UBS PaineWebber
Industry: Investment banking company
DescriptionUBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centers as the largest Swiss banking institution in the world. Headquarters: Basel, Switzerland CEO: Sergio Ermotti (Nov 15, 2011–) Technical support: 1 (888) 279-3343 Credit card support: 011 41 848 888 601
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UBS PaineWebber Employees
Employee
Years
Job
Industry
Michelle Brandenburg Michelle Brandenburg's UBS PaineWebber Experience 1999 - 1999
Job Banking Professional
Industry Banking
Experience
Full Gospel Tabernacle COGIC 2004 - 2005
Darsey, Black & Assoc 2002 - 2004
First Union Securities 2000 - 2001
UBS Painewebber 1999 - 1999
AG Edwards & Sons 1998 - 1998
Express Scripts 1993 - 1998
Skills
Type 90 wpm, Microsoft Word, Microsoft Excel, Microsoft Publisher, PowerPoint, Accounts Receivable, Account Management, Investment Banking, Transcription, Data Entry, Accounts Payable, Administrative..., Banking, Spreadsheets, Telephone Skills, Invoicing, Administration, Customer Service, Outlook, Teamwork, Time Management, Finance, Office Administration
Education
Pikes Peak Community College 2007 — 2007
Associate of Arts and Sciences (A.A.S.), Accounting
Saint Louis Community College-Meramec 1996 — 1996
Certificate, Excel
Ritenour High School 1986 — 1990
Diploma, Office Work Study, Business Math, Typing
Full Gospel Tabernacle COGIC 2004 - 2005
Darsey, Black & Assoc 2002 - 2004
First Union Securities 2000 - 2001
UBS Painewebber 1999 - 1999
AG Edwards & Sons 1998 - 1998
Express Scripts 1993 - 1998
Skills
Type 90 wpm, Microsoft Word, Microsoft Excel, Microsoft Publisher, PowerPoint, Accounts Receivable, Account Management, Investment Banking, Transcription, Data Entry, Accounts Payable, Administrative..., Banking, Spreadsheets, Telephone Skills, Invoicing, Administration, Customer Service, Outlook, Teamwork, Time Management, Finance, Office Administration
Education
Pikes Peak Community College 2007 — 2007
Associate of Arts and Sciences (A.A.S.), Accounting
Saint Louis Community College-Meramec 1996 — 1996
Certificate, Excel
Ritenour High School 1986 — 1990
Diploma, Office Work Study, Business Math, Typing
Ty Summerlin, CFP® Ty Summerlin, CFP®'s UBS PaineWebber Experience 1999 - 2001
Job Senior Wealth Advisor at HoyleCohen, LLC; Founder @ Adaptive Performance Systems
Industry Financial Services
Experience
HoyleCohen, LLC March 2014 - Present
Joel Isaacson & Co., LLC 2004 - 2011
ING Advisors 2001 - 2003
UBS Painewebber 1999 - 2001
Skills
Strength Training, Holistic Health, CrossFit, Sports Coaching, Weightlifting, Weight Training, Wellness Coaching, Estate Planning, Asset Allocation, Wealth Management, Retirement, Investment Advisory, Capital Markets, Asset Management
Education
New York Institute of Technology
Bachelor of Science (BS), Finance, General
HoyleCohen, LLC March 2014 - Present
Joel Isaacson & Co., LLC 2004 - 2011
ING Advisors 2001 - 2003
UBS Painewebber 1999 - 2001
Skills
Strength Training, Holistic Health, CrossFit, Sports Coaching, Weightlifting, Weight Training, Wellness Coaching, Estate Planning, Asset Allocation, Wealth Management, Retirement, Investment Advisory, Capital Markets, Asset Management
Education
New York Institute of Technology
Bachelor of Science (BS), Finance, General
Sharon Grundfast Sharon Grundfast's UBS PaineWebber Experience 1998 - 2001
Job Vice President, Business Partner at Cablevision
Industry Marketing and Advertising
Experience
Cablevision August 2014 - Present
Tremor Video June 2012 - August 2014
Interpublic Group 2006 - February 2012
Avon Products Inc 2001 - 2006
UBS/ PaineWebber 1998 - 2001
Salomon Brothers 1993 - 1998
Jump in! Swimming with Sharon 1986 - 1993
Skills
Talent Management, Executive Coaching, Organizational..., Leadership Development, Performance Management, Succession Planning, Leadership, Human Resources, Training, Team Building, Onboarding, Program Management, Career Development, Creative Direction, Career Counseling, Strategic Thinking, Executive Management, Emotional Intelligence, Talent Acquisition, Employee Relations, Management, Organizational..., Employee Engagement, Executive Development, HR Consulting, Management Consulting, 360 Feedback, HR Policies, Deferred Compensation, General Awesomeness
Education
Baruch College, City University of New York (CUNY) 2010 — 2010
icoach, Executive Development
New School University 1992 — 1995
MS, Human Resource Management, Change Management
State University of New York at Buffalo - School of Management 1988 — 1992
BA, Communication, Business, Public Relations and Advertising
Cablevision August 2014 - Present
Tremor Video June 2012 - August 2014
Interpublic Group 2006 - February 2012
Avon Products Inc 2001 - 2006
UBS/ PaineWebber 1998 - 2001
Salomon Brothers 1993 - 1998
Jump in! Swimming with Sharon 1986 - 1993
Skills
Talent Management, Executive Coaching, Organizational..., Leadership Development, Performance Management, Succession Planning, Leadership, Human Resources, Training, Team Building, Onboarding, Program Management, Career Development, Creative Direction, Career Counseling, Strategic Thinking, Executive Management, Emotional Intelligence, Talent Acquisition, Employee Relations, Management, Organizational..., Employee Engagement, Executive Development, HR Consulting, Management Consulting, 360 Feedback, HR Policies, Deferred Compensation, General Awesomeness
Education
Baruch College, City University of New York (CUNY) 2010 — 2010
icoach, Executive Development
New School University 1992 — 1995
MS, Human Resource Management, Change Management
State University of New York at Buffalo - School of Management 1988 — 1992
BA, Communication, Business, Public Relations and Advertising
Michelle Igoe Ameduri Michelle Igoe Ameduri's UBS PaineWebber Experience 1991 - 2001
Job Hairstylist
Industry Cosmetics
Experience
Self-employed August 2003 - Present
UBS Painewebber 1991 - 2001
UBS Painewebber 1991 - 2001
Skills
Loans, Hair Cutting, Makeup Artistry, Beauty Industry, Hair Care, Cosmetics, Cosmetology, Bridal Showers, Makeovers, Photo Shoots, Styling, Hair Extensions, Salons, Skin Care, Waxing, Fashion Shows, Runway, Hair Straightening, Stylists, Updos
Education
Aveda Institute-New York 2002 — 2003
Licentiate degree, Cosmetology, Barber/Styling, and Nail Instructor
Villanova University, aveda 1989 — 1993
Bachelor's degree, Political Science and Government
Self-employed August 2003 - Present
UBS Painewebber 1991 - 2001
UBS Painewebber 1991 - 2001
Skills
Loans, Hair Cutting, Makeup Artistry, Beauty Industry, Hair Care, Cosmetics, Cosmetology, Bridal Showers, Makeovers, Photo Shoots, Styling, Hair Extensions, Salons, Skin Care, Waxing, Fashion Shows, Runway, Hair Straightening, Stylists, Updos
Education
Aveda Institute-New York 2002 — 2003
Licentiate degree, Cosmetology, Barber/Styling, and Nail Instructor
Villanova University, aveda 1989 — 1993
Bachelor's degree, Political Science and Government
Stephen Kaufman Stephen Kaufman's UBS PaineWebber Experience February 1994 - February 2005
Job Owner / Investment Manager at Quality Financial Concepts / LPL Financial
Industry Investment Management
Experience
Quality Financial Concepts / LPL Financial January 2011 - Present
Quality Financial Concepts LLC / Raymond James Fin'l Services February 2005 - January 2011
UBS PaineWebber February 1994 - February 2005
Skills
Investments, Retirement Planning, Private Equity, Finance, Asset Management, Investment Management, Estate Planning, Asset Allocation, Diversification, Alternative Investments, Investment Strategies, Fixed Annuities, Hedge Funds, Investment Advisory, Customer Service, Entrepreneurship
Education
Northeastern University 1981 — 1984
Bachelor of Science in Business Administration, Accounting and Management
Rider College 1979 — 1981
Accounting and Finance
Quality Financial Concepts / LPL Financial January 2011 - Present
Quality Financial Concepts LLC / Raymond James Fin'l Services February 2005 - January 2011
UBS PaineWebber February 1994 - February 2005
Skills
Investments, Retirement Planning, Private Equity, Finance, Asset Management, Investment Management, Estate Planning, Asset Allocation, Diversification, Alternative Investments, Investment Strategies, Fixed Annuities, Hedge Funds, Investment Advisory, Customer Service, Entrepreneurship
Education
Northeastern University 1981 — 1984
Bachelor of Science in Business Administration, Accounting and Management
Rider College 1979 — 1981
Accounting and Finance
Joel Cirkot's UBS PaineWebber Experience August 2000 - October 2004
Job Pursuit strategy at Ernst & Young LLP / Alternative investments marketing communications professional
Industry Financial Services
Experience
Ernst & Young LLP October 2010 - Present
Sivik Global Healthcare, LLC (sector hedge fund) March 2010 - September 2010
JPMorgan Private Bank September 2009 - March 2010
Merrill Lynch October 2004 - September 2009
UBS PaineWebber August 2000 - October 2004
Anchin, Block & Anchin LLP 1999 - 2000
Skills
RFP strategy and..., Strategy, Financial Services, Portfolio Management, Hedge Funds, Business Development, Risk Management, Investments, Alternative Investments, Marketing Communications, Marketing Management, Marketing, Mutual Funds, Wealth Management, Fund Of Funds, Investor Relations, Finance, Management
Education
The University of Connecticut 2003 — 2005
Executive MBA, MBA
Southern Connecticut State University 1993 — 1997
BA, Marketing
Ernst & Young LLP October 2010 - Present
Sivik Global Healthcare, LLC (sector hedge fund) March 2010 - September 2010
JPMorgan Private Bank September 2009 - March 2010
Merrill Lynch October 2004 - September 2009
UBS PaineWebber August 2000 - October 2004
Anchin, Block & Anchin LLP 1999 - 2000
Skills
RFP strategy and..., Strategy, Financial Services, Portfolio Management, Hedge Funds, Business Development, Risk Management, Investments, Alternative Investments, Marketing Communications, Marketing Management, Marketing, Mutual Funds, Wealth Management, Fund Of Funds, Investor Relations, Finance, Management
Education
The University of Connecticut 2003 — 2005
Executive MBA, MBA
Southern Connecticut State University 1993 — 1997
BA, Marketing
Randy Silvey Randy Silvey's UBS PaineWebber Experience September 2001 - 2005
Job Published Author: You FIRST: Federal. Employee Retirement Guide. Risk Mitigating Wealth Manager
Industry Financial Services
Experience
SilverLight Financial August 2013 - Present
BancWest Investment Services 2005 - August 2013
UBS PaineWebber September 2001 - 2005
Sherlock Homes February 1998 - September 2001
Internal Revenue Service January 1990 - February 1998
Skills
Investments, Retirement Planning, Leadership, Financial Advisory, Financial Planning, Finance, Financial Services, Securities, Management, Financial Risk, Portfolio Management, Employee Benefits, Financial Analysis, Wealth Management, Life Insurance, Risk Management, Retirement, Public Speaking, Small Business, Strategic Planning, Fixed Annuities, Disability Insurance, Insurance
Education
Metropolitan Community College-Blue River 1991 — 1992
Accounting and Finance, B
Wellington-Napoleon R-9 1978 — 1981
SilverLight Financial August 2013 - Present
BancWest Investment Services 2005 - August 2013
UBS PaineWebber September 2001 - 2005
Sherlock Homes February 1998 - September 2001
Internal Revenue Service January 1990 - February 1998
Skills
Investments, Retirement Planning, Leadership, Financial Advisory, Financial Planning, Finance, Financial Services, Securities, Management, Financial Risk, Portfolio Management, Employee Benefits, Financial Analysis, Wealth Management, Life Insurance, Risk Management, Retirement, Public Speaking, Small Business, Strategic Planning, Fixed Annuities, Disability Insurance, Insurance
Education
Metropolitan Community College-Blue River 1991 — 1992
Accounting and Finance, B
Wellington-Napoleon R-9 1978 — 1981
Lyubov Ursic Lyubov Ursic's UBS PaineWebber Experience January 1997 - March 2004
Job Associate, Global Technology
Industry Financial Services
Experience
JPMorgan Chase January 2007 - Present
Scholastic March 2004 - January 2007
UBS PaineWebber January 1997 - March 2004
UBS Financial Services 1997 - 2004
Skills
Websphere, ITIL, Unix, WebSphere Application..., Solaris, AIX, Unix Shell Scripting, DB2, Disaster Recovery, Enterprise Architecture, SDLC, WebSphere MQ, SOA, Solution Architecture, Weblogic
Education
Baruch College 1993 — 1997
Bachelor of Business Administration, Comuputer Information Systems
JPMorgan Chase January 2007 - Present
Scholastic March 2004 - January 2007
UBS PaineWebber January 1997 - March 2004
UBS Financial Services 1997 - 2004
Skills
Websphere, ITIL, Unix, WebSphere Application..., Solaris, AIX, Unix Shell Scripting, DB2, Disaster Recovery, Enterprise Architecture, SDLC, WebSphere MQ, SOA, Solution Architecture, Weblogic
Education
Baruch College 1993 — 1997
Bachelor of Business Administration, Comuputer Information Systems
Michael Balbos Michael Balbos's UBS PaineWebber Experience January 2000 - January 2002
Job Event Manager at New York City Runs Inc.
Industry Banking
Experience
New York City Runs Inc. June 2012 - Present
D.S. Wolf Group International, LLC October 2012 - August 2013
D.S. Wolf Group International, LLC July 2006 - October 2011
Corporate Language Services 2003 - 2005
UBS PaineWebber January 2000 - January 2002
Bank of Montreal/Nesbitt Burns Securities Inc January 1997 - January 2000
Kohn Pederson Fox Associates Interior Architects January 1995 - January 1996
Personal Computer Learning Centers January 1992 - January 1995
Grey Advertising January 1990 - January 1992
Mount Sinai Hospital January 1988 - January 1989
Skills
Microsoft Office, Management, Advertising, Analysis, Human Resources, Budgets, Editing, Sales, Databases, CRM, Invoicing, Proposal Writing, Insurance, Event Management, Public Relations, Social Media, Marketing Strategy, Project Management, Strategic Planning, Social Networking
Education
Binghamton University 1984 — 1988
BS, Biology
New York City Runs Inc. June 2012 - Present
D.S. Wolf Group International, LLC October 2012 - August 2013
D.S. Wolf Group International, LLC July 2006 - October 2011
Corporate Language Services 2003 - 2005
UBS PaineWebber January 2000 - January 2002
Bank of Montreal/Nesbitt Burns Securities Inc January 1997 - January 2000
Kohn Pederson Fox Associates Interior Architects January 1995 - January 1996
Personal Computer Learning Centers January 1992 - January 1995
Grey Advertising January 1990 - January 1992
Mount Sinai Hospital January 1988 - January 1989
Skills
Microsoft Office, Management, Advertising, Analysis, Human Resources, Budgets, Editing, Sales, Databases, CRM, Invoicing, Proposal Writing, Insurance, Event Management, Public Relations, Social Media, Marketing Strategy, Project Management, Strategic Planning, Social Networking
Education
Binghamton University 1984 — 1988
BS, Biology
Terri Granot Terri Granot's UBS PaineWebber Experience July 1996 - February 2002
Job Financial Advisor at Primerica
Industry Renewables & Environment
Experience
Primerica October 2013 - Present
GWM Ltd. July 2007 - Present
Keller Williams 2004 - 2012
ASD Financial Services February 2003 - October 2011
Sia Security and Intelligence Advising January 2010 - June 2010
Sniffing dogs Inc 1998 - 2010
ABI Financial January 2002 - December 2009
UBS Painewebber July 1996 - February 2002
Merrill Lynch 1990 - 1996
Prudential Financial 1989 - 1990
Skills
Completed CAP®, Charitable Advisor..., Business Development, Philanthropy, Fundraising, Charities, Non-profits, Banking, Marketing Communications, Insurance, Real Estate, Start-ups
Education
The American College 2009 — 2012
Charitable Advisor of Philanthropy CAP®, Charitable Giving, A
University of Miami 1984 — 1986
Graduate Certificate, International Affairs
New York University 1971 — 1975
MA, Foreign Languages
New York University 1967 — 1971
BA, Economics, Foreign Languages
Primerica October 2013 - Present
GWM Ltd. July 2007 - Present
Keller Williams 2004 - 2012
ASD Financial Services February 2003 - October 2011
Sia Security and Intelligence Advising January 2010 - June 2010
Sniffing dogs Inc 1998 - 2010
ABI Financial January 2002 - December 2009
UBS Painewebber July 1996 - February 2002
Merrill Lynch 1990 - 1996
Prudential Financial 1989 - 1990
Skills
Completed CAP®, Charitable Advisor..., Business Development, Philanthropy, Fundraising, Charities, Non-profits, Banking, Marketing Communications, Insurance, Real Estate, Start-ups
Education
The American College 2009 — 2012
Charitable Advisor of Philanthropy CAP®, Charitable Giving, A
University of Miami 1984 — 1986
Graduate Certificate, International Affairs
New York University 1971 — 1975
MA, Foreign Languages
New York University 1967 — 1971
BA, Economics, Foreign Languages
Kevin O'Fee Kevin O'Fee's UBS PaineWebber Experience December 1989 - December 2001
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2014 - Present
Ignites March 2014 - May 2014
Fidelity Investments January 2012 - August 2013
USAA August 2010 - July 2011
Lincoln Financial Group March 2007 - July 2010
New York Life Investment Management December 2001 - January 2007
UBS PaineWebber December 1989 - December 2001
Merrill Lynch January 1985 - December 1988
Standard & Poor's January 1984 - January 1985
Merrill Lynch August 1981 - 1984
Skills
Retirement, Strategy, Product Management, 401k, Wealth Management, Investments, Asset Allocation, Mutual Funds, Series 7, IRAs, Leadership, Finance, Asset Management
Education
Rutgers, The State University of New Jersey-Newark 1979 — 1981
MBA
Rutgers University-New Brunswick 1975 — 1979
BA, English
Edward Jones September 2014 - Present
Ignites March 2014 - May 2014
Fidelity Investments January 2012 - August 2013
USAA August 2010 - July 2011
Lincoln Financial Group March 2007 - July 2010
New York Life Investment Management December 2001 - January 2007
UBS PaineWebber December 1989 - December 2001
Merrill Lynch January 1985 - December 1988
Standard & Poor's January 1984 - January 1985
Merrill Lynch August 1981 - 1984
Skills
Retirement, Strategy, Product Management, 401k, Wealth Management, Investments, Asset Allocation, Mutual Funds, Series 7, IRAs, Leadership, Finance, Asset Management
Education
Rutgers, The State University of New Jersey-Newark 1979 — 1981
MBA
Rutgers University-New Brunswick 1975 — 1979
BA, English
Noel Gilles Noel Gilles's UBS PaineWebber Experience May 1997 - August 1998
Job MBA | Six Sigma | Project Management
Industry Consumer Goods
Experience
ITT Technical Institute March 2012 - Present
Gibson Guitar Corporation January 2006 - February 2011
U.S. Bank August 2004 - October 2005
Sprint Nextel Corporation September 2001 - March 2003
McLane Company, Inc. September 1998 - May 2001
UBS PaineWebber May 1997 - August 1998
Skills
Brand Management, Business Development, Process Improvement, Strategic Partnerships, Strategy Execution, E-commerce, Analytics, Product Launch, Project Management, Forecasting, Six Sigma, Leadership, Mentoring, Training, Multi-channel Retail, Budgets, Recruiting, Marketing, Public Speaking, Finance, Staff Development, Classroom, Leadership Development, Learning Management..., Account Management, P & L Oversight
Education
Concordia University-St. Paul 2011 — 2012
Masters Degree, Business Administration (MBA) Graduate Program
University of St. Thomas
Certified Professional Project Manager (CPPM), Project Management Tools
Normandale Community College
Six Sigma Green Belt Certification (6Sigma), Business Management Strategies
Concordia University-St. Paul 2002 — 2004
Masters Degree, Organizational Management (MA) Graduate Program
University of Minnesota-Duluth 1993 — 1997
Bachelors Degree, Economics (BA) Undergraduate Program
ITT Technical Institute March 2012 - Present
Gibson Guitar Corporation January 2006 - February 2011
U.S. Bank August 2004 - October 2005
Sprint Nextel Corporation September 2001 - March 2003
McLane Company, Inc. September 1998 - May 2001
UBS PaineWebber May 1997 - August 1998
Skills
Brand Management, Business Development, Process Improvement, Strategic Partnerships, Strategy Execution, E-commerce, Analytics, Product Launch, Project Management, Forecasting, Six Sigma, Leadership, Mentoring, Training, Multi-channel Retail, Budgets, Recruiting, Marketing, Public Speaking, Finance, Staff Development, Classroom, Leadership Development, Learning Management..., Account Management, P & L Oversight
Education
Concordia University-St. Paul 2011 — 2012
Masters Degree, Business Administration (MBA) Graduate Program
University of St. Thomas
Certified Professional Project Manager (CPPM), Project Management Tools
Normandale Community College
Six Sigma Green Belt Certification (6Sigma), Business Management Strategies
Concordia University-St. Paul 2002 — 2004
Masters Degree, Organizational Management (MA) Graduate Program
University of Minnesota-Duluth 1993 — 1997
Bachelors Degree, Economics (BA) Undergraduate Program
Rebecca E. Perez Rebecca E. Perez's UBS PaineWebber Experience 1999 - 2001
Job Director, Finance & Administration @ BOMA NY
Industry Real Estate
Experience
BOMA NY October 2005 - Present
OH+R Inc 2001 - 2005
UBS PaineWebber 1999 - 2001
PaineWebber 1997 - 1999
Skills
Facilities Management, Real Estate, Budgets, Asset Managment, Contract Negotiation, Property Management, Real Estate Development, Lease Administration, Strategic Planning, Real Estate Economics, Investment Properties, Due Diligence, Real Estate Transactions, Corporate Real Estate, Leases, Asset Management, Lease Negotiations, Feasibility Studies, Residential Homes, Contract Management, Commercial Real Estate, Finance, Investments, Tenant, Team Building, Landlords, New Business Development, Construction Management, Disposition, Negotiation, Construction
Education
Montclair State University 1997 — 2000
Rider University 1996 — 1997
BOMA NY October 2005 - Present
OH+R Inc 2001 - 2005
UBS PaineWebber 1999 - 2001
PaineWebber 1997 - 1999
Skills
Facilities Management, Real Estate, Budgets, Asset Managment, Contract Negotiation, Property Management, Real Estate Development, Lease Administration, Strategic Planning, Real Estate Economics, Investment Properties, Due Diligence, Real Estate Transactions, Corporate Real Estate, Leases, Asset Management, Lease Negotiations, Feasibility Studies, Residential Homes, Contract Management, Commercial Real Estate, Finance, Investments, Tenant, Team Building, Landlords, New Business Development, Construction Management, Disposition, Negotiation, Construction
Education
Montclair State University 1997 — 2000
Rider University 1996 — 1997
Mitchell Watson, MBA Mitchell Watson, MBA's UBS PaineWebber Experience December 2000 - December 2002
Job Chief Financial Officer at Tenet Healthcare (Emanuel Medical Center)
Industry Hospital & Health Care
Experience
Tenet Healthcare - Emanuel Medical Center December 2007 - Present
Modesto Junior College January 2007 - Present
Save Mart Supermarkets September 2003 - January 2008
Amtex April 2003 - September 2003
UBS Painewebber December 2000 - December 2002
Bob Barker Company 2001 - 2001
Skills
Financial Analysis, budget, Team Leadership, Forecasting, Accounting, Team Building, Internal Controls, Mergers, Financial Statements, Microsoft Excel, Healthcare, Cross-functional Team..., Leadership, System Administration, Budgets, Finance, Strategic Planning, Analysis, Variance Analysis, Financial Reporting, Mergers & Acquisitions, Project Planning, Training, Management, Contract Negotiation, Business Planning, Accounts Receivable, Payroll, Cash Flow, Accounts Payable, Internal Audit, Executive Management, Cash Management, CPA, Business Strategy, Process Improvement
Education
California State University Stanislaus 2003 — 2005
Master's, Business Administration
North Carolina State University - College of Management 1999 — 2002
BS, Accounting & Business Administration (2 Degrees)
Tenet Healthcare - Emanuel Medical Center December 2007 - Present
Modesto Junior College January 2007 - Present
Save Mart Supermarkets September 2003 - January 2008
Amtex April 2003 - September 2003
UBS Painewebber December 2000 - December 2002
Bob Barker Company 2001 - 2001
Skills
Financial Analysis, budget, Team Leadership, Forecasting, Accounting, Team Building, Internal Controls, Mergers, Financial Statements, Microsoft Excel, Healthcare, Cross-functional Team..., Leadership, System Administration, Budgets, Finance, Strategic Planning, Analysis, Variance Analysis, Financial Reporting, Mergers & Acquisitions, Project Planning, Training, Management, Contract Negotiation, Business Planning, Accounts Receivable, Payroll, Cash Flow, Accounts Payable, Internal Audit, Executive Management, Cash Management, CPA, Business Strategy, Process Improvement
Education
California State University Stanislaus 2003 — 2005
Master's, Business Administration
North Carolina State University - College of Management 1999 — 2002
BS, Accounting & Business Administration (2 Degrees)
Brian Bradfield Brian Bradfield's UBS PaineWebber Experience July 1999 - August 2001
Job Director Regional Sales at Aesynt
Industry Medical Devices
Experience
Aesynt (formerly McKesson Automation) August 2011 - Present
RADIADYNE March 2010 - August 2011
Accuray April 2008 - March 2010
United General September 2006 - April 2008
Southland TitleOrange County July 2005 - September 2006
Mercedes Benz August 2001 - June 2005
UBS PaineWebber July 1999 - August 2001
Skills
Sales Operations, Selling, Sales, Account Management, Healthcare, Networking, Sales Process, CRM, Strategic Planning, Cold Calling, Customer Service, Marketing, New Business Development, Product Marketing, Management, Strategy, Sales Management, Training, Customer Satisfaction
Education
California State University-Northridge 1995 — 1998
BA
Aesynt (formerly McKesson Automation) August 2011 - Present
RADIADYNE March 2010 - August 2011
Accuray April 2008 - March 2010
United General September 2006 - April 2008
Southland TitleOrange County July 2005 - September 2006
Mercedes Benz August 2001 - June 2005
UBS PaineWebber July 1999 - August 2001
Skills
Sales Operations, Selling, Sales, Account Management, Healthcare, Networking, Sales Process, CRM, Strategic Planning, Cold Calling, Customer Service, Marketing, New Business Development, Product Marketing, Management, Strategy, Sales Management, Training, Customer Satisfaction
Education
California State University-Northridge 1995 — 1998
BA
Richard Giordano Richard Giordano's UBS PaineWebber Experience May 1989 - May 2002
Job Chief Engineer
Industry Facilities Services
Experience
JPMorgan Chase May 2015 - Present
Larkin Services at Harborside Financial Plaza 5 June 2002 - June 2007
UBS/ PaineWebber May 1989 - May 2002
USS Narwhal SSN-671 August 1984 - October 1988
Skills
Facilities Management, Data Center, Operations Management, Troubleshooting, Project Management, Process Improvement, Facilities Operations, Budgets, Engineering, Project Planning, Program Management, Process Scheduler, Energy Efficiency, MS Project, Team Building, Energy Management, HVAC, Construction Management, Construction, Management, UPS systems, Preventive Maintenance
Education
Local 68 Apprenticeship 2004 — 2007
NJIT 1991 — 1992
18 credits towards BS, BSME
US Navy Nuclear Power School 1982 — 1984
Propulsion Plant Engineering
High Point High School 1978 — 1982
JPMorgan Chase May 2015 - Present
Larkin Services at Harborside Financial Plaza 5 June 2002 - June 2007
UBS/ PaineWebber May 1989 - May 2002
USS Narwhal SSN-671 August 1984 - October 1988
Skills
Facilities Management, Data Center, Operations Management, Troubleshooting, Project Management, Process Improvement, Facilities Operations, Budgets, Engineering, Project Planning, Program Management, Process Scheduler, Energy Efficiency, MS Project, Team Building, Energy Management, HVAC, Construction Management, Construction, Management, UPS systems, Preventive Maintenance
Education
Local 68 Apprenticeship 2004 — 2007
NJIT 1991 — 1992
18 credits towards BS, BSME
US Navy Nuclear Power School 1982 — 1984
Propulsion Plant Engineering
High Point High School 1978 — 1982
Mariann McDermott Mariann McDermott's UBS PaineWebber Experience December 1999 - December 2002
Job Certified Financial Planner® guiding professionals, families and small business to achieve their financial goals.
Industry Financial Services
Experience
Evergreen Advisors Inc. December 2002 - Present
UBS PaineWebber December 1999 - December 2002
UBS PaineWebber April 1997 - December 1999
Skills
Securities, Financial Advisory, Retirement Planning, Retirement, Estate Planning, Strategic Financial..., Certified Financial..., Financial Planners, Wealth, Mutual Funds, IRAs, Investments, Investment Management, Finance, Financial Planning
Education
Xavier University - School of Business Administration 1996 — 1997
MBA, General Business
Northern Kentucky University 1993 — 1996
Bachelors of Science - Finance
Simon Kenton High School
Evergreen Advisors Inc. December 2002 - Present
UBS PaineWebber December 1999 - December 2002
UBS PaineWebber April 1997 - December 1999
Skills
Securities, Financial Advisory, Retirement Planning, Retirement, Estate Planning, Strategic Financial..., Certified Financial..., Financial Planners, Wealth, Mutual Funds, IRAs, Investments, Investment Management, Finance, Financial Planning
Education
Xavier University - School of Business Administration 1996 — 1997
MBA, General Business
Northern Kentucky University 1993 — 1996
Bachelors of Science - Finance
Simon Kenton High School
Daniel Rynkar Daniel Rynkar's UBS PaineWebber Experience August 1997 - January 2004
Job Vice President Investments The Burke Rynkar Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
The Burke Rynkar Group of Wells Fargo Advisors, LLC January 2004 - Present
UBS PaineWebber August 1997 - January 2004
Education
Fairfield University 1992 — 1996
Bachelor's Degree
Chaminade High School 1988 — 1992
The Burke Rynkar Group of Wells Fargo Advisors, LLC January 2004 - Present
UBS PaineWebber August 1997 - January 2004
Education
Fairfield University 1992 — 1996
Bachelor's Degree
Chaminade High School 1988 — 1992
Lisa (Baransky) Orchard Lisa (Baransky) Orchard's UBS PaineWebber Experience July 2000 - June 2002
Job Sr Business Systems Analyst at Starbucks Coffee Company
Industry Retail
Experience
Starbucks Coffee Company May 2011 - Present
Starbucks Coffee Company August 2007 - May 2011
Starbucks Coffee Company June 2005 - July 2007
Starbucks Coffee Company November 2003 - January 2005
Seattle Coffee Company June 2003 - November 2003
Seattle Coffee Company July 2002 - June 2003
UBS PaineWebber July 2000 - June 2002
Skills
Analysis, Data Management, Program Management, Business Strategy, Customer Service, Software Documentation, Autodesk Revit..., Autodesk Vault, Microsoft Excel, Data Integrity, Business Process, Requirements Analysis, Sales, Training, Data Analysis
Education
Linfield College 1996 — 2000
BA, Finance
Starbucks Coffee Company May 2011 - Present
Starbucks Coffee Company August 2007 - May 2011
Starbucks Coffee Company June 2005 - July 2007
Starbucks Coffee Company November 2003 - January 2005
Seattle Coffee Company June 2003 - November 2003
Seattle Coffee Company July 2002 - June 2003
UBS PaineWebber July 2000 - June 2002
Skills
Analysis, Data Management, Program Management, Business Strategy, Customer Service, Software Documentation, Autodesk Revit..., Autodesk Vault, Microsoft Excel, Data Integrity, Business Process, Requirements Analysis, Sales, Training, Data Analysis
Education
Linfield College 1996 — 2000
BA, Finance
Ryan J. Norwood Ryan J. Norwood's UBS PaineWebber Experience October 2002 - August 2003
Job Global Commodity Specialist at GE Aviation
Industry Logistics and Supply Chain
Experience
GE Aviation January 2012 - Present
GE Aviation September 2010 - August 2012
Eaton Aerospace May 2006 - January 2010
General Motors Corporation May 2005 - April 2006
Hines Park Lincoln Mercury October 2003 - May 2005
UBS PaineWebber October 2002 - August 2003
Comerica Bank May 2001 - September 2002
Skills
Supply Chain, Purchasing
Education
Davenport University 2009 — 2011
Masters, MBA - Strategic Management
Michigan State University 1997 — 2001
BA, Supply Chain Management
Cedar Springs High School
GE Aviation January 2012 - Present
GE Aviation September 2010 - August 2012
Eaton Aerospace May 2006 - January 2010
General Motors Corporation May 2005 - April 2006
Hines Park Lincoln Mercury October 2003 - May 2005
UBS PaineWebber October 2002 - August 2003
Comerica Bank May 2001 - September 2002
Skills
Supply Chain, Purchasing
Education
Davenport University 2009 — 2011
Masters, MBA - Strategic Management
Michigan State University 1997 — 2001
BA, Supply Chain Management
Cedar Springs High School
Todd Coulombe's UBS PaineWebber Experience 1997 - 2004
Job Fellow Senate Committee on Small Business & Entrepreneurship
Industry Political Organization
Experience
Senate Committee on Small Business & Entrepreneurship July 2012 - December 2012
Pacific Crest Securities 2007 - 2012
GunnAllen Financial 2005 - 2006
UBS PaineWebber 1997 - 2004
Skills
FINRA License Series 7,..., FINRA Anti-Money..., Relationship Management, Due Diligence, Securities, Process Improvement, Equities
Education
Bentley College 1993 — 1996
Bachelor of Science (B.S.), Finance
Senate Committee on Small Business & Entrepreneurship July 2012 - December 2012
Pacific Crest Securities 2007 - 2012
GunnAllen Financial 2005 - 2006
UBS PaineWebber 1997 - 2004
Skills
FINRA License Series 7,..., FINRA Anti-Money..., Relationship Management, Due Diligence, Securities, Process Improvement, Equities
Education
Bentley College 1993 — 1996
Bachelor of Science (B.S.), Finance
Yvette Pena-Dusza Yvette Pena-Dusza's UBS PaineWebber Experience November 1989 - October 2004
Job Manager Applications Development at Metropolitan Life Insurance Company
Industry Insurance
Experience
Metropolitan Life Insurance Company November 2004 - Present
UBS PaineWebber November 1989 - October 2004
Skills
Software Project..., Software Development, Business Analysis, SDLC, Process Improvement, Disaster Recovery, PMO, Vendor Management, Requirements Gathering, Project Management, IT Strategy, Visio, Access, Quality Assurance, Requirements Analysis, Program Management, PMP, SharePoint, Software Quality..., Agile Application...
Education
Saint Peter's University 1986 — 1990
Bachelor of Science, Marketing
Metropolitan Life Insurance Company November 2004 - Present
UBS PaineWebber November 1989 - October 2004
Skills
Software Project..., Software Development, Business Analysis, SDLC, Process Improvement, Disaster Recovery, PMO, Vendor Management, Requirements Gathering, Project Management, IT Strategy, Visio, Access, Quality Assurance, Requirements Analysis, Program Management, PMP, SharePoint, Software Quality..., Agile Application...
Education
Saint Peter's University 1986 — 1990
Bachelor of Science, Marketing
Kevin Pierre Kevin Pierre's UBS PaineWebber Experience March 1998 - October 1999
Job VP, Development & Project Manager at Verisys Corporation
Industry Computer Software
Experience
Verisys Corporation September 2013 - Present
KJP Consulting Group, LLC December 2011 - September 2013
NJM Insurance Group 2011 - 2012
Citigroup September 2005 - November 2011
Concentra September 2000 - March 2003
Bank of New York October 1999 - August 2000
UBS PaineWebber March 1998 - October 1999
Salomon Brothers March 1990 - March 1998
Skills
SDLC, Software Development, Disaster Recovery, Unix, Data Center, XML, Virtualization, Product Management, Project Management, Enterprise Software, Security, Microsoft SQL Server, Software Documentation, Management, Oracle, Integration, Quality Assurance, Software Project..., Program Management, CRM, Outsourcing, Agile Methodologies, IT Management, E-commerce, IT Strategy, Servers, Vendor Management, Business Intelligence, Information Technology, Leadership, Enterprise Architecture, Business Analysis, PMP, PMO, Solution Architecture, Requirements Analysis, Project Portfolio...
Education
Scrum Alliance CSPO 2015 — 2015
CSPO Certified, Agile Scrum Product Owned, Certified
PMP Certification 2005 — 2015
PMP, Project Management
Central Michigan University 1981 — 1985
BS, Math and Computers
Verisys Corporation September 2013 - Present
KJP Consulting Group, LLC December 2011 - September 2013
NJM Insurance Group 2011 - 2012
Citigroup September 2005 - November 2011
Concentra September 2000 - March 2003
Bank of New York October 1999 - August 2000
UBS PaineWebber March 1998 - October 1999
Salomon Brothers March 1990 - March 1998
Skills
SDLC, Software Development, Disaster Recovery, Unix, Data Center, XML, Virtualization, Product Management, Project Management, Enterprise Software, Security, Microsoft SQL Server, Software Documentation, Management, Oracle, Integration, Quality Assurance, Software Project..., Program Management, CRM, Outsourcing, Agile Methodologies, IT Management, E-commerce, IT Strategy, Servers, Vendor Management, Business Intelligence, Information Technology, Leadership, Enterprise Architecture, Business Analysis, PMP, PMO, Solution Architecture, Requirements Analysis, Project Portfolio...
Education
Scrum Alliance CSPO 2015 — 2015
CSPO Certified, Agile Scrum Product Owned, Certified
PMP Certification 2005 — 2015
PMP, Project Management
Central Michigan University 1981 — 1985
BS, Math and Computers
Liz Clifford Liz Clifford's UBS PaineWebber Experience April 2001 - May 2004
Job Director Advisory Consulting at UBS
Industry Financial Services
Experience
UBS August 2015 - Present
PIMCO January 2013 - July 2015
Nuveen Investments April 2011 - January 2013
UBS Global Asset Management February 2009 - February 2010
UBS Global Asset Management October 2008 - February 2009
UBS Global Asset Management January 2006 - July 2008
UBS Global Asset Management September 2006 - June 2007
UBS Financial Services, Inc May 2004 - September 2006
UBS PaineWebber April 2001 - May 2004
Mutchler Pharmaceuticals Inc October 1999 - March 2001
Skills
Wealth Management, Investments, Marketing, Consulting, Series 7, Asset Allocation, Series 63, Fixed Income, Asset Managment, Investment Advisory, Equities, Securities, Asset Management
Education
Bucknell University 1995 — 1999
B.S, Chemical Engineering
The Ursuline School
UBS August 2015 - Present
PIMCO January 2013 - July 2015
Nuveen Investments April 2011 - January 2013
UBS Global Asset Management February 2009 - February 2010
UBS Global Asset Management October 2008 - February 2009
UBS Global Asset Management January 2006 - July 2008
UBS Global Asset Management September 2006 - June 2007
UBS Financial Services, Inc May 2004 - September 2006
UBS PaineWebber April 2001 - May 2004
Mutchler Pharmaceuticals Inc October 1999 - March 2001
Skills
Wealth Management, Investments, Marketing, Consulting, Series 7, Asset Allocation, Series 63, Fixed Income, Asset Managment, Investment Advisory, Equities, Securities, Asset Management
Education
Bucknell University 1995 — 1999
B.S, Chemical Engineering
The Ursuline School
Nathaniel Rink Nathaniel Rink's UBS PaineWebber Experience January 2001 - August 2001
Job Junior FrontEnd Developer, UX Team at Brainshark, Inc.
Industry Internet
Experience
Brainshark, Inc. July 2011 - Present
Leading Market Technologies / MarketBrowser.com June 2010 - June 2011
Carbonite October 2008 - September 2009
Trend Micro May 2007 - October 2008
Trend Micro July 2006 - May 2007
Trend Micro February 2006 - July 2006
8minuteDating.com August 2003 - March 2005
Hannah's September 2001 - August 2003
UBS PaineWebber January 2001 - August 2001
DS-MAX September 1999 - October 2000
Skills
Email Marketing, Copywriting, Lead Generation, Salesforce.com, Online Advertising, SEO, Web Analytics, Social Media Marketing, E-commerce, Marketing Automation, SEM, Digital Marketing, Product Marketing, Direct Marketing, SaaS, Marketing Communications, B2B, PPC, Marketing Strategy, Marketing, HTML, CSS, JavaScript, Eloqua, Google Adwords, Online Marketing, Web Marketing, Program Management, Renewals, Freemium, Multi-channel Marketing, Brainshark, B2B Marketing, Direct Sales, Demand Generation, Software Development
Education
Dartmouth College 1995 — 1999
BA, Psychology. English.
North Yarmouth Academy 1991 — 1995
Valedictorian
Brainshark, Inc. July 2011 - Present
Leading Market Technologies / MarketBrowser.com June 2010 - June 2011
Carbonite October 2008 - September 2009
Trend Micro May 2007 - October 2008
Trend Micro July 2006 - May 2007
Trend Micro February 2006 - July 2006
8minuteDating.com August 2003 - March 2005
Hannah's September 2001 - August 2003
UBS PaineWebber January 2001 - August 2001
DS-MAX September 1999 - October 2000
Skills
Email Marketing, Copywriting, Lead Generation, Salesforce.com, Online Advertising, SEO, Web Analytics, Social Media Marketing, E-commerce, Marketing Automation, SEM, Digital Marketing, Product Marketing, Direct Marketing, SaaS, Marketing Communications, B2B, PPC, Marketing Strategy, Marketing, HTML, CSS, JavaScript, Eloqua, Google Adwords, Online Marketing, Web Marketing, Program Management, Renewals, Freemium, Multi-channel Marketing, Brainshark, B2B Marketing, Direct Sales, Demand Generation, Software Development
Education
Dartmouth College 1995 — 1999
BA, Psychology. English.
North Yarmouth Academy 1991 — 1995
Valedictorian
Jody Shufelt Drake Jody Shufelt Drake's UBS PaineWebber Experience June 1999 - December 2002
Job Consumer Services Professional
Industry Consumer Services
Experience
Golf Quest September 2010 - Present
SOLUS GOLF December 2009 - February 2011
BOCCIERI GOLF January 2005 - February 2010
PETCO January 2003 - March 2005
UBS PaineWebber June 1999 - December 2002
Reynolds & Rowella January 1987 - March 1998
Skills
Customer Service, Microsoft Office, Microsoft Excel, Sales, Microsoft Word, Retail
Education
Sacred Heart University 1983 — 1985
Associate's degree, Business Administration and Management, General
Katharine Gibbs Business School 1978 — 1978
Certification, Business Administration and Management, General
Norwalk High School 1975 — 1978
Diploma, General
Golf Quest September 2010 - Present
SOLUS GOLF December 2009 - February 2011
BOCCIERI GOLF January 2005 - February 2010
PETCO January 2003 - March 2005
UBS PaineWebber June 1999 - December 2002
Reynolds & Rowella January 1987 - March 1998
Skills
Customer Service, Microsoft Office, Microsoft Excel, Sales, Microsoft Word, Retail
Education
Sacred Heart University 1983 — 1985
Associate's degree, Business Administration and Management, General
Katharine Gibbs Business School 1978 — 1978
Certification, Business Administration and Management, General
Norwalk High School 1975 — 1978
Diploma, General
Wayne Bridges Wayne Bridges's UBS PaineWebber Experience September 2003 - April 2009
Job Director Personal & Commercial Insurance at Martin Noone Agency
Industry Insurance
Experience
Martin Noone Agency July 2010 - Present
UBS PaineWebber September 2003 - April 2009
Liberty Mutual Insurance July 1982 - January 2000
Skills
Insurance, Employee Benefits, Marketing, Health Insurance, Strategic Planning, Customer Service, Retirement Planning, Life Insurance, Long-term Care, Term Life Insurance, 401k, Small Business
Education
Belhaven College 1977 — 1980
BA, History-Minor Business
Wingfield
Martin Noone Agency July 2010 - Present
UBS PaineWebber September 2003 - April 2009
Liberty Mutual Insurance July 1982 - January 2000
Skills
Insurance, Employee Benefits, Marketing, Health Insurance, Strategic Planning, Customer Service, Retirement Planning, Life Insurance, Long-term Care, Term Life Insurance, 401k, Small Business
Education
Belhaven College 1977 — 1980
BA, History-Minor Business
Wingfield
Darin Jerger's UBS PaineWebber Experience 1997 - 2001
Job Managing Director at Credit Loan Approvals, LLC
Industry Financial Services
Experience
Credit Loan Approvals, LLC January 2015 - Present
Efficient Couriers, Inc. December 2013 - Present
Aegis Investment Group, LLC 2001 - Present
Starboard Group Management January 2008 - April 2013
UBS PaineWebber 1997 - 2001
OLDE Stockbrokers 1992 - 1997
Skills
Strategic Planning, Negotiation, Negotiating Contracts, Mergers, Acquisition Analysis, Business Valuation, Enterprise Valuation, Purchase Agreements, Delegation, Accountability, Contract Negotiation, Mergers & Acquisitions, Acquisitions, Investments, Strategy, Due Diligence, Purchasing, Real Estate, Equities, Financial Services, Sales, Portfolio Management
Education
Indiana University Bloomington 1988 — 1992
BS, Business, Finance Concentration
Credit Loan Approvals, LLC January 2015 - Present
Efficient Couriers, Inc. December 2013 - Present
Aegis Investment Group, LLC 2001 - Present
Starboard Group Management January 2008 - April 2013
UBS PaineWebber 1997 - 2001
OLDE Stockbrokers 1992 - 1997
Skills
Strategic Planning, Negotiation, Negotiating Contracts, Mergers, Acquisition Analysis, Business Valuation, Enterprise Valuation, Purchase Agreements, Delegation, Accountability, Contract Negotiation, Mergers & Acquisitions, Acquisitions, Investments, Strategy, Due Diligence, Purchasing, Real Estate, Equities, Financial Services, Sales, Portfolio Management
Education
Indiana University Bloomington 1988 — 1992
BS, Business, Finance Concentration
Justin Oliver, CMPS Justin Oliver, CMPS's UBS PaineWebber Experience August 2001 - May 2003
Job Vice President at NOVA Home Loans
Industry Financial Services
Experience
NOVA Home Loans August 2011 - Present
FirstCal Mortgage February 2010 - August 2011
Intellichoice Mortgage May 2003 - January 2010
UBS PaineWebber August 2001 - May 2003
Skills
Finance, FHA, Investment Properties, HUD, Mortgage Lending, Loans, Certified Mortgage..., Real Estate, Residential Homes, Refinance, Investors, Single Family Homes, Sellers, USDA, Residential Mortgages, Mortgage Banking, Loan Origination, VA Loans, FHA Financing, Reverse Mortgages
Education
Arizona State University 1996 — 2001
Business
NOVA Home Loans August 2011 - Present
FirstCal Mortgage February 2010 - August 2011
Intellichoice Mortgage May 2003 - January 2010
UBS PaineWebber August 2001 - May 2003
Skills
Finance, FHA, Investment Properties, HUD, Mortgage Lending, Loans, Certified Mortgage..., Real Estate, Residential Homes, Refinance, Investors, Single Family Homes, Sellers, USDA, Residential Mortgages, Mortgage Banking, Loan Origination, VA Loans, FHA Financing, Reverse Mortgages
Education
Arizona State University 1996 — 2001
Business
JOHN MILAN SEBIK- NSA/CNSS INFOSEC 4014E JOHN MILAN SEBIK- NSA/CNSS INFOSEC 4014E's UBS PaineWebber Experience October 2000 - October 2001
Job
Industry Government Administration
Experience
Web Merchants, Inc March 2006 - September 2009
Worldwide Distribution Services March 2004 - March 2006
Dynamic Distribution November 2001 - February 2004
UBS PaineWebber October 2000 - October 2001
Dynamic Distribution August 1997 - June 2000
Skills
Security Awareness, Network Security, Warehouse Management, 3PL, Great People Skills, Natural Leader, Self-driven, Open-minded, Able To Work Under..., Humorist, Well-organized, Team-oriented, Persistance, Personality, Patience, Compassion, Caring, Polite, Courteous, Logistics Management, Team Management, Incentive Travel, Employee Relations, Motivated, Communication Skills, Organizational, Effective, Able to Travel, Able to speak my mind, Love to Help Others, Determined to make a..., Great Listener, Purchasing, Warehousing, Computer Security, People Management, Politics, Information Assurance, Team Leadership, Team Building, Operations Management, Security, Problem Solving, Negotiation, Customer Relations, Customer Service, Public Speaking, Logistics, Account Management, Interviewing
Education
New Jersey City University 2011 — 2013
Master of Science, National Security, Corporate Security, Cyber Security/Information Assurance, 3.87 GPA
New Jersey City University 2009 — 2011
Bachelor of Science, National Security Studies/ Information Assurance/Business
Hudson County Community College 2001 — 2005
Liberal Arts-Business-Accounting, Management
bayonne high 1985 — 1989
Web Merchants, Inc March 2006 - September 2009
Worldwide Distribution Services March 2004 - March 2006
Dynamic Distribution November 2001 - February 2004
UBS PaineWebber October 2000 - October 2001
Dynamic Distribution August 1997 - June 2000
Skills
Security Awareness, Network Security, Warehouse Management, 3PL, Great People Skills, Natural Leader, Self-driven, Open-minded, Able To Work Under..., Humorist, Well-organized, Team-oriented, Persistance, Personality, Patience, Compassion, Caring, Polite, Courteous, Logistics Management, Team Management, Incentive Travel, Employee Relations, Motivated, Communication Skills, Organizational, Effective, Able to Travel, Able to speak my mind, Love to Help Others, Determined to make a..., Great Listener, Purchasing, Warehousing, Computer Security, People Management, Politics, Information Assurance, Team Leadership, Team Building, Operations Management, Security, Problem Solving, Negotiation, Customer Relations, Customer Service, Public Speaking, Logistics, Account Management, Interviewing
Education
New Jersey City University 2011 — 2013
Master of Science, National Security, Corporate Security, Cyber Security/Information Assurance, 3.87 GPA
New Jersey City University 2009 — 2011
Bachelor of Science, National Security Studies/ Information Assurance/Business
Hudson County Community College 2001 — 2005
Liberal Arts-Business-Accounting, Management
bayonne high 1985 — 1989
David Chapnick David Chapnick's UBS PaineWebber Experience June 2002 - August 2002
Job Strategic Partnership and Sales Consulting at Vantage Partners
Industry Management Consulting
Experience
Vantage Partners January 2008 - Present
Vantage Partners December 2005 - December 2007
Vantage Partners February 2004 - November 2005
UBS PaineWebber June 2002 - August 2002
MBNA June 2001 - August 2001
Skills
Strategic Alliances, Key Account Management, Negotiation, Strategic Partnerships, CRM, Strategy, Change Management, Organizational..., Program Management, Management Consulting, Performance Management, Organizational Design, Business Strategy, Process Improvement, Governance, Start-ups, Business Process..., Business Development, Corporate Development, Partner Management, Sales Management, Corporate Sustainability, Sales Operations, Sales & Marketing..., Organizational..., Pricing Strategy, Value Selling, Channel Partners
Education
Boston University 2000 — 2003
Bachelor’s Degree, International Relations
Harvard Law School
Harvard Negotiation Institute
University of New Hampshire - Whittemore School of Business and Economics
Professional Certificate, Corporate Sustainability
Vantage Partners January 2008 - Present
Vantage Partners December 2005 - December 2007
Vantage Partners February 2004 - November 2005
UBS PaineWebber June 2002 - August 2002
MBNA June 2001 - August 2001
Skills
Strategic Alliances, Key Account Management, Negotiation, Strategic Partnerships, CRM, Strategy, Change Management, Organizational..., Program Management, Management Consulting, Performance Management, Organizational Design, Business Strategy, Process Improvement, Governance, Start-ups, Business Process..., Business Development, Corporate Development, Partner Management, Sales Management, Corporate Sustainability, Sales Operations, Sales & Marketing..., Organizational..., Pricing Strategy, Value Selling, Channel Partners
Education
Boston University 2000 — 2003
Bachelor’s Degree, International Relations
Harvard Law School
Harvard Negotiation Institute
University of New Hampshire - Whittemore School of Business and Economics
Professional Certificate, Corporate Sustainability
Raymond Cuciniello Raymond Cuciniello's UBS PaineWebber Experience 1998 - 2000
Job Director of Human Resources at Good Shepherd Services
Industry Human Resources
Experience
Good Shepherd Services October 2014 - Present
Edelman February 2014 - October 2014
Edwin Gould Services for Children & Families May 2010 - February 2014
Senior Human Resources Consultant, Executive Coach and Contract Recruiter 2003 - 2010
Ketchum Public Relations 2000 - 2003
UBS PaineWebber 1998 - 2000
NatWest Markets 1997 - 1998
Wachovia Securities 1995 - 1997
Morgan Stanley 1994 - 1996
Skills
Senior Human Resources..., Talent Acquisition, Organizational..., Employee Relations and..., Executive Coaching, Leadership Development..., Sourcing & Recruiting, Policy Writing, Employee Engagement &..., Management, Public Relations, Human Resources, Sponsorship, Advertising, Performance Management, Employee Benefits, Social Media, Strategy, Training, HRIS, Executive Search, HR Policies, Temporary Placement, Leadership, Leadership Development, Employee Relations, Recruiting, Succession Planning, Talent Management, Strategic Planning, HR Consulting, Labor Relations
Education
Baruch College, City University of New York (CUNY) 1988 — 1991
MBA - Human Resources Management, Leadership Development & Business Strategy
University of Notre Dame 1984 — 1988
BA Psychology, Organizational Behavior & Psychometric Assessment
Good Shepherd Services October 2014 - Present
Edelman February 2014 - October 2014
Edwin Gould Services for Children & Families May 2010 - February 2014
Senior Human Resources Consultant, Executive Coach and Contract Recruiter 2003 - 2010
Ketchum Public Relations 2000 - 2003
UBS PaineWebber 1998 - 2000
NatWest Markets 1997 - 1998
Wachovia Securities 1995 - 1997
Morgan Stanley 1994 - 1996
Skills
Senior Human Resources..., Talent Acquisition, Organizational..., Employee Relations and..., Executive Coaching, Leadership Development..., Sourcing & Recruiting, Policy Writing, Employee Engagement &..., Management, Public Relations, Human Resources, Sponsorship, Advertising, Performance Management, Employee Benefits, Social Media, Strategy, Training, HRIS, Executive Search, HR Policies, Temporary Placement, Leadership, Leadership Development, Employee Relations, Recruiting, Succession Planning, Talent Management, Strategic Planning, HR Consulting, Labor Relations
Education
Baruch College, City University of New York (CUNY) 1988 — 1991
MBA - Human Resources Management, Leadership Development & Business Strategy
University of Notre Dame 1984 — 1988
BA Psychology, Organizational Behavior & Psychometric Assessment
Nicholas De Filippo's UBS PaineWebber Experience December 1999 - June 2004
Job Product Specialist at UBS Wealth Management
Industry Financial Services
Experience
UBS May 2015 - Present
UBS Wealth Management February 2007 - Present
Hamilton & Company 2004 - 2007
UBS PaineWebber December 1999 - June 2004
Skills
Performance Measurement, Risk Analytics, Performance Analysis, Passed CIPM Principles..., Research, GIPS, Bloomberg Terminal, Alternative Investments, Equities, Performance Reporting, Business Analysis, Requirements Gathering, Fixed Income, Mutual Funds, Bloomberg, Analysis, Asset Allocation
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Communications
UBS May 2015 - Present
UBS Wealth Management February 2007 - Present
Hamilton & Company 2004 - 2007
UBS PaineWebber December 1999 - June 2004
Skills
Performance Measurement, Risk Analytics, Performance Analysis, Passed CIPM Principles..., Research, GIPS, Bloomberg Terminal, Alternative Investments, Equities, Performance Reporting, Business Analysis, Requirements Gathering, Fixed Income, Mutual Funds, Bloomberg, Analysis, Asset Allocation
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Communications
Ilyse Link (nee Heinig), CMP Ilyse Link (nee Heinig), CMP's UBS PaineWebber Experience May 2000 - May 2001
Job PAREXEL International, Freelance Meeting Planner
Industry Marketing and Advertising
Experience
ImpactXM (formerly Impact Unlimited) May 2014 - Present
PAREXEL April 2006 - May 2014
Thomson Physicians World August 2001 - April 2006
UBS PaineWebber May 2000 - May 2001
IMPACT Group May 1997 - May 2000
Jewish Board of Family and Children Service November 1994 - August 1997
JACS, a program of the Jewish Board of Family and Children Services November 1989 - November 1995
Marriott Management Services September 1992 - June 1994
Hollyer, Brady February 1991 - September 1992
Consumer Value Stores January 1990 - September 1991
Skills
Meeting Planning, Corporate Events, Incentives, Event Planning, Event Management, Microsoft Office, Newsletters, Leadership, Training, Public Speaking, Management, Budgets, Hotels, Tourism, Contract Negotiation, Trade Shows, Customer Service, Live Events, Hospitality, Marketing Communications, Program Management, Production Managment, Negotiation, Project Management
Education
Culinary Institute of America 1983 — 1985
Associate Degree, Occupational Studies; Culinary Arts and Food Service Management
Mercy College 1981 — 1982
Bachelor of Science Degree, English/Communications
State University of New York at Buffalo 1978 — 1981
English, minor Communications
Ramapo Sr. High School 1974 — 1978
Regents, General
ImpactXM (formerly Impact Unlimited) May 2014 - Present
PAREXEL April 2006 - May 2014
Thomson Physicians World August 2001 - April 2006
UBS PaineWebber May 2000 - May 2001
IMPACT Group May 1997 - May 2000
Jewish Board of Family and Children Service November 1994 - August 1997
JACS, a program of the Jewish Board of Family and Children Services November 1989 - November 1995
Marriott Management Services September 1992 - June 1994
Hollyer, Brady February 1991 - September 1992
Consumer Value Stores January 1990 - September 1991
Skills
Meeting Planning, Corporate Events, Incentives, Event Planning, Event Management, Microsoft Office, Newsletters, Leadership, Training, Public Speaking, Management, Budgets, Hotels, Tourism, Contract Negotiation, Trade Shows, Customer Service, Live Events, Hospitality, Marketing Communications, Program Management, Production Managment, Negotiation, Project Management
Education
Culinary Institute of America 1983 — 1985
Associate Degree, Occupational Studies; Culinary Arts and Food Service Management
Mercy College 1981 — 1982
Bachelor of Science Degree, English/Communications
State University of New York at Buffalo 1978 — 1981
English, minor Communications
Ramapo Sr. High School 1974 — 1978
Regents, General
Leo Harrington, Jr. Leo Harrington, Jr.'s UBS PaineWebber Experience 1998 - 2001
Job Investment Executive at Fifth Third Bank
Industry Executive Office
Experience
Fifth Third Bank June 2013 - Present
Dunkin' Donuts/Baskin Robbins Franchisee December 2002 - June 2013
Salomon Smith Barney January 2001 - December 2002
UBS Painewebber 1998 - 2001
Liberty Funds Group, LLC March 1996 - March 1998
Skills
Investments, Retirement Planning, Leadership, New Business Development, Human Resources, Strategic Planning, Business Development, Mutual Funds, Project Management, Financial Analysis, Budget Process, Cost Management, Strategy, Entrepreneurship, P&L Management, Sales and Marketing, P&L development
Education
Northeastern University 1989 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General
Fifth Third Bank June 2013 - Present
Dunkin' Donuts/Baskin Robbins Franchisee December 2002 - June 2013
Salomon Smith Barney January 2001 - December 2002
UBS Painewebber 1998 - 2001
Liberty Funds Group, LLC March 1996 - March 1998
Skills
Investments, Retirement Planning, Leadership, New Business Development, Human Resources, Strategic Planning, Business Development, Mutual Funds, Project Management, Financial Analysis, Budget Process, Cost Management, Strategy, Entrepreneurship, P&L Management, Sales and Marketing, P&L development
Education
Northeastern University 1989 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General
Shoshana Altschuller Shoshana Altschuller's UBS PaineWebber Experience February 2000 - August 2003
Job Associate Professor at Iona College
Industry Higher Education
Experience
Iona College September 2007 - Present
Baruch College September 2004 - August 2005
Baruch College September 2003 - August 2004
UBS PaineWebber February 2000 - August 2003
Education
City University of New York-Baruch College 2001 — 2007
Doctor of Philosophy (PhD), Information Systems
Baruch College - Zicklin School of Business
Master of Business Administration (MBA), Information Systems
Brooklyn College 1997 — 2000
Bachelor of Science, Computer and Information Science
Iona College September 2007 - Present
Baruch College September 2004 - August 2005
Baruch College September 2003 - August 2004
UBS PaineWebber February 2000 - August 2003
Education
City University of New York-Baruch College 2001 — 2007
Doctor of Philosophy (PhD), Information Systems
Baruch College - Zicklin School of Business
Master of Business Administration (MBA), Information Systems
Brooklyn College 1997 — 2000
Bachelor of Science, Computer and Information Science
Kathy Tynan's UBS PaineWebber Experience February 2000 - March 2003
Job Owner, Kneaded Touch Massage
Industry Health, Wellness and Fitness
Experience
Kneaded Touch Massage December 2000 - Present
TM Sisson PC October 2006 - February 2014
ING Financial Partners March 2006 - October 2006
Wachovia Securities, LLC March 2003 - March 2006
UBS PaineWebber February 2000 - March 2003
Princor Broker Dealer Services April 1996 - January 2000
PaineWebber July 1990 - March 1996
Skills
New Business Development, Process Improvement, Sales, Small Business, Team Building, Customer Service, Social Media, Strategic Planning, Public Speaking, Management, Budgets, Leadership, Training, Coaching, Entrepreneurship, Marketing
Education
AIB College of Business 1987 — 1989
Associates, Business Administration
Graceland University
Kneaded Touch Massage December 2000 - Present
TM Sisson PC October 2006 - February 2014
ING Financial Partners March 2006 - October 2006
Wachovia Securities, LLC March 2003 - March 2006
UBS PaineWebber February 2000 - March 2003
Princor Broker Dealer Services April 1996 - January 2000
PaineWebber July 1990 - March 1996
Skills
New Business Development, Process Improvement, Sales, Small Business, Team Building, Customer Service, Social Media, Strategic Planning, Public Speaking, Management, Budgets, Leadership, Training, Coaching, Entrepreneurship, Marketing
Education
AIB College of Business 1987 — 1989
Associates, Business Administration
Graceland University
John Boloian John Boloian's UBS PaineWebber Experience May 2001 - 2004
Job eLearning Content Developer at Nuance Communications
Industry Information Technology and Services
Experience
Nuance Communications October 2011 - Present
UBS Financial Services, Inc. 2008 - October 2011
UBS Wealth Management 2004 - 2008
UBS PaineWebber May 2001 - 2004
Skills
Blended Learning, Training, SharePoint, Program Management, Project Management, Learning Management..., E-Learning, Vendor Management, Analysis, Process Improvement, Access, Change Management, Instructional Design, Organizational..., SaaS, Strategic Planning, Agile Methodologies, Visio
Education
Bentley University 2006 — 2011
Masters, Human Factors in Information Design
University of Massachusetts Lowell 1987 — 1991
Bachelors, Psychology
Nuance Communications October 2011 - Present
UBS Financial Services, Inc. 2008 - October 2011
UBS Wealth Management 2004 - 2008
UBS PaineWebber May 2001 - 2004
Skills
Blended Learning, Training, SharePoint, Program Management, Project Management, Learning Management..., E-Learning, Vendor Management, Analysis, Process Improvement, Access, Change Management, Instructional Design, Organizational..., SaaS, Strategic Planning, Agile Methodologies, Visio
Education
Bentley University 2006 — 2011
Masters, Human Factors in Information Design
University of Massachusetts Lowell 1987 — 1991
Bachelors, Psychology
Carryne Latada Carryne Latada's UBS PaineWebber Experience February 2000 - May 2001
Job Senior Loan Consultant at New American Funding
Industry Financial Services
Experience
New American Funding November 2011 - Present
Prospect Mortgage, LLC July 2010 - November 2011
Wells Fargo Home Mortgage June 2004 - July 2010
AIG Financial 2001 - 2004
UBS PaineWebber February 2000 - May 2001
Skills
REO/Short Sale..., First Time Home Buyers..., Renovation Lending..., Refinance, Multi-family, FHA financing, VA, Home Equity Loans, Down Payment Assistance, First Time Home Buyers, Investors, Government Loans, Real Estate, Referrals, FHA, VA loans, Mortgage Lending, Finance, Loans, Mortgage Banking, Loan Origination, Residential Mortgages, Certified Mortgage..., Real Estate Financing, Construction Loans, Investment Properties, Credit Analysis, Short Sales, Real Estate Transactions, Condos, Single Family Homes, Mortgage Underwriting, Consumer Lending, Financial Structuring, Coaching, USDA, Sales, Credit, Financial Services, Residential Homes, Underwriting, REO, Investments, VA Loans, FHA Financing
Education
California State University-Long Beach - College of Business Administration 1996 — 2001
Bachelor of Science, Finance; Communication
New American Funding November 2011 - Present
Prospect Mortgage, LLC July 2010 - November 2011
Wells Fargo Home Mortgage June 2004 - July 2010
AIG Financial 2001 - 2004
UBS PaineWebber February 2000 - May 2001
Skills
REO/Short Sale..., First Time Home Buyers..., Renovation Lending..., Refinance, Multi-family, FHA financing, VA, Home Equity Loans, Down Payment Assistance, First Time Home Buyers, Investors, Government Loans, Real Estate, Referrals, FHA, VA loans, Mortgage Lending, Finance, Loans, Mortgage Banking, Loan Origination, Residential Mortgages, Certified Mortgage..., Real Estate Financing, Construction Loans, Investment Properties, Credit Analysis, Short Sales, Real Estate Transactions, Condos, Single Family Homes, Mortgage Underwriting, Consumer Lending, Financial Structuring, Coaching, USDA, Sales, Credit, Financial Services, Residential Homes, Underwriting, REO, Investments, VA Loans, FHA Financing
Education
California State University-Long Beach - College of Business Administration 1996 — 2001
Bachelor of Science, Finance; Communication
Troy DeMumbrum, ACPF Troy DeMumbrum, ACPF's UBS PaineWebber Experience March 2002 - June 2002
Job Demand Planner at Edgewell Personal Care
Industry Consumer Goods
Experience
Edgewell Personal Care April 2015 - Present
Keurig Green Mountain, Inc. March 2012 - April 2015
Hatfield Quality Meats October 2010 - March 2012
Integra LifeSciences August 2008 - November 2010
Dorman Products May 2006 - August 2008
U.S. Ingenuity May 2004 - July 2006
Heritage Mint, Ltd. February 2003 - May 2006
UBS PaineWebber March 2002 - June 2002
Walgreens May 2001 - February 2002
Charles Schwab May 2000 - April 2001
Skills
Forecasting, ERP, Demand Planning, Inventory Management, Supply Chain Management, Analysis, Supply Chain, Cross-functional Team..., Process Improvement, MRP, Supply Chain..., Continuous Improvement, Logistics, Supply Management, Materials Management, Marketing, Strategic Sourcing, Lean Manufacturing, Production Planning, Retail, Pricing, Project Planning
Education
Institute of Business Forecasting 2014 — 2014
Certification, Advanced Certified Business Forecaster (ACPF)
Institute of Business Forecasting 2007 — 2007
Certification, Certified Business Forecaster (CPF)
Arizona State University - W. P. Carey School of Business 2001 — 2002
Certification, Quality Analysis
Arizona State University - W. P. Carey School of Business 2000 — 2002
BS, Business Process Management
Northern Arizona University 1998 — 2000
Greenway High School
Edgewell Personal Care April 2015 - Present
Keurig Green Mountain, Inc. March 2012 - April 2015
Hatfield Quality Meats October 2010 - March 2012
Integra LifeSciences August 2008 - November 2010
Dorman Products May 2006 - August 2008
U.S. Ingenuity May 2004 - July 2006
Heritage Mint, Ltd. February 2003 - May 2006
UBS PaineWebber March 2002 - June 2002
Walgreens May 2001 - February 2002
Charles Schwab May 2000 - April 2001
Skills
Forecasting, ERP, Demand Planning, Inventory Management, Supply Chain Management, Analysis, Supply Chain, Cross-functional Team..., Process Improvement, MRP, Supply Chain..., Continuous Improvement, Logistics, Supply Management, Materials Management, Marketing, Strategic Sourcing, Lean Manufacturing, Production Planning, Retail, Pricing, Project Planning
Education
Institute of Business Forecasting 2014 — 2014
Certification, Advanced Certified Business Forecaster (ACPF)
Institute of Business Forecasting 2007 — 2007
Certification, Certified Business Forecaster (CPF)
Arizona State University - W. P. Carey School of Business 2001 — 2002
Certification, Quality Analysis
Arizona State University - W. P. Carey School of Business 2000 — 2002
BS, Business Process Management
Northern Arizona University 1998 — 2000
Greenway High School
Ken Tyson Ken Tyson's UBS PaineWebber Experience January 1999 - January 2001
Job CEO at Tyson Consulting Services LLC
Industry Computer Software
Experience
Tyson Consulting Services LLC June 2001 - Present
SEIU Pension and Benefit Fund February 2010 - May 2011
Patient Marketing Group November 2009 - December 2009
High Point December 2007 - August 2009
WestLB Bank June 2007 - September 2007
MetLife, Inc September 2004 - April 2007
Tyson Consulting Services June 2001 - August 2004
UBS PaineWebber January 1999 - January 2001
UBS PaineWebber January 1996 - January 1999
Omega Engineering January 1989 - January 1996
Skills
Microsoft SQL Server, Web Services, ASP.NET, C#, .NET, XML, IIS, VB.NET, JavaScript, SQL, T-SQL, SSRS, Visual Studio, AJAX, WCF, PL/SQL, ADO.NET, Databases, SDLC, Web Applications, Web Development, LINQ, Windows Azure, AngularJS, Kendo UI, jQuery, TFS, CSS, Visual Basic, WPF
Education
Fisk University 1982 — 1987
Bachelor of Science, Physics
University High School 1978 — 1982
Tyson Consulting Services LLC June 2001 - Present
SEIU Pension and Benefit Fund February 2010 - May 2011
Patient Marketing Group November 2009 - December 2009
High Point December 2007 - August 2009
WestLB Bank June 2007 - September 2007
MetLife, Inc September 2004 - April 2007
Tyson Consulting Services June 2001 - August 2004
UBS PaineWebber January 1999 - January 2001
UBS PaineWebber January 1996 - January 1999
Omega Engineering January 1989 - January 1996
Skills
Microsoft SQL Server, Web Services, ASP.NET, C#, .NET, XML, IIS, VB.NET, JavaScript, SQL, T-SQL, SSRS, Visual Studio, AJAX, WCF, PL/SQL, ADO.NET, Databases, SDLC, Web Applications, Web Development, LINQ, Windows Azure, AngularJS, Kendo UI, jQuery, TFS, CSS, Visual Basic, WPF
Education
Fisk University 1982 — 1987
Bachelor of Science, Physics
University High School 1978 — 1982
Michael Shuckerow's UBS PaineWebber Experience April 2000 - May 2005
Job Chief Compliance Officer Realty Capital Securities, LLC
Industry Capital Markets
Experience
Realty Capital Securities October 2014 - Present
Columbia Threadneedle Investments, US April 2008 - October 2014
Bank of America April 2008 - April 2010
Citi May 2005 - April 2008
UBS April 2000 - May 2005
UBS PaineWebber April 2000 - May 2005
New York Life Insurance Company 1998 - 2000
Connecticut Superior Court January 1997 - June 1997
Skills
Securities Regulation, Investments, Equities, AML, Securities, Financial Services, Hedge Funds, Asset Management, Mutual Funds, FINRA, Investment Management, Alternative Investments, Litigation, Corporate Law, Financial Risk, Corporate Governance, Financial Regulation, SEC, Due Diligence, Risk Management, International Compliance, Institutional..., Series 7, Derivatives, Series 24, Regulatory Affairs, Broker-Dealer, Institutional Investors, Securities Law, ERISA, UCITS, Private Placements, Product Development, Distribution Compliance, Wealth Management..., FCPA, Social Media Compliance, Cross Border, Government Markets, eComm/InfoSec, Pay to Play Rules, CFTC/NFA Compliance, FinCEN OFAC, SAS70, SSAE 16, JOBS Act (Jumpstarting..., Capital Markets
Education
St. John's University School of Law 1996 — 1998
Juris Doctor, Law
Northeastern University
BS, Pre-Law, CJ & Political Science
Realty Capital Securities October 2014 - Present
Columbia Threadneedle Investments, US April 2008 - October 2014
Bank of America April 2008 - April 2010
Citi May 2005 - April 2008
UBS April 2000 - May 2005
UBS PaineWebber April 2000 - May 2005
New York Life Insurance Company 1998 - 2000
Connecticut Superior Court January 1997 - June 1997
Skills
Securities Regulation, Investments, Equities, AML, Securities, Financial Services, Hedge Funds, Asset Management, Mutual Funds, FINRA, Investment Management, Alternative Investments, Litigation, Corporate Law, Financial Risk, Corporate Governance, Financial Regulation, SEC, Due Diligence, Risk Management, International Compliance, Institutional..., Series 7, Derivatives, Series 24, Regulatory Affairs, Broker-Dealer, Institutional Investors, Securities Law, ERISA, UCITS, Private Placements, Product Development, Distribution Compliance, Wealth Management..., FCPA, Social Media Compliance, Cross Border, Government Markets, eComm/InfoSec, Pay to Play Rules, CFTC/NFA Compliance, FinCEN OFAC, SAS70, SSAE 16, JOBS Act (Jumpstarting..., Capital Markets
Education
St. John's University School of Law 1996 — 1998
Juris Doctor, Law
Northeastern University
BS, Pre-Law, CJ & Political Science
Scott Abee Scott Abee's UBS PaineWebber Experience August 2000 - June 2001
Job Senior V.P. Offering Investment & Risk Management
Industry Financial Services
Experience
Davenport & Company LLC May 2001 - Present
UBS Painewebber August 2000 - June 2001
JC Bradford April 1989 - August 2000
Carolina Securities September 1986 - April 1989
Skills
Securities, Account Management, Business Development, Capital Markets, FINRA, Finance, Financial Advisory, Financial Services, Investment Advisory, Investments, New Business Development, Portfolio Management, Retirement Planning, Series 7, Small Business, Strategic Financial..., Wealth Management
Education
Campbell University 1981 — 1986
BA Business / Trust Management Certificate, Trust Administration
Davenport & Company LLC May 2001 - Present
UBS Painewebber August 2000 - June 2001
JC Bradford April 1989 - August 2000
Carolina Securities September 1986 - April 1989
Skills
Securities, Account Management, Business Development, Capital Markets, FINRA, Finance, Financial Advisory, Financial Services, Investment Advisory, Investments, New Business Development, Portfolio Management, Retirement Planning, Series 7, Small Business, Strategic Financial..., Wealth Management
Education
Campbell University 1981 — 1986
BA Business / Trust Management Certificate, Trust Administration
Ryan Riley Ryan Riley's UBS PaineWebber Experience February 1997 - October 2001
Job Managing Member at Calibre Consulting Group, LLC, Registered Investment Advisor
Industry Financial Services
Experience
Calibre Consulting Group October 2001 - Present
Green Light Energy, LLC May 2010 - Present
UBS PaineWebber February 1997 - October 2001
Smith Barney August 1995 - January 1997
Skills
Equities, Finance, Portfolio Management, Private Equity, Economics, Management, Investments, Investment Management, Team Leadership, Real Estate, Wealth Management, Process Improvement, Mutual Funds, Financial Analysis
Education
Colgate University 1991 — 1995
BA, Economics, French Literature
Sewickley Academy
Calibre Consulting Group October 2001 - Present
Green Light Energy, LLC May 2010 - Present
UBS PaineWebber February 1997 - October 2001
Smith Barney August 1995 - January 1997
Skills
Equities, Finance, Portfolio Management, Private Equity, Economics, Management, Investments, Investment Management, Team Leadership, Real Estate, Wealth Management, Process Improvement, Mutual Funds, Financial Analysis
Education
Colgate University 1991 — 1995
BA, Economics, French Literature
Sewickley Academy
Wayne Dictor's UBS PaineWebber Experience 1994 - 2003
Job President at Dictor|Financial LLC An Independent Firm
Industry Financial Services
Experience
DictorFinancial LLC September 2010 - Present
DictorMartin Inc. November 2003 - August 2010
UBS - PaineWebber 1994 - 2003
Dean Witter 1985 - 1994
Skills
Securities, Wealth Management, Financial Advisory, Investments, Strategic Financial..., Mutual Funds, Series 7, FINRA, Investment Advisory, Alternative Investments, Series 63, Tax, Retirement, Investment Strategies, Estate Planning, Finance, Fixed Income, Retirement Planning, Asset Allocation, Wealth Management..., Portfolio Management, Equities, 401k, Fixed Annuities, Asset Management, IRAs, Financial Services, Financial Planning
Education
Florida State University 1979 — 1982
BA, Economics, International Government, Education
DictorFinancial LLC September 2010 - Present
DictorMartin Inc. November 2003 - August 2010
UBS - PaineWebber 1994 - 2003
Dean Witter 1985 - 1994
Skills
Securities, Wealth Management, Financial Advisory, Investments, Strategic Financial..., Mutual Funds, Series 7, FINRA, Investment Advisory, Alternative Investments, Series 63, Tax, Retirement, Investment Strategies, Estate Planning, Finance, Fixed Income, Retirement Planning, Asset Allocation, Wealth Management..., Portfolio Management, Equities, 401k, Fixed Annuities, Asset Management, IRAs, Financial Services, Financial Planning
Education
Florida State University 1979 — 1982
BA, Economics, International Government, Education
Sue Fan Sue Fan's UBS PaineWebber Experience February 1997 - September 2000
Job Senior VP at Citi
Industry Investment Banking
Experience
Citi September 2014 - Present
SAS Institute May 2010 - September 2014
Barclays Capital September 2008 - May 2010
Lehman Brothers September 2000 - September 2008
UBS PaineWebber February 1997 - September 2000
Skills
Equities, Capital Markets, Trading Systems, Sybase, Market Data, Data Warehousing, Business Intelligence, Derivatives, Fixed Income, Unix, SDLC, Equity Derivatives, Enterprise Architecture, Enterprise Software, Analytics
Education
State University of New York at Stony Brook
MA
University of Science and Technology Beijing
BA
Citi September 2014 - Present
SAS Institute May 2010 - September 2014
Barclays Capital September 2008 - May 2010
Lehman Brothers September 2000 - September 2008
UBS PaineWebber February 1997 - September 2000
Skills
Equities, Capital Markets, Trading Systems, Sybase, Market Data, Data Warehousing, Business Intelligence, Derivatives, Fixed Income, Unix, SDLC, Equity Derivatives, Enterprise Architecture, Enterprise Software, Analytics
Education
State University of New York at Stony Brook
MA
University of Science and Technology Beijing
BA
Marina Zakon Marina Zakon's UBS PaineWebber Experience 2000 - 2006
Job Senior QA Analyst at FCRC
Industry Construction
Experience
FCRC January 2006 - Present
Forest City Ratner Companies 2006 - Present
Forest City Ratner 2006 - Present
UBS PaineWebber 2000 - 2006
UBS Wealth Management 2000 - 2006
DMR Consulting 1998 - 1999
Skills
Quality Assurance, Testing, SQL, Quality Center, SharePoint, XML, SDLC, Access, User Acceptance Testing, Documentation, Software Quality..., QTP, Test Planning, SQL Server, Test Cases, Requirements Analysis, Test Director, System Testing, Test Management, Regression Testing, Software Documentation, Defect Tracking, Performance Testing, DB2, Mobile Testing, HP Quality Center, Microsoft SQL Server
Education
Тверской Государственный Технический Университет 1979 — 1984
FCRC January 2006 - Present
Forest City Ratner Companies 2006 - Present
Forest City Ratner 2006 - Present
UBS PaineWebber 2000 - 2006
UBS Wealth Management 2000 - 2006
DMR Consulting 1998 - 1999
Skills
Quality Assurance, Testing, SQL, Quality Center, SharePoint, XML, SDLC, Access, User Acceptance Testing, Documentation, Software Quality..., QTP, Test Planning, SQL Server, Test Cases, Requirements Analysis, Test Director, System Testing, Test Management, Regression Testing, Software Documentation, Defect Tracking, Performance Testing, DB2, Mobile Testing, HP Quality Center, Microsoft SQL Server
Education
Тверской Государственный Технический Университет 1979 — 1984
Joseph (Yossi) Rabinowitz Joseph (Yossi) Rabinowitz's UBS PaineWebber Experience June 2000 - August 2000
Job IT Entrepreneur
Industry Information Technology and Services
Experience
ManhattanTechSupport.com December 2008 - Present
Infinity Consulting Strategies, LLC January 1998 - Present
CMS Telehealth January 2008 - October 2014
UBS PaineWebber June 2000 - August 2000
Skills
IT Strategy, IT Outsourcing, Telehealth, Business Continuity..., Servers, Windows Server, VDI, VMware, IT Management, IT Solutions, Small Business IT..., Network Administration, Proactive Monitoring, Backup Solutions, Data Center, Windows 7, XP, Management, Active Directory, Firewalls, Microsoft Exchange, Enterprise Architecture, Network Security, Cloud Computing, HP, Windows XP, Storage Area Networks, Customer Service, Project Management, Strategic Planning, Disaster Recovery, New Business Development, Leadership, Networking, Business Development
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
Bachelor, Computer Information Systems
Yeshiva of Flatbush 1995 — 1999
ManhattanTechSupport.com December 2008 - Present
Infinity Consulting Strategies, LLC January 1998 - Present
CMS Telehealth January 2008 - October 2014
UBS PaineWebber June 2000 - August 2000
Skills
IT Strategy, IT Outsourcing, Telehealth, Business Continuity..., Servers, Windows Server, VDI, VMware, IT Management, IT Solutions, Small Business IT..., Network Administration, Proactive Monitoring, Backup Solutions, Data Center, Windows 7, XP, Management, Active Directory, Firewalls, Microsoft Exchange, Enterprise Architecture, Network Security, Cloud Computing, HP, Windows XP, Storage Area Networks, Customer Service, Project Management, Strategic Planning, Disaster Recovery, New Business Development, Leadership, Networking, Business Development
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
Bachelor, Computer Information Systems
Yeshiva of Flatbush 1995 — 1999
Jessica Lord-Vogel Jessica Lord-Vogel's UBS PaineWebber Experience 2000 - 2002
Job RN at Chilton Memorial Hospital
Industry Hospital & Health Care
Experience
Chilton Memorial Hospital May 2005 - Present
NJ State 1994 - 2012
UBS PaineWebber 2000 - 2002
Education
SCCC 2002 — 2004
AAS, Nursing
Rutgers University-New Brunswick 1994 — 1999
BA, Biological Sciences
Chilton Memorial Hospital May 2005 - Present
NJ State 1994 - 2012
UBS PaineWebber 2000 - 2002
Education
SCCC 2002 — 2004
AAS, Nursing
Rutgers University-New Brunswick 1994 — 1999
BA, Biological Sciences
Philip T. Garcia Philip T. Garcia's UBS PaineWebber Experience September 1999 - May 2003
Job Vice President Investments Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch October 2010 - Present
Raymond James & Associates May 2003 - October 2010
UBS PaineWebber September 1999 - May 2003
Skills
Retirement Planning, Investments, Strategic Financial..., Estate Planning, Portfolio Management, Finance, Insurance, Retirement, Financial Advisory, Employee Benefits, High Net Worth..., Tax, Investment Advisory, Bonds, Series 7, Wealth Management, Asset Management, Mutual Funds, Equities, Asset Allocation, Financial Planning
Education
Abilene Christian University 1994 — 1998
Merrill Lynch October 2010 - Present
Raymond James & Associates May 2003 - October 2010
UBS PaineWebber September 1999 - May 2003
Skills
Retirement Planning, Investments, Strategic Financial..., Estate Planning, Portfolio Management, Finance, Insurance, Retirement, Financial Advisory, Employee Benefits, High Net Worth..., Tax, Investment Advisory, Bonds, Series 7, Wealth Management, Asset Management, Mutual Funds, Equities, Asset Allocation, Financial Planning
Education
Abilene Christian University 1994 — 1998
Cyndi Gray Cyndi Gray's UBS PaineWebber Experience November 1994 - October 1998
Job Investment Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 1998 - Present
UBS PaineWebber November 1994 - October 1998
IDS Financial Services December 1990 - May 1993
Skills
Wealth Management, Asset Allocation, Portfolio Management, High Net Worth..., Trust Services, Wealth Management..., Investments, Investment Management, Asset Managment, Fixed Income, Investment Advisory, Alternative Investments, Mutual Funds, Investment Strategies, Retirement Planning, Securities, Bonds, Equities, Financial Advisory
Education
University of Florida - Warrington College Of Business 2004 — 2006
MBA
Arizona State University - W. P. Carey School of Business 1985 — 1987
BS, Economics
Wells Fargo November 1998 - Present
UBS PaineWebber November 1994 - October 1998
IDS Financial Services December 1990 - May 1993
Skills
Wealth Management, Asset Allocation, Portfolio Management, High Net Worth..., Trust Services, Wealth Management..., Investments, Investment Management, Asset Managment, Fixed Income, Investment Advisory, Alternative Investments, Mutual Funds, Investment Strategies, Retirement Planning, Securities, Bonds, Equities, Financial Advisory
Education
University of Florida - Warrington College Of Business 2004 — 2006
MBA
Arizona State University - W. P. Carey School of Business 1985 — 1987
BS, Economics
Christina Di Cioccio's UBS PaineWebber Experience 1995 - 2003
Job Financial Services
Industry Financial Services
Experience
Northwestern Mutual December 2014 - March 2015
HANYS Benefit Services June 2003 - July 2014
UBS PaineWebber 1995 - 2003
UBS Painewebber 1992 - 1995
First Albany Corporation 1989 - 1992
Skills
Retirement Plan..., Retirement Planning, 401k, Investments, Benefits Administration, Retirement, Mutual Funds, Series 63, Pensions, Investment Advisory, Series 7, Strategic Financial..., Strategic Planning, Sales, Investment Strategies, Healthcare Information..., Financial Planning, Finance, Management, Customer Service, Leadership
Education
Baruch College 1985 — 1989
Bachelor of Business Administration (BBA), Business Administration and Management, General
Northwestern Mutual December 2014 - March 2015
HANYS Benefit Services June 2003 - July 2014
UBS PaineWebber 1995 - 2003
UBS Painewebber 1992 - 1995
First Albany Corporation 1989 - 1992
Skills
Retirement Plan..., Retirement Planning, 401k, Investments, Benefits Administration, Retirement, Mutual Funds, Series 63, Pensions, Investment Advisory, Series 7, Strategic Financial..., Strategic Planning, Sales, Investment Strategies, Healthcare Information..., Financial Planning, Finance, Management, Customer Service, Leadership
Education
Baruch College 1985 — 1989
Bachelor of Business Administration (BBA), Business Administration and Management, General
Silva Sevdalian Silva Sevdalian's UBS PaineWebber Experience May 2002 - September 2002
Job Portfolio Specialist
Industry Investment Management
Experience
Morgan Stanley December 2007 - Present
Morgan Stanley June 2006 - December 2007
Morgan Stanley June 2005 - June 2006
Nuveen Investments June 2004 - May 2005
Nuveen Investments October 2002 - June 2004
UBS Painewebber May 2002 - September 2002
Skills
Series 7, Series 63, Fixed Income, Alternative Investments, Mutual Funds, Bloomberg, Asset Allocation, Hedge Funds, Equities, Fund Of Funds, Derivatives, Asset Managment, ETFs, Portfolio Management, Investments, Capital Markets, Separately Managed..., Wealth Management, Bonds, Investment Strategies
Education
Saint Joseph's University 2005 — 2008
MBA, Finance
Saint Joseph's University 1998 — 2002
Bachelor of Science, Dual Degree: Finance & Accounting
Morgan Stanley December 2007 - Present
Morgan Stanley June 2006 - December 2007
Morgan Stanley June 2005 - June 2006
Nuveen Investments June 2004 - May 2005
Nuveen Investments October 2002 - June 2004
UBS Painewebber May 2002 - September 2002
Skills
Series 7, Series 63, Fixed Income, Alternative Investments, Mutual Funds, Bloomberg, Asset Allocation, Hedge Funds, Equities, Fund Of Funds, Derivatives, Asset Managment, ETFs, Portfolio Management, Investments, Capital Markets, Separately Managed..., Wealth Management, Bonds, Investment Strategies
Education
Saint Joseph's University 2005 — 2008
MBA, Finance
Saint Joseph's University 1998 — 2002
Bachelor of Science, Dual Degree: Finance & Accounting
Andrea McCoy Andrea McCoy's UBS PaineWebber Experience July 1999 - March 2002
Job
Industry Automotive
Experience
T-Mobile (contractor) April 2015 - Present
Navistar Inc June 2013 - February 2015
Navistar Inc October 2012 - May 2013
Navistar Inc December 2011 - September 2012
Navistar, Inc. August 2002 - December 2011
UBS PaineWebber July 1999 - March 2002
Skills
Research, Cataloging, Knowledge Management, Library Science, Analysis, Competitive Intelligence, Market Research, Editing, Online Research, Collection Development, Library, Databases, Competitive Analysis, Business Intelligence, Budgets, CSS, Microsoft Office, Strategic Planning, Microsoft Excel, Management, Newsletters, Access, Proofreading, HTML, XHTML, Social Media, Training, SharePoint, Information Management, Document Management, Library Research, Library Reference, Leadership, Events Coordination
Education
Dominican University 2005 — 2007
MLIS, Master of Library and Information Science
Hamline University 1991 — 1995
B.A., Anthropology
T-Mobile (contractor) April 2015 - Present
Navistar Inc June 2013 - February 2015
Navistar Inc October 2012 - May 2013
Navistar Inc December 2011 - September 2012
Navistar, Inc. August 2002 - December 2011
UBS PaineWebber July 1999 - March 2002
Skills
Research, Cataloging, Knowledge Management, Library Science, Analysis, Competitive Intelligence, Market Research, Editing, Online Research, Collection Development, Library, Databases, Competitive Analysis, Business Intelligence, Budgets, CSS, Microsoft Office, Strategic Planning, Microsoft Excel, Management, Newsletters, Access, Proofreading, HTML, XHTML, Social Media, Training, SharePoint, Information Management, Document Management, Library Research, Library Reference, Leadership, Events Coordination
Education
Dominican University 2005 — 2007
MLIS, Master of Library and Information Science
Hamline University 1991 — 1995
B.A., Anthropology
June Hans June Hans's UBS PaineWebber Experience 1994 - 2001
Job Health Coach with Take Shape for Life
Industry Health, Wellness and Fitness
Experience
Take Shape for Life January 2010 - Present
UBS April 2005 - March 2010
UBS Financial Services April 2005 - March 2010
Seat of the Soul December 2001 - October 2003
Genesis: The Foundation for the Universal Human 2001 - 2003
PaineWebber April 1994 - March 2001
UBS PaineWebber 1994 - 2001
Correspondent Services Corp [csc] April 1994 - September 1997
The Seidler Companies June 1978 - April 1994
Skills
Program Management, Healthcare, Marketing, Coaching, Healing, Public Speaking, Change Management, Staff Development, Process Improvement, Series 7, Risk Management, Project Management, Securities
Education
Loyola Marymount University, College of Business Administration 1981 — 1984
B.S., Business Administration - Concentration in International Finance
State University of New York at Albany 1980 — 1981
Geology
Coaches Training Institute
Schiller International University - Heidleberg, West Germany
Semester Abroad Program - 1984
Securities Industry Institute - University of Pennsylvania, The Wharton School
Certificate, Securities Administration Track, Continuing Education Program, Three Year Program
Take Shape for Life January 2010 - Present
UBS April 2005 - March 2010
UBS Financial Services April 2005 - March 2010
Seat of the Soul December 2001 - October 2003
Genesis: The Foundation for the Universal Human 2001 - 2003
PaineWebber April 1994 - March 2001
UBS PaineWebber 1994 - 2001
Correspondent Services Corp [csc] April 1994 - September 1997
The Seidler Companies June 1978 - April 1994
Skills
Program Management, Healthcare, Marketing, Coaching, Healing, Public Speaking, Change Management, Staff Development, Process Improvement, Series 7, Risk Management, Project Management, Securities
Education
Loyola Marymount University, College of Business Administration 1981 — 1984
B.S., Business Administration - Concentration in International Finance
State University of New York at Albany 1980 — 1981
Geology
Coaches Training Institute
Schiller International University - Heidleberg, West Germany
Semester Abroad Program - 1984
Securities Industry Institute - University of Pennsylvania, The Wharton School
Certificate, Securities Administration Track, Continuing Education Program, Three Year Program
Sandra Grannum's UBS PaineWebber Experience 2001 - 2002
Job Managing Partner at Davidson & Grannum, LLP
Industry Law Practice
Experience
Davidson & Grannum, LLP September 2003 - Present
UBS Financial Services, Inc. 2002 - September 2003
UBS PaineWebber 2001 - 2002
PaineWebber January 1997 - 2001
Tenzer Greenblatt LLP September 1991 - January 1997
Cravath, Swaine & Moore LLP September 1986 - September 1991
Skills
Securities Regulation, Securities, Securities Litigation, Arbitration, Litigation, Corporate Governance, Corporate Law, Commercial Litigation, FINRA, Dispute Resolution, Employment Law, Hedge Funds, Capital Markets, Legal Research, Private Placements, Private Equity, Civil Litigation, Mediation, Due Diligence, International Law, Financial Regulation, AML, Licensing, Bankruptcy, Joint Ventures
Education
Harvard Law School 1983 — 1986
JD, Law
New York University 1979 — 1983
Bachelor of Science (BS), economics and political science
Davidson & Grannum, LLP September 2003 - Present
UBS Financial Services, Inc. 2002 - September 2003
UBS PaineWebber 2001 - 2002
PaineWebber January 1997 - 2001
Tenzer Greenblatt LLP September 1991 - January 1997
Cravath, Swaine & Moore LLP September 1986 - September 1991
Skills
Securities Regulation, Securities, Securities Litigation, Arbitration, Litigation, Corporate Governance, Corporate Law, Commercial Litigation, FINRA, Dispute Resolution, Employment Law, Hedge Funds, Capital Markets, Legal Research, Private Placements, Private Equity, Civil Litigation, Mediation, Due Diligence, International Law, Financial Regulation, AML, Licensing, Bankruptcy, Joint Ventures
Education
Harvard Law School 1983 — 1986
JD, Law
New York University 1979 — 1983
Bachelor of Science (BS), economics and political science
Brian Kelly, CFP® Brian Kelly, CFP®'s UBS PaineWebber Experience October 1999 - January 2002
Job Resident Financial Planner at Financial Finesse
Industry Financial Services
Experience
Financial Finesse June 2015 - Present
FW Investment Centre/ Lincoln Financial Advisors April 2012 - June 2015
Kelly Financial Strategies March 2005 - May 2012
Edward Jones January 2002 - March 2005
UBS PaineWebber October 1999 - January 2002
Miller Brands of Omaha 1989 - 1998
US Army Reserves January 1987 - January 1995
Skills
Retirement Planning, Financial Planning, Asset Management, 401k, Alternative Investments, Insurance, Wealth Management, Series 7, Investments, Retirement Income..., Asset Allocation, Investment Advisory, Series 66
Education
Grace University 2009 — 2011
Bachelor’s Degree, Psychology
University of Nebraska at Omaha 1987 — 1994
Business Administration and Management, General
Metropolitan Community College 2003 — 2005
Certificate of Achievement in Personal Financial Planning, Education requirements CFP(R) Designation, FInancial Planning
Financial Finesse June 2015 - Present
FW Investment Centre/ Lincoln Financial Advisors April 2012 - June 2015
Kelly Financial Strategies March 2005 - May 2012
Edward Jones January 2002 - March 2005
UBS PaineWebber October 1999 - January 2002
Miller Brands of Omaha 1989 - 1998
US Army Reserves January 1987 - January 1995
Skills
Retirement Planning, Financial Planning, Asset Management, 401k, Alternative Investments, Insurance, Wealth Management, Series 7, Investments, Retirement Income..., Asset Allocation, Investment Advisory, Series 66
Education
Grace University 2009 — 2011
Bachelor’s Degree, Psychology
University of Nebraska at Omaha 1987 — 1994
Business Administration and Management, General
Metropolitan Community College 2003 — 2005
Certificate of Achievement in Personal Financial Planning, Education requirements CFP(R) Designation, FInancial Planning
Richard Gornitsky Richard Gornitsky's UBS PaineWebber Experience February 1998 - February 2001
Job Accenture Global Portal Practice Lead
Industry Information Services
Experience
Accenture September 2011 - Present
IBM January 2004 - August 2011
Rigor Consultants, LLC May 2002 - January 2004
Diogenes, inc June 2001 - May 2002
UBS PaineWebber February 1998 - February 2001
CSC March 1996 - February 1998
Chemical Bank 1995 - 1996
CS First Boston June 1994 - April 1995
Merrill Lynch 1992 - 1994
IBM 1989 - 1992
Skills
WebSphere Portal, Integration, Technical Architecture, Software Development, Enterprise Software, Management, WebSphere Application..., SOA, Data Modeling, Software Project..., Databases, Capacity Planning, Java, Websphere, Testing, Enterprise Architecture, Oracle, Architecture, Portals, Data Warehousing, Web Services, Solution Architecture, XML, Project Management, Cloud Computing, Pre-sales, SaaS, Mobile Devices, EAI, MS Project, IT Strategy, Servlets, SDLC, System Architecture, Requirements Analysis, Agile Methodologies, IT Management, Java Enterprise Edition, Lotus Connections, ESB, Business Intelligence, JDBC, Security, Business Analysis, Software Design, Middleware, JSP, Windows, ITIL, AIX
Education
University of Toronto 1979 — 1982
M. Sc.
McGill University 1976 — 1979
Bachelor of Commerce
Vanier College 1974 — 1976
Diploma Detude College
St. Georges High School 1969 — 1974
GED
Accenture September 2011 - Present
IBM January 2004 - August 2011
Rigor Consultants, LLC May 2002 - January 2004
Diogenes, inc June 2001 - May 2002
UBS PaineWebber February 1998 - February 2001
CSC March 1996 - February 1998
Chemical Bank 1995 - 1996
CS First Boston June 1994 - April 1995
Merrill Lynch 1992 - 1994
IBM 1989 - 1992
Skills
WebSphere Portal, Integration, Technical Architecture, Software Development, Enterprise Software, Management, WebSphere Application..., SOA, Data Modeling, Software Project..., Databases, Capacity Planning, Java, Websphere, Testing, Enterprise Architecture, Oracle, Architecture, Portals, Data Warehousing, Web Services, Solution Architecture, XML, Project Management, Cloud Computing, Pre-sales, SaaS, Mobile Devices, EAI, MS Project, IT Strategy, Servlets, SDLC, System Architecture, Requirements Analysis, Agile Methodologies, IT Management, Java Enterprise Edition, Lotus Connections, ESB, Business Intelligence, JDBC, Security, Business Analysis, Software Design, Middleware, JSP, Windows, ITIL, AIX
Education
University of Toronto 1979 — 1982
M. Sc.
McGill University 1976 — 1979
Bachelor of Commerce
Vanier College 1974 — 1976
Diploma Detude College
St. Georges High School 1969 — 1974
GED
Giovanni Urena-Merkel Giovanni Urena-Merkel's UBS PaineWebber Experience October 1999 - August 2000
Job at Blackstone/GSO Capital
Industry Legal Services
Experience
The Blackstone Group L.P. / GSO Capital Partners LP July 2010 - Present
Jane Street Holding June 2009 - June 2010
MERRILL LYNCH & CO., INC November 2008 - June 2009
CHALKSTREAM CAPITAL GROUP September 2008 - January 2009
DIAMOND LAKE INVESTMENT GROUP LP November 2007 - August 2008
Carlyle-Blue Wave Partners Management, L.P. January 2007 - August 2007
AMARANTH GROUP INC June 2003 - December 2006
Lazard Asset Management September 2001 - March 2003
American Data Services, Inc. August 2000 - September 2001
UBS PaineWebber October 1999 - August 2000
Skills
Due Diligence, Hedge Funds, Securities, Derivatives, AML, Contract Negotiation, Start-ups, Anti Money Laundering, Software Documentation
Education
Loyola University Chicago 2015 — 2017
Master’s Degree, Master of Jurisprudence in Business Law
National Regulatory Services 2014 — 2014
Certificate, Investment Adviser Core Compliance Program
Adelphi University 1996 — 2000
B.A, English Literature
Queens College
Certification, ABA Approved Lawyers Assistant Program
The Blackstone Group L.P. / GSO Capital Partners LP July 2010 - Present
Jane Street Holding June 2009 - June 2010
MERRILL LYNCH & CO., INC November 2008 - June 2009
CHALKSTREAM CAPITAL GROUP September 2008 - January 2009
DIAMOND LAKE INVESTMENT GROUP LP November 2007 - August 2008
Carlyle-Blue Wave Partners Management, L.P. January 2007 - August 2007
AMARANTH GROUP INC June 2003 - December 2006
Lazard Asset Management September 2001 - March 2003
American Data Services, Inc. August 2000 - September 2001
UBS PaineWebber October 1999 - August 2000
Skills
Due Diligence, Hedge Funds, Securities, Derivatives, AML, Contract Negotiation, Start-ups, Anti Money Laundering, Software Documentation
Education
Loyola University Chicago 2015 — 2017
Master’s Degree, Master of Jurisprudence in Business Law
National Regulatory Services 2014 — 2014
Certificate, Investment Adviser Core Compliance Program
Adelphi University 1996 — 2000
B.A, English Literature
Queens College
Certification, ABA Approved Lawyers Assistant Program
Gideon Fojas Gideon Fojas's UBS PaineWebber Experience 2000 - 2002
Job Business Unit Manager at Pratt & Whitney
Industry Aviation & Aerospace
Experience
UTC - Pratt & Whitney September 2012 - Present
UTC - Pratt & Whitney July 2011 - September 2012
United Technologies June 2009 - June 2011
UTC - Pratt & Whitney October 2007 - May 2009
UTC - Pratt & Whitney April 2006 - September 2007
Photocircuits Corporation 2005 - 2006
Stryker Orthopaedics 2002 - 2005
UBS PaineWebber 2000 - 2002
US Army 1997 - 2000
Skills
Aerospace, Lean Manufacturing, Continuous Improvement, Value Stream Mapping, Kaizen, Kaizen Leadership, Lean Thinking, Lean Operations, Operations Management, OEM Management, Transition Management, MRO Management, Aircraft, Operational Excellence, Program Management, AS9100, Supply Chain Management, Team Building, Leadership, 5S, Supply Chain, Quality Assurance, Six Sigma, Root Cause Analysis, Process Improvement, Manufacturing, Manufacturing..., Project Management, Materials Management, Manufacturing Operations, Project Planning, Engineering Management, Analysis, Engineering, Quality Management, Cross-functional Team..., Toyota Production System, Training, Quality System, MRP, Business Process, Strategic Sourcing, Minitab, Business Process..., Kanban, SPC, Supply Management, Process Engineering
Education
Indiana University - Kelley School of Business 2010 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Indiana University - Kelley School of Business 2010 — 2013
Master of Science (MS), Strategic Management
Indiana University - Kelley School of Business 2010 — 2011
Certificate, Strategic Management
University of Pennsylvania 1994 — 1997
BSE, Bioengineering
Bard College at Simon's Rock 1992 — 1994
AA, Science
UTC - Pratt & Whitney September 2012 - Present
UTC - Pratt & Whitney July 2011 - September 2012
United Technologies June 2009 - June 2011
UTC - Pratt & Whitney October 2007 - May 2009
UTC - Pratt & Whitney April 2006 - September 2007
Photocircuits Corporation 2005 - 2006
Stryker Orthopaedics 2002 - 2005
UBS PaineWebber 2000 - 2002
US Army 1997 - 2000
Skills
Aerospace, Lean Manufacturing, Continuous Improvement, Value Stream Mapping, Kaizen, Kaizen Leadership, Lean Thinking, Lean Operations, Operations Management, OEM Management, Transition Management, MRO Management, Aircraft, Operational Excellence, Program Management, AS9100, Supply Chain Management, Team Building, Leadership, 5S, Supply Chain, Quality Assurance, Six Sigma, Root Cause Analysis, Process Improvement, Manufacturing, Manufacturing..., Project Management, Materials Management, Manufacturing Operations, Project Planning, Engineering Management, Analysis, Engineering, Quality Management, Cross-functional Team..., Toyota Production System, Training, Quality System, MRP, Business Process, Strategic Sourcing, Minitab, Business Process..., Kanban, SPC, Supply Management, Process Engineering
Education
Indiana University - Kelley School of Business 2010 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Indiana University - Kelley School of Business 2010 — 2013
Master of Science (MS), Strategic Management
Indiana University - Kelley School of Business 2010 — 2011
Certificate, Strategic Management
University of Pennsylvania 1994 — 1997
BSE, Bioengineering
Bard College at Simon's Rock 1992 — 1994
AA, Science
Ross Grossman Ross Grossman's UBS PaineWebber Experience August 2000 - August 2002
Job
Industry Biotechnology
Experience
Regeneron Pharmaceuticals, Inc. March 2015 - Present
Stony Point Consulting January 2014 - Present
Regeneron Pharmaceuticals July 2002 - January 2014
UBS PaineWebber August 2000 - August 2002
Novartis Pharmaceuticals August 1998 - July 2000
Prudential Financial July 1979 - August 1998
Skills
Mergers, Biotechnology, Pharmaceutical Industry, Succession Planning, Talent Management, Onboarding, HRIS, Performance Management, Deferred Compensation, Talent Acquisition, Employee Relations, Organizational..., Board Relations, Board of Directors, Mergers & Acquisitions, Organizational..., Applicant Tracking..., Workforce Planning, College Recruiting, Strategic Planning, Recruiting, Strategic Human..., Benefits Administration, Human Resources, Process Improvement, Performance Tuning, Career Development, Strategy, HR Consulting, Employee Engagement, Employee Benefits, Organizational Design, Personnel Management, Customer Retention, HR Policies, Employer Branding, New Hire Orientations, Executive Coaching, FMLA, PeopleSoft, Executive Pay, HR Transformation, Taleo, Incentive Programs, Temporary Placement, Employment Law, Compensation & Benefit, Executive Search, Leadership Development, Interviews
Education
UCLA Anderson School of Management 1978 — 1979
MBA, Finance and Marketing
Claremont Graduate University 1973 — 1976
M.A., Ph.D., English & American Literature
California State University-Fullerton 1968 — 1972
B.A., English
Regeneron Pharmaceuticals, Inc. March 2015 - Present
Stony Point Consulting January 2014 - Present
Regeneron Pharmaceuticals July 2002 - January 2014
UBS PaineWebber August 2000 - August 2002
Novartis Pharmaceuticals August 1998 - July 2000
Prudential Financial July 1979 - August 1998
Skills
Mergers, Biotechnology, Pharmaceutical Industry, Succession Planning, Talent Management, Onboarding, HRIS, Performance Management, Deferred Compensation, Talent Acquisition, Employee Relations, Organizational..., Board Relations, Board of Directors, Mergers & Acquisitions, Organizational..., Applicant Tracking..., Workforce Planning, College Recruiting, Strategic Planning, Recruiting, Strategic Human..., Benefits Administration, Human Resources, Process Improvement, Performance Tuning, Career Development, Strategy, HR Consulting, Employee Engagement, Employee Benefits, Organizational Design, Personnel Management, Customer Retention, HR Policies, Employer Branding, New Hire Orientations, Executive Coaching, FMLA, PeopleSoft, Executive Pay, HR Transformation, Taleo, Incentive Programs, Temporary Placement, Employment Law, Compensation & Benefit, Executive Search, Leadership Development, Interviews
Education
UCLA Anderson School of Management 1978 — 1979
MBA, Finance and Marketing
Claremont Graduate University 1973 — 1976
M.A., Ph.D., English & American Literature
California State University-Fullerton 1968 — 1972
B.A., English
Jason M. McKenna, CFP® Jason M. McKenna, CFP®'s UBS PaineWebber Experience October 1997 - May 2006
Job President at McKenna Financial Planning
Industry Financial Services
Experience
McKenna Financial Planning September 2013 - Present
Wells Fargo Advisors, LLC May 2009 - September 2013
Smith Barney May 2006 - May 2009
UBS PaineWebber October 1997 - May 2006
Education
Hofstra University 1992 — 1996
BBA, Finance
College of Financial Planning
CERTIFIED FINANCIAL PLANNER™
McKenna Financial Planning September 2013 - Present
Wells Fargo Advisors, LLC May 2009 - September 2013
Smith Barney May 2006 - May 2009
UBS PaineWebber October 1997 - May 2006
Education
Hofstra University 1992 — 1996
BBA, Finance
College of Financial Planning
CERTIFIED FINANCIAL PLANNER™
Kate Smith Azizi Kate Smith Azizi's UBS PaineWebber Experience 2000 - 2003
Job Campaign Director at University of Chicago Medical Center
Industry Fund-Raising
Experience
University of Chicago Medical Center September 2010 - Present
University of Chicago Medical Center July 2010 - September 2010
NC State College of Veterinary Medicine September 2007 - June 2010
NC State University College of Management 2005 - September 2007
Prospect Park Alliance 2004 - 2005
Publicolor 2003 - 2004
UBS PaineWebber 2000 - 2003
Prudential Securities 1998 - 2000
Prudential 1996 - 1998
Skills
Volunteer Management, Fundraising, Social Media, Non-profits, Grant Writing, Philanthropy, Event Management, Annual Giving, Stewardship, Social Media Marketing, Board Development, Research, Proposal Writing, Marketing, Alumni Relations, Nonprofits, Event Planning, Project Management, Management, Community Outreach, Planned Giving, Strategic Communications, Program Development, Team Building, Public Relations, Public Speaking, Grants, Leadership, Strategic Planning, Higher Education
Education
North Carolina State University 2006 — 2009
MBA, Marketing
North Carolina State University - College of Management 2006 — 2009
MBA, Marketing
Drew University 1992 — 1996
BA, French, Political Science
Université Paris Sorbonne (Paris IV) 1995 — 1995
University of Chicago Medical Center September 2010 - Present
University of Chicago Medical Center July 2010 - September 2010
NC State College of Veterinary Medicine September 2007 - June 2010
NC State University College of Management 2005 - September 2007
Prospect Park Alliance 2004 - 2005
Publicolor 2003 - 2004
UBS PaineWebber 2000 - 2003
Prudential Securities 1998 - 2000
Prudential 1996 - 1998
Skills
Volunteer Management, Fundraising, Social Media, Non-profits, Grant Writing, Philanthropy, Event Management, Annual Giving, Stewardship, Social Media Marketing, Board Development, Research, Proposal Writing, Marketing, Alumni Relations, Nonprofits, Event Planning, Project Management, Management, Community Outreach, Planned Giving, Strategic Communications, Program Development, Team Building, Public Relations, Public Speaking, Grants, Leadership, Strategic Planning, Higher Education
Education
North Carolina State University 2006 — 2009
MBA, Marketing
North Carolina State University - College of Management 2006 — 2009
MBA, Marketing
Drew University 1992 — 1996
BA, French, Political Science
Université Paris Sorbonne (Paris IV) 1995 — 1995
Pamela Lahoda Pamela Lahoda's UBS PaineWebber Experience 2001 - 2003
Job V.P., Treasurer at Lahoda Holdings Inc.
Industry Financial Services
Experience
Lahoda Holdings Inc. 2011 - Present
Vantage Point Bank and Financial Services September 2009 - December 2011
LahodaREvest LLC 2007 - 2011
United Capital Lenders October 2007 - September 2009
Best Tech Service May 2004 - August 2007
UBS PaineWebber 2001 - 2003
TradeStar Investments Inc./ Fiserv Securities Inc. 1995 - 2001
CoreStates Securities Corp. 1992 - 1995
Skills
Mortgage Lending, Banking, Loans, Investments, Real Estate, Credit, Mortgage Banking, FHA, Investment Properties, Residential Mortgages, Refinance, Sales, Property Management, Management, Customer Service, Strategic Financial..., Business Development, Investors, Residential Homes, Finance, Real Estate Economics
Education
Arcadia University
BA, Business Admin./ Finance
Bucks County Community College
AA, Business Admin.
Blair Academy
Lahoda Holdings Inc. 2011 - Present
Vantage Point Bank and Financial Services September 2009 - December 2011
LahodaREvest LLC 2007 - 2011
United Capital Lenders October 2007 - September 2009
Best Tech Service May 2004 - August 2007
UBS PaineWebber 2001 - 2003
TradeStar Investments Inc./ Fiserv Securities Inc. 1995 - 2001
CoreStates Securities Corp. 1992 - 1995
Skills
Mortgage Lending, Banking, Loans, Investments, Real Estate, Credit, Mortgage Banking, FHA, Investment Properties, Residential Mortgages, Refinance, Sales, Property Management, Management, Customer Service, Strategic Financial..., Business Development, Investors, Residential Homes, Finance, Real Estate Economics
Education
Arcadia University
BA, Business Admin./ Finance
Bucks County Community College
AA, Business Admin.
Blair Academy
Maria Perez Walsh Maria Perez Walsh's UBS PaineWebber Experience January 2000 - January 2002
Job Director, Employee Benefit Plans, The Nielsen Company
Industry Human Resources
Experience
The Nielsen Company April 2007 - Present
CITI, INC March 2007 - Present
The Nielsen Company January 2007 - Present
Citigroup 2002 - 2007
UBS PAINEWEBBER January 2000 - January 2002
UBS 2000 - 2002
New York University January 1998 - January 2000
New York University 1998 - 2000
Prudential Investments January 1996 - January 1998
Prudential Investments 1996 - 1998
Education
Drew University 1992 — 1996
Bachelor of Arts, Political Science
Drew University
Bachelor of Arts, Political Science
The Nielsen Company April 2007 - Present
CITI, INC March 2007 - Present
The Nielsen Company January 2007 - Present
Citigroup 2002 - 2007
UBS PAINEWEBBER January 2000 - January 2002
UBS 2000 - 2002
New York University January 1998 - January 2000
New York University 1998 - 2000
Prudential Investments January 1996 - January 1998
Prudential Investments 1996 - 1998
Education
Drew University 1992 — 1996
Bachelor of Arts, Political Science
Drew University
Bachelor of Arts, Political Science
Jim Foard, Jr. Jim Foard, Jr.'s UBS PaineWebber Experience May 2002 - December 2006
Job Senior Vice President Wealth Management at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc February 2014 - Present
UBS Financial Services Inc. January 2013 - January 2014
UBS Financial Services Inc. January 2007 - December 2012
UBS PaineWebber May 2002 - December 2006
Prudential Securities January 2000 - May 2002
Education
College of the Holy Cross 1988 — 1992
BA
UBS Financial Services Inc February 2014 - Present
UBS Financial Services Inc. January 2013 - January 2014
UBS Financial Services Inc. January 2007 - December 2012
UBS PaineWebber May 2002 - December 2006
Prudential Securities January 2000 - May 2002
Education
College of the Holy Cross 1988 — 1992
BA
Brendan Glynn Brendan Glynn's UBS PaineWebber Experience January 1999 - January 2002
Job Regional Vice President at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services September 2010 - Present
Pioneer Investments September 2007 - December 2009
GUARDIAN INVESTOR SERVICES December 2005 - September 2007
GUARDIAN INVESTOR SERVICES February 2004 - December 2005
Northwestern Mutual January 2003 - February 2004
RBC DAIN RAUSCHER September 2001 - January 2003
UBS PAINEWEBBER January 1999 - January 2002
Skills
Mutual Funds, Investments, Fixed Annuities, Sales, Relationship Management, Retirement, Financial Services, Leadership, Insurance, CRM, Asset Allocation, Financial Advisory, 401k, Variable Annuities, Series 63
Education
Providence College 1995 — 1999
B.S, Business Administration
Toll Gate High School 1990 — 1994
Ohio National Financial Services September 2010 - Present
Pioneer Investments September 2007 - December 2009
GUARDIAN INVESTOR SERVICES December 2005 - September 2007
GUARDIAN INVESTOR SERVICES February 2004 - December 2005
Northwestern Mutual January 2003 - February 2004
RBC DAIN RAUSCHER September 2001 - January 2003
UBS PAINEWEBBER January 1999 - January 2002
Skills
Mutual Funds, Investments, Fixed Annuities, Sales, Relationship Management, Retirement, Financial Services, Leadership, Insurance, CRM, Asset Allocation, Financial Advisory, 401k, Variable Annuities, Series 63
Education
Providence College 1995 — 1999
B.S, Business Administration
Toll Gate High School 1990 — 1994
Greg Valentine's UBS PaineWebber Experience June 2000 - August 2000
Job Vice President at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo March 2013 - Present
Wells Fargo January 2010 - February 2013
Hatteras Funds August 2008 - December 2009
SEEGRID Corporation October 2003 - July 2008
Croft-Leominster June 2001 - September 2003
UBS PaineWebber June 2000 - August 2000
Skills
Mergers, Venture Capital, Investments, Investment Banking, Capital Markets
Education
Duke University - The Fuqua School of Business 2008 — 2009
MBA
Washington and Lee University 1997 — 2001
BS
Wells Fargo March 2013 - Present
Wells Fargo January 2010 - February 2013
Hatteras Funds August 2008 - December 2009
SEEGRID Corporation October 2003 - July 2008
Croft-Leominster June 2001 - September 2003
UBS PaineWebber June 2000 - August 2000
Skills
Mergers, Venture Capital, Investments, Investment Banking, Capital Markets
Education
Duke University - The Fuqua School of Business 2008 — 2009
MBA
Washington and Lee University 1997 — 2001
BS
Bill Inacio Bill Inacio's UBS PaineWebber Experience September 1992 - April 1997
Job Hybrid Cloud Specialist at Microsoft
Industry Information Technology and Services
Experience
Microsoft June 2012 - Present
EMC May 2008 - April 2012
BMC Software June 2005 - May 2008
Compuware February 2004 - March 2005
Borland January 2003 - January 2004
Togethersoft October 2000 - January 2003
Net Edge May 1997 - February 1998
UBS - PaineWebber September 1992 - April 1997
Skills
Solution Selling, Salesforce.com, Team Building, SPIN Selling, Cloud Computing, Enterprise Software, SaaS, Storage, Channel Partners, Sales Enablement, Direct Sales, Business Alliances, Demand Generation, Sales Process, Virtualization, Data Center, Mobile Devices, Networking, Partner Management, Lead Generation, Sales, Storage Solutions, Storage Area Networks, Sales Management, New Business Development, Go-to-market Strategy, Strategy, Account Management, Leadership, Strategic Partnerships, Software Industry, Cold Calling, Disaster Recovery, Professional Services, Storage Virtualization, Management, Enterprise Storage
Education
Binghamton University 1988 — 1992
BA
Microsoft June 2012 - Present
EMC May 2008 - April 2012
BMC Software June 2005 - May 2008
Compuware February 2004 - March 2005
Borland January 2003 - January 2004
Togethersoft October 2000 - January 2003
Net Edge May 1997 - February 1998
UBS - PaineWebber September 1992 - April 1997
Skills
Solution Selling, Salesforce.com, Team Building, SPIN Selling, Cloud Computing, Enterprise Software, SaaS, Storage, Channel Partners, Sales Enablement, Direct Sales, Business Alliances, Demand Generation, Sales Process, Virtualization, Data Center, Mobile Devices, Networking, Partner Management, Lead Generation, Sales, Storage Solutions, Storage Area Networks, Sales Management, New Business Development, Go-to-market Strategy, Strategy, Account Management, Leadership, Strategic Partnerships, Software Industry, Cold Calling, Disaster Recovery, Professional Services, Storage Virtualization, Management, Enterprise Storage
Education
Binghamton University 1988 — 1992
BA
Jeremy Moeller Jeremy Moeller's UBS PaineWebber Experience June 2001 - January 2003
Job National Account Manager at DENTSPLY International
Industry Medical Devices
Experience
DENTSPLY International September 2015 - Present
Medical Solutions Inc. March 2014 - Present
Zila, Inc. September 2011 - March 2014
Johnson & Johnson - Ethicon, Inc. February 2010 - September 2011
Johnson & Johnson - OraPharma, Inc. March 2006 - February 2010
Merck & Co., Inc August 2003 - March 2006
CibaVision January 2003 - August 2003
UBS PaineWebber June 2001 - January 2003
United States Marine Corps Reserves June 1995 - June 2001
Skills
Contract Negotiation, Data Analysis, Cold Calling, Forecasting, Strategic Planning, Market Planning, Team Building, Territory Management, Medical Devices, Market Development, Hospitals, Pharmaceutical Industry, Capital Equipment, Managed Care, Product Launch, Sales Operations, Direct Sales, Leadership, New Business Development, Operating Room, Sales, Sales Force Development, Selling, Strategy, Surgeons, Sales Management, Sales Process, Disposables
Education
Northern Illinois University - College of Business 2003 — 2005
MBA, Marketing
Colorado State University 1998 — 2000
BA, Economics
Smoky Hill High School 1992 — 1995
DENTSPLY International September 2015 - Present
Medical Solutions Inc. March 2014 - Present
Zila, Inc. September 2011 - March 2014
Johnson & Johnson - Ethicon, Inc. February 2010 - September 2011
Johnson & Johnson - OraPharma, Inc. March 2006 - February 2010
Merck & Co., Inc August 2003 - March 2006
CibaVision January 2003 - August 2003
UBS PaineWebber June 2001 - January 2003
United States Marine Corps Reserves June 1995 - June 2001
Skills
Contract Negotiation, Data Analysis, Cold Calling, Forecasting, Strategic Planning, Market Planning, Team Building, Territory Management, Medical Devices, Market Development, Hospitals, Pharmaceutical Industry, Capital Equipment, Managed Care, Product Launch, Sales Operations, Direct Sales, Leadership, New Business Development, Operating Room, Sales, Sales Force Development, Selling, Strategy, Surgeons, Sales Management, Sales Process, Disposables
Education
Northern Illinois University - College of Business 2003 — 2005
MBA, Marketing
Colorado State University 1998 — 2000
BA, Economics
Smoky Hill High School 1992 — 1995
Christopher Trainor, CFP® Christopher Trainor, CFP®'s UBS PaineWebber Experience October 1996 - March 2005
Job Financial Advisor at Burke Financial Strategies
Industry Financial Services
Experience
Burke Financial Strategies August 2014 - Present
Raymond James Financial, Inc. August 2014 - Present
Trainor Resources, LLC October 2011 - May 2014
New York Life April 2008 - October 2011
New England Financial March 2005 - April 2008
UBS PaineWebber October 1996 - March 2005
Skills
Investments, Insurance, Retirement, Retirement Planning, Series 7, Mutual Funds, Wealth Management, Estate Planning, Securities, Strategic Financial..., Asset Allocation, Series 63, 401k, Investment Advisory, Equities, Life Insurance, Financial Services, Finance, Fixed Annuities, Financial Advisory, IRAs, Financial Planners, Relationship Management, Series 65, Wealth, Investment Strategies, Wealth Accumulation, Financial Planning, Portfolio Management, Management, Asset Management
Education
Seton Hall University 1992 — 1995
Bachelor of Arts (BA)
Hanover Park High School 1987 — 1991
Burke Financial Strategies August 2014 - Present
Raymond James Financial, Inc. August 2014 - Present
Trainor Resources, LLC October 2011 - May 2014
New York Life April 2008 - October 2011
New England Financial March 2005 - April 2008
UBS PaineWebber October 1996 - March 2005
Skills
Investments, Insurance, Retirement, Retirement Planning, Series 7, Mutual Funds, Wealth Management, Estate Planning, Securities, Strategic Financial..., Asset Allocation, Series 63, 401k, Investment Advisory, Equities, Life Insurance, Financial Services, Finance, Fixed Annuities, Financial Advisory, IRAs, Financial Planners, Relationship Management, Series 65, Wealth, Investment Strategies, Wealth Accumulation, Financial Planning, Portfolio Management, Management, Asset Management
Education
Seton Hall University 1992 — 1995
Bachelor of Arts (BA)
Hanover Park High School 1987 — 1991
Farah Shamsuzzaman Farah Shamsuzzaman's UBS PaineWebber Experience May 2002 - September 2002
Job Implementations Associate at JPMORGAN
Industry Financial Services
Experience
JPMORGAN November 2014 - Present
CITIGROUP August 2007 - November 2014
GOLDMAN, SACHS & Co. – Asset Management Group June 2007 - August 2007
CITIGROUP May 2004 - March 2007
NATIONAL BASKETBALL ASSOCIATION June 2003 - April 2004
UBS PAINEWEBBER May 2002 - September 2002
Skills
Banking, Credit, Portfolio Management, Management, Analysis, CRM, Investments, Financial Services, Sales, Marketing, Insurance, Commercial Banking, Finance, Market Research, Recruiting, Microsoft Excel, Customer Service, Microsoft Office, Risk Management
Education
Adelphi University 2006 — 2008
MBA, Business
Adelphi University
Bachelor; MBA, Business Administration/Marketing
JPMORGAN November 2014 - Present
CITIGROUP August 2007 - November 2014
GOLDMAN, SACHS & Co. – Asset Management Group June 2007 - August 2007
CITIGROUP May 2004 - March 2007
NATIONAL BASKETBALL ASSOCIATION June 2003 - April 2004
UBS PAINEWEBBER May 2002 - September 2002
Skills
Banking, Credit, Portfolio Management, Management, Analysis, CRM, Investments, Financial Services, Sales, Marketing, Insurance, Commercial Banking, Finance, Market Research, Recruiting, Microsoft Excel, Customer Service, Microsoft Office, Risk Management
Education
Adelphi University 2006 — 2008
MBA, Business
Adelphi University
Bachelor; MBA, Business Administration/Marketing
Chad Hoffman Chad Hoffman's UBS PaineWebber Experience April 2000 - June 2002
Job a patent pending technology that allows me to help any company dominate their market & become the most trusted business
Industry Marketing and Advertising
Experience
One Palm Internet Marketing February 2008 - Present
Mortgage Banker September 2003 - November 2008
Laurus Group February 2007 - January 2008
UBS PaineWebber April 2000 - June 2002
Morgan Stanley Dean Witter April 1999 - February 2000
Skills
SEO, Lead Generation, Online Advertising, PPC, Marketing, Advertising, Google Adwords, Blogging, Web Design, New Business Development, Small Business, Event Planning, Photoshop, Newsletters, Mortgage Lending, HTML, Sales, Marketing Strategy, Online Marketing
Education
Orange Coast College
Marketing
One Palm Internet Marketing February 2008 - Present
Mortgage Banker September 2003 - November 2008
Laurus Group February 2007 - January 2008
UBS PaineWebber April 2000 - June 2002
Morgan Stanley Dean Witter April 1999 - February 2000
Skills
SEO, Lead Generation, Online Advertising, PPC, Marketing, Advertising, Google Adwords, Blogging, Web Design, New Business Development, Small Business, Event Planning, Photoshop, Newsletters, Mortgage Lending, HTML, Sales, Marketing Strategy, Online Marketing
Education
Orange Coast College
Marketing
Gerald Alain P. Chen-Young's UBS PaineWebber Experience June 1995 - December 2001
Job UNCF, Inc. Vice President & Chief Investment Officer
Industry Investment Management
Experience
United Negro College Fund September 2002 - Present
UBS PaineWebber June 1995 - December 2001
EBH/Banque House/First Equity Corporation of Florida August 1993 - March 1995
Riggs National Bank October 1990 - January 1992
Skills
Alternative Investments, Financial Modeling, Hedge Funds, Investment Strategies, Endowments, Asset Allocation, Institutional..., Asset Managment, Fund Of Funds, Investment Management, Asset Management, Portfolio Management, Financial Advisory, Funding, Investments, Financial Risk, Pensions, Pension Funds, Investment Advisory
Education
Le Cordon Bleu Paris 2001 — 2001
Basic Cuisine & Basic Pastry, Classical cuisine/pastry
AU Washington Coll of Law (LLM)//Univ of Miami School of Law (JD) 1995 — 2001
LL.M./J.D., Law & Government/General Law
York University 1992 — 1993
M.A., Economics (Monetary)
The London School of Economics and Political Science (LSE) 1989 — 1990
Diploma, Economics
American University 1985 — 1989
B.A., Economics (Honours)
St. Andrew's College 1983 — 1985
Ontario Certificate, General Studies, XIII
Campion College (Kingston, Jamaica, WI) 1978 — 1983
Traditional English O'Levels, General HS
Hillel Academy (Kingston, Jamaica (WI)) 1971 — 1978
Preparatory School
United Negro College Fund September 2002 - Present
UBS PaineWebber June 1995 - December 2001
EBH/Banque House/First Equity Corporation of Florida August 1993 - March 1995
Riggs National Bank October 1990 - January 1992
Skills
Alternative Investments, Financial Modeling, Hedge Funds, Investment Strategies, Endowments, Asset Allocation, Institutional..., Asset Managment, Fund Of Funds, Investment Management, Asset Management, Portfolio Management, Financial Advisory, Funding, Investments, Financial Risk, Pensions, Pension Funds, Investment Advisory
Education
Le Cordon Bleu Paris 2001 — 2001
Basic Cuisine & Basic Pastry, Classical cuisine/pastry
AU Washington Coll of Law (LLM)//Univ of Miami School of Law (JD) 1995 — 2001
LL.M./J.D., Law & Government/General Law
York University 1992 — 1993
M.A., Economics (Monetary)
The London School of Economics and Political Science (LSE) 1989 — 1990
Diploma, Economics
American University 1985 — 1989
B.A., Economics (Honours)
St. Andrew's College 1983 — 1985
Ontario Certificate, General Studies, XIII
Campion College (Kingston, Jamaica, WI) 1978 — 1983
Traditional English O'Levels, General HS
Hillel Academy (Kingston, Jamaica (WI)) 1971 — 1978
Preparatory School
Tom Janci's UBS PaineWebber Experience June 2002 - February 2003
Job Senior Manager, Talent Acquisition at Renew Financial
Industry Renewables & Environment
Experience
Renew Financial January 2015 - Present
SunPower Corporation August 2009 - January 2015
SunPower Corporation June 2007 - March 2009
Cognizant Technology Solutions January 2007 - May 2007
ASCAP April 2004 - December 2006
Sales Representative March 2003 - April 2004
UBS PaineWebber June 2002 - February 2003
Dedicated Onsite Consulting February 2001 - May 2002
Skills
Sales, Management, Applicant Tracking..., Talent Acquisition, Recruiting, Technical Recruiting, Internet Recruiting, Sourcing, Talent Management, Human Resources, Employee Relations, Vendor Management, Temporary Placement, College Recruiting, Hiring, Benefits Negotiation, Consulting, Strategy, Energy, Start-ups, Interviews, HR Policies, Renewable Energy, Bass Guitar, Cold Calling, Employee Training, Drums, Executive Search, Contract Negotiation, Music, Solar Energy, Time Management, Employee Benefits, Leadership, Screening, Screening Resumes
Education
Robert Morris University 1998 — 2000
BS
California State University-Sacramento 1997 — 1998
Renew Financial January 2015 - Present
SunPower Corporation August 2009 - January 2015
SunPower Corporation June 2007 - March 2009
Cognizant Technology Solutions January 2007 - May 2007
ASCAP April 2004 - December 2006
Sales Representative March 2003 - April 2004
UBS PaineWebber June 2002 - February 2003
Dedicated Onsite Consulting February 2001 - May 2002
Skills
Sales, Management, Applicant Tracking..., Talent Acquisition, Recruiting, Technical Recruiting, Internet Recruiting, Sourcing, Talent Management, Human Resources, Employee Relations, Vendor Management, Temporary Placement, College Recruiting, Hiring, Benefits Negotiation, Consulting, Strategy, Energy, Start-ups, Interviews, HR Policies, Renewable Energy, Bass Guitar, Cold Calling, Employee Training, Drums, Executive Search, Contract Negotiation, Music, Solar Energy, Time Management, Employee Benefits, Leadership, Screening, Screening Resumes
Education
Robert Morris University 1998 — 2000
BS
California State University-Sacramento 1997 — 1998
Denise Krohn's UBS PaineWebber Experience January 2001 - May 2002
Job REALTORASSOCIATE® at KELLER WILLIAMS REALTY WEST MONMOUTH
Industry Real Estate
Experience
Keller Williams Realty West Monmouth September 2012 - Present
Cosmetic Essence Innovations October 2009 - September 2011
Medicia Holdings, LLC April 2003 - October 2009
Medicia Holdings LLC April 2003 - March 2005
UBS PaineWebber January 2001 - May 2002
Prudential Securities, Inc April 1998 - January 2001
Jewelry Repairs By Us January 1990 - September 1997
Skills
Customer Service, Pricing, Excel, Purchasing Strategy, SAP, Microsoft Office, PowerPoint, Sales, Purchasing, Budgets, Microsoft Excel, Team Building, Strategy, Logistics, Inventory Management, Inventory Control, Program Management
Education
Brookdale Community College
Brooklyn College
Liberal Arts
ProTrain Graduate
Computer Skills
Keller Williams Realty West Monmouth September 2012 - Present
Cosmetic Essence Innovations October 2009 - September 2011
Medicia Holdings, LLC April 2003 - October 2009
Medicia Holdings LLC April 2003 - March 2005
UBS PaineWebber January 2001 - May 2002
Prudential Securities, Inc April 1998 - January 2001
Jewelry Repairs By Us January 1990 - September 1997
Skills
Customer Service, Pricing, Excel, Purchasing Strategy, SAP, Microsoft Office, PowerPoint, Sales, Purchasing, Budgets, Microsoft Excel, Team Building, Strategy, Logistics, Inventory Management, Inventory Control, Program Management
Education
Brookdale Community College
Brooklyn College
Liberal Arts
ProTrain Graduate
Computer Skills
Bruce Lenwood Moody Bruce Lenwood Moody's UBS PaineWebber Experience 1986 - 2000
Job Investment Consultant, Adjunct Professor of Philosophy & Author
Industry Investment Management
Experience
PARIS PIEDMONT LLC January 2010 - Present
BRUCE LM & ASSOCIATES LLC January 2000 - Present
ING Financial Partners November 2012 - October 2013
Brown Mackie College 2011 - January 2013
Investors Capital 2006 - 2012
Harbor Financial Services 2004 - 2006
American Wealth Management clearing with Raymond James 2000 - 2004
UBS PaineWebber 1986 - 2000
Skills
Strategic Planning, Business Strategy, Entrepreneur, Venture Capital, Strategy Development, Strategic Consulting, Private Equity, Investments, Risk Management, Public Speaking, Conflict Resolution, Mentoring, Coaching, Writing, Web Design, Instructional Design, Curriculum Design, Strategy, Entrepreneurship, Management, Marketing, Training, Analysis, Economics, Negotiation, Leadership Development, New Business Development, Trading, Start-ups, Team Building, Leadership, Management Consulting, Equities, Fundraising, Teaching, Research, Social Networking
Education
Bob Jones University 1984 — 1985
Master of Arts (MA), Foreign Languages and Literatures, General, Magna cum laude honors
Baptist University of America, Atlanta 1980 — 1984
Bachelors of Arts with Magna Cum Laude honors, 1984. Theology & Phi, Theology/Philosophical Studies, Magna Cum Laude honors
HEC Montréal
EMBA, Risk, studies
PARIS PIEDMONT LLC January 2010 - Present
BRUCE LM & ASSOCIATES LLC January 2000 - Present
ING Financial Partners November 2012 - October 2013
Brown Mackie College 2011 - January 2013
Investors Capital 2006 - 2012
Harbor Financial Services 2004 - 2006
American Wealth Management clearing with Raymond James 2000 - 2004
UBS PaineWebber 1986 - 2000
Skills
Strategic Planning, Business Strategy, Entrepreneur, Venture Capital, Strategy Development, Strategic Consulting, Private Equity, Investments, Risk Management, Public Speaking, Conflict Resolution, Mentoring, Coaching, Writing, Web Design, Instructional Design, Curriculum Design, Strategy, Entrepreneurship, Management, Marketing, Training, Analysis, Economics, Negotiation, Leadership Development, New Business Development, Trading, Start-ups, Team Building, Leadership, Management Consulting, Equities, Fundraising, Teaching, Research, Social Networking
Education
Bob Jones University 1984 — 1985
Master of Arts (MA), Foreign Languages and Literatures, General, Magna cum laude honors
Baptist University of America, Atlanta 1980 — 1984
Bachelors of Arts with Magna Cum Laude honors, 1984. Theology & Phi, Theology/Philosophical Studies, Magna Cum Laude honors
HEC Montréal
EMBA, Risk, studies
Trevor Silver Trevor Silver's UBS PaineWebber Experience 1998 - 2003
Job Entrepreneur and Business Consultant at SMG Cons
Industry Financial Services
Experience
SMG Consulting Group, LLC, Stephens Management Group 2014 - Present
UBS 2010 - June 2014
UBS 1987 - June 2014
UBS 2009 - 2010
UBS 2003 - 2009
UBS PaineWebber 1998 - 2003
Skills
Customer Service, Financial Services, Leadership, Management, Operations Management, Process Improvement, Project Management, Risk Management, Series 63, Series 7, Business Analysis, Equities, Financial Analysis, Portfolio Management, Securities, Wealth Management, Vendor Management, Investments, Fixed Income, Strategy, Microsoft Excel, Mutual Funds, Program Management, SDLC, Analysis, Change Management, Microsoft Office, Asset Management, Finance
Education
Strayer University 2010 — 2015
Bachelor's Degree, Business Management
Strayer University 2010 — 2015
Bachelor Business Administration, Management
SMG Consulting Group, LLC, Stephens Management Group 2014 - Present
UBS 2010 - June 2014
UBS 1987 - June 2014
UBS 2009 - 2010
UBS 2003 - 2009
UBS PaineWebber 1998 - 2003
Skills
Customer Service, Financial Services, Leadership, Management, Operations Management, Process Improvement, Project Management, Risk Management, Series 63, Series 7, Business Analysis, Equities, Financial Analysis, Portfolio Management, Securities, Wealth Management, Vendor Management, Investments, Fixed Income, Strategy, Microsoft Excel, Mutual Funds, Program Management, SDLC, Analysis, Change Management, Microsoft Office, Asset Management, Finance
Education
Strayer University 2010 — 2015
Bachelor's Degree, Business Management
Strayer University 2010 — 2015
Bachelor Business Administration, Management
Brooke Jennifer Brooke Jennifer's UBS PaineWebber Experience 2001 - 2003
Job Searching for a Job in Eugene
Industry Real Estate
Experience
First American Title August 2012 - July 2013
First American Title August 2012 - July 2013
Ticor Title 2005 - 2010
KeyBank 2003 - 2005
UBS PaineWebber 2001 - 2003
Skills
Communication Skills, Microsoft Office, Microsoft Word, Phone Etiquette, Learning Quickly, Motivated self-starter, Exceptional People..., Organizational..., Cross-functional Team..., Multi Tasking, High Stress Environment, Works well individually, Works well with a team, Hiring Employees, Job Evaluation, Employee Training, Operations Management, Management
Education
Southern Oregon University 1995 — 1998
Bachelor of Business Administration (BBA), Marketing, graduate
Santa Rosa Junior College 1993 — 1994
Transfer to SOU, General Studies
First American Title August 2012 - July 2013
First American Title August 2012 - July 2013
Ticor Title 2005 - 2010
KeyBank 2003 - 2005
UBS PaineWebber 2001 - 2003
Skills
Communication Skills, Microsoft Office, Microsoft Word, Phone Etiquette, Learning Quickly, Motivated self-starter, Exceptional People..., Organizational..., Cross-functional Team..., Multi Tasking, High Stress Environment, Works well individually, Works well with a team, Hiring Employees, Job Evaluation, Employee Training, Operations Management, Management
Education
Southern Oregon University 1995 — 1998
Bachelor of Business Administration (BBA), Marketing, graduate
Santa Rosa Junior College 1993 — 1994
Transfer to SOU, General Studies
Henry Patterson Henry Patterson's UBS PaineWebber Experience 1998 - 2000
Job Of Counsel at Giardini, Cook & Nicol, LLC
Industry Higher Education
Experience
Giardini, Cook & Nicol, LLC November 2010 - Present
Lorain County Community College August 2006 - Present
Project GRAD Lorain May 2004 - July 2006
UBS PaineWebber 1998 - 2000
Skills
Estate Planning, Microsoft Office, Distance Learning, Higher Education, Teaching, Public Speaking, Writing, Non-profits, Grant Writing, Powers of Attorney, Leadership Development, Community Outreach, Program Development, Public Policy, Family Law, Nonprofits, Legal Writing, Litigation, Fundraising, Community Development, Trusts, Policy, Program Evaluation, Legal Research, Government, Research, Adult Education, Grants, Training, Editing, Event Planning, Wills, Volunteer Management
Education
Cleveland State University - Cleveland-Marshall College of Law 2006 — 2010
Juris Doctorate
Cleveland State University 2001 — 2003
Master of Public Administration
University of Toledo 1994 — 1997
Bachelor of Arts, Political Science, Magna Cum Laude
Giardini, Cook & Nicol, LLC November 2010 - Present
Lorain County Community College August 2006 - Present
Project GRAD Lorain May 2004 - July 2006
UBS PaineWebber 1998 - 2000
Skills
Estate Planning, Microsoft Office, Distance Learning, Higher Education, Teaching, Public Speaking, Writing, Non-profits, Grant Writing, Powers of Attorney, Leadership Development, Community Outreach, Program Development, Public Policy, Family Law, Nonprofits, Legal Writing, Litigation, Fundraising, Community Development, Trusts, Policy, Program Evaluation, Legal Research, Government, Research, Adult Education, Grants, Training, Editing, Event Planning, Wills, Volunteer Management
Education
Cleveland State University - Cleveland-Marshall College of Law 2006 — 2010
Juris Doctorate
Cleveland State University 2001 — 2003
Master of Public Administration
University of Toledo 1994 — 1997
Bachelor of Arts, Political Science, Magna Cum Laude
Madeleine Nguyen Madeleine Nguyen's UBS PaineWebber Experience May 2002 - August 2002
Job at
Industry Computer Software
Experience
Room 77 2012 - April 2014
Google April 2010 - 2012
Episodic September 2008 - September 2010
Merced Systems February 2008 - September 2008
ClickShift (Acquired by WebTrends '07) October 2005 - February 2008
Verizon May 2004 - August 2004
UBS PaineWebber May 2002 - August 2002
Skills
Mobile Devices, Test Automation, Testing, Quality Assurance, Project Management, Software Quality..., Test Planning, Regression Testing, Manual Testing, Software Development
Education
The University of Texas at Austin - McCombs School of Business 2000 — 2004
BBA
Helsinki School of Economics 2003 — 2003
BBA
Università Commerciale 'Luigi Bocconi' 2003 — 2003
BBA
Room 77 2012 - April 2014
Google April 2010 - 2012
Episodic September 2008 - September 2010
Merced Systems February 2008 - September 2008
ClickShift (Acquired by WebTrends '07) October 2005 - February 2008
Verizon May 2004 - August 2004
UBS PaineWebber May 2002 - August 2002
Skills
Mobile Devices, Test Automation, Testing, Quality Assurance, Project Management, Software Quality..., Test Planning, Regression Testing, Manual Testing, Software Development
Education
The University of Texas at Austin - McCombs School of Business 2000 — 2004
BBA
Helsinki School of Economics 2003 — 2003
BBA
Università Commerciale 'Luigi Bocconi' 2003 — 2003
BBA
Michelle Kerzhner Michelle Kerzhner's UBS PaineWebber Experience 1998 - 2000
Job Strategic Legal Solutions
Industry Staffing and Recruiting
Experience
Strategic Legal Solutions July 2010 - Present
Strategic Legal Solutions February 2005 - Present
Associated Merchandising Corporation 2002 - 2003
Credit Suisse First Boston August 2000 - June 2001
UBS PaineWebber 1998 - 2000
Skills
Litigation Support, Document Review, Intellectual Property, Litigation, Legal Research, Corporate Law, Legal Writing, Commercial Litigation, Employment Law, Civil Litigation, Contract Negotiation, Business Development, Legal Assistance, Due Diligence, Negotiation
Education
Pace University 2000 — 2004
BA, Applied Psychology and Human Relations
Fort Lee High School
Strategic Legal Solutions July 2010 - Present
Strategic Legal Solutions February 2005 - Present
Associated Merchandising Corporation 2002 - 2003
Credit Suisse First Boston August 2000 - June 2001
UBS PaineWebber 1998 - 2000
Skills
Litigation Support, Document Review, Intellectual Property, Litigation, Legal Research, Corporate Law, Legal Writing, Commercial Litigation, Employment Law, Civil Litigation, Contract Negotiation, Business Development, Legal Assistance, Due Diligence, Negotiation
Education
Pace University 2000 — 2004
BA, Applied Psychology and Human Relations
Fort Lee High School
Jeff Au Jeff Au's UBS PaineWebber Experience September 1999 - March 2001
Job Managing Director Information Technology Audit at AIG
Industry Investment Banking
Experience
AIG January 2015 - Present
AIG April 2013 - January 2015
AIG June 2012 - April 2013
Deutsche Bank March 2001 - June 2012
UBS PaineWebber September 1999 - March 2001
The New York Times Company May 1998 - September 1999
Semi-Tech Corporation May 1997 - January 1998
Aetna June 1993 - December 1994
Skills
Back Office, Front Office, Operational Risk..., Enterprise Risk..., Financial Risk, Sarbanes-Oxley Act, Risk Management, AML, Internal Audit, Investment Banking, Market Risk, Asset Managment, IT Audit, Internal Controls, Asset Management, Auditing, Financial Services, Capital Markets, Finance, Portfolio Management, Anti Money Laundering
Education
Rochester Institute of Technology 1994 — 1996
MBA, Accounting
Rochester Institute of Technology 1994 — 1995
MS, Finance
University of Rochester 1990 — 1993
BA, Economics
AIG January 2015 - Present
AIG April 2013 - January 2015
AIG June 2012 - April 2013
Deutsche Bank March 2001 - June 2012
UBS PaineWebber September 1999 - March 2001
The New York Times Company May 1998 - September 1999
Semi-Tech Corporation May 1997 - January 1998
Aetna June 1993 - December 1994
Skills
Back Office, Front Office, Operational Risk..., Enterprise Risk..., Financial Risk, Sarbanes-Oxley Act, Risk Management, AML, Internal Audit, Investment Banking, Market Risk, Asset Managment, IT Audit, Internal Controls, Asset Management, Auditing, Financial Services, Capital Markets, Finance, Portfolio Management, Anti Money Laundering
Education
Rochester Institute of Technology 1994 — 1996
MBA, Accounting
Rochester Institute of Technology 1994 — 1995
MS, Finance
University of Rochester 1990 — 1993
BA, Economics
Leonard Shneyderman's UBS PaineWebber Experience May 1993 - August 1997
Job Managing Director at GD Services LLC
Industry Real Estate
Experience
GD Services LLC January 1999 - Present
GE Capital 1997 - 1999
UBS PaineWebber May 1993 - August 1997
Skills
Private Equity, Structured Finance, Investment Banking, Real Estate, Commercial Real Estate, Property Management, Residential Homes, Property, Real Estate Private..., Management, Real Estate Economics, Valuation, Investments, Mutual Funds, Acquisitions, Financial Modeling, Portfolio Management, Project Finance, Venture Capital, Loans, Investor Relations, Securitization, Disposition
Education
Massachusetts Institute of Technology MS - Real Estate 1995 — 1997
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1993
MBA, Investments and Finance
GD Services LLC January 1999 - Present
GE Capital 1997 - 1999
UBS PaineWebber May 1993 - August 1997
Skills
Private Equity, Structured Finance, Investment Banking, Real Estate, Commercial Real Estate, Property Management, Residential Homes, Property, Real Estate Private..., Management, Real Estate Economics, Valuation, Investments, Mutual Funds, Acquisitions, Financial Modeling, Portfolio Management, Project Finance, Venture Capital, Loans, Investor Relations, Securitization, Disposition
Education
Massachusetts Institute of Technology MS - Real Estate 1995 — 1997
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1993
MBA, Investments and Finance
Dan Wagnes Dan Wagnes's UBS PaineWebber Experience 2000 - Present
Job Associate Director at UBS
Industry Computer Software
Experience
UBS June 2000 - Present
UBS PaineWebber 2000 - Present
Skills
Unix, Visio, SQL, Perl, COBOL, JSP, JavaScript, Java, Websphere, Agile Project Management, HTML, Management, Financial Services, Business Analysis, Trading, SDLC, Trading Systems, Project Management, Process Improvement, IT Management, Agile Methodologies, Requirements Analysis, Software Project..., SharePoint, Sybase, Incident Management, Securities, Business Requirements, User Interface Design, SOA, Enterprise Architecture, IT Strategy
Education
Marist College 1995 — 2000
UBS June 2000 - Present
UBS PaineWebber 2000 - Present
Skills
Unix, Visio, SQL, Perl, COBOL, JSP, JavaScript, Java, Websphere, Agile Project Management, HTML, Management, Financial Services, Business Analysis, Trading, SDLC, Trading Systems, Project Management, Process Improvement, IT Management, Agile Methodologies, Requirements Analysis, Software Project..., SharePoint, Sybase, Incident Management, Securities, Business Requirements, User Interface Design, SOA, Enterprise Architecture, IT Strategy
Education
Marist College 1995 — 2000
Carrie Zimmerman Carrie Zimmerman's UBS PaineWebber Experience March 2000 - September 2001
Job Real Estate; Small Business Owner/Entrepreneur
Industry Real Estate
Experience
Gallery 256 January 2015 - Present
Bell's Country Coffee July 2012 - Present
Covestor January 2011 - November 2011
Satellite Asset Management September 2001 - May 2008
UBS PaineWebber March 2000 - September 2001
HSBC March 1998 - March 2000
Skills
Hedge Funds, Valuation, Equities, Mutual Funds, Investments, Asset Management, Trading, Bloomberg, Derivatives, Options, Private Equity, Equity Research, Investment Banking, Corporate Finance, Investor Relations, Due Diligence, Series 7, Securities, Financial Modeling, Asset Managment, Fixed Income, Alternative Investments, Portfolio Management, Real Estate, Real Estate Investor
Education
New York University 2008 — 2012
Dowling College 2000 — 2002
MBA
State University of New York at Binghamton 1995 — 1999
BA
Le Cordon Bleu 2008 — 2008
The French Culinary Institute 2009 — 2009
CPP East High
Gallery 256 January 2015 - Present
Bell's Country Coffee July 2012 - Present
Covestor January 2011 - November 2011
Satellite Asset Management September 2001 - May 2008
UBS PaineWebber March 2000 - September 2001
HSBC March 1998 - March 2000
Skills
Hedge Funds, Valuation, Equities, Mutual Funds, Investments, Asset Management, Trading, Bloomberg, Derivatives, Options, Private Equity, Equity Research, Investment Banking, Corporate Finance, Investor Relations, Due Diligence, Series 7, Securities, Financial Modeling, Asset Managment, Fixed Income, Alternative Investments, Portfolio Management, Real Estate, Real Estate Investor
Education
New York University 2008 — 2012
Dowling College 2000 — 2002
MBA
State University of New York at Binghamton 1995 — 1999
BA
Le Cordon Bleu 2008 — 2008
The French Culinary Institute 2009 — 2009
CPP East High
Dylan Benadi Dylan Benadi's UBS PaineWebber Experience February 2000 - June 2003
Job Business Account Manager at Comcast Business
Industry Telecommunications
Experience
Comcast Business 2011 - Present
Angel Investing 2004 - 2010
Signature Financial Group September 2003 - August 2005
Trade Magazines February 2002 - July 2005
UBS PaineWebber February 2000 - June 2003
Dirks & Company April 1998 - November 2000
United States Marine Corps 1994 - 1998
Skills
Sales, Leadership, Sales Management, Automotive, B2B, Key Account Management, Customer Satisfaction, Sales Operations, Profit, New Business Development, Account Management, Product Development, Customer Retention, Negotiation, Sales Process
Education
Lincoln Technical Institute-Mahwah 1997 — 1998
Certification in Electrical and Computer Diagnostics
Comcast Business 2011 - Present
Angel Investing 2004 - 2010
Signature Financial Group September 2003 - August 2005
Trade Magazines February 2002 - July 2005
UBS PaineWebber February 2000 - June 2003
Dirks & Company April 1998 - November 2000
United States Marine Corps 1994 - 1998
Skills
Sales, Leadership, Sales Management, Automotive, B2B, Key Account Management, Customer Satisfaction, Sales Operations, Profit, New Business Development, Account Management, Product Development, Customer Retention, Negotiation, Sales Process
Education
Lincoln Technical Institute-Mahwah 1997 — 1998
Certification in Electrical and Computer Diagnostics
Ali Rizvi's UBS PaineWebber Experience January 2000 - January 2002
Job Dynamic and Entrepreneurial Product Management Leader
Industry Information Technology and Services
Experience
Fonality March 2015 - Present
ShoreTel January 2013 - March 2015
M5 Networks (acquired by ShoreTel) February 2012 - January 2013
Merrill Lynch July 2011 - February 2012
Gripe Genie, Inc. May 2009 - January 2011
UBS Wealth Management March 2007 - April 2009
UBS Wealth Management March 2004 - March 2006
Management Consultant to Financial Advisors January 2003 - December 2003
UBS PaineWebber January 2000 - January 2002
LoBue Associates January 1997 - January 1999
Education
Rutgers, Graduate School of Management 1995 — 1997
MBA
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
BA
Fonality March 2015 - Present
ShoreTel January 2013 - March 2015
M5 Networks (acquired by ShoreTel) February 2012 - January 2013
Merrill Lynch July 2011 - February 2012
Gripe Genie, Inc. May 2009 - January 2011
UBS Wealth Management March 2007 - April 2009
UBS Wealth Management March 2004 - March 2006
Management Consultant to Financial Advisors January 2003 - December 2003
UBS PaineWebber January 2000 - January 2002
LoBue Associates January 1997 - January 1999
Education
Rutgers, Graduate School of Management 1995 — 1997
MBA
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
BA
David Kamiya, CFA's UBS PaineWebber Experience November 1996 - July 1999
Job
Industry Investment Management
Experience
Sound Point Capital Management L.P. May 2012 - Present
Maxim Group June 2009 - May 2012
Deutsche Bank February 2006 - January 2009
Bank of Hawaii March 2002 - March 2003
Bank of Hawaii December 1999 - March 2002
UBS PaineWebber November 1996 - July 1999
Skills
Equities, Credit, FX Options, Bloomberg, Hedge Funds, Series 7, Portfolio Management, Valuation, Financial Modeling, Securities, Asset Managment, Corporate Finance, Derivatives, Trading, Finance, Mutual Funds, Fixed Income, Capital Markets
Education
NYU Stern 2003 — 2005
MBA
University of Hawaii 1996 — 1998
BBA
University of Hawaii - Shidler College of Business 1996 — 1998
BBA
Babson College 1995 — 1995
Sound Point Capital Management L.P. May 2012 - Present
Maxim Group June 2009 - May 2012
Deutsche Bank February 2006 - January 2009
Bank of Hawaii March 2002 - March 2003
Bank of Hawaii December 1999 - March 2002
UBS PaineWebber November 1996 - July 1999
Skills
Equities, Credit, FX Options, Bloomberg, Hedge Funds, Series 7, Portfolio Management, Valuation, Financial Modeling, Securities, Asset Managment, Corporate Finance, Derivatives, Trading, Finance, Mutual Funds, Fixed Income, Capital Markets
Education
NYU Stern 2003 — 2005
MBA
University of Hawaii 1996 — 1998
BBA
University of Hawaii - Shidler College of Business 1996 — 1998
BBA
Babson College 1995 — 1995
Wylie Ewing's UBS PaineWebber Experience 1987 - 1989
Job Vice President Private Client Group
Industry Financial Services
Experience
Fidelity Investments Private Client Group 2009 - Present
Fidelity Investments 2005 - 2009
Charles Schwab Corporate and Executive Services 2002 - 2005
E Trade Business Solutions Group 1998 - 2002
Everen Correspondent Clearing 1997 - 1998
Fidelity Investments Institutional Services Company 1989 - 1997
UBS- Painewebber 1987 - 1989
Skills
Equity Compensation, Institutional Sales, Retirement Planning, Wealth Management, Series 9 / 10, Series 7, Series 63, 401k, Sales, Mergers & Acquisitions, Equities, Relationship Management, Strategy, Securities, Asset Allocation, Investments, Finance, Retirement, Financial Services, Mutual Funds, FINRA, Employee Benefits, Series 65, Insurance, Investment Advisory, Series 6, Wealth Management...
Education
Colorado State University 1984 — 1987
BA, Economics
Fidelity Investments Private Client Group 2009 - Present
Fidelity Investments 2005 - 2009
Charles Schwab Corporate and Executive Services 2002 - 2005
E Trade Business Solutions Group 1998 - 2002
Everen Correspondent Clearing 1997 - 1998
Fidelity Investments Institutional Services Company 1989 - 1997
UBS- Painewebber 1987 - 1989
Skills
Equity Compensation, Institutional Sales, Retirement Planning, Wealth Management, Series 9 / 10, Series 7, Series 63, 401k, Sales, Mergers & Acquisitions, Equities, Relationship Management, Strategy, Securities, Asset Allocation, Investments, Finance, Retirement, Financial Services, Mutual Funds, FINRA, Employee Benefits, Series 65, Insurance, Investment Advisory, Series 6, Wealth Management...
Education
Colorado State University 1984 — 1987
BA, Economics
Connie Mascioli's UBS PaineWebber Experience 1991 - 1994
Job Human Resource Expert
Industry Human Resources
Experience
Ridgedale Business Solutions July 2008 - Present
Genpro, Inc. 2006 - 2008
Jackson Hewitt 2004 - 2006
Spencer Savings Bank 1998 - 2004
J.B. Hanauer & Co. 1994 - 1997
UBS PaineWebber 1991 - 1994
ADT Security Services 1987 - 1991
Skills
Recruiting and staffing, Compensation (salary,..., Employee training, Employee Relations, Performance Management, Organizational..., Succession Planning, Due Diligence, M&A due diligence, Operational Due..., Risk and liability, Legal Compliance, Investigations, HR Consulting, HR Strategy, Change Management, New Business Development, Direct Sales, Interviewing, Interview Preparation, Interview Coaching, Conducting Interviews, Firing, Employment Law, Employee Benefits, Employment Litigation, Employee Management, Employee/Labor Relations, Employment..., Employment Law..., Employee Handbooks, Job Descriptions, Performance Appraisal, Start-ups, P&L Management, Interviews, Training, Personnel Management, Employee Training, Recruiting
Education
Columbia Southern University
B.S.
Ridgedale Business Solutions July 2008 - Present
Genpro, Inc. 2006 - 2008
Jackson Hewitt 2004 - 2006
Spencer Savings Bank 1998 - 2004
J.B. Hanauer & Co. 1994 - 1997
UBS PaineWebber 1991 - 1994
ADT Security Services 1987 - 1991
Skills
Recruiting and staffing, Compensation (salary,..., Employee training, Employee Relations, Performance Management, Organizational..., Succession Planning, Due Diligence, M&A due diligence, Operational Due..., Risk and liability, Legal Compliance, Investigations, HR Consulting, HR Strategy, Change Management, New Business Development, Direct Sales, Interviewing, Interview Preparation, Interview Coaching, Conducting Interviews, Firing, Employment Law, Employee Benefits, Employment Litigation, Employee Management, Employee/Labor Relations, Employment..., Employment Law..., Employee Handbooks, Job Descriptions, Performance Appraisal, Start-ups, P&L Management, Interviews, Training, Personnel Management, Employee Training, Recruiting
Education
Columbia Southern University
B.S.
Steven Milanowycz's UBS PaineWebber Experience August 1998 - June 2002
Job
Industry Financial Services
Experience
Charles River Development April 2015 - Present
Charles River Development May 2013 - Present
Charles River Development April 2011 - May 2013
Charles River Development November 2005 - April 2011
DST International North America 2002 - 2005
UBS PaineWebber August 1998 - June 2002
Skills
Fixed Income, Market Data, Equities, Trading Systems, Hedge Funds
Education
Lehigh University - College of Business and Economics 1994 — 1998
BS
Seton Hall Preparatory School 1990 — 1994
Charles River Development April 2015 - Present
Charles River Development May 2013 - Present
Charles River Development April 2011 - May 2013
Charles River Development November 2005 - April 2011
DST International North America 2002 - 2005
UBS PaineWebber August 1998 - June 2002
Skills
Fixed Income, Market Data, Equities, Trading Systems, Hedge Funds
Education
Lehigh University - College of Business and Economics 1994 — 1998
BS
Seton Hall Preparatory School 1990 — 1994
Chet Johnson, CRPC, AIF's UBS PaineWebber Experience June 1998 - March 2003
Job First Vice President Investment Officer | Private Client Group | Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Private Client Group of Wells Fargo Advisors, LLC March 2003 - Present
UBS PaineWebber June 1998 - March 2003
Skills
Retirement Planning, Retirement, Investments, Asset Management, Wealth Management, Financial Advisory, 401k Rollovers, Financial Analysis, Multi-generational..., Retirement Plan..., Risk Management, Tax-effient Strategies, Deferred Compensation..., Asset Allocation, Investment Planning, Investment Strategies, Retirement Savings, Strategic Planning, Wealth-preservation...
Education
Simpson College 1994 — 1998
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Estherville Lincoln Central High School 1992 — 1994
Lincoln Central High School 1990 — 1992
Private Client Group of Wells Fargo Advisors, LLC March 2003 - Present
UBS PaineWebber June 1998 - March 2003
Skills
Retirement Planning, Retirement, Investments, Asset Management, Wealth Management, Financial Advisory, 401k Rollovers, Financial Analysis, Multi-generational..., Retirement Plan..., Risk Management, Tax-effient Strategies, Deferred Compensation..., Asset Allocation, Investment Planning, Investment Strategies, Retirement Savings, Strategic Planning, Wealth-preservation...
Education
Simpson College 1994 — 1998
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Estherville Lincoln Central High School 1992 — 1994
Lincoln Central High School 1990 — 1992
Sheri McKay's UBS PaineWebber Experience February 2000 - December 2000
Job Owner at Sheri McKay Personal Training
Industry Human Resources
Experience
Sheri McKay Personal Training July 2011 - Present
Tutor.com February 2007 - December 2008
Double-Take Software December 2000 - February 2007
UBS PaineWebber February 2000 - December 2000
Skills
Human Resources, Employee Benefits, Talent Acquisition, Recruiting, Training, Interviews, Applicant Tracking..., Employee Engagement, Salesforce.com, Management, Onboarding, Leadership, Internet Recruiting, Technical Recruiting, Performance Management, Employee Relations, CRM, Strategy, Team Building, Business Development, Start-ups, Instructional Design, Strategic Planning, Leadership Development, E-Learning, SaaS, Organizational..., Personnel Management, Account Management
Education
Nation Personal Training Institute of Lyndhurst, NJ 2011 — 2011
Rutgers University-New Brunswick 1994 — 1998
BS, Psychology, Sociology, Criminolgy
Sheri McKay Personal Training July 2011 - Present
Tutor.com February 2007 - December 2008
Double-Take Software December 2000 - February 2007
UBS PaineWebber February 2000 - December 2000
Skills
Human Resources, Employee Benefits, Talent Acquisition, Recruiting, Training, Interviews, Applicant Tracking..., Employee Engagement, Salesforce.com, Management, Onboarding, Leadership, Internet Recruiting, Technical Recruiting, Performance Management, Employee Relations, CRM, Strategy, Team Building, Business Development, Start-ups, Instructional Design, Strategic Planning, Leadership Development, E-Learning, SaaS, Organizational..., Personnel Management, Account Management
Education
Nation Personal Training Institute of Lyndhurst, NJ 2011 — 2011
Rutgers University-New Brunswick 1994 — 1998
BS, Psychology, Sociology, Criminolgy
Robert Hetherington's UBS PaineWebber Experience October 1998 - May 1999
Job Estate & Retirement Planning
Industry Financial Services
Experience
United Integrity Group February 2014 - Present
JPMorgan Chase July 2007 - July 2012
Bear Stearns July 2007 - March 2008
Barclays Capital October 2005 - August 2007
JPMorgan Chase October 2002 - October 2005
HSBC Securities July 2001 - October 2002
DLJdirect May 1999 - May 2001
UBS PaineWebber October 1998 - May 1999
Skills
Derivatives, Series 7, Fixed Income, Capital Markets, Equities, Trading, Hedge Funds, Investments, Investment Banking, Securities, Management, Financial Services, Portfolio Management, Risk Management, Asset Management, Options, Bloomberg, Credit Derivatives, Bonds, Series 63, Trading Systems
Education
Fordham Gabelli School of Business 2004 — 2009
MBA, Banking and Finance
University of Delaware 1993 — 1997
Finance
United Integrity Group February 2014 - Present
JPMorgan Chase July 2007 - July 2012
Bear Stearns July 2007 - March 2008
Barclays Capital October 2005 - August 2007
JPMorgan Chase October 2002 - October 2005
HSBC Securities July 2001 - October 2002
DLJdirect May 1999 - May 2001
UBS PaineWebber October 1998 - May 1999
Skills
Derivatives, Series 7, Fixed Income, Capital Markets, Equities, Trading, Hedge Funds, Investments, Investment Banking, Securities, Management, Financial Services, Portfolio Management, Risk Management, Asset Management, Options, Bloomberg, Credit Derivatives, Bonds, Series 63, Trading Systems
Education
Fordham Gabelli School of Business 2004 — 2009
MBA, Banking and Finance
University of Delaware 1993 — 1997
Finance
Melita Kahrmann's UBS PaineWebber Experience 1998 - 2000
Job Program Manager, Event Planning and Operations Cisco Enterprise Segment Products & Solutions
Industry Computer Networking
Experience
Cisco Systems June 2012 - Present
Cisco June 2011 - June 2012
Cisco July 2008 - July 2011
Philips Lumileds Lighting Company January 2004 - July 2008
BearingPoint 2000 - 2001
UBS PaineWebber 1998 - 2000
Dean Witter Reynolds May 1996 - May 1998
Skills
Product Marketing, Cross-functional Team..., Product Management, Marketing, Product Development, Project Management, Sales, Product Launch, Program Management, Business Development, Social Media, Marketing Communications, Integrated Marketing, Marketing Strategy, Process Improvement, Communication Training, Event Planning, Leadership, Vendor Management, Market Research, Management, Strategy, Strategic Partnerships, Go-to-market Strategy, Lead Generation, Sales Enablement, Demand Generation, Enterprise Software, Channel Partners, Live Events
Education
San Jose State University 2010 — 2017
Bachelor’s Degree, Communications Studies, 3.4
Mission College 2001 — 2007
A.A.
Cisco Systems June 2012 - Present
Cisco June 2011 - June 2012
Cisco July 2008 - July 2011
Philips Lumileds Lighting Company January 2004 - July 2008
BearingPoint 2000 - 2001
UBS PaineWebber 1998 - 2000
Dean Witter Reynolds May 1996 - May 1998
Skills
Product Marketing, Cross-functional Team..., Product Management, Marketing, Product Development, Project Management, Sales, Product Launch, Program Management, Business Development, Social Media, Marketing Communications, Integrated Marketing, Marketing Strategy, Process Improvement, Communication Training, Event Planning, Leadership, Vendor Management, Market Research, Management, Strategy, Strategic Partnerships, Go-to-market Strategy, Lead Generation, Sales Enablement, Demand Generation, Enterprise Software, Channel Partners, Live Events
Education
San Jose State University 2010 — 2017
Bachelor’s Degree, Communications Studies, 3.4
Mission College 2001 — 2007
A.A.
Nicholas Carso's UBS PaineWebber Experience February 2001 - May 2001
Job Director Global Data Products
Industry Financial Services
Experience
NASDAQ OMX Group August 2004 - Present
UBS PaineWebber February 2001 - May 2001
Merrill Lynch January 2001 - January 2001
Skills
Market Data, Contract Negotiation, Legal Compliance, Auditing, IT Audit, Change Management, Strategy, New Business Development, International Sales, International Law, Contract Law
Education
George Mason University School of Law 2013 — 2015
Master of Laws (LLM), Law & Economics
The Catholic University of America, Columbus School of Law 2006 — 2009
JD, Securities Law
University of Massachusetts at Lowell 1997 — 2001
Bachelor of Science (B.S.), Finance, Economics
The Westminster School 1995 — 1997
High School
NASDAQ OMX Group August 2004 - Present
UBS PaineWebber February 2001 - May 2001
Merrill Lynch January 2001 - January 2001
Skills
Market Data, Contract Negotiation, Legal Compliance, Auditing, IT Audit, Change Management, Strategy, New Business Development, International Sales, International Law, Contract Law
Education
George Mason University School of Law 2013 — 2015
Master of Laws (LLM), Law & Economics
The Catholic University of America, Columbus School of Law 2006 — 2009
JD, Securities Law
University of Massachusetts at Lowell 1997 — 2001
Bachelor of Science (B.S.), Finance, Economics
The Westminster School 1995 — 1997
High School
Lillian Petrie's UBS PaineWebber Experience November 1999 - April 2001
Job Senior Staffing Specialist at Shearman & Sterling LLP
Industry Legal Services
Experience
Shearman & Sterling LLP October 2002 - Present
UBS PaineWebber November 1999 - April 2001
MTV Networks August 1998 - October 1999
Education
Rutgers University-New Brunswick 1991 — 1994
BS, Administration of Justice
Shearman & Sterling LLP October 2002 - Present
UBS PaineWebber November 1999 - April 2001
MTV Networks August 1998 - October 1999
Education
Rutgers University-New Brunswick 1991 — 1994
BS, Administration of Justice
Katrina Gamez's UBS PaineWebber Experience 1999 - 2001
Job Vice President at Morgan Stanley Alternative Investment Partners
Industry Financial Services
Experience
Morgan Stanley Alternative Investment Partners May 2010 - Present
The Vanguard Group July 2008 - June 2009
AllianceBernstein March 2002 - May 2008
UBS PaineWebber 1999 - 2001
Skills
Alternative Investments, Mutual Funds, Investment Management, Portfolio Management, Equities, Fixed Income, Hedge Funds, Investments, Asset Allocation, Wealth Management, Private Equity, Series 7, Asset Management
Education
Boston College 1995 — 1999
Bishop Verot High School 1992 — 1995
Morgan Stanley Alternative Investment Partners May 2010 - Present
The Vanguard Group July 2008 - June 2009
AllianceBernstein March 2002 - May 2008
UBS PaineWebber 1999 - 2001
Skills
Alternative Investments, Mutual Funds, Investment Management, Portfolio Management, Equities, Fixed Income, Hedge Funds, Investments, Asset Allocation, Wealth Management, Private Equity, Series 7, Asset Management
Education
Boston College 1995 — 1999
Bishop Verot High School 1992 — 1995
Robert Santarpia's UBS PaineWebber Experience May 2001 - May 2002
Job Institutional Sales Assistant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Financial AdvisorMorgan Stanley2002 - 2004
UBS PaineWebber May 2001 - May 2002
Skills
Fixed Income, Securities, Series 7, Asset Management, Bloomberg, Capital Markets, Derivatives, Equities, Financial Services, Mutual Funds
Education
Seton Hall University 1997 — 2001
Merrill Lynch Financial AdvisorMorgan Stanley2002 - 2004
UBS PaineWebber May 2001 - May 2002
Skills
Fixed Income, Securities, Series 7, Asset Management, Bloomberg, Capital Markets, Derivatives, Equities, Financial Services, Mutual Funds
Education
Seton Hall University 1997 — 2001
Lou Ameduri's UBS PaineWebber Experience March 2001 - April 2001
Job TriBrand Fleet Supervisor JFK International AirportOperating Alamo, Enterprise&National Car Rental at Enterprise Holdings Inc.
Industry Automotive
Experience
Enterprise Holdings Inc. February 2005 - January 2014
Morgan Stanley August 2003 - October 2004
AllianceBernstein May 2001 - July 2003
UBS PaineWebber March 2001 - April 2001
JPMorgan Chase December 1999 - January 2001
citibank 1998 - 1999
Royal Alliance Associates INC 1997 - 1998
Skills
Customer Service, Operations Management, Inventory Management, Automotive, Risk Management, Budgets, Sales Management, Customer Satisfaction, Marketing, Team Building, Profit, Customer Retention, Account Management, Training, Leadership, Management
Education
City University of New York-Brooklyn College 1991 — 1995
BA, Television & Radio Communication and Production
Kingsborough Community College 1989 — 1991
Radio Broadcast management, Radio Communications
Enterprise Holdings Inc. February 2005 - January 2014
Morgan Stanley August 2003 - October 2004
AllianceBernstein May 2001 - July 2003
UBS PaineWebber March 2001 - April 2001
JPMorgan Chase December 1999 - January 2001
citibank 1998 - 1999
Royal Alliance Associates INC 1997 - 1998
Skills
Customer Service, Operations Management, Inventory Management, Automotive, Risk Management, Budgets, Sales Management, Customer Satisfaction, Marketing, Team Building, Profit, Customer Retention, Account Management, Training, Leadership, Management
Education
City University of New York-Brooklyn College 1991 — 1995
BA, Television & Radio Communication and Production
Kingsborough Community College 1989 — 1991
Radio Broadcast management, Radio Communications
Antoinette Campbell's UBS PaineWebber Experience October 1999 - April 2001
Job Director, GE Capital Audit
Industry Financial Services
Experience
GE Capital December 2014 - Present
Goldman Sachs July 2013 - November 2014
Goldman Sachs March 2010 - June 2014
Goldman Sachs December 2006 - March 2010
Goldman Sachs April 2001 - December 2006
UBS PaineWebber October 1999 - April 2001
Skills
Capital Markets, Investment Banking, Auditing, Internal Audit, Financial Modeling, Valuation, Equities, Strategy, Hedge Funds, Financial Analysis, Due Diligence, Corporate Finance, Risk Management, Financial Risk
Education
Georgetown University - The McDonough School of Business 1995 — 1999
Bachelor of Science (BS), Finance
GE Capital December 2014 - Present
Goldman Sachs July 2013 - November 2014
Goldman Sachs March 2010 - June 2014
Goldman Sachs December 2006 - March 2010
Goldman Sachs April 2001 - December 2006
UBS PaineWebber October 1999 - April 2001
Skills
Capital Markets, Investment Banking, Auditing, Internal Audit, Financial Modeling, Valuation, Equities, Strategy, Hedge Funds, Financial Analysis, Due Diligence, Corporate Finance, Risk Management, Financial Risk
Education
Georgetown University - The McDonough School of Business 1995 — 1999
Bachelor of Science (BS), Finance
Paul Rainy's UBS PaineWebber Experience September 2003 - January 2004
Job Junior Research Analyst at Securities Industry and Financial Markets Association (SIFMA)
Industry Financial Services
Experience
Securities Industry and Financial Markets Association November 2007 - November 2009
Securities Industry and Financial Markets Association May 2006 - October 2007
Pilot Advisors March 2005 - September 2005
UBS PaineWebber September 2003 - January 2004
Bear Stearns & Co., Inc. 2003 - 2003
Skills
Hedge Funds, Securities, Financial Markets, Mutual Funds, Equity Research, Emerging Markets, Investments, Capital Markets, Trading, Equities, Fixed Income, Bloomberg, Finance, Asset Managment, Derivatives
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Finance, 3.50
Securities Industry and Financial Markets Association November 2007 - November 2009
Securities Industry and Financial Markets Association May 2006 - October 2007
Pilot Advisors March 2005 - September 2005
UBS PaineWebber September 2003 - January 2004
Bear Stearns & Co., Inc. 2003 - 2003
Skills
Hedge Funds, Securities, Financial Markets, Mutual Funds, Equity Research, Emerging Markets, Investments, Capital Markets, Trading, Equities, Fixed Income, Bloomberg, Finance, Asset Managment, Derivatives
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Finance, 3.50
Cathy Duque's UBS PaineWebber Experience 2000 - 2003
Job Sr. VP at Bank of Amercia
Industry Banking
Experience
Bank of Amercia October 2006 - Present
Bank of America, Global Risk and Compliance December 2005 - October 2006
Bank of America July 2003 - July 2005
UBS Painewebber 2000 - 2003
Citigroup (Smith Barney) October 1999 - October 2000
Citigroup Investment Services and Citybank NA October 1996 - October 1999
Skills
Performance Consulting, Instructional Design, Needs Analysis, Program Management
Education
New York Institute of Technology 1991 — 1994
MA with Honors, Instructional System Design
Queens College 1977 — 1986
BA, Communication
Bank of Amercia October 2006 - Present
Bank of America, Global Risk and Compliance December 2005 - October 2006
Bank of America July 2003 - July 2005
UBS Painewebber 2000 - 2003
Citigroup (Smith Barney) October 1999 - October 2000
Citigroup Investment Services and Citybank NA October 1996 - October 1999
Skills
Performance Consulting, Instructional Design, Needs Analysis, Program Management
Education
New York Institute of Technology 1991 — 1994
MA with Honors, Instructional System Design
Queens College 1977 — 1986
BA, Communication
Scot Baric's UBS PaineWebber Experience 1996 - 2001
Job Manager at Lord Abbett
Industry Financial Services
Experience
Lord Abbett March 2004 - Present
UBS A.G. 1997 - 2001
UBS PaineWebber 1996 - 2001
Seligman Data Corp 1997 - 1999
Skills
Asset Managment, Mutual Funds, Equities, Series 7, Investments
Education
Saint Peter's University 1987 — 1992
Lord Abbett March 2004 - Present
UBS A.G. 1997 - 2001
UBS PaineWebber 1996 - 2001
Seligman Data Corp 1997 - 1999
Skills
Asset Managment, Mutual Funds, Equities, Series 7, Investments
Education
Saint Peter's University 1987 — 1992
Christopher Hayden's UBS PaineWebber Experience June 2000 - February 2001
Job Energy Broker at ICAP Energy LLC
Industry Investment Management
Experience
ICAP Energy LLC February 2001 - Present
UBS -PaineWebber June 2000 - February 2001
Skills
Energy Markets, Commodities, Options, Swaps, Energy, Derivatives, Natural Gas, Electricity Markets, Energy Trading, Futures, Commodity Markets, Commodity, Hedging, Investments, FINRA
Education
Murray State University 1995 — 2000
Bachelor of Science (B.S.), Business Administration
ICAP Energy LLC February 2001 - Present
UBS -PaineWebber June 2000 - February 2001
Skills
Energy Markets, Commodities, Options, Swaps, Energy, Derivatives, Natural Gas, Electricity Markets, Energy Trading, Futures, Commodity Markets, Commodity, Hedging, Investments, FINRA
Education
Murray State University 1995 — 2000
Bachelor of Science (B.S.), Business Administration
Justin Ruane's UBS PaineWebber Experience June 2002 - August 2002
Job Associate at TA Associates Realty
Industry Financial Services
Experience
TA Associates Realty July 2010 - August 2010
Anglo Irish Bank January 2006 - June 2010
Anglo Irish Bank December 2005 - June 2010
Marathon Capital Group June 2003 - August 2003
UBS PaineWebber June 2002 - August 2002
Education
Trinity College-Hartford 2000 — 2004
Babson College - Franklin W. Olin Graduate School of Business
American University
Babson College, F.W. Olin Graduate School of Business
Masters, Business Administration
Boston University Center for Professional Education
Certificate Program, Commercial Real Estate
Trinity College
B.A, Political Science; American GovernmentPolitical Science
TA Associates Realty July 2010 - August 2010
Anglo Irish Bank January 2006 - June 2010
Anglo Irish Bank December 2005 - June 2010
Marathon Capital Group June 2003 - August 2003
UBS PaineWebber June 2002 - August 2002
Education
Trinity College-Hartford 2000 — 2004
Babson College - Franklin W. Olin Graduate School of Business
American University
Babson College, F.W. Olin Graduate School of Business
Masters, Business Administration
Boston University Center for Professional Education
Certificate Program, Commercial Real Estate
Trinity College
B.A, Political Science; American GovernmentPolitical Science
Jeff Sponenburg's UBS PaineWebber Experience 1992 - 1998
Job Executive Director, Investment Banking, JP Morgan
Industry Financial Services
Experience
J.P. Morgan July 2008 - Present
Bear Stearns March 2006 - June 2008
American International Group January 2000 - March 2006
Zurich Scudder Investments 1998 - 2000
UBS PaineWebber 1992 - 1998
Skills
Financial Modeling, Financial Analysis, Financial Management, Forecasting, Process Engineering, Process Improvement, Financial Reporting, Budgeting, Corporate Finance, Vendor Management, Accounting, Internal Controls, Financial Accounting, Strategic Planning, Outsourcing, General Ledger, Variance Analysis
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
Muhlenberg College 1987 — 1990
BA, Economics
J.P. Morgan July 2008 - Present
Bear Stearns March 2006 - June 2008
American International Group January 2000 - March 2006
Zurich Scudder Investments 1998 - 2000
UBS PaineWebber 1992 - 1998
Skills
Financial Modeling, Financial Analysis, Financial Management, Forecasting, Process Engineering, Process Improvement, Financial Reporting, Budgeting, Corporate Finance, Vendor Management, Accounting, Internal Controls, Financial Accounting, Strategic Planning, Outsourcing, General Ledger, Variance Analysis
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
Muhlenberg College 1987 — 1990
BA, Economics
Femi Akinboboye's UBS PaineWebber Experience January 1994 - June 2011
Job Research Analyst at UBS
Industry Investment Banking
Experience
DSTPHOTO Inc February 2012 - Present
Ubs Painewebber January 1994 - June 2011
Skills
Fixed Income, Derivatives, Capital Markets, Investment Banking, Equities, Hedge Funds, Bloomberg, Trading Systems, Portfolio Management, Business Analysis, Data Management, Database management
Education
Baruch College, City University of New York (CUNY) 1998 — 2000
Bachelor of Business Administration (BBA), Computer Information System
Baruch College, City University of New York (CUNY) 1998 — 2000
BBA, Computer Information System
Baruch College, City University of New York (CUNY) 1986 — 1989
Bachelor of Business Administration (BBA), Finance and Investment
DSTPHOTO Inc February 2012 - Present
Ubs Painewebber January 1994 - June 2011
Skills
Fixed Income, Derivatives, Capital Markets, Investment Banking, Equities, Hedge Funds, Bloomberg, Trading Systems, Portfolio Management, Business Analysis, Data Management, Database management
Education
Baruch College, City University of New York (CUNY) 1998 — 2000
Bachelor of Business Administration (BBA), Computer Information System
Baruch College, City University of New York (CUNY) 1998 — 2000
BBA, Computer Information System
Baruch College, City University of New York (CUNY) 1986 — 1989
Bachelor of Business Administration (BBA), Finance and Investment
Donna McConville's UBS PaineWebber Experience 1995 - 2000
Job VP at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank April 2006 - Present
The Concord Equity Group LLC October 2005 - April 2006
UBS Investment Bank 1993 - 2005
UBS PaineWebber 1995 - 2000
Skills
Capital Markets, Series 7, Securities, AML, FINRA, Series 63, Investment Banking, Anti Money Laundering, Prime Brokerage, Options, Risk Management, Trading, Series 24
Education
City University of New York
Bachelor of Science (B.S.), Finance, General
Deutsche Bank April 2006 - Present
The Concord Equity Group LLC October 2005 - April 2006
UBS Investment Bank 1993 - 2005
UBS PaineWebber 1995 - 2000
Skills
Capital Markets, Series 7, Securities, AML, FINRA, Series 63, Investment Banking, Anti Money Laundering, Prime Brokerage, Options, Risk Management, Trading, Series 24
Education
City University of New York
Bachelor of Science (B.S.), Finance, General
Elena Slipp Zweifler's UBS PaineWebber Experience September 1997 - July 2000
Job Staff Attorney at Connecticut Department of Banking Securities Division
Industry Law Practice
Experience
Connecticut Department of Banking - Securities Division April 2012 - Present
Feiner Wolfson January 2007 - April 2012
General Electric June 2001 - June 2002
UBS PaineWebber September 1997 - July 2000
Magistrate Judge John Caden, Eastern District of New York August 1996 - August 1997
Education
Brooklyn Law School 1992 — 1995
Brandeis University 1988 — 1992
BA, Political Science
Connecticut Department of Banking - Securities Division April 2012 - Present
Feiner Wolfson January 2007 - April 2012
General Electric June 2001 - June 2002
UBS PaineWebber September 1997 - July 2000
Magistrate Judge John Caden, Eastern District of New York August 1996 - August 1997
Education
Brooklyn Law School 1992 — 1995
Brandeis University 1988 — 1992
BA, Political Science
Jennifer Byrne's UBS PaineWebber Experience 1999 - 2001
Job Managing Director at FTI Consulting
Industry Financial Services
Experience
FTI Consulting November 2008 - Present
Deloitte July 2004 - October 2008
PricewaterhouseCoopers 2004 - 2004
Business Telecommunications Inc. 2002 - 2002
UBS PaineWebber 1999 - 2001
Catalyst Inc. 1996 - 1998
Skills
Restructuring, Financial Analysis, Financial Modeling, Management Consulting, Strategy, Business Strategy, Management, Finance
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA, Finance
Loyola University Maryland 1992 — 1996
B.A., Sociology
FTI Consulting November 2008 - Present
Deloitte July 2004 - October 2008
PricewaterhouseCoopers 2004 - 2004
Business Telecommunications Inc. 2002 - 2002
UBS PaineWebber 1999 - 2001
Catalyst Inc. 1996 - 1998
Skills
Restructuring, Financial Analysis, Financial Modeling, Management Consulting, Strategy, Business Strategy, Management, Finance
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA, Finance
Loyola University Maryland 1992 — 1996
B.A., Sociology
Liz Clifford's UBS PaineWebber Experience April 2001 - May 2004
Job IAC at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments April 2011 - Present
Global Asset Management April 2009 - March 2010
UBS Global Asset Management October 2007 - March 2009
UBS Global Asset Management July 2006 - October 2007
UBS Global Asset Management May 2005 - July 2006
UBS Wealth Management May 2004 - May 2005
UBS PaineWebber April 2001 - May 2004
Mutchler Pharmaceuticals Inc October 1999 - March 2001
Education
Bucknell University
B.S, Chemical Engineering
Nuveen Investments April 2011 - Present
Global Asset Management April 2009 - March 2010
UBS Global Asset Management October 2007 - March 2009
UBS Global Asset Management July 2006 - October 2007
UBS Global Asset Management May 2005 - July 2006
UBS Wealth Management May 2004 - May 2005
UBS PaineWebber April 2001 - May 2004
Mutchler Pharmaceuticals Inc October 1999 - March 2001
Education
Bucknell University
B.S, Chemical Engineering
Shannon Dana, CFP®'s UBS PaineWebber Experience January 2000 - November 2002
Job Owner, DC & Associates, Inc.
Industry Financial Services
Experience
DC & Associates, Inc. March 2004 - Present
UBS PaineWebber January 2000 - November 2002
Education
South Dakota School of Mines and Technology 1993 — 1994
BS, Interdisciplinary Sciences
South Dakota State University 1989 — 1992
DC & Associates, Inc. March 2004 - Present
UBS PaineWebber January 2000 - November 2002
Education
South Dakota School of Mines and Technology 1993 — 1994
BS, Interdisciplinary Sciences
South Dakota State University 1989 — 1992
Brent Gray's UBS PaineWebber Experience January 2002 - November 2002
Job Private Client Advisor, CFP®
Industry Financial Services
Experience
JP Morgan Chase Bank NA October 2012 - Present
Chase Investment Services February 2010 - October 2012
Chase Investment Services July 2005 - February 2010
Chase Investment Services November 2002 - July 2005
UBS PaineWebber January 2002 - November 2002
Charles Schwab & Co., Inc January 1999 - January 2001
Skills
Financial Planning, Investments, Finance, Management, Portfolio Management, Wealth Management, Financial Services, Mutual Funds, Banking, Financial Analysis, Asset Allocation
Education
College for Financial Planning 2014 — 2015
Financial Planning Certificate
Thunderbird School of Global Management 2006 — 2008
Global MBA
St. Lawrence University 1994 — 1998
BA, Cum Laude, Sociology
International School of Brussels 1986 — 1993
JP Morgan Chase Bank NA October 2012 - Present
Chase Investment Services February 2010 - October 2012
Chase Investment Services July 2005 - February 2010
Chase Investment Services November 2002 - July 2005
UBS PaineWebber January 2002 - November 2002
Charles Schwab & Co., Inc January 1999 - January 2001
Skills
Financial Planning, Investments, Finance, Management, Portfolio Management, Wealth Management, Financial Services, Mutual Funds, Banking, Financial Analysis, Asset Allocation
Education
College for Financial Planning 2014 — 2015
Financial Planning Certificate
Thunderbird School of Global Management 2006 — 2008
Global MBA
St. Lawrence University 1994 — 1998
BA, Cum Laude, Sociology
International School of Brussels 1986 — 1993
Bruce Fishkin's UBS PaineWebber Experience 1998 - 2004
Job In Transition from IT to Healthcare
Industry Hospital & Health Care
Experience
Various Consulting Engagements September 2011 - December 2013
UBS Wealth Management 2006 - 2011
UBS Wealth Management 2004 - 2006
UBS PaineWebber 1998 - 2004
Springfield First Aid Squad January 1998 - December 2003
PaineWebber 1994 - 1998
J.P. Morgan 1992 - 1994
PaineWebber 1988 - 1992
PaineWebber 1987 - 1988
PaineWebber 1985 - 1987
Skills
MS Project, Visio, SharePoint, Process Improvement, Business Analysis, SDLC, Change Management, Project Planning, Project Governance, Analysis, Software Project..., Requirements Analysis, Project Management, Integration, PMO, Data Warehousing, SQL, Agile Methodologies, Quality Assurance, Financial Services, Access, Information Technology
Education
Muhlenberg Harold B & Dorothy A Snyder Schools-School of Nursing 2015 — 2015
Diploma, Nursing, Registered Nursing/Registered Nurse
Union County College 2014 — 2014
Associate's degree, Pre-Nursing Studies, 1st Year
New York University - Leonard N. Stern School of Business 1982 — 1985
BS, Finance
The University of Chicago 1975 — 1978
Marlboro High School
Various Consulting Engagements September 2011 - December 2013
UBS Wealth Management 2006 - 2011
UBS Wealth Management 2004 - 2006
UBS PaineWebber 1998 - 2004
Springfield First Aid Squad January 1998 - December 2003
PaineWebber 1994 - 1998
J.P. Morgan 1992 - 1994
PaineWebber 1988 - 1992
PaineWebber 1987 - 1988
PaineWebber 1985 - 1987
Skills
MS Project, Visio, SharePoint, Process Improvement, Business Analysis, SDLC, Change Management, Project Planning, Project Governance, Analysis, Software Project..., Requirements Analysis, Project Management, Integration, PMO, Data Warehousing, SQL, Agile Methodologies, Quality Assurance, Financial Services, Access, Information Technology
Education
Muhlenberg Harold B & Dorothy A Snyder Schools-School of Nursing 2015 — 2015
Diploma, Nursing, Registered Nursing/Registered Nurse
Union County College 2014 — 2014
Associate's degree, Pre-Nursing Studies, 1st Year
New York University - Leonard N. Stern School of Business 1982 — 1985
BS, Finance
The University of Chicago 1975 — 1978
Marlboro High School
Angella Fraser's UBS PaineWebber Experience 1990 - 1994
Job NA at NA
Industry Law Practice
Experience
Reed Smith LLP May 2011 - Present
EAPD January 2006 - January 2011
Coudert Brothers December 2001 - November 2005
Morgan Stanley August 1999 - November 2001
IBM 1995 - 1999
UBS Painewebber 1990 - 1994
Department of General Services NY 1981 - 1992
Skills
Management, Employment Law, Litigation Support, Corporate Governance, Civil Litigation, Litigation, Mergers & Acquisitions, Legal Research, Intellectual Property, Human Resources, Employee Relations, Legal Writing, Corporate Law, Microsoft Excel, Legal Assistance, Commercial Litigation, Administrative..., Document Review, Outlook, Mediation
Education
City University of New York City College 1984 — 2000
MIS, Information Systems
University of the West Indies, Kingston 1977 — 1978
Dip. Ed., Education
University of the West Indies, Kingston Jamaica 1974 — 1977
BA, Geography & Economics
Reed Smith LLP May 2011 - Present
EAPD January 2006 - January 2011
Coudert Brothers December 2001 - November 2005
Morgan Stanley August 1999 - November 2001
IBM 1995 - 1999
UBS Painewebber 1990 - 1994
Department of General Services NY 1981 - 1992
Skills
Management, Employment Law, Litigation Support, Corporate Governance, Civil Litigation, Litigation, Mergers & Acquisitions, Legal Research, Intellectual Property, Human Resources, Employee Relations, Legal Writing, Corporate Law, Microsoft Excel, Legal Assistance, Commercial Litigation, Administrative..., Document Review, Outlook, Mediation
Education
City University of New York City College 1984 — 2000
MIS, Information Systems
University of the West Indies, Kingston 1977 — 1978
Dip. Ed., Education
University of the West Indies, Kingston Jamaica 1974 — 1977
BA, Geography & Economics
Stuart Breslow's UBS PaineWebber Experience June 1993 - June 2000
Job Technology Executive at DRW Trading Group
Industry Computer Software
Experience
DRW Trading Group January 2015 - Present
Chopper Trading, LLC October 2013 - Present
Citadel Technology LLC September 2012 - October 2013
RealTick December 2005 - September 2012
Lehman Brothers October 2000 - January 2006
UBS PaineWebber June 1993 - June 2000
IBM May 1991 - June 1993
Education
Stevens Institute of Technology 1995 — 1998
Master of Science, Technology Management
New York University - Polytechnic School of Engineering 1992 — 1995
Master of Science, Computer Science
Rutgers University-New Brunswick 1988 — 1992
Bachelor of Science, Electrical / Computer Engineering
DRW Trading Group January 2015 - Present
Chopper Trading, LLC October 2013 - Present
Citadel Technology LLC September 2012 - October 2013
RealTick December 2005 - September 2012
Lehman Brothers October 2000 - January 2006
UBS PaineWebber June 1993 - June 2000
IBM May 1991 - June 1993
Education
Stevens Institute of Technology 1995 — 1998
Master of Science, Technology Management
New York University - Polytechnic School of Engineering 1992 — 1995
Master of Science, Computer Science
Rutgers University-New Brunswick 1988 — 1992
Bachelor of Science, Electrical / Computer Engineering
Kenny Hou's UBS PaineWebber Experience June 1999 - January 2001
Job DBA
Industry Investment Banking
Experience
BNP Paribas March 2010 - January 2012
UBS Investment Bank February 2009 - March 2010
JPMorgan Chase January 2001 - December 2008
UBS PaineWebber June 1999 - January 2001
Skills
Sybase, SQL Server, Oracle, Sybase IQ, Sybase Replication
Education
Stevens Institute of Technology 2000 — 2000
Management Information System
State University of New York at Stony Brook 1995 — 1999
BS, Computer
BNP Paribas March 2010 - January 2012
UBS Investment Bank February 2009 - March 2010
JPMorgan Chase January 2001 - December 2008
UBS PaineWebber June 1999 - January 2001
Skills
Sybase, SQL Server, Oracle, Sybase IQ, Sybase Replication
Education
Stevens Institute of Technology 2000 — 2000
Management Information System
State University of New York at Stony Brook 1995 — 1999
BS, Computer
Ken Catanella's UBS PaineWebber Experience May 1998 - May 2000
Job Assistant General Manager at Detroit Pistons
Industry Sports
Experience
Detroit Pistons August 2014 - Present
Detroit Pistons December 2011 - August 2014
NBA January 2009 - December 2011
New Jersey Nets June 2006 - December 2008
Duke Men's Basketball August 2004 - May 2006
Fred Alger Management July 2002 - May 2004
Cologne 99ers August 2000 - May 2002
UBS PaineWebber May 1998 - May 2000
Skills
Strategic Planning, Valuation, Team Management, Sports, Sports Marketing, Sports Management, Social Media, Sponsorship, Public Speaking, Marketing, Social Media Marketing, Research, Event Management, Event Planning, Media Relations, Management
Education
Duke University - The Fuqua School of Business 2004 — 2006
Master of Business Administration
Amherst College 1993 — 1997
Bachelor of Arts, Law Jurisprudence
Detroit Pistons August 2014 - Present
Detroit Pistons December 2011 - August 2014
NBA January 2009 - December 2011
New Jersey Nets June 2006 - December 2008
Duke Men's Basketball August 2004 - May 2006
Fred Alger Management July 2002 - May 2004
Cologne 99ers August 2000 - May 2002
UBS PaineWebber May 1998 - May 2000
Skills
Strategic Planning, Valuation, Team Management, Sports, Sports Marketing, Sports Management, Social Media, Sponsorship, Public Speaking, Marketing, Social Media Marketing, Research, Event Management, Event Planning, Media Relations, Management
Education
Duke University - The Fuqua School of Business 2004 — 2006
Master of Business Administration
Amherst College 1993 — 1997
Bachelor of Arts, Law Jurisprudence
Gita Sharma's UBS PaineWebber Experience April 2000 - April 2001
Job Senior Editor at Thomson Reuters
Industry Publishing
Experience
Thomson Reuters July 2008 - Present
Rutgers Business School May 2005 - Present
Epstein Becker & Green, P.C. 2001 - 2004
UBS PaineWebber April 2000 - April 2001
Deloitte & Touche April 1999 - April 2000
Day Pitney LLP January 1998 - April 1999
Port Authority of New York and New Jersey August 1993 - December 1997
Skills
Fluent in Hindi (and..., Tax, ERISA, Employee Benefits, Retirement, Employment Law, Strategy, Retirement Planning, Small Business, Human Resources, Cross-functional Team..., Process Improvement, Defined Benefit, Pensions, Executive Pay
Education
New York University School of Law 1994 — 1997
LLM, Corporate Law
Albany Law School of Union University 1990 — 1993
JD
Russell Sage College 1987 — 1990
BA, History/Economics
Thomson Reuters July 2008 - Present
Rutgers Business School May 2005 - Present
Epstein Becker & Green, P.C. 2001 - 2004
UBS PaineWebber April 2000 - April 2001
Deloitte & Touche April 1999 - April 2000
Day Pitney LLP January 1998 - April 1999
Port Authority of New York and New Jersey August 1993 - December 1997
Skills
Fluent in Hindi (and..., Tax, ERISA, Employee Benefits, Retirement, Employment Law, Strategy, Retirement Planning, Small Business, Human Resources, Cross-functional Team..., Process Improvement, Defined Benefit, Pensions, Executive Pay
Education
New York University School of Law 1994 — 1997
LLM, Corporate Law
Albany Law School of Union University 1990 — 1993
JD
Russell Sage College 1987 — 1990
BA, History/Economics
Darren McSpedon's UBS PaineWebber Experience April 2001 - January 2005
Job Executive Director and Senior Associate General Counsel at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management January 1998 - Present
UBS Wealth Management April 2005 - January 2008
UBS PaineWebber April 2001 - January 2005
PaineWebber January 1998 - April 2001
Seward & Kissel LLP September 1993 - January 1998
Skills
Financial Services, Broker-Dealer, Securities Regulation, Wealth Management, FINRA, Broker-Dealer Compliance, Equities, Restricted Stock, 10b5-1 Plans, Fixed Income, Alternative Investments, Mutual Funds, AML, Corporate Law, Broker-Dealer Operations, Global Custody, Data Retention, Precious Metals, Prime Brokerage, SEC, Securities
Education
Fordham University School of Law 1990 — 1993
J.D.
Williams College 1985 — 1989
B.A., History
Fordham Prep 1981 — 1985
UBS Wealth Management January 1998 - Present
UBS Wealth Management April 2005 - January 2008
UBS PaineWebber April 2001 - January 2005
PaineWebber January 1998 - April 2001
Seward & Kissel LLP September 1993 - January 1998
Skills
Financial Services, Broker-Dealer, Securities Regulation, Wealth Management, FINRA, Broker-Dealer Compliance, Equities, Restricted Stock, 10b5-1 Plans, Fixed Income, Alternative Investments, Mutual Funds, AML, Corporate Law, Broker-Dealer Operations, Global Custody, Data Retention, Precious Metals, Prime Brokerage, SEC, Securities
Education
Fordham University School of Law 1990 — 1993
J.D.
Williams College 1985 — 1989
B.A., History
Fordham Prep 1981 — 1985
Jane Verber's UBS PaineWebber Experience August 1994 - December 2000
Job Owner at Verber and Sullivan Home Design
Industry Design
Experience
Verber & Sullivan Home Design January 2005 - Present
Prudential Financial January 2000 - April 2003
UBS PaineWebber August 1994 - December 2000
Skills
Home Staging, Interior Design, Furniture, Relocation, Art Direction, InDesign, Marketing, Art, Brochures, Selling, Corporate Identity, Illustrator, Brand Development, Sales, Advertising, Creative Direction, Merchandising
Education
State University of New York College at Fredonia 1977 — 1981
BFA, Art/Design
Verber & Sullivan Home Design January 2005 - Present
Prudential Financial January 2000 - April 2003
UBS PaineWebber August 1994 - December 2000
Skills
Home Staging, Interior Design, Furniture, Relocation, Art Direction, InDesign, Marketing, Art, Brochures, Selling, Corporate Identity, Illustrator, Brand Development, Sales, Advertising, Creative Direction, Merchandising
Education
State University of New York College at Fredonia 1977 — 1981
BFA, Art/Design
Rob Cirillo's UBS PaineWebber Experience July 1987 - May 2005
Job VP/Senior Manager of Settlements at ScotiaBank
Industry Financial Services
Experience
Scotiabank June 2015 - Present
UBS Investment Bank May 2010 - June 2015
GlobeOp Financial Services May 2005 - April 2009
UBS/ PaineWebber July 1987 - May 2005
Skills
Settlement, Fixed Income, Investment Banking, Finance, Hedge Funds, Derivatives, Equities, Bloomberg, Management, Fund Of Funds, User Acceptance Testing, Capital Markets, Accounting, FINRA, Fund Administration, Financial Analysis, Trading, Account Reconciliation, Middle Office, AML, Fund Accounting, Options, Due Diligence, Securities, Series 7, Valuation, Alternative Investments
Education
City University of New York-College of Staten Island 1980 — 1985
BS, Accounting
Scotiabank June 2015 - Present
UBS Investment Bank May 2010 - June 2015
GlobeOp Financial Services May 2005 - April 2009
UBS/ PaineWebber July 1987 - May 2005
Skills
Settlement, Fixed Income, Investment Banking, Finance, Hedge Funds, Derivatives, Equities, Bloomberg, Management, Fund Of Funds, User Acceptance Testing, Capital Markets, Accounting, FINRA, Fund Administration, Financial Analysis, Trading, Account Reconciliation, Middle Office, AML, Fund Accounting, Options, Due Diligence, Securities, Series 7, Valuation, Alternative Investments
Education
City University of New York-College of Staten Island 1980 — 1985
BS, Accounting
Christopher Hagan's UBS PaineWebber Experience 2002 - 2003
Job Vice President at Adviser Investments
Industry Financial Services
Experience
Adviser Investments 2009 - Present
Fidelity Investments 2007 - 2009
Fidelity Investments 2004 - 2007
UBS PaineWebber 2002 - 2003
Standish Mellon Asset Management May 2001 - August 2002
Brown Brothers Harriman 1997 - 1999
Skills
Mutual Funds, Investments, Equities, Retirement Planning, Business Development, FINRA, Product Management, CRM, Relationship Management, Management, Series 7, Series 65, Series 63, Asset Allocation, Sales, Asset Managment, Financial Analysis, Municipal Bonds, MBA
Education
University of San Francisco - School of Management 2004 — 2005
MBA, Management
Saint Michael's College 1993 — 1997
BA, English, Philosophy
Needham High School
Adviser Investments 2009 - Present
Fidelity Investments 2007 - 2009
Fidelity Investments 2004 - 2007
UBS PaineWebber 2002 - 2003
Standish Mellon Asset Management May 2001 - August 2002
Brown Brothers Harriman 1997 - 1999
Skills
Mutual Funds, Investments, Equities, Retirement Planning, Business Development, FINRA, Product Management, CRM, Relationship Management, Management, Series 7, Series 65, Series 63, Asset Allocation, Sales, Asset Managment, Financial Analysis, Municipal Bonds, MBA
Education
University of San Francisco - School of Management 2004 — 2005
MBA, Management
Saint Michael's College 1993 — 1997
BA, English, Philosophy
Needham High School
Christina Rackley's UBS PaineWebber Experience February 2003 - July 2003
Job Vice President, Fixed Income Trading at Raymond James
Industry Financial Services
Experience
Raymond James August 2010 - Present
RBC Capital Markets August 2004 - November 2009
Smith Barney July 2003 - August 2004
UBS PaineWebber February 2003 - July 2003
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2003
M.S., Finance
Valdosta State University 1999 — 2002
B.B.A., Finance
Valdosta State University 1999 — 2002
B.B.A., Economics
Raymond James August 2010 - Present
RBC Capital Markets August 2004 - November 2009
Smith Barney July 2003 - August 2004
UBS PaineWebber February 2003 - July 2003
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2003
M.S., Finance
Valdosta State University 1999 — 2002
B.B.A., Finance
Valdosta State University 1999 — 2002
B.B.A., Economics
james giordano's UBS PaineWebber Experience May 1992 - June 2002
Job assistant vice president at peoples united bank
Industry Banking
Experience
Peoples United Bank August 2004 - Present
UBS PAINEWEBBER May 1992 - June 2002
Skills
Consumer Lending, Wealth Management, Portfolio Management, Mutual Funds, Fixed Income, Series 63, Credit, Asset Allocation, Investments, Equities, Securities, Investment Advisory, Asset Managment, Investment Strategies, Mortgage Lending, Credit Analysis, Asset Management, Commercial Banking, Banking
Education
UNIVERSITY OF NEW HAVEN 1974 — 1977
MBA, FINANCE
Providence College 1970 — 1974
B.A, ECONOMICS
Peoples United Bank August 2004 - Present
UBS PAINEWEBBER May 1992 - June 2002
Skills
Consumer Lending, Wealth Management, Portfolio Management, Mutual Funds, Fixed Income, Series 63, Credit, Asset Allocation, Investments, Equities, Securities, Investment Advisory, Asset Managment, Investment Strategies, Mortgage Lending, Credit Analysis, Asset Management, Commercial Banking, Banking
Education
UNIVERSITY OF NEW HAVEN 1974 — 1977
MBA, FINANCE
Providence College 1970 — 1974
B.A, ECONOMICS
Mitchell Izumi's UBS PaineWebber Experience May 1999 - December 2001
Job Senior Managing Director at Quincy Capital Partners, LLC
Industry Investment Management
Experience
Quincy Capital Partners, LLC July 2015 - Present
RidgeWorth Investments June 2011 - December 2013
Guggenheim Funds October 2009 - June 2011
Deutsche Asset Management April 2006 - May 2009
DWS Investments/Deutsche Bank April 2003 - April 2006
Schneider Logistics Payment Services, Inc. October 2002 - April 2003
UBS PaineWebber May 1999 - December 2001
Midwest Alliance Group December 1998 - May 1999
BNP Securites (U.S.A.) December 1996 - July 1997
Finacor Vendome, Inc. 1994 - 1996
Skills
Mutual Funds, Series 7, CRM, Business Planning, Investments, Management, Cross-functional Team..., Sales Management, Entrepreneurship, Marketing, Sales Operations, Asset Management, Portfolio Management, Sales, Fixed Annuities, Securities, Public Speaking, Wealth Management..., Asset Allocation, Training, Sales Process, Variable Annuities, High Net Worth..., Negotiation, Alternative Investments, Analysis, Estate Planning, Wealth Management, Strategic Partnerships, Leadership
Education
Northern Illinois University 1982 — 1986
B.S., Finance
Quincy Capital Partners, LLC July 2015 - Present
RidgeWorth Investments June 2011 - December 2013
Guggenheim Funds October 2009 - June 2011
Deutsche Asset Management April 2006 - May 2009
DWS Investments/Deutsche Bank April 2003 - April 2006
Schneider Logistics Payment Services, Inc. October 2002 - April 2003
UBS PaineWebber May 1999 - December 2001
Midwest Alliance Group December 1998 - May 1999
BNP Securites (U.S.A.) December 1996 - July 1997
Finacor Vendome, Inc. 1994 - 1996
Skills
Mutual Funds, Series 7, CRM, Business Planning, Investments, Management, Cross-functional Team..., Sales Management, Entrepreneurship, Marketing, Sales Operations, Asset Management, Portfolio Management, Sales, Fixed Annuities, Securities, Public Speaking, Wealth Management..., Asset Allocation, Training, Sales Process, Variable Annuities, High Net Worth..., Negotiation, Alternative Investments, Analysis, Estate Planning, Wealth Management, Strategic Partnerships, Leadership
Education
Northern Illinois University 1982 — 1986
B.S., Finance
Paul M Rowan's UBS PaineWebber Experience August 2000 - January 2002
Job Commercial Account Officer, Woodworker, Runner
Industry Banking
Experience
First American Equipment Finance a City National Bank Company August 2013 - September 2015
JPMorgan Chase April 2002 - April 2013
UBS PaineWebber August 2000 - January 2002
Perry Johnson Inc. August 1999 - August 2000
Beneficial New York, Inc. May 1990 - June 1999
Skills
Sales, Sales Management, Sales Process, Credit, Banking, Loans, Risk Management, Financial Risk, Portfolio Management, Mortgage Lending, Finance, Management, Operational Risk, Financial Analysis, Mortgage Banking, Consumer Lending, Credit Analysis, Loan Origination, Residential Mortgages, Underwriting, Mortgage Underwriting, Commercial Lending, Financial Services, Refinance, USDA, Investments, FHA, Asset Management, Small Business Lending
Education
State University of New York College at Oswego 1988 — 1990
B.S., Business Administration, Finance Minor Economics
HS
First American Equipment Finance a City National Bank Company August 2013 - September 2015
JPMorgan Chase April 2002 - April 2013
UBS PaineWebber August 2000 - January 2002
Perry Johnson Inc. August 1999 - August 2000
Beneficial New York, Inc. May 1990 - June 1999
Skills
Sales, Sales Management, Sales Process, Credit, Banking, Loans, Risk Management, Financial Risk, Portfolio Management, Mortgage Lending, Finance, Management, Operational Risk, Financial Analysis, Mortgage Banking, Consumer Lending, Credit Analysis, Loan Origination, Residential Mortgages, Underwriting, Mortgage Underwriting, Commercial Lending, Financial Services, Refinance, USDA, Investments, FHA, Asset Management, Small Business Lending
Education
State University of New York College at Oswego 1988 — 1990
B.S., Business Administration, Finance Minor Economics
HS
Frances Visalli's UBS PaineWebber Experience May 2000 - June 2002
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2004 - Present
UBS PaineWebber May 2000 - June 2002
Morgan Stanley March 1997 - May 2000
Skills
Series 7, Series 63, Retirement Planning, Wealth Management, Securities, Fixed Annuities, Asset Allocation, Investment Advisory, Strategic Financial..., Investments, Uniform Combined State..., Estate Planning, FINRA, Financial Advisory, Investment Strategies, Series 6, Fixed Income, Financial Services, Portfolio Management, Alternative Investments, Series 24, Retirement, Financial Analysis, Mutual Funds
Education
Gloucester County College 2004 — 2005
Liberal Arts, Communications
Paulsboro High 1965 — 1969
Ameriprise Financial Services, Inc. September 2004 - Present
UBS PaineWebber May 2000 - June 2002
Morgan Stanley March 1997 - May 2000
Skills
Series 7, Series 63, Retirement Planning, Wealth Management, Securities, Fixed Annuities, Asset Allocation, Investment Advisory, Strategic Financial..., Investments, Uniform Combined State..., Estate Planning, FINRA, Financial Advisory, Investment Strategies, Series 6, Fixed Income, Financial Services, Portfolio Management, Alternative Investments, Series 24, Retirement, Financial Analysis, Mutual Funds
Education
Gloucester County College 2004 — 2005
Liberal Arts, Communications
Paulsboro High 1965 — 1969
Diane Ireland's UBS PaineWebber Experience June 2000 - January 2002
Job Management Consulting Professional
Industry Management Consulting
Experience
Rutgers Univ./ Graduate School of Psychology December 2002 - January 2006
UBS PaineWebber June 2000 - January 2002
Ernst & Young March 1993 - September 1999
Education
Rutgers, The State University of New Jersey-Newark 1996 — 1999
MBA, Marketing
Rutgers University-New Brunswick 1989 — 1993
B.S., Statistics/ Mathematics
Rutgers Univ./ Graduate School of Psychology December 2002 - January 2006
UBS PaineWebber June 2000 - January 2002
Ernst & Young March 1993 - September 1999
Education
Rutgers, The State University of New Jersey-Newark 1996 — 1999
MBA, Marketing
Rutgers University-New Brunswick 1989 — 1993
B.S., Statistics/ Mathematics
Jane McCord's UBS PaineWebber Experience 2000 - 2002
Job Marketing and Communications Executive
Industry Insurance
Experience
EmblemHealth June 2007 - 2015
Commerce Bank Insurance Services 2003 - 2007
UBS PaineWebber 2000 - 2002
Aetna 1991 - 2000
Blue Cross and Blue Shield of New Jersey 1985 - 1991
Skills
Managed Care, Health Insurance, Provider Relations, Medicaid, Healthcare Industry, Healthcare Information..., Health Policy, Cross-functional Team..., Leadership, Project Management, Program Management, Medicare, Healthcare, Disease Management, HMO, Employee Benefits, Management, Team Building, Process Improvement, Pharmacy Benefit..., Health Care Reform, HIPAA, Vendor Management, Healthcare Consulting, Insurance, Utilization Management, Hospitals, Strategy, Data Analysis, Strategic Planning, Marketing Strategy, Business Analysis, Marketing Communications, Analytics, Revenue Cycle, Healthcare Management, Quality Improvement, Strategic Partnerships, Claim
Education
BS, Rutgers University, New Brunswick, NJ
Bachelor of Science (BS), Psychology
Monmouth University
Graduate Course Work
EmblemHealth June 2007 - 2015
Commerce Bank Insurance Services 2003 - 2007
UBS PaineWebber 2000 - 2002
Aetna 1991 - 2000
Blue Cross and Blue Shield of New Jersey 1985 - 1991
Skills
Managed Care, Health Insurance, Provider Relations, Medicaid, Healthcare Industry, Healthcare Information..., Health Policy, Cross-functional Team..., Leadership, Project Management, Program Management, Medicare, Healthcare, Disease Management, HMO, Employee Benefits, Management, Team Building, Process Improvement, Pharmacy Benefit..., Health Care Reform, HIPAA, Vendor Management, Healthcare Consulting, Insurance, Utilization Management, Hospitals, Strategy, Data Analysis, Strategic Planning, Marketing Strategy, Business Analysis, Marketing Communications, Analytics, Revenue Cycle, Healthcare Management, Quality Improvement, Strategic Partnerships, Claim
Education
BS, Rutgers University, New Brunswick, NJ
Bachelor of Science (BS), Psychology
Monmouth University
Graduate Course Work
Michael D. Jamison's UBS PaineWebber Experience 1988 - 1993
Job Chief Operating Officer Managing Director at Lebenthal Asset Management
Industry Financial Services
Experience
Lebenthal Asset Management February 2015 - Present
Barrett Asset Management October 2010 - February 2015
Beacon Trust Company June 2009 - September 2010
MB Investment Partners August 2007 - June 2009
Jamison Prince Asset Management September 2001 - August 2007
Brandywine Global Investment Management 1993 - 2001
UBS PaineWebber 1988 - 1993
EF Hutton & Company 1981 - 1988
Skills
Asset Allocation, Wealth Management, Mutual Funds, Portfolio Management, Investments, Asset Managment, Alternative Investments, Securities, Equities, Investment Management, Investment Strategies, Hedge Funds, Equity Research, Investment Advisory, Asset Management, Private Equity
Education
Fairleigh Dickinson University 1979 — 1981
MBA, Finance
Baldwin Wallace University 1973 — 1977
BA, Economics
Lebenthal Asset Management February 2015 - Present
Barrett Asset Management October 2010 - February 2015
Beacon Trust Company June 2009 - September 2010
MB Investment Partners August 2007 - June 2009
Jamison Prince Asset Management September 2001 - August 2007
Brandywine Global Investment Management 1993 - 2001
UBS PaineWebber 1988 - 1993
EF Hutton & Company 1981 - 1988
Skills
Asset Allocation, Wealth Management, Mutual Funds, Portfolio Management, Investments, Asset Managment, Alternative Investments, Securities, Equities, Investment Management, Investment Strategies, Hedge Funds, Equity Research, Investment Advisory, Asset Management, Private Equity
Education
Fairleigh Dickinson University 1979 — 1981
MBA, Finance
Baldwin Wallace University 1973 — 1977
BA, Economics
Sherry Parrado's UBS PaineWebber Experience 2002 - 2004
Job Communications Associate
Industry Financial Services
Experience
AIG 2012 - 2013
UBS Financial Services Inc 2009 - 2010
UBS Financial Services Inc 2004 - 2009
UBS PaineWebber 2002 - 2004
PaineWebber 1998 - 2002
Skills
Training, Outlook, Project Management, Marketing, Customer Service, Marketing Communications, Microsoft Word, PowerPoint, Program Management, Strategy
Education
Rutgers University-New Brunswick 1994 — 1998
AIG 2012 - 2013
UBS Financial Services Inc 2009 - 2010
UBS Financial Services Inc 2004 - 2009
UBS PaineWebber 2002 - 2004
PaineWebber 1998 - 2002
Skills
Training, Outlook, Project Management, Marketing, Customer Service, Marketing Communications, Microsoft Word, PowerPoint, Program Management, Strategy
Education
Rutgers University-New Brunswick 1994 — 1998
Summer Moorman's UBS PaineWebber Experience June 2001 - June 2003
Job Corporate Project Assistant
Industry Law Practice
Experience
Barack Ferrazzano Kirschbaum & Nagelberg LLP March 2013 - Present
Barack Ferrazzano Kirschbaum & Nagelberg LLP December 2007 - March 2013
United States Postal Service December 2006 - March 2007
UBS PaineWebber June 2001 - June 2003
Skills
Legal Research, Entity Formations, Data Entry, Microsoft Word, Legal Writing, Outlook, Microsoft Office, USPS, UPS systems, Blackboard, Event Planning, Finance, Microsoft Excel, PowerPoint, Spreadsheets, Research, Access
Education
Roosevelt University 2014 — 2015
Certificate in Paralegal Studies, Legal Assistant/Paralegal
Roosevelt University 2009 — 2012
B.S., Finance
Harold Washington College 2007 — 2009
A.A, Business/Finance
University of Illinois at Chicago
Barack Ferrazzano Kirschbaum & Nagelberg LLP March 2013 - Present
Barack Ferrazzano Kirschbaum & Nagelberg LLP December 2007 - March 2013
United States Postal Service December 2006 - March 2007
UBS PaineWebber June 2001 - June 2003
Skills
Legal Research, Entity Formations, Data Entry, Microsoft Word, Legal Writing, Outlook, Microsoft Office, USPS, UPS systems, Blackboard, Event Planning, Finance, Microsoft Excel, PowerPoint, Spreadsheets, Research, Access
Education
Roosevelt University 2014 — 2015
Certificate in Paralegal Studies, Legal Assistant/Paralegal
Roosevelt University 2009 — 2012
B.S., Finance
Harold Washington College 2007 — 2009
A.A, Business/Finance
University of Illinois at Chicago
Brendan Jones's UBS PaineWebber Experience February 2000 - January 2002
Job Executive Director/Portfolio Manager at TREASURY PARTNERS
Industry Investment Management
Experience
TREASURY PARTNERS May 2009 - Present
Bear Stearns May 2003 - May 2009
CIBC Oppenheimer February 2002 - May 2003
UBS PaineWebber February 2000 - January 2002
CIBC Oppenheimer August 1998 - February 2000
Skills
Investments, Portfolio Management, Securities
Education
Connecticut College 1993 — 1997
BA, History (Major), Economics (Minor)
TREASURY PARTNERS May 2009 - Present
Bear Stearns May 2003 - May 2009
CIBC Oppenheimer February 2002 - May 2003
UBS PaineWebber February 2000 - January 2002
CIBC Oppenheimer August 1998 - February 2000
Skills
Investments, Portfolio Management, Securities
Education
Connecticut College 1993 — 1997
BA, History (Major), Economics (Minor)
Diane Ireland's UBS PaineWebber Experience May 2000 - December 2002
Job
Industry
Experience
Rutgers- Graduate School of Psychology- Network for Family Life Education December 2002 - February 2006
UBS PaineWebber May 2000 - December 2002
Desktop News - Internet StartUp September 1999 - May 2000
Ernst & Young March 1993 - September 1999
Education
Rutgers, The State University of New Jersey-Newark 1996 — 1999
MBA, Marketing Management
Rutgers University-New Brunswick 1989 — 1993
BA, Statistics/ Mathematics
Rutgers- Graduate School of Psychology- Network for Family Life Education December 2002 - February 2006
UBS PaineWebber May 2000 - December 2002
Desktop News - Internet StartUp September 1999 - May 2000
Ernst & Young March 1993 - September 1999
Education
Rutgers, The State University of New Jersey-Newark 1996 — 1999
MBA, Marketing Management
Rutgers University-New Brunswick 1989 — 1993
BA, Statistics/ Mathematics
Anthony J. Ledone's UBS PaineWebber Experience September 1989 - March 2003
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
Pershing, a BNY Mellon company August 2005 - July 2011
Eurobrokers March 2003 - August 2005
UBS/ PaineWebber September 1989 - March 2003
Skills
Credit Risk, Equities, Fixed Income, Emerging Markets, Series 24, Series 7, Management, Non-public Alternative..., Financial Institutions, Portfolio Management, Risk Management, Securities, Capital Markets, Investments
Education
St. John's Universtiy - Peter J Tobin College of Busines
Master of Business Administration (MBA), Executive Management/Finance
Richard Stockton College of New Jersey
Bachelor of Science (BS), Finance
Fidelity Investments August 2011 - Present
Pershing, a BNY Mellon company August 2005 - July 2011
Eurobrokers March 2003 - August 2005
UBS/ PaineWebber September 1989 - March 2003
Skills
Credit Risk, Equities, Fixed Income, Emerging Markets, Series 24, Series 7, Management, Non-public Alternative..., Financial Institutions, Portfolio Management, Risk Management, Securities, Capital Markets, Investments
Education
St. John's Universtiy - Peter J Tobin College of Busines
Master of Business Administration (MBA), Executive Management/Finance
Richard Stockton College of New Jersey
Bachelor of Science (BS), Finance
Moying Raymond Wong's UBS PaineWebber Experience March 1987 - May 1997
Job Executive Director Regulatory, Audit and Client Engagements
Industry Banking
Experience
Morgan Stanley September 2014 - Present
Royal Bank of Scotland December 2010 - August 2014
Royal Bank of Scotland May 1997 - December 2010
UBS PaineWebber March 1987 - May 1997
KPMG June 1984 - March 1987
Skills
Auditing, Banking, Internal Controls, AML, Information Technology, Operational Risk, Credit Risk, Capital Markets, Investment Banking, Fixed Income, IT Audit, Derivatives, Financial Risk, Swaps, Risk Management
Education
Baruch College, City University of New York (CUNY) 1987 — 1993
MBA, Finance
University at Albany, SUNY 1980 — 1983
BS, Accouting, Computer Science
Morgan Stanley September 2014 - Present
Royal Bank of Scotland December 2010 - August 2014
Royal Bank of Scotland May 1997 - December 2010
UBS PaineWebber March 1987 - May 1997
KPMG June 1984 - March 1987
Skills
Auditing, Banking, Internal Controls, AML, Information Technology, Operational Risk, Credit Risk, Capital Markets, Investment Banking, Fixed Income, IT Audit, Derivatives, Financial Risk, Swaps, Risk Management
Education
Baruch College, City University of New York (CUNY) 1987 — 1993
MBA, Finance
University at Albany, SUNY 1980 — 1983
BS, Accouting, Computer Science
David Furze's UBS PaineWebber Experience February 1997 - February 2000
Job Primary Counselor at Syracuse Behavioral Healthcare
Industry Financial Services
Experience
Syracuse Behavioral Healthcare January 2013 - Present
U-Trade Capital Holdeing LLC February 2000 - November 2012
U-Trade Brokerage LLC. February 2000 - November 2012
UBS PaineWebber February 1997 - February 2000
Dean Witter Reynolds Inc. July 1995 - February 1997
Chemical Banking Corporation January 1992 - July 1995
Skills
Mental Health Counseling, Case Management, Financial Counseling, Crisis Management, Crisis Intervention, Team Leadership, Management, Financial Analysis, Investments, Customer Relations, Financial Planning, Retirement Planning, Estate Planning, Management Consulting, Sales Management, Series 7, Series 24, series 55
Education
Mount St. Mary's College 1983 — 1987
Bachelor of Arts (BA), Political Science and Government
West Genesee High School 1978 — 1982
Syracuse Behavioral Healthcare January 2013 - Present
U-Trade Capital Holdeing LLC February 2000 - November 2012
U-Trade Brokerage LLC. February 2000 - November 2012
UBS PaineWebber February 1997 - February 2000
Dean Witter Reynolds Inc. July 1995 - February 1997
Chemical Banking Corporation January 1992 - July 1995
Skills
Mental Health Counseling, Case Management, Financial Counseling, Crisis Management, Crisis Intervention, Team Leadership, Management, Financial Analysis, Investments, Customer Relations, Financial Planning, Retirement Planning, Estate Planning, Management Consulting, Sales Management, Series 7, Series 24, series 55
Education
Mount St. Mary's College 1983 — 1987
Bachelor of Arts (BA), Political Science and Government
West Genesee High School 1978 — 1982
Prem Premsrirut's UBS PaineWebber Experience August 2000 - May 2001
Job President/CEO at Mirimus, Inc.
Industry Research
Experience
Mirimus, Inc. November 2010 - Present
Cold Spring Harbor Laboratory August 2005 - May 2010
Stony Brook University Hospital August 2003 - June 2005
Mount Sinai School of Medicine May 2001 - June 2003
UBS-Painewebber August 2000 - May 2001
Skills
Molecular Biology, Genetics, Biotechnology, Biochemistry, Western Blotting
Education
Stony Brook University
Doctor of Medicine (M.D.), Medicine
Cold Spring Harbor Laboratory 2005 — 2010
Doctor of Philosophy (PhD), Genetics
UC Berkeley 1998 — 2001
BA, Biochemistry and Molecular Biology
State University of New York at Stony Brook
Doctor of Philosophy (Ph.D.), Cancer Genetics
Mirimus, Inc. November 2010 - Present
Cold Spring Harbor Laboratory August 2005 - May 2010
Stony Brook University Hospital August 2003 - June 2005
Mount Sinai School of Medicine May 2001 - June 2003
UBS-Painewebber August 2000 - May 2001
Skills
Molecular Biology, Genetics, Biotechnology, Biochemistry, Western Blotting
Education
Stony Brook University
Doctor of Medicine (M.D.), Medicine
Cold Spring Harbor Laboratory 2005 — 2010
Doctor of Philosophy (PhD), Genetics
UC Berkeley 1998 — 2001
BA, Biochemistry and Molecular Biology
State University of New York at Stony Brook
Doctor of Philosophy (Ph.D.), Cancer Genetics
Franck D. Gotsman's UBS PaineWebber Experience September 1996 - September 1998
Job Chief Executive Officer at ALTALAENA Inc.,
Industry Architecture & Planning
Experience
Floridians F.C. November 2013 - Present
ALTALAENA January 2013 - Present
Crown Interiors llc 2010 - December 2012
USArchitecture Magazine September 1998 - 2010
UBS-PaineWebber September 1996 - September 1998
Skills
Marketing Strategy, Strategic Planning, Marketing Communications, Business Strategy, Social Media, Marketing, Entrepreneurship, Social Media Marketing, Business Development, New Business Development, Competitive Analysis, Online Advertising, Strategy, Public Relations, Start-ups, Project Management, Product Marketing, Email Marketing, Management Consulting, Digital Marketing, Management, Strategic Partnerships, Market Research, Construction
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1995
MBA
Institut Franco-Américain de Management 1992 — 1994
MBA
Université Panthéon Sorbonne (Paris I) 1990 — 1992
License
Floridians F.C. November 2013 - Present
ALTALAENA January 2013 - Present
Crown Interiors llc 2010 - December 2012
USArchitecture Magazine September 1998 - 2010
UBS-PaineWebber September 1996 - September 1998
Skills
Marketing Strategy, Strategic Planning, Marketing Communications, Business Strategy, Social Media, Marketing, Entrepreneurship, Social Media Marketing, Business Development, New Business Development, Competitive Analysis, Online Advertising, Strategy, Public Relations, Start-ups, Project Management, Product Marketing, Email Marketing, Management Consulting, Digital Marketing, Management, Strategic Partnerships, Market Research, Construction
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1995
MBA
Institut Franco-Américain de Management 1992 — 1994
MBA
Université Panthéon Sorbonne (Paris I) 1990 — 1992
License
Leyla Cruz's UBS PaineWebber Experience February 2001 - July 2002
Job Client financing
Industry Banking
Experience
Standard Bank London January 2006 - Present
JP Morgan Private Bank July 2002 - December 2005
UBS Painewebber February 2001 - July 2002
Prudential Securities August 2000 - February 2001
Raymond James Financial December 1998 - August 2000
Skills
Finance, Banking, Customer Service, Microsoft Office, Management, Teamwork, Microsoft Word, Business Development
Education
Hunter College 2001 — 2005
BA, Economics
Standard Bank London January 2006 - Present
JP Morgan Private Bank July 2002 - December 2005
UBS Painewebber February 2001 - July 2002
Prudential Securities August 2000 - February 2001
Raymond James Financial December 1998 - August 2000
Skills
Finance, Banking, Customer Service, Microsoft Office, Management, Teamwork, Microsoft Word, Business Development
Education
Hunter College 2001 — 2005
BA, Economics
Mavrene Montan's UBS PaineWebber Experience July 2002 - July 2003
Job Senior Administrative Assistant at Marsh & McLennan Companies, Inc.
Industry Insurance
Experience
Marsh & McLennan Companies, Inc. April 2006 - Present
Marsh November 2004 - April 2006
Bright Horizons September 2003 - April 2004
UBS PaineWebber July 2002 - July 2003
Goldman Sachs August 1998 - June 2002
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Publisher, Outlook
Education
Dominican College of Blauvelt
Bachelor's Degree, History
Marsh & McLennan Companies, Inc. April 2006 - Present
Marsh November 2004 - April 2006
Bright Horizons September 2003 - April 2004
UBS PaineWebber July 2002 - July 2003
Goldman Sachs August 1998 - June 2002
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Publisher, Outlook
Education
Dominican College of Blauvelt
Bachelor's Degree, History
Wesley Simmons's UBS PaineWebber Experience January 1995 - January 2002
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Flaghouse Inc July 2012 - Present
Flaghouse Inc 2012 - 2013
Investor Alarm, Inc January 2008 - January 2012
CitiCapital, Inc., /Citicorp Vendor Finance January 2004 - January 2007
UBS PaineWebber January 1995 - January 2002
Skills
Account Management, Active Directory, Budgets, Computer Hardware, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Software Documentation, System Administration, Technical Support, Troubleshooting, Windows, Windows 7, Windows Server
Education
DeVry University
Bachelors, Applied Science; Network & Communications Management
CHUBB Institute
Certificate, Mainframe Programming
Flaghouse Inc July 2012 - Present
Flaghouse Inc 2012 - 2013
Investor Alarm, Inc January 2008 - January 2012
CitiCapital, Inc., /Citicorp Vendor Finance January 2004 - January 2007
UBS PaineWebber January 1995 - January 2002
Skills
Account Management, Active Directory, Budgets, Computer Hardware, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Software Documentation, System Administration, Technical Support, Troubleshooting, Windows, Windows 7, Windows Server
Education
DeVry University
Bachelors, Applied Science; Network & Communications Management
CHUBB Institute
Certificate, Mainframe Programming
Diane Ireland's UBS PaineWebber Experience May 2000 - January 2002
Job Market Research Consultant (parttime) at Thomase Edison State College
Industry Management Consulting
Experience
Thomase Edison State College April 2013 - Present
Rutgers - The Network for Family Life Education September 2012 - October 2012
Rutgers Univ January 2011 - October 2011
Rutgers Univ- The Network for Family Life Education December 2002 - February 2006
Digial Grit January 2002 - March 2005
UBS PaineWebber May 2000 - January 2002
Internet StartUp- Desktop News Corp. September 1999 - May 2000
Strategic Marketign Manager/ Senior Consultant March 1993 - September 1999
Skills
Non-profits, Microsoft Office, Public Speaking, Event Planning, Fundraising, Social Media, Strategic Planning, Research, Microsoft Excel, Public Relations, Customer Service
Education
Rutgers Graduate School of Management 1996 — 1999
Master of Business Administration (MBA), Marketing
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
B.A., Statistics/ Mathematics
Thomase Edison State College April 2013 - Present
Rutgers - The Network for Family Life Education September 2012 - October 2012
Rutgers Univ January 2011 - October 2011
Rutgers Univ- The Network for Family Life Education December 2002 - February 2006
Digial Grit January 2002 - March 2005
UBS PaineWebber May 2000 - January 2002
Internet StartUp- Desktop News Corp. September 1999 - May 2000
Strategic Marketign Manager/ Senior Consultant March 1993 - September 1999
Skills
Non-profits, Microsoft Office, Public Speaking, Event Planning, Fundraising, Social Media, Strategic Planning, Research, Microsoft Excel, Public Relations, Customer Service
Education
Rutgers Graduate School of Management 1996 — 1999
Master of Business Administration (MBA), Marketing
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
B.A., Statistics/ Mathematics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS