UBS- Paine Webber

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UBS- Paine Webber Employees

Employee
Years
Job
Industry
Edward J. Fink Edward J. Fink Middleton, Wisconsin Details
Edward J. Fink's UBS- Paine Webber Experience July 1999 - June 2006
Job Vice President, Senior Financial Advisor at Integrity Wealth Advisors, Ltd.
Industry Financial Services
Experience
Integrity Wealth Advisors, Ltd.   June 2009 - Present
Statehouse Investments, LLC   May 2006 - June 2009
UBS - Paine Webber  July 1999 - June 2006
US Bancorp - Piper Jaffray  June 1987 - July 1999
Blunt, Ellis & Loew - Kemper Securities   June 1984 - June 1987
Fink and Fink Law Firm   1971 - 1984

Skills
Financial Advisory, Insurance, Retirement Planning, Asset Allocation, Wealth Preservation..., Investments, 401k Rollovers, Mutual Funds, College Education..., Strategic Investment...

Education
Marquette University
Juris Doctoris Degree, Law

Syracuse University
Master of Science (M.S.), Television-Radio

St. Norbert College
Bachelor of Science (B.S.), Speech Communication

Liane Fisher Liane Fisher Greater New York City Area Details
Liane Fisher's UBS- Paine Webber Experience 2000 - 2002
Job Partner at Serrins Fisher LLP
Industry Law Practice
Experience
Serrins Fisher LLP   May 2012 - Present
Liane Fisher Law PLLC   December 2009 - July 2012
Jackson Lewis LLP  October 2006 - November 2009
Queller Fisher Dienst Serrins Washor and Kool   July 2005 - September 2006
UBS Paine Webber  2000 - 2002

Skills
Employment Law, Litigation, Mediation, Legal Writing, Arbitration, Discrimination, Courts, Trials, Employment Contracts, Alternative Dispute..., Depositions, Human Resources, Policy, Training, Employee Handbooks, Legal Research, Wage & Hour

Education
Brooklyn Law School   2002 — 2005
J.D., Law

The George Washington University - School of Business
BBA, cum laude, Business and Finance

United Nations International School, New York City
High School Diploma, 12

Greg Templeton Greg Templeton Spokane, Washington Details
Greg Templeton's UBS- Paine Webber Experience July 2000 - August 2001
Job VP, Home Lending Residential Regional Manager at Umpqua Bank
Industry Banking
Experience
Umpqua Bank  Branch ManagerSterling BankNovember 2010 - May 2014
Prime Lending  July 2009 - November 2010
National City Mortgage  August 2008 - July 2009
GMAC Mortgage  March 2003 - August 2008
Merrill Lynch  August 2001 - March 2003
UBS Paine Webber  July 2000 - August 2001
Old Kent Bank/Republic Mortgage   March 1999 - April 2000
Premier Mortgage Northwest   December 1997 - March 1999
Custodial Supply Company   August 1996 - August 1998
Peirone Produce Company   May 1986 - July 1996

Skills
Mortgage Lending, Loans, Finance, Residential Homes, Sales, Credit, Banking, FHA, Loan Origination, Mortgage Banking, Residential Mortgages, Refinance, Credit Analysis, Commercial Lending, Consumer Lending

Education
Eastern Washington University   1989 — 1991
Bachelor's Degree, Radio Television Production

Spokane Falls Community College   1984 — 1986
Associate's Degree

Annette Mahoney Annette Mahoney Greater Los Angeles Area Details
Annette Mahoney's UBS- Paine Webber Experience October 2002 - February 2003
Job Project Coordinator at Pace
Industry Management Consulting
Experience
Pace  September 2015 - Present
KitchenNette   June 2015 - Present
Self-Employed  April 2015 - September 2015
FirstLight HomeCare of West Los Angeles   October 2012 - April 2015
Applied Fire Safety, Inc.   January 2007 - December 2012
Harvey & Company LLC  August 2003 - December 2008
World Trade Centers Association  July 2003 - August 2003
UBS Paine Webber  October 2002 - February 2003
Glen Ivy  July 1997 - August 2001

Skills
Project Management, Program Management, Management, Strategic Planning, Business Development, Strategy, Budgets, New Business Development, Contract Negotiation, Operations Management, Operational Efficiency, Process Improvement, Business Strategy, Operational Planning, Problem Solving, Financial Modeling, Forecasting, Training, Instructional Manuals, Instructional Writing, Microsoft Office, Microsoft Excel, PowerPoint, Mergers & Acquisitions, Market Research, Private Equity, Mergers, Financial Analysis, Portfolio Management, Business Valuation, Customer Service, Interpersonal..., Quality Assurance, Human Resources, Healthcare, Information Technology, CRM Databases, Talent Management, AutoCAD, HTML, HTML5, CSS, CSS3, MySQL, TQM, CRM, Team Building, JIRA, Confluence, Product Management

Education
California State University-Long Beach - College of Business Administration   2001 — 2004
Bachelor of Science (B.S.), International Business & Finance; Business Economics, 3.28

Riverside Community College   1998 — 2000
Associate of Arts & Associate of Science, General Studies, 3.37

General Assembly

Santa Monica College
Computer Science

Todd Armstrong Todd Armstrong Houston, Texas Area Details
Todd Armstrong's UBS- Paine Webber Experience February 2000 - February 2002
Job Regional Sales Director at MDS Energy Development, LLC
Industry Oil & Energy
Experience
MDS Energy Development, LLC   February 2015 - Present
Hard Rock Exploration   October 2013 - Present
Aztec Oil & Gas   December 2008 - August 2013
Black Diamond Energy, Inc.   February 2002 - December 2008
UBS Paine Webber  February 2000 - February 2002
Boise Cascade  1995 - 1999
Delhi Gas Pipeline  1990 - 1995

Skills
Investments, Alternative Investments, New Business Development, Series 7, Series 63, Sales, Analysis, Strategic Financial..., Marketing, Financial Advisory, Investment Strategies, Investment Advisory, Risk Management, Asset Allocation, Finance, Account Management, Business Development, Customer Service, Public Speaking, Hedge Funds, Human Resources, Oil & Gas Industry

Education
Stephen F. Austin State University
Bachelor Science, Petroleum Geology

Doug OConnell Doug OConnell Greater Chicago Area Details
Doug OConnell's UBS- Paine Webber Experience May 2002 - March 2004
Job CFP® , Vice President, Wealth Management at Fifth Third Securities SW Florida & NW Chicago
Industry Financial Services
Experience
Fifth Third Securities  January 2010 - Present
Citi Smith Barney  March 2004 - January 2010
UBS Paine Webber  May 2002 - March 2004

Education
Northwestern University   2011 — 2012
Certified Financial Planner™ Professional, Financial Planning and Services

Keller Graduate School of Management of DeVry University   1996 — 1997
Master of Business Administration (MBA), Marketing, Honors

San Francisco State University   1979 — 1981
Bachelor of Science (BS), Computer Software Engineering

Shane Faunce Shane Faunce Tampa/St. Petersburg, Florida Area Details
Shane Faunce's UBS- Paine Webber Experience July 1998 - September 2001
Job Boat & Yacht Broker at Tampa Yacht Sales
Industry Maritime
Experience
Tampa Yacht Sales   July 2002 - Present
Galati Yachts   October 2010 - December 2013
Gulfeagle Supply  October 2008 - December 2010
MarineMax  July 2002 - October 2008
Omni Financial  September 2001 - July 2002
UBS - Paine Webber  July 1998 - September 2001
Mountain Air Country Club  August 1996 - June 1998
Southwestern Company  March 1993 - September 1996

Skills
Sales Management, Sales Process, Customer Relations, Vendor Relations, Contract Negotiation, Direct Sales, Budgeting, Event Management, Customer Service, Budgets, Yachting, Boat, Boating, Sales, Selling, Negotiation, Team Building, Maritime, Leadership, Advertising, New Business Development, Sailing, Retail, Cold Calling, Management, Email Marketing, Marketing, Logistics, Marketing Strategy, Sales Operations, CRM, Purchasing, Strategic Partnerships, Operations Management, Account Management, Pricing, Strategic Planning, Navigation, International Sales, Fishing, Brokerage, Marinas, Ports, Charter, Shipping, Cruises, Ocean, Luxury Lifestyle, Diving, Maritime Operations

Education
Florida State University - College of Business   1990 — 1994
BS, Finance & Marketing

Rob Baker Rob Baker New York, New York Details
Rob Baker's UBS- Paine Webber Experience November 2000 - June 2001
Job Managing Director at Guggenheim Partners
Industry Real Estate
Experience
Guggenheim Partners  June 2011 - Present
Artemis LLC   April 2009 - July 2011
Credit Suisse  June 2001 - June 2009
UBS Paine Webber  November 2000 - June 2001
PaineWebber  April 1997 - November 2000
Fitch Ratings  March 1993 - April 1997
Mutual of New York  February 1985 - March 1993

Education
New York University

University of Vermont

Jonathan Wykoff Jonathan Wykoff Houston, Texas Area Details
Jonathan Wykoff's UBS- Paine Webber Experience January 2003 - February 2003
Job Marketing Manager
Industry Human Resources
Experience
Wykoff Consulting   January 2010 - Present
The Dump  November 2009 - Present
The Dump  November 2009 - Present
Nasser Cardiology   September 2008 - Present
Houston Independent School DistrictSpring 2009   January 2009 - May 2009
Locke Liddell & Sapp LLP  May 2005 - August 2005
UBS Paine Webber  January 2003 - February 2003
Office of Mayor Lee P. Brown   May 2001 - August 2001

Education
Southern Methodist University
Bachelor of Arts, Markets and Culture

Steven Hollenkamp Steven Hollenkamp Greater New York City Area Details
Steven Hollenkamp's UBS- Paine Webber Experience May 2003 - August 2004
Job Cocktail Caviar Brands
Industry Higher Education
Experience
Cocktail Caviar Brands   September 2012 - Present
FBR Capital Markets  May 2011 - November 2012
Center on Budget and Policy Priorities  May 2010 - July 2010
Greenpeace  June 2006 - July 2007
Merrill Lynch  May 2005 - October 2006
UBS Paine-Webber  May 2003 - August 2004

Skills
Economics, Financial Modeling, Microsoft Excel, Policy, Leadership, Data Analysis, Valuation, Fundraising, Research

Education
Columbia University, School of International and Public AffairsNew   2009 — 2011
Masters, Public Administration

National University of Singapore, Lee Kuan Yew School of Public Policy   2009 — 2011
Masters, Public Policy

University of Florida - Warrington College of Business Administration   2002 — 2006
Bachelor of Arts, Finance

Durant High School

Angie Chau Angie Chau San Francisco Bay Area Details
Angie Chau's UBS- Paine Webber Experience 1997 - 1999
Job Executive Recruiter
Industry Staffing and Recruiting
Experience
Chartwell Partners  January 2012 - Present
Russell Reynolds Associates  May 2007 - December 2011
AppleOne a subsidiary of Howroyd Group   2006 - 2007
The British Corner Institute (Italy)   2005 - 2007
University of California, Davis  2003 - 2005
Kauai Magazine   2000 - 2003
UBS Paine Webber  1997 - 1999

Skills
Talent Management, Executive Search, Talent Acquisition, Recruiting, Healthcare Information..., Healthcare, Leadership Development, Interviews, Start-ups, Strategy, Management, Program Management, Technical Recruiting, Finance, Team Building, Executive Management, Management Consulting, Consulting, Business Development, New Business Development, Analysis, Business Strategy, CRM, Public Speaking, Human Resources, Organizational..., Process Improvement, Entrepreneurship, Sourcing, Search, Executive Coaching, Applicant Tracking..., Professional Services, Employee Benefits, Onboarding, College Recruiting, Training, Mergers & Acquisitions, Employee Relations, Financial Services, Vendor Management, Strategic Planning, Change Management, Organizational Design, Cold Calling, Staff Development, Personnel Management, HR Consulting, Performance Management, Internet Recruiting

Education
University of California, Berkeley
BA, Interdisciplinary Studies- Southeast Asia Culture and Political Economy

University of California, Davis   2003 — 2005
MA, English Literature, Creative Writing

Santa Rosa High

F. William Van Kirk Jr. F. William Van Kirk Jr. Gulfport, Mississippi Details
F. William Van Kirk Jr.'s UBS- Paine Webber Experience 2000 - 2003
Job LPL Registered Principal
Industry Financial Services
Experience
Van Kirk Wealth Advisors   2014 - Present
Stifel Financial Corp.  2008 - 2014
UBS  2003 - 2008
UBS Paine Webber  2000 - 2003

Education
Georgia Institute of Technology

Lynda DeCarlo Lynda DeCarlo Greater New York City Area Details
Lynda DeCarlo's UBS- Paine Webber Experience April 1997 - June 2002
Job Retired At Last
Industry Law Practice
Experience
Retired  August 2009 - Present
Herbert & Weiss, Attorneys at Law   November 2004 - August 2009
UBS Paine Webber  April 1997 - June 2002
Petrie Stores Corp  1990 - 1996

Skills
Legal Research, Customer Service, Criminal Law, Pleadings, Courts, Westlaw, Litigation Support, Litigation, Legal Writing, Notary Public, Legal Assistance, Civil Litigation, Termination of Parental..., Criminal Procedure, Felonies, Cite Checking, Executive Management, Drug Cases, Expungement, Dispute Resolution, Commercial Litigation, Trials, Legal Documents, Legal Issues, Wordperfect, Appeals

Education
Bergen Community College
Criminal Justice

Craig Novy Craig Novy Houston, Texas Area Details
Craig Novy's UBS- Paine Webber Experience January 2000 - January 2001
Job Chase Investment Services Corp.
Industry Investment Banking
Experience
Chase Investment Services Corp.  August 2010 - Present
Edward Jones Investments  June 2009 - June 2010
First National Capital Lending Finance Company - Oil &Gas   May 2008 - June 2009
Novy Investments, Inc   March 2001 - April 2008
UBS Paine Webber  January 2000 - January 2001
American Express Financial Advisors  January 1997 - January 2000

Education
University of Houston   1990 — 1994
B.A., Business Management

Garrett McDaniel Garrett McDaniel Greater Philadelphia Area Details
Garrett McDaniel's UBS- Paine Webber Experience August 1997 - February 2001
Job Chief Marketing Officer at The Gottlieb Organization
Industry Financial Services
Experience
The Gottlieb Organization   April 2014 - Present
Summit Alliance Executive Benefits, LLC   May 2011 - July 2013
Clark Consulting  February 2010 - June 2011
Newport Group   2005 - 2010
Benefits Group WorldWide   April 2001 - April 2005
UBS Paine Webber  August 1997 - February 2001
UBS Wealth Management  1998 - 2001
Kidder Peabody & Co.   1981 - 1994
Kidder Peabody & Co.   1981 - 1994
Kidder Peabody & Co.   1981 - 1994

Skills
Finance, Fixed Income, Series 6, Investments, Series 65, Sales, Equities, Mutual Funds, Asset Management, IRAs, Asset Allocation, Series 7, Executive Management, Investment Strategies, Management, 401k, Retirement, Hedge Funds, Portfolio Management, Wealth Management, Estate Planning, Fixed Annuities, Investment Advisory, Options, Retirement Planning, Insurance, Uniform Combined State..., Financial Modeling, Alternative Investments, FINRA, Pensions, Securities, Financial Services, Financial Analysis, Risk Management, Life Insurance, Executive Pay, Retirement Plan..., Process Improvement, Disability Insurance, Series 24, Business Analysis, Strategic Financial..., Deferred Compensation, Series 63, Business Planning, Employee Benefits, Due Diligence, Relationship Management, Defined Benefit

Education
Assumption College   1965 — 1969
Bachelor of Arts (B.A.), Economics

Tamara Gomez Vargas Tamara Gomez Vargas Greater New York City Area Details
Tamara Gomez Vargas's UBS- Paine Webber Experience 2000 - 2002
Job Senior Project Manager
Industry Financial Services
Experience
CNBC  April 2015 - Present
Western Union Financial Services - Electronic Payments   March 2013 - March 2015
Western Union Financial Services - Electronic Payments   2011 - 2013
Western Union Financial Services - Electronic Payments   2010 - 2011
Western Union Financial Services - Electronic Payments   2006 - 2010
Western Union/First Data Corp.   2004 - 2006
eCommerce Group/First Data Corporation   2002 - 2004
UBS/ Paine Webber  2000 - 2002

Education
Florida International University   1996 — 2000
Bachelor of Business Administration (B.B.A.)

Irv Nudelman, CFP® Irv Nudelman, CFP® Greater Philadelphia Area Details
Irv Nudelman, CFP®'s UBS- Paine Webber Experience July 2001 - April 2002
Job Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard  October 2013 - Present
Vanguard  September 2011 - October 2013
Vanguard  April 2002 - September 2011
UBS Paine Webber  July 2001 - April 2002
Charles Schwab  August 2000 - May 2001
Alan Advertising Company   September 1992 - January 2000
Noo's Pizza & Hoagies   July 1987 - March 1994

Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Asset Allocation, Investment Management, FINRA, Retirement, 401k, Wealth Management, ETFs, Investments, Investment Advisory, Investment Strategies, IRAs, Asset Management, Securities, Financial Services, Finance, Strategic Financial..., Financial Advisory, Portfolio Management, Series 65, Certified Financial..., Estate Planning, Relationship Management, Fixed Income, High Net Worth..., 401k Rollovers, Roth IRA

Education
Drexel University
MBA

Penn State University
BS

Arizona State University
NonDegree Candidate

Dennis Shannon Dennis Shannon Greater Pittsburgh Area Details
Dennis Shannon's UBS- Paine Webber Experience 1979 - 1989
Job Regional Director of Fresh at ESM Ferolie
Industry Marketing and Advertising
Experience
ESM Ferolie  October 2012 - Present
ESM Ferolie  June 1996 - Present
Shannon Financial Service Group   April 1989 - June 1996
UBS Paine Webber  1979 - 1989

Skills
Market Planning, Sales Management, Direct Sales, Team Leadership, Team Building, New Business Development, Strategy, Management Consulting, Project Planning, Sales Presentations, Consumer Products, P&L Management, Business Planning, Strategic Partnerships, Competitive Analysis, Cross-functional Team..., Market Analysis, Product Management, P&L, Marketing Management, Key Account Management, Sales Operations, Brand Development, Contract Negotiation, Pricing, Market Research

Education
Robert Morris University   1979 — 1981
Graduate School of Business

Robert Morris University   1974 — 1977
BSBA, Economics

Madeleine Isenberg Madeleine Isenberg Beverly Hills, California Details
Madeleine Isenberg's UBS- Paine Webber Experience July 2001 - January 2003
Job Software Engineer/Project Manager, Retired
Industry Research
Experience
Self  November 2000 - Present
Northrop Grumman Corporation  November 2006 - May 2007
Boeing  April 2005 - December 2005
DreamHammer  February 2003 - January 2005
UBS Paine Webber  July 2001 - January 2003
Litton and Litton/PRC, later acquired by Northrop Grumman   July 1998 - October 2000
Northrop Grumman Corporation  July 1979 - June 1998

Skills
Research, Microsoft Office, Process Analysis, Technical Writing, Analysis, Proposal Writing, Writing, Languages, Presentations, Total Quality...

Education
Technion - Israel Institute of Technology
Almost Master of Science (MSc) -- all but thesis, Computer Science

UCLA
Bachelor of Arts (BA), Mathematics

Scott Krelle Scott Krelle Orange County, California Area Details
Scott Krelle's UBS- Paine Webber Experience 1999 - 2002
Job CEO at Advantage Mortgage
Industry Real Estate
Experience
Advantage Mortgage  2003 - Present
UBS Paine Webber  1999 - 2002

Skills
Loans, Investment Properties, Mortgage Lending, FHA, Commercial Lending, Investments, Residential Mortgages, Mortgage Banking, Loan Origination, Referrals, Credit, Refinance

Education
University of California, Santa Barbara
BA, ECONOMICS

Michael Dorn Michael Dorn Utica, New York Area Details
Michael Dorn's UBS- Paine Webber Experience February 2000 - February 2001
Job Program Manager at TECT Power in Whitesboro, NY
Industry Aviation & Aerospace
Experience
TECT Power  July 2014 - Present
TECT Power  January 2014 - June 2014
TECT Power  March 2013 - December 2013
SRC Tec Inc.   July 2010 - February 2013
Lockheed Martin  July 2007 - May 2010
RBS Greenwich Capital  May 2001 - July 2007
UBS Paine Webber  February 2000 - February 2001

Skills
Program Management, Fixed Income, Risk Management, Earned Value Management, Trading, Financial Analysis, Proposal Writing, Financial Modeling, CRM, Finance, Process Improvement, Government Contracting, Analysis, Cross-functional Team..., Bloomberg

Education
College of Mount Saint Vincent   1997 — 2000
BS, Finance

Mike Lowell Mike Lowell Orange County, California Area Details
Mike Lowell's UBS- Paine Webber Experience 1999 - 2001
Job Managing Director at B.Riley & Co.
Industry Financial Services
Experience
B.Riley & Co.   June 2004 - Present
The Seidler Companies  2001 - 2004
UBS Paine Webber  1999 - 2001
Autobytel, Inc.   1995 - 1999
Pacific Diversified Capital   1987 - 1995
Ducommun Aerostructures  May 1983 - June 1987

Skills
Corporate Finance, Business Valuation, Corporate Development, Finance, Equities, Mergers & Acquisitions, Due Diligence, Business Development, Private Equity, Financial Modeling, Public Equity Offerings

Education
University of San Diego   1981 — 1983
MBA

John R. Garibaldi John R. Garibaldi San Francisco Bay Area Details
John R. Garibaldi's UBS- Paine Webber Experience April 2002 - July 2002
Job Vice President & General Counsel at PLUM, Inc.
Industry Law Practice
Experience
PLUM Lending   January 2015 - Present
Nixon Peabody LLP  October 2007 - January 2015
Nixon Peabody LLP  May 2006 - August 2006
Hawaii Intermediate Court of Appeals, Judicial Externship   June 2005 - August 2005
MP Financial   August 2002 - May 2003
UBS Paine Webber  April 2002 - July 2002

Skills
Real Estate, Mergers, Loans, Restructuring, Real Estate Investment, Real Estate Transactions, Real Estate Financing, Leasing, Joint Ventures, Real Estate Development, Investment Properties, Acquisitions, Mergers & Acquisitions, Corporate Law, Commercial Real Estate, Portfolio Management, Bankruptcy, Foreclosures

Education
University of California, Hastings College of the Law   2004 — 2007
J.D.

University of California, Los Angeles   1999 — 2003
B.A., Political Science

Università degli Studi di Firenze   2001 — 2001

Saint Francis High School   1995 — 1999

Gwendolyn Cornwell, MA, PHR Gwendolyn Cornwell, MA, PHR Oakland, California Details
Gwendolyn Cornwell, MA, PHR's UBS- Paine Webber Experience August 1999 - May 2000
Job Director Human Resources at Ann Martin Center
Industry Human Resources
Experience
Ann Martin Center  July 2015 - Present
Ann Martin Center  January 2014 - June 2015
Califorinia Institute of Integral Studies   August 2005 - January 2014
California Institute of Integral Studies  September 2008 - August 2009
California Institute of Integral Studies  August 2005 - September 2008
UBS Paine Webber  August 1999 - May 2000
Federal Home Loan Bank of San Francisco  January 1997 - August 1998
Metropolis Publications   September 1995 - February 1997

Skills
Employee Relations, Training, Leadership Development, Recruiting, Succession Planning, Organizational..., Onboarding, Change Management, Management, Human Resources, Leadership, HRIS, Employee Benefits, Personnel Management, Employment Law, Employee Training, Staff Development, Organizational Design, Hiring, New Hire Orientations

Education
PHR Certification   2008 — 2017

Notre Dame de Namur University   1997 — 2001
MA, Counseling Psychology

California State University-Northridge
BA, Counseling Psychology

Edward C. Smith, CFP®, MBA Edward C. Smith, CFP®, MBA Waltham, Massachusetts Details
Edward C. Smith, CFP®, MBA's UBS- Paine Webber Experience 1999 - 2001
Job Wealth Management Advisor at DCU Financial
Industry Financial Services
Experience
Team Red, White & Blue   August 2015 - Present
DCU Financial   2005 - Present
Johnson & Wales University  March 2004 - June 2008
Oceanstate Financial   2001 - 2005
UBS Paine Webber  1999 - 2001
United States Marine Corps  February 1991 - February 1995

Skills
Strategic Financial..., Team Building, Project Management, Leadership Development, Curriculum Design, Leadership, Conflict Resolution, Business Analysis, Training, Management, Sales Operations, Portfolio Management, Wealth Management, Insurance, Investments, Series 7, Finance, Financial Services, Securities, Retirement

Education
Boston University   2011 — 2013
Executive MBA

Johnson and Wales University   1995 — 1998
Bachelor of Science (B.S.), Entrepreneurship

CHARIHO High School   1987 — 1990

Glenn Gamboa Glenn Gamboa Fords, New Jersey Details
Glenn Gamboa's UBS- Paine Webber Experience 1989 - 2001
Job Market Supervisor at OTG
Industry Retail
Experience
OTG (Newark Airport)   September 2014 - June 2015
Hudson Group  April 2013 - September 2014
Macy's  August 2012 - April 2013
Self-Employed  April 2011 - August 2012
Planet Fitness  2010 - 2011
PNC Bank  2008 - 2009
Morgan Funding Corp   2003 - 2008
Jaguar Cars Corporate Office   2001 - 2003
UBS Paine Webber  1989 - 2001

Skills
Great communications..., Great Motivator, great customer service..., great educator, Nutrition, Lifestyle, Sales, Selling, Retail Sales, Visual Merchandising, Team-oriented, Cashiering, Store Management, Goal Oriented, Highly detail oriented, Highly motivated..., Friendly Personality, Merchandising, Loss Prevention

Education
Saint Peter's University   1986 — 1989
Psychology

Terri Anna Maria Giorgio Terri Anna Maria Giorgio North Palm Beach, Florida Details
Terri Anna Maria Giorgio's UBS- Paine Webber Experience October 1999 - December 2001
Job Financial Professional Associate at Prudential Financial
Industry Investment Management
Experience
Prudential Financial  May 2013 - Present
Legal Approach   March 2010 - Present
Ameriprise Financial Services, Inc.   November 2007 - March 2010
Wachovia Securities Financial Network  January 2006 - November 2007
Janney Montgomery Scott LLC  January 2001 - January 2006
UBS Paine Webber  October 1999 - December 2001
J.B. Hanauer & Co.   August 1996 - December 1999
Legal Approach   February 1996 - December 1998
Becker & Poliakoff, P.A.   August 1994 - December 1996
Proskauer Rose LLP  September 1991 - September 1994

Skills
Investments, Wealth Management, Alternative Investments, Portfolio Management, Investment Strategies, Equities, Insurance, Marketing, Asset Management, Trusts, Trustee, Charitable Trusts, Charities, Options, Non-profit Leadership, Animal Welfare, International Law, Marketing Strategy, Private Banking, Hedge Funds, Fixed Income, Retirement Planning, Precious Metals, Foreign Currency, Technical Analysis, Equity Research, Capital Markets, Venture Capital, Finance, Securities, Mutual Funds, Asset Allocation, Series 63, Series 7, Financial Advisory, Investment Management, Investment Advisory, Wealth, Estate Planning, Retirement, Business Development, Networking, Direct Sales, Startup Development, Creative Solutions, 401k, Financial Services, Financial Planners, Strategic Financial..., FINRA

Education
Florida Atlantic University   1990 — 1994
Bachelor of Science (BS), International Business

Harvard Business School   1989 — 1992
Bachelor of Science (BS), Political Science and Government

Jonathan E Mitchell Jonathan E Mitchell Austin, Texas Area Details
Jonathan E Mitchell's UBS- Paine Webber Experience 1999 - 2001
Job Financial Professional in Financial Analysis, Quality Control and Commercial/Residential Lending
Industry Banking
Experience
Embrace Home Loans  May 2006 - Present
Town of Foster, RI   July 2005 - February 2006
Edward Jones  2003 - 2005
Bank Rhode Island  2001 - 2003
UBS Paine Webber  1999 - 2001
First International Bank  1998 - 1999
Fleet Bank  1993 - 1998

Skills
Financial Analysis, Mortgage Lending, Direct Sales, Loans, Investments, Strategic Financial..., Managerial Finance, Credit, Portfolio Management, FHA, Finance, Mortgage Banking, Banking, Loan Origination, Insurance, Underwriting, Management, Team Building, Refinance, Budgets, Customer Service, USDA, Leadership, Real Estate, Commercial Lending, Credit Analysis, Residential Mortgages, FHA financing, Investment Properties, Credit Risk, Government Loans, VA loans, Mortgage Underwriting, Analysis, Commercial Mortgages, Construction Loans, FHA Financing, VA Loans, Financial Planning

Education
University of Rhode Island - College of Business Administration   1983 — 1987
B.S. Business Administration, Major: Finance, Minor: Economics

Mount St. Charles Academy   1977 — 1983
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program

Gerald Norris CFP®, CIMA®, CRPC® Gerald Norris CFP®, CIMA®, CRPC® Greater Detroit Area Details
Gerald Norris CFP®, CIMA®, CRPC®'s UBS- Paine Webber Experience January 1989 - December 2004
Job Financial AdvisorSenior Vice President Wealth Management with Norris Wealth Management Group at UBS
Industry Financial Services
Experience
UBS Wealth Management  January 1989 - Present
UBS Wealth Management  January 1989 - December 2007
UBS Wealth Management  January 2000 - June 2006
UBS Paine Webber  January 1989 - December 2004
PaineWebber  January 1989 - December 2000
Smith Barney Brokerage Firm  January 1981 - December 1988

Education
Ferris State University   1973 — 1978
Bachelor of Science; Associates, Pharmacy, Business

Nico R. Willis Nico R. Willis Phoenix, Arizona Area Details
Nico R. Willis's UBS- Paine Webber Experience February 1996 - February 2000
Job CEO at NetWorth Services, Inc.
Industry Information Technology and Services
Experience
NetWorth Services, Inc.   January 1997 - Present
UBS Paine Webber  February 1996 - February 2000
Prudential Securities  March 1992 - February 1996

Skills
Executive Management, Mergers, New Business Development, Contract Negotiation, Management, Risk Management, Auditing, Financial Analysis, Social Media Marketing, Negotiation, Analysis, Financial Services, Marketing Strategy, Mergers & Acquisitions, Tax, Securities, Investments, SaaS, Start-ups, Strategic Planning, Finance, Budgets, Sales, Business Planning, Strategy, Management Consulting, Due Diligence, Portfolio Management, Small Business, Business Development, Entrepreneurship, Business Strategy, Leadership, Strategic Financial..., Data Analysis, Accounting, Private Equity, Venture Capital, Asset Management, Corporate Finance, Alternative Investments, Strategic Partnerships, Cloud Computing, Financial Modeling, Corporate Development, Series 7, Investor Relations, Valuation, Restructuring, Investment Advisory

Education
Temple University
Bachelors of Science, Business

Tim Daly Tim Daly San Francisco Bay Area Details
Tim Daly's UBS- Paine Webber Experience 1993 - 1995
Job President Smart Products at CellotapeLandmark Label
Industry Marketing and Advertising
Experience
Cellotape-Landmark Label  March 2015 - Present
thinaire  February 2011 - Present
InGenuity Media, Inc   June 2009 - February 2011
Starlite Media  August 2006 - June 2009
the weston group  1997 - 2006
Morgan Stanley  1995 - December 1997
UBS Paine Webber  1993 - 1995
CIBC Oppenheimer  1988 - 1993
LF Rothschild  1985 - 1988

Skills
Sales, Sales Management, Team building, Team Leadership, Business planning, Advertising sales, Business Strategy, Technology, Near field comunications, Mobile engagement and..., Mobile Marketing, Mobile Technology, Mobile Solutions, Outdoor Advertising, Mobile Devices, Digital Media, CRM, E-commerce, LinkedIn, Lead Generation, Entrepreneurship, Business Planning, Business Development, Strategic Partnerships, Digital Marketing, Social Networking, Team Building, Mobile Advertising, Marketing, Advertising, Leadership, Start-ups, Strategy, Social Media Marketing, Marketing Strategy, Brand Development, Product Marketing, Online Marketing, Digital Strategy, Brand Management, SEM, Integrated Marketing, Online Advertising, New Business Development, B2B, Email Marketing, Market Research, Direct Marketing, Multi-channel Marketing, PPC

Education
State University of New York at Stony Brook   1981 — 1986
BS, Economics and business

Ward Melville HS   1977 — 1980
HS, High School/Secondary Diplomas and Certificates

Willie North III CPA Willie North III CPA Houston, Texas Area Details
Willie North III CPA's UBS- Paine Webber Experience April 1992 - October 1999
Job Entrepreneur
Industry Health, Wellness and Fitness
Experience
Horizon Adult Day Services   2009 - Present
Stanford Group Company  November 2000 - March 2009
Stanford Financial Group Company  2000 - 2009
UBS Paine Webber  April 1992 - October 1999
Bank of America  October 1987 - March 1992

Education
Howard University   1983 — 1986
BBA, Accounting

BACH GIUFFRIA STABILE BACH GIUFFRIA STABILE Gulfport, Mississippi Details
BACH GIUFFRIA STABILE's UBS- Paine Webber Experience September 1998 - June 2001
Job Experienced Executive
Industry Online Media
Experience
Direct USA   July 2010 - Present
Recruit 360   November 2009 - July 2010
University of California  January 2009 - December 2009
CROWN & IMPLANT MANUFACTURER   February 2007 - October 2009
MOMBO.COM   January 2002 - July 2006
UBS PAINE WEBBER  September 1998 - June 2001

Education
University of Hawaii at Manoa   1993 — 2005
General Undergrad

University of California, Los Angeles   1996 — 1998
Bachelor of Arts Degree, Economic History

California Lutheran University
Bachelors of Arts, Accounting

CRESPI   1989 — 1993

Michael Bodnar Michael Bodnar Washington, District Of Columbia Details
Michael Bodnar's UBS- Paine Webber Experience May 2004 - August 2004
Job Accounts Payable Manager at Hanley Wood
Industry Accounting
Experience
Hanley Wood  February 2013 - Present
Baker & McKenzie  October 2006 - February 2013
Joseph, Greenwald & Laake, P.A.   October 2003 - October 2006
Sun Splash Tours   November 2003 - March 2005
Sun Splash Tours   November 2003 - March 2005
UBS Paine Webber  May 2004 - August 2004

Skills
Accounts Payable, Management, Budgets, Outlook, Microsoft Excel, Process Improvement, Project Implementation, Epicor, DocLink, Concur, Expense Management, 1099 Preparation, Microsoft Office, Microsoft Word, General Ledger

Education
Georgetown University   2011 — 2012
Certificate, Budget and Finance

University of Maryland College Park   2000 — 2004
B.A., Communication

John Rabon John Rabon Charlotte, North Carolina Area Details
John Rabon's UBS- Paine Webber Experience October 1990 - December 1999
Job Senior Vice President, Sherlock and Walker
Industry Financial Services
Experience
Shelock and Walker   August 2013 - Present
GRN/Fortune Personnel of Charlotte   December 2005 - December 2010
Morgan Keegan  December 1999 - November 2005
UBS- Paine Webber   October 1990 - December 1999

Skills
Selling, Medical Devices, Sales, Management, Executive Search, Pharmaceutical Industry, Direct Sales, Security, Account Management, Strategic Planning, Marketing, Leadership, Marketing Strategy, Small Business, Business Development, Strategic Financial...

Education
University of South Carolina - Darla Moore School of Business
BS, Marketing

Lisa Cook, AWMA Lisa Cook, AWMA Greater Seattle Area Details
Lisa Cook, AWMA's UBS- Paine Webber Experience June 2000 - July 2001
Job VPHead of Client Services SNW Asset Management
Industry Financial Services
Experience
SNW Asset Management  June 2015 - Present
Freestone Capital Management  May 2009 - June 2015
Oppenheimer & Co.   July 2001 - May 2009
UBS Paine Webber  June 2000 - July 2001
Prudential Financial Services  August 1997 - June 2000

Skills
Hedge Funds, Investment Advisory, Alternative Investments, Financial Advisory, Asset Allocation, Portfolio Management, Wealth Management, Asset Managment, Series 63, Mutual Funds, Asset Management, Management, Investment Strategies, Investments, Series 7, Financial Services

Education
Western Washington University   1992 — 1997
Bach in Business Marketing, Marketing and Finance

College for Financial Planning
Accredited Wealth Management Advisor

Mark Rudnitzky Mark Rudnitzky Greater Los Angeles Area Details
Mark Rudnitzky's UBS- Paine Webber Experience August 1993 - May 1995
Job
Industry Capital Markets
Experience
CRT Capital LLC   July 2009 - February 2014
Countrywide Securities Corp  September 2006 - September 2008
Strategic Advisors   2001 - March 2006
Medical Present Value (MPV)/Experian   April 1998 - March 2000
JP Morgan Chase  May 1995 - March 1998
UBS Paine Webber  August 1993 - May 1995
Lehman Brothers  December 1986 - August 1993
First Federal S&L of San Antonio   January 1986 - December 1986

Education
The University of Texas at Austin   1983 — 1985
MBA

Villanova University   1979 — 1983
BSBA

Terri Consuelo Terri Consuelo Miami/Fort Lauderdale Area Details
Terri Consuelo's UBS- Paine Webber Experience 2001 - 2003
Job Human Resources Leader at Ciena
Industry Human Resources
Experience
Ciena  April 2013 - Present
Strategy Development Recruitment and Workforce Planning Employee Relations Change Management   2012 - 2013
Burger King Corporation  October 2011 - April 2012
Royal Caribbean International  March 2010 - September 2011
Premiere Consultants LLC   2007 - 2010
Optimi Corporation  2005 - 2007
Wachovia Corporation  2003 - 2005
UBS Paine Webber  2001 - 2003
Pitney Bowes, Inc  1997 - 2001
Quality Management Consultants International   1994 - 1997

Education
St. Thomas University
Master in Science, Human Resources and Management

Barry University
BA, Business Management

Erich VanRavenswaay Erich VanRavenswaay Greater Chicago Area Details
Erich VanRavenswaay's UBS- Paine Webber Experience June 2000 - July 2002
Job
Industry Banking
Experience
U.S. Bank   February 2014 - Present
US Bank  February 2006 - February 2014
Bank of America Merrill Lynch  August 2006 - February 2011
Bloomfield Hills Financial  July 2003 - December 2005
UBS /Paine Webber  June 2000 - July 2002

Skills
Loans, CDO, Valuation, Securitization, Finance, Fixed Income, Structured Finance, Capital Markets, Bonds, CLO, Structured Products, Alternative Investments, Bloomberg, Mergers

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2004 — 2006
MBA, Change Management and Finance

Hope College   1993 — 1997
BA, Business Admin & Language Arts

Kathryn Muraoka Kathryn Muraoka Oviedo, Florida Details
Kathryn Muraoka's UBS- Paine Webber Experience 2000 - 2001
Job Financial Services Contractor
Industry Financial Services
Experience
CUSO Financial Services, LP  2004 - May 2013
LPL Financial  2001 - 2003
UBS Paine Webber  2000 - 2001
J.C. Bradford & Company   1999 - 2000
State Farm  1998 - 1999
News Channel 5, WTVF   1997 - 1997

Education
Middle Tennessee State University   1993 — 1997

Frank E. Linden Frank E. Linden Charleston, South Carolina Area Details
Frank E. Linden's UBS- Paine Webber Experience June 1996 - September 2001
Job Loan Officer at Mortgage Network
Industry Banking
Experience
Mortgage Network  June 2007 - Present
UBS Paine Webber  June 1996 - September 2001
The Linden Company   October 1993 - June 1996

Education
University of California, Los Angeles   1980 — 1985

Principia Upper School   1977 — 1980
Lib Arts, English

Chris Smude Chris Smude Greater Detroit Area Details
Chris Smude's UBS- Paine Webber Experience 1999 - 2002
Job Owner, Smude & Associates, Inc.
Industry Financial Services
Experience
Smude & Associates, Inc.   July 2004 - Present
Maher Structured Settlements   January 2013 - Present
Triton Capital Management   2002 - 2004
UBS Paine Webber  1999 - 2002
Merrill Lynch  1997 - 1999

Skills
Retirement income..., Retirement plan..., 401 k rollovers, Term Life Insurance, Disability Insurance, Long Term Care, Retirement, 401k, Fixed Annuities, Long-term Care, Retirement Planning, Investment Advisory, Wealth Management, Structured Settlements, Universal Life, Equity Indexed Annuities, Estate Planning, IRAs, Life Insurance, Financial Planners, Long Term Care Insurance, Financial Advisory, Wealth, Strategic Financial..., 401k Rollovers, Wealth Management..., Wealth Accumulation, Finance, Personal Finance, Whole Life, Investment Strategies, Critical Illness, Asset Allocation, Investments, Insurance, Pensions, High Net Worth..., Small Business, Financial Services, Alternative Investments, Asset Management, Roth IRA, Portfolio Management

Education
Lawrence Technological University   1987 — 1989
BSBA, Marketing/Finance

Brother Rice High School   1981 — 1985

Strategic Coach   2005 — 2008

Dale Carnegie Training   1991 — 2000

Cindy McGoldrick Cindy McGoldrick Greater Atlanta Area Details
Cindy McGoldrick's UBS- Paine Webber Experience March 2001 - November 2002
Job Sales and Service Officer at BB&T
Industry Banking
Experience
BB&T  January 2013 - Present
BB&T  January 2009 - December 2012
BB&T  June 2006 - January 2009
SunMark Community Bank   September 2003 - January 2006
UBS Paine Webber  March 2001 - November 2002
First Union National Bank  March 2000 - March 2001
SunTrust Bank  November 1995 - March 2000
Bank South  November 1994 - November 1995
Bank of America  April 1986 - November 1994

Skills
Commercial Lending, Small Business Lending, Credit Analysis, Underwriting, Credit, Portfolio Management, Problem Loan Management, Real Estate Sales, Financial Advisor, Real Estate, Loans

Education
Stonier Graduate School of Banking   1997 — 1999
Banking and Financial Support Services

University of Central Florida - College of Business Administration   1979 — 1983
Bachelor of Business Administration (BBA), Finance, General

Bernard Savaiko Bernard Savaiko Greater New York City Area Details
Bernard Savaiko's UBS- Paine Webber Experience January 1982 - June 2002
Job Commodity Analyst/ Market Strategist
Industry Financial Services
Experience
Professional Services Group  September 2007 - Present
InterContinental Exchange ICE / NYBOT   January 2003 - February 2007
UBS Paine Webber  January 1982 - June 2002

Skills
Commodity, Hedging, Trading, Data mining

Education
Rutgers, The State University of New Jersey-Newark   1973 — 1975
BA, Economics

Fred Ussery Fred Ussery Austin, Texas Details
Fred Ussery's UBS- Paine Webber Experience January 2000 - January 2001
Job Unit Manager at Altria
Industry Tobacco
Experience
Altria  July 2002 - February 2012
Altria  July 2002 - February 2007
UBS Paine Webber  January 2000 - January 2001

Education
The University of Texas at Austin   1998 — 2002
BA, Finance

The University of Texas at Austin - Red McCombs School of Business   1998 — 2002

John Rabon John Rabon Charlotte, North Carolina Area Details
John Rabon's UBS- Paine Webber Experience October 1992 - June 1997
Job Executive Recruiter at GRN
Industry Mechanical or Industrial Engineering
Experience
GRN  Vice PresidentWachoviaJune 1997 - January 2000
UBS Paine Webber  October 1992 - June 1997

Education
Clemson University   1998 — 2004
BS

Marie Ruane Marie Ruane Greater New York City Area Details
Marie Ruane's UBS- Paine Webber Experience July 2000 - May 2002
Job VP, Client Onboarding at Jefferies LLC
Industry Investment Banking
Experience
EXL Service  March 2013 - Present
Societe Generale  August 2008 - Present
Jefferies LLC  June 2014 - June 2014
Societe Generale  2004 - December 2012
SG Americas Securities, LLC  August 2004 - August 2008
UBS Wealth Management  May 2002 - July 2004
UBS Paine Webber  July 2000 - May 2002
Picatinny Federal Credit Union  June 1987 - June 2000

Education
New Jersey City University
Bachelor of Science, Business Management

Charles J. (Bud) Robinson, CMA Charles J. (Bud) Robinson, CMA Greater Philadelphia Area Details
Charles J. (Bud) Robinson, CMA's UBS- Paine Webber Experience March 1999 - November 2001
Job Accounting Manager at CDI Corporation
Industry Staffing and Recruiting
Experience
CDI Corporation  June 2005 - Present
MedCases, Inc.   February 2004 - June 2005
Procacci Brothers Sales Corporation   May 2003 - February 2004
PNC Investments  November 2001 - April 2003
UBS Paine Webber  March 1999 - November 2001
Proscape Technologies, Inc.   October 1997 - March 1999
BDP International  March 1986 - September 1997
Systems and Computer Technology Corporation   July 1981 - March 1986
WHYY, Inc.   September 1980 - July 1981

Skills
Accounting, Great Plains, General Ledger, Financial Reporting, Accounts Receivable, Accounts Payable, Financial Analysis, P&L, Process Improvement, Excel, Internal Controls, Reconciliation, Quickbooks, Variance Analysis, Finance, Sarbanes-Oxley Act, Great Plains Software, QuickBooks, Account Reconciliation, Cognos, Microsoft Excel

Education
Temple University - Fox School of Business and Management   1986 — 1989
MBA, Finance

La Salle University   1976 — 1980
BS, Accounting

Matthew Riegner, CFA Matthew Riegner, CFA Greater Denver Area Details
Matthew Riegner, CFA's UBS- Paine Webber Experience 1999 - 1999
Job Chief Financial Officer at Good Karma Foods Inc
Industry Consumer Goods
Experience
Good Karma Foods, Inc.   March 2015 - Present
Human Movement Management  January 2014 - January 2015
Mix1 Beverage Company  September 2009 - December 2013
CSG Systems International, Inc.   March 2005 - August 2009
Janco Partners  July 2000 - February 2005
Boulder Financial Group   1997 - 2000
UBS Paine Webber  1999 - 1999
Nordby International   1999 - 1999

Skills
Financial Modeling, Investor Relations, Forecasting, Marketing Strategy, Financial Analysis, Due Diligence, Valuation, Investments, Corporate Development, Strategy, Leadership, Strategic Planning, Management, Finance

Education
University of Colorado Boulder   1996 — 2000
BS, Business Administration

University of Colorado Boulder - Leeds School of Business   1996 — 2000
Finance, Marketing

Nathan Wenger, CFA Nathan Wenger, CFA Greater New York City Area Details
Nathan Wenger, CFA's UBS- Paine Webber Experience March 2000 - August 2001
Job Credit Analyst at CreditSights
Industry Financial Services
Experience
CreditSights  July 2009 - Present
Chapdelaine Corporate Securities   November 2005 - November 2006
Euro Brokers  March 2004 - November 2005
ICAP  September 2002 - March 2004
UBS  August 2001 - September 2002
UBS Paine Webber  March 2000 - August 2001

Skills
Finance, Investments, Fixed Income, Equities, Bloomberg, Credit, Bonds, Portfolio Management, Financial Analysis, Financial Statement..., Trading, Capital Markets, Valuation, Investment Banking, Hedge Funds, Financial Modeling, Bloomberg Terminal, FactSet

Education
Baruch College, City University of New York (CUNY)   2008 — 2010
MBA, Finance & Investments

College of Charleston
BS, Business Administration

Chris Toth Chris Toth Greater Los Angeles Area Details
Chris Toth's UBS- Paine Webber Experience June 1999 - June 2001
Job Mergers and Acquisitions Manager at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance  March 2013 - Present
Farmers Insurance  March 2002 - February 2013
UBS Paine Webber  June 1999 - June 2001
CIBC Oppenheimer  October 1997 - May 1999

Skills
Insurance, Commercial Insurance, Term Life Insurance, Property & Casualty..., Claim, Marketing, General Insurance, Liability, Umbrella Insurance, Underwriting, Life Insurance, Workers Compensation, Health Insurance, Sales, Disability Insurance, Casualty Insurance, Marketing Strategy, Fixed Annuities, Sales Management, Strategic Planning, Casualty, Project Management

Education
Concord Law School - Kaplan University
Juris Doctor

Loyola Marymount University   1997 — 1999
MBA, Finance

Loyola Marymount University, College of Business Administration   1989 — 1993
BBA, Finance

Holley Griffin Browning Holley Griffin Browning Greater New York City Area Details
Holley Griffin Browning's UBS- Paine Webber Experience 2001 - 2002
Job Region ManagerNew York, Francis Coppola Winery
Industry Wine and Spirits
Experience
Francis Ford Coppola Presents  July 2008 - Present
Montesquieu Winery  2002 - 2008
UBS/ Paine Webber  2001 - 2002
Christie's Auction House  May 2001 - August 2001

Education
Sotheby's Institute, University of London   2000 — 2001
Master of Arts (M.A.), Arts Administration

Smith College   1995 — 2000
BA, Economics

London School of Economics and Political Science   1997 — 1998
specialized study in Economics of European Integration

Cory Entner Cory Entner Hartford, Connecticut Area Details
Cory Entner's UBS- Paine Webber Experience October 2001 - January 2003
Job Seasoned Ticketing and SaaS Sales Executive/Consultant Looking for the right opportunity
Industry Computer Software
Experience
Choice Ticketing Systems   April 2014 - Present
Vendini  April 2010 - March 2014
Aurora Communications  June 2004 - March 2011
Ameriquest Mortgage Company  April 2002 - May 2004
UBS Paine Webber  October 2001 - January 2003
UBS Paine Webber  November 1999 - March 2002
SMC Corporation  1999 - 2001

Skills
SaaS, Telecommunications, VoIP, MPLS, Wireless, Selling, Sales, Cold Calling, Sales Operations, Management, Telephony, Salesforce.com, Solution Selling, Ethernet, Enterprise Software, Cloud Computing, Account Management, Sales Process, Direct Sales, Sales Management, Managed Services, Lead Generation, CRM, Management Consulting

Education
Arizona State University   1993 — 1997
Bachelor of Science, Finance

James Giordano James Giordano Greater New York City Area Details
James Giordano's UBS- Paine Webber Experience May 1992 - June 2002
Job Business Sales Officer at People's United Bank
Industry Banking
Experience
Peoples United Bank  October 2009 - Present
People's United Bank  August 2004 - September 2009
UBS PAINE WEBBER  May 1992 - June 2002
People's Bank  June 1974 - December 1991

Skills
Credit Analysis, Credit Cards, Cross Selling, Lines Of Credit, Loan Origination, Financial Services, Relationship Management, Credit Risk, Commercial Mortgages, Home Equity Lines of..., Financial Analysis, Mutual Funds, Residential Mortgages, Insurance, Wealth Management, Cash Management, Strategic Financial..., Sales Management, Payroll Services, Business Development, Professional Services, Value Based Selling, Sales Process, Consultative Sales, Business Corporate...

Education
PROVIDENCE COLLEGE   1970 — 1974
BA, ECONOMICS

University of New Haven   1974 — 1977
MBA, FINANCE

Cori Kates Cori Kates Greater Atlanta Area Details
Cori Kates's UBS- Paine Webber Experience August 2000 - October 2001
Job Southeast Sales Support at Reliance Worldwide Corporation
Industry Medical Devices
Experience
Reliance Worldwide Corporation  January 2014 - Present
Bauerfeind USA  October 2001 - December 2013
Bauerfeind USA, Inc   October 2001 - December 2013
UBS Paine Webber  August 2000 - October 2001

Skills
Customer Relations, Excel, Problem Solving, Sales Management, Customer Service, Microsoft Office, Social Media, Microsoft Excel, Management

Education
Floyd College

Kennesaw State University - Excel XP Class Rockhurst University

Lee University
External Studies

North Cobb High School

Tony Castella Tony Castella Greater New York City Area Details
Tony Castella's UBS- Paine Webber Experience July 1991 - June 2003
Job Finance Director at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors  August 2014 - Present
Fidelity Investments  June 2003 - July 2014
UBS Paine Webber  July 1991 - June 2003
Oppenheimer, Appel, Dixon   August 1987 - June 1991

Skills
CPA, Series 27, Hedge Funds, Financial Services, FINRA, Strategic Financial..., Finance

Education
State University of New York College at Oswego   1983 — 1987
BS, Accounting

Steven Widder Steven Widder West Palm Beach, Florida Area Details
Steven Widder's UBS- Paine Webber Experience July 1998 - May 2001
Job Regional Vice President at Eaton Vance
Industry Financial Services
Experience
Eaton Vance  August 2001 - Present
UBS/ Paine Webber  July 1998 - May 2001
MFS Investment Management  1983 - 1994

Skills
Investments, Series 65, Wealth Management, Series 7, Mutual Funds, Series 24, Series 63, Separately Managed..., Estate Planning, Asset Allocation, Series 6, Alternative Investments, Insurance, Securities, Investment Strategies, ETFs

Education
Ithaca College   1979 — 1983
B.S., Political Science, Business

Jim Chandler Jim Chandler Washington D.C. Metro Area Details
Jim Chandler's UBS- Paine Webber Experience 1988 - 1997
Job at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust  2001 - Present
Evaluation Associates  January 1998 - 2001
UBS Paine Webber  1988 - 1997
PaineWebber  1988 - 1997

Skills
Alternative Investments, Asset Management, Hedge Funds, Asset Allocation, Wealth Management, Investment Management, Equities, Private Equity, Investments, Investment Advisory, Portfolio Management, Series 7, Fixed Income, Investment Strategies, Mutual Funds, Series 63, Securities, High Net Worth..., Wealth Management..., Capital Markets

Education
Vanderbilt University   1975 — 1979
BS, Business Administration

American University
MA, Applied Economics

Syracuse University - Martin J. Whitman School of Management
MBA

Andrew Rautenberg Andrew Rautenberg Greater Boston Area Details
Andrew Rautenberg's UBS- Paine Webber Experience September 2005 - December 2005
Job Investment Specialist at Merrill Lynch
Industry Financial Services
Experience
Banc of America Investment Services/ Merrill Lynch   December 2006 - Present
Investor's Bank & Trust   June 2006 - December 2006
UBS Paine Webber  September 2005 - December 2005

Education
Bryant University
Bachelor of Science, Business Administration; Financial Services

Brett Roth, ARM Brett Roth, ARM Columbia, Missouri Details
Brett Roth, ARM's UBS- Paine Webber Experience August 2002 - December 2002
Job Director of Underwriting at Missouri Employers Mutual
Industry Insurance
Experience
Missouri Employers Mutual  January 2015 - Present
Travelers  August 2012 - December 2014
AIG  April 2010 - July 2012
AIG  September 2008 - March 2010
AIG  January 2008 - August 2008
The Hartford  November 2005 - May 2007
The Hartford  June 2005 - October 2005
The Hartford  January 2004 - May 2005
UBS Paine Webber  August 2002 - December 2002
Bazis & Riddle Investment Group   May 2001 - August 2001

Skills
Product Management, International Business, P&L Management, Pricing Strategy, Strategic Planning, Marketing Strategy, Business Planning, Business Reporting, Matrix Management, Forecasting, Budgeting, Competitive Analysis, Business Analysis, Contract Negotiation, Pricing Negotiation, Client Relationship..., National Account..., Risk Management, National Account..., Team Leadership, Property & Casualty..., Risk Analysis, Investment Strategies, Workers Compensation, Underwriting, Insurance, Commercial Insurance, Casualty

Education
Connecticut College   2000 — 2003
BA, Economics

Marquette University   1999 — 1999

Creighton Prep   1995 — 1998

Andrew Rautenberg Andrew Rautenberg Greater Boston Area Details
Andrew Rautenberg's UBS- Paine Webber Experience September 2005 - December 2005
Job Billing Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman  June 2011 - Present
Banc of America Investment Services/Merrill Lynch   December 2006 - September 2010
Investors Bank & Trust  June 2006 - December 2006
UBS Paine Webber  September 2005 - December 2005

Education
Bryant University
BS, Financial Services

David Odenath David Odenath Philadelphia, Pennsylvania Details
David Odenath's UBS- Paine Webber Experience 1993 - 1999
Job Independent Director at Knighthead Annuity & Life Assurance Company
Industry Investment Management
Experience
Knighthead Annuity & Life Assurance Company   January 2015 - Present
Altamont Capital Partners  September 2014 - Present
HantzBank   April 2011 - Present
Whitemarsh Holdings, Inc.   October 2012 - August 2014
Legg Mason  September 2008 - January 2011
Prudential Financial  2002 - 2008
Prudential Financial  1999 - 2002
UBS/ Paine Webber  1993 - 1999

Skills
Asset Managment, Variable Annuities, Mutual Funds, Separately Managed..., Fixed Annuities, Executive Management, Leadership, High Performance Teams, Innovation, Acquisitions, Acquisition Integration, Asset Management, Alternative Investments, Retirement, Venture Capital, Financial Services, Mergers & Acquisitions, Securities, Investment Management, Management, Investment Banking, Strategy, Portfolio Management, Hedge Funds, Asset Allocation, ETFs, Equities, FINRA, Investment Advisory, Series 24, Private Equity, Series 7, Investments, Series 63, Investment Strategies, Fixed Income

Education
Susquehanna University   1975 — 1979
Bachelor of Science (B.S.), Business, Dual Emphasis, Finance, Marketing

David Mattos David Mattos Clark, New Jersey Details
David Mattos's UBS- Paine Webber Experience October 1989 - May 2003
Job Managing Director at Mattos Capital Management LLC
Industry Financial Services
Experience
Mattos Capital Management LLC   May 2003 - Present
UBS Paine Webber  October 1989 - May 2003
Dean Witter  October 1989 - October 1993
U.S. Army   July 1982 - October 1991

Skills
Series 8, Series 7

Education
Providence College
BA, Political Science

University of Rhode Island - College of Business Administration
Business Administration and Management, General

University of Southern California
Information Management at the Pentagon, VA

Community College of Rhode Island
TV/Film Production