UBS Warburg
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UBS Warburg Employees
Employee
Years
Job
Industry
Santiago Coleman Santiago Coleman's UBS Warburg Experience 2000 - 2003
Job Vice President, Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance 2003 - Present
UBS Warburg 2000 - 2003
Donaldson Lufkin & Jenrette 1998 - 2000
Skills
Financial Modeling, Financial Analysis, Credit Analysis, Banking, Private Equity, Credit, Loans, Valuation, Finance, Corporate Finance, Investment Banking, Due Diligence, Investments, Capital Markets, Mergers & Acquisitions, Asset Management
Education
University of Southern California 1995 — 1998
BA, Economics
Wells Fargo Capital Finance 2003 - Present
UBS Warburg 2000 - 2003
Donaldson Lufkin & Jenrette 1998 - 2000
Skills
Financial Modeling, Financial Analysis, Credit Analysis, Banking, Private Equity, Credit, Loans, Valuation, Finance, Corporate Finance, Investment Banking, Due Diligence, Investments, Capital Markets, Mergers & Acquisitions, Asset Management
Education
University of Southern California 1995 — 1998
BA, Economics
Rafael Castro Jr Rafael Castro Jr's UBS Warburg Experience September 2000 - October 2002
Job Real Estate Consultant
Industry Real Estate
Experience
RE/MAX Star Properties August 2010 - Present
Access Financial & R.E.S.I. October 2008 - August 2010
Alliance Window January 2003 - July 2008
UBS Warburg September 2000 - October 2002
Skills
Real Estate, Short Sales, Investors, REO, Foreclosures, Distressed Property, Sellers, Listings, Residential, First Time Home Buyers, Investment Properties, Buyer Representation, Townhomes, Residential Homes, Condos, Real Estate Transactions, Property, Selling, Investments, Move Up Buyers, Relocation, Single Family Homes, Referrals, Buyers, Real Property, Commercial Real Estate, Leases, Real Estate Development, FHA, Luxury, Negotiation, Sales, Refinance, Contract Negotiation, Property Management, Resellers, Brokerage, Rentals, New Homes, Income Properties, ABR, SFR, Vacation Homes, Seniors, National Association of..., HUD, New Home Sales, 1031 Exchanges, Mortgage Lending, Keys
Education
California State University-Hayward 1997 — 2000
Business Administratiion, Finance and Managerial Economics
RE/MAX Star Properties August 2010 - Present
Access Financial & R.E.S.I. October 2008 - August 2010
Alliance Window January 2003 - July 2008
UBS Warburg September 2000 - October 2002
Skills
Real Estate, Short Sales, Investors, REO, Foreclosures, Distressed Property, Sellers, Listings, Residential, First Time Home Buyers, Investment Properties, Buyer Representation, Townhomes, Residential Homes, Condos, Real Estate Transactions, Property, Selling, Investments, Move Up Buyers, Relocation, Single Family Homes, Referrals, Buyers, Real Property, Commercial Real Estate, Leases, Real Estate Development, FHA, Luxury, Negotiation, Sales, Refinance, Contract Negotiation, Property Management, Resellers, Brokerage, Rentals, New Homes, Income Properties, ABR, SFR, Vacation Homes, Seniors, National Association of..., HUD, New Home Sales, 1031 Exchanges, Mortgage Lending, Keys
Education
California State University-Hayward 1997 — 2000
Business Administratiion, Finance and Managerial Economics
Serge Goldoff Serge Goldoff's UBS Warburg Experience 2001 - 2003
Job Director at GoldenMoney
Industry Information Technology and Services
Experience
GoldenMoney March 2009 - Present
IBM Canada Ltd. April 2011 - August 2013
Shoppers Drug Mart April 2010 - January 2011
Waytelecom 2009 - 2010
Direct Energy October 2009 - December 2009
Toronto Hydro October 2006 - December 2009
Smarth Machine October 2009 - October 2009
Direct Energy Operations, Inc. 2009 - 2009
LUKOIL-INFORM 2003 - 2004
ubs warburg 2001 - 2003
Skills
Energy, Retail Industry, Trading Floor, Oil, Investment Banking, Telecommunications, Project Planning, Program Management, ITIL, PMO, Requirements Analysis, Team Building, Project Delivery, MS Project, Team Leadership, Risk Management, Business Management, Vendor Management, Visio, Process Improvement, Customer Relations, IT Management, Problem Solving, Business Process, Risk Mitigation, RFP, Negotiation, Team Management
Education
Moscow State Technological University "Stankin" 1984 — 1990
Masters, Computer Engineering
GoldenMoney March 2009 - Present
IBM Canada Ltd. April 2011 - August 2013
Shoppers Drug Mart April 2010 - January 2011
Waytelecom 2009 - 2010
Direct Energy October 2009 - December 2009
Toronto Hydro October 2006 - December 2009
Smarth Machine October 2009 - October 2009
Direct Energy Operations, Inc. 2009 - 2009
LUKOIL-INFORM 2003 - 2004
ubs warburg 2001 - 2003
Skills
Energy, Retail Industry, Trading Floor, Oil, Investment Banking, Telecommunications, Project Planning, Program Management, ITIL, PMO, Requirements Analysis, Team Building, Project Delivery, MS Project, Team Leadership, Risk Management, Business Management, Vendor Management, Visio, Process Improvement, Customer Relations, IT Management, Problem Solving, Business Process, Risk Mitigation, RFP, Negotiation, Team Management
Education
Moscow State Technological University "Stankin" 1984 — 1990
Masters, Computer Engineering
Juan F. Conde Juan F. Conde's UBS Warburg Experience March 1997 - August 2002
Job Senior Advisor Eleven Canterbury LLC
Industry Financial Services
Experience
Eleven Canterbury, LLC January 2015 - Present
Rebar Systems, LLC May 2013 - January 2015
PNC Financial Services Group March 2009 - December 2012
CIGNA Healthcare February 2007 - October 2008
CIBC World Markets September 2002 - February 2007
UBS Warburg March 1997 - August 2002
SunGard Capital Markets June 1987 - September 1996
Skills
Equities, Foreign Exchange, Risk Management, Trading Systems, Capital Markets, Program Management, Portfolio Management, Financial Services, Asset Management, Securities
Education
Massachusetts Institute of Technology - Sloan School of Management
Advanced Certificate for Senior Executives
William & Mary
Bachelor's degree
Eleven Canterbury, LLC January 2015 - Present
Rebar Systems, LLC May 2013 - January 2015
PNC Financial Services Group March 2009 - December 2012
CIGNA Healthcare February 2007 - October 2008
CIBC World Markets September 2002 - February 2007
UBS Warburg March 1997 - August 2002
SunGard Capital Markets June 1987 - September 1996
Skills
Equities, Foreign Exchange, Risk Management, Trading Systems, Capital Markets, Program Management, Portfolio Management, Financial Services, Asset Management, Securities
Education
Massachusetts Institute of Technology - Sloan School of Management
Advanced Certificate for Senior Executives
William & Mary
Bachelor's degree
Mayte Lopez Mayte Lopez's UBS Warburg Experience 1997 - 1999
Job Sr. HR Advisor at Mana Products
Industry Facilities Services
Experience
Mana Products August 2015 - Present
Affordable First Homes Inc. November 2014 - August 2015
Pitney Bowes August 2008 - March 2014
Pitney Bowes May 2006 - August 2008
Penguin Group 2000 - 2004
UBS Warburg 1997 - 1999
Skills
Employee Relations, Onboarding, Applicant Tracking..., College Recruiting, Leadership Development, Coaching, Account Management, Taleo, Change Management, Outlook, Performance Management, Talent Acquisition, Management, Talent Management, Customer Service, Process Improvement, Contract Negotiation, Team Building, Employee Engagement, Human Resources, Negotiation, Training, Recruiting, Succession Planning, Sourcing, Interviews, Hiring, Personnel Management, Leadership, Program Management, Time Management, Temporary Placement, CRM, Cold Calling, Job Fairs, Sales, Customer Retention, HR Policy Formulation
Education
Fordham University 1987 — 1992
Bachelor of Arts, Economics
Fordham University
Bachelor's degree, Economics
Mana Products August 2015 - Present
Affordable First Homes Inc. November 2014 - August 2015
Pitney Bowes August 2008 - March 2014
Pitney Bowes May 2006 - August 2008
Penguin Group 2000 - 2004
UBS Warburg 1997 - 1999
Skills
Employee Relations, Onboarding, Applicant Tracking..., College Recruiting, Leadership Development, Coaching, Account Management, Taleo, Change Management, Outlook, Performance Management, Talent Acquisition, Management, Talent Management, Customer Service, Process Improvement, Contract Negotiation, Team Building, Employee Engagement, Human Resources, Negotiation, Training, Recruiting, Succession Planning, Sourcing, Interviews, Hiring, Personnel Management, Leadership, Program Management, Time Management, Temporary Placement, CRM, Cold Calling, Job Fairs, Sales, Customer Retention, HR Policy Formulation
Education
Fordham University 1987 — 1992
Bachelor of Arts, Economics
Fordham University
Bachelor's degree, Economics
Rick Tuley Rick Tuley's UBS Warburg Experience 1999 - 2000
Job President, Destiny Development Corporation
Industry Real Estate
Experience
Destiny Development Corporation November 2001 - Present
Richard Tuley Realty, Inc. 1989 - Present
GROUNDFLOOR Finance December 2014 - Present
Tuley & Tuley Inc. October 2001 - Present
Katalyst Venture Partners 2000 - 2001
UBS Warburg 1999 - 2000
EY January 1992 - April 1992
Skills
Investments, Construction, Land, Contract Negotiation, Zoning, Real Estate Development, Residential, Land Development, Real Estate, Real Estate Investment, Financial Analysis, Investment Properties, Property Management, Due Diligence, Brokerage, Private Equity, Start-ups, Leveraged Finance, Capital Raising, Team Building, Residential Homes, Sales, Commercial Real Estate, Sellers, Single Family Homes, Entitlements, Property, Mergers & Acquisitions, Mixed-use, Disposition, Real Estate Transactions, Location Intelligence, Real Estate Economics, Leases, Investors, Real Estate Financing, Venture Capital, Land Acquisition, REO, Valuation, Asset Management, Real Property, Foreclosures, Affordable Housing, Acquisitions, Lease Negotiations, Landlords, Dispositions
Education
Harvard Business School 1997 — 1999
MBA, Finance, General Management
Georgia Institute of Technology 1988 — 1992
BS, Economics, Certificate in Accounting
Wheeler High School 1984 — 1988
Destiny Development Corporation November 2001 - Present
Richard Tuley Realty, Inc. 1989 - Present
GROUNDFLOOR Finance December 2014 - Present
Tuley & Tuley Inc. October 2001 - Present
Katalyst Venture Partners 2000 - 2001
UBS Warburg 1999 - 2000
EY January 1992 - April 1992
Skills
Investments, Construction, Land, Contract Negotiation, Zoning, Real Estate Development, Residential, Land Development, Real Estate, Real Estate Investment, Financial Analysis, Investment Properties, Property Management, Due Diligence, Brokerage, Private Equity, Start-ups, Leveraged Finance, Capital Raising, Team Building, Residential Homes, Sales, Commercial Real Estate, Sellers, Single Family Homes, Entitlements, Property, Mergers & Acquisitions, Mixed-use, Disposition, Real Estate Transactions, Location Intelligence, Real Estate Economics, Leases, Investors, Real Estate Financing, Venture Capital, Land Acquisition, REO, Valuation, Asset Management, Real Property, Foreclosures, Affordable Housing, Acquisitions, Lease Negotiations, Landlords, Dispositions
Education
Harvard Business School 1997 — 1999
MBA, Finance, General Management
Georgia Institute of Technology 1988 — 1992
BS, Economics, Certificate in Accounting
Wheeler High School 1984 — 1988
Rita Abrahams Rita Abrahams's UBS Warburg Experience June 1999 - December 2002
Job Experienced Office Administrator
Industry Public Relations and Communications
Experience
RE/MAX Voyage June 2011 - Present
Events Jolie June 2009 - July 2011
National Action Network February 2008 - June 2009
Praxis Housing Initiatives, Inc. May 2006 - February 2008
Praxis Housing Initiatives, Inc. July 2004 - May 2006
The Culinary Institute of America June 2003 - July 2004
Charles King for Attorney General 2004 2004 - 2004
UBS Warburg June 1999 - December 2002
Salomon Smith Barney 1997 - 1999
Skills
Event Planning, Event Management, Public Speaking, Press Releases, System Administration, Training, Customer Service, Microsoft Office, Human Resources, Staff Development, Community Outreach, Non-profits, Fundraising, Program Management, Management
Education
Fashion Institute of Technology 2007 — 2008
Professional Certificate, Fashion Events Planning
Marist College 1995 — 1999
BA, Psychology
RE/MAX Voyage June 2011 - Present
Events Jolie June 2009 - July 2011
National Action Network February 2008 - June 2009
Praxis Housing Initiatives, Inc. May 2006 - February 2008
Praxis Housing Initiatives, Inc. July 2004 - May 2006
The Culinary Institute of America June 2003 - July 2004
Charles King for Attorney General 2004 2004 - 2004
UBS Warburg June 1999 - December 2002
Salomon Smith Barney 1997 - 1999
Skills
Event Planning, Event Management, Public Speaking, Press Releases, System Administration, Training, Customer Service, Microsoft Office, Human Resources, Staff Development, Community Outreach, Non-profits, Fundraising, Program Management, Management
Education
Fashion Institute of Technology 2007 — 2008
Professional Certificate, Fashion Events Planning
Marist College 1995 — 1999
BA, Psychology
Indrani De, CFA, PRM Indrani De, CFA, PRM's UBS Warburg Experience 2001 - 2001
Job Senior Director of Quantitative Research at New Amsterdam Partners LLC
Industry Investment Management
Experience
New Amsterdam Partners LLC September 2001 - Present
Society of Quantitative Analysts July 2015 - Present
UBS Warburg 2001 - 2001
GE Capital 1996 - 1998
20th Century Venture Capital 1993 - 1995
Skills
Macroeconomics, Bloomberg, Equities, Portfolio Management, Investments, Quantitative Analysis, Asset Management, Valuation, Quantitative Finance, SAS, Financial Modeling, Risk, Equity Research, Factset, Economics, Statistics, Time Series Analysis, Quantitative Modeling, Emerging Markets, Investment Strategies, Hedge Funds, Quantitative Analytics, Sustainable Investing, Backtesting, Alpha Generation, Financial Statement..., Quantitative Models, Corporate Finance, Capital Markets, Alternative Investments, Private Equity, Venture Capital, Financial Risk, Socially Responsible..., ESG, Public Speaking, Investment Banking, Econometrics, Investment Management, Portfolio Optimization, Equity Valuation, Quantitative Investing, Global Macro, Market Risk, Asset Allocation, Performance Attribution, Risk Management, Derivatives
Education
Indian Institute of Management, Bangalore 1990 — 1992
MBA, Finance & Economics
Delhi University 1987 — 1990
Bachelor of Arts, Economics (Honors) From Lady Sri Ram College
The Graduate Center, City University of New York
Master’s Degree, PhD (Finance)
New Amsterdam Partners LLC September 2001 - Present
Society of Quantitative Analysts July 2015 - Present
UBS Warburg 2001 - 2001
GE Capital 1996 - 1998
20th Century Venture Capital 1993 - 1995
Skills
Macroeconomics, Bloomberg, Equities, Portfolio Management, Investments, Quantitative Analysis, Asset Management, Valuation, Quantitative Finance, SAS, Financial Modeling, Risk, Equity Research, Factset, Economics, Statistics, Time Series Analysis, Quantitative Modeling, Emerging Markets, Investment Strategies, Hedge Funds, Quantitative Analytics, Sustainable Investing, Backtesting, Alpha Generation, Financial Statement..., Quantitative Models, Corporate Finance, Capital Markets, Alternative Investments, Private Equity, Venture Capital, Financial Risk, Socially Responsible..., ESG, Public Speaking, Investment Banking, Econometrics, Investment Management, Portfolio Optimization, Equity Valuation, Quantitative Investing, Global Macro, Market Risk, Asset Allocation, Performance Attribution, Risk Management, Derivatives
Education
Indian Institute of Management, Bangalore 1990 — 1992
MBA, Finance & Economics
Delhi University 1987 — 1990
Bachelor of Arts, Economics (Honors) From Lady Sri Ram College
The Graduate Center, City University of New York
Master’s Degree, PhD (Finance)
Nitin Kapur Nitin Kapur's UBS Warburg Experience July 2002 - June 2004
Job Senior Director, Technical Program Manager at Audible (Amazon.com)
Industry Information Technology and Services
Experience
Audible (Amazon.com) 2015 - Present
Audible (Amazon.com) May 2013 - 2015
UBS Investment Bank March 2008 - May 2013
UBS Investment Bank October 2006 - February 2008
UBS Investment Bank June 2004 - September 2006
UBS Warburg July 2002 - June 2004
American Express July 2000 - June 2001
Skills
Project Management, Project Delivery, Certified Scrum Master..., Agile Project Management, Scrum, TDD, Application Architecture, Java, SOA, Spring/JEE, Struts, ORM-Toplink, Web 2.0, Ext JS, JQuery/UI, HTML5, Web Services, Oracle, SQL, HTML 5, Agile Methodologies, Software Project..., Spring, Java Enterprise Edition, Test Driven Development, Requirements Gathering, Enterprise Software, Software Development, Enterprise Architecture
Education
Carnegie Mellon University
Masters, Information Systems Management
University of Pune
Bachelors of Engineering
Army Institute of Technology
Bachelor's degree, Engineering
Audible (Amazon.com) 2015 - Present
Audible (Amazon.com) May 2013 - 2015
UBS Investment Bank March 2008 - May 2013
UBS Investment Bank October 2006 - February 2008
UBS Investment Bank June 2004 - September 2006
UBS Warburg July 2002 - June 2004
American Express July 2000 - June 2001
Skills
Project Management, Project Delivery, Certified Scrum Master..., Agile Project Management, Scrum, TDD, Application Architecture, Java, SOA, Spring/JEE, Struts, ORM-Toplink, Web 2.0, Ext JS, JQuery/UI, HTML5, Web Services, Oracle, SQL, HTML 5, Agile Methodologies, Software Project..., Spring, Java Enterprise Edition, Test Driven Development, Requirements Gathering, Enterprise Software, Software Development, Enterprise Architecture
Education
Carnegie Mellon University
Masters, Information Systems Management
University of Pune
Bachelors of Engineering
Army Institute of Technology
Bachelor's degree, Engineering
Ernest Yu Ernest Yu's UBS Warburg Experience December 1993 - June 2002
Job Software Developer at Spotify
Industry Computer Software
Experience
Spotify April 2011 - Present
Lime Wire LLC July 2010 - October 2010
Lime Wire LLC November 2008 - June 2010
Invision Inc. January 2008 - October 2008
Invision Inc. September 2003 - August 2007
PfcViewer project October 2002 - December 2006
Springer US September 1990 - September 2005
UBS Warburg December 1993 - June 2002
Skills
Git, Scrum, CSS, Java Enterprise Edition, Agile Methodologies, Web Services, JSP, MySQL, Java, Web Applications, Oracle, SQL, Linux, Android, JavaScript, Apache, Mobile Applications, Perl, C++, Hibernate, Software Development, SOAP, AJAX
Education
New York University 2000 — 2003
Certificate, Object-Oriented Programming (Java)
Stanford University 1981 — 1983
M.S., Engineering-Economic Systems
Massachusetts Institute of Technology 1974 — 1978
B.S., Electrical Engineering
Spotify April 2011 - Present
Lime Wire LLC July 2010 - October 2010
Lime Wire LLC November 2008 - June 2010
Invision Inc. January 2008 - October 2008
Invision Inc. September 2003 - August 2007
PfcViewer project October 2002 - December 2006
Springer US September 1990 - September 2005
UBS Warburg December 1993 - June 2002
Skills
Git, Scrum, CSS, Java Enterprise Edition, Agile Methodologies, Web Services, JSP, MySQL, Java, Web Applications, Oracle, SQL, Linux, Android, JavaScript, Apache, Mobile Applications, Perl, C++, Hibernate, Software Development, SOAP, AJAX
Education
New York University 2000 — 2003
Certificate, Object-Oriented Programming (Java)
Stanford University 1981 — 1983
M.S., Engineering-Economic Systems
Massachusetts Institute of Technology 1974 — 1978
B.S., Electrical Engineering
D. Troy Moritz's UBS Warburg Experience 2000 - 2002
Job Practice Director and CSO, Infrastructure, Security and Risk at The Ascend
Industry Financial Services
Experience
The Ascend May 2010 - Present
Reed Elsevier July 2010 - July 2012
Allscripts Healthcare Solutions June 2007 - October 2008
Safeco April 2006 - July 2006
CNA April 2003 - April 2006
UBS Warburg 2000 - 2002
Skills
Risk Management, Project Management, Technical Architecture, Change Management, Integration, Strategic Negotiations, Information Security..., Strategic Leadership, Technical Leadership, Security Architecture..., Negotiation, Contract Negotiation, Legal Compliance, Enterprise Architecture, HIPAA, PCI DSS, SOX Compliancy, FISMA, Glba, ITIL, Network Architecture, Data Centre Architecture, Security, Program Management, Enterprise Software, Data Center, Team Building, Vendor Management, Strategic Planning, Leadership, IT Strategy, Telecommunications, Management, Governance, Security Management, CISSP, IT Management, Identity Management, Mergers & Acquisitions, Strategy, Outsourcing, Virtualization, Information Technology, Information Security, Business Continuity, Network Security, Cloud Computing, E-commerce, Disaster Recovery, Infrastructure
Education
University of Notre Dame - Mendoza College of Business 2005 — 2007
MBA, Executive Leadership, Advanced Negotiations
The Ascend May 2010 - Present
Reed Elsevier July 2010 - July 2012
Allscripts Healthcare Solutions June 2007 - October 2008
Safeco April 2006 - July 2006
CNA April 2003 - April 2006
UBS Warburg 2000 - 2002
Skills
Risk Management, Project Management, Technical Architecture, Change Management, Integration, Strategic Negotiations, Information Security..., Strategic Leadership, Technical Leadership, Security Architecture..., Negotiation, Contract Negotiation, Legal Compliance, Enterprise Architecture, HIPAA, PCI DSS, SOX Compliancy, FISMA, Glba, ITIL, Network Architecture, Data Centre Architecture, Security, Program Management, Enterprise Software, Data Center, Team Building, Vendor Management, Strategic Planning, Leadership, IT Strategy, Telecommunications, Management, Governance, Security Management, CISSP, IT Management, Identity Management, Mergers & Acquisitions, Strategy, Outsourcing, Virtualization, Information Technology, Information Security, Business Continuity, Network Security, Cloud Computing, E-commerce, Disaster Recovery, Infrastructure
Education
University of Notre Dame - Mendoza College of Business 2005 — 2007
MBA, Executive Leadership, Advanced Negotiations
Brian Cashin Brian Cashin's UBS Warburg Experience January 1996 - December 1997
Job Head, Programs & Platforms at Astor Capital Management
Industry Financial Services
Experience
Astor Capital Management March 2014 - Present
TD Wealth Management July 2012 - March 2014
Astor Capital Management September 2009 - July 2012
State Street Corporation March 2003 - December 2008
Dutsche Bank Trust Company Americas August 2000 - February 2003
Bankers Trust January 1998 - July 2000
UBS Warburg January 1996 - December 1997
BANK OF AMERICA June 1992 - December 1995
Skills
Banking, Global Custody, Financial Services, Strategy, Securities, CRM, FINRA, SEC, OCC, CFTC, Clearing & Settlement, Operational Risk..., Key Account Management, Managed Accounts, Separately Managed..., Unified Managed Accounts, Asset Management, Asset Allocation, Distribution Strategies, Broker-Dealer, Registered Investment..., Wealth Management, Program Management, Private Banking, Trust Services, Insurance, Client Segmentation, HNW, UHNW, Mass Affluent, Institutional..., PMO, FACTA, Dodd-Frank, Suitability, Fiduciary, Rebalancing, Contract Negotiation, Third Party Vendor..., Executive Reporting, Trading Systems, Securities Lending, Global Customer Service, Client Development
Education
Hofstra University
Bachelor, Business Administration; Marketing
Chaminade HS 1980 — 1984
Astor Capital Management March 2014 - Present
TD Wealth Management July 2012 - March 2014
Astor Capital Management September 2009 - July 2012
State Street Corporation March 2003 - December 2008
Dutsche Bank Trust Company Americas August 2000 - February 2003
Bankers Trust January 1998 - July 2000
UBS Warburg January 1996 - December 1997
BANK OF AMERICA June 1992 - December 1995
Skills
Banking, Global Custody, Financial Services, Strategy, Securities, CRM, FINRA, SEC, OCC, CFTC, Clearing & Settlement, Operational Risk..., Key Account Management, Managed Accounts, Separately Managed..., Unified Managed Accounts, Asset Management, Asset Allocation, Distribution Strategies, Broker-Dealer, Registered Investment..., Wealth Management, Program Management, Private Banking, Trust Services, Insurance, Client Segmentation, HNW, UHNW, Mass Affluent, Institutional..., PMO, FACTA, Dodd-Frank, Suitability, Fiduciary, Rebalancing, Contract Negotiation, Third Party Vendor..., Executive Reporting, Trading Systems, Securities Lending, Global Customer Service, Client Development
Education
Hofstra University
Bachelor, Business Administration; Marketing
Chaminade HS 1980 — 1984
Peggy Brady Peggy Brady's UBS Warburg Experience June 1998 - August 1998
Job Strategic, operational and financial problem solver
Industry Management Consulting
Experience
Compass DC September 2012 - June 2014
Long & Foster Companies October 2002 - October 2011
Varian Semiconductor Equipment Associates, Inc. February 2001 - April 2002
Perks.com 1999 - 2001
Virtualis Systems, Inc. June 1999 - October 1999
UBS Warburg June 1998 - August 1998
KPMG 1994 - 1997
Skills
Management, Strategic Planning, Analysis, Budgets, Business Strategy, Project Planning, Due Diligence, Fundraising, Project Management, Product Marketing, Program Management, Marketing, Contract Negotiation, Strategic Financial..., Volunteer Management, Non-profit Volunteer, Product Development, Strategy
Education
Harvard Business School 1997 — 1999
MBA
University of the Witwatersrand 1990 — 1993
Bachelor of Commerce with Honors, Financial and Managerial Accounting
Compass DC September 2012 - June 2014
Long & Foster Companies October 2002 - October 2011
Varian Semiconductor Equipment Associates, Inc. February 2001 - April 2002
Perks.com 1999 - 2001
Virtualis Systems, Inc. June 1999 - October 1999
UBS Warburg June 1998 - August 1998
KPMG 1994 - 1997
Skills
Management, Strategic Planning, Analysis, Budgets, Business Strategy, Project Planning, Due Diligence, Fundraising, Project Management, Product Marketing, Program Management, Marketing, Contract Negotiation, Strategic Financial..., Volunteer Management, Non-profit Volunteer, Product Development, Strategy
Education
Harvard Business School 1997 — 1999
MBA
University of the Witwatersrand 1990 — 1993
Bachelor of Commerce with Honors, Financial and Managerial Accounting
Daniel A. Muschar Daniel A. Muschar's UBS Warburg Experience January 2002 - January 2003
Job Information Technology Services Management
Industry Information Technology and Services
Experience
Fiserv May 2012 - Present
Minntech Corporation January 2010 - May 2012
Gexa Energy December 2008 - January 2010
Stewart Title - Lender Services Company December 2003 - December 2008
UBS Warburg January 2002 - January 2003
Enron Corporation March 1999 - January 2002
Arthur Andersen 1998 - 1999
Skills
IT Management, Business Analysis, Project Management, Disaster Recovery, SharePoint, Requirements Analysis, Process Improvement, IT Strategy, SDLC, Cloud Computing, Management, Strategy, Software Development, Leadership, Networking
Education
Certifications and Training 2012 — 2012
ITIL Foundation
Columbia Southern University 2004 — 2009
Bachelor of Science
Fiserv May 2012 - Present
Minntech Corporation January 2010 - May 2012
Gexa Energy December 2008 - January 2010
Stewart Title - Lender Services Company December 2003 - December 2008
UBS Warburg January 2002 - January 2003
Enron Corporation March 1999 - January 2002
Arthur Andersen 1998 - 1999
Skills
IT Management, Business Analysis, Project Management, Disaster Recovery, SharePoint, Requirements Analysis, Process Improvement, IT Strategy, SDLC, Cloud Computing, Management, Strategy, Software Development, Leadership, Networking
Education
Certifications and Training 2012 — 2012
ITIL Foundation
Columbia Southern University 2004 — 2009
Bachelor of Science
Meredith Larson's UBS Warburg Experience July 2002 - March 2003
Job Digital Product Manager at Capital Group
Industry Financial Services
Experience
Capital Group February 2011 - Present
Capital Group September 2008 - February 2011
Capital Group June 2006 - September 2008
CIGNA HealthCare June 2005 - June 2006
UBS Investment Bank April 2003 - June 2005
UBS Warburg July 2002 - March 2003
Skills
Strategy, Business Analysis, Product Management, Strategic Planning, Leadership, Team Building, Training, Applicant Tracking..., College Recruiting, Onboarding, Vendor Management, Talent Acquisition, Recruiting, Talent Management, Process Improvement, Financial Services
Education
Boston College 1999 — 2002
Honors B.S., 3 Yr Graduate, Operations & Strategic Mgmt, Management of Information Systems
Herricks High School 1995 — 1999
Honors Regents, High School Diploma
Capital Group February 2011 - Present
Capital Group September 2008 - February 2011
Capital Group June 2006 - September 2008
CIGNA HealthCare June 2005 - June 2006
UBS Investment Bank April 2003 - June 2005
UBS Warburg July 2002 - March 2003
Skills
Strategy, Business Analysis, Product Management, Strategic Planning, Leadership, Team Building, Training, Applicant Tracking..., College Recruiting, Onboarding, Vendor Management, Talent Acquisition, Recruiting, Talent Management, Process Improvement, Financial Services
Education
Boston College 1999 — 2002
Honors B.S., 3 Yr Graduate, Operations & Strategic Mgmt, Management of Information Systems
Herricks High School 1995 — 1999
Honors Regents, High School Diploma
Jean Safar's UBS Warburg Experience June 1996 - May 1999
Job Founder, CTO QuartetFS
Industry Computer Software
Experience
Quartet FS April 2005 - Present
Cloudsoft September 2011 - Present
DataSynapse September 2003 - March 2005
Societe Generale January 2003 - September 2003
Florence December 2001 - December 2002
Dresdner Kleinwort Wasserstein March 2000 - November 2001
OnSite K.K. November 1999 - March 2000
Lehman Brothers June 1999 - March 2000
UBS Warburg June 1996 - May 1999
NationsBanc-CRT June 1995 - June 1996
Skills
Distributed Systems, Agile Methodologies, Cloud Computing, Java, Java Enterprise Edition, Enterprise Software, SOA, Business Intelligence, Architecture, Big Data, Integration, Trading Systems, Start-ups, Grid Computing, Scalability, ActivePivot, Spring, High Performance..., SaaS, System Architecture, Software Development, Multithreading, Software Project..., Enterprise Architecture, C++, IT Strategy, Scrum, Maven, Object Oriented Design, Web Services, Open Source, Design Patterns, Hibernate, Software Design, Objective-C, Scala, Architectures, EAI, UML, Mac OS X, Distributed Architecture, Distributed Caching, Hazelcast, DataSynapse GridServer, Event Processing, Enterprise, TOGAF, Clojure
Education
Ecole centrale de Paris 1986 — 1989
Masters of Science, Applied Mathematics
Lycee St Louis 1983 — 1986
Quartet FS April 2005 - Present
Cloudsoft September 2011 - Present
DataSynapse September 2003 - March 2005
Societe Generale January 2003 - September 2003
Florence December 2001 - December 2002
Dresdner Kleinwort Wasserstein March 2000 - November 2001
OnSite K.K. November 1999 - March 2000
Lehman Brothers June 1999 - March 2000
UBS Warburg June 1996 - May 1999
NationsBanc-CRT June 1995 - June 1996
Skills
Distributed Systems, Agile Methodologies, Cloud Computing, Java, Java Enterprise Edition, Enterprise Software, SOA, Business Intelligence, Architecture, Big Data, Integration, Trading Systems, Start-ups, Grid Computing, Scalability, ActivePivot, Spring, High Performance..., SaaS, System Architecture, Software Development, Multithreading, Software Project..., Enterprise Architecture, C++, IT Strategy, Scrum, Maven, Object Oriented Design, Web Services, Open Source, Design Patterns, Hibernate, Software Design, Objective-C, Scala, Architectures, EAI, UML, Mac OS X, Distributed Architecture, Distributed Caching, Hazelcast, DataSynapse GridServer, Event Processing, Enterprise, TOGAF, Clojure
Education
Ecole centrale de Paris 1986 — 1989
Masters of Science, Applied Mathematics
Lycee St Louis 1983 — 1986
Pierre Chaigneau Pierre Chaigneau's UBS Warburg Experience September 2002 - December 2002
Job Associate Professor of Finance at HEC Montreal
Industry Research
Experience
London School of Economics 2010 - Present
London School of Economics, Financial Markets Group September 2005 - March 2010
London School of Economics September 2008 - June 2009
Institut Montaigne 2007 - 2007
Merrill Lynch January 2003 - July 2003
UBS Warburg September 2002 - December 2002
Skills
Financial Economics, Corporate Finance, Executive Compensation, Financial Markets, Financial Modeling, Statistics, Econometrics, Finance, Mergers & Acquisitions, Executive Pay, Quantitative Analytics, Economics, Valuation, Macroeconomics
Education
London School of Economics and Political Science 2005 — 2010
PhD, Finance
Ecole normale supérieure 2003 — 2005
DEA du Delta (MSc in economics), Economics
HEC School of Management 2000 — 2004
Diplôme de grande école (MSc in management), Economics and finance
London School of Economics 2010 - Present
London School of Economics, Financial Markets Group September 2005 - March 2010
London School of Economics September 2008 - June 2009
Institut Montaigne 2007 - 2007
Merrill Lynch January 2003 - July 2003
UBS Warburg September 2002 - December 2002
Skills
Financial Economics, Corporate Finance, Executive Compensation, Financial Markets, Financial Modeling, Statistics, Econometrics, Finance, Mergers & Acquisitions, Executive Pay, Quantitative Analytics, Economics, Valuation, Macroeconomics
Education
London School of Economics and Political Science 2005 — 2010
PhD, Finance
Ecole normale supérieure 2003 — 2005
DEA du Delta (MSc in economics), Economics
HEC School of Management 2000 — 2004
Diplôme de grande école (MSc in management), Economics and finance
Rei Shinozuka Rei Shinozuka's UBS Warburg Experience July 2000 - November 2002
Job Director Model Risk Management, FHLBNY | MBS & ABS Strategist | Fixed Income Researcher | ERM Governance
Industry Capital Markets
Experience
Federal Home Loan Bank of New York October 2010 - Present
UBS Investment Bank July 2006 - October 2009
Morgan Stanley December 2002 - January 2005
UBS Warburg July 2000 - November 2002
PaineWebber August 1993 - November 2000
Skills
Fixed Income, MBS, Credit Risk, ABS, Financial Risk, Capital Markets, CDO, Credit, Bonds, Derivatives, Banking, Economics, Analytics, C++, C, Python, R, Structured Products, Securitization, Risk Management, Structured Finance, Quantitative Finance
Education
Columbia University - Columbia Business School
MBA, Finance and Economics Concentration
Columbia University in the City of New York
BA, Computer Science
Columbia University in the City of New York
MS, Computer Science
Federal Home Loan Bank of New York October 2010 - Present
UBS Investment Bank July 2006 - October 2009
Morgan Stanley December 2002 - January 2005
UBS Warburg July 2000 - November 2002
PaineWebber August 1993 - November 2000
Skills
Fixed Income, MBS, Credit Risk, ABS, Financial Risk, Capital Markets, CDO, Credit, Bonds, Derivatives, Banking, Economics, Analytics, C++, C, Python, R, Structured Products, Securitization, Risk Management, Structured Finance, Quantitative Finance
Education
Columbia University - Columbia Business School
MBA, Finance and Economics Concentration
Columbia University in the City of New York
BA, Computer Science
Columbia University in the City of New York
MS, Computer Science
Gisela Mandl's UBS Warburg Experience October 1986 - September 2000
Job Personal Assistant / Estate Managment Assistant
Industry Financial Services
Experience
Debra Del Vecchio, Owner - Brooks Brothers November 2012 - Present
Korn Ferry International September 2007 - October 2010
Altana Pharma AG October 2003 - July 2007
OM Transaction North America Inc. OM HEX NASDAQ OMX Group January 2001 - May 2002
UBS Warburg October 1986 - September 2000
Skills
Event Planning, Event Management, Human Resources, Leadership, Training, Budgets, Project Management, Public Speaking, Recruiting, PowerPoint, Outlook, Microsoft Excel, Research, Strategic Planning, Household Management, Project Planning, Administrative..., Process Improvement, Management, Operations Management, Start-ups, Office Management, Interviews
Education
Fordham University 1990 — 1994
BA, Economics Political Science
NYU New York University 2005 — 2006
Licensed Assistant, Real Estate Appraisal Assistant
Debra Del Vecchio, Owner - Brooks Brothers November 2012 - Present
Korn Ferry International September 2007 - October 2010
Altana Pharma AG October 2003 - July 2007
OM Transaction North America Inc. OM HEX NASDAQ OMX Group January 2001 - May 2002
UBS Warburg October 1986 - September 2000
Skills
Event Planning, Event Management, Human Resources, Leadership, Training, Budgets, Project Management, Public Speaking, Recruiting, PowerPoint, Outlook, Microsoft Excel, Research, Strategic Planning, Household Management, Project Planning, Administrative..., Process Improvement, Management, Operations Management, Start-ups, Office Management, Interviews
Education
Fordham University 1990 — 1994
BA, Economics Political Science
NYU New York University 2005 — 2006
Licensed Assistant, Real Estate Appraisal Assistant
Tracy Stone Tracy Stone's UBS Warburg Experience May 1998 - May 2000
Job Executive Coach, MBA, CPC
Industry Professional Training & Coaching
Experience
unpackingthebox March 2008 - Present
Sugar, Inc. March 2011 - August 2011
Esurance June 2005 - March 2011
HP July 2003 - June 2005
JP Morgan May 2000 - August 2001
UBS Warburg May 1998 - May 2000
Ernst & Young July 1996 - May 1998
Skills
Strength Based Coaching, Facilitation, Leadership Development, Coaching, Strategic Planning, Team Building, Cross-functional Team..., Staff Development, Business Development, Career Counseling, Work Life Balance, Workshop Facilitation, Strategy, Business Strategy, Entrepreneurship, Management Consulting, MBTI, Executive Coaching, Resume Writing, Interviews, Sales, Myers-Briggs Certified, Job Coaching, Management, Change Management, Human Resources, Organizational..., Analysis, Team Management, Organizational..., Executive Development, Career Development, Organizational Design
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA
University of Pennsylvania - The Wharton School 1992 — 1996
BS
College of Executive Coaching
Executive Coach
unpackingthebox March 2008 - Present
Sugar, Inc. March 2011 - August 2011
Esurance June 2005 - March 2011
HP July 2003 - June 2005
JP Morgan May 2000 - August 2001
UBS Warburg May 1998 - May 2000
Ernst & Young July 1996 - May 1998
Skills
Strength Based Coaching, Facilitation, Leadership Development, Coaching, Strategic Planning, Team Building, Cross-functional Team..., Staff Development, Business Development, Career Counseling, Work Life Balance, Workshop Facilitation, Strategy, Business Strategy, Entrepreneurship, Management Consulting, MBTI, Executive Coaching, Resume Writing, Interviews, Sales, Myers-Briggs Certified, Job Coaching, Management, Change Management, Human Resources, Organizational..., Analysis, Team Management, Organizational..., Executive Development, Career Development, Organizational Design
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA
University of Pennsylvania - The Wharton School 1992 — 1996
BS
College of Executive Coaching
Executive Coach
Robert Campi's UBS Warburg Experience 1999 - 2000
Job President & CEO, PERSONA
Industry Investment Banking
Experience
PERSONA December 2011 - Present
Wells Fargo Advisors, LLC March 2010 - December 2011
Lehman Brothers 2000 - 2002
UBS Warburg 1999 - 2000
Deutsche Bank Alex Brown 1997 - 1999
Merrill Lynch 1994 - 1997
Skills
Securities, Private Equity, Series 7, Investment Banking, Derivatives, Human Capital Management, Insurance, Employee Benefits, Payroll, Customer Service, Financial Risk
Education
Louisiana State University 1977 — 1983
BFA, Graphic Design
PERSONA December 2011 - Present
Wells Fargo Advisors, LLC March 2010 - December 2011
Lehman Brothers 2000 - 2002
UBS Warburg 1999 - 2000
Deutsche Bank Alex Brown 1997 - 1999
Merrill Lynch 1994 - 1997
Skills
Securities, Private Equity, Series 7, Investment Banking, Derivatives, Human Capital Management, Insurance, Employee Benefits, Payroll, Customer Service, Financial Risk
Education
Louisiana State University 1977 — 1983
BFA, Graphic Design
Lisane Basquiat Lisane Basquiat's UBS Warburg Experience 1994 - 1999
Job Certified coach leading organizational & personal change management strategies. Connects & inspires leadership.
Industry Management Consulting
Experience
Transition Haven, LLC June 2008 - Present
SunGard Availability Services October 2012 - 2014
Women Unlimited 2011 - 2013
In the Scope Life Coaching, LLC December 2005 - December 2009
Prudential Financial November 2005 - March 2008
Sodexho September 2004 - September 2005
American Express July 2003 - September 2004
Prudential Financial November 1999 - January 2003
UBS Warburg 1994 - 1999
Skills
Executive Coaching, Workshop Design, Change Management, Large Group Facilitation, Workshop Presenter, Career Coaching, Process Improvement, Organizational..., Leading Organizational..., Large Scale..., Business Process..., Business Process Design, Business Coaching, Project Management, Management Consulting, Career Counseling, Personal Development, Leadership Development, Leadership, Strategic Leadership, Cross-functional Team..., Program Management, Entrepreneurship, Coaching, Management, Design Workshops, Performance Management, Workshop Facilitation, Strategy, Workshops, Large Scale Change..., Organizational..., Business Development, Recruiting, Public Speaking, Training, Interviews, Succession Planning, Career Development, Analysis, Applicant Tracking..., Consulting, Outsourcing, Career Development..., Business Process, Enterprise Software, Strategic Planning, Human Resources, Talent Management, Business Analysis
Education
City University of New York City College
Bachelor of Arts, Liberal Arts
Women Unlimited Lead Graduate 2006 — 2007
Certificate, Professional Leadership
Institute for Professional Excellence in Coaching (iPEC) 2004 — 2005
Certified Empowerment Coach, Life and Career Coaching
Brooklyn Technical High School 1978 — 1982
Diploma, High School Diploma
Transition Haven, LLC June 2008 - Present
SunGard Availability Services October 2012 - 2014
Women Unlimited 2011 - 2013
In the Scope Life Coaching, LLC December 2005 - December 2009
Prudential Financial November 2005 - March 2008
Sodexho September 2004 - September 2005
American Express July 2003 - September 2004
Prudential Financial November 1999 - January 2003
UBS Warburg 1994 - 1999
Skills
Executive Coaching, Workshop Design, Change Management, Large Group Facilitation, Workshop Presenter, Career Coaching, Process Improvement, Organizational..., Leading Organizational..., Large Scale..., Business Process..., Business Process Design, Business Coaching, Project Management, Management Consulting, Career Counseling, Personal Development, Leadership Development, Leadership, Strategic Leadership, Cross-functional Team..., Program Management, Entrepreneurship, Coaching, Management, Design Workshops, Performance Management, Workshop Facilitation, Strategy, Workshops, Large Scale Change..., Organizational..., Business Development, Recruiting, Public Speaking, Training, Interviews, Succession Planning, Career Development, Analysis, Applicant Tracking..., Consulting, Outsourcing, Career Development..., Business Process, Enterprise Software, Strategic Planning, Human Resources, Talent Management, Business Analysis
Education
City University of New York City College
Bachelor of Arts, Liberal Arts
Women Unlimited Lead Graduate 2006 — 2007
Certificate, Professional Leadership
Institute for Professional Excellence in Coaching (iPEC) 2004 — 2005
Certified Empowerment Coach, Life and Career Coaching
Brooklyn Technical High School 1978 — 1982
Diploma, High School Diploma
Gabriela Macias Gabriela Macias's UBS Warburg Experience October 1998 - August 2000
Job Programmer/Analyst III at UCLA Office of Research Information Systems
Industry Information Technology and Services
Experience
UCLA Office of Research Information Systems May 2010 - Present
Motricity September 2007 - October 2009
Motricity March 2006 - August 2007
ABN AMRO September 2002 - April 2005
Further Inspection September 2001 - April 2002
DaVinci Software August 2000 - March 2001
UBS Warburg October 1998 - August 2000
IBM of Mexico August 1996 - June 1998
SEP (Board of Education in Mexico) January 1996 - August 1996
Skills
Agile Methodologies, Software Development, XML, Testing, Test Automation, Test Cases, Microsoft SQL Server, Regression Testing, System Testing, Java, Scrum, Quality Assurance, ASP.NET, ASP.NET MVC, Web Applications, AJAX, Software Quality..., TFS, T-SQL, Web Development, C#, Unix, JUnit, Web Services, Agile Project Management, Software Engineering, Databases, Mobile Applications, SOA, Team Building, SharePoint, Oracle, Eclipse, JavaScript, SDLC, Test Planning, DB2, Visual Studio, MySQL, CSS, Subversion, WCF, XHTML, SQL, PHP, Enterprise Architecture, Linux, .NET, jQuery, Data Warehousing
Education
Universidad de Guadalajara 1992 — 1996
Bachelor, Software Engineer
Preparatoria #2 Universidad de Guadalajara 1989 — 1992
UCLA Office of Research Information Systems May 2010 - Present
Motricity September 2007 - October 2009
Motricity March 2006 - August 2007
ABN AMRO September 2002 - April 2005
Further Inspection September 2001 - April 2002
DaVinci Software August 2000 - March 2001
UBS Warburg October 1998 - August 2000
IBM of Mexico August 1996 - June 1998
SEP (Board of Education in Mexico) January 1996 - August 1996
Skills
Agile Methodologies, Software Development, XML, Testing, Test Automation, Test Cases, Microsoft SQL Server, Regression Testing, System Testing, Java, Scrum, Quality Assurance, ASP.NET, ASP.NET MVC, Web Applications, AJAX, Software Quality..., TFS, T-SQL, Web Development, C#, Unix, JUnit, Web Services, Agile Project Management, Software Engineering, Databases, Mobile Applications, SOA, Team Building, SharePoint, Oracle, Eclipse, JavaScript, SDLC, Test Planning, DB2, Visual Studio, MySQL, CSS, Subversion, WCF, XHTML, SQL, PHP, Enterprise Architecture, Linux, .NET, jQuery, Data Warehousing
Education
Universidad de Guadalajara 1992 — 1996
Bachelor, Software Engineer
Preparatoria #2 Universidad de Guadalajara 1989 — 1992
Redigo Mateo Redigo Mateo's UBS Warburg Experience April 1996 - March 2005
Job Financial Services Professional
Industry Financial Services
Experience
Medisave USA LLP Assistant Manager North America OperationsMedisave USA LLPMay 2009 - Present
Cantor Fitzgerald July 2007 - April 2008
Santander Investment Securities April 2007 - July 2007
Nomura securities Intl December 2006 - April 2007
Verizon Wireless December 2005 - December 2006
UBS Warburg April 1996 - March 2005
Neuberger & Berman January 1990 - January 1996
Dean Witter Reynolds January 1985 - January 1990
Skills
Options, Trading, Bloomberg, Settlement, Back Office, Account Reconciliation, Data Entry, Securities, Fixed Income, Bonds, Customer Satisfaction, Financial Services, Journal Entries, Stocks, FX Options
Education
Ashford University 2009 — 2014
BA, Accounting
Fort Hamilton H.S. 1981 — 1985
Diploma, Business Administration and Management, General
Fort Hamilton H.S
HIGH SCHOOL DIPLOMA, Business Administration and Management, General
Medisave USA LLP Assistant Manager North America OperationsMedisave USA LLPMay 2009 - Present
Cantor Fitzgerald July 2007 - April 2008
Santander Investment Securities April 2007 - July 2007
Nomura securities Intl December 2006 - April 2007
Verizon Wireless December 2005 - December 2006
UBS Warburg April 1996 - March 2005
Neuberger & Berman January 1990 - January 1996
Dean Witter Reynolds January 1985 - January 1990
Skills
Options, Trading, Bloomberg, Settlement, Back Office, Account Reconciliation, Data Entry, Securities, Fixed Income, Bonds, Customer Satisfaction, Financial Services, Journal Entries, Stocks, FX Options
Education
Ashford University 2009 — 2014
BA, Accounting
Fort Hamilton H.S. 1981 — 1985
Diploma, Business Administration and Management, General
Fort Hamilton H.S
HIGH SCHOOL DIPLOMA, Business Administration and Management, General
Marcos Sainz Marcos Sainz's UBS Warburg Experience May 2000 - June 2000
Job CTO at Returnly Technologies, Inc
Industry Computer Software
Experience
Returnly Technologies, Inc September 2015 - Present
Glassdoor, Machine-Learned Ranking (MLR), Search January 2015 - September 2015
Glassdoor, Search September 2013 - January 2015
ModCloth September 2009 - September 2013
Embee Mobile June 2009 - August 2009
mSpoke March 2009 - May 2009
Self Employed June 2004 - November 2008
Palm December 2001 - April 2003
ThinAirApps June 2001 - December 2001
UBS Warburg May 2000 - June 2000
Skills
Machine Learning, Business Intelligence, Algorithms, Music Production, Data Warehousing, Data Mining, Web Development, System Architecture, XML, MySQL, REST, JavaScript, Python, SQL, Linux, Java, Software Engineering, Plain Language, PHP, Ruby, jQuery, Object Oriented Design, Music Performance
Education
Carnegie Mellon University 2008 — 2009
MSIT, eBusiness Technology, Machine Learning Concentration
Berklee College of Music 2003 — 2007
BM, Professional Music
Columbia University in the City of New York 1997 — 2001
BS, Computer Engineering, Economics Concentration
Harvard University 1996 — 1996
Summer School, Computer Science and Engineering
Aldovea 1983 — 1994
Returnly Technologies, Inc September 2015 - Present
Glassdoor, Machine-Learned Ranking (MLR), Search January 2015 - September 2015
Glassdoor, Search September 2013 - January 2015
ModCloth September 2009 - September 2013
Embee Mobile June 2009 - August 2009
mSpoke March 2009 - May 2009
Self Employed June 2004 - November 2008
Palm December 2001 - April 2003
ThinAirApps June 2001 - December 2001
UBS Warburg May 2000 - June 2000
Skills
Machine Learning, Business Intelligence, Algorithms, Music Production, Data Warehousing, Data Mining, Web Development, System Architecture, XML, MySQL, REST, JavaScript, Python, SQL, Linux, Java, Software Engineering, Plain Language, PHP, Ruby, jQuery, Object Oriented Design, Music Performance
Education
Carnegie Mellon University 2008 — 2009
MSIT, eBusiness Technology, Machine Learning Concentration
Berklee College of Music 2003 — 2007
BM, Professional Music
Columbia University in the City of New York 1997 — 2001
BS, Computer Engineering, Economics Concentration
Harvard University 1996 — 1996
Summer School, Computer Science and Engineering
Aldovea 1983 — 1994
Jennifer Beachell Jennifer Beachell's UBS Warburg Experience June 2001 - August 2001
Job VP of Marketing and Market Access, WellDoc, Inc.
Industry Biotechnology
Experience
WellDoc, Inc April 2014 - Present
Beachell Consulting, LLC October 2012 - April 2014
Human Genome Sciences June 2010 - November 2012
Human Genome Sciences December 2009 - June 2010
MedImmune June 2009 - December 2009
MedImmune July 2007 - June 2009
MedImmune June 2006 - July 2007
Ortho Biotech, L.P (now part of JanssenBiotech) March 2004 - May 2006
PROCRIT June 2002 - February 2004
UBS Warburg June 2001 - August 2001
Education
University of Pennsylvania - The Wharton School
Masters in Business Administration
Smith College
Bachelor of Arts (B.A.), Government
WellDoc, Inc April 2014 - Present
Beachell Consulting, LLC October 2012 - April 2014
Human Genome Sciences June 2010 - November 2012
Human Genome Sciences December 2009 - June 2010
MedImmune June 2009 - December 2009
MedImmune July 2007 - June 2009
MedImmune June 2006 - July 2007
Ortho Biotech, L.P (now part of JanssenBiotech) March 2004 - May 2006
PROCRIT June 2002 - February 2004
UBS Warburg June 2001 - August 2001
Education
University of Pennsylvania - The Wharton School
Masters in Business Administration
Smith College
Bachelor of Arts (B.A.), Government
scott wilkin scott wilkin's UBS Warburg Experience January 1997 - June 1999
Job Director of Research & Portfolio Manager at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management September 2012 - Present
UBS Global Asset Management July 2003 - September 2012
SG Cowen Securities June 1999 - July 2003
UBS Warburg January 1997 - June 1999
Dura Pharmaceuticals 1995 - 1997
Boston Biomedical Consultants June 1990 - September 1993
Skills
Valuation, Hedge Funds, Venture Capital, Equities, Alternative Investments, Equity Research, Private Equity, Asset Management, Investment Management, Financial Modeling, Investments, Capital Markets, Fixed Income, Investment Banking, Emerging Markets, Portfolio Management
Education
Harvard Business School 1993 — 1995
MBA
Bowdoin College 1986 — 1990
Bachelor of Arts (B.A.) - Biochemistry, minor in Economics
UBS Global Asset Management September 2012 - Present
UBS Global Asset Management July 2003 - September 2012
SG Cowen Securities June 1999 - July 2003
UBS Warburg January 1997 - June 1999
Dura Pharmaceuticals 1995 - 1997
Boston Biomedical Consultants June 1990 - September 1993
Skills
Valuation, Hedge Funds, Venture Capital, Equities, Alternative Investments, Equity Research, Private Equity, Asset Management, Investment Management, Financial Modeling, Investments, Capital Markets, Fixed Income, Investment Banking, Emerging Markets, Portfolio Management
Education
Harvard Business School 1993 — 1995
MBA
Bowdoin College 1986 — 1990
Bachelor of Arts (B.A.) - Biochemistry, minor in Economics
Anand Padmanabhan Anand Padmanabhan's UBS Warburg Experience May 2002 - August 2002
Job Senior Research Scientist at National Center for Supercomputing Applications
Industry Research
Experience
National Center for Supercomputing Applications April 2014 - Present
National Center for Supercomputing Applications July 2007 - March 2014
The University of Iowa December 2006 - July 2007
UBS Warburg May 2002 - August 2002
Microsoft May 2001 - August 2001
Skills
High Performance..., C, Perl, C++, Distributed Systems, Linux, Software Development, PHP, Research, SQL, Cloud Computing, Computer Science, Grid Computing, PostgreSQL, Algorithms, Programming, JavaScript, Parallel Computing
Education
University of Iowa 2000 — 2006
Ph.D., Computer Science
University of Iowa 2000 — 2003
M.S., Computer Science
University of Mumbai 1996 — 2000
B.E., Computer Engineering
National Center for Supercomputing Applications April 2014 - Present
National Center for Supercomputing Applications July 2007 - March 2014
The University of Iowa December 2006 - July 2007
UBS Warburg May 2002 - August 2002
Microsoft May 2001 - August 2001
Skills
High Performance..., C, Perl, C++, Distributed Systems, Linux, Software Development, PHP, Research, SQL, Cloud Computing, Computer Science, Grid Computing, PostgreSQL, Algorithms, Programming, JavaScript, Parallel Computing
Education
University of Iowa 2000 — 2006
Ph.D., Computer Science
University of Iowa 2000 — 2003
M.S., Computer Science
University of Mumbai 1996 — 2000
B.E., Computer Engineering
Jeff DeVolder's UBS Warburg Experience August 1999 - June 2002
Job VP, Finance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments October 2008 - December 2011
Harvard Business School Publishing January 2009 - February 2010
Fidelity Investments June 2007 - October 2008
McKinsey & Company June 2004 - June 2007
Harvard Business School August 2002 - May 2004
UBS Warburg August 1999 - June 2002
George K. Baum & Company April 1997 - July 1999
KPMG September 1995 - March 1997
Education
Harvard Business School 2002 — 2004
MBA
Kansas State University 1991 — 1995
BSBA
Fidelity Investments January 2012 - Present
Fidelity Investments October 2008 - December 2011
Harvard Business School Publishing January 2009 - February 2010
Fidelity Investments June 2007 - October 2008
McKinsey & Company June 2004 - June 2007
Harvard Business School August 2002 - May 2004
UBS Warburg August 1999 - June 2002
George K. Baum & Company April 1997 - July 1999
KPMG September 1995 - March 1997
Education
Harvard Business School 2002 — 2004
MBA
Kansas State University 1991 — 1995
BSBA
Gianni Lorenzato Gianni Lorenzato's UBS Warburg Experience March 1999 - June 2000
Job Harvard Kennedy School, MidCareer Master in Public Administration Candidate
Industry Investment Management
Experience
Revino Asia Limited September 2011 - Present
Taconic Capital Advisors March 2006 - May 2011
Goldman Sachs July 2000 - February 2006
UBS Warburg March 1999 - June 2000
Skills
Investments, Hedge Funds, Analysis, Equities, Start-ups, Mergers & Acquisitions, Investment Banking, Finance, Private Equity, Valuation, Venture Capital
Education
Harvard University, John F. Kennedy School of Government
Mid-Career Master in Public Administration
Bocconi University 1994 — 1999
Bachelor of Arts (B.A.), Economics
University of Chicago Graduate School of Business 1997 — 1997
Exchange student, Economics
Revino Asia Limited September 2011 - Present
Taconic Capital Advisors March 2006 - May 2011
Goldman Sachs July 2000 - February 2006
UBS Warburg March 1999 - June 2000
Skills
Investments, Hedge Funds, Analysis, Equities, Start-ups, Mergers & Acquisitions, Investment Banking, Finance, Private Equity, Valuation, Venture Capital
Education
Harvard University, John F. Kennedy School of Government
Mid-Career Master in Public Administration
Bocconi University 1994 — 1999
Bachelor of Arts (B.A.), Economics
University of Chicago Graduate School of Business 1997 — 1997
Exchange student, Economics
Jonathan Jacoby Jonathan Jacoby's UBS Warburg Experience December 2000 - June 2001
Job Mechanical Engineer with an MBA. Experience in engineering, program management and business leadership
Industry Automotive
Experience
Subaru of America April 2015 - Present
FCA Fiat Chrysler Automobiles June 2013 - March 2015
Johnson Controls May 2012 - May 2013
Azure Dynamics May 2011 - March 2012
Faurecia June 2002 - May 2011
ArvinMeritor June 2002 - May 2011
ABN AMRO LLC June 2001 - October 2001
UBS Warburg December 2000 - June 2001
Honda R&D Americas September 1995 - December 2000
Maremont Exhaust Products August 1994 - September 1995
Skills
Product Development, Manufacturing, Marketing, Budget, Account Management, Product Marketing, Competitive Analysis, Cross-functional Team..., Product Launch, Automotive, Program Management, Budgets, Continuous Improvement, Vehicles, Management, Engineering, Project Management, APQP, New Business Development, Process Improvement, Analysis, Purchasing, Lean Manufacturing, Pricing, Testing, FMEA
Education
Franklin University 1996 — 2000
MBA
Cornell University 1988 — 1992
BS
Bronx High School of Science 1984 — 1988
HS
Subaru of America April 2015 - Present
FCA Fiat Chrysler Automobiles June 2013 - March 2015
Johnson Controls May 2012 - May 2013
Azure Dynamics May 2011 - March 2012
Faurecia June 2002 - May 2011
ArvinMeritor June 2002 - May 2011
ABN AMRO LLC June 2001 - October 2001
UBS Warburg December 2000 - June 2001
Honda R&D Americas September 1995 - December 2000
Maremont Exhaust Products August 1994 - September 1995
Skills
Product Development, Manufacturing, Marketing, Budget, Account Management, Product Marketing, Competitive Analysis, Cross-functional Team..., Product Launch, Automotive, Program Management, Budgets, Continuous Improvement, Vehicles, Management, Engineering, Project Management, APQP, New Business Development, Process Improvement, Analysis, Purchasing, Lean Manufacturing, Pricing, Testing, FMEA
Education
Franklin University 1996 — 2000
MBA
Cornell University 1988 — 1992
BS
Bronx High School of Science 1984 — 1988
HS
Peter Leiman Peter Leiman's UBS Warburg Experience 2001 - 2003
Job Seasoned entrepreneur with significant PE/VC and broad US/EU/Asia experience
Industry Venture Capital & Private Equity
Experience
CaterhamJet March 2011 - Present
Blink July 2006 - March 2011
717 Partners May 2005 - December 2005
UBS Warburg 2001 - 2003
The White House September 1999 - June 2000
Skills
Aviation, Airlines, Strategy, Management, Venture Capital, Commercial Aviation, Strategic Planning, Private Equity, Business Strategy, Corporate Development, Marketing Communications, Mergers & Acquisitions, Entrepreneurship, Valuation, Due Diligence, Financial Modeling, Investments, Investment Banking, Start-ups, Finance, Corporate Finance, Business Development, Leadership, Business Planning
Education
Harvard Business School 2004 — 2006
MBA
Georgetown University 1997 — 2001
BSFS, International Political Economy
The Greenhill School 1991 — 1997
High School
CaterhamJet March 2011 - Present
Blink July 2006 - March 2011
717 Partners May 2005 - December 2005
UBS Warburg 2001 - 2003
The White House September 1999 - June 2000
Skills
Aviation, Airlines, Strategy, Management, Venture Capital, Commercial Aviation, Strategic Planning, Private Equity, Business Strategy, Corporate Development, Marketing Communications, Mergers & Acquisitions, Entrepreneurship, Valuation, Due Diligence, Financial Modeling, Investments, Investment Banking, Start-ups, Finance, Corporate Finance, Business Development, Leadership, Business Planning
Education
Harvard Business School 2004 — 2006
MBA
Georgetown University 1997 — 2001
BSFS, International Political Economy
The Greenhill School 1991 — 1997
High School
Jennifer MacNeil Jennifer MacNeil's UBS Warburg Experience 1998 - 2000
Job Associate Director, Corporate Compliance & Ethics at Eisai
Industry Pharmaceuticals
Experience
Eisai May 2014 - Present
MasterCard February 2013 - May 2014
Sony Electronics October 2012 - February 2013
Sony Electronics January 2011 - October 2012
Sony Electronics April 2009 - January 2011
Sony Electronics June 2005 - January 2011
Sony November 2000 - June 2005
ubs warburg 1998 - 2000
Skills
Consumer Electronics, Multi-channel Marketing, Product Planning, Product Marketing, Strategic Partnerships, Product Launch, Strategy, Product Management, Cross-functional Team..., Competitive Analysis, CRM, Forecasting, Product Development, Channel Partners, Pricing, B2B, Sales Operations, Retail, Key Account Management, Business Planning, Trade Shows, Marketing Management, P&L Management, Sales, Market Planning, Income Statement, Consumer Products, Sales Process, New Business Development, Market Analysis, Leadership, Segmentation, Brand Management, E-commerce, Selling, Direct Sales, Marketing Strategy, Account Management, Management, Sales Management, Analytics, Business Development, Executive Management, Go-to-market Strategy, International Business, Key Account Development, Market Research, Mobile Devices, Start-ups, Vendor Management
Education
St. Thomas Aquinas College 1993 — 1995
BS, Art
Eisai May 2014 - Present
MasterCard February 2013 - May 2014
Sony Electronics October 2012 - February 2013
Sony Electronics January 2011 - October 2012
Sony Electronics April 2009 - January 2011
Sony Electronics June 2005 - January 2011
Sony November 2000 - June 2005
ubs warburg 1998 - 2000
Skills
Consumer Electronics, Multi-channel Marketing, Product Planning, Product Marketing, Strategic Partnerships, Product Launch, Strategy, Product Management, Cross-functional Team..., Competitive Analysis, CRM, Forecasting, Product Development, Channel Partners, Pricing, B2B, Sales Operations, Retail, Key Account Management, Business Planning, Trade Shows, Marketing Management, P&L Management, Sales, Market Planning, Income Statement, Consumer Products, Sales Process, New Business Development, Market Analysis, Leadership, Segmentation, Brand Management, E-commerce, Selling, Direct Sales, Marketing Strategy, Account Management, Management, Sales Management, Analytics, Business Development, Executive Management, Go-to-market Strategy, International Business, Key Account Development, Market Research, Mobile Devices, Start-ups, Vendor Management
Education
St. Thomas Aquinas College 1993 — 1995
BS, Art
Paul Fleming, CFA, CAIA Paul Fleming, CFA, CAIA's UBS Warburg Experience July 1999 - January 2003
Job Director of Investment Research at Mirador Family Wealth Advisors
Industry Investment Management
Experience
Mirador Family Wealth Advisors (Division of Fifth Third Private Bank) June 2009 - Present
Fifth Third Private Bank February 2006 - June 2009
UBS Warburg July 1999 - January 2003
J.C. Bradford July 1999 - July 2000
Olde Financial (HR Block) October 1995 - April 1999
Paine Webber 1995 - 1995
Paine Webber 1995 - 1995
Skills
Asset Allocation, Investment Strategies, Portfolio Management, Equities, Hedging, Wealth, Alternative Investments, Equity Research, Hedge Funds, Asset Managment, Investment Management, Wealth Management, Mutual Funds, Bloomberg, Fixed Income, Options, Investments, Investment Advisory, Equity Trading, Securities, Asset Management, Cash Management, Strategic Financial..., Derivatives, Capital Markets, High Net Worth..., Risk Management, Bonds, ETFs, Trading, Finance, Retirement Planning, Series 63, Series 7
Education
The Ohio State University 1991 — 1994
B.S., Financial Management
The University of Akron
Mirador Family Wealth Advisors (Division of Fifth Third Private Bank) June 2009 - Present
Fifth Third Private Bank February 2006 - June 2009
UBS Warburg July 1999 - January 2003
J.C. Bradford July 1999 - July 2000
Olde Financial (HR Block) October 1995 - April 1999
Paine Webber 1995 - 1995
Paine Webber 1995 - 1995
Skills
Asset Allocation, Investment Strategies, Portfolio Management, Equities, Hedging, Wealth, Alternative Investments, Equity Research, Hedge Funds, Asset Managment, Investment Management, Wealth Management, Mutual Funds, Bloomberg, Fixed Income, Options, Investments, Investment Advisory, Equity Trading, Securities, Asset Management, Cash Management, Strategic Financial..., Derivatives, Capital Markets, High Net Worth..., Risk Management, Bonds, ETFs, Trading, Finance, Retirement Planning, Series 63, Series 7
Education
The Ohio State University 1991 — 1994
B.S., Financial Management
The University of Akron
Philip W. Johnson's UBS Warburg Experience 2001 - 2003
Job Executive Director at Palmer Square Capital Management
Industry Investment Management
Experience
Palmer Square Capital Management 2014 - Present
Wells Fargo Securities - Principal Investments 2010 - 2014
Ares Management - Capital Markets Group 2005 - 2009
Select Mortgage & Financial Services 2003 - 2005
UBS Warburg 2001 - 2003
Skills
Alternative Investments, Capital Markets, Cash Flow Lending, Credit Analysis, Corporate Finance, Due Diligence, Finance, Financial Analysis, Financial Modeling, Financial Sponsors, Healthcare Industry, Leveraged Finance, Leveraged Lending, Management Due Diligence, Mezzanine, Private Equity, Telecommunications, Underwriting, Venture Capital, Bloomberg, Microsoft Excel
Education
University of Kansas 1996 — 2001
Bachelor of Science in Business Administration, Emphasis in Finance & MIS with a Concentration in Communication Studies
Palmer Square Capital Management 2014 - Present
Wells Fargo Securities - Principal Investments 2010 - 2014
Ares Management - Capital Markets Group 2005 - 2009
Select Mortgage & Financial Services 2003 - 2005
UBS Warburg 2001 - 2003
Skills
Alternative Investments, Capital Markets, Cash Flow Lending, Credit Analysis, Corporate Finance, Due Diligence, Finance, Financial Analysis, Financial Modeling, Financial Sponsors, Healthcare Industry, Leveraged Finance, Leveraged Lending, Management Due Diligence, Mezzanine, Private Equity, Telecommunications, Underwriting, Venture Capital, Bloomberg, Microsoft Excel
Education
University of Kansas 1996 — 2001
Bachelor of Science in Business Administration, Emphasis in Finance & MIS with a Concentration in Communication Studies
David Hain David Hain's UBS Warburg Experience June 2000 - January 2002
Job
Industry Law Practice
Experience
Connections Education 2014 - Present
U.S. Water Partnership April 2013 - September 2013
Patton Boggs LLP September 2007 - 2013
DC+Acumen March 2010 - July 2012
Powers, Pyles, Sutter & Verville PC May 2006 - July 2006
US Senate Finance Committee August 2005 - December 2005
US Department of Health and Human Services, Office of General Counsel May 2005 - August 2005
New York City Councilman G. Oliver Koppell November 2003 - April 2004
UBS Warburg June 2000 - January 2002
Skills
Public Policy, Energy, Government, Legal Research, Legal Advice, M&A experience, Corporate Law, International Business, Mediation, Business Formation, PPP, International..., Legal Writing, Courts, Civil Litigation, Due Diligence, Nonprofits, International Law, Mergers & Acquisitions
Education
The George Washington University Law School 2004 — 2007
JD
Yeshiva University 1996 — 2000
BA
Frisch 1993 — 1997
Connections Education 2014 - Present
U.S. Water Partnership April 2013 - September 2013
Patton Boggs LLP September 2007 - 2013
DC+Acumen March 2010 - July 2012
Powers, Pyles, Sutter & Verville PC May 2006 - July 2006
US Senate Finance Committee August 2005 - December 2005
US Department of Health and Human Services, Office of General Counsel May 2005 - August 2005
New York City Councilman G. Oliver Koppell November 2003 - April 2004
UBS Warburg June 2000 - January 2002
Skills
Public Policy, Energy, Government, Legal Research, Legal Advice, M&A experience, Corporate Law, International Business, Mediation, Business Formation, PPP, International..., Legal Writing, Courts, Civil Litigation, Due Diligence, Nonprofits, International Law, Mergers & Acquisitions
Education
The George Washington University Law School 2004 — 2007
JD
Yeshiva University 1996 — 2000
BA
Frisch 1993 — 1997
Bill Michels's UBS Warburg Experience 1997 - 1999
Job SVP Products & Partnerships at Factual Inc.
Industry Online Media
Experience
Factual Inc. November 2009 - Present
Yahoo! April 2007 - November 2009
Yahoo! February 2004 - April 2007
ThinkFire 2002 - 2004
Pronto Networks 2001 - 2002
Vcommerce 2000 - 2001
Ashley Kumar & Co 1999 - 2000
UBS Warburg 1997 - 1999
Skills
Product Management, Search, P&L Management, Product Development, Program Management, Strategic Partnerships, Cross-functional Team..., Strategic Alliances, Product Marketing, Competitive Analysis, Location Based Services, Product Planning, Corporate Development, Business Strategy, Business Development, Strategy, Product Launch, Product Requirements, Mergers & Acquisitions, Monetization, Start-ups, Analytics, SaaS
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Business Economics and Finance
Colby College 1989 — 1993
BA, Geology
Factual Inc. November 2009 - Present
Yahoo! April 2007 - November 2009
Yahoo! February 2004 - April 2007
ThinkFire 2002 - 2004
Pronto Networks 2001 - 2002
Vcommerce 2000 - 2001
Ashley Kumar & Co 1999 - 2000
UBS Warburg 1997 - 1999
Skills
Product Management, Search, P&L Management, Product Development, Program Management, Strategic Partnerships, Cross-functional Team..., Strategic Alliances, Product Marketing, Competitive Analysis, Location Based Services, Product Planning, Corporate Development, Business Strategy, Business Development, Strategy, Product Launch, Product Requirements, Mergers & Acquisitions, Monetization, Start-ups, Analytics, SaaS
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Business Economics and Finance
Colby College 1989 — 1993
BA, Geology
Dan Zak Dan Zak's UBS Warburg Experience January 1991 - January 2001
Job Senior technician at Doka
Industry Construction
Experience
Doka October 2012 - Present
URS Corporation August 2011 - October 2012
Symons October 2006 - August 2010
Symons By Dayton Superior May 2006 - August 2010
R&J Construction Supply Company, Inc. 2005 - 2007
R&J Construction Products May 2005 - May 2006
United Construction Products September 2001 - May 2005
United Construction Products January 2001 - January 2005
UBS Warburg January 1991 - January 2001
General Electric Corp January 1987 - January 1991
Skills
AutoCAD, CAD, Concrete, Computers, Construction, Manufacturing, Formwork, Vendor Management
Education
College of DuPage 1984 — 1985
Computers and Drafting
Doka October 2012 - Present
URS Corporation August 2011 - October 2012
Symons October 2006 - August 2010
Symons By Dayton Superior May 2006 - August 2010
R&J Construction Supply Company, Inc. 2005 - 2007
R&J Construction Products May 2005 - May 2006
United Construction Products September 2001 - May 2005
United Construction Products January 2001 - January 2005
UBS Warburg January 1991 - January 2001
General Electric Corp January 1987 - January 1991
Skills
AutoCAD, CAD, Concrete, Computers, Construction, Manufacturing, Formwork, Vendor Management
Education
College of DuPage 1984 — 1985
Computers and Drafting
Bill Ryckman's UBS Warburg Experience 2000 - 2001
Job Managing Principal at Three Kings Capital
Industry Venture Capital & Private Equity
Experience
Three Kings Capital January 2009 - Present
BlackRock Kelso Capital June 2011 - January 2015
The Bank Street Group July 2001 - June 2011
GarMark Advisors May 2004 - January 2009
UBS Investment Bank 1994 - June 2001
UBS Warburg 2000 - 2001
Warburg Dillon Read 1998 - 2000
SBC Warburg Dillon Read 1997 - 1998
Dillon, Read & Co. Inc. September 1995 - June 1997
Dillon, Read & Co. Inc. June 1994 - September 1994
Skills
Mezzanine, Structured Finance, Private Equity, Investment Banking, Capital Markets, Corporate Finance, Leveraged Finance, Buyouts, Mergers, Acquisitions, Business Services, Mergers & Acquisitions, Subordinated Debt, Leveraged Lending, Management Buyouts, Aerospace, Defense, Finance, Investments, Private Placements, Middle Market, M&A experience, Capital, Emerging Markets, Corporate Development, LBO, Valuation, High Yield, Alternative Investments, Growth Capital, Venture Capital, Recapitalizations, Camping
Education
University of Chicago Graduate School of Business 1993 — 1995
MBA, Finance
Trinity College-Hartford 1987 — 1991
BA, Computer Science and Economics
Brunswick School 1979 — 1987
HSD
Three Kings Capital January 2009 - Present
BlackRock Kelso Capital June 2011 - January 2015
The Bank Street Group July 2001 - June 2011
GarMark Advisors May 2004 - January 2009
UBS Investment Bank 1994 - June 2001
UBS Warburg 2000 - 2001
Warburg Dillon Read 1998 - 2000
SBC Warburg Dillon Read 1997 - 1998
Dillon, Read & Co. Inc. September 1995 - June 1997
Dillon, Read & Co. Inc. June 1994 - September 1994
Skills
Mezzanine, Structured Finance, Private Equity, Investment Banking, Capital Markets, Corporate Finance, Leveraged Finance, Buyouts, Mergers, Acquisitions, Business Services, Mergers & Acquisitions, Subordinated Debt, Leveraged Lending, Management Buyouts, Aerospace, Defense, Finance, Investments, Private Placements, Middle Market, M&A experience, Capital, Emerging Markets, Corporate Development, LBO, Valuation, High Yield, Alternative Investments, Growth Capital, Venture Capital, Recapitalizations, Camping
Education
University of Chicago Graduate School of Business 1993 — 1995
MBA, Finance
Trinity College-Hartford 1987 — 1991
BA, Computer Science and Economics
Brunswick School 1979 — 1987
HSD
Mark Merrens's UBS Warburg Experience April 2003 - January 2004
Job Universal Music Group
Industry Information Technology and Services
Experience
Universal Music Group June 2015 - Present
City National Bank March 2015 - May 2015
PluraVida, Inc. December 2013 - January 2015
Ares Management January 2012 - October 2013
Barclays November 2010 - October 2011
RBS Sempra Commodities September 2009 - September 2010
MF Global August 2007 - July 2009
RBS November 2004 - July 2007
Warner Home Video January 2004 - November 2004
UBS Warburg April 2003 - January 2004
Skills
T-SQL, WCF, C#, .NET, ASP.NET, SQL, ASP.NET MVC, Microsoft SQL Server, LINQ, Agile Methodologies, TFS, WinForms, ASP, IIS, Scrum, REST, ADO.NET, XML, Database Design, Entity Framework, HTML, jQuery, Web Services, SOAP, WCF Services, CSS, Visual Studio, SOA, Design Patterns, NUnit, XSLT, Test Driven Development, Agile Project Management, JavaScript, T-SQL Stored Procedures, VS, AJAX Toolkit, MVC, AJAX, OOP, Object Oriented Design, ASP.NET Web API
Education
The Open University
BSc Open, Computer Science
The Open University
Certificate in Information Technology and Computing, Computer Science
The Open University
Diploma in English Literature, English Language and Literature, General
Universal Music Group June 2015 - Present
City National Bank March 2015 - May 2015
PluraVida, Inc. December 2013 - January 2015
Ares Management January 2012 - October 2013
Barclays November 2010 - October 2011
RBS Sempra Commodities September 2009 - September 2010
MF Global August 2007 - July 2009
RBS November 2004 - July 2007
Warner Home Video January 2004 - November 2004
UBS Warburg April 2003 - January 2004
Skills
T-SQL, WCF, C#, .NET, ASP.NET, SQL, ASP.NET MVC, Microsoft SQL Server, LINQ, Agile Methodologies, TFS, WinForms, ASP, IIS, Scrum, REST, ADO.NET, XML, Database Design, Entity Framework, HTML, jQuery, Web Services, SOAP, WCF Services, CSS, Visual Studio, SOA, Design Patterns, NUnit, XSLT, Test Driven Development, Agile Project Management, JavaScript, T-SQL Stored Procedures, VS, AJAX Toolkit, MVC, AJAX, OOP, Object Oriented Design, ASP.NET Web API
Education
The Open University
BSc Open, Computer Science
The Open University
Certificate in Information Technology and Computing, Computer Science
The Open University
Diploma in English Literature, English Language and Literature, General
David Giordano's UBS Warburg Experience April 2001 - July 2001
Job Partner at Giordano & Chavous LLC
Industry Law Practice
Experience
Giordano & Chavous LLC June 2013 - Present
WilmerHale September 2005 - May 2013
Bainbridge, Inc. March 2002 - July 2002
UBS Warburg April 2001 - July 2001
Skills
Start-ups, Patent Litigation, Intellectual Property, Legal Research, Venture Capital, Due Diligence, Patents, Legal Writing, Patent Prosecution
Education
Boston College Law School 2002 — 2005
J.D.
Boston College 1996 — 2000
B.S., Chemistry
The Roxbury Latin School 1990 — 1996
Giordano & Chavous LLC June 2013 - Present
WilmerHale September 2005 - May 2013
Bainbridge, Inc. March 2002 - July 2002
UBS Warburg April 2001 - July 2001
Skills
Start-ups, Patent Litigation, Intellectual Property, Legal Research, Venture Capital, Due Diligence, Patents, Legal Writing, Patent Prosecution
Education
Boston College Law School 2002 — 2005
J.D.
Boston College 1996 — 2000
B.S., Chemistry
The Roxbury Latin School 1990 — 1996
Andrew Fleiss Andrew Fleiss's UBS Warburg Experience July 2000 - June 2003
Job Managing Director at GP Investments
Industry Venture Capital & Private Equity
Experience
GP Investments June 2015 - Present
Liberty Partners September 2003 - June 2015
UBS Warburg July 2000 - June 2003
Skills
Private Equity, Due Diligence, LBO, Investment Banking, Valuation, Mergers, Financial Modeling, Financial Structuring, Divestitures, Growth Capital, Deal Sourcing, Venture Capital, Portfolio Management, Financial Analysis, Corporate Development
Education
Amherst College 1996 — 2000
BA, Psychology
GP Investments June 2015 - Present
Liberty Partners September 2003 - June 2015
UBS Warburg July 2000 - June 2003
Skills
Private Equity, Due Diligence, LBO, Investment Banking, Valuation, Mergers, Financial Modeling, Financial Structuring, Divestitures, Growth Capital, Deal Sourcing, Venture Capital, Portfolio Management, Financial Analysis, Corporate Development
Education
Amherst College 1996 — 2000
BA, Psychology
David Matteini David Matteini's UBS Warburg Experience 2001 - 2002
Job Director, Financial Sponsors Group at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch August 2008 - Present
Banc of America Securities July 2002 - July 2008
UBS Warburg 2001 - 2002
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance
Columbia University in the City of New York 1997 — 2001
BA, Columbia College - Econ / Phil
Bank of America Merrill Lynch August 2008 - Present
Banc of America Securities July 2002 - July 2008
UBS Warburg 2001 - 2002
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance
Columbia University in the City of New York 1997 — 2001
BA, Columbia College - Econ / Phil
Clay Elliott Clay Elliott's UBS Warburg Experience January 2001 - June 2003
Job IT Operations Manager at Fort Bend County
Industry Government Administration
Experience
Fort Bend County November 2011 - Present
BP Energy September 2007 - August 2011
Texas Premier Creations June 2003 - January 2009
UBS Warburg January 2001 - June 2003
Enron Net Works October 1993 - January 2001
Skills
ITIL, IT Operations, Data Center, Program Management, Troubleshooting, Management, Servers, Technical Support, System Deployment, Computer Hardware, Infrastructure, Networking, Hardware, Analysis, IT Service Management, Information Technology, Disaster Recovery, IT Strategy, SAP, Service Desk, Leadership, IT Management, Change Management, Incident Management, Integration, Process Improvement, Project Management, Security, Service Delivery, SharePoint, Vendor Management
Education
Texas A&M University 1990 — 1993
BBA, Management
Fort Bend County November 2011 - Present
BP Energy September 2007 - August 2011
Texas Premier Creations June 2003 - January 2009
UBS Warburg January 2001 - June 2003
Enron Net Works October 1993 - January 2001
Skills
ITIL, IT Operations, Data Center, Program Management, Troubleshooting, Management, Servers, Technical Support, System Deployment, Computer Hardware, Infrastructure, Networking, Hardware, Analysis, IT Service Management, Information Technology, Disaster Recovery, IT Strategy, SAP, Service Desk, Leadership, IT Management, Change Management, Incident Management, Integration, Process Improvement, Project Management, Security, Service Delivery, SharePoint, Vendor Management
Education
Texas A&M University 1990 — 1993
BBA, Management
Bryan Rutberg's UBS Warburg Experience January 1999 - October 2000
Job
Industry Investment Banking
Experience
Rutberg & Company, LLC April 2001 - Present
UBS Warburg January 1999 - October 2000
Montgomery Securities March 1996 - December 1998
Education
University of Pennsylvania 1987 — 1991
BA
Rutberg & Company, LLC April 2001 - Present
UBS Warburg January 1999 - October 2000
Montgomery Securities March 1996 - December 1998
Education
University of Pennsylvania 1987 — 1991
BA
José Luis Rojas Villarreal's UBS Warburg Experience June 2000 - January 2001
Job Alternative Lending and Impact Investment
Industry International Trade and Development
Experience
Massachusetts Growth Capital Corp. March 2011 - Present
Federal Reserve Bank of Boston April 2013 - Present
ArtCorps April 2014 - Present
Equal Exchange June 2008 - May 2014
Root Capital August 2001 - March 2011
UBS Warburg June 2000 - January 2001
United Nations Economic Commission for Africa 1999 - 1999
CRU International September 1996 - August 1998
Resource Strategies Inc June 1994 - September 1996
Skills
Economics, Strategic Planning, Non-profits, Spanish, Sustainability, Leadership, Program Management, Nonprofits, Management, Finance, Analysis, Risk Management, Investments, Portfolio Management, Due Diligence, Community Development, Credit Analysis, Economic Development, Financial Risk, Microfinance, Loans, Financial Analysis, Emerging Markets, Financial Modeling
Education
Columbia University - School of International and Public Affairs 1998 — 2000
Master of International Affairs, Economic and Political Development, International Finance and Business
University of Pennsylvania 1990 — 1994
Bachelor of Arts, Economics and International Relations
Massachusetts Growth Capital Corp. March 2011 - Present
Federal Reserve Bank of Boston April 2013 - Present
ArtCorps April 2014 - Present
Equal Exchange June 2008 - May 2014
Root Capital August 2001 - March 2011
UBS Warburg June 2000 - January 2001
United Nations Economic Commission for Africa 1999 - 1999
CRU International September 1996 - August 1998
Resource Strategies Inc June 1994 - September 1996
Skills
Economics, Strategic Planning, Non-profits, Spanish, Sustainability, Leadership, Program Management, Nonprofits, Management, Finance, Analysis, Risk Management, Investments, Portfolio Management, Due Diligence, Community Development, Credit Analysis, Economic Development, Financial Risk, Microfinance, Loans, Financial Analysis, Emerging Markets, Financial Modeling
Education
Columbia University - School of International and Public Affairs 1998 — 2000
Master of International Affairs, Economic and Political Development, International Finance and Business
University of Pennsylvania 1990 — 1994
Bachelor of Arts, Economics and International Relations
Regan Smith, PMP's UBS Warburg Experience February 2002 - April 2003
Job IT Project Manager – Mergers, Acquisitions, Divestments
Industry Information Technology and Services
Experience
BP August 2010 - Present
BP May 2005 - July 2010
JP Morgan Chase April 2003 - May 2005
UBS Warburg February 2002 - April 2003
Enron April 1997 - December 2002
Tenneco December 1991 - March 1997
Skills
Mergers, Vendor Management, Cross-functional Team..., Business Process, Project Portfolio..., Project Planning, Management, Software Development, Analysis, Testing, Oracle, Procurement, Business Development, Service Delivery, Budgets, Team Management, Portfolio Management, Integration, Six Sigma, SAP, IT Strategy, Leadership, PMP, Business Analysis, Business Intelligence, Program Management, Mergers & Acquisitions, Project Management, IT Management
Education
Louisiana State University 1986 — 1991
BS, Quantitative Business Analysis
University of New Orleans
BP August 2010 - Present
BP May 2005 - July 2010
JP Morgan Chase April 2003 - May 2005
UBS Warburg February 2002 - April 2003
Enron April 1997 - December 2002
Tenneco December 1991 - March 1997
Skills
Mergers, Vendor Management, Cross-functional Team..., Business Process, Project Portfolio..., Project Planning, Management, Software Development, Analysis, Testing, Oracle, Procurement, Business Development, Service Delivery, Budgets, Team Management, Portfolio Management, Integration, Six Sigma, SAP, IT Strategy, Leadership, PMP, Business Analysis, Business Intelligence, Program Management, Mergers & Acquisitions, Project Management, IT Management
Education
Louisiana State University 1986 — 1991
BS, Quantitative Business Analysis
University of New Orleans
Sanjay Mitta's UBS Warburg Experience 1998 - 2000
Job Portfolio Manager / Senior Analyst at AIFAM
Industry Investment Management
Experience
AIFAM 2007 - Present
Think Capital 2006 - 2007
GE Energy Financial Services 2005 - 2005
Comdisco Ventures 2000 - 2002
UBS Warburg 1998 - 2000
Skills
Valuation, Private Equity, Financial Modeling, Equities, Investments, Hedge Funds, Asset Management, Emerging Markets, Capital Markets, Alternative Investments, Investment Banking, Venture Capital
Education
Columbia Business School 2004 — 2006
MBA
Columbia University in the City of New York 1996 — 1998
BA
Niskayuna High School 1990 — 1994
High School Diploma
AIFAM 2007 - Present
Think Capital 2006 - 2007
GE Energy Financial Services 2005 - 2005
Comdisco Ventures 2000 - 2002
UBS Warburg 1998 - 2000
Skills
Valuation, Private Equity, Financial Modeling, Equities, Investments, Hedge Funds, Asset Management, Emerging Markets, Capital Markets, Alternative Investments, Investment Banking, Venture Capital
Education
Columbia Business School 2004 — 2006
MBA
Columbia University in the City of New York 1996 — 1998
BA
Niskayuna High School 1990 — 1994
High School Diploma
Harmon Handorf's UBS Warburg Experience July 2000 - August 2002
Job Director of Finance at RLJ Lodging Trust
Industry Real Estate
Experience
RLJ Lodging Trust May 2015 - Present
GE Real Estate June 2006 - May 2015
GE Real Estate May 2005 - August 2005
UBS Securities August 2002 - July 2004
UBS Warburg July 2000 - August 2002
Skills
Real estate valuation, Appraisals, Valuation, Due Diligence, Finance, Mergers & Acquisitions, Equity Research, Portfolio Management, Analysis, Asset Management, Loans, Real Estate, Commercial Real Estate, Investment Banking, Credit, Financial Modeling
Education
University of California, Berkeley 2004 — 2006
MBA
Kenyon College 1996 — 2000
BA
The London School of Economics and Political Science (LSE) 1998 — 1999
General Course
Saint Albans 1990 — 1996
Diploma
RLJ Lodging Trust May 2015 - Present
GE Real Estate June 2006 - May 2015
GE Real Estate May 2005 - August 2005
UBS Securities August 2002 - July 2004
UBS Warburg July 2000 - August 2002
Skills
Real estate valuation, Appraisals, Valuation, Due Diligence, Finance, Mergers & Acquisitions, Equity Research, Portfolio Management, Analysis, Asset Management, Loans, Real Estate, Commercial Real Estate, Investment Banking, Credit, Financial Modeling
Education
University of California, Berkeley 2004 — 2006
MBA
Kenyon College 1996 — 2000
BA
The London School of Economics and Political Science (LSE) 1998 — 1999
General Course
Saint Albans 1990 — 1996
Diploma
James Juliano's UBS Warburg Experience August 2002 - August 2003
Job Investment Advisor and Partner at Kairos Capital Advisors
Industry Investment Management
Experience
Kairos Capital Advisors 2010 - Present
Reading the World July 2012 - Present
Kairos Capital Advisors August 2003 - Present
UBS Warburg August 2002 - August 2003
Skills
Portfolio Management, Equities, Hedge Funds, Asset Allocation, Alternative Investments, Investments, Fixed Income, Political Economy, Equity Research, Investment Management, Policy Analysis, Asset Management, Risk Management, Politics, Commodity Markets, Bloomberg, Dynamic Asset Allocation, Trading Strategies, Economics, Finance, Investment Strategies
Education
University of Richmond 1998 — 2002
BS, Finance
Kairos Capital Advisors 2010 - Present
Reading the World July 2012 - Present
Kairos Capital Advisors August 2003 - Present
UBS Warburg August 2002 - August 2003
Skills
Portfolio Management, Equities, Hedge Funds, Asset Allocation, Alternative Investments, Investments, Fixed Income, Political Economy, Equity Research, Investment Management, Policy Analysis, Asset Management, Risk Management, Politics, Commodity Markets, Bloomberg, Dynamic Asset Allocation, Trading Strategies, Economics, Finance, Investment Strategies
Education
University of Richmond 1998 — 2002
BS, Finance
Bill Kinahan's UBS Warburg Experience 2000 - 2001
Job Software Systems Tech Fellow
Industry Computer Software
Experience
Sikorsky Aircraft April 1991 - Present
United Technologies 1991 - Present
UBS Warburg 2000 - 2001
UBS Investment Bank 2000 - 2001
Industrial Computer Consultants April 1989 - April 1991
Skills
Integration, Embedded Systems, Systems Engineering, Software Design, Leadership, Architecture, Software Development, CMMI, Aerospace
Education
Rensselaer Polytechnic Institute at Hartford 1992 — 1996
State University of New York College at Plattsburgh 1982 — 1987
BS, Computer Science/Math
Sikorsky Aircraft April 1991 - Present
United Technologies 1991 - Present
UBS Warburg 2000 - 2001
UBS Investment Bank 2000 - 2001
Industrial Computer Consultants April 1989 - April 1991
Skills
Integration, Embedded Systems, Systems Engineering, Software Design, Leadership, Architecture, Software Development, CMMI, Aerospace
Education
Rensselaer Polytechnic Institute at Hartford 1992 — 1996
State University of New York College at Plattsburgh 1982 — 1987
BS, Computer Science/Math
Vladimir Goldshteyn's UBS Warburg Experience June 2000 - June 2003
Job IT Specialist at Millennium Management
Industry Financial Services
Experience
Millennium Management January 2015 - Present
Citi 2009 - September 2014
Bank of America 2003 - September 2009
UBS Warburg June 2000 - June 2003
Comverse Technologies, Inc October 1998 - June 2000
Skills
Trading Systems, Electronic Trading, Market Data, Equities, Business Development, Derivatives, Capital Markets, Equity Derivatives, Low Latency, .NET, C#, Sybase, Fixed Income, KDB+, Java, Project Management, Business Analytics, GUI, Program Trading, Equity Trading, Options, Exchange Connectivity, Trading, Swaps, SDLC, Trading System, Trading Strategies, Enterprise Architecture, Distributed Systems, High Frequency Trading, Order Management
Education
Polytechnic University
Bachelor of Science (BS), Computer Science
Millennium Management January 2015 - Present
Citi 2009 - September 2014
Bank of America 2003 - September 2009
UBS Warburg June 2000 - June 2003
Comverse Technologies, Inc October 1998 - June 2000
Skills
Trading Systems, Electronic Trading, Market Data, Equities, Business Development, Derivatives, Capital Markets, Equity Derivatives, Low Latency, .NET, C#, Sybase, Fixed Income, KDB+, Java, Project Management, Business Analytics, GUI, Program Trading, Equity Trading, Options, Exchange Connectivity, Trading, Swaps, SDLC, Trading System, Trading Strategies, Enterprise Architecture, Distributed Systems, High Frequency Trading, Order Management
Education
Polytechnic University
Bachelor of Science (BS), Computer Science
Ludwig Chang's UBS Warburg Experience 2001 - 2002
Job International M&A expert
Industry Investment Banking
Experience
China Orient Asset Management (International) Holding 2011 - Present
China Construction Bank International 2007 - June 2011
UBS Warburg 2001 - 2002
JPMorgan Chase Bank 1979 - 2001
Skills
Corporate Finance, Investment Banking, Financial Modeling, Capital Markets, Mergers, Equities, International M&A, Strategic Planning, Asset Managment, Mergers & Acquisitions, Valuation, Emerging Markets, LBO, Private Placements, Asset Management, Banking, Private Equity, Financial Structuring, Business Valuation, Corporate Development, Bonds, Fixed Income, Capital Structure, Finance, Venture Capital, Alternative Investments, Investor Relations, Securities, Financial Markets, Capital
Education
Massachusetts Institute of Technology - Sloan School of Management 1973 — 1974
Master of Business Administration (M.B.A.), Finance
Massachusetts Institute of Technology 1970 — 1974
Bachelor's of Science, Mathematics
China Orient Asset Management (International) Holding 2011 - Present
China Construction Bank International 2007 - June 2011
UBS Warburg 2001 - 2002
JPMorgan Chase Bank 1979 - 2001
Skills
Corporate Finance, Investment Banking, Financial Modeling, Capital Markets, Mergers, Equities, International M&A, Strategic Planning, Asset Managment, Mergers & Acquisitions, Valuation, Emerging Markets, LBO, Private Placements, Asset Management, Banking, Private Equity, Financial Structuring, Business Valuation, Corporate Development, Bonds, Fixed Income, Capital Structure, Finance, Venture Capital, Alternative Investments, Investor Relations, Securities, Financial Markets, Capital
Education
Massachusetts Institute of Technology - Sloan School of Management 1973 — 1974
Master of Business Administration (M.B.A.), Finance
Massachusetts Institute of Technology 1970 — 1974
Bachelor's of Science, Mathematics
David Spadea's UBS Warburg Experience 2005 - 2007
Job Vice President, Cloud Core Development, Engineering at TD
Industry Computer Software
Experience
TD January 2015 - Present
Bloomberg LP October 2013 - December 2014
Bloomberg LP March 2012 - October 2013
Goldman Sachs June 2010 - February 2012
Spadea Enterprises, Inc June 2005 - December 2010
Goldman Sachs August 2008 - May 2010
Bear Stearns June 2007 - July 2008
UBS Warburg 2005 - 2007
Citco Fund Services 2004 - 2005
Morgan Stanley 2002 - 2004
Skills
Perl, Sybase, Software Development, SDLC, Linux, SQL, Fixed Income, Ruby, Apache, Shell Scripting, Production Support, Unix, Java, Prime Brokerage, Electronic Trading, Ruby on Rails, Financial Services, Agile Methodologies, Oracle, Cloud Computing, Market Data, PostgreSQL, Distributed Systems, Risk Management, Investment Banking, Derivatives, Equity Derivatives, Credit Derivatives, DB2, MySQL, Virtualization, Amazon Web Services..., Unix Shell Scripting, Private Cloud, OpenStack, Amazon S3, Amazon EC2, Amazon CloudFront
Education
University of Phoenix 2007 — 2009
Pennsylvania State University, School of Engineering 1997 — 2000
Computer Science, Information Science and Technology
North Pocono High School 1993 — 1997
TD January 2015 - Present
Bloomberg LP October 2013 - December 2014
Bloomberg LP March 2012 - October 2013
Goldman Sachs June 2010 - February 2012
Spadea Enterprises, Inc June 2005 - December 2010
Goldman Sachs August 2008 - May 2010
Bear Stearns June 2007 - July 2008
UBS Warburg 2005 - 2007
Citco Fund Services 2004 - 2005
Morgan Stanley 2002 - 2004
Skills
Perl, Sybase, Software Development, SDLC, Linux, SQL, Fixed Income, Ruby, Apache, Shell Scripting, Production Support, Unix, Java, Prime Brokerage, Electronic Trading, Ruby on Rails, Financial Services, Agile Methodologies, Oracle, Cloud Computing, Market Data, PostgreSQL, Distributed Systems, Risk Management, Investment Banking, Derivatives, Equity Derivatives, Credit Derivatives, DB2, MySQL, Virtualization, Amazon Web Services..., Unix Shell Scripting, Private Cloud, OpenStack, Amazon S3, Amazon EC2, Amazon CloudFront
Education
University of Phoenix 2007 — 2009
Pennsylvania State University, School of Engineering 1997 — 2000
Computer Science, Information Science and Technology
North Pocono High School 1993 — 1997
Frank Latshaw's UBS Warburg Experience 2000 - 2003
Job Associate Portfolio Manager, 1832 Asset Management L.P.
Industry Investment Management
Experience
1832 Asset Management L.P. November 2011 - Present
Scotia Cassels December 2004 - November 2011
Manulife Financial 2003 - 2004
UBS Warburg 2000 - 2003
Deloitte & Touche Corporate Finance 1997 - 2000
Skills
Valuation, Equity Research, Capital Markets, Equities, Financial Modeling, Investments, Portfolio Management, Financial Analysis, Asset Management, Bloomberg
Education
Queen's University 1990 — 1993
Bachelor of Commerce (BCom)
Evan Hardy Collegiate Institute 1985 — 1989
Greystone Heights
1832 Asset Management L.P. November 2011 - Present
Scotia Cassels December 2004 - November 2011
Manulife Financial 2003 - 2004
UBS Warburg 2000 - 2003
Deloitte & Touche Corporate Finance 1997 - 2000
Skills
Valuation, Equity Research, Capital Markets, Equities, Financial Modeling, Investments, Portfolio Management, Financial Analysis, Asset Management, Bloomberg
Education
Queen's University 1990 — 1993
Bachelor of Commerce (BCom)
Evan Hardy Collegiate Institute 1985 — 1989
Greystone Heights
Brendan Boylan, CAIA's UBS Warburg Experience March 1999 - April 2003
Job Real Estate/ Private Finance Investment
Industry Financial Services
Experience
Hawk Investors LLC July 2010 - Present
HRG Management LLC May 2012 - Present
PwC September 2007 - January 2011
UBS Warburg March 1999 - April 2003
Skills
Tax, Due Diligence, Financial Analysis, Valuation, Writing, Research, Real Estate Development, Real Estate Investment, Real Estate Finance, Multi-family, Student Housing, Real Estate, Real Estate Financing, Property Management
Education
Temple University - James E. Beasley School of Law 2008 — 2009
LLM, Tax
Temple University - James E. Beasley School of Law 2004 — 2007
JD/MBA, Law
Colgate University 1994 — 1998
BA, Political Science and Government
University of Oxford 1996 — 1997
Hawk Investors LLC July 2010 - Present
HRG Management LLC May 2012 - Present
PwC September 2007 - January 2011
UBS Warburg March 1999 - April 2003
Skills
Tax, Due Diligence, Financial Analysis, Valuation, Writing, Research, Real Estate Development, Real Estate Investment, Real Estate Finance, Multi-family, Student Housing, Real Estate, Real Estate Financing, Property Management
Education
Temple University - James E. Beasley School of Law 2008 — 2009
LLM, Tax
Temple University - James E. Beasley School of Law 2004 — 2007
JD/MBA, Law
Colgate University 1994 — 1998
BA, Political Science and Government
University of Oxford 1996 — 1997
Gretchen Kennedy-Graber's UBS Warburg Experience July 1998 - May 2000
Job Independent Corporate Social Responsibility Consultant
Industry Nonprofit Organization Management
Experience
Gretchen Kennedy Consulting May 2011 - Present
Band of Parents August 2011 - August 2013
Memorial Sloan-Kettering Cancer Center June 2009 - April 2011
American Cancer Society December 2008 - June 2009
JPMorgan May 2005 - August 2008
JPMorgan June 2003 - May 2005
JPMorgan June 2000 - June 2003
UBS Warburg July 1998 - May 2000
New Rochelle City School District January 1998 - June 1998
Goldman Sachs September 1997 - December 1997
Skills
Strategic Planning, Sponsorship, Program Management, Strategic Partnerships, Project Management, Marketing, Event Management, Public Speaking, Budgets, Social Media, Event Planning, Marketing Strategy, Public Relations, Marketing Communications, Corporate Social..., Social Networking, Research
Education
University at Albany, SUNY 1992 — 1995
BA/ MA, English/ minor in Art/ Secondary Education
New York University - Polytechnic School of Engineering 1992 — 1992
Engineering
Pratt Institute 1990 — 1992
Engineering
VCHS 1986 — 1990
Gretchen Kennedy Consulting May 2011 - Present
Band of Parents August 2011 - August 2013
Memorial Sloan-Kettering Cancer Center June 2009 - April 2011
American Cancer Society December 2008 - June 2009
JPMorgan May 2005 - August 2008
JPMorgan June 2003 - May 2005
JPMorgan June 2000 - June 2003
UBS Warburg July 1998 - May 2000
New Rochelle City School District January 1998 - June 1998
Goldman Sachs September 1997 - December 1997
Skills
Strategic Planning, Sponsorship, Program Management, Strategic Partnerships, Project Management, Marketing, Event Management, Public Speaking, Budgets, Social Media, Event Planning, Marketing Strategy, Public Relations, Marketing Communications, Corporate Social..., Social Networking, Research
Education
University at Albany, SUNY 1992 — 1995
BA/ MA, English/ minor in Art/ Secondary Education
New York University - Polytechnic School of Engineering 1992 — 1992
Engineering
Pratt Institute 1990 — 1992
Engineering
VCHS 1986 — 1990
Bryant Frihart's UBS Warburg Experience January 2002 - December 2002
Job Vice President at Frontier Field Services & Lumen Midstream Partnership
Industry Oil & Energy
Experience
Frontier Field Services & Lumen Midstream Partnership May 2003 - Present
Frontier Field Services May 2003 - September 2007
UBS Warburg January 2002 - December 2002
Skills
Natural Gas, Energy, Upstream, Gas, Energy Markets, Oil/Gas, Negotiation, Petroleum, Pipelines, Energy Industry, Contract Management, Mergers & Acquisitions, Hedging, Due Diligence, Commodity Markets, Options, Onshore, Trading, Derivatives, Renewable Energy, Power Plants
Education
University of Oklahoma 1981 — 1984
Bachelor of Business Administration (BBA), Petroleum Land Management
Frontier Field Services & Lumen Midstream Partnership May 2003 - Present
Frontier Field Services May 2003 - September 2007
UBS Warburg January 2002 - December 2002
Skills
Natural Gas, Energy, Upstream, Gas, Energy Markets, Oil/Gas, Negotiation, Petroleum, Pipelines, Energy Industry, Contract Management, Mergers & Acquisitions, Hedging, Due Diligence, Commodity Markets, Options, Onshore, Trading, Derivatives, Renewable Energy, Power Plants
Education
University of Oklahoma 1981 — 1984
Bachelor of Business Administration (BBA), Petroleum Land Management
Samuel Rabenstein's UBS Warburg Experience 1987 - 1995
Job Senior Business Analyst at Royal Bank of Canada
Industry Financial Services
Experience
RBC Capital Markets December 2014 - Present
Royal Bank of Canada November 2006 - December 2014
Mizuho Securities December 1995 - October 2006
S.G. Warburg/Swiss Bank/UBS 1987 - 1997
UBS Warburg 1987 - 1995
JPMorgan 1984 - 1987
Skills
Technical Support, Derivatives, Fixed Income, Business Analysis, Bloomberg, Trading Systems, Financial Services, Capital Markets, Back Office, Equities, Sybase, Equity Derivatives, Electronic Trading, Requirements Analysis, Middle Office, Investment Banking, Credit Derivatives, Hedge Funds, User Acceptance Testing, Market Risk, SDLC
Education
City University of New York-Brooklyn College 1980 — 1982
Master of Science, Computer Science
City University of New York-Brooklyn College 1974 — 1978
Bachelor of Arts, Accounting
Joel Braverman 1970 — 1974
HS, General
RBC Capital Markets December 2014 - Present
Royal Bank of Canada November 2006 - December 2014
Mizuho Securities December 1995 - October 2006
S.G. Warburg/Swiss Bank/UBS 1987 - 1997
UBS Warburg 1987 - 1995
JPMorgan 1984 - 1987
Skills
Technical Support, Derivatives, Fixed Income, Business Analysis, Bloomberg, Trading Systems, Financial Services, Capital Markets, Back Office, Equities, Sybase, Equity Derivatives, Electronic Trading, Requirements Analysis, Middle Office, Investment Banking, Credit Derivatives, Hedge Funds, User Acceptance Testing, Market Risk, SDLC
Education
City University of New York-Brooklyn College 1980 — 1982
Master of Science, Computer Science
City University of New York-Brooklyn College 1974 — 1978
Bachelor of Arts, Accounting
Joel Braverman 1970 — 1974
HS, General
Natsuko Ikegami's UBS Warburg Experience February 2001 - June 2002
Job Manager at PricewaterCoopers
Industry Financial Services
Experience
PricewaterCoopers August 2007 - Present
Bank of New York August 2002 - August 2007
UBS Warburg February 2001 - June 2002
Bank of Tokyo-Mitsubishi April 1999 - December 2000
Industrial Bank of Japan May 1996 - April 1999
Education
Loyola University Chicago 1999 — 2001
MBA
University of Wisconsin-Parkside 1994 — 1996
BS, Mathematics and Economics
PricewaterCoopers August 2007 - Present
Bank of New York August 2002 - August 2007
UBS Warburg February 2001 - June 2002
Bank of Tokyo-Mitsubishi April 1999 - December 2000
Industrial Bank of Japan May 1996 - April 1999
Education
Loyola University Chicago 1999 — 2001
MBA
University of Wisconsin-Parkside 1994 — 1996
BS, Mathematics and Economics
Richard Perricone's UBS Warburg Experience May 1995 - November 2002
Job Office Manager/FX specialist
Industry Financial Services
Experience
International Brain Research Foundation January 2011 - May 2013
Expressway Courier February 2003 - March 2012
HSBC May 2009 - December 2009
Calyon Financial March 2004 - May 2005
UBS Warburg May 1995 - November 2002
National Australia Bank August 1990 - July 1994
Skills
Trading
Education
Pace University 1981 — 2000
B.A, Business Administration; Accounting, Finance, and Math
Pace University - Lubin School of Business 1981 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
International Brain Research Foundation January 2011 - May 2013
Expressway Courier February 2003 - March 2012
HSBC May 2009 - December 2009
Calyon Financial March 2004 - May 2005
UBS Warburg May 1995 - November 2002
National Australia Bank August 1990 - July 1994
Skills
Trading
Education
Pace University 1981 — 2000
B.A, Business Administration; Accounting, Finance, and Math
Pace University - Lubin School of Business 1981 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
Brian McBride's UBS Warburg Experience March 2001 - June 2004
Job Leveraged Finance Professional
Industry Investment Banking
Experience
Commerzbank September 2010 - July 2013
Dresdner Kleinwort Investment Bank/Commerzbank February 2005 - September 2010
UBS Warburg March 2001 - June 2004
J.P. Morgan & Company March 2000 - March 2001
Bankers Trust Company/Deutsche Bank April 1998 - March 2000
Bankers Trust Company August 1987 - April 1998
Skills
Capital Markets, Corporate Finance, Credit Analysis, Due Diligence, Financial Structuring, Fixed Income, High Yield, Investment Banking, Leveraged Finance, Loans, Syndications, Valuations
Education
University of Pennsylvania - The Wharton School 1985 — 1987
Master of Business Administration (M.B.A.)
Middlebury College 1979 — 1983
Bachelor of Arts (B.A.), Political Science
The Kew-Forest School 1967 — 1979
Commerzbank September 2010 - July 2013
Dresdner Kleinwort Investment Bank/Commerzbank February 2005 - September 2010
UBS Warburg March 2001 - June 2004
J.P. Morgan & Company March 2000 - March 2001
Bankers Trust Company/Deutsche Bank April 1998 - March 2000
Bankers Trust Company August 1987 - April 1998
Skills
Capital Markets, Corporate Finance, Credit Analysis, Due Diligence, Financial Structuring, Fixed Income, High Yield, Investment Banking, Leveraged Finance, Loans, Syndications, Valuations
Education
University of Pennsylvania - The Wharton School 1985 — 1987
Master of Business Administration (M.B.A.)
Middlebury College 1979 — 1983
Bachelor of Arts (B.A.), Political Science
The Kew-Forest School 1967 — 1979
Nicole Cottrell's UBS Warburg Experience March 1996 - May 2000
Job Software Solutions Manager at Ricoh Canada
Industry Business Supplies and Equipment
Experience
Ricoh Canada Inc. April 2006 - Present
Independent March 2006 - Present
Brother International July 2004 - April 2006
Canon Canada April 2001 - July 2004
UBS Warburg March 1996 - May 2000
University of Western Ontario - Purple Spur September 1992 - June 1993
Skills
Document Imaging, Solution Selling, Managed Print Services, Major Accounts, Direct Sales, B2B, Account Management, Document Management, New Business Development, Sales Management, Sales Process, Cold Calling, Channel, Key Account Management, Salesforce.com, Selling, Sales, Customer Service, Software Industry, Lead Generation, Customer Satisfaction, Managed Services, Enterprise Software, Sales Operations, Management, Pre-sales, Sales Presentations, Professional Services, Leadership, Product Management, Marketing Strategy, Marketing, SaaS, Channel Partners, Enterprise Content..., Strategy
Education
Ryerson University 2000 — 2001
Certificate in Public Relations, Public Relations, Communication & Media Relations
Canadian Securities Institute 1996 — 1997
Various Certificates, Finance; Securities; Investment Management
Western University 1991 — 1996
Hons. BA, Geography(Dual Certificate Program: Environment/Resource Mgmt & Urban Planning), French, English
Ricoh Canada Inc. April 2006 - Present
Independent March 2006 - Present
Brother International July 2004 - April 2006
Canon Canada April 2001 - July 2004
UBS Warburg March 1996 - May 2000
University of Western Ontario - Purple Spur September 1992 - June 1993
Skills
Document Imaging, Solution Selling, Managed Print Services, Major Accounts, Direct Sales, B2B, Account Management, Document Management, New Business Development, Sales Management, Sales Process, Cold Calling, Channel, Key Account Management, Salesforce.com, Selling, Sales, Customer Service, Software Industry, Lead Generation, Customer Satisfaction, Managed Services, Enterprise Software, Sales Operations, Management, Pre-sales, Sales Presentations, Professional Services, Leadership, Product Management, Marketing Strategy, Marketing, SaaS, Channel Partners, Enterprise Content..., Strategy
Education
Ryerson University 2000 — 2001
Certificate in Public Relations, Public Relations, Communication & Media Relations
Canadian Securities Institute 1996 — 1997
Various Certificates, Finance; Securities; Investment Management
Western University 1991 — 1996
Hons. BA, Geography(Dual Certificate Program: Environment/Resource Mgmt & Urban Planning), French, English
Michelle Gitlitz Courtney's UBS Warburg Experience January 2000 - August 2001
Job Partner, Blank Rome LLP
Industry Legal Services
Experience
Blank Rome LLP 2004 - Present
Professional Mommies, Inc. June 2010 - June 2012
UBS Warburg January 2000 - August 2001
Buck Consultants September 1998 - December 1999
Skills
Recognized by New York...
Education
Brooklyn Law School 2002 — 2004
J.D., Law
Cornell University 1994 — 1998
B.S., Industrial & Labor Relations
Blank Rome LLP 2004 - Present
Professional Mommies, Inc. June 2010 - June 2012
UBS Warburg January 2000 - August 2001
Buck Consultants September 1998 - December 1999
Skills
Recognized by New York...
Education
Brooklyn Law School 2002 — 2004
J.D., Law
Cornell University 1994 — 1998
B.S., Industrial & Labor Relations
Thomas A. Wey Jr.'s UBS Warburg Experience March 1999 - December 2000
Job Consultant at Hedge Fund Consultant
Industry Financial Services
Experience
Hedge Fund Consultant March 2007 - Present
GlobeOp Financial Services 2001 - 2007
UBS Warburg March 1999 - December 2000
Merrill Lynch February 1998 - March 1999
Bankers Trust April 1995 - February 1998
Bank of New York March 1993 - September 1994
Skills
Finance, Fixed Income, Hedge Funds, Investments, Management
Education
Babson College 1986 — 1990
Salisbury 1984 — 1986
HS
Hedge Fund Consultant March 2007 - Present
GlobeOp Financial Services 2001 - 2007
UBS Warburg March 1999 - December 2000
Merrill Lynch February 1998 - March 1999
Bankers Trust April 1995 - February 1998
Bank of New York March 1993 - September 1994
Skills
Finance, Fixed Income, Hedge Funds, Investments, Management
Education
Babson College 1986 — 1990
Salisbury 1984 — 1986
HS
Alistair Baker's UBS Warburg Experience 2001 - 2001
Job Director, Business Development at Royal Gold Canada
Industry Mining & Metals
Experience
Royal Gold Inc. March 2015 - Present
Barrick Gold Corporation January 2011 - October 2014
Barrick Gold Corporation January 2010 - December 2010
Barrick Gold Corporation January 2008 - December 2009
Barrick Gold Corporation January 2005 - December 2007
Barrick Gold Corporation March 2003 - December 2004
Breakwater Resources Ltd. January 2002 - February 2003
UBS Warburg 2001 - 2001
Deutsche Bank 2000 - 2000
Boliden 1999 - 1999
Skills
Mergers & Acquisitions, Strategy, Corporate Development, Mining, Gold, Base Metals, Minerals, Business Development, Investment Banking, Business Strategy, Finance, Mineral Exploration, Divestitures, Investments, Due Diligence, Leadership, Energy, Analysis
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Executive Education Program, Mergers and Acquisitions
The University of British Columbia 1995 — 1996
MBA, Finance
University of Waterloo 1988 — 1993
BASc, Civil Engineering
Royal Gold Inc. March 2015 - Present
Barrick Gold Corporation January 2011 - October 2014
Barrick Gold Corporation January 2010 - December 2010
Barrick Gold Corporation January 2008 - December 2009
Barrick Gold Corporation January 2005 - December 2007
Barrick Gold Corporation March 2003 - December 2004
Breakwater Resources Ltd. January 2002 - February 2003
UBS Warburg 2001 - 2001
Deutsche Bank 2000 - 2000
Boliden 1999 - 1999
Skills
Mergers & Acquisitions, Strategy, Corporate Development, Mining, Gold, Base Metals, Minerals, Business Development, Investment Banking, Business Strategy, Finance, Mineral Exploration, Divestitures, Investments, Due Diligence, Leadership, Energy, Analysis
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Executive Education Program, Mergers and Acquisitions
The University of British Columbia 1995 — 1996
MBA, Finance
University of Waterloo 1988 — 1993
BASc, Civil Engineering
Cara Vinson's UBS Warburg Experience February 2002 - August 2002
Job Provider Patient Liaison at Providence Medical Group
Industry Hospital & Health Care
Experience
Providence Health & Services June 2013 - Present
City of Seattle September 2006 - October 2011
UBS Energy July 2004 - June 2006
Bonneville Power Administration September 2002 - July 2004
UBS Warburg February 2002 - August 2002
Enron Power Marketing November 1997 - February 2002
Pacific Energy Control July 1994 - October 1997
Skills
Microsoft Excel, Microsoft Word, Analytics, Customer Service, Back Office, Phlebotomy, Autoclave, Medical Coding, Medical Terminology, Quality Patient Care, Immunization, Triage, Vital Signs, Injections, Specialized Equipment, Medication..., Therapeutic Modalities, Energy, Healthcare, Management, Injectable, Social Media
Education
Pima Medical Institute-Seattle 2012 — 2013
Medical Assistant Certification, Medical/Clinical Assistant, 4.0
Pima Medical Institute-Seattle 2011 — 2013
CMA (AAMA)
Providence Health & Services June 2013 - Present
City of Seattle September 2006 - October 2011
UBS Energy July 2004 - June 2006
Bonneville Power Administration September 2002 - July 2004
UBS Warburg February 2002 - August 2002
Enron Power Marketing November 1997 - February 2002
Pacific Energy Control July 1994 - October 1997
Skills
Microsoft Excel, Microsoft Word, Analytics, Customer Service, Back Office, Phlebotomy, Autoclave, Medical Coding, Medical Terminology, Quality Patient Care, Immunization, Triage, Vital Signs, Injections, Specialized Equipment, Medication..., Therapeutic Modalities, Energy, Healthcare, Management, Injectable, Social Media
Education
Pima Medical Institute-Seattle 2012 — 2013
Medical Assistant Certification, Medical/Clinical Assistant, 4.0
Pima Medical Institute-Seattle 2011 — 2013
CMA (AAMA)
Gordon Agress's UBS Warburg Experience January 2002 - December 2002
Job Software Enginer at Peloton
Industry Internet
Experience
Peloton July 2014 - Present
General Assembly January 2013 - Present
Freelance Developer November 2011 - June 2014
Practical HorseShoeing February 2008 - November 2011
AMA Capital May 2004 - February 2008
West LB February 2003 - March 2004
UBS Warburg January 2002 - December 2002
JP Morgan April 2000 - August 2001
Freddie Mac 1998 - 2000
Office of Management and Budget, Executive Office of the President 1994 - 1998
Skills
Valuation, Financial Modeling, Finance, Strategy, IFRS, Venture Capital, Investments, Forecasting, Business Analysis, Mergers & Acquisitions, Equities
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance and Accounting
Peloton July 2014 - Present
General Assembly January 2013 - Present
Freelance Developer November 2011 - June 2014
Practical HorseShoeing February 2008 - November 2011
AMA Capital May 2004 - February 2008
West LB February 2003 - March 2004
UBS Warburg January 2002 - December 2002
JP Morgan April 2000 - August 2001
Freddie Mac 1998 - 2000
Office of Management and Budget, Executive Office of the President 1994 - 1998
Skills
Valuation, Financial Modeling, Finance, Strategy, IFRS, Venture Capital, Investments, Forecasting, Business Analysis, Mergers & Acquisitions, Equities
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance and Accounting
Robert Heilbronner's UBS Warburg Experience April 2000 - December 2002
Job Managing Director at Integris Partners
Industry Investment Banking
Experience
Integris Partners February 2008 - Present
Integris Partners February 2008 - Present
Headwaters MB 2004 - 2008
UBS Warburg April 2000 - December 2002
Deutsche Bank August 1993 - March 2000
Education
University of Michigan 1987 — 1992
MA, History, Russian Studies
Princeton University 1983 — 1987
AB, History, Russian Studies
Integris Partners February 2008 - Present
Integris Partners February 2008 - Present
Headwaters MB 2004 - 2008
UBS Warburg April 2000 - December 2002
Deutsche Bank August 1993 - March 2000
Education
University of Michigan 1987 — 1992
MA, History, Russian Studies
Princeton University 1983 — 1987
AB, History, Russian Studies
Jim Westphal's UBS Warburg Experience 1994 - 2000
Job Managing Director at MergeGlobal / Logistics and Business Services Capital, LLC
Industry Financial Services
Experience
MergeGlobal / Logistics and Business Services Capital LLC 2004 - Present
Atlantic Aviation 2002 - 2004
Deutsche Bank 2000 - 2002
UBS Warburg 1994 - 2000
Salomon Brothers 1991 - 1994
Monitor Company 1985 - 1990
Skills
Mergers, Strategy, Due Diligence, Mergers & Acquisitions, Management Consulting, Investment Banking, Strategic Planning, Valuation, Management, Finance, Investments, Financial Modeling, Leadership, Restructuring, Corporate Finance, Business Strategy
Education
University of Virginia 1988 — 1991
MA, East Asian Studies
University of Virginia Darden School of Business 1988 — 1991
MBA
Amherst College 1981 — 1985
BA, Economics
MergeGlobal / Logistics and Business Services Capital LLC 2004 - Present
Atlantic Aviation 2002 - 2004
Deutsche Bank 2000 - 2002
UBS Warburg 1994 - 2000
Salomon Brothers 1991 - 1994
Monitor Company 1985 - 1990
Skills
Mergers, Strategy, Due Diligence, Mergers & Acquisitions, Management Consulting, Investment Banking, Strategic Planning, Valuation, Management, Finance, Investments, Financial Modeling, Leadership, Restructuring, Corporate Finance, Business Strategy
Education
University of Virginia 1988 — 1991
MA, East Asian Studies
University of Virginia Darden School of Business 1988 — 1991
MBA
Amherst College 1981 — 1985
BA, Economics
David Kurtanidze's UBS Warburg Experience September 2003 - November 2004
Job Regulatory Reporting at Credit Suisse
Industry Accounting
Experience
Credit Suisse April 2014 - Present
Intex Capital May 2012 - March 2014
Axiom SL / Goldman Sachs March 2010 - April 2012
Intex Capital February 2008 - January 2010
Morgan Stanley June 2005 - January 2008
UBS Warburg September 2003 - November 2004
Coach House Restaurant September 2002 - September 2003
Skills
Finance, Accounting, Accounts Payable, General Ledger, Analysis, Financial Statements, Budgets, Portfolio Management, Management, Tax, Investments, Financial Audits, Software Documentation, Journal Entries, Bank Reconciliation
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2005
B.B.A in Accounting (CPA program), Accounting
Moscow Institute of Finance and Economics at Financial Academy under Government of Russian Federation 2000 — 2002
Bachelor of Business Administration (BBA), Accounting and Finance
Credit Suisse April 2014 - Present
Intex Capital May 2012 - March 2014
Axiom SL / Goldman Sachs March 2010 - April 2012
Intex Capital February 2008 - January 2010
Morgan Stanley June 2005 - January 2008
UBS Warburg September 2003 - November 2004
Coach House Restaurant September 2002 - September 2003
Skills
Finance, Accounting, Accounts Payable, General Ledger, Analysis, Financial Statements, Budgets, Portfolio Management, Management, Tax, Investments, Financial Audits, Software Documentation, Journal Entries, Bank Reconciliation
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2005
B.B.A in Accounting (CPA program), Accounting
Moscow Institute of Finance and Economics at Financial Academy under Government of Russian Federation 2000 — 2002
Bachelor of Business Administration (BBA), Accounting and Finance
Daniel Peisert's UBS Warburg Experience May 1999 - March 2001
Job VP Business Development at Concordia Healthcare
Industry Financial Services
Experience
Concordia Healthcare March 2014 - Present
Cupps Capital Management February 2012 - February 2014
Marathon Pharmaceuticals July 2008 - April 2012
Magnetar Capital May 2005 - June 2008
UBS Global Asset Management May 1999 - March 2005
UBS Oconnor 1999 - 2005
UBS Warburg May 1999 - March 2001
Price Waterhouse Coopers August 1997 - May 1999
Skills
Financial Modeling, Equities, Hedge Funds, Auditing, Alternative Investments, Financial Analysis, Valuation, Product Development, Analysis, Hedging, Corporate Finance, Finance, Equity Research, Strategic Financial..., Pricing, Due Diligence, Financial Reporting, M&A experience, Start-ups, Derivatives, Portfolio Management, Securities, Capital Markets, Asset Allocation, Buy-side, Investor Relations, Proprietary Trading, Corporate Development, Fixed Income, Competitive Analysis, Venture Capital, DCF, Financial Services, Quantitative Analytics, Investment Strategies, VBA, Investment Banking, Bloomberg Terminal, Asset Management, Investments, Trading, Business Development, Economics, Management, Emerging Markets, Private Equity, Mergers & Acquisitions, Bloomberg, Options, LBO
Education
University of Minnesota - Carlson School of Management 1993 — 1997
BSB, Accounting
University of Minnesota-Twin Cities 1993 — 1997
BSB, Accounting
Concordia Healthcare March 2014 - Present
Cupps Capital Management February 2012 - February 2014
Marathon Pharmaceuticals July 2008 - April 2012
Magnetar Capital May 2005 - June 2008
UBS Global Asset Management May 1999 - March 2005
UBS Oconnor 1999 - 2005
UBS Warburg May 1999 - March 2001
Price Waterhouse Coopers August 1997 - May 1999
Skills
Financial Modeling, Equities, Hedge Funds, Auditing, Alternative Investments, Financial Analysis, Valuation, Product Development, Analysis, Hedging, Corporate Finance, Finance, Equity Research, Strategic Financial..., Pricing, Due Diligence, Financial Reporting, M&A experience, Start-ups, Derivatives, Portfolio Management, Securities, Capital Markets, Asset Allocation, Buy-side, Investor Relations, Proprietary Trading, Corporate Development, Fixed Income, Competitive Analysis, Venture Capital, DCF, Financial Services, Quantitative Analytics, Investment Strategies, VBA, Investment Banking, Bloomberg Terminal, Asset Management, Investments, Trading, Business Development, Economics, Management, Emerging Markets, Private Equity, Mergers & Acquisitions, Bloomberg, Options, LBO
Education
University of Minnesota - Carlson School of Management 1993 — 1997
BSB, Accounting
University of Minnesota-Twin Cities 1993 — 1997
BSB, Accounting
Roz Vega Skidmore's UBS Warburg Experience December 1999 - February 2001
Job Senior Director, Strategy and Program Management
Industry Investment Banking
Experience
TIAA-CREF August 2012 - Present
Vega Principal Consulting March 2012 - September 2012
Barclays Wealth (Formerly Lehman, Brothers, Inc.) September 2008 - March 2012
Lehman Brothers 2000 - 2008
UBS Warburg December 1999 - February 2001
PaineWebber (Formerly Kidder, Peabody, Inc.) December 1993 - December 1999
Smith Barney December 1992 - December 1993
Kidder Peabody December 1990 - December 1992
Kidder Peabody January 1986 - December 1990
Skills
Fixed Income, Equities, Capital Markets, Prime Brokerage, Securities, Asset Managment, Trading Systems, Portfolio Management, Series 7, Alternative Investments, Series 63, Spanish, Team Building, Cross-functional Team..., Data Warehousing, Disaster Recovery, Key Performance..., New Business Development, Office Management, Organizational..., Recruiting, User Experience, User Acceptance Testing, Usability Testing, Change Management, Compliance, Consultants, Kanban, Networking, Strategic Planning, Vendor Management, Banking, Business Analysis, Business Strategy, Financial Services, Program Management, Project Management, Risk Management, SDLC, Strategy, Leadership
Education
Marymount Manhattan College 1982 — 1986
BA, Psychology
TIAA-CREF August 2012 - Present
Vega Principal Consulting March 2012 - September 2012
Barclays Wealth (Formerly Lehman, Brothers, Inc.) September 2008 - March 2012
Lehman Brothers 2000 - 2008
UBS Warburg December 1999 - February 2001
PaineWebber (Formerly Kidder, Peabody, Inc.) December 1993 - December 1999
Smith Barney December 1992 - December 1993
Kidder Peabody December 1990 - December 1992
Kidder Peabody January 1986 - December 1990
Skills
Fixed Income, Equities, Capital Markets, Prime Brokerage, Securities, Asset Managment, Trading Systems, Portfolio Management, Series 7, Alternative Investments, Series 63, Spanish, Team Building, Cross-functional Team..., Data Warehousing, Disaster Recovery, Key Performance..., New Business Development, Office Management, Organizational..., Recruiting, User Experience, User Acceptance Testing, Usability Testing, Change Management, Compliance, Consultants, Kanban, Networking, Strategic Planning, Vendor Management, Banking, Business Analysis, Business Strategy, Financial Services, Program Management, Project Management, Risk Management, SDLC, Strategy, Leadership
Education
Marymount Manhattan College 1982 — 1986
BA, Psychology
Cynthia Coburn's UBS Warburg Experience February 2002 - March 2005
Job President at Awesome Enterprises
Industry Consumer Services
Experience
Awesome Enterprises 2004 - Present
UBS Warburg February 2002 - March 2005
Lazard Freres & Co. March 2000 - February 2002
ABN AMRO 1993 - 2000
Bank One 1989 - 1993
Skills
Customer Service, Business Development, Entrepreneurship, Marketing, Strategic Planning, Marketing Strategy, Team Building, Online Advertising, Advertising, New Business Development, Social Media, Business Planning, Business Strategy, Operations Management, Management, Microsoft Word, Event Planning, Social Media Marketing, Real Estate, Negotiation, Small Business, Leadership, Start-ups
Education
Robert Morris College 1982 — 1983
Certificate
Awesome Enterprises 2004 - Present
UBS Warburg February 2002 - March 2005
Lazard Freres & Co. March 2000 - February 2002
ABN AMRO 1993 - 2000
Bank One 1989 - 1993
Skills
Customer Service, Business Development, Entrepreneurship, Marketing, Strategic Planning, Marketing Strategy, Team Building, Online Advertising, Advertising, New Business Development, Social Media, Business Planning, Business Strategy, Operations Management, Management, Microsoft Word, Event Planning, Social Media Marketing, Real Estate, Negotiation, Small Business, Leadership, Start-ups
Education
Robert Morris College 1982 — 1983
Certificate
Mari Kawawa's UBS Warburg Experience November 2000 - March 2001
Job Emotomy a division of Belvedere Advisors LLC
Industry Financial Services
Experience
Sophia LLC May 2010 - Present
Belvedere Advisors LLC May 2010 - Present
Wireless Glue Networks, Inc. October 2014 - Present
ZenPlay Organization May 2012 - Present
Acumen Capital Japan November 2009 - July 2012
Redwood Trust August 2005 - August 2009
INVESCO June 2002 - July 2005
Banc of America Securities May 2000 - July 2001
UBS Warburg November 2000 - March 2001
Paine Webber June 1997 - October 2000
Skills
Capital Markets, Investments, Structured Finance, Finance, Business Development, Investment Banking, Start-ups, Structured Products, Asset Management, Fixed Income, Entrepreneurship, Mergers & Acquisitions, Financial Services, Financial Structuring, Portfolio Management, Private Equity, Credit Derivatives, Funding, Investment Management, Investment Strategies, Project Finance, Venture Capital, Wealth Management, FX Options, Corporate Finance, Alternative Investments, Real Estate Economics, Energy, Asset, Capital Raising, Private Placements, Securitization
Education
Stanford University Graduate School of Business 1992 — 1994
MBA, General Management
Sophia University 1983 — 1987
BA, English language
University of Tsukuba High School
Sophia LLC May 2010 - Present
Belvedere Advisors LLC May 2010 - Present
Wireless Glue Networks, Inc. October 2014 - Present
ZenPlay Organization May 2012 - Present
Acumen Capital Japan November 2009 - July 2012
Redwood Trust August 2005 - August 2009
INVESCO June 2002 - July 2005
Banc of America Securities May 2000 - July 2001
UBS Warburg November 2000 - March 2001
Paine Webber June 1997 - October 2000
Skills
Capital Markets, Investments, Structured Finance, Finance, Business Development, Investment Banking, Start-ups, Structured Products, Asset Management, Fixed Income, Entrepreneurship, Mergers & Acquisitions, Financial Services, Financial Structuring, Portfolio Management, Private Equity, Credit Derivatives, Funding, Investment Management, Investment Strategies, Project Finance, Venture Capital, Wealth Management, FX Options, Corporate Finance, Alternative Investments, Real Estate Economics, Energy, Asset, Capital Raising, Private Placements, Securitization
Education
Stanford University Graduate School of Business 1992 — 1994
MBA, General Management
Sophia University 1983 — 1987
BA, English language
University of Tsukuba High School
Lloyd Baron's UBS Warburg Experience 2001 - 2002
Job Vice President at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets 2006 - Present
BNP Paribas 2003 - 2005
UBS Warburg 2001 - 2002
Education
Kellogg Graduate School of Management 2008 — 2010
Master of Business Administration (MBA), Finance, General
Kenyon College 1997 — 2001
Economics
BMO Capital Markets 2006 - Present
BNP Paribas 2003 - 2005
UBS Warburg 2001 - 2002
Education
Kellogg Graduate School of Management 2008 — 2010
Master of Business Administration (MBA), Finance, General
Kenyon College 1997 — 2001
Economics
Lynn Chiota's UBS Warburg Experience July 2001 - October 2002
Job at Bridgewater Associates
Industry Financial Services
Experience
Bridgewater Associates May 2013 - Present
Korsant Partners, LLC September 2006 - June 2009
Grill and Partners January 2006 - June 2006
Paul Tudor Jones Family Office March 2003 - March 2006
Paul Tudor Jones Family Office March 2003 - January 2006
UBS Warburg July 2001 - October 2002
KPMG LLP September 1998 - July 2001
International Assignment Services January 1999 - January 2001
Deloitte LLP September 1997 - September 1998
Skills
Accounting, Auditing, Finance, Financial Reporting, Income Tax, Tax
Education
Boston University School of Law
LL.M, Taxation
Quinnipiac College School of Law
Juris Doctor
Rutgers College
Bachelor of Arts, History
Bridgewater Associates May 2013 - Present
Korsant Partners, LLC September 2006 - June 2009
Grill and Partners January 2006 - June 2006
Paul Tudor Jones Family Office March 2003 - March 2006
Paul Tudor Jones Family Office March 2003 - January 2006
UBS Warburg July 2001 - October 2002
KPMG LLP September 1998 - July 2001
International Assignment Services January 1999 - January 2001
Deloitte LLP September 1997 - September 1998
Skills
Accounting, Auditing, Finance, Financial Reporting, Income Tax, Tax
Education
Boston University School of Law
LL.M, Taxation
Quinnipiac College School of Law
Juris Doctor
Rutgers College
Bachelor of Arts, History
Nino Migoya's UBS Warburg Experience April 1998 - May 2000
Job at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2010 - Present
JP Morgan Chase - Chase Investment Services October 2009 - May 2010
Merrill Lynch July 2007 - November 2008
Merrill Lynch August 2004 - July 2007
Merrill Lynch June 2002 - August 2004
Merrill Lynch May 2000 - June 2002
UBS Warburg April 1998 - May 2000
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance/International Business
Manhattan College 1981 — 1985
Bachelor of Engineering, Chemical Engineering
Morgan Stanley Wealth Management May 2010 - Present
JP Morgan Chase - Chase Investment Services October 2009 - May 2010
Merrill Lynch July 2007 - November 2008
Merrill Lynch August 2004 - July 2007
Merrill Lynch June 2002 - August 2004
Merrill Lynch May 2000 - June 2002
UBS Warburg April 1998 - May 2000
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance/International Business
Manhattan College 1981 — 1985
Bachelor of Engineering, Chemical Engineering
Winston Lacayo's UBS Warburg Experience January 1995 - 1999
Job Investment Banker
Industry Investment Banking
Experience
a January 2006 - Present
UBS January 1999 - March 2003
UBS Warburg January 1995 - 1999
Swiss Bank Corporation July 1986 - January 1995
NSHMBA New York 1988 - 1991
Skills
Investment Banking
Education
University of Rochester - Simon Business School 1984 — 1986
MBA, Finance
Tulane University 1980 — 1984
BSE, Chemical Engineering
a January 2006 - Present
UBS January 1999 - March 2003
UBS Warburg January 1995 - 1999
Swiss Bank Corporation July 1986 - January 1995
NSHMBA New York 1988 - 1991
Skills
Investment Banking
Education
University of Rochester - Simon Business School 1984 — 1986
MBA, Finance
Tulane University 1980 — 1984
BSE, Chemical Engineering
Stephen Mansfield's UBS Warburg Experience November 1999 - January 2001
Job CEO at Aletheia Ventures, LLC
Industry Real Estate
Experience
Aletheia Ventures, LLC February 2014 - Present
University of Phoenix October 2011 - December 2013
GreenRock Equity, LLC September 2012 - September 2013
Quantum Servicing, a Clayton Holdings Company June 2011 - May 2012
Morris, duPont & Mansfield, PA October 2009 - July 2011
Mansfield Enterprises / Property Management January 2001 - September 2009
UBS Warburg November 1999 - January 2001
Llama Company January 1996 - October 1999
Paine Webber January 1992 - November 1995
Univest Financial Group April 1990 - January 1992
Skills
Due Diligence, Budgeting, Public Speaking, Mediation, Risk Analysis, Loss Mitigation, Commercial Mortgages, Financial Planning, Corporate Finance, Financial Analysis, Financial Markets, Real Estate Finance, Real Estate Development, Property Management, Investment Banking, Investment Properties, Foreclosures, Mortgage Underwriting, Risk Management, Strategic Planning, Start-ups, Strategic Thinking, Real Estate Economics, Restructuring, Structured Finance, Asset Management, Real Estate, Underwriting, Loans, Joint Ventures, Real Estate Transactions, Disposition, Commercial Real Estate, Financial Structuring, Mortgage Lending, Valuation, Investments, Finance, Analysis, Mergers & Acquisitions, Securities, Financial Modeling, Management, Portfolio Management, Forecasting, Acquisitions, Venture Capital, Executive Management, Private Equity, Capital Markets
Education
University of Pennsylvania - The Wharton School 1981 — 1985
BBA / MBA, Management, Finance, Real Estate
East Brunswick High School 1974 — 1976
Aletheia Ventures, LLC February 2014 - Present
University of Phoenix October 2011 - December 2013
GreenRock Equity, LLC September 2012 - September 2013
Quantum Servicing, a Clayton Holdings Company June 2011 - May 2012
Morris, duPont & Mansfield, PA October 2009 - July 2011
Mansfield Enterprises / Property Management January 2001 - September 2009
UBS Warburg November 1999 - January 2001
Llama Company January 1996 - October 1999
Paine Webber January 1992 - November 1995
Univest Financial Group April 1990 - January 1992
Skills
Due Diligence, Budgeting, Public Speaking, Mediation, Risk Analysis, Loss Mitigation, Commercial Mortgages, Financial Planning, Corporate Finance, Financial Analysis, Financial Markets, Real Estate Finance, Real Estate Development, Property Management, Investment Banking, Investment Properties, Foreclosures, Mortgage Underwriting, Risk Management, Strategic Planning, Start-ups, Strategic Thinking, Real Estate Economics, Restructuring, Structured Finance, Asset Management, Real Estate, Underwriting, Loans, Joint Ventures, Real Estate Transactions, Disposition, Commercial Real Estate, Financial Structuring, Mortgage Lending, Valuation, Investments, Finance, Analysis, Mergers & Acquisitions, Securities, Financial Modeling, Management, Portfolio Management, Forecasting, Acquisitions, Venture Capital, Executive Management, Private Equity, Capital Markets
Education
University of Pennsylvania - The Wharton School 1981 — 1985
BBA / MBA, Management, Finance, Real Estate
East Brunswick High School 1974 — 1976
Steven Chee's UBS Warburg Experience 2001 - 2008
Job Director at UBS Investment Bank
Industry Capital Markets
Experience
UBS January 2008 - October 2010
UBS WARBURG 2001 - 2008
UBS 1998 - 2001
SBC Warburg Dillon Read 1994 - 1998
Swiss Bank Corporation 1992 - 1994
O’Connor & Associates / SBC–O’CONNOR 1990 - 1992
Skills
FX Options, Derivatives, Options, FX Derivatives, Foreign Exchange, Financial Markets, Fixed Income, Trading Systems, Proprietary Trading, Market Risk, Investment Banking, Capital Markets, Trading Strategies, Equities, Financial Risk, Structured Products, Portfolio Management, Trading, Electronic Trading, Alternative Investments, Commodity, Securities, Prime Brokerage, Interest Rate..., Equity Derivatives, Bloomberg, Bonds, FX trading, Currency
Education
University of Oregon
Finance, Marketing
UBS January 2008 - October 2010
UBS WARBURG 2001 - 2008
UBS 1998 - 2001
SBC Warburg Dillon Read 1994 - 1998
Swiss Bank Corporation 1992 - 1994
O’Connor & Associates / SBC–O’CONNOR 1990 - 1992
Skills
FX Options, Derivatives, Options, FX Derivatives, Foreign Exchange, Financial Markets, Fixed Income, Trading Systems, Proprietary Trading, Market Risk, Investment Banking, Capital Markets, Trading Strategies, Equities, Financial Risk, Structured Products, Portfolio Management, Trading, Electronic Trading, Alternative Investments, Commodity, Securities, Prime Brokerage, Interest Rate..., Equity Derivatives, Bloomberg, Bonds, FX trading, Currency
Education
University of Oregon
Finance, Marketing
Katrina Griessman's UBS Warburg Experience 1999 - 2002
Job Managing Director, Institutional Fixed Income Sales , Stifel
Industry Financial Services
Experience
Janney Montgomery Scott October 2009 - December 2013
Keefe, Bruyette & Woods June 2003 - June 2008
UBS Warburg 1999 - 2002
Paine Webber 1993 - 1998
Skills
Capital Markets, Investments, Alternative Investments, Fixed Income, Series 7
Education
American University 1979 — 1982
B.A., C.L.E.G., Communications, Law, Economics and Government
Janney Montgomery Scott October 2009 - December 2013
Keefe, Bruyette & Woods June 2003 - June 2008
UBS Warburg 1999 - 2002
Paine Webber 1993 - 1998
Skills
Capital Markets, Investments, Alternative Investments, Fixed Income, Series 7
Education
American University 1979 — 1982
B.A., C.L.E.G., Communications, Law, Economics and Government
Joseph Fioretti's UBS Warburg Experience June 1998 - September 1998
Job Outstanding provider of customer service, Helpdesk support, and training
Industry Information Technology and Services
Experience
Mercedes-Benz of Greenwich June 2008 - August 2012
All Island Motors March 2007 - June 2008
Apple Inc October 2006 - February 2007
PeopleDynamix, LLC February 2003 - March 2006
Arnold & Porter, LLP February 2001 - October 2003
UBS Warburg June 1998 - September 1998
Education
Middlebury College 1996 — 2000
rye country day school
Mercedes-Benz of Greenwich June 2008 - August 2012
All Island Motors March 2007 - June 2008
Apple Inc October 2006 - February 2007
PeopleDynamix, LLC February 2003 - March 2006
Arnold & Porter, LLP February 2001 - October 2003
UBS Warburg June 1998 - September 1998
Education
Middlebury College 1996 — 2000
rye country day school
Annette Diaz's UBS Warburg Experience 1994 - 1997
Job Assistant Property Manager at Cushman & Wakefield
Industry Financial Services
Experience
Cushman & Wakefield March 2013 - Present
UBS 2002 - November 2012
Apple October 2007 - February 2008
UBS Investment Bank 1997 - 2002
UBS Warburg 1994 - 1997
Swiss Bank Corporation / O'Connor Associates October 1991 - 1994
Skills
Vendor Management, Project Management, Enviromental, LEED projects, Archibus, AutoCAD Architecture, Space-planning, Spanish, Team Leadership, Photography, Fine Art, Construction Management, Construction Drawings, Construction Safety, Construction Law, IT Strategy, Contract Management, MS Project, Strategy, Portfolio Management, Budgets, Management, Space planning, Architecture, Business Continuity, Disaster Recovery, Data Center, RFP, Negotiation, Leadership, Human Resources, Change Management, Contract Negotiation, Capital Markets, Infrastructure, Financial Services, Project Planning, Security, Program Management, Team Building, Training, Outsourcing, Time Management, Project Delivery, Analysis, Facilities Management, Finance, Executive Management
Education
University of Illinois at Chicago 1986 — 1989
Bachelor of Arts (BA)
Cushman & Wakefield March 2013 - Present
UBS 2002 - November 2012
Apple October 2007 - February 2008
UBS Investment Bank 1997 - 2002
UBS Warburg 1994 - 1997
Swiss Bank Corporation / O'Connor Associates October 1991 - 1994
Skills
Vendor Management, Project Management, Enviromental, LEED projects, Archibus, AutoCAD Architecture, Space-planning, Spanish, Team Leadership, Photography, Fine Art, Construction Management, Construction Drawings, Construction Safety, Construction Law, IT Strategy, Contract Management, MS Project, Strategy, Portfolio Management, Budgets, Management, Space planning, Architecture, Business Continuity, Disaster Recovery, Data Center, RFP, Negotiation, Leadership, Human Resources, Change Management, Contract Negotiation, Capital Markets, Infrastructure, Financial Services, Project Planning, Security, Program Management, Team Building, Training, Outsourcing, Time Management, Project Delivery, Analysis, Facilities Management, Finance, Executive Management
Education
University of Illinois at Chicago 1986 — 1989
Bachelor of Arts (BA)
Patricia Yak's UBS Warburg Experience November 2001 - May 2002
Job Director and Deputy General Counsel at Pierpont Securities LLC
Industry Banking
Experience
Pierpont Securities LLC January 2013 - Present
Royal Bank of Scotland 2012 - 2013
Nomura Securities July 2012 - December 2012
Securities industry attorney 2010 - 2012
IDB 2011 - 2011
Credit Suisse June 2002 - December 2009
ITG Group January 2001 - October 2002
UBS WARBURG November 2001 - May 2002
TEXACO INC January 2000 - December 2000
BANK BRUSSELS LAMBERT January 1997 - January 1998
Skills
Derivatives, Prime Brokerage, Securities Lending, Leveraged Finance, Fixed Income, FX, Compliance, Swaps, ISDA, FX Options, Structured Finance, Due Diligence, Dodd-Frank, Commodity, Trading, Structured Products, Electronic Trading, Risk Management, Financial Services, Financial Regulation, Mergers & Acquisitions, Banking
Education
Pace University School of Law 1983 — 1986
J.D. cum laude, law
CUNY (COLLEGE
B.S.B.S. Highest, Biology
Pierpont Securities LLC January 2013 - Present
Royal Bank of Scotland 2012 - 2013
Nomura Securities July 2012 - December 2012
Securities industry attorney 2010 - 2012
IDB 2011 - 2011
Credit Suisse June 2002 - December 2009
ITG Group January 2001 - October 2002
UBS WARBURG November 2001 - May 2002
TEXACO INC January 2000 - December 2000
BANK BRUSSELS LAMBERT January 1997 - January 1998
Skills
Derivatives, Prime Brokerage, Securities Lending, Leveraged Finance, Fixed Income, FX, Compliance, Swaps, ISDA, FX Options, Structured Finance, Due Diligence, Dodd-Frank, Commodity, Trading, Structured Products, Electronic Trading, Risk Management, Financial Services, Financial Regulation, Mergers & Acquisitions, Banking
Education
Pace University School of Law 1983 — 1986
J.D. cum laude, law
CUNY (COLLEGE
B.S.B.S. Highest, Biology
Elaine Schield's UBS Warburg Experience February 2002 - May 2003
Job North America Controller at Ineos
Industry Chemicals
Experience
Ineos July 2006 - Present
Direct Energy February 2005 - July 2006
Kellogg Brown and Root June 2003 - February 2005
UBS Warburg February 2002 - May 2003
Enron May 1991 - February 2002
McGee & Associates January 1991 - April 1991
First Southwestern/First Financial Title Company April 1989 - December 1990
Tenneco Oil Company Processing & Marketing January 1982 - March 1989
Skills
Financial Reporting, SAP, Variance Analysis, Managerial Finance, Sarbanes-Oxley Act, Business Process, Accounting, Financial Analysis, Internal Controls, Forecasting, US GAAP, Auditing, Financial Accounting, General Ledger, Internal Audit
Education
University of St. Thomas (TX) 1985 — 1986
Master of Business Administration – Finance, Finance, General
Sam Houston State University 1978 — 1981
Bachelor of Business Administration – Accounting, Accounting
CPA
Ineos July 2006 - Present
Direct Energy February 2005 - July 2006
Kellogg Brown and Root June 2003 - February 2005
UBS Warburg February 2002 - May 2003
Enron May 1991 - February 2002
McGee & Associates January 1991 - April 1991
First Southwestern/First Financial Title Company April 1989 - December 1990
Tenneco Oil Company Processing & Marketing January 1982 - March 1989
Skills
Financial Reporting, SAP, Variance Analysis, Managerial Finance, Sarbanes-Oxley Act, Business Process, Accounting, Financial Analysis, Internal Controls, Forecasting, US GAAP, Auditing, Financial Accounting, General Ledger, Internal Audit
Education
University of St. Thomas (TX) 1985 — 1986
Master of Business Administration – Finance, Finance, General
Sam Houston State University 1978 — 1981
Bachelor of Business Administration – Accounting, Accounting
CPA
Jacques Malette's UBS Warburg Experience December 2001 - May 2003
Job Senior Infrastructure Associate at Bridgewater Associates
Industry Investment Management
Experience
Bridgewater Associates May 2003 - Present
UBS Warburg December 2001 - May 2003
Pitney Bowes October 2001 - December 2001
Memberworks June 2000 - May 2001
Philip Morris International June 2000 - August 2000
Merrill Executech June 1999 - January 2000
Citi June 1998 - August 1998
Cacace, Tusch & Santagata August 1997 - June 1998
Skills
Windows 7, Powershell, VBScript, Blackberry Enterprise..., Windows Server 2003, XP, SQL Server, SQL, HTML, Perl, C#, KiXtart, Database Administration, T-SQL, SharePoint, VBA, Windows Server, Technical Support, Servers, Microsoft SQL Server, Microsoft Exchange, ITIL, IT Management
Education
University of Connecticut 1998 — 2003
BS, Computer Science & Engineering
Westhill High School 1994 — 1998
Diploma
Bridgewater Associates May 2003 - Present
UBS Warburg December 2001 - May 2003
Pitney Bowes October 2001 - December 2001
Memberworks June 2000 - May 2001
Philip Morris International June 2000 - August 2000
Merrill Executech June 1999 - January 2000
Citi June 1998 - August 1998
Cacace, Tusch & Santagata August 1997 - June 1998
Skills
Windows 7, Powershell, VBScript, Blackberry Enterprise..., Windows Server 2003, XP, SQL Server, SQL, HTML, Perl, C#, KiXtart, Database Administration, T-SQL, SharePoint, VBA, Windows Server, Technical Support, Servers, Microsoft SQL Server, Microsoft Exchange, ITIL, IT Management
Education
University of Connecticut 1998 — 2003
BS, Computer Science & Engineering
Westhill High School 1994 — 1998
Diploma
Ted Wagenknecht's UBS Warburg Experience June 2000 - May 2002
Job Cofounder, Portfolio Manager at Applied Fundamental Research, LLC
Industry Investment Management
Experience
Applied Fundamental Research, LLC May 2013 - Present
DDJ Capital Management January 2004 - May 2013
Summit Partners 2002 - 2004
UBS Warburg June 2000 - May 2002
Skills
Private Equity, Alternative Investments, Fixed Income, Hedge Funds, Equities, High Yield, Asset Management, Portfolio Management, Equity Research, Investment Strategies, Valuation, Bonds, Bloomberg, Capital Markets
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
Boston College 1997 — 2000
BA
Bowdoin College 1996 — 1997
Kent School
Latin School of Chicago
St. Ignatius College Prep
St. Ignatius College Prep
Applied Fundamental Research, LLC May 2013 - Present
DDJ Capital Management January 2004 - May 2013
Summit Partners 2002 - 2004
UBS Warburg June 2000 - May 2002
Skills
Private Equity, Alternative Investments, Fixed Income, Hedge Funds, Equities, High Yield, Asset Management, Portfolio Management, Equity Research, Investment Strategies, Valuation, Bonds, Bloomberg, Capital Markets
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
Boston College 1997 — 2000
BA
Bowdoin College 1996 — 1997
Kent School
Latin School of Chicago
St. Ignatius College Prep
St. Ignatius College Prep
James Cover's UBS Warburg Experience January 1999 - May 1999
Job Financial Services Professional
Industry Financial Services
Experience
Sallie Mae September 2011 - June 2013
State Street Bank & Trust November 2003 - April 2010
JP Morgan & Chase, Inc May 2000 - October 2003
Accountemps June 1999 - April 2000
UBS Warburg January 1999 - May 1999
UBS 1999 - 1999
UBS 1999 - 1999
Skills
Valuation, Financial Analysis, Portfolio Management, Equities, Finance, Mutual Funds, Access, Leadership, Management
Education
Boston University
Master's Degree, Financial Economics
Sallie Mae September 2011 - June 2013
State Street Bank & Trust November 2003 - April 2010
JP Morgan & Chase, Inc May 2000 - October 2003
Accountemps June 1999 - April 2000
UBS Warburg January 1999 - May 1999
UBS 1999 - 1999
UBS 1999 - 1999
Skills
Valuation, Financial Analysis, Portfolio Management, Equities, Finance, Mutual Funds, Access, Leadership, Management
Education
Boston University
Master's Degree, Financial Economics
Jun Cross's UBS Warburg Experience September 1999 - July 2002
Job Technology Manager at Wells Fargo Home Mortgage
Industry Information Technology and Services
Experience
Wells Fargo Home Mortgage March 2015 - Present
Wells Fargo Home Mortgage November 2013 - February 2015
Kroll Ontrack September 2007 - October 2013
Kroll Ontrack November 2002 - September 2007
UBS Warburg September 1999 - July 2002
System software accociates May 1995 - September 1999
Skills
Software Quality..., Quality Center, Quality Assurance, Test Planning, User Acceptance Testing, SDLC, Defect Tracking, Test Cases, Software Documentation, Automation
Education
Loyola University Chicago 1995 — 1997
Master of Science (MS), Computer Science
Donghua University 1984 — 1988
BE, management engineering
Wells Fargo Home Mortgage March 2015 - Present
Wells Fargo Home Mortgage November 2013 - February 2015
Kroll Ontrack September 2007 - October 2013
Kroll Ontrack November 2002 - September 2007
UBS Warburg September 1999 - July 2002
System software accociates May 1995 - September 1999
Skills
Software Quality..., Quality Center, Quality Assurance, Test Planning, User Acceptance Testing, SDLC, Defect Tracking, Test Cases, Software Documentation, Automation
Education
Loyola University Chicago 1995 — 1997
Master of Science (MS), Computer Science
Donghua University 1984 — 1988
BE, management engineering
Mercedes (Estrada) Velazquez's UBS Warburg Experience February 2002 - March 2003
Job Executive Assistant with Years of Experience
Industry Oil & Energy
Experience
Waste Management, Inc. March 2011 - Present
North Houston Bank April 2003 - March 2010
UBS Warburg February 2002 - March 2003
Enron September 1993 - February 2002
Education
University of Houston 1991 — 1995
Biology
Waste Management, Inc. March 2011 - Present
North Houston Bank April 2003 - March 2010
UBS Warburg February 2002 - March 2003
Enron September 1993 - February 2002
Education
University of Houston 1991 — 1995
Biology
Grace Heyaime's UBS Warburg Experience January 2006 - January 2007
Job Financial Services Professional
Industry Financial Services
Experience
Inwood - Manhattan Little League Baseball November 2013 - Present
New York Career Institute January 2008 - Present
CIBC Oppenheimer January 2001 - Present
Santoriella and Di Tomaso, LLC January 2010 - January 2011
Chelsea Recreation Center January 2008 - January 2008
UBS Warburg January 2006 - January 2007
AXA Advisors January 2005 - January 2006
PaineWebber/UBS January 2000 - January 2001
Skills
PowerPoint, Microsoft Word, Customer Service, Research, Microsoft Office, Editing, Microsoft Excel, Event Planning, Public Relations, Accounts Payable, Retirement Planning, Strategic Financial..., Software Documentation, Investments, Accounting, Financial Analysis, Strategic Planning, Mutual Funds, Data Entry, Public Speaking, Fundraising
Education
human preservation and development 2014 — 2014
certificate, property management
Lehman College
Bachelor's, Economics/Finance
Grace Institute
Business Administration and Management, General
New York Career Institute
AA, Legal Studies
HPD
Inwood - Manhattan Little League Baseball November 2013 - Present
New York Career Institute January 2008 - Present
CIBC Oppenheimer January 2001 - Present
Santoriella and Di Tomaso, LLC January 2010 - January 2011
Chelsea Recreation Center January 2008 - January 2008
UBS Warburg January 2006 - January 2007
AXA Advisors January 2005 - January 2006
PaineWebber/UBS January 2000 - January 2001
Skills
PowerPoint, Microsoft Word, Customer Service, Research, Microsoft Office, Editing, Microsoft Excel, Event Planning, Public Relations, Accounts Payable, Retirement Planning, Strategic Financial..., Software Documentation, Investments, Accounting, Financial Analysis, Strategic Planning, Mutual Funds, Data Entry, Public Speaking, Fundraising
Education
human preservation and development 2014 — 2014
certificate, property management
Lehman College
Bachelor's, Economics/Finance
Grace Institute
Business Administration and Management, General
New York Career Institute
AA, Legal Studies
HPD
Robert Collins's UBS Warburg Experience 1998 - 2003
Job Managing Director Private Markets
Industry Investment Management
Experience
Partners Group 2005 - Present
Pfizer 2004 - 2004
UBS Warburg 1998 - 2003
Salomon Smith Barney 1998 - 1998
Education
Cornell University - S.C. Johnson Graduate School of Management
Master of Business Administration (MBA)
Tulane University
University of Cambridge
The Taft School
Saint David's School
Partners Group 2005 - Present
Pfizer 2004 - 2004
UBS Warburg 1998 - 2003
Salomon Smith Barney 1998 - 1998
Education
Cornell University - S.C. Johnson Graduate School of Management
Master of Business Administration (MBA)
Tulane University
University of Cambridge
The Taft School
Saint David's School
Annette Parillon, MBA's UBS Warburg Experience 2001 - 2003
Job Portfolio Manager at PARILLON CONSTRUCTION
Industry Investment Banking
Experience
PARILLON CONSTRUCTION 2012 - Present
University of Connecticut 2009 - 2012
UBS Investment Bank 2010 - 2011
UBS Investment Bank 2008 - 2010
GE 2004 - 2007
JPMorgan Chase / Citigroup / GE 2003 - 2004
UBS WARBURG 2001 - 2003
Skills
Investment Banking, Equities, Valuation, Financial Modeling, Corporate Finance, Financial Markets, Options, Trading, Business Valuation, Financial Statement..., Emerging Markets, OTC Derivatives, ISDA Agreements, Credit Support Annex, Letters of Credit, Revolver & Term Loans, Credit Derivatives -..., Derivatives
Education
The University of Connecticut
MBA Finance and Investment, Finance and Investment, 3.71 GPA
Baruch College 1999 — 2003
Bachelor of Business Administration (BBA), Finance & Investment
PARILLON CONSTRUCTION 2012 - Present
University of Connecticut 2009 - 2012
UBS Investment Bank 2010 - 2011
UBS Investment Bank 2008 - 2010
GE 2004 - 2007
JPMorgan Chase / Citigroup / GE 2003 - 2004
UBS WARBURG 2001 - 2003
Skills
Investment Banking, Equities, Valuation, Financial Modeling, Corporate Finance, Financial Markets, Options, Trading, Business Valuation, Financial Statement..., Emerging Markets, OTC Derivatives, ISDA Agreements, Credit Support Annex, Letters of Credit, Revolver & Term Loans, Credit Derivatives -..., Derivatives
Education
The University of Connecticut
MBA Finance and Investment, Finance and Investment, 3.71 GPA
Baruch College 1999 — 2003
Bachelor of Business Administration (BBA), Finance & Investment