UBS O'Connor
Industry: Company
DescriptionFounded: 2000 Parent organization: UBS Asset Management Subsidiary: UBS Eucalyptus Management, L.L.C.
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UBS O'Connor Employees
Employee
Years
Job
Industry
Norman Niemer Norman Niemer's UBS O'Connor Experience June 2014 - Present
Job Hedge fund analyst with a focus on datadriven investment management
Industry Investment Management
Experience
UBS O'Connor June 2014 - Present
Astellon Capital August 2012 - June 2013
Feilong Capital August 2011 - July 2012
Caxton Associates April 2009 - June 2011
Morgan Stanley September 2006 - August 2007
Merrill Lynch July 2005 - August 2006
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (MS), Financial Engineering
Stanford University 2013 — 2014
Online Courses, Computer Science
Cass Business School 2007 — 2008
MSc Mathematical Trading
CFA Institute 2006 — 2008
CFA
Cass Business School 2002 — 2005
BSc Banking and International Finance
UBS O'Connor June 2014 - Present
Astellon Capital August 2012 - June 2013
Feilong Capital August 2011 - July 2012
Caxton Associates April 2009 - June 2011
Morgan Stanley September 2006 - August 2007
Merrill Lynch July 2005 - August 2006
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (MS), Financial Engineering
Stanford University 2013 — 2014
Online Courses, Computer Science
Cass Business School 2007 — 2008
MSc Mathematical Trading
CFA Institute 2006 — 2008
CFA
Cass Business School 2002 — 2005
BSc Banking and International Finance
Chris Dardanes Chris Dardanes's UBS O'Connor Experience April 1987 - March 2003
Job Senior Quantitative Research Analyst at Wolverine Asset Management, LLC
Industry Financial Services
Experience
Wolverine Asset Management, LLC October 2014 - Present
Satori Investment Partners October 2013 - October 2014
Van Buren Advisors 2003 - December 2013
UBS O'Connor April 1987 - March 2003
Skills
Alternative Investments, Hedge Funds, Quantitative Investing, Proprietary Trading, Portfolio Management, Equity Trading, Equities, Derivatives, Equity Derivatives, Options, Trading Systems, Mutual Funds, Trading Strategies, Electronic Trading, Quantitative Finance, Financial Markets, Investments
Education
Northwestern University 1991 — 1994
Masters of Science, Statistics
University of Illinois at Urbana-Champaign 1982 — 1986
MA, Economics
Wolverine Asset Management, LLC October 2014 - Present
Satori Investment Partners October 2013 - October 2014
Van Buren Advisors 2003 - December 2013
UBS O'Connor April 1987 - March 2003
Skills
Alternative Investments, Hedge Funds, Quantitative Investing, Proprietary Trading, Portfolio Management, Equity Trading, Equities, Derivatives, Equity Derivatives, Options, Trading Systems, Mutual Funds, Trading Strategies, Electronic Trading, Quantitative Finance, Financial Markets, Investments
Education
Northwestern University 1991 — 1994
Masters of Science, Statistics
University of Illinois at Urbana-Champaign 1982 — 1986
MA, Economics
Daniel Locasto Daniel Locasto's UBS O'Connor Experience June 2007 - July 2007
Job Risk Analyst
Industry Investment Management
Experience
PEAK6 Investments August 2015 - Present
PEAK6 Investments June 2013 - August 2015
Touradji Capital Management June 2011 - August 2011
Rebuilding Together New Orleans February 2010 - June 2010
Erie House January 2010 - February 2010
Connaught Real Estate Finance June 2009 - December 2009
UBS O'Connor June 2007 - July 2007
Deutsche Bank June 2006 - August 2006
Skills
Investments, Financial Modeling, Equities, Microsoft Excel, Real Estate, Portfolio Management, VBA, PowerPoint, Financial Analysis, Financial Markets, Hedge Funds, Bloomberg, Options, SQL, Leadership
Education
Indiana University - Kelley School of Business 2010 — 2012
Master of Business Administration, Finance, Business Analytics, & International Studies
University of Wisconsin-Madison 2005 — 2009
Bachelor of Business Administration, Real Estate; Finance, Investment and Banking
PEAK6 Investments August 2015 - Present
PEAK6 Investments June 2013 - August 2015
Touradji Capital Management June 2011 - August 2011
Rebuilding Together New Orleans February 2010 - June 2010
Erie House January 2010 - February 2010
Connaught Real Estate Finance June 2009 - December 2009
UBS O'Connor June 2007 - July 2007
Deutsche Bank June 2006 - August 2006
Skills
Investments, Financial Modeling, Equities, Microsoft Excel, Real Estate, Portfolio Management, VBA, PowerPoint, Financial Analysis, Financial Markets, Hedge Funds, Bloomberg, Options, SQL, Leadership
Education
Indiana University - Kelley School of Business 2010 — 2012
Master of Business Administration, Finance, Business Analytics, & International Studies
University of Wisconsin-Madison 2005 — 2009
Bachelor of Business Administration, Real Estate; Finance, Investment and Banking
Steven Shotwell Steven Shotwell's UBS O'Connor Experience August 2007 - July 2014
Job Software Engineer at CME Group
Industry Investment Management
Experience
CME Group July 2014 - Present
UBS O'Connor August 2007 - July 2014
FTD July 2004 - August 2007
CompUSA February 2003 - July 2004
Skills
Java, Perl, A+ Certified, Unix Shell Scripting, Windows Scripting, Unix, Windows
Education
International Academy of Design and Technology-Chicago 2001 — 2003
AS, Information Technology
Olympic College 1998 — 2000
CME Group July 2014 - Present
UBS O'Connor August 2007 - July 2014
FTD July 2004 - August 2007
CompUSA February 2003 - July 2004
Skills
Java, Perl, A+ Certified, Unix Shell Scripting, Windows Scripting, Unix, Windows
Education
International Academy of Design and Technology-Chicago 2001 — 2003
AS, Information Technology
Olympic College 1998 — 2000
joshua schnurman joshua schnurman's UBS O'Connor Experience November 2004 - Present
Job Executive Director, Product Development and Business Mgmt
Industry Investment Management
Experience
UBS O'Connor November 2004 - Present
Ernst & Young, LLP 2000 - 2004
Skills
Valuation, Asset Management, Investments, Due Diligence, Capital Markets
Education
Indiana University Bloomington 1996 — 2000
BS, Accounting and Finance
UBS O'Connor November 2004 - Present
Ernst & Young, LLP 2000 - 2004
Skills
Valuation, Asset Management, Investments, Due Diligence, Capital Markets
Education
Indiana University Bloomington 1996 — 2000
BS, Accounting and Finance
Joel Gechter Joel Gechter's UBS O'Connor Experience 2000 - 2002
Job Financial Advisor
Industry Financial Services
Experience
Rehmann Financial December 2014 - Present
Comerica - Wealth & Institutional Management January 2007 - December 2014
Hilco 2003 - 2007
UBS O'Connor 2000 - 2002
The Northern Trust 1997 - 1999
ABN Amro - Chicago Corporation 1993 - 1996
Deloitte & Touche 1990 - 1992
Skills
Investment Advisory, Investment Management, Investment Strategies, Wealth Management, Manage Client..., Business Development, Asset Allocation, Presentations, Investments, Equities, Hedge Funds, Alternative Investments, Mutual Funds, Marketing, Fixed Income, Capital Markets, Equity Research, Portfolio Management, Valuation, Chartered Financial..., Accounting, Strategic Analysis, Business Modeling, Financial Modeling, Project Management, Financial Reporting, Due Diligence, Strategic Planning, Leadership, Strategic Development, Professional Services, Consulting, Finance, Analysis, Risk Management, Securities, Financial Analysis, Equity Valuation, Asset Managment, Financial Statement..., Relationship Management, Sales, Technical Writing, Personnel Development, Strategic Financial..., Financial Services, Series 7, Financial Advisory, Retirement Planning
Education
University of Michigan 1984 — 1988
BA, Political Science
Loyola University of Chicago 1988 — 1990
MBA, Finance & Accounting
Rehmann Financial December 2014 - Present
Comerica - Wealth & Institutional Management January 2007 - December 2014
Hilco 2003 - 2007
UBS O'Connor 2000 - 2002
The Northern Trust 1997 - 1999
ABN Amro - Chicago Corporation 1993 - 1996
Deloitte & Touche 1990 - 1992
Skills
Investment Advisory, Investment Management, Investment Strategies, Wealth Management, Manage Client..., Business Development, Asset Allocation, Presentations, Investments, Equities, Hedge Funds, Alternative Investments, Mutual Funds, Marketing, Fixed Income, Capital Markets, Equity Research, Portfolio Management, Valuation, Chartered Financial..., Accounting, Strategic Analysis, Business Modeling, Financial Modeling, Project Management, Financial Reporting, Due Diligence, Strategic Planning, Leadership, Strategic Development, Professional Services, Consulting, Finance, Analysis, Risk Management, Securities, Financial Analysis, Equity Valuation, Asset Managment, Financial Statement..., Relationship Management, Sales, Technical Writing, Personnel Development, Strategic Financial..., Financial Services, Series 7, Financial Advisory, Retirement Planning
Education
University of Michigan 1984 — 1988
BA, Political Science
Loyola University of Chicago 1988 — 1990
MBA, Finance & Accounting
Christine Kelleher Christine Kelleher's UBS O'Connor Experience February 1991 - March 1992
Job Chief Investment Officer at Southern Communities Foundation
Industry Investment Management
Experience
Southern Communities Foundation September 2013 - Present
The Observatory Group July 2008 - Present
G7Group July 1995 - April 2008
Crosby Capital Partners February 2006 - November 2006
Oxford Analytica May 1992 - July 1995
UBS O'Connor February 1991 - March 1992
Hartwell Management February 1987 - June 1988
Skills
Banking, Asset Managment, Financial Markets, Hedge Funds, International Relations, Leadership, Asset Management, Valuation, Emerging Markets, Private Equity, Equities, Management, Financial Services, Investments, Economics, Capital Markets, Fixed Income, Mergers & Acquisitions, Venture Capital, Finance
Education
University of Oxford 1989 — 1991
Master of Science (M.Sc.), Agricultural Economics/International Economics
University of Vermont 1981 — 1985
BS, Economics
Christie's International Education, London
Certificate, The Arts Program
Yonsei University
Southern Communities Foundation September 2013 - Present
The Observatory Group July 2008 - Present
G7Group July 1995 - April 2008
Crosby Capital Partners February 2006 - November 2006
Oxford Analytica May 1992 - July 1995
UBS O'Connor February 1991 - March 1992
Hartwell Management February 1987 - June 1988
Skills
Banking, Asset Managment, Financial Markets, Hedge Funds, International Relations, Leadership, Asset Management, Valuation, Emerging Markets, Private Equity, Equities, Management, Financial Services, Investments, Economics, Capital Markets, Fixed Income, Mergers & Acquisitions, Venture Capital, Finance
Education
University of Oxford 1989 — 1991
Master of Science (M.Sc.), Agricultural Economics/International Economics
University of Vermont 1981 — 1985
BS, Economics
Christie's International Education, London
Certificate, The Arts Program
Yonsei University
Dale Geurts, CFA Dale Geurts, CFA's UBS O'Connor Experience August 2013 - Present
Job UBS O'Connor
Industry Financial Services
Experience
UBS O'Connor August 2013 - Present
Alloy Capital, LLC January 2009 - January 2013
HHR Asset Management July 2003 - May 2008
American Century Investments September 1999 - June 2003
Scudder Kemper Investments June 1997 - June 1999
Skills
Equities, Investments, Asset Management, Mutual Funds, Risk Management, Finance, Equity Research, Hedge Funds, Alternative Investments, Bloomberg, Portfolio Management, Asset Allocation, Investment Management, Valuation, Financial Modeling, Investment Strategies, Capital Markets, Equity Valuation, Fundamental Analysis
Education
Columbia University - Columbia Business School 1996 — 1997
MBA
Hamline University 1984 — 1988
BA
UBS O'Connor August 2013 - Present
Alloy Capital, LLC January 2009 - January 2013
HHR Asset Management July 2003 - May 2008
American Century Investments September 1999 - June 2003
Scudder Kemper Investments June 1997 - June 1999
Skills
Equities, Investments, Asset Management, Mutual Funds, Risk Management, Finance, Equity Research, Hedge Funds, Alternative Investments, Bloomberg, Portfolio Management, Asset Allocation, Investment Management, Valuation, Financial Modeling, Investment Strategies, Capital Markets, Equity Valuation, Fundamental Analysis
Education
Columbia University - Columbia Business School 1996 — 1997
MBA
Hamline University 1984 — 1988
BA
Julia Radunsky's UBS O'Connor Experience September 2006 - March 2007
Job
Industry Public Policy
Experience
Citizens Budget Commission June 2013 - May 2014
NYC Office of the Comptroller June 2012 - August 2012
Nuveen Investments January 2008 - July 2011
Blommer Chocolate Co. May 2007 - January 2008
UBS O'Connor September 2006 - March 2007
Education
Columbia University in the City of New York
MPA, Urban Policy
Emory University - Goizueta Business School
BBA, Finance & International Business
Citizens Budget Commission June 2013 - May 2014
NYC Office of the Comptroller June 2012 - August 2012
Nuveen Investments January 2008 - July 2011
Blommer Chocolate Co. May 2007 - January 2008
UBS O'Connor September 2006 - March 2007
Education
Columbia University in the City of New York
MPA, Urban Policy
Emory University - Goizueta Business School
BBA, Finance & International Business
Vadim Moroz, CFA Vadim Moroz, CFA's UBS O'Connor Experience June 2000 - May 2005
Job `
Industry Financial Services
Experience
Macquarie Securities Group 2010 - Present
Macquarie Group 2010 - 2011
Citadel Investment Group 2008 - 2010
J.P. Morgan July 2005 - February 2008
UBS O'Connor June 2000 - May 2005
Kapitza Institute (Kapitza Institute for Physical Problems) March 1992 - September 1996
Skills
Financial Markets, Statistical Arbitrage, Quantitative Analytics, Quantitative Finance, Hedging, Asset Allocation, Derivatives, Private Equity, Emerging Markets, Portfolio Management, Fixed Income, Financial Analysis, Commodity, High Frequency Trading, Asset Management, Due Diligence, R, Statistical Modeling, Valuation, Applied Mathematics, Alternative Investments, Credit Risk, Financial Modeling, Monte Carlo Simulation, Venture Capital, Matlab, Market Data, Physics, Bonds, Equity Trading, Portfolio Optimization, Risk Management
Education
Northwestern University
Doctor of Philosophy (PhD), Engineering Sciences and Applied Mathematics
Moscow Institute of Physics and Technology (State University) (MIPT) 1988 — 1994
MS, General Physics (FOPF)
CFA Institute
Chartered Financial Analyst (CFA), Finance
Macquarie Securities Group 2010 - Present
Macquarie Group 2010 - 2011
Citadel Investment Group 2008 - 2010
J.P. Morgan July 2005 - February 2008
UBS O'Connor June 2000 - May 2005
Kapitza Institute (Kapitza Institute for Physical Problems) March 1992 - September 1996
Skills
Financial Markets, Statistical Arbitrage, Quantitative Analytics, Quantitative Finance, Hedging, Asset Allocation, Derivatives, Private Equity, Emerging Markets, Portfolio Management, Fixed Income, Financial Analysis, Commodity, High Frequency Trading, Asset Management, Due Diligence, R, Statistical Modeling, Valuation, Applied Mathematics, Alternative Investments, Credit Risk, Financial Modeling, Monte Carlo Simulation, Venture Capital, Matlab, Market Data, Physics, Bonds, Equity Trading, Portfolio Optimization, Risk Management
Education
Northwestern University
Doctor of Philosophy (PhD), Engineering Sciences and Applied Mathematics
Moscow Institute of Physics and Technology (State University) (MIPT) 1988 — 1994
MS, General Physics (FOPF)
CFA Institute
Chartered Financial Analyst (CFA), Finance
Matthew Schrage's UBS O'Connor Experience October 2014 - Present
Job Analyst at UBS O'Connor
Industry Investment Management
Experience
UBS O'Connor October 2014 - Present
The Seaport Group September 2013 - September 2014
Peak6 Advisors LLC December 2012 - January 2013
180 Degrees Consulting August 2011 - December 2011
The Seaport Group June 2011 - July 2011
Credit Suisse June 2010 - July 2010
Specialty Alarm Engineering May 2009 - August 2009
Hi-Five Sports & Companies June 2007 - July 2008
Skills
Data Analysis, Leadership, Valuation, CRM, Portfolio Management, Asset Management, Microsoft Excel, Microsoft Word, Bloomberg Terminal, High Yield, Distressed Debt, Credit Analysis, Financial Analysis, Social Media, Analysis, Microsoft Office, PowerPoint
Education
Indiana University - Kelley School of Business 2008 — 2012
BS, Finance
IES Dublin 2011 — 2011
UBS O'Connor October 2014 - Present
The Seaport Group September 2013 - September 2014
Peak6 Advisors LLC December 2012 - January 2013
180 Degrees Consulting August 2011 - December 2011
The Seaport Group June 2011 - July 2011
Credit Suisse June 2010 - July 2010
Specialty Alarm Engineering May 2009 - August 2009
Hi-Five Sports & Companies June 2007 - July 2008
Skills
Data Analysis, Leadership, Valuation, CRM, Portfolio Management, Asset Management, Microsoft Excel, Microsoft Word, Bloomberg Terminal, High Yield, Distressed Debt, Credit Analysis, Financial Analysis, Social Media, Analysis, Microsoft Office, PowerPoint
Education
Indiana University - Kelley School of Business 2008 — 2012
BS, Finance
IES Dublin 2011 — 2011
Peter Cabaj Peter Cabaj's UBS O'Connor Experience October 2010 - July 2014
Job Associate Director Research Technology Management at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2014 - Present
UBS O'Connor October 2010 - July 2014
UBS June 2010 - August 2010
Skills
Hedge Funds, Trading Systems, Market Data, Alternative Investments, Equities, Disaster Recovery, Derivatives, Business Process, Business Analysis, Project Management, SQL
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2011
Master of Science (MS), Technical Business Administration
DePaul University 2007 — 2010
Bachelor of Science (BS), Computer Science
UBS Investment Bank July 2014 - Present
UBS O'Connor October 2010 - July 2014
UBS June 2010 - August 2010
Skills
Hedge Funds, Trading Systems, Market Data, Alternative Investments, Equities, Disaster Recovery, Derivatives, Business Process, Business Analysis, Project Management, SQL
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2011
Master of Science (MS), Technical Business Administration
DePaul University 2007 — 2010
Bachelor of Science (BS), Computer Science
Michael J. Murphy Michael J. Murphy's UBS O'Connor Experience March 2008 - March 2011
Job Princor Registered Representative/ Financial Advisor
Industry Financial Services
Experience
Hanson Financial Services May 2012 - Present
Newedge March 2011 - April 2012
UBS O'Connor March 2008 - March 2011
TIAA-CREF April 2006 - March 2008
Skills
Series 7, Series 63, Series 65, Financial Needs Analysis, Asset Allocation, 403 b, 401k, Deferred Compensation..., Variable Annuities, Fixed Annuities, Simple IRA, SEP IRA, IRAs (Traditional &..., College Funding..., Disability Income..., Dental Insurance, Term Life Insurance, Universal Life Insurance, Executive Benefit..., Business Continuation..., Buy-sell Agreements
Education
University of Iowa 1995 — 2000
Bachelor of Arts (B.A.), Economics
Hanson Financial Services May 2012 - Present
Newedge March 2011 - April 2012
UBS O'Connor March 2008 - March 2011
TIAA-CREF April 2006 - March 2008
Skills
Series 7, Series 63, Series 65, Financial Needs Analysis, Asset Allocation, 403 b, 401k, Deferred Compensation..., Variable Annuities, Fixed Annuities, Simple IRA, SEP IRA, IRAs (Traditional &..., College Funding..., Disability Income..., Dental Insurance, Term Life Insurance, Universal Life Insurance, Executive Benefit..., Business Continuation..., Buy-sell Agreements
Education
University of Iowa 1995 — 2000
Bachelor of Arts (B.A.), Economics
Christopher Geli, CFA's UBS O'Connor Experience October 2007 - June 2013
Job Intermediate Analyst at Allstate Investments
Industry Investment Management
Experience
Allstate Investments July 2013 - Present
UBS O'Connor October 2007 - June 2013
Deloitte & Touche 2003 - 2007
Skills
Matlab, Visual Basic, Eviews, R
Education
University of Chicago 2009 — 2012
MBA, Analytic Finance, Statistics, Entrepreneurship
University of Notre Dame 1999 — 2003
BBA, Accountancy, Sociology
Allstate Investments July 2013 - Present
UBS O'Connor October 2007 - June 2013
Deloitte & Touche 2003 - 2007
Skills
Matlab, Visual Basic, Eviews, R
Education
University of Chicago 2009 — 2012
MBA, Analytic Finance, Statistics, Entrepreneurship
University of Notre Dame 1999 — 2003
BBA, Accountancy, Sociology
Joshua Groezinger's UBS O'Connor Experience June 2012 - July 2013
Job Software Engineer in Test at CME Group
Industry Banking
Experience
CME Group July 2013 - Present
UBS O'Connor June 2012 - July 2013
Northern Trust April 2011 - August 2012
City of Evanston November 2007 - April 2011
Skills
SQL, Access, Visio, Unix, Java, Microsoft Word, Outlook, Microsoft Excel, PowerPoint, Microsoft SQL Server, Sybase, Hedge Funds, A+ Certified, Word, Excel, NetBeans, Visual Studio, Visual C#, Mutual Funds, Unix Shell Scripting, PL/SQL, Oracle SQL Developer, Git, Python, HTML, QA Engineering, QA Automation, Corvil, JIRA, Confluence, Agile Testing, SDLC
Education
DePaul University 2012 — 2014
M.S., Information Systems with a concentration in Database Administration, 4.0
Western Governors University 2010 — 2011
B.S., Business Management
Capital University 2001 — 2003
B.A., Spanish
Instituto Tecnológico y de Estudios Superiores de Monterrey 2001 — 2001
CME Group July 2013 - Present
UBS O'Connor June 2012 - July 2013
Northern Trust April 2011 - August 2012
City of Evanston November 2007 - April 2011
Skills
SQL, Access, Visio, Unix, Java, Microsoft Word, Outlook, Microsoft Excel, PowerPoint, Microsoft SQL Server, Sybase, Hedge Funds, A+ Certified, Word, Excel, NetBeans, Visual Studio, Visual C#, Mutual Funds, Unix Shell Scripting, PL/SQL, Oracle SQL Developer, Git, Python, HTML, QA Engineering, QA Automation, Corvil, JIRA, Confluence, Agile Testing, SDLC
Education
DePaul University 2012 — 2014
M.S., Information Systems with a concentration in Database Administration, 4.0
Western Governors University 2010 — 2011
B.S., Business Management
Capital University 2001 — 2003
B.A., Spanish
Instituto Tecnológico y de Estudios Superiores de Monterrey 2001 — 2001
Troy Zimmerman's UBS O'Connor Experience October 2007 - July 2008
Job Senior Software Engineer at Citadel, LLC
Industry Capital Markets
Experience
Citadel, LLC July 2008 - Present
UBS O'Connor October 2007 - July 2008
UBS O'Connor March 2003 - October 2007
UBS O'Connor October 2001 - March 2003
Lucent Technologies - Public Safety Systems December 2000 - October 2001
Skills
Perl, Python, CVS, Linux, Subversion, Sybase, PostgreSQL, C++, Solaris, MySQL, Java, Trading Systems, Electronic Trading, STL, GCC, Databases, Options, Unix, Qt, Eclipse, SQL, Unix Shell Scripting, Shell Scripting, Credit Derivatives, Windows, Distributed Systems, JDBC, JMS, Apache, Trading, Equities, Bash, REST, Doxygen, Boost, C, POSIX, Algorithms, OS X, Ruby, Design Patterns, Java Enterprise Edition, XML, Low Latency, Software Development, Multithreading, Equity Derivatives, Convertible Bonds, Interest Rate..., HDF5
Education
Delta College 1998 — 1999
Computer Science
Citadel, LLC July 2008 - Present
UBS O'Connor October 2007 - July 2008
UBS O'Connor March 2003 - October 2007
UBS O'Connor October 2001 - March 2003
Lucent Technologies - Public Safety Systems December 2000 - October 2001
Skills
Perl, Python, CVS, Linux, Subversion, Sybase, PostgreSQL, C++, Solaris, MySQL, Java, Trading Systems, Electronic Trading, STL, GCC, Databases, Options, Unix, Qt, Eclipse, SQL, Unix Shell Scripting, Shell Scripting, Credit Derivatives, Windows, Distributed Systems, JDBC, JMS, Apache, Trading, Equities, Bash, REST, Doxygen, Boost, C, POSIX, Algorithms, OS X, Ruby, Design Patterns, Java Enterprise Edition, XML, Low Latency, Software Development, Multithreading, Equity Derivatives, Convertible Bonds, Interest Rate..., HDF5
Education
Delta College 1998 — 1999
Computer Science
Tamara Wiley Tamara Wiley's UBS O'Connor Experience September 2001 - September 2003
Job Manager Fleet, Leasing and Purchasing at Thresholds
Industry Design
Experience
Thresholds March 2015 - Present
amphora September 2002 - Present
Thresholds April 2013 - February 2015
Lg Development 2011 - 2011
UBS O'Connor September 2001 - September 2003
Citadel Investment Group February 1999 - July 2000
Chicago Mercantile Exchange August 1998 - September 1999
Chicago Mercantile Company December 1996 - August 1998
Hartford Ballet Company 1978 - 1980
Skills
Project Management, Renovation, Home Staging, Space-planning, Budgets, Management, Program Management, Marketing, Fundraising, Creative Direction, Interior Design, PowerPoint, Editing, Construction, Microsoft Excel, Research, Residential Homes, Employee Training, Project Coordination, Space planning, Art, Training, Web Design, Photography, Graphic Design
Education
The School of the Art Institute of Chicago 1991 — 1994
BFA, Design
Thresholds March 2015 - Present
amphora September 2002 - Present
Thresholds April 2013 - February 2015
Lg Development 2011 - 2011
UBS O'Connor September 2001 - September 2003
Citadel Investment Group February 1999 - July 2000
Chicago Mercantile Exchange August 1998 - September 1999
Chicago Mercantile Company December 1996 - August 1998
Hartford Ballet Company 1978 - 1980
Skills
Project Management, Renovation, Home Staging, Space-planning, Budgets, Management, Program Management, Marketing, Fundraising, Creative Direction, Interior Design, PowerPoint, Editing, Construction, Microsoft Excel, Research, Residential Homes, Employee Training, Project Coordination, Space planning, Art, Training, Web Design, Photography, Graphic Design
Education
The School of the Art Institute of Chicago 1991 — 1994
BFA, Design
Bo Conroy Bo Conroy's UBS O'Connor Experience September 2014 - Present
Job Financial Software Engineer
Industry Financial Services
Experience
UBS O'Connor September 2014 - Present
Sky Road LLC January 2014 - September 2014
Sky Road LLC December 2005 - January 2014
Skills
Perl, Linux, Unix, Java, SQL, XML, Software Development, Shell Scripting, Software Engineering, C++, Trading Systems, Distributed Systems, Python, Spring, Agile Methodologies, Web Services, Ant
Education
IIT Stuart School of Business 2007 — 2009
Master of Science (M.S.), Financial Markets
University of Illinois 1999 — 2003
Bachelor of Science (BS), Computer Science
UBS O'Connor September 2014 - Present
Sky Road LLC January 2014 - September 2014
Sky Road LLC December 2005 - January 2014
Skills
Perl, Linux, Unix, Java, SQL, XML, Software Development, Shell Scripting, Software Engineering, C++, Trading Systems, Distributed Systems, Python, Spring, Agile Methodologies, Web Services, Ant
Education
IIT Stuart School of Business 2007 — 2009
Master of Science (M.S.), Financial Markets
University of Illinois 1999 — 2003
Bachelor of Science (BS), Computer Science
Tom Madden Tom Madden's UBS O'Connor Experience December 2003 - May 2008
Job Head Trader at DGV Solutions
Industry Financial Services
Experience
DGV Solutions January 2015 - Present
Walleye Trading January 2012 - February 2014
Cutler Group, LP June 2008 - December 2011
UBS OConnor December 2003 - May 2008
Piper Jaffray May 1997 - November 2003
Professional Edge Fund January 1993 - May 1997
Swiss Bank OConnor December 1989 - January 1993
Skills
Structured Products, Alternative Investments, Financial Risk, Volatility, Series 7, Trading, Loans, Equity Research, Hedge Funds, Electronic Trading, Proprietary Trading, Traders, Options, Swaps, Volatility Arbitrage, Trading Systems, Equities, Equity Trading, Trading Strategies, Quantitative Analytics, Currency, FX Options, Quantitative Finance, Asset Management, Bonds, Investments, Capital Markets, Management, Derivatives, Securities, Financial Services, Financial Analysis, Mutual Funds, Portfolio Management, Hedging, Fixed Income, Risk Management, Commodity, Arbitrage, Equity Derivatives, Bloomberg, Finance, VBA, ETFs, Financial Markets, Portfolio Optimization, Financial Modeling, Series 24, Mortgage Lending, Technical Analysis
Education
Arizona State University 1984 — 1986
Bachelor, Finance
DGV Solutions January 2015 - Present
Walleye Trading January 2012 - February 2014
Cutler Group, LP June 2008 - December 2011
UBS OConnor December 2003 - May 2008
Piper Jaffray May 1997 - November 2003
Professional Edge Fund January 1993 - May 1997
Swiss Bank OConnor December 1989 - January 1993
Skills
Structured Products, Alternative Investments, Financial Risk, Volatility, Series 7, Trading, Loans, Equity Research, Hedge Funds, Electronic Trading, Proprietary Trading, Traders, Options, Swaps, Volatility Arbitrage, Trading Systems, Equities, Equity Trading, Trading Strategies, Quantitative Analytics, Currency, FX Options, Quantitative Finance, Asset Management, Bonds, Investments, Capital Markets, Management, Derivatives, Securities, Financial Services, Financial Analysis, Mutual Funds, Portfolio Management, Hedging, Fixed Income, Risk Management, Commodity, Arbitrage, Equity Derivatives, Bloomberg, Finance, VBA, ETFs, Financial Markets, Portfolio Optimization, Financial Modeling, Series 24, Mortgage Lending, Technical Analysis
Education
Arizona State University 1984 — 1986
Bachelor, Finance
Hero Choudhary, CFA Hero Choudhary, CFA's UBS O'Connor Experience May 2006 - February 2011
Job analyst, portfolio manager, seed and early stage investor, sailor
Industry Investment Management
Experience
J. Goldman & Co. February 2011 - Present
UBS O'Connor May 2006 - February 2011
Skills
Equities, Equity Research, Portfolio Management, Hedge Funds, Equity Valuation, Bloomberg, Strategy, Capital Markets, Trading, Investments, Valuation, Financial Modeling, Asset Managment, Sectors, Derivatives, Alternative Investments, Asset Management, Emerging Markets
Education
CFA institute 2007 — 2009
Washington University in St. Louis 2004 — 2006
M.S.
Indian Institute of Technology, Bombay 2000 — 2004
B.Tech
J. Goldman & Co. February 2011 - Present
UBS O'Connor May 2006 - February 2011
Skills
Equities, Equity Research, Portfolio Management, Hedge Funds, Equity Valuation, Bloomberg, Strategy, Capital Markets, Trading, Investments, Valuation, Financial Modeling, Asset Managment, Sectors, Derivatives, Alternative Investments, Asset Management, Emerging Markets
Education
CFA institute 2007 — 2009
Washington University in St. Louis 2004 — 2006
M.S.
Indian Institute of Technology, Bombay 2000 — 2004
B.Tech
Kris Kolecke Kris Kolecke's UBS O'Connor Experience November 2009 - Present
Job Computer Operator I at UBS O'Connor
Industry Computer Software
Experience
UBS O'Connor November 2009 - Present
Education
DePaul University 2006 — 2008
MS, Software Engineering
Northeastern Illinois University 2002 — 2004
BS, Computer Science
UBS O'Connor November 2009 - Present
Education
DePaul University 2006 — 2008
MS, Software Engineering
Northeastern Illinois University 2002 — 2004
BS, Computer Science
Lance Hazer Lance Hazer's UBS O'Connor Experience January 2005 - June 2006
Job
Industry Investment Management
Experience
Mellon Capital Management June 2006 - June 2011
UBS O'Connor January 2005 - June 2006
Deloitte Consulting July 2001 - July 2004
Education
University of Chicago 2004 — 2005
Master's degree
University of California, Berkeley 1999 — 2001
Master of Science (M.S.)
Cornell University 1995 — 1999
BS
Mellon Capital Management June 2006 - June 2011
UBS O'Connor January 2005 - June 2006
Deloitte Consulting July 2001 - July 2004
Education
University of Chicago 2004 — 2005
Master's degree
University of California, Berkeley 1999 — 2001
Master of Science (M.S.)
Cornell University 1995 — 1999
BS
Lee Ann Sherman's UBS O'Connor Experience August 2003 - August 2004
Job Office Manager / Executive Assistant to CEO
Industry Executive Office
Experience
Keypath Education (formerly PlattForm) January 2015 - Present
Pearson Education (formerly EmbanetCompass) November 2011 - July 2014
John Navin & Associates, Inc. July 2010 - September 2011
Hyatt Hotels Corporation (Hyatt Center Management LLC: Hyatt Hotels Corporate Headquarters) 2004 - 2005
UBS O'Connor August 2003 - August 2004
Credit Suisse (formerly Credit Suisse First Boston) December 1999 - April 2002
J.P. Morgan Securities July 1998 - November 1999
Stifel Financial Corp. (formerly Gruntal & Associates) September 1997 - June 1998
Hilton Hotel (Magnificent Mile) April 1993 - August 1997
Skills
Team Building, CRM, Budgets, Software Documentation, Management, Recruiting, Time Management, Human Resources, Sales, Finance, Training, Leadership, Forecasting, Business Planning, Public Speaking, Customer Service, Marketing, Event Planning, Strategic Planning
Education
New Trier High School 1985 — 1989
High School, Business Education Program
Loyola University of Chicago
Studied Philosophy
Keypath Education (formerly PlattForm) January 2015 - Present
Pearson Education (formerly EmbanetCompass) November 2011 - July 2014
John Navin & Associates, Inc. July 2010 - September 2011
Hyatt Hotels Corporation (Hyatt Center Management LLC: Hyatt Hotels Corporate Headquarters) 2004 - 2005
UBS O'Connor August 2003 - August 2004
Credit Suisse (formerly Credit Suisse First Boston) December 1999 - April 2002
J.P. Morgan Securities July 1998 - November 1999
Stifel Financial Corp. (formerly Gruntal & Associates) September 1997 - June 1998
Hilton Hotel (Magnificent Mile) April 1993 - August 1997
Skills
Team Building, CRM, Budgets, Software Documentation, Management, Recruiting, Time Management, Human Resources, Sales, Finance, Training, Leadership, Forecasting, Business Planning, Public Speaking, Customer Service, Marketing, Event Planning, Strategic Planning
Education
New Trier High School 1985 — 1989
High School, Business Education Program
Loyola University of Chicago
Studied Philosophy
Chris Cooper's UBS O'Connor Experience April 2001 - December 2002
Job
Industry Information Technology and Services
Experience
Orbitz Worldwide November 2010 - Present
NAVTEQ January 2010 - November 2010
Vibes Media August 2007 - October 2009
Vibes Media July 2006 - August 2007
Orbitz December 2002 - June 2006
UBS O'Connor April 2001 - December 2002
GoliathFalls.com / Diamond Technology Partners April 2000 - February 2001
theSauce.com October 1999 - March 2000
The Options Clearing Corporation May 1997 - November 1999
Interface Software May 1996 - May 1997
Skills
Enterprise Architecture, Agile Methodologies, IT Strategy, Java, Java Enterprise Edition, Architecture, Integration, SDLC, SQL, Databases, Software Development, Agile Project Management, Scrum, Oracle, Tomcat, Enterprise Software, Team Building, Management, Distributed Systems, Software Design, Apache, E-commerce, Data Modeling, JavaScript, Software Project..., SaaS, Software Engineering, Spring, Web Services, Solution Architecture, Design Patterns, System Architecture, REST, Infrastructure, JDBC, Program Management, Mentoring, Process Improvement, Leading Meetings, Mesos, Docker, Microservices
Education
University of Illinois at Urbana-Champaign 1987 — 1990
BS
Loyola University of Chicago 1986 — 1987
Orbitz Worldwide November 2010 - Present
NAVTEQ January 2010 - November 2010
Vibes Media August 2007 - October 2009
Vibes Media July 2006 - August 2007
Orbitz December 2002 - June 2006
UBS O'Connor April 2001 - December 2002
GoliathFalls.com / Diamond Technology Partners April 2000 - February 2001
theSauce.com October 1999 - March 2000
The Options Clearing Corporation May 1997 - November 1999
Interface Software May 1996 - May 1997
Skills
Enterprise Architecture, Agile Methodologies, IT Strategy, Java, Java Enterprise Edition, Architecture, Integration, SDLC, SQL, Databases, Software Development, Agile Project Management, Scrum, Oracle, Tomcat, Enterprise Software, Team Building, Management, Distributed Systems, Software Design, Apache, E-commerce, Data Modeling, JavaScript, Software Project..., SaaS, Software Engineering, Spring, Web Services, Solution Architecture, Design Patterns, System Architecture, REST, Infrastructure, JDBC, Program Management, Mentoring, Process Improvement, Leading Meetings, Mesos, Docker, Microservices
Education
University of Illinois at Urbana-Champaign 1987 — 1990
BS
Loyola University of Chicago 1986 — 1987
Julia Reddington Julia Reddington's UBS O'Connor Experience December 2013 - Present
Job UBS O'Connor
Industry Investment Management
Experience
UBS O'Connor December 2013 - Present
Education
Loyola University Maryland 2006 — 2010
Bachelor, Business Administration, Marketing
The American University of Paris 2008 — 2009
Buckingham Browne & Nichols School 2002 — 2006
UBS O'Connor December 2013 - Present
Education
Loyola University Maryland 2006 — 2010
Bachelor, Business Administration, Marketing
The American University of Paris 2008 — 2009
Buckingham Browne & Nichols School 2002 — 2006
Ray Sulentic Ray Sulentic's UBS O'Connor Experience 2008 - 2009
Job Director at CE2 Capital Partners
Industry Renewables & Environment
Experience
CE2 Capital Partners 2011 - 2015
Encore Capital Group 2009 - 2011
UBS O'Connor 2008 - 2009
Bear Stearns 2006 - 2008
Danaher 2005 - 2005
Skills
Financial Modeling, Valuation, Corporate Finance, Private Equity, Mergers & Acquisitions, Venture Capital, Corporate Development, Financial Structuring, Strategic Planning, Business Strategy
Education
University of California, Los Angeles - School of Law 2015 — 2016
University of San Diego School of Law 2014 — 2015
Georgetown University 2004 — 2006
MBA, Finance
Tulane University - A.B. Freeman School of Business
BS, Finance, Psychology
CE2 Capital Partners 2011 - 2015
Encore Capital Group 2009 - 2011
UBS O'Connor 2008 - 2009
Bear Stearns 2006 - 2008
Danaher 2005 - 2005
Skills
Financial Modeling, Valuation, Corporate Finance, Private Equity, Mergers & Acquisitions, Venture Capital, Corporate Development, Financial Structuring, Strategic Planning, Business Strategy
Education
University of California, Los Angeles - School of Law 2015 — 2016
University of San Diego School of Law 2014 — 2015
Georgetown University 2004 — 2006
MBA, Finance
Tulane University - A.B. Freeman School of Business
BS, Finance, Psychology
Alan Risola's UBS O'Connor Experience February 2012 - Present
Job Investment Consultant
Industry Financial Services
Experience
UBS Global Asset Management May 2013 - Present
UBS O'Connor February 2012 - Present
Deloitte & Touche January 2011 - February 2012
CBIZ MHM, LLC January 2010 - December 2010
Skills
Financial Reporting, Auditing, Valuation, Internal Controls, Financial Statements, Financial Services, Private Equity, Financial Analysis, Management, Corporate Finance, Accounting, Asset Management, Sarbanes-Oxley Act, Financial Modeling, Hedge Funds, Tax
Education
St. John's University, The Peter J. Tobin College of Business 2008 — 2009
Masters, Accounting
Dowling College 2003 — 2007
Bachelors Degree, Finance
UBS Global Asset Management May 2013 - Present
UBS O'Connor February 2012 - Present
Deloitte & Touche January 2011 - February 2012
CBIZ MHM, LLC January 2010 - December 2010
Skills
Financial Reporting, Auditing, Valuation, Internal Controls, Financial Statements, Financial Services, Private Equity, Financial Analysis, Management, Corporate Finance, Accounting, Asset Management, Sarbanes-Oxley Act, Financial Modeling, Hedge Funds, Tax
Education
St. John's University, The Peter J. Tobin College of Business 2008 — 2009
Masters, Accounting
Dowling College 2003 — 2007
Bachelors Degree, Finance
Molly Bergin Carl, CFA's UBS O'Connor Experience 1992 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
UBS O'Connor LLC April 2014 - May 2015
UBS O'Connor 1992 - 2010
Skills
Portfolio Management, Financial Analysis, Equities, Financial Modeling, Hedge Funds, Alternative Investments, Asset Management, Valuation, Capital Markets, Investments, Risk Management, Capital Allocation, Fundamental Analysis, Asset Allocation, Bloomberg
Education
The University of Chicago 1993 — 1996
MBA
University of Illinois at Urbana-Champaign 1987 — 1991
BA, Economics
UBS O'Connor LLC April 2014 - May 2015
UBS O'Connor 1992 - 2010
Skills
Portfolio Management, Financial Analysis, Equities, Financial Modeling, Hedge Funds, Alternative Investments, Asset Management, Valuation, Capital Markets, Investments, Risk Management, Capital Allocation, Fundamental Analysis, Asset Allocation, Bloomberg
Education
The University of Chicago 1993 — 1996
MBA
University of Illinois at Urbana-Champaign 1987 — 1991
BA, Economics
Kris Kolecke Kris Kolecke's UBS O'Connor Experience November 2010 - Present
Job Unix/Windows Software Developer/Engineer
Industry Investment Management
Experience
UBS O'Connor November 2010 - Present
Skills
Unix Shell Scripting, Java, Perl, C++, C#, HTML, JavaScript, Computer Hardware..., Computer Repair, Software Engineering, Software Development, Linux, Unix, Android, Scripting, Troubleshooting, Windows, SQL, MySQL, Databases, Programming
Education
DePaul University
Master of Science (M.S.), Software Engineering, 3.97
Northeastern Illinois University
Bachelor of Science (B.S.), Computer Science, 4.0
Morton College
Associate of Science (A.S.), 3.1
UBS O'Connor November 2010 - Present
Skills
Unix Shell Scripting, Java, Perl, C++, C#, HTML, JavaScript, Computer Hardware..., Computer Repair, Software Engineering, Software Development, Linux, Unix, Android, Scripting, Troubleshooting, Windows, SQL, MySQL, Databases, Programming
Education
DePaul University
Master of Science (M.S.), Software Engineering, 3.97
Northeastern Illinois University
Bachelor of Science (B.S.), Computer Science, 4.0
Morton College
Associate of Science (A.S.), 3.1
Brian Rourke Brian Rourke's UBS O'Connor Experience May 2003 - December 2004
Job Analyst
Industry Financial Services
Experience
Fidus Investment Corporation June 2012 - Present
Olson Oil and Gas, LLC July 2011 - April 2012
Benchmarq Trading Partners March 2010 - June 2011
Fidus Capital, LLC July 2007 - October 2009
At Properties May 2005 - June 2007
UBS O'Connor May 2003 - December 2004
Skills
Investments, Valuation, Options, Trading, Portfolio Management, Microsoft Excel, Economics, Financial Modeling, Hedge Funds, Analysis
Education
The University of Texas at Austin 2002 — 2006
Bachelors, Economics
Fidus Investment Corporation June 2012 - Present
Olson Oil and Gas, LLC July 2011 - April 2012
Benchmarq Trading Partners March 2010 - June 2011
Fidus Capital, LLC July 2007 - October 2009
At Properties May 2005 - June 2007
UBS O'Connor May 2003 - December 2004
Skills
Investments, Valuation, Options, Trading, Portfolio Management, Microsoft Excel, Economics, Financial Modeling, Hedge Funds, Analysis
Education
The University of Texas at Austin 2002 — 2006
Bachelors, Economics
Michael C. Martin Michael C. Martin's UBS O'Connor Experience May 2012 - Present
Job Trader at UBS O'Connor
Industry Financial Services
Experience
UBS O'Connor May 2012 - Present
Bank of America Merrill Lynch January 2009 - February 2012
Navy SEAL Foundation November 2008 - January 2012
Bank of America November 2009 - November 2011
Merrill Lynch October 2006 - January 2009
Naval Special Warfare Command May 1996 - October 2006
Skills
Military, Security Clearance, DoD, Risk Management, Program Management, Financial Modeling, Operations Management, Operational Planning, Strategic Planning, Leadership, Team Leadership, Military Operations, Government, Valuation, Team Building, Cross-functional Team..., Project Planning, Project Management, Asset Managment, Logistics, Private Equity, Process Improvement, Policy, Financial Analysis, Due Diligence, Investment Banking, Leadership Development, Security, Alternative Investments, Change Management, Management Consulting, Risk Assessment, Equities, Start-ups, Investments, Analysis, Business Strategy, Defense, Portfolio Management, Organizational..., Mergers, Strategy, Navy, Command, Fixed Income, Hedge Funds
Education
United States Naval Academy 1992 — 1996
BS, Mathematics
The Kiski School 1991 — 1992
HS
Brother Rice 1987 — 1991
HS
UBS O'Connor May 2012 - Present
Bank of America Merrill Lynch January 2009 - February 2012
Navy SEAL Foundation November 2008 - January 2012
Bank of America November 2009 - November 2011
Merrill Lynch October 2006 - January 2009
Naval Special Warfare Command May 1996 - October 2006
Skills
Military, Security Clearance, DoD, Risk Management, Program Management, Financial Modeling, Operations Management, Operational Planning, Strategic Planning, Leadership, Team Leadership, Military Operations, Government, Valuation, Team Building, Cross-functional Team..., Project Planning, Project Management, Asset Managment, Logistics, Private Equity, Process Improvement, Policy, Financial Analysis, Due Diligence, Investment Banking, Leadership Development, Security, Alternative Investments, Change Management, Management Consulting, Risk Assessment, Equities, Start-ups, Investments, Analysis, Business Strategy, Defense, Portfolio Management, Organizational..., Mergers, Strategy, Navy, Command, Fixed Income, Hedge Funds
Education
United States Naval Academy 1992 — 1996
BS, Mathematics
The Kiski School 1991 — 1992
HS
Brother Rice 1987 — 1991
HS
Brian Boonstra's UBS O'Connor Experience October 2007 - May 2011
Job Adjunct Professor, Department of Mathematics at The University of Chicago
Industry Investment Banking
Experience
The University of Chicago January 2013 - Present
Cognitive Capital, LLC May 2011 - Present
Illinois Institute of Technology August 1996 - May 2015
UBS O'Connor October 2007 - May 2011
Thureos Capital LP October 2006 - August 2007
Delaware Street Capital LLC September 2004 - August 2007
JP Morgan December 1997 - September 2004
Helios LLC June 1995 - December 1997
Skills
Derivatives, Programming, Quantitative Finance, Structured Products, Fixed Income, Risk Management, Trading, Trading Systems, Quantitative Analytics, Equities, Algorithms, Financial Modeling, Financial Risk, Options, Hedge Funds, Trading Strategies, Capital Markets, C++, Portfolio Management, Python, Electronic Trading, Hedging, VBA, Numerical Analysis, Equity Derivatives, Statistics, Matlab, Physics, Securities, R, Asset Management
Education
University of Michigan 1990 — 1995
Ph.D., Mathematics
The University of Chicago 1986 — 1990
S.B., Physics, Mathematics
City High School 1982 — 1986
Diploma
The University of Chicago January 2013 - Present
Cognitive Capital, LLC May 2011 - Present
Illinois Institute of Technology August 1996 - May 2015
UBS O'Connor October 2007 - May 2011
Thureos Capital LP October 2006 - August 2007
Delaware Street Capital LLC September 2004 - August 2007
JP Morgan December 1997 - September 2004
Helios LLC June 1995 - December 1997
Skills
Derivatives, Programming, Quantitative Finance, Structured Products, Fixed Income, Risk Management, Trading, Trading Systems, Quantitative Analytics, Equities, Algorithms, Financial Modeling, Financial Risk, Options, Hedge Funds, Trading Strategies, Capital Markets, C++, Portfolio Management, Python, Electronic Trading, Hedging, VBA, Numerical Analysis, Equity Derivatives, Statistics, Matlab, Physics, Securities, R, Asset Management
Education
University of Michigan 1990 — 1995
Ph.D., Mathematics
The University of Chicago 1986 — 1990
S.B., Physics, Mathematics
City High School 1982 — 1986
Diploma
Madhavan Srinivasan's UBS O'Connor Experience 1999 - 2000
Job Director of Development
Industry Hospital & Health Care
Experience
CareVoyant, Inc. October 2004 - Present
BitWise Inc June 1999 - September 2004
UBS O'Connor 1999 - 2000
Education
Boiler Plan Higher Secondary School - Kailasapuram 1979 — 1986
Bharathidasan University
B.E.,, Computer Science and Engineering
CareVoyant, Inc. October 2004 - Present
BitWise Inc June 1999 - September 2004
UBS O'Connor 1999 - 2000
Education
Boiler Plan Higher Secondary School - Kailasapuram 1979 — 1986
Bharathidasan University
B.E.,, Computer Science and Engineering
Bill Monty's UBS O'Connor Experience 1996 - April 1998
Job Associate Director, L3 support/Business analyst for UBS Global Asset Management
Industry Information Technology and Services
Experience
UBS Global Asset Management 2006 - Present
UBS Global Asset Management April 1998 - 2006
UBS O'Connor 1996 - April 1998
UBS-O'Connor June 1992 - March 1996
Midland Paper 1988 - June 1992
Skills
Sybase, Unix, SQL, Databases, CRM, Data Warehousing, Perl, report distribution, Unix Shell Scripting, Derivatives, Trading Systems, Equities, Oracle, Linux, Options, Electronic Trading, Microsoft SQL Server, Business Analysis, Data Entry, Management, Fixed Income, Process Automation, SFTP, Samba
Education
Northeastern Illinois University 1991 — 1993
Bachelor of computer science
Northeastern Illinois University 1988 — 1993
Bachelor of Business Administration (BBA)
UBS Global Asset Management 2006 - Present
UBS Global Asset Management April 1998 - 2006
UBS O'Connor 1996 - April 1998
UBS-O'Connor June 1992 - March 1996
Midland Paper 1988 - June 1992
Skills
Sybase, Unix, SQL, Databases, CRM, Data Warehousing, Perl, report distribution, Unix Shell Scripting, Derivatives, Trading Systems, Equities, Oracle, Linux, Options, Electronic Trading, Microsoft SQL Server, Business Analysis, Data Entry, Management, Fixed Income, Process Automation, SFTP, Samba
Education
Northeastern Illinois University 1991 — 1993
Bachelor of computer science
Northeastern Illinois University 1988 — 1993
Bachelor of Business Administration (BBA)
Francisco Vazquez-Grande's UBS O'Connor Experience 2008 - 2008
Job Financial Economist at Federal Reserve Board
Industry Capital Markets
Experience
Federal Reserve Board July 2010 - Present
University of Chicago 2005 - 2010
J.P. Morgan September 2008 - June 2009
J.P. Morgan June 2008 - September 2008
UBS O'Connor 2008 - 2008
The World Bank 2007 - 2007
Skills
R, Fixed Income, Econometrics, Quantitative Analytics, Macroeconomics, Statistics, Quantitative Finance, Financial Modeling, Data Analysis, Matlab, Time Series Analysis, Statistical Modeling, Derivatives, Portfolio Management, Econometric Modeling, Teaching
Education
The University of Chicago - Booth School of Business 2005 — 2010
PhD & MBA, Finance and Econometrics
Federal Reserve Board July 2010 - Present
University of Chicago 2005 - 2010
J.P. Morgan September 2008 - June 2009
J.P. Morgan June 2008 - September 2008
UBS O'Connor 2008 - 2008
The World Bank 2007 - 2007
Skills
R, Fixed Income, Econometrics, Quantitative Analytics, Macroeconomics, Statistics, Quantitative Finance, Financial Modeling, Data Analysis, Matlab, Time Series Analysis, Statistical Modeling, Derivatives, Portfolio Management, Econometric Modeling, Teaching
Education
The University of Chicago - Booth School of Business 2005 — 2010
PhD & MBA, Finance and Econometrics
Alan Hu's UBS O'Connor Experience May 2011 - July 2015
Job Trade Operations Specialist at Aviva Investors
Industry Investment Banking
Experience
Aviva Investors August 2015 - Present
UBS O'Connor May 2011 - July 2015
BNP Paribas Fortis October 2007 - May 2011
ABN AMRO Asset management 2007 - 2009
Alliance Financial LLC October 2003 - September 2007
Education
University of Houston 2000 — 2002
Bachelor's Degree, Finanace
Aviva Investors August 2015 - Present
UBS O'Connor May 2011 - July 2015
BNP Paribas Fortis October 2007 - May 2011
ABN AMRO Asset management 2007 - 2009
Alliance Financial LLC October 2003 - September 2007
Education
University of Houston 2000 — 2002
Bachelor's Degree, Finanace
Dana Hobson's UBS O'Connor Experience 1998 - 2000
Job Treasury and FX for Online Payments
Industry Financial Services
Experience
Bitnet Technologies Ltd. March 2014 - Present
Visa March 2009 - March 2014
Bailard, Inc. May 2003 - March 2009
Barclays Global Investors 2000 - 2002
UBS O'Connor 1998 - 2000
Bank of America 1997 - 1998
MIT Lincoln Laboratory 1992 - 1996
MIT 1990 - 1992
Skills
Credit Cards, Payment Industry, FX Trading, FX Hedging, MCP, DCC, Hedge Funds, Portfolio Management, Equity Trading, Risk Management, Financial Modeling, Equities, Financial Analysis, Investments, Asset Management, Emerging Markets, Capital Markets, Derivatives, Financial Services, Private Equity, Asset Managment, Valuation, Investor Relations
Education
Caltech 1985 — 1990
PhD, Applied Math
Harvey Mudd College 1981 — 1985
Bachelor of Science (BS), Mathematics
Bitnet Technologies Ltd. March 2014 - Present
Visa March 2009 - March 2014
Bailard, Inc. May 2003 - March 2009
Barclays Global Investors 2000 - 2002
UBS O'Connor 1998 - 2000
Bank of America 1997 - 1998
MIT Lincoln Laboratory 1992 - 1996
MIT 1990 - 1992
Skills
Credit Cards, Payment Industry, FX Trading, FX Hedging, MCP, DCC, Hedge Funds, Portfolio Management, Equity Trading, Risk Management, Financial Modeling, Equities, Financial Analysis, Investments, Asset Management, Emerging Markets, Capital Markets, Derivatives, Financial Services, Private Equity, Asset Managment, Valuation, Investor Relations
Education
Caltech 1985 — 1990
PhD, Applied Math
Harvey Mudd College 1981 — 1985
Bachelor of Science (BS), Mathematics
Georgios Sakoulis's UBS O'Connor Experience 2003 - 2006
Job Managing Director at Quantitative Management Associates LLC
Industry Investment Management
Experience
Quantitative Management Associates LLC April 2014 - Present
GMO March 2009 - March 2014
Numeric Investors March 2006 - February 2009
UBS O'CONNOR 2003 - 2006
JP MORGAN 2000 - 2003
Skills
Portfolio Management, Equity Research, Hedge Funds, Emerging Markets, Equities, Alternative Investments, Asset Managment, Investment Strategies, Portfolio Optimization, Quantitative Finance, Investments, Investment Management, Financial Modeling, Quantitative Investing, Financial Markets, Institutional..., Capital Markets, Mutual Funds, Financial Analysis, Quantitative Analytics, Trading Strategies, Risk Management, Series 7, Equity Trading, Bloomberg, Equity Valuation, Asset Management, Asset Allocation, Fixed Income, Structured Finance
Education
University of California, Berkeley 2000 — 2000
Visiting Scholar, International Economics
University of Washington 1996 — 2000
PhD, Economics, Finance
University of Washington 1996 — 2000
MA, Economics
San Francisco State University 1991 — 1996
BA, Economics
San Francisco State University 1991 — 1996
BS, Statistics
Quantitative Management Associates LLC April 2014 - Present
GMO March 2009 - March 2014
Numeric Investors March 2006 - February 2009
UBS O'CONNOR 2003 - 2006
JP MORGAN 2000 - 2003
Skills
Portfolio Management, Equity Research, Hedge Funds, Emerging Markets, Equities, Alternative Investments, Asset Managment, Investment Strategies, Portfolio Optimization, Quantitative Finance, Investments, Investment Management, Financial Modeling, Quantitative Investing, Financial Markets, Institutional..., Capital Markets, Mutual Funds, Financial Analysis, Quantitative Analytics, Trading Strategies, Risk Management, Series 7, Equity Trading, Bloomberg, Equity Valuation, Asset Management, Asset Allocation, Fixed Income, Structured Finance
Education
University of California, Berkeley 2000 — 2000
Visiting Scholar, International Economics
University of Washington 1996 — 2000
PhD, Economics, Finance
University of Washington 1996 — 2000
MA, Economics
San Francisco State University 1991 — 1996
BA, Economics
San Francisco State University 1991 — 1996
BS, Statistics
T.F. Meagher's UBS O'Connor Experience March 2010 - Present
Job Executive Director at UBS O'Connor
Industry Investment Management
Experience
UBS O'Connor March 2010 - Present
UBS Global Asset Management December 2006 - March 2010
Ziegler Capital Management (previously Burnham Sullivan & Associates) January 2004 - November 2006
Skills
Hedge Funds, Asset Management, Asset Managment
Education
University of Illinois at Urbana-Champaign 1999 — 2003
UBS O'Connor March 2010 - Present
UBS Global Asset Management December 2006 - March 2010
Ziegler Capital Management (previously Burnham Sullivan & Associates) January 2004 - November 2006
Skills
Hedge Funds, Asset Management, Asset Managment
Education
University of Illinois at Urbana-Champaign 1999 — 2003
Shannon Curley, CFA's UBS O'Connor Experience May 2004 - June 2013
Job Executive Director at CFA Society Chicago
Industry Financial Services
Experience
CFA Society Chicago December 2014 - Present
UBS O'Connor May 2004 - June 2013
Bank of America 2001 - 2004
Skills
CFA, Hedge Funds, Equities, Chartered Financial..., Asset Management, Alternative Investments, Equity Research, Fixed Income, Portfolio Management, Financial Modeling, Bloomberg, Valuation, Capital Markets, Investments, Securities, Investment Banking, Financial Analysis
Education
Tulane University - A.B. Freeman School of Business 1991 — 1993
MBA, Finance
Fairfield University 1983 — 1987
BA Economics/ Mathematics Minor
CFA Society Chicago December 2014 - Present
UBS O'Connor May 2004 - June 2013
Bank of America 2001 - 2004
Skills
CFA, Hedge Funds, Equities, Chartered Financial..., Asset Management, Alternative Investments, Equity Research, Fixed Income, Portfolio Management, Financial Modeling, Bloomberg, Valuation, Capital Markets, Investments, Securities, Investment Banking, Financial Analysis
Education
Tulane University - A.B. Freeman School of Business 1991 — 1993
MBA, Finance
Fairfield University 1983 — 1987
BA Economics/ Mathematics Minor
Patrick Trimble's UBS O'Connor Experience September 2013 - Present
Job Product Controller at UBS O'Connor
Industry Financial Services
Experience
UBS O'Connor September 2013 - Present
Deloitte June 2012 - August 2013
Indiana University August 2011 - May 2012
PwC October 2008 - March 2011
Skills
US GAAP, GAAS, Fund Accounting, Investment Valuation, Microsoft Excel, Senior Debt, Exchange Traded Funds, Hedge Funds, Private Equity
Education
University of Southern California - Marshall School of Business 2007 — 2008
Master of Accounting, Accounting
University of Arizona 2003 — 2007
Bachelor of Business Administration, Accounting, Magna Cum Laude
UBS O'Connor September 2013 - Present
Deloitte June 2012 - August 2013
Indiana University August 2011 - May 2012
PwC October 2008 - March 2011
Skills
US GAAP, GAAS, Fund Accounting, Investment Valuation, Microsoft Excel, Senior Debt, Exchange Traded Funds, Hedge Funds, Private Equity
Education
University of Southern California - Marshall School of Business 2007 — 2008
Master of Accounting, Accounting
University of Arizona 2003 — 2007
Bachelor of Business Administration, Accounting, Magna Cum Laude
Robert Warnock IV's UBS O'Connor Experience August 2014 - Present
Job Associate Director Junior PM at UBS O'Connor
Industry Financial Services
Experience
UBS O'Connor August 2014 - Present
Spot Trading LLC January 2014 - August 2014
Spot Trading LLC April 2011 - January 2014
Spot Trading LLC September 2008 - April 2011
M&T Bank July 2007 - July 2008
Skills
Bloomberg, Microsoft Excel, Capital IQ, Research, Financial Modeling, Equity Research, Economics, @Risk, Linear Programming, StatTools, Trading, Leadership, SAS, Investments, Options, Equity Valuation, Hedge Funds, Derivatives, Valuation, Alternative Investments, Risk Management, Quantitative Analytics, Fixed Income, Equities, Capital Markets, Bloomberg Terminal, DCF, Portfolio Management
Education
Indiana University - Kelley School of Business 2012 — 2014
MBA
Kenyon College 2003 — 2007
B.A., Economics, Public Policy, & History Minor
UBS O'Connor August 2014 - Present
Spot Trading LLC January 2014 - August 2014
Spot Trading LLC April 2011 - January 2014
Spot Trading LLC September 2008 - April 2011
M&T Bank July 2007 - July 2008
Skills
Bloomberg, Microsoft Excel, Capital IQ, Research, Financial Modeling, Equity Research, Economics, @Risk, Linear Programming, StatTools, Trading, Leadership, SAS, Investments, Options, Equity Valuation, Hedge Funds, Derivatives, Valuation, Alternative Investments, Risk Management, Quantitative Analytics, Fixed Income, Equities, Capital Markets, Bloomberg Terminal, DCF, Portfolio Management
Education
Indiana University - Kelley School of Business 2012 — 2014
MBA
Kenyon College 2003 — 2007
B.A., Economics, Public Policy, & History Minor
Neil Joshi's UBS O'Connor Experience March 2007 - February 2008
Job Managing Partner at RSK Capital Partners
Industry Investment Management
Experience
RSK Capital Partners September 2014 - Present
PEAK6 Investments November 2012 - June 2014
PEAK6 Investments LP August 2008 - June 2014
UBS O'Connor March 2007 - February 2008
Deephaven Capital Management August 2002 - February 2007
Apollo Derivatives 1993 - 1996
Skills
Investments, Asset Management, Portfolio Management, Equities, Financial Analysis, Financial Modeling, Hedge Funds, Fixed Income, Valuation, Microsoft Excel, Alternative Investments, Microsoft Office, Private Equity, Business Strategy, Risk Management, Strategic Planning, Bloomberg, Wealth Management
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Finance; Strategy; Entrepreneurship
The University of Chicago 1989 — 1993
Bachelor of Arts (B.A.), Biology; Economics
RSK Capital Partners September 2014 - Present
PEAK6 Investments November 2012 - June 2014
PEAK6 Investments LP August 2008 - June 2014
UBS O'Connor March 2007 - February 2008
Deephaven Capital Management August 2002 - February 2007
Apollo Derivatives 1993 - 1996
Skills
Investments, Asset Management, Portfolio Management, Equities, Financial Analysis, Financial Modeling, Hedge Funds, Fixed Income, Valuation, Microsoft Excel, Alternative Investments, Microsoft Office, Private Equity, Business Strategy, Risk Management, Strategic Planning, Bloomberg, Wealth Management
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Finance; Strategy; Entrepreneurship
The University of Chicago 1989 — 1993
Bachelor of Arts (B.A.), Biology; Economics
Barry Gill's UBS O'Connor Experience August 2012 - Present
Job Portfolio Manager at UBS O'Connor
Industry Investment Management
Experience
UBS O'Connor August 2012 - Present
UBS Investment Bank July 1995 - August 2012
UBS Investment Bank July 1995 - August 2012
Education
University College Dublin 1991 — 1995
B.Comm (Intl), Commerce, German
UBS O'Connor August 2012 - Present
UBS Investment Bank July 1995 - August 2012
UBS Investment Bank July 1995 - August 2012
Education
University College Dublin 1991 — 1995
B.Comm (Intl), Commerce, German
Dan Coutre's UBS O'Connor Experience October 2000 - September 2002
Job Collateral Management
Industry Capital Markets
Experience
Royal Bank of Scotland January 2008 - Present
UBS Investment Bank August 2003 - January 2008
UBS O'Connor October 2000 - September 2002
Bank One January 1997 - April 2000
Skills
Derivatives, Fixed Income, Risk Management, Hedge Funds, Middle Office, Operational Risk, Financial Risk, Prime Brokerage, Equities, Commodity Markets, Collateral Management, Trading, Credit Risk
Education
DePaul University
Bachelor of Science (BS), Finance, General
Royal Bank of Scotland January 2008 - Present
UBS Investment Bank August 2003 - January 2008
UBS O'Connor October 2000 - September 2002
Bank One January 1997 - April 2000
Skills
Derivatives, Fixed Income, Risk Management, Hedge Funds, Middle Office, Operational Risk, Financial Risk, Prime Brokerage, Equities, Commodity Markets, Collateral Management, Trading, Credit Risk
Education
DePaul University
Bachelor of Science (BS), Finance, General
Bryan Devenny's UBS O'Connor Experience July 1999 - August 2007
Job Portfolio Manager at Devenny Capital Management LLC
Industry Capital Markets
Experience
Devenny Capital Management LLC May 2011 - July 2013
Balyasny Asset Management September 2007 - May 2011
UBS O'Connor July 1999 - August 2007
ABN AMRO June 1998 - July 1999
Price Waterhouse September 1996 - July 1998
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Capital Markets, Commodity, Corporate Finance, Derivatives, Due Diligence, ETFs, Electronic Trading, Emerging Markets, Equities, Equity Research, Equity Trading, Equity Valuation, FX Options, Finance, Financial Analysis, Financial Markets, Financial Modeling, Financial Risk, Financial Services, Fixed Income, Fund Of Funds, Hedge Funds, Hedging, Investment Advisory, Investment Banking, Investment Management, Investment Strategies, Investments, Investor Relations, Market Risk, Mergers & Acquisitions, Mutual Funds, Options, Portfolio Management, Private Equity, Proprietary Trading, Quantitative Analytics, Risk Management, Securities, Structured Products, Trading, Trading Systems, Valuation, Venture Capital, Bonds
Education
Northwestern University - Kellogg School of Management 1999 — 2003
MBA, Finance
Purdue University 1992 — 1996
Management, Accounting
Devenny Capital Management LLC May 2011 - July 2013
Balyasny Asset Management September 2007 - May 2011
UBS O'Connor July 1999 - August 2007
ABN AMRO June 1998 - July 1999
Price Waterhouse September 1996 - July 1998
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Capital Markets, Commodity, Corporate Finance, Derivatives, Due Diligence, ETFs, Electronic Trading, Emerging Markets, Equities, Equity Research, Equity Trading, Equity Valuation, FX Options, Finance, Financial Analysis, Financial Markets, Financial Modeling, Financial Risk, Financial Services, Fixed Income, Fund Of Funds, Hedge Funds, Hedging, Investment Advisory, Investment Banking, Investment Management, Investment Strategies, Investments, Investor Relations, Market Risk, Mergers & Acquisitions, Mutual Funds, Options, Portfolio Management, Private Equity, Proprietary Trading, Quantitative Analytics, Risk Management, Securities, Structured Products, Trading, Trading Systems, Valuation, Venture Capital, Bonds
Education
Northwestern University - Kellogg School of Management 1999 — 2003
MBA, Finance
Purdue University 1992 — 1996
Management, Accounting
Nicole Jenkins's UBS O'Connor Experience May 2002 - May 2003
Job Managing Director Sales & Distribution Management at UBS Global Asset Management A&Q
Industry Financial Services
Experience
UBS Global Asset Management - Alternative and Quantitative Investments March 2014 - Present
UBS Global Asset Management - Alternative and Quantitative Investments August 2007 - Present
UBS Global Asset Management - Alternative and Quantitative Investments May 2003 - August 2007
UBS O'Connor May 2002 - May 2003
Fidelity Investments May 1999 - November 2001
Fidelity Investments September 1995 - May 1999
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2001
MBA
Vanderbilt University 1991 — 1995
BA, Economics major & Business Administration minor
UBS Global Asset Management - Alternative and Quantitative Investments March 2014 - Present
UBS Global Asset Management - Alternative and Quantitative Investments August 2007 - Present
UBS Global Asset Management - Alternative and Quantitative Investments May 2003 - August 2007
UBS O'Connor May 2002 - May 2003
Fidelity Investments May 1999 - November 2001
Fidelity Investments September 1995 - May 1999
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2001
MBA
Vanderbilt University 1991 — 1995
BA, Economics major & Business Administration minor
Daniel Peisert's UBS O'Connor Experience 1999 - 2005
Job VP Business Development at Concordia Healthcare
Industry Financial Services
Experience
Concordia Healthcare March 2014 - Present
Cupps Capital Management February 2012 - February 2014
Marathon Pharmaceuticals July 2008 - April 2012
Magnetar Capital May 2005 - June 2008
UBS Global Asset Management May 1999 - March 2005
UBS Oconnor 1999 - 2005
UBS Warburg May 1999 - March 2001
Price Waterhouse Coopers August 1997 - May 1999
Skills
Financial Modeling, Equities, Hedge Funds, Auditing, Alternative Investments, Financial Analysis, Valuation, Product Development, Analysis, Hedging, Corporate Finance, Finance, Equity Research, Strategic Financial..., Pricing, Due Diligence, Financial Reporting, M&A experience, Start-ups, Derivatives, Portfolio Management, Securities, Capital Markets, Asset Allocation, Buy-side, Investor Relations, Proprietary Trading, Corporate Development, Fixed Income, Competitive Analysis, Venture Capital, DCF, Financial Services, Quantitative Analytics, Investment Strategies, VBA, Investment Banking, Bloomberg Terminal, Asset Management, Investments, Trading, Business Development, Economics, Management, Emerging Markets, Private Equity, Mergers & Acquisitions, Bloomberg, Options, LBO
Education
University of Minnesota - Carlson School of Management 1993 — 1997
BSB, Accounting
University of Minnesota-Twin Cities 1993 — 1997
BSB, Accounting
Concordia Healthcare March 2014 - Present
Cupps Capital Management February 2012 - February 2014
Marathon Pharmaceuticals July 2008 - April 2012
Magnetar Capital May 2005 - June 2008
UBS Global Asset Management May 1999 - March 2005
UBS Oconnor 1999 - 2005
UBS Warburg May 1999 - March 2001
Price Waterhouse Coopers August 1997 - May 1999
Skills
Financial Modeling, Equities, Hedge Funds, Auditing, Alternative Investments, Financial Analysis, Valuation, Product Development, Analysis, Hedging, Corporate Finance, Finance, Equity Research, Strategic Financial..., Pricing, Due Diligence, Financial Reporting, M&A experience, Start-ups, Derivatives, Portfolio Management, Securities, Capital Markets, Asset Allocation, Buy-side, Investor Relations, Proprietary Trading, Corporate Development, Fixed Income, Competitive Analysis, Venture Capital, DCF, Financial Services, Quantitative Analytics, Investment Strategies, VBA, Investment Banking, Bloomberg Terminal, Asset Management, Investments, Trading, Business Development, Economics, Management, Emerging Markets, Private Equity, Mergers & Acquisitions, Bloomberg, Options, LBO
Education
University of Minnesota - Carlson School of Management 1993 — 1997
BSB, Accounting
University of Minnesota-Twin Cities 1993 — 1997
BSB, Accounting
Meggan Zabel's UBS O'Connor Experience July 2005 - Present
Job Executive Director at UBS O'Connor
Industry Financial Services
Experience
Duke Financial Economics Center September 2013 - Present
UBS O'Connor July 2005 - Present
Kohl Children's Museum August 2007 - June 2009
Accenture 1993 - 2005
Skills
Business Analysis, Equities, Fixed Income, Capital Markets, Derivatives, Hedge Funds, Risk Management, Trading Systems, Strategy
Education
Duke University 1989 — 1993
BA, Economics
Duke Financial Economics Center September 2013 - Present
UBS O'Connor July 2005 - Present
Kohl Children's Museum August 2007 - June 2009
Accenture 1993 - 2005
Skills
Business Analysis, Equities, Fixed Income, Capital Markets, Derivatives, Hedge Funds, Risk Management, Trading Systems, Strategy
Education
Duke University 1989 — 1993
BA, Economics
Sean Conner's UBS O'Connor Experience August 2011 - January 2013
Job Senior Equity Analyst at Satori Investment Partners
Industry Financial Services
Experience
Satori Investment Partners February 2014 - October 2014
UBS O'Connor August 2011 - January 2013
Nuveen Investments September 2006 - August 2011
Waterstone Capital Partners LLC April 2005 - July 2006
Van Kampen Investments June 2000 - September 2003
Skills
Portfolio Management, Equities, Equity Research, Hedge Funds, Alternative Investments, Asset Managment, Investments, Asset Allocation, Valuation, Financial Modeling, Finance, Asset Management, Mutual Funds, Trading, Fixed Income, Series 7, Securities, Bonds, Bloomberg, Equity Valuation, Options, Investment Strategies, Capital Markets
Education
Texas Christian University - M.J. Neeley School of Business 1995 — 1997
MBA, Finance
Texas Tech University 1988 — 1992
BBA, Finance, General
Satori Investment Partners February 2014 - October 2014
UBS O'Connor August 2011 - January 2013
Nuveen Investments September 2006 - August 2011
Waterstone Capital Partners LLC April 2005 - July 2006
Van Kampen Investments June 2000 - September 2003
Skills
Portfolio Management, Equities, Equity Research, Hedge Funds, Alternative Investments, Asset Managment, Investments, Asset Allocation, Valuation, Financial Modeling, Finance, Asset Management, Mutual Funds, Trading, Fixed Income, Series 7, Securities, Bonds, Bloomberg, Equity Valuation, Options, Investment Strategies, Capital Markets
Education
Texas Christian University - M.J. Neeley School of Business 1995 — 1997
MBA, Finance
Texas Tech University 1988 — 1992
BBA, Finance, General
Robert McCarthy, CFA's UBS O'Connor Experience March 2008 - June 2013
Job Managing Director, Senior Analyst, Equity Research at Stifel Financial Corp.
Industry Research
Experience
Stifel Financial Corp. 2014 - Present
UBS O'Connor March 2008 - June 2013
Banc of America Securities May 2006 - February 2008
CIBC World Markets March 2004 - May 2006
Morgan Stanley August 2001 - March 2004
Ing Barings July 1997 - July 1999
Milbank, Tweed, Hadley & McCloy LLP May 1996 - August 1996
Punk Ziegel 1993 - 1993
Skills
Hedge Funds, Equity Research, Equities, Technical Analysis, Capital Markets, Alternative Investments, Valuation, Investment Banking, Bloomberg, Financial Modeling, Fixed Income, Equity Valuation, Investments, Portfolio Management, Asset Managment, Chartered Financial..., Financial Analysis, Mergers & Acquisitions, Mutual Funds, Institutional..., Asset Allocation, Risk Management, Asset Management, General Awesomeness, Awesomeness, Series 7
Education
University of Pennsylvania - The Wharton School 1999 — 2001
M.B.A., Finance
Duke University School of Law 1994 — 1997
J.D., Law
Dartmouth College 1990 — 1994
A.B., English
Deerfield Academy 1987 — 1990
Stifel Financial Corp. 2014 - Present
UBS O'Connor March 2008 - June 2013
Banc of America Securities May 2006 - February 2008
CIBC World Markets March 2004 - May 2006
Morgan Stanley August 2001 - March 2004
Ing Barings July 1997 - July 1999
Milbank, Tweed, Hadley & McCloy LLP May 1996 - August 1996
Punk Ziegel 1993 - 1993
Skills
Hedge Funds, Equity Research, Equities, Technical Analysis, Capital Markets, Alternative Investments, Valuation, Investment Banking, Bloomberg, Financial Modeling, Fixed Income, Equity Valuation, Investments, Portfolio Management, Asset Managment, Chartered Financial..., Financial Analysis, Mergers & Acquisitions, Mutual Funds, Institutional..., Asset Allocation, Risk Management, Asset Management, General Awesomeness, Awesomeness, Series 7
Education
University of Pennsylvania - The Wharton School 1999 — 2001
M.B.A., Finance
Duke University School of Law 1994 — 1997
J.D., Law
Dartmouth College 1990 — 1994
A.B., English
Deerfield Academy 1987 — 1990
Matt Siler's UBS O'Connor Experience 2001 - 2008
Job Analyst at Balyasny Asset Management
Industry Investment Management
Experience
Balyasny Asset Management L.P. September 2014 - Present
Deutsche Bank 2009 - August 2014
UBS O'Connor 2001 - 2008
Skills
Equity Research, Equities, Portfolio Management, Economics, Research, Financial Modeling, Stock Picking, Fundamental Research, Equity Valuation, Hedge Funds, Bloomberg, Investment Banking, Capital Markets, Options, Alternative Investments, Valuation, Asset Management, Derivatives, Fixed Income, Emerging Markets, Private Equity, Bloomberg Terminal, Financial Markets
Education
University of Dayton 1993 — 1997
BS, Finance, Cum Laude
Balyasny Asset Management L.P. September 2014 - Present
Deutsche Bank 2009 - August 2014
UBS O'Connor 2001 - 2008
Skills
Equity Research, Equities, Portfolio Management, Economics, Research, Financial Modeling, Stock Picking, Fundamental Research, Equity Valuation, Hedge Funds, Bloomberg, Investment Banking, Capital Markets, Options, Alternative Investments, Valuation, Asset Management, Derivatives, Fixed Income, Emerging Markets, Private Equity, Bloomberg Terminal, Financial Markets
Education
University of Dayton 1993 — 1997
BS, Finance, Cum Laude
Jim Radke's UBS O'Connor Experience 2000 - 2009
Job Software Developer at Getco LLC
Industry Information Technology and Services
Jason Randolph's UBS O'Connor Experience October 2000 - April 2013
Job Portfolio Manager at TUDOR INVESTMENT CORPORATION
Industry Financial Services
Experience
TUDOR INVESTMENT CORPORATION May 2013 - Present
UBS O'Connor October 2000 - April 2013
Education
Central Michigan University
Business Administration and Management, General
TUDOR INVESTMENT CORPORATION May 2013 - Present
UBS O'Connor October 2000 - April 2013
Education
Central Michigan University
Business Administration and Management, General
Gareth Lyons's UBS O'Connor Experience 1994 - 1998
Job Senior Investment Consultant at Morningstar
Industry Financial Services
Experience
Morningstar Associates, LLC November 2003 - Present
DHK Trading, LLC September 1998 - June 2002
UBS O'Connor 1994 - 1998
Education
University College Dublin 1987 — 1991
B.A., Economics and English.
DePaul University
Certificate in Financial Planning
Christian Brothers College
Morningstar Associates, LLC November 2003 - Present
DHK Trading, LLC September 1998 - June 2002
UBS O'Connor 1994 - 1998
Education
University College Dublin 1987 — 1991
B.A., Economics and English.
DePaul University
Certificate in Financial Planning
Christian Brothers College
Jennifer (Jen) Pape's UBS O'Connor Experience August 2001 - April 2003
Job Investor Relations at Caxton Associates
Industry Financial Services
Experience
Caxton Associates October 2013 - Present
Towers Watson June 2012 - September 2013
UBP Asset Management March 2006 - May 2012
Union Bancaire Privee 2006 - May 2012
UBS Global Asset Management - UBS Alternative Investment Solutions May 2004 - February 2006
Deutsche Bank Securities June 2003 - May 2004
UBS O'Connor August 2001 - April 2003
Skills
Hedge Funds, Alternative Investments, Equities, Asset Managment, Fixed Income, Private Equity, Fund Of Funds, Capital Markets, Portfolio Management, Investments, Derivatives, Valuation, Asset Allocation, Bloomberg, Financial Modeling
Education
University of Chicago 2001 — 2003
Master of Business Administration (MBA), Finance and Economics
American University 1990 — 1994
Bachelor of Science Business Administration, Accounting
Caxton Associates October 2013 - Present
Towers Watson June 2012 - September 2013
UBP Asset Management March 2006 - May 2012
Union Bancaire Privee 2006 - May 2012
UBS Global Asset Management - UBS Alternative Investment Solutions May 2004 - February 2006
Deutsche Bank Securities June 2003 - May 2004
UBS O'Connor August 2001 - April 2003
Skills
Hedge Funds, Alternative Investments, Equities, Asset Managment, Fixed Income, Private Equity, Fund Of Funds, Capital Markets, Portfolio Management, Investments, Derivatives, Valuation, Asset Allocation, Bloomberg, Financial Modeling
Education
University of Chicago 2001 — 2003
Master of Business Administration (MBA), Finance and Economics
American University 1990 — 1994
Bachelor of Science Business Administration, Accounting
Douglas Wagner, CFA's UBS O'Connor Experience September 2001 - January 2003
Job Senior Vice President, Equity Analyst at AllianceBernstein LP
Industry Investment Management
Experience
AllianceBernstein June 2006 - Present
FAF Advisors February 2004 - May 2006
American Express Financial Advisors February 2003 - November 2003
UBS O'Connor September 2001 - January 2003
Lincoln Capital Managment May 1999 - August 2001
Wells Fargo November 1996 - May 1999
NBD June 1992 - October 1996
Skills
Equities, Asset Management, Portfolio Management, Financial Analysis, Investments, Bloomberg, Equity Research, Financial Modeling, Valuation, Banking, Hedge Funds, Financial Services, Alternative Investments, Commercial Banking, Series 7
Education
Washington University in St. Louis - Olin Business School 1990 — 1992
MBA, Finance
University of Missouri-Columbia, College of Business 1984 — 1988
BSBA, Finance and Banking
AllianceBernstein June 2006 - Present
FAF Advisors February 2004 - May 2006
American Express Financial Advisors February 2003 - November 2003
UBS O'Connor September 2001 - January 2003
Lincoln Capital Managment May 1999 - August 2001
Wells Fargo November 1996 - May 1999
NBD June 1992 - October 1996
Skills
Equities, Asset Management, Portfolio Management, Financial Analysis, Investments, Bloomberg, Equity Research, Financial Modeling, Valuation, Banking, Hedge Funds, Financial Services, Alternative Investments, Commercial Banking, Series 7
Education
Washington University in St. Louis - Olin Business School 1990 — 1992
MBA, Finance
University of Missouri-Columbia, College of Business 1984 — 1988
BSBA, Finance and Banking
James Sperling's UBS O'Connor Experience July 2014 - Present
Job Director, Technology Equities at UBS O'Connor
Industry Financial Services
Experience
UBS O'Connor July 2014 - Present
Delivery Investment Group April 2013 - June 2014
SAC Capital November 2004 - March 2013
Skills
Equities, Investments, Portfolio Management, Hedge Funds, Asset Management
Education
Northwestern University 1997 — 2001
Bachelor of Science (BS), Industrial Engineering
UBS O'Connor July 2014 - Present
Delivery Investment Group April 2013 - June 2014
SAC Capital November 2004 - March 2013
Skills
Equities, Investments, Portfolio Management, Hedge Funds, Asset Management
Education
Northwestern University 1997 — 2001
Bachelor of Science (BS), Industrial Engineering
Frank Knapp's UBS O'Connor Experience 2007 - 2008
Job Managing Director at Lone Pine Capital
Industry Financial Services
Experience
Lone Pine Capital 2008 - Present
UBS OConnor 2007 - 2008
Lone Pine Capital 2003 - 2006
Goldman Sachs 1998 - 2003
Schlumberger, Wireline & Testing 1990 - 1996
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1996 — 1998
MBA
Harvard University 1986 — 1990
AB, Physics
St. George's School 1982 — 1986
Lone Pine Capital 2008 - Present
UBS OConnor 2007 - 2008
Lone Pine Capital 2003 - 2006
Goldman Sachs 1998 - 2003
Schlumberger, Wireline & Testing 1990 - 1996
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1996 — 1998
MBA
Harvard University 1986 — 1990
AB, Physics
St. George's School 1982 — 1986
Anthony Lechiara's UBS O'Connor Experience April 1988 - May 2013
Job Equity Agency / Special Handling Trader
Industry Investment Management
Experience
E*TRADE Securities January 2014 - Present
UBS O'Connor April 1988 - May 2013
1st Presbyterian Church, Wheaton 2003 - 2011
ACME Execution and Trading, LLC July 1998 - January 1999
UBS O'Connor April 1988 - June 1998
Kunde Brandt and Associates, LLC May 1987 - March 1988
Continental Bank and Trust February 1985 - April 1987
Skills
Equities, Hedge Funds, Options, Bloomberg, Equity Trading, Portfolio Management, Risk Management, Fixed Income, Trading Systems, Electronic Trading, Derivatives, Capital Markets, Series 7, Alternative Investments, Hedging, Financial Markets, Investments, Quantitative Finance, Quantitative Analytics, Securities, Algorithms, Asset Management, Bonds, Mutual Funds, FX Options, Finance, Market Making, Chartered Financial..., Credit Derivatives, Series 24, ETFs, Emerging Markets, Commodity, FX trading, Equity Valuation, Microsoft Office, Investment Strategies, Proprietary Trading, Market Data, Trading Strategies, Financial Analysis, Investment Management, Microsoft Excel, Swaps, Technical Analysis, Structured Products, Program trading, Block trading
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1986 — 1991
MBA, Business
Miami University 1981 — 1984
BS, Systems Analysis
E*TRADE Securities January 2014 - Present
UBS O'Connor April 1988 - May 2013
1st Presbyterian Church, Wheaton 2003 - 2011
ACME Execution and Trading, LLC July 1998 - January 1999
UBS O'Connor April 1988 - June 1998
Kunde Brandt and Associates, LLC May 1987 - March 1988
Continental Bank and Trust February 1985 - April 1987
Skills
Equities, Hedge Funds, Options, Bloomberg, Equity Trading, Portfolio Management, Risk Management, Fixed Income, Trading Systems, Electronic Trading, Derivatives, Capital Markets, Series 7, Alternative Investments, Hedging, Financial Markets, Investments, Quantitative Finance, Quantitative Analytics, Securities, Algorithms, Asset Management, Bonds, Mutual Funds, FX Options, Finance, Market Making, Chartered Financial..., Credit Derivatives, Series 24, ETFs, Emerging Markets, Commodity, FX trading, Equity Valuation, Microsoft Office, Investment Strategies, Proprietary Trading, Market Data, Trading Strategies, Financial Analysis, Investment Management, Microsoft Excel, Swaps, Technical Analysis, Structured Products, Program trading, Block trading
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1986 — 1991
MBA, Business
Miami University 1981 — 1984
BS, Systems Analysis
David M. Lee's UBS O'Connor Experience June 2000 - December 2009
Job Chief Risk Officer, Alternative Investments, Asset Management at Credit Suisse
Industry Investment Management
Experience
Credit Suisse January 2010 - Present
UBS Global Asset Management June 2003 - December 2009
UBS O'Connor June 2000 - December 2009
UBS Alternative and Quantitative Investments LLC June 2000 - December 2009
The University of Chicago May 2001 - June 2009
UBS Investment Bank August 1994 - June 2000
Skills
Risk Management, Alternative Investments, Hedge Funds, Fund Of Funds, Derivatives, Asset Management, Capital Markets, Due Diligence, Structured Products, Equity Derivatives, Quantitative Finance, Equities, Fixed Income, Portfolio Management, Investment Banking
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.), Finance
Credit Suisse January 2010 - Present
UBS Global Asset Management June 2003 - December 2009
UBS O'Connor June 2000 - December 2009
UBS Alternative and Quantitative Investments LLC June 2000 - December 2009
The University of Chicago May 2001 - June 2009
UBS Investment Bank August 1994 - June 2000
Skills
Risk Management, Alternative Investments, Hedge Funds, Fund Of Funds, Derivatives, Asset Management, Capital Markets, Due Diligence, Structured Products, Equity Derivatives, Quantitative Finance, Equities, Fixed Income, Portfolio Management, Investment Banking
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.), Finance
Stephen Byrne, Jr's UBS O'Connor Experience June 2013 - Present
Job Managing Director at UBS O'Connor
Industry Financial Services
Experience
UBS O'Connor June 2013 - Present
Deutsche Bank July 2010 - September 2012
Goldman Sachs October 2007 - April 2010
Goldman Sachs June 2005 - October 2007
Goldman Sachs November 2000 - June 2005
Goldman Sachs May 1996 - November 2000
Skills
Investment Banking, Fixed Income, Hedge Funds, Alternative Investments, Credit Derivatives, Capital Markets, Structured Products, Trading, Asset Management, Portfolio Management, Investments
Education
Wharton School, University of Pennsylvania 1991 — 1995
Bachelor of Science (BS), Finance and Economics
UBS O'Connor June 2013 - Present
Deutsche Bank July 2010 - September 2012
Goldman Sachs October 2007 - April 2010
Goldman Sachs June 2005 - October 2007
Goldman Sachs November 2000 - June 2005
Goldman Sachs May 1996 - November 2000
Skills
Investment Banking, Fixed Income, Hedge Funds, Alternative Investments, Credit Derivatives, Capital Markets, Structured Products, Trading, Asset Management, Portfolio Management, Investments
Education
Wharton School, University of Pennsylvania 1991 — 1995
Bachelor of Science (BS), Finance and Economics
Greg Sterijevski's UBS O'Connor Experience October 2011 - Present
Job Director at UBS O'Connor
Industry Financial Services
Experience
UBS O'Connor October 2011 - Present
Endeavor Trading June 2009 - September 2010
Infinium Capital Management January 2007 - April 2009
The Options Clearing Corporation January 2006 - January 2007
The SAS Institute November 2003 - December 2005
Skills
Risk Management, Statistics, Econometrics, Strategy, Options, Perl, Financial Risk, Trading Systems, Time Series Analysis, SAS, Quantitative Analytics, C++, Finance, C#, Machine Learning, Software Development, Volatility, Trading, Java, Financial Modeling, Derivatives, HTML, Quantitative Finance, Portfolio Management, Equities, Unix, C, R, Trading Strategies, Cloud Computing, Object Oriented Design, ALM, Equity Derivatives, Bloomberg, Hedge Funds, Electronic Trading, FX Options, Financial Markets, Fixed Income, Commodity, Equity Trading, Capital Markets, Credit Derivatives, Market Risk, Market Data
Education
University of Illinois at Chicago 1996 — 2002
PhD, Economics
University of Illinois at Chicago 1993 — 1996
BS, Economics
Lane Technical High School
UBS O'Connor October 2011 - Present
Endeavor Trading June 2009 - September 2010
Infinium Capital Management January 2007 - April 2009
The Options Clearing Corporation January 2006 - January 2007
The SAS Institute November 2003 - December 2005
Skills
Risk Management, Statistics, Econometrics, Strategy, Options, Perl, Financial Risk, Trading Systems, Time Series Analysis, SAS, Quantitative Analytics, C++, Finance, C#, Machine Learning, Software Development, Volatility, Trading, Java, Financial Modeling, Derivatives, HTML, Quantitative Finance, Portfolio Management, Equities, Unix, C, R, Trading Strategies, Cloud Computing, Object Oriented Design, ALM, Equity Derivatives, Bloomberg, Hedge Funds, Electronic Trading, FX Options, Financial Markets, Fixed Income, Commodity, Equity Trading, Capital Markets, Credit Derivatives, Market Risk, Market Data
Education
University of Illinois at Chicago 1996 — 2002
PhD, Economics
University of Illinois at Chicago 1993 — 1996
BS, Economics
Lane Technical High School
Neal Goss's UBS O'Connor Experience June 2006 - May 2008
Job Trader at Equitec Group
Industry Financial Services
Experience
Equitec Group June 2008 - Present
UBS O'Connor June 2006 - May 2008
Skills
Equities, Market Making, Derivatives, Electronic Trading, Options, Investments, Hedge Funds, Proprietary Trading, Leadership, Trading, Capital Markets, Business Strategy, Private Equity, Portfolio Management, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Finance, Legal Studies
Equitec Group June 2008 - Present
UBS O'Connor June 2006 - May 2008
Skills
Equities, Market Making, Derivatives, Electronic Trading, Options, Investments, Hedge Funds, Proprietary Trading, Leadership, Trading, Capital Markets, Business Strategy, Private Equity, Portfolio Management, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Finance, Legal Studies
Eric White, CPA's UBS O'Connor Experience April 2012 - Present
Job Director Valuation UBS O'Connor LLC
Industry Investment Management
Experience
UBS O'Connor April 2012 - Present
UBS O'Connor May 2008 - April 2012
Ernst & Young August 2005 - May 2008
Skills
Fund Accounting, Fund Administration, Hedge Funds, Auditing, Accounting, Financial Reporting, Valuation, Equity Valuation, Capital Markets, Private Equity
Education
Miami University 2001 — 2005
B.S., Finance, Accounting
UBS O'Connor April 2012 - Present
UBS O'Connor May 2008 - April 2012
Ernst & Young August 2005 - May 2008
Skills
Fund Accounting, Fund Administration, Hedge Funds, Auditing, Accounting, Financial Reporting, Valuation, Equity Valuation, Capital Markets, Private Equity
Education
Miami University 2001 — 2005
B.S., Finance, Accounting
Terry Sloan's UBS O'Connor Experience October 2009 - Present
Job Portfolio Manager at UBS O'Connor
Industry Investment Management
Experience
UBS O'Connor October 2009 - Present
FAF Advisors October 2004 - September 2009
State of Michigan Retirement System August 2001 - September 2004
Skills
Chartered Financial..., Equities, Hedge Funds, Asset Management, Mutual Funds, Commodity, Portfolio Management, Equity Research, Bloomberg, Alternative Investments, Equity Valuation
Education
Michigan State University 1996 — 2001
BA, Finance, Economics
UBS O'Connor October 2009 - Present
FAF Advisors October 2004 - September 2009
State of Michigan Retirement System August 2001 - September 2004
Skills
Chartered Financial..., Equities, Hedge Funds, Asset Management, Mutual Funds, Commodity, Portfolio Management, Equity Research, Bloomberg, Alternative Investments, Equity Valuation
Education
Michigan State University 1996 — 2001
BA, Finance, Economics
Brenda Clarke's UBS O'Connor Experience July 1990 - March 1992
Job National Sales Coordinatator at Zacks Investment Research
Industry Financial Services
Experience
Zacks Investment Research January 2013 - Present
Career Resource Center, Inc. December 2011 - December 2012
National Financial Partners June 2006 - May 2009
Zacks Investment Research January 1992 - October 1996
UBS O'Connor July 1990 - March 1992
Aon Hewitt May 1988 - July 1990
Skills
Investment Advisory, Financial Advisory, MBA, Actuarial Consulting, Long Term Care Insurance, Strategic Planning, Marketing Management, Certified Financial..., Sales Management, Fundraising, Health Care Reform, Philanthropy, Aging in Place, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint
Education
University of Chicago 1991 — 1993
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of Illinois at Urbana-Champaign 1984 — 1988
Bachelor of Science (BS), Mathematics/Finance
Zacks Investment Research January 2013 - Present
Career Resource Center, Inc. December 2011 - December 2012
National Financial Partners June 2006 - May 2009
Zacks Investment Research January 1992 - October 1996
UBS O'Connor July 1990 - March 1992
Aon Hewitt May 1988 - July 1990
Skills
Investment Advisory, Financial Advisory, MBA, Actuarial Consulting, Long Term Care Insurance, Strategic Planning, Marketing Management, Certified Financial..., Sales Management, Fundraising, Health Care Reform, Philanthropy, Aging in Place, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint
Education
University of Chicago 1991 — 1993
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of Illinois at Urbana-Champaign 1984 — 1988
Bachelor of Science (BS), Mathematics/Finance
Sandeep Singal's UBS O'Connor Experience 1999 - 2000
Job Risk Consultant at Citi
Industry Financial Services
Experience
Citi 2015 - Present
Bank of America Merrill Lynch 2009 - 2014
Invista Asset Management 2002 - 2009
Principal Global Investors 2000 - 2002
UBS O'Connor 1999 - 2000
Driehaus Capital Management LLC 1999 - 1999
Lehman Brothers 1997 - 1999
J.P. Morgan 1994 - 1997
KPMG 1992 - 1994
Price Waterhouse Management Consultants 1989 - 1992
Skills
Investments, Alternative Investments, Trading, Risk Management, Hedge Funds, Portfolio Management, Asset Management, Research, Financial Modeling, Capital Markets, Equities, Derivatives, Equity Derivatives, Financial Analysis, Valuation, Market Risk, Financial Risk, Financial Regulation
Education
Drexel University 1987 — 1992
MBA, Investment Management
Rutgers University-New Brunswick 1983 — 1987
BS, Electrical and Computer Engineering
Citi 2015 - Present
Bank of America Merrill Lynch 2009 - 2014
Invista Asset Management 2002 - 2009
Principal Global Investors 2000 - 2002
UBS O'Connor 1999 - 2000
Driehaus Capital Management LLC 1999 - 1999
Lehman Brothers 1997 - 1999
J.P. Morgan 1994 - 1997
KPMG 1992 - 1994
Price Waterhouse Management Consultants 1989 - 1992
Skills
Investments, Alternative Investments, Trading, Risk Management, Hedge Funds, Portfolio Management, Asset Management, Research, Financial Modeling, Capital Markets, Equities, Derivatives, Equity Derivatives, Financial Analysis, Valuation, Market Risk, Financial Risk, Financial Regulation
Education
Drexel University 1987 — 1992
MBA, Investment Management
Rutgers University-New Brunswick 1983 — 1987
BS, Electrical and Computer Engineering
Larry Rubeck's UBS O'Connor Experience May 2004 - March 2005
Job Senior Manager, Strategic Sourcing at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt December 2012 - Present
Aon Hewitt May 2012 - December 2012
Blue Cross Blue Shield Association June 2011 - August 2011
The Claro Group March 2006 - June 2010
BearingPoint Consulting March 2005 - March 2006
UBS O'Connor May 2004 - March 2005
Skills
Strategic Sourcing, Access, Analysis, Cross-functional Team..., Risk Management, Management Consulting, Corporate Finance, Financial Modeling, Finance, Financial Analysis, Investments, Accounting, Negotiation, Strategy
Education
University of Illinois at Urbana-Champaign 2010 — 2012
MBA, Finance
University of Michigan 1998 — 2001
BA, Economics
Aon Hewitt December 2012 - Present
Aon Hewitt May 2012 - December 2012
Blue Cross Blue Shield Association June 2011 - August 2011
The Claro Group March 2006 - June 2010
BearingPoint Consulting March 2005 - March 2006
UBS O'Connor May 2004 - March 2005
Skills
Strategic Sourcing, Access, Analysis, Cross-functional Team..., Risk Management, Management Consulting, Corporate Finance, Financial Modeling, Finance, Financial Analysis, Investments, Accounting, Negotiation, Strategy
Education
University of Illinois at Urbana-Champaign 2010 — 2012
MBA, Finance
University of Michigan 1998 — 2001
BA, Economics
Tolly Tsiamas's UBS O'Connor Experience January 2000 - April 2002
Job FIX Protocol & Electronic Trading Specialist
Industry Computer Software
Experience
Trading Technologies June 2013 - June 2014
Trading Technologies September 2006 - May 2013
Proprietary Owned July 2005 - April 2006
International Futures and Options Associates May 2002 - June 2005
UBS O'Connor January 2000 - April 2002
ABN AMRO Bank N.V. September 1998 - December 1999
Skills
Trading Systems, Electronic Trading, Fixed Income, C#, Test Automation, Market Data, Derivatives, Equity Derivatives, Proprietary Trading, Routing, Exchange Connectivity, Back Office, Low Latency, Technical Analysis, Multithreading, Options, Commodity, Equity Trading, Equities, Hedging, Capital Markets, FX trading, Order Management, Trading, Financial Markets, Foreign Exchange, FX Options, Commodity Markets, Distributed Systems, Interest Rate...
Education
Northern Illinois University - College of Business 2010 — 2014
Masters Certificate, Information Systems
Arizona State University 1996 — 1998
Bachelor's Degree, Information Systems
St Xavier University 1993 — 1996
Associate's Degree, Computer Science
Trading Technologies June 2013 - June 2014
Trading Technologies September 2006 - May 2013
Proprietary Owned July 2005 - April 2006
International Futures and Options Associates May 2002 - June 2005
UBS O'Connor January 2000 - April 2002
ABN AMRO Bank N.V. September 1998 - December 1999
Skills
Trading Systems, Electronic Trading, Fixed Income, C#, Test Automation, Market Data, Derivatives, Equity Derivatives, Proprietary Trading, Routing, Exchange Connectivity, Back Office, Low Latency, Technical Analysis, Multithreading, Options, Commodity, Equity Trading, Equities, Hedging, Capital Markets, FX trading, Order Management, Trading, Financial Markets, Foreign Exchange, FX Options, Commodity Markets, Distributed Systems, Interest Rate...
Education
Northern Illinois University - College of Business 2010 — 2014
Masters Certificate, Information Systems
Arizona State University 1996 — 1998
Bachelor's Degree, Information Systems
St Xavier University 1993 — 1996
Associate's Degree, Computer Science
Ping Xu's UBS O'Connor Experience November 2012 - Present
Job Quantitative Analyst at UBS O'Connor
Industry Capital Markets
Experience
UBS O'Connor November 2012 - Present
VanKar Trading Corporation January 2011 - November 2012
Allston Trading June 2010 - November 2010
Education
Illinois Institute of Technology
Computer Science
Shanghai Jiao Tong University
Electronical Engineering
UBS O'Connor November 2012 - Present
VanKar Trading Corporation January 2011 - November 2012
Allston Trading June 2010 - November 2010
Education
Illinois Institute of Technology
Computer Science
Shanghai Jiao Tong University
Electronical Engineering
Shantanu Agrawal's UBS O'Connor Experience October 2007 - November 2008
Job BlackRock Credit Alpha
Industry Investment Management
Experience
BlackRock March 2014 - Present
PIMCO January 2010 - January 2014
White & Case February 2009 - December 2009
UBS O'Connor October 2007 - November 2008
Credit Suisse March 2005 - August 2007
Miller Buckfire May 2003 - April 2005
Skills
Hedge Funds, Equities, Fixed Income, Capital Markets, Investment Banking, Private Equity, Valuation, Financial Modeling, Alternative Investments, Portfolio Management, Bloomberg, Asset Managment, Investments, Due Diligence, Leveraged Finance, private placements
Education
Columbia University in the City of New York 1999 — 2003
Bachelor of Science (BS), Computer Engineering
BlackRock March 2014 - Present
PIMCO January 2010 - January 2014
White & Case February 2009 - December 2009
UBS O'Connor October 2007 - November 2008
Credit Suisse March 2005 - August 2007
Miller Buckfire May 2003 - April 2005
Skills
Hedge Funds, Equities, Fixed Income, Capital Markets, Investment Banking, Private Equity, Valuation, Financial Modeling, Alternative Investments, Portfolio Management, Bloomberg, Asset Managment, Investments, Due Diligence, Leveraged Finance, private placements
Education
Columbia University in the City of New York 1999 — 2003
Bachelor of Science (BS), Computer Engineering
Paul Tumaneng's UBS O'Connor Experience March 2011 - November 2011
Job Software Engineer at Mathworks
Industry Computer Software
Experience
Mathworks November 2011 - Present
UBS O'Connor March 2011 - November 2011
Skills
c++, linux, matlab, simulink, Simulink, Matlab, C++, Linux, C
Education
Illinois Institute of Technology 2005 — 2010
Ph.D., Physics
University of Illinois at Chicago 2002 — 2005
M.S., Physics
University of Illinois at Urbana-Champaign 1998 — 2001
B.S., Physics, Astronomy, Mathematics
Mathworks November 2011 - Present
UBS O'Connor March 2011 - November 2011
Skills
c++, linux, matlab, simulink, Simulink, Matlab, C++, Linux, C
Education
Illinois Institute of Technology 2005 — 2010
Ph.D., Physics
University of Illinois at Chicago 2002 — 2005
M.S., Physics
University of Illinois at Urbana-Champaign 1998 — 2001
B.S., Physics, Astronomy, Mathematics
Christopher Noll's UBS O'Connor Experience 2001 - 2012
Job Investment Management Professional
Industry Investment Management
Experience
Castleark Management LLC January 2014 - Present
UBS O'Connor 2001 - 2012
Skills
Equities, Trading, Portfolio Management, Investments, Securities, Options, Electronic Trading, Derivatives, Valuation, Financial Analysis, Bloomberg, Alternative Investments, Hedge Funds, Asset Management, Equity Research, Fixed Income
Education
The Ohio State University 1997 — 2001
Bachelor of Science (BS), Finance, General
Castleark Management LLC January 2014 - Present
UBS O'Connor 2001 - 2012
Skills
Equities, Trading, Portfolio Management, Investments, Securities, Options, Electronic Trading, Derivatives, Valuation, Financial Analysis, Bloomberg, Alternative Investments, Hedge Funds, Asset Management, Equity Research, Fixed Income
Education
The Ohio State University 1997 — 2001
Bachelor of Science (BS), Finance, General
Semi Gogliormella's UBS O'Connor Experience January 2007 - Present
Job Business Manager at UBS O'Connor
Industry Financial Services
Experience
UBS O'Connor January 2007 - Present
UBS ALTERNATIVE & QUANTITATIVE INVESTMENTS, L.L.C., 2007 - Present
Ernst & Young October 2000 - October 2002
Skills
Asset Management, Alternative Investments, Equities, Hedge Funds, Fund Of Funds
Education
Georgetown University 2003 — 2006
Doctor of Law (J.D.)
Fordham University 1995 — 2000
Bachelor of Arts (BA), Accounting
st. eugene 1986 — 1991
UBS O'Connor January 2007 - Present
UBS ALTERNATIVE & QUANTITATIVE INVESTMENTS, L.L.C., 2007 - Present
Ernst & Young October 2000 - October 2002
Skills
Asset Management, Alternative Investments, Equities, Hedge Funds, Fund Of Funds
Education
Georgetown University 2003 — 2006
Doctor of Law (J.D.)
Fordham University 1995 — 2000
Bachelor of Arts (BA), Accounting
st. eugene 1986 — 1991
Katherine Chairez's UBS O'Connor Experience August 2014 - Present
Job Director, Execution and Electronic Trading Specialist at UBS O'Connor
Industry Financial Services
Experience
UBS O'Connor August 2014 - Present
Citadel LLC May 2011 - August 2013
Goldman Sachs February 2005 - May 2011
Goldman Sachs July 2002 - February 2005
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2004 — 2005
Master of Science (MS), Financial Engineering
Columbia University - Fu Foundation School of Engineering and Applied Science 1998 — 2002
Bachelor of Science (BS), Operations Research
UBS O'Connor August 2014 - Present
Citadel LLC May 2011 - August 2013
Goldman Sachs February 2005 - May 2011
Goldman Sachs July 2002 - February 2005
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2004 — 2005
Master of Science (MS), Financial Engineering
Columbia University - Fu Foundation School of Engineering and Applied Science 1998 — 2002
Bachelor of Science (BS), Operations Research
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY