UBS Securities Co., Ltd
Industry: Bank
DescriptionUBS Securities Co., Ltd. is a Chinese investment bank and brokerage firm that affiliated to Swiss investment bank UBS, which was the second largest shareholder for 24.99% stake. Headquarters: Beijing, China Revenue: 1.232 billion CNY (2015) Founded: 2006 Net income: 301 million CNY (2015) Predecessor: Beijing Securities Total assets: 3.731 billion CNY (2015)
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UBS Securities Co., Ltd Employees
Employee
Years
Job
Industry
Muqing (Ivy) Yang Muqing (Ivy) Yang's UBS Securities Co., Ltd Experience July 2009 - August 2009
Job student at Carnegie Mellon University's Heinz College
Industry Information Technology and Services
Experience
PricewaterhouseCoopers May 2014 - July 2014
IBM January 2012 - March 2012
UBS Securities Co., Ltd July 2009 - August 2009
Skills
Java, R, Data Analysis, Hadoop, SQL, SAS, Testing, Research, Public Speaking, HTML, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel
Education
Carnegie Mellon University 2013 — 2015
Master of Science (MSc), Management Information Systems, General
Beijing University of Post and Telecommunications 2009 — 2013
Bachelor of Management, E-Commerce/Electronic Commerce, Rank 25%, Overall GPA 3.19
Queen Mary, U. of London 2009 — 2013
Bachelor of Science (BSc), E-Commerce/Electronic Commerce
PricewaterhouseCoopers May 2014 - July 2014
IBM January 2012 - March 2012
UBS Securities Co., Ltd July 2009 - August 2009
Skills
Java, R, Data Analysis, Hadoop, SQL, SAS, Testing, Research, Public Speaking, HTML, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel
Education
Carnegie Mellon University 2013 — 2015
Master of Science (MSc), Management Information Systems, General
Beijing University of Post and Telecommunications 2009 — 2013
Bachelor of Management, E-Commerce/Electronic Commerce, Rank 25%, Overall GPA 3.19
Queen Mary, U. of London 2009 — 2013
Bachelor of Science (BSc), E-Commerce/Electronic Commerce
Robert Flood Robert Flood's UBS Securities Co., Ltd Experience June 1986 - May 2000
Job Managing Director SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey January 2012 - Present
RBS Global Banking & Markets September 2004 - January 2012
JPMorgan Chase May 2000 - September 2004
UBS Securities Co., Ltd June 1986 - May 2000
Skills
Investment Banking, Fixed Income, Credit Derivatives, Equities, Structured Finance
Education
Franklin & Marshall College 1982 — 1986
BS, Business Management
SunTrust Robinson Humphrey January 2012 - Present
RBS Global Banking & Markets September 2004 - January 2012
JPMorgan Chase May 2000 - September 2004
UBS Securities Co., Ltd June 1986 - May 2000
Skills
Investment Banking, Fixed Income, Credit Derivatives, Equities, Structured Finance
Education
Franklin & Marshall College 1982 — 1986
BS, Business Management
Steven Yijing Tao Steven Yijing Tao's UBS Securities Co., Ltd Experience July 2012 - July 2012
Job Analyst of Brentwood Capital Advisors
Industry Financial Services
Experience
Brentwood Capital Advisors July 2014 - Present
Silicon Valley Bank June 2013 - August 2013
UBS Securities Co., Ltd July 2012 - July 2012
Citi December 2011 - January 2012
Deloitte Consulting June 2011 - August 2011
University of Virginia February 2011 - April 2011
Skills
Mandarin, Financial Modeling, Financial Analysis, Research, Valuation
Education
McIntire School of Commerce 2012 — 2014
Bachelor’s Degree, Accounting and Finance
University of Virginia 2010 — 2014
Bachelor of Science (B.S.), Commerce, Mathematics
Brentwood Capital Advisors July 2014 - Present
Silicon Valley Bank June 2013 - August 2013
UBS Securities Co., Ltd July 2012 - July 2012
Citi December 2011 - January 2012
Deloitte Consulting June 2011 - August 2011
University of Virginia February 2011 - April 2011
Skills
Mandarin, Financial Modeling, Financial Analysis, Research, Valuation
Education
McIntire School of Commerce 2012 — 2014
Bachelor’s Degree, Accounting and Finance
University of Virginia 2010 — 2014
Bachelor of Science (B.S.), Commerce, Mathematics
Michael Weir's UBS Securities Co., Ltd Experience December 2011 - July 2014
Job Director at Deutsche Bank
Industry Banking
Experience
Deutsche Bank July 2014 - Present
UBS Securities Co., Ltd December 2011 - July 2014
Citadel LLC December 2009 - October 2011
Morgan Stanley June 2002 - December 2009
Goldman Sachs June 1998 - May 2002
Skills
Credit Trading, Leveraged Finance, Loans, High Yield, High Yield Bonds, Credit Derivatives, Leveraged Lending, Distressed Debt, Debt Restructuring, Credit Analysis, Bonds, Capital Markets, Fixed Income, Hedge Funds, Structured Finance, Trading
Education
Boston College 1994 — 1998
Bachelor of Science (B.S.), Finance, General
Deutsche Bank July 2014 - Present
UBS Securities Co., Ltd December 2011 - July 2014
Citadel LLC December 2009 - October 2011
Morgan Stanley June 2002 - December 2009
Goldman Sachs June 1998 - May 2002
Skills
Credit Trading, Leveraged Finance, Loans, High Yield, High Yield Bonds, Credit Derivatives, Leveraged Lending, Distressed Debt, Debt Restructuring, Credit Analysis, Bonds, Capital Markets, Fixed Income, Hedge Funds, Structured Finance, Trading
Education
Boston College 1994 — 1998
Bachelor of Science (B.S.), Finance, General
KAILI LIU KAILI LIU's UBS Securities Co., Ltd Experience July 2010 - July 2010
Job Graduate Student at University of Southern California
Industry Architecture & Planning
Experience
Los Angeles County Economic Development Corporation March 2013 - Present
University of Southern California August 2012 - Present
Shanghai Urban Planning and Design Research Institute May 2012 - July 2012
UBS Securities Co., Ltd July 2010 - July 2010
Alcatel-Lucent June 2010 - June 2010
China Mobile January 2010 - January 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, Illustrator, Public Speaking, Teamwork, Windows, GIS, Stata, R, SAS, Statistics
Education
University of Southern California 2012 — 2014
Master of Planning, Urban Planning
Miami University 2008 — 2012
Bachelor of Arts (B.A.), Economics, Urban Planning
Los Angeles County Economic Development Corporation March 2013 - Present
University of Southern California August 2012 - Present
Shanghai Urban Planning and Design Research Institute May 2012 - July 2012
UBS Securities Co., Ltd July 2010 - July 2010
Alcatel-Lucent June 2010 - June 2010
China Mobile January 2010 - January 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, Illustrator, Public Speaking, Teamwork, Windows, GIS, Stata, R, SAS, Statistics
Education
University of Southern California 2012 — 2014
Master of Planning, Urban Planning
Miami University 2008 — 2012
Bachelor of Arts (B.A.), Economics, Urban Planning
Huan He, FRM Huan He, FRM's UBS Securities Co., Ltd Experience March 2008 - July 2010
Job Works at Bank of America Merrill Lynch
Industry Financial Services
Experience
UBS Securities Co., Ltd March 2008 - July 2010
Skills
Quantitative Finance, R, Excel, C++, Derivatives, Probability, Macroeconomics, Credit Derivatives, Statistics, Asset Pricing, Fixed Income, Options, Stochastic Calculus, Monte Carlo Simulation, Economics, Pricing, Valuation, Microsoft Excel, Financial Modeling
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2012
Master
Fudan University 2005 — 2008
Master
Chongqing University 2001 — 2005
Bachelor
UBS Securities Co., Ltd March 2008 - July 2010
Skills
Quantitative Finance, R, Excel, C++, Derivatives, Probability, Macroeconomics, Credit Derivatives, Statistics, Asset Pricing, Fixed Income, Options, Stochastic Calculus, Monte Carlo Simulation, Economics, Pricing, Valuation, Microsoft Excel, Financial Modeling
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2012
Master
Fudan University 2005 — 2008
Master
Chongqing University 2001 — 2005
Bachelor
Victoria Yang, CMA Victoria Yang, CMA's UBS Securities Co., Ltd Experience April 2011 - January 2012
Job
Industry Banking
Experience
Deutsche Bank PBC S.A. February 2012 - May 2013
UBS Securities Co., Ltd April 2011 - January 2012
LehmanBrown International April 2008 - April 2011
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, English, Financial Analysis, Analytics, Financial Risk, Corporate Finance, Banking, Risk Management, Bloomberg, Business Analysis, Finance, Management Consulting, Capital Markets, Project Management, Financial Modeling, Analysis, Strategy
Education
University of Illinois at Chicago 2013 — 2014
Master of Business Administration (MBA), Finance, General
Renmin University of China 2008 — 2012
Master's degree, Business Management
Beijing University of Technology 1998 — 2002
Bachelor of Applied Science (BASc), Applied Mathematics
Deutsche Bank PBC S.A. February 2012 - May 2013
UBS Securities Co., Ltd April 2011 - January 2012
LehmanBrown International April 2008 - April 2011
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, English, Financial Analysis, Analytics, Financial Risk, Corporate Finance, Banking, Risk Management, Bloomberg, Business Analysis, Finance, Management Consulting, Capital Markets, Project Management, Financial Modeling, Analysis, Strategy
Education
University of Illinois at Chicago 2013 — 2014
Master of Business Administration (MBA), Finance, General
Renmin University of China 2008 — 2012
Master's degree, Business Management
Beijing University of Technology 1998 — 2002
Bachelor of Applied Science (BASc), Applied Mathematics
Xiaolin(Olivia) Hu Xiaolin(Olivia) Hu's UBS Securities Co., Ltd Experience July 2012 - August 2012
Job Student at Pepperdine University
Industry Banking
Experience
UBS Securities Co., Ltd July 2012 - August 2012
Goldman Sachs July 2012 - July 2012
Kunlun Trust Co., Limited July 2011 - August 2011
Skills
Investment Banking, Corporate Finance, Business Analysis, Microsoft Office, Presentations, Teaching English as a..., Photoshop, Microsoft Word, Research, Teamwork, PowerPoint, Microsoft Excel, Customer Service, Social Media, Public Speaking, Investments, Leadership, Finance, Valuation
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2013 — 2014
Master of Science (MS), Applied Finance
University of International Business and Economics 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration
UBS Securities Co., Ltd July 2012 - August 2012
Goldman Sachs July 2012 - July 2012
Kunlun Trust Co., Limited July 2011 - August 2011
Skills
Investment Banking, Corporate Finance, Business Analysis, Microsoft Office, Presentations, Teaching English as a..., Photoshop, Microsoft Word, Research, Teamwork, PowerPoint, Microsoft Excel, Customer Service, Social Media, Public Speaking, Investments, Leadership, Finance, Valuation
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2013 — 2014
Master of Science (MS), Applied Finance
University of International Business and Economics 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration
Yeon Sik (Eric) Cho Yeon Sik (Eric) Cho's UBS Securities Co., Ltd Experience June 2010 - August 2010
Job PhD Student at UCLA Anderson
Industry Management Consulting
Experience
UCLA Anderson School of Management September 2012 - Present
Citi June 2011 - July 2011
UBS Securities Co., Ltd June 2010 - August 2010
Skills
Data Analysis, Stata, Financial Modeling, Statistics, R, Research, Qualitative Research, Econometrics, Valuation, Quantitative Analytics, Matlab, Market Research, Economics
Education
UCLA Anderson School of Management 2012 — 2017
Finance, General, Doctor of Philosophy (PhD)
Cornell University 2008 — 2012
Economics and Mathematics, Bachelor of Arts (BA)
Phillips Exeter Academy 2008 — 2012
UCLA Anderson School of Management September 2012 - Present
Citi June 2011 - July 2011
UBS Securities Co., Ltd June 2010 - August 2010
Skills
Data Analysis, Stata, Financial Modeling, Statistics, R, Research, Qualitative Research, Econometrics, Valuation, Quantitative Analytics, Matlab, Market Research, Economics
Education
UCLA Anderson School of Management 2012 — 2017
Finance, General, Doctor of Philosophy (PhD)
Cornell University 2008 — 2012
Economics and Mathematics, Bachelor of Arts (BA)
Phillips Exeter Academy 2008 — 2012
June J. Chang's UBS Securities Co., Ltd Experience July 2015 - September 2015
Job Intern at UBS Securities
Industry Higher Education
Experience
UBS Securities Co., Ltd July 2015 - September 2015
United Nations Interim Force in Lebanon August 2014 - April 2015
International Federation of American Football (IFAF) August 2010 - August 2014
Delta Kappa Epsilon International Fraternity 2011 - 2014
The Bank of Korea June 2013 - August 2013
Korea Fair Trade Commission July 2012 - August 2012
Skills
Piano, Spanish, Japanese, Music, R, Soccer, Microsoft Excel, Chinese, Social Media, Microsoft Office, PowerPoint, Matlab
Education
Princeton University 2011 — 2015
ORFE, BSE
Seoul National University 2011 — 2011
College of Liberal Studies
Torrey Pines High School 2007 — 2008
Hankuk Academy of Foreign Studies
UBS Securities Co., Ltd July 2015 - September 2015
United Nations Interim Force in Lebanon August 2014 - April 2015
International Federation of American Football (IFAF) August 2010 - August 2014
Delta Kappa Epsilon International Fraternity 2011 - 2014
The Bank of Korea June 2013 - August 2013
Korea Fair Trade Commission July 2012 - August 2012
Skills
Piano, Spanish, Japanese, Music, R, Soccer, Microsoft Excel, Chinese, Social Media, Microsoft Office, PowerPoint, Matlab
Education
Princeton University 2011 — 2015
ORFE, BSE
Seoul National University 2011 — 2011
College of Liberal Studies
Torrey Pines High School 2007 — 2008
Hankuk Academy of Foreign Studies
Katrina Wang's UBS Securities Co., Ltd Experience May 2012 - July 2012
Job Student at Boston University School of Management
Industry Accounting
Matthew Rubertone Matthew Rubertone's UBS Securities Co., Ltd Experience December 2013 - Present
Job Investment Associate at UBS Securities Co., Ltd
Industry Financial Services
Experience
UBS Securities Co., Ltd December 2013 - Present
Skills
Microsoft Office, Customer Service, Microsoft Excel, Leadership, Microsoft Word, Strategic Planning, PowerPoint, Project Management, Sales, Relationship Management
Education
Fairfield University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
UBS Securities Co., Ltd December 2013 - Present
Skills
Microsoft Office, Customer Service, Microsoft Excel, Leadership, Microsoft Word, Strategic Planning, PowerPoint, Project Management, Sales, Relationship Management
Education
Fairfield University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Joseph Natiello Joseph Natiello's UBS Securities Co., Ltd Experience June 2004 - February 2006
Job Portfolio Manager at MTwo Investments
Industry Investment Management
Experience
M-Two Investments January 2013 - Present
Ramius Capital March 2006 - September 2012
UBS Securities Co., Ltd June 2004 - February 2006
Mizuho Securities USA Inc. October 1998 - October 2003
Nationsbanc Securities Inc. July 1993 - June 1998
Chemical Bank October 1985 - July 1993
Federal Reserve Bank of New York 1980 - 1985
Skills
U.S. liquid rates..., U.S. Treasuries, Global Macro trend..., Economic Forecasting, Risk Management, Financial futures and..., Fundamental and..., Fixed Income, Volatility Arbitrage, Proprietary Trading, Commodity Markets, Currency Futures, Equity Trading, Series 7 and Series 63, Trading, Options, Securities, Volatility, Global Macro, Investments, Hedge Funds, Swaps, Equities, Bloomberg, Bonds, Portfolio Management
Education
New York University, Stern School of Business 1981 — 1986
MBA, Finance, General, 3.8/4.0
Lafayette College
AB, Economics and Business
M-Two Investments January 2013 - Present
Ramius Capital March 2006 - September 2012
UBS Securities Co., Ltd June 2004 - February 2006
Mizuho Securities USA Inc. October 1998 - October 2003
Nationsbanc Securities Inc. July 1993 - June 1998
Chemical Bank October 1985 - July 1993
Federal Reserve Bank of New York 1980 - 1985
Skills
U.S. liquid rates..., U.S. Treasuries, Global Macro trend..., Economic Forecasting, Risk Management, Financial futures and..., Fundamental and..., Fixed Income, Volatility Arbitrage, Proprietary Trading, Commodity Markets, Currency Futures, Equity Trading, Series 7 and Series 63, Trading, Options, Securities, Volatility, Global Macro, Investments, Hedge Funds, Swaps, Equities, Bloomberg, Bonds, Portfolio Management
Education
New York University, Stern School of Business 1981 — 1986
MBA, Finance, General, 3.8/4.0
Lafayette College
AB, Economics and Business
Peiheng (Anthony) Xu Peiheng (Anthony) Xu's UBS Securities Co., Ltd Experience January 2011 - July 2013
Job MBA Candidate at UNC KenanFlagler
Industry Investment Management
Experience
AARP June 2015 - August 2015
Shanghai Guoyu Asset Management August 2013 - May 2014
UBS Securities Co., Ltd January 2011 - July 2013
Microsoft May 2009 - November 2010
Inforsense Ltd November 2007 - December 2008
Business Objects November 2005 - May 2007
Skills
Due Diligence, Valuation, Financial Modeling, Equity Research, Bloomberg, Capital Markets, Emerging Markets, Private Equity, Asset Management
Education
University of North Carolina at Chapel Hill 2014 — 2016
Master of Business Administration (M.B.A.), Capital Market and Investment
Shanghai Normal University 2001 — 2005
Bachelor's Degree, Electrical and Electronics Engineering
AARP June 2015 - August 2015
Shanghai Guoyu Asset Management August 2013 - May 2014
UBS Securities Co., Ltd January 2011 - July 2013
Microsoft May 2009 - November 2010
Inforsense Ltd November 2007 - December 2008
Business Objects November 2005 - May 2007
Skills
Due Diligence, Valuation, Financial Modeling, Equity Research, Bloomberg, Capital Markets, Emerging Markets, Private Equity, Asset Management
Education
University of North Carolina at Chapel Hill 2014 — 2016
Master of Business Administration (M.B.A.), Capital Market and Investment
Shanghai Normal University 2001 — 2005
Bachelor's Degree, Electrical and Electronics Engineering
Daniel Shepard Daniel Shepard's UBS Securities Co., Ltd Experience 1989 - 1991
Job NVM & IP Technologist at HGST, a Western Digital company
Industry Semiconductors
Experience
HGST, a Western Digital company May 2015 - Present
Contour Semiconductor 2001 - May 2015
Glimpse Waters, Inc. 1997 - 2013
Wellington Management 1997 - 1998
Fidelity Investments 1995 - 1997
Great Bay Securities 1992 - 1995
Timberhill Inc. 1991 - 1992
UBS Securities Co., Ltd 1989 - 1991
Lehman Brothers 1988 - 1989
First Boston Asset Management 1987 - 1988
Skills
Analog, Semiconductors, R&D, Engineering, Software Development, Patent preparation, Patent Drafting, Patents, Invention, Inventor, Microfabrication, Mergers & Acquisitions, Venture Capital, MEMS, Embedded Software
Education
Yale University 1998 — 2002
M.S., Electrical and Electronics Engineering
MIT Sloan School of Management 1980 — 1982
M.S.M., Technology Management
Yale College 1976 — 1980
B.S., Engineering & Applied Science and Operations Research
HGST, a Western Digital company May 2015 - Present
Contour Semiconductor 2001 - May 2015
Glimpse Waters, Inc. 1997 - 2013
Wellington Management 1997 - 1998
Fidelity Investments 1995 - 1997
Great Bay Securities 1992 - 1995
Timberhill Inc. 1991 - 1992
UBS Securities Co., Ltd 1989 - 1991
Lehman Brothers 1988 - 1989
First Boston Asset Management 1987 - 1988
Skills
Analog, Semiconductors, R&D, Engineering, Software Development, Patent preparation, Patent Drafting, Patents, Invention, Inventor, Microfabrication, Mergers & Acquisitions, Venture Capital, MEMS, Embedded Software
Education
Yale University 1998 — 2002
M.S., Electrical and Electronics Engineering
MIT Sloan School of Management 1980 — 1982
M.S.M., Technology Management
Yale College 1976 — 1980
B.S., Engineering & Applied Science and Operations Research
Bruce Crane Bruce Crane's UBS Securities Co., Ltd Experience April 2007 - December 2011
Job Managing Director at Borealis Infrastructure
Industry Investment Management
Experience
Borealis Infrastructure January 2012 - Present
UBS Securities Co., Ltd April 2007 - December 2011
Morgan Stanley March 2004 - March 2007
Foster Wheeler July 1996 - July 2000
Skills
Private Equity, Investment Banking, Financial Structuring, Capital Markets, Asset Management, Energy, Infrastructure, Energy Industry, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Project Finance, Mergers, Fixed Income, Asset Managment
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
Lehigh University 1996 — 2000
BS, Civil Engineering
Groton School 1986 — 1991
Borealis Infrastructure January 2012 - Present
UBS Securities Co., Ltd April 2007 - December 2011
Morgan Stanley March 2004 - March 2007
Foster Wheeler July 1996 - July 2000
Skills
Private Equity, Investment Banking, Financial Structuring, Capital Markets, Asset Management, Energy, Infrastructure, Energy Industry, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Project Finance, Mergers, Fixed Income, Asset Managment
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
Lehigh University 1996 — 2000
BS, Civil Engineering
Groton School 1986 — 1991
Eli Hamid Eli Hamid's UBS Securities Co., Ltd Experience October 2001 - December 2012
Job Business Manager, Capital Markets
Industry Financial Services
Experience
CIBC October 2014 - Present
Barclays Investment Bank March 2013 - October 2014
UBS Securities Co., Ltd October 2001 - December 2012
NexusGroup January 1999 - July 2001
McKinsey Consulting January 1997 - January 1999
Citibank January 1996 - January 1997
Skills
Process Engineering, Fixed Income, Strategic Planning, Excel, Business Strategy, Structured Products, Options, Risk Management, Project Management, Hedge Funds, Emerging Markets, Microsoft Excel, Business Analysis, Capital Markets, Derivatives, FX Options, Trading Systems, Trading, Equities, Financial Modeling, Investment Banking, Swaps, Bloomberg, Financial Markets
Education
United States Marine Corp 1991 — 1999
Honorable Discharge
Hobart and William Smith Colleges
B.A., Economics
CIBC October 2014 - Present
Barclays Investment Bank March 2013 - October 2014
UBS Securities Co., Ltd October 2001 - December 2012
NexusGroup January 1999 - July 2001
McKinsey Consulting January 1997 - January 1999
Citibank January 1996 - January 1997
Skills
Process Engineering, Fixed Income, Strategic Planning, Excel, Business Strategy, Structured Products, Options, Risk Management, Project Management, Hedge Funds, Emerging Markets, Microsoft Excel, Business Analysis, Capital Markets, Derivatives, FX Options, Trading Systems, Trading, Equities, Financial Modeling, Investment Banking, Swaps, Bloomberg, Financial Markets
Education
United States Marine Corp 1991 — 1999
Honorable Discharge
Hobart and William Smith Colleges
B.A., Economics
Yi Cheng's UBS Securities Co., Ltd Experience May 2015 - Present
Job Equity Research Associate at Brean Capital, LLC; Passed the CFA level III exam
Industry Financial Services
Experience
UBS Securities Co., Ltd May 2015 - Present
Brean Capital, LLC October 2012 - May 2015
Brean Capital, LLC June 2012 - August 2012
Accenture March 2011 - May 2011
Deutsche Bank June 2010 - August 2010
China Merchants Bank January 2010 - February 2010
Skills
Valuation, DCF, Risk Management, Equity Research, Bloomberg, SAS, Python, MS Office Suite, Teamwork, Microsoft Office, Financial Analysis, Equity Capital Markets, Financial Modeling
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2011 — 2012
MS Finance, Finance, 3.9
Peking University - Guanghua School of Management 2007 — 2011
Bachelor of Economics, Finance, 3.6
Texas A&M University - Mays Business School 2009 — 2009
Exchange Student, Finance, 4.0
UBS Securities Co., Ltd May 2015 - Present
Brean Capital, LLC October 2012 - May 2015
Brean Capital, LLC June 2012 - August 2012
Accenture March 2011 - May 2011
Deutsche Bank June 2010 - August 2010
China Merchants Bank January 2010 - February 2010
Skills
Valuation, DCF, Risk Management, Equity Research, Bloomberg, SAS, Python, MS Office Suite, Teamwork, Microsoft Office, Financial Analysis, Equity Capital Markets, Financial Modeling
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2011 — 2012
MS Finance, Finance, 3.9
Peking University - Guanghua School of Management 2007 — 2011
Bachelor of Economics, Finance, 3.6
Texas A&M University - Mays Business School 2009 — 2009
Exchange Student, Finance, 4.0
Brooks Steele Brooks Steele's UBS Securities Co., Ltd Experience June 2013 - August 2013
Job Student at The University of Texas at Austin
Industry Financial Services
Experience
UBS Securities Co., Ltd June 2013 - August 2013
UBS Investment Bank May 2012 - July 2012
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services
UBS Securities Co., Ltd June 2013 - August 2013
UBS Investment Bank May 2012 - July 2012
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Brian Wallace, P.E. Brian Wallace, P.E.'s UBS Securities Co., Ltd Experience October 2009 - August 2011
Job Director at ABN AMRO Bank N.V.
Industry Banking
Experience
ABN AMRO October 2011 - Present
UBS Securities Co., Ltd October 2009 - August 2011
Fortis Capital January 2001 - September 2009
BancTexas 1983 - 1989
Skills
Investment Banking, Structured Finance, Natural Gas, Valuation, Gas, Portfolio Management, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Financial Modeling, Capital Markets, Due Diligence, Credit Analysis, Energy, Financial Structuring, Energy Industry, Risk Management, Commercial Banking
Education
Marietta College 1975 — 1979
Bachelor of Science (BS), Petroleum Engineering
ABN AMRO October 2011 - Present
UBS Securities Co., Ltd October 2009 - August 2011
Fortis Capital January 2001 - September 2009
BancTexas 1983 - 1989
Skills
Investment Banking, Structured Finance, Natural Gas, Valuation, Gas, Portfolio Management, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Financial Modeling, Capital Markets, Due Diligence, Credit Analysis, Energy, Financial Structuring, Energy Industry, Risk Management, Commercial Banking
Education
Marietta College 1975 — 1979
Bachelor of Science (BS), Petroleum Engineering
Danielle Leccese Danielle Leccese's UBS Securities Co., Ltd Experience October 2010 - March 2015
Job Office Manager & Executive Assistant at Grace Beauty LLC
Industry Apparel & Fashion
Experience
Grace Beauty LLC March 2015 - Present
UBS Securities Co., Ltd October 2010 - March 2015
UBS Investment Bank October 2010 - March 2015
Bear Stearns 2007 - 2008
Skills
Microsoft Office, Outlook, Microsoft Excel, Administrative..., Microsoft Word, Asset Managment, Lotus Notes, Hedge Funds, PowerPoint, Office Management, Asset Management, Spreadsheets, Office Administration, Concur, Calendaring, Invoicing, PeopleSoft, Adobe Acrobat, Administrative..., Event Planning, Customer Service, Management, Social Media, Executive...
Education
Ramapo College of New Jersey 1999 — 2003
Theater & Communications, TV/Video Production
Grace Beauty LLC March 2015 - Present
UBS Securities Co., Ltd October 2010 - March 2015
UBS Investment Bank October 2010 - March 2015
Bear Stearns 2007 - 2008
Skills
Microsoft Office, Outlook, Microsoft Excel, Administrative..., Microsoft Word, Asset Managment, Lotus Notes, Hedge Funds, PowerPoint, Office Management, Asset Management, Spreadsheets, Office Administration, Concur, Calendaring, Invoicing, PeopleSoft, Adobe Acrobat, Administrative..., Event Planning, Customer Service, Management, Social Media, Executive...
Education
Ramapo College of New Jersey 1999 — 2003
Theater & Communications, TV/Video Production
Ru Sheng Ru Sheng's UBS Securities Co., Ltd Experience March 2001 - July 2003
Job Quantitative equity researcher
Industry Investment Management
Experience
University of Connecticut August 2010 - Present
Marquette University September 2009 - May 2010
UBS Securities Co., Ltd March 2001 - July 2003
Skills
Fixed Income, Equities, Matlab, R, Quantitative Analytics, Quantitative Finance, Portfolio Management, Hedge Funds, Alternative Investments, Time Series Analysis, Risk Management, Stata, Monte Carlo Simulation, Data Analysis, Python, Machine Learning, Asset Allocation, Statistical Arbitrage, SPSS, Minitab, Strategic Planning, Hypothesis Testing, Long/Short Equity, Microsoft Excel, PowerPoint, Equity Derivatives, Interest Rate..., Statistical Sampling, Bloomberg Terminal, ThomsonOne, Stochastic Calculus, Multi factor Models, Bayesian inference, Hidden Markov Models, VAR, CDS, MBS, Market risk, Stochastic Volatility, Stress Test, Signal Processing, Quantitative Equity..., Quantitative Equity..., Emerging Markets, Structured Products, stochastic filtering, Noisy data analysis
Education
The University of Connecticut School of Business 2010 — 2015
Doctor of Philosophy (Ph.D.), Empirical validation, financial asset pricing models, and the pricing of derivative securities, 3.9/4.0
Marquette University 2003 — 2009
Doctor of Philosophy (Ph.D.), Multiple testing problems, bayesian decision theory, and small-sample analysis, 4.0/4.0
Beijing Normal University
Bachelor’s Degree, Mathematics and Statistics
University of Connecticut August 2010 - Present
Marquette University September 2009 - May 2010
UBS Securities Co., Ltd March 2001 - July 2003
Skills
Fixed Income, Equities, Matlab, R, Quantitative Analytics, Quantitative Finance, Portfolio Management, Hedge Funds, Alternative Investments, Time Series Analysis, Risk Management, Stata, Monte Carlo Simulation, Data Analysis, Python, Machine Learning, Asset Allocation, Statistical Arbitrage, SPSS, Minitab, Strategic Planning, Hypothesis Testing, Long/Short Equity, Microsoft Excel, PowerPoint, Equity Derivatives, Interest Rate..., Statistical Sampling, Bloomberg Terminal, ThomsonOne, Stochastic Calculus, Multi factor Models, Bayesian inference, Hidden Markov Models, VAR, CDS, MBS, Market risk, Stochastic Volatility, Stress Test, Signal Processing, Quantitative Equity..., Quantitative Equity..., Emerging Markets, Structured Products, stochastic filtering, Noisy data analysis
Education
The University of Connecticut School of Business 2010 — 2015
Doctor of Philosophy (Ph.D.), Empirical validation, financial asset pricing models, and the pricing of derivative securities, 3.9/4.0
Marquette University 2003 — 2009
Doctor of Philosophy (Ph.D.), Multiple testing problems, bayesian decision theory, and small-sample analysis, 4.0/4.0
Beijing Normal University
Bachelor’s Degree, Mathematics and Statistics
Chenyu Song Chenyu Song's UBS Securities Co., Ltd Experience May 2013 - August 2013
Job Master of Science in Computational Finance, Tepper School of Business at Carnegie Mellon
Industry Financial Services
Experience
ITG June 2015 - August 2015
UBS Securities Co., Ltd May 2013 - August 2013
China Securities Co., Ltd. December 2012 - January 2013
Skills
C++, R, Matlab, KDB, VBA, Microsoft Excel, PowerPoint, Data Analysis, Financial Modeling, Bloomberg, Statistics, Quantitative Finance, Derivatives
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2016
Master of Science (MS), Computational Finance
University of California, Berkeley 2012 — 2014
Bachelor of Arts (B.A.), Mathematics and Statistics
ITG June 2015 - August 2015
UBS Securities Co., Ltd May 2013 - August 2013
China Securities Co., Ltd. December 2012 - January 2013
Skills
C++, R, Matlab, KDB, VBA, Microsoft Excel, PowerPoint, Data Analysis, Financial Modeling, Bloomberg, Statistics, Quantitative Finance, Derivatives
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2016
Master of Science (MS), Computational Finance
University of California, Berkeley 2012 — 2014
Bachelor of Arts (B.A.), Mathematics and Statistics
Krystal Leija's UBS Securities Co., Ltd Experience September 2005 - April 2011
Job Executive Assistant at Citi
Industry Financial Services
Experience
Citi April 2011 - Present
UBS Securities Co., Ltd September 2005 - April 2011
Education
University of Houston-Downtown 2004 — 2010
Bachelor of Science (BS), Psychology
Citi April 2011 - Present
UBS Securities Co., Ltd September 2005 - April 2011
Education
University of Houston-Downtown 2004 — 2010
Bachelor of Science (BS), Psychology
Yoichi Suhama Yoichi Suhama's UBS Securities Co., Ltd Experience June 2008 - August 2008
Job Senior Associate at Taiyo Pacific Partners
Industry Investment Management
Experience
Taiyo Pacific Partners November 2012 - Present
Taiyo Pacific Partners June 2009 - October 2012
The Boston Consulting Group August 2008 - September 2008
UBS Securities Co., Ltd June 2008 - August 2008
NTT Comware April 2000 - May 2007
Skills
Investment Management, Security Analysis, Portfolio Management, Equity Research, Equity Valuation, DCF, Asset Allocation, Marketing Strategy, Due Diligence, Financial Modeling, Financial Analysis, Valuation, Competitive Analysis
Education
Duke University - The Fuqua School of Business 2007 — 2009
Master of Business Administration, Finance and Accounting dual concentration
Waseda University 1996 — 2000
Bachelor of engineering, Computer Science
Taiyo Pacific Partners November 2012 - Present
Taiyo Pacific Partners June 2009 - October 2012
The Boston Consulting Group August 2008 - September 2008
UBS Securities Co., Ltd June 2008 - August 2008
NTT Comware April 2000 - May 2007
Skills
Investment Management, Security Analysis, Portfolio Management, Equity Research, Equity Valuation, DCF, Asset Allocation, Marketing Strategy, Due Diligence, Financial Modeling, Financial Analysis, Valuation, Competitive Analysis
Education
Duke University - The Fuqua School of Business 2007 — 2009
Master of Business Administration, Finance and Accounting dual concentration
Waseda University 1996 — 2000
Bachelor of engineering, Computer Science
Tiffany Zhou Tiffany Zhou's UBS Securities Co., Ltd Experience June 2011 - July 2011
Job Actuarial intern at China Life Insurance Co.Ltd
Industry Financial Services
Experience
ICBC Credit Suisse Asset Management July 2011 - September 2011
UBS Securities Co., Ltd June 2011 - July 2011
China Life Insurance Co.Ltd November 2009 - December 2009
Skills
•Passed Exams of SOA..., •CFA Level 2 Candidate, •Computer skills:...
Education
University of Michigan 2010 — 2012
Master, Financial Engineering, 3.8
Central University of Finance and Economics 2006 — 2010
Actuarial Science, 3.6
ICBC Credit Suisse Asset Management July 2011 - September 2011
UBS Securities Co., Ltd June 2011 - July 2011
China Life Insurance Co.Ltd November 2009 - December 2009
Skills
•Passed Exams of SOA..., •CFA Level 2 Candidate, •Computer skills:...
Education
University of Michigan 2010 — 2012
Master, Financial Engineering, 3.8
Central University of Finance and Economics 2006 — 2010
Actuarial Science, 3.6
Robert (Bert) Hazlett Robert (Bert) Hazlett's UBS Securities Co., Ltd Experience 1997 - 1998
Job Managing Director at Ladenburg Thalmann
Industry Investment Banking
Experience
Ladenburg Thalmann May 2014 - Present
Roth Capital Partners April 2012 - April 2014
RCH Ventures LLC June 2011 - April 2012
BMO Capital Markets May 2006 - June 2011
SunTrust Robinson Humphrey July 2002 - May 2006
Robertson Stephens 2000 - 2002
Lehman Brothers May 1995 - March 2000
UBS Securities Co., Ltd 1997 - 1998
Skills
Financial Modeling, Capital Markets, Banking, Corporate Development, Equities, Private Equity, Pharmaceuticals, Healthcare, Valuation, Mergers, Due Diligence, Equity Research, Asset Management, Financial Analysis, Portfolio Management, Corporate Finance, Bloomberg, Emerging Markets, Business Strategy, Equity Valuation, Business Planning, Investments, Fixed Income, Investment Banking, Management Consulting, Market Research, Debt, Investor Relations, Research, Trading, Financial Markets, Industry Analysis, Series 7, Competitive Analysis, Credit, Biotechnology, Forecasting, Business Valuation, Fundraising, Private Placements, Hedge Funds, LBO, Pharmaceutical Industry, Mergers & Acquisitions, Venture Capital
Education
Columbia University - Columbia Business School 1994 — 1995
Master of Business Administration (M.B.A.), Finance, Dean's Honor List
Yale University 1983 — 1987
BA, Economics (History)
Ladenburg Thalmann May 2014 - Present
Roth Capital Partners April 2012 - April 2014
RCH Ventures LLC June 2011 - April 2012
BMO Capital Markets May 2006 - June 2011
SunTrust Robinson Humphrey July 2002 - May 2006
Robertson Stephens 2000 - 2002
Lehman Brothers May 1995 - March 2000
UBS Securities Co., Ltd 1997 - 1998
Skills
Financial Modeling, Capital Markets, Banking, Corporate Development, Equities, Private Equity, Pharmaceuticals, Healthcare, Valuation, Mergers, Due Diligence, Equity Research, Asset Management, Financial Analysis, Portfolio Management, Corporate Finance, Bloomberg, Emerging Markets, Business Strategy, Equity Valuation, Business Planning, Investments, Fixed Income, Investment Banking, Management Consulting, Market Research, Debt, Investor Relations, Research, Trading, Financial Markets, Industry Analysis, Series 7, Competitive Analysis, Credit, Biotechnology, Forecasting, Business Valuation, Fundraising, Private Placements, Hedge Funds, LBO, Pharmaceutical Industry, Mergers & Acquisitions, Venture Capital
Education
Columbia University - Columbia Business School 1994 — 1995
Master of Business Administration (M.B.A.), Finance, Dean's Honor List
Yale University 1983 — 1987
BA, Economics (History)
Spencer Kuzmier Spencer Kuzmier's UBS Securities Co., Ltd Experience June 2011 - August 2011
Job FTR Developer / Analyst at EDF Trading
Industry Capital Markets
Experience
EDF Trading September 2014 - Present
EDF Trading November 2013 - September 2014
Niihouse February 2013 - September 2013
X-Risk September 2012 - February 2013
WAVA May 2012 - September 2012
UBS Securities Co., Ltd June 2011 - August 2011
Investcorp Hedge Funds Division May 2010 - July 2010
Habitat for Humanity May 2009 - July 2009
PTEN (Piedmont Triad Entrepreneurial Network) May 2008 - June 2008
Skills
Power Markets, Data Analysis, Data Visualization, MISO, PJM, Commodity, Portfolio Management, Start-ups, Equities, Financial Modeling, Derivatives, Investments, Securities
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Bachelors of Science in Business Administration, Finance, General
Kenan-Flagler Business School
Bachelor of Science, Business Administration
EDF Trading September 2014 - Present
EDF Trading November 2013 - September 2014
Niihouse February 2013 - September 2013
X-Risk September 2012 - February 2013
WAVA May 2012 - September 2012
UBS Securities Co., Ltd June 2011 - August 2011
Investcorp Hedge Funds Division May 2010 - July 2010
Habitat for Humanity May 2009 - July 2009
PTEN (Piedmont Triad Entrepreneurial Network) May 2008 - June 2008
Skills
Power Markets, Data Analysis, Data Visualization, MISO, PJM, Commodity, Portfolio Management, Start-ups, Equities, Financial Modeling, Derivatives, Investments, Securities
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Bachelors of Science in Business Administration, Finance, General
Kenan-Flagler Business School
Bachelor of Science, Business Administration
Gregg Sari Gregg Sari's UBS Securities Co., Ltd Experience January 1996 - January 2002
Job Sales Associate/Realtor at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage August 2011 - Present
Lehman Brothers January 2002 - January 2009
UBS Securities Co., Ltd January 1996 - January 2002
Education
St. Peter's College 1982 — 1986
BS, Business Management
Coldwell Banker Residential Brokerage August 2011 - Present
Lehman Brothers January 2002 - January 2009
UBS Securities Co., Ltd January 1996 - January 2002
Education
St. Peter's College 1982 — 1986
BS, Business Management
Rich Mandl Rich Mandl's UBS Securities Co., Ltd Experience March 2004 - June 2009
Job Senior Account Executive at Kansas City Trading Group
Industry Financial Services
Experience
Kansas City Trading Group June 2013 - Present
Jefferies Bache Commodities/Prudential Bache Commodities July 2009 - May 2013
Kansas City Board of Trade January 2010 - January 2011
UBS Securities Co., Ltd March 2004 - June 2009
Prudential Financial 1996 - 2004
Skills
Hedge Funds, Trading, Commodity Markets, Commodity, Options, Fixed Income, Finance, Equities, Risk Management, Investments, Derivatives, Portfolio Management, Wheat, Trading Systems, Securities, Electronic Trading, Capital Markets, FX Options, Hedging, Investment Banking, Alternative Investments, Financial Markets, Bonds
Education
University of Missouri-Kansas City 1978 — 1983
Economics
Kansas City Trading Group June 2013 - Present
Jefferies Bache Commodities/Prudential Bache Commodities July 2009 - May 2013
Kansas City Board of Trade January 2010 - January 2011
UBS Securities Co., Ltd March 2004 - June 2009
Prudential Financial 1996 - 2004
Skills
Hedge Funds, Trading, Commodity Markets, Commodity, Options, Fixed Income, Finance, Equities, Risk Management, Investments, Derivatives, Portfolio Management, Wheat, Trading Systems, Securities, Electronic Trading, Capital Markets, FX Options, Hedging, Investment Banking, Alternative Investments, Financial Markets, Bonds
Education
University of Missouri-Kansas City 1978 — 1983
Economics
Austin Tilghman Austin Tilghman's UBS Securities Co., Ltd Experience March 1992 - August 1996
Job CEO, UCM, Inc
Industry Financial Services
Experience
UCM, Inc September 1996 - Present
UBS Securities Co., Ltd March 1992 - August 1996
JPMorgan March 1987 - March 1992
PaineWebber 1975 - 1987
Skills
Mortgage Lending, Capital Markets, Financial Modeling, Credit, New Business Development, Leadership, Mortgage Banking, Financial Analysis, Portfolio Management, Loans, Fixed Income, Investments, Banking, Real Estate, Asset Management, Strategic Planning, Risk Management, Valuation, Sales Management, Management Consulting, Executive Management, Due Diligence, Underwriting, Management, Mergers & Acquisitions, Financial Structuring, Finance
Education
Hobart and William Smith Colleges 1970 — 1974
BA, Economics
UCM, Inc September 1996 - Present
UBS Securities Co., Ltd March 1992 - August 1996
JPMorgan March 1987 - March 1992
PaineWebber 1975 - 1987
Skills
Mortgage Lending, Capital Markets, Financial Modeling, Credit, New Business Development, Leadership, Mortgage Banking, Financial Analysis, Portfolio Management, Loans, Fixed Income, Investments, Banking, Real Estate, Asset Management, Strategic Planning, Risk Management, Valuation, Sales Management, Management Consulting, Executive Management, Due Diligence, Underwriting, Management, Mergers & Acquisitions, Financial Structuring, Finance
Education
Hobart and William Smith Colleges 1970 — 1974
BA, Economics
Bob Puccio Bob Puccio's UBS Securities Co., Ltd Experience June 2011 - September 2015
Job Vice President at Goldman Sachs & Co
Industry Investment Management
Experience
Goldman Sachs & Co September 2015 - Present
UBS Securities Co., Ltd June 2011 - September 2015
Pioneer Alternative Investments 2007 - July 2011
Generali July 2005 - November 2007
BSI - Banca Della Svizzera Italiana NY January 1991 - May 2005
Goldman Sachs & Co 1986 - 1990
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Capital Markets, Financial Markets, Equities, Investment Management, Fund Of Funds, Equity Derivatives, FX Trading, Structured Products, Asset Management, Prime Brokerage, Mutual Funds, Trading, Emerging Markets, Fixed Income, Securities, Quantitative Investing
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
Executive MBA, Finance
Binghamton University 1981 — 1985
BA, Economics
Goldman Sachs & Co September 2015 - Present
UBS Securities Co., Ltd June 2011 - September 2015
Pioneer Alternative Investments 2007 - July 2011
Generali July 2005 - November 2007
BSI - Banca Della Svizzera Italiana NY January 1991 - May 2005
Goldman Sachs & Co 1986 - 1990
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Capital Markets, Financial Markets, Equities, Investment Management, Fund Of Funds, Equity Derivatives, FX Trading, Structured Products, Asset Management, Prime Brokerage, Mutual Funds, Trading, Emerging Markets, Fixed Income, Securities, Quantitative Investing
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
Executive MBA, Finance
Binghamton University 1981 — 1985
BA, Economics
Yuting Ma Yuting Ma's UBS Securities Co., Ltd Experience June 2009 - August 2009
Job PhD Candidate in Statistics at Columbia University
Industry Research
Experience
Columbia University August 2012 - Present
Two Sigma June 2015 - August 2015
Amazon May 2014 - August 2014
University of Washington January 2012 - April 2012
PICC July 2011 - August 2011
UBS Securities Co., Ltd June 2009 - August 2009
Nokia July 2008 - September 2008
Skills
Statistics, R, Machine Learning, Data Mining, SAS, LaTeX, Matlab, Statistical Modeling, Statistical Data..., Time Series Analysis, Mathematical Modeling, S-Plus, Data Analysis, Data Visualization, Python, Hidden Markov Models, Markov Chain Monte Carlo, SQL, MapReduce, Amazon Web Services..., Quantitative Analytics, Biostatistics, Research
Education
Columbia University in the City of New York 2012 — 2016
Doctor of Philosophy (PhD), Statistics
University of Washington 2008 — 2012
Bachelor, Statistic, ACMS-Operation Research
Beijing 101 Middle School 2002 — 2008
Columbia University August 2012 - Present
Two Sigma June 2015 - August 2015
Amazon May 2014 - August 2014
University of Washington January 2012 - April 2012
PICC July 2011 - August 2011
UBS Securities Co., Ltd June 2009 - August 2009
Nokia July 2008 - September 2008
Skills
Statistics, R, Machine Learning, Data Mining, SAS, LaTeX, Matlab, Statistical Modeling, Statistical Data..., Time Series Analysis, Mathematical Modeling, S-Plus, Data Analysis, Data Visualization, Python, Hidden Markov Models, Markov Chain Monte Carlo, SQL, MapReduce, Amazon Web Services..., Quantitative Analytics, Biostatistics, Research
Education
Columbia University in the City of New York 2012 — 2016
Doctor of Philosophy (PhD), Statistics
University of Washington 2008 — 2012
Bachelor, Statistic, ACMS-Operation Research
Beijing 101 Middle School 2002 — 2008
Charlie Caskey Charlie Caskey's UBS Securities Co., Ltd Experience March 2010 - April 2011
Job Director of Operations at Swapforex.com
Industry Financial Services
Experience
The Vancouver Sun April 2013 - Present
Swapforex.com February 2012 - Present
UBS Securities Co., Ltd March 2010 - April 2011
UBS Investment Bank February 2004 - February 2010
UBS Investment Bank February 2003 - February 2004
ABN Amro April 2001 - February 2003
TD April 2000 - December 2000
Skills
Equity Derivatives, Project Management, Microsoft Office, Derivatives, Rates, Financial Markets, Options, Valuation, Structured Products, Equities, Trading, Fixed Income, Investment Banking, Risk Management, Bloomberg, Exotic Derivatives, Strategy
Education
The University of British Columbia / UBC 1992 — 1997
Arts, History, Psychology
Brookswood Senior Secondary 1987 — 1992
The Vancouver Sun April 2013 - Present
Swapforex.com February 2012 - Present
UBS Securities Co., Ltd March 2010 - April 2011
UBS Investment Bank February 2004 - February 2010
UBS Investment Bank February 2003 - February 2004
ABN Amro April 2001 - February 2003
TD April 2000 - December 2000
Skills
Equity Derivatives, Project Management, Microsoft Office, Derivatives, Rates, Financial Markets, Options, Valuation, Structured Products, Equities, Trading, Fixed Income, Investment Banking, Risk Management, Bloomberg, Exotic Derivatives, Strategy
Education
The University of British Columbia / UBC 1992 — 1997
Arts, History, Psychology
Brookswood Senior Secondary 1987 — 1992
Corey Stein Corey Stein's UBS Securities Co., Ltd Experience June 2012 - Present
Job Associate Director at UBS Securities Co., Ltd
Industry Banking
Experience
UBS Securities Co., Ltd June 2012 - Present
UBS Securities Co., Ltd July 2010 - June 2012
Morgan Stanley Smith Barney June 2009 - August 2009
Sixth Gear Solutions Corp June 2008 - August 2008
Skills
Equities, Alternative Energy, Investment Banking, Financial Modeling, Due Diligence, Emerging Markets, Equity Capital Markets, Credit, Capital Markets, Private Equity, Bloomberg, Mergers & Acquisitions, Valuation
Education
Emory University - Goizueta Business School 2006 — 2010
BBA, Finance and Consulting and Venture Management
ESADE Business School 2009 — 2009
Capital Markets and Consulting and Venture Management
UBS Securities Co., Ltd June 2012 - Present
UBS Securities Co., Ltd July 2010 - June 2012
Morgan Stanley Smith Barney June 2009 - August 2009
Sixth Gear Solutions Corp June 2008 - August 2008
Skills
Equities, Alternative Energy, Investment Banking, Financial Modeling, Due Diligence, Emerging Markets, Equity Capital Markets, Credit, Capital Markets, Private Equity, Bloomberg, Mergers & Acquisitions, Valuation
Education
Emory University - Goizueta Business School 2006 — 2010
BBA, Finance and Consulting and Venture Management
ESADE Business School 2009 — 2009
Capital Markets and Consulting and Venture Management
Isabella Chen's UBS Securities Co., Ltd Experience June 2012 - August 2012
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Credit Suisse July 2013 - June 2014
UBS Securities Co., Ltd June 2012 - August 2012
UBS President's Summer Internship Program June 2011 - August 2011
Skills
LBO, Investment Banking, Financial Modeling, Valuation, Financial Analysis, Microsoft Excel, PowerPoint
Education
Cornell University 2009 — 2013
BA, Economics
Morgan Stanley August 2014 - Present
Credit Suisse July 2013 - June 2014
UBS Securities Co., Ltd June 2012 - August 2012
UBS President's Summer Internship Program June 2011 - August 2011
Skills
LBO, Investment Banking, Financial Modeling, Valuation, Financial Analysis, Microsoft Excel, PowerPoint
Education
Cornell University 2009 — 2013
BA, Economics
Xiaoyu Liu Xiaoyu Liu's UBS Securities Co., Ltd Experience October 2009 - March 2010
Job Sr. Statistician at Capital One Financial Corporation
Industry Financial Services
Experience
Capital One February 2015 - Present
The Methodology Center May 2011 - December 2014
Capital One June 2013 - August 2013
UBS Securities Co., Ltd October 2009 - March 2010
Synovatec Inc. July 2009 - August 2009
Skills
R, Statistics, SPSS, Statistical Modeling, Stata, Data Analysis, Quantitative Analytics, SAS, Logistic Regression, Survival Analysis, Time Series Analysis, Bayesian statistics, LaTeX, SAS programming, Biostatistics, Machine Learning, Mathematical Modeling, Minitab, SAS Programming
Education
Penn State University 2010 — 2014
Doctor of Philosophy (PhD), Statistics
Fudan University 2006 — 2010
Bachelor of Science (BS), Statistics
Capital One February 2015 - Present
The Methodology Center May 2011 - December 2014
Capital One June 2013 - August 2013
UBS Securities Co., Ltd October 2009 - March 2010
Synovatec Inc. July 2009 - August 2009
Skills
R, Statistics, SPSS, Statistical Modeling, Stata, Data Analysis, Quantitative Analytics, SAS, Logistic Regression, Survival Analysis, Time Series Analysis, Bayesian statistics, LaTeX, SAS programming, Biostatistics, Machine Learning, Mathematical Modeling, Minitab, SAS Programming
Education
Penn State University 2010 — 2014
Doctor of Philosophy (PhD), Statistics
Fudan University 2006 — 2010
Bachelor of Science (BS), Statistics
Rajeev Jashnani's UBS Securities Co., Ltd Experience 2009 - 2013
Job at
Industry Investment Management
Experience
Citadel LLC 2013 - Present
UBS Securities Co., Ltd 2009 - 2013
Sivik Global Healthcare January 2008 - December 2008
Bear Stearns 2005 - 2008
Education
Penn State University
BS, Chemical Engineering
Citadel LLC 2013 - Present
UBS Securities Co., Ltd 2009 - 2013
Sivik Global Healthcare January 2008 - December 2008
Bear Stearns 2005 - 2008
Education
Penn State University
BS, Chemical Engineering
Carl Seiden Carl Seiden's UBS Securities Co., Ltd Experience 2004 - 2006
Job Seiden Pharmaceutical Strategies, LLC
Industry Pharmaceuticals
Experience
Seiden Pharmaceutical Strategies, LLC April 2006 - Present
OptiMed Wellness Pvt Ltd (dba The Center for Medical Weight Loss - India) January 2013 - Present
UBS Securities Co., Ltd 2004 - 2006
JP Morgan Chase 1997 - 2004
Sanford C. Bernstein 1992 - 1997
Bristol-Myers Squibb 1987 - 1992
General Electric 1984 - 1987
Skills
Pharmaceutical Industry, Marketing Strategy, Biopharmaceuticals, Business Strategy, Healthcare, Strategic Planning, Strategy, Valuation, Managed Care, Investments, Medical Devices, Market Research, Management, Marketing, Competitive Analysis, Financial Modeling, Start-ups
Education
University of Pennsylvania - The Wharton School 1982 — 1984
Master of Business Administration (MBA)
Union College 1976 — 1980
BS, Biology
Seiden Pharmaceutical Strategies, LLC April 2006 - Present
OptiMed Wellness Pvt Ltd (dba The Center for Medical Weight Loss - India) January 2013 - Present
UBS Securities Co., Ltd 2004 - 2006
JP Morgan Chase 1997 - 2004
Sanford C. Bernstein 1992 - 1997
Bristol-Myers Squibb 1987 - 1992
General Electric 1984 - 1987
Skills
Pharmaceutical Industry, Marketing Strategy, Biopharmaceuticals, Business Strategy, Healthcare, Strategic Planning, Strategy, Valuation, Managed Care, Investments, Medical Devices, Market Research, Management, Marketing, Competitive Analysis, Financial Modeling, Start-ups
Education
University of Pennsylvania - The Wharton School 1982 — 1984
Master of Business Administration (MBA)
Union College 1976 — 1980
BS, Biology
J Neal Schweitzer J Neal Schweitzer's UBS Securities Co., Ltd Experience 1995 - 1996
Job Debt Capital Mkts Advisor, FI Market Risk Mngt, Strategy & Client Relationship Mngt
Industry Capital Markets
Experience
DebtCapMkt Advisors, LLC 2010 - Present
Moody's Investors Service 2000 - 2009
UBS AG 1996 - 1999
UBS Securities Co., Ltd 1995 - 1996
UBS Securities Co., Ltd 1994 - 1995
Union Bank of Switzerland 1989 - 1994
Mellon Bank 1979 - 1989
Skills
High Yield, Leveraged Finance, Fixed Income, Debt, Capital Markets, Investment Banking, Portfolio Management, Structured Finance, Emerging Markets, Banking, Bonds, Securitization, Securities, Trading, Credit, Financial Services, Financial Risk, Options, Loans
Education
Georgetown University 1974 — 1978
BSBA, International Business
Nyenrode Business University 1976 — 1977
Int'l Business, Business Management
DebtCapMkt Advisors, LLC 2010 - Present
Moody's Investors Service 2000 - 2009
UBS AG 1996 - 1999
UBS Securities Co., Ltd 1995 - 1996
UBS Securities Co., Ltd 1994 - 1995
Union Bank of Switzerland 1989 - 1994
Mellon Bank 1979 - 1989
Skills
High Yield, Leveraged Finance, Fixed Income, Debt, Capital Markets, Investment Banking, Portfolio Management, Structured Finance, Emerging Markets, Banking, Bonds, Securitization, Securities, Trading, Credit, Financial Services, Financial Risk, Options, Loans
Education
Georgetown University 1974 — 1978
BSBA, International Business
Nyenrode Business University 1976 — 1977
Int'l Business, Business Management
Shamir Karkal Shamir Karkal's UBS Securities Co., Ltd Experience June 2005 - August 2005
Job Board Member at Simple Finance
Industry Financial Services
Experience
Simple Finance January 2010 - Present
Simple Finance 2010 - August 2015
McKinsey & Company September 2006 - December 2009
UBS Securities Co., Ltd June 2005 - August 2005
Mphasis January 2003 - June 2004
Intelligent Software Solutions 2001 - 2002
Skills
Entrepreneurship, Payments, Banking, Economics, Start-ups, Strategy, Programming, Financial Services, Analytics, Business Development, Product Management, Business Strategy, Business Intelligence, Program Management, Software Development, Portfolio Management, Management, Executive Management, Business Process
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2006
MBA
Symbiosis Centre for Information Technology 1999 — 2001
MPIT
Bangalore University 1996 — 1999
B.Sc.
Simple Finance January 2010 - Present
Simple Finance 2010 - August 2015
McKinsey & Company September 2006 - December 2009
UBS Securities Co., Ltd June 2005 - August 2005
Mphasis January 2003 - June 2004
Intelligent Software Solutions 2001 - 2002
Skills
Entrepreneurship, Payments, Banking, Economics, Start-ups, Strategy, Programming, Financial Services, Analytics, Business Development, Product Management, Business Strategy, Business Intelligence, Program Management, Software Development, Portfolio Management, Management, Executive Management, Business Process
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2006
MBA
Symbiosis Centre for Information Technology 1999 — 2001
MPIT
Bangalore University 1996 — 1999
B.Sc.
John Racy John Racy's UBS Securities Co., Ltd Experience March 1991 - April 1993
Job Director, Financial Services Regulatory Practice at PricewaterhouseCoopers
Industry Financial Services
Experience
PricewaterhouseCoopers August 2008 - Present
Natixis Capital Markets 2000 - 2007
JPMorgan Chase April 1993 - August 2000
UBS Securities Co., Ltd March 1991 - April 1993
Bear Stearns March 1988 - March 1991
Cohane Rafferty Securities 1986 - 1988
Skills
Capital Markets, Risk Management, Finance, Due Diligence, Structured Finance, Portfolio Management, Derivatives, Investment Banking, Valuation, Securities, Securitization, Loans, Mortgage Lending, Credit, Fixed Income, Banking, Operational Risk..., Trading, Structured Products, Securities Regulation, Funding, Operational Risk, Quality Assurance, Management Consulting, RMBS/Auto ABS..., Internal Control..., Mortgage and Fixed..., Warehouse Lending..., Mortgage Servicing..., Secured Transactions, Enterprise Risk..., Corporate Governance, Credit Risk, MBS, Regulatory Compliance, Financial Regulation, Regulatory Submissions, External Audit, Trading Operations, Counterparty Risk, Leadership, Management, Series 24, Series 7, Series 63
Education
New York Law School 1979 — 1982
Juris Doctor, Law
Manhattanville College 1974 — 1978
B.A, Economics & Political Science
PricewaterhouseCoopers August 2008 - Present
Natixis Capital Markets 2000 - 2007
JPMorgan Chase April 1993 - August 2000
UBS Securities Co., Ltd March 1991 - April 1993
Bear Stearns March 1988 - March 1991
Cohane Rafferty Securities 1986 - 1988
Skills
Capital Markets, Risk Management, Finance, Due Diligence, Structured Finance, Portfolio Management, Derivatives, Investment Banking, Valuation, Securities, Securitization, Loans, Mortgage Lending, Credit, Fixed Income, Banking, Operational Risk..., Trading, Structured Products, Securities Regulation, Funding, Operational Risk, Quality Assurance, Management Consulting, RMBS/Auto ABS..., Internal Control..., Mortgage and Fixed..., Warehouse Lending..., Mortgage Servicing..., Secured Transactions, Enterprise Risk..., Corporate Governance, Credit Risk, MBS, Regulatory Compliance, Financial Regulation, Regulatory Submissions, External Audit, Trading Operations, Counterparty Risk, Leadership, Management, Series 24, Series 7, Series 63
Education
New York Law School 1979 — 1982
Juris Doctor, Law
Manhattanville College 1974 — 1978
B.A, Economics & Political Science
Michelle Weiwei Xian Michelle Weiwei Xian's UBS Securities Co., Ltd Experience March 2013 - November 2014
Job Energy Investment Analyst at Nippon Life Insurance International PLC
Industry Financial Services
Experience
Nippon Life Insurance International PLC December 2014 - Present
UBS Securities Co., Ltd March 2013 - November 2014
Bloomberg April 2010 - March 2013
Goldman Sachs September 2009 - March 2010
New York University August 2007 - May 2009
Merrill Lynch June 2008 - August 2008
Guangzhou Securities June 2005 - June 2006
Skills
Portfolio Management, Bloomberg, VBA, SQL, Competitive Analysis, Equity Research, Financial Modeling, Quantitative Research, Matlab, Fixed Income, Bloomberg Terminal, Investments, Capital Markets, Valuation, Equities
Education
New York University 2007 — 2009
MS, Financial Engineering
South China Agricultural University 2001 — 2005
BA, Business
Nippon Life Insurance International PLC December 2014 - Present
UBS Securities Co., Ltd March 2013 - November 2014
Bloomberg April 2010 - March 2013
Goldman Sachs September 2009 - March 2010
New York University August 2007 - May 2009
Merrill Lynch June 2008 - August 2008
Guangzhou Securities June 2005 - June 2006
Skills
Portfolio Management, Bloomberg, VBA, SQL, Competitive Analysis, Equity Research, Financial Modeling, Quantitative Research, Matlab, Fixed Income, Bloomberg Terminal, Investments, Capital Markets, Valuation, Equities
Education
New York University 2007 — 2009
MS, Financial Engineering
South China Agricultural University 2001 — 2005
BA, Business
Fan Ping Fan Ping's UBS Securities Co., Ltd Experience September 2011 - March 2015
Job Notre Dame MBA Candidate | Investment concentration | Seeking associate intern | CFA Level 3 Candidate
Industry Financial Services
Experience
The University of Notre Dame Mendoza College of Business August 2015 - Present
UBS Securities Co., Ltd September 2011 - March 2015
Wuxi Zhongxin Industrial Co. Ltd. September 2009 - June 2011
Skills
Equity Research, Financial Modeling, Capital Markets, Equity Valuation, Portfolio Management, Industry Research, Business Analytics
Education
University of Notre Dame - Mendoza College of Business 2015 — 2017
Master of Business Administration (M.B.A.), Investment concentration
Jilin University 2005 — 2009
Bachelor of Engineering (B.Eng.), Information Technology
The University of Notre Dame Mendoza College of Business August 2015 - Present
UBS Securities Co., Ltd September 2011 - March 2015
Wuxi Zhongxin Industrial Co. Ltd. September 2009 - June 2011
Skills
Equity Research, Financial Modeling, Capital Markets, Equity Valuation, Portfolio Management, Industry Research, Business Analytics
Education
University of Notre Dame - Mendoza College of Business 2015 — 2017
Master of Business Administration (M.B.A.), Investment concentration
Jilin University 2005 — 2009
Bachelor of Engineering (B.Eng.), Information Technology
Sarina Ko's UBS Securities Co., Ltd Experience July 2007 - September 2008
Job Executive Assistant to Business Transformation Office at Citigoup
Industry Investment Management
Experience
Citi May 2014 - Present
PineBridge Investments (formerly AIG Investments) October 2010 - February 2014
Private Real Estate Developer in New York October 2008 - September 2010
UBS Securities Co., Ltd July 2007 - September 2008
Skills
Alternative Investments, C-Level Executive..., Fixed Income, Equities, Executive Support, Managerial Skills, Dependable Team Player, Travel Arrangements, Building Relationships, Microsoft Office, Asset Management, Hedge Funds, Asset Allocation, Management
Education
Niagara University
Bachelor of Science (BS), Travel, Tourism, and Hospitality
Citi May 2014 - Present
PineBridge Investments (formerly AIG Investments) October 2010 - February 2014
Private Real Estate Developer in New York October 2008 - September 2010
UBS Securities Co., Ltd July 2007 - September 2008
Skills
Alternative Investments, C-Level Executive..., Fixed Income, Equities, Executive Support, Managerial Skills, Dependable Team Player, Travel Arrangements, Building Relationships, Microsoft Office, Asset Management, Hedge Funds, Asset Allocation, Management
Education
Niagara University
Bachelor of Science (BS), Travel, Tourism, and Hospitality
Karla Valladares's UBS Securities Co., Ltd Experience May 2006 - Present
Job Office Manager at UBS Securities Co., Ltd
Industry Banking
Experience
UBS Securities Co., Ltd May 2006 - Present
Skills
Customer Service, Banking, Microsoft Office, Financial Analysis, Microsoft Word, PowerPoint, Outlook, Leadership, Sales, Time Management
Education
City University of New York-John Jay College of Criminal Justice 2006 — 2012
Bachelor of Arts (B.A.), Criminology
UBS Securities Co., Ltd May 2006 - Present
Skills
Customer Service, Banking, Microsoft Office, Financial Analysis, Microsoft Word, PowerPoint, Outlook, Leadership, Sales, Time Management
Education
City University of New York-John Jay College of Criminal Justice 2006 — 2012
Bachelor of Arts (B.A.), Criminology
Eric Bothwell Eric Bothwell's UBS Securities Co., Ltd Experience 2010 - 2014
Job Senior Consultant at Ashurst
Industry Law Practice
Experience
Ashurst June 2015 - Present
UBS Securities Co., Ltd 2010 - 2014
Ellington Management Group July 2006 - July 2010
Goldman Sachs July 1997 - February 2006
Orrick, Herrington & Sutcliffe LLP July 1993 - July 1997
Skills
Structured Finance, Investment Banking, Derivatives, Structured Products, Portfolio Management, Fixed Income, Hedge Funds, Capital Markets, Asset Management, Finance, Equities, Private Equity, Alternative Investments, Due Diligence, Valuation
Education
Columbia University in the City of New York 1990 — 1993
Doctor of Law (J.D.), Law
Pacific Union College 1986 — 1990
Bachelor of Science (B.S.), Accounting and Finance
Ashurst June 2015 - Present
UBS Securities Co., Ltd 2010 - 2014
Ellington Management Group July 2006 - July 2010
Goldman Sachs July 1997 - February 2006
Orrick, Herrington & Sutcliffe LLP July 1993 - July 1997
Skills
Structured Finance, Investment Banking, Derivatives, Structured Products, Portfolio Management, Fixed Income, Hedge Funds, Capital Markets, Asset Management, Finance, Equities, Private Equity, Alternative Investments, Due Diligence, Valuation
Education
Columbia University in the City of New York 1990 — 1993
Doctor of Law (J.D.), Law
Pacific Union College 1986 — 1990
Bachelor of Science (B.S.), Accounting and Finance
Kaylan Hopson Kaylan Hopson's UBS Securities Co., Ltd Experience September 2009 - November 2011
Job Vice President at ABN AMRO Bank N.V.
Industry Banking
Experience
ABN AMRO Bank N.V. December 2011 - Present
UBS Securities Co., Ltd September 2009 - November 2011
Fortis Capital September 2008 - September 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Portfolio Management, Developing Client..., Capital Markets, Investments, Finance
Education
Auburn University 2004 — 2008
BS, Finance
ABN AMRO Bank N.V. December 2011 - Present
UBS Securities Co., Ltd September 2009 - November 2011
Fortis Capital September 2008 - September 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Portfolio Management, Developing Client..., Capital Markets, Investments, Finance
Education
Auburn University 2004 — 2008
BS, Finance
Kurt Grutzmacher Kurt Grutzmacher's UBS Securities Co., Ltd Experience January 1989 - January 1992
Job Interim CEO at Mynt Systems
Industry Facilities Services
Experience
Mynt Systems June 2015 - Present
Tollar Consulting Group January 2011 - Present
Santa Cruz Enterprises LLC January 2009 - Present
NextSpace Coworking + Innovation October 2008 - Present
Various 2014 - Present
Rexford Winery May 2008 - January 2013
Westcliff Capital Management August 1998 - December 2007
. January 2001 - January 2006
Various 1983 - 1998
UBS Securities Co., Ltd January 1989 - January 1992
Skills
Entrepreneurship, Start-ups, Business Development, Marketing Strategy, Strategy, Strategic Planning, Management, Sales, Wine, Coworking, Business Planning, Strategic Partnerships, Project Management, Management Consulting, Public Speaking, Executive Management, Negotiation, Strategic Financial..., Business Consulting, Mergers & Acquisitions
Education
Elmhurst College 1976 — 1980
B.A., Geography & Environmental Planning
Mynt Systems June 2015 - Present
Tollar Consulting Group January 2011 - Present
Santa Cruz Enterprises LLC January 2009 - Present
NextSpace Coworking + Innovation October 2008 - Present
Various 2014 - Present
Rexford Winery May 2008 - January 2013
Westcliff Capital Management August 1998 - December 2007
. January 2001 - January 2006
Various 1983 - 1998
UBS Securities Co., Ltd January 1989 - January 1992
Skills
Entrepreneurship, Start-ups, Business Development, Marketing Strategy, Strategy, Strategic Planning, Management, Sales, Wine, Coworking, Business Planning, Strategic Partnerships, Project Management, Management Consulting, Public Speaking, Executive Management, Negotiation, Strategic Financial..., Business Consulting, Mergers & Acquisitions
Education
Elmhurst College 1976 — 1980
B.A., Geography & Environmental Planning
Thomas Doyle Thomas Doyle's UBS Securities Co., Ltd Experience 2004 - 2010
Job Foreign Exchange Sales & Trading
Industry Financial Services
Experience
Sumitomo Mitsui Banking Corporation April 2015 - Present
Faros Trading LLC February 2012 - August 2014
Morgan Stanley 2010 - 2012
UBS Securities Co., Ltd 2004 - 2010
Barclays Capital 2001 - 2003
JPMorgan 1991 - 2001
Skills
FX Options, Electronic Trading, Fixed Income, Trading, Hedge Funds, Derivatives, Options, Currency, Hedging, Financial Markets, Bloomberg, FX trading, Foreign Exchange, Volatility, Capital Markets, Market Making, Investment Banking, Bonds, Prime Brokerage, Emerging Markets, Commodity, Swaps, Interest Rate..., Trading Systems, Equities, Credit Derivatives, Equity Derivatives, Structured Products, Trading Strategies, Equity Trading, Proprietary Trading
Education
Columbia Business School 1988 — 1990
Master of Business Administration (MBA), Finance & Marketing
Middlebury College 1983 — 1987
Bachelor of Arts (BA), Economics
Falmouth High School 1979 — 1983
Sumitomo Mitsui Banking Corporation April 2015 - Present
Faros Trading LLC February 2012 - August 2014
Morgan Stanley 2010 - 2012
UBS Securities Co., Ltd 2004 - 2010
Barclays Capital 2001 - 2003
JPMorgan 1991 - 2001
Skills
FX Options, Electronic Trading, Fixed Income, Trading, Hedge Funds, Derivatives, Options, Currency, Hedging, Financial Markets, Bloomberg, FX trading, Foreign Exchange, Volatility, Capital Markets, Market Making, Investment Banking, Bonds, Prime Brokerage, Emerging Markets, Commodity, Swaps, Interest Rate..., Trading Systems, Equities, Credit Derivatives, Equity Derivatives, Structured Products, Trading Strategies, Equity Trading, Proprietary Trading
Education
Columbia Business School 1988 — 1990
Master of Business Administration (MBA), Finance & Marketing
Middlebury College 1983 — 1987
Bachelor of Arts (BA), Economics
Falmouth High School 1979 — 1983
Reid Guenther Reid Guenther's UBS Securities Co., Ltd Experience 2010 - 2014
Job Chief Analyst at Main Street Quant, LLC
Industry Capital Markets
Experience
Main Street Quant, LLC 2014 - Present
UBS Securities Co., Ltd 2010 - 2014
JP Morgan 2006 - 2008
3M 1995 - 2001
Skills
Fixed Income, C++, Derivatives, Equity Derivatives, Credit, Hedge Funds, Structured Products, Quantitative Investing, Quantitative Finance, Investment Banking, Bloomberg, Equities
Education
Carnegie Mellon University - Tepper School of Business
MS, Computational Finance
Rice University
BA, Physics
The University of Texas at Austin
PhD, Physics - Numerical Relativity
Main Street Quant, LLC 2014 - Present
UBS Securities Co., Ltd 2010 - 2014
JP Morgan 2006 - 2008
3M 1995 - 2001
Skills
Fixed Income, C++, Derivatives, Equity Derivatives, Credit, Hedge Funds, Structured Products, Quantitative Investing, Quantitative Finance, Investment Banking, Bloomberg, Equities
Education
Carnegie Mellon University - Tepper School of Business
MS, Computational Finance
Rice University
BA, Physics
The University of Texas at Austin
PhD, Physics - Numerical Relativity
Kateryna Chupryna's UBS Securities Co., Ltd Experience June 2007 - August 2007
Job KBW
Industry Financial Services
Experience
KBW May 2012 - Present
SGI Cambium, LLC June 2011 - May 2012
9Alpha Capital July 2010 - April 2011
Wachovia Securities, LLC June 2008 - January 2010
UBS Securities Co., Ltd June 2007 - August 2007
Education
Princeton University 2005 — 2008
BA, Clinical Psychology
Kent School, Kent CT
KBW May 2012 - Present
SGI Cambium, LLC June 2011 - May 2012
9Alpha Capital July 2010 - April 2011
Wachovia Securities, LLC June 2008 - January 2010
UBS Securities Co., Ltd June 2007 - August 2007
Education
Princeton University 2005 — 2008
BA, Clinical Psychology
Kent School, Kent CT
Alexandra Weiner's UBS Securities Co., Ltd Experience July 2011 - May 2013
Job Chief of Staff at Groupon
Industry Internet
Experience
Groupon December 2013 - Present
Groupon May 2013 - Present
UBS Securities Co., Ltd July 2011 - May 2013
Northern Trust May 2009 - August 2009
Wrigley May 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Valuation, Finance, Strategic Communications, Financial Analysis, Mergers & Acquisitions, Philanthropy, Entrepreneurship, Capital Markets, Start-ups, Corporate Finance, Strategic Planning, Equities, Bloomberg, Equity Research
Education
University of Wisconsin-Madison - School of Business 2007 — 2011
BBA, Finance, Investment & Banking
Choate Rosemary Hall 2003 — 2007
Groupon December 2013 - Present
Groupon May 2013 - Present
UBS Securities Co., Ltd July 2011 - May 2013
Northern Trust May 2009 - August 2009
Wrigley May 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Valuation, Finance, Strategic Communications, Financial Analysis, Mergers & Acquisitions, Philanthropy, Entrepreneurship, Capital Markets, Start-ups, Corporate Finance, Strategic Planning, Equities, Bloomberg, Equity Research
Education
University of Wisconsin-Madison - School of Business 2007 — 2011
BBA, Finance, Investment & Banking
Choate Rosemary Hall 2003 — 2007
Elliot Grundmanis, MBA, CFA's UBS Securities Co., Ltd Experience May 2009 - August 2009
Job Investor Relations & Treasury Manager at Hudson's Bay Company
Industry Financial Services
Experience
Hudson's Bay Company February 2015 - Present
Hudson's Bay Company February 2014 - January 2015
Infrastructure Ontario June 2013 - February 2014
BroadGrain Commodities Inc. August 2010 - March 2013
UBS Securities Co., Ltd May 2009 - August 2009
Zipcar Vancouver March 2007 - August 2008
2010 Legacies Now 2005 - 2006
Skills
Financial Analysis, Modeling, Data Collection, Research, Trading, Risk Management, Liquidity Risk, Financial Reporting, Engaging Speaker, Foreign Exchange..., Commodity Risk..., Commodity Pricing, Derivatives, Change Management, International Trade, Portfolio Management, Hedging, Cash Management, Cash Flow Forecasting
Education
York University - Schulich School of Business 2008 — 2010
MBA, Finance
RSM Erasmus University 2009 — 2009
MBA
The University of British Columbia 2001 — 2005
BHK, Kinesiology
Hudson's Bay Company February 2015 - Present
Hudson's Bay Company February 2014 - January 2015
Infrastructure Ontario June 2013 - February 2014
BroadGrain Commodities Inc. August 2010 - March 2013
UBS Securities Co., Ltd May 2009 - August 2009
Zipcar Vancouver March 2007 - August 2008
2010 Legacies Now 2005 - 2006
Skills
Financial Analysis, Modeling, Data Collection, Research, Trading, Risk Management, Liquidity Risk, Financial Reporting, Engaging Speaker, Foreign Exchange..., Commodity Risk..., Commodity Pricing, Derivatives, Change Management, International Trade, Portfolio Management, Hedging, Cash Management, Cash Flow Forecasting
Education
York University - Schulich School of Business 2008 — 2010
MBA, Finance
RSM Erasmus University 2009 — 2009
MBA
The University of British Columbia 2001 — 2005
BHK, Kinesiology
Eliana Londono Eliana Londono's UBS Securities Co., Ltd Experience March 2010 - August 2013
Job Executive Assistant at Barclays Capital
Industry Banking
Experience
Barclays Investment Bank August 2013 - Present
UBS Securities Co., Ltd March 2010 - August 2013
Morgan Stanley June 2004 - June 2008
Dresnder Kleinwort 1997 - 2004
Skills
Investment Banking, Bloomberg, Equities, Emerging Markets, Valuation, Corporate Finance, Private Equity, Structured Finance, Bloomberg Terminal, Structured Products, Banking, Financial Analysis, Financial Structuring, Fixed Income, Securities
Education
Marist College
Queens College
Barclays Investment Bank August 2013 - Present
UBS Securities Co., Ltd March 2010 - August 2013
Morgan Stanley June 2004 - June 2008
Dresnder Kleinwort 1997 - 2004
Skills
Investment Banking, Bloomberg, Equities, Emerging Markets, Valuation, Corporate Finance, Private Equity, Structured Finance, Bloomberg Terminal, Structured Products, Banking, Financial Analysis, Financial Structuring, Fixed Income, Securities
Education
Marist College
Queens College
Doreen Marino's UBS Securities Co., Ltd Experience September 1994 - November 1998
Job High Trust Relations Business Advisor
Industry Insurance
Experience
Forest Hills Financial Group March 2014 - Present
Aflac May 2011 - Present
UBS Securities Co., Ltd September 1994 - November 1998
IDS 1992 - 1994
First Boston 1986 - 1992
Skills
Strategic Financial..., Management, Training, Marketing, Customer Service, Small Business, Cold Calling, Valuation, Team Building, Financial Analysis, Strategic Planning, Finance, Sales
Education
Saint John's University - Peter J. Tobin College of Business 1996 — 1998
MBA, Finance
Saint John's University - Peter J. Tobin College of Business 1986 — 1990
Bachelor of Science (BS), Quantitative Analysis
St. Francis Prep 1979 — 1982
College Prep School, Accounting and Business/Management
cafe networking
cafe networking
Forest Hills Financial Group March 2014 - Present
Aflac May 2011 - Present
UBS Securities Co., Ltd September 1994 - November 1998
IDS 1992 - 1994
First Boston 1986 - 1992
Skills
Strategic Financial..., Management, Training, Marketing, Customer Service, Small Business, Cold Calling, Valuation, Team Building, Financial Analysis, Strategic Planning, Finance, Sales
Education
Saint John's University - Peter J. Tobin College of Business 1996 — 1998
MBA, Finance
Saint John's University - Peter J. Tobin College of Business 1986 — 1990
Bachelor of Science (BS), Quantitative Analysis
St. Francis Prep 1979 — 1982
College Prep School, Accounting and Business/Management
cafe networking
cafe networking
Jean-Francois Darre's UBS Securities Co., Ltd Experience 2005 - 2012
Job Structured Credit Trader at UBS
Industry Financial Services
Experience
NYC Data Science Academy September 2015 - Present
UBS May 2005 - Present
UBS Securities Co., Ltd 2005 - 2012
Skills
Trading, Derivatives, Fixed Income, Investment Banking, Capital Markets, Financial Modeling, Equities, Bloomberg, Hedge Funds, Portfolio Management, Stochastic Modeling, Stochastic Calculus, Data Analysis, data science, Python, Octave, R
Education
Stanford University 2003 — 2004
MS, Mathematical Statistics and Probability
Ecole Nationale Supérieure des Mines de Nancy 2001 — 2004
Master of Science (MS), Applied Mathematics
NYC Data Science Academy September 2015 - Present
UBS May 2005 - Present
UBS Securities Co., Ltd 2005 - 2012
Skills
Trading, Derivatives, Fixed Income, Investment Banking, Capital Markets, Financial Modeling, Equities, Bloomberg, Hedge Funds, Portfolio Management, Stochastic Modeling, Stochastic Calculus, Data Analysis, data science, Python, Octave, R
Education
Stanford University 2003 — 2004
MS, Mathematical Statistics and Probability
Ecole Nationale Supérieure des Mines de Nancy 2001 — 2004
Master of Science (MS), Applied Mathematics
Tingting (Yolanda) Liang, CPA Tingting (Yolanda) Liang, CPA's UBS Securities Co., Ltd Experience June 2008 - December 2008
Job MBA, Stephen M. Ross School of Business, University of Michigan, Class of 2016
Industry Accounting
Experience
University of Michigan Ross School of Business June 2014 - Present
Bain & Company June 2015 - August 2015
World Bank Group March 2015 - May 2015
Napa Real Estate Group Co., Ltd. August 2012 - April 2014
EY October 2009 - July 2012
UBS Securities Co., Ltd June 2008 - December 2008
Skills
CPA, Corporate Finance, Auditing, Internal Controls, Financial Analysis, Financial Accounting, Strategic Financial..., Management Accounting, Real Estate, Accounting, Cash Flow
Education
University of Michigan 2014 — 2016
Master of Business Administration (MBA)
Tsinghua University 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
The Hong Kong Polytechnic University 2007 — 2008
Exchange students, Accounting and Finance
University of Michigan Ross School of Business June 2014 - Present
Bain & Company June 2015 - August 2015
World Bank Group March 2015 - May 2015
Napa Real Estate Group Co., Ltd. August 2012 - April 2014
EY October 2009 - July 2012
UBS Securities Co., Ltd June 2008 - December 2008
Skills
CPA, Corporate Finance, Auditing, Internal Controls, Financial Analysis, Financial Accounting, Strategic Financial..., Management Accounting, Real Estate, Accounting, Cash Flow
Education
University of Michigan 2014 — 2016
Master of Business Administration (MBA)
Tsinghua University 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
The Hong Kong Polytechnic University 2007 — 2008
Exchange students, Accounting and Finance
Kelsey Thomas Kelsey Thomas's UBS Securities Co., Ltd Experience September 2006 - November 2007
Job Administrative Professional
Industry Financial Services
Experience
D.A. Davidson & Co. July 2013 - July 2015
D.A. Davidson & Co. January 2008 - June 2013
UBS Securities Co., Ltd September 2006 - November 2007
LexisNexis October 2005 - August 2006
Law Office of Sheryl Brzuska October 2004 - April 2005
Skills
Administrative..., Data Entry, Outlook, Time Management, Event Planning, Customer Service, Cat Herding, Project Management, Office Management, Front Office, Back Office, Travel Arrangements, Expense Reports, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Publisher, Access, Online Research, Disclosure, Disclosure Statements, Series 63, Series 52, Municipal Bonds, Legal Documents
Education
Juniata College 2000 — 2004
Bachelor of Science (BS), Psychology/Criminal Justice
El Cerrito High School 1996 — 2000
Diploma, Regular/General High School/Secondary Diploma Program
D.A. Davidson & Co. July 2013 - July 2015
D.A. Davidson & Co. January 2008 - June 2013
UBS Securities Co., Ltd September 2006 - November 2007
LexisNexis October 2005 - August 2006
Law Office of Sheryl Brzuska October 2004 - April 2005
Skills
Administrative..., Data Entry, Outlook, Time Management, Event Planning, Customer Service, Cat Herding, Project Management, Office Management, Front Office, Back Office, Travel Arrangements, Expense Reports, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Publisher, Access, Online Research, Disclosure, Disclosure Statements, Series 63, Series 52, Municipal Bonds, Legal Documents
Education
Juniata College 2000 — 2004
Bachelor of Science (BS), Psychology/Criminal Justice
El Cerrito High School 1996 — 2000
Diploma, Regular/General High School/Secondary Diploma Program
Ann (Xinhui) Wu Ann (Xinhui) Wu's UBS Securities Co., Ltd Experience January 2007 - September 2008
Job Experienced professional in asset management and financial services.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2013 - September 2014
UBS Securities Co., Ltd January 2007 - September 2008
Citi May 2005 - December 2006
Citi November 2001 - May 2005
Skills
Asset Allocation, Financial Analysis, Fixed Income Strategies, Investment Strategies, Risk Management, Wealth Management
Education
University of Northern Virginia 2005 — 2006
MBA, Business Administration
Wells Fargo Advisors, LLC January 2013 - September 2014
UBS Securities Co., Ltd January 2007 - September 2008
Citi May 2005 - December 2006
Citi November 2001 - May 2005
Skills
Asset Allocation, Financial Analysis, Fixed Income Strategies, Investment Strategies, Risk Management, Wealth Management
Education
University of Northern Virginia 2005 — 2006
MBA, Business Administration
Brooks Klimley Brooks Klimley's UBS Securities Co., Ltd Experience 1995 - 1998
Job Managing Director at The Silverfern Group
Industry Banking
Experience
Antero Midstream Partners, LP. March 2015 - Present
The Silverfern Group October 2013 - Present
Columbia University 2010 - Present
Brooks J. Klimley & Associates 2009 - September 2013
CIT Energy 2005 - 2007
Citigroup Global Markets, Inc. 2001 - 2004
Bear Stearns & Co. Inc. 1998 - 2001
UBS Securities Co., Ltd 1995 - 1998
Kidder, Peabody & Co. Incorporated 1984 - 1994
Skills
Investment Banking, Corporate Finance, Corporate Development, Strategic Consulting, M&A Advisory Services, Energy Finance, Private Equity, Capital Markets, Equities, Tax Driven Finance, Project Finance, Asset Based Finance, Alternative Investments, Convertible Securities, Natural Resources, Structured Finance, Strategy, Valuation, Venture Capital, Financial Services, Finance, Mergers & Acquisitions, Financial Structuring, Emerging Markets
Education
Oxford University 1979 — 1981
BA/MA, Jurisprudence (Law)
Columbia University in the City of New York 1975 — 1979
BA, Economics and History
Phillips Andover Academy 1971 — 1975
Graduate, Liberal Arts
Antero Midstream Partners, LP. March 2015 - Present
The Silverfern Group October 2013 - Present
Columbia University 2010 - Present
Brooks J. Klimley & Associates 2009 - September 2013
CIT Energy 2005 - 2007
Citigroup Global Markets, Inc. 2001 - 2004
Bear Stearns & Co. Inc. 1998 - 2001
UBS Securities Co., Ltd 1995 - 1998
Kidder, Peabody & Co. Incorporated 1984 - 1994
Skills
Investment Banking, Corporate Finance, Corporate Development, Strategic Consulting, M&A Advisory Services, Energy Finance, Private Equity, Capital Markets, Equities, Tax Driven Finance, Project Finance, Asset Based Finance, Alternative Investments, Convertible Securities, Natural Resources, Structured Finance, Strategy, Valuation, Venture Capital, Financial Services, Finance, Mergers & Acquisitions, Financial Structuring, Emerging Markets
Education
Oxford University 1979 — 1981
BA/MA, Jurisprudence (Law)
Columbia University in the City of New York 1975 — 1979
BA, Economics and History
Phillips Andover Academy 1971 — 1975
Graduate, Liberal Arts
Zidong Zhang Zidong Zhang's UBS Securities Co., Ltd Experience September 2014 - Present
Job Healthcare Financial analyst with in depth industry and scientific background, MBA PhD
Industry Pharmaceuticals
Experience
UBS Securities Co., Ltd September 2014 - Present
Bayer Business Consulting June 2011 - August 2014
Credit Suisse June 2010 - August 2010
Campbell Alliance Consulting January 2010 - May 2010
Boston Medical Center January 2008 - February 2009
Boston University School of Medicine July 2003 - January 2008
Skills
Biotechnology, Lifesciences, Drug Discovery, Data Analysis, Pharmaceutical Industry, Biochemistry, Molecular Biology, Oncology, Cross-functional Team..., Competitive Analysis, Financial Modeling, Medical Devices, Market Research, Clinical Research, Strategy, Business Development, Healthcare, Project Management
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Health Sector Management, Financial Analysis, Strategy
Boston University 2002 — 2008
ph.D, Biochemistry
Fudan University 1998 — 2002
B.S., Chemistry
hua fu
UBS Securities Co., Ltd September 2014 - Present
Bayer Business Consulting June 2011 - August 2014
Credit Suisse June 2010 - August 2010
Campbell Alliance Consulting January 2010 - May 2010
Boston Medical Center January 2008 - February 2009
Boston University School of Medicine July 2003 - January 2008
Skills
Biotechnology, Lifesciences, Drug Discovery, Data Analysis, Pharmaceutical Industry, Biochemistry, Molecular Biology, Oncology, Cross-functional Team..., Competitive Analysis, Financial Modeling, Medical Devices, Market Research, Clinical Research, Strategy, Business Development, Healthcare, Project Management
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Health Sector Management, Financial Analysis, Strategy
Boston University 2002 — 2008
ph.D, Biochemistry
Fudan University 1998 — 2002
B.S., Chemistry
hua fu
Linda Berkman Linda Berkman's UBS Securities Co., Ltd Experience 1991 - 1998
Job Sr. Business Analyst at Town of Oyster Bay
Industry Information Technology and Services
Experience
Town of Oyster Bay February 2014 - Present
sanef its technologies November 2013 - December 2013
MetLife July 2013 - November 2013
Sunergix Inc. September 2012 - July 2013
Tata Consultancy Services March 2012 - November 2012
Credit Suisse March 2007 - April 2011
GSO Capital Partners March 2006 - March 2007
Ivy Asset Management June 2005 - December 2005
Credit Suisse April 2004 - April 2005
UBS Securities Co., Ltd 1991 - 1998
Skills
Business Analysis, SDLC, Investment Banking, Business Process, Software Quality..., CRM, Software Project..., Financial Services, Vendor Management, Process Improvement, Analysis, Business Modeling, Portfolio Management, Business Analytics, Databases, Training, Maximo, BIRT
Education
SUNY Stony Brook
Master of Business Administration (MBA), Project Management Professional Program
State University of New York, Albany, NY
MBA, Finance
Town of Oyster Bay February 2014 - Present
sanef its technologies November 2013 - December 2013
MetLife July 2013 - November 2013
Sunergix Inc. September 2012 - July 2013
Tata Consultancy Services March 2012 - November 2012
Credit Suisse March 2007 - April 2011
GSO Capital Partners March 2006 - March 2007
Ivy Asset Management June 2005 - December 2005
Credit Suisse April 2004 - April 2005
UBS Securities Co., Ltd 1991 - 1998
Skills
Business Analysis, SDLC, Investment Banking, Business Process, Software Quality..., CRM, Software Project..., Financial Services, Vendor Management, Process Improvement, Analysis, Business Modeling, Portfolio Management, Business Analytics, Databases, Training, Maximo, BIRT
Education
SUNY Stony Brook
Master of Business Administration (MBA), Project Management Professional Program
State University of New York, Albany, NY
MBA, Finance
Michael Carley Michael Carley's UBS Securities Co., Ltd Experience April 2001 - March 2008
Job Portfolio Manager/Managing Member of Lutetium Capital
Industry Investment Management
Experience
Lutetium Capital January 2013 - Present
Trilogy Capital LLC April 2008 - January 2013
UBS Securities Co., Ltd April 2001 - March 2008
Bear Stearns 1997 - 2001
US Army 1985 - 2000
Halcyon Asset Management 1994 - 1997
Skills
Hedge Funds, High Yield, Asset Managment, Special Situations, Structured Products, Asset Management, Value Investing, Structured Finance, Investments, Leveraged Finance, Financial Modeling, Valuation, CDS, Equity Valuation, Electronic Trading, Emerging Markets, Series 7, ETFs, Securities, Proprietary Trading, Mezzanine, Options, LBO, Capital Structure, Financial Markets, Trading Strategies, Private Placements, Swaps, Investment Management, Corporate Finance, Buy-side, Hedging, FX Options, Financial Structuring, Equity Trading, Venture Capital, Series 63, Investment Strategies, Asset Allocation, Fund Of Funds, Chartered Financial..., Global Macro, Volatility, Institutional..., Commodity, Trading Systems, Securitization, CDO, Market Making, Fixed Income Analysis
Education
Rutgers, The State University of New Jersey-Newark 1986 — 1989
Bachelors, Economics
Rutgers Graduate School 2006 — 2009
Masters, Economics
Lutetium Capital January 2013 - Present
Trilogy Capital LLC April 2008 - January 2013
UBS Securities Co., Ltd April 2001 - March 2008
Bear Stearns 1997 - 2001
US Army 1985 - 2000
Halcyon Asset Management 1994 - 1997
Skills
Hedge Funds, High Yield, Asset Managment, Special Situations, Structured Products, Asset Management, Value Investing, Structured Finance, Investments, Leveraged Finance, Financial Modeling, Valuation, CDS, Equity Valuation, Electronic Trading, Emerging Markets, Series 7, ETFs, Securities, Proprietary Trading, Mezzanine, Options, LBO, Capital Structure, Financial Markets, Trading Strategies, Private Placements, Swaps, Investment Management, Corporate Finance, Buy-side, Hedging, FX Options, Financial Structuring, Equity Trading, Venture Capital, Series 63, Investment Strategies, Asset Allocation, Fund Of Funds, Chartered Financial..., Global Macro, Volatility, Institutional..., Commodity, Trading Systems, Securitization, CDO, Market Making, Fixed Income Analysis
Education
Rutgers, The State University of New Jersey-Newark 1986 — 1989
Bachelors, Economics
Rutgers Graduate School 2006 — 2009
Masters, Economics
Kevin Graves Kevin Graves's UBS Securities Co., Ltd Experience June 2011 - August 2011
Job AssetBacked Finance; Mortgage Finance at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities July 2012 - June 2014
United States Marine Corps Reserve August 2010 - August 2012
UBS Securities Co., Ltd June 2011 - August 2011
CAPTRUST January 2011 - May 2011
USMC May 2002 - August 2010
Skills
Corporate Finance, Portfolio Management, Financial Modeling, Financial Analysis, Operational Planning, Investments, Risk Management, Business Strategy, Asset Managment, Cross-functional Team..., Strategic Planning, Corporate Financial..., Defense, Security Clearance, Valuation, Finance, Investment Banking, Leadership, Mergers, Due Diligence, Asset Management, Analysis
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA, Financial Analysis, Investment Finance
Colgate University 1998 — 2002
BA, Economics
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities July 2012 - June 2014
United States Marine Corps Reserve August 2010 - August 2012
UBS Securities Co., Ltd June 2011 - August 2011
CAPTRUST January 2011 - May 2011
USMC May 2002 - August 2010
Skills
Corporate Finance, Portfolio Management, Financial Modeling, Financial Analysis, Operational Planning, Investments, Risk Management, Business Strategy, Asset Managment, Cross-functional Team..., Strategic Planning, Corporate Financial..., Defense, Security Clearance, Valuation, Finance, Investment Banking, Leadership, Mergers, Due Diligence, Asset Management, Analysis
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA, Financial Analysis, Investment Finance
Colgate University 1998 — 2002
BA, Economics
Selina(Qian) Wan Selina(Qian) Wan's UBS Securities Co., Ltd Experience July 2011 - July 2011
Job Analyst, Management Consulting & Strategy at Alcoa
Industry Management Consulting
Experience
Alcoa July 2013 - Present
ESW Cornell May 2012 - June 2013
Cornell University August 2012 - December 2012
Highland Capital Management, L.P. July 2012 - August 2012
UBS Securities Co., Ltd July 2011 - July 2011
RBC June 2011 - July 2011
Skills
Financial Analysis, Mandarin, Matlab, Mathematica, Spanish, Research, Energy
Education
Cornell University 2009 — 2013
Bachelor of Science (B.S.), Chemical Engineering
The Hockaday School 2005 — 2009
High School Diploma, General Studies
Wuhan Foreign Languages School 2001 — 2005
Alcoa July 2013 - Present
ESW Cornell May 2012 - June 2013
Cornell University August 2012 - December 2012
Highland Capital Management, L.P. July 2012 - August 2012
UBS Securities Co., Ltd July 2011 - July 2011
RBC June 2011 - July 2011
Skills
Financial Analysis, Mandarin, Matlab, Mathematica, Spanish, Research, Energy
Education
Cornell University 2009 — 2013
Bachelor of Science (B.S.), Chemical Engineering
The Hockaday School 2005 — 2009
High School Diploma, General Studies
Wuhan Foreign Languages School 2001 — 2005
Robert M. Cavazini Robert M. Cavazini's UBS Securities Co., Ltd Experience 1986 - 1993
Job Director, Spotts On Trends
Industry Investment Banking
Experience
Spotts on Trends May 2011 - Present
Bollinger Insurance 2008 - 2010
Morgan Stanley Smith Barney 1998 - 2009
Nikko Securities 1993 - 1995
UBS Securities Co., Ltd 1986 - 1993
Chemical Bank 1973 - 1986
Skills
Financial Analysis, Insurance, Risk Management, Portfolio Management, Investments
Education
Fordham University
Bachelor of Arts, Economics
Archbishop Molloy 1963 — 1967
Fordham University
B.A., Ecnomics
Spotts on Trends May 2011 - Present
Bollinger Insurance 2008 - 2010
Morgan Stanley Smith Barney 1998 - 2009
Nikko Securities 1993 - 1995
UBS Securities Co., Ltd 1986 - 1993
Chemical Bank 1973 - 1986
Skills
Financial Analysis, Insurance, Risk Management, Portfolio Management, Investments
Education
Fordham University
Bachelor of Arts, Economics
Archbishop Molloy 1963 — 1967
Fordham University
B.A., Ecnomics
Timothy Shanahan's UBS Securities Co., Ltd Experience August 1996 - May 2008
Job Director at BMO Capital Markets
Industry Financial Services
Experience
UBS Investment Bank May 2008 - May 2011
UBS Securities Co., Ltd August 1996 - May 2008
Chase Manhattan Bank May 1989 - May 1994
Education
Fordham University - Graduate School of Business Administration 1993 — 1995
MBA, Finance
Providence College 1985 — 1989
Bachelor of Science, Finance
UBS Investment Bank May 2008 - May 2011
UBS Securities Co., Ltd August 1996 - May 2008
Chase Manhattan Bank May 1989 - May 1994
Education
Fordham University - Graduate School of Business Administration 1993 — 1995
MBA, Finance
Providence College 1985 — 1989
Bachelor of Science, Finance
Andrew Gay's UBS Securities Co., Ltd Experience May 2012 - September 2013
Job Portfolio Manager at Verition Fund Management LLC
Industry Financial Services
Experience
Verition Fund Management LLC April 2015 - Present
Carlson Capital, L.P. September 2013 - April 2015
UBS Securities Co., Ltd May 2012 - September 2013
Arc Asset Management Ltd October 2009 - March 2012
Equilibrium Capital Management LLC March 2007 - June 2009
Analysis Group May 2005 - September 2005
Skills
Valuation, Financial Modeling, Bloomberg, Hedge Funds, Private Equity, Equities, Quantitative Analytics, Venture Capital, Due Diligence, Investment Banking, Fixed Income, Corporate Finance, Alternative Investments, Investments, Economics, Capital Markets, Financial Analysis, Data Analysis, Analytics, Derivatives, Asset Management
Education
Stanford University 2003 — 2008
Bachelor of Arts, History
Verition Fund Management LLC April 2015 - Present
Carlson Capital, L.P. September 2013 - April 2015
UBS Securities Co., Ltd May 2012 - September 2013
Arc Asset Management Ltd October 2009 - March 2012
Equilibrium Capital Management LLC March 2007 - June 2009
Analysis Group May 2005 - September 2005
Skills
Valuation, Financial Modeling, Bloomberg, Hedge Funds, Private Equity, Equities, Quantitative Analytics, Venture Capital, Due Diligence, Investment Banking, Fixed Income, Corporate Finance, Alternative Investments, Investments, Economics, Capital Markets, Financial Analysis, Data Analysis, Analytics, Derivatives, Asset Management
Education
Stanford University 2003 — 2008
Bachelor of Arts, History
Christopher Cretella's UBS Securities Co., Ltd Experience 1986 - 1987
Job Mathematics Teacher at Colorado Timberline Academy
Industry Primary/Secondary Education
Experience
Colorado Timberline Academy August 2014 - Present
Los Alamos High School August 2010 - July 2014
Gallup McKinley County Schools August 2009 - July 2010
Saint Bonaventure Indian Mission and School August 2007 - August 2009
Bloomsburg University of Pennsylvania December 2003 - December 2004
Resolution Trust Corporation June 1991 - June 1993
EF Hutton and Co., Inc June 1987 - December 1987
UBS Securities Co., Ltd 1986 - 1987
Carroll, McEntee, and McGinley October 1984 - February 1986
Hillard Faber and Co. 1982 - 1984
Skills
Distance Learning, Instructional Technology, Teaching, Curriculum Design, Staff Development, Curriculum Development, Educational Technology, Classroom, Algebra, Technology Integration, Lesson Planning, Geometry, Classroom Management, E-Learning, Instructional Design, Adult Education
Education
Bloomsburg University of Pennsylvania 2005 — 2006
M Ed, Curriculum and Instruction
Bloomsburg University of Pennsylvania 2002 — 2003
MSIT, Instructional Technology
Skidmore College 1977 — 1982
BA, Economics-Mathematics
Colorado Timberline Academy August 2014 - Present
Los Alamos High School August 2010 - July 2014
Gallup McKinley County Schools August 2009 - July 2010
Saint Bonaventure Indian Mission and School August 2007 - August 2009
Bloomsburg University of Pennsylvania December 2003 - December 2004
Resolution Trust Corporation June 1991 - June 1993
EF Hutton and Co., Inc June 1987 - December 1987
UBS Securities Co., Ltd 1986 - 1987
Carroll, McEntee, and McGinley October 1984 - February 1986
Hillard Faber and Co. 1982 - 1984
Skills
Distance Learning, Instructional Technology, Teaching, Curriculum Design, Staff Development, Curriculum Development, Educational Technology, Classroom, Algebra, Technology Integration, Lesson Planning, Geometry, Classroom Management, E-Learning, Instructional Design, Adult Education
Education
Bloomsburg University of Pennsylvania 2005 — 2006
M Ed, Curriculum and Instruction
Bloomsburg University of Pennsylvania 2002 — 2003
MSIT, Instructional Technology
Skidmore College 1977 — 1982
BA, Economics-Mathematics
Larry Link's UBS Securities Co., Ltd Experience 1993 - 1996
Job Principal/President Level Group Real Estate Brokerage and Development
Industry Real Estate
Experience
LevelGroup.com June 2010 - Present
Brite Equities, Inc. 2008 - Present
Pari Passu Realty Corp. 2006 - June 2010
Larry Link Photography September 1996 - September 2007
UBS Securities Co., Ltd 1993 - 1996
Merrill Lynch & Co. July 1991 - October 1993
Skills
Photography, Start-ups, Money Management, Real Estate, Residential, Negotiation, Communication, Deal Maker, Residential Homes, Real Estate Transactions, Investment Properties, Leases, Brokerage, Deal Execution, Sellers, Apartments, Real Property, Commercial Real Estate, Condos, Team Leadership, Investors, Real Estate Development
Education
Indiana University Bloomington 1986 — 1991
Bachelor's degree, Finance and Psychology
LevelGroup.com June 2010 - Present
Brite Equities, Inc. 2008 - Present
Pari Passu Realty Corp. 2006 - June 2010
Larry Link Photography September 1996 - September 2007
UBS Securities Co., Ltd 1993 - 1996
Merrill Lynch & Co. July 1991 - October 1993
Skills
Photography, Start-ups, Money Management, Real Estate, Residential, Negotiation, Communication, Deal Maker, Residential Homes, Real Estate Transactions, Investment Properties, Leases, Brokerage, Deal Execution, Sellers, Apartments, Real Property, Commercial Real Estate, Condos, Team Leadership, Investors, Real Estate Development
Education
Indiana University Bloomington 1986 — 1991
Bachelor's degree, Finance and Psychology
Judith Flynn's UBS Securities Co., Ltd Experience February 2001 - May 2003
Job Partner at Bryant Park Financial Communications
Industry Public Relations and Communications
Experience
Bryant Park Financial Communications May 2011 - Present
Kreab Gavin Anderson September 2010 - May 2011
JFE Consulting July 2009 - September 2010
Edelman PR October 2003 - June 2009
UBS Securities Co., Ltd February 2001 - May 2003
Bear Stearns February 2000 - February 2001
BBVA 1998 - 1999
Skills
Investor Relations, Corporate Communications, Internal Communications, Strategy, Positioning, Equity Research, Financial Communications, Fixed Income, Crisis Communications, Strategic Communications, Media Relations, Reputation Management, Message Development, Public Affairs, Press Releases, Communication Training, Speech Writing, Public Relations, Thought Leadership, Crisis Management
Education
Columbia University - School of International and Public Affairs
MIA, International Finance and Latin America
Dartmouth College
Bachelor of Arts (B.A.), Latin American Studies / Spanish minor
Bryant Park Financial Communications May 2011 - Present
Kreab Gavin Anderson September 2010 - May 2011
JFE Consulting July 2009 - September 2010
Edelman PR October 2003 - June 2009
UBS Securities Co., Ltd February 2001 - May 2003
Bear Stearns February 2000 - February 2001
BBVA 1998 - 1999
Skills
Investor Relations, Corporate Communications, Internal Communications, Strategy, Positioning, Equity Research, Financial Communications, Fixed Income, Crisis Communications, Strategic Communications, Media Relations, Reputation Management, Message Development, Public Affairs, Press Releases, Communication Training, Speech Writing, Public Relations, Thought Leadership, Crisis Management
Education
Columbia University - School of International and Public Affairs
MIA, International Finance and Latin America
Dartmouth College
Bachelor of Arts (B.A.), Latin American Studies / Spanish minor
Andy Vissicchio's UBS Securities Co., Ltd Experience February 1992 - February 1998
Job Municipal Bond Broker at Tradition Asiel Securities Inc.
Industry Fine Art
Experience
Tradition Asiel Securities Inc. September 2012 - Present
Artistic Ventures, Inc. July 2007 - September 2012
BILLYARTNYC STUDIOS June 2007 - September 2012
Momentum Trading Partners October 2008 - November 2009
Calyon/Credit Agricole August 2007 - October 2008
Lazard Capital Markets February 1998 - February 2005
UBS Securities Co., Ltd February 1992 - February 1998
Skills
Equity Trading, Equities, Municipal Bonds, Alternative Investments, Hedge Funds, Trading, Business Development, Series 7, Bloomberg
Education
Stetson University 1983 — 1986
Bachelor of Business Administration (B.B.A.), Marketing
Tradition Asiel Securities Inc. September 2012 - Present
Artistic Ventures, Inc. July 2007 - September 2012
BILLYARTNYC STUDIOS June 2007 - September 2012
Momentum Trading Partners October 2008 - November 2009
Calyon/Credit Agricole August 2007 - October 2008
Lazard Capital Markets February 1998 - February 2005
UBS Securities Co., Ltd February 1992 - February 1998
Skills
Equity Trading, Equities, Municipal Bonds, Alternative Investments, Hedge Funds, Trading, Business Development, Series 7, Bloomberg
Education
Stetson University 1983 — 1986
Bachelor of Business Administration (B.B.A.), Marketing
Todd Nicholls's UBS Securities Co., Ltd Experience February 1996 - April 1998
Job Director of Information Technology at EILEEN FISHER, INC.
Industry Apparel & Fashion
Experience
EILEEN FISHER, INC. January 2015 - Present
EILEEN FISHER, INC. June 2013 - January 2015
EILEEN FISHER, INC. October 2010 - June 2013
EILEEN FISHER, INC. October 2005 - October 2010
EILEEN FISHER, INC. April 2003 - October 2005
Streamline Data Management Corp. April 1998 - April 2003
UBS Securities Co., Ltd February 1996 - April 1998
Union Bank of Switzerland August 1995 - November 1995
Various Clients October 1993 - July 1995
Ralsey Group Limited April 1988 - September 1993
Skills
Apparel, Enterprise Software, Fashion, Retail, Inventory Management, Team Leadership, Management, Program Management, Leadership, Strategic Planning, Trend Analysis, Project Management, Strategy, Cross-functional Team..., Business Management, Organizational Structure, Development Of Employees, Operations Management, IT Operations, Client-server..., Application Portfolio..., Database Management, Business Process..., Budgeting, Financial Analysis, Vendor Relationship..., Contract Negotiation, Independent Consulting, Computer Software..., Import Logistics, Shipping & Receiving, Accounts Receivable /...
Education
New York University
Bachelor’s Degree, Economics
EILEEN FISHER, INC. January 2015 - Present
EILEEN FISHER, INC. June 2013 - January 2015
EILEEN FISHER, INC. October 2010 - June 2013
EILEEN FISHER, INC. October 2005 - October 2010
EILEEN FISHER, INC. April 2003 - October 2005
Streamline Data Management Corp. April 1998 - April 2003
UBS Securities Co., Ltd February 1996 - April 1998
Union Bank of Switzerland August 1995 - November 1995
Various Clients October 1993 - July 1995
Ralsey Group Limited April 1988 - September 1993
Skills
Apparel, Enterprise Software, Fashion, Retail, Inventory Management, Team Leadership, Management, Program Management, Leadership, Strategic Planning, Trend Analysis, Project Management, Strategy, Cross-functional Team..., Business Management, Organizational Structure, Development Of Employees, Operations Management, IT Operations, Client-server..., Application Portfolio..., Database Management, Business Process..., Budgeting, Financial Analysis, Vendor Relationship..., Contract Negotiation, Independent Consulting, Computer Software..., Import Logistics, Shipping & Receiving, Accounts Receivable /...
Education
New York University
Bachelor’s Degree, Economics
Joe Jarchow's UBS Securities Co., Ltd Experience October 2010 - March 2013
Job Prediction Trading and Operations at Prediction Company, a Millennium Platform company
Industry Computer Software
Experience
Prediction Company, a Millennium Platform company April 2013 - Present
UBS Securities Co., Ltd October 2010 - March 2013
Prediction Company July 2004 - September 2010
Skills
Trading Systems, Electronic Trading, Equities, SQL, C, C#, Unix, Python, Visual Studio, Bloomberg, Trading, Market Data, Derivatives, Low Latency, High Frequency Trading, Software Development, Proprietary Trading, C, Hedge Funds, Solaris, Linux, Perl
Education
University of Colorado Boulder 2000 — 2005
Bachelor of Science (BS), Computer Science
Prediction Company, a Millennium Platform company April 2013 - Present
UBS Securities Co., Ltd October 2010 - March 2013
Prediction Company July 2004 - September 2010
Skills
Trading Systems, Electronic Trading, Equities, SQL, C, C#, Unix, Python, Visual Studio, Bloomberg, Trading, Market Data, Derivatives, Low Latency, High Frequency Trading, Software Development, Proprietary Trading, C, Hedge Funds, Solaris, Linux, Perl
Education
University of Colorado Boulder 2000 — 2005
Bachelor of Science (BS), Computer Science
Mike Grippo's UBS Securities Co., Ltd Experience April 1995 - April 1997
Job Vice President Corporate Development at CR Bard
Industry Medical Devices
Experience
CR Bard December 2010 - Present
Hill-Rom Holdings Inc. June 2006 - December 2010
SunTrust Robinson Humphrey March 2005 - June 2006
Welch Allyn June 2003 - March 2005
SG Cowen April 1997 - April 2003
UBS Securities Co., Ltd April 1995 - April 1997
Dillon, Read & Co. Inc. December 1992 - April 1995
Skills
Strategic Planning, Business Development, Investor Relations, Market Research, Team Building, Capital Allocation, Strategy Execution, Mergers, Medical Devices, Business Strategy, Corporate Development
Education
Princeton University 1987 — 1991
AB, Economics and Political Science
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance
CR Bard December 2010 - Present
Hill-Rom Holdings Inc. June 2006 - December 2010
SunTrust Robinson Humphrey March 2005 - June 2006
Welch Allyn June 2003 - March 2005
SG Cowen April 1997 - April 2003
UBS Securities Co., Ltd April 1995 - April 1997
Dillon, Read & Co. Inc. December 1992 - April 1995
Skills
Strategic Planning, Business Development, Investor Relations, Market Research, Team Building, Capital Allocation, Strategy Execution, Mergers, Medical Devices, Business Strategy, Corporate Development
Education
Princeton University 1987 — 1991
AB, Economics and Political Science
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance
Priti Ramachandran's UBS Securities Co., Ltd Experience October 2014 - January 2015
Job Senior Manager, Business Analytics & Insights GEP at Pfizer
Industry Biotechnology
Experience
Pfizer June 2015 - Present
Private Consulting April 2013 - Present
UBS Securities Co., Ltd October 2014 - January 2015
Decision Resources 2012 - February 2013
Perceptive Informatics/PAREXEL International September 2004 - 2011
Harvard Institute of Medicine 2002 - 2004
Skills
Clinical Trials, Biotechnology, Medical Devices, Analysis, Pharmaceutical Industry, FDA, Clinical Development, Clinical Research, Lifesciences, Oncology, GCP, CRO, CTMS, Validation, Cardiology, Market Research, Managed Markets..., Managed Care, Respiratory Disease, Infectious Diseases, Neurology, Rheumatology, Gout, PONV, HCV, Stem Cell Transplant, Commercialization, Competitive Intelligence, Market Access, Life Sciences, Protein Chemistry
Education
Cornell University 2012 — 2014
Master of Business Administration (M.B.A.)
Harvard University 2007 — 2011
Masters, Biotechnology and Project Management
Boston University 1998 — 2002
Bachelors of Science, Biomedical Engineering
Pfizer June 2015 - Present
Private Consulting April 2013 - Present
UBS Securities Co., Ltd October 2014 - January 2015
Decision Resources 2012 - February 2013
Perceptive Informatics/PAREXEL International September 2004 - 2011
Harvard Institute of Medicine 2002 - 2004
Skills
Clinical Trials, Biotechnology, Medical Devices, Analysis, Pharmaceutical Industry, FDA, Clinical Development, Clinical Research, Lifesciences, Oncology, GCP, CRO, CTMS, Validation, Cardiology, Market Research, Managed Markets..., Managed Care, Respiratory Disease, Infectious Diseases, Neurology, Rheumatology, Gout, PONV, HCV, Stem Cell Transplant, Commercialization, Competitive Intelligence, Market Access, Life Sciences, Protein Chemistry
Education
Cornell University 2012 — 2014
Master of Business Administration (M.B.A.)
Harvard University 2007 — 2011
Masters, Biotechnology and Project Management
Boston University 1998 — 2002
Bachelors of Science, Biomedical Engineering
Hitesh Kumar's UBS Securities Co., Ltd Experience December 2009 - Present
Job Executive Director at UBS Securities Co., Ltd
Industry Financial Services
Experience
UBS Securities Co., Ltd December 2009 - Present
Merrill Lynch June 2007 - July 2009
Deutsche Bank June 2005 - April 2007
Wachovia 1999 - 2002
Skills
Financial Modeling, Securitization, Special Situations, Fixed Income, Credit Derivatives, Investment Banking, Hedge Funds, Capital Markets, Equities, Valuation, Derivatives, Private Equity, Emerging Markets, Corporate Finance, Bloomberg, Alternative Investments, Equity Derivatives, Portfolio Management, Investments, Bonds, Swaps
Education
University of Pennsylvania - The Wharton School 2003 — 2005
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1999
BSBA, Finance, Mathematics
UBS Securities Co., Ltd December 2009 - Present
Merrill Lynch June 2007 - July 2009
Deutsche Bank June 2005 - April 2007
Wachovia 1999 - 2002
Skills
Financial Modeling, Securitization, Special Situations, Fixed Income, Credit Derivatives, Investment Banking, Hedge Funds, Capital Markets, Equities, Valuation, Derivatives, Private Equity, Emerging Markets, Corporate Finance, Bloomberg, Alternative Investments, Equity Derivatives, Portfolio Management, Investments, Bonds, Swaps
Education
University of Pennsylvania - The Wharton School 2003 — 2005
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1999
BSBA, Finance, Mathematics
Eileen Rong's UBS Securities Co., Ltd Experience August 1994 - July 1996
Job Senior Financial Officer at International Finance Corporation
Industry Investment Management
Experience
World Bank Group September 2014 - Present
IFC - International Finance Corporation January 2003 - September 2014
Standish Mellon Asset Management September 1998 - December 2003
UBS Securities Co., Ltd August 1994 - July 1996
Citi August 1992 - August 1994
Skills
Capital Markets, Corporate Finance, Financial Analysis, Portfolio Management, Investments, Emerging Markets, Derivatives, Risk Management, Economics, Fixed Income, Investment Banking
Education
Brandeis International Business School 1996 — 1998
MBA, Finance & Economics
Fudan University 1988 — 1992
B.S., Management Science
World Bank Group September 2014 - Present
IFC - International Finance Corporation January 2003 - September 2014
Standish Mellon Asset Management September 1998 - December 2003
UBS Securities Co., Ltd August 1994 - July 1996
Citi August 1992 - August 1994
Skills
Capital Markets, Corporate Finance, Financial Analysis, Portfolio Management, Investments, Emerging Markets, Derivatives, Risk Management, Economics, Fixed Income, Investment Banking
Education
Brandeis International Business School 1996 — 1998
MBA, Finance & Economics
Fudan University 1988 — 1992
B.S., Management Science
Lari Bazargan, CPA's UBS Securities Co., Ltd Experience May 2011 - February 2012
Job Analyst at Charter Bridge Capital
Industry Accounting
Experience
Charter Bridge Capital February 2012 - Present
UBS Securities Co., Ltd May 2011 - February 2012
UBS Securities Co., Ltd August 2009 - May 2011
UBS Investment Bank June 2008 - August 2009
PricewaterhouseCoopers LLP July 2006 - June 2008
Skills
Equity Valuation, Telecommunications, Equity Research, Valuation, Financial Analysis, Financial Modeling, Strategy, Bloomberg, Equities, Investment Banking
Education
University at Albany, SUNY 2004 — 2006
Master of Science, Accountancy
Charter Bridge Capital February 2012 - Present
UBS Securities Co., Ltd May 2011 - February 2012
UBS Securities Co., Ltd August 2009 - May 2011
UBS Investment Bank June 2008 - August 2009
PricewaterhouseCoopers LLP July 2006 - June 2008
Skills
Equity Valuation, Telecommunications, Equity Research, Valuation, Financial Analysis, Financial Modeling, Strategy, Bloomberg, Equities, Investment Banking
Education
University at Albany, SUNY 2004 — 2006
Master of Science, Accountancy
Rana Chammaa's UBS Securities Co., Ltd Experience 2014 - 2014
Job Executive Director Head of Rates and Credit eDistribution (Americas)
Industry Investment Banking
Experience
UBS Securities Co., Ltd 2014 - 2014
UBS Investment Bank March 2013 - November 2013
UBS Investment Bank November 2009 - March 2013
UBS October 2004 - October 2009
Skills
Fixed Income, Derivatives, Electronic Trading, Equities, Bloomberg, Trading Systems, Investment Banking, Hedge Funds, Equity Derivatives, Trading, Middle Office, Market Data, Capital Markets, Options, Financial Markets, Interest Rate..., FX Options, Credit Derivatives, Structured Products, Bonds, Alternative Investments, Emerging Markets
Education
King's College London, U. of London
BSc Biomedical Sciences / MSc International Management
UBS Securities Co., Ltd 2014 - 2014
UBS Investment Bank March 2013 - November 2013
UBS Investment Bank November 2009 - March 2013
UBS October 2004 - October 2009
Skills
Fixed Income, Derivatives, Electronic Trading, Equities, Bloomberg, Trading Systems, Investment Banking, Hedge Funds, Equity Derivatives, Trading, Middle Office, Market Data, Capital Markets, Options, Financial Markets, Interest Rate..., FX Options, Credit Derivatives, Structured Products, Bonds, Alternative Investments, Emerging Markets
Education
King's College London, U. of London
BSc Biomedical Sciences / MSc International Management
Rhonda Sexer-Levy's UBS Securities Co., Ltd Experience April 1990 - October 1998
Job Vice President Institutional Sales at RF Lafferty & Co., Inc
Industry Investment Management
Experience
RF Lafferty & Co., Inc December 2014 - Present
Miller Tabak June 2004 - November 2014
Access Securities November 1998 - June 2004
UBS Securities Co., Ltd April 1990 - October 1998
Paramount Capital May 1987 - April 1990
Drexel Burnham Lambert September 1980 - April 1987
Skills
Options, Equities, Research Sales, Hedge Funds, ETFs, Series 7, 63, 55, 3, Trading, Derivatives, Research, Equity Trading, Bloomberg, Equity Derivatives, Technical Analysis, Hedging, Series 7, Options Strategies, Portfolio Management, Electronic Trading
Education
State University of New York at Albany 1976 — 1980
BS/Bus Admin, Marketing and Statistics
RF Lafferty & Co., Inc December 2014 - Present
Miller Tabak June 2004 - November 2014
Access Securities November 1998 - June 2004
UBS Securities Co., Ltd April 1990 - October 1998
Paramount Capital May 1987 - April 1990
Drexel Burnham Lambert September 1980 - April 1987
Skills
Options, Equities, Research Sales, Hedge Funds, ETFs, Series 7, 63, 55, 3, Trading, Derivatives, Research, Equity Trading, Bloomberg, Equity Derivatives, Technical Analysis, Hedging, Series 7, Options Strategies, Portfolio Management, Electronic Trading
Education
State University of New York at Albany 1976 — 1980
BS/Bus Admin, Marketing and Statistics
Chintan Desai's UBS Securities Co., Ltd Experience June 2013 - August 2013
Job MBA Candidate at the Tepper School of Business, Carnegie Mellon University
Industry Oil & Energy
Experience
UBS Securities Co., Ltd June 2013 - August 2013
Osaka Gas Energy America July 2010 - July 2012
Rothschild July 2007 - July 2010
Skills
Energy Industry, Renewable Energy, Power Generation, Natural Gas, Solar, Infrastructure Projects, Origination, Asset Management, Financial Analysis, Financial Modeling, Valuation, Due Diligence, Market Research, Investment Banking, Corporate Finance, Accounting, Energy, Investments
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2014
Master of Business Administration (MBA)
Georgetown University - The McDonough School of Business 2003 — 2007
Bachelor of Science (B.S.), Finance; Operations & Information Management
UBS Securities Co., Ltd June 2013 - August 2013
Osaka Gas Energy America July 2010 - July 2012
Rothschild July 2007 - July 2010
Skills
Energy Industry, Renewable Energy, Power Generation, Natural Gas, Solar, Infrastructure Projects, Origination, Asset Management, Financial Analysis, Financial Modeling, Valuation, Due Diligence, Market Research, Investment Banking, Corporate Finance, Accounting, Energy, Investments
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2014
Master of Business Administration (MBA)
Georgetown University - The McDonough School of Business 2003 — 2007
Bachelor of Science (B.S.), Finance; Operations & Information Management
Jonathan Lii's UBS Securities Co., Ltd Experience April 2010 - May 2011
Job Strategy Consultant
Industry Financial Services
Experience
IBM August 2014 - September 2015
Ten Ren Tea May 2011 - June 2012
UBS Securities Co., Ltd April 2010 - May 2011
Orion Capital Management September 2009 - April 2010
Community Lab - Partnered with Earth Institute January 2009 - September 2009
Lehman Brothers June 2006 - September 2008
Skills
Equities, Corporate Finance, Investments, Strategy, Trading, Fixed Income, Data Analysis, Valuation, Financial Modeling, Analysis, Management Consulting, Financial Analysis, Mutual Funds, R, Business Analytics, Portfolio Management, Consulting, Project Management, Analytics, Python
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Strategy, Marketing, and Finance
Massachusetts Institute of Technology 2002 — 2006
Bachelor of Science (B.S.), Mathematics and Management
IBM August 2014 - September 2015
Ten Ren Tea May 2011 - June 2012
UBS Securities Co., Ltd April 2010 - May 2011
Orion Capital Management September 2009 - April 2010
Community Lab - Partnered with Earth Institute January 2009 - September 2009
Lehman Brothers June 2006 - September 2008
Skills
Equities, Corporate Finance, Investments, Strategy, Trading, Fixed Income, Data Analysis, Valuation, Financial Modeling, Analysis, Management Consulting, Financial Analysis, Mutual Funds, R, Business Analytics, Portfolio Management, Consulting, Project Management, Analytics, Python
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Strategy, Marketing, and Finance
Massachusetts Institute of Technology 2002 — 2006
Bachelor of Science (B.S.), Mathematics and Management
Kevin Yuchan Lee's UBS Securities Co., Ltd Experience May 2010 - January 2013
Job Manager at Humax
Industry Financial Services
Experience
Humax February 2013 - Present
UBS Securities Co., Ltd May 2010 - January 2013
Woori Global Markets Asia Limited April 2008 - April 2010
Avis Budget Group April 2007 - February 2008
Skills
Valuation, Equities, Fixed Income, Corporate Finance, Capital Markets, Investment Banking, Derivatives, Bloomberg Terminal, Investments, Finance, Due Diligence, Financial Markets, Data Analysis, Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
Bachelor of Science (B.S.), Finance
Humax February 2013 - Present
UBS Securities Co., Ltd May 2010 - January 2013
Woori Global Markets Asia Limited April 2008 - April 2010
Avis Budget Group April 2007 - February 2008
Skills
Valuation, Equities, Fixed Income, Corporate Finance, Capital Markets, Investment Banking, Derivatives, Bloomberg Terminal, Investments, Finance, Due Diligence, Financial Markets, Data Analysis, Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
Bachelor of Science (B.S.), Finance
adam franco's UBS Securities Co., Ltd Experience October 2004 - March 2006
Job Client Services Specialist at Broadridge
Industry Financial Services
Experience
Broadridge February 2015 - Present
Liquidnet March 2006 - September 2014
UBS Securities Co., Ltd October 2004 - March 2006
Skills
Salesforce.com, Electronic Trading, Equity Trading, Equities, Trading Systems, Series 7, Options, Financial Markets, Trading, Securities, Bloomberg, Series 63, Financial Services, Hedge Funds, Equity Derivatives, FINRA, Middle Office, Bloomberg Terminal, Restaurant Management, Waiting, Sales Operations, Relationship Management
Education
Stony Brook University 1994 — 1998
B.A., Political Science
Monsignor Farrell
Broadridge February 2015 - Present
Liquidnet March 2006 - September 2014
UBS Securities Co., Ltd October 2004 - March 2006
Skills
Salesforce.com, Electronic Trading, Equity Trading, Equities, Trading Systems, Series 7, Options, Financial Markets, Trading, Securities, Bloomberg, Series 63, Financial Services, Hedge Funds, Equity Derivatives, FINRA, Middle Office, Bloomberg Terminal, Restaurant Management, Waiting, Sales Operations, Relationship Management
Education
Stony Brook University 1994 — 1998
B.A., Political Science
Monsignor Farrell
Michael Wiblishauser's UBS Securities Co., Ltd Experience September 1987 - June 1992
Job Client Relationship Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2010 - Present
BNY Mellon January 2007 - March 2009
BANK OF NEW YORK MELLON February 2007 - March 2008
JPMorgan Chase April 2005 - February 2007
JPMorgan Chase January 1996 - April 2005
Credit Suisse May 1992 - May 1996
CS FIRST BOSTON January 1992 - January 1996
UBS Securities Co., Ltd September 1987 - June 1992
Skills
Fixed Income, Financial Services, Risk Management, Derivatives, Securities, Banking, Hedge Funds, Investments, Asset Management, Trading, Mutual Funds, Financial Risk, Settlement, Prime Brokerage
Education
Fordham Gabelli School of Business
MBA, Finance
Hartwick College
Bachelor of Science (BS), Accounting and Finance
JPMorgan Chase March 2010 - Present
BNY Mellon January 2007 - March 2009
BANK OF NEW YORK MELLON February 2007 - March 2008
JPMorgan Chase April 2005 - February 2007
JPMorgan Chase January 1996 - April 2005
Credit Suisse May 1992 - May 1996
CS FIRST BOSTON January 1992 - January 1996
UBS Securities Co., Ltd September 1987 - June 1992
Skills
Fixed Income, Financial Services, Risk Management, Derivatives, Securities, Banking, Hedge Funds, Investments, Asset Management, Trading, Mutual Funds, Financial Risk, Settlement, Prime Brokerage
Education
Fordham Gabelli School of Business
MBA, Finance
Hartwick College
Bachelor of Science (BS), Accounting and Finance
Anurag Tiwari's UBS Securities Co., Ltd Experience August 2010 - August 2013
Job Emerging Markets Trading and Structuring
Industry Investment Banking
Experience
Deutsche Bank August 2013 - Present
UBS Securities Co., Ltd August 2010 - August 2013
Barclays Capital May 2006 - February 2011
Sapient 2003 - 2004
Skills
Derivatives, Fixed Income, Trading, Emerging Markets, Risk Management, Financial Structuring
Education
Indian Institute of Management, Bangalore 2004 — 2006
Master of Business Administration (MBA)
Netaji Subhas Institute of Technology 1999 — 2003
BE, Computer Engineering
Delhi Public School - Vasant Kunj
Deutsche Bank August 2013 - Present
UBS Securities Co., Ltd August 2010 - August 2013
Barclays Capital May 2006 - February 2011
Sapient 2003 - 2004
Skills
Derivatives, Fixed Income, Trading, Emerging Markets, Risk Management, Financial Structuring
Education
Indian Institute of Management, Bangalore 2004 — 2006
Master of Business Administration (MBA)
Netaji Subhas Institute of Technology 1999 — 2003
BE, Computer Engineering
Delhi Public School - Vasant Kunj
Jim Brucia, CFA's UBS Securities Co., Ltd Experience 1993 - 1994
Job Managing Director, Head of US Syndicate at BBVA Securities Inc.
Industry Financial Services
Experience
BBVA Securities Inc. November 2010 - Present
Mitsubishi UFJ Securities 2009 - 2009
RBS Greenwich Capital 2006 - 2008
HSBC Securities 2001 - 2006
JP Morgan Chase 1993 - 2001
UBS Securities Co., Ltd 1993 - 1994
UBS Securities Co., Ltd 1993 - 1994
Skills
Fixed Income, Loan Origination, Capital Markets, Investment Banking, Derivatives, Structured Finance, Hedge Funds, Bond Markets, Structured Products, Trading, Bonds, Portfolio Management, Equities, Financial Markets, Emerging Markets, Credit Derivatives
Education
University of Pennsylvania - The Wharton School 1982 — 1986
BS Economics, Finance, Political Science
BBVA Securities Inc. November 2010 - Present
Mitsubishi UFJ Securities 2009 - 2009
RBS Greenwich Capital 2006 - 2008
HSBC Securities 2001 - 2006
JP Morgan Chase 1993 - 2001
UBS Securities Co., Ltd 1993 - 1994
UBS Securities Co., Ltd 1993 - 1994
Skills
Fixed Income, Loan Origination, Capital Markets, Investment Banking, Derivatives, Structured Finance, Hedge Funds, Bond Markets, Structured Products, Trading, Bonds, Portfolio Management, Equities, Financial Markets, Emerging Markets, Credit Derivatives
Education
University of Pennsylvania - The Wharton School 1982 — 1986
BS Economics, Finance, Political Science
Christopher Mulshine's UBS Securities Co., Ltd Experience March 2005 - March 2008
Job Managing Director at Credit Suisse Securities, L.L.C.
Industry Investment Banking
Experience
Credit Suisse Securities, L.L.C. March 2008 - Present
UBS Securities Co., Ltd March 2005 - March 2008
Forester Capital April 2003 - March 2005
Goldman Sachs August 2001 - April 2003
Goldman Sachs August 1995 - July 1999
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Finance
Denison University 1988 — 1992
BA, Economics
Credit Suisse Securities, L.L.C. March 2008 - Present
UBS Securities Co., Ltd March 2005 - March 2008
Forester Capital April 2003 - March 2005
Goldman Sachs August 2001 - April 2003
Goldman Sachs August 1995 - July 1999
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Finance
Denison University 1988 — 1992
BA, Economics
Edmund Fahey's UBS Securities Co., Ltd Experience March 2009 - Present
Job at UBS Securities Co., Ltd
Industry Investment Banking
Experience
UBS Securities Co., Ltd March 2009 - Present
Effective Trade June 2005 - June 2008
Education
Northeastern Illinois University 1978 — 1984
BA, Economics Political Science
UBS Securities Co., Ltd March 2009 - Present
Effective Trade June 2005 - June 2008
Education
Northeastern Illinois University 1978 — 1984
BA, Economics Political Science
Jordan Cahn's UBS Securities Co., Ltd Experience July 2011 - December 2012
Job Managing Director at Cantor Fitzgerald
Industry Investment Banking
Experience
Cantor Fitzgerald June 2013 - Present
UBS Securities Co., Ltd July 2011 - December 2012
Morgan Stanley May 2000 - July 2011
Bear Stearns April 1999 - May 2000
JPMorgan Chase March 1996 - April 1999
Libra Investments February 1995 - March 1996
Berlack, Israels & Liberman August 1992 - February 1995
Mayer Brown September 1989 - September 1992
Skills
Hedge Funds, Fixed Income, Credit, Syndications, Capital Markets, High Yield, Long/Short Debt & Equity, Alternative Investments, Global Macro, Investment Strategies, Short Sales, Special Situations, Leveraged Finance, Municipal Bonds, CLO, Credit Derivatives, CDS, Derivatives, Structured Finance, Index Arbitrage, Sovereign Debt, Convertible Arbitrage, Market Analysis, Financial Statement..., Chapter 11, Debt Restructuring, Corporate Finance, Legal Research, Legal Issues, Legal Advice, Legal Real Estate..., Legal Leveraged Lending, Bonds
Education
Indiana University School of Law—Bloomington 1986 — 1989
JD, Law
Syracuse University - Maxwell School of Citizenship and Public Affairs 1981 — 1985
Bachelor's degree, International Relations and Affairs
Cantor Fitzgerald June 2013 - Present
UBS Securities Co., Ltd July 2011 - December 2012
Morgan Stanley May 2000 - July 2011
Bear Stearns April 1999 - May 2000
JPMorgan Chase March 1996 - April 1999
Libra Investments February 1995 - March 1996
Berlack, Israels & Liberman August 1992 - February 1995
Mayer Brown September 1989 - September 1992
Skills
Hedge Funds, Fixed Income, Credit, Syndications, Capital Markets, High Yield, Long/Short Debt & Equity, Alternative Investments, Global Macro, Investment Strategies, Short Sales, Special Situations, Leveraged Finance, Municipal Bonds, CLO, Credit Derivatives, CDS, Derivatives, Structured Finance, Index Arbitrage, Sovereign Debt, Convertible Arbitrage, Market Analysis, Financial Statement..., Chapter 11, Debt Restructuring, Corporate Finance, Legal Research, Legal Issues, Legal Advice, Legal Real Estate..., Legal Leveraged Lending, Bonds
Education
Indiana University School of Law—Bloomington 1986 — 1989
JD, Law
Syracuse University - Maxwell School of Citizenship and Public Affairs 1981 — 1985
Bachelor's degree, International Relations and Affairs
Paul Fuda's UBS Securities Co., Ltd Experience 2006 - 2012
Job Executive Director at SMBC Nikko Securities America, Inc.
Industry Financial Services
Experience
SMBC Nikko Securities America, Inc. December 2013 - Present
UBS Securities Co., Ltd 2006 - 2012
MACQUARIE SECURITIES 2004 - 2006
King Industries 1995 - 2005
Skills
Investment Banking, Equities, Financial Markets, Capital Markets, Trading
Education
The University of Connecticut 1984 — 1989
BS, Chemistry
Fairfield University
MBA, Finance
SMBC Nikko Securities America, Inc. December 2013 - Present
UBS Securities Co., Ltd 2006 - 2012
MACQUARIE SECURITIES 2004 - 2006
King Industries 1995 - 2005
Skills
Investment Banking, Equities, Financial Markets, Capital Markets, Trading
Education
The University of Connecticut 1984 — 1989
BS, Chemistry
Fairfield University
MBA, Finance
jose payamps's UBS Securities Co., Ltd Experience April 1987 - Present
Job Associate Director at UBS Investment Bank
Industry Financial Services
Experience
UBS April 1987 - Present
UBS Investment Bank April 1987 - Present
UBS Securities Co., Ltd April 1987 - Present
UBS Investment Bank April 1987 - Present
Education
New Jersey City University 1984 — 1989
Business Management, Business
hoboken high school 1980 — 1984
UBS April 1987 - Present
UBS Investment Bank April 1987 - Present
UBS Securities Co., Ltd April 1987 - Present
UBS Investment Bank April 1987 - Present
Education
New Jersey City University 1984 — 1989
Business Management, Business
hoboken high school 1980 — 1984
Mike Chisick's UBS Securities Co., Ltd Experience July 2003 - July 2007
Job Bank of Hawaii
Industry Financial Services
Experience
Bank of Hawaii June 2011 - Present
Nomura Securities August 2007 - July 2010
UBS Securities Co., Ltd July 2003 - July 2007
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance
Union College 1992 — 1996
BA, East Asian Studies, Japanese
Bank of Hawaii June 2011 - Present
Nomura Securities August 2007 - July 2010
UBS Securities Co., Ltd July 2003 - July 2007
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance
Union College 1992 — 1996
BA, East Asian Studies, Japanese
Peter Boardman's UBS Securities Co., Ltd Experience 1990 - 2000
Job Managing Director at Tradewinds Global Investors
Industry Investment Management
Experience
Tradewinds Global Investors 2002 - Present
USAA Investment Management January 2000 - August 2002
UBS Securities Co., Ltd 1990 - 2000
Skills
Alternative Investments, Equities, Asset Managment, Hedge Funds, Equity Research, Investments, Asset Allocation, Portfolio Management, Asset Management, Bloomberg
Education
Thunderbird School of Global Management 1983 — 1984
Willamette University
Tradewinds Global Investors 2002 - Present
USAA Investment Management January 2000 - August 2002
UBS Securities Co., Ltd 1990 - 2000
Skills
Alternative Investments, Equities, Asset Managment, Hedge Funds, Equity Research, Investments, Asset Allocation, Portfolio Management, Asset Management, Bloomberg
Education
Thunderbird School of Global Management 1983 — 1984
Willamette University
Mark Liker's UBS Securities Co., Ltd Experience July 1988 - June 1991
Job Chairman and CEO at Modern Diagnostic Medical Services Inc
Industry Medical Practice
Experience
Modern Diagnostic Medical Services Inc November 2001 - Present
Neurosurgical Associates of Los Angeles, Inc. October 2001 - Present
University of Southern California 2001 - Present
UBS Securities Co., Ltd July 1988 - June 1991
Kidder Peabody August 1987 - July 1988
Skills
Clinical Research, Medical Education, Neurosurgery, Surgery, EMR, Neuroscience, Neurology, Board Certified, Healthcare, Hospitals, Biomedical Engineering, Medicine, Cancer, Medical Imaging, Public Health, Clinical Trials, Medical Devices, Pain Management
Education
State University of New York Downstate Medical Center College of Medicine 1991 — 1995
MD, Medicine
Princeton University 1983 — 1987
BSE, Mechanical and Aerospace Engineering
Modern Diagnostic Medical Services Inc November 2001 - Present
Neurosurgical Associates of Los Angeles, Inc. October 2001 - Present
University of Southern California 2001 - Present
UBS Securities Co., Ltd July 1988 - June 1991
Kidder Peabody August 1987 - July 1988
Skills
Clinical Research, Medical Education, Neurosurgery, Surgery, EMR, Neuroscience, Neurology, Board Certified, Healthcare, Hospitals, Biomedical Engineering, Medicine, Cancer, Medical Imaging, Public Health, Clinical Trials, Medical Devices, Pain Management
Education
State University of New York Downstate Medical Center College of Medicine 1991 — 1995
MD, Medicine
Princeton University 1983 — 1987
BSE, Mechanical and Aerospace Engineering
Erik Downs's UBS Securities Co., Ltd Experience August 2009 - June 2010
Job Vice President NA Head of FXPB, FIPB, and Cleared OTC Relationship Management/Client Services at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank June 2010 - Present
UBS Securities Co., Ltd August 2009 - June 2010
Merrill Lynch & Co. March 2007 - August 2009
Mizuho Capital Markets Corporation 1997 - 2007
Fuji Capital / Mizuho Capital 1997 - 2007
BDO Seidman LLP October 1995 - September 1997
Skills
Prime Brokerage, Swaps, FX Options, Fixed Income, Collateral Management, Middle Office, Interest Rate..., Structured Products, Back Office, Settlement, Financial Services, Foreign Exchange, Relationship Management, Funding, Interest Rate Swaps, Money Market, Rates, Hedge Funds, Derivatives, Financial Modeling, Hedging, Treasury
Education
Seton Hall University 1991 — 1995
BS, Accounting
Monsignor Farrell H.S.
Deutsche Bank June 2010 - Present
UBS Securities Co., Ltd August 2009 - June 2010
Merrill Lynch & Co. March 2007 - August 2009
Mizuho Capital Markets Corporation 1997 - 2007
Fuji Capital / Mizuho Capital 1997 - 2007
BDO Seidman LLP October 1995 - September 1997
Skills
Prime Brokerage, Swaps, FX Options, Fixed Income, Collateral Management, Middle Office, Interest Rate..., Structured Products, Back Office, Settlement, Financial Services, Foreign Exchange, Relationship Management, Funding, Interest Rate Swaps, Money Market, Rates, Hedge Funds, Derivatives, Financial Modeling, Hedging, Treasury
Education
Seton Hall University 1991 — 1995
BS, Accounting
Monsignor Farrell H.S.
Robert Piszko's UBS Securities Co., Ltd Experience June 2010 - November 2012
Job Director Securitized Product Sales at BNP Paribas
Industry Financial Services
Experience
BNP Paribas July 2014 - Present
Guggenheim Securities January 2013 - June 2014
UBS Securities Co., Ltd June 2010 - November 2012
Keefe, Bruyette & Woods January 2009 - June 2010
Lehman Brothers June 2000 - September 2008
Education
Fairfield University 1995 — 1999
B.A., Economics
BNP Paribas July 2014 - Present
Guggenheim Securities January 2013 - June 2014
UBS Securities Co., Ltd June 2010 - November 2012
Keefe, Bruyette & Woods January 2009 - June 2010
Lehman Brothers June 2000 - September 2008
Education
Fairfield University 1995 — 1999
B.A., Economics
Balan Nair's UBS Securities Co., Ltd Experience 1997 - 2005
Job Experienced Financial Risk Professional with strong quantitative and trading background
Industry Investment Banking
Experience
RiskSpan August 2014 - January 2015
UConn School of Business August 2014 - December 2014
RBS Global Banking & Markets 2005 - December 2013
UBS Securities Co., Ltd 1997 - 2005
JPMorgan Chase 1992 - 1997
First Chicago Capital Markets 1991 - 1992
Mutual Life Insurance Company of New York 1987 - 1991
Skills
Derivatives, Options, Capital Markets, Risk Management, Quantitative Finance, Hedging, Investments, Fixed Income, Bond Pricing, Trading, VBA, Programming, Structured Products, Trading Systems, CDS, MBS, Interest Rate..., Credit Derivatives, Financial Structuring, FX Options, Financial Markets, Swaps, Bloomberg, Emerging Markets, Structured Finance, Alternative Investments, Investment Banking, Bonds, Hedge Funds, Equity Derivatives, Market Risk, Electronic Trading, Equities
Education
New York University 1982 — 1987
PhD, Mathematics
Columbia Engineering 1979 — 1981
BS, Applied Mathematics
RiskSpan August 2014 - January 2015
UConn School of Business August 2014 - December 2014
RBS Global Banking & Markets 2005 - December 2013
UBS Securities Co., Ltd 1997 - 2005
JPMorgan Chase 1992 - 1997
First Chicago Capital Markets 1991 - 1992
Mutual Life Insurance Company of New York 1987 - 1991
Skills
Derivatives, Options, Capital Markets, Risk Management, Quantitative Finance, Hedging, Investments, Fixed Income, Bond Pricing, Trading, VBA, Programming, Structured Products, Trading Systems, CDS, MBS, Interest Rate..., Credit Derivatives, Financial Structuring, FX Options, Financial Markets, Swaps, Bloomberg, Emerging Markets, Structured Finance, Alternative Investments, Investment Banking, Bonds, Hedge Funds, Equity Derivatives, Market Risk, Electronic Trading, Equities
Education
New York University 1982 — 1987
PhD, Mathematics
Columbia Engineering 1979 — 1981
BS, Applied Mathematics
Brent Erensel's UBS Securities Co., Ltd Experience 1991 - 1998
Job MD Equity Sales at Portales Partners
Industry Banking
Experience
Portales Partners MDDeutsche BankJune 1999 - October 2001
Union Bank of Switzerland 1991 - 1999
UBS Securities Co., Ltd 1991 - 1998
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Finance
Lawrence University 1974 — 1978
BA, Biology, Economics
Oregon Episcopal School
Portales Partners MDDeutsche BankJune 1999 - October 2001
Union Bank of Switzerland 1991 - 1999
UBS Securities Co., Ltd 1991 - 1998
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Finance
Lawrence University 1974 — 1978
BA, Biology, Economics
Oregon Episcopal School
Alexander Monroy's UBS Securities Co., Ltd Experience July 2007 - May 2008
Job Executive Director at Nomura
Industry Banking
Experience
Nomura August 2011 - Present
Barclays Capital May 2008 - May 2011
UBS Securities Co., Ltd July 2007 - May 2008
Bear Stearns November 2000 - June 2007
Skills
Investment Banking, Emerging Markets, Fixed Income, Debt, Capital Markets, Latin America, Hedge Funds
Education
University of Pennsylvania 1994 — 1998
BA, Economics
Nomura August 2011 - Present
Barclays Capital May 2008 - May 2011
UBS Securities Co., Ltd July 2007 - May 2008
Bear Stearns November 2000 - June 2007
Skills
Investment Banking, Emerging Markets, Fixed Income, Debt, Capital Markets, Latin America, Hedge Funds
Education
University of Pennsylvania 1994 — 1998
BA, Economics
Marjorie de la Rosa's UBS Securities Co., Ltd Experience 1996 - 2007
Job International Operations trade settlement at William Blair and Company
Industry Investment Banking
Experience
William Blair and Company June 2007 - Present
UBS Securities Co., Ltd 1996 - 2007
Education
Rutgers University-New Brunswick 1975 — 1979
BA, Spanish, Psychology
William Blair and Company June 2007 - Present
UBS Securities Co., Ltd 1996 - 2007
Education
Rutgers University-New Brunswick 1975 — 1979
BA, Spanish, Psychology
Rodrigo Espirito Santo's UBS Securities Co., Ltd Experience 1994 - 1998
Job Credit Sales at Exotix USA Inc
Industry Financial Services
Experience
Exotix USA Inc June 2015 - Present
Banco Votorantim Securities November 2013 - February 2015
Credit Agricole Corporate and Investment Bank August 2009 - December 2012
BBVA Securities NY 2006 - 2009
Santander Securities 2003 - 2006
Commerzbank Capital Markets 2001 - 2003
BNP Paribas 1998 - 2000
UBS Securities Co., Ltd 1994 - 1998
Skills
Languages: Portugese,..., Emerging Markets, Financial Markets, Languages, Portuguese, French, Spanish, Hedge Funds, FX Options, Structured Products, Credit, Mutual Funds, Latin America, Equity Derivatives, Capital Markets, Investment Banking, Derivatives, CRM, Bonds, Foreign Exchange, Business Strategy, Corporate Finance, Financial Services, Rates, Market Risk, Investments, Bloomberg, High Yield, Credit Derivatives, Asset Allocation, Structured Finance, Securities, Currency, Commodity, Credit Risk, Economics, Valuation
Education
Columbia Business School 1990 — 1992
Master of Business Administration (M.B.A.), Finance and International Business
Lafayette College 1984 — 1988
Bachelor of Arts (B.A.), Economics and Business
Exotix USA Inc June 2015 - Present
Banco Votorantim Securities November 2013 - February 2015
Credit Agricole Corporate and Investment Bank August 2009 - December 2012
BBVA Securities NY 2006 - 2009
Santander Securities 2003 - 2006
Commerzbank Capital Markets 2001 - 2003
BNP Paribas 1998 - 2000
UBS Securities Co., Ltd 1994 - 1998
Skills
Languages: Portugese,..., Emerging Markets, Financial Markets, Languages, Portuguese, French, Spanish, Hedge Funds, FX Options, Structured Products, Credit, Mutual Funds, Latin America, Equity Derivatives, Capital Markets, Investment Banking, Derivatives, CRM, Bonds, Foreign Exchange, Business Strategy, Corporate Finance, Financial Services, Rates, Market Risk, Investments, Bloomberg, High Yield, Credit Derivatives, Asset Allocation, Structured Finance, Securities, Currency, Commodity, Credit Risk, Economics, Valuation
Education
Columbia Business School 1990 — 1992
Master of Business Administration (M.B.A.), Finance and International Business
Lafayette College 1984 — 1988
Bachelor of Arts (B.A.), Economics and Business
William Schreiner's UBS Securities Co., Ltd Experience April 1994 - May 1998
Job Director at Bnpparibas
Industry Capital Markets
Experience
Bnpparibas May 1998 - Present
BNP Paribas 1998 - Present
UBS Securities Co., Ltd April 1994 - May 1998
pru-bache 1986 - 1992
Skills
Investment Banking, Trading, Finance, Capital Markets, Arbitrage, Bloomberg, Swaps, Derivatives, Fixed Income, Bonds
Education
University of Pennsylvania 1982 — 1986
BA, economics
Bnpparibas May 1998 - Present
BNP Paribas 1998 - Present
UBS Securities Co., Ltd April 1994 - May 1998
pru-bache 1986 - 1992
Skills
Investment Banking, Trading, Finance, Capital Markets, Arbitrage, Bloomberg, Swaps, Derivatives, Fixed Income, Bonds
Education
University of Pennsylvania 1982 — 1986
BA, economics
Leonardo Marti Vaqueiro's UBS Securities Co., Ltd Experience November 2011 - December 2012
Job Executive Director Sales Latam en Natixis North America
Industry Capital Markets
Experience
Natixis North America December 2012 - Present
UBS Securities Co., Ltd November 2011 - December 2012
UBS Investment Bank June 2010 - February 2012
BlackRock April 2009 - June 2010
Banamex May 2006 - April 2009
Price Waterhouse Coopers July 2005 - May 2006
Education
Universidad Anáhuac 2002 — 2006
Actuaria
Natixis North America December 2012 - Present
UBS Securities Co., Ltd November 2011 - December 2012
UBS Investment Bank June 2010 - February 2012
BlackRock April 2009 - June 2010
Banamex May 2006 - April 2009
Price Waterhouse Coopers July 2005 - May 2006
Education
Universidad Anáhuac 2002 — 2006
Actuaria
Sarah Cantrowitz's UBS Securities Co., Ltd Experience July 2006 - May 2008
Job Managing Director Auction.com
Industry Real Estate
Experience
Auction.com June 2009 - Present
UBS Securities Co., Ltd July 2006 - May 2008
Bear Stearns January 2001 - May 2006
Skills
REO, Investment Properties, Loan Origination, Underwriting, CMBS, Management, Asset Management, Business Development, Disposition, Real Estate, Real Estate Economics, Investors, Real Estate Financing
Education
Cornell University 1995 — 1999
BA, History
High School
Auction.com June 2009 - Present
UBS Securities Co., Ltd July 2006 - May 2008
Bear Stearns January 2001 - May 2006
Skills
REO, Investment Properties, Loan Origination, Underwriting, CMBS, Management, Asset Management, Business Development, Disposition, Real Estate, Real Estate Economics, Investors, Real Estate Financing
Education
Cornell University 1995 — 1999
BA, History
High School
Antonio Molestina's UBS Securities Co., Ltd Experience February 1996 - January 2000
Job General Counsel at ABN AMROAmericas
Industry Financial Services
Experience
ABN AMRO-USA September 2009 - Present
Fortis Bank January 2007 - August 2009
Canadian Imperial Bank of Commerce April 2000 - April 2007
UBS Securities Co., Ltd February 1996 - January 2000
Mayer Brown January 1993 - January 1996
Curtis, Mallet-Prevost, Colt & Mosle LLP September 1989 - January 1993
Skills
Banking, Corporate Law, Corporate Governance, Capital Markets, Securities, Financial Services, Securities Regulation, AML, Mergers & Acquisitions, Due Diligence, Structured Finance, Hedge Funds, Derivatives, Cross-border..., Private Equity, Corporate Finance, Equities
Education
Fordham University School of Law 1986 — 1989
JD, Law
Clark University 1981 — 1985
BS, History
ABN AMRO-USA September 2009 - Present
Fortis Bank January 2007 - August 2009
Canadian Imperial Bank of Commerce April 2000 - April 2007
UBS Securities Co., Ltd February 1996 - January 2000
Mayer Brown January 1993 - January 1996
Curtis, Mallet-Prevost, Colt & Mosle LLP September 1989 - January 1993
Skills
Banking, Corporate Law, Corporate Governance, Capital Markets, Securities, Financial Services, Securities Regulation, AML, Mergers & Acquisitions, Due Diligence, Structured Finance, Hedge Funds, Derivatives, Cross-border..., Private Equity, Corporate Finance, Equities
Education
Fordham University School of Law 1986 — 1989
JD, Law
Clark University 1981 — 1985
BS, History
David Wulffleff's UBS Securities Co., Ltd Experience October 2006 - April 2009
Job Managing Director at Mizuho Securities USA Inc.
Industry Financial Services
Experience
Mizuho Securities USA Inc. May 2015 - Present
Mizuho Securities USA Inc. April 2011 - Present
BTG Pactual March 2010 - April 2011
Gros Ventre Ventures LLC August 2009 - March 2010
Cadent Financial Services LLC June 2009 - August 2009
UBS Securities Co., Ltd October 2006 - April 2009
ABN AMRO August 2005 - October 2006
MF Global 2000 - 2005
Skills
Trading Systems, Trading, Sales, Options, Market Data, Investment Banking, Futures Trading, Fixed Income, Financial Markets, Equity Derivatives, Equities, Emerging Markets, Electronic Trading, Derivatives, Commodity, Capital Markets, Bloomberg, Alternative Investments, Hedge Funds, Risk Management, Investments, Securities, Financial Services, Hedging, Bonds
Education
Fordham University
Mizuho Securities USA Inc. May 2015 - Present
Mizuho Securities USA Inc. April 2011 - Present
BTG Pactual March 2010 - April 2011
Gros Ventre Ventures LLC August 2009 - March 2010
Cadent Financial Services LLC June 2009 - August 2009
UBS Securities Co., Ltd October 2006 - April 2009
ABN AMRO August 2005 - October 2006
MF Global 2000 - 2005
Skills
Trading Systems, Trading, Sales, Options, Market Data, Investment Banking, Futures Trading, Fixed Income, Financial Markets, Equity Derivatives, Equities, Emerging Markets, Electronic Trading, Derivatives, Commodity, Capital Markets, Bloomberg, Alternative Investments, Hedge Funds, Risk Management, Investments, Securities, Financial Services, Hedging, Bonds
Education
Fordham University
Carras Holmstead's UBS Securities Co., Ltd Experience October 2009 - April 2012
Job Managing Director at Stone Lion Capital Partners
Industry Investment Management
Experience
Stone Lion Capital Partners April 2012 - Present
UBS Securities Co., Ltd October 2009 - April 2012
Rhone Apparel 2012 - 2012
LONE STAR FUNDS April 2009 - October 2009
MatlinPatterson Global Advisors August 2007 - April 2009
2003 2005 PETERSON PARTNERS July 2003 - September 2005
2003 THE PARTHENON GROUP September 2001 - July 2003
Skills
Financial Modeling, Mergers & Acquisitions, Due Diligence, Private Equity, Strategy, Investments, Hedge Funds, Financial Analysis, Equities, Start-ups, Competitive Analysis, Finance
Education
Stanford University Graduate School of Business 2005 — 2017
MBA
2005-2007 STANFORD GRADUATE SCHOOL OF BUSINESS
Master, Business Administration
Brigham Young University
BA, Russian
Stone Lion Capital Partners April 2012 - Present
UBS Securities Co., Ltd October 2009 - April 2012
Rhone Apparel 2012 - 2012
LONE STAR FUNDS April 2009 - October 2009
MatlinPatterson Global Advisors August 2007 - April 2009
2003 2005 PETERSON PARTNERS July 2003 - September 2005
2003 THE PARTHENON GROUP September 2001 - July 2003
Skills
Financial Modeling, Mergers & Acquisitions, Due Diligence, Private Equity, Strategy, Investments, Hedge Funds, Financial Analysis, Equities, Start-ups, Competitive Analysis, Finance
Education
Stanford University Graduate School of Business 2005 — 2017
MBA
2005-2007 STANFORD GRADUATE SCHOOL OF BUSINESS
Master, Business Administration
Brigham Young University
BA, Russian
Da-Qian Gao's UBS Securities Co., Ltd Experience October 2012 - Present
Job Corporate Access at UBS Securities Co., Ltd
Industry Financial Services
Experience
UBS Securities Co., Ltd October 2012 - Present
Brill Securities June 2009 - June 2012
United States Air Force October 2001 - January 2005
United States Air Force October 2001 - January 2005
Skills
Data Analysis, Microsoft Excel, PowerPoint, Stata, Public Speaking, Matlab, Microsoft Office, R, Social Media, Analytics, Community Outreach, Marketing Strategy
Education
Columbia University in the City of New York 2005 — 2010
Bachelor of Arts (B.A.), Economics
CCAF 2004 — 2006
Associate's degree, Aeronautical/Aerospace Engineering Technology/Technician
UBS Securities Co., Ltd October 2012 - Present
Brill Securities June 2009 - June 2012
United States Air Force October 2001 - January 2005
United States Air Force October 2001 - January 2005
Skills
Data Analysis, Microsoft Excel, PowerPoint, Stata, Public Speaking, Matlab, Microsoft Office, R, Social Media, Analytics, Community Outreach, Marketing Strategy
Education
Columbia University in the City of New York 2005 — 2010
Bachelor of Arts (B.A.), Economics
CCAF 2004 — 2006
Associate's degree, Aeronautical/Aerospace Engineering Technology/Technician
Meagan Gavin's UBS Securities Co., Ltd Experience July 2010 - May 2012
Job Investment Counselor
Industry Financial Services
Experience
Fisher Investments April 2014 - Present
Fidelity Capital Markets June 2012 - April 2014
UBS Securities Co., Ltd July 2010 - May 2012
Boston Scientific May 2009 - November 2009
Tully and Holland December 2008 - April 2009
Comcast May 2008 - July 2008
Comcast May 2008 - July 2008
Education
Babson College 2006 — 2010
B.S. in Business Management, Finance, Entrepreneurship
UNSW Australia
Fisher Investments April 2014 - Present
Fidelity Capital Markets June 2012 - April 2014
UBS Securities Co., Ltd July 2010 - May 2012
Boston Scientific May 2009 - November 2009
Tully and Holland December 2008 - April 2009
Comcast May 2008 - July 2008
Comcast May 2008 - July 2008
Education
Babson College 2006 — 2010
B.S. in Business Management, Finance, Entrepreneurship
UNSW Australia
Carlos Vargas's UBS Securities Co., Ltd Experience 1996 - 1998
Job Managing Director, Mizuho Securities USA
Industry Financial Services
Experience
Mizuho Securities USA March 2010 - Present
RBS Global Banking & Markets 2003 - 2009
ABN AMRO 2003 - 2009
Bear Stearns 1998 - 2002
UBS Securities Co., Ltd 1996 - 1998
Citibank 1993 - 1996
Skills
Emerging Markets, Capital Markets, Fixed Income, Latin America, Finance, Economics, Securities, Series 7, Bloomberg, Banking, Bonds, Corporate Finance, Derivatives
Education
Harvard University 1989 — 1993
AB, Economics
Stuyvesant High School
Mizuho Securities USA March 2010 - Present
RBS Global Banking & Markets 2003 - 2009
ABN AMRO 2003 - 2009
Bear Stearns 1998 - 2002
UBS Securities Co., Ltd 1996 - 1998
Citibank 1993 - 1996
Skills
Emerging Markets, Capital Markets, Fixed Income, Latin America, Finance, Economics, Securities, Series 7, Bloomberg, Banking, Bonds, Corporate Finance, Derivatives
Education
Harvard University 1989 — 1993
AB, Economics
Stuyvesant High School
Carol Ann Tack's UBS Securities Co., Ltd Experience 1997 - 2000
Job Reference Librarian at Merrick Library
Industry Libraries
Experience
Merrick Library February 2011 - Present
Merrick Union Free School District 2007 - 2010
Oliver Wyman 2000 - 2003
UBS Securities Co., Ltd 1997 - 2000
First Manhattan Consulting Group 1993 - 1997
Cushman & Wakefield 1989 - 1993
Aviation Week 1987 - 1989
Landauer Associates 1985 - 1987
Skills
Library Science, Reader's Advisory, Library Instruction, Information Literacy, Public Libraries, Library, Libraries, Academic Libraries, Electronic Resources, Library Management, Library Reference, Metadata, Collection Development, Virtual Reference, Books, Cataloging, Relationship Marketing, Interlibrary Loan, Digital Libraries, Library 2.0, Social Media Marketing, Special Collections, Blogging
Education
St. John's University 1989 — 1991
Masters of Library Science, Library Science
Marymount Manhattan College 1981 — 1985
Bachelor of Arts (B.A.), English Language and Literature/Letters
Bishop Ford Central Catholic High School 1977 — 1981
Merrick Library February 2011 - Present
Merrick Union Free School District 2007 - 2010
Oliver Wyman 2000 - 2003
UBS Securities Co., Ltd 1997 - 2000
First Manhattan Consulting Group 1993 - 1997
Cushman & Wakefield 1989 - 1993
Aviation Week 1987 - 1989
Landauer Associates 1985 - 1987
Skills
Library Science, Reader's Advisory, Library Instruction, Information Literacy, Public Libraries, Library, Libraries, Academic Libraries, Electronic Resources, Library Management, Library Reference, Metadata, Collection Development, Virtual Reference, Books, Cataloging, Relationship Marketing, Interlibrary Loan, Digital Libraries, Library 2.0, Social Media Marketing, Special Collections, Blogging
Education
St. John's University 1989 — 1991
Masters of Library Science, Library Science
Marymount Manhattan College 1981 — 1985
Bachelor of Arts (B.A.), English Language and Literature/Letters
Bishop Ford Central Catholic High School 1977 — 1981
Sal Sassano's UBS Securities Co., Ltd Experience 2006 - November 2010
Job Vice President Securities Lending/Repo Finance at AllianceBernstein
Industry Banking
Experience
AllianceBernstein November 2010 - Present
UBS Securities Co., Ltd 2006 - November 2010
ABN AMRO 2004 - 2005
Zurich Capital Markets 1999 - 2001
Lehman Brothers 1989 - 1998
Minerva Securities 1988 - 1989
L.F. Rothschild Inc. 1986 - 1988
E.F. Hutton & Co. 1982 - 1986
Skills
Securities Lending
Education
New York University - Leonard N. Stern School of Business 1985 — 1989
MBA, Finance
Cornell University 1978 — 1982
BS, Agricultural Economics
AllianceBernstein November 2010 - Present
UBS Securities Co., Ltd 2006 - November 2010
ABN AMRO 2004 - 2005
Zurich Capital Markets 1999 - 2001
Lehman Brothers 1989 - 1998
Minerva Securities 1988 - 1989
L.F. Rothschild Inc. 1986 - 1988
E.F. Hutton & Co. 1982 - 1986
Skills
Securities Lending
Education
New York University - Leonard N. Stern School of Business 1985 — 1989
MBA, Finance
Cornell University 1978 — 1982
BS, Agricultural Economics
Marie Schmucker's UBS Securities Co., Ltd Experience March 2006 - August 2008
Job Accounting and Finance
Industry Financial Services
Experience
Tradestation Group July 2015 - Present
KCG Futures, A Division of KCG Americas LLC October 2008 - July 2015
UBS Securities Co., Ltd March 2006 - August 2008
ABN AMRO Bank N.V. September 2000 - March 2006
Chicago Mercantile Exchange 1996 - 2000
Skills
Derivatives, Equities, Options, Financial Markets, Trading, Back Office, Fixed Income, FX Options, Capital Markets, Hedge Funds, Investment Banking
Education
University of Illinois at Chicago 1991 — 1995
Bachelor of Science, Accounting and Finance
Tradestation Group July 2015 - Present
KCG Futures, A Division of KCG Americas LLC October 2008 - July 2015
UBS Securities Co., Ltd March 2006 - August 2008
ABN AMRO Bank N.V. September 2000 - March 2006
Chicago Mercantile Exchange 1996 - 2000
Skills
Derivatives, Equities, Options, Financial Markets, Trading, Back Office, Fixed Income, FX Options, Capital Markets, Hedge Funds, Investment Banking
Education
University of Illinois at Chicago 1991 — 1995
Bachelor of Science, Accounting and Finance
Yangdan Ma's UBS Securities Co., Ltd Experience May 2011 - June 2011
Job Credit Derivatives and Security Finance Consultant at Murex
Industry Financial Services
Experience
Murex June 2012 - Present
Global Sigma Group April 2012 - June 2012
PNC June 2011 - August 2011
UBS Securities Co., Ltd May 2011 - June 2011
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2011
Master, MSCF
Zhejiang University 2006 — 2010
Bachelor, Economics (Mathematical Economics Experimental Class)
Murex June 2012 - Present
Global Sigma Group April 2012 - June 2012
PNC June 2011 - August 2011
UBS Securities Co., Ltd May 2011 - June 2011
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2011
Master, MSCF
Zhejiang University 2006 — 2010
Bachelor, Economics (Mathematical Economics Experimental Class)
Samantha Tai's UBS Securities Co., Ltd Experience July 2012 - Present
Job GMI IT OTC SME at UBS Securities
Industry Banking
Experience
UBS Securities Co., Ltd July 2012 - Present
Credit Suisse October 2005 - July 2012
Barclays Capital 2005 - 2005
SunGard 1999 - 2004
Bankers Trust 1994 - 1998
Skills
Derivatives
Education
Pace University 1990 — 1993
BBA, Management Science
UBS Securities Co., Ltd July 2012 - Present
Credit Suisse October 2005 - July 2012
Barclays Capital 2005 - 2005
SunGard 1999 - 2004
Bankers Trust 1994 - 1998
Skills
Derivatives
Education
Pace University 1990 — 1993
BBA, Management Science
Michelle Fazekas's UBS Securities Co., Ltd Experience February 2008 - August 2009
Job EA TD Direct Investing
Industry Banking
Experience
TD Bank Group April 2010 - Present
TD 2010 - 2014
UBS Securities Co., Ltd February 2008 - August 2009
PricewaterhouseCoopers October 1996 - August 2003
Education
Canadian Securities Institute
IFIC
Seneca College of Applied Arts and Technology
TD Bank Group April 2010 - Present
TD 2010 - 2014
UBS Securities Co., Ltd February 2008 - August 2009
PricewaterhouseCoopers October 1996 - August 2003
Education
Canadian Securities Institute
IFIC
Seneca College of Applied Arts and Technology
Lingda Hou's UBS Securities Co., Ltd Experience July 2012 - July 2012
Job Commercial Real Estate Intern at Capstone Real Estate Group
Industry Financial Services
Experience
Brandeis University- Real estate Fundamentals January 2014 - Present
Capstone Real Estate Group June 2014 - August 2014
Boston Downtown Business Improvement District January 2014 - May 2014
State Street October 2013 - December 2013
G+J (Beijing) Advertising Co. Ltd January 2013 - June 2013
Hongyuan Securities August 2012 - September 2012
UBS Securities Co., Ltd July 2012 - July 2012
Bertelsmann July 2012 - July 2012
Roland Berger Strategy Consultants April 2012 - June 2012
Fullgoal Fund Management Co. Ltd July 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, English, Research, Financial Analysis, Teamwork, Photoshop, Data Analysis, SPSS, Accounting, Statistics, Social Media, Windows, Marketing, Economics, Public Speaking
Education
Brandeis University International Business School 2013 — 2015
Master of Arts (M.A.), International Economics and Finance
Peking University 2009 — 2013
Bachelor of Arts (B.A.) in Economics, Finance
University of Victoria 2011 — 2011
Exchange
Brandeis University- Real estate Fundamentals January 2014 - Present
Capstone Real Estate Group June 2014 - August 2014
Boston Downtown Business Improvement District January 2014 - May 2014
State Street October 2013 - December 2013
G+J (Beijing) Advertising Co. Ltd January 2013 - June 2013
Hongyuan Securities August 2012 - September 2012
UBS Securities Co., Ltd July 2012 - July 2012
Bertelsmann July 2012 - July 2012
Roland Berger Strategy Consultants April 2012 - June 2012
Fullgoal Fund Management Co. Ltd July 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, English, Research, Financial Analysis, Teamwork, Photoshop, Data Analysis, SPSS, Accounting, Statistics, Social Media, Windows, Marketing, Economics, Public Speaking
Education
Brandeis University International Business School 2013 — 2015
Master of Arts (M.A.), International Economics and Finance
Peking University 2009 — 2013
Bachelor of Arts (B.A.) in Economics, Finance
University of Victoria 2011 — 2011
Exchange
Jialong Li's UBS Securities Co., Ltd Experience July 2010 - August 2010
Job
Industry
Experience
AIG September 2011 - December 2011
Chartis June 2011 - September 2011
UBS Securities Co., Ltd July 2010 - August 2010
Education
Columbia University in the City of New York 2012 — 2014
Master, Master of Science in Financial Economics
University of South Carolina - Darla Moore School of Business 2008 — 2011
Actuarial Mathematics & Risk Mangement Insurance
AIG September 2011 - December 2011
Chartis June 2011 - September 2011
UBS Securities Co., Ltd July 2010 - August 2010
Education
Columbia University in the City of New York 2012 — 2014
Master, Master of Science in Financial Economics
University of South Carolina - Darla Moore School of Business 2008 — 2011
Actuarial Mathematics & Risk Mangement Insurance
Anthony LoFaso's UBS Securities Co., Ltd Experience 1992 - 1997
Job Principal at Peconic Futures
Industry Banking
Experience
Peconic Futures 2010 - Present
WestLB 2002 - 2010
Bernstein Investment Research and Management 1997 - 2002
UBS Securities Co., Ltd 1992 - 1997
Paine Webber 1989 - 1992
Paine Webber 1986 - 1989
Education
Columbia University in the City of New York
MA, Mathematical Statistics
Hamilton College
BA, Mathematics, Physics
Massachusetts Institute of Technology
PhD, Operations Research
Peconic Futures 2010 - Present
WestLB 2002 - 2010
Bernstein Investment Research and Management 1997 - 2002
UBS Securities Co., Ltd 1992 - 1997
Paine Webber 1989 - 1992
Paine Webber 1986 - 1989
Education
Columbia University in the City of New York
MA, Mathematical Statistics
Hamilton College
BA, Mathematics, Physics
Massachusetts Institute of Technology
PhD, Operations Research
Marc Sehgal's UBS Securities Co., Ltd Experience March 2012 - April 2014
Job Fixed Income Trader at Bridgewater Associates
Industry Financial Services
Experience
Bridgewater Associates May 2014 - Present
UBS Securities Co., Ltd March 2012 - April 2014
Skills
Fixed Income, Due Diligence, Financial Modeling, Capital Markets, Financial Analysis, Investment Banking, Valuation, Trading
Education
University of Michigan 2010 — 2011
Master of Science in Financial Engineering
University of Michigan 2006 — 2010
B.S.E. Chemical Engineering
Bridgewater Associates May 2014 - Present
UBS Securities Co., Ltd March 2012 - April 2014
Skills
Fixed Income, Due Diligence, Financial Modeling, Capital Markets, Financial Analysis, Investment Banking, Valuation, Trading
Education
University of Michigan 2010 — 2011
Master of Science in Financial Engineering
University of Michigan 2006 — 2010
B.S.E. Chemical Engineering
Mariana Zarur Graf's UBS Securities Co., Ltd Experience August 2012 - December 2012
Job EM Fixed Income Sales, VP en Jefferies & Company
Industry Banking
Experience
Jefferies & Company January 2013 - Present
UBS Securities Co., Ltd August 2012 - December 2012
UBS Investment Bank June 2011 - June 2012
UBS October 2010 - July 2011
Banco de México November 2006 - September 2010
Education
ITAM 2008 — 2010
Master in Finance
ITAM 2002 — 2007
BA, Economics
Jefferies & Company January 2013 - Present
UBS Securities Co., Ltd August 2012 - December 2012
UBS Investment Bank June 2011 - June 2012
UBS October 2010 - July 2011
Banco de México November 2006 - September 2010
Education
ITAM 2008 — 2010
Master in Finance
ITAM 2002 — 2007
BA, Economics
Carla Forrest's UBS Securities Co., Ltd Experience 2007 - 2008
Job Real Estate Staff at WeiserMazars LLP
Industry Accounting
Experience
WeiserMazars LLP October 2014 - Present
PwC June 2012 - October 2014
PwC January 2011 - June 2012
Barclays Capital August 2010 - November 2010
BNP Paribas February 2010 - August 2010
UBS Securities Co., Ltd 2007 - 2008
Skills
Tax Accounting, Consulting, Investment Banking, Tax Reporting, Tax, Account Reconciliation, Big 4, Financial Accounting
Education
City University of New York-Brooklyn College
Bachelor of Applied Science (B.A.Sc.), Business/Managerial Economics
City University of New York-Brooklyn College
Bachelor's degree, Accounting
WeiserMazars LLP October 2014 - Present
PwC June 2012 - October 2014
PwC January 2011 - June 2012
Barclays Capital August 2010 - November 2010
BNP Paribas February 2010 - August 2010
UBS Securities Co., Ltd 2007 - 2008
Skills
Tax Accounting, Consulting, Investment Banking, Tax Reporting, Tax, Account Reconciliation, Big 4, Financial Accounting
Education
City University of New York-Brooklyn College
Bachelor of Applied Science (B.A.Sc.), Business/Managerial Economics
City University of New York-Brooklyn College
Bachelor's degree, Accounting
Guangyu, Paul Liu's UBS Securities Co., Ltd Experience June 2010 - July 2010
Job Quantitative Associate at ITG
Industry Capital Markets
Experience
ITG January 2015 - Present
ITG June 2014 - August 2014
Cornell University June 2012 - May 2014
Cornell University June 2012 - May 2014
Fortune SG Fund Management June 2011 - July 2011
UBS Securities Co., Ltd June 2010 - July 2010
Skills
Strategy, Investments, Matlab, Microsoft Excel, Financial Modeling, R, Microsoft Office, Research, Data Analysis, PowerPoint, Statistics, VBA, Stata
Education
Cornell University 2013 — 2014
Master of Engineering (M.Eng.), Financial Engineering
Cornell University 2009 — 2013
Bachelor of Science (BS), Operational Research
No.2 Secondary School attached to ECNU
ITG January 2015 - Present
ITG June 2014 - August 2014
Cornell University June 2012 - May 2014
Cornell University June 2012 - May 2014
Fortune SG Fund Management June 2011 - July 2011
UBS Securities Co., Ltd June 2010 - July 2010
Skills
Strategy, Investments, Matlab, Microsoft Excel, Financial Modeling, R, Microsoft Office, Research, Data Analysis, PowerPoint, Statistics, VBA, Stata
Education
Cornell University 2013 — 2014
Master of Engineering (M.Eng.), Financial Engineering
Cornell University 2009 — 2013
Bachelor of Science (BS), Operational Research
No.2 Secondary School attached to ECNU
Eric Schmidt's UBS Securities Co., Ltd Experience December 1995 - April 1998
Job
Industry Biotechnology
Experience
Cowen and Company May 1998 - Present
UBS Securities Co., Ltd December 1995 - April 1998
Skills
Equity Research, Healthcare, Biotechnology, Valuation, Venture Capital, Due Diligence, Financial Modeling, Hedge Funds, Equity Valuation, Lifesciences, Mergers & Acquisitions, Investor Relations, Private Equity, Equities, Investment Banking
Education
MIT 1990 — 1995
Doctor of Philosophy (Ph.D.), Biochemistry and Molecular Biology
University of Pennsylvania 1986 — 1990
Bachelor of Arts (B.A.), Chemistry
Cowen and Company May 1998 - Present
UBS Securities Co., Ltd December 1995 - April 1998
Skills
Equity Research, Healthcare, Biotechnology, Valuation, Venture Capital, Due Diligence, Financial Modeling, Hedge Funds, Equity Valuation, Lifesciences, Mergers & Acquisitions, Investor Relations, Private Equity, Equities, Investment Banking
Education
MIT 1990 — 1995
Doctor of Philosophy (Ph.D.), Biochemistry and Molecular Biology
University of Pennsylvania 1986 — 1990
Bachelor of Arts (B.A.), Chemistry
Karri Kottka's UBS Securities Co., Ltd Experience August 2003 - November 2010
Job Equities Compliance Officer at Nomura Securities
Industry Investment Banking
Experience
Nomura Securities December 2010 - Present
UBS Securities Co., Ltd August 2003 - November 2010
Skills
Bloomberg, Due Diligence, Equities
Education
University of California, Hastings College of the Law
Juris Doctorate
University of Mississippi
Bachelor of Accountancy
Nomura Securities December 2010 - Present
UBS Securities Co., Ltd August 2003 - November 2010
Skills
Bloomberg, Due Diligence, Equities
Education
University of California, Hastings College of the Law
Juris Doctorate
University of Mississippi
Bachelor of Accountancy
Justin Ferris's UBS Securities Co., Ltd Experience August 2003 - August 2011
Job FX Sales and Trading at Cantor Fitzgerald
Industry
Experience
Cantor Fitzgerald August 2011 - Present
UBS Securities Co., Ltd August 2003 - August 2011
Banco Pactual September 2007 - January 2009
Skills
Electronic Trading, Financial Markets, FX Options, Fixed Income, FX trading
Education
Siena College 1997 — 2001
BS, Finance
Cantor Fitzgerald August 2011 - Present
UBS Securities Co., Ltd August 2003 - August 2011
Banco Pactual September 2007 - January 2009
Skills
Electronic Trading, Financial Markets, FX Options, Fixed Income, FX trading
Education
Siena College 1997 — 2001
BS, Finance
Ricky Antonio's UBS Securities Co., Ltd Experience October 2010 - December 2010
Job Finance operation at Absolute Software
Industry Computer Software
Experience
Absolute Software May 2011 - Present
UBS Securities Co., Ltd October 2010 - December 2010
Walt Disney World February 2007 - September 2007
La voudaire cafe & bar March 2006 - August 2006
Skills
Hospitality, Management, Teamwork, Microsoft Office, Sales, Accounting, Financial Analysis, Leadership, Marketing Strategy, Customer Service, Business Analysis, Account Management, Languages, Microsoft Excel, Time Management, PowerPoint, Microsoft Word, Order Management
Education
University of Hertfordshire 2009 — 2011
MsCIB, Business
Vancouver island university 2009 — 2011
MBA, Business
Swiss hotel management school 2005 — 2008
BBA (HONOR), Hospitality & event joint; Business administration
Sekolah Pelita Harapan 1998 — 2005
IB Diploma, High School/Secondary Diplomas and Certificates
Absolute Software May 2011 - Present
UBS Securities Co., Ltd October 2010 - December 2010
Walt Disney World February 2007 - September 2007
La voudaire cafe & bar March 2006 - August 2006
Skills
Hospitality, Management, Teamwork, Microsoft Office, Sales, Accounting, Financial Analysis, Leadership, Marketing Strategy, Customer Service, Business Analysis, Account Management, Languages, Microsoft Excel, Time Management, PowerPoint, Microsoft Word, Order Management
Education
University of Hertfordshire 2009 — 2011
MsCIB, Business
Vancouver island university 2009 — 2011
MBA, Business
Swiss hotel management school 2005 — 2008
BBA (HONOR), Hospitality & event joint; Business administration
Sekolah Pelita Harapan 1998 — 2005
IB Diploma, High School/Secondary Diplomas and Certificates
Edith Greenwood's UBS Securities Co., Ltd Experience January 2001 - March 2011
Job Business Board Member at The EyeBank for Sight Restoration
Industry Financial Services
Experience
The Eye-Bank for Sight Restoration August 2014 - Present
Town of North East Zoning Board of Appeals January 2012 - Present
UBS Securities Co., Ltd January 2001 - March 2011
PaineWebber 1990 - 2000
Skills
Budgeting, Financial Planning, Customer Relations, Microsoft Excel, Business Analysis, Budgets, Negotiation, Customer Service, Strategic Planning, Investments, Social Media, Business Strategy, Strategic Financial...
Education
The Ohio State University
Master of Business Administration (MBA)
York University
Bachelor of Arts (B.A.), Economics
The Eye-Bank for Sight Restoration August 2014 - Present
Town of North East Zoning Board of Appeals January 2012 - Present
UBS Securities Co., Ltd January 2001 - March 2011
PaineWebber 1990 - 2000
Skills
Budgeting, Financial Planning, Customer Relations, Microsoft Excel, Business Analysis, Budgets, Negotiation, Customer Service, Strategic Planning, Investments, Social Media, Business Strategy, Strategic Financial...
Education
The Ohio State University
Master of Business Administration (MBA)
York University
Bachelor of Arts (B.A.), Economics
Alicia Wyatt's UBS Securities Co., Ltd Experience November 1991 - October 1994
Job Taxable Fixed Income at Raymond James Financial
Industry Investment Banking
Experience
Raymond James Financial Inc. April 2012 - Present
SunTrust Robinson Humphrey April 1995 - November 2011
UBS Securities Co., Ltd November 1991 - October 1994
Morgan Stanley Investment Management January 1988 - November 1991
Skills
Fixed Income, Marketing, Asset Management, Financial Analysis, Loans, Credit, Banking, Business Development, Competitive Analysis, Strategic Planning, Due Diligence, Risk Management
Education
Fordham University - Graduate School of Business Administration 1990 — 1992
mba, finance
Fordham University 1984 — 1987
BA, Business
Raymond James Financial Inc. April 2012 - Present
SunTrust Robinson Humphrey April 1995 - November 2011
UBS Securities Co., Ltd November 1991 - October 1994
Morgan Stanley Investment Management January 1988 - November 1991
Skills
Fixed Income, Marketing, Asset Management, Financial Analysis, Loans, Credit, Banking, Business Development, Competitive Analysis, Strategic Planning, Due Diligence, Risk Management
Education
Fordham University - Graduate School of Business Administration 1990 — 1992
mba, finance
Fordham University 1984 — 1987
BA, Business
Dareuscha Luczkiw's UBS Securities Co., Ltd Experience January 1994 - October 1999
Job Consultant
Industry
Experience
BNP Paribas March 2003 - February 2005
Deutsche Bank Securities October 1999 - January 2003
UBS Securities Co., Ltd January 1994 - October 1999
Goldman Sachs May 1987 - January 1994
Education
Columbia University in the City of New York 1985 — 1987
Master of International Affairs, US - Soviet Foreign Policy; International Banking and Finance
State University of New York at Albany 1981 — 1985
Bachelor of Arts (B.A.), Political Science and Government, Magna Cum Laude
BNP Paribas March 2003 - February 2005
Deutsche Bank Securities October 1999 - January 2003
UBS Securities Co., Ltd January 1994 - October 1999
Goldman Sachs May 1987 - January 1994
Education
Columbia University in the City of New York 1985 — 1987
Master of International Affairs, US - Soviet Foreign Policy; International Banking and Finance
State University of New York at Albany 1981 — 1985
Bachelor of Arts (B.A.), Political Science and Government, Magna Cum Laude
Mark Wadlington's UBS Securities Co., Ltd Experience 1995 - 1997
Job VP Investments at Hilcorp
Industry Investment Management
Experience
Hilcorp May 2012 - Present
Chilton Capital Management February 2007 - May 2012
Dyer, Robertson & Lamme March 2002 - February 2007
Enron Corp 2000 - 2002
Teacher Retirement System of Texas February 1997 - August 2000
UBS Securities Co., Ltd 1995 - 1997
Paine Webber 1994 - 1995
Kidder Peabody August 1994 - December 1994
Stephens Inc. August 1990 - July 1992
Skills
Alternative Investments, Corporate Finance, Investor Relations, Fixed Income, Bloomberg, Due Diligence, Securities, Chartered Financial..., Mergers, Mutual Funds, Financial Markets, Options, Investment Management, Venture Capital, Investment Advisory, Series 7
Education
The University of Texas at Austin 1992 — 1994
Master of Business Administration (MBA), Finance, 3.8
The University of Texas at Austin 1986 — 1990
Bachelor of Business Administration (BBA), Finance, 3.8
The University of Texas at Austin 1986 — 1990
Bachelor of Arts (BA), Plan II Honors Liberal Arts, 3.65
Hilcorp May 2012 - Present
Chilton Capital Management February 2007 - May 2012
Dyer, Robertson & Lamme March 2002 - February 2007
Enron Corp 2000 - 2002
Teacher Retirement System of Texas February 1997 - August 2000
UBS Securities Co., Ltd 1995 - 1997
Paine Webber 1994 - 1995
Kidder Peabody August 1994 - December 1994
Stephens Inc. August 1990 - July 1992
Skills
Alternative Investments, Corporate Finance, Investor Relations, Fixed Income, Bloomberg, Due Diligence, Securities, Chartered Financial..., Mergers, Mutual Funds, Financial Markets, Options, Investment Management, Venture Capital, Investment Advisory, Series 7
Education
The University of Texas at Austin 1992 — 1994
Master of Business Administration (MBA), Finance, 3.8
The University of Texas at Austin 1986 — 1990
Bachelor of Business Administration (BBA), Finance, 3.8
The University of Texas at Austin 1986 — 1990
Bachelor of Arts (BA), Plan II Honors Liberal Arts, 3.65
Bruce Grossman's UBS Securities Co., Ltd Experience 1996 - 1998
Job Vice Chairman of The Grossman Family Philanthropic Foundation
Industry Philanthropy
Experience
Dillon Hill Investment Company, LLC March 2014 - Present
Debbon Capital, L.P. 2012 - Present
Grossman Family Philanthropic Foundation 2012 - Present
Dillon Hill Capital LLC 2009 - Present
Avenue Capital Group 1998 - 2009
UBS Securities Co., Ltd 1996 - 1998
Lehman Brothers Holdings Inc. 1994 - 1996
Kidder Peabody 1987 - 1994
Chase Manhattan bank 1985 - 1987
Skills
Hedge Funds, Investments, Equities, Portfolio Management, Private Equity, Alternative Investments, Venture Capital, Valuation, Asset Management, Capital Markets, Fixed Income, Investment Banking
Education
Tufts University 1981 — 1985
BA, Economics
Dillon Hill Investment Company, LLC March 2014 - Present
Debbon Capital, L.P. 2012 - Present
Grossman Family Philanthropic Foundation 2012 - Present
Dillon Hill Capital LLC 2009 - Present
Avenue Capital Group 1998 - 2009
UBS Securities Co., Ltd 1996 - 1998
Lehman Brothers Holdings Inc. 1994 - 1996
Kidder Peabody 1987 - 1994
Chase Manhattan bank 1985 - 1987
Skills
Hedge Funds, Investments, Equities, Portfolio Management, Private Equity, Alternative Investments, Venture Capital, Valuation, Asset Management, Capital Markets, Fixed Income, Investment Banking
Education
Tufts University 1981 — 1985
BA, Economics
David Drapkin's UBS Securities Co., Ltd Experience June 2010 - August 2010
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2013 - Present
BlackRock August 2011 - May 2013
UBS Securities Co., Ltd June 2010 - August 2010
BlackRock June 2009 - August 2009
Skills
Bloomberg, Fixed Income
Education
University of Pennsylvania - The Wharton School 2007 — 2011
BS, Economics
Goldman Sachs May 2013 - Present
BlackRock August 2011 - May 2013
UBS Securities Co., Ltd June 2010 - August 2010
BlackRock June 2009 - August 2009
Skills
Bloomberg, Fixed Income
Education
University of Pennsylvania - The Wharton School 2007 — 2011
BS, Economics
Sandy Reinhardt's UBS Securities Co., Ltd Experience May 2007 - October 2008
Job Sales Representative at Re/max Proffesionals Inc.
Industry Real Estate
Experience
Re/max Proffesionals Inc. May 2011 - Present
UBS Securities Co., Ltd May 2007 - October 2008
Merrill Lynch Canada Inc. January 2000 - May 2007
Education
University of Guelph 1981 — 1985
Bachelor of Arts, Economics
Martingrove C. I. 1977 — 1981
Re/max Proffesionals Inc. May 2011 - Present
UBS Securities Co., Ltd May 2007 - October 2008
Merrill Lynch Canada Inc. January 2000 - May 2007
Education
University of Guelph 1981 — 1985
Bachelor of Arts, Economics
Martingrove C. I. 1977 — 1981
Joseph Mooney's UBS Securities Co., Ltd Experience August 2015 - Present
Job Electronic Trading Sales at UBS Securities Co., Ltd
Industry Financial Services
Experience
UBS Securities Co., Ltd August 2015 - Present
RBS Markets & International Banking August 2012 - August 2015
Morgan Stanley 2006 - August 2012
Bear Stearns September 2004 - March 2006
Skills
Sales, Equities, Hedge Funds, Trading, Electronic Trading, Derivatives, Prime Brokerage, Bloomberg, Equity Derivatives, Fixed Income, Options, Trading Systems, Investment Banking, Financial Markets
Education
Lynchburg College 1988 — 1992
Bachelor of Arts (BA), History
UBS Securities Co., Ltd August 2015 - Present
RBS Markets & International Banking August 2012 - August 2015
Morgan Stanley 2006 - August 2012
Bear Stearns September 2004 - March 2006
Skills
Sales, Equities, Hedge Funds, Trading, Electronic Trading, Derivatives, Prime Brokerage, Bloomberg, Equity Derivatives, Fixed Income, Options, Trading Systems, Investment Banking, Financial Markets
Education
Lynchburg College 1988 — 1992
Bachelor of Arts (BA), History
Sungsik Ji's UBS Securities Co., Ltd Experience September 2012 - November 2012
Job
Industry
Experience
UBS Securities Co., Ltd September 2012 - November 2012
Education
Cornell University 2012 — 2013
Engineering Management, Master of Engineering (MEng)
한양대학교 / Hanyang University 2011 — 2011
Information Technology, Master of Business Administration (MBA)
Cornell University 2005 — 2010
Operations Research, Bachelor's degree
UBS Securities Co., Ltd September 2012 - November 2012
Education
Cornell University 2012 — 2013
Engineering Management, Master of Engineering (MEng)
한양대학교 / Hanyang University 2011 — 2011
Information Technology, Master of Business Administration (MBA)
Cornell University 2005 — 2010
Operations Research, Bachelor's degree
Kathy Guarino's UBS Securities Co., Ltd Experience October 1990 - October 1996
Job Bookkeeper at S & S Industries
Industry Textiles
Experience
S & S Industries February 2013 - Present
Andrew Morgan Collection January 2011 - October 2012
Independent Bronx Consultation Center January 1996 - December 2009
UBS Securities Co., Ltd October 1990 - October 1996
Education
Iona College 1986 — 1990
Bachelor of Business Administration (BBA), Accounting
S & S Industries February 2013 - Present
Andrew Morgan Collection January 2011 - October 2012
Independent Bronx Consultation Center January 1996 - December 2009
UBS Securities Co., Ltd October 1990 - October 1996
Education
Iona College 1986 — 1990
Bachelor of Business Administration (BBA), Accounting
Sandra Robinson-Clouden's UBS Securities Co., Ltd Experience March 2003 - November 2006
Job Health, Wellness and Fitness Professional
Industry Health, Wellness and Fitness
Experience
Weight Watchers May 2011 - Present
ISP October 2007 - January 2011
Barclays Capital April 2007 - October 2007
UBS Securities Co., Ltd March 2003 - November 2006
Morgan Stanley June 1998 - November 2001
Sanford C. Bernstein January 1995 - June 1998
Education
Kingsborough Community College 2002 — 2003
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General, 3.0
Weight Watchers May 2011 - Present
ISP October 2007 - January 2011
Barclays Capital April 2007 - October 2007
UBS Securities Co., Ltd March 2003 - November 2006
Morgan Stanley June 1998 - November 2001
Sanford C. Bernstein January 1995 - June 1998
Education
Kingsborough Community College 2002 — 2003
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General, 3.0
Jay C. Rubloff's UBS Securities Co., Ltd Experience January 1985 - May 1989
Job Managing Director at Cambridge International Securities
Industry Investment Banking
Experience
Cambridge International Securities January 1999 - Present
Credit Lyonnais Securities January 1995 - November 1998
Bear Stearns March 1993 - November 1995
Swiss Bank Corporation June 1989 - March 1993
UBS Securities Co., Ltd January 1985 - May 1989
Dean Witter Reynolds March 1983 - January 1985
Skills
Fixed Income, Management, Capital Markets
Education
Queens College
Bachelor of Arts (BA), Economics
Cambridge International Securities January 1999 - Present
Credit Lyonnais Securities January 1995 - November 1998
Bear Stearns March 1993 - November 1995
Swiss Bank Corporation June 1989 - March 1993
UBS Securities Co., Ltd January 1985 - May 1989
Dean Witter Reynolds March 1983 - January 1985
Skills
Fixed Income, Management, Capital Markets
Education
Queens College
Bachelor of Arts (BA), Economics
Toria Wang's UBS Securities Co., Ltd Experience July 2011 - December 2011
Job Auditor at Wei, Wei & Co., LLP
Industry Accounting
Experience
Wei, Wei & Co., LLP June 2014 - Present
St. John's University August 2013 - May 2014
Touro College September 2013 - December 2013
St. John's University December 2012 - July 2013
UBS Securities Co., Ltd July 2011 - December 2011
Skills
Financial Accounting, Accounting, Invoicing, Time Management, Accounts Payable, Microsoft Excel
Education
St. John's University 2012 — 2015
Master's degree, Accounting
St.johns university 2012 — 2015
Master's degree, Accounting
Wei, Wei & Co., LLP June 2014 - Present
St. John's University August 2013 - May 2014
Touro College September 2013 - December 2013
St. John's University December 2012 - July 2013
UBS Securities Co., Ltd July 2011 - December 2011
Skills
Financial Accounting, Accounting, Invoicing, Time Management, Accounts Payable, Microsoft Excel
Education
St. John's University 2012 — 2015
Master's degree, Accounting
St.johns university 2012 — 2015
Master's degree, Accounting
John V. Smith's UBS Securities Co., Ltd Experience February 1997 - November 2007
Job Assistant Manager at Boston Market
Industry Restaurants
Experience
Boston Market June 2012 - Present
Bruster's Real Ice Cream/Nathan's Hot Dogs May 2009 - December 2011
UBS Securities Co., Ltd February 1997 - November 2007
Skills
Account Reconciliation, Restaurant Management, Back Office, Hiring Employees, Bank Reconciliation, Commercial Banking, Microsoft Excel, Customer Service, Cashiering, Cash Management, Food & Beverage, Compensations, Claim Investigation, Food Service, Food Safety, Food Preparation, Certified Food Manager, Data Entry
Education
Pace University 1981 — 1982
Bronx High School of Science 1975 — 1979
Boston Market June 2012 - Present
Bruster's Real Ice Cream/Nathan's Hot Dogs May 2009 - December 2011
UBS Securities Co., Ltd February 1997 - November 2007
Skills
Account Reconciliation, Restaurant Management, Back Office, Hiring Employees, Bank Reconciliation, Commercial Banking, Microsoft Excel, Customer Service, Cashiering, Cash Management, Food & Beverage, Compensations, Claim Investigation, Food Service, Food Safety, Food Preparation, Certified Food Manager, Data Entry
Education
Pace University 1981 — 1982
Bronx High School of Science 1975 — 1979
Marcea Driscoll's UBS Securities Co., Ltd Experience 1989 - 1992
Job Financial Services Professional, Philanthropy, Education
Industry Financial Services
Experience
The Miquon School 2004 - 2009
Cypress Asset Management 1996 - 1996
Dinner Key Advisors 1992 - 1994
UBS Securities Co., Ltd 1989 - 1992
Salomon Brothers 1985 - 1989
Education
Stanford University
Bachelor of Science (BS), Mathematical and Computational Sciences
The Miquon School 2004 - 2009
Cypress Asset Management 1996 - 1996
Dinner Key Advisors 1992 - 1994
UBS Securities Co., Ltd 1989 - 1992
Salomon Brothers 1985 - 1989
Education
Stanford University
Bachelor of Science (BS), Mathematical and Computational Sciences
Hiroko Komiya's UBS Securities Co., Ltd Experience 1989 - August 1992
Job Sr. System Test Engineer | SW/HW Testing | Quality Assurance | Localization & Globalization | Translation | Leadership
Industry Computer Hardware
Experience
NEC Corporation of America April 2003 - December 2013
NEC Corporation of America May 2002 - March 2003
NEC Corporation of America April 2000 - April 2002
NEC Corporation of America January 1998 - March 2000
UBS Securities Co., Ltd 1989 - August 1992
Skills
Testing, Databases, System Testing, Hardware, Software Documentation, Test Cases, Software Quality..., Test Planning, Storage, Team Leadership, Project Management, Translation, Cross-functional Team..., Team Management, Business Analysis, SharePoint, Enterprise Software, Linux
Education
San Francisco State University 1995 — 1997
Master of Business Administration (MBA), Business Analysis
San Francisco State University 1992 — 1995
Bachelor of Science (BS) in Business Administration, Computer Information Systems
NEC Corporation of America April 2003 - December 2013
NEC Corporation of America May 2002 - March 2003
NEC Corporation of America April 2000 - April 2002
NEC Corporation of America January 1998 - March 2000
UBS Securities Co., Ltd 1989 - August 1992
Skills
Testing, Databases, System Testing, Hardware, Software Documentation, Test Cases, Software Quality..., Test Planning, Storage, Team Leadership, Project Management, Translation, Cross-functional Team..., Team Management, Business Analysis, SharePoint, Enterprise Software, Linux
Education
San Francisco State University 1995 — 1997
Master of Business Administration (MBA), Business Analysis
San Francisco State University 1992 — 1995
Bachelor of Science (BS) in Business Administration, Computer Information Systems
David Wilburn's UBS Securities Co., Ltd Experience 1988 - 1991
Job Credit Risk Manager at Salisbury Bank and Trust Company
Industry Banking
Experience
Salisbury Bank and Trust Company 2009 - Present
Legg Mason 2001 - 2004
Paine Webber 1991 - 2001
UBS Securities Co., Ltd 1988 - 1991
Kidder Peabody 1983 - 1988
Tennessee Valley Authority 1979 - 1983
Skills
Jack Henry, Underwriting, Bloomberg, Microsoft Excel, Risk Management, Tax exempt financing, Investment Banking
Education
St. John's University 1977 — 1979
Doctor of Law (J.D.)
University of Notre Dame 1966 — 1970
Bachelor of Arts (B.A.), Political Science and Government
Salisbury Bank and Trust Company 2009 - Present
Legg Mason 2001 - 2004
Paine Webber 1991 - 2001
UBS Securities Co., Ltd 1988 - 1991
Kidder Peabody 1983 - 1988
Tennessee Valley Authority 1979 - 1983
Skills
Jack Henry, Underwriting, Bloomberg, Microsoft Excel, Risk Management, Tax exempt financing, Investment Banking
Education
St. John's University 1977 — 1979
Doctor of Law (J.D.)
University of Notre Dame 1966 — 1970
Bachelor of Arts (B.A.), Political Science and Government
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation