UBS Wealth Management

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UBS Wealth Management Employees

Employee
Years
Job
Industry
Jiaxu (Michael) He Jiaxu (Michael) He Chicago, Illinois Details
Jiaxu (Michael) He's UBS Wealth Management Experience July 2011 - March 2012
Job CPA; CFA Level III Candidate
Industry Financial Services
Experience
EY  October 2014 - Present
Ernst & Young  March 2012 - September 2014
UBS Wealth Management   July 2011 - March 2012
Northern Illinois University  January 2009 - May 2011

Skills
Microsoft Excel..., ACL, SQL, SAS, Financial Modeling, VBA, Microsoft Excel, Financial Accounting, Pivot Tables, Financial Statement..., GAAP, Financial Analysis, Accounting, Financial Reporting, Access, Valuation, Access Lists, Derivatives

Education
Northern Illinois University   2008 — 2011
Master, Accountancy

Temple University   2007 — 2008
Master, Financial Engineering

Xiangtan University   2003 — 2007
Bachelor's degree, Finance

Mohammed Shariff Mohammed Shariff Greater New York City Area Details
Mohammed Shariff's UBS Wealth Management Experience January 2011 - November 2012
Job Principal Consultant at Infosys
Industry Retail
Experience
Infosys  November 2014 - Present
Union Bank  February 2014 - Present
Wipro  November 2008 - November 2014
Barclays Investment Bank  April 2013 - January 2014
UBS Wealth Management   January 2011 - November 2012
Fifth Third Bank  November 2008 - December 2010
Lehman Brothers  November 2006 - October 2008
Infosys  June 2004 - October 2006

Skills
Hyperion Essbase, Hyperion Planning, Oracle SQL, PL/SQL, Unix Shell Scripting, Unix Administration, Unix, Sybase, DB2, Business Objects, Autosys, Opsware, Quality Center, Financial Reporting, hyperion analyzer, Hyperion Enterprise, Visio, Event Management, Event Planning, Organizing, Painting, Project Planning, Project Coordination, Testing, Test Planning, Customer Presentations, Hyperion Profitability..., EPMA, FDQM, Data Synchronization, LCM, Test Management, Essbase, Software Project..., Analyzer, Business Analysis, Shell Scripting, SDLC, Business Process, Requirements Analysis, SQL, Oracle

Education
Sathyabama Institute of Science and Technology   2002 — 2004
Masters in Electronics Sciences, Electronics, Digital Signal Processing, VLSI, A

Andhra University   1999 — 2001
B.Sc Electornics, Electronics, A

Pollocks School   1986 — 1997
A

David Rice, CFP® David Rice, CFP® Pittsfield, Massachusetts Area Details
David Rice, CFP®'s UBS Wealth Management Experience 2004 - 2009
Job Associate Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  2009 - Present
UBS Wealth Management   2004 - 2009

Skills
Certified Financial..., Investment Advisory, Personal Financial..., Retirement Planning, Series 7, Series 63, Mutual Funds, ETFs, Stocks, Bonds, 529 Plans, Variable Annuities, Fixed Annuities, Life Insurance

Education
Bates College   1999 — 2003
Bachelor of Arts (B.A.), Economics

American University
Economic Policy Semester

Marcus Moore Marcus Moore Nashville, Tennessee Details
Marcus Moore's UBS Wealth Management Experience April 2014 - Present
Job Network Security Analyst
Industry Information Technology and Services
Experience
UBS Wealth Management   April 2014 - Present
Bougies Music Group   August 2005 - Present
iPass  August 2011 - August 2013
Dell  June 2011 - August 2011
AT&T  February 2001 - November 2010
Silver Line Windows  November 2000 - February 2001
Follett Higher Education Group  December 1998 - November 2000

Skills
Networking, Cisco Technologies, DSL, Mobile Devices, Frame Relay, WiFi, Wireless, Telecommunications, VLAN, Windows, Cisco IOS, Hardware, Routing, Operating Systems, Technical Support, DHCP, DNS, Routers, TCP/IP, IP, WAN, Switches, Troubleshooting, VoIP, LAN-WAN, Servers, VPN, Security, Software Installation

Education
ITT Technical Institute-Orland Park   1993 — 1996
Associates of Applied Science, Electronics Engineering Technology

Dillon Lehr Dillon Lehr Dallas/Fort Worth Area Details
Dillon Lehr's UBS Wealth Management Experience September 2014 - December 2014
Job Claims Process Analyst Intern at State Farm
Industry Insurance
Experience
State Farm  June 2015 - August 2015
UBS Wealth Management   September 2014 - December 2014
ENFOS  June 2014 - August 2014
Alfano's Pizza   July 2011 - May 2014

Skills
Customer Service, Research, Microsoft Office, Teamwork, Microsoft Excel, Data Analysis, Time Management, Leadership, Regression Testing, Public Speaking, Team Leadership, Microsoft Word, Outlook, Critical Thinking, Data Entry, Analysis, PowerPoint, Facebook, Windows, Social Media, Higher Education

Education
American University   2014 — 2014
Global Economics and Business

Monmouth College   2012 — 2016
Bachelor of Arts (BA), Business Administration and Economics, 3.77 GPA

Knoxville High School   2009 — 2012
4.0 GPA

Marques Karin Marques Karin Boca Raton, Florida Details
Marques Karin's UBS Wealth Management Experience September 2007 - September 2011
Job Executive Assistant bei FFM Industrial Solutions LLC
Industry Philanthropy
Experience
FFM Industrial Solutions LLC   January 2015 - Present
Rodan + Fields Dermatologists  August 2014 - Present
Roll Doctor.com   2014 - Present
Gumbo Limbo Nature Center  2012 - Present
UBS Wealth Management   September 2007 - September 2011
IFA Independent Financial Advisers AG   January 2004 - May 2007
Bally  July 1994 - January 1996
Magazine zum Globus AG   January 1993 - June 1994

Skills
Sales Management, Luxury Goods, Retail, Wholesale, Customer Service, Executive Support, Team Leadership, Interpreting, Kundendienst, Gemeindearbeit

Education
SIZ Informatikanwender   2001 — 2002
Diplom, Informatik

KLZ   1991 — 1993
Diplom, Höheres Wirtschaftsdiplom

Fachhochschule für Detailhandel Zürich   1982 — 1985
Eidgenössischer Fähigkeitsausweis, Bekleidung und Textilien

Christopher Whitlow Christopher Whitlow Orlando, Florida Details
Christopher Whitlow's UBS Wealth Management Experience January 2008 - March 2013
Job Founder at Edukate.com
Industry Financial Services
Experience
edu(k)ate   May 2013 - Present
UBS Wealth Management   January 2008 - March 2013
Regent Crown Group, LLC   May 2006 - January 2008
Morgan Stanley  July 2001 - May 2006

Skills
Defined Benefit, Defined Contribution, Fiduciary, ERISA, RFP, Asset Allocation, Target Date Analysis, Plan Benchmarking, Asset Management, Portfolio Management, Financial Advisory, Retirement, Investment Management, Retirement Planning, Mutual Funds, Employee Benefits, Wealth

Education
American Musical and Dramatic Academy
College for Performing Arts

Estola Barnett Estola Barnett East Meadow, New York Details
Estola Barnett's UBS Wealth Management Experience May 2005 - Present
Job Financial advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   May 2005 - Present

Skills
Portfolio Management, Wealth Management, Risk Management, Equities, Financial Planning, Financial Services, Mutual Funds, Asset Management, Retirement Planning, Fixed Income, Securities, Series 7, Financial Analysis, Asset Allocation, Investment Advisory, Financial Advisory, Investment Strategies

Education
Adelphi University, New York   2004 — 2007
Bachelors of Science, Business Administration

London, England   1975 — 1978
Certificate in Education

Giulio Fameliaris Giulio Fameliaris San Francisco, California Details
Giulio Fameliaris's UBS Wealth Management Experience September 2005 - February 2006
Job Fixed Income at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments  November 2014 - Present
Deutsche Bank  January 2009 - December 2013
Morgan Stanley  July 2006 - January 2009
UBS Wealth Management   September 2005 - February 2006
GHELLA S.p.A   August 2005 - September 2005
National Bank of Greece  June 2005 - July 2005

Skills
FX Options, Middle Office, Derivatives, Trading, Structured Products, Project Management, User Acceptance Testing, Project Coordination, Interest Rate..., Fixed Income, Product Control, Software Documentation, Sales Operations, Japanese culture, Asian Studies, Japanese Language..., Microsoft Excel, CDS, Precious Metals, VBA

Education
Rollins College - Crummer Graduate School of Business   2004 — 2006
Master of Business Administration (MBA), Finance Concentration, 3.5 GPA (2:1)

Università degli Studi della Tuscia   2000 — 2004
Bachelor of Business Administration (B.B.A.), Economics and Business Administration, 109/110 4.0 GPA (First)

立命館アジア太平洋大学 / Ritsumeikan Asia Pacific University   2001 — 2002
Bachelor's degree, Business Adminsitration and Japanese Language/Studies, 1 year completed with a 3.7 GPA

Daniel Mustard Daniel Mustard Byron Center, Michigan Details
Daniel Mustard's UBS Wealth Management Experience September 2011 - January 2012
Job Project Management
Industry Information Technology and Services
Experience
Perrigo Company plc  October 2014 - Present
Morgan Stanley  June 2013 - March 2014
Hantz Group  September 2012 - May 2013
UBS Wealth Management   September 2011 - January 2012
Coca-Cola Enterprises  June 2008 - September 2011
Williams Chevrolet  January 2006 - June 2008

Skills
Strategic Financial..., Finance, Wealth Management, Wealth Management..., Investment Management, Financial Analysis, Portfolio Management, Economics, Microsoft Excel, Financial Modeling, Investments, Leadership, Retirement Planning, Data Analysis, Mutual Funds

Education
Albion College   2008 — 2012
Bachelor of Arts (B.A.), Economics and Management

Albion College   2008 — 2012
Bachelor of Arts (B.A.), Economics & Management

Jason Balgavy, CFA Jason Balgavy, CFA Greater Grand Rapids, Michigan Area Details
Jason Balgavy, CFA's UBS Wealth Management Experience 2002 - 2004
Job Vice President, Senior Investment Advisor at PNC
Industry Investment Management
Experience
PNC  June 2013 - Present
Macatawa Bank  February 2010 - June 2013
Fifth Third Bank  December 2005 - February 2010
Chase  2004 - 2005
UBS Wealth Management   2002 - 2004
Sherwin Williams  1997 - 2002

Skills
Portfolio Management, Investments, Asset Managment, Financial Analysis, Strategic Financial..., Asset Allocation, Retirement Planning, Securities, Investment Strategies, Asset Management, Cash Management, High Net Worth..., Wealth Management, Finance, Mutual Funds, Investment Advisory, Fixed Income, Investment Management, Financial Planning

Education
Alma College   1988 — 1992
Bachelor or Arts, Business Administration

Grand Valley State University
Master of Business Administration (M.B.A.)

Alma High School

Benjamin Marks Benjamin Marks New York, New York Details
Benjamin Marks's UBS Wealth Management Experience September 2011 - December 2011
Job Future Tax Staff Accountant at Aronson LLC
Industry Accounting
Experience
Aronson LLC  September 2015 - Present
Aronson LLC  June 2015 - August 2015
American University Student Managed Investment Fund  August 2014 - May 2015
Kogod Accounting Club   May 2014 - May 2015
Boston Properties  June 2014 - August 2014
Vornado Realty Trust  June 2013 - August 2013
Lambda Chi Alpha  July 2012 - May 2013
U.S. House of Representatives   July 2012 - July 2012
U.S. House of Representatives   June 2012 - July 2012
UBS Wealth Management   September 2011 - December 2011

Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Social Media, Strategic Planning, Facebook, Accounting, Outlook, PowerPoint, Research, Public Speaking, Fundraising, Non-profits, Event Management

Education
American University   2014 — 2016
Master of Science (M.S.), Accounting

American University - Kogod School of Business   2011 — 2015
Accounting and Finance

Elena Cuartero Arina Elena Cuartero Arina Philadelphia, Pennsylvania Details
Elena Cuartero Arina's UBS Wealth Management Experience February 2011 - August 2011
Job .
Industry Financial Services
Experience
State Street  July 2012 - June 2013
European Investment Bank  August 2011 - January 2012
UBS Wealth Management   February 2011 - August 2011
GBN S.A   February 2010 - July 2010
Angoy Travel   July 2007 - September 2007

Education
Université de Luxembourg   2010 — 2011
M.Sc., Entrepreneurship and Innovation

ISEAD Business School   2009 — 2010
Master, International Business

Universidad de Zaragoza   2004 — 2009
Licenciatura Filología Inglesa

The Julius Maximilians University of Würzburg   2007 — 2008
English and Amercian Studies (Erasmus Programme)

Corey May Corey May Greater Atlanta Area Details
Corey May's UBS Wealth Management Experience 2004 - 2009
Job Vice President Financial Advisor at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  November 2009 - Present
UBS Wealth Management   2004 - 2009

Skills
Series 7, Wealth Management, Uniform Combined State..., Retirement Planning, Asset Allocation, Investment Advisory, Mutual Funds, 401k Rollovers, Investment Strategies, Investments, Alternative Investments, Wealth Management..., Financial Advisory, 401k, Asset Management, Equities, Portfolio Management, Securities

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   2010 — 2011
Certified Portfolio Manager

American Intercontinental University   2001 — 2003
MBA

University of Georgia - Terry College of Business   1996 — 2001
Economics

Matt Shafer Matt Shafer Boca Raton, Florida Details
Matt Shafer's UBS Wealth Management Experience August 1997 - April 2009
Job Owner Shafer Economics LLC
Industry Publishing
Experience
Shafer Economics, LLC   October 2013 - Present
H-Squared Ventures   April 2014 - Present
UBS Wealth Management   August 1997 - April 2009

Skills
Economics, Wealth, Small Business, Risk Management

Education
University of California, Berkeley   2005 — 2005
Certified Investment Management Analyst, Investments and Securities

American University   1986 — 1994
Master of Arts (M.A.), Economics

American University   1986 — 1994
Bachelor of Arts (B.A.), Economics

Mark-Thomas Cordova Mark-Thomas Cordova Phoenix, Arizona Area Details
Mark-Thomas Cordova's UBS Wealth Management Experience September 2010 - December 2010
Job Student at Frank Lloyd Wright School of Architecture
Industry
Experience
Fergolia Group, LLC   August 2011 - January 2012
UBS Wealth Management   September 2010 - December 2010
Bayer  August 2008 - December 2008
Office of the Honorable Bobby Jindal   August 2006 - May 2007

Skills
PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Teamwork, Research, Windows, Time Management, Photoshop, Public Speaking

Education
Frank Lloyd Wright School of Architecture   2012 — 2015

Loyola Marymount University   2007 — 2009
Bachelor of Business Administration (B.B.A.), International Business

Marina Tudela Marina Tudela Puerto Rico area Details
Marina Tudela's UBS Wealth Management Experience April 2000 - Present
Job Vice President Investments at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   April 2000 - Present
Morgan Stanley Smith Barney  July 1992 - April 2000

Skills
Investments, Finance, Financial Analysis, Portfolio Management, Wealth, Strategic Planning, Series 7, Mutual Funds, Risk Management, Financial Planning, Strategic Financial..., Investment Advisory, Asset Managment, Wealth Management, Securities, Fixed Income, Retirement Planning, Banking, Alternative Investments, Asset Management, Strategy, Equities, Marketing, Entrepreneurship, Management Consulting

Education
American University   1987 — 1991
BSBA, International Business/Marketing

Pine Crest School   1985 — 1987
High School

Amanda Hillman Amanda Hillman Greater Minneapolis-St. Paul Area Details
Amanda Hillman's UBS Wealth Management Experience January 2012 - June 2012
Job Claims Analyst at Fusion Logistics
Industry Logistics and Supply Chain
Experience
Psycho Suzi's Motor Lounge  May 2011 - July 2013
UBS Wealth Management   January 2012 - June 2012
Hudson Institute  January 2009 - June 2009
National Security Network  August 2008 - January 2009

Skills
Project Management, Customer Service, Copy Editing, Copywriting, Event Management, Sales, Budgets, Employee Training, Public Speaking

Education
University of Minnesota-Twin Cities   2010 — 2011
Bachelor of Arts (B.A.)

American University   2003 — 2005

Caroline Abikaram Caroline Abikaram Greater New York City Area Details
Caroline Abikaram's UBS Wealth Management Experience June 2010 - August 2010
Job Global Credit Products CFO AVP at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  April 2015 - Present
Credit Suisse  January 2015 - April 2015
Credit Suisse  June 2013 - December 2014
Credit Suisse  June 2012 - June 2013
Credit Suisse  July 2011 - June 2012
American University  August 2010 - May 2011
UBS Wealth Management   June 2010 - August 2010

Skills
Spanish, Arabic, Excel, Bloomberg, PowerPoint, Financial Analysis, Analysis, Data Analysis, Bloomberg Terminal, VBA, Microsoft Excel, Access, Leadership

Education
New York University - Leonard N. Stern School of Business   2013 — 2016
Master of Business Administration (M.B.A.), Quantitative Finance, Management and Strategy

American University - Kogod School of Business   2007 — 2011
BA/BS, Business Administration, Spanish, Arabic

Elina Diemer Elina Diemer Greater New York City Area Details
Elina Diemer's UBS Wealth Management Experience September 2012 - January 2013
Job MNS
Industry Real Estate
Experience
MNS  September 2011 - Present
UBS Wealth Management   September 2012 - January 2013
Merrill Lynch  June 2012 - September 2012
FILLMORE REAL ESTATE  January 2010 - August 2011

Skills
Sellers, Real Estate, Microsoft Office, PowerPoint, Microsoft Excel, Relocation, Microsoft Word, QuickBooks, Selling, Property Management, Investment Properties, Residential Homes, Investments, Real Estate Transactions, Rentals, Negotiation, Commercial Sales, Foreclosures, Marketing, Social Media Marketing, Finance, Brokerage, Investors, Budgets, Real Estate Economics, Real Estate Development, Sales

Education
Baruch College   2010 — 2013
Bachelor of Business Administration (BBA), Finance

Ufa State Petroleum Technological University   2005 — 2007
Associate's degree, Public Relations, Advertising, and Applied Communication

Julián Sosa-Vallés Julián Sosa-Vallés Washington D.C. Metro Area Details
Julián Sosa-Vallés's UBS Wealth Management Experience October 2007 - April 2009
Job MS in Sustainability Management (MSSM) Candidate at Kogod School of Business
Industry Publishing
Experience
National Academy of Sciences  February 2010 - Present
ACCION International  February 2010 - September 2010
UBS Wealth Management   October 2007 - April 2009

Skills
Management, Environmental Policy, Sustainable Business, Market Research, Budgets, Business Strategy, Strategic Communications, Accounting, Financial Analysis, Integrated Marketing, Digital Media, Public Speaking, Event Planning, Social Media, Project Management

Education
American University - Kogod School of Business   2014 — 2016
Master's Degree, Master of Science in Sustainability Management

Georgetown University   2011 — 2012
Certificate, Digital Media Management

Universidad de Puerto Rico   2003 — 2007
BBA, Finance

Universidad Complutense de Madrid   2006 — 2006
Abroad Studies

ameican university

Jad Cuffat Jad Cuffat Monaco area Details
Jad Cuffat's UBS Wealth Management Experience April 2011 - August 2011
Job Msc Finance
Industry Financial Services
Experience
Barclays Wealth and Investment Management  February 2013 - July 2013
UBS Wealth Management   April 2011 - August 2011

Skills
Wealth Management, Equities, Investments, Portfolio Management, Bloomberg, Securities, Fixed Income, Mutual Funds, Asset Allocation, Hedge Funds, Derivatives, Financial Modeling, Investment Advisory, Financial Analysis, Asset Management, Alternative Investments, Banking, Investment Strategies, Trading, Corporate Finance, Equity Research, Risk Management, Bonds, Financial Advisory, Investment Management, Private Banking

Education
International University of Monaco   2014 — 2015
Master of Science (MSc), Finance

International University of Monaco   2009 — 2013
BSBA, Finance

Colleen (Kearns) Seiber Colleen (Kearns) Seiber Greater New York City Area Details
Colleen (Kearns) Seiber's UBS Wealth Management Experience June 2006 - December 2007
Job Business Manager | Sales Manager | Relationship Manager
Industry Financial Services
Experience
GMP Securities, LLC  August 2014 - Present
Managing high-performing sales teams   January 2014 - July 2014
ING U.S. Investment Management   June 2011 - December 2013
UBS  January 2008 - May 2011
UBS Wealth Management   June 2006 - December 2007
UBS Wealth Management   June 2005 - May 2006
UBS Wealth Management   December 2003 - May 2005

Skills
Equities, Series 7, Management, Portfolio Management, Alternative Investments, Strategic Planning, Asset Allocation, Analysis, Business Strategy, Project Management, Interpersonal..., Dependable Team Player, Goal-oriented..., Management Processes, Professional Integrity, Highly motivated..., High Organizational...

Education
Albright College
Bachelor's Degree, Business Administration: Marketing & Communications

Ciaran Slattery Ciaran Slattery Greater New York City Area Details
Ciaran Slattery's UBS Wealth Management Experience January 2012 - May 2012
Job Business Analyst at AOL
Industry Sports
Experience
AOL  November 2014 - Present
Major League Soccer  May 2014 - November 2014
MC Electrical Services Inc.   May 2013 - May 2014
Premier League Basketball  August 2012 - May 2013
GSW Worldwide  June 2012 - August 2012
UBS Wealth Management   January 2012 - May 2012
Iona Preparatory School  August 2010 - April 2012

Skills
Teamwork, Sports, Spanish, PowerPoint, Economics, Team Leadership, Microsoft Word, Financial Services, Project Management, Business Development, Social Media, Advertising, International Exposure, CRM databases, Email Marketing, HTML, Pitch Development, Client Relations Skills, Financial Modeling, Project Finance, Timeline Development, Investor Relations, Sports Marketing, ExactTarget, SaaS, Planswift

Education
Fordham University - Graduate School of Business Administration   2013 — 2014
Master of Business Administration (MBA)

Fordham University   2009 — 2013
Bachelor of Business Administration (BBA), Finance and Marketing. Minor Economics, GPA 3.5

Heythrop College, U. of London   2011 — 2011
International Business

Iona Preparatory School   2005 — 2009

Frederic Bernard Frederic Bernard Monaco area Details
Frederic Bernard's UBS Wealth Management Experience 2013 - 2015
Job Business Management Executive, Wealth Management / Private Banking
Industry Banking
Experience
UBS Wealth Management   2013 - 2015
KBL Monaco Private Bankers   2012 - 2013
Barclays Wealth and Investment Management  2007 - 2011
Barclays Wealth and Investment Management  2003 - 2007
Barclays  2000 - 2003
Barclays  1999 - 2000
Credit Lyonnais  1997 - 1999
Lombard   1994 - 1997

Skills
Private Banking, Management, Risk Management, Banking, Wealth Management, Financial Risk, Financial Services, Internal Audit, Operational Risk, Asset Management, Investment Advisory, AML, Compliance, Business Management, Competitive Analysis, Risk, Project Management, Marketing Management, Strategy, Business Strategy

Education
Staffordshire University   1994 — 1995
MSc, European Management Strategy

Manchester Business School
Diploma, International Anti-Money Laundering, Merit

IAE Lille   1993 — 1994
D.E.S.S. / Postgraduate Degree, International Business

Université des Sciences et Technologies de Lille (Lille I)   1989 — 1993
Master's degree, Economics

University of Greenwich   1991 — 1992
Bachelor of Arts (B.A.), Business Management - Erasmus year

Lycée Saint Adrien - Villeneuve d'Ascq   1979 — 1989

Hayden Metz Hayden Metz Boston, Massachusetts Details
Hayden Metz's UBS Wealth Management Experience June 2010 - August 2010
Job Operations and Logistics Manager at Uber
Industry Information Technology and Services
Experience
Uber  April 2015 - Present
IBM  August 2014 - April 2015
IBM Global Business Services  October 2012 - July 2014
Daiwa Capital Markets  June 2011 - August 2011
UBS Wealth Management   June 2010 - August 2010

Skills
Management Consulting, Microsoft Excel, Business Analysis, Business Transformation, Microsoft Office, Business Strategy, Strategy

Education
Amherst College   2008 — 2012
Bachelor of Arts (BA), Economics

Ridgefield High School   2004 — 2008

Karl Schwartz Karl Schwartz Greater Detroit Area Details
Karl Schwartz's UBS Wealth Management Experience January 1994 - August 2002
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock  September 2012 - Present
Deutsche Bank  2011 - January 2013
LFD  August 2006 - May 2011
Manulife Financial  September 2002 - August 2006
UBS Wealth Management   January 1994 - August 2002

Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Alternative Investments, Fixed Income, Equities, Investments, Securities, Asset Managment, Portfolio Management, Retirement Planning, Investment Strategies, Hedge Funds, Investment Advisory

Education
Albion College   1987 — 1991
BA, Mathematical Physics

Rajiv Unnikrishnan Rajiv Unnikrishnan Greater New York City Area Details
Rajiv Unnikrishnan's UBS Wealth Management Experience October 2007 - December 2008
Job IT Delivery Manager/Technical Manager
Industry Computer Software
Experience
Wyndham Exchange & Rentals  March 2009 - Present
UBS Wealth Management   October 2007 - December 2008
UBS Wealth Management   May 2006 - April 2007
Delta Dental of NJ  October 2001 - May 2006
Trigyn Technologies  2000 - 2001
SSI Ltd., Mumbai   1999 - 2000

Skills
SOA, Agile Methodologies, SDLC, Java Enterprise Edition, Enterprise Architecture, Requirements Analysis, Spring, Web Services, Business Analysis, Weblogic, Scrum, SQL, IT Strategy, Technical Management, ETL, SaaS, .NET, Business Intelligence, Java, Architecture, Testing, Databases, WebLogic

Education
Fr. Conceicao Rodrigues College Of Engineering   1994 — 1998
Bachelor of Engg, Electrical Engg

Atomic Energy Junior College   1993 — 1994

Marina Zakon Marina Zakon Greater New York City Area Details
Marina Zakon's UBS Wealth Management Experience 2000 - 2006
Job Senior QA Analyst at FCRC
Industry Construction
Experience
FCRC  January 2006 - Present
Forest City Ratner Companies  2006 - Present
Forest City Ratner   2006 - Present
UBS PaineWebber  2000 - 2006
UBS Wealth Management   2000 - 2006
DMR Consulting  1998 - 1999

Skills
Quality Assurance, Testing, SQL, Quality Center, SharePoint, XML, SDLC, Access, User Acceptance Testing, Documentation, Software Quality..., QTP, Test Planning, SQL Server, Test Cases, Requirements Analysis, Test Director, System Testing, Test Management, Regression Testing, Software Documentation, Defect Tracking, Performance Testing, DB2, Mobile Testing, HP Quality Center, Microsoft SQL Server

Education
Тверской Государственный Технический Университет   1979 — 1984

Ruslan Belinskyy Ruslan Belinskyy Secaucus, New Jersey Details
Ruslan Belinskyy's UBS Wealth Management Experience June 2014 - Present
Job Senior Java Developer at UBS Wealth Management
Industry Information Technology and Services
Experience
UBS Wealth Management   June 2014 - Present
EPAM Systems  June 2013 - May 2014
EPAM Systems  October 2011 - June 2013
EPAM Systems  July 2010 - September 2011
Accenture  December 2009 - June 2010
Alfa bank  January 2009 - December 2009
Alfa Bank Ukraine   June 2008 - December 2008
Azimut   October 2007 - May 2008
H@os   December 2005 - August 2007

Skills
JDBC, Swing, JMS, Eclipse, JUnit, DB2, Mainframe, Ant, PL/SQL, Maven, Log4j, Java, Oracle SQL, JIRA

Education
Ternopil Academy of National Economy   1999 — 2004
Master's, Management

Caroline Tyler Lane Caroline Tyler Lane Newport Beach, California Details
Caroline Tyler Lane's UBS Wealth Management Experience June 2012 - August 2012
Job Consultant
Industry Management Consulting
Experience
Fashion Consultant   November 2013 - April 2014
J.Crew  November 2013 - April 2014
Kogod Accounting Club   May 2013 - December 2013
Professional Women’s Association   May 2012 - December 2013
American University  January 2012 - December 2013
American University  September 2010 - December 2013
Tax Consultant  February 2013 - April 2013
Kogod Accounting Club   May 2012 - April 2013
UBS Wealth Management   June 2012 - August 2012

Skills
Leadership, Bloomberg Terminal, Data Analysis, Organizational Structure, Determination, Strategic Communications, Microsoft Word, Strategic Planning, Microsoft Excel, PowerPoint, Fundraising, Spanish, Communications Strategy, Microsoft Office Suite, Microsoft Access, Thomson One, Community Outreach, Boundless Growth, Team Leadership, Entrepreneurship, Teamwork, Business Planning, Marketing Strategy, Analysis, Accounting, Event Planning, Financial Analysis, Customer Service, Program Management, Higher Education, Public Relations, Event Management, OS X, Financial Modeling, Public Speaking, Research, Social Media, Social Networking, International Relations, Marketing, Market Research

Education
American University   2014 — 2015
Master of Science (MS), Accounting

American University - Kogod School of Business   2010 — 2013
Bachelor of Science, Accounting

Kevin J. King Kevin J. King Greater New York City Area Details
Kevin J. King's UBS Wealth Management Experience 2013 - Present
Job Marketing Project Manager, UBS Wealth Management Americas
Industry Marketing and Advertising
Experience
UBS Wealth Management   2013 - Present
Dreisbach Group   2012 - 2013
UBS Wealth Management   2010 - 2012
Dreisbach Group   2008 - 2010
Morgan Stanley  2003 - 2007
Hakuhodo Advertising   2002 - 2002
Brouillard Communications  2000 - 2001
Ryan Drossman / MARC USA   1994 - 2000

Skills
Marketing Strategy, Marketing Management, Marketing Communications, Strategic Planning, Project Management, Financial Services, Product Marketing, Cross-functional Team..., Integrated Marketing, Strategy, Advertising, Marketing, Campaigns, Creative Direction, Digital Marketing, B2B, Direct Marketing, Website Development, Market Analysis, Department Budgeting, Team Leadership, Internal Communications, Consulting, Business Development, Sales, Competitive Analysis, Management, Analytics, Leadership, Corporate Communications

Education
Zicklin School of Business - Baruch College
MBA

Adelphi University
BBA

Hetal Vakiani Hetal Vakiani San Francisco Bay Area Details
Hetal Vakiani's UBS Wealth Management Experience May 2009 - April 2010
Job Sr. Financial Analyst at Pivotal Labs
Industry Financial Services
Experience
Pivotal Labs  March 2015 - Present
TIBCO Software Inc.  April 2012 - January 2015
CIBC  August 2010 - February 2012
UBS Wealth Management   May 2009 - April 2010
ATECO - Al Dhafra Trading Entr. est.   May 2006 - July 2008
Honeywell, ADI International, Dubai   September 2005 - December 2005
Schlumberger, Abu Dhabi   August 2004 - August 2004

Skills
Financial Reporting, Variance Analysis, Financial Analysis, Microsoft Excel, Bloomberg, Strategic Financial..., Corporate FP&A, SaaS, Oracle 11i, SAP, Salesforce.com, Performance Attribution

Education
University of Toronto - Rotman School of Management   2008 — 2010
MBA, Finance

American University in Dubai   2002 — 2006
Bachelor of Science (BSc), Electrical and Electronics Engineering

Yevgeny Kogan Yevgeny Kogan Greater New York City Area Details
Yevgeny Kogan's UBS Wealth Management Experience July 2001 - Present
Job IT professional at UBS Wealth Management
Industry Information Technology and Services
Experience
UBS Wealth Management   July 2001 - Present
Keane Inc.,   July 2000 - July 2001
Merrill Lynch  August 1997 - July 2000
UNISYS  June 1996 - August 1997

Skills
SDLC, NDM, DB2, JCL, Fileaid, VSAM, CICS, SQL, COBOL, TSO, Visio, Disaster Recovery, Autosys, Mainframe, Unix, Data Warehousing, Syncsort, Intertest, IBM Visual Studio, MQSeries, DB2 Stored..., Visual Explain, Business Analysis, Endeavor, Serena Changeman, Visual Basic, Xpediter

Education
Odessa State Marine Academy   1975 — 1980
Master's degree, Marine Engineering and IT

Janiris Diaz, PHR Janiris Diaz, PHR Orlando, Florida Area Details
Janiris Diaz, PHR's UBS Wealth Management Experience January 2009 - April 2009
Job Equity Stock Compensation Professional at Siemens
Industry Human Resources
Experience
Siemens  July 2013 - Present
Citi  April 2012 - July 2013
Barclays Capital  April 2009 - April 2012
Fordham University  2008 - 2010
UBS Wealth Management   January 2009 - April 2009
Madison Square Garden  October 2008 - December 2008
Starwood Hotels & Resorts  September 2007 - September 2008

Skills
Leave of Absence, Team Leadership, Recruiting, HRIS, Human Resources, Temporary Placement, Leadership, Management, Training, Hiring

Education
Fordham University   2008 — 2010
MS, Human Resources

Alfred University   2001 — 2005
BS, Business Administration

Winfried Rauser Winfried Rauser Greater New York City Area Details
Winfried Rauser's UBS Wealth Management Experience March 2011 - November 2011
Job Executive Director, Head HR Advisory & Operations Americas at UBS
Industry Banking
Experience
UBS  December 2011 - Present
UBS Wealth Management   March 2011 - November 2011
UBS Wealth Management   August 2009 - March 2011
UBS Wealth Management   February 2006 - August 2009
UBS Wealth Management   February 2003 - February 2006

Skills
Financial Analysis, Wealth Management, Process Improvement, Human Resources, Shared Service Center, Management, Business Transformation, Financial Controlling, Reporting & Analysis, Performance Measurement, Six Sigma, German, Call Centers, Operations Management, Background Checks, Leadership, Strategy, Financial Modeling, Finance, Financial Services, Business Analysis

Education
Fachhochschule Konstanz - Hochschule für Technik, Wirtschaft und Gestaltung   1993 — 1997
Diplom Betriebswirt, Economics, Controlling, Logistics, Marketing

Kumar Vadaparty Kumar Vadaparty Greater New York City Area Details
Kumar Vadaparty's UBS Wealth Management Experience August 2011 - August 2015
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  August 2015 - Present
UBS Wealth Management   August 2011 - August 2015
Bank of America  January 2010 - August 2011
Merrill Lynch  January 2009 - January 2010
Merrill Lynch  January 2005 - December 2008
Merrill Lynch  January 2003 - January 2005
Merrill Lynch  September 1996 - December 2002
Telcordia Technologies  January 1993 - September 1996
Case Western Reserve University  January 1992 - January 1996
CMC Ltd  1983 - 1985

Skills
Solution Architecture, Vendor Management, Program Management, Risk Management, Business Intelligence, PMP, ITIL, IT Strategy, Enterprise Architecture, SDLC, SaaS, Project Portfolio..., Management, Leadership, CRM, IT Service Management, Six Sigma, Business Analysis, PMO

Education
Andhra University
B. Engg, Electronics and Communications

Indian Institute of Technology, Kanpur
Masters, Computer Science

Rutgers University-New Brunswick
Ph.D., Computer Science

Jeff Matthews, CFP®, CDFA™ Jeff Matthews, CFP®, CDFA™ Columbus, Ohio Area Details
Jeff Matthews, CFP®, CDFA™'s UBS Wealth Management Experience April 2005 - November 2010
Job Financial Advisor at Preferred Capital Management/ Wells Fargo Advisors Financial Network, LLC, Member SIPC
Industry Financial Services
Experience
Preferred Capital Management/ Wells Fargo Advisors Financial Network, LLC, Member SIPC   November 2010 - Present
Homeless Families Foundation  July 2011 - Present
Brookside Golf and Country Club  November 2010 - May 2014
UBS Wealth Management   April 2005 - November 2010

Skills
Retirement Planning, Insurance, Investment Strategies, Wealth Management, Investments, Financial Planning, Estate Planning, Series 7, Finance, Financial Services, Wealth, 401k, Mutual Funds

Education
American University   1995 — 1999
BA, Communications

American University   1995 — 1999
BA, Communications

Andrey Belyakov Andrey Belyakov Greater New York City Area Details
Andrey Belyakov's UBS Wealth Management Experience September 2011 - December 2011
Job Sr. Financial Analyst
Industry Banking
Experience
Quest Diagnostics  2012 - Present
GE Capital  April 2012 - August 2012
Fordham Graduate School of Business  September 2010 - August 2012
Fordham University Student Managed Investment Fund  January 2012 - May 2012
UBS Wealth Management   September 2011 - December 2011
UBS Wealth Management   May 2011 - September 2011
Aeroflot Russian Airlines  August 2007 - January 2010
New York State Banking Department  April 2004 - March 2005

Skills
Statistics, Financial Modeling, Risk Management, Market Analysis, Financial Analysis, Valuation, Corporate Finance, Research, Due Diligence, Data Analysis, Analysis, M&A Modeling, M&A analysis, Equity Research

Education
Fordham University - Graduate School of Business Administration   2010 — 2012
MBA, Finance

Pace University - Lubin School of Business   2002 — 2007
Bachelor of Business Administration, International Management

Ryazan State Radiotechnical University (former Academy)   1998 — 2001
BS, Mathematics / Computer Science

Andrea Shaw Andrea Shaw Greater New York City Area Details
Andrea Shaw's UBS Wealth Management Experience June 2011 - March 2013
Job Compliance Attorney
Industry Financial Services
Experience
American Express  December 2014 - Present
CLS Group.  April 2014 - January 2015
Financial Industry Regulatory Authority  March 2013 - April 2014
UBS Wealth Management   June 2011 - March 2013
Morgan Stanley Smith Barney - Legal and Compliance Division   May 2009 - June 2011

Skills
Trials, International Law, Courts, Hearings, Human Resources, Dispute Resolution, Research, Human Rights, Negotiation, Analysis, Interviews, Legal Research, Legal Writing, Motions, Westlaw, Litigation, Corporate Law, FINRA, Securities, Lexis, Securities Regulation, Corporate Governance, Legal Compliance, LexisNexis

Education
Albany Law School of Union University   2005 — 2008
Juris Doctor, International Law and Practice

Hofstra University   1999 — 2003
Bachelors of Arts, Political Science and Philosophy

Leo van Dorp Leo van Dorp Greater Seattle Area Details
Leo van Dorp's UBS Wealth Management Experience January 2008 - January 2015
Job VP at Garde Capital
Industry Financial Services
Experience
Garde Capital   January 2015 - Present
UBS Wealth Management   January 2008 - January 2015
Portaga, Inc.   October 2006 - January 2008
Travel Distribution & Technology   April 2003 - September 2006
Holland America Line  May 2001 - April 2003
TRX  2000 - 2001
Galileo International  June 1993 - March 2000
KLM Royal Dutch Airlines  January 1991 - June 1993
KLM Royal Dutch Airlines  April 1984 - December 1990
Royal Dutch Army  February 1978 - July 1979

Education
Tilburg University   1988 — 1990
TIAS Financial Management

Rotterdam School of Management, Erasmus University   1982 — 1984
M.Sc., Business Administration

VU University Amsterdam   1979 — 1982
B.Sc., Economics

   1973 — 1977
B.Sc., Plastics Technology

Russell Creighton Russell Creighton Greater New York City Area Details
Russell Creighton's UBS Wealth Management Experience 2002 - 2004
Job Senior Underwriter at APRI Group, Inc.
Industry Insurance
Experience
APRI Group, Inc.   September 2015 - Present
ProSight Specialty Insurance  2012 - 2015
The Navigators Group, Inc.   2004 - 2011
UBS Wealth Management   2002 - 2004
Deutsche Bank  2001 - 2002
TD Waterhouse  1998 - 2001

Skills
Underwriting, Professional Liability, Insurance, D&O, Financial Analysis, Brokers, Employment Practices...

Education
Rutgers Business School   1997 — 1997
MBA, Finance

American University
BA, Justice

Cesar Soria Cesar Soria Fort Lauderdale, Florida Details
Cesar Soria's UBS Wealth Management Experience May 2011 - Present
Job Senior Registered Client Service Associate at UBS
Industry Financial Services
Experience
UBS Wealth Management   May 2011 - Present

Skills
Series 63, Series 7, Securities, Wealth Management, Equities, Investments, Finance, Insurance, Investment Strategies, Life Insurance, Series 65, Mutual Funds, Retirement Planning, Investment Management, Asset Management, Strategic Financial..., Financial Analysis, Portfolio Management, Customer Service, Team Building, Financial Planning

Education
Nova Southeastern University, Graduate School of Computer and Information Sciences   2011 — 2015
Master's degree, Management Information Systems

University of Florida
Bachelor of Science (B.S.) Business Administration, Finance

srinivasa pentyala srinivasa pentyala Greater New York City Area Details
srinivasa pentyala's UBS Wealth Management Experience 2010 - Present
Job Autherized Officer at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   2010 - Present
UBS  2000 - Present
UBS Financial Services  2000 - Present

Skills
Wealth Management, Equities, Fixed Income, SDLC, Portfolio Management, Derivatives, Business Analysis, Financial Services, Vendor Management, Requirements Analysis, Risk Management, Software Project..., SQL, IT Strategy, Enterprise Architecture, Requirements Gathering, Agile Methodologies, Banking, Unix, Software Development, Oracle, Management, Project Management, Data Warehousing

Education
Andhra University   1982 — 1986
BE, MECHANICAL

GITAM   1982 — 1986
BE, MECHANICAL

Jordan Fowler, CFP® Jordan Fowler, CFP® Hermitage, Pennsylvania Details
Jordan Fowler, CFP®'s UBS Wealth Management Experience May 2015 - Present
Job Wealth Planning Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   May 2015 - Present
PNC Wealth Management  January 2014 - May 2015
PNC  June 2013 - January 2014
Merrill Lynch  May 2011 - August 2011

Education
Duquesne University   2014 — 2015
Executive Certificate in Financial Planning

Allegheny College   2008 — 2012
Bachelor of Arts, Managerial Economics

Ringgold High School   2004 — 2008

Eric McCabe Eric McCabe Greater New York City Area Details
Eric McCabe's UBS Wealth Management Experience September 2012 - December 2012
Job Analyst at Citi
Industry Financial Services
Experience
Citi  August 2014 - Present
Citi  June 2013 - August 2014
Student Managed Investment Fund  May 2012 - May 2013
American University Chinese Language Club   May 2011 - May 2013
UBS Wealth Management   September 2012 - December 2012
American University Honors Office   January 2012 - December 2012
FlockTAG  May 2012 - August 2012
Shepherd Advisors  May 2009 - August 2011
Senator Carl Levin  January 2011 - May 2011
Ann Arbor News  January 2006 - January 2009

Skills
Mandarin, Financial Analysis, Microsoft Excel, Public Speaking, Social Media, Team Leadership, Research, Bloomberg, Equity Valuation, Teamwork, Finance, Event Planning, Networking, Press Releases, Management, Data Analysis, Strategic Planning

Education
American University - Kogod School of Business   2011 — 2013
Bachelors of Science, Business Administration

American University   2010 — 2013
Business Administration, Finance, 3.94

Huron High School   2007 — 2010

Yaohua High School (耀华中学)   2008 — 2009

Richard Zorena Richard Zorena Greater New York City Area Details
Richard Zorena's UBS Wealth Management Experience April 2009 - Present
Job First Vice President Wealth Management Certified Financial Planner®
Industry Financial Services
Experience
UBS Wealth Management   April 2009 - Present
Morgan Stanley Smith Barney  December 2005 - April 2009
Legg Mason  September 1989 - December 2005

Education
Allegheny College   1981 — 1985
B.S., Economics

Notre Dame High School   1977 — 1981

Felipe Del Hoyo-Solórzano Felipe Del Hoyo-Solórzano Greater New York City Area Details
Felipe Del Hoyo-Solórzano's UBS Wealth Management Experience September 2010 - Present
Job Client Advisor / Financial Advisor UBS Wealth Management
Industry Banking
Experience
UBS Wealth Management   September 2010 - Present
Accurate Corporate Finance   July 2008 - July 2010
Banco Santander  July 2005 - August 2007
PwC  September 2002 - March 2005

Education
IE (Instituto de Empresa)   2009 — 2010
Executive MBA

IEB   2007 — 2008
Hedge Funds & Alternative Investments (CAIA)

London School of Economics and Political Science   2001 — 2001
Business Analysis & Valuation

IEB   1995 — 2001
Law & Financial Markets

Avi Horowitz Avi Horowitz Washington, District Of Columbia Details
Avi Horowitz's UBS Wealth Management Experience June 2015 - Present
Job Intern at UBS Wealth Management
Industry Government Administration
Experience
UBS Wealth Management   June 2015 - Present
Shopping For A Change   2009 - Present
U.S. Small Business Administration Office of Investment and Innovation   August 2014 - January 2015
URJ Camp Newman  June 2014 - August 2014

Skills
Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Management, PowerPoint, Public Speaking, Research, Project Management, Leadership, Strategic Planning, Social Media, Sales

Education
Brandeis University   2014 — 2018
Bachelor's Degree, Finance with Specialization in Asset Management

American University   2014 — 2014
Washington Mentorship Program, Freshman

Daniel O'Shea, CRPS® Daniel O'Shea, CRPS® Washington D.C. Metro Area Details
Daniel O'Shea, CRPS®'s UBS Wealth Management Experience March 2008 - May 2009
Job Regional Vice President Investment Only Division at Columbia Threadneedle Investments, US
Industry Investment Management
Experience
Columbia Threadneedle Investments, US  May 2015 - Present
IBG Financial Partners, LLC   March 2012 - May 2015
Morgan Stanley Smith Barney  May 2009 - March 2012
UBS Wealth Management   March 2008 - May 2009
A.G. Edwards & Sons, Inc.   2007 - 2008

Skills
Retirement Planning, Investments, Series 7, Strategic Financial..., Financial Advisory, Finance, 401k, Mutual Funds, Alternative Investments, Asset Allocation, Series 66, Series 31

Education
Amherst College   2003 — 2007
Bachelor of Arts, Political Science

Hilary Gallo Hilary Gallo Greater New York City Area Details
Hilary Gallo's UBS Wealth Management Experience June 2012 - August 2012
Job Associate at Dentons US LLP
Industry Law Practice
Experience
Dentons US LLP  September 2014 - Present
Dentons  June 2013 - July 2013
George Washington University Law School  September 2012 - January 2013
UBS Wealth Management   June 2012 - August 2012
Michael Kors  May 2011 - July 2011
Sweeney, Gallo, Reich, & Bolz LLP   May 2010 - August 2010
Cherokee Park Guest Ranch   May 2009 - August 2009
Michael Kors  May 2008 - August 2008
U.S. House of Representatives   January 2008 - May 2008

Skills
Research, Microsoft Excel, Microsoft Word, PowerPoint, English, Securities, Public Speaking, Middle Eastern Studies, Legal Writing, Legal Research, Social Media

Education
The George Washington University Law School   2011 — 2014
Juris Doctor (J.D.)

Georgetown University   2007 — 2011
Bachelor of Arts (BA), English Language and Literature, General

Université Al-Akhawayn Ifrane   2009 — 2009

James Fernandez, CRPC® James Fernandez, CRPC® New York, New York Details
James Fernandez, CRPC®'s UBS Wealth Management Experience November 2008 - Present
Job Wealth Management Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management   November 2008 - Present
Smith Barney Brokerage Firm  July 2007 - November 2008

Education
Allegheny College
BS, Mathematics

Shaiyra Devi Shaiyra Devi San Francisco Bay Area Details
Shaiyra Devi's UBS Wealth Management Experience June 2012 - July 2012
Job Analyst at The Breakthrough Institute
Industry Renewables & Environment
Experience
The Breakthrough Institute  September 2015 - Present
The Breakthrough Institute  June 2015 - August 2015
Amherst College  October 2014 - January 2015
Singapore Economic Development Board  July 2014 - August 2014
Carbon Conservation   September 2013 - November 2013
Verité  June 2013 - July 2013
Her Campus  May 2012 - May 2013
3.2.1 Education Foundation   January 2013 - February 2013
UBS Wealth Management   June 2012 - July 2012
Conde Nast  June 2011 - June 2011

Skills
French, Marketing, Environmental Issues, Conservation Issues, Sales, Politics, Editing, Fact-checking, Social Media Marketing, Market Research, International..., Environmental Awareness, Creative Writing, Translation, Microsoft Office, Report Writing

Education
Amherst College   2011 — 2015
Environmental Studies, French

IES Paris   2013 — 2013
French Studies

L'Université Paris-Sorbonne   2013 — 2013
Political Philosophy

Université Paris-Sorbonne   2013 — 2013
Political Philosophy

United World College of Southeast Asia   2009 — 2011

American School of Bombay   2007 — 2009

Faith Osorio Faith Osorio Greater New York City Area Details
Faith Osorio's UBS Wealth Management Experience September 2010 - August 2013
Job Compliance Officer at Societe Generale
Industry Financial Services
Experience
Societe Generale  September 2013 - Present
UBS Wealth Management   September 2010 - August 2013
UBS Wealth Management   February 2010 - September 2010
UBS Wealth Management   February 2007 - February 2010
Cablevision  August 2003 - April 2005
1800flowers.com  January 2004 - May 2004
Citi  July 2002 - May 2003

Skills
Training, PowerPoint, Management, Access, Policy, Outlook, Visio, Microsoft Excel, FINRA, Financial Services, Internal Audit, Series 7, Finance, Investments, Human Resources, Auditing, PeopleSoft, Analysis, Securities, Administration, Risk Management, AML, Customer Service, Time Management, Accounting, Insurance

Education
Adelphi University   2001 — 2004
Bachelors, Business Management / HR Management

Temple University   2003 — 2003
International HR Management & International Marketing

Claflin University   2000 — 2001
Business Management

Lawrence Kubli Lawrence Kubli New York, New York Details
Lawrence Kubli's UBS Wealth Management Experience May 2012 - August 2012
Job Euler Hermes World Agency
Industry Import and Export
Experience
American University Student Managed Investment Fund  January 2015 - May 2015
American University  August 2011 - May 2015
Tiantu Capital   February 2014 - June 2014
Lord and Taylor  June 2013 - January 2014
South Asians Students Association   January 2012 - September 2012
UBS Wealth Management   May 2012 - August 2012
Hispanic Link News Service  September 2011 - January 2012

Skills
International Economics, Economic Policy, Business Journalism, Product Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Matlab, Windows, Event Planning, Team Leadership, Performing Arts

Education
American University   2011 — 2015
Bachelor of Arts, Economics, Finance

Peking University   2014 — 2014
Chinese Language

Sergio Norena Sergio Norena Miami/Fort Lauderdale Area Details
Sergio Norena's UBS Wealth Management Experience July 2005 - May 2010
Job Director Senior Portfolio Manager
Industry Banking
Experience
Citigroup  June 2010 - Present
UBS Wealth Management   July 2005 - May 2010
Dresdner Bank Lateinamerika AG & Dresdner Lateinamerika Financial Advisors L.L.C. (Allianz Group),   May 1997 - July 2005
Latinvestco Ltd - Investment Bank   June 1993 - April 1995

Skills
Asset Allocation, Asset Management, Banking, Bloomberg, Equities, Financial Markets, Fixed Income, Investment Management, Portfolio Management, Series 7, Wealth Management

Education
American University - Kogod School of Business   1996 — 1997
MBA, Finance

Pontificia Universidad Javeriana   1988 — 1993
BS, Economics

Federico J. Sanchez Federico J. Sanchez Miami/Fort Lauderdale Area Details
Federico J. Sanchez's UBS Wealth Management Experience April 2006 - Present
Job SVP Wealth Advisor, providing institutionallevel consulting to affluent families, business owners & executives
Industry Financial Services
Experience
UBS Wealth Management   April 2006 - Present

Education
American University - Kogod School of Business

Canterbury School, New Milford, Ct.

Nicolas Sabet Nicolas Sabet Washington D.C. Metro Area Details
Nicolas Sabet's UBS Wealth Management Experience June 2013 - August 2013
Job JD Candidate at American University Washington College of Law
Industry Legal Services
Experience
D.C. United   May 2014 - August 2014
TTR Sotheby’s International Realty  May 2014 - August 2014
National Basketball Retired Players Association  February 2014 - February 2014
UBS Wealth Management   June 2013 - August 2013
Tulane EMS  November 2011 - August 2013
Think Food Group  May 2012 - August 2012
Think Food Group  May 2011 - August 2011

Skills
Event Planning, Non-profits, Research, Public Speaking, PowerPoint, Management, Leadership, Marketing, Microsoft Office, Nonprofits, Microsoft Excel, Teamwork, Social Media, Social Networking, Facebook, Microsoft Word, Social Media Marketing, Customer Service

Education
American University Washington College of Law
Juris Doctor (J.D.)

Tulane University - A.B. Freeman School of Business   2011 — 2015
Bachelor’s Degree, Major in Legal Studies in Business, Minor Business Management

Ecole de Management Strasbourg   2013 — 2013
International Business

Gonzaga College High School   2007 — 2011

Sam Sivarajan Sam Sivarajan Toronto, Canada Area Details
Sam Sivarajan's UBS Wealth Management Experience 2005 - 2011
Job Head of Manulife Private Wealth
Industry Investment Management
Experience
Manulife Private Wealth   2015 - Present
Manulife Private Wealth   2012 - 2015
UBS Wealth Management   2005 - 2011
Glaxys Ltd.   2003 - 2005
Banc of America Securities  2000 - 2002
HSBC Investment Bank  2000 - 2000
CA IB Corporate Finance   1999 - 2000
Dresdner Kleinwort Benson  1998 - 1999
McMillan Binch  1996 - 1997
C.D. Howe Institute   1994 - 1996

Skills
Investments, Mergers & Acquisitions, Wealth Management, Investment Banking, Start-ups, Mergers, Corporate Finance, Financial Services, Equities, Leadership, CRM, Management, Entrepreneurship, Capital Markets, Private Equity, Asset Allocation, High Net Worth..., Behavioural Finance, Wealth Management..., Portfolio Management, Finance

Education
Manchester Business School   2014 — 2019
Doctor of Business Administration (DBA)

Rotman School of Management   2011 — 2011

University of Toronto   1992 — 1996
J.D.

University of Toronto - Rotman School of Management   1992 — 1996
MBA

ESCP Europe   1995 — 1995
MBA

Western University   1988 — 1992
BA

Grace Zhang Grace Zhang Greater New York City Area Details
Grace Zhang's UBS Wealth Management Experience May 2012 - August 2012
Job Senior Analyst at MediaCom
Industry Marketing and Advertising
Experience
MediaCom  September 2015 - Present
Ogilvy & Mather Advertising  August 2014 - 2015
PHD  June 2013 - May 2014
BBC Worldwide  May 2013 - May 2013
NBCUniversal, Inc.   September 2012 - December 2012
Sony Music Entertainment  September 2012 - December 2012
UBS Wealth Management   May 2012 - August 2012
New Oriental Education & Technology Group  March 2011 - July 2011

Skills
Marketing Analytics, Marketing Communications, Marketing Research, Customer Insight, Web Analytics, Digital Marketing, Integrated Marketing, Social Media Marketing, Market Research, SPSS, Marketing, Competitive Analysis, Analytics, Social Media, Strategy, Advertising

Education
New York University - School of Continuing and Professional Studies

Fordham Gabelli School of Business   2011 — 2013
Master of Science (M.S.), Communications and Media Management, 3.85

Anhui University of Finance and Economics   2007 — 2011
Bachelor of Science (BS), Marketing

Fordham Gabelli School of Business   2015 — 2017
Master of Business Administration (MBA), Marketing

Patrick Wayne Patrick Wayne San Francisco Bay Area Details
Patrick Wayne's UBS Wealth Management Experience 2010 - 2010
Job Account Executive at Equilar
Industry Information Services
Experience
Equilar  April 2015 - Present
Energy Intelligence  2010 - 2015
UBS Wealth Management   2010 - 2010
The Carter Center  2008 - 2008
Peace Corps  2005 - 2007
U.S. VETS (United States Veterans Initiative)   2003 - 2004

Skills
Leadership, Business Development, Management, Public Policy, Analysis, Program Management, Entrepreneurship, Proposal Writing, Market Research, Research, International Economics, English, Public Relations, CRM, Strategy, Event Planning, Fundraising, Economics, Project Management, International Relations, Solution Selling, SaaS

Education
Fordham University   2011 — 2011
Master of Arts, Economics

Fordham University   2009 — 2011
Master of Arts, International Political Economy and Development

Alfred University   1999 — 2003
BS, Business Administration

John Porcaro John Porcaro New York, New York Details
John Porcaro's UBS Wealth Management Experience 2000 - 2003
Job Director, Project Management
Industry Financial Services
Experience
Coleman Research  March 2009 - Present
Fiserv  March 2007 - February 2009
Standard & Poor's   2005 - March 2007
UBS Wealth Management   2000 - 2003

Skills
Wealth Management, Series 7, Investment Advisory, Program Management, People Management, Product Development, Information Management, Resource Management, Management, Start-ups, Investments, Financial Services, Relationship Management, Leadership, Project Management, Business Development

Education
Middlebury College   1996 — 2000
BA, History

Pace University - Lubin School of Business   2003 — 2005
MBA, Financial Management

American University   1999 — 1999
Washington Semester Program

Edward Lynn Edward Lynn New York, New York Details
Edward Lynn's UBS Wealth Management Experience January 2002 - April 2010
Job Managing Director at XChange Financial Access
Industry Financial Services
Experience
X-Change Financial Access  May 2010 - Present
UBS Wealth Management   January 2002 - April 2010
PainWebber   January 1987 - December 2001
PainWebber   October 1981 - December 1986

Skills
Trading, Equities, Series 7, Management, Hedge Funds, Options, Derivatives, Fixed Income, ETFs, Financial Markets, Series 63, Investments

Education
Adelphi University
BA, Business/Corporate Communications

Joseph Sarno III Joseph Sarno III Greater New York City Area Details
Joseph Sarno III's UBS Wealth Management Experience July 2007 - April 2009
Job Senior Accountant at SS&C
Industry Accounting
Experience
Borough Of Garwood   April 2015 - Present
SS&C GlobeOp  October 2014 - Present
Citco Fund Services  July 2009 - October 2014
Sirius XM Radio Inc.  November 2008 - August 2009
UBS Wealth Management   July 2007 - April 2009
Rothstein Kass  October 2005 - July 2007

Skills
Hedge Funds, Equities, Alternative Investments, Fund Of Funds, Accounting, Excel, PowerPoint, Word, Derivatives, Microsoft Office, Audit, Bloomberg, Financial Reporting, Financial Accounting, Account Reconciliation, Private Equity, Fund Administration, Valuation, Microsoft Excel, Microsoft Word, Portfolio Management, Financial Analysis, Options, Financial Services, Investments

Education
Albright College   2001 — 2005
BS, Accounting & Political Science

Connecticut School of Broadcasting   2008 — 2008
TV/Radio Broadcasting

Etid Lyashkov Etid Lyashkov Greater New York City Area Details
Etid Lyashkov's UBS Wealth Management Experience October 1989 - March 2012
Job Associate Director at UBS Wealth Management RETIRED
Industry Financial Services
Experience
UBS Wealth Management   October 1989 - March 2012
Kidder Peabody  April 1986 - October 1989
Drexel Burnham Lambert  October 1982 - April 1986

Skills
Investments, Retirement Planning, Private Equity, Estate Planning, Relationship Management, Credit Analysis, SDLC, Risk Management, Credit, Life Insurance, Mergers, Mortgage Lending, Mergers & Acquisitions, Financial Services, Securities, Portfolio Management, Asset Management, Bloomberg, Capital Markets, Analysis, Emerging Markets, Financial Modeling, Finance, Equities, Financial Analysis, Fixed Income

Education
Kiivs'kij Ekonomicnij Institut Menedžmentu   1967 — 1972

Karen Quijano Karen Quijano Miami, Florida Details
Karen Quijano's UBS Wealth Management Experience June 2008 - November 2008
Job Institutional Sales & Trading at INTL FCStone Financial Inc
Industry Financial Services
Experience
INTL FCStone Financial Inc  March 2014 - Present
INTL FCStone Financial Inc.  December 2012 - March 2014
Tradewire   December 2011 - December 2012
Bulltick Capital Markets  January 2009 - November 2011
UBS Wealth Management   June 2008 - November 2008
ING  January 2007 - June 2008
Bank of America  April 2003 - December 2006

Skills
Derivatives, Bloomberg, Trading, Financial Markets, Equities, Fixed Income, Securities, Capital Markets, FX Options, Banking, Middle Office, Asset Management, Emerging Markets, Risk Management, Portfolio Management, Structured Products, Electronic Trading, Financial Risk, Market Risk, Investment Banking, Options, Trading Systems, Private Banking

Education
Universidad La Salle Morelia, A.C.   1998 — 2002
Bachelor of Business Administration (B.B.A.)

Laura Lakusta Laura Lakusta Greater New York City Area Details
Laura Lakusta's UBS Wealth Management Experience July 2012 - Present
Job
Industry Financial Services
Experience
UBS Wealth Management   July 2012 - Present
Merrill Lynch/Bank of America  February 2002 - July 2009
Goldman Sachs  July 2001 - February 2002

Education
University of Illinois at Urbana-Champaign - College of Business   1997 — 2001
Bachelor of Science, Finance

Manchester Business School

John Mulvey John Mulvey Greater New York City Area Details
John Mulvey's UBS Wealth Management Experience May 2008 - August 2008
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  July 2013 - Present
Bank of America  July 2011 - July 2013
Princeton Focused Investments   June 2010 - August 2010
Community Tax Aid DC   January 2010 - April 2010
Kogod School of Business- Career Center   February 2009 - May 2009
UBS Wealth Management   May 2008 - August 2008

Skills
Financial Reporting, Accounting, Bloomberg, Financial Analysis, Corporate Finance, Data Analysis, Financial Modeling

Education
University of Virginia   2010 — 2011
Master of Science in Accounting, Financial Reporting and Auditing

American University - Kogod School of Business   2006 — 2010
Bachelor of Science in Business Administration, Accounting and Finance Specialization, Minor in Quantitative Methods, cum laude

SKEMA Business School   2008 — 2008
International Business, International Relations, Organizational Theory and Intermediate French

The Hun School of Princeton   2002 — 2006
High School

Lucia Campero Lucia Campero Washington D.C. Metro Area Details
Lucia Campero's UBS Wealth Management Experience January 2010 - May 2010
Job Consultant at InterAmerican Development Bank (IDB)
Industry Financial Services
Experience
Inter-American Development Bank (IDB), Multilateral Investment Fund (MIF)   January 2011 - Present
Inter-American Development Bank  July 2010 - December 2010
UBS Wealth Management   January 2010 - May 2010
Sistemas Forestales Sostenibles (SFS / SLV)   May 2009 - August 2009

Education
American University - Kogod School of Business   2006 — 2010
Bachelor of Science in Business Administration. Specialization in Finance

David Levine, CFP ChFC CLU CIMA CPWA David Levine, CFP ChFC CLU CIMA CPWA Greater New York City Area Details
David Levine, CFP ChFC CLU CIMA CPWA's UBS Wealth Management Experience January 2013 - Present
Job Senior Vice President Wealth Management at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   January 2013 - Present
UBS Financial Services Inc.  April 2007 - December 2012
American Express Financial Advisors  1991 - May 2007

Education
Albertus Magnus College   1997 — 1999
Bachelor of Science (BS), Business Administration and Management, General

Yevgeniya Raginkina Yevgeniya Raginkina Greater New York City Area Details
Yevgeniya Raginkina's UBS Wealth Management Experience June 2004 - Present
Job Authorized Officer at UBS FINANCIAL SERVICES, INC
Industry Financial Services
Experience
UBS Wealth Management   June 2004 - Present
The Bank of New York  December 1996 - March 2004

Skills
COBOL, CICS, JCL, VSAM, DB2, Stored Procedures, WebSphere MQ, MQ Series, Startool, Change Management, SQL, Workflow, PL/SQL, FTP, NDM, Xpediter, Software Development, IBM Mainframe, SPUFI, Requirements Analysis, Websphere, Financial Services, Databases, TSO, MVS, SDLC, Fileaid, Intertest, Endeavor, Portfolio Management, Production Support, Mainframe, Business Analysis

Education
Saint Petersburg State Marine Technical University   1977 — 1982
MS

St.Petersburg High School 366   1975 — 1977

Jared Oppenheim Jared Oppenheim Washington D.C. Metro Area Details
Jared Oppenheim's UBS Wealth Management Experience May 2011 - August 2011
Job Legal Recruiting at Sterne, Kessler, Goldstein & Fox
Industry Management Consulting
Experience
Sterne, Kessler, Goldstein & Fox   September 2012 - Present
UBS Wealth Management   May 2011 - August 2011

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Teamwork, Customer Service, Social Media, English, HTML, Photoshop

Education
American University - Kogod School of Business   2008 — 2012
Bachelor's degree, Business Administration and Management, General

Edgewater High School   2008 — 2012

J. Mathews Hagberg, CFP J. Mathews Hagberg, CFP Jamestown, New York Area Details
J. Mathews Hagberg, CFP's UBS Wealth Management Experience 2009 - Present
Job Financial Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   2009 - Present
Merrill Lynch  1995 - 2009
E.F. Hutton & Co.   1982 - 1995

Education
Alfred University   1965 — 1969
Bachelor of Arts (B.A.), Economics

Greg Ruisi Greg Ruisi New York, New York Details
Greg Ruisi's UBS Wealth Management Experience August 2012 - April 2015
Job Capital Markets Associate at Thor Equities
Industry Real Estate
Experience
Thor Equities  September 2015 - Present
UBS Wealth Management   August 2012 - April 2015
UBS Investment Bank  January 2012 - August 2012

Education
American University - Kogod School of Business   2007 — 2011
BSBA, Finance

Cristina Vannotti Cristina Vannotti Greater Chicago Area Details
Cristina Vannotti's UBS Wealth Management Experience August 2013 - February 2014
Job L'Art du Gâteau Program at The French Pastry School
Industry Food & Beverages
Experience
The French Pastry School  August 2015 - Present
The French Pastry School  June 2015 - August 2015
The French Pastry School  January 2015 - June 2015
UBS Wealth Management   August 2013 - February 2014
Credit Suisse  December 2012 - August 2013
Verium AG   September 2012 - April 2013
Baumgartner Frey Family Office AG   December 2011 - August 2012
Elopak  February 2011 - November 2011
Various Fitness Studios   1999 - September 2004
senergy AG   January 2003 - May 2004

Skills
Organizational..., Affinity for Numbers, Friendliness, Time Management, Organizational Structure, Goal Oriented, Integrity, Confidentiality, Administrative..., Filing, Office Management, Telephone Skills, Phone Etiquette, Data Entry, Highly detail oriented, Organization &..., Analytical Skills

Education
The French Pastry School   2015 — 2015
L'Art du Gâteau, Baking and Pastry Arts/Baker/Pastry Chef

The French Pastry School   2015 — 2015
L'Art de la Boulangerie Program, Bread and Breakfast Pastries/Baker, A, with Honors

The French Pastry School   2015 — 2015
L'Art de la Pâtisserie Program, Baking and Pastry Arts/Baker/Pastry Chef, B

Klett Akademie   2007 — 2007
Diploma, Interior Architecture and Room Design, 5.5

KSC Internet School, Zurich, Switzerland   2001 — 2002
WebDesigner KSC, Webdesign

KSC Internet School, Zurich Switzerland   2000 — 2001
WebPublisher SIZ, Webpublishing, 5.4

AFA, Lachen   1999 — 1999
Aerobics-Instructor

EDS Information Business GmbH   1999 — 1999
DB2 Listengenerator, DB2 Listen

Kaderschule Zürich, Zurich, Switzerland   1995 — 1997
Diploma, Business School, 5.31

Schweizerische Alpine Mittelschule Davos   1990 — 1994
Matura Typus B, 5.1

Pamela Boardman Pamela Boardman Greater Atlanta Area Details
Pamela Boardman's UBS Wealth Management Experience April 1997 - August 2013
Job Recruiter Chemical Industry | Chemical Engineering | President and CEO, The HTW Group (Division of SearchRSA)
Industry Staffing and Recruiting
Experience
Hire to Win SearchRSA www.hiretowin.com   August 2013 - Present
UBS Wealth Management   April 1997 - August 2013

Skills
Management, Series 7, Operations Management, Team Building, Team Leadership, Strategic Planning, Performance Management, Negotiation, Series 63, Vendor Management, Recruiting, Executive Search, Chemical Process..., Leadership, Customer Service

Education
Aiken Technical College   1991 — 1992
Business Administration and Management, General, 3.8

Matthew Guarnaccia Matthew Guarnaccia New York, New York Details
Matthew Guarnaccia's UBS Wealth Management Experience October 2014 - December 2014
Job Commercial Credit Analyst at Capital One
Industry Banking
Experience
Capital One  July 2015 - Present
UBS Wealth Management   October 2014 - December 2014
Capital One  June 2014 - August 2014
FactSet Research Systems  May 2013 - August 2013
Lightspeed Trading  May 2012 - August 2012

Education
The George Washington University - School of Business   2011 — 2015
B.B.A., Finance & International Business, Magna Cum Laude

ESCI-UPF International Business   2014 — 2014
International Business

Colton Thomas Colton Thomas Tampa/St. Petersburg, Florida Area Details
Colton Thomas's UBS Wealth Management Experience August 2014 - December 2014
Job Marketing Specialist at LTA International Global Services
Industry International Affairs
Experience
Pinstripe Comedy   February 2015 - Present
LTA International Global Services   August 2014 - Present
Varsity Tutors  August 2014 - Present
UBS Wealth Management   August 2014 - December 2014
Eckerd College  September 2012 - May 2014
Chewonki Foundation  June 2013 - August 2013

Skills
Spanish, International Sales &..., Public Speaking, Microsoft Office, Customer Service, International Relations, Sales, PowerPoint, Research, Teaching, Economics, Editing, Microsoft Excel, Microsoft Word, Political Science, International Sales

Education
Eckerd College   2010 — 2014
Bachelor of Arts (B.A.), International Relations and Affairs, GPA 3.7

Universidad Americana (NI)   2013 — 2013
Bachelor's degree, International Relations and Affairs

Tabor Academy   2007 — 2010

Julie Barbatsuly Julie Barbatsuly Greater New York City Area Details
Julie Barbatsuly's UBS Wealth Management Experience January 2010 - Present
Job Team Administrator
Industry Financial Services
Experience
UBS Wealth Management   January 2010 - Present
UBS Financial services  August 2006 - December 2009
UBS Wealth Management   November 2003 - August 2006
UBS Wealth Management   March 2001 - November 2003

Education
Adelphi University   1979 — 1983

Anthony Montemagni, CFP® Anthony Montemagni, CFP® Springfield, Massachusetts Area Details
Anthony Montemagni, CFP®'s UBS Wealth Management Experience September 1996 - Present
Job Senior Vice PresidentWealth Management, Senior Portfolio Manager, Wealth Advisor, Retirement Plan Consultant at UBS
Industry Financial Services
Experience
UBS Wealth Management   September 1996 - Present

Education
American International College
Business Management, Marketing

Jessica Richard Jessica Richard Greater New York City Area Details
Jessica Richard's UBS Wealth Management Experience July 2009 - February 2012
Job Director at UBS Wealth Management
Industry Financial Services
Experience
UBS  March 2012 - Present
UBS  October 2013 - April 2014
UBS Wealth Management   July 2009 - February 2012
UBS Wealth Management   July 2007 - June 2009
UBS Wealth Management   June 2006 - August 2006

Education
Fordham University - Graduate School of Business Administration   2012 — 2014
MBA

Alfred University   2003 — 2007
Finance

Angela Borreggine Angela Borreggine Greater New York City Area Details
Angela Borreggine's UBS Wealth Management Experience January 2005 - January 2007
Job Director and Senior Counsel at Allianz Global Investors of America
Industry Financial Services
Experience
Allianz Global Investors of America   January 2007 - Present
UBS Wealth Management   January 2005 - January 2007
Sidley Austin  September 1999 - January 2005
Zurich Insurance Company Ltd (Risk Enterprise Management, a wholly owned subsidiary)   October 1995 - September 1999
AIG  1993 - 1995
Prudential Financial  September 1992 - March 1993

Skills
FINRA, Research, Securities Regulation, Corporate Law, Mutual Funds, Asset Management, Securities, Corporate Governance, Investments, Financial Services, Legal Advice, Cross-border..., Legal Compliance, Investment Advisers Act, Investment Management, Derivatives, Investment Company Act

Education
Albany Law School of Union University   1988 — 1991
JD, Law

Colgate University   1982 — 1986
BA, International Relations/French

Marc Gaines CPA Marc Gaines CPA Greater New York City Area Details
Marc Gaines CPA's UBS Wealth Management Experience September 2003 - Present
Job Director at UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management   September 2003 - Present
Mellon Investor Services - Bankmark   October 2001 - September 2003
UBS  January 1989 - September 2001

Skills
Financial Analysis, Month End Close, Financial Reporting, Financial Systems, Broker-Dealer, SEC filings, Financial Services, Financial Accounting, General Ledger, Internal Controls, Accounting, Finance, Asset Management, Cash Management, Strategic Financial..., Financial Modeling, Equities, Fixed Income, Wealth Management, Risk Management, Investments

Education
Adelphi University
BBA, Accounting

Lyubov Vintruber Lyubov Vintruber Greater New York City Area Details
Lyubov Vintruber's UBS Wealth Management Experience 2000 - Present
Job senior software developer at ubs
Industry Financial Services
Experience
ubs  senior software developerUBS Wealth Management2000 - Present
UBS Wealth Management   2000 - Present
Fiserv  2011 - 2015

Skills
Unix Shell Scripting, SQL, Trading Systems, Unix, Perl, Fixed Income, Agile Methodologies, Sybase, SDLC, Equities, Requirements Gathering, Websphere, DB2, Oracle, Data Modeling, Shell Scripting, Vendor Management, Business Analysis

Education
New York University   1992 — 1994

31st high school

Moscow State Automobile and Road Technical Institute (State Technical University) (MADI)

Irina Markovsky Irina Markovsky Greater New York City Area Details
Irina Markovsky's UBS Wealth Management Experience 2000 - Present
Job Associate Manager at UBS
Industry Financial Services
Experience
UBS Wealth Management   2000 - Present
UBS Financial Services  2000 - Present
UBS  April 1995 - Present

Skills
Portfolio Management, Fixed Income, Trading Systems, Risk Management, Equities, Business Analysis, Series 7, Requirements Analysis, Financial Analysis, Derivatives, Wealth Management, SDLC, Securities, Vendor Management, Business Requirements, Financial Services, Options, Management, Capital Markets, Project Management, Project Portfolio...

Education
Odes'kij Nacional'nij Mors'kij Universitet   1978 — 1983
Master

Michael Belmes, CFA Michael Belmes, CFA Jackson, Mississippi Area Details
Michael Belmes, CFA's UBS Wealth Management Experience 2008 - 2008
Job Corporate Finance Officer, Corporate Strategy & Development at Trustmark National Bank
Industry Financial Services
Experience
Trustmark National Bank  2014 - Present
BankPlus  2013 - 2014
Barclays Capital  2010 - 2012
Barclays Capital  2009 - 2009
Reznick Group  2009 - 2009
UBS Wealth Management   2008 - 2008
KBR, Inc.   2008 - 2008

Education
American University - Kogod School of Business
Bachelor of Science, Business Administration - Accounting and Finance

Lena Gurba Lena Gurba Greater New York City Area Details
Lena Gurba's UBS Wealth Management Experience 2006 - 2009
Job Business & Operations Strategy at MetLife
Industry Financial Services
Experience
MetLife  January 2013 - Present
Taproot Foundation  2012 - 2012
Mercer Human Resource Consulting  2009 - 2011
UBS Wealth Management   2006 - 2009
Citi  2005 - 2006
Citi  2002 - 2005
Citi  1998 - 2002
Price Waterhouse Coopers  1995 - 1997

Skills
Strategy, Business Transformation..., Business Process..., Cost Optimization and..., Product Development and..., Program Management, Change Management, Wealth Management, Insurance, Leadership, Finance, Portfolio Management, Financial Services

Education
University of South Carolina - The Moore School of Business
International MBA, Finance

Precarpathian 'Vasyl Stefanyk' University, Ivano-Frankivsk
BA, Foreign Languages

Julia Cummings Julia Cummings Greater Los Angeles Area Details
Julia Cummings's UBS Wealth Management Experience August 2009 - March 2010
Job Advisor at AdvicePeriod, LLC
Industry Financial Services
Experience
Advice Period, LLC   January 2015 - Present
JPMorgan Chase  October 2012 - January 2015
Bernstein Global Wealth Management  March 2010 - November 2012
UBS Wealth Management   August 2009 - March 2010
Tuck Business Bridge Program  June 2008 - July 2008
JMPR Public Relations  November 2007 - January 2008

Skills
New Business Development, Marketing Strategy, Marketing, Leadership, Investments, Series 7, Portfolio Management, Fixed Income, Valuation, Financial Modeling, Asset Managment, Investment Banking, Corporate Finance, Research, Alternative Investments, Financial Analysis, Microsoft Excel, Public Speaking, Strategic Financial..., Mortgage Lending, Small Business Lending, Asset Based Lending, Investment Management

Education
Amherst College   2005 — 2009
BA, Anthropology

The Tuck School of Business at Dartmouth   2008 — 2008

Windward School   2001 — 2005

Matthew Fanelli Matthew Fanelli New York, New York Details
Matthew Fanelli's UBS Wealth Management Experience February 2008 - August 2008
Job Senior Consultant at Carlisle & Gallagher Consulting Group
Industry Management Consulting
Experience
Carlisle & Gallagher Consulting Group  June 2014 - Present
Pleasant Valley Homes, Inc.   June 2004 - Present
Protiviti  September 2010 - June 2014
Endeavour Ventures Limited   October 2009 - December 2009
Overseas Private Investment Corporation  February 2009 - July 2009
UBS Wealth Management   February 2008 - August 2008

Skills
Financial Control, Risk Analysis, Business Strategy, Risk, Risk Management, Management Consulting, Economics, Internal Controls, Social Media, Marketing Strategy, Market Research, Project Management, Real Estate, Financial Risk, Analysis, Strategy, Financial Analysis, Consulting

Education
American University - Kogod School of Business   2006 — 2010
Bachelor of Science (B.S.), Business Administration

Simon Shmushkin Simon Shmushkin Greater New York City Area Details
Simon Shmushkin's UBS Wealth Management Experience November 2006 - August 2007
Job Senior Consultant at Barclays
Industry Financial Services
Experience
Barclays  July 2015 - Present
JPMorgan Chase  January 2008 - May 2015
Satyam  October 2007 - January 2008
UBS Wealth Management   November 2006 - August 2007
Credit Suisse First Boston  January 1998 - November 2006
IBM Global Services  August 1997 - January 1998
Prudential Insurance  September 1996 - August 1997

Skills
Business Analysis, SDLC, Software Project..., Vendor Management, Project Management, Enterprise Architecture, Risk Management, Business Requirements, IT Strategy, User Acceptance Testing, IT Service Management, IT Management, Business Intelligence, Business Continuity, Relationship Management, Business Process..., Asset Managment, Disaster Recovery, Project Portfolio..., DB2, Oracle, Governance, Investment Banking, Websphere, Product Control, Mainframe, Asset Management, XML, Prime Brokerage, Middle Office, PL/SQL, SharePoint, Security, JCL, Business Process..., Software Documentation, Sybase, Back Office

Education
Odessa State Academy of Refrigeration   1984 — 1991
MSME, Engineering

Joseph M. Fuschillo CIMA Joseph M. Fuschillo CIMA Greater New York City Area Details
Joseph M. Fuschillo CIMA's UBS Wealth Management Experience June 1985 - November 2006
Job EVP BNY/Dreyfus
Industry Financial Services
Experience
BNY/Dreyfus   February 2012 - Present
American Independence Financial Services  April 2010 - February 2012
Prudential Annuities  November 2006 - January 2009
UBS Wealth Management   June 1985 - November 2006
UBS Wealth Management   June 1985 - November 2006

Skills
Mutual Funds, Annuities, Asset Management, Wealth Management, Banking, Asset Managment, Financial Services, Fixed Income, Insurance, Relationship Management, Sales, Strategic Financial..., Fixed Annuities, Financial Advisory, Venture Capital, Start-ups, Securities, Finance, Investment Management, Series 7, Leadership, Hedge Funds, Financial Planning

Education
Adelphi University
MBA, Economics

Chaminade High School

Saint John's University - Peter J. Tobin College of Business
Bachelor of Science, Finance

Alison Morpurgo-Cotter Alison Morpurgo-Cotter New York, New York Details
Alison Morpurgo-Cotter's UBS Wealth Management Experience November 2007 - June 2013
Job Executive Director, Head, CrossBorder Legal & Compliance at UBS
Industry Financial Services
Experience
UBS  June 2013 - Present
UBS  2007 - Present
UBS Wealth Management   November 2007 - June 2013
UBS Wealth Management   July 2005 - November 2007
UBS International Inc.  June 2002 - July 2005

Skills
AML, Compliance, Risk, Securities, Private Banking, Management, Anti Money Laundering, FINRA, Financial Regulation, Regulations, Risk Management, Wealth Management

Education
American University, Washington College of Law   1995 — 1999
JD

Connecticut College   1989 — 1993
BA, Psychology, Italian Literature

Joseph N. Aniano Joseph N. Aniano Greater New York City Area Details
Joseph N. Aniano's UBS Wealth Management Experience May 2015 - Present
Job Executive Director, Investment Management Research
Industry Financial Services
Experience
UBS Wealth Management   May 2015 - Present
UBS AG  August 2007 - May 2015
BBR Partners  July 2005 - August 2007
BBR Partners  December 2003 - July 2005
BBR Partners  July 2001 - December 2003

Skills
High Net Worth..., Recruiting, Options, Equities, Private Equity, Portfolio Management, Business Development, Financial Markets, Electronic Trading, Loans, Wealth Management..., Equity Trading, Structured Products, Fixed Income, Trading, ETFs, Trading Systems, Financial Advisory, Credit, Banking, Finance

Education
Adelphi University   2008 — 2010
MBA, Business Administration

Marist College   1996 — 2000

Ashrafuz Zaman Ashrafuz Zaman Greater New York City Area Details
Ashrafuz Zaman's UBS Wealth Management Experience March 2012 - December 2012
Job Sr. Test Engineer at Vanguard
Industry Computer Software
Experience
Vanguard  January 2013 - Present
Vanguard  January 2013 - Present
UBS Wealth Management   March 2012 - December 2012
Vanguard  October 2011 - March 2012
Jefferies & Company  November 2010 - August 2011
J.P. Morgan Chase   June 2010 - November 2010
TPG-Axon Capital  December 2009 - May 2010
Credit Suisse  July 2009 - December 2009
Bank of America  June 2006 - March 2009
Bear Stearns  June 1999 - April 2006

Skills
Equities, Trading, Investment Banking, SDLC, Fixed Income, Fidessa, HP Quality Center, User Acceptance Testing, Trading Systems, Charles River..., Charles River IMS

Education
Bangladesh Agricultural University   1982 — 1988
BS (Hons), Agriculture Engineering

Tusandya R Sheppard Tusandya R Sheppard Washington D.C. Metro Area Details
Tusandya R Sheppard's UBS Wealth Management Experience November 1997 - December 2008
Job Financial Services Professional
Industry Financial Services
Experience
UBS Wealth Management   November 1997 - December 2008

Skills
Training, Leadership

Education
American Public University System   2011 — 2012
BA, Psychology

University of Phoenix   2006 — 2010
AA, Psychology

Brad Gewehr Brad Gewehr Greater New York City Area Details
Brad Gewehr's UBS Wealth Management Experience July 2008 - April 2010
Job Credit Advisory, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  May 2010 - Present
UBS Wealth Management   July 2008 - April 2010
UBS Securities  2000 - 2008
UBS Investment Bank  1998 - 2008
Moody's Investors Service  1991 - 1998

Education
New York University - Leonard N. Stern School of Business   1989 — 1991
MBA, Finance

Amherst College   1971 — 1975
BA

Melissa Walker Melissa Walker New Hyde Park, New York Details
Melissa Walker's UBS Wealth Management Experience June 2008 - August 2008
Job Vice President at BlackRock
Industry Law Practice
Experience
BlackRock  July 2012 - Present
J.P. Morgan Asset Management   April 2010 - August 2012
Stagg, Terenzi, Confusione & Wabnik LLP   August 2009 - April 2010
UBS Wealth Management   June 2008 - August 2008

Education
Brooklyn Law School   2005 — 2008
JD

Tufts University   2001 — 2005
B.A., Political Science

American University

William Sheldon Busch William Sheldon Busch Austin, Texas Details
William Sheldon Busch's UBS Wealth Management Experience July 2008 - May 2009
Job The Busch Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney  April 2009 - Present
UBS Wealth Management   July 2008 - May 2009

Skills
Wealth Management, Investment Advisory, Retirement Planning, Investments, Financial Analysis

Education
Abilene Christian University   2004 — 2008
Bachelor of Business Administration (BBA), Marketing

Caesar Gavilan Caesar Gavilan Greater New York City Area Details
Caesar Gavilan's UBS Wealth Management Experience July 1996 - April 2009
Job Banking Professional
Industry Banking
Experience
UBS Wealth Management   July 1996 - April 2009
UBS A.G.   July 1996 - April 2009
UBS A.G  January 1996 - April 2009
UBS AG-   1966 - 2009
Bank of America  January 1993 - June 1996
Fleet BankAutomotive Finance Division   January 1993 - January 1996
Nationar  January 1992 - January 1993
Nationar  January 1991 - June 1992
AMRO Bank   January 1987 - January 1991
JPMorgan Chase Bank/Chase Manhattan Bank   1966 - 1988

Skills
Fixed Income

Education
Adelphi University

Queens College   1967 — 1973
Bachelor of Arts, Economics

QueensCollege, City University of NY
Bachelor of Arts, Economics Major

Sylvain D. Marguerat, M.B.A. Sylvain D. Marguerat, M.B.A. Raleigh-Durham, North Carolina Area Details
Sylvain D. Marguerat, M.B.A.'s UBS Wealth Management Experience August 2002 - December 2004
Job Triangle Senior Solutions
Industry Management Consulting
Experience
Triangle Senior Solutions   January 2015 - Present
K-9 Detections   February 2014 - Present
Our Crêpes & More ...   February 2010 - February 2014
Golden Keys Network Sàrl   January 2006 - April 2008
New Perspectives  January 2004 - July 2006
UBS Wealth Management   August 2002 - December 2004
SMC Offshore   October 1998 - July 2002
WFM  January 1998 - July 2002
Helvetia   1992 - 1995

Skills
Mergers & Acquisitions, Strategy, Strategic Planning, Start-ups, Project Management, Program Management, New Business Development, Mergers, Management, Leadership, Business Strategy, Analysis, Business Analysis, Business Development, Change Management, Marketing, Outsourcing

Education
Business School Lausanne   1995 — 1997
M.B.A., International Business

College Pierre Viret   1978 — 1980

Enforcement K-9 International, Inc
K-9 Trainer for Law Enforcement - Kennel Master, K-9 Trainer

French Gastronomy Chef
Chef French Gastronomy

Dennis Duggan Dennis Duggan Greater New York City Area Details
Dennis Duggan's UBS Wealth Management Experience 1993 - 2006
Job Managing Director & Americas Chief Administrative Officer at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank  March 2012 - Present
HSBC Private Bank  January 2008 - March 2012
HSBC Private Bank  September 2006 - December 2007
UBS Wealth Management   1993 - 2006

Skills
Hold Series 7, Operations Management, Business Process..., Business Strategy, Wealth Management, Private Banking, Risk Management, Financial Services, Financial Risk, Operational Risk, AML, Securities, Back Office, KYC, Operational Risk..., Restructuring, Strategy, Anti Money Laundering, Banking, Management

Education
Adelphi University
MBA, International Business

Daniel Ikonsky Daniel Ikonsky Greater New York City Area Details
Daniel Ikonsky's UBS Wealth Management Experience April 2006 - Present
Job Senior Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management   April 2006 - Present
DTCC  November 1995 - March 2006

Skills
Business Requirements, Databases, Change Management, DB2, Management, Quality Assurance, Java, Bloomberg, PMO, Trading Systems, Analysis, Integration, Vendor Management, Mainframe, SDLC, COBOL, Security, Fixed Income, UML

Education
Pace University   1992 — 1996
MBA, Management Science and Finance

Peterburg State Transport University (PGUPS)   1981 — 1986
BS, Computer Science

James Winn James Winn Boston, Massachusetts Details
James Winn's UBS Wealth Management Experience May 2013 - August 2013
Job Senior at Ernst & Young
Industry Accounting
Experience
EY  January 2014 - Present
UBS Wealth Management   May 2013 - August 2013
University of Massachusetts Amherst- Annual Fund  February 2011 - November 2011
SeniorLink  May 2011 - August 2011
Mortgage Master Inc  March 2008 - January 2011
Seaport Café   May 2010 - August 2010

Skills
Microsoft Excel, PowerPoint, Market Research, Teamwork, Accounting, Spanish, Loans, Financial Analysis, Mortgage Lending, Human Resources, Microsoft Office, Microsoft Word, Access, Finance, Data Analysis, Budgets, Economics, Research, Social Media, Time Management, Customer Service

Education
University of Massachusetts at Amherst - Isenberg School of Management   2009 — 2013
Bachelors of Business Administration, Accounting & Information Systems

University of Massachusetts, Amherst   2009 — 2013
Bachelor of Arts, Economics

University of Manchester - Manchester Business School   2012 — 2013
Economics, Study Abroad

St. John's Preparatory High School   2005 — 2009

Radhakishan Kairamkonda Radhakishan Kairamkonda Greater New York City Area Details
Radhakishan Kairamkonda's UBS Wealth Management Experience June 2005 - April 2007
Job Consultant at BNP Paribas
Industry Information Technology and Services
Experience
AT&T  May 2007 - Present
UBS Wealth Management   June 2005 - April 2007
Tancom Electronics   1994 - 1997

Skills
SAP BI, Crystal Xcelsius 2008, SAP BW, VBA, Core Java, J2EE Application..., WebSphere Application..., WebSphere Admin, PL/SQL, Enterprise Architecture, Unix, Business Objects, SSIS, Informatica, SDLC

Education
Acharya Nagarjuna University   1989 — 1993
B.Tech, ECE

T.W. Arrighi T.W. Arrighi Washington D.C. Metro Area Details
T.W. Arrighi's UBS Wealth Management Experience June 2011 - August 2011
Job Project Coordinator at kellenPROJECTS LLC
Industry Management Consulting
Experience
kellenPROJECTS LLC   May 2012 - Present
Miller Tabak  December 2011 - February 2012
UBS  September 2011 - December 2011
UBS Wealth Management   June 2011 - August 2011
Balanced Budget Amendment Campaign   May 2009 - November 2010
Angelo D'Emilia for State Representitive   May 2009 - November 2010
Senator Robert S. Creedon Jr.   2006 - 2008

Skills
Leadership, Data Analysis, Financial Modeling, Financial Analysis, PowerPoint, Strategy, Economics, Public Speaking

Education
Fordham University   2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General

Heythrop College, U. of London   2011 — 2011
International Business

Boston College High School   2004 — 2008

Anthony Nye, CFP® Anthony Nye, CFP® Sacramento, California Area Details
Anthony Nye, CFP®'s UBS Wealth Management Experience January 2009 - Present
Job Senior Vice PresidentWealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management   January 2009 - Present
Wachovia Securities Financial Network  July 1997 - January 2009

Education
California State University-Sacramento   1989 — 1991
Bachelor's degree, Business/Real Estate and Land Use Affairs

American River College

Dawn Edlin Dawn Edlin Dallas/Fort Worth Area Details
Dawn Edlin's UBS Wealth Management Experience March 1995 - March 2007
Job Charge Nurse at Crestview Court
Industry Market Research
Experience
Crestview Court   September 2012 - Present
UBS Wealth Management   March 1995 - March 2007
J.C. Bradford   March 1995 - March 2006
UBS Wealth Management   March 1995 - March 2006
J.C. Bradford   March 1995 - March 2006
UBS Wealth Management   January 1995 - January 2006

Skills
Microsoft Office, Software Documentation, Customer Service, Credit, Project Management, Wealth Management

Education
Platt College-Dallas   2011 — 2012
LVN, Nursing

Athens State University   1991 — 1993
Bachelor of Science, Business Administration; Accounting

Auburn University   1987 — 1991
Bachelor of Science, Business Administration; Marketing

Jeanne Roccon-Rohm Jeanne Roccon-Rohm New London/Norwich, Connecticut Area Details
Jeanne Roccon-Rohm's UBS Wealth Management Experience June 1985 - Present
Job Divisional Vice President at UBS Wealth Management
Industry Investment Management
Experience
UBS Wealth Management   June 1985 - Present

Education
Allegheny College
B.A., History

Jonathan Louey Jonathan Louey Greater New York City Area Details
Jonathan Louey's UBS Wealth Management Experience June 2010 - August 2010
Job Financial Analyst at Condé Nast
Industry Financial Services
Experience
Investopedia  July 2015 - Present
Conde Nast  January 2013 - July 2015
Artio Global Investors  January 2011 - December 2012
UBS Wealth Management   June 2010 - August 2010
Maran Corporate Risk Associates   June 2009 - September 2009

Skills
Bloomberg, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Modeling, Valuation, Financial Analysis, Equities, Investments, Investment Strategies, Economics, Capital Markets, Equity Research, Asset Managment, Bloomberg Terminal, Asset Allocation, Portfolio Management, Mutual Funds, Access, Finance, Corporate Finance, Securities, Analysis, Investment Management

Education
The London School of Economics and Political Science (LSE)   2009 — 2010
General Course

American University   2007 — 2010
Bachelor of Applied Science (BASc), Business Administration and Management, General

Evan DeMicco Evan DeMicco Greater New York City Area Details
Evan DeMicco's UBS Wealth Management Experience July 2010 - August 2010
Job Intern at Atlantic Partners Financial Group
Industry Financial Services
Experience
Atlantic Partners Financial Group  July 2011 - Present
UBS Wealth Management   July 2010 - August 2010
UBS Wealth Management   July 2009 - August 2009
UBS Wealth Management   July 2008 - August 2008

Education
American University - Kogod School of Business   2009 — 2013

Mark Mutluoglu Mark Mutluoglu Washington D.C. Metro Area Details
Mark Mutluoglu's UBS Wealth Management Experience June 2010 - April 2011
Job CCO at Autoluxe Tires (Israel) Ltd.
Industry Financial Services
Experience
Autoluxe Tires (Israel) Ltd.   March 2012 - Present
UBS Wealth Management   June 2010 - April 2011
American University - Kogod School of Business  August 2009 - December 2009
Autoluxe Tires (Israel) Ltd.   August 2007 - July 2008
ISRAELI DEFENSE FORCES - GROUND FORCES   2005 - 2007

Skills
Microsoft Office, Adobe Creative Suite, Morningstar, HTML, Bloomberg Terminal, Financial Analysis, Priority, Access

Education
American University - Kogod School of Business   2008 — 2012
BS, Business Administration (Finance)

American University   2008 — 2011
Bachelor of Science (BS), Finance, General

Andrew 14 Andrew 14 Greater St. Louis Area Details
Andrew 14's UBS Wealth Management Experience June 2012 - July 2012
Job Student at Amherst College
Industry Financial Services
Experience
Brown Brothers Harriman  June 2013 - August 2013
UBS Wealth Management   June 2012 - July 2012

Education
Amherst College   2010 — 2014
B.A. in Economics and Environmental Studies

Dartmouth College - The Tuck School of Business at Dartmouth
Bridge Business Program

nazem merhej nazem merhej Houston, Texas Area Details
nazem merhej's UBS Wealth Management Experience January 2013 - February 2014
Job Associate at Crest Investment Company
Industry Investment Banking
Experience
Crest Investment Company  February 2014 - Present
UBS Wealth Management   January 2013 - February 2014
Al-Monitor  January 2013 - February 2014

Skills
Investments, Energy Industry, Oil & Gas Industry, Analysis, Microsoft Office, Wealth Management, investment, Investment Strategies, Financial Modeling, Economics, Financial Analysis, Portfolio Management, Asset Management

Education
American University - Kogod School of Business   2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General

Webster University Geneva   2008 — 2010

Brian Croke Brian Croke Greater New York City Area Details
Brian Croke's UBS Wealth Management Experience July 2009 - November 2012
Job Sanctions Compliance at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  January 2014 - Present
UBS Investment Bank  December 2012 - January 2014
UBS Wealth Management   July 2009 - November 2012
UBS Wealth Management   June 2007 - June 2009

Skills
KYC, Series 7, Series 63, Securities, Uniform Combined State..., Fraud, Anti Money Laundering, Financial Services

Education
Iona College   2002 — 2006
Bachelor of Arts, Criminal Justice

Coláiste Mhuire Marino   2005 — 2005

Universidad Francisco de Vitoria   2005 — 2005

Irina Landa Irina Landa Greater New York City Area Details
Irina Landa's UBS Wealth Management Experience 2000 - Present
Job
Industry Investment Management
Experience
UBS Wealth Management   2000 - Present
CAP GEMINI AMERICA  1996 - 1999
CAP GEMINI AMERICA  1996 - 1999
CAP GEMINI AMERICA  1996 - 1999

Skills
DB2, SQL, COBOL, JCL, SDLC, Programming

Education
Khmelnitsky Institute of Regional Management and Law   1979 — 1984
Bachelor's degree

Douglas Wilde Douglas Wilde Short Hills, New Jersey Details
Douglas Wilde's UBS Wealth Management Experience 2012 - June 2015
Job Head of Investment Management at UBS FS
Industry Financial Services
Experience
UBS Wealth Management   2012 - June 2015
UBS  November 2004 - 2012
Merrill Lynch  1995 - 2004

Skills
Equities, Portfolio Management, Wealth Management, Investments, Financial Modeling, Investment Banking, Fixed Income, Asset Management, Capital Markets, Derivatives, Valuation, Financial Analysis, Risk Management, Series 7, Banking, Investment Management, Alternative Investments

Education
American University
Master of Arts (MA), Applied Economics

Colby College
Bachelor's degree

Adele Lake Adele Lake Greater New York City Area Details
Adele Lake's UBS Wealth Management Experience 1991 - 2013
Job Director, Client Success Team/Operations at Liquid Holdings
Industry Financial Services
Experience
Liquid Holdings Group, Inc.   July 2013 - Present
UBS Wealth Management   1991 - 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Strategic Planning, Negotiation, Financial Risk, Financial Services, Teaching Adults, Series 7, Smartsheet, PowerPoint

Education
Adelphi University
Bachelor of Business Administration (BBA)

Maxwell Levi Maxwell Levi Franklin Lakes, New Jersey Details
Maxwell Levi's UBS Wealth Management Experience June 2013 - July 2013
Job Treasurer, Unfused
Industry Education Management
Experience
Unfused  October 2012 - Present
Northwestern Mutual  June 2013 - August 2013
SL Green Realty Corp.  June 2013 - August 2013
UBS Wealth Management   June 2013 - July 2013
Fred Levi Estate   May 2012 - May 2013
TT Performance   June 2010 - August 2010
Summit Aviation Co.   February 2007 - 2009

Skills
Business Planning, Finance, Budgets, Negotiation, Management

Education
American University   2011 — 2015

Travis Purdy Travis Purdy Woodbury, Connecticut Details
Travis Purdy's UBS Wealth Management Experience January 2003 - April 2006
Job Data Analysis and VP of Sales and Marketing
Industry Investment Management
Experience
UPS  October 2014 - Present
Ross Solar Group  April 2014 - July 2014
Next Step Living  July 2013 - March 2014
Branch Toyota   March 2013 - July 2013
Hammonasset Ford   October 2012 - December 2012
Antonino Auto Group  March 2012 - September 2012
New England Aviation   March 2011 - October 2011
KR Wealth Management   October 2006 - December 2008
UBS Wealth Management   January 2003 - April 2006
Merrill Lynch  February 2001 - December 2003

Skills
Sales, Alternative Investments, Customer Service, Investment Strategies, Mentoring, Solar PV, Data Analysis, Logical Thinking, Sales Management, Networking, Investment Analysis

Education
Industrial Management Training Institute   2013 — 2013
NABCEP Certified, Solar PV Sales, PASS

Post University
Bachelor of Science (BS), Finance, General

Terri Arbucci Terri Arbucci Nashville, Tennessee Details
Terri Arbucci's UBS Wealth Management Experience October 2010 - April 2011
Job Xtend Healthcare Medical Biller
Industry Medical Devices
Experience
Xtend Healthcare, LLC  April 2014 - Present
Connect Hearing Inc   March 2013 - Present
Radiology Alliance PC   August 2011 - January 2013
UBS Wealth Management   October 2010 - April 2011
UBS Wealth Management   October 2009 - April 2010
Private Health Care Custodian   June 2006 - May 2008
The Depository Trust Company & Clearing Corporation   August 1986 - May 2006

Skills
Accounts Receivable, Microsoft Office, Software Documentation, Accounting, Invoicing, PeopleSoft, Oracle, Meditech, Access, Cerner, Amicas Merge Financial, HCare, Sycle, EPIC, ePremis, STAR, MedAssets, PRISM

Education
Anthem Career College-Nashville   2010 — 2011
Diploma, Medical Billing & Coding Program, 4.0 GPA

Carle Place High School, NY
Diploma, General Studies

Rolf Schilde Rolf Schilde Monaco area Details
Rolf Schilde's UBS Wealth Management Experience January 2011 - March 2013
Job Senior Vice President at EFG Bank (Monaco)
Industry Banking
Experience
EFG Bank (Monaco)   August 2014 - Present
UBS  April 2013 - January 2014
UBS Wealth Management   January 2011 - March 2013
UBS Wealth Management   January 2009 - December 2010
UBS Wealth Management   August 2003 - December 2008
UBS Wealth Management   January 2003 - July 2003
UBS Wealth Management   January 1997 - December 2002
UBS Wealth Management   January 1994 - December 1996
Swiss Bank Corporation  April 1983 - December 1993

Skills
Banking, Wealth Management, Private Banking, Investment Banking, Insurance, Investment Advisory, Securities, Asset Management, Equities, Mutual Funds, Portfolio Management, Alternative Investments, Fixed Income, Hedge Funds, Bonds, Management

Education
International University of Monaco   2014 — 2015
AMAF certification, Finance

Kaufmaennsches Lehrinstitut Zuerich   1990 — 1993
Bachelor of Administration, Business Administration and Management, General

Carolyn Ibrahim Carolyn Ibrahim Westfield, New Jersey Details
Carolyn Ibrahim's UBS Wealth Management Experience 2006 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
Jefferson Elementary School  September 2014 - Present
Westfield Public Schools  January 2013 - Present
UBS Wealth Management   2006 - 2010
Cargill Investor Services  2000 - 2006

Skills
Certificate in..., Certificate in Special..., Finance, Risk Management, Trading, Portfolio Management, Derivatives, Equities, Bloomberg, Commodity, Options, Banking, Investments, Credit, Securities

Education
Touro College   2007 — 2009
Master's degree, Education/Teaching of Individuals in Elementary Special Education Programs, 3.0

American University   1990 — 1993
Bachelor's degree, International Relations and Affairs, 3.0

Viswanathan Subramaniam Viswanathan Subramaniam Woodbridge, New Jersey Details
Viswanathan Subramaniam's UBS Wealth Management Experience September 2012 - Present
Job Senior Project Manager at Cognizant Technology Solutions
Industry Financial Services
Experience
UBS Wealth Management   September 2012 - Present
Cognizant Technology Solutions  March 1998 - Present
MassMutual Financial Group  January 2012 - August 2012
JPMorgan Chase & Co. - Private Bank   April 2006 - December 2011
JPMorgan Chase & Co. - Retail Bank   September 2002 - April 2006
Dun & Bradstreet  May 2002 - September 2002
Case New Holland  October 2001 - May 2002
First Data Corporation  March 1998 - October 2001

Skills
Project Management, Banking

Education
Symbiosis institute of Management Studies   2003 — 2005
Post Graduate Diploma in Business Administration, Finance, General

Aptech India   1994 — 1997
Masters Diploma in Software Engineering

D.G. Vaishnav College   1994 — 1997
Bachelor of Science (B.Sc.), Mathematics

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