy, Change Management, Operational Strategy, Business Transformation, Analytics, Business Strategy, Management, PMO
Education
Carnegie Mellon University
MS
Indian Institute of Technology, Bombay
BTech
Tom Suro MCRw's UBS Investment Bank Experience September 2001 - May 2009
Job Director of Real Estate & Workplace Services at Silicon Valley Bank
Industry Real Estate
Experience
Silicon Valley Bank January 2012 - Present
Thomson Reuters December 2009 - January 2012
Yelp Inc. October 2009 - November 2009
UBS Investment Bank September 2001 - May 2009
Skills
Corporate Real Estate, Property Management, Human Resources, Construction Management, Office Administration, Green Building, Facilities Management, Security Management, Project Portfolio..., Project Finance, Operational Excellence, Operational Planning, Global Strategy, Change Management, Program Management, Contract Management, Strategic Sourcing, Team Building, Lease Administration, Vendor Management, Cross-functional Team..., Leadership Development, Team Leadership, Business Continuity, Disaster Recovery, Due Diligence, Asset Managment, Strategic Planning, Negotiation, Operations Management, Financial Analysis, Executive Management, Facilities Planning, Shared Services..., Project Implementation, Global Logistics, Site Selection, Sourcing &..., M&A evaluation, Supplier Management, Change Leadership, Budgets, CRM, Leadership, Management, Outsourcing, Project Management, Project Planning, Start-ups, Training
Education
California State University-East Bay
Bachelor of Arts, Political Science
Silicon Valley Bank January 2012 - Present
Thomson Reuters December 2009 - January 2012
Yelp Inc. October 2009 - November 2009
UBS Investment Bank September 2001 - May 2009
Skills
Corporate Real Estate, Property Management, Human Resources, Construction Management, Office Administration, Green Building, Facilities Management, Security Management, Project Portfolio..., Project Finance, Operational Excellence, Operational Planning, Global Strategy, Change Management, Program Management, Contract Management, Strategic Sourcing, Team Building, Lease Administration, Vendor Management, Cross-functional Team..., Leadership Development, Team Leadership, Business Continuity, Disaster Recovery, Due Diligence, Asset Managment, Strategic Planning, Negotiation, Operations Management, Financial Analysis, Executive Management, Facilities Planning, Shared Services..., Project Implementation, Global Logistics, Site Selection, Sourcing &..., M&A evaluation, Supplier Management, Change Leadership, Budgets, CRM, Leadership, Management, Outsourcing, Project Management, Project Planning, Start-ups, Training
Education
California State University-East Bay
Bachelor of Arts, Political Science
Rob Migliore Rob Migliore's UBS Investment Bank Experience May 1997 - August 1997
Job Principal Cloud Architect at Trimble
Industry Information Technology and Services
Experience
Trimble January 2015 - Present
Hewlett-Packard April 2013 - January 2015
Hewlett-Packard January 2012 - April 2013
Hewlett-Packard August 2009 - January 2012
Hewlett-Packard August 2007 - December 2009
Hewlett-Packard July 1999 - August 2007
Hewlett-Packard June 1998 - August 1998
UBS Investment Bank May 1997 - August 1997
Internet Securities May 1996 - August 1996
Skills
Cloud Computing, Amazon Web Services..., OpenStack, Virtualization, Solution Architecture, Linux, Enterprise Software, Software Development, Storage, Cross-functional Team..., Program Management, Debugging, Disaster Recovery, ASIC, EDA, Hardware, VLSI, Computer Architecture, Project Planning, Team Leadership, Change Management, Perl, Shell Scripting, High Performance..., Technical Leadership, Physical Design, Architecture, Architectures, HP, Private Cloud, Cloud Storage, Cloud Computing IaaS, Hybrid Cloud, NFS, Storage Solutions, Virtual Desktop..., Team Management, Team Building, Conducting Interviews, Technology Evaluation, Business Alignment, Requirements Management, Network Design, System Monitoring, Performance Analysis, Management, System Architecture
Education
Carnegie Mellon University 1995 — 1999
BS, Electrical & Computer Engineering, Economics, 3.71
Trimble January 2015 - Present
Hewlett-Packard April 2013 - January 2015
Hewlett-Packard January 2012 - April 2013
Hewlett-Packard August 2009 - January 2012
Hewlett-Packard August 2007 - December 2009
Hewlett-Packard July 1999 - August 2007
Hewlett-Packard June 1998 - August 1998
UBS Investment Bank May 1997 - August 1997
Internet Securities May 1996 - August 1996
Skills
Cloud Computing, Amazon Web Services..., OpenStack, Virtualization, Solution Architecture, Linux, Enterprise Software, Software Development, Storage, Cross-functional Team..., Program Management, Debugging, Disaster Recovery, ASIC, EDA, Hardware, VLSI, Computer Architecture, Project Planning, Team Leadership, Change Management, Perl, Shell Scripting, High Performance..., Technical Leadership, Physical Design, Architecture, Architectures, HP, Private Cloud, Cloud Storage, Cloud Computing IaaS, Hybrid Cloud, NFS, Storage Solutions, Virtual Desktop..., Team Management, Team Building, Conducting Interviews, Technology Evaluation, Business Alignment, Requirements Management, Network Design, System Monitoring, Performance Analysis, Management, System Architecture
Education
Carnegie Mellon University 1995 — 1999
BS, Electrical & Computer Engineering, Economics, 3.71
Knute Kvarekvaal, CFA's UBS Investment Bank Experience August 2012 - August 2013
Job MBA Candidate at Columbia Business School
Industry Real Estate
Experience
Norges Bank Investment Management September 2011 - December 2014
UBS Investment Bank August 2012 - August 2013
Epler Company January 2009 - May 2011
Education
Columbia University - Columbia Business School 2015 — 2016
Master of Business Administration (MBA), Real Estate
California State Polytechnic University-Pomona 2004 — 2008
BSc, Summa Cum Laude, Mathematics/Statistics, 3.99 GPA
Norges Bank Investment Management September 2011 - December 2014
UBS Investment Bank August 2012 - August 2013
Epler Company January 2009 - May 2011
Education
Columbia University - Columbia Business School 2015 — 2016
Master of Business Administration (MBA), Real Estate
California State Polytechnic University-Pomona 2004 — 2008
BSc, Summa Cum Laude, Mathematics/Statistics, 3.99 GPA
Charles Costanzo's UBS Investment Bank Experience July 2014 - Present
Job Equity Research Associate at UBS
Industry Financial Services
Experience
UBS Investment Bank July 2014 - Present
Ernst & Young January 2013 - July 2014
California State University, Fullerton August 2011 - December 2012
Ernst & Young June 2010 - August 2010
Skills
Tax, Accounting, Financial Accounting, Financial Reporting, International Tax, Finance, Microsoft Excel
Education
Cal State Fullerton 2011 — 2012
Masters, Accounting
The University of Connecticut 2008 — 2011
BS, Accounting
UBS Investment Bank July 2014 - Present
Ernst & Young January 2013 - July 2014
California State University, Fullerton August 2011 - December 2012
Ernst & Young June 2010 - August 2010
Skills
Tax, Accounting, Financial Accounting, Financial Reporting, International Tax, Finance, Microsoft Excel
Education
Cal State Fullerton 2011 — 2012
Masters, Accounting
The University of Connecticut 2008 — 2011
BS, Accounting
Jakub Dymarkowski Jakub Dymarkowski's UBS Investment Bank Experience January 2013 - July 2014
Job Risk Control Ops Specialist
Industry Investment Banking
Experience
UBS Investment Bank January 2013 - July 2014
Union of Environment Workers June 2009 - October 2009
Iron Horse Security Group June 2009 - July 2009
Federal Credit & Consulting January 2007 - July 2007
Niagara Credit Union (now Meridian CU) December 2004 - January 2005
Skills
Spanish, Financial Analysis, Microsoft Office, Customer Service, International Economics, Economics, Microsoft Excel, SAP, Bloomberg Terminal, German, Financial Accounting, Research, PowerPoint, Microsoft Publisher, Valuation, Regression Analysis, Capital Markets, Polish, Training, Microsoft Word, Microsoft Visual Basic, Corporate Finance, Real Options Analysis, Teamwork, Management
Education
Erasmus University Rotterdam 2014 — 2015
Master's Degree, Financial Economics
Carleton University 2007 — 2012
Bachelor of International Business, Honours (BIB), Investment, Finance, & Banking
Albert-Ludwigs-Universität Freiburg im Breisgau 2010 — 2011
UBS Investment Bank January 2013 - July 2014
Union of Environment Workers June 2009 - October 2009
Iron Horse Security Group June 2009 - July 2009
Federal Credit & Consulting January 2007 - July 2007
Niagara Credit Union (now Meridian CU) December 2004 - January 2005
Skills
Spanish, Financial Analysis, Microsoft Office, Customer Service, International Economics, Economics, Microsoft Excel, SAP, Bloomberg Terminal, German, Financial Accounting, Research, PowerPoint, Microsoft Publisher, Valuation, Regression Analysis, Capital Markets, Polish, Training, Microsoft Word, Microsoft Visual Basic, Corporate Finance, Real Options Analysis, Teamwork, Management
Education
Erasmus University Rotterdam 2014 — 2015
Master's Degree, Financial Economics
Carleton University 2007 — 2012
Bachelor of International Business, Honours (BIB), Investment, Finance, & Banking
Albert-Ludwigs-Universität Freiburg im Breisgau 2010 — 2011
Joy Lee Joy Lee's UBS Investment Bank Experience September 2004 - August 2007
Job Global Insights Manager, Home Care International at The Clorox Company
Industry Marketing and Advertising
Experience
The Clorox Company February 2015 - Present
The Clorox Company September 2012 - January 2015
Education Pioneers June 2012 - August 2012
Procter & Gamble May 2011 - August 2011
Newell Rubbermaid March 2011 - April 2011
Peace Corps November 2008 - July 2010
Peace Corps August 2007 - September 2008
UBS Investment Bank September 2004 - August 2007
Skills
Customer Insight, Brand Management, Marketing Research, Marketing, Product Development, Market Analysis, Product Marketing, Segmentation, Consumer Products, Digital Marketing, Management, Marketing Communications, Business Analysis, Entrepreneurship, Community Outreach, Forecasting, Community Development, Event Planning
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
Master of Business Administration
Carnegie Mellon University - Tepper School of Business 2000 — 2004
BS, Business Administration, Minor in Engineering Studies
The Clorox Company February 2015 - Present
The Clorox Company September 2012 - January 2015
Education Pioneers June 2012 - August 2012
Procter & Gamble May 2011 - August 2011
Newell Rubbermaid March 2011 - April 2011
Peace Corps November 2008 - July 2010
Peace Corps August 2007 - September 2008
UBS Investment Bank September 2004 - August 2007
Skills
Customer Insight, Brand Management, Marketing Research, Marketing, Product Development, Market Analysis, Product Marketing, Segmentation, Consumer Products, Digital Marketing, Management, Marketing Communications, Business Analysis, Entrepreneurship, Community Outreach, Forecasting, Community Development, Event Planning
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
Master of Business Administration
Carnegie Mellon University - Tepper School of Business 2000 — 2004
BS, Business Administration, Minor in Engineering Studies
Xavier Guillard's UBS Investment Bank Experience 1990 - 1998
Job Transatlantic M&A advisor / Canec International Ltd.
Industry Investment Banking
Experience
Canec International Ltd. 2007 - Present
M&A Transatlantic Consultant September 2003 - June 2007
National Bank Financial September 1998 - April 2003
UBS Investment Bank 1990 - 1998
National Bank of Canada April 1979 - August 1990
BCN 1979 - 1980
Skills
Corporate Finance, Mergers & Acquisitions, Investment Banking, M&A experience, Private Equity, Valuation, Mergers, LBO, Financial Services, Equities, Investments, Financial Modeling, Due Diligence, Corporate Development, IPO, Private Placements, Fixed Income, Finance
Education
California State University-Northridge 1975 — 1976
Master of Science, Finance
ESC Clermont-Ferrand 1971 — 1974
Bachelor Business Adm.
Canec International Ltd. 2007 - Present
M&A Transatlantic Consultant September 2003 - June 2007
National Bank Financial September 1998 - April 2003
UBS Investment Bank 1990 - 1998
National Bank of Canada April 1979 - August 1990
BCN 1979 - 1980
Skills
Corporate Finance, Mergers & Acquisitions, Investment Banking, M&A experience, Private Equity, Valuation, Mergers, LBO, Financial Services, Equities, Investments, Financial Modeling, Due Diligence, Corporate Development, IPO, Private Placements, Fixed Income, Finance
Education
California State University-Northridge 1975 — 1976
Master of Science, Finance
ESC Clermont-Ferrand 1971 — 1974
Bachelor Business Adm.
Allie Hawthorn Allie Hawthorn's UBS Investment Bank Experience March 2004 - August 2009
Job Director at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities December 2012 - Present
Morgan Stanley September 2009 - November 2012
UBS Investment Bank March 2004 - August 2009
Skills
Derivatives, Middle Office, Options, Back Office, Operational Risk, Exchange Traded..., GMI, Clear Vision, Futures, Series 99, EGUS, Clearing, Financial Markets
Education
California State University-San Marcos - College of Business Administration 1997 — 2001
BS, Business Administration
Wells Fargo Securities December 2012 - Present
Morgan Stanley September 2009 - November 2012
UBS Investment Bank March 2004 - August 2009
Skills
Derivatives, Middle Office, Options, Back Office, Operational Risk, Exchange Traded..., GMI, Clear Vision, Futures, Series 99, EGUS, Clearing, Financial Markets
Education
California State University-San Marcos - College of Business Administration 1997 — 2001
BS, Business Administration
Matthew Jacobs's UBS Investment Bank Experience June 2007 - August 2007
Job Associate at Gordian Group, LLC
Industry Financial Services
Experience
Gordian Group, LLC July 2014 - Present
Gordian Group, LLC October 2013 - June 2014
Royal Bank of Scotland September 2012 - June 2013
Carnegie Mellon Tepper School of Business August 2010 - May 2012
Deutsche Bank June 2011 - August 2011
Odyssey America Reinsurance Corporation June 2008 - June 2010
UBS Investment Bank June 2007 - August 2007
Skills
Asset Management, Equities, Fixed Income, Economics, General Finance, Valuation, Capital Markets, Corporate Finance, Financial Modeling, Financial Analysis, Bloomberg, Quantitative Analysis, Excel, Strategic Planning, Market Research, Mathematics, Forecasting, Investments, PowerPoint, Quantitative Analytics, Asset Managment, Finance, Portfolio Management, Hedging, Investment Strategies, Mutual Funds, Financial Risk, Derivatives, Hedge Funds, Investment Banking, Treasury, Options, Restructuring, Quantitative Finance, Emerging Markets, Bloomberg Terminal, Strategy, Financial Markets, Private Equity, Analysis, Mergers & Acquisitions
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2012
MBA, Investment Strategy, Finance, Quantitative Analysis, International Management
Connecticut College 2004 — 2008
BA, Mathematics, Economics
Salisbury High School 2002 — 2004
High School Diploma
Greenwich High School 1999 — 2002
Gordian Group, LLC July 2014 - Present
Gordian Group, LLC October 2013 - June 2014
Royal Bank of Scotland September 2012 - June 2013
Carnegie Mellon Tepper School of Business August 2010 - May 2012
Deutsche Bank June 2011 - August 2011
Odyssey America Reinsurance Corporation June 2008 - June 2010
UBS Investment Bank June 2007 - August 2007
Skills
Asset Management, Equities, Fixed Income, Economics, General Finance, Valuation, Capital Markets, Corporate Finance, Financial Modeling, Financial Analysis, Bloomberg, Quantitative Analysis, Excel, Strategic Planning, Market Research, Mathematics, Forecasting, Investments, PowerPoint, Quantitative Analytics, Asset Managment, Finance, Portfolio Management, Hedging, Investment Strategies, Mutual Funds, Financial Risk, Derivatives, Hedge Funds, Investment Banking, Treasury, Options, Restructuring, Quantitative Finance, Emerging Markets, Bloomberg Terminal, Strategy, Financial Markets, Private Equity, Analysis, Mergers & Acquisitions
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2012
MBA, Investment Strategy, Finance, Quantitative Analysis, International Management
Connecticut College 2004 — 2008
BA, Mathematics, Economics
Salisbury High School 2002 — 2004
High School Diploma
Greenwich High School 1999 — 2002
Ike Cho Ike Cho's UBS Investment Bank Experience January 2009 - January 2011
Job Equity Securities Lending Trading at UBS
Industry Financial Services
Kenneth Han's UBS Investment Bank Experience November 2007 - February 2014
Job
Industry Capital Markets
Experience
Reality Shares, Inc. April 2015 - Present
HMB Capital March 2014 - Present
UBS Investment Bank November 2007 - February 2014
UBS Investment Bank February 2005 - October 2007
IMAKE Consulting (acquired by Standard & Poor's) May 2004 - January 2005
Indymac Bank (acquired by OneWest Bank) July 2003 - May 2004
Skills
Portfolio Management, Structured Finance, CLO, MBS, Risk Management, Trading, CDO, Bonds, Structured Products, Fixed Income, Investments, Bloomberg, Finance, Asset Management, Financial Risk, ABS, Asset Managment, Financial Structuring, Credit, Banking, Hedging, Capital Markets, Project Management, Fixed Income Portfolio..., Valuation, Financial Modeling, Intex Desktop, Intex dealmaker, Derivatives, Investment Management
Education
Cornell University 2013 — 2015
Executive MBA
Carnegie Mellon University 1998 — 2002
Bachelors
Reality Shares, Inc. April 2015 - Present
HMB Capital March 2014 - Present
UBS Investment Bank November 2007 - February 2014
UBS Investment Bank February 2005 - October 2007
IMAKE Consulting (acquired by Standard & Poor's) May 2004 - January 2005
Indymac Bank (acquired by OneWest Bank) July 2003 - May 2004
Skills
Portfolio Management, Structured Finance, CLO, MBS, Risk Management, Trading, CDO, Bonds, Structured Products, Fixed Income, Investments, Bloomberg, Finance, Asset Management, Financial Risk, ABS, Asset Managment, Financial Structuring, Credit, Banking, Hedging, Capital Markets, Project Management, Fixed Income Portfolio..., Valuation, Financial Modeling, Intex Desktop, Intex dealmaker, Derivatives, Investment Management
Education
Cornell University 2013 — 2015
Executive MBA
Carnegie Mellon University 1998 — 2002
Bachelors
William Savage William Savage's UBS Investment Bank Experience 2007 - 2008
Job Credit Risk Analyst MetLife
Industry Financial Services
Experience
MetLife 2011 - Present
HSBC Securities 2009 - 2010
UBS Investment Bank 2007 - 2008
The Bank of New York Mellon 2005 - 2007
The Bank of New York Mellon 2004 - 2005
The Bank of New York Mellon 2004 - 2004
Skills
Leveraged Finance, Financial Modeling, Credit Risk, Industry Analysis, Valuation, Credit, Corporate Finance, Financial Analysis, Risk Management, Bloomberg, Credit Analysis, Excel, Competitive Analysis, Investments, Fixed Income, Loans, Analysis, Private Equity, Due Diligence, Forecasting, Financial Risk, Capital Markets, Financial Statement..., Investment Banking
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
Carnegie Mellon University
BS, Economics
MetLife 2011 - Present
HSBC Securities 2009 - 2010
UBS Investment Bank 2007 - 2008
The Bank of New York Mellon 2005 - 2007
The Bank of New York Mellon 2004 - 2005
The Bank of New York Mellon 2004 - 2004
Skills
Leveraged Finance, Financial Modeling, Credit Risk, Industry Analysis, Valuation, Credit, Corporate Finance, Financial Analysis, Risk Management, Bloomberg, Credit Analysis, Excel, Competitive Analysis, Investments, Fixed Income, Loans, Analysis, Private Equity, Due Diligence, Forecasting, Financial Risk, Capital Markets, Financial Statement..., Investment Banking
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
Carnegie Mellon University
BS, Economics
Brittan Cox Brittan Cox's UBS Investment Bank Experience 2008 - 2009
Job Assistant Project Manager at Irvine Company
Industry Marketing and Advertising
Experience
Irvine Company July 2014 - Present
Irvine Company August 2012 - July 2014
Irvine Company September 2010 - August 2012
KPRS Construction Services, Inc. November 2009 - September 2010
UBS Investment Bank 2008 - 2009
Bedard Automotive October 2006 - June 2008
Alpha Chi Omega Fraternity, Inc. September 2004 - May 2008
Ware Malcomb 2003 - 2003
Skills
Adobe Creative Suite, SAP, MRI Software, Silverpop, Microsoft Excel, Microsoft Word, Microsoft Office, Editing, Marketing, Marketing Strategy, Newsletters, Adobe Acrobat, Account Management, Customer Service, Advertising, Graphic Design, Event Planning, Training, Corporate Communications, Project Management
Education
California State University-Fullerton 2004 — 2008
Bachelor of Arts
Irvine Company July 2014 - Present
Irvine Company August 2012 - July 2014
Irvine Company September 2010 - August 2012
KPRS Construction Services, Inc. November 2009 - September 2010
UBS Investment Bank 2008 - 2009
Bedard Automotive October 2006 - June 2008
Alpha Chi Omega Fraternity, Inc. September 2004 - May 2008
Ware Malcomb 2003 - 2003
Skills
Adobe Creative Suite, SAP, MRI Software, Silverpop, Microsoft Excel, Microsoft Word, Microsoft Office, Editing, Marketing, Marketing Strategy, Newsletters, Adobe Acrobat, Account Management, Customer Service, Advertising, Graphic Design, Event Planning, Training, Corporate Communications, Project Management
Education
California State University-Fullerton 2004 — 2008
Bachelor of Arts
John Alvarado John Alvarado's UBS Investment Bank Experience 2007 - 2010
Job Corporate Development & Strategy
Industry Renewables & Environment
Experience
Verengo Solar (Angeleno Group-backed, solar company) 2013 - 2014
Fisker Automotive (Kleiner Perkins-backed, electric vehicle company) 2011 - 2013
UBS Investment Bank 2007 - 2010
Houlihan Lokey 2006 - 2006
Northrop Grumman (Space Sensors Division) 2001 - 2005
Education
Harvard Business School
Master of Business Administration (MBA)
California State Polytechnic University-Pomona
Bachelor's Degree, Mechanical Engineering
Verengo Solar (Angeleno Group-backed, solar company) 2013 - 2014
Fisker Automotive (Kleiner Perkins-backed, electric vehicle company) 2011 - 2013
UBS Investment Bank 2007 - 2010
Houlihan Lokey 2006 - 2006
Northrop Grumman (Space Sensors Division) 2001 - 2005
Education
Harvard Business School
Master of Business Administration (MBA)
California State Polytechnic University-Pomona
Bachelor's Degree, Mechanical Engineering
Kwadwo Akwabi-Ameyaw Kwadwo Akwabi-Ameyaw's UBS Investment Bank Experience March 2015 - June 2015
Job MBA Candidate | Darden School of Business | University of Virginia
Industry Investment Banking
Experience
UBS Investment Bank March 2015 - June 2015
UBS Investment Bank March 2013 - February 2015
UBS Investment Bank September 2010 - February 2013
UBS Investment Bank August 2009 - August 2010
Kamikatsu Board of Education August 2007 - August 2009
A.G. Edwards & Sons, Inc. January 2007 - May 2007
Skills
Securities Lending, Equilend, Loanet, Project Management, Process Improvement, DTC, Investment Banking, Settlement, Prime Brokerage, Equities, Derivatives, Operational and Process..., Trade Flows & Lifecycle..., Securities Clearance..., International Relations, Buy-ins, Japanese Language..., Securities Regulation, Equity Capital Markets, International Exchange, Team Leadership, Team Management, Risk Management, Foreign Exchange, Capital Markets, Financial Analysis, Management, Middle Office, Securities, Financial Modeling, Finance, Fixed Income, Microsoft Office
Education
University of Virginia Darden School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Griffith University 2006 — 2007
International Relations and Affairs
California State University-Fresno 2002 — 2006
Bachelor of Science (B.S.), Business Administration, Management and Operations
UBS Investment Bank March 2015 - June 2015
UBS Investment Bank March 2013 - February 2015
UBS Investment Bank September 2010 - February 2013
UBS Investment Bank August 2009 - August 2010
Kamikatsu Board of Education August 2007 - August 2009
A.G. Edwards & Sons, Inc. January 2007 - May 2007
Skills
Securities Lending, Equilend, Loanet, Project Management, Process Improvement, DTC, Investment Banking, Settlement, Prime Brokerage, Equities, Derivatives, Operational and Process..., Trade Flows & Lifecycle..., Securities Clearance..., International Relations, Buy-ins, Japanese Language..., Securities Regulation, Equity Capital Markets, International Exchange, Team Leadership, Team Management, Risk Management, Foreign Exchange, Capital Markets, Financial Analysis, Management, Middle Office, Securities, Financial Modeling, Finance, Fixed Income, Microsoft Office
Education
University of Virginia Darden School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Griffith University 2006 — 2007
International Relations and Affairs
California State University-Fresno 2002 — 2006
Bachelor of Science (B.S.), Business Administration, Management and Operations
Jack Weintraub, CISA Jack Weintraub, CISA's UBS Investment Bank Experience November 2008 - September 2014
Job Straddling the divide between Audit and IT. Strong Senior IT Audit Manager With Significant IT Experience
Industry Financial Services
Experience
GE Capital September 2014 - Present
UBS Investment Bank November 2008 - September 2014
UBS Investment Bank March 2008 - November 2008
UBS Investment Bank March 2006 - March 2008
Citigroup Asset Management November 2001 - December 2005
Citigroup Asset Management November 2001 - March 2004
GE Capital - Vendor Financial Services May 1998 - May 2001
PHD - Professional Help Desk October 1997 - May 1998
EIS International May 1994 - October 1997
Skills
SDLC, Quality Assurance, Risk Management, Process Improvement, Testing, User Acceptance Testing, IT Audit, Test Automation, Information Technology, Agile Methodologies, System Testing, Security, Six Sigma, Scrum, Application Support..., IT Risk Management, ITIL Implementation, Test Planning, Sarbanes-Oxley Act, Project Management, Analysis, Change Management, Regression Testing, Requirements Analysis, Business Analysis, Internal Audit, Business Process..., Release Management, Team Management, Quality Management, Business Process, Enterprise Software, IT Management, Operational Risk..., PMP, Auditing, Management, ITIL, Team Leadership, Project Portfolio..., PMO, Business Requirements, Leadership, Software Project..., Risk Assessment, SOX, Software Testing, Quality Assurance..., IT Change Management, CISA
Education
Capella University 2002 — 2006
BS, Information Technology - Project Mgmt
City University of New York 1975 — 1977
AAS, Electromechanical Technology
GE Capital September 2014 - Present
UBS Investment Bank November 2008 - September 2014
UBS Investment Bank March 2008 - November 2008
UBS Investment Bank March 2006 - March 2008
Citigroup Asset Management November 2001 - December 2005
Citigroup Asset Management November 2001 - March 2004
GE Capital - Vendor Financial Services May 1998 - May 2001
PHD - Professional Help Desk October 1997 - May 1998
EIS International May 1994 - October 1997
Skills
SDLC, Quality Assurance, Risk Management, Process Improvement, Testing, User Acceptance Testing, IT Audit, Test Automation, Information Technology, Agile Methodologies, System Testing, Security, Six Sigma, Scrum, Application Support..., IT Risk Management, ITIL Implementation, Test Planning, Sarbanes-Oxley Act, Project Management, Analysis, Change Management, Regression Testing, Requirements Analysis, Business Analysis, Internal Audit, Business Process..., Release Management, Team Management, Quality Management, Business Process, Enterprise Software, IT Management, Operational Risk..., PMP, Auditing, Management, ITIL, Team Leadership, Project Portfolio..., PMO, Business Requirements, Leadership, Software Project..., Risk Assessment, SOX, Software Testing, Quality Assurance..., IT Change Management, CISA
Education
Capella University 2002 — 2006
BS, Information Technology - Project Mgmt
City University of New York 1975 — 1977
AAS, Electromechanical Technology
Myriam Maman Myriam Maman's UBS Investment Bank Experience October 2001 - June 2006
Job Head of Counterparty Risk and New Business at UBS Global Asset Management
Industry Banking
Experience
UBS Global Asset Management November 2010 - Present
UBS Wealth Management July 2006 - November 2010
UBS Investment Bank October 2001 - June 2006
Deutsche Bank, NY NY May 1995 - August 2001
Cooper & Lybrands, NY NY June 1991 - April 1995
Skills
Risk Management, Financial Risk, Investments, Banking, Mutual Funds, Insurance, Auditing, Leadership, Hedge Funds, Fixed Income, Derivatives, Equities, Asset Management, Alternative Investments, Structured Products, Capital Markets, Investment Banking, Portfolio Management
Education
London Business School 2005 — 2006
Portfolio Management, Equities, Fixed Income and Alternatives
New York University - Leonard N. Stern School of Business 1990 — 1992
BS, Finance/Accounting
California State University-Sacramento
Mathematics
Lycee Champollion, Grenoble
Baccalaureat C, Mathematics & Physics
UBS Global Asset Management November 2010 - Present
UBS Wealth Management July 2006 - November 2010
UBS Investment Bank October 2001 - June 2006
Deutsche Bank, NY NY May 1995 - August 2001
Cooper & Lybrands, NY NY June 1991 - April 1995
Skills
Risk Management, Financial Risk, Investments, Banking, Mutual Funds, Insurance, Auditing, Leadership, Hedge Funds, Fixed Income, Derivatives, Equities, Asset Management, Alternative Investments, Structured Products, Capital Markets, Investment Banking, Portfolio Management
Education
London Business School 2005 — 2006
Portfolio Management, Equities, Fixed Income and Alternatives
New York University - Leonard N. Stern School of Business 1990 — 1992
BS, Finance/Accounting
California State University-Sacramento
Mathematics
Lycee Champollion, Grenoble
Baccalaureat C, Mathematics & Physics
Christopher M. Aitkin's UBS Investment Bank Experience July 2002 - April 2007
Job Barclays Investment Bank
Industry Banking
Experience
Barclays Investment Bank August 2013 - Present
James Alpha Liquid GSE Fund, LLC October 2012 - July 2013
The Royal Bank of Scotland plc April 2007 - October 2012
UBS Investment Bank July 2002 - April 2007
Skills
Fixed Income, Bloomberg, Equities, Investment Banking, Hedge Funds, Loans, Middle Office, Portfolio Management, Structured Products, Trading, Settlement, Finance, Financial Markets, Derivatives, Capital Markets
Education
Butler University - College of Business Administration 1998 — 2002
Bachelor of Science, Marketing
Barclays Investment Bank August 2013 - Present
James Alpha Liquid GSE Fund, LLC October 2012 - July 2013
The Royal Bank of Scotland plc April 2007 - October 2012
UBS Investment Bank July 2002 - April 2007
Skills
Fixed Income, Bloomberg, Equities, Investment Banking, Hedge Funds, Loans, Middle Office, Portfolio Management, Structured Products, Trading, Settlement, Finance, Financial Markets, Derivatives, Capital Markets
Education
Butler University - College of Business Administration 1998 — 2002
Bachelor of Science, Marketing
Gaurav Hingorani Gaurav Hingorani's UBS Investment Bank Experience September 2014 - Present
Job Equity Derivatives Middle Office Trade Support Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank September 2014 - Present
UBS Investment Bank August 2013 - August 2014
Canadian High Commission July 2011 - August 2013
Skills
Time Management, Accounts Payable, Financial Accounting, Account Reconciliation, Accounting, Writing, Prioritisation, Financial Reporting, Web Design, SAP, Microsoft Excel, PowerPoint, Outlook, Presentations, People Skills, Meet Deadlines, Highly Ambitious, Problem Solving, Confidant, Manage Client...
Education
St. Mary's, Twickenham 2013 — 2014
PostGraduate Certificate, International Business
Cardiff University / Prifysgol Caerdydd 2008 — 2011
Bachelor's degree, Journalism
UBS Investment Bank September 2014 - Present
UBS Investment Bank August 2013 - August 2014
Canadian High Commission July 2011 - August 2013
Skills
Time Management, Accounts Payable, Financial Accounting, Account Reconciliation, Accounting, Writing, Prioritisation, Financial Reporting, Web Design, SAP, Microsoft Excel, PowerPoint, Outlook, Presentations, People Skills, Meet Deadlines, Highly Ambitious, Problem Solving, Confidant, Manage Client...
Education
St. Mary's, Twickenham 2013 — 2014
PostGraduate Certificate, International Business
Cardiff University / Prifysgol Caerdydd 2008 — 2011
Bachelor's degree, Journalism
Nathan Strom Nathan Strom's UBS Investment Bank Experience July 2006 - October 2007
Job Associate Vice President, Desktop Applications at TicketNetwork
Industry Computer Software
Experience
TicketNetwork May 2014 - Present
TicketNetwork June 2009 - May 2014
Harvard Management Company March 2008 - February 2009
Willow Solutions, Inc. May 2004 - February 2009
UBS Investment Bank July 2006 - October 2007
GradExchange, Inc. September 2001 - November 2003
Skills
C#, Agile & Waterfall..., Microsoft SQL Server, SQL Tuning, VBA, Microsoft Excel, Software Engineering, WinForms, ASP.NET MVC, Web Applications, IIS, Access, SDLC, System Administration, Databases, SQL, Software Development, Customer Service, HTML, Microsoft Office
Education
Carnegie Mellon University 1997 — 2001
Bachelor of Science (B.S.), Computer Science
TicketNetwork May 2014 - Present
TicketNetwork June 2009 - May 2014
Harvard Management Company March 2008 - February 2009
Willow Solutions, Inc. May 2004 - February 2009
UBS Investment Bank July 2006 - October 2007
GradExchange, Inc. September 2001 - November 2003
Skills
C#, Agile & Waterfall..., Microsoft SQL Server, SQL Tuning, VBA, Microsoft Excel, Software Engineering, WinForms, ASP.NET MVC, Web Applications, IIS, Access, SDLC, System Administration, Databases, SQL, Software Development, Customer Service, HTML, Microsoft Office
Education
Carnegie Mellon University 1997 — 2001
Bachelor of Science (B.S.), Computer Science
Naina Saxena's UBS Investment Bank Experience January 2013 - May 2015
Job MBA Candidate at MIT Sloan School of Management
Industry Financial Services
Experience
MIT Sloan School of Management August 2015 - Present
UBS Investment Bank January 2013 - May 2015
UBS Investment Bank August 2011 - January 2013
UBS Investment Bank June 2010 - August 2010
Grant Thornton LLP June 2008 - August 2008
Skills
Finance, Financial Analysis, Business Analysis, Project Management, Accounting, PowerPoint, Microsoft Excel, Business Objects, Financial Modeling, Investment Banking, Investments, Microsoft Office
Education
Carnegie Mellon University 2007 — 2011
BS, Business Administration (Specialized in Finance and Manufacturing Management & Consulting)
MIT Sloan School of Management August 2015 - Present
UBS Investment Bank January 2013 - May 2015
UBS Investment Bank August 2011 - January 2013
UBS Investment Bank June 2010 - August 2010
Grant Thornton LLP June 2008 - August 2008
Skills
Finance, Financial Analysis, Business Analysis, Project Management, Accounting, PowerPoint, Microsoft Excel, Business Objects, Financial Modeling, Investment Banking, Investments, Microsoft Office
Education
Carnegie Mellon University 2007 — 2011
BS, Business Administration (Specialized in Finance and Manufacturing Management & Consulting)
DeAnna Ramirez DeAnna Ramirez's UBS Investment Bank Experience 2004 - 2005
Job Sales Engineer at Lithium Technologies
Industry Computer Software
Experience
Lithium Technologies October 2012 - Present
Lithium Technologies 2010 - October 2012
Scout Labs (acquired by Lithium Technologies) 2009 - 2010
Minor Ventures 2008 - 2010
UBS Wealth Management 2005 - 2008
UBS Investment Bank 2004 - 2005
Skills
SaaS, Enterprise Software, Salesforce.com, Start-ups, Product Management, Analytics, Cloud Computing, Strategic Partnerships, Sales Operations, CRM, Lead Generation, Product Marketing, Solution Selling, Sales Process, Go-to-market Strategy, Professional Services, Big Data, Sales Enablement, Business Development, Sales, Account Management, Leadership, Strategy, Partner Management, Business Alliances, Demand Generation, Mobile Devices, Software Industry, Channel Partners, Selling
Education
California State University-Chico
Bachelor of Science
San Francisco School of Digital Filmmaking 2012 — 2012
Lithium Technologies October 2012 - Present
Lithium Technologies 2010 - October 2012
Scout Labs (acquired by Lithium Technologies) 2009 - 2010
Minor Ventures 2008 - 2010
UBS Wealth Management 2005 - 2008
UBS Investment Bank 2004 - 2005
Skills
SaaS, Enterprise Software, Salesforce.com, Start-ups, Product Management, Analytics, Cloud Computing, Strategic Partnerships, Sales Operations, CRM, Lead Generation, Product Marketing, Solution Selling, Sales Process, Go-to-market Strategy, Professional Services, Big Data, Sales Enablement, Business Development, Sales, Account Management, Leadership, Strategy, Partner Management, Business Alliances, Demand Generation, Mobile Devices, Software Industry, Channel Partners, Selling
Education
California State University-Chico
Bachelor of Science
San Francisco School of Digital Filmmaking 2012 — 2012
Dinghao (William) YIN Dinghao (William) YIN's UBS Investment Bank Experience June 2014 - September 2014
Job Master of Science in Computational Finance Candidate at CMU
Industry Financial Services
Experience
Shanghai Discovering Investment Co., Ltd. May 2015 - August 2015
Cedar Capital February 2015 - May 2015
Shanghai Advanced Institute of Finance at SJTU October 2014 - December 2014
ZS Associates October 2014 - November 2014
UBS Investment Bank June 2014 - September 2014
Skills
Matlab, Mathematical Modeling, Data Analysis, Machine Learning, Financial Modeling, Microsoft Office, C++, R, Quantitative Finance, Equity Derivatives, Quantitative Investing, Data Science, Statistics, Quantitative Analytics, Monte Carlo Simulation, Derivatives, VBA, Wind, Bloomberg
Education
Carnegie Mellon University - Tepper School of Business 2015 — 2016
Master of Science (M.S.), Computational Finance
Shanghai Jiao Tong University 2011 — 2015
Honors Bachelor of Science (Zhiyuan College), Mathematics and Applied Mathematics, Minor in Finance, 3.75/4.00
Columbia University in the City of New York 2014 — 2014
Undergraduate Visiting Student (Spring Semester), Statistics and Finance, 3.94/4.00
University of California, Berkeley 2013 — 2013
Summer Session, Mathematics and Statistics, 4.00/4.00
Chengdu Foreign Language School 2005 — 2011
Shanghai Discovering Investment Co., Ltd. May 2015 - August 2015
Cedar Capital February 2015 - May 2015
Shanghai Advanced Institute of Finance at SJTU October 2014 - December 2014
ZS Associates October 2014 - November 2014
UBS Investment Bank June 2014 - September 2014
Skills
Matlab, Mathematical Modeling, Data Analysis, Machine Learning, Financial Modeling, Microsoft Office, C++, R, Quantitative Finance, Equity Derivatives, Quantitative Investing, Data Science, Statistics, Quantitative Analytics, Monte Carlo Simulation, Derivatives, VBA, Wind, Bloomberg
Education
Carnegie Mellon University - Tepper School of Business 2015 — 2016
Master of Science (M.S.), Computational Finance
Shanghai Jiao Tong University 2011 — 2015
Honors Bachelor of Science (Zhiyuan College), Mathematics and Applied Mathematics, Minor in Finance, 3.75/4.00
Columbia University in the City of New York 2014 — 2014
Undergraduate Visiting Student (Spring Semester), Statistics and Finance, 3.94/4.00
University of California, Berkeley 2013 — 2013
Summer Session, Mathematics and Statistics, 4.00/4.00
Chengdu Foreign Language School 2005 — 2011
Mark Telaak Mark Telaak's UBS Investment Bank Experience March 1999 - October 2008
Job Independent Consultant Financial Services
Industry Banking
Experience
Independent Consultant December 2014 - Present
SEB December 2008 - May 2012
UBS Investment Bank March 1999 - October 2008
Bankers Trust Company March 1997 - February 1999
Skills
FX Options, Derivatives, Investment Banking, Bloomberg, Capital Markets, Hedge Funds, Swaps, Electronic Trading, Financial Markets, Foreign Exchange, Banking, FX trading, Interest Rate..., Bonds, Currency, Corporate Finance, Trading, Options, Money Market, FX Trading
Education
Canisius College 1989 — 1993
Bachelor of Arts (B.A.), Finance, General
Independent Consultant December 2014 - Present
SEB December 2008 - May 2012
UBS Investment Bank March 1999 - October 2008
Bankers Trust Company March 1997 - February 1999
Skills
FX Options, Derivatives, Investment Banking, Bloomberg, Capital Markets, Hedge Funds, Swaps, Electronic Trading, Financial Markets, Foreign Exchange, Banking, FX trading, Interest Rate..., Bonds, Currency, Corporate Finance, Trading, Options, Money Market, FX Trading
Education
Canisius College 1989 — 1993
Bachelor of Arts (B.A.), Finance, General
Leah (Liaofan) Zhang's UBS Investment Bank Experience March 2012 - August 2012
Job Computational Finance Student at Carnegie Mellon University
Industry Financial Services
Experience
ITG June 2014 - August 2014
HedgeSPA May 2013 - August 2013
UBS Investment Bank March 2012 - August 2012
Skills
Quantitative Finance, Machine Learning, Statistical Arbitrage, Optmization, C++, Options, Derivatives, R, Matlab, Fixed Income
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2014
Master of Science in Computational Finance (MSCF)
Nanyang Technological University 2009 — 2013
B.Eng., Major in Electrical & Electronics Engineering, Minor in Mathematics, First Class Honor
University of California, Los Angeles 2011 — 2011
Bachelor of Engineering (B.Eng.)
Northeast Yucai School 2004 — 2008
High School, Talented Student Program
ITG June 2014 - August 2014
HedgeSPA May 2013 - August 2013
UBS Investment Bank March 2012 - August 2012
Skills
Quantitative Finance, Machine Learning, Statistical Arbitrage, Optmization, C++, Options, Derivatives, R, Matlab, Fixed Income
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2014
Master of Science in Computational Finance (MSCF)
Nanyang Technological University 2009 — 2013
B.Eng., Major in Electrical & Electronics Engineering, Minor in Mathematics, First Class Honor
University of California, Los Angeles 2011 — 2011
Bachelor of Engineering (B.Eng.)
Northeast Yucai School 2004 — 2008
High School, Talented Student Program
Brendan Lynch's UBS Investment Bank Experience 1997 - 1998
Job Vice President, Business Manager at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch 2008 - Present
Bank of America Merrill Lynch 2005 - 2008
Robert Morris College 2004 - 2005
Bank of America Merrill Lynch 2002 - 2005
Gibson Consulting Group, LLC 2001 - 2002
PricewaterhouseCoopers Consulting 2000 - 2001
UBS Investment Bank 1997 - 1998
Smith Barney Citigroup 1995 - 1997
Soloman Smith Barney 1991 - 1995
Skills
Program Management, Leadership, Management, Project Management, Strategic Planning, Process Improvement, PMO, Organizational..., Financial Modeling, Business Analysis, Financial Analysis, Strategy, Non-profits, Risk Management, Vendor Management, Accounting, Strategic Financial..., Nonprofits, Business Development, Philanthropy, Board Development, Board Governance, Business Process..., Analytical Skills, Volunteer Recruiting, Change Management, Financial Services, Analysis, Competitive Analysis, Fundraising, Corporate Social..., Finance, Executive Management, Consulting, Banking
Education
Loyola University of Chicago 2007 — 2014
Master's Degree, Social Justice and Community Development, 3.82 GPA
University of Rochester - William E. Simon Graduate School of Business Administration 1998 — 2000
MBA, Strategy
Canisius College 1988 — 1992
B.S., Finance
Bank of America Merrill Lynch 2008 - Present
Bank of America Merrill Lynch 2005 - 2008
Robert Morris College 2004 - 2005
Bank of America Merrill Lynch 2002 - 2005
Gibson Consulting Group, LLC 2001 - 2002
PricewaterhouseCoopers Consulting 2000 - 2001
UBS Investment Bank 1997 - 1998
Smith Barney Citigroup 1995 - 1997
Soloman Smith Barney 1991 - 1995
Skills
Program Management, Leadership, Management, Project Management, Strategic Planning, Process Improvement, PMO, Organizational..., Financial Modeling, Business Analysis, Financial Analysis, Strategy, Non-profits, Risk Management, Vendor Management, Accounting, Strategic Financial..., Nonprofits, Business Development, Philanthropy, Board Development, Board Governance, Business Process..., Analytical Skills, Volunteer Recruiting, Change Management, Financial Services, Analysis, Competitive Analysis, Fundraising, Corporate Social..., Finance, Executive Management, Consulting, Banking
Education
Loyola University of Chicago 2007 — 2014
Master's Degree, Social Justice and Community Development, 3.82 GPA
University of Rochester - William E. Simon Graduate School of Business Administration 1998 — 2000
MBA, Strategy
Canisius College 1988 — 1992
B.S., Finance
Chris Quirk's UBS Investment Bank Experience May 1999 - August 1999
Job Researcher at Microsoft
Industry Computer Software
Experience
Microsoft September 2012 - Present
University of Washington January 2011 - December 2012
Johns Hopkins University June 2012 - August 2012
Microsoft July 2006 - August 2012
Microsoft November 2001 - June 2006
Microsoft August 2000 - October 2001
UBS Investment Bank May 1999 - August 1999
Siemens May 1998 - August 1998
Skills
Natural Language..., Text Mining, Machine Learning, Computational..., Information Retrieval, Machine Translation, C#, Data Mining, C++, Algorithms, Software Engineering, Programming, Pattern Recognition, Computer Science, Artificial Intelligence, Information Extraction, Scalability, Text Analytics
Education
Carnegie Mellon University 1996 — 2000
BS, Computer Science, Mathematics
Microsoft September 2012 - Present
University of Washington January 2011 - December 2012
Johns Hopkins University June 2012 - August 2012
Microsoft July 2006 - August 2012
Microsoft November 2001 - June 2006
Microsoft August 2000 - October 2001
UBS Investment Bank May 1999 - August 1999
Siemens May 1998 - August 1998
Skills
Natural Language..., Text Mining, Machine Learning, Computational..., Information Retrieval, Machine Translation, C#, Data Mining, C++, Algorithms, Software Engineering, Programming, Pattern Recognition, Computer Science, Artificial Intelligence, Information Extraction, Scalability, Text Analytics
Education
Carnegie Mellon University 1996 — 2000
BS, Computer Science, Mathematics
Krzysztof Kowalski, CFA Krzysztof Kowalski, CFA's UBS Investment Bank Experience June 2010 - August 2010
Job Vice President at HIMCO
Industry Financial Services
Experience
HIMCO November 2011 - Present
UBS Investment Bank June 2010 - August 2010
HIMCO 2007 - 2009
Societe Generale May 2006 - December 2006
Skills
Financial Modeling, Real Estate, Investments, Valuation, Portfolio Management, Financial Analysis, Asset Management, Alternative Investments
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2011
Master of Business Administration (MBA), Finance
The University of Connecticut School of Business 2003 — 2007
Finance, Real Estate Concentration
HIMCO November 2011 - Present
UBS Investment Bank June 2010 - August 2010
HIMCO 2007 - 2009
Societe Generale May 2006 - December 2006
Skills
Financial Modeling, Real Estate, Investments, Valuation, Portfolio Management, Financial Analysis, Asset Management, Alternative Investments
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2011
Master of Business Administration (MBA), Finance
The University of Connecticut School of Business 2003 — 2007
Finance, Real Estate Concentration
Chi Zou Chi Zou's UBS Investment Bank Experience June 2011 - August 2011
Job Software Engineer at Google
Industry Computer Software
Experience
Google June 2013 - Present
eHarmony.com February 2012 - June 2013
Cylab at Carnegie Mellon University September 2011 - November 2011
UBS Investment Bank June 2011 - August 2011
Key Laboratory of Aeronautical Power System, Nanjing University of Aeronautics and Astronautics January 2010 - June 2010
Siemens Power Plant Automation Ltd. July 2009 - August 2009
Skills
Eclipse, Java, Visual Studio, Matlab, MySQL, Groovy, jQuery, Visual C#, Linux, Git, MVC, C#, Hibernate, Tomcat
Education
Carnegie Mellon University 2010 — 2011
Master, Electrical and Computer Engineering
Nanjing University of Aeronautics and Astronautics 2006 — 2010
Bechelor, Electrical Engineering and Automation
Google June 2013 - Present
eHarmony.com February 2012 - June 2013
Cylab at Carnegie Mellon University September 2011 - November 2011
UBS Investment Bank June 2011 - August 2011
Key Laboratory of Aeronautical Power System, Nanjing University of Aeronautics and Astronautics January 2010 - June 2010
Siemens Power Plant Automation Ltd. July 2009 - August 2009
Skills
Eclipse, Java, Visual Studio, Matlab, MySQL, Groovy, jQuery, Visual C#, Linux, Git, MVC, C#, Hibernate, Tomcat
Education
Carnegie Mellon University 2010 — 2011
Master, Electrical and Computer Engineering
Nanjing University of Aeronautics and Astronautics 2006 — 2010
Bechelor, Electrical Engineering and Automation
Jennifer Dubois's UBS Investment Bank Experience August 2006 - June 2013
Job Director at Fannie Mae
Industry Financial Services
Experience
Fannie Mae July 2013 - Present
UBS Investment Bank August 2006 - June 2013
Goldman, Sachs & Co. July 2004 - August 2006
Skills
Equities, Derivatives, Fixed Income, Risk Management, Trading Systems, Quantitative Analytics, Financial Modeling, Options, Investment Banking, Electronic Trading, Capital Markets, Hedge Funds, Trading, Credit Derivatives, FX Options
Education
Carnegie Mellon University
Bachelor’s Degree, Computer Science, Business Administration, Multimedia Production
University of Chicago
Master’s Degree, Financial Mathematics
Fannie Mae July 2013 - Present
UBS Investment Bank August 2006 - June 2013
Goldman, Sachs & Co. July 2004 - August 2006
Skills
Equities, Derivatives, Fixed Income, Risk Management, Trading Systems, Quantitative Analytics, Financial Modeling, Options, Investment Banking, Electronic Trading, Capital Markets, Hedge Funds, Trading, Credit Derivatives, FX Options
Education
Carnegie Mellon University
Bachelor’s Degree, Computer Science, Business Administration, Multimedia Production
University of Chicago
Master’s Degree, Financial Mathematics
Paul Beaubrun Paul Beaubrun's UBS Investment Bank Experience August 2010 - Present
Job Trader InsuranceLinked securities at UBS Securities Co., Ltd
Industry Insurance
Experience
UBS Investment Bank August 2010 - Present
KBC Financial Products September 2005 - July 2010
KBC AIM February 2005 - September 2005
Banc of America Securities 2004 - 2004
BNP Paribas 2002 - 2003
Skills
Derivatives, Portfolio Management, Equities, Investments, Structured Finance, Equity Derivatives, Credit, Securities, Insurance, Funding, Settlement, CDO, Analysis, Fixed Income, Capital Markets, Trading, Financial Markets, Banking, Structured Products, Swaps, Financial Modeling, Bonds, Asset Managment, Hedge Funds, Credit Derivatives, Financial Risk, Options, Alternative Investments
Education
Carnegie Mellon University 2003 — 2004
MSc
Telecom ParisTech 2000 — 2003
MSc
Lycee Louis Le Grand 1997 — 2000
Prepa
UBS Investment Bank August 2010 - Present
KBC Financial Products September 2005 - July 2010
KBC AIM February 2005 - September 2005
Banc of America Securities 2004 - 2004
BNP Paribas 2002 - 2003
Skills
Derivatives, Portfolio Management, Equities, Investments, Structured Finance, Equity Derivatives, Credit, Securities, Insurance, Funding, Settlement, CDO, Analysis, Fixed Income, Capital Markets, Trading, Financial Markets, Banking, Structured Products, Swaps, Financial Modeling, Bonds, Asset Managment, Hedge Funds, Credit Derivatives, Financial Risk, Options, Alternative Investments
Education
Carnegie Mellon University 2003 — 2004
MSc
Telecom ParisTech 2000 — 2003
MSc
Lycee Louis Le Grand 1997 — 2000
Prepa
Neil Khandhadia Neil Khandhadia's UBS Investment Bank Experience May 2005 - July 2006
Job Business Analyst
Industry Computer Software
Experience
ARTYLLECT CONSULTING September 2007 - July 2010
COUNTRYWIDE FINANCIAL July 2006 - August 2007
UBS Investment Bank May 2005 - July 2006
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2003 — 2007
BBA, Finance
ARTYLLECT CONSULTING September 2007 - July 2010
COUNTRYWIDE FINANCIAL July 2006 - August 2007
UBS Investment Bank May 2005 - July 2006
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2003 — 2007
BBA, Finance
Timothy O'Shea Timothy O'Shea's UBS Investment Bank Experience February 2012 - May 2012
Job Vice President, Equity Research (Internet and Video Game sector) at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company May 2012 - Present
UBS Investment Bank February 2012 - May 2012
UBS Investment Bank July 2010 - February 2012
UBS Investment Bank June 2009 - July 2009
Skills
Internet, Video Game, Financial Modeling, Equity Research, Excel, NPD, Word, Powerpoint, Writing, PowerPoint, Series 7, Microsoft Excel, Product Development, Video Games, Mobile Advertisting, Display Advertising, Demand Side Platforms, Online Video..., Discounted Cash Flow, Real Time Bidding, Valuation, Finance, Hedge Funds, Equities, Bloomberg, Financial Analysis, Investments, Leadership, Capital Markets
Education
Carnegie Mellon University - Tepper School of Business
MBA, Investment Strategy
Trinity College-Hartford
BS, Electrical Engineering
St. Paul's School
High School, Liberal Arts
Jefferies & Company May 2012 - Present
UBS Investment Bank February 2012 - May 2012
UBS Investment Bank July 2010 - February 2012
UBS Investment Bank June 2009 - July 2009
Skills
Internet, Video Game, Financial Modeling, Equity Research, Excel, NPD, Word, Powerpoint, Writing, PowerPoint, Series 7, Microsoft Excel, Product Development, Video Games, Mobile Advertisting, Display Advertising, Demand Side Platforms, Online Video..., Discounted Cash Flow, Real Time Bidding, Valuation, Finance, Hedge Funds, Equities, Bloomberg, Financial Analysis, Investments, Leadership, Capital Markets
Education
Carnegie Mellon University - Tepper School of Business
MBA, Investment Strategy
Trinity College-Hartford
BS, Electrical Engineering
St. Paul's School
High School, Liberal Arts
Ryo Adachi Ryo Adachi's UBS Investment Bank Experience June 2014 - August 2014
Job California Institute of Technology 学生
Industry
Experience
UBS Investment Bank June 2014 - August 2014
Education
California Institute of Technology 2011 — 2016
Behavioral and Social Neuroscience, Doctor of Philosophy (Ph.D.)
東京大学 / The University of Tokyo 2009 — 2011
Information Science and Technology, Master of Science (M.S.)
東京大学 / The University of Tokyo 2005 — 2009
Mathematical Engineering and Information Physics, Bachelor of Engineering (B.E.)
UBS Investment Bank June 2014 - August 2014
Education
California Institute of Technology 2011 — 2016
Behavioral and Social Neuroscience, Doctor of Philosophy (Ph.D.)
東京大学 / The University of Tokyo 2009 — 2011
Information Science and Technology, Master of Science (M.S.)
東京大学 / The University of Tokyo 2005 — 2009
Mathematical Engineering and Information Physics, Bachelor of Engineering (B.E.)
Priya Bishen Priya Bishen's UBS Investment Bank Experience July 2010 — June 2014
Job MBA Candidate 2016 at MIT Sloan School of Management
Industry Financial Services
Experience
PIMCO June 2015 — August 2015
UBS Investment Bank July 2010 — June 2014
RBC Capital Markets June 2009 — August 2009
MetLife Financial Services June 2008 — August 2008
Skills
Hedge Funds, Trading, Fixed Income, Bloomberg, Foreign Exchange, Equities, Investment Banking, Capital Markets, Structured Products, Credit Derivatives, Derivatives, Equity Derivatives, Options, Interest Rate..., FX Options
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Carnegie Mellon University 2006 — 2010
B.S. in Business Administration
London School of Economics and Political Science 2008 — 2009
n/a
PIMCO June 2015 — August 2015
UBS Investment Bank July 2010 — June 2014
RBC Capital Markets June 2009 — August 2009
MetLife Financial Services June 2008 — August 2008
Skills
Hedge Funds, Trading, Fixed Income, Bloomberg, Foreign Exchange, Equities, Investment Banking, Capital Markets, Structured Products, Credit Derivatives, Derivatives, Equity Derivatives, Options, Interest Rate..., FX Options
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Carnegie Mellon University 2006 — 2010
B.S. in Business Administration
London School of Economics and Political Science 2008 — 2009
n/a
Roman Ginis's UBS Investment Bank Experience June 2007 - November 2008
Job Quantitative Analyst at SAC Capital
Industry Financial Services
Experience
Cubist Systematic Strategies (formerly part of SAC Capital) June 2009 - Present
Axiom Investment Advisors November 2008 - June 2009
UBS Investment Bank June 2007 - November 2008
BAE Systems, Advanced Information Technologies February 2005 - June 2007
IBM T.J. Watson Labs February 2003 - February 2005
Intel Corp June 2002 - February 2003
Skills
Distributed Systems, Algorithms, Software Development, Equities, Trading, High Performance..., Trading Systems, Optimization, High Frequency Trading, Network Security, Python, C++, Trading System, Machine Learning, Java, Perl, Quantitative Finance, Electronic Trading, Statistical Arbitrage
Education
California Institute of Technology 1997 — 2001
Ph.D., Computer Science
Cubist Systematic Strategies (formerly part of SAC Capital) June 2009 - Present
Axiom Investment Advisors November 2008 - June 2009
UBS Investment Bank June 2007 - November 2008
BAE Systems, Advanced Information Technologies February 2005 - June 2007
IBM T.J. Watson Labs February 2003 - February 2005
Intel Corp June 2002 - February 2003
Skills
Distributed Systems, Algorithms, Software Development, Equities, Trading, High Performance..., Trading Systems, Optimization, High Frequency Trading, Network Security, Python, C++, Trading System, Machine Learning, Java, Perl, Quantitative Finance, Electronic Trading, Statistical Arbitrage
Education
California Institute of Technology 1997 — 2001
Ph.D., Computer Science
Lenny Chin's UBS Investment Bank Experience January 2007 - December 2007
Job Sr. Mobile Applications Consultant at AT&T
Industry Computer Software
Experience
AT&T July 2009 - Present
Trust Digital February 2008 - May 2009
UBS Investment Bank January 2007 - December 2007
Lambda OpticalSystems December 2004 - January 2007
Current Analysis July 2004 - November 2004
Tellabs January 2002 - June 2004
Ocular Networks August 2000 - February 2002
Network Access Solutions 1999 - 2000
Ciena 1997 - 1999
Newbridge Networks 1994 - 1997
Skills
Product Management, Product Marketing, Vendor Relations, Wireless, Competitive Analysis, IP, Cloud Computing, Telecommunications, Customer Relations, Product Strategy, Business Strategy, Strategic Planning, Mobile, Marketing Strategy, Program Management, Pricing, Market Analysis, New Business Development, SDH, Agile, Market Research, Team Leadership, Strategy Development, Cross-functional Team..., SaaS, Integration, Android, Competitive Intelligence, Team Building, Contract Negotiations, International Contract..., Mergers, Security, Marketing Communications, Sales Support, Product Launch, Business Analysis, Contract Negotiation, Requirements Analysis, International Business, Product Development, Mobile Devices, Strategy, TCP/IP, Data Center, DWDM, Ethernet, MPLS, Start-ups, Enterprise Software
Education
Carnegie Mellon University - Tepper School of Business 1990 — 1992
MBA, Marketing, Operations
Syracuse University 1980 — 1985
BSEE, Electrical and Electronics Engineering
Brooklyn Tech
AT&T July 2009 - Present
Trust Digital February 2008 - May 2009
UBS Investment Bank January 2007 - December 2007
Lambda OpticalSystems December 2004 - January 2007
Current Analysis July 2004 - November 2004
Tellabs January 2002 - June 2004
Ocular Networks August 2000 - February 2002
Network Access Solutions 1999 - 2000
Ciena 1997 - 1999
Newbridge Networks 1994 - 1997
Skills
Product Management, Product Marketing, Vendor Relations, Wireless, Competitive Analysis, IP, Cloud Computing, Telecommunications, Customer Relations, Product Strategy, Business Strategy, Strategic Planning, Mobile, Marketing Strategy, Program Management, Pricing, Market Analysis, New Business Development, SDH, Agile, Market Research, Team Leadership, Strategy Development, Cross-functional Team..., SaaS, Integration, Android, Competitive Intelligence, Team Building, Contract Negotiations, International Contract..., Mergers, Security, Marketing Communications, Sales Support, Product Launch, Business Analysis, Contract Negotiation, Requirements Analysis, International Business, Product Development, Mobile Devices, Strategy, TCP/IP, Data Center, DWDM, Ethernet, MPLS, Start-ups, Enterprise Software
Education
Carnegie Mellon University - Tepper School of Business 1990 — 1992
MBA, Marketing, Operations
Syracuse University 1980 — 1985
BSEE, Electrical and Electronics Engineering
Brooklyn Tech
Pei Hung's UBS Investment Bank Experience March 2013 - Present
Job Director at UBS Investment Bank
Industry Venture Capital & Private Equity
Experience
UBS Investment Bank March 2013 - Present
UBS Investment Bank September 2010 - February 2013
Metlife Investments July 2008 - August 2010
Columbus Nova January 2005 - June 2006
Schwab Soundview Capital Markets 2003 - 2005
Skills
Investment Banking, Private Equity, Leveraged Finance, Investments, LBO, Mezzanine, Growth Capital, Recapitalizations, Debt Restructuring, Credit Analysis, Equities
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance and Real Estate
Caltech
B.S., Mechanical Engineering
UBS Investment Bank March 2013 - Present
UBS Investment Bank September 2010 - February 2013
Metlife Investments July 2008 - August 2010
Columbus Nova January 2005 - June 2006
Schwab Soundview Capital Markets 2003 - 2005
Skills
Investment Banking, Private Equity, Leveraged Finance, Investments, LBO, Mezzanine, Growth Capital, Recapitalizations, Debt Restructuring, Credit Analysis, Equities
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance and Real Estate
Caltech
B.S., Mechanical Engineering
Aleek Datta's UBS Investment Bank Experience June 2007 - August 2007
Job Schlumberger Business Consulting
Industry Management Consulting
Experience
Schlumberger Business Consulting May 2011 - Present
Charles River Associates October 2008 - April 2011
UBS Investment Bank June 2007 - August 2007
Urbitran Associates January 2002 - July 2006
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2008
MBA
Rutgers University-New Brunswick 1997 — 2002
BS / MS
Schlumberger Business Consulting May 2011 - Present
Charles River Associates October 2008 - April 2011
UBS Investment Bank June 2007 - August 2007
Urbitran Associates January 2002 - July 2006
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2008
MBA
Rutgers University-New Brunswick 1997 — 2002
BS / MS
Ben Rosenfeld's UBS Investment Bank Experience June 2001 - August 2001
Job
Industry Entertainment
Experience
BigBenComedy July 2008 - Present
BigBenComedy February 2010 - Present
NYC Department of Homeless Services- Accenture/The Training Associates July 2011 - March 2012
Accenture June 2006 - June 2009
United Technologies Corporation- Carrier Corporation November 2006 - May 2008
Johns Hopkins University July 2005 - August 2005
Rutgers University September 2002 - December 2003
UBS Investment Bank June 2001 - August 2001
Skills
SAP, Photoshop, Training Delivery, Web Design, FrontPage, Video Editing, Materials Management, Employee Training, Software Installation, Final Cut Pro, Offshoring, Comedy, Program Management, Project Management, Business Analysis, Stand-up Comedy, Sketch Comedy, Improvisational Comedy, Dark Comedy, Comedy Writing, Video Production, Editing, Creative Writing, Entertainment, Video, Voice Over, Improvisation, Voice Acting, Film, Festivals, Acting, Television, Theatre, Recording, Short Films, Radio
Education
California Institute of Technology 2009 — 2009
Rutgers University-New Brunswick 2002 — 2006
BA, Economics and Philosophy
University College London, U. of London 2005 — 2005
Study Abroad, Economics and Philosophy
University of Melbourne 2004 — 2004
Study Abroad, Economics and Philosophy
BigBenComedy July 2008 - Present
BigBenComedy February 2010 - Present
NYC Department of Homeless Services- Accenture/The Training Associates July 2011 - March 2012
Accenture June 2006 - June 2009
United Technologies Corporation- Carrier Corporation November 2006 - May 2008
Johns Hopkins University July 2005 - August 2005
Rutgers University September 2002 - December 2003
UBS Investment Bank June 2001 - August 2001
Skills
SAP, Photoshop, Training Delivery, Web Design, FrontPage, Video Editing, Materials Management, Employee Training, Software Installation, Final Cut Pro, Offshoring, Comedy, Program Management, Project Management, Business Analysis, Stand-up Comedy, Sketch Comedy, Improvisational Comedy, Dark Comedy, Comedy Writing, Video Production, Editing, Creative Writing, Entertainment, Video, Voice Over, Improvisation, Voice Acting, Film, Festivals, Acting, Television, Theatre, Recording, Short Films, Radio
Education
California Institute of Technology 2009 — 2009
Rutgers University-New Brunswick 2002 — 2006
BA, Economics and Philosophy
University College London, U. of London 2005 — 2005
Study Abroad, Economics and Philosophy
University of Melbourne 2004 — 2004
Study Abroad, Economics and Philosophy
Paul Demmel's UBS Investment Bank Experience June 2007 - June 2009
Job Electronic Trading
Industry Financial Services
Experience
Allston Trading July 2009 - Present
UBS Investment Bank June 2007 - June 2009
Education
Carnegie Mellon University 2005 — 2006
Master of Science, Computational Finance
University of Nebraska-Lincoln 1999 — 2004
Bachelors of Science, Mathematics and Physics
Allston Trading July 2009 - Present
UBS Investment Bank June 2007 - June 2009
Education
Carnegie Mellon University 2005 — 2006
Master of Science, Computational Finance
University of Nebraska-Lincoln 1999 — 2004
Bachelors of Science, Mathematics and Physics
Paul Shosho's UBS Investment Bank Experience July 2010 - November 2010
Job Senior Information Technology Professional
Industry Hospitality
Experience
Delaware North September 2015 - Present
SMART DEVINE January 2015 - September 2015
Yeshiva University August 2012 - January 2015
The New School December 2010 - August 2012
UBS Investment Bank July 2010 - November 2010
UBS Wealth Management June 2007 - July 2010
ETRADE Financial March 2006 - June 2007
The New School May 2004 - February 2006
The New School May 2002 - May 2004
The New School January 2001 - May 2002
Skills
Business Intelligence, Business Process..., Analysis, Data Modeling, Budgets, Finance, VBA, Financial Systems..., Program Management, Hyperion Enterprise, Integration, Analytics, Corporate FP&A, Data Architecture, Project Management, PMO, Management, Financial Reporting, Leadership
Education
Stevens Institute of Technology
MS, Information Systems
Canisius College 1984 — 1988
B.S., Accounting
Nichols
Delaware North September 2015 - Present
SMART DEVINE January 2015 - September 2015
Yeshiva University August 2012 - January 2015
The New School December 2010 - August 2012
UBS Investment Bank July 2010 - November 2010
UBS Wealth Management June 2007 - July 2010
ETRADE Financial March 2006 - June 2007
The New School May 2004 - February 2006
The New School May 2002 - May 2004
The New School January 2001 - May 2002
Skills
Business Intelligence, Business Process..., Analysis, Data Modeling, Budgets, Finance, VBA, Financial Systems..., Program Management, Hyperion Enterprise, Integration, Analytics, Corporate FP&A, Data Architecture, Project Management, PMO, Management, Financial Reporting, Leadership
Education
Stevens Institute of Technology
MS, Information Systems
Canisius College 1984 — 1988
B.S., Accounting
Nichols
Wola Asase's UBS Investment Bank Experience May 2004 - November 2005
Job Syndications Officer at International Finance Corporation, member of the World Bank Group
Industry Banking
Experience
IFC - International Finance Corporation November 2005 - Present
UBS Investment Bank May 2004 - November 2005
Skills
Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Emerging Markets, Investment Banking, Business Strategy, Due Diligence, Capital Markets, Private Equity
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Business Administration and Management, General
Cardinal Stritch University 2001 — 2004
BA, MIS/Business
Red Cross Nordic United World College 1996 — 1998
Diploma, International Baccalaureate
IFC - International Finance Corporation November 2005 - Present
UBS Investment Bank May 2004 - November 2005
Skills
Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Emerging Markets, Investment Banking, Business Strategy, Due Diligence, Capital Markets, Private Equity
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Business Administration and Management, General
Cardinal Stritch University 2001 — 2004
BA, MIS/Business
Red Cross Nordic United World College 1996 — 1998
Diploma, International Baccalaureate
Bryan Alexander's UBS Investment Bank Experience July 2007 - July 2008
Job Director Strategic Planning at AMC Networks
Industry Financial Services
Experience
AMC Networks March 2015 - Present
AMC Networks March 2011 - March 2015
AMC Networks March 2010 - February 2011
Rainbow Media August 2008 - March 2010
UBS Investment Bank July 2007 - July 2008
Skills
Due Diligence, Mergers, Financial Analysis, Corporate Finance, Financial Modeling
Education
Carnegie Mellon University 2003 — 2007
Bachelor of Science (BS), Business Administration (Finance), Economics
New York University, Stern School of Business
Master of Business Administration (MBA)
AMC Networks March 2015 - Present
AMC Networks March 2011 - March 2015
AMC Networks March 2010 - February 2011
Rainbow Media August 2008 - March 2010
UBS Investment Bank July 2007 - July 2008
Skills
Due Diligence, Mergers, Financial Analysis, Corporate Finance, Financial Modeling
Education
Carnegie Mellon University 2003 — 2007
Bachelor of Science (BS), Business Administration (Finance), Economics
New York University, Stern School of Business
Master of Business Administration (MBA)
Hemal Thakore's UBS Investment Bank Experience July 2008 - June 2010
Job Senior Consultant at Deloitte Consulting
Industry Financial Services
Experience
Deloitte Consulting October 2014 - Present
Celanese May 2013 - August 2013
Deloitte & Touche September 2010 - May 2012
UBS Investment Bank July 2008 - June 2010
Ford Motor Company May 2007 - August 2007
American Airlines June 2006 - August 2006
Skills
Finance, Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Project Management, Analysis, Strategy, Due Diligence, Business Strategy, Management Consulting, Data Analysis, Consulting
Education
Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Corporate Finance Concentration
Carnegie Mellon University 2004 — 2007
B.S., Business Administration - Finance
Deloitte Consulting October 2014 - Present
Celanese May 2013 - August 2013
Deloitte & Touche September 2010 - May 2012
UBS Investment Bank July 2008 - June 2010
Ford Motor Company May 2007 - August 2007
American Airlines June 2006 - August 2006
Skills
Finance, Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Project Management, Analysis, Strategy, Due Diligence, Business Strategy, Management Consulting, Data Analysis, Consulting
Education
Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Corporate Finance Concentration
Carnegie Mellon University 2004 — 2007
B.S., Business Administration - Finance
Pingping He's UBS Investment Bank Experience June 2011 - August 2011
Job Application Engineer at Oracle
Industry Computer Software
Experience
Oracle February 2012 - Present
Carnegie Mellon University August 2010 - December 2011
UBS Investment Bank June 2011 - August 2011
Georgia Institute of Technology August 2008 - May 2010
Georgia Tech Military&Simulation Laboratory January 2009 - March 2010
Tongji University August 2003 - July 2007
Engineering College of Copenhagen July 2006 - March 2007
Skills
Software Engineering, J2EE Architecture, Java, SOA, Algorithm Design, C#, Ruby on Rails, Python
Education
Carnegie Mellon University 2010 — 2011
Master of Science (M.S.), MISM
Georgia Institute of Technology 2008 — 2010
MS, Computational Science&Engineering
Tongji University 2003 — 2007
Bachelor, Software Engineering
Oracle February 2012 - Present
Carnegie Mellon University August 2010 - December 2011
UBS Investment Bank June 2011 - August 2011
Georgia Institute of Technology August 2008 - May 2010
Georgia Tech Military&Simulation Laboratory January 2009 - March 2010
Tongji University August 2003 - July 2007
Engineering College of Copenhagen July 2006 - March 2007
Skills
Software Engineering, J2EE Architecture, Java, SOA, Algorithm Design, C#, Ruby on Rails, Python
Education
Carnegie Mellon University 2010 — 2011
Master of Science (M.S.), MISM
Georgia Institute of Technology 2008 — 2010
MS, Computational Science&Engineering
Tongji University 2003 — 2007
Bachelor, Software Engineering
Firdaus Pohowalla's UBS Investment Bank Experience 2002 - 2008
Job Vice President Restructuring and Finance Group at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital 2009 - Present
UBS Investment Bank 2002 - 2008
Deloitte Consulting 1995 - 2000
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Carleton College 1991 — 1995
BA, Economics
Barclays Capital 2009 - Present
UBS Investment Bank 2002 - 2008
Deloitte Consulting 1995 - 2000
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Carleton College 1991 — 1995
BA, Economics
Darnyll Oliveira's UBS Investment Bank Experience 2006 - Present
Job UBS End User Services
Industry Computer Networking
Experience
UBS Investment Bank 2006 - Present
Towers Perrin October 2005 - June 2006
Lockheed Martin November 2004 - October 2005
Skills
XP, Windows, BMC Remedy, TCP/IP, HP Openview, Windows NT, Lotus Notes, HP, Microsoft Office, HTML, HP Proliant, Ethernet, PC Anywhere, Novell Netware, Mac, Wordperfect, OS/2, Heat, Lotus 123, Corel Draw, Windows XP, Windows Server, Windows 7, VPN, Technical Support, VMware, System Deployment, Software Installation, Servers, Operating Systems, Networking, Microsoft Exchange, Laptops, IT Operations, Hardware, Disaster Recovery, Citrix, Active Directory, Blackberry Enterprise...
Education
Cal State Fullerton
UBS Investment Bank 2006 - Present
Towers Perrin October 2005 - June 2006
Lockheed Martin November 2004 - October 2005
Skills
XP, Windows, BMC Remedy, TCP/IP, HP Openview, Windows NT, Lotus Notes, HP, Microsoft Office, HTML, HP Proliant, Ethernet, PC Anywhere, Novell Netware, Mac, Wordperfect, OS/2, Heat, Lotus 123, Corel Draw, Windows XP, Windows Server, Windows 7, VPN, Technical Support, VMware, System Deployment, Software Installation, Servers, Operating Systems, Networking, Microsoft Exchange, Laptops, IT Operations, Hardware, Disaster Recovery, Citrix, Active Directory, Blackberry Enterprise...
Education
Cal State Fullerton
Kevin Carpenter's UBS Investment Bank Experience August 2009 - May 2010
Job Chief Strategy Officer at Verisk Health
Industry Information Services
Experience
Verisk Health July 2014 - Present
Verisk Analytics July 2011 - Present
Citi May 2010 - July 2011
UBS Investment Bank August 2009 - May 2010
Merrill Lynch January 2008 - August 2009
Morgan Stanley 2006 - 2007
ShopSmart 2000 - 2001
Deutsche Bank 1998 - 2000
Skills
Investment Banking, Analytics, Mergers & Acquisitions, Strategy, Corporate Finance, Corporate Development, Due Diligence, Capital Markets, Valuation, Financial Modeling, Private Equity, Financial Analysis, Competitive Analysis, Executive Management, Portfolio Management, Strategic Planning
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2004
MBA
Georgetown University
BSBA, Finance
Verisk Health July 2014 - Present
Verisk Analytics July 2011 - Present
Citi May 2010 - July 2011
UBS Investment Bank August 2009 - May 2010
Merrill Lynch January 2008 - August 2009
Morgan Stanley 2006 - 2007
ShopSmart 2000 - 2001
Deutsche Bank 1998 - 2000
Skills
Investment Banking, Analytics, Mergers & Acquisitions, Strategy, Corporate Finance, Corporate Development, Due Diligence, Capital Markets, Valuation, Financial Modeling, Private Equity, Financial Analysis, Competitive Analysis, Executive Management, Portfolio Management, Strategic Planning
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2004
MBA
Georgetown University
BSBA, Finance
Jenny Xu's UBS Investment Bank Experience August 1999 - April 2004
Job Managing Director at Bank of America Merill Lynch
Industry Investment Banking
Experience
SAFE September 2012 - Present
Bank of America Merrill Lynch April 2004 - September 2012
UBS Investment Bank August 1999 - April 2004
Swiss Bank Corporation/UBS Warburg 1999 - 2004
UBS 1992 - 2004
UBS (SBC/OC) 1994 - 1999
Skills
FX Options, Market Making, Hedging, Structured Products, Quantitative Investing, Quantitative Analytics, Rates, High Frequency Trading, Electronic Trading, Trading Systems, Equity Derivatives, Options, Fixed Income, Equity Trading, Proprietary Trading, Volatility, Trading, Equities, Hedge Funds, Bloomberg, Risk Management, Commodity, Credit Derivatives, Interest Rate..., Valuation, Market Risk, Market Data, Portfolio Management, Capital Markets, Financial Risk, Quantitative Finance
Education
Carnegie Mellon University 1989 — 1990
Post Docotoral, Psychoacoustic Modeling
UNSW Australia 1983 — 1987
Ph.D, Seismic Digital Signal Processing
Peking University 1978 — 1982
BS, Geophysics
SAFE September 2012 - Present
Bank of America Merrill Lynch April 2004 - September 2012
UBS Investment Bank August 1999 - April 2004
Swiss Bank Corporation/UBS Warburg 1999 - 2004
UBS 1992 - 2004
UBS (SBC/OC) 1994 - 1999
Skills
FX Options, Market Making, Hedging, Structured Products, Quantitative Investing, Quantitative Analytics, Rates, High Frequency Trading, Electronic Trading, Trading Systems, Equity Derivatives, Options, Fixed Income, Equity Trading, Proprietary Trading, Volatility, Trading, Equities, Hedge Funds, Bloomberg, Risk Management, Commodity, Credit Derivatives, Interest Rate..., Valuation, Market Risk, Market Data, Portfolio Management, Capital Markets, Financial Risk, Quantitative Finance
Education
Carnegie Mellon University 1989 — 1990
Post Docotoral, Psychoacoustic Modeling
UNSW Australia 1983 — 1987
Ph.D, Seismic Digital Signal Processing
Peking University 1978 — 1982
BS, Geophysics
Oliver Sung's UBS Investment Bank Experience November 2004 - May 2007
Job Managing Director, Head of Electronic Trading and ATS at ConvergEx Group
Industry Financial Services
Experience
ConvergEx Group September 2014 - Present
Bank of America Merrill Lynch January 2013 - August 2014
Bank of America Merrill Lynch June 2008 - January 2013
Bear, Stearns & Co. Inc. May 2007 - June 2008
UBS Investment Bank November 2004 - May 2007
Charles Schwab May 2003 - October 2004
NASDAQ June 2001 - May 2003
Management Science Associates June 1998 - April 2001
Education
Carnegie Mellon University 1994 — 1998
BS, Economics
The Kiski School 1991 — 1994
High School
ConvergEx Group September 2014 - Present
Bank of America Merrill Lynch January 2013 - August 2014
Bank of America Merrill Lynch June 2008 - January 2013
Bear, Stearns & Co. Inc. May 2007 - June 2008
UBS Investment Bank November 2004 - May 2007
Charles Schwab May 2003 - October 2004
NASDAQ June 2001 - May 2003
Management Science Associates June 1998 - April 2001
Education
Carnegie Mellon University 1994 — 1998
BS, Economics
The Kiski School 1991 — 1994
High School
Jerome Hartwell's UBS Investment Bank Experience August 2006 - November 2007
Job Resolutions & Closings Manager at Federal Deposit Insurance Coporation
Industry Financial Services
Experience
Federal Deposit Insurance Coporation October 2008 - Present
FDIC October 2008 - Present
UBS Investment Bank August 2006 - November 2007
UBS AG, Investment Bank 2006 - 2007
UBS 2006 - 2007
The Winter Group November 2004 - July 2006
Countrywide Full Spectrum Lending September 2002 - December 2004
Columbia Savings and Loan Association 1985 - 1989
Skills
Risk Management, Valuation, Mortgage Lending, Credit, Loan Origination, Banking, Credit Risk, Real Estate, Loans, Finance, Management, Loan Servicing, Underwriting, Asset Management, Mortgage Banking, Commercial Banking, Investment Banking, Credit Analysis, Executive Management
Education
California State University-San Bernardino
BA, Business Administration
Federal Deposit Insurance Coporation October 2008 - Present
FDIC October 2008 - Present
UBS Investment Bank August 2006 - November 2007
UBS AG, Investment Bank 2006 - 2007
UBS 2006 - 2007
The Winter Group November 2004 - July 2006
Countrywide Full Spectrum Lending September 2002 - December 2004
Columbia Savings and Loan Association 1985 - 1989
Skills
Risk Management, Valuation, Mortgage Lending, Credit, Loan Origination, Banking, Credit Risk, Real Estate, Loans, Finance, Management, Loan Servicing, Underwriting, Asset Management, Mortgage Banking, Commercial Banking, Investment Banking, Credit Analysis, Executive Management
Education
California State University-San Bernardino
BA, Business Administration
Andrea Klancko's UBS Investment Bank Experience 2003 - 2007
Job Sr. Project Manager Enterprise Content Management at GE Capital
Industry Banking
Experience
GE Capital May 2014 - Present
RBS January 2011 - April 2013
RBS April 2010 - January 2011
Mothers of Multiples of Lower Fairfield County (MoMsLFC) May 2008 - June 2010
Driscoll School PTA May 2009 - May 2010
Klancko Household November 2007 - April 2010
UBS Investment Bank 2003 - 2007
Instinet Corporation 1999 - 2002
The Chase Manhattan Bank 1992 - 1999
Contractors Labor Pool, Inc. 1990 - 1992
Skills
Vendor Management, Risk Management, Banking, Management, Project Management
Education
California State University-Chico 1985 — 1990
BS, Finance
GE Capital May 2014 - Present
RBS January 2011 - April 2013
RBS April 2010 - January 2011
Mothers of Multiples of Lower Fairfield County (MoMsLFC) May 2008 - June 2010
Driscoll School PTA May 2009 - May 2010
Klancko Household November 2007 - April 2010
UBS Investment Bank 2003 - 2007
Instinet Corporation 1999 - 2002
The Chase Manhattan Bank 1992 - 1999
Contractors Labor Pool, Inc. 1990 - 1992
Skills
Vendor Management, Risk Management, Banking, Management, Project Management
Education
California State University-Chico 1985 — 1990
BS, Finance
Deepak Sankaran's UBS Investment Bank Experience December 2008 - December 2009
Job Vice President Technological Solutions at URC Construction (P) Ltd
Industry Information Technology and Services
Experience
ThreeSigns Consultants (India) September 2014 - Present
URC Construction (P) Ltd September 2014 - Present
New Earth Nation January 2014 - Present
Penn Mutual January 2013 - July 2013
Albridge, an Affiliate of Pershing May 2012 - December 2012
Lincoln Financial Group August 2010 - April 2012
VWR International February 2010 - July 2010
UBS Investment Bank December 2008 - December 2009
Exelon 2008 - 2008
Albridge Solutions June 2006 - June 2007
Skills
Integration, SDLC, Management, Purchasing, Enterprise Software, Data Warehousing, Software Development, Software Project..., ERP Oracle, Business Process..., Business Process..., Business Process..., Data Analysis, Data Mining, Data Modeling, Cloud Storage, Campaign Management, Campaign Strategies, ETL, Business Requirements, Business Analysis, Requirements Gathering, Requirements Analysis
Education
California State University-Fresno 2003 — 2006
Master of Science (M.S.), Industrial Technology/Technician
Madras University 1999 — 2003
Bachelor of Technology (B.Tech.), Information Technology
ThreeSigns Consultants (India) September 2014 - Present
URC Construction (P) Ltd September 2014 - Present
New Earth Nation January 2014 - Present
Penn Mutual January 2013 - July 2013
Albridge, an Affiliate of Pershing May 2012 - December 2012
Lincoln Financial Group August 2010 - April 2012
VWR International February 2010 - July 2010
UBS Investment Bank December 2008 - December 2009
Exelon 2008 - 2008
Albridge Solutions June 2006 - June 2007
Skills
Integration, SDLC, Management, Purchasing, Enterprise Software, Data Warehousing, Software Development, Software Project..., ERP Oracle, Business Process..., Business Process..., Business Process..., Data Analysis, Data Mining, Data Modeling, Cloud Storage, Campaign Management, Campaign Strategies, ETL, Business Requirements, Business Analysis, Requirements Gathering, Requirements Analysis
Education
California State University-Fresno 2003 — 2006
Master of Science (M.S.), Industrial Technology/Technician
Madras University 1999 — 2003
Bachelor of Technology (B.Tech.), Information Technology
Abraham Jacob's UBS Investment Bank Experience June 2005 - July 2008
Job Director Web, Middleware Services, Release Management & Analytics Technical services
Industry Computer Software
Experience
Labcorp August 2008 - Present
UBS Investment Bank June 2005 - July 2008
United Healthcare 2003 - 2005
IBM 1999 - 2003
IBM Global Services 1999 - 2002
Skills
Middleware, Disaster Recovery, AIX, Solaris, Web Services, Vendor Management, Offshore Resource..., Operations Management, Systems Engineering, WebSphere MQ, Weblogic Administration, WebSphere Application..., WebSphere Message Broker, Oracle Service Bus, Apache, Change Management, Integration, SDLC, Cloud Computing, SOA, Enterprise Architecture, Websphere, Software Development, DB2, Unix, Weblogic, Solution Architecture, CRM, Oracle, EAI, Agile Methodologies, Software Project..., Java Enterprise Edition, Tomcat, Unix Shell Scripting, IIS, IT Strategy
Education
Capitol College
Masters, Information Technology and Telecommunication
Fatima High School
Labcorp August 2008 - Present
UBS Investment Bank June 2005 - July 2008
United Healthcare 2003 - 2005
IBM 1999 - 2003
IBM Global Services 1999 - 2002
Skills
Middleware, Disaster Recovery, AIX, Solaris, Web Services, Vendor Management, Offshore Resource..., Operations Management, Systems Engineering, WebSphere MQ, Weblogic Administration, WebSphere Application..., WebSphere Message Broker, Oracle Service Bus, Apache, Change Management, Integration, SDLC, Cloud Computing, SOA, Enterprise Architecture, Websphere, Software Development, DB2, Unix, Weblogic, Solution Architecture, CRM, Oracle, EAI, Agile Methodologies, Software Project..., Java Enterprise Edition, Tomcat, Unix Shell Scripting, IIS, IT Strategy
Education
Capitol College
Masters, Information Technology and Telecommunication
Fatima High School
Thomas Grafos's UBS Investment Bank Experience September 1990 - February 2000
Job Partner at Rubicon Capital
Industry Investment Management
Experience
Rubicon Capital LLC October 2001 - Present
UBS Investment Bank September 1990 - February 2000
Skills
Equity Derivatives, Portfolio Management, Alternative Investments, Investments, Bloomberg, Equities, Securities, Corporate Finance, Fixed Income, Private Equity, Capital Markets, Options, Hedge Funds, Mergers & Acquisitions, Equity Trading, Investment Banking, Asset Management, Trading, Equity Research, Derivatives, Financial Modeling, Equity Valuation, Mutual Funds, Investment Management, Valuation, Asset Allocation, Investment Strategies, Series 63, Financial Analysis, ETFs, Series 7, Due Diligence, Financial Markets
Education
California State University-Northridge
Accounting and Finance
Rubicon Capital LLC October 2001 - Present
UBS Investment Bank September 1990 - February 2000
Skills
Equity Derivatives, Portfolio Management, Alternative Investments, Investments, Bloomberg, Equities, Securities, Corporate Finance, Fixed Income, Private Equity, Capital Markets, Options, Hedge Funds, Mergers & Acquisitions, Equity Trading, Investment Banking, Asset Management, Trading, Equity Research, Derivatives, Financial Modeling, Equity Valuation, Mutual Funds, Investment Management, Valuation, Asset Allocation, Investment Strategies, Series 63, Financial Analysis, ETFs, Series 7, Due Diligence, Financial Markets
Education
California State University-Northridge
Accounting and Finance
Patricia Stallings's UBS Investment Bank Experience August 2006 - August 2007
Job Vice President, Technology Solutions at TD Securities
Industry Financial Services
Experience
TD Securities May 2013 - Present
Nomura April 2010 - April 2013
Capco September 2008 - April 2010
Royal Bank of Scotland January 2009 - March 2010
UBS Investment Bank August 2006 - August 2007
Skills
Capital Markets, Project Management, Change Management, Mergers, Acquisitions, Technology Integration, Electronic Markets, Mergers & Acquisitions, Business Analysis, Governance, Financial Analysis, Management, Outsourcing, Business Transformation, FX Options, Fixed Income, Financial Services, IT Management, PMO, Derivatives, Middle Office, Business Process...
Education
Carnegie Mellon University
BS (Hons), Public Policy & Management, Environmental Policy and Enginering Studies
Lenape High School
The London School of Economics and Political Science (LSE)
MSc, Management, Organizations and Governance
TD Securities May 2013 - Present
Nomura April 2010 - April 2013
Capco September 2008 - April 2010
Royal Bank of Scotland January 2009 - March 2010
UBS Investment Bank August 2006 - August 2007
Skills
Capital Markets, Project Management, Change Management, Mergers, Acquisitions, Technology Integration, Electronic Markets, Mergers & Acquisitions, Business Analysis, Governance, Financial Analysis, Management, Outsourcing, Business Transformation, FX Options, Fixed Income, Financial Services, IT Management, PMO, Derivatives, Middle Office, Business Process...
Education
Carnegie Mellon University
BS (Hons), Public Policy & Management, Environmental Policy and Enginering Studies
Lenape High School
The London School of Economics and Political Science (LSE)
MSc, Management, Organizations and Governance
Marc Malek's UBS Investment Bank Experience 1994 - 1999
Job Owner, Conquest Capital Group
Industry Financial Services
Experience
Conquest Capital Group May 2001 - Present
LIFE 2014 - 2014
UBS Investment Bank 1994 - 1999
UBS 1994 - 1999
KB Partners 1993 - 1994
Salomon Brothers 1992 - 1993
Skills
Managed Futures, Trading Strategies, Alternative Investments, Global Macro, Hedge Funds, Trading Systems, Commodity, Proprietary Trading, Options, Trading, Traders, Currency, Electronic Trading, Volatility, Derivatives, Technical Analysis, FX Options, Financial Markets, Equities, Fixed Income, Investment Strategies, Futures Trading
Education
California Institute of Technology 1988 — 1992
Bachelor of Applied Science (B.A.Sc.)
Reed College 1987 — 1991
BA, Math
Lycee 1975 — 1987
Conquest Capital Group May 2001 - Present
LIFE 2014 - 2014
UBS Investment Bank 1994 - 1999
UBS 1994 - 1999
KB Partners 1993 - 1994
Salomon Brothers 1992 - 1993
Skills
Managed Futures, Trading Strategies, Alternative Investments, Global Macro, Hedge Funds, Trading Systems, Commodity, Proprietary Trading, Options, Trading, Traders, Currency, Electronic Trading, Volatility, Derivatives, Technical Analysis, FX Options, Financial Markets, Equities, Fixed Income, Investment Strategies, Futures Trading
Education
California Institute of Technology 1988 — 1992
Bachelor of Applied Science (B.A.Sc.)
Reed College 1987 — 1991
BA, Math
Lycee 1975 — 1987
Binayak Bhattacharyya's UBS Investment Bank Experience April 2008 - April 2009
Job VP Market Risk at JPMorgan Chase
Industry Capital Markets
Experience
JPMorgan Chase May 2013 - Present
BNY Mellon September 2012 - April 2013
Deutsche Bank May 2009 - October 2012
UBS Investment Bank April 2008 - April 2009
Morgan Stanley February 2005 - March 2008
Summit Systems 2000 - 2005
Skills
MBS, Agency MBS, Market Risk, VAR, Intex, Intex Desktop, Bloomberg, CVA, Validating, C++, Perl, VBA, Insurance Linked..., Structured Finance, ABS
Education
Carnegie Mellon University 1999 — 2000
MSCF, Computational Finance
Indian Institute of Technology, Madras 1992 — 1994
MS, Physics
JPMorgan Chase May 2013 - Present
BNY Mellon September 2012 - April 2013
Deutsche Bank May 2009 - October 2012
UBS Investment Bank April 2008 - April 2009
Morgan Stanley February 2005 - March 2008
Summit Systems 2000 - 2005
Skills
MBS, Agency MBS, Market Risk, VAR, Intex, Intex Desktop, Bloomberg, CVA, Validating, C++, Perl, VBA, Insurance Linked..., Structured Finance, ABS
Education
Carnegie Mellon University 1999 — 2000
MSCF, Computational Finance
Indian Institute of Technology, Madras 1992 — 1994
MS, Physics
Vinayak Patade's UBS Investment Bank Experience 1997 - 2006
Job Executive Director at JPMorgan Chase
Industry Capital Markets
Experience
JPMorgan Chase September 2013 - Present
Barclays Capital November 2006 - September 2013
Lehman Brothers 2006 - 2008
UBS Investment Bank 1997 - 2006
Education
Carleton College 1994 — 1995
JPMorgan Chase September 2013 - Present
Barclays Capital November 2006 - September 2013
Lehman Brothers 2006 - 2008
UBS Investment Bank 1997 - 2006
Education
Carleton College 1994 — 1995
Valerie Alcindor's UBS Investment Bank Experience May 2006 - March 2010
Job Associate Consultant
Industry Financial Services
Experience
Booz Allen Hamilton September 2014 - Present
EMC July 2012 - August 2014
Carnegie Mellon Tepper School of Business August 2010 - May 2012
American Express May 2011 - August 2011
Morgan Stanley March 2010 - July 2010
UBS Investment Bank May 2006 - March 2010
Skills
Valuation, Financial Modeling, Bloomberg, Business Analysis, Corporate Finance, VBA, PMO, Quantitative Analytics, Financial Markets, Options, Financial Analysis, Asset Managment, Analysis, Competitive Analysis, Strategy, Cross-functional Team..., Program Management, Project Management, Management, Data Analysis, Consulting
Education
Carnegie Mellon University 2010 — 2012
Bachelor of Science, Strategy, Finance; Electrical and Computer Engineering
Carnegie Mellon University - Tepper School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Master in Business Administration
Carnegie Mellon University 2001 — 2005
Master of Business Administration (M.B.A.), Finance and Marketing
Booz Allen Hamilton September 2014 - Present
EMC July 2012 - August 2014
Carnegie Mellon Tepper School of Business August 2010 - May 2012
American Express May 2011 - August 2011
Morgan Stanley March 2010 - July 2010
UBS Investment Bank May 2006 - March 2010
Skills
Valuation, Financial Modeling, Bloomberg, Business Analysis, Corporate Finance, VBA, PMO, Quantitative Analytics, Financial Markets, Options, Financial Analysis, Asset Managment, Analysis, Competitive Analysis, Strategy, Cross-functional Team..., Program Management, Project Management, Management, Data Analysis, Consulting
Education
Carnegie Mellon University 2010 — 2012
Bachelor of Science, Strategy, Finance; Electrical and Computer Engineering
Carnegie Mellon University - Tepper School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Master in Business Administration
Carnegie Mellon University 2001 — 2005
Master of Business Administration (M.B.A.), Finance and Marketing
Shiva Bhaskara, PMP's UBS Investment Bank Experience September 1997 - August 1999
Job Sr. Project Manager at TD
Industry Information Technology and Services
Experience
TD June 2012 - December 2012
TD April 2010 - March 2012
ScotiaMcLeod April 2009 - April 2010
Rogers Wireless March 2008 - March 2009
TD Securities 2005 - March 2008
TD Securities September 2002 - 2004
Charles Schwab Canada 2000 - 2002
Novator 1999 - 2000
UBS Investment Bank September 1997 - August 1999
Skills
Project Management, Business Analysis, SDLC, Project Budgeting, Project Planning, PMLC, Capital Markets, Wealth Management..., Disaster Recovery..., Certified Scrum Master, Business Process Design, Business Process..., Agile Project Management, Budgets, Disaster Recovery, Scrum, Agile Methodologies, Software Development, Change Management, PMO, Requirements Analysis, Business Process, Management, Life-cycle Management, Analysis, Requirements Gathering, Integration, Cross-functional Team..., Vendor Management, Business Requirements, Enterprise Software, Project Delivery, Databases, Software Project..., IT Strategy, Leadership, IT Management, Visio, MS Project, PMP, Program Management, Microsoft Project
Education
Carnegie Mellon University 1996 — 1997
Master of Information Systems Mgmt, Information Systems
Bombay University
Master of Science, Physics
TD June 2012 - December 2012
TD April 2010 - March 2012
ScotiaMcLeod April 2009 - April 2010
Rogers Wireless March 2008 - March 2009
TD Securities 2005 - March 2008
TD Securities September 2002 - 2004
Charles Schwab Canada 2000 - 2002
Novator 1999 - 2000
UBS Investment Bank September 1997 - August 1999
Skills
Project Management, Business Analysis, SDLC, Project Budgeting, Project Planning, PMLC, Capital Markets, Wealth Management..., Disaster Recovery..., Certified Scrum Master, Business Process Design, Business Process..., Agile Project Management, Budgets, Disaster Recovery, Scrum, Agile Methodologies, Software Development, Change Management, PMO, Requirements Analysis, Business Process, Management, Life-cycle Management, Analysis, Requirements Gathering, Integration, Cross-functional Team..., Vendor Management, Business Requirements, Enterprise Software, Project Delivery, Databases, Software Project..., IT Strategy, Leadership, IT Management, Visio, MS Project, PMP, Program Management, Microsoft Project
Education
Carnegie Mellon University 1996 — 1997
Master of Information Systems Mgmt, Information Systems
Bombay University
Master of Science, Physics
Brent Camery's UBS Investment Bank Experience 1988 - 1992
Job Chief Auditor, Managing Director N.A. ICG Markets at Citi
Industry Financial Services
Experience
Citi April 2014 - Present
Cantor Fitzgerald March 2012 - December 2013
Treliant Risk Advisors 2011 - March 2012
Crowe Horwath LLP October 2008 - 2011
Bear Stearns April 1996 - August 2008
Banque IndosueZ 1992 - 1996
UBS Investment Bank 1988 - 1992
Deloitte 1984 - 1988
KPMG Peat Marwick 1982 - 1984
KPMG Peat Marwick 1979 - 1982
Skills
Enterprise Risk..., Financial Risk, AML, Risk Management, Hedge Funds, Internal Audit, Operational Risk..., Financial Services, Corporate Governance, Alternative Investments, Due Diligence, Fixed Income, Derivatives, Investment Banking, Capital Markets, Asset Management, Securities, Asset Managment, Financial Markets, Auditing, Operational Risk, Investments, Credit, Equities, Private Equity, Sarbanes-Oxley, Internal Controls, Anti Money Laundering, Finance, Financial Analysis, Financial Modeling, Corporate Finance, Banking, Valuation, Sarbanes-Oxley Act
Education
California State University-Northridge 1975 — 1978
Bachelor of Science, Accounting Information Systems
Citi April 2014 - Present
Cantor Fitzgerald March 2012 - December 2013
Treliant Risk Advisors 2011 - March 2012
Crowe Horwath LLP October 2008 - 2011
Bear Stearns April 1996 - August 2008
Banque IndosueZ 1992 - 1996
UBS Investment Bank 1988 - 1992
Deloitte 1984 - 1988
KPMG Peat Marwick 1982 - 1984
KPMG Peat Marwick 1979 - 1982
Skills
Enterprise Risk..., Financial Risk, AML, Risk Management, Hedge Funds, Internal Audit, Operational Risk..., Financial Services, Corporate Governance, Alternative Investments, Due Diligence, Fixed Income, Derivatives, Investment Banking, Capital Markets, Asset Management, Securities, Asset Managment, Financial Markets, Auditing, Operational Risk, Investments, Credit, Equities, Private Equity, Sarbanes-Oxley, Internal Controls, Anti Money Laundering, Finance, Financial Analysis, Financial Modeling, Corporate Finance, Banking, Valuation, Sarbanes-Oxley Act
Education
California State University-Northridge 1975 — 1978
Bachelor of Science, Accounting Information Systems
Kevin Kwan's UBS Investment Bank Experience July 2010 - June 2012
Job Real Estate Private Equity
Industry Financial Services
Experience
Starwood Capital Group August 2012 - Present
UBS Investment Bank July 2010 - June 2012
Education
Carnegie Mellon University 2006 — 2010
Carnegie Mellon University - Tepper School of Business 2006 — 2010
Bachelors, Business Administration (Finance) & Statistics
Starwood Capital Group August 2012 - Present
UBS Investment Bank July 2010 - June 2012
Education
Carnegie Mellon University 2006 — 2010
Carnegie Mellon University - Tepper School of Business 2006 — 2010
Bachelors, Business Administration (Finance) & Statistics
Jonathan Stark, CAIA's UBS Investment Bank Experience February 2001 - October 2004
Job Executive Director at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan July 2014 - Present
AIFAM Inc. December 2009 - July 2014
Kenmar Group May 2008 - May 2009
Citi June 2006 - May 2008
RNK Capital July 2005 - February 2006
Bear Wagner Specialists October 2004 - July 2005
UBS Investment Bank February 2001 - October 2004
Shell Trading 1999 - 2000
Credit Suisse First Boston April 1994 - June 1997
J.P. Morgan 1992 - 1993
Skills
Equities, Equity Research, Hedge Funds, Valuation, Portfolio Management, Asset Managment, Fixed Income, Bloomberg, Alternative Investments, Investments, Financial Markets, Financial Modeling, Private Equity, Capital Markets, Series 7, Asset Management, Derivatives, Strategy, Options, Investment Management, Asset Allocation
Education
Columbia University - Columbia Business School 1997 — 1999
Master of Business Administration (MBA), Investments and Securities
Carnegie Mellon University 1990 — 1992
MS, Public Managment and Policy
Carnegie Mellon University 1987 — 1991
BS, Information and Decision Systems
J.P. Morgan July 2014 - Present
AIFAM Inc. December 2009 - July 2014
Kenmar Group May 2008 - May 2009
Citi June 2006 - May 2008
RNK Capital July 2005 - February 2006
Bear Wagner Specialists October 2004 - July 2005
UBS Investment Bank February 2001 - October 2004
Shell Trading 1999 - 2000
Credit Suisse First Boston April 1994 - June 1997
J.P. Morgan 1992 - 1993
Skills
Equities, Equity Research, Hedge Funds, Valuation, Portfolio Management, Asset Managment, Fixed Income, Bloomberg, Alternative Investments, Investments, Financial Markets, Financial Modeling, Private Equity, Capital Markets, Series 7, Asset Management, Derivatives, Strategy, Options, Investment Management, Asset Allocation
Education
Columbia University - Columbia Business School 1997 — 1999
Master of Business Administration (MBA), Investments and Securities
Carnegie Mellon University 1990 — 1992
MS, Public Managment and Policy
Carnegie Mellon University 1987 — 1991
BS, Information and Decision Systems
Eric Borm's UBS Investment Bank Experience October 2002 - May 2005
Job Computer Software Professional
Industry Computer Software
Experience
UBS Investment Bank October 2002 - May 2005
OverX January 2000 - December 2001
Boeing Commercial Airplanes August 1997 - January 2000
IBM June 1987 - July 1991
Skills
Software Development, Agile Methodologies, Scrum, Requirements Analysis, SQL, SDLC, Java, Unix, Multithreading, Linux, Software Engineering
Education
The University of British Columbia 1991 — 1997
MSc, Computer Science
Carnegie Mellon University 1983 — 1987
BSc, Applied Math/Computer Science
UBS Investment Bank October 2002 - May 2005
OverX January 2000 - December 2001
Boeing Commercial Airplanes August 1997 - January 2000
IBM June 1987 - July 1991
Skills
Software Development, Agile Methodologies, Scrum, Requirements Analysis, SQL, SDLC, Java, Unix, Multithreading, Linux, Software Engineering
Education
The University of British Columbia 1991 — 1997
MSc, Computer Science
Carnegie Mellon University 1983 — 1987
BSc, Applied Math/Computer Science
Nikka Mathur's UBS Investment Bank Experience June 2005 - August 2005
Job Strategy | Technology | Client Management
Industry Information Technology and Services
Experience
GoodData September 2015 - Present
Gainsight December 2014 - August 2015
Deloitte Consulting July 2011 - June 2012
Deloitte Consulting July 2008 - June 2011
Deloitte Consulting July 2006 - June 2008
UBS Investment Bank June 2005 - August 2005
Skills
Technology Management, Management Consulting, Healthcare, Social Entrepreneurship, International..., Business Analysis, Millennium Development..., Social Ventures, Social Impact, Social Innovation, Business Process Design, Requirements Gathering, Business Process, Requirements Analysis, Business Process..., Management, Enterprise Architecture, Integration, Business Strategy, Strategy, SDLC, Leadership, Analysis, Data Analysis, Consulting, SOA
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA)
Carnegie Mellon University 2002 — 2006
Bachelors of Science, Information Systems
GoodData September 2015 - Present
Gainsight December 2014 - August 2015
Deloitte Consulting July 2011 - June 2012
Deloitte Consulting July 2008 - June 2011
Deloitte Consulting July 2006 - June 2008
UBS Investment Bank June 2005 - August 2005
Skills
Technology Management, Management Consulting, Healthcare, Social Entrepreneurship, International..., Business Analysis, Millennium Development..., Social Ventures, Social Impact, Social Innovation, Business Process Design, Requirements Gathering, Business Process, Requirements Analysis, Business Process..., Management, Enterprise Architecture, Integration, Business Strategy, Strategy, SDLC, Leadership, Analysis, Data Analysis, Consulting, SOA
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA)
Carnegie Mellon University 2002 — 2006
Bachelors of Science, Information Systems
David Pineault's UBS Investment Bank Experience April 2007 - June 2009
Job Director Algo Trading Fixed Income at Citi
Industry Financial Services
Experience
Citi July 2012 - Present
Moelis & Company March 2010 - June 2012
Plensa Pineault Capital, Ltd. June 2009 - March 2012
UBS Investment Bank April 2007 - June 2009
Caisse de dépôt et placement du Québec 2004 - 2004
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2006
Master, Computational Finace
Université de Montréal 2003 — 2005
Minor, Mathematics
Université de Montréal - HEC Montréal 2001 — 2005
BAA, Finance
Citi July 2012 - Present
Moelis & Company March 2010 - June 2012
Plensa Pineault Capital, Ltd. June 2009 - March 2012
UBS Investment Bank April 2007 - June 2009
Caisse de dépôt et placement du Québec 2004 - 2004
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2006
Master, Computational Finace
Université de Montréal 2003 — 2005
Minor, Mathematics
Université de Montréal - HEC Montréal 2001 — 2005
BAA, Finance
Sadik Akin's UBS Investment Bank Experience 2003 - 2006
Job Software Engineer at Platinum Grove Asset Management
Industry Financial Services
Experience
Platinum Grove Asset Management 2006 - Present
UBS Investment Bank 2003 - 2006
Goldman Sachs 2000 - 2003
Education
Carnegie Mellon University 1998 — 2000
M.S., Computer Science
New York University - Polytechnic School of Engineering 1994 — 1998
B.S., Computer Science
Platinum Grove Asset Management 2006 - Present
UBS Investment Bank 2003 - 2006
Goldman Sachs 2000 - 2003
Education
Carnegie Mellon University 1998 — 2000
M.S., Computer Science
New York University - Polytechnic School of Engineering 1994 — 1998
B.S., Computer Science
Nikhil Gadia's UBS Investment Bank Experience July 2005 - June 2007
Job Investment Professional
Industry Investment Management
Experience
Watershed Asset Management July 2011 - Present
Wharton Business School August 2009 - May 2011
Watershed Asset Management July 2007 - June 2009
UBS Investment Bank July 2005 - June 2007
Skills
Financial Modeling
Education
Carnegie Mellon University
B.Sc., Electrical & Computer Engineering (ECE) and Computational Finance
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.), Accounting and Finance
Watershed Asset Management July 2011 - Present
Wharton Business School August 2009 - May 2011
Watershed Asset Management July 2007 - June 2009
UBS Investment Bank July 2005 - June 2007
Skills
Financial Modeling
Education
Carnegie Mellon University
B.Sc., Electrical & Computer Engineering (ECE) and Computational Finance
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.), Accounting and Finance
Veronica Urenda's UBS Investment Bank Experience 2006 - 2010
Job Directora at Monasterio Urenda Marketing Integral SRL
Industry Financial Services
Experience
Monasterio Urenda Marketing Integral SRL March 2013 - Present
Independent 2010 - Present
UBS Investment Bank 2006 - 2010
Education
Carnegie Mellon University 2003 — 2006
Carnegie Mellon University - Tepper School of Business
Monasterio Urenda Marketing Integral SRL March 2013 - Present
Independent 2010 - Present
UBS Investment Bank 2006 - 2010
Education
Carnegie Mellon University 2003 — 2006
Carnegie Mellon University - Tepper School of Business
Fu-Hua Liu's UBS Investment Bank Experience October 2009 - March 2010
Job ETrading at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2013 - Present
Veracity Asset Management Inc. March 2010 - 2013
UBS Investment Bank October 2009 - March 2010
Platinum Grove Asset Management April 2005 - October 2008
IBM July 2001 - March 2005
InnoMedia March 2000 - July 2001
Skills
Statistical Modeling, High Frequency Trading, Equity Trading, Derivatives, Volatility Arbitrage, Trading Systems, Java, C#, C++, Perl, SQL, Unix, Algorithms, Portfolio Management, Options
Education
Carnegie Mellon University
PhD, Computer Engineering
National Taiwan University
BS, Electrical Enginerring
Bank of America Merrill Lynch October 2013 - Present
Veracity Asset Management Inc. March 2010 - 2013
UBS Investment Bank October 2009 - March 2010
Platinum Grove Asset Management April 2005 - October 2008
IBM July 2001 - March 2005
InnoMedia March 2000 - July 2001
Skills
Statistical Modeling, High Frequency Trading, Equity Trading, Derivatives, Volatility Arbitrage, Trading Systems, Java, C#, C++, Perl, SQL, Unix, Algorithms, Portfolio Management, Options
Education
Carnegie Mellon University
PhD, Computer Engineering
National Taiwan University
BS, Electrical Enginerring
Brian Landy, CFA's UBS Investment Bank Experience April 2006 - May 2009
Job Senior Vice President at Amherst Securities Group, LP
Industry Financial Services
Experience
Amherst Securities Group, LP May 2009 - Present
UBS Investment Bank April 2006 - May 2009
Wells Fargo Home Mortgage November 2001 - March 2006
Ralcorp Holdings October 1996 - November 2001
Skills
Fixed Income, Bloomberg, Risk Management, Financial Analysis, Capital Markets, Hedge Funds, Portfolio Management, Derivatives, Asset Management, Financial Modeling, Valuation, Alternative Investments, Structured Products, Securities, Investment Banking
Education
Washington University in St. Louis 1999 — 2001
MBA, Finance
Caltech 1990 — 1994
B.S., Astronomy
Amherst Securities Group, LP May 2009 - Present
UBS Investment Bank April 2006 - May 2009
Wells Fargo Home Mortgage November 2001 - March 2006
Ralcorp Holdings October 1996 - November 2001
Skills
Fixed Income, Bloomberg, Risk Management, Financial Analysis, Capital Markets, Hedge Funds, Portfolio Management, Derivatives, Asset Management, Financial Modeling, Valuation, Alternative Investments, Structured Products, Securities, Investment Banking
Education
Washington University in St. Louis 1999 — 2001
MBA, Finance
Caltech 1990 — 1994
B.S., Astronomy
Matt T. Adams's UBS Investment Bank Experience July 2008 - December 2010
Job L/S Real Estate Related Equities
Industry Investment Management
Experience
Castle Ridge Investment Management 2015 - Present
Carlson Capital, L.P. November 2010 - 2014
UBS Investment Bank July 2008 - December 2010
UBS Investment Bank June 2007 - August 2007
UBS Wealth Management June 2006 - August 2006
Skills
Equities, Investment Banking, Investments, Financial Modeling, Valuation, Capital Markets, Financial Analysis, Private Equity, Hedge Funds, Corporate Finance, Statistical Modeling, Statistical Data..., Sports Analysis, Long/Short Equity, Portfolio Management, Argus Modeling, Microsoft Excel, Economics, C++, Real Estate, Real Estate Transactions, Research, Value Investing, College Football, Lacrosse, Psychology, Wealth Management, IPO, M&A analysis, Lodging, Seniors Housing, REIT
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2008
B.S. in B.A., Finance, Financial Decision Analysis
Carnegie Mellon University - Tepper School of Business
B.S. in Financial Decision Analysis
Castle Ridge Investment Management 2015 - Present
Carlson Capital, L.P. November 2010 - 2014
UBS Investment Bank July 2008 - December 2010
UBS Investment Bank June 2007 - August 2007
UBS Wealth Management June 2006 - August 2006
Skills
Equities, Investment Banking, Investments, Financial Modeling, Valuation, Capital Markets, Financial Analysis, Private Equity, Hedge Funds, Corporate Finance, Statistical Modeling, Statistical Data..., Sports Analysis, Long/Short Equity, Portfolio Management, Argus Modeling, Microsoft Excel, Economics, C++, Real Estate, Real Estate Transactions, Research, Value Investing, College Football, Lacrosse, Psychology, Wealth Management, IPO, M&A analysis, Lodging, Seniors Housing, REIT
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2008
B.S. in B.A., Finance, Financial Decision Analysis
Carnegie Mellon University - Tepper School of Business
B.S. in Financial Decision Analysis
Samantha Saldana's UBS Investment Bank Experience May 2011 - July 2014
Job Business Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS June 2015 - Present
UBS August 2014 - June 2015
UBS Investment Bank May 2011 - July 2014
UBS Investment Bank March 2009 - May 2011
UBS Investment Bank January 2008 - March 2009
UBS Investment Bank July 2007 - January 2008
Freddie Mac 2006 - 2006
Skills
Management, Metrics, Financial Risk, Business Management, Microsoft Word, Microsoft Excel, Visual Basic, MS Excel Pivot Tables, Procedure Manuals, Agile Project Management, Scrum
Education
Carnegie Mellon University 2003 — 2007
Bachelor’s Degree, Mathematics, minors in Physics and Computational Finance
UBS June 2015 - Present
UBS August 2014 - June 2015
UBS Investment Bank May 2011 - July 2014
UBS Investment Bank March 2009 - May 2011
UBS Investment Bank January 2008 - March 2009
UBS Investment Bank July 2007 - January 2008
Freddie Mac 2006 - 2006
Skills
Management, Metrics, Financial Risk, Business Management, Microsoft Word, Microsoft Excel, Visual Basic, MS Excel Pivot Tables, Procedure Manuals, Agile Project Management, Scrum
Education
Carnegie Mellon University 2003 — 2007
Bachelor’s Degree, Mathematics, minors in Physics and Computational Finance
William Dennehy II, CFA's UBS Investment Bank Experience 1995 - 1998
Job Sr. Fixed Income Portfolio Manager at Chandler Asset Management
Industry Investment Management
Experience
Chandler Asset Management March 2011 - Present
Northern Trust Global Investments 2001 - March 2011
Amercan Express Financial Advisors 2000 - 2001
UBS Investment Bank 1995 - 1998
Kidder Peabody 1992 - 1995
Skills
Fixed Income, Portfolio Management, Trading, Investment Advisory, Investments
Education
California State University-Chico 1988 — 1992
BS, Business / Finance
Chandler Asset Management March 2011 - Present
Northern Trust Global Investments 2001 - March 2011
Amercan Express Financial Advisors 2000 - 2001
UBS Investment Bank 1995 - 1998
Kidder Peabody 1992 - 1995
Skills
Fixed Income, Portfolio Management, Trading, Investment Advisory, Investments
Education
California State University-Chico 1988 — 1992
BS, Business / Finance
Erin Britton's UBS Investment Bank Experience November 2009 - Present
Job
Industry Financial Services
Experience
UBS Investment Bank November 2009 - Present
Ferrell Capital Management February 2006 - November 2009
Fidelity Investments February 2000 - July 2003
Education
California University of Pennsylvania 2003 — 2005
B.A., Communication/Public Relations, Marketing
University of Pittsburgh 1992 — 1994
UBS Investment Bank November 2009 - Present
Ferrell Capital Management February 2006 - November 2009
Fidelity Investments February 2000 - July 2003
Education
California University of Pennsylvania 2003 — 2005
B.A., Communication/Public Relations, Marketing
University of Pittsburgh 1992 — 1994
Ross Bartfield's UBS Investment Bank Experience 1999 - 2004
Job Business Development/Investor Relations at III Capital Management
Industry Investment Management
Experience
III Capital Management August 2011 - Present
EdgeRock Advisors, LLC (An FTI Consulting Company) September 2010 - August 2011
Laurus Capital Management March 2007 - March 2009
Citigroup Alternative Investments, LLC April 2004 - November 2006
UBS Investment Bank 1999 - 2004
Nelson Information (A Thomson Reuters Company) 1997 - 2000
Skills
Hedge Funds, Alternative Investments, Mutual Funds, Options, Institutional..., Investments, Trading
Education
California Western School of Law 1987 — 1989
University at Buffalo 1980 — 1984
B.A., English Literature
III Capital Management August 2011 - Present
EdgeRock Advisors, LLC (An FTI Consulting Company) September 2010 - August 2011
Laurus Capital Management March 2007 - March 2009
Citigroup Alternative Investments, LLC April 2004 - November 2006
UBS Investment Bank 1999 - 2004
Nelson Information (A Thomson Reuters Company) 1997 - 2000
Skills
Hedge Funds, Alternative Investments, Mutual Funds, Options, Institutional..., Investments, Trading
Education
California Western School of Law 1987 — 1989
University at Buffalo 1980 — 1984
B.A., English Literature
Sonali Kapoor's UBS Investment Bank Experience July 2007 - July 2009
Job AVP at Deutsche Asset Management
Industry Investment Banking
Experience
Deutsche Asset Management September 2013 - Present
BNP Paribas March 2011 - July 2012
Carnegie Mellon Tepper School of Business August 2009 - March 2011
UBS Investment Bank July 2007 - July 2009
Carnegie Mellon University January 2007 - May 2007
Deutsche Bank Securities May 2006 - August 2006
IBM May 2005 - July 2005
Education
Carnegie Mellon University 2003 — 2007
Bachelor of Science, Electrical and Computer Engineering
Deutsche Asset Management September 2013 - Present
BNP Paribas March 2011 - July 2012
Carnegie Mellon Tepper School of Business August 2009 - March 2011
UBS Investment Bank July 2007 - July 2009
Carnegie Mellon University January 2007 - May 2007
Deutsche Bank Securities May 2006 - August 2006
IBM May 2005 - July 2005
Education
Carnegie Mellon University 2003 — 2007
Bachelor of Science, Electrical and Computer Engineering
Louis Klevan's UBS Investment Bank Experience May 1981 - January 1990
Job Managing Director at River Branch Capital LLC
Industry Financial Services
Experience
River Branch Capital LLC June 2010 - Present
Birch Capital Advisors April 2009 - June 2010
BMO Capital Markets May 2002 - February 2009
Credit Suisse First Boston May 1996 - May 2002
Bank of America January 1990 - May 1996
UBS Investment Bank May 1981 - January 1990
Skills
Equities, Analysis, Investment Banking, Financial Modeling, Private Equity, Investments, Mergers & Acquisitions, Financial Markets, Series 7, Valuation, Corporate Finance, Management
Education
Carnegie Mellon University - Tepper School of Business
Master of Business Administration (M.B.A.), Marketing and Finance
University of Pittsburgh
Bachelor’s Degree, Economics, Magna Cum Laude
River Branch Capital LLC June 2010 - Present
Birch Capital Advisors April 2009 - June 2010
BMO Capital Markets May 2002 - February 2009
Credit Suisse First Boston May 1996 - May 2002
Bank of America January 1990 - May 1996
UBS Investment Bank May 1981 - January 1990
Skills
Equities, Analysis, Investment Banking, Financial Modeling, Private Equity, Investments, Mergers & Acquisitions, Financial Markets, Series 7, Valuation, Corporate Finance, Management
Education
Carnegie Mellon University - Tepper School of Business
Master of Business Administration (M.B.A.), Marketing and Finance
University of Pittsburgh
Bachelor’s Degree, Economics, Magna Cum Laude
Richard Segal's UBS Investment Bank Experience September 2007 - July 2010
Job Managing Director Citibank Risk Management Technology
Industry Financial Services
Experience
Citibank August 2011 - Present
Societe Generale July 2010 - August 2011
UBS Investment Bank September 2007 - July 2010
Morgan Stanley 1999 - 2007
UBS 1996 - 1999
Barclays Capital 1992 - 1996
Skills
Fixed Income, Trading Systems, Credit Derivatives, Derivatives, Electronic Trading, Risk Management, SDLC, Financial Services, Sybase, Capital Markets, Investment Banking, Market Risk, Management, Market Data, FX Options, Equities, Interest Rate..., Equity Derivatives
Education
California Institute of Technology
MS, Computer Science
University of California, Irvine
BS, Computer Science
Citibank August 2011 - Present
Societe Generale July 2010 - August 2011
UBS Investment Bank September 2007 - July 2010
Morgan Stanley 1999 - 2007
UBS 1996 - 1999
Barclays Capital 1992 - 1996
Skills
Fixed Income, Trading Systems, Credit Derivatives, Derivatives, Electronic Trading, Risk Management, SDLC, Financial Services, Sybase, Capital Markets, Investment Banking, Market Risk, Management, Market Data, FX Options, Equities, Interest Rate..., Equity Derivatives
Education
California Institute of Technology
MS, Computer Science
University of California, Irvine
BS, Computer Science
Jared Grigg's UBS Investment Bank Experience 2004 - 2008
Job Principal at Comvest Partners
Industry Financial Services
Experience
Comvest Partners 2009 - Present
UBS Investment Bank 2004 - 2008
Deutsche Bank Securities 1999 - 2004
Skills
LBO, Leveraged Finance, Mergers, Due Diligence, Recapitalizations, Mergers & Acquisitions, Investments, Equities, Capital Markets, Financial Structuring, Financial Modeling, Structured Finance, Finance, Capital, Private Equity, Credit Analysis, Middle Market
Education
Carleton College 1995 — 1999
Bachelor of Arts
Apple Valley High School 1991 — 1995
Comvest Partners 2009 - Present
UBS Investment Bank 2004 - 2008
Deutsche Bank Securities 1999 - 2004
Skills
LBO, Leveraged Finance, Mergers, Due Diligence, Recapitalizations, Mergers & Acquisitions, Investments, Equities, Capital Markets, Financial Structuring, Financial Modeling, Structured Finance, Finance, Capital, Private Equity, Credit Analysis, Middle Market
Education
Carleton College 1995 — 1999
Bachelor of Arts
Apple Valley High School 1991 — 1995
Samir Sikka's UBS Investment Bank Experience 1997 - 1999
Job Portfolio Manager at MetWest Capital Management
Industry Investment Management
Experience
Metropolitan West Capital Management, LLC 2006 - Present
TCW 1999 - 2006
UBS Investment Bank 1997 - 1999
Ernst &Young LLP 1992 - 1995
Education
Harvard Business School
MBA
California State University-Northridge
BS, Business Administration
Metropolitan West Capital Management, LLC 2006 - Present
TCW 1999 - 2006
UBS Investment Bank 1997 - 1999
Ernst &Young LLP 1992 - 1995
Education
Harvard Business School
MBA
California State University-Northridge
BS, Business Administration
Tim Chiang's UBS Investment Bank Experience 1997 - 1999
Job Managing Director at BTIG
Industry Financial Services
Experience
BTIG May 2015 - Present
CRT Capital Group March 2010 - April 2015
FTN Equity Capital Markets June 2006 - February 2010
Natexis Bleichroeder 2003 - 2006
Bank of America 1999 - 2003
UBS Investment Bank 1997 - 1999
Skills
Equity Research
Education
Carnegie Mellon University
Master of Business Administration (MBA), Finance, General
Northwestern University
Bachelor's degree
BTIG May 2015 - Present
CRT Capital Group March 2010 - April 2015
FTN Equity Capital Markets June 2006 - February 2010
Natexis Bleichroeder 2003 - 2006
Bank of America 1999 - 2003
UBS Investment Bank 1997 - 1999
Skills
Equity Research
Education
Carnegie Mellon University
Master of Business Administration (MBA), Finance, General
Northwestern University
Bachelor's degree
Rebeccah Weber's UBS Investment Bank Experience August 2008 - August 2009
Job Talent Guru & Human Resources Generalist at Team Movement For Life
Industry Health, Wellness and Fitness
Experience
Team Movement For Life February 2013 - Present
Paso Robles Joint Unified School District August 2010 - February 2013
UBS Investment Bank August 2008 - August 2009
Mid-State Bank & Trust February 2003 - August 2008
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Time Management, Account Reconciliation, Accounts Payable, Accounts Receivable, Accounting, Physical Therapy..., Recruiting, Training, Payroll, Outlook, Human Resources, Microsoft Word, Analysis, Healthcare, Photography
Education
California Polytechnic State University-San Luis Obispo 2005 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
Team Movement For Life February 2013 - Present
Paso Robles Joint Unified School District August 2010 - February 2013
UBS Investment Bank August 2008 - August 2009
Mid-State Bank & Trust February 2003 - August 2008
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Time Management, Account Reconciliation, Accounts Payable, Accounts Receivable, Accounting, Physical Therapy..., Recruiting, Training, Payroll, Outlook, Human Resources, Microsoft Word, Analysis, Healthcare, Photography
Education
California Polytechnic State University-San Luis Obispo 2005 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
Jeremy Sairsingh's UBS Investment Bank Experience July 2008 - September 2008
Job Attorney at Ballard Spahr LLP
Industry Higher Education
Experience
Ballard Spahr LLP September 2014 - Present
Dorsey & Whitney LLP July 2013 - August 2013
Ballard Spahr LLP May 2013 - July 2013
United States District Court for the Eastern District of Pennsylvania May 2012 - July 2012
The MIT Press December 2009 - August 2011
Carleton College September 2008 - July 2009
UBS Investment Bank July 2008 - September 2008
Education
University of Pennsylvania Law School 2011 — 2014
Doctor of Law (J.D.), cum laude
Perelman School of Medicine at the University of Pennsylvania 2012 — 2014
Master of Bioethics (M.B.E.)
Carleton College 2004 — 2008
BA, Russian, Cinema and Media Studies, magna cum laude
Ballard Spahr LLP September 2014 - Present
Dorsey & Whitney LLP July 2013 - August 2013
Ballard Spahr LLP May 2013 - July 2013
United States District Court for the Eastern District of Pennsylvania May 2012 - July 2012
The MIT Press December 2009 - August 2011
Carleton College September 2008 - July 2009
UBS Investment Bank July 2008 - September 2008
Education
University of Pennsylvania Law School 2011 — 2014
Doctor of Law (J.D.), cum laude
Perelman School of Medicine at the University of Pennsylvania 2012 — 2014
Master of Bioethics (M.B.E.)
Carleton College 2004 — 2008
BA, Russian, Cinema and Media Studies, magna cum laude
Christopher Wu's UBS Investment Bank Experience June 2008 - June 2010
Job MBA Candidate at The Wharton School
Industry Venture Capital & Private Equity
Experience
Morgan Stanley Private Equity Asia August 2014 - Present
The Wharton School August 2012 - May 2014
J.P. Morgan June 2013 - July 2013
Asian Century Quest Capital April 2013 - June 2013
The Carlyle Group July 2010 - July 2012
UBS Investment Bank June 2008 - June 2010
UBS Investment Bank June 2007 - August 2007
Citi May 2006 - August 2006
Motorola Mobility May 2005 - August 2005
Time Inc. May 2004 - August 2004
Skills
LBO, Valuation, Investment Banking, Private Equity, Financial Modeling, Corporate Finance, Bloomberg, Equities, Capital Markets, Special Situations, Venture Capital, Hedge Funds, Equity Research, Due Diligence, Emerging Markets, Corporate Development, M&A experience, Leveraged Finance, Equity Valuation, DCF, Business Valuation, Alternative Investments, Capital IQ
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Finance and Marketing
Carnegie Mellon University - Tepper School of Business 2004 — 2008
BS, Finance
Groton School 2000 — 2004
Hong Kong International School 1998 — 2000
Chinese International School 1990 — 1998
Morgan Stanley Private Equity Asia August 2014 - Present
The Wharton School August 2012 - May 2014
J.P. Morgan June 2013 - July 2013
Asian Century Quest Capital April 2013 - June 2013
The Carlyle Group July 2010 - July 2012
UBS Investment Bank June 2008 - June 2010
UBS Investment Bank June 2007 - August 2007
Citi May 2006 - August 2006
Motorola Mobility May 2005 - August 2005
Time Inc. May 2004 - August 2004
Skills
LBO, Valuation, Investment Banking, Private Equity, Financial Modeling, Corporate Finance, Bloomberg, Equities, Capital Markets, Special Situations, Venture Capital, Hedge Funds, Equity Research, Due Diligence, Emerging Markets, Corporate Development, M&A experience, Leveraged Finance, Equity Valuation, DCF, Business Valuation, Alternative Investments, Capital IQ
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Finance and Marketing
Carnegie Mellon University - Tepper School of Business 2004 — 2008
BS, Finance
Groton School 2000 — 2004
Hong Kong International School 1998 — 2000
Chinese International School 1990 — 1998
Rajkumar Arumugham's UBS Investment Bank Experience September 2007 - April 2015
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities April 2015 - Present
UBS Investment Bank September 2007 - April 2015
Citigroup March 2006 - September 2007
Bank of America June 2003 - April 2006
Headstrong June 2003 - April 2006
Skills
Trading Systems, Fixed Income, Business Analysis, Derivatives, Investment Banking
Education
Carnegie Mellon University 2001 — 2003
MS, Computational Finance
Indian Institute of Management, Lucknow 1996 — 1998
PGDM, Finance
Indian Institute of Technology, Madras 1990 — 1994
B. Tech, Electronics & Communications
Wells Fargo Securities April 2015 - Present
UBS Investment Bank September 2007 - April 2015
Citigroup March 2006 - September 2007
Bank of America June 2003 - April 2006
Headstrong June 2003 - April 2006
Skills
Trading Systems, Fixed Income, Business Analysis, Derivatives, Investment Banking
Education
Carnegie Mellon University 2001 — 2003
MS, Computational Finance
Indian Institute of Management, Lucknow 1996 — 1998
PGDM, Finance
Indian Institute of Technology, Madras 1990 — 1994
B. Tech, Electronics & Communications
Zen Ming (Simon) Lo's UBS Investment Bank Experience 2008 - June 2014
Job PIMCO
Industry Financial Services
Experience
PIMCO July 2014 - Present
UBS Investment Bank 2008 - June 2014
UBS Investment Bank September 2007 - September 2008
Education
Carnegie Mellon University 2003 — 2007
Bachelor of Science (B.S.), Electrical and Computer Engineering
Ghana International School 1990 — 2003
PIMCO July 2014 - Present
UBS Investment Bank 2008 - June 2014
UBS Investment Bank September 2007 - September 2008
Education
Carnegie Mellon University 2003 — 2007
Bachelor of Science (B.S.), Electrical and Computer Engineering
Ghana International School 1990 — 2003
Carol Huff's UBS Investment Bank Experience 1997 - 2008
Job Communications Professional, Writer's Touch LLC
Industry Public Relations and Communications
Experience
Writer's Touch LLC 2008 - Present
UBS Investment Bank 1997 - 2008
Verizon (GTE) 1982 - 1997
Skills
Editing, Copywriting, Research, Media Relations, Special Event Management, Sponsorships, Community Outreach, Public Speaking, Grant Making, Internal Communications, Corporate Communications, Crisis Management, Speech Writing, Public Policy, Sponsorship, Grants, Thought Leadership, Corporate Social..., Public Affairs, Reputation Management, Communications Planning, Community Development, Management, Investor Relations, Strategic Planning, Leadership, Program Management, Messaging
Education
California State University-Los Angeles
Bachelor of Arts (B.A.) w/high honors, Communications Management
Southern Illinois University, Carbondale
Writer's Touch LLC 2008 - Present
UBS Investment Bank 1997 - 2008
Verizon (GTE) 1982 - 1997
Skills
Editing, Copywriting, Research, Media Relations, Special Event Management, Sponsorships, Community Outreach, Public Speaking, Grant Making, Internal Communications, Corporate Communications, Crisis Management, Speech Writing, Public Policy, Sponsorship, Grants, Thought Leadership, Corporate Social..., Public Affairs, Reputation Management, Communications Planning, Community Development, Management, Investor Relations, Strategic Planning, Leadership, Program Management, Messaging
Education
California State University-Los Angeles
Bachelor of Arts (B.A.) w/high honors, Communications Management
Southern Illinois University, Carbondale
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
Dan Pavlinik's UBS Investment Bank Experience March 2010 - April 2013
Job Business Development Officer Financial Sponsors Group at A10 Capital
Industry Financial Services
Experience
A10 Capital May 2013 - Present
UBS Investment Bank March 2010 - April 2013
Citi 2002 - 2010
Crescent Capital Group 2005 - 2006
Skills
Business Valuation, Leveraged Finance, Due Diligence, lbo, IPO, High Yield Bonds, Leveraged Lending, Financial Modeling, New Business Development, Strategy, Investment Banking, Mergers & Acquisitions, Equities, Portfolio Management, Investments, LBO, Valuation, Capital Markets, Financial Analysis, Private Equity
Education
Cal Poly San Luis Obispo 1998 — 2002
BS, Business Administration and Management, General
eagle high school
A10 Capital May 2013 - Present
UBS Investment Bank March 2010 - April 2013
Citi 2002 - 2010
Crescent Capital Group 2005 - 2006
Skills
Business Valuation, Leveraged Finance, Due Diligence, lbo, IPO, High Yield Bonds, Leveraged Lending, Financial Modeling, New Business Development, Strategy, Investment Banking, Mergers & Acquisitions, Equities, Portfolio Management, Investments, LBO, Valuation, Capital Markets, Financial Analysis, Private Equity
Education
Cal Poly San Luis Obispo 1998 — 2002
BS, Business Administration and Management, General
eagle high school
Aman R. Patel, CFA's UBS Investment Bank Experience 1999 - 2000
Job Partner at Systematic Financial, L.P.
Industry Investment Management
Experience
Systematic Financial Management, L.P. 2002 - Present
Federated Investors 2001 - 2001
UBS Investment Bank 1999 - 2000
Prudential Financial 1998 - 1999
Skills
Investments, Asset Managment, Due Diligence, Valuation, Corporate Development, Financial Modeling, Portfolio Management, Capital Markets, Corporate Finance, Financial Analysis, Bloomberg, Business Planning, Finance
Education
Carnegie Mellon University - Tepper School of Business 2000 — 2002
Master of Business Administration (MBA), Finance, General
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
Bachelor of Arts (B.A.), Biochemistry and Molecular Biology
Systematic Financial Management, L.P. 2002 - Present
Federated Investors 2001 - 2001
UBS Investment Bank 1999 - 2000
Prudential Financial 1998 - 1999
Skills
Investments, Asset Managment, Due Diligence, Valuation, Corporate Development, Financial Modeling, Portfolio Management, Capital Markets, Corporate Finance, Financial Analysis, Bloomberg, Business Planning, Finance
Education
Carnegie Mellon University - Tepper School of Business 2000 — 2002
Master of Business Administration (MBA), Finance, General
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
Bachelor of Arts (B.A.), Biochemistry and Molecular Biology
Aanchal Raj's UBS Investment Bank Experience June 2010 - August 2010
Job MBA Candidate at Harvard Business School
Industry Medical Devices
Experience
Medtronic June 2014 - August 2014
Wellframe February 2014 - April 2014
Citi June 2011 - August 2013
UBS Investment Bank June 2010 - August 2010
Bank of America June 2009 - August 2009
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Carnegie Mellon University 2007 — 2011
B.S., Electrical and Computer Engineering
Ecole polytechnique fédérale de Lausanne
Engineering
Thomas Jefferson High School for Science & Technology
Medtronic June 2014 - August 2014
Wellframe February 2014 - April 2014
Citi June 2011 - August 2013
UBS Investment Bank June 2010 - August 2010
Bank of America June 2009 - August 2009
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Carnegie Mellon University 2007 — 2011
B.S., Electrical and Computer Engineering
Ecole polytechnique fédérale de Lausanne
Engineering
Thomas Jefferson High School for Science & Technology
Mary Kathleen McGrath's UBS Investment Bank Experience August 2012 - December 2012
Job Session Assistant at Memorial SloanKettering Cancer Center
Industry Hospital & Health Care
Experience
Memorial Sloan-Kettering Cancer Center September 2013 - Present
ColSpace Corporation February 2013 - August 2013
UBS Investment Bank August 2012 - December 2012
Barnes & Noble.com June 2011 - June 2012
Bradford Bath and Tennis Club May 2007 - May 2011
NBC January 2010 - October 2010
Time Out New York October 2009 - January 2010
Skills
• Proficient in MS..., Adobe Digital Editions..., •Knowledgeable in..., Editing, Storytelling, Publishing, Magazines, Books, Strategic Communications, Research, Press Releases, Blogging, Social Media, Media Relations, Public Relations, Management
Education
Caldwell College 2006 — 2010
BA, English
Memorial Sloan-Kettering Cancer Center September 2013 - Present
ColSpace Corporation February 2013 - August 2013
UBS Investment Bank August 2012 - December 2012
Barnes & Noble.com June 2011 - June 2012
Bradford Bath and Tennis Club May 2007 - May 2011
NBC January 2010 - October 2010
Time Out New York October 2009 - January 2010
Skills
• Proficient in MS..., Adobe Digital Editions..., •Knowledgeable in..., Editing, Storytelling, Publishing, Magazines, Books, Strategic Communications, Research, Press Releases, Blogging, Social Media, Media Relations, Public Relations, Management
Education
Caldwell College 2006 — 2010
BA, English
Gita Coupal's UBS Investment Bank Experience July 2004 - 2011
Job Senior Compliance Examiner at National Futures Association
Industry Investment Banking
Experience
National Futures Association November 2012 - Present
UBS Investment Bank July 2004 - 2011
Education
Carnegie Mellon University 1999 — 2003
BS, Mathematics
National Futures Association November 2012 - Present
UBS Investment Bank July 2004 - 2011
Education
Carnegie Mellon University 1999 — 2003
BS, Mathematics
Rosemary Sisson's UBS Investment Bank Experience 2000 - 2004
Job Investment Banking Professional
Industry Investment Banking
Experience
Lazard Capital Markets January 2012 - March 2014
Knight Capital Group November 2007 - April 2011
BNP Paribas June 2004 - July 2007
UBS Investment Bank 2000 - 2004
BancBoston Securities March 1999 - February 2000
Montgomery Securities March 1997 - March 1999
CIBC Wood Gundy February 1996 - March 1997
Salomon Brothers September 1986 - July 1996
Chemical Bank July 1983 - September 1986
Babcock & Wilcox July 1979 - July 1981
Education
Carnegie Mellon University - Tepper School of Business 1981 — 1983
MBA, Concentration in Finance
Carnegie Mellon University 1975 — 1979
B.S., Business, Economics
Lazard Capital Markets January 2012 - March 2014
Knight Capital Group November 2007 - April 2011
BNP Paribas June 2004 - July 2007
UBS Investment Bank 2000 - 2004
BancBoston Securities March 1999 - February 2000
Montgomery Securities March 1997 - March 1999
CIBC Wood Gundy February 1996 - March 1997
Salomon Brothers September 1986 - July 1996
Chemical Bank July 1983 - September 1986
Babcock & Wilcox July 1979 - July 1981
Education
Carnegie Mellon University - Tepper School of Business 1981 — 1983
MBA, Concentration in Finance
Carnegie Mellon University 1975 — 1979
B.S., Business, Economics
Angel Verdugo's UBS Investment Bank Experience September 1997 - July 2004
Job Trilingual Global Project Manager, PMP, SCRUM, ITIL
Industry Information Technology and Services
Experience
Intel Corporation February 2015 - July 2015
Intel Corporation January 2015 - July 2015
Intel Corporation June 2014 - February 2015
Intel Corporation December 2012 - December 2014
Intel Corporation October 2008 - November 2012
Verizon Business March 2006 - July 2008
Amaranth July 2004 - July 2005
UBS Investment Bank September 1997 - July 2004
Skills
Integration, SDLC, Requirements Analysis, SQL, Programming, Release Management, ITIL, Project Management, IT Service Management, Service Delivery, Agile Methodologies, SharePoint, Software Project..., PMP, Cross-functional Team..., Scrum, Process Improvement, Management, Program Management
Education
Carnegie Mellon University 1996 — 1997
Master's degree, Management Information Systems, General
Carnegie Mellon University 1991 — 1996
Bachelor of Science (BS), Information systems
American School Foundation
Intel Corporation February 2015 - July 2015
Intel Corporation January 2015 - July 2015
Intel Corporation June 2014 - February 2015
Intel Corporation December 2012 - December 2014
Intel Corporation October 2008 - November 2012
Verizon Business March 2006 - July 2008
Amaranth July 2004 - July 2005
UBS Investment Bank September 1997 - July 2004
Skills
Integration, SDLC, Requirements Analysis, SQL, Programming, Release Management, ITIL, Project Management, IT Service Management, Service Delivery, Agile Methodologies, SharePoint, Software Project..., PMP, Cross-functional Team..., Scrum, Process Improvement, Management, Program Management
Education
Carnegie Mellon University 1996 — 1997
Master's degree, Management Information Systems, General
Carnegie Mellon University 1991 — 1996
Bachelor of Science (BS), Information systems
American School Foundation
Paul Pan's UBS Investment Bank Experience 2013 - Present
Job Trader at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank 2013 - Present
UBS Investment Bank 2009 - 2012
UBS Investment Bank 2004 - 2009
Skills
Fixed Income, Medium Term Notes (MTNS), Structured Products, Short Duration FI..., Derivatives, Series 7, Series 63, Series 55, Trading, Origination, Hedge Funds, Risk Management, FINRA, Interest Rate...
Education
Carnegie Mellon University
Bachelor of Science (BS)
Northampton High School
UBS Investment Bank 2013 - Present
UBS Investment Bank 2009 - 2012
UBS Investment Bank 2004 - 2009
Skills
Fixed Income, Medium Term Notes (MTNS), Structured Products, Short Duration FI..., Derivatives, Series 7, Series 63, Series 55, Trading, Origination, Hedge Funds, Risk Management, FINRA, Interest Rate...
Education
Carnegie Mellon University
Bachelor of Science (BS)
Northampton High School
Victor H. Lin's UBS Investment Bank Experience December 2011 - January 2013
Job Derivatives Trader at HSBC Global Banking and Markets
Industry Capital Markets
Experience
HSBC Global Banking and Markets June 2014 - Present
Credit Suisse February 2013 - June 2014
UBS Investment Bank December 2011 - January 2013
Nomura Securities June 2010 - October 2011
Deutsche Bank July 1998 - May 2010
Skills
Interest Rate..., Options, Derivatives, Trading, Volatility, Fixed Income, Rates, Bonds, Structured Products, Financial Markets
Education
Carnegie Mellon University
Master of Science (M.S.), Computational Finance
Carnegie Mellon University
Bachelor of Science (BS), Finance / Computer Science
St. Mary's International School 1983 — 1991
HS Diploma
HSBC Global Banking and Markets June 2014 - Present
Credit Suisse February 2013 - June 2014
UBS Investment Bank December 2011 - January 2013
Nomura Securities June 2010 - October 2011
Deutsche Bank July 1998 - May 2010
Skills
Interest Rate..., Options, Derivatives, Trading, Volatility, Fixed Income, Rates, Bonds, Structured Products, Financial Markets
Education
Carnegie Mellon University
Master of Science (M.S.), Computational Finance
Carnegie Mellon University
Bachelor of Science (BS), Finance / Computer Science
St. Mary's International School 1983 — 1991
HS Diploma
Soumitra Bose's UBS Investment Bank Experience March 2007 - May 2008
Job Computer Engineer and Programmer
Industry Financial Services
Experience
Morgan Stanley December 2013 - Present
CRT Capital Group July 2011 - October 2013
Barclays Investment Bank October 2009 - July 2011
UBS Investment Bank March 2007 - May 2008
Intel Corporation December 1999 - March 2007
Skills
statistics, time..., intex
Education
Columbia University in the City of New York 2008 — 2010
Master's degree, Mathematical Finance
Carnegie Mellon University
Doctor of Philosophy (PhD), Electrical Engineering
Indian Institute of Technology, Kanpur
B. Tech, Electrical Engineering
Morgan Stanley December 2013 - Present
CRT Capital Group July 2011 - October 2013
Barclays Investment Bank October 2009 - July 2011
UBS Investment Bank March 2007 - May 2008
Intel Corporation December 1999 - March 2007
Skills
statistics, time..., intex
Education
Columbia University in the City of New York 2008 — 2010
Master's degree, Mathematical Finance
Carnegie Mellon University
Doctor of Philosophy (PhD), Electrical Engineering
Indian Institute of Technology, Kanpur
B. Tech, Electrical Engineering
Anna Aoi Bissell's UBS Investment Bank Experience 2006 - October 2009
Job Attended University of California, Berkeley and curretly attending California State UniversityEast Bay
Industry
Experience
UBS Investment Bank 2006 - October 2009
Bloomberg LP 2005 - 2006
Skills
Recruiting, Microsoft Office, Employee Relations, Customer Service, Analysis, Microsoft Word, R, Human Resources, SAS Programming, ANOVA, Machine Learning, Communication, Japanese to English, English to Japanese, Regression Analysis, Applied Mathematics, Classical Ballet
Education
University of California, Berkeley
Bachelor of Arts (BA), Economics
California State University-East Bay
Master of Science (M.S.), Statistics
UBS Investment Bank 2006 - October 2009
Bloomberg LP 2005 - 2006
Skills
Recruiting, Microsoft Office, Employee Relations, Customer Service, Analysis, Microsoft Word, R, Human Resources, SAS Programming, ANOVA, Machine Learning, Communication, Japanese to English, English to Japanese, Regression Analysis, Applied Mathematics, Classical Ballet
Education
University of California, Berkeley
Bachelor of Arts (BA), Economics
California State University-East Bay
Master of Science (M.S.), Statistics
Richard Mikel's UBS Investment Bank Experience January 2014 - Present
Job Consultant at CPP Investment Board
Industry Banking
Experience
UBS Investment Bank January 2014 - Present
Merry Lynch LLC February 2007 - January 2011
Education
University of Toronto Mississauga 1999 — 2006
Master of Business Administration (MBA), Finance and Financial Management Services
Bullard-Havens Technical High School 1981 — 1999
High School, Science n Commerce, 12
UBS Investment Bank January 2014 - Present
Merry Lynch LLC February 2007 - January 2011
Education
University of Toronto Mississauga 1999 — 2006
Master of Business Administration (MBA), Finance and Financial Management Services
Bullard-Havens Technical High School 1981 — 1999
High School, Science n Commerce, 12